Professional Documents
Culture Documents
.. 990
OMB
Form
2008
C Nameof organ12alion
Check1fapplicable
Pleaseuse
IRSlabel Donors
Trust,
Inc.
or pnnt
Numberandstreet(or PO box1fmailis notdelivered
to streetaddr) Room/suite
or type.
See
Street
specific 109 North
Henr
lnst111c- City,townor country
State ZIPcode+4
t1ons.
Addresschange
Namechange
Initial return
Term1nat1on
Alexandria
Amended
return
Wh1.tneyL.
Ball
109NorthHenrystreet
535-3563
Alexndria
H(c)Groupexemption
number~
Assoc1at1on
(703)
G
22314-2903
H(a)Is thisa groupreturnfor aff1l1ates'
Yes X No
H(b)Areall affil,alesincluded'
Yes
No
VA 22314
If 'No,'attacha list (seemstruct1ons)
Website:
Part I
52-2166327
E Telephone
number
VA
officer
D Appl1cal1on
pending F Nameandaddressof p11nc1pal
Theorgarnzat1on
mayhaveto usea copyof this returnto satisfystatereportingrequirements
No 1545-0047
Other
L Yearof Formation 19 9 9
M Staleof legaldom1c1le
MD
Summa
Briefly describe the organization's m1ss1onor most s1gnif1cant act1v1t1es SUPPORT CHARITIES
& SPONSOR PROGRAMS WHICH
ALLEVIATE,
THROUGH EDUCATION,
RESEARCH & PRIVATE INITIATIVES,
SOCIETY'S
MOST PERVASIVE AN_!)_
RADICAL NEEDS,_INCLUDING
THOSE RELATING TO SOCIAL WELFARE, HEALTH,_ENVIRONMENT,
ECONOMICS,_
GOVERNANCE,
FOREIGN
RELATIONS
AND ARTS AND CULTURE.
1fthe organization d1scont1nued its operations or disposed of more than 25% of its assets
Check this box
1--.:..3-+6-'--------Number of voting members of the governing body (Part VI, line la)
Number of independent voting members of the governing body (Part VI, line lb)
t---4--t--5
_______
_
Total number of employees (Part V, line 2a)
1---5-+4_______
_
Total number of volunteers (estimate 1f necessary)
i---6-;-_0_______
_
2
3
4
5
6
7a Total gross unrelated business revenue from Part VIII line 12, column (C)
7
b Net unrelated business taxable income from For '990-iC;illi~
1---7_a+--------..:O-'-.
7b
'r":.~
QI
:::,
c
QI
>
13
Grants and s1m1laramounts paid (Part IX, column (A), lines 1-3)
14
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
5,561,648.
9,427,072.
308,843.
388,184.
16a Professional fundra1sing fees (Part IX, column (A), line 1le)
b Total fundra1sing expenses (Part IX, column (0), hne 25)
17
18
19
Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less ex enses Subtract line 18 from line 12
226,
851.
802,720.
..
enli
22
End of Year
10,550,875.
14,035.
Be innin of Year
11,031,482.
5,262.
.u
20
.t~ 21
6,461,153.
ll g
1,435,745.
6,673,211.
10,536,840.
11,026,220.
O Part II
,~ubd~~uggo,;11~~?61~9at~g~egfu~~,c"h'gr~~!~ieh~~-a~~dk~o~l~JJ,;"
of myknowledge
andbelief,,t ,s
l,Z ~
~~ign
Yr1ere
Date
Lo
Director
Date
t=
@Raid
~re~arer's
tase
Only
Preparer's
signature
Check,f
self
employed
Preparer's
1dent1fy1ng
number
(see1nstruct1ons)
Ftrm'sname(or
tit
Administration
LLC
yours1fself:~~f:~nd ~..:::..=---=..::::-.-..::..=..::==-=--=S~t=--U.:::..:;n~i~t=--~3:..._
_______________
ZIP+4
Henderson
NV
89074-8847
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
--+'E~l~N
__ _______
Phoneno (702)
~~---~
541-8400
X Yes
TEEA0101 12/22/08
No
\1~fv
Part Ill
.,;
,1
Donors
Trust,
Inc.
52-2166327
Pa e 2
2 Did the organization undertake any s1gnif1cant program services during the year which were not listed on the prior
D
D
Yes
_
_
[I
No
3 Did the organization cease conducting, or make s1gnif1cantchanges 1n how 1tconducts, any program services?
Yes [I
No
If 'Yes,' describe these changes on Schedule 0.
4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501 (c)(3)
and 501 (c)(4) organizations and section 4947(a)(l) trusts are required to report the amount of grants and allocations to others, the total
expenses, and revenue, 1fany, for each program service reported
4a (Code
) (Expenses
9, 754,
098.
1nclud1nggrants of
9, 221,
AND
PRIVATE
INITIATIVES,
SOCIETY'S
144.)
MOST _PERVASIVE
AND RADICAL
INCLUDING_THOSE
RELATING
TO SOCIAL
WELFARE,_ HEALTH,_ENVIRONMENT,
GOVERNANCE,
FOREIGN
RELATIONS
AND ARTS AND CULTURE;_ AND WHICH
PHILANTHROPY
AND INDIVIDUAL
SOCIETY'S_NEEDS,_AS
OPPOSED
(Revenue
9, 557, 401.)
ALLOWS CONTRIBUTORS
TO THE DAF _T9_
THROUGH EDUCATION,
___________
_
NEEDS,
_______
ECONOMICS, _________
ENCOURAGE ____________
GIVING
AND RESPONSIBILITY
AS AN ANSWER TO _____________
TO GOVERNMENTAL
INVOLVEMENT.
_______________________
_
_
_
_
_
) (Expenses $
198,622.
includinggrantsof
$
4b (Code ____
$ ___
2_2_5__,,'--0_0'-0'---.
)
10, 000. ) (Revenue
NEW PHILANTHROPY STUDIES (NPS) - THE PROJECT FOR NEW PHILANTHROPY ST~JDIES IS A PROGRAM OF DONORSTRUST
_
THAT ENGAGES AND ENCOURAGES SCHOLARS_AND_PRACTITIONERS
SEEKING
TO BETTER ___________
UNDERSTAND
THE ROLE OF VOLUNTARY_ACTION
AND PHILANTHROPY _IN ACHIEVING
SOCIAL ________
_
COOPERATION
AND DISTRIBUTION
OF PRIVATE
AND PUBLIC
GOODS. ______________________
_
4c(Code
)(Expenses$
CENTER
THE
FOR COLLEGE
CENTER
381,815.
AFFORDABILITY
FOR COLLEGE
1nclud1nggrantsof
AND_PRODUCTIVITY
AFFORDABILITY_AND_PRODUCTIVITY
0.)(Revenue
_(CCAP)
IS
511,850.)
_
ECONOMICS
OF HIGHER EDUCATION,
_IN PARTICULAR,
_ISSUES
_ACCOUNTABILITY,
AND TRANSPARENCY. ___________________
------------------------------------------------------------------
TEEAO102
12124/08
______
_
_
_
BAA
_______________________
535,000.)
IP.art IV
Donors Trust,
Inc.
of Reauired Schedules
52-2166327
Page 3
IChecklist
Yes
1
Did the organization engage in direct or 1nd1rectpolitical campaign act1v1t1eson behalf of or 1noppos1t1on to candidates
for public office? ff 'Yes,' complete Schedule C, Part I
Section 501(c)(3) organizations. Did the organization engage in lobbying act1v1t1es?ff 'Yes,' complete Schedule C, Part II
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? ff 'Yes,' complete Schedule C, Part Ill
6
7
8
No
x
x
x
x
3
4
1---'-5-+---1--
Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice
on the d1stribut1on or investment of amounts in such funds or accounts? ff 'Yes,' complete Schedule D, Part I
Did the organization receive or hold a conservation easement, 1nclud1ng easements to preserve open space, the
environment. historic land areas or historic structures? ff 'Yes,' complete Schedule D, Part II
Did the organization maintain collections of works of art, historical treasures, or other s1m1larassets? ff 'Yes,'
complete Schedule D, Part Ill
9 Did the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed 1n Part X,
or provide credit counseling, debt management, credit repair, or debt negot1at1on services? ff 'Yes,' complete
Schedule D, Part IV
9
10
Did the organization report an amount 1n Part X, lines 10, 12, 13, 15, or 257 ff 'Yes,' complete Schedule D, Parts VI,
VII, VIII, IX, or X as applicable
11
12
Did the organization receive an audited f1nanc1al statement for the year for which 111scompleting this return that was
prepared in accordance with GAAP? ff 'Yes,' complete Schedule D, Parts XI, XII, and XIII
12
13
10
11
14a Did the organization maintain an office, employees, or agents outside of the U S ?
b Did the organization have aggregate revenues or expenses of more than $ 10 000 from grantmak1
business, and program service act1v1t1esoutside the U S ? ff 'Yes,' complete 'schedule F, Part I
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or
or entity located outside the United States? ff 'Yes,' complete Schedule F, Part II
15
13
14a
14b
15
x
x
x
x
x
x
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggrer .:1tegrants or assistance to
1nd1v1dualslocated outside the United States? ff 'Yes,' complete Schedule F, Part Ill/
16
17
Did the organization report more than $ 15,000 on Part IX, column (A), line 11e? ff Yes,' complete Schedule G, Part I
17
18
Did the organization report more than $ 15,000 total on Part VIII, lines 1c and 8a 'ff 'Yes,' complete Schedule G, Part II
18
19
20
21
Did the organization report more than $ 15,000 on Part VIII, line 9a? ff 'Yes,' cc nplete Schedule G, Part Ill
Did the organization
reportmorethan$5,000on Part IX,column(A),line 1? If 'Yes,'complete.~
,neduleI, PartsI andII
19
20
21
22
Did theorganization
reportmorethan$5,000on Part IX,column(A),line 2? If 'Yes,'completr3cheduleI, PartsI andIll
22
23
Did the organ1zat1on answer 'Yes' to Part VII, Section A, questions 3, 4 Sr 57 ff 'Yes,' complete
Schedule J
23
Did the organization operate one or more hospitals? ff 'Yes,' complete Sched le H
24a Did the organization have a tax-exempt bond issue with an outstan,,hg principal amount of more than $100,000
as of the last day of the year, and that W"'"'
- .:ll, 2002? ff 'Yes,' answer questions 24b-24d and
complete Schedule K ff 'No, 'go to queC' "', 25
b Did the organization invest any proce .ds of tax-exempt bonds beyond a temporary period exception?
c Did the organization maintain an
any tax-exempt bonds?
f'
24a
x
x
x
x
24b
,crow account other than a refunding escrow at any time during the year to defease
24c
d Did the organization act as an Jn 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 1n an excess benefit transaction with a
d1squal1f1edperson during the year? ff 'Yes,' complete Schedule L, Part I
b Did the organ1zat1on become aware that 1t had engaged in an excess benefit transaction with a d1squallf1ed person from
a prior year? ff 'Yes,' complete Schedule L, Part I
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compens'ated employee, or
d1squal1f1edperson outstanding as of the end of the organization's tax year? ff 'Yes,' complete Schedule L, Part II
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial
contributor, or to a eerson related to such an 1nd1v1dual?ff 'Yes,' comeJete Schedule L, Part Ill
BAA
TEEAO 103
10/ 13/08
24d
25a
25b
26
x
x
27
Form 990 (2008)
.,
IP.art IV
Donors
Trust,
Inc.
52-2166327
Page 4
28
No
During the tax year, did any person who 1s a current or former officer, director, trustee, or key .mployee
a Have a direct business relat1onsh1p with the organ1zat1on (other than as an officer, director, trustee, or employee),
or an indirect business relat1onsh1p through ownership of more than 35% 1n another entity (1nd1v1duallyor collectively
with other person(s) listed in Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV
28a
28b
corporation) doing business with the organization? If 'Yes,' complete Schedule L, Part IV
28c
29
Did the organization receive more than $25,000 1n non-cash contributions? If 'Yes,' complete Schedule M
29
30
Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qualified conservation
contributions? If 'Yes,' complete Schedule M
30
31
Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I
31
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of ,ts net assets? If 'Yes,' complete
Schedule N, Part If
32
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections
301 7701 -2 and 301 7701 .31 If 'Yes,' complete Schedule R, Part I
33
34
Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts If, Ill, IV, and V,
/me 1
34
Is any related organization a controlled entity w1th1nthe meaning of section 512(b)(l 3)? If 'Yes,' complete Schedule R,
Part V, !me 2
35
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, !me 2
36
37
b Have a family member who had a direct or indirect business relat1onsh1p with the organization? If 'Yes,' complete
Schedule L, Part IV
c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional
35
36
37
Did the organization conduct more than 5% of ,ts act1v1t1esthrough an entity that 1s not a related organization and that 1s
treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI
BAA
TEEAO104
12/18/08
IP.art V
Donors
Trust,
Inc.
52-2166327
Page S
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U S
Information Returns Enter O 1f not applicable
b Enter the number of Forms W-2G included in line la Enter -0- 1f not applicable
1---1_a-1------------f
1b
52
L-..:....=.L..--------.....:..i
comply with backup w1thhold1ngrules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
I.2al
filedfor the
2 a Enterthe numberof employees
reportedon FormW-3,Transmittalof WageandTaxStatements,
calendar
yearendingwith or withintheyearcoveredbythis return
2b If at least one 1s reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a 1sgreater than 250, you be required to e-f1le this return (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by
this return?
b If 'Yes' has 1tfiled a Form 990-T for this year? If 'No,' provide an explanation
m Schedule
No
--
1c
--
-----
--
2b
-- ---- --
-- J
3a
3b
4a At any time during the calendar year, did the organization have an interest 1n, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other f1nanc1alaccount)?
b If 'Yes,' enter the name of the foreign country .. ------------------------------i
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and
F1nanc1alAccounts
4a
--
Sa Was the organization a party to a proh1b1tedtax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that 1twas or 1sa party to a proh1b1tedtax shelter transaction?
----
Sa
Sb
x
x
Sc
Ga
c If 'Yes,'
to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding
Proh1b1tedTax Shelter Transaction?
Ga Did the organization sol1c1tany contributions that were not tax deductible?
b If 'Yes,' did the organization include with every solic1tat1on an express statement that such contributions or gifts were not
deductible?
7
Gb
--
-- ---
7c
-----
---
---
.,,'x
- -----
7e
7f
7g
7h
'
--
8
!L
9a
9b
. I
x
x
fl
BAA
7a
7b
'
:
'\.
'\
'
Wb---
__ f
~--l
12a
Form 990 (2008)
TEEAO105
02126109
Trust,
Inc.
52-2166327
Page 6
Governance, Management and Disclosure (Sections A, B, and C request ,nformat,on about pol1c1esnot
reqwred by the Internal Revenue Code.)
Section A GovernmQ Bodv and Manaqement
Part VI
Yes
For each 'Yes' response to Imes 2-7b below, and for a 'No' response to Imes 8 or 9b below, descnbe the c"cumstances,
processes, or changes m Schedule O See mstruct1ons
If---+'----------1
1 a I6
I~-~---------!
1 bl 5
--
2 Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1p with any other
officer, director, trustee or key employee?
---~ '
-----
Did the organization delegate control over management duties customarily performed by or under the direct superv1s1on
of officers, directors or trustees, or key employees to a management company or other person7
Did the organization make any s1grnf1cantchanges to its organizational documents
No
5 Did the organization become aware during the year of a material d1vers1onof the orgarnzat1on's,assets7
6 Does the organization have members or stockholders?
x
x
5
6
7 a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body7
b Are any dec1s1onsof the governing body subJect to approval by members, stockholders, or other persons?
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following
Sa
---
-~'"
x
x
Sb
9a
b If 'Yes,' does the organization have written pol1c1esand procedures governing the act1v1t1esof such chapters, aff1l1ates,
and branches to ensure their operations are consistent with those of the orgarnzat1on7
11
7b
---
10
7a
9b
Was a copy of the Form 990 provided to the organization's governing body before 1t was f11ed7All organizations must
describe in Schedule O the process, 1f any, the organization uses to review the Form 990
10
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 m Schedule O
11
Section B.
Policies
No
Yes
12a Does the organization have a written conflict of interest pol,cy7 If 'No, go to /me 73
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to confl1cts7
c Does the orgarnzat,on regularly and consistently monitor and enforce compliance with the policy? If 'Yes, descnbe m
Schedule O how this ,s done
13 Does the organization have a written wh1stleblower policy?
Does the organization have a written document retention and destruction policy7
14
15
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparab1l1ty data, and contemporaneous substant1at1on of the deliberation and dec1s1on
a The organization's CEO, Executive Director, or top management off1c1al?
12a
12b
12c
13
14
x
x
'*-- ----
15a
15b
--
16a Did the organization invest in, contribute assets to, or part1c1pate ,n a Joint venture or s1m1lararrangement with a taxable
entity durrng the year7
-- --
16a
b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate ,ts part1c1pat1on
in 101ntventure arrangements under applicable federal tax law, and taken steps to safeguard the orgarnzat,on's exempt
status with respect to such arrangements7
Section C.
---
-'
!
--16b --
~--J
Disclosures
SEE STATEMENT,
ATTACHED ___________
17
List the states with which a copy of this Form 990 1s required to be filed
18
Section 6104 requires an organization to make ,ts Forms 1023 (or 1024 1f applicable), 990, and 990-T (501(c)(3)s only) available for public
inspection Indicate how you make these available Check all that apply
O Own website
D Another's website
~ Upon request
Describe ,n Schedule O whether (and 1f so, how) the orgarnzat,on makes ,ts governing documents, conflict of interest policy, and financial
statements available to the public
State the name, physical address, and telephone number of the person who possesses the books and records of the organization
19
20
Donors
Trust
_______
109
N Henry_St,
___
Alexandria,
BAA
__ VA_
22314-2903
____
(703)
535-3563
TEEAOl 06
12118/08
Donors Trust,
Inc.
52-2166327
Part VII
Compensation of Officers, Directors, Trustees, Key Employees, Hig!iest Compensated
Employees, and Independent Contractors
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Form 990-(2008
Page 7
1 a Complete this table for all persons required to be listed Use Schedule J-2 1fadditional space 1s needed.
List all of the organization's current officer~ directors, trustees (whether ind1v1dualsor organizations), regardless of amount of
compensation, and current key employees Enter u 1ncolumns (D), (E), and (F) 1f no compensal1on was paid
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who
received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) or more than $100,000 from the organization and any
related organizations
List all of the organization's former officers, key employees, and highest compensated employees who received more than $ 100,000 of
reportable compensation from the organization and any related organizations
List all of the organization's former directors or trustees that received, 1nthe capacity as a former director or trustee of the
organization, more than $100,000 of reportable compensation from the organization and any related organizations
List persons in the following order: 1nd1v1dualtrustees or directors; inst1tut1onaltrustees; officers, key employees; highest compensated
employees; and former such persons
Check this box 1f the organization did not compensate any officer, director, trustee, or kev emoloyee.
(A)
(B)
(c)
(D)
Name and Title
Average
hours
per week
~~
!le c~ "'-
:l
Ji
"'
11
'<
.J
:i:
::a
,1
~]
ti
~-
~I
::i
'.!!
Reportable
compensation from
the orgarnzat1on
0N2/1 99-MISC) '
(E)
(F)
Reportable
compensation from
related or~arnzat1ons
0N-2/10 9-MISC)
Estimated
amount of other
compensation
from the
organization
and related
organ1zal1ons
~ ~
:,
'IJ
'\
..
;;
','
11
Q.
Whitney
L Ball __________
President
& CEO
Kimberb,r O Dennis
_______
Chairman
James Piereson
--------------------Vice Chairman
Nathaniel
C Moffat
--------------------Secretary
& Treasurer
William
J Hume
--------------------Director
Melissa
M Cliett
--------------------Officer
Chief Operating
ALL MAY BE REACHED
--------------------AT THE ORGANIZATION
40.00
0.00
0.
0.
0.
0.00
0.
0.
0.
0.00
0.
0.
0.
0.00
0.
0.
0.
0.
0.
40.00
154,623.
0.
116,711.
15,000.
'
-----------------------------------------------------------------------------------------------------
-------------------------------------------------------------
---------------------
'
--------------------BAA
TEEA0107
11/07/08
Donors Trust,
Inc.
52-2166327
Page 8
I Section A. Officers, Directors, Trustees. Kev Employees and Hiahest Compensated Emplovees {cont.)
Form 990.(2008)
I Part VII
(A)
(B)
(c)
~~
g ;:,
~g-S:
Q~t
[
m
(D
lb Total
2 Total number of 1nd1v1duals(1nclud1ngthose
organization
in
~ 2.} 3
... 3~!:!!!?
c:...
(D)
(E)
(F)
Reportable
compensation from
the organization
(W-211099-MISC)
Reportable
compensation from
related organ1zat1ons
(W 2/1099-MISC)
Estimated
amount of other
compensation
from the
organization
and related
organ12at1ons
%g:8
.g
"'
~
1[
271,334.
0.
la) who received more than $100,000 1n reportable compensation from the
15,000.
2
Yes
No
- ..
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 1nd1v1dual
4 For any ind1v1dualhsted on line 1a, 1s the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,0007 If 'Yes' complete Schedule J'for such
~--..&-
1nd1v1dual
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services
rendered to the organization? If 'Yes.' complete Schedule J for such person
--x
---
-~
(B)
Description of Services
(A)
Name and business address
Baer
Markets
130
Michaux
Rd
Riverside
IL
60546
Oversaw
and delivered
ProJect
all
(C)
Compensation
work
184,746.
Program
2 Total number of independent contractors (1nclud1ngthose 1n 1) who received more than $100,000 1n
cornoensat1on from the organ1zat1on ... 1
BAA
TEEAO108
10113/08
Donors Trust,
Inc.
Statement of Revenue
IP.art VIII I
52-2166327
(B)
Related or
exempt
functron
revenue
(A)
Total revenue
1 a Federated campaigns
~~
(D)
Revenue
excluded from tax
under sectrons
512, 513, or 514
(C)
Unrelated
busrness
revenue
1a
~!!
b Membership dues
1b
~::e
Ill<(
c Fundrarsrng events
le
t: a:
as
d Related organrzatrons
1d
<Iii
e Government
grants(contrrbutrons)
1e
Q a:
f All othercontrrbutrons,
grits,grants,and
srmrlaramountsnot includedabove
g Noncash
contrrbnsincludedin Ins la-11
h Total. Add lrnes 1a- lf
a: 0
Page 9
I
I
'
'
Zcil
.......
::, :c
I l5
1-Q
Zz
<(
...
z
...
~
a:
...
>
a:
...
1f
10 I 634 I 041.
1,468,626.
'
....
Business Code
::,
2a ADMIN SERVICES
-----------------b
------------------
--------~
PROVIDED TO SO 561000
CJ
...
"'
<(
a:
a:
'
I
--
.,.._
552,242.
....
552,242
284,903.
....
Royalties
....
....
(1) Real
--~--
----'Ji.a<
-~----
0.
0.
0.
0.
----------
....
(1) Securities
.
---
-----
..
----~----
---------"
~-
-----
-445,828.
--
....
----~- - -----
----
''
Vt,
6,776,651.
c Garn or (loss)
__
---
{Ii) Other
7 a Grossamountfrom salesof
assetsotherthaninventory 6,330,823.
b Less costor otherbasis
andsalesexpenses
284,903.
-i
"
---
-- -
>:::.
'
------
- --
-445,828.
--
---
0.
"?''
'
'0li'
(11)Personal
----- - --
SN
---
-445,828.
0.
'
!
'
a:
a:
:c
"'
...
0
~\
b
c Net income or (loss) from fundrarsrng events
9a Gross income from gaming actrvrtres
See Part IV, lrne 19
b Less direct expenses
a
b
Shareholder
year
l1t1gat1on
double
settlement
c To actiust
egui.Pment
d All other revenue
booked
expen
procee
to audit
- -- -
-- --
--- -------~-----
-- -------
'
--
--
--
---
I
I
a
--
-- --
---
----
--
Business Code
Miscellaneous Revenue
Remove previous
--
--
tJ
---
....
BAA
----- -------.<
----
552,242.
revenue
6a Gross Rents
::E
::,
------------------
-----------------e
-----------------f All other program service
...
'
-- ----
--
1, 401.
67.
-690.
900099
900099
900099
....
---
1, 401.
67.
-690.
- --
-----
---
---
-----
0.
0.
0.
--
- --
-- ------- -
---
0.
0.
0.
778 .
Total Revenue. Add lrnes 1h, 2g, 3, 4, 5, 6d, 7d, Be, 9c,
lOc,andlle
~ 11,026,136.
TEEAO109
---------
12/18/2008
553,020.
0.
-160,925.
Form 990 (2008)
Donors
Trust,
Inc.
52-2166327
Pa e 10
d Utilities
______________
e Dues, _mernbersh.iJ);,
_& subs
t All other expenses
25
26
__
Totalfunctionalexoenses.
Addlines1 throuah24f
Joint Costs. Check here
1f following
SOP 98-2. Complete this line only 1f the
organization reported 1ncolumn (B) Joint
costs from a combined educational
campa1an and fundra1s1nasohc1tat1on
(A)
Total expenses
(8)
(C)
Management and
general expenses
Program service
expenses
9,427,072.
(D)
Fundra1s1ng
expenses
9,427,072.
!
i
286,334.
169,155.
101,850.
77,362.
20,152.
'
97,027.
17,797.
6, 691.
9,650.
70,102.
6,434.
53,843.
1,125.
5, 691.
2, 091.
10,568.
18,109.
33,434.
68,479.
9,826.
10, 711.
17,694.
22,289.
1,105.
7, 421.
10,277.
311.
3, 901.
0.
842.
152.
104.
7,244.
67,374.
1,563.
282.
35,134.
87,956.
5,964.
11,075.
14,150.
52,173.
102,106.
5,032.
656.
3,636.
437.
0.
489.
77.
907.
142.
1, 961.
756.
739.
413.
240.
5,912.
66,522.
3,643.
1,405.
1,374.
766.
445.
,,
47,154.
9,754.
6,439.
3,536.
5,787.
982,797.
11,251,001.
41,550.
7,593.
4,326.
2,357.
5,102.
976,885.
10,957,628.
226,
0.
851.
LJ
BAA
TEEA0110
12/19/08
IP.art
Donors
Trust,
Inc.
52-2166327
Page 11
I Balance Sheet
(A)
Beg1nn1ngof year
Cash - non-1nterest-bear1ng
3
4
(B)
End of year
1
2
7,661,252.
8,633,549.
3
4
289,166.
75,259.
s
s
E
T
Receivables from current and former officers, directors, trustees, key employees,
or other related parties Complete Part II of Schedule L
6 Receivables from other d1squalrf1edpersons (as defined under section 4958(f)(l ))
and persons described 1n section 4958(c)(3)(8) Complete Part II of Schedule L
7 Notes and loans receivable, net
8 Inventories for sale or use
9 Prepaid expenses and deferred charges
10a Land, buildings, and equipment cost basis
10a
57, 551.
b Less accumulated deprec1at1on Complete Part VI of
Schedule D
10b
25,571.
11
12
13
14
15
16
17
18
19
I
A
B
I
20
21
23
24
25
26
N
E
T
A
27
28
29
E
T
u
N
A
L
A
N
c
E
s
30
31
32
33
34
---------
- ...J
6
7
8
9
'
----------
---
-n
34,964.
2,042,401.
10c
1,000,000.
12
----
_____
>
31,980.
1,556,388.
250,000.
11
15
3,699.
11,031,482.
5,262.
'--
3,699.
10,550,875.
14,035.
16
17
18
19
20
21
I
E
- --
----
14
---
13
0
R
---
22
'--
-----
--~--- ---- - -
t
----
-----
___J
22
23
24
25
14,035.
26
5,262.
'
'
-------
---
- -
27
11,026,220.
----- --
--
--10,536,840.
---
_,
28
29
..
--
- -
--
'.-
I
I
---- ----
---- ------
------------
__J
30
31
11,026,220.
32
33
11,031,482.
34
10,536,840.
10,550,875.
~ Accrual
Other
Cash
1 Accounting method used to prepare the Form 990
2a Were the organization's f1nanc1alstatements compiled or reviewed by an independent accountant?
b Were the organ1zat1on's financial statements audited by an independent accountant?
c If 'Yes' to 2a or 2b, does the organization have a committee that assumes respons1b1l1tyfor oversight of the audit,
review, or comp1lat1on of its financial statements and selectron of an independent accountant?
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1nthe Single
Audit Act and OMS Circular A- 1337
b If 'Yes,' did the orqanrzat1on undergo the reau1red audit or audits?
BAA
TEEAOI 1I
12/22/08
---
Yes
No
------ -
----
2a
2b
x
x
2c
3a
3b
Form 990 (2008)
OMB No 1545-0047
SCHEDULE A
(F,orm 990 or 990-EZ)
2008
Open to Public
Inspection
Employer 1dent1f1catJonnumber
Donors Trust,
Inc.
52-2166327
I Part I IReason for Public Charitv Status (All oraanizat1ons must complete this part.) (see 1nstruct1ons)
The organization 1s not a private foundation because 1t 1s (Please check only one organization )
1
2
3
4
8
9
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 Ill)
10
11
An organization organized and operated exclusively to test for public safety See section 509(a)(4). (see instructions)
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described 1nsection 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 D Type I
b O Type II
O By checking this box, I certify that the organization
c
Type Ill - Functionally integrated
d
Type Ill- Other
1snot controlled directly or indirectly by one or more d1squahf1ed persons other
than foundation managers and other than one or more publicly supported organizations described 1nsection 509(a)(l) or section
509(a)(2)
If the organization received a written determination from the IRS that 1sa Type I, Type II or Type Ill supporting organization,
check this box
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
Yes No
(i)
a person who directly or 1nd1rectlycontrols, either alone or together with persons described 1n (11)and (111)
11 a (i)
below, the governing body of the supported organization?
11 a (ii)
(ii)
a family member of a person described in (1) above?
11 g (iii)
(iii) a 35% controlled entity of a person described 1n (1) or (11)above?
Provide the follow1na 1nformat1ona bout the organizations th e oraanizat1on supports
(11) EIN
(111)Type of organ1zat1on
(described on lines 1-9
above or IRC section
(see 1nstruct1ons))
(IV) Is the
organization 1n col
(1) listed ,n your
governing
document'
Yes
No
No
Yes
Yes
No
'
Total
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA0401
12/17/08
2008
Donors Trust,
Inc.
5 2 - 216 6 3 2 7
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Page 2
Section A. Public Su
ort
(b) 2005
(a) 2004
1,585,251.
2,805,881.
(c) 2006
4,866,975.
(e) 2008
(d) 2007
12,188,446.
(f) Total
10,634,041.
32,080,594.
24,210,754.
UDDOrt
10
7,869,840.
32,080,594.
(a) 2004
1,585,251.
12
13
805
'S,
881.
(c) 2006
4,866,975.
45,954.
, <s
(d) 2007
12,188,446.
111,726.
'
(e) 2008
10,634,041.
271,453.
32,080,594.
284,903.
\,
z:
(f) Total
zz -
728,910.
'
12
"'
32,809,504.
First five years. If the Form 990 1sfor the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here
14,874.
"'4;' ,.,
11
(b) 2005
...0
ort Percenta e
Public support percentage for 2008 (line 6, column (f) d1v1dedby line 11, column (f)
Public support percentage for 2007 Schedule A, Part IV-A, line 26f
14
15
73.79%
67. 04 %
16a 33-1/3 support test - 2008. If the organization did not check the box on line 13, and the line 14 1s33- 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization
... ~
b 33-1/3 support test - 2007. If the organization did not check a box on line 13, or 16a, and line 15 1s33- 1/3% or more, check this box
and stop here. The organization qual1f1esas a publicly supported organization
...
17 a 10%-facts-and-circumstances test - 2008. If the organization did not check a box on line 13, I6a, or 16b, and line 14 1s 10%
or more, and 1f the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain 1n Part IV how
the organization meets the 'facts-and-circumstances' test The organization qual1f1esas a publicly supported organization
b 10%-facts-and-circumstances test - 2007. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s 10%
or more, and 1f the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain 1n Part IV how the
organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organ1zat1on
...
0
0
...
Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see 1nstruct1ons
...
BAA
Schedule A (Form 990 or 990-EZ) 2008
18
TEEA0402
12/17108
Part Ill
2008
Donors
Trust,
Inc.
Support Schedule for Organizations Described in Section 509(a)(2)
52-2166327
Page 3
Sec1on
f
A Pu bl"IC Sup port
Calendar year (or fiscal yr begmnmgm)
1 Gifts, grants, contributions and
membership fees received ~Do
not include 'unusual grants '
2 Gross receipts from
adm1ss1ons,merchandise sold
or services performed, or
facilities furnished 1na act1v1ty
that 1s related to the
organization's tax-exempt
purpose
thatare
3 Grossreceiptsfromactiv1lles
notan unrelated
tradeor business
undersection513
4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
its behalf
5 The value of services or
fac1l1t1esfurnished by a
governmental unit to the
organization without charge
Ca)2004
Cb) 2005
Cc)2006
Cd) 2007
Ce)2008
(f) Total
sec1on
t
rt'
t TM'
1r
,j0j0
<;
,;/
BT oat IS UPPOrt
(e) 2008
Cb)2005
Cc)2006
Cd)2007
Calendar year (or fiscalyr beginning
in)
Ca)2004
9 Amounts from line 6
lOa Gross income from interest,
d1v1dends,payments received
on securities loans, rents,
royalties and income form
s1m1larsources
b Unrelated business taxable
income (less section 511
taxes) from businesses
'
acquired after June 30, 1975
c Add lines 1Oa and 1Ob
11 Netincomefrom unrelatedbusiness
act1v1t1es
notincludedmimelOb,
whetheror notthe business1s
regularlyearnedon
12 Other income Do not include
gain or loss from the sale of
capital assets (Explain 1n
Part IV)
''
"
13 Total support. (addIns9, IOc,11,and 12)
14 First five years. If the Form 990 1sfor the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here
""
(f) Total
...0
ort Percenta e
15 Public support percentage for 2008 (line 8, column (f) d1v1dedby line 13, column (f))
16 Public su port ercentage from 2007 Schedule A, Part IV-A, line 27g
15
16
%
%
BAA
TEEA0403
01129/09
Schedule'A (Form990or990-EZ
P-artIV
BAA
2008
Donors
Trust,
Inc.
52-2166327
Page4
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10;
Part II, line 17a or 17b; or Part Ill, line 12. Provide any other additional 1nformat1on.(see 1nstruct1ons)
TEEA04-04
l 0/07108
OMS No 1545-0047
SCHEDULED
(Form 990)
2008
Open to Public
lnsoection
Employer ldent1f1cation number
Donors Trust,
Inc.
52-2166327
I Part I IOrganizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if
the organ1zat1on answered 'Yes' to Form 990, Part IV, line 6.
(a) Donor advised funds
1
2
9,557,401.
9,221,144.
7,071,432.
88.
5 Did the organization inform all donors and donor advisors 1n writing that the assets held 1n donor advised
funds are the organization's property, subject to the organization's exclusive legal control?
~Yes
6 Did the organization inform all grantees, donors, and donor advisors 1n writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor or other
1m erm1ss1ble rivate benefit??
Part II Conservation
X Yes
No
Easements Com lete 1fthe or arnzat1on answered 'Yes' to Form 990, Part IV line 7.
Purpose(s) of conservation easements held by the organization (check all that apply)
D Preservation
D Preservation
..
Complete lines 2a-2d 1fthe organization held a qual1f1edconservation contribution in the form of a conservation easement on the last day
of the tax year
)
by conservation easements
2b
2c
2d
easements mod1f1ed,transferred, released, ext1ngu1shed,or terminated by the organization during the taxable
easements included in (c) acquired after 8/17/06
5 Does the organization have a written policy regarding the periodic monitoring, inspection, v1olat1ons,and
enforcement of the conservation easement 11holds?
6
7
Staff or volunteer hours devoted to monitoring, 1nspect1ng,and enforcing easements during the year
Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(8)(1) and 170(h)(4)(8)(11)?
9
2a
D Yes
$ ___________
D Yes
No
No
In Part XIV, describe how the organization reports conservation easements 1n its revenue and expense statement, and balance sheet, and
include, 1f applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements
IPar;tJII. IOrganizations
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 s1m1larassets held for public exh1b1tion,education, or research 1nfurtherance of public service, provide, in Part XIV,
the text of the footnote to its f1nanc1al statements that describes these items
b If the organization elected, as permitted under SFAS 116, not to report 1n its revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,education, or research 1nfurtherance of public service, provide the following
amounts relating to these items
(i) Revenues included 1nForm 990, Part VIII, line 1
$ ________
(ii) Assets included 1n Form 990, Part X
2 If the organ1zat1on received or held works of art, historical treasures, or other s1m1larassets for financial gain, provide the following
amounts required to be reported under SFAS 116 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.
TEEA3301
12/23/08
_
_
2008 Donors
Trust,
Inc.
52-2166327
Or anizations Maintainin Collections of Art Historical Treasures or Other Similar Assets
ScheduleD(Form990
P.art Ill
3
Page2
continued
Using the organization's accession and other records, check any of the following that are a s1gnif1cant use of its collection items (check all
that apply)
a
b
c
Public exh1b1t1on
Scholarly research
Preservation for future generations
Other
------------------------
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part XIV
During the year, did the organization sol1c1tor receive donations of art, historical treasures, or other s1m1lar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection?
Yes
No
Pai:t IV Trust, Escrow and Custodial Arrangements Complete 1forganization 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 1ntermed1aryfor contributions or other assets not
included on Form 990, Part X?
QYes
b If 'Yes,' explain the arrangement 1n Part XIV and complete the following table
Amount
c Beginning balance
d Add1t1onsduring the year
e D1str1but1onsduring the year
f Ending balance
2a Did the organization include an amount on Form 990, Part X, line 21?
b If 'Yes,' ex lain the arrangement 1n Part XIV
le
ld
le
1f
LJYes
lJNo
{a) Currentyear
1 a Beg1nn1ngof year balance
b Contributions
c Investment earnings or losses
9,448,610.
10,548,791.
-472,097.
d Grants or scholarships
9,366,969.
e Other expenditures for fac1l1t1es
1,103,256.
and programs
f Adm1nistrat1ve expenses
115,399.
8,939,680.,);
g End of year balance
2 Provide the estimated percentage of the year end balance held as
a Board designated or quasi -endowment
100 . 0 0 %
b Permanent endowment ______
%
c Term endowment ______
%
3a Are there endowment funds not 1nthe possession of the organ1zat1onthat are held and administered for the
organization by
(i) unrelated organizations
(ii) related organizations
b If 'Yes' to 3a(11),are the related organizations listed as required on Schedule R 7
4 Describe in Part XIV the intended uses of the organization s endowment f unds
IPart
vnInvestments-Land
x
x
3a(ii)
3b
Description of investment
1 a Land
b Buildings
c Leasehold improvements
18,695.
38,856.
(Column (d) should equal Form 990, Part X, column (BJ, !me IO(c))
BAA
TEEA3302
12/23/08
(c) Deprec1at1on
~
d Equipment
e Other
Total. Add lines la-le
No
Yes
3a(i)
''~-
1,596.
23,975.
17,099.
14
881.
31,980.
Schedule D (Form 990) 2008
Inc.
Schedule- D (Form 990) 2008
Donors Trust,
I Part VII I Investments-Other Securities See Form 990, Part X, line 12.
52-2166327
Page 3
'
-----------------------Rate Securities
__________
Auction
250,000.
Cost
-------------------------------------------------------
----------------------------------------------------------------------------------------------------------------------------------------
..
250,000.
'
Related (See Form 990, Part X, line 13)
IOther Assets
:.,,\a
tll
'
"'
y,}
..
I Part IX
i'.liit
' ';1'1'.
'fuc,
,,._4Wh,
'
ij
Deposits
3,699.
..
Total. Column (b) Total (should equal Form 990, Part X, col (8), /me 15)
3,699
(b) Amount
* 17;
'
'1
'
"
{/
M
"'
"
'{;'
' '
'
,,
L ;r
,,
''
,:,
'
'
\pf
'
1,
'it
' '
*,
,,
R:,
i'Y
"
,,
'
"'
,,
1'
n
*
:,/
'
'
,f
..
In Part XIV, provide the text of the footnote to the organ1zat1on'sfinancial statements that reports the organization's llab1llty for uncertain tax
pos1t1onsunder FIN 48
BAA
TEEA3303
10/29/08
Donors
Trust,
Inc.
52-2166327
I Reconciliation of ChanQe in Net Assets from Form 990 to Financial Statements
IPart XI
1
Page 4
11,026,136.
11,251,001.
-224,865.
-264,515.
2 Total expenses (Form 990, Part IX, column (A), line 25)
3 Excess or (def1c1t)for the year Subtract line 2 from line 1
Net unrealized gains (losses) on investments
5 Donated services and use of fac11it1es
6 Investment expenses
7 Prior period adjustments
8 Other (Describe 1nPart XIV)
9 Total adjustments (net) Add lines 4-8
10 Excess or (def1c1t)for the year per financial statements Combine lines 3 and 9
4
-264,515.
-489,380.
'
IPart XII I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1
Total revenue, gains, and other support per audited f1nanc1al statements
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains on investments
b Donated services and use of fac1l1t1es
c Recoveries of prior year grants
d Other (Describe in Part XIV)
e Add lines 2a through 2d
2a
-264,515.
2b
2c
2d
t\1
"
4a
4b
,l
11,026,136.
1
1
~:1
11,251,001.
ti:
iLA""
2d
2e
3
l Supplemental
4c
112artXIV
-264,515.
11, 026, 136.
Amounts included on Form 990, Part VIII, line 12, but not on line 1
a Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe in Part XIV)
IPart Xlll&IReconciliation
l
2e
10,761,621.
II
11,251,001.
lU
4b
4c
11,251,001.
Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part Ill, lines la and 4; Part IV, lines lb and 2b, Part V,
line 4, Part X, Part XI, line 8; Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b
_ll!
V Line
4 _____
_ _ _ _ _ _ _ _______
BAA
The
~asi-endowment
the
2ro9rams_described
funds_(board
at_Part
TEEA3304
designated)_are
III
12/23/08
of_Form
intended
990,
Lines_l
for
and
use
4 _______
in __
_
Donors Trust,
Inc.
lemental Information continued
52-2166327
P.artXIV Su
BAA
TEEA3305
07/24/08
Page 5
SCHEDULE I
OMB No 1545-09"7
(Form 990)
2008
Complete if the organization answered 'Yes,' on Form 990, Part IV, lines 21 or 22.
Attatch to Form 990.
Open to Public
Inspection
Donors
Trust,
52-2166327
Inc.
rv,
Does the organ,zabon ma,nta,n records to substantiate the amount of the grants or assistance, the grantees' el1g1b1l1ty
for the grants or assistance, and
the selection criteria used to award the grants or assistance?
2
Yes
No
Describe ,n Part IV the organ,zat,on's procedures for monitoring the use of grant funds ,n the United States
Part II IGrants and Other Assistance to Governments and Organizations in the United States. Complete 1fthe organ1zat1on answered 'Yes' on Form
990, Part IV, line 21 for any rec1p1entthat received more than $5,000. Check this box 1f no one rec1p1entreceived more than $5,000. Use
~
Part IV and Schedule 1-1(Form 990) 1f add1t1onalspace 1s needed
1 (a) Name and address
of organization
or government
See
schedule,_attached
(b)EIN
(g) Description of
non cash assistance
__ _
TEEA3901
12119108
Trust,
Inc.
52-2166327
l?age 2
to Individuals in the United States. Complete 1f the organization answered 'Yes' on Form 990, Part IV, line 22.
Use Schedule 1-1 (Form 990) 1fadd1t1onalspace 1sneeded.
.
Donors
(b) Number of
rec1p1ents
1PartIV
ISupplemental
______
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
Information. Complete this part to provide the information required 1n Part I, line 2, and any other add1t1onalinformation.
Pt
I Line_2
The_Or_ganization_reguires
Pt
I Line
2 ______
g_rants
Pt
I Line
2 ______
are
Pt
I Line
2 ______
oversi_ght
Pt
I Line
2 ______
re_gulations
will
made_to
each _grant_recie_ient
not
be used
to benefit
U.S.
public
charities._
_provided
to
such
discr...ualified
The Or!..anization
by United_States
ap_p).icable
any
to_si_g-n
and
individual
charities.
a letter
_person.
relies
states'
_All
stating_
_____________________
grants----------------------
u12on the-----------------------rules
and------------------------
____________________________________________
BAA
10/02/08
Compensation Information
OMB No 1545-0047
2008
Open to Public
Inspection
SCHEDULE J
(Form 990)
Donors
Trust,
Employer 1dent1f1cat1onnumber
Inc.
Reaar d"mg
52-2166327
compensat1on
Yes
No
1 a Check the appropriate box(es) 1f the organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line 1a Complete Part Ill to provide any relevant 1nformat1onregarding these items
I
I
''
I
'
--- _,I
b If line 1a 1schecked, did the organization follow a written policy regarding payment or reimbursement or prov1s1onof all
of the expenses described above? If 'No,' complete Part Ill to explain
lb
Did the organization require substant1at1on prior to re1mburs1ngor allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked 1n line la?
2
I
I
Indicate which, 1fany, of the following organization uses to establish the compensation of the organization's
CEO/Executive Director Check all that apply
~ Compensat,on comm,ttee
Independent compensation consultant
Form 990 of other organizations
''
During the year, did any person listed 1nForm 990, Part VII, Section A, line la
a Receive a severance payment or change of control payment?
b Participate in, or receive payment from, a supplemental nonqual1f1edretirement plan?
c Part1c1patein, or receive payment from, an equity-based compensation arrangement?
If 'Yes' to any of 4a-c, list the persons and provide the applicable amounts for each item in Par: Ill
- -4a
-----
4b
4c
--- I
x
x
x
6 For persons listed in Form 990, Part VII, Section A, line la, did the organ1zat1onpay 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 1nPart Ill
..
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 Sa or Sb, describe 1nPart Ill
For person listed 1n Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not
described 1n lines 5 and 6? If 'Yes,' describe in Part Ill
x
x
Sa
Sb
,:
i
I
--- -
x
x
6a
6b
--
..
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the 1rnt1al
8
x
contract exception described in Regs section 53 4958-4~ag3~? If 'Yes,' describe 1n Part Ill
Schedule J (Form 990) 2008
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
8
TEEM 101
12123108
Donors
_'I'rust,
Inc.
52-2166327
Key Employees, and Highesf Compensated-Employees. Use Schedule J-1 1fadd1t1onal space 1s needed.
P.a_g_e
2
For each 1nd1v1dualwhose compensation must be reported in Schedule J, report compensation from the organization on row (1) and from related organizations described in the instructions on
row (11) Do not list any 1nd1v1dualsthat are not listed on Form 990, Part VII
Note. The sum of columns (8)(1)-(111)must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a
(B) Breakdown of W-2 and/or 1099-MISC compensation
(1) Base
compensation
(A) Name
iii~~
____ I-________
~:I________
_____
oo~:
~~
154, 62~:
Whitney
L Ball
(C) Deferred
compensation
(i1i)Other
compensation
ror----------~---------~----------~----------loo
ro~----------~---------~----------lOQ
15,
_________
(8)(1)-(D)
0
0.
t-___
16 9 , 6 2 3 .
0.
(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
0.
0.
----------~----------
ror----------~---------~----------loo
ro~----------~---------~----------100
----------~----------
ro~----------~---------~-----------
----------~----------
----------~----------
100
1
(D) Nontaxable
benefits
ror----------~---------~-----------
(ii}
ro~----------~---------~-----------
-----------
ro~----------~---------~-----------
-----------
ro~----------~---------~-----------
----------~----------
100
100
100
(i)
lo_i.lr----------~------------
---------
ro~----------~---------~----------~----------ro
~r----------~---------~----------100
ro~----------~---------~-----------
----------~----------
100
(i)
1,::,r~
- - - - - - - - -1- - -
-------~-----------
ro~----------~---------~-----------
-----------
lfin
BAA
TEEA4102
08/ 11/08
Donors Trust,
Inc.
52-2166327
P.age3
Information
Complete this part to provide the 1nformat1on,explanation, or descriptions required for Part I, lines la, lb, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete
this part for any add1t1onal1nformat1on.
ScheduleJ(Form990)2008
BAA
06/30/08
SCHEDULE M
(F:orm 990)
OMB No 1545-0047
Non-Cash Contributions
2008
Donors
Trust,
Open to Public
Inspection
Inc.
52-2166327
(b)
Number of
Contributions
(c)
Revenues reported
on Form 990,
Part VIII, line lg
(d)
Method of determining
revenues
1 Art-Works of art
2 Art-Historical treasures
3 Art-Fractional interests
4 Books and publ1cat1ons
5 Clothing and household goods
6 Cars and other vehicles
7 Boats and planes
8 Intellectual property
9
10
,,
Securities-Publicly
Securities-Closely
traded
held stock
13
1,468,626.
FMV on date
received
12
13
14
15
16
'
19
20
21
22
23
24
25
26
27
28
Food inventory
Drugs and medical supplies
Taxidermy
Historical artifacts
Sc1ent1f1cspecimens
Archeolog1cal artifacts
Other
( --------------Other
( --------------Other
( --------------Other
(
29
Number of Forms 8283 received bi the organization during the tax year for contributions for which the
organization completed Form 828 , Part IV, Donee Acknowledgement
...
...
...
...
)
)
29
0.
Yes
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that 1t must
hold for at least three years from the date of the 1nit1alcontribution, and which 1snot required to be used for exempt
purposes for the entire holding period?
b If 'Yes,' describe the arrangement 1n Part II
31 Does the organization have a gift acceptance policy that requires the review of any non-standar ::lcontributions?
32a Does the organization hire or use third parties or related organizations to sol1c1t,process, or sell
noncash contributions?
b If 'Yes,' describe in Part II.
No
'
-~ -
--
30a
...
31
32a
x
x
If the organization did not report revenues 1ncolumn (c) for a type of property for which column (a) 1schecked,
describe in Part II
Schedule M (Form 990) 2008
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
33
TEEA4601
12/18/08
Donors Trust,
Inc.
52-2166327
Page 2
Part II Supplemental Information. Complete this part to provide the 1nformat1on required by Part I, lines 30b, 32b,
and 33. Also complete this part for any add1t1onal1nformat1on.
---~-------------------------------------------~---------------------
BAA
TEEA4602
07114/08
SCHEDULEO
OMB No 1545-0047
(Form 990)
Donors
Pt
Trust
Open to Public
Inspection
Employer 1dent1flcat1onnumber
52-2166327
Inc.
return
10 _The
J>!
VI-C,
19 _ u12._on_re_guest
J>!
VI- B ,_ Line
12 C DonorsTrust requires
J>!
VI- B,
Line
12 C policy
J>!
VI-B,_
Line
12c
J'!
VI-B ,_ Line
controlled
J>!
VI-B,_
Line
12c
of business
1'!
VI-B,_
Line
15 _ The COJE.P}'!nsation
J>!
VI-B,_
Line
15 _ The
J'!
VI-B,_
Line
15 _ as available
1'!
VI-B,_Line
with,
in
15 _The
is
by_the_or_g~nizations
VI-A,_Line
Line
2008
reviewed
all officers,
2lan_is
Board
course
Committee
based
directors,
are prohibited
normal
________
____________________________________________
_ These individuals
the
audit_corrunittee
on
or suppliers_of.
individual
on 990s,
of_Directors
ap:e_roves
and
dealings
DonorsTrust._
and disclosed
reviews
in the records,
are
aJ2Proved
Transactions
b_y the
Board
ti1e come_ensation
performance,_
com_parable
the
_professional
_plan.
with officials
and aJ2Proves
to time,
of Interest
occur only
of_Directors.
p).an
annuall:z.
COI,!1Pensation
compensation
______________________
of
_
__
surveys.
_
_
-------------------------------------------------------------------BAA
For Privacy Act and paperwork Reduction Act Notice, see the 1nstruct1ons for Form 990.
TEEA4901
12/19/08
OMB No 1545-0047
SCHEDULER
(Form 990)
2008
Donors
Trust,
Open to Public
Inspection
Attach to Form 990. To be completed by organizations that answered 'Yes' to Form 990, Part IV, lines 33, 34, 35, 36, or 37.
See separate instructions.
I52-2166327
Inc.
!PartT]Identification
of Disregarded Entities
(A)
Name, address, and EIN of disregarded entity
(B)
Primary act1v1ty
(C)
Legal dom1c1le(state
or foreign country)
(B)
Primary activity
(C)
Legal domicile (state
or foreign country)
(D)
Total income
(E)
End-of-year assets
(F)
Direct controlling
entity
(E)
Public charity status
(1f section 501 (c)(3))
(F)
Direct controlling
entity
----------------------------------------------------------------------------------------------------
[Pirt]i] Identification
(A)
Name, address, and EIN of related organization
_____
Grant
(D)
Exempt Code section
making
MD
50l(c)
(3)
509(a)(l)Type1SO
N/A
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA5001
12/23/08
Trust,
Inc.
52-2166327
P.a_g_e
2
(C)
Legal
domicile
(state or
foreign
country)
(D)
Direct
controlling entity
(E)
Predominant
income (related,
investment,
unrelated)
(F)
Share of total income
(G)
Share of end-of-year
assets
(H)
D1spropor
llonate
allocations?
(I)
Code V-UBI
amount in Box
20 of Schedule
(J)
General or
managing
partner?
Kl
Yes
No
(Form 1065)
Yes
No
-------------------------------------------------------------------------------------------------------------------------------
IPart IV
!Identification
(A)
Name, address, and EIN of related organization
BAA
(F)
(D)
(E)
Direct
Type of entity Share of total income
(state or foreign controlling entity (C corp, S corp,
or trust)
country)
TEEA5002
12/23/08
I Share of (G)
end-of-year
assets
(H)
Percentage
ownership
Schedule R (Form
IPart V ITransactions
Trust,
Inc.
52-2166327
P.a_ge3
Yes
During the tax year did the organization engage in any of the following transactions with one or more related organizations listed 1n Parts II-IV
-----
-- - -
a Receipt of (i) interest (ii) annu1t1es(iii) royalties (iv) rent from a controlled entity
1a
, b
1c
1d
1e
No
----
x
x
x
x
I
----
---
1f
1g
1h
, i
-----
x
x
x
x
- -
,j
1k
1I
1m
1n
----
x
x
x
----
- 1a
1r
__J
- -
x
x
--J
x
x
(A)
Name of other organization
Donors
Capital
Fund,
Inc.
(2) Donors
Capital
Fund,
Inc.
(3) Donors
Capital
Fund,
Inc.
(4) Donors
Capital
Fund,
Inc.
(1)
1o
1p
(B)
(C)
Transaction
type (a-r)
Amount involved
134,834.
1,477,500.
552,242.
0.
(5)
(6)
BAA
TEEA5003
07/02/08
Schedule R (Form
990) (2008)
lPart VI !Unrelated
Donors
Trust,
Inc.
52-2166327
page 4
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its act1v1t1es(measured by total asset or gross
revenue) that was not a related organization See Instructions regarding exclusion for certain investment partneJ'sllips
(A)
Name, address, and EIN of entity
(B)
Primary act1v1ty
(C)
Legal Dom1c1le
(State or Foreign
Country)
(E)
(D)
Areall partners Share of endof-year
section
assets
501(c)(3)
organizations?
Yes I No
BAA
TEEA5004
Ol /21 /09
(F)
D1spropor
t1onate
allocations?
Yes
No
(G)
Code V-UBI amount
1n Box 20 of
Schedule K-1
Form (1065)
(H)
General or
managing
partner?
Yes
No
52-2166327
report the amount of grants and allocations to others, the total expenses, and revenue, 1f any, for
each program service reported
Description.
PROJECT OF PERCEPTIONS
OF AMERICANS ABROA ( PPAA)
Code:
Expenses
1 , 6 2 0 - THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD IS A RESEARCH PROJECT WHICH
Grants Of
O - AIMS TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS
Revenue _______
0"'--- EXPRESSED AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN
INTERVIEWS
SPECIALLY
CONDUCTED FOR THIS PROJECT-
Code. ___
Expenses
Grants Of
Revenue
Description.
309 , 848 .
O.
2 6 5 , 0 0 0.
THE PROJECT
THE PROJECT
Description:
223, 864.
987.
170, 000.
The Hollywood
Code ____
Expenses
Description:
8, 77 6.
Government
potential
of
retirement
ProJect
tools
&
The
Growth
dramatically
of
the
baby
spend1.ng
Government
and
was
CONTRACTING,
(HPP)
- The Hollywood
boom"' generation,
to exceed
and Growth
regulation
developed
Supply
The Supply
Side
proposals
for
to
Side
Project
Social
economic,
ProJect
output
proJect
w1th1n
measure
took
Project
true
costs
major
cost
of
socia1
for
To provide
at
greater
cost
benefit
government
liberty
creative
Hollywood.
have
outcomes
medical
how government
dynamic
of
to advance
trends
and
increase
cap1 ta
a new look
a framework
the
develops
Security,
per
aimed
by touching
visual
media:
po11t1ca1.
the
VOTING,
AND EMPLOYMENT.
(G&G) - Three
affecting
in America
and globally,
at the center
of world
in government
taxation,
Description:
7 8, 9 8 5 .
O.
100,000.
PUBLIC
and virtue,
professionals
the
Code: ___
Expenses
Grants Of
Revenue
(PFR)
Code. ____
Expenses
Grants Of
Revenue
O.
O.
REPRESENTATION
EDUCATION,
Grants Of
Revenue
ON FAIR
ON FAIR REPRESENTATION
the
over
services,
the
and
understanding
actions
analysis
spend1ng,taxat1on,
affect
the
A set
and
o
reg
(SSP)
and advances
Medicaid,
fundamental,
Medicare,
market-based
welfare,
and
reform
healthcare
52-2166327
Form
990 p 9/Noncash
Description
Marketable
Amount
securities
1,468,626.
Total
1,468,626.
Form
990 p 11/Line
11,
column
(B)
Description
Publicly
traded
mutual
2000 shrs Walgreen
600 shrs Resmed
2500 shrs Ro12er Inds
1000 shrs Forest
Labs
Labs
250 shrs Abbott
Amount
' 1,325,501.
funds
49,340.
22,488.
120,246.
25,470.
13,343.
Total
1,556,388.
Schedule
D/Part
I,
line
2,
Col
(a)
Description
Cash contributions
Marketable
security
Amount
7,990,615.
, 1,566,786.
contributions
Total
9,557,401.
Schedule
D/Part
I,
line
3,
Col
Description
Cash
Total
gifts
to 12ublic
charities
(a)
Amount
9,221,144.
9,221,144.
52-2166327
Sch D, page
2/Part
V, line
le
col
(a)
Description
Interest
Realized
Unrealized
and dividends
loss
on marketable
loss
on marketable
Amount
238,245_
-445,828_
-264,514_
securities
securities
-472,097_
Total
Sch D, page
2/Part
V, line
ld
col
(a)
Description
Grants
to public
Amount
9,366,969_
charities
Total
9,366,969.
Sch D, page
2/Part
V, line
le
col
(a)
Description
Program
related
directed
Amount
expenses
1,103,256.
1,103,256.
Total
Sch.
R, page
3/Amount
Involved-1
Amount
Description
"grant
to
close
out
DT donor-advised
fund
134,834.
134,834.
Total
Sch.
R, page
3/Amount
Involved-2
Amount
Description
Grants
in
support
of
special
projects
1,477,500.
52-2166327
4
Continued
Sch.
R, page
3/Amount
Involved-2
Description
Total
Amount
1,477,500.
Sch.
R, page
3/Amount
Involved-3
Description
Administration
services
provided
Total
Amount
552,242.
552,242.
Sch.
R, page
3/Amount
Involved-4
Description
Amount
Although
the organizations
share
office
space
and facitlities,
no separate
amount
is charged
for use of space
and facilities
0.
Total
0.
DONORSTRUST
EIN: 52-2166327
That Article II, Section 1, paragraph 1 of the By-Laws shall be deleted in its enttrety and
replaced with the following:
The officers of the Corporation shall consist of a Chairman, Vice Chairman, President &
CEO, Treasurer and a Secretary, and whenever deemed advisable by the Board, one or
more Assistant Secretaries, Assistant Treasurers, Assistant Vice-Presidents or additional
officers. The first five (5) officers listed in the preceding sentence shall be chosen from
among the Directors.
2.
3.
4.
Vice Chairman shall perform the duties of Chairman, and when so acting, shall have and
1
DONORSTRUST
EIN: 52-2166327
may exercise all powers of the Chairman. The Vice Chairman shall perform such other
duties as from time to time may be assigned by the Chairman or Board of Dtrectors.
5.
6.
7.
8.
9.
10.
11.
12.
The Corporation's By-Laws shall otherwise remain in full force and effect, except as
amended hereby.
WITNESS:
__________
Kimberley 0. Dennis, Director
(SEAL)
___________
James Piereson, Director
(SEAL)
___________
Whitney L. Ball, Director
(SEAL)
___________
William J. Hume, Director
(SEAL)
___________
Nathaniel C. Moffat, Director
(SEAL)
AK,AL,AR,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,MA,MD,ME,MI,
MN,MO,MS,NC,ND,NH,NJ,NM,NY,OH,OK,OR,PA,Rl,SC,TN,
UT,VA,WA,Wl,WV.
--
---
EIN: 52-2166327
----
Received
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
Symbol
ABT
ALL
AEO
AFL YY
AVX
ALK
AA
ASIA
AFOP
EYE
ACTI
ASEi
AMSWA
ANN
AMAT
ADM
ABFS
AVT
CELL
BDR
BAC
BBY
BHE
BA
BC
CAPA
CEVA
CVX
COP
CAT
CHK
COHU
CPWR
GL W
CY
DVN
OHi
DIS
DOW
DD
ESV
ENH
ETN
XOM
EXP
ENTN
FSII
FCX
FRO
FRX
GW
GS
Descri1;1tion
ABBOTILABS
ALLSTATE CORP DEL COM
AMER EAGLE OUTFITTERS
AIR FRANCE KLM SPON ADR
AVXCORPNEW
ALASKA AIR GROUP INC COM
ALCOA INC
ASIAINFO HLDGS INC COM
ALLIANCE FIBER OPTIC PDS
ADVANCED MEDICAL OPTICS
ACTIVIDENTITY CORP
AMER SCIENCE & ENGIN
AMN SOFTWARE INC CL A
ANNTAYLOR STRS CORP
APPLIED MATERIAL INC
ARCHER DANIELS MIDLD
ARKANSAS BEST CORP
AVNET INC
BRIGHTPOINT INC
BLONDER TONGUE LAB INC
BANK OF AMERICA CORP
BEST BUY CO INC
BENCHMARK ELECTRONICS
BOEING COMPANY
BRUNSWICK CORP
CAPTARIS INC
CEVAINC
CHEVRON CORP
CONOCOPHILLIPS
CATERPILLAR INC DEL
CHESAPEAKE ENERGY OKLA
COHU INC
COMPUWARE CORP
CORNING INC
CYPRESS SEMICNDTR PV1 CTS
DEVON ENERGY CORP NEW
D R HORTON INC
DISNEY (WALT) CO COM STK
DOW CHEMICAL CO
DU PONT E I DE NEMOURS
COM
ENSCO INTL INC
ENDURANCE SPECIAL TY HLDG
EATON CORP
EXXON MOBIL CORP
COM
EAGLE MATERIALS INC
ENTORIAN TECHNOLOGIS INC
FSI INTL INC
FREEPRT-MCMRAN CPR & GLD
FRONTLINE LTD
FOREST LABS INC
GREY WOLF INC
GOLDMAN SACHS GROUP INC
EIN: 52-2166327
Quantity
180
150
586
400
275
225
175
675
6,300
278
1,575
150
1,825
150
275
275
350
385
650
3,675
85
150
375
125
350
1,875
1,325
115
100
115
225
360
700
565
200
115
700
300
150
170
150
190
100
95
175
2,725
2,250
150
100
115
1,050
50
Price
53.75
47.46
15 93
24.25
11.81
17.17
36.89
12.78
1.35
19.3
2.76
55.29
5.9
24.8
19.98
33.16
36.77
28.15
6.98
1.21
26.62
41.02
16.8
74.79
11.7
4.13
8.37
98 64
94 68
76.64
65.45
15.67
9 57
24 86
26.89
117.43
12.62
32.22
36.58
43.96
80 09
32.12
91
86.92
28.15
0 79
1.365
115.72
69.8
32.94
9.38
181.98
Value
9,675
7, 119
9,335
9,700
3,248
3,863
6,456
8,627
8,505
5,365
4,347
8,294
10,768
3,720
5,495
9, 119
12,870
10,838
4,537
4,447
2,263
6,153
6,300
9,349
4,095
7,744
11,090
11,344
9,468
8,814
14,726
5,641
6,699
14,046
5,378
13,504
8,834
9,666
5,487
7,473
12,014
6,103
9,100
8,257
4,926
2,153
3,071
17,358
6,980
3,788
9,849
9,099
Received
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
Symbol
GE
GNA
HYC
HES
HAS
HPQ
IDTI
IGT
IP
IIIN
JAKK
JPM
JOYG
JNJ
KLAC
KBH
KEYN
LMT
LLY
M RO
MAT
MRK
MSFT
NTE
NBR
NSM
NOK
NSC
OSIS
ORBT
OVTI
OLN
OSG
PSEM
PRLS
PFE
ZQK
ROAC
RAI
RDC
STX
SLE
SGP
AOS
SEH
SFY
SYMC
TDW
TLAB
Tiii
TK
TGT
EIN: 52-2166327
Quantity
185
900
1,475
60
515
225
525
250
125
309
425
125
175
115
175
475
600
100
135
265
450
175
275
1,150
275
275
375
200
275
875
320
350
135
875
2,342
225
565
1,400
150
225
450
375
200
140
700
175
325
125
600
3,500
175
150
Price
27.59
19.3
4.67
126
37.41
45 04
9 98
28 95
23.86
18.32
23.37
37.72
80.17
64.72
40.9
18.77
13.3
103.94
46.94
52.94
18.4
37.03
27.73
13.05
48.92
21.29
24.66
62 62
22.87
7.01
12.93
26.86
83.25
15.68
18
17.69
9.81
3.27
48.65
46 14
19.66
12.57
19.33
34.96
10 47
63.52
19.47
64.16
4.88
1.63
48.26
49.17
Value
5,104
17,370
6,888
7,560
19,266
10,134
5,240
7,238
2,983
5,661
9,932
4,715
14,030
7,443
7,158
8,916
7,980
10,394
6,337
14,029
8,280
6,480
7,626
15,008
13,453
5,855
9,248
12,524
6,289
6,134
4,138
9,401
11,239
13,720
4,216
3,980
5,543
4,578
7,298
10,382
8,847
4,714
3,866
4,894
7,329
11,116
6,328
8,020
2,928
5,705
8,446
7,376
Received
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
6/24/2008
Symbol
TTM I
TNP
TRV
RIG
TRN
UNTO
UTMD
VLO
VSH
WSTG
WMT
woe
WHR
WB
IBM
ASML
EIN: 52-2166327
Quantity
565
300
140
65
400
525
350
225
1,375
490
150
440
50
175
85
395
Price
13.98
37.75
44.94
151.55
37.18
10.41
29
43 16
9.46
7.99
57.32
36.17
65.26
17.86
123 46
24 95
Value
7,899
11,325
6,292
9,851
14,872
5,465
10,150
9,711
13,008
3,915
8,598
15,915
3,263
3,126
10,494
9,855
974,178
(a) Grantee
(b) EIN
EIN: 52-2166327
(c)IRC
(g) Amount
(h) Purpose
Accuracy in Media
DC
20008
23-7135837
501(C)(3)
New York
NY
10012
13-3846431
501(C)(3)
Acton Institute
Grand Rapids
Ml
49503
38-2926822
501 (C)(3)
Acton Institute
Grand Rapids
Ml
49503
38-2926822
501(C)(3)
Acton Institute
Grand Rapids
Ml
49503
38-2926822
501(C)(3)
Acton Institute
Grand Rapids
Ml
49503
38-2926822
501(C)(3)
Washington
DC
20036
30-0162292
501(C)(3)
AIDG
PO Box 104
Weston
MA
02493
68-0589005
501(C)(3)
New York
NY
10021
13-1782483
501(C)(3)
Scottsdale
AZ.
85260
54-1660459
501(C)(3)
Washington
DC
20036
52-2111508
501(C)(3)
i'ooo
Fresno
CA
93728
77-0539599
501(C)(3)
Altered Tails
Phoenix
AZ.
85021
02-0710228
501(C)(3)
Washington
DC
20036
52-1928321
501 (C)(3)
Overland Park
KS
66212
22-3947727
501(C)(3)
Sierra Vista
AZ.
85635-2794
42-1542666
501(C)(3)
American Cause
Vienna
VA
22180
95-3310190
501(C)(3)
POBox 188350
Sacramento
CA
95818
52-2004697
501(C)(3)
Alexandria
VA
22314
52-1294680
501(C)(3)
New York
NY
10023-5860
13-2911127
501(C)(3)
Washington
DC
20036
53-0218495
501(C)(3)
Washington
DC
20036
53-0218495
501(C)(3)
Washington
DC
20036
53-0218495
501 (C)(3)
Arlington
VA
22201
54-1899539
501(C)(3)
New York
NY
10004-1405
13-1568923
501 (C)(3)
New York
NY
10004-1405
13-1568923
501(C)(3)
New York
NY
10004-1405
13-1568923
501 (C)(3)
Dallas
TX
75231
13-5613797
501(C)(3)
1777 T Street, NW
Washington
DC
20009-7125
94-6168317
501(C)(3)
New York
NY
10024-5192
13-6162659
501 (C)(3)
New York
NY
10024-5192
13-6162659
501(C)(3)
PO Box 37243
Washington
DC
20013
53-0198605
501(C)(3)
PO Box 37243
Washington
DC
20013
53-0198605
501 (C)(3)
Los Angeles
CA
90025
53-0198605
501(C)(3)
Arlington
VA
22209
23-7002632
501(C)(3)
Arlington
VA
22209
23-7002632
501(C)(3)
(a) Grantee
Amerrcan Studies Center
(_l&_EIN
EIN: 52-2166327
Jc) IRC
(g)Amount
(h) Purpose
Arlington
VA
22101
51-0232804
501(C)(3)
1100N
Arlington
VA
22101
51-0232804
501(C)(3)
PO Box 5
GlebeRoad,Su1te910
Portland
OR
97207-0005
93-0749558
501(C)(3)
Washington
DC
20016-8143
53-0196549
501(C)(3)
Amerrcan University
Amerrcan-Scandinav1an Foundation
58 Park Avenue
New York
NY
10016
13-1623897
Washington
DC
20036
52-1527294
501(C)(3)
Washington
DC
20036
52-1527294
501(C)(3)
Washington
DC
20036
52-1527294
501(C)(3)
Washington
DC
20036
52-1527294
501(C)(3)
Washington
DC
20036
52-1527294
501(C)(3)
Washington
DC
20036
52-1400492
501(C)(3)
Washington
DC
20036
52-1400492
501(C)(3)
Analemma Society
PO Box 196
Great Falls
VA
22066
54-1937407
501(C)(3)
Pittsburgh
PA
15222
76-0754677
501(C)(3)
501(C)(3)
PO Box 33093
Phoenix
AZ.
85067
74-2493030
501(C)(3)
Minneapolis
MN
55422
41-0693842
501(C)(3)
Chicago
IL
60610-4356
36-2170826
501(C)(3)
New York
NY
10158-3560
13-1818723
501(C)(3)
Tucson
AZ.
85706
86-6031135
501(C)(3)
Asbury Foundation
Gaithersburg
MD
20877
52-1862674
501(C)(3)
Alexandrra
VA
22314
33-0623003
501(C)(3)
1720 N Street NW
Washington
DC
20036
65-0617866
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
20,000
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
1201 L Street, NW
Washington
DC
20005
94-2763845
501(C)(3)
Washington
DC
20006
53-0179971
501(C)(3)
Washington
DC
20036
52-1858532
501(C)(3)
130 N Keeler
Chicago
IL
60624
501(C)(3)
8111
of Rights Institute
Arlington
VA
22203
48-0891418
501(C)(3)
8111
of Rights Institute
Arlington
VA
22203
48-0891418
501(C)(3)
(a) Grantee
(b) EIN
----
Chestnut Hill
MA
02467
53-0179971
EIN: 52-2166327
(c) IRC
501(C)(3)
(g) Amount
(h) Purpose
Bowdoin College
Brunswick
ME
040118432
01-0215213
501(C)(3)
Bethesda
MD
20814
22-1576300
501(C)(3)
Bethesda
MD
20814
22-1576300
501(C)(3)
Bethesda
MD
20814
22-1576300
501(C)(3)
3213 Walker NW
Grand Rapids
Ml
49544
22-1576300
501(C)(3)
PO Box 3294
Los Altos
CA
94024
47-0953215
501 (C)(3)
PO Box 931
Camarillo
CA
93011
95-4088128
501(C)(3)
North ridge
CA
91330
95-6123757
501(C)(3)
Santa Barbara
CA
93101
94-2581509
501(C)(3)
Washington
DC
20036-1480
52-1289734
501 (C)(3)
2141 D1v1s1on
Street
North St Paul
MN
55109
41-1944601
501(C)(3)
1530 P Street, NW
Washington
DC
20005
53-0196523
501(C)(3)
San Jose
CA
95112
83-0400149
501(C)(3)
Cato Institute
Washington
DC
20001-5403
23-7432162
501(C)(3)
Cato Institute
Washington
DC
20001-5403
23-7432162
501(C)(3)
Cato Institute
Washington
DC
20001-5403
23-7432162
501 (C)(3)
Cato Institute
Washington
DC
20001-5403
23-7432162
501(C)(3)
Cato Institute
Washington
DC
20001-5403
23-7432162
501(C)(3)
Cato Institute
Washington
DC
20001-5403
23-7432162
501(C)(3)
Alexandria
VA
22314
20-3676886
501(C)(3)
22314
20-3676886
501(C)(3)
501(C)(3)
Alexandria
VA
Washington
DC
20006
52-1847187
2615 0 Street, NW
Washington
DC
20007
52-2154862
501(C)(3)
PO Box 10882
Alexandria
VA
22310-9998
54-2009193
501(C)(3)
Washington
DC
20005-1202
52-1449368
501(C)(3)
Washington
DC
20005-1202
52-1449368
501(C)(3)
PO Box 2421
Spartanburg
SC
29304
26-0005176
501 (C)(3)
PO Box 741
Amherst
NY
14226-0741
16-1553469
501(C)(3)
Washington
DC
20037
52-1601976
501(C)(3)
Washington
DC
20037
52-1601976
501(C)(3)
Washington
DC
20005
20-4036946
501(C)(3)
Seattle
WA
98109-4468
91-1061721
501(C)(3)
(a) Grantee
(b) EIN
EIN: 52-2166327
(c)IRC
(g) Amount
(h) Purpose
Washington
DC
20036
54-1657505
501 (Cl(3)
Children's Storefront
New York
NY
10035
13-2940671
501(C)(3)
PO BOX 1307
San Antonio
TX
78295-1307
n/a
501(C)(3)
St Paul
MN
55104
41-1916724
501(Cl(3)
Chicago
IL
60610
41-1916724
501 (C)(3)
Claremont
CA
91711
95-1664100
501(C)(3)
Claremont Institute
Claremont
CA
91711
95-3443202
501(Cl(3)
Clemson
SC
29634-1309
57-0426335
501(C)(3)
Ossining
NY
10562
52-1351773
501 (Cl(3)
Stonington
CT
06378-9982
04-2899862
501(C)(3)
PO Box 100
11724
11-2013303' 501(Cl(3)
29 Castle Place
New Rochelle
NY
10805
13-1740447
501(C)(3)
Colorado Springs CO
80320
20-5723514
501(C)(3)
Commentary, Inc
New York
10022
13-3610041
501 (C)(3)
NY
Commentary, Inc
New York
NY
10022
13-3610041
501(C)(3)
Washington
DC
20006
52-1462893
501(C)(3)
Washington
DC
20006
52-1462893
501(C)(3)
Grand Raprds
Ml
49504
38-3336473
501(C)(3)
PO Box 101810
Denver
co
80250-1810
84-1328829
501(C)(3)
Washington
DC
20036
52-1351785
501(Cl(3)
Ithaca
NY
14850-1999
15-6002250
501(C)(3)
Cornell Unrversrty
Ithaca
NY
14853
15-0532082
501(C)(3)
PO Box 76456
Washington
DC
20013-6456
52-2084049
501(Cl(3)
PO Box 76456
Washington
DC
20013-6456
52-2084049
501 (C)(3)
PO Box 25106
Albuquerque
NM
87125
43-6005587
501(C)(3)
CRPA Foundation
Fullerton
CA
92835
73-1719822
501(C)(3)
Culver
IN
79844-1291
35-0868071
501(C)(3)
Dallas
TX
75238
75-1853520
501(C)(3)
Chicago
IL
60604
36-3675466
501(C)(3)
Sherman Oaks
CA
91423
95-4194642
501(C)(3)
Santa Clara
CA
95050-4966
94-2734503
501(C)(3)
Santa Clara
CA
95050-4966
94-2734503
501(C)(3)
Oakland
CA
94612
68-0400757
501(C)(3)
Alexandria
VA
22314-2903
68-0400757
501(C)(3)
New York
NY
10018
52-1516692
501(C)(3)
New York
NY
10029
13-2765924
501 (C)(3)
Seattle
WA
98119-2417
91-2053400
501 (C)(3)
PO Box4
Mecosta
Ml
49332
13-6160965
501 (C)(3)
Elderhostel, Inc
11 Avenue de Lafayette
Boston
02111
04-2632526
501(C)(3)
MA
(a) Grantee
Ethics & Public Polley Center
(b) EIN
Washington
1 Briar Road
PO Box 552
DC
20005
Golf
IL
Olympia
WA
EIN: 52-2166327
(c) IRC
(g)Amount
(h) Purpose
52-1162185
501(C)(3)
60029
36-2518129
501(C)(3)
98507-0522
94-3136961
501(C)(3)
PO Box 552
Olympia
WA
98507-0522
94-3136961
501(C)(3)
Washington
DC
20001
52-2197517
501(C)(3)
Washington
DC
20006
52-1750246
501(C)(3)
Washington
DC
20036
36-3235550
501(C)(3)
Washington
DC
20036
36-3235550
501(C)(3)
Washington
DC
20036
36-3235550
501(C)(3)
Washington
DC
20001
52-1136126
501(C)(3)
593 Fa1rv1ewAvenue N
St Paul
MN
55104-1708
41-1876072
501(C)(3)
PO Box 965005
Manetta
GA
30066
80-0119137
501(C)(3)
PO Box 98048
Washington
DC
20090
13-3240109
501(C)(3)
W1ch1ta
KS
67202-1215
23-7047821
501(C)(3)
PO Box 2000
Boys Ranch
FL
32064
23-7303117
501(C)(3)
FLOW
Austin
TX
78746-6104
20-2238653
501(C)(3)
501 (C)(3)
Washington
DC
20036
20-2238653
501(C)(3)
New York
NY
10016-6819
13-1624007
501(C)(3)
Philadelphia
PA
19102
23-1731998
501(C)(3)
New York
NY
10003
13-3108424
501(C)(3)
New York
NY
10003
13-3108424
501(C)(3)
NY
New York
30 South Broadway
lrv1ngton-on-Huds, NY
10003
13-3108424
501(C)(3)
10533-2529
13-6006960
501(C)(3)
PO Box 1776
Lake Jackson
TX
77566
74-2066841
501(C)(3)
Davis
CA
95616-3839
51-0183347
501(C)(3)
Bethesda
MD
20819
53-0196534
501(C)(3)
Bethesda
MD
20819
53-0196534
501(C)(3)
Seattle
WA
98109
91-1540426
501(C)(3)
FREE
Bozeman
MT
59718
94-3170425
501(C)(3)
20004
52-1526916
501(C)(3)
41-1311053
501(C)(3)
Washington
DC
St Paul
MN
55106
PO Box 572
Chino
CA
91708
20-2227813
501(C)(3)
PO Box 69
Oakton
VA
22124
54-1773197
501(C)(3)
PO Box 5570
Helena
MT
59604-5570
81-0461842
501(C)(3)
Washington
DC
20009
13-6223604
501(C)(3)
(a) Grantee
(b) EIN
Washington
DC
20009
Washington
DC
Furman University
Greenville
SC
Fairfax
Pittsburgh
Georgetown University
G1ve2As1a
EIN: 52-2166327
(c)IRC
(g) Amount
(h) Purpose
13-6223604
501(C)(3)
20009
13-6223604
501(C)(3)
29613-1000
57-0314395
501(C)(3)
VA
22030
74-2543375
501(C)(3)
PA
15213-3890
25-0969449
501(C)(3)
DC
20057
53-0196603
501(C)(3)
Durham
NH'
03824
20-8152065
501(C)(3)
PO Box 193223
San Francisco
CA
94119-3223
94-3373670
501(C)(3)
GMU Foundation
Fairfax
VA
22030-4444
54-1603842
501(C)(3)
Arlington
VA
22201-8028
54-1603842
501(C)(3)
Arlington
VA
22201-8028
54-1603842
501(C)(3)
Arlington
VA
22201-8028
54-1603842
501 (C)(3)
Goldwater Institute
Phoenix
AZ
85004
86-0597661
501 (C)(3)
New York
NY
10016-4309
13-3219419
501(C)(3)
Honolulu
HI
96814
99-0354937
501(C)(3)
Springfield
VA
22151
52-1297360
501(C)(3)
Hanover Institute
Windsor
VT
05089-9595
48-1283413
501(C)(3)
Hanover Institute
Windsor
VT
05089-9595
48-1283413
501(C)(3)
Bremerton
WA
98310
91-1197626
501(C)(3)
Heartland Institute
Chicago
IL
60603-4111
36-3309812
501(C)(3)
Winchester
CA
92596
95-2706737
501(C)(3)
Heritage Foundation
Washington
DC
20002-4999
23-7327730
501 (C)(3)
Heritage Foundation
Washington
DC
20002-4999
23-7327730
501 (C)(3)
Heritage Foundation
Washington
DC
20002-4999
23-7327730
501(C)(3)
Hillsdale College
33 East College
Hillsdale
Ml
49242
38-1374230
501(C)(3)
New York
NY
10024
13-3675381
501(C)(3)
Stanford
CA
94305-6010
94-1156365
501(C)(3)
Hudson Institute
Washington
DC
20005
13-1945157
501(C)(3)
Hudson Institute
Washington
DC
20005
13-1945157
501(C)(3)
Hudson Institute
Washington
DC
20005
13-1945157
501(C)(3)
IFES, Inc
Washington
DC
20005
52-1527835
501(C)(3)
lll1no1sPolley Institute
Chicago
IL
60603
41-2057028
501(C)(3)
(a) Grantee
Independent Institute
(b) EIN
EIN: 52-2166327
(c)IRC
(g)Amount
(h) Purpose
CA
94621-1428
94-3008370
501 (C)(3)
Washington
DC
20015
54-1670627
501(C)(3)
Washington
DC
20005
76-0149778
501 (C)(3)
Washington
DC
20006
52-1983254
501(C)(3)
Arlington
VA
22201-4432
94-1623852
501(C)(3)
Arlington
VA
22201-4432
94-1623852
501(C)(3)
Arlington
VA
22203
52-1744337
501(C)(3)
Arlington
VA
22203
52-1744337
501 (C)(3)
Lewisville
TX
75067
75-2158093
501(C)(3)
Arlington
VA
22202
54-1911091
501(C)(3)
Chicago
IL
60637
39-1897362
501 (C)(3)
Washington
DC
20036
52-1699641
501 (C)(3)
Washington
DC
20005
52-1265221
501 (C)(3)
DE
19087-1938
23-6050131
501(C)(3)
Oakland
DE
19087-1938
23-6050131
501(C)(3)
Washington
DC
20002
52-2363626
501(C)(3)
Washington
DC
20002
52-2363626
501(C)(3)
Gilbert
AZ.
85233
54-1512492
501(C)(3)
Washington
DC
20016-2105
52-1039553
501 (C)(3)
PO Box46
Notre Dame
IN
46556
20-2629921
501(C)(3)
Washington
DC
20006
54-0788947
501(C)(3)
10-25 41 st Avenue
NY
11101
11-1729398
501(C)(3)
PO Box 37460
Tallahassee
FL
32315-7460
59-2811908
501(C)(3)
Jud1c1alWatch
Washington
DC
20024
52-1885088
501(C)(3)
Jud1c1alWatch
Washington
DC
20024
52-1885088
501 (C)(3)
Florham Park
NJ
07932
20-8725168
501 (C)(3)
Kalamazoo College
Kalamazoo
Ml
49006
38-1358014
501(C)(3)
Kalamazoo
Ml
49007-4775
38-3333202
501(C)(3)
New York
NY
10011
22-3063050
501(C)(3)
New York
NY
10011
22-3063050
501(C)(3)
Los Angeles
CA
90027
95-2211661
501(C)(3)
Claremont
CA
91711
95-4625327
501(C)(3)
Brooklyn
NY
11230
22-3209160
501(C)(3)
KOCE-TV Foundation
Huntington Beach CA
92647
95-3220724
501(C)(3)
Lake Forest
IL
60045
36-2167770
501 (C)(3)
Lakeside School
Seattle
WA
98125
91-0564971
501(C)(3)
Form 990 2007 Grants
Schedule I Part 11,
Part II Line 22a, Col (A) & (B)
(a) Grantee
(b) EIN
EIN: 52-2166327
(c) IRC
(g)Amount
(h) Purpose
Leesburg
VA
20176
51-0203802
501(C)(3)
PO Box 114
Farmington
MN
55024
41-1520897
501(C)(3)
Leadership Institute
Arlington
VA
22201
51-0235174
501(C)(3)
Leadership Institute
Arlington
VA
22201
51-0235174
501(C)(3)
Leadership Institute
Arlington
VA
22201
51-0235174
501(C)(3)
Leadership Institute
Arlington
VA
22201
51-0235174
501(C)(3)
Liberty Foundation
PO Box 1181
Port Townsend
WA
98368
94-3112415
501(C)(3)
Los Angeles
CA
90017
23-7010825
501(C)(3)
Reseda
CA
91335
95-3510024
501 (C'.)(3)
Los Angeles
CA
90013-1505
95-3134049
501(C)(3)
Madison
WI
53703-9691
20-8036372
501(C)(3)
Auburn
AL
36832-4528
52-1263436
501(C)(3)
Midland
Ml
48640-0568
38-2701547
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)
Washington
DC
20013
52-1975211
501(C)(3)
Cambridge
MA
02139
04-1564655
501(C)(3)
Alexandria
VA
22314
54-1429009
501(C)(3)
Alexandria
VA
22314
54-1429009
501(C)(3)
New York
NY
10021
13-1924236
501(C)(3)
Arlington
VA
22201-4433
54-1436224
501(C)(3)
Arlington
VA
22201-4433
54-1436224
501(C)(3)
Arlington
VA
22201-4433
54-1436224
501(C)(3)
Methodist Home of DC
Washington
DC
20028-2623
53-0207036
501(C)(3)
Metropolitan Opera
Lincoln Center
New York
NY
10023
13-1624087
501(C)(3)
Ph1ladelph1a
PA
19102
23-7749796
501(C)(3)
Indianapolis
IN
46282-0004
35-1978359
501(C)(3)
Indianapolis
IN
46282-0004
35-1978359
501(C)(3)
Minneapolis
MN
55404
41-1607453
501(C)(3)
Mmneapohs
MN
55418
41-1439560
501(C)(3)
PO Box 172750
Bozeman
MT
59717-2750
81-6001649
501(C)(3)
Washington
DC
20037
52-1958046
501(C)(3)
(a) Grantee
{b) EIN
EIN: 52-2166327
(c)IRC
(g) Amount
(h) Purpose
Lakewood
co
80227
84-0736725
501(C)(3)
New York
NY
10013
20-3237801
501 (C)(3)
MPT Foundatron
Owrngs Mrlls
MD
21117
52-1224503
501(C)(3)
Bozeman
MT
59717
81-6016828
501(C)(3)
Springfield
VA
22151-2125
81-6016828
501(C)(3)
Nebraska Crty
NE
68410
23-7169265
501(C)(3)
Dallas
TX
75251-1339
75-1804932
501(C)(3)
Washington
DC
20002
52-1226614
501(C)(3)
Oakland
CA
94609-2509
11-2656357
501(C)(3)
New York
NY
10022
52-1043767
501(C)(3)
New York
NY
10012
13-2890779
501(C)(3)
Washington
DC
20001
13-1776711
501(C)(3)
Falls Church
VA
22046
52-1750188
501(C)(3)
New York
NY
10016
13-3649537
501(C)(3)
Washington
DC
20004
52-1241126
501(C)(3)
Springfield
VA
22151-2125
52-1241126
501(C)(3)
52-1241126
501(C)(3)
Springfield
VA
22151-2125
Springfield
VA
22151-2125
52-1241126
501(C)(3)
Alexandria
VA
22314-3032
52-1122883
501(C)(3)
Alexandria
VA
22314-3032
52-1122883
501(C)(3)
Alexandria
VA
22314-3032
52-1122883
501 (C)(3)
Roxbury Crossing MA
02120
20-4597358
501(C)(3)
PO Box 1162
Weston
CT
06883
53-0242652
501(C)(3)
Washington
DC
20008-3449
20-2636767
501(C)(3)
Washington
DC
20008-3449
20-2636767
501(C)(3)
Irvine
CA
92617
52-2128875
501(C)(3)
New York
NY
10007
13-1773640
501(C)(3)
New York
NY
10024
13-1624124
501(C)(3)
New York
NY
10024
13-1624124
501(C)(3)
New York
NY
10003
13-5562308
501 (C)(3)
Northwest Center
Washington
DC
20009
52-1606784
501(C)(3)
Farrfax
VA
22030
26-1277941
501(C)(3)
Numbers USA
Arlington
VA
22209
47-0865426
501(C)(3)
Numbers USA
Arlington
VA
22209
47-0865426
501(C)(3)
Portland
OR
97211
20-8133881
501(C)(3)
400,000
PO Box 276600
Sacramento
CA
95827
91-1823641
501(C)(3)
Sacramento
CA
95834
94-2197343
501 (C)(3)
(b) EIN
(a) Grantee
EIN: 52-2166327
(c) IRC
(g) Amount
(h) Purpose
Richmond
CA
94805
57-0952531
501(C)(3)
Tax Foundation
Washington
DC
20036
52-1703065
501(C)(3)
PO Box 120444
St Paul
MN
55112
41-1940550
501(C)(3)
Austin
TX
78701
74-2524057
501(C)(3)
Austin
TX
78701
74-2524057
501(C)(3)
Austin
TX
78701
74-2524057
501(C)(3)
6 Manchester Street
Merrimack
NH
03054
02-0344073
501(C)(3)
Grand Rapids
Ml
49504
20-5337994
501(C)(3)
Denver
co
80206
06-1284855
501(C)(3)
Dallas
TX
75247
75-6003612
501(C)(3)
Los Angeles
CA
90013-2101
95-1709293
501(C)(3)
92067
95-1709293
501(C)(3)
Vienna
VA
22182
53-0234290
501(C)(3)
PO Box 210027
Tucson
AZ. 85721-0027
53-0234290
501(C)(3)
University of CA Regents-Berkeley
Berkeley
CA
94720-7200
94-3067788
501(C)(3)
University of Maine
Orono
ME
04469-5754
01-6000769
501(C)(3)
Notre Dame
IN
46556
35-0868188
501(C)(3)
Los Angeles
CA
90089-4017
95-1642394
501(C)(3)
PO Box 7726
Austin
TX
78713-7726
74-6000203
501(C)(3)
50,000
PO Box 7726
Austin
TX
78713-7726
74-6000203
501(C)(3)
PO Box 7726
Austin
TX
78713-7726
74-6000203
501(C)(3)
College Park
MD
20742
74-6000203
501(C)(3)
US English Foundation
Washington
DC
20006
52-1524976
501(C)(3)
PO Box 90988
Washington
DC
20090-0988
52-1309391
501(C)(3)
Gainesville
VA
20155
54-1870848
501 (C)(3)
New York
NY
10011
04-3299055
501(C)(3)
PO Box 107
The Plains
VA
20198
54-1096344
501(C)(3)
Bozeman
MT
59715
20-8837637
501(C)(3)
Washington
DC
20036
52-1071570
501 (C)(3)
3101 W1scons1nAvenue NW
Washington
DC
20016
53-0196604
501(C)(3)
PO Box 3643
Seattle
WA
98124-3643
91-1752769
501(C)(3)
501(C)(3)
1271691, Code#9000
(a) Grantee
(b) EIN
EIN: 52-2166327
(c)IRC
(g) Amount
(h) Purpose
Valhalla
NY
10595
23-7050397
501(C)(3)
Kalamazoo
Ml
49008-5403
38-2138856
501(C)(3)
WETA
Arlington
VA
22206
53-0242992
501(C)(3)
Washington
DC
20007
26-2432747
501(C)(3)
Williams College
75 Park Street
Williamstown
MA
01267
04-2104847
501(C)(3)
M1am1
FL
33137
20-2690833
501(C)(3)
PO Box 758517
Topeka
KS
66675-8517
20-2370934
501(C)(3)
Yellowstone Assoc1at1on
PO Box 117
Yellowstone Nat101WY
82190
03-0374417
501(C)(3)
Bozeman
MT
59715
83-0311166
501(C)(3)
New York
NY
10128
13-1624229
501(C)(3)
Yosemite Foundation
San Francisco
CA
94104
94-3058041
501(C)(3)
Herndon
VA
20170-4809
23-7042029
501(C)(3)
Cheverly
MD
20785
84-0385934
501 (C)(3)
Bristow
VA
20136
52-1342268
501(C)(3)
Washington
DC
20016
52-2016259
501(C)(3)
TOTAL GRANTS
$ 9,427,072
..