DonorsTrust522166327 2012 09d0d02dsearchable

990
Form
Department
of the Treasury
InternalRevenue
service
Namechange
,-
109
Initialreturn
r-
North
Henry
City,townor country
Terminated
,Amendedreturn
J
K
Website:
Whitney L. Ball
IXI501(c)(3) I
... www.donorstrust.orq
Formof organization IXICorporationI
I Part I'
52-2166327
number
E Telephone
Roorn/su1te
(703)
535-3563
State ZIPcode+ 4
Alexandria
......Applicationpending F Nameandaddressof principalofficer
Tax-exempt
status
Number
D Employerldent1ficat1on
Street
VA
r-
, 2012, and ending
Trust,
Inc.
DoingBusinessAs
Numberandstreet(or P O box1fmall 1snot deliveredto streetaddr)
Addresschange
Open to. Public

Inspection
... Theorganizationmayhaveto use a copyof this returnto satisfystatereportingrequirements
For the 2012 calendar year, or tax year beginning

Nameof organizationDonors
Check1fapplicable
1545-0047
2012
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code

(except black lung benefit trust or private foundation)
A
No
OMS
Return of Organization Exempt From Income Tax
109 North Henry Street
Alexndria
) .... (insert no.) I
I SOl(c) (
22314-2903
VA 22314
I4947(a)(l)or I 1s21
G Grossreceipts$ 58, 728, 084.

7
H(a) Is this a groupreturnfor afflliates
~ Yes
~No
H(b) Are all affiliatesincluded'
Yes
No
If 'No,'attacha list (seeinstructions)
H(c) Groupexemption
number""'
IL Yearof Formation 1999
I Trust I I AssociationI I Other...
I M Stateof legaldom1c1leVA
ISummarv
Briefly describe the organ1zat1on's m1ss1on or most s1gnif1cant act1v1t1es: SUPPORT

& SPONSOR PROGRAMS
CHARITIES
----------------------------WHICH ALLEVIATE,_THROUGH
EDUCATION,
RESEARCH
& PRIVATE
INITIATIVES,
SOCIETY'S_MOST_
PERVASIVE
AND_RADICAL_NEEDS,_INCLUDING_THOSE
RELATING
TO SOCIAL
WELFARE,
HEALTH,
__
ENVIRONMENT,
ECONOMICS,
GOVERNANCE,
FOREIGN
RELATIONS
AND ARTS AND CULTURE. ______
2 Check this box ... IT1f the organization d1scont1nued its operations or disposed of more than 25% of its net assets
3
3 Number of voting members of the governing body (Part VI, line la)
4
4
4 Number of independent voting members of the governing body (Part VI, line 1b)
3
5
5 Total number of ind1v1duals employed 1n calendar year 2012 (Part V, line 2a)
6
6
6 Total number of volunteers (estimate 1f necessary)
0
7a Total unrelated business revenue from Part VIII, column (C), line 12
7a
0.
7b
b Net unrelated business taxable income from Form 990-T, line 34
1
QI
c
c
"'
ai
>
0
CJ
oa
rJ>
:!
;;:
;;:::.
0
<(
Prior Year
12
Contributions and grants (Part VIII, line 1h)

Program service revenue (Part VIII, line 2g)
Investment income (Part VIII, column (A), lines 3, 4, and 7d)
Other revenue (Part VIII, column (A), lines 5, 6d, Be, 9c, lOc, and 1 le)
Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12)
13
Grants and s1m1lar amounts paid (Part IX, column (A), lines 1-3)
14
Benefits paid to or for members (Part IX, column (A), line 4)
ca,
8
9
10
a:
11
a,
:::,
>
a,
r/)
a,
r/)
ca,
c.
in
17
18
45,908,735.
767,884.
882,588.
40,127,442.
29,722,017.
47,559,207.
40,276,542.
-,:tn~t.,.
--'"'""-':
.,,,'"
"P'"'1f
f
15 Salaries, other compens~f'- ,

16a Professional fundra1s1ng fies (P.
\J\.;l!.Jf;;l"1
.u
22
41
O, 72
(A), line 25)
U I
Sign
Here
1111
[:,e ex#hs
return,1~~ ingaccompanying
schedules
andstatements,
andto the bestof myknowledge
andbelief,1t1strue,correct,and
,~ fflce
asedon a!I 1~ ./ *"~f w~1c~eparerhasanyknowledge
'-'<:P'_r,JC,,(Ap'~
~:0W1cer
(-f
f}/_J~
r
--.,,
.YY
... SP-IT...
Firm'saddress
Firm's name
14-I.JIN '}~,~
Date
_.
President
ey L.
Ball
Typeor printnameandtitle
name
PrintfTypepreparer's
Paid
Preparer
Use Only
30,679,673.
65,542.
30,614,131.
/J
I Sianature Block /
~
End of Year
26,128,041.
110,372.
26,017,669.
Net assets or fund balances. Subtract line 21 from line 20
Underpenaltiesof perJury,I declar_~

completeDeclaration
of preparer ,_,
2,141,416.
43,106,986.
4,452,221.
Beginningof CurrentYear
Total assets (Part X, line 16)

Total hab1ht1es(Part X, line 26)
IP-art II
1,811,554.
32,164,867.
7,962,575.
13-
Revenue less expenses. ~ ubtrac,t,, ip~-_ur;ti:om

lini! 11~
i5.
d 20
I"
"'m
21
1
z ...
689,028.
lle
b Total fond,a,song
colomn (D), Jone2'
Other expenses (Part IX, s:r n1~w1n1s S)lcQlJll:3 11 Total expenses. Add lines
7 (must equal Part IX, cc;lh
19
631,296.
olumn (A), lines 5- 10)
.G~Mm.@ie
Current Year
39,267,594.
774,254.
85,594.
Preparer's signature
:1renaren
....
Date
&
CEO
Check LJ1f
self-employed
PTIN
Firm'sEIN ...
Phoneno
I Yes
May the IRS discuss this return with the preparer shown above? (see instructions)
BAA For Paperwork Reduction Act Notice, see the separate instructions.
TEEAO101 05/09/13
II
No
Form 990 (2012)
------
Form 990 (2012)
Donors
Trust,
-----------
Inc.
Page 2
52-2166327
-, -....UP,ar:tJlllIStatement of Program Service Accomplishments

1
Check 1fSchedule O contains a response to any question in this Part Ill

Briefly describe the organization's m1ss1on
SUPPORT CHARITIES
& SPONSOR PROGRAMS
WHICH ALLEVIATE,_THROUGH
EDUCATION, RESEARCH &_PRIVATE_INITIATIVES,_SOCIETY'S
See Form 990, P~e 2, Part Ill, Line 1 (continuedL ________________________________________
-----------------------------------------------------------------
MOST __
_
Did the organization undertake any s1gnif1cantprogram services during the year which were not listed on the prior
Form 990 or 990-EZ?
Yes ~ No
If 'Yes,' describe these new services on Schedule 0.
3 Did the organization cease conducting, or make s1gnif1cantchanges 1nhow 1tconducts, any program services?
~ Yes
No
If 'Yes,' describe these changes on Schedule 0.
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(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$
39,314,044.
1ncludinggrantsof $
38,804,802.)(Revenue
$
0.)
OAF PROGRAM - A DONOR_ADVISED FUND_(DAF)
PROGRAM ALLOWING OAF CONTRIBUTORS '.!Q._____
ADVISE GRANTS_THAT SUPPORT CHARITIES
WHICH_ALLEVIATE,_ THROUGH EDUCATION, _________
RESEARCH AND PRIVATE INITIATIVES,_SOCIETY'S
MOST PERVASIVE AND RADICAL NEEDS,-----INCLUDING_THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, _______
GOVERNANCE, FOREIGN RELATIONS AND ARTS_AND_CULTURE;
AND WHICH ENCOURAGE__________
PRIVATE PHILANTHROPY AND INDIVIDUAL GIVING_AND_RESPONSIBILITY
AS AN_ANSWER TO _____
SOCIETY'S
NEEDS,_ AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. _____________________
4b(Code.
)(Expenses$
997,191.
includmggrantsof
133,215.)(Revenue
4c(Code
)(Expenses$
591,494.
1nclud1nggrantsof $
263,114.)(Revenue
$
33,000.)
CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY
(CCAP).
____________________
THE CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY IS A PROGRAM DESIGNED _______
TO RESEARCH AND STUDY_THE_ECONOMICS OF_HIGHER EDUCATION, IN_PARTICULAR,_ISSUES
____
OF PRODUCTIVITY,_ EFFICIENCY,
ACCOUNTABILITY,
AND TRANSPARENCY. __ CCAP ____________
WAS TRANSFERRED TO A SUPPORTING ORGANIZATION DURING NOVEMBER 2012 ______________
1, 07 5, 600.
08108/12
) (Revenue $
_
_
_
_
_
0.)
THE PROJECT ON FAIR REPRESENTATION_(PFR)

---------------------------------THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT_ CHANGE ____________________
IN LAW AND PUBLIC_POLICY
THROUGH A_COMBINATION_OF __________________________
RESEARCH, _LITIGATION, _AND PUBLIC EDUCATION_IN THE __________________________
FOUR AREAS WHERE RACIAL DISCRIMINATION_IS
THE MOST_ENTRENCHED: _________________
VOTING, EDUCATION, PUBLIC_ CONTRACTING, AND_EMPLOYMENT ._ THE ___________________
PROGRAM WAS TRANSFERRED TO A SUPPORTING ORGANIZATION DURING_2012 _______________
4 d Other program services (Describe in Schedule 0.)

(Expenses
$
1, 698, 548. including grants of $
4e Total program service expenses ~
42, 601, 277.
BAA
TEEA0102
_
_
_
_
_
_
_
_
_
_
_
10,000.)
Form 990 (2012)
Form 990 (2012)
IPart
IV
Donors Trust,
Inc.
of Required Schedules
Page 3
52-2166327
IChecklist
Yes
No
Is the organization described in section 501 (c)(3) or 4947(a)(l) (other than a private foundation)? If 'Yes,' complete
Schedule A
Is the organization required to complete Schedule B, Schedule of Contnbutors (see instructions)?
Did the organization engage in direct or indirect political campaign act1v1t1eson behalf of or in oppos1t1onto candidates
for public office? If 'Yes,' complete Schedule C, Part I
Section 501(cX3) organizations Did the organization engage 1n lobbying act1v1t1es,or have a section 501 (h) election
1neffect during the tax year? If 'Yes,' complete Schedule C, Part fl
Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues,
assessments, or s1m1laramounts as defined in Revenue Procedure 98-19? If 'Yes, complete Schedule C, Part Ill
Did the organization maintain any donor advised funds or any s1m1larfunds or accounts for which donors have the right
to provide advice on the d1stribut1onor investment of amounts 1nsuch funds or accounts? If 'Yes,' complete Schedule D,
Part I
Did the organization receive or hold a conservation easement, 1nclud1ngeasements to preserve open space, the
environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part II
Did the organization maintain collections of works of art, historical treasures, or other s1m1larassets? If 'Yes,
complete Schedule D, Part Ill
Did the organization report an amount 1n Part X, line 21, for escrow or custodial account l1ab11ity,serve as a custodian
for amounts not listed in Part X; or provide credit counseling, debt management credit repair, or debt negot1at1on
services? If 'Yes, complete Schedule D, Part IV
4
5
6
8
9
x
x
10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,
11
If the organization's answer to any of the following questions 1s'Yes', then complete Schedule D, Parts VI, VII, VIII, IX,
or X as applicable.
a Did the organization report an amount for land, buildings and equipment 1n Part X, line 1O? If 'Yes, complete Schedule
D, Part VI
b Did the organization report an amount for investments - other securities in Part X, line 12 that 1s5% or more of its total
assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VII
10
permanent endowments, or quasi-endowments? If 'Yes,' complete Schedule D, Part V
_J
--
t-
11 a
11 b
11 c
c Did the organization report an amount for investments - program related 1n Part X, line 13 that 1s5% or more of its total
assets reported 1nPart X, line 16? If 'Yes, complete Schedule D, Part Vfll
d Did the organization report an amount for other assets 1n Part X, line 15 that 1s5% or more of its total assets reported
in Part X, line 16? If 'Yes, complete Schedule D, Part IX
11 d
e Did the organization report an amount for other liab11it1es1n Part X, line 25? If 'Yes, complete Schedule D, Part X
11 e
x
x
f Did the organization's separate or consolidated f1nanc1alstatements for the tax year include a footnote that addresses
the organization's liability for uncertain tax pos1t1onsunder FIN 48 (ASC 740) 7 If 'Yes, complete Schedule D, Part X
11f
12a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete
Schedule D, Parts XI, and Xfl
b Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes, and
12a
13 Is the organization a school described in section 170(b)(l)(A)(11)? If 'Yes,' complete Schedule E
13
14a Did the organization maintain an office, employees, or agents outside of the United States?
14a
x
x
x
14b
15
16
17
18
19
x
x
1f the orgamzat,on answered 'No' to /me 12a, then completing Schedule D, Parts XI and XII ts optional
12b
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundra1s1ng,
business, investment, and program service act1v1t1esoutside the United States, or aggregate foreign investments valued
at $100,000 or more 7 ff 'Yes,' complete Schedule F, Parts I and IV
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? ff 'Yes, complete Schedule F, Parts fl and IV
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to
1nd1v1dualslocated outside the United States? ff 'Yes, complete Schedule F, Parts fl/ and IV
17 Did the organization report a total of more than $15,000 of expenses for professional fundra1sing services on Part IX,
column (A), lines 6 and 1le? ff 'Yes,' complete Schedule G, Part I (see mstruct,ons)
18 Did the organization report more than $15,000 total of fundra1sing event gross income and contributions on Part VIII,
lines 1c and Sa? If 'Yes,' complete Schedule G, Part fl
19 Did the organization report more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? ff 'Yes,'
complete Schedule G, Part Ill
20 a Did the organization operate one or more hospital fac11it1es?If 'Yes, complete Schedule H
b If 'Yes' to line 20a, did the organization attach a copy of ,ts audited financial statements to this return?
BAA
TEEA0103
------~
-----
12/13112
20
20b
Form 990 (2012)
Form 990 (2012)

'--.
Donors Trust,
Inc.
of Required Schedules (continued)
Page 4
52-2166327
IPart IV IChecklist
Yes
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part IX, column (A), line 1? If 'Yes,' complete Schedule f, Parts f and ((
21
22
Did the organization report more than $5,000 of grants and other assistance to ind1v1dualsin the United States on Part
IX, column (A), line 2? If 'Yes,' complete Schedule f, Parts f and /ff
22
23
Did the organ1zat1onanswer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? ff 'Yes,' complete
Schedule J
23
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of
the last da$, of the year, and that was issued after December 31, 2002? ff 'Yes,' answer Imes 24b through 24d and
complete chedufe K. ff 'No, 'go to fme 25
.
24b
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds'
d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?
24d
2Sa Section 501(cX3) and 501(cX4) organizations. Did the organization engage 1n an excess benefit transaction with a
d1squalif1ed person during the year? If 'Yes,' complete Schedule L, Part I
x
x
x
x
24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception'
No
24c
25a
25b
Was a loan to or by a current or former officer, director, trustee, key emploiee, highest compensated employee, or
d1squalif1ed person outstanding as of the end of the organization's tax year. ff 'Yes,' complete Schedule L, Part ((
26
Did the organization provide arrant or other assistance to an officer, director, trustee, key employee, substantial
contributor or employee thereo , a grant selection committee member, or to a 35% controlled entity or family member
of any of these persons? ff 'Yes,' complete Schedule L, Part Ill
27
28a
b A family member of a current or former officer, director, trustee, or key employee? ff 'Yes,' complete
Schedule L, Part IV
28b
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner' If 'Yes,' complete Schedule L, Part IV
28c
b Is the organization aware that 1t engaged 1nan excess benefit transaction with a d1squal1f1edperson in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ' ff 'Yes, complete
Schedule L, Part I
26
27
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
1nstruct1onsfor applicable filing thresholds, cond1t1ons,and exceptions):
a A current or former officer, director, trustee, or key employee'
If 'Yes,' complete Schedule L, Part IV
29
Did the organization receive more than $25,000 1n non-cash contributions'
30
Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qual1f1edconservation
contributions' ff 'Yes,' complete Schedule M
30
31
Did the organization l1qu1date,terminate, or dissolve and cease operations? If 'Yes, complete Schedule N, Part I
31
x
x
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets' If 'Yes,' complete
Schedule N, Part II
32
Did the or~anizat1on own 100% of an entity disregarded as separate from the organization under Regulations sections
301.7701- and 301 7701-3? If 'Yes, complete Schedule R, Part I
33
34
33
If 'Yes,' complete Schedule M
34 Was the organization related to any tax-exempt or taxable entity? ff 'Yes,' complete Schedule R, Parts II, Ill, IV,
and V, /me I
35a
b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled
entity within the meaning of section 512(b)(l3)? ff 'Yes,' complete Schedule R, Part V, /me 2
35b
Section 501(cX3) organizations. Did the organization make any transfers to an exempt non-charitable related
organization? If 'Yes, complete Schedule R, Part V, /me 2
36
Did the organization conduct more than 5% of its 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 Vf
37
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)?
36
37
38
29
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, Imes 11b and 19'
Note. All Form 990 filers are reqwred to complete Schedule O
BAA
TEEA0104
08/08/12
38
Form 990 (2012)
..
Form 990 (2012)
Donors Trust,
Inc.
Le.ar:t_Y.L)
Statements Regarding Other IRS Filings and Tax Compliance
Page 5
52-2166327
Check 1f Schedule O contains a response to any question 1nthis Part V

Yes
1 a Enter the number reported in Box 3 of Form 1096 Enter -0- 1f not applicable
b Enter the number of Forms W-2G included in line 1a Enter -0- 1f not applicable
1 al
1 bl
55
0
c Did the organization comply with backup w1thhold1ngrules for reportable payments to vendors and reportable gaming
(gambling) winnings to prize winners?
I I
2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return
,__2_a_,__
_______
b If at least one 1sreported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of Imes 1a and 2a 1sgreater than 250, you may be required to e-f1/e. (see 1nstruct1ons)
3 a Did the organization have unrelated business gross income of $1,000 or more during the year?
b If 'Yes' has 1tfiled a Form 990-T for this year? If 'No,' provide an explanation m Schedule O
4a At any time during the calendar year, did the organization have an interest 1n,or a signature or other authority over, a
f1nanc1alaccount 1na foreign country (such as a bank account, securities account, or other financial account)?
b If 'Yes,' enter the name of the foreign country:
See 1nstruct1onsfor filing requirements for Form TD F 90-22.1, Report of Foreign Bank and F1nanc1alAccounts.
5 a 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?
c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T?
1c
_::.,i---i---:-+--~
2b
x
x
3a
3b
4a
_J
---- x
Sa
Sb
Sc
6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
solicit any contributions that were not tax deductible as charitable contributions?
6a
b If 'Yes,' did the orqanizat1on include with every sol1c1tat1onan express statement that such contributions or gifts were
not tax deductible'
7 Organizations that may receive deductible contributions under section 170(c).
6b
a Did the organization receive a payment 1nexcess of $75 made partly as a contribution and partly for goods and
services provided to the payor?
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Form 8282?
d If 'Yes,' 1nd1catethe number of Forms 8282 filed during the year
1dl
e Did the organization receive any funds, directly or 1nd1rectly,to pay premiums on a personal benefit contract?
f Did the organization, during the year, pay premiums, directly or 1nd1rectly,on a personal benefit contract?
No
--
7a
7b
--
_J
x
7c
7e
7f
x
x
g If the organization received a contribution of qual1f1edintellectual property, did the organization file Form 8899
as required?
7g
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a
Form 1098-C?
7h
8 Sponsoring organizations maintaining donor advised funds and section 509(aX3) supporting organizations. Did the
supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business
holdings at any time during the year?
9 Sponsoring organizations maintaining donor advised funds.
a Did the organization make any taxable d1stribut1onsunder section 4966?
b Did the organization make a d1stribut1onto a donor, donor advisor, or related person?
10 Section 501(c)(7) organizations. Enter
a lnit1at1onfees and capital contributions included on Part VIII, line 12
1oal
10b
b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club fac1l1t1es
11 Section 501(c)(l 2) organizations. Enter:
11 a
a Gross income from members or shareholders
--
--
LJ
--
_J
--
9a
9b
x
x
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them.)
,__l_l_b_,__
_______
12 a Section 4947(a)(1) non - exempt charitable trusts. Is the organization filing Form 990 1n lieu of Form 1041?
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year
12bl
'----'----------!
13 Section 501(cX29) qualified nonprofit health insurance issuers.
a Is the organization licensed to issue qualified health plans in more than one state?
Note. See the 1nstruct1onsfor add1t1onalinformation the organization must report on Schedule 0.
-11---r---r--~
12a
b Enter the amount of reserves the organization 1srequired to maintain by the states in
which the organization 1slicensed to issue qualified health plans
13c
c Enter the amount of reserves on hand
14a Did the organization receive any payments for indoor tanning services during the tax year 7
b If 'Yes,' has 1tfiled a Form 720 to report these payments? If 'No,' provide an explanation m Schedule O
BAA
TEEA0105
08/08/12
13a
14a
14b
Form 990 (2012)
-
Form 990 (2012) Donors
IPart VI IGovernance,
Trust,
Inc.
52-2166327
Page 6
Management and Disclosure For each 'Yes' response to Imes 2 through 7b below, and for
a 'No' response to line Ba, Bb, or 7Ob below, descnbe the circumstances, processes, or changes m
Schedule 0. See instructions.
Check 1f Schedule O contains a response to any question in this Part VI
Section A Govermnq Body and Manaqement

Yes
1 a Enter the number of voting members of the governing body at the end of the tax year
If there are material differences 1nvoting rights among members
of the governing body, or 1f the governing body delegated broad
authority to an executive committee or similar committee, explain 1n Schedule 0.
b Enter the number of voting members included 1n line 1a, above, who are independent
1a
No
~iat;....:i tr
15~~
-
1b
,~li.
j.{~
. ~~ ~....
~~
3 1;.;r~....;-., .
..
~
Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
officer, director, trustee or key employee?
.~'I~
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 person?
Did the organization make any s1gnif1cantchanges to its governing documents
since the prior Form 990 was filed?
Did the organization become aware during the year of a s1grnf1cantd1vers1onof the organization's assets?
Did the organization have members or stockholders?
4
5
6
b Are any governance dec1s1onsof the organization reserved to (or subJect to approval by) members,
stockholders, or other persons other than the governing body?
4
5
6
x
x
x
7a
x
x
7b
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following
a The governing body?
b Each committee with authority to act on behalf of the governing body?
7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more
members of the governing body?
Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's ma1l1ngaddress? If 'Yes,' provide the names and addresses m Schedule O
..'
,
,[_
,
Sa
Sb
x
x
Section B. Policies (This Section B reauests information about ool1c1esnot reawred bv the Internal Revenue Code.)
Yes
No
10a Did the organization have local chapters, branches, or affiliates?
10a
b If 'Yes,'did theorgarnzalion
havewrittenpoliciesandprocedures
governing
theact1v1t1es
of suchchapters,affiliates,andbranches
to ensuretheir
operations
areconsistent
withtheorganization's
exemptpurposes?
11 a Hastheorganization
provideda completecopyof this Form990to all members
of its governing
bodybeforefiling theform?
10b
11 a
b Describe 1nSchedule O the process, 1f any, used by the organization to review this Form 990.
12a Did the organization have a written conflict of interest policy? If 'No,' go to /me 13
b Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe m
Schedule O how this is done
13 Did the organization have a written wh1stleblower policy?
14 Did the organization have a written document retention and destruction policy?
15
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substant1at1on of the deliberation and dec1s1on?
a The organization's CEO, Executive Director, or top management off1c1al
b Other officers of key employees of the organization
If 'Yes' to line 15a or 15b, describe the process in Schedule 0. (See instructions.)
- .
.
12a
12b
12c
13
14
x
x
.... -
X
X
X
~:.~.~-~i... I
p.,,.:!iw
15a
15b
X
X
16a Did the organization invest in, contribute assets to, or part1c1pate1na 101ntventure or s1m1lararrangement with a
taxable entity during the year?
b If 'Yes,' did the organization follow a written policy or procedure requmng the organization to evaluate its
part1c1pat1onin Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements?
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 1s required to be filed ... _____________________________
18
Section 6104 requires an organization to make its Forms 1023 (or 102411 applicable), 990, and 990-T (501(c)(3)s only) available for public
inspection. Indicate how you make these available. Check all that apply.
Own website
Another's website
Upon request
Other (exp/am m Schedule 0)
eJ
Describe
in Schedule
Owhether(and11so,how)theorganization
makesits governing
documents,
conflictof interestpolicy,andfinancialstatements
availableto
the publicduringthetaxyear
State the name, physical address, and telephone number of the person who possesses the books and records of the organization
19
20
...Donors_Trust
BAA
_______
109 N Henry_St,
___ Alexandria,
TEEA0106 08/08/12
___ VA _
22314-2903
___
(703) 535-3563
Form 990 (2012)
-.Trust,
Inc.
52-2166327
Page 7
of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Form 990 (2012)
Donors
HP..ia\VJlll
Compensation
Check 1f Schedule O contains a response to any question ,n this Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or w1th1nthe
organization's tax year.
List all of the org_an,zat1on'scurrent officers, directors, trustees (whether 1nd1v1dualsor orgarnzat1ons), regardless of amount of
compensation. Enter -1l- ,n columns (D), (E), and (F) 1f no compensation was paid.
List all of the organization's current key employees, 1fany. See 1nstruct1onsfor def1nit1onof 'key employee.'
List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organ1zat1on'sformer 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, ,n the capacity as a former director or trustee of the
organi2at1on, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons 1nthe following order: ind1v1dualtrustees or directors; inst1tut1onaltrustees; officers; key employees; highest compensated
employees; and former such persons
Check this box 1f neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
(A)
Name and Totle
(B)
Average
hours per
week (lost
any hours
for related
orgarnzat1ons
below
dotted
lone)
Posotoon(do not check more than

one box, unless person os both an
ottocer and a director/trustee)
_(1) Whitney
L Ball ________
4~.e..O_O
President
& CEO
X
(2) Kimberl_y _ O Dennis_____
0. 50
Chairman
X
_ (3) James Piere son _ _ _ _ _ _ _ 0. 50
Vice Chairman
X
_ (4) William
J. Hurne _______
_Q.e..5_0
Director
X
_ (5) Jeffrey
C. Zysik
_____
45. 00
CFO, Sec-Treas.
(D)
(E)
(F)
Reportable
compensation from
the organozatoon
(W-2/1099-MISC)
Reportable
compensation from
related organozatoons
(W 2/1099-MISC)
Estomated
amount of other
compensation
from the
organ,zahon
and related
organizations
207,500.
175,000.
0.
20,750.
0.
0.
o.
0.
o.
0.
0.
0.
0.
0.
17,500.
(6)
------------------------_(7)
----------------------
(8)
------------------------(9)
------------------------(1~
----------------------
(11)
----------------------
(1~
----------------------
(1~
----------------------
(1~
----------------------
BAA
TEEA0107
12/17112
Form 990 (2012)
Form 990 (2012) Donors
Trust,
rPart VII IISection A. Officers,
Page 8
Inc.
52-2166327
Directors, Trustees, Kev Employees, and Hiqhest Compensated Employees (cont)
(C)
(B)
(A)
Average
Name and title
hours
per
week
(list any
hours
for
related
organiza
- t,ons
below
dotted
line)
~~
------------------------
---
o~ ------------------------
---
o~ ------------------------
-----
---------------------------
(21)
---
(22)
---
(23)
---------------------------
---
---------------------------
(24)
---
(25)
---
------------------------
;::]
"'
c
c:::-
te.
--.2
!!!
!il
Cl>
(1)
c:::0
;::]
3l
n
;,;:
CD
,,
J '- ~
-0
CD
C1> I
(F)
Reportable
compensation from
related orgarnzat,ons
(:l'l-211099-MISC)
~~ ~
(1) -
Estimated
amount of other
compensation
from the
organization
and related
organ1zat1ons
C1> n
0
(1)
::,
;g
<1>
$"
a.
---
---------------------------
---------------------------
Q 5
a. g.
- <
(E)
(D)
Reportable
compensation from
the orgarnzallon
(jl-211099-MISC)
---
o~ -----------------------on ________________________
(20)
Pos,t,on
(do not check more than one
box, unless person is both an
omcer and a director/trustee)
o.
~
1 b Sub-total
382,500.
38,250.
~
c Total from continuation sheets to Part VII, Section A
~
d Total (add lines 1 band 1 c)
382,500.
38,250.
0.
2 Total number of ind1v1duals(including but not limited to those listed above) who received more than $100,000 of reportable compensation
from the organization ~
2
Yes
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 md1v1dual
For any 1nd1v1dual

listed on line 1a, 1sthe sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for
No
such md1v1dual
Did any person listed on line 1a receive or accrue compensation from any unrelated orgamza!Jon or ind1v1dual
!or services rendered to the organization? If 'Yes,' complete Schedule J for such e,erson
__J
x
Section B. Independent Contractors

1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organ1zat1on.Report compensation for the calendar year ending with or within the organization's tax year
Description of services
OH 45701 Research, writing, speaking,and a

Richard
Vedder
7464 Ridqeview
Circle
Athens
services
Wilev
Rein
LLP 1776 K St NW
Washington
DC 20006 Leqal
services
VA 22201 Legal
Ted Frank
901 N Monroe St i1007 Arlinqton
and recruiting
ser
Claire
Kittle
2868 Tradewind
Dr
Mount Pleasant
SC 29466 Administrative
60646 Advertisinq
IL
Real Clear Holdings 6160 N Cicero
Ave i410 Chicaqo
2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 in compensation from the organization ~ 5
BAA
(C)
Compensation
(B)
(A)
Name and business address
TEEA0108
01124/13
137,500.
700,000.
173,250.
107,964.
160,010.
I
Form 990 (2012)
Donors Trust,
WartVIiii! Statement of Revenue
Form990(2012)
Inc.
52-2166327
Page 9
Check 1f Schedule O contains a response to any question in this Part VIII
(A)
Total revenue
a-
..._ en
:z ....
c(Z
1 a Federated campaigns
a::::J
CJO
cl)::!!:
t:~
as
cri":iiii
z-
o"'
- a:
!!! ....
a: 0
.... Q
Zz
1b
c Fundra1s1ng events
1c
d Related organizations
1d
e Government
grants(contributions)
1e
All othercontributions,
gifts, grants,and
s1m1lar
amountsnot includedabove
1f
g Noncashcontributionsincludedm Ins 1a-lf
8<
45,908,735.
6,470,535.
h Total. Add Imes 1a-1 f
::0
..45.908,735.
Business Code
:z
~
Qi:
(D)
Revenue
excluded from tax
under sections
512, 513, or 514
1a
b Membership dues
.......
:::::,::c
f
(C)
Unrelated
business
revenue
(B)
Related or
exempt
function
revenue
2a
Administration
services
L~<lfl.l _fee_recover:y
____
.....
f5
.,,
c ResearchLwritingLediting
d Audit
adjustment
e
____
-----------------
(!)
f All other program service revenue
~
a..
g Total. Add lines 2a-2f
Investment income (including d1v1dends, interest and

other s1m1laramounts)
4
5
Income from investment of tax-exempt bond proceeds

Royalties
(1) Real
(11)Personal
(1) Securities
(11)Other
o.
o.
0.
0.
0.
0.
o.
0.
710. 959.
10.000.
33.000.
13.925.
203,303.
o.
0.
203,303.
679.285.
o.
o.
679.285.
710.959.
10 000.
33.000.
13.925.
561000
541100
541900
523999
..
..
..
767,884.
..
6 a Gross rents
b Less rental expenses
c Rentalincomeor (loss)
..
d Net rental income or (loss)

7 a Grossamountfrom salesof
assetsotherthaninventory 11.848,162.
b Less costor otherbasis
andsalesexpenses
11, 168. 877.
c Gain or (loss)
679,285.
..
d Net gain or (loss)

l&.I
::::,
:z
8 a Gross income from fundra1s1ng events

(not 1nclud1ng $
of contributions reported on line 1c).
g:
g:
See Part IV, line 18
:c
b Less direct expenses
c Net income or (loss) from fundra1smg events
l&.I
I-
..
9 a Gross income from gaming act1v1t1es

See Part IV, line 19
a
b Less: direct expenses
c Net income or (loss) from gaming act,v,t,es

10a Gross sales of inventory, less returns
and allowances
b Less: cost of goods sold
a
b
c Net income or (loss) from sales of inventory

Miscellaneous Revenue
11 a
b
c
d
------------------------------------------------All other revenue
e Total. Add lines 11a-11 d

12
BAA
Total revenue. See 1nstruct1ons
..
..
Business Code
..
..47,559,207.
TEEA0109
12117/12
o.
o.
I
1,650,472
Form 990 (2012)
Form 990 (2012)
Ceart IX
Donors
I Statement
Trust,
52-2166327
Inc.
PagelO
of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must comolete all columns All other organizations must comolete column (A).
Check 1f Schedule O contains a response to any question in this Part IX
(A)
(B)
(C)
Do not include amounts reported on Imes 6b,
Total expenses
Program service
Management and
lb, Bb, 9b, and I Ob of Part VIII.
exoenses
aeneral exoenses
1 Grants and other assistance to governments
and organizations in the United States See
Part IV, line 21
40.276.542.
40 276.542.
2 Grants and other assistance to ind1v1dualsin
the United States. See Part IV, line 22
3 Grants and other assistance to governments,
organizations, and ind1v1dualsoutside the
United States. See Part IV, lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees
279.538.
40.287.
420 750.
6 Compensation not included above, to
d1squahf1ediftersons (as defined under
section 495 (f)(l )) and persons described
1nsection 4958(c)(3)(8)
7 Other salaries and wages
162,870.
27,230.
230,100.
Pension
plan
accruals
and
contributions
8
(include section 401 (k) and section 403(b)
employer contributions)
9 Other employee benefits
526.
724.
72.
10 Payroll taxes
27,154.
3,745.
37,454.
11 Fees for services (non-employees).
a Management
b Legal
733,482.
1,004.
735,059.
c Accounting
d Lobbying
e Professional
fundra1smg
services.SeePartIV,line 17
f Investment management fees
g Other(If line 1lg amtexceeds10%of line25,column(A) amt,list hne11g expenses
on Sch0)
12 Advertising and promotion
13 Office expenses
14 Information technology
15 Royalties
16 Occupancy
17 Travel
18 Payments of travel or entertainment
expenses for any federal, state, or local
public officials
19 Conferences, conventions, and meetings
20 Interest
21 Payments to affiliates
22 Deprec1at1on,depletion, and amort1zat1on
23 Insurance
24 Other expenses. Itemize expenses not
covered above (List miscellaneous expenses
in line 24e. If line 24e amount exceeds 10%
of line 25, column (A) amount, list line 24e
expenses on Schedule 0.)
a Printin_g
& _p"oduction _____
b Postage
&_delivery
_______
c Telephone
______________
d Utilities
______________
e All other expenses
25 Total functionalexpenses.AddImes1 through24e
I I
(D)
Fundra1sing
exoenses
I
I
I
I
100.925.
40,000.
126.
6,555.
19,113.
13,857.
1, 911.
573.
3,345.
41,898.
41,898.
0.
0.
850.453.
200 924.
16.416.
14.327.
832.911.
1.034.
13.239.
10.647.
863.
0.
1.155.
1.338.
16.679.
199.890.
2.022.
2.342.
53 710.
89 586.
5 670.
0.
9.923.
22.015.
4 748.
2 796.
655.
386.
1 146.
675.
20.058.
7.080.
4.766.
3.835.
21. 000.
42. 601. 277.
7.613.
557.
478.
506.
1.516.
94.986.
0.
974.
836.
885.
1. 812.
410.723.
69.303.
111. 601.
6.549.
3.857.
27, 671.
8.611.
6.080.
5.226.
24.328.
43.106.986.
26 Joint costs. Complete this line only 1f

the organization reported in column (8)
101ntcosts from a combined educational
campaign and fundra1sing solic1tat1on.
1f following
Check here ~
SOP 98-2 (ASC 958- 720)
BAA
TEEA0110
12115112
Form 990 (2012)
..
Donors Trust,
I Balance Sheet
Form 990 (2012)
-- IPart,X
Inc.
Page 11
52-2166327
I I
Check 1fSchedule O contains a response to any question m this Part X

(A)
Beginning of year
1
2
3
4
5
s
s
7
8
9
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net
I
L
I
T
I
E
27
28
29
s
s
0
R
A
L
A
N
c
E
30
31
32
33
34
25,872,655.
Loans and other receivables from other d1squahf1edpersons (as defined under
section 4958(f)(l )), persons described 1nsection 4958(c)(3)(8), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary employees'
benef1c1aryorganizations (see instructions). Complete Part II of Schedule L
Notes and loans receivable, net
Inventories for sale or use
Prepaid expenses and deferred charges
6
7
8
9
76.344.
48.006.
10a
10b
Total liabilities. Add lines 17 through 25

Organizations that follow SFAS 117 (ASC 958), check here ~and
lines 27 through 29, and lines 33 and 34.
Unrestricted net assets
Temporarily restricted net assets
Permanently restricted net assets
110,755.
I
5
Organizations that do not follow SFAS 117 (ASC 958), check here
and complete lines 30 through 34.
N
D
79,329.
Total assets. Add Imes 1 throuqh 15 (must equal line 34)

Accounts payable and accrued expenses
Grants payable
Deferred revenue
Tax-exempt bond l1ab1llt1es
Escrow or custodial account l1ab1l1ty.Complete Part IV of Schedule D
22 Loans and other payables to current and former officers, directors, trustees,
key emplotees, highest compensated employees, and d1squallf1edpersons.
Complete art II of Schedule L
23 Secured mortgages and notes payable to unrelated third parties
24 Unsecured notes and loans payable to unrelated third parties
25 Other llab1llt1es(including federal income tax, payables to related third parties,
and other hab1l1t1es
not included on lines 17-24). Complete Part X of Schedule D
N
E
T
1
2
16
17
18
19
20
21
26
End of year
Loans and other receivables from current and former officers, directors,
trustees, ke1 emplotes, and highest compensated employees. Complete
Part II of Sc edule
10a Land, bu1ld1ngs,and equipment cost or other basis

Complete Part VI of Schedule D
b Less: accumulated depreciation
11 Investments - publicly traded securities
12 Investments - other securities. See Part IV, line 11
13 Investments - program-related. See Part IV, line 11
14 Intangible assets
15 Other assets. See Part IV, line 11
L
I
A
20,222,498.
(B)
I
34.008.
5.426.007.
350.000.
16.199.
26.128.041.
89.522.
20.850.
10c
11
12
13
14
15
16
17
18
19
20
21
28.338.
4.664.030.
0.
3.895.
30.679.673.
64 692.
850.
I
22
23
24
25
110.372.
26
65.542.
complete
I
26.017.669.
BAA
30 614 .131.
Capital stock or trust principal, or current funds

Pa1d-m or capital surplus, or land, building, or equipment fund
Retained earnings, endowment, accumulated income, or other funds
Total net assets or fund balances
Total hab1l1t1es
and net assets/fund balances
27
28
29
26.017.669.
26 128.041.
30
31
32
33
34
30.614
131.
30.679.673.
Form 990 (2012)
TEEAOI 1I
01/03/13
'
Donors Trust,
Inc.
IPart XI IReconciliation of Net Assets
Form 990 (2012)
Page 12
52-2166327
Check 1f Schedule O contains a response to any question 1nthis Part XI
1 Total revenue (must equal Part VIII, column (A), line 12)
2 Total expenses (must equal Part IX, column (A), line 25)
3 Revenue less expenses. Subtract line 2 from line 1
1
2
3
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
5 Net unrealized gains (losses) on investments

6 Donated services and use of fac11it1es
7 Investment expenses
8 Prior period ad1ustments
5
6
7
8
10
Other changes in net assets or fund balances (explain 1n Schedule 0)

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,
column (8))
10
I Part XU J Financial Statements and Reporting
47.559.207.
43.106.986.
4.452 221.
26.017.669.
144 241.
30 614.131.
Check 1fSchedule O contains a response to any question in this Part XII
Yes
Accounting method used to prepare the Form 990
Ocash
[)Accrual
Oother
If the organization changed its method of accounting from a prior year or checked 'Other,' explain
1nSchedule 0.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant?
If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both
D Separate basis
Oconsol1dated basis
Osoth
No
__J
2a
__
_J
consolidated and separate basis
b Were the organization's f1nanc1alstatements audited by an independent accountant?
2b
2c
If 'Yes,' check a box below to indicate whether the f1nanc1alstatements for the year were audited on a separate
basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
P]
c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b1l1tyfor oversight of the audit,
review, or compilation of its f1nanc1alstatements and selection of an independent accountant?
If the organizat1on,changed either its oversight process or selection process during the tax year, explain
1n Schedule 0.
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 OMB Circular A-133?
b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits
BAA
TEEAO112
08/09/11
___ ,_J
3a
3b
Form 990 (2012)
OMB No 1545-0047
SCHEDULE A
2012
Public Charity Status and Public Support
(Form 990 or 990-EZ)
Complete if the organization is a section 501(c)(3) organization or a section

4947(a)(1) nonexempt charitable trust.
Department of the Treasury
Internal Revenue Service
... Attach to Form 990 or Form 990-EZ.... See separate instructions.
Name of the organization
Donors
[fart I
Employer ident1ficat1on number
Trust,
1 Reason
Open to Public
Inspection
Inc.
52-2166327
for Public Charity Status (All organizations must complete this part.) See instructions.
The organization ,s not a private foundation because ,t 1s: (For lines 1 through 11, check only one box)
~A
1
2
3
4
church, convention of churches or assoc,at,on of churches described ,n section 170(b)(l)(A)(i).

A school described in section 170(b)(l)(A)(ii). (Attach Schedule E)
A hospital or a cooperative hospital service organization described in section 170(b)(l)(A)(iii).
A medical research organization operated in con1unct1onwith a hospital described in section 170(b)(l)(A)(iii). Enter the hospital's
name, city, and state

D An organization operated for the benefit of a college or university owned or operated by a governmental unit described 1n section
- 170(b)(l)(A)(iv). (Complete Part II.)
A federal, state, or local government or governmental unit described in section 170(b)(l)(A)(v).
An organization that normally receives a substantial part of ,ts support from a governmental unit or from the general public described
in section 170(b)(l)(A)(vi). (Complete Part II.)
DA community trust described in section 170(b)(l)(A)(vi). (Complete Part II.)
An organization that normally receives (1) more than 33-1/3% of ,ts support from contributions, membership fees, and gross receipts from activ1t1es
related to ,ts exempt functions - subJectto certain exceptions, and (2) no more than 33-1/3% of ,ts support from gross investment income and
unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2).
(Complete Part Ill )
An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly
supported organizations described 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.
0
efJ
6
7
8
9
D
O
10
11
a 0Type I
b 0Type II
c
Type Ill - Functionally integrated
d
Type Ill - Non-functionally integrated
e D By checking this box, I certify that the organization 1s not controlled directly or indirectly by one or more d1squal1f1edpersons
other than foundation managers and other than one or more publicly supported organizations described 1n section 509(a)(l) or
section 509(a)(2).
If the organization received a written determination from the IRS that ,s a 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
(i)
A person who directly or indirectly controls, either alone or together with persons described in (11)and (111)
below, the governing body of the supported organization?
11 g (i)
(ii)
A family member of a person described in (1) above?
11 g (ii)
A 35% controlled entity of a person described 1n (1) or (11)above?

Provide the following information about the supported organizat1on(s).
(iii)
(1) Name of supported

orgarnzat1on
(ii)EIN
(iia) Type of or1arnzat1on

(described on ,nes 1-9
above or IRC section
(see instructions))
11 g (iii)
(iv) Is the
organization in
column (i) listed ,n
your governing
documenl7
Yes
No
No
(v) D,d you notify

he orgarnzat1on in
column (i) of our
support
Yes
No
(vi) Is the
orgarnzat1on in
(vu) Amount of monetary

support
column (i)
organized an the
US'
Yes
No
(A)
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
TEEA0401
08/09112
Schedule A (Form 990 or 990-EZ) 2012
Donors Trust,
Inc.
52-2166327
Part 11!Support Schedule for Organizations Described in Sections 170(bX1)(A)(iv) and 170(b)(1)(A)(vi)
Page 2
(Complete only 1fyou checked the box on line 5, 7, or 8 of Part I or 1f the organization failed to qualify under Part Ill. If the
organization fails to qualify under the tests listed below, please complete Part Ill )
sec1on
f
AP
u bl'IC S UDDO
rt
Calendar year (or fiscal year

(a) 2008
beginning in) ...
1 Gifts,grants,contnbut1ons,
and
,oonot
membership
feesreceived.
includeany'unusualgrants)
10,634,041.
2 Tax revenues levied for the
organization's benefit and
either paid to or expended
on its behalf
3 The value of services or
facil1t1esfurnished by a
governmental unit to the
organization without charge
4 Total. Add Imes 1 through 3
10,634,041.
5 The portion of total
contnbut1ons by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f)
(b) 2009
(c) 2010
(d) 2011
(f) Total
(e) 2012
16,778,729.
28,998,795.
39,267,594.
45,908,735.
141,587,894.
16,778,729.
28,998,795.
39,267,594.
45,908,735.
141, 587, 894.
21,897,073.
Public support. Subtract line 5

from line 4
119,690,821.
Sectlon BT ota IS UDDOrt

Calendar year (or fiscal year
beginning in) ...
7 Amounts from line 4

8 Gross income from interest,
d1v1dends,payments received
on securities loans, rents,
royalties and income from
s1m1larsources
9 Net income from unrelated
business act1v1t1es,whether or
not the business 1sregularly
earned on
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part'IV.)
(a) 2008
(b) 2009
10,634,041.
16,778,729.
284,903.
70,330.
(c) 2010
28,998,795.
80,800.
11 Total support. Add Imes 7

through 10
12 Gross receipts from related act1v1t1es,etc (see instructions)
(d) 2011
39,267,594.
206,988.
(e) 2012
(f) Total
141,587,894.
45,908,735.
846,324.
203,303.
142,434,218.
12
13 Firstfive 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
Section C. Com utation of Public Su
ort Percenta e
14 Public support percentage for 2012 (line 6, column (f) d1v1dedby line 11, column (f))
15 Public support percentage from 2011 Schedule A, Part II, line 14
14
15
84. 03 %
86.70%
16a 33-113%support test - 2012. If the organization did not check the box on line 13, and the line 14 1s33- 1/3% or more, check this box
Q
and stop here. The organization qualifies as a publicly supported organization
. ... ~
b 33-113%support test - 2011. 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 organ1zat1onqualifies as a publicly supported organization
.
...
17 a 10%-facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, or l 6b, and line 14 1s 10%
or more, and 1f the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain ,n Part IV how
the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization
b 10%-facts-and-circumstances test - 2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s 10%
or more, and 1fthe organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part JV how the
organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
BAA
:R
TEEA0402
08/09/12
Donors
Trust,
IPart 111!!Support Schedule for Organizations
Inc.
Described in Section 509(aX2)
52-2166327
Page 3
(Complete only 1f you checked the box on line 9 of Part I or 1f the organization failed to qualify under Part II If the organization fails
to quahfy under the tests hsted below, please complete Part II.)
Section A Pu bl"IC Sup port

Calendaryear(or fiscal yr beginningin) ...
1 Gifts, grants, contributions
and membership fees
received (Do not include
any 'unusual grants ')
2 Gross receipts from adm1ss1ons, merchandise sold or
services performed, or fac1ht1es
furnished 1nany act1v1tythat 1s
related to the organization's
tax-exempt purpose
3 Gross receipts from act1v1t1es
that are not an unrelated trade
or business under section 513
4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
its behalf
5 The value of services or
fac1ht1esfurnished by a
governmental unit to the
organization without charge
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
(a)2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
6 Total. Add lines 1 through 5

7 a Amounts included on hnes 1,
2, and 3 received from
d1squahf1edpersons
b Amounts included on Imes 2
and 3 received from other than
d1squal1f1edpersons that
exceed the greater of $5,000 or
1% of the amount on line 13
for the year
c Add lines 7a and 7b
8 Public support (Subtract line
7c from hne 6)
sec1on
f
BT oat IS UDDOrt
Calendaryear(or fiscal yr beginningin) ...
9 Amounts from line 6
lOa Gross income from interest,
d1v1dends,payments received
on securities loans, rents,
royalties and income from
s1m1larsources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 1Oa and lOb
11 Netincomefromunrelatedbusiness
act1v1t1es
notincludedin line lOb,
whetheror notthebusiness1s
regularlyearnedon
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain 1n
Part IV)
13 Total support. (Add Ins 9. 10c. 11. and

14
12 l
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
Section C. Com utation of Public Su
ort Percenta e
15
Pubhc support percentage for 2012 (line 8, column (f) d1v1dedby line 13, column (f))
16
Public support percentage from 2011 Schedule A, Part Ill, line 15
15
16
%
%
Section D. Com utation of Investment Income Percenta e

17
Investment income percentage for 2012 (line lOc, column (f) d1v1dedby hne 13, column (f))
18
18 Investment income percentage from 2011 Schedule A, Part Ill, hne 17
19 a 33-1/3% support tests - 2012. If the organization did not check the box on line 14, and hne 15 1smore than 33-113%, and hne 17
1snot more than 33-113%, check this box and stop here. The organization quahf1es as a pubhcly supported organization
b 33-1/3% support tests - 2011. If the organization did not check a box on line 14 or hne 19a, and hne 16 1s more than 33- 113%, and
line 18 1snot more than 33-113%, check this box and stop here. The orgarnzat1on quahfles as a pubhcly supported organization
20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
17
BAA
TEEA0403
08/09112
%
%
~o
=a

Donors Trust,
Inc.
52-216632 7
Page 4
h&aatl~.11Supplemental Information. Complete this part to provide the explanations required by Part 11,line 1O;
Part II, line 17a or 17b; and Part Ill, line 12. Also complete this part for any additional information.
(See instructions).
BAA

TEEA0404
08110/12
OMB No 1545-0047
SCHEDULED
(Form 990)
Supplemental Financial Statements
2012
Complete if the organization answered 'Yes,' to Form 990,

Part IV, lines 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
Attach to Form 990. See separate instructions.

Open to Public
. :Inspection, '
Employer idenblicabon number
Donors Trust,
Inc.
52-2166327
!Part I,-.! Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete 1f
the organization answered 'Yes' to Form 990, Part IV, line 6.
(a) Donor advised funds
1 Total number at end of year
2 Aggregate contributions to (during year)
3 Aggregate grants from (during year)
4 Aggregate value at end of year
(b) Funds and other accounts
144.
45,587,272.
38,804,802.
27,476,244.
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subiect to the organization's exclusive legal control?
Did the organizauon inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
1mperm1ss1ble
private benefit?
!Part II
[)Yes
lvl
~ Yes
D No
Conservation Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or education)
0Preservat,on of an historically important land area
Protection of natural habitat
Preservation of a cert1f1edhistoric structure
Preservation of open space
2 Complete lines 2a through 2d 1fthe organization held a qualified conservation contribution 1nthe form of a conservation easement on the
last day of the tax year.
Held at the End of the Tax Year
-2a
a Total number of conservation easements
2b
b Total acreage restricted by conservation easements
2c
c Number of conservation easements on a cert1f1edhistoric structure included ,n (a)
d Number of conservation easements included 1n(c) acquired after 8117/06, and not on a historic
2d
structure listed in the National Register
3 Number of conservation easements mod1f1ed,transferred, released, extinguished, or terminated by the organization during the
tax year _____
_
4
Number of states where property subJect to conservation easement 1s located
5
6
Does the organization have a written policy regarding the periodic monitoring, ,nspect,on, handling of v1olat1ons,
and enforcement of the conservation easements ,t holds?
0Yes
Staff and volunteer hours devoted to monitoring, ,nspect,ng, and enforcing conservation easements during the year
Amount of expenses incurred 1nmonitoring, inspecting, and enforcing conservation easements during the year
Does each conservation easement reported on line 2(d) above satisfy the reqwrements of section 170(h){4)(8)(1)
and section 170(h)(4)(8)(11)?
0Yes
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, 1fapplicable, the text of the footnote to the organization's f1nanc1alstatements that describes the organization's accounting for
conservation easements
$ ______
!Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 8.
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exh1b1t1on,education, or research in furtherance of public service, provide,
in Part XIII, the text of the footnote to ,ts f1nanc1alstatements that describes these ,terns
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other s1m1larassets held for public exh1b1t1on,education, or research 1n furtherance of public service, provide the
following amounts relating to these ,terns:
"'$ _______
_
(i) Revenues included in Form 990, Part VIII, line 1
"' $
If the organization received or held works of art, historical treasures, or other s1m1larassets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items.
a Revenues included 1nForm 990, Part VIII, line 1
b Assets included in Form 990, Part X
TEEA3301 09/18112
Schedule D (Form 990) 2012
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
(ii) Assets included in Form 990, Part X
---------
Schedule D (Form 990) 2012 Donors

Trust,
Inc.
52-2166327
Page 2
!Part 11111Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization's acqu1s1t1on,accession, and other records, check any of the following that are a s1gnif1cantuse of its collection
items (check all that apply)
d
Loan or exchange programs
Public exh1b1t1on
Scholarly research
e
Other
c
Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part XIII
During the year, did the organization solicit or receive donations of art, historical treasures, or other s1m1larassets
to be sold to raise funds rather than to be maintained as part of the organization's collection?
DYes
DNo
!Part IV 11Escrow and Custodial Arrangements. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent. trustee, custodian, or other 1ntermed1aryfor contributions or other assets not included
on Form 990, Part X?
b If 'Yes,' explain the arrangement 1n Part XIII and complete the following table
0 Yes
Amount
, c
c Beginning balance
, d
d Add1t1onsduring the year
e D1stribut1onsduring the year
1e
, f
f Ending balance
2a Did the organization include an amount on Form 990, Part X, line 21?
b If 'Yes,' explain the arrangement 1nPart XIII. Check here 1f the explant1on has been provided in P art XIII
IP.a rtV
LJYes
JIEn d owmen t Fun d s. Como Iet e If th eon an1za ion answere d 'Yes It 0 Form 990 Par t IV I1ne 10
I
(a) Current
1 a Beginning of year balance

b Contributions
(c)Twoyears
(b) Prior year
24,001,854.
45, 586, 772.
16,684,776.
39,141,594.
12,051,906.
28,817,945.
c Net investment earnings, gains,
and losses
1,026,829.
-154,463.
249,299.
d Grants or scholarships
40,276,542.
29, 525, 114.
22,172,327.
e Other expenditures for fac1l1t1es
and programs
1,657,333.
1,712,039.
1,912,824.
f Adm1nistrat1ve expenses
522,470.
432,900.
349,223.
g End of year balance
28,159,110.
24,001,854.
16,684,776.
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a Board designated or quasi-endowment
100. 00 %
b Permanent endowment
O OO %
c Temporarily restricted endowment
O. 00 %
The percentages in lines 2a, 2b, and 2c should equal 100%
(d) Threeyears
(e) Fouryears
8,939,680.
16,592,079.
9,448,610.
10,548,791.
324,215.
12,641,403.
-472, 097.
9,366,969.
976,327.
186,338.
12,051,906.
1,103,256.
115,399.
8,939,680.
3 a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:
Yes
IP.a rt VI 11Lan d.. B UI"Id"mgs, an d E.qu1pmen.t

Description of property
Land
Buildings
Leasehold improvements
Equipment
see Form
990 p ar t
I
(a) Cost or other basis

(investment)
x , I'me
No
x
x
3a(i)
3a(ii)
3b
unrelated organizations
(ii) related organizations
b If 'Yes' to 3a(11),are the related organizations listed as required on Schedule R?
4 Describe 1nPart XIII the intended uses of the organization's endowment funds.
(i)
1a
b
c
d
~No
10
(b) Cost or other

basis (other)
(c) Accumulated
deprec1at1on
(d) Book value
I
..
18,695 .
29,973.
27,676.
e Other
Total. Add lines la through le. (Column (d) must equal Form 990, Part X, column (B), /me IO(c).)
BAA
6,582.
23,048.
18,376.
...
12,113.
6,925.
9,300.
28,338.
TEEA3302
06/07112
IPart VII IInvestments
Donors
Trust,
Inc
52-2166327
Page 3
- Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category

(including name of security)
(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(b) Book value
(c) Method of valuation Cost or

endof-year market value
---------------------w __________________________
~-------------------------~-------------------------(D) - - - - - - - - - - - - - - - - - - - - - - - - - -
~-------------------------(F)
---------------------------(G)
---------------------------(H)
---------------------------(I)
---------------------------....
Total. (Column(b) mustequalForm990,PartX, column(8) /me12)
!Part VIII\ Investments - Proqram Related. See Form 990, Part X, line 13.
(a) Descnpt1on of investment type
(b) Book value
(c) Method of valuation: Cost or

end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(1)
(8)
(9)
(10)
Total. (Column(b) mustequalForm990,PartX, column(8) /me13.)
....
IPart IX IOther Assets. See Form 990 Part X line 15.

(a) Description
(b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(1)
(8)
(9)
(10)
....
Total. (Column (b) must equal Form 990, Part X, column (B), /me 75.)
IPart X
I Other Liabilities. See Form 990 Part X. line 25.
(a) Description of l1ab11ity

(1) Federal income taxes
(2)
(3)
(4)
(b) Book value
(5)
(6)
(7)
(8)
(9)
(10)
(11)
....
Total. (Column
(b) mustequalForm990,PartX, column(8) /me25.)
2. FIN48(ASC740)FootnoteIn PartXIII,providethetextof thefootnoteto theorganization's
financialstatements
thatreportstheorgamzatmn's
llab1lltyfor uncertamtax pos1t1ons
.
underFIN48(ASC740).Checkhere1fthetextof thefootnotehasbeenprovidedm PartXIII
BAA
TEEA33D3
12123112
Schedule D (Form 990) 2012 Donors

Trust,
Inc .
52-2166327
IPart,XI I Reconciliation of Revenue per Audited Financial Statements With Revenue oer Return
1 Total revenue, gains, and other support per audited financial statements .
2
3
4
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 fac1l1ties
c Recoveries of pnor year grants
d Other (Describe 1nPart XIII.)
e Add Imes 2a through 2d
2a
2b
2c
2d
144,241
47,693,448.
..,
.
"
i....:.......:.
2e
Subtract line 2e from line 1

Amounts included on Form 990, Part VIII, line 12, but not on line 1
a Investment expenses not included on Form 990, Part VIII, line 7b
b Other (Describe 1nPart XIII.)
..
II
4b
c Add Imes 4a and 4b

Total revenue. Add Imes 3 and 4c. (This must equal Form 990, Part/, line 72.)
Page 4
144,241.
47,549,207.
.10,000.
...::._
4c
5
10,000.
47,559,207.
IPart XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited f1nanc1alstatements
Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities
b Prior year adJustments
c Other losses
d Other (Describe ,n Part XIII )
e Add lines 2a through 2d
3 Subtract line 2e from line 1
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b
b Other (Describe m Part XIII.)
c Add Imes 4a and 4b
5 Total expenses. Add Imes 3 and 4c. (This must equal Form 990, Part/, /me 78)
IPart xmISupplemental
q
2d
2e
3
II
4b
43,096,986.
10,000.
J
4c
5
43,096,986.
10,000.
43,106,986.
Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, Imes 1a and 4, Part IV, Imes 1band 2b, Part V,
line 4; Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b. Also complete this part to provide any add1t1onal1nformat1on
Pt XII
Line
Pt XII_Line
4b ___ Le_gal fee

4b ___ ex_p~nse
recovery
reduction
Pt XI_Line_4b
___ Le_gal
fee
Pt XI_Line_4b
___ ex_p~nse
recovery
reduction
Sch D Pt V_L4 ___ The endowment

Sch D Pt V_L4 ___ described
treated
for
book _pug,oses
treated
for
funds
in_Part
as_revenue_for_tax_:e_urposes
III
as_revenue_for_tax_:e_urposes
held
Line
for
4_of
BAA
and _________
---------------------------
book _pug,oses
are
and _________
--------------------------use
this
in
the
_pr~(l!ams
_____________
Forrn_990 ___________________
_
_
TEEA3304
11130/12
Ss_~dule D (Form 990) 2012
IPart XIII, ISupplemental
BAA
Donors
Trust,
Inc.
52-2166327
Page 5
Information (continued)
TEEA3305
06108/12
SCHEDULE I
OMB No 1545-0047
Grants and Other Assistance to Organizations,

Governments, and Individuals in the United States
(Form 990)
2012
Complete if the organization answered 'Yes' to Form 990, Part IV, line 21 or 22.
~ Attach to Form 990.

Open to Public
' Inspection
Employer identification number
52-2166327
Dono_r____$_T_rust_.
Ine_.
IGeneral Information on Grants and Assistance
r Part I
Does the organization maintain 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
[jves
0No
Describe 1nPart IV the organization's procedures for monitoring the use of grant funds 1nthe United States.
[Paii[J
1 (a)
J.11
See
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Part II can be duplicated if add1t1onalspace is needed.
(b) EIN
Name and address of organization

or government
continujltion
(c) IRC section

1f applicable
(d) Amount of cash grant
(e) Amount of non-cash

assistance
(I) Method of valuation

(book, FMV, appraisal,
other)
(h) Purpose of grant

or assistance
(g) Description of
non cash assistance
:g_a_g~s_
J.~-----------------J.~-----------------J.~-----------------J.51
-----------------J.~-----------------g1 _________________
J.~-----------------2
Enter total number of section 501(c)(3) and government organizations listed 1nthe line 1 table
3 Enter total number of other or_g_anizattonslisted in the line 1 table

TEEA3901
11130112
182
0
Schedule I (Form 990) (2012)
Donors Trust, Inc 52-2166327

Sch I, Grants to Organizations and lndviduals 1nthe U.S
Part II, Grants to Or_ganlzatlons and Governments In the U.S.
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Franklin Center
1229 Kong Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(c)(3l
llltno1s Polley Institute

190 South LaSalle Street
Suite 1630
Ch1caao, IL 60603
41-2057028
501(C)(3)
Salvation Army
PO Box 14189
Conconnat1,OH 45250
22-2406433
501!clC3l
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$50,000 00
NIA
NIA
NIA
for Qeneral operallons
$70,000 00
NIA
NIA
NIA
for Qeneral operations
NIA
for the general fund

($40,000 00) and for the Kroc
Center ($40,000 00)
Book
Equipment
for The Ph11tnthrop1c

Enterpnse proJect - net value
of eQu1pmenttransferred
(d)
Amount of
Cash Grant
$80,000 00
NIA
NIA
Project Liberty. Inc

Alexandria, VA 22314-2903
27-3542181
501(c)(3)
Proiect Liberty, Inc

27-3542181
501(c)(3)
$10,000 00
NIA
NIA
NIA
for The Phllonthrop1c

Enterpn se prOJect
Institute for Justice

901 North Glebe Road
Suite 900
Mongton, VA 22203-1854
52-1744337
501(c)C3l
$100 00
NIA
NIA
NIA
National Right to Work Legal Defense

Foundation, Inc
8001 Braddock Road
SonnQfield, VA 22160-0002
59-1588825
501(c)(3)
$100 00
NIA
NIA
NIA
Salvation Army-DC
2626 Pennsylvania Avenue, NW
Washonaton, DC 20037
22-2406433
501(c)C3l
$100 00
NIA
NIA
NIA
$000
$974 19
Schedule I (Form 990 or 990-EZ) 2012
Iii
2

Sch I, Grants to Organizations and lndv1duals in the U.S.
Part II, Grants to Organizations and Governments In the U.S.
(b)
(a)
Name and Address of
Organ1zallon or
Government
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Sm1thson1anlnst1tut1on
PO Box 37012, MRC 035
Washinoton, DC 20013
53-0206027
501Ccll3l
$100 00
NIA
NIA
NIA
for oeneral operations
State Polley Network

1655 North Fort Myer Dnve
Suite 360
Arlinoton, VA 22209-3108
57-0952531
501Ccll3)
$100 00
NIA
NIA
NIA
Boy Scouts of America

9190 Rockville Pike
Bethesda, MD 20814
22-1576300
501(c)(3)
$300 00
NIA
NIA
NIA
for aeneral operations
Cato Institute
1000 Massachusetts Avenue, NW
Washinoton, DC 20001-5403
23-7432162
501(c)(3)
$500 00
NIA
NIA
NIA
for general operations
President and Fellows of Harvard College

79 John F Kennedy Street
Taubman 306
Cambridae, MA 02138
04-2103580
501(c)(3)
$5,000 00
NIA
NIA
NIA
for support of PEPG. directed

bv Prof Paul Peterson
52-1975211
501(c)(3)
$10,000 00
NIA
NIA
N/A
for general ooerat1ons
Jud1c1alEducation Proiect
3007 P Street, NW
20-2466871
5011cll3l
$25,000 00
NIA
NIA
NIA
Chapman Un1vers1ty
One Un1vers1tyDrive
Orange, CA 92866
95-1643992
501(c)(3l
$50,000 00
NIA
NIA
NIA
for the general operations of

CCJ Cllmc
Mani uana Polley ProJect Foundation

PO Box 77492
Washington, DC 20013
Donors
Trust,
Inc
52-2166327
Sch I, Grants to Organizations
and lndv1duals
in the U.S
Part II, Grants to Organizationsand GovernmentsIn the U.S.

(a)
Name and Address
Organization
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
of
Method
Valuation
of
(book, FMV,
appraisal,
(h)
Descnpt1on
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
ProJectVentas
1214 West Boston Post Road
Number 145
Mamaroneck, NY 10543
27-2894856
501CclC3l
Grassroot Institute of Hawaii

335 Merchant Street
#3377
Honolulu. HI 96801
99-0354937
Texas Public Polley Foundation

900 Congress Avenue
Suite 400
Austin, TX 78701
$50,000 00
NIA
NIA
NIA
for oeneral ooerat1ons
501(c)(3l
$1,000 00
NIA
NIA
NIA
for Liberty Coallt1on

Develooment
74-2524057
501CclC3l
$3,000 00
NIA
NIA
NIA
for qeneral ooerat1ons
Young America's Foundation

11o Elden Street
Herndon, VA 20170-4891
23-7042029
501(c)(3)
$3,000 00
NIA
NIA
NIA
for support of the NJ Reagan

Dav Celebration
GMU Foundation (Economics Dept)

Enterprise Hall
Fairfax, VA 22030-4444
54-1603842
5011c)C3l
$10,000 00
NIA
NIA
NIA
for oeneral ooerabons
Dartmouth Review
PO Box 343
Hanover, NH 03755-0343
02-0222111
501CclC3l
$15,000 00
NIA
NIA
NIA
for ooerallons
Yankee Institute
800 Connecticut Boulevard
Suite 302
East Hartford. CT 06108
52-1358144
501(c)l3l
$15,000 00
NIA
NIA
NIA
for aeneral ooerauons
Sutherland Institute
Gateway Tower West Building
15 Wast South Temple, Suite 200
Salt Lake C1tv,UT 84101
87-0531727
501CclC3l
$140,000 00
NIA
NIA
NIA
Schedule
I (Form 990 or 990-EZ)
2012
Sch I, Grants to Organizations and lndv1duals 1nthe U S

Part II, Grants to Or_g_anlzatlonsand Governments In the U.S.
(a)
Name and Address of
Organization or
Government
(f)
Method of
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
$150 00
NIA
NIA
NIA
501(c)(3)
$500 00
NIA
NIA
NIA
99-0354937
501Ccl(3)
$1,000 00
NIA
NIA
NIA
for Corboy v Louie
Reason Foundation
5737 Mesmer Avenue
Los AnQeles, CA 90230-6316
95-3298239
501(c)(3)
$1,000 00
NIA
NIA
NIA
for the documentary proiect

on Whittaker Chambers
Becket Fund for Rel191ousLiberty

3000 K Street, NW
Suite 220
52-1858532
501Cc)l3>
$25,000 00
NIA
NIA
NIA
(c)
IRC
Section 1f
Applicable
Independence Institute
727 East 16th Avenue
Denver, CO 80203
84-0990300
501(c)(3)
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
Grassroot lnst1tute of Hawa11

335 Merchant Street
#3377
Honolulu, HI 96801
(d)
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(b)
EIN
E Plunbus Unum Films

2247 15th Avenue West
Seattle, WA 98166
91-2053400
501Ccl(3l
$25,000 00
NIA
NIA
N/A
to teach free market

economics to high schoolers
and home schoolers
Mar11uanaPolley Proiect Foundation

PO Box 77492
Wash1nQton, DC 20013
52-1975211
501(c)(3l
$30,000 00
NIA
NIA
NIA
Jud1c1alEducation Pro1ect
3007 P Street, NW
20-2466871
501CcU3l
$50,000 00
NIA
N/A
NIA
Sch I, Grants to Organizations and lndv1duals in the U S
Part II, Grantsto Organizationsand GovernmentsIn the U.S.

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Teneo Inc
1015 16th Street, NW
Suite 425
Washmaton, DC 20036
60-0305723
50Hcl(3l
$120,000 00
NIA
NIA
NIA
for aeneral 01>erat1ons
Center for Competitive Polltlcs

124 South West Street
Suite 201
Alexandna, VA 22314
20-3676686
50Hcl(3l
$125,000 00
NIA
NIA
NIA
for aeneral 01>erat1ons

Suite 900
Art1naton, VA 22203-1654
52-1744337
50Hcl/3)
$200,000 00
NIA
NIA
NIA
Reason Foundation
5737 Mesmer Avenue
Los Anaeles, CA 90230-6316
95-3296239
501(c)(3l
$200,000 00
NIA
NIA
NIA
for aeneral or,eratlons
Federalist Society
101516th Street, NW
Suite 425
Wash1naton, DC 20036-5221
36-3235550
5011cl/3l
$300,000 00
NIA
NIA
NIA
for aeneral ooerat1ons
Center for lnd1v1dualRights

1233 20th Street. NW
Suite 300
Washmaton, DC 20036-1609
52-1600461
501(c)(3)
$1,000 00
NIA
NIA
NIA
National Legal & Polley Center

107 Park Washington Court
Falls Church, VA 22046
52-1750168
50Hcll3l
$2,000 00
NIA
NIA
NIA
for aeneral or,eratlons
Commentary, Inc
561 7th Avenue
16th Floor
New York, NY 10016-1616
13-3610041
501(c)(3l
$5,000 00
NIA
NIA
NIA
11,.

Part II, Grants to Or.9.anlzatlons and Governments
In the U.S.
(b)
(c)
EIN
IRC
Section 1f
Applicable
Competitive Enterprise Institute

1899 L Street. NW
Floor 12
Washinaton, DC 20036-3804
52-1351785
501(c)(3l
Ethics & Public Polley Center

1730 M Street, NW
Suite 910
52-1162185

Suite 300
Washington, DC 20036-1609
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, f'MV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$5,000 00
NIA
NIA
NIA
for the matching grant

challenae
501(c)(3)
$5,000 00
NIA
NIA
NIA
52-1600481
501(c)(3)
$10,000 00
NIA
NIA
NIA
Intercollegiate Studies Institute

3901 Centerville Road
W1lminaton, DE 19807-1938
23-6050131
501(c)(3)
$10,000 00
NIA
NIA
NIA
for the 'What So Proudly We

Hail" Pro1ect
Galen Institute
PO Box 320010
54-1770524
5011cll3l
$20,000 00
NIA
NIA
NIA
tor aeneral operabons
ConSource, Inc (The Const1tut1onalSources

ProJect)
1700 K Street, NW
c/o Winston & Strawn
Washlnaton, DC 20006
20-2932856
501(c)(3l
$25,000 00
NIA
NIA
NIA
NFIB Small Business Legal Center

1201 F Street, NW
Suite 200
Washinaton, DC 20004
62-1570449
501(c)(3l
$350,000 00
NIA
NIA
NIA
for general ooerat,ons
Institute for Feith, Work, & Economics

8400 Westpark Dnve
Suite 100
McLean, VA 22102
45-2481867
501!c)C3l
$958,000 00
NIA
NIA
NIA
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
The James Partnership

9302-C Old Keene Mill Road
Burke, VA 22015
26-2521115
5011clC3l
$50,000 00
NIA
NIA
NIA
for aeneral ooerat,ons
Acton Institute
Grand Rao1ds, Ml 49503
38-2926822
5011clC3)
$5,000 00
NIA
NIA
NIA
for Aeneral ooerat1ons
Becket Fund for Religious Liberty

3000 K Street, NW
Suite 220
52-1858532
501(c)(3l
$5,000 00
NIA
NIA
NIA
American Friends of IEA

1201 LSI, NW
54-1899539
501(c)(3)
$10,000 00
NIA
NIA
NIA
Atlas Economic Research Foundallon

1201 L Street, NW
2nd Floor
Wash1naton, DC 20005
94-2763845
5011cll3l
Judicial Education Proiect

3007 P Street, NW
20-2466871
501(c)(3)
Discovery Institute
1511 Third Avenue, Suite 808
Seattle, WA 98101
91-1521697
Proiect Liberty. Inc

Alexandna, VA 22314-2903
27-3542181
$20,000 00
NIA
NIA
NIA
for Outreach/Discovery
Program (10k) & for Network
for a Free Soc1etv 110kl
$50,000 00
NIA
NIA
NIA
501Ccl(3l
$250,000 00
NIA
NIA
N/A
for aeneral ooerallons
5011cll3)
$100,000 00
NIA
N/A
NIA
for The Ph1ilnthrop1c

Entemnse oro1ect
'


(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(g)
(f)
Method of
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Committee for a Constructive Tomorrow

PO Box 427
Berrvv1lle, VA 22611
52-1462893
50Hcll3l

PO Box 427
Berryville, VA 22611
52-1462893
Freedom Foundation
PO Box 552
Olymo1a, WA 98507
$197,950 00
NIA
NIA
NIA
for the Environmental

Educational Fund
501(c)(3)
$1,000 00
NIA
NIA
NIA

Education Fund
94-3136961
501(c)(3)
$1,000 00
NIA
NIA
NIA
Grassroot Institute of Hawa11

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$1,000 00
NIA
NIA
NIA
for Liberty Coaht1on

Development
Yankee Institute
Suite 302
East Hartford. CT 06108
52-1358144
501(c)(3)
$15,000 00
NIA
NIA
NIA
for aeneral ooerabons
Free To Choose Network, Inc

2002 Filmore Avenue
Suite 1
Erie.PA 16506
52-1455677
501(c)(3)
$50,000 00
NIA
NIA
NIA
for Walter Williams' TV Show
Freedom Works Foundation

400 North Capitol Street, NW
Suite 765
52-1526916
501(c)(3l
$100,000 00
NIA
NIA
NIA
NIA
for the support of the Oregon

Capitol Watch Fdn (directed
by Jeff KrooO
State Pohcy Network

Suite 360
Arhnaton, VA 22209-3108
57-0952531
50Hcl(3)
$200,000 00
NIA
NIA
Donors
Trust, Inc.
52-2166327
and lndv1duals
in the U.S
Part II, Grants to Or_g_anlzatlons

and GovernmentsIn the U.S.
(a)
Name and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(e)
(d)
Amount
1f
of
Cash Grant
Amount
Non-Cash
Assistance
Applicable
Method
Valuation
of
(book, FMV,
appraisal,
(h)
(g)
(f)
of
Descnpt1on
Purpose
of
of
Non-Cash
Grant or
Assistance
Assistance
other)
Conservative Agenda Project

1025 Thomas Jefferson Street, NW
Suite 110 G
26-4029303
501(c)(3)
$50,000 00
NIA
NIA
NIA

PO Box427
52-1462893
501(cl(3)
$100,000 00
NIA
NIA
NIA

Education Fund
Center for Independent Employees

PO Box 2421
Spartanburg, SC 29304
2~005176
501(c)(3)
$10,000 00
NIA
NIA
NIA
National Center for Public Polley Research, Inc

501 Capitol Court, NE
Suite 200
52-1226614
501(cll3l
$35,000 00
NIA
NIA
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
50Hcl(3)
$50,000 00
NIA
NIA
NIA
for the 2012 Liberal Leaders

lnvest19at1veResearch
Pro1ect
Texas Public Polley Foundation

900 Congress Avenue
Suite 400
Austin, TX 78701
74-2524057
501lclC3l
$50,000 00
NIA
NIA
NIA
for Qeneraloperations
Jud1c1alEducation Project
3007 P Street, NW
WashinQton, DC 20007
20-2466871
501(c)(3)
$75,000 00
NIA
NIA
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$80,00000
NIA
NIA
NIA
for the 2012 Liberal Leaders

Market Research Proiect
Schedule
I (Form
990 or 990-EZ)
2012
Donors Trust Inc 52-2166327
10
Sch I, Grants to Organizations and lndv1duals 1nthe U S.

and Governments In the U.S.
(d)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
$95,000 00
NIA
NIA
NIA
501(c)(3)
$140,000 00
NIA
NIA
NIA
for i:ieneral operations
52-1462693
5011c)C3\
$399,960 00
NIA
NIA
NIA

Education Fund

PO Box 427
52-1462693
501(c)(3)
$495,000 00
NIA
NIA
NIA

Education Fund
Public Notice Research and Education Fund

1220 North Fillmore Street
Suite 300
Arlinaton, VA 22201-6501
27-3197766
501{c){3l
$150,000 00
NIA
NIA
NIA

1655 North Fort Myer Drive
Suite 360
57-0952531
501(c)(3)
$600 00
NIA
NIA
NIA
for general ooerallons
Nallonal Center for Public Polley Research, Inc

501 Capitol Court, NE
Suite 200
52-1226614
5011c\C3\
$2,000 00
NIA
NIA
NIA
NIA
for Gala 3oth Anniversary

Dinner for The New Cntenon
on Aonl 26, 2012
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Think Freely Media, Inc

13000 Lindbergh Boulevard
Suite 103, Box 152
Fort Myers, FL 33913
27-1110796
501(c)(3)

Suite 300
Weshinaton, DC 20036-1609
52-1600461

PO Box427
Foundation for Cultural Review

900 Broadway
Suite 602
New York, NY 10003
13-3106424
5011c\C3)
Amount of
Cash Grant
$15,000 00
NIA
NIA
(h)
Purpose of
Grant or
Assistance
11
Sch I, Grants to Organizations and lndv1duals in the US

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Americans for Prosperity Foundation

2111 Wilson Boulevard
Suite 350
Arlington, VA 22201-3097
52-1527294
5011cll3l
$25,000 00
NIA
NIA
N/A
for the Illinois Chaoter
Compet1t1veEnterprise Institute
1699 L Street, NW
Floor 12
Washrnqton, DC 20036-3604
52-1351765
501(c)(3)
$25,000 00
N/A
NIA
NIA

1730 M Street, NW
Suite 910
52-1162165
501(c)(3l
$50,000 00
NIA
NIA
N/A
for qeneral operations
N/A
for Proposal ID #442-V101,

performed under the direction
of Dr Willie Soon
Sm1thson1anlnst1tut1on
PO Box 37012, MRC 035
53-0206027
501Cc)(3l
$64,935 00
N/A
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
2~066296
5011cl!3)
$70,000 00
NIA
N/A
NIA
for l1t1gat1on
end/or legal
research pursuant to 2012
election coveraae
Hentage Foundation
214 Massachusetts Avenue, NE
23-7327730
501(c)(3)
$1,000 00
NIA
N/A
N/A
for the President's Club
Cato Institute
23-7432162
5011cl(3l
$5,000 00
NIA
NIA
N/A
ror aeneral ooerat1ons
Hentage Foundation
23-7327730
501(c)(3)
$5,000 00
NIA
NIA
NIA
12

(a)
Name and Address of
Organization or
Government
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Institute for Humane Studies

3351 Fairfax Drive
MSN 1C5
Arlington, VA 22201
94-1623852
501(c)(3)
Fourth Presbyterian School

10701 South Glen Road
Potomac, MD 20854
52-2065223
New York Un1vers1ty

726 Broadway
2nd Floor
New York, NY 10003
13-5562308
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$5,000 00
NIA
NIA
NIA
to purchase 125 copies of

Ladies for Liberty & James
Madison for seminars
501CclC3l
$10,000 00
NIA
NIA
NIA
for the fundra1sina camoa1gn
501(c)(3)
$15,000 00
NIA
NIA
NIA
to support the work of

Professor Mano Rizzo
Fund for Amencan Studies

1706 New Hampshire Avenue, NW
Suite 400
13-6223604
501(c)(3)
$16,600 00
NIA
NIA
NIA
for Nepalese student

scholarships & funding for
Professor Andrew P Momss
Becket Fund for Rel1glous Liberty

3000 K Street, NW
Suite 220
Washinqton, DC 20007
52-1858532
501{c)(3)
$75,000 00
NIA
NIA
NIA
for aeneral ooerations
Discovery Institute
1511 Third Avenue, Suite BOB
Seattle. WA 98101
91-1521697
501(c)(3)
$250,000 00
NIA
NIA
NIA

Suite 350
52-1527294
501Cc)(3l
$400,000 00
NIA
NIA
NIA
for general ooerations

PO Box 427
Ber,yv1Ue,VA 22611
52-1462893
501Ccl(3l
$100,000 00
NIA
NIA
NIA

Education Fund
13
Sch I, Grants to Organizations and lndv1dualsin the U S

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Chnst1anFoundationfor Children and Aging

PO Box 219114
Kansas C1tv,MO 64121-9114
43-1243999
501(c)(3)
Grassroot lnst,lute of Hawa11

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937

(d)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
$400 00
NIA
NIA
NIA
for sponsorshipof Adriane

Mamanta Rivera
501{c)(3)
$1,000 00
NIA
NIA
NIA
for Liberty Coalition

Develooment
52-1750188
5011cll3l
$1,250 00
NIA
NIA
NIA
ProJectLiberty, Inc
27-3542181
501(c\131
$12,500 00
NIA
NIA
NIA
for The Ph11inthrop1c

Enteronse oro,ect
Yankee Institute
BOOConnecticut Boulevard
Suite 302
East Hartford, CT 061OB
52-1358144
501{c)(3)
$15,000 00
NIA
NIA
NIA
IOI"aeneral ooerabons
Jud1c1alEducation ProJect
3007 P Street, NW
Wash1noton,DC 20007
20-2466671
5011cll3l
$50,000 00
NIA
NIA
NIA
Legacy Foundation
c/o The Secunly National Bank
601 Pierce Street, Trust Department
Sioux C1tv,IA 51101-1205
26-3653831
501{c)(3)
$900,000 00
NIA
NIA
NIA
Acton Institute
Grand Reo1ds,Ml 49503
38-2926822
5011cll3l
$2,700 00
NIA
NIA
NIA
for Acton Umvers,tv
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
14

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
1899 L Street, NW
Floor 12
52-1351785
501!cl!3l
$10,000 00
NIA
NIA
NIA
New York H1stoncal Society

170 Central Park West
New York, NY 10024
13-1624124
501!cl!3l
$10,000 00
NIA
NIA
NIA
tor the Chairman's Council

Donation
American Action Forum

1401 New York Avenue, NW
Suite 1200
WashmAton, DC 20005
27-0567765
501(c)(3)
$20,000 00
NIA
NIA
NIA
tor general operations

Suite 400
13-6223604
501(c)f3l
$20,000 00
NIA
NIA
NIA
Independent Women's Forum

18751 Street, NW
Suite 500
WashmAton, DC 20006
54-1670627
5011cll3)
$30,000 00
NIA
NIA
NIA
torthe 2011-2012
M1ch1ganState University
324-A South Kedzoe Hall
East Lans1na, Ml 48824
38-2015695
501(c)(3l
$30,000 00
NIA
NIA
NIA
academic
year JMC-Veritas PostDoctoral Fellowships
Students for Liberty

PO Box 17321
94-3435899
501Ccll3)
$35,000 00
NIA
NIA
NIA
for the V1s1b1htv

Camoa1an
NIA
for Post-Doctoral Fellowship

& support of Program for
Study of W Hentaae
Boston College
200 McGumn Hall, Boston College
140 Commonwealth Avenue
Chestnut Hill. MA 02467
04-2103545
501(c)(3)
$50,000 00
NIA
NIA
15
Sch I, Grants to Organizations and lndv1dualsin the US

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Trustees of Princeton Un1vers1ty

Bobst Hall
83 Prospect Avenue
Princeton, NJ 08540-5210
21-0634501
5011clC3l
Harvard University
Knafel Building - Harvard Un1vers1ty
1737 Cambridge Street
Cambndge, MA 02138
53-0199180

Burke, VA 22015
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
$50,000 00
NIA
NIA
NIA
for the James Madison

Program in Amencan Ideals
and lnst1tut1ons
5011cll3l
$300,000 00
NIA
NIA
NIA
for the Ayaan H1rs1-Ah

Fellowship
26-2521115
501{c)(3)
$50,000 00
NIA
NIA
NIA

PO Box 427
52-1462893
5011cll3l
$250,000 00
NIA
NIA
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(c)(3)
$500,000 00
NIA
NIA
NIA
Mercatus Center, GMU

George Mason University
3351 North Fairfax Dnve, 4th Floor
54-1436224
501(c)(3)
$1,000 00
NIA
NIA
NIA
for the 2012 Annual Fund (2 1

matchina challenael
American Enterprise Institute

1150 Seventeenth Street, NW
WashinAton, DC 20036
53-0218495
501(c)(3)
$5,000 00
NIA
NIA
NIA
for annual dinner
GMU Foundation
Department of Economics, Enterprise Hall
Fairfax. VA 22030
54-1603842
501(c)l3l
$5,000 00
NIA
NIA
NIA
40th Anniversary Gala
!I'
16

(a)
Name and Address of
Orgarnzalion or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Philanthropy Roundtable
1730 M Street, NW
Suite 601
Washmaton, DC 20036
13-2943020
501<cll3l
$5,000 00
NIA
NIA
NIA

27-3542181
501<clC3l
$8,231 63
NIA
NIA
NIA
for The Ph1hnthrop1c

Enternnse oro1ect
Landmark Legal Foundation

19415 Deerfield Avenue
Suite 312
Leesbura, VA 20176
51-0203802
50HclC3)
$10,000 00
NIA
NIA
NIA
for the allegabon of

misconduct by Wisconsin
Juda es
Med1e Research Center

1900 Campus Commons Dnve
Suite 600
Reston, VA 20191
54-1429009
501(c)(3l
$10,000 00
NIA
NIA
NIA
in response to the Tell the

Truth event lchallenae arantl
Headspnng Group, Inc

PO Box 19366
Kalamazoo, Ml 49019
27-0904516
501/c)l3>
$20,000 00
NIA
NIA
NIA
M1ch1ganState Un1vers1ty
324-A South Kedzie Hall
East Lansma, Ml 48824
38-2015695
50Hcll3l
$20,000 00
NIA
NIA
NIA
for the 2012-2013 academic

year JMC-Ventas PostDoctoral Fellowshms
Catholic Assoc1at1onFoundation
3007 P Street, NW
Wash1noton, DC 20007
20-2387967
501(c)(3l
$50,000 00
NIA
NIA
NIA
Jud1clal Education Proiect

3007 P Street, NW
Washmaton, DC 20007
20-2466871
50HclC3)
$50,000 00
NIA
NIA
NIA
17
Sch I, Grants to Organizations and lndv1duals 1nthe U.S

(a)
Name and Address of
Organization or
Government
University of Notre Dame

110 Grace Hall
Tocqueville Center, University of Notre Dame
Notre Dame, IN 46556
Un1vers1tyof Texas - Austin

1 University Station C4100
Austin, TX 78712
(b)
EIN
35-0868188
74-6000203
(c)
IRC
Section 1f
Applicable
501Ccll3l
501Ccll3l
(d)
Amount of
Cash Grant
$50,000 00
$50,000 00
(e)
Amount of
Non-Cash
Assistance
NIA
NIA
(f)
Method of
appraisal,
other)
NIA
NIA
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
NIA

& support at The T ocquev1lle
Center
NIA

& related support at Thomas
Jefferson Center
University of V1rg1niaFoundation
Dept of Poht1cs, University of V1rgin1a
232 Cabell Hall, PO Box 400787
Charlottesville, VA 22904-4787
54-1682176
501{c){3)
$50,000 00
NIA
NIA
NIA

& Program for
Cons!ltut1onahsm &
Democracv
Human Rights Foundation

350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501{c){3)
$10,000 00
NIA
NIA
NIA
for the C1v1cLiteracy Proiect

1201 F Street, NW
Suite 200
WashlnQton, DC 20004
62-1570449
5011cll3)
$150,000 00
NIA
NIA
NIA
Jud1c1alWatch
425 Third Street, SW
Suite 800
Washinaton. DC 20024
52-1885088
501{c){3)
$5,000 00
NIA
NIA
NIA
George W Bush Pres1dent1al Center

PO Box 600610
Dallas, TX 75360
20-4119317
501(c)(3l
$10,000 00
NIA
NIA
NIA
for neneral ooerat1ons
Manhattan Institute for Polley Research

52 Vanderbilt Avenue
New York, NY 10017
13-2912529
501{c){3)
$10.000 00
NIA
NIA
NIA
for the annual Hamilton

Dinner {May 21)
18
Part II, Grants to Or.B_anlzatlons

(b)
(c)
(d)
(e)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
CommonwealthFoundationfor Public Polley

Altemat1ve
225 State Street
Suite 302
Hamsbura. PA 17101
23-2473845
501(c)(3l
$25,000 00
NIA
NIA
NIA
Proiect Ventas
Number 145
27-2894856
501Ccl(3)
$49,500 00
NIA
NIA
NIA
ConservativeAgenda ProJect
Suite 110 G
26-4029303
501Cc)(3)
$34,000 00
NIA
NIA
NIA
Grassroat Institute of Hawa11

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$1,000 00
NIA
NIA
NIA

Development
Grassroot Institute of Hawaii

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501/c)/3)
$5,000 00
NIA
NIA
NIA
for aeneral operabons
Yankee Institute
BOOConnecticut Boulevard
Suite 302
East Hartford, CT 06108
52-1358144
501(c)(3)
$15,000 00
NIA
NIA
NIA
Jerusalem Institute for Market Studies

9728 South Crescent View Dnve
Bovnton Beach, FL 33437
20-0105601
501(c)(3)
$55,000 00
NIA
NIA
NIA
Witherspoon Institute
16 Stockton Street
Princeton, NJ 08540
55--0835528
501Ccl13l
$125,000 00
NIA
NIA
NIA
for Jennifer Bryson's work on

Islam and C1v1ISoc1etv
(a)
Name and Address of
Organization or
Government
(h)
Purpose of
Grant or
Assistance
Donors Trust Inc. 52-2166327
19

(a)
Name and Address of
Organization or
Government
(f)
(b)
EIN
(c)
IRC
Section 1f
Applicable

400 North Capitol Street. NW
Suite 765
52-1526916
501(c)(3l
$200,000 00
NIA
NIA
NIA
Hillsdale College
33 East College Street
Hillsdale, Ml 49242
36-1374230
501Ccl(3l
$500 00
NIA
NIA
NIA
Media Research Center

1900 Campus Commons Drive
Suite 600
Reston, VA 20191
54-1429009
501(c)(3)
$500 00
NIA
NIA
NIA

53-0216495
501(c)(3)
$5,000 00
NIA
NIA
NIA
for general ooeratJons
American Spectator Foundation

1611 North Kent Street
Suite 901
Arllnaton, VA 22209-2111
23-7002632
501(cl(3l
$5,000 00
NIA
NIA
NIA

900 Broadway
Suite 602
New York, NY 10003
13-3106424
501Cc)(3)
$5,000 00
NIA
NIA
NIA
Hudson Institute
6th Floor
13-1945157
501(cl(3l
$5,000 00
NIA
NIA
NIA
for the support of Martin

Wooster
NIA
for the support of Bmyamm L

Jolkovsky, Ed1tor-1n-Ch1efof
JWR
Keren Yehoshua v'Ylsroel Foundation

125 Carey Street
Lakewood, NJ 06701
22-3209160
501(c)(3l
(d)
Amount of
Cash Grant
$10,000 00
(e)
Amount of
Non-Cash
Assistance
NIA
Method of
appraisal,
other)
NIA
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
20
Part II, Grants to Or.9.anlzatlons

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

1730 M Street, NW
Suite 910
52-1162185
501(clC3l
$15,000 00
NIA
NIA
NIA
for support of Jim Bowman

($10k) and for support of the
film senes 1$5kl

53-0218495
501(cll3l
$25,000 00
NIA
NIA
NIA
Federalist Society
Suite 425
36-3235550
501(c)(3)
$25,000 00
NIA
NIA
NIA
MariJuana Polley Proiect Foundation

PO Box 77492
52-1975211
5011c){3)
$30,000 00
NIA
NIA
NIA
American MaJority
PO Box 87
Purcellv1lle, VA 20134
26-1501154
501(c)(3)
$50,000 00
NIA
NIA
NIA
Foundation for Economic Education

30 South Broadway
lrvinaton-on-Hudson, NY 10533-2529
1~006960
501(c)(3)
$50,000 00
NIA
NIA
NIA

18751 Street, NW
Suite 500
54-1670627
501(c){3)
$100,000 00
NIA
NIA
NIA
1899 L Street, NW
Floor 12
52-1351785
501(c)(3)
$150,000 00
NIA
NIA
NIA
1: .
21

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable

2002 Filmore Avenue
Suite 1
Erie.PA 16506
52-1455677
501Ccll3l

3351 Fairfax Dnve
MSN 1C5
Arl1naton, VA 22201
94-1623852
International Foundation for Research in

Expenmental Economics
2122 East Camino El Ganado
Tucson, AZ. 85718
(d)
Amount of
Cash Grant
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
$150,000 00
NIA
NIA
NIA
for aeneral ooerahons
501(c)(3)
$150,000 00
NIA
NIA
NIA
86-0879713
501(c)(3)
$5,000 00
NIA
NIA
NIA
National Center for Public Policy Research, Inc

501 Capitol Court. NE
Suite 200
Wash1naton. DC 20002
52-1226614
501(c)(3)
$5,000 00
NIA
NIA
NIA
for suooort of Jeff Stie~s work
Atlas Economic Research Foundation

1201 L Street. NW
2nd Floor
94-2763845
50Hcll3l
$6,000 00
NIA
NIA
NIA
for Econ Journal Watch
Imagine Science Films

593 10th Street
Suite 3L
Brooklvn, NY 11215-4401
80-0215101
501(c)(3)
$7,000 00
NIA
NIA
NIA
lnslllute for Justice

Suite 900
52-1744337
501(cl(3l
$7,000 00
NIA
NIA
NIA
far aeneral ooerations
NIA
for support of Professor Dave

Sands' bioprec1pitation
research
Montana State University Foundation

PO Box 172750
Bozeman. MT 59717-2750
81-6001649
501Ccll3l
$7,000 00
NIA
NIA
-----
- -
- -
------
--
------
22

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Prometheus Institute
18400 Von Karman Avenue
Suite 610
Irvine, CA 92612
20-3558542
501(c)(3)
$7,000 00
NIA
NIA
NIA
National Council for Adoption

225 North Washington Street
75-1721671
501(c)(3)
$7,500 00
NIA
NIA
NIA
Skeptics Society
2761 North Marengo Avenue
Pasadena, CA 91001
95-4550781
501Cc)C3)
$8,000 00
NIA
NIA
NIA
for Skept1c1smin the

Classroom
East Harlem Churches & Community Urban

Center
325 East 101st Street
New York, NY 10029
13-2765924
501(c)(3)
$10,000 00
NIA
NIA
NIA
to support the Booker T

Washinaton Learnina Center

PO Box 17321
Mington, VA 22216-7321
94-3435899
501(c)(3)
$10,000 00
NIA
NIA
NIA
Museum of Mathematics
134 West 26th Street
Suite 4S
New York, NY 10001-6803
27-1450809
501(c)(3)
$15,000 00
NIA
NIA
NIA
Project Ventas
Number 145
27-2894856
501(c)(3)
$20,000 00
NIA
NIA
NIA
Goldwater Institute
500 East Coronado Road
Phoenix. AZ 85004
86--0597661
501(c)(3l
$25,000 00
NIA
NIA
NIA
for c:ieneraloperations
23
Sch I, Grants to Organizations and lndv1dualsin the U S.
Part II, Grantsto Organizationsand GovernmentsIn the U.S.

(b)
EIN
(c)
IRC
Section 1f
Applicable
Howard Center
934 North Main Street
Rockford, IL 61103
54-1766267
501(c)(3)
Families Against Mandatory Minimums

Foundation
1100 H Street, NW
Suite 1000
Washinqton. DC 20005
52-1750246
Metanexus Institute
326 6th Avenue
Suite 145
New York, NY 19103-1000
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
$25,000 00
NIA
NIA
NIA
for WCF-Madnd sponsorship

funding
501(c)(3)
$30,000 00
NIA
NIA
NIA
23-2977021
501(c)(3)
$45,000 00
NIA
NIA
NIA
3007 P Street. NW
20-2466671
501(c)(3l
$50,000 00
NIA
NIA
NIA
for 11eneraloperations
Reason Foundation
5737 Mesmer Avenue
Los Anqeles, CA 90230-6316
95-3296239
501(c){3)
$100,000 00
NIA
NIA
NIA
15 West South Temple, Suite 200
Salt Lake C1tv, UT 64101
67-0531727
501(c)(3l
$100,000 00
NIA
NIA
NIA
Federalist Society
Suite 425
36-3235550
501!cl(3l
$260,000 00
NIA
NIA
NIA

Suite 350
Minaton, VA 22201-3097
52-1527294
501(c)(3l
$100,000 00
NIA
NIA
NIA
(a)
Name and Address of
Organ1za!lonor
Government
(d)
Amount of
Cash Grant
24

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
.
3351 North Fairfax Drive, 4th Floor
54-1436224
5011clC3l
$1, 150,000 00
NIA
NIA
NIA

3351 North Fairfax Dnve. 4th Floor
54-1436224
5011clC3)
$6,000 00
NIA
NIA
NIA
National Dance Institute

Center for Learning & the Arts
New York, NY 10039
13-2890779
501(c){3)
$10,000 00
NIA
NIA
NIA
Students for Life of Amenca

9255 Center Street
Suite 300
Manassas. VA 20110
52-1576352
501(c}{3)
$20,000 00
NIA
NIA
NIA
Energy & Environment Legal Institute

Suite 186
26-4239065
5011cll3l
$60,000 00
NIA
NIA
NIA
to support Chns Horne~s

research
Wyoming Liberty Group

1902 Thomes Avenue
Suite 201
Chevenne, WY 82001-3549
26-2828115
501(c}(3)
$150,000 00
NIA
NIA
NIA
for general ocerat1ons
Johns Hopkins University

600 N Wolfe Street - Dept of Neurosurgery Meyer Bldg, Room 7-113
Baltimore, MD 21287
52-0595110
5011cll3l
$2,500 00
NIA
NIA
NIA
for The Wilmer Eye Institute

(Susan B Bressler, M D )

350 Fifth Avenue
Su1te4515
New York, NY 10118
20-2669700
501(c)(3)
$50,000 00
NIA
NIA
NIA
for the C1v1cL1teracv Pro1ect
:
25
(h)
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Becket Fund for Rehg1ous Liberty

3000 K Street, NW
Suite 220
52-1858532
501Ccll3l
$75,000 00
NIA
NIA
NIA
Acton Institute
Grand Rao1ds. Ml 49503
38-2926822
501Ccll3\
$105,000 00
NIA
NIA
NIA
for the C1v1cL1teracv Pro1ect

Suite 900
52-1744337
501(c)(3)
$100 00
NIA
NIA
NIA

30 South Broadway
13-6006960
501(cll3l
$250 00
NIA
NIA
NIA

400 North Capitol Street, NW
Suite 765
52-1526916
5011cll3l
$1,000 00
NIA
NIA
NIA

1706 New Hampshire Avenue. NW
Suite 400
13-6223604
501(c)(3)
$1,000 00
NIA
NIA
NIA

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501Ccll3\
$1,000 00
NIA
NIA
NIA
for Liberty Coaht1on

Develooment

3351 Fairfax Drive
MSN 1C5
Arhnaton, VA 22201
94-1623852
501(c)(3l
$1,000 00
NIA
NIA
NIA
for the Cao1tal Camoa1an
(a)
Name and Address of
Organization or
Government
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
26

(a)
Name and Address of
Organization or
Government
Acton Institute
Grand Rec1ds,Ml 49503
(b)
EIN
36-2926622
(c)
IRC
Section 1f
Applicable
50Hcll3l
(d)
Amount of
Cash Grant
$2,500 00
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Descnpt1on of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
NIA
NIA
NIA
for the lnsbtute's Capital

Cemoa1an
Acton Institute
Grand Rac1ds,Ml 49503
36-2926622
50Hcll3l
$5,000 00
NIA
NIA
NIA
to support Acton's
m the JIMS
part1c1pat1on
conferencem Israel
Acton Institute
Grand Rac1ds,Ml 49503
36-2926622
501(cll3\
$6,000 00
NIA
NIA
NIA
for Acton Un1vers1ty

Scholarsh1cs
Doc Emet Productions,Inc

PO Box 339
Lexlnaton, MA 02420
26-2206163
501(cll3l
$10,000 00
NIA
NIA
NIA
for aeneral ocerat1ons
Clere Boothe Luce Polley Institute

112 Elden Street
Suite P
Herndon,VA 20170
54-1672136
501/c\13\
$15,000 00
NIA
NIA
NIA
Yankee Institute
Suite 302
East Hertford, CT 06106
52-1356144
501(c)(3l
$15,000 00
NIA
NIA
NIA
Cato Institute
1000 MassachusettsAvenue, NW
23-7432162
50Hcll3\
$25,000 00
NIA
NIA
NIA
Jud1c1elEducation Proiect
3007 P Street. NW
Weshmaton, DC 20007
20-2466671
501(c)(3l
$30,000 00
NIA
NIA
NIA
,)
'
27
Sch I, Grants to Organizations and lndv1duals in the U S.

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Catholic Assoc1at1on
Foundation
3007 P Street. NW
20-2387967
501CclC3l
$45,000 00
NIA
NIA
NIA
MarlJuanaPolicy Proiect Foundation

PO Box 77492
Wash1naton,DC 20013
52-1975211
50Hcl(3l
$50,000 00
NIA
NIA
NIA
for the Colorado Pro1ect
Enterprise Institute
Compet1t1ve
1899 L Street, NW
Floor 12
52-1351785
501(cl(3l
$300,000 00
NIA
NIA
NIA
Cato Institute
23-7432162
501(c)(3)
$2,800 00
NIA
NIA
NIA
for the 2012 annual dinner
Heartland Institute
One South Wacker Drive
Suite 2740
Ch1caao,IL 60606
36-3309812
501(cl(3l
$100,000 00
NIA
NIA
NIA
for the Seventh lntemabonal

Conferenceon Climate
Chanae
Public Notice Research and Education Fund

Suite 300
Arl1naton,VA 22201-6501
27-3197768
501(c)(3)
$675,000 00
NIA
NIA
NIA

Suite 900
Arlmaton, VA 22203-1854
52-1744337
501CclC3l
$2,000 00
NIA
NIA
NIA
State Policy Network

Suite 360
57-0952531
501(c)(3l
$2,000 00
NIA
NIA
NIA
28
Sch I, Grants to Organizationsand lndv1dualsin the U S

(a)
Name and Address of

Organizationor
Government
(b)
EIN
(c)
IRC
Seclion 1f
Applicable
(d)
Amount of
Cash Grant
(g)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descriptionof
Non-Cash
Assistance
(e)
(h)
Purpose of
Grant or
Assistance
3007 P Street, NW
WashonAton, DC 20007
20-2387967
50Hcl(3)
$3,000 00
NIA
NIA
NIA

1201 L Street, NW
2nd Floor
94-2763645
50Hcll3)
$4,200 00
NIA
NIA
NIA
Cato Institute
23-7432162
501(c)(3l
$5,000 00
NIA
NIA
NIA
American Majority
PO Box 87
Purcellville, VA 20134
26-1501154
501(c)(3l
$7,000 00
NIA
NIA
NIA
Russell Kirk Center for Cultural Renewal

PO Box4
Mecosta, Ml 49332
38-3443798
5011c){3)
$7,500 00
NIA
NIA
NIA
to support writing & puhcat1on

of a volume of The Letters of
Russell Kirk
Project Liberty, Inc

27-3542181
501(c)(3)
$40,000 00
NIA
NIA
NIA
1851 Center for Const1tut1onalLaw

208 East State Street
Columbus, OH 43215
27-1636436
50Hcll3)
$50,000 00
NIA
NIA
NIA
ConSource, Inc (The Const1tut1onalSources

Project)
1700 K Street, NW
c/o Winston & Strawn
20-2932856
501(c)(3l
$50,000 00
NIA
NIA
NIA
29
Sch I, Grants to Organizations and fndv1duafsin the US.

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable

Foundation, Inc
8001 Braddock Road
Sonnafield, VA 22160-0002
59-1588825
501(c)(3)

Suite 900
52-1744337

Suite 600
Reston, VA 20191
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
$100,000 00
NIA
NIA
NIA
for aeneral acerat1ons
501(c)(3)
$500 00
NIA
NIA
NIA
54-1429009
5011cll3l
$500 00
NIA
NIA
NIA
for Tell The Truth - 2012
Cato Institute
23-7432162
50Hcll3)
$1,000 00
NIA
NIA
NIA
llhno1s Policy Institute

Suite 1630
Ch1caao, IL 60603
41-2057028
501(c)(3l
$1,000 00
NIA
NIA
NIA
3007 P Street, NW
Washmaton, DC 20007
20-2387967
5011cl(3l
$15,000 00
NIA
NIA
NIA
Reason Foundation
5737 Mesmer Avenue
95-3298239
50Hcll3)
$25,000 00
NIA
NIA
NIA
NIA
fellowship to research book

on counterterronsm, rule of
law & sovere1antv
New Amenca Foundation

1899 L Street, NW
Suite 400
Washmaton, DC 20036
52-2096845
501(cl(3l
(d)
Amount of
Cash Grant
$60,000 00
NIA
NIA
(h)
Purpose of
Grant or
Assistance
!i:
30
Part II, Grantsto Or.9.anlzatlons

(a)
Name and Address of
Organ1zation or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
(f)
(g)
Amount of
Non-Cash
Assistance
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
University of Arizona Foundation

PO Box 210027
Tucson, AZ. 85721-0027
86-6050388
501(c)(3)
$76,000 00
NIA
NIA
NIA
for the Center of the

Ph1losoohv of Freedom
Energy & Environment Legal Institute

Suite 186
WashmQton, DC 20006-1811
26-4239065
501(c)(3)
$125,000 00
NIA
NIA
NIA

Suite 350
52-1527294
501Cc)(3)
$150,000 00
NIA
NIA
NIA
Troy Un1vers1tyFoundation
211 Wnght Hall
Troy, AL 36082
63-6067755
501Ccl(3l
$20,000 00
NIA
NIA
NIA
for the Manuel H Johnson

Center for Pollt1cal Economy
(new faculty member)
Conservative Agenda ProJect

Suite 110 G
WashonQton,DC 20007
26-4029303
501(c)(3)
$35,000 00
NIA
NIA
NIA

PO Box427
52-1462893
501CclC3l
$20,000 00
NIA
NIA
NIA

Education Fund

1655 North Fort Myer Drove
Suite 360
57-0952531
501(c)(3)
$1,200 00
NIA
NIA
NIA

1655 North Fort Myer Drove
Suite 360
Ar11m:iton,VA 22209-3108
57-0952531
501(c)(3)
$5,000 00
NIA
NIA
NIA
"
31

(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Descnpt1on of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$50,000 00
NIA
NIA
NIA
501(c)(3)
$100,000 00
NIA
NIA
NIA
52-1351785
5011clf3)
$2,500 00
NIA
NIA
NIA
for the 2012 annual dinner

Burke, VA 22015
26-2521115
5011cll3)
$25,000 00
NIA
NIA
NIA

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$1,000 00
NIA
NIA
NIA

Development

52-1750188
501(c)(3)
$1,500 00
NIA
NIA
NIA
Shenandoah University
1460 Un1vers1tyDrive
Winchester, VA 22601-5100
54-0525605
501(c)(3)
$15,000 00
NIA
NIA
NIA
for the Haiti Pro1ect

18751 Street, NW
Suite 500
54-1670627
501(c)(3l
$30,000 00
NIA
NIA
NIA
for !leneral operations
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Frontiers of Freedom Institute, Inc

4094 Ma1est1cLane
Suite 380
Fairfax, VA 22033
54-1773197
501(c)(3)

Suite 360
Ar1ington, VA 22209-3108
57-0952531

1899 L Street, NW
Floor 12
(d)
Amount of
Cash Grant
,
32
Part II, Grants to Org_anlzatlons

and Governmentsin the U.S.
(a)
(b)
Name and Address of

Organization or
Government
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Langley School
1411 Balls Hill Road
McLean, VA 22101
54-0673568
501Ccl(3l
$30,000 00
NIA
NIA
NIA
for oeneral ooerattons
Foreign Polley ln1t1at1ve

11 Dupont Circle, NW
Suite 325
26-4392915
501Ccl(3l
$100,000 00
NIA
NIA
NIA
Institute for lhe Study of War Inc.

Suite 515
26-0273675
501(c)(3l
$100,000 00
NIA
NIA
NIA
Think Freely Media, Inc

13000 Lindbergh Boulevard
Suite 103, Box 152
Fort Mvers, FL 33913
27-1110796
501Ccl(3l
$100,000 00
NIA
NIA
NIA
Federalist Society
Suite 425
Washinaton. DC 20036-5221
36-3235550
5011c)(3l
$330,000 00
NIA
NIA
NIA
East Harlem Churches & Community Urban

Center
New York, NY 10029
13-2765924
501(c)C3l
$3,000 00
NIA
NIA
NIA
to support the Booker T

Washinaton Leamino Center
Hentage Foundation
23-7327730
501(c)(3)
$300 00
NIA
NIA
NIA

George Mason Un1vers1ty
Minaton, VA 22201-4433
54-1436224
501(c)C3l
$300 00
NIA
NIA
NIA
..
33
(a)
(b)
Name and Address of

Organization or
Government
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

2002 Filmore Avenue
Suite 1
Erie, PA 16506
52-1455677
501(c)(3)
$3,500 00
NIA
NIA
NIA
for the Don Boudreaux book

proiect
National Legal & Policy Center

52-1750188
501(c)(3)
$4,000 00
NIA
NIA
NIA

3351 Fairfax Drive
MSN 1C5
Arlinaton, VA 22201
94-1623852
501(c)(3l
$5,000 00
NIA
NIA
NIA

1150 Seventeenth Street. NW
53-0218495
501CclC3)
$7,500 00
NIA
NIA
NIA
in support of Sally Satel's

work
Lake Forest College

555 North Shendan Road
Lake Forest, IL 60045
36-2167770
5011cll3)
$7,500 00
NIA
NIA
NIA
Wakefield School
PO Box 107
The Plains, VA 20198
54-1096344
501{c)(3)
$7,500 00
NIA
NIA
NIA
American MaJonty
PO Box 87
26-1501154
5011clC3l
$10,000 00
NIA
NIA
NIA

1201 F Street, NW
Suite 200
62-1570449
501{c)(3l
$30,000 00
NIA
NIA
NIA
for i:ieneral ocerations
34
1:
(
'I
II
Sch I, Grants to Organizations and lndv1duals in the U S.

Part II, Grants to Or_g_anlzatlons and Governments
In the U.S.
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$50,000 00
NIA
NIA
NIA
501(c)(3)
$240,000 00
NIA
NIA
NIA
tor general ooera!lons
84-0990300
501(c)(3)
$150,000 00
NIA
NIA
NIA
Acton Institute
98 Eest Fulton Street
38-2926822
501Ccl(3l
$1,000 00
NIA
NIA
NIA

1201 L Street, NW
2nd Floor
94-2763845
501(c)(31
$1,000 00
NIA
NIA
NIA
Bill of Rights Institute

Suite 200
Arilnoton. VA 22203
48-0891418
501(cl(3l
$1,000 00
NIA
NIA
NIA
Heritage Foundation
Wash1noton. DC 20002-4999
23-7327730
501(cl(3\
$1,000 00
NIA
NIA
NIA
Hillsdale College
Hillsdale. Ml 49242
38-1374230
501(c)(3)
$1,000 00
NIA
NIA
NIA
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant

1730 M Street, NW
Suite 910
52-1162185
501(c)(3)
Compe!ll1ve Enterprise Institute

1899 L Street, NW
Floor 12
Wash1noton, DC 20036-3804
52-1351785
Independence lnslltute
Denver, CO 80203
(a)
Name and Address of
Organization or
Government
,
35
Sch I, Grants to Organizations and lndviduals 1nthe U S.

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable

3351 Fairfax Drive
MSN 1C5
Ar1inoton, VA 22201
94-1623852
5011cll3l
1730 M Street, NW
Suite 601
13-2943020
501(c)(3)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Descnpt1onof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$1,000 00
NIA
NIA
NIA
$1,000 00
NIA
NIA
NIA
for oeneral operabons
(d)
Amount of
Cash Grant
Texas Public Policy Foundation

900 Congress Avenue
Suite 400
Austin, TX 78701
74-2524057
501(c)(3)
$11,000 00
NIA
NIA
NIA
for the Building Campaign

($1k) & for education &
general operations ($1 Ok)
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501Ccll3l
$84,000 00
NIA
NIA
NIA
for the Citizen Watchdog

Pro11ram1nNorth Carolina
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(cl/3l
$1,000,000 00
NIA
NIA
NIA

Suite 350
52-1527294
501/cll3l
$17,000 00
NIA
NIA
NIA

Suite 350
ArlinAtOn, VA 22201-3097
52-1527294
501(clC3l
$20,000 00
NIA
NIA
NIA
National Organization for Marriage Education

Fund
2029 K Street, NW
Suite 300
20-7472471
501(c)(3l
$50.000 00
NIA
NIA
NIA
36

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

54-1436224
501(c)(3)
$2,300,000 00
NIA
NIA
NIA
National Center for Polley Analysis

12770 Coit Road
Suite 800
Dallas, TX 75251-1339
75-1804932
501(c)(3)
$2,500 00
NIA
NIA
NIA

Suite 350
52-1527294
501(c)(3)
$125,000 00
NIA
NIA
NIA
Grassroot Institute of Hawau

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
50Hcll3l
$1,000 00
NIA
NIA
NIA
for Liberty Coahtlon

Develooment
Federahst Society
Suite 425
36-3235550
501(c)(3)
$175,000 00
NIA
NIA
NIA
Independent Institute
100SwanWay
Oakland, CA 94621-1428
94-3008370
501(c)(3)
$4,000 00
NIA
NIA
NIA
Appropnate Infrastructure Development Group

PO Box 104
Weston, MA 02493-0005
68-0589005
501(c)l3l
$5,000 00
NIA
NIA
NIA
tor Qeneral operations
Metanexus Institute
328 8th Avenue
Suite 145
New York, NY 19103-1000
23-2977021
501(c)(3)
$5,000 00
NIA
NIA
NIA
37
Sch I, Grants to Organizations and lndv1dualsin the US
Part II, Grants to Or_g_anizatlons

(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
$6,000 00
NIA
NIA
NIA
for the Bellevue L1terarv Press
501(c)(3)
$7,000 00
NIA
NIA
NIA
for aeneral operabons
94-1623852
501(c)(3)
$11,000 00
NIA
NIA
NIA
HopeMob
18842 Teller Avenue
Irvine, CA 92612-1615
27-3204358
501(c)(3l
$25,000 00
NIA
NIA
NIA
3007 P Street, NW
Washmaton, DC 20007
20-2466871
5011cll3l
$45,000 00
NIA
NIA
NIA

Burke, VA 22015
26-2521115
501(c)(3l
$50,000 00
NIA
NIA
NIA

Suite 110 G
Washmaton, DC 20007
26-4029303
501(c)(3l
$42,000 00
NIA
NIA
NIA
for aeneral ooeratlons
Cause of Action
1919 Pennsylvania Avenue NW
Suite 650
Washmqton, DC 20006
45-2805977
5011cll3)
$300,000 00
NIA
NIA
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
New York University

726 Broadway
2nd Floor
New York. NY 10003
13-5562308
5011cl(3l
1730 M Street, NW
Suite 601
Washmaton, DC 20036
13-2943020

3351 Fairfax Dnve
MSN1C5
Arlington, VA 22201
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
I
Donors
Trust, Inc
52-2166327
I';
38
and lndv1duals
1n the
US
Part II, Gran~ to Organizations and Governments In the U.S.

(a)
Name and Address
Organrzat1on
of
(b)
(c)
(d)
EIN
IRC
Amount
or
Section
Government
1f
(e)
of
Amount
(f)
of
Non-Cash
Cash Grant
Assistance
Applicable
Method
Valuation
(book, FMV,
appraisal,
(h)
(g)
of
Descnpllon
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
National Organization for Marriage Education

Fund
2029 K Street, NW
Suite 300
20-7472471
501(c)(3l
$500 00
NIA
NIA
NIA
for the Ruth lnsbtute
Jud1c1alEducation Project
3007 P Street, NW
20-2466871
501(c)(3)
$15,000 00
NIA
NIA
NIA
Institute for Energy Research

1100 H Street, NW
Suite 400
76-0149778
501(c)C3l
$30,000 00
NIA
NIA
NIA
Pubhc Notice Research and Education Fund

Suite 300
ArllnQton,VA 22201-6501
27-3197768
501(c)(3)
$1,050,000 00
NIA
NIA
NIA
for Qeneraloperations
State Pot1cyNetwork
Suite 360
M1naton, VA 22209-3108
57--0952531
501(c)(3)
$200 00
NIA
NIA
NIA

Suite 900
52-1744337
501Cc)(3l
$300 00
NIA
NIA
NIA
llhno1sPolley Institute
Suite 1630
Ch1caao.IL 60603
41-2057028
501lclf3)
$500 00
NIA
NIA
NIA

3351 Fairfax Drive
MSN1C5
Arlington, VA 22201
94-1623852
501(c)(3)
$1,000 00
NIA
NIA
NIA
Schedule
2012
I',,
39

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
(f)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
50Hcll3l
$3,000 00
NIA
NIA
NIA
for the Venezuela Book

Pro1ect
Moving Picture Institute

375 Greenwich Street
New York, NY 10013
20-3237801
501(c)(3)
$5,000 00
NIA
NIA
NIA
for aeneral oceratlons

900 Broadway
Suite 602
New York, NY 10003
13-3108424
501(c)(3l
$10,000 00
NIA
NIA
NIA
for conferences, seminars,

articles, & lectures for The
NewCntenon
Yankee Institute
Suite 302
52-1358144
50Hcll3l
$15,000 00
NIA
NIA
NIA
Center for Excellence in Higher Education

8520 Allison Pointe Boulevard
Suite 220
lnd1anaoohs, IN 46250
20-8091013
501!cll3l
$59,400 00
NIA
NIA
NIA
Northwestern Un1vers1ty
619 Clark Street
Evanston, IL 60201
36-2167817
501CclC3l
$100,000 00
NIA
NIA
NIA
for a Searle Economics

fellowsh10
Texas A&M
400 Harvey Mitchell Pky S Ste 300
Colleoe Station, TX 77845
501(c)(3l
$100,000 00
NIA
NIA
NIA
for a Searle Economics

fellowsh1c

Enterprise Hell FL 3 MSN 3g4
Fairfax VA 22030
50HclC3l
$107,500 00
NIA
NIA
NIA
for e Searle Economics

fellowshm
40
Sch I, Grants to Organizations and lndv1duals in the U.S

(a)
Name and Address of
Orgarnzat1onor
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Chnst1an Foundation for Children and Aging

PO Box 219114
Kansas C1tv, MO 64121-9114
43-1243999
501(c)(3)
$400 00
NIA
NIA
NIA
for sponsorship of Castnllon

($360), Chnstmas Fund
($20)& Bdav Fund ($20)

Suite 200
Arlington, VA 22203
48-0891418
501(c)(3l
$1,000 00
NIA
NIA
NIA

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)
$1,000 00
NIA
NIA
NIA
for Liberty Coallt1on

Development

Suite 600
Reston, VA 20191
54-1429009
501(c)(3)
$1,000 00
NIA
NIA
NIA

107 Perl< Washington Court
52-1750188
501/c)/3)
$1,000 00
NIA
NIA
NIA
for Qeneral ooerabons
Pacific Research Institute for Publlc Polley

One Embarcadero Center
Suite 350
San Francisco, CA 94111
94-2528433
501(c)(3)
$1,000 00
NIA
NIA
NIA
Acton Institute
38-2926822
5011cll3)
$2,500 00
NIA
NIA
NIA
for aeneral aoerat1ons
Compet1t1veEnterpnse Institute
1899 L Street, NW
Floor 12
52-1351785
501(c)(3)
$2,500 00
NIA
NIA
NIA
for !'leneral ooerat1ons
I
41

(a)
Name and Address of
Organization or
Government

W,lminaton, DE 19807-1938
(b)
EIN
(c)
IRC
Section 1f
Applicable
23-6050131
501(c)(3)
(d)
Amount of
Cash Grant
$2,500 00
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
NIA
N/A
NIA
for the Annual Dinner

(October 18, 2012)

350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
50Hcll3l
$5,000 00
NIA
NIA
NIA
for cooperating wl c1v1Isociety

groups w/ a footpnnt in
Afncan Continent

11O Elden Street
23-7042029
5011cll3)
$10,000 00
NIA
NIA
NIA
for neneral ooerat,ons

350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501(c)(3)
$105,000 00
NIA
NIA
NIA
to assist the work of

expanding ,ts efforts to cover
lalobal issues
Legacy Foundat,on
c/o The Security Nallonal Bank
Sioux
IA 51101-1205
26-3853831
5011cll3l
$800,000 00
NIA
NIA
NIA
Fund for American Studies

Suite 400
13-6223604
501(c)(3)
$500 00
NIA
NIA
NIA
Freedom Foundation
PO Box 552
Olvmo,a, WA 98507
94-3136961
5011cll3l
$1,000 00
NIA
NIA
NIA
Denver, CO 80203
84-0990300
501(c)(3)
$1,000 00
NIA
NIA
NIA
c,tv.
f'
1
42

(a)
Name and Address of
Organization or
Government
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
Descnpt1onof
Non-Cash
Assistance
(h)
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
James Madison Institute for Public Polley

The Columns
100 North Duval Street
Tallahassee, FL 32301
59-2811908
501Ccl(3l
$1,000 00
NIA
NIA
NIA

110 Elden Street
23-7042029
501(c)(3)
$1,500 00
NIA
NIA
NIA
for general ocerat1ons

Suite 900
Art1naton, VA 22203-1854
52-1744337
501(c)(3)
$2,000 00
NIA
NIA
NIA
Clare Boothe Luce Polley Institute

112 Elden Street
Suite P
Herndon, VA 20170
54-1672138
501Ccl(3l
$4,000 00
NIA
NIA
NIA
Gettysburg College
Weldensall Hall
300 North Washington Street
Gettvsburo, PA 17325-1485
23-1352641
501(c)(3)
$15,000 00
NIA
NIA
NIA
for The C1v1IWar Era Studies

Program
Teneo Inc
101518thStreet, NW
Suite 425
80-0305723
501(cl(3l
$20,000 00
NIA
NIA
NIA
Community Youth Athletic Center

1018 National City Boulevard
National C1tv, CA 91950-3206
33-0779893
501Ccl(3)
$25,000 00
NIA
NIA
NIA
Emory Un1vers1ty
1599 Clifton Road NE 4th FL
Atlanta, GA 30322
58-0566256
501(c)(3l
$50,000 00
NIA
NIA
NIA
for The Program 1n

Democracv and C1t1zensh10
Method of
appraisal,
other)
Purpose of
Grant or
Assistance
--
---
(
(
Donors Trust
Inc
52-2166327
43
and lndv1duals in the
US

(a)
Name and Address
of
(b)
(c)
(d)
EIN
IRC
Amount
Organization or
Government
Section
1f
(e)
of
Cash Grant
Applicable
Amount
(f)
of
Non-Cash
Assistance
Method of
Valuation
(book, FMV,
appraisal,
(h)
(g)
Descnpt1on
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
Parents in Charge Foundation

9900 Main Street
Suite 303
54-2024931
501(c)(3)
$60,000 00
NIA
NIA
NIA
Lucy Burns Institute

301 South Bedford Street
Su1te6
Madison, WI 53703-9691
20-8036372
501(c)(3)
$100,000 00
NIA
NIA
NIA
Discovery Institute
Seattle, WA 98101
91-1521697
501Ccll3l
$250,000 00
NIA
NIA
NIA
for iieneral operations
E Plunbus Unum Films

2247 15th Avenue West
Seattle, WA 98166
91-2053400
501Ccll3)
$7,000 00
NIA
NIA
NIA
for the Economic Thinking

loroaram
Illinois Polley Institute

Suite 1630
Chicago, IL 60603
41-2057028
501Ccll3l
$7,500 00
NIA
NIA
NIA
3007 P Street, NW
20-2466871
50Hcl(3)
$15,000 00
NIA
NIA
NIA
Americans for Tax Refonn Foundation

722 12th Street, NW
Fourth Floor
52-1400492
501(c)(3l
$40,000 00
NIA
NIA
NIA
Landmark Legal Foundation

19415 Deerfield Avenue
Suite 312
Leesbum, VA 20176
51-0203802
50Hclf3)
$40,000 00
NIA
NIA
NIA
Schedule
2012
44
(a)
(b)
Name and Address of

Organization or
Government
EIN

Foundation. Inc
6001 Braddock Road
Scnnafield, VA 22160-0002
59-1566625
(c)
IRC
Section 1f
Applicable
501(c)(3l
(d)
Amount of
Cash Grant
$40,000 00
(e)
Amount of
Non-Cash
Assistance
NIA
(f)
Method of
appraisal,
other)
NIA
(g)
Descnpt1on of
Non-Cash
Assistance
NIA
(h)
Purpose of
Grant or
Assistance
National Foundation for Teaching

Entrepreneurship
120 Wall Street
16th Floor
New York, NY 10005
13-3406731
501Ccl(3l
$76.000 00
NIA
NIA
NIA
Fund for the work of Steve

Manott1

1699 L Street, NW
Floor 12
52-1351765
5011cll3)
$500 00
NIA
NIA
NIA
for iieneral ocerat1ons

Suite 350
Arl1naton, VA 22201-3097
52-1527294
501(c)(3)
$1,000 00
NIA
NIA
NIA
Heritage Foundation
23-7327730
5011cll3l
$1,000 00
NIA
NIA
NIA
far aeneral ooerahons

Suite 900
52-1744337
501(c)(3)
$1,000 00
NIA
NIA
NIA
for oeneral ocerallons
Judicial Watch
425 Third Street, SW
Suite 600
52-1665066
5011cll3l
$1,000 00
NIA
NIA
NIA
Gun Owners Foundation

6001 Forbes Place
Suite 102
Scnnafield, VA 22151
52-1297360
5011cll3)
$2,500 00
NIA
NIA
NIA
,n support of the Founders
I,
45

(b)
EIN
(c)
IRC
Section 1f
Applicable

1900 Cempus Commons Dnve
Suite 600
Reston, VA 20191
54-1429009
501(c)C3l
Cato Institute
23-7432162

(a)
Name and Address of
Organization or
Government
(d)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Oescnpt1onof
Non-Cash
Assistance
$2,500 00
NIA
NIA
NIA
501(c)(3)
$5,000 00
NIA
NIA
NIA
54-1436224
501(c){3)
$10,000 00
NIA
NIA
NIA

Suite 360
57-0952531
501(c)C3l
$24,000 00
NIA
NIA
NIA

New York, NY 10017
13-2912529
501(c)(3)
$30,000 00
NIA
NIA
NIA
National Black Chamber of Commerce

1350 Connecticut Avenue, NW
Suite 405
35-1889294
5011clC3l
$10,000 00
NIA
NIA
NIA
1899 L Street, NW
Floor 12
52-1351785
501(c){3)
$200,000 00
NIA
NIA
NIA
Federalist Society
Suite 425
36-3235550
501(c)C3l
$430,000 00
NIA
NIA
NIA
Amount of
Cash Grant
II :
'I
46

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3)

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937

335 Merchant Street
#3377
Honolulu, HI 96801
(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$100 76
NIA
NIA
NIA
for events
5011cl(3l
$500 00
NIA
NIA
NIA
99-0354937
501(c)(3)
$500 00
NIA
NIA
NIA
for Hawa11Liberty Coalition

1899 L Street, NW
Floor 12
52-1351785
501(c)(3)
$1,000 00
NIA
NIA
NIA
,n support of the Center for

Advancing Capitalism

52-1750188
501(c)(3l
$1,500 00
NIA
NIA
NIA

1201 L Street, NW
2nd Floor
94-2763845
501(c)(3)
$2,500 00
NIA
NIA
NIA
,n support of the Annual

Banauet

PO Box 17321
94-3435899
501(c)(3)
$2,500 00
NIA
NIA
NIA
for Poker Night ,n New York

C1tv(September 13, 2012)

30 South Broadway
13-6006960
501(c)(3)
$5,000 00
NIA
NIA
NIA
(d)
Amount of
Cash Grant
Purpose of
Grant or
Assistance
:I
I'
11
II
,1
47
Sch I, Grants to Organizations and lndv1duals 1nthe U.S

(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable

New York, NY 10013
20-3237801
5011cll3l

New York. NY 10013
20-3237801
Freedom Foundation
PO Box 552
Olympia, WA 98507
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
$6,000 00
NIA
NIA
NIA
501(c)(3)
$7,875 00
NIA
NIA
NIA
for the film STATE OF

CONTROL
94-3136961
501(c)(3)
$10,000 00
NIA
NIA
NIA
Manhattan Institute for Pohcy Research

New York, NY 10017
13-2912529
501(c)(3)
$10,000 00
NIA
NIA
NIA
Science Festival Foundation

475 R1vers1deDrive
Suite 950
New York, NY 10015
43-2095418
501(c)(3)
$10,000 00
NIA
NIA
NIA

PO Box 17321
ArhnQton, VA 22216-7321
94-3435899
501Ccl(3l
$10,000 00
NIA
NIA
NIA
for a F A Hayek Sponsorship

of the Chantv Poker event
Intelligence Squared U S Foundation

590 Madison Avenue
30th Floor
New York, NY 10022-8547
27-1022579
5011clC3)
$15,000 00
NIA
NIA
NIA
Georgetown University
Tocqueville Forum
3240 Prospect St NW, Third Floor
53-0196603
501(c)(3l
$25,000 00
NIA
NIA
NIA
for the Center on the

Consbtut1on
Name and Address of

Organization or
Government
(d)
Amount of
Cash Grant
I'
48
Part II, Grants to Or9_anlzatlons

(b)
EIN
(c)
IRC
Section 1f
Applicable
Regular Folks United, Inc

646 Admiral Dnve
Suite 146
Annapohs.MD 21401
26-2598301
501Ccl(3l
M1mstryServices Group
11625 Rainwater Dnve. NE
Suite 500
Alpharetta, GA 30009
01-0654014
Center for Excellence in Higher Education

8520 Alhson Pointe Boulevard
Suite 220
lnd1anaoohs,IN 46250
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
$25,000 00
NIA
NIA
NIA
501(c)(3l
$85,000 00
NIA
NIA
NIA
2()..8091013
50HclC3)
$352,440 00
NIA
NIA
NIA
tor 11eneraloperations
Legacy Foundat1on
c/o The Security National Bank
Sioux City, IA 51101-1205
26-3853831
501(c)(3)
$250,000 00
NIA
NIA
NIA
tor general ooerat1ons
Cause of Action
1919 PennsylvaniaAvenue NW
Suite 650
WashinQton,DC 20006
45-2805977
501CclC3l
$700,000 00
NIA
NIA
NIA
tor aeneral operations
FrankhnCenter
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(c)(3)
$750,000 00
NIA
NIA
NIA
Freedom Foundation
PO Box 552
Olympia, WA 98507
94-3136961
501Cc)(3l
$5,000 00
NIA
NIA
NIA
tor general ooerat1ons
Gallatin Valley Land Trust

25 North Wilson Avenue
Suite E
Bozeman, MT 59715
81-0464513
501(c)(3)
$6,000 00
NIA
NIA
NIA
in support of Whitney Tilt's

flora book
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
49
Sch I, Grants to Organizations and lndviduals 1nthe U S.

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section if
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
East Hanem Churches & Community Urban

Center
New York, NY 10029
13-2765924
501Cc)(3l
$7,000 00
NIA
NIA
NIA
Museum of the Rockies

600 West Kagy Boulevard
Bozeman, MT 59717
81-6016828
501Cc)(3)
$8,000 00
NIA
NIA
NIA
for the ISPH 2013 conference

3351 Fairfax Dnve
MSN 1C5
Anington, VA 22201
94-1623852
501(c)(3l
$10,000 00
NIA
NIA
NIA
for the Learnllberty org

prooram
Johns Hopkins Un1vers1ty

600 N Wolfe Street - Dept of Neurosurgery Meyer Bldg, Room 7-113
Baltimore, MD 21287
52-0595110
501Cc)(3)
$12,000 00
NIA
NIA
NIA
in support of Neurosurgery
(Dr Henrv Brem)
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$12,000 00
NIA
NIA
NIA
in support of Whitney T1lt's

fellowship
Family Taxpayers Foundation

8 East Main Street
Carpentersville, IL 60110
36-3895370
501(c)C3l
$50,000 00
NIA
NIA
NIA
Hillsdale College
Hillsdale, Ml 49242
38-1374230
501(c)(3)
$1,000 00
NIA
NIA
NIA
for general ooerattons
NIA
for the Matching Gift

Challenge from the M J
Murdock Chantable Trust
Acton Institute
Grand Raolds, Ml 49503
38-2926822
501Ccl(3l
$5,000 00
NIA
NIA
'
50
Sch I. Grants to Orgamzat1onsand lndv1duals in the U.S

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Apphcable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

350 Fifth Avenue
Suite 4515
New York, NY 10118
20-2669700
501Ccl(3)
$8,932 09
NIA
NIA
NIA

18751 Street, NW
Suite 500
Washlnoton, DC 20006
54-1670627
501(c1(3l
$35,000 00
NIA
NIA
NIA

1899 L Street, NW
Floor 12
52-1351785
501(c)(3)
$60,000 00
NIA
NIA
NIA
Foreign Polley ln1tiat1ve

11 Dupont Circle, NW
Suite 325
26-4392915
501Cc)(3)
$100,000 00
NIA
NIA
NIA
Cathollc Association Founda!Jon

3007 P Street, NW
20-2387967
501(cll3l
$125,000 00
NIA
NIA
NIA
Federallst Society
Suite 425
Washmoton. DC 20036-5221
36-3235550
501Ccll3l
$300,000 00
NIA
NIA
NIA
Institute for Faith, Work, & Economics

8400 Westparl< Dnve
Suite 100
McLean, VA 22102
45-2481867
501(c)(3)
$250,000 00
NIA
NIA
NIA
Sargasso Sea Proiect

1630 Connecticut Avenue. NW
Suite 300
Washmoton, DC 20009
27-3229137
501(c)(3)
$6,000 00
NIA
NIA
NIA
'
II
II
11
51
Sch I, Grants to Organizations and lndv1dualsin the U S.

(h)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$10,000 00
NIA
NIA
NIA
1nsupport of the annual dinner

on November 14, 2012
501(c)(3)
$10,000 00
NIA
NIA
NIA
94-2763845
5011clC3l
$23,400 00
NIA
NIA
NIA
1nsuooort of the annual dinner
Commentary,Inc
561 7th Avenue
16th Floor
New York, NY 10018-1816
13-3610041
501CclC3)
$25,000 00
NIA
NIA
NIA
1nsupport of the dinner on

December 3, 2012
ConservativeAgenda Proiect
Suite 110G
Washinaton. DC 20007
26-4029303
5011c)l3l
$40,000 00
NIA
NIA
NIA
Becket Fund for Religious Liberty

3000 K Street, NW
Suite 220
52-1858532
501(c)(3)
$50,000 00
NIA
NIA
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
American Spectator Foundation

1611 North Kent Street
Suite 901
Arhnaton,VA 22209-2111
23-7002632
501(c)(3)

New York, NY 10013
20-3237801

1201 L Street, NW
2nd Floor
Wash1naton.DC 20005
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
Yale University
YCRI, RozenkranzHall
115 Prospect Street, PO Box 208206
New Haven, CT 06520-8206
06-0646973
501(c)(3)
$50,000 00
NIA
NIA
NIA
for JMC-Ventas High Ed ln1t

Post-Doc Fellwshp 1nCenter
for Rep lnst1tutn
e21 A 21st Century Economic Polley ln1tiat1ve

Suite 504
27-0200689
501CclC3l
$100,000 00
NIA
NIA
NIA
I''
I,
52

Part II, Grants to Or.B_anlzatlons
(a)
(b)
(c)
(d)
(e)
Name and Address of

Organization or
Government
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
3007 P Street. NW
WashinQton,DC 20007
20-2466871
501(c)C3l
$115,000 00
NIA
NIA
NIA
Boy Scouts of America

9190 Rockville Pike
Bethesda, MD 20814
22-1576300
5011cll3)
$250 00
NIA
NIA
NIA
for Qeneralooerat1ons
Cato Institute
23-7432162
501(c)(3)
$250 00
NIA
NIA
NIA
Heritage Foundation
214 MassachusettsAvenue, NE
23-7327730
501(c)(3)
$250 00
NIA
NIA
NIA
Studentsfor Liberty
PO Box 17321
Arl1naton,VA 22216-7321
94-3435899
501(c)(3)
$1,000 00
NIA
NIA
NIA
NIA
in support of Center for

Amencan Studies under
direction of Prof Busch
Christopher Newport University

1 Avenue of the Arts
Newport News, VA 23606-3072
54-0701501
501Cc)C3l
$50,000 00
NIA
NIA
(h)
Purpose of
Grant or
Assistance
College of the Holy Cross

Departmentof Political Science
PO Box 121A, 1 College Street
Worcester, MA 01610
04-2103558
501lcll3)
$50,000 00
NIA
NIA
NIA
,n support of Charles Carroll

Program under d1rect1on
of
Brand & Khnghard
MetanexusInstitute
328 8th Avenue
Suite 145
New York, NY 19103-1000
23-2977021
501(c)(3)
$6,000 00
NIA
NIA
NIA
for general ooerabons
I'
11
53

(a)
Name and Address of
Organization or
Government
(d)
(f)
(h)
(b)
EIN
(c)
IRC
Section 1f
Applicable
Energy & Environment Legel Institute

Suite 186
Washinnton, DC 20006-1811
26-4239065
50HclC3l
$150,000 00
NIA
NIA
NIA

Suite 360
57-0952531
5011cl(3l
$1,00000
NIA
NIA
NIA
for 20th Anmv Meetina
James Madison Institute for Pubhc Pohcy

The Columns
100 North Duval Street
Tallahassee, FL 32301
59-2811908
5011cll3l
$5,000 00
NIA
NIA
NIA
for commumcat,ons suooort
Montana Pohcy Institute

67 West Kagy Boulevard
Suite B
Bozeman, MT 59715
20-2591461
501(c)(3l
$24,000 00
NIA
NIA
NIA
for commun1cat1onssuooort

Suite 360
57-0952531
5011clC31
$25,000 00
NIA
NIA
NIA
for communications suooort

8400 Westpark Drive
Suite 100
Mclean, VA 22102
45-2481867
501(c)(3l
$200,000 00
NIA
NIA
NIA

George Mason Umvers,ty
Arlmoton, VA 22201-4433
54-1436224
501(c)(3l
$315,000 00
NIA
NIA
NIA
Cato Institute
23-7432162
5011cll3l
$500 00
NIA
NIA
NIA
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
54

(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Descnpt1on of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$500 00
NIA
NIA
NIA
501Ccl{3l
$1,000 00
NIA
NIA
NIA
95-3298239
501Cclf3l
$1,000 00
NIA
NIA
NIA

1201 L Street, NW
2nd Floor
94-2763845
501(cl(3)
$2,000 00
NIA
NIA
NIA

110 Elden Street
23-7042029
5011cll3l
$10,000 00
NIA
NIA
NIA
Legacy Foundation
c/o The Secunty National Bank
Sioux City, IA 511011205
26-3853831
501(c)(3)
$200,000 00
NIA
NIA
NIA
for the Military Voter

Protection Pro1ect
Community Action Centers ProJect

2600 Overland Avenue
Suite 315
Los Angeles, CA 90064-3253
20-0071617
50Hcl{3l
$400,000 00
NIA
NIA
NIA
for the Danon ProJecl and

Voter Education
Legacy Foundation
c/o The Security National Bank
Sioux C1tv, IA 51101-1205
26-3853831
501(clf3l
$650,000 00
NIA
NIA
NIA
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501(c)(3l
Galen Institute
PO Box 320010
54-1770524
Reason Foundation
5737 Mesmer Avenue
(a)
Name and Address of
Organization or
Government
Donors Trust
Inc
52-2166327
55
and lndv1duals in the
US
Part II, Grants to Or9anlzatlons and Governments in the U.S.

(a)
Name and Address
of
(bl
(c)
(d)
EIN
IRC
Section
Amount
Organ1zat1on or
Government
1f
(f)
(el
of
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
Method of
Valuation
(book, FMV,
appraisal,
(hi
(g)
Descnpt1on
Purpose
of
of
Non-Cash
Grant or
Assistance
Assistance
other)
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)
$1,000 00
NIA
NIA
NIA
Na11onalRighi to Work Legal Defense

Foundation, Inc
8001 Braddock Road
Spnngfield, VA 22160-0002
59-1586625
501(C)(3)
$2,000 00
NIA
NIA
NIA
Pro1ec1Liberty, Inc
27-3542161
501Cc\C3\
$2,000 00
N/A
NIA
NIA
The Field
75 Maiden Lane
Suite 906
New York, NY 10038
13-3357406
501{c)(3)
$6,00000
NIA
NIA
NIA
support of Andrew
Richards' worl<
New York Un1vers1ty

726 Broadway
2nd Floor
New York, NY 10003
13-5562308
501Cc\C3\
$25,000 00
NIA
NIA
NIA
the Moral Courage ProJectfor

'aeneral ooerat1ons
Federalist Society
Suite 425
WashmAton.DC 20036-5221
36-3235550
5011clC3\
$50,000 00
NIA
NIA
NIA
in
Villanova University
Villanova Umvers1ty,Old Falvey 304
800 Lancaster Avenue
Villanova, PA 19805
23-1352668
501(c)(3)
$50,000 00
NIA
NIA
NIA
The Matthew J Ryan Center

at Villanova University for
l!'leneral ooerat1ons

PO Box 17321
Arlmoton, VA 22216-7321
94-3435899
501(c)(3)
$65,000 00
NIA
NIA
NIA
Schedule
2012
56

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnp!lon of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
1899 L Street, NW
Floor 12
52-1351785
501Ccll3l
$380,000 00
NIA
NIA
NIA

Suite 360
57-0952531
501(c)(3)
$1,000 00
NIA
NIA
NIA
in

Suite 360
57-0952531
501(c)(3)
$1,500 00
NIA
NIA
NIA
for the orgamzat1on's highest

need

Suite 350
Arhnoton, VA 22201-3097
52-1527294
501Ccll3l
$2,000 00
NIA
NIA
NIA
for new debt cns1slChmeses

Iprofessor TV ad
Pacific Research Institute for Public Polley

Suite 350
94-2528433
501(cll3l
$5,000 00
NIA
NIA
NIA
for the 2012 annual Qala
Suite 4S
New York, NY 10001-6803
27-1450809
501Ccll3l
$7,200 00
NIA
NIA
NIA
to support the Opening

Ceremony on 12112/12
Denver, CO 80203
84-0990300
501(c)(3)
$100,000 00
NIA
NIA
NIA
Discovery Institute
Seattle, WA 98101
91-1521697
5011cll3l
$250,000 00
NIA
NIA
NIA
tnbute to Tom Roe
57

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Hentage Foundation
23-7327730
501(c)(3)
$100 00
NIA
NIA
NIA

Suite 900
52-1744337
501(c)(3)
$100 00
NIA
NIA
NIA
Cato Institute
23-7432162
501(c)(3)
$200 00
NIA
NIA
NIA
1699 L Street. NW
Floor 12
52-1351765
50HclC3l
$200 00
NIA
NIA
NIA

George Mason Umvers1ty
54-1436224
501(c)(3l
$200 00
NIA
NIA
NIA
Reason Foundation
5737 Mesmer Avenue
95-3296239
501(c)(3l
$200 00
NIA
NIA
NIA
American Enterpnse Institute

53-0216495
501(c)(3)
$250 00
NIA
NIA
NIA
Salvation Army-DC
22-2406433
501(cl(3l
$500 00
NIA
NIA
NIA
58

(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable

335 Merchant Street
#3377
Honolulu, HI 96601
99-0354937
5011cll3\
Hillsdale College
Hillsdale, Ml 49242
36-1374230
Freedom Foundation
PO Box 552
Olympia, WA 96507
Proiect Ventas
Number 145
Name and Address of

Organization or
Government
(d)
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
$617 76
NIA
NIA
NIA
501(c)(3)
$1,000 00
NIA
NIA
NIA
94-3136961
501(c)(3l
$2,500 00
NIA
NIA
NIA
for Aeneral operations
27-2694656
5011clC3\
$4,950 00
NIA
NIA
NIA
New York H1stoncal Society

170 Central Park West
New York. NY 10024
13-1624124
501(c)(3)
$5,000 00
NIA
NIA
NIA
in support of the "History

Makers Fall Gala" to be held
on November 20
Center for Compet1t1vePolitics

124 South West Street
Suite 201
Alexandna. VA 22314
20-3676666
50Hcl(3)
$15,000 00
NIA
NIA
NIA
Reason Foundation
5737 Mesmer Avenue
95-3296239
501(c)(3l
$15,000 00
N/A
NIA
NIA
in support of two tables

($10,000 00 and $5,000 00)
for the Bast1at Dinner
Central Park Conservancy

14 East 60th Street
New York, NY 10022
13-3022655
50Hcl!3l
$5,000 00
NIA
NIA
NIA
in memory of Sandra Shepard

Wn11ht
11:
59
Sch I, Grants to Orgarnzat1ons and lndv1duals in the U S.

(a)
Name and Address of
Orgarnzat1on or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
us
445 East Mitchell Street
Su1teD
Petoskey, Ml 49770
36-2416377
5011cl(3l
$10,000 00
NIA
NIA
NIA
for the Sovereignty Matters

protect
Central Park Conservancy

14 East 60th Street
New York, NY 10022
13-3022655
501(c)(3)
$50,000 00
NIA
NIA
NIA
1nmemory of Sandra Shepard

Wnght
Institute for Energy Research

1100 H Street, NW
Suite 400
Washmaton. DC 20005
76-0149778
501(C)(3)
$64,000 00
NIA
NIA
NIA
Grassroot lnst1tute of Hawaii

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501Ccl(3)
$1,117 76
NIA
NIA
NIA
Center for Class Action Fairness

1716 M St NW
#236
Washmaton. DC 20036
45-5119142
501(cll3l
$000
1730 M Street, NW
Suite 601
Washmaton, DC 20036
13-2943020
501(c)(3l
$100 00
NIA
NIA
NIA
for general operabons
Becket Fund for Rehg1ous Liberty

3000 K Street, NW
Suite 220
Washmi:iton, DC 20007
52-1656532
5011cl(3l
$200 00
NIA
NIA
NIA

30 South Broadway
lrvmaton-on-Hudson, NY 10533-2529
13-6006960
501(c)(3)
$250 00
NIA
NIA
NIA
$203,293 35
Book
One-hundred percent
ownership Interest in a hm1ted
hab1htvcomoanv
Schedule I {Form 990 or 990-EZ) 2012
-----
i'
60
Part II, Grants to Org_anlzatlons

(a)
Name and Address of
Organization or
Government
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$1,000 00
NIA
NIA
NIA
501(c)(3)
$1,000 00
NIA
NIA
NIA
27-4827443
5011clC3l
$10,000 00
NIA
NIA
NIA
15 West South Temple, Suite 200
Salt Lake C1tv, UT 84101
87-0531727
501(c)(3)
$200,000 00
NIA
NIA
NIA

Suite 360
57-0952531
501(c)(3)
$450 00
NIA
NIA
NIA
Freedom Foundation
PO Box 552
Olvmo1a, WA 98507
94-3136961
5011clC3)
$1,000 00
NIA
NIA
NIA
3007 P Street. NW
20-2466871
501(c)(3l
$50,000 00
NIA
NIA
NIA
llhno1s Pohcy Institute

Suite 1630
Ch1caoo, IL 60603
41-2057028
5011clC3)
$7,500 00
NIA
NIA
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable

1201 L Street, NW
2nd Floor
94-2763845
501(c)(3)
GMU Foundation
Department of Economics. Enterprise Hall
Fairfax, VA 22030
54-1603842
Spark Freedom
605 Long Branch Road
Lancaster, TN 38569
(d)
Amount of
Cash Grant
61
Sch I, Grants to Organizations and lndv1duals1nthe U S.

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(e)
Amount of
Non-Cash
Assistance
(d)
Amount of
Cash Grant
Jud1c1alEducation ProJect
3007 P Street, NW
Washmaton, DC 20007
20-2466871
501Cc){3)
$25,000 00
ProJectLiberty, Inc
27-3542181
501Ccl{3l
$0 00
Caesar Rodney Institute

PO Box 795
Dover, DE 19903-0795
26-2176691
501(C)(3)
$50,000 00
NIA
$1,42115
NIA
(f)
Method of
appraisal,
other)
NIA
Book
Eau1omnet
NIA
Purpose of
Grant or
Assistance
NIA
NIA
(h)
(g)
Description of
Non-Cash
Assistance
Computer equipmentfor
CCAP orogram
ProJectLiberty, Inc
27-3542181
501(c){3)
$0 00
Hillsdale College
Hillsdale, Ml 49242
38-1374230
50HclC3\
$1,000 00
NIA
NIA
NIA
The Field
75 Maiden Lane
Suite 906
New York, NY 10038
13-3357408
501(c){3)
$2,000 00
NIA
NIA
NIA
support of Andrew
Richards'work
Suite 45
New York, NY 10001-6803
27-1450809
501CclC3\
$2,400 00
NIA
NIA
NIA
Grassroot Institute ol Hawau

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
501{c){3)
$5,056 46
NIA
NIA
NIA
lor oeneral ooerat1ons
$262,020 19
Book
One-hundredpercent
ownership Interest m a l1m1ted
liab1htycompany
CCAP LLC for CCAP program
in
1:
62

Part II, Grants to Org_anlzatlons and Governments In the U.S.
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Operation American Patnot

Banner Health Olive Branch Center, OAP Suite
11250 North 107th Avenue
Sun C1tv,AZ. 85351
45-1530520
50Hcll3l
$10,000 00
NIA
NIA
NIA
Great Lakes Education Foundation

PO Box 27503
Lansma, Ml 48909-7503
27-4901408
50Hcll3)
$50,000 00
NIA
NIA
NIA
Goldwater Institute
500 East Coronado Road
Phoenix, AZ. 85004
86-0597661
501(c)(3)
$1,000 00
NIA
NIA
NIA
Heritage Foundation
Washmoton, DC 20002-4999
23-7327730
5011cll3l
$1,000 00
NIA
NIA
NIA
for the President's Club
100SwanWay
94-3008370
501(c)(3)
$1,000 00
NIA
NIA
NIA
Pacific Research Institute for Public Polley

Suite 350
94-2528433
501(c)l3l
$1,000 00
NIA
NIA
NIA

335 Merchant Street
#3377
Honolulu, HI 96801
99-0354937
5011cll3l
$1,117 76
NIA
NIA
NIA
National Legal & Policy Center

107 Perl< Washington Court
52-1750188
501{c)l3l
$1,500 00
NIA
NIA
NIA
'
I',
63
(d)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
$2,000 00
NIA
NIA
NIA
for lnst1tuto de L1bertad y

Desarrollo
501CclC3l
$5,000 00
NIA
NIA
NIA
13-1945157
501(c)(3)
$5,000 00
NIA
NIA
NIA

Suite 900
Arlintiton, VA 22203-1854
52-1744337
501Ccl(3l
$5,000 00
NIA
NIA
NIA

Wilmington, DE 19807-1938
23-6050131
501(c)(3)
$5,000 00
NIA
NIA
NIA
Jerusalem Institute for Market Studies

9728 South Crescent View Dnve
Boynton Beach, FL 33437
20-0105601
501(c)(3l
$5,000 00
NIA
NIA
NIA
Manhattan Institute for Policy Research

New York, NY 10017
13-2912529
501(c)(3l
$5,000 00
NIA
NIA
NIA
for general ooerabons

New York, NY 10017
13-2912529
501(c)(3)
$5,000 00
NIA
NIA
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable

1201 L Street, NW
2nd Floor
Wash1nQton,DC 20005
94-2763645
501(c)(3l

1201 L Street, NW
2nd Floor
94-2763645
Hudson Institute
6th Floor
(a)
Name and Address of
Organization or
Government
Amount of
Cash Grant
.
64

(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
$5,000 00
NIA
NIA
NIA
m support of John Goodman's

work
501(c)(3)
$5,000 00
NIA
NIA
NIA
for oeneral ooera!lons
23-7749796
501(c)(3)
$10,000 00
NIA
NIA
NIA
ProJectLiberty, Inc
27-3542181
501(c)(3)
$15,000 00
NIA
NIA
NIA
for Supply Side Proiect
World MonumentsFund
350 Fifth Avenue
Suite 2412
New York, NY 10118
13-2571900
501(c)(3)
$25,000 00
NIA
NIA
NIA
Yankee Institute
Suite 302
52-1358144
5011cl(3l
$90,000 00
NIA
NIA
NIA

1201 F Street, NW
Suite 200
Washmoton, DC 20004
62-1570449
5011clf3)
$335,000 00
NIA
NIA
NIA
NIA
to support the promotion of

environmentaland energy
education
(b)
EIN
(c)
IRC
Section 1f
Applicable

12770 Coit Road
Suite 800
Dallas, TX 75251-1339
75-1804932
5011clf3l

Suite 360
Arl1noton,VA 22209-3108
57-0952531
Middle East Forum

1500 Walnut Street
Suite 1050
Ph1ladeloh1a,
PA 19102
(a)
Name and Address of
Organization or
Government
Committee for a ConstructiveTomorrow

PO Box427
52-1462893
501(c)(3l
(d)
Amount of
Cash Grant
$99,950 00
NIA
NIA
"
65
Sch I, Grants to Organizations and lndv1dualsm the US

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Cato Institute
23-7432162
501Ccl(3l
$200 00
NIA
NIA
NIA
for 1ieneral operations
Hentage Foundation
23-7327730
501Ccl(3)
$200 00
NIA
NIA
NIA
Heartland Institute
Suite 2740
Ch1caao, IL 60606
36-3309812
501(c)(3)
$250 00
NIA
NIA
NIA
100SwanWay
94-3008370
501(c)(3}
$250 00
NIA
NIA
NIA
Reason Foundation
5737 Mesmer Avenue
Los Anaeles, CA 9023()..6316
95-3298239
501(c)(3)
$250 00
NIA
NIA
NIA
for general ooerallons
1899 L Street, NW
Floor 12
52-1351785
501CclC3l
$500 00
NIA
NIA
NIA
for 1ieneral operations

Suite 400
13-6223604
501CclC3)
$500 00
NIA
NIA
NIA

3351 Fairfax Drive
MSN1C5
M1naton, VA 22201
94-1623852
501(c}(3l
$500 00
NIA
NIA
NIA
66

(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$500 00
NIA
NIA
NIA
501(c)(3)
$1,000 00
NIA
NIA
NIA
81-0393444
501(c){3)
$1,000 00
NIA
NIA
NIA

Suite 900
52-1744337
501(c)(3)
$2,500 00
NIA
NIA
NIA
Federalist Society
101518th Street, NW
Suite 425
36-3235550
5011c){3l
$20,000 00
NIA
NIA
NIA

1201 F Street, NW
Suite 200
62-1570449
501(c)(3)
$50,000 00
NIA
NIA
NIA

PO Box427
52-1462893
501(C)(3)
$500,000 00
NIA
NIA
NIA

Education Fund

PO Box 427
52-1462893
50HclC3l
$500,000 00
NIA
NIA
NIA

Education Fund
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
PERC
2048 Analysis Dnve
Suite A
Bozeman, MT 59718
81-0393444
501(c)(3)

1201 L Street, NW
2nd Floor
94-2763845
PERC
2048 Analysis Drive
Suite A
Bozeman, MT 59718
(d)
Amount of
Cash Grant
II:
67
Sch I, Grants to Orgamzat,ons and lndviduals m the US

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Description of
Non-Cash
Assistance
$494,950 00
NIA
NIA
NIA

Education Fund
Amount of
Cash Grant

PO Box 427
52-1462893
50Hcll3l

Suite 900
Arlington. VA 22203-1854
52-1744337
501(c\13l
$500 00
NIA
NIA
NIA

Suite 350
52-1527294
501(c)(3)
$1,000 00
NIA
NIA
NIA

1201 L Street, NW
2nd Floor
94-2763845
501(c\(3\
$1,000 00
NIA
NIA
NIA
100 Swan Way
94-3008370
501(c)(3)
$1,000 00
NIA
NIA
NIA

Ar1inaton, VA 22201-4433
54-1436224
501(c)(3)
$1,000 00
NIA
NIA
NIA
Salvation Army
PO Box 14189
Cinc1nna11,OH 45250
22-2406433
50Hcll3)
$1,000 00
NIA
NIA
NIA

Suite 360
57-0952531
501(c)(3l
$1,000 00
NIA
NIA
NIA
I'1'
I
68
Sch I, Grants to Organ1zat1onsand lndv1duals in the U S
(a)
(b)
Name and Address of

Organization or
Government
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

Suite 900
Arltnaton, VA 22203-1854
52-1744337
501lcl(3)
$1,200 DO
NIA
NIA
NIA

3351 Faufax Drive
MSN 1C5
Arltnaton, VA 22201
94-1623852
501(c)(3)
$1,500 DO
NIA
NIA
NIA

30 South Broadway
13-6006960
501(c)/3)
$2,000 00
NIA
NIA
NIA
far aeneral ooerat1ons

New York, NY 10017
13-2912529
501lcl(3)
$2,250 DO
NIA
NIA
NIA
Acton Institute
Grand Raa1ds, Ml 49503
38-2926822
501(c)(3l
$2,500 00
NIA
NIA
NIA

Suite 400
13-6223604
501lcl(3)
$2,500 00
NIA
NIA
NIA
for aeneral aoerabons
Un1vers1tyof Arizona Foundation

PO Box 210027
Tucson, AZ. 85721-0027
86-6050388
501(c)(3l
$3,000 00
NIA
NIA
NIA
for the Center for the

Ph1losoohv of Freedom
International Foundation for Research in

Experimental Economics
2122 East Camino El Ganado
Tucson, AZ. 85718
86-0879713
501(c)(3l
$4,000 00
NIA
NIA
NIA
11
69
Part II, Grantsto Or.9.anlzatlons

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Intelligence Squared U S Foundation

590 Madison Avenue
30th Floor
New York, NY 10022-8547
27-1022579
5011clf3l
PERC
2048 Analysis Drive
Suite A
Bozeman,MT 59718
81--0393444
Metanexuslnst,Me
328 8th Avenue
Suite 145
New York, NY 19103-1000
(d)
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
$5,000 00
N/A
N/A
NIA
501(C)(3)
$5,000 00
NIA
NIA
NIA
23-2977021
5011cl(3l
$6,000 00
NIA
NIA
NIA
American Museum of Natural History

Central Park West at 79th Street
New York, NY 10024-5192
13-6162659
5011clC3l
$7,500 00
NIA
NIA
NIA
for Richard M1lnefs research
The Science Network (Salk Institute - CNL)

10010 N Torrey Pines Rd
La Jolla, CA 92037
81--0639470
501CclC3)
$8,000 00
NIA
N/A
NIA

New York, NY 10017
13-2912529
5011c)(3)
$10,000 00
NIA
NIA
NIA
PERC
2048 Analysis Drive
Suite A
Bozeman, MT 59718
81-0393444
501CclC3l
$10,000 00
N/A
NIA
NIA
Cato Institute
1000 MassachusettsAvenue. NW
Weshinoton, DC 20001-5403
23-7432162
501CclC3l
$13,333 00
NIA
NIA
NIA
Amount of
Cash Grant
(h)
Purpose of
Grant or
Assistance
11:
70

(e)
(f)
Amount of
Non-Cash
Assistance
Method of
appraisal,
other)
$25,000 00
NIA
NIA
NIA
501(c)(3)
$60,000 00
NIA
NIA
NIA
52-1462893
501(c)(3)
$499,900 00
NIA
NIA
NIA

Education Fund
Institute for Educational Advancement

625 Fair Oaks Avenue
Suite 285
South Pasadena, CA 91030-5836
95-4695698
501Ccl(3l
$650,000 00
NIA
NIA
NIA
for scholarships
8111
of R1ghls lnsl1tute
Suite 200
Arhngton, VA 22203
48-0891418
501(c)(3)
$250 00
NIA
NIA
NIA

8001 Forbes Place
Suite 102
Spnnqfield, VA 22151
52-1297360
501(clf3l
$250 00
NIA
NIA
NIA

3351 Fairfax Drive
MSN1C5
Arhn<iton, VA 22201
94-1623852
501(c)(3)
$250 00
NIA
NIA
NIA
Reason Foundation
5737 Mesmer Avenue
95-3298239
501(c)(3l
$250 00
NIA
NIA
NIA
(a)
(b)
EIN
(c)
IRC
Section 1f
Applicable
Santa Fe Institute
1399 Hyde Park
Sante Fe. NM 87501
85-0325494
501Ccl(3l
Competitive Enterpnse Institute

1899 L Street, NW
Floor 12
52-1351785

PO Box 427
Berrvv,lle, VA 22611
Name and Address of

Orgamzat1on or
Government
(d)
Amount of
Cash Grant
(g)
Descnpt1on of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
71
Part II, Grants to Or_g_anlzations

(g)
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
Descnpt1on of
Non-Cash
Assistance
$500 00
NIA
NIA
NIA
501(c)(3l
$500 00
NIA
NIA
NIA
36-3309812
501Ccl(3l
$500 00
NIA
NIA
NIA
MariJuana Polley ProJect Foundation

PO Box 77492
52-1975211
501(c)(3)
$500 00
NIA
NIA
NIA

Foundation, Inc
8001 Braddock Road
Spnngfield, VA 22160-0002
59-1588825
501/c)/3)
$500 00
NIA
NIA
NIA
Cato Institute
1000 Massachusetts Avenue. NW
23-7432162
501(c)(3)
$1,000 00
NIA
NIA
NIA

30 South Broadway
Irvington-on-Hudson, NY 10533-2529
13-6006960
501(c)(3l
$1,000 00
NIA
NIA
N/A
Hillsdale College
Hillsdale, Ml 49242
38-1374230
501Ccl(3)
$1,000 00
NIA
NIA
NIA
(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Acton Institute
38-2926822
501(c)(3l

53-0218495
Heartland Institute
Suite 2740
Chicago, IL 60606
(d)
Amount of
Cash Grant
I'
I
.I
72

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

Suite 900
Arl1naton, VA 22203-1854
52-1744337
5011cl(3l
$2,000 00
NIA
NIA
NIA

1201 L Street, NW
2nd Floor
94-2763845
501(c){3)
$2,500 00
NIA
NIA
NIA

Suite 200
Arlinaton, VA 22203
48-0891418
501(c)(3)
$5,000 00
NIA
NIA
NIA
Cato Institute
1000 Massachusetts Avenue. NW
23-7432162
501(c)(3)
$5,000 00
NIA
NIA
NIA

Suite 400
13-6223604
501(c)(3)
$5,000 00
NIA
NIA
NIA
Heritage Foundation
23-7327730
501(c)(3)
$5,000 00
NIA
NIA
NIA

12770 Coit Road
Suite 800
Dallas. TX 75251-1339
75-1804932
501Cclf3l
$5,000 00
NIA
NIA
NIA
President and Fellows of Harvard College

79 John F Kennedy Street
Taubman 306
Cambndaa, MA 02138
04-2103580
501(c)(3)
$5,000 00
NIA
NIA
NIA
I',,
73

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
Home School Foundation

PO Box 1152
52-1354365
501{c)(3)

Suite 900
52-1744337
Massachusetts General Hospital - Infectious

Disease D1v1s1on
University Park, 65 Lendsdowne St, Rm 419
Cambndge, MA 02139
(h)
Purpose of
Grant or
Assistance
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
$10,000 00
NIA
NIA
NIA
for the Homeschool Freedom

Fund
501(c)(3l
$10,000 00
NIA
NIA
NIA
04-1564655
501CclC3l
$10,000 00
NIA
NIA
NIA
for such work es Martin S

Hirsch, MD mav spec1fv

New York, NY 10013
20-3237801
501(c)(3)
$10,000 00
NIA
NIA
NIA
for the Pups of Liberty Proiect
Rockefeller University
1230 York Avenue
New York. NY 10021
13-1624158
501(c){3)
$10,000 00
NIA
NIA
NIA

Suite 400
Weshinaton. DC 20009
13-6223604
501(c)(3)
$11,000 00
NIA
NIA
NIA
Young Amenca's Foundation

110 Elden Street
23-7042029
501(c)(3)
$11,000 00
NIA
NIA
NIA

Suite 110 G
26-4029303
501Cc)(3l
$15,000 00
NIA
NIA
NIA
(d)
Amount of
Cash Grant
F
:1
74

(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
(h)
Descnpt1onof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$15,000 00
NIA
NIA
NIA
for the area of highest need
501(c)(3)
$25,000 00
NIA
NIA
NIA
for the area of highest need
52-1462893
501(c)f3)
$35,500 00
NIA
NIA
NIA
for the Board Pro1ect
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$66,000 00
NIA
NIA
NIA
to support 1ournahsmtalent
Illinois Polley Institute

Suite 1630
Chicago, IL 60603
41-2057028
5011cll3l
$75,000 00
NIA
NIA
NIA

8400 Westpar1<Dnve
Suite 100
McLean. VA 22102
45-2481867
501(c)(3)
$560,000 00
NIA
NIA
NIA
for Qeneral ooerat1ons
Cause of Action
1919 Pennsylvania Avenue NW
Suite 650
45-2805977
501(c)(3l
$950,000 00
NIA
NIA
NIA
ManJuana Polley ProJect Foundation

PO Box 77492
52-1975211
501(clf3l
$2,500 00
NIA
NIA
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
Hentage Foundation
Washinoton, DC 20002-4999
23-7327730
501(c)(3)

Suite 400
13-6223604

PO Box427
(a)
Name and Address of
Organization or
Government
(d)
Amount of
Cash Grant
Donors
Trust
Inc
52-2166327
75
and lndv1duals
in the U.S

(a)
Name and Address
Organization
of
(b)
(c)
EIN
IRC
or
Section
Government
(e)
(d)
Amount
1f
of
Cash Grant
Apphcable
Amount
(g)
(f)
of
Non-Cash
Assistance
Method
Valuation
of
(book, FMV,
appraisal,
(h)
Descnpt1on
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
GMU Foundation (Law & Econ Center)

3301 Fairfax Drive
Artm!lton, VA 22201
54-1603842
501Cc\13\
$10,000 00
NIA
NIA
NIA
for general support of the Lew

& Economics Center
Oakland Rotary Endowment

1736 Franklin Street
Oakland, CA 94612
94-2434641
501(c}(3}
$20,000 00
NIA
NIA
NIA
to further oroarams
Conseivat1veAgenda ProJect
Suite 110 G
26-4029303
501(c)(3}
$48,000 00
NIA
NIA
NIA

Suite 400
WashmQton,DC 20009
13-6223604
501Cc\C3\
$75,000 00
NIA
NIA
NIA
Parents In Charge Foundation

9900 Mam Street
Suite 303
54-2024931
501(c}(3}
$90,000 00
NIA
NIA
NIA
Morristown Memorial Health Foundation

4 75 South Street
First Floor
Mornstown, NJ 07960
22-3392808
501Cc}C3l
$100,000 00
NIA
NIA
NIA
to support the Center for

Advanced Medicine at the
Mornstown Memonal Hospital
Rancho Clelo
PO Box 6948
Salinas, CA 93912
77-0555859
501(c)(3}
$100,000 00
NIA
NIA
NIA
to further oroarams

1201 L Street, NW
2nd Floor
Wash1nQton,DC 20005
94-2763845
501Ccl(3)
$125,000 00
NIA
NIA
NIA
Schedule
2012
11:
76

(a)
Name and Address of
Organization or
Government
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance

8001 Forbes Place
Suite 102
Sonnafield, VA 22151
52-1297360
5011cll3l
$5,000 00
NIA
NIA
NIA
Hentage Foundation
23-7327730
501(c)(3)
$5,000 00
NIA
NIA
NIA
Yellowstone Peri< Foundation

222 East Main Street
Suite 301
Bozeman, MT 59715
83-0311166
5011cl!3l
$45,000 00
NIA
NIA
NIA
for the evaluallon and

protection of cutthroat trout in
Slouah Creek
Moving Picture I nst1tute

New York, NY 10013
20-3237801
501(c)(3)
$50,000 00
NIA
NIA
NIA
Discovery Institute
Seattle, WA 98101
91-1521697
501(c)(3l
$250,000 00
NIA
NIA
NIA
Buckeye Firearms Foundation

15 West Winter Street
Delaware, OH 43015
26-1239294
501tcll3l
$10,000 00
NIA
NIA
NIA

27-3542181
501(c)(3l
$565,749 41
NIA
NIA
NIA
for PoFR and SSP oroarams
Donors Trust,
Inc.
52-2166327
Page 2
and Other Assistance to Individuals in the United States. Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 22.
Part Ill can be duplicated if additional space is needed.
!IP.alltllllI
Grants
(a) Type of grant or assistance
(b) Number of
(c) Amount of
cash grant
rec1p1ents
(d) Amount of
non cash assistance
(f) Description of non-cash assistance
(e) Method of valuation (book,

FMV, appraisal, other)
,
2
3
4
5
6
7
jlP,,iallPA1Supplemental Information. Complete this part to provide the 1nformat1onrequired in Part I, line 2, Part Ill, column (b), and any other
additional 1nformat1Qn.
Pt_I Line 2 ______ The_Or_ganization_sends
each grant
rec.:j,pj.ent a_letter
statirHJ_ by cashing
the _graQt cl!_eck _________
Pt_I
Line
2 ______
g_rantee_a(Il'.'ees
Pt_I
Line
2 ______
are_made
Pt_I
Line
2 ______
oversi_ght
:Pt_I
Line
2 ______
@_plicable
Pt _I Line
2 ______
Grantees
Pt_I
2 ______
an_y_ty_pe of_12.olicital
Line
grant_funds
to_U. S. _public
_provided
to
must
such
agree
will
not
charities.
_ In most
by: United_States
charities._
that_g_rant
activity_.
be used
to benefit
any disqm1.lified_p~r1!_on.
casesL
Organization
and individual
In some cases.L_a
funds_are_not
the
states'
rules
rfil?_ort of_use_of
to be used
for
relies
u_p9n _th~ ____________
and req_ulationl!_
funds_is
______________
r~@ested.
_
.
.
------------
lobb_yi.ng_ or _____________________
____________________________________________________
BAA
_ Al:l_g!:ant. ______
.
.

TEEA3902
1/02113
Compensation Information
OMS No 1545-0047
For certain Officers, Directors, Trustees, Key Employees, and Highest

Compensated Employees
2012
~ Complete if the organization answered 'Yes' to Form 990, Part IV, line 23.
~ Attach to Form 990. ~ See separate instructions.
Open to Public
Inspection
SCHEDULE J
(Form 990)
~~~;',,~'f~~~~~~;es~~~~ury
---'----------.-~---,--Name of the organization
Employer identificat,on number
Donors Trust.
Inc.
!Part 11 Questions Regarding Compensation
52-2166327
Yes
No
1 a Check the appropriate box(es) 1f the organization provided any of the following to or for a person listed 1n Form 990, Part
VII, Section A, line la. Complete Part Ill to provide any relevant information regarding these items.
O First-class or charter travel

OTravel for companions
OTax 1ndemnif1cat1onand gross-up payments
O D1scret1onaryspending account
QHousing
allowance or residence for personal use
OPayments for business use of personal residence

OHealth or social club dues or 1n1t1abonfees
services (e.g., maid, chauffeur, chef)
QPersonal
b !f any of the boxes on 1,ne 1a are checked, 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
2
3
Did the organization require substant1at1onprior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a?
I---+---+--~
Indicate which, 1f any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director. Check all that apply Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain 1n Part Ill
[]
1---1_b-+---+---.
Compensation committee
Qwritten
employment contract
O Independent compensation consultant
Qcompensat1on
[]
[]Approval
Form 990 of other organizations
survey or study
by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization
or a related organization:
a Receive a severance payment or change-of-control payment?
b Part1c1patem, or receive payment from, a supplemental nonqualif1ed retirement plan?
c Part1c1pate1n, or receive payment from, an equity-based compensation arrangement?
If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item 1n Part Ill.
-----,4a
4b
4c
X
X
Only section 501(cX3) and 501(cX4) organizations must complete lines 5-9.
5
For persons listed 1n Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization?
b Any related organization?
If 'Yes' to line 5a or 5b, describe in Part Ill.
Sa
Sb
x
x
6a
6b
x
x
For persons listed in 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
Were any amounts reported 1nForm 990, Part VII, paid or accrued pursuant to a contract that was subJect
to the 1nit1alcontract exception described in Regulations section 53 4958-4(a)(3)?
If 'Yes,' describe 1nPart Ill
For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization?
b Any related organization?
If 'Yes' to line 6a or 6b, describe m Part Ill.
7
8
------
If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
9
section 53 4958-6(c)?
Schedule J (Form 990) 2012
9
TEEMIOl
12/10/12
11
[Partlf]Officers,
Donors
Trust!
52-2166327
Inc.
Page 2
Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies 1f add1t1onal space 1s needed.
For each 1nd1v1dualwhose compensation must be reported 1n Schedule J, report compensation from the organization on row (1) and from related organizations, described 1n the 1nstruct1onson
row (11). Do not list any ind1v1dualsthat are not listed on Form 990, Part VII.
Note. The sum of columns (8)(1)-(111)for each listed ind1v1dualmust equal the total amount of Form 990, Part VII, Section A, line la, applicable columns (D) and (E) amounts for that ind1v1dual
(B) Breakdown
of W-2and/or1099-MISC
compensation
(A) Name and Title
Whitney
L Ball
P_re s i de_o_t._____&___C_E_Q
Jeffrey
C. Zysik
2 .CY~ S_e_e_-Trea.s_.
(1) Base
(11)Bonus and
incentive
compensat,on
compensation
(C) Retirement
and other
deferred
compensation
(m)Other
reportable
compensat,on
Icolumns(B)(1)-(D)
(E) Total of
/<F)Compensation
reported as
(D) Nontaxable
benefits
deferred in prior
Form 990
~i!I__1ao_,ooo.J__ 27LSOJJLI ___ Q.l.- 20.L?so

...l_______ o.t_ 22aL2soi ______ o..
Q_, I _
_ Q_J__ __ o_._L
___ o.
_ o. _ _ o. ___ a_.
~i!I__ 1ss_,ooo.J__ 20Looo.l_______ oj-- 17Lsoo.l_______ o.t_ 192Lso-0J_____ o.
<11>
<n>
Q_,
I_
_ o. _
_o.
o. _
__
0_.
(i)
IOO
loo
loo
loo
loo
loo
ro
o_J_.___
__
---------1--------
-+ -
--
-+ -
--
+- -
--1
-+ -
--
-+ -
-1-
+- -
-+ -
--
-+ -
--
+ -
loo
-+-
--
+-
__,_
+- -
10
loo
11
loo
- - - - - --+ - - - - - - -
-1-
-+-
- - - - - -
-1-
-+--
12
loo
13
loo
14
loo
1-
-+- -
15
loo
-+- -
16
loo
ro
Q.
--1-
......-
--1-
- - - - -
--t-
ro
ro
ro
ro
1-
ro
ro ,_ ro -
- - - - - - - -+-
- - - - - -
-1-
+-
- - - - - -
--1-
+-
- - - - - -
--t-
ro -
- - - - - - - -+- - - - - - -
-1-
+- - - - - - -
-1-
+- - - - - - -
--t
--
--
+-
-1-
-+- -
--t-
--
+ -
-- -
---
-+- -
--t-
ro
ro
ro
BAA
TEEA4102
12/11112
Donors Trust
Sup~lemental Information
[l~illl
Inc.
Page 3
52-2166327
Complete this part to provide the information, explanation, or descriptions required for Part I, lines la, lb, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, for
Part 11. Also complete this part for any additional information.
BAA

TEEA4103
12/11/12
SCHEDULE M
OMS No 1545-0047
Noncash Contributions
(Form 990)
2012
... Complete if the or~anizations answered 'Yes' on

Form 990, art IV, lines 29 or 30.
... Attach to Form 990.
Donors
Trust,
Employer identilicallon number
52-2166327
Inc.
IPart I IITypes of Property

(a)
Check 1f
applicable
1
2
3
4
5
6
7
8
9
10
11
12
Open To Public
Inspection
Art - Works of art

Art - Historical treasures
Art - Fractional interests
Books and publicallons
Clothing and household goods
Cars and other vehicles
Boats and planes
Intellectual property
Securities - Publicly traded
Securities - Closely held stock
Securities - Partnership, LLC, or trust interests
Securities - Miscellaneous
(b)
Number of
contributions or
items contributed
(c)
Noncash contribution
amounts reported
on Form 990,
Part VIII, line lg
(d)
Method of determining
noncash contribution amounts
I
I
38
6.470,535.
Averaae
value
13 Qual1f1edconservation contribution Historic structures

14
15
16
17
18
19
20
21
Qualified conservation contribution - Other

Real estate - Res1dent1al
Real estate - Commercial
25
Other._
Real estate - Other

Collecllbles
Food inventory
Drugs and medical supplies
Taxidermy
22 Historical artifacts
23 Sc1ent1f1cspecimens
24 Archeolog1cal artifacts
26 Other._
27 Other._
28 Other._
------------------------------(
---------------(
)
)
29 Number of Forms 8283 received by the organization during the tax year for contributions for which the
organization completed Form 8283, Part IV, Donee Acknowledgement
29
I
Yes
30a During the year, did the organization receive by contribution any property reported 1nPart I, Imes 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 1nPart II
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contribut1ons7
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions?
b If 'Yes,' describe 1nPart II
33 If the organization did not report an amount in column (c) for a type of property for which column (a) 1schecked,
describe in Part II.
TEEM601
12/10/12
No
_J
---
30a
__J
31
32a
Schedule M (Form 990) 2012
Schedule M (Form 990) 2012 Donors

Trust,
Inc.
52-2166327
Page 2
l:P,ai:tJllli
SupplementalInformation.Complete this part to provide the 1nformat1onrequ,red by Part I, lines 30b, 32b, and 33,
and whether the organization 1sreporting 1nPart I, column (b), the number of contributions, the number of items
received, or a comb1nat1on of both. Also complete this part for any additional information.
_P!_l;_ _!.~n_e_~2_b____
Financial
Pt I col(b)
_____
This
Pt_!
col(b)
_____
donor
Pt I col(b)
_____
securities_if
BAA
is
institutions/brokers_
the
number_of
on a_:e_articular
received
used_to
sell_marketable
contributions_received
date._
May consist
on same date_as
TEEA4602
12110112
from
of_numerous
Eart_of
securities
a_unigue
___ _
________
different
same_contribution.
_____
___ _
Schedule M (Form 990) 2012
SCHEDULE O
OMS No 1545-0047
Supplemental Information to Form 990 or 990-EZ
(Form 990 or 990-EZ)
2012
Complete to provide information for responses to specific questions on

Form 990 or 990-EZ or to provide any additional information.
Employer idenbficat,on number
Name of the orgarnzat,on
Donors
Trust
52-2166327
Inc.
Pt_III,
Line
]_ - _ THE ORGANIZATION_TRANSFERRED
Pt
Line
3 ___
Pt_III,
Line
3 __ -~_!)_ '!'._l!_E_
fg\..f _tR.9~~-'!'._0_
Pt_ I I I,
Line
3 ___
III,
Open to Public
Inspection
Attach to Form 990 or 990-EZ.
SSP
THE CCAP,
NPS,
PROGRAMS_TO A FREE STANDING SUPPORTING
_S_'!'~DJ~~
~-F-~~
PFR AND - - - - - - - - - - - - - - OGRANIZATION ___________
J>:Q]!L]f _C~I_TJ
____________
Q_U_R_!~~_?Q'.h_2
~ ____________________________________________
Pt
VI,
Line
19 ___
IF
REQUIRED
TO BE DISCLOSED
Pt
VI,
Line
19 ___
REGULATION OR OTHER ADMINISTRATIVE
Pt
VI,
Line
19 ___ REQUEST AT ORGANIZATION'S
Pt
VI,
Line
llb
__ FORM_990 _REVIEWED BY_PRESIDENT
Pt
VI,_Line
llb
__ IN ADDITION,_FORM
Pt
VI,
Line
llb
__ COMMENTS. IF_ANY_ISSUES
Pt
VI,
Line
llb
__ REMEDIAL ACTION
Pt
VI,
Line
llb
__ FORM_900_IF
Pt
VI,_Line
3 ___
SOME_PROGRAMS LISTED_AT
Pt
VI,
Line
3 ___
DIRECT
Pt
VI,
Line
3 ___
RESEARCH,
Pt
VI,
Line
3 ___
PROGRAMS_IS
Pt
VI,
Line
3 ___
THE PROGRAM WHO HAS EXPERIENCE
Pt
VI,
Line
3 ___ ACTIVITY.
Pt
VI,
Line
3 ___
ORGANIZATION'S
Pt
VI, _ Line
3 ___
CONTRACTORS THAT_ OVERSEE_ OTHER INDEPENDENT
Pt
VI,
Line
3 ___ ARE:
Pt
VI,
Line
3 ___
Pt
VI,
Line
12c __ THE ORGANIZATION_ASKS
Pt
VI,
Line
12c __ ATTEST
Pt
VI,
Line
15a
990
IS
DESCRIPTION
----------------
RULE,_AVAILABLE
BY -------------
____________________________
CFO PRIOR
IS_DISTRIBUTED
TO_FILING.
_____________
TO ALL BOARD MEMBERS----------
ARE RAISED,
APPROPRIATE------------------
TAKEN, _INCLUDING
FILING
AN_AMENDED -------------
NECESSARY.-------------------------------------
SUPERVISION
NPS,
&
_
_
BY APPLICABLE_STATUTE,
OFFICE.
PART III_USE
INDEPENDENT
OF INDEPENDENT_ CONTRACTORS_ CARRYING OUT _________
WRITING AND OTHER ACTIVITY

THE RESPONSIBILITY
ASSOCIATED
OFFICERS._
CCAP,_PFR,_CCAF
WITH CERTAIN _______
OF AN INDEPENDENT
& EXPERTISE
EACH OF THESE CONTRACTORS IS
OF RESEARCH_OR
SUPERVISED
BY THE ___
_&
TM. _SEE
CONTRACTORS ____________
PART_II,_LINE
_
_
THE_POLICY
4 FOR-----------
HERE. _______________________
EACH BOARD MEMBER AND OFFICER
TO COMPLIANCE_WITH
CONTRACTOR MANAGING __
IN_THE_AREA
DIRECTLY
THE_PROGRAMS WITH INDEPENDENT------------
OF EACH PROGRAM LISTED
THE ORGANIZATION
CONTRACTORS. _______
TO ____________
ON AN ANNUAL BASIS ___________
_
_
_
HAS A COMPENSATION COMMITTEE COMPRISED
BAA ForPaperworkReductionAct Notice,seethe Instructionsfor Form990or 990-EZ.
TEEA4901
1218/12
Schedule O (Form 990 or 990-EZ) 2012
'I
f-
Page 2
Employer 1dentificallon number
52-2166327
Donors
Trust,
Inc.
Pt
VI,
Line
15a __ OF INDEPENDENT BoD MEMBERS THAT APPROVES SALARIES_ ON AN ___________
Pt
VI,
Line
15a __ ANNUAL BASIS_AFTER
Pt
VI-C,
Line
17 _AK,AL,AR,AZ,CA,CO,CT,DC,FL,GA,HI,IL,KS,KY,MA,MD,ME,
Pt
VI-C,
Line
17 _MI, MN, MO, MS, NC, ND, NH, NJJ NM,)1Y, OH, OK, OR, PA, RI, SC, TN, ______________
Pt
VI-C,
Line
1 7 _UT, VA, WA, WI, WV.__________________________________________
REVIEWING
COMPARABLES ______________________
BAA
---------------

TEEM902
12/8/12
OMB No 1545-0047
SCHEDULER
(Form 990)
2012
Related Organizations and Unrelated Partnerships

Open to Public
Inspection
Complete if the organization answered 'Yes' to Form 990, Part IV, line 33, 34, 35, 36, or 37.
Attach to Form 990. See separate instructions.
Donors
TrustL
Employer Identification number
I52-2166327
Inc.
IPart I !Identification
of Disregarded Entities (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (1f applicable) of disregarded entity
(b)
Primary act1v1ty
Trust.L _LLC __________________

(1) Donors
_ _ 109 N Henry_ St ____________________
(e)
End-of-year assets
(f)
Direct controlling
entity
.
Inactive
__ Alexandria,
VA 22314 ---------------
27-0704085
(2) Talent
MarketL LLC _________________
__ 109 N Henry_ St ____________________
__ Alexandria,
VA 22314 ---------------
27-0685825
(3) See Cont._Sheet
for Sch._RL Part
(d)
Total income
(c)
Legal domicile (state
or foreign country)
MD
Donors Trust
Inc.
MD
Donors Trust.
Inc.
.
.
Provide
administrative
suooort
services
I ______
------------------------------------------------------------------/ Parfll ) Identification of Related Tax-Exempt Organizations (Complete 1fthe organ,zat,on answered 'Yes' to Form 990, Part IV, line 34 because it had
one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization
(b)
Primary act1v1ty
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code
section
(e)
Public chari~ status
(If section 5 1(c)(3))
(f)
Direct controlling
entity
(~)
Sec51 (b)(l 3)
controlledentity?
Yes
Cagti tal Funcl, _Inc. ______

-- PO Box 1305 ----------------__ AlexandriaL
VA 22313 __________
54-1934032
(22 PrQj ect Liberty,
Inc. __________
_ _ 109 N_Henry St _______________
__ AlexandriaL
VA 22314 __________
27-3542181
No
(11 Donors
Grant
making
Direct
charitable
loroaram
activitv
MD
501 Cc\ l3\
5091al Ill Tvne 1 SO NIA
DE
501 Cc) (3)
5091al Ill Tvoe 1 SO NIA
<~-------------------------------------------------------------------------------<41__________________________
------------------------------------------------------BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA5001
12/28/ 12
Schedule R (Form 990) 2012
2012
Continuation Sheet for Schedule R
Continuation Page
Name of filing organization
Donors
Trust,
of
Employer ident11ication number
Inc.
52-2166327
lliiQII Continuationof Identificationof DisregardedEntities

I
(A)
Name, address, and EIN (1f applicable) of disregarded entity
Center
for Colle~
Affordabili~
&
Productivit_y
109 N Henry St ______________________

AlexandriaL
VA_22304 _________________
27-0949511
CCAF LLC
---------------------------------
109 N Henry St ______________________
AlexandriaL
45-1054185
(C)
Legal dom1c1le(state
or foreign country)
(B)
Primary activity
(D)
Total income
(E)
End-of-year assets
(F)
Direct controlling
entity
LLC
_
,Research,
educational
writing,
!MD
Donors Trust,
Inc.
!DE
Donors Trust~
Inc.
VA_22314 -----------------/Litigation
public
in
interest
the
TEEA5101
12/28112
Schedule R Cont (Form 990) 2012
Donors
ScheduleR(Form990)2012
IPart Ill IIdentification

.____
Trust,
Inc.
52-2166327
Page2
of Related Organizations Taxable as a Partnership (Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 34
....,because it had one or more related organ1zat1onstreated as a partnership during the tax year.)
(a)
(b)
(d)
(f)
(c)
(g)
(e)
Name, address, and EIN of

related organization
Primary act1v1ty
Legal
domicile
(state or
foreign
country)
Direct
controlling
entity
Predominant
income
(related,unrelated,
excluded
fromtax
undersections
512-514)
Share of total
income
Share of
end-of-year
assets
(h)
(i)
D1sproporCode V-UBI
t1onate
amount 1nbox
allocations? 20 of Schedule
K- 1 (Form
1065)
Yes No
(j)
General or
managing
partner?
Yes
(k)
Percentage
ownership
No
_{11_ - - - - - - - - - - - ..
----------------------------_!21_____________
---------------------------_!31_____________
----------------------------IPart IV
'-----'
I Identification of Related Organizations Taxable as a Corporation or Trust (Complete 1f the organization answered 'Yes' to Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(i)
(h)
(d)
(f)
(g)
(a)
(b)
(e)
(c)
Name, address, and EIN of related organization
Primary act1v1ty
Legal dom1c1le
(state or foreign
country)
Direct
controlling
entity
Type of entity
(C corp, S corp,
or trust)
Share of
total income
Share of end-ofyear assets
Percentage Sec512(b)(13)
entity?
ownership controlled
Yes
No
(1)
------------------------------------------------------------------------~----------------------------------------------------------------------(3)
-------------------------------------------------------------------------BAA
TEEA5002
12/28/12
IPart V ITransactions
1
Donors
Trust,
Inc.
52-2166327
Page 3
With Related Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 1f any entity 1slisted 1nParts II, Ill, or IV of this schedule.
During the tax year, did the organization engage 1n any of the following transactions with one or more related organizations listed
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity
b Gift, grant. or capital contribution to related organizat1on(s)
c Gift, grant, or capital contribution from related organ1zat1on(s)
Yes
,n
x
x
1a
1b
1c
1d
1e
Loans or loan guarantees to or for related organizat1on(s)

e Loans or loan guarantees by related organizat1on(s)
--
1f
1g
1h
f D1v1dendsfrom related organizat1on(s)

g Sale of assets to related organizat1on(s)
h Purchase of assets from related organizat1on(s)
i Exchange of assets with related organizat1on(s)
j Lease of fac1ht1es.equipment, or other assets to related organizahon(s)
No
Parts II-IV?
x
--
1i
1j
x
x
I_J
x
x
x
x
x
I
k Lease of facilities. equipment, or other assets from related organizat1on(s)
1k
I Performance of services or membership or fundra1s1ngsolic1tat1onsfor related organizat1on(s)

m Performance of services or membership or fundra1s1ngsolic1tat1onsby related organizat1on(s)
n Sharing of facil1t1es.equipment, mailing lists, or other assets with related organizat1on(s)
o Sharing of paid employees with related organ1zat1on(s)
11
1m
10
--
--
r Other transfer of cash or property to related organizat1on(s)
1r
1s
s Other transfer of cash or property from related organ1zat1on(s)

2
1p
1q
..
Reimbursement paid by related organizat1on(s) for expenses
x
x
1n
p Reimbursement paid to related organizat1on(s) for expenses
x
x
x
_J
--
x
x
_J
x
x
If the answer to any of the above 1s 'Yes,' see the 1nstruct1onsfor 1nformat1onon who must complete this line, 1nclud1ngcovered relat1onsh1psand transaction thresholds.
(a)
(b)
(c)
(d)
Method of determining
Name of other organization
Transaction
Amount involved
type (a-s)
amount involved
(1)N/A - No controlled
entities
as defined
by
IRC sec
512
(b) (13)
(2)
(3)
(4)
(5)
(6)
BAA
TEEA5003
12/28112
'!'
II
11
IParfVf]
Donors
Trustt.
Inc.
Page 4
52-2166327
Unrelated Organizations Taxable as a Partnership (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 37.)
Provide the following 1nformat1on for each entity taxed as a partnership through which the organization conducted more than five percent of its act1v1t1es(measured by total assets or gross
revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
(c)
Primary act1v1ty
Legal dom1c1le
(state or foreign
country)
(e)
(d)
(f)
Predominant
Areall partners
Share of
income
section
total income
501(c)(3)
(related, unrelated, excluded organizations?
from tax under
section 512-514) Yes No
(g)
Share of
end-of-year
assets
(h)
D1sproport1onate
allocations?
(i)
Code V-UBI
amount in box
20 of Schedule
(j)
General or
managing
partner?
(k)
Percentage
ownership
K-1
Form (1065)
Yes
No
Yes
No
(1)
------------------------------------------------(2)
------------------------------------------------(3)
-------------------------------------------------
(4)
------------------------------------------------(5)
-------------------------------------------------
(6)
------------------------------------------------(1)
------------------------------------------------(8)
------------------------------------------------BAA
TEEA5004
12/28/12
Donors
Trust,
Inc.
52-2166327
Page 5
!Uiar.t\V.HI
SupplementalInformation
Complete this part to provide add1t1onalinformation for responses to questions on Schedule R
(see instructions).
BAA
TEEA5005
12128/12
Donors Trust, Inc.
52-2166327
Schedule O (Form 990), Supplemental Information to Form 990

Form 990, Page 2, Part Ill, Line 1 (continued)
Briefly describe the organization's m1ss1on:
PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH,
ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE.
Schedule O (Form 990), Supplemental Information to Form 990

Form 990, Page 2, Part Ill, Line 4d (continued)
Describe the organization's program service accomplishments for each of its three largest program
services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to
report the amount of grants and allocations to others, the total expenses, and revenue, 1f any, for
each program service reported.
Code:
Description: DAN SEARLE FELLOWSHIPS IN ECONOMICS (DSEFP).
Expenses
332, 311.
FELLOWSHIP FUNDS ARE AWARDED TO UNIVERSITIES
FOR NEWLY
Grants Of
307, 500.
MINTED PHDS INTERESTED IN SPENDING TWO YEARS AS POSTRevenue
O. DOCTORAL RESEARCH ASSISTANCE.
Code: ___
Expenses
Grants Of
Revenue
Description:
503,049.
391, 482.
Code: ___
Expenses
Grants Of
Revenue
Description:
553, 362.
203,293.
10, 000.
Code: ___
Expenses
Grants Of
Revenue
Description:
128, 502.
O.
Code: ___
Expenses
Grants Of
Revenue
Description:
137, 837.
131, 7 5 6.
O
O.
THE SUPPLY SIDE PROJECT (SSP).

THE SUPPLY SIDE PROJECT DEVELOPS AND ADVANCES
FUNDAMENTAL MARKET-BASED REFORM PROPOSALS FOR
SOCIAL SECURITY,
MEDICADE, MEDICARE, WELFARE AND
HEALTH CARE. SSP WAS TRANSFERRED TO A SUPPORTING
ORGANIZATION DURING 2012.
CENTER FOR CLASS ACTION FAIRNESS (CCAF) CONTRACTS WITH
ATTORNEYS TO PROVIDE PRO BONOREPRESENTATION OF CONSUMERS,
SEEKS TO INCREASE NET AWARDS TO CLASS MEMBERS THROUGH
OBJECTIONS TO SETTLEMENTS PRODUCING EXCESSIVE FEES.
ADDITIONAL GOAL IS REDUCTION OF MERITLESS SUITS
AS ATTORNEYS AWARENESS OF WATCHDOG ROLE INCREASES.
ESTABLISHED AS FREE STANDING 50l(C)
(3) DURING 2012.
TALENT MARKET (TM) A FREE TALENT RECRUITMENT PROGRAM
AVAILABLE TO CHARITIES
WHOSE MISSIONS ALIGN WITH
DONORSTRUST'S CHARITABLE MISSION.
0.
NEW PHILANTHROPY STUDIES
(NPS).
THE PROJECT FOR NEW PHILANTHROPY
STUDIES ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS

ACHIEVING SOCIAL COOPERATION AND DISTRIBUTION
OF PRIVATE AND PUBLIC GOODS -
NPS WAS TRANSFERRED TO A FREE STANDING ORGANIZATION
Code: ___
Expenses
Grants Of
Revenue
Description:
43, 487.
41, 5 6 9
O.
SEEKING
TO BETTER UNDERSTANDTHE ROLE OF VOLUNTARYACTION AND PHILANTHROPY IN
MISCELLENOUS
PROGRAM ACTIVITY
DURING 2012.
EXPENDITURES.
Donors Trust, Inc.
52-2166327
Supporting Statement of:
Form
990 p 9/Noncash
Description
Marketable
Amount
securities
6,470,535.
Total
6,470,535.
Form
990 p 9/Line
2 Rev Exel
from
Tax-4
Description
Previous
year
audit
Amount
adjustment
13,925.
Total
13,925.
Form
990 p 11/Line
11,
column
(A)
Description
Various
publicly
traded
Amount
secrurities
5,426,007.
Total
5,426,007.
Sch.
B, page
2 (Copy
!)/Contribution
arnount-3
Description
Cash
Marketable
Amount
2,600,665.
1, 729, 695.
securities
4,330,360.
Total
Sch.
B, page
2 (Copy
2)/Contribution
Description
Cash
Marketable
Total
securities
arnount-2
Amount
166,455.
1,559,443.
1,725,898.
..
Donors Trust, Inc.
52-2166327
(
I
I
Sch.
B, page
2 (Copy
2)/Contribution
amount-4
Amount
Description
Cash
Marketable
600,000.
506,947.
securities
1,106,947.
Total
Sch D, page
2/Part
V, line
le
col
(b)
Amount
Description
Direct
program
1,712,039.
expenses
1,712,039.
Total
Sch D, page
2/Part
V, line
le
col
(c)
Amount
Description
Program
related
direct
1,912,824.
expenses
1,912,824.
Total
Sch D, page
2/Part
V, line
le
col
(d)
Amount
Description
Program
related
direct
976,327.
expenses
976,327.
Total
Sch D, page
2/Part
V,
line
le
Description
Program
Total
related
direct
expenses
col
(e)
Amount
1,103,256.
1,103,256.
Donors Trust, Inc.
52-2166327
Sch D, page
4/Part
XI,
Line
4b
Description
Legal fee recovery
expense
Total
reduction
treated
for
as revenue
Amount
for tax purposes
and
10,000.
book purposes
10,000.
----------------~
\.,.
I
Additional Information For Tax Return

Donors Trust, Inc.
I
I
Form 990 p 6: Line 17-2

See Schedule O for list of states.
52-2166327

DonorsTrust522166327 2012 09d0d02dsearchable

Enviado por

Dados do documento

Título original

Direitos autorais

Formatos disponíveis

Compartilhar este documento

Compartilhar ou incorporar documento

Opções de compartilhamento

Você considera este documento útil?

Este conteúdo é inapropriado?

Direitos autorais:

Formatos disponíveis

DonorsTrust522166327 2012 09d0d02dsearchable

Enviado por

Direitos autorais:

Formatos disponíveis

990

, 2012, and ending

Open to. Public

... Theorganizationmayhaveto use a copyof this returnto satisfystatereportingrequirements

For the 2012 calendar year, or tax year beginning

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code

Return of Organization Exempt From Income Tax

109 North Henry Street

G Grossreceipts$ 58, 728, 084.

IL Yearof Formation 1999

I Trust I I AssociationI I Other...

Briefly describe the organ1zat1on's m1ss1on or most s1gnif1cant act1v1t1es: SUPPORT

Contributions and grants (Part VIII, line 1h)

Benefits paid to or for members (Part IX, column (A), line 4)

15 Salaries, other compens~f'- ,

(A), line 25)

Net assets or fund balances. Subtract line 21 from line 20

Underpenaltiesof perJury,I declar_~

Total assets (Part X, line 16)

Revenue less expenses. ~ ubtrac,t,, ip~-_ur;ti:om

olumn (A), lines 5- 10)

Form 990 (2012)

-, -....UP,ar:tJlllIStatement of Program Service Accomplishments

Check 1fSchedule O contains a response to any question in this Part Ill

THE PROJECT ON FAIR REPRESENTATION_(PFR)

4 d Other program services (Describe in Schedule 0.)

Form 990 (2012)

Is the organization required to complete Schedule B, Schedule of Contnbutors (see instructions)?

permanent endowments, or quasi-endowments? If 'Yes,' complete Schedule D, Part V

13 Is the organization a school described in section 170(b)(l)(A)(11)? If 'Yes,' complete Schedule E

Form 990 (2012)

Form 990 (2012)

If 'Yes,' complete Schedule L, Part IV

Did the organization receive more than $25,000 1n non-cash contributions'

If 'Yes,' complete Schedule M

Check 1f Schedule O contains a response to any question 1nthis Part V

Check 1f Schedule O contains a response to any question in this Part VI

Section A Govermnq Body and Manaqement

10a Did the organization have local chapters, branches, or affiliates?

Form 990 (2012)

Check 1f Schedule O contains a response to any question ,n this Part VII

Posotoon(do not check more than

Form 990 (2012)

Form 990 (2012) Donors

rPart VII IISection A. Officers,

Name and title

For any 1nd1v1dual

Section B. Independent Contractors

OH 45701 Research, writing, speaking,and a

Check 1f Schedule O contains a response to any question in this Part VIII

g Noncashcontributionsincludedm Ins 1a-lf

h Total. Add Imes 1a-1 f

f All other program service revenue

g Total. Add lines 2a-2f

Investment income (including d1v1dends, interest and

Income from investment of tax-exempt bond proceeds

d Net rental income or (loss)

11, 168. 877.

d Net gain or (loss)

8 a Gross income from fundra1s1ng events

See Part IV, line 18

b Less direct expenses

c Net income or (loss) from fundra1smg events