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Return of Organization

..

A Forthe 2005 calendaryear, or lax year beginning

SEP 1,

20 05

and ending

B Check
11 PleaseC Nameof organization
applicable use
IRS
labelor
DAddress
FOR HUMANE STUDIES
change pnntor INSTITUTE
type
DName
change See Numberandstreet(or PO box 1fmallis not deliveredto streetaddress)
olnrllal
3301 FAIRFAX DRIVE, SUITE 450
return Specific
lnstrucDFlnal
Cityor town,stateor country,and ZIP+ 4
tlons
return
DArnended
VA 22201-4432
!ARLINGTON,
return
DAppllcatJon Section501(c)(3) organizationsand 4947(a)(1)nonexemptcharitabletrusts
pending
must attacha completedScheduleA (Form990 or 990-EZ)

G
K

AUG 31,

No 1545-0047

2005

Undersection501(c), 527, or 4947(a)(1)of the InternalRevenueCode(exceptblack lung


benel1ttrusl or private foundation)
~ Theorganizationmayhaveto usea copyof this returnto satisfystatereportingrequirements

Jt theTreasury
Department
Internal
Revenue
service

OMB

Exempt From Income Tax

Opento Pllhllc

lnsitllcih)n

2006
D El"!lployerIdentificationnumber

94-1623852

IRoom/suite ETelephonenumber

703-993-4880

rrethod:
D
F Aa:ounbng
D
2g,~1M~

Cash[X] Accrual

Hand I are not appltcable to section 527 organizations.


H(a) Is this a group returnfor affiliates? Dves
IXJNo
N/A
Website:~WWW.THE I HS. ORG
H(b) If "Yes,'enternumberof affiliates~
Organizationtype (checkonly
one)~ [X] 501(c) ( 3
) ..... Onsertno)
4947(a)(1)orD
527 H(c) Are all affiliatesincluded? N/A
Dves
DNo
(If "No,'attacha list)
Checkhere ~
1fthe organization'sgross receiptsarenormallynot morethan $25,000 The
H(d) Is this a separatereturnfiled by an oroamzat1on
coveredbv a oroup rulmo? Dves
organizationneednot file a returnwith the IRS,but 1fthe organizationchoosesto file a return,be
IXJNo
sureto file a completereturn Somestates require a completereturn
N/A
I GrouoExemot1on
Number~
M Check~
1fthe organizationis not requiredto attach
Sch 8 (Form990, 990-EZ,or 990-PF)
3.814.679.
Grossreceipts Add Imes6b, Bb,9b, and 10bto lme12 ~

! Part t l Revenue, Expenses, and Changes in Net Assets or Fund Balances


1
a
b
c
d

!?'=

~
(c:,

r,.J

C\2
C\.2

2
3
4
5
6a
b
c
7
8 a

<
--,
0
UJ

z
zc((

ij
~

>
~

a:

b
c
d
a

u,

Q.
)(

b
c
1o a
b
c
11
12
13
14
15
16
17

18
u,
-;a> 19
z!:l
20
<(
21
523001

02-03-06

2,935,448.
517,449.

1d
2
3
4
5

65,482.
55,108.

6c
7

1,091.

Bd

u,

Contnbut1ons,
gifts, grants,and s1m1lar
amountsreceived
2,935,448.
1a
Directpublicsupport
1b
Indirectpublicsupport
1c
Governmentcontnbut,ons(grants)
2,870,072.
65,376.)
noncash$
Total (addImes1a through1c) (cash$
Programservicerevenuemcludmggovernmentfeesand contracts(from PartVII, lme93)
Membershipduesandassessments
Intereston savingsandtemporarycashinvestments
D1v1dends
and interestfrom secunt1es
6a
Grossrents
6b
Less rentalexpenses
Net rentalincomeor (loss)(subtractlme6b from lme6a)
\
other investmentincome(describe~
IB\ other
IA\ Secunt1es
Grossamountfrom salesof assetsother
215,550.
Ba
than inventory
214,459.
Bb
Lesscost or otherbasisandsalesexpenses
1.091.
Be
Gamor (loss) (attachschedule)
STMT 1
Netgamor (loss) (combinelmeBe,columns(A) and (8))
Specialeventsandact1v1t1es
(attachschedule)If anyamount1sfrom gaming,checkhere ~
of contnbut1ons
Grossrevenue(not mcludmg$
I 9a
reportedon lme1a)
9b
Less directexpensesotherthan fundra1smg
expenses
Net incomeor (loss)from specialevents(subtractlme9b from lme9a)
1oa
Grosssalesof inventory,less returnsandallowances
10b
Less cost of goodssold
Grossprofit or (loss)from salesof inventory(attachschedule)(subtractlme 10bfrom lme10a)
..
Otherrevenue(from PartVII, lme 103)
R2c.r:::tv,,, ......
:1
'--'
Total revenueladd Imes1d 2 3 4 5 6c 7 Bd 9c 10c and 11\
..
Programservices(from lme44, column(8))
0
KO
\"
Managementandgeneral(from lme44, column(C))
. n'.'.
Fundra1smg
(from lme44, column(D))
Paymentsto affiliates(attachschedule)
"n
~-,'
Total exoensesladd Imes16 and44 column(All
Excessor (def1c1t)
for theyear(subtractlme 17from lme12)
..
Net assetsor fund balancesat begmnmgof year(from lme73, column(A))
other changesm netassetsor fund balances(attachexplanation)
$EE STATEMENT 2
Net assetsor fund balancesat endof year(combineImes18, 19,and20)
..

.I

JAN

2007 }w

9c

10c
11
12
13
14
15
16
17
18
19
20
21

.,...:__
oao-.:=;v---'-i
.,_YI_,~-,;.,.

LHA

For PrivacyAct and PaperworkReductionAct Notice,seethe separateinstructions.

25,642.
3,600,220.
4,127,598.
250,720.
554,502.

4,932,820.
<1,332,600.
4,256,985.
<11,574.
2,912,811.

786783

!HS

2005.07000

INSTITUTE

>

Form990 (2005)

15291228

>

FOR HUMANE STUDIE !HS

13

INSTITUTE

Form 990 (2005)

Part

Stat~ment
, Functional

FOR HUMANESTUDIES

94-1623852

of
Expenses

Do not mctude amounts reported on /me


6b, Bb, 9b, 1Ob, or 16 of Part /.

(Bl Program

(A) Total

(Cl Management

services

$542, 732 noncash$

If this amount includes foreign grants, check here

(0) Fundra1sing

and general

STATEMENT5

22 Grants and allocations (attach schedule)


(cash

e2

Pa

All organizations must complete column (A) Columns (B), (C), and (D) are required for section 501(c)(3)
and (4) organizations and section 4947(a)(1) nonexempt chantable trusts but optional for others

0.

542,732.

542,732.

285,817.
1,263,638.

112,753.
1,102,906.

105,846.
61,525.

67,218.
99,207.

88,143.
109,762.

72,259.
86,325.

6,430.
11,649.

9,454.
11,788.

22,647.

0.
13,129.
1,079.
1,215.
160,393.
17,665.
1,374.
148,278.
562.
302.

22

23 Specific assistance to 1nd1v1duals(attach


23

schedule)
24 Benefits paid to or for members (attach
schedule)

**

25 Compensation of officers, directors, etc

24
25

26 Other salanes and wages

26

27 Pension plan contributions

27

28 Other employee benefits

28

29 Payroll truces

29

30 Professional fundra1s1ng fees

30

31 Accounting fees

31

32 Legal fees

32

33 Supplies

33

34 Telephone

34

35 Postage and sh1pp1ng

35

36 Occupancy

36

37 Equipment rental and maintenance

37

38 Pnnting and publications

38
39

39 Travel
40 Conferences, conventions,

40

and meetings

41 Interest

41

42 Deprec1at1on, depletion, etc (attach schedule)

42

o.
o.

22,647.
13,129.
30,114.
12,476.
223,569.
147,211.
11,706.
259,472.
254,129.
1,385,161.

25,901.
9,898.
62,293.
110,409.
8,843.
111,194.
253,220.
1,383,101.

42,072.

31,554.

5,469.

5,049.

241,042.

214,210.

9,043.

17,789.

250,720.

554,502.

0.
3,134.
1,363.
883.
19,137.
1,489.
347.
1,758.

43 Other expenses not covered above ~tem1ze)

43a

43b

43c

43d

43e

I
g

431

SEE STATEMENT 3

44 Total functional

43a

expenses. Add lines 22

through 43. (Organizations completing


columns (B)(D), carry these totals to lines
13-15)

44

Joint Costs. Check

4,127,598.

4,932,820.

1fyou are following SOP 982.

reported in (B) Program services?


Are any 1ointcosts from a combined educational campaign and fundra1singsol1c1tat1on
If "Yes,' enter (i) the aggregate amount of these Jointcosts$
( iii) the amount allocated to Management and general $

**

NI A
NI A

. (ii)
I

the amount allocated to Program services$ __

and (iv) the amount allocated to Fundra1smg$

Yes [][]

No

NI A
NI A

___.:;"-'-;':...c_--

Form 990 (2005)

SEE STATEMENT 4

523011
02-03-06

15291228

786783

IHS

2005.07000

INSTITUTE FOR HUMANESTUDIE IHS

INSTITUTE FOR HUMANESTUDIES

Form990 2005

Part

m Statement

of Program Service Accomplishments

94-1623852

Page3

(See the instructions)

Form 990'is available for public 1nspect1onand, for some people, serves as the primary or sole source of 1nformat1onabout a particular organization.
How the public perceives an organization 1nsuch cases may be determined by the 1nformat1onpresented on its return. Therefore, please make sure the
return 1scomplete and accurate and fully describes, in Part Ill, the organ1zat1on'sprograms and accomplishments.
What is the organ1zat1on's primary exempt purpose? ~

SEE STATEMENT 7

ProgramService
Expenses

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

(Requiredfor 501(c)(3)
and (4) orgs, and
4947(a)(1) trusts; but
optional for others )

SEE STATEMENT 6

$
7 , 9 0 9 l If this amount includes fore1an arants check here ~ D
!Grants and allocations
b ADVANCEDACADEMIC PROGRAMS - THE ADVANCEDACADEMIC PROGRAMS
DEPARTMENT WORKS TO DEVELOP TALENTED YOUNG PEOPLE WHO ARE
INTERESTED IN CAREERS IN ACADEMIA. IT ACCOMPLISHES THIS
THROUGH MENTORING, CAREER DEVELOPMENT SEMINARS,
SCHOLARSHIPS, FELLOWSHIPS, FOCUSED RESEARCH WORKSHOPS, AND
STRATEGIC GRANTS.
$
4 6 0 , 7 4 4 . l If this amount includes fore1an arants check here ~ D
!Grants and allocations
c COMMUNICATORSPROGRAM- THE COMMUNICATORSPROGRAMDEPARTMENT
ASSISTS YOUNG PEOPLE INTERESTED IN CAREERS IN POLICY,
JOURNALISM, AND CREATIVE MEDIA. THE DEPARTMENTACCOMPLISHES
THIS THROUGH SCHOLARSHIPS, INTERNSHIPS, STRATEGIC GRANTS,
EDUCATIONAL SEMINARS, MENTORING AND NETWORKING.
$
7 4 , 0 7 9 l If this amount includes fore1an arants check here ~ D
(Grants and allocations
d STUDENT MARKETING - THE STUDENT MARKETING DEPARTMENTMARKETS
IHS'S PROGRAMS TO STUDENTS AND INTRODUCES NEW AUDIENCES TO
THE IDEAS OF LIBERTY, THROUGH PRINTED MATERIALS, E-MAILS,
WEBSITES, DIRECT MAIL, NETWORKING, AND PAID ADVERTISEMENTS.

1,667,088.

982,525.

773,618.

check here

422,760.

Other program services (attach schedule)

(Grants and allocations


$
l If this amount includes fore1on arants. check here
Total of Program Service Expenses (should equal line 44, column (B), Program services)

281,607.
4,127,598.

(Grants and allocations

0 l If this amount includes fore1on arants


SEE STATEMENT 8

Form 990 (2005)

523021
02-03-06

15291228

786783

IHS

2005.07000

INSTITUTE FOR HUMANESTUDIE IHS

FOR

INSTITUTE

Form 990 (2005)

I Part 1VI Balance Sheets

HUMANE

94-1623852

STUDIES

(A)

(B)

Begmnmg of year

End of year

Note: Where reqU/red, attached schedules and amounts within the descnpt1on column

should be for end-of-year amounts only.

45

Cash noninterestbearing

46

Savings and temporary cash investments

47 a Accounts

48 a Pledges receivable
b Less: allowance for doubtful accounts

48a

Cl)
Cl)

Grants receivable

54

49

471,869.

51c

51b

52

Inventories for sale or use

8, 451.
962,008.

Prepaid expenses and deferred charges


securitreSTMT

Investments

55 a Investments
equipment:

FMV

53
54

42,100.
905,370.

55a

basis

Investments

[XI

..,. Dcost

land, bu1ld1ngs, and

b Less: accumulated
56

187,794.

50

I 51a I

b Less: allowance for doubtful accounts


53

47c

Receivables from officers, directors, trustees,

51 a Other notes and loans receivable


52

287,405.
1,011,592.

48c

190,000.

Cl)

GI

469,277.

48b

and key employees

<(

46

45

187,794.

47a

receivable

b Less allowance for doubtful accounts

50

..

470,912.
2,193,193.

47b

49

Page4

(See the mstruct,ons)

5511

deprec1at1on
SEE

other

I 5;a I

basis

57 a Land, bu1ld1ngs, and equipment:

57b

b Less. accumulated deprec1at1on


Other assets (describe .... OTHER
58

55c

120,000.

10
602,490.
469,191.

STATEMENT

83,894.
3.000.

4,500.735.
197,421.

56
57c
58
59

59

Total assets lmust eaual lrne 74\ Add Imes 45 throuah 58

60

Accounts

61

Grants payable

61

62

Deferred revenue

62

63

Loans from officers, directors, trustees, and key employees

payable and accrued expenses

60

120,000.
133,299.
3,000.
3,162,429.
203,006.

Cl)

GI

:.a
CV

63
64a

64 a Tax-exempt bond hab1l1t1es

64b

b Mortgages and other notes payable

::i

65

Other l1ab1l1t1es
(describe .... GI FT

66

Total liabilities.

Organizations

ANNUITY

Add lines 60 throunh 65\

that follow SFAS 117, check here ....

[XJ

46.329.

65

46,612.

243,750.

66

249,618.

and complete lines

67 through 69 and lines 73 and 74.


Cl)

GI

67

Unrestricted

CV

68

Temporarily restricted

69

Permanently restricted

u
c

iii
m
"O
c
::::,
u..

..
0

Cl)

-;

Cl)
Cl)

..
z
<(

GI

Organizations

that do not follow SFAS 117, check here

2,860,403.
1,289,362.
107,220.

....Dand

67
68
69

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

complete lines 70 through 74 .


70

70

Capital stock, trust principal, or current funds

71

Pardrn or capital surplus, or land, burldmg, and equipment fund

72

Retained earnings, endowment,

73

Total net assets or fund balances (add Imes 67 through 69 or Imes 70 through 72,

74

column (A) must equal lme 19, column (B) must equal lme 21)
Total liabilities and net assets/fund balances. Add Imes 66 and 73

accumulated

71
72

income, or other funds

..
..

4.256,985.
4,500.735.

73
74

2,912,811.
3,162,429.
Form 990 (2005)

523031

02-00-06

15291228

786783

!HS

2005.07000

INSTITUTE

FOR

HUMANE

STUDIE

!HS

INSTITUTE

Form990(2005J

Part IV-A

Reconciliation

FOR HUMANESTUDIES

94-1623852

of Revenue per Audited Financial Statements

Pa e5

With Revenue per Return (See the

m~truct,ons.)
I

Total revenue, gains, and other support per audited financial statements

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


b1

1 Net unrealized gains on investments


2 Donated services and use of facll1t1es

<11,574.

>

b2
b3

3 Recovenes of prior year grants


4 Other (specify)

b4

Add lines b1 through b4

Subtract line b from line a

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

Add lines d1 and d2

Reconciliation

of Expenses per Audited Financial Statements

Total expenses and losses per audited financial statements

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

3,600,220.

With Expenses per Return

4,932,820.

a
b1

1 Donated services and use of fac11it1es


2 Pnor year adjustments reported on Part I, line 20

b2

3 Losses reported on Part I. line 20

b3
b4

4 Other (specify):
Add lines b1 through b4
Subtract line b from line a

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

o.

..

4,932,820.

Id1 I

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

d2

2 Other (specify):
e

0.

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

o.

Add lines d1 and d2


Total exoenses (Part I line 1?l. Add lines c and d

I Part V-Al

>

d2

2 Other (specify):
e

<11,574.
3,600,220.

Id1 I

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

! Part IV-Bl

3,588,646.

4,932,820.

Current Officers, Directors, Trustees, and Key Employees (List each person who was an officer, director, trustee,
or key employee at any time during the year even 1fthey were not compensated) (See the mstruct1ons.)
(B) Title and averagehours (C) Compensation (D)Contnbubons to
(E) Expense
benefit
(A) Nameand address
per weekdevotedto
accountand
(II not paid, enter employee
plans & deferred
pos1t1on
-0-.)
compensabon plans other allowances

MARTY ZUPAN
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4411
GARY D. LEFF
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4411
LEONARD LIGGIO
3301 NORTH FAIRFAX DRIVE,
ARLINGTON, VA 22201-4411

PRESIDENT
SUITE 450
40.00
203,000.
SECRETARY/TREIASURER

3,786.

0.

20.00
IDIST. SR.

3,832.

o.

SUITE 450
54,500.
SCHOLAR

SUITE 450
10.00

19,856.

o.

843.

----------------------------------------------------------------SEE ATTACHED LIST OF NON-COMPENSATED


OFFICERS AND DIRECTORS.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Form 990 (2005)


523041 02-03-06

15291228

786783

!HS

2005.07000

INSTITUTE

FOR HUMANESTUDIE !HS

INSTITUTE FOR HUMANE STUDIES


Form 990 (2005)
! Part v..A.1 Current Officers, Directors, Trustees, and Key Employees

94 - 1623852

Page6

Yes No

(continued}

75 a EntE!rthe total number of officers, directors, and trustees permitted to vote on organ1zat1onbusiness at board

12

meetings

b Are any officers, directors, trustees, or key employees listed 1nForm 990, Part VA, or highest compensated employees
llsted 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A,
Part llA or llB, related to each other through family or business relat1onsh1ps? If 'Yes,' attach a statement that identifies
the 1nd1v1dualsand explains the relat1onsh1p(s)

Do any officers, directors, trustees, or key employees listed In Form 990, Part VA, or highest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed 1nSchedule A,
Part llA or llB, receive compensation from any other organ1zat1ons, whether tax exempt or taxable, that are related to this
organ1zat1on through common superv1s1on or common control?

75b

75c

Note. Related organ1zat1ons include section 509(a)(3) supporting organizations.


If 'Yes," attach a statement that 1dent1f1es
the md1v1duals,
explamsthe rela!lonsh1pbetweenthis organizationand the other organizat1on(s),and
descnbes the compensation arrangements,mcludmg amounts paid to each mdlVldualby each relatedorganization
d Does the organ1zat1on have a written conflict of interest policy?

I Part V-B l

75d

Form':r Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (descnbed below) dunng
the year, list that person below and enter the amount of compensation or other benefits m the appropnate column. Seethe mstruct1ons.)
(D) Contnbutlons to
(E) Expense
(B) Loans and Advances (C) Compensation employee benefit
(A) Nameand address
account and
plans & deferred
NONE
comoensat1on clans other allowances

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------! Part VI I

Other Information

Yes No

(See the instructions)

76

Did the organization engage 1nany act1v1tynot previously reported to the IRS? If 'Yes,' attach a detailed
descnpt1on of each actrv1ty

76

71

Were any changes made 1nthe organizing or governing documents but not reported to the IRS?

71

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


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

78a

N/_A

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

Was there a hqu1dat1on,d1ssolut1on, term1nat1on, or substantial contraction dunng the year? If 'Yes,' attach a statement

78b

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

N/A
and check whether 1t 1s

81 a Enter direct or indirect political expenditures

(See line 81 1nstruct1ons.)

b Did the oroan1zat1on file Form 1120-POL for this vear?

D exempt or D
I a1a I

..

x
x

8Da

nonexempt

0.
..

523161/02-03-06

79

80 a Is the organization related (other than by assoc1at1on with a statewide or nat1onw1deorganization) through common
b If 'Yes,' enter the name of the organization~

81b
Form990 (2005)

15291228

786783

IHS

2005.07000

INSTITUTE

FOR HUMANE STUDIE IHS

INSTITUTE

Form 990 (2005)

! Part

VI

I Other Information

9 4 -16

FOR HUMANE STUDIES

2 3 85 2

(contmued)

Page 7
Yes No

82 a Did the organ1zat1onreceive donated services or the use of materials, equipment, or fac11it1es
at no charge or at substantially
less than fair rental value?

82a

b If 'Yes, you may 1nd1catethe value of these items here. Do not include this
amount as revenue 1nPart I or as an expense 1nPart II.

I 82b I

(See 1nstruct1ons 1nPart Ill)

N/A

83 a Did the organization comply with the public 1nspect1onrequirements for returns and exemption applications?

X
X

83a

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

83b

N/ A

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

84a

t--"1----t---

b If 'Yes,' did the organ1zat1oninclude with every solic1tat1onan express statement that such contributions or gifts were not

N/ A
N/ A
N/ A

tax deductible?
85

501 (c}(4), (5), or (6) organ1zat1ons a Were substantially all dues nondeductible by members?

b Did the organization make only in-house lobbying expenditures of $2,000 or less?

~84-"'b-1---1--1-8~5~a-1---1--85b

t--"1----t---

lf 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year
c Dues, assessments, and s1m1laramounts from members

N/A
l-'-85~c'-l---------,------1

d Section 162(e) lobbying and political expenditures

N/A
t-8_5d--;-------,-------t

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

N/A
l-"-85"-'e"--+------------1

~8_51~------,------;

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

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

N/A
N/A

85q

N/A

85h

h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f
to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the
following tax year?
501(c)(7) organ1zat1ons. Enter. a lnit1at1onfees and capital contributions included on

86

87a
87b

N/A

86b

501(c}(12) orgamzat1ons Enter. a Gross income from members or shareholders

87

N/A
N/A
N/A

86a

line 12
b Gross receipts, included on line 12, for public use of club fac11it1es
b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them)
88

At any time dunng the year, did the organ1zat1onown a 50% or greater interest 1na taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301.7701 2 and 301.7701-3?
If 'Yes,' complete Part IX

88

89b

89 a 501(c}(3) orgamzat1ons Enter: Amount of tax imposed on the organ1zat1onduring the year under:
section 4911 ~

0 , section 4912 ~

0 , section 4955 ~

---------=-~

b 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit

transaction dunng the year or d1d 1tbecome aware of an excess benefit transaction from a pnor year?
If 'Yes,' attach a statement explaining each transaction
c Enter: Amount of tax imposed on the organization managers or disqualified persons dunng the year under
sections 4912, 4955, and 4958
d Enter: Amount of tax on line 89c, above, reimbursed by the organization
90 a List the states wrth which a copy of this return 1sfiled~
SEE STATEMENT 11
b Number of employees employed 1nthe pay penod that ,n-c-lu_d_e_s_M_a_r-ch-12-.-2-0_0_5---------~,-9-0-b~!----------3-0
91 a The books are m care of ~
Locatedat~

3301

_T_H_E_O_R_G_AN
__ I_Z_A_T_I_O_N
____________
FAIRFAX DRIVE,
SUITE 450,
ARLINGTON,

Telephoneno ~

(7

0 3 )

99

3-4

880

ZIP+4 ~ 22201-4411

VA

b At any time dunng the calendar year, d1d the organization have an interest in or a signature or other authonty

Yes No

over a financial account in a foreign country (such as a bank account, securities account, or other f1nanc1al
account)?
If 'Yes,' enter the name of the foreign country ~

91b

91c

N/ A

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

See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank
and Financial Accounts.
c At any time during the calendar year, d1dthe organization maintain an office outside of the United States?
If 'Yes,' enter the name of the foreign country ~
A
92

NI
------'-----------------------~

~o

Section 494 7(a)(1) nonexempt chantable trusts fl/mg Form 990 m fleu of Form 1041- Check here

and enter the amount of tax-exempt interest received or accrued during the tax year

92

N/A
Form 990

(2005)

523162
02-03-06

15291228

786783

IHS

2005.07000

7
INSTITUTE

FOR HUMANE STUDIE

IHS

INSTITUTE

Form 990 (2005)

I Part

VII

Paoe 8

Activities (See the instructions J


Unrelatedbusinessincome
(A)
(8)
Business
Amount
code

Note: Enter gross amounts unless otherwise


indicated

93 Program service revenue


a ADMINISTRATIVE
b

94 - 1623852

FOR HUMANE STUDIES

Analysis of Income-Producing

Excluded by section 512, 513, or514

(C)
Exclus1on

(E)
Relatedor exempt
functionincome

(D)
Amount

code

FEES

517,449.

c
d

e
f Med1care/Med1ca1dpayments
g Fees and contracts from government agencies
94 Membership dues and assessments
95 Intereston savingsandtemporarycashinvestments

96 Dividends and interest from securities


97 Net rental income or (loss) from real estate:
a debt-financed property
b not debt-financed property
98 Net rental income or (loss) from personal property
99 Other investment income
100 Gain or (loss) from sales of assets
other than inventory
101 Net income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
103 Other revenue:
a OTHER INCOME
b

14
14

65,482.
55,108.

18

1,091.

25,642.

c
d
e

0.

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


105 Total (add line 104, columns (B), (D), and (E))
Note: Lme 105 plus /me 1d, Part/, should equal the amount on /me 12, Part/.

I Part VIiii
Line No.

Relationship

121,681.

543,091.
6_6_4_,
....7_7_2_.

....___

of Activities to the Accomplishment

of Exempt Purposes (See the mstructions.)

Explainhow eachact1v1ty
for which income1sreportedin column(E) of PartVII contributedimportantlyto the accomplishmentof the orgamzatmn's
exemptpurposes(otherthan by providingfundsfor such purposes)

SEE STATEMENT 12

! Part IX I Information Regarding Taxable Subsidiaries and Disregarded Entities


(A)
Name,address,and EINof corporatmn,
oartnershio.or d1sreoarded
ent1tv

(C)
Natureof act1V1t1es

(8)

Percentageof
ownershminterest

(See the mstruct,ons.)


(D)
Totalincome

(E)
End-of-year
assets

%
%
%
%

N/A

! Part X I Information Regarding Transfers Associated with Personal Benefit Contracts

(See the instructions)

(a) Didthe orgamzatmn,


duringthe year,receiveanyfunds,directlyor indirectly,to paypremiumson a personalbenefitcontract?
(b) Didthe orgamzat1on,
duringthe year,paypremiums,directlyor indirectly,on a personalbenefitcontract?
Note: If "Yes" to (b), fife Form 8870 and Form 4720 (see mstruct1ons).

Dves
Oves

[Kl
[Kl

No
No

Please
Sign
Here
Date
CheckIf
Preparer's SSN or PTIN
Preparer's ~
selfPaid
s1gnature
l
\
'(
l--i.o,
employed .... D
Preparer'sI-Fi=-,rm:....,...,
-n-ame---:-(
-,----:::-=1-l::"~L.,.'--'==---::l-----"'---------------'-..:.....:..--!.....::....:--.Jl-._JC..::..:.:+E:..!IN-=-=....
--=--==w.._-------0
5
UseOnly yours 11
523163

02-03-06

NW, SUITE
20036

self-employed),
address, and
ZIP+ 4

600

Phoneno ....

15291228

786783

IHS

2005.07000
-

INSTITUTE

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

202

822-5000
Form990 (2005)

FOR HUMANE STUDIE IHS

Organization

SCHEDULE A
(Form 990 or 990,EZ)

OMB No 1545-0047

(ExceptPrivateFoundation)and Section501(e), 501(f). 501(k),


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

Supplementary

Department
of theTreasu,y
Internal
Revenue
Service
Nameof the organization

Compensation

lnformation-(See

2005

separate instructions.)

MUSTbe completedby the aboveorganizationsandattachedto their Form990 or 990-EZ


Employeridentificationnumber

INSTITUTE
Part I

Exempt Under Section 501 (c)(3)

FOR HUMANESTUDIES

94 1623852

of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees

(Seepage1 of the instructions List eachone If therearenone,enter'None')


(d) Contnbu~ons
to
(b) Titleandaveragehours
(a) Nameand addressof eachemployeepaid
benefit (e) Expense
(c) Compensation employee
perweekdevotedto
plans
& deferredaccountand other
morethan $50,000
pos1t1on
compensation
allowances

NIGEL ASHFORD, 3301 NORTH FAIRFAX DR, SR. PROGRAMOFFICER


40.00
64,600.
SUITE 450, ARLINGTON, VA 22201-4411
DR,
FAIRFAX
ACADEMIC
FROG.
3301
NORTH
DIR
AMANDABRAND,
40.00
76,600.
SUITE 450, ARLINGTON, VA 22201-4411
CHRIS MARTIN, 3301 NORTH FAIRFAX DR. DIR - SEMINARS
40.00
55,000.
SUITE 450, ARLINGTON, VA 22201-4411
DARIN LOWDER, 3301 NORTH FAIRFAX DR, DIR - MARKETI ~G
40.00
60,833.
SUITE 450, ARLINGTON, VA 22201-4411
CHAD THEVENOT, 3301 NORTH FAIRFAX DR, ~00
40.00
98,750.
SUITE 450, ARLINGTON, VA 22201-4411
Totalnumberof other employeespaid
over$50,000

I PartUAl

Compensation

3,430.

0.

3,601.

o.
o.
o.
o.

229.
3,835.
5,311.

of the Five Highest Paid Independent Contractors

for Professional Services

(Seepage2 of the instructmnsList eachone (whetherind1v1duals


or firms) If therearenone,enter'None')
(a) Nameand addressof eachindependentcontractorpaidmorethan$50,000

(b) Typeof service

(c) Compensation

-------------------------------------------NONE
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------

~I

Totalnumberof others receivingover


$50,000for professionalservices

I PartUB1

Compensation

of the Five Highest Paid Independent Contractors

for Other Services

(List eachcontractorwho performedservicesotherthan professionalservices,whetherindividualsor


firms If thereare none,enter'None' Seepage2 of the mstruct1ons)
(b) Typeof service

(a) Nameand addressof eachindependentcontractorpaidmorethan$50,000

THE HINKEY COMPANY


9058 EUCLID AVE., MANASSAS, VA 20110
ERESOURCES
1725 K STREET NW, SUITE 601, WASHINGTON, DC 20006

(c) Compensation

!PRINTING, MAILING,
!POSTAGE
247,213.
WEBSITE
MANAGEMENT
119,387.

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

~I

Totalnumberof othercontractorsreceivingover
$50,000for other services

s23101102-ro-os

LHA For PaperworkReductmnAct Notice,see the Instructionsfor Form990 and Form990-EZ.

ScheduleA (Form990 or 990-EZ)2005

15291228

786783

IHS

2005.07000

INSTITUTE FOR HUMANESTUDIE IHS

9 4 -16 2 3 8 5 2

!Part U1j

Statements About Activities

(Seepage2 of the instructions)

Page2

Yes No

Duringthe year,hasthe orgamzat1on


attemptedto influencenational,state.or local leg1slat1on,
includinganyattemptto influence
publicopinionon a leg1slat1ve
matteror referendum?If 'Yes,"enterthe totalexpensespaidor incurredin connectionwith the
..... $
$
(Mustequalamountson line 38, PartVI-A, or
lobbyingact1v1t1es
line i of PartVI-B)
Organizations
that madean electionundersection501(h) by filing Form5768must completePartVI-A Otherorganizations
checking'Yes' mustcompletePartVI-B ANDattacha statementgivinga detaileddescriptionof the lobbyingact1v1ties
2 Duringthe year,hasthe organ1zat1on,
eitherdirectlyor indirectly,engagedin any of the followingactswith anysubstantialcontributors,
trustees,directors,officers.creators,keyemployees.or membersof their fam111es,
or with anytaxableorgamzat1on
with whichany such
(If the answer to any question is "Yes,"
person1saff1l1ated
as an officer,director,trustee.ma1orityowner,or principalbenef1c1ary?
attach a deta1/ed statement explaming the transactions)
a Sale,exchange,or leasingof property?

2a

b Lendingof moneyor otherextensionof credit?

2b

c Furnishingof goods,services,or fac1l1t1es?

2c

d Paymentof compensation(or paymentor reimbursementof expenses1fmorethan $1,000)?SEE

PART V-A,

FORM 9 9 0

e Transferof anypart of ,ts incomeor assets?


3 a Doyou makegrantsfor scholarships,fellowships,studentloans,etc ? (If 'Yes,'attachan explanatmnof how
you determinethat rec1p1ents
qualifyto receivepayments)
SEE STATEMENT
b Doyou havea section403(b) annuityplanfor your employees?
c Dunngthe year,did the organizationreceivea contnbutmnof qualifiedrealpropertyinterestundersection170(h)?
4 a Didyou maintainanyseparateaccountfor part1c1pating
donorswheredonorshavethe rightto provideadvice
on the useor d1stnbut1on
of funds?
b Dovou orovidecreditcounselino.debt manaoementcredit repair or debt neoot1at1on
services?

IPart IV!

Reason for Non-Private

2d

2e

13

3a
3b
3c
4a
4b

x
x
x

Foundation Status (Seepages3 through6 of the instructions)

The orgamzat1on
1snot a pnvatefoundationbecause1t1s (Pleasecheckonly ONEapplicablebox )
A church,conventionof churches,or assoc1at1on
of churches Section170(b)(1)(A)(1)
5
6
A school Section170(b)(1)(A)(11)
(AlsocompletePartV)
A hospitalor a cooperativehospitalserviceorgamzat1on
Section170(b)(1)(A)(m)
7
A Federal,state,or localgovernmentor governmentalumt Section170(b)(1)(A)(v)
8
A medicalresearchorganizationoperatedin con1unct1on
with a hospital Section170(b)(1)(A)(m)Enterthe hospital's name, city,
9
andstate .....
10
An organizationoperatedfor the benefitof a collegeor universityownedor operatedby a governmentalunit Section170(b)(1)(A)(1v)
(Alsocompletethe SupportSchedulein PartIV-A)
11a [X]
An organizationthat normallyreceivesa substantialpart of its supportfrom a governmentalunit or from the generalpublic
Section170(b)(1)(A)(v1)(Alsocompletethe SupportSchedulein Part IV-A)
11b
A communitytrust Section170(b)(1)(A)(v1)(Alsocompletethe SupportSchedulein PartIV-A)
12
An organizationthat normallyreceives(1) morethan 331/3% of its supportfrom contributions,membershipfees,and gross
receiptsfrom act1V1t1es
relatedto its charitable,etc , functions- subJectto certainexceptions,and (2) no more than 331/3% of
its supportfrom grossinvestmentincomeand unrelatedbusinesstaxableincome(lesssection511 tax) from businessesacquired
by the organizationafterJune30, 1975 Seesection509(a)(2) (Alsocompletethe SupportSchedulein Part IV-A.)

D
D
D
D
D
D

D
D

13

An organizationthat 1snot controlledby anyd1squalif1ed


persons(otherthanfoundationmanagers)and supportsorganizationsdescnbedin
(1) lines5 through 12above,or (2) sections501(c)(4),(5). or (6), 1fthey meetthe test of section509(a)(2) Checkthe box that descnbes
the type of supportingorgamzat1on
.....
Type1
Type2
Type3
Providethe followinginformationaboutthe supportedorganizatmns(Seepage6 of the instructions.)

(b) Linenumber
from above

(a) Name(s)of supportedorganizat1on(s)

14

An organizationorganizedand operatedto testfor publicsafety Section509(a)(4) (Seepage6 of the instructions)

523111

02-ro-os

15291228

ScheduleA (Form990 or 990-EZ)2005

786783

IHS

2005.07000

10
INSTITUTE

FOR HUMANE STUDIE

IHS

ScheduleA(Form990or990EZ)2005 INSTITUTE FOR HUMANESTUDIES


94-1623852
Page3
Support Schedule (Complete only 1fyou checked a box on lme 10, 11, or 12.) Use cash method ofaccounting.
Note: You may use the worksheet m the mstroct1ons for convertm~ from the accroal to the cash method of accountmo.
Calendaryear(orhscalyear
(c) 2002
(a) 2004
(b) 2003
(d) 2001
beginningIn)
(e) Total
15 Gifts,grants,andcontnbut1ons
received(Do not includeunusual
2,933,555.
6,252,519.
4,510,284.
2,899,693.
!l rants Seelme28 )
16,596,051.
16 Membershipfeesreceived

!Part JV..A j

....

17

18

19
20
21

22
23
24
25
26

Grossreceiptsfrom adm1ss1ons,
merchandisesold or services
performed,or furnishingof
m anyactlVltythat 1s
faci11t1es
relatedto the organization's
chantable,etc, purpose
Grossincomefrom interest,
!l1v1dends,
amountsreceivedfrom
paymentson secunt,esloans(sec
t,on 512(a)(5)).rents,royalties,and
unrelatedbusinesstaxableincome
(lesssection511 taxes)from
businessesacquiredby the
organizationafterJune30, 1975
Netincomefrom unrelatedbusiness
activitiesnot includedm lme 18
Taxrevenuesleviedfor the
organization'sbenefitand either
paidto 1tor expendedon ,ts behalf

264,008.

17,477.

27,860.

30,117.

339,462.

91,917.

40,532.

15,598.

24,280.

172,327.

Thevalueof servicesor fac11it1es


furnishedto the organizationby a
governmentalumtwithoutcharge
Donot includethe valueof services
or fac1l1t1es
generallyfurnishedto
the publicwithoutcharge
Othermcome Attacha schedule
Donot includegamor (loss)from
960.
saleof capitalassets
Totalof Imes15 through22
3,290,440.
Lme23 mmuslme 17
3,026,432.
Enter1% of lme23
32,904.

SEE STATEMENT
2,123.
6,312,651.
6,295,174.
63,127.

26,298.
4,580,040.
4,552,180.
45,800.

14

109.
2,954,199.
2,924,082.
29,542.

....

29,490.
17,137,330.
16,797,868.

335,957

26a
Organizationsdescribedon lines 1Dor 11: a Enter2% of amountm column(e), lme24
Prepare
a
list
for
your
records
to
show
the
name
of
and
amount
contnbuted
by
each
person
(other
than
a
governmental
b
umt or publiclysupportedorganization)whosetotalgifts for 2001through2004exceededthe amountshownm lme26a
1,595,172

26b
Donot file this list with your return. Enterthetotal of all theseexcessamounts
16,797,868

26c
c Totalsupportfor section509(a)(1)test Enterlme24,column(e)
172,327.
19
d Add Amountsfrom column(e) for Imes 18
1,595,172.
29,490.
1,796,989

26b
26d
22
15,000,879

26e
e Publicsupport(lme26c mmuslme26dtotal)
89.3023%
I PublicsuooortoercentaaeI line 26e lnumeratorldivided bv lme 26c ldenominatorll
261
27
Organizationsdescribedon lme 12: a Foramountsincludedm Imes15, 16,and17 that werereceivedfrom a 'd1squal1fied
person,'preparea list for your
recordsto showthe nameof, andtotal amountsreceivedin eachyearfrom, each'disqualifiedperson Donot file this list with your return.Enterthesum of
suchamountsfor eachyear
NI A
(2004)
(2003)
(2002)
(2001)
persons'),preparea list for your recordsto showthe nameof,
b Foranyamountincludedin lme17 that wasreceivedfrom eachperson(otherthan'd1squal1fied
and amountreceivedfor eachyear,that wasmorethanthe larger of (1) theamounton lme 25 for the yearor (2) $5,000 (Includem the list organizations
descnbedm Imes5 through11b, as wellas md1v1duals
) Donot file this list with your return.Aftercomputingthe differencebetweentheamountreceivedand
the largeramountdescribedm (1) or (2), enterthe sum of thesedifferences(theexcessamounts)for eachyear NI A
(2004)
. (2003)
(2002)
(2001)
c Add Amountsfrom column(e) for Imes
N/A
.... 27c
17~~~~~~~N/A
d Add Line27atotal
.... 27d
and lme27b total
N/A
e Publicsupport(line27ctotal mmuslme27dtotal)
.... 27e
f Totalsupportfor section509(a)(2)test Enteramounton fine23, column(e)
....
271
NI A
g Public support percentage {line 27e (numerator) divided by line 27f (denominator))
.... 27
N/ A
%
h Investment income ercenta e line 18 column e numerator divided b line 27f denominator
.... 27h
N/ A
%
28 Unusual Grants: Foran organ1zat1on
describedm lme 10, 11, or 12that recerved
any unusualgrantsduring2001through2004,preparea list for your recordsto
show,for eachyear,the nameof the contnbutor,the dateandamountof the grant,anda bnefdescnpt1on
of the natureof the grant Donot file this list with your
return. Donot includethesegrantsm lme15
523121 02-00-os
NONE
Schedule A (Form 990 or 990.EZ) 2005
11
IHS
15291228
786783
2005.07000
INSTITUTE FOR HUMANESTUDIE IHS
3

....

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

ScheduleA(Form990or990EZ)2005

IPart VI

FOR HUMANE STUDIES

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

30
31

Doesthe organ1zat1on
maintainthe following
Recordsindicatingthe racialcompos1t1on
of the studentbody,faculty,andadmm1strat1ve
staff?
b Recordsdocumentingthat scholarshipsand otherfinancialassistanceareawardedon a raciallynondiscriminatorybasis?
c Copiesof all catalogues,brochures,announcements.
andotherwrittencommunications
to the publicdealingwith student
adm1ss10ns,
programs,andscholarships?
contributions?
d Copiesof all materialusedby the organizationor on its behalfto sol1c1t
If you answered'No'to anyof the above,pleaseexplain (If you needmorespace.attacha separatestatement)

33

Page4

Yes No

Doesthe organizationhavea raciallynondiscriminatorypolicytowardstudentsby statementin its charter,bylaws,othergoverning


instrument,or in a resolutionof ,ts governingbody?
policytowardstudentsin all its brochures,catalogues,
Doesthe organizationincludea statementof its raciallynondiscriminatory
and otherwrittencommunicationswith the publicdealingwith studentadm1ss1ons,
programs,andscholarships?
Hasthe organizationpubl1c1zed
its raciallynondiscriminatory
policythroughnewspaperor broadcastmediaduringthe periodof
period1f11hasno sol1c1tat1on
program,in a waythat makesthe policy known
sol1c1tat1on
for students,or durmgthe reg1strat1on
to all parts of the generalcommunity11serves?
If "Yes,'pleasedescribe,1f'No,' pleaseexplain (If you needmorespace,attacha separatestatement)

29

32

INSTITUTE

Private School Questionnaire (Seepage7 of the mstrucllons)


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

29
30

31

..
..

32a
32b
32c
32d

Doesthe organizationdiscriminateby racein anywaywith respectto


a Students'nghts or pnv1Jeges?
pol1c1es?
b Adm1ss1ons
staff?
c Employmentof facultyor admm1strat1ve
d Scholarshipsor otherfinancialassistance?
pol1c1es?
e Educat10nal
f Useof fac1l1t1es?
g Athleticprograms?
h Otherextracurncularact1v1t1es?
If you answered"Yes'to any of the above,pleaseexplam(If you needmorespace,attacha separatestatement)

33a
33b
33c
33d
33e
331
330
33h

agency?
34 a Doesthe organizationreceiveany financialaid or assistancefrom a governmental
b Hasthe organization'srightto such aid everbeenrevokedor suspended?
..
If you answered"Yes'to either34a orb, pleaseexplainusingan attachedstatement
Doesthe organizationcertifythat 1thascompliedwith the applicablerequirements
of sections4 01 through4 05 of Rev Proc 75-50,
35
1975-2C B 587, coveringracialnond1scrim1nat1on?
If 'No,' attachan explanation

34a
34b

35
ScheduleA (Form990 or 990-EZ)2005

523131

02-03-06

15291228

786783

IHS

2005.07000

12
INSTITUTE

FOR HUMANE STUDIE

IHS~~3

ScheduleA(Form990or990-EZ)2005

Part VI.-A

INSTITUTE

Lobbying Expenditures

FOR HUMANESTUDIES

by Electing Public Charities

9 4 -16 2 3 8 5 2 Pa e 5
N/A

(Seepage9 of the mstruct1ons)

(To be completedONLYby an el1g1ble


organizationthat filed Form5768)
Check

1fthe oroanizat1on
belonosto an aff1l1ated
arouo

Check

Limits on Lobbying Expenditures


(Theterm "expenditures'meansamountspaidor incurred)

1fvou checked"a" and 11m1ted


control' orov1s1ons
annlv
(a)
(b)
Affiliatedgroup
To be completedfor ALL
totals
electingorganizations

N/A
36
37
38
39
40
41

36
37
38
39
40

Totallobbyingexpendituresto influencepublicopinion(grassrootslobbying)
Totallobbyingexpendituresto influencea leg1slat1ve
body(directlobbying)
Totallobbyingexpenditures(addImes36 and37)
Otherexemptpurposeexpend1tu
res
Totalexemptpurposeexpenditures(addImes38 and 39)
Lobbyingnontaxableamount Enterthe amountfrom thefollowingtableThe lobbyingnontaxableamountis II the amounton lme 40 1s20% of the amount on line 40

Not over $500,000


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

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

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

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

Over $1,500,000 but not over $17,000,000

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

Over $17,000,000

$1,000,000

41

42
43
44

42 Grassrootsnontaxableamount(enter25% of lme41)
43 Subtractlme42 from line 36 Enter-0- 1flme42 1smorethan line 36
44 Subtractline 41 from line 38 Enter-0-1f line41 1smorethanline 38
Caution: If there ts an amount on either /me 43 or /me 44, you must file Form 4720.

4-Year Averaging Period Under Section 501(h)


(Someorganizations
that madea section501(h) electiondo not haveto completeall of the five columns
below Seethe instructionsfor Imes45 through50 on page11 of the instructions)
LobbyingExpendituresDuring4-YearAveragingPeriod
Calendaryear (or
fiscal year beginningin)

(c)
2003

(b)
2004

(a)
2005

N/A

(d)
2002

(e)
Total

45 Lobbyingnontaxable
amount
46 Lobbyingceilingamount
(150%of line451e\\
47 Totallobbying
expend1tures .
48 Grassrootsnontaxable
amount
49 Grassrootsceilingamount
(150%of line481e\\
50 Grassrootslobbying
exoend1tures

I Part VlB I

0.

o.
o.
0.
0.

o.

Lobbying Activity by Nonelecting

Public Charities

(Forreportingonly by organizations
that did not completePartVI-A)(Seepage11 of the mstruct1ons
)
includinganyattemptto
Duringthe year,did the organizationattemptto influencenational,stateor localleg1slat1on,
influencepublicopm1onon a leg1slat1ve
matteror referendum,
throughthe useof
a Volunteers
..
b Paidstaff or management(Includecompensationm expensesreportedon Imesc throughh.)
c Mediaadvertisements
d Mailingsto members,legislators,or the public
e Publications,or publishedor broadcaststatements
I Grantsto otherorganizationsfor lobbyingpurposes
g Directcontactwith legislators,their staffs,governmentofficials,or a leg1slatrve
body
h Rallies,demonstrations,seminars,conventions,speeches,lectures,or any othermeans
i Totallobbyingexpenditures(AddImesc throughh.)
If "Yesto anyof the above,alsoattacha statementgrvmga detaileddescnpt1on
of the lobbyingactrv1t1es
523141
0203-06

15291228

Yes

No

Amount

x
x
x
x
x
x
x
x

, '

o.

ScheduleA (Form990 or 990-EZ)2005

786783

IHS

2005.07000

13
INSTITUTE

FOR HUMANE STUDIE IHS

ScheduleA(Form990or990-EZ)2005

!Part VII I lnfqrmation

INSTITUTE

FOR HUMANESTUDIES

Regarding Transfers To and Transactions


Exempt Organizations (Seepage12 of the instructions)

51

94-1623852

Page6

and Relationships With Noncharitable

Didthe reportingorganizationdirectlyor indirectlyengagein anyof the followingwith anyotherorganization


descnbedin section
501(c) of the Code(otherthansection501(c)(3) organizations)or in section527, relatingto pol1t1cal
organizations?
a Transfersfrom the reportingorganizationto a noncharitableexemptorganizationof

Yes

(i) Cash
(ii) Otherassets
b Othertransactions
(1) Salesor exchangesof assetswith a noncharitableexemptorganization
(ii) Purchasesof assetsfrom a noncharitableexemptorganization
(iii) Rentalof fac1l1t1es,
equipment,or otherassets
(iv) Reimbursement
arrangements
(v) Loansor loanguarantees
(vi) Performanceof servicesor membershipor fundra1smg
sol1c1tat1ons
c Shanngof fac1l1t1es,
equipment,mailinglists, otherassets,or paidemployees
II If the answerto any of the above1s"Yes,'completethe followingscheduleColumn(b) shouldalwaysshowthe fair marketvalueof the
goods,otherassets,or servicesgiven by the reportingorganizationIf the organizationreceivedlessthanfair marketvaluemany
transactionor sharingarrangement,
show in column(d) the valueof the goods,otherassets,or servicesreceived
(a)

Lmeno

(b)
Amountinvolved

(c)

Nameof noncharitableexemptorganization

523151
02-03-06

15291228

b(i)
b(il)
b(iil)
b(iv)
b(v)
b(vi)

x
x
x
x
x
x
x
N/ A

(II)
Descnpt1on
of transfers,transactions,and shanngarrangements

{b)
Typeof organization

x
x

describedin section501(c) of the


52 a Is the organizationdirectlyor indirectlyaffiliatedwith, or relatedto, oneor moretax-exemptorganizations
Code(otherthan section501(c)(3)) or in sectmn527?
~
b If "Yes,'completethe followingschedule
N/ A
(a)
Nameof organization

No

51a(i)
a(il)

Yes

[X]

No

(c)
Descnpt1on
of relat1onsh1p

ScheduleA (Form990 or 990-EZ)2005

786783

!HS

2005.07000

14
INSTITUTE FOR HUMANESTUDIE !HS

INSTITUTE FOR HUMANESTUDIES

94-1623852

GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES

FORM 990.

GROSS
SALES PRICE

DESCRIPTION
SALE OF INVESTMENTS
TO FORM 990,

PART I,

LINE 8

COST OR
OTHER BASIS

215,550.

214,459.

215,550.

214,459.

STATEMENT

EXPENSE
OF SALE

NET GAIN
OR (LOSS)

o.
o.

OTHER CHANGES IN NET ASSETS OR FUND BALANCES

FORM 990

1,091.
1,091.

STATEMENT

AMOUNT

DESCRIPTION
UNREALIZED LOSS ON INVESTMENTS

<11,574.>

TOTAL TO FORM 990,

<11,574.>

PART I,

LINE 20

OTHER EXPENSES

FORM 990
(A)
TOTAL

DESCRIPTION
MISCELLANEOUS
INSURANCE
PROMOTION AND
ADVERTISING
BOOKS AND
SUBSCRIPTIONS
OTHER PROFESSIONAL
FEES
TOTAL TO FM 990,

15291228

786783

LN 43

IHS

( B)
PROGRAM
SERVICES

STATEMENT

(D)

( c)

MANAGEMENT
AND GENERAL

FUNDRAISING

47,036.
6,598.

35,453.
4,951.

7,418.
857.

4,165.
790.

17,056.

17,056.

0.

0.

43,775.

43,059.

190.

526.

126,577.

113,691.

578.

241,042.

214,210.

2005.07000

9,043.

12,308.
17,789.

18
STATEMENT(S) 1,
INSTITUTE FOR HUMANESTUDIE !HS

2,

3
3

INSTITUTE

FOR HUMANE STUDIES

FORM 990,

OFFICER COMPENSATION ALLOCATION


PART II, LINE 25

EMPLOYEE
COMPENSATION BEN. PLANS

ETC.

NAME OF OFFICER,

54,500.

GARY LEFF

5,706.

A. PROGRAM SERVICES

46,036.

B. MANAGEMENTAND GENERAL

c.

94-1623852

2,758.

FUNDRAISING

NAME OF OFFICER,

EXPENSE
ACCOUNTS

o.

3,832.
405.

TOTALS
58,332.
6,111.

3,276.

49,312.

151.

EMPLOYEE
COMPENSATION BEN. PLANS

ETC.

STATEMENT

LEONARD LIGGIO

19,856.

843.

A. PROGRAM SERVICES

19,856.

843.

2,909.

EXPENSE
ACCOUNTS
0.

TOTALS
20,699.
20,699.

B. MANAGEMENTAND GENERAL
C. FUNDRAISING

NAME OF OFFICER,

EMPLOYEE
COMPENSATION BEN. PLANS

ETC.

EXPENSE
ACCOUNTS

TOTALS

203,000.

3,786.

A. PROGRAM SERVICES

83,474.

2,469.

B. MANAGEMENTAND GENERAL

55,987.

547.

56,534.

c.

63,539.

770.

64,309.

MARTY ZUPAN

FUNDRAISING

0.

206,786.
85,943.

TOTAL PROGRAM SERVICES

112,753.

TOTAL MANAGEMENTAND GENERAL

105,846.
67,218.

TOTAL FUNDRAISING
TOTAL OFFICER,

15291228

786783

ETC.,

!HS

COMPENSATION INCLUDED ON PARTS V-A AND V-B

2005.07000

19
INSTITUTE

285,817.

STATEMENT(S) 4
FOR HUMANESTUDIE IHS
3

INSTITUTE

FOR HUMANE STUDIES

FORM 990,

94-1623852

CASH GRANTS AND ALLOCATIONS

DONEE'S ADDRESS

CLASSIFICATION

DONEE'S NAME

TOTAL GRANTS

SEE ATTACHMENT

TOTAL INCLUDED ON FORM 990,

PART II,

STATEMENT
DONEE'S
RELATIONSHIP
NONE

LINE 22

DESCRIPTION

AMOUNT
542,732.
542,732.

STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS

FORM 990

STATEMENT

OF PROGRAM SERVICE ONE

EDUCATIONAL PROGRAMS - THE EDUCATIONAL PROGRAMS DEPARTMENT


WORKS TO INTEREST AND EDUCATE A WIDE RANGE OF YOUNG PEOPLE
IN THE IDEAS OF LIBERTY AND TO IDENTIFY AND EVALUATE
STUDENTS WHO HAVE THE POTENTIAL TO MAKE CONTRIBUTIONS TO A
FREER SOCIETY. THE DEPARTMENT ACCOMPLISHES THIS THROUGH
EDUCATIONAL SEMINARS, ON-CAMPUS PROGRAMS, AND ON-LINE
EFFORTS.

GRANTS
TO FORM 990,

PART III,

LINE A

7,909.

STATEMENT OF ORGANIZATION'S PRIMARY EXEMPT PURPOSE


PART III

FORM 990

EXPENSES
1,667,088.

STATEMENT

EXPLANATION
THE INSTITUTE DISCOVERS, DEVELOPS, AND SUPPORTS STUDENTS, SCHOLARS, AND
OTHER INTELLECTUALS WHO MAINTAIN THE HIGHEST STANDARD OF ACADEMIC EXCELLENCE
AND WHO SHARE AN INTEREST IN THE PRINCIPLES OF THE CLASSICAL LIBERAL
TRADITION.

15291228

786783

IHS

2005.07000

20
INSTITUTE

STATEMENT(S) 5,
FOR HUMANE STUDIE IHS

6,

7
3

INSTITUTE

FOR HUMANE STUDIES

FORM 990,

94-1623852

OTHER PROGRAM SERVICES

STATEMENT

GRANTS AND
ALLOCATIONS

DESCRIPTION
PUBLIC AFFAIRS

PROGRAM

TOTAL TO FORM 990,

EXPENSES
0.

PART III,

LINE E

COST/FMV

SECURITY DESCRIPTION
MUTUAL FUNDS
CORPORATE BONDS
TO FORM 990,

LINE 54,

CORPORATE
STOCKS

STATEMENT

CORPORATE
BONDS

FMV
FMV

410,055.

COL B

410,055.

OTHER
PUBLICLY
TRADED
SECURITIES

495,315.
410,055.

495,315.

905,370.

STATEMENT

DESCRIPTION

VALUATION
METHOD

COMMONSTOCK OF A PRIVATELY HELD CORPORATION

MARKET VALUE

TOTAL TO FORM 990,

FORM 990

PART IV,

LIST

LINE 56,

COLUMN B

TOTAL
NON-GOV'T
SECURITIES

495,315.

OTHER INVESTMENTS

FORM 990

281,607.
281,607.

NON-GOVERNMENTSECURITIES

FORM 990

10

AMOUNT
120,000.
120,000.

OF STATES RECEIVING COPY OF RETURN


PART VI, LINE 90

STATEMENT

11

STATEMENT(S) 8, 9, 10,
FOR HUMANE STUDIE !HS

11
3

STATES
FL,AK,AZ,AR,CA,CO,CT,DE,DC,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS
MO,MT,NE,NV,NH,NJ,NM,NY,ND,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WY

15291228

786783

!HS

2005.07000

21
INSTITUTE

INSTITUTE

FOR HUMANESTUDIES

94-1623852

PART VIII - RELATIONSHIP OF ACTIVITIES


ACCOMPLISHMENTOF EXEMPT PURPOSES

FORM 990

TO

STATEMENT 12

LINE

EXPLANATION OF RELATIONSHIP OF ACTIVITIES

93A

FEES FOR APPLYING FOR FELLOWSHIPS, SEMINARS AND CONFERENCES IN


RELATION TO THE INSTITUTE'S EDUCATIONAL MISSION. ALSO INCLUDES
FEES PAID BY ANOTHER CHARITABLE ORGANIZATION FOR RUNNING CONFERENCES
DIRECTLY RELATED TO THE EXEMPT PURPOSES OF THE INSTITUTE.

103A

OTHER REVENUE GENERATED FOR THE ACCOMPLISHMENTOF THE ORGANIZATION'S


EXEMPT PURPOSE.

SCHEDULE A

EXPLANATION OF QUALIFICATIONS TO RECEIVE PAYMENTS STATEMENT 13


PART III,
LINE 3A

SEE ATTACHED STATEMENT ENTITLED "CRITERIA

FOR AWARDINGGRANTS" FOR DETAILS

OTHER INCOME

SCHEDULE A

2004
AMOUNT

DESCRIPTION

STATEMENT 14

2003
AMOUNT

2002
AMOUNT

2001
AMOUNT

OTHER INCOME

960.

2,123.

26,298.

109.

TOTAL TO SCHEDULE A, LINE 22

960.

2,123.

26,298.

109.

15291228

786783

IHS

2005.07000

22
STATEMENT(S) 12, 13,
INSTITUTE FOR HUMANESTUDIE IHS

14
3

Institute for Humane Studies


Form 990, P.art IT, Line 22 -- Grants and Allocations
YearEnded August 31, 2006

94-1623852

Amount
Educational Programs
Seminars
Monko
Mitchell

On-campus Education
Freedom Alliance
George Mason University Dept of Economics

Total Graduate and Undergraduate

Education Programs

400
400

l, 109
6,000
$

7,909

970
948
890
865
865
865
865
860
840
840
840
840
835
815
795
785
770
770
760
755
750
745
745
740
730
730
730
730
730
730
730
725
723
720
720
720

Communicators Programs
Charles G. Koch Summer Fellow Pro!!Tam
Joshua Parker
Theodore Wold
Joseph Adamson
Macy Hanson
Philip Santer
Ray Se11ie
Zachary Dietert
Nicole Kurokawa
Andrew Perraut
Claire Thompson
Marisa Maleck
Stephanie Stoddard
Jeanne Mane Hoffman
Albert Cahn
John Farr
Michael Reasonover
Erin Wildermuth
Shreya Shah
Stuart Ditsier
V1ctorra Strokova
Jonathan Dingel
Anthony Sknba
V1ctona Kurzweg
Anthony Henke
Douglas Rogers
Gary Barnett
Gaurav T1wan
Jacob Loup
Justus Myers
Peter Gregory
Robert Herntt
Sarah Anzia
Satya Thallam
Alexander Hams
Diana Weinert
Elizabeth Anderson
Page I of 6

Institute for Humane Studies


Form 990, P.art II, Line 22 -- Grants and Allocations
YearEnded August 31, 2006

94-1623852

Amount

Name

720
720
720
720
700
700
695
590
550
515
400
379
370
90
35
35
30
25
25
20
20

L. Bnan Andrew
Malta Pohtzer
Matthew Schneider
Will Cromer
Hallee Morgan
Joseph Smith
Scott Wagner
Jonathan Burns
Pedro Rodnguez
Shrutl RaJagopalan
Joshua Thompson
Yao Chen
Raphael Pra1s
Gregory Shambram
Amber Thomason
Greg Demers
Luis Pmeda Rodas
Lauren Miller
Qiang Liu
Jeffrey Johnson
Pieter Cleppe
Journalism
Tobm Spratte
Kevin S1eff
Addy L1tfin
Robin Schramm
Jolene Pinder
Claire Mnchell
Nathan Lock
Adam Weinberg

1,100
350
2,600
2,000
2,000
2,000
1,500
1,000

Young Communicators Fellowsh1gs


Megan Rudebeck
Monica Mercer
Andrew Humphnes
Yelena Shagall
Timothy Bouley
Jesse Roesler

500
500
1,000
500
500
1,000

MFA Scholarsh10s
University of Southern California
Ennne Dobson
Schterna W1rcberg
Bret Eckhardt - Other
Jeremy W. Ball
Nie Shearer
Nathan Marshall

3,000
2,000
2,000
2,000
5,000
2,000
5,000

Total Communicators

Program

Page 2 of 6
----

74,079

Institute for Humane Studies


Form 990, Part II, Line 22 -- Grants and Allocations
Year Ended August 31, 2006

94-1623852

Amount
Academic Programs
$

Leigh Jenco
Carmen Pavel
Stefani Smith
Michael Muldoon
Michael Gilbert
Wilham English
Saum1tra Jha
Pengyu He
Justin Grewell
Jonathan Tsou
Jason Brennan
Inna Manta
Cohn Wilder
Wilham Baude
Scott Brave
Ryan Oprea
Rahul Sagar
Mark Dmcecco
Mane Gryphon
Jeremy Garrett
Han Ping Chor
Ermr Kamemca
David Baugh
Basak Kus
Yuksel Sezgin
Victor Mumz-Frat1celh
Syed Nageeb Ah
Stamslav Dolgopolov
Simone Pohllo
Samuel DeCamo - other
Robert Deforest McDuff
Ricardo Serrano-Pad1al
Peter Northup
Michael DeAless1
Meehs K1tsing
Matthew Spence
Matthew Glassman
Matthew Bedke
Marc Gersen
Luis Zegarra
Lisa Blaydes
Linda Peia
Laura Phillips
Laura Inglis
Kyle Volk
Joanna Guidi
Jin Zeng
James Prescott
Emily Schleicher
Page 3 of 6

12,000
12,000
10,000
10,000
10,000
8,000
8,000
8,000
8,000
8,000
8,000
8,000
8,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000

Institute for Humane Studies


Form 990, Part II, Line 22 -- Grants and Allocations
Year Ended August 31, 2006

94-1623852

Name

Amount
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
4,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000

Elsa Vila-Artad1
Elizabeth Wolfram
Christopher Freiman
Christopher Alcantara
Bnan Smith
Bnan Broughman
Brandon Thibodeaux
BenJamm Schwab
Art Carden
Alvaro Herrero
Ahmet Kuru - Expenses
Adam Rachhs
Adam Hofn-Wmgradow
Wenwe1 Guan
Todd Neumann
Thomas Kelly
Terrence Watson
Satya Thallam
Sally Sadoff
Robert Bateman
Richard E. Ekins
Richard Bell
Ralf Bader
Quoc-Anh Do
Oren Ziv
N1kola1Roudev
Nicholas Lehmann-Ziebarth
Naveen Mandava
Monica Mornll
Mohammad Jahan-Parvar
Michael Waldron
Matthew Grow
Laura Davis
Kurtulus Gem1c1
Kenneth Ahern
Julia Gray
Joshua Hall
Jason Ross
Jamus Lim
Jamie Smeder
James Stanfield
Imogen Goold
Howard Padwa
Greg Eow
Fang-Yi Chiou
Fan Zhang
Fabnce Jotterand
Enk Kimbrough
Eric Wearne
Enc Pullin
Enc Morgan
Page 4 of 6

Institute for Humane Studies


Form 990, Part II, Line 22 Grants and Allocations
Year Ended August 31, 2006

94-1623852

Amount

Name

2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000
2,000

Emily Meyer
EdmLm
Domm1c Draye
David Skarbek
Daniel D1Salvo
Daniel BenJamm
Carl LeBeck
Bogdan Rabanca
Barbara Hmze
Andrew Humphries
Andrew Bailey
Andrei Zlate
Alexander Baturo
Alex Potapov
Adnan Vatansever
Adam Doverspike
Adam Cureton
Hayek Fund for Scholars
Steve Z1hak
Nikolai Wenzel
Navm Kart1k
Ben Powell
Is1k Ozel
Anna Dotrelova
Andrew Murphy
Wilham Arthur Carden
James Stacey Taylor
Bnan Smith
Syed Nageeb Mustafa Ah
Steven Lugauer
Reza Hasmath
Paul Lewis
Melvin Schutt
Matthew Glassman
Kevin Portteus
James Prescott
Grant Madsen
Daniel Pellerin
Amy Sanders
Ahmet Kuru
Helen Knowles
Yvonne Chiu
Yossi Nehushtan
Victor Muniz-Fraticelh
Robert Bateman
Nicolas Malobert1
Nadiya Kravets
Maria Petrova
Kenneth Ahern
Jules Gehrke

500
500
500
500
450
400
400
350
350
350
300
300
300
300
300
300
300
300
300
300
300
300
276
250
250
250
250
250
250
250
250
250
Page 5 of 6

Institute for Humane Studies


Form 990, Part II, Line 22 -- Grants and Allocations
Year.Ended August 31, 2006

94-1623852

Amount

250
250
250
250
250
250
250
250
250
249
200
200
200
200
100
119
300
250
250

Joshua Teitelbaum
Jennifer Burns
Jason Ross
Hyon Joo Yoo
Hong Zhang
Doron Shultziner
David Zetland
Carne Ann S1tren
Carmen Pavel
Matt Zwolmsk1
Samuel DeCamo
Owen Yeates
Luke Willard
Joshua Wnght
Scott Orr
Syed Nageeb Alt
Walter Hernandez Lopez
Bogdan Iacob
Petr Koblovsky

Total Acedemic Program

460,744

Total Grants and Allocations

542,732

Page 6 of 6

Institute for Humane Studies


Form 990, Part II, Line 42 - Depreciation expense
Form 990, Part IV, Line 57 - Land, Buildings, and Equipment
Year Ended August 31, 2006

94-1623852

ASSETS
Begmmng
of Year

Add1l!ons

Disposals

End
of Year

Office Furmture and Equipment


Leasehold Improvements

$ 386,013
125,000

91,477

$ 477,490
125,000

Total

$ 511,013

91,477

$ 602,490

Begmmng
of Year

Current Year
Depreciation

Office Furniture and Equipment


Leasehold Improvements

$ 360,446
66,673

42,072

$ 402,518
66,673

Total

$ 427,119

42,072

$ 469,191

ACCUMULATED
DEPRECIATION
Disposals

End
of Year

Note: Property and equipment are stated at cost and are depreciated using the stra1ght-hne method over
estimated useful hves of five to ten years, with no salvage value Leasehold improvements are recorded
at cost and amortized usmg the stra1ght-hne method over the1r estimated useful hves or the remaining
lease term, whichever 1s shorter

Institute for Humane Studies


Form 990, Part V - List of Officers, Directors, Trustees and Key Employees (Non-compensated)
Year Ended August 31, 2006

Name
Charles G Koch
Tyler Cowen
Timothy Otis Browne
John Blundell
Richard H. Frnk
Jerome M. Fulhnw1der
David C Humphreys
Donald J. Boudreaux
Enc S. O'Keefe
James Arthur Pope
Roger D. Siik
Wilham 0. Sumner

94-1623852

Title
Chairman
Vice-Chairman
Director
Director
Director
Director
D!fector
Director
D!fector
D!fector
Director
Director

All of the md1v1duals listed above are volunteers and are not compensated m their role as officers and directors of the
Institute for Humane Studies The officers and directors provide less than one hour per week on average to attend board
meetings, etc. All of the officers and directors can be reached at the followmg corporate address of the Institute for
Humane Studies
3301 Fairfax Dnve, Arlington, VA 22201-4432

Institute for Humane Studies, Inc.


Form 990, Part VI, Line 77 - Changes to Organizing Documents
Year Ended August 31, 2006

94-1623852

I hereby certify, under penalty of perjury, that the following amendments to the bylaws of
the Institute for Humane Studies, Inc. are a complete and accurate copy as approved by
the Board of Directors, effectJve September 26, 2005
Section 2. NUMBER, ELECTION AND TERM OF OFFICE OF
DIRECTORS. The Board of Directors shall consist of not less than four (4)
nor more than twenty-five (25) d1Tectors,the number to be fixed from time to
time by resolutJon of the Board of Directors then in office. ,The Board of ___ _
Duectors may be changed in number by amendment of the Articles of
Incorporat10n or an amendment to the By-Laws.

_ - Deleted: All drrectors shall hold office


unul theirrespective successorsare
elected

Direciors shall hold office fo1 a term of three years, renewable by majorilv
vote of all other duec101s then rn office. However. the terms ot newlv added
director,; or the tenl1S of the directors remaining mav be modified as
determmed necessar\' hv the Board of Directors to accomplish an e\en
rotation of dJrectors' terms. with approxirnatelv one-third of dtrector~ terms
expirmg each year
Section 3. VACANCIES AND REMOVAL A vacancy or vacancies m the
Board of Directors shall be deemed to exist in case of the death, resignatJon,
or removal of any director, or 1f the authorized number of dlfectors be
increased.
Any director may be removed with or without cause by maJonty vote of all
other directors then m office at any meetmg of the Board of Directors called
for such purpose.
Vacancies may be filled by a maJority of the remaining dlfectors, though less
than a quorum, or by a sole remammg director, and each director so elected
shall hold office.J:or ~~ term ':)f three }'.Car~.or for a modified term if so ________
determined bv rhe Board of Directors per Section 2.

_)-{}

Name!f1tle

5 ecN:IUfl/716,.,wtr

GARY L~Cr~

I - S-01
Date

. - { Deleted:

un1,1his successor ,selected

Institute for Humane Studies


Form 990, Schedule A, Part Ill, Line 3 - Criteria for Awarding Grants
Year Ended August 31, 2006

94-1623852

IHS programs seek to identify and develop talented young people with an interest in liberty.

Humane Studies Fellowships are awarded to full-time graduate students or undergraduates with
junior or senior standing who have a clearly demonstrated interest in the classical liberal/libertarian
tradition of individual rights and market economies, and are interested in applying the principles of
this tradition in their work. Applications are judged by a distinguished panel of nearly 100 outside
academics.
The Koch Summer Fellows Program is open to current college students, graduates, graduate
students, and professional students who are interested in a career in public policy. Applications are
judged based on college transcripts, standardized test scores, and quality of public policy writing.
All successful applicants go through a double-acceptance procedure: they must be accepted both by
the Institute and by the host organization.

The Film Internship Program helps young people with an interest in liberty develop careers in TY,
film, and/or creative media. Competitive applications are judged based on academics, track record of
success, and quality of application essay.

The Hayek Fund for Scholars awards grants to graduate students and young faculty for careerenhancing activities such as conference paper presentations, job interviews,
Applications are accepted year-round.

and archival research.

MFA Scholarships are awarded to full-time students pursuing Masters in Fine Arts degrees who
have a clearly demonstrated interest in the classical liberal/libertarian tradition of individual rights
and market economies, and are 111terested in applying the principles ofth1s tradition in their work

Journalism

Internships

are open to current college students, recent graduates, graduate students,


and professional students who have a demonstrated interest in JOurnaltsm and an understanding of the
principles of a free society. Successful candidates receive a newspaper internship, stipend, housing
allowance, travel expenses. and a career workshop. Candidates are reviewed both by the Institute
and by prospective host newspapers.

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