DONORS CAPITAL FUND INC

Quick Facts:
Ein: 541934032
Date Established: 1999/10
Contact: WHITNEY BALL
Deductability Status: Contributions are deductible
Revenue: $49,063,464 as of 2014/12
Income: $53,487,671 as of 2014/12
Assets: $35,930,502 as of 2014/12
Accounting Year End: 2014/12
Latest Tax Filing (date): 2014/12
Classification:
Nonprofit type: 501(c)(03)
Charitable Organization
Organization Type: Corporation
Foundation Description: Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above. 509(a)(3)
Exempt Description: Human Services - Multipurpose and Other N.E.C.
Exempt Broad Description: P Human Services - Multipurpose and Other
NTEE Code(s): P99
Location via latest Form 990

PO BOX 1305, ALEXANDRIA VA 22313-1305

Income Statement as of 2014/12

Total Revenue$61,700,814
Contribution Revenue$60,622,937
Other Revenue $1,077,877
Investment income$876,341
Sales of Assets$201,536
Gross sales -- Securities$15,898,601
Sales expense -- Securities$-15,697,065
Net gain from sales -- Securities$201,536
Total Functional Expenses$57,382,089
Grants 56,612,510
Grants to governments/orgs in the US$56,612,510
Fees for Services $87,466
Legal fees$3,670
Accounting fees$14,883
Lobbying fees$0
Investment management fees$60,253
Office expenses$260
Travel/entertainment expenses to public officials$0
Insurance$8,400
Other Expenses$682,113

Balance Sheet as of 2014/12

Total Assets$35,671,060
Current Assets $9,524,416
Savings and temporary cash investments$9,524,416
Non Current Assets $26,146,644
Investments in publicly traded securities$23,728,345
Other assets$2,418,299

Total Liabilities$104,329
Current Liabilities $25,000
Accounts payable and accrued expenses$25,000
Non Current Liabilities $79,329
Payables to officers, directors, etc.$0
Other liabilities$79,329

Total Net Assets + Liabilities$35,671,060
Total Net Assets$35,566,731
Unrestricted net assets$35,566,731
Total Liabilities$104,329

Funders and grantees

A powerful feature based on exclusive research by CitizenAudit. Funders don't appear on an organization's 990 form, so the list of who funds this group comes from the funding organizations' own respective disclosure forms. You must cite CitizenAudit if you use this information in published research.

Funders: The Community Fdn Of Middle Tn Inc , Donors Trust Inc , Benjamin Rush Foundation Inc

Payees: Young Life , Young Americas Foundation , Wyoming Liberty Group , Westchester Community College Foundation Inc , West Dallas Initiative , Washington Policy Center (Show 186 more)

Potential Red Flags

Exemption Status: Unconditional Exemption
Political activities? N
Lobbying activities? N
Loan to officer or DQP? N
Grant to related person? N
Business relationship with organization? N
Business relationship thru family member? N
Officer, etc. of entity with business relationship? N
Terminated? N
Partial liquidation? N
Disregarded entity? Y
Related entity? Y
Related organization a controlled entity? N
Any transfers to exempt non-charitable org? N
Prohibited tax shelter transaction? N
Lobbying fees $0
Travel/entertainment expenses to public officials $0
Payables to officers, directors, etc. -- eoy $0

Tax Documents (Form 990s)

Fiscal Year Filing Type Filing Date Download Link Raw Text
2015/12 990-EO 2016/11 Sorry we haven't posted the ocr'd text yet.
2014/12 990-EO 2015/12 semueomc 11 4 2015 '3 mm990 Department of the Treasury Internal Revenue Servtce Return of Organization Exempt From Income Tax Under section 501(c), 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. lnfonnation about Form 990 and its instructions is at OMB No 1545-0047 2014 'u 18, mammwmew a; t%gupl%i II, 2.7.51? um I an; We, I Manama-0,, n as all A For the 2014 calendar year, or tax year beginning 2014, and ending B Check If applicable Address change Name change Initial retum Final retumltenninated Amended return Application pending C Name of organization Donors Capital Fund Inc D Employer identification number Dorng business Number and street (or P 0 box if mail is not delivered to street address) Room/snite E Telephone number P.O. Box 1305 (703) 535-3563 City or town, state or provmce, country, and ZIP or foreign postal code Alexandria VA 22313 G Grossrecelpts 53,487,671. F Name and address of pnnCIpal officer Lawson R. Bader P.O. Box 1305 Alexandria VA 22313 I Tax-exempt status I I501(c)( )2 Onsen no) I I4947(a)(1)or I [527 J Websuez donorscapitalfund.org H(a) Is this a group return for subordinates? H(b) Are all subordinates included? If attach a list (see instructions) Yes X No Yes No H(c) Group exemption number K Form of organization IXICorporation I I I I Assouation I I Other . I L Year of fonnauon 1 9 99 I M State of legal domicile MD lamesrl Summary 1 Briefly describe the organization's missmn or most Significant actiwties- EUEPOEL lite-529 L 421543.) Qrisr. @iiCILaillEViaE-L Ehrgugh- m edges-1202, e19 Brig/ate ans saiisal 50.52211 - a sellers .heaLtL swimmers Meanings. f.or.ei.9rt .ans steadiness are shire 9901156596. ehizlaatilrepx - I5, are .ireiijijeal Wine and .reseoeszibcilsitms .arL instigate seeiesy; 5. 929252sz severance relieve been; -- 3 2 Check this box 3D 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 (Part VI, line 1a) 3 9 of, 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 8 3% 5 Total number of indiVIduals employed in calendar year 2014 (Part V, line 2a) 5 O .2 6 Total number of volunteers (estimate if necessary) 5 O 3 7a Total unrelated business revenue from Part column (C), line Net unrelated busmess taxable income from Form 990-T, line 34 7b -4 86 . Prior Year Current Year a 8 Contributions and grants (Part line 1hProgram serwce revenue (Part line 29) g 10 Investment income (Pan column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12 Total revenue - add lines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Pan IX, column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4) u) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16a Professional fundraismg fees (Part IX, column (A), line11e) . . -RCICEIIVED . . . s- b Total fundraismg expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a-11d, 11f-24eTotal expenses. Add lines 13-17 (must equal Part IX, 2. (3.20195Revenue lessexpenses Subtract Iine18from line 12 . . g -3I 255. 194 I -165I712 I 3% I H Beginnin of Current Year End Of Year 5.3% 20 Totalassets(PartX,line16) I UT 35,930,502- 53 21 Total liabilities (Part X, line 26Net assets or fund balances Subtract line 21 from line Ba'FtKII'iatil Signature Block Under penalties of perjury, I declare ve examined this base? turn, including accompanying schedules and statements. and to the best of my knowledge and belief. it is true, correct, and n all information of which preparer has any knowledge a complete Declaration of preparer oflicerSign Signature Date Here Jeffrey C. Zysik Assistant Treasurer Type or print name and title Print/Type preparer's name Preparer's Signature Date Check U if PTIN Paid m L r- us 1 self-employed Preparer r-rm'sname be .L I - Hreparea Use Only Firm's address Firm's EIN Phone no May the IRS discuss this return With the preparer shown above? (see instructions) IXI Yes 1 I No BAA For Paperwork Reduction Act Notice, see the separate instructions TEEA0101 05l28/14 Form 990 (2014) Mt CITIZENAUDIT.ORG PAGE #00002 Form 990 (2014) Donors Capital Fund, Inc 54 -1934032 Page 2 g [Earning] Statement of Program Service Accomplishments 1 Check if Schedule 0 contains a response or note to any line in this Part Briefly describe the organization's mission; agape at. EEC. E (19$ 2 LL1 L619 L c0598.. - weigh key; 51133., 215211.99 edgcetioa misty'jgnest. EDS .rasiisal .ne.ed.st Paladins 91253 561831111 20.59%; - $3.9 5031920; 9'31 $039299) 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 sewices on Schedule 0. 3 Did the organization cease conducting, or make Signincant changes in how it conducts, any program services? Yes No If 'Yes,' describe these changes on Schedule 0. 4 Describe the organization's rogram service accomplishments for each of its three largest program services, as measured by expenses. Section 501 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. 4a(Code2 )(Expenses 49,073,818. includinggrantsof 48,428,362. )(Revenue 0, A Qedjgosaae steers segregate 3.50.9311 (.2 L erase 13252615611 .sosistj'jlnest. Eeyasys ens .ragiisal 119-315,. 9282 521a; i111 20.59%; - Eelfersijsaltecemrentnege .ecerenties .- weeagleei. 2023192 Eng guitars Lang messages Jailaathrepx - 2m; 34.1in .as emcee ewe-U9 .sgcieaa 5. eesds .- 153299 5.69 LO. eczeznineglial Ewelxeinegie. 4 b (Code (Expenses including grants of (Revenue 4 c (Code (Expenses including grants of (Revenue 4 d Other program sewices (Describe in Schedule 0.) (Expenses including grants of (Revenue 4 e Total program sewice expenses BAA TEEA0102 05/28/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00003 I Form 990 (2014) Donors Capital Fund, Inc 54-1934032 Page3 g Checklist of Required Schedules Yes No 1 Is the organization described In section 501 or 4947(a)(1) (other than a private foundation)? If 'Yes,'complete Schedule A 1 X 2 Is the organization reqwred to complete Schedule B, Schedule of Contributors (see instructions)? 2 X 3 Did the organization engage in direct or indirect olitical campaign actIVIties on behalf of or in opposition to candidates I for public office? If 'Yes, complete Schedule Section 501(c)(3) organizations. Did the organization enga e in lobbying actiVIties, or have a section 501(h) election I in effect during the tax year? If 'Yes,'complete Schedule the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? If 'Yes, complete Schedule C, Part 5 X 6 Did the organization maintain any donor adVIsed funds or any similar funds or accounts for which donors have the ri/ght to provide adVIce on the distribution or investment of amounts in such funds or accounts? If 'Yes, complete Schedu e D, X Pan] 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, 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 or provide credit counseling, debt management. credit repair, or debt negotiation serwces? If 'Yes,' complete Schedule D, Part IV 9 X 10 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 D, Part V 10 X a 5F 1 its, 514m. 'Vrm m I 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, IX, dingy . TWE- x or X as applicable. m a Did the organization report an amount for land, bwldings and equrpment 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 - 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 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 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 I the organization's liability for uncertain tax posnions under FIN 48 (ASC 740)? f 'Yes,' complete Schedule D, Part X 11 f X 12a Did the or%anization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete I Schedule Parts XIWas the organization included in consolidated, independent audited finanCIal statements for the tax year? If 'Yes, 'and I if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI and 15 optional 12 b X I 13 Is the organization a school described in section 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, fundraismg, I business, investment, and program service actIVIties outside the United States, or aggregate foreign investments valued I at $100,000 or more? If 'Yes,' complete Schedule F, Parts land IV 14b X I I 15 Did the organization re ort on Part IX. column (A), line 3, more than $5,000 of grants or other asSIstance to or for any foreign organization? I 'Yes,'complete Schedule F, Pans 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, Parts Ill and anization report a total of more than $15,000 of ex enses for profe55ional fundraismg seNices on Part IX, column (A lines 6 an 11e? If 'Yes, 'complete Schedule G, an I (see instructions) 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 anization report more than $15,000 of gross income from gaming activities on Part line 9a? If 'Yes, complete chedule G, Part 19 X 20 a Did the organization operate one or more hospital faculties? If 'Yes,' complete Schedule H 20 X b If 'Yes' to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20 b BAA TEEAO103 05/23/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00004 Form 990 (2014) Donors Capital Fund, Inc 54-1934032 Page4 v Wart IV [Checklist of Required Schedules (continuedDid 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, Pans Ian II Did the or anization report more than $5,000 of grants or other aSSIStance to or for domestic indIVIduals on Part IX, column (A line 2? If 'Yes,'complete Schedule I, Parts land 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 Sc edule J 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, that was issued after December 31, 2002? es,'answer lines 24b through 24d and complete chedule K. If 'No, '90 to line 25a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an 'on behalf of" issuer for bonds outstanding at any time during the year? 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualilied person during the year? If 'Yes,' complete Schedule L, artl b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and 26 27 28 that the transaction has not been reported on any of the organization's prior Forms 990 or If 'Yes, 'complete Schedule L, Partl 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 of icers, directors, trus ees, key employees, highest compensated employees, or disqualified persons? If 'Yes', complete Schedule L, Part II Did the organization prowde 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 Was the organization a arty to a busmess transaction With one of the followmg parties (see Schedule L, Part IV instructions for applicab e 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, Pan IV c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereofofficer, director, trustee, or direct or indirect owner? If 'Yes,'complete Schedule L, Pan IV Did the organization receive more than $25,000 in non-cash contributions? If 'Yes, complete Schedule M Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If 'Yes, complete Schedule M Did the organization liqUidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,'complete Schedule Part II Did the or anization own 100% of an entity disresgarded as se arate from the organization under Regulations sections 301.7701- and 301 .7701-3? If 'Yes,' complete chedule R, an I Was the organization related to any tax-exempt or taxable entity? If 'Yes, complete Schedule R, Part II, or IV, and Part V, line 1 353 Did the organization have a controlled entity Within the meaning of section 512(b)(13)? b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled 36 37 38 entity Within the meaning of section 512(b)(13)? I 'Yes, complete Schedu e R, Part V, line 2 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 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 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Note All Form 990 filers are required to complete Schedule BAA TEEA0104 05/28/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00005 Form 990 (2014) Donors Capital Fund, Inc 54-1934032 Pages y [Lagl Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V r-I Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1 a o b Enter the number of Forms W-ZG included in line 1a. Enter -0- if not applicable anization comply With backup withholding rules for reponable payments to vendors and reportable gaming (gamblinggwinnings to prize Winners? 1 c x 2 3 Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State- l ments, filed for the calendar year ending with or Within the year covered by this return 2 a 0 b If at least one is reported on line 2a, did the organization file all reqUIred federal employment tax returns? 2 b Note. If the sum of lines 1a and 2a is greater than 250, you may be reqUIred to e-Iile (see instructions) *1 3 3 Did the organization have unrelated busmess gross Income of $1,000 or more during the year? 3 a X b If 'Yes' has it filed a Form 990-T for this year? If 'No' to [1118 3D, prawde 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 (Manual 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 reqwrements for Form 114, Report of Foreign Bank and FinanCIal Accounts. (FBAR) 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 5 c 6 a 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? 6 a X b If 'Yes,' did the organization include With every solicitation an express statement that such contributions or gifts were not tax deductible 6 b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive apayment in excess of $75 made partly as a contribution and panly for goods and serVIces prowded to the payor 7 a X b If 'Yes,' did the organization notify the donor of the value of the goods or sewices prowdedanization sell, exchange, or othenlvise dispose of tangible personal property for which it was required to file Form 828 7 c X d If 'Yes,' indicate the number of Forms 8282 filed during the year l 7 dl l e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7 e 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 h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a I Form 7 h y 8 Sponsoring organizations maintaining donor adVIsed funds Did a donor advised fund maintained by the sponsoring 1 organization have excess busmess holdings at any time during the year? 8 X 9 Sponsoring organizations maintaining donor adVIsed funds. I a Did the sponsoring organization make any taxable distributions under section 4966? 9 a X b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9 b X p 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 2) organizations. Entert 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 I'iling 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 12 bl 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? 13 a Note. See the instructions for additional information the organization must repon on Schedule 0. b Enter the amount of reserves the organization is reqwred to maintain by the states in which the organization is licensed to issue qualified health plans 13 b I c Enter the amount of reserves on hand 13c 14 a Did the organization receive any payments for indoor tanning serwces during the tax year? 14 a X b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,'prowde an explanation in Schedule 0 14 b BAA TEEA0105 05/23/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00006 l l Form 990 (2014) Donors Capital Fund, Inc 54-1934032 Pages 3/ [Part 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 instructions. Check if Schedule 0 contains a response or note to any line in this Pan VI Section A. Governinq 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 9 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 1a, above, who are independent 1 b 8 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 supeNision 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 1 5 Did the organization become aware during the year of a Significant diver5ion of the organization's assets? 5 X l 6 Did the organization have members or stockholders? 6 x i 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 body? 7 a X b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or 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 by the following a The governing body? 8 a X b Each committee With authority to act on behalf of the governing body? 8 b x 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes, prowde 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 1 10a Did the organization have local chapters, branches, or affiliates? 10a X 1 b If 'Yes,' did the organization have written palms and procedures governing the activmes of such chapters, amliates, and branches to ensure their operations are conSIstent With the organization's exempt purposes? 10 b 11 a Has the organization prowded a complete copy of this Form 990 to all members of its goveming body before filing the fonn? 11 a X b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. I l 12 a Did the organization have a written conflict of interest policy? If go to line 13 12 a X b Were officers, directors, or trustees, and key employees reqUIred to disclose annually interests that could give rise to conflicts? 12 b X c Did the organization regularly and con5istently monitor and enforce compliance With the policy? If 'Yes,' describe in Schedule 0 how this was 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 followmg persons include a review and approval by independent l persons, comparability data, and contemporaneous substantiation of the deliberation and deCI5ion? l a The organization's CEO, Executive Director, or top management official 15a X l b Other officers or key employees of the organization 15 b X 1 If 'Yes' to line 15a or 15b, describe the process in Schedule 0 (see instructions). 153 Did the organization invest in, contribute assets to, or partiCIpate in a jomt venture or similar arrangement With a taxable entity during the year'Yes,' did the organization follow a written policy or rocedure re uiring the or anization to evaluate its 1 participation in J0lnl venture arrangements under app icable federa tax law, an take steps to safeguard the organization's exempt status with respect to such arrangements? 16 b Section C. Disclosure 17 List the states With which a copy of this Form 990 is required to be filed $93 form-93K); 1-7 Lean-11,1932) 18 Section 6104 reqUIres an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 only) available for public inspection Indicate how you made these available. Check all that apply. '1 Own website Another's web5ite Upon request D Other (explain In Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and finanoal statements available to the public during the tax year 20 State the name, address, and telephone number of the person who possesses the organization's books and records; the Organization the Organization's Address (703) 535-3563 BAA TEEA0106 11/13/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00007 I Form990(2014) Donors Capital Fund, Inc 54-1934032 Page7 I [Part VII [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 D 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 ofticers, 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 delinition of 'key employee.' 0 List the organization's five current highest compensated employees (other than an oflicer, 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 followin order; indiViduaI trustees or directors; institutional trustees; oflicers; key employees; highest compensated employees; and former suc persons. Check this box if neither the organization nor any related organization compensated any current officer, director. or trustee. (Q (A) (B) (D) (E) (F) Name and Title Average is both an officer and a Reportable Reportable Estimated $335 $532; To"? 0f3me' week (w-mgoee-MiSC) 31'organizatron related organizaline) to g r (.1). eiame/eesee r L-.59 Chairman/BOD 0.00 X o. 0 0 .0. Perm; 8. - 1L .0 0 Vice Chairman Sec. 1.00 X X 0. 0. 0. Beige/Jr Afr-.09 President 30.00 X X 0. 239,120. 23,912. 19-153110]; Brorolss. -LQQ Board Member 0.00 X 0. 0. 0. J9- Seren- Eewead. -1.-.59 Treas./BOD 1.(2). Kris Aisle .Meerree - 1.-.09 Board Member 0.00 X o. o. o. - i.a.mr 11 .Me 1.1.0; s Board Member 0.00 X 0. 0. 0. 130321; 3.32% -L-BQ Board Member 0.00 X 0. O. 0. r 90.1111 37.011 3251911051 - 1.-.09 Board Member 0.00 X 0. O. 0. $193fo res/.9 .Zyei.k 4 rig-.09 Asst. Treas. 35.00 X 0. 202,500. 20,250. (11) L13L11) r r - r BAA TEEA0107 02/27/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00008 Form 990 ("2014) Donors Capital Fund, Inc 54-1934032 Page8 ., [[Pai'tiVIIillSection A. Officers, Directors, Trustees, Key Employees, and Hiqhest Compensated Employees (continued) (B) (C) P I (A) Age-rage [ng than Itime (D) (E) (F) ours OX, un ess person Name and title officer and a director] trustee) campgregatiaonefrom (isstag/assassin, whats tings? retina?" hours organization (and related g g g 3-, g 8 organizations -tions .-.- 0. line112) - - - - .(11.8) s s - - (19) y y g- g 129) s s - - (21) y - - - 323-) - - s s 123) s s - - 125) 122) 1bSub-total 0. 441,620. 44,162. c Total from continuation sheets to Part VII, Section A dTotal (add lines1band 1c) 0. 441,620. 44,162. 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 o 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If 'Yes, complete Schedule J for such ind/Vidual 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 individual 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indIVIdual for services 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 busrness address Description of servrces Compensation 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 O BAA 03/09/15 CITIZENAUDIT.ORG PAGE #00009 f Form 990 (2014) Donors Capital Fund, Inc 54-1934032 P8999 IPart Statement of Revenue Check if Schedule 0 contains a response or note to any line in this Part (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections revenue 512-514 .2 ,2 1 a Federated campaigns 1 a E 3 b Membership dues 1 b a. E c Fundraising events 1 c .5 5 d Related organizations 1 d E e Government grants (contributionsAll other contributions. lflS, grants, and .2 g Similar amounts not me uded above . . Noncash contributions included In lines1a-1f 0 . 8 E hTotaI.Addlines1a-1f 48,024,045. 3 Busmess Code All other program service revenue . . . E g Total. Add lines Za-Zf I 3 Investment income (Including leldendS, interest and othersimilaramounts) 414.674. -486. 415,160. 4 Income from investment of tax-exempt bond proceeds . . r 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 a Gross amount from sales of (I) securmes Other assets other than inventory Less- cost or other basis andsalesexpenses . . . 4 I 424 . 20-7 . c Gain or (loss) 624. 745. dNetgainor(loss) 624,745. 0. 624,745. 0 8 a Gross income from fundraising events E (not including. of contributions reported on line 1c). E See Part IV, line 18 a E 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 Busmess Code 11 a b c d All other revenue e Total. Add lines 11a-11d I 12 Totalrevenue.Seeinstructions 49,063,464. -486. 1.039.905. BAA TEEA0109 11113114 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00010 Form 990 (2014) Donors Capital Fund, Inc 54-1934032 Page 10 I Part 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 line In this Part not Include amounts re orted on lines expenses Program serwce Management and Fundraismg expenses general expenses expenses 1 Grants and other assume to domestic organizations and domestic governments. SeePaith,line21 48L428.362. 48,428,362. 2 Grants and other assistance to domestic individuals. See Part IV, line 22 3 Grants and other a55istance to foreign organizations, foreign governments, and for- eign indIVIduals See Part IV, lines 15 and 16 . . 4 Benefits paid to or for members 5 Compensation of current officers. directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pension plan accruals and contributions (Include section 401(k) and 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees). a Management b Legal cAccounting 14.300. 0. 14,300. 0. d Lobbying e Professmnal fundraismg services See Pan IV, line 17 . f Investment management fees 12-7 . 938 . 0 . 12.71 938 . 0 . 9 Other (If line 119 amt exceeds 10% of line 25, column (A) amount, list line 119 expenses on Schedule 0). . . 12 Advertising and promotion 13 Office expenses 14 Information technology 1 5 Royalties 1 6 Occupancy 1 7 Travel 18 Payments of travel or entertainment exgenses for any federal, state, or local pu . lic officials 19 Conferences, conventions, and meetings . . . 20 Interest 21 Payments to affiliates 22 DepreCIation, depletion, and amortization . . . 23 Insurance 10,889. 0, 10,889. 0. 24 Other expenses. ltemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) a Iexsg 172 o 172 o b 533313229.Ben.ksf.e1es 465 o 365 o 9 All other expenses 154 . 49,229,176. 49,073,818. 155,358. 0. 26 Jon costs Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation Check here [3 if followmg sop 98-2 (ASC 958-7 20) BAA TEEAO110 05/28/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00011 Form 990 (2014) Donors Capital Fund, Inc 54-1934032 Page11 I I LPart X Walance Sheet Check if Schedule 0 contains a response or note to any line in this Part X [j . (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 receivable, net 4 5 Loans and other receivables from current and former officers, directors, trustees ke em Io ees, and highest compensated employees. Complete Part II of Sc edue 5 5 Loans 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 sponsonn organizations of section 501(c)(9) voluntary employees' benehuary organizations see Instructions). Complete Part II of Sche ule L . 5 g 7 Notes and loans receivable, net 7 I a 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 9 10a Land, bu1ldings, and e uipment. cost or other basis. l Complete Part VI of Sc edule D 103 b Less- accumulated depreciation 10b 10c 11 Investments - publicly traded securities Investments - other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 11 13 14 Intangibleassets 1,402,261. 14 778,688. 15 Other assets See Part IV, line 11 15 I 16 Total assets. Add lines 1 through 15 (must equal line 34Accounts payable and accrued expenses Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 I .3 21 Escrow or custodial account liability Complete Part IV of Schedule D 21 i E 22 Loans and other pa ables to current and former officers, directors, trustees, I '5 key emplo ees, hi est compensated employees, and disqualified persons. I .3 Complete art 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 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here land complete 8 lines 27 through 29, and lines 33 and 34. E 27 Unrestrictednetassets 35,641,057. 27 35,763,732. 3 28 Temporarily restricted net assets 23 1, 29 Permanently restricted net assets 29 E Organizations that do not follow SFAS 117 (ASC 958), check here D 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 equment fund 31 2 32 Retained earnings, endowment, accumulated income, or other funds 32 g 33 Totalnetassetsorfundbalances 35,641,057. 33 35,763,732. 34 Total liabilities and net assets/fund balances BAA TEEA0111 05/28/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00012 Form990(2014) Donors Capital Fund, Inc IPart XI IReconciliation of Net Assets 54-1934032 Page 12 Check if Schedule 0 contains a response or note to any line In this Pan XI D .I 0 Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column Total revenue (must equal Part column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column . . Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other changes in net assets or fund balances (explain In Schedule 0) 49. 063,464. 49,229,176. . 35,641405'7. 2884387. wmumwwa-I .4 o 35,763,732. IPart IFinancial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part 1 Accounting method used to prepare the Form 990. DCash .Accrual DOIher If the or anization changed its method of accounting from a prior year or checked 'Other,' explain in Sche ule O. 2 a Were the organization's finanCIal statements compiled or reviewed by an independent accountant? If 'Yes,' check a box below to indicate whether the Manual statements for the year were compiled or reVIewed on a se arate ba5is, consolidated ba5is, or both. If] Separate basis DConsolidated basis DBoth consolidated and separate ba5is b Were the organization's finanCIal statements audited by an independent accountant? If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both- Separate basis .Consolidated basis DBoth consolidated and separate c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for over5ight of the audit, review, or compilation 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 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 TEEA0112 05/28/14 Form 990 (2014) CITIZENAUDIT.ORG PAGE #00013 Public Charity Status and Public Support M SCHEDULE Corn lete if the or anization Is a section 501(c)(3) or anization or a section (Form 990 or 990.52) p g4947(a)(1) nonexempt charitable tl'gUSt. 201 4 Attach to Form 990 or Form 990-EZ. - - Open to Public Information about Schedule A (Form 990 or 990-EZ) and Its Instructions Is D n l T at Inspection Name of the organization Employer Identification number Donors Capital Fund, Inc 54-1934032 IPart I I Reason for Public Charity Status (All orqanizations 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 assoaation 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 A medical research organization operated in conjunction With a hospital described in section Enter the hospital's name, city, and state. 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 II.) 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, membershi fees. and gross receipts from activities related to its exem t functions - subject to certain exceptions, and (2) no more than 33-1/300 of Its support from gross investment income and unrelate business taxable income (less section 511 tax) from businesses achIred by the organization after June 30, 1975. See section 509(a)(2). (Complete Pan I 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated excluswegi for the benefit of, to perform the functions of, or to carry out the urposes of one i or more publicly supported organizations describe in section 509(a)(1) or section 509(a)(2) See section Check the box in I lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g. a Type I. A supporting organization operated, supewised, or controlled by Its supported organization(s), typically by givmg 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 . Type II A supporting organization supewised 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. 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 Type non-functionally integrated A supporting organization operated In connection with Its suppOIted 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. U 0 Q. 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. f Enter the number of supported organizations 162 9 Provide the following information about the supported organization(s). (I) Name of supported (Ii) EIN 0..) Type of or anization (N) 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)) document? Yes No (A) See continuation paqes (B) (C) (D) (E) Total 48,428,362. 0. BAA For Papenivork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2014 TEEAO401 07/1 6/14 CITIZENAUDIT.ORG PAGE #00014 Donors Capital Fund, Inc. 54-1934032 A, Line 11(h) (continued) Name of supported EIN (in) Type of organization (N) Is the Amount of monetary (VI) Amount of other support organization (described on lines 1-9 organization in support (see (see instructions) above or IRC section) listed in your governing doucmnet7 Yes No First Presbytenan Church-Midland TX 1 X $10,246 99 $0 00 Foundation for IndiViduaI Rights in EducatioruFlRE) 04-3467254 9 X $350,000 00 $0 00 StudentNewsDaiy com 05-0611977 9 X $25,000 00 $0 00 AmenCares Foundation, Inc 06-1008595 9 X $5,000 00 $0.00 American Islamic Congress 06-1634525 9 X $25,000 00 $0 00 Bluegrass Institute 1 1-3691843 9 X $25,000 00 $0 00 The JeWish Federations of North Amenca 13-1624240 9 X $500,000 00 $0 00 Hudson 13-1945157 3 X $200,000 00 $0 00 Friends of Westchester County Parks 13-2937499 9 X $100,000 00 $0 00 Philanthropy Roundtable 13-2943020 9 X $616,098 00 $0 00 Central Fund of Israel 13-2992985 9 X $1,000,000 00 $0 00 Children's Scholarship Fund 13-4002189 9 X $175,000 00 $0 00 Foundation for Economic Education 13-6006960 9 X $100,000 00 $0 00 PEF - Israel Endowment Fund 13-6104086 9 X $500,000 00 $0 00 Bar-Ilan 13-6192275 2 X ($7,557,751 54) $0 00 Jemsalem for Market Studies 20-0105601 9 X $50,000 00 $0 00 Beacon Center of Tennessee 20-1608567 9 X $42,250 00 $0 00 Show-Me Institute 20-1957878 9 X $73,950 00 $0 00 Catholic Assomation Foundation 20-2387967 9 X $90,000 00 $0 00 John W Pope CiVitas 20-2454741 9 X $20,000 00 $0 00 JUdlClaI Education Project 20-2466871 9 X $730,000 00 $0 00 Human Rights Foundation 20-2669700 9 X $300,000 00 $0 00 Movmg Picture Institute 20-3237801 9 X $25,000 00 $0 00 Reason, lndiVIdualism, Freedom Institute 20-3518877 9 X $20,000 00 $0 00 Center for Competitive Politics 20-3676886 9 X $675,000 00 $0 00 Market Research Foundation 20-4155641 9 X $1,650,000 00 $0 00 Schedule A, L1 1 (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00015 Donors Capital Fund, Inc. 54-1934032 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (N) Is the Amount of monetary (Vi) Amount of other support organization (described on lines 1-9 organization in support (see Instnictions) (see instructions) above or IRC section) listed in your governing doucmnet'? Yes No Lucy Bums Institute 20-8036372 9 X $2,341,000 00 $0 00 Platte Institute for Economic Research 20-8809060 9 X $119,770 00 $0 00 Sophia Institute 22-2548708 9 X $5,000 00 $0 00 Ayn Rand Institute 22-2570926 9 X $56,000 00 $0 00 Pioneer Institute for Public Policy Research 22-2632081 9 X $25,000 00 $0 00 Partners Relief and Development 22-3786806 9 X $12,000 00 $0 00 Maine Hemage Policy Center 22-3888250 9 X $28,500 00 $0 00 Trustees of the University of 23-1352685 9 X $550,000 00 $0 00 Commonwealth Foundation for Public Policy Alternative 23-2473845 9 X $37,050 00 $0 00 Vanguard Charitable Endowment Program 23-2888152 9 X $360,000 00 $0 00 Amencan Spectator Foundation 23-7002632 9 x $15,000 00 so 00 Young Amenca's Foundation 23-7042029 9 X $60,000 00 $0 00 Kansas Policy Institute 23-7047821 9 X $22,000 00 $0 00 Greater Houston Community Foundation 23-7160400 9 X $320,000 00 $0 00 Hentage Foundation 23-7327730 9 X $40,000 00 $0 00 Cato Institute 23-7432162 9 X $100,000 00 $0 00 Middle East Forum 23-7749796 9 X $1,925,000 00 $0 00 Lincoln Institute of Public Opinion Research 25-1704705 9 X $20,000 00 $0 00 Foundation 25-1725738 9 X $1,700,000 00 $0.00 Center for Consumer Freedom 26-0006579 9 X $30,000 00 $0 00 m came. .0. Amenca's Founding and History 26-1 147689 9 X $125,000 00 $0 00 Palmetto Policy FOrum 26-3077338 9 X $105,650 00 $0 00 American Transgency 26-3593601 9 X $300,000 00 $0 00 Idaho Freedom Foundation 26-3783048 9 X $61,500 00 $0 00 Legacy Foundation 263853831 9 X $50,000 00 $0 00 Franklin Center 264066298 9 X $6,874,000 00 $0 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00016 Donors Capital Fund. Inc 54-19340321 A, LIne 11(h) (contInued) (I) Name of supported EIN Type of organization (Iv) Is the Amount of monetary (vr) Amount of other support organrzatron (descnbed on lrnes 1-9 organrzatron In support (see Instructions) (see Instructrons) above or IRC sectron) listed In your govemlng doucmnet'? Yes No Advance Arkansas Institute 27-0271657 9 X $43,500 00 $0 00 State Budget Solutions 27-1501919 9 X $609,650 00 $0 00 Student Free Press Assocratlon 27-2277658 9 X $265,600 00 $0 00 Cahfomla Publrc POlle Center 27-2870463 9 X $34,250 00 $0 00 Preject Ventas 27-2894856 9 X $10,000 00 $0 00 Spark Freedom 27-4827443 9 X $615,160 00 $0 00 Buckeye 31 -1 278593 9 X $151,850 00 $0 00 Schwab Charitable Gm Fund 31-1640316 9 X $550,000 00 $0 00 Mastermedla 33-0104548 9 X $1,200 00 $0 00 Ashland UnlverSIty 34-0714626 2 X $10,000 00 $0 00 One Nation Under God Foundation 35-2176192 9 X $92,950 00 $0 00 Federallst Socrety 36-3235550 9 X $1,336,500 00 $0 00 Heartland 36-3309812 9 X $1,900,000 00 $0 00 Taxgyer Education Foundatron 36-3955081 9 X $25,000 00 $0 00 Freedom Foundatron of MN 36-4592698 9 X $24,100 00 $0 00 Mackinac Center for Public Policy 38-2701547 9 X $187,000 00 $0 00 Acton Institute 38-2926822 9 X $1,100,000 00 $0 00 Equal Voting Institute 38-3876682 9 X $150,000 00 $0 00 Bethany Baptist Church 41-1356719 1 X $2,500 00 $0 00 Pollgy 41-2057028 9 X $243,250 00 $0 00 Kanakuk MInIstnes 43-1815310 1 X $1,100 00 $0 00 Foundation for Government 45-2637507 9 X $1,451,900 00 $0 00 Rhode Island Center for Freedom and Prospenty 45-2805369 9 X $59,500 00 $0 00 Frontier Lab 45-2838483 9 X $50,000 00 $0 00 Center for Class Actron Farmess 45-5119142 9 X $150,000 00 $0 00 Libertas 45-5254794 9 X $25,600 00 $0 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00017 at Donors Capital Fund, Inc. 54-1934032 A, Lme 11(h) (contmued) (I) Name of supported EIN Type of organization (N) Is the Amount of monetary (VI) Amount of other support organization (descnbed on lines 1-9 organization In support (see Instructions) (see above or IRC section) listed In your govemlng doucmnet'? Yes No Amencan Media Institute 46-0551578 9 $200,000 00 $0 00 Philosophy Fund 46-1182338 9 X $230 00 $0 00 mire Center for Public Policy, Inc 46-1987418 9 X $102,532 00 $0 00 Empower Foundation 46-4565274 9 X $6,250 00 $0 00 of Institute 48-0891418 9 X $20,000 00 $0 00 Foundation for Economics 51-0183347 9 X $35,000 00 $0 00 51-0235174 9 X $50,000 00 $0 00 Polwarth 51-0558527 9 X $1,200 00 $0 00 Amencan Legislative Exchange Counctl 52-0140979 9 X $144,000 00 $0.00 Center for Independent Thought 52-0945376 9 X $100,000 00 $0 00 Washington Legal Foundation 52-1071570 9 X $40,000 00 $0 00 Ethics 8. PubIIc Policy Center 52-1162185 9 X $105,000 00 $0 00 National Center for Public POIICY Research, Inc 52-1226614 9 X $40,000 00 $0 00 on Religion 8. Democracy 52-1265221 9 X $250,000 00 $0 00 Capnal Research Center 52-1289734 9 X $40,000 00 $0 00 Competitive Enterpnse Institute 52-1351785 9 X $200,000 00 $0 00 Yankee Institute 52-1358144 9 X $37,450 00 $0 00 Free To Choose Network, Inc 52-1455677 9 X $1,170,816 00 $0 00 US English Foundation 52-1524976 9 X $50,000 00 $0 00 Freedom Works Foundation 52-1526916 9 X $20,000 00 $0 00 Center for IndIVIduaI Rights 52-1600481 9 X $30,000 00 $0 00 Center for Secunty Policy 52-1601976 9 X $150,000 00 $0 00 US Term Foundation 52-1729739 9 X $400,000 00 $0 00 for Justice 52-1744337 9 X $140,000 00 $0 00 National Legal 8. Policy Center 52-1750188 9 X $30,000 00 $0 00 Book 52-1779606 9 X $10,000 00 $0 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00018 Donors Capital Fund, Inc 54-1934032 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) Is the Amount of monetary (VI) Amount of other support organization (described on lines 1-9 organization in support (see instructions) (see instructions) above or IRC section) listed in your governing doucmnet7 Yes No Center for Education Reform 52-1847187 9 X $20,000 00 $0 00 Amencan of Trustees and Alumni 52-1870003 9 X $1,375,000 00 $0 00 Amenca's Future Foundation 52-1928321 9 X $80,000 00 $0 00 Americans for Limited Government Research Foundation 52-2020468 9 X $125,000 00 $0 00 Real Clear Foundation 52-2128875 9 X $25,000 00 $0 00 DonorsTrust 52-2166327 9 X $7,617,000 00 $0 00 Maryland Public PolICy Institute 52-2199055 9 X $65,000 00 $0 00 lntemational Policy Network US, Inc 52-2363626 9 X $152,000 00 $0 00 St Matthew Catholic School 53-0196617 9 X $5.000 00 $0 00 Amencan Enterpnse Institute 53-0218495 9 X $1,816,970 00 $0 00 War Trust 54-1426643 9 X $40,000 00 $0 00 Mercatus Center, GMU 54-1436224 9 X $335,000 00 $0 00 GMU Foundation (Law 8. Econ Center) 54-1603842 9 X $2,465,000 00 $0 00 Clare Boothe Luce Policy Institute 54-1672138 9 X $40,000 00 $0 00 John Locke Foundation 56-1656943 9 X $10,000 00 $0 00 Arendell Parrott Academy 56-6065129 9 $25,000 00 $0 00 State Policy Network 57-0952531 9 X $3,088,100 00 $0 00 Public Sewice Research Foundation 58-1442675 9 X $30,000 00 $0 00 Georgia Center for Opportunity 58-1928520 9 X $92,400 00 $0 00 James Madison Institute for Public Policy 59-2811908 9 X $39.500 00 $0 00 Florida State Universny Foundation 59-6152180 9 X $439,500 00 $0 00 Alabama Policy Institute 630809568 9 X $53,500 00 $0 00 MISSISSIPPI Center for Public Policy 64-0797905 9 X $49,750 00 $0 00 Center for America 65-1256702 9 $1,000,000 00 $0 00 Youth Conference Ministnes 71-0941809 9 X $2,000 00 so 00 Oklahoma Game" of Public Affairs 73-1436375 9 X $69,900 00 $0 00 Schedule A, L1 1 (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00019 Donors Caprtal Fund, Inc 54-1934032 A, Lrne 11(h) (contrnued) (I) Name of supported EIN (ur) Type of organrzatron (rv) Is the Amount of monetary (VI) Amount of other support organrzatron (descnbed on lrnes 1-9 organrzatron In support (see Instructions) (see above or IRC sectron) lrsted In your govemrng doucmnet7 Yes No of Texas Foundatron 74-1587488 5 X $30,000 00 $0 00 Secunty Research Assocrates, Inc 74-2209420 9 X $25,000 00 $0 00 Texas Publrc Polrcy Foundatron 74-2524057 9 X $226,000 00 $0 00 School of Mrdland Texas 75-0995808 2 X $28,666 67 $0 00 Mrdland - Odessa 8- Chorale 75-1301544 9 X $5,125 00 $0 00 for Polrcy lnnovatron 75-2158093 9 X $5,000 00 $0.00 Evangelrcal Development 75-2216546 1 X $25,300 00 $0 00 East-West lntematronal 75-2486132 9 X $2,400 00 $0.00 Teen F L O W Youth 75-2899609 9 X $3,700 00 $0 00 Mrdland Community Theatre 75-6003774 9 X $2,200 00 $0.00 Opponunrty Ohro 80-0829668 9 x $11,106 01 so 00 Stewards of the Range. Inc 82-0472269 9 X $25,000 00 $0 00 Young ere 84-0385934 9 X $6,200 00 $0 00 Mountarn States Legal Foundatron 8+0736725 9 X $50,000 00 $0 00 Independence 84-0990300 9 X $32,200 00 $0 00 Rro Grande Foundatron 85-0468446 9 X $20,000 00 $0 00 Goldwater 86-0597661 9 X $85,000 00 $0 00 Suthenand 87-0531727 9 X $131,000 00 $0 00 Nevada Polrcy Research 68-0276314 9 X $43,500 00 $0 00 Polrcy Center 91-1752769 9 X $78,500 00 $0 00 Cascade Polrcy 93-1045925 9 X $20,000 00 $0 00 for Humane Studies 94-1623852 9 X $300,000 00 $0 00 Pacmc Legal Foundatron 94-2197343 9 X $55,000 00 $0 00 Atlas Economic Research Foundatron 942763845 9 X $45,000 00 $0 00 Freedom Foundatron 94-3136961 9 X $22,700 00 $0 00 George Mark Fund 94-3255845 9 X $25,000 00 $0 00 Schedule A. L1 1 (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00020 Donors Capital Fund. Inc 54-1934032 - A, Lme 11(h) (continued) (I) Name of supported EIN (Ill) Type of organization (IV) Is the Amount of monetary (VI) Amount of other support organization (descnbed on llnes 1-9 organization In support (see Instructlons) (see Instructions) above or IRC section) listed In your govemlng 1 doucmnet7 Yes No Students for Liberty 94-3435899 9 X $400,000 00 $0 00 Focus on the Family 95-3188150 9 X $1,200 00 $0 00 Reason Foundatron 95-3298239 9 X $100,000 00 $0 00 Claremont Institute 95-3443202 9 X $59593 00 $0 00 Brotherhood Organization of a New Destiny 95-4278723 9 X $5.000 00 $0 00 Cru 95-6006173 9 X $3,000 00 $0 00 Schedule A. L1 1 (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00021 l 1 Schedule A (Form 990 or 990-EZ) 2014 [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 Donors Capital Fund Inc 54-1934032 Page 2 Section A. Public Support Calendar year (or fiscal year beginning In) 1 6 Gifts, grants, contributions, and membership fees received Do not include any 'unusual grants 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 3 . . 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 . . Public support. Subtract line 5 from line 4 2010 2011 2012 2013 201 4 Total Section B. Total Support Calendar year (or fiscal year beginning inAmounts from line 4 Gross income from interest, diVidends, pa ments received on securities oans, rents, royalties and income from Similar sources Net income from unrelated busmess activities, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Pan VI.) Total support. Add lines 7 through Gross receipts from related activities, etc (see instructions) I 12 2010 2011 (C) 2012 2013 2014 (0 Total 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 Support Percentaqe 14 Public support percentage for 2014 (line 6, column divided by line 11, column (0) 14 15 Public support percentage from 2013 Schedule A, Part II, line 14 15 16a 33-1l3% support test - 2014. 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 qualines as a publicly supported organization El 17a 10%-facts-and-crrcumstances test - 2014. 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 VI how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization b 33-1/3% support test - 2013. 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 qualities as a publicly supported organization El b 10%-facts-and-circumstances test - 2013 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 VI how the organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions BAA Schedule A (Form 990 or 990-EZ) 2014 TEEA0402 07/16/14 CITIZENAUDIT.ORG PAGE #00022 Schedule A (Form 990 or 990-EZ) 2014 Donors Capital Fund, Inc I 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.) Section A. Public Support 54-1934032 Page3 Calendar year (or fiscal yr beginning in) 1 Gifts, grants, contributions and membership fees received. (Do not include any 'unusual grants.') 2 Gross recei ts from admis- Sions, merc andise sold or services performed, or facilities furnished in any actIVIty that is related to the organization's tax-exempt purpose 3 Gross receipts from activrties that are not an unrelated trade or busmess under section 513 . 4 Tax revenues levred for the or anization's benefit and eit er 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 through 5 . . 7 a 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 G Add lines 7a and 7b 8 Public support (Subtract line 7c from line 6.) . 2010 2011 (C) 2012 2013 2014 (0 Total Section B. Total Support Calendar year (or fiscal yr beginning in) 9 Amounts from line 6 1 0 a Gross income from interest, diVidends, payments received on secunties 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 busmess actiVIties not included in line 10b, whether or not the busmess is regularly carried on 1 2 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) 2010 2011 (C) 2012 2013 2014 Total organization, check this box and stop here H Section C. Computation of Public Support Percentage 1 5 Public support percentage for 2014 (line 8, column dIVIded by line 13, column (0) 15 16 Public support percentage from 2013 Schedule A, Part line 15 16 is Section D. Computation of Investment Income Percentage 1 7 Investment income percentage for 2014 (line 10c, column divided by line 13, column (0) 17 18 Investment income percentage from 2013 Schedule A, Part line 17 18 19a 33-1/3% support tests - 2014. 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 D b 33-1/3% support tests - 2013. 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, or 19b, check this box and see instructions E BAA TEEA0403 O7l17/14 Schedule A (Form 990 or 990-EZ) 2014' CITIZENAUDIT.ORG PAGE #00023 Schedule A (Form 990 or 990-EZ) 2014 Donors Capital Fund Inc 54 a 1934 032 Page 4 . [Part IV I Supporting Organizations (Complete only if you checked 3 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, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.) 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 If 'No, describe in Part VI how the supported organizations are desrgnated. If desrgnated by class or purpose, describe the designation. If historic and contrnurng relationship, explain 1 X 2 Did the organization have an supported or anization that does not have an IRS determination of status under section 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 Ba X b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and l l 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 suplpon to such organizations was used exclusively for section 170(c)(2)(B) purposes. If 'Yes, explain in Part VI w at controls the organization put in place to ensure such use 3c 4 3 Was an supported organization not organized in the United States ('foreign supported organization)? If 'Yes'and i if you c ecked 113 or 11b in Part I, answer and below 4a X l b Did the organization have ultimate control and discretion. in decidin whether to make rants to the foreign supported V organization? If 'Yes, describe in Part VI how the organization ha such control and iscrerion despite being controlled or supervrsed by or in connection with 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 (2 If 'Yes,' explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization 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 taxvyear? If 'Yes,' answer and be ow (if applicable). Also, provide detail in Part VI, inc/u ing the names and E l numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the document) 5 a X b Type I or Type ll only. Was any added or substituted supported organization part of a class already designated 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 prowde support (whether in the form of grants or the provision of semices or facilities) 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, provrde detail in Part VI 6 X 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 'Yes,'complete Part I of Schedule L (Form 990) 7 X 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If 'Yes,' I complete Part I of Schedule L (F orm 990) 8 X 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 detail 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,'prowde detail in Part VI 9b X c Did a disqualified person (as defined in line have an ownershi interest in, or derive any personal benefit from, we a- -e-l assets in which the supporting organization also had an interest? I 'Yes, 'me/ide detail in Part VI 9c X 10a Was the organization subject to the excess business holdings rules of IRC 4943 because of 4943(f) (regarding 1 certain T 9 II supporting organizations, and all Type non-functionally integrated supporting organizations)? If 'Yes,' answer (X5) below 10a X b Did the organization, have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine 1 whether the organization had excess business holdings.) 10b BAA TEEA0404 07/17/14 Schedule A (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00024 Schedule A (Form 990 Of 990-EZ) 2014 Donors Capital Fund I Inc 54 - 1934 032 Page 5 [Part IV ISupporting Organizations (continued) Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together With persons described in and below, the governing body of a supported organization? 11a X b A family member of a person described in above? 11b X c A 35% controlled entity of a person described in or above? If 'Yes'to a, b, or c, provide detail in Part VI 11c x Section B. Type I SupportingOrganizations Yes No 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? If describe in Part VI how the supponed organization(s) effectively operated, supervised, or contra led the organization's actiwties. If the organization had more than one supported organization, describe how the powers to appomt 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 1 X 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, superwsed, or controlled the supporting organization? If 'Yes, explain in Part VI how prowding such benefit carried out the purposes of the supported organization (5) that operated, superwsed, or controlled the supporting organization 2 X Section C. Type II Supporting Organizations g Yes No 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 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) 1 Section D. All Type Supporting Organizations Yes No 1 Did the organization provide 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 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 notihcation, to the extent not previously provided? 1 2 Were any of the or anization's officers, directors, or trustees either appomted or elected by the supported organization(s) or servm on the governing body of a supported organization? If 'No,'ex am in Part VI how the organization maintaine a close and continuous working relations ip With the supporte organization(s) 2 3 By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If 'Yes, describe in Part VI the role the organization's supported organizations played in this regard 3 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. 0 D The organization supported a governmental entity Describe in Part VI how you supported a government entity (see instructions). 2 Activities Test Answer and below. Yes No a Did substantially all of the organization's actiwties during the tax year directly further the exempt 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 activities directly furthered their exempt purposes, how the organization was responswe to those supported organizations, and how the organization determined that these activities constituted substantially all of its actiwties 2a b Did the actiwties described in constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If 'Yes,' explain In Part VI the reasons for the organization's posmon that its supported organization(s) would have engaged in these actiwties but for the organization's involvement 2 b 3 Parent of Supported Organizations Answer and below. a Did the organization have the power to regularl ap mm or elect a majority of the officers, directors, or trustees of each of the supported organizations? Prowde etai s in Part VI 33 b Did the organization exercise a substantial degree of direction over the policies, programs, and actiwties of each of its supported organizations? If 'Yes, describe in art VI the role played by the organization in this regard 3b BAA TEEA0405 07/18/14 Schedule A (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00025 Schedule A (Form 990 or 990-EZ) 2014 Donors Capital Fund I Inc . Part V IType Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 54-1934032 Pages 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. 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 01-5de 0701-5de 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) m Other expenses (see instructions) cow 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 w Subtract line 2 from line 1d w .5- 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 m#d'301 Minimum Asset Amount (add line 7 to line 6) WNOJUIA 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 050!wa4 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-functionaIIy-integrated Type supporting organization (see instructions). BAA TEEA0406 07/18/14 6 Schedule A (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00026 Schedule A (Form 990 or 990-EZ) 2014 FPart V [Type Non-Functionally lnteqrated 509(a)(3) Supportinq Organizations (continued) Section D - Distributions 1 2 (.0 Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform actiwty that directly furthers exempt purposes of supported organizations, in excess of income from activity Administrative expenses paid 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 which the organization is responsive (prowde details in Part VI). See instructions Distributable amount for 2014 from Section C, line 6 Line 8 amount divided by Line 9 amount Page 7 Current Year Section E - Distribution Allocations (see instructions) (I) (Ii) Excess Underdistributions Distributions Pre-2014 Distributable Amount for 2014 Distributable amount for 2014 from Section C, line 6 l Underdistributions, if any, for years prior to 2014 (reasonable cause required - see instructions) Excess distributions carryover, if any. to 2014. DUB) d e From 2013 f Total of lines 3a through e 9 Applied to underdistributions of prior years h Applied to 2014 distributable amount Carryover from 2009 not applied (see instructions) J Remainder. Subtract lines 39, 3h, and 3i from 3f Distributions for 2014 from Section D, line 7; 3 Applied to underdistributions of prior years D Applied to 2014 distributable amount c Remainder. Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 39 and 4a from line 2 (if amount greater than zero, see instructions) 6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) 5 7 Excess distributions carryover to 2015. Add lines Breakdown of line Excess from 2013 e Excess from 2014 BAA TEEA0407 10/31/14 Schedule A (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00027 ScheduleA(Form Donors Capital Fund, Inc 54-1934032 Page8 Supglemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and art line 12. Also complete this part for any additional information. (See instructionsTHE ORGANIZATION SUPPORTS QUALIFED ORGANIZATIONS WHICH Pt Iv Sec A Ln 1 ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE Pt IV Sec A Ln 1 INITIATIVES, MOST PERVASIVE AND RADICAL NEEDSINCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTHENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS Pt IV Sec A Ln 1 AND ARTS AND QUALIFIED ORGANIZATIONS WHICH Pt IV Sec A Ln 1 ENCOURAGE PHILANTHROPY AND INDIVIDUAL GIVING AND Pt Iv Sec A Ln 1 RESPONSIBILITY AS AN ANSWER To NEEDSOPPOSED To GOVERNMENTAL INVOLVEMENT Pt IV Sec A Ln 1 BAA Schedule A (Form 990 or 990-EZ) 2014 TEEAO408 08/18/14 CITIZENAUDIT.ORG PAGE #00028 SCHEDULE D Supplemental Financial Statements (Form 990) 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. De anment of the Treasu - - - - lmgmal Revenue Semcery Information about Schedule D (Form 990) and Its instructions is at Name of the organization Employer identification number Donors Capital Fund, Inc 54-1934032 Wi- 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 1 5 . 2 Aggregate value of contributions to (during yearAggregate value of grants from (dunng yearAggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor adVised funds are the organization's property, subject to the organization's exclusive legal control? .Yes No 6 Did the or anization inform all grantees, donors, and donor adVIsors in writing that grant funds can be used only for chanta Ie purposes and not for the benefit of the donor or donor adVIsor, or for any other purpose conferring impermissible private benefit? .Yes mo 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 (9 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 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 certified historic structure included in 2 c d Number of conservation easements included in acquired after 8/17/06, and not on a historic structure listed in the National Register 2 d 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? EYES D 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 C 8 Does each conservation easement reported on line 2(d) above satisfy the reqUIrements of section and section DYes D No 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 finanCIaI statements that describes the organization's accounting for conservation easements. Rant I. l 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 servnce, prowde, in Part the text of the footnote to its financial 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 service, provide the following amounts relating to these items- Revenue included in Form 990, Part Ilne 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 reqwred to be reported under SFAS 116 (ASC 958) relating to these items. a Revenue included in Form 990, Part line 1 b Assets included in Form 990, Part X BAA For Papenivork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 10/23/14 Schedule D (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00029 Schedule D (Form 990) 2014 . team "If Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Donors Capital Fund, Inc 54-1934032 3 Using the organIzation's achISItion, accession, and other records, check any of the followmg that are a Significant use of Its collectIon Items (check all that apply); Page 2 a Public exhibItIon d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 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 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? line 9, or reported an amount on Form 990, Part X, line 21. El Yes El No Want w Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' to Form 990, Part IV, 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 followmg table- El Yes El No Amount c BegInnIng balance 1 c d AddItions during the year 1 d e DistrIbutlons during the year 1 e f EndIng balance 1 f 2 a Did the organization Include an amount on Form 990, Part X, We 21, for escrow or custodIal account IIabIlIty'Yes,' explain the arrangement in Part Check here If the explanatIon has been provided In Part - Endowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10. 1 a BegInning of year balance . . . b Contributions c Net investment earnIngs, gaIns, andlosses 1,327,806. 3,276,729. 2,478,964. 497,225. 3,761,905. dGrantsorscholarshIPS 48,428,362. 52,091,881. 56,114,235. 56,612,510. 41,100,998. e Other expenditures for facilItIes andprograms 160,101. 23,529. 205,355. 12,686. 496,574. fAdminIstraliveeXPenses - - -- 645,506. 726,352. 710,959. 662,685. 380,753. gEndofyearbalance 35,500,375. 35,382,493. 36,269,849. 35,566,731. 31,734,450. Current year PrIor year Two years back Three years back Four years back 35,382,493. 36,269,849. 35,566,731. 31,734,450. 55,375,240. 48,024,045. 48,677,677. 55,254,703. 60,622,937. 14,575,630. 2 Prowde the estimated percentage of the current year end balance (line 19, column held as; a Board designated or quasi-endowment 10 0 . 00 b Permanent endowment 0 . 00 c Temporarily restrIcted endowment o 0 o The percentages in IInes 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 (I) 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. 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 (investment) Cost or other baSlS (other) 1 a Land b Buildings c Leasehold improvements d Equipment e Other Accumulated de recIatIon Book value Total. Add lInes 1a through 1e (Column must equal Form 990, Part X, column (B), line 10a BAA TEEA3302 08/25/14 Schedule D (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00030 Schedule D (Form 990) 2014 Donors Capital FundPage 3 IPart VII Ilnvestments - Other Securities. Complete if the orqanization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12. of secunty or category Gncludmg name of secunty) B00k value Method of valuation. Cost or end-ol-year market value (1) Financial derlvatives (2) Closely-held equity interests (3) Other Total. (Column must equal Farm 990, PanX, column (B) line 12) I IPart vm - Program Related. if the ""nization answered 'Yes' to Form 990 Part IV line 11c. See Form 990 Part X line 13. of investment Book value Method of valuation. Cost or end-of- market value b Other Assets. Corn if th nization answered 'Yes' to Form 990 Part IV line 11d. See Form 990 Part X line 15. Book value (8) (9) (10) Total (Column must Form 990, Part X, column (B), line 15) Other Liabilities. if the answered 'Yes' to Form 990 Part IV Iine11e or 11f. See Form 990 Part line 25 Book value 1 Federal income taxes (2) (3) (4) (5) (10) 1 Total. mus! Form PanX, column line Liabillty for uncertam tax posmons In Part prowde the text of the footnote to the organIzation's fInanCIaI statements that reports the organIzatIon's IIabIlIty for woman tax posmons under FIN 48 (ASC 740) Check here If the text of the footnote has been prowded In Part BAA TEEA3303 08/25/14 Schedule D (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00031 Schedule D (Form 990) 2014 Donors Capital Fund, Inc 54 - 1934 03 2 Page 4 [Part XI lReconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 1 2a. 1 Total revenue, gains, and other support per audited fInanCIaI statements Amounts Included on Me 1 but not on Form 990, Part Me 12- a Net unrealized gaIns (losses) on Investments Donated services and use of facilitIes 2 b c Recoverles of mm year grants 2 c d Other (DescrIbe in Part 2 d eAddIinesZathrouthd . . . 2e 288,387. 3 . . . 3 49,063,464. 4 Amounts included on Form 990, Part km 12, but not on line 1; a Investment expenses not Included on Form 990, Part line 7b 4 a b Other (DescrIbe In Pan 4 b G Add lines 4a and 4b 4 c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Pan l, 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 1 2a. 1 Total expenses and losses per audited finanCIal statements Amounts Included on Me 1 but not on Form 990, Part IX, line 25; a Donated serVIces and use of faciIItIes 2 a b PrIor year adjustments 2 b c Other losses 2 c d Other (DescrIbe In Part 2 d e Add IInes 2a through SubtractlineZefromline1 . . . 3 49.229.176. 4 Amounts Included on Form 990, Part IX, Me 25, but not on line 1; a Investment expenses not Included on Form 990. Part line 7b 4 a b Other (DescrIbe in Pan 4 b C Add lines 4a and 4b 4 c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Pan I, line 18[Part [Supplemental Information. Prowde the descriptIons required for Part II, lInes 3, 5, and 9; Part IInes 1a and 4; Part IV, IInes 1b and 2b; Part V, line 4; Part X, km 2. Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete thIs part to prowde any additIonal Information BAA Schedule D (Form 990) 201 4 TEEA3304 10/28/1 4 CITIZENAUDIT.ORG PAGE #00032 O 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 of the Treasury Internal Revenue Sewice Information about Schedule I (Form 990) and Its Instructions is at . I gISijClI 3 Employer identification number 54-1934032 1 . O Name of the organization Donors Capital Fund Inc . [Partlj General Information on Grants and AsSISIance 1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility for the grants or assistance. and HYes 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. IPartill [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 olorganization EIN IRC section Amount of cash grant Amount of non-cash Method ofvaluation (9) Description of Purpose oi grant or government if applicable a55istance (book, FMV, appraisal, non-cash or other .(11 See. gen; izrtue t.i.or.1 .pjge s 2 Enter total number of section 501(c)(3) and government organizations listed in the line1 table . . . . . . . . . . . . . . . . . . . . . . . . . . 162 BAA For Papenivork Reduction Act Notice, see the Instructions for Form 990. TEEA3901 06/19/14 Schedule I (Form 990) (2014) CITIZENAUDIT.ORG PAGE #00033 Schedule I (Form 990) (2014) Donors Capital Fund, Inc 54-1934032 Page-'2 [Part [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 Numberof Amount of Amount of (9) Method of valuallon (book. (0 of non-cash aSSIstance reclplenls cash grant non-cash FMV. appraisal, other) 7 [Part IV [Supplemental Information. Provide the information required in Part I, line 2, Part column and any other additional informationLine Line Line Line Line Line Line Line Each grant is accompanied by a letter stating that if the grant is accepted it will not be used to benefit any disqualified person or for lobbying or political purposes. All grants are made to U.S. 501(c)(3) public charities. The Organization relies upon the the oversight provided by United States and individual states rules and regulations applicable to such charities. Grantees must agree that grant funds are not to be used for lobbying or any type of political activity. BAA SchedLHeI(Forn1990)(2014) TEEA3902 10/28/14 CITIZENAUDIT.ORG PAGE #00034 Donors Capital Fund, Inc. 54-1934032 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 (8) Amount of Non-Cash A55istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or F. Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $25,000 00 NIA Cash NIA for general operations Center for Organizational Research and Education 0 Box 34557 Washington, DC 20043 26-0006579 501(c)(3) $16,000 00 NIA Cash NIA tor general operations Foundation for Government Accountability 5275 Collier Boulevard 201-279 Naples, FL 34119 45-2637507 501(c)(3) $800,000 00 Cash NIA for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) 52.009.900.00 NIA Cash for general operations State Budget Solutions 6400 Kings Crest Court Chestertield, VA 23832 27-1501919 501(c)(3) $10,000 00 NIA Cash NIA itor general operations Lucy Burns Institute 301 South Bedtord Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) 51.000.000 00 NIA Cash NIA for general operations State Budget Solutions 6400 Kings Crest Court Chesterfield, VA 23832 27-1501919 501(c)(3) 350.000 00 Cash NIA for general operations State Policy Network 655 North Fort Myer Drive 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $1,080,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00035 Donors Capital Fund, Inc. 54-1934032 l, 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 Amount of Non-Cash A55istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Purpose of Non-Cash Grant or ASSIstance A55istance Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $250,000 00 NIA Cash NIA for general operations Center for Competitive Politics 124 South West Street mm 201 Alexandria, VA 22314 20-3676886 501(c)(3) $170,000 00 NIA Cash NIA for general operations Heartland Institute One South Wacker Drive Suite 2740 Chicago, IL 60606 36-33098 1 2 501(c)(3) $1,500,000 00 NIA Cash for general operations Legacy Foundation 2740 South Glass Street Sioux City. IA 51106 26-3853831 501(c)(3) $50,000 00 NIA Cash for general operations Middle East Forum 1500 Walnut Street Surte 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $450,000 00 Cash for general operations One Nation Under God Foundation 414 N Orleans Plaza, Suite 320 Chicago, IL 60654 35-2176192 501(c)(3) $32,450 00 NIA Cash NIA tor the Illin0is church proiect American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 501(c)(3) $476,970 00 NIA Cash Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 501(c)(3) $1,000,000 00 NIA Cash NIA for general operations l l l NIA for general operations l Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00036 i Donors Capital Fund, Inc. 54-1934032 l, Grants to Organizations and lndVIduals in the US. 1 Part II, Grants to Organizations and Gavernments in the U.S. Name and Address of Organization or Government EIN lo) IRC Section if Applicable Amount of Cash Grant Amount of Non-Cash (9) Method of Description of Valuation (book. FMV. Non-Cash appraisal, ASSistance other) Purpose of Grant or Assistance S English Foundation 2000 L Street, NW Sune 702 Washington. DC 20036 52-1524976 501(c)(3) $50,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $1 ,000.000 00 Cash for a donor-adVIsed fund Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations State Budget Solutions 6400 Kings Crest Court Chestertield, VA 23832 27-1501919 501(c)(3) $100,000 00 NIA Cash for general operations merican Councn of Trustees and Alumni 1726 M Street, NW Sune 802 Washington. DC 20036 52-1870003 501(c)(3) $1,075,000 00 NIA Cash NIA for general operations Central Fund of Israel c/o Marcus Brothers Textile 960 6th Avenue (Avenue of the Americas) New York. NY 10018 13-2992985 501(c)(3) $1,000,000 00 Cash NIA lor the Betar Prmect Gm 100 Lake Hart Drive Department 2400 Orlando, FL 32832 95-6006173 501(c)(3) $1,500 00 NIA Cash NIA for Jesus Translations (2570262) ($600 00) and to support the work of Garrick and DZIU Roegner (0465049) ($900 00) East-West Ministries lntemational PO Box 868050 Plano, TX 75086-8050 75-2486132 501(c)(3) $1,200 00 Cash WA to support the work of Vicki Mullins (9201) ($600 00) and the work of Charles and Dawna Debtor (9313) ($600 00) Schedule l (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00037 Donors Capital Fund, Inc. 54-1934032 l, Grants to Organizations and in the U.S. Part ll, Grants to Organizations and Governments in the U.S. Name and Address of Organization or Government EIN (G) 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 Purpose of Grant or A55istance Evangelical Development Ministry PO Box 5137 Midland, TX 79704 75-2216546 501(c)(3) $10,000 00 Cash NIA tor the Carter House Protect First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4500.00 Cash NIA for general operations Focus on the Family 8605 Explorer Drive Colorado Springs, CO 80920-1049 95-3188150 501(c)(3) $600 00 Cash NIA for general operations JudlClal Education Prolect 3220 N Street, NW Surte 268 Washington, DC 20007 20-2466871 501(c)(3) $300,000 00 NIA Cash NIA for general operations Mastennedia 330 North Sixth Street 110 Redlands, CA 92374-3312 33-0104548 501(c)(3) $600 00 Cash NIA for general operations Polwarth Ministries 3512 Sturgis Lane Waco, TX 76708 51-0558527 $1,200 00 NIA Cash NIA for general operations Teen F.L O W Youth Ministries PO Box 733 Midland, TX 79702 75-2899609 501(c)(3) $600 00 NIA Cash NIA for general operations Young ere PO Box 520 Colorado Springs, CO 80901 84-0385934 501(c)(3) $600 00 Cash NIA tor the Clmarron Region (AF75-4110) Schedule i (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00038 Donors Capital Fund, Inc. 54-1934032 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 DonorsTrust 109 North Henry Street Alexandna, VA 22314-2903 52-2166327 501(c)(3) $5,000,000 00 NIA Cash NIA for general operations Foundation 715 Queen Anne Road Teaneck, NJ 07666 25-1725738 501(c)(3) $1,700,000 00 NIA Cash NIA for continuation of the program In economics Lincoln Institute of Public Opinion Research 5405 Jonestown Road Suite 110 Harrisburg, PA 17112 25-1 704705 501(c)(3) $20,000.00 NIA Cash for general operations Movmg Picture Institute 375 GreenWich Street New York, NY 10013 20-3237801 501(c)(3) $25.000 00 NIA Cash NIA for general operations Illin0is Taxpayer Education Foundation 205 West Randolph Street Suite 1305 Chicago, IL 60606 36-395508 1 501(c)(3) $25,000 00 NIA Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $59,000 00 Cash NIA for general operations Claremont Institute 937 West Foothill Boulevard Sune E Claremont, CA 91711 95-3443202 501(c)(3) $49,593 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) $524,541 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00039 Donors Capital Fund, Inc. 54-1934032 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 M Amount of Amount of Cash Grant Non-Cash ASSistance (0 Method of Valuation (book. FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or A53istance GMU Foundation (School of Law) 3301 Fairfax Drive, Room 209 Hazel Hall, Arlington Campus Artington, VA 22201-4426 54-1603842 501(c)(3) $2,465,000 00 NIA Cash for LEC gen support, AG program, Institute for Law Profs/Econ, Media Pro; 14, and the Extreme Deference Proi Philanthropy Roundtable 1730 M Street. NW Sune 601 Washington, DC 20036 13-2943020 501(c)(3) $61,098 00 NIA Cash NIA for general operations Reason Foundation 5737 Mesmer Avenue Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $100,000 00 NIA Cash NIA for general operations Student Free Press Assomation 4771 Mechanic Road Hillsdale, MI 49242 27-2277658 501(c)(3) $100,000 00 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) $100,000 00 Cash NIA for general operations Sutherland Institute Gateway Tower West Budding 15 West South Temple, Suite 200 Satt Lake City, UT 84101 87-0531727 501(c)(3) $500 00 Cash for general operations Buckeye Institute 88 East Broad Street, Swte 1120 Columbus, OH 43215-3506 31-1 278593 501(c)(3) $1.100 00 NIA Cash NIA for general operations Commonwealth Foundation for Public Policy Attemative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $3,000.00 Cash for general operations 1 Schedule I (Form 990 or 990-EZ) 2014 1 l l CITIZENAUDIT.ORG PAGE #00040 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and lndVIduals In the us. Part ll, 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 A55istance Purpose of Grant or A55istance Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $2,400.00 NIA Cash NIA for general operations Freedom Foundation of MN 900 2nd Avenue South Surte 570 Minneapolis. MN 55402 364592698 501(c)(3) $600 00 NIA Cash NIA for general operations Georgia Center for Opportunity 333 Research Court Sune 210 Norcross. GA 30092 58-1928520 501(c)(3) $2,400 00 NIA Cash NIA for general operations Human Rights Foundation 350 Fifth Avenue Suite 4515 New York, NY 10118 20-2669700 501(c)(3) $300,000 00 NIA Cash for general operations ldaho Freedom Foundation 2404 Bank Drive Suite 314 Baise, ID 83705 26-3783048 501(c)(3) $500 00 NIA Cash for general operations "lanIS Policy institute 190 South LaSaIle Street Surte 1630 Chicago, IL 60603 41-2057028 501(c)(3) $3,000 00 Cash NIA Itor general operations Independence institute 727 East 16th Avenue Denver, co 80203 84-0990300 501(c)(3) $2,400 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) $3,000.00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00041 Donors Capital Fund, Inc 54-1934032 . . I, Grants to Organizations and IndVIduals In the US. Part ll, 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) Descriptlon of Non-Cash Purpose of Grant or Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha. NE 68114-4667 20-8809060 501(c)(3) $500 00 NIA Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $66,000 00 NIA Cash NIA tor general operations Amencan lslamrc Congress 1718 M Street, NW Surte 243 Washington, DC 20036 06-1634525 501(c)(3) $25,000 00 NIA Cash NIA for general operations Cato 1000 Massachusetts Avenue. NW Washington, DC 20001-5403 23-7432162 501(c)(3) $50,000 00 NIA Cash NIA for general operattons Children's Scholarship Fund 8 West 36th Street 9th Floor New York. NY 10018 13-4002189 501(c)(3) $175000 00 Cash NIA for general operations F Irst Book 1319 F Street, NW Surte 1000 Washington. DC 20004 52-1 779606 501(c)(3) $10,000 00 NIA Cash for general operations Foundation for Economic Education 1346006960 501(c)(3) $100,000 00 Cash for general operations Foundatlon for IndIVIdual Rights In Educatlon (FIRE) 601 Walnut Street Surte 510 Phlladelphia, PA 19106 04-3467254 501(c)(3) $350,000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00042 Donors Capital Fund, Inc 54-1934032 r . l, Grants to Orgamzatrons 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 (8) Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Descriptlon of Non-Cash Purpose of Grant or ASSIstance Freedom Foundation PO Box 552 Olympia, WA 98507 944136961 501(c)(3) $600 00 NIA Cash NIA for general operations for Justice 901 North Glebe Road Surte 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $100,000 00 NIA Cash for general operations Jemsalem for Market Studies 9728 South Crescent Vrew Dnve Boynton Beach. FL 33437 20-0105601 501(c)(3) $50,000 00 NIA Cash for general operations Reason, Freedom Institute 9400 South Damen Avenue Chicago. IL 60643-6337 20-3518877 501(c)(3) $20,000 00 Cash NIA In support of the Great Connections Seminar State Policy Network 1655 North Fort Myer Drrve Suite 360 ArtIngton, VA 22209-3108 57-0952531 501(c)(3) $30,500 00 NIA Cash NIA for general operations Students for Liberty 1101 17th Street, NW Surte 810 Washington, DC 20036 94-3435899 501(c)(3) $100,000 00 Cash NIA for general operations Center for 124 South West Street Suite 201 Alexandna, VA 22314 20-3676886 501(c)(3) $500,000 00 NIA Cash NIA for general operatrons Evangelical Development PO Box 5137 MIdIand, TX 79704 75-2216546 501(c)(3) $10,000 00 NIA Cash for the Carter House Prolect Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00043 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and in the US. I Part II, Grants to Organizations and Governments in the US. Name and Address of Organization or Government (C) 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 10 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 Cash NIA for general operations Sutherland Institute Gateway Tower West Building 15 West South Temple, Sune 200 Salt Lake City. UT 84101 87-0531727 501(c)(3) $12,000 00 Cash for general operations Trinity School of Midland Texas 3500 West Wadley Avenue Midland, TX 79707 75-0995808 501(c)(3) $2,000 00 Cash for the 2014 muSIcal "The King and DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $1 .000,000 00 Cash NIA for a donor-adwsed fund Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $3,500.00 Cash NIA for general operations Alabama Policy Institute 402 Oftice Park Drive Sune 300 Binningham, AL 35223 63-0809568 501(c)(3) $3,500 00 NIA Cash for general operations American Legislative Exchange CounCil 2900 Drive Suite 600 Artington, VA 22202 52-0140979 501(c)(3) $11,000 00 Cash for general operations Beacon Center of Tennessee PO Box 198646 NashVille, TN 37219 20-1808567 501(c)(3) $3,500 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00044 Donors Capital Fund, Inc 54-1934032 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 EN (6) 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 A55istance r- r- Purpose of Grant or A55istance Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1 278593 501(c)(3) $7,000 00 NIA Cash for general operations Center for Class Action Faimess 1718 M Street, NW #236 Washington, DC 20036 45-5119142 501(c)(3) $150,000 00 Cash NIA for general operations on a a e niver5i y oun a ion College of Social Soiences and Public Policy, Florida State Universny 113 Collegiate Loop, Suite 160, PO Box 3062160 Tallahassee, FL 32306-2160 59-6152180 501(c)(3) $439,500 00 NIA Cash NIA for the "Commonsense Economics for Life" prolect at the Stavros Center for Economic Education Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $9,500 00 NIA Cash for general operations Freedom Foundation of MN 900 2nd Avenue South 570 Minneapolis, MN 55402 364592698 501(c)(3) $3,500 00 NIA Cash for general operations Freedom Foundation PO Box 552 Olympia, WA 98507 94-31 36961 501(c)(3) $2,100 00 NIA Cash for general operations Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $20,000.00 Cash for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $3,500 00 Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00045 Donors Capital Fund, Inc 54-1934032 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 ASSIStanoe (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or A55istance 12 James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $3,500 00 NIA Cash NIA for general operations John W Pope CiVitas Institute 100 South Hamngton Street Raleigh. NC 27603 20-2454741 501(c)(3) $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) $16,000 00 NIA Cash NIA ltor general operations Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 501(c)(3) $3,500 00 NIA Cash NIA for general operations Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $3,500 00 NIA Cash for general operations Oklahoma of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $16,500 00 NIA Cash NIA for general operations State Budget Solutions 6400 Kings Crest Court Chesterfield. VA 23832 27-1501919 501(c)(3) $15,000 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) $150,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00046 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizatlons and In the US. Part II, Grants to Organizations and Governments in the U5. (8) 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 Valuatton (book, FMV, appraisal, other) (9) Description of Non-Cash Purpose of Grant or ASSIstance StudentNewsDaIly com PO Box 30353 Edmund. OK 73003 05-061 1977 501(c)(3) $25,000 00 NIA Cash NIA for general operattons Texas Public Poltcy Foundation 901 Congress Avenue Austin. TX 78701 74-2524057 501(c)(3) $17,500 00 NIA Cash NIA for general operations Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $21,000 00 NIA Cash NIA for general operattons Catholic Association Foundation 3220 N Street NW Sutte 126 Washington, DC 20007 20-2387967 501(c)(3) $0 00 NIA Cash NIA for general operations Empire Center for Public Policy, Inc PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $25,000 00 NIA Cash NIA for general operations Foundatton for Government Accountability 15275 Collier Boulevard Surte 201-279 Naples, FL 34119 45-2637507 501(c)(3) $25,000 00 NIA Cash NIA for general operattons Franklin Center 1229 Street 3rd Floor Alexandna, VA 22314 264066298 501(c)(3) $250,000 00 NIA Cash NIA . for general operattons on Reltgton Democracy 1023 151h Street. NW Surte 601 DC 20005-2601 52-1265221 501(c)(3) $250,000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00047 Donors Capital Fund, Inc. 54-1934032 . .14 I, Grants to Organizations and lndviduals 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) lntemational Policy Network US, Inc 701 Long Hill Road for the CD prolect of the Gillehe, NJ 07933 52-2363626 501(c)(3) $152,000 00 Cash Network For A Free Schwab Charitable Gift Fund 1958 Summit Park Drive Sune 200 for The Liberty and Vinue Orlando, FL 32810 31-1640316 501(c)(3) $200,000 00 NIA Cash Endowment The JeWIsh Federations of North America 5 Broadway 1700 New York, NY 10004-1010 13-1624240 501(c)(3) $500,000 00 Cash for general operations American Media Institute PO Box 2847 Potomac Station Alexandria, VA 22301-9998 46-0551578 501 $75,000 00 Cash NIA for general operations Calilomia Public Policy Center 18002 lrvme Boulevard Sune 108 Tustin, CA 92780 27-2870463 501(c)(3) $800 00 Cash NIA for general operations Center for Organizational Research and Education Po Box 34557 Washington, DC 20043 26-0006579 501(c)(3) $6,000 00 NIA Cash NIA for general operations Sutherland Institute Gateway Tower West Building 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $5,000 00 Cash NIA for general operations Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $850,000 00 NIA Cash NIA for general operations l l l Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00048 Donors Capital Fund, Inc. 54-1934032 . 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 A55istance appraisal, A55istance Assistance other) American Spectator Foundation 1611 North Kent Street Suite 901 Adington, VA 22209-2111 23-7002632 501(c)(3) $15,000 00 Cash NIA for general operations Ethics 8. Public Policy Center 1730 M Street, NW Sune 910 to support the work of Jim Washington, Dc 20036 52-1162185 501(c)(3) $15,000 00 NIA Cash NIA Bowman Evangelical Development Ministry PO Box 5137 Midland, TX 79704 75-2216546 501(c)(3) $4,000 00 Cash NIA for the Carter House Preject Franklin Center 1229 King Street 3rd Floor Alexandna, VA 22314 26-4066298 501(c)(3) $100,000 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) $25,000 00 NIA Cash for the Free Minds Film proied Idaho Freedom Foundation 2404 Bank Drive Snite 314 Base, ID 83705 26-3783048 501(c)(3) $15,000 00 NIA Cash for general operations IllinOis Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $10,000 00 NIA Cash NIA for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $10,000 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00049 1 Donors Capital Fund, Inc 54-1934032 . .16 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 to) 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 Mercatus Center, GMU 3301 North Fairfax Drive 450 Arlington. VA 22201-4433 54-1436224 501(c)(3) $15,000 00 NIA Cash for general operations Nevada Policy Research Institute 7130 PIaCld Street Las Vegas, NV 89119 88-0276314 501(c)(3) $10,000 00 Cash NIA for general operations Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $10,000 00 NIA Cash for general operations Sophia Institute PO Box 5284 Manchester, NH 03108 22-2548708 501(c)(3) $5,000 00 NIA Cash NIA to support magazme Trinity School of Midland Texas 3500 West Wadley Avenue Midland, TX 79707 75-0995808 501(c)(3) $16,666 67 NIA Cash for the Campaign for Trinity proiect American Enterprise Institute 1150 Seventeenth Street. NW Washington. DC 20036 53-0218495 501(c)(3) $1,300,000 00 NIA Cash MA to support proiects that Will be undertaken as part of the National Research Initiative American Transparency 200 South Frontage Road Suite 304 Burr Ridge, IL 60527 26-3593601 501(c)(3) $300,000 00 Cash for the Open The Books project Equal Voting Rights Institute PO Box 12207 Dallas, TX 75225 38-38 7668 2 501(c)(3) $150,000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00050 Donors Capital Fund, Inc. 54-1934032 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 to) 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 ,17 Policy Institute 190 South LaSalle Street Surte 1630 Chlcago, IL 60603 41-2057028 501(c)(3) $25,000.00 NIA Cash NIA for general operatrons State Policy Network 1655 North Fort Myer Dnve Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $375,700 00 NIA Cash NIA for general operatrons American Institute 1150 Seventeenth Street. NW Washington, DC 20036 53-0218495 501(c)(3) $40,000 00 NIA Cash NIA for general operations AmenCares Foundation, Inc. 88 Hamilton Avenue Stamford, CT 06902 06-1008595 501(c)(3) $5,000 00 Cash NIA for general operations Ashland 401 College Avenue Ashland, OH 44805 34-0714626 501(c)(3) $10,000 00 NIA Cash NIA for the general operations of the Ashbrook Center Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor DC 20005 94-2763845 501(c)(3) $40,000 00 NIA Cash NIA for general operations Bill of Rights Institute 200 North Glebe Road Sutte 200 VA 22203 48-0891416 501(c)(3) $20,000 00 Cash for general operations Caprtal Research Center 1513 16th Street, NW Washington, DC 20036-1480 52-1289734 501(c)(3) $40,000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00051 Donors Capital Fund, Inc. 54-1934032 . .18 l, 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 (C) Section if Applicable Amount of Cash Grant Amount of Non-Cash (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or ASSistance Cato Institute 1000 Massachusetts Avenue, NW Washington. DC 20001-5403 23-7432162 501(c)(3) $50,000 00 NIA Cash for general operations Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847187 501(c)(3) 320.000 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) $30,000.00 NIA Cash for general operations Clare Boothe Luce Policy Institute 112 Elden Street Sune P Hemdon, VA 20170 54-1672138 501(c)(3) $40,000 00 Cash for general operations Claremont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 95-3443202 501(c)(3) $10,000 00 NIA Cash for general operations 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $60,000 00 NIA Cash for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $7.000 00 NIA Cash NIA tor a donor-adwsed fund Foundation for Teaching Economics 260 Russell Boulevard Sune B Davts. CA 95616-3839 51-0183347 501(c)(3) $10,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00052 Donors Capital Fund, Inc. 54-1934032 . l, Grants to Organizations and IndViduals in the US Part II, Grants to Organizations and Governments in the us. (C) 01) 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, Assistance Assistance other) Freedom Foundation PO Box 552 Olympia, WA 98507 94-3136961 501(c)(3) $20,000 00 NIA Cash NIA for general operations Freedom Works Foundation 400 North Capitol Street, NW Surte 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $20,000 00 Cash NIA for general operations eritage Foundation 214 Massachusetts Avenue, NE Washington. DC 20002-4999 23-7327730 501(c)(3) $40,000 00 NIA Cash for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $40,000 00 NIA Cash for general operations Leadership Institute 1101 North Highland Street Adington, VA 22201 51-0235174 501(c)(3) $50,000 00 Cash for general operations Mercatus Center. GMU 3434 Washington Boulevard 4th Floor Arlington. VA 22201 54-1436224 501(c)(3) $20,000 00 NIA Cash NIA for general operations Mercatus Center, GMU 3434 Washington Boulevard 4th Floor to support the F A Hayek Arlington, VA 22201 54-1436224 501(c)(3) $50,000 00 Cash Program Mountain States Legal Foundation 596 South Lewis Way Lakewood, CO 80227 84-0736725 501(c)(3) $50,000 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00053 Donors Capital Fund, Inc. 54-1934032 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 (6) Amount of Cash Grant (8) 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 Center for Public Policy Research, Inc 501 Capitol Court, NE 200 Washington, DC 20002 52-1 226614 501(c)(3) $40,000 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) $30,000 00 NIA Cash Itor general operations Pacmc Legal Foundation 930 G Street Sacramento. CA 95814 94-2197343 501(c)(3) $55,000 00 NIA Cash NIA ttor general operations Public Sewice Research Foundation 320 D Maple Avenue, East Vienna. VA 22180 58-1442675 501(c)(3) $30,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $40,000 00 NIA Cash NIA for general operations Stewards oi the Range. Inc PO Box 1190 Taylor. TX 76574 82-0472269 501(c)(3) $25,000 00 NIA Cash for general operations Washington Legal Foundation 2009 Massachusetts Avenue. NW Washington, DC 20036 52-1071570 501(c)(3) $40,000 00 NIA Cash for general operations Young America's Foundation 110 Elden Street Hemdon. VA 20170-4891 23-7042029 501(c)(3) 340.000 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00054 Donors Capltal Fund, Inc 54-1934032 . .21 l, Grants to Organizations and in the U S. Part ll, Grants to Organizations and Governments in the U5. (6) (C) (9) Name and Address of EIN IRC Amount of Amount of Method of Description of Purpose of Organizatlon or Section If Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Grant or Government Applicable appraisal, other) Young America's Foundation 110 Elden Street Hemdon, VA 20170-4891 23-7042029 501(c)(3) $20,000 00 NIA Cash WA to support the Reagan Ranch Buckeye 88 East Broad Street, Suite 1120 Columbus. OH 43215-3506 31-1278593 501(c)(3) $4,500 00 NIA Cash NIA for general operations Calrfamra Publrc Palrcy Center 18002 Boulevard Suite 108 Tustln. CA 92780 27-2870463 501(c)(3) $800 00 NIA Cash for general operations Center for Amenca 250 VWllow Drive Roswell, GA 30075 65-1256702 501(c)(3) $1,000,000 00 NIA Cash NIA for general operations Empire Center for Publlc Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $4500.00 NIA Cash for general operations Franklin Center 1229 ng Street 3rd Floor Alexandna. VA 22314 26-4066298 501(c)(3) $89,100 00 Cash NIA for general operations Lucy Burns 301 South Bedford Street Surte 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $41,000 00 NIA Cash NIA for general operations Show-Me Institute 5297 Washington Place St LOUIS, MO 63108 20-1957878 501(c)(3) $600 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00055 Donors Capital Fund, Inc 54-1934032 - 1, Grants to Organizations and in the US. Part II, Grants to Organizations and Governments in the u.s. (bl (9) me and Address of BM 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. ASSistanoe ASSistance other) Sutherland Institute Gateway Tower Wes Bu d ng 15 West South Temple, Suite 200 Salt Lake City. UT 84101 87-0531727 501(c)(3) $4,500 00 Cash for general operations Washington Policy Cen er PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $4,500 00 Cash NIA for general operations JeWIsh Philosophy Fund 54 Running Fox Road Columbia, SC 29223 46-1182338 501(c)(3) $1,000,000 00 NIA Cash NIA for general operations First Presbyterian Church-Midland TX to support the purchase of a 800 West Texas Avenue computer and camera for Midland, TX 79701 501(c)(3) $1,246 99 NIA Cash NIA Focus ministry in Uganda Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 503cm) $1,750,000 00 NIA Cash NIA for general operations Free To Choose Network 2002 Filmore Avenue Suite 1 for the economics textbook Erle, PA 16506 52-1455677 501(c)(3) $333,675 00 NIA Cash progeCt Institute for Humane S ud es 3434 Washington Bou evard MS 1C5 Arlington, VA 22201 94-1623852 501(c)(3) $50,000 00 NIA Cash NIA for general operations Lucy Burns Institute 301 South Bedford S ree Sune 6 Madison, Wl 53703-9691 20-8036372 5011c)(3) $800,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00056 Donors Capital Fund, Inc. 54-1934032 . .23 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 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) Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia. PA 19102 23-7749796 501(c)(3) $450,000 00 NIA Cash for general operations State Budget Solutions 1739 Maybank Highway Surle T346 Charleston, SC 29412 27-1501919 501(c)(3) $150,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Surte 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $200,000 00 NIA Cash NIA for general operations Ayn Rand Institute 2121 Alton Parkway for general operations Suite 250 (matching the Miller Family lrvme, CA 92606-4926 22-2570926 501(c)(3) $50,000 00 Cash Foundation gift) California Public Policy Center 18002 lrvme Boulevard 108 Tustin, CA 92780 27-2870463 501(c)(3) $10,000 00 Cash for general operations Oklahoma Councu of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $1,500 00 NIA Cash NIA for general operations St Matthew Catholic School 221 SE Walnut Street Hillsboro, OR 97123 53-0196617 501(c)(3) $5,000 00 Cash NIA for scholarships State Policy Network 1655 North Fort Myer Drive Swte 360 Anington, VA 22209-3108 57-0952531 501(c)(3) $61,750 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00057 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and in the US. Part II, Grants to Organizations and Governments in the U.S. (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 Assistance appraisal. AsSistance Assistance other) Brotherhood Organization of a New Destiny PO Box 35090 Los Angeles, CA 90035 95-4278723 501(c)(3) $5,000 00 NIA Cash NIA for general operations Free To Choose Network, Inc. 2002 Filmore Avenue sum 1 for the Common Sense Erie, PA 16506 52-1455677 501(c)(3) $267,600 00 NIA Cash NIA Economics Preject Nevada Policy Research Institute 7130 Placrd Street Las Vegas, NV 89119 88-0276314 501(c)(3) $3,500 00 NIA Cash NIA for general operations Philanthropy Roundtable 1730 M Street, NW Sune 601 Washington, Dc 20036 13-2943020 501(c)(3) $135,000 00 NIA Cash for SC actiVity Trinity School of Midland Texas 3500 West Wadley Avenue for Athletic Department Midland. TX 79707 75-0995808 501(c)(3) $5,000 00 Cash NIA Conditioning Eqmpment Arendell Parrott Academy PO Box 1297 for the "Alexander James Moll 1901 Dobbs Farm Road Academic Achievement Kinston, NC 28504 56-6065129 501(c)(3) $25,000 00 NIA Cash NIA Scholar' endowment George Mark Children's Fund for general operations, in 2121 George Mark Lane memory of Alexander James San Leandro, CA 94578-1017 94-3255845 501(c)(3) $25,000 00 Cash NIA Moll (1994-2013) Judicial Education Project 3220 N Street. NW Snite 268 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 #00058 Donors Capital Fund, Inc. 54-1934032 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 (D) 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 A55istance Purpose of Grant or A55istance Kansas Policy Institute 250 North Water Street Suite 216 Wichita, KS 67202-1215 23-7047821 501(c)(3) $2,000 00 NIA Cash for general operations Protect Ventas 1214 Boston Post Road #145 Mamaroneck, NY 10543 27-2894856 501(c)(3) $10,000 00 Cash tor general operations University of Texas Foundation P O Box 301439 Unit 705 Houston. TX 77230-1439 74-1 587488 501(c)(3) $30,000 00 Cash NIA for general operations, in memory of Alexander James Moll (1994-2013) Catholic Assomation Foundation 3220 N Street NW SLiite 126 Washington, DC 20007 20-2387967 501(c)(3) $90,000 00 NIA Cash NIA for general operations Center for Independent Thought 1420 Walnut Street 1011 Philadelphia, PA 19102 52-0945376 501(c)(3) $100,000 00 Cash NIA for general operations Commonwealth Foundation for Public Policy Altemative 225 State Street Sune 302 Hamsburg, PA 17101 23-2473845 501(c)(3) $3,500 00 Cash NIA for general operations Empire Center for Public Policy, Inc 0 Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $332 00 NIA Cash NIA for general operations Libertas Institute 733 W 1620 S Lehi, UT 84043 45-5254794 501(c)(3) $23,100 00 NIA Cash NIA [for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00059 Donors Capital Fund, Inc 54-1934032 . l, Grants to Organizations and lndviduals in the US. Part II, Grants to Organizations and Governments in the U5. (8) 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 A55istance appraisal, A55istance Assistance other) Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 501(c)(3) $400,000 00 Cash for general operations Middle East Fonim 1500 Walnut Street Sum 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $125,000 00 NIA Cash for the Friends Project Opportunity Ohio PO Box 98 Dublin, OH 43017-0098 80-0829668 501(c)(3) $13,550 00 NIA Cash NIA for general operations Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $20,000 00 Cash for general operations Rhode Island Center for Freedom and Prosperity 0 Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $25,000 00 NIA Cash NIA for general operations State Budget Solutions 1739 Maybank Highway Sune T346 Charteston, SC 29412 27-1501919 501(c)(3) $14,000 00 NIA Cash ltor general operations State Policy Network 1655 North Fort Myer Drive 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $41,000 00 NIA Cash NIA for general operations Center for Security Policy 1901 Avenue, NW Sune 201 Washington, DC 20006 52-1601976 501(c)(3) $150,000 00 Cash NIA for the EMP project Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00060 Donors Capital Fund, Inc 54-1934032 . .27 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 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 Assistance Purpose of Grant or Assistance Foundation for Govemment Accountability 15275 Col er Boulevard Surte 201-279 Naples, FL 34119 45-2637507 501(c)(3) $600,000 00 NIA Cash NIA for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charteston, SC 29412 27-1501919 501(c)(3) $11,000 00 NIA Cash NIA for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $205,000 00 NIA Cash NIA for general operations Bar-llan Universny 160 East 561h Street New York. NY 10022 13-6192275 501(c)(3) NIA Cash NIA return of prewous grants de5ignated for the Galilee Medical Center Americans for Limited Government Research Foundahon 4153 Chain Bridge Road Fairfax, VA 22030 52-2020468 501(c)(3) $125,000 00 NIA Cash NIA tor the Poll proiect Buckeye Institute 88 East Broad Street, Sune 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $75,000 00 Cash tor general operations Ethics 2; Public Policy Center 1730 M Street, NW Suite 910 Washington, DC 20036 52-1162185 501(c)(3) $90,000 00 NIA Cash NIA for general operations ($75,000 00) and for Andreid app maintenance ($15,000 00) Federalist Soniety 1015181h Street, NW Sune 425 Washington, DC 20036-5221 36-3235550 501(c)(3) 31.336.500.00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00061 Donors Capital Fund, Inc. 54-1934032 . .28 I, Grants to Organizations and IndViduaIs in the US. Part II, Grants to Organizations and Governments in the U.S. (C) (E) (9) (M 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) Judimal Education Proiect 3220 N Street, NW Surte 268 Washington, DC 20007 20-2466871 501 $150,000.00 NIA Cash NIA for general operations Platte tor Economic Research 900 South 74th Plaza Sune 400 Omaha. NE 68114-4667 20-3809060 501(c)(3) $20,000.00 NIA Cash NIA for general operations S Term Limits Foundation 1420 Walnut Street Suite 1011 Philadelphia, PA 19102 52-1729739 501(c)(3) $400,000 00 NIA Cash NIA for general operations Empire Center for Public Policy, Inc PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $3,000 00 NIA Cash NIA for general operations Evangelical Development Ministry PO Box 5137 to support the work of Pastor Midland, TX 79704 75-2216546 501(c)(3) $1,300 00 Cash Moses MuiaguZi in Uganda Franklin Center 229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $250,000 00 NIA Cash NIA tor general operations Jewrsh Philosophy Fund 54 Running Fox Road Columbia, SC 29223 46-1182338 501(c)(3) NIA Cash NIA for general operations John Locke Foundation 200 West Morgan Street 200 Raleigh, NC 27601 56-1656943 501(c)(3) $10,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00062 Donors Capital Fund, Inc 54-1934032 . .29 I, 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 Government Applicable A55istance appraisal, A55istance A55istance other) John W Pope CiVitas Institute 100 South Harrington Street Raleigh, NC 27603 20-2454741 501(c)(3) $15,000 00 Cash for general operations JudIClal Education Proiect 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 501(c)(3) $30,000.00 NIA Cash NIA for general operations Palmetto Promise institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $30,000 00 Cash for general operations PEF - lsrael Endowment Fund 317 Madison Avenue Suite 607 for the Violence Against New York, NY 10017 13-6104086 501(c)(3) $500,000 00 Cash Women project Show-Me Institute 5297 Washington Place St Louis, MO 63108 20-1957876 501(c)(3) $25,000 00 Cash ttor general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $57,000 00 Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Sune 360 Arlington, VA 22209-3106 57-0952531 501(c)(3) $10,000 00 Cash NIA for general operations Teen F L O W Youth Ministries PO Box 733 Midland, TX 79702 75-2899609 501(c)(3) $2,500 00 NIA Cash NIA [for Teen F L O W Odessa Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00063 Donors Capital Fund, Inc. 54-1934032 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 Amount of Non-Cash Assistance (7) Method of Valuation (book, FMV, appraisal, other) (9) Description of Purpose of Non-Cash Grant or Assistance A55istance American Council of Trustees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 52-1870003 501(c)(3) $300,000 00 NIA Cash NIA for the Governance Protect Ayn Rand Institute 2121 Alton Parkway Suite 250 Irvme, CA 92606-4926 22-2570926 501(c)(3) $6,000 00 NIA Cash to match the Miller Family Foundation additional gift Frontier Lab 2403 Iroqu0is Road iMlmette, IL 60091 45-2838483 501(c)(3) $50,000 00 Cash NIA for general operations Georgia Center for Opportunity 333 Research Court Sune 210 Norcross, GA 30092 58-1928520 501(c)(3) $10,000.00 NIA Cash for general operations Independence institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $1,300.00 NIA Cash NIA for general operations Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $3,000 00 NIA Cash NIA for general operations Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $3,200.00 Cash NIA for general operations American Legislative Exchange Counml 2900 Drive Sune 600 Arlington, VA 22202 52-0140979 501(c)(3) $70,000 00 NIA Cash NIA ltor general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00064 Donors Capital Fund, Inc 54-1934032 . .31 I, 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 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 other) Georgia Center for Opportunity 333 Research Court Surte 210 Norcross, GA 30092 58-1928520 501(c)(3) $40,000.00 NIA Cash for general operations Kanakuk Ministnes 1353 Lakeshore Drive Branson, MO 65616 43-1815310 501(c)(3) $1,100 00 NIA Cash NIA for a K-West scholarship i i Platte institute for Economic Research 900 South 74th Plaza Surte 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $1,270 00 NIA Cash for general operations Security Research Associates, Inc 2200 4th Avenue North Surte 3 Lake Worth, FL 33461 74-2209420 501(c)(3) $25,000.00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Snite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $4,000 00 NIA Cash NIA for general operations 1 for Jesus Translations (2570262) (3600) and to 100 Lake Hart Drive support the work of Garrick Department 2400 and DZIU Roegner (0465049) Orlando, FL 32832 95-6006173 501(c)(3) $1,500 00 NIA Cash NIA ($900) to support the work 01 Vicki Mullins (9201) ($600 00) and East-West Ministries lntemational the work of Charles and P O Box 868050 Dawna Debtor (9313) Plano, TX 75086-8050 75-2486132 501(c)(3) $1,200 00 Cash ($600.00) Focus on the Family 8605 Explorer Drive Colorado Springs, CO 80920-1049 95-3188150 501(c)(3) $600 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00065 Donors Capital Fund, Inc. 54-1934032 Name and Address of Organization or Government l, Grants to Organizations and In the US. Part II, Grants to Organizations and Governments in the U.S. 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 A55istance Purpose of Grant or A55istance .32 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations Mastermedia 330 North Sixth Street Suite 110 Redlands. CA 92374-3312 33-0104548 501(c)(3) $600 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) $25,000 00 NIA Cash NIA for general operations Teen F L O W Youth Ministries PO Box 733 Midland, TX 79702 75-2899609 501(c)(3) $600.00 NIA Cash for general operations Young Life PO Box 520 Colorado Springs. CO 80901 84-0385934 501(c)(3) $600 00 NIA Cash NIA tor the Cimarron Region (AF75-41 10) Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31 -1 278593 501(c)(3) $1,250 00 Cash NIA for general operations l California Public Policy Center 18002 Irvme Boulevard 1 Sum 108 Tustin, CA 92780 27-2870463 501(c)(3) $1 .250 00 NIA Cash for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Surte 302 Harrisburg. PA 17101 23-2473845 501(c)(3) $1.250 00 Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00066 Donors Capital Fund, Inc. 54-1934032 . .33 I, Grants to Organizations and lndVIduals 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, A55istance other) Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $60,000 00 NIA Cash NIA for general operations Policy Institute 190 South LaSalle Street Suite 1630 Chicago. IL 60603 41-2057028 501(c)(3) $1,250 00 NIA Cash for general operations Show-Me Institute 5297 Washington Place St LOUIS, MO 63108 20-1957878 501(c)(3) $1,250.00 Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $16,100 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive 360 Adington, VA 22209-3108 57-0952531 501(c)(3) $46,200 00 NIA Cash NIA for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $2,500 00 NIA Cash NIA torgeneral operations Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $65,000 00 NIA Cash for general operations Greater Houston Community Foundation 5120 Woodway Drive Sum 6000 Houston. TX 77056 23-7160400 501(c)(3) $320,000 00 Cash for the Robert Morris Fund Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00067 Donors Capital Fund, Inc. 54-1934032 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 Organization or Section if Cash Grant Government Applicable Amount of Non-Cash As5istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash ASSistance Purpose of Grant or ASSistance .34 I incis Policy Institute 190 South LaSalle Street Sum 1630 Chicago, IL 60603 $200,000 00 41-2057028 501(c)(3) NIA Cash NIA for general operations One Nation Under God Foundation 414 N Orleans Plaza, SUite 320 Chicago, IL 60654 $60,500 00 35-2176192 501(c)(3) Cash NIA for the church project Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $1,200 00 Cash for general operations State Budget Solutions 1739 Maybank Highway Sune T346 Charleston, SC 29412 27-1501919 $12,000 00 501 NIA Cash for general operations Student Free Press Assoaation 4771 Mechanic Road MI 49242 27-2277658 501(c)(3) $165,600 00 NIA Cash for the National Rewew Student Protect Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $7,000.00 NIA Cash for general operations State Budget Solutions 1739 Maybank Highway T346 Charleston, SC 29412 $150,000 00 27-1501919 501(c)(3) NIA Cash NIA for general operations Vanguard Charitable Endowment Program PO Box 55766 Boston, MA 02205-5766 23-2888152 501(c)(3) $60,000 00 NIA Cash NIA for the Vanguard Citizenship Fund Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00068 Donors Capital Fund, Inc. 54-1934032 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 (8) Amount of Non-Cash A55istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash ASSIStance Purpose of Grant or .35 Center for Organizational Research and Education PO Box 34557 Washington, DC 20043 26-0006579 501(c)(3) $3,000 00 NIA Cash NIA for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations Institute for Policy Innovation 1320 Greenway Drive Sune 820 erIng, TX 75038 75-2158093 501(c)(3) $5,000 00 NIA Cash for general operations Opportunity Ohio PO Box 98 Dublin, OH 43017-0098 80-0829668 501(c)(3) ($2,443 99) Cash for general operations Platte Institute for Economic Research 900 South 74th Plaza 400 Omaha, NE 66114-4667 20-8809060 501(c)(3) $15,000.00 NIA Cash for general operations Vanguard Charitable Endowment Program Po Box 55766 Boston, MA 02205-5766 23-2888152 501(c)(3) $300,000 00 NIA Cash NIA for the Citizenship Fund California Public Policy Center 18002 IrVIne Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $2,200 00 NIA Cash for general operations California Public Policy Center 18002 Irvme Boulevard Sune 108 Tustin, CA 92780 27-2870463 501(c)(3) $14,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00069 Donors Capital Fund, Inc 54-1934032 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 A55istance (0 Method of Valuation (book, FMV, appraisal. other) (9) Description of Non-Cash A55istance Purpose of Grant or Assistance -36 Competitive Enterprise Institute 1899 L Street, NW Floor 12 Washington, DC 20036-3804 52-1351785 501(c)(3) $100,000 00 NIA Cash NIA for general operations (2015 support) Idaho Freedom Foundation 2404 Bank Drive Sune 314 Baise, ID 83705 26-3783048 501(c)(3) $15,000 00 NIA Cash for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $25,000 00 Cash for general operations Palmetto Promise Institute PO Box 12676 Columbia. SC 29211 26-3077338 501(c)(3) $6,250 00 NIA Cash NIA for general operations Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $15,000 00 NIA Cash NIA Ltor general operations Students for Liberty 1101 17th Street. NW 810 Washington, DC 20036 94-3435899 501(c)(3) $300,000 00 NIA Cash NIA for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Surte 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $4,300 00 Cash NIA for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $1,000,000.00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00070 Donors Capital Fund, Inc. 54-1934032 . .37 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 (8) Amount of Non-Cash A55istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or A55istance Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $76,500.00 NIA Cash NIA for general operations Beacon Center of Tennessee PO Box 198646 NashVIlle, TN 37219 20-1808567 501(c)(3) $3,500.00 Cash NIA for general operations Beacon Center of Tennessee PO Box 198646 NashVIlle, TN 37219 20-1808567 501(c)(3) $30,000 00 Cash NIA for general operations Empire Center for Public Policy, Inc PO Box 7113 Albany. NY 12224 46-1987418 501(c)(3) $10,000.00 Cash for general operations Friends of Westchester County Parks 450 Saw Mill River Road Ardsley, NY 10502 1 3-2937499 501(c)(3) $100,000 00 NIA Cash NIA in support of hiring a Coordinator of Volunteer ActiVities Position Institute for Humane Studies 3434 Washington Boulevard MS 105 Arlington, VA 22201 94-1623852 501(c)(3) $250,000 00 Cash NIA for general operations Mercatus Center, GMU 3434 Washington Boulevard 4th Floor Arlington, VA 22201 54-1 436224 501(c)(3) $250,000 00 NIA Cash NIA for general operations Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 880276314 501(c)(3) $3.500 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00071 Donors Capital Fund, Inc. 54-1934032 . .38 l, 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 A55istance appraisal, A55istance A55istance other) Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $2,700.00 NIA Cash NIA for general operations Philanthropy Roundtable 1730 M Street. NW Surte 601 Washington, DC 20036 13-2943020 501(c)(3) $0 00 NIA Cash NIA for the SOW Project Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $3,500 00 Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $132,700 00 NIA Cash NIA for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $500 00 NIA Cash NIA for general operations Alabama Policy Institute 402 Oche Park Drive Surte 300 AL 35223 63-0809568 501(c)(3) $10,000 00 NIA Cash NIA for general operations Middle East Forum 500 Walnut Street 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $450,000 00 Cash for general operations Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $10,000 00 NIA Cash NIA for general operations 1 Schedule I (Form 990 or 990-EZ) 2014 l l CITIZENAUDIT.ORG PAGE #00072 Donors Capital Fund, Inc. 54-1934032 . .39 l, 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 (Cl 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 Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501 $62,200 00 NIA Cash NIA for general operations State Budget Solutions 1739 Maybank Highway T346 Charleston. SC 29412 27-1501919 501 $37,000 00 NIA Cash for general operations Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1 752769 501(c)(3) $1,500 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $350,000 00 NIA Cash NIA Jtor general operations American Media Institute PO Box 2847 Potomac Station Alexandria, VA 22301-9998 46-0551578 501(c)(3) $125,000 00 NIA Cash for general operations Philanthropy Roundtable 1730 M Street, Nw Snite 601 Washington, DC 20036 13-2943020 501(c)(3) $420,000 00 Cash NIA for the SOW Protect Trustees of the Universny of Franklin Building, Room 609 3451 Walnut Street Philadelphia, PA 19104-6285 23-1352685 501(c)(3) $550,000 00 NIA Cash NIA to create an endowed scholarship fund - the Alexander James Moll 2016) Memorial Scholarship Fund Schwab Charitable Gift Fund 1958 Summit Park Drive 200 Orlando, FL 32810 31-1640316 501(c)(3) $350,000 00 NIA Cash NIA for The Liberty and Virtue Endowment Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00073 Donors Capital Fund, Inc. 54-1934032 l, Grants to Organizations and Indviduals in the U 6. 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 (6) Amount of Non-Cash A55istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance . .40 l Purpose of Grant or Assistance Midland - Odessa 8. Chorale PO Box 60658 Midland, TX 79711 75-1301544 501(c)(3) $5,125 00 NIA Cash NIA for the Annual Fund Drive, Concert Sponsorship and Friends of the Ensembles State Policy Network 1655 North Fort Myer Drive Sune 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $275,200 00 NIA Cash for general operations Trinity School of Midland Texas 3500 West Wadley Avenue Midland, TX 79707 7509952308 501(c)(3) $5,000 00 NIA Cash NIA Jfor the Trinity Fund Annual Campaign Beacon Center of Tennessee PO Box 198646 NashVil 37219 20-1808567 501(c)(3) $4,250 00 Cash NIA for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $10,000.00 Cash for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $150,000 00 NIA Cash NIA for general operations Real Clear Foundation 6160 North Cicero Avenue Sune 410 Chicago, IL 60646 52-2128875 501(c)(3) $25,000 00 Cash NIA for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $10,000 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 i CITIZENAUDIT.ORG PAGE #00074 Donors Capital Fund, Inc. 54-1934032 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 lb) 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 . '41 Purpose of Grant or Yankee Institute 216 Main Street Hartford. CT 06106 52-1358144 501(c)(3) $6,250.00 Cash NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $200,000.00 NIA Cash NIA for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $5,000 00 NIA Cash NIA for general operations Buckeye Institute 88 East Broad Street, Surte 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $10,000 00 Cash for general operations Empower Mi55is5ippi Foundation PO Box 4028 Madison. MS 39130 46-4565274 501(c)(3) $6,250 00 NIA Cash NIA Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $30,000 00 NIA Cash for general operations for general operations 1 Georgia Center for Opportunity 333 Research Court Suite 210 Norcross. GA 30092 58-1928520 501(c)(3) $40,000 00 NIA Cash for general operations Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 501(c)(3) $250,000 00 Cash l l for general operations l Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00075 Donors Capital Fund. Inc. 54-1934032 . .42 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 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) Show-Me Institute 5297 Washington Place St Lows, MO 63108 20-1957878 501(c)(3) $6,250 00 NIA Cash NIA for general operations California Public Policy Center 18002 IrVine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501 $1,700 00 NIA Cash Itor general operations Franklin Center 1229 King Street 1 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $10,000.00 NIA Cash NIA tor general operations Lucy Burns Institute 301 South Bedford Street 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $500,000 00 NIA Cash NIA for general operations Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $6,250 00 NIA Cash for general operations Platte Institute for Economic Research 900 South 74th Plaza Snite 400 Omaha, NE 68114-4667 2043809060 501(c)(3) $1,500 00 NIA Cash for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $1,000.00 Cash NIA itor general operations Yankee Institute 216 Main Street Hartford. CT 06106 52-1358144 501(c)(3) $1,700 00 Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00076 Donors Capital Fund. Inc 54-1934032 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 (8) Amount of Non-Cash A55istance (0 Method of Valuation (book. FMV, appraisal, other) (9) Description of Non-Cash A53istanoe Purpose of Grant or A55istance Franklin Center 1229 King Street 3rd Floor Alexandna. VA 22314 26-4066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations Middle East Forum 1500 Walnut Street Sune 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) 5450.000 00 Cash Jtor general operations Spark Freedom 605 Long Branch Road Lancaster. TN 38569 274827443 501(c)(3) $57,250 00 NIA Cash NIA for general operations Washington Policy Center PO Box 3643 Seattle. WA 98124-3643 91-1752769 501(c)(3) $1.500 00 NIA Cash NIA for general operations American Legislative Exchange Connoil 2900 Drive 600 Arlington. VA 22202 52-0140979 501(c)(3) $18,000.00 Cash for general operations American Legislative Exchange Council 2900 Drive Sune 600 Arlington. VA 22202 52-0140979 501(c)(3) $25,000 00 NIA Cash NIA for general operations Foundation for Teaching Economics 260 Russell Boulevard Suite B DaVis. CA 95616-3839 51-0183347 501(c)(3) 525.000 00 NIA Cash for general operations Policy Institute 190 South LaSalle Street Suite 1500 Chicago. IL 60603 41-2057028 501(c)(3) $1.000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00077 Donors Capital Fund, Inc. 54-1934032 . .44 I, Grants to Organizations and IndVIduals in the U S. Part II, Grants to Organizations and Governments in the U5. . (M 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 other) Jack Miller Center for Teaching America's Founding Principles and History 3 Bela Plaza West Sune 401 Bala PA 19004 26-1147689 501 $125,000 00 NIA Cash for general operations Nevada Policy Research 7130 PIaCld Street Las Vegas, NV 89119 8840276314 501(c)(3) $1,500.00 NIA Cash NIA ifor general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $1,500 00 Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $59,000 00 NIA Cash Ifor general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $35,650.00 NIA Cash for general operations American Legislative Exchange Council 2900 Drive Surte 600 Arlington, VA 22202 52-0140979 501(c)(3) $20,000 00 NIA Cash for general operations Hudson Institute 1015 15th Street, NW 600 Washington, Dc 20005 13-1945157 501(c)(3) $200,000 00 NIA Cash for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $10,000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00078 Donors Capital Fund, Inc. 54-1934032 . .45 l, 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 Government Applicable A55istance appraisal, A55istance A55istance other) Show-Me Institute 5297 Washington Place St Louis, MO 63108 20-1957878 501(c)(3) $1,500 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) $539,850.00 Cash for general operations California Public Policy Center 18002 erine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $3,500 00 NIA Cash itor general operations Center for Organizational Research and Education PO Box 34557 Washington, DC 20043 26-0006579 501(c)(3) $5,000 00 NIA Cash NIA for general operations Empire Center for Public Policy, Inc PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $15,000 00 NIA Cash NIA for general operations Oklahoma CounCil of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1 436375 501(c)(3) $3,500.00 NIA Cash NIA for general operations Oklahoma Counml of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $1,200 00 NIA Cash NIA for general operations Show-Me Institute 5297 Washington Place St Lows, MO 63108 20-1957878 501(c)(3) $10,000 00 Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00079 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and IndVIduaIs 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 Amount of Non-Cash (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash AsSistance Purpose of Grant or Assistance Beacon Center of Tennessee PO Box 196646 NashVille, TN 37219 20-1808567 501(c)(3) $1,000.00 Cash NIA for general operations Center for Competitive Politics 124 South West Street 201 Alexandria, VA 22314 2045676886 501(c)(3) $5,000 00 NIA Cash NIA for general operations War Trust 1156 15th Street, NW, Suute 900 Washington, DC 20005 54-1426643 501(c)(3) $40,000 00 Cash NIA to be applied toward the purchase and restoration of the General Robert E Lee headquarters butlding at PA Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $125,000.00 NIA Cash NIA for general operations Heartland Institute One South Wacker Dnve 2740 Chicago, IL 60606 36-3309812 501(c)(3) $400,000 00 Cash for the G W protect expanSion Idaho Freedom Foundation 2404 Bank Drive Sune 314 Betse, ID 83705 26-3783048 501(c)(3) $1,000 00 NIA Cash for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $1,000 00 NIA Cash NIA for general operations Mi55issippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $1,000 00 Cash for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00080 Donors Capital Fund, Inc. 54-1934032 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 (0 Method of Valuation (book. FMV. appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or ASSIStance Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501 $13,000 00 Cash NIA tor general operations Show-Me Institute 5297 Washington Place St Lows, MO 63108 20-1957878 501 $16,350 00 Cash NIA for general operations Sutherland Institute Gateway Tower West Budding 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $83,000 00 NIA Cash NIA for general operations Sutherland Institute Gateway Tower West Buuding 15 West South Temple, Suite 200 Salt Lake City. UT 84101 87-0531727 501(c)(3) $1,000 00 Cash NIA tor general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $4,000 00 NIA Cash for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $15,000 00 NIA Cash for general operations Alabama Policy Institute 402 Office Park Drive Suite 300 Binningham, AL 35223 63-0809568 501(c)(3) $40,000 00 NIA Cash NIA for general operations Bluegrass Institute Po Box 11706 Lexmgton, KY 40577-1706 1 1-3691843 501(c)(3) $25,000 00 NIA Cash NIA for general operations i i Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00081 Donors Capital Fund, Inc. 54-1934032 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 (8) Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or A55istance Buckeye Institute 88 East Broad Street. Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $8,000 00 Cash NIA for general operations Buckeye Institute 88 East Broad Street, Sune 1120 Columbus. OH 43215-3506 31 -1 278593 501(c)(3) $5,000 00 NIA Cash for general operations Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $40,000 00 NIA Cash NIA for general operations Cascade Policy Institute 4850 SW Scholls Ferry Road Sune #103 Portland, OR 97225 93-1045925 501(c)(3) $20,000 00 NIA Cash NIA for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg. PA 17101 23-2473845 501(c)(3) $15,000 00 Cash NIA for general operations Empire Center for Public Policy, Inc PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $3,500 00 Cash NIA for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $1,200 00 NIA Cash NIA for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $40,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00082 Donors Capital Fund, Inc. 54-1934032 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 It) IRC Section if Applicable i Amount of Cash Grant Amount of Non-Cash A55istance If) Method of Valuation (book, FMV, appraisal. other) (9) Description of Non-Cash ASSIStance Purpose of Grant or Assistance Foundation for Government Accountability 15275 Collier Boulevard Sune 201-279 Naples, FL 34119 45-2637507 501(c)(3) $15,000.00 NIA Cash NIA for general operations Freedom Foundation of MN 520 Nicolle! Mall Suite 510 Minneapolis, MN 55402 364592698 501(c)(3) $20,000 00 NIA Cash NIA for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Baise, ID 83705 26-3783048 501(c)(3) $30,000 00 NIA Cash for general operations Policy Institute 190 South LaSalle Street Sune 1500 Chicago, IL 60603 41 -2057028 501(c)(3) $3,000 00 NIA Cash NIA for general operations Independence Institute 727 East 16th Avenue Denver. CO 80203 84-0990300 501(c)(3) $15,000 00 NIA Cash NIA for general operations Kansas Policy Institute 250 North Water Street Surte 216 Wichita, KS 67202-1215 23-7047821 501(c)(3) $20,000.00 Cash NIA Ufor general operations LiberIas Institute 733 W 1620 S Lehi. UT 84043 45-5254794 501(c)(3) $2,500 00 Cash for general operations Mackinac Center for Public Policy 140 West Main Street Midland. MI 48640-0568 38-2701547 501(c)(3) $15,000 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00083 Donors Capital Fund, Inc. 54-1934032 . .50 I, Grants to Organizations and IndVIduaIs In the U.S. 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 A55istance appraisal, A55istance ASSIstance other) Maine Heritage Policy Center PO Box 7829 Portland. ME 04112 22-3888250 501(c)(3) $25,000 00 NIA Cash for general operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $40,000 00 Cash NIA for general operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $25,000 00 Cash NIA for general operations Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $2,500 00 NIA Cash for general operations MiSSiSSippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $6,500 00 NIA Cash for general operations Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $30,000 00 Cash for general operations Nevada Policy Research Institute 7130 Hand Street Las Vegas, NV 89119 88-0276314 501(c)(3) $25,000 00 Cash NIA for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City. OK 73104-2801 73-1436375 501(c)(3) $3,000 00 Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00084 Donors Capital Fund, Inc 54-1934032 t 51 I, Grants to Organizations and In the U5. 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 appraisal, ASSIstance Assistance other) Oklahoma of Public Affairs 1401 North Lincoln Boulevard Oklahoma Clty, OK 73104-2801 73-1436375 501(c)(3) $15,000 00 Cash for general operations Oklahoma COUHCII ot PublIc Mars 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $25,000 00 Cash for general operations Palmetto Promise Institute - PO Box 12676 Columbia. SC 29211 26-3077338 501(c)(3) $40,000 00 MIA Cash NIA for general operations Pioneer Institute for Public Pollcy Research 185 Street Sum 1101 Boston, MA 02110 22-2632081 501(c)(3) $25,000 00 Cash NIA for general operations Platte Institute for Economic Research 900 South 74th Plaza Surte 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) 515.000 00 Cash for general operatrons Platte for Economic Research 900 South 74th Plaza Sutte 400 Omaha, NE 68114-4667 20-3809060 501(c)(3) $8,000 00 Cash for general operatrons Platte Institute for Economic Research 900 South 74th Plaza Surte 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $25,000 00 Cash for general operations Rhode Island Center for Freedom and Prosperlty PO Box 10069 Cranston. RI 02910 45-2805369 501(c)(3) $1.500 00 MIA Cash for general operatrons Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00085 Donors Capital Fund, Inc. 54-1934032 t 52 I, Grants to Organizations and 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 A55istance appraisal. A55istance Assistance other) Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $20,000.00 Cash NIA for general operations Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $20,000 00 NIA Cash NIA for general operations Show-Me Institute 5297 Washington Place St Lows, MO 63108 20-1957878 501(c)(3) $10,000 00 NIA Cash for general operations Show-Me Institute 5297 Washington Place St Louis, Mo 63108 20-1957878 501(c)(3) $3,000 00 NIA Cash for general operations State Budget Solutions 1739 Maybank Highway Sune T346 Charleston, SC 29412 27-1501919 501(c)(3) $20,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Snite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $76,200 00 NIA Cash NIA for general operations Sutherland Institute Gateway Tower West Building 15 West South Temple, Surte 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $25,000 00 Cash Ifor general operations Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $25,000 00 NIA Cash NIA tor general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00086 Donors Capital Fund, Inc 54-1934032 l, Grants to Organizations and lndviduals in the US. Part ll, 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 Non-Cash AsSistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or A55istance Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1 752769 501(c)(3) $25,000 00 NIA Cash NIA for general operations Yankee Institute 216 Main Street Hartford. CT 06106 52-1358144 501(c)(3) $15,000 00 Cash NIA for general operations merica's Future Foundation 1513 161h Street, NW Washington. DC 20036 52-1928321 501(c)(3) $80,000 00 NIA Cash for general operations Bethany Baptist Church 7422 North Heinz Lane Edwards, IL 61528 41-1356719 501(c)(3) $2,500 00 NIA Cash NIA for the Ministry Account of Jerad Koch First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4.500 00 NIA Cash for general operations Midland Community Theatre 2000 West Wadley Midland, TX 79705 756003774 501(c)(3) $2,200 00 NIA Cash NIA for a Legacy Gold Donation and Yucca Theater Renovations Partners Relief and Development PO Box 912418 Denver, CO 80291-2418 22-3786806 501(c)(3) $12,000 00 NIA Cash NIA for general operations and to support the Gumaer girls' missmn trip Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $155,110 00 NIA Cash NIA for general operations Schedule l (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00087 Donors Capital Fund, Inc. 54-1934032 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 (C) IRC Section if Applicable l Amount of Cash Grant Amount of Non-Cash A55istance x (0 Method of Valuation (book. FMV, appraisal, other) (9) Description of Non-Cash ASSistance - -54 Purpose of Grant or A55istance State Budget Solutions 1739 Maybank Highway Suite T346 Charteston, SC 29412 27-1501919 501(c)(3) $5.000 00 NIA Cash for general operations Young Life PO Box 520 Colorado Springs, CO 80901 84-0385934 501(c)(3) $5,000 00 NIA Cash NIA for the Midland Area (TXZB) Youth Conference Ministries 1200 Mountain Creek Road Sune 350 Chattanooga, TN 37405 71-0941809 501(c)(3) 32.000 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) $150,000.00 NIA Cash NIA ifor general operations Schedule I (Form 990 or 990-EZ) 2014 CITIZENAUDIT.ORG PAGE #00088 SCHEDULE J Compensation Information OMENO 1545-0047 (Form 990) or certain Officers. Directors, Trustees, Key Employees, and Highest Compensated Employees 201 4 Complete if the organization answered 'Yes' on Form 990, Part IV, line 23. P Attach to Form 990. De anmemonne Treasu Information about Schedule J (Form 990) and its instructions is P W Internal Revenue Sewice at . t Name of the organization Employer identification number Donors Capital Fund, Inc 54-1934032 [Pgaj Ft; my Questions Regarding Compensation 1 a Check the appropriate box(es) if the orHanization provided any of the following to or for a person listed In Form 990, Part VII, Section A, line 1a. Complete Part I to provide any relevant information regarding these items '3 First-class or charter travel Housmg allowance or reSIdence for personal use El Travel for companions D Payments for busmess use of personal residence D Tax indemnification and gross-up payments D Health or social club dues or initiation fees D Discretionary spending account D Personal 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 of all of the expenses described above? If complete Part to explain 2 Did the organization reqUIre substantiation prior to reimbursing or allowing expenses incurred by all directors. trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? 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, but explain in Part El Compensation committee DWritten employment contract D Independent compensation consultant DCompensation survey or study B Form 990 of other organizations DApproval by the board or compensation committee 4 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 nonqualihed retirement plan? c PartiCIpate in, or receive payment from, an equity-based compensation arrangement? If IYes' 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. 5 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of; a The organization? 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 1a, did the organization pay or accrue any compensation contingent on the net earnings of- V g a The organization? 6 a x b Any related organization? 6 b x If '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 provide any non-erd 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 II 8 x 9 If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 9 BAA For Papenivork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2014 TEEA4101 CITIZENAUDIT.ORG PAGE #00089 Schedule J (Form 990) 2014 Donors Capital Fund, Inc 54-1934032 Page 2 PM Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each 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 that are not listed on Form 990, Part Vll. Note. The sum of columns (or each listed must equal the total amount of Form 990, Pan Vll, Section A. line 1a, applicable column (D) and (E) amounts for that individual. (A) Name and Title (B) Breakdown of W-2 and/or1099-MISC compensation (C) Retirement (I) Base compensation and other deferred compensation Bonus and Other incentive reportable compensallon compensation (D) Nontaxable benefits (E) Total of (F) Compensation In column (B) reported as deferred In prior Form 990 Whitney L Ball 1 President (I) (IiJeffrey C Zysik 2 Asst. Treas . (I) (II) 0.r 222.750. (D (II) (II) (D (II) (I) (II) (I) (II) (I) (II) (I) 1O (Ii) (0 11 (Ii) p 12 (II) (D (II) 13 (I) (II) 14 (I) 15 (I) (II) 16 (I) (H) BAA TEEAMOZ 06/19/14 Schedule J (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00090 Donors capital Fund, Inc 54-1934032 Fkge3 m 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. Pt I Line 3 The related organization uses a compensation committee, Pt I Line 3 approval by the compensation committe, and Form 990 of other Pt I Line 3 organizations to set compensation. BAA Schedule J (Form 990) 2014 10/17/14 CITIZENAUDIT.ORG PAGE #00091 SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury Internal Revenue SeNice Supplemental Information to Form 990 or 990-EZ OMENO 154500" Complete to provide information for responses to speCIfic questions on Form 990 or 990-EZ or to provide any additional information. 201 4 Attach to Form 990 or 990-EZ. Information about Schedule 0 (Form 990 or 990-EZ) and its Instructions is I . . r at nspection . i J Open to buhlio Ex Name of the organization Employer Identification number Donors Capital Fund, Inc 54-1934032 Pt VI, Line 11b FORM 990 REVIEWED BY OFFICIERS PRIOR TO FILING. Pt VI, Line 11b IN ADDITION, FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS Pt VI, Line AFTER FILING FOR THEIR REVIEW AND COMMENTS. IF ANY Pt VI, Line 11b ISSUES ARE RAISED, APPROPRITE REMEDIAL ACTION IS TAKEN, Pt VI, Line 11b INCLUDING FILING AN AMENDED FORM 990 IF NECESSARY. Pt VI, Line 15b THE ORGANIZATION PAYS NO COMPENSATION Pt VI, Line 12C THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS, AND Pt VI, Line 12C KEY EMPOLOYEES TO COMPLY WITH OUR CONFLICT OF INTEREST Pt VI, Line 12C POLICY. THESE INDIVIDUALS ARE PROHIBITED FROM HAVING Pt VI, Line 12C BUSINESS DEALINGS WITH COMPANIES AFFILIATED WITH, OR Pt VI, Line 12C ACT AS MAJOR CUSTOMERS OR SUPPLIERS OF, THE ORGANIZATION. Pt VI, Line 12C TRANSACTIONS WITH OFFICERS OF TEH ORGANIZATION ARE Pt VI, Line 12C ADEQUATELY CONTROLLED AND DISCLOSED IN RECORDS, AND SUCH Pt VI, Line 12C TRANSACTIONS OCCURE ONLY IN THE NORMAL COURSE OF BUSINESS Pt VI, Line 12C AND ARE APPROVED BY THE BOARD OF DIRECTORS. Pt VI, Line 19 NOT PUBLICLY AVAILABLE. Other Part VI LINE 15 - NO EMPLOYEES - SEE SCHEDULE J BAA For Paperwont Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 08/18/14 Schedule 0 (Form 990 or 990452) 2014 CITIZENAUDIT.ORG PAGE #00092 SCHEDULE R Related Organizations and Unrelated Partnerships (Form 990) Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Attach to Form 990 Department oi the Treasury Information about Schedule R (Form 990) and its instructions is at lntemal Revenue Sewice Name at the organization Employer identi ication numbe Donors Capital Fund, Inc 54-1934032 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 domicne (state Total Income End-of-year assets Direct controlling oreign country) entity .(11 29F. LL.C .. - .PQ 139s 3.30.5 z z ALegcaIldzias- EA 2211.3 Hold raw N A Land MD Donors Capital Fund Inc .Bajatglli 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) (9) Name, address, and EIN of related organization Primary actiwty Legal domicue (state Exempt Code Public charit status Direct controlling Sec 512(b)(13) or foreign country) section (if section 5 entity controlled entity? Yes No Dorms -I.n.q .. - - .1 30.0. QLag gnza; Sits- 2.8z0 z - Alexandria; 17A 22 3.1.4 Grant making 52-2166327 orqanization MD 501(c)(3) 7 X .9.) BAA For Papenlvork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 08/22/14 Schedule R (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00093 Schedule R (Form 990) 2014 m Donors Capital Fund, Inc 54-1934032 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 actIVity (C) Legal domicile (state or foreign country) Direct controlling entity Predominant income (related, unrelated, excluded from tax under sections 512-514) (0 Share of total income Shgre of end-of-year assets Dispropor- tionate allocations? (0 Code V-UBI amount in box 20 of Schedule K-1 (Form Yes No 1065) (D General or managin paitne . Yes NO Percentage ownership 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. (C) (0 Name, address, and EIN of related organization Primary actIVIty Legal Direct Type of entity Share of (state or foreign controlling (C corp, S corp, total income country) entity or trust) m (I) Percentage Sec 512(b)(13) ownership controlled entity? Share 0 end-of- year assets Yes No BAA TEEASOOZ 08/22/14 Schedule R (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00094 Schedule R (Form 990) 2014 Donors Capital Fund, m TransactIons With Related Organizations Complete if the organization answered 'Yes' on Form 990, Part IV, Inc Me 34, 35b, or 36. 54-1934032 Note. Complete km 1 if any entIty Is listed In Parts II, or IV of this schedule. 1 During the tax year, dId the organizatIon engage In any of the followmg transactlons WIth one or more related organIzatIons listed In Parts ll-IV7 DiVIdends from related organizatIon(s). . . . . . Sale of assets to related organIzatIon(s) . . . . . Purchase of assets from related organIzatIon(s) . Exchange of assets WIth related organIzatIon(s) . J Lea ase of faCIlItIes equipment, or other assets to related organIzatIon(s) k Lease of facIlIties, equipment, or other assets from related organIzatIon(s) ReceIpt of (I) 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) l Performance of services or membershIp or fundraIsmg solICItations for related organIzatIon(s) m Performance of serVIces or membership or fundraIsmg solICItations by related organIzatIon(s) n Sharing of faculties, eqmpment, maIlIng has, or other assets WIth related organIzatIon(s) 0 Sharing of paId employees with related organization(ReImbursement pad 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. I Name of related organization TransactIon type Amount Involved (C) amount involved (1) - no controlled organization as defined by IRC 512(b) (13) (2) (3) Method of determInIng EA5003 08/22/14 Schedule R (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00095 Schedule R (Form 990) 2014 Donors Capital Fund, Inc 54-1934032 mill Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 37. Provrde 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) (60 Predominant Are all panners income section (related, unre- 501(c)(3) Iated, excluded organizations? from tax under section 512-514) Yes No (0 Share of total income (9) Share of end-of-year assets Dispropor- tionate allocations? Yes No (I) (1) Code V-UBI amount in box 20 of Schedule K-1 Form (1065) General or managing partner? Yes No Percentage ownership TEEA5004 08/22/14 Schedule R (Form 990) 2014 CITIZENAUDIT.ORG PAGE #00096 h . Schedule R (Form 990) 2014 Donors Capital Fund, Inc 54-1934032 Page 5 P'aTrt Supplemental Information . - - t Provide additional information for responses to questions on Schedule R (see Instructions). BAA TEEASOOS 03/22/14 Schedule R (Form 990) 2014 l
2013/12 990-T 2014/12 W A 5 2014 Exempt Organization Business Income Tax Return OMB No 1545-0687 Form (and proxy tax under section 6033(e)) For calendar year 2013 or other tax year beginning 2013, and ending 2 o 1 3 See separate instructions. lnfonnation about Form 990-T and its instructions is available Iggigntestgw Do not enter SSN numbers on this form as it may be public it you organization is a 501(c)(3). 537(c)(3) inmanni A Check box If Name of organization DCheck box If name changed and see Instructions D Employer identication number address changed (Employees' trust. see Exempt under section print Donors CapJ. ta 1 Fund I nc 50 c 3 or Number. street, and room or sune number It a P 0 box, see instructions 408(e) 220(e) Type 3313:3131-330va I 408A 530(8) City or town. state or provrnce, country, and ZIP or foreign postal code 7529(a) Alexandrla VA 22313 900000 C 0' a" 5558's at F Group exemption number (See instructions.)> Check organization type - - - 501(c) corporation D501(c) trust D401(a) trust DOther trust H Describe the organization's pnma unrelated business actIVIty. Investment 1ncome su ject to UBIT l Dunng the tax year, was the corporation a In an afliated group or a controlled group? . . . - . DYes No If 'Yes. enter the name and Identifying number of the parent corporation . . . . J The books are in care of the Organization Telephone number> (703) 535-3563 [Part I II Unrelated Trade or Business Income (A) Income (8) Expenses (C) Net 1 a Gross receipts or sales . . b Less relums and allowances. . c Balance> 1 c 2 Cost of goods sold (Schedule A. line Gross prot Subtract line 2 from line Capital gain net Income (attach Form 8949 and Schedule D) . . . 4a b Net gain (loss) (Form 4797. Part II, line 17) (attach Form 4797Capital loss deduction for trusts . . . . . . . . . . . . . . . . . . 4c 5 Income (loss) from partnerships and S corporations (attach statementRent Income (Schedule Unrelated debt-nanced Income (Schedule Interest, annuities, royalties, and rents from controlled organizations (Scheduie F) 8 9 Investment income of a section 501(c)(7). (9), or (17) organization (Sch G) . . . 9 10 EprOIted exempt actIVIty Income (Schedule Advertismg Income (Schedule Other Income (See Instnictions. attach schedule . . . . . . . . 12 i 13 Total. Combine lines 3 through |Part ll llDeductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions deductions must be directlv connected with the unrelated business income; 14 Compensation of ofcers, directors. and trustees (Schedule Salanes and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Repairs and maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Bad debts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 interest (attach scheduleTaxes and licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Charitable contributions (See for limitation rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 21 Depreciation (attach Form 4562Less deprecration claimed on Schedule A and elsewhere on.Depletion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 24 Contributions to deferred co pensaREI Employee benet programsExcess exempt expenses (Excess readership costs (Sch Other deductions (attach sche . 117 . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 29 Total deductions. Add lines 1 throu Unrelated busmess taxable In (nab ccemetcperatrng loss deduction. Subtract line 29 from line Net operating loss deduction (limited to the amount on line 30Unrelated busmess taxable Income before specrc deduction Subtract line 31 from line Specrc deduction (Generally $1,000. but see line 33 Instructions for exceptionsUnrelated buslness taxable income. Subtract line 33 from line 32 If line 33 is greater than line 32, enter the smaller of zero or line BAA For Papenuork Reduction Act Notice, see instructions. TEEA0201 12/23/13 Form 990-T (2013) [75 a) CITIZENAUDIT.ORG PAGE #00002 Form Donors Capital Fund, Inc 541934032 P39e2 Wart Ill ll Tax Computation 35 Organizations Taxable as Corporations. See instructions for tax computation. Controlled group members (sections 1561 and 1563) check here See instructions and: a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that orderEnter organization's share of: (1) Additional 5% tax (not more than $11,750(2) Additional 3% tax (not more than $100,000Income tax on the amount on line _3_59 594 36 Trusts Taxable at Trust Rates. See instructions for tax computation. Income tax on the amount on line 34 from: El Tax rate schedule or D Schedule D (Form 1041Proxy tax. See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 38 Alternative minimum tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 39 Total. Add lines 37 and 38 to line 35c or 36, whichever applies . . . . . . . . . . . . . . . . . . . . . . . . . . 39 5 94 Part N 7| Tax and Payments 40a Foreign tax credit (corporations attach Form 1118; trusts attach Form 1116Other credits (see instructionsGeneral business credit. Attach Form 3800 (see instructionsCredit for prior year minimum tax (attach Form 8801 or 8827Total credits. Add lines 40a through 40d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40e 41 Subtract line 40e from line Other taxes. Check if from: DForm 4255 El Form 8611 Form 8697 [IFonn 8866 l Other (attach scheduleTotal tax. Add lines 44a Payments: A 2012 overpayment credited to 2013 . . . . . . . . . . . . . . . . . . 443 b 2013 estimated tax payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44b 1 c Tax deposited With Form 8868 . . . . . . . . . . . . . . . . . . . . . . . . . . . 44c 0 . l d Foreign organizations: Tax paid or withheld at source (see instructionsBackup Withholding (see instructionsCredit for small employer health insurance premiums (Attach Form 8941Other credits and payments: EIForm 2439 Form 4136 |:|0tner Total . . 449 45 Total payments. Add lines 44a through 449 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 0 46 Estimated tax penalty (see instructions). Check if Form 2220 is attached . . . . . . . . . . . . . . . . . . D 46 47 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed . . . . . . . . . . . . . . . . . 47 5 94 l 48 Overpayment. If line 45 is larger than the total of lines 43 and 46, enter amount overpaid . . . . . . . . . . . . P 48 49 Enter the amount of line 48 you want: Credited to 2014 estimated tax Refunded 49 [Part V x| Statements Regarding Certain Activities and Other Information (see instructions) 1 At any time during the 2013 calendar year, did the organization have an interest in or a signature or other authority over a Yes No nancial account (bank, securities, or other) in a foreign country? If YES, the organization may have to le Form TD F 90-221, 1 Report of Foreign Bank and Financral Accounts. If YES, enter the name of the foreign country here X 2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? x If YES, see instructions for other forms the organization may have to le. 3 Enter the amount of tax-exempt interest received or accrued during the tax year 5 Schedule A Cost Of Goods Sold. Enter method of inventory valuation 1 Inventory at beginning of year . . . . . . 1 6 Inventory at end of year . . . . 6 2 Purchases . . . . . . . . . . . . . . . . 2 7 Cost of goods sold. Subtract I line 6 rom line 5. Enter here J i 3 Cost of labor . . . . . . . . . . . . . . . 3 and In Part Additional section 263A costs (attach schedulethe rules of section 263A (with respect to J am Satproperty produced or acqurred for resale) apply 5 Total. Addlines througK the organizationdeclare that av examtn d his retum, including accompanan schedules and statements, and to the best of my knowledge and Sign is corr aWarer (other than xpa er) I based on all informahon of which preparer has any knowledge Here Pre s iden t CEO 3323;? mama's I ature ofcer 7 Title instructions)? DYes Punt/Type preparers MW Preparers signature Date Check El If Paid Pre_ A 1 C. 1, 1 self-employed parer lm'sname DSlIkreparea Fin'n'sEIN Use Firrn's address Only Phone no BAA TEEA0202 12/23/13 Form 990-T (2013) CITIZENAUDIT.ORG PAGE #00003 1. Form 990.1 (2013) Donors Capital Fund, Inc 54-1934032 Page3 Schedule C Rent Income (From Real Property and Personal Property Leased With Real Property) (see Instructions) 1 of property (1) (2) (3) (4) 2 Rent received or accrued From personal property (D) From real and personal property (If the percentage of rent for personal (If the percentage of rent for personal (attach schedule) property Is more than 10% but not property exceeds 50% or If the rent Is more than 50%) based on prot or Income) (1) (2) (3) (4) Total Total Total income. Add totals of columns 2(a) and 2(b) Enter here and on page 1. Part I. IIne 6, column (A) here and on page 1, Part I, Me 6, column (B) Total deductions. Enter b Schedule E Unrelated Debt-Financed Income (see Instructlons) 1 of debt-nanced property 2 Gross Income from or allocable to debt- 3 Deductrons directly connected WIth or allocable to debt-nanced property nanced property Straight line Other deductions depreCIatIon (attach sch) (attach schedule) (1) (2) (3) (4) 4 Amount of average 5 Average adjusted of 6 Column 4 7 Gross Income 8 Allocable deductIons achISItIon debt on or or allocable to debt-nanced dIVIded by reportable (column 2 x (column 6 x total of allocable to debt-nanced property (attach schedule) column 5 column 6) columns 3(a) and property (attach schedule) (1) (2) (3) (4) Enter here and on page 1. Enter here and on page 1, Part I, km 7, column (A). Part I. Me 7, column (B). Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total dividends-received deductions Included In column Schedule F - Interest, Annuities, Royalties, and Rents From Controlled Organizations (see 1 Name of controlled 2 Employer organIzatIon Identrcatron number Exempt Controlled Organrzations 3 Net unrelated Income (loss) (see InstructIons) 4 Total of specred payments made 5 Part of column 4 that IS Included In the organIzatIons gross Income 6 Deductrons drrectly c0nnected WIth Income In column 5 (1) (2) (3) (4) Nonexempt Controlled Organrzations 8 Net unrelated 7 Taxable Income Income (loss) 9 Total of specred payments made 10 Part of column 9 that IS Included In the 11 Deductrons drrectly connected WIth Income (see instructions) organrzatrons gross Income In column 10 (1) (2) (3) (4) Add columns 5 and 10 Enter Add columns 6 and 11. Enter here and on page 1. Part I, IIne here and on page 1, Part I. line 8. column (A). 8, column (B). Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BAA TEEA0203 10103113 Form 990-T (2013) CITIZENAUDIT.ORG PAGE #00004 . F0rm990-T(2013) Donors Capital Fund, Inc 54-1934032 Page 4 Schedule G Investment Income of a Section 501(c)(7), (9), or (17) Organization (see instructions) . . 3 Deductions 4 Set-aSIdes 5 Total deductions and 1 0f "1me 2 Amount Of Income directly connected (attach schedule) set-aSIdes (column 3 (attach schedule) plus column 4) (1) 12) (3) (4) Enter here and on page 1, Enter here and on page 1, Part I, line 9. column (A). Part I, line 9, column (B). Totals . . . . . . . . . . . . . . . Schedule I Exploited Exempt Activity Income, Other Than Advertising Income (see instnictions) 2 Gross 3 Expenses directly 4 Net income (loss) 5 Gross income from 6 Expenses 7 Excess exempt unrelated connected with from unrelated trade activity that is not anbutable to expenses (column b 1 0f actIVlty bUSIness production or business (column unrelated busmess column 5 minus column 5, but Income from of unrelated 2 minus column 3) Income not more than trade or busmess income It a gain, compute column 4) busmess columns 5 through 7 (1) (2) (3) (4) Enter here and Enter here and Enter here and on page 1, on page 1, on page 1, Part I, line 10, Part I, line 10, Part II, line 26. column (A). column (B) Totals . . . . . . . . . . . . . . . . Schedule J Advertising Income (See instructions) IPartl |lncome From Periodicals Reported on a Consolidated Basis 2 3 Dlreel 4 Advertismg gain or 5 Circulation 6 Readership 7 Excess readership advertismg advenISIng (loss) (col 2 minus income costs costs (col 6 minus col 1 Name of penodical income costs col 3) If a gain, 5, but notmore than co emigrate (1) (2) (3) (4) Totals (can'Lto Partll, line . . . [Part II |lncome From Periodicals Reported on a Separate Basis (For each penodical listed In Part II, ll in columns 2 through 7 on a line-by-line ba5is 2 Gross 3 Direct 4 Advertising gain or 5 Circulation 6 Readership 7 Excess readership advertismg advertismg (loss) (col 2 minus income costs costs (col 6 minus col 1 Name Of pet'IOdlcai income costs col 3) It a gain, 5, but not more than compute cols 5 throuah 7 (1) (2) (3) (4) (5) Totals from Part I Enter here and Totals, Part II (lines 1-Enter here and on page 1, on page 1, Part I, line 11, Part I, line 11, column (A) column (B) Enter here and on page 1. Part II, line 27. Schedule K Compensation of Ofcers, Directors, and Trustees (see instnictions) 3 Percent of 4 Compensation attributable 1 Name 2 Title time devoted to unrelated busmess to busmess Total. Enter here and on page 1, Part II, line TEEA0204 12113113 Form 990-T (2013) BAA CITIZENAUDIT.ORG PAGE #00005 Donors Capital Fund, Inc 54-1934032 Supporting Statement of: Form 990-T, pl/Line 5, Column (A) Description Amount ALLOCABLE SHARE OF UBTI ITEMTS FROM CAXTON LLC: ORDINARY INCOME 3, 554. SHORTTERM CAPITAL GAIN 10. LONGTERM CAPITAL GAIN 1,399. Total 4,963.
2013/12 990-EO 2014/12 OMB No 1545-0047 Form Return of Organization Exempt From Income Tax Under section 501 527, or 4947(a)(1) ot the Internal Revenue Code (except private foundations) Do not enter Social Security numbers on this form as it may be made public. Depanme h 955" Information about Form 990 and its instructions is at lntemel Revenue Semce A For the 2013 calendar year, or tax year beginning Open to Public Ins - ection 2013, and ending . 8 Check it appiicabie Address change C Name of organization Dono r 5 Cap i t al Fund I I nc D Employer Identication Number DomgBusmessAs 541934032 Name change Number and street (or P 0 box if mail is not delivered to sheet address) Room/sumo E Telephone number Inihalretum P.O. Box 1305 (703) 535-3563 Tennmated City or town, state or provtnce, country, and ZIP or foreign postal code Amendedretum Alexandria VA 22313 G Grossrecelpts 57,644,334. Application pending F Name and address of pnnapal otcer: Whitney L. Ball P.O. Box 1305 Alexandria H(a) is this a group return for subordinatesAre all subordinates Included? Yes No if 'No, attach a list. (see instructions) [xl501(c)(3) [7501mm (insertno) |4947(a)(i) or [527 l J Website: donorscapital fund . org K Form oforganization lXICorporation lTTrust I Ikssociationil Other> Summary 1 Briey describe the organization's mission or most Signicant activities: H(c) Group exemption number I L Year of formation 1 9 9 9 W State of legal domicile MD @2ng BC_529_(al_(1_) 421 G131 111151 a_11v_iaer B19991 cu sdecetio: 3252891 an! EEWESJE _an_d 36511511 _ne_ed_sl_ i_nc_lu_dm t_h_se_ r_el_at_ir_19_tg gogieL 1e1_fa_re_, _he_al_th_: soxernanser 09192 23121998.: _an_d_ar_ts_ a_nd_ 61113132: _an_d Erich snsogrys 5 ans _ir51i_v1d2a_l giving err! 52520283133 1_iy_a_s _ar1 answer. t__sgc_ie_tr a aegis atoms-221 o_q9ier_neet_al_ 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 business revenue from Part column (C), line Net unrelated busmess taxable income from Form 990-T, line Prior Year Current Year 55,254,703. 48,789,482. E 9 Program seNice revenue (Part line 29Investment income (Part column (A). lines 505, 438 901, 539 I: 11 Other revenue (Part column (A), lines 5, 6d, 80, 9c, 10c, and 11eTotal revenue add lines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Part lX, column (A), lines-1:3) . . .) 56,760,141. 49,691,021. . WF - - -- 56,114,235. 52,091,881. 14 Benets paid to or for members (Part IX, column (A), line 4) . MuSalaries, other compensation, employee benets (Pait IX, line5.540) . . g 16a Professmnal fundraising fees (Part IX. column (A), line tie) . Natl . Total fundraising expenses (Part IX, column (D), line 25) 17 Other expenses (Part IX, column (A). lines 11a-11d. 11f-24eTotal expenses. Add lines 13-17 (must equal Part IX. column (A),line 25Revenue less expenses. Subtract line 18 from line Beginning of Current Year End of Year g; 20 Totalassets(PartX,line1636,711,408. 35,756,879. 3% 21 Total liabilities (Part X, line 2636,424,892. 35,641,057. 22 Net assets or fund balances. Subtract line 21 from line nature Block Under penalties of perjury, I declare 't I have mined return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true. correct. and complete Declaration of preparer( er than g) is ed on all infonmyinfiich prepa has any knowledge Sign D f Here President Type or name and title V Punt/Type preparer: name Preparers Signature Date Check U ,f PTIN Paid A 1 I 1 self-employed Preparer Finn's name b e I EreDa re Ci. Use Only rm-s amass Fimis Phone no. May the IRS discuss this return with the preparer shown above? (see instructions[Yes I I No BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEAO101 mos/13 Form 990 (2013) 9n CITIZENAUDIT.ORG PAGE #00002 Form 990 (2013) [Part Statement of Program Service Accomplishments Donors Capital Fund, Inc Check if Schedule 0 contains a response or note to any line in this Part 1 Briey describe the organization's misswn 1PP9 r_t_ Pic. 9912 LL11 4.21 @191 9395;]- weigh _a_lle_V.i t_e_r _h_r911q_h 313129239932 i_t i_a t_iv_es_: _so_ci_eY_s_mgs Begvesgvs 3_r1di_c11_nses_r _in_c 134.1% Eloiejiltin _to_s_0c_ia_1 e_e 5031922. L"lej Leaningeg). 2 Did the organization undertake any signicant program serwces during the year which were not listed on the prior Form 990 or 990.527 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Yes No If 'Yes, describe these new services on Schedule 0. 3 Did the organization cease conducting, or make signicant changes in how it conducts. any program services'Yes, describe these changes on Schedule 0. 4 Describe the organizations program serwce accomplishments for each of its three largest program serwces, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) tnists are required to report the amount of grants and allocations to others, the total expenses. and revenue, if any, for each program serwce reported 4a(Code )(Expenses 52,822,556. includinggrantsof 52,091,881, )(Revenue 0. A Eud_p_r<yr_ar 05 _do_ngr _se_ek_i39_t2 sweothBC. 202(2); (A 995., _wh12h_a_ll_ezi2t:_ 913029. secietyimes; Bey/28319 3n_d_rgdi_cal_n9_es_l _in_cl_ud_iry_tllos_e_r213tin3 20.590311 Eeifer2:_halt ,_e;1v_i r_0rne_nt_: 3091191119,. 10189926,. $032192 56265919. std. a_rt_s Eng _in_di_v_id_ua_l_q_iv_iry_a2d_ 3P2n1131itj _as_ E 28395,. 25. 9p20e_d _t9 4 b (Code (Expenses including grants of (Revenue 4 c (Code (Expenses 5 including grants of (Revenue 4 d Other program services. (Descnbe in Schedule 0 (Expenses including grants of (Revenue 4 e Total program service expenses 52, 822,556. BAA TEEAO102 07/02/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00003 Form 990 (2013) Donors Capital Fund, Inc 541934032 P3963 [an 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 the organization reqUIred to complete Schedule 8, 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, Partl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 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? It '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 g) prt;Wlde adwce 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, histonc 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, 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 endowments, permanent endowments, or quaSI-endowments? If 'Yes, complete Schedule D, Part 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 D, Part Did the organization report an amount for investments - other secuntles 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 Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes, complete Schedule D, PartX . . . . . . . 11 e X f 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, Part 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 year? If 'Yes,'and if the organization answered Noto line 123, then completing Schedule D, Parts XI and XII IS optional . . . . . . . . . . . . 12 b X 13 Is the organization a school described in section If 'Yes, complete Schedule 14a Did the organization maintain an ofce, employees, or agents outside of the United StatesDid the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, business, investment, and program sewice actiwties 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 as5istance 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 aSSIstance to or for foreign indIViduals? If Yes,'complete Schedule F, Parts and Did the organization report a total of more than $15,000 of expenses for professional fundraising sewices on Part IX, column (A), lines 6 and 11e? If 'Yes, complete Schedule G, Part (see instructionsDid the organization report more than $15,000 total offundraising event gross income and contributions on Part lines 1c and 8a? If 'Yes,complete Schedule G, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 X 19 Did the organization report more than $15,000 of gross income from gaming on Part line 9a? If Yes, complete Schedule G, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 X 20 a Did the organization operate one or more hospital faculties? If 'Yes,complete Schedule 'Yes' to line 20a, did the organization attach a copy of its audited nancial statements to this returnBAA TEEAO103 11/08/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00004 Form 990 (2013) Donors Capital Fund, Inc 541934032 Page-1 LPart IV [Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants or other a55istance to any domestic organizations or government on Part IX, column (A), line 1? If Yes,complete Schedule I, Parts Did the organization report more than $5,000 of grants or other assistance to IndIVIduals in the United States on Part IX, column (A). line 2? If Yes,complete Schedule I, Parts land llI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 X 23 Did the organization answer 'Yes' to Part VII. Section A, line 3, 4, or 5 about compensation of the organizations current and former ofcers, directors, tnistees, key employees, and highest compensated employees? If 'Yes,comp/ete Schedule 24a Did the organization have a tax-exempt bond issue With an outstanding pnncipal amount of more than $100,000 as of the last da of the year, that was issued after December 31, 2002? If Yes, answer lines 24b through 24d and complete chedule K. If No, '90 to line 253 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a X b Did the organization invest any proceeds of tax-exempt 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 during 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 during the year? If 'Yes,'complete Schedule L, Partl . . . . . . . . . . . . . . . . . . . . . . . . . . . 253 X b Is the 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, Partanization report any amount on Part X, line 5, 6, or 22 for receivables from 0r payables to any current or former o icers, directors, tmstees, key employees, highest compensated employees, or disqualied persons? If so. complete Schedule L, Part Did the organization prowde a grant or other assistance 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 28 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, thstee, 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 231, 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 Did the organization receive more than $25,000 in non-cash oontnbutions? If 'Yes,complete Schedule Did the organization receive contributions of art, historical treasures, or other similar assets, or qualied conservation contributions? If 'Yes,complete Schedule Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,'complete Schedule N, PartDid 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, 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)7 If 'Yes, complete Schedule R, Part V, line Section 501 c) 3) organizations. Did the organization make any transfers to an exempt non-chantable related organization. Yes, complete Schedule R, art 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 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 lers are required to complete Schedule BAA TEEAO104 11I11I13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00005 Form 990 (2013) Donors Capital Fund, Inc 541934032 Page5 IEadyJ 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 2 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 WinnersEnter the number of employees reported on Form W-3. Transmittal of Wage and Tax State L merits, led for the calendar year ending With or Within the year covered by this return . . . . . 2 a 0 b If at least one is reported on line 2a. did the organization le all reqUIred federal employment tax returnsNote. If the sum of lines 1a and 2a is greater than 250. you may be required to e-le (see instructions) 1 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 year? II '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 Manual account in a foreign country (such as a bank account, securities account, or other nanCIal account'Yes, enter the name of the foreign country: See instructions for ling requirements for Form TD F 90-221 Report of Foreign Bank and FinanCiaI Accounts. 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 transaction'Yes, to line 5a 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 contributions'Yes, did the organization include With every solicitation an express statement that such contributions or gifts 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 services prowded to the payor'Yes, did the organization notify the donor of the value of the goods or services providedDid the organization sell. exchange, or othervwse dispose of tangible personal property for which it was required to le Form 8282'Yes. indicate the number of Forms 8282 led dunng the year . . . . . . . . . . . . . . . . 7 dl I e Did the organization receive any funds. directly or indirectly, to pay premiums on a personal benet contractDid the organization, dunng 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 1098-Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the I supporting organization, or a donor adVIsed fund maintained by a sponsonng organization. have excess busmess holdings at any time dunng the yearSponsoring organizations maintaining donor advised funds. j 3 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- a Initiation fees and capital contributions included on Part line Gross receipts, included on Form 990, Part line 12, for public use of club faculties . . . . . 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 them123 Section 4947(a)(1) non-exempt charitable trusts. Is the organization ling Form 990 in lieu of Form 1041Yes, enter the amount of tax-exempt interest received or accrued during the year . . . . . . I 12b| 13 Section 501(c)(29) qualied nonprot health insurance issuers. a Is the organization licensed to issue qualied health plans in more than one state13a 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 qualied health plans . . . . . . . . . . . . . . . . 13b c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning sewices dunng the tax year'Yes, has it led a Form 720 to report these payments? If No, 'prowde an explanation in Schedule 14b BAA TEEAO105 07/02/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00006 Fonn990(2013) Donors Capital Fund, Inc 541934032 Pages 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 instructions. Check if Schedule 0 contains a response or note to any line in this Part 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 9 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 1a, above, who are independent . . . . . 1 b 8 2 Did any ofcer, director, trustee, or key employee have a family relationship or a busrness relationship With any other ofcer, director, trustee or key employeeDid the organization delegate control over management duties customarily performed by or under the direct of ofcers, directors or trustees, or key employees to a management company or other personDid the organization make any Signicant changes to its governing documents srnce the pnor Form 990 was ledDid the organization become aware during the year of a Significant diver5ion of the organization's assetsDid the organization have members or stockholdersDid the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing bodyAre any governance dect5ions of the organization reserved to (or subject to approval by) members, stockholders, or other persons other than the governing bodyDid the organization contemporaneously document the meetings held or written actions undertaken during the year by the followrng: a The governing bodyEach committee With authority to act on behalf of the goveming bodythere any ofcer, director, tnistee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes, 'prowde 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 10a Did the organization have local chapters, branches, or afliates'Yes, did the organization have wntten policies and procedures governing the acIiVities of such chapters, afliates, 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 ling the formDescribe in Schedule 0 the process, if any, used by the organization to review this Form 990 J 12a Did the organization have a written conict of interest policy? If No,go to line Were ofcers, directors, or trustees, and key employees requrred to disclose annually interests that could give rise to conictsDid the organization regularly and con5istently monitor and enforce compliance With the policy? If Yes,descnbe In Schedule 0 how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12c X 13 Did the organization have a written whistleblower policyDid the organization have a written document retention and destruction policyDid the process for determrning compensation of the followmg persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decrsron? a The organization's CEO, Executive Director, or top management ofcial . . . . . . . . . . . . . . . . . . . . . . . . . . . 15a X b Other ofcers of key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 b x If 'Yes' to line 153 or 15b, descnbe the process in Schedule 0. (See instructions.) 153 Did the organization invest in, contribute assets to, or partiCIpate in a jornt venture or Similar arrangement With a taxable entity during the year'Yes, did the organization follow a wntten policy or procedure requrnng the organization to evaluate its participation in iornt venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status With respect to such arrangements16b Section C. Disclosure 17 List the states With which a copy of this Form 990 is reqUIred to be led e_e Eo_m1_9_9Q,_ 133926;ng 17 (contingejL 18 Section 6104 requrres 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. [1 Own website D Anothers websrte Upon request D Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conict of interest policy, and nancial statements available to the public during the tax year 20 State the name, phy5ical address, and telephone number of the person who possesses the books and records of the organization: _t1e__01_:g_a_n_iz_a_t_:tgn __the_ _Og_anizations Address (703) 535-3563 BAA TEEA0106 07/02/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00007 Form 990(2013) Donors Capital Fund, Inc 541934032 P3997 [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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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, trustees (whether indiViduals or organizations), regardless of amount of compensation. Enter -0- In columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for denition of 'key employee List the organizations ve current highest compensated employees (other than an ofcer, director, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former ofcers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations List all of the organization's former directors or trustees that received, in the capacrty 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, 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 trustee. (C) W (B) 5255:: (D) (E) (F) arm and rie $333; Ofce} and a d'redommsme) oomiggantaigrliefrom 2,1 '82367%?c%??335 $132732" 3 E 3; 3 3 can. 2'33 $1233" gradsorganizations 33CI. (1). L L59 Chalrman/BoD X 0. 0. 0. I_<i_mer_ly_0_ Dania L Vice Chalrman Sec. X X 0. 0. O. (EL beige}. L .1 .5. President 7 30.00 X X 0. 219,000. 21,900. (5L Arthur 3993:; L _09 Board Member L5). Ezeyen. Llama d_ L _5_0 Treas./BOD X X 0. O. 0. (9. 139151.82 _Mear_e1 L Board Member Vii.1_l i_a_m_ Ii _M_eLl_or L L09 Board Member (3L Borer Bear L Board Member (EL 99112103399203 L Board Member Jeff rev_ 9 _Zyi_k _1 9 L09 Asst. Treas. 35.00 X 0. 187,750. 18,775. (11) re) 112) L15) BAA TEEA0107 07/08/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00008 a Form990(2013) Donors Capital Fund, Inc 54-1934032 Page 8 En VII Section A. OfficersLDirectors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C) P it (A) Agerage t(20 notlchegks l"12,329 mgluone (D) (E) (F) ours X. un 655 DOTSON IS an R R I E Name and min veggk ofcer and a director/trustee) cogpggahonemm ornggosggneom caresses mammals oars g g a g a a organlzatlon related 8' Q 3 5 2 and related organize 2 3- 8 organizations -uons 5' 5, g below 54 g G g dotted a M line) 1 8 O. 115) . l (1 3) (19) 129). 121). 125). 12.5) 1bSub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0_ 405,750. 40,675. c Total from continuation sheets to Part VII, Section dTotal(addlines1band1c406,750. 40,675. 2 Total number of (Includlng but not to those listed above) who received more than $100,000 of reportable compensatlon from the organlzatlon Yes No 3 Did the organlzatlon any former ofcer, dlrector. or tmstee, key employee, or hlghest compensated employee on line 13? If 'Yes, complete Schedule J for such . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 X 4 For any Individual llsted on Ilne 1a, IS the sum of reportable compensatlon and other compensatlon from the organlzatlon and related organizations greater than $150,000? If Yescomplel'e Schedule J for such Ind/Vldual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 X 5 any person listed on Ilne 1a receive or accrue compensation from any unrelated organization or inlelduaI for serwces rendered to the organlzatlon? If 'Yes, complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . 5 X Section B. Independent Contractors 1 Complete table for your ve hlghest compensated independent contractors that recelved more than $100,000 of compensatlon from the organization Report compensatlon for the calendar year WIth or wuthln the organization's tax year. (A) (B) Name and busmess address of sewlces Compensatlon 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 BAA TEEA0108 11I11l13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00009 Form 990 (2013) Donors Capital Fund, Inc |Part Statement of Revenue Check if Schedule 0 contains a response or note to any line In this Part 541934032 (A) Total revenue (3) Related or exempt function revenue (C) Unrelated business revenue (D) Revenue excluded from tax under sections 512-514 CONTRIBUTIONS. GIFTS. GRANTS 1a Federated campaigns . . . . . 1a b Membership dues . . . . . . . 1 b c Fundraismg events . . . . . . . 1 c d Related organizations . . . . . 1d e Government grants (contributions) . . 1e f All other contributions, is, grants. and similar amounts not inc uded above . . Noncash contributions included in lines 1a-lf 0 h Total. Add lines 1a-48,789,482. PROGRAM SERVICE REVENUE AND OTHER SIMILAR AMOUNTS Busmess Code 2a b . c d f All other program service revenue . . . g Total. Add lines 2a-OTHER REVENUE 3 Investment income (including diVidends. interest and other similar amountsIncome from investment of tax-exempt bond proceeds . 5 Royalties . . . . . . . . . . . . . . . . . . . . . . . . . V -V 583,576. 3. 963. 579, 613. Real (ii) Personal 6 a Gross rents b Less rental expenses c Rental income or (loss). . d Net rental income or (lossSecurities (ii) Other 7 a Gross amount from sales of assets other than inventoryLess cost or other andsalesexpenses . .. 7' 953' 313 I c Gainor(loss) 317,963. d Net gain or (loss317. 963 . 311. 963. 8 a Gross income from fundraising events (not including. of contnbutions reported on line 1c) See Part IV, line Less direct expenses . . . . . . . . b c Net income or (loss) from fundraismg events . . . . . . . 9 a Gross income from gaming activities. See Part IV. line Less direct expenses . . . . . . . . b c Net income or (loss) from gaming actiVities . . . . . . . . 103 Gross sales of inventory, less returns and allowances 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 11a11d . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions . . . . . . . . . . . . . 7 49. 691.021. 3, 963. 897,576. BAA TEEA0109 07/08/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00010 Form 990 (2013) Donors Capital Fund, Inc 541934032 Page 10 [Part 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 Q4). Check if Schedule 0 contains a response or note to any line in this Part not Include amounts reported on lines Total xpenses Pro . gram serwce Management and Fundraismg expenses general expenses expenses 1 Grants and other asSistance to governments and organizations in the United States. See Parth,lineZ1 . . . . . . . . . . . . . . .. 52,091,881. 52,091,881,. 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 indiwduals outSIde the United States. See Part IV, lines 15 and 16 . . 4 Benets paid to or for members . . . . . . . . 5 Compensation of current ofcers, directors, trustees. and key employees . . . . . . . . . 6 Compensation not included above, to disqualied persons (as dened under section 4958(f)(1)) and persons described in section 4958(c)(3)(Other salaries and wages . . . . . . . . . . . Pen5ion plan accruals and contnbutions (include section 401(k) and 403(b) employer contributionsOther employee benets . . . . . . . . . . . 10 Payroll taxes . . . . . . . . . . . . . . . . . 11 Fees for sewices (non-employees): a Management . . . . . . . . . . . . . . . . . bLegal . . . . . . . . . . . . . . . . . . . . . 93_ 93_ O. O- cAccounting . . . . . . . . . . . . . . . . .. 14,293_ 0' 1414;293_ 0_ d Lobbying . . . . . . . . . . . . . . . . . . . e ProfeSSional fundraismg services See Part IV, line 17 . f Investment management fees . . . . . . . . Other (If line Hg aml exceeds 10% of line 25, column (A) amount, lisl line Hg expenses on Schedule Advertising and promotion . . . . . . . . . . 13 Ofce expenses . . . . . . . . . . . . . . . 14 Information technology . . . . . . . . . . . . 15 Royalties . . . . . . . . . . . . . . . . . . . 16 Occupancy . . . . . . . . . . . . . . . . . . 17 Travel . . . . . . . . . . . . . . . . . . . . 18 Payments of travel or entertainment expenses for any federal, state. or local public ofCIals . . . . . . . . . . . . . . . . 19 Conferences, conventions, and meetings. . . 20 Interest . . . . . . . . . . . . . . . . . . . . 21 Payments to afliates . . . . . . . . . . . . . 22 Depreciation, depletion, and amortization . . . 23 Insurance . . . . . . . . . . . . . . . . .. 9,285. 0. 9,285_ 0_ 24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24a. If line 24a amount exceeds 10% of line 25, column (A) amount, list line 24a expenses on Schedule 0a_I_'a_X_e 2.754 O 2.754 O b5d_m_ir_1_s_eg\1i_c 726.352 726.352 0 o 2.399 O 2.399 0 da_n_k_f_e_e 665 O 665 4) e All other expenses . . . . . . . . . . . . . . 375 . Total functional expenses. Add lines 1 through 24eJoint costs. Complete this line only if the organization reported in column (B) jomt costs from a combined educational campaign and fundraising solicnation. Check here if followmg SOP 98-2 (A30 958-720BAA TEEAO110 11/08/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00011 Donors Capital Fund, Inc 54-1934032 Page" IPart X [Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part (A) (B) Beginning of year End of year 1 Cash - non-interestbearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 Savmgs and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . Pledges and grants receivableAccounts receivableLoans and other receivables from current and former ofcers, directors, trustees ke em lolyees, and highest compensated employees. Complete Part Loans and other receivables from other disqualied persons (as dened under section 4958(f)(1)), persons descnbed In section 4958(c)(3)(B), and contnbuting employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneciary organizations (see instructions) Complete Part II of Schedule Notes and loans receivableInventories for sale Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . g 103 Land, bUIldings, and eqUIpment cost or other Complete Part VI of Schedule Less: accumulated depreCIation . . . . . . . . . . . . 10b 10 c 11 Investments publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . Investments other secunties. See Part IV, line Investments program-related. See Part IV, line Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Otherassets.SeePanIV,line11 . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Total assets. Add lines 1 through 15 (must equal line 3436I 711I 408 16 35, 756, 879 . 17 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 L 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 L 21 Escrow or custodial account liability. Complete Part IV of Schedule Loans and other payables to current and former ofcers, directors, trustees, j L key employees, highest compensated employees, and disqualied persons 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 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here and complete 1 lines 27 through 29, and lines 35I641I057. 28 Temporarily net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 s o 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. u g 30 Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . . . 3o 3 31 Paid-in or capital surplus, or land. budding, or eqUIpment fund . . . . . . . . . . . . 31 A k 32 Retained earnings, endowment, accumulated income, or other funds . . . . . . . . . 32 E 33 Total netassetsorfund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . 36I4241L892I 33 35I641I057I E 34 Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . BAA TEEA0111 07/08/13 Form 990 (2013) CITIZENAUDIT.ORG PAGE #00012 Form 990 (2013) Donors Capital Fund, Inc 541934032 Page 12 [Part XI [Reconciliation of Net Assets Check If Schedule 0 contaIns a response or note to any Me In thIs Part Total revenue (must equal Part column (ATotal expenses (must equal Part IX, column (ARevenue less expenses. Subtract Me 2 from line 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 faculties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 8 Pnor penod adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 9 Other changes In net assets or fund balances (explaIn In Schedule Net assets or fund balances at end of year. CombIne ms 3 through 9 (must equal Part X. Me 33. column(B35I641I057. IPart XII IFinancial Statements and Reporting Check If Schedule 0 contains a response or note to any Me in Ms Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [1 Yes No 1 AccountIng method used to prepare the Form 990 DCash Accrual DOther If the organizatIon changed Its method of accountIng from a prior year or checked 'Other, explain In Schedule 0 2 3 Were the organIzatIon's nanCIal statements comleed or reVIewed by an Independent accountant'Yes, check a box below to IndIcate whether the nanCIal statements for the year were complied or reviewed on a separate baSIs, consolIdated basis, or both. D Separate baSlS DConsohdated DBoth consolIdated and separate basis b Were the organizatIon's nanCIal statements audIted by an independent accountantYes, check a box below to IndIcate whether the nanCIaI statements for the year were audIted on a separate baSIs, consolIdated or both. Separate basis ConsolIdated DBoth consolIdated and separate baSlS c If 'Yes' to Me 23 or 2b. does the organIzatIon have a commIttee that assumes responSIbIlity for overSIght of the audIt. reVIew, or comleatIon of Its nanCIal statements and selectIon of an independent accountantthe organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn 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 requwed audIt or audIts. explaIn why In Schedule 0 and descnbe any steps taken to undergg such audIts . . . . . . . . . . . . . . . . . . 3 b BAA Form 990 (2013) TEEAO112 07/08/13 CITIZENAUDIT.ORG PAGE #00013 SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury internal Revenue SeMce 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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at OMB No 1545-0047 2013 Open to Public Inspection Name of the organization Inc The organization is not a private foundation because it is (For lines 1 through 11. check only one box.) Donors Capital Fund, l i Employer Identification number [Lart I [Reason for Public Charity Status (All organizations must complete this gart.) See instructions. 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 sewice organization described in section 4 A medical research organization operated in conjunction With a hospital described in section Enter the hospitals name. City. and state: 170(b (Com ~40: An or anization operated for the benet of a college or univerSIty owned or operated by a govemmental unit described in section plete Part II 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.) was 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 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 acqmred by the organization after June 30. 1975 See section 509(a)(2). (Complete Part 10 11 I An organization organized and operated excluswely to test for public safety See section 509(a)(4). An organization organized and operated excluswely 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 l a Typel b section 509(a)(2). f 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 persons? (ii) describes the type of supporting organization and complete lines 11e through 11h. Type II c Type Functionally integrated d E Type Non-functionally integrated e D 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 A person who directly or indirectly controls. either alone or together With persons described in (ii) and below, the governing body of the supported organizationfamily member of a person described in above35% controlled entity of a person described in or (ii) aboveProwde the followmg information about the supported organization((ii) X 11 9 X Name of supported EIN (ill) Type of organization (lv) Is the v) Did you notify (Vi) Is the Amoum 01' mone'ary organization (described on lines 1-9 organization in e organization in organization in support above or section column listed in column (I) of your column (I) (see instructions your governing support? organized in the document(A) See continuation pa es (8) (C) (D) (E) Total 52,091,881. BAA For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. TEEAO401 06/28113 Schedule A (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00014 ScheduleA(Fonn990or990EZ)2013 Donors Capital Fund, Inc 541934032 PageZ [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 Calendar year (or scal year beginning in) p 2009 2010 2011 2012 2013 Total 1 Gifts, grants. contributions, and membership fees received not include any 'unusual granls' . . . . 2 Tax revenues leVIed for the organization's benet 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 lines1 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 . . 6 Public support. Subtract line 5 from line4 . . . . . . . . . . . Section B. Total Suoport Calendar year (or scal year beginning in) p 2009 2010 2011 2012 2013 Total 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 busmess is regulany carried Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IVTotal support. Add lines 7 through Gross receipts from related activmes, 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) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section C. Computation of Public SupLOrt Percentage 14 Public support percentage for 2013 (line 6, column dwided by line 11, column (Public support percentage from 2012 Schedule A, Part ll, line 16a 33-1/3% 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D b support test 2012. 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 qualies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . '1 17a 10%-facts-and-clrcumstances test 2013. 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-andCircumstances' test. The organization qualies as a publicly supported organization . . . . . . . . . b 10%-facts-and-circumstances 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-andcircumstances' test. check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-cwcumstances' test. The organization qualies 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 instnictions . . . . . BAA Schedule A (Form 990 or 990-EZ) 2013 TEEAO402 06/28/13 CITIZENAUDIT.ORG PAGE #00015 Donors Capital Fund, Inc 541934032 P3963 lPa m 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 falls to quaIIfy under the tests |Isted below. please complete Part II Section A. Public Support Calendar year (or scal yr beginning In) P 2009 2010 (C) 2011 2012 2013 Total 1 GIs, grants, contnbutrons and fees received (Do not Include any 'unusual grants.') . . . . . . 2 Gross receIpts from admis- sions, merchandIse sold or services performed, or facrIItIes fumIshed In any actIvrty 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 leVIed for the organIzatIon's benet and eIther pad to or expended on Its behalf . . . . . . . . . . . . 5 The value of services or facrIItIes furnIshed by a governmental mm to the organIzatIon without charge. . . 6 Total. Add lines 1 through 5 . . 7 3 Amounts Included on lInes 1, 2, and 3 recered from dIsqualIed persons . . . . . . b Amounts Included on IInes 2 and 3 received from other than persons that exceed the greater of $5,000 or 1% of the amount on ne 13 for the year . . . . . . . . . . . c Add IInes Public support (Subtract ne 70 from Section B. Total Support Calendar year (or scal yr beginning In) 2009 2010 (C) 2011 2012 2013 Tota' 9 Amounts from Gross Income from Interest, dIvidends, payments recered on secuntIes loans, rents, royaItIes and Income from SImiIar sources . . . . . . . . . b Unrelated busrness taxable Income (less sectIon 511 taxes) from busrnesses acqurred after June 30. 1975 . . c Add IInes 10a and 10b . . . . . 1 1 Net Income from unrelated busmess actIvrtIes not included in line 10b, whether or not the business IS regularty carried Other Income. Do not Include gain or loss from the sale of caprtal assets (EpraIn In Part IVTotal Support. (Add Ins 9,1Ix,11 and12) 14 First ve years. If the Form 990 is for the organrzatrons rst. second, thIrd, fourth, or tax year as a sectIon 501(c)(3) organizatron, check thIs box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . [1 Section C. Computation of Public Support Percentag 15 PubIIc support percentage for 2013 (lIne 8, column dIvided by line 13, column (PublIc support percentage from 2012 Schedule A, Part Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2013 (lIne 10c, column dIVIded by ne 13. column (Investment income percentage from 2012 Schedule A, Part line 19a suppOrt tests 2013. If the organizatron dId not check the box more than and ne 17 Is not more than 33-1l3%, check thIs box and stop here. The organizatron qualies as a pubIIcIy supported organizatIon . . . . . . . . . . D b support tests 2012. If the organIzatIon dId not check 19a, and ne 16 Is more than and ne 18 Is not more than check this box and stop here. The organIzatIon qualres as a pubIIcIy 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 . . . . . . . . . . . p B B M TEEA0403 06/28/13 Schedule A (Form 990 or 990-EZ) 2013' CITIZENAUDIT.ORG PAGE #00016 Donors Capital Fund, Inc 54-1934032 P3964 [Part Wig[Supplemental Information. Provide the explanations required by Part II. line 10; Part II. line 17a or 17b; and Part Ill, line 12. Also complete this part for any additional information. (See instructions). BAA Schedule A (Form 990 or 990-EZ) 2013 TEEAO404 06/28/13 CITIZENAUDIT.ORG PAGE #00017 OMB No 1545-0047 - SCHEDULE D Supplemental Financial Statements (Form 990) Complete if the organization answered 'Yes. to Form 990. 3 Part IV, lines 6, 7, 8, 9, 10, 11a.11b. 11C, 11d.11e,11f. 123, 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 7 Employer Identication number Donors Capital Fund, Inc 541934032 |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. Donor adVIsed funds Funds and other accounts 1 Total number at end of year . . . . . . . . . . 1 4 2 Aggregate contributions to (dunng yearAggregate grants from (dunng yearAggregate value at end of year . . . . . . . . . Did the organization inform all donors and donor adVIsors in writing that the assets held in donor adVised funds are the organization's property, subject to the organization's excluswe legal controlDid the organization inform all grantees, donors. and donor adVIsors in wnting 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 conferring impennissmle private benetIPart II I 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 recreation or education) Preservation of an histoncally important land area Protection of natural habitat BPreservation of a certied historic 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 included Number of conservation easements included in acqurred after 8/17/06. and not on a historic I structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 d 3 Number of conservation easements modied, transferred. released. or terrninated by the organization dunng the tax year Number of states where property subject 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 holdsStaff and volunteer hours devoted to monitoring. inspecting. and enforcmg 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 and section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Elves No 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 nancial statements that describes the organization's accounting for conservation easements. [part In |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 perrnitted under SFAS 116 (A50 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 nanCIal statements that describes these items. b If the organization elected. as pennitted under SFAS 116 (A80 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 sewice. provide the followmg amounts relating to these items Revenues included in Form 990. Part line (ii) Assets included in Form 990. PartX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 If the organization received or held works of art. historical treasures, or other Similar assets for nanCIal gain, prowde the followmg amounts requwed to be reported under SFAS 116 (A30 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. TEEA3301 10/02/13 Schedule D (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00018 ScheduleD(Forrn 990)2013 Donors Cagital Fund, Inc 54-1934032 Pagez i lpai-i m ,3 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 followmg that are a signicant 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 1 4 grog/3? description of the organization's collections and explain how they further the Organization's exempt purpose in i a 5 Dunng 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 collectionEhes lpa'rt lvg| 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 'Yes, explain the arrangement in Part and complete the following table. Amount 1c 1d c Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Additions dunng the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 e f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f 2 3 Did the organization include an amount on Form 990, Part X, line 219 . . . . . . . . . . . . . . . . . . . . . . . . . . b If 'Yes, explain the arrangement in Part Check here if the explantion has been provrded in Part . . . . . . . . . . . . . . . . Yes 5 Part V i] Endowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10. Current Ear Prior year Two years back Three jgars back Fougears back 1aBeglnnanOfyeafba'ance - -- 36,269,849. 35,566,731. 31,734,450. 55,375,240. 55,286,390. 1 bContnbutions - - - - - - - - - - 48,677,677. 55,254,703. 60,622,937. 14,575,630. 56,570,167. 3 c Net investment earnings, gains, andlosses . . . . . . . . . .. 3,276,729. 2,478,964. 497,225. 3,761,905. 3,917,740. - - - - - 52,091,881. 56,114,235. 56,612,510. 41,100,998. 59,778,237. e Other expenditures for facilities i andprograms - - - . - - - -. 23,529. 205,355. 12,686. 496,574. 0. 1 AdmlnIStratlveeXPenSeS - - -- 726,352. 710,959. 662,685. 380,753. 620,820. QEHdOfyearba'ance - - - - - - 35,382,493. 36,269,849. 35,566,731. 31,734,450. 55,375,240. 2 Prowde the estimated percentage of the current year end balance (line 19, column held aS' a Board de5ignated or quasi-endowment 1 00 . 00 b Permanent endowment 0 00 c Temporarily restricted endowment 0 00 The percentages in lines 2a, 2b, and 2c should equal 100%. 3 a 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 . . . . . . . . . . . . . . . . . . . . . . 3b 4 Describe in Part the intended uses of the organizations endowment funds. [Part VI Land, Buildings, and Equipment. Complete if the organization answered Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10. of property Cost or other baSlS Cost or other Accumulated Book Value (investment) ba5is (other) deLreCIation 1 a Land . . . . . . . . . . . . . . . . . . . . . . I 1: Buildings . . . . . . . . . . . . . . . . . . . . c Leasehold improvements . . . . . . . . . . . . d Equipment . . . . . . . . . . . . . . . . . . . e Other . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 13 throgh 1e4(Cqumn must equal Form 990, Part X, column (BLline WELL . . . . . . . . . . . . . BAA Schedule D (Form 990) 2013 TEEA3302 10l02/13 CITIZENAUDIT.ORG PAGE #00019 SChedUle D (Form 990) 2013 Donors Capital Fund, Inc [Part VII Ilnvestments 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 Oncluding name of secunty) Book value (1) Fmancral derivatives . . . . . . . . . . . . . . . . . . . (2) Closely-held equrty Interests . . . . . . . . . . . . . . . (3) Other L31 1C1 Pl LEI 1F.) LG.) LIL) Total. (Column mus! equal Form 990, Part X, column (8) line 12) . I Investments Pro ram Related. Part if the "glzation answered Yes' to Form 990 Part IV line 11c. See Form 990 Part V line 13. a) of investment type (b Book value c Method of valuation Cost or market value 54-1934032 P3993 Method of valuation. Cost or end-ol-year market value . D Other Assets. if the ization answered Yes to Form 990 Part IV line 11d. See Form 990 Part line 15. a Book value 6 (8) (9) (10) Total. (Column must equal Form 990, PartX, column (B), line 15Other Liabilities. if the answered 'Yes' to Form 990 Part IV line He or 11f. See Form 990 Part line 25 a 1 Federal Income taxes (2) of Book value (10) 1 1 Total. mus! Form Part column line for uncertain tax posrtrons In Part provrde the text of the footnote to the organization's nancial statements that reports the organization's liability for uncertain tax posrtions under FIN 48 (ASC 740) Check here If the text of the footnote has been provided in Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BAA TEEA3303 10/02/13 Schedule D (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00020 ScheduleD(F0nn990)2013 Donors Capital Fund, Inc 541934032 Page4 @7321] 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, galns. and other support per audited nancial statements . . . . . . . . . . . . . . . . . . . . . . 2 Amounts Included on lIne 1 but not on Form 990. Part line 12 52, 162, 380. a Net unrealized gains on Investments . . . . . . . . . . . . . . . . . . . . . . . . Donated serwces and use of faculties . . . . . . . . . . . . . . . . . . . . . . . . 2 b c Recovenes of pnor year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c d Other (Descnbe in Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 d e Add IInes 2a through Subtract lIne 2e from line Amounts Included on Form 990. Part line 12, but not on line 1. 2,471,359. 49, 691,021. a Investment expenses not included on Form 990, Part lIne Other (Describe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 b c Add lines Total revenue. Add IInes 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 audlted nanctal statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Amounts Included on line 1 but not on Form 990, Part IX, line 25: 52, 946,215. a Donated serVIces and use of faculltles . . . . . . . . . . . . . . . . . . . . . . . . 2 a b Pnor year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 b c Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 c d Other (Descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 d e Add Imes 2a through Subtract line 2e from line Amounts Included on Form 990. Part IX. line 25, but not on line 1: 3 Investment expenses not Included on Form 990. Part lIne Other (Descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 b c Add lines Total expenses. Add lines 3 and 4c. (This must egual Form 990, Part I, lIne 18_Eupplemental Information. Provide the descriptions requured for Part II, lines 3, 5, and 9; Part Imes 1a and 4; Part IV. lines 1b and 2b. Part V, lune 4, Part X, lune 2, Part XI. lines 2d and 4b, and Part XII, Imes 2d and 4b. Also complete thIs part to provude any additional Information. Li_n_e_ 4. _1h_e_Qrgar1i_zat_i_or_1 gua_s_i ILL lings _a_r _u_se<i _f9r_ 11113. 4. a e_d_ f_u_n.c_1 _p_r9<1r_am BAA Schedule D (Form 990) 2013 TEEA3304 10/02/13 CITIZENAUDIT.ORG PAGE #00021 Sehedule D Form 990) 2013 Donors Capital Fund, Inc 54-1934032 Page 5 EDEDIBZHB - Supplemental Information (continued) BAA TEEA3305 07/01/13 Schedule D (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00022 OMB No 1545-0047 SCHEDULE I Grants and Other Assistance to Organizations, (Fm 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. Department of the Treasury Internal Revenue Servrce Information about Schedule I (Form 990) and its Instructions is at use mm: Employer Identication number Name of the organization Donors Capital Fund, Inc 541934032 |P.eif'tI II. General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or the grantees eligibility for the selection criteria used to award the grants Describe In Part IV the orgamzatron's procedures for monitoring the use of grant funds In the United States. l'ai'l 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. Part II can be duplicated if additional space is needed. 1 Name and address oforgamzatron EIN IRC section Amount of cash grant Amount of non-cash if) Method of valuation of Purpose of grant or government if applicable book, appraisal, non-cash or 0t er the grants or and .. DNO 111 e_e_ go_n_t i_n_uLi_oy sage s 2 Enter total number of section 501(c)(3) and government organizations listed In the lrnettable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 3 0 BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3901 07/12/13 Schedulel(Form 990) (2013) CITIZENAUDIT.ORG PAGE #00023 Donors Capital Fund, Inc 541934032 P3982 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 of grant or Number of Amount of Amount of (9) Method ofvaluatlon (book. (0 ofnoncash recrplenls cash grant non-cash FMV. appralsal. other) m Supplemental Information. Provide the information required in Part I, line 2, Part column and any other additional information. Pt I Line 2 Each _9_ren_t_ i_s_ 999051239321 92 bitter. _sa_t_i L11 _tha_t_ i_f_ _the_ 92am a_c_c_eet_e_i_t Pt I Line 2 will not be used to benefit any or Line}. _A_l_l_<1rr_1t_s_ a_r_e_ med_t_o_Q-_S_- _5_0_l 191%). 922132 _cller_1_ti_e_s_- _QrserLiz 61.2199 _tbe Pt I Line 2 are _n_0_t ye_d_ o_r_ qupxijg an): 22:33 eel} 102; 2y.- BAA Schedule 1 (Form 990) (2013) TEEASQOZ 07/12113 CITIZENAUDIT.ORG PAGE #00024 SCHEDULE J Compensation Information MBN154547 (F0rm 990) or certain Ofcers, Directors, Trustees, Key Employees, and Highest Compensated Employees 3 Complete if the organization answered Yes' on Form 990, Part IV, line 23. Attach to Form 990. See separate instructions. Depanmeni oi the Treasury Information about Schedule J (Form 990) and its instructions is Open 0 Pyblic Internal Revenue SerVIce at Inspection Name of the organization Employer Identication number Donors Capital FurL Inc 54-1934032 [Pjrt I Questions Regarding Compensation Yes No 1 3 Check the appropnate box(es) if the organization prowded any of the followmg to or for a person listed in Form 990, Part VII, Section A, We 1a Complete Part to provide any relevant Information regarding these Items. D First-class or charter travel DHousing allowance or reSIdence for personal use D Travel for companions D Payments for business use of personal residence El Tax indemnication and gross-up payments DHealth or somal club dues or Initiation fees El Discretionary spending account DPersonaI servrces (e 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 prowsion 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 employment contract D Independent compensation consultant El Compensation survey or study El Form 990 of other organizations DApproval 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 J a Receive a severance payment or change-of-control paymentPartICIpate In, or receive payment from, a supplemental nonqualied retirement planPartICIpate 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 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 1a, did the organization pay or accme any compensation contingent on the revenues of. a The organIzatIonAny related organization'Yes' to line 5a or 5b, describe 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 organizationYes' to line 6a or 6b, describe In Part I 7 For persons IIsted In Form 990, Part VII. Section A. line 1a, did the organization prOVIde any non-xed payments not descnbed In lines 5 and 6'7 If 'Yes, descnbe In Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 x 8 Were any amounts reported in Form 990, Part VII, paid or accnied 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) 2013 TEEA4101 07/08/13 CITIZENAUDIT.ORG PAGE #00025 Schedule J (Form 990) 2013 Donors Capital Fund, Inc 541934032 [Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. 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 indiVIduals that are not listed on Form 990. Part VII. Note. The sum of columns for each listed indiwdual must equal the total amount of Form 990. Part VII. Section A, line 1a. applicable columns (D) and (E) amounts for that individual. (A) Name and Title (8) Breakdown ol W-2 and/or 1099-MISC compensation Base compensation (ll) Bonus and incentive compensation Other reportable compensation (C) Retirement and other deferred compensation (D) Nontaxable benets (E) Total of (F) Compensation reported as deferred in prior Form 990 Whitney L Ball 1 President Jeffrey C Zysik 2 Asst . Treas. (ii) (iiBAA TEEA4102 07/08/13 Schedule J (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00026 Donors Fund, Inc Pages m Supplemental Information Provide the information, explanation, or descriptions required for Part I, lines 1afor Part ll. Also complete this part for any additional information. Lima; _T_h _r_e_l et_es1_qrga_n_i_z egign _u_s es_ _c_oLnQe_n_s a_t_i9r_1 39ml; Les; _by_t_h 2; L i_n_e_ 3. - _c_oan_e_n_s cation _cgmm_i_t Lee; _99 Q _o_f _o_ther_ 9 933 i_z_a1: i_o_n_s e_t_ gqmperlsg 1.02 BAA Schedule J (Form 990) 2013 TEEA4103 07/08/13 CITIZENAUDIT.ORG PAGE #00027 OMB No 15450047 SCHEDULE 0 (Form 990 or 990-EZ) Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specic questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Department of the Treasury Internal Revenue Service Name of the organization Employer Identication number 541934032 Donors Capital Fund. Inc Pt VI, Line 11b FORM 990 REVIEWED BY PRESIDENT CFO PRIOR TO FILING. .PE .1999. __1112 -90WENE .15;le BAA For Paperwork Reduction Act Notice, see the Instructions tor Form 990 or 99052. TEEM901 09/09/2013 Schedule 0 (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00028 Related Organizations and Unrelated Partnerships Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 35b, 36. or 37. Attach to Form 990. See separate instructions. lnfonnation about Schedule R (Form 990) and its instructions is at SCHEDULE R (Form 990) Department of the Treasury lntemal Revenue Sewice OMB No 1545-0047 go 15 m: :13- Its Mm Name of the organization Donors Capital Fund, Inc amjl Identication of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV, line 33. Employer number 54-1934032 (6) Name. address. and EIN (if applicable) of disregarded entity Primary activity Legal domiCile (state Total income or foreign country) (6) . End-of-year assets Direct controlling entity 111 LLC . Hold raw Land MD Donors Capital Fund Inc [321ml] 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. (6) id) Name, address. and EIN of related organization Primary actiwty Legal domice (state Exempt Code or foreign country) section Public charity status (if section 501(c)(3)) entity (0 . (9) Direct controlling Sec 512(b)(13) controlled entity? Yes No J1) DQIL0 _T_rL_Is_t4 YA _2_2 31.4 Grant making 522166327 orqanization MD 501(c)(3) 7 X 121 BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 06/26/13 Schedule R (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00029 Form 990) 2013 Donors Capital Fund, Inc 54-1934032 P3992 entification of Related Organizations Taxable as a Partnership Complete if the organization answered 'Yes on Form 990, Part IV, line 34 ecause it had one or more related organizations treated as a partnership during the tax year. . I id) . (9) ress, and EIN of Primary actIVity Legal Direct Predominant Income Share of total Share of Dispropor- Code V-UBI General or Percentage ation domiCile controlling (related. unrelated, Income end-ofyear tionate amount in box managing ownersh p (state or entity excluded from tax assets allocations? 20 of Schedule partner? foreign under sections K-1 (Form country) 512-514) Yes No 1065) Yes No dentification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered Yes on Form 990, Part IV, because it had one or more related organizations treated as a corporation or trust during the tax year. (9) ress, and of related organization Primary activity Legal domicile Direct Type of entity Share of Share of end-of Percentage Sec 512(b)(13) (state or foreign controlling (C corp, S corp. total income year assets ownersh p controlled country) entity or trust) Yes No TEEA5002 06/27/13 Schedule R (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00030 Schedule R (Form 990) 2013 IPIe'i'rtI Transactions With Related Organizations Complete if the organization answered Yes on Form 990, Part IV, line 34, 35b, or 36. Donors Capital Fund, Inc 54-1934032 Page 3 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 Gift. grant, or capital contribution from related organization(s) . Loans or loan guarantees to or for related orgamzation(s) . . . Loans or loan guarantees by related orgamzation(Dividends from related organization(sSale of assets to related orgamzation(Purchase of assets from related orgamzation(Exchange of assets with related orgamzation(Lease of facilities. equipment. or other assets from related orgamzation(s) Lease of facilities. eqUIpment. or other assets to related orgamzation(s) Receipt of interest (ii) annuities royalties or (iv) rent fromacontrolled entity. . . . . . Gift, grant. or capital contribution to related orgamzation(sPerformance of services or membership or fundraismg solicitations for related orgamzation(s) m Performance of sewices or membership or fundraismg sohcrtations by related orgamzation(s) n Sharing of faculties. equipment. mailing lists. or other assets With related orgamzation(s) . . . 0 Sharing of paid employees with related orgamzation(s). . . . . p Reimbursement paid to related orgamzation(s) for expenses . . q Reimbursement paid by related orgamzation(s) for expenses. . r Other transfer of cash or property to related orgamzation(s) . . 5 Other transfer of cash or property from related orgamzation(.1mx .1nx . 10 x -1px - the answer to any of the above lS 'Yes. see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. Name of related organization Transaction type Amount involved Method of determining amount involved (1) no controlled organization as defined by IRC 512 (13) (2) (3) (4) (5) (6) BAA TEEA5003 06/27/13 Schedule R (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00031 ScheduleR(Form 990) 2013 Donors Capital Fund, Inc 54-1934032 P3994 P'a'r't VI Unrelated Organizations Taxable as a Partnership Complete if the organization answered 'Yes on Form 990, Part lV, line 37. Prowde the followmg information for each entity taxed as a partnership through which the organization conducted more than ve 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. (9) (I) 00 Name. address. and EIN of entity Primary actiwty Legal domicne 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) section 512-514TEEASOM 06/27/13 Schedule R (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00032 SChedU'e R (F0m1990)2013 Donors Capital Fund, Inc 541934032 Page 5 Supplemental lnfon-nation Provide additional information for responses to questions on Schedule R (see instructions). BAA TEEASOOS 06/27/13 Schedule R (Form 990) 2013 CITIZENAUDIT.ORG PAGE #00033 Donors CapItaI Fund, Inc 54-1934032 1 A, LIne 11(h) (contInued) (I) Name of supported (II) Type of organIzatIon (Iv) Is the you notIfy (VI) Is the (VII) Amount of support organIzatIon (descnbed on IInes 1-9 organIzatIon In the organIzatIon In organIzatIon In above or IRC sermon (see column lIsted In column (I) of your column (I) Instructions your govemIng suport') organIzed In the doucmnetHoly Famly Roman CatholIc Church 1 X X X $15,558 15 Presbytenan Church-MIdland TX 1 X X X $19,400 00 World Joumallsm InstItute 9 X X X $40,000 00 Harvard Busmess School 04-2103580 2 X X X $33,334 00 FoundatIon for IndIVIduaI RIghts In EducatIon (FIE) 04-3467254 9 X X X $375,000 00 StudentNewsDaIIy corn 05-0611977 9 X X X $25,000 00 AmenCares FoundatIon, Inc 06-1008595 9 X X X $5,000 00 Amencan lslamIc Congress 06-1634525 9 X X X $25,000 00 Bluegrass InstItute 11-3691843 9 X X X $20,000 00 Hudson InstItute 13-1945157 3 X X X $2,050,000 00 NatIonal Straty lnformatIon Center 13-1973342 9 X X X $75,000 00 Manhattan InstItute for PolIcy Research 13-2912529 9 X X X $25,000 00 PhIlanthropy Roundtable 13-2943020 9 X X X $159,000 00 Fnends of Israel Center for SocIaI EconomIc Proggess 13-3129249 9 X X X $50,000 00 ChIldren's ScholarshIp Fund 13-4002189 9 X X X $150,000 00 FoundatIon for EconomIc Educatlon 13-6006960 9 X X X $100,000 00 Bar-llan UnIversny 13-6192275 2 X X X $750,000 00 Jerusalem InstItute for Market StudIes 200105601 9 X X X $50,000 00 IntrepId Fallen Heroes Fund 20-0366717 9 X X X $20,000 00 Beacon Center of Tennessee 20-1808567 9 X X X $57,500 00 Show-Me lnstItute 201957878 9 X X X $11,000 00 Wounded Wamor ProIect, Inc 20-2370934 9 X X X $30,000 00 Cathollc AssOCIatIon FoundatIon 20-2387967 9 X X X $60,000 00 JudlClal Educatlon ProIect 20-2466871 9 X X X $950,000 00 Montana PolIcy InstItute 20-2591461 9 X X X ($48,753 161 Human RIghts FoundatIon 20-2669700 9 X X X $250,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00034 Donors Capital Fund, Inc 54-1934032 2 A, Line 11(h) (continued) Name of supported (ii) EIN (in) 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 (see column (1) listed in column of your column instructions your governing suport" organized in the doucmnet7 Penman Bastn Public Telecommunications, Inc 20-3221344 9 X X X $5,500 00 MowPicture Institute 20-3237801 9 X X X $82,000 00 Reason, Indiwdualism, Freedom Institute 20-3518877 9 X X X $5,000 00 Center for Competitive Politics 20-3676886 9 X X X $675,000 00 Market Research Foundation 204155641 9 X X X $3,250,000 00 Public Policy Foundation of West Virginia 20-5955827 9 X X X $9,000 00 Lucy Burns Institute 20-8036372 9 X X X $2,600,000 00 Platte Institute for Economic Research 20-8809060 9 X X X $44,000 00 Hard Foundanon, Inc 20-8836849 9 X X X $4,200 00 Consumers' Research, Inc 22-1500498 9 X X X $250,000 00 Sophia Institute 22-2548708 9 X x X $20,000 00 Ayn Rand Institute 222570926 9 X X X $50,000 00 Pioneer Institute for Public Policy Research 22-2632081 9 X X X $15,000 00 Partners Relief and Development 22-3786806 9 X X X $10,000 00 Maine Heritage Policy Center 22-3388250 9 X X X $20,000 00 Commonwealth Foundation for Public Policy Alternative 23-2473345 9 X X X $222,500 00 Vanguard Charitable Endowment Program 23-2888152 9 X X X $500,000 00 American Spectator Foundation 23-7002632 9 X X X $20,000 00 Young America's Foundation 23-7042029 9 X X X $60,000 00 Kansas Policy Institute 237047821 9 X X X $2,500 00 Heritage Foundation 237327730 9 X X X $40,000 00 Cato Institute 237432162 9 X X X $100,000 00 Middle East Forum 237749796 9 X X X $1,725,000 00 Lincoln Institute of Public Opinion Research 25-1704705 9 X X X $20,000 00 CERGE-EI Foundation 25-1725738 9 X X X $830,000 00 Center for Consumer Freedom 26-0006579 9 X X X $13,000 00 Schedule A, L11(h) (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00035 Donors Capital Fund. Inc 54-1934032 3 A. Line 11(h) (continued) 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 (see column listed in column of your column instructions your governing suport" organized in the doucmnetPelican Institute for Public POIIC) 26-1704791 9 X X X 54,000 00 Palmetto Policy Forum 26-3077338 9 X X X 317.500 00 Idaho Freedom Foundation 263783048 9 X X X $41,000 00 Legacy Foundation 26-3353831 9 X X X $50,000 00 Franklin Center 264066298 9 X X X $5,933,923 00 Penman Basin Women's Resource Center 270205911 9 X X X $5.000 00 Advance Arkansas Institute 27-0271657 9 X X X $37,500 00 TNReport corn News SerVIce. Inc 27-1188570 9 X X X $75,000 00 State Budget Solutions 27-1501919 9 X X X $559,600 00 Student Free Press Association 27-2277658 9 X X X $265,600 00 California Public Policy Center 27-2670463 9 X X X $52,500 00 Preject Ventas 27-2894856 9 X X X $55,000 00 StudentsFirst Institute 27-3659574 9 X X X $5.000 00 WonderWork 27-4159217 9 X X X $250 00 Spark Freedom 274827443 9 X X X $766,760 00 Buckeye Institute 31 -1 273593 9 X X X 513.000 00 Schwab Charitable Gi Fund 31-1640316 9 X X X 325.000 00 Mastennedia 33-0104548 9 X X X $1,200 00 JeWIsh United Fund of Metropolitan Chicago 36-2167034 9 X X X 55.100.000 00 Federalist Somety 36-3235550 9 X X X $1 .447.285 00 Heartland Institute 36-3309812 9 X X X 31.680000 00 Freedom Foundation of MN 364592698 9 X X X $62,350 00 Mackinac Center for Public Policy 382701547 9 X X X 575.500 00 Acton Institute 38-2926822 9 X X X 5725.000 00 Illinois Policy Institute 41-2057028 9 X X x $41.500 00 Foundation for Government Accountability 452637507 9 X X X $909,500 00 Schedule A. L11(h) (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00036 Donors Capital Fund, Inc 54-1934032 4 A, LIne 11(h) (continued) (I) Name of supported (II) EIN Type of organization (N) Is the 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 secuon (399 column (I) listed In column of your column (I) Instrucbonsn your govemIng suport organized In the doucmnetRhode Island Center for Freedom and Prosperity 45-2805369 9 X X X $111,700 00 Frontier Lab 45-2838483 9 X X X $50,000 00 Bradley Impact Fund 45-4678325 9 X X X $250,000 00 Center for Class ActIon FaImess 455119142 9 X X X $170,000 00 EmpIre Center for Public PolIcy, Inc 46-1987418 9 X X X $25,000 00 Bill of Rights Institute 48-0891418 9 X X X $20,000 00 LeadersthInstItute 51 -02351 74 9 X X X $50,000 00 Polwarth MInIstnes 510558527 9 X X X $1,200 00 American Legislative Exchange Council 520140979 9 X X X $130,500 00 Center for Independent Thought 52-0945376 9 X X X $100,000 00 WashIngton Legal FoundatIon 52-1071570 9 X X X $40,000 00 EthIcs Public PolIcy Center 52-1162185 9 X X X $105,000 00 National Center for PubIIc PolIcy Research, Inc 52-1226614 9 X X X $40,000 00 InstItute on Religion 8. Democracy 52-1265221 9 X X X $258,000 00 Caprtal Research Center 52-1289734 9 X X X $40,000 00 CompetItIve Enterprise Institute 52-1351785 9 X X X $220,000 00 Yankee Institute 52-1358144 9 X X X $15,000 00 Amencans for Tax Reform Foundation 52-1400492 9 X X X $250,000 00 Free To Choose Network, Inc 52-1455677 9 X X X $71,331 00 Committee for a Constructive Tomorrow 52-1462893 9 X X X $20,000 00 US English Foundation 52-1524976 9 X X X $50,000 00 Freedom Works Foundatlon 52-1526916 9 X X X $20,000 00 Center for IndIVIduaI RIghts 52-1600481 9 X X X $55,000 00 Center for Secunty PolIcy 52-1601976 9 X X X $400,000 00 Institute for Justice 52-1744337 9 X X X $190,000 00 National Legal PolIcy Center 52-1750138 9 X X X $50,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00037 Donors CapItal Fund, Inc 54-1 934032 A, LIne 11(h) (contInued) (I) Name of supported (II) EIN Type of organIzatIon (Iv) Is the you notIfy (VI) Is the (VII) Amount of support organization (descnbed on IInes 1-9 organIzatIon In the organIzatIon In orgamzauon In above or IRC secuon (see column (I) lusted In column (I) of your column your govemIng suport" organIzed In the doucmnetFIrst Book 524779606 9 X X X $10,000 00 Center for EducatIon Reform 524847187 9 X X X $10,000 00 Amencan CouncIl of Tmstees and AlumnI 524870003 9 X X X $1,075,000 00 Amenca's Future FoundatIon 524928321 9 X X X $70,000 00 Amencan CIVII RIghts InstItute 52-2004697 9 X X X $83,524 08 Amencans for LImIted Government Research FoundatIon 52-2020468 9 X X X $200,000 00 52-2166327 9 X X X $3,849,709 25 Maryland PublIc PoIIcy InstItute 52-2199055 9 X X X $20,000 00 IntematIonal PolIcy Network US, Inc 52-2363626 9 X X X $275,000 00 St Matthew Catholic School 53-0196617 9 X X X $5,000 00 Amencan Enterpnse lnstItute 530218495 9 X X X $1,823,540 00 Museum of the Confederacy 54-0699599 9 X X X $50,000 00 CIVII War Trust 544426643 9 X X X $50,000 00 MedIa Research Center 544429009 9 X X X $5,000 00 Mercatus Center, GMU 544436224 9 X X X $105,000 00 GMU Foundatlon (Law 8. Econ Center) 544603842 9 X X X $700,000 00 GMU Foundatxon (School of Law) 544603842 9 X X X $1,689,708 06 Clare Boothe Luce 544672138 9 X X X $50,000 00 South CarolIna PoIIcy CounCIl 57-0835744 9 X X X $16,000 00 State PolIcy Network 570952531 9 X X X $2,516,010 00 Publtc SerVIoe Research FoundatIon 58-1 442675 9 X X X $30,000 00 NatIonal RIght to Work Legal Defense FoundatIon, Inc 59-1 588825 9 X X X $95,000 00 James Madlson InstItute for PublIc 59-2811908 9 X X X $27,500 00 Central Flonda Ballet 59-3658167 9 X X X $18,000 00 Honda State UrIIverSIty FoundatIon 59-6152180 9 X X X $325,000 00 UnIverSIty of the Cumberlands 61-0470593 9 X X X $318,000 00 Schedule A, L11(h) (Form 990 or 990-52) 2013 CITIZENAUDIT.ORG PAGE #00038 Donors Capital Fund, Inc 54-1934032 6 A. Line 11(h) (continued) Name of supported (ii) EIN Type of organition (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 (see column listed in column (I) of your column instructions your governing suport organized in the doucmnetAlabama Policy Institute 630809568 9 X X X $36,500 00 Center for Public Policy 64-0797905 9 X X X $30.000 00 Word at Work 68-0513148 9 X X X $4,050 00 Oklahoma CounCIl of Public Affairs 73-1436375 9 X X X $68,500 00 New Heights Church 73-1612212 9 X X X $200 00 Baylor Universny 74-1159753 2 X X X $1,250 00 UniverSIty of Texas Foundation 741587488 5 X X X 330.000 00 Security Research Assomates, Inc 74-2209420 9 X X X $55,000 00 Texas Public Policy Foundation 74-2524057 9 X X X $212,840 00 Miracle Foundation 742989580 9 X X X $100 00 Tnnity School of Midland Texas 75-0995808 2 X X X $5,000 00 Midland - Odessa 8. Chorale 75-1301544 9 X X X $5.125 00 East-West Ministnes lntemational 75-2486132 9 X X X 52,400 00 Teen F L O W Youth Ministries 75-2899609 9 X X X $1,200 00 Midland Community Theatre 75-6003774 9 X X X $1,200 00 Opportunity Ohio 80-0829668 9 X X X $50,000 00 l Stewards of the Range, 820472269 9 X X X $20,000 00 Young Life 84-0385934 9 X X X 56,200 00 I Mountain States Legal Foundation 84-0736725 9 X X X $50,000 00 Independence Institute 84-0990300 9 X X X $20,000 00 Rio Grande Foundation 85-0468446 9 X X X $20,000 00 Goldwater Institute 86-0597661 9 X X X $27,000 00 Suthenand Institute 87-0531727 9 X X X $125,000 00 Nevada PE Research Institute 88-0276314 9 X X X $22,500 00 Washington Policy Center 91-1752769 9 X X X $37,000 00 Cascade Policy Institute 931045925 9 X X X $15,000 00 Schedule A, L1 1 (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00039 Donors Capital Fund, Inc 54-1934032 7 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) Is the Did you notify (V1) Is the (Vii) Amount of suppon organization (described on lines 1-9 organization in the organization in organization in above or section (see column listed in column of your column instructlonsn your governing supom organized in the doucmnet7 Institute for Humane Studies 94-1623852 9 X X X $286,000 00 PaCic Legal Foundation 94-2197343 9 X X X $50,000 00 Atlas Economic Research Foundation 94-2763845 9 X X X $40,000 00 Freedom Foundation 94-3136961 9 X X X $65,000 00 George Mark Children's Fund 94-3255845 9 X X X $25,000 00 Students for Liberty 94-3435899 9 X X X $269,687 00 Focus on the Family 95-3188150 9 X X X $1,200 00 Reason Foundation 95-3298239 9 X X X $100,000 00 Claremont Institute 95-3443202 9 X X X $54,000 00 Horowuz Freedom Center 954194642 9 X X X $300,000 00 Brotherhood Organization of a New Destiny 954278723 9 X X X $3,000 00 Cm 95-6006173 9 X X X $3,500 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00040 Donors Capital Fund, Inc 54-1934032 I. Grants to Organizations and In the U S. Part II, Grants to Organlzatlons 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 A55istance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash A55istance Purpose of Grant or American Councrl of Trustees and Alumnl 1726 M Street, NW Surte 802 Washington. DC 20036 52-1870003 501(c)(3) $1,075,000 00 NIA Cash for general operations Accreditation Proiect and 3rd Report Card Proiect (5175.000) American Enterprise Institute 1150 Seventeenth Street. NW Washington, DC 20036 530218495 501(c)(3) $483,540 00 NIA Cash for general operations Foundation 715 Queen Anne Road Teaneck, NJ 07666 25-1725738 501(c)(3) $830,000 00 Cash NIA for continuation of the program in economics Committee for a Constructive Tomorrow PO Box 427 VA 22611 52-1462893 501(c)(3) $10,000 00 NIA Cash NIA for the EPA Protect Competitive Enterprise Institute 1899 L Street. NW Floor 12 Washington, DC 20036-3604 52-1351785 501(c)(3) 5100.000 00 NIA Cash for general operations Davrd Horowrtz Freedom Center PO Box 55089 Sherman Oaks. CA 91499-1964 954194642 501(c)(3) $300,000 00 NIA Cash NIA to support the work of Caroline Glick (nal commitment) Heartland Institute One South Wacker Drive Sune 2740 Chicago. IL 60606 36-3309812 501(c)(3) $1,500,000 00 NIA Cash NIA for general operations Jewrsh United Fund of Metropolitan Chicago Ben Gunon Way 30 South Wells Street, Room 3134 Chicago. IL 60606 36-2167034 501(c)(3) $5,100,000 00 NIA Cash [for general operations Schedule (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00041 Donors Capital Fund. Inc. 54-1934032 l, Grants to Organrzatlons and m the US Part II, Grants to Organizatlons and Governments in the U.S. Name and Address of Organizatron or Government EIN (C) IRC Section If Amount of Cash Grant (8) Amount of Non-Cash (0 Method of Valuatlon (book, FMV, appraisal. other) (9) Description of Non-Cash Purpose of Grant or ASSIstance Middle East Forum 1500 Walnut Street Sutte 1050 Philadelphla. PA 19102 23-7749796 501(c)(3) $431,250 00 NIA Cash NIA for general operations (rst quarter support) Moving Picture Institute 375 Street New York. NY 10013 20-3237801 501(c)(3) $52,000 00 NIA Cash for the C Tuttle Moon Preject Penman Basm Public Telecommunications, Inc PO Box 8940 Midland. TX 79708-8940 20-3221344 501(c)(3) $5.500 00 NIA Cash NIA for the Capital Campaign Phase ll ($5,000 00) and for the Broadcast Clrde ($500 00) Publlc Pollcy Foundatlon of West VIrgInIa PO Box 1 1 18 Morgantown. VW 26505 20-5955827 501(c)(3) $9,000 00 NIA Cash NIA to suppon Journalism operations TNReport com News Servrce, Inc PO Box 119 Buffalo Valley, TN 38548-0119 27-1 188570 501(c)(3) $75,000 00 NIA Cash WA to support Joumallsm operations Acton lnstItute 161 Ottawa Avenue NW 301 Grand Rapids. MI 49503-2718 38-2926822 501(c)(3) 530.000 00 NIA Cash NIA for the Religious Freedom Report ($10,000 00) and the Judaism, Law, 5- Free Market Book (520,000 00) Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4 0662 98 501(c)(3) $155,103 00 NIA Cash NIA for general operations Center 1229 Street 3rd Floor Alexandna. VA 22314 264066298 501(c)(3) $2,000,000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00042 Donors Capital Fund, Inc 54-1934032 3 I, Grants to Organizations and IndVIduals In the U S Part II, Grants to Organlzations and Governments in the U.S. (bl (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) State Budget Solutions 3901 Courtland 100 Alexandria, VA 22305 27-1501919 501(c)(3) $150,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Dnve Snita 360 Arlington, VA 22209-3108 570952531 501(c)(3) $1,834,500 00 Cash NIA for general operations DonorsTrust 109 North Henry Street for a donor-adwsed fund Alexandria, VA 22314-2903 52-2166327 501 $250,000 00 NIA Cash NIA account Movmg Picture Institute 375 GreenWich Street New York, NY 10013 203237801 501(c)(3) $25,000 00 Cash for general operations American CiVil Rights Institute PO Box 188350 Sacramento, CA 95818 52-2004697 501(c)(3) $83,524 08 NIA Cash NIA for general operations International Policy Network US, Inc cJo Ms Bridgett Wagner, Heritage Foundation tor the "Ideas For A Free 214 Massachusetts Avenue, NE Somety" protect of the Washington, DC 20002-4999 52-2363626 501(c)(3) $275,000 00 NIA Cash NIA Network For A Free DonorsTant 109 North Henry Street for a donor-adwsed fund Alexandria, VA 22314-2903 52-2166327 501(c)(3) $500,000 00 NIA Cash NIA account First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4,500 00 Cash NIA for general operations Schedule (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00043 Donors Capital Fund, Inc. 544934032 4 Grants to Organizations and IndVIduals in the U S Part II, Grants to Organizations and Governments In the U.S. (C) (E) (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) Young Life PO Box 520 for the Ctmarron Region Colorado co 80901 840385934 501(c)(3) $600 00 NIA Cash NIA (AF754110) American Islamic Congress 1718 M Street, NW Surte 243 Washington, DC 20036 06-1634525 501(c)(3) 525.000 00 NIA Cash forgeneral operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $50,000 00 NIA Cash NIA for general operations Children's Scholarship Fund 8 West 38th Street 9th Floor New York, NY 10018 13-4002189 501(c)(3) $150,000 00 Cash for general operations First Book 1319 F Street, NW 1000 Washington, DC 20004 52-1779606 501(c)(3) $10,000 00 NIA Cash NIA Iorgeneral operations Foundation for Economic Education 13-6006960 501(c)(3) $100,000 00 NIA Cash NIA for general operations . Friends of Israel Center for Seeial 8. Economic Progress 100 Front Street 945 West Conshohocken, PA 19428 13-3129249 501(c)(3) $50,000 00 Cash for general operations Institute for Justice 901 North Glebe Road Stills 900 Arlington. VA 22203-1854 52-1744337 501(c)(3) $150,000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00044 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndViduaIs 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, F MV, Non-Cash Grant or Government Applicable Assmtance appraisal, Assistance Assustance other) Lincoln Institute of Public Opinion Research 5405 Jonestown Road Suite 110 Harrisburg. PA 17112 25-1704705 501mm) $20,000 00 NIA Cash NIA for general operations National Right to Work Legal Defense Foundation, Inc 8001 Braddock Road Springfield. VA 22160-0002 59-1 588825 501(c)(3) $15,000 00 NIA Cash NIA for general operations Students for Liberty 1101 17th Street, NW Swte 810 Washington, DC 20036 94-3435899 501(c) $75,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $266 23 NIA tor a donor-adwsed fund Cash NIA account Advance Arkansas Institute 55 Fontenay Circle Little Rock. AR 72223 27-0271657 501(c)(3) $2,500 00 NIA Cash NIA for general operations Alabama Policy Institute 402 Ofce Pant Drive Sune 300 NIA Birmingham, AL 35223 63-0809568 501(c)(3) $2,500 00 NIA Cash for general operations American Legislative Exchange Council 2900 Drive Suite 600 ArIington, VA 22202 52-0140979 501(c)(3) $25,500 00 NIA Cash NIA lor general operations Claremont Institute 937 West Foothill Boulevard Sune E Claremont, CA 91711 95-3443202 501(c)(3) $44,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00045 Donors Capital Fund, Inc 54-1934032 5 I, Grants to Organizations and lndviduals 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, A55istance A55istance other) Commonwealth Foundation for Public Policy AItemativa 225 State Street Sune 302 Harrisburg, PA 17101 23-2473845 501(c)(3) 52.500 00 NIA Cash NIA for general operations Foundation for Government Accountability 15275 Collier Boulevard Suna 201-279 Naples, FL 34119 45-2637507 501(c)(3) $2,500 00 NIA Cash for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $50,000 00 NIA Cash for general operations Freedom Foundation of MN 900 2nd Avenue South 570 Minneapolis, MN 55402 364592698 501(c)(3) $2,500 00 NIA Cash NIA for general operations Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 860597661 501(c)(3) $27,000 00 NIA Cash NIA for general operations Illin0is Policy Institute 190 South LaSalle Street 1630 Chicago, IL 60603 41-2057028 501(c)(3) $23,500 00 NIA Cash NIA forgeneial operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $2,500 00 Cash for general operations Lucy Bums Institute 301 South Bedford Street Suite 6 Madison. WI 53703-9691 20-8036372 501(c)(3) $1,000,000 00 NIA Cash NIA for general operations Schedule (Farm 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00046 Donors Capital Fund, Inc 54-1934032 7 I, Grants to Organizations and IndVIduals In the U 8 Part II. Grants to Organizations and Governments In the U.S. (bl (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) Mackinac Center (or Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 35-2701547 501(c)(3) $19,500 00 NIA Cash for general operations Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 Eta-0276314 501(c)(3) $2,500 00 NIA Cash NIA for general operations Oklahoma Counc of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $24,500 00 Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive 360 VA 22209-3108 57-0952531 501(c)(3) $40,000 00 NIA Cash NIA for general operations Texas Public Policy Foundation 900 Congress Avenue 400 Austin, TX 78701 74-2524057 501(c)(3) $25,000 00 NIA Cash NIA (or general operations Washington Policy Center PO Box 3643 Seattle, WA 9812443643 91-1752769 501(c)(3) $22,000 00 Cash NIA for general operations DonorsTrust 109 North Henry Street for a donor-adwsed fund Alexandria, VA 22314-2903 52-2166327 501(c)(3) $275,000 00 NIA Cash account Acton Institute 161 Ottawa Avenue NW Smte 301 Grand Rapids, MI 49503-2718 35-2926822 501(c)(3) $175,000 00 Cash for the Walk Project Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00047 Donors Capital Fund, Inc. 54-1934032 8 l, Grants to Organizations and IndVIduals In the U S. Part II, Grants to Organizations and Governments in the us. (al (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 Govemment Applicable A55istance appraisal, A55istance AsSistance other) Competitive Enterprise Institute 1899 L Street, NW Floor 12 Washington, DC 20036-3804 52-1351765 501 $120,000 00 NIA Cash for the A6 Preject Federalist Somety 1015 18th Street. NW Surte 425 DC 20036-5221 363235550 501(c)(3) 5135.000 00 NIA Cash NIA for the A6 Propct Judicral Education PrOJect 3220 N Street, NW Sun 268 Washington, DC 20007 20-2466871 501(c)(3) $340,000 00 NIA Cash for the A6 Project Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $100,000 00 NIA Cash NIA for operating expenses Spark Freedom 605 Long Branch Road Lancaster. TN 38569 27-4627443 501(c)(3) $66,050 00 NIA Cash NIA for general support GMU Foundation (School of Law) 3301 Fairfax Drive. Room 209 Hazel Hall, Arlington Campus for general operations (faculty Adington. VA 22201-4426 54-1603842 501(c)(3) $24,708 06 NIA Cash NIA improvement) Movmg Picture Institute 375 Greenwmh Street New York, NY 10013 203237801 501(c)(3) $5,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street for a donor-advrsed fund Alexandria, VA 22314-2903 52-2166327 501(c)(3) $250,000 00 NIA Cash NIA account Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00048 Donors Capital Fund, Inc 54-1934032 9 l, Grants to Organizations and in the U S Part II, Grants to Organizations and Governments in the us. (bl (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) Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations Judicial Education Preject 3220 N Street. NW 268 Washington. DC 20007 20-2466871 501(c)(3) $300,000 00 NIA Cash for general operations Philanthropy Roundtable for general operations 1730 M Street. NW (559.000 00) and for the Swta 601 publications expansion project Washington, DC 20036 13-2943020 501(c)(3) $159,000 00 NIA Cash NIA (100,000 00) Spark Freedom 605 Long Branch Road Lancaster. TN 38569 274827443 501(c)(3) $15,600 00 NIA Cash NIA for general operations StudentNawsDaily com PO Box 30353 Edmund. OK 73003 05-0611977 501(c)(3) 525.000 00 NIA Cash for general operations American Enterprise Institute to support various proposals 1150 Seventeenth Street, NW and the NRI Research Fellow Washington, DC 20036 53-0218495 501(c)(3) 31.300000 00 Cash NIA program Committee for a Constructive Tomorrow 52-1462893 501(c)(3) $10,000 00 Cash for the EPA Preject Institute on Religion 8. Democracy 1023 15th Street. NW SUite 601 Washington, DC 20005-2601 52-1265221 501(c)(3) $250,000 00 NIA Cash NIA [for generalggerations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00049 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and In the U S Part II, Grants to Organlzatlons 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 (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Purpose of Grant or A55istance 10 Reason Foundation 5737 Mesmer Avenue Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $100,000 00 NIA Cash NIA for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $5,000 00 NIA Cash NIA for general operations Foundation for IndiVidual Rights in Education (FIRE) 601 Walnut Street Sutte 510 Philadelphia. PA 19106 04-3467254 501(c)(3) $15,000 00 NIA Cash NIA for the 2013 Video Initiative MatchinLGrant Institute for Humans Studies 3351 Fairfax Drive MSN 105 Arngton. VA 22201 94-1623852 501(c)(3) 586.000 00 NIA Cash NIA for general operations Jemsalem Institute for Market Studies 9728 South Crescent View Drive Bgmton Beach, FL 33437 20-0105601 501(c)(3) $50,000 00 NIA Cash NIA for general operations JudIClaI Education Protect 3220 N Street. NW Suite 268 Washington. DC 20007 202466871 501(c)(3) $100,000 00 NIA Cash NIA tor the EPA Project Student Free Press Assocration 4771 Mechanic Road Hillsdale, MI 49242 27-2277658 501(c)(3) $100,000 00 NIA Cash NIA for general operations Institute for Humane Studies 3351 Fairfax Drive MSN 105 Arlington VA 22201 94-1523852 501(c)(3) $200,000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00050 Donors Cgmtal Fund, Inc 54-1934032 11 l, 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 A53istance other) Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $25,000 00 NIA Cash NIA for general operations Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) $75,000 00 NIA Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(3) $20,650 00 Cash NIA forgeneral operations for the Institutes for GMU Foundation (Law Econ Center) Economics for Law Professors 3301 Fairfax Drive and Law for Economic Adington, VA 22201 54-1603842 501 $700,000 00 Cash Professors GMU Foundation (School of Law) 3301 Fairfax Dnve, Room 209 Hazel Hall, Arlington Campus for general support of the Law Adington, VA 22201-4426 54-1603842 501(c)(3) $400,000 00 Cash NIA 8. Economics Center GMU Foundation (School of Law) 3301 Fairfax Drive, Room 209 Hazel Hall, Arlington Campus Arlington. VA 22201-4426 544603842 501(c)(3) $240,000 00 NIA Cash NIA tor the AG Program GMU Foundation (School of Law) 3301 Fairfax Dnve, Room 209 Hazel Hall. Arlington Campus for the Lawyer Deregulation Arlington, VA 22201-4426 544603842 501(c)(3) $150,000 00 NIA Cash NIA GMU Foundation (School of Law) 3301 Fairfax Dnve, Room 209 Hazel Hall, Adington Campus Arlington. VA 22201-4426 54-1603842 501(c)(3) $375,000 00 NIA Cash NIA for the Ginsberg PrOJect Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00051 Donors Capital Fund, Inc. 54-1934032 12 Grants to Organizations and IndVIduals in the U S. Part II. Grants to Organizatlons 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, Assmtance A55istance other) US English Foundation 2000 L Street, NW Sune 702 Washington, DC 20038 52-1524976 501(c)(3) $50,000 00 NIA Cash for general operations UniverSIty of the Cumberlands for one 2-Unit Townhouse 6191 College Station Drive under the Rollins Foundation Williamsburg, KY 40769 61-0470593 501(c)(3) $318,000 00 NIA Cash NIA Challenge Grant Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $16,000 00 NIA Cash NIA for general operations Freedom Foundation PO Box 552 Olympia, WA 98507 94-3136981 501(c)(3) $30,000 00 Cash NIA tor general operations Idaho Freedom Foundation PO Box 2801 Boise, ID 83701 26-3783048 501(c)(3) $16,000 00 NIA Cash for general operations Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, Ml 48640-0568 38-2701547 501(c)(3) $16,000 00 NIA Cash NIA for general operations Oklahoma Counc of Publu; Affairs 1401 North Lincoln Boulevard Oklahoma City. OK 73104-2801 73-1436375 501(c)(3) $16,000 00 Cash for general operations South Carolina Policy Counc 1323 Pendleton Street Columbia. SC 29201-3715 570835744 501(c)(3) $16,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00052 Donors Capital Fund, Inc 54-1934032 13 I, Grants to Organizations and IndVIduals In the U S. Part II. Grants to Organlzatlons 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 appraisal, Assustance other) Center for Competmve Politics 124 South West Street Suute 201 Alexandria, VA 22314 20-3676886 501(c)(3) $500,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street for a donor-adwsed fund Alexandria, VA 22314-2903 52-2166327 501(c)(3) $250,000 00 NIA Cash account Market Research Foundation 10424 Woodbury Woods Court Faxrfax. VA 22032-3728 204155641 501(c)(3) $1,000,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street for a donor-adVIsed fund Alexandrla, VA 22314-2903 52-2166327 501 $125,000 00 NIA Cash NIA account Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $150,000 00 NIA Cash for the Walk Project Center for Class Action Falmess 1718 M Street, NW #236 DC 20036 45-5119142 501(c)(3) $20,000 00 Cash NIA for general operations Center for Class Action Faxmess 1716 M Street, NW #236 Washington. DC 20036 45-5119142 501(c)(3) $150,000 00 NIA Cash for general operatlons Center for 1233 20th Street, NW Surte 300 DC 20036-1609 52-1600481 501(c)(3) $25,000 00 Cash NIA for the O'Keete protect Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00053 Donors Capital Fund. Inc 54-1934032 14 I. Grants to Organizations and in the U 8. Part II, Grants to Organlzatlons and Governments in the us. (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 other) Foundation for lndivrdual Rights in Education (FIRE) 601 Walnut Street Surte 510 for a matching grant for multi- Philadelphia, PA 19106 04-3467254 501(c)(3) $10,000 00 NIA Cash NIA state legal actions Heartland Institute One South Wacker Drive Surte 2740 for Climatism books a. DVD Chicago. IL 60606 36-3309812 501(c)(3) $100.000 00 NIA Cash NIA proiects Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 264066298 501(c)(3) 51.250.000 00 NIA Cash NIA for general operations Center for Public Policy 520 George Street Jackson. MS 39202 64-0797905 501(c)(3) $30,000 00 Cash NIA for general operations Proiect Ventas 1214 West Boston Post Road, #145 Mamaroneck. NY 10543 27-2894856 501(c)(3) $5,000 00 Cash for general operations Spark Freedom 605 Long Branch Road Lancaster. TN 38569 2748274431 501(c)(3) $40,500 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Surte 360 Arlington. VA 22209-3108 57-0952531 501(c)(3) $75,000 00 NIA Cash NIA for general operations Americans for Tax Reform Foundation 722 12th Street. NW Fourth Floor Washington. DC 20005 52-1400492 501(c)(3) $250,000 00 NIA Cash for general operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00054 Donors Caal Fund, Inc 54-1934032 15 I, Grants to Organizations and In the U S. Part II. Grants to Organlzatlons 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 appraisal, Assistance A55istance other) Holy Family Roman Catholic Church 5125 South Apopka Vineland Road tor the Holy Family Panshs Ortando. FL 32819 501(c)(3) $15,558 15 Cash NIA Bishops Appeal Schwab Charitable Gift Fund 111 Wall Street for a donor-advrsed fund New York. NY 10005 31-1640316 501(c)(3) $25,000 00 Cash NIA account American Spectator Foundation 1611 North Kent Street Surte 901 VA 22209-2111 237002632 501(c)(3) $20,000 00 NIA Cash NIA for general ogations Ethics Public Policy Center 1730 M Street, NW Surte 910 to support the work 01 Jim Washington. DC 20036 52-1162185 501(c)(3) $15,000 00 NIA Cash NIA Bowman Mercatus Center, GMU George Mason 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) $10,000 00 NIA Cash NIA for general operations Sophia Institute PO Box 5284 Manchester. NH 03108 22-2548708 501(c)(3) 520.000 00 NIA Cash NIA to support magaune Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(3) $110,200 00 NIA Cash NIA for general (kerations American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 501(c)(3) $40,000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00055 Donors Capital Fund, Inc 54-1934032 16 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, As5istance A55istance other) Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763645 501(c)(3) $40,000 00 NIA Cash NIA for general operations Bill of Rights Institute 200 North Glebe Road Snite 200 Arlington, VA 22203 48-0891418 501(c)(3) $20.000 00 NIA Cash NIA for general operations Capital Research Center 1513 16th Street, NW Washington, DC 20036-1480 52-1289734 501(c)(3) $40,000 00 NIA Cash NIA for general operations Cato Institute 1000 Massachusetts Avenue. NW Washington. DC 20001-5403 23-7432162 501(c)(3) $50,000 00 NIA Cash NIA for general operations Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847187 501(c)(3) $10,000 00 NIA Cash for general operations Center for Independent Thought 1420 Walnut Street Suite 1011 Philadelphia. PA 19102 52-0945376 501 $100,000 00 NIA Cash NIA for general operations Center for lndivtdual Rights 1233 20th Street, NW 300 Washington, DC 20036-1609 52-1600481 501(c)(3) $30,000 00 NIA Cash for general operations Clare Boothe Luce Policy Institute 112 Elden Street P Hemdon, VA 20170 54-1672133 501(c)(3) $50,000 00 Cash for general operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00056 Donors Capital Fund. Inc 54-1934032 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 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 17 Purpose of Grant or A55istance Claremont Institute 937 West Foothill Boulevard Sune E Claremont, CA 91711 953443202 501(c)(3) $10,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 522166327 501(c)(3) $10,000 00 NIA Cash NIA for a donor-advrsed fund account DonorsTnist 109 North Henry Street Alexandria. VA 22314-2903 52-2166327 501(c)(3) 550.000 00 Cash NIA for general operations Ethics 8. Public Policy Center 1730 M Street, NW SUite 910 DC 20036 52-1162185 501(c)(3) $75,000 00 NIA Cash NIA tor Andreid app development Freedom Foundation PO Box 552 Olympia. WA 98507 94-3136961 501(c)(3) $20,000 00 NIA Cash NIA for general operations Freedom Works Foundation 400 North Capitol Street. NW 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $20,000 00 NIA Cash NIA for general operations Heritage Foundation 214 Massachusetts Avenue. NE Washington, DC 20002-4999 23-7327730 501(c)(3) $40,000 00 NIA Cash for general operations Institute for Justice 901 North Glebe Road Suite 900 Artington, VA 22203-1854 52-1744337 501(c)(3) $40,000 00 NIA Cash NIA [for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00057 Donors Capital Fund, Inc 54-1934032 Grants to Organizations and Indviduals In the U S Part II. Grants to Organlzations and Governments In the us. Name and Address of Organization or Government EIN IRC Section if Applicable (6) Amount of Cash Grant (6) Amount of Non-Cash A55istance (0 Method of Valuation (book, FMV, appraisal, other) Description of Non-Cash A55istance 18 (9) Purpose of Grant or ASSistance Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 501(c)(3) $50,000 00 NIA Cash NIA for general operations Mercatus Center. GMU George Mason UniverSIty 3351 North Fairfax Drive. 4th Floor Artington. VA 22201-4433 54-1436224 501(c)(3) $20,000 00 NIA Cash NIA for general operations Mountain States Legal Foundation 2596 South LeiMs Way Lakewood, CO 80227 84-0736725 501(c)(3) 550.000 00 Cash NIA for general operations National Center for Public Policy Research. Inc 501 Capltol Court. NE 200 Washington. DC 20002 52-1226614 501(c)(3) $40,000 00 Cash NIA for general operations National Legal 8 Policy Center 107 Park Washington Court Falls Church. VA 22046 52-1750188 501(c)(3) 530.000 00 NIA Cash NIA for general operations Pacnfic Legal Foundation 930 G Street Sacramento. CA 95814 94-2197343 501(c)(3) $50,000 00 NIA Cash NIA for general operations Public SerVice Research Foundation 320 D Maple Avenue. East \enna, VA 22180 58-1 442675 501(c)(3) 530.000 00 NIA Cash NIA tor general operations Security Research Assocmtes. Inc 2200 4th Avenue North SUite 3 Lake Worth. FL 33461 74-2209420 501(c)(3) 325.000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00058 Donors Capital Fund, Inc. 54-1934032 19 I. Grants to Organizations and IndVIduals In the U S Part II. Grants to Organizatlons 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) State Policy Network 1655 North Fort Myer Dnve SLIite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $40,000 00 Cash NIA for general operations Stewards of the Range. Inc PO Box 1190 Taylor. TX 76574 82-0472269 501(c)(3) 520.000 00 NIA Cash NIA for general operations Washington Legal Foundation 2009 Massachusetts Avenue. NW Washington. DC 20036 52-1071570 501(c)(3) $40,000 00 NIA Cash NIA for general operations Young America's Foundation 110 Elden Street Hemdon. VA 20170-4891 23-7042029 501(c)(3) $20,000 00 NIA Cash NIA to support the Reagan Ranch Young America's Foundation 110 Elden Street Herndon. VA 20170-4891 23-7042029 501(c)(3) 340.000 00 NIA Cash NIA for general operations Center (or Security Policy 1901 Avenue. NW Sutte 201 Washington. DC 20006 52-1601976 501(c)(3) $250,000 00 NIA Cash NIA for the EMP Preject Intrepid Fallen Heroes Fund One Intrepid Square West 46th Street and 12th Avenue New York, NY 10036 200366717 501(c)(3) $20,000 00 Cash for general operatlons College of Social Sciences and Public Policy. Florida State University 113 Collegiate Loop, Suite 160. PO Box 3062160 for the Stavros Center for Tallahassee. FL 32306-2160 59-6152180 501(c)(3) $325,000 00 NIA Cash NIA Economic Education Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00059 Donors Capital Fund. Inc 54-1934032 20 I, Grants to Organizations and in the US. Part II, Grants to Organizatlons 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 other) Beacon Center of Tennessee PO Box 198646 NashVIlle, TN 37219 20-1808567 501(c)(3) $2,500 00 NIA Cash for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street SUite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $200,000 00 NIA Cash NIA tor general operations Lucy Burns Institute 301 South Bedtord Street 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $800,000 00 NIA Cash NIA for general operations Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $40,000 00 Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster. TN 38569 274827443 501(c)(3) $102,415 00 Cash for general operations State Budget Solutions 6400 Kings Crest Court Chestereld, VA 23832 27-1501919 501 5345.100 00 NIA Cash NIA for general operations Central Florida Ballet 3306 Maggie Surte B to support the world ballet Orlando, FL 32811 59-3658167 501(c)(3) $18,000 00 NIA Cash competition Harvard Busmess School Teele Hall for support of the Jay 0 Light Soldiers Field Professorship of Busrness Boston, MA 02163 04-2103580 501(c)(3) $33,334 00 NIA Cash NIA Admin Schedule (Farm 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00060 Donors Capital Fund, Inc 54-1934032 21 I, Grants to Organizations and 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 (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 Hudson Institute 1015 15th Street, NW 600 Washington, DC 20005 13-1945157 501(c)(3) $50,000 00 NIA Cash NIA for general operations Middle East Fomm 1500 Walnut Street Suite 1050 Philadelphia. PA 19102 23-7749796 501(c)(3) $431,250 00 NIA Cash NIA for general operations (2nd quarter support) University of Texas Foundation PO Box 250 Austin, TX 78767-0250 74-1 587488 501(c)(3) $30,000 00 NIA Cash NIA for travel funds or where needed most Bar-Ilan Universny 160 East 56th Street New York, NY 10022 13-6192275 501(c)(3) $750,000 00 NIA Cash NIA to support the Bar-Ilan School of Communications National Strategy Information Center 1730 Rhode Island Avenue, NW SUite 500 Washington, DC 20036-3117 13-1973342 501(c)(3) $75,000 00 NIA Cash NIA for the Rule of Law Prqect (media) Wand Journalism Institute PO Box 20002 AsheVIlle, NC 28802 501(c)(3) $40,000 00 NIA Cash NIA to support internships at World Journalism Institute Ayn Rand Institute 2121 Alton Parkway 250 IrVIne, CA 92606-4926 22-2570926 501(c)(3) $50,000 00 NIA Cash NIA for general operations Ethics 8. Publrc Policy Center 1730 M Street, NW Surte 910 Washington, DC 20036 52-1162185 501(c)(3) $15,000 00 NIA Cash NIA for Andreid app development Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00061 Donors Capital Fund, Inc 54-1934032 22 Grants to Organizations and IndVIduals in the U.S. 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 A53istance appraisal, A55istance A55istance other) Liberty Street, NW ngton, DC 20036 94-3435899 501(c)(3) $194,687 00 NIA Cash NIA for general operations ublic Policy Foundation ngress Avenue for the higher-education 78701 74-2524057 501(c)(3) $84,840 00 NIA Cash NIA reform Site "SeeThruEdu com" Branch Road ster, TN 38569 27-4827443 501(c)(3) $27,000 00 NIA Cash NIA for general operations er for Security Policy Avenue. NW ngton, DC 20006 52-1601976 501(c)(3) ($50,000 00) NIA Cash for the EMP Prolect Legislative Exchange stal Drive on, VA 22202 520140979 501(c)(3) 540.000 00 NIA Cash NIA for general operations nter King Street ndria, VA 22314 264066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations Foundation of MN South polls, MN 55402 36-4592698 501(c)(3) $40,000 00 NIA Cash for development undation (School of Law) x Drive, Room 209 Arlington Campus tor the Law School Media 22201-4426 541603842 501(c)(3) $500,000 00 NIA Cash NIA Affairs Prolect Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00062 Donors Capital Fund, Inc 54-1934032 23 I, Grants to Organizations and IndVIduals in the U S Part II, Grants to Organizations and Governments in the us. (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 appraisal, A55istance A55istance other) State Policy Network 1655 North Fort Myer Drive Surte 360 Arlington. VA 22209-3108 57-0952531 501(c)(3) $39,000 00 NIA Cash NIA for general operations Bradley Impact Fund 1249 North Franklin Place Milwaukee, WI 53202 45-4678325 501(c)(3) $250,000 00 NIA Cash NIA for the True the Vote PrOJect Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $30,000 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street for a donor-adwsed fund Alexandria, VA 22314-2903 52-2166327 501 3250.000 00 NIA Cash NIA account Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 264066298 501(c)(3) $275,000 00 NIA Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster. TN 38569 27-4627443 501(c)(3) $15,000 00 NIA Cash NIA for general operations Sutherland Institute Gateway Tower West Building 15 West South Temple. Su1te 200 Salt Lake City, UT 84101 67-0531727 501(c)(3) 5100.000 00 Cash NIA for general operations Human Rights Foundation 350 Fifth Avenue Sune 4515 New York. NY 10118 202669700 501(c)(3) 5250.000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00063 Donors Capital Fund. Inc 54-1934032 24 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 A55istance appraisal, ASSistance A55istance other) Market Research Foundation 10424 Woodbury Woods Court Fairtex. VA 22032-3728 20-4155641 501(c)(3) $1,500,000 00 NIA Cash NIA for general operations DonorsTnist 109 North Henry Street itor a donor-adwsed fund Alexendna, VA 22314-2903 52-2166327 501(c)(3) $20,000 00 NIA Cash account First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4.500 00 Cash NIA for general operations Young Life PO Box 520 for the Cimarron Region Colorado Springs, co 30901 84-0385934 501(c)(3) $600 00 NIA Cash NIA (AF754110) Foundation tor Government Accountability 15275 Collier Boulevard Suite 201-279 Naples. FL 34119 45-2637507 501(c)(3) $100,000 00 NIA Cash NIA for general operations Foundation for Government Accountability 15275 Collier Boulevard 201-279 Naples, FL 34119 45-2637507 501(c)(3) $500,000 00 NIA Cash NIA for general operations Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston. RI 02910 45-2805369 501(c)(3) $25,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Dnve SUite 360 Adington, VA 22209-3108 57-0952531 501(c)(3) $70,260 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00064 Donors Capital Fund. Inc 54-1934032 25 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 A55istance appraisal, ASSistance ASSIstance other) DonorsTiust 109 North Henry Street for a donor-adVIsed fund Alexandna, VA 22314-2903 52-2166327 501(c)(3) $745,000 00 NIA Cash NIA account Alabama Policy Institute 402 Ofce Park Dnve 300 AL 35223 63-0809568 501(c)(3) $7.500 00 NIA Cash NIA for general operations Foundation for Indiwdual Rights in Education (FIRE) 601 Walnut Street Suite 510 Phtladelphia, PA 19106 04-3467254 501(c)(3) 5350.000 00 NIA Cash NIA for general operations Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 501(c)(3) $500,000 00 NIA Cash NIA for general operations Frontier Lab 2403 Iroqu0is Road VWImette. IL 60091 45-2838483 501(c)(3) 550.000 00 NIA Cash for general operations Middle East Fonim 1500 Walnut Street 1050 for general operations (3rd Philadelphia, PA 19102 23-7749796 501(c)(3) $431,250 00 NIA Cash quarter support) State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington. VA 22209-3108 57-0952531 501(c)(3) $27,000 00 NIA Cash NIA for general operations Student Free Press Assouaticn 4771 Mechanic Road for the National ReView Hillsdale. MI 49242 27-2277658 501(c)(3) 3165.600 00 Cash NIA Student Protect Schedule (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00065 Donors Capital Fund, Inc. 54-1934032 26 I, Grants to Organizations and IndViduals in the U S Part II. Grants to Organlzations 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 A55istance appraisal, Assistance A55istance other) Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) 5370.000 00 NIA Cash NIA for general operations National Legal Policy Center 107 Park Washington Court Falls Church. VA 22046 52-1750188 501(c)(3) 520.000 00 NIA Cesh NIA for general operations First Presbyterian ChurchMidland TX 800 West Texas Avenue for the Common Ground Midland, TX 79701 501(c)(3) $5,000 00 Cash NIA project Institute on Religion 8. Democracy 1023 15th Street. NW 601 Washington. DC 20005-2601 52-1265221 501(c)(3) $8,000 00 NIA Cash NIA for the Sunday People pro ect for the Annual Fund Drive ($2,500 00). Concert Midland - Odessa 8 Chorale Sponsorship ($2,500 00). and PO Box 60658 Friends of the Ensembles (All) Midland, TX 79711 75-1301544 501(c)(3) 55.125 00 NIA Cash NIA ($125 00) Proiect Ventas 1214 West Boston Post Road, #145 Mamaroneck, NY 10543 27-2894856 501(c)(3) $50,000 00 NIA Cash for general operations tor battlefield preservation as War Trust needed (Chickamauga- 1156 15th Street. NW. 900 Chattanooga, Franklin 8. Washington. DC 20005 54-1426643 501(c)(3) $50,000 00 NIA Cash NIA Nashville, Vicksburg) George Mark Children's Fund 2121 George Mark Lane for general operations, in San Leandro. CA 94578-1017 94-3255845 501(c)(3) $25,000 00 NIA Cash NIA Igateful memory Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00066 Donors Capital Fund, Inc 54-1934032 27 I, Grants to Organrzatrons 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 Sectron If Cash Grant Non-Cash Valuatron (book, FMV, Non-Cash Grant or Government appraisal, other) Heartland One South Wacker Drive for the Sn Fr Project Surte 2740 ($60,000 00) and the New Chrcago. IL 60606 36-3309812 501(c)(3) $80,000 00 NIA Cash NIA Zealand Project ($20,000 00) for general operatrons Museum of the Confederacy ($25,000 00) and for the 1201 East Clay Street Appomattox locatron chhmond, VA 23219-1615 54-0699599 501(c)(3) $50,000 00 NIA Cash NIA ($25,000 00) Alabama Polrcy Institute 402 Ofce Park Dnve Surte 300 AL 35223 630809568 501(c)(3) $1,500 00 NIA Cash NIA for general operatrons Consumers' Research, Inc 1825 I Street. NW erth Floor Washington. DC 20006 22-1500498 501(c)(3) $250,000 00 NIA Cash NIA tor the AGEC Preject Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $250,000 00 NIA Cash NIA for general operations Freedom Foundation 01 MN 900 2nd Avenue South Surte 570 Minneapolis. MN 55402 36-4592698 501(c)(3) $19,850 00 NIA Cash NIA for general operations Lucy Burns 301 South Bedford Street Surte 6 Madrson, WI 53703-9691 20-8036372 501(c)(3) $650,000 00 NIA Cash NIA for general operations Platte tor Economrc Research 900 South 74th Plaza Surte 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $19,000 00 NIA Cash NIA for general operatrons Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00067 Donors Capital Fund, Inc. 54-1934032 28 l. Grants to Organizations and in the U 8 Part II. Grants to Organizations and Governments 1n 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, F MV, Non-Cash Grant or Government Applicable appraisal, other) Rhode lsland Center tor Freedom and Prosperity PO Box 10069 Cranston. RI 02910 45-2805369 501(c)(3) $15,000 00 NIA Cash NIA tor general operations State Budget Solutions 6400 Kings Crest Court Chestereld. VA 23832 27-1501919 501 $50,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Surte 360 Arlington, VA 22209-3108 57-0952531 5019(3) $15,000 00 NIA Cash NIA tor Leneral operations Opportunity Ohio PO Box 98 Dublin, OH 43017-0098 80-0829658 501(c)(3) $25,000 00 NIA Cash NIA tor Leneral operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(3) $7,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Dnva Surte 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) NIA Cash NIA for general operations $80,000 00 Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 501(c)(3) $100,000 00 NIA Cash NIA for general operations Federalist Socrety 1015 18th Street. NW Surte 425 Washington, DC 20038-5221 36-3235550 5019(3) $1,312,285 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00068 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and IndViduaIs In the U S. Part II. Grants to Organizatlons and Governments in the us. Name and Address of Organization or Government EIN to) 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 29 Purpose of Grant or A55istance Free To Choose Network. Inc 2002 Filmore Avenue Sune 1 Erie, PA 16506 521455677 501(c)(3) $50,000 00 Cash NIA lor the CRAZIIDEAS protect Center for Secunty Policy 1901 Avenue. NW 201 Washington. DC 20006 52-1601976 501(c)(3) $200,000 00 NIA Cash NIA for the EMP proiect Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) 5250.000 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) $21,331 00 NIA Cash NIA tor the Collisron DVD protect Judicial Education Proiect 3220 N Street. NW Suite 268 Washington, DC 20007 202466871 501(c)(3) 6210.000 00 NIA Cash NIA for the Supreme Court Prerect ($160,000 00) and the State A6 Issues Preject ($50,000 00) American Leglslative Exchange CounCiI 2900 Drive 600 Arlington. VA 22202 52-0140979 501(c)(3) $65,000 00 NIA Cash NIA for general operations Catholic Association Foundation 3220 N Street NW Suite 126 Washington, DC 20007 202387967 501(c)(3) $60,000 00 NIA Cash NIA for the Trinity Project First Presbyterian Church-Midland TX 800 West Texas Avenue Midland. TX 79701 501(c)(3) $5,000 00 NIA Cash NIA tor the Free Burma Ranger Truck Schedule (Form 990 or 990EZ) 2013 CITIZENAUDIT.ORG PAGE #00069 Donors Capital Fund, Inc 54-1934032 30 Grants to Organizations and in the U S Part II, Grants to Organizations and Governments In the U.S. (3) lb) (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 Assastance appraisal, A55istance Assmtance other) Spark Freedom 605 Long Branch Road Lancaster. TN 38569 274827443 501(c)(3) $58,450 00 NIA Cash NIA for general operations Hudson Institute 1015 15th Street, NW Suite 600 Washington, DC 20005 13-1945157 501(c)(3) $2,000,000 00 NIA Cash NIA for general operations Legacy Foundation 2740 South Glass Street Sioux City, IA 51106 26-3853831 501 $50,000 00 NIA Cash NIA for general operations Vanguard Charitable Endowment Program PO Box 55766 for a donor-advised fund Boston. MA 02205-5766 23-2888152 $500,000 00 NIA Cash NIA account DonorsTrust 109 North Henry Street for a donor-adwsed fund Alexandna, VA 22314-2903 52-2166327 501(c)(3) $75,000 00 NIA Cash NIA account Center for Competitive Politics 124 South West Street SUite 201 for the Advocacy Restrictions Alexandria, VA 22314 203676886 501(c)(3) $175,000 00 NIA Cash NIA Preject i l Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $275,000 00 NIA Cash NIA for general operations Lucy Burns Institute 301 South Bedford Street 6 Madison. WI 537039691 20-8036372 501(c)(3) $150,000 00 NIA Cash NIA tor geneml operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00070 Donors Capital Fund, Inc 54-1934032 3" l, Grants to Organizations and 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 appraisal, other) Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland. MI 48640-0568 38-2701547 501(c)(3) $15,000 00 Cash NIA for general operations Market Research Foundation 10424 Woodbury Woods Court Fairfax, VA 22032-3728 204155641 501 $750,000 00 NIA Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 36569 274827443 501(c)(3) 517,500 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Surte 360 Arlington. VA 22209-3108 57-0952531 501(c)(3) $8,000 00 NIA Cash NIA tor general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(3) $56,100 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Drive Surte 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $62,700 00 NIA Cash NIA for general operations Middle East Forum 1500 Walnut Street Surte 1050 for general operations (4th Phlladelphla. PA 19102 23-7749796 501(c)(3) $431,250 00 NIA Cash NIA quarter support) National Right to Work Legal Defense Foundation, Inc 8001 Braddock Road Springeld, VA 22160-0002 59-1588825 501(c)(3) $80,000 00 NIA Cash NIA for FM13PRFA Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00071 Donors ngtal Fund, Inc. 54-1934032 Grants to Organizations and IndVIduals In the U 8 Part II, Grants to Organizatlons and Governments In the us. Name and Address of Organization or Government EIN (C) IRC Section If Amount of Cash Grant Amount of Non-Cash (0 Method of Valuation (book. FMV, appraisal, other) (9) of Non-Cash Purpose of Grant or DonorsTant 109 North Henry Street Alexandria. VA 22314-2903 52-2166327 501(c)(3) $674,443 02 NIA Cash NIA tor a donor-advlsed tund account State Policy Network 1655 North Fort Myer Dnve Sutte 360 Arlington. VA 22209-3108 57-0952531 501(c)(3) 521.500 00 NIA Cash NIA for general operations DonorsTrust 109 North Henry Street Alexandrla, VA 22314-2903 52-2166327 501(c)(3) $100,000 00 NIA Cash for a donaradvrsed fund account First Presbyterian Church-Mldland TX 800 West Texas Avenue Mtdland. TX 79701 501(c)(3) $400 00 NIA Cash NIA for a to Belize Foundation for Government 15275 Collier Boulevard Surte 201-279 Naples, FL 34119 45-2637507 501 $75,000 00 Cash for general operatlons Young Life PO Box 520 Colorado co 80901 84-0385934 501(c)(3) $5.000 00 NIA Cash NIA for the Mrdland area (TXZB) Franklin Center 1229 Street 3rd Floor Alexandna. VA 22314 26-4066298 501(c)(3) $100,000 00 NIA Cash NIA for general operations Center for Consumer Freedom PO Box 34557 Washington. DC 20043 260006579 501(c)(3) $13,000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00072 Donors Capital Fund, Inc. 54-1934032 33 I, Grants to Organizations and In the U S. Part II, Grants to Organlzations 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, A55istance Assistance other) DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 522166327 501(c)(3) $25,000 00 NIA Cash NIA for marketing operations DonorsTrust 109 North Henry Street for a donor-adVIsed fund Alexandria, VA 22314-2903 52-2166327 501(c)(3) $250,000 on NIA Cash account Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 264066296 501(c)(3) $150,000 00 NIA Cash NIA for general operations Partners Relief and Development PO Box 912418 Denver, CO 80291-2418 22-3786806 501(c)(3) $10,000 00 NIA Cash NIA for general operations Security Research Associates, Inc 2200 4th Avenue North 3 Lake Worth, FL 33461 74-2209420 501(c)(3) $30,000 00 Cash NIA for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock. AR 72223 27-0271657 501(c)(3) $20,000 00 NIA Cash tor general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 270271657 501(c)(3) $10,000 00 Cash for general operations Alabama Policy Institute 402 Ofce Park Drive Surte 300 Bimingham, AL 35223 63-0809568 501(c)(3) $15,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00073 Donors Capital Fund, Inc 54-1934032 I. Grants to Organizations and In the U S Part II. Grants to Organlzatlons and Governments In the us. 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 Purpose of Grant or 34 Alabama Policy Institute 402 Ofce Park Dnve Surte 300 Birmingham. AL 35223 63-0809568 501(c)(3) 510.000 00 NIA Cash NIA for general operations Americans for Limited Government Research Foundation 10332 Main Street #326 Fairfax. VA 22030 52-2020468 501(c)(3) 5200.000 00 NIA Cash NIA for general operations America's Future Foundation 1513 16th Street. NW Washington. DC 20036 52-1928321 501(c)(3) $70,000 00 NIA Cash for general operations Beacon Center of Tennessee PO Box 198646 Nashv e, TN 37219 20-1808567 501(c)(3) 59.000 00 Cash for general operations Beacon Center of Tennessee PO Box 198646 TN 37219 20-1808567 501(c)(3) $30,000 00 NIA Cash for general operations Bluegrass Institute PO Box 11706 KY 40577-1706 11-3691843 501(c)(3) $20,000 00 NIA Cash NIA for general operations Buckeye Institute 88 East Broad Street. Surte 1120 Columbus. OH 43215-3506 31-1278593 501(c)(3) $10,000 00 NIA Cash NIA for general operations Buckeye Institute 88 East Broad Street. Surte 1120 Columbus, OH 43215-3506 31 -1 278593 501(c)(3) $3.000 00 NIA Cash NIA [for general operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00074 Donors Capital Fund. Inc. 54-1934032 35 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 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) Californla Public Policy Center 18002 IrVIne Boulevard Sune 108 Tustin, CA 92780 27-2870463 501(c)(3) $25,000 00 NIA Cash NIA for general operations California Public Policy Center 18002 Irvine Boulevard Suite 100 Tustin, CA 92780 27-2870463 501(c)(3) $17,500 00 NIA Cash NIA for general operations California Public Policy Center 18002 lNina Boulevard 108 Tustin. CA 92780 27-2870463 501(c)(3) $10,000 00 NIA Cash NIA for general operations Cascade Pollcy Institute 4850 SW Scholls Ferry Road Sulte #103 Portland. OR 97225 93-1045925 501(c)(3) $15,000 00 NIA Cash NIA for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Swte 302 Harrisburg. PA 17101 23-2473845 501(c)(3) $5,000 00 NIA Cash NIA for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street 302 Hamm PA 17101 23-2473845 501(c)(3) 515.000 00 Cash for general operations Empire Center for Public Policy. Inc PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $25,000 00 NIA Cash NIA for general operations Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples. FL 34119 45-2637507 501(c)(3) $3,000 00 NIA Cash for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00075 Donors Capital Fund, Inc 54-1934032 36 l, Grants to Organizations and Indviduals in the U 8 Part II, Grants to Organlzations 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 A55istance appraisal, A35istance other) Foundation for Government Accountability 15275 Collier Boulevard Sune 201-279 Naples. FL 34119 45-2637507 501(c)(3) $25,000 00 NIA Cash NIA for general operations Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples. FL 34119 45-2637507 501(c)(3) $200,000 00 NIA Cash NIA for general operations Foundation for Government Accountability 15275 Collier Boulevard 201-279 Naples, FL 34119 45-2637507 501(c)(3) $4,000 00 Cash for general operations Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 501 $100,000 00 NIA Cash NIA for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $9,900 00 NIA Cash NIA for general operations Center 1229 King Street 3rd Floor Alexandria. VA 22314 264066298 501(c)(3) $18,920 00 NIA Cash NIA for general operations Freedom Foundation PO Box 552 Olympia. WA 98507 94-3136961 501(c)(3) $15,000 00 NIA Cash NIA for general operations Idaho Freedom Foundation 2404 Bank Drive 314 Baise, ID 83705 26-3783048 501(c)(3) $25,000 00 NIA Cash NIA [for general operations Schedule 1 (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00076 Donors Capital Fund, Inc. 54-1934032 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 Amount of Section if Cash Grant Applicable Amount of Non-Cash AsSIStance (0 Method of Valuation (book, F MV, appraisal, other) (9) Description of Non-Cash AsSIStance Purpose of Grant or Assmtance 37 Illinois Policy Institute 190 South LaSalle Street SUite 1630 Chicago. IL 60603 41-2057028 50110l(3 $3,000 00 NIA Cash NIA for general oLerations Illin0is Policy Institute 190 South LeSaIle Street SUite 1630 Chicago. IL 60603 41-2057028 5019(3) $15,000 00 NIA Cash NIA for werel ogretions Independence Institute 727 East 16th Avenue Denver. CO 80203 84-0990300 5019(3) 520.000 00 NIA Cash NIA tor iers ogrehons James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1906 501(c)(3) $25,000 00 NIA Cash NIA for general operations Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501 (CXS) $15,000 00 NIA Cash NIA for general operations Macklnec Center for Publlc Policy 140 West Main Street PO Box 568 Midland. MI 48640-0568 38-2701547 501(c)(3) $10,000 00 Cash NIA for general amatmns Marne Heritage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 5019(3) $20,000 00 NIA Cash NIA for general operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-21 99055 5019(3) $20,000 00 NIA Cash NIA for general operations Schedule (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00077 Donors Capital Fund, inc 54-1934032 38 l, Grants to Organizations and indViduals in the U 8 Part ii, Grants to Organizations and Governments in the U.S. (C) (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 appraisal. Assistance other) Nevada Policy Research Institute 7130 Placid Street Les vegts, NV 89119 88-0276314 50Hc)(3) $20,000 00 NIA Cash NIA for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City. OK 73104-2801 73-1436375 Scm) $3,000 00 NIA Cash NIA for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma OK 73104-2801 734436375 5c)(3) $25,000 00 Cash NIA for general operations Opportunity Ohio PO Box 98 Dublin, OH 43017-0098 80-0829668 501(c)(3) $25,000 00 NIA Cash NIA Meneral operations Palmetto Policy Forum Po Box 12676 Columbia. SC 29211 26-3077338 501(c)(3) $17,500 00 NIA Cash NIA for general operations Pioneer institute for Public Policy Research 85 Devonshire Street 8th Floor Boston. MA 02109-3501 22-2632081 501(c)(3) $15,000 00 NIA Cash NIA teneml operations Platte Institute tor Economic Research 900 South 74th Plaza Sune 400 Omaha. NE 68114-4667 20-8809060 501(c)(3) $25,000 00 NIA Cash NIA fogenerai operations Rhode island Center for Freedom and Prosperity PO Box 10069 Cranston. Rl 02910 45-2805369 501(c)(3) $6,700 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-52) 2013 CITIZENAUDIT.ORG PAGE #00078 Donors Capital Fund, Inc 54-1934032 39 I, Grants to Organizations and IndVIduals in the U S Part II, Grants to Organizatlons 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, Asmstance ASSIstance other) Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $25,000 00 NIA Cash NIA for general operations Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $20,000 00 NIA Cash NIA for general operations Show-Me Institute 4512 West Pine Boulevard St Lows, MO 63108 20-1957878 501(c)(3) $3,000 00 NIA Cash NIA for general operations Show-Me Institute 4512 West Pine Boulevard St LOUIS, MO 63108 20-1957878 501 $8,000 00 Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(8) $69,795 00 NIA Cash NIA for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(3) $100,000 00 NIA Cash for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 274827443 501(c)(3) $30,500 00 Cash for general operations State Budget Solutions 6400 Kings Crest Court Chestereld, VA 23832 27-1501919 501(c)(3) $10,000 00 NIA Cash NIA [for general operations Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00079 Donors Capital Fund. Inc 54-1934032 40 l. Grants to Organizations and in the U S Part II, Grants to Organizatlons and Governments in the us. (C) (9) 0) 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, A55istance Assistance other) State Budget Solutions 6400 Kings Crest Court Chestereld, VA 23832 27-1501919 501(c)(3) $4,500 00 NIA Cash tor general operations State Policy Network 1655 North Fort Myer Drive 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $203,050 00 Cash NIA for generalerations Sutherland Institute Gateway Tower West Budding 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3L $25,000 00 NIA Cash NIA tor generperations Texas Public Poltcy Foundation 900 Congress Avenue Smte 400 Austin. TX 78701 74-2524057 501(c)(3) $3,000 00 NIA Cash NIA for general operations Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $15,000 00 NIA Cash NIA for general operations Yankee Institute 800 Connecticut Boulevard 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000 00 Cash NIA for general operations Wounded Wamor Proiect. Inc 4899 Bellort Road 300 for wheelchairs and FL 32256 202370934 501(c)(3) $30,000 00 NIA Cash NIA prostheses Schedule I (Form 990 or 990-EZ) 2013 CITIZENAUDIT.ORG PAGE #00080 Donors Capital Fund, Inc 54-1934032 Schedule 0 (Form 990), Supplemental Information to Form 990 Briey describe the organization's mission: welfare, health, env1ronment, economics, governance, foreign relations, and arts and culture; and which encourage philanthropy and individual giving and responsibility as an answer to soc1etys needs, as opposed to governmental involvement. Schedule 0 (Form 990). Supplemental Information to Form 990 Form 990, Page 6, Line 17 (continued) Connecticut Florida Illinois New York Tennessee Virginia Washington New York
2012/12 990-EO 2013/12 t OMB No i545-oo47 Form . . Return of Organization Exempt From Income Tax 201 2 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) - De artment of the Treasury open to P-ubhc Revenue 3e,v..,e The organization may have to use a copy of this return to satisfy state reporting requirements. INSPECIIOI1 A For the 2012 calendar year, or tax year beginning 2012, and ending 3 check I, apphcable C Name of organization Donors capital Fund Inc D Employerldentilication Number Address change Doing Business As 54 93 4 Name change Number and street (or P 0 box it mail is not delivered to street addr) Room/suite E Telephone number Initial return P.O. BOX 1305 (703) 535-3563 I -I-e,mmaIed City, town or country State ZIP code 4 I Amended return Alexandria VA 22313 G Gross receipts 84 373, 810 . AppI.caI.0.-I pendmg F Name and address of principal officer '5 3 Yell-lm EWIBIGS7 Hes No Whitney L. Ball P . o . Box 1305 Alexandria VA 22313 Yes we I Tax-exempt status I I 50l(c) (insen no) I I4947(a)(l) or I I527 11% J Website: donorscapitalfund org H(c) Group exemption number I K Form of organization PC [Corporation I ITrust I I Association I I Other I L Year of Formation 1999 I M State of legal domicile VA I E, Part I I Summary 1 Briefly describe the organization's mission or most significant activities: ihic 9,5053 I G.) i_V: a_nd_r_ad_i_a1_n_9e_ds_: E_s_ci_a I. I E_if.3 r_hE3ltE'_e E22"l C.-.3 9'3 Ehf 5 she 1832 en2"_er_ t__seie_t:L' r_1esd_s-_ a_S_P_P2s_e<1 if 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. I 4r_<5 3 Number of voting members of the governing body (Part VI. line Ia) 3 9 I 4 Number of independent voting members of the governing body (Part VI, line lb) 4 3 G ,3 5 Total number of individuals employed in calendar year 2012 (Part V, line 2a) 5 0 IE 6 Total number of volunteers (estimate if necessary) 6 0 2 7a Total unrelated business revenue from Part column (C), line 12 7: 34, 802 b Net unrelated business taxable income from Form 990-T, line 34 7b 34 802 Prior Year Current Year In 8 Contributions and grants (Part line Ih) 60, 622, 937 . 55, 254, 703 . g 9 Program service revenue (Part line 2g) 10 Investment income (Part colu Other revenue (Part co umn mE,?Total revenue add lines 8 throug (mus qual Part I13 olumn (A), line 12) 61, 700, 814 56, 760, 141 13 Grants and similar amounts ai (Part IX :2 - 56, 612 510 56, 114, 235 14 Benefits paid to or for memb E5, Patvt mn (A), line m 15 Salaries, other compensation '3 colu n (A), lines 5-I0) 16a Professional fundraising fees Part Iin I e E b Total fundraising expenses (P line 25) 0 . 17 Other expenses (Part IX, column (A), lines 11a-11d, Ilf-24e) 769,579. 902,768, 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses Subtract line I8 from line 12 4, 318, 725 . -256, 862 . E Beginning of Current Year End Of Year gi 20 Total assets (Part X, |inel6) 35,671,060. 36,711,408. 21 Total liabilities (Part X, line 26) 104 329 . 286, 516 . 2 22 Net assets or fund balances. Subtract line 21 from line 20 35, 566|Part ll [Signature Block Under penalties of periury, I dec complete Declaration of prepa r t t I have ex h ff s based on all n tion of whi pre arer has an knowled ined this return, including accompanying schedules and statements, and to the best of my knowledge and beliel, it is true, correct, and Lg I 7VWov 7? . Date J Here tney L. Ball President and CEO Type or print name and title preparer's name Preparer's signature Date Check LI If PTIN I self-employed Preparer F-mrs name he .L I reio a re Cl USE Fm-n-5 7' Firm's EIN Phone no May the IRS discuss this return with the preparer shown above? (see instructions) I I Yes I No BAA For Paperwork Reduction Act Notice, see the separate instructions. 05/09/13 Form 990 (2012) Q CITIZENAUDIT.ORG PAGE #0003 I Form 990 (2012) Donors Capital Fund, Inc 54-1934032 Pa'i"t I Statement of Program Service Accomplishments 1 Page 2 Check if Schedule 0 contains a response to any question in this Part Briefly describe the organization's mission: gpp95t_ Li.) L :1 L3.) _<2r_9 I. el_1_e2i_a_t2 Ed r_eEr_h_a"_Pi1a_ti i_i_ti_3i1e_9 3&9 aesds r_i_1-1i_2 9252 l3_ti_3_t2 E_i_31_ e_e _Fo_rrn 5199._Fa_92 2, m_e_l 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or Yes No N 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 SEFVICES7 D Yes El 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(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 I 1 4a (Code: (Expenses 56, 875, 506. including grants of 55, 254, 703 . (Revenue 0 .59 9_(_a2 12.) 931.8 r_ _WI1ic_h_ a1_l_eyi_a_t r_ _th_u9h Ed2_at_i&I_ r_eEh_3Ld_P i1a_tE 5i_ti_aiLe_5 r_5__i EXL 3111 1321232 29253 E252 l31_9_t_ _arn12r_t s_a2d_21u_re_i ans 1_i_a_s e_t1'2 11_i2v_1_vsm_e at; 4b (Code' (Expenses including grants of (Revenue 4c (Code (Expenses including grants of (Revenue 4d Other program services. (Describe in Schedule 0.) (Expenses including grants of (Revenue 4e Total program service expenses BAA 56, B75, 506. Form 990 (2012) CITIZENAUDIT.ORG PAGE #0004 Form 990 (2012) Dcnors Capital Fund, Inc 54-1934032 Page 3 |Part IV Ichecklist of Required Schedules Yes No 1 Is the organization described in section 501 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 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? If 'Yes, complete Schedule C, Part ll 4 X 5 Is the organization a section 501(c)(4), 501 or 501 organization that receives membership dues, assessments. or similar amounts as defined in evenue 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 tg advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, 6 X ar 7 Did the organization receive or hold a conservation easement, including easements to Ereserve open space, the environment, historic land areas or historic structures? If 'Yes, complete Schedule D, art 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 107 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? 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 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)? If 'Yes,' complete Schedule D, Part X 11 f 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 b Was the organization included in consolidated, independent audited financial statements for the tax year? lf 'Yes,' and if the organization answered No to line 12a, then completing Schedule D, Parts XI and I5 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 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 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 Ill 19 X 20 a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H 20 X b If 'Yes' to 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 Folm 990 (2012) Donors Capital Fund, Inc 54-1934032 Page 4 [Part 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 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 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 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(cX3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? lf 'Yes,' complete Schedule L, Part I 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 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 emploiyee, or disqualified person outstanding as of the end of the organization's tax year If Yes, complete Schedule L, art 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 Ill 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 fi ing 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, Partl 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 the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts ll, Ill, IV, and V, line I 34 X 35a Did the organization have a controlled entity within the meaning of section 512(b)(l3)? 35a 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)(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 11b and 19? Note. All Form 990 filers are required to complete Schedule 0 38 X BAA TEEA0104 08/08/12 Form 990 (2012) CITIZENAUDIT.ORG PAGE #0006 Form 990 (2012) Donors Capital Fund, Inc 54l934032 Page 5 |_l1a_Lt_\Ll Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response to any question in this Part V I-1 Yes No 1a Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1 a 2 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 1 (gambling) winnings to prize winners? 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 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? F 5 us 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? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If Yes,' to line 5a or 5b, did the organization file Form a. Note. If the sum of lines la and 2a is greater than 250, you may be required to e-file. (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? b If 'Yes' has it filed a Form 990-T for this year? If 'No,'provide an explanation in Schedule 0 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account. or other financial account)? X L .i x 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? 6 b 7 Organizations that may receive deductible contributions under section 170(c). 4 ..: J. a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and S is services provided to the payor. 7 a X b If Yes,' did the organization notify the donor of the value of the goods or services provided? 7 b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7 c X d If Yes,' indicate the number of Forms 8282 filed during the year I 7dI 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 h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7 h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the 7 *7 1 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. a Did the organization make any taxable distributions under section 4966? b Did the organization make a distribution to a donor, donor advisor, or related person? 10 Section 501(c)(7) organizations. Enter: F37 Xx 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? b If Yes,' enter the amount of taxexempt interest received or accrued during the year I 12bI 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? 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? b If Yes,' has it filed a Form 720 to report these payments? If No, provide an explanation in Schedule 0 BAA Form 990 (2012) CITIZENAUDIT.ORG PAGE #0007 Fofm 990 (2012) Donors Capital Fund, Inc 54-1934032 Page 6 Part VI Governance, 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 E Section A. Governinggody 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 9 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 8 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? 7 a 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? 7 b 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? 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 purposes? 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. I 12a Did the organization have a written conflict of interest policy? If No, go to line 73 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) l 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 F 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 e_e |__.Lie_1Z (_cc-ningeg) 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 [3 Another's website Upon request D other (explain in Schedule 0) 19 Describe |l'I 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: (703) 535-3563 BAA Form 990 (2012) CITIZENAUDIT.ORG PAGE #0008 (2012) Donors Capital Fund, Inc 54-1934032 Page7 Part VII Iflcampengatitog oftOffitcers, Directors, Trustees, Key Employees, Highest Compensated Employees, and n epen en on rac ors 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 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 orgOanization'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 organization compensated any current officer, director, or trustee. (C) 0 (E) <9 Name and We 3 any hours 9- 3 g 3 g _3 from the for related S Q 3' organization organizaand related .532: g g E g organizations dotted a, line) 5* O. (J). r_s_o;1 AL _0 Chairman/BoD _Dsr;n_i A .0 Vice Chairman (.3). V_"1i_tr_1e_v_ L _B_al_Ll_ .29 President 25.00 X X 0 207,500. 20,750. (3). Ar_t1n_1r_ 13; go_k .1 Board Member t_eyer1 _H2xw_ac1 r A Treas./BoD X X 0. 0. 0. I_<r_i_e1_a9 1;e_n .1 Board Member (Z). V_Vi_l_1ia_m_ LI 1_0_r . _1 Board Member (9. 139935 Be_a_m .1 Board Member (.9). ~1o_h3_\L_n_Ia_nL19n _1 Board Member X 0. O. 0. Je_f_f;e_v_ 9 _Z_v i_k .15 Asst. Treas. Sec. 30.00 X 0. 175,000. 17,500. 91) . (12) 113) BAA 12/17/12 Form 990 (2012) CITIZENAUDIT.ORG PAGE #0009 Form 990 (2012) Donors Cagcal Fund, Inc 541934032 Page 8 [Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (contg (3) (C) P l (A) Average (do not than one (D) N d H, hours box, unless person is bolh wPe9eorganization 'aed El 5 Q -5 5 2 organiza 3 3 5, 3 52%? E E F: 2 dotted 3 3 line) 8 Q. 99 .02ibsub-total 0. 382,500. 38,250. c Total from continuation sheets to Part VII, Section A 1 dTota|(add|ines1band1c) 0, 332,500, 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 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee 1 on line 1a7 If Yes, complete Schedule J for such individual _3 V X 4 For any individual listed on line la, is the sum of reportable compensation and other compensation from r 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 I for services rendered to the organization? If Yes, complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table for your tive 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) (3) (C) Name and business address Description of services Compensation 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 0 BAA TEEA0108 Form 990 (2012) CITIZENAUDIT.ORG PAGE #0010 Form 990 (2012) Donors Capital Fund, Inc 54l934032 Page 9 [Part Statement of Revenue Check if Schedule 0 contains a response to any question in this Pan D (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections revenue 512. 513Federated campaigns 1 a 5 (E b Membership dues 1 b E: c Fundraising events 1 c <71: d Related organizations 1 d 5, e Government grants (contributionsAll other contributions, gifts, grants, and E '5 similar amounts not included above Noncash contributions included in Ins Ia-If 8.: 10,284,702. In 55,254,703_ 3 Business Code All other program service revenue 1 0- g Total. Add lines 2a-2f 3 Investment income (including dividends, interest and 832.563. 0. 34,802. 797,761. 4 Income 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) 7 a Gross amount from sales of (0 secumes Omar assets other than inventory Less cost or other basis and sales expenses 27, 513, 559 c Gain or (loss) 672, 375 dNt9a' 0'('055) 672,875. 0. 0. 672,875. U Ba Gross income from fundraising events 2 (not including 55 E of contributions reported on line 1c). See Part IV, line 18 a E b Less: direct expenses b O 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 cod; 11 a b c d Kl|ot_ha' revenue- e Total. Add lines Ila-1 1d l 12 Totalrevenue. See instructions 55,760,141, o_ 34,3o2_ 1,470,535_ BAA 09 12/17/12 Form 990 (2012) CITIZENAUDIT.ORG PAGE #0011 Form 990 (2012) Donors Capital Fund, Inc |Part IX I Statement of Functional Expenses Section 507(c)(3) and 501(c)(4) oglanizations 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 54-1934032 Page "'70/Ude Fepofted 0 795 5b: Total expenses Program service Management and Fundraising expenses qeneral expenses expenses 1 Grants and other assistance to governments and organizations in the United States. See P30 V: ""921 56,114,235. 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 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 3 Pension plan accruals and contributions 1 (include section 401(k) and section 403(b) l employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for sewices (non-employees) a Management bLe9al 2,875. 2,875. 0. 0. i CACCOUNIHQ 13,820. 0. 13,820. 0. l d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees 101 668 . 101 668 . O . 0 9 Other (If line 11g amt exceeds 10% of line 25, col- umn (A) amt, Iist line 119 expenses on 0) 12 Advertising and promotion 13 Office expenses 14 Information technology 15 Royalties 16 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization - 23 Insurance 8,400. 0. 8,400. o. 24 Other expenses. Itemize expenses not l covered above (List miscellaneous expenses 1 in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24-e expenses on Schedule 0.) 3Ia_x_e 61.731. 0. 61,731. 0. l 710,959. 710,959. 0. o. l e_e_s 2,290. 0. 2,290. O. l da_n_k_1e_e_ 491. o. 491. o. e All other expenses 534 0 534 0 25 Total functional expenses Add lines 1 through 24e 57 017 L003 . 56, 929L737 . Joint costs. Complete this line only if l the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 58-720) BAA TEEAO110 12/18/12 Form 990 (2012) CITIZENAUDIT.ORG PAGE #0012 Form 990 (2012) Donors Capital Fund, Inc rPartX IBalance Sheet Check if Schedule 0 contains a response to any question in this Part X 54-1934032 Page 11 (A) (3) Beginning of year End of year 1 Cash non~interest~bearing 1 2 Savings and temporary cash investments 576, 020 . 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors, trustees, ke employees, and highest compensated employees. Complete Part II of Sc edule . 5 6 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 6 2 7 Notes and loans receivable, net 7 E 3 Inventories for sale or use 8 T 9 Prepaid expenses and deferred charges 9 s 10a Land, buildings, and equipment cost or other basis. Complete Part VI of Schedule D 10a 1; Less accumulated depreciation 10b 10c 11 Investments publicly traded securities 23, 728, 345, 11 13, 016, 736, 12 Investments other securities. See Part IV, line 11 12 13 Investments program-related. See Part IV, line 1 1 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 15 2,1134 552_ 16 Total assets. Add lines 1 through 15 (must equal line 34) 35, 671, 060 16 36, 711, 408 17 Accounts payable and accrued expenses Grants payable 18 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 22 Loans and other payables to current and former officers, directors, trustees, J L key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 22 IE 23 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 7 9, 329 25 261, 515, 26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117 (ASC 958), check here Eand complete T lines 27 through 29, and lines 33 and 34. E 27 Unrestricted netassets 35,565,731_ 27 35,424,392, 28 Temporarily restricted net assets 28 s 29 Permanently restricted net assets 29 8 Organizations that do not follow SFAS 117 (ASC 958), check here D J 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 32 Retained earnings, endowment, accumulated income. or other funds 32 E 33 Total netassetsor fund balances 35,566,731, 33 36,424,892, 5 34 Total liabilities and net assets/fund balances 35, 57 1 050 34 35, 711, 403 BAA Form 990 (2012) TEEAOHI 01/03/13 CITIZENAUDIT.ORG PAGE #0013 Form 990 (2012) Donors Capital Fund, Inc 541934032 Page 12 Reconciliation of Net Assets Check if Schedule 0 contains a response to any question in this Part XI W 1 Total revenue (must equal Part column (A), line 12) 1 56, 750' 141 2 Total expenses (must equal Part IX, column (A), line 25) 2 57, 017 003 3 Revenue less expenses. Subtract line 2 from line I 3 -255, 352 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column 4 35, 555, 731 5 Net unrealized gains (losses) on investments 5 973, 526 6 Donated services and use of facilities 6 7 Investment expenses 7 3 Prior period adiustments 3 141, 497 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 36,424,892. Financial Statements and Reporting Check if Schedule 0 contains a response to any question in this Part XII E|Accrual 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? 1 Accounting method used to prepare the Form 990. Dcash 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 Dconsolidated basis b Were the organization's financial statements audited by an independent accountant? |:|Both consolidated and separate basis If Yes, check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both Separate basis Elconsolidated basis E|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 organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 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 El 3b BAA TEEA01 I2 08/09/l'| Form 990 (2012) CITIZENAUDIT.ORG PAGE #0014 SCHEDULE A (Form 990 or 990-EZ) 4947(a)(1) nonexempt charitable trust. Department ol 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 Attach to Fomt 990 or Form 990-EZ. See separate instructions. OMB No 1545-0047 2012 Open to Public Inspection Name of the organization Donors Capital Fund, Inc Employer identication number 54-1934032 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 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 A medical research organization operated in Conjunction 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 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bX1XA)(vi). (Complete Part II.) 8 A community trust described in section (Complete Part II.) 9 An organization that normally receives (1) more than 33-1 of its support from contributions, membership fees. and gross receipts from activities related to its exempt functions subiect to certain exce tions, and (2) no more than 33-1/3% of its supportfromgross investment income and unrelated business taxable income (less section 511 tax) rom businesses acquired by the organization after June 3 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)(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 1 h a E|Type l b l:]Type ll other than foundation managers and other than one or more publicly supported organizations described in section 5 section 509(a)(2). f If the organization received a written determination from the IRS that is a Type I, Type II or Type supporting organization, check this box c D Type Functionally integrated d E Type Non-functionally integrated e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified Eersons or Cl g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No 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? 11 9 (I) X (ii) A family member of a person described in above? 11 9 (ii) x A 35% controlled entity of a person described in or (ii) above? 11 9 (D X h Provide the following information about the supported organization(s). 0) Name 07 (ii) EIN Type of or ariization (W) S the Did you notify (vi) is the (WI) ATNOUM 0' m0ne13l'Y 0'Q3l'"Z3tl0n (described on ?ines 1-9 Olganllallon In he organization in organization in support above or IRC section ClUm"| (0 Med In column (0 ofyour column (see instructions YOU 90Ve9 support organized in the document(A) See continuation pages (3) (C) (D) (E) Total 56,114,235. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 08/09/12 Schedule A (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0015 Donors Capital Fund, Inc 54-1934032 1 A, Line 11(h) (continued) 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 (see column (I) listed in column (I) of your column |nstruct|ons)) your governing suport? organized in the doucmnetFirst Presbyterian Church-Midland TX 1 X X X $18.900 00 Maclver Institute 26-26:-39114 9 X X X $86,500 00 StandWithUs (Israel Emergency Alliance) 010566033 9 X X X $50,000 00 Harvard Business School 042103580 2 X X X $33,333 00 Foundation for Individual Rights in Education (FIRE) 04-3467254 9 X X X $25,000 00 StudentNewsDaiIy com 05-0611977 9 X X X $25,000 00 Amencares Foundation, Inc 064008595 9 X X X $20,000 00 American Islamic Congress 064634525 9 X X X $25,000 00 Bluegrass Institute 1145691843 9 X X X $15,000 00 White Plains Hospital 134740130 3 X X X $100,000 00 Hudson Institute 134945157 9 X X X $4,100,000 00 National Strategy Information Center 134973342 9 X X X $100,000 00 Manhattan Institute for Policy Research 13-2912529 9 X X X $25,000 00 Central Fund of Israel 132992985 9 X X X $175,000 00 Friends of Israel Center for Social Economic Progress 13-3129249 9 X X X $50,000 00 Amenaan Friends of Migdal Onr 1349369558 9 X X X $18,000 00 Auschwitz Jewish Center 13-3857441 9 X X X $100,000 00 Children's Scholarship Fund 134002189 9 X X X $150,000 00 Foundation for Economic Education 135006960 9 X X X $100,000 00 Bar-llan University 136192275 2 X X X $5,050,000 00 Fund for American Studies 136223604 9 X X X $25,000 00 Stop Educator Sexual Abuse, Misconduct, and Exploitation 14-1793248 9 X X X $150,000 00 Jerusalem Institute for Market Studies 20-0105601 9 X X X $50,000 00 Beacon Center of Tennessee 204808567 9 X X X $137,000 00 Show-Me Institute 204957878 9 X X X $25,000 00 John W Pope Civitas Institute 20-2454741 9 X X X $80,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0016 Donors Capital Fund, Inc 544934032 A, Line 11(h) (continued) 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 (see column (I) listed in column (I) of your column (I) your governing suport? organized in the doucmnet7 Judicial Education Project 20-2466871 9 X X X $530,000 00 Montana Policy Institute 20-2591461 9 X X X $233,496 00 Moving Picture Institute 203237801 9 X X X $80,000 00 Center for Competitive Politics 20-3676886 9 X X X $500,000 00 Center for Union Facts 204036946 9 X X X $19,000 00 Mastery Charter schools Foundation 206593485 9 X X X $1,500,000 00 Clanon Fund 20-5845679 9 X X X $125,000 00 Public Policy Foundation of West Virginia 20-5955827 9 X X X $33,800 00 National Organization for Mamage Education Fund 20-7472471 9 X X X $125,000 00 Lucy Burns Institute 203036372 9 X X X $900,000 00 Platte Institute for Economic Research 208809060 9 X X X $25,000 00 North Dakota Policy Council 20-8862761 9 X X X $15,000 00 Salvation Anny 22-2406433 9 X X X $5,000 00 Ayn Rand Institute 224570926 9 X X X $325,000 00 Pioneer Institute for Public Policy Research 22-2632081 9 X X X $55,000 00 Josiah Bartlett Center for Public Policy 22-3235650 9 X X X $110,000 00 Foundation for Jewish Camping, Inc 223551013 9 X X X $5,000,000 00 Partners Relief and Development 223786806 9 X X X $10,000 00 Maine Heritage Policy Center 22-3858250 9 X X X $110,000 00 Commonwealth Foundation for Public Policy Alternative 23-2473345 9 X X X $106,000 00 Young America's Foundation 234042029 9 X X X $60,000 00 Kansas Policy Institute 23-7047821 9 X X X $40,000 00 Westchester Community College Foundation 23-7050397 9 X X X $125,000 00 Greater Houston Community Foundation 23-7160400 9 X X X $25,000 00 Heritage Foundation 234327730 9 X X X $40,000 00 Cato Institute 23-7432162 9 X X X $90,000 00 Schedule A, L11(h) (Form 990 or 990EZ) 2012 CITIZENAUDIT.ORG PAGE #0017 Donors Capital Fund, Inc 544934032 3 A, Line 11(h) (continued) (I) 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 (see column listed in column (I) of your column (I) |nstructlons)) your governing suport? organized in the doucmnetMiddle East Forum 23-7749796 9 X X X $460,000 00 Lincoln Institute of Public Opinion Research 251704705 9 X X X $20,000 00 Education Action Group_Foundation 2608771 15 9 X X X $50,000 00 Liberty Foundation 01 Oklahoma 26-1105474 9 X X X $190,000 00 Small Business HI Entrepr Edu 261210792 9 X X X $200,000 00 Imagination Productions 264264680 9 X X X $125,000 00 American Maionty 264501154 9 X X X $1,833,500 00 Greenhouse Solutions 264543859 9 X X X $10,000 00 Hillander School Endowment Inc, The 264616195 9 X X X $10,000 00 Pelican Institute for Public Policy 26-1704791 9 X X X $90,000 00 Texas Watchdog 26-3057133 9 X X X $101,500 00 Idaho Freedom Foundation 26-3783048 9 X X X $150,000 00 Franklin Center 264066298 9 X X X $6,807,631 00 Energy 8. Environment Legal Institute 264239065 9 X X X $50,000 00 American Principles Project 264442148 9 X X X $25,000 00 Advance Arkansas Institute 270271657 9 X X X $107,000 00 Common Sense Institute 27-0543638 9 X X X $66,500 00 MaryIandReporter con1, Inc 27-0353887 9 X X X 00 Missouri News Honzon 27-0992279 9 X X X $100,000 00 TNReport oom News Service, Inc 274188570 9 X X X $75,000 00 State Budget Solutions 27-1 50191 9 9 X X X $1,150,000 00 Shane Viotonno Foundation 27-1 892740 9 X X X $50,000 00 Student Free Press Association 27-2277658 9 X X X $100.000 00 Project Ventas 27-2894856 9 X X X $105,000 00 Philadelphia School Partnership 27-3097212 9 X X X 51.456250 00 Spark Freedom 274827443 9 X X X $120,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0018 Donors Capital Fund, Inc 54-1934032 A, Line 11(h) (continued) Name of supported (ii) EIN (in) 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 (see column (I) listed in column of your column (I) your governing suport? organized in the doucmnet7 Schwab Charitable Gift Fund 314640316 9 X X X $500,000 00 Masterrnedia 330104548 9 X X X 51,200 00 One Nation Under God Foundation 352176192 9 X X X $38,000 00 University of Chicago 36-2177139 2 X X X $50,000 00 Federalist Society 36-3235550 9 X X X $167,000 00 Heartland Institute 36-3309812 9 X X X $1,000,000 00 Family Taxpayers Foundation 36-3895370 9 X X X $50,000 00 Illinois Taxpayer Education Foundation 36-3955081 9 X X X $84,000 00 Freedom Foundation of MN 364592698 9 X X X $114,000 00 Norlhwood University 384624684 2 X X X $1,000 00 Mackinac Center for Public Policy 36-2701547 9 X X X $474000 00 Acton Institute 38-2926822 9 X X X $624,000 00 Illinois Policy Institute 41-2057028 9 X X X $156,000 00 Kanakuk Ministries 434815310 1 X X X 55.200 00 Foundation for Govemment Accountability 45-2637507 9 X X X $213,500 00 Rhode Island Center for Freedom and Prosperity 45-2305369 9 X X X $244,175 00 Bill of Rights Institute 4843891413 9 X X X 520.000 00 Leadership Institute 51-0235174 9 X X X $50,000 00 Polwarth Ministries 51055B527 9 X X X $2,000 00 American Legislative Exchange Council 52O140979 9 X X X $42,500 00 Center tor Independent Thought 9 X X X $140,000 00 Washington Legal Foundation 521071570 9 X X X $40,000 00 National Center for Public Policy Research, Inc 524226614 9 X X X $40,000 00 Institute on Religion 8 Democracy 52-1265221 9 X X X $225,000 00 Business Executives for National Security (BENS) 52-1271179 9 X X X 55,000 00 Capital Research Center 524289734 9 X X X $40,000 00 Schedule A, L11(h) (Fon'n 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0019 Donors Capital Fund, Inc 54-1934032 A, Line 11(h) (continued) 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 ll'| above or IRC section (see column (I) listed in column (I) of your column |nstructIons)) your governing suport7 organized in the doucrnnet7 Competitive Enterprise Institute 524351785 9 X X X $100,000 00 I Yankee Institute 524358144 9 X X X $60,000 00 I I Free To Choose Network, Inc 5244155677 9 X X X $554,775 00 I l US English Foundation 524524976 9 X X X $25,000 00 I Freedom Works Foundation 524526916 9 X X X $560,000 00 Americans for Prosperity Foundation 524527294 9 X X X $85,000 00 Center for Individual Rights 524600481 9 X X X $190.000 00 I Institute for Justice 524744337 9 X X X $190,000 00 National Legal 8. Policy Center 524750188 9 X X X $40,000 00 Families Against Mandatory Minimums Foundation 524750246 9 X X X $10,000 00 I First Book 524779606 9 X X X $5,000 00 Center for Education Retonii 524847187 9 X X X $60,000 00 American Council of Trustees and Alumni 524870003 9 X X X $900,000 00 America's Future Foundation 524928321 9 X X X $60,000 00 3 Americans for Limited Government I Research Foundation 52-2020468 9 X X X $2,000,000 00 DonorsTrust 52-2166327 9 X X X $2,110,000 00 I I Maryland Public Policy Institute 522199055 9 X X X $75,000 00 I Geor etown Universi 53-0196603 2 X X X $50,000 00 I 9 I 1 American Enterprise Institute 53.o21a495 9 x x x oo Mercatus Center. GMU 544436224 2 X X X $170,000 00 GMU Foundation 544603842 9 X X X $500,000 00 Independent Women's Fonim 544670627 9 X X X $1,640,000 00 I Clare Boothe Luce Policy Institute 544672138 9 X X X $40,000 00 Y God's world Publications, Inc 560538016 9 X X X $40,000 00 I John Locke Foundation 564656943 9 X X X $87,500 00 South Carolina Policy Council 570835744 9 X X X $430,000 00 Schedule A, L1 1 (Fon'n 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0020 Donors Capital Fund, Inc 54-1934032 A, Line 11(h) (continued) Name of supported (ii) EIN Type 01 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 (see column (I) listed in column of your column (I) |nstructlona)) your governing suport'I organized in the doucmnetState Policy Network 57-0952531 9 X X X $2.925.413 00 Public Service Research Foundation 564442675 9 X X X $40,000 00 Georgia Family Education and Research Council 584928520 9 X X X $40.00! 00 Georgia Public Policy Foundation 534943161 9 X X X $15,000 00 National Right to Work Legal Defense Foundation, Inc 594588825 9 X X X $20,000 00 James Madison Institute for Public Policy 59-2811908 9 X X X 5303.500 00 Alabama Policy Institute 63-0809568 9 X X X $97,000 00 Center tor Public Policy 840797905 9 X X X $63,500 00 Adventures in Missions 650133113 9 X X X $500 00 Youth Conference Ministries 710941809 9 X X X $5,200 00 Oklahoma Council of Public Affairs 734436375 9 X X X $79.000 00 Security Research Associates, Inc 742209420 9 X X X 535.000 00 Texas Public Policy Foundation 742524057 9 X X X $67.347 00 Tnnity School of Midland Texas 750995803 9 X X X $5,000 00 Midland - Odessa Chorale 754301544 9 X X X 55.125 00 National Center for Policy Analysis 754804932 9 X X X $10.000 O0 EastWest Ministries lntemational 752486132 9 X X X $2,400 00 watermark Community Church 752830999 1 X X X 5300 00 Teen F L O W Youth Ministnes 75-2599609 1 X X X $1,200 00 Midland Community Theatre 756003774 9 X X X $1,200 00 Stewards of the Range. Inc 820472269 9 X X X $10,000 00 Young Life 840385934 9 X X X $15,250 00 Mountain States Legal Foundation 840736725 9 X X X $40,000 00 independence institute 840990300 9 X X X $154,000 00 Rio Grande Foundation 8543465446 9 X X X $135,000 00 Goldwater insmute 860597661 9 X X X $127,000 00 Schedule A, L1 1 (Form 990 or 990EZ) 2012 CITIZENAUDIT.ORG PAGE #0021 Donors Capital Fund, Inc 54-1934032 A, Line 11(h) (continued) 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 (see column (I) listed in column (I) oI your column (I) InstructIons)) your goveming suport7 organized in the doucmnet7 Si.ithei1and Institute 8743531727 9 X X X $60,000 00 Nevada Policy Research Institute 88-0276314 9 X X X $95,000 00 Washington Policy Center 914752769 9 X X X $52,000 00 Habitat for Humanity International 914914868 9 X X X $500 00 Cascade Policy Institute 934045925 9 X X X $15,000 00 Institute for Humane Studies 944623852 9 X X X $530,374 00 Pacic Legal Foundation 94-2197343 9 X X X $50,000 00 Pacic Research Institute for Public Policy 942528433 9 X X X $202,000 00 Atlas Economic Research Foundation 942763845 9 X X X $165,000 00 Freedom Foundation 9445136961 9 X X X $178,500 00 Students for Liberty 948435899 9 X X X $100,000 00 Focus on the Family 953188150 9 X X X $1,200 00 Reason Foundation 95-3298239 9 X X X $217,866 00 Claremont Institute 953443202 9 X X X $38,000 00 David Horowitz Freedom Center 954194642 9 X X X $100,000 00 Campus Cmsade for Christ 956006173 9 X X X 53,000 00 Asian Access 9545120530 9 X X X $600 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0022 Schedule A (Form 990 or 990-EZ) 2012 Donors Capital Fund, Inc 54-1934032 Page 2 IPBI1 ll |Support 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 ;gf.ian'gV3'' "5a' Year 2008 2009 201 o 201 1 2012 (I) 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 from line 4 1 Section B. Total Support Calendar year (or fiscal year beginning in) 2008 2009 2010 201 1 2012 (0 Total l N 7 Amounts from line 4 1 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(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 14 Public support percentage for 2012 (line 6, column divided by line 11, column 14 15 Public support percentage from 2011 Schedule A, Part II, line 14 15 16a 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 D b 33-113% 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 D 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 D 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 E 1 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 1 BAA Schedule A (Form 990 or 990-EZ) 2012 TEEA0402 08/09! l 2 CITIZENAUDIT.ORG PAGE #0023 Schedule A (Form 990 or 990-EZ) 2012 Donors capital Fund, Inc 541934o32 Page 3 [Part 111 l|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.) Section A. Public Support Calendar year (or fiscal yr beginning in) 2008 2009 (C) 2010 (cl) 201 1 2012 (0 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 levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 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) (3) 2008 2009 (C) 2010 201 1 (6) 2012 (1) 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 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, 1 i 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 organization, check this box and stop here 5 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. 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 D 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 P BAA TEEA0403 08/09/12 Schedule A (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0024 (Form 990 2012 Donors Capital Fund, Inc 54-1934032 Page 4 Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part Ill, line 12. Also complete this part for any additional information. (See instructions). BAA Schedule A (Form 990 or 990-EZ) 2012 TEEAO404 08/10/12 CITIZENAUDIT.ORG PAGE #0025 SCHEDULE D OMB No 1545-0047 - (Form 990) Supplemental Financial Statements 2012 P 1f1"2' a ines . . . a. c, e, a, or . pen to,,u ic Attach to Form 990. See separate instructions. .. Jnspectioh l\ i Name of the organization Employer identication number Donors Capital Fund, Inc 541934032 lp 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 1 6 2 Aggregate contributions to (during year) 55 254 703 3 Aggregate grants from (during yearAggregate value at end of year . 3 6 2 69 849 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? E|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? EYes D No [Part 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 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. 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 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 No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year D 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 |:|Yes No 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 [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. 1 a If the organization elected, as permitted under SFAS I I6 (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 H6 (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 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 I16 (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. TEEA330I 09/18/12 Schedule D (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0026 Schedule 9 (Form 990) 2012 Donors Capital Fund, Inc 541934032 Page 2 lpin 1| 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 Provide 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 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? D Yes BN0 [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. 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 BNO Amount c Beginning balance . 1 c d Additions during the year 1 cl e Distributions during the year . 1 e f Ending balance 1 f 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 IPartV ll Endowment Funds. Complete if the or anization answered 'Yes' to Form 990, Part IV, line 10. Current Prior year Two years Three years Four years 1aBeQ||'1l1|nQ Ofyeaf balance 35,566,731. 31,734,450. 55,375,240. 55,286,390. 94,469,464. 55,254,703. 60,622,937. 14,575,630. 56,570,167. 41,649,571. c Net investment earnings, gains, and losses 2,478,964. 497,225. 3,761,905. 3,917,740. -9,422,190. 56,114,235. 56, 612,510. 41,100,998. 59,778,237. 70,858,213. e Other expenditures for facilities and programs 205,355. 12,686. 496,574. 0. 0. f Administrative expenses 710,959. 662,685. 380,753. 620,820. 552,242. 9End ofyear balance 36,269,849. 35,566,731. 31,734,450. 55,375,240. 55,286,390. 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 (investment) basis (other) depreciation 1 a Land l b Buildings c Leasehold improvements d Equipment e Other Total. Add lines la through 1e. (Column must equal Form 990, Part X, column (8), line I0(c) P BAA Schedule D (Form 990) 2012 Book value TEEA3302 06/07! I 2 CITIZENAUDIT.ORG PAGE #0027 Schedule 0 (Form 990) 2012 Donors Capital Fund, Inc 541934032 Page 3 [Part VII [Investments Other Securities. See Form 990, Part X, line I2. Description of security or category Book value Method of valuation' Cost or (including name of security) end-of-year market value (1) Financial derivatives (2) Closely-held equity interests (3) Other Total. (Column must equal Form 990, Pan X, column (8) line 72 [Part [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 (1) (2) (3) (4) (5) (5) (7) (8) (9) (10) Total. (Column must equal Form 990, Part X, column (B) line I3 [Fart IX [Other Assets. See Form 990, Part X, line 15. Description Book value (1) Investment in Caxton Select LLC 1, 339, 964. (2) Investment in DCF LLC 778, 688 . (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column must equal Form 990, Part X, column (B), line 75.) 2 118 652 [Part X [Other Liabilities. See Form 990, Part X, line 25. Description of liability Book value (1) Federal income taxes (2) Amount due Donors Trust, Inc. 110, 755 . (3) Price adjustment on sale of stock 150, 761 . (4) (5) (6) (7) (8) (9) (10) (11) Total. (Column must equal Form 990, Part X, column (B) line (ASC 740) Footnote In Part 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) Check here if the text of the footnote has been provided in Part BAA TEEA33D3 1 2/23/12 El Schedule D (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0028 $Chedu|eD(F0rm 990) 2012 Donors Capital Fund, Inc 54-1934032 Wart XI I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Page 4 1 Total revenue, gains, and other support per audited financial statements 2 Amounts included on line I but not on Form 990, Part line I2: a Net unrealized gains on investments b Donated services and use of facilities c Recoveries of prior year grants d Other (Describe in Part e Add lines 2a through 2d 3 Subtract line 2e from line 1 . 4 Amounts included on Form 990, Part line I2, but not on line 1' a Investment expenses not included on Form 990, Part line 7b b Other (Describe in Part c Add lines 4a and 4b 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12) 1 57, 733, 667. 2a 973,526. 2b 2c 2d 29 973,526. 3 56,760,141. 4a 4b 4c 5 56,760,141. |Part XII [Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited financial statements 2 Amounts included on line I but not on Form 990, Part IX, line 25: a Donated services and use of facilities b Prior year adjustments c Other losses cl Other (Describe in Part e Add lines 2a through 2d 3 Subtract line 2e from line 1 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 b Other (Describe in Part c Add lines 4a and 4b 5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) IPart I Supplemental Information 1 56,875,50656,875,506. 4a 5 417 141,497. 141,497. 5 57,017,003. Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part lines la and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part Xll, lines 2d and 4b. Also complete this part to provide any additional information. BAA TEEA33D4 Schedule D (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0029 (Form 990) 2012 Donors Capital Fund, Inc 541934o32 Page 5 Supplemental Information (continued) S BAA TEEA3305 Schedule D (Form 990) 2012 1 CITIZENAUDIT.ORG PAGE #0030 OMB No 1545-0047 1 Grants and Other Assistance to Organizations, Governments, and Individuals in the United States Complete if the organization answered 'Yes' to Form 990, Part IV, line 21 or 22. De artme t of the Treasu Rgvenue Service ry Attach to Form 990' Employer Identication number 54-1934032 Name oi the organization Donors Capital Fund, 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 assistance? . . E]Yes BN0 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 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. 1 Name and address of organization EIN IRC section Amount ot cash grant Amount of non-cash (I) Method of valuation Description oi Purpose of grant oi government if applicable assistance (book, FMV, appraisal, non-cash assistance or assistance other) 11). See. <_:c1n_t_i n_u_aL i_o_n_ Base s 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . 173 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. TEEA3901 11/30/12 Schedule I (Form 990) (2012) CITIZENAUDIT.ORG PAGE #0031 Schedule I (Form 990) (2012) Donors Capital Fund, Inc 54l934032 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. Type of grant or assistance Number of Amount of Amount of Method of valuation (book, 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 required in Part I, line 2, Part column and any other additional information. Pt I Line 2 Each _q_rar;t_ is _by_a_ _s_taLi_ng_t_h_a1; _i_f_t_h_e_g.r_aI_1t_ _i accented . Pt I Line 2 it i1i_l_l_r;o_t_lge_ ye_d_ t;o_ _I_>n_e_fit_ _ar_11 disqyLi_f_ied_ per_s9r_1 ;C1l_t_S Pt I Line 2 ar_e_n1a_dle _5_0_1 p1_1b_l_ig _char_' _ies . Ih_e_ Qr_q_ar_1i_z_a:i_o_n_ r_e_l_ies_ u2o_n_ .t_h_e Pt I Line 2 _p_rg '1ed_ by r;d_ _iI; 'yidu_a; _s_tat_e_sL _r_uIes_ and. Pt I Line 2 1;egu1_a_ti gn_s_ a_p_p; i_c_abIe_ 1:9 _s;1gI; _c1_1a_r_i1:i_e_s_. _G_r_aI;t_e _myt_ _agr_e_e_1;h_a1: _g_rnt_ :fun_d _P_c Li_n_e_ 2 _a_r_e_r1o_t_ t_o_ be _u ed. .gr_ gr. _a;13L _type_ 9: _p9Ii_t_i a_l_ <;t_i1ri_ty_- . BAA Schedule I (Form 990) (2012) TEEA3902 1/02/l3 CITIZENAUDIT.ORG PAGE #0032 SCHEDULE J (Form 990) Department or the Treasury Internal Revenue Service 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. Name of the organization Donors Capital Fund. Inc 54-1934032 Questions Regarding Compensation 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 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, 4 5 VII, Section A, line la. Complete Part to provide any relevant information regarding these items. First-class or charter travel |:lHousIng allowance or residence for personal use E|Payments for business use of personal residence |:|Health or social club dues or Initiation fees D Travel for companions D Tax indemnification and gross-up payments D Discretionary spending account l:]Personal 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 complete Part to explain trustees, and the CEO/Executive Director, regarding the items checked in line la? 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, but explain in Part ljwritten employment contract E]CompensatIori survey or study El Compensation committee Independent compensation consultant D Form 990 of other organizations |:|Approval by the board or compensation committee 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(c)(3) and 501(c)(4) organizations must complete lines 5-9. For persons listed in Form 990, Part VII. Section A, line la. did the organization pay or accrue any compensation contingent on the revenues of. a The organization? b Any related organization? If 'Yes to line 5a or Sb, 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 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 If Yes, describe in Part 9 If 'Yes to line 8, did the organization also follow the rebuttable presumption procedure described In Regulations BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. section 12/10/12 OMB No 154543047 2012 Employer identication number 7 X 8 X 9 Schedule J (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0033 Schedule J (Form 990) 2012 Donors Capital Fund, Inc 54-1934032 Page 2 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 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 Ia, applicable columns (D) and (E) amounts for that individual. (A) Name and Title (B) Breakdown of W-2 and/or I099-MISC compensation (E) Total of (F) Compensation (C) Retirement (D) Nontaxable reported as Base compensation and other benefits deferred compensation (ii) Bonus and Other incentive reportable compensation compensation deferred in prior Form 990 Whitney L Ball 1 President (ii) Jeffrey C Zysik 2 Asst . Treas . Sec. (I) (ii) 3 (ii) (I) (ii) (ii) (ii) (ii) (ii) 10 (ii) 11 (ii) (ii) 12 (ii) 13 (ii) 14 (I) (ii) 15 (ii) 16 (ii) BAA TEE2 2"2 Schedule J (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0034 ScheduIeJ(Form 990)2012 Donors Capital Fund, Inc 541934032 Page 3 Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part i, lines iafor Part II. Also complete this part for any additional information. Pt I Line 3 The related i_o_n_ _ap2r_o1_r;l_ by. _tL1e .1: Li_n_e_ 3. _c_or_nmLt1: an_d_ Egrrn_ 9_9_0_ gf_ 9;h_e; _o_rga _c_o;n2e_n at_i9r_1 . BAA Schedule J (Form 990) 2012 TEEA4103 12/11/12 CITIZENAUDIT.ORG PAGE #0035 SCHEDULE M (Form 990) Noncash Contributions Complete if the or anizations answered Yes on Form 990, art IV, lines 29 or 30. Department of the Treasury Anach to Form 990 Internal Revenue Service Name of the organization Donors Capital Fund, Inc II Types of Property Etnagiaalltaia Employer identication number 54-1934032 (3) (C) Check if Number of Noncash contribution applicable contributions or amounts reported on Form 990 items contributed Part line lg Method of determining noncash contribution amounts Art Works of art Art Historical treasures Art Fractional interests Books and publications Clothing and household goods I Cars and other vehicles Boats and planes Intellectual property Securities Publicly traded X I- 10.284. 703. Averaqe value 9 Securities Closely held stock I Securities Partnership. LLC, or trust interests Securities Miscellaneous _i N _i (0 Qualified conservation contribution Historic structures 14 Qualified conservation contribution Other . 15 Real estate Residential 16 Real estate Commercial 17 Real estate Other 18 Collectibles 19 Food inventory 20 Drugs and medical supplies 21 Taxidermy 22 Historical artifacts 23 Scientific specimens 24 Archeological artifacts 25 Other 25 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 Acknowledgement 303 During the year, did the organization receive by contribution any property reported in Part I, lines l-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 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. I2/'l0ll 2 29 exempt Schedule M (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0036 Schedule M (Form 990) 2012 Donors Capital Fund, Inc 54-1934032 Page 2 Supplemental 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. BAA TEEA4602 12/10/12 Schedule M (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0037 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ iwisi . (Fonn 990 or 990-EZ) 2 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Department of the Treasury open [9 Pubhc lmemal Revenue semce Attach to Form 990 or 990-EZ. inspection Name of the organization Employer identication number Donors Capital Fund. Inc 54-1934032 Pt VI, Line 11b FORM 990 REVIEWED BY PRESIDENT CFO PRIOR TO FILING. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-E2. 12/8/12 Schedule 0 (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0038 SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Service Related Organizations and Unrelated Partnerships Complete if the org Attach to Form 990. See separate instructions. OMB No 1545-0047 2012 anization answered 'Yes' to Form 990, Part IV, line 33, 34. 35, 36. or 37. Name of the organization Donors Capital Fund, Inc Employer identication number [Partl Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.) (3) Name, address, and EIN (if applicable) of disregarded entity (0 Direct controlling entity (8) End-of-year assets Total income Legal domicile (state or foreign country) Primary activity .01 per. LLC .1392; 1391 Land MD Donors Capital Fund Inc 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 (0 Direct controlling entity Exempt Code section (6) Public charit status (if section 5 Legal domicile (state or foreign country) (Ea) Sec 51 controlled entity? No Yes .0) D9_n_o; _T_rt_1at4 _lQ9_ _N9r_t_h_Iie_nr1 _S1:re_e1: L4 522166327 Grant making organization Hold raw MD 501(c)(3) BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 12/23/12 Schedule R (Form 990) 2012 l CITIZENAUDIT.ORG PAGE #0039 $ChedU|eR(F0rm 990) 2012 Donors Capital Fund, Inc 541934032 P6962 pm 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.) (9) (5) (C) I (0 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 N 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.) (C) (0 (9) Name, address, and EIN of related organization Primary activity Legal domicile Direct Type of entity Share of Share of end-of- Percentage Sec 5l2(b)(l3) (state or foreign controlling (C corp, S corp. total income year assets ownership controlled entity? country) entity or trust) Y N es 0 BAA TEEA5002 12/28/12 Schedule R (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0040 Schedule R (Form 990) 2012 Donors Capital Fund, Inc R Transactions With Related Organizations (Complete if the organization answered 'Yes to Form 990, Part IV, line 34, 35b, or 36.) Note. Complete line 1 if any entity IS listed in Parts II, I, 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 i) 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) CUDUUO Dividends from related organization(s) 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) 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) rn 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) 0 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) s Other transfer of cash or property from related organization(s) 54-1934032 Page 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. (3) Name of other organization (C) Transaction Amount involved Method of determining type amount involved (1) - no controlled organization as defined by IRC 512(b) (13) (2) (3) (4) (5) (5) BAA TEEA5003 12/28/12 Schedule R (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0041 Schedule R (Form 990) 2012 Donors Capital Fund, Inc 54-1934032 Page 4 P'a'Ft 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. (0 (9) (I) (I) (10 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) SeCl|0l'l 512-514BAA TEEA5004 i2/28/12 Schedule R (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0042 Schedule R (Form 990) 2012 Donors Capital Fund, P571 Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions). Inc 54-1934032 P399 5 TEEA5005 i2/2s/i2 Schedule R (Form 990) 2012 CITIZENAUDIT.ORG PAGE #0043 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. la) (cl 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) Maclver Institute 44 East Mifin Street Suite 201 Madison. WI 53703 26-2539114 501(c)(3) $30,000 00 tor direct mail program University of Chicago Ida Noyes Hall 1212 E 59th Street tor the Chicago Careers in Chicago, IL 60637 36-2177139 501(c)(3) $50,000 00 Journalism Program Franklin Center 1229 King Street 3rd Floor tor the 2012 news bureau and Alexandria, VA 22314 26-4066298 501(c)(3) $96,004 00 investigative reporter eorts Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia, PA 19102 2347419796 501(c)(3) $150,000 00 for general operations DonorsTnist 109 North Henry Street Alexandria, VA 22314-2903 522166327 501(c)(3) $500,000 00 for a donor advised fund Foundation for Jewish Camping, Inc 15 West 36th Street, 13th FL New York, NY 10018 22-3551013 501(c)(3) $5,000,000 00 for 2012 operations Illinois Taxpayer Education Foundation 407 South Dearborn Street Suite 1 170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 for general operations Institute on Religion 8. Democracy 1023 15th Street, NW Suite 601 Washington, DC 20005-2601 52-1265221 501(c)(3) $25,000 00 for the CP Project Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0044 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndviduals 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 (cl IRC Section if Applicable Id) Amount of Cash Grant (6) Amount of Non-Cash Assistance (1) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance (ht Purpose of Grant or Assistance Project Ventas 1214 West Boston Post Road Number 145 Mamaroneck, NY 10543 27-2894856 501(c)(3) $25,000 00 NIA NIA tor O'KeeIe exposes I Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $50,000 00 NIA NIA lor the CP Project Competitive Enterprise Institute 1699 L Street, NW Floor 12 Washington, DC 20036-3804 52-1351785 501(c)(3) $100,000 00 Reason Foundation 5737 Mesmer Avenue Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $100,000 00 for general operations for the Reason on Campus PIOIECI American Council of Trustees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 52-1 870003 501(c)(3) $600,000 00 for general operations Heartland Institute One South Wacker Drive Suite 2740 Chicago, IL 60606 36-3309812 501(c)(3) $1,000,000 00 for general operations Bar-llan University 160 East 56th Street New York, NY 10022 1 3-61 92275 501(c)(3) $5,000,000 00 for the Galilee Medical Center State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $1,890,000 00 for grants administration Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0045 Donors Capital Fund, Inc 54-1934032 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 (dl Amount of Cash Grant Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance lh) Purpose of Grant or Assistance Reason Foundation 5737 Mesmer Avenue Los Angeles. CA 90230-6316 953298239 501 $40,000 00 for Real Clear Policy advertising Jerusalem Institute for Market Studies 9728 South Crescent View Drive Boynton Beach, FL 33437 2043105601 501(c)(3) $50,000 00 tor general operations Judicial Education Project 3007 P Street, NW Washington, DC 20007 20-2466871 501(c)(3) $400,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $5,000 00 for the benet of Frontier Lab Freedom Foundation PO Box 552 Olympia. WA 98507 94-3136961 501 $40,000 00 for the Electoral College project Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 25-4066298 501(c)(3) $50,000 00 for the Capacities fundraiser State Budget Solutions 6400 Kings Crest Court Chestereld, VA 23832 27-1501919 501(c)(3) $250,000 00 for the benet of State Budget Solutions State Budget Solutions 6400 Kings Crest Court Chestereld, VA 23832 27-1501919 501(c)(3) $250,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0046 Donors Capital Fund, Inc 54-1934032 l, Grants to Organizations and lndviduals in the U 8 Part II, Grants to Organizations and Governments in the U.S. (2) Name and Address of Organization or Government lb) EIN (cl IRC Section if Applicable (dl Amount of Cash Grant (el Amount of Non-Cash Assistance tf) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Amencan Maionty PO Box 87 Purcell le, VA 20134 26-1 501 154 501(c)(3) $300,000 00 for grassroots participation grants Lucy Burns Institute 301 South Bedtord Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $500,000 00 for general operations American Majority PO Box 67 Purcell lle, VA 20134 26-1501154 501(c)(3) $750,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501 $2,000,000 00 for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 7222:! 270271657 501(c)(3) $5,000 00 to support ioumalism operations in Arkansas Public Policy Foundation ot West Virginia PO Box 1118 Morgantown, WV 26505 20-5955827 501(c)(3) $8,800 00 to continue ioumalism program Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $8,996 00 to continue iournalism program in partnership with statehouse bureau Maclver Institute 44 East Mifflin Street Suite 201 Madison, WI 53703 26-2639114 501(c)(3) $10,000 00 to continue ioumalism program Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0047 Donors Capital Fund, Inc 54-1934032 5 I, Grants to Organizations and Indviduals in the U S Part II, Grants to Organizations and Governments in the U.S. (3) (6) If) I9) Name and Address of EIN IRC Amount of Amount of Method 01 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 3th Floor to provide interactive stories Boston, MA 02109-3501 22-2632081 501(c)(3) $10,000 00 focused on waste and abuse Franklin Center 1229 King Street 3rd Floor for ioumalism operations at Alexandria, VA 22314 26-4066298 501(c)(3) $12,851 00 NIA Nevada News Bureau Georgia Public Policy Foundation continue ioumalism program. 6100 Lake Forrest Drive, Suite 110 expand and enhance Atlanta. GA 30328-3835 584943161 501(c)(3) $15,000 00 education and interaction James Madison Institute for Public Policy The Columns 100 North Duval Street to support statehouse Tallahassee, FL 32301 59-2811908 501(c)(3) $15,000 00 reporting Kansas Policy Institute 250 N Water St . #216 to continue ioumalism Wlchita, KS 672024215 234047821 501(c)(3) $15,000 00 program Idaho Freedom Foundation to continue and build on PO Box 2801 successes of BOISE, ID 83701 2641783048 501(c)(3) $20,000 00 program Maclver Institute 44 East Mitin Street Suite 201 to continue ioumalism Madison, WI 53703 26-2639114 501(c)(3) $20,000 00 program Idaho Freedom Foundation continue statehouse reporting PO Box 2801 program 8. solidify premiere Boise, ID 83701 26-3783048 501(c)(3) $25,000 00 news outlet role Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0048 Donors Capital Fund, Inc. 54-1934032 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 lb) EIN lc) 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 Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) $25,000 00 to continue journalism program Kansas Policy Institute 250 N Water St #216 Vwchita, KS 67202-1215 23-7047821 501(c)(3) $25,000 00 to continue daily coverage of state capitol Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $35,000 00 to continue ioumalism program Young Life PO Box 520 Colorado Springs, CO 80901 8441385934 501(c)(3) $600 00 for the Cimarron Region (AF7541 10) First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4,200 00 forjeneral operations Hillander School Endowment Inc, The 1600 West Wadley Ave Midland, TX 79705 26-1616195 501(c)(3) $10,000 00 for the Hillander Building Campaign Pioneer Institute for Public Policy Research 85 Devonshire Street 8th Floor Boston, MA 02109-3501 22-263208 1 501(c)(3) $15,000 00 NIA for ALEC participation Freedom Foundation PO Box 552 Olympia, WA 98507 94-3136961 501(c)(3) $19,500 00 for ALEC participation Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0049 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. la) (C) ld) let (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) James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $20,000 00 for ALEC participation Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $20,000 00 for ALEC participation Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $25,000 00 for ALEC participation Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-05!-37661 501(c)(3) $27,000 00 for ALEC participation I nois Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 50503 41-2057028 501(c)(3) $27,000 00 participation Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $27,000 00 for ALEC participation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 501(c)(3) $27,500 00 for ALEC participation Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 73701 74-2524057 501(c)(3) $34,000 00 for ALEC participation John Locke Foundation Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0050 Donors Capital Fund, Inc 54-1934032 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 (C) IRC Section if Applicable (dl 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 Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $2,000 00 for ALEC participation Alabama Policy Institute 402 Office Park Drive Suite 300 Birmingham, AL 35223 6250809568 501 $2,000 00 for ALEC participation Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $2,000 00 for ALEC participation Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg. PA 17101 23-2473845 501(c)(3) $2.000 00 for ALEC participation Montana Policy Institute 67 west Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $2,000 00 for ALEC participation Pacic Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco. CA 94111 9114528433 501(c)(3) $2,000 00 for ALEC participation Pioneer Institute for Public Policy Research 85 Devonshire Street 8th Floor Boston, MA 02109-3501 222632081 501(c)(3) 32,500 00 to support ongoing ioumalism operations American Majority PO Box 87 26-1501154 501(c)(3) $3,500 00 for the NASCAR Project Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0051 Donors Capital Fund, Inc 54-1934032 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 (C) IRC Section if Applicable 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 Suthertand Institute Gateway Tower West Building 15 West South Temple. Suite 200 Salt Lake City, UT 84101 870531727 501(c)(3) 37.500 00 to support ioumalism operations Alabama Policy Institute 402 Ofce Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) $10,000 00 to support ongoing youmalism operations John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 501(c)(3) $10,000 00 to support ongoing ioumalism operations Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 05108 52-1358144 501(c)(3) $10,000 00 to support ongoing ioumalism operations Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $12,500 00 to support ongoing ioumalism operations Maclver Institute 44 East Mifflin Street Suite 201 Madison, WI 53703 26-26391 14 501(c)(3) $12,500 00 to suppon ioumalism operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $12,500 00 to support ongoing goumalism operations Nevada Policy Research Institute 7130 Placid Street Las Vegas. NV 89119 8841276314 501(c)(3) $12,500 00 to support ongoing ioumalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0052 Donors Capital Fund, Inc 54-1934032 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 ld) 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 Public Policy Foundation of West Virginia PO Box 1 118 Morgantown, 26505 20-5955827 501(c)(3) $12,500 00 to support ioumalim operations Freedom Foundation PO Box 552 Olympia, WA 98507 9445136961 501(c)(3) $15,000 00 to support ioumalism operations Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans. LA 70130 26-1704791 501(c)(3) $15,000 00 to support ongoing operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $17,500 00 to support ongoing ioumalism operations Freedom Foundation of MN 900 2nd Avenue South Suite 570 Minneapolis, MN 55402 3641592698 501(c)(3) $17,500 00 to support ongoing ioumalism operations Independence Institute 727 East 16th Avenue Denver, CO 80203 8441990300 501(c)(3) $17,500 00 to support ongoing ioumalism operations Josiah Bartlett Center for Public Policy PO Box 897 Concord. NH 03302-0897 223235650 501(c)(3) $17,500 00 to support ongoing ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 2641066295 501(c)(3) $20,000 00 to re-establish ]OLlfl1al|Sm operations in Oregon 10 Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0053 Donors Capital Fund, Inc 54-1934032 11 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 lc) IRC Section if Applicable Amount of Cash Grant le) 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 W Pope Civitas lnstitute 100 South Harrington Street Raleigh. NC 27603 20-2454741 501 $20,000 00 to suppon ongoing ioumalism operations Maine Heritage Policy Center PO Box 7629 Portland, ME 04112 2243888250 501(c)(3) $20,000 00 to support ongoing ioumalism operations MarylandReporter com, Inc 6392 Shadowshape Place Columbia, MD 21045-4527 27-0853867 501(c)(3) $20,000 00 to support ongoing ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $22,500 00 to support ongoing ]OUl'a|lSl'l'I operations in North Dakota Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $22,500 00 to support ongoing ioumalism operations in Missouri Idaho Freedom Foundation PO Box 2801 Boise, ID 33701 26-3753048 501(c)(3) $22,500 00 NIA to support ongoing ioumalism operations Missouri News Horizon 6 Whitechapel Court Glen Carbon, IL 62034 27-0992279 501(c)(3) $22,500 00 to support ongoing ioumalism operations Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20259146| 501(c)(3) $22,500 00 to support ongoing ioumalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0054 Donors Capital Fund, Inc 54-1934032 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 (5) EIN (C) IRC Section if Applicable Amount of Cash Grant let Amount of Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance 12 th) Purpose of Grant or Assistance Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $25,000 00 to re-establish Journalism operations in Ohio Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 501(c)(3) $25,000 00 to support ioumalism operations Texas Watchdog 945 McKinney Street #221 Houston, TX 77002 263057133 501(c)(3) $25,000 00 to support toumalism operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $27,500 00 to support ioumalism operations Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 850468446 501(c)(3) $30,000 00 to support ongoing ioumaltsm operations I nois Policy Institute 190 South LaSa||e Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $32,500 00 to support ioumalism operations Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $37,500 00 to support ongoing journalism operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee. FL 32301 59-2811908 501(c)(3) $37,500 00 to support ongoing journalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0055 Donors Capital Fund. Inc 54-1934032 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. (al Name and Address of Organization or Government EIN IRC Section if Applicable (dl Amount of Cash Grant (9) Amount of Non-Cash Assistance (Y) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance TNReport corn News Service, Inc Buflalo Valley, TN 335480119 27-1188570 501 $37,500 00 to support ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 501(c)(3) $50,000 00 to support ioumalism operations in Franklin Center 1229 King Street 3rd Floor Alexandna, VA 22314 2541066298 501(c)(3) $50,000 00 to support ioumalism operations in Virginia Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 to support ioumalism operations in Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 25-4066298 501(c)(3) $50,000 00 to support ongoing ioumalism operations in Nebraska Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 501(c)(3) $50,000 00 to support ongoing Journalism operations in Kansas Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $50,000 00 to support ongoing ioumalism operations in Iowa Franklin Center 1229 King Street 3rd Floor Alexandna, VA 22314 264066298 501(c)(3) $50,000 00 to support ongoing ioumalism operations in Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0056 Donors Capital Fund, Inc 54-1934032 14 I, Grants to Organizations and Part II, Grants to Organizations and Governments in the U.S. la) (C) (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) Pacic Research Institute for Public Policy One Embarcadero Center Suite 350 to support ongoing ioumalism San Francisco, CA 94111 94-2528433 501(c)(3) $50,000 00 operations Small Business HI Entrepr Edu 6600 Kalanianaole Highway Suite 212 to support ongoing ioumalism Honolulu, HI 96625 26-1210792 501(c)(3) $50,000 00 operations South Carolina Policy Council 1323 Pendleton Street to support ]OUlTla|l5m Columbia, SC 29201-3715 57-0835744 501(c)(3) $50,000 00 operations Mackinac Center for Public Policy 140 West Main Street PO Box 566 Midland, MI 46640-0568 38-2701547 501(c)(3) $60,000 00 for messaging Franklin Center 1229 King Street 3rd Floor to support ongoing ioumalism Alexandria, VA 22314 26-4066298 501(c)(3) $65,000 00 operations in Oklahoma Franklin Center 1229 King Street to support ongoing Journalism 3rd Floor oerations at Nevada News Alexandria, VA 22314 26-4066298 501(c)(3) $75,000 on Bureau Mackinac Center for Public Policy 140 West Main Street PO Box 568 to support ongoing ioumalism Midland, MI 48640-0568 38-2701547 501(c)(3) $75,000 00 operations inois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0057 Donors Capital Fund, Inc. 54-1934032 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 (D) (C) IRC Section if Applicable (dl Amount of Cash Grant tel Amount of Non-Cash Assistance Method of Valuation (book, FMV, appraisal. other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 -0797905 501(c)(3) $9,250 00 for support at MCPP's February 21-24, 2012 Summit American Legislative Exchange Counctl 1101 Vermont Avenue, NW 11th Floor Washington. DC 20005 0140979 501(c)(3) $17,500 00 NIA for SPN's membership Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 436375 501(c)(3) 525.000 00 for ALEC participation Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 osezsa 501(c)(3) $50,000 00 for the support of ioumalism operations at TNReport com News Service, Inc Student Free Press Association 4771 Mechanic Road Hillsdale, MI 49242 277658 501(c)(3) $100,000 00 NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 6327 501(c)(3) $450,000 00 for general operations Institute for Humane Studies 3351 Fairfax Drive MSN 1C5 Arlington, VA 22201 623852 501(c)(3) $530,374 00 for general operations Americans for Limited Government Research Foundation 9900 Main Street, Suite 303 Farrfax, VA 22031 501(c)(3) $2,000,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0058 Donors Capital Fund, Inc 54-1934032 15 l, Grants to Organizations and lndviduals in the U.S Part II. Grants to Organizations and Governments In the U.S. la) (C) (el (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) Lincoln Institute ol Public Opinion Research 5405 Jonestown Road Suite 110 Harrisburg, PA 17112 25-1704705 501(c)(3) $20,000 00 for general operations Free To Choose Network. Inc 2002 Filmore Avenue Suite 1 for Norberg Boudreaux TV Erie, PA 16506 524455677 501 $75,000 00 production Reason Foundation 5737 Mesmer Avenue Los Angeles, CA 90230-6316 953298239 501(c)(3) $77,866 00 for general operations Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 36-2926822 501(c)(3) $160,000 00 for the ICLNIICJN Pro)ect Franklin Center 1229 King Street 3rd Floor for the support ol journalism Alexandria, VA 22314 264066298 501(c)(3) $8,500 00 operations in Arkansas US English Foundation 2000 L Street, NW Suite 702 Washington, DC 20036 52-1524976 501(c)(3) $25,000 00 for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $29,250 00 for messaging Rhode Island Center for Freedom and Prosperity PO Box 10069 for the support ol ]OUF|'la||5lTl Cranston, RI 02910 45-2605369 501(c)(3) $30,000 00 operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0059 Donors Capital Fund, Inc 54-1934032 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 113) 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) 19) Description of Non-Cash Assistance Purpose of Grant or Assistance Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $100,000 00 for election coverage 17 Acton Institute 98 East Fulton Street Grand Rapids. MI 49503 36-2926622 501(c)(3) $110,000 00 for the Civic Literacy Project DonorsTrust 109 North Henry Street Alexandna, VA 22314-2903 52-21 66327 501(c)(3) $15,000 00 for general operations 109 North Henry Street Alexandna. VA 22314-2903 52-2 1 66327 501(c)(3) $150,000 00 for general operations Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1704791 501(c)(3) $20,000 00 for general operations Montana Policy Institute 67 west Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $58,500 00 NIA for general operations Foundation Ior Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $64,500 00 for communication training Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $75,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0060 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and Indviduals in the US Part II. Grans to Organizations and Governments in the us. Name and Address of Organization or Government (bl EIN (cl IRC Section if Applicable Amount of Cash Grant tel Amount of Non-Cash Assistance If) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance 18 Purpose of Grant or Assistance DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-21 66327 501(c)(3) $110,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $175,000 00 for general operations American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 501 $1,300,000 00 to suppon the National Research Initiative inois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 for general operations StudentNewsDaily com PO Box 30353 Edmund. OK 73003 05-0611977 501(c)(3) $25,000 00 James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $68,500 00 for general operations Education Action Group Foundation 801 West Norton Avenue Suite 1 Muskegon, MI 49441 26-08771 1 5 501(c)(3) $15,000 00 NIA for general operations and for general operations expansion Foundation tor Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $50,000 00 Schedule I (Form 990 or 990-EZ) 2012 for general operations CITIZENAUDIT.ORG PAGE #0061 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndviduals in the U S l Part II, Grants to Organizations and Governments in the U.S. la) (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, Non-Cash Grant or Government Applicable Assistance appraisal. Assistance Assistance other) Shane Victonno Foundation 2 Penn Center Plaza Suite 200 Philadelphia, PA 19102 27-1892740 501(c)(3) $50,000 00 for general operations American Friends of Migdal Ohr 1560 Broadway Suite 510 New York, NY 10036 133389558 501(c)(3) 518.000 00 for general operations Centertor Individual Rights 1233 20th Street. NW Suite 300 Washington, DC 20036-1609 52-1600481 501(c)(3) $150,000 00 for general operations DonorsTrust 109 North Henry Street Alexandna, VA 22314-2903 52-2166327 501(c)(3) $100,000 00 for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $25,000 00 for general operations Westchester Community College Foundation Hartford Hall 75 Grasslands Road Valhalla, NY 10595-1693 23-7050397 501(c)(3) $125,000 00 for general operations Illinois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 forgeneral operations First Presbyterian Church-Midland TX for a van for the Rwebisengo 300 West Texas Avenue Fellowship in Midland. TX 79701 501(c)(3) $10,000 00 Uganda Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0062 Donors Capital Fund, Inc 54-1934032 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 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 20 Purpose of Grant or Assistance Secunty Research Associates, Inc 2200 4th Avenue North Number 3 Lake Worth, FL 33461 74-2209420 501(c)(3) $10,000 00 NIA for general operations Freedom Works Foundation 400 North Capitol Street. NW Suite 765 Washington, DC 20001-1564 52-1 526916 501(c)(3) $200,000 00 NIA NIA NIA for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $50,000 00 NIA NIA for general operations Rhode Island Center for Freedom and Prospenty PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $20,000 00 NIA NIA NIA for general operations Stop Educator Sexual Abuse. Misconduct, and Exploitation 10863 Florence Hills Street 10863 Florence Hills Street Las Vegas, NV 89141 14-1798248 501(c)(3) 330.000 00 for general operations American Islamic Congress 1718 M Street, NW Suite 243 Washington, DC 20036 06-1634525 501(c)(3) $25,000 00 NIA for general operations Ayn Rand Institute 2121 Alton Parkway Suite 250 Irvine, CA 92606-4926 22-2570926 501(c)(3) $25,000 00 NIA NIA for general operations Claremont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 953443202 501(c)(3) $28,000 00 NIA for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0063 Donors Capital Fund, 54-1934032 I, Grants to Organizations and Indviduals in the U S. Part II, Grants to Organizations and Governments in the U.S. la) Name and Address of Organization or Government EIN (cl IRC Section if Applicable (dl Amount of Cash Grant (8) Amount of Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance 21 Purpose of Grant or Assistance Harvard Business School Teele Hall Soldiers Field Boston, MA 02163 04-2103580 501(c)(3) $33,333 00 for support of the Jay Light Professorship Friends at Israel Center for Social 8. Economic Progress 100 Front Street Suite 945 West Conshohocken, PA 19428 13-3129249 501(c)(3) $50,000 00 Students for Liberty PO Box 17321 Artington, VA 222167321 94-3435899 501(c)(3) $50,000 00 l for general operations for general operations David Horowitz Freedom Center PO Box 55089 Sherman Oaks, CA 91499-1964 95-4194642 501(c)(3) $100,000 00 for general operations Foundation for Economic Education 30 South Broadway lrvington-on-Hudson, NY 10533-2529 13-6006960 501(c)(3) $100,000 00 for general operations Children's Scholarship Fund 8 West 38th Street 9th Floor New York, NY 10018 13-4002189 501(c)(3) $150,000 00 Institute for Justice 901 North Glebe Road suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $150,000 00 for general operations American Council of Trustees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 52-1 870003 501(c)(3) $300,000 00 NIA for general operations for the Accreditauon Project Schedule I (Form 990 or 990-EZ) 2012 i CITIZENAUDIT.ORG PAGE #0064 Donors Capital Fund, Inc 54-1934032 22 I, Grants to Organizations and lndviduals in the U 5 Part II, Grants to Organizations and Governments in the U.S. (3) 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 Assistance Purpose of Grant or Assistance Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $310,000 00 for general operations ($250,000 00) and JNS Match ($60,000 00) Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676866 501(c)(3) $500,000 00 for the State Laws Project First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $500 00 for Kyle Atchison's June 2012 mission trip to Peni Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $5,000 00 for general operations National Right to Work Legal Defense Foundation, Inc 8001 Braddock Road Springeld, VA 22160-0002 59-1588825 501(c)(3) $20,000 00 for the Wisconsin and Indiana Project Bar-Ilan University 160 East 56th Street New York, NY 10022 1345192275 501(c)(3) $50,000 00 for the School of Communications Moving Picture Institute 375 Greenwich Street New York, NY 10013 20-3237801 501(c)(3) $55,000 00 for the Civic Literacy Project National Strategy Information Center 1730 Rhode Island Avenue, NW Suite 500 Washington, DC 20036-3117 13-1973342 501(c)(3) $100,000 00 for the Media Project Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0065 Donors Capital Fund, Inc 54-1934032 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 (bl EIN IRC Section f Applicable (dl Amount of Cash Grant Amount of Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Grant or Assistance 23 Purpose of Assistance Illtnois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60505-1150 36-3955081 501(c)(3) $7,000 00 for general operations (Israel Emergency Alliance) PO Box 341069 Los Angeles, CA 90034-1069 01-0566033 501(c)(3) $50,000 00 for general operations Ayn Rand Institute 2121 Alton Parkway Suite 250 Irvine, CA 92606-4926 22-2570926 501(c)(3) $300,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $40,000 00 for general operations Greater Houston Community Foundation 4550 Post Oak Place Suite 100 Houston, TX 77027 237160400 501(c)(3) $25,000 00 for a donor-advised fund Stop Educator Sexual Abuse, Misconduct. and Exploitation 10863 Florence Hills Street 10863 Florence Street Las Vegas, NV 89141 14-1798248 501(c)(3) $25,000 00 for general operations God's World Publications, Inc 350 Fifth Avenue Suite 1500 New York, NY 10118 56-0538016 501(c)(3) $40,000 00 for six internships at the World Joumalism Institute Institute on Religion 8. Democracy 1023 15th Street, NW Suite 601 Washington. DC 20005-2601 52-1265221 501(c)(3) $200,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0066 Donors Capital Fund, Inc 54-1934032 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 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 Assistance Purpose of Grant or Assistance 24 Freedom Works Foundation 400 North Capitol Street. NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $250,000 00 for general operations Americans for Prosperity Foundation 2111 Vllson Boulevard Suite 350 VA 22201-3097 52-1 527294 501(c)(3) $10,000 00 NIA for the Maryland Chapter Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 36-3955001 501(c)(3) $7,000 00 NIA for general operations Education Action Group Foundation 801 West Norton Avenue Suite 1 Muskegon, MI 49441 26-08771 15 501(c)(3) $10,000 00 for general operations Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $40,000 00 for general operations DonorsTrust 109 North Henry Street Alexandria. VA 22314-2903 52-2 1 66327 501(c)(3) $100,000 00 for Talent Market program Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $150,000 00 for general operations Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 222014433 544436224 501(c)(3) $150,000 00 for state scal policy work Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0067 Donors Capital Fund, 54-1934032 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 (bl EIN (cl IRC Section if Applicable (dl Amount of Cash Grant (8) Amount of Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance 25 Purpose of Grant or Assistance State Policy Network 1655 North Fort Myer Dnve Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $173,000 00 for general operations Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 208036372 501(c)(3) $250,000 00 for general operations State Budget Solutions 6400 Kings Crest Court Chesterfield, VA 23832 27-1501919 501(c)(3) $300,000 00 for general operations American Majority PO Box 57 Purcell lle. VA 20134 26-1501154 501(c)(3) $780,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandna, VA 22314 26-4066298 501(c)(3) $1,050,000 00 for general operations Young Life PO Box 520 Colorado CO 60901 84-0385934 501(c)(3) $300 00 NIA for Elle in College Life (Austin, TX - TX63) Foundation tor Individual Rights in Education (FIRE) 601 Walnut Street Suite 510 Philadelphia, PA 19106 04-3467254 501(c)(3) 325,000 00 for the Internship Program Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $25,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0068 Donors Capital Fund, Inc 54-1934032 1, Grants to Organizations and lndviduals in the U 5. 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 (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 Purpose of Grant or Assistance Common Sense Institute 2 Berry Lane Randolph, NJ 07869 27-0643638 501(c)(3) $40,000 00 for general operations Central Fund o1 Israel clo Berkman Law Ofce 111 Livingston Street, Suite 1926 Brooklyn, NY 11201 132992985 501(c)(3) $100,000 00 for the support o1Shui-at HaDin's work Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $50,000 00 for general operations Clarion Fund 255 West 36th Street Suite 800 New York, NY 10018 20-584 5679 501(c)(3) $125,000 00 for general operations Imagination Productions 105 East 34th Street Suite 117 New York, NY 10016 26-1264680 501(c)(3) $125,000 00 for the Jerusalem0nlineU corn project Pioneer Institute for Public Policy Research 85 Devonshire Street 8th Floor Boston, MA 02109-3501 22-2632081 501(c)(3) $2,500 00 to support ongoing operations Alabama Policy Institute 402 Office Park Drive Suite 300 Birmingham, AL 35223 630809568 501(c)(3) $10,000 00 to support ongoing ioumalism operations Education Action Group Foundation 801 West Norton Avenue Suite 1 Muskegon, MI 49441 26-08771 15 501(c)(3) $10,000 00 to support operations and expansion Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0069 Donors Capital Fund, Inc. 54-1934032 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 (C) 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 Purpose of Grant or Assistance John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 5646569413 501(c)(3) $10,000 00 to support ongoing ioumalism operations Goldwater Institute 500 East Coronado Road Phoenix,AZ 85004 86-0597661 501(c)(3) $12,500 00 to support ongoing ioumalism operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $12,500 00 to suppoit ongoing ioumalism operations Nevada Policy Research Institute 7130 Placid Street Las Vegas. NV 89119 88-0276314 501(c)(3) $12,500 00 to support ongoing ioumalism operations Education Action Group Foundation 801 West Norton Avenue Suite 1 Muskegon, MI 49441 26-08771 15 501 $15,000 00 to support operations and expansion Freedom Foundation PO Box 552 Olympia, WA 98507 94-31 36961 501(c)(3) $15,000 00 to support journalism operations Pelican Institute for Public Policy 643 Magazine Street Sutte 301 New Orleans, LA 70130 26-1704791 501(c)(3) $15,000 00 to support ongoing ioumalism operations Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston. RI 02910 45-2805369 501(c)(3) $15,000 00 to support ioumalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0070 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndviduals in the U 8 Part II, Grants to Organizations and Governments in the U.S. la) (6) (dl Name and Address of EIN IRC Amount of Organization or Section if Cash Grant Government Applicable Amount of Non-Cash Assistance Method of Valuation (book. FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance 28 Sutherland Institute Gateway Tower West Building 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) 515.000 00 NIA NIA to support ioumalism operations Advance Arkansas Institute 55 Fontenay Circle Liltle Rock, AR 72223 270271657 501(c)(3) $17,500 00 to support ongoing journalism operations Freedom Foundation of MN 900 2nd Avenue South Suite 570 Minneapolis. MN 55402 $17.500 00 354592595 501(c)(3) to support ongoing ioumalism operations Independence Institute 727 East 16th Avenue Denver. co 50203 84-0990300 501(c)(3) 517,500 00 to support ongoing ioumalism operations Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) 517.500 00 to support ongoing ioumalism operations Maine Heritage Policy Center PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) $20,000 00 to support ongoing ioumalism operations MaryIandReporter com, 6392 Shadowshape Place Columbia. MD 21045-4527 27-0a53aa7 501(c)(3) $20,000 00 to support ongoing ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) 522,500 00 to support ongoing ioumalism operations in Missoun Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0071 Donors Capital Fund, Inc 54-1934032 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 to) 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 29 Purpose of Grant or Assistance Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $22,500 00 to support ongoing ioumalism operations in North Dakota Idaho Freedom Foundation PO Box 2801 Boise. ID 63701 26-3783048 501(c)(3) $22,500 00 to support ongoing ioumalism operations MISSOUI1 News Horizon 6 Whitechapel Court Glen Carbon, IL 62034 27-0992279 501(c)(3) $22,500 00 NIA to support ongoing roumalism operations Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman. MT 59715 20-2591461 501(c)(3) $22.500 00 NIA to support ongoing ioumalism operations Alabama Policy Institute 402 Ofce Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) 525.000 00 to support ongoing ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4056298 501(c)(3) 325.000 00 to re-establish journalism operations in Ohio Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $25,000 00 to support ongoing ioumalism operations Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 73701 74-2524057 501(c)(3) $25,000 00 to support ioumalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0072 Donors Capital Fund, Inc. 54-1934032 30 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 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 Purpose of Grant or Assistance Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $27,500 00 to support ]0Ul'l18|ISl'Tl operations Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston. RI 02910 45-2805369 501(c)(3) $30,000 00 to support journalism operations Rio Grande Foundation PO Box 40336 Albuquerque. NM 87196 850468446 501(c)(3) $30,000 00 to support ongoing Journalism operations Americans for Prosperity Foundation 2111 Vllson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $37,500 00 to support ongoing ioumalism operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $37,500 00 to support ongoing ioumalism operations TNReport com News Service, Inc PO Box 119 Buftalo Valley, TN 38548-0119 27-1 188570 501(c)(3) $37,500 00 to support Journalism operations Freedom Foundation of MN 900 2nd Avenue South Suite 570 Minneapolis. MN 55402 364592698 501(c)(3) $40,000 00 to support ongoing ioumalism operations John Locke Foundation 200 West Morgan Street Suite 200 Raleigh. NC 27601 56-1656943 501(c)(3) $40,000 00 to support ongoing ioumalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0073 Donors Capital Fund, Inc 54-1934032 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 (C) 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 31 Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 2243888250 501(c)(3) $40,000 00 to support ongoing Journalism operations Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1704791 501(c)(3) $40,000 00 to support ongoing operations Franklin Center 1229 King Street 3rd Floor Alexandna,VA 22314 264066298 501(c)(3) $50,000 00 to support ongoing ioumalism operations in inois Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066296 501(c)(3) $50,000 00 to support ongoing ioumalism operations in Iowa Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $50,000 00 to support ongoing ioumalism operations in Kansas Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 to support ongoing ioumalism operations in Nebraska Franklin Center 1229 King Street 3rd Floor Alexandna, VA 22314 2641066298 501(c)(3) $50,000 00 to support journalism operations in Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 to support ioumalism operations in Wisconsin Schedule 1 (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0074 Donors Capital Fund, Inc 54-1934032 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 (cl IRC Section if Applicable (dl Amount of Cash Grant (el Amount of Non-Cash Assistance (0 Method of Valuation (hook, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance 32 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 to support ioumalism operations in \rginia Pacic Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $50,000 00 to support ongoing operations Small Business HI Entrepr Edu 6600 Kalanianaole Highway Suite 212 Honolulu, HI 96825 26-1210792 501(c)(3) $50,000 00 to support ongoing ioumalism operations South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $50,000 00 to support journalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $65,000 00 to support ongoing journalism operations in Oklahoma Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $65,000 00 to support ongoing ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $75,000 00 to support ongoing ioumalism oerations at Nevada News Bureau James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $75,000 00 to support ongoing journalism operations Schedule I (Form 990 or 990EZ) 2012 CITIZENAUDIT.ORG PAGE #0075 Donors Capital Fund, Inc 54-1934032 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 (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 33 Purpose of Grant or Assistance Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) 375.000 00 to support ongoing ioumalism operations Pacic Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 942528433 501(c)(3) $100,000 00 to support ongoing ioumalism operations Small Business HI Entrepr Edu 6600 Kalanianaole Highway Suite 212 Honolulu, Hl 96825 261210792 501(c)(3) $100,000 00 to suppon ongoing ioumalism operations South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $200,000 00 to support ioumalism operations Illinois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 3645955081 501(c)(3) $7,000 00 for general operations Stop Educator Sexual Abuse, Misconduct, and Exploitation 10863 Florence Hills Street 10863 Florence Street Las Vegas, NV 89141 14-1798246 501(c)(3) $25,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57O952531 501(c)(3) $10,000 00 for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $30,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0076 Donors Capital Fund, Inc 54-1934032 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 lb) 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 34 South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $100,000 00 for general operations Youth Conference Ministries PO Box 4328 Chattanooga, TN 37405 71-0941809 501(c)(3) $200 00 for general operations Young Life PO Box 520 Colorado Springs, CO 80901 840385934 501(c)(3) $600 00 for the Cimarron Region (AF 75-41 10) First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4,200 00 for general operations Central Fund of Israel clo Berkman Law Olce 111 Livingston Street, suite 1928 Brooklyn, NY 11201 13-2992985 501(c)(3) $75,000 00 for the support of Shurat HaDin's work Center for Independent Thought 1420 walnut street Suite 101 1 Philadelphia, PA 19102 52-0945376 501(c)(3) $100,000 00 for general operations GMU Foundation Department of Economics, Enterprise Hall George Mason University Fairfax, VA 22030 54-1603842 501(c)(3) $500,000 00 NIA for general operations (lacutly improvement) Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartlord, CT 06105 52-1358144 501(c)(3) $10,000 00 to support ongoing ioumalism operation S Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0077 Donors Capital Fund, Inc 54-1934032 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 (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance John W Pope Civitas Institute 100 South Harrington Street Raleigh, NC 27603 20-24 5474 1 501(c)(3) $20,000 00 to support ongoing journalism operations Free To Choose Network. Inc 2002 Filmore Avenue Suite 1 Erie, PA 16506 5244155677 501(c)(3) $25,000 00 for the European Debt DVD project Texas Watchdog 945 McKinney Street #221 Houston. TX 77002 26-3057133 501(c)(3) $25,000 00 to support journalism operations Project Ventas 1214 West Boston Post Road Number 145 Mamaroneck, NY 10543 27-2894556 501(c)(3) $30,000 00 NIA for general operations and expansion Beacon Center of Tennessee PO Box 198646 Nashville. TN 37219 20-1808567 501(c)(3) $40,000 00 to support journalism operations MaryIandReporter corn, Inc 6392 Shadowshape Place Columbia, MD 21045-4527 27-0853887 501(c)(3) $40,000 00 to support ongoing journalism operations Energy 8. Environment Legal Institute 2020 Avenue. NW Suite 186 Washington, DC 20005-1811 26-4239065 501(c)(3) $50,000 00 for the Voter Education Project Nevada Policy Research Institute 7130 Placid Street Las Vegas. NV 89119 88-0276314 501(c)(3) $50,000 00 to support ongoing journalism operations Schedule I (Form 990 or 990EZ) 2012 CITIZENAUDIT.ORG PAGE #0078 Donors Capital Fund, Inc. 544934032 36 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the us. (at (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) Mackinac Center for Public Policy 140 West Main Street PO Box 568 to support ongoing Journalism Midland. MI 48640-0568 38-2701547 501(c)(3) $175,000 00 operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $110,000 00 for a donor-advised fund Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847167 501(c)(3) $50,000 00 lorgeneral operations Students 1or Liberty PO Box 17321 Arlington, VA 22216-7321 94-3435899 501(c)(3) $50,000 00 for general operations Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $54,000 00 for general operations Mastery Charter Schools Foundation 5700 Wayne Avenue Philadelphia, PA 19144 20-5593465 501(c)(3) $1,500,000 00 for general operations Stop Educator Sexual Abuse, Misconduct, and Exploitation 10863 Florence Hills Street 10863 Florence Hills Street Las Vegas, NV 89141 14-1798248 501(c)(3) $45,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 222096108 57-0952531 501(c)(3) $50,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0079 Donors Capital Fund, Inc 54-1934032 37 I. Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. Ia) lb) (cl If) (9) (I'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) Philadelphia School Partnership 150 South Independence Mall West Sue 1200 for general operations Philadelphia, PA 19106 27-3097212 501(c)(3) $1,456,250 00 (matching contributions) Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1 170 Chicago, IL 60605-1150 36-3955061 501(c)(3) $7,000 00 for general operations Center for Union Facts 1090 Vennont Avenue, NW Suite 800 Washington, DC 20005 20-4036946 501(c)(3) $19,000 00 for Shadow bosses Family Taxpayers Foundation 8 East Main Street Carpentersville, IL 60110 36-3895370 501(c)(3) $25,000 00 for general operations Moving Picture Institute 375 Greenwich Street New York, NY 10013 203237801 501(c)(3) $25,000 00 for Bad High School Musical Security Research Associates. Inc 2200 4th Avenue North Number 3 Lake wonh, FL 33461 74-2209420 501(c)(3) $25,000 00 for the C 8. V Project Center for Independent Thought 1420 Walnut Street Suite 1011 Philadelphia, PA 19102 52-0945376 501(c)(3) $40,000 00 for Stossel in the Classroom Project Ventas 1214 West Boston Post Road Number 145 Mamaroneck, NY 10543 27-2894856 501(c)(3) $50,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0080 Donors Capital Fund, Inc. 54-1934032 I, Grants to Organizations and Indviduals in the U 8 Part II. Grants to Organizations and Governments In the U.S. (3) Name and Address of Organization or Government EIN Ic) IRC Section if Applicable Id) Amount of Cash Grant Ie) Amount of Non-Cash Assistance Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Schwab Charitable Gift Fund 101 Montgomery Street San Francisco, CA 94104 31-1640316 501(c)(3) $500,000 00 for The Liberty and Virtue Endowment Suthertand Institute Gateway Tower West Building 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501 $7.500 00 to support ioumalism operations RIO Grande Foundation PO Box 40336 Albuquerque, NM 87196 850468446 501(c)(3) $10,000 00 NIA NIA NIA to support ongoing ioumalism operations and the citizen ioumalism program Idaho Freedom Foundation PO Box 2801 Boise, ID 83701 2645783048 501(c)(3) $35,000 00 to support ongoing ioumalism operations Josiah Bartlett Center tor Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) $35,000 00 to support ongoing journalism operations Mnssoun News Honzon 6 Whitechapel Court Glen Carbon, IL 62034 27-0992279 501(c)(3) $55,000 00 to suppon ongoing ioumalism 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 the Matching Program State Policy Network 1655 North Fort Myer Drive Suite 360 Artington, VA 22209-3108 57-0952531 501(c)(3) $6,000 00 NIA for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0081 Donors Capital Fund, Inc 54-1934032 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 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 Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, Ml 48640-0568 38-2701547 501(c)(3) $15,000 00 for general operations American Principles Project 1420 K Street, NW Suite 300 Washington, DC 20005 264442148 501(c)(3) $25,000 00 for the Pastor: Project Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $30,000 00 for general operations DonorsTrust 109 North Henry Street Alexandna, VA 22314-2903 52-2166327 501(c)(3) $25,000 00 for general operations Americares Foundation, Inc 88 Hamilton Avenue Stamford, CT 06902 06-1008595 501(c)(3) $5,000 00 NIA for general operations Center for Education Reform 910 17th Street. NW 11th Floor Washington, DC 20006 52-1847187 501(c)(3) $10,000 00 for general operations Claramont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 95-3443202 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) $10,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0082 Donors Capital Fund, Inc 54-1934032 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 lf) Method ot Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assista Purpose of Grant or nce Assistance 40 Stewards of the Range. Inc PO Box 1190 Taylor, TX 76574 8243472269 501(c)(3) $10,000 00 for general operations Bill of Rights Institute 200 North Glebe Road Suite 200 Arlington. VA 22203 46-0891418 501(c)(3) $20,000 00 NIA for general operations Freedom Foundation PO Box 552 Olympia, WA 98507 94-3136961 501(c)(3) $20,000 00 for general operations Mercatus Center. GMU George Mason University 3351 North Fairlax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) $20,000 00 for general operations Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 237042029 501(c)(3) $20,000 00 in support of the Reagan Ranch American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0215495 501(c)(3) $40,000 00 NIA NIA NIA for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $40,000 00 for general operations Capital Research Center 1513 16th Street, NW Washington, DC 20036-1480 52-1289734 501(c)(3) $40,000 00 for general operanons Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0083 Donors Capital Fund, Inc 54-1934032 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 (cl IRC Section if Applicable Id) Amount of Cash Grant (9) Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Grant or Assista 41 Purpose of nce Assistance Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $40,000 00 for general operations Center for Individual Rights 1233 20th Street, NW Suite 300 Washington, DC 20036-1609 52-1 600481 501(c)(3) $40,000 00 for general operations Clare Boothe Luce Policy Institute 112 Elden Street Surte P Hemdon, VA 20170 54-1672138 501(c)(3) $40,000 00 for general operations Heritage Foundation 214 Massa husetts Avenue, NE Washington. DC 20002-4999 23-7327730 501(c)(3) $40,000 00 for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $40,000 00 for general operations Mountain States Legal Foundation 2596 South Lewis Way Lakewood. CO 80227 84-0736725 501(c)(3) $40,000 00 for general operations National Center for Public Polrcy Research, Inc 501 Capitol Court, NE Suite 200 DC 20002 52-1226614 501(c)(3) $40,000 00 for general operations National Legal Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 501(c)(3) $40,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0084 Donors Capital Fund, Inc 544934032 42 l, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. (3) lb) (C) (9) (9) 01) 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) Public Service Research Foundation 320 D Maple Avenue, East Vienna, VA 22180 58-1442675 501(c)(3) $40,000 00 for general operations State Policy Network 1655 Nonh Fort Myer Dnve Suite 360 Arlington, VA 22209-3108 570952531 501(c)(3) $40,000 00 for general operations Washington Legal Foundation 2009 Massachusetts Avenue. NW Washington, DC 20036 52-1071570 501(c)(3) $40,000 00 for general operations Young America's Foundation 110 Elden Street Hemdon, VA 20170-4891 23-7042029 501(c)(3) $40,000 00 for general operations Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 501(c)(3) $50,000 00 for general operations Pacic Legal Foundation 930 G Street Sacramento, CA 95814 94-2197343 501(c)(3) $50,000 00 for general operations Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $100,000 00 for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $125,000 00 NIA for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0085 Donors Capital Fund, Inc 54-1934032 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 (9) Amount of Amount of Cash Grant Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance lh) Purpose of Grant or Assistance Midland - Odessa 8. Chorale PO Box 60658 Midland, TX 79711 75-1301544 501(c)(3) $5,125 00 for Annual Fund Concert 8- Friends of Ensembles ($125) Illinois Taxpayer Education Found 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955061 501(c)(3) $7,000 00 for general operations Young Life PO Box 520 Colorado Springs, CO 80901 840385934 501(c)(3) $8,750 00 for the Cimarron Region (AF75-4110) Families Against Mandatory Minimums Foundation 1100 H Street, NW Suite 1000 Washington, DC 20005 52-1750246 501(c)(3) $10,000 00 for general operations Judicial Education Project 3007 P Street, NW Washington, DC 20007 20-2466671 501(c)(3) $130,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066296 501(c)(3) $200,000 00 NIA for election coverage Alabama Policy Institute 402 Office Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) $20,000 00 to support ongoing ioumalism operations Illinois Policy Institute 190 South Lasalle Street Suite 1630 Chicago. IL 60603 41-2057028 501(c)(3) $20,000 00 to support ioumalism operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0086 Donors Capital Fund, Inc 54-1934032 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 ld) Amount of Cash Grant lel Amount of Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal. other) (9) Description of Non-Cash Assista 44 Purpose of Grant or nce Assistance Freedom Foundation PO Box 552 Olympia, WA 98507 94-3136961 501(c)(3) $30,000 00 to support ioumalism operations Texas Watchdog 945 McKinney Street #221 Houston, TX 77002 26-3057133 501(c)(3) $51,500 00 to support ioumalism operations DonorsTrust 109 North Henry Street Alexandna, VA 22314-2903 52-2166327 501(c)(3) $100,000 00 for a donor advised fund America's Future Foundation 1513 16th Street, NW Washington, DC 20036 52-1928321 501(c)(3) $10,000 00 for general operations Slop Educator Sexual Abuse, Misconduct, and Exploitation 10863 Florence Hills Street 10863 Florence Hills Street Las Vegas, NV 89141 14-1798248 501(c)(3) $25,000 00 for general operations One Nation Under God Foundation 414 N Orleans Plaza, Suite 320 Chicago, IL 60610 35-2176192 501(c)(3) $38,000 00 for the Illinois Church Georgetown University Tocqueville Forum 3240 Prospect St NW, Third Floor Washington, DC 20007 53-0196603 501(c)(3) $50,000 00 for the Center on the Constitution Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $20,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0087 Donors Capital Fund, Inc 54-1934032 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 (C) 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 45 Purpose of Grant or Assistance Independent Women's Fonim 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 501(c)(3) $1,640,000 00 for market evaluation Foundation lor Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $10,000 00 for general operations DonorsTrust 109 Nonh Henry Street Alexandria, VA 22314-2903 522166327 501(c)(3) $400,000 00 for general operations Illinois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) 37.000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $500,000 00 for general operations Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $167,000 00 for general operations State Budget Solutions 6400 Kings Crest Court Chesterlleld, VA 23332 27-1501919 501(c)(3) $200,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $600,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0088 Donors Capital Fund, Inc 54-1934032 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) EIN lc) IRC Section if Applicable ld) 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 Greenhouse Solutions PO Box 74 Aledo, TX 76008 26-1543859 501(c)(3) $10,000 00 for research Spark Freedom 605 Long Branch Road Lancaster, TN 38569 2748274413 501(c)(3) $15,000 00 for general operations Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 501(c)(3) $20,000 00 for general operations Beacon Center of Tennessee PO Box 198645 Nashville, TN 37219 20-1808567 501(c)(3) $40,000 00 NIA for general operations Georgia Family Education and Research Council 3500 Parkway Lane Suite 460 Norcross, GA 30092 584928520 501 $40,000 00 for the Breakthrough Georgia Initiative Youth Conference Ministries PO Box 4328 Chattanooga, TN 37405 71-0941809 501 $5.000 00 for general operations Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 45-2805369 501(c)(3) $20,000 00 for general operations American Legislative Exchange Council 1101 Vermont Avenue, NW 11th Floor Washington, DC 20005 52-0140979 501 $25,000 00 for the 2012 Workshop Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0089 Donors Capital Fund, Inc 54-1934032 47 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. lb) (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 Assistance appraisal. Assistance Assistance other) Family Taxpayers Foundation 8 East Main Street Carpentersville, IL 60110 36-3895370 501(c)(3) $25,000 00 NIA for general operations National Organization Ior Mamage Education Fund 2029 K Street, NW Suite 300 Washington, DC 20006 20~7472471 501(c)(3) $125,000 00 for general operations Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 65-0468446 501(c)(3) $15,000 00 for direct mail Idaho Freedom Foundation PO Box 2801 Boise, ID 83701 26-3783043 501(c)(3) $25,000 00 for direct mail Plane Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $25,000 00 for direct mail Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $25,276 00 for general operations Ill ois Policy Institute 190 South LaSal|e Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $30,000 00 for direct mail Rhode Island Center for Freedom and Prosperity PO Box 10069 Cranston, RI 02910 454805369 501(c)(3) $30,000 00 for direct mail Schedule I (Form 990 or 990EZ) 2012 CITIZENAUDIT.ORG PAGE #0090 Donors Capital Fund, 54-1934032 48 I, Grants to Organizations and lndviduals in the U 5 Part II, Grants to Organizations and Governments in the U.S. la) (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 Assistance other) Sutherland Institute Gateway Tower West Building 15 West South Temple. Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $30,000 00 for direct mail James Madison lnstitute for Public Policy The Columns 100 North Duval Street Tallahassee. FL 32301 59-2811908 501(c)(3) $50,000 00 for direct mail Kanakuk Ministries 1353 Lakeshore Drive Branson, MO 65616 43-1815310 501(c)(3) $5,200 00 for Post Pads Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955061 501(c)(3) $7,000 00 for general operations Partners Relief and Development PO Box 912418 Denver, CO 80291-2418 223786806 501(c)(3) $10,000 00 for general operations Free To Choose Network. Inc 2002 Filmore Avenue Suite 1 Elle. PA 16506 5244155677 501(c)(3) $454,775 00 roi general operations Young Life PO Box 520 for the Midland Area (TX 28) Colorado CO 80901 84-0385934 501(c)(3) $5,000 00 Capital Account Advance Arkansas Institute 55 Fonteriay Circle to support ongoing roumalism Little Rock, AR 72223 27-0271657 501(c)(3) $15,000 00 operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0091 Donors Capital Fund, Inc. 54-1934032 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 it Applicable Id) Amount of Cash Grant (9) Amount of Non-Cash Assistance (fl Method of Valuation (book, appraisal. other) (9) Description of Non-Cash Assistance 49 Purpose of Grant or Assistance Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) 320.000 00 to re-establish operations in Oregon John W Pope Civitas Institute 100 South Harrington Street Raleigh. NC 27603 20-2454741 501(c)(3) $20,000 00 to support ongoing ioumalism operations Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford. CT 06108 52-1358144 501(c)(3) 520.000 00 to support ongoing ioumalism operations Illinois Policy Institute 190 South Lasalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $32,500 00 to support joumalism operations National Center for Policy Analysis 12770 Coit Road Suite 800 Dallas, TX 75251-1339 75-1804932 501(c)(3) $10,000 00 for general operations Americares Foundation, Inc 68 Hamilton Avenue Stamford, CT 06902 064008595 501 Lc)(3) $15,000 00 for the Humcane Sandy Disaster Relief Fund Bluegrass Institute PO Box 11706 Lexington. KY 40577-1706 11-3691543 501(c)(3) $15,000 00 for general operations Cascade Policy Institute 4850 SW Scholls Ferry Road Suite #103 Portland. OR 97225 93-1045925 501(c)(3) $15,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0092 Donors Capital Fund, 54-1934032 l, 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 (cl IRC Section if Applicabl 8 Amount of Cash Grant (fl Amount of Method of Non-Cash Valuation (book, FMV, Assistance appraisal. other) (9) Description of Non-Cash Assistance 50 Purpose of Grant or Assistance North Dakota Policy Council PO Box 3007 Bismarck, ND 58502 2043862761 501(c)(3) $15,000 00 for general operations Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1356144 501(c)(3) $20,000 00 for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $25,000 00 for general operations Freedom Foundation of MN 900 2nd Avenue South Suite 570 Minneapolis. MN 55402 36-4592698 501(c)(3) $25,000 00 for general operations Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 501(c)(3) $30,000 00 for general operations South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $30,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $34,898 00 for program expenses Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $40,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0093 Donors Capital Fund, Inc 54-1934032 51 I, Grants to Organizations and Indviduals in the U.S Part II, Grants to Organizations and Governments In the U.S. la) (C) (6) 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) Independence Institute 727 East 16th Avenue Denver. CO 80203 84-0990300 501(c)(3) $40,000 00 for general operations 140 West Main Street PO Box 568 Mackinac Center for Public Policy Midland, Ml 48640-0568 38-2701547 501(c)(3) 540,000 00 for general operations Oklahoma Council of Public Aairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $40,000 00 for general operations John W Pope Civilas Institute 100 South Harrington Street Raleigh, NC 27603 20-2454741 501(c)(3) $20,000 00 NIA for general operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $25,000 00 NIA for general operations Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $25,000 00 for general operations Pioneer Institute for Public Policy Research 85 Devonshire Street I 8th Floor Boston, MA 02109-3501 22-2632081 501(c)(3) $25,000 00 for general operations Show-Me Institute 4512 West Pine Boulevard Saint Louis, MO 63108 20-1957878 501(c)(3) $25,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0094 Donors Capital Fund, Inc 54-1934032 52 I, Grants to Organizations and lndviduals 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) Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $25,000 00 for general operations Alabama Policy Institute 402 Ofce Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) $30,000 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 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $111,000 00 for general operations Lucy Bums Institute 301 South Bedford Street Suite 6 Madison. WI 53703-9691 20-8036372 501(c)(3) $150,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $600,000 00 for general operations inois Taxpayer Education Foundation 407 South Dearborn Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 for general operations Public Policy Foundation of West Virginia - PO Box 1116 to support Morgantown, WV 26505 20-5955827 501(c)(3) $12,500 00 operations Schedule 1 (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0095 Donors Capital Fund, Inc 54-1934032 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 lb) EIN to) 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 Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington. DC 20009 13-6223604 501(c)(3) $25,000 00 NIA to support the transition of the Foundation for Teaching Economics Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 8641597661 501(c)(3) $40,000 00 to support ongoing ioumalism operations Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $50,000 00 to support ongoing ioumalism operations Acton Institute 96 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $250,000 00 NIA for general operations Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman. MT 59715 20-2591461 501(c)(3) 35,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $10,000 00 NIA for strategic planning Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 2344733845 501(c)(3) $14,000 00 for general operations Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 4 5-2637507 501(c)(3) $14,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0096 Donors Capital Fund, Inc 54-1934032 54 I, Grants to Organizations and lndviduals in the U S Part II. Grants to Organizations and Governments in the U.S. (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) Freedom Foundation of MN 900 2nd Avenue South Suite 570 Minneapolis, MN 55402 36-4592698 501(c)(3) 314.000 00 tor general operations Freedom Foundation PO Box 552 Olympia. WA 98507 94-3136961 501(c)(3) $14,000 00 for general operations Illinois Policy Institute 190 South Lasalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $14,000 00 for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $14,000 00 for general operations Maclver Institute 44 East Mitin Street Suite 201 Madison, WI 53703 26-2639114 501(c)(3) $14,000 00 for general operations Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 46640-0568 38-2701547 501(c)(3) $14,000 00 for general operations Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $14,000 00 for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 734436375 501 jc)(3) $14,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0097 Capital Fund, Inc 544934032 55 Grants to Organizations and lndviduals in the U S. rt ll. Grants to Organizations and Governments In the U.S. (C) 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) e Island Center for Freedom and ston, RI 02910 45-2805369 501(c)(3) $14,175 00 for general operations 10069 ngton, VA 22209-3108 57-0952531 501(c)(3) $14,175 00 for general operations twork Fort Myer Dnve Bartlett Center tor Public Policy 897 NH 03302-0897 22-3235650 501(c)(3) $15,000 00 for general operations tenay Circle Arkansas Institute ck, AR 72223 27-0271657 501(c)(3) $25,000 00 for general operations Foundation 552 96507 9445136961 501(c)(3) $25,000 00 NIA for general operations derbilt Avenue York, NY 10017 13-2912529 501(c)(3) $25,000 00 NIA support n Institute for Policy Research for Empire State start-up ph, NJ 07869 27-0643538 501(c)(3) $26,500 00 for general operations Sense Institute Lane Policy Network ton. VA 22209-3105 57-0952531 501(c)(3) $30,000 00 for general operations h For! Myer Dnve Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0098 Donors Capital Fund, Inc 54-1934032 55 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments In the U.S. la) 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) America's Future Foundation 1513 16th Street, NW Washington, DC 20036 52-1928321 501(c)(3) $50,000 00 for program support State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $60,000 00 for general operations Auschwitz Jewish Center 36 Battery Place New York, NY 10280 13-3857441 501 $100,000 00 for general operations White Plains Hospital Development 0l'ce_ Winslow Hall, Floor 4 in honor of Dr Barry Wenglin, 41 East Post Road Dr Carl Weber. and the White Plains, NY 10601 13-1740130 501(c)(3) $100,000 00 wound Center Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $105,000 00 for general operations State Budget Solutions 6400 Kings Crest Court Chestereld, VA 23832 27-1501919 501(c)(3) $150,000 00 for program support Liberty Foundation of Oklahoma 1401 North Lincoln Boulevard in support of the Freedom ls Oklahoma City, OK 73104 2641054741 501(c)(3) $190,000 00 Project State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $281,340 00 for project support Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0099 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. (8) (0) Name and Address of EIN IRC Organization or Section if Government 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 57 Hudson Institute 1015 15th Street. NW 6th Floor Washington. DC 20005-2705 13-1945157 501(c)(3) 541100.000 00 NIA NIA NIA for general operations Schedule I (Form 990 or 990-EZ) 2012 CITIZENAUDIT.ORG PAGE #0100 Donors Capital Fund, Inc 54-1934032 Schedule 0 (Form 990). Supplemental Information to Form 990 Form 990, Page 2, Part Line 1 (continued) Briefly describe the organization's mission: welfare, health, environment, economics, governance, foreign relations, and arts and culture; and which encourage ph 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 6, Line 17 (continued) Connecticut Florida Illinois New York Tennessee Virginia Washington New CITIZENAUDIT.ORG PAGE #0101 Donors Capital Fund. Inc 54-1934032 Supporting Statement of: Form 990 p 9/Other amt. not included Description Amount Cash contributions 44,970,000. Publicly traded stock contributions 10, 284 703 . Total 55,254,703. Supporting Statement of: Form 990 p 9/Noncash Description Amount Contributions of publicly traded stocks 10,284,702. Total 10,284,702. Supporting Statement of: Form 990 p 9/Line 3 Column C Description Amount Net UBTI from Caxton Inv LLC 34, 802 . Total 34,802. Supporting Statement of: Form 990 p 10/Line 24 col Description Amount Unrelated business income tax 61,608. Taxes with held at source on for. dvds. 110. Personal property tax 13. Total 61,731. Supporting Statement of: Form 990 p ll/Line 17, column (A) Description Amount Accrued taxes 25, 000. CITIZENAUDIT.ORG PAGE #0102 Donors Capital Fund, Inc 54-1934032 Continued Supporting Statement of: Form 990 p 11/Line 17, column (A) Description Amount Total 25,000. Supporting Statement of: Form 990 p 12/Part XI, Line 8 Description Amount Prior year overstatement of grants 141,497. Total 141,497. Supporting Statement of: D, page 4/Part XII, Line 4b Description Amount Prior year overstatemnet of grants 141,497. Total 141, 497.
2011/12 990-T 2012/12 Form of the Treasury Internal Revenue Servtce Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) For calendar year 2011 or other tax year beginning and ending See separate instructions. ,2011, OMB No 1545-0687 2011 0 an to Public Inspection for 5 Organizations Only A Check box If Name of organization D Check box if name changed and see Instructions) D Employer identlcauon number address changed . (Emplo ees' trust, 3 Exempt under section print Donors Capital Fund, Inc see "15 ructions) 50 C X 3 or Number, street. and room or surte number If a P 0 box, see Instructions 408(9) 220(6) Type Unrelated business activity I 408A H 530(a) Clty or town State ZIP code 1 (see '"Slud'5) 529(a) Alexandria VA 22313 900000 C 595 at F Group exemption number (See instructions 35, 671 060 . G Check organization type l 501 coLporatton H 501 trust ll 401(a) trust Other trust H Describe the organization's primary unrelated busmess actIVity Investment income subject to UBIT I During the tax year, was the corporation a sub5idiary in an affiliated group or a parent-substdiary controlled group? Yes No If Yes,' enter the name and identifying number of the parent corporation J The books are in care of the Organization Telephone number (703) 535-3563 l Part I ITInrelated Trade or Business Income (A) Income (B) Expenses (9 Net 1a Gross receipts or sales b Less returns and allowances c Balance 1c 2 Cost of goods sold (Schedule A, line 7) 2 3 Gross profit. Subtract line 2 from line 1c 3 4a Capital gain net income (attach Schedule D) 43 b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797) 4b N c Capital loss deduction for trusts 4c 8 5 Income (loss) from partnerships and S corporations N (attach statementRent income (Schedule C) 6 F4 7 Unrelated debt-financed income (Schedule E) 7 Q 8 Interest, annurties, royalties, and rents from controlled organizations (Schedule F) 8 Q 9 Investment income of a section 501(c)(7), (9), or (17) organization (Sch G) 9 10 EprOited exempt actIVIty income (Schedule I) 10 UZJ 11 Advertismg income (Schedule J) 11 Z 12 Other income (See instructions, attach schedule.) 12 g 13 Total. Combine Iines3through 12 13 96, 296. 96, 296. Part II lDeductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected With the unrelated busmess income.) 14 Compensation of officers, directors, and trustees (Schedule K) 14 15 Salaries and wages 15 16 Repairs and maintenance 16 17 Bad debts 17 18 Interest (attach schedule) r 18 19 Taxes and licenses Charitable contributions (See instructi ns for limitation rules) (0 20 21 DepreCiation (attach Form 4562) '02 2 1 21 22 Less depreCIation claimed on Schedu e A and elsewhere on return E 223 2b 23 Depletion . . . P 23 24 Contributions to deferred compensatiqn plargiai)EN i U I 24 25 Employee benefit programs 25 26 Excess exempt expenses (Schedule I) 26 27 Excess readership costs (Schedule J) 27 28 Other deductions (attach schedule) 28 29 Total deductions. Add lines 14 through Unrelated busmess taxable income before net operating loss deduction Subtract line 29 from line 13 30 94 828 . 31 Net operating loss deduction (limited to the amount on line 30) 31 32 Unrelated busrness taxable income before speCIfic deduction. Subtract line 31 from line 30 32 94 828 . 33 SpeCific deduction (Generally $1 ,000, but see line 33 instructions for exceptions 33 1 000 . 34 Unrelated business taxable income. Subtract line 33 from line 32 If line 33 is greater than line 32, enter the smaller of zero or line 32 34 93, 828 . BAA For Paperwork Reduction Act Notice, see instructions. TEEAOZOI 12/12/11 jg Form 990-T (201 1) Lt CITIZENAUDIT.ORG PAGE #2 Form 990-T (2011) Donors Capital Fund, Inc 541934032 Page2 Eart Ill ITax Computation 35 Organizations Taxable as Corporations. See instructions for tax com utation Controlled group members (sections 1561 and 1563) check here See instructions and a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that orderEnter organization's share of (1) Additional 5% tax (not more than $11,750) (2) Additional 3% tax (not more than $100,000) c Income tax on the amount on line 34 35c 20, 152 . 36 Trusts Taxable at Trust Rates. See instructions for tax computation Income tax on the amount on line 34 from: D Tax rate schedule or Schedule D (Form 1041) 36 37 Proxy tax. See instructions 37 38 Alternative minimum tax . 38 39 Total. Add lines 37 and 38 to line 35c or 36, whichever applies 39 20, 152 . Wart lTax and Payments 40a Foreign tax credit (corporations attach Form 1118, trusts attach Form 1116) 40a b Other credits (see instructions) 40b c General busmess credit Attach Form 3800 (see instructions) 40c d Credit for prior year minimum tax (attach Form 8801 or 8827) 40d e Total credits. Add lines 40a through 40d 40e 41 Subtract line 40e from line 39 41 20, 152 . 42 Other taxes Check If from D Form 4255 Form 8611 D Form 8697 Form 8866 D Other (attach schedule) 42 43 Total tax. Add lines 44a Payments: A 2010 overpayment credited to 2011 44a b 2011 estimated tax payments 44b c Tax deposited With Form 8868 44c 0 . d Foreign organizations Tax paid or Withheld at source (see instructions) 44d e Backup Withholding (see instructions) 44e 1 Credit for small employer health insurance premiums (Attach Form 8941) 441 9 Other credits and payments Form 2439 D Form 4136 Other Total 449 45 Total payments. Add lines 44a through 44g 45 O . 46 Estimated tax penalty (see instructions). Check if Form 2220 is attached El 46 47 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed 47 20, 152 . 48 Overpayment. If line 45 is larger than the total of lines 43 and 46, enter amount overpaid 48 49 Enter the amount of line 48 you want Credited to 2012 estimated tax Refunded 49 I Part V [Statements Regarding Certain Activities and Other Information (See instructions) 1 At any time during the 2011 calendar year, did the organization have an interest in or a Signature or other authority over a Yes No financ1al account (bank, securities, or other) in a foreign country? If YES, the organization may have to file Form TD F 90-22 1, Report of Foreign Bank and Financ1a| Accounts If YES, enter the name of the foreign country here x 2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? X If YES, see instructions for other forms the organization may have to file 3 Enter the amount of tax-exempt interest received or accrued during the tax year Schedule A Cost Of Goods Sold. Enter method of inventory valuation 1 Inventory at beginning of year 1 6 Inventory at end of year 6 2 - 2 7 Cost of goods sold. Subtract 3 Cost of labor 3 line 6 from line 5 Enter here and in Part I, line 2 7 4a Additional section 263A costs (attach schedulethe rules of section 263A (With respect to i (attach sch) property produced or acqu1red for resale) apply 5 Total. Add lines 1 to the organization7 X Under penalties of cluding accom anying schedules and statements. and to the best of my knowledge and belief, it is true, correct, and comp - -. - . - u ill in onation of which preparer has any knowledge Here s II I - Presment w' ignature ofo icer Date Ter [l Yes H N 0 Paid Print/Type preparer's name Preparer's Signature Date Check D If PTIN Pre_ self-employed arer Firm's name Firm's EIN 5e Firm'saddress I I E l I I only Phone no BAA TEEA0202 12/12/11 Form 990-T (2011) CITIZENAUDIT.ORG PAGE #3 Form 990-T (201 1) Donors Capital Fund, Inc 541934032 Page 3 Schedule C Rent Income (From Real Property and Personal Property Leased With Real Property) (see Instructlons) 1 Description of property (1 (2) (3) (4) 2 Rent received or accrued From personal property (if the percentage of rent for "personal property is more than b not more than 50%) ut From real and personal property (if the percentage of rent for ersonal property exceeds 50% or ift e rent is based on profit or income) 3(a) Deductions directly connected With the income in columns 2(a) and 2(b) (attach schedule) (1) (2) (3) (4) Total Total Total income. Add totals of columns 2(a) and 2(b) Enter here and on page I, Part I, line 6, column (A) Total deductions. Enter here and on page I, Part I, line 6, column (B) Schedule E Unrelated Debt-Financed Income (see Instructlons) 1 Description of debt-financed property 2 Gross income from or allocable to debt-financed property 3 Deductions directly connected With or allocable to debt-financed property Straight line depreCIation (attach sch) Other deductions (attach schedule) (1) (2) (3) (4) 4 Amount of average acquusmon debt on or allocable to debt-financed property (attach schedule) 5 Average adjusted of or allocable to debt-financed property (attach schedule) 6 Column 4 7 Gross income diVided by reportable column 5 (column 2 x column 6) 8 Allocable deductions (column 6 x total of columns 3(a) and (1) (2) (3) (4) Enter here and on page 1, Enter here and on page I, Part I, line 7, column (A) Part I, line 7, column (B) Totals Total dividends-received deductions included in column 8 Schedule F Interest. A nnuities, Royalties. and Rents From Controlled Organizations (see instructions) 1 Name of controlled organization 2 Employer identification number Exempt Controlled Org anizations 3 Net unrelated income (loss) (see instructions) 4 Total of speCified payments made 5 Part of column 4 that is included in the controlling organization's gross income 6 Deductions directly connected With income in column 5 (1) (2) (3) (4) Nonexempt Controlled Organizations 7 Taxable Income 8 Net unrelated income (loss) 9 Total of speCIfied payments made 10 Part of column 9 that is included in the controlling 11 Deductions directly connected With income (see instructions) organization's gross income in column I0 (1) (2) (3) (4) Add columns 5 and 10 Enter Add columns 6 and 11 Enter here and on page 1, Part I, line here and on page I, Part I, line 8, column (A) 8, column (B) Totals BAA TEEA0203 12112111 Form CITIZENAUDIT.ORG PAGE #4 Form 990-T (2011) Donors Capital Fund, Inc 54-1934032 Schedule G Investment Income of a Section 501(c)(7), (9), or (17) Or anization (see instructions) Page 4 1 Description of Income 2 Amount of income 3 Deductions directly connected (attach schedule) 4 Set-aSides (attach schedule) 5 Total deductions and set-asrdes (column 3 plus column 4L (1) (2) (3) (4) Enter here and on page 1, Enter here and on page 1, Part I, line 9, column (A) 9 Part 1, line 9, column (B) Totals Schedule I Exploited Exempt Actim/ Income, Other Than Advertisin Income (see Instructions) 2 Gross 3 Expenses 4 Net income 5 Gross Income 6 Expenses 7 Excess unrelated dlrectly connected (loss) from from actiwty attributable to exempt expenses 1 Description of eprOIted activ1ty busmess With production of bunre'ated trfde 0'2 that is not unrelated column 5 (column 6 minus income unrelated busmess mla'snizfug: arm a busmess column 5, but not from trade income gem compug income more than column 4) or busmess coiumns 5 through 7. (1) (2) (3) (4) Enter here and Enter here and Enter here and on page 1, on page 1, v on page 1, Part I, line 10, Part 1, line 10, j: Part II, line 26 column (A) column (B) Totals Schedule J - (See instructions listil Income From Periodicals Reported on a Consolidated Basis 1 Name of periodical 2 Gross advertising income 3 Direct advertismg costs 4 Advertising garn or (loss) (column 2 minus column 3) If gain, compute columns 5 throu h 7 (1) 5 Circulation income 6 Readership costs 7 Excess readership costs (column 6 minus column 5, but not more than column 4) (2) (3) (4) Totals (carry to Part II, line Income From Periodicals Reported on a Separate Basis (For each perlodlcal listed in 7 on a line-by-line ba5is) Part II, fill in columns 2 through 1 Name of periodical 2 Gross advertising income 3 Direct advertising costs 4 Advertismg gain or (loss) (column 2 minus column 3) If a gain, compute columns 5through 7 5 Circulation income 6 Readership costs 7 Excess readership costs (column 6 minus column ut not more than column 4) (1) (2) (3) (4) (5)Tota|s from Part I Totals, Part 11 (lines 1-5) Enter here and on age 1, Part line 11, column (A) Enter here and on age 1, Part line 11, column (B) Schedule K Compensation of Officers, Directors, and Trustees (see instructions) Enter here and on page 1, Part II, line 27. 3 Percent of 4 Compensation attributable 1 Name 2 Title time devoted to unrelated busmess to busmess Total. Enter here and on page 1, Part II, line 14 BAA TEEA0204 12/12/11 Form 990-T (2011) CITIZENAUDIT.ORG PAGE #5 Donors Capital Fund, Inc 54-1934032 Supporting Statement of: Form 990-T, pl/Line 5, Column (A) Description Amount Share of UBTI from Caxton Limited LLC 96, 296. Total 96, 2 96 . Supporting Statement of: Form 990T, pl/Line 19 Description Amount Share of foreign taxes paid from Caxton Select LLC 1, 468 . Total 1,468.
2011/12 990-EO 2012/12 I OMB No 1545-0047 l 3 Return of Organization Exempt From Income Tax -I v. Under section F27, gr of the lr:teirna| getvenue Code I Department of the Treasury (excep ac ung ene I rus or pnva e oun a ion) 3 Internal Revenue Service The organization may have to use a copy of this return to satisfy state reporting requirements 3 A For the 2011 calendar year, or tax year beginning 2011, and ending B Check n applicable C Name of organization Donors Capital Fund, Inc D Address change Doing Business Name change Number and street (or P 0 box if mail IS not delivered to street addr) Roomlsuite E Telephone number lnitialreturn P.O. BOX 1305 (703) 535'3563 Termmated City, town or country State ZIP code 4 Amended return Alexandria VA 22 3 13 G Gross receipts 77 397 87 9 . '3 Application pending F Name and address of principal officer H0) '5 lh|$ 3 QVOUD return for affiliates E yes No Whitney L. Ball P. O. Box 1305 Alexandria VA 22313 Ha) Yes I N0 I Tax-exempt status l 501(c)(3) U 50l(c) (insert no.) 4947(a)(I) or 527 J Website: donors capital fund . org H(c) Group exemption number I K Form of organization if] Corporation I-l Trust Fl Association Tl Other L Year of Formation 1 99 9 I M State of legal domicile VA I Summary 1 Briefly describe the organization's mission or most significant activities. _Su_Qp_oz1. gig .3 education, research and private initiatives, society's most pervasive and radical needs, including those relating to social I <EoEenEnZceZ eEcEcEure2 Evil: Enic Enoirg zihininroiavi E i_bi1_i 9.31 a_n_a5l' 3.1 2 5_Si_ EL5_n_dir_aE 3 3 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 2 3 Number of voting members of the governing body (Part VI, line 1a) 3 8 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 7 I 5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) 5 0 I eg, 6 Total number of volunteers (estimate if necessary) 6 0 3 7a Total unrelated business revenue from Part column (C), line Net unrelated business taxable income from Form 990-T, line 34 7b 93, 828 . $3 Prior Year Current Year F1 8 Contributions and grants (Part line 1h) 14 575, 630 . 60, 622, 937 . g 9 Program service revenue (Part line 2g) ca 10 Investment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12 Total revenue - add lines 8 (A), line 12) 17 066Grants and similar amounts paid (Dart Benefits paid to or for members (F acrg X, column (A), line 4) 8 m 15 Salaries, other compensation, em; lo}! ae blerigfilts lines 5-10) 16a Professional fundraising fees (Par column (A), line He) $2 i E. b Total fundraising expenses (Part coltfriw-l O . 17 Other expenses (Part IX, column 999 508 . 7 69 57 9 . 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses Subtract line 18from line 12 -25, 034, 455. 4, 318, 725. 3 Hg Beginning of Current Year End of Year g 20 Total assets (PartX, |ine16) 32,486,478. 35,671,060. 3 21 Total liabilities (Part X, line 26Net assets or fund balances Subtract line 21 from line 20 31, 828 658 . 35, 566, 731 . Block Under penalties of periury, I declare I have amined -1 s return, including accompa complete Declaration of preparer (o r a icer) is - on all ifor . n of whi ing schedules and statements. and to the best of my knowledge and belief, it is true. correct, and I reparer has any knowledge I I I I /9 /1 Sign Signature Date H876 Whitney L . Ball, esident Type or print name and title Print/Type preparer's name Preparer's signature Date check ,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) I-1 Yes No BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 07/05/11 Form 990 (2011) as 6 CITIZENAUDIT.ORG PAGE #0003 Form 990 (2011) Donors Capital Fund, Inc Page 2 Statement of Program Service Accomplishments '1 Check if Schedule 0 contains a response to any question in this Part H 1 Briefly describe the organization's mission _S1_1ep_ot_ La.) 11.). L3.) _o_r9s_._w_h_i 9<1u_ct_i_2 e_s _a2<1 er_iyat_e_ _ir_1i_tia_tiLe I. -10.6 i_e_tx .8 _m2 5_t_P r_v_a an_d_r2 d_is 11.119 ed; _i_n_clu_di -105 i_a_l _W1_f 2r_ez _See_Fgrr1i99_Pagg,_ParLlu, 54-1934032 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or E 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. . 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 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 57 365, 881 . including grants of 56, 612 510 . (Revenue 0 . _SL12p__r _5_0 1 L 2 L (.21 _o_r9 e r_ l_l!i_a_t9 _tln3o_us1_1 _ed_Eai2_' e_3e_aCE Eng _i_it_ia_tlVS5_I 2_ i_eEYL5_m25_t 1-_1_Q19_t_5e__e1_3t_i 532131. welfare, health, environment, economics, governance, foreign relations, and arts and culture; and which encourage philanthropy 4d Other program services (Describe in Schedule 0 (Expenses including grants of (Revenue 4e Total program service expenses BAA o7/o5/ii Form 990 (2011) CITIZENAUDIT.ORG PAGE #0004 Form 990 (2011) Donors Capital Fund, Inc 54-1934032 Page3 [Part IV lchecklist of Required Schedules J Y es No 1 Is the organization described in section 501 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, 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? 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 98-19? 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 right 2 provide advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule D, 6 X artl 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, VIIapplicable E 1" 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 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)? If Yes,' complete Schedule D, Part X 11f X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If Yes,' complete Schedule D, Parts XI, XII, and 12a X b Was 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, XII, 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? 143 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 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 Ile? If Yes, complete Schedule G, Partl (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 H 20 X b If 'Yes' to 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 Form990 (2011) Donors Capital Fund, Inc Checklist of Required Schedules (continued) 54-1934032 Page 4 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 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 Did the organization answer Yes to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current fgrmeg officers, directors, trustees, key employees, and highest compensated employees? If Yes, complete c e ule 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 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an on behalf of issuer for bonds outstanding at any time during the year? 25a Section 501(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 b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and giaft t2eltraLnsFactic;n has not been reported on any of the organization's prior Forms 990 or If Yes,' complete 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 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 member of any of these persons? If Yes, complete Schedule L, Part 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 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 \lNas the organization related to any tax-exempt or taxable entity? If Yes, complete Schedule R, Parts II, IV, and V, 34 X ine 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 Form 990 filers are required to complete Schedule 0 38 X BAA 01/23/12 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0006 Form 990 (2011) Donors Capital Fund, Inc [Part V I Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a resanse to any question in this Part V 54-1934032 Page5 Yes No 1a 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 1b 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 b If at least one IS reported on line 2a, did the organization file all required federal employment tax returns? 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-fi/e (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? If No, provide an explanation in Schedule 0 3b X 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 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? 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 apayment 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 7dl 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 required? 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the I 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. 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(aX1) 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) 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 1 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 07/05/11 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0007 Form990(201l) Donors Capital Fund, Inc 541934032 Page6 {Part 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 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 IXI Section A. Governing Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a 8 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 1a, above, who are independent 1 b 7 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 i 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 6 Did the organization have members or stockholders? 6 U1 i 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 fthle organization contemporaneously document the meetings held or written actions undertaken during the year by t e o owing 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 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 purposes? . 10b 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 12a Did the organization have a written conflict of interest policy? If 'No, go to line I3 12a X bWere 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 O. (See instructions 16a Did the organization invest in, contribute assets to, or participate in a ioint 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 ioint venture arrangements under applicable federal tax law, and taken steps to safeguard the orqanization'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 g9_O,_Pg_e_6,__Lirie__1_7 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 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 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 ztbe _0;ga_n_izt_i9r3 _t_hs _01_r<1a_n_i z_a_t_i 9n_' <_i<1rs_ (_79l_5_3 BAA TEEA0106 01/23/12 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0008 Form990 (2011) Donors Cagital Fund, Inc 54-1934032 Page7 [Part VII ]Compensation of Officers, Directors, Trustees, Key Employees, Highestcompensated 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 Eilgyees, and I-liihest Compensated Employees la 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 in columns (D), (E), and (F) if no compensation was paid 9 List all of the organization's current key employees, if any. See instructions for definition of 'key employee. 9 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 W2 and/or Box 7 of Form I099-MISC) of more than $l00,000 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 organizations 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 orgnization nor gny related organization compensated any current officer, director, or trustee (C) (A) (3) (do not one box, (D) Name and title Average unless person is both an officer Reportable Reportable Estimated h0UfS and a director/trustee) compensation from compensation from amount of other Per Week the organization related or anizations compensation (describe 2 5 o 2 3: -I 9-Misc) from the h0UfS for g. 3 3- Q 5 organization oiglaarigda (.1). Again. tieyszs-.051 Chairman/BOD 1.50 X 0. 0. 0. Ei_m9s r_lJ_ 9 Vice Chairman 1.00 X 0. 0. 0. Q). l_B_a_ll President 20.00 X X 0. 198,584. 19,858. I_%u_r_tLn1r_ 13ur_n_s Board Member Q). t_e_vr; xw_a_r<_i Treas./BoD 1.50 X X 0. 0. 0. (.6). Board Member 1.00 X 0. 0. 0. (.7). V_Ii_l_l_iem_ 1_b1e_l;9r Board Member 1.00 X 0. 0. O. Q9h_1'1_ Y_n_ I_<a_nI1911 . Board Member 1.00 X 0. 0. 0. (.9). _C_Z_y_sils Asst. Treas. Sec. 15.00 X 0. 160,000. 0. 99) Q1) 92) 95) BAA 07/06/11 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0009 Form 990 (2011) Donors Capital Fund, Inc 541934032 Page 8 I Part Vl Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont) (C) Poston (3) (do not check irliore than one (D) Nam n I . Average box, unless person is both an Reportable Reportable Estimated e a d tte hours officer and a director/trustee) compensation from compensation from amount of other per the organization related or anizations compensation week 9-MISC) from the (describ 9 3 3 5; -E, organization e 5; 5 Q #0 ;g and related hours 5 g 3 8 3 - organizations 3923.. E. 5 2 zations g In .. 0) 3 L12) 99 92> . 99 . Q2) $29) L21) L22) L29 $22) 25) 1bSub-total 0. 358,584. 19,858. c Total from continuation sheets to Part VII, Section A dTotal(addlines1band1c) 0. 358,584. 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 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a If Yes, complete Schedule J for such 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 $150,000? 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 services rendered to the organization? If Yes, complete Schedule J for such person Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year (A) Name and business address (3) Description of services (C) Compensation 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 BAA TEEA0108 07/06/11 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0010 Form 990 (2011) Donors Capital Fund, Inc 54l934032 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 :9 1a Federated campaigns 1a 2% b Membership dues 1 b o 35 c Fundraising events 1c d Related organizations 1d g e Government grants (contributions) 1e In E5 1 All other contributions, gifts, grants, and 9 E3 similar amounts not included above Noncash contributions included in Ins la-lf. 9, 114 000 . 8 hTotal. Add linesla-1f 60,622,937. g Business Code All other program service revenue E g Total. Add lines 2a-2f I 3 Investment income (including dividends, interest and othersimilaramounts) 876,341. 0. 93,828. 782,513. 4 Income from investment of tax-exempt bond proceeds 5 Royalties Real (ii) Personal 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) Securmes om assets other than inventory 15 8 98 601 . b Less cost or other basis and sales expenses 15, 697 065 . cGain or (loss) 201,536. dNetgainor (loss) 201,536. 0. 0. 201,536. N 8a Gross income from fundraising events 3 (not including E of contributions reported on line lc) See Part IV, line 18 a E b Less direct expenses b O 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 J 11 a b c d All other revenue e Total. Add lines 11a-11d 12 Total revenue.See instructions 61,700,814. 0. 93,828. 984,049. BAA TEEAO109 07/06/11 Form 990 (201 1) CITIZENAUDIT.ORG PAGE #0011 Form 990 (2011) Donors Capital Fund, Inc Part 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 (B), (C), and (D) Check if Schedule 0 contains a response to any question in this Part IX 54-1934032 Page 10 (3) (C) Do not include amounts re orted on lines Tote] expenses Program service Management and 6bart expenses general ex enses Grants and other assistance to governments and organizations in the United States See Part IV, line 21 Grants and other assistance to individuals in the United States See Part IV, line 22 Grants and other assistance to governments, organizations, and individuals outside the United States 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 disciualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages Pension plan accruals and contributions (include section 401 and section 403(b) employer contributions) Other employee benefits Payroll taxes Fees for services (non-employees) a Management b Legal c Accounting d Lobbying e Professional fundraising services See Part IV, line 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 (List miscellaneous expenses in line 24e If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0) a Taxes c_R9 <1i_s a_t_i en. _fee_s d Bank fees e All other expenses Total functional expenses. Add lines 1 through 24e 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 B if following SOP 98-2 (ASC 958-720) BAA 56,612,510. 56,612,510. (D) Fundraising ex enses 3,670. 3,670. 0. 0. 14,883. 0. 14,883. 0. 60,253. 60,253. 0. o. 260. 260. o. 0. 16,323. 0 16,323. 662,685. 662,685. 0. 2,690. 0. 2,690. 415. 0. 415. 57,382,089. 57,339,378. 42,711. TEEA0110 01/26/12 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0012 Form 990 (2011) Donors Capital Fund, Inc lPart X I Balance Sheet 54-1934032 Page 11 (A) Beginning of year (3) 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 4 5 Receivables from current and former officers, directors, trustees, key employees, I 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 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 Complete Part VI of Schedule D 10a b Less accumulated depreciation 10b 10c 11 Investments publicly traded securities 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, Iinell 3,488,227. 15 2,418,299. I 16 Total assets. Add lines I through 15 (must equal line 34Accounts payable and accrued expenses Grants payable 18 19 Deferred revenue 19 ll. 20 Tax-exempt bond liabilities 20 is 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, highest colmpensated employees, and disqualified persons Complete Part II 22 1- of Schedu e 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 Total liabilities. Add lines 17 through 25 657IE4 Organizations that follow SFAS 117, check here IE and complete lines T 27 through 29 and lines 33 and 34. g 27 Unrestricted netassets 31,828,658. 27 35,566,731. 28 Temporarily restricted net assets 28 5 29 Permanently restricted net assets 29 3 Organizations that do not follow SFAS 117, check here El and complete F lines 30 through 34. u E 30 Capital stock or trust principal, or current funds 30 2 31 Paid-in or capital surplus, or land, building, or equipment fund 31 I k 32 Retained earnings, endowment, accumulated income, or other funds 32 E 33 Total net assets or fund balances 31, 828, 658. 33 35,566,731. 5 34 Total liabilities and net assets/fund balances 32 486, 478 . 34 35 671, 060 . BAA TEEA01 11 07/06/11 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0013 Form 990 (2011) Donors Capital Fund, Inc 541934032 Page12 [Part XI I Reconciliation of Net Assets Check if Schedule 0 contains a response to any question in this Part XI I 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 4 31, 828 658 . 5 Other changes in net assets or fund balances (explain in Schedule O) 5 -580 652 . 6 Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column 6 35,566,731. I Part XII Financial Statements and Reporting I-1 2 Check if Schedule 0 contains a response to any question in this Part XII Accounting method used to prepare the Form 990 El Cash Accrual El Other If the O .. organization changed its method of accounting from a prior r checked Other, explain in Schedule 0 a 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 Separate basis '3 Consolidated basis El 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 Yes 07/06/11 Form 990 (2011) CITIZENAUDIT.ORG PAGE #0014 SCHEDULE A _(Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service OMB No 1545-0047 2011 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 Fonn 990 or Form 990-EZ. See separate instructions. Name of the organization Donors Capital Fund, Employer identication number 54-1934032 Inc |Partl |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 boxchurch, 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 A federal, state, or local novemment or governmental unit described In section An organization that norrnally receives a substantial part of its support from a governmentall\u'nit or from the general public described in section 170(b)(1)(AXvi). (Complete Part II A community trust described in section (Complete Part II.) El An organization that normally receives: (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions subject to certain exceptions, and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Complete Part I 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)(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 Type I b El Type II c El 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)(l) 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 Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No 6) 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? 11 g X (ii) A family member of a person described in above? 11 g (ii) X A 35% controlled entity of a person described in or (ii) above? 11 g X 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 (see instructions)) your governing document? Yes No column (1) of your 5 pporp column (I) U organized (A) See contlnuation pages (3) (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) 2011 TEEA0401 09/28/11 CITIZENAUDIT.ORG PAGE #0015 Donors CapIta| Fund, Inc 54-1934032 1 A, LIne 11(h) (contInued) (I) Name of supported (II) EIN Type of organIzatIon (Iv) Is the you notIfy (vI) Is the (VII) Amount of support organIza1Ion (descnbed on lInes 1-9 orgamzatlon In the organIza1Ion In organIzatIon In above or IRC sectIon (see column (I) lIsted In column (I) of your column (I) |nstructlons)) your govemIng suport7 organlzed In the doucmnet7 CreatIve Commumty for Peace (Israel Emergency A|IIance) 010566033 501(c)(3) X X X $50,000 00 St Johnsbury Athenaeum 03-0183005 501(c)(3) X X X $5,000 00 Boston College Polmcal ScIence Dept 04-2103545 501(c)(3) X X X $25,000 00 College of the Holy Cross 04-2103558 501(c)(3) X X X $25,000 00 MIT ChemIcaI Engmeenng Department 04-2103594 501(c)(3) X X X $25,000 00 FIRE 04-3467254 501(c)(3) X X X $515,000 00 StudentNewsDaI|y com 05-0611977 501(c)(3) X X X $25,000 00 Amencan lslamlc Congress 064634525 501 X X X $25,000 00 FrIends of Ir DavId 11-3466176 501(c)(3) X X X $7,000 00 Bluegrass 11-3691843 501(c)(3) X X X $15,000 00 Hudson InstItute 13-1945157 501(c)(3) X X X $1,600,000 00 Amencan CouncII on ScIence 8- Health 13-2911127 501(c)(3) X X X $21,000 00 Manhattan for Po|Icy Research 13-2912529 501(c)(3) X X X $125,000 00 PhI|anthropy Roundtable 13-2943020 501(c)(3) X X X $455,165 00 Central Fund of Israel 13-2992985 501(c)(3) X X X $300,000 00 Fnends of Israel Center for Socual 8- EconomIc Progress 13-3129249 501(c)(3) X X X $125,000 00 TraIn, Inc 13-3661416 501(c)(3) X X X $2,500 00 ChIIdren's SchoIarshIp Fund 13-4002189 501(c)(3) X X X $150,000 00 FoundatIon for Economrc Educahon 13-6006960 501(c)(3L X X X $100,000 00 Bar-Ilan UnIversIty 13-6192275 501(c)(3) X X X $5,250,000 00 Fund for Amencan StudIes 13-6223604 501(c)(3) X X X $48,677 35 \MIdersteIn Preservanon 14-1622330 501(c)(3) X X X $2,500 00 Cornell UnIversIty 150532082 501(c)(3) X X X $25,000 00 Jemsalem InstItute for Market StudIes 20-0105601 501(c)(3) X X X $50,000 00 Beacon Center of Tennessee 20-1808567 501(c)(3) X X X $105,000 00 John W Pope CIvItas 20-2454741 501(c)(3) X X X $40,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0016 Donors Capital Fund, Inc 54-1934032 2 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) Is the Did you notify (vi) Is the (vii) Amount of support organization (descnbed on lines 1-9 organization in the organization in organization in above or IRC section (see column (I) listed in column (I) of your column (I) lnst.ructlons)) your governing suport? organized in the doucmnetJudicial Education Project 20-2466871 501(c)(3) X X X $300,000 00 Montana Policy Institute 20-2591461 501(c)(3) X X X $150,000 00 Human Rights Foundation 20-2669700 501(c)(3) X X X $350,000 00 Florida Family Resource Center, Inc 20-2927044 501(c)(3) X X X $5,000 00 Safer Dallas, Better Dallas 20-3152579 501(c)(3) X X X $12,500 00 Moving Picture Institute 20-3237801 501(c)(3) X X X $145,000 00 Center for Competitive Politics 20-3676886 501(c)(3) X X X $526,480 00 Public Policy Foundation of West Virginia 20-5955827 501(c)(3) X X X $40,000 00 Lucy Burns Institute 20-8036372 501 X X X $920,000 00 Platte Institute for Economic Research 20-8809060 501(c)(3) X X X $15,000 00 1 North Dakota Policy Council 20-8862761 501(c)(3) X X X $19,000 00 I Ayn Rand Institute 22~2570926 501(c)(3) X X X $25,000 00 Pioneer Institute for Public Policy Research 22-2632081 501(c)(3) X X X $15,000 00 Josiah Bartlett Center for Public Policy 22-3235650 501(c)(3) X X X $90,000 00 Foundation for Jewish Camping, Inc 22-3551013 501(c)(3) X X X $7,500,000 00 Partners Relief and Development 22-3786806 501(c)(3) X X X $10,000 00 Institute for the Analysis of Global Security 22-3880419 501(c)(3) X X X $10,000 00 Maine Heritage Policy Center 22-3888250 501(c)(3) X X X $75,000 00 I Amer1ca's Majority Foundation 22-3947727 501(c)(3) X X X $5,000 00 l Commonwealth Foundation for Public Policy Alternative 23-2473845 5(mc)(3) X X X $160,000 00 Young America's Foundation 23-7042029 501(c)(3) X X X $255,000 00 Kansas Policy Institute 23-7047821 501(c)(3) X X X $125,000 00 Westchester Community College Foundation 23-7050397 501(c)(3) X X X $369,000 00 Greater Houston Community Foundation 23-7160400 501(c)(3) X X X $3,000,000 00 Hentage Foundation 237327730 501(c)(3) X X X $0 00 Cato Institute 23-7432162 501(c)(3) X X X $50,000 00 Schedule A, L11(h) (Fomt 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0017 Donors Capital Fund, Inc 54-1934032 - A, Line 1 1 (continued) 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 (see oolumn (I) listed in column (I) of your column (I) Instructlons)) your governing supon7 organized in the doucmnetMiddle East Forum 23-7749796 501(c)(3) X X X $2,225,000 00 Lincoln Institute of Public Opinion Research 25-1704705 501 X X X $15,000 00 Foundation 251725738 501(c)(3) X X X $830,000 00 Small Business HI Entrepr Edu 26-1210792 501(c)(3) X X X $225,000 00 American Magonty 26-1501154 501(c)(3) X X X $1,380,000 00 Pelican Institute for Public Policy 26-1704791 501(c)(3) X X X $130,000 00 John K Maclver Institute for Public Policy 26-2639114 501(c)(3) X X X $10,000 00 Wyoming Liberty Group_ 26-2828115 501(c)(3) X X X $15,000 00 Texas Watchdog 26-3057133 501(c)(3) X X X $300,000 00 Idaho Freedom Foundation 26-3783048 501(c)(3) X X X $105,000 00 Franklin Center 26-4066298 501(c)(3) X X X $5,210,115 00 Alaska Policy Forum 26-4380206 501(c)(3) X X X $5,000 00 Foundation for Ethics in Public Service 26-4505542 501(c)(3) X X X $75,000 00 Susan B Anthony List Education Fund 26-4788700 501(c)(3) X X X $5,000 00 Advance Arkansas Institute 270271657 501(c)(3) X X X $100,000 00 Common Sense Institute 27-0643638 501(c)(3) X X X $90,000 00 MarylandReporter com, Inc 27-0853887 501(c)(3) X X X $115,000 00 Cowboy State Free Press 27-0886247 501(c)(3) X X X $75,000 00 Missoun News Honzon 27-0992279 501(c)(3) X X X $165,000 00 Sunshine Review 27-1501919 501(c)(3) X X X $887,000 00 1851 Center for Constitutional Law 27-1636436 501(c)(3) X X X $50,000 00 Buckeye Institute 31-1278593 501(c)(3) X X X $2,500 00 Schwab Chantable Gi Fund 31-1640316 501(c)(3) X X X $125,000 00 Mastermedia 330104548 501(c)(3) X X X $1,200 00 University of Notre Dame 35-0868188 501(c)(3) X X X $25,000 00 Federalist Society 363235550 501(c)(3) X X X $1,282,700 00 Schedule A, L11(h) (Fonn 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0018 Donors Capital Fund, Inc 54-1934032 4 A, Line 11(h) (continued) 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 (see column (I) listed in column (I) of your column (I) |nstructlons)) your governing suport? organized in the doucmnetHeartland Institute 36-3309812 501(c)(3) X X X $979,000 00 Illinois Taxpayer Education Foundation 36-3955081 501(c)(3) X X X $102,000 00 Freedom Foundation of MN 36-4592698 501(c)(3) X X X $175,000 00 Carthage College 37-0661496 501(c)(3) X X X $50,000 00 Hillsdale College 38-1374230 501(c)(3) X X X $10,000 00 Mackinac Center for Public Policy 38-2701547 501 X X X $398,000 00 Acton Institute 38-2926822 501(c)(3) X X X $504,001 00 Dominican Sisters of Mary, Mother of the Eucharist 38-3349686 501(c)(3) X X X $5,000 00 Illinois Policy Institute 41-2057028 501(c)(3) X X X $145,000 00 Public Interest Institute 42-1347192 501(c)(3) X X X $5,000 00 I George Mason Environmental Law I Clinic 45-1602963 501(c)(3) X X X $15,000 00 I Landmark Legal Foundation 51-0203802 501(c)(3) X X X $5,000 00 American Legislative Exchange I Council 52-0140979 501(c)(3) X X X $20,000 00 I I Center for Independem Thought 52-0945376 501(c)(3) X X X $100,000 00 I 1 Institute on Religion 8. Democracy 52-1265221 501(c)(3) X X X $200,000 00 I Committee for Accuracy in Middle East I Reporting in America 52-1332702 501(c)(3) X X X $250,000 00 I Competitive Enterprise Institute 52-1351785 501(c)(3) X X X $200,000 00 Yankee Institute 52-1358144 501(c)(3) X X X $115,000 00 I l Free To Choose Network, Inc 52-1455677 501(c)(3) X X X $314,675 00 I US English Foundation 52-1524976 501(c)(3) X X X $25,000 00 Americans for Prospenty Foundation 52-1527294 501(c)(3) X X X $50,000 00 I i Center for Security Policy 52-1601976 501(c)(3) X X X $825,000 00 I I Institute for Justice 52-1744337 501(c)(3) X X X $160,000 00 I National Legal Policy Center 52-1750188 501(c)(3) X X X $1,500 00 American Council of Trustees and 3 Alumni 52-1870003 501(c)(3) X X X $560,000 00 I i American Civil Rights Institute 52-2004697 501(c)(3) X X X $200,000 00 I Schedule A, L11(h) (Fomi 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0019 Donors Capital Fund, Inc 54-1934032 5 . A, Line 11(h) (continued) Name of supported (ii) EIN Type or organization (iv) Is the Did you notify (vi) Is the (vii) Amount of support organization (descnbed on lines 1-9 organization in me organization in organization in above or IRC section (see column (I) listed in column (I) of your column (I) your governing suport? organized in the doucmnefDonorsTrust 52-2166327 501(c)(3) X X X $3,804,715 88 Maryland Public Policy Institute 52-2199055 501(c)(3) X X X $80,000 00 International Policy Network US, Inc 52-2363626 501(c)(3) X X X $181,500 00 Georgetown University 53-0196603 501(c)(3) X X X $25,000 00 American Enterprise Institute 53-0218495 501 X X X $2,428,440 00 Mt Vernon Ladies Association 54-0564701 501(c)(3) X X X $1,000 00 Museum of the Confederacy 54-0699599 501(c)(3) X X X $15,000 00 Christopher Newport University 54~0701501 501(c)(3) X X X $25,000 00 Christendom College 544031437 501(c)(3) X X X $27,000 00 Civil War Trust 544426643 501(c)(3) X X X $20,000 00 I Media Research Center 54-1429009 501(c)(3) X X X $25,000 00 Mercatus cemer, GMU 541436224 501(c)(3) X X X $150,000 00 I GMU Foundation (School of Law) 54-1603842 501(c)(3) X X X $500,000 00 I GMU Foundation 54-1603842 501(c)(3) X X X $1,325,000 00 I i University of Virginia Foundation 54-1682176 501(c)(3) X X X $25,000 00 Patrick Henry Center for Individual I Liberty 54-1865661 501(c)(3) X X X $5,000 00 I I LeeFendaII House Museum 54-607!-3244 501(c)(3) X X X $5,000 00 I Duke University 56-0532129 501(c)(3) X X X $25,000 00 John Locke Foundation 56-1656943 501(c)(3) X X X $100,000 00 SoLrIh Carolina Policy Council 570835744 501(c)(3) X X X $390,000 00 State Policy Network 57-0952531 501(c)(3) X X X $1,973,204 00 Emory University 58-0566256 501(c)(3) X X X $50,000 00 Public Service Research Foundation 58-1442675 501(c)(3) X X X $25,000 00 Georgia Public Policy Foundation 58-1943161 501(c)(3) X X X $65,000 00 National Right to Work Legal Defense Foundation, Inc 59-1588825 501(c)(3) X X X $16,000 00 James Madison Institute for Public Policy 59-2811908 501(c)(3) X X X $180,000 00 Schedule A, L1 1 (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0020 Donors Capital Fund, Inc 54-1934032 6 A, LIne 11(h) (contInued) (I) Name of supported (II) EIN Type of orgamzatlon (Iv) Is the you notrfy (VI) Is the (VII) Amount of support organIzatIon (descnbed on |Ines 1-9 organIzatIon In the orgamzatlon In organlzatron In above or sectron (see column (I) lrsted In column (I) of your column (I) Instructlons)) your govemIng supon7 organIzed In the doucmnet7 Cumberland College 61-0470593 501(c)(3) X X X $6,500 00 Rhodes College 62O476301 501(c)(3) X X X $25,000 00 NFIB Legal Foundatlon 62-1570449 501(c)(3) X X X $5,000 00 Alabama FamIly 63-0809568 501(c)(3) X X X $0 00 Alabama PolIcy 63-0809568 501(c)(3) X X X $155,000 00 MIssIssIppI Center for PubIIc Pollcy 6-#0797905 501(c)(3) X X X $80,000 00 Oklahoma CouncIl of PublIc Affalrs 73-1436375 501(c)(3) X X X $275,000 00 Secunty Research AssocIates, Inc 74-2209420 501(c)(3) X X X $10,000 00 Texas Pub|Ic PolIcy Foundatlon 742524057 501 X X X $105,000 00 MIracle FoundatIon 74-2989580 501(c)(3) X X X $500 00 UnIversIty of Texas - Austrn 74-6000203 501(c)(3) X X X $25,000 00 MIdland - Odessa Chorale 75-1301544 501(c)(3) X X X $5,000 00 UnIversIty of Texas of the Penman Basrn 75-1614818 501(c)(3) X X X $40,000 00 Thar ChrIstIan Foundatlon 75-1730295 501(c)(3) X X X $13,000 00 Fnends of the Dallas Pub|Ic Lrbrary, 75-2033106 501(c)(3) X X X $20,000 00 East-West MInIs1nes lntemahonal 75-2486132 501(c)(3) X X X $1,200 00 Teen F L O W Youth MInIstnes 75-2899609 501(c)(3) X X X $21,200 00 Young Lrfe 84-0385934 501(c)(3) X X X $18,450 00 Mountam States Legal Foundatron 84-0736725 501(c)(3) X X X $2,000 00 Independence 84-0990300 501(c)(3) X X X $215,000 00 School Performance, 84-1668293 501(c)(3) X X X $300,000 00 Grande Foundatron 85-0468446 501(c)(3) X X X $125,000 00 Goldwater InstItute 86-0597661 501(c)(3) X X X $72,000 00 Sutherland lnstItute 87-0531727 501(c)(3) X X X $50,000 00 Global Jushce Group B70748812 501(c)(3) X X X $250,000 00 Nevada Pollcy Research lnstItute 88-0276314 501(c)(3) X X X $95,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0021 Donors Capital Fund, Inc 54-1934032 . A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) Is the Did you notrly (vi) Is the (vii) Amount of support organization (descnbed on lines 1-9 organization in the organization in organization in above or IRC section (see column (I) listed in column (I) of your column (I) InstructIons)) your goveming suport? organized in the doucmnet7 Washington Policy Center 91-1752769 501(c)(3) X X X $50,000 00 Cascade Policy Institute 93-1045925 501(c)(3) X X X $200,000 00 Castilleja School 940373222 501(c)(3) X X X $10,000 00 Institute for Humane Studies 944623852 501 X X X $404,424 00 Research Institute r Public Policy 94-2528433 501(c)(3) X X X $28,000 00 Freedom Foundation 94-3136961 501(c)(3) X X X $63,500 00 Students for Liberty 94-3435899 501(c)(3) X X X $92,912 00 Claremont McKenna College 95-1664101 501(c)(3) X X X $25,000 00 Focus on the Family 95-3188150 501(c)(3) X X X $1,200 00 Reason Foundation 95-3298239 501(c)(3) X X X $68,639 00 Claremont Institute 95-3443202 501(c)(3) X X X $33,911 00 Campus Cnisade for Christ 95-6006173 501(c)(3) X X X $2,700 00 Asian Access 95-6120630 501(c)(3) X X X $1,200 00 Well Community 501(c)(3) X X X $5,000 00 Maclver Institute 501(c)(3) X X X $6,000 00 I-20 Preserve 501(c)(3) X X X $10,000 00 Life Church 501(c)(3) X X X $10,000 00 World Journalism Institute 501(c)(3) X X X $30,000 00 First Presbytenan Church-Midland TX 501(c)(3) X X X $34,800 00 Schedule A, L11(h) (Fonn 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0022 Schedule A (Form 990 or 990-EZ) 2011 Donors Capital Fund, Inc 54-1934032 Page 2 [Part II [Support Schedule for Organizations Described in Sections 170(b)(1XA)(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 Ill If the organization fails to qualify under the tests listed below, please complete Part Section A. Public Support 53' Ye" 2oo7 2008 2009 201 o 201 1 (0 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 6 Public support. Subtract line 5 from line Section B. Total Support l l l 2oo7 zoos 2009 201 o 201 1 (0 Total 7 Amounts from line 4 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 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 H Section C. Computation of Public Support Percentage 14 Public support percentage for 2011 (line 6, column divided by line 11, column (0) 14 i 15 Public support percentage from 2010 Schedule A, Part II, line 14 15 l 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 El 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 173 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 D b 10%-facts-and-circumstances test 2010. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances test The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions BAA Schedule A (Form 990 or 990-EZ) 2011 TEEA04-02 1 CITIZENAUDIT.ORG PAGE #0023 Schedule A (Form 990 or 990-EZ) 2011 Donors Capital Fund, Inc .54-1934032 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 Section A. Public Support Calendar year (or fiscal yr beginning in)> 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 levied for the organization's benefit and either paid to or expended on its behalf . 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 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) 2007 2008 2009 2010 201 1 (0 Total 415dz-rr:97p-on ee;i Section B. Total Support Calendar year (or fiscal yr beginning in) 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 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 13 Total support. (Add lns9, 10c, 11, 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) 2007 2008 (C) 2009 2010 201 1 Total organization, check this box and stop here 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 33-1l3% 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 33-1l3% 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 BAA TEEA0403 05/25/1 1 :9 Schedule A (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0024 Schedule A (Form 990 or 990-EZ) 2011 Donors Capital Fund, Inc 54-1934032 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 Ill, line 12. Also complete this part for any additional information. (See instructions). BAA Schedule A (Form 990 or 990-EZ) 2011 TEEA0404 05I25l1 1 CITIZENAUDIT.ORG PAGE #0025 a (Form 990) OMB No I545-0047 2011 Open to Public Inspection SCHEDULE D Supplemental Financial Statements Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 6, 7, 8, or 12b. Depanmem of me Tfeasury Attach to Fonn 990 See separate instructions Internal Revenue Service Name of the organization Employer identication number Donors Capital Fund, Inc 541934032 |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 Total number at end of year 16 . Aggregate contributions to (during year) 60 622 937 . Aggregate grants from (during year) 5 6 612 510 . Aggregate value at end of year 35 310 960 . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised are the property, suhrect to the organization's exclusive legal control? LXJ 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 [Part 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 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 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 subject 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? 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 and section 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 |Part Ill 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 H6 (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 1 b Assets included in Form 990, Part X BAA For Paperwork Reduction Act Notice, see the Instructions for Fonn 990. TEEA3301 05/25/11 Schedule D (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0026 Schedule D (Form 990) 2011 Donors Cagital Fund, Inc I!Pait Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 54-1934032 Page2 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 6 d Loan or exchange programs Other 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes No 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 XIV and complete the following table: c Beginning balance d Additions during the year e Distributions during the year f Ending balance 2a Did the organization include an amou b If 'Yes,' explain the arrangement in Part XIV nt on Form 990, Part X, line 217 i0'ui'1t Yes I Endowment Funds. Complete if the organization answered Yes to Form 990, Part IV, line 10. 1a Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs I Administrative expenses g End of year balance Current year Prior year Two years back Three years back Four years back 31,734, 450. 55,375,240. 55,286, 390. 94,469,4s4.m 60, 622, 937 . 14,575,630. 56,570, 167. 41,649.571.m 497,225. 3,761, 905. 3,917, 740. -9, 422, 190. 56, 612, 510 . 41,100,998. 59,778, 237. 7o,858.213.m 12, 686. 496,574. 0. 0. 662, 685 . 380,753. 620, 820. 552,242. 35,566,731. 31,734,450. 55,375, 240. 55.286.39o.m 2 Provide the estimated percentage of the current year end balance (line 1g, column held as a Board designated or quasi-endowment b Permanent endowment c Temporarily restricted endowment 100.00 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 (1) unrelated organizations Oi) 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 Part Larg, Buildings, and Equipment. See Form 990, Part X, line 10. Description of property Cost or other basis (investment) Cost or other basis (other) Accumulated Book value de reciation 1 a Land b Buildings c Leasehold improvements d Equipment e Other Total. Add lines 1a through 1e. (Column must equal Form 990, Part X, column (8), line 10(c) BAA TEEA3302 01/16/12 Schedule D (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0027 v Schedule D (Form 990) 2011 Donors Capital Fund, Inc |.Part VII [Investments Other Securities. See Form 990, Part X, line 12. 54-1934032 Page3 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 Total. (Column must equal Farm 990 Part)(, column (B) line 12) [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 (1) (2) (3) (4) (5) (5) (7) (8) (9) (10) Total. (Column musy Form 990, Part)(, column (8) line I3 [Part IX [Other Assets. See Form 990, Part X, line 15. Description Book value (1) Investment in Caxton Select LLC 1, 639, 611. (2) Investment in DCF LLC 778, 688 . (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column must equal Form 990, Part X, column (B), line [Part X lOther Liabilities. See Form 990, Part X, line 25. Description of liability Book value (1) Federal income taxes (2) Amount due Donors Trust, Inc. 79, 329. (3) (4) (5) (6) (7) (8) (9) (10) (11) Total. (Column must equal Farm 990, PartX, column (B) line (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 #0028 Schedule D (Form 990) 2011 Donors Capital Fund, Inc 54-1934 032 Page 4 LPart XI I Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 1 Total revenue (Form 990, Part column (A), line 12) 61, 700, 814 . Total expenses (Form 990, Part IX, column (A), line 25) 57 382 08 9 . Excess or (deficit) for the year Subtract line 2 from line 1 4 318 725 . Net unrealized gains (losses) on investments -580 652 . Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV.) Total adjustments (net). Add lines 4 through 8 -580 652 . 10 Excess or (deficit) for the year per audited financial statements Combine lines [Part XII I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements 1 61, 120, 162 . 2 Amounts included on line 1 but not on Form 990, Part line 12 a Net unrealized gains on investments 2a -580, 652 . b 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 -580, 652. 3 Subtract line 2e from |ine1 3 61 700, 814 . 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 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 61 700, 814 . [Part |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 2b c Other losses 2c d Other (Describe in Part XIV) 2d 1 I e Add lines 2a through 2d 2e j 3 Subtract line 2e from |ine1 57 382 08 9 . 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 f b Other (Describe in Part XIV) 4b c Add lines 43 and 4b 4c 5 Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 78Part XIV I Supplemental Information Complete this part to provide the descriptions required 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, line 8, Part XII, lines 2d and 4b; and Part lines 2d and 4b. Also complete this part to provide any additional information BAA TEEA3304 05/25/11 Schedule D (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0029 Schedule D (Form 990) 2011 Donors Capital Fund, Inc 541934032 Page 5 !Part X-IV Supplemental Information (continued) BAA TEEA3305 o5/25/11 Schedule D (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0030 OMB No 1545-oo2i7 SCHEDULE I (Form 990) 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. Department of the Treasury Attatch to Form 990_ Internal Revenue Service Employer identication number Name of the organization Donors Capital Fund. Inc Iiant 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 rants 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 . . >Jj 1 (3) Name and address Of 0f9an|Z3I|0" EIN IRC section (cl) Amount of cash grant (er) Amount of non-cash (0 M9thd Description of Purpose of grant (bkv FMV- aPP"a'5a'- non-cash assistance or assistance or government if applicable assistance other) 112 p2<1e_s_ . . 14 8 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 Form 990. TEEA39OI I CITIZENAUDIT.ORG PAGE #0031 Donors Capital Fund, Inc 54-1934032 1 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. la) 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) Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford. CT 06108 52-1358144 501(c)(3) $15,000 00 for general QEFBIIODS Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 5241358144 501(c)(3) $15,000 00 for general ggrations Commonwealth Foundation for Public Policy Altemative 225 State Street Suite 302 HBWISDUIEA 17101 23-2473845 501(c)(3) $35,000 00 for a news bureau match Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 HBHISDUIEA 17101 23-2473845 501(c)(3) $25,000 00 for a Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $10,000 00 NIA for e matchIng_grant Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $5,000 00 for a matching grant Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501 $10,000 00 for a matching_grant Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) $20,000 00 for e matchinggrant Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0032 Donors Capital FuLd, Inc 54-1934032 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in 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) Maclver Institute 44 East Street Suite 201 Madison, WI 53703 501(c)(3) $6,000 00 for transgency match North Dakota Policy Council PO Box 3007 Bismarck, ND 58502 2043862761 501(c)(3) $4,000 00 for capacity match Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $50,000 00 for a matching grant State Policy Network 1655 North Fort Myer Drive . Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $44,219 00 for capacy building Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $77,015 00 for 2011 news bureau State Policy Network 1655 North Fort Myer Drlve Suite 360 Arlington. VA 22209-3108 57-0952531 $7,985 00 for a matching grant American Enterprise Institute 1150 Seventeenth Street, NW to support projects as part of Washington, DC 20036 53-0218495 501(c)(3) $2,000,000 00 the National Research lniative American Civil Rights Institute PO Box 188350 Sacramento, CA 95818 52-2004697 501(c)(3) $200,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0033 Donors Capital Fund, Inc 54-1934032 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 (8) Amount of NonCash Assistance (fl Method of Valuation (book, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance American Council of Trustees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 52-1870003 501(c)(3) $500,000 00 for general operations Bar-llan University 160 East 56th Street New York, NY 10022 13-6192275 501(c)(3) $5,000,000 00 for the Galilee Medical Center Claremont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 9543443202 501(c)(3) $33,911 00 for general operations Foundation for Jewish Camping, Inc 15 West 36th Street. 13th FL New York, NY 10018 22-3551013 501(c)(3) $7,500,000 00 for year 2011 general operations Heartland Institute One South Wacker Drive Suite 2740 Chicago, IL 60606 36-3309812 501(c)(3) $850,000 00 for year 201 1 general operations Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $200,000 00 in support of staff position State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $500,000 00 for capacity building 1851 Center for Constitutional Law 208 East State Street Columbus, OH 43215 27-1 636436 501(c)(3) $50,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0034 Donors Capital Fund, Inc 54-1934032 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 Id) Amount of Cash Grant Amount of Non-Cash Assistance If) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance (ht Purpose of Grant or Assistance Public Service Research Foundation 320 D Maple Avenue, East Vienna, VA 22180 58-1442675 501(c)(3) $25,000 00 for general operations Sunshine Review 3901 Courtland Circle Suite 100 Alexandria, VA 22305 27-1501919 501(c)(3) $250,000 00 for general operations Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $410,000 00 for general operations Pacic Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $28,000 00 for participation at American Legislative Exchange Council meeting Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $22,000 00 for participation at Amerlcan Legislative Exchange Council meeting State Policy Network 1655 North Fort Myer Drive Suite 360 Artington, VA 22209-3108 57-0952531 501(c)(3) $40,000 00 for participation at Amerlcan Legislative Exchange Council meeting Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91 -1 752769 501(c)(3) $25,000 00 for participation at American Legislative Exchange Council meeting Oklahoma Council of Public Affairs 1401 N Lincoln Oklahoma City, OK 73104-2801 73-1436375 so1(c)(a) $25,000 00 for participation at American Legislative Exchange Council meeting Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0035 Donors Capital Fund, Inc 544934032 5 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. la) (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) Freedom Foundation for participation at American PO Box 522 Legislative Exchange Council Olympia, WA 98507-0522 94-3136961 501(c)(3) $3,500 00 meeting I nois Policy Institute 190 South LaSalIe Street for participation at American Suite 1630 Legislative Exchange Council Chicago, IL 60603 41-2057028 501(c)(3) $25,000 00 meeting US English Foundation 2000 L Street, NW Suite 702 Washington, DC 20036 52-1524976 501(c)(3) $25,000 00 for general operations Lincoln Institute of Public Opinion Research 4807 Jonestown Rd Ste 242 Harrisburg, PA 17109 25-1704705 501(c)(3) $15,000 00 for general operations Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $22,500 00 for ioumalism program Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $15,000 00 for ioumalism program Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $27,500 00 for ioumalism program Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000 00 for ioumalism program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0036 Donors Capital Fund, Inc 54-1934032 6 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. (3) lb) (6) 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) James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $30,000 00 for joumalisprogram Georgia Public Policy Foundation 6100 Lake Forrest Drive, Suite 110 Atlanta, GA 30328-3835 58-1943161 $22,500 00 for Journalism program Small Business HI Entrepr Edu 6600 Kalanianaole Highway Suite 212 Honolulu, HI 96825 26-1210792 501(c)(3) $75,000 00 for journalism operations Idaho Freedom Foundation PO Box 2801 Boise. ID 83701 26-3783048 501(c)(3) $17,500 00 for Joumalism program Idaho Freedom Foundation PO Box 2801 Boise. ID 83701 26-3783048 501(c)(3) $30,000 00 for Journalism program Illinois Policy Institute 190 South LaSaI|e Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $30,000 00 for joumalisprogram Franklin Center 1229 King Street 3rd Floor for and growing Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 Illinois Statehouse News Franklin Center 1229 King Street 3rd Floor to open a full service news Alexandria, VA 22314 26-4066298 501(c)(3) $75,000 00 bureau in Iowa Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0037 Donors Capital Fund, Inc 54-1934032 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 (17) EIN (C) 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 Purpose of Grant or Assistance Kansas Policy Institute 250 N Water St ,#216 Wichita, KS 67202-1215 237047821 501(c)(3) $20,000 00 for ioumallsm protm Kansas Policy Institute 250 N Water St ,#216 Wichita, KS 67202-1215 237047821 5o1(g(3) $37,500 00 for daily coverage of state capitol Pelican Institute lor Public Policy 643 Magazine street Suite 301 New Orleans. LA 70130 26-1704791 501(c)(3) $17,500 00 for ioumalism proggtm Pelican Institute for Publlc Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1704791 $15,000 00 for statehouse reporting program Maine Heritage POIIC) Center PO Box 7829 Portland, ME 04112 22-3888250 51jE)(3) $17,500 00 for ioumalism program Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 509(3) $22,500 00 for general operations MarylandReponer com. Inc 6392 Shadowshape Place Columbia, MD 21045-4527 27-0853887 501(c)(3) $45,000 00 for journalism program Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $30,000 00 for Ioumalism Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0038 Donors Capital Fund, Inc 54-1934032 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 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 Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $62,500 00 for statehouse reporting program Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 36-4592698 501(c)(3) $20,000 00 torjoumalism program Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 36-4592698 501(c)(3) $30,000 00 for open statehouse bureau in Minnesota Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 2641066298 501(c)(3) $32,500 00 for Missouri Watchdog Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $25,000 00 for ioumalism program Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $30,000 00 for statehouse reporting program Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $32,500 00 for Nebraska Watchdog Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 501(c)(3) $17,500 00 for journalism program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0039 Donors Capital Fund, Inc 54-1934032 9 K. 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, Non-Cash Grant or Government Applicable Assistance appraisal, Assistance Assistance other) Franklin Center 1229 King Street 3rd Floor for ioumalism operations at Alexandria, VA 22314 26-4066298 501(c)(3) $102,500 00 Nevada News Bureau Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) $25,000 00 for joumalism program Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $12,500 00 for expanding NJ Watchdog Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $20,000 00 for journalism program Rio Grande Foundation PO Box 40336 for statehouse reporting Albuquerque, NM 87196 85-0468446 501(c)(3) $22,500 00 program John Locke Foundation 200 West Morgan Street Suite 200 for completing 3 year Raleigh, NC 27601 56-1656943 501(c)(3) $17,500 00 expansion of Carolina Journal Foundation for Ethics in Public Service 333 Sayetvilla Street Suite 506 Raleigh, NC 27601 264505542 501(c)(3) $50,000 00 for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 2640656298 501(c)(3) $37,500 00 for advertising initiative Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0040 Donors Capital Fund, Inc 54-1934032 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 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 Alexandria, VA 22314 26-4066298 501(c)(3) $50,000 00 for Ohio Watchdog Oklahoma Council of Public Affairs 1401 N Lincoln Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $80,000 00 for ioumalism program Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 Portland, OR 97225 93-1045925 501(c)(3) $17,500 00 for ioumalism program Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 Portland, OR 97225 93-1045925 501(c)(3L $45,000 00 for statehouse reporting program Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $65,000 00 for joumalism program South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)L $75,000 00 for Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $30,000 00 for journalism program Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501 $37,500 00 for ioumalism Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0041 Donors Capital Fund, Inc 54-1934032 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 (G) 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 Texas Watchdog 945 McKinney Street #221 Houston, TX 77002 26-3057133 501(c)(3) $100,000 00 for journalism and training program Texas Watchdog 945 McKinney Street #221 Houston, TX 77002 26-3057133 501(c)(3) $50,000 00 for statehouse news program Sutherland Institute Gateway Tower West Building 15 West South Temple. Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $10,000 00 for ioumalism program Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $32,500 00 for Old Dominion Watchdo Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 2641066298 501(c)(3) $50,000 00 for expanding Virginia Statehouse News Freedom Foundation PO Box 522 Olympia, WA 98507-0522 94-3136961 501(c)(3) $17,500 00 for journalism program Public Policy Foundation of West Virginia PO Box 1118 Morgantown, WV 26505 20-5955827 501(c)(3) $20,000 00 for journalism program John K Maclver Institute for Public Policy 44 East Mifflin Street Suite 201 Madison, WI 53703 26-26391 14 501(c)(3) $10,000 00 for ioumalism program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0042 Donors Cagtal Fund, Inc 54-1934032 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 (bl EIN (C) IRC Section if Applicable 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 Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin. TX 78701 74-2524057 501(c)@ $30,000 00 foggumalism program Cowboy State Free Press 1813 Dillion Avenue Attn Bill McCarthy Cheyenne, WY 82001 27-0886247 501 $37,500 00 forjgumalism operations Missouri News Horizon 6 Whiteohapel Court Glen Carbon, IL 62034 27-0992279 501(c)(3L $62,500 00 for oumalism operations Greater Houston Community Foundation 5120 Woodway Dr Ste 6000 Houston, TX 7056 23-7160400 501 (c)(31 $3,000,000 00 for an advised fund DonorsTnist 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $2,000,000 00 for an advised fund Sunshine Review 3901 Courtland Circle Suite 100 Alexandria, VA 22305 27-1501919 501(c)(3) $193,500 00 for generalnerations First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)@ $4,200 00 torgeneral operations Teen F L O W Youth Ministries PO Box 733 Midland. TX 79702 75-2899609 501tc)j3) $600 00 for general operations Schedule I (Form 990 or 990EZ) 2011 T CITIZENAUDIT.ORG PAGE #0043 Donors Capital Fund, Inc 54-1934032 13 I, Grants to Organizations and Indviduals in the U S Part II, Grants to Organizations and Governments in 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) Young Life PO Box 520 in support of the Cimarron Colorado ngs, CO 80901 840385934 501 $600 00 Re Ion (AF75-4110) Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $1,937,050 00 fogqeneral operations StudentNewsDaily com PO Box 30353 Edmund, OK 73003 05-0611977 501(c)(3) $25,000 00 for general operations John W Pope Civitas Institute 100 South Harrington Street for full time statehouse Raleigh, NC 27603 20-2454741 501(c)(3) $20,000 00 reporting program Young Life PO Box 520 for March 2011 Dominican Colorado Springs, CO 80901 84-0385934 501(c)(3) $250 00 Republic Mission Trip I-20 Wildlife Preserve P 0 Box 2906 Midland, TX 79702 501(c)(3) $10,000 00 for a matching grant Reason Foundation 5737 Mesmer Avenue Los Angeles, CA 90230-6316 95-3298239 501(c)(3) $68,639 00 1t>_rgeneraI operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $404,424 00 fggeneral operations Schedule I (Form 990 or 990EZ) 2011 CITIZENAUDIT.ORG PAGE #0044 Donors Capital Fund, Inc 54-1934032 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 lh) Purpose of Grant or Assistance lnstitute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52- 1 744337 501(c)(3) $7,500 00 for general erations Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501190) $3,000 00 for participation at American Legislative Exchange Council meeting John Locke Foundation 200 West Morgan Street Suite 200 Raleigh. NC 27601 5646569413 501(c)(3) $25,000 00 for participation at Amerlcan Legislative Exchange Council meeting Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 $25,000 00 for perticlpation at American Legislative Exchange Council meeting Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 PA 17101 23-2473845 $25,000 00 for participation at American Legislative Exchange Council meeting GMU Foundation (School of Law) 3301 Fairfax Drive Arlington, VA 22201 54-1603842 5039(3) $500,000 00 for faculty improvement Boston College - Political Science Dept 200 McGuinn Hall, Boston College 140 Commonwealth Avenue Chestnut Hill, MA 02467 042103545 5019(3) $25,000 00 for the establishment of a JMC-Ventas Higher Education Initiative University of Notre Dame 110 Grace Hall Tocqueville Center, University of Notre Dame Notre Dame. IN 46556 35-0868188 501(c)(3) $25,000 00 for the establishment of a JMC-Veritas Higher Education lnitlative Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0045 Donors Capital Fund, Inc 54-1934032 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 (0) 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 Georgetown University Tocqueville Forum 3240 Prospect St NW, Third Floor Washington, DC 20007 53-0196603 501(c)(3) $25,000 00 for the establishment of a JMC-Veritas Higher Education Initiative University of Virginia Foundation Dept of Politics, University of Virginia 232 Cabell Hall, PO Box 400787 Cherlottesville, VA 22904-4787 54-1682176 501(c)(3) $25,000 00 for the establishment of a JMC-Veritas Higher Education Initiative University of Texas - Austin 1 University Station C4100 Austin. TX 78712 74-6000203 501(c)(3) $25,000 00 for the establishment of a JMC-Ventas Higher Education Initiative Bar-llan 160 East 56th Street New York, NY 10022 13-6192275 501(c)(3) $250,000 00 for general operations Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $250,000 00 for general operatlons National Right to Work Legal Defense Foundation, Inc 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $1,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $150,000 00 for pension issue education American Majority PO Box 87 Purcellv a, VA 20134 26-1501154 501(c)(3) $75,000 00 for state level recall education Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0046 Donors Capital Fund, Inc 54-1934032 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 (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Institute on Religion 8- Democracy 1023 15th Street, NW Suite 601 Washington, DC 20005-2601 52-1 265221 501(c)(3) $200,000 00 for methodlst quadrennial Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1 351 785 501(c)(3) $200,000 00 for general operations ($100,000) and for expansion project ($100,000) Christendom College 134 Christendom Drive Front Royal, VA 22630 5440314317 501(c)(3) $27,000 00 for general operations Foundation 715 Queen Anne Road Teaneck, NJ 07666 25-1725738 501(c)(3) $830,000 00 for continuation of program in economics Jerusalem Institute for Market Studies 9728 S Crescent View Drive Boynton Beach, FL 33437 20-0105601 501(c)(3) $50,000 00 for general operatlons Federalist Society 1015 18th Street, NW Suite 425 Washington. DC 20036-5221 36-3235550 501(c)(3) $300,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $10,000 00 for start-up activities in Arkansas Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $50,000 00 for direct mail efforts Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0047 Donors Capital Fund, Inc 54-1934032 I. Grants to Organlzations 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 Id) Amount of Cash Grant Amount of Non-Cash Assistance If) Method of Valuatlon (book. FMV. appraisal, other) (9) Description of Non-Cash Assistance lh) Purpose of Grant or Assistance Commonwealth Foundation for Publlc Policy Altemative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $50,000 00 for direct mail efforts Alabama Policy Institute 404 Office Park Drive Suite 300 Birmingham. AL 35223 63-0809568 501(c)(3) $30,000 00 for direct mail efforts GMU Foundation Department of Economics, Enterprise Hall George Mason University Fairfax, VA 22030 5446033842 501(c)(3) $25,000 00 in recognition of the wisdom and wit of Professor Donald J Boudreaux GMU Foundation Department of Economics. Enterprise Hall George Mason University Fairfax. VA 22030 54-1603842 501(c)(3) 3400.000 00 for the Law and Economics program Rhodes College Department of Political Science 2000 N Parkway Memphis. TN 38112 62-0476301 501(c)(3) $25,000 00 for the establishment of a JMC-Veritas Higher Education Initiative Claremont McKenna College Salvatori Center 850 Columbia Avenue Claremont, CA 91711 95-1664101 501(c)(3) $25.000 00 for the establishment of JMC- Veritas Higher Education Initiative Carthage College Dept of Political Science 2001 Alford Park Dr . Lentz Hall 4178 Kenosha, WI 53140 37-0661496 501(c)(3) $50,000 00 for the establishment of JMC Veritas Higher Education Initiative Alabama Policy Institute 404 Office Park Drive Suite 300 Birmingham. AL 35223 6130809568 501(c)(3) $37,500 00 for ioumalism program 17 Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0048 Donors Capital Fund, Inc 54-1934032 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 (cl IRC Section if Applicable Amount of Cash Grant (6) Amount of Non-Cash Assistance Method of Valuation (book, FIVIV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $250,000 00 for second quaner of 2011 eneral operations Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) $26,480 00 for the RBC project Emory University 1599 Clifton Road NE 4th FL Atlanta, GA 30322 58-0566256 501(c)(3) $50,000 00 for the establishment of a JMC-Veritas Higher Education Initiative Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $40,000 00 for start-up activities in Arkansas Common Sense lnstitute 2 Berry Lane Randolph, NJ 07869 27-0643638 501(c)(3) $25,000 00 for start-up activities American Maiority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $600,000 00 for general operations Mercatus Center, GMU George Mason University 3351 North Faiitax Drive, 4th Floor Arlington. VA 22201-4433 54-1436224 501(c)(3) $150,000 00 for the public pension research project Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0049 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and Indviduals in the U S Part ll, Grants to Organizations and Governments in the U.S. Name and Address of Organization or Government EIN (cl IRC Section if Applicable ld) Amount of Cash Grant Amount of Non-Cash Assistance (fl Method of Valuation (book, FNIV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 23-7042029 501(c)(3) $5,000 00 for general operations Media Research Center 325 South Patrick Street Alexandria, VA 22314 54-1429009 501(c)(3) $15,000 00 for general operations Media Research Center 325 South Patrick Street Alexandria. VA 22314 54-1429009 501(c)(3) $10,000 00 for News Toon Night FIRE 601 Walnut Street Suite 510 19106 O4-3467254 $140,000 00 for Jackson Fellowship Comell University Mcgraw Hall, Room 324 Ithaca, NY 14853 15-0532082 $25,000 00 for the establishment of a JMC~Veritas Higher Education Initiative College of the Holy Cross Department of Political Science PO Box 121A, 1 College Street Worcester, MA 01610 04-2103558 501(c)(3) $25,000 00 for the establishment of a JMC~Veritas Higher Education Initiative Thai Christian Foundation 6166 N Central Expressway, Suite 518 Dallas, TX 75206-5133 75-1730295 501(c)(L $13,000 00 for FBR housirg Life Church PO Box 733 Midland. TX 79702 501(c)(3) $10,000 00 for Building Fund Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0050 Donors Capital Fund, Inc 54-1934032 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 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 World Journalism Institute The King's College, Empire State Building 350 Fifth Avenue, Suite 1500 New York, NY 10118 501 $30,000 00 to support 5 internships American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $5,000 00 for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock. AR 72223 270271657 501(c)(3) $25,000 00 for journalism program DonorsTrust 109 Nonh Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $4,715 88 for an advised fund Center for Securlty Policy 1901 Avenue, NW Washington, DC 20006 52-1601976 501(c)(3) $25,000 00 for general operations Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $310,000 00 for general operations Sunshine Review 3901 Courtland Circle Suite 100 Alexandria, VA 22305 27-1501919 501(c)(3) $150,000 00 for general operations Sunshine Review 3901 Courtland Circle Suite 100 Alexandria, VA 22305 27-1501919 501(c)(3) $96,750 00 for State Budget Solutions Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0051 Donors Capital Fund, Inc 54-1934032 l, Grants to Organizations and lndviduals in the U 8 Part II, Grants to Organizations and Governments in the U.S. la) Name and Address of Organization or Government (bl EIN (0) 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 Friends of Israel Center for Social 8. Economic Progress 100 Front Street Suite 945 West Conshohocken, PA 19428 13-3129249 $75,000 00 for general operations Foundation for Economic Education 30 South Broadway lrvington-on-Hudson, NY 10533-2529 1 3-6006960 51Ll@) $100,000 00 for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 $150,000 00 for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 $50,000 00 for general operations Children's Scholarship Fund 8 West 38th Street 9th Floor New York, NY 10018 134002189 501 $150,000 00 for general operations American lslamic Congress 1718 M Street, NW Suite 243 Washington, DC 20036 0646134525 $25,000 00 for general operations Safer Dallas, Better Dallas 3131 McKinney Avenue Suite 720 Dallas, TX 75204 20-3152579 501 $12,500 00 for the Doors Project Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $200,000 00 in support of Hartman Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0052 Donors Cgaital Fund, Inc 54-1934032 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 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 C: Purpose of Grant or Assistance Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 524744337 501 (c)(3L $2,500 00 for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 2 7-02 71657 501(c)(3L $25,000 00 for direct mall efforts Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501 $968,525 00 for eneral operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $400,000 00 for capacity building Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $1,000,000 00 for general operations University of Texas of the Permlan Basin 4901 East University MB 4230 Odessa. TX 79762 75-1614818 501(c)(3) $20,000 00 for the Wagner Noel Perfonning Arts Center Friends of the Dallas Public Library, Inc 1515 Young Street Dallas, TX 75201 75-2033106 501(c)(3) $20,000 00 for the McDennott Center Friends of Ir David 3145 Coney Island Avenue Brooklyn, NY 11235 11-3466176 501(c)(3L $7,000 00 for general operations 22 Schedule I (Form 990 or 990EZ) 2011 CITIZENAUDIT.ORG PAGE #0053 Donors Capital Fund, Inc 54-1934032 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 (el Amount of Non-Cash Assistance If) Method of Valuation (book. FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501 $48,677 35 for 2010 general operations expenses Alabama Policy Institute 404 Ofoe Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) $50,000 00 for ioumalism program Independence Institute 727 East 16th Avenue Denver. CO 80203 84-0990300 501(c)(3) $20,000 00 forgumalism program Independence Institute 727 East 16th Avenue Denver, CO 80203 840990300 501(c)(3) $35,000 00 for statehouse reporting program James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501 $30,000 00 for joumallsm program and transparency training Illinois Policy Institute 190 South LaSaIle Street Suite 1630 Chicago, IL 60603 41-2057028 501 $10,000 00 for ioumalism program Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1704791 $15,000 00 for Loumallsm progm_rr1 Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1704791 501(c)(3) $20,000 00 for statehouse reporting prom-am Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0054 Donors Cajital Fund, Inc 54-1934032 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 (cl 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 Maryland Public Policy Institute PO Box 195 Gerrnantown, MD 20875-0195 52-2199055 $25,000 00 for general operations Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 364592698 $35,000 00 for ioumalism pigram Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 36-4592698 501(c)(3) $20,000 00 for statehouse bureau in Minnesota Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $25,000 00 for expanding NJ Watchdog Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 850468446 sogcxa) $10,000 00 for statehouse reporting program Cascade Policy lnstitute 4850 SW Scholls Feny Road, Ste 103 Portland, OR 97225 93-1045925 $40,000 00 for statehouse reporting program South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 5j)(3) $150,000 00 for jOUlTI&llSm operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $20,000 00 for journalism operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0055 Donors Capital Fund Inc 54-1934032 I, Grants to Organizations and Indviduals in the U.S Part II, Grants to Organizations and Governments in the U.S. (8) Name and Address of Organization or Government EIN (C) IRC Section if Applicable Id) Amount of Cash Grant (9) Amount of Non-Cash Assistance (fl Method of Valuation (book, FMV, appraisal. other) (9) Description of Non-Cash Assistance 25 Purpose of Grant or Assistance Sutherland Institute Gateway Tower West Building 15 West South Temple. Suite 200 Salt Lake City, UT 84101 87-0531727 $15,000 00 for ioumalism program Freedom Foundation PO Box 522 Olympia, WA 98507-0522 94-3136961 5(9(3) $25,000 00 for ioumalism program Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 501(c)(3) $20,000 00 for joumalism program Missouri News Horizon 6 Whitechapel Court Glen Carbon. IL 62034 27-0992279 501(c)(3) $40,000 00 for journalism program Heartland Institute One South Wacker Drive Suite 2740 Chicago, IL 60606 36-3309812 501(9)(3) $129,000 00 $49,000 for the NIPCC/Climate Change project and $80,000 for School Choice in TX Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 $250,000 00 for the 3rd Quarter 012011 eneral operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $254,001 00 for 2010 general operations expenses Global Justice Group 980 Michigan Avenue, Suite 1400 Chicago, IL 60611 87-0748812 501(c)(3) $250,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0056 Donors Capital Fund, Inc 54-1934032 I, 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 Government Applicable Assistance appraisal, Assistance Assistance other) Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $25,000 00 for general operations Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(L $7,000 00 for general operations Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)g3) $7,000 00 forgeneral operations Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3L $7,000 00 fo_rgeneraI oations Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 for the Midland Area suprt Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $7,000 00 for general operations Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1170 Chicago, IL 60605-1150 36-3955081 501(c)(L $7,000 00 torgeneral operations Duke Unlversity PO Box 90204 for the JMC-Veritas Higher Durham, NC 27708 56-0532129 501(c)(3) $25,000 00 Educatlon Initiative at Duke Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0057 Donors Capital Fund, Inc 54-1934032 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 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 Alabama Policy Institute 404 Ofce Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) $37,500 00 for ioumalism program Independence Institute 727 East 16th Avenue Denver, CO 80203 B4-0990300 501(c)(3) $15,000 00 torjoumalism program Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $27,500 00 for statehouse reporting program Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 5243158144 501(c)(3) $15,000 00 for ioumalism program James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $30,000 00 forjoumalism program Georgia Public Policy Foundation 6100 Lake Forrest Drive, Suite 110 Atlanta, GA 30328-3835 584943161 501(c)(3) $22,500 00 for ioumalism program Small Business HI Entrepr Edu 6600 Kalanianaole Highway Suite 212 Honolulu, HI 96825 26-1 210792 501(c)(3) $75,000 00 for ioumalism operations Illinois Policy Institute 190 South Lasalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $30,000 00 for journalism program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0058 Donors Capital Fund, Inc 54-1934032 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 Amount of Non-Cash Assistance If) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Kansas Policy Institute 250 N Water St #216 Wichita, KS 67202-1215 23-7047821 501(c)(3) $20,000 00 for ioumalism program Kansas Policy Institute 250 N Water St . #216 Wichita. KS 67202-1215 23-7047821 501(c)(3) $37,500 00 for daily coverage of state capitol Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1 704791 501(c)(3) $17,500 00 for ioumalism program Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Orleans, LA 70130 26-1 704791 501(c)(3) $15,000 00 for statehouse reporting program Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 223888250 501(c)(3) $17,500 00 for ioumalism program Maryland Public Policy Institute PO Box 195 Gemiantown, MD 20875-0195 52-2199055 501(c)(3) $22,500 00 for general operations MaryIandReporter com, Inc 6392 Shadowshape Place Columbia, MD 21045-4527 27-0853887 501(c)(3) $45.000 00 for ioumalism operations Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $30,000 00 for ioumallsm program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0059 Donors Capital Fund, Inc 54-1934032 I, Grants to Organlzations 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 (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Purpose of Grant or Assistance Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $62,500 00 for statehouse reporting program Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 364592698 501(c)(3) $20,000 00 forjoumalism program Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 36-4592698 501(c)(3) $30,000 00 for statehouse bureau in Minnesota Missouri News Horizon 6 Whitechapel Court Glen Carbon, IL 62034 27-0992279 501(c)(3) $62,500 00 for journalism program Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) $25,000 00 for journalism program Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 20-2591461 501(c)(3) 330.000 00 for statehouse reporting program Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 501(c)(3) $17,500 00 for Journalism program Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $12,500 00 for expanding NJ Watchdog Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0060 Donors Capital Fund, Inc 54-1934032 30 I, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in 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. Assistanoe Assistance other) Rio Grande Foundation PO Box 40336 I Albuquerque, NM 87196 B5-0468446 501(c)(3) $20,000 00 for ioumalism program Rio Grande Foundation PO Box 40336 for slatehouse reporting Albuquerque, NM 87196 85-0468446 501(c)(3) $22,500 00 program John Locke Foundation 200 West Morgan Street Suite 200 for completing 3 year Ralelgh, NC 27601 56-1656943 501(c)(3) $17,500 00 expansion of Carolina Journal Oklahoma Council of Public Affairs 1401 N Lincoln Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $80,000 00 forjoumalism operations Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 Portland, OR 97225 93-1045925 501(c)(3) $17,500 00 for ioumalism program Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 for stalehouse reporting Portland, OR 97225 93-1045925 501(c)(3) $45,000 00 program South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $75,000 00 forjoumalism operations PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $30,000 00 for ioumalism operations Beacon Center of Tennessee Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0061 Donors Capital Fund, Inc 54-1934032 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 (0) IRC Section if Applicable Amount of Cash Grant (9) Amount of Non-Cash Assistance Method of Valuation (book, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Texas Watchdog 945 McKinney Street #221 Houston, TX 77002 26-3057133 501(c)(3) $100,000 00 for goumallsm and training program Texas Watchdog 945 McKinney Street #221 Houston, TX 77002 26-3057133 501(c)(3) $50,000 00 for statehouse news program Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 501(c)(3) $30,000 00 for Journalism program Sutherland Institute Gateway Tower West Building 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $10,000 00 for ioumalism program Freedom Foundation PO Box 522 Olympia, WA 98507-0522 94-3136961 501(c)(3) $17,500 00 for Journalism program Public Policy Foundation of West Virginia PO Box 1118 Morgantown, WV 26505 20-5955827 501(c)(3) $20,000 00 for journalism program John W Pope Civitas Institute 100 South Harrington Street Raleigh, NC 27603 20-2454741 501(c)(3) $20,000 00 for full time statehouse reporting program Museum of the Confederacy 1201 East Clay Street Richmond. VA 23219-1615 54-0699599 501(c)(3) $15,000 00 general operations - $5,000 Appomatox location and $10,000 highest need Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0062 Donors Cagtal Fund, Inc 54-1934032 I, Grants to Part II, Grants to Name and Organizations and lndviduals in the U S Organizations and Governments in the U.S. Address of Organization or Govern ment (D) 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 Civil War Trust 1156 15th Street, NW, S uite 900 Washington, DC 20005 54-1426643 5049(3) $20,000 00 for general operations Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia. PA 19102 23-7749796 501(c)(3) $150,000 00 for DVD Lroiect State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209-31 Drive 08 57-0952531 501(c)(3) $50,000 00 for ALEC participation Ayn Rand Institute 2121 Alton Parkway Suite 250 twine, CA 92606-4926 22-2570926 501 $25,000 00 for a matching grant Center for Independent Thought 1420 Walnut Street Suite 101 1 Philadelphia, PA 19102 52-0945376 5019(3) $100,000 00 for general operations Students for Liberty PO Box 17321 Arlirgton, VA 22216-7321 94-3435899 5o1(g(3) $5,000 00 for general operations Christopher Newport University 1 Avenue of the Ans Newport News, VA 2360 6-3072 54-0701501 5019(3) $25,000 00 for JMC-Veritas Higher Education Initiative Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) 3100.000 00 NIA for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0063 Donors Capital Fund, Inc 54-1934032 l, Grants to Organizations and lndviduals in the U S Part II, Grants to Organizations and Governments in the U.S. (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) Center for Security Policy 1901 Avenue, NW Washington, DC 20006 52-1601976 501(c)(3) $300,000 00 for general operatlons Goldwater Institute 500 East Coronado Road Phoenix, AZ 65004 86-0597661 501(c)(3) $5,000 00 for general operations School Perfomiance, Inc 915 Broadway, Ste 110 Albany, NY 12207 84-1668293 501(c)(3) $300,000 00 NIA for general oimretions Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington. DC 20036 13-2943020 501(c)(3) $55,165 00 for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $25,000 00 for a capacity match I l Common Sense Institute 2 Berry Lane Randolph. NJ 07669 27-0643638 501(c)(3) $25,000 00 for a capacity match I Friends of Israel Center for Social Economic Progress 100 Front Street Suite 945 West Conshohocken, PA 19428 13-3129249 501 $50,000 00 for general operations Moving Picture Institute 375 Greenwich Street New York, NY 10013 20-3237801 501(c)(3) $25,000 00 for general operations Schedule I (Form 990 or 990EZ) 2011 CITIZENAUDIT.ORG PAGE #0064 Donors Capital Fund, Inc 54-1934032 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) 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) Teen F L O W Youth Ministries PO Box 733 Midland, TX 79702 75-2899609 501(c)(3) $600 00 fcaeneral operations Young Life PO Box 520 Colorado Springs_,CO 80901 84-0385934 $600 00 for the Cimarron Region First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $4,200 00 for general operations First Presbyterian Church-Midland TX 800 West Texas Avenue for a truck for the Rwebisengo Midland, TX 79701 5019(3) $20,000 00 Christian Fellowship_ Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $85,000 00 for Frontier Lab start-up Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $4,000 00 forjeneral operations Goldwater Institute 500 East Coronado Road Phoenix. AZ 85004 86-0597661 501(c)(3) $22,500 00 tqioumalism prom Idaho Freedom Foundation PO Box 2801 Boise, ID 83701 26-3783048 501(c)(3) $17,500 00 m_r1ouma|ism program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0065 Donors Capital Fund, Inc 5449340332 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 (cl IRC Section if Applicable Id) Amount of Cash Grant Amount of Non-Cash Assistance (0 Method of Valuation (book. FIVIV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Idaho Freedom Foundation PO Box 2801 Boise. ID 83701 26-3783048 501(c)(3) $30,000 00 for statehouse reporting tgram Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 $50,000 00 for Virginia Statehouse News Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 $75,000 00 for full servlce news bureau in Iowa Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 5039(3) $32,500 00 for Missouri Watchdog Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 5039(3) $32,500 00 for Nebraska Watchdog Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $102,500 00 for journalism operations at Nevada News Bureau Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 509(3) $25,000 00 for journalism program Foundation for Ethics in Public Service 333 Sayetville Street Suite 506 Raleigh, NC 27601 264505542 5019(3) $25,000 00 for general operations 35 Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0066 Donors Capital Fund, Inc 54-1 934032 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 (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 Purpose of Grant or Assistance Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $37,500 00 for advertising initiative Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $65,000 00 for ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $37,500 00 for ioumalism operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $32,500 00 for Old Dominion Watchdo Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $50,000 00 for supporting and growing Illinois Statehouse News Cowboy State Free Press on Avenue Attn B I McCarthy Cheyenne, WY 82001 27-0886247 501(c)(3) $37,500 00 for Journalism operations Students for Liberty PO Box 17321 Arlington, VA 22216-7321 94-3435899 501(c)(3) $35,000 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501 $35,000 00 for start-up activities in Florida Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0067 Donors Capital Fund, I, Grants to Organizations a Part II, Grants to Organizatio Name and Address of Organization or Government Inc 54-193 4032 nd Indviduals in the U S EIN ns and Governments in the U.S. (cl IRC Section if Applicable Amount of Cash Grant (9) Amount of Non-Cash Assistance If) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Ih) Purpose of Grant or Assistance DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $200,000 00 for general operations American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $400,000 00 for general operations American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $300,000 00 for general operations Lucy Bums Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $100,000 00 for leadership expansion Manhattan Institute for Policy 52 Vanderbilt Avenue New York, NY 10017 Research 13-2912529 501(c)(3) $125,000 00 for pension polling proiect Students for Liberty PO Box 17321 Arlington, VA 22216-7321 94-3435899 501(c)(3) $52,912 00 for general operations Human Rights Foundation 350 Fifth Avenue Suite 4515 New York, NY 10118 20-2669700 501(c)(3) $250,000 00 for general operations Illinois Taxpayer Education Foundation 407 South Dearbom Street Suite 1 170 Chicago, IL 60605-1150 36-3955081 501(c)(3) $35,000 00 for general ojgrations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0068 Donors Capital Fund, Inc 54-1934032 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 (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 Human Rights Foundation 350 Fifth Avenue Suite 4515 New York, NY 10118 20-2669700 501 $100,000 00 for Proiect Berlin State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $35,000 00 for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 522166327 501(c)(3) $300,000 00 for general operations Middle East Fomm 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $250,000 00 for general operations American Council on Science Health 1995 Broadway, 2nd Floor New York, NY 10023-5860 13-2911127 501(c)(3) $21,000 00 for the Thanksgiving menu project and general operations Young Life PO Box 520 Colorado Springico 80901 84-0385934 501(c)(3) $12,000 00 for the Cimarron Region GMU Foundation Department of Economics, Enterprise Hall George Mason University Fairfax, VA 22030 54-1603842 501(c)(3) $400,000 00 for Economic Inst for Law Professors 8. Law for ECONOMICS Professors Program State Poltcy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $80,000 00 for the development project Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0069 Donors Capital Fund, Inc 54-1934032 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 Method of Valuation (book. FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $30,000 00 for the polling proiect State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $50,000 00 for marketlng and youth outreach Teen F L 0 W Youth Ministries PO Box 733 Midland, TX 79702 75-2899609 501(c)(3) $20,000 00 for camp scholarships James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $30,000 00 to support slatehouse reporting Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $25,000 00 forjoumalism program First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 501(c)(3) $6,400 00 for the Free Wheelchair Mission American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 530218495 501(c)(3) $428,440 00 for general operations Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) $500,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0070 Donors Capital Fund, Inc 54-1934032 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 (cl 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 Young America's Foundation 110 Elden Street Hemdon, VA 20170-4891 23-7042029 501(c)(3) $250,000 00 for the National Joumalism Center Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $968,525 00 for general operations Lucy Bums Institute 301 South Bedtord Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $100,000 00 for general operations Sunshine Review 3901 Courtland Circle Suite 100 Alexandria, VA 22305 27-1501919 501(c)(3) $100,000 00 for general operations Sunshine Review 3901 Courtland Circle Suite 100 Alexandria, VA 22305 27-1501919 501(c)(3) $96,750 00 for State Budget Solutions State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $50,000 00 for ALEC participation State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $100,000 00 for capacity building Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 264066298 501(c)(3) $45,000 00 for Frontier Lab start-up Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0071 Donors Capital Fund, Inc. 544934032 41 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 (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 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $25,000 00 for the RI Center for Freedom 8. Prospenty's direct mail program Pelican Institute for Public Policy 643 Magazine Street Suite 301 New Oiteans. LA 70130 26-1704791 501(c)(3) $30,000 00 for direct mail Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 501(c)(3) $15,000 00 for direct mail Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $25,000 00 for direct mail Young Lite PO Box 520 Colorado Springs, CO 80901 84-0385934 501(c)(3) $5,000 00 for general operations MIT Chemical Engineering Depanment 77 Massachusetts Ave Cambridge, MA 02139 04-2103594 501(c)(3) $25,000 00 for the Benjamin Franklin Forum Partners Relief and Development PO Box 2066 Redlands, CA 92373 22-3786806 501(c)(3) 310.000 00 for general operations Center for Security Policy 1901 Avenue, NW Washington, DC 20006 52-1601976 501(c)(3) $500,000 00 for Caroline Glick Media Project Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0072 Donors Capital Fund, Inc 54-1934032 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 (fl Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $600,000 00 for 2011 support for general operations Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 237749796 501(c)(3) $100,000 00 for lawsuit expenses Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $10,000 00 for Journalism program Small Business HI Entrepr Edu 6600 Kalanianaole Highway Suite 212 Honolulu, HI 96825 26-1210792 501 $75,000 00 for ioumalism program Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 501(c)(3) $10,000 00 for journalism program MarylandReporter com, Inc 6392 Shadowshape Place Columbia, MD 210454527 27-0853887 501(c)(3) $25,000 00 for journalism program Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38~2701547 501(c)(3) $60,000 00 for ioumalism program Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $75,000 00 for statehouse reporting program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0073 Donors Capital Fund, Inc 54-1934032 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 (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 Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 501(c)(3) $45,000 00 forjoumalism program Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $20,000 00 for journalism program John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 501(c)(3) $25,000 00 for 3 year expansion of Carolina Journal Oklahoma Council of Public Affairs 1401 N Lincoln Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $40,000 00 for ioumalism program Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 Portland, OR 97225 93-1045925 501(c)(3) $25,000 00 for ioumalism program South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $50,000 00 for The Nerve Wyoming Liberty Group 1902 Thomas Avenue Suite 201 Cheyenne, WY 82001-3549 26-2828115 501(c)(3) $15,000 00 for support of the ioumalism program Schwab Charitable Gift Fund 101 Montgomery Street San Francisco, CA 94104 31-1540316 501(c)(3) $125,000 00 for Schwab Charitable Gift Fund Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0074 Donors Capital Fund, Inc 54-1934032 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 (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 Purpose of Non-Cash Grant or Assistance Assistance Bluegrass Institute PO Box 11706 Lexington, KY 40577-1706 1 1-3691843 501(c)(3) $15,000 00 for direct mail Freedom Foundation of MN 19 South First Street B-1501 Minneapolis, MN 55401 364592698 501(c)(3) $20,000 00 for direct mail American Legislative Exchange Council 1101 VerrnontAvenue, NW 11th Floor Washington, DC 20005 52-0140979 501(c)(3) $20,000 00 for 2011 States 8- Nation Policy Summlt Westchester Community College Foundation Hartford Hall 75 Grasslands Road Valhalla, NY 10595-1693 23-7050397 501(c)(3) $333,000 00 for general operations Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $600,000 00 for general operations Security Research Associates, Inc 2200 4th Avenue North Number 3 Lake Worth, FL 33461 74-2209420 501(c)(3) $10,000 00 for general operations Moving Picture Institute 375 Greenwich Street New York, NY 10013 20-3237801 501(c)(3) $110,000 00 for the Berlin Project Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $200,000 00 for the Publications Expansion Project Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0075 Donors Capital Fund, Inc 54-1934032 l, 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 (cl 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 Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $250,000 00 for a conference GMU Foundation Department of Economics, Enterprise Hall George Mason University Fairlax, VA 22030 54-1603842 501(c)(3) $500,000 00 for the Legal Services Refonn Program Free To Choose Network, Inc 2002 Filmore Avenue Suite 1 Erie, PA 16506 52-1455677 501(c)(3) $314,675 00 for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $25,000 00 for the benet of RI Center for Freedom and Prosperity's strategic plan South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $40,000 00 for the direct mail program FIRE 601 Walnut Street Suite 510 Philadelphia, PA 19106 04-3467254 501(c)(3) $25,000 00 for the creation of an iPhone application Middle East Fomm 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $75,000 00 for the Katzen JNS Project George Mason Environmental Law Clinic 9033 Brook Ford Road Burke, VA 22015-3614 45-1602963 501(c)(3) $15,000 00 for the Milloy Project Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0076 Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and lndviduals in the U 3 Part II, Grants to Organizations and Governments in the U.S. la) Name and Address of Organization or Government EIN (C) IRC Section if Applicable Amount of Cash Grant (el Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance 109 North Henry Street Alexandria, VA 22314-2903 52-2 1 66327 501(c)(3) $500,000 00 for general operations Cumberland College 6191 College Station Drive Williamsburg, KY 40769-1372 61-0470593 501(c)(3) $6,500 00 for general operations lntemational Policy Network US, Inc 214 Massachusetts Avenue, NE Washington, DC 20002 52-2363626 501 $181,500 00 for the Ideas for a Free Society Proiect DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $800,000 00 for the an advised fund National Right to Work Legal Defense Foundation, Inc 8001 Braddock Road Springeld, VA 22160-0002 59-1588825 501(c)(3) $15,000 00 for the Knox Case American Council of Tmstees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 52-1870003 501(c)(3) $60,000 00 for one time special projects Moving Picture Institute 375 Greenwich Street New York, NY 10013 20-3237801 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) $21,000 00 for ALEC participation Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0077 Donors Capital Fund, Inc 54-1934032 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 (0) 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 Purpose of Grant or Assistance Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $50.000 00 for direct mail program James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1 908 501(c)(3) $50,000 00 for direct mail program Yankee Institute 600 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1 358144 501(c)(3) $30,000 00 for direct mail program Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $10,000 00 for direct mail program Franklin Center 1229 King Street 3rd Floor Alexandria. VA 22314 26-4066298 501(c)(3) $45,000 00 for Frontier Lab start-up Westchester Community College Foundation Hartford Hall 75 Grasslands Road Valhalla. NY 10595-1693 23-7050397 501(c)(3) $36,000 00 for annual gift initiative Institute for the Analysis of Global Security 7811 Montrose Road Suite 505 Potomac, MD 20854-3368 22-3880419 501(c)(3) $10,000 00 for general operations Cascade Policy Institute 4850 SW Scholls Feny Road, Ste 103 Portland, OR 97225 93-1045925 501(c)(3) $10,000 00 for direct mail program Schedule I (Form 990 or 990EZ) 2011 CITIZENAUDIT.ORG PAGE #0078 Donors Capital Fund. Inc 54-1934032 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 (G) 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 Common Sense Institute 2 Beny Lane Randolph, NJ 07869 27-0643638 somzxa) $40,000 00 tor direct mail program Georgia Public Policy Foundation 6100 Lake Forrest Drive. Suite 110 Atlanta. GA 30328-3835 584943161 501 $20,000 00 for direct mail program Idaho Freedom Foundation PO Box 2801 Boise. ID 83701 263783048 $10,000 00 for direct mail program Illinois Policy Institute 190 South LaSalle Street Suite 1630 Chicago. IL 60603 41 -2057028 s01c)(3) $50,000 00 for direct mail program John Locke Foundation 200 West Morgan Street Suite 200 RaIggh_.NC 27601 56-1 656943 501(c)(3) $15,000 00 for direct mail program Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) $10,000 00 for direct mail pgqram Maine Heritage Policy Center PO Box 7829 Portland. ME 04112 22-3888250 501 $30,000 00 direct mail program Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 522199055 50c)(3) $10,000 00 for direct mail program 48 Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0079 Donors Capital Fund, Inc 54-1934032 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 (C) IRC Section if Applicable (6) Amount of Amount of Cash Grant Non-Cash Assistance Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance Mississippi Center for Public Policy 520 George Street Jackson. MS 39202 64-0797905 501(c)(3) $30,000 00 for direct mail program North Dakota Policy Council PO Box 3007 Bismarck. ND 58502 20-8862 761 501(c)(3) $15,000 00 for direct mailprogram Oklahoma Council of Public Affairs 1401 N Lincoln Oklahoma City, OK 73104-2801 73-1436375 501(c)(L $50,000 00 for direct mail program Pioneer Institute for Public Policy Research 85 Devonshire Street 8th Floor Boston, MA 02109-3501 22-2632081 $15,000 00 for direct mail program Platte institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 208809060 501(c)(3) $15,000 00 for direct mail program State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(L $10,000 00 for direct mail program Sutherland Institute Gateway Tower West Building 15 West South Temple. Suite 200 Salt Lake gy, UT 84101 87-0531727 501(c)(3) $10,000 00 for direct mailjogram Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91 -1 752769 501(c)(3) $25,000 00 for direct mail program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0080 Donors Capital Fund, Inc 54-1934032 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 If) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance Purpose of Grant or Assistance FIRE 601 Walnut Street Suite 510 Philadelphia, PA 19106 04-3467254 501(c)(3) $350,000 00 for general operations Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $982,700 00 for general operations Mackinac Center for Public Policy 140 West Main Street PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3)_ $25,000 00 for direct mail program Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $25,000 00 for direct mail progam James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-281 1908 501(c)(3) $10,000 00 for direct mail program State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-095253 1 501(c)(3) $15,000 00 for direct mall program Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $25,000 00 for direct mail program Montana Policy Institute 67 West Kagy Boulevard Suite B Bozeman, MT 59715 202591461 501(c)(3) $25,000 00 for direct mail program Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0081 Donors Capital Fund, Inc 54-1934032 l. 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 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 (hl Purpose of Grant or Assistance Sutherland Institute Gateway Tower West Building 15 West South Temple, Suite 200 Salt Lake City. UT 84101 87-0531727 501(c)(3) 35.000 00 for direct mail program State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $25,000 00 for the benefit of RI Center for Freedom 8. Prosperity's development plan State Policy Network 1655 North Fort Myer Drive Suite 360 VA 22209-3108 57-0952531 501(c)(3) $65,000 00 for 2011 litigation projects State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952 531 501(c)(3) $165,000 00 for 2011 start-ups Kansas Policy Institute 250 N Water St . #216 Wichita, KS 67202-1215 23-7047821 501(c)(3) $10,000 00 for direct mall program Judicial Education Project 9502 Nelson Lane Manassas, VA 20110 20-2466871 501(c)(3) $300,000 00 for general operations Castilleie School 1310 Bryant St Palo Alto, CA 94301 94-0373222 501(c)(3) $10,000 00 for general operations Hillsdale College 33 East College Street Hillsdale. MI 49242 38-1374230 501(c)(3) 310.000 00 for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0082 Donors Capital Fund, Inc 54-1934032 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 (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 University of Texas at the Permian Basin 4901 East University MB 4230 Odessa, TX 79762 75-1614818 501(c)(3) $20,000 00 for the Wagner Noel Performing Ans Center Committee for Accuracy in Middle East Reporting in America PO Box 35040 Boston, MA 02135-0001 52-1332702 501(c)(3) $250,000 00 for CAMERA Fellow/CCAP initiative Central Fund of Israel do Berkman Law Ofca 111 Livingston Street, Suite 1928 Brooklyn, NY 11201 13-2992985 501(c)(3) $300,000 00 for the support of Shurat HaDin Creative Community for Peace (Israel Emergency Alliance) PO Box 34122 Los Angeles, CA 90034 01 -0566033 501(c)(3) $50,000 00 for general operations Schedule I (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0083 Schedu|e|(Form 990) (2011) Donors Capital Fund, Inc 54-1934032 Paez Part 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 of grant or assistance 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) 7 U-"art IV lsupplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. I Line 2 are not to be used for lobbxipg or an_v_2ype of BAA Schedule I (Form 990) (2011) TEEA3902 01/25/12 CITIZENAUDIT.ORG PAGE #0084 0 SCHEDULE J Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered 'Yes' to Form 990, Part IV, line 23. open Attach to Form 990. See separate instructions. Name of the organization Employer identication number Donors Capital Fund. Inc 54-1934032 Questions Rggarding 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 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 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 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? . 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 Compensation committee Written employment contract Independent compensation consultant Compensation 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 1a with respect to the filing organization or a related organization a Receive a severance payment or change-of-control payment7 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(cX4) 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? 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 1a, 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, 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 8 X 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 TEEA4101 01/24/12 CITIZENAUDIT.ORG PAGE #0085 Schedule J (Form 990) 2011 Donors Capital Fund, Inc 54-1934 032 Paige 2 [Part II Iofficers, Directors, Trustees, Key Employees, and Higst 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 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 columns (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation (A) Name Base (ii) Bonus and incentive other other deferred benets reported as deferred compensation compensation reportable compensation Fmor Form 990 Compensation (Whitney L Ball (ii) 198,584. 0. (5) 9 2 Jeffrey C Zysik (ii) 160,000. 0. 3 (ii) 4 (ii) 5 (ii) 6 (ii) 7 (ii) 8 (ii) 9 (ii) 10 (ii) 11 (ii) 12 (ii) 13 (ii) 14 (ii) 15 (ii) 16 ii) BAA TEEA4102 01/24/12 Schedule J (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0086 Schedule J (Form 990) 2011 Donors Capital Fund, Inc 54-1 934 032 Page 3 llia'SrtI|llI 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) 201 1 TEEA4103 01/24/12 CITIZENAUDIT.ORG PAGE #0087 M (Form 990) Noncash Contributioris Complete if the organizations answered Yes Department of the Treasury Internal Revenue Service Name of the organization Donors Capital Fund, Inc Types of Property llForm 990, Part IV, lines 29 or 30. Attach to Form 990. Employer identication number 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 O 3' (D H V Other (8 Check if applicable Number of contributions or items contributed Noncash contnbution amounts reported on Form 990, Part line M) Method of determining noncash contribution amounts 19 1! x 1 9, 114, 000. Form 8283 29 303 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 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 revlew 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. TEEA4601 07/14/11 29 Schedule M (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0088 chedule M (Form 990) 2011 Donors Capital Fund, Inc - 54-1934032 Pagez Supplemental 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. BAA TEEA4602 07/14/11 Schedule M (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0089 OMB No 1545-0047 201 1 SCHEDULE 0 (Form 990 orggo) Supplemental Information to Form 990 or 990-EZ Complete to rovide information for responses to specic questions on Fonn 9 0 or 990-EZ or to provide any additional information. Attach to Fonn 990 or 990-EZ. Internal Revenue Service Inspection Open to Public Name of the organization Donors Capital Fund. Inc Employer identification number 54-1934032 FORM 990 REVIEWED BY PRESIDENT CFO PRIOR TO FILING. Pt XI I;i_n_e_ 5; I1r1_r_elL_i_z<1 _c9i_t_a; _l_o_s BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 07/14/11 Schedule 0 (Form 990 or 990-EZ) 2011 CITIZENAUDIT.ORG PAGE #0090 SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Service Related Organizations and Unrelated Partnerships Complete if the org P anization answered 'Yes' to Form 990, Part IV. line 33, 34. 35, 36, or 37. Attach to Form 990. See separate instructions. OMB No 1545-0047 2011 Open to Public Inspection Name of the organization Donors Capital Fund, Inc Partl ||dentification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.) Employer identication number 54-1934032 Name, address, and a) lN of disregarded entity (C) Primary activity Legal domicile (state Total income or foreign country) End-of-year assets (0 Direct controlling entity mgcir LLC E9 \Le_XE<ir_i _2_2l3_ Hold raw Land MD 778, 688. Donors Capital Fund Inc 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) (8) Public charity status (if section 501(c)(3)) Exempt Code Legal domicile (state section or foreign country) (0 Direct controlling entity (51) Sec 51 controlled entity? Yes No .0) P9r1o_r _T_r9tJ_ lr;c_- 7. _1_9_N2r_t1_I X11 2.2.3 1.4 Grant m organiz aking ation MD 501(c)(3) 7 BAA For Papemork Reduction Act Notice, see the Instructions for Form 990. 09/08/1 1 Schedule R (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0091 ScheduleR(Form990)2011 Donors Capital Fund, Inc 54-1934032 Pagez Part~Ill v 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.) (9) (10 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 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.) (C) (0 (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) TEEA5002 05/24/11 Schedule R (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0092 Schedule R (Form 990) 2011 Donors Capital Fund, Inc Part V Transactions With Related Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34, 35, 35a, or 36.) 541934o32 Page3 i k I 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-IV7 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) 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) Performance of services or membership or fundraising solicitations by related organization(s) m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) n o P Cl r Sharing of paid employees with related organization(s) . . Reimbursement paid to related organization(s) for expenses . . Reimbursement paid by related organization(s) for expenses . Other transfer of cash or property to related organization(s) . 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, includinc covered relationships and transaction thresholds. (3) Name of other organization Transaction M39 (3-0 Amount involved Method of determining amount involved no controlled organization as defined by IRC 512(b) (13) (2) (3) (4) (5) (5) BAA TEEA5003 05/2411 1 Schedule R (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0093 Schedule R (Form 990) 2011 Donors Capital Fund, Inc 54-1934 032 Page4 I 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 (C) (9) (0 (9) (K) 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? Iated, excluded organizations? K-1 from tax under Form (1065) SCt|0|'l 512-514BAA TEEA5004 05/24/11 I Schedule R (Form 990) 2011 CITIZENAUDIT.ORG PAGE #0094 Schedule R (Form 990) 2011 Donors Capital Fund, Inc 54l934032 Page 5 Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions). Schedule R (Form 990) 2011 BAA TEEA5005 05/25/11 CITIZENAUDIT.ORG PAGE #0095 Donors Capital Fund, Inc 54-1934032 Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part Line 1 (continued) Briefly describe the organization's lTl|SS|0l'l2 health, environment, economics, governance, foreign relations, and arts and culture; and which encourage philanthropy and individual giving and responsibility as an answer to society's needs, as opposed to governmental involvement. Schedule 0 (Form 990), Supplemental lnformatuon to Form 990 Form 990, Page 6, Line 17 (continued) Connecticut Florida Illinois New York Tennessee Virginia Washington New York CITIZENAUDIT.ORG PAGE #0096 Donors Capital Fund, Inc 54-1934032 Supporting Statement of: Form 990 p 10/Line 24 col Description Amount Accrual for tax on UBTI 16,208. Taxes of foreign dividends 115 . Total 16 323 . Supporting Statement of: Form 990 p 11/Line 17, column (A) Description Amount Accrued taxes 590,000. Total 590,000. _x Supporting Statement of: Form 990 p 11/Line 17, column (B) bescription Amount Accrued taxes 25, 000 . Total 25, 000.
2010/12 990-T 2011/12 1-113 911 330 Q 991.0-T Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) OMB No 1545-0687 2010 For calendar year 2010 or other tax year beginning 2010, Department of the Treasury and endmg 0 H 10 PI-Ibllc 1'01 Internal Revenue Service See separate instructions. 5 Only A fnqed Name of organization '1 Check box if name changed and see instructions D numb," B Exempt under semen print Donors Capital FundNumber. street, and room or suite number If a P 0- box, see instructions 5 4_ 1 9 34 I 408(3) 220(3) Type Unrelated business activity 408A E 530(a) City or town State ZIP code codes (See 'n5m"c"nS 529(a) Alexandria VA 223 13 90 0000 C f s" assets *3 F Group exemption number (See instructions 32 486, 4'7 8 . G Check organization type W 501 corporation I_l 501 trust |i 401 trust Other trust H Describe the organization's primary unrelated business activity. Investment income subject to UBIT I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? IZINO If Yes, enter the name and identifying number of the parent corporation J The books are in care of the Organization Telephone number (703) 535-3563 [Part I Wnrelated Trade or Business Income (A) Income (B) Expenses (C) Net 1a Gross receipts or sales b Less returns and allowances c Balance 1c 2 Cost of goods sold (Schedule A, line 7) 3 Gross profit. Subtract line 2 from line 1c 3 4a Capital gain net income (attach Schedule D) 4a b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797) 4b c Capital loss deduction for trusts 4c 5 Income (loss) from partnerships and S corporations (attach statement) 5 6 Rent income (Schedule C) 6 7 Unrelated debt-financed income (Schedule E) 7 8 Interest, annuities, royalties, and rents from controlled organizations (Schedule F) 8 9 Investment income of a section 501(c)(7), (9), or (17) organization (Sch G) 9 10 Exploited exempt activity income (Schedule I) 10 11 Advertising income (Schedule J) 11 12 Other income (See instructions; attach schedule _Sge_01hr_lngo_m ttgm_erTotal. Combine |ines3through 12 13 1,362,579. 1,362,579. |Part ll lDeductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected with the unrelated business income.) 14 Compensation of officers, directors, and trustees (Schedule K) 14 15 Salaries and wages 15 16 Repairs and maintenance 16 17 Bad debts 17 18 Interest (attach schedule) 18 19 Taxes and licenses 19 20 Charitable contributions (See instructions for limitation ules 20 21 Depreciation (attach Form 4562) 22 Less depreciation claimed on Schedule A and elsewher 22b 23 Depletion 23 24 Contributions to deferred compensation plans 24 25 Employee benefit programs 25 26 Excess exempt expenses (Schedule I) 26 27 Excess readership costs (Schedule J) 27 28 Other deductions (attach schedule) 28 29 Total deductions. Add lines 14 through 28 29 30 Unrelated business taxable income before net operating loss deduction. Subtract line 29 from line Net operating loss deduction (limited to the amount on line 30) 31 32 Unrelated business taxable income before specific deduction Subtract line 31 from line Specific deduction (Generally $1,000, but see line 33 instructions for exceptions) 33 1 000 . 34 Unrelated business taxable income. Subtract line 33 from line 32. If line 33 is greater than line 32, enter the smaller of zero or line 32 34 1, 361 579 . BAA For Paperwork Reduction Act Notice, see instructions. TEEAO2OI 03/03/11 Form 990-T (2010) 97 :8 PAGE . Form 2390-1 (2010) Donors Capital Fund, Inc 54-1934032 Page2 [Part lTax Computation 35 Organizations Taxable as Corporations. See instructions for tax com utation. ., Controlled group members (sections 1561 and 1563) check here P . See instructions and: a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order) (1) Is I I b Enter organization's share of: (1) Additional 5% tax (not more than $11,750) A. (2) Additional 3% tax (not more than $100,000) c Income tax on the amount on line 34 P 35c 462, 937 . 36 Trusts Taxable at Trust Rates. See instructions for tax computation. Income tax on the amount on line 34 from. Tax rate schedule or Schedule D (Form 1041) P 36 37 Proxy tax. See instructions P 37 38 Alternative minimum tax 38 39 Total. Add lines 37 and 38 to line 35c or 36, whichever applies 39 462, 937 . I Tax and Payments 40a Foreign tax credit (corporations attach Form 1118, trusts attach Form 11 16) 40a p b Other credits (see instructions) 40b  c General business credit. Attach Form 3800 40c Rig, d Credit for prior year minimum tax (attach Form 8801 or 8827) 40d I175 e Total credits. Add lines 40a through 40d me 41 Subtract line 40e from line 39 41 462 937 . 42 Other taxes. Check If from lj Form 4255 D Form 8611 Form 8697 Form 8866 D Other (attach schedule) 42 43 Total tax. Add lines 41 and 42 43 462, 937 . 44 a Payments: A 2009 overpayment credited to 2010 44a b 2010 estimated tax payments 44b c Tax deposited with Form 8868 44c C d Foreign organizations Tax paid or withheld at source (see instructions) 44d p` e Backup withholding (see instructions) 44e f Credit for small employer health insurance premiums (Attach Form 8941) 44f g Other credits and payments: Form 2439 v Form 4136 Other T: Total 1149  45 Total payments. Add lines 44a through 44g 45 46 Estimated tax penalty (see instructions) Check if Form 2220 IS attached P El 46 47 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed P 47 462, 937 . 48 Overpayment. If line 45 IS larger than the total of lines 43 and 46, enter amount overpaid P 48 49 Enter the amount of line 48 you want. Credited to 2011 estimated tax P I Refunded P 49 [Part V fl Statements Regarding Certain Activities and Other Information (see instructions) 1 At any time during the 2010 calendar year, did the organization have an interest in or a signature or other authority over a Yes No financial account (bank, securities, or other) in a foreign country? If YES, the organization may have to file Form TD F 90-22.1, I Report of Foreign Bank and Financial Accounts If YES, enter the name of the foreign country hereP X 2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? X If YES, see instructions for other forms the organization may have to file. 5' 3 Enter the amount of tax-exempt interest received or accrued during the tax year P 59" Schedule A Cost of Goods Sold. Enter method of inventory valuation P 1 Inventory at beginning of year 1 6 Inventory at end of year 6 2 Purchases 2 7 Cost of goods sold. Subtract 3 cost of labor 3 line 6 from line 5 Enter here 4a Additional section 263A costs (attach schedule) and In Part b6i@r_cois 7 4b 8 Do the rules of section 263A (with respect to J (attach sch) - - property produced or acquired for resale) apply 5 Total. rougl 4b 5 to the organization? . - r o 9 g '5 3'32 -1 President K .- - Title instructions)? H Yes H No Paid preparer 5W Preparer s signature Date Check If PTIN Pre_ self employed arer Firm's name P Em Se Firm'saddress sG only J. Phone no BAA TEEA0202 03.'03l11 Form 990-T (2010) PAGE c  Form Donors Capital Fund, Inc 54-1934032 Page3 Schedule C Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions)_ 1 Description of property (1 (2) (3) (4) 2 Rent received or accrued From personal property (if the percentage of rent for personal property 15 more than 10% but not more than 50%) From real and personal property (if the percentage of rent for Rersonal property exceeds 50% or ift e rent is based on profit or income) 3(a) Deductions directly connected with the income in columns 2(a) and 2(b) (attach schedule) (1) (2) (3) (4) Total Total Total income. Add totals of columns 2(a) and 2(b) Enter here and on page 1, Part I, line 6, column (A) Total deductions. Enter here and on page 1, Part 1, line 6, column (B) Schedule E Unrelated Debt-Financed Income (see instructions) 1 Description of debt-financed property 2 Gross income from or allocable to debt-financed property 3 Deductions directly connected with or allocable to debt-financed property Straight line Other deductions depreciation (attach sch) (attach schedule) (1) (2) (3) (4) 4 Amount of average acquisition debt on or allocable to debt-financed property (attach schedule) 5 Average adiusted basis of or allocable to debt-financed property (attach schedule) 6 Column 4 7 Gross income 8 Allocable deductions divided by reportable (column 6 x total of column 5 (column 2 x column 6) columns 3(a) and (1) (2) (3) (4) Enter here and on page 1, Enter here and on page 1, Part I, line 7, column (A). Part I, line 7, column (B) Totals Total dividends-received deductions included in column 8 Schedule F Interest. Annuities. Royalties, and Rents From Controlled Orqanizations (see instructions) D Exempt Controlled Orcanizations 1 Name of Controlled 2 Employer Organization Identification Number 3 Net unrelated income (loss) (see instructions) 5 Part of column 4 that is included in the controlling organization's gross income 4 Total of specified 6 Deductions directly payments made connected with income in column 5 (1) (2) (3) (4) Nonexempt Controlled Organizations 7 Taxable Income 8 Net unrelated income (loss) 9 Total of specified payments made 10 Part of column 9 that is 11 Deductions directly included in the controlling connected with income (see instructions) organization's gross income in column 10 (1) (2) (3) (4) Add columns 5 and 10 Enter Add columns 6 and 11 Enter here and on page 1, Part I, line here and on page 1. Part 1, line 8, column (A) 8, column (B). Totals BAA TEEA0203 03l03I11 Form 990-T (2010) PAGE - Form (2010) Donors Capital Fund, Inc Schedule G Investment Income of a Section 501(c)(7), (9), or (17) Organization (see Instructions) 54-1934032 Page4 1 Description of Income 2 Amount of income 3 Deductions directly connected (attach schedule) (attach sche 4 Set-asides 5Tota| deductions and dule) set-asides (column 3 plus column 4) (1) (2) (3) (4) Enter here and on page 1, Enter here and on page 1, Part I, line 9, column (A). Part I, line 9, column (B). Totals Schedule I Exploited Exempt Activity Income, Other Than Advertising Income (see instructions) 2 Gross 3 Expenses 4 Net Income 5 Gross Income 6 Expenses 7 Excess unrelated directly connected UIOSS) from from activity attributable to exempt expenses 1 Description of exploited activity business with production of triide "2 that is not unrelated column 5 (column 6 minus Income unrelated business mlgus ctjung a business column 5, but not from trade Income 93", compuge Income more than column 4) 0T columns 5 through 7. (1) (2) (3) (4) Enter here and Enter here and Enter here and on page 1, on age 1, on page 1, Part I, line 10, Part I, line 10, Part II, line 26. column (A) column (B). Totals Schedule J Advertising Income (See instructions) Wart l llncome From Periodicals Reported on a Consolidated Basis 2 Gross 3 Direct 4 Advertising gain or 7 Excess readership advertising advertising (loss) (column 2 5 Circulation 6 Readership costs (Column 6 1 Name Of periodical Income costs minus column 3). If a Income costs gem Compute more than 4) columns Sthrouqh 7. (1) (2) (3) (4) Totals (carry to Part II, line Part II Income From Periodicals Reported on a Separate Basis (For each periodical listed In Part II, fill In columns 2 through 7 on a line-by-line basis) 2 Gross 3 Direct 4 Advertising gain or 7 Excess readership advertising advertising (loss) (column 2 5 Circulation 6 Readership (C0|Umn 5 1 Name of periodical Income costs minus column 3) If a Income costs but not coluqigws gtT1'r%uutgh 7 more than column 4) (1) (2) (3) (4) (5)Totals from Part I Totals, Part II (lines 1-5) D Enter here and on Page 1, Part line 11, column (A). Enter here and on Page 1, Part line 11, column (B) Enter here and on page 1, Part II, line 27. Schedule K Compensation of Officers, Directors, and Trustees (see instructions) o| o| o| p| Total. Enter here and on page 1, Part ll, line 14 BAA TEEAD204 03/03/11 Form 990-T (2010) PAGE Donors Capital Fund, Inc 54-1934032 Form 990-T, Page 1, Part I, Lune 12 Other Income Statement (A) Income Net Dividend distribution from a DISC 1,363,704. 1,363,704. Less: basis in surrendered stock -1,125. -1,125. Total 1,362,579. 1,362,579.
2010/12 990-EO 2011/12 DEC it (8 Zill Form `v Department of the Treasury Internal Revenue Service A For the 2010 calendar year, or tax year beginning Return of Organization Exempt From Income Tax Under section 501 527, or 4947(a)(1) of the Intemal Revenue Code (except black lung benet trust or private foundation) The organization may have to use a copy of this return to satisfy state reporting requirements. OMB No 1545-0047 2010 2010, and ending Open to Public 1 Inspection l 3 Check if applicable Address change Name change Initial return Terminated Amended return Application pending C Nameolorgamzation Donors Capital Fund, Doing Business As Inc D Employer Identification Number 54-1934032 Number and street (or P 0 box if mail Is not delivered to street addrRoomlsuite E Telephone number (703) 535-3563 Alexandria City, town or country State ZIP code 4 VA 22313 G Gross receipts F Name and address of principal officer Whitney L. Ball P.O. Box 1305 Alexandria VA 22313 Tax-exempt status Website: I l 501(c)(3) llsoiici J donorscapitalfund.org K Form of organization Corporation Trust -1 Pssociation H Other (insert no) 4947(a)(I) or TL Year of Formation 1 9 9 9 H(a) Is this a group return for afIiates7 H(b) Are all affiliates included? Yes Yes No No If attach a list (see instructions) H(c) Group exemption number M State of legal domicile VA l Part I rsummary 1 Briefly describe the organization's mission or most significant activities: Rg5_09_(a_) o Ireve-eve ens aaeisai Eh f_e1_9' 11313 E 9_ir 3'31 E13 5_ad_-E . _a'1d_iEd_i_LilE 1_9_i1ie9_a2d_r.ss_P2n ens-see '3 2e_e9s_u 25.02133 ee 20.92% nee_nt_a1 B 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 la) 3 9 ,3 4 Number of independent voting members of the governing body (Part VI, line lb) 4 8 E 5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) 5 0 6 Total number of volunteers (estimate if necessary) 6 0 4 7a Total unrelated business revenue from Part column (C), line I2 7a 1 363, 704 . b Net unrelated business taxable income from Form 990-T, line 34 7b 1, 361, 579 . 7 Prior Year Current Year 0 8 Contributions and grants (Part line Ih) 56,570,167. 14,575,630. 9 Program service revenue (Part line 2g) 10 Investment income (Part column (A), lines 3, 4, and 7d) 728,207 . 2,490, 421. 5 11 Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and lie) 12 Total revenue - add Iines8through II (must eqgal Part column (A), line 12) 57,298,374. 17, 066, 051. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-I0) E 16a Professional fundraising fees (Part IX, column (A), line lie) b Total fundraising expenses (Part IX, column (D), line 25) 0 . 1 17 Other expenses (Part IX, column (A), lines Ila-I Id, llf-24f) 676, 171 . 999, 508 . 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 60, 457 404 . 42 100, 506 . 19 Revenue less expenses Subtract line 18 from line 12 -3, 159, 030 . -25, 034, 455 . l5 Beginning of Current Year End of Year g 20 Total assets (Part X, line I6) 55,638,563. 32,486,478. 21 Total liabilities (Part X, line 26) 129Net assets or fund balances. Subtract line 21 from line 20 55 509[Part II T signatjBiock/ Under penalties of periury, declaret I ve ex an offi I 1 ed this return, in g accompany: schedules and statements, and to the best of my knowledge and belief, it is true. correct, and I5 based on all I o )roI which parer has any knowledge complete Declaration of epafr (ot r k/ I l7FfU0\/ Q2711 s_a 5'9" fficer 3 i 2 I Date Here ney L . Ba 1 President Type or print name and title 7 pi'eparer's name Preparer's signature Pate check I3 if PTIN /self-employed Preparer Firm's name - use @h Firm's address T FirmPhone no May the IRS discuss this return with the preparer shown above? (see instructions) BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 Yes HNO Form 990 (201 0) PAGE Form 990 (2010) Donors Capital Fund, Inc 54-1934032 Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part . . . . . H 1 Briefly describe the organization's mission. 2 La; L1.) L2.) 2 .01: ss_r 11135011911. ens}; i_v_a_te _iai.tia_tiv_e 5:02 i_e1=iL' sues} _per_ve e.d_i ea} moss 1. 18.1 Ease; _32e_F2rr3 29_0._F2q9 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 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 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 41, 539, 130 . including grants of 41, 100, 998 . (Revenue 0 .) _5_02 5 _5_02 La_l -ZL 9213.: _v1h.i 211 l_e_V_i S _ecB1sai2n_: ans P_ri_Vsts i_net3a_t1_Vs5; :si2t_v L5 ens a9i_=a_1 i_ns15d_in_9 h_-as 5e_1a_ti_ng t__s _we_1aez snzi52m_en_t_ 91 r_e1_ai2n2_a2d_a are ens _ar;d_i2d__i 119113; 1121.1; ens 5851102 s__i .b_il i_t1 185 E_S2.i2t1 .61 4b (Code: (Expenses including grants of (Revenue 4d Other program services. (Describe in Schedule 0) (Eigaenses including grants of (Revenue 4e Total program service expenses 41 539 130 . BAA ioroeno Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc 54-193-4032 Page3 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 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 l . 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? 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 defined in Revenue Procedure 98-19? lf Yes, complete Schedule C, Part Ill 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to groviilje advice on the distribution or investment of amounts in such funds or accounts? lf 'Yes,' complete Schedule D, 6 X art . 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 . . 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 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? lf 'Yes,' complete Schedule D, Part V . 10 X 11 lf the organization's answer to any of the following questions 15 'Yes', then complete Schedule D, Parts VI, VII, lX, 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 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 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)? If 'Yes,' complete Schedule D, Part X 11f X 12a Did the organization obtain separate, independent audited financial statements for the tax year? If '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 Xl, Xll, and IS optional 12b X 13 ls 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? If 'Yes,' complete Schedule F, Parts land 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 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 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 H 20 X b If 'Yes' to 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 Form 990 (2010) PAGE Form 990 (2010) Donors Capgtal Fund, Inc 54-1934032 Page 4 I Part IV Ichecklist of Recgired Schedules (continued) - Yes No 21 Did the organization reaort 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 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 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, 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 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? lf 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? 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 ll . 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, 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, 34 X line . . . . . . 35 Is any related organization a controlled entity within the meaning of section 512(b)(13)? 35 X a Did the organization receive any Eayment from or engage in any transaction with a controlled entity within the meaning of section 51 If Yes, complete Schedule R, Part V, line 2 D Yes No 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 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 11 and 19? Note. All orm 990 filers are required to complete Schedule 0 . 38 X BAA 12l21ll0 Form 990 (2010) PAGE Form 990 (2010) Donors Ca}Lita1 Fund, Inc 541934032 Page 5 I 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 D Yes No 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1a b Enter the number of Forms W-2G included in line la. Enter -0- if not applicable 1b 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 2a b If at least one is reported on line 2a. did the organization file all required federal employment tax returns? 2b Note. If the sum of lines la and 2a is greater than 250, you may be required to e-file (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 provide an explanation in Schedule 0 3b X 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? . 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 . 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'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 requiredthe organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file 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 business holdings at any time during the year? . . 8 X 9 Sponsoring 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 2) 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 104}? 123 b If 'Yes, enter the amount of tax-exempt interest received or accrued during the year I 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. '3 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 ll.'30.'l0 Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc 54-1934032 Pages lpart Vliovernance, 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. . Check if Schedule 0 contains a response to any question in this Part VI XI Section A. Governing_Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a 9 l b Enter the number of voting members included in line la, above, who are independent 1b 8 I 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other J 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 stockholdersDoes 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 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by 1. the following: l 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? lf 'Yes,' provide the names and addresses in Schedule 0 9 X Section B. Policies his Section B 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 a Has the organization provided a 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. l 12a Does the organization have a written conflict of interest policy? If No, 90 to line i3 . 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 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? 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'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the J 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 _See_Fgrr_n 9_0,__Pg_e,_Lme_l_7 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. 20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization. -_ti_1g _tl1 9g_anization s Address (703) 535-3563 BAA Form 990 (2010) TEEA0106 03l25ll 1 PAGE Form990(2010) Donors Capital Fund, Inc 54-1934032 Page? [Part VII Wompensation 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 . . I-1 Section-A. Officers, Directors, Trustees, Key Employees, and Highest Comp_ensated 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 (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 reCelV((j-Ed 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 re ate 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. this box if neither the organization nor any related organization compensated ay current officer, director, or trustee (A) (3) (C) (D) (E) (F) Name and title Average P5't'" (check 3" hat appm Reportable Reportable Estimated hours - M .. O R I .., compensation from compensation from amount of other E.s"hours for E E- -5: 3- @pC 3 orggnization related Q t" 3: E and related E E '3 organiza ions Schedule E E o) 1* g 3 (J). *Claln_15e.l 3539 . Chairman/BOD 1.50 X 0. 0. 0. 1311.9 Pa r1n_i - - Vice Chairman/Sec 1.00 X X 0. 0. 0. @h_il'EY_ E ._B_all_ H - - President 20.00 X X 0. 188,527. 0. (5). <_3h_r_it;1v1_1e_r_ - - Board Member 1.00 X 0. 0. 0. GL t_e3eI1 _tIerW_ae Treas./BoD 1.50 X X 0. 0. O. (.5). Eel Board Member 1.00 X 0. O. 0. (.7). E _M_el~ 3L_r - Board Member 1.00 X 0. 0. 0. (.3). .S_t_eP1le_n_ 1590.1 E Board Member 1.00 X 0. 0. O. (.9). <1hL1_1_Ia_n9<1n Board Member 1. 00 X 0. 0. 0. 99- e__f_f 9 j;k Asst. Treas. 15.00 X 0. 112,500. 0. (11) .02) . . (15BAA TEEA0107 12121110 Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc [Ed VII I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont) 54-1934032 Page 8 (A) (C) (D) (E) (F) Name and title P5'l'" (Check 3" "131 Reportable Reportable Estimated 0 O X I compensation from compensation from amount of other Per Week anization related or anizations compensation 2 g 5 g g 3 (W-2I1 9-MISC) (vv-211039-Misc) from the 2 g- 2 3 9; organization 3 2 3 11 n and related a 5 E organizations J40). J21). - c Total from continuation sheets to Part VII, Section A dTotal (add lines1b andlc) 0. 301,027. 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 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee J on line la? 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 individual . . . 4 X 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual - ~l for services rendered to the organization? If 'Yes,' complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table {tor your fivethighest compensated independent contractors that received more than $100,000 of compensa ion rom e organiza ion. (A) (B) (C) Name and business address Description of services Compensation 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 BAA TEEA010B 12I21I10 Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc 541934032 Page 9 Part I Statement of Revenue (A) (B) (C) (D) Total revenue Related Unrelated Revenue exempt business excluded from tax function revenue under sections i revenue 512, 513, or 514 EE 1 a Federated campaigns 1a g g b Membership dues 1b o 3.3 c Fundraising events 1c 5; d Related organizations 1 d e Government grants (contributions) 1e EE f All other contributions, gifts. grants, and 9% similar amounts not included above Noncash contributions included in Ins la-lf: 0 . 3 hTota|. Add lines la-lf 14,575,630. g Business Code 2 gagAll other program service revenue E g Total. Add lines 2a-2f I 3 Investment income (including dividends, interest and other similar amounts) 2,124,655. 1,363,704. 760,951. 4 Income 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) 7a Gross amount from sales of 6) Secunnes other assets other than inventory 4 037 67 0 . b Less cost or other basis and sales expenses 3 67 1 904 . c Gain or (loss) 365, 766 . dNet gain or (loss) . 365,766. 0 365,766. I 8a Gross income from fundraising events 3 (not including E of contributions reported on line 1c) 3: See Part IV, llne 13 a E b Less" direct expenses . b O 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 q b c d All other revenue e Total. Add lines iia-iid I 12 Total revenue. See instructions 17,066,051. 1,363,704. 1,126,717. BAA Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc 541934032 Page 10 Wart IX rstatement of Functional Expenses Section 507(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) Do not Include amounts re orted on lines Tote] expenses Program service Management and Fundraising 6bart expenses general expenses expenses 1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line21 . .. . . 41,100,998. 41,100,998. 2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 . . 3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees .  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 3 Pension plan contributions (include section 401 and section 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees). a Management bLegal 11,001. 11,001. 0. 0. cAccounting 14,495. 0. 14,495. 0. d Lobbying . . e Professional fundraising services. See Part IV, line 17 f Investment management fees 46, 3'Other 12 Advertising and promotion 13 Office expenses 1,030. 0. 1,030. 0. 14 Information technology 15 Royalties 16 Occupancy 17 Travel . 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest . 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 8,400. 0. 8,400. 0. 24 Other expenses. ltemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25. column (A) amount, list line 24f expenses on Schedule 0.) . . . a_Aggr_u_eq_g::ge_s 534,000. 0. 534,000. 0. 380,753. 380,753. 0. 0. 2,735. 0. 2,735. 0. d_Br1k_1_Ee_e_s 600. 0. 600. 0. e_P<_3t_age_ 116. 0. 116. 0. f All other expenses . . . 25 Total functional expenses. Add 24f 42,100,506. 41,539,130. 561,376. 0. 26 Joint costs. Check here B if following SOP 98-2 (ASC 958-720) Complete this line only if the organization reported in column (B) ]Otl'lt costs from a combined educational campaign and fundraising solicitation BAA TEEA0110 Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc 541934032 Page 11 lTart X I Balance Sheet (A) (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 receivable. net 4 5 Receivables from current and former officers, directors, trustees, key employees, ~m A and highest compensated employees. Complete Part ll of Schedule L 5 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)), -J 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 instructionsNotes 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 b Less: accumulated depreciation. 10b 10c 11 Investments publicly traded securities . 17 673 557 . 11 18 7'77 273 . 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, |ine11 . 5,317,994. 15 3,488,227. 16 Total assets Add lines 1 through 15 (must equal line 34) 55 638, 563 . 16 32, 486, 478 . 17 Accounts payable and accrued expenses 56Grants payable 18 19 Deferred revenue . 19 If 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 employees, T highest compensated employees, and disqualified persons. Complete Part ll Ii: 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 Total liabilities. Add lines 17 through Organizations that follow SFAS 117, check here and complete lines I T 27 through 29 and lines 33 and 34. g 27 Unrestricted net assets 55,509,398. 27 31,828, 658. 5 28 Temporarily restricted net assets 28 5 29 Permanently restricted net assets 29 3 Organizations that do not follow SFAS 117, check here and complete {j lines 30 through 34. 3 30 Capital stock or trust principal, or current funds 30 R 31 Paid-in or capital surplus, or land, building, or equipment fund 31 lg 32 Retained earnings, endowment, accumulated income, or other funds 32 E 33 Total net assets or fund balances. 55,509,398. 33 31,828,658. 5 34 Total liabilities and net assetslfund balances 55 638 563 . 34 32 486, 4'78 . BAA TEEA0111 12121110 Form 990 (2010) PAGE Form 990 (2010) Donors Capital Fund, Inc 54l934032 Page 12 IPart XI I Reconciliation of Net Assets Check if Schedule 0 contains a response to ary question in this Part XI [fl 1 Total'revenue (must equal Part column (A), line 12) 1 17 066, 051 . 2 Total expenses (must equal Part IX, column (A), line 25Revenue less expenses Subtract line 2 from line 1 . . . . 3 -25, 034 455 . 4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column . 4 55 509, 398 . 5 Other changes in net assets or fund balances (explain in Schedule 0) . 5 1, 353, 7 15 . 6 Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column . 6 31,828,658. [Part I 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 Separate basis El Consolidated 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 . D Both consolidated and separate basis b If 'Yes,' did the organization undergo the required audit or BUCMS7 If the organization did not undergo the required audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such auditsBAA TEEAOH2 l2f2ill0 Form 990 (2010) PAGE OMB No 1545 0047 Public Charity Status and Public Support 4 0 Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Open to Public I Department of the Treasury Internal Revenue Service Attach to F onn 990 or Form 990-EZ. See separate instructions. Inspection i Name of the organization Employer identication number Donors Capital Fund, Inc 54-1934032 IPartl Weason for Public Chariy Status (All organizations must colete 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 2 A school described in section (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 4 A medical research organization operated in conjunction with a hospital described in section Enter the hospital's name, city, and state: H 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section (Complete Part ll 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 II 8 A community trust described in section (Complete Part ll.) 9 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 - 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 I 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 carr out the purposes of one or more publicly supported organizations described in section 509(a)(l) or section 509(a)(2). See section 5 Check the box that describes the type of supporting organization and complete lines lle through 11h. a Type l b l:lType II c D 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 managers and other than one or more publicly supported organizations described in section 509(a)(1) 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? No 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 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 l-9 organization in the organization in organization in above or IRC section column listed in column (0 of column (see instructions)) your governing your support? organized in the document(A) See continuation pages (B) GD (D) (B Total BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2010 TEEA04-01 l2i'23i'l 0 PAGE Schedule A (Form 990 or 990-EZ) 2010 Donors Capital Fund, Inc 54-1934032 Page 2 [Part II |Support 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 Yea 2005 2007 2003 2009 2010 (0 Total 1 Gifts, grants, contributions, and membership fees received. Do not include unusual grants. 2 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf . . 3 The value of services or facilities furnished 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 6 Public support. Subtract line 5 from line 4 Section B. Total Support Calendar year (or scal ear beginning in) y 2006 2007 2008 2009 2010 (1) Total 7 Amounts from line 4 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 supgort. Add lines 7 through 1 . 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 stop here . . Section C. Computation of Public Suimort Percentage 14 Public support percentage for 2010 (line 6, column divided by line 11, column (0) .. 14 15 Public support percentage from 2009 Schedule A, Part II, line 14 . . 15 El E1 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 . . . b 33-113% support test 2009. If the organization did not check a box on line 13 or 16a, and line 15 is 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 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 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 th organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization .. 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions BAA Schedule A (Form 990 or 990-EZ) 2010 TEEA0402 12l23.'10 PAGE . Schedule A (Form 990 or 990-EZ) 2010 Donors Cajital Fund, Inc 5111-1934032 Page 3 |Pirt Ill Eupport 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 ll. 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 (I) 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 levied for the organization's benefit and either paid to or expended on its behalf . 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 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) I 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 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. 10:, ii, 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) D organization, check this box and stop here . Section C. Corrmutation of Public Supmort Percentage 15 Public support percentage for 2010 (line 8, column divided by line 13, column (0) . 15 95 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 (0 divided by line 13, column . . 17 18 Investment income percentage from 2009 Schedule A, Part line 17 . . 18 19a 33-1f3% support tests 2010. If the organization did not check the box on line 14, and line 15 is more than 33-16%, and line 17 is not more than 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 33-113%, and line 18 is not more than 33-113%, 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 P P BAA TEEA0403 1229110 Schedule A (Form 990 or 990-EZ) 2010 PAGE Schedule A (Form 990 or 990-EZ) 2010 Donors Capital Fund, Inc 54l934032 Page 4 FPart IV Isupplemental Information. Complete this part to provide the explanations required by Part II, line 10; Pat H, 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 TEEAO-404 PAGE Donors Capital Fund, Inc 544934032 1 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (N) Is the (V) 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 (see column listed in column of your column Instructions your goveming suport? organized in the doucmnet7 1851 Center for Constitutional Law 27-1636436 501(c)(3) X X X $85,000 00 Acton Institute 38-2926822 501(c)(3) X X X $456,396 00 Alabama Policy lnstitute 63-0809568 501(c)(3) X X X $140,000 00 Alaska Policy Forum 26-4380206 501(c)(3) X X X $142,000 00 Amencan Committees on Foreign Relations 52-1940191 501(c)(3) X X X $25,000 00 Amencan Conservative Union Foundation 524294680 501 X X X $2,000 00 Amencan Council of Trustees and Alumni 52-1870003 501(c)(3) X X X $500,400 00 Amencan Council on Science Health 13-2911127 501(c)(3) X X X $16,000 00 Amencan Enterprise Institute 53-0218495 501(c)(3) X X X $2,469,127 00 American Islamic Congress 06-1634525 501(c)(3) X X X $10,000 00 Amencan Maionty 26-1501154 501(c)(3) X X X $200,000 00 Amencans for Lte Government Research Foundation 52-2020468 501(c)(3) X X X $100,000 00 Amencans for Prospenty Foundation 52-1527294 501(c)(3) X X X $10,000 00 Arnencares Foundation, Inc 06-1008595 501(c)(3) X X X 54,000 00 Arnenca's Future Foundation 52-1928321 501(c)(3) X X X $50,000 00 Amenca's Ma;ontLFoundation 22-3947727 501(c)(3) X X X $40,000 00 Asian Access 95-6120630 501(c)(3) X X X 5200 00 Atlas Economic Research Foundation 94-2763845 501(c)(3) X X X $4,000 00 Austin Stone Community Church 75-2599207 501(c)(3) X X X $250 00 Ayn Rand Institute 22-2570926 SOQ3) X X X $25,000 00 Bar-llan Univers_ity 13-6192275 501(c)(3) X X X $5,250,000 00 Beacon Center of Tennessee 20-1808567 501(c)(3) X X X $200,000 00 Bill of Rights lnstitute 48-0891418 501(c)(3) X X X 51,000 00 Bluegrass Institute 11-3691843 501(c)(3) X X X $115,000 00 Boston College 04-2103545 501(c)(3) X X X $25,000 00 Brown University 05-0258809 501(c)(3) X X X $25,000 00 Buckeye Institute 31-1278593 501(c)(3) X X X $152,205 00 Schedule A, L1 1 (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 A, Line 11(h) (continued) Name of supported (ii) EIN (in) 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 (see column (I) listed in column (I) of your column (I) Instructions your goveming suport? organized in the doucmnetCaesar Rodney Institute 26-2176691 501(c)(3) X X X $175,000 00 Campus Crusade for 95-6006173 501(c)(3) X X X $400 00 Capital Research Center 524289734 501 X X X $3,000 00 Cascade Policy Institute 93-1045925 501(c)(3) X X X $335,000 00 Castilleia School 94-0373222 501(c)(3) X X X $10,000 00 Cato Institute 23-7432162 501(c)(3) X X X $67,500 00 Center for Competitive Politics 20-3676886 501(c)(3) X X X $525,000 00 Center for Education Reform 52-1847187 501(c)(3) X X X $1,000 00 Center for Independent Thought 520945376 501(c)(3) X X X $200,000 00 Center for Individual Rights 524600481 501(c)(3) X X X $22,000 00 Center for Secunty Policy 52-1601976 501(c)(3) X X X $455,000 00 Central Flonda Ballet 59-3658167 501(c)(3) X X X $10,000 00 Foundation 25-1725738 501(c)(3) X X X $830,000 00 Children's Scholarship Fund 13-4002189 501(c)(3) X X X $100,000 00 Foundation for Children and Aging 43-1243999 501(c)(3) X X X $24,000 00 Citizens Against Govemment Waste 52-1363952 501(c)(3) X X X $2,000,000 00 Civil war Trust 541426643 501(c)(3) X X X $20,000 00 Clare Boothe Luce Policy Institute 5-#1672138 501(c)(3) X X X 52,000 00 Claremont Institute 95-3443202 501(c)(3) X X X $34,081 00 Committee for a Constructive Tomorrow 52-1462893 501(c)(3) X X X $15,000 00 Common Sense Institute 27-0643638 501(c)(3) X X X $155,000 00 Commonwealth Foundation for Public Policy Alternative 23-2473845 501(c)(3) X X X $345,000 00 Comell University 150532082 501(c)(3) X X X $25,000 00 Cumberland College 61-0470593 501(c)(3) X X X $10,000 00 Dallas Arboretum and Botanicle 23-T375815 501(c)(3) X X X $50,000 00 David Horowitz Freedom Center 954194642 501(c)(3) X X X $1,000 00 Defending Amenca for Knowledge 8. Action 20-3877408 X X X $12,000 00 Schedule A, L1 1 (Form 990 or 990-52) 2010 PAGE Donors Capital Fund, Inc 544934032 3 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (N) Is the Did you notify (vi) ls l.he (vii) Amount of support organization (described on lines 1-9 organization in the organization in organization in above or IRC section (see column listed in column of your column instructions your goveming suport? organized in the doucmnetDom and For Missionary Soc, Protestant Episcopal Church 501(c)(3) X X X $100,000 00 Dominican Sisters of Mary, Mother of the Euchanst 38-3349686 501(c)(3) X X X $2,000 00 DonorsTrust 52-2166327 501(c)(3) X X X $2.005,000 00 Duke University 56-0532129 501(c)(3) X X X $25,000 00 East-West Ministnes lntemational 75-2486132 501(c)(3) X X X $250 00 Education Action Group Foundation 26-0877115 501(c)(3) X X X $54,000 00 Ethan Allen Institute 26-0377115 501(c)(3) X X X $50,000 00 Family Research Council 22-3092292 501(c)(3) X X X $150,000 00 Federalist Society 52-1792772 501(c)(3) X X X $977,942 00 Feed Store 36-3235550 501(c)j3) X X X $50,000 00 FIRE 61-1517172 501(c)(3) X X X $355,000 00 First Freedoms Foundation, Inc 04-3457254 501(c)(3) X X X $22,500 00 First Presbytenan Church-Midland TX 39-1962608 501(c)(3) X X X $17,100 00 Flonda Family Resource Center, Inc 501(c)(3) X X X 55,000 00 Focus on the Family 20-2927044 501(c)(3) X X X $200 00 Foundation Endowment 95-3188150 501 X X X $2,000 00 Foundation for Economic Education 52-1257688 501(c)(3) X X X $100,000 00 Franklin Center 13-6006960 501(c)(3) X X X $10,000 00 Free To Choose Network, Inc 26-4066298 501(c)(3) X X X $480,046 00 Freedom Foundation of MN S2-1455677 501(c)(3L X X X $137,000 00 Freedom Foundation 36-4592698 501(c)(3) X X X $388,318 50 Freedom Works Foundation 9-#3136961 501(c)(3) X X X $1,000 00 Fnends of Israel Center for Social 8. Economic Progress 52-1526916 501(c)(3) X X X $80,000 00 Fnends of the Dallas Public Library, Inc 13-3129249 50c)(3) X X X $20,000 00 Fnends of Wamer Parks 75-2033106 501(c)(3) X X X $66,000 00 Fund for Amencan Studies 62-1333658 5C)jc)(3) X X X $47,928 00 George W Bush Presidential Center 13-5223604 501(c)(3) X X X $10,000 00 Schedule A, L11(h) (Form 990 or 990EZ) 2010 PAGE Donors Capital Fund, Inc 544934032 4 A, Line 11(h) (continued) Name of suppoited (ii) EIN (in) Type of organization (V) Is the (V) Did you notify (vi) Is the (vii) Amount of support organization (descnbed on lines 1-9 organization in the organization in organization in above or IRC section (see column listed in column (I) of your column instructions)) your goveming supoit? organized in the doucrnnet7 Georgetown University Tocqueville Fonim 20-4119317 501(c)(3) X X X $25,000 00 Georgia Public Policy Foundation 53-0196603 501(c)(3) X X X $126,500 00 GMU Foundation (School of Law) 58-1943161 501(c)(3) X X X $500,000 00 God's World Publications. Inc 541603842 501(c)(3) X X X $36,000 00 Goldwater InstitLrte 5643538016 501(c)(3) X X X $562,000 00 Good News World Outreach Church 86-0597661 501(c)(3) X X X $10,000 00 Gotham Legal Foundation 75-2507591 501(c)(3) X X X $198,000 00 Grassroot Institute of Hawaii 204265382 501 X X X $225,000 00 Greater Houston Community Foundation 99-0354937 501(c)(3) X X X $100,000 00 Greenwich Land Trust 23-7160400 501(c)(3) X X X 56,000 00 Heartland Institute 060950851 501(c)(3) X X X $1,664,150 00 HelpMeSee 36-3309812 501(c)(3) X X X $5,000 00 Hentage Foundation 13-3661416 501(c)(3) X X X $4,000 00 High Impact Life 23-7327730 501(c)(3) X X X $14,000 00 Highland Park Presbyian Church 501(c)(3) X X X 52,000 00 Hillsdale College 501(c)(3) X X X $5,000 00 Hoopla Texas. Inc 38-1374230 501(c)(3) X X X $1,000 00 Hudson Institute 752794017 501(c)(3) X X X $50,000 00 Human Rights Foundation 13-1945157 501(c)(3) X X X $250,000 00 Idaho Freedom Foundation 20-2669700 501(c)(3) X X X $215,000 00 Illinois Policy Institute 26-3783048 501(c)(3) X X X $222,000 00 Illinois Taiyer Education Foundation 412057028 501(c)(i X X X $50,000 00 Independence Institute 36-3955081 501(c)(3) X X X $290,000 00 Institute for Humane Studies B40990300 501(c)(3) X X X $343,252 00 Institute for Justice 94-1623852 501(c)(3L X X X $132,500 00 Institute for Policy Innovation 52-1 744337 501(c)(3) X X X $140,000 00 Institute on Religion 8- Democracy 75-2158093 501( X X X $200,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 544934032 5 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) Is the Did you notify (vi) Is the (vii) Amount of suppoit organization (descnbed on lines 1-9 organization in the organization in organizatton in above or IRC section (see column (I) listed in column (I) of your column (I) instructionsl) your goveming suport? organized in the doucmnetIntellectual Takeout 52-1265221 501(c)(3) X X X $90,000 00 lntemational Policy Network US, Inc 26-4057885 501(c)(3) X X X $436,350 00 James Madison Institute for Public Polgy 522363626 501(c)(3) X X X $182,000 00 Jerusalem Institute for Market Studies 59-2811908 501 X X X $52,000 00 John Locke Foundation 20-0105601 501(c)(3) X X X $100,000 00 John W Pope Ciintas Institute 564656943 501(c)(3) X X X $9,120 00 Josiah Bartlett Center for Public Policy 20-2454741 501(c)(3) X X X $88,500 00 Kanakuk Ministnes 22-3235650 501(c)(3) X X X $18,000 00 Kansas Policy Institute 43-1 815310 501(c)(3) X X X $340,000 00 Leadership Institute 23-7047821 501(c)(3) X X X $15,000 00 Lee-Fendall House Museum 51-0235174 501(c)(3) X X X $5.000 00 Lincoln Institute of Public Opinion Research 54-6076244 501(c)(3) X X X $15,000 00 I_u_cy Bums Institute 25-1704705 501(c)(3) X X X $75,000 00 Maclver Institute 20-8036372 501(c)(3) X X X $117,000 00 Mackinac Center for Public Policy 501(c)(3) X X X $621,000 00 Maine Hentage Policy Center 38-2701547 501(c)(3) X X X $293,281 00 Manhattan Institute for Policy Research 22-3888250 501(c)(3) X X X $150,000 00 Mgyland Public Policy Institute 13-2912529 501(c)(3) X X X $161,000 00 MgyIandReporter com, Inc 52-2199055 501(c)(3) X X X $10,000 00 Mastermedia 27-0853887 501(c)(3) X X X $200 00 Media Research Center 33-0104548 501(c)(3) X X X $315,000 00 Mercatus Center, GMU 54-1429009 501(c)(3) X X X $243,500 00 Middle East Forum 54-1436224 501(c)(3) X X X $1,730,000 00 Midland - Odessa Chorale 23T749796 501(c)(3) X X X $2,500 00 Midland Young Life Building Foundation 75-1301544 501(c)(3) X X X $6,000 00 Mississippi Center for Public Policy 75-2828138 501(c)(9) X X X $152,300 00 Montana Policy Institute 64-0797905 501(c)(3) X X X $330,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2010 PAGE Donors CapItal Fund, Inc. 54-1934032 6 A, LIne 11(h) (contlnued) (I) Name of supported (II) EIN Type of organtzatron (Iv) Is the you notrfy (VI) Is the (VII) Amount of support organIzatIon (descnbed on IInes 1-9 organIzatIon In the organIzatIon In organIzatIon In above or IRC sectIon (see column listed In column of your column instruct1ons)) your govemmg suport? organized In the doucmnetMountaIn States Legal FoundatIon 20-2591461 501(c)(3) X X X $3,000 00 MovIng Plcture lnstItute 84-0736725 501(c)(3) X X X $26,000 00 Museum of the Confederacy 20-3237801 501(c)(3) X X X $10,000 00 Natlonal Center for Pohcy AnalysIs 54-0699599 501(c)(3) X X X $63,000 00 Nahonal Center for PublIc PolIcy Research, Inc 75-1804932 501(c)(3) X X X $2,000 00 Nauonal Legal 8. Pohcy Center 52-17501 B8 501(c)(3) X X X $9,500 00 Nallonal RIght to Work FoundatIon 59-1588825 501(c)(3) X X X $80,000 00 NatIonal Taxpayers UnIon Foundatlon 52-1122883 501(c)(3) X X X $10,000 00 Nevada PoIIcy Research lnstItute 88-0276314 501(c)(3) X X X $253,405 00 NFIB Legal Foundauon 62-1570449 501(c)(3) X X X $6,000 00 North Dakota Pollcy CouncIl 20-8862761 501(c)(3) X X X $78,000 00 Ocean State Pollcy Research lnstItute 26-0731822 501(c)(3) X X X $280,000 00 Oklahoma CouncIl of PublIc AffaIrs 73-1436375 501(c)(3) X X X $78,335 00 One Natlon Under God Foundat.Ion 35-2176192 501(c)(3) X X X $65,000 00 Open Doors wIth Brother Andrew, Inc 23-7275342 501(c)(3) X X X $3,254 00 Open Govemment lnstItute of CalIfomIa 264167200 501 (cja) X X X $10,000 00 Pacrc Lggal Foundat.Ion 94-2197343 501(c)(3) X X X 57,000 00 Pactc Research lnstItute for PublIc Pohcy 942528433 501(c)(3) X X X $115,000 00 Partners RelIef and Development 22-3786806 501(c)(3) X X X $10,000 00 PelIcan lnstItute for PublIc Polgr 26-1704791 501(c)(3) X X X $209,600 00 Pmlanthropy Roundtable 13-2943020 501(c)(3) X X X $248,400 00 PIoneer lnstItute for PubIIc Pohcy Research 22-2632081 501(c)(3) X X X $144,500 00 Platte lnstItute for Economrc Research 20-8809060 501(c)(3) X X X $156,400 00 Polwarth MInIstnes 51-0558527 501(c)(3) X X X 53,000 00 Prometheus lnstItute 20-3558542 501(c)(3) X X X $90,000 00 PublIc Interest 42-1347192 501(c)(3) X X X $13,000 00 Public Serwce Research Foundatron 58-1442675 501(c)(3) X X X 53,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 544934032 7 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) Is the Did you notify (vi) Is the (vii) Amount of support organization (descnbed on lines 1-9 organization in the organization in organization in above or IRC section (see column listed in column of your column Instructions)) your goveming suport? organized in the doucrnnetReason Foundation 95-3298239 501(c)(3) X X X $67,124 00 Reconciliation Outreach Ministnes 594346283 501 3) X X X $100,000 00 Rhodes College 62-0476301 501(c)(3) X X X $25,000 00 Rio Grande Foundation 850468446 501(c)(3) X X X $297,000 00 Russell Home for Atypical Children 594051408 501 X X X $50,000 00 Russian-Arnencan University 52-1930894 501(c)(3) X X X $300,000 00 Ryan Foundation 41-3169151 501(c)(3) X X X $25,000 00 Safer Dallas, Better Dallas 3131 McKinney Avenue 20-3152579 501 X X X $12,500 00 Sam Adams Alliance 20-5792227 501(c)(3) X X X $300,000 00 Schwab Chantable Gift Fund 31-1640316 501(c)(3) X X X $920,000 00 Security Research Associates, Inc 74-2209-120 501(c)(3) X X X $160,000 00 Show Me Institute 20-1957878 501(c)(3) X X X $50,000 00 Small Business Hl Entrepr Edu 26-1210792 501(c)(3) X X X $69,500 00 Smile Train. Inc 13-3661416 501(c)(3) X X X $5,000 00 South Carolina Policy Council 57-0835744 501(c)(3) X X X $650,000 00 St John Vianney Roman Catholic Church 501(c)(3) X X X $6,000 00 St Johnsbury Athenaeum 03-0183005 501(c)(3) X X X $5,000 00 State Policy Network 57-0952531 501(c)(3) X X X $1,753,000 00 Stewards of the Range, 82-0472269 501(c)(3) X X X 32,000 00 Student Govemment Affairs Program 65-0348492 501(c)(3) X X X $7,500 00 StudentNewsDagv com 05-0611977 501(c)(3) X X X $20,000 00 Students for Ub 94-3435899 501(c)(3) X X X $5.000 00 Suthenand Institute B7-0531727 501(c)(3) X X X $191,000 00 Teen F L O W Youth Ministries 75-2599609 501(c)(3) X X X $200 00 Texas Public Pol_igy Foundation 74-2524057 501(c)(3) X X X $667,508 00 Thomas Jefferson Institute 51-0280185 501(lL X X X $65,000 00 University of Anzona Foundation 86-6050388 501(c)(3) X X X $76,000 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 8 A, Line 11(h) (continued) Name of supported (ii) EIN Type of organization (iv) is me Did you notify (vi) Is the (vii) Amount of support organimtion (descnbed on lines 1-9 organization in the organization in organization in above or IRC section (see column (I) listed in column of your column instructions)) your goveming suport? organized in the doucmnetUniversity of Notre Dame 35-0868188 501(c)(3) X X X $25,000 00 University of Texas - Austin 7443000203 501 X X X $25,000 00 University of Texas of the Penman Basin 75-1614818 501(c)(3) X X X $50,000 00 University of \lIrginia Foundation 544682176 501(c)(3) X X X $25,000 00 US English Foundation 52-1524976 501(c)(3) X X X $10,000 00 Vanderbilt University Foundation 62-0476822 501(c)(3) X X X $5,000 00 V'irginia Institute for Public Policy 54-1870848 501(c)(3) X X X $14,500 00 Washington Institute for Near East Policy 52-1376034 501(c)(3) X X X $50,000 00 Washington Legal Foundation 52-1071570 501(c)(3) X X X $7,000 00 Washington Policy Center 91-1752769 501(c)(3) X X X $188,275 00 well Community 501(c)(3) X X X $5,000 00 West Dallas Community School 75-2576975 501(c)(3) X X X $21,000 00 Westchester Community College Foundation 23-7050397 501(c)(3) X X X $384,000 00 Wyoming Liberty Group 26-2828115 501(c)(3) X X X $230,000 00 Yankee Institute 52-1358144 501(c)(3) X X X $390,200 00 Young America's Foundation 23-7042029 X X X $254,000 00 Young Life 84-0385934 501(c)(3) X X X $10,200 00 Schedule A, L11(h) (Form 990 or 990-EZ) 2010 PAGE (Form 990) Supplemental Financial Statements Completeg the?r|gianizgti?n8a3swoer1e|l Tes to Form 990, art ,ines ,or . Attach to Fonn 990. See separate instructions. Name of the organization Donors Cagital Fund, Inc 54-193-4032 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 . 1'7 . 2 Aggregate contributions to (during year) . 14 5'75 630 . 3 Aggregate grants from (during year) . . 41 100, 998 . 4 Aggregate value at end of year 31 734 450 . 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 IEEiT't3ll!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 (e.g recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure I 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 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 holdsStaff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year P 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 5 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section and 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. 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 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: (1) Revenues included in Form 990. Part line 1. . . . . (ii) Assets included in Form 990, Part 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 Form 990. TEEA3301 Schedule D (Form 990) 2010 PAGE Schedule D (Form 990) 2010 Donors Capital Fund, Inc 54-1934032 [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 d Loan or exchange programs Scholarly research e Other Page 2 c I 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. H Yes D 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? lPart 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. 1a 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 Amount DNO c Beginning balance d Additions during the year e Distributions during the year f Ending balance . . . . 2a Did the organization include an amount on Form 990, Part X, line 21? b If Yes, explain the arrangement in Part XIV. rPartV lEndowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10. Yes Current year Prior year Two years back Three years back Four years back 1aBeginning ofyear balance 55,375,240. 55,286,390. 94,469,464. bcontributions 14,575, 630. 56,570,167. 41,649,571. c Net investment earnings, gains, and losses 3,761,905. 3,917,740. 9,422,190. dGrants or scholarships 41,100,998. 59,778,237. 70,858,213. e Other expenditures for facilities and programs 496, 574 . f Administrative expenses 380,753. 620, 820. 552,242. gEnd ofyearbalance 31,734,450. 55,375,240. 55,286,390. 2 Provide the estimated percentage of the year end balance held as: a Board designated or quasi-endowment 100 . 00 D 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 H-"art VI lLand, Buildings, and Equipment. See Form 990, Part X, line 10. Description of investment Cost or other basis Cost or other (investment) basis (other) Accumulated depreciation Book value 1 a Land b Buildings c Leasehold improvements d Equipment e Other Total. Add lines la through le (Column must equal Form 990, Part X, column (8), line 8 BAA TEEA3302 '|2l20ll 0 Schedule D (Form 990) 20l0 PAGE Schedu|eD(Form 990) 2010 Donors Capital Fund, Inc 54-1934032 Page3 Ed llnvestmentsOther 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 LA) .0) Total. (Column must equal Farm 990 Partx, column (B) lme I2.) [Part I Relatetgsee 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 eqgl_Form Par1X, colum(B) line I3.) I lri ix [Other Assets. (see Form 990, Part x, line 15) Description Book value (1) Investment in Caxton Select LLC 2, 709, 539. (2) Investment in DCF LLC 778(3) (9) (10) Total. (Column must equal Form 990, Part X, line 75) . 3 488 227 . IPart X IOther Liabilities. (S_ee Form 990, Part X, line 25) Description of liability Amount (1) Federal income taxes (2) Amount due Donors Trust, Inc. 67, 820. (3) (4) (5) (5) (7) (8) (9) (10) (1 1) Total. (Column must equal Form 990, Part)(, column (B) line 25(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 12/20/10 Schedule D (Form 990) 2010 PAGE Schedule D (Form 990) 2010 Donors Capital Fund, Inc 541934032 Page 4 Wart XI 1Reconci|iation of Change in Net Assets from Form 990 to Audited Financial Statements 1 Total revenue (Form 990, Part (A), line 121'7, 066, 051 . Total expenses (Form 990, Part IX, column (A), line 25100, 506 . Excess or (deficit) for the year Subtract line 2 from line -25, 034 455 . Net unrealized gains (losses) on investments . . . . 1, 275, 875 . Donated services and use of facilities Investment expenses . . . . . . . . . . . . . Prior period adiustments . . . . . . . . . . 77 840 . Other (Describe in Part XIV) . . Total adjustments (net). Add lines 4 through 353, 715 . 10 Excess or (deficit) for the year per audited financial statements. Combine lines Wart XII [Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements . . . . . 1 18, 341, 926 . 2 Amounts included on line 1 but not on Form 990, Part line 12. a Net unrealized gains on investments . . 2a 1 27; 875 . b 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 1,275,875. 3 Subtract line 2e from line 1 . . . 3 1'7, 066, 051 . 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 XIVAdd lines 4a and 4b . 4c 5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part 1, line I2.) 5 1'7, 06 6, 051 . ITart |Reconciliation of Expenses per Audited Financial Statements With Ejaensesar Return 1 Total expenses and losses per audited financial statements . . 1 42, 022, 666 . 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: Z a Donated services and use of facilities 2a b Prior year adjustments . . 2b -77 840 . c Other losses . . . . . 2c I d Other (Describe In Part XIV . 2d e Add lines 2a through Subtract line 2e from line 1 . . . 3 42 100, 506 . 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 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18) 5 42 100, 506 . [Part XIV Isumglemental Information Complete this part to provide the descriptions required 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, line 8; Part XII, lines 2d and 4b; and Part lines 2d and 4b. Also complete this part to provide any additional information. BAA TEEA3304 Schedule D (Form 990) 2010 PAGE ScheduleD (Form Donors Capital Fund, Inc 54-1934032 Page5 Sugglemental Information (continued) BAA TEEA3305 omsno Schedule D (Form 990) 2010 PAGE Grants and Other Assistance to Organizations, OMB N 545'47 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. SCHEDULE l (Form 990) 3.- -,-Inspection Department ol the Treasury Internal Revenue Service Employer number Name of the organization Donors Capital Fund. Inc {Fart 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 assistanceDescribe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. |Part ll lGrants 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 ll can be duplicated if additional space is needed . . . . . .. . H (cl) Amount of cash grant Amount of non-cash (0 Md Description of Purpose of grant assistance non-cash assistance or assistance 1 Name and address of organization Em (C) iRc Section or government it applicable :11 2193.5. 2 0 6 . 0 Schedule I (Form 990) 2010 2 Enter total number of section 501 and government organizations 3 Enter total number of other organizations . . . BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3901 10I29i'l0 PAGE Donors Capital Fund, Inc. 54-1934032 1 l, Grants to Organizations and lndviduals in the U.S Part II, Grants to Organizations and Governments in the U.01) 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) 1851 Center for Constitutional Law 208 E State Street Columbus, OH 43215 27-1536436 501(c)(3) $40,000 00 Cash NIA for litigation efforts 1851 Center for Constitutional Law PO Box 1097 Independence, MO 64051-0597 27-1636436 $45,000 00 NIA Cash for general operations Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids. MI 49503 38-2926822 501(c)(3) $15,000 00 Cash NIA for the book pr_q|ect Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids. MI 49503 33-2926822 501(c)(3) $16,000 00 Cash NIA for Ecumenical Babel Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids. MI 49503 38-2926822 501(c)(3) $200,396 00 NIA Cash NIA for 5% of 2009 expenses Acton Institute 161 Ottawa NW, Suite 301 Grand Rapids, MI 49503 38-2926822 501(c)(3) $225,000 00 NIA Cash NIA for the Bishop Conferences Alabama Policy Institute 402 Ottice Park Drive. Suite 300 for the organizaIIon's Birmingham. AL 35223 63-0809568 501(c)(3) $100,000 00 Cash NIA transparency projects Alabama Policy Institute 402 Otce Park Drive, Suite 300 for branding and radio Birmingham. AL 35223 63-0809568 501(c)(3) $40,000 00 Cash NIA projects Alaska Policy Forum 201 Barrow #8 for the organization's capacity- Anchorage, AK 99501-2429 26-4380206 501(c)(3) $52,000 00 NIA Cash NIA building projects to supplement the salary Alaska Policy Forum andfor moving expenses for 201 Barrow #8 the organization's new Anchorage, AK 99501-2429 26-4380206 501(c)(3L $10,000 00 NIA Cash NIA develgament director Alaska Policy Forum 201 Barrow #8 for the organization's Anchorage, AK 99501-2429 26-4380206 501(c)(L $50,000 00 NIA Cash NIA trangigrencyoject Alaska Policy Forum 201 Barrow #8 Anchorage, AK 99501-2429 26-4380206 501(c)(3) $30,000 00 NIA Cash NIA for direct mail efforts Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 I. Grants to Organizations and Indviduals in the U.S. Part II. Grants to Organizations and Governments in the U.lh) 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 American Committees on Foreign Relations 1801 F Street. NW Washington. DC 20006 52-1940191 501(c)(3) $25,000 00 NIA Cash NIA lorgeneral operations Amencan Conservative Union Foundation 1007 Cameron Street Alexandria. VA 22314 52-1294680 501 $2,000 00 NIA Cash NIA for general operations Amencan Council of Trustees and Alumni 1726 M Street NW. Suite 802 for the "\Nhat Will They Learn" Washington, DC 20036 52-1370003 $260,400 00 NIA Cash NIA pri:j_ect mencan Council of Trustees and Alumni 1726 M Street NW. Suite 802 Washgton. DC 20036 524870003 501(c)(3) $240,000 00 NIA Cash NIA for general operations merican Council on Science 8. Health 1995 Broadway, 2nd Floor New York, NY 10023-5860 13-2911127 501(c)(3) $16,000 00 NIA Cash NIA for Holldy_Menu to support projects that will be American Enterprise Institute undertaken next year as part 1150 Seventeenth Street, NW of the Natlonal Research Washgton, DC 20036 53-0216495 501(c)(3) $2,000,000 00 NIA Cash NIA Iniative American Enterprise Institute 1150 Seventeenth Street, NW Washington. DC 20036 53-0218495 501(c)(3) $2,500 00 NIA Cash NIA forjeneral operations 1% 2009 expenses and nal grant for Scruton and 501(c)(3) $466,627 00 NIA Cash NIA communlcationsojects merican Enterprise 1150 Seventeenth Street, NW DC 20036 53-0218495 American Islamic Congress 1718 M Street. NW. Suite 243 Washington. DC 20036 06-1634525 501(c}j} $10,000 00 Cash NIA operations American Majonty 117 North 21 st Street. Suite 4 Purcellville, VA 20132 26-1501154 501(c)(3) $200,000 00 NIA Cash NIA torjeneral operations mencans for Limited Government Research Foundation 9900 Main Street, Suite 303 Fairfax, VA 22031 52-2020468 501(c)(3) $100,000 00 NIA Cash NIA for_general operations Americans for Prospenty Foundation 2111 Wilson Blvd, Ste 350 for activities of the Maryland Arlington. VA 22201 52-1527294 501(c)(3) $10,000 on NIA Cash NIA Chgater Schedule I (Form 990 or 990-EZ) 2C1O PAGE Donors Cagtal Fund, inc. 54-1934032 3 I, Grants to Organizations and lndviduals in the U.S. Part ll, Grants to Organizations and Governments in the U.S. la) (C) lei (0 (9) (ht 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) Americares Foundation, Inc 88 Hamilton Avenue Stamford, CT 06902 064008595 501 $2,000 00 NIA Cash NIA for general operations Amencares Foundation, Inc 88 Hamilton Avenue Stamford, CT 06902 06-1008595 5039(3) $2,000 00 NIA Cash NIA for general operations Amenca's Future Foundation 1899 L Street NW 12th Floor Washington, DC 20036 52-1928321 5o1(g(3) $50,000 00 NIA Cash NIA for leadership transitions America's Majority Foundation 8640 Travis Street Overland Park. KS 66212 22-3947727 501(c)(3) $15,000 00 NIA Cash NIA for general operations America's Maiority Foundation 8640 Travis Street Overland Park, KS 66212 22-3947727 501(c)(3) $25,000 00 NIA Cash NIA for general operations Asian Access PO Box 200 San Dimas, CA 91773 95-6120630 50)(3) $200 00 Cash NIA for Hiroshl Tol<oij207T23) Atlas Economic Research Foundation 1201 L Street. NW. 2nd Floor for Institute de Llbertad y Washington. DC 20005 94-2763845 501(g(3) $2,000 00 NIA Cash NIA Desarrollo Atlas Economic Research Foundation 1201 L Street. NW, 2nd Floor Washington, DC 20005 94-2763845 $2,000 00 NIA Cash for general operations Austin Stone Community Church 1033 La Posada Dr. #210 Austin. TX 78752 75-2599207 501(c)(3) $250 00 NIA Cash NIA for general operations Ayn Rand institute 2121 Alton Parkway, Suite 250 Irvine, CA 92606-4928 22-2570926 501(c3(3) $25,000 00 NIA Cash NIA for general operations for year 2 support for the Bar-llan University International Program in 160 E 56th Street Communications 8. New York. NY 10022 13-6192275 $250,000 00 NIA Cash NIA Information Strategy Bar-lian University 160 E 56th Street New York, NY 10022 13-6192275 5g(g(3) $5,000,000 00 NIA Cash NIA for the Galilee Medical Center Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 l, Grants to Organizations and lndviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. la) lb) (C) tel 10 19) lh) 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) Beacon Center of Tennessee PO Box 198646 for the organization's Nashville, TN 37219 20-1808567 501(c)(3) $90,000 00 NIA Cash NIA transparency project for the organ|zat|on's new Beacon Center of Tennessee Development Director, PO Box 198646 events, and Nashville, TN 37219 20-1808567 501(c)(3) $50,000 00 NIA Cash NIA hardware-[technology upgrade Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 204808567 501 $10,000 00 MIA Cash NIA for capacity building Beacon Center of Tennessee PO Box 198646 Nashville. TN 37219 2048013567 501(c)(3) $35,000 00 NIA Cash NIA for direct mall efforts Beacon Center of Tennessee PO Box 198646 for the organization's Nashville, TN 37219 '20-1808567 50g)(3) $15,000 00 NIA Cash NIA Bill of Rights Institute 200 N Glebe Road, Suite 200 Arlington, VA 22203 46-0891418 501(c)(3) $1,000 00 NIA Cash NIA for general operations Bluegrass Institute PO Box 11706 for the organization's Lexington, KY 40577-1706 11-3691 843 $60,000 00 NIA Cash NIA transparency project Bluegrass lnstitute PO Box 11706 for the organization's Lexington, KY 40577-1706 11-3691 343 501(c)(3) $10,000 00 NIA Cash NIA Bluegrass Institute PO Box 11706 to build the organization's Lexmgton. KY 40577-1706 11-3691843 501(c)(3) $30,000 00 NIA Cash NIA capacity Bluegrass Institute PO Box 11706 Lexington, KY 40577-1706 11-3691843 501(c)(3) $15,000 00 NIA Cash NIA for direct mail efforts Boston College for the establishment of a 200 McGuinn Hall, Boston College Post-Doctoral Fellowship at 140 Commonwealth Avenue the Program for the Study of Chestnut Hill, MA 02467 04-2103545 501j)(3) $25,000 00 NIA Cash NIA the Western Heritage to establish a Doctoral Brown University - Political Theory Project Fellowhip In the PO Box 1844 Theory Project under the Providence, RI 02912 05-0258809 501(c)(3) $25,000 00 NIA Cash NIA direction of Dr. John Tomasi Schedule I (Form 990 or 990-EZ) 2C PAGE Donors Capital Fund, Inc 54-1934032 I, Grants to Organizations and Indviduals in the U.S Part II, Grants to Organizations and Governments in the U.S. tal (bl (C) tel (0 (9) (hl 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) Buckeye Institute 88 East Broad Street, Suite 1120 for the organization's Columbus, OH 43215-3506 31-1278593 50jc)(3) $50,000 00 NIA Cash NIA transparency project Buckeye Institute 88 East Broad Street, Suite 1120 for the organization's capacity Columbus, OH 43215-3506 31-1278593 501(c)(3) $57,205 00 NIA Cash NIA bulldigg_projects Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 314278593 501(c)(3) $45,000 00 NIA Cash NIA for direct mail efforts Caesar Rodney Institute PO Box 795 to support an investigative Dover. DE 19903-0795 26-2176691 501 $60,000 00 NIA Cash NIA reporter Caesar Rodney Institute PO Box 795 for the organization's capacity Dover, DE 19903-0795 26-2176691 50c)(3) $45,000 00 NIA Cash NIA building Caesar Rodney Institute PO Box 795 to support an Investigative Dover, DE 19903-0795 26-2176691 $10,000 00 NIA Cash NIA reporter Caesar Rodney Institute PO Box 795 Dover, DE 19903-0795 25-2176691 501(c)(3) $50,000 00 NIA Cash NIA for direct mail efforts Caesar Rodney Institute PO Box 795 Dover, DE 19903-0795 26-2176691 5l(c)(3) $10,000 00 NIA Cash NIA for building Campus Crusade for Christ 100 Lake Hart Dnve Department 2400 Orlando, FL 32832 95-6006173 501(c)(3) $400 00 NIA cash NIA for general operations Capital Research Center 1513 16th Street, NW Washingon, DC 20036-1480 52-1289734 501(c)(3) $3,000 00 NIA Cash NIA for general operations Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 to support an investigative Portland. OR 97225 934045925 504(c)(3) $45,000 on NIA Cash NIA reporter Cascade Policy Institute 4850 SW Scholls Feny Road, Ste 103 to support the news bureau Portland. OR 97225 93-1045925 mom) $125,000 00 NIA Cash NIA project Schedule I (Form 990 or 990-EZ) 2C PAGE Donors Capital Fund, 54-1934032 I, Grants to Organizations and lndviduals in the U S. Part II, Grants to Organizations and Governments in the U.S. ta) Name and Address of Organization or Government EIN (cl IRC Section if Applicable (dl 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 Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 Portland, OR 97225 93-1045925 501 $90,000 00 NIA Cash NIA for the organization's capacity- Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste. 103 Portland, OR 97225 93-1045925 501(c)(3) $15,000.00 NIA Cash NIA to support an Investigative reporter Cascade Policy Institute 4850 SW Scholls Ferry Road, Ste 103 Portland, OR 97225 934045925 501 $35,000 00 NIA Cash NIA for direct mail efforts Cascade Policy lnstitute 4850 SW Scholls Ferry Road, Ste 103 Portland. OR 97225 934045925 5o1(c)(3L $25,000 00 NIA Cash NIA to support the news bureau roiect Castilleia School 1310 Bryant St Palo Alto, CA 94301 94-0373222 501(c)(3) 510.000 00 NIA Cash NIA for general operations Cato Institute 1000 Massachusetts Avenue. NW Washington, DC 20001-5403 23-T432162 501(c)(3L $1 5.000 00 NIA Cash NIA for general operations Cato Institute 1000 Massachusetts Avenue. NW Washington, DC 20001-5403 23-7432162 501(c)(3) $50,000 00 NIA Cash NIA for general operatlons Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-74 321 62 501(c)(3) $2.500 00 NIA Cash NIA for general operations Center for Competitive Politics 124 South West Street, #201 Alexandna, VA 22314 20-3676886 501(c)(3) $25,000 00 NIA Cash NIA for general operatlons Center for Competitive Politics 124 South West Street, #201 Alexandna, VA 22314 203676886 501(c)(3L $500.000 00 NIA Cash NIA for general operations Center for Education Reform 910 17th Street, NW, #1120 Washington, DC 20006 52-1847187 501(c)(3) $1,000 00 NIA Cash NIA for general operations Center for Independent Thought 73 Spring Street. Suite 403 New York. NY 10012 5241945376 $200,000 00 NIA Cash NIA for Stossel in the Classroom rolect Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, inc. 544934032 7 I, Grants to Organizations and Indviduals in the U.S. Part II. Grants to Organizations and Governments in the U.S. la) (C) (6) (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) Center for Individual Rights 1233 20th Street. NW. Suite 300 Washington. DC 20036-1609 524600481 501 $20,000 00 NIA Cash NIA for general operations Center for Individual Rights 1233 20th Street. NW. Suite 300 Washington. DC 20036-1609 52-1600481 501(c)(3) $2,000 00 NIA Cash NIA for general operations Center for Security Policy 1901 Avenue. NW Washington. DC 20005 52-1601976 501(c)(3) $25.000 00 NIA Cash NIA for the Middle East project Center for Security Policy 1901 Avenue. NW Washington. DC 20006 521601976 501(c)(3) $250.000 00 Cash NIA for the State-by-State project Center for Security Policy 1901 Avenue. NW Washington, DC 20006 52-1601976 501(c)(3) $180,000 00 NIA Cash NIA for Caroline Glick projects Central Florida Ballet 3306 Maggie . Suite B Orlando. FL 32811 59-3658167 501(c)(3) $10.000 00 NIA Cash NIA for general operations Foundation for expansion of 715 Queen Anne Road undergraduate program in Teaneck. NJ 07666 25-1725738 501(c)(3) 3830.000 00 NIA Cash NIA economics Children's Scholarship Fund 8 West 38th Street. 9th Floor New York. NY 10018 13-4002189 501(c)(3) $100,000 00 NIA Cash NIA for general operations Christian Foundation for Children and Aging 1 Elmwood Avenue Kansas City. KS 66103 43-1243999 501(c)(3) $12,000 00 NIA Cash NIA for general operations Foundation for Children and Aging 1 Elmwood Avenue Kansas KS 66103 43-1243999 501(c)(3) $12,000 00 NIA Cash NIA for general operations Citizens Against Government Waste 1301 Connecticut Avenue. NW. Suite 400 Washington. DC 20036 52-1363952 501(c)(3) $500,000 00 NIA Cash NIA for general operations Citizens Against Government Waste 1301 Connecticut Avenue. NW. Suite 400 Washington, DC 20036 52-1363952 501(c)(3) $1.500.000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund. inc 54-1 934032 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) (9) - lh) 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. F MV. Non-Cash Grant,or Government Applicable Assistance appraisal. Assistance Assistance other) Civil War Trust 1156 15th Street. NW. Suite 900 Washington. DC 20005 54-1426643 501(c)(3) 520.000 00 MIA Cash NIA for general operations Clare Boothe Luce Policy institute 112 Elden Street. Suite F Herndon. VA 20170 544672138 50)(3) $2,000 00 NIA Cash NIA for general operations Claremont Institute 937 West Foothill Blvd. Suite E Claremont, CA 91711 95-3443202 501(c)(3) $33,081 00 NIA Cash NIA for 1% of 2009 revenues Claremont Institute 937 West Foothill Blvd, Suite E Claremont. CA 91711 95-3443202 501(c)(3) $1.000 00 NIA Cash NIA for general operations Committee for a Constructive Tomorrow PO Box 65722 Washington, DC 20035 524462893 5ogg(3) $15,000 00 NIA Cash NIA to support Common Sense Institute Berry Lane for the organization's Randolph. NJ 07869 27-0643636 501(c)(3) $80,000 00 NIA Cash NIA transparency project Common Sense Institute Berry Lane to support the organization's Randolph. NJ 07869 27-0643638 501 $25,000 00 NIA Cash NIA start-Llgicttvities Common Sense Institute Berry Lane Randolph. NJ 07869 27-0643638 525.000 00 NIA Cash NIA for capacity building Common Sense institute 2 Berry Lane Randolph. NJ 07869 27-0643638 501 $25.000 00 NIA Cash NIA tor direct mail efforts Commonwealth Foundation for Public Policy Alternative 225 State Street. Suite 302 Hamsburg. PA 17101 2324738415 501(c)(3) $110,000 00 NIA Cash NIA for capacity building Commonwealth Foundation for Public Policy Alternative 225 State Street, Suite 302 for the organization's Hamsbugq. PA 17101 23-2473845 501(c)(3) $125,000 00 NIA Cash NIA transparency Commonwealth Foundation for Public Policy Altemative 225 State Street. Suite 302 for the organization's direct Harrisburg. PA 17101 23-2473845 $40,000 00 NIA Cash NIA mall efforts Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund. Inc 54-1934032 l. Grants to Organizations and lndviduals in the U.S Part ii. Grants to Organizations and Governments in the U.(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 Applicable Assistance appraisal, Assistance Assistance other) Government Commonwealth Foundation for Public Policy Alternative 225 State Street. Suite 302 for the organization's Harrisburg, PA 17101 23-2473845 501(c)(3) $25,000 00 NIA Cash NIA transparency efforts Commonwealth Foundation for Public Policy Alternative 225 State Street. Suite 302 Harrisburg. PA 17101 23-2473845 501(c)(3) $15,000 00 NIA Cash NIA for direct mall efforts Commonwealth Foundation for Public Policy Alternative 225 State Street. Suite 302 for the organization's Harrisburg. PA 17101 23-2473345 501(c)(3L 530.000 00 Cash NIA communications initiative Cornell University in support Higher Education Mcgraw Hall, Room 324 initiative Program on Freedom Ithaca. NY 14853 1543532082 501(c)(3) 3:25.000 00 NIA Cash NIA and Free Societies Cumberland College 6191 College Station Drive Wiiliamsburg. KY 40769-1372 61-0470593 501(c)(3)_ $10,000 00 NIA Cash NIA for general operations Dallas Arboretum and Botanicle Society. Inc for the Development of the 8617 Garland Road Rory Meyers Children's Dallas. TX 75213 237a75a15 $50,000 00 NIA Cash NIA Adventure Garden David Horowitz Freedom Center 14148 Magnolia . Suite 103 Sherman Oaks. CA 91423 95-4194642 501(c)(3) 51.000 00 NIA Cash NIA for_general operations Defending America for Knowledge Action PO Box 1911 Pittsburgh. PA 94565 2043877403 501(c)(3L $12.000 00 NIA Cash NIA for general operations Domestic and Foreign Missionary Society. Protestant Episcopal Church in the USA for the restoration fund of The 815 Second Avenue St Andrew's Anglican Church New York. NY 10017-4594 501(c)(3) $100,000 00 NIA Cash NIA in Moscow Dominican Sisters of Mary. Mother of the Eucharist 4597 Warren Road Ann Arbor. Ml 48105 38-3349686 501(c)(3) $2.000 O0 Cash NIA for general operations DonorsTrust 109 North Henry Street to support a donor-advised Alexandria. VA 22314-2903 52-2166327 501(c)(3) $800,000 00 NIA Cash NIA fund account DonorsTrust 109 North Henry Street to support the Class Action Alexandria. VA 22314-2903 52-2166327 501(c)(3L $10,000 00 NIA Cash NIA Fairness program Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund. Inc. 54-1934032 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 (cl IRC Section if Applicable id) Amount of Cash Grant lei 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 DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $400,000 00 NIA Cash NIA to support a donor-advised fund account DonorsTrust 109 North Henry Street Alexandria. VA 22314-2903 52-2166327 5o1(c)Q) $75,000 00 NIA Cash NIA to support the Student Free Press Association program DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501 $150,000 00 NIA Cash NIA to support the Class Action Fairnesigrogram DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 $150,000 00 NIA Cash NIA to support the Project on Fair Representation DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501 (CHE) $250,000 00 NIA Cash NIA to support a donor-advised tund account DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 $170,000 00 NIA Cash NIA to support the Student Free Press Association program Duke University PO Box 90204 Durham, NC 27708 56-0532129 501(gj1_3) $25,000 00 NIA Cash NIA for the establishment of a Post-Doctoral Fellowship at the Gerst Program East-West Ministries international 4450 Soioume Dnve, Suite 100 Addison, TX 75001 75-2486132 501(c)(9) $250 00 NIA Cash NIA to support Michelle Mullins in her Sp Break trip to India Education Action Group Foundation 801 W Norton, Ste 1 Muskegon, Mi 49441 26-0377115 501(c)(3) $44,000 00 NIA Cash NIA as a supplemental grant to support the Education Action Group Foundation Education Action Group Foundation 801 W Norton, Ste 1 Muskegon, Mi 49441 26-08771 15 501(c)(3) $10,000 00 NIA Cash NIA for transparency PTOJBCIS Ethan Allen Institute 4836 Kirby Mountain Road Concord. VT 05824-9505 22-3092292 $25,000 00 NIA Cash NIA for direct mail efforts Ethan Allen institute 4836 Kirby Mountain Road Concord, VT 05824-9505 22-3092292 501 (GPL3) $25,000 00 NIA Cash NIA for capacity building and to assist with costs of hiring a new CEO Schedule I (Form 990 or 990EZ) 2010 PAGE Donors Cagtal Fund, Inc. 54-1934032 l. Grants to Organizations and lndviduals in the U.S. Part II, Grants to Organlzations 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 I Government Applicable Assistance appraisal, Assistance Assistance other) Family Research Council 601 G Street, NW Washington. DC 20001-3729 52-1792772 501(c)(3) $150,000 00 NIA Cash NIA for general operations Federalist Society E 1015 18th Street, NW, Suite 425 Washington. DC 20036 36-3235550 501(c)(3) $977,942 00 NIA Cash 10% of 2009 expenses Feed Store P O Box 2142 Albzy, TX 76430 61-1517172 501(c)(3) $50,000 00 NIA Cash NIA for general operatlons 601 Walnut Street. Suite 510 . Philadelphia. PA 19106 04-3467254 501(i(3) $5,000 00 NIA Cash NIA tor general operations l 501 Walnut Street, gune 510 Philadelphia. PA 19106 043467254 501(c)(3) $350,000 00 Cash NIA for general operations First Freedoms Foundation. Inc 20975 Swenson Drive. Suite 125 aukesha. WI 53186 39-1962608 501(c)(3) $22,500 00 NIA Cash NIA for general operations Evangelical Revival First Presbytenan Church-Midland TX Ministries, Rwebisengo 800 W Texas Avenue in Midland. TX 79701 501(c)(9) $15,000 00 Cash NIA Uganda First Presbyterian Church-Midland TX 800 W Texas Avenue l Midland. TX 79701 501 (99) $2,100 00 NIA Cash NIA for general operations Flonda Family Resource Center, Inc 8662 Tansy Drive Orlando. FL 32819 20-2927044 501(cS) $5.000 00 MIA Cash NIA for Shoe Harvest Focus on the Family Colorado CO 80995 953188150 501(c)(3) $200 00 NIA Cash NIA for general operatlons Foundation Endowment 611 Cameron Street Alexandria. VA 22314 52-1257688 501(c)(3) $2,000 00 Cash for general operations Foundation for Economic Education 30 South Broadway lrvington-on-Hudson, NY 10533-2529 13-6006960 501(c)(3) $100,000 00 NIA Cash NIA for general operallons Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 544934032 12 l, 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 lb) (cl Section If Applicable Amount of Cash Grant tel Amount of Non-Cash Assistance Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance . Purpose of Grant _or Assistance Franklin Center 26-4066298 501(c)(3) $10,000 00 NIA Cash NIA for general operations Free To Choose Network, Inc. 2002 Filmore Avenue, Suite 1 Ene. PA 16506 52-1455677 5o1(g@) $45,500 00 NIA Cash NIA for Games Teachers Play Project Free To Choose Network, Inc 2002 Filmore Avenue, Suite 1 Ene. PA 16506 52-1455677 501(c)(3) $20,000 00 NIA Cash NIA for campus transparency_ Free To Choose Network, Inc 2002 Filmore Avenue, Suite 1 Erie, PA 16506 52-1455677 501 (CLQ) $379,546 00 Cash NIA for general operations Free To Choose Network, inc 2002 Filmore Avenue, Suite 1 Erie, PA 16506 5244155677 501(c)j) $35,000 00 NIA Cash NIA for Unstoppable Solar Cycles DVDs Freedom Foundation of MN 19 South First Street, B-1501 Minneapolis, MN 55401 36-4592698 501(c)(3) $65,000 00 NIA Cash NIA for the organization's investigatlve prgiect Freedom Foundation of MN 19 South First Street, B-1501 Minneapolis, MN 55401 36-4592698 $27,000 00 MIA Cash NIA for the organization's capacity- bullding projects Freedom Foundation of MN 19 South First Street. B-1501 Minneapolis, MN 55401 364592698 5011919) $15,000 00 NIA Cash NIA for the organization's |nvestIga_tive reporter prolect Freedom Foundation of MN 19 South First Street, B-1501 Minneapolis, MN 55401 36-4592698 501(c)(3) $15,000 00 NIA Cash NIA for dlrect mall efforts Freedom Foundation of MN 19 South First Street, B-1501 Minneaglls, MN 55401 36-4592698 501(El5) $15,000 00 NIA Cash NIA for the organization's transparency pecls Freedom Foundation PO Box 552 94-3136961 501(c)Q) $100,000 00 NIA Cash for the organization's transparency prgiects Olympia, WA 9350743522 Freedom Foundation PO Box 552 gympia, WA 98507-0522 94-3136961 $50,000 00 NIA Cash NIA for the organization's capacity- butldingprojects Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 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 (cl IRC Section if Applicable (61) 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 Freedom Foundation PO Box 552 Olympia, WA 98507-0522 94-3136961 $10,818 50 NIA Cash for the Constitutional Law Center project Freedom Foundation PO Box 552 Olympia, WA 98507-0522 94-31 36961 501(c)(3) $50,000 00 NIA Cash NIA for e-fundraislng and direct mail efforts Freedom Foundation PO Box 552 Olympia, WA 98507-0522 94-3136961 5014913) $50,000 00 NIA Cash NIA for the organization's communications Freedom Foundation PO Box 552 Olympia, WA 98507-0522 94-31 36961 501(c)(3) $25,000 00 NIA Cash NIA for the organization's transparency prgact Freedom Foundation PO Box 552 Olympia, WA 98507-0522 94-31 36961 501(9(3) $2,500 00 NIA Cash NIA for general operations Freedom Foundation PO Box 552 Olymga, WA 98507-0522 94-31 36961 501(c)(3) $25,000 00 NIA Cash NIA for the organization's capacity- bullding projects Freedom Foundation PO Box 552 Olymga, WA 98507-0522 94-3136961 $75,000 00 NIA Cash NIA for the organization's litigation center project Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 524526916 501 $1,000 00 Cash NIA for general operations Fnends of Israel Center for Social 8. Economic Progress 100 Front Street, Suite 945 West Conshohocken, PA 19428 13-3129249 $5,000 00 NIA Cash NIA for general operations Fnends of lsrael Center for Social 8. Economic Progress 100 Front Street, Suite 945 West Conshohocken, PA 19428 13-3129249 501()(3) $75,000 00 NIA Cash NIA for general operations Friends of the Dallas Public Library. Inc 1515 Young Street Dallas, TX 75201 75-2033106 501(c)(3) $20,000 00 NIA Cash NIA for the McDermott Center Friends of Warner Parks 50 Vaughn Road Nashville, TN 37221 62-1 333658 501(c)(3) $33,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 i, Grants to Organizations and lndviduals in the U.S Part II, Grants to Organizations and Governments in the U.S. la) lb) (6) id) (9) 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) Friends of Warner Parks 50 Vaughn Road 624333658 501 $33,000 00 NIA Cash NIA for general operations Nashville, TN 37221 Fund for American Studies 1706 New Hampshire Ave . NW. Ste 400 for general operations (112 1% 13-622 3604 $47,928 00 NIA Cash NIA expenses) Washington, DC 20009 George W Bush Presidential Center PO Box 56088? Dallas, TX 75356-9733 20-4119317 $10,000 00 NIA Cash NIA for general operations Georgetown University Forum for the establishment of a 3240 Prospect St NW, Third Floor Post-Doctoral Fellowship at 53-0196603 50jc)(3) $25,000 00 NIA Cash NIA The Tocqueville Forum Washington, DC 20007 Georgia Public Policy Foundation 6100 Lake Forrest Drive, Suite 110 ior me organization's 58-1943161 50i(c)(3L $46,500 00 NIA Cash NIA marketing efforts Atlanta, GA 30328-3835 Georgia Public Policy Foundation for the organization's direct 6100 Lake Forrest Drive. Suite 110 Atlanta, GA 30328-3835 58-1943161 501(c)(3i $60,000 00 NIA Cash NIA mall activities Georgia Public Policy Foundation for the organization's 6100 Lake Forrest Drive, Suite 110 Atlanta, GA 30328-3535 58-1943161 $20,000 00 Cash NIA transparency proiects GMU Foundation (School of Law) for School of Law faculty 3301 Fairfax Drive Arlington, VA 22201 54-1603842 50c)(3) $500,000 00 NIA Cash NIA improvement God's World Publications, Inc for the World Journalism six 3-month PO Box 23217 Federal Way, CA 98093 56-0538016 501(c)(3i $36,000 00 NIA Cash NIA internships Goldwater institute for the organizaton's 500 E Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3i $60,000 00 NIA Cash NIA investigative Reporter pgect Goldwater Institute for the organization's capacity- 500 E Coronado Road Phoenix, AZ 85004 B6-0597661 501ic)(3) $50,000 00 Cash NIA building pr_oiects Goldwater institute for the organization's litigation 500 E Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $100,000 00 NIA Cash NIA center prgLect Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 Ia) Name and Address of Organization or Government I, Grants to Organizations and Indviduals in the U S. EIN Part II, Grants to Oigiriizations and Governments in the U.S. (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 . (hl Purpose of Grant or Assistance Goldwater Institute 500 E Coronado Road F'hoenix.AZ 85004 86-059766 1 501 (cxg) $2.000 00 NIA Cash NIA Iorgeneral operations Goldwater Institute 500 E Coronado Road Phoenix. AZ 85004 86-0597661 501(c)(3) $250,000 00 NIA Cash NIA for the organization's litigation prgiect Goldwater Institute 500 E. Coronado Road Phoenix,AZ 85004 8643597661 501 $100,000.00 NIA Cash NIA for the organization's litigation project Good News World Outreach Church PO Box 895 Fort Worth, TX 76101 T5-2507591 501(c)() 310.000 00 NIA Cash NIA for WRNO Worldwide Radio Gotham Legal Foundation 244 Madison Ave #384 New York, NY 10016 20-4265382 5o1(c)(g) $150.000 00 NIA Cash NIA for the organization's transparency projects and Gotham Legal Foundation 244 Madison Ave #384 New York, NY 10016 20-4265382 501 (6)159 548.000 00 NIA Cash NIA for the organization's litigation project Grassroot Institute of Hawaii 1314 S King Street, #1163 Honolulu, HI 96814 99-0354937 $110,000 00 NIA Cash NIA for the organization's transparency _proie_cts Grassroot Institute of Hawaii 1314 S King Street, #1163 Honolulu, HI 96814 99-0354937 501(c)(3) 340.000 00 NIA Cash NIA to fund a development consultant and plant and ecgipment Grassroot Institute of Hawaii 1314 S. King Street, #1163 Honolulu, HI 96814 99-0354937 501(c)(3) $35.000 00 NIA Cash NIA for direct mail efforts Grassroot Institute of Hawaii 314 S King Street, #1163 Honolulu, HI 96814 99-0354937 501(c)(3) $40.000 00 NIA Cash NIA for the organlzatoin's transparency projects Greater Houston Community Foundation 4550 Post Oak Place, Suite 100 Houston. TX 77027 23-7160400 $100,000 00 NIA Cash NIA for the Robert Morris Fund Greenwich Land Trust 132 East Putnam Avenue. Suite D Cos Cob, CT 06807 06-0950851 501(c)(3) $2,000 00 NIA Cash NIA for general cmerations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 l. 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) th) 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) Greenwich Land Trust 132 East Putnam Avenue. Suite D Cos Cob. CT 06807 06-0950851 5019(3) $4.000 00 NIA Cash NIA for general operations Heartland Institute 19 South Lasalle Street. Sutte 903 Chicago. IL 60603-4111 36-3309812 501(c)(3) $14.150 00 NIA Cash NIA for the organizations lndia Meeting Project Heartland Institute 19 South Lasalle Street. Suite 903 Chicago. IL 60603-4111 36-3309812 501(c)(3) $1 ,650.000 00 NIA Cash NIA for general operations He|pMeSee O Box 96255 Washington. DC 20090-6255 13-3661416 501(c)(3) $5.000 00 NIA Cash NIA for general orations 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 effort Heritage Foundation 214 Massachusetts Avenue. NE Washington. DC 20002-4999 23-7327730 $3.000 00 NIA Cash NIA forjeneral opgrations High Impact Lite 3821 University Dallas. TX 75205 $14,000 00 NIA Cash NIA for Book proigct Highland Park Presbyterian Church for the Elliott Scholarship 21 University Blvd. Dallas. TX 75205-1781 501(c)(3L 52.000 00 Cash NIA Fund Hillsdale College 33 East College Hillsdale. Ml 49242 38-1374230 501(c)(3L 55.000 00 NIA Cash NIA for general operations Hoopla Texas. Inc for the annual Hoopla event Young Life and O Box 50820 Midland. TX 79710 75-2794017 501)(3) $1.000 D0 NIA Cash NIA Teen F L O W of Midland Hudson Institute 1015 15th Street. NW. Sixth Floor Washington. DC 20005 Human Rights Foundation Attn Sarah Wasserman 350 East 5th Avenue. Suite 4515 New York. NY 10118 13-1945157 550.000 00 NIA Cash for general gfrations 20-2659700 $250,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors CgLtal Fund, Inc. 54-1934032 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 ihl Purpose of Grantor Assistance Idaho Freedom Foundation PO Box 2801 Boise, ID 83701 26-3783048 501(c)(3) 310.000 00 NIA Cash NIA for the organization's investigative reporter project Idaho Freedom Foundation PO Box 2801 Boise, ID 63701 26-3783048 501(c)(3) 545.000 00 NIA Cash NIA for the organization's investtgative reporter pro Idaho Freedom Foundation PO Box 2301 Boise, ID 83701 26-3783048 501(c)(3) $15,000 00 NIA Cash NIA for the organization's direct mail efforts for 2009 Idaho Freedom Foundation PO Box 2601 Boise, ID 83701 2643783048 501(c)(3) $90,000 00 NIA Cash NIA for plant and equipment Idaho Freedom Foundation PO Box 2801 Boise. ID 83701 26-3783048 501(c)(3) $350000 00 NIA Cash NIA for direct mail efforts Idaho Freedom Foundation PO Box 2801 Boise, ID 83701 26-37 83046 501(c)(3) $15,000 00 NIA Cash NIA for news bureau project Idaho Freedom Foundation PO Box 2801 Boise, ID 33701 26-3783048 501(c)(3) $10.000 00 NIA Cash NIA for the organization's transparency projects Illinois Policy Institute 190 South Lasalle St Ste 1630 Chicago, IL 60603 41-2057028 501(c)(3) $70,000 00 NIA Cash NIA for the organization's transparency projects Illinois Policy Institute 190 South LaSa|le St Ste 1630 Chicago, IL 60603 41-2057028 501(c)(3) $57,000 00 NIA Cash NIA to fund a Director of Operations Illinois Policy Institute 190 South LaSaI|e St . Ste 1630 Chicago, IL 60603 41-2057028 501(c)(3) $30,000 00 NIA Cash NIA for the organization's direct mail efforts Illinois Policy Institute 190 South LaSa||e St . Ste 1630 Chicago. IL 60603 41-2057028 501(c)(3) $10,000 00 NIA Cash NIA for capacity building Illinois Policy Institute 190 South St Ste 1630 Chicago, IL 60603 41-2057028 501(c)(3) $40,000 00 NIA Cash NIA for the organization's Schedule I (Form 990 or 990-EZ) 2010 I7 PAGE Donors Capital Fund, Inc 54-1934032 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 03) EIN (C) IRC Section if Applicable Id) Amount of Cash Grant Ie) Amount of Non-Cash Assistance If) Method of Valuation (book, FMV, appraisal. other) (9) Description of Non-Cash Assistance . Purpose of Grantpr Assistance Illinois Policy Institute 190 South LaSaIle St.. Ste 1630 Chicago, IL 60603 41-2057028 501(c)(3) $15,000 00 NIA Cash NIA for direct mail efforts Illinois Taxpayer Education Foundation 407 S Dearbom, Suite 1170 Chicago, IL 60605 36-395 5081 9525.000 00 NIA Cash NIA for the organization's Free and Equal Elections Project Illinois Taxpayer Education Foundation 407 S Dearborn, Suite 1170 Chicago, IL 60605 36-395 5081 501(c)(3) $25,000 00 NIA Cash NIA for the Free and Equal Electlons project 18 Independence Institute 13952 Denver West Parkway. Suite 400 Golden, CO 80401-3134 84-0990300 501(c)(3) 535.000 00 NIA Cash NIA for the Investigative Reporter roject Independence Institute 13952 Denver West Parkway. Suite 400 Golden, CO 80401-3134 84-0990300 501 $125,000 00 NIA Cash NIA for the News Bureau project Independence Institute 13952 Denver West Parkway, Suite 400 Golden, CO 80401-3134 84-0990300 50m=l(3) $50,000 00 NIA Cash NIA for the organ|zation's transparency prgjecls Independence Institute 13952 Denver West Parkway. Suite 400 Golden, CO 80401-3134 84-0990300 501 031(3) $45,000 00 NIA Cash NIA for direct mall efforts Independence Institute 13952 Denver West Parkway. Suite 400 Golden, CO 30401-3134 B4-0990300 50141013) $35,000 00 NM Cash NIA for the organization's transparency projects Institute for Humane Studies 3301 North Fairfax Drive, Suite 440 Arlington, VA 22201-4432 94-1623852 $318,252 00 NIA Cash NIA for general operations Institute for Humane Studies 3301 North Fairfax Drive, Suite 440 Arliggton, VA 22201-4432 94-1623852 501(c)(3) $25,000 00 NIA Cash NIA for general operations Institute for Justice 901 N Glebe Road, Suite 900 Arlington, VA 22203 52-1744337 501(c)(3) $15,000 00 NIA Cash NIA for general operations Institute for Justice 901 N Glebe Road, Suite 900 Arlington, VA 22203 52-1744337 $100,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund. Inc. 54-1934032 19 I, Grants to Organizations and lndviduals in the U S rt ll. Grants to Organizations 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 pr Government Applicable Assistance appraisal. Assistance Assistance other) Institute for Justice 901 N Glebe Road. Suite 900 for the campaign to Revitalize VA 22203 52-1744337 501(c)(3) $5.000 00 NIA Cash NIA the Constitution Institute for Justice 901 N Glebe Road. Suite 900 Arlington, VA 22203 52-1744337 501(c)(3) 52.500 00 NIA Cash NIA for general operations Institute for Justice 901 N. Glebe Road. Suite 900 Arlington. VA 22203 524744337 501 $10,000 00 NIA Cash NIA for general operations Institute for Policy Innovation for the organization's 10th 1660 5 Stemmons Freeway. Suite 245 Amendment transparency Lewisville. TX 75067 75-2158093 501(c)(3) $125,000 00 NIA Cash NIA project Institute for Policy Innovation 1660 S Stemmons Freeway. Suite 245 for the organization's Tenth Lewisville. TX 75067 75-2153093 501(c)(3) $15,000 00 NIA Cash NIA Amendment Coalition pro ect Institute on Religion 8. Democracy for the organization's 1023 15th Street. NW Ste. 601 quadrennial Methodist Washington. DC 20005 52-1265221 501(c)(3) 5200.000 00 NIA Cash NIA convention Intellectual Takeout PO Box 1097 for the organization's capacity- independence. MO 64051-0597 26-4057885 501(c)(3) $90,000 00 NIA Cash NIA International Policy Network US. Inc 214 Massachusetts Avenue. NE Washington. DC 20002 52-2363626 501(c)(3) $185,000 00 NIA Cash NIA for "Climate Charge" project International Policy Network US. Inc 14 Massachusetts Avenue. NE for ''Ideas for a free society" Washington. DC 20002 522363626 501(c)(3) $251,350 00 NIA Cash CD proiect James Madison Institute for Public Policy PO Box 37460 to hire an Investigative Tallahassee. FL 32315-7460 59-2311903 501(c)(3) $99,000 00 NIA Cash NIA reporter James Madison Institute for Public Policy PO Box 37460 for the organization's capacity- Tallahassee. FL 32315-7460 59-2811908 501(c)(3) $43,000 00 NIA Cash NIA building projects James Madison Institute for Public Policy PO Box 37460 for the organization's capacity- allahassee. FL 32315-7460 59-2311903 501(c)(3) $10,000 on NIA Cash NIA projects Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 544934032 29 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 Amount of Cash Grant tel Amount of Non-Cash Assistance (0 Method of Valuation (book, F MV, appraisal, other) (9) Description of Non-Cash Assistance - (I1) Purpose of Grant pr Assistance James Madison Institute for Public Policy PO Box 37460 Tallahassee, FL 32315-7460 59-2811908 501(c)(3) $30,000 00 NIA Cash NIA for direct mail efforts Jerusalem Institute for Market Studies 9728 S Crescent \ew Dnve Boynton Beach, FL 33437 20-0105601 501(c)(3) $50,000 00 NIA Cash NIA lor general operations Jerusalem Institute for Market Studies 9728 S. Crescent View Drive Boynton Beach. FL 33437 20-0105601 501(c)(3)_ $2,000 00 NIA Cash NJA for general operatlons John Locke Foundation 200 West Morgan Street, Suite 200 Raleigh, NC 27601 56-1 656943 501(c)(3) $50,000 00 NIA Cash NIA tor the News Bureau protect John Locke Foundation 200 West Morgan Street. Suite 200 Ralelgh, NC 27601 561656943 501(c)(3) $25,000 00 NIA Cash NIA for the organizatlon's capacity- bullding_pro]ects John Locke Foundation 200 West Morgan Street. Suite 200 Raleigh, NC 27601 56-1656943 501(c)(3) $25,000 00 MIA Cash NIA for the News Bureau project John W Pope Civitas Institute 100 S. Harrington Street Raleigh, NC 27603 20-2454741 501 (CIQL $9.120 00 NIA Cash NIA for the organization's transparency [ijects Josiah Bartlett Center for Public Policy PO Box 397 Concord, NH 03302-0397 22-3235650 501(c)(3) $55,000 00 NIA Cash NIA for the organization's transparency pgjects Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501 (c)(3L $3,600 00 NIA Cash NIA for marketlng software and microevents Josiah Bartlett Center for Public Policy PO Box 897 Concord, NH 03302-0897 22-3235650 501(c)(3) 330.000 00 NIA Cash NIA for direct mall efforts Kanakuk 1353 Lakeshore Drive Branson. MO 65616 43-1815310 501(c)(3)_ $3,000 00 NIA Cash NIA for Kanakuk Institute tuition scholarship Kanakuk Ministries 1353 Lakeshore Drive Branson. MO 65516 43-1815310 5oi(c)(L $15,000 00 NM Cash NIA for K-Kauai Fitness Equlpment Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 544934032 21 I, Grants to Organizations and lndviduals in the U.S. Part II, Grants to Organizations and Governments in the U.lh) 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) Kansas Policy Institute 250 N Water St #216 for the organization's Wichita. Ks 67202-1215 234047021 501 $75,000 00 NJA Cash NIA "transparency project Kansas Policy Institute 250 N Water St #216 for the Investigative Reporter Wichita. Ks 57202-1215 23-7047321 5013(3) $37,500 00 NIA Cash NIA poject Kansas Policy Institute 250 N Water St., #216 for the organization's Mchita, KS 67202-1215 23-7047821 $15,000 00 NIA Cash NIA Kansas Policy Institute 250 N Water St ,#216 Wichita, KS 67202-1215 23-7047821 501 $110,000 00 NIA Cash NIA for the News Bureau project Kansas Policy Institute 250 N Water St #216 for the organlzatlon's capacity- Wichita. KS 67202-1215 23-7047821 501(c)(3) $45,000 00 NIA Cash NIA building priiects Kansas Policy Institute 250 N Water St . #216 Wichita. KS 67202-1215 23-7047821 501(c)(3) $30,000 00 NIA Cash NIA for direct mail efforts Kansas Policy Institute 250 N Water St #216 Wichita. KS 67202-1215 23-7047821 5g(c)(3) $10,000 00 NIA Cash NIA for the News Bureau projgt Kansas Policy Institute 250 N Water St., #216 for the organization's Wichita. KS 67202-1215 23-7047821 501(c)(3) $12,500 00 Cash NIA transparency project Kansas Policy Institute 250 N Water St #216 for the organization's capacity- Wichita. KS 67202-1215 23-7047321 501(c)(3)_ $5,000 00 NIA Cash pggcis Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 5t1(c)(3) $15,000 00 NIA Cash NIA for general_operetions Lee-Fendall House Museum 4 Oronoco Street Alexandna, VA 22314 546076244 501(c)(3) $5,000 00 NIA Cash NIA for neral gperations Lincoln Institute of Public Opinion Research 4807 Jonestown Rd . Ste 242 Harrisburg. PA 17109 25-1704705 501(c)(3)_ $15,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, inc 54-1934032 I, Grants to Organizations and lndviduals in the U.S. Part ll, Grants to Organizations and Governments in the U.S. (bi (6) id) Name and Address of EIN IRC Amount of Organization or Section if Cash Grant Government Applicable le) Amount of Non-Cash Assistance if) Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance - Purpose of Grant .or Assistance 22 Lucy Burns institute 301 S Bedford Street, Suite 6 Madison, WI 53703-9691 $75,000 00 2oeo3s372 soiiciigi NIA Cash NIA for the organization's 'transJ;arency project Maclver Institute 44 East Mifin Street, Suite 201 Madison. WI 53703 $80,000 00 501 (c)(31 NIA Cash NIA for the organization's tranarency project Maolver Institute 44 East Mifflin Street, Suite 201 Madison, WI 53703 $27,000 00 501(c)(3) NIA Cash NIA for stafiing needs Maclver Institute 44 East Mifin Street, Suite 201 Madison, WI 53703 $10,000 00 501(c)@ NIA Cash NIA for the investigative Reporter projgtt Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland. MI 48640-0568 38-2701547 501(c)(3) $150,000 00 NIA Cash NIA for the organization's transparency_pro]ect Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland, MI 48640-0568 $100,000 00 33-2701547 soimm NIA Cash NIA for the organization's litigation project Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland, MI 48640-0568 $34,000 00 38-2701547 501(c)(31 NIA Cash NIA for the News Bureau project Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland, MI 48640-0568 $77,000 00 38-2701547 501(c)(3) Cash NIA for various organization's programs Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland, MI 48640-0568 $40,000 00 as-2701547 NIA Cash NIA for the organization's direct mall activities Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland. MI 48640-0568 $20,000 00 3a27o1547 5o1(c)g1 NIA Cash NIA for the organization's capacity- building projects Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland, MI 48640-0568 $35,000 00 38-2701547 501(c)(3) NIA Cash NIA for the organization's transparency projects Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland, MI 48640-0568 38-2701547 501(c)(3) $150,000 00 NIA Cash NIA for the litigation proiect Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 544934032 23 I, Grants to Organizations and lndviduals Part II, Grants to Organizations and Governments Name and Address of Organization or Government lb) EIN (C) 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 . Purpose of Grant or Assistance Mackinac Center for Public Policy 140 West Main Street, PO Box 568 Midland. MI 48640-0568 38-2701547 5oi(g)(3) $15,000 00 NIA Cash NIA for the organization's investigative reporter Maine Hentage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 501(c)(3) $80,000 00 NIA Cash NIA for the organization's investigative reporter project Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 2-3838250 5oi(g(3) $80,000 00 NIA Cash NIA for the organization's capacity- projects Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 2-3388250 50I(j)(3) $50,000 00 NIA Cash NIA for direct mail efforts Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 501 $15,000 00 NIA Cash NIA for the organization's transparency_gojects Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 2-3888250 5019(3) $68,281 00 NIA Cash NIA for project Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 3-2912529 501 $90,000 00 NIA Cash NIA for the Empire Center for New York State Policy organization's transparency projects Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 3-2912529 501 $25,000 00 NM Cash NIA for the organization's direct mail efforts for the Empire Center Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 1 3-291 2529 501(c)(3) $15,000 00 NIA Cash NIA fggeneral operations Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 1 3-291 2529 501(g)(3)_ $20,000 00 NIA Cash NIA for the benet of the Empire Center's transparency pgect Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 2-2199055 501 9(3) $65,000 00 NIA Cash NIA for the organization's investigative reporter Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 $31,000 00 NIA Cash NIA to fund salary, training, and benets for the organization's new development staffer Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 l, Grants to Organizations and lndviduals in the U S. Part II, Grants to Organizations and Governments in the U.S. ta) Name and Address of Organization or Government (bl EIN lc) IRC Section if Applicable Amount of Cash Grant tel Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assistance lh) Purpose of Grant or Assistance Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 50112113) $30,000 00 NIA Cash NIA for direct mail efforts Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 503913) $15,000 00 MA Cash NIA for the organization's Investigative reporter project Maryland Public Policy Institute PO Box 195 Germantown, MD 20375-0195 52-2199055 501 5913) $15,000 00 MFA Cash NIA for the organization's transgrency project Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $5,000 00 Cash NIA for the organization's capacity- building prolects MarylandReporter com, Inc. 6392 Shadowshape Place Columbia, MD 21045-4527 27-0053887 5015953) $10,000 00 NIA Cash NIA for the organlzation's news bureau project Mastermedia 330 North Sixth Street Suite 110 Redlands, CA 92374-3312 33-01 04 548 501E113) $200 00 NIA Cash NIA for 01038 Ministry Partner Media Research Center 325 8 Patrick Street Alexandria, VA 22314 544429009 501 $10,000 00 NIA Cash NIA for general operations Media Research Center 325 S Patrick Street Alexandria, VA 22314 5444429009 501 (gs) 55.000 00 NIA Cash NIA for general operations Media Research Center 325 S Patrick Street Alexandria, VA 22314 54-1429009 soiggs) $300,000 00 NM Cash for general operatlons Mercatus Center, GMU 3301 North Fairfax Drive Arlington, VA 22201-4433 54-1436224 501(c)(3) $7.500 00 NIA Cash NIA for the organlzation's "transparency website Mercatus Center, GMU 3301 North Fairfax Drive Arlington. VA 22201-4433 544436224 50@3) $120,000 00 MA Cash NIA for the organization's Mercatus Center, GMU 3301 North Fairfax Drive Arlington, VA 22201-4433 54-1436224 501jQ(3) $15,000 00 NIA Cash NIA for the organization's transparency projects Schedule 1 (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 25 l, Grants to Organizations and lndviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. la) (C) tel (fl (9) (hl 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 Noith Fairfax Dnve for F A Harper Chair of Arlington, VA 22201-4433 54-1436224 501(c1() $100,000 00 NIA Cash NIA Economics Mercatus Center, GMU 3301 Noith Fairfax Drive Arlington, VA 22201-4433 54-1436224 $1.000 00 NIA Cash NIA for general operations ddle East Forum 1500 Walnut Street, Ste 1050 Philadelphia. PA 19102 23-T749796 $250,000 00 NIA Cash NIA for general operations Middle East Forum for the organization's 1500 Walnut Street, Ste 1050 Investigative Project on Philadelphia. PA 19102 23-7749796 $480,000 00 NIA Cash NIA Terrorism Middle East Forum 1500 Walnut Street, Ste 1050 for general operations of the Philadelphia, PA 19102 23-7749796 501(c)(3) $250,000 00 NIA Cash NIA 1st quarter East Forum 1500 Walnut Street, Ste 1050 for general operations of the Philadelphia, PA 19102 2351749796 501 (Q9) $250,000 00 NIA Cash NIA second quarter Middle East Forum 1500 Walnut Street, Ste 1050 for general operations of the Philadelphia, PA 19102 23-7749796 501(1@) $250,000 00 NIA Cash NIA fourth (garter of 2010 Middle East Forum 1500 Walnut Street, Ste 1050 Philadelphia, PA 19102 23-7749796 501(gm3) $250,000 00 NIA Cash NIA for general operations Midland - Odessa 8; Chorale Po Box 60658 for Bronze Level sponsorship Midland, TX 79711 751301544 501(c)(3) $2,500 00 NIA Cash mm of Concert dland Young Life Building Foundation 925 W Wadley Midland, TX 79705 75-2828138 501(c1(_3) $1 .000 00 NIA Cash NIA for a new carr Midland Young Life Building Foundation 925 W Wadley Midland, TX 79705 75-2828138 $5.000 00 NIA Cash NIA for general operations Mississippi Center for Public Policy 520 George Street for the organization's Jackson, MS 39202 64-0797905 501c)3) $50,000 00 NIA Cash NIA transrancy prgjects Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors C_apital Fund. Inc. 54-1934032 I, Grants to Organizations and lndviduals in the US. Part II, Grants to Organizations and Governments in the U.S. 13) Name and Address of Organization or Government (bl EIN (Cl IRC Section if Applicable 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 26 Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $25,000 00 NIA Cash NIA for the organlzation's 2009 transparencLp_rojects Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 5039(3) $20,300 00 NIA Cash NIA for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $2,000 00 NIA Cash NIA for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(9(3) $55,000 00 NIA Cash NIA for direct mall efforts Montana Policy Institute 1627 W Main Street, #354 Bozeman, MT 59715 20-2591461 5011913) $24,000 00 NIA Cash NIA for the organization's investigative gpoiter project Montana Policy Institute 1627 W Main Street, #354 Bozeman, MT 59715 20-2591461 501(c)(3) $125,000 00 NIA Cash NIA for the news bureau Montana Policy Institute 1627 W Main Street, #354 Bozeman. MT 59715 20-2591461 50@(3) $30,000 00 NIA Cash NIA for the organization's transparency projects Montana Policy Institute 1627 W Main Street, #354 Bozeman, MT 59715 20-2591461 501(3) $41,000 00 NIA Cash NIA for general ggratlons Montana Policy Institute 1627 W Main Street, #354 Bozeman, MT 59715 20-2591 461 501(c)(3) $25,000 00 NIA Cash NIA for the organization's transparency_efforts Montana Policy Institute 1627 W Main Street, #354 Bozeman, MT 59715 20-2591461 501 $50,000 00 NIA Cash NIA for direct mall efforts Montana Policy Institute 1627 W Main Street, #354 Bozeman, MT 59715 20-2 59 1 461 501(c)(3) $35,000 00 NIA Cash NIA for hlring an administrative staff member in order to build capacmi Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-07 36725 501(c)(3) $1,000 00 NIA Cash NIA for general ogarations Schedule I (Form 990 or 990-EZ) 2C PAGE Donors Capital Fund. Inc 54-1934032 I, Grants to Organizations and lndviduals in the U.S. Part II, Grants to Organizations and Governments in the U.lh) 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) Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-0736725 501(c)(3) $2,000 00 NIA Cash NIA for general tmarattons Moving Picture Institute 375 Greenwich Street New York, NY 10013 203237801 501(c)j3) $25,000 00 NIA Cash NIA for general operations Moving Picture institute 375 Greenwich Street New York, NY 10013 20-3237801 501(c)(3) $1,000 00 NIA Cash NIA for general operations Museum of the Confederacy 1201 East Clay Street Richmond, VA 23219-1615 54-0699599 501(gg3) $10,000 00 NIA Cash NIA for general operations National Center tor Policy Analysis 12770 Coll Road. Suite 500 for the organization's Front Dallas, TX 75251-1339 754004932 501 $53,000 00 NIA Cash NIA Lines Project National Center for Policy Analysis 12770 Coit Road, Suite 300 Dallas, TX 75251-1339 75-1804932 501(c1(3) $10,000 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 5o1(g(3) $2,000 00 NIA Cash NIA for general ogerations National Legal 8. Policy Center 107 Park Washington Court Falls Church. VA 22046 52-1750188 501(c[(3) $7,500 00 NIA Cash NIA for general gperations National Legal 8. Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750138 501(c)(3) $2,000 00 NIA Cash NIA for general oierattons National Right to Work Foundation 8001 Braddock Road. Ste 500 Springfield, VA 22151-2125 59-1588825 501(c)(3) $50,000 00 NIA Cash NIA for general erations National Right to Work Foundation 8001 Braddock Road, Ste 500 Springeld, VA 22151-2125 59-1588825 501(c)(3) $30,000 00 NIA Cash NIA for general operattons National Taxpayers Union Foundation 108 North Alfred Street Alexandria, VA 22314-3032 52-1122883 501(c)(3) $10,000 00 NIA Cash NIA for CO2 Regulation project Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 23 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) Iel 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 Grantor Government Applicable Assistance appraisal, Assistance Assistance other) Nevada Policy Research Institute 3155 E Patnck Lane, Suite 10 for the organization's Las Vegas, NV 89120 00-0276314 501(c)(3) $145,000 00 NIA Cash Nevada Policy Research Institute 3155 E Patrick Lane, Suite 10 for the organlzalion's 2009 Las Vegas, NV 89120 88-0276314 $3,550 00 NIA Cash NIA transparency_pro]ects Nevada Policy Research Institute 3155 E Patrick Lane, Suite 10 for the organization's 2009 Las Vegas, NV 89120 68-0276314 soggrs) $9,855 00 NIA Cash NIA projects Nevada Policy Research Institute for the organization's 3155 E. Patrick Lane, Suite 10 development director and Las Vegas. NV 89120 88-0276314 $50,000 00 NIA Cash NIA development actlvities Nevada Policy Research Institute 3155 E Patrick Lane. Suite 10 for the organization's Las Vegas, NV 89120 88-0276314 501(c)(3) $10,000 00 NIA Cash NIA transparency project Nevada Policy Research Institute 3155 E Patrick Lane, Suite 10 for the organ|zatlon's capacity- Las Vegas, NV 89120 88-0276314 501(c)(3) $10,000 00 Cash NIA prolects Nevada Policy Research Institute 3155 E Patrick Lane, Suite 10 Las Vegas, NV 89120 BB-0276314 50)(3) $25,000 00 NIA Cash NIA for direct mall efforts NFIB Legal Foundation 1201 F Street NW, Suite 200 Washington, DC 20004 62-1570449 501)(3) $6,000 00 NIA Cash NIA lor_general operations North Dakota Policy Council 0 Box 3007 for the organlzation's capacity- Bismarck. ND 58502 20-8862751 501(c)(3) $43,000 00 NIA Cash building prolects North Dakota Policy Council PO Box 3007 Bismarck, ND 58502 20-8862761 501jQ(3) $30,000 00 NIA Cash NIA for direct mail efforts Ocean State Policy Research Institute to cover one year's salary PO Box 2401 andlor benets for a new Providence, RI 02906 26-0731822 501(c)(3) $75,000 00 NIA Cash NIA executive director Ocean State Policy Research Institute PO Box 2401 Providence, RI 02906 26-0731322 5019(3) $20,000 00 NIA Cash NIA for direct mail Schedule (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund. Inc. 541934032 29 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 (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 - lh) Purpose of Grant.or Assistance Ocean State Policy Research Institute PO Box 2401 Providence. RI 02906 26-0731822 501(c)(3) $40.000 00 NIA Cash NIA for staff salary dedicated to transparency work and for the maintenance of transparency websites Ocean State Policy Research Institute PO Box 2401 Providence. RI 02906 26-073 1822 501(c)(3) $135.000 00 Cash NIA for general operations Ocean State Policy Research Institute PO Box 2401 Providence, RI 02906 26-0731822 501 510.000 00 NIA Cash NIA for the organization's transparency projects Oklahoma Council of Public Affairs 1401 North Lincoln Oklahoma City. OK 73104-2801 73-1436375 501(c)(i $23,335 00 NIA Cash NIA for the organization's capacity- building projects Oklahoma Council of Public Affairs 1401 North Lincoln Oklahoma City, OK 73104-2801 73-1 436375 501(c)(3) $40,000 00 NIA Cash NIA for direct mail efforts Oklahoma Council of Public Affairs 1401 North Lincoln Oklahoma City. OK 73104-2801 73- 1436375 501(c)(3) $15,000 00 NIA Cash NIA for the organization's news bureau pgiiect One Nation Under God Foundation 414 N Orleans Plaza. Suite 312 Chicago. IL 60610 35-2176192 501(c)(3)_ 565.000 00 NM Cash NIA for the registration project Open Doors with Brother Andrew. Inc 2953 S Pullman Street Santa Ana. CA 92705-5840 23-7275342 501(c)(3) $3.254 00 NIA Cash NIA for Open Doors and Safe Houses. emergency packs. training for two pastors. rinting in Muslim countries Open Government Institute of Califomia 5917 E Drive Orange. CA 92867 264167200 501(c)(3) $10,000 00 NIA Cash NIA for transparency protects Pacific Legal Foundation 3900 Lennane Drive. Suite 200 Sacramento. CA 95834 94-2197343 52.000 00 NJA Cash NIA tor general operations Pacific Legal Foundation 3900 Lennane Drive. Suite 200 Sacramento. CA 95834 94-2197343 501(c)(3) $5.000 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) $100.000 00 NIA Cash NIA for the Investigative Reporter groject Schedule I (Form 990 or 990-E2) 2010 PAGE Donors Capital Fund, Inc. 544934032 30 I, Grants to Organizations and lndviduais in the U.S. Part II, Grants to Organizations and Governments in the U.S. (bi (C) (6) if) (9) ih) 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) Pacic Research institute for Public Policy One Embarcadero Center, Suite 350 for the organization's direct San Francisco. CA 94111 94-2528433 501(c)Q) $10,000 00 NIA Cash NIA mail efforts Pacic Research Institute for Public Policy One Embarcadero Center, Suite 350 San Francisco, CA 94111 942528433 50i(c)() $5,000 00 NIA Cash NIA for general operations Partners Relief and Development PO Box 2066 Redlands, CA 92373 2245786806 501(c)() $10,000 00 NIA Cash NIA for general operations Pelican Institute for Public Policy 400 Poydras Street, 30th FL for the organization's capacity- New Orleans, LA 70130 264704791 501(c)(3) $45,000 00 NIA Cash NIA Pelican Institute for Public Policy 400 Poydras Street, 30th FL New Orleans, LA 70130 26-1704791 501(c)(3) $25,000 00 NIA Cash NIA for a development director Pelican Institute for Public Policy 400 Poydras Street. 30th FL for a new investigative New Orleans, LA 70130 26-1704791 501(c)(3) $44,600 00 NIA Cash NIA reporter Pelican Institute for Public Policy 400 Poydras Street, 30th FL New Orleans, LA 70130 264704791 501(c)(3) $50,000 00 NIA Cash NIA for direct mail efforts Pelican institute for Public Policy 400 Poydras Street. 30th FL New Orleans, LA 70130 264704791 501 $25,000 00 NIA Cash NIA for trensparency_proiects Pelican institute for Public Policy 400 Poydras Street, 30th FL for investigative reporter New Orleans, LA 70130 264704791 501(c1@) $10,000 00 NIA Cash NIA projects Pelican Institute for Public Policy 400 Poydras Street, 30th FL New Orleans, LA 70130 26-1704791 501(c)(3) $10,000 00 NIA Cash NIA for capacity-building projects Philanthropy Roundtable 1730 M Street NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $200,000 00 NIA Cash NIA for Jo Kwong's work Philanthropy Roundtable 1730 M Street NW Suite 601 for general operations, 1% of Washington, Dc 20036 13-2943020 501(c)(3) $43,400 00 NIA Cash NIA 2009 expenses Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund. Inc 54-1934032 I. Grants to Organizations and Indviduals in the U 8. Part II. Grants to Organizations and Governments in the U.S. ta) Name and Address of Organization or Government (D) EIN (cl IRC Section if Applicable Id) Amount of Cash Grant (9) Amount of Non-Cash Assistance lf) Method of Valuation (book, FMV. appraisal. other) (9) Description of Non-Cash Assistance - Purpose of Grant or Assistance 31 Pioneer Institute for Public Policy Research 55 Devonshire Street. 8th Floor Boston. MA 02109-3501 22-2632081 501(c)(3) $59.500 00 NIA Cash NIA for the organization's Investigative reporter project Pioneer Institute for Public Policy Research 85 Devonshire Street. 8th Floor Boston. MA 02109-3501 222632081 501(c)(3L 330.000 00 NM Cash NIA for the organization's capacity- building projects Pioneer for Public Policy Research 85 Devonshire Street. 8th Floor Boston. MA 02109-3501 22-2632081 501(c)(3) $5.000 00 NIA Cash NIA for capacity-building projects Pioneer Institute for Public Policy Research 85 Devonshire Street. 8th Floor Boston. MA 02109-3501 22-2632081 501(c)(3L $50.000 00 NIA Cash NIA for direct mall efforts Platte Institute for Economic Research 10050 Regency Circle. Suite 120 Omaha. NE 68114 208809060 501(c)(3) $36.-100 00 NIA Cash NIA for cepagty-buiIdipg_pro3ects Platte Institute for Economic Research 10050 Regency Circle. suite 120 Omaha. NE 68114 20-8809060 5o1ic)@L $80,000 00 NIA Cash NIA for the organization's transparency projects Platte Institute for Economic Research 10050 Regency Circle. Suite 120 Omaha. NE 68114 2043809060 501(c)(3) $15,000 00 NIA Cash NIA for the organization's transparency projects Platte Institute for Economic Research 10050 Regency Circle. Suite 120 Omaha. NE 65114 20-8809060 501(c)@ $25.000 00 NIA Cash NIA for direct mail efforts Polwarth Ministries 3512 Sturgis Lane Waco. TX 76708 5 I -0558527 501(c)(3) $3.000 00 NIA Cash NIA for general operations Prometheus Institute 82 Clouds View Irvine. CA 92603 2043558542 501(c)(L 00 NIA Cash NIA for the organization's capacity- building projects Public Interest Institute 600 North Jackson Street Mount Pleasant. IA 52641 42-1 3471 92 501 (c)(3L $13.000 00 NIA Cash NIA to fund a marketing consultant and staff retreat Public Service Research Foundation 320-D Maple Avenue East Vienna. VA 22180 53-1442675 501(c)(3) $3.000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, inc. 544934032 32 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) EIN (Cl IRC Section if Applicable (dl 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 Reason Foundation 3415 South Sepulveda Boulevard. Ste 400 Los Angeles, CA 90034-6014 95-3293239 501@l(3) $67,124 00 NIA Cash NIA for general operations and 1% expenses of FY 2008 Reconciliation Outreach Ministries 4311 Bryan Street Dallas, TX 75204 59-1 346283 $100,000 00 NIA Cash NIA for general operations Rhodes College Department of Political Science 2000 N Parkway Menmhis. TN 38112 62-0476301 $25,000 00 NIA Cash NIA to establish a Post Doctoral Fellowship at the Project for the Study of Liberal Democracy Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 850468446 501(c)(3) $60,000 00 NIA Cash NIA for the organization's investigative reigrter project Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 B5-0468446 $105,000 00 NIA Cash NIA for the News Bureau protect Rio Grande Foundation PO Box 40336 Albug_uerque, NM 87196 B5046B446 $80,000 00 NIA Cash NIA for the organization's transparency mnjects Rio Grande Foundation PO Box 40336 Albtgierque, NM 37196 85-0468446 $32,000 00 NIA Cash NIA for the organization's capacity- buildingprojects Rio Grande Foundation PO Box 40336 Albugyerque, NM 87196 85-0468446 501(c)(3) $10,000 00 NIA Cash NIA for the organization's investigative reporter pject Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 $10,000 00 NIA Cash NIA for the organization's transparency projects Russell Home for Atypical Children 510 Holden Avenue Orlando, FL 32339 59-1051408 $10,000 00 NIA Cash NIA for general operattons Russell Home for Atypical Children 510 Holden Avenue Orlando, FL 32839 59- 1 05 1408 59)(3) $40,000 00 NIA Cash NIA for general operations Russian-American Christian University PO Box 2007 Wheaten, MD 20915-2007 52-1 93 0394 $300,000 00 NIA Cash NIA for the Capital Campaign Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 33 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 lb) (cl IRC Section if Applicable ld) Amount of Cash Grant le) Amount of Non-Cash Assistance (0 Method of Valuation (book, FMV, appraisal, (9) Description of Non-Cash Assistance . (hi Purpose of Grant or Assistance other) to establish Post-Doctoral Fellowships tor the Study of Free institutions and the 41 -3169151 501(c)(3) $25,000 00 NIA Cash NIA Public Good Ryan Foundation 805 Brower Road Wayne, PA 19037 Saier Dallas, Better Dallas 3131 McKinney Avenue Suite 720 Dallas, TX 75204 20-3152579 501 $12,500 00 Cash NIA for Doors PIEECI for Sunshine Review's afrmative disclosure marketing materials p_roject Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-5912 20-5792227 501g)(3) $55,000 00 NIA Cash NIA Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-6912 20-5792227 for the Sunshine Reviews 501(c)(3) $100,000 00 NIA Cash NIA Broken Budgets Project Sam Adams Alliance 400 West Erie. Suite #407 Chicago, IL 60654-6912 for general operations 20-5792227 501(c)(3L 560.000 00 NIA Cash NIA for the 10th AmendmentIFederalisrn transparency prolect Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-5912 20-5792227 501(c)(3) $85,000 00 NIA Cash NIA Schwab Charitable Gift Fund 101 Montgomery Street San Francisco. CA 94104 314640316 for Illinois School Choice 509)(3)_ $320,000 00 NIA Cash NIA Prglect Schwab Charitable Gift Fund 101 Montgomery Street San Francisco, CA 94104 31-1640316 $50,000 00 NIA Cash NIA for Gift Acct Schwab Charitable Gift Fund 101 Montgomery Street San Francisco, CA 94104 for the Liberty and Virtue 31-1640316 $50,000 00 NIA Cash NIA Endowment Schwab Charitable Gift Fund 101 Montgomery Street San Francisco, CA 94104 314640316 for the Liberty and Virtue $500,000 00 NIA Cash NIA Endowment Security Research Associates, Inc 2200 4th Avenue North, #3 Lake Worth, FL 33461 T4-2209420 for_general operations $160,000 00 NIA Cash NIA Show Me institute 7777 Bonhomme Avenue, Suite 2150 St Louis, MO 63105-6139 for the organization's Cash NIA transparency prgiects Schedule I (Form 990 or 990-EZ) 2010 204957878 $40,000 00 NIA PAGE Donors Capital Fund. Inc 54-1934032 34 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 (dl Amount of Cash Grant tel 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 Show Me institute 7777 Bonhomme Avenue. Suite 2150 St Louis, MO 63105-6139 20-1957878 501(cj(3) $10,000 00 NIA Cash NIA for the organization's transparency Jgrojects Small Business HI Entrepr Edu 158 Goya Road Poitola Valley, CA 94028 26-1210792 501@(3) $15,000 00 NIA Cash NIA for the News Bureau project Small Business HI Entrepr Edu 6600 Kalanlanaole Hwy Suite 212 Honolulu. HI 96625 26-1210792 501(c)(3) $5,000 00 NIA Cash NIA tor the organization's capacity- projLts Small Business HI Entrepr Edu PO Box 1097 independence, MO 64051-0597 25-121 0792 501 $49500 00 NIA Cash NIA for the organization's capacity- bulldg pro|ects Smile Train, Inc. 41 Madison Ave . 28th Floor New York, NY 10010 1343661416 501_(El(3) $5,000 00 NIA Cash NIA for general operations South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $175,000 00 NIA Cash NIA for the News Bureau project South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(j(3) $170,000 00 NIA Cash NIA for the organization's transparency projects South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501 Q3) $75,000 00 NIA Cash NIA for the organization's capacity- building projects South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 $10,000 00 Cash for the organization's capacity- buildg projects South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 501(c)(3) $100,000 00 NIA Cash NIA for the News Bureau project South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0335744 501(c)(3) $45,000 00 NIA Cash NIA for direct mail efforts South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3715 57-0835744 $25,000 00 NIA Cash NIA for the organization's tragparency projects Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 I, Grants to 0 Part II, Grants to 0 rganizations and lndviduals in the U.S. rganizations and Governments in the U.S. (at (6) Name and Address of EIN IRC Organiz Government Section if Applicable ation or 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 35 South Carolina Policy Council 1323 Pendleton Street Columbia, SC 29201-3 715 57-0335744 501(c)(3) $50.000 00 NIA Cash NIA for the organization's transparency projects St John Vianney Rom 6200 Orange Blossom Orlando. FL 32809 an Catholic Church Trail 501(c)(3)_ $6.000 00 NIA Cash NIA for Spanish Hymnals St Johnsbury Athenaeum 1171 Main Street St Johnsbury, VT 0581 9 03-0153005 501(c)(3) $5.000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer 0 Suite 360 Arlington, VA 22209 FIVE 57-0952531 501(c)(3) $100,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer D Suite 360 Arlington, VA 22209 FIVE 57o952531 501(c)(3)_ 525.000 00 NIA Cash NIA for the organization's capacity- building pro|ects State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 501(c)(3) 100.000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209 Drive 57-0952531 501(c)(3) $15,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209 Drive 57-0952531 501(clt3l $50,000 00 NIA Cash NIA for the organlzation's direct mail activities State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209 Drive 57-0952531 501(c)(3) $100,000 00 NIA Cash NIA for general operations State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209 Drive 57-0952531 501(c)(3) $12.500 00 NIA Cash NIA for the benet of Solutions for New Jersey, the second Installment of their capacity grant State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209 Drive 570952531 501(c)(3) $100,000 00 NIA Cash NIA for general operatlons State Policy Network 1655 North Fort Myer Suite 360 Arlington, VA 22209 Drive 57-0952531 501(c)(3) $32,000 00 NIA Cash NIA for the Panas major Gifts Semlnar Schedule 1 (Form 990 or 990-EZ) 2C10 PAGE Donors Capital Fund, Inc. 54-1934032 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 (8) Amount of Non-Cash Assistance if) Method of Valuation (book, FMV, appraisal, other) t9) Description of Non-Cash Assistance th) Purpose of Grant.or Assistance State Policy Network 1655 North Fort Myer Dnve Suite 360 Arlington, VA 22209 57-0952531 501(c)(3) $100,000 00 NIA Cash NIA operations 36 State Policy Network 1655 North Fort Myer Dnve Suite 360 Arlington, VA 22209 57-0952531 $765,000 00 NIA Cash NIA for general OEEFEIIOHS State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 501 $30.000 00 NIA Cash NIA for litigation efforts State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 5o1(c)Q $12,500 00 NIA Cash NIA for Solutions for New Jersey State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 501tclt3l $24,000 00 NIA Cash NIA for litigation efforts State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-09 52531 501(c)(3) $10,000 00 NIA Cash NIA for litigation efforts State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 501 (0)(11l $75,000 00 NIA Cash NIA for start-up efforts In Indiana State Policy Network 1655 North Fort Myer Dnve Suite 360 Arlington, VA 22209 57-0952531 501(c)(3) $2,000 00 NIA Cash N.-A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 501(c)@ $100,000 00 NIA Cash NIA for direct mail mentoring State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209 57-0952531 501(C)(l $100,000 00 NIA Cash NIA for Federalism protect and 2011 Federalism Summit Stewards of the Range, Inc PO Box 490 Meridian, ID 83680-0490 82-0472269 501(c1(Q $2,000 00 NIA Cash NIA for general gp_erations Student Government Affairs Program 2435 N Central Expressway, Ste 300 Richardson, TX 75080-2753 650348492 501(c)(1 $7,500 00 NIA Cash NIA for_g-neral operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc. 54-1934032 37 l. Grants to Organizations and lndviduals in the U S. Part II, Grants to Organizations and Governments in the U.S. la) lb) (C) (6) lf) (9) lh) 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) StudentNewsDaily com PO Box 30353 for the organization's direct Edmund. OK 73003 05-0611977 501(g() $20,000 00 NIA Cash NIA mail activities Students for Liberty PO Box 17321 Arlington. VA 22216 9443435899 501(c)(3) $5,000 00 NIA Cash NIA for general operations Sutherland Institute 307 West 200 South. Suite 5005 for the organization's Salt Lake City, UT 84101 B7-0531727 501(c3) $45,000 00 NIA Cash NIA transparency projects Sutherland Institute 307 West 200 South. Suite 5005 for the organization's Salt Lake City, UT 84101 87-0531727 501(c)j) $65,000 00 NIA Cash NIA investigative repor1er_pro]ecl Sutherland Institute 307 West 200 South, Suite 5005 for the organization's capacity- Salt Lake City, UT 84101 87-0531727 501 $31,000 00 NIA Cash NIA building plects Sutherland institute 307 West 200 South. Suite 5005 for the organization's Salt Lake City. UT 84101 B7-0531727 501@l() $10,000 00 NIA Cash NIA transparency projects Sutherland institute 307 West 200 South. Suite 5005 Salt Lake City, UT 84101 37-0531727 501(cgl3) $40,000 00 NIA Cash NIA for direct mail efforts Teen F L O W Youth Ministries PO Box 733 Midland. TX 79702 752899609 501(cl@) $200 00 NIA Cash NIA for general operations Texas Public Policy Foundation 900 Congress Avenue. Suite 400 for the organization's Austin. TX 73701 74-2524057 501(c1() $87,208 00 NIA Cash NIA Investigative reporter protect Texas Public Policy Foundation 900 Congress Avenue, Suite 400 for the organization's Austin. TX 78701 74-2524057 $165,000 00 NIA Cash NIA transparegy projects Texas Public Policy Foundation 900 Congress Avenue, Suite 400 for the organization's capacity- Austin, TX 73701 74-2524057 5o1@tt3) $200,000 on NIA Cash NIA building meets Texas Public Policy Foundation for the organization's 900 Congress Avenue, suite 400 continued tax and budget Austin. TX 78701 74-2524057 501(c)(3) $100,000 00 NIA Cash NIA work Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 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 le) Amount of Non-Cash Assistance (ft Method of Valuation (book, FMV, appraisal, other) (9) Description of Non-Cash Assista Purpose of Grant-or nce Assistance Texas Public Policy Foundation 900 Congress Avenue, Suite 400 Austin, TX 78701 74-2524057 $30,000 00 NIA Cash NIA for the organization's transparency Texas Public Policy Foundation 900 Congress Avenue, Suite 400 Austin, TX 78701 74-2524057 50$1(3) $15,000 00 NIA Cash NIA for the organlzatlon's Investigative reporter project Texas Public Policy Foundation 900 Congress Avenue, Suite 400 Austin, TX 78701 74-2524057 501(c)(3) $5,000 00 NIA Cash NIA for general operations Texas Public Policy Foundation 900 Congress Avenue, Suite 400 Austin, TX 78701 74-2524057 5%2(3) $65,300 00 NIA Cash NIA for the organization's project. Turning the Tide Unifying the States to Oppose Federal Overreach Thomas Jefferson Institute 9035 Golden Sunset Lane Springe|d,VA 22153 51-02301 B5 501(c)(3) $50,000 00 NIA Cash NIA for the organization's transparency projects Thomas Jefferson Institute 9035 Golden Sunset Lane Springeld, VA 22153 51-0280185 501jQ(3) $5,000 00 NIA Cash NIA for the organization's direct mail efforts Thomas Jefferson Institute 9035 Golden Sunset Lane Springeld, VA 22153 51-0280185 50@(3) $10,000 00 NIA Cash NIA for the organization's transparency projects University of Arizona Foundation - Philosophy Dept PO Box 210027 Tucson, AZ 85721-0027 86-6050388 50)(3) $76,000 00 NIA Cash NIA for the Arizona Center for Philosophy of Freedom University of Notre Dame 110 Grace Hall Tocqueville Center, University of Notre Dame Notre Dame, IN 46556 35-08681 83 501(c)(3) $25,000 00 NIA Cash NIA for the establishment of a Post-Doctoral Fellowship at The Tocqueville Forum University of Texas - Austin 1 University Station C4100 Austin, TX 78712 74-6000203 $25,000 00 NIA Cash NIA for the establishment of a Post-Doctoral Fellowship at the Thomas Jefferson Center University of Texas of the Permian Basin 4901 East University Odessa, TX 79762 754614818 501 $20,000 00 NIA Cash NIA for the Wagner Noel Performing Arts Center University of Texas of the Permian Basin 4901 East University Blvd. Odessa, TX 79762 754614318 501(c)(3) $30,000 00 NIA Cash NIA for the Wagner Noel Performing Arts Center Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, inc 54-1934032 39 I, Grants to Organizations and lndviduais in the U.S Part II, Grants to Organizations and Governments in the U.S. la) Name and Address of Organization or Government 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 University of Virginia Foundation Dept of Politics, University of Wrginia 232 Cabell Hall. PO Box 400787 Chariottesville, VA 22904-4787 54-1682176 501(c)(3) $25,000 00 NIA Cash NIA Post-Doctoral Fellowship at the Program for Constitutionallsm and Democracy US English Foundation 1747 Ave NW, Suite 1050 Washington, DC 20006 52- 1 524976 501(c)(3) $10,000 00 NIA Cash NIA for general operations Vanderbilt University Foundation 102 Alumni Hall Nashville, TN 37240 62-0476822 501(c)(3) $5,000 00 NIA Cash NIA for the College of Arts and Science Virginia Institute for Public Policy 282 Bald Rock Road Verona, VA 24482 54-1870848 501(c)(3) $9,500 00 NIA Cash MA to cover the organization's database costs and additional work on Virginia institute for Public Policy 282 Bald Rock Road Verona, VA 24462 54-1 870848 501(c)(3) $5,000 00 NIA Cash NIA for the organization's capacity- Washington institute for Near East Policy 1828 L Street, NW Washington, DC 20036 52-1 376034 501(c)(3) $50,000 00 NIA Cash NIA as an annual gift Washington Legal Foundation 2009 Massachusetts Avenue, NW Washington, DC 20036 52-1 071 570 501(c)(3) $5,000 00 NIA Cash NIA for general operations Washington Legal Foundation 2009 Massachusetts Avenue, NW Washington, DC 20036 52-1 071 570 501(c)(3) $2,000 00 NIA Cash NIA for general operations Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $90,000 00 NIA Cash NIA for the organization's transparency pro ects Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $33,275 00 NIA Cash NIA to fund the organization's website re-build and media database Washington Policy Center PO Box 3643 Seattle, WA 93124-3643 91 -1 752769 501(c)(3) $35,000 00 NIA Cash NIA for the organization's transparency pro ects Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91 -1 752769 501(c)(3) $30,000 00 MIA Cash NIA for direct mail efforts Schedule I (Form 990 or 990-EZ) 2010 PAGE 1 Donors Capital Fund, Inc. 54-1934032 la) Name and Address of Organization or Government I, Grants to Organizations and lndviduals in the U.S lb) EIN Part II, Grants to Organizations and Governments in the U.S. lc) 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 lh) Purpose of Grantror Assistance 40 Well Community 125 Sunset Avenue Dallas. TX 75208 5o1(c1(gj $5,000 00 NIA Cash NIA for the Executive Director's 2010 Salary West Dallas Communlly School 2300 Canada Drive Dallas, TX 75212 75-2576975 501(c)(3) $9,000 00 NIA Cash NIA for general_operatlons West Dallas Community School 2300 Canada Drive Dallas, TX 75212 75-2576975 soucjjg) $6,000 00 NIA Cash NIA for a new bus West Dallas Community School 2300 Canada Drive Dallas. TX 75212 75-2576975 501(c)(3) $6,000 00 NIA Cash NIA to help purchase a new school bus Westchester Community College Foundation Hartford Hall, 75 Grasslands Road Valhalla, NY 10595 2351050397 501(c)() $384,000 00 NIA Cash NIA for general operations Wyoming Liberty Group 1740-H Dellrange #459 Cheyenne. WY 82009 26-2828115 501(c)(3) $65,000 00 NIA Cash NIA for the organization's investigative reporter project Wyoming Liberty Group 1740-H Dellrange Blvd., #459 Cheyenne, WY 82009 2 6-23231 15 501(c)(3) $30,000 00 NIA Cash NIA for the organization's transparency projects Wyoming Liberty Group 1740-H Dellrange #459 Cheyenne, WY 82009 25-28281 1 5 501 $10,000 00 NIA Cash NIA for direct mail efforts Wyoming Liberty Group 1740-H Dellrange #459 Cheyenne, WY 82009 26-2828115 5o1(cjj) $50,000 00 NIA Cash NIA for the organization's capacity- building projects Wyoming Liberty Group 1740-H Dellrange ,#459 Cheyenne, WY 82009 26-2828115 501 $10,000 00 NIA Cash NIA for the organization's transparency projects Wyoming Liberty Group 1740-H Dellrange #459 Cheyenne. WY 82009 26-2828115 501(c)(3) $15,000 00 Cash NIA for the organization's investigative reporter project Yankee lnstitute O Box 260660 Hartford, CT 06126 52-1358144 501(c)(3) $15,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Cagtai Fund, Inc. 54-1934032 41 I. Grants to Organizations and Indviduals in the U.S Part II. Grants to Organizations and Governments in the U.I9) 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, F MV. Non-Cash Grant or Government Applicable Assistance appraisal, Assistance Assistance other) Yankee Institute PO Box 260660 for the organization's Hartford. CT 06126 52-1358144 501(c)(3) $65.200 00 NIA Cash NIA investigative reporter project Yankee Institute PO Box 260660 Hartford, CT 06126 52-1358144 501(c)(3) $15,000 00 NIA Cash NIA for general operations Yankee Institute PO Box 260660 for the organization's Hartford. CT 06126 52-1353144 501(c)(3) $60,000 00 NIA Cash NIA transparengy_pro;ects Yankee Institute PO Box 260660 Hartford. CT 06126 52-1358144 501(c)(3) $15,000 00 NIA Cash NIA for general ggeratlons Yankee Institute PO Box 260660 for the organlzation's capacity- Hartford. CT 06126 52-1358144 501(c)(3) $32.000 00 NIA Cash NIA bullding protects Yankee Institute PO Box 260660 Hartford. CT 06126 52-1358144 501(c)(3) $15,000 00 NIA Cash NIA for general Qerattons Yankee Institute PO Box 260660 Hartford. CT 06126 524358144 501 $15.000 00 NIA Cash NIA tor general operations Yankee Institute PO Box 260660 Hartford. CT 06126 52-1358144 501(c)(3) $15,000 00 NIA Cash NIA for generaloieratlons Yankee Institute PO Box 260660 for the organization's capacity- Hartford. CT 06126 524358144 501(c)(3) $8.000 00 NIA Cash NIA building pro|ects Yankee Institute PO Box 260660 for the organization's Hartford. CT 06126 52-1358144 501(c)(3) $10,000 00 NIA Cash NIA transparency_projects Yankee Institute PO Box 260660 Hartford. CT 06126 52-1358144 501(c)(3) $15,000 00 NIA Cash NIA for general operations Yankee Institute PO Box 260660 Hartford. CT 06126 5243581444 501(c)(3) $15,000 00 NIA Cash NIA for general operations Schedule I (Form 990 or 990-EZ) 2010 PAGE Donors Capital Fund, Inc 54-1934032 42 I, Grants to Organizations and Indviduats in the U 8. Part II. Grants to Organizations and Governments in the U.S. (bi Id) (6) If) (9) lh) 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) Yankee Institute PO Box 260660 Hartford, CT 06126 52-1358144 501(ct@) $35,000 00 NIA Cash NIA for direct mail efforts Yankee Institute PO Box 260660 Hartford, CT 06126 52-1355144 5o1(c)t3) $15,000 on Cash NIA for general gaerations Yankee Institute PO Box 260660 Hartford, CT 06126 52-1358144 501(cl@) $15,000 00 NIA Cash NIA for general goerallons Yankee Institute PO Box 260660 Hartford, CT 06126 52-1358144 501(c) $15,000 00 NIA Cash NIA for general operations Yankee Institute PO Box 260660 Hartford, CT 06126 524358144 501 (QL3) $15,000 00 NIA Cash NIA for general gperatlons Young America's Foundation 110 Elden Street. Suite A for expansion of the NJC Herndon, VA 20170-4809 23-7042029 501(c)3) $250,000 00 NIA Cash NIA rogram Young Amenca's Foundation 110 Elden Street. Suite A Herndon, VA 20170-4809 23-7042029 501(c)L3) $1,500 00 NIA Cash NIA for the Reagan Ranch Young America's Foundation 110 Elden Street, Suite A Hemdon, VA 20170-4809 23-7042029 501(c)(3) $2,500 00 NIA Cash NIA for general operations Young Life PO Box 520 for the Cimarron Region Colorado Springs, co 30901 34-0335934 5o1(o1g3) $10,000 00 NIA Cash NIA 101 Young Life PO Box 520 for the Cimarron Region Colorado Sp_rings. co 30901 a4o335934 5o1(o)t3) 5200 no NIA Cash NIA AF75-41 9 Schedule I (Form 990 or 990-EZ) 2010 PAGE Schedule I (Form 990) 2010 Donors Capital Fund, Inc 54l934032 Page2 iBa'Il|l Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22. Part Hi can be dupiicated if additionai space is needed. Type of grant or assistance Number of Amount of Amount of Method of vaiuation (book, (0 Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other) 7 Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. g _qg:_a_tgt_ gig _aggo_mpa_1n_ig. _i_f_t_h_e_g_r_a;1t; Li_n_e_ Z r;o_t_12e_ L19_d_ E0. 591 .61; ed. 03- _9;n_t_s . g _aLr_e_nla_gi_e_z _5_0_1 tc_) pgI;l_ig '13_e_ 1_1Qo_n_ t;n_e .1: Li_n_e_ Z by Uni BAA Schedule I (Form 990) 2010 TEEA3902 I 0 PAGE . SCHEDULE J Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest  O Compensated Employees D i h T Complete if the organization answered 'Yes' to Form 990, Part IV, line 23. open to pubiic Attach to Form 990. See separate instructions. Inspection Name of the organization Employer identication number Donors: Capital Fund, Inc 54-1934032 Iart I Questions 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 Ia. 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 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 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? . . 2 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 Written employment contract Independent compensation consultant Compensation 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 Ia with respect to the filing organization or a related organization: a Receive a severance payment or changeof-control payment from the organization or a related organization? 4a X b Participate in, or receive payment from, a supplemental nonqualified retirement plan? . 4b X c Participate in, or receive payment from, an equity-based compensation arrangement? 4c X 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 organizationAny related organization'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 contingent on the net earnings of: a The organization? 6a X b Any related organization? . . 6b X If 'Yes' to line 6a or 6b, describe in Part I 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 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 TEEA4-I01 12122110 PAGE Schedule J (Form 990) 2010 Donors Capital Fund, Inc 54-1934032 Page 2 Officerimrectors, Trustees, KeLEmp|_oyees, and Highest Compensated Employees. Use Schedule J-l 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 must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line la. (A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (D) Nontaxable (E) Total of columns (C) Retirement and Base compensation other deferred benefits Other compensation reportable compensation (ii) Bonus and incentive compensation (F) Compensation regorted in prior orm 990 or Form 990-EZ 1 Whitney L Ball 2 10 11 12 13 14 (ii) 15 (ii) i) 16 BAA TEEA4102 07120110 Schedule J (Form 990) 2010 PAGE Schedule J (Form 990) 2010 Donors Capital Fund, Inc 54-1934032 Page 3 Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, this part for any additional information. lines 1aAlso complete BAA 03 07/20. i 0 PAGE OMB No. 1545-0047 Liquidation, Termination, Dissolution, or Significant Disposition of Assets  0 Ir Complete if theAorga|rIiization answered Yes to Folrm 9f9lcJl, Part IV, lines 31 or 32; or Form 990-EZ, line 36. . Department of the Treasury ttac certified resolutions, or plans. Internal Revenue Service Name of the organization Employer Identification number Donors Capital Fund. Inc 54-1934032 [Patti 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. 1 Description of asset(s) Date of Fair market value of Method of EIN of recipient Name and address of recipient IRC section of distributed or transaction distribution asset(s) distributed or determining FMV for rec|prent(s) (if tax-exempt) or expenses paid amount of transaction asset(s) distributed or expenses transaction expenses 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? 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 organizationReceive, or become entitled to. compensation or other similar payments as a result of the organization's liquidation, termination. or dissolutionthe 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-E2. TEEA4701 12/29/10 Schedule N (Form 990 or 990-EZ) 2010 .. 2a PAGE Schedule N (Form 990 or 990-EZ) 2010 Donors Cagital Fund, Inc Dissolution (continued) 54-1934032 Page2 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 describe in Part . . . . . . 4a Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? b if 'Yes', did the organization provide such notice? . 5 Did the organization discharge or pay all liabilities in accordance with state laws? 6a Did the organization have any tax-exempt bonds outstanding during the year? . . . . b Did the organization discharge or defease tax-exempt bond liabilities in accordance with the Internal Revenue Code and state laws? c if Yes,' describe in Part how the organization defeased or otherwise settled these liabilities. If No, explain in Part Yes No . r 3 0qqExchange, 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. Part ll can be duplicated if additional space is needed. 1 Description of asset(s) Date of Fair market value of Method of EIN of recipient distributed or transaction distribution asset(s) distributed or determining FMV for expenses paid amount of transaction asset(s) distributed or expenses transaction expenses Name and address of recipient IRC section of recipient(s) (if tax-exempt) or type of entity See I Cash Grants Various 41, 100, 998 . Cash Various 501 (C) (3) 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 organization? c Become 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? 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 lliO2Il0 Yes Schedule N (Form 990 or 990-EZ) 2010 PAGE Schedule N (Form 990 or 990-EZ) 2010 Donors Capital Fund, Inc 54l934032 Page 3 Supplemental Information. Complete to provide the information required by Part I, hnes 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional unformatton. BAA TEEA4703 HIOZIID Schedule N (Form 990 or 990-EZ) 2010 PAGE SCHEDULE 0 (Fonn 990 or 990-E2) Department of the Treasury Internal Revenue Service Supplemental Information to Form 990 or 990-EZ Complete to rovide information for responses to specic questions on Form 9 0 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-E2. OMB No 1545-0047 2010 Open to Public Inspection Name of the organization Donors Capital FundL Inc Pt VIB, Employer identification number 54-1934032 Li_n_e_ l1_a_ 1h_e_ e_t11n_ .1 _by _t_hs __r9n_i_zt_i92 11d_i_t:- _c_or_nm_i_t1: ee - Pt XI BAA For Papenvorli Reduction Act Notice, see the Instructions for Form 990 or 990-E2. TEEA4-901 l0l26ll 0 Schedule 0 (Form 990 or 990-EZ) 2010 PAGE SCHEDULE R (Form 990) Complete if the org Department of the Treasury 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. OMB No 1 545-0047 2010 Open 'to Public Inspection Name of the organization Donors Capital Fund, Inc 54-1934032 |Partl  Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.) Employer number G) Name, address, and of disregarded entity Legal domicile (state Primary activity or foreign country) (C) (1) Total income End-of-year assets (0 Direct controlling entity 31; DCF LLC PO Box 1305, Alexandria 22313 Hold raw Land 7'78, 688. 12). $31 14) 15). . |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.) Name, address, and EIN of related organization Primary activity Legal domicile (state or foreign country) section Exempt Code Public charity status (if section 501(c)(3)) entity Direct controlling (31) Sec 51 controlled entity? Yes No .0) etc. 2_7_ - 109 North Henry Street, Alexandria VA 22314 Grant making organization MD 501(c)(3) X (2) BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 12/22/10 Schedule R (Form 990) 2010 PAGE ScheduleR(Form 990) 2010 Donors Capital Fund, Inc 541934032 Pagez ggamlun 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 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.) (C) (0 (9) (11) 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) TEEA5002 'l2I07l10 Schedule R (Form 990) 2010 PAGE Schedule R (Form 990) 2010 Donors Cap_ital Fund, IPartV ]Transactions With Related Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34, 35, 35a, or 36.) Inc 54-1934032 u.no-no -4.51.: 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 (iv) rent from a controlled entity Gift, grant, or capital contribution to other organization(s) . . Gift, grant, or capital contribution from other organization(Loans or loan guarantees to or for other organization(Loans or loan guarantees by other organization(Sale of assets to other organization(s) . . . . Purchase of assets from other organization(s) . . . . Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . Lease of facilities, equipment, or other assets to other organization(s) Lease of facilities, equipment, or other assets from other organization(Performance of services or membership or fundraising solicitations for other organization(s) . Performance of services or membership or fundraising solicitations by other organization(Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . fl 0 P (I r Sharing of paid employees . . . . Reimbursement paid to other organization for expenses . . . . . . . . . Reimbursement paid by other organization for expenses . . . . Other transfer of cash or property to other organization(s) . Other transfer of cash or nperty 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. Transaction type Amount involved (3) Name of other organization Method of determining amount involved - no controlled organization as defined by IRC 512(b) (13TEEA5003 12.'23.'l0 Schedule R (Form 990) 2010 PAGE ScheduIeR(Form 990) 2010 Donors Capital Fund, Inc 54-1934032 Page4 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 (state or foreign (C) domicile country) Are all partners section 501(c)(3) organizations? Yes No Share of end-of-year assets Dispropor- (0 tionate allocations? Yes No General or managing partner? Code amount in box 20 of Schedule K-1 Form (1065) Yes No TEEA5004 Schedule R (Form 990) 2010 PAGE 54-1934032 Page5 ScheduR_(Form 990) 2010 Donors Capital Fund, Inc I Supplemental Information Complete this part to provide additional Information for responses to questions on Schedule R (see instructions). BAA TEEA5005 omsno Schedule R (Form 990) 2010 PAGE Donors Capital Fund, Inc 54-1934032 Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part Line 1 (continued) Briefly describe the organization's health, environment, economics, governance, foreign relations, and arts and culture;and which encourage philanthropy and individual giving and responsibility as an answer to society's needs, as opposed to governmental involvement. Schedule 0 (Form 990), Supplemental lnformatlon to Form 990 Form 990, Page 6, Line 17 (continued) Connecticut Florida Illinois New York Tennessee Virginia Washington New York
2009/12 990-T 2010/12 11 Form @ Department of the Treasury |nterna|Rever.ae Service (77) _ Exempt Organization Business Income Tax Return (and proxy tax under section 6033(e)) For calendar year 2009 or other tax year beginning and ending , > See separate instructions. , 2009, OMB No 1545-0587 2009 ( O n to Public Ins action for 53? " c)(3) Organizations Only A 1D Cggck bo)|(1|f d Name of organization ( El Check box it name changed and see instructions ) D E.,pl?y, Idletntifgcatlon numb B Exefnptrfgr Sggon print Donors Capi ta 1 Fund , I nc I(rISTr|t)l(:tIy:l$: ioiugibgina 50 C ) 3 ) or Number, street. and room or suite number If a P 0 box. see instructions 5 4 _ 1 93 4 0 32 I 408(e) 220(9) Type P . 0 . BOX 1 3 0 5 E Unrelated business activity I 408A 530(8) city or town State ZIP code |:ckE '"5"""5 52%a) Alexandria VA 22313 900000 C .'?,?3,,"3[;;,?,a" 355 3 F Group exemption number (See instructions for Block F ) * N / A 55, 638 , 563 . G Check organization type X 501(c) corporation [-1501 (c) trust H Describe the organization's primary unrelated business activity 5 Taxable investment activities within investment LLC I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? H 401 (a) trust I-1 Other trust * |:]Yes No If 'Yes,' enter the name and identifying number of the parent corporation * J The books are in care of the Organization Telephone number > (703) 535-3563 |Part I I Unrelated Trade or Business Income (A) Income (B) Expenses (c) Net 1 a Gross receipts or sales 0 3 b Less returns and allowances c Balance " 1c I 2 Cost of goods sold (Schedule A, line 7) 1 3 Gross profit Subtract line 2 from line 1c 3 4a Capital gain net income (attach Schedule D) 4a b Net gain (loss) (Form 4797, Part II, line 17) (attach Form 4797) 4b c Capital loss deduction for trusts 4c 5 Income (loss) from partnerships and S corporations (attach statement) 5 -59, 617 . -59, 617 . 6 Rent income (Schedule C) 6 g: 7 Unrelated debt-financed income (Schedule E) 7 S 8 Interest, annuities, royalties, and rents from controlled 61 organizations (Schedule F) 8 en 9 Investment income of a section 501(c)(7), (9), or (17) organization (Sch G) 9 mo Exploited exempt activity income (Schedule I) 10 tilt Advertising income (Schedule J) 11 (312 Other income (See instructions, attach schedule ) P D _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ # _ _ _ _ _ _ _ _ _ _ _ _ _ _ 12  t Q13 Total. Combine lines 3 through 12 13 -59, 617 . -59, 617 . grill I Deductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected with the unrelated business income.) $4 Compensation of officers, directors, and trustees (Schedule K) 14 5 Salaries and wages 15 16 Repairs and maintenance 16 17 Bad debts 17 18 Interest (attach schedule) 18 19 Taxes and licenses 19 7 15 . 20 Charitable contributions (See instructions for limitation rules.) 20 21 Depreciation (attach Form 4562) 22 Less depreciation claimed on Schedule A and elsewhere on return 22b 23 Depletion 23 24 Contributions to deferred compensation plans 24 25 Employee benefit programs 25 26 Excess exempt expenses (Schedule I) 26 27 Excess readership costs (Schedule J) 27 28 Other deductions (attach schedule) 28 29 Total deductions. Add lines 14 through 28 29 7 1 5 . 30 Unrelated business taxable income before net operating loss deduction Subtract line 29 from line 13 30 -60, 332 . 31 Net operating loss deduction (limited to the amount on line 30) 31 32 Unrelated business taxable income before specific deduction. Subtract line 31 from line 30 32 -60 , 332 . 33 Specific deduction (Generally $1,000, but see line 33 instructions for exceptions) 33 34 Unrelated business taxable income. Subtract line 33 from line 32 If line 33 is greater than line 32, enter the smaller of zero or line 32 34 '60; 332 - BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions. TEEAOZO1 01/08/10 Form 990-T (2009) pZ| CITIZENAUDIT.ORG PAGE #003 Form990-T(2009) Donors Capital Fund, Inc 541934032 Pagez [Part III |Tax Computation 35 Organizations Taxable as Corporations. See Instructions for tax com utation Controlled group members (sections 1561 and 1563) check here " See instructions and a Enteryour share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order) ~. (1) Is I (2) Is I (3) Is b Enter organization's share of. (1) Additional 5% tax (not more than $11,750) $ (2) Additional 3% tax (not more than $100,000) S c Income tax on the amount on line 34 " 35c O . 36 Trusts Taxable at Trust Rates. See instructions for tax computation Income tax on the amount __ on line 34 from D Tax rate schedule or D Schedule D (Form 1041) " 36 37 Proxy tax. See instructions " 37 38 Alternative minimum tax 38 39 Total. Add lines 37 and 38 to line 35c or 36, whichever applies 39 0 . IPart IV [Tax and Payments 40a Foreign tax credit (corporations attach Form 1118. trusts attach Form 1116) 40a b Other credits (see instructions) 40 b c General business credit Attach Form 3800 40c d Credit for prior year minimum tax (attach Form 8801 or 8827) 40d e Total credits. Add lines 40a through 40d 40c 41 Subtract line 40e from line 39 41 0 . 42 Other taxes Check Ii from D Form 4255 |:| Form 8611 |:I Form 8697 [I Form 8866 D Other (attach schedule) 42 43 Total tax. Add lines 41 and 42 43 O . 44 a Payments: A 2008 overpayment credited to 2009 44a b 2009 estimated tax payments 44b M c Tax deposited with Form 8868 44c y? d Foreign organizations Tax paid or withheld at source (see instructions) 44d e Backup withholding (see instructions) 44e f Other credits and payments Form 2439 *3? D Form 4136 Other Total -- 44f 45 Total payments. Add lines 44a through 44f 45 46 Estimated tax penalty (see instructions) Check if Form 2220 is attached El 46 47 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed " 47 48 Overpayment. If line 45 is larger than the total of lines 43 and 46, enter amount overpaid " 48 O . 49 Enter the amount of line 48 you want Credited to 2010 estimated tax " I Refunded " 49 IPart V Istatements Regarding Certain Activities and Other Information (see Instructions) 1 At any time during the 2009 calendar year, did the organization have an interest in or a signature or other authority over a Yes No financial account (bank. securities, or other) in a foreign country? If YES, the organization may have to file Form TD F 90-22 1, =* I Report of Foreign Bank and Financial Accounts. If YES, enter the name of the foreign country here "' _ _ _ _ _ _ _ _ _ _ _ __ X 2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? X If YES, see the instructions for other forms the organization may have to file ' 3 Enter the amount of tax-exempt interest received or accrued during the tax year " $ k Schedule A Cost of Goods Sold. Enter method of inventory valuation '* 1 Inventory at beginning of year 1 6 Inventory at end of year 6 2 PU'Ch35e5 2 7 Cost of goods sold. Subtract 3 Cost of labor 3 line 6 from line 5 Enter here ~ and in Part I, line 2 7 4a Additional section 263A costs (attach schedule) 4 Yes No a bBiITe,coi5 ' ' ' ' ' ' T 4b 8 Do the rules of section 263A (with respect to (attach sch) property produced or acquired for resale) apply 5 Total. Add lines 1 throughjlrb 5 to the organization? -. a e examined this return. including accom anying schedules and statements. and to the best of my knowledge and belief, it IS true. P . ,- - oan taxpayer) is based on all In ormation of which preparer has any knowledge M th IRS d iii 5 et n th Hm , A _ , Eexiaartrf ...:f..ef.,....7.iS:::5....:,.:(gt.W  ature of officer V Date Title "5 '"5) H yes | | No Pai d Preparers Date check ,f Preparer's SSN or PTIN signature 59"" H Pre_ emp oyed arefs Firm's frlarrllfe (or EIN yoursi se - Sf g;n,e::g;d;-,, > Led?.__ on y ZIP code Phone no BAA TEEA0202 01/08/10 Form 990-T (2009) CITIZENAUDIT.ORG PAGE #004 Form 990-T (2009) Donors Capital Fund, Inc 54-1934 032 Page 3 Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions) 1 Description of property (1) (2) (3) (4) 2 Rent received or accrued (a) From personal property (if the percentage of rent for personal property is more than 10% but not more than 50%) (b) From real and personal property (if the percentage of rent for ersonal property exceeds 50% or ift e rent is based on profit or income) 3(a) Deductions directly connected with the income in columns 2(a) and 2(b) (attach schedule) (1) (2) (3) (4) Total Total (c) Total income. Add totals of columns 2(a) and 2(b) Enter here and on page 1, Part I, line 6, column (A) Schedule E Unrelated Debt-Financed lncome_(see instructions) here and on page 1, Part l, line 6, column (B) (b) Total deductions. Enter 1 Description of debt-financed property 2 Gross income from 3 Deductions directly connected with or allocable to debt-financed property or allocable to debt-financed property depreciation (attach sch) (a) Straight line (b) Other deductions (attach schedule) (1) (2) (3) (4) 4 Amount of average acquisition debt on or allocable to debt-financed property (attach schedule) 5 Average adiusted basis of or allocable to debt-financed property (attach schedule) 6 Column 4 7 Gross income divided by reportable column 5 (column 2 x column 6) 8 Allocable deductions (column 6 x total of columns 3(a) and 3(b)) (1) % (2) % (3) % (4) % Enter here and on page 1, Enter here and on page 1, Part I, line 7, column (A) Part I, line 7, column (B) Totals * Total dividends-received deductions included in column 8 Schedule F Interest. AnnuitiesLRovalties. and Rents from Controlled Orqanizations (see instructions) D Exempt Controlled Organizations 1 Name of Controlled 2 Employer Organization Identification Number 3 Net unrelated income (loss) (see instructions) 4 Total of specified payments made 5 Part of column 4 that is included in the controlling organization's gross income 6 Deductions directly connected with income in column 5 (1) (Z) (3) (4) Nonexempt Controlled Organizations 8 Net unrelated income (loss) 7 Taxable Income 9 Total of specified payments made 10 Part of column 9 that is included in the controlling 11 Deductions directly connected with income (see instructions) organization's gross income in column 10 (1) (2) (3) (4) Add columns 5 and 10 Enter Add columns 6 and 11. Enter here and on page 1, Part I, line here and on page 1. part I, line 8, column (A) 8. column (8) Totals BAA TEEA0203 08I18IO9 Form 990-1 (2009) CITIZENAUDIT.ORG PAGE #005 Donors Capital Fund, Inc 54-1934032 Supporting Statement of: Form 990-T, pl/Line 5, Column (A) Description Amount Share of UBTI from Caxton Select LLC: Ordinary income (loss) 27,166. Short-term captal gain (loss) -10,189. Long-term capital gain (loss) -14,015. Section 1256 gain (loss) -8,247. Total -59,617. Supporting Statement of: Form 990-T, pl/Line 19 Description Amount US taxes withheld 13. Foreign taxes paid 702. Total 715. CITIZENAUDIT.ORG PAGE #006 Form 990-T (2009) Donors Capital Fund, Schedule G Investment Income of a Section 501(c Inc 54-1934032 Paged , (9), or (17) Organization (see instructions) 1 Description of income 2 Amount of income 3 Deductions directly connected (attach schedule) 4 Set-asides (attach schedule) 5 Total deductions and set-asides (column 3 plus column 4) (Dt (2) (3) (4) Enter here and on page 1, Enter here and on page 1, Part I, line 9, column (A) Part I, line 9. column (B) Totals " Schedule I Exploited Exempt Activity lncome, Other Than Advertising Income (see instructions) 2 Gross 3 Expenses 4 Net income 5Gross income 6 Expenses 7 Excess unrelated directly connected U035) from from activity attributable to exempt expenses 1 Description of exploited activity business with production at bunmated Wide "2 that is not unrelated column 5 (column 6 minus income unrelated business m1:'s"Ef)fu$?] m" a business column 5, but not from trade income gam compute income more than column 4) 0' bU5'95'5 columns 5 through 7 (1) (2) (3) (4) _ Enter here and Enter here and W Enter here and on page 1, on page 1, on page 1, Part 1, line 10. Part I, line 10, Part II, line 26 column (A) column (B) Totals - % % Schedule J Advertising Income (See instructions) [Part I llncome From Periodicals Reported on a Consolidated Basis 2 Gross 3 Direct 4 Advertising gain or C 6 7 Excttess reladersgip advertisin advert s n (loss) (col mn 2 5 rc lat on Reade sh C03 S C0 Um" 1 Name of periodical income g cosltsl g minus columrlil 3) If a II|'tC(l)JlTleI costs D "5- 'm gain compute 'btt columns 5 through? more than column 4) (1) 3 I (2) <3) 5 (4) at E Totals (carry to Part II, line (5)) D IF'ail ll P  Income From Periodic through 7 on a line-by-line basis) als Reported on a Separate Basis (For each periodical listed in Part II, fill in columns 2 2 Gross 3 Direct 4 Advertising gain or 7 Excess readership advertising advertising (loss) (column 2 5 Circulation 6 Readership C03-t5 (Column 5 1 Name Of periodical income costs minus column 3) If ai income costs m'5 ' gain, compute m at bt "ft 4 columns 5 through 7 me a" co "m" ) (1) (2) (3) (4) (5)Totals from Part I Totals, Part II (lines l-5) Enter here and on Page 1, Part , line 11, column (A) D Enter here and on Page 1, Part , line 11, column (B) Enter here and on page 1, Part II, line 27. Schedule K Compensation of Officers, Directors, and Trustees (see instructions)     % % % % Total. Enter here and on page 1, Part II, line 14 " BAA TEEAO204 oiiosiio Form 990-T (2009)
2009/12 990-EO 2010/12 \r_- / I /iom; OMB No 1545-0047 Return of Organization Exempt From Income Tax ) Under section 501(c), 527, or 494'I(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) 1 . . |[:lE1tF3)ran'1a'1nl:3?rEI3t\It2onUteheS(Ir|1::ury F The organization may have to use a copy of this return to satisfy state reporting requirements OPE" 10 PUNIC '|15P9Ct|T| For the 2009 calendar year, or tax year beginning , 2009, and ending , 3 Check If applicable Pl C Name of o,gan,zat,on D Employer ldenliliciition Number 6850 USB ' 5 4 1 93 4 032 ! Address change igs imai Donors Cap:i.ta1 Fund, Inc E T I h ! Name change 0,5 Pa Number and street (or P 0 box if mail is not delivered to street addr) Ftoomlsuite e ep one number ! lnitialreturn Milne 9.0. Box 1305 (703) 535-3563 ! Termlnamn '3-:,,r,";c' City. town or country state ZIP code + 4 I Amended return Alexandria VA 2 2 3 1 3 G Gross receipts $ 61, 4 17 , 098 . El Application pending F Name and address of principal officer "133 '5 '"5 3 9'0? el 10' 3"'ate57 H Yes % No , 7 I T wh|;(_r|n;;1L()Ba(1; P - 0; 130* t1 30) 5 A>;::7<:;? V1I1_g-L-$1 3 "" 1?-1.3.-' ZII1-IhZ; .12f'?2 instructions) " ax-exempt status c 4 inser no a or J Website: donors capital fund . org H(c) Group exemption number K Form of organization W Corporation H Trust H Association H Other 1 L Year of Formation 1 9  l M State of legal domicile VA LPart I I Summary 1 Briefly describe the organization's mission or most significant activities __Su_pp_o:: lag 5_09_(a_) (_1l_, i_2i_s (_3)_ og3,_Ht_1_i.g:_h _a1_I_le_v:l_at:3,_thrgugh 0 _e<=J<=_ai2n_: 6262 =_'=h_a2d_P13aLce_121_t 1_at_1:ee_5e<=1e_t.L' 5-_rr2 s_t E"_39:_1L_3"_d a_di_ca_1_ne_e==1_5v_ i_n<=_12dns ghee: e$a1_n9_t2 102121. E :e_1f_ar_:_teLhLe13aem9.nr.9e=ee1.e=u 9_:e2nensa_ 09192 e1ai2n_sv_and_ar_te eid_c211:u_r_r ens 111102 eneoeregs ehL1enh_r2L _-:u;d_1 ed_1V_i<1u_e 1_9_1vie9_a2d_ep2n_= i_b1_i'e:r3-*1 a_n_aas1'<ar_te =_2i2Ey'_s_nse_d==._ _-as 9r=2c5Ied_t2 21*e_rr;m:'n_te1_iev;=1_vem_en_t-_ 3 2 Check this box > ljif the organization discontinued its operations or drsposed of more than 25% of its assets 3 3 Number of voting members of the governing body (Part VI, line 1a) 3 9 ., 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 8 1% 5 Total number of employees (Part V, line 2a) 5 0 :3 6 Total number of volunteers (estimate if necessary) 6 0 5 7a Total gross unrelated business revenue from Part Vlll, lcolumn (C), me 12 7a -60, 332 . b Net unrelated business taxable income from Form 990-T, line 34 7b -60 , 332 . Prior Year Current Year 6% Q 8 Contributions and grants (Part VIII, line 1h) 41, 649, 571. 56, 570,167. 3 ,: 9 Program service revenue (Part VIII, line 2g) 3 10 Investment income (Part Vlll, column (A), lines 3, 4, and 7d) -4 , 139, 979 . 728 , 207 . '3 11 Other revenue (Part VIII, column (A). lines 5, 6d, 8c, 9c. 10c, and 11e) E5 12 Total revenue add lines 8 through 11 (must equal Part VIII, column (A), line 12) 37 , 509, 592 . 57 , 298 , 374 . :31 13 Grants and similar amounts paid (Part IX. column (A). lines 1-3) 70 , 858, 2 13 . 5 9 , 78 1 , 233 . Q 14 Benefits paid to or for members (Part IX, column (A), line 4) LL31 G, 15 Salaries, other compensation. employee benefits (Part IX, column (A), lines 5-10) 0 . E35 E 163 Professional fundraising fees (Part IX, column (A), line He) 0 . 0 65 3 b Total fundraising expenses (Part IX, column (D), line 25) > 0 . b (Q N 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f) 694 , 924 . 676, 171 . 18 Total expenses Add lines 13-17 (must equal Part IX, column (A). line 25) 71, 553, 137 . 60, 457 , 404 . 19 Revenue less expenses Subtract line 18 from I-ne-12 H _ r__ _ __ -34 , 043, 545 . -3, 159, 030 . E5 K tut V bu Beginning of Year End of Year '% 20 Total assets (PartX, line 16) V % 55,606,048. 55, 638,563. I $6; 21 Total liabilities (Part X, line 26) +  Y 2 2 pIY Q 187,259. 129, 165. 25 22 Net assets or fund balances Subtract line 21 from line 20 2 55 , 4 18 , 78 9 . 55 , 509, 398 . I Part II Signature Block ' , __ __ _, , _ __ = RGSFEEE are ' 'i,1;1.-3' p[ [ sass .:.r.~.:.ii,,:3;$;".3i:l:-:n1,".22JJae 52* ' my "W'ed9e and '=e"e' '1 '5 Sign * I I b W :20 /0 Date Here dionicer ' ' W " Whitney L. Bal President Type or print name and title  gglgckil i:.':grr:i;:;i.s22;v-no @ie . employed Pl'e- :.:;.:iL$;5 iv /1; parer's , use Firm 5 frtgigne (or yours I - -_ or-II em Ioyed). > Em y %?prs.~:f' and Phone no " May the IRS discuss this return with the preparer shown above? (see instructions) El Yes I1 No BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 07/20/09 Form 990 (2009) b\\\ CITIZENAUDIT.ORG PAGE #003 0 Form990(2009) Donors Capital Fund, Inc 54-1934032 Page2 Wart III I Statement of Program Service Accomplishments 1 Briefly describe the organization's mission. _SL12P_ot_ I_R_C_5.92 La.) 11.) 4 L2.) 3 L3.) _0_r9s_i_w_h_i 9h_a_l_l sv_i Ee_: _t_h0_u9h sc1u_<=t_i_0r_1 ._ e_ss er_c:1 seq er_i!et_e_ _iai_r-ia_tiv_e n_ so; i_e_tx .5 _m2s_t1->9 r_v2 eiye en_c1_r1<i_isa_1_ns<:d_s _ i_n_<=;u_d;I19_tI<zs_e _rel_a i_ns1 E0. s;0si_a_1 1~isl_f er_e._ _ _S9.e_F9rm 299-_Pa92 2. Ea_r1_|||_. Lm_e_1 Lc2nyn_iee_d)_ ________________________________________ _ _ 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ7 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 exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported El Yes No D Yes No 4a (Code' ) (Expenses $ 59, 812, 760 . including grants of $ 59, 781, 233 . ) (Revenue $ 60! 494 E 017 .) 92p_o; _IB<; _59 2 La.) 11_l_ 9. .592 (_a_) _(2_)_ 93-L9z _w_h_i sh. Ll_e1ri_a_tsL _tl1o_us1_1 _______________ _ _ _ed_usai2r2 sees?-sch ens. eras t_e in_it_i1tsvss_v si_eEy;s_m2-2 aesvs 5_iL_?_d_Ld1_E1_E9L152 ;n_==1_u<1129_t2_s. e_rs1_et_ia9_te 5.00.121. _we_1 353; 1leE1Eh_r 211115 _nm_e at. e_c 22"l_5 _92 vs 11 3; f_e92 Le-1a_t 1_n_s -_a_nd_a_rt_s 2n_d 2ult_uee L3 1d_wr;ish_e eceusas e_p1_1@t_h soar. 2=1d_12d_i1i9u_a1_ 113211 a_n9 58.3202 ~_i*3i_1 1_t1 es:-2 :m_sze_r _t<; 9_si_e EyLs_n_e e_d2 r_a3 _<>r2r>9.$.9i1 E._92V_e nr_ns9-'=i_1 2n_v211e_msn_t -_ 4b (Code' ) (Expenses $ including grants of $ ) (Revenue $ ) 4c (Code ) (Expenses $ including grants of $ ) (Revenue $ ) 4d Other program services. (Describe in Schedule 0 ) (Expenses $ including grants of $ ) (Revenue $ ) 4e Total program service expenses I 5 9 , 8 12 , 7 60 . BAA TEEA0lO2 07120109 Form 990 (2009) CITIZENAUDIT.ORG PAGE #004 I-r Form 990 (2009) Donors Capital Fund, Inc 54-1934032 Page 3 Wart IV lchecklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? lf 'Yes,'complete Schedule A 1 X 2 Is the organization required to complete Schedule 8, 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? ll 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? lf 'Yes,complete Schedule C, Part Ill 5 6 Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If Yes, complete Schedule D, 6 Part I 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? lf 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? lf 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 VI, VII, VIII, IX, or X as applicable 11 X 0 Did the organization report an amount for land, buildings and equipment in Part X, line 10? If Yes,'complete Schedule D, Part VI 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 VII 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 Vlll 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? If Yes, complete Schedule D, Part lX 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? |fYes,' 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 Xlll 12 X 12AWas the organization included in consolidated, independent audited financial statement for the tax Yes No year? If Yes, completing Schedule D, Parts Xl, Xll, and Xlll is optional 12 A X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? 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? If Yes, complete Schedule F, Part I 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 11e? If Yes, complete Schedule G, Partl 17 X 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, 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 VIII, line 9a? If Yes, complete Schedule G, Part Ill 19 X 20 Did the organization operate one or more hospitals? If Yes, complete Schedule H 20 X BAA TEEA0103 02l12l10 Form 990 (2009) CITIZENAUDIT.ORG PAGE #005 5: Form 990 (2009) Donors Capital Fund, Inc 54-1934032 Page4 [Part IV Fchecklist of Required Schedules (continued) Yes No 21 Did the organlzation 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 It 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 l 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 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 day of the year, and that was issued after December 31 , 2002? If Yes, answer llnes 24b through 24d and complete Schedule K lf 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 253 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 990-EZ? lf 'Yes,' complete Schedule L, Part l 25b X 26 Was a 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 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 comittee member, or to a person related to such an individual? lf 'Yes,' complete Schedule L, Part Ill 27 X 28 Was the organization a party to a business transation with one of the following parties (see Schedule L, Part IV instructions for applicable fi ing 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 of the organization (or a family member) 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 ll 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 Ft, Part I 33 X 34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts ll, III, IV, and V, 34 line X 35 Is any related organization a controlled entity within the meaning of section 512(b)(13)? lf '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 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 Ft, Part VI 37 X 33 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 0 38 X BAA TEEACHO4 02112110 Form 990 (2009) CITIZENAUDIT.ORG PAGE #006 H Form 990 (2009) Donors Capital Fund, Inc 541934032 Pages Wart V I Statements Regarding Other IRS Filings and Tax Compliance Yes No 1a 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 b Enter the number of Forms W-2G included in line Ia. Enter -0- if not applicable 1b 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 Statements, filed for the calendar year ending with or within the year covered by this return . 2a 2b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b Note. If the sum of lines la and 2a IS greater than 250, you may be required to e-file this return (see instructions) I 3a Did the organization have unrelated business 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 year? If 'No,'provide an explanation in Schedule 0 3b X 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 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? Ga 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| J 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? 7f 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. I 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 VIII, line 12 10a b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b 11 Section 501 (c)(1 2) organizations. Enter. a Gross income from other 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| I BAA Form 990 (2009) TEEAOI05 02112110 CITIZENAUDIT.ORG PAGE #007 Form 990(2009) Donors Capital Fund, Inc 5411-1934032 Page 6 * Pal! Vl 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 9 b Enter the number of voting members that are independent 1 b 8 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 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 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 following. a The governing body? 8a X b Each committee with authority to act on behalf of the governing body? 81: 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 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 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 conflicts? 12b X is Does 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? 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 ]0|llt venture or similar arrangement with a taxable entity during the year? 16a X b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in ]0|Flt 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 '' See States Form 990 Filed In 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501 (c)(3)s only) available for public inspection Indicate how you make these available Check all that apply El Own website |:] Anothers 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 *_tl_1e; _0_rga_n_iza;t_i9I1 _ _ _ _ _t_hs _0<1a_ni z;a_t_i en. a _ 2sc_id_rss_ ________________ _ _ (.79 3_l_5_3 -_31 BAA TEEA0l06 oziosii 0 Form 990 (2009) CITIZENAUDIT.ORG PAGE #008 orm990 2009) Donors Capital Fund, Inc 541934032 Page7 F ~ IP.}a:tl\'I.l|I 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 1 a 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 (D), (E). and (F3 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 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 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 $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order. individual trustees or directors; institutional trustees; officers: key employees; highest compensated employees, and former such persons. D Check this box if the organization did not compensate any current officer, director. or trustee. (A) (3) (C) (D) (E) (F) Name and Title A"a9 P5't'" (Check 3" that apply) Reportable Reportable Estimated pr3?ek ~= 3 2 -t 3,; `  ti2';?i.2iTL?." rii-Ilii'c}i"'.1".'l.2,'.'$s ll5%'n"al.'' if  E 5 @ @ `~ (W-2/l%99-MISC) (w2/1039 MISC) orggmziaritilaon Ii-_ 3 + g and related 3* =1 -.2 organizations 2 2 3 :4 % 3;. E Adam. 1exe_r en _________ _ _ President/BOD 1.50 X X 0. 0. 0. _B11C_e_ 1. _J_a<_= eb_s ________ _ _ Vice Pres./BOD 1.00 X X 0. 0. 0. 3l1i_t_nsx _L_ Eel} ________ _ _ Sec./BoD 20.00 X X 0. 163,314. 0. _C1_1i_s_t9eh_e _D_e4ut_h _____ _ _ Board Member 1.00 X 0. 0. 0. 1_: ev_e9 _H_a_v1I er_d ________ _ _ Treas./BoD 1.50 X X 0. 0. 0. _K i_s_ Alan. Lie-=;u_rr; ______ _ _ Board Member 1.00 X 0. 0. 0. Eli l_1_ir2 _H_ 1_4e_l_l9 ______ _ _ Board Member 1.00 X 0. 0. 0. _3EP_hE _M.99 r-_e _________ _ _ Board Member 1.00 X 0. 0. 0. _J911n_ Yen. l<r;n_09 _______ _ _ Board Member 1.00 X 0. O. 0. _M:- l_i_se _C_l;e_t_t ________ _ _ Asst. Treas. 20.00 X 0. 122,875. 0. BAA TEEA0l07 11110109 Form 990 (2009) CITIZENAUDIT.ORG PAGE #009 1 Form 990 (2009) Donors Capital Fund, Inc 54-1934032 Page8 v Wart VII I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont. ) (A) (B) (C) (D) (E) (F) N Ahe age Pos ton (check all that apply) ame and Title " ' ' ' Reportable Reportable Estimated 5 0 _ - O 7: ,, I .,., compensation from compensation from amount of other PEI W991 3 3 3 -_-_;._ Q 3 ,5 9 the or anization related or anizations compensation _-, 3 Q .. g 3 (W-211 9-MISC) (W 211 9-MISC) from the 3 g =- - 3 55:, Q organization u_i 3 t_I $ 8 and related 5 % .3 % organizations a: D. 1bTotal 0. 286,189. 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 5 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee I on line 1a? 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 J the organization and related organizations greater than $150,000? lf 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 for services I rendered to the organization? lf '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 DeSCltI0l'1 of Services Compensation 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 > BAA TEEA0108 0ll30l10 Form 990 (2009). CITIZENAUDIT.ORG PAGE #010 Form 990(2009) Donors Capital Fund, Inc 54l934032 Page9 Part VIII 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 ;:_: .,,_, 1a Federated campaigns 1a 3 g b Membership dues 1 b " 0 J3; c Fundraising events 1c gg d Related organizations 1d Pr e Government grants (contributions) 1 e E5 f All other contributions, gifts, grants, and 9% similar amounts not included above 1f 5 6 , 5 7 0 , 1 67 . Z 5 n g Noncash contribns included in Ins la-lf' $ 520 , 1 67 . O 2 0' hTota|.Addlines1a-1f * 56,570,167. g Business Code 2 3 2a ________________ _ _ 0: b 3 E C _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 3. d _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _  e ________________ __ 3 f All other program service revenue E g Total. Add lines 2a-2f " I 3 Investment income (including dividends, interest and other similaramounts) 1,026,724. 0. -60,332. 1,087,056. 4 Income from investment of tax-exempt bond proceeds * 5 Royalties " (i) Real (ii) Personal 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) securmes ('0 OW" assets other than inventory 3 , 82 0 , 2 07 . b Less cost or other basis and sales expenses 4 , 1 18 , 7 2 4 . c Gain or (loss) -298,517. dNetgainor (loss) -298,517. 0. 0 -298,517. In 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 > 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 " 103 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 Ir J 12 Total revenue. See instructions 57,298,374. 0 -604332. 788,539. BAA TEEA0l09 o2/iziio Form 990 (2009) CITIZENAUDIT.ORG PAGE #011 Form990(2009) Donors Capital Fund, Inc 54-1934032 Page10 [Part 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) but are not required to complete columns (B), (C). and (D). _ , (A) (B) (D) Do not include amounts re orted on lines 1-eta] expenses Program service Management and Fundraising 6b, 7b, 8b, 9b, and 10b of art VIII. expenses general expenses expenses 1 Grants and other assistance to governments and organizations in the U.S See Part IV, line2l 59,781,233. 59,781,233. 2 Grants and other assistance to individuals in the U 8. See Part IV, line 22 3 Grants and other assistance to governments. organizations, and individuals outside the U.S See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers. directors, trustees, and key employees 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 3 Pension plan contributions (include section 401 (k) and section 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees) a Management b Legal cAccounting 17,441. 0. 17,441. 0. cl Lobbying e Prof fundraising svcs. See Part IV, In 17 f Investment management fees 31 , 527 . 31 , 527 . 0 . 0 . g Other 12 Advertising and promotion 13 Office expenses 14 Information technology 15 Royalties 16 Occupancy 17 Travel 13 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 23 lnsurance 24 Other expenses ltemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.) ae_cgvy_p1y_t_:-LaLcEriJ1l_&jj;lirgjge '6, 322. 0. -6, 322. 0. btgm_i_n_e__r_t_rJ';c_e;s _ _ _ _ _ _ _ _ _ __ 620,820. 0. 620,820. 0. c_R_egi_s1::;'a_t3'.c_>n_ jee_s _ _ _ _ _ _ _ __ 3, 020. 0. 3,020. 0. d_l3Qk_ee_s _ _ _ _ _ _ _ _ _ _ _ _ _ __ 730. 0. 730. 0. e_P9s_>_t_a_ge _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ 555. 0. 555. 0. f All other expenses 8,400. 0. 8,400. 0. 25 Totalfunctionalexpenses. Add |ines1through24f 60,457,404. 59,812,760. 644, 644. 0. 26 Joint costs. Check here " El if following SOP 98-2 Complete this line only if the organization reported in column (B) ioint costs from a combined educational campaign and fundraising solicitation BAA Form 990 (2009) TEEAOI 10 02l05l'l 0 CITIZENAUDIT.ORG PAGE #012 Form 990 (2009) Donors Capital Fund, Inc 541934032 Page 11 - [Part X Walance Sheet (A) (B) Beginning of year End of year 1 Cash non-interest-bearing 1 2 Savings and temporary cash investments 2 8 , 64 1 , 2 98 . 2 32 , 647 , O12 . 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Receivables 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)) A and persons described in section 4958(c)(3)(B). Complete Part II of Schedule L 6 2 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 Complete Part VI of Schedule D b Less. accumulated depreciation. 10b 10c 11 Investments publicly-traded securities 14 , 51 6 , 67 9 . 11 17 , 67 3 , 557 . 12 Investments other securities. See Part IV, line 1 1 12 13 Investments program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line 11 12,448,071. 15 5,317,994. 16 Total assets. Add lines 1 through 15 (must equal line 34) 55, 606, 048. 16 55, 638,563. 17 Accounts payable and accrued expenses 1 12 , 0 O0 . 17 5 6 , 00 O . 18 Grants payable 18 19 Deferred revenue 19 '[ 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 emplo ees, + highest compensated employees, and disqualified persons. Complete art II II: 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 75 , 25 9 . 25 73 , 1 65 . 26 Total liabilities. Add lines 17 through 25 1 8 7 , 2 5 9 . 26 12 9 , 1 65 . E Organizations that follow SFAS 117, check here > and complete lines 7 27 through 29 and lines 33 and 34. g 27 Unrestricted netassets 5_5,418,789. 27 55,509,398. 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 f, lines 30 through 34. B 30 Capital stock or trust principal. or current funds 30 R 31 Paid-in or capital surplus, or land, building, and equipment fund 31 '5, 32 Retained earnings, endowment, accumulated income, or other funds 32 E 33 Total net assets or fund balances 55,418,789. 33 55,509,398. 5 34 Total liabilities and net assetslfund balances. 55, 606, 048 . 34 55 , 638 , 563 . BAA Form 990 (2009) TEEAOI 11 01130110 CITIZENAUDIT.ORG PAGE #013 Form990(2009) Donors Capital Fund, Inc * [Part XI Financial Statements and Reporting 54-1934032 Page 12 El 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 consolidated basis, separate basis, or both: Separate basis D 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-I337 1 Accounting method used to prepare the Form 990: , 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 steigtaken to undergo such audits. Yes NO 2a 2b 2c 3a 3b BAA TEEA0112 02/05/10 Form 990 (2009) CITIZENAUDIT.ORG PAGE #014 ~ OMB No 1545-0047 SCHEDULE A ' - ' (Form 990 r99D_Ez) Public Charity Status and Public Support 0 Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(l) nonexempt charitable trust. open to Public D tm t f lh T _ _ ' iniigrariai lsgvgnueeserrsiiaizsgw '' Attach to Form 990 or Form 990-E2. > See separate instructions. mspechon Name of the organization Employer identication number Donors Capital Fund, Inc 54-1934032 lPartl [Reason for Public Chariy 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 170(b)(l)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E ) 3 A hospital or cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in C0ll]UFlCt|0l'l with a hospital described in section 170(b)(l)(A)(iii). 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 170(b)(1)(A)(iv). (Complete Part II.) 6 H A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(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 170(b)(1)(A)(vi). (Complete Part ll.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 [:1 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 lll ) 10 I 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 carr out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 09(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h a Type I b E Type II c [I Type III - Functionally integrated d |__l Type ||l Other e C] By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other tstbaan fotndation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section (a)( ) f If the organization received a written determination from the IRS that is a Type 1, Type ll or Type lll supporting organization, El check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? No (i) a person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? 11 (ii) a family member of a person described in (i) above? 11 (iii) a 35% controlled entity of a person described in (i) or (ii) above? 11 h Provide the following information about the supported organizations. (i) Name of Supported (ii) EIN (iii) Type of organization (iv) Is the (v) Did you notify (vi) Is the (vii) Amount of Support Organization (described on lines 1-9 or anization in col the organization in organization in col above or IRC section (i listed in your col (i) of (i) organized in the (see instructions)) cgoverning your support? U S 7 ocument? Yes No Yes No Yes No See Grantee Schedule, Pitt 5 9, 7 8 1 , 0" . Total 59,781,233. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instmctions for Form 990 or 990-E1. Schedule A (Form 990 or 990-EZ) 2009 TEE/-i040l 02/05Ii0 CITIZENAUDIT.ORG PAGE #015 Schedule A (Form 990 or 990-EZ) 2009 Donors Capital Fund, Inc 54-1 934032 | Part II 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 Calendar year (or fiscal year beginning in) > 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 (f) Page 2 (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total 6 Public support. Subtract line 5 from line 4 Section B. Total Support Calendar year (or fiscal year beginning in) > (a) 2005 (b) 2006 (C) 2007 (d) 2008 (e) 2009 (D Total 7 Amounts from line 4 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form 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 sup ort. Add lines 7 through 1 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 stop here > H Section C. Computation of Public Support Percentage 14 Public support percentage for 2009 (line 6, column (f) divided by line 1 1, column (f) 14 % 15 Public support percentage from 2008 Schedule A, Part II, line 14 15 % 16a 33-1I3 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. F D b 33-113 support test 2008. 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. ' D 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 * [:I 'lH Schedule A (Form 990 or 990-EZ) 2009 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. 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 TEE/K0402 10108109 CITIZENAUDIT.ORG PAGE #016 Schedule A (Form 990 or 990-E2) 2009 Donors Capital Fund, Inc 54-1934 032 Page 3 - [Part III 'I Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I.) Section A. Public Support Calendar year (or fiscal yr beginning in)> (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (1) Total 1 Gifts, grants, contributions and membership fees received. Do not include unusual grants } 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in a activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 through 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 amount on line 13 for the year c Add lines 7a and 7b -    -"~L S 5: ':*.~.'=.*.'~'>~'::'~*'=~= 3.-*3~=.~+ ' er a 0 8 Public support (Subtract line .:%v..,..**'1."*.:..*f.:"s.::2.~; :. we ...-- -E-*.'-utm ..:~.+.i~....a...i.:.rs.;.:"i '.s..,.:.se;..r4=.eaia- D 7c from line 6 ) '.':i;r"%3s$z; 3' ei*?*;.5'1i*.'1.5' 5. V 3,.=... V  Section B. Total Support Calendar year (or fiscal yr beginning in) > (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (1) Total 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 business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b 11 Net income from unrelated business activities not included inline 10b, whether or not the business IS regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 13 Total support. (add Ins 9. Ioc.ii.andl2) .553 32-5"-Vi-."i.L7' 1 5 3"&i..-.'..3.7".'2.-:.E."'-tn.i":*7.*.'f. :i:...f."74=~;:'3':'3'.?E::. .':=-If-J:-=;.'."'L1.~:  I 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 5 I| Section C. Computation of Public Support Percentage 15 Public support percentage for 2009 (line 8, column (1) divided by line 13, column (0) 15 % 16 Public support percentage from 2008 Schedule A, Part III, line 15 16 % Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2009 (line 10c, column (f) divided by line 13, column (0) 17 % 18 Investment income percentage from 2008 Schedule A, Part III, line 17 18 % 19a 33-1i'3 support tests 2009. If the organization did not check the box on line 14, and line 15 is more than 33-1I3%, and line 17 is not more than 33-113%, check this box and stop here. The organization qualifies as a publicly supported organization F E] b 3348 support tests 2008. If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization '* 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions 5 H BAA TEEA0403 oziisiio Schedule A (Form 990 or 990-EZ) 2009 CITIZENAUDIT.ORG PAGE #017 Schedule A (Form 990 or 990-EZ) 2009 Donors Capital Fund, Inc 54-1934032 Page4 |Part IV [Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Provide any other additional information. See instructions. BAA TEEAO404 O2l05IlO CITIZENAUDIT.ORG PAGE #018 OMB No 1545-0047 2009 Open to_ Public Inspection Employer Identication number SCHEDULE D (Form 990) Supplemental Financial Statements ' Complete if the organization answered Yes, to Fonn 990, Part IV, lines 6, 7, 8, 9, 10, 11, or 12. > Attach to Form 990. '* See separate instructions Department of the Treasury Internal Revenue Service Name of the organization Donors Capital Fund, Inc 541934032 I Part 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. (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year 20 . 2 Aggregate contributions to (during year) 56 , 57 0 , 1 67 . 3 Aggregate grants from (during year) 59 , 7 7 8 , 237 . 4 Aggregate value at end of year 55 , 375 , 24 0 . 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 [Part 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 pleasure) 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 (a) 2c d Number of conservation easements included in (c) acquired after 8/I7/06 2d 3 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 easement it holds? D Yes El No Staff and volunteer hours devoted to monitoring, inspecting. and enforcing conservation easements during the year > Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year > \|01UI-h 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section l70(h)(4)(B)(i)andl70(h)(4)(B)(ii)? |:| 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. I Part III 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. 1 a If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS I 16, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part Vlll, 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 I16 relating to these items. a Revenues included in Form 990, Part VIII, line 1 > $ b Assets included in Form 990, Part X - $ BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2009 TEEA330l 02102110 CITIZENAUDIT.ORG PAGE #019 Schedule D (Form 990) 2009 Donors Capital Fund, Inc 54-1 934 032 Page 2 ' [Part III lorganizations Maintaininggollections 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 E 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. 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 I| Yes H No IPaIl 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 D Yes D No b If Yes,' explain the arrangement in Part XIV and complete the following 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 b If 'Yes,' explain the arrangement in Part XIV. WartV lEndowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line I0. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back Ta Beginning of year balance 55, 286, 390 . 94 , 469 , 464 . bContributions 56,570,167. 41,649,571. c Net Investment earnings. gains, andlosses 3,917,740. -9,422,190. d Grants or scholarships 59, 778, 237 . 70, 858 , 213 . e Other expenditures for facilities and programs f Administrative expenses 620, 820 . 552, 242 . gEndofyearba|ance 55,375,240. 55,286,390. 2 Provide the estimated percentage of the year end balance held as. a Board designated or quasi-endowment " 1 00 . 00 % b Permanent endowment " O . 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: (i) unrelated organizations (ii) related organizations b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the organization's endowment funds. lPart VI llnvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10. Description of investment (a) Cost or other basis (b) Cost or other (c) Accumulated (d) Book Value (investment) basis (other) Depreciation 1 a Land b Buildings c Leasehold improvements d Equipment e Other Total. Add lines Ia through Ie (Column (d) must equal Form 990, Part X, column (8), line l0(c) ) -' BAA Schedule D (Form 990) 2009 TEEA3302 02102110 CITIZENAUDIT.ORG PAGE #020 ScheduleD (Form 990)2009 Donors Capital Fund, Inc 54-193-1032 Page 3 |Tart VII IlnvestmentsOther Securities See Form 990, Part X, line 12. (a) Description of security or category (b) Book value (c) Method of valuation (including name of security) Cost or end-of-year market value Financial derivatives Closely-held equity interests Other _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Total (Column (b) must equal Form 990 Part)(, co! (B) line 12 ) '' Wart Vlll I lnvestmentsProgram Related (See Form 990, Part X, line 13) (a) Description of investment type (b) Book value (c) Method of valuation Cost or end-of-year market value Total. Column 17 must ualForm 990, Am, 00/ (B)Iine 13) > I IPart IX |0ther Assets (See Form 990, Part X, line l5) (a) Description (b) Book value Investment in Caxton Select LLC 4,539,306. Investment in DCF LLC 778L688. Total. (Column (b) must equal Form 990, Part X, col. (B), line 15) * 5 , 3 1 7 , 9 9 4 . IPartX IOther Liab'i|itiei(See Form 990, Part X, line 25) (a) Description of Liability (b) Amount Federal Income Taxes Amount due Donors Trust, Inc . 73, 165 . Total. (Column (b) must equal Form 990, Part)(, col (8) line 25) > '7 3 , 1 65 . 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 tax positions under FIN 48 BAA TEEA3303 02102110 Schedule D (Form 990) 2009 CITIZENAUDIT.ORG PAGE #021 Schedule D (Form 990) 2009 Donors Capital Fund, Inc 54-1 934032 Page 4 - [Part XI [Reconciliation of Change in Net Assets from Form 990 to Financial Statements 1 Total revenue (Form 990, Part VIll,co|umn (A), line 12) 57, 298 , 374 . 2 Total expenses (Form 990, Part IX, column (A), line 25) 60, 457 , 404 . 3 Excess or (deficit) for the year. Subtract line 2 from line I -3 , 159 , 030 . 4 Net unrealized gains (losses) on investments 3 , 195 , 643 . 5 Donated services and use of facilities 6 Investment expenses 7 Prior period adjustments -2 , 004 . 8 Other (Describe in Part XIV) 9 Total adjustments (net). Add lines 4 through 8 3, 193, 639 . 10 Excess or (deficit) for the year per audited financial statements Combine lines 3 and 9 34,609 . Wart Xllteconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements 1 60, 489 , 017 . 2 Amounts included on line I but not on Form 990, Part VIII, line 12: a Net unrealized gains on investments 2a 3, 195 , 643 . b 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 3, 195, 643. 3 Subtract line 2e from |ine1 3 57, 293 , 374 . 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1. a Investments expenses not included on Form 990, Part VIII, line 7b 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 57 , 293 , 374 . [Part XIII IReconci|iation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited financial statements 1 60, 454 , 408 . 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 adjustments 2b c Other losses 2c d Other (Describe in Part XIV) 2d e Add lines 2a through 2d 2e 3 Subtract line 2e from line 1 3 60, 454 , 408 . 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investments expenses not included on Form 990, Part VIII, 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) 5 60 , 454 , 408 . IPart XIV lsupplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines Ia 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 XIII, lines 2d and 4b. Also complete this part to provide any additional information BAA TEEA3304 02102110 Schedule D (Form 990) 2009 CITIZENAUDIT.ORG PAGE #022 Schedule D (Form 99g) 2009 Donors Capital Fund, 541934032 I Ea"?-_t3Xly3] Supplemental Information (contrnued) Inc Page 5 BAA TEEA3305 07:10/09 Schedule D (Form 990) 2009 CITIZENAUDIT.ORG PAGE #023 OMB No 1545-0047 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. SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Service Name of the organization Employer identication number | Donors Capital Fund. Inc 54"1934032 [lia_"i11lI 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? D No 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States | I 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 (b) EIN (d) Amount of cash grant I Yes >i1 (h) Purpose of grant or assistance (0 Method of valuation (book. FMV. appraisal, other) (g) Description of (e) Amount of non-cash non-cash assistance (c) IRC section assistance 1 (a) Name and address of organization if applicable or government .52: _s_c13t=ad_ule_:-_ 1.=.t_a_cbe_d_ _ _ _ n...__._.___._____.. > 202 i 0 Schedule I (Form 990) 2009 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. D TEEA390'| 02110110 CITIZENAUDIT.ORG PAGE #024 Schedule I (Form 990) 2009 Donors Capital Fund, Inc 54-1934 032 Page 2 s 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. (a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of (e) 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 I Line 2 The 0r_9;'=iI_1i_z_a1= i._n_ e_<19ir_e_s_ sa_cl1_er_aLn: _rs 9133.19 r;t_ :9 _s}9r1 _a_ l_e_t1:er_ *_:et_iI_iq ___________________ _ _ BM Schedule I (Form 990) 2009 TEEA3902 02110110 CITIZENAUDIT.ORG PAGE #025 Compensation Information For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees SCHEDULE J (Form 990) OMB No I545-0047 2009 Complete if the organization answered Yes to Form 990, Part IV, line 23. D"a'"" ' W T'a5'y * Attach to Form 990. ' See separate instructions. Internal Revenue Service Open to Public Inspection Name of the organization Donors Capital Fund, Inc 54l934032 l Part I IQuestions 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 la. Complete Part ill to provide any relevant information regarding these items. First-class or charter travel Travel for companions Tax indemnification and gross-up payments Discretionary spending account Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e.g., maid, chauffeur, chef) of the boxes on line la are checked, did the organization follow a written policy regarding payment or b if an bursement or provision of all of the expenses described above? If 'No,' complete Part III to explain l'ellTl 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 CEOlExecutive 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 thecyear, did any person listed in Form 990, Part VII, Section A, line la 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 lll. 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? b Any related organization? If 'Yes' to line 5a or Sb, describe in Part ill 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? b Any related organization? If 'Yes' to line 6a or 6b, describe in Part III For person listed in Form 990, Part VII, Section A, line la, did the organization provide any nonfixed payments not described in lines 5 and 6? If 'Yes,' describe in Part III 8 Were any amounts reported in Form 990, Part Vll, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)'r if 'Yes,' describe in Part lll If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations 9 section 53 4958-6(c)? BAA For Privacy Act and Paperwork Reduction Act Notice, see the instructions for F orm 990. TEEA4l0l 02102110 Yes No 1b 2 4a X 4b X 4c X 5a X 5b X 6a X 6b X 4 7 X 8 X 9 Schedule J (Form 990) 2009 CITIZENAUDIT.ORG PAGE #026 Schedule J (Form 990) 2009 Donors Capital Fund, Inc 541934032 Page 2 _ [Part II lofficers, 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 (i) and from related organizations described in the instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990. Part VII, line la. (3) Breakdown of W-2 andlor 1099-MISC compensation (c) Retirement and (D) Nontaxame (E) Tota| of co|umn5 (F) Compensation . - d W Name c.,rs::En:::..,n W B22:::;,::;;i".::""e :;'iL$:;;; 2E.'l%LSll *e**"5 B"" D "*E3lE 9bo"ol compensation Form 990-EZ , _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __9'_ _ _ _ _ _ _ _ _ _g'_ _ _ _ _ _ _ _ ___0_' _ _ _ _ _ _ _ _ __0_' _ _ _ _ _ _ _ _ _ ___0_' _ _ _ _ _ i _ _ _ `7 Whitney L Ball (ii) 163,314. 0. 0. 0. 0. 163,314. 0. (i) (ii) (5) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ _ _ _ _ _ _ (ii) ._____.___._____._.....__________...___._.____ ___.._._.._____1._.______._..1_ (ii) BAA TEEA4lO2 02/02/10 Schedule J (Form 990) 2009 CITIZENAUDIT.ORG PAGE #027 Schedule J (Form 990) 2009 Donors Capital Fund, Inc 541934032 Page 3 EP:a:tjlIliI Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, lb, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information. : BM Schedule J (Form 990) 2009 TEEA4l O3 06I23IO9 CITIZENAUDIT.ORG PAGE #028 SCHEDULE M (Form 990) Noncash Contributions > Complete if the organizations answered 'Yes' Department of the Treasury Internal Revenue Service Name of the organization Donors Capital Fund, Types of Property ;t.Dm\lO'tU'l-b|'.Dl\)-| unl ~I _| U) 14 15 16 17 18 19 20 21 23 24 25 26 27 28 29 30a During the ear. did the organization receive by contribution any property reported in Part I, lines I-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 Inc on Fonn 990. Part IV, lines 29 or 30. '* Attach to Fonn 990. Employer identification number 54-1934032 ArtWorks of art ArtHistorica| treasures Art-Fractiona| interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property SecuritiesPublic|y traded SecuritiesClose|y held stock SecuritiesPartnership, LLC, or trust interests SecuritiesMiscel|aneous Qualified conservation contribution- Historic structures Qualified conservation contributionOther Real estateResidential Real estateCommercia| Real estateOther Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other I ( _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Other > ( _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Other I ( _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Other > ( -.J\J/\_l (8) Check if applicable (b) Number of Contributions (C) Revenues reported on Form 990, Part VIII, line lg ((0 Method of determining revenues 4 530,167. Avg value on date I'eCe2LVed Number of Forms 8283 received b the organization during the tax year for contributions for which the organization completed Form 828 , Part IV. Donee Acknowledgement purposes for the entire holding period? b If 'Yes,' describe the arrangement in Part II. 29 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 33 noncash contributions? b If 'Yes.' describe in Part II. If the organization did not report revenues in column (c) for a type of property for which column (a) is checked. describe in Part II. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA4601 02108110 Schedule M (Form 990) 2009 CITIZENAUDIT.ORG PAGE #029 ScheduIeM(Form 990)2009 Donors Capital FundJ_ Inc 541934032 Pagez IPart || lsupplemental Information. Complete this part to provide the information required by Part |, lines 30b, 32b, and 33. Also complete this part for any additional Information. BAA TEEA4602 07:21/09 Schedule M (Form 990) 2009 CITIZENAUDIT.ORG PAGE #030 OMB No 1545-0047 (";=,,3,',,,%'3.H,",g',_..;z, Liquidation, Termination, Dissolution, or Significant Disposition of Assets Complete if the organization answer 'Yes' to Form 990, Part IV, lines 31 or 32; or Fonn 990-EZ, line 36. " Attach certified copies of any articles of dissolution, resolutions, or plans. Department of the Treasury _ mama, Revenue Semce > Attach to Fonn 990 or 990 E2. Open to Public Inspection Name O the 0|-ganizauon E|'np|0yEI' idenCa0n nmbef Donors Capital Fund, Inc 541934032 |PaI'l| I Liquidation, Termination, or Dissolution. Complete uf the organization answered 'Yes' to Form 990, Part IV, line 31, or Form 990-EZ, line 36. Use Schedule N-l if additional space is needed. (g) IRC Code 1 (a) Description of asset(s) (b) Date of (c) Farr market value of (d) Method of (e) EIN of recipient (f) Name and address of recipient distributed or transaction distribution asset(s) distributed or determrnrng FMV for SBCIIOTI Of expenses paid amount of transaction asset(s) distributed or F9C'D|9nl(S) (If expenses transaction expenses lax-exempt) Of type of entrty Yes No 2 Did or Will any offrcer, director, trustee, or key employee of the organrzation' 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 organization? c Become 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 III. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ. TEEA4701 05/25109 2a 2b 2c 2d Schedule N (Form 990 or 990-EZ) 2009 CITIZENAUDIT.ORG PAGE #031 Schedule N (Form 990 or 990-EZ) 2009 Donors Capital Fund, Inc IPart I ILiquidation, Termination, or Dissolution (continued) 541934032 Page 2 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 III 4a Did the organization request or receive a determination letter from the IRS that the organization's exempt status was terminated? b if 'Yes'. provide the date of the letter. 5 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? b If 'Yes'. did the organization provide such notice? 6 Did the organization discharge or pay all liabilities in accordance with state laws? 7a Did the organization have any tax-exempt bonds outstanding during the year? b Did the organization discharge or defease tax-exempt bond liabilities in accordance with the Internal Revenue Code and state laws? c If Yes, describe in Part III how the organization defeased or otherwise settled these liabilities. If No, explain in Part III. Yes No 5a 5b 6 7a 7b |P3|1" lSaIe, 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. (b) Date of (d) Method of (e) EIN of recipient (f) Name and address of recipient distribution (c) Fair market value of asset(s) distributed or determining FMV for amount of transaction assel(s) distributed or expenses transaction expenses 1 (a) Description of asset(s) distributed or transaction expenses paid (g) IRC Code section of recipienl(s) (if tax-exempt) or type of entity See Sch N Part III 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 organization? c Become 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 significant disposition of assets? 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 III. BAA TEEA4702 0lI30llO Yes No 2a 2b 2c 2d ><><><>< Schedule N (Form 990 or 990-EZ) 2009 CITIZENAUDIT.ORG PAGE #032 Schedule Ngform 990 or 990-EZ) 2009 Donors Capital Fund, Inc 5--11934032 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 III Line I THE ORGANIZATION HAD A GREATER THAN 25% TRANSFER OF _ _ . _ _ _ _ _ _ _ .__------.-----_. .__.__.__._ _ _ _ _ % * * _ _ _ _ . _ _ _ _ i & x t __ _ _ _ _ _ _ _ _______________.__-----.-.__. _ i 1 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ - g _ _ _ _ _ _ * _ _ . _ ---1--_--. _... . r Q _ _ _ _ & _ __..__ _ _ Q _ _ _ _ _ _ _ _._____.__._x---_---___ A _ i------ _ q _ _ _ _ _ _ & _ _ _ F _ _ --.___ _ _ _ * _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ a g ..____ -i__..- .- - - % _ _ _ _-_-.-......--- i % _ ____________.1..____...---.-___. _ _ _ * _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ # _ x q _ _ _ _ i _ .__ _ * _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ a -.___. ?-_______.__.__.-.._ % _ _ _ ._-.....--------. & _ _ _ ; _ _ _ g * _ _ _ _ i ___ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ * ; * i _________. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ & s i _ _ ______. _ _ . x . & _ _ _ _ _ _ m q _ g b _ ____ _..___ _ _ _ _ _ 1 _ _ _ _._.. * _ _ i i m _ _ _ _ _ _ _ _. ._.__ _ _ _ _ _ _ _ _ _ _ _ _ _ .__ _ _ _ _ _ _ _ _ _ _ _ : # * _ _._ _ _ _ _ _ _ __ BAA TEEAAJO3 06I25I09 Schedule N (Form 990 or 990-EZ) 2009 CITIZENAUDIT.ORG PAGE #033 SCHEDULE 0 Supplemental Information to Form 990 ASE; (Form 990) pi$ Complete to provide information for responses to specic questions on D tm m h T Form 990 or to provide any additional information. Open to Public ,nff,[a, gevgnueesegifggw > Attach to Form 990. Inspection Name of the organization Employer identification number Donors Capital Fund. Inc 541934032 _P_1:- .V_I_-1_3.._ _Lir1e_ _1 F1 _ Ih_e_ 9r.9_a2i_z_a1:;<;n_ 25.113- I10. _c<_>Im_e9 1t_i9n_ ________________________ _ _ _PE _V_I: :_ _L.i.r1e_ l 20. E?.li_CY_- Jae:-e_ 1_ncLizi3u_a$s_a_=;e_p_1=<1hib_it_e9 r2rn_h_'=l\Li29_b2s1aeg=L<Ei;1y=3a~L1:h_c2m21nie3 2f_f i_1_i a_t ad _P*_l _V_I:r._ .1-i I19. .1 30. t_h:=-. 2r2a_ni_z2t;_n _ar_e echeauets 1_y_c<;nr21_1e_d_r;d_di_ss 1.09.851. i.n_tf;e_r2<=2r_d3_r sadjgch rE5_13_522=ir a_._.____._.____.______._.___.___________.___._________-__ BAA For Pnvacy Act and paperwork Reduction Act Notice, see the instructions for Forrri 990. TEEA4901 07Il7I09 Schedule 0 (Form 990) 2009 CITIZENAUDIT.ORG PAGE #034 SCHEDULE R F'" 99 Related Organizations and Unrelated Partnerships '' Complete if the organization answered Yes to Form 990, Part IV, lines 33, 34, 35, 36, or 37. Department f me Treasury > Attach to Form 990 '~ See separate instructions Internal Revenue Service Employer identification number 5 4 1 9 3 4 0 3 2 Name of the organization Donors Capital Fund, Inc Identification of Disregarded Entities (Complete if the organization answered Yes to Form 990, Part IV, line 33.) A) (B) (C) (D) (E) (F) Name. address. and IN of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling or foreign country) entity _D}: _L1..g _N_/ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __Hold raw PO Box 1305, Alexandria 22313 Land MD 14. 799,813. N/A 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.) (A) (B) (C) (D) (B (F) Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling or foreign country) (if section 501(c)(3)) entity _D9Il0_I-_I'_11-1E.r_ _Iric_-_ 2_-_2; 6_3_21 _________ _ _ Grant making 109 North Henry Street, Alexandria VA 22314 organization MD 501(c) (3) 7 N/A BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA500l 02/05/10 Schedule R (Form 990) (2009) CITIZENAUDIT.ORG PAGE #035 Schedule R (Form 990) 2009 Donors Capital Fund, Inc 541934032 Page 2 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 Jiartnership during the tax year.) (A) Name, address, and EIN of related organization (0) Legal domicile (state or foreign country) (3) Primary Activity Direct controlling entity (E) Predominant income (related, unrelated. excluded from tax under sections 512-514) (F) Share of total income Share of end-of-year assets (G) (H) Dispropor- tionate allocations? (I) Code V-UBI amount in box K-1 Yes No (Form 1065) 20 of Schedule (J) General or managing partner? Yes No .._____-__._-._.u 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 ygar.) (A) Name, address. and EIN of related organization (3) Primary Activity (C) Legal domicile (state or foreign country) (E) Direct controlling entity Type of entity (C corp, S corp, or trust) (F) Share of total income (G) Share of end-of-year assets (H) Percentage ownership TEEA5002 0210511 0 Schedule Ft (Form 990) (2009) CITIZENAUDIT.ORG PAGE #036 Sched uIeR(Form990) 2009 Donors Cap_ital Fund, Inc 54-1934032 [Part V |Transactions With Related Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34, 35, or 36.) @3050 00-3-5.- i k I Note Complete line 1 if any entity is listed in Parts II, III, 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 (i) interest (ii) annuities (iii) 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) Sale of assets to other organization(s) Purchase of assets from other organization(s) Exchange of assets Lease of facilities, equipment, or other assets to other organization(s) Lease of facilities. equipment. or other assets from other organization(s) Performance of services or membership or fundraising solicitations for other organization(s) Performance of services or membership or fundraising solicitations by other organization(s) m Sharing of facilities, equipment. mailing lists. or other assets fl 0 Sharing of paid employees Reimbursement paid to other organization for expenses p Reimbursement paid by other organization for expenses Q r Other transfer of cash or property to other organization(s) Other transfer of cash or property from other organization(s) Yes No 1a X 1bX 1c X 1d X 1e X o H 19 1h 1i 1} ik 1| X 1mX 1n X 10 X lp X lg X 1r X If 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) Transactio M36 (3-0 (C) n Amount involved (1) Donors Trust Inc 1, 800, 000. (2) Donors Trust Inc 620, 820. (3) Donors Trust Inc. 0. (4) (5) (5) BAA TEEASOO3 02i'05i'1 0 Schedule R (Form 990) (2009) CITIZENAUDIT.ORG PAGE #037 Schedule R (Form 990) 2009 Donors Capital Fund, Inc 54l934032 Paged ] 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 asset or gross revenue) that was not a related organization. See Instructions regarding exclusion for certain investment partnerships. (A) (B) (C) (D) (E) (F) (G) (H) Name, address, and EIN of entity Primary activity Legal domicile Are 3" Partners Share of end-of-year Dispropor- Code V-UBI amount General or (state or foreign 53Ct'0" assets tionate in box 20 of managing country) 501(c)(3) allocations? Schedule K-1 partner? organizations? Form (1055) Yes No Yes No Yes No BAA TEEA5004 02:05:10 Schedule R (Form 990) (2009) CITIZENAUDIT.ORG PAGE #038 Donors Capitai Fund, Inc 54-1934032 Supporting Statement of: Form 990 p 9/Gross Basis Amount Description Amount Book cost of marketable securities sold 4,118,724. Total 4,118,724. Supporting Statement of: Form 990 p 9/Line 3 Column C Description Amount UBTI from Caxton Select LLC -60,332. Total -60, 332. Supporting Statement of: Form 990 p 9/Noncash Description Amount Contributed marketable securities 520,167. Total 520,167. Supporting Statement of: Form 990 p 9/Sales of Securities Description Amount Proceeds from sale marketable securities 3,820,207. Total 3,820,207. Supporting Statement of: Form 990 p 10/Line 1 col (B) Description Amount Cash grants 59,781,233. Total 59,781,233. CITIZENAUDIT.ORG PAGE #039 Donors Capital Fund, Inc 54-1934032 Supporting Statement of: Form 990 p 10/Line llc col (C) Description Amount Audit fees 14,198. Tax return prep_aration fees 3,243. Total 17 , 44 1 . Supporting Statement of: Form 990 p 10/Line 24 col (C)1 Description Amount Tax benefit (recovery p/y tax accrual) 6,362. Corporate filing fees 40. Total -6:322. Supporting Statement of: Form 990 p 11/Line 11, column (A) Description Amount Publicly traded marketable securities FMV 1Q,516,679. Total 14516[679. Supporting Statement of: Form 990 p ll/Line 17, column (A) Description Amount Unrelated business income tax payable 112,000. Total 112,000. Supporting Statement of: Sch D, page 4/Part XI, Line 7 Description Amount Auditor's adjustment to previous year grants g,996. CITIZENAUDIT.ORG PAGE #040 Donors Capital Fund, Inc 54-1934032 Continued Supporting Statement of: Sch D, page 4/Part XI, Line 7 Description Amount Auditor ' s adjustment to prior year contributions -5, 000 . Total -2,004. CITIZENAUDIT.ORG PAGE #041 Donors Capital Fund. Inc 54-1934032 Schedule 0 (Form 990), Supplemental lnformatlon to Form 990 Form 990, Page 2, Part III, Line 1 (continued) Briefly describe the organization's mnsston: health, environment, economics, governance, foreign relations, and arts and cu1t'.ure.'and which encourage philanthropy and individual giving and responsibility as an answer to society's needs. as opposed to governmental involvement. Form 990, Page 6, Line 17 States Form 990 Filed In Connecticut Florida Illinois New York Tennessee Virginia Washington New York CITIZENAUDIT.ORG PAGE #042 - Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (v) Notication (vi) US? (vii) Amount Accuracy in Media 23-7135837 7 No Yes Yes $ 2,000 Acton Institute 38-2926822 7 No Yes Yes 501,646 Advocates for Self-Government 77-0099744 7 No Yes Yes 50,000 Agudath Israel of Illinois 36-3529801 7 No Yes Yes 25.000 Alabama Policy Institute 63-0809568 7 No Yes Yes 170,000 Alaska Policy Forum 264380206 7 No Yes Yes 50,000 Alliance Defense Fund 541660459 7 No Yes Yes 2,500 American Conservative Union Foundation 521294680 7 No Yes Yes 3,000 American Council of Trustees and Alumni 52-1870003 7 No Yes Yes 400,000 American Council on Science & Health 13-2911127 7 No Yes Yes 7,500 American Dream Coalition 41-2093676 7 No Yes Yes 75,000 American Enterprise Institute 53-0218495 7 No Yes Yes 2,706,750 American Islamic Congress 06-1634525 7 No Yes Yes 25,000 American Legislative Exchange Council 52-0140979 7 No Yes Yes 8,000 American Majority 26-1501154 7 No Yes Yes 1,710,000 Americans for Limited Government Research 52-2020468 7 No Yes Yes 2,250,000 Americans for Prosperity Foundation 52-1527294 7 No Yes Yes 1,088,000 Americans United For Life 36-3906065 7 No Yes Yes 31,000 Americares Foundation, Inc 06-1008595 7 No Yes Yes 2,000 America's Future Foundation 52-1928321 7 No Yes Yes 70,000 Arkansas Policy Foundation 71-0771091 7 No Yes Yes 10,000 Atlas Economic Research Foundation 94-2763845 7 No Yes Yes (6,000) Ayn Rand Institute 22-2570926 7 No Yes Yes 25,000 Bar-llan University 13-6192275 7 No Yes Yes 250,000 Beacon Hill Institute for Public Policy R 04-2133255 2 No Yes Yes 28,500 Bill of Rights Institute 48-0891418 7 No Yes Yes 3,500 Bluegrass Institute for Public Policy Sol 11-3691843 2 No Yes Yes 230,000 Boston College 04-2103545 7 No Yes Yes 25,000 Buckeye Institute for Public Policy Solut 31-1278593 7 No Yes Yes 502,000 Caesar Rodney Institute 26-2176691 7 No Yes Yes 177,500 Campus Crusade for Christ 95-6006173 7 No Yes Yes 3,000 Capital Research Center 524289734 7 No Yes Yes 5,500 Cascade Policy Institute 931045925 7 No Yes Yes 423,000 Catholic Diocese of Orlando 59-1215378 7 No Yes Yes 25,000 Cato Institute 23-7432162 7 No Yes Yes 82,500 Center for Competitive Politics 20-3676886 7 No Yes Yes 790,000 Center for Education Reform 52-1847187 7 No Yes Yes 1,000 Center for Government Reform 26-0877115 7 No Yes Yes 120,750 Center for Independent Thought 52-0945376 7 No Yes Yes 100,000 Center for Individual Rights 52-1600481 7 No Yes Yes 317,000 Center for the Study of Carbon Dioxide & Global C 86-0902777 7 No Yes Yes 29,400 CERGE-El Foundation 25-1725738 7 No Yes Yes 590,000 Children's Scholarship Fund 13-4002189 7 No Yes Yes 100,000 Christian Foundation for Children and Aging 43-1243999 7 No Yes Yes 2,000 Citizen Outreach Foundation 94-3178977 7 No Yes Yes 82,500 Citizens for Responsible Government Foundation, 68-0626635 7 No Yes Yes 10,000 Citizens in Charge Foundation 13-4070270 7 No Yes Yes 350,000 Civil War Preservation Trust 54-1426643 2 No Yes Yes 20,000 Clare Boothe Luce Policy Institute 54-1672138 7 No Yes Yes 2,000 Claremont Institute 95-3443202 7 No Yes Yes 41,814 Clarion Fund 20-5845679 7 No Yes Yes 75,000 Commentary, Inc 13-3610041 7 No Yes Yes 10,000 Committee for a Constructive Tomorrow 52-1462893 2 No Yes Yes 35,000 Commonwealth Foundation for Public Policy Altern 23-2473845 7 No Yes Yes 340,000 Sch A Part I - Line 1.h Page 1 of 4 CITIZENAUDIT.ORG PAGE #043 . Donors Capital. Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (v) Notication (vi) US? (vii) Amount Competitive Enterpnse Institute 52-1351785 7 No Yes Yes 235,527 Cornell University 15-0532082 7 No Yes Yes 35,000 Cumbenand College 61-0470593 7 No Yes Yes 10,000 Dallas Arboretum and Botanicle Society, Inc 23-7375815 7 No Yes Yes 50,000 David Horowitz Freedom Center 954194642 7 No Yes Yes 5,000 Donors Trust 52-2166327 7 No Yes Yes 1,800,000 Drexel University 2 No Yes Yes 14,250 Duke University 56-0532129 7 No Yes Yes 25,000 Emory University 58-0566256 7 No Yes Yes 25,000 Ethan Allen Institute 22-3092292 7 No Yes Yes 63,500 Evergreen Freedom Foundation 94-3136961 7 Yes Yes Yes 367,072 Family Research Council 52-1792772 2 No Yes Yes 146,000 Federalist Society 36-3235550 7 No Yes Yes 1,260,321 FIRE 04-3467254 7 No Yes Yes 1,073,000 Flint Hills Center for Public Policy 23-7047821 2 No Yes Yes 213,000 Florida Family Resource Center, Inc 20-2927044 7 No Yes Yes 5,000 Foundation Endowment 52-1257688 7 No Yes Yes 2,000 Foundation for Economic Education 13-6006960 7 No Yes Yes 100,000 Foundation for Ethics in Public Service 264505542 7 No Yes Yes 80,000 Foundation for Free Expression 33-0836794 7 No Yes Yes 75.000 Foundation for Jewish Camping, Inc 22-3551013 7 No Yes Yes 10,000,000 Foundation for Teaching Economics 51 -01 83347 7 No Yes Yes 5.000 Franklin Center 264066298 7 No Yes Yes 2,245,500 Free State Foundation 74-3160646 7 No Yes Yes 65,000 Free To Choose Network, Inc 524455677 7 No Yes Yes 393,607 Freedom Foundation of MN 364592698 7 No Yes Yes 245.000 Freedom Works Foundation 52-1526916 7 No Yes Yes 6,000 Friends of Israel Center for Social & Economic Pro: 13-3129249 7 No Yes Yes 80,000 Friends of the Dallas Public Library, Inc 75-2033106 7 No Yes Yes 20.000 Fund for American Studies 13-6223604 7 No Yes Yes 59,871 Galen Institute 54-1770524 7 No Yes Yes 240.000 Georgetown University 53-0196603 7 No Yes Yes 25,000 Georgia Public Policy Foundation 58-1943161 7 No Yes Yes 205,000 Global Fund for Children 56-1834887 7 No Yes Yes 10,000 GMU Foundation 54-1603842 7 No Yes Yes 350,000 Goldwater Institute 86-0597661 7 No Yes Yes 665,462 Grassroot Institute of Hawaii 99-0354937 7 No Yes Yes 247,500 Greenwich Land Trust 06-0950851 7 No Yes Yes 2.000 Harvard University 53-0199180 2 No Yes Yes 25,000 Heartland Institute 36-3309812 7 No Yes Yes 2,171,530 Heritage Foundation 23-7327730 7 No Yes Yes 9,000 Highland Park Presbyterian Church 7 No Yes Yes 1,052,000 Hillsdale College 38-1374230 7 No Yes Yes 10,000 Hoover Institution-Stanford University 94-1 156365 7 No Yes Yes 1,000 Human Rights Foundation 20-2669700 7 No Yes Yes 75,000 Illinois Policy Institute 41-2057028 7 No Yes Yes 387,500 Independence Institute 84-0990300 7 No Yes Yes 485,000 Indiana Policy Review Foundation 35-1758480 7 No Yes Yes 10,000 Institute for Humane Studies 94-1623852 7 No Yes Yes 2,500 Institute for Justice 52-1744337 2 No Yes Yes 137,500 Institute for Truth in Accounting 35-2185292 7 No Yes Yes 20,500 Institute on Religion 8i Democracy 52-1265221 7 No Yes Yes 250,000 Intercollegiate Studies Institute 23-6050131 7 No Yes Yes 1,000 James Madison Institute for Public Policy 59-2811908 2 No Yes Yes 158,000 Sch A Part I - Line 1.h Page 2 of 4 CITIZENAUDIT.ORG PAGE #044 . Donors Capital, Inc. Form 990 - 2009 Grants Sch A Partl - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (V) Notication (vi) US? (vii) Amount Jerusalem Institute for Market Studies 20-0105601 2 No Yes Yes 20,000 John K Maclver Institute for Public Policy 26-2639114 7 No Yes Yes 250,000 John Locke Foundation 564656943 7 No Yes Yes 390,600 Josiah Bartlett Center for Public Policy 22-3235650 7 No Yes Yes 221,764 Kansas Policy Institute 23-7047821 7 No Yes Yes 39,500 Leadership Institute 51 -0235174 7 No Yes Yes 17,500 Lee-Fendall House Museum 54-6076244 7 No Yes Yes 10,000 Liberty Legal Institute 75-1403169 7 No Yes Yes 125,000 Life for Kids 59-2933541 7 No Yes Yes 1,500 Lincoln Institute of Public Opinion Research 25-1704705 7 No Yes Yes 15,000 Lucy Bums Institute 20-8036372 7 No Yes Yes 342,500 Maclver Institute 7 No Yes Yes 67,000 Mackinac Center for Public Policy 38-2701547 7 No Yes Yes 910,000 Maine Heritage Policy Center 22-3888250 7 No Yes Yes 671,200 Manhattan Institute For Policy Research 13-2912529 7 No Yes Yes 183,475 Maryland Public Policy Institute 52-2199055 7 No Yes Yes 165,000 Media Research Center 54-1429009 7 No Yes Yes 12,500 Mercatus Center, GMU 54-1436224 7 No Yes Yes 3,500 Middle East Forum 23-7749796 7 No Yes Yes 1,200,000 Midland Young Life Building Foundation 75-2828138 7 No Yes Yes 5,000 Mississippi Center for Public Policy 64-0797905 2 No Yes Yes 167,000 Montana Policy Institute 20-2591461 7 No Yes Yes 226,933 Mountain States Legal Foundation 84-0736725 7 No Yes Yes 2,000 Moving Picture Institute 20-3237801 7 No Yes Yes 105,000 Mt Vernon Ladies Association 54-0564701 7 No Yes Yes 5,000 Music Mission Kiev 59-3278168 7 No Yes Yes 15,000 National Center for Policy Analysis 75-1804932 7 No Yes Yes 277,000 National Coalition for the Protection of Children an: 31-1124644 7 No Yes Yes 175,000 National Legal & Policy Center 52-1750188 7 No Yes Yes 2,000 National Right to Work Foundation 594588825 2 No Yes Yes 30,000 National Tax Limitation Foundation 51-0208455 7 No Yes Yes 300,000 National Taxpayers Union Foundation 52-1122883 7 No Yes Yes 17,500 Nevada Policy Research Institute 88-0276314 7 No Yes Yes 388,727 NFIB Legal Foundation 62-1570449 7 No Yes Yes 7,500 North Dakota Policy Council 20-8862761 7 No Yes Yes 142,500 Northwestern University School of Law 7 No Yes Yes 400,000 Ocean State Policy Research Institute 26-0731822 7 No Yes Yes 189,283 Oklahoma Council of Public Affairs 73-1436375 7 No Yes Yes 132,282 One Nation Under God Foundation 35-2176192 7 No Yes Yes 100,000 Outreach Foundation of the Presbyterian Church (I 58-1375506 7 No Yes Yes 10,000 Pacic Legal Foundation 94-2197343 7 No Yes Yes 7,000 Pacic Research Institute for Public Policy 94-2528433 7 No Yes Yes 550,000 Palmer R Chitester Fund 52-1455677 7 No Yes Yes 984,470 Partners Relief and Development 22-3786806 7 No Yes Yes 10,000 Pelican Institute for Public Policy 26-1704791 7 No Yes Yes 305,000 Philanthropy Roundtable 13-2943020 7 No Yes Yes 410,794 Pioneer Institute for Public Policy Research 22-2632081 7 No Yes Yes 85,000 Platte Institute for Economic Research 20-8809060 7 No Yes Yes 180,910 Polwarth Ministries 51-0558527 7 No Yes Yes 2,000 Prometheus Institute 20-3558542 7 No Yes Yes 125,000 Public Interest Institute 42-1347192 2 No Yes Yes 92,000 Public Policy Foundation of West Virginia 20-5955827 7 No Yes Yes - Public Service Research Foundation 58-1442675 7 No Yes Yes 28,000 Reason Foundation 95-3298239 7 No Yes Yes 76,930 Sch A Part I - Line 1.h Page 3 of 4 CITIZENAUDIT.ORG PAGE #045 - Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (V) Notication (vi) US? (vii) Amount Rhodes College 62-0476301 7 No Yes Yes 25,000 Rio Grande Foundation 85-0468446 7 No Yes Yes 122,500 Russian-American Christian University 524930894 7 No Yes Yes 100,000 Salvation Anny - Orlando Area Command 22-2406433 7 No Yes Yes 10.000 Sam Adams Alliance 20-5792227 7 No Yes Yes 3,214,500 SCRG Foundation 20-3128872 7 No Yes Yes 100,000 Security Research Associates, Inc 74-2209420 7 No Yes Yes 110.000 Shlmer College 36-2167921 7 No Yes Yes 50,000 Show Me Institute 20-1957878 7 No Yes Yes 235,000 Sky Ranch Foundation 75-2147444 7 No Yes Yes 10,000 South Carolina Policy Council 570835744 7 No Yes Yes 660,000 St Johnsbury Athenaeum 03-0183005 7 No Yes Yes 5,000 St Matthew Catholic School 53-0196617 7 No Yes Yes 10,000 State Policy Network 57-0952531 7 No Yes Yes 2,570,047 Stewards of the Range, Inc 82-0472269 7 No Yes Yes 2,000 Student Government Affairs Program 65-0348492 7 No Yes Yes 7,500 StudentNewsDaiIy com 05-0611977 7 No Yes Yes 20,000 Students for Liberty 94-3435899 7 No Yes Yes 27,500 Sutherland Institute 87-0531727 7 No Yes Yes 100,000 Taxpayers for Common Sense 52-1941122 2 No Yes Yes 12,500 Teen F L O W Youth Ministries 75-2899609 7 No Yes Yes 4,500 Tennessee Center for Policy Research 20-1808567 7 No Yes Yes 345,000 Texas Public Policy Foundation 74-2524057 7 No Yes Yes 920,000 Texas Watchdog 26-3057133 7 No Yes Yes 275,000 Thomas Jefferson Institute 51-0280185 7 No Yes Yes 94,450 Tolson Group 35-2244262 7 No Yes Yes 10,000 University of Chicago 36-2177139 7 No Yes Yes 50,000 University of Notre Dame 35-0868188 7 No Yes Yes 25,000 University of Texas - Austin 74-6000203 7 No Yes Yes 25,000 University of Virginia Foundation 54-1682176 2 No Yes Yes 25,000 US English Foundation 52-1524976 7 No Yes Yes 10,000 Villanova University 23-1352688 7 No Yes Yes 25,000 Virginia Institute for Public Policy 54-1870848 7 No Yes Yes 200,000 Washington Legal Foundation 52-1071570 7 No Yes Yes 2,000 Washington Policy Center 91-1752769 7 No Yes Yes 180,000 World Journalism Institute 7 No Yes Yes 56,000 Wyoming Liberty Group 26-2828115 7 No Yes Yes 240,000 Yankee Institute 524358144 7 No Yes Yes 313,817 Young America's Foundation 23-7042029 2 No Yes Yes 164,000 Young Life 84-0385934 2 No Yes Yes 550 TOTAL SUPPORT $ 59,781,233 Sch A Part I - Line 1.h Page 4 of 4 CITIZENAUDIT.ORG PAGE #046 -Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (V) Notication (vi) US? (vii) Amount Accuracy in Media 23-7135837 7 No Yes Yes $ 2,000 Acton Institute 38-2926822 7 No Yes Yes 501,646 Advocates for Self-Government 77-0099744 7 No Yes Yes 50,000 Agudath Israel of Illinois 36-3529801 7 No Yes Yes 25,000 Alabama Policy Institute 63-0809568 7 No Yes Yes 170,000 Alaska Policy Forum 264380206 7 No Yes Yes 50,000 Alliance Defense Fund 544660459 7 No Yes Yes 2,500 American Conservative Union Foundation 524294680 7 No Yes Yes 3,000 American Council of Trustees and Alumni 52-1870003 7 No Yes Yes 400,000 American Council on Science 8. Health 13-2911127 7 No Yes Yes 7,500 American Dream Coalition 41-2093676 7 No Yes Yes 75,000 American Enterprise Institute 53-0218495 7 No Yes Yes 2,706,750 American Islamic Congress 06-1634525 7 No Yes Yes 25,000 American Legislative Exchange Council 52-0140979 7 No Yes Yes 8,000 American Majority 26-1501154 7 No Yes Yes 1,710,000 Americans for Limited Government Research 52-2020468 7 No Yes Yes 2,250,000 Americans for Prosperity Foundation 52-1527294 7 No Yes Yes 1,088,000 Americans United For Life 36-3906065 7 No Yes Yes 31,000 Americares Foundation, Inc 06-1008595 7 No Yes Yes 2,000 America's Future Foundation 52-1928321 7 No Yes Yes 70,000 Arkansas Policy Foundation 71-0771091 7 No Yes Yes 10,000 Atlas Economic Research Foundation 94-2763845 7 No Yes Yes (6,000) Ayn Rand Institute 22-2570926 7 No Yes Yes 25,000 Bar-Ilan University 13-6192275 7 No Yes Yes 250,000 Beacon Hill Institute for Public Policy R 04-2133255 2 No Yes Yes 28,500 Bill of Rights Institute 48-0891418 7 No Yes Yes 3,500 Bluegrass Institute for Public Policy Sol 11-3691843 2 No Yes Yes 230,000 Boston College 04-2103545 7 No Yes Yes 25,000 Buckeye Institute for Public Policy Solut 31-1278593 7 No Yes Yes 502,000 Caesar Rodney Institute 26-2176691 7 No Yes Yes 177,500 Campus Crusade for Chnst 95-6006173 7 No Yes Yes 3,000 Capital Research Center 52-1289734 7 No Yes Yes 5,500 Cascade Policy Institute 934045925 7 No Yes Yes 423,000 Catholic Diocese of Orlando 59-1215378 7 No Yes Yes 25,000 Cato Institute 23-7432162 7 No Yes Yes 82,500 Center for Competitive Politics 20-3676886 7 No Yes Yes 790,000 Center for Education Reform 521847187 7 No Yes Yes 1,000 Center for Government Reform 26-08771 15 7 No Yes Yes 120,750 Center for Independent Thought 52-0945376 7 No Yes Yes 100,000 Center for Individual Rights 52-1600481 7 No Yes Yes 317,000 Center for the Study of Carbon Dioxide 8. Global C 86-0902777 7 No Yes Yes 29,400 CERGE-El Foundation 25-1725738 7 No Yes Yes 590,000 Children's Scholarship Fund 13-4002189 7 No Yes Yes 100,000 Chnstian Foundation for Children and Aging 43-1243999 7 No Yes Yes 2,000 Citizen Outreach Foundation 94-3178977 7 No Yes Yes 82,500 Citizens for Responsible Government Foundation, 68-0626635 7 No Yes Yes 10,000 Citizens in Charge Foundation 13-4070270 7 No Yes Yes 350,000 Civil War Preservation Trust 54-1426643 2 No Yes Yes 20,000 Clare Boothe Luce Policy Institute 54-1672138 7 No Yes Yes 2,000 Claremont Institute 95-3443202 7 No Yes Yes 41,814 Clarion Fund 205845679 7 No Yes Yes 75,000 Commentary, Inc 13-3610041 7 No Yes Yes 10,000 Committee for a Constructive Tomorrow 52-1462893 2 No Yes Yes 35,000 Commonwealth Foundation for Public Policy Altern 23-2473845 7 No Yes Yes 340,000 Sch A Part I - Line 1.h Page 1 of4 CITIZENAUDIT.ORG PAGE #047 - Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (I) Name (ii) EIN (iii) Type (iv) Listed (v) Notication (vi) US? (vii) Amount Competitive Enterpnse Institute 52-1351785 7 No Yes Yes 235,527 Cornell University 15-0532082 7 No Yes Yes 35,000 Cumberland College 61-0470593 7 No Yes Yes 10.000 Dallas Arboretum and Botanicle Society, Inc 23-7375815 7 No Yes Yes 50,000 David Horowitz Freedom Center 954194642 7 No Yes Yes 5,000 Donors Trust 52-2166327 7 No Yes Yes 1,800,000 Drexel University 2 No Yes Yes 14,250 Duke University 56-0532129 7 No Yes Yes 25,000 Emory University 58-0566256 7 No Yes Yes 25,000 Ethan Allen Institute 22-3092292 7 No Yes Yes 63,500 Evergreen Freedom Foundation 94-3136961 7 Yes Yes Yes 367,072 Family Research Council 52-1792772 2 No Yes Yes 146,000 Federalist Society 36-3235550 7 No Yes Yes 1,260,321 FIRE 04-34672 54 7 No Yes Yes 1,073,000 Flint Hills Center for Public Policy 23-7047821 2 No Yes Yes 213,000 Florida Family Resource Center, Inc 20-2927044 7 No Yes Yes 5,000 Foundation Endowment 52-1257688 7 No Yes Yes 2,000 Foundation for Economic Education 13-6006960 7 No Yes Yes 100,000 Foundation for Ethics in Public Service 264505542 7 No Yes Yes 80,000 Foundation for Free Expression 33-0836794 7 No Yes Yes 75,000 Foundation for Jewish Camping, Inc 22-3551013 7 No Yes Yes 10,000,000 Foundation for Teaching Economics 51 -01 83347 7 No Yes Yes 5,000 Franklin Center 26-4066298 7 No Yes Yes 2,245,500 Free State Foundation 74-3160646 7 No Yes Yes 65,000 Free To Choose Network, Inc 52-1455677 7 No Yes Yes 393,607 Freedom Foundation of MN 364592698 7 No Yes Yes 245,000 Freedom Works Foundation 52-1526916 7 No Yes Yes 6,000 Friends of Israel Center for Social 8- Economic Pro: 13-3129249 7 No Yes Yes 80,000 Friends of the Dallas Public Library, Inc 75-2033106 7 No Yes Yes 20,000 Fund for American Studies 13-6223604 7 No Yes Yes 59,871 Galen Institute 54-1770524 7 No Yes Yes 240,000 Georgetown University 53-0196603 7 No Yes Yes 25,000 Georgia Public Policy Foundation 58-1943161 7 No Yes Yes 205,000 Global Fund for Children 56-1834887 7 No Yes Yes 10,000 GMU Foundation 54-1603842 7 No Yes Yes 350,000 Goldwater Institute 86-0597661 7 No Yes Yes 665,462 Grassroot Institute of Hawaii 99-0354937 7 No Yes Yes 247,500 Greenwich Land Trust 06-0950851 7 No Yes Yes 2,000 Harvard University 53-0199180 2 No Yes Yes 25,000 Heartland Institute 36-3309812 7 No Yes Yes 2,171 .530 Hentage Foundation 23-7327730 7 No Yes Yes 9,000 Highland Park Presbytenan Church 7 No Yes Yes 1,052,000 Hillsdale College 38-1374230 7 No Yes Yes 10,000 Hoover Institution-Stanford University 94-1156365 7 No Yes Yes 1,000 Human Rights Foundation 20-2669700 7 No Yes Yes 75,000 Illinois Policy Institute 41-2057028 7 No Yes Yes 387,500 Independence Institute 84-0990300 7 No Yes Yes 485,000 Indiana Policy Review Foundation 35-1758480 7 No Yes Yes 10,000 Institute for Humane Studies 94-1623852 7 No Yes Yes 2,500 Institute for Justice 52-1744337 2 No Yes Yes 137,500 Institute for Truth in Accounting 35-2185292 7 No Yes Yes 20,500 Institute on Religion & Democracy 52-1265221 7 No Yes Yes 250,000 Intercollegiate Studies Institute 23-6050131 7 No Yes Yes 1,000 James Madison Institute for Public Policy 59-2811908 2 No Yes Yes 158,000 Sch A Part I - Line 1.h Page 2 of 4 CITIZENAUDIT.ORG PAGE #048 - Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (v) Notication (vi) US? (vii) Amount Jerusalem Institute for Market Studies 20-0105601 2 No Yes Yes 20,000 John K Maclver Institute for Public Policy 26-2639114 7 No Yes Yes 250,000 John Locke Foundation 56-1656943 7 No Yes Yes 390,600 Josiah Bartlett Center for Public Policy 22-3235650 7 No Yes Yes 221,764 Kansas Policy Institute 23-7047821 7 No Yes Yes 39.500 Leadership Institute 51-0235174 7 No Yes Yes 17,500 Lee-Fendall House Museum 54-6076244 7 No Yes Yes 10,000 Liberty Legal Institute 75-1403169 7 No Yes Yes 125,000 Life for Kids 59-2933541 7 No Yes Yes 1,500 Lincoln Institute of Public Opinion Research 25-1704705 7 No Yes Yes 15.000 Lucy Burns Institute 20-8036372 7 No Yes Yes 342,500 Maclver Institute 7 No Yes Yes 67,000 Mackinac Center for Public Policy 38-2701547 7 No Yes Yes 910,000 Maine Hentage Policy Center 22-3888250 7 No Yes Yes 671,200 Manhattan Institute For Policy Research 13-2912529 7 No Yes Yes 183,475 Maryland Public Policy Institute 52-2199055 7 No Yes Yes 165,000 Media Research Center 54-1429009 7 No Yes Yes 12,500 Mercatus Center. GMU 54-1436224 7 No Yes Yes 3,500 Middle East Forum 23-7749796 7 No Yes Yes 1,200,000 Midland Young Life Building Foundation 75-2828138 7 No Yes Yes 5,000 Mississippi Center for Public Policy 64-0797905 2 No Yes Yes 167,000 Montana Policy Institute 20-2591461 7 No Yes Yes 226,933 Mountain States Legal Foundation 84-0736725 7 No Yes Yes 2,000 Moving Picture Institute 20-3237801 7 No Yes Yes 105,000 Mt Vernon Ladies Association 54-0564701 7 No Yes Yes 5,000 Music Mission Kiev 59-3278168 7 No Yes Yes 15,000 National Center for Policy Analysis 75-1804932 7 No Yes Yes 277,000 National Coalition for the Protection of Children an: 31-1124644 7 No Yes Yes 175,000 National Legal 8 Policy Center 52-1750188 7 No Yes Yes 2,000 National Right to Work Foundation 59-1588825 2 No Yes Yes 30,000 National Tax Limitation Foundation 51-0208455 7 No Yes Yes 300,000 National Taxpayers Union Foundation 52-1122883 7 No Yes Yes 17,500 Nevada Policy Research Institute 88-0276314 7 No Yes Yes 388,727 NFIB Legal Foundation 62-1570449 7 No Yes Yes 7,500 North Dakota Policy Council 20-8862761 7 No Yes Yes 142,500 Northwestern University School of Law 7 No Yes Yes 400,000 Ocean State Policy Research Institute 26-0731822 7 No Yes Yes 189,283 Oklahoma Council of Public Affairs 73-1436375 7 No Yes Yes 132,282 One Nation Under God Foundation 35-2176192 7 No Yes Yes 100,000 Outreach Foundation of the Presbyterian Church (I 58-1375506 7 No Yes Yes 10,000 Pacic Legal Foundation 94-2197343 7 No Yes Yes 7,000 Pacic Research Institute for Public Policy 94-2528433 7 No Yes Yes 550,000 Palmer R Chitester Fund 52-1455677 7 No Yes Yes 984,470 Partners Relief and Development 22-3786806 7 No Yes Yes 10,000 Pelican Institute for Public Policy 26-1704791 7 No Yes Yes 305,000 Philanthropy Roundtable 13-2943020 7 No Yes Yes 410,794 Pioneer Institute for Public Policy Research 22-2632081 7 No Yes Yes 85,000 Platte Institute for Economic Research 20-8809060 7 No Yes Yes 180,910 Polwarth Ministnes 51-0558527 7 No Yes Yes 2,000 Prometheus Institute 20-3558542 7 No Yes Yes 125,000 Public Interest Institute 42-1347192 2 No Yes Yes 92,000 Public Policy Foundation of West Virginia 20-5955827 7 No Yes Yes - Public Service Research Foundation 58-1442675 7 No Yes Yes 28,000 Reason Foundation 95-3298239 7 No Yes Yes 76,930 Sch A Part I - Line 1.h Page 3 of4 CITIZENAUDIT.ORG PAGE #049 - Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h EIN: 52-1934032 (i) Name (ii) EIN (iii) Type (iv) Listed (v) Notication (vi) US? (vii) Amount Rhodes College 62-0476301 7 No Yes Yes 25,000 Rio Grande Foundation 85-0468446 7 No Yes Yes 122,500 Russian-Amencan Christian University 52-1930894 7 No Yes Yes 100,000 Salvation Army - Orlando Area Command 22-2406433 7 No Yes Yes 10,000 Sam Adams Alliance 20-5792227 7 No Yes Yes 3,214,500 SCRG Foundation 20-3128872 7 No Yes Yes 100,000 Security Research Associates, Inc 74-2209420 7 No Yes Yes 110,000 Shimer College 36-2167921 7 No Yes Yes 50,000 Show Me Institute 20-1957878 7 No Yes Yes 235.000 Sky Ranch Foundation 75-2147444 7 No Yes Yes 10,000 South Carolina Policy Council 57-0835744 7 No Yes Yes 660.000 St Johnsbury Athenaeum 03-0183005 7 No Yes Yes 5,000 St Matthew Catholic School 53-0196617 7 No Yes Yes 10,000 State Policy Network 57-0952531 7 No Yes Yes 2,570,047 Stewards of the Range, Inc 82-0472269 7 No Yes Yes 2,000 Student Government Affairs Program 65-0348492 7 No Yes Yes 7,500 StudentNewsDaily com 05-0611977 7 No Yes Yes 20,000 Students for Liberty 94-3435899 7 No Yes Yes 27,500 Sutherland Institute 87-0531727 7 No Yes Yes 100,000 Taxpayers for Common Sense 52-1941 122 2 No Yes Yes 12,500 Teen F L O W Youth Ministries 75-2899609 7 No Yes Yes 4,500 Tennessee Center for Policy Research 20-1808567 7 No Yes Yes 345,000 Texas Public Policy Foundation 74-2524057 7 No Yes Yes 920,000 Texas Watchdog 26-3057133 7 No Yes Yes 275,000 Thomas Jefferson Institute 51-0280185 7 No Yes Yes 94,450 Tolson Group 35-2244262 7 No Yes Yes 10,000 University of Chicago 36-2177139 7 No Yes Yes 50,000 University of Notre Dame 35-0868188 7 No Yes Yes 25,000 University of Texas - Austin 74-6000203 7 No Yes Yes 25,000 University of Virginia Foundation 54-1682176 2 No Yes Yes 25,000 US English Foundation 52-1524976 7 No Yes Yes 10,000 Villanova University 23-1352688 7 No Yes Yes 25,000 Virginia Institute for Public Policy 544870848 7 No Yes Yes 200,000 Washington Legal Foundation 52-1071570 7 No Yes Yes 2,000 Washington Policy Center 91-1752769 7 No Yes Yes 180,000 World Journalism Institute 7 No Yes Yes 56,000 Wyoming Liberty Group 26-2828115 7 No Yes Yes 240,000 Yankee Institute 52-1358144 7 No Yes Yes 313,817 Young America's Foundation 23-7042029 2 No Yes Yes 164,000 Young Life 84-0385934 2 No Yes Yes 550 TOTAL SUPPORT $ 59,781,233 Sch A Part I - Line 1.h Page 4 of 4 CITIZENAUDIT.ORG PAGE #050 Donors Capital Fund, Inc. (I) Grantee Accuracy in Media Acton Institute Acton Institute Acton Institute Advocates tor Sell-Govemment Agudath Israel ol Illinois Alabama Policy Institute Alabama Policy Institute Alabama Policy lnsutute Alabama Policy Institute Alabama Policy Institute Alaska Policy Forum Alliance Defense Fund Arnencan Conservative Union Foundation Amencan Conservative Union Foundation Amencan Council of Trustees and Alumni Amencan Council of Trustees and Alumni American Council on Science 5 Health Amencan Dream Coalition Amencan Enterpnse Institute Arnencan Enterpnse Institute Amencari Enterpnse Institute Amencan Enterpnse Instnute Amencan Enterpnse Institute Amencan lslaniic Congress Amencan Legislative Exchange Council Amencan Matonty Amencan Matonty American Matonty American Matonty Arnencan Metoitty Amencan Matonty American Matonty Amencan Matonty Amencan Matortty Amencan htatonty Amencan Matonty Amencan Matonty Amencans for Limited Govemment Research Amencans for Limited Govemment Research Amencans tor Prospenty Foundation Amencans tor Prospenty Foundation Amencans for Prospenty Foundation Arriencans for Prospenty Foundation Amencans for Prospenty Foundauon Arnencans United For Life Amencares Foundation, Inc Amenca's Future Foundation Arkansas Policy Foundation Atlas Econornc Research Foundation Atlas Economic Research Fm " I Atlas Economic Research Foundation Ayn Rand Institute Bar-ltan university Beacon Hill Institute for Public Policy R Bill of Rights Institute Bill of Rights Institute Bluegrass Institute for Public Polim; Sol Bluegrass Institute (or Public Poliqi Sol Bluegrass Institute for Public Policy Sol Bluegrass Institute {or Public Policy Sol Bluegrass Institute for Public Policy Sol Boston College 4455 Connecticut Avenue NW. Suite 330 161 Ottawa NW Suite 301 161 Ottawa NW. Suite 301 161 Ottawa NW. Suite 301 1010 N Tennessee St Suite 8170 N MCCOr1'1'ttclt 402 Office Park Dnve. Suite 300 402 Office Park Dnve. Suite 300 402 Office Park Dnve. Suite 300 402 Office Park Dnve. Suite 300 402 Office Park Dnve. Suite 300 201 Banowta 15100 N 90th Sheet 1007 Cameron Street 1007 Cameron Street 1726 M Street NW, Suite 802 1726 M Street NW. Suite 602 1995 Broadway, 2nd Floor 3711 NW 59th Place 1150 Seventeenth Street, NW 1150 Seventeenth Street, NW 1150 Seventeenth Street, NW 1150 Seventeenth Street, NW 1150 Seventeenth Su'eet, NW 1718 M Street, NW Suite 243 1101 Vermont Ave , NW, 11th FL 117 North 21st Street, Suite 4 117 North 21st Street. Suite 4 117 Nonh 21st Street Suite 4 117 North 21st Street Suite 4 117 North 21st Street Suite 4 117 North 21st Street Suite 4 117 North 21st Street, Suite 4 117 North 21st Street, Suite 4 117 North 21st Street Suite 4 117 North 21 st Street. Suite 4 117 North 21st Street Suite 4 117 North 21st Street. Suite 4 9900 Main Street, Suite 303 9900 Main Street, Suite 303 2111 Vtnlson Blvd Ste 350 2111 Wilson Blvd Ste 350 2111 Wilson Blvd, Ste 350 2111 \Mlson Blvd Ste 350 2111 Vlnlson Blvd, Ste 350 310 South Peona Street #500 88 Hamilton Avenue 1899 L Street NW 12th Floor 111 Center Street Suite 1200 1201 L Street, NW 1201 L Street, NW 1201 L Street, NW 2121 Alton Parkway, Suite 250 160 E 56th Street Suttolk University, 6 Ashburton 200 N Glebe Road Suite 200 200 N Glebe Road, Suite 200 PO Box 11706 PO Box 11706 PO Box 11706 PO Box 11706 PO Box 11706 140 Commonwealth Avenue Place Address Washington Grand Rapids Grand Rapids Grand Rapids Cartersvilla Skokie Birmingham Birmingham Birmingham Birmingham Birmingham Anchorage Scottsdale Alexandna Aleitandna Washington Washington New York Painesville Washington Washington Washington Washington Washington Washington Washington Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Purcellville Fairtait Fairfax Arlington Arlington Arlington Arlington Arlington Chicago Stamlord Washington Little Rock Washington Washington Washington Irvine New York Boston Arlington Arlington Lexington Lexington lexington I exington Lexington Chestnut Hill DC MI MI MI GA AL AL AL AL AL AK VA VA DC DC NY FL DC DC DC DC DC DC DC VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA CT DC AR DC DC DC CA NY VA VA KY Fonn 990 - 2009 Grants Sch I Part II - Line1 20006 49503 49503 49503 30120-8528 60076 35223 35223 35223 35223 35223 99501-2429 85260 22314 22314 20036 20036 10023-5660 32653 20036 20036 20036 20036 20036 20036 20005 20132 20132 20132 20132 20132 20132 20132 20132 20132 20132 20132 20132 22031 22031 20001 20001 20001 20001 20001 60607 06902 20036 72201 20005 20005 20005 92606-4926 10022 02106-2770 22203 22203 40577-1706 40577-1706 40577-1706 40577-1706 40577-1706 02467 (b) EIN 23-7135637 38-2926622 36-2926822 36-2926622 77-0099744 3B3529601 63-0609566 6341609568 63-0609566 630809566 63-0609566 2641360206 544660459 524294660 52-1294660 52-1670003 52-1870003 13-2911127 41-2093676 53-0216495 53-0218495 53-0216495 53-0216495 53-0216495 06-1634525 52-0140979 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-1501154 26-15011 54 52-2020466 52-2020466 52-1527294 52-1527294 52-1527294 524527294 524527294 36-3906065 064006595 524926321 71-0771091 94-2763845 94-2763645 94-2763645 22-2570926 13-6192275 04-2133255 48-0691416 48-0691416 11-3691643 1 1-3691643 1 1-3691643 11-3691643 11-3691643 04-2103545 (c) IRC so 1 (c)(3) 501(c)(3) 501(c)(3) 501 (c)t3) so 1 (c,)(3) 501(c)(3) 501 (c)t3) 501(c)(3) 501 (c)(3) 501 (c)(3) so1 (c)(3) 501(c)(3) 501(c)(3) so1 (c)(3) 501 (1-,)(3) so 1 (c)(3) so 1 (c)t3) so 1 (c)(3) 501(c)(3) 501(c)(3) so 1 (c)t3) 501(c)(3) 501(c)(3) 501(c)(3) soi (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 (1-.)(a) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) soi (c)(3) 501 (C)13) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) 50116113) 501 (c)(3) 501 (C)(3) 501 (c)(3) sot (c)(3) 501 (C)13) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) so 1 (c)(3) 501 (C113) 501 (6)13) 501 (c)(3) 501 (c)t3) 501 (c)t3) 501 (6)13) 501 (c)(3) 501 (c)(3) 501 (c)t3) so 1 (c)(3) so 1 (c)(3) so 1 (c)(3) 501 (i:)ta) (d) Cash 2.000 S 20 000 213.000 266.646 50 000 25 000 10 000 15 000 15 000 50 000 60.000 50 000 2,500 1,000 2.000 150,000 250.000 7.500 75.000 2.500 125 000 260 000 299 250 2.000.000 25 000 6.000 125,000 125 000 125.000 125.000 125.000 125 000 125 000 125.000 125.000 135,000 200,000 250.000 750.000 1,500,000 10 000 25 000 25 000 26 000 1,000,000 31 000 2,000 70 000 10,000 (10,000) 2,000 2.000 25 000 250.000 28 500 1.000 2.500 30 000 35.000 35.000 50,000 60 000 25,000 (at Non4:esh EIN. 52-1934032 (ht Purpose for general operations for translation protect to match halfol the conference expenses for general operations. 5% of 2008 expenses for general operations for the State of Illinois School Choice protect for transparency protect for the toumalism protect for the toumalism protect tor an expert Alabama state budget analyst assistant for transparency protect for general operations for general operations to t'und meals for volunteers for general operations for general operations for the US News and Counselors protect tor the Thanltsgiving Menu for transparency protect tor general operations for Tip of the Spear protect tor the work of Roger Scrulon for general operations to support the National Research lnialive for general operations tor the opening lunch at the Spnng Task Force Summit 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 health care protect for general operations for general operations for activities in WI. including an expenmental education program for the toumalism protect for Foundation's public education activities on health reform in WI for general operations for general operations for general operations for the 2009 on the Road protect for general operations 2008 grant retumed in 2009 for general operations for Instituto de Libertad y Desarrollo for general operations for the International program in communications and intonriation strategy for education fiinding and school performance work for general operations for general operations for direct mail efforts for lransparanqi protect for transparency protect for general operations for transparenqi protect to establish the JMC-Ventas Higher Education Initiative Schedule I Part II Line 1 Paget of 10 CITIZENAUDIT.ORG PAGE #051 Donors Capital Fund, Inc. (a) Grantee Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solul Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut Buckeye lnsutute for Public Policy Solut Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solul Caesar Rodney Institute Caesar Rodney Institute Caesar Rodney Institute Caesar Rodney Institute Caesar Rodney Institute Campus Crusade lor Chnst Capital Research Center Capital Research Center Cascade Policy Institute Cascade Policy Institute Cascade Policy Institute Cascade Policy Institute Cascade Policy Institute Cascade Policy Institute Cascade Policy Institute Cascade Policy Institute Catholic Diocese of Orlando Cato Institute Cato Institute Cato Institute Cato Institute Center for Competitive Politics Center tor Competitive Politics Center for Competitive Politics Center for Competitive Politics Center for Education Ratonn Center tor Govemment Retonn Center for Govemrnent Relorm Center tor Independent Thought Center for Individual Rights Center for Individual Rights Center for Individual Rights Center tor Individual Rights center for the Study of Carbon Dioxide 8 Global Change CERGE-El Foundauon Children's Scholarship Fund Chnstian Foundation for Children and Aging Chnstian Foundation for Children and Aging Citizen Outreach Foundation Ciuzens for Responsible Govemment Foundation Inc Citizens in Charge Foundation Citizens in Charge Foundation Civil War Preservation Trust Clare Boothe Luce Policy Institute Claremont Institute Claremont Institute Clanon Fund Clanon Fund Commentary, Inc Committee tor a Constructive Tomorrow Committee for a Constructive Tomorrow Commonwealth Foundation tor Public Poliqi Altemat 88 East Broad Street. Suite 1120 88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120 88 East Broad Street. Suite 1120 88 East Broad Street. Suite 1120 88 East Broad Street, Surle 1120 88 East Broad Street. Suite 1120 PO Box 795 PO Box 795 PO Box 795 PO Box 795 PO Box 795 100 Lake Hart Dnve. Dept 2400 1513 16th Street, NW 1513 16th Street, NW 4850 SW Scholls Feny Road, Ste 4850 SW Scholls Feny Road, Ste 4850 SW Scholls Feny Road, Ste 4850 SW Scholls Fem; Road, Ste 4850 SW Scholls Ferry Road. Ste 4850 SW Scholls Feny Road, Ste 4850 SW Scholls Ferry Road, Ste 4850 SW Scholls Ferry Road. Ste PO Box 1800 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 91017th Street, NW, #1120 801 W Nonon Street, FL 1 801 W Nonon Street, FL 1 73 Spnng Street, Suite 408 1233 20th Street, NW Suite 300 1233 20th Street. NW. Suite 300 1233 20th Street, NW. Suite 300 1233 20th Street. NW Suite 300 15230 Championship Dnve 715 Queen Anne Road 8 West 38th Street, 9th Floor 1 Elmwood Avenue 1 Elmwood Avenue 767 Benedict Dnve 777 Wlsconsin Avenue, Ste 2000 2050 Old Bndge Raod, Suite 103 2050 Old Bndge Raod, Suite 103 1156 15th Street, NW, Suite 900 112 Elden Street Suite P 937 West Foothill Blvd Suite E 937 West Foothill Blvd. Suite E 255 West 36th Street. Surte 800 255 West 36th Street. Suite 800 165 East 56th Street 621 Harvest Court 621 Harvest Court 225 State Street. Suite 302 103 103 103 103 103 103 103 103 Form 990 - 2009 Grants Sch I Part II - Line1 Address (ls) EIN (c) IRC Columbus OH 43215-3506 31-1278593 501 (c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) coturrit-ius OH 43215-3506 31-127359: 501(c)(3) Columbus OH 43215-3506 31-1276593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Columbus OH 43215-3506 31-1278593 501(c)(3) Dover DE 19903-0795 26-2176691 501(c)(3) Dover DE 19903-0795 26-2176691 501(c)(3) Dover DE 19903-0795 26-2176691 501(c)(3) Dover DE 19903-0795 26-2176691 501(c)(3) Dover DE 19903-0795 26-2176691 501(c)(3) Orlando FL 32832 9516006173 501(c)(3) Washington DC 20036-1480 52-1289734 501(c)(3) Washington DC 20036-1480 52-1289734 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Portland OR 97225 931045925 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Portland OR 97225 93-1045925 501(c)(3) Orlando FL 32802 59-1215378 501(c)(3) Washington DC 20001-5403 23-7432162 501(c)(3) Washington DC 20001-5403 23-7432162 501(c)(3) Washington DC 20001-5403 23-7432162 501(c)(3) Washington DC 20001-5403 23-7432162 501(c)(3) Aleitandna VA 22314 20-3676886 501(c)(3) Aleitandna VA 22314 20-3676886 501(c)(3) Alexandna VA 22314 20-3676886 501(c)(3) Alexandna VA 22314 20-3676886 501(c)(3) Washington DC 20006 52-1847187 501(c)(3) Muskegon MI 49441 26-0877115 501(c)(3) Muskegon MI 49441 26-0877115 501(c)(3) New York 10012 52-0945376 501(c)(3) Washington 20036-1609 52-1600481 501(c)(3) Washington 20036-1609 52-1600481 501(c)(3) Washington 20036-1609 52-1600481 501(c)(3) Washington DC 20036-1609 52-1600481 501(c)(3) Haymarket VA 20169 815-0902777 501(c)(3) Tea neck NJ 07666 25-1725738 501(c)(3) New York NY 1oo1a 13-40021139 501(c)(3) Kansas City KS 66103 43-1243999 501(c)(3) Kansas City KS 66103 43-1243999 501(c)(3) Las Vegas NV 89110 94-3178977 501(c)(3) Milwaukee IM 53202-5319 68-0626635 501(c)(3) Lake Ridge VA 22192 13-4070270 501(c)(3) Lake Ridge VA 22192 13-4070270 501(c)(3) Washington DC 20005 54-1426643 501(c)(3) Hemdon VA 20170 54-1672138 501(c)(3) Claremont CA 91711 95-3443202 501(c)(3) Claremont CA 9171 1 95-3443202 501(c)(3) New York NY 10018 20-5845679 501(c)(3) New York NY 10018 20-5845679 501(c)(3) New York NY 10022 13-3510041 501(c)(3) Bel Air MD 21014 52-1462893 501(c)(3) Bel Air MD 21014 52-1462893 501(c)(3) Hamsburg PA 17101 23-2473845 501(c)(3) 5838 (d) Cash 3.000 14,000 14,000 20 000 25,000 26 000 50 000 50.000 80 000 100 000 120 000 20.000 22.500 32.500 45.000 57.500 3.000 2 500 3 000 10.000 15,000 32,500 32,500 55,000 80,000 83,000 1 15 000 25 000 2,500 5.000 25.000 50.000 5.000 35.000 350.000 400.000 1 000 36.000 84.750 100,000 2.000 15.000 150,000 150 000 29.400 590.000 100,000 1,000 1.000 82 500 10.000 150 000 200 000 20 000 2.000 1 000 40.814 25.000 50.000 10.000 10.000 25.000 10 000 (e) Non-cash EIN: 52-1934032 (h) Purpose for the development 8 capacity efforts for the joumalism project for the joumalism project lor the 1851 Constitutional Law Center tor transparency project tor the litigation center transition project lor the litigation center project tor direct mail efforts for a development director (or transparenqv project for general operations and capacity building for the organization's start-up for general operations and capacity building for capacity building for the joumalism project for transparency project for Hungry For Truth Bibles Campaign 2009 for general operations for general operations for transparency project for direct mail activities tor the joumelism project for the joumalism project for transparenq project for general operauons and capacity building for the journalism project for a cap and tradelclimate change transparenq video for Our Catholic Appear for general operations for general operations for general operations for general operauons for general operations to support the First Amendment nght to petition litigauon tor general operations $350,000 tor general operations and $50,000 for mail project for general operations to suppon activrties to educate the public about the actnnties of school boards for transparency project for ongoing Stossell project for general operations for general operations to support litigation protecting the constitution for general operations for Science and Public Policy Institute tor the expansion of undergraduate program in economics program tor general operations for the benet of Jose Mane Santos do Jose (CH449732) for the benet ot Arsenio Sonana Calera (CH3a7490) for the 2009 news bureau project for the public education project on the budget and nance for educational work for general operations tor the Appomattox and Vicksburg areas for general operations tor general operations for general operations tor research on cable distribution of lm products tor general operations for general operations for the Environmental Education Fund for the Copenhagen Project for health care project Schedule I Pan II Line 1 CITIZENAUDIT.ORG PAGE #052 Donors Capltal Fund, Inc. (a) Grantee Commonwealth Foundation for Public Policy Altemat commonwealth Foundation for Public Policy Altemat Commonwealth Foundation for Public Policy Altemat Commonwealth Foundation for Public Policy Altemat commonwealth Foundation for Public Policy Atiemat Competitive Enterpnse Institute Competitive Enterpnse Institute Competitive Enterpnse Institute Competitive Enterpnse lnstitute Comell University Cumbertand College Dallas Arboretum and Botanicle Society, Inc David Horowitz Freedom Center Donors Trust Donors Tnist Donors Tnist Donors Tnist Donors Trust Donors Trust Donors Trust Drexel University Duke University Emory University Ethan Allen Institute Ethan Allen Institute Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundauon Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Family Research Council Family Research Council Federalist Society Federalist Society FIRE FIRE FIRE FIRE Flint Hills Center for Public Policy Flint Hills Center for Public Policy Flint Hills Center for Public Policy Flint Hills Center for Public Policy Flonda Family Resource Center, Inc Foundation Endowment Foundation for Economic Education Foundation for Ethics in Public Service Foundation for Free Expression Foundation for Jewish Camping, Inc Foundation for Jewish Camping, Inc Foundation for Teaching Economics Franklin Center Franklin Center Franklin Center Franklin Center Franklin Center Franklin Center Franklin Center 225 State Street Suite 302 225 State Street, Suite 302 225 State Street, Suite 302 225 State Street, Suite 302 225 State Street, Suite 302 1699 L Street, NW, 12th FL 1099 L Street, NW, 12th FL 1699 L Street NW, 12th FL 1699 L Street, NW, 12th FL ftitcgraw Hall, Room 324 6191 Coege Station Dnve 6617 Garland Road 14146 Magnolia Blvd. Suite 103 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 3141 chestnut Street, Suite 225 PO Box 90204 1599 Clifton Road NE 4th FL 4636 Kirby Mountain Road 4636 Kirby Mountain Road PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 PO Box 552 601 G Street, NW 601 G Street, NW 1015 10th Street, NW. Suite 425 1015 18th Street, NW, Suite 425 601 Walnut Street Suite 510 601 Walnut Street. Suite 510 601 Walnut Street, Suite 510 601 Walnut Street Suite 510 250 N Water Street, #216 250 N Water Street, #216 250 N Water Street, #216 250 N Water Street, #216 PO Box 1441 611 Cameron Street 30 South Broadway 333 Sayetville Street 260 Newport Center Dnve Ste 100 15 West 36th Street, 13th FL 15 West 36th Street, 13th FL 260 Russell Boulevard 547 South 7th Street #176 547 South 7th Street #176 547 South 7th Street #176 547 South 7th Street #176 547 South 7th Street#176 547 South 7th Street #176 547 South 7th Street #176 Form 990 - 2009 Grants Sch I Part II - Line 1 Address (b) EIN (c) IRC i-iiimsburg PA 17101 2:1-2473945 501(c)(3) Hamsburg PA 17101 23-2473645 501(c)(3) Harnsburg PA 17101 23-2473945 501(c)(3) Hamsburg PA 17101 23-2473645 501(c)(3) Hamsbung PA 17101 23-2473645 501(c)(3) Washington DC 20036 52-1351765 501(c)(3) Washington DC 20036 52-1351765 501(c)(3) Washington DC 20036 52-1351765 501(c)(3) Washington DC 20036 52-1351765 501(c)(3) Ithaca NY 14653 15-0532062 501 (c)(3) Wllliamsburg KY 40769-1372 61-0470593 501(c)(3) Dallas TX 7521 B 23-7375615 501(c)(3) Shemian Oaks CA 91423 95-4194642 501(c)(3) Alexandna VA 22314-2903 52-2166327 501(c)(3) Alexandna VA 22314-2903 52-2166327 501(c)(3) Alexandna VA 22314-2903 52-2166327 501(c)(3) Alexandna VA 22314-2903 52-2166327 501(c)(3) Alekandna VA 22314-2903 52-2166327 501(c)(3) Alexandna VA 22314-2903 52-2166327 501(c)(3) Alexandna VA 22314-2903 52-2166327 501(c)(3) Philadephia PA 19104 501(c)(3) Durham NC 27706 56-0532129 501(c)(3) Atlanta 30322 5643566256 501(c)(3) Concord 05624-9505 223092292 501(c)(3) Concord 05624-9505 22-3092292 501(c)(3) Olympia WA 96507-0522 94-3136951 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Olympia WA 99507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) oiympia WA 99507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Olympia WA 96507-0522 94-3136961 501(c)(3) Washington DC 20001-3729 52-1792772 501(c)(3) Washington DC 20001-3729 52-1792772 501(c)(3) washingion DC 20036 36-3235550 501(c)(3) Washington DC 20036 36-3235550 501(c)(3) Philadelphia PA 19106 04-3467254 501(c)(3) Philadelphia PA 19106 04-3467254 501(c)(3) Philadelphia PA 19106 04-3467254 501(c)(3) Philadelphia PA 19106 04-3467254 501(c)(3) Wlchita KS 67202-1215 23-7047621 501(c)(3) Wichita KS 57202-1215 23-7047921 501(c)(3) Wichita KS 67202-1215 23-7047621 501(c)(3) Wichita KS 67202-1215 23-7047621 501(c)(3) Orlando FL 34766-1441 20-2927044 501(c)(3) Alexandna VA 22314 52-1257666 501(c)(3) Irvington-an-Hudson NY 10533-2529 13-6006960 501(c)(3) Raleigh NC 27601 26-4 505542 501(c)(3) Newport Beach ca 92660 33-0636794 501(c)(3) New York NY 10019 22-3551013 501(c)(3) New York NY 10016 22-3551013 501(c)(3) Davis CA 95616-3639 51-0163347 501(c)(3) Bi.-.mari:k ND 59504 264066298 591 (c)(3) Bismarck ND 56504 26-4066296 501(c)(3) Bismarck ND 59504 26-4066296 501(c)(3) Bismarck ND 56504 26-4066296 501(c)(3) Bismarck ND 56504 26-4066299 501(c)(3) Bismarck ND 59504 26-4066299 501(c)(3) Bismarck ND 59504 2641066296 501(c)(3) 5'3; (d) Cash 10 000 30,000 60 000 100,000 130,000 37,500 50,000 52,027 95,000 35,000 10,000 50,000 5,000 5.000 25.000 150,000 210,000 400,000 1,000,000 10,000 14,250 25,000 25,000 17,500 46 000 2 500 4,300 11,000 11,000 15,000 25,000 25,600 32,300 36 872 100,000 100,000 26 000 120,000 200,000 1,050,321 83,000 140,000 350,000 500,000 39,500 43,500 45 000 85 000 5,000 2,000 100 000 00,000 75,000 500,000 9,500,000 5,000 20 000 40.000 45,000 60,500 74,000 66,500 90,000 (0) Non-cash EIN: 52-1934032 (li) Purpose tor bansparenqr project for direct mail activities for the news bureau project for the joumelism project for transparency project as a rriatching grant for the Free Enterpnse Project for EPA Cover Up project tor general operations tor general operations to establish a Jack Miller Post-Doctoral Fellowship for general operations for the Rory Meyers Children's Garden for general operations for a strategic venture hind for general operations for a donor advised hind tor a donor advised hind for a donor advised fund tor a donor advised hind tor a donor advised fund to support a student event with John Stossel to estabtish the 'JMC-Ventas Higher Education Initiative Post Doctonal program to establish the 'JMC-Venlas Higher Education Initiative Post Doctonal program tor website changes tor transparency project tor general operations to support ALEC for the joumelism project for the joumelism project for higher education project for transparency project for direct rriail efforts for 2009 news bureau project for the litigation center project for transparenoj project for general operations and capacity building for general operations for general operations for the New Jersey effort for general operations for college guide book for one Jackson Fellowship for general operations for general operations for the journalism project for 2009 news bureau project to hire a marketing director for transpaienw project for kids back to school shoes for general operations for general operations for general operations for publicizing woman's opression for the Eden Village Camp for general operations for general operations for the joumalism project for 2009 news bureau project for 2009 news bureau project for 2009 news bureau project for 2009 news bureau project for general operations for training, educational activities. and general operations Schedule I Part II Line 1 Pages of 10 CITIZENAUDIT.ORG PAGE #053 Donors Capital Fund, Inc. (I) Grantee Franklin Center Franklin Center Franklin Center Franklin Center Franklin Center Franklin Center Franklin Center Free State Foundation Free To Choose Network Inc Freedom Foundation of MN Freedom Foundation of MN Freedom Foundation or MN Freedom Foundation 01 MN Freedom Foundation 01 MN Freedom Foundation ot MN Freedom Works FOUl"ld&1IOI1 Freedom Works Foundation Fnends of Israel Center for Social s Economic Progress Fnends ot Israel Center for Social 5 Economic Progress Fnends ot the Dallas Public Library Inc Fund for Amencan Studies Fund for Amencan Studies Galen Institute Georgetown University Georgia Public Policy Foundation Georgia Public Policy Foundation Georgia Public Policy Foundation Georgia Public Policy Foundation Global Fund for Children GMU Foundation Goldwater Institute Goldwater Institute Goldwater Institute Goldvimter Institute Goldwater Institute Goldwater Institute Goldwater Institute Grassroot lnsutute ot Havimii Grassroot Institute 01 Hawaii Grassroot Institute of Hawaii Grassroot Institute 01 Hawaii Greenwich Land Trust Harvard University Harvard University Harvard University Heartland Institute Heartland Institute Heartland Institute Heartland Institute Heartland Institute Heartland Institute Hentage Foundation Hentage Foundation Hentage Foundation Highland Park Presbytenan Church Highland Park Presbytenan Church Highland Park Presbytanan Church Highland Park Presbytenan Church Hillsdale College Hoover Institution-Stanford University Human Rights Foundation Human Rights Foundation Illinois Policy Institute 547 South 7th Street #176 547 South 7th Street 4176 547 South 7th Street #176 547 Sout.I1 7th Stree1#176 547 South 7th Street #176 547 South 7th Street #176 547 South 7th Street #176 PO Box 60600 2002 Filmore Avenue Suite 1 19 South First Street. B-1501 19 South First Street. B-1501 19 South First Street. B-1501 19 South First Street B-1501 19 South First Street B-1501 19 South First Street B-1501 601 Pennsylvania Ave , NW. #700 601 Pennsylvania Ave . NW. #700 100 Front So-eet. Suite 945 100 Front Street. Suite 945 1515 Young Street 1706 New Hampshire Ave . NW. Ste 400 1706 New Hampshire Ave NW. Ste 400 PO Box 320010 Address Bismarck Bismarck Bismarck Bismarck Bismarck Bismarck Bismarck Potomac Ene Minneapolis Minneapolis Minneapolis Minneapolis Minneapolis Mlnr-ll! Washington Washington West Conshohocken West Conshohocken Dallas Washington Washington Alexandna 675 Intercultural Center 37th and O St NW Washington 6100 Lake Forrest Dnve. Suite 110 6100 Lake Forrest Dnve. Suite 110 6100 Lake Forrest Dnve. Suite 110 6100 Lake Forrest Dnve. Suite 110 1101 14th Street NW. Suite 420 4400 University Dnve. #MS 1A3 500 E Coronado Road 500 E Coronado Road 500 E Coronado Road 500 E Coronado Road 500 E Coronado Road 500 E Coronado Road 500 E Coronado Road 1314 S King Street #1163 1314 S King Street #1163 1314 S King Street. #1163 1314 S King S1reat.#1183 132 East Putnam Avenue. Suite D 1737 Cambndge Street. Room 417 1737 Cambridge Street. Room 417 1737 Cambndge Street. Room 417 19 South LaSalle Street Suite 903 19 South LaSalle Street. Suite 903 19 South Lasalle Street. Suite 903 19 South LaSa|la Street. Suite 903 19 South Lasalle Street. Suite 903 19 South Lasalle Street. Suite 903 214 Massachusetts Avenue. NE 214 Massachusetts Avenue. NE 214 Massachusetts Avenue NE 3821 University Blvd 3821 University Blvd 3821 University Blvd 3821 University Blvd 33 East College 434 Galev Mall 350 East 5th Avenue. Suite 4515 350 East 5th Avenue. Suite 4515 190 South LaSalle St . Ste 2130 Atlanta Atlanta Atlanta Atlanta Washington Fairfax Phoenix Phoenix Phoenix Phoenix Phoenix Phoenix Phoenix Honolulu Honolulu Honolulu Honolulu Cos Cob Cambndge Cambndge Cambndge Chicago Chicago Chicago Chicago Chicago Chicago Washington Washington Washington Dallas Dallas Dallas Dallas Hillsdala Stanford New York New York Chicago ND ND ND ND ND ND ND MD PA MN MN MN MN MN MN DC DC PA PA TX DC DC VA DC GA ?668'3i'&"22!Ei':EE5=r=i=1;i=i=i88l5 X I- K I- X I- E ( U > 2 >- Z :3 Form 990 - 2009 Grants Sch I Part II - Line 1 58504 58504 58504 58504 58504 58504 58504 20859 16506 55401 55401 55401 55401 55401 55401 20004 20004 19428 19428 75201 20009 20009 22320-0010 20057 30328-3835 30328-3835 30328-3835 30328-3835 20005 22030-4444 85004 85004 85004 85004 85004 85004 85004 96814 96614 96814 96814 06807 02138 02138 02138 60603-41 11 60603-4111 60603-4111 60603-4111 60603-4111 60603-411 1 20002-4999 20002-4999 20002-4999 75205-1781 75205-1781 75205-1781 75205-1781 49242 94305-6010 10118 10118 60603 (b) EIN 264066298 264066298 254056299 254055299 264066295 264066298 264066298 74-3160646 52-1455571 384592698 364592698 364592598 354592599 354592590 354592690 524526916 524525915 I3-3129249 13-3129249 75-2033106 1:1-5223504 1345223604 541710524 530195503 584943161 584943161 5a-1943151 551943161 564834687 544503542 550597551 860597661 864597661 550597551 88-0597661 86-0597661 550597551 990354937 990354937 990354937 990354937 06-0950851 55-0199150 53-0199130 5341199150 3541309512 354309912 36330981 2 36-3309812 35-3309512 :15-3309512 237327730 234327730 257327730 38-1 3742 30 94-1 156365 20-2669700 20-2669700 41 -2 057028 1:) IRC 501 1:11:11 501(c)(3) 501(c)(3) 5011:1131 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501 11:11:) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501 11:11:11 501(c)(3) 501(c)(3) 501(c)(3) 501 (1-.113) 501(c)(3) 501(c)(3) 501(c)(3) (d) Cash 259.500 330.000 150.000 200.000 435 000 125.000 330.000 65.000 393.607 10.000 15 000 25.000 30 000 70.000 95.000 1.000 5.000 5 000 75.000 20.000 10.000 49.871 240.000 25.000 20 000 30 000 75 000 80.000 10.000 350.000 2.000 15.000 40.462 50.000 50.000 250 000 250 000 30 000 37,500 75 000 105 000 2.000 (50.000) 25 000 50 000 10.590 150.000 190.000 300.000 400.000 1 120.940 1 000 3.000 5.000 2.000 25 000 25 000 1,000,000 10.000 1,000 25 000 50.000 (75000) (e) Non-cash EIN: 52-1934032 (h) Purpose for general operations for support and training o1 reporters for 2009 news bureau project tor 2009 news bureau proiect tor the |OuI'I'lBl|lI'Il DFDJQC1 t\or general operations tor training and educational activities and general operations for general operations and capacity building for general operations for health care proiect for transparency protect tor general operations and capacity building for direct mail ellons for transparency proiect for the ]0I.l|'I1lllSI'l'l project for general operations for general operations for general operations for general operations for the McDermott Center for general operations for general operations for health care protect to establish the ".lMC-Ventas Higher Education Initiative for direct rriail and general operating funds for direct rriail tundraising efforts for general operations and capacity building for transparency P101801 for general operations for the Law and Economics Centers 2010 Institute for Judges for general operations for transparency project for the ]OUI'I1lI5l'I'I protect for transparency project for online tundraising efforts for the Constitutional Litigation Center for constitutional litigation for transparency project for the ioumalism protect for general operations and capacity building for transparency project for general operations 2008 grant retumed in 2009 for the establrsment of a "JMC-Ventas Higher Education Initiative" to establish the Jack Miller Post-Doctoral Fellowhip at the Program for CORE for G W reporting for one year for health care project for the Ranthum. Australia and old projects for general operations $620,940 for GW-end and 5500.000 for annual suppon for the President: Club for general operations for general operations for the Elliott Scholarship Fund for general operations tor general operations for general operations for Shident Independence Grant and Loan Fund tor general operations for general operations tor general operations 2008 grant retumed II1 2009 Schedule I Part II Line 1 Page4 of 10 CITIZENAUDIT.ORG PAGE #054 Donors Capital Fund. Inc. (I) Grantee Illinois Policy Institute Illinois Policy Institute Illinois Policy Institute Illinois Policy Institute Illinois Poliqi Institute Illinois Policy Institute Independence Institute Independence Institute Independence Institute lndependen -- Institute Independence Institute Independence Institute Independence Institute Independence Institute Independence Institute Independence Institute Indiana Policy Review Foundation Institute for Humane Studies Institute for Justice Institute for Justice Institute for Justice Institute tor Justice Institute for Justice Institute for Truth in Accounting Institute on Religion 6 Democracy Intercollegiate Studies Institute 190 South LaSa||e St Ste 2130 190 South LaSa||e St . Ste 2130 190 South LaSe||e St Ste 2130 190 South Lasalle St . Ste 2130 190 South LaSelle St , Ste 2130 190 South LaSelle St . Ste 2130 Form 990 - 2009 Grants Sch I Part II - Line 1 Address (Iii) EIN (c) IRC Chicago IL 60603 41-2057026 501(c)(3) Chicago IL 60603 41-2057026 501(c)(3) Chicago IL 60603 41-2057028 501(c)(3) Chicago IL 60603 41-2057026 501 (c)(3) Chicago IL 60603 41-2057028 501(c)(3) Chicago IL 60603 41-2057028 501(c)(3) 13952 13952 13952 13952 13952 13952 13952 13952 13952 13952 Denver West Parkway, Suite 400 Denver West Parkway. Suite 400 Denver West Parkway. Suite 400 Denver West Parkway. Suite 400 Denver West Parkway. Suite 400 Denver West Parkway. Suite 400 Denver West Parkway, Suite 400 Denver West Parkvimy, Suite 400 Denver West Parkway, Suite 400 Denver West Parkway, Suite 400 Golden Golden Golden Golden Golden Golden Golden Golden Golden Golden 80401-3134 80401-3134 80401-3134 80401-3134 80401-3134 80401-3134 80401-3134 80401-3134 80401-3134 80401-313-4 84-0990300 84-0990300 6441990300 8447990300 644990300 84-0990300 B4-0990300 84-0990300 84-0990300 84-0990300 501 (cits) 501 (cits) 501 (cits) so 1 (cits) 501(c)(3) so 1 (cits) 501 (cits) so 1 (cits) so 1 (c)(3) so 1 (c)(3) James Madison Institute for Public Policy James Madison Institute for Public Policy James Madison Institute for Public Policy James Madison Institute for Public Policy James Madison Institute for Public Policy Jerusalem Institute for Mantel Studies John K. Maclver Institute for Public Poliq John K Maclver Institute for Public Poliqr John K Maclver Institute for Public Policy John Locke Foundation John Locke Foundation John Locke Foundation John Locke Foundation John Locke Foundation John Locke Foundation Josiah Bartlett Center for Public Policy Josiah Bartlett Center tor Public Poliqi Josiah Bartlett Center for Public Policy Josiah Bartlett Center for Public Policy Josiah Bartlett Center for Public Policy Kansas Policy Institute Leadership Institute Leadership Institute Lee-Fendall House Museum Liberty Legal Institute Life for Kids Lincoln Institute of Public Opinion Research Lucy Burns Institute Lucy Bums Institute Lucy Bums Institute Lucy Bums Institute Maclver Institute Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy PO Box 5166 3301 North Fairfax Dnve 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 1500 Skokie Boulevard. Suite 304 1023 15th Street, NWSte 601 3901 Centerville Road. PO Box 4431 PO Box 37460 PO Box 37460 PO Box 37460 PO Box 37460 PO Box 37460 9726 S Crescent View Dnve PO Box 510564 PO Box 510564 PO Box 510564 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200 PO Box 697 PO Box 897 PO Box 697 PO Box 697 PO Box 697 250 N Water St #216 1101 North Highland Street 1101 North Highland Street 614 Oronoco Street 2001 Plano Parkway, Suite 1600 315 N Wymore Road 4607 Jonestown Rd . Ste 242 301 5 Bedford Street, Suite 6 301 S Bedford Street, Suite 6 301 S Bedford Street. Suite 6 301 S Badford Street. Suite 6 44 East Mifllin Street. Suite 201 140 West Main Street, PO Box 566 140 West Main Street, PO Box 566 140 West Main Street, PO Box 566 140 West Main Street, PO Box 568 140 West Main Street, PO Box 566 Fort Wayne IN 46895 35-1758480 Arlington VA 22201-4432 94-1623652 Arlington VA 22203 52-1744337 Arlington VA 22203 52-1744337 Arlington VA 22203 52-1744337 Arlington VA 22203 52-1744337 Arlington VA 22203 52-1744337 Noithbrook IL 60062 35-2165292 Washington DC 20005 52-1265221 \M|mington DE 19087-1938 23-6050131 so 1 (cits) so 1 (c)(3) so 1 (cits) so 1 (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 (c)(3) 501 ()(3) Tallahassee Tallahassee Tallahassee Tallahassee Tallahassee Boynton Beach New Benin New Berlin New Berlin 32315-7460 32315-7460 32315-7460 32315-7460 32315-7460 33437 53151 53151 53151 59-2811906 59-2811908 59-2811908 59-2811906 59-2811908 20-0105601 26-26391 14 26-26391 14 26-28391 14 501 (cits) 501 (G)(3) 501 (c)(3) 501 (cits) 501 (c)(3) so I (c)(3) so 1 (c](3) so i (c)(3) so 1 (c)(3) 56-1656943 56-1656943 564656943 564556943 564656943 564856943 Raleigh NC 27601 Raleigh NC 27601 Raleigh NC 27601 Raleigh NC 27601 Raleigh NC 27601 Raleigh NC 27601 501(c)(3) 501(c)(3) so 1 (cits) so 1 (c)(3) so 1 (cits) so 1 (cits) Concord Concord Concord Concord Concord 03302-0897 03302-0897 03302-0897 03302-0897 03302-0897 22-3235850 22-3235650 22-3235650 22-3235650 22-3235650 501(c)(3) 501(c)(3) soitcitsi soitcitsi soitcitsi Wichita KS 67202-1215 23-7047621 Artington VA 22201 51-0235174 Arlington VA 22201 51-0235174 Alexandna VA 22314 54-6076244 Plano TX 75075 75-1403169 Wlnter Park FL 32789 59-2933541 Hamsburg PA 17109 25-1704705 Madison \M 53703-9691 20-8036372 Madison IM 53703-9691 20-8036372 501(c)(3) Madison WI 53703-9691 20-6036372 501(c)(3) W1 W1 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) Madison 53703-9691 20-8036372 501(c)(3) Madison 53703 501(c)(3) Midland MI 46640-0566 36-2701547 501(c)(3) Midland MI 46640-0566 38-2701547 501(c)(3) Midland MI 46640-0566 35-2701547 501(c)(3) Midland MI 46640-0568 38-2701547 501(c)(3) Midland MI 46640-0566 38-2701547 501(c)(3) (d) Cash 37,500 50,000 50,000 50 000 75 000 200 000 5,000 15 000 17 500 17 500 25 000 25.000 80 000 100.000 100,000 100,000 10 000 2.500 2.500 5.000 5,000 25,000 100 000 20.500 250 000 1,000 5.000 10,000 25.000 43 000 75.000 20 000 75.000 75.000 100.000 25.000 30.000 35,000 75.000 105.600 120.000 10.000 20,000 20,000 71.764 100 000 39,500 2,500 15 000 10.000 125,000 1,500 15 000 17,500 50,000 75,000 200,000 67.000 10 000 12.500 12 500 25 000 25.000 ja) Non-cash EIN. 52-1934032 (h) Purpose as a matching grant for direct rriail efforts for direct mail ettons tor direct mail efforts for transparency proiect for general operations and capacity building for ALEC task force membership travel expenses for expenses related to Daniel Hennan of use British Parliament event for the ioumalisn-i proiect tor the ioumelism project tor transparency protect tor the direct mail efforts for 2009 news bureau progect for transparency protect for general operations and capacity building tor Linda German's 2009 state health care policy work for health care proiect for general operations for general operations tor general operations for general operations for general operations for general operations for the Illinois True Budget Deut project for the mainline and evangelicalrlsrael proiect for general operations for general operations for 2009 state health care policy refonn proiect for direct rriail effons for transparency protect for general operations and capacity building for general opereuons for capacity building for the ]Ol..IITI8II5f'I'l protect for transparency proiect for ALEC membership and task Iorce fees for 2009 for general operations and capaaty building for the 2009 Consumer-Dnven Health Care Tour for transparency pmiect for the 2009 state health care policy reform proiect for the Carolina JoumaI" expansion proiect for transparency proiect for the ioumatism proiect for the ioumatism proiect for general operations and capacity building for transparency proiecl for the ioumatism proiect for 70th Birthday for general operations for John L Lewis Hentage program for efforts to defend First Amendment liberties for general operations for general operations for the remainder o1 2009 assistance for general operations for transparency proiect for 2009 news bureau proiect for 2009 news bureau project for the cap and trade project for the ioumalism project for the ioumalism protect for ALEC membership and task Iorce fees tor 2009 for transparency proiect Schedule I Part II Line 1 Pages of 10 CITIZENAUDIT.ORG PAGE #055 Donors Capltal Fund, Inc. (at Grantee Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Mackinac Center for Public Policy Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center Maine Hentage Policy Center 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 Maryland Public Policy Institute Maryland Public Policy Institute Maryland Public Policy Institute Maryland Public Policy Institute Maryland Public Policy Institute Media Research Center Media Research Center Media Research Center Mercatus Center. GMU Marcatus Center GMU Middle East Forum Middle East Forum Middle East Forum Middle East Forum Middle East Forum Midland Young Life Building Foundation Mississippi Center fgr Public Policy Mississippi Center for Public Policy Mississippi Center for Public Policy Mississippi Center for Public Policy Montana Policy Institute Montana Policy Institute Montana Policy Institute Montana Policy Institute Montana Policy Institute Montana Policy Institute Mountain States Legal Foundation Moving Picture Institute Moving Picture Institute Moving Picture Institute ML Vemon Ladies Association Music Mission Kiev National Center tor Policy Analysis National Center for Policy Analysis National Center for Policy Analysis National Center for Policy Analysis Nauonat Coalition tor uie Protection of Children and Families National Legal at Policy Center National Right to Work Foundation National Tax Limitation Foundation National Tax Limitation Foundation Form 990 - 2009 Grants Sch I Part II - Line 1 Address (b) EIN tc) IRC 140 West Main Street, PO Box 568 Midland MI 48640-0568 38-2701547 501(c)(3) 140 West Main Street. PO Box 568 Midland MI 48640-0568 38-2701547 501(c)(3) 140 West Main Street. PO Box 568 Midland MI 48640-0568 38-2701547 501(c)(3) 140 West Main Street. PO Box 568 Midland MI 48540-0568 38-2701547 501(c)(3) 140 West Main Street. PO Box 568 Midland MI 48640-0568 38-2701547 501(c)(3) 140 West Main Street PO Box 568 Midland MI 48640-0568 38-2701547 501(c)(3) 140 West Main Street PO Box 566 Midland MI 48640-0568 38-2701547 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3888250 501(c)(3) PO Box 7829 Portland ME 04112 22-3886250 501(c)(3) 52 Vanderbilt Avenue New York NY 10017 13-2912529 501(c)(3) 52 Vanderbilt Avenue New York NY 10017 13-2912529 501(c)(3) 52 Vanderbilt Avenue New York NY 10017 13-2912529 501(c)(3) 52 Vanderbilt Avenue New York NY 10017 13-2912529 501(c)(3) 52 Vanderbilt Avenue New York NY 10017 13-2912529 501(c)(3) 52 Vanderbilt Avenue New York NY 10017 13-2912529 501(c)(3) PO Box 195 Germentown MD 20875-0195 52-2199055 501(c)(3) PO Box 195 Gerrnantown MD 20875-0195 52-2199055 501(c)(3) PO Box 195 Gemiantovvn MD 20575-0195 52-2199055 501(c)(3) PO Box 195 Gen-nantown MD 20875-0195 52-2199055 501(c)(3) PO Box 195 Gerrnantown MD 20875-0195 52-2199055 501(c)(3) 325 S Patnck Street Alexandna VA 22314 54-1429009 501(c)(3) 325 S Patnck Street Alexandna VA 22314 54-1429009 501(c)(3) 325 5 Patrick Street Alexandna VA 22314 5414429009 501(c)(3) 3301 North Fairlax Dnve, Suite 450 Arlington VA 22201-4433 54-1436224 501(c)(3) 3301 North Fairfax Dnve, Suite 450 Arlington VA 22201-4433 54-1436224 501(c)(3) 1500 Walnut Street. Ste 1050 Philadelphia PA 19102 23-7749796 501(c)(3) 1500 Walnut Street. Ste 1050 Philadelphia PA 19102 23-7749796 501(c)(3) 1500 Walnut Street, Ste 1050 Philadelphia PA 19102 23-7749796 501(c)(3) 1500 Walnut Street, Ste 1050 Philadelphia PA 19102 23-7749796 501(c)(3) 1500 Walnut Street Ste 1050 Philadelphia PA 19102 2347497796 501(c)(3) 925 W Wadley Midland TX 74705 75-2828138 501(c)(3) 520 George Street Jackson MS 39202 64-0797905 501(c)(3) 520 George Street Jackson MS 39202 54-0757905 501(c)(3) 520 George Street Jackson MS 39202 64-0797905 501(c)(3) 520 George Street Jackson MS 39202 64-0797905 501(c)(3) 1627 W Main Street, #354 Bozeman MT 59715 20-2591461 501(c)(3) 1827 W Main Street #354 Bozeman MT 59715 20-2591461 501(c)(3) 1627 W Main Street, #354 Bozeman MT 59715 20-2591461 501(c)(3) 1627 W Main Street, #354 Bozeman MT 59715 20-2591461 501(c)(3) 1627 W Main Street, #354 Bozeman MT 59715 20-2551461 501(c)(3) 1627 W Main Street, #354 Bozeman MT 59715 20-2591461 501(c)(3) 2590 South Lewis Way Lakewood CO 80227 84-0736725 501(c)(3) 375 Greenwich Street New York NY 10013 g0-3237801 501(c)(3) 375 Greenwich Street New York NY 10013 20-3237801 501(c)(3) 375 Greenvinch Street New York NY 10013 20-3237801 501(c)(3) PO Box 110 Mount Vernon VA 22121 54-0564701 501(c)(3) 286 Wllshira Blvd Casselberry FL 32707-5362 59-3278168 501(c)(3) 12770 (Sort Road, Suite 800 Dallas TX 75251-1339 75-1804932 501(c)(3) 12770 Coit Road. Suite 800 Dallas TX 75251-1339 75-1804932 501(c)(3) 12770 Colt Road, Suite 800 Dallas TX 75251-1339 75-1804932 501(c)(3) 12770 Cart Road Suite 800 Dallas TX 75251-1339 75-1804932 501(c)(3) 800 Compton. Suite 9224 Cincinnati OH 45231 31-112464-4 501(c)(3) 107 Park Washington Court Falls Church VA 22046 52-1750168 501(c)(3) 8001 Braddock Road Ste 500 Spnngeld VA 22151-2125 59-1588825 501(c)(3) 151 N Sunnse Ave . Ste 901 Roseville CA 95661 51-0208455 501(c)(3) 151 N Sunnse Ave Ste 901 Roseville CA 95661 51-0208455 501(c)(3) (d) Cash 30,000 50,000 95 000 100.000 100.000 200.000 250,000 15,000 29.500 30.000 40.000 76,700 100.000 100,000 130,000 150,000 5.475 8 000 15,000 25,000 30,000 100.000 10,000 25.000 30.000 50 000 50.000 2,500 5,000 5,000 1,000 2.500 100.000 200.000 250 000 250,000 400 000 5,000 2,000 15 000 50 000 100 000 10.000 20.000 25.000 46,933 50,000 75,000 2 000 5.000 25,000 75,000 5.000 15.000 10,000 25,000 240.000 2.000 175,000 2 000 30.000 100.000 100.000 ta) Non4:aah EIN: 52-1934032 (h_t Purpose for direct mail etlorts for general operations and capacity building for the Votes 2 0 transparency vvebsita upgrade for transparen y protect for the 2009 state health care policy reion-n protect for Michigan 360 advertising tor general operations for transparency protect tor direct mail efforts tor the health care protect for 2009 news media outreach protect tor the litigation protect tor transparency protect for general operations and capacity building for the 2009 Maine Leads protect tor the 2009 state health care policy retomi protect tor the Empire Center for NY State Policy Protect for the Empire Center tor NY State Poliw Protect tor the Empire Centers transparenq protect for general operations for the Empire Centers New York Business lnsidaout protect for the Empire Center for NY State Policy Protect for the 2009 state health care policy refomi protect as a matching grant for direct mail efforts for Iran parency protect for general operations and capacity building for general operations for general operations for general operations for general operations for general operations for general operations for small legal matters to counter terronsm research for legal and other operating costs for second quarters general operations for IPT. MEMRI. CAMERA. and CIP for general operations for general operations for direct mail eftorts for general operations and capacity building for transparency protect for health care protect for the direct mail efforts for news bureau protect for the toumalism protect for transparency protect for general operations and capacity building for general operations for the disinbution of "Do As I Say for general operations for Protect 2081 for general operations for general operations for general operations for health reform initiatives for health care protect for general operations for general operations for general operations for general operations for general operations for general operations Schedule I Part II Line 1 Page6 of 10 CITIZENAUDIT.ORG PAGE #056 Donors Capital Fund, Inc. (at Grantee National Tait Limitation Foundation National Taxpayers Union Foundation National Taxpayers Union Foundation Nevada Policy Research Institute Nevada Policy Research Institute Nevada Policy Research Institute Nevada Policy Research Institute Nevada Policy Research Institute Nevada Policy Research Institute NFIB Legal Foundation NFIB Legal Foundation North Dakota Policy Council North Dakota Policy Council North Dakota Policy Council North Dakota Policy Council North Dakota Policy Council North Dakota Policy Council Northviiestem University School of Law Ocean State Policy Research lnsututa Ocean State Policy Research Institute Ocean State Policy Research Institute Ocean State Policy Research Institute Ocean State Policy Research Institute Oklahoma Council o1 Public Affairs Oklahoma Council ol Public Affairs Oklahoma Council at Public Affairs One Nation Under God Foundation One Nation Under God Foundation Outreach Foundation of the Presbytenan Church (USA) Pacic Legal Foundation Pacic Legal Foundation Pacic Research Institute for Public Policy Pacic Research Institute for Public Policy Pacic Research Institute for Public Policy Pacic Research Institute tor Public Policy Pacic Research Institute tor Public Policy Pacic Research Institute for Public Policy Pacic Research Institute tor Public Policy Pacic Research Institute tor Public Policy Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Partners Relief and Development Pelican Institute for Public Policy Pelican Institute for Public Policy Pelican Institute for Public Policy Pelican Institute for Public Policy Pelican Institute for Public Policy Pelican Institute for Public Policy Pelican Institute for Public Policy Philanthropy Roundtable Philanthropy Roundtable Philanthropy Roundtable Pioneer Institute for Public Policy Research Pioneer Institute for Public Policy Research Pioneer Institute for Public Policy Research Platte Institute for Economic Research Platte Institute for Economic Research Platte Institute {or Economic Research Platte Institute for Economic Research 151 N Sunrise Ave Ste 901 108 North Alfred Street 108 Nonh Alfred Street 3155 E Patnck Lane. Suite 10 3155 E Patrick Lane. Suite 10 3155 E Patrick Lane. Suite 10 3155 E Patrick Lane. Suite 10 3155 E Patrick Lane. Suite 10 3155 E Patrick Lane, Suite 10 1201 F Street NW Suite 200 1201 F Street NW. Suite 200 PO Box 3007 PO Box 3007 PO Box 3007 PO Box 3007 PO Box 3007 PO Box 3007 375 East Chicago Avenue PO Box 2401 PO Box 2401 PO Box 2401 PO Box 2401 PO Box 2401 1401 North Lincoln Blvd 1401 North Lincoln Blvd 1401 North Lincoln Blvd 414 N Orleans Plaza. Suite 312 414 N Orleans Plaza Suite 312 315 Seaboard Lane. Ste 205 3900 Lennane Dnve. Suite 200 3900 Lennane Dnve. Suite 200 One Embarcadero Center, Suite 350 One Embarcadero center Suite 350 One Erribarcadero Center Suite 350 One Embarcadero Center Suite 350 One Embarcadero Center. Suite 350 One Ernbarcadero Center. Suite 350 One Embarcadero Center. Suite 350 One Erribarcadero Center. Suite 350 2002 Filmore Avenue Suite 1 2002 Filmore Avenue, Suite 1 2002 Filmore Avenue, Suite 1 2002 Filmore Avenue Suite 1 2002 Filrriore Avenue Suite 1 2002 Filmore Avenue Suite 1 PO Box 2066 400 Poydras Street. 30th FL 400 Poydras Street. 30th FL 400 Poydras Street 3001 FL 400 Poydras Street, 30th FL 400 Poydras Street 30th FL 400 Poydras Street. 30th FL 400 Poydras Street. 30th FL 1150 17th Street. NW. Suite 503 1150 17th Street, NW. Suite 503 1150 17th Street. NW. Suite 503 B5 Devonshire Street, 6th Floor 85 Devonshire Street. 8th Floor 85 Devonshire Street, 8th Floor 10050 Regency Circle, Suite 120 10050 Regency Circle, Suite 120 10050 Regency Circle, Suite 120 10050 Regency Circle Suite 120 Address Roseville Alexandna Alexandna Las Vegas Las Vegas Las Vegas Las Vegas Las Vegas Las Vegas Washington Washington Bismarck Bismarck Bismarck Bismarck Bismarck Bismarck Chicago Providence Providence Providence Providence Providence Oklahoma City Oklahoma City Oklahoma City Chicago Chicago Franklin Sacramento Sacramento San Francisco San Francisco San Francisco San Francisco San Francisco San Francisco San Francisco San Franctsoo Ene Ene Ene Ene Ene Ene Redlands New Orleans New Orleans New Orleans New Oiteans New Orteans New Orteans New Orleans Washington Washington Washington Boston Boston Boston Omaha Omaha Omaha Omaha CA VA VA NV NV NV DC DC 0 2 D 2 D 2 can ......__ z zz2._'cco:r.i:n:o:ooo='='i- ( U 5 < O ( O < U ( U ( O I U < O ( 0 << ..(L PL55SS5Si5S888 LIJ Z u.i Z LIJ Z l.tJ 2 Form 990 - 2009 Grants Sch I Part II - Line 1 95661 22314-3032 22314-3032 89120 59120 69120 89120 69120 69120 20004 20004 56502 56502 56502 56502 56502 56502 60611-3069 02906 02906 02906 02906 02906 73104-2801 73104-2601 73104-2601 60610 60610 37067 95634 95634 94111 94111 94111 94111 94111 94111 94111 94111 165065913 165065913 165065913 165055913 165065913 165065913 92373 70130 70130 70130 70130 70130 70130 70130 20036 20036 20036 02109 02109 02109 66114 66114 66114 56114 (b) EIN 51-0206455 52-1122663 52-1122883 BB-0276314 6640276314 66-0276314 66-0276314 60-0276314 66-0276314 62-1570449 62-1570449 20-6662761 20-6662761 20-6662761 20-6662761 20-6662761 20-8862761 26~073l622 26-0731822 26-0731822 26-0731622 26-0731622 73-1436375 73-1436375 73-1436375 35-2176192 35-2176192 56-1375506 94-2197343 94-2197343 94-2520433 94-2526433 94-2526433 94-2526433 94-2526433 94-2526433 94-2520433 94-2528433 52-1455677 52-1455677 52-1455677 52-1455677 52-1455677 52-1455677 22-3766606 26-1704791 26-1704791 26-1704791 26-1704791 26-1704791 26-1704791 26-1704791 13-2943020 13-2943020 13-2943020 22-2632081 22-2632061 22-2632061 205609060 204609060 20-6609060 20-6609060 tct 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) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501 (c)(3) soitcttat 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) td) Cash 100 000 2.500 15.000 10.000 25 000 50 000 50 000 115 000 138 727 2,500 5 000 10 000 10.000 22.500 30.000 30,000 40,000 400,000 9.203 15.000 30.000 30,000 105,000 10,000 55,000 67,282 25,000 75,000 10,000 2.000 5,000 5.000 10.000 25.000 00.000 90,000 90.000 100.000 150.000 3 150 15.000 57.500 192.000 210.000 490.020 10.000 10.000 10.000 25.000 42,500 42,500 75,000 100,000 46.150 64.644 300,000 15,000 25 000 45 000 910 10.000 15 000 25.000 (e) Non-cash EIN: 52-1934032 (ht Purpose for general operations for general operations for general operations for the health care protect for direct mail efforts for the toumalism protect for the toumalism protect for transparency protect for a communicatioris director and media researcher for the development of educational matenals tor the Small Business Legal Center for the cap and trade protect for the cap and trade protect for the toumalism protect for general operations and capacity building for direct mail efforts for transparency protect for the Searle Center for transparency protect for transparency protect for general operations for transparency protect for transparency protect for transparency protect for transparency protect for news bureau protect for non-partisan ads for voter guide web site infonnation for a registration protect for the Narnia Center for general operations for general operations for general operations for transparency protect for ALEC membership and task force fees for 2009 for transparency protect for health care protect for news bureau protect for the 2009 state health care policy retomi protect for the toumalism protect for 5.000 GW DVDs for the Free to Choose Network protect Spy-Cam guenllas for Entrepreneur DVD - classroom use for the GW DVD protect - National Review for DVD protect - National Review for general operations for the Burma Army Offensive Cnsis for health care protect for direct mail efforts for transparency protect for the toumalism protect for the toumalism protect for start-up activities for transparency protect for general operations for 10% of 08 expenses for 09 K-12 Education Breakthrough Group Program for the last year of Philanthropic Freedom Protect for transparency protect for direct mail for transparency protect tor the toumalism protect tor the 2009 state health care policy reform protect tor transparenqi protect to develop strategic plan fundraising, board and advisory board development Schedule I Part II Line 1 Page? at 10 CITIZENAUDIT.ORG PAGE #057 Donors Capital Fund. Inc. Address (a) Grantee Platte Institute for Economic Research Platte Institute for Economic Research Platte Institute for Economic Research Potwarth Ministries Prometheus Institute Prometheus Institute Public Interest Institute Public Interest Institute Public Policy Foundation of West Virginia Public Policy Foundation ofWestV1rginia Public Service Research Foundation Public Semce Research Foundation Reason Foundation Rhodes College Rio Grande Foundation Rio Grande Foundation Rio Grande Foundation Rio Grande Foundation Rio Grande Foundation Russian-Amencan Chnstian University Salvation Amty - Orlando Area Comrriand Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Aiance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance SCRG Foundation Secunty Research Associates, Inc Secunty Research Associates, Inc Shirner College Shimer College Shimer College Shirrier College Shirner College 10050 Regency Circle, Suite 120 10050 Regenqc Circle, Suite 120 10050 Regency Circle. Suite 120 3512 Sturgis Lane 82 Clouds View 62 Clouds View 600 North Jackson Street 600 North Jackson Street PO Box 1118 PO Box 1118 320-D Maple Avenue East 320-D Maple Avenue East 3415 South Sepulveda Boulevard, Ste 400 200 N Parkway PO Box 40336 PO Box 40336 PO Box 40336 PO Box 40336 PO Box 40336 PO Box 2007 416 West Colonial Dnve 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Ene. Suite #407 400 West Erie. Suite #407 400 West Ene Suite #407 400 West Ene. Suite #407 3020 Devine Street 2200 4th Avenue North, #3 2200 4th Avenue North. #3 3424 S State Street 3424 S State Street 3424 S State Street 3424 S State Street 3424 S State Street Show Me Institute Show Me Institute Show Me Institute Show Me Institute Show Me Institute Sky Ranch Foundation 7777 Bonhomme Avenue Suite 2150 7777 Bonhomme Avenue, Suite 2150 7777 Bonhomme Avenue, Suite 2150 7777 Bonhomme Avenue, Suite 2150 7777 Bonhomme Avenue, Suite 2150 600 N Pearl St . Ste 635. L8 148 South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council South Carolina Policy Council St Johnsbury Aihenaeun-i 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1171 Main Street Omaha Omaha Omaha Waco Irvine Irvine Mount Pleasant Mount Pleasant Morgantov-n Morgantown Vienna Vienna Los Angeles Memphis Albuquerque Albuquerque Albuquerque Albuquerque Albuquerque lMieaton Orlando Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Chicago Columbia Lake Worth Lake Worth Chicago Chicago Chicago Chicago Chicago 51 Louis St Louis St Louis St Louis St Louis Dallas Columbia Columbia Columbia Columbia Columbia Columbia Columbia Columbia Columbia St Johnsbury VA d _l ;'2===I=I=r=I=I=I=I=I=I.-1:12:18 Form 990 - 2009 Grants Sch I Part II - Line 1 66114 66114 68114 76708 92603 92603 52641 52641 26507 26507 22160 22160 90034-6014 38112 87196 87196 87196 87196 87196 20915-2007 32804 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60854-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 60654-6912 29205-1044 33461 33461 60616 60616 60616 60616 60616 63105-6139 63105-6139 63105-6139 63105-6139 63105-6139 75201 29201-3715 29201-3715 29201-3715 29201-3715 29201-3715 29201-3715 29201-3715 2920145715 29201-3715 05619 (b) EIN 20-8309060 20-6809060 20-8809060 51-0558527 20-3558542 20-3558542 42-1347192 42-1347192 20-5955627 20-5955627 584442675 584442675 95-3298239 62-0476301 65-0468446 85-0468446 85-0468446 85-0468446 85-04-66446 52-1930894 22-2406433 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-5792227 20-3126072 74-2209420 74-2209420 36-2167921 36-2167921 36-2167921 38-2167921 36-2167921 20-1957678 20-1957878 20-1957676 20-1957678 20-1957678 75-2147444 57-0635744 5741835744 5747835744 57-0635744 57-0835744 57-0835744 57-0635744 57-0835744 57-0635744 03-0163005 to) 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) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501 (6)13) 501(c)(3) 501(c)(3) (d) Cash 30.000 35 000 65 000 2.000 20 000 105 000 12.000 60.000 (43.500) 43,500 3.000 25.000 76.930 25.000 10.000 17,500 25.000 30.000 40.000 100.000 10.000 (150,000) 5 000 80.000 80.000 65.000 103.000 110.000 110.000 125.000 170.000 200.000 220.000 220.000 229.000 267.500 400.000 460.000 500.000 100.000 50.000 50.000 10.000 10.000 10.000 10.000 10.000 10.000 25.000 50.000 50.000 100.000 10.000 10.000 15.000 35.000 100.000 170.000 200.000 30.000 35.000 65.000 5 000 (e) Non-cash EIN: 52-1 934032 (ht Purpose for direct mail efforts ' for the journalism project to fund travel scholarships for transparenqi conference for general operations , for capacity building for the transfer and management of the StateHouseCall health care blog for 2009 state health care policy reform project for transparency project 2008 grant returned in 2009 for the joumalism project for general operations for general operations tor general operations to establish the 'JMC-Ventas Higher Education Initiative Post Doctonal Fellowship for transparency project for the joumalism project for general operations and capacity building for transparency project tor the joumalism project for general operations for Orlando Area Comrnand general operations 2008 grant returned in 2009 for general operations for transparency project for general operations for Texas Watchdog for work on Sunshine Review for transparency project 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 transparency project for general operations for general operations for general operations for general operations for general operations for general operations for general operations for health care project for transparency project for general operations and capacity building for general operations and capacity building for transparency project for general operations for general operations and capacity building as a matching grant for the joumalism project for general operations and capacity building for transparency project for the 2009 Citizen Reporter project for direct mail efforts for the joumalism project for the joumalism project for general operations Schedule I Part II Line 1 Pages of 10 CITIZENAUDIT.ORG PAGE #058 Donors capltal Fund. Inc. {at Grantee St Matthew Catholic School State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Netviork State Policy Network State Policy Network State Policy Netviork State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Poliqi Network State Policy Network State Policy Network State Policy Network State Policy Network State Poliqr Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network Stewards at the Range Inc Student Government Afl'airs Program StudentNevirsDaily com Students for Liberty Students for Liberty Suttienand Institute Sutherland Institute Sutherland Institute Sutherland Institute Taxpayers for Common Sense Teen F L O W Youth Ministries Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center tor Policy Research Tennessee Center for Policy Research Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation Texas Public Policy Foundation 221 SE Walnut 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 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 Nonh 14th Street 2020 North 14tti 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 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 Nonh 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street 2020 North 14th Street PO Box 490 2435 N Central Expressvny. Ste 300 PO Box 30353 PO Box 17321 PO Box 17321 307 West 200 South Suite 5005 307 West 200 South Suite 5005 307 West 200 South. Suite 5005 307 West 200 South Suite 5005 551 Pennslyvania Avenue SE PO Box 733 PO Box 198646 PO Box 188546 PO Box 198546 PO Box 198546 PO Box 198545 PO Box 198546 PO Box 198646 PO Box 198845 PO Box 198546 PO Box 198546 800 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue. Suite 400 900 Congress Avenue Suite 400 900 Congress Avenue. Suite 400 Address Hillsboro Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Arlington Mendian Richardson Edmund Arlington Arlington Salt Lake City Salt Lake City Salt Lake City Salt Lake City Washington. D C Midland Nashville Nashville Nashville Nashville Nashville Nashville Nashville Nashville Nashville Nashville Austin Austin Austin Austin Austin Austin Austin Austin Austin Austin Austin 0 Fl VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA VA TX OK VA VA UT UT UT UT TX TN TN TN TN TN TN TN TN TN TN TX TX TX TX TX TX TX TX TX TX TX Form 990 - 2009 Grants Sch I Part II - Llne 1 97 123-097 I 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 22201 83680-0490 75080-2753 73003 84101 84101 84101 84101 20003 79702 37219 37219 37219 37219 37219 37219 37219 37219 37219 37219 78701 78701 78701 78701 78701 78701 78701 78701 78701 78701 78701 (bl EIN 53-0196617 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-095253! 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 57-0952531 82-0472269 65-0348492 05-0611977 94-3435899 94-3435899 87-0531727 87-0531727 87-0531727 87-0531727 52-1941122 752899609 204808567 20-1 808567 204808567 204808567 204808567 204808567 204808567 204808567 20-1808567 20-1808567 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 74-2524057 (ci IRC 501(c)(3) soitcitsi 50i(c)ts) soitcitsi 501 (cits) 501 (cits) 501(citsi 501 (cits) 501 (cits) 501(citsi 501 (cits) 501(c)(3) 501(c)(3) 501(citsi 501 (cits) 501 (cits) 501(citsi 501(citsi 501 (cits) 501 (cits) 501 (cits) 501 (cits) 501(c)(3) 501 (cits) 501 (9)13) 501 (cits) 501 (cits) 501 (cits) 501 (cits) 501 (cits) 501(c)(3) 501(c)(3) 5o1(c)tsi 5o1(cits) 5o1(citsi 501(c)(3) 501(c)(3) 501(c)(3) soitcitsi 5o1(ci(si 501(c)(3) 501(c)(3) 501 (cits) 5o1(citsi soitcitsi 5o1(citsi 501(c)(3) 501(c)(3) 501(c)(3) siiitcitsi 501(c)(3) 501(c)(3) soitcitsi 501(c)(3) 5o1(c)ts) 5o1(citsi 501(c)(3) soitcitsi 5o1(citsi soitcitsi soitcitsi 501(c)(3) soitcitsi (d) Cash 10 000 2.000 10.000 15.000 20.000 20.000 20.547 25.000 25.000 25.000 25.000 25.000 25.000 30,000 30.000 32.000 35,000 50,000 50,000 50,000 55,000 65,000 90.000 95.500 100.000 150.000 250.000 250,000 250.000 250,000 500.000 2.000 7 500 20.000 2.500 25.000 10.000 10.000 25.000 55.000 12.500 4.500 5.000 10.000 10.000 20.000 25,000 25.000 37.500 37,500 75,000 100.000 5 000 10.000 10.000 20 000 25.000 25.000 50.000 75.000 150.000 250 000 300,000 (a) Non-cash I. EIN: 52-1934032 ' ' (ht Purpose for general operations for general operations for general operations tor direct rriail eflorts tor the Liberty on the Rocks proiect for capacity building tor Capitolaeat expenses for capacity building to support the Idaho Freedom Foundation's start-up activities for the Idaho Freedom Foundation to support the Idaho Freedom Foundation's start-up activities for start-up activities in Idaho for capacity building for the Liberty on the Rocks proiect for travel expenses for ALEC memberships for Idaho Freedom Foundation: Idaho Votes" proiect tor California Votes proiect for Idaho Freedom Foundation's Idaho Votes proiect for stan-up activities in New Jersey for nevus bureau proiect FBO the Wyoming state think tank tor transparency proiect for ALEC membership and task force fees for 2009 for Idaho Freedom Foundation for transparency proiect for capacity building for capacity building for capacity building for capacity building for fundraising for general operations for general operations for list expansion for general operations for general eperauons for 2009 state health care policy refonn protect tor transparenqi proiect for direct mail efforts for transparency protect to support eamiarks database 33,500 tor computer equipment and 51.000 for No Excuse proiect for general operations for direct mail efforts for website changes for direct mail efforts for transparency proiect tor the ioumalism proiect for the ioumalism proiect tor the ioumalism proiect for general operations and capacity building for transparenqi proiect for general operations for the cap and trade proiect for the cap and trade proiect tor the cap and trade proiect tor ALEC membership and task lorce lees tor 2009 for efforts on bet-iall of Westem Civilization Initiative to promote the Lafler health care study in major media outlets for efforts on behalf of Westem Civilization for transparency proiect for general operations and capacity building for the 2009 state health care policy reform proiect Schedule I Part II Line 1 Pages of 10 CITIZENAUDIT.ORG PAGE #059 Donors Capltal Fund. Inc. (a) Grantee Texas Watchdog Texas Watchdog Texas Watchdog Texas Watchdog Thomas Jefferson lnsutute Thomas Jefferson Institute Thomas Jefferson Institute Thomas Jefferson Institute Thomas Jefferson Institute Tolson Group University of Chicago University of Notre Dame University of Texas - Austin University of Virginia Foundation US English Foundation Villanova University Virginia Insutute for Public Policy Wrginia Institute for Public Policy Virginia lnstih.ite for Public Policy Virginia Institute for Public Poliqi Virginie Institute for Public Poliqi Virginia Institute for Public Policy Washington Legal Foundation Washington Policy Center Washington Policy Center Washington Policy Center Washington Policy Center World Joumalism Institute Wyoming Liberty Group Wyoming Liberty Group Wyoming l.iberty Group Wyoming Libeny Group Wyoming Liberty Group Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Young Amenca s Foundation Young Amenca's Foundation Young Amanca's Foundation Young Arnenca's Foundation Young Amenca's Foundatlon Young Life 945 McKinney St #221 945 McKinney St #221 945 McKinney St #221 945 McKinney St #221 9035 Golden Sunset Lane 9035 Golden Sunset Lane 9035 Golden Sunset Lane 9035 Golden Sunset Lane 9035 Golden Sunset Lane 3821 University Boulevard 1212 E 59th Street 110 Grace Hall 1 University Station C4100 Dept of Politics, PO Box 400787 1747 Pennsylvania Ave NW Suite 1050 600 Lancaster Avenue 7326 Early Marker Court 7326 Early Marker Court 7326 Early Marker Court 7326 Early Marker Court 7326 Early Marker Court 7320 Early Marker Court 2009 Massachusetts Avenue, NW PO Box 3643 PO Box 3643 PO Box 3643 PO Box 3643 350 Fifth Avenue. Suite 1500 I740-H Dellrange Blvd , #459 1740-H Dellranga Blvd , #459 1740-H Dellranga Blvd , #459 1140-H Dellranga Blvd , #459 1740-H Dellranga Blvd , #459 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 110 Elden Street Suite A 110 Elden Street, Suite A 110 Elden Street Suite A 110 Elden Street Suite A 110 Elden Street. Suite A PO Box 520 Address Houston Houston Houston Houston Spnngeld Spnngfield Spnngeld Spnngeld Spnngfield Dallas Chicago Notre Dame Austin Phartottesville Washington Villanova fainesville Cainesville Cainesvine Fainesvie Cainesville Cainesvifle Washington Seattle Seattle Seattle Seattle New York Cheyenne Cheyenne Cheyenne Cheyenne Cheyenne Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hartford Hemdon Hemdon Hemdon Hemdon Hemdon Colorado Springs TX TX TX TX VA VA VA VA VA TX TX VA DC PA VA VA VA VA VA ssasssassssss CT CT CT CT CT CT CT CT CT CT VA VA VA VA VA CO Form 990 - 2009 Grants Sch I Part II - Line1 77002 77002 77002 77002 22153 22153 22153 22153 22153 75205 60637 46556 76712 22904-4767 20006 19605 20155 20155 20155 20155 20155 20155 20036 96124-3643 96124-3643 96124-3643 96124-3643 10116 62009 62009 62009 62009 62009 06126 06126 06126 06126 06126 06126 06126 06126 06126 06126 06126 06126 06126 06126 06126 201704609 20170-4609 20170-4609 20170-4609 201704609 60901 TOTAL GRANTS (b) EIN 26-3057133 26-3057133 26-3057133 26-3057133 51-0260165 51-0260185 51-0260165 51-0260165 51-0260165 35-2244262 36-2177139 35-0666168 74-6000203 5-4-1662176 52-1524976 234352666 544670648 54-1670648 544670648 544670648 544670646 544670646 524071570 914752769 914752769 91-1752769 91-1752769 26-2626115 26-26261 15 26-26261 15 26-2626115 26-26261 15 524356144 524356144 524356144 524356144 52-135614-4 524356144 524356144 52-1356144 52-135614-4 524356144 524356144 52-1356144 52-135614-4 524356144 524356144 23-7042029 23-7042029 23-7042029 23-7042029 23-7042029 84-0385934 in) 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) 501(c)(3) 501(c)(3) so 1 (c)(3) 501(c)(3) so 1 (c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) jaj cm. 20,000 so arm 60 000 115 ooo 5,000 9,450 20 000 25000 35,000 10000 so arm 25 mo 25,000 2s.ooo 1o 000 25000 10000 1o.ooo so ooo 3o.ooo 4o ooo ao.ooo 2,0110 15 000 45.000 so.ooo 70.000 56,000 20000 25,000 30.000 155.000 1oo,ooo 1s,ooo 1s,ooo 1s,ooo 1s,ooo 1s,ooo 1s,ooo 15,000 1s,ooo 1s,ooo 1s,ooo 19,700 25,000 26,000 some 53,111 1 000 4 000 4 rice 5,000 1so,ooo 550 5 59,761,233 (e) Non-cash EIN: 52-1934032 ' (ht Purpose for general operations for general operations for general operations for news bureau project for health care project for transparency project for phone bank tundra 1g and capacity building for general operations and capacity building for transparency project for general operations for Chicago Careers in Journalism to establish the "JMt>Ventas Higher Education Initiative Post Doctonal Fellowship to establish the "JMC-Ventas Higher Education Initiative Post Doctonal Fellowship to establish the 'JMC-Venlas Higher Education Initiative Post Doctonal Fellowship for the Bnellng Senes 2010 to establish the "JMC-Venlas Higher Education Initiative Post Doctonal Fellowship for 2009 state health care policy refonn project for transparency project for general operations and capacity building for the organization s direct mail efforts for the joumalism project for transparency project for general operations for ALEC membership and task force fees for 2009 for transparency project for the state health care policy reform project for the Center for me Environment project for intemship stipends for transparency project for start-up activrties for the direct mail efforts for transparency project for the Citizen Liberty Resources project 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 2009 infrastucture projects for the direct mail efforts for general operations for capacity building for a transparency website for general operations $2,500 for general operations and $1,500 for the Reagan Ranch for general operations for general operations for the National Joumalism Center inlem program for the Andrew Sharp - Year-long intemship program Schedule I Part II Line 1 Page10 of 10
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