i

Form

990

OMB

Return of Organization Exempt From Income Tax

2009

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

(except black lung benefit trust or private foundation)
Department
of theTreasury
loternal
Revenue
Service

Open to Public Inspection

... Theorganization
mayhaveto usea copyof this returnto satisfystatereportingrequirements

For the 2009 calendar year, or tax year beainnina

, 2009, and ending
C Nameof organozatoon
B Checkofapplicable
Please
use
IRSlabel Donors
Trust,
Inc.
orfyrint Number
andstreet(orPO boxofmaol,snotdelivered
tostreetaddr) IRoom/suote
or pe
Namechange
See
lnot,al
return
specific 109 North
Henrv
Street
lnstruc
Coty,
townorcountry
State ZIPcode+4
t,ons.
Termination

r~""'~
Amended
return

Alexandria

VA

offocer
D Apphcat,onpending F Nameandaddressof proncopal

No 1545-0047

Identification
Number
D Employer

52-2166327
number
E Telephone

(703)

535-3563

22314-2903

G Grossreceipts$ 19, 8 60, 14 8.

H(a)Is thosa groupreturnforaffohates' ~ Yes
H(b)Areall affohates
included'
Yes ~NoNo
II 'No."attacha lost(seeinstructions)

Whitney L. Ball 109 North Henry street Alexndria

VA 22314
) ... (insert no )
Tax-exempt status IXI 501(c) ( 3
I I 4947(a)(l) or I I 527
Website: ... www.donorstrust.orq
H(c)Groupexemption
number._
Formof organozat,on
Ix I CorporationI I Trust I I Assoc1at1on
I Other..
L Yearof Formation1999
M Stateof legaldomicileVA

I
J
K

I Part I

Summary

Briefly describe the organization's m1ss1onor most s1gnif1cantact1v1t1es SUPPORT CHARITIES

&_SPONSOR PROGRAMS_
WHICH ALLEVIATE,
THROUGH EDUCATIONL
RESEARCH & PRIVATE
INITIATIVESJ_SOCIETY'S
MOST_
PERVASIVE
AND RADICAL
NEEDS 1 _INCLUDING
THOSE RELATING
TO SOCIAL_WELFARE 1 _HEALTHJ __
ENVIRONMENT L ECONOMICSJ _ GOVERNANCE,_ FOREIGN RELATIONS
AND ARTS AND CUL_T_9RE______
2 Check this box ...
1fthe organization d1scont1nuedits operations or disposed of more than 25% of its assets
3 Number of voting members of the governing body (Part VI, line 1a)
3 5
4 Number of independent voting members of the governing body (Part VI, line 1b)
4 5
5 Total number of employees (Part V, line 2a)
5 4
6 Total number of volunteers (estimate 1fnecessary)
6 0
7a Total gross unrelated business revenue from Part VIII, lcolumn (C), 1ne 12
7a
0.
b Net unrelated business taxable income from Form 990-T, line 34
7b

QI
I)

c
Ill
c

>
0
c,
eel

,,,
:!
>

c:(

Prior Year
QI

::,

cQI
>
QI

a:

,,,
QI
,,,

cQI
c.
~

Contributions and grants (Part VIII, line 1h)

Program service revenue (Part VIII, line 2g)
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d)
11 Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, lOc, and 1le)
12 Total revenue - add lines 8through11 (must equal Part VIII, column (A), line 12)
13 Grants and s1m1laramounts paid (Part IX, column (A), lines 1-3)
14 Benefits paid to or for members (Part IX, column (A), line 4)
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5- 10)

17
18
19

.!"'

20
21
1;'g
z,i!
22

I Part II

388,184.

442,174.

wpare r's

z Use
~Only

----V..........
t:U

tit:L,t:I

(.)

Total assets (Part X, line 16)

Total liab1l1t1es
(Part X, line 26)

~
.... AUG1 7 20\0

Net assets or fund balances Subtract line 21 from lin ~4)

Signatuie. Blpck

"""'Ii"~:~
.U'".....

ee

larationof prepa

.--,4

~tff1cer

.,... Whitnev
L. Bal
Typeor printnameandtitle

0...
UJ

en Paid
0 Pre

Oth~r expenses (Part IX, column (A), lines 11a-11d, 1lf-241)

Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25)
Revenue less expenses Subtract line 18 from line 12

true,c rr t. an o

Sign
Here

231,847.

b Total fundra1sing expenses (Part IX, column (D), line 25) ...

.u

16 778, 729.
620,820.
25,330.
4,220.
17,429,099.
12,641,403.

16a Professional fundra1sing fees (Part IX, column (A), line 11e)

b3

~
C;)

Current Year

10,634
041.
552,242.
-160,925.
778.
11,026,136.
9,427,072.

8
9

r tha

..-11sI
--

I 1-r

Beainnina of Year

End of Year

10,550,875.
14,035.
10,536,840.

13,798,855.
17,864.
13,780,991.

lo8/13/10
Date
& CEO
Date

Preparer's
signature

1 400,796.
14,484,373.
2,944,726.

lJl .. lJr".,,_
""'I
,:t:'.;)!.~
.-:Fiji,. teml,nts,
andto the~estof myknowledge
andbehef,111s
euu" alhnformat1on
of wh1cpreparerasanyknowlege

/V

President

1,435
745.
11,251,001.
-224,865.

.....

Firm'sname(or
yours1fself
emJ,'oyed). .....
ad ress,and
ZIP+4
0
(!;;'Maythe IRS discuss this return with the preparer shown above? (see instructions)
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

Check11
self
employed

..o

Preparer's
1dent1fying
number
(seeinstructions)

...

EIN
Phoneno

...

TEEA0101

6,t,

D Yes O No
01120109

Form 990 (2009)

"

,.

Form 990 (2009)

IPart Ill I

Donors

Trust,

Inc~

Page 2

52-2166327

Statement of Program Service Accomplishments

1 Briefly describe the organization's m1ss1on

RESEARCH AND PRIVATE ________
SUPPORT CHARITIES
WHICH ALLEVIATE-1 _ THROUGH EDUCATION,
THOSE __________
INITIATIVES,
SOCIETY' S_MOST PERVASIVE AND RADICAL NEEDSL INCLUDING
See Form 990, Pag!l 2, Part Ill, Line 1_icontinuedL_________________________________________

2 Did the organization undertake any s1gnif1cantprogram services during the year which were not listed on the prior

_
_
_

Form 990 or 990-EZ'

IR] Yes
No
If 'Yes,' describe these new services on Schedule O
3 Did the organ1zat1on
cease conducting, or make s1gnif1cantchanges 1nhow 11conducts, any program services?
IR] Yes
No
If 'Yes,' describe these changes on Schedule O
4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501(c)(3)
and 501(c)(4) organizations and section 4947(a)(l) trusts are required to report the amount of grants and allocations to others, the total
expenses, and revenue, 1fany, for each program service reported

4a(Code
)(Expenses$
13,117,707.
includ1nggrantsof $
12,636,917.)(Revenue
$
15,418,786.)
OAF PROGRAM -_A DONOR ADVISED FUND_ (OAF) PROGRAM ALLOWING DAF CONTRIBUTORS TO ______
ADVISE GRANTS THAT_SUPPORT_CHARITIES
WHICH ALLEVIATE,
THROUGH EDUCATIONL __________
RESEARCH AND PRIVATE INITIATIVES,_
SOCIETY'S
MOST PERVASIVE AND RADICAL NEEDS,_ ______
INCLUDING
THOSE RELATING TO SOCIAL_WELFAREL _HEALTH.L _ENVIRONMENTL ECONOMICS-1________
GOVERNANCE,_ FOREIGN RELATIONS AND ARTS_AND CULTURE; AND_WHICH ENCOURAGE___________
PHILANTHROPY AND INDIVIDUAL
GIVING AND RESPONSIBILITY
AS AN_ANSWER TO ____________
SOCIETY'S_NEEDS,

AS OPPOSED TO_GOVERNMENTAL_INVOLVEMENT.

_
_
_
_
_
_

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

4b (Code
) (Expenses $
193, 7 95. 1nclud1nggrants of $
0. ) (Revenue $
176, 2 93. )
NEW PHILANTHROPY STUDIES
(NPS).
THE_PROJECT_FOR_NEW_PHILANTHROPY
STUDIES_IS_~------PROGRAM THAT ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS
SEEKING TO _________
_
BETTER UNDERSTAND THE ROLE_OF VOLUNTARY ACTION AND PHILANTHROPY_IN
______________
_
ACHIEVING
SOCIAL COOPERATION AND DISTRIBUTION
OF PRIVATE AND PUBLIC_ GOODS. ________
_

4c(Code
)(Expenses$
522,417.
includ1nggrantsof $
1,800.)(Revenue
$
322,000.)
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 EDUCATIONL IN_PARTICULAR-1 _ ISSUES _____
OF PRODUCTIVITY,
EFFICIENCY,
ACCOUNTABILITY,_
AND TRANSPARENCY. __________________

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

$
(Expenses
$
3 4 9, 12 0 including grants of
4 e Total program service expenses .,..
14 , 18 3 , 0 3 9

BAA

TEEA0102

2 , 6 8 5 ) (Revenue $

07/20/09

_
_
_
_

650,000.)

Form 990 (2009)

Form 990 (2009)

IPart IV

Donors

Trust

IChecklist of Reauired'

Inc

Page 3

52-2166327

Schedules
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 Contributors?

Did the organization engage in direct or indirect political campaign act1v1t1eson behalf of or 1noppos1t1onto candidates
for public office? If 'Yes, complete Schedule C, Part I

Section 501(cX3) organizations Did the organization engage in lobbying act1v1lles?If 'Yes, complete
Schedule C, Part II

Section 501(cX4), 501(cX5), and 501(cX6) organizations. Is the organization subJect to the section 6033(e) notice and
reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part Ill

Did the organization ma1nta1nany donor advised funds or any s1m1larfunds or accounts where donors have the right to
provide advice on the d1stribut1onor investment of amounts in such funds or accounts? If 'Yes, complete Schedule D,
Part I

Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment. historic land areas or historic structures? If 'Yes,' complete Schedule D, Part II

Did the organization maintain collections of works of art. historical treasures, or other s1m1larassets? If 'Yes,
complete Schedule D, Part Ill

7
8

9
10
11

x
x

Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed 1n Part X,
or provide credit counseling, debt management, credit repair, or debt negot1at1onservices? If 'Yes, complete
Schedule D, Part IV
Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If
'Yes,' complete Schedule D, Part V

10

Is the organization's answer to any of the following questions 'Yes'? If so, complete Schedule D, Parts VI, VII, VIII, IX, or
X as appltcable

11

x
I
I

Did the organization report an amount for land, bu1ld1ngsand equipment 1nPart X, line 107 If 'Yes, complete Schedule
D, Part VI
Did the organization report an amount for investments- other securities 1n Part X, line 12 that 1s5% or more of its total
assets reported 1nPart X, line 167 If 'Yes,' complete Schedule D, Part VII
Did the organization report an amount for investments- program related 1nPart X, line 13 that 1s5% or more of its total
assets reported in Part X, line 167 If 'Yes,' complete Schedule D, Part VIII
Did the organization report an amount for other assets in Part X, line 15 that 1s5% or more of its total assets reported 1n
Part X, line 16? If 'Yes,' complete Schedule D, Part IX

I
I

Did the organization report an amount for other l1ab1l1llesin Part X, line 25? If 'Yes, complete Schedule D, Part X

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organiza1ton's l1ab1l1tyfor uncertain tax pos1t1onsunder FIN 48? lf'Yes, complete Schedule D, Part X
12

Did the organization obtain separate, independent audited financial statement for the tax year? If 'Yes, complete
Schedule D, Parts XI, XII, and XIII

12AWas the organization included 1nconsolidated, independent audited f1nanc1alstatement for the tax
13

year? If 'Yes,' completing Schedule D, Parts XI, XII, and XIII ts optional
Is the organization a school described in section 170(b)(l )(A)(11)? If 'Yes, complete Schedule E

17
18
19
20

14a

x
x

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If 'Yes,' complete Schedule F, Part II

15

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? If 'Yes, complete Schedule F, Part Ill

16

Did the organization report a total of more than $15,000 of expenses for professional fundra1smg services on Part IX,
column (A), lines 6 and 1le? If 'Yes,' complete Schedule G, Part I

17

Did the organization report more than $15,000 total of fundra1s1ngevent gross income and contributions on Part VIII,
lines 1c and Sa? If 'Yes,' complete Schedule G, Part II

18

Did the organizat;on report more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If 'Yes,
complete Schedule G, Part Ill
Did the organization operate one or more hospitals? If 'Yes, complete Schedule H

19
20

x
x

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1s1ng,
business. and program service act1v1t1esoutside the United States? If 'Yes, complete Schedule F, Part I

16

12

I Yes I No
112 Ai
Ix

14a Did the organization ma1nta1nan office, employees, or agents outside of the United States?

15

BAA

TEEA0103

02112110

13

Form 990 (2009)

Form 990 (2009)

Donors

Trust

:PJi!:tJ!'~
Checklist of Re

52-2166327

Inc.

uired Schedules

Page 4

continued
Yes

21
22

Ord 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 /, Parts I and II

21

Ord the organization report more than $5,000 of grants and other assistance to indrvrduals in the United States on Part
IX, column (A), line 27 If 'Yes,' complete Schedule I, Parts I and Ill

22

No

X
X

23 Drd the organization answer 'Yes' to Part VII, Section A, lrne 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete
Schedule J

24a Drd the organization have a tax-exempt bond rssue wrth an outstanding principal amount of more than $100,000
as of the last day of the year, and that was issued after December 31, 20027 If 'Yes,' answer Imes 24b through 24d and
complete Schedule K If 'No, 'go to /me 25
b Drd the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

c Ord the organrzatron marntarn an escrow account other than a refunding escrow at any trme during the year to defease
any tax-exempt bonds?
d Drd the organrzatron act as an 'on behalf of' issuer for bonds outstanding at any trme during the year?

25a Section 501(c)(3) and 501(c)(4) organizations. Drd the organization engage ,n an excess benefit transaction wrth a
drsqualrfred person during the year? If 'Yes, complete Schedule L, Part I

23

X
X

24a
24b

1--24_c-+---+--...._24_d-+---+--25a

Schedule L, Part I

25b

26

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or
drsqualrfred person outstanding as of the end of the organrzatron's tax year? If 'Yes, complete Schedule L, Part II

26

27

Drd the organrzatron provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection comrttee member, or to a person related to such an indrvrdual? If 'Yes,' complete
Schedule L, Part Ill

b Is the organization aware that rt engaged in an excess benefit transaction wrth a drsqualifred person in a prior year, and
that the transaction has not been reported on any of the organrzatron's prior Forms 990 or 990-EZ? If 'Yes,' complete

28

Was the organization a party to a business transatron wrth one of the following parties (see Schedule L, Part IV
instructions for applicable frlrng thresholds, condrtrons, and exceptions)

a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV

28a

b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete
Schedule L, Part IV

28b

c An ent,ty of whrch a current or former officer, director, trustee, or key employee of the organrzatron (or a family member)
29

was an officer, director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV
Drd the organ,zat,on receive more than $25,000 ,n non-cash contrrbutrons? If 'Yes,' complete Schedule M

28c
29

x
X

30

Drd the organrzatron receive contributions of art. historical treasures, or other srmrlar assets, or qualrfred conservation
contributions? If 'Yes,' complete Schedule M

31

Drd the organrzatron liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I

30
31

32

Drd the organrzatron sell, exchange, dispose of, or transfer more than 25% of ,ts net assets? If 'Yes,' complete
Schedule N, Part II

32

Drd the organrzatron own 100% of an entity disregarded as separate from the organrzatron under Regulations sections
301 7701-2 and 301 7701-37 If 'Yes,' complete Schedule R, Part I

33

Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, Ill, IV, and V,
/me I

34

Is any related organrzatron a controlled entity wrthrn the meaning of section 5 l 2(b)(l 3)? If 'Yes, complete Schedule R,
Part V, /me 2

35

Section 501(c)(3) organizations. Drd the organization make any transfers to an exempt non-charitable related
organ,zatron? If 'Yes,' complete Schedule R, Part V, /me 2

36

Drd the organization conduct more than 5% of ,ts actrvrtres through an entity that rs not a related organization and that rs
treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI

37

33
34
35
36
37
38

Ord the organrzat,on complete Schedule O and provide explanations ,n Schedule O for Part VI, lrnes 11 and 197
Note. All Form 990 triers are re urred to com lete Schedule O

BAA

38

x
x

Form 990 (2009)

TEEA0104

02/12/10

Form 990 (2009)

IPartV

Donors

Trust,

52-2166327

Inc

Page S

I Statements Reaardina Other IRS Filinas and Tax Compliance

Yes

1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U S
lnformatton Returns Enter -0- 1f not applicable
b Enter the number of Forms W-2G included in line 1a Enter -0- 1f not applicable

la

69

lb

0
1c

2b

No

_I

3a
3b
4a

Sa

Sb

Sc
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
sol1c1tany contributions that were not tax deductible?
b If 'Yes,' did the organization include with every sol1c1tat1onan express statement that such contributions or gifts were not
deductible?
7

Organizations that may receive deductible contributions

6b

under section 170(c).

______
J

a Did the organization receive a payment 1n excess of $75 made partly as a contribution and partly for goods and services
provided to the payor?

7b

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Form 8282?

7c

_7_d.:....,_I
--------+-d If 'Yes,' indicate the number of Forms 8282 filed during the year
e Did the organization, during the year, receive any funds, directly or 1nd1rectly,to pay premiums on a personal
benefit contract?

7e

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

7f

g For all contributions of qual1f1edintellectual property, did the organization file Form 8899 as required?

7a

h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required?

7h

8 Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the

----~J

supporting organization, or a donor advised fund ma1nta1ned by a sponsoring organization, have excess business
holdings at any lime during the year?

a Did the organization make any taxable d1stribut1ons under section 4966?

9a

b Did the organization make any d1stribut1on to a donor, donor advisor, or related person?

9b

X
X

x
x

Enter

a ln1t1at1onfees and capital contributions included on Part VIII, line 12

I 1oal

b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club fac1l1t1es

.__1_0_b.,__
_______

Section S01(c)(12) organizations.

____

9 Sponsoring organizations maintaining donor advised funds.

11

___

'--1

Section S01(c)(7) organizations.

7a

b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?

10

6a

--,

Enter

1--1_1_a+-----------,
a Gross income from other members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them )
~1 l_b~--------112 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year

BAA

_____
12a

I 12bl
Form 990 (2009)

TEEA0105

02/12/10

Donors Trust,
Inc.
52-2166327
Page6
Part VI
Governance, Management and Disclosure For each 'Yes' response to Imes 2 through lb below, and for
a 'No' response to /me Ba, Bb, or TObbelow, descnbe the ctrcumstances, processes, or changes m
Schedule 0. See mstruct,ons.
Section A Governing Body and Management

Form990(2009)

Yes

b Enter the number of voting members that are independent

I
I

Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
officer, director, trustee or key employee?

Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person?

Did the organization make any s1gnif1cantchanges to its organizational documents

since the prior Form 990 was filed?

x
x

5
6

7 a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body?

Did the organization become aware during the year of a material d1vers1onof the organization's assets?

x
x

7a
7b

b Are any dec1s1onsof the governing body sub1ect to approval by members, stockholders, or other persons?
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by
the following

--

---

a The governing body 1

Sa

b Each committee with authority to act on behalf of the governing body?

Sb

Is there any officer, director or trustee, or key employee listed 1nPart VII, Section A, who cannot be reached at the
organization's mailing address? If 'Yes,' provide the names and addresses ,n Schedule O

Policies

Does the organization have members or stockholders?

Section B.

______

No

1als
I 1bis

1 a Enter the number of voting members of the governing body

x
x

--

(This Section B requests mformat,on about pollc,es not reqwred by the Internal

Revenue Code )

No

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

10a

b If 'Yes,' does the organization have written policies and procedures governing the act1v1t1esof such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization?

10b

11 Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

11

11 A Describe in Schedule O the process, 1f any, used by the organization to review this Form 990
12a Does the organization have a written conflict of interest policy? If 'No,' go to /me 73

12a

b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?

12b

c Does the organization r~ularly

Schedule O how this 1s one

12c

and consistently monitor and enforce compliance with the policy? If 'Yes,' descnbe ,n

13 Does the organization have a written wh1stleblower policy?

x
x
x

13
14

14 Does the organization have a written document retention and destruction policy?

x
x

15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substant1at1onof the deliberation and dec1s1on?

--~-

--

a The organization's CEO, Executive Director, or top management official

15a

b Other officers of key employees of the organization

If 'Yes' to line 15a or 15b, describe the process 1nSchedule O (See instructions)

15b

16a Did the organization invest in, contribute assets to, or participate in a Joint venture or s1m1lararrangement with a taxable
entity during the year?
b If 'Yes,' has the organization adopted a written policy or procedure requmng the organization to evaluate its part1c1pat1on
in 101ntventure arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt
status with respect to such arrangements?

----

x
x

----

16a
~

---

____,I

_J
x
J

--

16b

Section C. Disclosures
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 1024 1fapplicable), 990, and 990-T (501(c)(3)s only) available for public
1nspect1on Indicate how you make these available. Check all that apply

D Own website

D Another's website

_____________________________

~ Upon request

19 Describe in Schedule O whether (and 1f so, how) the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public.
20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization

_!)9i:!_o_r__Trust________

109_N

Henr_y S~ ___ AlexandriaL

BAA

__ VA __ 22314-2903

____

(703) 535-3563
Form 990 (2009)

TEEA0106 02105/10

Donors Trust,
Inc.
52-2166327
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1 a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the

Page 7

Form990 (2009)

!!~~I

organizat1ons's tax year Use Schedule J-2 1fadd1t1onalspace 1s needed

List all of the organization's current officer~ directors, trustees (whether ind1v1dualsor organizations), regardless of amount of
compensation. Enter -0- in columns (D), (E), and (r-) 1f no compensation was paid
List all of the organization's current key employees. See instructions for def1nit1onof 'key employees
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 organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations
List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations
List persons 1nthe following order 1nd1v1dualtrustees or directors, inst1tut1onaltrustees, officers, key employees, highest compensated
employees; and former such persons

Check this box 1fthe organization did not compensate any current officer, director, or trustee.

(A)

(B)

(c)

(D)

(E)

(F)

Name and Title

Average
hours
per week

Position (check all that apply)

Reportable
compensation from
the or~nizahon

Reportable
compensation from
related oc\lJamzations

Estimated
amount of other
compensation
from the
organization
and related

>;: ~

g ~
p..
~~
~

C:

.,
,.,

:!!

g~

1'<,.
...

'<

,..

'j

~
~
., er
'C

'I

:l

11
" ::i

CN-211 9-MISC)

CN211 9-MISC)

organ1zat1ons

~
~

Whitney L Ball __________

President
& CEO
Kimberly_ O_Dennis _______
Chairman
James Piereson
--------------------Vice Chairman
Nathaniel
C. Moffat
--------------------Sec-Treas.
William J. Hurne
--------------------Director
Melissa
Cliett
--------------------Chief Ooeratina
Officer
ALL
MAY
BE
REACHED
--------------------AT THE ORGANIZATION

40.00

163,314.

0.

0.

0.00

o.

o.

0.

0.00

0.

0.

0.

0.00

0.

0.

0.

0.00

0.

0.

0.

0.

0.

40.00

122,875.

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

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

--------------------------------------------------------------------------------BAA

TEEA0107

11/10/09

Form 990 (2009)

Form990(2009)

Trust,
Inc.
52-2166327
Pages
A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont.)

Donors

I Part VII I Section

(A)

(8)

(c)

Average Posollon (check all that apply)

hours
per wee~ Q

Name and Title

(D)

(E}

(F)

Reportable
compensation from
the organozat,on
(W-211099-MISC)

Reportable
compensation from
related organozallons
(W-211099-MISC)

Est,maled
amount of other
compensation
from the
organozallon
and related
organozat,ons

1 b Total
...
2 8 6, 18 9
0.
0.
2 Total number of 1nd1v1duals(including but not l1m1tedto those listed above) who received more than $100,000 in reportable compensation
from the organization
... 2
Yes

3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee
on II ne 1a? If 'Yes, ' complete Schedule J for such md1v1dual

--

No

---

--

---

--'

I
I

4 For any ind1v1duallisted on line 1a, 1sthe sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,0007 If 'Yes' complete Schedule J for such

--

md1v1dual

5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services
rendered to the organization? If 'Yes,' complete Schedule J for such person

--

--

_J

Section B. Independent Contractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization
(A)
Name and business address
Richard

Vedder

7 4 64 Ridqeview

Circle

(8)
Description of Services

Athens

OH

45701

Research,

and

writ1nq,

speak1nq,

BAA

150,000.

administration

2 Total number of independent contractors (including but not limited to those listed above) who received more than
$100,000 1ncompensation from the organization

(C)
Compensation

1
TEEAOl08 01130/10

I
Form 990 (2009)

Donors Trust
Inc
Statement of Revenue

Form 990 (2009)

IPart VIII I

52-2166327

(B)
Related or
exempt
function
revenue

(A)
Total revenue

1 a Federated campaigns

~~

(D)
Revenue
excluded from tax
under sections
512, 513, or 514

(C)
Unrelated
business
revenue

la

I
I

b Membership dues

lb

~:E

c Fundra1smg events

le

t::a:

d Related organizations

ld

uii

e Government
grants(contributions)

le

2a:
i-w

::::l::c

f Allothercontributions,
gifts, grants,and
s1m1lar
amountsnot includedabove

1f

Zz

g Noncash
contnbnsincludedin Ins 1a-11.

a:o

Page 9

ell<

a :5
Zcil

Ii-c15
8<

I
'

16, 778, 729.

2[037[340.

h Total. Add Imes 1a-1 f

w
::,

i
I

Business Code

w
~
a:
w

2a

>
a:

ell
:E
<
a:

c.,

Administration

services

-~--

'

16,778,729.
--------

--

-----

620,820.

561000

- --

o.

620,820.

--

----

--

0.

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

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

f All other program service revenue

a:

g Total. Add Imes 2a-2f

a.

Investment income (including d1v1dends, interest and

other s1m1laramounts)

Income from investment of tax-exempt bond proceeds

Royalties
(1) Real

620,820

66,109.

o.

0.

66 109.

(11)Personal

4,220.

6 a Gross Rents
b Less rental expenses

4,220.

c Rentalincomeor (loss)

d Net rental income or (loss)

7 a Grossamountfrom salesof
assetsotherthaninventory
b Less costor otherbasis
andsalesexpenses
c Gain or (loss)

(1) Secunt,es

- -- ~----

- -

4,220.

---

--

---

-~-

---

o.

0.

--- - -

- -

4,220.

(11)Other

2,390,270.
2,431,049.
-40,779.

----------

d Net gain or (loss)

- ---

--

- - -- - -

-40,779.

o.

0.

---

- -

-40,779.
I

Sa Gross income from fundra1smg events

(not including $

w
::,
z

~a:

of contributions reported on line 1c).

a:
w

...
:c
0

See Part IV, line 18

b Less direct expenses

c Net income or (loss) from fundra1s1ng events

----

--

----

--

9a Gross income from gaming act1v1t1es

See Part IV, line 19
a
b Less: direct expenses

'!
'

c Net income or (loss) from gaming act1v1t1es

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

Bus1ness Code
--

--

--

--

11 a

------------------
-----------------c
-----------------d All other revenue
b

e Total. Add Imes 11a-11 d

12

BAA

Total revenue. See instructions

17[429[099.

TEEA0109

02/12/10

620[820.

o.

29,550.
Form 990 (2009)

Form 990 (2009

Part IX

Donors

Trust

52-2166327

Inc'.

Page 10

Statement of Functional Ex enses

Section 501(cX3) and 501(cX4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

Do not include amounts ~orted on lines

6b, 7b, Sb, 9b, and 70bof 'art Vlll
1 Grants and other assistance to governments
and organizations 1nthe US See Part IV,
line 21
in
2 Grants and other assistance to 1nd1v1duals
the US See Part IV, line 22
3 Grants and other assistance to governments,
organizations, and 1nd1v1duals
outside the
U.S See Part IV, Imes 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors,
trustees, and key employees
Compensation
not included above, to
6
d1squal1f1ed
persons (as defined under
section 4958(f)(l) and persons described 1n
section 4958(c)(3)(B)
7 Other salaries and wages

(A)
Total expenses

(B)
Program service
expenses

(C)
Management and
general expenses

(D)
Fundra1sing
expenses

12,641,403.

12,641,403.

I
I

I
I

301, 939.

178,354.

21, 241.

102,344.

140,235.

114,889.

6,713.

104,912.
106,261.

101, 629.
79,695.

1 149.
21,218.

2 134.
5,348.

13, 789.
894,247.
49.866.
14,567.
4,102.

13,441.
867,301.
1, 941.
11,693.
4,091.

261.
3,008.
0.
1,006.
4.

87.
23,938.
47 925.
1,868.
7.

53.851.
90,323.

40,471.
78,276.

4 683.
0.

8.697.
12,047.

4,820.
2,400.

397.
280.

737.
520.

560.
536.
557.
442.
60.
7, 372.
69,487.

1.040.
995.
1,035.
820.
3, 672.
0.
231,847.

18,633.

8 Pension plan contributions (include section

401(k) and section 403(b) employer
contributions)
9 Other employee benefits
10 Payroll taxes
11 Fees for services (non-employees)
a Management
b Legal
c Accounting
d Lobbying
e Prof fundra1s1ngsvcs See Part IV, In 17
f Investment management fees
g Other
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 (Expenses grouped together
and labeled miscellaneous may not exceed
5% of total expenses shown on line 25
below)
a Printinq_
&_production
____
b Postage
&_deliver_y
_______
c Tele_phone ______________
d Utilities
e DuesJ _membersh!_ps
& subs __
f All other expenses
AddImes1 through241
25 Totalfunctionalexpenses.

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

LJ

5, 954.
3,200.

14.485.
9,497.
7,526.
5,159.
7,853.
15,204.
14,484,373.

12,885.
7,966.
5,934.
3,897.
4, 121.
7,832.
14,183,039.

1ffollowing
26 Joint costs. Check here
SOP 98-2 Complete this line only 1fthe
organization reported in column (B) Joint
costs from a combined educational
campa1qn and fundra1s1nqsohc1tat1on
Form 990 (2009)

BAA

TEEAOl10

02/05110

Form 990 (2009)

Donors

Trust

IPart X I Balance Sheet

'

52-2166327

Inc

(8)

(A)
Beginning of year

s
s
E

End of year
1

Cash - non-interest-bearing

2
3

Savings and temporary cash investments

Pledges and grants receivable, net

Accounts receivable, net

Receivables from current and former officers, directors, trustees, key employees,
and highest compensated employees Complete Part II of Schedule L

6
7

Receivables from other d1squahf1edpersons (as defined under section 4958(f)(l ))

and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L
Notes and loans receivable, net

Inventories for sale or use

Prepaid expenses and deferred charges

10a Land, buildings, and equipment. cost or other basis

Page 11

8,633,549.

12,046,509.

2
3

75,259.

73,165.

4
5

________

_J

6
7

68,980.

10a

Complete Part VI of Schedule D

b Less. accumulated deprec1at1on

I
A

11

Investments - publicly-traded securities

14

Intangible assets

15

Other assets See Part IV, line 11

16

Total assets. Add lines 1 throuoh 15 (must equal line 34)

17
18

Accounts payable and accrued expenses

Grants payable

19

Deferred revenue

19

20

Tax-exempt bond l1ab1l1t1es

Escrow or custodial account hab1hty Complete Part IV of Schedule D

20

T
I

14

3,699.
10,550,875.
14,035.

15
16
17

21

22
23
24

25

Unsecured notes and loans payable to unrelated third parties

Other l1ab1ht1es.Complete Part X of Schedule D

26

Total liabilities. Add Imes 17 through 25

25

14,035.

28

Temporarily restricted net assets

Permanently restricted net assets

29

0
R

26

~ and complete lines

27 through 29 and lines 33 and 34.

Unrestricted net assets

------

----

10,536

27

13, 780, 991.

28

Organizations that do not follow SFAS 117, check here

29

O and complete

lines 30 through 34.

--

30

Capital stock or trust principal, or current funds

30

31

Paid-in or capital surplus, or land, building, and equipment fund

31

32

Retained earnings, endowment, accumulated income, or other funds

17,864.

-- ________
J

- -

840.

----------

Secured mortgages and notes payable to unrelated third parties

27

3,699.
13,798,855.
17,864.

18

23

iN

13

Payables to current and former officers, directors, trustees, key emplopees,

highest compensated employees, and d1squal1f1edpersons Complete art II
of Schedule L

Organizations that follow SFAS 117, check here

37,455.
1,638,027.

12

24

N
E

iE
!

11

Investments - program-related. See Part IV, line 11

22

10c

Investments - other securities See Part IV, line 11

21

31,980.
1,556,388.
250,000.

12

31, 525.

10b

13

B
L

32

10,536,840.
10,550,875.

c 33 Total net assets or fund balances

E
s 34 Total hab1ht1esand net assets/fund balances
BAA

.J

33
34

13,780 991.
13,798,855.
Form 990 (2009)

TEEAOl 11

01130/10

Form 990 (2009)

Trust , Inc
Statements and Reportina

Donors

IPart XI I Financial

1 Accounting method used to prepare the Form 990

52-2166327

Page 12
Yes

D Cash IKJAccrual D Other

If the organization changed its method of accounting from a prior year or checked 'Other,' explain
in Schedule O

2a Were the organization's financial statements compiled or reviewed by an independent accountant?

b Were the organization's financial statements audited by an independent accountant?
c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b11ityfor oversight of the audit,
review, or comp1lat1onof its financial statements and selection of an independent accountant?

No
I
I

~--

~-_j

---

2a
2b
2c

x
x

If the organization changed either its oversight process or selection process during the tax year, explain
in Schedule O

d If 'Yes' to line 2a or 2b, check a box below to 1nd1catewhether the f1nanc1alstatements for the year were issued on a
consolidated basis, separate basis, or both:

Separate basis

!KlConsolidated basis D

Both consolidated and separate basis

3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1n the 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, exelain whz: 1n Schedule O and describe anz: stees taken to under~o such audits

-~-

3a

-~-

_____

3b
Form 990 (2009)

BAA

TEEA0112

02/05/10

OMB No 1545-0047

SCHEDULE A

2009

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 Trust,

Open to Public
Inspection

Employer identificat1on number

Inc.

IPart I IReason for Public Charity

52-2166327
Status (All organizations must complete this part.) See instructions

The organization 1snot a private foundation because 1t 1s: (For Imes 1 through 11, check only one box )

~ A church, convention of churches or assoc1at1onof churches described 1nsection 170(b)(1)(A)(i).

1
2
3
4

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E)

A hospital or cooperative hospital service organization described 1nsection 170(b)(1)(A)(iii).
A medical research organization operated in con1unct1onwith a hospital described 1nsection 170(b)(1)(A)(iii) Enter the hospital's
name, city, and state
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section
170(b)(1)(A)(iv). (Complete Part II )

O
O A federal, state, or local government or governmental unit described 1nsection 170(b)(1)(A)(v).
lfilAn
organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section 170(b)(1)(A)(vi). (Complete Part II )
0 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II )
0 An organization that normally receives (1) more than 33-1/3 % of its support from contributions, membership fees, and gross receipts
from act1v1t1esrelated to its exempt functions - sub1ect to certain exceptions, and (2) no more than 33-1 /3 % of its support from gross

6
7
8
9

investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975 See section 509(a)(2). (Complete Part Ill )

10
11

An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(l) or section 509(a)(2) See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines 11e through 11h
a
Type I
b
Type II
c
Type Ill - Functionally integrated
d
Type Ill- Other
By checking this box, I certify that the organization 1snot controlled directly or 1nd1rectlyby one or more d1squalif1ed persons other
than foundation managers and other than one or more publicly supported organizations described in section 509(a)(l) or section
509(a)(2)
If the organization received a written determ1nat1onfrom the IRS that 1sa Type I, Type II or Type Ill supporting organization,
check this box
Smee August 17, 2006, has the organization accepted any gift or contribution from any of the following persons 7
Yes No
(i)
a person who directly or indirectly controls, either alone or together with persons described 1n (11)and (111)
11 a (i)
below, the governing body of the supported organization?
11g(ii)
(ii)
a family member of a person described 1n(1) above?
11 g (iii)
(iii) a 35% controlled entity of a person described in (1) or (11)above?

Provide the following information about the suooorted organizations

(1) Name of Supported
Organization

(11)EIN

(1h) Type of organization

(described on Imes 1-9
above or IRC section
(see instructions))

(iv) Is the

orp.arnzationm col
1) listed

in

your

3covern1ng

(v) Did you notify

col (i) of
your support'

ocument7

Yes

No

Total
BAA ForPrivacyActand PaperworkReductionAct Notice,seethe Instructionsfor Form990or 990-EZ.

TEEA0401

02/05110

(vi) Is the

the orgarnzat1on m orgarnzat1on m

Yes

No

(1) organized

US'

Yes

in

col

(vu) Amount of Support

the

No

Schedule A (Form 990 or 990-EZ) 2009

Donors

Schedule A (Form 990 or 990-EZ) 2009

Trust,

IPart II !Support Schedule for Organizations

Inc.

Page 2

52-2166327

Described in Sections 170(bX1XAXiv) and 170(bX1XAXvi)

(Complete only 1fyou checked the box on line 5, 7, or 8 of Part I)

Sect'ion A Pu bl'IC S uppo rt

Calendar year (or fiscal year
beginning in) ...
1

Gifts, grants, contributions and

membersh1P.fees received )Do
not include 'unusual grants.'
Tax revenues levied for the
organization's benefit and
either paid to 1tor expended
on its behalf

(a) 2005

(b) 2006

(C) 2007

(d) 2008

(e) 2009

(f) Total

2,805,881.

4,866,975.

12,188,446.

10,634,041.

16,778,729.

47,274,072.

The value of services or

fac11it1es
furnished to the
organization by a governmental
unit without charge Do not
include the value of services or
fac11it1es
generally furnished to
the public without charge
4 Total. Add Imes I -through 3
2,805,881.
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f)

4,866,975.

12,188,446.

10, 634, 041.

16, 778, 729.

47,274,072.

9,361

Public support. Subtract line 5

from line 4

Set
e ion BTtlS
oa

37,912,147.

UDDOrt

Calendar year (or fiscal year

beginning in) ...

(a) 2005

(b) 2006

Amounts from line 4

Gross income from interest,

d1v1dends,payments received
on securities loans, rents,
royalties and income form
s1m1larsources

Net income from unrelated

business act1v1t1es,whether or
not the business 1sregularly
carried on

10

Other income Do not include

gain or loss from the sale of
capital assets (Explain 1n
Part IV)

11

Total supgort. Add lines 7

12

through 1
Gross receipts from related acliv1t1es,etc (see instructions)

13

925.

805,

881.

45,954.

4,866

975.

111,726.

(c) 2007
12,188,446.

271,

453.

(d) 2008
10,634,041.

284,903.

(e) 2009

(f) Total

16, 778, 729.

47,274

70,330.

072.

784,366.

48,058,438.

12

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

14 Public support percentage for 2009 (line 6, column (f) d1v1dedby line 11, column (f)
15 Public support percentage from 2008 Schedule A, Part II, line 14

14
15

78.89%
73.79%

16a 33-1/3 support test - 2009. If the organization did not check the box on line 13, and the line 14 1s33-1 /3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization

... ~

b 33-1/3 support test - 2008. If the organization did not check a box on line 13, or 16a, and line 15 1s33-1 /3% or more, check this box ...
and stop here. The organization qualifies as a publicly supported organization
test - 2009 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 in Part IV how
the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization

17 a 10%-facts-and-circumstances

...

test - 2008. If the organization did not check a box on line 13, 16a, l 6b, 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 1nPart IV how the
organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization
...
18 Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see 1nstruct1ons
...
BAA
Schedule A (Form 990 or 990-EZ) 2009
b 10%-facts-and-circumstances

TEEA0402

10/08/09

Schedule

A (Form

990 or 990-EZ) 2009

Donors

Trust,
Inc.
Described in Section 509(aX2)

IPart Ill ISupport Schedule for Organizations

52-2166327

Page 3

(Complete only 1fyou checked the box on line 9 of Part I )

Sec1on
f
A Publ"IC SUDDO
rt
Calendar year (or fiscal yr beginningm) ._
1 Gifts. grants, contnbut1ons and
membership fees received ~Do
not include 'unusual grants.'
2 Gross receipts from
adm1ss1ons,merchandise sold
or services performed, or
fac1l1t1esfurnished 1na act1v1ty
that 1s related to the
organization's tax-exempt
purpose
that are
3 Grossreceiptsfrom activ1t1es
notan unrelatedtradeor business
undersection513
4 Tax revenues levied for the
or~anization's benefit and
e1t er paid to or expended on
its behalf
5 The value of services or
fac11it1esfurnished by a
governmental unit to the
organization without charge

(a) 2005

(b) 2006

(c) 2007

(d) 2008

(e) 2009

(f) Total

(a) 2005

(b) 2006

(c) 2007

(d) 2008

(e) 2009

(f) Total

6 Total. Add lines 1 through 5

7 a Amounts included on lines 1.
2, 3 received from d1squalif1ed
persons
b Amounts included on lines 2
and 3 received from other than
d1squalif1edpersons that
exceed the greater of 1% of
the amount on line 13 for the
year
c Add lines 7a and 7b
Public support (Subtract line

7c from line 6 )

Stec1on BTtlS
oa

UDDOrt

Calendar year (or fiscalyr beginningin) ._

9 Amounts from line 6
10a Gross income from interest,
d1v1dends,payments received
on secunt1es loans, rents,
royalties and income form
s1m1larsources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines 1Oa and 1Ob
11 Netincomefrom unrelatedbusiness
act1v1ties
not includedmimelOb,
whetheror notthe business1s
regularlyearnedon
12 Other income Do not include
gain or loss from the sale of
capital assets (Explain 1n
Part IV)

13 Total support. (addIns9, 10:.11.and12)

14 First five years. If the Form 990 1sfor the organization's first. second, third, fourth. or fifth tax year as a section 501 (c)(3)
organization. check this box and stop here

Section C. Com utation of Public Su

ort Percenta e

15

Public support percentage for 2009 (line 8, column (f) d1v1dedby line 13, column (f))

15

16

Public support percentage from 2008 Schedule A, Part Ill, line 15

16

Section D. Com utation of Investment Income Percenta e

17

Investment income percentage for 2009 (line lOc, column (f) d1v1dedby line 13, column (f))

17

18

Investment income percentage from 2008 Schedule A. Part Ill, line 17

18

19a 33-1/3 support tests - 2009. If the organization did not check the box on line 14, and line 15 1s more than 33 1/3%, and line 17 1s not
more than 33-113%, check this box and stop here. The organization qualifies as a publicly supported organization
...

b 33-1/3 support tests - 2008. If the organization did not check a box on line 14 or 19a, and line 16 1s more than 33 1/3%, and line 18
1snot more than 33 1/3%, check this box and stop here. The organization qual1f1esas a publicly supported organization
...
20
BAA

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
TEEA0403

0211s110

...

Schedule A (Form 990 or 990-EZ) 2009

Schedule A (Form 990 or 990-EZ) 2009

Donors Trust,
Inc.
52-2166327
Page4
!!Bi'iftll,111
SupplementalInformation.Complete this part to provide the explanations required by Part II, line 10;

Part II, line 17a or 17b; and Part Ill, line 12. Provide any other add1t1onal1nformat1on.See instructions.

BAA

TEEA0404

02/05/ 10

Schedule A (Form 990 or 990-EZ) 2009

OMB No 1545-0047

SCHEDULED
(Form 990)

Supplemental Financial Statements

2009

Complete if the or!1anization answered 'Yes,' to Form 990,

Part IV, Imes 6, 7, 8, 9, 10, 11, or 12.
Attach to Form 990. See separate instructions

Department of the Treasury

Internal Revenue Service

Open to Public
Inspection
Employer ldenbficabon number

Name of the organization

Donors

Trust,

Inc.

52-2166327

IPart I IOrganizations

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

(b) Funds and other accounts

99.
15,418,786.
12,636,917.
10,465,260.

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

5 Did the organization inform all donors and donor advisors 1nwriting that the assets held in donor advised
funds are the organization's property, subJect to the organization's exclusive legal control?
6

~Yes

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor or for any other
purpose conferring 1mperm1ss1bleprivate benefit??

IPart II

ivl
~

Yes

No

Conservation Easements Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 7.

1 Purpose(s) of conservation easements held by the organization (check all that apply)
Preservation of land for public use (e.g., recreation or pleasure)
Preservation of an historically important land area
Protection of natural habitat
Preservation of cert1f1edhistoric structure
Preservation of open space
2 Complete Imes 2a through 2d 1fthe organization held a qual1f1edconservation contribution 1nthe form of a conservation easement on the
Iast dav of the tax year
Held at the End of the 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 1n (a)
2d
d Number of conservation easements included in (c) acquired after 8117/06

0
D

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 1slocated

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of v1olat1ons,
and enforcement of the conservation easement 11holds?
6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements
during the year
7 Amount of expenses incurred 1nmonitoring, inspecting, and enforcing conservation easements
during the year
$

D Yes

O No

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(8)(1) and 170(h)(4)(8)(11)?

O Yes

O No

In Part XIV, 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 financial statements that describes the organization's accounting for
conservation easements

IPart III IOrganizations

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, not to report in its revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,education, or research in furtherance of public service, provide, in Part XIV,
the text of the footnote to its financial statements that describes these items.

b If the organization elected, as permitted under SFAS 116, to report 1nits revenue statement and balance sheet works of art, historical
treasures, or other s1m1larassets held for public exh1b1t1on,education, or research in furtherance of public service, provide the following
amounts relating to these items
(i) Revenues included in Form 990, Part VIII, line 1
$_______
(ii) Assets included in Form 990, Part X
$ _______

_
_

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 relating to these items
a Revenues included 1nForm 990, Part VIII, line 1
$_______

b Assets included in Form 990, Part X

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3301

02102/10

Schedule D (Form 990) 2009

ScheduleD(Form990)2009

IPart Ill IOrganizations

3

Donors Trust,
Inc.
52-2166327
Page2
Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization's acqu1s1t1onaccession and other records, check any of the following that are a s1gnif1cantuse of its collection
items (check all that apply):
a
b
c

Public exh1b1t1on
Scholarly research

D Loan or exchange programs

D Other

Preservation for future generations

Provide a description of the organization's collections and explain how they further the organization's exempt purpose in
Part XIV.

5 During the year, did the organization sol1c1tor receive donations of art, historical treasures, or other s1m1lar
assets to be sold to raise funds rather than to be maintained as art of the organization's collect1on7

Yes

No

Part IV Escrow and Custodial Arrangements Complete 1forganization answered 'Yes' to Form 990, Part IV, line
9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other 1ntermed1aryfor contributions or other assets not
included on Form 990, Part X?

0Yes

b If 'Yes,' explain the arrangement in Part XIV and complete the following table
Amount
c Beginning balance

le

d Add1t1onsduring the year

ld

e Distributions during the year

le

f Ending balance

1f

LJYes

2a Did the organization include an amount on Form 990, Part X, line 21?

lJNo

b If 'Yes,' explain the arrangement 1n Part XIV

IPart VI Endowment

Funds Complete 1forgan1zat1onanswered 'Yes' to Form 990, Part IV, line 10.
(a) Currentyear

1 a Beginning of year balance

b Contributions
c Net Investment earnings, gains,
and losses
d Grants or scholarships
e Other expenditures for fac1l1t1es
and programs
f Adm1nistrat1veexpenses
g End of year balance
2

(b) Prioryear

(c) Twoyearsback

(d) Threeyearsback

(e) Fouryearsback

I
I

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.

L 103, 256.
115, 399.
8,939,680.

I
I

I
I

Provide the estimated percentage of the year end balance held as:
a Board designated or quasi-endowment
c Term endowment ____

100. 00

0 . 00 %

b Permanent endowment

O'--' ..c.O...c..O
%

3 a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by
(i) unrelated organizations

Yes
3a(i)
3a(ii)

(ii) related organizations

x
x

3b

b If 'Yes' to 3a(11),are the related organizations listed as required on Schedule R?

4

No

Describe in Part XIV the intended uses of the organization's endowment funds

I Part VI I Investments-Land

Buildinqs, and Equipment. See Form 990, Part X, line 10.

Description of investment

(a) Cost or other basis

(investment)

(b) Cost or other

basis (other)

(d) Book Value

(c) Accumulated
Deorec1at1on

1 a Land
b Bu1ld1ngs

18,695.
50,285.

c Leasehold improvements
d Equipment
e Other

Total. Add lines 1a throu~h 1e (Column (d2 must e9.ual Form 990, Part X, column (B), /me I O(c2)

15,853.
21, 602.

2,842.
28 683.

...

37,455.

Schedule D (Form 990) 2009

BAA

TEEA3302

02102110

r
Schedule D (Form 990) 2009

Donors

IPart VII IInvestments-Other

Trust

'

Inc

52 - 2166327

Page 3

Securities See Form 990, Part X, line 12.

(a) Description of security or category

(including name of security)
F1nanc1alderivatives
Closely-held equity interests
Other

(b) Book value

(c) Method of valuation

Cost or end-of-year market value

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

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

------------------------------------------------------Total. (Column
(b) musteaualForm990PartX,col (8) /me12) ...
IPart VIII Ilnvestments-Proaram

(a) Description of investment type

Total.{Column
{bl musteoualForm990 PartX Col.(8) /me13.J

IPart IX IOther Assets

Related (See Form 990 Part X, line 13)

(b) Book value

(c) Method of valuation

Cost or end-of-year market value

...

(See Form 990, Part X, line 15)

(a) Description

(b) Book value

3,699.

Deoosits

...

Total. (Column (b) must equal Form 990, Part X, col (8), /me 15)

3,699.

IPart X I Other Liabilities (See Form 990, Part X, line 25)

(b) Amount

(a) Description of L1ab1hty

Federal Income Taxes

Total.(Column
(b) mustequalForm990,PartX,col (8) /me25)

...

2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's hab1l1ty
for uncertain tax pos1t1onsunder FIN 48

BAA

TEEA3303

02102110

Schedule D (Form 990) 2009

Schedule D (Form 990) 2009

IPart XI I Reconciliation
1
2
3
4
5
6
7

Donors Trust , Inc

52-2166327
of Chanae in Net Assets from Form 990 to Financial Statements

Page4

17,429.099.
14,484,373.
2,944.726.
299,425.

Total revenue (Form 990, Part Vlll,column (A), line 12)

Total expenses (Form 990, Part IX, column (A), line 25)
Excess or (def1c1t)for the year Subtract line 2 from line 1
Net unrealized gains (losses) on investments
Donated services and use of facilities
Investment expenses
Prior period adJustments

8 Other (Describe 1nPart XIV)

9 Total adJustments (net) Add lines 4 through 8

299.425.
3, 244, 151.

10 Excess or (def1c1t)for the year per audited financial statements Combine Imes 3 and 9

IPart XII I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains on investments
b Donated services and use of fac11it1es
c Recoveries of prior year grants
d Other (Describe 1nPart XIV)
e Add Imes 2a through 2d
3 Subtract line 2e from line 1
4 Amounts included on Form 990, Part VIII, line 12, but not on Imel
a Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe 1nPart XIV)
c Add lines 4a and 4b
5 Total revenue Add lines 3 and 4c. (This must eaual Form 990, Part I, line 12)

IPart XIII I Reconciliation

2a
2b
2c
2d

I I

17 728.524.

2e
3

299,425.
17,429,099.

4c
5

17,429.099.

299,425.

4b

of Expenses per Audited Financial Statements With Expenses per Return

1 Total expenses and losses per audited f1nanc1alstatements

2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of fac1l1t1es
b Prior year adJustments
c Other losses
d Other (Describe in Part XIV)
e Add Imes 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 Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe 1nPart XIV)
c Add Imes 4a and 4b
5 Total expenses. Add lines 3 and 4c (This must equal Form 990, Part I, line 18)

14,484.373.

~:1
2d

I I

2e
3

14,484.373.

4c
5

14, 484, 373.

4b

IPart XIV I Supplemental Information

Complete this part to provide the descriptions required for Part II, Imes 3, 5, and 9, Part Ill, lines la and 4, Part IV, Imes lb and 2b, Part V,
line 4, Part X, line 2, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, Imes 2d and 4b Also complete this part to provide any add1t1onal
1nformat1on

BAA

TEEA3304

02102110

Schedule D (Form 990) 2009

ScheduleD(Form990)2009

Donors

Trust,

Inc.

52-2166327

Page 5

!E..a~~l:QS!
Supplemental Information (continued)

BAA

TEEA3305

07110109

Schedule D (Form 990) 2009

OMS No 1545-0047

Grants and Other Assistance to Organizations,

Governments and Individuals in the United States

SCHEDULE I

(Form 990)

2009

Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 21 or 22.
Attatch to Form 990.

Department of the Treasury

Internal Revenue Service
Name of the organization

Employer identificat1on number

Donors

52-2166327

Trust.
Inc.
lbla'itllml
General Information on Grants and Assistance
Does the organization ma1nta1nrecords to substantiate the amount of the grants or assistance, the grantees' el1g1b1htyfor the grants or assistance, and
the selection cntena used to award the grants or assistance?
2

IR]Yes

0No

Describe in Part IV the organization's procedures for monitonn_g_the use of qrant funds 1n the United States

lliiii.tlllll
Grants

and Other Assistance to Governments and Organizations in the United States. Complete 1f the organization answered 'Yes' to Form
990, Part IV, line 21 for any rec1p1entthat received more than $5,000. Check this box 1f no one rec1p1ent received more than $5,000. Use
Part IV and Schedule 1-1(Form 990) If add1t1onalspace IS needed

1 (a) Name

and address of organization

or government

See schedule,_

attached

(b)EIN

(c) IRC section

1f applicable

(d) Amount of cash grant

(e) Amount of non-cash

assistance

(I) Method of valuation

(book, FMV. appraisal,
other2

(g) Description of
non-cash assistance

....

(h) Purpose of grant

or assistance

__

Enter total number of section 501 (c)(3) and government organizations

Enter total number of other or_g_anizat1ons

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

....
....
TEEA3901

02/ 10/ 10

Schedule I (Form 990) 2009

Schedulel(Form990)2009

Donors

Trust,

Inc.

52-2166327

Page2

!La.aitllllI Grants and Other Assistance to Individuals in the United States. Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 22.
Use Part IV and Schedule 1-1 (Form 990) 1f add1t1onalspace 1s needed.
(b) Number of
rec1p1ents

(a) Type of grant or ass,stance

(c) Amount of
cash grant

(cf) Amount of
non-cash assistance

(e) Method of valuation (book,

FMV. appraisal. other)

(I) Description of non-cash assistance

IIBa'iitll~.JII
Supplemental Information. Complete this part to provide the 1nformat1onrequired in Part I, line 2, and any other add1t1onalinformation.

Pt_I _ _!,!_Q_e_~
______

The O~fanization

Pt_I

Line

2 ______

the

grant,

Pt_I

Line

2 ______

are

rnade_to

Pt_I

Line

2 ______

overs~t_p~ovided

b_y_United

States_and_individual

Pt_I

Line

2 ______

~_pJicable

charities.

__ In some casesL

_grantee

sends
will

u.s._eublic

to_such

each_grant
not

recipient_a

be_used_to

charities.

benefit

letter_statin_g
any_ di~q_ualified

__ In rnost_cases,

BAA

by_ acce_ptil}g_ __________________

the

Organization

states'
a reps,rt

person._

rules

of use_of

All _grants ___________

relies_~on_the
and req_ulations
funds_is

___________

_
_
_

_____________

r~q_uest. ____________

Schedule I (Form 990) 2009

TEEA3902

02/10/10

Compensation Information

OMB No 1545-0047

For certain Officers, Directors, Trustees, Key Employees, and Highest

Compensated Employees

2009

.,.. Complete if the organization answered 'Yes' to Fonn 990, Part IV, line 23.
.,.. Attach to Fonn 990. ... See separate instructions.

Open to Public
Inspection

SCHEDULE J
,_

(Fonn 990)

Department of the Treasury

Internal Revenue Service
Name of the organ1zabon

Donors

Trust,

IPart I IQuestions

Employer 1dentJfication number

I52-2166327

Inc.
Regarding Compensation

Yes

No

1 a Check the appropriate box(es) 1fthe organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line la Complete Part Ill to provide any relevant information regarding these items

First-class or charter travel

Travel for companions
Tax indemnif1cat1onand gross-up payments
D1scret1onaryspending account

Housing allowance or residence for personal use

Payments for business use of personal residence
Health or social club dues or 1nit1at1onfees
Personal services (e g , maid, chauffeur, chef)

b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment or
reimbursement or prov1s1onof all of the expenses described above? If 'No,' complete Part Ill to explain
2

Did the organization require substant1at1onprior to re1mburs1ngor allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a?

Indicate which, 1fany, of the following the organization uses to establish the compensation of the organization's
CEO/Executive Director Check all that apply

~
4

lb

Compensation committee
Independent compensation consultant
Form 990 of other organizations

Written employment contract

Compensation survey or study
Approval by the board or compensation committee

During the year, did any person listed 1nForm 990, Part VII, Section A, line la with respect to the f1l1ngorganization
or a related organization
a Receive a severance payment or change-of-control payment?

l~~-4a

b Part1c1pate1n, or receive payment from, a supplemental nonqualifled retirement plan?

4b

c Part1c1pate1n, or receive payment from, an equity-based compensation arrangement?

4c

x
x
x

If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part Ill
Only section 501(cX3) and 501(cX4) organizations must complete lines 5-9.
5

For persons listed in Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation
contingent on the revenues of
a The organization?
b Any related organization?
If 'Yes' to line 5a or 5b, describe in Part Ill

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of.
a The organization?
b Any related organization?

Sa

Sb

6a

X
X

___
J
6b

___

If 'Yes' to line 6a or 6b, describe in Part Ill

7

__:j___
___

_J

For person listed 1nForm 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not
described in lines 5 and 6? If 'Yes,' describe 1nPart Ill

8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the in1t1al
contract exception described in Regs section 53 4958-4(a)(3)? If 'Yes,' describe in Part Ill

If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations
section 53 4958-6(c)?

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Fonn 990.

TEEA4101

02/02/10

9
Schedule J (Form 990) 2009

Schedule J (Form 990) 2009

Donors

Inc.
52-2166327
Key Employees, and Highest Compensated Employees. Use Schedule J-1 1f add1t1onal space 1s needed.

Trust,

!IBiiltIUI!
Officers, Directors, Trustees,

Page 2

For each 1nd1v1dualwhose compensation must be reported 1n Schedule J, report compensation from the organization on row (1) and from related organizations described in the instructions on
row (11) Do not list any 1nd1v1dualsthat are not listed on Form 990, Part VII

Note. The sum of columns (8)(1)-(111)must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a

(B) Breakdown of W-2 and/or 1099-MISC compensation

Whitney

Ball

(ii) Bonus and incentive

compensation

(i) Base
compensat,on

(A) Name

(C) Retirement and

other deferred
compensation

(iu)Olher
reportable
compensat,on

(i) L - - - _16 3 L 314 1- ------- 0o. 1-- ------- 0oJ. I- - - - - 1 ~'

Jiili
o.
(i)

Jii)_r

7 5 0 . _________

o.

(E) Total of columns

(D) Nontaxable
benefits

(8)(1)-(D)

t-___

0.

1 7 9.t O6 4

0.

(F) Compensation
reported 1n pnor
Form 990 or
Form 990-EZ

----------

o.
0.

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

ror----------~---------~---

Jii)_

(i)
Jii)_r
- - - - - - - - - _,_ - - - - - - - - - -,- - - - - - - - - - (i)
l{i_i)_,r- - - - - - - - _,_ - - - - - - - - - -,- - - - - - - - - - (i)
lrulr
- - - - - - - - - _,_- - - - - - - - - -,- - - - - - - - - - - - - - - - - - - - -

ror----------~---------~---------------------

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

ro~----------~---------~---------------------

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

ro~----------~---------~---------------------

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

ro~----------~---------~---------------------

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

ro~----------~---------~---------------------

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

ror----------~---------~---------------------

----------r----------

100

ICio

1<">
ICio
ICio

ICiO

ror----------~---------~---------------------

ICiO

----------r----------

ro~----------~---------~---------------------

ICio

ror----------~---------~---------------------

ICiO

(i)
L!iilr

BAA

- -- - --

-1-

- - - - - - - - - -1-

- - - - - - - - - - - - - - - - - - - TEEA4102

02/02/10

Schedule J (Form 990) 2009

Donors Trust,
Inc.
52-2166327
Page 3
Information
Complete this part to provide the 1nformat1on,explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete
this part for any add1t1onalinformation.

Schedule J (Form 990) 2009

IDli""11tlm1
Supplemental

BAA

Schedule J (Form 990) 2009

TEEA4103

06/23/09

OMB No 1545-0047

SCHEDULE L

Transactions with Interested Persons

(Form 990 or 990-EZ)

Department of the Treasury

Internal Revenue Service

identification

number

Trust,
Inc.
52-2166327
I Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete
1fthe organization
answered
'Yes'onForm990,PartIV,line25aor 25b,or Form990-EZ,
PartV, line40b.
(c) Corrected'

(b) Description of transaction

(a) Name of disqualified person

Open to Public
Inspection

IEmployer

Name of the organization

Donors
IPart I

2009

Complete if the organization answered

'Yes' on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ. See separate instructions.

Yes

Enter the amount of tax imposed on the organization managers or d1squal1f1ed

persons during the year under
section 4958
Enter the amount of tax, 1f an , on line 2, above, reimbursed b the or arnzat1on

Part II

No

~ $ -------~

Loans to and/or From Interested Persons.

Complete
1fthe organization
answered
'Yes'onForm990,PartIV,line26or Form990-EZ,
PartV,line38a.

(a) Name of interested person and purpose

(b) Loan to or from

(c) Original
principal amount

the organization>

(d) Balance due

(e) In default>

'{!y Approved
board or

(g)Written
agreement>

committee?
To

From

Yes

Total

No

1;y.

Yes

No

Yes

p,

' j(

No

0\ II

I Part Ill I Grants or Assistance Benefitting lnter~ste~ Persons.

Complete 1fthe organization answered Yes on Form 990, Part IV, line 27.
(a) Name of interested person

(b) Relationship between interested person and

the organ12at1on

(c) Amount and type of assistance

IPart IV IBusiness

Transactions Involving Interested Persons.

Complete 1fthe organization answered'Yes' on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person

(b) Relationship between

interested person and the
organization

\cl Amount of
ransact1on $

(d) Description of transaction

(e) Sharing of
orgamzabon's

revenues'
Yes

Melissa

Cliett

Former

coo

11,250.

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990
or990-EZ.

TEEA4501

01130110

Consultinq
to written

pursuant
contract

No

Schedule L (Form 990 or 990-EZ) 2009

SCHEDULEM
(Form 990)

OMB No 1545-0047

Noncash Contributions

2009

... Complete if the organizations answered 'Yes'

on Fonn 990, Part IV, lines 29 or 30.
Department of the Treasury
Internal Revenue Service

... Attach to Fonn 990.

Name of the organozat,on

Donors

Trust,

I Part I

ITypes

Open To Public
Inspection

Employer identificat,on number

52-2166327

Inc.

of Property
(a)
Check 1f
applicable

(c)
Revenues reported
on Form 990,
Part VIII, line lg

(b)
Number of
Contributions

(d)
Method of determining
revenues

1 Art-Works of art
2

Art-Historical

treasures

Art-Fractional

interests

Books and publications

Clothing and household goods

Cars and other vehicles

Boats and planes

Intellectual property

9 Securities-Publicly traded
10 Securities-Closely held stock

19

587,340.

Avq value

day

receipt

11 Securit1es-Partnersh1p, LLC, or trust interests

12 Secur1t1es-M1scellaneous
13 Qual1f1edconservation contributionHistoric structures
14 Qual1f1edconservation contribution-Other
15 Real estate-Res1dent1al
16 Real estate-Commercial

1,450,000.

Sales
after

2 months

price
receiot

17

Real estate-Other
18 Collectibles
19 Food inventory
20
21

Drugs and medical supplies

Taxidermy

22

Historical artifacts

23

Sc1ent1f1cspecimens

24

Archeolog1cal artifacts
Other .,..
( --------------Other .,..

25
26
27
28
29

Other .,..
(
Other .,.. (

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

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

)
)

Number of Forms 8283 received bj the organization during the tax year for contributions for which the
organization completed Form 828 , Part IV, Donee Acknowledgement

29

I
Yes

30a During the year, did the organization receive by contribution any property reported 1n Part I, lines 1-28 that 1t must
hold for at least three years from the date of the 1rnt1alcontribution, and which 1s not required to be used for exempt
purposes for the entire holding period?

--

b If 'Yes,' describe the arrangement in Part II

31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

--

32a Does the organization hire or use third parties or related organizations to solicit, process, or sell
noncash contributions?

___ J

---

30a
31
32a

---

No

~J

b If 'Yes,' describe in Part II

33 If the organization did not report revenues in column (c) for a type of property for which column (a) 1schecked,
describe in Part II.
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Fonn 990.

TEEA4601

02/08/10

Schedule M (Form 990) 2009

Inc.
52-2166327
Page 2
this part to provide the 1nformat1onrequired by Part I, lines 30b, 32b,
and 33. Also complete this part for any add1t1onal1nformat1on.

Schedule M (Form 990) 2009

Donors

Trust,

i[llaffllJJ!
SupplementalInformation.Complete

BAA

TEEA4602

07/21/r:l'J

Schedule M (Form 990) 2009

OMB No 1545-0047

SCHEDULE N

Complete if the organization answer 'Yes' to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36 .
... Attach certified copies of any articles of dissolution, resolutions, or plans.
... Attach to Form 990 or 990-EZ.

Department of the Treasury

Internal Revenue Service

Inc.

Termination, or Dissolution. Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Schedule N-1 1f

(a) Description
of asset(s)
distributed
or transaction
expenses
paid

number

52-2166327

IPart I I Liquidation,

Open to Public
Inspection

IEmployer identification

Name of the organization

D_onors Trust,

2009

Liquidation, Termination, Dissolution, or Significant Disposition of Assets

(Form 990 or 990-EZ)

(b) Dateof
d1stribut1on

(c) Fairmarketvalueof
asset(s)
distributed
or
amountof transaction
expenses

(d) Methodof
determining
FMVfor
asset(s)distributed
or
transaction
expenses

(g) IRCCode
sectionof
rec1p1ent(s)
(11
tax-exempt)
or
typeof entity

(f) Nameandaddress
of rec1p1ent

(e) EINof rec1p1ent

Yes
2

Did or will any officer, director, trustee, or key employee of the organization
a Become a director or trustee of a successor or transferee organization?
b Become an employee of, or independent contractor for, a successor or transferee organization?
c Become a direct or indirect owner of a successor or transferee organization?
d Receive, or become entitled to, compensation or other s1m1larpayments as a result of the organization's llqu1dat1on,term1nat1on,or d1ssolut1on7
e If the organization answered 'Yes' to any of the questions 1nthis line, provide the name of the person involved and explain 1nPart Ill

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.

TEEA4701

06/25/09

--

---

No

---

2a
2b
2c
2d

Schedule N (Form 990 or 990-EZ) 2009

Schedule N {Form 990 or 990-EZ) 2009

Donors

Trust,

Inc

52-2166327

Pa_ge2

I Part I I Liquidation, Termination, or Dissolution (continued)

Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B) should equal -0-

Yes

3 Did the organization distribute its assets 1n accordance with its governing instrument(s)? If 'No,' describe 1n Part Ill
4a Did the organization request or receive a determination letter from the IRS that the organization's exempt status was terminated?
b If 'Yes', provide the date of the letter

No

3
4a

Attach a copy of the letter and, 1f applicable, the organization's request for the letter

---

--

Sa Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate?

__J

Sa

b If 'Yes', did the organization provide such notice?

Sb

6 Did the organization discharge or pay all l1ab11it1esin accordance with state laws?

7a Did the organization have any tax-exempt bonds outstanding during the year?

7a

b Did the organization discharge or defease tax-exempt bond l1ab1lit1esin accordance with the Internal Revenue Code and state laws?

7b

c If 'Yes,' describe in Part Ill how the organization defeased or otherwise settled these l1ab1l1ties If 'No,' explain in Part Ill

[l?ar,iffilSale, Exchange,

Disposition, or Other Transfer of More than 25% of the Organization's Assets. Complete this part 1f the organ1zat1on answered
'Yes' to Form 990, Part IV, line 32, or Form 990-EZ. line 36. Use Schedule N-1 1f add1t1onalspace 1s needed

(a) Descriptionof asset(s)

distributedor transaction
paid
expenses

See Sch N Part

(b) Dateof
d1stribut1on

(c) Fairmarketvalueof
asset(s)distributedor
amountof transactmn
expenses

(d) Methodof
determiningFMVfor
asset(s)distributedor
transactionexpenses

(e) EINof rec1p1ent

(f) Nameandaddressof rec1p1ent

(g) IRCCode
sectionof
rec1p1ent(s)
(1f
tax-exempt)
or
tvpeof entitv

III

Yes
Did or will any officer, director, trustee, or key employee of the organization:

---

--

a Become a director or trustee of a successor or transferee organization?

2a

b Become an employee of, or independent contractor for, a successor or transferee organization?

2b

c Become a direct or indirect owner of a successor or transferee organization?

2c

d Receive, or become entitled to, compensation or other s1m1larpayments as a result of the organization's s1gnif1cant d1spos1tion of assets?

2d

No

__J

x
x
x
x

e If the organization answered 'Yes' to any of the questions in this line, provide the name of the person involved and explain in Part Ill

BAA

TEEA4702

01/30110

Schedule N (Form 990 or 990-EZ) 2009

Donors
Trust,
Inc.
52-2166327
Information. Complete to provide the information required by Part I, lines
2e, 7c; Part II, line 2e; and any add1t1onalinformation.

ScheduleN(Form990or990-EZ)2009

Page 3

liBiitllJ191
Supplemental
Part

II,

Line

1 ___ THE ORGANIZATION HAD A GREATER_THAN_25%_TRANSFER_OF

Part

II,

Line

1 ___ ITS

Part

II,

Line

l ___ PRIMARY PROGRAM - _A DONOR ADVISED FUND PROGRAM JSEE

Prt

II,

Line

_1___ PART_II...t_LINE_4j

ASSETS AS A RESULT OF NORMAL OPERATIONS_OF

._

IN_TOTAL,

_?~t_.1:!., _ _!,1,ne l ___ CASH_EQUAL T0_$12L636L917_AS

_?~t_ .1:!.r_ ..!,1,i:!_e_
1 ___ A LIST

ITS _____________
-------------

GRANTS_TO PUBLIC CHARITIES. _________

IS _INCLUDED AT SCHEDULE_________

II,

Line

1 ___ I.

Part

II,

Line

l ___ TRANSFER_OF MORE THAN_25%_0F

Part

II,

Line

l ___ ASSETS WAS MADE.________________________________________

_NO OTHER SALEL EXCHANGE, DISPOSITION

06125109

OF THE CASH DISTRIBUTIONS

TEEA4703

THE ORGANIZATION DISTRIBUTED ________

Part

BAA

____________

OR OTHER ______________

THE ORGANIZATION'S ________________

_
_
_
_

Schedule N (Form 990 or 990-EZ) 2009

SCHEDULEO

OMS No 1545-0047

Supplemental Information to Form 990

(Fonn 990)

Department of the Treasury

Internal Revenue Service
Name of the organization

Donors

Trust.

2009

Complete to provide infonnation for responses to specific questions on

Fonn 990 or to provide any additional infonnation.
Attach to Fonn 990.

Open to Public
Inspection

Employer identification number

I52-2166327

Inc.

Pt_I_I]:L_LJ!!~_2

___

THE ORGANIZATION

Pt_I_I]:L_LJ!!~_2

___

AND TM,_ DURING 2009.

LINE

STARTED 3_NEW PROGRAMSL_CCAF,

SPFA --------------

_ THESE PROGRAMS ARE_DESCRIBED

IN ____________

_?_!_I_I]:L_LJ!!e

2___

PART_III_ON

_?_!_I_I]:L_Line

3___

THE ORGANIZATION

TERMINATED 3 PROGRAMS THAT WERE_REPORTED _________

4. ---------------------------------------

PART III.1_LINE_4

Pt_IIIL

Line

3___

0N ITS

Pt_IIIL

Line

3___

THE PROJECT

Pt_IIIL

Line

3___

GOVERNMENT & GROWTH_(G&G)_AND THE HOLLYWOOD PROJECT JHPPJ.

Pt_IIIL

Line

3___ A DESCRIPTION_OF

Pt_IIIL

Line

3___

2008_FORM_990L

Pt_IIIL

Line

3___

CAN BE FOUND ON LINE

FORM 99~,-

OF PERCEPTIONS_OF

DURING_THE_2008

____________
________

PPAA & G&G ARE AVAILABLE ON_THE_ORGANIZATION'

LINE

4.l_PART_III.

_ A_DESCRIPTION

4L PART III

REQUIRED TO BE_DISCLOSED

OF_THIS_RETURN.

VI-C,

Line

19_IF

BY APPLICABLE

Pt

VI-C,

Line

19 _REGULATION

Pt

VI-C,

Line

19 _REQUEST

Pt

VI-B,

Line

llA

FORM_990_REVIEWED

Pt

VI-B,

Line

llA

IN ADDITIONJ_ FORM 990

Pt

VI-B,

Line

llA

AND OFFICERS

SHORTLY AFTER_FILING

Pt

VI-B,

Line

llA

COMMENTS. _IF

ANY ISSUES

Pt

VI-B,

Line

llA

REMEDIAL ACTION IS

Pt

VI-B,

Line

llA

FORM_900_IF

Pt

VI-A,

Line

3 __ SOME_PROGRAMS_LISTED

Pt

VI-A,

Line

3 __ DIRECT

Pt

VI-A,

Line

3 __ RESEARCH.I WRITING_AND OTHER ACTIVITY

Pt

VI-A,

Line

3 __ PROGRAMS_IS

Pt

VI-Ac

Line

3 __ THE PROGRAM WHO HAS EXPERIENCE

Pt

VI-A,

Line

3 __ ACTIVITY._EACH

OF THESE CONTRACTORS_IS

Pt

VI-A,

Line

OFFICERS.

OR_OTHER ADMINISTRATIVE

AT ORGANIZATION'S

S ____

_
_
_

OF HPP -----------________________

STATUTEt_ ______________

RULEL AVAILABLE BY____________

_
_
_

OFFICE.----------------------------

BY PRESIDENT_ & CFO PRIOR TO FILING.

IS

TAX_YEAR: --------

AMERICANS_ABROA_(PPAAJL

Pt

BAA

DISTRIBUTED

____________

TO_ALL BOARD MEMBERS_________

FOR THEIR

REVIEW AND ___________

ARE RAISED.1 _APPROPRIATE

TAKEt!,_ INCLUDING_FILING

________________

AN AMENDED____________

_
_
_
_
_

NECESSARY-------------------------------------

SUPERVISION

AT PART III

OF INDEPENDENT CONTRACTORS CARRYING OUT ________

THE RESPONSIBILITY

ORGANIZATION'S

USE INDEPENDENT_CONTRACTORS. ______

ASSOCIATED

_
_

WITH CERTAIN _______

OF AN INDEPENDENT_CONTRACTOR MANAGING_
& EXPERTISE

IN THE AREA OF_RESEARCH_OR

DIRECTLY

SUPERVISED

BY_THE __ _

THE PROGRAMS WITH INDEPENDENT

For Pnvacy Act and paperwork Reducbon Act Notice, see the 1nstrucbons for Form 990.

TEEA4901

07117/09

Schedule O (Form 990) 2009

Schedule O (Form 990) 2009

Page 2

Name of the organrzat,on

Donors

Trust

Employer identJficatJon number

52-2166327

Inc.

Pt

VI-A,

Line

3 __ CONTRACTORS THAT OVERSEE OTHER INDEPENDENT CONTRACTORS ___________

Pt

VI-A,

Line

3 __ ARE:_NPSL_CCAP,

Pt

VI-A,

Line

3 __ 0F EACH PROGRAM LISTED_HERE.

_?,!;_'{.I_:-C, Line

17 _

u~

AND PFR. _SEE

PART !~,_LINE

4 FOR DESCRIPTION ______

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

VALWALWI_JWV. _________________________________________

BAA

Schedule O (Form 990) 2009

TEEA4902

07/17/r8

OMB No 1545-0047

SCHEDULER
(Fonn 990)

2009

Related Organizations and Unrelated Partnerships

"" Complete if the organization answered 'Yes' to Form 990, Part IV, lines 33, 34, 35, 36, or 37.
,.. Attach to Form 990. ,.. See separate instructions.

Department of the Treasury

Internal Revenue Service

Name of the organization

Employer identolicatoon number

Donors Trust~

Inc.

IIB.tii.tllI
Identification
~

52-2166327

of Disregarded Entities (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 33.)

Name, address. and

t>
IN of disregarded entity

(B)
Primary act1v1ty

Donors_Trust,_
LLC 27-0704085 ____________
109 N Henry St
Alexandria
22314
Talent_Market-1 _LLC 27-0685825 ___________
109 N Henry St, Alexandria
22314
Center

for Colle~

109 N Henry

Affordabiliti'._

St,

&

Alexandria

Productivit:t'._LLC

27-094951~

22314

(C)
Legal domicile (state
or foreign country)

(D)
Total income

(E)
End-of-year assets

(F)
Direct controlling
entity

Receive gift of real

prooertv,
Provide

disoose

of same

MD

1.450,000.

1.347,485.

Donors

Trust,

Inc.

administrative

support
services
Research, writing,
educational

MD

175,000.

128,967.

Donors

Trust,

Inc.

MD

322,000.

371, 648.

Donors

Trust,

Inc.

---------------------------------------------------------------------------------------------------[W
Identification of Related Tax-Exempt

Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34 because 1t had

(B)
Primary act1v1ty

(A)
Name, address, and EIN of related organization

Donors_Captital_Fund,
Inc. 54-1934032
PO Box 1305, Alexandria
VA 22313

_____

Grant

(C)
Legal dom1c1le(state
or foreign country)

(D)
Exempt Code section

(E)
Public charity status
(1f section 501 (c)(3))

(F)
Direct controlling
entity

making
MD

501 (c) (3)

509

(a)

(1) Type 1 SO N/A

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

TEEA5001

02/05/ 10

Schedule R (Form 990) (2009)

52-2166327
Page2
Part III j Identification of Related Organizations Taxable as a Partnership (Complete 1fthe organ1zat1onanswered 'Yes' to Form 990, Part IV, line 34
because 1t had one or more related oraanizat1ons treated as a oartnersh1::,dunna the tax year.)

ScheduleR(Form990)2009

Donors

Trust,

Inc.

(A)
Name, address, and EIN of
related organization

(B)
Primary Activity

(C)
Legal
domicile
(state or
foreign
country)

(0)
Direct
controlling entity

(E)
Predominant
income (related,
unrelated, excluded
from tax under
sections 512-514)

(F)
Share of total income

(G)

Share of end-of-year
assets

(H)
D1sproport1onate
allocations?

Yes

No

(I)
Code V-UBI
amount 1nbox
20 of Schedule
K-1
(Form 1065)

(J)
General or
managing
partner?

Yes

No

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

IPart IV

Ilden!ification
... - - . ------

of Related Organizations Taxable as a Corporation or Trust (Complete 1fthe organization answered 'Yes' to Form 990, Part IV,
-- ---- ---- (E)
(F)
(B)
(C)
(D)
(H)
(A)
(G)

Name, address, and EIN of related organization

---

--

Primary Act1v1ty

--

Type of entity
Share of total income
Legal dom1c1le
Direct
(state or foreign controlling entity (C corp, S corp,
country)
or trust)

Share of end-of-year
assets

Percentage
ownership

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA

TEEA5002

02105110

Schedule R (Form 990) (2009)

Schedule R (Form

990)2009 Donors

Tru~

Inc.

52-2166327

Pa_g_e
3

p>art V !Transactions With Related Organizations (Complete 1fthe organization answered 'Yes' to Form 990, Part IV, line 34, 35, or 36.)
Note Complete line 1 1fany entity 1s listed in Parts II, Ill, or IV of this schedule.

Yes

During the tax year did the organization engage 1nany of the following transactions with one or more related organizations listed in Parts II-IV

--

a Receipt of (i) interest (ii) annu1t1es(iii) royalties (iv) rent from a controlled entity

la

b Gift, grant, or capital contribution to other orgarnzat1on(s)

1 b

c Gift, grant, or capital contribution from other orgarnzation(s)

d Loans or loan guarantees to or for other orgarnzat1on(s)
e Loans or loan guarantees by other orgarnzat1on(s)

le
ld
le
~

f Sale of assets to other orgarnzat1on(s)

g Purchase of assets from other orgarnzat1on(s)

--

lj
lk

I Performance of services or membership or fundra1s1ngsohc1tat1onsby other orgarnzat1on(s)

11

m Sharing of fac11it1es,equipment. mailing lists, or other assets

n Sharing of paid employees

lm
ln
--

o Reimbursement paid to other organization for expenses

lo
lp

p Reimbursement paid by other organization for expenses

--

lq
lr

q Other transfer of cash or property to other orgarnzat1on(s)

r Other transfer of cash or eroeertz'.from other orgarnzat1on(s)

y
f the ab
th
2 If th

lete this I

(A)
Name of other organization

as defined

bv !RC sec

lud

d relat

--

_J

--

_J

x
x
x
x
x

x
x
x
--

_J

x
--

_J

x
x

hreshol

(B)
Transaction
type (a-r)

512(bl

'

x
x

lg
lh
1i

j Lease of fac1ht1es,equipment. or other assets from other orgarnzat1on(s)

k Performance of services or membership or fundra1s1ngsolicitations for other orgarnzat1on(s)

entities

--

1f

h Exchange of assets
i Lease of fac11it1es,equipment. or other assets to other orgarnzat1on(s)

Cl) N/A - No controlled

--

No

(C)
Amount involved

(13).

(2)

(3)
(4)

(5\

(6)

BAA

TEEA5003

0210511O

Schedule R (Form

990)(2009)

Schedule R (Form 990) 2009

[Parfvi] Unrelated

Donors

Trust,

52-2166327

Inc.

Organizations Taxable as a Partnership (Complete

Pa_g_e
4

,t the organ1zat1onanswered 'Yes' to Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its act1v1t1es(measured by total asset 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)
Primary act1v1ty

(C)
Legal dom1c1le
(state or foreign
country)

(E)
(D)
Areall partners Share of end-of-year
section
assets
501(cX3)
organizations?

Yes

BAA

TEEA5004

02/05110

No

(F)
D1sproport1onate
allocations?

Yes

No

(G)
Code V-UBI amount
1n box 20 of
Schedule K-1
Form (1065)

(H)
General or
managing
partner?

Yes

No

Schedule R (Form 990) (2009)

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:

RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE,
FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE PHILANTHROPY
AND INDIVIDUAL GIVING AND RESPONSIBILITY
AS AN ANSWER TO SOCIETY'S
NEEDS, AS
OPPOSED TO GOVERNMENTAL INVOLVEMENT.

Schedule O (Form 990), Supplemental Information to Form 990

Form 990, Page 2, Part Ill, Line 4d (continued)
4d Describe the exempt purpose achievements for each of the organization's other program

services. Section 501(c)(3) and (4) organizations and 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.
Code
Description: THE PROJECT ON FAIR REPRESENTATION
(PFR).
Expenses
134, 244.
THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE
Grants Of
O. IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF
Revenue
150,000.
RESEARCH,
LITIGATION,
AND PUBLIC EDUCATION IN THE

Code. ___
Expenses
Grants Of
Revenue

Description.
107, 306.

Code. ___
Expenses
Grants Of
Revenue

Description:
54, 898.

Code: ___
Expenses
Grants Of
Revenue

Description:
0.

Code: ___
Expenses
Grants Of
Revenue

Description:
49, 987.

Code: ___
Expenses
Grants Of
Revenue

Description2, 685.
2, 685.
0.

O.

100,000.

O.

150,000.

O.

75,000.

O.

FOUR AREAS WHERE RACIAL DISCRIMINATION

IS THE MOST
ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND
EMPLOYMENT.
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.

CENTER FOR CLASS ACTION FAIRNESS

(CCAF)
THROUGH PRO BONO REPRESENTATION
OF CONSUMERS, CCAF
SEEKS TO INCREASE NET AWARDS TO MEMBERS OF CLASS ACTION
LAWSUITS THROUGH OBJECTIONS
TO SETTLEMENTS PRODUCING
EXCESSIVE
ATTORNEY FEES.
AN ADDITIONAL
GOAL IS A
REDUCTION IN MERTILESS
CLASS ACTION SUITS AS TRIAL
ATTORNEYS AWARENESS OF CCAF' s WATCHDOG ROLE INCREASES.
STUDENT FREE PRESS ASSOCIATION
(SFPA).
THE STUDENT FREE
PRESS ASSOCIATION
IS AN ORGANIZATION
RUN BY
VETERAN JOURNALISTS
FOR THE BENEFIT
OF BEGINNING
JOURNALISTS.
IT IDENTIFIES
AND SUPPORTS COLLEGE
STUDENTS SEEKING TO IMPROVE CAMPUS JOURNALISM,
EXPLORE MEDIA CAREERS, AND COMMIT THEMSELVES TO THE
PRINCIPLES
OF A FREE SOCIETY.
THE SFPA BEGINNING IN DEC.
TALENT MARKET (TM). A FREE TALENT RECRUITMENT PROGRAM
AVAILABLE TO CHARITIES
WHOSE MISSION
ALIGN WITH
DONORSTRUST' S CHARITABLE MISSION.

17 5, 000.

THE HOLLYWOOD PROJECT (HPP) TERMINIATED DURING 2009.

THE PROJECT AIMED TO ADVANCE LIBERTY AND VIRTUE
IN AMERICA AND GLOBALLY BY TOUCHING CREATIVE
PROFESSIONALS
AT THE FULCRUM OF WORLD VISUAL
MEDIA: HOLLYWOOD.

5~-2166327

Donors Trust, Inc.

Supporting Statement of:

Form 990 p 9/Noncash

Description

Publicly
traded
Real estate

Amount

securities

587,340.
1,450,000.

Total

2,037,340.

Supporting Statement of:

Form 990 p 9/Line

2f

0th

Rel/Exmpt

-1

Description
Aministration

services

provided

Amount

to supporting

organization

Total

620,820.
620,820.

Supporting Statement of:

Form 990 p 9/Line

3 Column

Description

Interest

and

Amount

dividends

66,109.

Total

66,109.

Supporting Statement of:

Form 990 p 9/Real

Gross

Rents
Amount

Description
Rent on donated

real

property

received

prior

to property

Total

sale

4,220.
4,220.

Supporting Statement of:

Form 990 p 9/Line

6d Column

D
Amount

Description

Non-trade
Total

or

business

rental

income

4,220.
4,220.

52-2166327

Donors Trust, Inc.

Supporting Statement of:

Form 990 p 9/Sales

of

Securities
Amount

Description

Proceeds

from

Recovery

of expensed

sale

of marketable

cost

on sale

securities

of donated

Total

real

property

2,389,730.
540.
2,390,270.

Supporting Statement of:

Form 990 p 9/Gross

Basis

Amount
Amount

Description

Basis

of marketable

securities

sold

Total

2,431,049.
2,431,049.

Supporting Statement of:

Form 990 p 9/Line

6d Column

D
Amount

Description

Loss

on sale

of marketable

securities

Total

-40,779.
-40,779.

Supporting Statement of:

Form 990 p 10/Line

1 col

(B)
Amount

Description

Cash

grants

to

US tax

exempt

entities

12,641,403.
12,641,403.

Total

Supporting Statement of:

Form 990 p 11/Line

11,

column

Description

Publicly
traded
mutual
2000 shrs Walgreen
600 shrs Resmed
2500 shrs Roper Inds

funds

(A)
Amount

1,325,501.
49,340.
22,488.
120,246.

52-2166327

Donors Trust, Inc.

4
Continued

Supporting Statement of:

Form 990 p 11/Line

11,

column

(A)

Description

1000 shrs
Forest
250 shrs Abbott

Amount

Labs
Labs

25,470.
13,343.

Total

1,556,388.

Supporting Statement of:

Form 990 p 11/Line

11,

column

(B)

Description

Various
publicly
traded
2000 Shrs Walgreens
80 Shrs BP
40 Shrs XOM
300 Shrs RAX
120 Shrs CRM

Amount

mutual

funds

Total

1,542,114.
73,440.
4,638.
2,728.
6,255.
8,852.
1,638,027.

Supporting Statement of:

Sch

D, page

2/Part

V, line

le

col

(a)

Description

Program

related

direct

Amount

expenses

976,327.

Total

976,327.

Supporting Statement of:

Sch

D, page

2/Part

V, line

le

Description

Program
Total

related

direct

expenses

col

(b)
Amount

1,103,256.
1,103,256.

(a) Grantee

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(I)

(j)

(I)

(k)

EIN: 52-2166'327
(b) EIN

(c) IRC

(g) Amount

Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton Institute
Acton I nst1tute
Acton I nst1tute
Acton Institute
Acton Institute
Acton I nst1tute
Acton I nst1tute
Acton Institute
Acton Institute
Africa Fighting Malaria Int , Inc.
Africa Fighting Malaria Int , Inc
American Border Patrol
American Border Patrol
American Border Patrol
American Conservative Union Foundation
American Conservative Union Foundation
American Conservative Union Foundation
American Council on Science & Health
American Council on Science & Health
American Enterprise Institute
American Enterprise Institute

161 Ottawa NW, Suite 301

161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301
1050 17th Street, NW, Suite 520
1050 17th Street, NW, Suite 520
2160 East Fry Blvd, #426
2160 East Fry Blvd, #426
2160 East Fry Blvd., #426
1007 Cameron Street
1007 Cameron Street
1007 Cameron Street
1995 Broadway, 2nd Floor
1995 Broadway, 2nd Floor
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW

Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Grand Rapids
Washington
Washington
Sierra Vista
Sierra Vista
Sierra Vista
Alexandria
Alexandria
Alexandria
New York
New York
Washington
Washington

Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
DC
DC
AZ
AZ
AZ
VA
VA
VA
NY
NY
DC
DC

49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
49503 38-2926822
20036 30-0162292
20036 30-0162292
85635-. 42-1542666
85635- 42-1542666
85635- 42-1542666
22314 52-1294680
22314 52-1294680
22314 52-1294680
10023- 13-2911127
10023- 13-2911127
20036 53-0218495
20036 53-0218495

501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c}(3)
501 (c)(3)

250 00
250 00
250.00
250 00
300 00
400.00
500.00
1,000.00
1,000.00
1,000 00
1,700.00
2,500 00
2,500 00
5,000 00
5,000 00
5,000 00
16,000 00
2,000 00
2,000.00
2,500.00
1,000.00
1,000 00
7,500 00
10,000.00
198,000.00
250 00
500 00

American Enterprise Institute

1150 Seventeenth Street, NW

Washington

DC

20036 53-0218495

501 (c)(3)

1,000.00

American Enterprise Institute

1150 Seventeenth Street, NW

Washington

DC

20036 53-0218495

501 (c)(3)

1,000.00

American Enterprise Institute

American Enterprise Institute

1150 Seventeenth Street, NW

1150 Seventeenth Street, NW

Washington
Washington

DC
DC

20036 53-0218495
20036 53-0218495

501 (C)(3)
501 (c}(3}

1,000.00
1,000.00

American
American
American
American
American
American
American
American
American
American
American
American

1150 Seventeenth Street, NW

1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
1150 Seventeenth Street, NW
7272 Greenville Avenue
1777 T Street, NW
117 North 21st Street, Suite 4
117 North 21st Street, Suite 4
117 North 21st Street, Suite 4

Washington
Washington
Washington
Washington
Washington
Washington
Washington
Dallas
Washington
Purcellville
Purcellville
Purcellville

DC
DC
DC
DC
DC
DC
DC
TX
DC
VA
VA
VA

20036
20036
20036
20036
20036
20036
20036
75231
2000920132
20132
20132

501(c)(3)
501(c)(3)
501 (c}(3)
501 (c}(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c}(3)
501 (c}(3)
501(c)(3)

1,000.00
1,000.00
1,500 00
5,000 00
7,000.00
10,000.00
50,000 00
250 00
200.00
6,500.00
7,500.00
17,550 00

Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Enterprise Institute
Heart Assoc1at1on
Humanist Assoc1at1on
MaJority
MaJority
Maiority

SCHEDULE I (Form 990)

Part II, Line 1

53-0218495
53-0218495
53-0218495
53-0218495
53-0218495
53-0218495
53-0218495
13-5613797
94-6168317
26-1501154
26-1501154
26-1501154

(h) Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
to qualify for matching funds challenge
for general operations
m response to Rudy Carrasco's letter
for general operations
to sponsor a student at Acton University
to sponsor a student at Acton University
for general operations
Lord Acton Circle table 2009
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for CPAC
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for Tom Donnelly's Center for Defense
Studies
for Tom Donnelly's Center for Defense
Studies
for Tom Donnelly's Center for Defense
Studies
for general operations
for Tom Donnelly's Center for Defense
Studies
for general operations
m response to Arthur Brooks' letter
2009 Annual Dinner - Table
for general operations
for general operations
for general operations
for general operations
for general operations
for advertising
for general operations
to experiment with achieving growth

Page1of12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(a) Grantee

(I)

(I)

EIN: 52-2166'327
(b)EIN

(c) IRC

26-1501154
23-7002632
23-7002632
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1527294
52-1400492
52-1400492
86-6051042
86-6051042
94-2763845
94-2763845
94-2763845
94-2763845
94-2763845

501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)

35,000 00
5,000.00
10,000 00
800 00
1,200 00
1,500.00
2,500 00
5,000 00
7,500 00
15,250 00
25,000.00
50,000 00
82,000.00
272,000 00
272,000.00
400,000 00
400,000.00
10,000.00
20,050.00
5,000 00
5,000.00
1,000 00
1,000.00
1,000.00
1,000.00
2,500 00

DC

20005 94-2763845

501 (c)(3)

5,000 00

Washington

DC

20005 94-2763845

501 (c)(3)

5,000 00

Washington
Washington
Washington

DC
DC
DC

20005 94-2763845
20005 94-2763845
20005 94-2763845

501 (c)(3)
501 (c)(3)
501 (c)(3)

5,000.00
5,000.00
5,000 00

(k)

(j)

American Majority
American Spectator Educational Foundation
American Spectator Educational Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Prosperity Foundation
Americans for Tax Reform Foundation
Americans for Tax Reform Foundation
ASU Foundation, School of Earth & Space E
ASU Foundation, School of Earth & Space E
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation
Atlas Economic Research Foundation

117 North 21st Street, Suite 4

1611 N Kent Street, Suite 901
1611 N. Kent Street, Suite 901
2111 Wilson Blvd, Ste. 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste. 350
2111 Wilson Blvd, Ste. 350
2111 Wilson Blvd, Ste. 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste 350
2111 Wilson Blvd, Ste. 350
2111 Wilson Blvd, Ste 350
722 12th Street, NW, Suite 400
722 12th Street, NW, Suite 400
PO Box 871404
PO Box 871404
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW
1201 L Street, NW

Purcellville
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Washington
Washington
Tempe
Tempe
Washington
Washington
Washington
Washington
Washington

VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
DC
DC
AZ.
AZ.
DC
DC
DC
DC
DC

20132
22209
22209
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20001
20005
20005
85287
85287
20005
20005
20005
20005
20005

Atlas Economic Research Foundation

1201 L Street, NW

Washington

Atlas Economic Research Foundation

1201 L Street, NW

Atlas Economic Research Foundation

Atlas Economic Research Foundation
Atlas Economic Research Foundation

1201 L Street, NW
1201 L Street, NW
1201 L Street, NW

(g) Amount

(h) Purpose
for general operations
for general operations
for general operations
for general operations
for the card check project
for Washington State start-up
for general operations
for general operations
for AFPF Kansas
to experiment with achieving growth
support Enc Telford's Internet project
support policy work
for the "R1ghtOnL1ne"effort
for Patients United project
for Patients United project
for general operations
for general operations
for general operations
for general operations
for the Origins Initiative
for the Institute of Human Ong1ns
for general operations
for general operations
for general operations
for general operations
for general operations
FBO Center in Mongolia run by Batbold
and Jargal
FBO Imam Center (Franklin Cudjoe, Accra,
Ghana)
FBO lnst1tuto Bruno Leoni (Alberto
Mingard1)
for Tom Palmer program
for general operations

Atlas Economic Research Foundation

Atlas Economic Research Foundation

1201 L Street, NW
1201 L Street, NW

Washington
Washington

DC
DC

20005 94-2763845
20005 94-2763845

501(c)(3)
501 (c)(3)

Atlas Economic Research Foundation

1201 L Street, NW

Washington

DC

20005 94-2763845

501(c)(3)

for The Free Market Foundation in South

Africa run by Eustace Davies and Leon
5,000 00 Louw
5,000 00 2009 Freedom Dinner
$1,000 for The Liberty Forum and $5,000
6,000 00 for general operations

Atlas Economic Research Foundation

Atlas Economic Research Foundation

1201 L Street, NW
1201 L Street, NW

Washington
Washington

DC
DC

20005 94-2763845
20005 94-2763845

501(c)(3)
501(c)(3)

to support a fellowship to fund Deroy

10,000 00 Murdock's research, writing, and speaking
50,000.00 to support the Rule of Law program

Ave Mana University

5050 Ave Mana Boulevard

Ave Mana

FL

34142-' 03-0482006

501(c)(3)

for Michael Novak's research project

10,000.00 support (specifically a reasearch assistant)

SCHEDULE I (Form 990)

Part II, Line 1

Page2of12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(I)

(a) Grantee
8111
of
8111
of
8111
of
8111
of
8111
of
8111
of
8111
of

Rights
Rights
Rights
Rights
Rights
Rights
Rights

Institute
Institute
Institute
Institute
Institute
Institute
Institute

200
200
200
200
200
200
200

N
N
N.
N.
N.
N.
N.

Glebe
Glebe
Glebe
Glebe
Glebe
Glebe
Glebe

Road,
Road,
Road,
Road,
Road,
Road,
Road,

(k)

200
200
200
200
200
200
200

(I)

(b) EIN

(c)IRC

Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington

VA
VA
VA
VA
VA
VA
VA

22203
22203
22203
22203
22203
22203
22203

48-0891418
48-0891418
48-0891418
48-0891418
48-0891418
48-0891418
48-0891418

501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

100 00
1,000 00
5,000.00
5,000.00
5,000 00
5,000.00
6,000 00

(j)
Suite
Suite
Suite
Suite
Suite
Suite
Suite

EIN: '52-2166327
(g) Amount

Boston College
Brighter Choice Foundation

140 Commonwealth Avenue

250 Central Avenue

Chestnut Hill
Albany

MA
NY

02467 04-2103545
12206 14-1825626

501 (c)(3)
501 (c)(3)

65,000 00
250,000.00

Brookings lnst1tut1on- Governance Stud1e

Capital Research Center
Capital Research Center
Capital Research Center
Capital Research Center
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute

1775
1513
1513
1513
1513
1000
1000
1000
1000
1000
1000
1000
1000

Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington

DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC

20036
200362003620036200362000120001200012000120001200012000120001-

53-0196577
52-1289734
52-1289734
52-1289734
52-1289734
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162

501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

11,000 00
500.00
3,500 00
4,000.00
5,000.00
200.00
250.00
250.00
250.00
500.00
500.00
500.00
500.00

Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato Institute
Cato I nst1tute
Cato Institute
Cato Institute
Cato Institute
Center for Competitive Politics
Center for Compet1t1vePolitics
Center for Compet1t1vePolitics
Center for Competitive Politics
Center for Compet1t1vePolitics

1000 Massachusetts Avenue,

1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
1000 Massachusetts Avenue,
124 South West Street, #201
124 South West Street, #201
124 South West Street, #201
124 South West Street, #201
124 South West Street, #201

Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria

DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
VA
VA
VA
VA
VA

20001200012000120001200012000120001200012000120001200012000122314
22314
22314
22314
22314

23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
23-7432162
20-3676886
20-3676886
20-3676886
20-3676886
20-3676886

501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

1,000.00
1,000 00
1,000.00
1,000 00
2,500 00
5,000 00
5,000 00
5,000.00
5,000 00
5,000 00
5,000 00
6,000 00
1,000 00
2,000 00
5,000 00
5,000 00
7,000 00

Center for First Principles

Center for First Principles

2615 0 Street, NW
2615 0 Street, NW

Washington
Washington

DC
DC

20007 52-2154862
20007 52-2154862

501(c)(3)
501(c)(3)

2,000 00
5,000 00

Chapman University, Economic Science Inst

One University Drive

Orange

CA

92866 95-1643992

501(c)(3)

6,500 00

SCHEDULE I (Form 990)

Massachusetts Ave., NW
16th Street, NW
16th Street, NW
16th Street, NW
16th Street, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
Massachusetts Avenue, NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
NW
NW

Part II, Line 1

(h) Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
8111
of Rights Institute dinner
for the Wakefield school project
to establish the JMC-Veritas Higher
Education chair
for general operations
for Pietro Novola's project - The
Governance Studies Project
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
in response to the organization's climate
change ad
for the healthcare ad campaign
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
Sponsorship for Friedman Dinner
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
to support Foundation Management
Institute
for general operations
for Professor Smith's Economic Science
Institute

Page 3 of 12

SCHEDULE I (Fenn 990)

Part II, Line 1

DONORS TRUST, INC

(a) Grantee
Charles Schwab Gift Fund
Christian Freedom International
Church of the Redeemer
C1t1zensin Charge Foundation
C1t1zensin Charge Foundation
Clare Boothe Luce Polley Institute
Clare Boothe Luce Polley Institute
Coaht1on on Urban Renewal and Education
Cold Spring Harbor Laboratory
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee for a Constructive Tomorrow
Committee to Reduce Infection Deaths. Inc
Committee to Reduce Infection Deaths, Inc
Commonwealth Foundation for Public Polley
Commonwealth Foundation for Public Polley
Compet1t1ve Enterprise Institute
Compet1t1ve Enterprise Institute
Compet1t1ve Enterprise Institute
Compet1t1ve Enterprise Institute
Compet1t1ve Enterprise Institute
Conservative Agenda ProJect
Conservative Agenda Proiect
Conservative Agenda Proiect
Conservative Agenda ProJect
CSC Media Education Fund. Inc.
CSC Media Education Fund, Inc
Diocese of Stockton (CA)
Discovery Community Church

(I)

(k)

(j)

101 Montgomery Street

San Francisco
CA
PO Box 560
Sault Ste. Mane Ml
MA
379 Hammond Street
Chestnut Hill
2050 Old Bridge Raad, Suite 103
Lake Ridge
VA
2050 Old Bridge Raad, Suite 103
Lake Ridge
VA
112 Elden Street, Suite P
Herndon
VA
112 Elden Street, Suite P
Herndon
VA
Washington
722 12th Street, NW, 4th Floor
DC
PO Box 100
Cold Spring Harbo NY
621 Harvest Court
MD
Bel Air
621 Harvest Court
Bel Air
MD
621 Harvest Court
Bel Air
MD
621 Harvest Court
Bel Air
MD
621 Harvest Court
BelA1r
MD
621 Harvest Court
BelA1r
MD
621 Harvest Court
Bel Air
MD
185 E 85th Street. Suite 358
New York
NY
New York
185 E. 85th Street, Suite 358
NY
225 State Street, Suite 302
Harrisburg
PA
225 State Street, Suite 302
Harrisburg
PA
1899 L Street, NW, 12th FL
Washington
DC
1899 L Street, NW, 12th FL
Washington
DC
1899 L Street, NW, 12th FL
Washington
DC
1899 L Street, NW, 12th FL
Washington
DC
1899 L Street, NW, 12th FL
Washington
DC
1025 Thomas Jefferson St. NW, Ste Washington
DC
1025 Thomas Jefferson St. NW, Ste Washington
DC
1025 Thomas Jefferson St. NW, Ste Washington
DC
1025 Thomas Jefferson St. NW, Ste. Washington
DC
PO Box 5331
New York
NY
PO Box 5331
New York
NY
2800 West March Lane. Ste 475
Stockton
CA
P.O Box 111840
Tacoma
WA

(I)
94104
49783
02467
22192
22192
20170
20170
20005
11724
21014
21014
21014
21014
21014
21014
21014
10028
10028
17101
17101
20036
20036
20036
20036
20036
20007
20007
20007
20007
101851018595219
98411

EIN: 52-2166'327
(b) EIN

(c)IRC

31-1640316
52-1283394
04-2103997
13-4070270
13-4070270
54-1672138
54-1672138
31-1467594
11-2013303
52-1462893
52-1462893
52-1462893
52-1462893
52-1462893
52-1462893
52-1462893
20-2479678
20-2479678
23-2473845
23-24 73845
52-1351785
52-1351785
52-1351785
52-1351785
52-1351785
26-4029303
26-4029303
26-4029303
26-4029303
26-4129605
26-4129605

501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (C)(3)
501(c)(3)
501(c)(3)
501(c)(3)

(g) Amount
46,881 30
30,000.00
12,500.00
6,500 00
15,000.00
5,000 00
10,000.00
3,000 00
25,000 00
500 00
1,000.00
24,750.00
197,444 70
198,000 00
200,000.00
252,500 00
10,000.00
10,000 00
34,000 00
40,000.00
100.00
200 00
500 00
2,000.00
3,000.00
27,000 00
35,000 00
35,000 00
52,000.00
100,000.00
25,000.00
10,000 00
20,000.00

(h) Purpose
for general operations
for general operations
for general operations
for advertising
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the Environmental Education Fund
for the Environmental Education Fund
for general operations
to hire staff
for general operations
for the Environmental Education Fund
for general operations
for general operations
to support John Lott's proJects
to support John Lott's proiects
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the "Church of Tomorrow Campaign"
for general operations

Duke University
E Plunbus Unum Films
E Plunbus Unum Films

PO Box 90204
2247 15th Avenue West
2247 15th Avenue West

Durham
Seattle
Seattle

NC
WA
WA

27708 56-0532129
98119- 91-2053400
98119- 91-2053400

501 (c)(3)
501 (c)(3)
501 (c)(3)

to establish the JMC-Ventas Higher

Education lnit1at1vePost-Doctoral
25,000 00 Fellowship
3,000 00 for Econom1cThinking org
5,000 00 for Econom1cThinking.org

East Harlem Churches & Community Urban Ce

East Harlem Churches & Community Urban Ce

325 East 101st Street

325 East 101st Street

New York
New York

NY
NY

10029 13-2765924
10029 13-2765924

501 (c)(3)
501 (c)(3)

for the Booker T. Washington Learning

10,000.00 Center
12,000 00 for general operations

Emory University
Ernest Martin Hopkins Institute

1599 Clifton Road NE 4th FL

841 E Palace Avenue

Atlanta
Santa Fe

GA
NM

30322 58-0566256
87501 13-3351125

501 (c)(3)
501 (c)(3)

Ethics & Public Polley Center

1730 M Street, NW, Suite 910

Washington

DC

20036 52-1162185

501(c)(3)

SCHEDULE I (Form 990)

Part II, Line 1

to establish the JMC-Ventas Higher

Education lnit1at1vePost-Doctoral
25,000 00 Fellowship
27,653 00 for general operations
$10,000 for general operating funds,
25,000.00 $10,000 to support Jim Bowman research

Page 4 of 12

SCHEDULE I (Form 990)

Part 11,Line 1

DONORS TRUST, INC

(a) Grantee

(I)

(k)

(j)

(I)

EIN: "52-216~27
(b) EIN

(c)IRC

(g) Amount

Ethics & Public Polley Center

Evergreen Freedom Foundation
Evergreen Freedom Foundation
Falls Church Episcopal Church
Federalist Society for Law & Public Polle
Federalist Society for Law & Public Polle
Federalist Society for Law & Public Polle
Foreign Polley Research Institute
Foreign Polley Research Institute

1730 M Street, NW, Suite 910

PO Box 552
PO Box 552
115 East Fairfax Street
101518th Street, NW, Su1te425
1015 18th Street, NW, Suite 425
1015 18th Street, NW, Suite 425
1528 Walnut Street, Suite 610
1528 Walnut Street, Suite 610

Washington
Olympia
Olympia
Falls Church
Washington
Washington
Washington
Ph1ladelph1a
Ph1ladelph1a

DC
WA
WA
VA
DC
DC
DC
PA
PA

20036 52-1162185
98507- 1 94-3136961
98507- 1 94-3136961
22046 31-1629166
20036 36-3235550
20036 36-3235550
20036 36-3235550
19102 23-1731998
19102 23-1731998

501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)

130,000.00
5,000.00
15,000.00
6,000 00
1,000.00
3,000.00
10,000.00
12,927.83
15,000 00

Forum for Scriptural Christianity, Inc

308 East Mam Street, Box 150

Wilmore

KY

40390 36-2680478

501 (c)(3)

27,000.00

Forum for Scriptural Christ1an1ty,Inc.

308 East Mam Street, Box 150

Wilmore

KY

40390 36-2680478

501(c)(3)

77,000 00

Foundation for Cultural Review

900 Broadway, Suite 602

New York

NY

10003 13-3108424

501(c)(3)

5,000.00

Foundation for Cultural Review

Foundation for Cultural Review

900 Broadway, Suite 602

900 Broadway, Suite 602

New York
New York

NY
NY

10003 13-3108424
10003 13-3108424

501(c)(3)
501 (c)(3)

7,500.00
10,000.00

Foundation for Cultural Review

Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Economic Education
Foundation for Ethics in Public Service
Foundation for Rational Economics & Educa
Foundation for Rational Economics & Educa
Foundation for Rational Economics & Educa
Foundation for Teaching Economics
Foundation for Teaching Economics
Foundation for Teaching Economics
Foundation for Teaching Economics
Fourth Presbyterian Church
Fourth Presbyterian Church
Fractured Atlas Productions, Inc.
Franklin Center
Franklin Center
Fred Hutchinson Cancer Research Center
FREE
FREE

900 Broadway, Suite 602

30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
30 South Broadway
333 Sayetv1lle Street
PO Box 1776
PO Box 1776
PO Box 1776
260 Russell Boulevard
260 Russell Boulevard
260 Russell Boulevard
260 Russell Boulevard
5500 River Road
5500 River Road
248 W 35th Street, Suite 1202
547 South 7th Street #176
547 South 7th Street #176
1100 Fairview Avenue, North
662 Ferguson Road
662 Ferguson Road

New York
NY
lrvmgton-on-Hudst NY
lrv1ngton-on-Huds1NY
lrvmgton-on-Huds1 NY
lrv1ngton-on-Huds1NY
lrv1ngton-on-Huds1NY
lrvington-on-Huds1 NY
lrvmgton-on-Huds1 NY
lrvmgton-on-Huds1 NY
Raleigh
NC
TX
Lake Jackson
Lake Jackson
TX
TX
Lake Jackson
CA
Davis
Davis
CA
CA
Davis
CA
Davis
MD
Bethesda
MD
Bethesda
New York
NY
Bismarck
ND
Bismarck
ND
Seattle
WA
Bozeman
MT
Bozeman
MT

10003
105331053310533105331053310533105331053327601
77566
77566
77566
9561695616956169561620816
20816
1000158504
58504
98109
59718
59718

13-3108424
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
13-6006960
26-4505542
74-2066841
74-2066841
74-2066841
51-0183347
51-0183347
51-0183347
51-0183347
53-0196534
53-0196534
11-3451703
26-4066298
26-4066298
91-1540426
94-3170425
94-3170425

501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

10,000 00
200.00
250 00
250 00
500.00
1,000 00
1,000.00
3,000 00
5,000.00
50,000 00
100 00
100.00
5,000.00
500.00
1,000.00
1,000.00
5,000 00
15,000.00
15,000 00
9,700 00
16,050 00
17,750 00
250 00
5,000 00
5,000 00

Freedom Works Foundation

601 Pennsylvania Ave , NW, #700

Washington

20004 52-1526916

501 (c)(3)

1,000 00

SCHEDULE I (Form 990)

DC

Part II, Line 1

(h) Purpose
to support the research of Stanley Kurtz
for general operations
for the capital campaign
for Timothy's Fund
for general operations
for general operations
for general operations
for general operations
for general operations
to support the Coaht1onfo United
Methodist Accountabl1hty
to support the Coaht1onfor United
Methodist Accountab1hty
to underwrite expenses of a lunch in honor
of Andrew Roberts
for a special issue of The New Criterion or1
"The Fall of Communism after 20 years"
for general operations
for the Encounter/Alexander Hamilton
Institute collaboration
for general operations
for general operations
for general operations
for the matching challenge grant
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
in response to the May 30th ma1hng
for general operations
for general operations
for computer equipment
for the Building Campaign
for the benefit of the Press & Public Proiect
to experiment with achieving growth
for general operations
for general operations
for general operations
for counterintu1t1veconference
in response to Dick Armey's "Tea Party
Momentum" ma1hng

Page 5 of 12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(I)

(a) Grantee

601 Pennsylvania Ave., NW, #700

601 Pennsylvania Ave., NW, #700
601 Pennsylvania Ave., NW, #700
601 Pennsylvania Ave , NW. #700
1706 New Hampshire Ave NW, Ste.
1706 New Hampshire Ave , NW, Ste.
1706 New Hampshire Ave . NW, Ste
1706 New Hampshire Ave . NW, Ste
1706 New Hampshire Ave , NW, Ste
1706 New Hampshire Ave , NW, Ste
1706 New Hampshire Ave , NW, Ste.
1706 New Hampshire Ave , NW, Ste
3300 Poinsett Highway
3300 Poinsett Highway
3300 Poinsett Highway
3300 Poinsett Highway

Freedom Works Foundation

Freedom Works Foundation
Freedom Works Foundation
Freedom Works Foundation
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Fund for American Studies
Furman University
Furman University
Furman University
Furman University

Georgetown University
Georgetown University
GMU Foundation
GMU Foundation
GMU Foundation
GMU Foundation
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ
GMU Foundation (Law & Econ

Center)
Center)
Center)
Center)
Center)
Center)

GMU Foundation (School of Law)

Graduate Center Foundation, Inc. (CUNY)
Grassroot Institute of Hawa11
Grassroot Institute of Hawa11
GWU-Cheney Cardiovascular Institute

(I)

(k)

(j)
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Greenville
Greenville
Greenville
Greenville

DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
SC
SC
SC
SC

20004
20004
20004
20004
20009
20009
20009
20009
20009
20009
20009
20009
29613296132961329613-

EIN: :i2-2166'327
(b) EIN
52-1526916
52-1526916
52-1526916
52-1526916
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
13-6223604
57-0314395
57-0314395
57-0314395
57-0314395

(c) IRC
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (C)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)

to establish the JMC-Veritas Higher

Education Initiative Post-Doctoral
Fellowship
for the Tocqueville Forum
for Stat1st1calAssessment Service
for general operations
for Statistical Assessment Service
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the Law and Economics Center
to support the general operations of the
School of Law
Robert Friedhoffer's research
in support of donor eductat1on meetings
for general operations
for the Cheney Cardiovascular Institute

DC
DC
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA

20057
20057
22030220302203022030220302220122201222012220122201-

53-0196603
53-0196603
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842
54-1603842

501 (c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

55,000 00
100,000 00
4,000 00
5,000.00
7,500 00
10,000 00
25,000.00
250.00
2,000.00
5,000 00
50,000.00
50,000.00

Arlington
3301 Fairfax Drive
New York
365 Fifth Avenue, Room 9113
Honolulu
1314 S. King Street. #1163
Honolulu
1314 S. King Street, #1163
2150 Pennsylvania Avenue, NW 4th FWashington

VA
NY
HI
HI
DC

22201
1001696814
96814
20037

54-1603842
13-3219419
99-0354937
99-0354937
53-0196584

501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)

20,000 00
6,000 00
1,500.00
20,000.00
25,000 00

to establish the JMC-Veritas Higher

Education lnit1at1vePost-Doctoral
25,000 00 Fellowship
250 00 for general operations

1737 Cambridge Street, Room 417

19 South LaSalle Street, Suite 903

Cambridge
Chicago

MA
IL

02138 53-0199180
60603- 36-3309812

501(c)(3)
501(c)(3)

Heartland
Heartland
Heartland
Heartland
Heartland

19 South
19 South
19 South
19 South
19 South

Chicago
Chicago
Chicago
Chicago
Chicago

IL
IL
IL
IL
IL

6060360603606036060360603-

501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)

SCHEDULE I (Form 990)

1,000.00
2,000.00
5,000.00
10,000.00
100 00
200 00
500.00
500 00
1,000.00
1,000.00
4,000.00
5,000.00
5,000 00
10,000 00
11,873 00
30,000 00

(h) Purpose
to support the organization's healthcare
proiect
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
FBO the Tocqueville Program
FBO the Tocqueville Program
FBO the Tocqueville Program
FBO the Tocqueville Program

Washington
Washington
Fairfax
Fairfax
Fairfax
Fairfax
Fairfax
Arlington
Arlington
Arlington
Arlington
Arlington

675 lntercultural Center, 37th and O

675 lntercultural Center, 37th and O
4400 University Drive, #MS 1A3
4400 University Drive, #MS 1A3
4400 University Drive, #MS 1A3
4400 University Drive. #MS 1A3
4400 University Drive, #MS 1A3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3
3301 North Fairfax Drive, MS 1G3

Harvard University
Heartland Institute
Institute
Institute
Institute
Institute
Institute

(g) Amount

LaSalle
LaSalle
LaSalle
LaSalle
LaSalle

Street,
Street,
Street,
Street,
Street,

Suite
Suite
Suite
Suite
Suite

903
903
903
903
903

Part II, Line 1

36-3309812
36-3309812
36-3309812
36-3309812
36-3309812

1,000 00
1,000.00
3,000 00
5,000.00
6,500.00

in response to the organization's stated

emphasis on marketing of research
for general operations
for general operations
for general operations
for advertising

Page 6 of 12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(I)

(a) Grantee

(I)

(b)EIN

(c) IRC

36-3309812
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730
23-7327730

501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

500,000.00
100.00
250 00
250.00
1,000.00
1,000 00
1,000 00
1,000 00
1,000.00
2,500 00
2,500.00
5,000.00
5,000.00
10,000.00
10,000 00

DC
HI
Ml
Ml
Ml
Ml
Ml
Ml
Ml
Ml
CA
CA

20002- 23-7327730
96813 53-0116355
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
49242 38-1374230
94305- 94-1156365
94305-194-1156365

501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (C)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

10,915.45
10,000.00
250 00
500 00
1,000 00
1,000 00
1,000 00
1,500.00
10,000 00
104,000.00
500.00
10,000 00

CT
CT
CT

06039 06-0647018
06039 06-0647018
06039 06-0647018

501 (c)(3)
501(c)(3)
501(c)(3)

DC
IL
IL
IL
IL
DC
DC
DC
DC
DC
NY
VA
VA
VA

20005
60603
60603
60603
60603
20015
20015
20015
20015
20015
10023
222012220122201-

501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)

(k)

(j)

Heartland Institute
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation
Heritage Foundation

19 South LaSalle Street. Suite 903

214 Massachusetts Avenue. NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue. NE

Chicago
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Washington

IL
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC
DC

606032000220002200022000220002200022000220002200022000220002200022000220002-

Heritage Foundation
HI Society of the Sons of the American Re
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hillsdale College
Hoover lnst1tut1on-StanfordUniversity
Hoover Institution-Stanford University

214 Massachusetts Avenue, NE

745 Fort Street, Suite 311
33 East College
33 East College
33 East College
33 East College
33 East College
33 East College
33 East College
33 East College
434 Galev Mall
434 Galev Mall

Washington
Honolulu
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Hillsdale
Stanford
Stanford

Hotchkiss School
Hotchkiss School
Hotchkiss School

PO Box 800
PO Box 800
PO Box 800

Lakeville
Lakeville
Lakeville

Hudson Institute
Illinois Polley Institute
Illinois Polley Institute
Illinois Polley Institute
Illinois Polley Institute
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Independent Women's Forum
Institute for American Values
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies

1015 15th Street, NW, Sixth FloorSu1tWashington

Chicago
190 South LaSalle St Ste. 2130
190 South LaSalle St Ste 2130
Chicago
Chicago
190 South LaSalle St., Ste 2130
190 South LaSalle St Ste 2130
Chicago
Washington
4400 Jenifer Street, NW, Ste . 240
Washington
4400 Jenifer Street. NW. Ste .. 240
Washington
4400 Jenifer Street, NW, Ste., 240
Washington
4400 Jenifer Street, NW, Ste., 240
Washington
4400 Jenifer Street, NW, Ste., 240
New York
1841 Broadway, Suite 211
3301 North Fairfax Drive, Suite 440 Arlington
3301 North Fairfax Drive. Suite 440 Arlington
3301 North Fairfax Dnve. Suite 440 Arlington

SCHEDULE I (Form 990)

EIN: !i2-2166'327

Part II, Line 1

13-1945157
41-2057028
41-2057028
41-2057028
41-2057028
54-1670627
54-1670627
54-1670627
54-1670627
54-1670627
13-3400377
94-1623852
94-1623852
94-1623852

(g) Amount

(h) Purpose
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for defense policy studies
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
in memory of grandparents Nicholas H.
Noyes and Marguerite L Noyes
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the president's d1scret1onaryfund
for general operations
for general operations
for general operations

for the organization's 2009-2010 Parent

1,000 00 Fund Campaign (Prep Class Family)
8,000.00 for general operations
12,000.00 for general operations
$5,000 for general operations and $5,000
10,000.00 to support Martin Wooster proiects
5,000 00 for general operations
5,000.00 for general operations
5,000 00 for general operations
25,000.00 for general operations
20,000 00 for general operations
100,000 00 for general operations
750,000.00 for general operations
950,000 00 for general operations
1,200,000.00 for general operations
75,000 00 to support the work of Claire Guad1ani
100 00 for general operations
100.00 for general operations
100.00 for general operations

Page 7 of 12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(a) Grantee

(c) IRC

222012220122201222012220122201222012220122203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
22203
20036
20036
20036
20002
20002
20002
20002
22015
22015
3331633316-

94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
94-1623852
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-174433 7
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1744337
52-1699641
52-1699641
52-1699641
52-2363626
52-2363626
52-2363626
52-2363626
26-2521115
26-2521115
65-0649443
65-0649443

501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

250.00
1,000.00
1,000.00
1,000 00
2,500 00
5,000 00
5,000.00
8,000 00
100.00
500.00
500.00
1,000.00
1,000 00
1,000 00
1,000.00
2,000 00
2,000 00
2,500.00
2,500 00
3,000 00
5,000.00
5,000 00
5,000.00
1,000.00
1,000.00
10,000.00
1,500.00
5,000 00
20,000.00
20,000.00
40,000.00
40,000.00
2,000.00
5,000.00

c/o Brigham Young University, 750 S\ Provo

PO Box 510564
New Berlin
600 N Wolfe Street - Dept. of Neuros Baltimore
Washington
501 School Street, SW, Suite 700
501 School Street, SW, Suite 700
Washington
501 School Street, SW, Suite 700
Washington
501 School Street, SW, Suite 700
Washington

UT
WI
MD
DC
DC
DC
DC

84602
53151
21287
20024
20024
20024
20024

27-0151485
26-2639114
52-059511 0
52-1885088
52-1885088
52-1885088
52-1885088

501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)

15,000
14,500
8,000
100
1,000
2,000
5,000

1022 East 10th Street

1101 North Highland Street
1101 North Highland Street
1101 North Highland Street

NY
VA
VA
VA

11230
22201
22201
22201

22-3209160
51-0235174
51-0235174
51-0235174

501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

10,000 00
500.00
1,000 00
1,000.00

3301 North Fairfax Drive, Suite 440

3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
3301 North Fairfax Drive, Suite 440
901 N Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N. Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N. Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N. Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N. Glebe Road, Suite 900
901 N Glebe Road, Suite 900
901 N Glebe Road, Suite 900
1521 16th Street. NW
1521 16th Street, NW
1521 16th Street, NW
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
214 Massachusetts Avenue, NE
9302-C Old Keene Mill Road
9302-C Old Keene Mill Road
201 SE 12th Street
201 SE 12th Street

John Adams Center

John K. Maciver Institute for Public Poh
Johns Hopkins University
Jud1c1alWatch
Jud1c1alWatch
Jud1c1alWatch
Jud1c1alWatch
Keren Yehoshua v'Y1sroel, Inc.
Leadership Institute
Leadership Institute
Leadership Institute

Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Washington
Washington
Washington
Washington
Washington
Washington
Washington
Burke
Burke
Fort Lauderdale
Fort Lauderdale

Brooklyn
Arlington
Arlington
Arlington

(I)

(h) Purpose

(b) EIN

VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
DC
DC
DC
DC
DC
DC
DC
VA
VA
FL
FL

(I)

Institute for Humane Studies

Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Humane Studies
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute for Justice
Institute of World Poht1cs
Institute of World Politics
Institute of World Politics
International Polley Network US, Inc
International Polley Network US, Inc.
International Polley Network US, Inc.
International Polley Network US, Inc.
James Partnership
James Partnership
James Rand, Educational Foundation
James Randi Educational Foundation

SCHEDULE I (Form 990)

{j)

EIN: ~2-216o.327

(k)

Part II, Line 1

(g) Amount

00
00
00
00
00
00
00

for general operations

for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the EUREKA Proiect
for general operations
for general operations
for general operations
for general operations
for general operations
for ProJect Gamma
for general operations
for the inaugural conference on Religion
and Philosophy 1nthe Public Sq
to experiment with achieving growth
for Dr. Henry Brem's research
for general operations
for general operations
for general operations
for general operations
to support Binyamin L Jolkovsky, Editor-inChief of the "Jewish World Review''
for general operations
for the Campus Reform Now proiect
for general operations

Page 8 of 12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(I)

(a) Grantee
Leadership Institute
Leadership Institute

1101 North Highland Street

1101 North Highland Street

Leadership Institute
Lucy Burns Institute
Lucy Burns Institute
Lucy Burns Institute
Lucy Burns Institute
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For
Manhattan Institute For

1101 North Highland Street

301 S Bedford Street. Suite
301 S Bedford Street, Suite
301 S Bedford Street, Suite
301 S Bedford Street, Suite
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue
52 Vanderbilt Avenue

Policy
Policy
Policy
Policy
Policy
Policy

Research
Research
Research
Research
Research
Research

6
6
6
6

(I)

(k)

(j)

EIN: '52-2166327
(b) EIN

(c) IRC

(g) Amount

VA
VA

22201 51-0235174
22201 51-0235174

501(c)(3)
501 (c)(3)

Arlington
Madison
Madison
Madison
Madison
New York
New York
New York
New York
New York
New York

VA
WI
WI
WI
WI
NY
NY
NY
NY
NY
NY

22201 51-0235174
53703- 20-8036372
53703- 20-8036372
53703- 20-8036372
53703- 20-8036372
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529
10017 13-2912529

501(c){3)
501{c)(3)
501{c)(3)
501(c)(3)
501 {c)(3)
501{c)(3)
501{c)(3)
501(c)(3)
501 {c)(3)
501 {c)(3)
501 (c)(3)

1,000 00 for general operations

1,000.00 for general operations
for the d1stribut1onof National Review
162,514 00 subscriptions on college campuses
3,000 00 for grant adm1n1strat1on
7,500.00 for general operations
14,350.00 to experiment with achieving growth
38, 750 00 for general operations
1,000 00 for general operations
5,000.00 for general operations
10,000.00 for the Alexander Hamilton Dinner
10,000 00 for general operations
10,000 00 for general operations
12,000 00 for general operations

NY
DC
DC
DC

501 {c){3)
501 {c)(3)
501 {c){3)
501 (c)(3)
501(c){3)
501{c)(3)
501 {c){3)
501(c)(3)
501 {c){3)
501 {c){3)
501(c)(3)
501 {c)(3)
501 {c)(3)
501{c){3)
501(c)(3)
501(c)(3)
501 {c)(3)
501(c)(3)
501 (c){3)
501{c){3)
501 {c)(3)
501 {c){3)
501 (c)(3)

50,000.00
250 00
4,000 00
5,000.00
7,500 00
500 00
500 00
1,000 00
1,000 00
1,000 00
1,000 00
2,500.00
5,000.00
300,000 00
100.00
200 00
1,000 00
1,000.00
1,000 00
100,000.00
1,000 00
10,500.00
11,250.00

Manhattan Institute For Policy Research

Mariiuana Policy Proiect Foundation
MariJuana Policy Proiect Foundation
Mariiuana Policy Pro1ect Foundation
Massachusetts Charter School Assoc
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Media Research Center
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center, GMU
Mercatus Center. GMU
Mercatus Center, GMU
Middle East Forum
Moving Windmills ProJect, Inc
Museum of the Rockies

52 Vanderbilt Avenue
Capitol Hill, PO Box 77492
Capitol Hill, PO Box 77492
Capitol Hill, PO Box 77492
10 Tremont Street, 6th floor
325 S Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S. Patrick Street
325 S Patrick Street
325 S Patrick Street
325 S. Patrick Street
325 S. Patrick Street
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive, Suite 450
3301 North Fairfax Drive. Suite 450
1500 Walnut Street, Ste. 1050
41 Madison Avenue, Suite 4000
600 West Kagy Boulevard

New York
Washington
Washington
Washington
Boston
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Alexandria
Arlington
Arlington
Arlington
Arlington
Arlington
Arlington
Ph1ladelph1a
New York
Bozeman

VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
VA
PA
NY
MT

10017 13-2912529
20013 52-1975211
20013 52-1975211
20013 52-1975211
02108 04-3559305
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22314 54-1429009
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
22201- 54-1436224
19102 23-77 49796
10010-' 26-2381809
59717 81-6016828

Museum of the Rockies

National Center for Policy Analysis

600 West Kagy Boulevard

12770 Coit Road, Suite 800

Bozeman
Dallas

MT
TX

59717 81-6016828
75251- 75-1804932

501 {c){3)
501 {c){3)

30,000 00
1,000 00

Center for Policy Analysis

Center for Policy Analysis
Legal & Policy Center
Legal & Policy Center
Legal & Policy Center

12770 Coit Road, Suite 800

12770 Coit Road, Suite 800
107 Park Washington Court
107 Park Washington Court
107 Park Washington Court

Dallas
Dallas
Falls Church
Falls Church
Falls Church

TX
TX

752517525122046
22046
22046

501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

2,000 00
5,000 00
600 00
600 00
1,000.00

National
National
National
National
National

SCHEDULE I (Form 990)

(h) Purpose

Arlington
Arlington

MA

VA
VA
VA

Part II. Line 1

75-1804932
75-1804932
52-1750188
52-1750188
52-1750188

general support for the American

University
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the Rush Limbaugh proiect
for general operations
Bronze Sponsorship for the 2009 Gala
for general operations
for general operations
for general operations
for general operations
for the 2009 Annual Fund
for general operations
for general operations
to support state outreach program
for general operations
for general operations
for general operations
for "Jack Horner Fund" for Mongolia
ProJect
for general operations
for the organization's grass roots health
campaign
for general operations
for general operations
for general operations
for general operations

Page 9 of 12

SCHEDULE I (Form 990)

DONORS TRUST, INC

EIN: '52-2166327

Part II, Line 1

(a) Grantee
National Legal & Polley Center
National Legal & Polley Center
National Right to Work Foundation
National Right to Work Foundation
National Right to Work Foundation
National Right to Work Foundation
National Right to Work Foundation
National Right to Work Foundation
National Tax L1m1tationFoundation
Network 20/20, Inc.
New Atlantic lnit1at1ve
New Atlantic Initiative
New Atlantic lnit1at1ve
New York Academy of Sciences
New York Historical Society
New York Historical Society
New York Historical Society
New York Historical Society
NumbersUSA
Numbers USA
NumbersUSA
NumbersUSA
Pacific Legal Foundation
Pacific Legal Foundation
Pacific Legal Foundation
Pacific Legal Foundation
Pacific Research Institute for Public Pol
Pacific Research Institute for Public Pol
Pacific Research Institute for Public Pol
Pacific Research Institute for Public Pol
Pacific Research Institute for Public Pol
PERC
PERC
PERC
PERC
PERC
Philanthropy Roundtable
Philanthropy Roundtable
Philanthropy Roundtable
Philanthropy Roundtable
Pioneer Institute for Public Polley Resea

Prometheus Institute
Providence St. Joseph Foundation
Randolph Bourne Institute, Inc
Randolph Bourne Institute, Inc

SCHEDULE I (Form 990)

(I)

(k)

(j)

Falls Church
107 Park Washington Court
Falls Church
107 Park Washington Court
Springfield
8001 Braddock Road, Ste 500
Springfield
8001 Braddock Road, Ste. 500
Springfield
8001 Braddock Road, Ste. 500
Springfield
8001 Braddock Road, Ste 500
Springfield
8001 Braddock Road, Ste. 500
Springfield
8001 Braddock Road, Ste. 500
151 N. Sunrise Ave , Ste 901
Roseville
New York
8507th Avenue, Ste 1300
3105 Woodley Road, NW
Washington
Washington
3105 Woodley Road, NW
3105 Woodley Road, NW
Washington
7 World Trade Center, 250 Greenw1cl New York
170 Central Park West
New York
170 Central Park West
New York
170 Central Park West
New York
New York
170 Central Park West
1601 North Kent Street, Suite 1100 Arlington
1601 North Kent Street, Suite 1100 Arlington
1601 North Kent Street, Suite 1100 Arlington
1601 North Kent Street, Suite 1100 Arlington
Sacramento
3900 Lennane Drive, Suite 200
3900 Lennane Drive, Suite 200
Sacramento
3900 Lennane Drive, Suite 200
Sacramento
Sacramento
3900 Lennane Drive, Suite 200
San Francisco
One Embarcadero Center, Ste 350
One Embarcadero Center, Ste 350
San Francisco
One Embarcadero Center, Ste 350
San Francisco
San Francisco
One Embarcadero Center, Ste 350
One Embarcadero Center, Ste 350
San Francisco
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Bozeman
2048 Analysis Drive, Suite A
Washington
1150 17th Street, NW, Suite 503
1150 17th Street, NW, Suite 503
Washington
Washington
1150 17th Street, NW, Suite 503
Washington
1150 17th Street, NW, Suite 503
85 Devonshire Street, 8th Floor
Boston

82 Clouds View
501 South Buena Vista Street
1017 El Camino Real, #306
1017 El Camino Real, #306

Irvine
Burbank
Redwood City
Redwood City

VA
VA
VA
VA
VA
VA
VA
VA
CA
NY
DC
DC
DC
NY
NY
NY
NY
NY
VA
VA
VA
VA
CA
CA
CA
CA
CA
CA
CA
CA
CA
MT
MT
MT
MT
MT
DC
DC
DC
DC
MA

CA
CA
CA
CA

(I)
22046
22046
221512215122151221512215122151
95661
10019
20008200082000810007
10024
10024
10024
10024
22209
22209
22209
22209
95834
95834
95834
95834
94111
94111
94111
94111
94111
59718
59718
59718
59718
59718
20036
20036
20036
20036
2109

92603
91505
94063
94063

Part II. Line 1

(b)EIN

(c) IRC

52-1750188
52-1750188
59-1588825
59-1588825
59-1588825
59-1588825
59-1588825
59-1588825
51-0208455
34-1983612
20-2636767
20-2636767
20-2636767
13-1773640
13-1624124
13-1624124
13-1624124
13-1624124
4 7-0865426
4 7-0865426
47-0865426
47-0865426
94-2197343
94-2197343
94-2197343
94-2197343
94-2528433
94-2528433
94-2528433
94-2528433
94-2528433
81-0393444
81-0393444
81-0393444
81-0393444
81-0393444
13-2943020
13-2943020
13-2943020
13-2943020
22-2632081

501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)

20-3558542
95-3544877
71-0929026
71-0929026

501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

(g) Amount

(h) Purpose

1,000 00
4,000.00
10,000.00
20,000.00
100 00
500.00
3,000.00
2,500 00
15,200.00
7,000.00
22,000 00
25,000.00
25,000.00
12,000.00
1,000.00
5,000.00
5,000.00
10,000 00
1,000.00
1,000 00
2,000.00
5,000 00
250.00
500.00
1,000.00
1,000 00
5,000.00
1,000.00
1,000 00
3,000.00
10,000 00
250.00
500 00
1,000.00
1,000.00
5,000.00
100.00
3,000.00
5,000 00
5,000.00
100,000.00

for general operations

for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the Gilder Challenge
for general operations
for the 2009 History Makers Gala
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
Host Comm1tteee Silver Sponsor 2009
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
Program support
for general operations
for general operations

18,900 00
5,000.00
25,000 00
50,000 00

for achieving greater reach by drawing

attention to your work through onhne
advertising
for general operations
for general operations
for general operations

Page 10 of 12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(a) Grantee

(I)

(I)

(k)

(j)

EIN: '52-216~327
(b) EIN

(c)IRC

(h) Purpose

(g) Amount

62-0476301
13-1624158
22-2406433
22-2406433
22-2406433

501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (C)(3)
501 (c)(3)

25,000 00
10,000.00
-S:000:00
200.00
400.00

AZ

22313 22-2406433
55113 22-2406433
85705 22-2406433

501(c)(3)
501 (c)(3)
501(c)(3)

500 00
100 00
1,000.00

Chicago
Chicago
New York

IL
IL
NY

60654-120-5792227
60654-120-5792227
10036 43-2095418

501 (c)(3)
501 (c}(3}
501 (c)(3)

5,000 00
250,000.00
10,000 00

PO Box 51
3424 S State Street
3424 S State Street
3424 S. State Street
3424 S. State Street
PO Box 31356
2761 N Marengo Avenue

Seligman
Chicago
Chicago
Chicago
Chicago
Tampa
Pasadena

AZ
IL
IL
IL
IL
FL
CA

86337- 86-0686270
60616 36-2167921
60616 36-2167921
60616 36-2167921
60616 36-2167921
33631 36-2193608
91001 95-4550781

501 (c)(3)
501 (C)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

5,000 00
10,000.00
125,000.00
200,000 00
250,000 00
10,000.00
6,000.00

Southeastern Legal Foundation

St Ann's Roman Catholic Church
St. Ann's Roman Catholic Church
St Bernard's School
State Policy Network
State Polley Network
State Polley Network

6100 Lake Forrest Drive, Ste. 520

5300 North 10th Street
5300 North 10th Street
4 East 98th Street
2020 North 14th Street
2020 North 14th Street
2020 North 14th Street

Atlanta
Arlington
Arlington
New York
Arlington
Arlington
Arlington

GA
VA
VA
NY
VA
VA
VA

30328
22205
22205
10029
22201
22201
22201

13-1255270
57-0952531
57-0952531
57-0952531

501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)

15,000.00
8,000 00
5,000.00
10,000.00
200 00
500 00
1,000.00

State Polley Network

State Policy Network
State Polley Network
Sutherland Institute
Texas Public Polley Foundation
The James Partnership
The James Partnership
The James Partnership
The Science Network (Salk Institute - CNL)
The Science Network (Salk Institute - CNL)
Thomas Jefferson Institute
Thomas More Law Center
Thomas More Law Center
Trustees of Dartmouth College
University at Buffalo Foundation (SUNY)

2020 North 14th Street

Arlington
2020 North 14th Street
Arlington
2020 North 14th Street
Arlington
Salt Lake City
307 West 200 South, Suite 5005
900 Congress Avenue, Suite 400
Austin
Burke
9302-C Old Keene Mill Road
9302-C Old Keene Mill Road
Burke
Burke
9302-C Old Keene Mill Road
10010 N Torrey Pines Rd.
La Jolla
La Jolla
10010 N Torrey Pines Rd
Springfield
9035 Golden Sunset Lane
24 Frank Lloyd Wright Drive, PO# 39 Ann Arbor
24 Frank Lloyd Wright Drive, PO# 39 Ann Arbor
6108 Silsby Hall
Hanover
520 Park Hall (North Campus)
Buffalo

VA
VA
VA
UT
TX
VA
VA
VA
CA
CA
VA
Ml
Ml
NH
NY

22201 57-0952531
22201 57-0952531
22201 57-0952531
84101 87-0531727
78701 74-2524057
22015 26-2521115
22015 26-2521115
22015 26-2521115
92037 81-0639470
92037 81-0639470
22153 51-0280185
48106-' 38-3448297
48106- 38-3448297
3755 02-0222111
14260 16-0865182

501(c)(3)
501(c}(3)
501(c)(3)
501(c)(3)
501(c}(3)
501(c}(3}
501 (c)(3)
501(c}(3)
501(c}(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501(c)(3)
501 (c)(3)

1,000 00
2,000 00
10,000.00
235,000.00
10,000 00
45,000.00
58,000.00
75,000.00
5,000 00
5,000 00
2,500 00
2,500 00
5,000.00
10,358 63
7,000 00

Rhodes College
Rockefeller Un1vers1ty
Salvation Army - Massachusetts
Salvation Army-DC
Salvation Army-DC

200 N Parkway
1230 York Avenue
147 Berkeley Street
PO Box 269
PO Box 269

Memphis
New York
Boston
Alexandria
Alexandria

TN
NY

Salvation Army-DC
Salvation Army-Roseville, MN
Salvation Army-Tucson

PO Box 269
PO Box 131240
218 E Prince Road

Alexandria
Roseville
Tucson

DC
MN

Sam Adams Alliance

Sam Adams Alliance
Science Festival Foundation

400 West Erie, Suite #407

400 West Erie, Suite #407
230 West 41 st Street, Ste 1600

Seligman Historical Society

Shimer College
Shimer College
Shimer College
Shimer College
Shriners Hospitals for Children
Skeptics Society

SCHEDULE I (Form 990)

MA
DC
DC

38112
10021
02467
22313
22313

Part II, Line 1

58-1247027

'

to establish the JMC-Veritas Higher

Education lmt1at1vePost-Doctoral
Fellowship
for general operations
for general operations
for,~eneral operations
for general operations
to support the National Capital Area
Command
for general operations
for general operations
for comprehensive Kansas state leg1slat1ve
contenUportal
for general operations
for general operations
for the organization's Route 66
Preservation Proiect
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
to support the organization's work with the
assistance of Bert Rem
for general operations
for general operations
for general operations
for annual fund for the current year
Annual Membership
for general operations
in response to the organization's upcoming
annual meeting
for general operations
for general operations
for general operations
for the Center for Education Policy
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for general operations
for the "Class of '66 Lodge Fund."
for the Department of Pol1t1calScience

Page 11 of 12

SCHEDULE I (Form 990)

Part II, Line 1

DONORS TRUST, INC

(I)

(a) Grantee

(k)

(j)

(I)

EIN: ~2-2166327
(b)EIN

(c)IRC

(g) Amount

(h) Purpose

University of Arizona Foundation

PO Box 210027

Tucson

AZ

85721 86-6050388

501 (c)(3)

University of CA Regents-Berkeley
University of Marne

793 Simon Hall, MC 7200

5754 North Stevens Hall, Rm 229

Berkeley
Orono

CA
ME

94720- 94-3067788
04469- 01-6000769

501 (c}(3)
501 (c)(3)

FBO Center for the Philosophy of

76,000 00 Freedom
support research & teaching rn the
60,000.00 Berkeley Program rn Law & Economics
16,000.00 Department of Political Science lectures

501(c)(3)

to establish the JMC-Veritas Higher

Education lnit1at1vePost-Doctoral
65,000 00 Fellowship

501(c)(3)

to establish the JMC-Veritas Higher

Education lnit1at1vePost-Doctoral
15,000 00 Fellowship

501(c)(3)

to establish the JMC-Veritas Higher

Education lnit1at1vePost-Doctoral
55,000.00 Fellowship

University of Notre Dame

University of Richmond

University of Texas - Austin

110 Grace Hall

Notre Dame

28 Westhampton Way

Richmond

1 Un1vers1tyStation C4100

IN

VA

Austin

TX

46556 35-0868188

23173

78712 74-6000203

University of Virginia Foundation

Dept. of Poht1cs, PO Box 400787

Charlottesville

VA

22904- 54-1682176

501(c)(3)

University System of Maryland Foundation

A.V W1lhams Building

College Park

MD

20742 52-1125663

501(c)(3)

to establish the JMC-Veritas Higher

Education ln1t1at1vePost-Doctoral
55,000 00 Fellowship
to support research act1v1t1esof Professor
3,000 00 Jim Purt1lo at the University

University System of Maryland Foundation

US English Foundation
US English Foundation

A V W1lhams Building
College Park
1747 Pennsylvania Ave. NW, Suite 11Washington
1747 Pennsylvania Ave. NW, Suite 11Washington

MD
DC
DC

20742 52-1125663
20006 52-1524976
20006 52-1524976

501(c)(3)
501(c)(3)
501(c)(3)

to support research act1v1t1esof Professor

6,500 00 Purt1lo at the Un1vers1ty
250 00 for general operations
10,000 00 for general operations

Villanova University
Williams College
Young America's Foundation
Young America's Foundation
Young America's Foundation
Young America's Foundation
Young America's Foundation

SCHEDULE I (Form 990)

800 Lancaster Avenue

75 Park Street
110 Elden Street, Suite
11O Elden Street, Suite
110 Elden Street, Suite
110 Elden Street, Suite
110 Elden Street, Suite

A
A
A
A
A

Villanova
W1lhamstown
Herndon
Herndon
Herndon
Herndon
Herndon

PA
MA
VA
VA
VA
VA
VA

19805
01267
2017020170201702017020170-

Part II. Line 1

23-1352688
04-2104847
23-7042029
23-7042029
23-7042029
23-7042029
23-7042029

501 (c)(3)
501 (c)(3)
501 (c)(3)
501(c)(3)
501 (c)(3)
501 (c)(3)
501 (c)(3)

25,000.00
11,000.00
100 00
1,000.00
1,000.00
10,000 00
25,000 00

to establish the JMC-Veritas Higher

Education lnit1at1vePost-Doctoral
Fellowship
for Parents Fund, class of 2011
for general operations
for general operations
for the Reagan Ranch
for general operations
for general operations

Page 12 of 12

52-2166327

Donors Trust, Inc.

Supporting Statement of:

Schedule

R/Total

Income-1
Amount

Description

Contribution

received

at

fair

Total

market

value

1,450,000.
1,450,000.

Supporting Statement of:

Schedule

R/Total

Income-2
Description

Contributions

received(cash)

Total

Amount

175,000.
175,000.

Supporting Statement of:

Schedule

R/Total

Income-3
Description

Contributions
Total

received

(cash)

Amount

322,000.
322,000.