Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Form
990
OMB
Chec:klfappl1cable
C Nameoforganizabon Donors
As
DomgBusiness
Numberandstreet(orP O
Addresschange
Namechange
lmbalreturn
D EmployerIdentificationNumber
Inc
Fund,
54-1934032
box If madIs notdelivered
to
streetaddress)
E Telephonenumber
Room/suite
(703)
1305
P.O.
Box
Cityor town, stateor province,
country,andZIPor foreignpostalcode
Whitne
L.
Ball
P.O.
Box
G Grossreceipts $ 5 7 644 , 33 4
H(a) Is thisa groupreturnfor subordinates?
VA
22313
H(blAreallsubordmatesmctuded?
If 'No; attacha hsl (see1nstrucbons)
4947(a)(l) or
527
VA
1305
Alexandria
---------i.;,.;.;;;;;.,;;.;.;.;;."---''"'--.;;..;,.=,....c:....c...;;;....;;._-=,;;;,.;;.;;..._::..;;;...c:....c.__..;;.;;;::..;;;..:..;;.;"""'"-'r--.;;._---,:..;;;;,..;"--'-..;....,i
X 501(c)(3)
501(c) (
) ... Onsertno)
535-3563
22313
Amendedreturn
Alexandria
Apphcabon
pending F Nameandaddressof pnnapalofficer:
Tax-exemptstatus
2013
Department
of theTreasury
InternalRevenueSeMce
Terminated
No 1545-0047
No
H(c) Groupexempbon
number ~
J
K
Formof orgamzabon
l?ar(I.
1
cu
u
ca
CJ
c,o
Trust
Assoaabon
L Yearof formabon
Other
1999
M Stateof legaldomicile MD
Summa
SuEPort IRC 509(a) (1), (2) & (3) or_gs, which alleviateL
thro~h
education,
research and _grivate initiatives,
societ'l'.,s most_pervasive and radical needs, including_ those relatigg
to social_
welfare, health, environment, economics, _governance, fore.!._gRrelations,
and arts and culture;
and which encourftg!_EhilanthroEJ
and individual_givin.9:
and resE,onsibili!J
as an answer to societ'[s
needs, as 012ps,sed to 9:9vernmental
involvement.
2 Check this box .. LJlf the orgamzatton discontinued tis operations or disposed of more than 25% of its net assets.
3 Number of voling members of the governing body (Part VI, hne 1a) . . .
3
9
4 Number of independent voting members of the governing body (Part VI, line 1b)
4
8
5 Total number of individuals employed in calendar year 2013 (Part V, hne 2a).
5
O
6 Total number of volunteers (estimate if necessary) ......
6
7a Total unrelated business revenue from Part Viii, column (C), line 12
7a
3, 9 6 3.
b Net unrelated business taxable income from Form 990-T, line 34
7b
3 , 963
8
9
10
11
12
13
14
,,. 15
(__)
Cl
Grants and similar amounts paid (Part IX, column (A), ltnes-1=3),
, -
21
48,789,482.
901,539.
56,760,141.
56,114,235.
..
902,768.
57,017,003.
-256,862.
854,334.
52,946,215.
-3,255,194.
v:
fJ1) . },IE:JV
l 8 t014 R
~-
Other expenses (Part IX, column (A), Imes 11a-11d, 11f-24e) ~ . ., ='\/ . ~
Total expenses. Add lines 13-17 (must equal Part IX, column (A).-ime 25)- .-
iT ... \.
.-":=.-.-.-...
.Eg
o.!
Current Year
.l:";('""~"'-'.::.:.~~f:l
... ()
....20
.,ID
Prior Year
55,254,703.
1,505,438.
v-o .
c'f
End of Year
36,711,408
286,516.
36,424,892.
z ...
Sign
Here
35,756,879.
115,822.
35,641,057.
President
Date
Paid
Preparer
Use Only
Check
If
PTIN
self-employed
Firm'sname
Firm'saddress
Firm'sEIN ..
Phoneno.
Yes
May the IRS discuss this return with the preparer shown above? (see instructions)
BAA For Paperwork Reduction Act Notice, see the separate instructions.
TEEA0101
11/08/13
No
Part Ill
Donors
Ca ital
Fund,
Inc
Page 2
54-1934032
S~_port
IRC 509(a)
(1),
(2)&(3)
orgs,_which
socie~'s
alleviate,_thro~gll
___________________
_________________________________________
Did the organizabon undertake any significant program services dunng the year which were not listed on the pnor
Form 990 or 990-EZ?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If 'Yes,' descnbe these new services on Schedule 0.
3
4
Did the organization cease conducting, or make significant changes in how 1tconducts, any program services? .
D Yes
[fil
No
[fil
No
Yes
If 'Yes,' descnbe these changes on Schedule 0.
Descnbe the organizabon's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to
others, the total expenses, and revenue, if any, for each program service reported
4 a (Code
) (Expenses
5 2 , 8 2 2 , 5 5 6 . 1nclud1nggrants of
5 2 , O91 , 8 81 . ) (Revenue
O. )
A donor-advised fund PJ~ram for donors seeki~g to s~e_ort !RC 509(a) (1) & 509(a) (2) or_gs, which alleviate, througQ_
education,_research and_private initiatives, socie~'s most .,eervasive and radical needs, includi~ those relatin_g to social_
welfare, health,_environment, economics, g_overnance,foreign relations, and arts and culture;and which encoura_gep)lilanthroe}'_
and individual g1vi~ and re~onsibilit_y as an answer to society_'s needs, as QPe,osedto _governmental involvement.
4b (Code
----
4c (Code
----
) (Expenses
--------
including grants of
-------~
) (Revenue
--------
) (Expenses
--------
including grants of
--------
) (Revenue
--------
.,.
) (Revenue
07/02/13
Donors
Cap1 tal
Fund,
Inc
Page 3
54-1934032
No
Is the organization descnbed in section 501 (c)(3) or 4947(a)(1) (other than a pnvate foundation)? If 'Yes,' complete
Schedule A ..........................................
Section 501(c)(3) organizations. Did the organization engage in lobbying activ1t1es,or have a section 501(h) election
1neffect during the tax year? If 'Yes,' complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . .
Is the organ1zat1ona section 501(c)(4), 501(c)(5), or 501 (c)(6) organization that receives membership dues,
assessments, or s1m1laramounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part Ill
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the nght
to provide advice on the d1stnbution or investment of amounts 1nsuch funds or accounts? If 'Yes,' complete Schedule D,
Part/ . ........................................................
.
Did the organization receive or hold a conservation easement, including easements to preserve open space, the
environment, h1stonc land areas, or h1stonc structures? If 'Yes,' complete Schedule D, Part II . . . . . . . . . . .
Did the organization maintain collections of works of art, historical treasures, or other s1m1larassets? If 'Yes,'
complete Schedule D, Part II/. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the organization report an amount 1nPart X, line 21, for escrow or custodial account liability, serve as a custodian
for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negot1at1on
services? If 'Yes,' complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Did the organization, directly or through a related organization, hold assets in temporarily restncted endowments,
permanent endowments, or quasi-endowments? If 'Yes,' complete Schedule D, Part V . . . . . . . . . . . . . . . .
10
4
5
7
8
10
11
......
x
x
If the organization's answer to any of the following questions 1sYes', 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 1nPart X, line 1O? If 'Yes,' complete Schedule
D, Part VJ. ......................................................
.
11 a
b Did the organization report an amount for investments - other secunlles in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VI/. . . . . . . . . . . . . . . . . . . . . . . .
11 b
c Did the organization report an amount for investments - program related in Part X, line 13 that 1s5% or more of its total
assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . .
11 c
d Did the organization report an amount for other assets 1n Part X, line 15 that 1s5% or more of ,ts total assets reported
1nPart X, line 16? If 'Yes,' complete Schedule D, Part IX ............................
.
11 d
11e
. .
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 positions under FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X
11f
12 a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete
Schedule D, Parts XI, and XII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12a
b Was the organization included 1nconsolidated, 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 opt,onal
12b
x
x
x
14a
x
x
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra,smg,
business, investment, and program service act1v1tiesoutside the United States, or aggregate foreign investments valued
at $100,000 or more? If 'Yes,' complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . .
14b
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any
foreign organization? If 'Yes,' complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . .
15
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to
or for foreign ind1v1duals?If 'Yes,' complete Schedule F, Parts Ill and IV . . . . . . . . . . . . . . . . . . . . . . .
16
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? If 'Yes,' complete Schedule G, Part I (see instructions) . . . . . . . . . . . . . . . . .
17
Did the organization report more than $15,000 total offundra,sing event gross income and contnbut1ons on Part VIII,
Imes 1c and Ba? If 'Yes,' complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
19
20
13
Is the organization a school descnbed in section 170(b)(1 )(A)(u)? If 'Yes,' complete Schedule E.
14 a Did the organization maintain an office, employees, or agents outside of the United States?. . .
17
18
19
Did the organization report more than $15,000 of gross income from gaming activ1t1eson Part VIII, line 9a? If 'Yes,
complete Schedule G, Part II/. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20 a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H . . . . . .
b If Yes' to line 20a, did the organization attach a copy of ,ts audited financial statements to this return?
BAA
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11/08/13
13
20b
Form 990 (2013)
Form990(2013)
IPart
Donors
Capital
Fund,
Inc
54-1934032
Page4
(continued)
Yes
21
22
23
Did the organization report more than $5,000 of grants or other assistance to any domestic organizations or
government on Part IX, column (A), line 1? If 'Yes,' complete Schedule I, Parts I and II . . . . . . . . . . .
21
Did the organization report more than $5,000 of grants or other assistance to ind1v1duals1nthe United States on Part
IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts I and Ill . . . . . . . . . . . . . . . . . . . . . . . . . .
22
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 . ....................................................
.
23
24 a Did the organization have a tax-exempt bond issue with an outstanding pnncipal amount of more than $100,000 as of
the last day of the year, that was issued after December 31, 2002? If 'Yes,' answer lines 24b through 24d and
complete Schedule K. If 'No, 'go to /me 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
x
x
x
24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary penod exception?
No
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?. . . . . . . . . . . . . . . . . . . . . . . . . . . .
24c
d Did the organization act as an 'on behalf of issuer for bonds outstanding at any time dunng the year?
. .
24d
25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person dunng the year? If Yes,' complete Schedule L, Part I .
. .
. .
. .
. .
. .
. .
25a
. .
b Is the orgarnzalion aware that 11engaged in an excess benefit transaction with a disqualified person 1na prior year, and
that the transaction has not been reported on any of the organization's pnor Forms 990 or 990-EZ? If Yes,' complete
Schedule L, Part I
. .
. .
. .
. . .
. .
. .
. .
. .
..
25b
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or
former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If so, complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
..
26
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contnbutor 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 . .
. .
. .
. .
27
Was the organization a party to a business transacbon with one of the following parties (see Schedule L, Part IV
1nstruct1onsfor applicable filing thresholds, cond1t1ons,and exceptions)
a A current or former officer, director, trustee, or key employee? If Yes,' complete Schedule L, Part IV
28a
b A family member of a current or former officer, director, trustee, or key employee? If Yes,' complete
Schedule L, Part IV. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28b
28
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an
officer, director, trustee, or direct or indirect owner? If Yes,' complete Schedule L, Part IV . . . . . . . .
28c
29
29
Did the organization receive more than $25,000 in non-cash contnbutions? If Yes,' complete Schedule M
30
Did the organization receive contnbut1ons of art, histoncal treasures, or other similar assets, or qualified conservation
. .
. .
. .
. .
contributions? If Yes,' complete Schedule M .
31
Did the organization liquidate, terminate, or dissolve and cease operations? If Yes,' complete Schedule N, Part I .
30
31
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If Yes,' complete
Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
32
Did the 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 . . . . . . . . . . . . . . . . . . . . . . .
33
Was the organization related to any tax-exempt or taxable entity? If Yes,' complete Schedule R, Parts II, Ill, IV,
and V, /me 1
. .
. .
. .
. .
. .
. .
34
33
34
35a Did the organization have a controlled enlity within the meaning of section 512(b)(13)? .
. .
b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled
entity within the meaning of section 512(b){13)? If Yes,' complete Schedule R, Part V, fine 2 .........
.
36
37
38
x
x
35a
35b
Section 501~cll3) or~anizations. Did the org_anizat1onmake any transfers to an exempt non-chantable related
organization. ff 'Yes, complete Schedule R, Part V, /me 2 . . . . . . . . . . . . . . . . . . . . . . . . . . .
36
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that 1s
treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI . . . . . . . . . . . .
37
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note. All Form 990 filers are required to complete Schedule O . . .
. .
. .
. .
BAA
TEEA0104
11/11/13
38
Form 990 (2013)
------------------
Donors
Ca ital
Fund,
Inc
54-1934032
Pages
It---+---------~
1aI
....._1_b.._
________
1 a Enter the number reported m Box 3 of Form 1096. Enter -0- 1fnot applicable
b Enter the number of Forms W-2G included m line 1a Enter -0- 1fnot applicable .
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
. .
. .
{gambling) winnings to pnze winners? . . . . . . . . . . . . . . . . . . . . . . . . . .
2 a 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.._
________
b If at least one 1s reported on line 2a, did the organization file all required federal employment tax returns?
_,__-t-_------1r-~
Note. If the sum of Imes 1a and 2a 1sgreater than 250, you may be required toe-file (see instructions)
3 a Did the organization have unrelated business gross income of $1,000 or more during the year?.
b If 'Yes'has11fileda Form990-Tfor this year?If 'No'to line3b,providean explanation
m ScheduleO . .
4 a At any time dunng the calendar year, did the organization have an interest in, or a signature or other authonty over, a
financial account 1na foreign country {such as a bank account, secunt1es account, or other financial 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 prohibited tax shelter transaction at any time dunng the tax year?.
Sa
b Did any taxable party notify the organization that rt was or is a party to a prohibited tax shelter transaction? .
c If 'Yes.' to line Sa or Sb, did the organization file Form 8886-T? .
.
. .
. .
Sb
Sc
6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization
. . . . . . . . . . . . . . .
6a
b If 'Yes,' did the organization include with every solicitation an express statement that such contnbutrons or gifts were
not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
solicit any contnbulions that were not tax deductible as chantable contnbutions?
6b
Organizations
contributions
b If 'Yes,' did the organiza!Jon notify the donor of the value of the goods or services provided?
7a
7b
..
c Did the organiza!Jon sell, exchange, or otherwise dispose of tangible personal property for which 1twas required to file
Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. .
7c
7e
7f
7g
h If the organization received a contnbution of cars, boats, airplanes, or other vehicles, did the organization file a
Form 1098-C?
. . . .
. .
. . .
. .
. .
.
7h
Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the
supporting orgamzat1on, or a donor advised fund maintained by a sponsonng organiza!Jon, have excess business
holdings at any time dunng the year? . . . . .
. . .
. . .
. .
.
.
.
Sponsoring
x
X
9a
9b
a Did the orgamzatron make any taxable d1stnbutions under section 4966? .
b Did the organization make a drstnbutron to a donor, donor advisor, or related person?
10
Section S01(c){7) organizations. Entera lni!Jation fees and capital contnbutions included on Part VIII, line 12.
.
b Gross receipts, included on Form 990, Part VIII, line 12, for pubhc use of club facilities
11
. .
I 1oal
10b
11 a
b Gross income from other sources {Do not net amounts due or paid to other sources
against amounts due or received from them.) . . . . . . . . . . . . . . . .
....._1_1_b.._
________
12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization fihng Form 990 m lieu of Form 1041?.
b If 'Yes.' enter the amount of tax-exempt interest received or accrued dunng the year . . . . . . .....__.._
12 bl
13
--r-----t----1'-----:::--'
g If the organization received a contnbut,on of qualified intellectual property, did the organization file Form 8899
as required? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
maintaining
a Did the organization receive a payment 1nexcess of $75 made partly as a contnbut1on and partly for goods and
services provided to the payer? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
organizations
x
x
~---t-----ct---~
12a
________
~
13a
Note. See the instructions for additional information the orgamzatron must report on Schedule O
b Enter the amount of reserves the organization is required to maintain by the states in
which the organization 1slicensed to issue qualified health plans . . . . . . . . .
c Enter the amount of reserves on hand . .
.
. .
.
.
I 13bl
13c
14a Did the organization receive any payments for indoor tanning services dunng the tax year?.
b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation in Schedule O .
BAA
TEEA0105
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14a
14b
Form 990 (2013)
Capital
Fund,
Inc
54-1934032
Page6
Management and Disclosure For each Yes' response to Imes 2 through 7b below, and for
a 'No' response to line Ba, Bb, or 1Ob below, describe the circumstances, processes, or changes in
Schedule 0. See instructions.
Forrn990(2013)
Donors
IPart VI IGovernance,
Check 1fSchedule O contains a response or note to any line in this Part VI. . . . . . . . . . . . . . . . . . . . . . . . . .
1 a Enter the number of voting members of the governing body at the end of the tax year.
If there are matenal differences in voting rights among members
of the governing body, or 1fthe governing body delegated broad
authonty to an executive committee or s1m1larcommittee, explain in Schedule 0.
2
b Enter the number of voting members included in line 1a, above, who are independent
'--1_b..L..
_______
Did any officer, director, trustee, or key employee have a family relationship or a business relat1onsh1pwith any other
officer, director, trustee or key employee?
. .
. . .
. .
. .
. .
No
_.:::....,
8
2
Did the organization delegate control over management duties customanly performed by or under the direct superv1s1on
of officers, directors or trustees, or key employees to a management company or other person? . . . . . . . . . . .
Did the organization make any significant changes to its governing documents
since the pnor Form 990 was filed? . .
. .
. .
. .
.
4
6
x
x
x
7a
7b
5 Did the organization become aware during the year of a significant d1vers1onof the organization's assets?
. .
. .
. .
. .
. .
6 Did the organization have members or stockholders? .
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? . . .
. .
. .
b Are any governance dec1s1onsof the organization reserved to (or sub1ect to approval by) members,
stockholders, or other persons other than the governing body? . . .
8
Did the organization contemporaneously document the meetings held or written actions undertaken dunng the year by
the following:
a The governing body? .
. . .
. . .
. .
. .
. .
b Each committee with authonty to act on behalf of the governing body?
9 Is there any officer, director, 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
Section B. Policies
x
x
Sa
8b
9
(This Section B reauests information about oolicies not reauired bv the Internal Revenue Code.
Yes
No
10a
10b
11 a
12a
12b
12c
13
x
x
x
14
15a
15b
If 'Yes' to line 15a or 15b, descnbe the process in Schedule 0. (See instructions.)
16a Did the organization invest in, contnbute assets to, or participate in a joint venture or s1m1lararrangement with a
taxable entity dunng the year? . . . . .
. .
.
16a
b If 'Yes,' did the organization follow a wntten policy or procedure requmng the organization to evaluate its
part1cipat1onin 101ntventure arrangements under applicable federal tax law, and taken steps to safeguard the
organization's exempt status with respect to such arrangements?. . . . . . . . . . . . . . . . . . . . .
16b
. . . .
. .
. . .
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed ...
18
Section 6104 requires an organization to make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501 (c)(3)s only) available for public
inspection Indicate how you make these available. Check all that apply.
Own website
Another's website
~ Upon request
Other (exp/am m Schedule OJ
19
20
.. the
BAA
0q_anization
____
the
Orq_anization's
TEEA0106
_Address
07/02113
__________________
(703)
535-3563
Form 990 (2013)
Form990(2013)
Donors
Ca ital
Fund,
Inc
54-1934032
Page7
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule O contains a response or note to any hne 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 w1th1nthe
organization's tax year.
List all of the organization's current officers, directors, trustees (whether md1v1dualsor organizations), regardless of amount of
compensation. Enter -0- m columns (D), (E), and (F) 1fno compensation was paid.
List all of the organization's current key employees, 1fany. See instructions for definition of '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
organi;zat1on 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 m the following order: md1v1dualtrustees or directors; institutional trustees, officers, key employees; highest compensated
employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
(A)
(B)
Average
hours per
week (hst
any hours
for related
orgamzalions
below
dotted
hne)
Q ::,
=i
:5
"'a.
oc
e=-
...
S"
CD
0
:::,
~~
:::,
a. g.
(2)
_(3)
-~)
_ (5)
_ (6)
_ (?)
_(8)
(9)
Me_yerson ________
Chairman/BoD
Kimberl_y _0 Dennis _____
Vice Chairman
I Sec.
Whitney
L Ball------President
Arthur
Brooks ________
Board
Member
Steven
Hay_ward _______
Treas./BoD
Kris_Alan
Mauren ______
Member
Board
William
H Mellor ______
Member
Board
R~!=r
R Ream _________
Member
Board
John Von Kann on
Member
Board
Jeffr~
C Z_ysik ______
Treas.
Asst.
"'
(14)
---------------------
BAA
<1><1>
8
~
::,
"'
g;
...
organ,zat.Jon
and related
organizations
!ii
x
15.00
30.00
_ l .,_0.Q
0.
0.
0.
0.
0.
0.
0.
x
1.
219,000.
21,900.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
so
1. 00
_ l.,_0.Q
1. 00
1.00
l Q..,_O.Q
__________________
0"'u,
'<
1. 00
J10)
~3L
3 -
(F)
Esbmated
amount of other
compensation
from tl1e
a.
----
--------------------~~ ------------------
,:,
<t> I
"2. '-
(E)
Reportable
compensabon from
related orgam;zabons
(W-2/1099-MISC)
_ l .,_S.Q
--------------------(11)
(1)
~
(1)
ct)
_m Adam
;,a
(D)
Reportable
compensation from
the orgamzat1on
(W-2/1099-MISC)
35.00
0.
187,750.
18,775.
----------
----
TEEA0107
07/08113
Donors
Caoital
Fund
Inc
54-1934032
Emplovees
I Part VII !ISection A. Officers, Directors, Trustees, Kev Emplovees, and Hiahest Compensated
(C)
(B)
(A)
Name and btle
Average
hours
per
week
(hst any
hours
for
related
orgamza
-bons
below
dotted
line)
Page 8
{conlmued)
Pos1bon
(do not check more than one
box, unless person ,s both an
officer and a d1rector/trustee)
IQ g
::,
<1> I
J,g. ci'
3 ~
~
!l1 ~ ~~
!l1
<1>
~ ~
"O
g
I<
~i
('I)
('I)
(D)
(E)
Reportable
compensabon from
the organizabon
(W-2/1099--MISC)
(F)
Esbmated
amount of other
compensabon
from the
organizabon
and related
organizations
Reportable
compensabon from
related organizabons
(W-2/1099--MISC)
f "'j
:::,
"'
lo
"'
Cl)
a.
~SL ________________________
---
~~ ------------------------
---
(17)
---------------------------
---
(18)
---------------------------
---
(19)_________________________
---
(20)
---------------------------
---
(21)
---------------------------
---
(22)
---------------------------
---
~~ ------------------------
---
~~ ------------------------
---
(25)_________________________
1 b Sub-totalc Total from continuation
2
---
...
...
...
0.
406,750.
40,675
3
4
Did the organization hst any former officer, director, or trustee, key employee, or highest compensated employee
..
..
..
on line 1a? If Yes,' complete Schedule J for such md1v1dual
'
..
For any individual hsted on hne 1a, 1sthe sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,000? If Yes' complete Schedule J for
such md1v1dual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
....
Did any person listed on ltne 1a receive or accrue compensation from any unrelated organization or ind1v1dual
for services rendered to the organization? If Yes,' comalete Schedule J for such aerson ..
. ..
No
'
x
x
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 within the organization's tax year.
Total number of independent contractors (including but not limited to those hsted above) who received more than
$100,000 of compensatt0n from the organization
BAA
(C)
Compensation
(B)
Descnpt1on of services
(A)
Name and business address
...
I
TEEA0108
11/11/13
Donors
Form990(2013)
Ca ital
Fund,
Inc
54-1934032
Page 9
.. o
Check 1fSchedule O contains a response or note to any line m this Part VIII
(A)
Total revenue
~~
'o
CJ :I!:
b Membership dues
1b
c Fundra1smg events .
1c
t:: a:
d Related organizations
1d
e Governmentgrants(contnbut1ons)
1e
- a:
iil j!:
ii:O
f All othercontnbutions.
Pi1fts,
grants,and
similaramountsnot incudedabove. .
1f
8<
.,, cC
a:s
..;z
~in
l-1&,1
g Noncashcontnbut1ons
includedin lines1a-lf
.... Cl
Zz:
(D)
Revenue
excluded from tax
under sections
512-514
Unrelated
business
revenue
1a
1 a Federated campaigns
I!?
(C)
(B)
Related or
exempt
function
revenue
48 789.482.
0.
48 789
482.
Business Code
:z:
...... 2a
ii:i
----------------a:
...... b -----------------
!::!
a:
......
.,,
~
a:
CJ
e
----------------f All other program service revenue
a:
>
-----------------
-----------------
Royalties.
583.576.
0.
317
963.
0.
0.
49 691
021.
0.
3. 963.
3 963.
579
613.
(1)Real
(11)Personal
(1) Secunbes
(11)Other
6 a Gross rents
b Less rental expenses
c Rentalincomeor Ooss).
8.271.276.
7.953
317
313.
963.
~
a:
a:
......
.....
0
:c
a
b
b
c
11 a
317.963.
Business Code
-----------------
-----------------
-----------------
BAA
TEEA0109
07/08/13
897
576.
Capita
Donors
Fun d I
54 - 1934032
Inc
p age 10
2
3
52.091
.I I
(D)
Fund raising
expenses
881.,
52.091
881.
..
5
6
9
10
11
..
Payroll taxes
a Management .
blegal.
c Accounting .
d lobbying . .
e Professionalfundra1sing
servicesSeePart IV. line 17
Office expenses
14
Information technology .
15
Royalties.
16
Occupancy ...
17
Travel
18
19
20
21
Payments to affiliates .
22
23
24
Insurance ....
Other expenses. Itemize expenses not
covered above (List miscellaneous expenses
1nline 24e. If line 24e amount exceeds 10%
of line 25, column {A) amount, list line 24e
expenses on Schedule 0.) .
93.
14 293.
93.
0.
14.293.
0.
0.
93 888.
0.
93.888.
0.
0.
4 230.
4.230.
0.
0.
..
..
..
..
Taxes _________________
b Adrnin services
__________
c R~gj.stration_fees
________
d Bank_fees
______________
9 285.
. ..
25
26
?
7?f,
9.285.
()
7<;4
7?F.
':\<;?
0.
,<;?
-:iqq
()
()
f, f,
375.
52 946 215.
52.822
0.
556.
0.
7 <;4
()
()
0
0
0
':\QQ
F, f, _C:,
375.
123.659.
0.
o.
BAA
TEEA0110
11108/13
D onors
c api
't a 1 F un d
'
I nc
..
.. ..
(A)
Beginning of year
Cash - non-interest-bearing . .
Savings and temporary cash investments
3
4
s
s
E
T
7
8
9
. . ..
L
I
A
B
I
L
I
T
I
E
16
17
18
19
20
21
22
23
24
25
26
N
E
T
A
s
s
E
T
s
0
27
28
29
...
lnventones for sale or use
Prepaid expenses and deferred charges .
8
9
10a
10b
13 016.736.
..
Intangible assets . ..
Other assets. See Part IV, line 11
2,118,652.
36 711. 408.
25.000.
10c
11
12
13
14
15
16
17
18
19
20
21
23
24
..
..
c
E
s
32
33
34
21 864 048.
1.402,261.
35,756.879.
18,360.
I
22
261 516.
286,516.
26
97 462.
115 822.
27
35 641 057.
25
complete
I
36 424.892.
28
29
..
A
L
A
N
I
6
7
12,490,570.
Loans and other receivables from other disqualified persons (as defined under
section 4958(f)(1)), persons descnbed m section 4958(c)(3)(B), and contnbutmg
employers and sponsonng organizations of section 501 (c)(9) voluntary employees'
beneficiary organizations (see instructions) Complete Part II of Schedule L
30
31
~~~:~rJol~e~.
~~d_h'.g~e~t_c~n:ip~~s~t~de_m~1~~e:s:~0~~1~t~ .
Organizations that do not follow SFAS 117 (ASC 958), check here ...
and complete lines 30 through 34.
.I I
(B)
End of year
Loans and other receivables from current and former officers, directors,
..
3
4
12
21,576,020.
~~~t11e~1
6
p age 11
54 - 1934032
30
31
32
..
. . ..
BAA
36 424.892.
36. 711. 408.
33
34
35.641.057.
35.756
879.
Form 990 (2013)
TEEA0111
07108113
Part XI
Donors
Reconciliation
Ca ital
Fund,
Inc
54-1934032
of Net Assets
..... n
Check 1fSchedule O contains a response or note to any hne in this Part XI.
1
Total revenue (must equal Part VIII, column (A), hne 12)
2
3
4
5
6
7
8
Total expenses (must equal Part IX, column (A), hne 25) . . . . . . ....
Revenue less expenses. Subtract hne 2 from line 1 . . . . . . . . . . . . . .
Page 12
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)).
Net unrealized gains (losses) on investments .
1
2
3
4
5
6
49 691. 021.
52 946 215.
-3 255 194.
36.424.892.
2.471.359.
8
9
1 O Net assets or fund balances at end of year. Combine Imes 3 through 9 (must equal Part X, hne 33,
column (B)). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
I Part
XII
I Financial
10
35 641. 057.
.n
Check 1fSchedule O contains a response or note to any hne in this Part XII
Yes
1
@Accrual
Ocash
If the organization changed its method of accounting from a prior year or checked 'Other,' explain
1nSchedule O
2 a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . ..
If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a
separate basis, consolidated basis, or both.
O
Separate basis
Oconsohdated
basis
Osoth
No
Oother
2a
2b
2c
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
@consolidated basis
O Both consolidated and separate basis
c If 'Yes' to hne 2a or 2b, does the organization have a committee that assumes respons1b1lityfor oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . ..
If the organization changed either its oversight process or selection process during the tax year, explain
1nSchedule O
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1nthe Single
Audit Act and OMB Circular A-133? ..........................................
b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why 1nSchedule O and describe any steps taken to undergo such audits . . . . . . . . . . . . . . .
BAA
3a
3b
Form 990 (2013)
TEEA0112
07/08/13
Information
Capital
2013
or a section
Donors
OMS No 1545-004 7
Open to Public
Inspection
is
Employer ldent1ficatlon
Fund,
Inc
number
54-1934032
I Part I I Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization 1snot a pnvate foundation because 1t1s (For lines 1 through 11, check only one box.)
1
2
A medical research organization operated in conjunction with a hospital described in section 170(b)(1 )(A)(iii). Enter the hospital's
name, city, and state:
D An organization operated for the benefit of a college or university owned or operated by a governmental unit descnbed in section
170(b)(1)(A)(iv). (Complete Part II )
A federal, state, or local government or governmental unit descnbed in section 170{b){1)(A)(v).
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
1nsection 170(b)(1)(A)(vi). (Complete Part II.)
DA community trust descnbed in section 170(b){1)(A)(vi). (Complete Part 11.)
6
7
0 from
An organization that normally receives (1) more than 33-1/3% of its support from contributions. membership fees, and gross receipts
act1v1t1esrelated to its exempt functions - subJect to certain exceptions, and (2) no more than 33-1/3% of its support from gross
10
11
investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after
June 30, 1975 See section 509(a)(2). (Complete Part 111.)
An organization organized and operated exclusively to test for public safety See section 509(a)(4).
An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box that
descnbes the type of supporting organization and complete lines 11e through 11h.
IB]
a ~Type I
b Orype II
c O Type Ill - Functionally integrated
d O Type Ill - Non-functionally integrated
e O By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons
other than foundation managers and other than one or more publicly supported organizations described 1nsection 509(a)(1) or
section 509(a)(2).
:~P~
'.:Y_P~
I~~r :~P~
'.II
.s~p~~rt'.n~~r~anizat1on, . . . . . . . D
Since August 17, 2006, has the organization accepted any gift or contnbut1on from any of the following persons?
Yes
(i)
A person who directly or indirectly controls, either alone or together with persons descnbed in (11)and (iii)
below, the governing body of the supported organization? . . ..
11 g (i)
(ii)
11 g (ii)
(ll)EIN
(Iv) Is the
orgamzabon in
column (1)hsted ,n
your govemmg
document?
Yes
(A)
See continuation
11 g (iii)
No
Yes
No
(v1) Is the
orgamzabon in
column (I)
organized m the
US?
Yes
No
x
x
x
No
paoes
(B)
(C)
(D)
(E)
Total
BAA For Paperwork Reduction Act Notice, see the Instructions
52,091,881.
for Form 990 or 990-EZ.
TEEA0401
06/28113
Donors
ScheduleA(Form990or990-EZ)2013
IPart II Isupport
Capital
Fund,
Inc
Page 2
54-1934032
(Complete only 1fyou checked the box on line 5, 7, or 8 of Part I or 1fthe organization failed to qualify under Part Ill. If the
organization fails to qualify under the tests listed below, please complete Part Ill )
S ec1on
f
A P u bl"IC S uppo rt
Calendar year (or fiscal year
beginning in) ...
and
1 Gins,grants.contributions,
membership
feesreceivedo/o not
includeany unusualgrants .
2
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
. ..
Sfec1on BTtlSoa
unno rt
.. . . .
10
(a) 2009
..
11
12
13
.............................
12
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....
ort Percenta e
Public support percentage for 2013 (line 6, column (f) d1v1dedby line 11, column (f))
Pubhc support percentage from 2012 Schedule A, Part II, hne 14 .........
14
15
%
%
16a 33-1/3% support test - 2013. If the organization did not check the box on hne 13, and the line 14 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a pubhcly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . .
b 33-1 /3% support test - 2012. If the organization did not check a box on line 13 or 16a, and hne 15 1s33-1 /3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . .
17 a 10%-facts-and-circumstances
test - 2013. If the organization did not check a box on lrne 13, 16a, or 16b, and lrne 14 is 10%
or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explarn in Part IV how
the organization meets the 'facts-and-circumstances' test. The organization quahfies as a pubhcly supported orgarnzatron . . .
b 10%-facts-and-circumstances
test - 2012. If the organization drd not check a box on hne 13, 16a, 16b, or 17a, and lrne 15 is 10%
or more, and rf the organization meets the 'facts-and-circumstances' test, check thrs box and stop here. Explain rn Part IV how the
organization meets the 'facts-and-circumstances' test. The organization quahfies as a pubhcly 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 rnstructrons ..
BAA
...... 0
...... D
. . ....D
TEEA0402
06/28/13
ScheduleA(Form990or990-EZ)2013
lP:.aat:m
Support
Ca ital
Donors
Fund,
54-1934032
Inc
Pagel
(Complete only 1fyou checked the box on line 9 of Part I or 1fthe organrzatron failed to qualify under Part II. If the organization falls
to qualify under the tests listed below, please complete Part II )
Section A. Public Su
II
ort
(a) 2009
(c) 2011
(b) 2010
(d) 2012
(e) 2013
(f) Total
Total Support.
(a) 2009
(b) 2010
(d) 2012
(e) 2013
(f) Total
ort Percenta
Public support percentage for 2013 (lrne 8, column (f) divided by line 13, column (f))
Public support percentage from 2012 Schedule A, Part Ill, line 15. . . . . . . . . .
(c) 2011
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organizalton, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... _
15
16
Investment income percentage for 2013 (line 10c, column (f) d1v1dedby line 13, column (f)).
Investment income percentage from 2012 Schedule A, Part Ill, line 17 ..........
.
17
18
19a 33-1/3% support tests - 2013. If the organization did not check the box on line 14, and line 15 1smore than 33-1/3%, and line 17
,snot more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .....
b 33-1/3% support tests - 2012. If the organization drd not check a box on line 14 or line 19a, and line 16 rs more than 33-1/3%, and
line 18 rs not more than 33-1/3%, check this box and stop here. The organrzatron qualifies as a publicly supported organization .. .
20 Private foundation. If the organrzatron drd not check a box on line 14, 19a, or 19b, check thrs box and see instructions .......
.
BAA
TEEA0403
06/28/13
%
%
. ...D
. ...
....
ScheduleA(Fonn990or990-EZ)2013
Donors
Ca ital
Fund,
Inc
54-1934032
Page4
PartIV;l Supplemental Information. Provide the explanations required by Part 11,line 10; Part II, line 17a
or 17b; and Part Ill, line 12. Also complete this part for any additional information.
(See instructions).
BAA
06/28/13
SCHEDULED
(Form 990)
Department of the Treasury
I ntemal Revenue Serv1ce
Name of the organization
Donors
IPart I
Capital
Supplemental
OMB No 1545--0047
Financial Statements
2013
Open to Public
Inspection
Fund,
Inc
54-1934032
......
14 .
Did the organization inform all donors and donor advisors m writing that the assets held m donor advised funds
are the organization's property, subject to the organization's exclusive legal control? . . . . . . . . . . . . .
Did the organization inform all grantees, donors, and donor advisors in wntmg that grant funds can be used only
for chantable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
1mperm1ss1bleprivate benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes
Part II
1
48,677,677.
52, 091, 881.
35,382,493.
Purpose(s) of conservation easements held by the organization (check all that apply).
2b
2c
d Number of conservation easements included in (c) acqu1red after 8/17/06, and not on a h1stonc
structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
4
5
No
Conservation Easements.
Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
Preservation of land for public use (e.g., recreation or education)
Protection of natural habitat
. IB)Yes
2d
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization dunng the
tax year ...
Number of states where property subject to conservation easement 1slocated ...
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of v1olat1ons,
and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Staff and volunteer hours devoted to monitonng, inspecting, and enforcing conservation easements dunng the year
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements dunng the year
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)(B)(11)? ....................................
In Part XIII, describe how the organization reports conservation easements m its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that descnbes the organization's accounting for
conservation easements.
..
0Yes
...
...$ _______
0Yes
1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, histoncal treasures, or other similar assets held for public exhib1t1on,education, or research m furtherance of public service, provide,
1nPart XIII, the text of the footnote to its financial statements that descnbes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
h1stoncal treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the
following amounts relating to these items
(i) Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . $ ________
(ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
$ ________
_
_
If the organization received or held works of art, h1stoncal treasures, or other s1m1larassets for financial gain, provide the following
amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . .
. . . . . . .
. $
.... $
b Assets included 1nForm 990, Part X . . . . . . . . . . . . . . . . . .
~--------
TEEA3301
10/02/13
ScheduleD(Fonn990)2013
.Pait III
3
J Organizations
Donors Ca ital
Fund, Inc
54-1934032
Page2
Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Using the organization's acqu1s1tion,accession, and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
b
c
4
5
d
Loan or exchange programs
Public exh1b1t1on
e
Other
Scholarly research
Preservation for future generations
Provide a descnption of the organization's collections and explain how they further the organization's exempt purpose m
Part XIII
Dunng the year, did the organization solicit or receive donations of art, histoncal treasures, or other s1m1larassets
to be sold to raise funds rather than to be maintained as part of the organization's collection?. . . . . . . . . . .
Part IV
Yes
No
Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' to Form 990, Part IV,
line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other mtenned1ary for contnbut1ons or other assets not included
on Fonn 990, Part X?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0 Yes
b If 'Yes,' explain the arrangement in Part XIII and complete the following table.
Amount
1c
1d
c Beginning balance . . . . .
d Additions dunng the year . .
e D1stnbut1onsdunng the year
f Ending balance. . . . . . .
1e
1f
.LJYes
2 a Did the organization include an amount on Form 990, Part X, line 21?
b If 'Yes,' explain the arrangement in Part XIII. Check here if the explantion has been provided in Part X Ill
!Part V
IIEndowment Funds. Comolete if the oraanization answered 'Yes' to Form 990, Part IV, line 10.
(a) Currentyear
~No
(c) Twovearsback
(b) Priorvear
(d) Threevearsback
(e) Fourvearsback
36,269,849.
48,677,677.
35,566,731.
55,254,703.
31,734,450.
60,622,937.
55,375,240.
14,575,630.
55,286,390.
56,570,167.
3,276,729.
52, 091, 881.
2,478,964.
56,114,235.
497,225.
56,612,510.
3,761,905.
41,100,998.
3,917,740.
59,778,237.
23,529.
726,352.
35,382,493.
205,355.
710,959.
36,269,849.
12,686.
662,685.
35,566,731.
496,574.
380,753.
31,734,450.
0.
620,820.
55,375,240
.
3 a Are there endowment funds not m the possession of the organization that are held and administered for the
organization by
(i) unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . .
(ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Yes
. 3a(ii)
x
x
3b
!Part VI
No
. 3a(i)
,!Land,
(c) Accumulated
deorec1at1on
I
1 a Land .
b Buildings.
c Leasehold improvements .
d Equipment
e Other.
Total. Add Imes 1a throuCJh1e (Column (d) must equal Form 990, Part X, column (B), /me 10(c).)
...
Schedule D (Form 990) 2013
BAA
TEEA3302
10/02/13
Donors ca ital
Fund
Inc
54-1934032
Page3
Investments - Other Securities.
Com lete if the or anization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
ScheduleD(Form990)2013
Part VII
(b) Bookvalue
(a) Descnpt1on
of secuntyor categoryOncluding
nameof secunty)
-1---------+---------------------1---------+--------------------1--------1--------------------1---------r--------------------1---------t---------------------1---------t---------------------1---------+--------------------1--------1--------------------1---------r--------------------1---------r---------------------.
______________________
(A) - - - - - - - - - - - - - - - - - - - - - - - - -
(8) - - - - - - - - - - - - - - - - - - - - - - - - (C) - - - - - - - - - - - - - - - - - - - - - - - - -
x , rine 13
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Columnfbl musteaualForm990 PartX columnfBI !me 13J
!Part IX
IOther
-~
As~ets.
Com lete 1fthe or anizat1on answered 'Yes to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
a Descn t1on
Investment
Investment
in
in
Caxton
Select
DCF LLC
b Book value
LLC
623 573.
778 688.
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, column (B), !me 15.) .
Part X
1,402,261.
Other Liabilities.
ComoIete'fI the oraamza
. t'tonanswere
d 'Yes' to Farm990 Part IV, I'me11e or 11f. See Farm990,PartX, ine 25
'
Inc.
of stock
97.462.
0.
(6)
(7)
(8)
(9)
(10)
(11)
Total. (Column(b) musteaualForm990,PartX, column(B) /me25) . .. ~
97,462.
2. Llabil1ty
for uncertaintax pos1t1ons
In PartXIII,providethe textof thefootnoteto theorgamzallon's
financialstatements
thatreportsthe orgamzat1on's
liabilityfor uncertain
tax positionsunderFIN48 (ASC740) Checkhere1fthetextof thefootnotehasbeenprovidedin PartXIII . . . . . . . . . . . . . . . . . . . . . . . . .
BAA
TEEA3303
10/02/13
ScheduleD(Fonn990)2013
ea
Donors
Ca
ital
Fund,
Inc
Page4
54-1934032
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return.
Complete if the organization answered Yes' to Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements ......
Amounts included on lme 1 but not on Fann 990, Part VIII, line 12
52,162,380.
2a
2b
2,471,359.
2c
2d
2,471,359.
49,691,021.
I::I
. . . . . . . . . . . . . . . .
i--~+-~~~~~~~~
4 9 , 6 91 , O21.
. . . . . . . . . . . . . . . .
II Reconciliation of Expenses per Audited Financial Statements With Expenses per Return.
Complete if the organization answered Yes' to Form 990, Part IV, line 12a.
2
52,946,215.
52
946
215.
52
946
215.
I::I
Provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, hnes 1a and 4; Part IV, lines 1b and 2b, Part V,
hne 4, Part X, hne 2, Part XI, Imes 2d and 4b, and Part XII, lines 2d and 4b. Also complete this part to provide any add1t1onalmfonnat1on.
Pt
Pt
V Line_
Line_4
_____
4 _____
The_Or_ganization'
a donor-advised
s guasi-endowrnent
fund_prog_ram
funds
are
used
for--------------
________________________________
BAA
TEEA3304
10/02/13
BAA
Donors
Ca
ital
Fund,
Inc
TEEA3305
54-1934032
07/01/13
Page 5
OMB No 1545--0047
SCHEDULE I
(Form 990)
2013
Complete if the organization answered 'Yes' to Form 990, Part IV, line 21 or 22.
Attach to Form 990.
Department of the Treasury
lnlemal Revenue Service
Employer Identification
Donors Capital~Fund,~nc
54-1934032
l~ll.rGeneral
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' ellg1b1htyfor the grants or assistance, and
the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
number
~Yes
0No
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
ltliffl[I
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(b) EIN
(g) Descnpt1on of
non.cash assistance
J~-----------------J~-----------------J~-----------------J~-----------------J~------------------
J~-----------------J~-----------------2
Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA3901
07/12/13
14.4
0
Donors Ca ital
Fund, Inc
54-1934032
[l?a'iftllllGrants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22.
Part Ill can be duplicated if additional space is needed.
Schedulel(Form990)(2013)
(d) Amount of
non-cash assistance
(c) Amount of
cash grant
(b) Number of
rec1p1ents
Page2
1
2
5
6
7
ll!IJllJSupplemental
Pt
Information. Provide the information required in Part I, line 2, Part Ill, column (b), and any other additional information.
I Line_2
______
Each .9rant
Pt _I Line_2
______
will
Pt I Line_2
_____
All_q_rants
Pt_I
Line_2
______
the_oversi.9ht
Pt_!
Line_2
______
re.9ulations_~plicable
Pt I Line_2
______
are_not_to
not
is
accomeanied
be_used
are
by a letter
to_benefit_an_y
made_to
provided
be used
for
_disgualified
U.S._50l(c)
such
that
if
lobbyin_g_or
.9rant_is
for
charities._The
States_and_individual
charities.
the
_F!:rson_or
(3) public
bY.. United
to
statinq_
Grantees
an_y typ}'!_of
BAA
lobbyin.9_or
eolitical
must_a.9ree
that
activity_.
_______________
_pu~oses
relies_u_psm
Or.9anization
states'_rules
e_olitical
acceeted_it
the ________
and ____________________
g:rant
funds
._______
_
_
_
_
----------------
_________________________
TEEA3902 07/12/13
Compensation
SCHEDULE J
(Form 990)
Information
OMB No 154~047
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
.,...Complete If the organization answered 'Yes' on Form 990, Part IV, line 23.
.,...Attach to Form 990. .,...See separate instructions.
.,... Information about Schedule J (Form 990) and its instructions
is
at www.irs.govHorm990.
2013
Open to Public
Inspection
54-1934032
Donors Caoital
Fund, Inc
!Part I I Questions Regarding Compensation
Yes
No
1 a Check the appropnate box{es) if the organization provided any of the following to or for a person listed in Form 990, Part
VII, Section A, line 1a Complete Part Ill to provide any relevant information regarding these items.
O
fees
O Health or social club dues or 1nit1at1on
0Personal
b If any of the boxes on line 1a are checked, did the organization follow a wntten policy regarding payment or
reimbursement or provision of all of the expenses described above? If 'No,' complete Part Ill to explain . . . . .
2
3
Did the organization require substantiation pnor to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and officers, including the CEO/Executive Director, regarding the items checked m line 1a? .......
Owntten
employment contract
Ocompensation
0Approval
survey or study
Dunng the year, did any person listed 1nForm 990, Part VII, Section A, line 1a with respect to the filing organization
or a related orgamzat,on
a Receive a severance payment or change-of-control payment? . . . . . . . . . . .
b Participate m, or receive payment from, a supplemental nonqual1fied retirement plan?
c Part1c1patem, or receive payment from, an equity-based compensation arrangement?
If "Yes' to any of Imes 4a-c, list the persons and provide the applicable amounts for each item m Part Ill.
Only section 501(c){3) and 501{c)(4) organizations
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's
CEO/Executive Director Check all that apply. Do not check any boxes for methods used by a related organization to
establish compensation of the CEO/Executive Director, but explain m Part Ill.
O Compensation committee
O Independent compensation consultant
4
1b
4a
4b
4c
x
x
x
For persons listed m Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of.
a The orgamzat1on? . . . . . . . . . .
Sa
Sb
x
x
For persons listed m Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The orgamzat,on? . . . . . . . . . . . .
b Any related orgamzat1on?. . . . . . . .
6b
x
x
,__,_,_J
6a
For persons listed m Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not descnbed m Imes Sand 6? If "Yes,' descnbe 1nPart Ill . . . .............
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject
to the initial contract exception descnbed in Regulations section S3.49S8-4{a){3)?
If "Yes,' describe 1nPart Ill . . . . . . . . . . . . . . . . . . .......
If "Yes' to line 8, did the organization also follow the rebuttable presumption procedure descnbed in Regulations
section S3.49S8-6{c)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .....
TEEA4101
07/08/13
9
Schedule J (Form 990) 2013
Donors Capital
Fundr Inc
54-1934032
Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
ScheduleJ(Form990)2013
Page 2
For each individual whose compensationmust be reported in Schedule J, report compensationfrom the organizationon row (i) and from related organizations,described in the instructions on
that are not listed on Form 990, Part VII.
row (11).Do not list any 1nd1v1duals
Note. The sum of columns (8)(1)-(111)
for each listed ind1v1dual
must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable columns (D) and (E) amounts for that individual.
(B)Breakdown
ofW-2and/or1099-MISC
compensation
(A) Name and Title
Whitney
L Ball
Pre_sid_e_nt
Jeffrey
C Zysik
2 Asst.
T_reas.
(I) Base
compensation
(il
(ii)
(il
(iil
(lll)Other
reportable
compensation
o.
L
I
189,
L
I
o. ______ 0.
16 2, 7_5.Q___._ 2_5_,000.
---
~~
(C) Retirement
and other
deferred
compensation
--
(D) Nontaxable
benefits
deferred in prior
Form 990
21, 9Q~_j--
__
1-______ O.
Q. --
18,~
Icolumns(B)(1)-(D)
(E) Total of
l(F) Compensation
reported as
~---
-ll
~
240. 90~:4------
:r-
-------~--------~--------1--------
-------~--------~-------~--------
(i)
(ii)
(i)
(ii)
(i) I- - - - - - - (ii)
(i)
(ii)
I- - - - - - - -
(i)
(ii)
I- - - - - - - -
8
9
(ii)
I- - - - - - - -
______________
_
_ --------1-------______________
_______________ ---------f-------________,._______
_ --------1-------_______ _______
_ --------1-------_______
_.,._______
_ ______________
_
.......
.......
.......
.....,.
(i) I- - - - - - - -
.....
10
(i) I- - - - - - - (ii)
11
(i) I- - - - - - - (ii)
12
(I)
(ii)
13
(i) I- - - - - - - (ii)
-------~--------~-------~--------
14
(i)
(ii)
-------~--------~--------1--------
15
(i) I- - - - - - - (ii)
-------~--------~-------~--------
16
(i) I- - - - - - - (ii)
-------~--------~-------~--------
BAA
:4------~:
206, 5_2_~
(i) I- - - - - - - (ii)
~:
i- - - -
----------------+-------~--------
--------t--------
- - - -
I- - - - - - - -
TEEA4102
07/08/13
Donors
:ll?iiilllllI
Supplemental
Information
Capital
Fundt
Inc
Page 3
54-1934032
Providethe information,explanation,or descriptionsrequiredfor Part I, lines 1a, 1b, 3, 4a, 4b, 4c, Sa, Sb, 6a, 6b, 7, and 8, for Part II. Also
completethis part for any additionalinformation.
Pt I_1ine_3
______
The_related_organization
Pt _I Line_3
______
comQ_ensation
uses
a_comQ_ensation
990 of_other
BAA
committee..L_qp_proval
orgp.nizations_to
b_y_the _____________________
set
compensation.
______________
_
_
OMB No 154~047
SCHEDULE O
(Form 990 or 990-EZ)
2013
Fund
54-1934032
Donors
Ca ital
Inc
Pt
VI,
Line
llb
__ FORM_990
Pt
VI,
Line
llb
__ IN ADDITION,
FORM 990
IS
DISTRIBUTED
Pt
VI,
Line
llb
__ AND_OFFICERS
AFTER FILING
FOR THEIR
Pt
VI,
Line
llb
__ COMMENTS. IF
ANY ISSUES_ARE_RAISED,_APPROPRIATE
Pt
VI,
Line
llb
__ REMEDIAL ACTION_IS
Pt
VI,
Line
llb
__ FORM 900
Pt
VI,
Line
llb
__ The_or_ganization_pjl.ys
Pt
VI,
Line
12c __ The_or_ganization
Pt
VI,
Line
12c __ come_l_y_with
Pt
VI,
Line
12c __ from
Pt
VI,
Line
12c __ act_as
Pt
VI,
Line
12c __ with
Pt
VI,
Line
12c __ disclosed
Pt
VI,
Line
12c __ normal
Pt
VI,
Line
19 ___ Not_.e_ublicly
REVIEWED BY PRESIDENT
TAKEN,
IF_NECESSARY.
m~sir
Conflict
of
all
__________________
AN AMENDED _____________
the
or
--------------------------
officers,_directors,_
Interest_p9licy.
dealings
with
and
These
com_panies
k~
orq_anization
are
the
records,
and
such
course
of
business
and
are
are _prohibited
affiliated_with,
or _____
controlled
transactions_
occur
by_ the
____________________________________
TEEA4901
09/09/2013
to_
Transactions_
ade~ately_
aE.e.roved
el!PJ-oy_ees
individuals
suep)-iers_of,_the_or_ganization.
in
available.
REVIEW AND-------------------
com.e_ensation
of
customers
officials
TO_ALL_BOARD MEMBERS-----------
------------------------------------no
havin_g_business
TO FILING.--------------
INCLUDING_FILING
reguires
our
CFO PRIOR
&
Board
and _____
onhY
of
in
the
Directors.
____
_
_
__
_
OMBNo 1545-0047
SCHEDULER
(Form 990)
2013
Complete if the organization answered 'Yes' on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990. See separate instructions.
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.
r~~-~
Fund,
[laijlll
Identification
54-1934032
Inc
of Disregarded Entities Complete if the organization answered 'Yes' on Form 990, Part IV, line 33.
(a)
(b)
(c)
Primary activity
(d)
Total income
Legal dom1c1le(state
or foreign country)
(e)
End-of-year assets
(f)
Direct controlling
entity
--------------------------
__ PO Box 1305
__ Alexandria,_
Hold
NIA
raw
Land
MD
(2) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .
------------------------------------------------------------------(3) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - .
------------------------------------------------------------------/taa]t(!!I/
one or more related tax-exempt organizations during the tax year.
(a)
(b)
Primary activity
(c)
Legal dom1c1le(state
or foreign country)
(d)
Exempt Code
section
(e)
Public charity status
(1fsection 501(c)(3))
(f)
Direct controlling
entity
(g)
Sec512(b)(13)
controlledentity?
Yes
No
J'ti Donors
__
109
__
Alexandria,
52-2166327
VA
22314
----------
Grant
making
oraanization
MD
501(cl
131
NIA
J~-------------------------------------------------------------------------------J~-------------------------------------------------------------------------------J~-------------------------------------------------------------------------------BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
TEEA5001 06/26/13
ScheduleR(Form990)2013
Donors
Capital
Fund,
Inc
54-1934032
Page2
B_iiitllllll!Identificationof Related OrganizationsTaxable as a Partnership Complete if the organization answered 'Yes' on Form 990, Part IV, line 34
because it had one or more related organizations treated as a partnership during the tax year.
(a)
(b)
Primary activity
(c)
Legal
domicile
(state or
foreign
country)
(d)
Direct
controlling
entity
(e)
Predominant
income
(related,
unrelated,
excluded
fromtax
undersections
512514)
(g)
Share of
end-of-year
assets
(f)
Share of total
income
(h)
(I)
D1spropor- CodeV-UBI
t1onate
amount 1nbox
allocations? 20 of Schedule
K-1 (Form
1065)
Yes No
0)
General or
managing
partner?
Yes
(k)
Percenta~e
ownersh
p
No
J1l _ - - - - - - - - - - - -
----------------------------.121
-------------
----------------------------J31- - - - - - - - - - - - -
----------------------------!leif.tll)Y.IIdentificationof Related OrganizationsTaxable as a Corporationor Trust Complete if the organization answered 'Yes' on Form 990, Part IV,
line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Direct
controlling
entity
Ml_______________________
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of
total income
(g)
(i)
(h)
Percenta~e Sec512(b)(13)
ownersh
p controlled
entity?
Yes
No
------------------------------------------------(2) - - - - - - - - - - - - - - - - - - - - - - -
------------------------------------------------(3) - - - - - - - - - - - - - - - - - - - - - - -
------------------------------------------------BAA
TEEA5002 06/27/13
Donors
llf!8'lll Transactions
Capital
Fundt
Page 3
54-1934032
Inc
With Related Organizations Completeif the organizationanswered 'Yes' on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, Ill, or IV of this schedule
During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
1a
1b
1c
1d
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity .
b Gift, grant, or capital contribution to related orgarnzation(s)..
c Gift, grant, or capital contribution from related organizalion(s)
d Loans or loan guarantees to or for related organizat1on(s)
e Loans or loan guarantees by related organizatlon(s)
x
x
x
x
x
1e
x
x
x
x
1f
1g
1h
11
1j
x
x
1k
11
1m
1n
1o
x
I
If the answer to any of the above 1sYes, see the instructions for information on who must complete this line, 1nclud1ng
covered relat1onsh1ps
and transaction thresholds.
(b)
(a)
(c)
Name of related organization
Transaction
Amount involved
type (a-s)
organization
as defined
(d)
Method of determining
amount involved
(2)
(3)
(4)
(5)
(6)
BAA
TEEA5003
06/27/13
\)
Donors
Capita},
Fundr
Page 4
54-1934032
Inc
IUil'i!tli11
UnrelatedOrganizationsTaxable as a PartnershipComplete if the organization
Provide the following informationfor each entity taxed as a partnershipthrough which the organizationconducted more than five percent of its activ1t1es
(measuredby total assets or gross
revenue) that was not a related organization.See instructionsregardingexclusionfor certain investmentpartnerships.
(a)
(b)
Primary act1v1ty
(c)
Legal dom1c1le
(state or foreign
country)
(f)
(d)
(e)
Predominant Areallpartners
Share of
section
total income
income
501(c)(3)
(related, unrelated, excluded organizations?
from tax under
section 512-514) Yes
No
(g)
Share of
end-of-year
assets
(i)
(h)
D1spropor- CodeV-UBI
t1onate
amount in box
allocations? 20 of Schedule
K-1
Form (1065)
Yes
No
(k)
(j)
General or Percentage
managing ownership
partner?
Yes
No
(1) - - - - - - - - - - - - - - -
---------------------------------
~----------------------------------------------(3) - - - - - - - - - - - - - - -
--------------------------------(4) - - - - - - - - - - - - - - -
--------------------------------(5) - - - - - - - - - - - - - - -
--------------------------------(6) - - - - - - - - - - - - - - -
--------------------------------(7) - - - - - - - - - - - - - - -
---------------------------------
~----------------------------------------------BAA
TEEA5004
06/27/13
Schedule R (Form990)2013
Donors
Ca ital
Fund,
Inc
54-1934032
Page 5
Ra'f.1!~11~S~u-p-p~le-m~e-n-ta~l~l~nf~o~rmc.=...;:a~t~io~n;.;..;;;~~-=...;:;.;..=~.=.;;~------------------------...;;...;;_;;~;...:..;:;.:;..=
Provide additional information for responses to questions on Schedule R (see instructions).
BAA
TEEA5005
06/27/13
(11)EIN
(111)Type of organization
(descnbed on lines 1-9
above or IRC section (see
1nstructJons))
(1v) Is the
(v) Did you notify
organ,zat,on in
the organization in
column (i) listed ,n column (1) of your
suport?
your governing
doucmnet?
Yes
No
Yes
No
(VI) Is the
organization in
column (1)
organized ,n the
US?
Yes
No
$15,558 15
$19,400 00
$40,000 00
04-2103580
$33,334 00
04-3467254
$375,000 00
StudentNewsOa,lv com
05--0611977
$25,000 00
06-1008595
$5,000 00
06-1634525
$25,000 00
Bluegrass Institute
11-3691843
$20,000 00
Hudson Inst,tute
13-1945157
$2,050,000 00
13-1973342
$75,000 00
13-2912529
$25,000 00
Philanthropy Roundtable
13-2943020
$159,000 00
13-3129249
$50,000 00
13-4002189
$150,000 00
13-6006960
$100,000 00
Bar-llan Un1vers1ty
13-6192275
$750,000 00
20--0105601
$50,000 00
20--0366717
$20,000 00
20-1808567
$57,500 00
Show-Me Institute
20-1957878
$11,00000
20-2370934
$30,000 00
Catholic Assoc1at1onFoundation
20-2387967
$60,000 00
20-2466871
$950,000 00
20-2591461
($18,753 16)
20-2669700
$250,000 00
(u)EIN
(111)Type of organ,zabon
(descnbed on Imes 1-9
above or IRC sec!Jon (see
instrucbons))
(1v) Is the
Yes
No
Yes
No
(VI) Is the
organ1zat1onin
column (i)
organized m the
US?
Yes
(V11)
Amount of support
No
20-3221344
$5,500 00
MoVlnQPicture Institute
20-3237801
$82,000 00
Reason, lnd1V1duallsm,Freedom
Institute
20-3518877
$5,000 00
20-3676886
$675,000 00
20-4155641
$3,250,000 00
20-5955827
$9,000 00
20-8036372
$2,600,000 00
20-8809060
$44,000 00
20-8836849
$4,200 00
22-1500498
$250,000 00
Sophia lnstrtute
22-2548708
$20,000 00
22-2570926
$50,000 00
22-2632081
$15,000 00
22-3786806
$10,000 00
22-3888250
$20,000 00
23-2473845
$222.500 00
23-2888152
$500,000 00
23-7002632
$20,000 00
23-7042029
$60,000 00
23-7047821
$2,500 00
HentaQe Foundation
23-7327730
$40,000 00
Cato lnsbtute
23-7432162
$100,000 00
23-7749796
$1,725,000 00
25-1704705
$20,000 00
CERGE-EI Foundation
25-1725738
$830,000 00
26-0006579
$13,000 00
(n)EIN
(111)Type of organization
(descnbed on lines 1-9
above or IRC sec!Jon (see
instructions))
(1v) ls the
(v) Did you notify
orgamzabon in
the orgamzabon ,n
column (1) hsted in column (i) of your
your governing
suport?
doucmnet?
Yes
No
Yes
No
(v,) Is the
orgamzat,on ,n
column (i)
organized in the
US?
Yes
No
26-1704791
$4,000 00
26-3077338
$17,500 00
26-3783048
$41,000 00
Legacv Foundat,on
26-3853831
$50,000 00
Franklin Center
26-4066298
$5,983,923 00
27-0205911
$5,000 00
27-0271657
$37,500 00
27-1188570
$75,000 00
27-1501919
$559,600 00
27-2277658
$265,600 00
27-2870463
$52,500 00
Proiect Ventas
27-2894856
$55,000 00
StudentsF,rst lnsbtute
27-3659574
$5,000 00
WonderWork
27-4159217
$250 00
Spark Freedom
27-4827443
$766,760 00
Buckeye lnstrtute
31-1278593
$13,000 00
31-1640316
$25,000 00
Mastenned1a
33-0104548
$1.200 00
36-2167034
$5, 100,000 00
Federalist Society
36-3235550
$1,447,285 00
Heartland Institute
36-3309812
$1,680,000 00
Freedom Foundation of MN
36-4592698
$62,350 00
38-2701547
$75,500 00
Acton lnstrtute
38-2926822
$725,000 00
41-2057028
$41,500 00
45-2637507
$909,500 00
(11)EIN
(111)
Type of organ,zatoon
(descnbed on Imes 1-9
above or IRC sectoon (see
1nstn.ocbons))
(ov) ls the
(v) Dodyou notify
organozabon on the orgamzatoon on
column (1) hsted on column (i) of your
your govemong
super!?
doucmnet?
Yes
No
Yes
No
(vo) Is the
organ1zat1on
1n
column (1)
organized onthe
US?
Yes
No
45-2805369
$111,700 00
Frontier Lab
45-2838483
$50,000 00
45-4678325
$250,000 00
45-5119142
$170,000 00
46-1987418
$25,000 00
4~891418
$20,000 00
Leadership lnsbtute
51--0235174
$50,000 00
Polwarth M omstnes
51--0558527
$1,200 00
52--0140979
$130,500 00
52--0945376
$100,000 00
52-1071570
$40,000 00
52-1162185
$105,000 00
52-1226614
$40,000 00
52-1265221
$258,000 00
52-1289734
$40,000 00
52-1351785
$220,000 00
Yankee lnstrtute
52-1358144
$15,000 00
52-1400492
$250,000 00
52-1455677
$71,331 00
52-1462893
$20,000 00
US English Foundation
52-1524976
$50,000 00
52-1526916
$20,000 00
52-1600481
$55,000 00
52-1601976
$400,000 00
52-1744337
$190,000 00
52-1750188
$50,000 00
(11)EIN
(111)Type of organizabon
(descnbed on Jones1-9
above or IRC sectJon (see
instructions))
(ov) Is the
(v) Did you notify
orgamzat1onin
the organizabon ,n
column (1) hsted on column (1) of your
your governing
suport?
doucmnet?
Yes
No
Yes
No
(VI) Is the
organizabon on
column (i)
organized onthe
US?
Yes
(V11)Amount of support
No
Forst Book
52-1779606
$10,000 00
52-1847187
$10,000 00
52-1870003
$1,075.000 00
52-1928321
$70,000 00
52-2004697
$83,524 08
52-2020468
$200.000 00
Donors Trust
52-2166327
$3,849. 709 25
52-2199055
$20,000 00
52-2363626
$275,000 00
53-0196617
$5,000 00
53-0218495
$1,823,540 00
54-0699599
$50,000 00
C1v11
War Trust
54-1426643
$50,000 00
54-1429009
$5,000 00
54-1436224
$105,000 00
54-1603842
$700,000 00
54-1603842
$1,689,708 06
54-1672138
$50,000 00
57-0835744
$16,000 00
57-0952531
$2,516,010 00
58-1442675
$30,000 00
59-1588825
$95,000 00
59-2811908
$27,500 00
59-3658167
$18,000 00
59-6152180
$325,000 00
61-0470593
$318,000 00
(u)EIN
(111)Type of organozabon
(descnbed on Imes 1-9
above or IRC secllon (see
instructions))
(ov) Is the
(v) Oodyou notify
organ1zat1onon the orgamzatoon on
column (1) listed on column (I) of your
your govem,ng
suport?
doucmnet?
Yes
No
Yes
No
(vo) Is the
orgamzabon on
column(o)
organized onthe
US?
Yes
(voo)Amount of support
No
63-0809568
$36,500 00
M1ss1ss1pp1
Center for Pubhc Polley
64--0797905
$30,000 00
Word at Work
68--0513148
$4,050 00
73-1436375
$68,500 00
73-1612212
$200 00
Bavier Unoversotv
74-1159753
$1,250 00
74-1587488
$30,000 00
74-2209420
$55,000 00
74-2524057
$212,840 00
Miracle Foundabon
74-2989580
$100 00
75--0995808
$5,000 00
75-1301544
$5,125 00
75-2486132
$2,400 00
Teen FLOW
75-2899609
$1.200 00
75-6003774
$1,200 00
Opportunity Ohio
80--0829668
$50,000 00
82--0472269
$20,000 00
Youn!l Life
84--0385934
$6,200 00
84-0736725
$50,000 00
Independence lnstrtute
84--0990300
$20,000 00
85-0468446
$20,000 00
Goldwater lnsbtute
86--0597661
$27,000 00
Sutherland lnsbtute
87--0531727
$125,000 00
88--0276314
$22,500 00
91-1752769
$37,000 00
93-1045925
$15,000 00
Youth M,n,stnes
(11)EIN
(111)Type of orgamzabon
(descnbed on lines 1-9
above or IRC secbon (see
1nstructlons))
(N) ls the
orgamzabon m
No
Yes
No
(VI) Is the
organ,zabon ,n
column (i)
organized ,n the
US?
Yes
(V11)
Amount of support
No
94-1623852
$286,000 00
94-2197343
$50,000 00
94-2763845
$40,000 00
Freedom Foundation
94-3136961
$65,000 00
94-3255845
$25,000 00
94-3435899
$269,687 00
95-3188150
$1,200 00
Reason Foundation
95-3298239
$100,000 00
Claremont lnsbtute
95-3443202
$54,000 00
95-4194642
$300,000 00
95-4278723
$3,000 00
Cru
95-6006173
$3,500 00
(bl
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$1,075,00000
NIA
Cash
NIA
501(C)(3)
$483,54000
NIA
Cash
NIA
25-1725738
501Cclr3)
$830,00000
NIA
Cash
NIA
Committeefor a ConstructiveTomorrow
PO Box 427
Berryville,VA 22611
521462893
501(c)(3)
$10,00000
NIA
Cash
NIA
Compet1t1ve
EnterpriseInstitute
1899 L Street, NW
Floor 12
Washington,DC 20036-3804
52-1351785
501(c)(3)
$100,00000
NIA
Cash
NIA
95-4194642
501(c)(3)
$300,00000
NIA
Cash
NIA
HeartlandInstitute
One South Wacker Drive
Suite 2740
Ch1caao.IL 60606
36-3309812
501(c)(3)
$1,500,00000
NIA
Cash
NIA
36-2167034
501(c)(3)
$5,100,00000
NIA
Cash
NIA
52-1870003
501(c)f3l
American EnterpnseInstitute
1150 SeventeenthStreet, NW
Washington,DC 20036
53--0218495
CERGE-EIFoundation
715 Queen Anne Road
Teaneck, NJ 07666
(d)
Amount of
Cash Grant
(f)
(b)
EIN
(c)
IRC
Section 1f
Applicable
23-7749796
501(c)(3l
$431,25000
NIA
Cash
NIA
MovingPictureInstitute
375 GreenW1ch
Street
New York, NY 10013
20-3237801
501(c)(3)
$52,00000
NIA
Cash
NIA
(e)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
PenmanBasin PublicTelecommun1cat1ons,
Inc
PO Box 8940
Midland,TX 79708-8940
20-3221344
501(c)(3)
$5,50000
NIA
Cash
NIA
20-5955827
501(c)(3)
$9,00000
NIA
Cash
NIA
to supportJournalism
ooerat1ons
27-1188570
501(cl(3)
$75,00000
NIA
Cash
NIA
to supportJournalism
operations
Acton Institute
161 OttawaAvenue NW
Suite 301
Grand Racids, Ml 49503-2718
38-2926822
501(cl(3)
$30,00000
NIA
Cash
NIA
FranklinCenter
1229King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)(3)
$155,103 00
NIA
Cash
NIA
for generaloperations
FranklinCenter
1229King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)(3l
$2,000,00000
NIA
Cash
NIA
Donors Cap_1talFun_cl,Inc
54-1934032
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
(f)
(g)
(h)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$150,00000
NIA
Cash
NIA
for Aeneraloperations
appraisal,
other)
State BudgetSolutions
3901 CourtlandCircle
Suite 100
Alexandna,VA 22305
27-1501919
501{c)C3l
StatePohcyNetwork
1655 NorthFort Myer Dnve
Suite 360
Arlington,VA 22209-3108
57-0952531
501(c)(3l
$1,834,50000
NIA
Cash
NIA
for generaloperations
DonorsTrust
109 NorthHenryStreet
Alexandna,VA 22314-2903
52-2166327
501(c)(3l
$250,00000
NIA
Cash
NIA
for a donor-advisedfund
account
MovingPictureInstitute
375 GreenwichStreet
New York, NY 10013
20-3237801
501CclC3)
$25,00000
NIA
Cash
NIA
for generaloperations
AmencanC1v1I
RightsInstitute
PO Box 188350
Sacramento,CA 95818
52-2004697
501(c)(3)
$83,52408
NIA
Cash
NIA
for generaloperations
InternationalPohcyNetworkUS, Inc
clo Ms BridgettWagner,HeritageFoundation
214 MassachusettsAvenue,NE
Washington,DC 20002-4999
52-2363626
501(c)(3)
$275,00000
NIA
Cash
NIA
DonorsTrust
109 NorthHenryStreet
Alexandria,VA 22314-2903
52-2166327
501(c)(3)
$500,00000
NIA
Cash
NIA
account
501(c)(3)
$4,50000
NIA
Cash
NIA
for generalooerabons
First PresbyterianChurch-MidlandTX
800 West TexasAvenue
Midland,TX 79701
for a donor-advisedfund
Schedule
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
$600 00
NIA
Cash
NIA
501(c)(3)
$25,00000
NIA
Cash
NIA
23-7432162
501(c)(3)
$50,00000
NIA
Cash
NIA
Children'sScholarshipFund
8 West 38th Street
9th Floor
New York, NY 10018
13-4002189
501(c)(3l
$150,00000
NIA
Cash
NIA
First Book
1319 F Street, NW
Suite 1000
Washington,DC 20004
52-1779606
501(c)(3)
$10,00000
NIA
Cash
NIA
13-6006960
501(c)(3)
$100,00000
NIA
Cash
NIA
13-3129249
501(c)(3)
$50,00000
N/A
Cash
N/A
Institutefor Justice
901 North Glebe Road
Suite 900
M1ngton, VA 22203-1854
52-1744337
501(c)(3)
$150,00000
NIA
Cash
N/A
(b)
EIN
(c)
IRC
Section 1f
Applicable
Young Life
PO Box 520
Colorado Spnngs, CO 80901
84-0385934
501(c)(3)
06-1634525
Cato lnsbtute
1000 MassachusettsAvenue, NW
Wash1naton,DC 20001-5403
(a)
Name and Address of
Organizationor
Government
(d)
Amount of
Cash Grant
Foundationfor EconomicEducation
Donors Ca~I
(d)
(e)
(f)
(g)
(h)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purposeof
Grant or
Assistance
$20,00000
NIA
Cash
NIA
for aeneraloperations
501(cll3)
$15,00000
NIA
Cash
NIA
94-3435899
501{c)(3)
$75,00000
NIA
Cash
NIA
DonorsTrust
109 North HenryStreet
Alexandna,VA 22314-2903
52-2166327
5011cl(3)
$266 23
NIA
Cash
NIA
for a donor-advisedfund
account
AdvanceArkansasInstitute
55 FontenayCircle
Little Rock,AR 72223
27-0271657
501(c)(3)
$2,50000
NIA
Cash
NIA
AlabamaPoheyInst1tute
402 Office Park Dnve
Suite 300
B1rmmaham,
AL 35223
63-0809568
501(c)(3)
$2,50000
NIA
Cash
NIA
AmencanLeg1slat1ve
ExchangeCouncil
2900 CrystalDnve
Suite 600
Arlmaton,VA 22202
52-0140979
501(c)(3)
$25,50000
NIA
Cash
NIA
ClaremontInstitute
937 West FoothillBoulevard
Suite E
Claremont,CA 91711
95-3443202
5011c)l3)
$44,00000
NIA
Cash
NIA
for aeneralooerabons
(b)
EIN
(c)
IRC
Section 1f
Applicable
25-1704705
501/cll3l
59-1588825
Studentsfor Liberty
1101 17thStreet, NW
Suite 810
Wash1naton,DC 20036
(a)
Donors Ca_Q1!_al
Fund, Inc 54-1934032
Sch I, Grants to Organizationsand lndviduals m the U S
(f)
(g)
(h)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$2,50000
NIA
Cash
NIA
501(C)(3)
$2,50000
NIA
Cash
NIA
26-4066298
501(c)(3)
$50,00000
NIA
Cash
NIA
for aeneraloperallons
FreedomFoundationof MN
900 2nd Avenue South
Suite 570
Minneapolis,MN 55402
36-4592698
501(c)(3)
$2,500 00
NIA
Cash
NIA
GoldwaterInst1tute
500 East CoronadoRoad
Phoenix,AZ. 85004
86-0597661
501(c)(3)
$27,00000
NIA
Cash
NIA
llhno1sPolleyInstitute
190 South LaSalleStreet
Suite 1630
Chicago,IL 60603
41-2057028
501(c)(3)
$23,50000
NIA
Cash
NIA
59-2811908
501(c)(3)
$2,50000
NIA
Cash
NIA
for aeneralooerat1ons
20-8036372
501(c)(3)
$1,000,00000
NIA
Cash
NIA
for 11eneralooerat1ons
(b)
EIN
(c)
IRC
Section 1f
Applicable
23-2473845
501(c)(3)
Foundationfor GovernmentAccountab1hty
15275Collier Boulevard
Suite 201-279
Naoles,FL 34119
45-2637507
FranklinCenter
1229King Street
3rd Floor
Alexandna,VA 22314
(a)
(d)
Amount of
Cash Grant
DonorsCap_1tal
Fun_d,Inc 54-1934032
Sch I, Grants to Organizationsand lndv1dualsm the U S
Part II, Grantsto Or_ganizatlons
and GovernmentsIn the U.S.
(a)
(b)
EIN
(c)
IRC
Section if
Applicable
(d)
(e)
(f)
(g)
(h)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
38-2701547
501(cl(3l
$19,50000
NIA
Cash
NIA
for Aeneraloperations
NevadaPohcyResearchInstitute
7130 Placid Street
Las Veaas, NV 89119
88-0276314
501(c)(3l
$2,50000
NIA
Cash
NIA
73-1436375
501(c)(3)
$24,50000
NIA
Cash
NIA
State PolleyNetwork
1655North Fort Myer Dnve
Suite 360
Artlngton,VA 2220~3108
57--0952531
501(c)(3)
$40,00000
NIA
Cash
NIA
74-2524057
501(c)(3)
$25,00000
NIA
Cash
NIA
WashingtonPolleyCenter
PO Box 3643
Seattle,WA 98124-3643
91-1752769
501(c)(3)
$22,00000
NIA
Cash
NIA
for Aeneraloperations
DonorsTrust
109 North Henry Street
Alexandria,VA 22314-2903
52-2166327
501(c)(3)
$275,00000
NIA
Cash
NIA
for a donor-advisedfund
account
Acton Institute
161 OttawaAvenue NW
Suite 301
Grand Rapids,Ml 49503-2718
38-2926822
501(c)(3)
$175,00000
NIA
Cash
NIA
DonorsCaQl_tal
Fund, Inc. 54-1934032
Sch I, Grants to Organizationsand lndv1dualsin the U S.
(b)
(c)
(d)
(e)
(h)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Compet1t1ve
EnterpnseInstitute
1899 L Street, NW
Floor 12
Washington,DC 20036-3804
52-1351785
501(c)(3)
$120,00000
NIA
Cash
NIA
FederalistSociety
1015 18th Street. NW
Su1te425
Wash1naton,DC 20036-5221
36-3235550
501(c)(3)
$135,00000
NIA
Cash
NIA
Jud1c1al
EducationPro1ect
3220 N Street, NW
Suite 268
Washinaton,DC 20007
20-2466871
501(c)(3)
$340,00000
NIA
Cash
NIA
FranklinCenter
1229 King Street
3rd Floor
Alexandria.VA 22314
26-4066298
50Hcl(3l
$100,00000
NIA
Cash
NIA
Spark Freedom
605 Long Branch Road
Lancaster,TN 38569
27-4827443
501(c)(3)
$66,050 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$24,708 06
NIA
Cash
NIA
20-3237801
501(c)(3)
$5,000 00
NIA
Cash
NIA
DonorsTrust
109 North Henry Street
Alexandria,VA 22314-2903
52-2166327
501(c)(3)
$250,00000
NIA
Cash
NIA
for a donor-advisedfund
account
(b)
EIN
(c)
(d)
IRC
Section1f
Applicable
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Methodof
Valuation(book, FMV.
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purposeof
Grant or
Assistance
FranklinCenter
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)f3)
$250,00000
NIA
Cash
NIA
Jud1c1al
EducationProJect
3220 N Street, NW
Suite 268
Wash1noton,DC 20007
20-2466871
501(c)(3)
$300,00000
NIA
Cash
NIA
PhilanthropyRoundtable
1730 M Street. NW
Suite 601
Wash1noton,DC 20036
13-2943020
501(c)(3)
$159,00000
NIA
Cash
NIA
Spark Freedom
605 Long BranchRoad
Lancaster,TN 38569
27-4827443
501(c){3)
$15,60000
NIA
Cash
NIA
for aeneralooerat1ons
StudentNewsDa1ly
com
PO Box 30353
Edmund,OK 73003
05-0611977
501(c)(3)
$25,00000
NIA
Cash
NIA
for aeneraloperations
AmericanEnterpriseInstitute
1150 SeventeenthStreet, NW
Washinoton,DC 20036
53-0218495
501(c)(3)
$1,300,00000
NIA
Cash
NIA
to supportvanous proposals
and the NRI ResearchFellow
prooram
52-1462893
501(c)(3)
$10,00000
NIA
Cash
NIA
52-1265221
50Hcl/3)
$250,00000
NIA
Cash
NIA
for t1eneralooerat1ons
Committeefor a ConstructiveTomorrow
10
(b)
EIN
(c)
IRC
Section 1f
Applicable
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Amount of
Non-Cash
Assistance
Descnpt1onof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$100,00000
NIA
Cash
NIA
for Aeneraloperations
(d)
Amount of
Cash Grant
(e)
Reason Foundation
5737 MesmerAvenue
Los Anaeles, CA 90230-6316
95-3298239
501Cc)C3l
27-0271657
501(c)(3l
$5,000 00
NIA
Cash
NIA
Foundationfor lnd1v1dual
Rights m Education
(FIRE)
601 Walnut Street
Suite 510
Phlladelph1a,PA 19106
04-3467254
501(c)(3)
$15,000 00
NIA
Cash
NIA
94-1623852
501(c)(3)
$86,00000
NIA
Cash
NIA
20-0105601
501(c)(3)
$50,00000
NIA
Cash
NIA
Jud1c1al
EducationProJect
3220 N Street, NW
Suite 268
Washington,DC 20007
20-2466871
501(c)(3)
$100,00000
NIA
Cash
NIA
27-2277658
501(c)(3)
$100,00000
NIA
Cash
NIA
94-1623852
501(c)(3l
$200,00000
N/A
Cash
NIA
Donors
Ca~und,
Inc
11
54-1934032
and lndv1duals
in the U S
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
Cash Grant
Amount
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
of
of
Method
Valuation
(book,
appraisal,
Description
of
FMV,
(h)
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
13-2912529
501(c)(3)
$25,000 00
NIA
Cash
NIA
54-1436224
501(c)(3)
$75,000 00
NIA
Cash
NIA
Spar!<Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c)(3)
$20,650 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$700,000 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$400,000 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$240,000 00
NIA
Cash
NIA
54-1603842
501(c)(3)
$150,000 00
NIA
Cash
NIA
541603842
501(c)(3)
$375,000 00
NIA
Cash
NIA
Schedule
I (Form
990 or 990-EZ)
2013
Donors Capital
Fund, Inc.
12
54-1934032
and lndv1duals
m the
U S.
of
(b)
(c)
EIN
IRC
Section
or
Government
1f
(f)
(e)
(d)
Amount
of
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
Method
Valuation
(h)
(g)
of
(book, FMV,
appraisal,
Description
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
US English Foundation
2000 L Street, NW
Suite 702
Wash1nAton,DC 20036
52-1524976
501(cll3)
$50,000 00
NIA
Cash
NIA
61-0470593
501(c)(3l
$316,000 00
NIA
Cash
NIA
20-1808567
501(c)(3)
$16,000 00
NIA
Cash
NIA
Freedom Foundation
PO Box 552
Olymo1a,WA 98507
94-3136961
501(c)f3)
$30,000 00
NIA
Cash
NIA
26-3783048
501(c)(3)
$16,000 00
NIA
Cash
NIA
38-2701547
501(c)(3)
$16,000 00
NIA
Cash
NIA
73-1436375
501(C)(3)
$16,000 00
NIA
Cash
NIA
57-0835744
501(c)(3)
$16,000 00
NIA
Cash
NIA
Schedule
2013
Donors Capital
Fund, Inc
13
54-1934032
and lndv1duals
in the U S.
of
(b)
(c)
EIN
IRC
or
Section
Government
(di
Amount
1f
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
of
Method
Valuation
of
(book, FMV,
appraisal,
Descnpt1on
(h)
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
20-3676886
501Ccl(3)
$500,000 00
NIA
Cash
NIA
for 11eneraloperations
DonorsTrust
109 North Henry Street
Alexandria, VA 22314-2903
52-2166327
501Ccl(3)
$250,000 00
NIA
Cash
NIA
20-4155641
501(c)(3l
$1,000,000 00
NIA
Cash
NIA
DonorsTrust
109 North Henry Street
Alexandria, VA 22314-2903
52-2166327
501(c)(3l
$125,000 00
NIA
Cash
NIA
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
$150,000 00
NIA
Cash
NIA
45-5119142
501(c)(3)
$20,000 00
NIA
Cash
NIA
45-5119142
501(c)(3)
$150,000 00
NIA
Cash
NIA
52-1600481
501(c)C3l
$25,000 00
NIA
Cash
NIA
Schedule
2013
14
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descnpt1onof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
$10,00000
NIA
Cash
NIA
501(c)(3)
$100,00000
NIA
Cash
NIA
26-4066298
501(c)(3)
$1,250,00000
NIA
Cash
NIA
M1ss1ss1pp1
Center for Public Polley
520 George Street
Jackson, MS 39202
64-0797905
501(c)(3)
$30,00000
NIA
Cash
NIA
ProJectVentas
1214West Boston Post Road, #145
Mamaroneck,NY 10543
27-2894856
501(c)(3)
$5,000 00
NIA
Cash
NIA
Spark Freedom
605 Long Branch Road
Lancaster,TN 38569
27-4827443
501(c)(3)
$40,50000
NIA
Cash
NIA
57-0952531
501(c)(3)
$75,000 00
NIA
Cash
NIA
52-1400492
501(c)(3)
$250,00000
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
Foundationfor lnd1v1dual
Rights 1nEducation
(FIRE)
601 Walnut Street
Suite 510
Ph1ladeloh1a,
PA 19106
04-3467254
50Hc)(3)
HeartlandInstitute
One South Wacker Dnve
Suite 2740
Chicago,IL 60606
36-3309812
Franklin Center
1229 King Street
3rd Floor
Alexandna,VA 22314
(d)
Amount of
Cash Grant
15
DonorsCa_l)ll_al
Fund, Inc 54-1934032
Sch I, Grantsto Organizationsand lndv1dualsin the U S.
(b)
(c)
(d)
EIN
IRC
Section1f
Applicable
Amount of
Cash Grant
(e)
Amountof
Non-Cash
Assistance
(f)
Methodof
Valuation(book, FMV,
appraisal,
other)
(g)
(h)
Descnpt1onof
Non-Cash
Assistance
Purposeof
Grant or
Assistance
501(c)(3)
$15,55815
NIA
Cash
NIA
31-1640316
501(c)(3)
$25,00000
NIA
Cash
NIA
for a donor-advisedfund
account
23-7002632
501(c)(3)
$20,00000
NIA
Cash
NIA
52-1162185
501Ccl(3)
$15,000 00
NIA
Cash
NIA
MercatusCenter, GMU
George Mason University
3351 North Fairfax Dnve, 4th Floor
Mmgton, VA 22201-4433
54-1436224
501(c)(3)
$10,00000
NIA
Cash
NIA
Sophia Institute
PO Box 5284
Manchester,NH 03108
22-2548708
501(c)(3)
$20,00000
NIA
Cash
NIA
to support "Cns1s"magazine
Spar1<
Freedom
605 Long Branch Road
Lancaster,TN 38569
27-4827443
501(c)(3)
$110,200 00
NIA
Cash
NIA
Amencan EnterpriseInstitute
1150 SeventeenthStreet, NW
Washington,DC 20036
53-0218495
501Cc)(3)
$40,00000
NIA
Cash
NIA
16
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
(h)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Amount of
Cash Grant
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
94-2763845
501(c)(3)
$40,000 00
NIA
Cash
NIA
8111
of Rights Institute
200 North Glebe Road
Suite 200
Arlington,VA 22203
48-0891418
501(c)(3)
$20.00000
NIA
Cash
NIA
Capital ResearchCenter
151316th Street, NW
Wash1nAton,DC 20036-1480
52-1289734
501(c)(3)
$40,00000
NIA
Cash
NIA
for Aeneraloperations
Cato Institute
1000 MassachusettsAvenue, NW
WashinAton,DC 20001-5403
23-7432162
501(c)(3)
$50,00000
NIA
Cash
NIA
52-1847187
501(c)(3)
$10,00000
NIA
Cash
NIA
52-0945376
501(c)(3)
$100,00000
NIA
Cash
NIA
521600481
501(c)(3)
$30,000 00
NIA
Cash
NIA
54-1672138
501(c)(3)
$50,00000
NIA
Cash
NIA
17
(b)
EIN
(c)
(d)
(e)
(h)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
IRC
Section 1f
Applicable
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
ClaremontInstitute
937 West Foothill Boulevard
Suite E
Claremont.CA 91711
95-3443202
501fcl(3l
$10,00000
NIA
Cash
NIA
DonorsTrust
109 North Henry Street
Alexandna,VA 22314-2903
52-2166327
501(C)(3)
$10,00000
NIA
Cash
NIA
for a donor-advisedfund
account
DonorsTrust
109 North Henry Street
Alexandria,VA 22314-2903
52-2166327
501(c)(3)
$50,00000
NIA
Cash
NIA
52-1162185
501(c)(3)
$75,00000
NIA
Cash
NIA
FreedomFoundation
PO Box 552
Olympia,WA 98507
94-3136961
501(c)(3)
$20,000 00
NIA
Cash
NIA
FreedomWorks Foundation
400 North Capitol Street, NW
Suite 765
Wash1n11ton,
DC 20001-1564
52-1526916
501(c)(3)
$20,00000
NIA
Cash
NIA
Heritage Foundation
214 MassachusettsAvenue. NE
Wash1n11ton,
DC 20002-4999
23-7327730
501(c)(3)
$40,000 00
NIA
Cash
NIA
Institutefor Justice
901 North Glebe Road
Suite 900
M1ngton, VA 22203-1854
52-1744337
501(c)(3)
$40,00000
NIA
Cash
NIA
18
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
NIA
Cash
NIA
for 11eneraloperations
$20,00000
NIA
Cash
NIA
501(C)(3)
$50,00000
NIA
Cash
NIA
for 11eneralooerat1ons
52-1226614
501(c)(3)
$40,00000
NIA
Cash
NIA
for generaloperations
52-1750168
501(c)(3)
$30,00000
NIA
Cash
NIA
for generalooerat1ons
PacificLegal Foundation
930 G Street
Sacramento,CA 95814
94-2197343
501(c)(3)
$50,00000
NIA
Cash
NIA
for 11eneraloperations
Public ServiceResearchFoundation
320 D MapleAvenue,East
Vienna, VA 22180
58-1442675
501(c)(3)
$30,00000
NIA
Cash
NIA
SecurityResearchAssociates,Inc
2200 4th Avenue North
Su1te3
Lake Worth, FL 33461
74-2209420
501Ccl13)
$25,00000
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
LeadershipInstitute
1101 North HighlandStreet
Arlington,VA 22201
51-0235174
501(c)(3)
$50,00000
MercatusCenter,GMU
GeorgeMasonUn1vers1ty
3351 North Fairfax Dnve,4th Floor
Arlington,VA 22201-4433
54-1436224
501(c)C3)
64-0736725
(a)
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
19
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
(f)
(g)
(h)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
State PolleyNetwork
1655 North Fort Myer Dnve
Suite 360
A~inoton,VA 22209-3108
57--0952531
501(c)(3)
$40,00000
NIA
Cash
NIA
for 11eneralooerat1ons
82--0472269
501(c)(3l
$20,00000
NIA
Cash
NIA
for 11eneraloperations
WashingtonLegal Foundation
2009 MassachusettsAvenue. NW
Washington,DC 20036
52-1071570
501(c)(3l
$40,00000
NIA
Cash
NIA
for 11eneral
operations
YoungAmenca'sFoundation
110 Elden Street
Herndon.VA 20170-4891
23-7042029
501(c)(3l
$20,00000
NIA
Cash
NIA
YoungAmerica'sFoundation
11O Elden Street
Herndon,VA 20170-4891
23-7042029
501(c)(3)
$40,00000
NIA
Cash
NIA
Centerfor SecuntyPolley
1901 PennsylvaniaAvenue, NW
Suite 201
Wash1n11ton,
DC 20006
52-1601976
501(c)(3)
$250,00000
NIA
Cash
NIA
20--0366717
501(c)(3)
$20,00000
NIA
Cash
NIA
for oeneralooeratlons
59-6152180
501(cl(3)
$325,00000
NIA
Cash
NIA
IntrepidFallen HeroesFund
One IntrepidSquare
West 46th Street and 12thAvenue
New York, NY 10036
~1onaa;,u"e univers11y
rounaauon
Collegeof Social Sciencesand Public Pohcy,
FlondaState Un1vers1ty
113 CollegiateLoop, Suite 160, PO Box
3062160
Tallahassee,FL 32306-2160
20
Donors Cap_1tal
F_und,Inc 54-1934032
Sch I, Grants to OrganJzatJons
and lndv1dualsin the U.S.
(bl
EIN
(c)
(di
(el
(f)
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
(gl
Descriptionof
Non-Cash
Assistance
(hi
Purpose of
Grant or
Assistance
BeaconCenter of Tennessee
PO Box 198646
Nashville,TN 37219
20-1808567
501(c)(3)
$2,500 00
NIA
Cash
NIA
23-2473845
501(c)(3)
$200,00000
NIA
Cash
NIA
20-8036372
501(c)(3l
$800,00000
NIA
Cash
NIA
45-2805369
501(c)(3l
$40,00000
NIA
Cash
NIA
Spar1<
Freedom
605 Long Branch Road
Lancaster,TN 38569
27-4827443
501(c)(3)
$102,41500
NIA
Cash
NIA
27-1501919
501(c)(3)
$345,10000
NIA
Cash
NIA
59-3658167
501(c)(3)
$18,000 00
NIA
Cash
NIA
NIA
Harvard BusinessSchool
Teele Hall
Soldiers Field
Boston, MA 02163
04-2103580
501(c)(3)
$33,33400
NIA
Cash
21
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
HudsonInstitute
101515th Street, NW
Suite 600
Washinaton,DC 20005
13-1945157
501(c)(3l
$50,00000
NIA
Cash
NIA
23-7749796
501(c)(3)
$431,25000
NIA
Cash
NIA
for generaloperations(2nd
auarter suooort)
74-1587488
501(c)(3)
$30,00000
NIA
Cash
NIA
Bar-llan University
160 East 56th Street
New York, NY 10022
13-6192275
501(c)(3)
$750,00000
NIA
Cash
NIA
NationalStrategyInfom,abonCenter
1730 RhodeIslandAvenue,NW
Suite 500
Wash1naton,DC 20036-3117
13-1973342
501(c)(3)
$75,00000
NIA
Cash
NIA
501(c)(3)
$40,00000
NIA
Cash
NIA
to support1nternsh1ps
at Wortd
Journalismlnsbtute
WortdJournalismInstitute
PO Box 20002
Asheville,NC 28802
22-2570926
501(c)(3)
$50.00000
NIA
Cash
NIA
52-1162185
501(c)C3l
$15,00000
NIA
Cash
NIA
22
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
Studentsfor Liberty
110117th Street, NW
Suite 810
Washington,DC 20036
94-3435899
501(c)(3)
$194,68700
NIA
Cash
NIA
for generaloperations
74-2524057
501(c)(3)
$84,84000
NIA
Cash
NIA
Spark Freedom
605 Long BranchRoad
Lancaster,TN 38569
27-4827443
501(c)(3)
$27,00000
NIA
Cash
NIA
Centerfor SecurityPolley
1901 PennsylvaniaAvenue,NW
Suite 201
Washington,DC 20006
52-1601976
501Ccl(3)
($50,00000)
NIA
Cash
NIA
ExchangeCouncil
AmericanLeg1slat1ve
2900 CrystalDrive
Su1te600
Arlington,VA 22202
52-0140979
501(c)(3)
$40,00000
NIA
Cash
NIA
FranklinCenter
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)(3)
$250,00000
NIA
Cash
NIA
FreedomFoundationof MN
900 2nd Avenue South
Suite 570
Minneapolis,MN 55402
36-4592698
501(c)(3)
$40,00000
NIA
Cash
NIA
for development
54-1603842
501(c)(3)
$500,00000
NIA
Cash
NIA
Donors
Capital
Fund, Inc
23
54-1934032
and lndv1duals
1n the U S
of
(b)
(c)
EIN
IRC
or
Section
Government
(d)
Amount
1f
(f)
(e)
of
Cash Grant
Applicable
Amount
of
Non-Cash
Assistance
Method
Valuation
(g)
of
(book, FMV,
appraisal,
Description
(h)
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
57-0952531
501(c)(3)
$39,000 00
NIA
Cash
NIA
4!H678325
501(c)(3)
$250,000 00
NIA
Cash
NIA
Sparlc Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c){3)
$30,000 00
NIA
Cash
NIA
DonorsTrust
109 North Henry Street
Alexandna, VA 22314-2903
52-2166327
501/c)(3)
$250,000 00
NIA
Cash
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(c)(3)
$275,000 00
NIA
Cash
NIA
Sparlc Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c)(3)
$15,000 00
NIA
Cash
NIA
Sutherland Institute
Gateway Tower West Building
15 West South Temple, Suite 200
Salt Lake City, UT 84101
87-0531727
501(c)(3)
$100,000 00
NIA
Cash
NIA
20-2669700
501{c){3l
$250,000 00
NIA
Cash
NIA
Schedule
2013
24
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
(e)
(g)
(h)
Purpose of
Grant or
Assistance
MarketResearchFoundation
10424WoodburyWoodsCourt
Fairfax,VA 22032-3728
20-4155641
501(c)(3)
$1,500,00000
NIA
Cash
NIA
DonorsTrust
109 North Henry Street
Alexandna,VA 22314-2903
52-2166327
501(c)(3)
$20,00000
NIA
Cash
NIA
for a donor-advisedfund
account
50Hcl(3)
$4,50000
NIA
Cash
NIA
First PresbyterianChurch-MidlandTX
800 West Texas Avenue
Midland,TX 79701
Young Life
PO Box 520
ColoradoSpnngs,CO 80901
84-0385934
501{c)(3)
$600 00
NIA
Cash
NIA
Foundationfor GovernmentAccountab1hty
15275CotherBoulevard
Suite 201-279
Naples,FL 34119
45-2637507
501(c)(3)
$100,00000
NIA
Cash
NIA
Foundationfor GovernmentAccountab1hty
15275CotherBoulevard
Suite 201-279
Naples,FL 34119
45-2637507
501(c)(3)
$500,00000
NIA
Cash
NIA
45-2805369
501(c)(3)
$25,00000
NIA
Cash
NIA
for generaloperations
57-0952531
501(c)(3l
$70,26000
NIA
Cash
NIA
25
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
DonorsTrust
109 North Henry Street
Alexandna,VA 22314-2903
52-2166327
501(c)(3l
$745,00000
NIA
Cash
NIA
for a donor-advisedfund
account
Alabama PolleyInstitute
402 Office Park Dnve
Suite 300
B1rminQham,
AL 35223
63-0809568
5011cl(3)
$7,500 00
NIA
Cash
NIA
Foundationfor lnd1v1dual
Rights in Educet1on
(FIRE)
601 Walnut Street
Suite 510
Ph1ladeloh1a,
PA 19106
04-3467254
50Hcl(3)
$350,00000
NIA
Cash
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(cl13)
$500,00000
NIA
Cash
NIA
Frontier Lab
2403 Iroquois Road
Wilmette, IL 60091
45-2838483
501(c)(3)
$50,00000
NIA
Cash
NIA
23-7749796
501(c)(3)
$431,25000
NIA
Cash
NIA
State PolleyNetwork
1655 North Fort Myer Dnve
Suite 360
A~1nQton,
VA 22209-3108
57-0952531
501(c)(3)
$27,00000
NIA
Cash
NIA
for Qeneralooerat1ons
27-2277658
501(c)l3)
$165,60000
NIA
Cash
NIA
26
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
(h)
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$370,000 00
NIA
Cash
NIA
501(c)(3)
$20,000 00
NIA
Cash
NIA
501(c)(3)
$5,000 00
NIA
Cash
NIA
5011cll3)
$8,000 00
NIA
Cash
N/A
(b)
EIN
(c)
IRC
Section 1f
Applicable
Acton Institute
98 East Fulton Street
Grand Rapids, Ml 49503
38-2926822
501(c)(3)
52-1750188
(d)
Amount of
Cash Grant
First PresbyterianChurch-MidlandTX
52-1265221
75-1301544
501(c)(3)
$5,125 00
NIA
Cash
NIA
ProJectVentas
1214 West Boston Post Road, #145
Mamaroneck, NY 10543
27-2894856
501(c)(3)
$50,000 00
NIA
Cash
NIA
for Aeneraloperations
C1v1I
War Trust
1156 15th Street, NW, Suite 900
Washinoton, DC 20005
54-1426643
501(c)(3)
$50,000 00
NIA
Cash
NIA
94-3255845
501(cll3)
$25,000 00
N/A
Cash
N/A
Donors
Ca_E)_l_tal
Fun_d, Inc
27
54-1934032
and lndv1duals
in the
U S.
of
(b)
(c)
EIN
IRC
Section
or
(e)
(d)
Amount
1f
of
Cash Grant
(g)
(f)
of
Non-Cash
Assistance
Applicable
Government
Amount
Method
Valuation
(book,
appraisal,
Description
of
FMV,
(h)
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
Heartland Institute
One South Wacker Drive
Suite 2740
Ch1ca110.
IL 60606
36-3309812
501(c)(3)
$80,000 00
NIA
Cash
NIA
54--0699599
501(c)(3)
$50,000 00
NIA
Cash
NIA
63--0809568
501(c)(3)
$1,500 00
NIA
Cash
NIA
22-1500498
501(C)(3)
$250,000 00
NIA
Cash
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandria, VA 22314
26-4066298
501(c)(3)
$250,000 00
NIA
Cash
NIA
Freedom Foundation of MN
900 2nd Avenue South
Suite 570
M1nneapohs,MN 55402
36-4592698
501(c)(3)
$19,850 00
NIA
Cash
NIA
20-8036372
501(c)(3)
$650,000 00
NIA
Cash
NIA
for 11eneraloperations
20-8809060
501(c)(3)
$19,000 00
NIA
Cash
NIA
Schedule
2013
28
(g)
(h)
Amount of
Non-Cash
Assistance
Description of
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$15,000 00
NIA
Cash
NIA
for 11eneraloperations
501/c\13)
$50,00000
NIA
Cash
NIA
for 11eneraloperations
57-0952531
501(c)(3l
$15,000 00
NIA
Cash
NIA
OpportunityOhio
PO Box 98
Dublin, OH 43017-0098
60-0829668
501(c)(3)
$25,00000
NIA
Cash
NIA
Span<Freedom
605 Long Branch Road
Lancaster,TN 38569
27-4827443
501(c)(3)
$7,000 00
NIA
Cash
NIA
State PolleyNetwor1<
1655 North Fort Myer Dnve
Suite 360
Arlin11ton,
VA 22209-3108
57-0952531
5011c)(3)
$80,00000
NIA
Cash
NIA
for 11eneraloperations
74-2524057
501(c)(3)
$100,00000
NIA
Cash
NIA
FederalistSociety
101518th Street. NW
Su1te425
Washinaton,DC 20036-5221
36-3235550
501(c)(3)
$1,312,28500
NIA
Cash
NIA
(b)
EIN
(c)
IRC
Section 1f
Applicable
4!;-2805369
501(c)(3)
27-1501919
State PolleyNetwor1<
1655 North Fort Myer Dnve
Su1fe360
Arlington,VA 22209-3108
(a)
(d)
Amount of
Cash Grant
(e)
29
(f)
(g)
(h)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
Purposeof
Grant or
Assistance
$50,00000
NIA
Cash
NIA
501(c)(3)
$200,00000
NIA
Cash
NIA
26-4066298
501(c)(3)
$250,00000
NIA
Cash
NIA
52-1455677
501(c)(3)
$21,331 00
NIA
Cash
NIA
(a)
(bl
(c)
EIN
IRC
Section 1f
Applicable
52-1455677
501(c)(3)
52-1601976
Franklin Center
1229 King Street
3rd Floor
Alexandria,VA 22314
(d)
Amount of
Cash Grant
Jud1c1al
EducationPro1ect
3220 N Street, NW
Suite 268
Washington,DC 20007
20-2466871
501(c)(3)
$210,00000
NIA
Cash
NIA
American LeglslabveExchangeCouncil
2900 Crystal Dnve
Su1te600
Arlington,VA 22202
52-0140979
501(c)(3)
$65,00000
NIA
Cash
NIA
CatholicAssoc1at1on
Foundation
3220 N Street NW
Suite 126
Washington,DC 20007
20-2387967
501(c)(3)
$60,00000
NIA
Cash
NIA
501(c)(3)
$5,000 00
NIA
Cash
NIA
First PresbyterianChurch-MidlandTX
800 West Texas Avenue
Midland,TX 79701
30
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
Amount of
Cash Grant
(g)
(e)
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
Description of
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
Spark Freedom
605 Long Branch Road
Lancaster,TN 38569
27-4827443
501(c)(3)
$58,45000
NIA
Cash
NIA
Hudson Institute
101515th Street, NW
Suite 600
Washington,DC 20005
13-1945157
501(c)13l
$2,000,00000
NIA
Cash
NIA
Legacy Foundation
2740 South Glass Street
Sioux C1tv,IA 51106
26-3853831
501(c)(3)
$50,000 00
NIA
Cash
NIA
Vanguard ChantableEndowmentProgram
PO Box 55766
Boston, MA 02205-5766
23-2888152
501(c)(3)
$500,00000
NIA
Cash
NIA
for a donor-advisedfund
account
DonorsTrust
109 North Henry Street
Alexandna,VA 22314-2903
52-2166327
501(c){3)
$75,00000
NIA
Cash
NIA
for a donor-advisedfund
account
20-3676886
501(c)(3l
$175,00000
NIA
Cash
NIA
FranklinCenter
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)(3)
$275,00000
NIA
Cash
NIA
20-8036372
501(c)(3)
$150,00000
NIA
Cash
NIA
Donors
Capital
Sch I, Grants
31
54-1934032
FLmd, Inc
to Organizations
and lndv1duals
m the U S.
(a)
Name and Address
Organization
of
(b)
(C)
EIN
IRC
or
Section
Government
1f
of
Cash Grant
Amount
of
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
(d)
Amount
Method
Valuation
of
(book,
appraisal,
Descnpt1on
FMV,
(h)
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
38-2701547
501(c)C3)
$15,000 00
NIA
Cash
NIA
Mar1<etResearch Foundation
10424 Woodbury Woods Court
Fairfax, VA 22032-3728
20-4155641
501(c)(3)
$750,000 00
NIA
Cash
NIA
Spar1<Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c)(3)
$17,500 00
NIA
Cash
NIA
57-0952531
5011cl13l
$8,000 00
NIA
Cash
NIA
Spar1<Freedom
605 Long Branch Road
Lancaster, TN 38569
27-4827443
501(c)(3)
$56, 100 00
NIA
Cash
NIA
57-0952531
501(c)(3)
$62,700 00
NIA
Cash
NIA
23-7749796
501(c)(3)
$431,250 00
NIA
Cash
NIA
59-1588825
501(c)(3)
$80,000 00
NIA
Cash
NIA
for FM13PRFA
Schedule
DonorsCaQ1tal
Fun__g_,
Inc. 54-1934032
Sch I, Grants to Organizations
32
and lndv1duals
in the
US
of
(b)
(C)
(d)
EIN
IRC
Amount
or
Section
Government
1f
Amount
Cash Grant
of
Non-Cash
Assistance
Applicable
(g)
(f)
(e)
of
Method
Valuation
of
(book, FMV,
appraisal,
Description
(h)
of
Purpose
of
Non-Cash
Grant or
Assistance
Assistance
other)
DonorsTrust
109 North Henry Street
Alexandria, VA 22314-2903
52-2166327
501(c)(3)
$674,443 02
NIA
Cash
NIA
57-0952531
501(c)(3)
$21,500 00
NIA
Cash
NIA
DonorsTrust
109 North Henry Street
Alexandria, VA 22314-2903
52-2166327
501(c)(3)
$100,000 00
NIA
Cash
NIA
501(c)(3)
$400 00
NIA
Cash
NIA
45-2637507
501(c)(3)
$75,000 00
NIA
Cash
NIA
Young Life
PO Box 520
Colorado Spnngs, CO 80901
84-0385934
501(c)(3)
$5,000 00
NIA
Cash
NIA
Franklin Center
1229 King Street
3rd Floor
Alexandna, VA 22314
26-4066298
501(c)(3)
$100,000 00
NIA
Cash
NIA
26-0006579
501(c)(3)
$13,000 00
NIA
Cash
NIA
Schedule
2013
33
(b)
(c)
(d)
(e)
(f)
(g)
(h)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
DonorsTrust
109 North Henry Street
Alexandria,VA 22314-2903
52-2166327
501(c)(3)
$25,00000
NIA
Cash
NIA
for marketingoperations
DonorsTrust
109 North Henry Street
Alexandria,VA 22314-2903
52-2166327
501(c)(3)
$250,00000
NIA
Cash
NIA
for a donor-advisedfund
account
Franklin Center
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)(3)
$150,00000
NIA
Cash
NIA
22-3786806
501(c}(3}
$10,00000
NIA
Cash
NIA
Security ResearchAssociates,Inc
2200 4th Avenue North
Su1te3
Lake Worth, FL 33461
74-2209420
501(c)(3)
$30,00000
NIA
Cash
NIA
27-0271657
501(c)(3}
$20,00000
NIA
Cash
NIA
27-0271657
501(c)(3}
$10,00000
NIA
Cash
NIA
63-0809568
501(clC3l
$15,00000
NIA
Cash
NIA
34
(b)
(c)
EIN
IRC
Section 1f
Apphcable
(d)
Amount of
Cash Grant
(e)
(f)
(g)
(h)
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
Purposeof
Grant or
Assistance
6~809568
501(cl(3)
$10,00000
NIA
Cash
NIA
GovernmentResearch
Americansfor L1m1ted
Foundation
10332 Main Street
#326
Fairfax,VA 22030
52-2020468
501(c)(3)
$200,00000
NIA
Cash
NIA
Amenca'sFuture Foundation
151316th Street. NW
Washinaton,DC 20036
52-1928321
50Hc)(3)
$70,00000
NIA
Cash
NIA
BeaconCenter of Tennessee
PO Box 198646
Nashville,TN 37219
20-1808567
501{C){3)
$9,000 00
NIA
Cash
NIA
20-1808567
501(c)(3)
$30,00000
NIA
Cash
NIA
BluegrassInstitute
PO Box 11706
Lexington,KY 40577-1706
11-3691643
501(c)(3)
$20,00000
NIA
Cash
NIA
Buckeye Institute
88 East Broad Street, Suite 1120
Columbus,OH 43215-3506
31-1278593
501(c)(3)
$10,00000
NIA
Cash
NIA
BuckeyeInstitute
88 East Broad Street, Suite 1120
Columbus,OH 43215-3506
31-1278593
501(c)(3)
$3,000 00
NIA
Cash
NIA
35
(e)
Amount of
Non-Cash
Assistance
(f)
(g)
(h)
Method of
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
NIA
Cash
NIA
$17,50000
NIA
Cash
NIA
501(C)(3)
$10,00000
NIA
Cash
NIA
for generaloperations
93-1045925
501(c)(3)
$15,00000
NIA
Cash
NIA
23-2473645
501(c)(3)
$5,000 00
NIA
Cash
NIA
23-2473645
501(c)f3)
$15,00000
NIA
Cash
NIA
for aeneraloperations
46-1967416
501(c)(3)
$25,00000
NIA
Cash
NIA
for generaloperations
Foundationfor GovernmentAccountab1hty
15275Collier Boulevard
Suite 201-279
Naples.FL 34119
45-2637507
501(cl(3l
$3,00000
NIA
Cash
NIA
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
CahfornlaPublic PolleyCenter
16002Irvine Boulevard
Suite 106
Tustin, CA 92760
27-2670463
501(C)(3)
$25,00000
CaliforniaPublic PolleyCenter
16002Irvine Boulevard
Suite 106
Tustin,CA 92760
27-2670463
501Cc)(3)
CahformaPublic PolleyCenter
16002Irvine Boulevard
Suite 106
Tustin, CA 92760
27-2670463
CascadePolleyInstitute
4650 SW SchollsFerry Road
Suite #103
Portland,OR 97225
36
(b)
(c)
(d)
(e)
(f)
(g)
(h)
Nameand Addressof
Organizationor
Government
EIN
IRC
Sectionif
Applicable
Amount of
Cash Grant
Amountof
Non-Cash
Assistance
Methodof
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purposeof
Grant or
Assistance
Foundationfor GovernmentAccountab1hty
15275Collier Boulevard
Suite 201-279
Naples,FL 34119
45-2637507
501(c)(3)
$25,00000
NIA
Cash
N/A
Foundationfor GovernmentAccountab1hty
15275Collier Boulevard
Suite 201-279
Naples,FL 34119
45-2637507
501(c)(3)
$200,00000
NIA
Cash
NIA
Foundationfor GovernmentAccountab1hty
15275Collier Boulevard
Suite 201-279
Naples,FL 34119
45-2637507
501(C)(3)
$4,00000
NIA
Cash
NIA
FranklinCenter
1229King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(C)(3)
$100,00000
NIA
Cash
NIA
FranklinCenter
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(c)(3)
$9,900 00
NIA
Cash
N/A
FranklinCenter
1229 King Street
3rd Floor
Alexandria,VA 22314
26-4066298
501(C)(3)
$18,92000
NIA
Cash
NIA
for generaloperations
FreedomFoundation
PO Box 552
Olvmp1a,WA 98507
94-3136961
501(c)(3)
$15,00000
NIA
Cash
NIA
for aeneraloperations
Idaho FreedomFoundation
2404 Bank Dnve
Suite 314
Boise, ID 83705
26-3783048
501(c)(3l
$25,00000
NIA
Cash
NIA
for 11eneraloperations
37
(b)
EIN
(c)
IRC
Section 1f
Applicable
(d)
(e)
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
(f)
Method of
Valuation (book, FMV,
appraisal,
other)
(g)
Descriptionof
Non-Cash
Assistance
(h)
Purpose of
Grant or
Assistance
lll1no1s
PolleyInstitute
190 South LaSalleStreet
Suite 1630
Ch1caao,IL 60603
41-2057028
501(c)(3)
$3,000 00
NIA
Cash
NIA
IllinoisPolleyInstitute
190 South LaSalleStreet
Suite 1630
Ch1ceao,IL 60603
41-2057028
50Hcl(3l
$15,00000
NIA
Cash
NIA
IndependenceInstitute
727 East 16thAvenue
Denver,CO 80203
84-0990300
501(c)(3}
$20,00000
NIA
Cash
NIA
for aeneraloperabons
59-2811908
50Hc)(3)
$25,00000
NIA
Cash
N/A
38-2701547
501(cX3)
$15,00000
NIA
Cash
NIA
38-2701547
501{c}(3)
$10,00000
NIA
Cash
NIA
22-3888250
so1<cX3)
$20,00000
NIA
Cash
NIA
for aeneralooerat1ons
MarylandPublic PolleyInstitute
PO Box 195
Germantown,MD 20875-0195
52-2199055
501(c)(3)
$20,00000
NIA
Cash
NIA
for aeneralooerabons
------
- ---
38
(c)
(d)
(e)
(f)
(g)
(h)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
Amount of
Non-Cash
Assistance
Method of
Valuation (book, FMV,
appraisal,
other)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
88-0276314
50HclC3)
$20,00000
NIA
Cash
NIA
for 11eneraloperations
73-1436375
501(c)(3l
$3,000 00
NIA
Cash
NIA
73-1436375
501(c)(3)
$25,00000
NIA
Cash
NIA
OpportunityOhio
POBox98
Dublin, OH 43017-0098
80-0829668
501(c)(3)
$25,00000
NIA
Cash
NIA
PalmettoPolleyForum
PO Box 12676
Columbia,SC 29211
26-3077338
501(c)(3)
$17,50000
NIA
Cash
NIA
22-2632081
501(c)(3)
$15,00000
NIA
Cash
NIA
for 11eneraloperations
20-8809060
501(c)(3)
$25,00000
NIA
Cash
NIA
45-2805369
501(c)(3)
NIA
Cash
NIA
(a)
Name and Address of
Organizationor
Government
$6,700 DO
39
(f)
Method of
Valua!lon (book, FMV,
appraisal,
other)
(g)
(h)
Descriptionof
Non-Cash
Assistance
Purpose of
Grant or
Assistance
$25,00000
NIA
Cash
NIA
for generaloperations
501(c)(3)
$20,00000
NIA
Cash
NIA
2()..1957878
501(c)(3)
$3,000 00
NIA
Cash
NIA
for generaloperations
Show-MeInstitute
4512 West Pine Boulevard
St LOUIS,
MO 63108
20-1957878
501(cl13)
$8,00000
NIA
Cash
NIA
Spark Freedom
605 Long BranchRoad
Lancaster,TN 38569
27-4827443
501(c)(3)
$69,79500
NIA
Cash
NIA
Spark Freedom
605 Long BranchRoad
Lancaster,TN 38569
27-4827443
501(c)(3)
$100,00000
NIA
Cash
NIA
Spark Freedom
605 Long BranchRoad
Lancaster,TN 38569
27-4827443
501(c)C3)
$30,50000
NIA
Cash
NIA
State BudgetSolutions
6400 Kings Crest Court
Chesterfield,VA 23832
27-1501919
501(c)(3)
$10,00000
NIA
Cash
NIA
for generaloperations
(a)
(b)
(c)
(d)
EIN
IRC
Section 1f
Applicable
Amount of
Cash Grant
45-2805369
501(c)(3l
Rio GrandeFoundation
PO Box40336
AlbuQuerQue,
NM 87196
85-0468446
Show-MeInstitute
4512 West Pine Boulevard
St LOUIS,
MO 63108
40
(f)
(g)
Methodof
Valuation(book, FMV,
appraisal,
other)
Descnpt1onof
Non-Cash
Assistance
NIA
Cash
NIA
$203,05000
NIA
Cash
NIA
501(c)l3l
$25,00000
NIA
Cash
NIA
74-2524057
501(c)(3)
$3,000 00
NIA
Cash
NIA
WashingtonPolley Center
PO Box 3643
Seattle, WA 98124-3643
91-1752769
501(c)(3)
$15,00000
NIA
Cash
NIA
Yankee Institute
800 ConnecticutBoulevard
Suite 302
East Hartford,CT 06108
52-1358144
501(c)(3)
$15,000 00
NIA
Cash
NIA
WoundedWarner ProJect,Inc
4899 Belfort Road
Suite 300
Jacksonvdfe,FL 32256
20-2370934
501(c)(3)
$30,00000
NIA
Cash
NIA
for wheelchairsand
prostheses
(a)
(b)
(c)
EIN
IRC
Section1f
Applicable
27-1501919
501(c)(3)
$4,500 00
State PohcyNetwork
1655 North Fort Myer Drive
Suite 360
Arl1naton,VA 22209-3108
57-0952531
501(c)(3)
SutherlandInstitute
GatewayTower West Building
15 West South Temple, Suite 200
Saft Lake C1tv,UT 84101
87-0531727
Texas PubhcPohcyFoundation
900 CongressAvenue
Suite 400
Austin, TX 78701
(d)
Amount of
Cash Grant
(hi
Purposeof
Grant or
Assistance
.r
54-1934032
welfare,health, environment,
economics,
governance,foreignrelations, andarts andculture; andwhichencourage
philanthropy
and individual giving and responsibility as an answerto society's needs, as opposedto governmentalinvolvement.
Connecticut
Florida
Illinois
New York
Tennessee
Virginia
Washington
New York
Pennsylvania