Return of Organization

990

Form

Dep3rtment
of theTreasury
1ntema1
Revenue
service

SEP 1

C Nameof organization
B Check11
applicable Please
useIRS
[XJAddress labelor
change

return

pnnt or

INSTITUTE

type
See

Ins truet1ons

pending

2006

AUG 31

and ending

FOR HUMANE STUDIES

94-1623852

NORTH FAIRFAX DRIVE

440

703-993-4880

F Accounbng
rrethodD
D
Other
(soec1
1fv\ ~

22201-4432

Section501(c)(3) organizationsand 4947(a)(1)nonexemptcharitabletrusts

must attach a completedScheduleA (Form990 or 990-EZ).

G Website ~WWW.THEI HS . ORG

J Organizationtype (checkontyone)
~ [XJ 501(c) (

2007

'

IRoom/smte ETelephonenumber

Cityor town, stateor country,and ZIP+ 4

ARLINGTON, VA

Opento Publlt
hl$ec1iQn

D Employer1dentificat1on
number

Numberand street(or PO box 1fma1l1snot deliveredto streetaddress)

Specific
3301

DFinal
return
DAmended
return
DApphcat1on

'

No 1545-0047

2006

Undersection 501(c), 527, or 4947(a)(1)of the Internal RevenueCode(exceptblack lung

benefit trust or privatefoundation)
~ Theorganizationmay haveto usea copyof this returnto satisfystate reportingrequirements

AFor the 2006 calendaryear or tax year beginning

oName
change
01n1t1al

OMS

Exempt From Income Tax

Cash[XJ Accrual

H and I are not app/Jcable to section 527 organizations

[X]No
H(a) Is this a group returnfor affiliates?
Oves

N/A
H(b) If 'Yes,' enternumberof aff1l1ates
~
527 H(c) Are all aff1l1ates
included? N/A
Dves
(If "No,'attacha list )
K Checkhere ~ D
1fthe organization1snot a 509(a)(3)supportingorganizationand its gross
H(d) Is this a separatereturnfiled by an orgamzatmncoveredby a arouo rulma? Dves
receiptsare normallynot morethan $25,000 A return1snot required,but 1fthe organization
choosesto file a return,be sureto file a completereturn
N/A
GrouoExemot1on
Number..,...
I
3

) ..... [Insert
no)

4947(a)(1)or D

6,909,753.
! Part 11 Revenue, Expenses, and Changes in Net Assets or Fund Balances
L Grossreceipts Add Imes6b, Sb, 9b, and 10b to lme 12 ~
1
00

c::,
c::,
c-,...J

2
3
4

<!
--,

!.U

5
6

cQ)
>
Q)

a:

G)
(/)

cG)

c.

13
14
15

>< 16
w

5,917,448.
125,978.

~1i

17
18
19
20
21

Netassetsor fund balancesat begmnmgof year (from lme73, column(A))

Otherchangesm net assetsor fund balances(attachexplanation)
Netassetsor fund balancesat end of year CombineImes18, 19,and 20

rv~nc:11,.1 1 lT

1..,

"""'---., -

z~

<(

623001
01-18-07

10450102

LHA

786783

IHS

2006.07000

SEE STATEMENT 2

INSTITUTE

6c
7

Bd

<121,136.

>

9c

1Oc
11

rn

For PrivacyAct and PaperworkReductionAct Notice, seethe sepate instructions

18,350.
122,041.

IB\ Other

(/)

4;'ii

5,917,448.
507,417.

JAN O2008

Paymentsto affiliates(attachschedule)
Total expenses Add Imes16 and 44 column /Al
Excessor (deficit)for the year Subtractlme 17 from 11,0

1e
2
3
4

10b
b Less cost of goods sold
c Grossprofit or (loss) from salesof inventory(attachschedule)Subtractline 10bfrom lme 10a
Otherrevenue(from PartVII, lme 103)
Total revenue.Add Imes1e, 2, 3 4 5 6c 7, Sd, 9c, Uc,and t:1>Cf"CI\Jt::n
I,.__..._,.._ -Programservices(from lme44, column (B))
Managementand general(from line 44, column (C))
Fundra1smg
(from lme44, column (D))

[X]No

Check~ D
11the organization1snot requiredto attach
Sch B (Form990, 990-EZ,or 990-PF)

8 a Grossamountfrom salesof assetsother

IA) Securities
341,453.
than inventory
Ba
462,589.
b Less cost or other basisand salesexpenses
Bb
<121,136.
>ac
c Gamor (loss) (attachschedule)
STMT 1
d Netgamor (loss) Combineline Sc,columns (A) and(B)
Specialeventsandacllv1t1es
(attachschedule) If anyamount1sfrom gaming,checkhere ~ D
9
a Gross
menue
(notincluding
$
ofcontnbuuons
reponed
onlinelb)
9a
b Less directexpensesotherthan fundra1smgexpenses
9b
c Netincomeor (loss) from specialevents Subtractline 9b from line9a
10 a Grosssalesof inventory,less returnsand allowances
10a

11
12
(/)

Contnbut1ons,
gifts, grants,and s1m1lar
amountsreceived
Contributionsto donor advisedfunds
1a
Directpublicsupport (not includedon line 1a)
1b
Indirectpubl1c'support(not includedon lme 1a)
1c
Governmentcontributions(grants)(not includedon lme 1a)
1d
5,791,470.
Total (add Imes1athrough 1d) (cash$
noncash$
Programservicerevenuemcludmggovernmentfeesand contracts(from PartVII, lme93)
Membershipduesand assessments
Intereston savingsand temporarycashinvestments
D1v1dends
and interestfrom securities
a Grossrents
6a
b Less rentalexpenses
6b
c Netrentalincomeor (loss) Subtractlme6b from line6a
Otherinvestmentincome(describe ~
a
b
c
d
e

0No

12
13
14
15
16
17
18
19
20
21

3,044.
6,447,164.
4,639,349.
297,698.
503,117.
5,440,164.
1,007,000.
2,912,811.
<5,181.
3,914,630.

b 17

>

Form990 (20061

FOR HUMANE STUDIE IHS

INSTITUTE

Form 990 2006)

Part IJ Statement of
, Functional Expenses

'

FOR HUMANESTUDIES

94-1623852

Page

All organizationsmust completecolumn (A) Columns (B), (C), and (0) are requiredfor section 501(c)(3)
and (4) organizationsand section4947(a)(1) nonexemptchantable trusts but optional for others

Do not include amounts reported on /me

6b, 8b, 9b, 10b, or 16 of Part/,

(B) Program

(A) Total

(C) Management
and general

services

(D) Fundra1sing

22a Grants paid from donor advised funds

(attach schedule)

0 noncash $

(cash $

If this amount includes foreign grants, check here

0.

....
o

22a

STATEMENT
4

22b Other grants and allocations (attach schedule

(cash

s5 4 6 r O41 noncash $

If this amount includes foreign grants, check here .....

0.

22b

546,041.

546,041.

413,736.

201,232.

23 Spec1f1cassistance to 1nd1v1duals(attach
schedule)
24 Benefits paid to or for members (attach
schedule)

23
24

25a Compensationof current officers, directors, key

employees,etc listed in Part VA

25a

145,897.

66,607.

b Compensationof former officers,directors. key

employees,etc listed in Part V-B

0.

25b

0.

0.

0.

c Compensationand other d1stnbut1ons,

not included
above,to d1squal1f1ed
persons (as defined under
section 4958(f)(1)) and personsdescribed m
section 4958(c)(3)(B)

25c

26 Salanes and wages of employees not

included on lines 25a, b, and c
27 Pension plan contnbut1ons not included on
lines 25a, b, and c

26

1,366,592.

1,227,507.

49,144.
0.

27

89,941.
0.

0.

28 Employee benefits not included on lines

25a 27
29 Payroll taxes

28

30 Professional fundra1s1ngfees

30

31 Accounting fees

31

32 Legal fees

32

33 Supplies

33

29

34 Telephone

34

35 Postage and sh1pp1ng

35

36 Occupancy

36

37 Equipment rental and maintenance

37

38 Pnnt1ng and publications

38

39 Travel

39

40 Conferences, conventions, and meetings

41 Interest

41

42 Deprec1at1on,depletion, etc (attach schedule)

42

40

80,912.
128,697.
23,104.
13,786.
47,082.
17,093.
202,678.
160,564.
13,725.
262,004.
226,309.
1,596,906.
64,423.

68,904.
103,556.

4,304.
13,784.

7,704.
11,357.

0.
3,597.
41,537.
12,855.
54,610.
122,430.
10,607.
128,820.
225,085.
1,592,986.

23,104.
5.
3,576.
2,198.
1,242.
20,568.
1, 6 82.
235.
220.
2,252.

0.
10,184.
1,969.
2,040.
146,826.
17,566.
1,436.
132,949.
1,004.
1,668.

8,253.

7,048.

49,122.

43 Other expenses not covered above (1tem1ze)

a

43a

43b

43c

43d

43e
e
I
431
276,512.
250,460.
21,234.
g SEE STATEMENT 3
43a
44 Total functional expenses Add Imes22a through
43g (Organ1zalionscompletingcolumns (B)(D).
carry these totals to Imes 13-15)
5,440,164.
4,639,349.
297,698.
44
Joint Costs. Check .....
1fyou are following SOP 982
Are any Jointcosts from a combinededucationalcampaignand lundra1smgsolicrtalionreportedin (8) Program services?
..,..
If 'Yes," enter {i) the aggregateamount of these Jointcosts$
A
, (11)the amount allocatedto Program services$ ___
(111)
the amount allocatedto Manaaementand general $
A
. and (1v)the amount allocatedto Fundra1smg$

NI
NI

~~!fd.11

4,818.
503,117.
Yes [X] No
N--'/~A
__ _

NI A
Form 990 (2006)

10450102

786783

IHS

2006.07000

INSTITUTE

FOR HUMANESTUDIE IHS

INSTITUTE

Form 990 (2006)

IPart l!I !Statement

FOR HUMANESTUDIES

94-1623852

Page3

of Program Service Accomplishments (See themstruct1ons)

Form 990 1savailable for public 1nspect1on and, for some people, serves as the pnmary or sole source of 1nformat1onabout a particular organization.
Hew the public perceives an organ1zat1on in such cases may be determined by the 1nformat1onpresented on its return. Therefore, please make sure the
return 1scomplete and accurate and fully describes, 1nPart Ill, the organization's programs and accomplishments
What 1sthe organ1zat1on's primary exempt purpose? ...

SEE STATEMENT 6

ProgramService
Expenses
(Requiredfor 501(c)(3)
and (4) orgs. and
4947(a)(1) trusts. but
optionalfor others )

All organ1zat1onsmust describe their exempt purpose achievements 1na clear and concise manner. State the number of
clients served, publications issued, etc Discuss achievements that are not measurable. (Section 501 (c)(3) and (4)
organ1zat1onsand 494 7(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.)

SEE STATEMENT 5

(Grants and allocations

9 , 706 .

If this amount includes fore1an arants check here

b ADVANCED ACADEMIC PROGRAMS -

THE ADVANCED ACADEMIC PROGRAMS

DEPARTMENT WORKS TO DEVELOP TALENTED YOUNG PEOPLE WHO ARE
INTERESTED IN CAREERS IN ACADEMIA. IT ACCOMPLISHES THIS
THROUGH MENTORING, CAREER DEVELOPMENT SEMINARS,
SCHOLARSHIPS, FELLOWSHIPS, FOCUSED RESEARCH WORKSHOPS, AND
STRATEGIC GRANTS.
(Grants and allocations
4 4 6 , 315 . ) If this amount includes fore1an arants, check here
$
D
c COMMUNICATORSPROGRAM - THE COMMUNICATORSPROGRAM DEPARTMENT
ASSISTS YOUNG PEOPLE INTERESTED IN CAREERS IN POLICY,
JOURNALISM AND CREATIVE MEDIA. THE DEPARTMENT ACCOMPLISHES
THIS THROUGH SCHOLARSHIPS, INTERNSHIPS, STRATEGIC GRANTS,
EDUCATIONAL SEMINARS, MENTORING AND NETWORKING.

...

1,188,696

...

1,029,520

I I
9 0 , 0 2 0 . ) If this amount includes fore1an arants, check here
THE STUDENT MARKETING DEPARTMENT MARKETS
IHS'S PROGRAMS TO STUDENTS AND INTRODUCES NEW AUDIENCES TO
THE IDEAS OF LIBERTY THROUGH PRINTED MATERIALS, E-MAILS,
WEBSITES, DIRECT MAIL, NETWORKING AND PAID ADVERTISEMENTS.
(Grants and allocations

d STUDENT MARKETING -

(Grants and allocations

$
Other program services (attach schedule)
(Grants and allocations

l If this amount includes fore1an qrants, check here

SEE STATEMENT 7
l If this amount includes fore1qn qrants, check here

f Total of Program Service Expenses (should equal line 44, column (B). Program services)

1,745,877.

...D
... D

347,097.
328,159
4,639,349.

Form 990 (2006)

623021

01-18-07

10450102

786783

IHS

2006.07000

INSTITUTE

FOR HUMANESTUDIE IHS

Form 990 (2006)

I Part

IV I Balance Sheets

I NSTITUTE

94 - 1623852

FOR HUMANESTUDIES
(A)
Begrnnmgof year

Note: Where reqwred, attached schedules and amounts within the description column
should be for end-of-year amounts only
I
45

Cash non1nterestbeanng

46

Savings and temporary cash investments

47 a Accounts receivable

47b

48 a Pledges receivable

(B)

End of year

287,405.
1,011,592.

45
46

86,751.
2,881,642.

187,794.

47c

200,012.

200,012.

47a

b Less: allowance for doubtful accounts

48a

b Less: allowance for doubtful accounts

49

Page 4

(See the instructions)

48c

48b

471,869.

Grants receivable

49

47,580.

50 a Receivables from current and former officers, directors, trustees, and

50a

key employees

Vl
QI
Vl
Vl

b _R~ce1v_ables
from other d1squal1f1~dpersons (~~ ~e_fl~~dunder_:iect1on

<

I 51a
51b

b Less allowancefor doubtful accounts

Inventories for sale or use

53

Prepaid expenses and deferred charges

b Investments

55 a Investments

56

publicly-traded securities
other secur1t1es

STMT 9
STMT 8
55a

b Less: accumulated deprec1at1on

55b

Investments other
b Less accumulated deprec1at1on
Other assets, including program-relatedinvestments
(describe ~

&

:c

CD
'ti

c:
::,
Vl

ai
Vl
Vl

<
ai
z

[][]

FMV

54b

28,524.
708,077.
92,352.

55c

57b

0.
693,898.
533,614.

OTHER

133,299.
)

3,000.
3,162,429.
203,006.

57c
58
59

Accounts payable and accrued expenses

Grants payable

61

62

Deferred revenue

62

63

Loans from officers, directors, trustees, and key employees

64b

GI FT ANNUITY

66

Total liabilities. Add lines 60 throuah 65

3,000.
4,208,222.
254,002.

63

b Mortgages and other notes payable

Other l1ab1l1t1es
(describe ~

60

160,284.

64a

64 a Tax-exempt bond l1ab11it1es

65

0.

56

61

that follow SFAS 117, check here ~

[X]

46,612.

65

39,590.

249,618.

66

293,592.

2,254,481.
547,036.
111,294.

67

2,157,459.
1,641,981.
115,190.

and complete lines

67 through 69 and lines 73 and 74

67

Unrestricted

68

Temporarily restncted

69

Permanently restricted

Organizations

u..

...
0

Cost

54a

60

Organizations

c:
~
iii

FMV

Total assets (must eaual line 74) Add lines 45 throuah 58

[][]

53

59

:.J

Vl
QI

Cost

I 57a I

57 a Land, bu1ld1ngs,and equipment basis

58

~ D
~ D

42,100.
905,370.
120,000.

land, bu1ld1ngs,and
basis

equipment

51c
52

52

54 a Investments

Vl
QI

5Db

4958(1)(1)) and persons described 1nsection 4958(c)(3 (8)

51 a Other notes and loans receivable

that do not follow SFAS 117, check here

68
69

~ Dand

complete lines 70 through 74

70

Capital stock, trust principal, or current funds

70

71
72

Pa1d1nor capital surplus, or land, bu1ld1ng,and equipment fund

71

Retained earnings, endowment, accumulated income, or other funds

72

73

Total net assels or fund balances Add Imes67 through 69 or Imes 70 through 72

74

(Column (A) must eQualline 19 and column (Bl must equal lrne 21)
Total liabilities and net assets/fund balances. Add lines 66 and 73

2,912,811.
3,162,429.

73
74

3,914,630.
4,208,222.
Form 990 (2006)

623031
0120-07

10450102

786783

!HS

2006.07000

INSTITUTE

FOR HUMANESTUDIE IHS

INSTITUTE

Form990 2006)

PartlV-A

Reconciliation

FOR HUMANESTUDIES

of Revenue per Audited Financial Statements

94-1623852

Page5

With Revenue per Return (See the

instructions)
a, Total revenue, gains, and other support per audited financial statements
b

Amounts included on line a but not on Part I, line 12

1 Net unrealized gains on investments

b1

2 Donated services and use of fac11it1es

b2

3 Recoveries of pnor year grants

b3

4 Other (specify):

b4

<5,181.

>

Add lines b1 through b4

Subtract line b from line a

Amounts included on Part I, line 12, but not on line a:

0.

.... e

Total revenue (Part I line 12l Add lines c and d

f Part IV-Bj Reconciliation

of Expenses per Audited Financial Statements

Total expenses and losses per audited f1nanc1alstatements

Amounts included on line a but not on Part I, line 17.

6,447,164

With Expenses per Return

a

1 Donated services and use of fac11it1es

5,440,164.

b1

2 Pnor year adjustments reported on Part I, line 20

b2

3 losses reported on Part I, line 20

4 Other (specify)

b3
b4

Add lines b1 through b4

Subtract line b from line a

Amounts included on Part I, line 17, but not on line a:

1 Investment expenses not included on Part I, line 6b

0.
5,440,164.

Ict1 I
d2

2 Other (specify).

0.

Add lines d1 and d2

e

>

d2

Add lines d1 and d2

<5,181.
6,447,164.

Ict1 I

1 Investment expenses not included on Part I, line 6b

2 Other (specify)
e

6,441,983.

.... e 5,440,164

Total exoenses IPart I line 17l Add lines c and d

I Part V-A 1 Current Officers, Directors, Trustees, and Key Employees

(List each person who was an officer, director, trustee,

or key employee at any time during the year even 1fthey were not compensated) (See the instructions)
(B) Title and averagehours (C) Compensation (D)cantnbut,ons
to
(E) Expense
1
~1~~:~,:~taccount and
(A) Nameand address
per weekdevotedto
(II not paid, enter ~Tlr,
pos1t1on
-0- )
compensat,on
plans other allowances

395,430.

SEE STATEMENT 10

18,306.

0.

Form 990 (2006)

623041

01-18-07

10450102

786783

IHS

2006.07000

INSTITUTE

FOR HUMANESTUDIE IHS

INSTITUTE

Form 990 (2006)

94-1623852

FOR HUMANE STUDIES

I Part V-A I Current Officers, Directors, Trustees, and Key Employees

Page6

Yes

(continued)

75 a Enter the total number of officers, directors, and trustees permitted to vote on organ1zat1onbusiness at board
meetings
~

12

b Are any officers, directors, trustees, or key employees listed 1n Form 990, Part VA, or highest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed 1nSchedule A,
Part llA or 118,related to each other through family or business relat1onsh1ps? If "Yes,' attach a statement that 1dent1f1es
the 1nd1v1dualsand explains the relat1onsh1p(s)
SEE STATEMENT 11

75b

c Do any officers, directors, trustees, or key employees listed 1nForm 990, Part VA, or highest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A,
Part llA or 118,receive compensation from any other organizations, whether tax exempt or taxable, that are related to the
organ1zat1on? See the instructions for the def1n1t1onof 'related organization.'

75c

If 'Yes,' attach a statement that includes the information described 1nthe 1nstruct1ons
d Does the oraan1zat1onhave a written conflict of interest oolicv?

75d

! PartV-BI

No

x
x
x

Form1:r Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during
the year, list that person below and enter the amount of compensation or other benefits 1nthe appropriate column Seethe instructions.)
(C) Compensation ( D)Contnbut,ons to
(E) Expense
employee benefit
(A) Nameand address
( B) Loans and Advances
(1fnot paid,
account and
plans & deferred
enter -0-)
NONE
comoensation plans other allowances

-----------------------------------------------------------------------------------------------------------------------------------------------------------------

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

---------------------------------

---------------------------------

-----------------------------------------------------------------

I Part

VI

Other _Information (See the instructions)

Yes

No

76

Did the organization make a change 1nits act1v1t1esor methods of conducting act1V1t1es?If 'Yes,' attach a detailed
statement of each change

76

77

Were any changes made in the organ1z1ngor governing documents but not reported to the IRS?

77

x
x

78a

If 'Yes,' attach a conformed copy of the changes

78 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?

N/A

b If 'Yes,' has 1tfiled a tax return on Form 990-T for this year?
79

Was there a l1qu1dat1on,d1ssolut1on,term1nat1on,or substantial contraction during the year? If 'Yes,' attach a statement

78b
79

80a

80 a Is the organization related (other than by assoc1at1onwith a statewide or nat1onw1deorgan1zat1on)through common

membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organ1zat1on?

b If 'Yes,' enter the name of the organ1zat1on~

N/A
and check whether 1t 1s

81 a Enter direct or 1nd1rectpolitical expenditures

(See hne 81 instructions)

b Did the oraan1zat1onfile Form 1120-POL for this Year?

D exempt or D
I 81a I

nonexempt

0.

81b
Form990 (2006)

623161/01-18-07

10450102

786783

!HS

2006.07000

INSTITUTE

FOR HUMANESTUDIE !HS

Form 990 (2006)

INSTITUTE
I Part VI I Other Information (contmued)

FOR HUMANE STUDIES

4 -16

38 52

Page

Yes

82 a Did the organ1zat1onreceive donated services or the use of materials, equipment, or fac1ht1esat no charge or at substantially

I 82b I

N/A
83a

83 a Did the organization comply with the public 1nspect1on requirements for returns and exemption applications?

83b

b Did the organ1zat1oncomply with the disclosure requirements relating to quid pro quo contributions?

NI A

84 a Did the organ1zat1onsolicit any contributions or gifts that were not tax deductible?

501 (c)(4), (5), or (6) organ1zat1ons

84b
l-'-~+--+--1--85_a--+---+--

N/ A
N/ A

a Were substantially all dues nondeductible by members?

X
X

t--84_a-+--+--

b If 'Yes,' dtd the organ1zat1oninclude with every solic1tat1on an express statement that such contributions or gifts were not
N/ A
tax deductible?
85

82a

less than fair rental value?

b If 'Yes,' you may 1nd1catethe value of these items here Do not include this
amount as revenue 1n Part I or as an expense in Part II.
(See 1nstruct1ons 1n Part Ill.)

No

b Did the organization make only in-house lobbying expenditures of $2,000 or less?
lf 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organ1zat1onreceived a

l,-"-85~b-+--+--

waiver for proxy tax owed for the prior year

c Dues, assessments, and s1m1laramounts from members

N/A
,__8_5c-+------~-----+

d Section 162(e) lobbying and political expenditures

N/A
l-'-85~dc..+-----~-----t

e
I
g
h

Aggregate nondeductible amount of section 6033(e)(1 )(A) dues notices

N/A
,__85_e-+------~-----<

Taxable amount of lobbying and political expenditures (line 85d less 85e)

~8~51__,_
_____

Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?

N/A
~-------1
N/A

850

N/A

85h

If section 6033(e)(1)(A) dues notices were sent, does the organ1zat1onagree to add the amount on line 85f
to its reasonable estimate of dues allocable to nondeductible lobbying and pol1t1calexpenditures for the
following tax year?
501(c)(7) organtzat1ons Enter a ln1t1at1onfees and capital contributions included on

86

b Gross receipts, included on line 12, for public use of club fac1l1t1es
501 (c)(12) organ1zat1ons Enter: a Gross income from members or shareholders

87

86b
87a

N/A
N/A
N/A

87b

N/A

86a

line 12

b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.)

88 a At any time during the year, dtd the organization own a 50% or greater interest In a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301.7701 2 and 301.7701-3?
If "Yes," complete Part IX

88a

88b

89b

b At any time during the year, did the organ1zat1on,directly or 1nd1rectly, own a controlled entity w1th1nthe meaning of
~

section 512(b)(13)? If "Yes," complete Part XI

89 a 501(c)(3) organtzat,ons

Enter Amount of tax imposed on the organ1zat1onduring the year under

section 4911 ~

0 . section 4912 ~

0 , section 4955 ~

0.

----------

b 501(c)(3) and 501(c)(4) organ1zat1ons Did the organ1zat1onengage 1nany section 4958 excess benefit
transaction during the year or did 1tbecome aware of an excess benefit transaction from a prior year?
If 'Yes,' attach a statement expla1n1ngeach transaction

c Enter Amount of tax imposed on the organ1zat1onmanagers or d1squal1f1edpersons during the year under
~ ________
sections 4912, 4955, and 4958

..,.o_._
0.

.....________
r

d Enter Amount of tax on line 89c, above, reimbursed by the organ1zat1on

e All organ1zat1ons At any time during the tax year, was the organ1zat1ona party to a proh1b1ted tax shelter transaction?

89e

891

All organ1zat1ons Did the organ1zat1onacquire a direct or 1nd1rectinterest 1nany applicable insurance contract?

X
X

g For supportmg organtzat1ons and sponsonng organ1zat1ons mamta1nmg donor advised funds Did the supporting organization,
or a fund ma1nta1nedby a sponsoring organization, have excess business holdings at any time during the year?
90 a List the states with which a copy of this return 1sfiled~
SEE STATEMENT 12
b Number of employees employed 1nthe pay period that in-c-lu_d_e_s_M-ar_c_h_1_2_,
_2_0_0_6
__________
91 a Thebooksaremcareof~
Locatedat~

3301

THE ORGANIZATION
NORTH FAIRFAX
DRIVE

N/ A

,.J_9_0_b__,J,------------3-1
Telephoneno ~

#440,

ARLINGTON,

~89"'10,__,__----1.
__

VA

(703)

993-4880

ZIP+4~22201-4432

Yes

b At any time during the calendar year, d1d the organization have an interest 1nor a signature or other authority over
a f1nanc1alaccount 1na foreign country (such as a bank account, securities account, or other f1nanc1alaccount)?
If 'Yes, enter the name of the foreign country ~

91b

No

N/A

See the 1nstruct1ons for exceptions and f1l1ngrequirements for Form TD F 90-22.1, Report of Foreign Bank
and Financial Accounts
Form 990 (2006)

623162 /0118-07

10450102

786783

IHS

2006.07000

7
INSTITUTE

FOR HUMANE STUDIE

IHS

INSTITUTE FOR HUMANESTUDIES

Form 990 (2006

Part VI

Other Information

9 4 -16 2 3 8 5 2

Yes

enter the name of the foreign country

N/ A

~~~~~~~~~~~~~~~~~~~~~~~~~-

Section 4947(a)(1) nonexempt chantab/e trusts filing Form 990 ,n lieu of Form 1041- Check here

92

interest received or accrued during the tax vear

and enter the amount of tax-exempt

I Part VII I Analysis of Income-Producing

No
X

91c

c At any time during the calendar year, did the organ1zat1on maintain an office outside of the United States?
If 'Yes,'

Page

(continued)

Activities

Unrelated business income

Note: Enter gross amounts unless otherwise

(A)

indicated

I 92 I

N/A

Excluded by section 512, 513, or514

(C)

(B)

Business
code

93 Program service revenue

(See the instructions)

Exclus1on
code

Amount

(E)

(D)

Related or exempt
function income

Amount

a ADMINISTRATIVE FEES

507,417.

c
d

e
I
g
94
95
96
97

Med1care/Med1ca1d payments
Fees and contracts
Membership

from government

agencies

dues and assessments

14
14

Interest on savings and temporary cash investments

D1v1dends and interest from securities

18,350.
122,041.

Net rental income or (loss) from real estate

a debt-financed

property

b not debt-financed

property

98 Net rental income or (loss) from personal property

99 Other investment income
100 Gain or (loss) from sales of assets

18

other than inventory

<121,136.

>

101 Net income or (loss) from special events

102 Gross profit or (loss) from sales of inventory
103 Other revenue

OTHER INCOME

3,044.

c
d

0.

104 Subtotal (add columns (B). (D). and (E))

19,255.

510,461.

105 Total (add line 104, columns (8), (D), and (E))
Note: Line 105 plus line 1e, Part/, should equal the amount on line 12, Part I

I Part

VIII! Relationship

LmeNo.

of Activities

to the Accomplishment

of Exempt Purposes (See the instructions)

Explain how each act1v1tyfor which income 1sreported in column (E) of Part VII contributed importantly to the accomplishment of the organization's
exempt purposes (other than by providing funds for such purposes)
- -

SEE STATEMENT 13

! Part

IX

Information

Regarding Taxable Subsidiaries

(A)

(BJ

Name, address. and EIN of corporation,

partnership, or disregarded entity

Percentage of
ownership interest

and Disregarded
(C)

Entities (See the instructions)

(D)

(E)
End-of-iear
asses

Total income

Nature of act1v1t1es

N/A

%
%

r Part

x I

Information

Regarding Transfers Associated

with Personal Benefit Contracts

(See the instructions

(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

0Yes

(][]

No

(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?

0Yes

(XI

No

Note: If "Yes" to (b), file Form 8870 and Form 4720 (see instructions)
Form

990

(2006)

623163
01-18-07

10450102

786783

IHS

2006.07000

INSTITUTE

FOR HUMANESTUDIE IHS

SCHEDULE A

Organization

(Form 9!30 or 990-EZ)

(ExceptPrivate Foundation)and Section501(e), 501(I), 501(k),

501(n), or 4947(a)(1)NonexemptCharitableTrust

Supplementary

Department of the Treasury

Internal Revenue Service

lnformation-(See

2006

separate instructions.)

.... MUSTbe completed by the aboveorganizationsand attachedto their Form 990 or 990-EZ
Employer1dent1f1cat1on
number

Nameof the organization

INSTITUTE
Part I

OMB No 1545-0047

Exempt Under Section 501 (c)(3)

Compensation

94 1623852

FOR HUMANESTUDIES

of the Five Highest Paid Employees Other Than Officers,

(Seepage2 of the instructmns List eachone If thereare none,enter"None')

(b) Title and averagehours
(a) Nameand addressof eachemployeepaid
per weekdevotedto
morethan $50.000
pos1t1on

Directors,

(c) Compensation

(d) Contnbut,ons to
employee benefit
plans & deferred

compensation

NIGEL ASHFORD: 3301 NORTH FAIRFAX DR, SR. PROGRAMOIFFICER

40.00
71,833.
SUITE 440, ARLINGTON, VA 22201-4432
AMANDABRAND: 3301 NORTH FAIRFAX DR, ))IR - ACAD. PROGRAMS
SUITE 440, ARLINGTON, VA 22201-4432
83,000.
40.00
CHRIS MARTIN: 3301 NORTH FAIRFAX DR. DIR - SEMINARS
SUITE 440, ARLINGTON, VA 22201-4432
60,208.
40.00
TION
MARIE GRYPHON: 3301 NORTH FAIRFAX DR, DIR - EDUCUCl'I
40.00
57,954.
SUITE 440, ARLINGTON, VA 22201-4432
JOHN SCHROCK: 3301 NORTH FAIRFAX DR, DIR - TFY PROJECTS
40.00
64,379.
SUITE 440, ARLINGTON, VA 22201-4432
Total numberof other employeespaid
over $50,000

! Part II-Al

Compensation

....

and Trustees
(e) Expense
accountand other
allowances

3,013.
3,225.
250.
2,160.
2,787.

of the Five Highest Paid Independent

Contractors

for Professional

Services

(Seepage2 of the instructions List eachone (whetherind1v1duals

or firms) If there arenone,enter'None')
(b) Typeof service

(a) Nameand addressof eachindependentcontractorpaid morethan $50,000

(c) Compensation

-------------------------------------------NONE
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------Total numberof others receivingover
$50,000 for professionalservices

I Part 11-B1 Compensation

....,

of the Five Highest Paid Independent

Contractors

for Other Services

(List eachcontractorwho performedservicesother than professionalservices,whethermd1v1duals

or
firms If there are none,enter"None' Seepage2 of the instructions)
(a) Nameand addressof eachindependentcontractorpaid morethan $50,000

(b) Typeof service

THE HINKEY COMPANY

9058 EUCLID AVE., MANASSAS, VA 20110

Total numberof othercontractorsreceivingover

$50,000 for other services

s23101ro1-1a-01

10450102

..

PRINTING, MAILING
& POSTAGE
244,366.

LHA For PaperworkReductionAct Notice, see the Instructionsfor Form990 and Form990-EZ

786783

!HS

2006.07000

(c) Compensation

10
INSTITUTE

ScheduleA (Form 990 or 990-EZ)2006

FOR HUMANESTUDIE !HS

9 4 -16 2 3 8 5 2
,! Part1JI j

Statements About Activities (Seepage2 o1the instructions)

Page2

Yes No

1 Duringthe year,hasthe organizationattemptedto influencenational,state.or localleg1slat1on,

1ncludingany attemptto influence
public opinionon a leg1slat1ve
matteror referendum?11"Yes,'enterthe total expensespaidor incurred1nconnectionwith the
lobbyingact1v1t1es
...... $
$
(Must equalamountson line 38, PartVI-A,or
line i o1PartVI-B )

Organizations
that madean electionundersection501(h) by 11lmg
Form5768 must completePartVI-A Otherorganizations
checking'Yesmust completePartVI-BANDattacha statementgivinga detaileddescnpt1on
of the lobbyingact1v1t1es
2 Dunngthe year,has the organization,eitherdirectlyor 1nd1rectly,
engagedmany o1the followingacts with any substantialcontributors.
or with anytaxableorganizationwith which any such
trustees,directors,officers,creators,keyemployees,or membersof their1am1l1es,
(If the answer to any question is "Yes,"
person1saf11l1ated
as an officer,director,trustee,maJontyowner,or principalbenef1c1ary?
attach a detailed statement exp/a1nmg the transactions)
a Sale,exchange,or leasingof property?
b Lendingof moneyor otherextensionof credit?
c Furnishingof goods,services.or fac1llt1es?
d Paymentof compensation(or paymentor reimbursement01expenses11morethan $1,000)?SEE

PART

V-A,

2b
2c
2d
2e

FORM 9 9 0

e Transfero1any part of its incomeor assets?

3 a Didthe organizationmakegrantstor scholarships,fellowships,studentloans,etc? (If "Yes,'attachan explanationof how
qualifyto receivepayments)
SEE STATEMENT
the organizationdeterminesthat rec1p1ents
b Ddthe organizationhavea section403(b)annuityplanfor 1tsemployees?
c Didthe organizationreceiveor hold an easementfor conservationpurposes.includingeasementsto preserveopenspace,
the environment,historic land areasor h1stoncstructures?If "Yes,'attacha detailedstatement
d Didthe organizationprovidecredit counseling,debt management,creditrepair,or debtnegot1at1on
services?
4 a Didthe organizationmaintainany donor advisedfunds? 11'Yes,'completeImes4b through4g 11"No,'completeImes41
and 4g
b Didthe organizationmakeanytaxabled1stnbut1ons
undersection4966?
c Didthe organizationmakea d1stnbut1on
to a donor,donor advisor,or relatedperson?
d Enterthe total numbero1donor advisedfundsownedat the end of the taxyear
e Enterthe aggregatevalueo1assetsheld mall donor advisedfunds ownedat the end o1the tax year
f Enterthe total numberof separatefunds or accountsownedat the end o1the year(excludingdonor advisedfunds includedon
line 4d) wheredonors havethe nght to provideadviceon the d1stribut1on
or investmento1amountsm such funds or accounts
g Enterthe aggregatevalueo1assetsin all fundsor accountsincludedon line41at the endo1the tax year

X
X
X

2a

14

3a
3b
3c
3d
4a
4b
4c

N/A
N/A

X
X
X

x
x
x

......
......

0
0.

....
....

0.
0

ScheduleA (Form990 or 990-EZ)2006

623111
01-18-07

10450102

786783

IHS

2006.07000

11
INSTITUTE

FOR

HUMANE STUDIE

IHS

ScheduleA (form 990 or 990-EZ)2006

!P<;rrtlV j

INSTITUTE

FOR HUMANESTUDIES

9 4 -16 2 3 8 5 2

Page3

Reason for Non-Private Foundation Status (Seepages4 through 7 of the instructions)

I certify that the organrzat1on

1snot a privatefoundationbecause1t1s (Pleasecheckonly ONEapplicablebox )
A church,conventionof churches,or associationof churches Section170(b)(1)(A)(1)
s
A school Section170(b)(1)(A)(u)(AlsocompletePartV)
s
1
A hospitalor a cooperativehospitalserviceorgan1zat1on
Section170(b)(1)(A)(111)
a
A federal,state,or local governmentor governmentalunit Section170(b)(1)(A)(v)
A medicalresearchorganizationoperatedm con1unct1on
with a hospital Section170(b)(1)(A)(111)
Enterthe hospital's name, c,ty,
9
and state .....

D
D
D
D
D

10
11a
11b
12

D
D

13

An organ1zat1on
operatedfor the benefitof a collegeor universityownedor operatedby a governmentalunit Section170(b)(1)(A)(1v)
(Alsocompletethe SupportSchedule m Part IV-A)
An organrzat1on
that normallyreceivesa substantialpart of ,ts supportfrom a governmentalunit or from the generalpublic
Section170(b)(1)(A)(v1)(Alsocompletethe SupportSchedulein Part IV-A)
A communitytrust Section170(b)(1)(A)(v1)(Alsocompletethe SupportSchedule in PartIV-A)
An organizationthat normallyreceives(1) more than 33 1/3% of ,ts supportfrom contnbut,ons,membershipfees,and gross
receiptsfrom act1v1t1es
relatedto ,ts charitable,etc, functions- subJectto certainexceptions,and (2) no more than 331/3% of
its supportfrom gross investmentincomeand unrelatedbusinesstaxableincome(lesssection511 tax)from businessesacquired
by the organrzat1on
after June30, 1975 Seesection509(a)(2) (Alsocompletethe SupportSchedulem Part IV-A)
An organizationthat ,snot controlledby anyd1squal1f1ed
persons(otherthan foundationmanagers)and otherwisemeetsthe requirementsof section
509(a)(3) Checkthe box that describesthe type of supportingorganization
TypeI
TypeII
TypeIll-FunctionallyIntegrated

TypeIll-Other

Providethe following 1nformat1on

aboutthe supportedorganizations.(Seepage7 of the instructions)
(a)
Name(s)of supportedorgan1zat1on(s)

(bl
Employer
ident1f1cat1on
number(EIN)

(C)
Type of organizatmn
(described,n lines
5 through12 above
or IRCsection)

'

(d)
Is the supported
organizationlisted in
the supporting
organizatmn's
governingdocuments?
No

Yes

.....

Total
14

(e)
Amountof
support

An organizationorganizedand operatedto test for publicsafety Section509(a)(4) (Seepage7 of the instructions)

ScheduleA (Form 990 or 990-EZ)2006

623121
01-18-07

10450102

786783

IHS

2006.07000

12
INSTITUTE

FOR HUMANE STUDIE IHS

ScheduleA(Form990or990-EZ)2006 INSTITUTE
FOR HUMANESTUDIES
94-1623852
Page4
Support Schedule (Complete only 1fyou checked a box on line 10, 11, or 12) Use cash method of accounting.
'
Note: You may use the worksheet ,n the 1nstruct1onsf or convertln!'.i ~rom the accrual to the cash met hdf
o o accountmo
Calendaryear (or fiscal year
b.iginning in)
(c) 2003
(d) 2002
(b) 2004
(e) Total
(a) 2005
15 Gifts,grants,and contributions
received (Do not includeunusual
4,510,284.
2,933,555.
6,252,519.
16,349,937.
grants Seeline 28 )
2,653,579.
16 Membershipfees received

[PartIV-A j

....

17

Grossreceiptsfrom adm1ss1ons,
merchandisesold or services
performed,or furnishing of
fac1l1t1es
many act1v1ty
that 1s
relatedto the organization's
charitable,etc, purpose

18

Grossincomefrom interest.
dlVldends,amountsreceivedfrom
paymentson securitiesloans (sect1on512(a)(5)).rents, royalties.and
unrelatedbusinesstaxableincome
(less section511 taxes)from
businessesacquiredby the
organizationafter June 30, 1975
Net incomefrom unrelatedbusiness
act1v1t1es
not includedmline 18
Tax revenuesleviedfor the
orgamzat1on's
benefitand either
paid to 11or expendedon its behalf

19
20
21

22
23
24
25

Thevalueof servicesor fac1ht1es

furnishedto the orgamzat1on
by a
governmentalunit without charge
Do not includethe valueof services
or fac1l1t1es
generallyfurnishedto
the public without charge
Otherincome Attach a schedule
Do not includegain or (loss) from
saleof capitalassets
Totalof Imes15 through 22
Line23 minus line 17
Enter1%of line 23

517,449.

264,008.

17,477.

27,860.

826,794.

120,590.

91,917.

40,532.

15,598.

268,637.

SEE STATEMENT 15
2,123.
26,298.
6,312,651.
4,580,040.
4,552,180.
6,295,174.
63,127.
45,800.

55,023.
17,500,391.
16,673,597.

25,642.
3,317,260.
2,799,811.
33,173.

960.
3,290,440.
3,026,432.
32,904.

....

....
....
....

.
.

333,472
Organizationsdescnbed on Imes 10 or 11 a Enter2% of amountm column (e), lme24
26a
b Preparea list for your recordsto show the nameof and amountcontributedby eachperson(otherthan a governmental
umt or publiclysupportedorgamzat1on)
whosetotal gifts for 2002 through2005 exceededthe amountshown m lme 26a
1,671,112
Do not file this list with your return Enterthe total of all theseexcessamounts
26b
16,673,597
c Totalsupportfor section509(a)(1)test Enterlme 24, column (e)
26c
268,637.
19
d Add Amountsfrom column (e) for Imes
18
55,023.
1,671,112.
1,994,772.
26b
22
26d
14,678,825
e Publicsupport (line 26c minus lme 26d total)
26e
88.0363%
I Public suooortoercentaae(lme 26e fnumeratorl d1v1dedbv !me 26c fdenommatorll
261
27
Organizationsdescnbed on lme 12 a Foramountsincludedm Imes15, 16, and 17 that were receivedfrom a "d1squal1f1ed
person,"preparea list for your
recordsto show the nameof, and total amountsreceivedm eachyearfrom, each"d1squal1f1ed
person Do not file this list with your return Enterthe sum of
such amountsfor eachyear
NI A
(2005)
(2004)
(2003)
(2002)
26

....
....

b For any amountincludedm lme 17 that was receivedfrom eachperson(otherthan 'd1squal1fled

persons"),preparea list for your recordsto showthe nameof.
and amountreceivedfor eachyear,that was more than the larger of (1) the amounton lme 25 for the year or (2) $5,000 (Include1nthe list orgamzatrnns
describedm Imes5 through 11b, as well as md1v1duals)
Do not file this list with your return Aftercomputingthe differencebetweenthe amountreceivedand
the largeramountdescribedin (1) or (2), enterthe sum of thesedifferences(the excessamounts)for eachyear
N/ A
(2005)
(2004)
(2003)
(2002)
c Add Amountsfrom column (e) for Imes
17

16
21

15
20

....27c
....
....
....
....

N/A

N/A
27d
d Add Lme27atotal
and line 27b total
N/A
27e
e Publicsupport(lme 27c total mmus line 27d total)
211
N/A
r Totalsupportfor section509(a)(2)test Enteramount on lme 23, column(e)
N/A %
27a
g Public support percentage (line 27e (numerator) divided by line 27f (denominator))
N/A %
27h
h Investment income oercentaae {hne 18 column lel lnumeratorl divided bv line 27f ldenominatorll
28 Unusual Grants: For an orgamzat1on
describedin lme 10, 11, or 12 that receivedany unusualgrants during 2002 through 2005,preparea list for your recordsto
show,for eachyear,the nameof the contributor,the date and amountof the grant, and a brief descriptionof the natureof the grant Do not file this list with your
return Do not includethesegrants m lme 15

..,..I

NONE

623131 01-18-07

10450102

786783

IHS

2006.07000

Schedule A (Form 990 or 990-EZ) 2006

13
INSTITUTE

FOR HUMANE STUDIE IHS

ScheduleA(Form990or990-EZ)2006

IPart V j

INSTITUTE

FOR HUMANE STUDIES

Private School Questionnaire (Seepage9 of the instructions)

(To be completed ONLY by schools that checked the box on line 6 in Part IV)

94-1623852
N/A

Doesthe organizationhavea raciallynondiscriminatorypolicytowardstudentsby statementm its charter,bylaws,othergoverning

instrument.or m a resolutionof its governingbody?
Doesthe organizationincludea statementof its raciallynondiscriminatorypolicytowardstudentsmall its brochures,catalogues.
and otherwrittencommunicationswith the publicdealingwith studentadm1ss1ons,
programs,and scholarships?
its raciallynondiscriminatorypolicythroughnewspaperor broadcastmediaduring the periodof
Hasthe organ1zat1on
publ1c1zed
sollc1tat1on
for students,or during the reg1strat1on
period1f1thasno sol1c1tat1on
program,ma waythat makesthe policyknown
to all parts of the generalcommunity11seNes?

29
30
31

Pages

Yes No
29
30

31

If "Yes,"pleasedescribe,1f"No,' pleaseexplain (If you needmorespace,attacha separatestatement)

32

Doesthe organizationmaintainthe following

a Recordsmd1cat1ng
the racialcompositionof the studentbody,faculty,and admm1strat1ve
staff?

32a
32b

b Recordsdocumentingthat scholarshipsand otherfinancialassistanceare awardedon a raciallynondiscriminatorybasis?

c Copiesof all catalogues,brochures,announcements,and otherwrittencommun1cat1ons
to the public dealingwith student
adm1ss1ons,
programs,and scholarships?
d Copiesof all materialusedby the organizationor on its behalfto sol1c1t
contributions?
If you answered"No'to any of the above,pleaseexplain (If you needmorespace,attacha separatestatement)

33

32c
32d

discriminateby racem anywaywith respectto

Doesthe organ1zat1on

a Students'rights or privileges?

33a
33b
33c
33d
33e
331

Adm1ss1ons
pol1c1es?
Employmentof facultyor admm1strat1ve
staff?
Scholarshipsor otherfinancialassistance?
Educatmnalpol1c1es?
Useof fac1llt1es?
g Athleticprograms?
h Otherextracurricularact1v1t1es?

b
c
d
e
f

33a
33h

If you answered"Yes"to any of the above,pleaseexplain (If you needmorespace,attacha separatestatement)

34 a Doesthe organizationreceiveany financialaid or assistancefrom a governmentalagency?

b Hasthe orgamzat1on's
right to such aid everbeenrevokedor suspended?
If you answered"Yes"to either34aorb, pleaseexplainusingan attachedstatement
35
Doesthe orgamzatmn
certifythat 11hascompliedwith the applicablerequirementsof sections4 01 through4 05 of Rev Proc 75-50,
1975-2C B 587, coveringracialnond1scrimmat1on?
If "No,"attachan explanation

34a
34b

35
ScheduleA (Form990 or 990-EZ)2006

623141
01-18-07

10450102

786783

IHS

2006.07000

14
INSTITUTE

FOR HUMANE STUDIE IHS

ScheduleA(Form990or990-EZ)2006

IPart Yl~Al

INSTITUTE

Lobbying Expenditures

FOR HUMANE STUDIES

by Electing Public Charities

(Seepage10 of the instructions )

9 4 -16 2 3 8 5 2 Page6
N/A

(To be completedONLYby an eligibleorganizationthat filed Form5768)

Ct;eck ~ a

Ifth

Check ~ b

e oroamzat1on
belonasto an aff1l1ated
arouo

Limits on Lobbying Expenditures

(Theterm "expenditures"meansamountspaid or incurred)

If

vou checked"a" and l1m1ed control' orov1s10ns

aoolv
(a)
(b)
Affiliatedgroup
To be completedfor aII
totals
electingorganizations

N/A
36 Totallobbyingexpendituresto influencepublic opinion (grassrootslobbying)
body (direct lobbying)
37 Totallobbyingexpendituresto influencea leg1slat1ve
38 Totallobbyingexpenditures(add Imes36 and 37)
res
39 Otherexemptpurposeexpend1tu
40 Totalexemptpurposeexpenditures(add Imes38 and 39)
41 Lobbyingnontaxableamount Enterthe amountfrom the followingtable-

36
37
38
39
40

If the amount on line 40 is -

The lobbying nontaxableamount is -

Not over $500,000

20% of the amount on lme 40

Over $500,000 but not over $1,000,000

$100,000 plus 15% of the excess over $500,000

Over $1,000,000 but not over $1,500,000

$175,000 plus 10% of the excess over $1,000,000

Over$1,500,000

$225,000 plus 5% of the excess over $1,500,000

but not over$17,000,000

Over $17,000,000

$1,000,000

42 Grassrootsnontaxableamount(enter25% of line 41)

43 Subtractlme 42 from line 36 Enter-0- 1flme 42 1smorethan lme 36
44 Subtractlme 41 from lme38 Enter-0- 1flme41 1smorethan lme 38

41

42
43
44

Cautmn If there is an amount on either fine 43 or line 44, you must file Form 4 720

4-Year Averaging

Period Under Section 501 (h)

(Someorganizationsthat madea section501(h) electiondo not haveto completeall of the five columns
below Seethe instructionsfor Imes45 through 50 on page13 of the instructions)
LobbyingExpendituresDuring4-Year Averaging Period
Calendaryear (or
ftscal year beginning in)

(a)
2006

(c)
2004

(b)

2005

N/A

(d)
2003

(e)
Total

45 Lobbyingnontaxable
amount
46 Lobbyingceiling amount
(150% of line 45(e))
47 Totallobbying

0.
0.
0.

exoend1tures
48 Grassrootsnontaxable
amount
49 Grassrootsceiling amount
(150% of line 48(e))

0.
0.

50 Grassrootslobbying
exoend1tu
res

I Part

0.

Vl~B l Lobbying Activity by Nonelecting

Public Charities

(For reportingonly by organizationsthat did not completePartVI-A) (Seepage13 of the instructions )

mcludmgany attemptto
Dunngthe year,did the organizationattemptto influencenational,stateor local leg1slat1on,
influencepublic opinion on a leg1slat1ve
matteror referendum,through the use of
a Volunteers
b Paidstaff or management(Includecompensationm expensesreportedon Imesc through h )
c Mediaadvert1sements
d
e
I
g

Ma1l1ngs
to members,legislators,or the public
Publ1cat1ons,
or publishedor broadcaststatements

Grantsto other organ1zat1ons

for lobbyingpurposes
Directcontactwith legislators.their staffs,governmentoff1c1als,
or a leg1slat1ve
body
h Rallies,demonstrations,seminars,conventions.speeches.lectures,or any other means
I Total lobbyingexpenditures(Add Imesc through h }
If "Yesto any of the above.also attacha statementgivinga detaileddescnpllonof the lobbyingact1v1t1es
623151
01-18-07

10450102

Yes

No

Amount

x
x
x
x
x
x
x
x
0.
ScheduleA (Form 990 or 990-EZ)2006

786783

!HS

2006.07000

15
INSTITUTE

FOR HUMANE STUDIE !HS

ScheduleA(Form990or990-EZ)2006

IPart VU / Information

INSTITUTE

FOR HUMANE STUDIES

94-1623852

Page7

Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (Seepage13 of the instructions)

Did the reporting organ1zat1on

directly or indirectly engage,n any of the followingwith any other organizationdescribedin section

51

501(c) of the Code(other than section501(c)(3) organ1zat1ons)

or in section527, relatingto pol1t1ca1
organizations?
Yes

a Transfersfrom the reportingorgan1zat1on

to a nonchanlableexemptorganizationof
(i) Cash
(1i) Otherassets

No

51a(i)
a(ii)

x
x

b(I)

x
x
x
x
x
x
x

b Othertransactions
(1) Salesor exchangesof assetswith a noncharitableexemptorganization
(11)Purchasesof assetsfrom a noncharitableexemptorgan1zat1on

b(ii)

(11i) Rentalof fac1l1t1es,

equipment,or otherassets

b(ill)

(1v) Reimbursementarrangements

b(1v)
b(v)

(v) Loans or loan guarantees

b(vi)

(v1) Pertormanceof servicesor membershipor fundra1smgsol1c1tat1ons

c Sharingof facll1t1es,
equipment,mailinglists, other assets,or paid employees
d If the answerto any of the above1s'Yes,' completethe following schedule Column(b) should alwaysshow the fair marketvalueof the
goods, other assets,or servicesgiven by the reportingorganization If the organizationreceivedless than fair marketvalue 1nany
transactionor sharing arrangementshow 1ncolumn (d) the valueof the goods, otherassets.or servicesreceived
(a)
Lineno

(b)
Amount involved

(c)
Nameof noncharitableexemptorgan1zat1on

NI A

(d)
Descnpt1on
of transfers,transactions,and sharing arrangements

describedm section501(c) of the

52 a Is the organizationdirectlyor indirectlyaffll1atedwith. or relatedto, one or more tax-exemptorgan1zat1ons
Code(other than section501(c)(3)) or m section 527?
b If "Yes,"completethe following schedule

~
(b)
Typeof organization

(a)
Nameof organization

623152
01-18-07

10450102

Yes

No

N/ A
(c)
Descnpt1on
of relat1onsh1p

ScheduleA (Form 990 or 990-EZ)2006

786783

!HS

2006.07000

16
INSTITUTE

FOR HUMANE STUDIE !HS