Donors Capital Fund541934032 2012 09d139e2Searchable

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OMS No 1545-0047

Form 99

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(aX1) of the Internal Revenue Code

(except black lung benefit trust or private foundation)

2 12

Open to Public

Inspection

~ ~ ~ n ~ r ~ ~ ~ ~ ~ J ~ e s ~

~ u r y • Theorganization ayhave o usea copyof this return o satisfy tate eportingequirements.

A For the 2012 calendar year, or tax year beginning , 2012, and ending

B

Check 1 pplicable C Name f organizationDonors Capital Fund, Inc

Addresshange

Name hange

ln1t1aleturn

Terminated

DoingBusiness s

Number ndstreet or P O box11mail1s otdeliveredo streetaddr)

P.O. Box 1305

City, ownor country

Amendedeturn Alexandria

Applicationending F Name ndaddress f principal fficer

State

VA

D Employerdentification umber

54-1934032

Room/suite E

Telephoneumber

(703) 535-3563

ZIPcode+

22313

G

Grosseceipts$ 84, 373, B10.

H(a) s hisa group eturn or afflliates>

Yes

13

O

5

1

d ' V 2 2 313 H(b)Areall affiliatesncluded> Yes

Whitney L. Ball P • 0 · Box A exan r l.a A 11No,'attach list (see1nstruct1ons)

Tax-exempttatus

pc

501(c)(3)

I

501(c) ( ) ... (insertno)

I

4947(a)(l)or

I

527

J Website: ... donorsca italfund.or H(c)Groupexempt1onnumber._

.. ~~~~,-L-Y-e-ar-o-f-F-or_m_a~bo-n~-1-9-9~9~---.-M~S-ta-te_o_f_le_g_a_

9

Part I Summa

1 Briefly describe the organization's m1ss1onor most s1gn1f1cant ct1v1t1es: support IRC 509 ca>c1>,

C2l &

(3) ergs, which alleviate, th

education, research and private initiatives, society's most pervasive and radical needs, including those relating to so

~elf are, health, environment, economics, governance, foreign relations, and arts and culture; and which encourage philanthro

and indi victual .9.i ving and resEonsibili tx as an answer to society's needs, as oep-0sed to .9overnmental involveme

2 Check this box ... IT1f the organization discontinued its operations or disposed of more than 25% of its net assets.

3 Number of voting members of the governing body (Part VI, line 1a) 3

4 Number of independent voting members of the governing body (Part VI, line lb) 4

5 Total number of ind1v1dualsemployed in calendar year 2012 (Part V, line 2a) 5

6

Total number of volunteers (estimate 1f necessary)

6

7a Total unrelated business revenue from Part VIII, column (C), line 12 7a 34, 8

b Net unrelated business taxable income from Form 990-T, line

34

7b 34, 8

19 Revenue less expenses Subtract line 18 from line 12

D

.. u

d

I

20

<ill

.., 21

'ii§

Total assets (Part X, line 16)

Total l1ab1l1t1esPart X, line 26)

z ... 22

Part II

Sign

Here

Paid

Preparer

Use Only

PnntfTypereparer'same

Firm's name

...

Preparer'signature

May the IRS discuss this return with the preparer shown above? (see 1nstruct1ons)

BAA For Paperwork Reduction Act Notice, see the separate instructions.

Date

Prior Year Current Year

60,622,937. 55,254,703.

1,077,877.

1,505,438.

61,700,814. 56,760,141.

56,612,510.

56,114,235.

769,579. 902,768

57,382,089.

57,017,003.

4,318,725. -256,862.

Beginning f CurrentYear

End of Year

35,671,060. 36, 711, 4

104,329.

286,516

35, 566, 731. 36,424,892.

Date

President and

CEO

Check

11

PTIN

self-employed

Firm'sEIN •

Phone o

TEEA0101 05/09113

I IYes I

Form 990 (



Form 990 (2012) Donors Ca ital Fund, Inc

54-1934032

Pa

Ba'iitllll•

tatement of Program Service Accomplishments

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

1

Briefly describe the organization's m1ss1on:

Sl: P.P-O~t IR~ _?09 (a) ( 1), (2) & (3) _ or.9~ which alleviate, throu.9h __________________

education, research and private initiatives, society's most pervasive and radical needs, including those relating to soc

~ee Form 990, , Part I ll, Line 1 _{_cont1nued2.________________________________________

2 Did the organization undertake any s1gnif1cant program services during the year which were not listed on the prior

Form 990 or 990-EZ?

If 'Yes,' describe these new services on Schedule 0.

3 Did the organization cease conducting, or make s1gnif1cant changes in how 1t conducts, any program services?

If 'Yes,' describe these changes on Schedule O

O Yes []

O

Yes []

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expense

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

others, the total expenses, and revenue, 1f any, for each program service reported

4a(Code: )(Expenses$ 56,875,506. 1ncludinggrantsof 55,254,703.)(Revenue

Sl: P_p-0rt IRC 509(a) (l)_& 509(a) (2)_or.9}3, which alleviate, throu.9h _______________

education, research and private initiatives, society's most pervasive and radical needs, including those relating to soc

welfare, health, environment, economics, governance, foreign relations, and arts and culture;and which encourage philanthrop

and individual giving and responsibility as an answer to society's needs, as OJ?J2_0sed to governmental involvement

4b (Code·

including grants of $ ) (Revenue

4c (Code·

1nclud1nggrants of $ ) (Revenue

~ ~ ~ ~ ~ ~ ~ ~

~ ~ ~ ~ ~ ~ ~

4 d Other program services. (Describe 1n Schedule 0.)

(Expenses $ including grants of

) (Revenue

4 e Total program service expenses 5 6, 8 7 5, 5 0 6 •

BAA TEEA0102 08/08/12

Form 990 (



Form 990 (2012)

Donors Capital Fund Inc

54-1934032

P

I

Part IV IChecklist of Required Schedules

1 Is the organization described in section 501 (c)(3) or 4947(a)(l) (other than a private foundation)? If Yes,· complete

Schedule A

2

Is the organization required to complete Schedule 8, Schedule of Contnbutors (see instructions)?

3

Did the organization engage 1n direct or indirect political campaign act1v1t1es n behalf of or 1n oppos1t1on o candidates

for public office'

If Yes, complete Schedule

C,

Part I

4 Section 501 cX3) organizations Did the organization engage 1n obbying act1v1t1es, r have a section 501 (h) election

1n effect during the tax year? If Yes,· complete Schedule C, Part II

5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues,

assessments, or s1m1laramounts as defined 1n Revenue Procedure 98- 19? If Yes,· complete Schedule C, Part Ill

6

Did the organization maintain any donor advised funds or any s1m1lar unds or accounts for which donors have the right

to provide advice on the d1stribut1on or investment of amounts in such funds or accounts' If Yes,· complete Schedule D,

Part I

7

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

8

Did the organization ma1nta1ncollections of works of art. historical treasures, or other s1m1larassets? If Yes,·

complete Schedule D, Part Ill

9

Did the organization report an amount in Part X, line 21, for escrow or custodial account l1ab1l1ty; erve as a custodian

for amounts not listed in Part X; or provide credit counseling, debt management credit repair, or debt negot1at1on

services' If Yes,· complete Schedule D, Part IV

10

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments,

permanent endowments, or quasi-endowments?

If Yes, complete Schedule D, Part V

11 If the organization's answer to any of the following questions 1s Yes', then complete Schedule D, Parts VI, VII, VIII, IX,

or X as applicable.

a

Did the organization report an amount for land, buildings and equipment in Part X, line 10' If Yes, complete Schedule

D, Part VI

b

Did the organization report an amount for investments - other securities in Part X, line 12 that 1s 5% or more of its total

assets reported in Part X, line 16? If Yes, complete Schedule D, Part VII

c

Did the organization report an amount for investments - program related in Part X, line 13 that 1s 5% or more of its total

assets reported 1n Part X, line 16? If Yes,· complete Schedule D, Part VIII

d

Did the organization report an amount for other assets 1n Part X, line 15 that 1s 5% or more of its total assets reported

in Part X, line 16? If Yes,· complete Schedule D, Part IX

e

Did the organization report an amount for other l1ab11it1esn Part X, line 25' If Yes, complete Schedule D, Part X

f

Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax pos1t1onsunder FIN 48 (ASC 740)? If Yes, complete Schedule D, Part X

12a Did the organization obtain separate, independent audited f1nanc1al statements for the tax year? If Yes, complete

Schedule D, Parts XI, and XII

b

Was the organization included in consolidated, independent audited financial statements for the tax year? If Yes,· and

if the organization answered No to /me 12a, then completing Schedule D, Parts XI and XII is optional

13 Is the organization a school described 1n section 170(b)(l )(A)(11)' If Yes, complete Schedule E

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

b

Did the organization have aggregate revenues or expenses of more than 10,000 from grantmaking, fundra1s1ng,

business, investment, and program service act1v1t1es utside the United States, or aggregate foreign investments valued

at 100,000 or more? If Yes, complete Schedule F, Parts I and IV

15 Did the organization report on Part IX, column (A), line 3, more than 5,000 of grants or assistance to any organization

or entity located outside the United States? If Yes, complete Schedule F, Parts II and IV

16

Did the organization report on Part IX, column (A), line 3, more than 5,000 of aggregate grants or assistance to

ind1v1duals ocated outside the United States' If Yes,· complete Schedule F, Parts Ill and IV

17 Did the organization report a total of more than 15,000 of expenses for professional fundra1s1ngservices on Part IX,

column (A), lines 6 and 11e' If Yes,· complete Schedule G, Part I (see mstructtons)

18 Did the organization report more than 15,000 total of fundra1sing event gross income and contributions on Part VII I,

lines le and Sa? If Yes, complete Schedule G, Part II

19 Did the organization report more than 15,000 of gross income from gaming act1v1t1es n Part VIII, line 9a? If Yes,

complete Schedule

G

Part Ill

20 a

Did the organization operate one or more hospital fac1l1t1es?f Yes,· complete Schedule H

b If 'Yes' to line 20a, did the organization attach a copy of its audited f1nanc1al statements to this return?

BAA

TEEA0103 12/13/12

Yes

1

x

2

x

3

4

5

6

x

7

8

9

10

x

-

--

11 a

11 b

11 c

11 d

x

11 e

x

11f

12a

x

12b

13

14a

14b

15

16

17

18

19

20

20b

Form 990 (



Form 990 (2012)

Donors Capital Fund, Inc

54-1934032

P

I

Part IV

I

Checklist of Required Schedules (continued)

21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations 1n he

United States on Part IX, column (A), line 1? If Yes, complete Schedule I, Parts I and II

22 Did the organization report more than $5,000 of grants and other assistance to ind1v1duals1n he United States on Part

IX, column (A), line 2? If Yes, complete Schedule I, Parts I and Ill

23 Did the organization answer 'Yes' to Part VII, Section A, line 3,

4,

or 5 about compensation of the organization's current

and former officers, directors, trustees, key employees, and highest compensated employees? If Yes, complete

Schedule J

24a Did the organization have a tax-exempt bond issue with an outstand1nq 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

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

Yes

21

x

22

23 X

24a

24b

c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease

any tax-exempt bonds

1

24c

t----1--- ---

d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 24d

25 a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a

d1squal1f1ed erson during the year?

If Yes, complete Schedule L, Part I

b Is the organization aware that 1t engaged 1n an excess benefit transaction with a d1squal1f1ed erson in a prior year, and

that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If Yes, complete

Schedule L, Part I

26 Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or

d1squal1f1ed erson outstanding as of the end of the organization's tax year' If Yes, complete Schedule L, Part II

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial

contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member

of any of these persons? If Yes, complete Schedule L, Part Ill

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV

1nstruct1ons or applicable filing thresholds, cond1t1ons,and exceptions):

a A current or former officer, director, trustee, or key employee? If

Yes, complete Schedule L, Part IV

b A family member of a current or former officer, director, trustee, or key employee? If Yes, complete

Schedule L, Part IV

c An en lty of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an

officer, director, trustee, or direct or indirect owner? If Yes, complete Schedule L, Part IV

29 Did the organization receive more than $25,000 in non-cash contributions? If Yes, complete Schedule M

30 Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qual1f1edconservation

contributions?

If Yes, complete Schedule M

31 Did the organization liquidate, terminate, or dissolve and cease operations? If Yes, complete Schedule N, Part I

32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?

If Yes, complete

Schedule N, Part II

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections

301.7701-2 and 301 7701-3?

If Yes, complete Schedule R, Part I

34 Was the organization related to any tax-exempt or taxable entity? If Yes, complete Schedule R, Parts II, Ill, IV,

and V, /me 1

35a Did the organization have a controlled entity w1th1n he meaning of section 512(b)(13)?

b If 'Yes' to line 35a, did the organization receive any payment from or engage 1nany transaction with a controlled

entity within the meaning of section 512(b)(l 3)?

If Yes, complete Schedule R, Part V, /me 2

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related

organization? If Yes, complete Schedule R, Part V, /me 2

37 Did the organization conduct more than 5% of its act1v1t1eshrough an entity that 1s not a related organization and that 1s

treated as a partnership for federal income tax purposes?

If Yes, complete Schedule R, Part VJ

38 Did the organization complete Schedule O and provide explanations 1n Schedule O for Part VI, lines 11b and 19?

Note. All Form 990 filers are required to complete Schedule O

BAA

TEEA0104 08/08112

t---- ---- ---

25a

25b

26

27

--

--

28a

28b

28c

29

x

30

31

32

33

x

34

x

35a

35b

36

37

38

x

Form 990 (



Form990(2012)

Donors Ca ital Fund Inc

_e__artY~tatements Regarding Other IRS Filings and Tax Compliance

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

1 a Enter the number reported 1n Box 3 of Form 1096 Enter -0- 1f not applicable

b Enter the number of Forms W-2G included in line 1a. Enter -0- 1f not applicable

1 a

1 b

54-1934032

c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming

(gambling) winnings to prize winners?

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State-

I I

ments, filed for the calendar year ending with or within the year covered by this return 2 a

Q .

b If at least one 1s reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a 1s greater than 250, you may be required to

e-f1/e.

(see 1nstruct1ons)

3 a Did the organization have unrelated business gross income of $1,000 or more during the year?

b If 'Yes' has 1t lied a Form 990-T for this year?

If No, provide an explanation

n

Schedule

O

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a

f1nanc1alaccount in a foreign country (such as a bank account, securities account, or other f1nanc1al account)?

b If 'Yes,' enter the name of the foreign country: •

See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.

5 a Was the organization a party to a proh1b1ted ax shelter transaction at any time during the tax year?

b Did any taxable party notify the organization that 1t was or 1s a party to a proh1b1ted ax shelter transaction?

c If

'Yes,' to line 5a or 5b, did the organization file Form 8886-T?

6

a 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 as charitable contributions?

b If 'Yes,' did the organization include with every sol1c1tat1onan express statement that such contributions or gifts were

P

Sc

6a

not tax deductible? 6 b

7 Organizations that may receive deductible contributions under section 170(c).

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?

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

c Did the organ1zat1on sell, exchange, or otherwise dispose of tangible personal property for which 1t was required to file

Form 8282?

r,;.-=:1-;::=.t.:=,

7a

7b

7c

d If 'Yes,' 1nd1cate he number of Forms 8282 filed during the year I 7 di

e Did the organization receive any funds, directly or 1nd1rectly, o pay premiums on a personalb ~e_n_e_f~1t_c_o_n-tr_a_c_P_.----, 7 e

f Did the organization, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract? 7 f

g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899

as required?

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a

Form 1098-C?

8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the

supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business

holdings at any time during the year?

9 Sponsoring organizations maintaining donor advised funds.

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

b

Did the organization make a d1stribut1on o a donor, donor advisor, or related person?

10 Section 501(c)(7) organizations. Enter:

a lnit1at1on ees and capital contributions included on Part VIII, line 12

b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facil1t1es

11 Section 501 c)(12) organizations. Enter:

a Gross income from members or shareholders

b Gross income from other sources (Do not net amounts due or paid to other sources

7g

7h

8

.• ,~~~:

9a

9b

I ·I

gainst amounts due or received from them.) 11 b

~-~---------1

12a 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

13 Section 501(c)(29) qualified nonprofit health insurance issuers.

a Is the organization licensed to issue qual1f1edhealth plans 1n more than one state?

I

12bl

Note. See the 1nstruct1ons or add1t1onal nformation the organization must report on Schedule

0.

b Enter the amount of reserves the organization 1s required to maintain by the states 1n

which the organization 1s icensed to issue qualified health plans

c Enter the amount of reserves on hand

14a Did the organization receive any payments for indoor tanning services during the tax year?

b If 'Yes,' has 1t iled a Form 720 to report these payments? If

No, provide an explanation n Schedule

O

BAA

TEEA0105 08/08/12

14a

14b

Form 990 (



Form 990 (2012) Donors Capital Fund, Inc

54-1934032

P

I

Part VI

I

Governance, Management and Disclosure For each Yes response to Imes 2 through lb below, and for

a No response to /me Ba, Bb, or 70b below, descnbe the circumstances, processes, or changes in

Schedule 0. See instructions.

Check 1f Schedule O contains a response to any question 1n his Part VI

Section A Governina Bodv and Management

Yes

9

a Enter the number of voting members of the governing body at the end of the tax year 1 a

If there are material differences 1nvoting rights among members t---+-------------t

of the governing body, or 1f he governing body delegated broad

authority to an executive committee or s1m1larcommittee, explain in Schedule

0.

b Enter the number of voting members included 1n ine 1a, above, who are independent

1

b

8

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

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

officer, director, trustee or key employee? . .

2

3 Did the organization delegate control over management duties customarily performed by or under the direct superv1s1on

of officers, directors or trustees, or key employees to a management company or other person?

3

4 Did the organization make any s1gnif1cantchanges to its governing documents

since the prior Form 990 was filed?

4

5 Did the organization become aware during the year of a s1gnif1cantd1vers1onof the organization's assets?

5

6 Did the organization have members or stockholders?

6

7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more

members of the governing body?

7a

b Are any governance dec1s1onsof the organization reserved to (or subJect to approval by) members,

stockholders, or other persons other than the governing body?

7b

--

--

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by

the following:

a The governing body?

Sa

x

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

Sb

x

9 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

organization's mailing address?

If

'Yes,'

provide the

names

and

addresses

m Schedule O

9

Section B. Policies (This Section

B

requests mformat,on about po/1c1esnot reawred by the Internal Revenue Code

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

b If 'Yes,'did he orgamzat1onavewrittenpolicies ndproceduresoverninghe act1v1t1esf suchchapters,ffiliates, ndbrancheso ensureheir

operationsreconsistent ith heorgamzat1on'sxempt urposes?

11 a Has heorganizationrovided complete opy f this Form 90 o all members f its governing ody eforeiling he orm?

b Describe 1n Schedule O the process, 1f any, used by the organization to review this Form 990.

12a Did the organization have a written conflict of interest policy?

If No, go to /me 73

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

to conflicts?

c Did the organization regularly and consistently monitor and enforce compliance with the policy?

If

'Yes,'

describe m

Schedule O how this ,s done

13 Did the organization have a written wh1stleblower policy?

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

Yes

10a

10b

11 a

12a

x

12b

x

12c

x

13 x

14

x

15 Did the process for determining compensation of the following persons include a review and approval by independent

persons, comparab1l1ty data, and contemporaneous substant1at1on of the del1berat1onand dec1s1on?

,-

--

a The organization's CEO, Executive Director, or top management off1c1al

b Other officers of key employees of the organization

If 'Yes' to line 15a or 15b, describe the process 1n Schedule

0.

(See instructions)

16a Did the organization invest in, contribute assets to, or part1c1pate 1na 101ntventure or s1m1lararrangement with a

taxable entity during the year?

b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its

part1c1pat1onn 101nt enture arrangements under applicable federal tax law, and taken steps to safeguard the

organ1zat1on's exempt status with respect to such arrangements?

Section C. Disclosure

15a

15b

16a

--

--

16b

17 List the states with which a copy of this Form 990 1s required to be filed .. See Form 990, P~ge 6, Line 17 (continued) ________

18

Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for p

inspection. Indicate how you make these available. Check all that apply.

O Own website OAnother's website [] Upon request OOther

(exp/am m Schedule 0)

19 Describen Schedule whetherand1fso,how) heorgamzat1onakests governingocuments,onflict f interest olicy, nd inancial tatementsvailableo

the public uring he axyear.

20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization:

.. _t~e Org_aniz~tj.~i: _- ___ the Orq~mization' s _Address _________________ (703) 535-35

BAA

TEEA0106 08/08/12

Form 990 (



Form990 (2012) Donors Ca ital Fund, Inc 54-1934032 P

Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, a

Independent Contractors

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

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or w1th1n he

organization's tax year.

• List all of the org_anizat1on'scurrent officers, directors, trustees (whether 1nd1v1duals r organizations), regardless of amount of

compensation Enter

:U-

in columns (D), (E), and (F) 1f no compensation was paid.

• List all of the organization's current key employees, 1f any. See instructions for defin1t1onof 'key employee.'

• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)

who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the

organization and any related organizations.

• List all of the 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 1n he following order: 1nd1v1dualrustees or directors, 1nst1tut1onal rustees; officers; key employees; highest compensated

employees; and former such persons.

D

Check this box 1f neither the organization nor any related organization compensated any current officer, director, or trustee.

(A)

Name and Title

(B)

Average

hours per

week (list

any hours

for related

orgarnza-

t1ons

below

dotted

line)

_ (1) Adam_Me_yerson _________ l ...5_0

(C)

Position (do not check more than

one box, unless person 1s both an

officer and a director/trustee)

Q :::,

=>

0

:;:,,;

<1>

I

'Tl

a.9-

u

(1)

3- 0

c::-

'<

'O

'§-

3

i

:5

e-

n

(1)

~

1)

a.

c::-

3

c

Q~

0

"O

mg

>

0

2

<»

'<

3

2

(1)

u

(1)

(1)

*

:::,

(1)

'

1)

$'

a.

Chairman/BoD X

(2) Kimberl_y_O Dennis _____

1.00

Vice Chairman X

_(3) Whitney L Ball _______

20.00

(D)

Reportable

compensation from

the organization

IY'/·211099-MISC)

0.

o.

(E)

Reportable

compensation from

related

organizations

IY'/·211099-MISC)

0.

0.

(F)

Estimated

amount of othe

compensation

from the

orgarnzat1on

and related

organ1zat1ons

President

25. 00

X X

0. 207,500. 20,75

_ (4) Arthur Brooks _________ J ..,0_0

Board Member X

o.

0.

_(5) Steven Hayward _______

1.50

Treas. /BoD X X

0.

0.

(6) Kris Alan Mauren

1. 00

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

Board Member X

o.

0.

_ (7)

William H Mellor ______ l ...o_o

Board Member X 0.

0.

_ (8) Rqg~r R Ream _ _ _ _ _ _ _ _ 1. 0 0

Board Member X 0.

0.

_ (9) John_ Von_Kannon _ _ _ _ _ _ 1. 00

Board Member X

0. o.

(10) Jeffrey c Z_ysik ______

15.

00

Asst. Treas. Sec. 30.00 X 0. 175,000.

17,50

(11) _____________________ _

0~ ----------------------

0~ ----------------------

0~ ----------------------

BAA

TEEA0107 12/17112

Form 990 (



Form

990

(2012)

Donors

caoital

Fund. Inc

54-1934032

Pag

IPart VII II ection A. Officers, Directors, Trustees. Kev Emolovees, and Hiahest Comoensated Emolovees (cont

(B)

C)

(A)

Pos1t1on

D)

E) F)

Average

(do not check more than one

Name and title

hours box, unless person 1s both an

Reportable

Reportable Estimated

per

ott1cer and a director/trustee)

compensation from

compensation from amount of othe

week

0 -

ro

:C

.,,

the organization

related organizations compensation

(hst any

::::,

0

;

u

'§-

0

(W-2/1099 MISC)

(W-2/1099-MISC} from the

hours

g. <

=-

:f:

3

organization

for

e-

r>

c:

l

and related

related

0

ro -

6"

::::,

"CJ

ro n

organizations

orgamza

, 2

Q>

lions

below

2

(1)

.'

(1)

dolled

(1)

u

::,

(1)

$

"'

ne)

"'

1)

i.

a.

o~ ------------------------

---

06)

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

---

17)

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

---

18)

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

---

19)

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

---

20)

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

---

21) ________________________

---

22) ------------------------

---

23) ------------------------

---

24) ________________________

---

25) ------------------------

---

1

b Sub-total

0. 382,500. 38,25

c Total from continuation sheets to Part VII, Section A

d Total (add lines

1

band

1

c)

0.

382,500. 38,25

2 Total number of ind1v1duals including but not l1m1ted o those listed above) who received more than $100,000 of reportable compensat

from the organization

Yes

3

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee

--

--

on line 1a? If 'Yes,' complete Schedule

J

for such md1v1dual

3

4

For any 1nd1v1dualisted on line 1a, 1s he sum of reportable compensation and other compensation from

:

the organization and related organizations greater than $150,000? If 'Yes' complete Schedule

J

for

such md1v1dual

4

5

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or 1nd1v1dual

or services rendered to the organization?

If 'Yes,' comeJete Schedule J for such eerson

5

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 Report compensation for the calendar year ending with or w1th1n he organization's tax year.

A) (B)

C)

x

Name and business address

Description of services Compensation

2 Total number of independent contractors (including but not l1m1ted o those listed above) who received more than

$100,000 in compensation from the organization o

BAA

TEEA0108 01124113

Form

990

(



Form 990 (2012)

Donors Ca ital Fund, Inc

54-1934032

P

Part Vllll Statement of Revenue

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

(A)

(B)

(C)

(D)

Total revenue

Related or

Unrelated Revenue

exempt

business excluded from

function

revenue under sectio

revenue

512, 513, or

i- en

1 a Federated campaigns

1 a

l-

c(Z

a:

::>

b Membership dues

1 b

oO

cl):: :

c Fundra1sing events

1

c

c::

a~

d Related organizations

1 d

.,; 2i

e Governmentrants contributions)

1 e

~.;;

-a:

.......

f All othercontributions, ifts, grants,and

>:z:

m::;

s1m1larmounts ot ncluded bove

1f

55,254,703.

i-c

Zz

g Noncash ontributionsncludedm Ins a-lf

10,284,702.

8<

h

Total.

Add lines 1a-1 f

...

55.254.703.

::>

Business Code

:z:

.....

iii

2a

a:

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

.....

b

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

>

c

a:

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

....

dn

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

e

a:

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

J

f All other program service revenue

a:

g Total. Add lines 2a-2f

...

...

3

Investment income (including d1v1dends, interest and

other s1m1lar amounts)

...

832.563.

0. 34.802. 797.761

4

Income from investment of tax-exempt bond proceeds

...

5

Royalties

...

(1) Real (11)Personal

6 a Gross rents

b Less: rental expenses

c Rentalncome r (loss)

d Net rental income or (loss)

...

7

a

Gross mount rom salesof

(1) Securities (11)Other

assetsother han nventory

28.286.544.

b Less cost or other

basis

and salesexpenses

27.613.669.

c Gain or (loss)

672,875.

d Net gain or (loss)

...

672.875.

0. 0.

672.875

.....

8 a Gross income from fundra1sing events

::>

(not 1nclud1ng

z:

of contributions reported on line 1c).

a:

See Part IV, line 18 a

:

.....

b Less: direct expenses

b

:c

.....

0

c Net income or (loss) from fundra1s1ng events

...

9 a Gross income from gaming act1v1t1es.

See Part IV, line 19

a

b Less direct expenses

b

c Net income or (loss) from gaming act1v1t1es

...

10 a

Gross sales of inventory, less returns

and allowances

a

b Less cost of goods sold b

c Net income or (loss) from sales of inventory

...

Miscellaneous Revenue

Business Code

11 a

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

b

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

c

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

d All other revenue

e

Total.

Add lines 11a-11 d

...

12

Total revenue. See 1nstruct1ons

...

56, 760, 141. 0. 34,802. 1,470,636.

BAA

TEEA0109 12/17112 Form 990 (



Form

990

(2012)


54-1934032 Pag

Section 501 c) 3) and 501 c) 4) organizations must complete all columns. All other orgamzat,ons must comolete column A)

Check 1f Schedule O contains a response to any question 1n his Part IX

Do not include amounts reported on Imes 6b

A)

CB)

C)

D)

Total expenses

Program service Management and Fundra1s1ng

lb Sb 9b and /Ob of Part VJ/I.

exoenses

aeneral exoenses exoenses

1

Grants and other assistance to governments

nd organizations in the United States. See

Part IV, line 21

56.114.235.

56.114.235.

2

Grants and other assistance to ind1v1duals n

he United States See Part IV, line 22

3

Grants and other assistance to governments,

rganizations, and ind1v1dualsoutside the

United States See Part IV, lines 15 and 16

4

Benefits paid to or for members

5

Compensation of current officers, directors,

trustees, and key employees

6

Compensation not included above, to

d1squahf1edpersons (as defined under

section 4958(f)(l)) and persons described

1n section 4958(c)(3)(8)

7

Other salaries and wages

8

Pension plan accruals and 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

2 875. 2 875.

0.

c Accounting

13 820.

0.

13 820.

d Lobbying

e Professionalundraismgervices. eePart V, ine 17

f Investment management fees

101 668. 101 668.

0.

g Other If line lg amtexceeds0 of line 25,col-

umn A) amt,hst ine 1 g expensesn Sch0)

12

Advert1s1ngand 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 off1c1als

19 Conferences, conventions, and meetings

20

Interest

21 Payments to aff1l1ates

22

Deprec1at1on,depletion, and amort1zat1on

.

23

Insurance

8.400.

o.

8 400.

24 Other expenses. Itemize expenses not

covered above

(List miscellaneous expenses

in hne 24e. If line 24e amount exceeds 10

of line 25, column (A) amount, list line 24e

expenses on Schedule 0.)

a

Taxes _________________

61. 731. 0.

61. 731.

b

Admin_services __________

710.959. 710.959. 0.

c

Reg_istration fees ________ 2 290.

o.

2.290.

d Bank fees ______________

491.

o.

491.

e All other expenses

534.

o.

534.

25

Total functionalexpensesAdd mes1 through 4e

57.017.003. 56.929.737.

87.266.

26 oint

costs. Complete this line only 1f

the organization reported in column (8)

Joint costs from a combined educational

campaign and fundra1sing sohc1tat1on.

Check here ._ D

1f ollowing

SOP 98-2 (ASC 958-720)

BAA

TEEA0110 1211s112

Form

990

(



Form

990 (2012)

Donors

Capital

Fund,

Inc

54 1934032

p

a

IPart X

IBalance Sheet

Check 1f Schedule O contains a response to any question 1n his Part X

(A) (B)

Beginning of year End of year

1

Cash - non-interest-bearing

1

2

Savings and temporary cash investments

9,524,416.

2

21,576,020.

3

Pledges and grants receivable, net

3

4 Accounts receivable, net

4

5

Loans and other receivables from current and former officers, directors,

rustees, keih emP.lo(ees, and highest compensated employees. Complete

Part II of Sc edule .

5

6

Loans and other receivables from other d1squahf1edpersons (as defined under

ection 4958(f)(l )), persons described in section 4958(c)(3)(8), and contributing

employers and sponsoring organizations of section 501 (c)(9) voluntary employees

benef1c1aryorganizations (see instructions). Complete Part II of Schedule L

6

A

7

Notes and loans receivable, net

7

s

8

Inventories for sale or use

8

T

9

Prepaid expenses and deferred charges

9

lOa Land, buildings, and equipment· cost or other basis.

I ··I

omplete Part VI of Schedule D

b Less accumulated deprec1at1on

lOc

Ob

11

Investments - publicly traded securities

23.728.345.

11

13.016.736

12

Investments - other securities. See Part IV, line 11

12

13

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

13

14

Intangible assets

14

15

Other assets See Part IV, line 11

2.418.299.

15

2.118. 6

16

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

35. 671. 060.

16

36. 711. 4

17

Accounts payable and accrued expenses

25 000.

17

25.00

18

Grants payable

18

19

Deferred revenue

19

L

20

Tax-exempt bond l1ab1l1t1es

20

I

21

Escrow or custodial account hab1l1ty.Complete Part IV of Schedule D

21

B

22

Loans and other payables to current and former officers, directors, trustees,

L

key employees, highest compensated employees, and d1squahf1edpersons.

I

Complete Part II of Schedule L

22

T

I

23

Secured mortgages and notes payable to unrelated third parties

23

E

s

24

Unsecured notes and loans payable to unrelated third parties

24

25

Other l1ab1ht1esincluding federal income tax, payables to related third parties,

and other hab1l1t1es ot included on lines 17-24). Complete Part X of Schedule D

79.329.

25

261. 5

26

Total liabilities. Add lines 17 through 25

104.329.

26

286.51

N

Organizations that follow SFAS 117 (ASC 958 , check here • [land complete

T

lines

27

through

29,

and lines

33

and 34.

A

27

Unrestricted net assets

35

566.731.

27

36.424.892

28

Temporarily restricted net assets

28

T

Permanently restricted net assets

29

29

0

Organizations that do not follow SFAS 117 (ASC 958 , check here • 0

R

F

and complete lines 30 through 34.

u

N

30

Capital stock or trust principal, or current funds

30

D

B 31

Pa1d-1nor capital surplus, or land, building, or equipment fund

31

A

L

32

Retained earnings, endowment, accumulated income, or other funds

32

A

N

33

Total net assets or fund balances

35.566.731.

33

36

424.89

E

34

Total l1ab1l1t1esnd net assets/fund balances

35.671.060.

34

36 711. 4

BAA

Form 990 (

TEEAOll 1 01/03/13



Form990

(2012) Donors

Ca ital

Fund Inc 54-1934032

IP.aiD~I•Reconciliation of Net Assets

Check 1f Schedule O contains a response to any question 1n his Part XI

1

Total revenue (must equal Part VIII, column (A), hne 12)

1

2

Total expenses (must equal Part IX, column (A), line 25)

2

3

Revenue less expenses. Subtract line 2 from hne 1 3

4

Net assets or fund balances at beginning of year (must equal Part X, hne 33, column (A))

4

5

Net unrealized gains (losses) on investments

5

6

Donated services and use of fac1ht1es

6

7

Investment expenses 7

8

Prior period adJustments

8

9

Other changes in net assets or fund balances (explain 1n Schedule 0)

9

10

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,

column (B))

10

IIRffl}). :1111inancial Statements and Reporting

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

1 Accounting method used to prepare the Form 990. Cash []Accrual

Oother

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

1nSchedule 0.

2

a

Were the organization s f1nanc1alstatements compiled or reviewed by an independent accountant?

If Yes, check a box below to indicate whether the financial statements for the year were compiled or reviewed on a

separate basis, consolidated basis, or both:

O Separate basis Oconsohdated basis Osoth consolidated and separate basis

b Were the organization s f1nanc1alstatements audited by an independent accountant?

If Yes, check a box below to indicate whether the financial statements for the year were audited on a separate

basis, consolidated basis, or both

O

Separate basis [] Consol 1dated basis O Both consol 1dated and separate basis

c If Yes to hne 2a or 2b, does the organization have a committee that assumes respons1b1hty or oversight of the audit,

review, or comp1lat1onof its f1nanc1alstatements and selection of an independent accountant?

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

1n Schedule O

3 a

As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1n he Single

Audit Act and OMB Circular A- 133?

Pa

56. 760.141

57.017.003.

-256.862.

35. 566. 7

973.526

141. 4

36.424.892.

3a

b If Yes, did the organization undergo the required audit or audits? If the organization did not undergo the required audit

or audits, explain wh in Schedule O and describe an steps taken to undergo such audits 3 b

BAA

Form

990

(

TEEAOl 12 08/09/11



SCHEDULE A

(Form 990 or 990-EZ)

Department of the Treasury

Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(cX3) organization or a section

4947(aX1) nonexempt charitable trust.

... Attach to Form 990 or Form 990-EZ .... See separate instructions.

OMB No 1545-004

2 12

Open to Publi

Inspection

Name of the organization I mployer odentificabon number

Donors Caoital Fund, Inc 54-1934032

IPart I IReason for Public Charity Status (All orqanizations must complete this part.) See instructions.

The organization rs not a private foundation because rt rs: (For lines 1 through 11, check only one box.)

1 ~A church, convention of churches or assoc1at1on of churches described 1n section 170(b)(1XAXi).

2 A school described ,n section 170(bX1XAXii). (Attach Schedule E.)

3 A hospital or a cooperative hospital service organization described in section 170(bX1XAXiii).

4 A medical research organization operated in con1unct1on with a hospital described ,n section 170(b)(1XAXiii) Enter the hospital's

name, city, and state:

5 D An orgarnzat,on operated for the benefit of a college or university owned or operated by a governmental urnt described in section

170(bX1XAXiv). (Complete Part II)

6 BA federal, state, or local government or governmental unit described in section 170(bX1XAXv).

7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public describ

,n section 170(bX1XAXvi). (Complete Part II.)

8 DA community trust described in section 170(bX1XAXvi). (Complete Part II.)

9 D An organization that normally receives (1) more than 33-1 3 of its support from contnbut1ons,membership fees, and gross receipts from activ

related to its exempt functions - sub1ect o certain exceptions, and (2) no more than 33-1 /3 of its support from gross investment income

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

(Complete Part Ill.)

10 An organization organized and operated exclusively to test for public safety. See section 509(aX4).

11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more pub

supported organizations described 1nsection 509(a)(l) or section 509(a)(2). See section 509(aX3). Check the box that describes the typ

supporting organization and complete lines 11e through 11h

(A)

(B)

(C)

D)

(E)

a ~Type I b 0Type II c O ype Ill - Functionally integrated d O Type Ill - Non-functionally integra

e By checking this box, I certify that the organization rs not controlled directly or indirectly by one or more d1squal1f1ed ersons

other than foundation managers and other than one or more publicly supported organizations described 1n section 509(a)(l) or

section 509(a)(2).

If the organization received a written determ1nat1on from the IRS that rs a Type I, Type II or Type Ill supporting orgarnzat,on,

check this box

g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?

(i)

A person who directly or indirectly controls, either alone or together with persons described in (11)and (111)

below, the governing body of the supported organization?

(ii) A family member of a person described in (1) above?

(iii)

A 35 controlled entity of a person described in (1) or (11)above?

h Provide the following information about the supported organizat,on(s).

11 g (i)

11 g (ii)

11 g

(ioi)

Yes

(1) Name of supported (ii)EIN

111)

Type of or9arnzat1on (iv) Is the (v) Did you notify (vi) Is the (vu) Amount of mon

orgarnzation

(described on mes

1-9

orgarnzatron in

he orgarnzat1on in orgamzat1on in

support

above or IRC section

column

1)

listed

in

column (i) of rour

column (i)

(see instructions))

your goverrn ng

support organized in the

document'

US'

Yes

No Yes No Yes No

See continuation pages

Total

56,114,235

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

Schedule A (Form 990 or 990-EZ)

TEEA0401 08/09/12



Donors Capital Fund, Inc 54-1934032

Sch A, Line 11(h) (continued)

(1) Name of supported

(u)EIN

(111)ype of organization

(1v) s the

(v) Did you nobly (v1) s the

(vu) Amount of support

organization (descnbed on lines 1-9 organization on the organization on

organization on

above or IRC sectJon (see column (I) hsted on column (I) of your column (I)

Instructions)) your governing suport? organized on he

doucmnet? US?

Yes

No

Yes No

Yes

No

Jud1c1alEducation Pro1ect

20-2466871

9

x

x

x 530,000

Montana Pohcy lnstrtute

20-2591461

9

x

x

x 233,496

Moving Picture Institute

20-3237801

9

x

x

x 80,000

Center for Competitive Poht,cs

20-3676886

9 x

x

x

500,000

Center for Union Facts

20-4036946 9

x

x

x

19,000

Mastery Charter Schools Foundation

20-5593485 9

x

x

x

1,500,000

Clanon Fund

20-5845679 9 x x

x

125,000

Pubhc Pohcy Foundation of West

Virginia

20-5955827 9 x x

x

33,800

National Organization for Mamage

Education Fund 20-7472471

9

x x x

125,000

Lucy Bums Institute 20-8036372 9

x

x

x

900,000

Platte Institute for Economic Research

20-8809060 9 x x

x

25,000

North Dakota Pohcv Council 20-8862761 9

x x

x 15,000

Salvation Army

22-2406433 9 x x

x 5,000

Avn Rand Institute 22-2570926 9

x x x

325,000

Pioneer Institute for Pubhc Pohcy

Research 22-2632081 9

x

x

x 55,000

Josiah Bartlett Center for Pubhc Pohcy

22-3235650 9

x x x

110,000

Foundation for Jewish Camoona. Inc

22-3551013 9

x

x

x 5,000,000

Partners Rehef and Development 22-3786806

9 x x x

10,000

Maine Heritage Pohcy Center 22-3888250 9

x

x

x

110,000

Commonwealth Foundation for Pubhc

Pohcv Altemat,ve

23-2473845 9 x x

x 106,000

Yauna Amenca s Foundation 23-7042029

9

x x x

60,000

Kansas Pohcv Institute

23-7047821 9

x x x

40,000

Westchester Community College

Foundation

23-7050397 9 x x

x 125,000

Greater Houston Community

Foundation

23-7160400 9

x x x

25,000

Hentaae Foundation

23-7327730 9

x

x

x

40,000

Cato Institute

23-7432162 9 x x

x

90,000

Schedule A, L 11(h) (Form 990 or 990-EZ) 2




Sch A, Line 11 h) (continued)

(1)Name of supported

(u)EIN

(111)ype of organizabon

(1v) s the (v) Did you nobly (v1) s the (vu) Amount of support

organization

(descnbed on Imes 1-9

organization in

the organization ,n organization m

above or I RC secbon ( see

column (i) listed ,n column (I) of your column(I)

Instructions))

your governing

suport?

organized ,n the

doucmnet?

US?

Yes No

Yes No Yes

No

Middle East Forum 23-7749796

9

x x x

460,000

Lincoln Institute of Public Opinion

Research 25-1704705

9

x x x

20,000

Education Action Group Foundabon 26-0677115

9

x x x 50,000

Llbertv Foundation of Oklahoma 26-1105474

9 x x

x

190,000

Small Business HI Entrepr Edu Fdn 26-1210792

9

x

x

x

200,000

Imagination Productions 26-1264660

9

x

x

x

125,000

Amencan Ma1ontv 26-1501154

9

x

x

x

1,633,500

Greenhouse Solutions 26-1543659 9 x x x 10,000

Hlllander School Endowment Inc. The

26-1616195

9

x x x

10,000

Pelican lnsbtute for Public Polley

26-1704791

9 x

x x

90,000

Texas WatchdOQ

26-3057133 9 x x x 101,500

Idaho Freedom Foundation

26-3763046

9 x x x 150,000

Franklin Center 26-4066298 9

x x x

6,807,631

Enel" lv & Environment Legal Institute

26-4239065

9

x x

x

50,000

Amencan Pnnc1ples ProJect

26-4442148

9

x x x

25,000

Advance Arkansas Institute

27-0271657

9 x x x 107,000

Common Sense lnsbtute 27-0643638

9

x x x 66,500

MarylandReporter com, Inc

27-0853887

9

x x x

80,000

M1ssoun News Honzon

27-0992279

9

x x x

100,000

TNReport com News Service, Inc 27-1188570 9 x x x 75,000

State Budget Solutions

27-1501919

9

x x x

1, 150,000

Shane v,ctonno Foundation

27-1892740

9 x x

x

50,000

Student Free Press Assoc,abon

27-2277658 9 x x x 100,000

Pro1ectVentas

27-2894856 9

x x x

105,000

Ph1ladelph1aSchool Partnership

27-3097212

9

x

x x

1,456,250

Spark Freedom

27-4627443 9

x x x

120,000

Schedule A, L 11(h) (Fonn 990 or 990-EZ) 2






(11)EIN

(111)

ype of organization

(1v) s the

(v) Did you notify (v1) s the (vu) Amount of support

organization


orgamzat,on m the orgamzat1on m orgamzat,on 1n

above or IRC section (see column (I) listed m column (1) of your

column(I)

Instructions))

your governing suport?

organized ,n the

doucmnet?

US?

Yes

No Yes No Yes No

Schwab Chantable Gift Fund 31-1640316

9

x x x

500,000

Mastermed1a 33-0104548

9 x

x x 1,200

One Nabon Under God Foundation 35-2176192

9 x x x

38,000

U mver.;1tyof Chicago 36-2177139

2 x x x 50,000

Federalist Soc,etv 36-3235550 9 x x x 167,000

Heartland Institute 36-3309812 9 x x x 1,000,000

Family Taxpayers Foundation 36-3895370 9 x x x 50,000

lll1no1sTaxpayer Education Foundation 36-3955081 9 x x

x

84,000

Freedom Foundation of MN 36-4592698 9

x x x

114,000

Northwood Umver.;1ty 38-1624684 2 x x x 1,000

Mackinac Center for Public Polley 38-2701547 9 x x x 474,000

Acton Inst,tute 38-2926822 9 x x x 624,000

llhno,s Polley Institute

41-2057028

9 x x

x

156,000

Kanakuk M,mstnes

43-1815310 1 x x x 5,200

Foundation for Government

Accountab,htv 45-2637507 9 x x x 213,500

Rhode Island Center for Freedom and

Prospenty 45-2805369

9 x x

x 244,175

8111f R1ahts nstitute

48-0891418

9 x x

x

20,000

Leadership Institute 51-0235174

9

x x x 50,000

Polwarth M,mstnes 51-0558527 9 x x x 2,000

Amencan Leg1slat1veExchange

Council 52-0140979 9 x x

x 42,500

Center for Independent ThouQht 52-0945376 9 x

x x

140,000

Washington Legal Foundation

52-1071570 9 x x x 40,000

National Center for Public Polley

Research, Inc

52-1226614 9 x x

x

40,000

Institute on Reha1on Democracy

52-1265221 9

x x x

225,000

Business Executives for National

Secuntv (BENS) 52-1271179

9 x x x 5,000

Capital Research Center

52-1289734

9 x x

x

40,000

Schedule A, L 11(h) (Fom, 990 or 990-EZ) 2




Sch A, Lme 11(h) (continued)

(1) Name of supported

(11)EIN

(111)

ype of organ,zabon

(IV) Is the (v) Did you notify (v1) s the

(vu) Amount of support

organization


organization ,n the organization ,n

organization ,n

above or IRC section (see

column (I) listed ,n column (I) of your

column(i)

Instructions))

your governing

suport? organized in the

doucmnet? US?

Yes No

Yes

No Yes No

Compet1bve Enteronse lnsbtute

52-1351785

9

x x

x

100,000

Yankee lnsbtute

52-1358144

9

x x

x 60,000

Free To Choose Network, Inc

52-1455677

9

x x x

554,775

US English Foundabon 52-1524976

9

x x x 25,000

Freedom Works Foundabon

52-1526916

9

x x x

560,000

Amencans for Prosoentv Foundation 52-1527294 9 x x

x 85,000

Center for lnd1v1dualRights

52-1600481 9

x x x

190,000

lnsbtute for Jusbce

52-1744337 9

x x

x 190,000

National Legal Pohcv Center

52-1750188 9 x x

x 40,000

Families Against Mandatory Minimums

Foundation

52-1750246 9 x

x

x 10,000

First Book

52-1779606 9

x x x

5,000

Center for Education Reform 52-1847187 9 x

x x

60.000

Amencan Councll of Trustees and

Alumni

52-1870003 9 x x x

900,000

Amenca's Future Foundabon

52-1928321 9 x

x x 60,000

Amencans for L1m1tedGovernment

Research Foundation 52-2020468 9

x x

x

2,000,000

Donors Trust

52-2166327 9

x x

x

2, 110,000

Maryland Public Polley Institute 52-2199055 9

x x x 75,000

Georaetown Univers1tv

53-0196603 2 x x

x 50,000

American Enteronse Institute 53-0218495 9

x x x 1,340,000

Mercatus Center, GMU

54-1436224 2

x x x

170,000

GMU Foundation

54-1603842 9 x x

x

500,000

lndecendent Women's Forum

54-1670627 9

x

x x 1,640,000

Clare Boothe Luce Polley lnsbMe

54-1672138 9

x x x

40,000

God's World Pubhcat1ons, nc

56-0538016 9

x x

x

40,000

John Locke Foundabon

56-1656943 9 x x

x 87,500

South Carolina Pohcv Councll

57-0835744

9

x x x

430,000

Schedule A, L 11(h) (Form 990 or 990-EZ) 2




Sch A, Line 11 h) (continued)


(n)EIN

(111)

ype of organization (1v) s the

(v) Did you notify (v1) s the (vu) Amount of support

organizabon


organization in the organization in organization in

above or IRC section (see column (I) listed 1n

column

(I)

of your column (I)

Instructions))

your governing

suport?

organized in the

doucmnet?

US?

Yes No

Yes

No Yes No

State Polley Network

57-0952531

9

x

x

x

2,925,413

Public Service Research Foundation 58-1442675

9

x x x 40,000

Georgia Family Education and

Research Council 58-1928520

9

x x x

40,000

Georgia Public Polley Foundation

58-1943161

9

x x

x

15,000

National Right to Work Legal Defense

Foundation, Inc 59-1588825

9

x

x

x 20,000

James Madison Institute for Public

Pohcv 59-2811908

9

x

x

x 303,500

Alabama Pohcv Institute 63-0809568

9

x x

x 97,000

M1ss1ss1pp1enter for Public Polley 64-0797905 9

x x x

68,500

Adventures in M1ss1ons 65-0133113 9

x x x

500

Youth Conference M1nistnes

71-0941809

9

x

x

x 5,200

Oklahoma Council of Public Affairs 73-1436375 9

x x x

79.000

Secuntv Research Associates, Inc 74-2209420 9

x

x

x

35,000

Texas Public Polley Foundation 74-2524057 9

x x x

67,347

Tnnity School of Midland Texas 75-0995808 9

x

x

x 5,000

Midland - Odessa Symphony

Chorale

75-1301544

9

x x x

5,125

National Center for Polley Analysis 75-1804932 9

x x x

10,000

East-West M1nistnes International 75-2486132

9

x

x

x 2,400

Watermark Communitv Church 75-2830999 1

x

x

x

300

Teen F LOW Youth M1nistnes 75-2899609

1

x

x

x 1,200

M1dlanctCommunity Theatre

75-6003774 9

x x x

1,200

Stewards of the Range, Inc 82-0472269 9

x x x

10,000

YounQ Life

84-0385934 9

x

x

x 15,250

Mountain States Leoal Foundation

84-0736725 9

x x x

40,000

Independence Institute

84-0990300 9

x x x

154,000

Rio Grande Foundabon

85-0468446 9

x

x

x 135,000

Goldwater lnsbtute

86-0597661

9

x x x

127,000

Schedule A, L 11 h) (Form 990 or 990-EZ) 2






(n)EIN

(111)ype of organ,zatoon

(ov) s the (v) Dodyou nobly

(vo) s the

(vn) Amount of support

organozabon

(descnbed on Imes 1-9 organozabon on the organozabon on

organozabon on

above or IRC sec Jon (see

column (I) listed on column (I) of your

column (I)

Instructions))

your govem,ng

suport?

organized on he

doucmnet?

US?

Yes

No

Yes

No Yes

No

Sutherland lnsbtute

87-0531727

9

x x

x

60,000

Nevada Polley Research Institute

88-0276314

9

x x

x

95,000

Washington Pohcv Center 91-1752769

9

x x x

52,000

Habitat for Humanotv ntemat,onal

91-1914868

9

x x x

500

Cascade Polley Institute 93-1045925

9

x

x

x 15,000

Institute for Humane Studies 94-1623852

9

x x

x

530,374

Pacific Legal Foundation 94-2197343 9 x x x 50,000

Pacific Research Institute for Public

Pohey 94-2528433 9

x x x

202,000

Atlas Economic Research Foundation 94-2763845 9 x x x 165,000

Freedom Foundation

94-3136961

9 x

x x

178,500

Students for Lobertv

94-3435899 9 x x x 100,000

Focus on the Family

95-3188150

9

x x

x

1,200

Reason Foundation 95-3298239 9

x x x

217,866

Claremont Institute 95-3443202 9 x x

x

38,000

David Horowitz Freedom Center 95-4194642

9

x

x x 100,000

Campus Crusade for Chnst 95-6006173 9

x x x

3,000

Asian Access

95-6120630

9

x

x x

600

Schedule A, L 11 h) (Form 990 or 990-EZ) 2



Schedule A (Form 990 or 990-EZ) 2012 Donors Ca ital Fund, Inc 54-1934032

P

Part II Support Schedule for Organizations Described in Sections 170(bX1XAXiv) and 170(bX1XA)(vi)

(Complete only 1f you checked the box on line 5, 7, or 8 of Part I or 1f he organization failed to qualify under Part Ill. If the

organization fails to qualify under the tests listed below, please complete Part Ill.)

S f A P bl S rt

c1on

.

u

IC

uppo

Calendar year (or fiscal year

beginning in) ....

(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012

1

Gifts,grants, ontributions,nd

membershipees eceived Do not

include ny unusual rants.)

2 Tax revenues levied for the

organization's benefit and

either paid to or expended

on its behalf

3 The value of services or

fac1l1t1es urnished by a

governmental unit to the

organization without charge

4 Total. Add lines 1 through 3

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)

6

Public support. Subtract line 5

from line 4

St' BTtlS rtc1on oa

UDDO

Calendar year (or fiscal year

(a) 2008 (b) 2009 (c) 2010 (d) 2011

(e) 2012

beginning in) ....

7

Amounts from line 4

8

Gross income from interest,

d1v1dends, payments received

on securities loans, rents,

royalties and income from

s1m1larsources

9

Net income from unrelated

business act1v1t1es,whether or

not the business 1s regularly

earned on

10 Other income. Do not include

gain or loss from the sale of

capital assets (Explain in

Part IV)

11

Total support. Add Imes 7

through 10

12

Gross receipts from related activ1t1es, etc (see instructions)

I 12

13 First five years. If the Form 990 1s or the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

organization, check this box and stop here

Section C. Com utation of Public Su ort Percenta e

14 Public support percentage for 2012 (line 6, column

(f)

d1v1dedby line 11, column

(f))

15 Public support percentage from 2011 Schedule A, Part II, line 14

14

15

(f)

Total

(f)

Total

16a 33-1/3% support test - 2012. If the organization did not check the box on line 13, and the line 14 1s 33- 1/3% or more, check this box

and stop here. The organization qual1f1es as a publicly supported organization

b 33-1/3% support test - 2011. If the organization did not check a box on line 13 or 16a, and line 15 1s 33- 1 3% or more, check this box

and stop here. The organization qualifies as a publicly supported organization

17 a 10%-facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 1s 10%

or more, and 1f he 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

b 10%-facts-and-circumstances test - 2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s 10%

or more, and 1f he organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain 1n Part IV how the

organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported 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)

TEEA0402 08109112



Schedule

A

(Form 990 or 990-EZ) 2012

Donors Ca ital Fund, Inc 54-1934032

P

Part III

I

Support Schedule for Organizations Described in Section 509(a)(2)

(Complete only 1f you checked the box on line 9 of Part I or 1f he organization failed to qualify under Part II. If the organization f

to qualify under the tests listed below, please complete Part II.)

S A P bl S rtction u IC

UDDO

Calendar ear (or fiscal yr beginning n) ....

(a) 2008 (b) 2009

(c) 2010

(d) 2011 (e) 2012

1

Gifts, grants, contnbut1ons

and membership fees

received. (Do not include

any 'unusual grants.')

2

Gross receipts from adm1s-

s1ons, merchandise sold or

services performed, or fac1l1t1es

furnished in any activity that 1s

related to the organization's

tax-exempt purpose

3

Gross receipts from act1v1t1es

that are not an unrelated trade

or business under section 513

4

Tax revenues levied for the

organization's benefit and

either paid to or expended on

its behalf

5

The value of services or

facilities furnished by a

governmental unit to the

organization without charge

6

Total. Add Imes 1 through 5

7 a Amounts included on lines 1,

2, and 3 received from

d1squalif1ed persons

b Amounts included on Imes 2

and 3 received from other than

d1squalif1ed persons that

exceed the greater of $5,000 or

1% of the amount on line 13

for the year

c Add lines 7a and 7b

8

Public support (Subtract line

7c from line 6.)

s

f

c ion . oa

T t IS

UPPO

rt

Calendar ear or fiscal yr beginning n) ....

(a) 2008 (b) 2009

(c) 2010

(d) 2011 (e) 2012

9

Amounts from line 6

10 a Gross income from interest,

d1v1dends,payments received

on secunt1es loans, rents,

royalties and income from

s1m1larsources

b Unrelated business taxable

income (less section 511

taxes) from businesses

acquired after June 30, 1975

c Add lines 1Oa and 1Ob

11

Net ncomerom unrelated usiness

act1v1tiesot ncludedm line Ob,

whether r not he business s

regularly arned n

12 Other income. Do not include

gain or loss from the sale of

capital assets (Explain 1n

Part IV)

13 Total

SU

pport.

(Add Ins 9, 1Oc, 11, and 12 )

14 First five years. If the Form 990 1s or 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 2012 (line 8, column

f)


f))

16 Public support percentage from 2011 Schedule A, Part Ill, line 15

Section D. Com utation of Investment Income Percenta e

17 Investment income percentage for 2012 (line lOc, column

f)


f))

18 Investment income percentage from 2011 Schedule A, Part Ill, line 17

15

16

17

18

f)

Total

f)

Total

19a 33-1/3% support tests - 2012. 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- l /3%, check this box and stop here. The organization qualifies as a publicly supported organization

b 33-1/3% support tests - 2011. If the organization did not check a box on line 14 or line 19a, and line 16 1s more than 33-1 /3%, and

line 18 1s not more than 33-1/3%, check this box and stop here. The organization qual1f1esas a publicly supported organization

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

BAA TEEA0403 08/09112 Schedule A (Form 990 or 990-EZ



Schedule A Form 990 or 990-EZ) 2012

Donors Ca ital Fund Inc 54-1934032

P

1Bffl11 7,II

upplemental Information.

Complete this part to provide the explanations required by Part II, line 10;

Part II, line 17a or 17b; and Part Ill, line 12. Also complete this part for any add1t1onal nformation.

See instructions).

BAA

Schedule Form 990 or 990-EZ)

TEEA0404 08/10112



SCHEDULED

(Form 990)

Department

of

the Treasury


Supplemental Financial Statements

• Complete if the organization answered 'Yes,' to Form 990,

Part IV, lines 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.

• Attach to Form 990. • See separate instructions.

OMS

No

1545-00

2 12

Open

o)~ubli

, nspection~'

Name of the organizabon

Employer 1dent11icabon number


Pan 1.::..,.Jrganizations 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

1

Total number at end of year

16.

2

Aggregate contributions to (during year)

55,254,703.

3

Aggregate grants from (during year)

56,114,235.

4

Aggregate value at end of year

36,269,849.

5 Did the organization inform all donors and donor advisors 1n writing that the assets held in donor advised funds

are the organization's property, subject to the organization's exclusive legal control?

[]Yes

6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only

for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring

1mperm1ss1bleprivate benefit? []Yes O N

Part II IConservation Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

§

reservation of land for public use (e.g., recreation or education) 0Preservat1on of an historically important land area

Protection of natural habitat OPreservation of a cert1f1edhistoric structure

Preservation of open space

2 Complete lines 2a through 2d 1f he organization held a qual1f1edconservation contribution in the form of a conservation easement on

last day of the tax year.

a Total number of conservation easements

b Total acreage restricted by conservation easements

c Number of conservation easements on a cert1f1edhistoric structure included in (a)

d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic

structure listed in the National Register

Held at the End of the Tax Y

2a

2b

2c

2d

3 Number of conservation easements mod1f1ed, ransferred, released, ext1ngu1shed, or terminated by the organization during the

tax year • ______ _

4 Number of states where property subject to conservation easement 1s ocated •

5

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of v1olat1ons,

and enforcement of the conservation easements 1t holds? 0Yes

6 Staff and volunteer hours devoted to monitoring, 1nspect1ng, and enforcing conservation easements during the year

7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year

· ~ ~ ~ ~ ~ ~ ~

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

and section 170(h)(4)(8)(11)? 0Yes

9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet

include, 1f applicable, the text of the footnote to the organization's f1nanc1alstatements that describes the organization's accounting fo

conservation easements

Part III IOrganizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete 1f he organization answered 'Yes' to Form 990, Part IV, line 8.

1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works

art, historical treasures, or other s1m1larassets held for public exh1b1t1on, ducation, or research in furtherance of public service, prov

in Part XIII, the text of the footnote to its f1nanc1alstatements that describes these items.

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report 1n ts revenue statement and balance sheet works of a

historical treasures, or other s1m1larassets held for public exh1b1t1on, ducation, or research 1n urtherance of public service, provide

following amounts relating to these items

{i) Revenues included 1n Form 990, Part VIII, line 1

{ii) Assets included 1n Form 990, Part X

....

...

---------

---------

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following

amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

a Revenues included in Form 990, Part VIII, line 1 .,.

________

b Assets included in Form 990, Part X .,.

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

TEEA3301 09118/12 Schedule D (Form 990



Schedule D (Form 990) 2012 Donors Ca ital Fund Inc 54-1934032 Pa

Part Ill

I

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets

continued

3 Using the organization's acqu1s1t1on, ccession, and other records, check any of the following that are a s1gnif1cant use of its collection

items (check all that apply):

a §ublic exh1b1t1on

b Scholarly research

c Preservation for future generations

d

D

Loan or exchange programs

e 00ther

4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose 1n

Part XIII

5 During the year, did the organization solicit or receive donations of art, historical treasures, or other s1m1larassets D

to be sold to raise funds rather than to be ma1nta1ned as part of the organization's collection? Yes

Part IV Escrow and Custodial Arrangements.Complete 1f he organization answered 'Yes' to Form 990, Part IV, line 9,

reported an amount on Form 990, Part X line 21.

1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included

on Form 990, Part X? . DYes

b If 'Yes,' explain the arrangement in Part XIII and complete the following table:

c Beginning balance

d Add1t1onsduring the year

e D1stribut1ons

during the year

f Ending balance

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

Amount

1

c

ld

le

1f

LJ es

b If 'Yes,' explain the arrangement in Part XIII. Check here 1f he explant1on has been provided 1n Part XIII

~No

IP

tV

ii

E dn owmen tF d Cn s.

I

t 'f thmo e e

I

e onJaniza ion answere d 'Y 't Fs

0

orm 990 P

t

IV Iar

,

1ne

(a) Current

(b) Prior year

(c)Two years (d) Three years

1 a Beginning of year balance

35,566,731. 31,734,450.

55,375,240.

55,286,390.

b Contributions

55,254,703.

60,622,937. 14,575,630. 56,570,167.

c Net investment earnings, gains,

2,478,964. 497,225.

nd losses

3,761,905.

3,917,740.

d Grants or scholarships

56,114,235. 56,612,510. 41,100,998.

59,778,237.

e Other expenditures for fac1l1t1es

205,355.

12,686. 496,574.

nd programs

0.

f Adm1nistrat1ve expenses

710,959. 662,685. 380,753.

620,820.

g End of year balance

36,269,849.

35,566,731. 31,734,450. 55,375,240.

2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

a Board designated or quasi-endowment • 100. 00

b Permanent endowment •

O • OO

c Temporarily restricted endowment •

O.

00

The percentages in lines 2a, 2b, and 2c should equal 100 .

3 a Are there endowment funds not 1n he possession of the organization that are held and administered for the

organization by.

(i) unrelated organizations

(ii) related organizations

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

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

IPart VI

II

and Buildinas and Eauipment. See Form 990, Part X, line 10.

Description of property

(a) Cost or other basis (b) Cost or other

(investment) basis (other)

1 a Land

b Buildings

c Leasehold improvements

d Equipment

e Other

Total. Add lines 1a through 1e. Column d) must equal Form 990, Part X, column 8), /me 70 c))

(c) Accumulated

deprec1at1on

I

10

(e) Four years

94,469,464.

41, 649, 57

-9,422,190.

70,858,213.

552,242

55,286,390.

Yes

3a(i)

3a(ii)

3b

(d) Book valu

BAA

Schedule D (Form 990)

TEEA3302 06/07112



Shdl D(F

990) 2012

1

d

54 1934032

p

e u e

orm

Donors

Capita

Fun Inc

-

IPart VII I nvestments - Other Securities.

See Form 990, Part X, line 12.

(a) Description of security or category

(b) Book value (c) Method of valuation· Cost or

(including name of security)

end-of-year market value

(1) Financial derivatives

(2) Closely-held equity interests

(3) Other

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

i~--------------------------

(8) - - - - - - - - - - - - - - - - - - - - - - - - - -

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

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

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

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

~) __________________________

~)

__________________________

ro__________________________

Total. (Columnb) mustequalForm 90,PartX, column8) /me 12)

....

Part VIII

I

nvestments - Proqram Related. See Form 990, Part X, line 13.

(a) Description of investment type (b) Book value (c) Method of valuation: Cost or

end-of-year market value

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

Total. (Columnb) mustequalForm 90,PartX, column 8) me 13)

....

Part IX

IOther Assets. See Form 990 Part X line 15.

(a) Description

(b) Book value

(1) Investment

in

Caxton Select

LLC

1,339,964.

(2) Investment

in DCF LLC

778,688

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

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

....

2,118,652

IPart X IOther Liabilities. See Form 990 Part X line 25.

(a) Description of ltab11tty

(b) Book value

(1) Federal income taxes

(2) Amount

due Donors

Trust,

Inc. 110,755.

(3)

Price

adiustment on

sale

of stock

150, 761.

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

Total. (Columnb) mustequalForm 90,PartX, column8) /me25.)

....

261,516 •

2. FIN 48 (ASC740) Footnote n Part XIII, provide he text of the footnote o the organization'sinancial statements hat reports he organization'stab11ttyor uncertain tax pos

under FIN 48 (ASC740) Checkhere 1f he text of the footnotehas beenprovidedm Part XIII

BAA

TEEA3303 12/23/12

Schedule D (Form

990



Shdl D(F

990) 2012

1

d

54 1934032

p

e u e orm

Donors Capita

Fun Inc

-

Part XI

I

Reconciliation of Revenue per Audited Financial Statements With Revenue oer Return

1 Total revenue, gains, and other support per audited f1nanc1alstatements 1

57,733,667.

2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:

a Net unrealized gains on investments

2a

973,526.

b Donated services and use of fac1l1t1es

2b

c Recoveries of prior year grants

2c

d Other (Describe 1n Part XIII.)

2d

I-

e Add lines 2a through 2d

2e

973,52

3

Subtract line 2e from line 1

3

56,760,141.

4 Amounts included on Form 990, Part VIII, line 12, but not on line

1·

I ·I

Investment expenses not included on Form 990, Part VIII, line 7b

b Other (Describe in Part XIII.)

4b

I-

c Add lines 4a and 4b

4c

5

Total revenue. Add lines 3 and 4c.

This must equal Form 990, Part/, /me 12)

5

56,760,141

IPart XII

I

Reconciliation of Exoenses oer Audited Financial Statements With Exoenses oer Return

1

Total expenses and losses per audited f1nanc1alstatements

1

56,875,506

2

Amounts included on line 1 but not on Form 990, Part IX, line 25:

J

Donated services and use of fac11it1es

I

;:1

Prior year ad1ustments

c Other losses

d Other (Describe 1n Part XIII) 2d

e Add lines 2a through 2d 2e

3

Subtract line 2e from line 1

3

56,875,506

4

Amounts included on Form 990, Part IX, line 25, but not on line 1:

I

·I

J

Investment expenses not included on Form 990, Part VIII, line 7b

b Other (Describe 1n Part XIII) 4b

141,497.

c Add lines 4a and 4b 4c

141,49

5

Total expenses

Add lines 3 and 4c. This must equal Form 990, Part I, /me 18.)

5

57,017,003

I art xm Supplemental Information

Complete this part to provide the descriptions required for Part I I, lines 3, 5, and 9; Part Ill, lines la and 4; Part IV, lines lb and 2b; Part V

line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any add1t1onal 1nformat1on.

Pt XII Line 4b ___ Auditor correction to _p)= ior year grant ex:eense __________________

BAA

Schedule D (Form 990)

TEEA3304 11130/12



Schedu[e Form 990) 2012 Donors Ca ital Fund Inc

54-1934032

P

m}iml

Supp emental Information

continued)

BAA

TEEA3305 06/08/12

Schedule Form 990)



SCHEDULE I

(Form

990)



Name of the organ12at1on

Grants and Other Assistance to Organizations,

Governments, and Individuals in the United States

Complete if the organization answered 'Yes' to Form

990,

Part

IV,

ine

21

or

22.

• Attach to Form

990.

OMB No

2

~(ID~

Employer Identification numb

54-1934032

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' elig1b1l1tyor the grants or assistance, and

the selection criteria used to award the grants or assistance? . .

[ )Yes

2 Describe in Part IV the organization's procedures for monitoring the use of grant funds 1n he United States

lli~

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to

Form 990, Part IV, line

21

for any recipient that received more than $5,000. Part II can be duplicated 1f additional space 1s needed.

1

(a) Name and address of organization

or government

J11 See continuation :e a_g~s

_{~------------------

_{~------------------

_{~------------------

1~------------------

1~------------------

J71_________________ _

1~------------------

(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,

other)

(g) Description of

non-cash assistance

(h) Pu

or

2 Enter total number of section

501

c)(3) and government organizations listed in the line

1

table

3 Enter total number of other or_ganizat1onsisted 1n he line

1

table

•

•

BAA For Paperwork Reduction Act Notice, see the Instructions for Form

990.

TEEA3901 11130112

Schedule I (Form



Schedule (Form 990) (2012) Donors Ca ital Fund, Inc 54-1934032

IP.a'ritllll•

rants and Other Assistance to Individuals in the United States. Complete if the organization answered Yes to Form 990, Part IV, line

Part Ill can be duplicated 1f additional space 1s needed.

(a) Type of grant or assistance

(b) Number of (c) Amount of

(d) Amount of

(e) Method of valuation (book,

(I) Description of non-cash ass

rec1p1ents

cash grant non-cash assistance

FMV, appraisal, other)

1

2

3

4

5

6

7

/lemll~I

upplemental Information. Complete this part to provide the information required in Part I, line 2, Part Ill, column (b), and any other

add1t1onal1nformat1Qn.

Pt_I Line 2 ______ Each__ru:-ant is accompanied b_y_a letter stating that if_the_g_rant is accfil)ted __________________

Pt _I Line 2 ______ i t will_not_be used to benefit any di~~alified person or_for_lobbying. Al: __grants ____________

Pt_I Line 2 ______ are_made to_U.S._50l_{_G.)J3) _public charities._The O:r;:minization_relies u:g_on the-----------------

Pt_I Line 2 ______ the_oversi_ght _provided by United_States and individual states' rules and---------------------

Pt_I Line 2 ______ re_gulations_@_plicable to such charities. Grantees must agree_that g_rant funds ________________

Pt _I Line 2 ______ are_not_ to be used for lobb_yi:Qg_ or any_ ty:g_e of _p-0li ti cal acti vi t_y _________________________

BAA

Schedule I (Form

TEEA3902 1/02/ 3



SCHEDULE J

(Form 990)

Compensation Information

OMS No 1545-004



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

Compensated Employees

Complete if the organization answered Yes to Form 990, Part IV, line 23.

Attach to Form 990. See separate instructions.

2 12

Name of the orgamzat,on Employer identification number


54 1934032

Rantn

uestions Regarding Compensation

1

a Check the appropriate box(es) 1f he 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.

D

First-class or charter travel

D ravel for companions

D Tax indemnif1cat1on and gross-up payments

DDiscretionary spending account

D

Housing allowance or residence for personal use

DPayments for business use of personal residence

DHealth or social club dues or 1nit1at1onees

0Personal services (e.g., maid, chauffeur, chef)

b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or

reimbursement or prov1s1onof all of the expenses described above? If No, complete Part Ill to explain

2 Did the organization require substant1at1on prior to reimbursing or allowing expenses incurred by all officers, directors,

trustees, and the CEO/Executive Director, regarding the items checked in line 1a?

3 Indicate which, 1f any, of the following the f1l1ngorganization used to establish the compensation of the organization s

CEO/Executive Director Check all that apply. Do not check any boxes for methods used by a related organization to

establish compensation of the CEO/Executive Director, but explain in Part Ill.

D

Compensation committee

D ndependent compensation consultant

D Form 990 of other organizations

Owritten employment contract

DCompensation survey or study

DApproval by the board or compensation committee

4 During the year, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization

or a related organization:

a Receive a severance payment or change-of-control payment?

b Part1c1pate 1n, or receive payment from, a supplemental nonqualif1ed retirement plan?

c Part1c1pate n, or receive payment from, an equity-based compensation arrangement?

If Yes to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part Ill.

Only section 501(c)(3) and 501(c)(4) 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.

6 For persons listed in Form 990, Part VII, Section A. line la, did the organization pay or accrue any compensation

contingent on the net earnings of:

a The organization?

b Any related organization?

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

7 For persons listed 1n Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed

payments not described 1n ines 5 and 6? If Yes, describe in Part Ill

8 Were any amounts reported 1n Form 990, Part VII, paid or accrued pursuant to a contract that was subJect

to the in1t1alcontract exception described in Regulations section 53.4958-4(a)(3)?

If Yes, describe in Part Ill

9 If Yes to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations

section 53.4958-6(c)?

4a

4b

4c

Ill

7

8

9


Schedule J (Form 990)

TEEA4101 12/10112



SCHEDULE M

(Form 990)



Name of the organization

Noncash Contributions

• Complete if the or_ganizations answered Yes on

Form 990, Part IV, lines 29 or 30.

• Attach to Form 990.

OMS No 1545-004

2 12

Employer identificat,on number


54-1934032

1Ba lllypes of Property

(c)

(d)

a)

Check 1f

applicable

(b)

Number of

contributions or

,terns contributed

Noncash contribution

amounts reported

on Form 990,

Part VIII, line lg

Method of determining

noncash contribution am

Art - Works of art

2 Art - Historical treasures

3 Art - Fractional interests

4 Books and publ1cat1ons

5 Clothing and household goods

6 Cars and other vehicles

7 Boats and planes

8 Intellectual property

9 Securities - Publicly traded

x

1

10 284 703. Avera e value

1o Securities - Closely held stock

11 Securities - Partnership, LLC, or trust interests

12 Securities - Miscellaneous

13 Qual1f1edconservation contribution -

Historic structures

14 Qual1f1edconservation contribution - Other

15 Real estate - Res1dent1al

16 Real estate - Commercial

17 Real estate - Other

18 Collectibles

19 Food inventory

20 Drugs and medical supplies

21 Taxidermy

22 Historical artifacts

23 Sc1ent1f1c pecimens

24 Archeolog,cal artifacts

oo.~

L ______________ _

26 Other ( _______________ _

27 Other ( _______________ _

28 Other~ (

29 Number of Forms 8283 received by the organization during the tax year for contributions for which the

organization completed Form 8283, Part IV, Donee Acknowledgement ,__2_9___,________

30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that ,t must

hold for at least three years from the date of the in1t1alcontribution, 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 contribut1ons

7

32a Does the organization hire or use third parties or related organizations to sol1c1t,process, or sell

noncash contributions?

b If Yes, describe in Part II.

33 If the organization did not report an amount in column (c) for a type of property for which column (a) 1s checked,

describe in Part II

30a

---

1 X


Schedule M (Form 990)

TEEA4601 12/ 10/12



SCHEDULE O

(Form 990 or 990-EZ)



Name of the organization

Supplemental Information to Form 990 or 990 EZ

Complete to provide information for responses to specific questions on

Form 990 or 990-EZ or to provide any additional information.

Attach to Form 990 or 990-EZ.

OMB No 1545-004

2012

Open to Public

~_nspecti«?

Donors Capital Fund, Inc

I

Employer identification number

54-1934032

.. ?~

VI, Line llb __ ro_R :f_9_9_9_REVIEWED BY_PRESIDENT CFO PRIOR TO_FILING. _____________

Pt VI, Line llb __ IN ADDITION,_FORM 990 IS_DISTRIBUTED TO ALL BOARD MEMBERS ----------

Pt VI, Line llb - _AND OFFICERS_SHORTLY_AFTER FILING_FOR_THEIR REVIEW AND_ - - - - - - - - -

Pt VI, Line llb __ COMMENTS. IF_ANY_ISSUES ARE RAISED, APPROPRIATE------------------

Pt VI, Line llb __ REMEDIAL ACTION IS TAKEN, _INCLUDING FILING AN_AMENDED ____________

Pt VI, Line llb __ FORM_900_IF NECESSARY.-------------------------------------

Pt VI, Line llb __ The or.9}:lnization_:e_a_ys no_ compensation _________________________

Pt VI, Line 12c __ The organization requires all officers, directors, and key employees to comply with our Conflict of Inter

Pt VI, Line 12c __

policy. These individuals are prohibited from havi' ;I business dealings with companies affiliated

Pt VI, _Line 12c __ with, or act as m~or customers or su:epliers of, the organization. Transactions with officials

Pt VI, Line 12c __ the organization are adequately controlled and disclosed in the records, and such transactions o

Pt VI, Line 12c __ only in the normal course of business and are a:ep}'.'oved by the Board of Directors.

Pt VI, Line 19 ___ Not :e_ublicl_y_available. ------------------------------------

Pt XI __________ Line_S - _Unrealized c~ital loss -----------------------------

BAA For PaperworkReductionAct Notice,see he Instructions or Form990or 990-EZ.

TEEA4901 12/8/12

Schedule O (Form 990 or 990-EZ)



SCHEDULER

(Form 990)



Name of the orgamzat,on

Donors Caf)j.___talFund, Inc

Related Organizations and Unrelated Partnerships

Complete if the organization answered Yes to Form 990, Part IV, line 33, 34, 35, 36, or 37.

Attach to Form 990. See separate instructions.

/Part I dentification of Disregarded Entities (Complete 1f he organization answered Yes to Form 990, Part IV, line 33.)

OMB No 1

2 1

: /: ·~P~,:,1to

-, c.;:,lnsp,e

I

mployer 1dentification numb

54-1934032

w I

oo

I w I

w

I

oo

ame, address, and EIN (1f applicable) of disregarded entity Primary act1v1ty Legal dom1c1le state Total income End-of-year assets

or foreign country)

Direct c

e

1) DCF LLC _________________________ _

__ PO Box 1305 -----------------------

- -:~::andr~a, VA 22313 _______________

-,~~~=

aw

MO_

Donor_s Cap

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

3) - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - .

/ Parffl / dentification of Related Tax-Exempt Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34 because

one or more related tax-exempt organizations during the tax year.)

(a) (b) (c) (d) (e)

f)

Name, address, and EIN of related organization

Primary act1v1ty

Legal domicile (state

Exempt Code

Public chan~ status

Direct controlling

S

or foreign country) section (1f section 5 1 c)(3)) entity co

Y

12Donors Trust..1_Inc. ____________

_ _ 109 North_Henry Street _________

__ AlexandriaL VA 22314 __________

Grant making

52-2166327

oroanization MD

501 Cc)

3)

7

NIA

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

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

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

<~--------------------------

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

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

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

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

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


TEEA5001 12128/12

Schedule R (For



ScheduleR (Form 990) 2012 Donors Capital Fund, Inc 54-1934032

/IBa F.tJlll•/dentificationof RelatedOrganizations axable as a Partnership (Complete if the organization answered Yes to Form 990, Part IV, li

because it had one or more related organizations treated as a partnership during the tax year.)

a)

b)

c)

d)

e)

: f)

(g) h)

i)

(j)

Name, address, and EIN of Primary act1v1ty Legal Direct Predominantncome Share of total

Share of D1spropor-

Code V-UBI General or

related organization

domicile controlling (related, nrelated, income

end-of-year t1onate

amount 1nbox

managing

(state or

entity

excludedrom ax assets

allocations?

20

of Schedule

partner?

foreign under ections

K-1 (Form

country)

512-514)

Yes

No

1065)

Yes No

J1l _ - - - - - - - - - - - -

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

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

(2) -------------

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

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

J31 - - - - - - - - - - - -

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

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

/IB a F.tll~•Identificationof RelatedOrganizations axableas a Corporationor Trust (Complete 1f he organization answered Yes to Form 990, P

line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a)

b) (c) d)

e)

f)

g)

h)

Name, address, and EIN of related organization

Primary act1v1ty Legal dom1c1le Direct Type of entity Share of Share of end-of- Percentage

S

(state or foreign controlling

(C corp, S corp, total income

year assets

ownership co

country) entity or trust)

Y

0) ________________________

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

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

(2)

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

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

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

3)

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

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

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

BAA

TEEA5002 12/28/12

ScheduleR (Fo



Schedule R (Form 990) 2012 Donors Capital Fund, Inc 54-1934032

I

Part

VI

ransactions With Related Organizations (Complete if the organization answered Yes to Form 990, Part IV, line 34, 35b, or 36.)

Note. Complete line 1 1f any entity 1s isted 1n Parts II, Ill, or IV of this schedule.

1

During the tax year, did the organization engage 1n any of the following transactions with one or more related organizations listed 1n Parts II-IV?

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

1a

b Gift, grant, or capital contribution to related organizat1on(s)

1b

c Gift, grant, or capital contribution from related organizat1on(s)

1c

d Loans or loan guarantees to or for related organizat1on(s)

1 d

e Loans or loan guarantees by related organizat1on(s)

1e

f D1v1dends rom related organizat1on(s)

1f

g Sale of assets to related organization(s)

1g

h Purchase of assets from related organizat1on(s)

1h

i Exchange of assets with related organizat1on(s)

1 i

j

Lease of fac1ht1es,equipment, or other assets to related organizat1on(s)

1

c---------

k Lease of fac1l1t1es, quipment, or other assets from related organ1zat1on(s)

1k

I Performance of services or membership or fundra1s1ngsohc1tat1ons or related organizat1on(s)

11

m Performance of services or membership or fundra1s1ngsol1c1tat1ons y related organization(s)

1m

n Sharing of fac1ht1es,equipment, ma1l1ng ists, or other assets with related organizat1on(s)

1n

o Sharing of paid employees with related organizat1on(s)

1 0

--

p Reimbursement paid to related organization(s) for expenses

1p

q Reimbursement paid by related organizat1on(s) for expenses

1q

--

r Other transfer of cash or property to related organizat1on(s) 1 r

s Other transfer of cash or property from related organizat1on(s)

1 s

2 If the answer to any of the above 1s Yes, see the instructions for information on who must complete this line, 1nclud1ng overed relat1onsh1psand transaction thresholds.

(a) (b)

(c)

(

Name of other organization

Transaction Amount involved Method of

type (a·s)

amount

(1)N/A - no controlled organization as defined by RC 512(b) (13)

(2)

(3)

(4)

(5)

(6)

BAA

TEEA5003 12/28/12

Schedule R (Form



Schedule R Form 990) 2012 Donors Ca ital Fund Inc 54-1934032

IRar tlV 11•upplemental nformation

Complete this part to provide add1t1onal nformation for responses to questions on Schedule R

see instructions).

Pag

BAA

TEEA5005 12/28/12

Schedule

R

Form 990)




Sch I, Grants to Organizations and lndv1duals

in

the U.S

Part II, Grants to Or_g_anizationsnd Governments n the U.S.

(a)

b)

(c)

d)

(e)

f) g)

h

Name and Address of EIN IRC Amount of

Amount of Method of

Description of

Purpose

Organization or

Section 1f Cash Grant

Non-Cash

Valuation (book, FMV,

Non-Cash

Grant

Government

Applicable Assistance appraisal,

Assistance Assistan

other)

Reason Foundation

5737 Mesmer Avenue for Real Clear P

Los Anaeles, CA 90230-6316

95-3296239

5011c)(3)

40,000 00 NIA

NIA NIA advert1sina

Jerusalem Institute for Market Studies

9726 South Crescent View Dnve

Bovnton Beach, FL 33437

20-0105601

501(c)(3)

50,000 00 NIA

NIA

NIA

for general opera

Jud1c1al ducation Proiect

3007 P Street. NW

Washinaton. DC 20007 20-2466671

501(c)(3)

400,000 00 NIA NIA NIA for general opera

Frankhn Center

1229 King Street

3rd Floor

Alexandna, VA 22314

26-4066296 5011c)(3)

5,000 00 NIA

NIA

NIA for the benefit of

Freedom Foundation

PO Box 552

for the Electoral

Olympia, WA 96507

94-3136961

501CclC3l 40,000 00

NIA NIA NIA

lpro1ect

Franklin Center

1229

King Street

3rd Floor

Alexandna, VA 22314

26-4066296

501(C)(3)

50,000 00

NIA NIA NIA

for the Caoac1t1


6400 Kings Crest Court

for the benefit of

Chesterfield, VA 23632

27-1501919 501Ccl(3)

250,000 00

NIA NIA

NIA Solutions




27-1501919

5011clC3l 250,000 00

NIA NIA

NIA for Qeneral ooera

Schedule I (Form 990 or




Sch I, Grants to Organizalions and lndv1duals in the U S

Part I, Grants o Organizations nd Governments n the U.S.

(a)

b)

(c)

d)

e)

f) g)

h

Name and Address of

EIN

IRC Amount of

Amount of Method of

Descnpt1on of

Purpose

Organization or Section 1f Cash Grant

Non-Cash Valuation (book, FMV,

Non-Cash

Grant

Government

Applicable

Assistance appraisal, Assistance

Assistan

other)

Amencan Ma1onty

PO Box 87

or

grassroots pa

Purcellv11le, A 20134 26-1501154

501(c)(3)

300,000 00

NIA

NIA NIA IQrants

Lucy Burns Institute

301 South Bedford Street

Su1te6

Madison. WI 53703-9691 20-8036372

501(c)(3) 500,000 00 NIA NIA

NIA

or

Qeneral opera

American Ma1onty

PO Box 87

Purcellv11le, A 20134

26-1501154 5011c}(3) 750,000 00 NIA

NIA NIA

for aeneral ooera

Franklin Center

1229 King Street

3rd Floor

Alexandria, VA 22314

2~066298 501(c)(3) 2,000,000 00 NIA NIA NIA for general ooera


55 Fontenay Circle

to support Journa

Little Rock, AR 72223

27-0271657

501(c)C3l

5,000 00 NIA

NIA NIA operations in Ark

Public Polley Foundation o West Virgrrna

PO Box 1118

to continue iourn

Moraantown, WV 26505

20-5955827 501(c)(3l

8,800 00

NIA

NIA NIA prOQram

Montana Polley Institute

67 West Kagy Boulevard

to continue Journ

Suite B

program in partn

Bozeman. MT 59715 20-2591461

5011c)(3l 8,996 00

NIA

NIA NIA statehouse burea

Maciver Institute

44 East M1ffl1n treet

Suite 201

to continue Journ

Madrson, WI 53703

26-2639114 501(c)(3)

10,000 00 NIA

NIA NIA

loroaram




DonorsCapital Fund, Inc 54-1934032

Sch I, Grants o Organizationsand lndv1duals n he U S

Part II, Grants o Or_g_anizationsnd Governments n the U.S.

(a)

b)

(c)

d)

(e)

f)

g)

h


Amount of

Method of

Descnpt1on f

Purpo

Organizationor


Non-Cash

Valuation (book, FMV, Non-Cash

Gran

Government

Applicable Assistance

appraisal, Assistance

Assis

other)

Pioneer nstitute or Public Polley Research

85 DevonshireStreet

8th Floor

to provide ntera

Boston, MA 02109-3501 22-2632081

5011cl(3l

$10,00000 NIA

NIA NIA

focused on was

Franklin Center

1229 King Street

3rd Floor

for Journalism p

Alexandna,VA 22314 26-4066298 501Ccl(3l

$12,85100 NIA NIA NIA Nevada News B

Georgia Public Polley Foundation

continueJourna

6100 Lake Forrest Dnve, Suite 110 expand and enh

Atlanta, GA 30328-3835 58-1943161

501(c)(3l

$15,000 00 NIA

NIA

NIA

education and in

James Madison nstitute or Public Polley

The Columns

100 North Duval Street to support stateh

Tallahassee,FL 32301 59-2811908 501(c}(3l $15,000 00 NIA NIA NIA reporting

Kansas Polley nstitute

250 N Water St. 216

to continueJour

Wichita, KS 67202-1215

23-7047821 501Cc}(3) $15,000 00

NIA

NIA

NIA 1program

Idaho FreedomFoundation

to continue and

PO Box 2801

successes of Jou

Boise. D 83701

26-3783048

5011cll3l

$20,000 00 NIA NIA

NIA lorooram

Maciver nstitute

44 East M1ffl1n treet

Suite 201

to continue oum

Madison,wt 53703

26-2639114 50Hc)(3)

$20,000 00 NIA NIA NIA 1program


continue stateho

PO Box 2801

program

&

sohd

Boise, D 83701

26-3783048

501(c}(3}

$25,000 00

NIA NIA

NIA news outlet role

Schedule (Form 990 or



Donors Capital Fund, Inc. 54-1934032

Sch I, Grants to Organizations and lndv1duals n the U S

Part II, Grants to Organizationsand Governments n the U.S.

(a) b)

(c)

d)

(e)

f) g)

h

Name and Address of EIN IRC

Amount of

Amount of Method of

Descnpt1on of Purpos

Organization or Section 1f Cash Grant Non-Cash


Non-Cash

Gran

Government Applicable Assistance appraisal,

Assistance Assista

other)

Josiah Bartlett Center or Public Policy

PO Box 897

to continue Jour

Concord, NH 03302--0897 22-3235650

501(c)(3) $25,000 00 NIA

NIA NIA lorooram

Kansas Policy Institute

250 N Water St, 216

to continue daily

Wichita, KS 67202-1215 23-7047821

501(c)(3) $25,000 00

NIA

NIA NIA state cao1tol

Goldwater nstitute

500 East Coronado Road

to continue Jour

Phoenix, AZ 85004 86-0597661 501(c)(3) $35,000 00 NIA

NIA

NIA orooram

Young Life

PO Box 520

for the Cimarron

Colorado Spnngs, CO 80901

84--0385934

501(c)(3) $600 00 NIA NIA NIA

1

AF7~110)

F•rst PresbyterianChurch-MidlandTX

800 West Texas Avenue

Midland, TX 79701

501Cc)(3) $4,200 00

NIA

NIA NIA

for general opera

H1llander chool Endowment nc, The

1600 West Wadley Ave

for the H1llande

Midland, TX 79705

26-1616195

501(c)(3)

$10,000 00 NIA NIA

NIA

Campa on

Pioneer Institute or Public Policy Research

85 DevonshireStreet

8th Floor

Boston, MA 02109-3501

22-2632081

501(C)(3)

$15,000 00

NIA

NIA NIA

for ALEC oart1c1

Freedom Foundation

PO Box 552

Olvmo1a,WA 98507

94-3136961 501Cc)(3)

$19,500 00 NIA NIA NIA for ALEC partlc1





Sch I, Grants to Organrzat1ons and lndv1duals rn the U S

Part I, Grants o Organizations nd Governmentsn the U.S.

a)

b)

(c)

d)

(e)

f)

g) h

Name and Address of EIN IRC Amount of Amount of Method of

Descrrpt1on of

Purpos

Organrzat1on or

Section 1f

Cash Grant

Non-Cash Valuation (book, FMV, Non-Cash

Gran


Assistance Assista

other)

James Madison Institute or Public Polley

The Columns

100 North Duval Street

Tallahassee, FL 32301

59-2811908

501{c)(3)

$20,000 00 NIA NIA NIA for ALEC oart1c

Mackinac Center for Public Polley

140 West Mam Street

PO Box 568

Midland, Ml 48640-0568 38-2701547

501{c)(3)

$20,000 00 NIA

NIA NIA

for ALEC part1c

CommonwealthFoundation or Pubhc Pohcy

Alternative

225 State Street

Suite 302

HarnsburQ,PA 17101

23-2473845

501{c)(3)

$25,000 00 NIA NIA NIA

for ALEC par Jc

Goldwater nstitute


Phoenix, AZ 85004

86-0597661

501(c)(3)

$27,000 00 NIA

NIA

NIA

for ALEC par Jc1

Illinois Pohcy nstitute

190 South LaSalle Street

Suite 1630

Ch1caoo. L 60603 41-2057028 501(C)(3)

$27,000 00

NIA

NIA

NIA for ALEC part1c

Washington PohcyCenter

PO Box 3643

Seattle. WA 98124-3643

91-1752769 501(cl(3l

$27,000 00

NIA NIA NIA for ALEC part1c1

John Locke Foundation

200 West Morgan Street

Suite 200

Rale1oh,NC 27601

56-1656943 501(c)(3)

$27,500 00

NIA

NIA

NIA for ALEC oart1c1

Texas Pubhc Polley Foundation

900 Congress Avenue

Suite 400

Austin, TX 78701

74-2524057 501(c)(3)

$34,000 00

NIA

NIA NIA

for ALEC Parbc1





Sch I, Grants o Organizationsand lndv1dualsn the U S.


(a)

b) (c) d)

e)

f) g)

h


Amount of

Amount of Method of

Descriptionof

Purpo

Organizationor


Non-Cash


Non-Cash

Gran

Government

Applicable

Assistance

appraisal,

Assistance

Assist

other)

Advance Arkansas nstitute

55 Fontenay Circle

Little Rock, AR 72223 27-0271657 501(c)C3l

$2,000 00

NIA NIA NIA

t r

ALEC part1c

Alabama Policy Institute

402 Office Park Dnve

Suite 300

Birm1nQham, L 35223

63-0809568

501(c)C3l $2,000 00

NIA NIA

NIA t r ALEC part1c

Beacon Center of Tennessee

PO Box 198646

Nashville, TN 37219 20-1808567 501(c)C3) $2,000 00

NIA NIA

NIA

t r

ALEC part1c

CommonwealthFoundation or Public Policy

Altemat1ve

225 State Street

Suite 302

Harrisburg,PA 17101 23-2473845 501{cl(3) $2,000 00

NIA NIA NIA

t r

ALEC part1c

Montana Polley nstitute


Suite B

Bozeman, MT 59715 20-2591461 501{c){3)

$2,000 00 NIA NIA NIA t r

ALEC partlc1

Pacific Research nstitute or Public Policy

One EmbarcaderoCenter

Suite 350

San Francisco. CA 94111

94-2528433 501(c)C3l $2,000 00 NIA NIA NIA t r

ALEC part1c

Pioneer nstitute or Public Policy Research

85 DevonshireStreet

8th Floor

to support ongoi

Boston, MA 02109-3501

22-2632081 501{c){3)

$2,500 00 NIA NIA NIA opera ions

American MaJonty

PO Box87

Purcellville,VA 20134

26-1501154

501(c)C3l $3,500 00 NIA NIA

NIA t r

the NASCAR





Sch I, Grants o Organizationsand lndv1dualsn the U.S


a)

b)

(c)

d)

e)

f) g) h

Name and Address of

EIN IRC

Amount of Amount of Method of

Descriptionof

Purpo

Organizationor Section 1f Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Gran

Government Applicable Assistance appraisal, Assistance

Assis

other)

Suthertand nstitute

GatewayTower West Building

15 West South Temple, Suite 200 to support oum

Salt Lake C1tv,UT 84101

87-0531727

501(c)(3)

7,500 00

NI NI NI

operations

Alabama Polley nstitute


Suite 300 to support ongo

Birmingham,AL 35223

63-0809568

501(c)C3) 10,000 00

NI NI NI

operations




Raleigh,NC 27601

56-1656943

501(c)(3)

10,000 00

NI

NI NI

ooerat1ons

Yankee nstitute

800 ConnecticutBoulevard

Suite 302

to support ongo

East Hartford,CT 06108

52-1358144

501(c)(3)

10,000 00

NI

NIA

NI

ooerat1ons

Goldwater nstitute


to support ongo

Phoenix.

lZ

85004

86-0597661

501(c)(3)

12,500 00

NI NI NI

ooerat1ons

Maciver nstitute

44 East M1ff11ntreet

Suite 201

to support Joum

Madison,WI 53703

26-2639114 5011c)(3)

12,500 00

NI

NIA

NI

operations

Maryland Public Polley nstitute

PO Box 195

to support ongo

Germantown,MD 20875--0195

52-2199055 501(c)(3)

12,500 00

NI

NI

NIA operations

Nevada Polley Research nstitute

7130 Placid Street

to support ongo

Las Veoas, NV 89119

88--0276314 501(c)(3)

12,500 00 NIA

NI

NI

ooerat1ons






n

the U S.


a)

b)

(c)

d)

e)

f)

g)

h


Amount of

Amount of Method of

Description of

Purpo

Organization or Section 1f

Cash Grant Non-Cash


Non-Cash

Gran

Government Applicable

Assistance

appraisal,

Assistance

Assist

other)

Public Polley Foundationof West V1rg1ma

PO Box 1118

to support 1oum

Moroantown,WV 26505 20-5955827

501{c)(3l

12,500 00 NIA

NIA NIA ooerations

FreedomFoundation

PO Box 552

to supportJoum

Olympia,WA 98507

94-3136961 501(c)(3l

15,000 00 NIA

NIA NIA operations

Pelican nstitute or Public Polley

643 MagazineStreet

Suite 301

to support ongo

New O~eans, LA 70130

26-1704791

501(cl(3l 15,000 00 NIA

NIA NIA operations


55 FontenayCircle to support ongo


27-0271657 501{cl(3l 17,500 00

NIA NIA NIA operations

FreedomFoundationof MN

900 2nd Avenue South

Suite 570

to support ongoi

Minneapohs,MN 55402

36-4592698

501{c}{3} 17,500 00 NIA NIA NIA

operations

Independence nstitute

727 East 16th Avenue

to support ongoi

Denver, CO 80203

84-0990300

501(c)(3l

17,500 00 NIA NIA NIA ooerat1ons

Josiah Bartlett Center or Public Polley

PO Box 897

to support ongoi

Concord, NH 03302-0897

22-3235650 501{c}{3} 17,500 00 NIA NIA NIA operations

Franklin Center

1229 King Street

3rd Floor

to re-establish o

Alexandna,VA 22314

26-4066298 501{c}(3l

20,000 00 NIA NIA NIA

ooerat,ons1nOr





Sch I, Grants to Organizations and lndv1duals 1n he U S

Part I, Grants o Or_g_anizationsnd Governmentsn the U.S.

a)

b)

(c) d)

(e)

f) g)

h


Amount of

Amount of

Method of

Descnpt1onof

Purpos


Cash Grant

Non-Cash


Non-Cash

Gran


Assistance

appraisal,

Assistance

Assista

other)

John W Pope C1v1tasnstitute

100 South HarringtonStreet

to support ongo

Raleigh, NC 27603 20-2454741

501(c)(3) 20,000 00 NIA

NIA

NIA

operations

Maine Heritage PohcyCenter

PO Box 7829

to support ongoi

Portland,ME 04112 22-3888250

501(c)(3)

20,000 00 NIA

NIA NIA

operations

MarylandReporter om, Inc

6392 ShadowshapePlace

to support ongoi

Columbia,MD 2104~527 27-0853887 50HclC3l

20,000 00 NIA

NIA NIA

operations

FranklinCenter

1229 King Street

3rd Floor

to support ongoi

Alexandria,VA 22314 26-4066298 501(c)(3) 22,500 00 NIA

NIA NIA ooerat1onsn No

FranklinCenter

1229 King Street

3rd Floor

to support ongoi

Alexandna,VA 22314

26-4066298 50HclC3l 22,50000 NIA

N/A NIA ooerat1onsn M1


PO Box 2801

to support ongoi

Boise. D 83701 26-3783048

501(c)(3) 22,500 00 NIA NIA NIA

operations

M1ssounNews Horizon

6 Wh1techapel ourt to support ongoi

Glen Carbon, L 62034

27-0992279 50HclC3l

22,500 00

NIA

NIA NIA ooerat1ons

Montana Pohcy nstitute


Suite B

to support ongoi

Bozeman,MT 59715 20-2591461 501(c)(3) 22,500 00

NIA NIA NIA

operations






n

the U.S.


a)

b)

(c)

d)

(e)

f) g)

h)


Amount of

Amount of Method of

Description of

Purpos

Organization or



Non-Cash

Grant


Assistance appraisal,

Assistance

Assista

other)

Franklin Center

1229 King Street

3rd Floor

to re-establish o

Alexandria,VA 22314 26-4066298

501(c)(3) $25,000 00

NIA

NIA NIA

operations n Oh

Texas Public Polley Foundation

900 CongressAvenue

Suite 400

to supportJourn

Austin, TX 78701 74-2524057

501(c)(3) $25,000 00 NIA

NIA NIA ooerations

Texas Watchdog

945 McKinneyStreet

221

to support Journ

Houston,TX 77002 26-3057133

501(c)(3) $25,000 00 NIA

NIA

NIA

ooerat1ons


PO Box 198646

to supportJoum

Nashville,TN 37219 20-1808567 501Cc)(3) $27,500 00 NIA

NIA NIA ooerat1ons

Rio Grande Foundation

PO Box 40336 to support ongoi

Albuaueraue,NM 87196 85-0468446 501Ccl(3l $30,000 00 NIA

NIA

NIA

ooerat1ons

llhno1s olley nstitute


Suite 1630

to supportJourn

Chicago, L 60603

41-2057028

501(c)(3)

$32,50000 NIA NIA NIA operations

Americans or ProsperityFoundation

2111 Wilson Boulevard

Suite 350 to support ongoi

M1naton, VA 22201-3097 52-1527294

501Ccl(3l $37,500 00 NIA

NIA

NIA ooerat1ons

James Madison nstitute or Public Polley

The Columns


to support ongoin

Tallahassee,FL 32301

59-2811908

501(c)(3)

$37,500 00 NIA NIA NIA operations






n

the U S


a)

b) (c) d)

(e)

(f) g)

h

Name and Address of

EIN IRC Amount of Amount of

Method of

Descnpt1on of Purpos

Organization or



Gran

Government

Applicable


Assistance Assista

other)

TNReport com News Service, Inc

PO Box 119 to support Journa

Buffalo Valley, TN 38548-0119

27-1188570

501(C)(3)

37,500 00

NIA NIA NIA ooerat1ons

Franklin Center

1229 King Street

3rd Floor to support Journa

Alexandna. VA 22314 2~066298 501(c)(3)

50,000 00

NIA NIA NIA operations in Pe

Franklin Center

1229 King Street

3rd Floor

to support Journa

Alexandna, VA 22314

2~066298 501(C)(3)

50,000 00

NIA NIA NIA

operations in Vir

Franklin Center

1229 King Street

3rd Floor

to support Journa

Alexandna, VA 22314

2~066298 501(c)(3)

50,000 00 NIA NIA NIA operations in Wis

Franklin Center

1229 King Street

3rd Floor

to support ongoin

Alexandria, VA 22314

2~066298

501(c)(3l

50,000 00 NIA NIA

NIA operations in Ne

Franklin Center

1229 King Street

3rd Floor

to support ongoin

Alexandna, VA 22314

26-4066298

501(c)(3)

50,000 00

NIA

NIA NIA operations in Kan

Franklin Center

1229 King Street

3rd Floor

to support ongoin

Alexandna, VA 22314

2~066298

501(c)(3l


operations in Iow

Franklin Center

1229 King Street

3rd Floor

to support ongoin

Alexandna, VA 22314

2~066298

5011c)(3)


operations in lllm





Sch I, Grants to Organizations and l ndv1duals

n

the U S


a)

b)

(c)

d)

(e) f) g)

h

Name and Address of

EIN

IRC Amount of Amount of

Method of

Description of

Purpos



Non-Cash

Gran

Government

Applicable


Assistance

Assista

other)

Pacific Research nstitute or Public Polley


Suite 350

to support ongo

San Francisco,CA 94111

94-2528433

501(c)(3)

50,000 00 NIA

NIA NIA operations

Small Business HI Entrepr Edu Fdn

6600 Kalan1anaole ighway

Suite 212

to support ongoi

Honolulu,HI 96825

26-1210792 501(c)(3)

50,000 00


South Carolina Polley Council

1323 PendletonStreet

to support ouma

Columbia,SC 29201-3715

57-0835744

501(c)(3)

50,000 00 NIA NIA NIA operations

MackinacCenter or Public Polley

140 West Main Street

PO Box 568

Midland, Ml 48640-0568

38-2701547 5011c)(3) 60,000 00 NIA NIA NIA for messaging

FranklinCenter

1229 King Street

3rd Floor

to support ongoi

Alexandna,VA 22314

26-4066298 501(c)C3l


operations n Ok

FranklinCenter

1229 King Street

to support ongoi

3rd Floor

oerations at Nev

Alexandna,VA 22314

26-4066298 501(c)(3l


Bureau



PO Box 568

to support ongoi

Midland,Ml 48640-0568

38-2701547

501CclC3l 75,000 00 NIA NIA

NIA operations

llhno1s axpayer EducationFoundation

407 South Dearborn Street

Suite 1170

Ch1caqo,L 60605-1150

36-3955081 501(c)(3)

7,000 00 NIA NIA

NIA

for oeneral opera




Donors Capital Fund, Inc. 54 1934032

Sch I, Grants o Organizationsand lndv1duals n he U S

Part II, Grants to Organizations and Governments in the U.S.

(a)

b)

(c)

d) e)

f)

g)

h

Name and Address of

EIN IRC Amount of Amount of

Method of Descriptionof

Purpo

Organizationor Section 1f Cash Grant Non-Cash Valuation (book, FMV, Non-Cash

Gran

Government

Applicable Assistance appraisal, Assistance

Assist

other)

M1ss1ss1pp1enter or Public Policy

520 George Street for support of M

Jackson, MS 39202

64--0797905

501(c)(3l

$9,250 00

NIA NIA

NIA Februarv 21-24

American Leg1slat1vexchangeCouncll

1101 VermontAvenue, NW

11th Floor

Washington,DC 20005

52-0140979

501(c)(3l $17,500 00 NIA NIA NIA for SPN's memb

OklahomaCouncil of PubhcAffairs

1401 North Lincoln Boulevard

OklahomaCity, OK 73104-2801

73-1436375

501(c)(3)


for ALEC part•c

FranklinCenter

1229 King Street

for the support o

3rd Floor

operations at TN

Alexandna,VA 22314

26-4066298 501(c)(3l

$50,000 00 NIA NIA NIA News Service, n

Student Free Press Assoc•a lon

4771 Mechanic Road

Hillsdale, Ml 49242

27-2277658

501Ccll3l $100,00000 NIA NIA

NIA for general oper

Donors rust

109 North Henry Street

Alexandna,VA 22314-2903

52-2166327 501(c)(3l

$450,000 00 NIA NIA NIA

for aeneral ocera

Institute or HumaneStudies

3351 Fairfax Drive

MSN1C5

Arlington,VA 22201

94-1623852 501Cc)(3)

$530,374 00 NIA NIA NIA

for 11eneral per

Americans or Limited GovernmentResearch

Foundation

9900 Main Street, Suite 303

Fairfax,VA 22031

52-2020468 501(c)(3l

$2,000,00000 NIA NIA

NIA for general ocera

Schedule (Form

990

or




Sch I, Grants to Organ1zat1onsand lndv1duals 1n he U.S

Part II, Grants o Org_anizationsnd Governments n the U.S.

(a)

b) (c) d)

(e) f)

g)

h

Name and Address of

EIN IRC Amount of

Amount of Method of

Descrrpt1onof Purpo

Organ1zat1on r

Section 1f Cash Grant Non-Cash Valuation (book, FMV,

Non-Cash Gran

Government

Applicable


Assista

other)

Lincoln nstitute of Public Op•monResearch

5405 JonestownRoad

Suite 110

Hamsbura,PA 17112

25-1704705 501(c)(3l 20,000 00 NIA NIA NIA for general ope

Free To Choose Network, nc

2002 FilmoreAvenue

Suite 1

for Norberg Bou

Erie, PA 16506

52-1455677 501(c)(3) 75,000 00 NIA NIA

NIA production

Reason Foundation

5737 MesmerAvenue

Los Anaeles, CA 90230-6316

95-3298239 501Cc)(3) 77,866 00

NIA

NIA


Acton Institute

98 East Fulton Street

Grand Rapids, Ml 49503

38-2926822 501Cc)(3) 160,00000 NIA NIA

NIA

for the ICLNnCJ

Franklin Center

1229 King Street

3rd Floor

for the support o

Alexandna,VA 22314

26-4066298

501Ccl(3l 8,500 00 NIA NIA

NIA operations n Ar

US English Foundation

2000 L Street, NW

Suite 702

Washinaton,DC 20036

52-1524976 501(c)(3l

25,000 00 NIA

NIA NIA

for aeneral ooer

M1ss1ss1pp1enter or Public Policy

520 George Street

Jackson, MS 39202

64-0797905

501CclC3l 29,250 00 NIA

NIA NIA for messaging

Rhode sland Center or Freedomand

Prosperity

PO Box 10069

for the support o

Cranston, RI 02910

45-2805369

501Cc)(3)

30,000 00 NIA

NIA NIA

ooerat1ons





Sch I, Grants to Organizations and lndv1duals n the U.S


(a) b)

(c)

d)

(e)

f)

g)

h

Name and Address of EIN

IRC Amount of

Amount of Method of Description of

Purpo

Organization or



Gran


Assist

other)

Donors Trust


Alexandna, VA 22314-2903 52-2166327 501(cl(3l $110,000 00

NIA

NIA NIA

for leneral opera

State Polley Networlc

1655 North Fort Myer Dnve

Suite 360

Min lton, VA 22209-3108 57-0952531 501Cc)(3l $175,000 00 NIA NIA NIA for leneral ooera

American Enterprise Institute

1150 Seventeenth Street, NW

to support the N

Wash1nQton,DC 20036 53-0218495 501Ccl(3)

$1,300,000 00 NIA

NIA

NIA

Research lnit1at

llhno1sTaxpayer Education Foundation


Suite 1170

Chicago, IL 60605-1150

36-3955081 501Ccl(3)

$7,000 00 NIA

NIA

NIA for aeneral opera

StudentNewsDa1ly com

PO Box 30353

Edmund, OK 73003

0~611977 501(cl(3l


for aeneral ooera

James Madison Institute for Public Polley

The Columns


Tallahassee, FL 32301

59-2811908 501(c)(3)

$68,500 00 NIA NIA NIA for aeneral opera

Education Action Group Foundation

801 West Norton Avenue

Suite 1

for general opera

Muskeaon, Ml 49441

26-0877115 501(cl(3l

$15,000 00 NIA NIA

NIA expansion

Foundation for Government Accountab1hty

15275 Collier Boulevard

Suite 201-279

Naples, FL 34119

45-2637507 501Ccl(3l

$50,000 00

NIA NIA NIA

for aeneral opera






Part II, Grants o Organizations nd Governments n the U.S.

a)

b) (c) d)

(e)

f) g)

h


Amount of Amount of

Method of

Descnpt1on of

Purpos


Cash Grant


Gran

Government

Applicable


Assista

other)

Shane V1ctonno oundation

2 Penn Center Plaza

Suite 200

Ph1ladeloh1a,A 19102 27-1892740 501/cl/3)

50,000 00 NIA

NIA NIA

for general oper

American Friendsof Migdal Ohr

1560 Broadway

Suite 510

New York, NY 10036 13-3389558 5011cl/3l

18,000 00 NIA

NIA

NIA

for general oper

Center or lnd1v1dual ights

1233 20th Street, NW

Suite 300

Wash1noton, C 20036-1609 52-1600481

501(c)/3)

150,000 00 NIA

NIA NIA for Qeneraloper

Donors rust


Alexandna,VA 22314-2903

52-2166327 5011cl/3l

100,00000 NIA

NIA

NIA

for oeneral oper

CommonwealthFoundation or Public Policy

Altemat1ve

225 State Street

Suite 302

Hamsburg,PA 17101

23-2473845

501(c)(3)

25,000 00 NIA NIA NIA for Qeneraloper

WestchesterCommunityCollege Foundation

Hartford Hall

75 GrasslandsRoad

Valhalla, NY 10595-1693

23-7050397

501(c)(3) 125,00000 NIA NIA NIA for general ooer

Illinois Taxpayer EducationFoundation


Suite 1170

Ch1caQo,

L

60605-1150

36-3955081

501(c)(3)

7,000 00 NIA NIA NIA for Qeneraloper

First PresbyterianChurch-MidlandTX

for a van for the R


Chnst1an ellow

Midland,TX 79701

501(c)(3)

10,000 00 NIA

NIA

NIA Uoanda







a)

b) (c)

d)

(e)

f)

g)

h)

Name and Address of

EIN

IRC Amount of

Amount of Method of

Description of

Purpos


Non-Cash


Non-Cash

Gran

Government

Applicable


Assistance

Assista

other)

Secunty ResearchAssociates, nc

2200 4th Avenue North

Number3

Lake Worth, FL 33461

74-2209420

501(c)(3)

$10,000 00

NIA

NIA NIA

for 11eneral per

Freedom Works Foundation

400 North Capitol Street, NW

Suite 765

Washington, DC 20001-1564 52-1526916 5011c)(3)

$200,000 00 NIA

NIA N/A

for general opera

DonorsTrust


Alexandria,VA 22314-2903 52-2166327 5011cl(3l $50,000 00

NIA

NIA

NIA

for general opera

Rhode Island Center or Freedom and

Prospenty

PO Box 10069

Cranston, RI 02910

45-2805369 501(clC3l $20,000 00 NIA

NIA NIA f or Qeneraloper

Stop Educator Sexual Abuse, Misconduct, and

Explo1ta lon

10863 Florence Hills Street


Las Ve11as, V 89141

14-1798248

501(c)(3l

$30,000 00 NIA

NIA N/A f or Qeneralopera

American slamic Congress

1718 M Street, NW

Suite 243

Washinaton, DC 20036 06-1634525 5011c)(3)

$25,000 00

NIA NIA

NIA

for aeneral ooera

Ayn Rand Institute

2121 Alton Parkway

Suite 250

Irvine. CA 92606-4926 22-2570926

501(c)(3)

$25,000 00

NIA NIA

NIA

for aeneral opera

Claremont nstitute

937 West Foothill Boulevard

Suite E

Claremont, CA 91711

95-3443202

501Ccl(3l $28,000 00 NIA NIA

NIA

for general opera





Sch I, Grants to Organizationsand lndv1duals

n

the U S

Part II, Grants o Organizationsand Governments n the U.S.

(a) b)

(c)

d)

(e)

f) g)

h



Method of Descriptionof

Purpo

Organizationor Section 1f

Cash Grant


Gran

Government


Assist

other)

Middle East Forum

1500 Walnut Street

for general oper

Suite 1050

( 250,00000) a

Ph1ladelph1a,A 19102

23-7749796

501(c)(3)

310,000 00 NIA

NIA NIA ( 60,000 00)

Center or Compet1t1veohllcs

124 South West Street

Suite 201

Alexandria,VA 22314

20-3676886

501(c)(3)


for the State

Law



for Kyle Atch1so

Midland,TX 79701

501(cl(3)

500 00 NIA

NIA NIA

m1ss1onno to P

Foundation or GovernmentAccountab1l1ty

15275 ColherBoulevard

Suite 201-279

Naples, FL 34119

45-2637507 501(cl(3)

5,000 00

NIA

NIA


National Right o Work Legal Defense

Foundation, nc

8001 BraddockRoad

for the Wiscons

SpnnQfield, A 22160-0002

59-1588825 501(c)(3)

20,00000

NIA

NIA

NIA

Pro1ect

Bar-flan

University

160 East 56th Street

for the School of

New York, NY 10022

13-6192275 5011c)(3)

50,000 00

NIA NIA NIA

Commumcat1o

Moving Picture nstitute

375 GreenwichStreet

New York, NY 10013

20-3237801 501(c)(3l

55,000 00

NIA NIA

N/A for the C1v1c ite

National Strategy nformationCenter

1730 Rhode sland Avenue, NW

Suite 500

Washmaton,DC 20036-3117

13-1973342 501(cl(3l

100,00000

NIA NIA

NIA

for the Media Pr






n

the U S


(a) b) (c)

d)

(e)

f)

g)

h


IRC Amount of

Amount of Method of Descnpt1on of

Purpos

Organization or



Gran



Assista

other)


407 South DearbornStreet

Suite 1170

Chicago, L 60605-1150 36-3955081

501(c)(3) $7,000 00 NIA NIA NIA for general oaer

StandWithUs Israel EmergencyAlhance)

PO Box 341069

Los Anaeles, CA 90034-1069 01-0566033 50Hc)(3) $50,000 00 NIA NIA NIA for general oaer

Ayn Rand nstitute

2121 Alton Parkway

Suite 250

Irvine, CA 92606-4926 22-2570926 501(c)(3) $300,00000

NIA

NIA

NIA for Qeneraloper



Suite 360

Arhnaton,VA 22209-3108

57-0952531 501(c)(3) $40,000 00

NIA

NIA

NIA

for general oper

Greater Houston CommunityFoundation

4550 Post Oak Place

Suite 100

Houston,TX 77027

23-7160400 50Hc)(3l $25,000 00 NIA NIA

NIA

for a donor-advi

Stop EducatorSexual Abuse, Misconduct,and

Explo1tat1on



Las Vegas, NV 89141

14-1798248 501 c) 3)

$25,000 00 NIA NIA

NIA for aeneral oper

God'sWorld Pubhcat1ons,nc

350 Fifth Avenue

Suite 1500

for six internship

New York, NY 10118

56-0538016 501 c)(3) $40,000 00

NIA NIA

NIA World Joumahs

Institute on Rehg1on Democracy


Suite 601

Wash1naton, C 20005-2601

52-1265221 50Hc)(3)

$200,00000 NIA NIA

NIA

for general opera






n

the U S.

Part I, Grants o Organizations nd Governments n the U.S.

(a)

b)

(c) d) (e)

(f) g)

h


Amount of Method of

Description of

Purpos


Cash Grant


Non-Cash

Gran


Assistance

appraisal,

Assistance

Assista

other)

Freedom Works Foundation


Suite 765

Washinaton, DC 20001-1564 52-1526916

501(c)(3)

$250,000 00

NIA

NIA NIA

for aeneral opera

Americans for Prospenty Foundation

2111 Wilson Boulevard

Suite 350

Minaton, VA 22201-3097 52-1527294

501(c)(3l $10,000 00 NIA

NIA NIA for the Marvland

llhno1sTaxpayer Education Foundation


Suite 1170

Chicago, IL 60605-1150

36-3955081

501(c)(3) $7,000 00 NIA

NIA

NIA

for aeneral aoera

Education Action Group Foundation


Suite 1

Muskegon, Ml 49441 26-0877115 501(c)(3) $10,000 00 NIA

NIA NIA for general ooera


Prosperity

PO Box 10069

Cranston. RI 0291

45-2805369

501Cc)(3) $40,000 00 NIA NIA NIA

for aeneral opera

Donors Trust


Alexandna, VA 22314-2903 52-2166327

501CclC3l

$100,000 00 NIA

NIA

NIA

for Talent Market

Franklin Center

1229 King Street

3rd Floor

Alexandna, VA 22314

26-4066298

501(c)(3l

$150,000 00 NIA

NIA

NIA

for general opera

Mercatus Center, GMU

George Mason University

3351 North Fairfax Dnve, 4th Floor

Arlington, VA 22201-4433

54-1436224

501(c)(3l

$150,000 00 NIA NIA NIA for state fiscal oo





Sch I, Grants to Organ1zat1ons nd lndv1duals n the U S


(a)

b) (c)

d)

(e)

f) g)

h


Amount of

Amount of Method of

Descrrpt1onof

Purpos


Cash Grant


Non-Cash

Gran

Government

Applicable

Assistance


Assista

other)

State Pohcy Network


Suite 360

Minaton, VA 22209-3108 57--0952531

501(c}l3} $173,000 00 NIA

NIA

NIA

for oeneral opera

Lucy Burns Institute


Su1te6

Madison, WI 53703-9691 20-8036372

501(c)(3) $250,000 00

NIA NIA NIA

for aeneral opera



Chesterfield, VA 23832 27-1501919 501(c}(3) $300,000 00

NIA NIA NIA

for aeneral opera

American MaJority

PO Box87

Purcellv1lle, VA 20134

26-1501154

501(cll3) $780,000 00

NIA NIA NIA

for general opera

Franklin Center

1229 King Street

3rd Floor

Alexandna, VA 22314

26-4066298

501(c}(3)

$1,050,000 00 NIA

NIA

N/A

for general ooera

Young Life

PO Box 520 for Elle Spnnks i

Colorado Spnngs, CO 80901 84-0385934 501{c)C3l $300 00

NIA

NIA

NIA

(Austin, TX - TX6

Foundation for lnd1v1dualRights in Education

(FIRE)

601 Walnut Street

Suite 510

Ph1ladelph1a,PA 19106

04-3467254

501 c)(3\ $25,000 00 NIA

NIA

NIA for the lnternsh10


Prosperity

PO Box 10069

Cranston, RI 02910

45-2805369

501(c)(3)

$25,000 00

NIA

NIA

NIA

for general opera





Sch I, Grants to Organizations and lndv1duals 1n he U S.

Part II, Grants to Or.9.anizationsnd Governments n the U.S.

(a)

b) (c) d)

(e) f)

g) h


Description of

Purpo

Organization or

Section 1f

Cash Grant Non-Cash Valuation (book, FMV,

Non-Cash Gran


Assistance

Assist

other)

Common Sense nstitute

2 Berry Lane

Randoloh,NJ 07869 27-0643638

501(c){3l

40,000 00 NIA

NIA NIA for oeneral ooer

Central Fund of Israel

c/o BerkmanLaw Office

111 LivingstonStreet, Suite 1928

for the support o

Brooklvn.NY 11201 13-2992985 501(c)(3) 100,000 00 NIA

NIA NIA HaDin's work

Cato Institute

1000 MassachusettsAvenue, NW

Washinoton,DC 20001-5403

23-7432162 501Cc)(3) 50,000 00

NIA

NIA NIA for general oper

Clanon Fund

255 West 36th Street

Suite 800

New York, NY 10018

20-5845679

501Ccl(3l

125,00000

NIA

NIA NIA for aeneral ooer

ImaginationProductions

105 East 34th Street

for the

Suite 117

JerusalemOnhn

New York, NY 10016

26-1264680 501(c)(3l

125,000 00

NIA

NIA

NIA

oro1ect


85 DevonshireStreet

8th Floor

to support ongoi

Boston, MA 02109-3501

22-2632081

501{c)(3)

2,500 00 NIA

NIA

NIA operations



Suite 300

to support ongoi

B1rminaham, L 35223

63-0809568

501(c)(3)

10,000 00 NIA NIA

NIA ooerat1ons

EducationAction Group Foundation


Suite 1

to support opera

Muskegon,Ml 49441

26-0877115

501Ccl(3l 10,000 00

NIA NIA NIA

expansion





Sch I, Grants to Organ1zat1ons nd lndv1duals 1n he U S.

Part II Grants o Organizationsand Governments n the U.S.

(a)

b)

(c)

d)

(e) f)

g)

h

Name and Address of EIN IRC Amount of Amount of

Method of

Description of Purpos



Gran



Assistance Assista

other)



Suite 200

to support ongo

Rale1Qh, C 27601

56-1656943 501Ccl(3l 10,000 00

NIA

NIA NIA operations

Goldwater nstitute


to support ongo

Phoenix,AZ 85004 86-0597661

501(c)(3)

12,50000 NIA

NIA NIA operations


PO Box 195

to support ongo

Germantown,MD 20875-0195

52·2199055

501{c)(3) 12,500 00



7130 Placid Street

to support ongo

Las Vegas, NV 89119

88-0276314

501(c){3l

12,500 00 NIA

NIA NIA operabons

EducationAction Group Foundation


Suite 1

to support opera

MuskeAon,Ml 49441

26-0877115 501Cc)(3) 15,000 00 NIA NIA NIA

expansion

Freedom Foundation

PO Box 552

to supportJourn

Olympia,WA 98507

94-3136961

501Ccl(3l 15,000 00 NIA NIA NIA operations

Pelican nstitute or Public Polley

643 MagazineStreet

Suite 301

to support ongo

New Orteans, LA 70130

26-1704791 501(c)(3)



Prosperity

PO Box 10069

to supportJourn

Cranston,RI 02910

45-2805369

501(c)(3)


ooerat1ons







(a)

b)

(c) d)

(e)

(f)

g)

h

Name and Address of

EIN

IRC Amount of

Amount of Method of

Description of

Purpo


Cash Grant Non-Cash


Gran

Government Applicable Assistance


Assist

other)

Sutherland nstitute

Gateway Tower West Bu1ld1ng

15 West South Temple, Suite 200 to support Joum

Salt Lake City, UT 84101 87-0531727 501{c)(3) 15,000 00 NIA

NIA NIA

operations


55 FontenayCircle to support ongo

Little Rock, AR 72223 27-0271657 501(c)(3l 17,500 00 NIA NIA NIA operations

FreedomFoundationof MN



Minneapolis,MN 55402

36-4592698

501(c)(3l

17,500 00 NIA

NIA NIA operations


727 East 16th Avenue to support ongo

Denver,CO 80203

84-0990300

501(c)(3l

17,50000 NIA

NIA

NIA operations


PO Box 897

to support ongoi


22-3235650

501(c)(3)


Mame Heritage PolleyCenter

PO Box 7829

to support ongo

Portland, ME 04112

22-3888250

501(c)(3l

20,000 00 NIA NIA

NIA operations



to support ongoi

Columbia, MD 21045-4527

27-0853887

501{c)(3l


Franklin Center

1229 King Street

3rd Floor

to support ongo

Alexandria,VA 22314

26-4066298 501Ccl(3l 22,500 00

NIA NIA NIA operations n M1





Sch I, Grants to Organizations and lndv1duals n the U.S.


a)

b)

(c) d)

(e) f)

g)

h


Amount of Method of

Descnpt1on of

Purpo



Non-Cash

Gran



Assistance

Assist

other)

Mame Heritage Polley Center

PO Box 7829

to support ongo

Portland,ME 04112 22-3888250

501CclC3l

40,000 00

NIA NIA NIA operati ons

Pelican nstitute or PubhcPohcy

643 MagazineStreet


New Orleans, LA 70130 26-1704791

501(c)C3)

40,000 00 NIA

NIA NIA operations

Franklin Center

1229 King Street

3rd Floor to support ongo

Alexandria,VA 22314

26-4066298 501(c)C3l 50,000 00

NIA NIA NIA operations n llh

Franklin Center

1229King Street

3rd Floor

to support ongoi

Alexandna,VA 22314

26-4066298 501(c)C3) 50,000 00 NIA NIA NIA operabons n Iow

Franklin Center

1229 King Street

3rd Floor

to supportongo

Alexandna,VA 22314

26-4066298

501(c)(3)

50,000 00 NIA NIA

NIA operations n Ka

FranklinCenter

1229 King Street

3rd Floor

to support ongo

Alexandria,VA 22314

26-4066298 501Ccl13l 50,000 00 NIA NIA NIA

operations n Ne

Franklin Center

1229 King Street

3rd Floor

to support Joum

Alexandna,VA 22314

26-4066298 501(c)(3)


operations 1nPe

FranklinCenter

1229 King Street

3rd Floor

to supportJoum

Alexandna,VA 22314

26-4066298

501(c)(3l

50,000 00

NIA NIA NIA operations n Wi







(a)

b)

(c) d)

(e)

f)

g)

h


Amount of Amount of

Method of

Description of

Purpo

Organization or Section f Cash Grant

Non-Cash


Gran



Assistance

Assist

other)



PO Box 568

to support ongo

Midland, Ml 48640-0568 38-2701547 5011c}(3l

75,000 00 NIA

NIA NIA operations

Pacific Research nstitute or Public Polley


Suite 350

to support ongo

San Francisco,CA 94111 94-2528433

501(c}(3)

100,000 00

NIA NIA

NIA operations

Small Business HI Entrepr Edu Fdn

6600 KalanianaoleHighway

Suite 212

to support ongoi

Honolulu,HI 96825 26-1210792 501{c)(3) 100,00000

NIA NIA

NIA operations

South Carolina PolleyCouncil

1323 PendletonStreet to support Joum

Columbia,SC 29201-3715

57-0835744

501(c)(3)

200,00000 NIA

NIA NIA operations

Illinois Taxpayer Education Foundation


Suite 1170

Chicago, L 60605-1150 36-3955081 501(c)(3) 7,000 00 NIA NIA NIA for general oper

Stop EducatorSexual Abuse, Misconduct,and

Explo1tat1on



Las Veoas, NV 89141

14-1798248 501Cc}(3} 25,00000 NIA NIA NIA for general ocer


1655 North Fort Myer Drive

Suite 360


57-0952531

501(c)(3)

10,000 00

NIA

NIA NIA for oeneral oper

M1ss1ss1pp1enter or Public Polley

520 George Street

Jackson, MS 39202

64-0797905 5011clC3l 30,000 00 NIA NIA NIA

for general ooer







(a)

b) (c) d)

e)

f) g)

h

Name and Address of

EIN IRC

Amount of

Amount of

Method of Description of

Purpo

Organization or

Section 1f Cash Grant Non-Cash


Gran

Government

Applicable Assistance


Assist

other)

South Carolina Polley Council

1323 Pendleton Street

Columbia, SC 29201-3715

57-0835744

501(c)(3)

100,000 00

NIA NIA NIA for general ooer

Youth Conference M1mstnes

PO Box 4328

Chattanooc:ia. N 37405

71-0941809 501(c)(3)

200 00

NIA NIA


Young Life

PO Box 520

for the Cimarron

Colorado Sorinc:is, O 80901

84-0385934 501Cc)(3)

600 00

NIA NIA NIA '.CAF75-4110)


OO

West Texas Avenue

Midland, TX 79701

501(c)(3)

4,200 00

NIA NIA

NIA for i:ieneraloper

Central Fund of Israel

c/o Berkman Law Office

111 L1v1ngston treet, Suite 1928

for the support o

Brooklyn, NY 11201

13-2992985 501Cc)(3l

75,000 00 NIA

NIA

NIA HaD1n'swork

Center or IndependentThought

1420 Walnut Street

Suite 1011

Ph1ladeloh1a,A 19102

52-0945376

501(cl(3l

100,000 00 NIA

NIA


GMU Foundation

Departmentof Economics, Enterprise Hall


for general oper

Fairfax. VA 22030

54-1603842 501Cc)(3)

500,000 00

NIA NIA NIA

1morovement)

Yankee Institute

800 Connecticut Boulevard

Suite 302

to support ongo

East Hartford, CT 06108

52-1358144 501(c)(3l

10,000 00

NIA

NIA NIA

ooerat1ons






n

the U S


a)

b)

c)

d)

(e)

f)

g) h

Name and Address of

EIN IRC Amount of

Amount of Method of Descnpt1onof

Purpo

Organization or

Section 1f Cash Grant Non-Cash Valuation (book, FMV, Non-Cash

Gran

Government


Assist

other)


100 South HarringtonStreet to support ongo

Rale1oh, C 27603

20-2454741 5011c){3) $20,000 00 NIA NIA NIA ooerat1ons

Free To Choose Network, nc

2002 FilmoreAvenue

Suite 1 for the Europea

Ene, PA 16506

52-1455677 5011clC3l $25,000 00

NIA NIA

NIA oro1ect

Texas Watchdog

945 McKinneyStreet

221

to support Joum

Houston,TX 77002

26-3057133

501(c)(3)

$25,000 00 NIA NIA NIA operations

Proiect Ventas

1214 West Boston Post Road

Number 145

for general oper

Mamaroneck,NY 10543

27-2894856

501(c)(3)

$30,000 00 NIA

NIA NIA expansion


PO Box 198646

to support Joum

Nashville,TN 37219

20-1808567

501(c)(3)


ooerat1ons



to support ongo

Columbia, MD 21045-4527

27-0853887 501{c){3)

$40,000 00

NIA NIA NIA

ooerat1ons

Energy

&

EnvironmentLegal Institute

2020 PennsylvaniaAvenue, NW

Suite 186

for the Voter Ed

Wash1naton, C 20006-1811

26-4239065

501(c)(3)

$50,000 00 NIA

NIA NIA

ProJect

Nevada PohcyResearch nstitute

7130 Placid Street

to support ongo

Las Vegas, NV 89119

88-0276314

501(c)(3)

$50,000 00 NIA

NIA NIA

operations





Sch I, Grants to Organizations and lndv1dualsn the U S


(a)

b) (c) d)

(e)

f)

g)

h

Name and Address of

EIN


Method of

Descnpt1onof Purpo



Non-Cash

Gran



Assistance

Assist

other)

Schwab ChantableGift Fund

101 MontgomeryStreet

for The Liberty a

San Francisco,CA 94104 31-1640316

501(c)(3)

500,000 00

NIA NIA NIA

Endowment

Sutherland nstitute

GatewayTower West Building

15 West South Temple, Suite 200

to support Journ

Salt Lake City, UT 84101

87-0531727

501(c)(3) 7,500 00 NIA

NIA NIA ooerallons

Rio Grande Foundation to support ongo

PO Box 40336

operations and t

Albuquerque,NM 87196

85-0468446

501(c)(3)

10,00000

NIA NIA NIA 1oumahsm rog


PO Box 2801

to support ongo

Boise, D 83701

26-3783048

501(c)(3)



PO Box 897

to support ongo


22-3235650 501(c)C3l 35,000 00 NIA NIA NIA

ooerat1ons

M1ssounNews Honzon

6 WhltechapelCourt

to support ongo

Glen Carbon, L 62034

27-0992279 501(c)(3) 55,000 00 NIA NIA NIA

ooerat1ons

FreedomWorks Foundation


Suite 765

Washington,DC 20001-1564

52-1526916

501CclC3l 100,00000 NIA NIA NIA for the Matching



Suite 360

Arlington,VA 22209-3108

57..0952531

501CclC3l 6,000 00 NIA






Sch I, Grants to Organizations and lndv1duals n the U S.

Part I, Grants o Org_anizationsnd Governmentsn the U.S.

(a)

b)

(c) d) (e)

f)

g) h


Description of Purpo

Organization or Section 1f Cash Grant Non-Cash Valuation (book, FMV, Non-Cash

Gran

Government

Applicable Assistance appraisal,

Assistance Assist

other)

Stewardsof the Range, nc

PO Box 1190

Tavlor, TX 76574

82-0472269 5011cll3l 10,00000

NIA NIA NIA for aeneral ooe

8111f Rights nstitute

200 North Glebe Road

Suite 200

Arhnaton,VA 22203

48-0891418

5011cll3l 20,00000

NIA NIA NIA

for aeneral ooe

FreedomFoundation

PO Box 552

Olvmc1a,WA 98507

94-3136961 501(c)l3l

20,00000 NIA NIA NIA for aeneral ooer

MercatusCenter,GMU


3351 North Fairfax Drive,4th Floor

Arlmoton,VA 22201-4433

54-1436224

501(c)(3)

20,00000

NIA

NIA NIA

for aeneral ooer

YoungAmerica'sFoundation

110 Elden Street

in support of the

Herndon,VA 20170-4891

23-7042029

501(cll3l 20,00000 NIA

NIA NIA Ranch

AmericanEnterprise nstitute

1150 SeventeenthStreet, NW

Washmaton,DC 20036

53-0218495

5011cll3l 40,00000

NIA NIA NIA

for aeneral ooer

Atlas EconomicResearchFoundation

1201 L Street, NW

2nd Floor

Washmaton,DC 20005

94-2763845

501(c)(3)

40,00000

NIA NIA NIA

for aeneral ooer

Capital ResearchCenter

151316th Street, NW

Washmaton,DC 20036-1480

52-1289734

501(c)(3l

40,000 00 NIA

NIA

NIA for oeneral ooer







a) b)

(c)

d) e)

f) g)

h


Amount of

Amount of Method of

Description of

Purpos



Non-Cash

Gran

Government

Applicable

Assistance


Assista

other)

Cato Institute

1000 MassachusettsAvenue, NW


23-7432162 501(c)(3)

$40,000 00 NIA

NIA NIA

for Qeneraloper

Center or lnd1v1dual ights


Suite 300

Washington,DC 20036-1609 52-1600481

501(c)(3) $40,000 00 NIA

NIA NIA

for aeneral ooer

Clare Boothe Luce Policy nstitute

112 Elden Street

Suite P

Herndon,VA 20170

54-1672138

501(c)(3) $40,000 00 NIA

NIA NIA

for aeneral oper

Hentage Foundation

214 MassachusettsAvenue, NE


23-7327730

501(c)(3) $40,000 00 NIA

NIA

NIA

for general ooer

Institute or Justice

901 North Glebe Road

Suite 900

Arllnoton,VA 22203-1854 52-1744337 501(cll3l $40,000 00 NIA

NIA

NIA

for aeneral oper

Mountain States Legal Foundation

2596 South Lewis Way

Lakewood,CO 80227 84-0736725

501(c)C3)


for general oper

National Center or Public Policy Research, nc

501 Capitol Court, NE

Suite 200

Washinoton,DC 20002

52-1226614 501lc)(3) $40,000 00 NIA NIA NIA for aeneral ooer

NationalLegal

&

Policy Center

107 Park WashingtonCourt

Falls Church,VA 22046

52-1750188 501lclf3l $40,000 00 NIA NIA NIA for general ooer





Sch I, Grants o Organizationsand lndv1duals

n

the US


a)

b)

(c)

d)

(e) f) g)

h


Amount of Method of

Descnpt1on f

Purpo

Organizationor Section 1f Cash Grant


Non-Cash

Gran

Government Applicable Assistance


Assist

other)

Public Service Research Foundation

320 D Maple Avenue, East

Vienna, VA 22180 58-1442675 50Hc)(3l 40,000 00

NIA NIA NIA

for general oper

State Policy Network


Suite 360

Arlinaton, VA 22209-3108 57-0952531 50Hc)( 3) 40,000 00 NIA NIA

NIA for aeneral opera

Washington Legal Foundation

2009 Massachusetts Avenue, NW

Washinaton, DC 20036

52-1071570

501(c)(3)

40,000 00

NIA NIA NIA for general opera

Young America's Foundation

110 Elden Street

Herndon, VA 20170-4891

23-7042029 501(c)(3) 40,000 00 NIA NIA NIA

for general opera

Leadership Institute

1101 North Highland Street

Arlinaton, VA 22201

51-0235174

50HclC3l 50,000 00 NIA NIA NIA for aeneral ooera

Pacific Legal Foundation

930 G Street

Sacramento, CA 95814

94-2197343 501(c)(3l

50,000 00 NIA NIA NIA for general opera

Hudson Institute


6th Floor

Washinaton, DC 20005-2705

13-1945157

50HclC3l

100,000 00

NIA NIA

NIA for general opera

Atlas Economic Research Foundation

1201 L Street, NW

2nd Floor

Washington, DC 20005

94-2763845

501Cc)(3l

125,000 00

NIA

NIA NIA

for aeneral opera







a) b)

(c)

d)

(e)

f)

g)

h


Amount of Amount of

Method of

Description of

Purpo



Non-Cash

Gran



Assistance

Assist

other)

Freedom Foundation

PO Box 552

to support 1oum

Olvmo1a,WA 98507 94-3136961

501CclC3l

$30,000 00

NIA NIA

NIA operations

Texas Watchdog

945 McKinney Street

#221

to support ouma

Houston, TX 77002 26-3057133 501Cc)(3l

$51,500 00

NIA NIA NIA ooerallons

DonorsTrust


Alexandna, VA 22314-2903

52-2166327 501Cc)(3l $100,000 00

NIA NIA NIA

for a donor advi

America's Future Foundation

151316th Street, NW

Washinqton,DC 20036

52-1928321

501CclC3)

$10,000 00 NIA

NIA

NIA for qeneral ooer

Stop Educator Sexual Abuse, Misconduct,and

Explo1tat1on



Las Vegas, NV 89141

14-1798248

501Ccl 3l

$25,000 00

N/A N/A NIA for qeneral ooer

One Nation Under God Foundation

414 N Orleans Plaza. Suite 320

Ch1caqo, L 60610

35-2176192 501 c)(3)

$38,000 00

NIA NIA NIA for the llhno1sCh

GeorgetownUniversity

Tocqueville Forum

3240 Prospect St NW, Third Floor

for the Center on

Washington, DC 20007

53-0196603 501(c)(3)

$50,000 00 NIA NIA NIA Const1tut1on

Rhode sland Center or Freedom and

Prospenty

PO Box 10069

Cranston, RI 0291O

45-2805369 501(c)(3)

$20,000 00 NIA NIA NIA for qeneral ooera






in

the U S


(a)

b)

(c) d)

(e) f)

g)

h

Name and Address of EIN IRC Amount of Amount of

Method of Descnpt1on of

Purpos

Organization or



Gran

Government

Applicable


Assist

other)

IndependentWomen's Forum

18751 Street, NW

Suite 500

Washington,DC 20006

54-1670627 501(cl(3l

1,640,00000 NIA NIA NIA for market evalu

Foundation or GovernmentAccountab1hty

15275ColherBoulevard

Suite 201-279

Naples, FL 34119

45-2637507 501(cl(3l 10,000 00

NIA NIA


Donors rust


Alexandria,VA 22314-2903

52-2166327 501(c}(3l 400,000 00 NIA


Illinois TaxpayerEducation Foundation


Suite 1170

Ch1caoo,L 60605-1150

36-3955081

501(c)(3)

7,000 00 NIA NIA NIA for general oper

Franklin Center

1229 King Street

3rd Floor

Alexandna,VA 22314

26-4066298 501Cc)(3l 500,00000 NIA NIA


FederalistSociety


wte

425


36-3235550 501(cl(3l

167,000 00 NIA NIA

NIA for oeneral ooer



Chesterfield,VA 23832

27-1501919

501Cc}(3} 200,00000

NIA NIA NIA for general oper

FrankhnCenter

1229 King Street

3rd Floor

Alexandria,VA 22314

26-4066298

501(c)(3l

800,00000 NIA NIA NIA

for oeneral ooer






n

the U S


a) b)

(c)

d)

(e) f) g)

h

Name and Address of

EIN

IRC Amount of

Amount of Method of

Description of

Purpo


Non-Cash


Gran


Assistance


Assist

other)

GreenhouseSolutions

PO Box 74

Aledo, TX 76008 26-1543859

501(c)(3)

10,000 00

NIA NIA

NIA for research

Spark Freedom

605 Long Branch Road

Lancaster,TN 38569

27-4827443

501(c)(3)

15,000 00

NIA NIA

NIA for general ooer


7130 Placid Street

Las Vegas, NV 89119

88-0276314

501(c)(3)

20,000 00



PO Box 198646

Nashville,TN 37219

20-1808567

501(c)(3)

40,000 00

NIA NIA NIA for general ooer

Georgia Family Educationand Research

Council

3500 Parkway Lane

Suite 460

for the Breakthr

Norcross,GA 30092

58-1928520 5011clf3l 40,000 00 NIA NIA NIA lnit1at1ve

Youth ConferenceMinistries

PO Box 4328

Chattanooga,TN 37405

71-0941809

501(c)(3)

5,000 00

NIA NIA NIA for oeneral ooer


Prosperity

PO Box 10069

Cranston, RI 02910

45-2805369 501(c)(3)

20,000 00 NIA NIA N/A for i:ieneraloper

American Leg1slat1vexchangeCouncil

1101 Vermont Avenue, NW

11th Floor

Wash,naton,DC 20005

52-0140979

501(c)(3)

25,000 00

NIA N/A N/A

for the 2012 Wo





Sch I, Grants to Organizations and lndv1duals n the US


a) b)

(c)

d)

(e)

f)

g)

h


Amount of Method of

Description of

Purpo

Organization or



Non-Cash

Gran



Assistance

Assist

other)

Family Taxpayers Foundation

8 East Mam Street

Caroentersv1lle, IL 60110

36-3895370

5011c)(3l 25,000 00

NIA NIA NIA

for i:,eneral oper

National Orgamzat1on or Mamage Education

Fund

2029 K Street, NW

Suite 300

Washmoton, DC 20006

20-7472471

5011cll3l

125,000 00 NIA

NIA NIA for i:ieneral opera

Rio Grande Foundation

PO Box40336

Albuoueroue, NM 87196 85-0468446 501(cll3l 15,000 00 NIA

NIA NIA for direct mall


PO Box 2801

Boise, ID 83701

26-3783048 5011c)(3) 25,000 00 NIA

NIA

NIA for direct mail

Platte Institute for Economic Research

900 South 74th Plaza

Suite 400

Omaha, NE 68114-4667

20-8809060

501(c)(3)

25,000 00 NIA

NIA

NIA for direct mail

Franklin Center

1229 King Street

3rd Floor

Alexandna, VA 22314

26-4066298 5011c)(3l 25,276 00 NIA NIA NIA for general ooera

llhno1sPolley Institute


Suite 1630

Chicago, IL 60603

41-2057028 501(c\(3l

30,000 00 NIA

NIA

NIA for direct mall


Prospenty

PO Box 10069

Cranston, RI 02910

45-2805369

5011cl13l 30,000 00 NIA NIA

NIA

for direct mail






Part I, Grants o Org_anizationsnd Governmentsn the U.S.

(a)

b)

(c)

d)

(e)

f) g)

h

Name and Address of

EIN IRC Amount of

Amount of Method of

Description of Purpo



Gran


Assistance Assist

other)

North Dakota PolrcyCouncrl

PO Box 3007

Brsmarck,ND 58502

20-8862761 501(c\13l 15,000 00

NIA NIA


Yankee nstrtute

800 ConnectrcutBoulevard

Surte302

East Hartford,CT 06108 52-1358144

501(c)(3)

20,000 00


Advance Arkansas nstrtute

55 FontenayCrrcle

Lrttle Rock, AR 72223

27-0271657 501(c)(3l

25,000 00


Freedom Foundatron f MN


Surte570

Mrnneaoolrs.MN 55402

36-4592698

501(c)(3)


MarneHerriagePolrcyCenter

PO Box 7829

Portland,ME 04112

22-3888250

50Hc)(3)


South Carolina PolrcyCouncrl

1323 PendletonStreet

Columbra,SC 29201-3715

57-0835744

501(c\(3l 30,000 00 NIA NIA

NIA for general ooer

State PolrcyNetwork


Surte 360

Arlrnoton.VA 22209-3108

57-0952531 501(c)(3)

34,898 00 NIA NIA

NIA for program exp

Foundatron or GovernmentAccountabrlrty

15275 Collrer Boulevard

Suite 201-279

Naoles, FL 34119

45-2637507

501(cll3)


for aeneral ooer






n

the U.S


a) b)

(c)

d)

(e)

f)

g)

h

Name and Address of

EIN IRC Amount of Amount of Method of

Description of

Purpo

Organization or


Non-Cash Valuallon (book, FMV, Non-Cash

Gran

Government Applicable Assistance appraisal, Assistance Assist

other)



Denver,CO 80203

84-0990300 5011c)(3) 40,000 00 NIA NIA

NIA

for aeneral ooer


140 West Mam Street

PO Box 568

Midland,Ml 48640-0568

38-2701547

501(c)(3)

40,000 00 NIA NIA NIA for aeneral ooer

OklahomaCouncil of PubhcAffairs


OklahomaC1tv,OK 73104-2801

73-1436375 50Hc)(3) 40,000 00 NIA NIA NIA for ieneral oper


100 South HarringtonStreet

Rale1ah,NC 27603

20-2454741

50Hcll3l 20,000 00

NIA

NIA



PO Box 195

Germantown,MD 20875-0195

52-2199055

501(c)(3l

25,000 00

NIA NIA

NIA for aeneral ooer

Montana Polley nstitute


Suite B

Bozeman,MT 59715

20-2591461

501(c)(3)

25,000 00

NIA NIA

NIA for aeneral ooer


85 DevonshireStreet

8th Floor

Boston, MA 02109-3501

22-2632081

501(c)(3l

25,00000 NIA NIA


Show-Me nstitute

4512 West Pine Boulevard

Saint LOUIS, O 63108

20-1957878

50Hcl(3\ 25,000 00

NIA NIA

NIA

for aeneral ooera





Sch I, Grants to Organizations and lndv1duals n the U S.


(a)

b)

(c)

d)

(e) f)

g)

h


Amount of

Method of

Description of

Purpo



Non-Cash

Gran



Assistance

Assist

other)

WashingtonPolleyCenter

PO Box 3643

Seattle, WA 98124-3643 91-1752769

501(c)(3)

25,000 00

NIA



402 Office Park Drive

Suite 300

Birmingham,AL 35223

63-0809568

501(c)(3) 30,000 00 NIA

NIA NIA for general ooer

CommonwealthFoundation or Public Polley

Alternative

225 State Street

Suite 302

Hamsburg,PA 17101

23-2473845

501(c)(3)


for general oper



Suite 360

Mington, VA 22209-3108

57-0952531

501(c)(3)

111,00000 NIA NIA NIA for oeneral oper

Lucy Bums Institute


Su1te6

Madison,WI 53703-9691

20-8036372

501(c)(3)

150,00000 NIA NIA NIA for general oper

Franklin Center

1229 King Street

3rd Floor

Alexandria,VA 22314

26-4066298

50Hcll3) 600,000 00 NIA NIA NIA for general ooer



Suite 1170

Chicago, L 60605-1150

36-3955081

501(c){3)

7,000 00

NIA NIA NIA for Qeneralooer

Public Polley Foundationof West V1rg1ma

PO Box 1118

to support Journ

Morgantown,WV 26505

20-5955827 501(c)l3)


ooerat1ons





Sch I, Grants to Organizations and lndv1duals 1n he US

Part I Grants o Organizations nd Governments n the U.S.

(a)

b)

(c) d) (e)

(f) g)

h

Name and Address of

EIN IRC Amount of


Purpos



Grant

Government

Applicable


Assista

other)

Freedom Foundation of MN


Suite 570

Minneapolis, MN 55402

3~592698

501(c)(3l

14,000 00 NIA NIA


Freedom Foundation

PO Box 552

Olympia, WA 98507

94-3136961

501(c)(3)

14,000 00

NIA NIA NIA

for 11eneral per

Illinois Policy Institute


Suite 1630

Chicago, IL 60603

41-2057028

501(c)(3)

14,000 00

NIA NIA

NIA for 11eneral pera



Denver, CO 8 0203

84-0990300

501(c)(3)

14,000 00 N/A NIA NIA for Qeneraloper

Maciver Institute

44 East Mifflin Street

Suite 201

Madison, WI 53703

26-2639114 501(c)l3l 14,000 00

NIA NIA NIA for general ooera

Mackinac Center for Public Policy


PO Box 568

Midland, Ml 48640-0568

38-2701547

501(c)(3l


for aeneral oper

Montana Policy Institute


Suite B

Bozeman, MT 59715

20-2591461

501Ccll3l 14,000 00 NIA

NIA NIA

for 11eneral per

Oklahoma Council of Public Affairs


Oklahoma C1tv,OK 73104-2801

73-1436375 501(c)(3)

14,000 00 NIA NIA

NIA

for 11eneral pera






n

the U S.


a)

b)

(c)

d)

e)

f)

g)

h

Name and Address of

EIN

IRC Amount of

Amount of Method of

Description of

Purpo



Non-Cash

Gran

Government

Applicable

Assistance

appraisal,

Assistance

Assist

other)


Prosperity

PO Box 10069

Cranston, RI 02910

45-2805369 50Hcl(3l

$14,175 00 NIA

NIA NIA

for general opera



Suite 360

Arlmi:iton, VA 22209-3108

57-0952531 50Hcl(3l $14, 175 00

NIA

NIA NIA for general opera

Josiah Bartlett Center for Public Polley

PO Box 897

Concord, NH 03302-0897 22-3235650 501(cl(3l $15,000 00

NIA NIA NIA for i:ieneral opera


55 Fontenay Circle


27-0271657

501 cl(3l $25,000 00

NIA NIA NIA for i:ieneral opera

Freedom Foundation

PO Box 552

Olvmo1a, WA 98507

94-3136961 501(c)(3l

$25,000 00

NIA NIA NIA for general opera

Manhattan Institute for Polley Research

52 Vanderbilt Avenue

for Empire State

New York, NY 10017

13-2912529

501 cl(3l $25,000 00

NIA NIA NIA

suooort

Common Sense Institute

2 Berry Lane

Randoloh, NJ 07869

27-0643638 501(c)(3)

$26,500 00 NIA NIA NIA for i:ieneral opera



Suite 360


57-0952531 501(c)(3l

$30,000 00 NIA NIA NIA for aeneral ooera





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


(a)

b)

(c)

d)

(e) f) g)

h

Name and Address of

EIN IRC Amount of


Purpose

Organization or



Grant


Assistan

other)

America's Future Foundation


Washington. DC 20036 52-1928321

501(C)(3)

50,000 00 NIA

NIA

NIA

for program suo



Suite 360

Arlington, VA 22209-3108 57-0952531

501(c)(3)


for general opera

Auschwitz Jewish Center

36 Battery Place

New York, NY 10280 13-3857441 501(C)(3)

100,000 00 NIA

NIA

NIA

for general opera

White Plains Hospital

Development Office, Winslow Hall, Floor 4

in honor of Dr B

41 East Post Road

Dr Carl Weber,

White Plains. NY 10601 13-1740130 501(c)(3)

100,000 00 NIA NIA NIA Wound Center

Spark Freedom

605 Long Branch Road

Lancaster, TN 38569 27-4827443

501CclC3l 105,000 00

NIA

NIA

NIA for general opera




27-1501919

501(c)C3)

150,000 00 NIA NIA

NIA for oroaram suoo

Liberty Foundation of Oklahoma


in support of the

Oklahoma Coty,OK 73104

26-1105474

501(c)C3)

190,000 00

NIA NIA

NIA Proiect



Suite 360

Arl1noton,VA 22209-3108

57-0952531 501(c)(3)

281,340 00 NIA NIA

NIA

for oro1ect uooo






n

the U S

Part 11,Grants o Organizationsand Governments n the U.S.

(a) b)

(c) d) (e)

f) g) h

Name and Address of

EIN IRC Amount of Amount of Method of Descnpt1onof

Purpo

Organization or

Section 1f Cash Grant Non-Cash Valuation (book, FMV, Non-Cash Gran

Government

Applicable

Assistance

appraisal, Assistance Assist

other)

Hudson Institute


6th Floor

WashmAtOn, DC 20005-2705

13-1945157 501(cl(3l

4,000,000 00 N/A

N/A

N/A

for aeneral ooer




Donors Capital Fund Inc 54-1934032

Supporting Statement of:

Form 990 p 9/0ther amt. not included

Description

Cash contributions

Publicly traded stock contributions

Total


Form 990

p

9/Noncash

Description

Contributions of publicly traded stocks

Total


Form 990

p

9/Line 3 Column C

Description

Net UBTI from Caxton Inv LLC

Total


Form 990

p

10/Line 24 col C)-1

Description

Unrelated business income tax

Taxes with held at source on for. dvds.

Personal property tax

Total


Form 990 p 11/Line 17, column A)

Description

Accrued taxes

Amount

44,970,000.

10,284,703.

55,254,703.

Amount

10,284,702.

10,284,702.

Amount

34,802.

34,802.

Amount

61,608.

110.

13.

61, 731.

Amount

25,000.

2



Donors Capital Fund Inc

54-1934032


Form 990 p 11/Line 17, column A)

Description

Total

Supporting Statement of

Form 990 p 12/Part XI, Line 8

Description

Prior year overstatement of grants

Total


Sch D, page 4/Part XII, Line 4b

Description

Prior year overstatemnet of grants

Total

3

Continued

Amount

25,000.

Amount

141,497.

141,497.

Amount

141,497.

141,497.

Donors Capital Fund541934032 2012 09d139e2Searchable

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Transcript of Donors Capital Fund541934032 2012 09d139e2Searchable