Professional Documents
Culture Documents
Donors Trust 2017 990
Donors Trust 2017 990
1. General Information
0 1 0 1 1 2 3 1 2 0 1 7
For Fiscal Year Beginning (mm/dd/yyyy) / / 2017 and Ending (mm/dd/yyyy) _ / /
Name of Organization: Employer Identification Number (EIN):
Check if Applicable:
DONORS TRUST INC 5 2 2 1 6 6 3 2 7
Address Change
2. Certification
See instructions for certification requirements. Improper certification is a violation of law that may be subject to penalties. The certification requires two
signatories.
We certi6, under penalties of perjury that we re ed this por including all attachments, and to the best of our knowledge and belief,
they are true, correct and comple ' • • • c• • .• e laws of the State of New York applicable to this report.
LAWS° N . BADER, PRESIDENT & CEO 05/1 5/2019
fellrf
kivrIS:
President or Authorized Officer: • a -. . - k ,14--A-aa..e. PrinLName and Title Date
3a. 7A filing exemption: Total contributions from NY State including residents, foundations, government agencies, etc. did not exceed $25,000
and the organization did not engage a professional fund raiser (PFR) or fund raising counsel (FRC) to solicit contributions during the fiscal year.
3b. EPTL filing exemption:Gross receipts did not exceed $25,000 and the market value of assets did not exceed $25,000 at any time during the
fiscal year.
5. Fee
See the checklist on the 7A filing fee: EPTL filing fee: Total fee:
next page to calculate your Make a single check or money order
fee(s). Indicate fee(s) you $ 25 $ 0 25 payable to:
are submitting here: "Department of Law"
Check the schedules you must submit with your CHAR500 as described in Part 4:
• If you answered "yes" in Part 4a, submit Schedule 4a: Professional Fund Raisers (PFR), Fund Raising Counsel (FRC), Commercial Co-Venturers (CCV)
• If you answered "yes" in Part 4b, submit Schedule 4h: Government Grants
Check the financial attachments you must submit with your CHAR500:
in All additional IRS Form 990 Schedules, including Schedule B (Schedule of Contributors). Schedule B of public charities is exempt from disclosure
and will not be available for public review.
1---1 Our organization was eligible for and filed an IRS 990-N e-postcard. Our revenue exceeded $25,000 and/or our assets exceeded $25,000 in the
I—I filing year. We have included an IRS Form 990-EZ for state purposes only.
If you are a 7A only or DUAL filer, submit the applicable independent Certified Public Accountant's Review or Audit Report:
El Review Report if you received total revenue and support greater than $250,000 and up to $750,000.
• Audit Report if you received total revenue and support greater than $750,000
El No Review Report or Audit Report Is required because total revenue and support is less than $250,000
0 We are a DUAL filer and checked box 3a, no Review Report or Audit Report is required
For EPTL and DUAL filers, calculate the EPTL fee: EPTL filers are registered under the Estates, Powers &Trusts
Law CEPTL") because they hold assets and/or conduct
• $0, If you checked the EPTL exemption in Part 3b activites for charitable purposes in NY.
El $25, If the NET WORTH is less than $50,000
DUAL filers are registered under both 7A and EPTL.
E] $50, if the NET WORTH Is $50,000 or more but less than $250,000
EXEMPT filers have registered with the NY Charities Bureau
El $100, if the NET WORTH is $250,000 or more but less than $1,000,000 and meet conditions in Schedule E - Registration
$250, if the NET WORTH Is $1,000,000 or more but less than $10,000,000 Exemption for Charitable Organizations. These
organizations are not required to file annual financial reports
Ej $750, if the NET WORTH is $10,000,000 or more but less than $50,000,000 but may do so voluntarily.
El $1500, if the NET WORTH Is $50,000,000 or more Confirm your Registration Category and learn more about NY
law at www.CharitiesNYS.com.
Send Your Filing
Send your CHAR500, all schedules and attachments, and total fee to: Where do find my organization's NET WORTH?
NET WORTFI for fee purposes is calculated on:
NYS Office of the Attorney General - IRS From 990 Part I, line 22
Charities Bureau Registration Section - IRS Form 990 EZ Part I line 21
28 Liberty Street - IRS Form 990 PF, calculate the difference between
New York, NY 10005 Total Assets at Fair Market Value (Part II, line 16(c)) and
Total Liabilities (Part II, line 23(b)).
Need Assistance?
Visit: www.CharitiesNYS.com
Call: (212) 416-8401
Email: Charities.Bureau@ag.ny.gov
CHAR500 Annual Filing for Charitable Organizations (Updated April 2018) Page 2
Form 990 Return of Organization Exempt From Income Tax
OMB No. 1545-0047
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2017
10. Do not enter social security numbers on this form as it may be made public. Open to Public
Department of the Treasury I
Internal Revenue Sesvice 1 Go to tinnv.irs.gov/Fom7990 for Instructions and the latest Information. Inspection
A For the 2017 calendar year, or tax year beginning , 2017, anti ending ,20
EI Check if appRcable: IC Name of organization Donors Trust , Inc . 0 Employer Identification number
El Address change Doing business as 52-2166327
Ei Name change Number ante sheet (or P.O. box if mall Is not delivered to street address) Room/state E Telephone number
0 Initial return I 1800 Diagonal Rd 2 80 (703)535-3563
El Final returenernelnated City cr town. slate ar province. country. and ZIP or foreign postal code
0 Amended mtum I Alexandria, VA 22314 G Gross receipts S 129,070,435.
Application pending F Name and address ot principal offtcer: Nei Isthis grouped= tar settadrestres70 Yes ig No
I Lawson R. Bader, 1800 Diagonal Rd Ste 280, Alexndria, VA 22314 N(b) Ara all subordinates Included? 0 Yes El No
a Tax-exempt status: El 501(03) 0501(c) ( ) (insert no.) El 4947(a)(1) or 0 527 it 'No," attach a list. (see instnections)
J Wobsito: WWw . donorstrust . orq H(c) Group exemption number
K Fenn of argenizationigl Corporation 0 Trust Association 0 Other I L Year
Yaw of formation:
formatter 19 9 91 M State of legal domicile: VA
Part I Summary
1 Briefly describe the organization's mission or most significant activities: SUPPORT CHARITIES & spoNsolt PROGRAM
WHICH ALLEVIATE , THROUGH EDUCATION, RESEARCH & PR/VATE INITIATIVES, SOCIETY ' S MOST
I
PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE HEALTH,
E
0l
, 2 Check this box lli. II if the organization discontinued its operations or disposed of more than 25% of ts net assets.
a 3 Number of voting members of the governing body (Part VI, line la) 3 4
c'Et 4 Number of Independent voting members of the governing body (Part VI, line lb) . . . 4 3
40 6 Total number of individuals employed in calendar year 2017 (Part V, line 2a) 5 e
- 6 Total number of volunteers (estimate If necessary) 8 0
U
a 7a Total unrelated business revenue from Part VIII. column (c), line 12 70 o.
b Net unrelated business taxable income from Form 990-T, Fine 34 7b O.
Prior Year Carted Year
0 8 =
Contributions and grants (Part VIII, line 1h) 89,187,534. 110,305,253.
c
0 9 Program service revenue (Part V111, line 2g) 330. 0.
r, 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 3,395,391. 2,656,531.
cc
11 Other revenue (Part VIII, column (A), lines 5, 6d. 8c, 9c, 10c, and 11e) . . . 51.
12 Total revenue-add lines 8 through 11 (must equal Part VIII, column (A), line 12) 92,583,255. 112,961,835.
13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 66.703,715. 110,635,290.
14 Benefits paid to or for members (Part 1X, column (A), line 4) O. O.
co
0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 1,086,690. 1,118,868.
1 168 Professional fundraising fees (Part IX, column (A), line 11e) O.
0
iKx b Total fundraising expenses (Part IX, column (D), Ilne 25) 10' 7 74 , 4 82 • .. , . , . ' . ' r.:.::::,1 ',..:1;;: '''..; :',....:'if ,:..,',.';V:1,..,..1:',::,.::
'a 17 Other expenses (Part IX, COlumn (A), lines 11a-11d, llf-24e) 827 , 952 . 1,027,637.
18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 68,618,357. 112,781,795.
19 Revenue leas expenses. Subtract line 18 from rine 12 23,964,898. 180,040.
:4 Beginning of Current Year End of Year
'1 20 Total assets (Part X line 16) 188,048,966. 211,057,394.
1 3 21
,, Total Hat:Aides (Part' X, line 26) 583,741. 628,099.
ii fi
XX 22 Net assets or fund balances. Subtract line 21 from line 20 187,465,225. 210 429,295.
Part II SigtlatUre 13100k
Under panatelas of pratury. I declare that I have examined this totem. Including accompanytng schedules and statements, and to the best of my knowledge and belief. It Is
true, correct. and complete. Dectandlon of proParei (other than officer) Is based on all informatfon of which prepare? has any knowledge.
I Mz.N1 IS ZOI
Sign sZo
., office
% Date
Nere La son R Bader, President & CEO
Type or print
print name
name and
andtido
Me
I PT1N
Paid
PrlinnYawaiwepaters name Preparer's signature Date
Check D If
sell-employed
Pre pa rer
Use Only
Firrn's address a.
. Self-Prebare FiffeS EIN
Phone no.
May the IRS discuss this retum with the preparer shown above? (see instructions) glYes 0 NO
For Paperwork Reduction Act Nodce, se, the separate Instructions. BAA REVlanariSPRO Form NO C2017)
Fami 990 C2017) Page 2
WEIR Statement of Program Service Accomplishments
Check if Schedule 0 contains a response or note to any line in this Part III
1 Briefly describe the organizatIon's mission:
SUPPORT CHARITIES & SPONSOR PROGRAMS
WHICH ALLEVIATE,. THROUGH EDUCATION, RESEARCH & PRIVATE INITIATIVES, SOCIETY'S MOST
PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE., HEALTH,
2 Did the organization undertake any significant program services during the year which were not listed on the
prior Form 990 or 990-E2? 0 Yes El No
If "Yes," describe these new services on Schedule O.
3 Did the organization cease conducting, or make significant changes In how it conducts, any program
services? 0 Yes rgi t4o
If "Yes," describe these changes on Schedule O.
4 Describe the organization's program se,rvice accomplishments for each of Its three largest program services, as measured by
expenses. Section 501(c)(3) and 501(c)(4) organizations am required to report the amount of grants and allocations to otherS.
the total expenses, and revenue, if any, for each program service reported.
4a (Code: ) (Expenses $3.11 554 s 156 . Including grants of $ 110, 612, 406 . (Revenue $ 0 .
OAP PROGRAM - A 0011QE_APVXMIIINp APAELEMBAH AWANANG PAESONXBIDDX05 T4
ADVISE GRANTS THAL§Mgig cHARITIES 1.14MAMIA...XBBP.M..012.021PPL.
RESEARCH App PuVATE XPIxx;ATAIM., wcIETY'4 RWMAY4 ANP BAWCAL NEEDS.,
;NclitiDANg THQ5E RELATING TO souht. 14 A10THA. ENVIROWNT., EQ4PQMICS,
PQMONAKBA FOB;GN RELATIONS ANK, ARXE ANE.CWITUREI_AHE wucam00409
EllIvAXE_EHAPPITHRWX.M.11..X.NPVIDPALLOYANA.MII.RE5205IBMIMALAN ANSwER To
SQCIETY NEEDS, As oagggp WyERNmENTAL Ailypkypignmi
10a Did the organization have local chapters, branches, or affiliates? 10a X
b If "Yes," did the organization have written policies and procedures goveming the activities of such chapters,
affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b
11a Has the organization provided a complete copy of this Forre 990 to all members of its governing body before filing Me form? 11a
b Describe in Schedule 0 the process, if any, used by the organization to review this Form 990.
12a Did the organization have a written conflict of interest policy? If "No," go to line 13 ii;
b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b
c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes,"
describe in Schedule 0 how this was done 12c
13 Did the organization have a written whistleblower policy? 13 X
14 Did the organization have a written document retention and destruction policy? 14
15 Did the process for determining compensation of the followhig persons include a review and approval by
independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official 15a
b Other officers or key employees of the organization 15b
If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions).
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement
with a taxable entity during the year? 16;
b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its
participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the
organization's exempt status with respect to such arrangements?
Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed10.
18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only)
available for public inspection. Indicate how you made these available. Check all that apply.
1:1 Own website El Another's website Ej Upon request D Other (explain In Schedule 0)
19 Describe in Schedule 0 whether (and if so, how) the organization made its goveming documents, conflict of interest policy, and
financial statements available to the public during the tax year.
20 State the name, address, and telephone number of the person who possesses the organization's books and records: 0-
Donors Trust, 1800 Diagonal Rd Ste 280 , Alexandria„ VA 22314 003)53S-3563
REV 1tV113/18 PRO Fomi 990 (2017)
Form 990 (2017) Page 7
Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and
Independent Contractors
Check if Schedule 0 contains a response or note to any line In this Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
la Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the
organizatIon's tax year.
• List all of the organization's (=rent officers, directors, trustees (whether individuals or organizations), regardless of amount of
compensation. Enter -0- In columns (D), (E), and (F) if no compensation was paid.
• Ust all of the organization's current key employees, if any. 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 (i3ox 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
• Ust all of the organization's forrner officers, key employees, and highest compensated employees who received rnore than
$100,000 of reportable c,ompensation from the organization and any related organizations.
• List all of the organization's forrner 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.
Ust persons In the following order: individual trustees or directors; Institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
El Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(0)
(A) Position
On (0) (E) in
(do not check more than one
Name and Tele Average box, unless parson Is both an Reputable Reportable Estimated
hours per officer and a directoritrustee) compensation compensation from amount of
week (list any tram related other
hours for ng.e g Ra ..cF. i 1 - the organizatiens compensation
related 18:q qi a organization ON•2/1099•MIS0) from the
organizations & 1.7 (W-2/1099-1111SC) organization
below dotted .. g 8 and related
tine) iI organizations
2
a 1
a
0)Lawson R Bader 42.00
President & CEO 3.00 X X 306,655. O. 30,666.
MKimheEly 0 Dennis - 1.00
Chairman 0.50 X O. O. O.
Agames Piereson - 0.50
Vice Chairman 0.00 X O. O. O.
_04Thomas E Beach 0.50
Director , 0.00 X O. O. O.
Olgeffrey C Kysik - 42.00,
X 248,700. O. 24,870.
. CFO, Treas. A 3.00
_ffiLEt. r. 4....Liosett
. 45.00
Dir Growth Strat/Secretary 0.00 X X 152,630. O. 15,263.
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REV 1OREV1IIRRO Fenn WO (2017)
Form 990 (2017) Page 8
MEM I Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cantina
iC)
(A) Position
On (do rust check rnoro than ono CO) CP (F)
Name and title Averago box. unless person Is both an Reportable Reportable Estimated
Nom Por officer and a directontrustee) oomPoosoliort comPeosation from amount of
' from related other
week (list am/
hours for
related.
el
at
I 2
— il 1
g
i 14
la X the organizations
1 organization (W-2/1099-MISC)
compensation
from the
organizations n §. '` (W-2/1099-MISC) organization
below dotted QI k i 1 and related
One) organizations
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1
lb Sub-total . 10. 707,985. O. 70,799.
c Total from continuation sheets to Part VU, Section A 10
d Total (add lines lb and 1c) ii* 707,985. 0. 70,799.
2 Total number of individuals fincludina but not limited to those listed abovel who received more than $100.000 of
reportable compensation from the organization 10. 3
Yes No
3 Did the organization fist any former officer, director, or trustee, key employee, or highest compensated
employee on line la? lf -Yes," complete Schedule J for such Individual 3 X
4 For any Individual listed on line la, is the sum of reportable compensation and other compensation from the
organization and related organizations greater than $150,000? lf "Yes," complete Schedule J for such
individual X
s Did any person listed on line la receive or accrue compensation from any unrelated organization or individual
for services rendered to the organization? lf "Yes," complete Schedule J for such person 5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax
year.
(A) (B) (C)
Name and business address Description of services Compensation
Claire Kittle, 1490 Greenshade Way, Mount Pleasant , SC 29466 Achinistrative al recruitiag services 150,000.
2 Total number of independent contractors (including but not limited to those listed above) who •
received more than $100,000 of compensation from the organization IP. 1 • •
REV merle PRO Form 990(2017)
Form 990 (2017) Page 9
Statement of Revenue
Check If Schedule 0 contains a response or note to any line in this Part VIII
(A) MO (C) (D)
• Total revenue Related or Urvelated Revenue
exempt business exduded from tax
function revenue under sections
mvwue 512-514
$2
c , 1a Federated campaigns . . . la
e=g
o b Membership dues . . . . lb
4. 4 c Fundraising events . . . . lc .
.
5
4,A d Related organizations . . . ld
,c7 T e Government grants (contributions) le
1re f Ali other contributions, gilts, grants,
Sk and similar amounts not induded above if no , 305, 253 .
.0 -5
Bo
c .0 g encash contributions Included In Imes la-11: S 9 , 880 , 853 .
o c
o CO h Total. Add lines la-lf lo. 110,305,253. .
Go
= Business Codo . . .. .. . ... . .. . . _ . ..._. . ... _
•
c
g; 2a E2t2ense reimbursement 561000 0. 0. 0. 0.
0
cc b
8 c
1
W
tn d
E e
a
CO
0 f All Other program service revenue .
. .
rt. 9 Total. Add lines 2a-21 0. . .. .
3 Investment income (including dividends, interest,
and other similar amounts) 10' 1,869,366. 0. O. 1,869,366.
4 Income from investment of tax-exempt laond proceeds
5 Royalties 10.
.. ..
(I) Real (1i) Personal
. . .
• . .
ea Gross rents . . ..
b Less: rental expenses • .
.
c Rental income or (loss) . , ... .... _ _. ., .. .. ... _.._ _ ...__ ..
d Net rental income or Coss) P.
7a GrOSs Mount from sales ol Ol Securities OD Other . • ,
assets other than Inventory 16 ,895,765. . -
b Less: cost or other basis
and sales expenses . 16,108,600.
c Gain or (loss) . . 787,165. ..... .. ___ .. .......... .... ..... _ .... ...._........ __
d Net gain or (loss) IP' 787,165. 0 ., . 787,165.
•
ei
b
c
ea Gross income from fundraising .
0
> events (not including S •
0 '
co of contributions reported on line 1c). •
L See Part IV, line 18
4D a
g b Less: direct expenses . . . . b
c Net incorne or Coss) from fundraising events . I,
...__ ...._.... ; . ... _________...
. •
9a Gross inr.ome from gaming activities.
See Part IV, line 19 a
b Less: direct expenses . . . . b .. ._.._ .. .._... . ... .. ___. __. _..
c Net income or Coss) from gaming activities . . IP.
10a Gross sales of inventory, less
returns and allowances . . . a
b Less: cost of goods sold . . . b •• ,
c Net Income or (loss) from sales of inventory . . Ix.
Miscellaneous Revenue Business Code • .
______ ...)
lla Em reimbursement 561000 51 . 51 . 0. 0.
b
c
d All other revenue
e Total. Add lines 11a-11d P. 51 . • .
12 Total revenue. See instructions 0. 112,961,835. 51 . O. 2,656,531.
REV 1W18/18 PRO Form OSU (2017)
Form 990 (2017) Page 10
Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organkations must complete column (A).
Check if Schedule 0 contains a response or note to any line in this Part IX CI
Do not Include amounts reported on lines 66, 7b, (A) 03) (c) (c)
Total expenses Program service Management anti Fundraising
8b, 9b, and 10b of Part 1/111. menses general expenses expenses
1 Grants and other assistance to domestic organizations
and domestic governments. See Part IX Me 21 . . 110,635,290. 110,635,290.
2 Grants and other assistance to domestic • 1
•
individuals. See Part IV, line 22 0. O.
3 Grants and other assistance to foreign
organizations, foreign governments, and foreign
individuals. See Pan IV, lines 15 and 16 . . . O. 0. . ... . . .
4 Benefits paid to or for members . . . O. O. :
5 Compensation of current officers, directors,
trustees, and key employees 720,835. 900,294. 94,056. 226,485.
6 Compensation not included above, to disqualified
persons (as defined under section 4958(1)(1)) and
persons described in section 4958(c)(3)(B) . 0. O. 0. O.
7 Other salaries and wages 230,481. 180,911. 7,671. 41 899 .
8 Pension plan accruals and contributions (include
section 40104 and 403(b) employer contributions) 95,132. 52,183. 12,850. ' 30,099.
9 Other employee benefits 13,080. 7 , 4 63 . 1,571. 9,046.
10 Payroll taxes 59,340. 32,598. 8,282. 18,460.
11 Fees for services (non-employees):
a Management 150,000. 150,000. 0. 0.
b Legal 16,786., 16,786. 0. 0.
c Accounting 47,870. 27,286. 5,744. 14 890.
d Lobbying
e Professional fundraising services. See Part IV, !hell
I Investment management fees 121,228. 112,502. 8,726. 0.
g Other. (if line llg amount exceeds 10% of line 25, column
(A) amount, list fine llg expenses on Schedule 0.) . 34,717. 2,134. 6,437. 26,146.
12 Advertising and promotion 105,447. 0. 0. 105,447.
13 Office expenses 11,775. 6,325.. 2,033. 3,417.
14 Information technology 42,691. 20,817. 10,629. 11,245.
15 Royalties
16 Occupancy 135,663. 77,599. 16,144. 41,920.
17 Travel 14,133. 0. 14,133. 0.
18 Payments of travel or entertainment expenses
for any federal, state, or local public officials
19 Conferences, conventions, and meetings 268,528. 42,399. 0. 226,129.
20 Interest
21 Payments to affiliates ,
22 Depreciation, depletion, and amortization 19,834. 11,345. 2,360. 6,129.
23 Insurance 11,106. 6,352. 1, 322 . 3, 4 32 .
24 Other expenses. Itemize expenses not covered
above (List miscellaneous expenses in line 24e. If .
tine 24e amount exceeds 10% of line 25, column .
(A) amount, list tine 24e expenses on Schedule O ) .. . .. ._ _ _.
a Printin2 & production 7 , 804 . 4,464. 929 . 2 , 411 .
b Postase & delivery 10,395. 5, 946 . 1,237. 3,212.
c Telephone 7 , 674 . 4,390. 913 . 2 371 .
d Dues, Subscriptions 14,210. 8,128. 1,691. 4,391.
e All other expenses 7 , 776 . 4,448. 925 . 2,403.
25 Total functional expenses. Add fines 1 through 24e 112 , 781, 795 . 111, 809, 660 . , 197,653. 774,482.
26 Joint costs. Complete this line only if the
organization reported in column (B) joint costs
from a combined educational carnpaigLi and
fundraising solicitation Chedc here 10 DI if
following SOP 98-2 (ASO 958-720) . . . .
REY 10116/18 PRO Foim 990 e2017)
Form 990 (2017) Page 11
;MN Balance Sheet
Check if Schedule 0 contains a response or note to anv line in this Part X
(A) (B)
Beginning of year End of year
1 Cash—non-interest-bearing 1
2 Savings and temporary cash investments 59,656,691. 2 61,102,622.
3 Pledges and grants receivable, net 3
4 Accounts receivable, net 0. 4 0.
6 ;
Loans and other receivables from current and former officers, directors,
trustees, key employees, and highest compensated employees. .... _
Complete Part II of Schedule L 5
6 Loans and other receivables from other disquafified persons (as defined under section •
4958NID, Parsons described in section 4958(c)(3)(8), and contnbuting employers and
sponsoring organizations of section 501(cX9) voluntary employees' beneficiary .._._ . .. .
organizations (see instructions). Complete Part II of Schedule L 6
g
7 Notes and loans receivable, net 7
< 8 Inventories for sale or use 8
9 Prepaid expenses and deferred charges 9
.
10a Land, buildings, and equipment: cost or
other basis. Complete Part VI of Schedule D ipa 202,899. . ...... .
b Less: accumulated depreciation . . . . 10b 72,841. 146,142 . 10c 130,058.
11 Investments—publicly traded securities 55,434,508. 11 62,959,100.
12 Investments—other securities. See Part IV, line 11 72,688,652. 12, 86,536,555.
13 Investments—program-related. See Part IV, line 11 13
14 Intangible assets 14
15 Other assets. See Part IV, line 11 122,973. 15 329,059.
16 Total assets. Add lines 1 through 15 (must equal line 34) 188,048,966. 16 211,057,394.
17 Accounts payable and accrued expenses 583,741. 17 628,099.
18 Grants payable 18
19 Deferred revenue 19
20 Tax-exempt bond liabilities 20
21 Escrow or custodial account liability. Complete Part IV of Schedule D . 21
,
ce n Loans and other payableS to current and former officers, directors,
e ,'
.=. trustees, key employees, highest compensated employees, and .. .. .. . __
.13 disqualified persons. Complete Part II of Schedule L 22
es
—I 23 Secured mortgages and notes payable to unrelated third parties . 23
24 Unsecured notes and loans payable to unrelated third parties . . 24
26 Other liabilities (including federal income tax, payables to related third
parties, and other liabilities not included on lines 17-24). Complete Part X
of Schedule D 25
26 Total liabilities. Add fines 17 through 25 . 583,741. 26 628 , 099 .
Organizations that follow WAS 117 (ASC 958), check here low and
I
as 27
complete lines 27 through 29, and lines 33 and 34.
Unrestricted net assets
. .. ._ . ___ ______ __ .
187,465,225. 27
.__!
210,429,295.
l i 28 Temporarily restricted net assets 28
ts 29 Permanently restricted net assets 29
e I
=
u. Organizations that do not follow SFAS 117 (ASO 958), check here Ir. • and
L. complete lines 30 through 34, I
o
s 30 Capital stock or tnrst principal, or current funds 30
31 Paid-in or capital surplus, or land, building, or equipment fund . . . 31
i32 Retained earnings, endowment, accumulated income, or other funds . 32
.
'23 33 Total net assets or fund balances 187,465,225. 33 210,429,295.
z
34 Total liabilities and net assets/fund balances 188,048,966. 34 211,057,394.
Rare SU() (2017)
REv lone/18m
SCHEDULE A Public Charity Status and Public Support
(Form 990 or 990-EZ)
Contplete d the organization Is a secdon 501(c1(3) organization or a section 4947(aII1) nonexempt charitable trust.
Department of the Treasury Attach to Forrn 090 or Form 800-62. Open to Public
internal Revenue Service P. Go to www.lmgov/Form990 for Instructions and the latest information. Ins •ection
Name of the organization Employer Identlficetton number
Donors Trust, Inc. 52-2166327
Reason for Public Charity Status (All organizations must complete this_part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1 0 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(0.
2 0 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)
3 0 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(ili).
4 0 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(111). Enter the
hospital's name. city, and state:
5 0 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part 11.)
6 0 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(vb
7 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public
described in section 170(b)(1)(A)(vi). (Complete Part II.)
8 0 A community trust described in section 170(b)(1)(11)(A- (Complete Part II.)
9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated in conjunction with a land-grant college
or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or
university:
io El An organization 'that normally receives: (Elmore than 35f/36/0 Ofits support from contributions, membership fees, and gross
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331,3% of its
support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 5090)(2). (Complete Part III.)
11 0 An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
12 0 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to 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 in lines 12a through 12d that describes the type of supporting organization and c.omplete lines 12e, 121, and 12g.
a 0 Type 1. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving
the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the
supporting organization. You must complete Part IV, Sections A and B.
b 0 Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having
control or management of the supporting organization vested in the same persons that control or manage the supported
organization(s). You must complete Part IV, Sections A and C.
c Type III functionally Integrated. A supporting organization operated in connection with, and functionally integrated with,
its supported organization(s) (see instructions). YOU must complete Part IV, Sections A, D, and E.
d 0 Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s)
that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness
requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e D Check this box if the organization received a written determination from the IRS that it is a Type I, Type IL Type III
functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations
Provide the following information about the supported organization(s).
0) Name of supported organization Si) EIN (in Type of organization (lid Is Via organization (v) Amount ol monetary (vi) AmOurd of
(described on lines 1-10 listed In year governing support (see other support (see
above (see InsuuctIons)) docurrent? Instructions) Insuuctions)
Yes No
t/4
(B)
(C)
M4
(E)
Total -
For PapenNork Reduction Act Notice, see the Instructions far Farm 990 990-EZ. BAA Schedule A (Farm ario or 9011.E.21 2017
REV ton ene PRO
Schedule A (Form 990 or 990•EZ) 2017 Page 2
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(1v) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under
Part III. H the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) 11. (a) 2013 (b) 2014 (c) 2015 (d) 2016 (e) 2017 (f) Total
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any"unusual grants.") . . . 103,380,831. 65,582,036, 83,121,978. 89,187,534. 110,305,253. 451,577,632.
2 Tax revenues levied for the
organization's benefit and either paid
to or expended on its behalf . . .
.
3 The value of services or facilities
furnished by a governmental unit to the
organization without charge . . . .
.
4 Total. Add lines 1 through 3 . . . . 103,380,831. 65,582,036. B3,121,978. 89,187,534. 110,305,253. 451,577,632.
5 The portion of total contributions by
•• •
each person (other than a
governmental unit or publicly
'
supported organization) included on
line 1 that exceeds 2% of the amount ' .
shown on line 11, column (f) . . . . , 185,778,999.
•
• • • • • • - • • - •
6 Public support. Subtract line 5 from line 4 • • ' 265,798,633.
Section B. Total Support
Calendar year (or fiscal year beginning in) Po (a) 2013 (b) 2014 (c) 2015 (0) 2016 (e) 2017 (1) Total
7 Amounts from line 4 103,380,831. 65,58:
103,380,831. 65,582,036. 83,121,978. 89,187,534. 110,305,253. 451,577,632.
8 Gross income from interest, dividends,
payments received on securities loans,
rents, royalties, and income from
similar sources 270,233. 4 59, 5 9,577. 1,055,284. 2,746,041. 1,869,366. 6,400,501.
9 Net income from unrelated business
activities, whether or not the business
is regularly carried on
10 Other income. Do not include gain or
loss from the sale of capital assets
(Explain in Part VI.)
11 Total support Add lines 7 through 10 . . 457,978,133.
12 Gross receipts from related activities, etc. (see instructions) I 12 I 0.
13 First fnre years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organizaticm, check this box and stop here 01' 0
b 10%-facts-and-circumstances test-2016.1f the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
Instructions 0
Schedule A (Form 000 or 990-E2) 2017
I Adjusted net income for prior year (from Section A, line 8, Column A) 1 . - .
.
2 Enter 135% of line 1. 2
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 . . .
4 Enter greater of line 2 or line 3. . 4 .
5 Income tax imposed in prior year . 5 . ... .
6 Distributable Amount Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see Instructions). 6
7 III Check here if the current year is the oraanIzation's first as a non-functionally integrated Type III supporting organization (see
instructions).
Schedule A (form 090 or 990-EZ) 2017
7 Amount of expenses incurred in monitoring, iispecting, handling of violations, and enforcing c,onservation easements during the year
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(13)(i)
a.nd section 170(h)(4)(13)(ii)? Yes D No
9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the
organization's accounting for conservation easements.
127M11 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet
works of art, historical treasures, or other similar assets held for public exhibition, education. or research in furtherance of
public service, provide, in Part XIII, the text of the footnote to its financial statements that describes 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, historical 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) Revenue included on Form 990, Part VIII, line 1 $
(ii) Assets included in Form 990, Part X 110- $
2 if the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 95M relating to these items:
a Revenue Included on Form 990. Part VIII, line 1 $
b Assets Included In Form 990, Part X $
For Paperwork Reduction Act Notice, see the instructions for Form 890. Schedule D (Fain 0S0) 2017
REV 10/1E/18 PRO
BAA
Schectule D (form 990) 2017 Page 2
GE111111 I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acquisition, acCession, and other records, check any of the following that are a significant use of its
collection items (check all that apply):
a CI Public exhibition d Loan or exchange programs
b CI Scholarly research e D Other
c 0 Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part
X111.
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization's collection? . . 0 yes 0 No
Escrow and Custodial Arrangements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Forrn
990. Part X, line 21.
la Is the organization an agent, trustee, custodian or other interrnediary for contributions or other assets not
included on Form 990. Part X? 0 Yes 0 No
b If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance . . . lc
d Additions during the year 1d
e Distributions during the year 1e
f Ending balance . . . . 1f
2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? El Yes 1:1 No
b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII . . .
7111V1 Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (by Prior year (c) Two years back Willmermmback (0)Fourviumback
1a Beginning of year balance . . 181,340,385. 163,691,827. 136,724,460. 99,288,970. 28,159,110.
Contributions 110,042,191. 87,112,213. 82,239,895. 64,921,886. 103,143,426.
Net investment eamings, gains, and
losses 25,429,310. -921,349. 13,856,622. 30,326,124. 7,035,457.
Grants or scholarships . . . 110,988,290. 66,610,576.1 68,316,393. 56,936,611. 38,475,416.
Other expenditures for facilities and
programs 0. 859,767. 0. O. 7,766.
Administrative expenses . . . 1,649,761. 1,071,963. 812,757. 875,909. 565,841.
9 End of year balance 204,173,835. 181,340,385. 163,691,827. 136,724,460. 99,288,970.
2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a Board designated or quasi-endowment 10'
Perrnanent endowment IP'
Temporarily restricted endowment P.
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a Are there endowment funds not in the possession of the organization that are held and administered for the
organization by: Yes No
(i) unrelated organizations
pi) related organizations "
b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? 31)
4 Describe in Part XIII the intended uses of the organization's endowment funds.
GEfraT/ Land, Buildings, and Equipment
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Dimc4Wion W pmw?rty (a) Cost or other basis 04 Cost or other basis (el Accumulated NI mmk wilve
(investment) (001M Wmmdation
.
ia Land 0 . . _ .... _ ...... O.
b BuiMMgs O. 0.
c Leasehold improvements . . . 103,967. 19,735. 84,232.
d Equipment 29,211. 20,892. 8,319.
e 00mr 69,721. 32,214. 37,507.
Total. Add lines 1a through le. (Column (d) must equal Fonn 990, Part X, column (B). line 10c.) 110. 130,058.
REV 10/16/18 PRO Schedule D Worm 990) 2017
Schedule D (Form 990)2017 Pogo 3
Part VII Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of securtty or coNjory (b) Book value Cc) Method of valuation:
enclucling name of security) Cost or end-of-year market value
(1) Financial derivatives
(2) Closely-held equity interests 86,536,555. FMV
(3) Other ............
(A)
(B)
(C)
(0)
(F)
(G)
(H)
Total (Colon most equal Form 990, Part X caL firle 86,536,555.
;MIMI] Investments—Program Related.
Complete if the organization answered "Yes" on Forrn 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of Investment I (b) Book value I (c) Mothod of valuation:
Cost or end-of-year market value
TotaL (Column (b) musl equal Form 990, Part X col. (Milne 13.) IP,
GRIND Other Assets.
Complete if the organization answered "Yes" on Forrn 990, Part IV, line 11d. See Forrn 990, Part X, line 15.
fa) Description (b) Book vase
(41
Total. (Column (b) must &prat Form 990, Part X, col. (13) line 15.) 10.
=El Other Liabilities.
Complete if the organization answered "Yes" on Forrn 990, Part IV, line lle or 11f. See Form 990, Part X,
line 25.
1. (a) Description of liability (b) Book yaks°
(1) Federal income taxes
(2)
T31
(5)
(6)
(7)
(8)
Total. (Column fb) must mei Fenn 990, Pall X col. (13) fine 25.) I
Uabllity for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financlal statements that reports the
organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided In Part XIII
Schedule 0 (Form 690) 2017
Schedule D (Fortn 980) 2017 Page 4
r2111U1 Reconciliation of Revenue per Audited Financial Statements With Revenue per Retum.
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
Total revenue, gains, and other support per audited financial statements 1 135,745,865.
2 Amounts included on line 1 but not on Form 990, Part ViII, line 12:
a Net unrealized gains (losses) on investments 2a 22,784,030.
b Donated services and use of facilities 2b
c Recoveries of prior year grants 2c
d Other (Describe in Part XIII.) 2d
e Add lines 2a through 2d 2e 22,784,030.
3 Subtract line 2e from line 1 3 112,961,835.
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . . 4a
b Other (Describe in Part XIII.) 4b ..
c Add lines 4a and 4b 4c
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 5 112,961.835.
MUGU Reconciliation of Expenses per Audited Financial Statements With Eitpenses per Return.
Complete if the organization answered "Yes" on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements • 1 112,781,795.
2 Arnounts included on line 1 but not an Form 990, Part IX, line 25:
a Donated services and use of facilities 2a
b Prior year adjustments 2b
c Other losses 2c
d Other (Describe In Part XIII.) 2d
e Add lines 2a through 2d 2e
3 Subtract line 2e from line 1 3 112,781,795.
4 Amounts included on Forrn 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a
b Other (Describe In Part XIII.) 4b ,
c Add lines 4a and 4b 4c
5 Total expenses. Add lines 3 and 4c. (This must equal Fonn 990, Part !dine 18.) 5 112,781,795,
Part XIII Supplemental Information.
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines la and 4; Part IV, lines lb and 2h; Part V, line 4; Part X, line
2; Part XI, lines 2d and 4h; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
_(?)
,
(4) .
_
(5)
(6)
,
(7)
_ —
(8)
—
(9
.
(10)
(11)
(12)
_
2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 555
3 Enter total number of other organizations listed in the line 1 table 19' 0
For Papery/ad( Reduction Act Notice, see the Instructions for Form 990. Schodulo I (Form 990) (2017)
REV 1W151113 PRO
BAA
Donors Trust. Inc. 52-2166327 1
New Harvest
154 Grand Street
61ii Poor
New York. NY 10013 201425438 — 5010)(3) $10,000.00 N/A Cash NIA for parietal operations
Tor ProJed
7 Terrtpte Street
Suite A
Cartaxidge. MA 021302403 208096820 501(0(3) 5500.00 N/A Cash ht/A for general operations
Noisebridge
2261 Markel Street
923.5-A
San Francisco. CA 94114 264507741 501(c)(3) S500.00 WA - Cash WA for the Notsetor Project
.
Miliaria Unherstly Foundation
indiarta University lAauter School of Law
211 South Indiatta Ave.. Baler Hall to support the Indiana Low
Bloomington. IN 47505-7C01 3.5-8018940 501(clf3) 51.000.00 NIA Cash N/A Journal
Festeralst Sod*
17761 Sired. MN
Suite 300
Washington. OC 20008 36-3235550 501(0(31 S2,560.00 NIA . Cash WA for general operations
Heantand Institute •
3939 North %Mike Road
Arlington Heights, IL 60004 38-3309812 501(c)(3) . 51.750.000.00 WA Cash WA for (tenets! °potations
Cride.om
1501 40) Ave.
Suite 900
Seattle. WA 98101 4848.58.543 501(0(3) 8500.00 N/A Cash N/A for guttural operations
KU Endowment
Kansas Unkersity Endowment Association
P.O. Box 928 to oupport tho Kansas Journal
LaWrellte. KS 66044 480547734 501(c)(3) 51.000.06 NIA Cash N/A of Lew 8 Public Policy
PetConned ReStue
PO Sox 80714
Potomac. MD 20859 55-0957808 501(0(3) 35.000.00 WA Cash N/A tor general operations
Cato Institute
1000 Mossochurietb Immo, NW
Washington.13C 20001-5403 23-7432162 501(c)(3) S25.000.00 WA Cash N/A tor general operations
cERGE-ei Foundation
715 Queen Anna Road to support the Teaching
Teaneck NJ 07666 25-1725738 501(c)(3) $2.200.000.00 N/A Cash N/A Fellows Fh-ogram
Franklin Center
107 S. Vint Street 17718 for the Watchdog Texas
Alexandria. VA 22314 26.4066296 501(013) $15.200.00 N/A Cash WA Project
Pro;er.tVertias
1214 Boston Post Road. 0148
Mamaroneck. We 10543 27.2894855 501(c)(3) $10.030.00 nuA CaSh WA for general operations
Spark Freedom
605 Lang Brandi Road
Lancaster. TN 38569 _ 27.4827443 50I(c)(3) 56.000.00 WA CASA N/A for general operations
Cause olAdion
1875 Eye Street. NW
Suite 600
Washington. DC 20006 45-2605977 , 501(c)(3) $750.000.00 WA Cash WA tor general operations
Juteciel Mich
425 Third Street SW
Su38 800
Washington, DC 20024 52.1885088 501(c)(3) 55.000.00 N/A Cash N/A tor amend operations
,
SL John the Beloved Roman Catholic Church
8420 Unway Terrace
McLean. VA 22101 501(c)(3) 51.000.03 N/A Cash WA for general operations _
Heritage Foundation
214 Massadussatts Avenue. NE
Washington. DC 20002-4999 , 23.7327730 501(c)(3) SI.000.00 N/A Cash N/A for general operations
Harting° Foundation
214 Massachusetts Avenue. NE
Washington, OC 20002-4999 23.7327730 _ 501(c)(3) 62.600.00 N/A Cash NIA to support The Cagy Signal
Cato Institute
1000 Massachusetts ANNUAL NW
Washtnglon. DC 20001-9403 23.7432162 501(e)r3) 91.000.00 N/A Cash WA for general operations
, —
CAM Ins6hile
1000 Massachusetts AVeflUe. NW
Wo3hinialon. DC 20001,5003 23.7432162 501(c)(3) 97.500.00 NIA Cosh WA for general operalions
Give Direct*
P.O. Box 3221
New York, NY 10008 27-1661997 501(c)(3) 9500.00 ...._ WA Cash WA tor general operations
Hillsdale College
33 East College Street
ifillsdale. P.11 49242 38.1374230 501(cK31 918.000.00 N/A Cash WA for general operations
. .
Macktnoe Center tor Public Policy
140 IMO Mein Street
Midland, MI 488460588 3152701547 501(c)(3) 5900.000.00 WA Cash WA for the Vote Spotter Project
•
Acton Institute
98 East Fulton Street
Grand Rapids. MI 49503 38-2926822 501(cK3) 51.050.000.00 N/A Cash NIA tor general operadons
Together Rising
800 West Broad Streel
08409
Fogs Church, VA 22040 45-5382738 501(c)(30 52.500.00 N/A Cash N/A for the Compassion Collective
_
Togather Rising
800 VVest Broad Street
08409
Falls ChurCh. VA 22040 45-5382738 501(03) 5100.00 WA Cash WA for general operations
4R Foundation
210 North Park Ave
Witter Park, FL 32789 47-4082821 501(c)(3) 52,000.00 N/A Cash N/A for general operations
FlourishNow
15275 Collier Blvd.
Suite 201-284
Naples. FL 34119 47-5591391 501(c19) 5150.00 N/A Cash N/A for general operations —
DC Central Kitchen
DC Central Kitchen Deposit Box
PO Bou 417406
Boston, MA 07241-7406 524594938 501(cX3) 5500.00 NIA Cash WA for general operations
_.
Center for Individual Rights
1100 Connecticut Ave, NW
Suite 625
Washington. OC 20036 52.1800481 501(c)(3) $1.000.00 N/A Cash N/A for the area of highest need
Northwest Center
2702 Ontario Road. NW
Washington. DC 20009 52.1808784 501(cX3) 61.000.00 WA Cash N/A for general operations
.
Institute for Justice
901 North (Bebe Road
Suite 800
Artington. VA 22203-1854 52-1744337 501(c)13) $1,000.00 WA Cash N/A for general operations
Smithsonian tnslitution
Mae Stop 23. Smithsonian Astrophysical
Observehiry
GO Gatden Street SAO Proposal ID
Calandra, MA 02138-1518 53-0208027 501(00) 553.627.82 WA Cash WA *0000000000030104101
•
University of the Curnberlends
8191 College Malian Calve to support Academic
INdliamsburg. KY 40789 81-0470593 501(s)(3) 65.000.00 NJA Cosh WA Sdtolarshlp Progratns
Talladega College
827 Wast Battle Street to support Academes
Tatladega. AL 35180 83-0288870 601(ci(3) 510400.00 WA Cash N/A Scholarship Programs
suopwado pwaua0 JOJ VIN 1$93 WN 00'000.0SES (OW tOS OSLO' L I-LZ 9COOZ 30 1.100uPPASA
SEC Win
MN Vau4S 107.01.
"uul 'w.Puri 4/41.1 3wItti
suantuada twoua0 Jul V/N 45113 V/N 00'000'09U %Huh OS S1.19Z0Z11Z 60St-LOOZ8 ga 'aututAutra
10Z eiditS
011112Alf MUGU wan
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Judicial Education Project
3011 Dumbarton Street NW
Washington. DC 20007 20-2486871 501(c)(3) 32.400,000t0 WA Cash NtA for general operettons
Buckeye Institute
68 Cast Broad Street, Suite 1120
Columbus, OM 43215.3505 31.1278593 501(0(3) 5500.000.00 WA Cash N/A for generic! operations
Acton Mande
98 East Fulton Street
Grand Rapids, MI 49503 38.2926822 501(0(3) $2,000.00, SUA Cash WA for General °aerations
Frontier Lab
3 Prospect Avenue
Suite 206
Part Bldg°. IL 60088 45.2838483 501(cH3) $175,000.00 N/A C.ash WA for general operations
Ste!isonlan MatWinn
Mai Step 221. Smithsonian Astrophysical
Observatory for SAO Proposal ID
60 Garden Street Cr000300000003010-V101, A
C.arnbrIdge, MA 02138-1518 53-0206027 501(c)(3) 565.000.00 WA Cash N/A Youna Sun Analog: HD 30495
Proles* Verges
1214 Boston Post Road. ore
Mamaroneck W 10543 27-2884856 WM43/ 510.000.09 WA Cash WA tee general operations
Steppb0 Stones
5650 Given Road
Cindrtnati. OH 45243 31-0871799 501(043) 51.000.00 NJA , C.esh N/A for general come=
Acton Institute
99 Ea.st Cuban Stroll
Grand Rapids. MI 441503 3132926622 UM MO) 55.000.00 WA Cash WA for general operation*
Cattail, Int.
es2o AMson Point Blvd.
Suite 220 for the Common Sense
Indianapolis, IN 46250 48.1698092 501(0(3) szze.000.oct WA Cash WA Economfcs Project
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Institute for Humane Studies
3434 Washington Boulevard
MS IC5
Arlington, VA 22201 94-1023852 501(0f3) 510,000.00 NJA Cash WA for the Mentortng Prograrn
Zephyr inStib.de
580 College Avenue
Palo Alto. CA 94306 47-1979289 WI (0(3) $275.000.00 NM Cash NIA for general operations
New HMOS!
154 Gr8114 Street
8th Floor
New York. NY 10013 20.1425438 501(e)(3) S10000.00 WA Cash N/A for general operations
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29 South LaSalle Street to provide legal defense for
Suite 440 those who defend, prated
Chicago. IL 00003 304270023 501(cH3) 62.000.00 N/A Cesh Nth
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Hillsdale College
33 East Co!lege Street for Imprimis' publication, or
Hillsdale, MI 49242 38.1374230 001(c)(3) 82.000.00 N/A Cash WA where ever needed most
Crestview Academy
1519 Peterson Avenue for the Library Project and
Eau Claire, WI 54703 39.1889441 501(013) $23.000.03 WA Cash WA Door Security Pro:ect
Leadership Institute
1101 North Higfdand Street to hetp students advocate
Affingtort. VA 22201 51-0235174 501(c)(3) $2,000,00 NIA Cash N/A conservative Ideals
.ludictal Watch
425 ibliel Street. SW
Sidle 800 to prornote ethics & rroraLty in
Washington, DC 20024 52-1885088 501(0(3) $2.003.00 WA Cash WA public olnce. etc. .
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Mance Defending Freedom tor Blackstone Law ag WI
15100 North 90th Street Ftwshp to defend relig
Scottsdale. AZ 85260 54-1680459 501(c)(3) $2,000.00 WA Cash N/A freedom, rt to We etc .
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Goldwater Ineatide
930 East Coronado Road lo protect freedom and
Phoenix. AZ 85C04 8843597681 501(03) $2.000.00 WA , Cash WA PlosPerilY
Texas VVatettdog
3700 Therms= Street
Austin. TX 78702 264057133 601(cX3) S400,000.00, WA Cash NM for the Texas hterillor Project
Franklin Center
107 S. West Street 9718
Alexandria. VA 22314 28-4068298 5011g(3) 59.00000 N/A Cash N/A tor general operations
Stand Tcgether
1320 NOM Courthouse Roal
Sulte 600
ArEngtOn. VA 22201 2741E0768 5011e)(3) S100,000.00 N/A C.ash N/A —to:general operations
Federalist Society
1776 I Street. NW
Suite 300
Washington. DC 20006 384235550 501(cx3) S2.500.00 NIA Cash WA for general operations
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OMU Foundation
Mercatus Center
3434 INashington Sty& 4th Floor
Arlington, VA 22201 54-1603842 501(03) 510,000.00 N/A Cash NIA for the Mescalus Center
Reason Foundation
6737 Mesmer Avenue
Los Angeles, CA 90250-6318 95-3298239 501(c)(3) $300,000.00 WA Cash N/A ter general oporalone
BM of Rights Institute
200 North Glebe Road
Suite 200
Arlington. VA 22203 48-0891418 601(c1(3) 3475.000.00 WA Cash PRA tor general operations
.
Halftime Foundagon
214 Massachusens Avenue. NE
Washington. OC 200024999 23-7327730 501(0(31 51.000.00 N/A Cash NIA for general operations
Certea. Inc.
3077 E. 98Itt Street
Sulte 275
Indisnapobs. IN 48280 , 48-1888092 501(oW3) 3300,000.00 NIA Cash WA ler general operations
Yankee Institute
216 Matri Street
Hartford. CT 08108 52-135)3144 501(c)(3) 315.000.00 WA Cash WA tor general operations
Judicial Watch
425 Third Street SW
Sulte 800
Washington. DC 20024 52-1885088 501(c)P) 31.000.00 WA C.ash N/A tor general opernons
CARO institute .
1030 Itassachusetis Avenue. NW
Washington. DC 20031-5403 234432162 501(c1(3) S500.00 N/A Cash WA for general avocations
Annattcon Majority
PO Box 87
Purceilvfge. VA 20134 26-1501154 501(0(3) 4250.000.00 NIA Cash N/A tor genera! °paragons
.
Legacy Foundation
600 4th Street
Suite 380
Sioux City. IA 51108 203853831 501(c)(3) 5100.030.00 WA Cull WA tor genera! °paragon s
Project Verdes
1214 Boston Post Road. 0148
Marnaronedr. NY 10543 27-2894858 501(c)F3) . $10.000.00 WA Cash NIA for general operations
A Beller Chicago
GOO West Van Buren Street
Suite 610 ,
Chicago. IL 80807 27-4498825 501(cX3) $2.000.00 WA Cash NIA for gertorel operations
.
Ashland University
401 Wage Menus, for the moral operations of
Ashland. OM 44805 34471462B 501(c)p) 32.000.00 14/A Caiiii NJA 1h0 Ashbrook Center
Relevant Radio
PO Box 10707
Green Bay. INI 54307.0707 384033087 501(c)(3) 3500,00 WA Cash NIA for general operations
FlourtshNow
15273 Collier Blvd.
Suite 201434
Naples. FL 34119 47-5591391 501f cX3) $1.000.00 N/A Cash N/A tor genoritl operations
Leads/slap Institute
i 101 North kahlond Street
Arrington. VA 22201 51.0235174 501(c)(3) 32.000.00 N/A Cash WA for general operations
Jupiter. FL 33458 85-0132408 501(013) S1.000.00 WA Cash NIA for general operations
Independence Instduto
727 East 16th Avarua
Denver. CO 80203 840990300 501 (c1F3) S1.500.00 NIA Cash N/A for general operations
New Harvest
154 Grand Street
61h Flom
Slaw York. NY 10013 20-1425438 SOIKX3) 510.000.00 N/A Cash WA for general operations
Salvation Army
8495 SE Monterey Ave. for Flooding Relief In the
Happy Valley. OR 97088 2244013433 501(cX3) 5100.000.00 NIA Cash N/A United States
Wootton Army
8495 SE Mordaray Ave.
Happy Valley. OR 97088 22.24013433 501(cX3) 35.000.00 N/A Cads N/A for general opernUons
--
Franklin Center
107 S. Weosi Street g718 for the Watchdog Texas
Alexandria. VA 22314 28.4088298 50HcX3) S4.288.00 N/A CaSil WA Pft4er-f
Erotic Service Pmvident Lega/ Education and
Research Prolect
2261 Mimtet Street
6548
San Fruncbco, CA 94114 27-2049E188 501(.0(3) $250.00 N/A Cash WA tor general operations
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1011 0 Street NW for the California. Oregon,
Suito 1 Washington and Nevada
Wathlnoton, DC 20001 52-229629i 501(c)(3) $10.000.004 N/A Cash WA Protects
Carpenters Sheller
930 Noah Henry Street
Atexandria. VA 22314 54-1571849 MillfeN3) S1.000.011 N/A Cash WA tor peateral eperations
PetConnott ROSWO
PO BOX 80714
Potomac. MD 20859 55-0857808 501KK3) S5,000.00, WA Cash WA for general operations
.
Freedom Foundation
PO Box 552
Olympia. WA 98507 04-3138981 501(cIR S10,003.00 ,- WA Cash SUA for general operations
Csaremoni institute
1317 West Foothill Botdevard
Sults 120
Upland, CA 91788 95-3443202 501(c)(3) $50.000.00 WA Cale WA far general operations
--4
Arnertcan Friends a/ Bata/lava Dance Company,
inc.
1201 Broadway
Suite 802
Netv Yolk NY 10001 03-0434419 501fc)13) S501/00 N/A Cash WA for genera! operations
Commentary. Inc.
561 7th Avenue
16th Floor
New Yost. NY 10018-1816 13-3810041 301(013) S10.000.00 N/A Cosh N/A for general operations
WI Church Association
PO &or 1307
San Aritanb. TX 78285 20.4413244 501(cX3) S500.00 WA Cosh WA lot genera/ operations
.
%WAG Initiative for Studying Public Affairs
1023 Thames Jefferson Street NW
Sulle11013
Washington. DC 20007 26-2432747 501(0(3) S1.600.00 WA Cash NIA for general operations
, —
Aquinas College
4210 14anflng Pike
NashvIlls. IN 37205 6243812782 501 (c)(3) $580.00 WA Cash WA tor germ:rat operations
Philanthnspy Roundtaido
1120 201/1Street NW
Suite 550 South
VVashington. OC 20038 13-2943020 WIMP/ $1,000.00 N/A Cash N/A Mr genera, operations
Heritage Foundation
214 Manathusetlis Avenue. NE
Washington. DC 20002-4999 23-7327730 501M(3) 31.000.00 N/A Cash WA for general operations
Project Yentas
1214 BOVZI Post Road. B146
Mamaroneck NY 10543 27-2804856 50IMO) 310.000410 WA Cash , N/A for general operaeons
Hillsdale Coliege
33 East Wage Street
Misdate. 30 49242 _ 384374230 501(c)(35 151.000.00 NJA Cash NJA tor general operadons
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Vanderbilt University
211 Kirldand Hail for the 2017 SABURE Searle
Nash&e. TN 37240 624478022 501(CX3) S525,000.00 WA Cash WA Program
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Franlcdri Center
107 &NAM Street a718
Alecantirta. VA 22314 26-4066298 501(0)(3) 350.000.00 WA C.ash WA for general operations
Buckeye Institute
88 East Broad Street Suite 1120
Columbus. OH 432154508 31.1278593 501(cX3) 31900000_ N/A Cash NIA for general operations
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85882 Water Works Rd.
Hopedale, OH 43970 74-2339653 501100) $1.000J10 NIA Cosh N/A for the fuea of highest need
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Independenot institute
727 East 18th Avenue
Denver. CO 80203 8441990300 501(0(3) 83.500.00 N/A Cash WA fir Oarlea *Orations
New Genesis
1680 Shennan Street
Denver. CO 802C0 avizeisos 501(c)(3) 51.000.00 WA Cash N/A for the area of h4lhast need
Goldwater institute
500 East Coronado Road
Phoenix. AZ 85004 88-0597661 . 501(0(31 618.500.00 NIA Cash N/A for general operatims
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C.ato Institute
1000 Massachusetts Avenue, NW
Washington. DC 20001-5403 23-7432162 5011e10) $1.04:0.00 N/A Cash N/A for general operations
Federalist Sodety
1778 I StreeL NW
Suite 300
Washington. DC 20008 36-32aggc0 , 501(03) 92.500.00 WA Cash WA for general operations
Fedardist Society
1776 I Street. NW
Suite 300
Washington. DC 20008 36-3235550 . 501(oX3) 91.700.000.00 N/A Cash N/A for genera, operations
Philadelphia Soddy
111320 Rubin Circle
Jerome. MI 4924941530 38-6151880 501(0(3) 5500.00 N/A Cash N/A tor general operations
PetConnect Rescue
PO Box 60714
Potomac. /40 20859 55485180S 501(c)(3) S5.000.00 N/A Cash WA for general opecafrorts
Discovers, Institute
208 Cciumbla Streel
Seattle. WA 98104 91-1521697 501(03) 3250.000.00 WA COSA ht/A for the ID 3A project
DISCOvery Institute
208 COlumbla Street
Seallle. WA 98104 91-1521697 501(e)(3) S250.000.00 WA Cash N/A for general operations
Philanthropy Roundtable
1120 20th Street NW
Suite 530 South •
Washington. OC 20038 13-2943020 501(c)(3) $87.123.00 N/A Cash NIA for general operations
Vegas INIS
3050 E. Flamingo Rood
Las Vegas. NV 89121 23-7169328 501(0(3) $10.000.00 WA Cash WA for general operations
Heritage Foundation
214 Massachusetts Avenue. NE
Washington. DC 20002-4999 23-7327730 501(013) 55,001:1.00. N/A Cash WA for coiterel operations
Cato Institute
1000 Massachusetts Avenue. NW
talcshIngton. DC 20001-5403 23-7432162 5014)(3) S5.000.00 N/A Cash WA for g enerol operations
Cato institute
1000 Massachusetts Avenue. NW
lAtishinglon. DC 20001-5403 23-7432162 501(4(3) 35.830.00 N/A Cash N/A tor world toxin/Voris
Fedendist Sodety
17761 Saga NW
Suite 300
Waehinglon. DC 20008 384235550 501(cg3) 375.000.00, WA Cash NIA tor general operations
Federalist Society
1776 1 Street. NW
Suite 300
Washington, DC 20006 313.3235550 501(03) S25,000.00, WA Cash PUA Mr genera] operations
Freedom Foundation of MN
520 Nicest Mail
Suite 510
Minneapolis. MN 55402 38.4592698 501(c)(3) 33500.08 N/A Cash NIA for genere1 operadans
,
Magas Institute
785 East 200 South
Suite 2
letd. UT etio43 45-szstre4 501(0(31 32.000.00 WA Cash WA tor general operations .
The Sim:gator
P.O. Box 448
Lerrington. VA 24450 47-1809200 501(eX3) 31.500.03 WA Cash N/A tor general operations
KU Endowment
Kansas Univergly Endowment Assodation
P.O. Box 820 to support the Kansas Journal
Lawrence. KS 68044 484547734 501(0(3) 61.000.00 WA Cash WA of law It Public Polley
Leadership Institubi
1101 North Ifghlarce Street
Mington. VA 22201 51-0235174 5010)(3) S10.000.00 NIA Cash WA fp/ Ormond Ovations
Yankee Institute
216 Main Slag
Hartford, CT 06108 52-1358144 501(c)(3) $1.500.00 WA Cash N/A _tat General operations
Goldwater institute
500 East Consnado Road
Phoenix. AZ 85004 88-0597861 501(e)(3) $150.000.00 WA Cash WA tot general °pennons
Golchvater Institute
500 East Coronado Road
Phoenix. AZ 85004 868597861 501(e)(3) $1,000.Cr0 N/A Cash WA for general °Aerations
Sutherland Institute
Gateway Tower Vitst Binding
15 Vlest South Temple. Suite 200
Solt Leke CiN. UT 84101 874531727 501(e)(3) 55.000.00 N/A Cash NIA tor gonoral operations
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FranitEn Center
107 S. West Street 9710
Atexerukto. VA 22314 284066298 501(5)13) S23.500.00 WA Cash WA for general operations
Project Veritaa
1214 Boston Post Rood. 8148
Manse=leck. NY 111543 27-2594858 501(03) 5990.000.00 WA C.ash WA for general operations
OPeriAl
X15 Pioneer Way
Mountain View. CA 0404s ei-oasiser 501(c)(3) $100.000.00 WA Cash NIA for general operations
New Harvest
164 Grond Street
eith Floor
New York. NY 10013 20-1425438 501(0(3) 510,000.00 14/A Cash WA for general operations
Salvation Awny
8405 SE Monteray Ave.
Happy Valley. OR 97088 22-2406433 501(c)(31 65,000.00 N/A Cash WA lot general operations
Heritage Foundallon
214 MASUMUSOIIS AVertUO, NE
Washington. DC 20002-4999 23-7327730 501(03) 51.000.00 N/A Cash NIA for general operadons
'
Boy Sciauts 01 America - Count:11438 Dan Beard
10078 Reading Road
Cindnnatl. OH 45241-4833 314516651 501(0(3) 51.000.00 WA Cash WA for general °paragons
Federalist Society
17781 Street, NW
Sults 300
Washington, OC 20006 30-3235550 501(0(3) $2.500.013 WA Cash WA for general osierationis
Hillsdale College
33 Rant Co2ege Street
Madill/3. MI 49242 38-1374230 501(c)(3) $1.500.00 NIA Cash NIA as a President's Club level gift
Judicial Watch
426 Third Street. 5'W
Suite 800
Washington. DC 20024 52-1685088 501(c)(3) $5.000.00 WA C.aSh WA to/ general operations
PatConnect Rescue
PO Box 80714
Potomac. MD 208.56 55-0857606 501(c)(3) 35.000.00 N/A Cash WA for general operations
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S3 West Jadkson Ilhat.
Salta 1424
Melo. IL 60604 81-2327710 50141(3) 585.000.00 WA Casts WA tor gersend °paragons
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Salvation Army to assist Sudanese rehmees
815 Slaters Lane in Uganda, Kenya, and the
PO Bok 269 Democratic Republic of the
Alexandria. VA 22313 22-2408493 501(c)(3) S500,000.00 WA Cosh N/A Cone
-4
ifir89 Watdistog
3700 /borrows+ Street '
Austin, TX 78702 26-3057133 501(e)(3) S200,000.09 WA Cash NIA for the Texas Mannar
.
Independent Institute
100 Swan Way
Oakland. CA 94621-1428 944008370 5014)(31 51.000.00 N/A Cash N/A for general operations
PhEanthropy Roundtable
1120 20th Street NW
Suite 550 South
Madinah:a. DC 20036 13-2643020 5014W37 52.500.00 WA Cash N/A tor general operations
Gotthvater Institute
500 East Coronado Road
Phoentc. AZ &5004 864597661 , 501(0(3) $1.000.00 NJA Cash WA for general operations
UCLA Foundation
10945 Uit Conte Ave.
Suite 3132 for die Scott & Cyan Banister
Los Angeles. CA 90095-1764 95-2250801 501(41(3) 520.000.00 NIA Cash WA First Amendment anis
Show-Me Institute
5297 Washington Pim
St. louts. MO 63109 20-1957878 WM13) 52.000.00 WA Cash WA for general operations
Heritage Foundation
214 htassachusetts Avenue. NE
Washirtgton. DC 20002-4999 23-7327730 501 ten S1.000.00 WA _ Cash WA tar General (*vegans
Prolect Vargas
1214 Boston Post Road, gi48
blamaronedr. NY 10543 27.2884858 501(C)(3) 11.000.00 N/A Cash N/A for general operations
Yankee institute
218 Main Street
Radford. CT 08108 52.1358144 501(c)(3) S180.030.00 WA Cash WA for general operations
Goldwater institute
500 EMU Coronado Road
Phoenix. AZ 115004 884597881 501(0(3) S1.000,00 N/A Cosh WA for general operations
Discovery Institute
208 Columbia Street
Scotto. WA 98104 91.1521897 501(eX3) Sa.CCO.00 WA Cash WA to: general operations
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Donors Trust, Inc. 62-2186327 81
Progx:I Yentas
1214 Boston Post Road. 0148
klamaronecrt. NY 10543 27-2894858 501(c)13) 31.030.08 NIA Cash WA for the area or highest need
Spark Freedom
605 Lena Brandt Road
Uneasier. TN 38589 274827443 601(0(31 3500.00 WA Cash WA tor the area of highest need
Federalist Soden
1776 I Street. NW
Suite 300
WashInglon. DC 20308 38-3235550 5014)(3) 32.500.00 WA Cash N/A tor general operations
Freedom Alliance
22570 Markey Cowl
Suite 240
Dulles. VA 2016114019 S4-1411430 501(013) 51400.00 NIA Cash WA
-, for the area of highest need
01-4U Foundation
School cf Low. 3301 Fulrthic Orly°. Minglon
Cempue
Room 200, Hazel HaU tot the Antonat Scalia Law
Arlington. VA 22201 64-1603842 _ 501M3) S4.400.000.00 N/A Cath WA School
PoiConnect Rescue
PO 8oie 00714
POW11111C. MD 201359 554857808 501(0(3) 35.000.00 N/A Cosh N/A
.for general operations
Prefect Ste
53 West Jackson Bawl
Suns 1424
Chicago. IL 80604 81-2327719 50110/3) $74.511.00 N/A Cash WA tot Remora oPerWorts
Pothick In Me Park
P.O. BOx 12443
Portland. OR 97212 93-1212531 501(4X3) S5.000.00 WA Cast NIA for general operations
Prometheus institute
41 Discovery
Inftne. CA 92818 204558542 501(c)(3) 97.000.W N/A Cash N/A tor the Win 'Ude Pink House'
SuCkeye inslitide
88 East Broad Streel. Suite 1120
Columbus. OH 432154506 31-1278593 501fen31 81.100.00 WA Cash WA for general operator's
Hillsdale Cokes°
33 East CoSege Street
KIWale. M1 49242 38-1374230 501(c1(3) 35.000.00 WA Cash WA for general operations
PERC •
2048 Andyas Drtve
Sults A
Boman, MT 59718 81-0193444 501/4(3) S1.000.00 WA Cash WA for general operations
Sutherland Institute
Gateway Tower West Building
16 West South Temple. Suite 203
Sall Lek° CIly. UT 84101 87-0531727 501kX3) 52.000.00 WA Cash WA for general operations
Hillsdale College
33 East Co2ege Street tor the Barney Charter School
Misdate, MI 48242 38-1374230 501(c)(3) S25.000.00 WA . Cash WA initiative
Young Voices
1342 Florida Ave., NW
Washington, DC 20009 81.2593815 501(c)(3) S5,000.0q, NIA Cash N/A tor n erseral operations
Franklin Center
190 South La Salle Street
SUM 1500
Chicago. IL 6C603-3429 26-0056298 , 501(0(33 S50.000.00 WA Cash N/A tor the area of highest need
Heahland Institute
3939 North %Mao Road for Meeting expense and for
Arlington Heights. IL 60004 36-3309812 501(0(3) s4o.000.00 WA Cash NIA I.C.S.0 .
Langley School
1411 Balls Hi0 Road
McLean. VA 221D1 544)673568 501(4(35 ss.000.cq N/A Cash N/A los general alterations
.
.
Howard Center
934 North Main Street
Roctdord. IL 61107 54-1788267 -. 501(0(35 58.000.00 WA C.ash WA fro general operations
lha Navigator°
P.O. Doe 6079 for EPIC Associates -
Albert Lea. MN 56007-8679 8445007898 5014)(3) 15100.00_ WA Coati N/A Washinaton DC (23294258)
GoSchreier Institute
500 Easi Coronado Road far the American Freedsrn
Phoenix. AZ 851304 8843597861 501(0(31 $400.000.00 NIA Cosh N/A Network
.
Christchurch School
49 Seahorse Lane
Christchurch. VA 23031 51-0238382 501(0(3) S8,000.00 WA CaSh N/A for general operations
Discovery InsUtile
208 Columbia Street
Scalds. WA 98104 91-1521897 501(e)(3) 1)250.000.03 WA Cash WA for general operations
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Vanguard Charitable Endowment Program
PO Box 9509
Warwick. RI 02889-9509 23-2888152 501(033 51.65 WA Cash N/A for A/C 1057463 ,
Cato II/sakes
1000 Massachusetts Avenue. NW
Washington. DC 20001-5403 23-7432182 501(c)(3) 31.000.00 NIA Cash — WA for general operations
Steamboat inseute
P.O. Boz B83037 . to support the Freedom
Steamboat Springs. CO 60488 28-2096821 501(013) 5800.00 N/A Cash N/A Conference
American Transparency
200 South Frontage Road
&the 304
Bun Ftidge, IL 60527 26-3593601 501(C)(3) 8250.000.00 NIA Cash N/A for general °wrath/as
FedendIst SordefY
1776r street. MA/
Suite 300
1/41611610100. oc 20006 38-3235550 501(0(3) 52.500.00 N/A Cash N/A for general operations
Misdate ccoege
33 East College Street -
Hiiisdele.1.41 49242 38-1374230 501(c/(3) 52.000.00 WA Cash WA for g anent Dor/redcap
.
Danlel Mortovo Academy
1620 L Street MN
SWto 700
Washington. OC 20038 47-1170604 5011c)(3) 51.600.000.00 WA , Cash WA far illelleral operations
OMU Foundation
School of Law, 3301 Fairfax Dave. Arlington
C.ampus
Room 209. Hazel HaD for the Salle Law School
Arlington, VA 22201 544603042 501(C)(3) 5150.000.00 WA Cash WA Judge's initiative
PetConnect ROSOJEI
PO Box 80714
Potomac. MD 20859 554857808 501(c)(3) $5.000.0ct WA Cash hUA for general operaraons
Stunnya Place
P.O. Box 53
Nehalem. OR 97131 72-1815153 UMW) $1.000.00 WA Cash WA for general operations
Independence Instliuto
rn East 160I Avenue for the Summit Ours area of
Denver. CO 80203 84-0990300 501(0(3) 31.000.00 WA CaSh N/A highest need
Goithvider Institute
500 East Coronado Road
Phoenix. A2 65004 884597681 . 601(c)(3) S10400.00 WA Cash NIA ,tor general operations
Pro(ect Ste
53 West Jackson lithd.
Suite 1424
Chkago. IL 60604 81-2327719 501(cN3) S79000.00 N/A Cash N/A far general operations
Ow Fund
282 East 102nd Street
0305
New York. NY 10029 13-3412540 501(c)(3) 550.000.00 WA Cash WA for general operations
Dato Intititute .
1000 Massadwsetts Avenue. NW
Washington, DC 20001-5403 23.7432162 501 (cK3) S170,000.00, N/A Cash WA For °metal operations
Proyict Valens
1214 Boston Post Road. 0148
Marnanmedt. NY 10543 2?-2894850 501(0(3) 520,000.00 WA Cash N/A tOr general operations
—
Prefect Yentas
1214 I3oston Post Road. 0148
Mamaroneck. NY 10543 27.2894858 501(0(3) 31,287,000.00 N/A Cash WA tor general operations
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1214 Boston Post Road. 0148
Memaroned. NY 10543 27-2894858 501(c)(3) $70.000.00 N/A C,ash N/A far general operatic=
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Piudue University
Purdue Research Foundation tor the Purdue University
403 %Abet Woad Street Ftesearth Center In
West Lafayette. IN 47907 316001041 501(c)(3) 590.000.00 NIA Cash N/A Economics
Fedorolist Soder./
17781 Street. NW
Suite 300
Wastangton. DC 20008 313235550 501(0(3) 31.100.000.00 WA Cast) WA _bar general operations
Creswiew Academy
1519 Peterson Avenue
Eau Claire. OA 54703 39.1689441 501(0(3) 52.000.00 N/A Cash N/A !or the Ubrery Prafect
Tha Spectator
P.O. Box 448
Loodnedon, VA 24450 47-1000200 501(c)(3) 5500.00 WA Cash WA tor general operations .
KU Endowment
Kama Universfty Endowment Assoclatton
PA. Eta: 928 to support the ICiutses Journai
Unwence, KS 88044 480547734 50140) 51.000.09 N/A Cash N/A of Law & Public Poky
to support Om Parish
SI. Frances Cebrfni Catholic Church IMprovement Plan for 2017
15333 Woodard Road (tor Church Improvements end
San Jose. CA 05124-2797 1)&2734503 501(0(3) _ 51.000.00 N/A Cash WA hyrrutcds)
Howard Cent&
934 North Main Street
Rockford. IL 61107 54-1788267 501(e)(3) 532.000.00 NIA Cash WA
-, ..for general operations
Sutherland Inalttuto
Gateway Tower WeSt Building
15 West South Temple. Sulte 200
Salt lake City, UT 8411)1 87-0531727 501(0(3) 5270.000.00 WA Cash WA for general operations
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Buckeye Institute
88 East Brood Street. Stifle 1120
Columbus. OH 432154508 31-1278593 5014M) 3250,000.00 , WA Cash WA far general operations
Federalist Sodely
1776 I Street, NW
Suite 300
Washington. OC 20008 38-3235550 501 (cH3) 32.500.01 MA Cash WA tor general operations
PeiConnect Rescue
PO Box 80714
Polotnac, MD 20859 55-0857806 5014)(3) S5•000.004, NIA cash WA for general opt/Miens
Sarnnya Plate
P.O. Box 53
Nehalem. OR 97131 72-1615153 501(0(3) 51.000.00 N/A Cash WA for general operations
Project Six
53 Wald Jackson Blvd.
Soda 1424
Chicago. IL 60604 81-2327719 501(03) 595.000.00 WA Cash WA for general oparaUona
Pottuck In Me Park
P.O. Box 12443
Portland. OR 97212 93.121 253l 501(c)(3) 55.000.00 N/A Cash N/A for gertend operations
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44 East Mifflin Street
Suite 201 for the Minlmum Waco
Madiscm.W S3703 26-2&19114 501(4(3) 3500.00 NIA Casts N/A Succoso Stories Projoct
Museum of Mathematics
11 Easi 26ot Street
Now York. NY 10010 27-1450809 501(c)(3) 55.000.00 N/A Cash N/A for genend operations
Federalist Society
1778 I Stroet, NW
Suite 300
Washington. DC 20006 38-3235550 501(c)(3) 51.000.00 NIA Cash WA for general operations
Federalist Society
17781 Street, NW
Suite 300
Washington. DC 20006 38-3235550 501(0(3) $50,000.00 N/A Cash N/A for the area of highest need
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.
Animal Legal Dalonoo Fund to support the Yale University
170 East Cotall Ave. Chapter of the Student Antinal
Cotati, CA 94931 04-2681680 501(c)(3) $2.500.00 N/A Cash 14/A Legal Defense Fund
WHOM Associates
PO Box 309/3
He Moon Etay. CA 94019 94-2924999 501(c)(3) S5.000.00 N/A Cash N/A for general operations
independent Institute
100 Swan VYay for the Center on Peace and
Oakland. CA 94(121-1428 94-3008370 501M3) 55.000.00 WA CaSh WA Utterly _
UC Son Diego Foundation
Salk institute CNL-S
10010 N. Torrey Pines Road for Roger Bingham/The
Us Jolla. CA 92037 95-2872494 501(cX3) 515.000.00 WA Cash NIA Coaaboraloiy/unrestricted gifi
PrtiledVerttas
1214 Boston PoSi Road. 0148
Mamarortadt. NY 10543 27.2864856 501(4(3) 525.000.00 WA Cash N/A for general emotions
Heartland Institute
3839 North Alike Road to support 2 Red Team
Arlington Heights, IL 80034 38-3308812 501(0(3) 376.000.00 N/A Dash N/A briefing meetings
SL Albans School
Mount SL Alban to support a Computer
Washington, DC 20018-5069 510198804 501(c)r3) S80.000.00 N/A Cash WA Sciences Instructorship
Mercatus Center, GMU
3434 Washington Boulevard
4th Floor for the Marginal Revolution
Arlington, VA 22201 54-1438224 501(c)(3) S120.000.03 WA Cash NIA University Project
American Affairs Foundation
1 Boston Place
Suite 2800
Boston. MA 02198 8141314174 501(0(3) S350,000.00 N/A Cash N/A tor genera/ operations
Harambe Entrepreneur Mance
48 South Main Siteel
P.O. Box 3550 to support Ihe Harembo
Concord, NH 03302-3,350 904519137 601(c)(3) 55,000.00 WA Cash N/A Vallean Forum IV
Leederslip tnsetute
1101 North Highland Street to support the Champion
Arington. VA 22201 51-0235174 ' _ 501We 51,000.00 N/A Cash WA Academy
Direct Relief
27 S. La Patera Lano to support Hurricane Harvey
Goleta. CA 03117 95-1831116 501(en S50.000.00. WA Cash WA ROM efforts
_
Allemailves
225 Stele Street
Suite 302
Harrisburg. PA 17101 23.2473845 501(e)(3) 4113.000.00 WA Ca sh WA for amerce operations
Americans tor Fair Treatment
1200 NW 63rd Street
Suite MOD
Oldahoma City, OK 73118 47-2593565 501(c)(3) S7.000.00 WA Cash WA for genera! operations
to support Presbyterian
Prosbytorion Church (USA) Disaster Assistance (Ana No.
P.O. Box 843700 OG100000) for Hurricanes
Pittsburgh, PA 15264-3700 13-3482549 501(c)(3) S250.00 N/A Cash WA
. , .... Harvey_
Waslchester God AssodatIon Caddie to support ihe Caddie
Scholarship Furu1 Inc Schofarship Fund at the
49 Knotwood Road. Suite 220 Westchester Goff Assodation
Ehnsford. NY 105234813 134100835 501(eK3) S2.500.00 NIA Cash WA In New Yor
Install° tor Free Speech
124 South West Sireet
Suite 201
Alexandria. VA 22314 20.3676886 501(cK3) S3.000.00 WA Cash WA for genera! operations
Team Rublorm
6171 C.enauy filvd.
Suite 310 For Hurricane Harvey meet
Loa Angeles, CA 90045 27.1720480 601(e)(3) S1.000.00 WA Cash NIA efforts
Center tor Urban Renewal and Education
1317 F Sheet NW
SUtie MO
1Nashimpon. DC 20054 31.1467594 5ot tea . S500.00 14/A Cash WA for the area of highest need
Aston Institute
98 ESN Futon Street
Grand Rapids. Mi 49503 384926822 501(0(3) 51.000.00 WA Cash WA tor generai operations
Salvation Army
805 SE Monterey Ave.
Happy Voffey. OR 97088 22-2408433 501(c)(3) 55,000.001 WA Cash WA tor general operations
PelConnect Remo .
PO 8ox 60714
Potorruso. MO 20859 554857806 50101(3) 55.000.00 WA . Cash WA for general operations
Sonunis Place
P.O. Box 53
Nehatern. OR 07131 72-1616163 501(03) 51.000,00, WA Cash N/A for general operations
Salvation Anrry
PO Box 14189
andnrielL OH 45250 22-2408433 50143(3) , S10.000.00 WA Cash WA for General me:aeons
.
Alternatives
225 State Street
Suite 302
ilantriburg, PA 17101 23-2473845 501(c)(3) 52,500.00 WA Cosh WA for general operations
Heritage Foundation
214 Massachteatts Avenue. NE
INashington, DC 200024999 23-7327730 50I(c)(3) 522,800.00 N/A Cash WA for general centurions
C.ato Institute
1000 Mossochusetts Avenue. NW
Washington. OC 20001-5403 23-7432162 501le113) 527.600.00 WA Cash NIA for general operations
Free the People Fight the Rawer Foundsbon
511 Pennsylvania Ave. SE
I 259
Washington. DC 20003 47-5598852 501(03) 510.000.00 NIA Cash NIA for general operabons
Bill of Rights Institute
200 North Glebe Road
Suite 200
Artington. VA 22203 48-0891418 501(03) $28.000.00 NIA CaSh NIA for general operations
Foundabon for Teaching Easnorrins
260 Russell Boulevard
Sulto El
Davis. CA 95616-3830 51-0181347 501(o)13) $27.600.00 N/A Cash WA for genera, operadons
Leadership Institute
1101 North Highland Street
Arlington. VA 22201 51-0235174 501K(3) , 515.700.00 WA Cash N/A for penerre operations
Nagano! Taxpayers Union Foundation
25 Massachusetts Avenue. NW
Scala 140
Washington. DC' 20001 52-1122883 601(cp 58,300.00 N/A Cash NIA for general operations
Freedom Narks Foundation
400 North Capitol Street, NW
Suite 785
Washington. DC 20001-1564 524528918 501(413) , 522.800.00 WA Cash WA for general operations
Americans for Prosperity Foundation
1310 N. Cant/louse Rd
Suite 700
Artburton. VA 22201 5245272134 501(c)f3) 531.700.00 WA Cosh N/A tor general operations
tnstitute for Juana)
901 North Gene Road
Suite 913D
Manta% VA 22203-1854 524744337 501(e)(3) $27.800.00 N/A Cash NIA I111 general oPerations
Buckeye Instilute
68 East Broad Street, Suite 1120
Cotumbus, OH 432153508 31-1278593 501(c)(3) $10,000.00 WA Ca.sh N/A ter general Operations
Phtasztetable Sodety
11820 Ftutan Circle
Jeronso. MI 4924941530 ae-eisreao 501(cX3) 6500.00 WA Cash N/A for general operations
Acton institute
98 East Futon Street
Grand Rapids. MI 48503 38-2926/322 601(c)(3) $250.00 WA Cash N/A for general meantime
Goldwater ineetuto
500 Eael Coronado Road
Phoenbr. AZ 85004 80-0597801 501(6(3) 520.000.03 WA Cash WA for general operations
Pe;mani SolutionS and Compliance
Box 957089, 1125 Murphy Hat 405 Hagerd
Avenue
Los Angeles. CA 900917089 918008145 501(6(3) $29.810.00 WA Cash NIA for general operations
Becket Fund for Religious warty
1200 New Hampshire Avenue. NW
Suite 700
Washington. DC 20036 52-1651532 501(e)(3) 5150.000.00 WA Cash N/A for general operations
Salvation Party
8495 SE Monterey Ave.
Happy Valley. OR 97038 _ 22-2408433 _ 501(6(3) $5.000.00 WA Cash NJA for general operations
PatConnect Rescue
PO Box 60710
Potomac, MD 20850 5541857808 501(c)(3) 65,000.00 WA Cash N/A for general °paragons
State Policy Network
1855 NOM FOA Mayor Dr.
Sulto 380
Arlington. VA 22209-3108 57-0952531 501(cX3) $20.000.00, WA Cash N/A tor general operations
James Watson Institut° for Public Palo/
The Columns
100 North Duval Street
Tallahassee. FL 32301 594811908 501M3) $15.30060, NJA Cash N/A for general °paragons
Sammys Place
P.O. f3ox 63
Nehalam. OR D7131 72-1815153 501(c)C3) 51.000.00 WA Cash NIA tor general operations
Stanford University
659 Nathan Abbott Way
Stanford, CA 94305-8610 94-1156386 601(6)(3) $100 000.00 WA Cash N/A for the Ref!pious Liberty Ctinte
Freedom Foundation
PO Box 552
Olymfda. WA 98507 943135681 501(e)(3) 63.000.00 WA Cash N/A for general operations
Buckeye Institute
B8 East Broad Street. Suite 1120
Cedumbus. OH 43215.3508 31-1278593 501(eX3) 52.900.00 N/A Cash N/A for general operations
Buckeye MURIA*
88 East Broad StreeL Sate 1120
Colurnbus. Ot4 4321E035W 31-127&593 501(0(3) S10.000.00, WA Cash NIA for general operations
FoundaUan for Government Atcountability
15275 Collier &Maven,
Suite 201-279
Naples. FL 34119 45.2&37507 501(cX3) $2.130.09 NIA Cash N/A for general operations
Emplre Center for Public Polley. lite.
100 &We Sbeel
State 410 •
Albany. NY 12207 46-1987418 501(e)(3) $2.930.00 WA Cash WA for general operations
7
1-2ME Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b): and any other additional information.
Pt I Line 2: U.S. 501(c)(3) public charities. The Organization relies upon the
Pt I Line 2: that grant funds are not to be used for lobbying or any type of
b If any of the boxes on line la are checked, did the organization follow a written policy regarding payment
or reimbursement or provision of all of the expenses described above? If "No," complete Part III to
explain lb
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line
la? 2
3 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 in Part III.
Ei Compensation committee 0 Written employment contract
0 Independent compensation consultant 0 Compensation survey or study
(E] Form 990 of other organizations El Approval by the board or compensation committee
4 During the year, did any person listed on Form 990, Part VII, Section A, line la, with respect to the filing
organization or a related organization:
a Receive a severance payment or change-of-control payment? 4a X
b Participate in, or receive payrnent from, a supplemental nonquaGfied retirement plan? 4b
c Participate in, or receive payment from, an equity-based compensation arrangement? 4c X
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5 For persons listed on Form 990. Part VII, Section A. line la, did the organization pay or accrue any
compensation contingent on the revenues of:
a The organization? —
5a-
b Any related organization? 37-
If "Yes" on line 5a or 5b, describe in Part III.
5b
7
•
6 For persons listed on Form 990, Part VII, Section A, line la, did the organization pay or accrue any
compensation contingent on the net earnings of: j
a organization? Oa X
b Any related organization? 6b X
If "Yes" on line 6a or 6b, describe in Part III.
•
7 For persons listed on Forrn 990, Part VII, Section A, line la, did the organization provide any nonfixed
payments not described on lines 5 and 6? If "Yes," describe in Part III 7 X
8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject .
to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III 8 X
•'
9 If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in
Regulations section 53.4958-6(c)? 9
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2017
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Schedule M (Form 990)2017 Page 2
Part II Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether
the organization is reporting in Part I, column (b), the number of contributions, the number of items received,
or a combination of both. Also complete this part for any additional information.
Pt I col(b): securities
Pt VI, Line llb: ADDITION, FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS
Pt VI, Line llb: SHORTLY AFTER FILING FOR THEIR REVIEW AND COMMENTS. IF
Pt VI, Line llb: ANY ISSUES ARE RAISED, APPROPRIATE REMEDIAL ACTION IS
Pt VI, Line 11b: TAKEN, INCLUDING FILING AN AMENDED FORM 990 IF REQUIRED.
Pt VI, Line 12c: THE ORGANIZATION ASKS EACH BOARD MEMBER AND OFFICER
Total: $6,278
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REVIWIEzte FRO
Schedule 0 (Form 990 or 990-EZ) (2017) , Page 2
Name of the organization Employer Identification number
Fundraising: $1,940
Description: Utilities
Total: $1,498
Fundraising: $463
01
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Schedule R (Form 990) 2017 Page 5
Supplemental Information.
121ZWIII
Provide additional information for responses to questions on Schedule R. See instructions.
Contents
Supplementary Information
703.893.0300 voice
703.893.4070 facsimile
www.rogerspl Ic.com
We have audited the accompanying consolidated financial statements of Donors Trust, Inc. and
its Affiliates (collectively, "Donors Trust"), which comprise the consolidated statements of
financial position as of December 31, 2017 and 2016, the related consolidated statements of
activities and cash flows for the years then ended, and the related notes to the consolidated
financial statements.
Management is responsible for the preparation and fair presentation of these consolidated
financial statements in accordance with accounting principles generally accepted in the United
States of America; this includes the design, implementation, and maintenance of internal control
relevant to the preparation and fair presentation of consolidated financial statements that are free
from material misstatement, whether due to fraud or error.
Auditor's Responsibility
An audit involves performing procedures to obtain audit evidence about the amounts and
disclosures in the financial statements. The procedures selected depend on the auditor's
judgment, including the assessment of the risks of material misstatement of the financial
statements, whether due to fraud or error. In making those risk a§sessments, the auditor
considers internal control relevant to the entity's preparation and fair presentation of the financial
statements in order to design audit procedures that are appropriate in the circumstances, but not
for the purpose of expressing an opinion on the effectiveness of the entity's internal control.
Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness
of accounting policies used and the reasonableness of significant accounting estimates made by
management, as well as evaluating the overall presentation of the financial statements.
1
RVGERS
OL COMPANY
We believe that the audit evidence we have obtained is sufficient and appropriate to provide a
basis for our audit opinion.
Opinion
In our opinion, the consolidated financial statements referred to above present fairly, in all
material respects, the consolidated financial position of Donors Trust as of December 31, 2017
and 2016, and the changes in its net assets and its cash flows for the years then ended in
accordance with accounting principles generally accepted in the United States of America.
Other Matter
Our audits were conducted for the purpose of forming an opinion on the consolidated financial
statements as a whole. The supplementary information included on pages 16-17 is presented for
purposes of additional analysis and is not a required part of the consolidated financial statements.
Such information is the responsibility of management and was derived from and relates directly
to the underlying accounting and other records used to prepare the consolidated financial
statements. The information has been subjected to the auditing procedures applied in the audit of
the consolidated financial statements and certain additional procedures, including comparing and
reconciling such information directly to the underlying accounting and other records used to
prepare the consolidated financial statements or to the consolidated financial statements
themselves, and other additional procedures in accordance with auditing standards generally
accepted in the United States of America. In our opinion, the information is fairly stated in all
material respects in relation to the consolidated financial statements as a whole.
Cotroavs/
Vienna, Virginia
October 29, 2018
2
Donors Trust, Inc. and Affiliates
2017 2016
Assets
Cash and cash equivalents $ 61,102,622 $ 59,656,691
Due from Donors Capital Fund, Inc. 314,775 108,689
Deposit 14,284 14,284
Investments 149,495,655 128,123,160
Property and equipment, net 130,058 146,142
Liabilities
Accounts payable and accrued expenses 628,099 $ 583,741
Net Assets
Unrestricted:
Board-designated 204,173,835 181,340,385
Undesignated 6,255,460 6,124,840
2017 2016
Unrestricted Revenue and Support
Contributions $ 110,305,253 $ 89,187,534
Investment income (loss) 25,440,561 (921,349)
Miscellaneous income 51 330
Expenses
Program services:
Donor-advised funds 111,554,156 67,284,587
Special program funds 255,504 457,463
Supporting services:
Fundraising/marketing 774,482 647,579
General and administrative 197,653 228,728
2017 2016
Cash Flows from Operating Activities
Change in net assets 22,964,070 19,648,158
Adjustments to reconcile change in net assets to net
cash (used in) provided by operating activities:
Depreciation and amortization 19,834 19,354
Donated securities (9,880,895) (23,509,987)
Net unrealized and realized (gain) loss
on investments (23,571,195) 3,667,390
Change in operating assets and liabilities:
Increase in:
Due from Donors Capital Fund, Inc. (206,086) (108,689)
Increase (decrease) in:
Accounts payable and accrued expenses 44,358 545,665
Due to Donors Capital Fund, Inc. (86,924)
1. Nature of Operations
Donors Trust, Inc. is a 501(c)(3), 509(a)(1) public charity whose purpose is to promote
liberty through limited government, personal responsibility, and free enterprise by
providing financial support to other 501(c)(3) publicly supported charities that share in its
purpose. As a means of promoting philanthropy and individual giving that alleviate
society's needs, Donors Trust, Inc. supports research and educational programs focusing
on areas such as social welfare, arts and culture, environment, foreign relations,
education, economics, and governance. Donors Trust, Inc. also offers practical solutions
to social problems by supporting organizations that are engaged in hands-on assistance
that is designed to promote individual responsibility rather than dependence on
governmental assistance.
Any person, corporation, or foundation may establish a donor-advised fund with Donors
Trust, Inc. to engage in activities consistent with Donors Trust, Inc.'s charitable purposes.
Donors can make recommendations regarding grants from donor-advised accounts;
however, the organization's Board of Directors is legally responsible for making all
grants. Donors Trust, Inc. carries out direct charitable activities. All of Donors Trust,
Inc.'s direct charitable activities are accounted for as special program fimds.
Principles of Consolidation
The consolidated financial statements include the accounts of Donors Trust, Inc. and its
affiliates, DT Investments I, LLC; Talent Market, LLC; and Donors Trust, LLC; which
are wholly owned, disregarded entities for federal and state tax purposes. DT
Investments I, LLC, holds minority interests in two non-publicly traded, nonmarketable
corporations that constitute a nonmaterial investment. Donors Trust, LLC had no activity
and held no assets during both 2017 and 2016. Talent Market, LLC provides
administrative assistance to other nonprofits whose missions are compatible with Donors
Trust, Inc.'s mission. The consolidated entities are referred to collectively as "Donors
Trust" throughout the accompanying consolidated financial statements and notes. All
significant intercompany transactions have been eliminated in consolidation.
Donors Trust, Inc. and Affiliates
Donors Trust's consolidated financial statements are prepared on the accrual basis of
accounting. Net assets are reported based on the presence or absence of donor-imposed
restrictions. At December 31, 2017 and 2016, all net assets were unrestricted.
Unrestricted net assets represent funds that are not subject to donor-imposed stipulations
and are available for support of operations. Donors Trust's net assets, including those
held in donor-advised accounts, are free from donor-imposed restrictions, and as such,
are reported as unrestricted net assets. These net assets are available for the operations of
Donors Trust and include both internally designated and undesignated resources. The
Board-designated net assets consist of assets held in donor-advised funds and special
program funds.
Use of Estimates
Cash Equivalents
Donors Trust considers as cash equivalents all highly liquid investments, which can be
converted into known amounts of cash and have a maturity period of 90 days or less at
the time of purchase.
Investments
Donated investments are recorded at fair value based on quoted market prices at the time
of receipt. Unless otherwise requested and approved, it is Donors Trust's policy to sell
all donated investments upon receipt.
7
Donors Trust, Inc. and Affiliates
Property and equipment purchased at a cost of $400 or more are capitalized and recorded
at acquisition cost. Depreciation is computed using the straight-line method over the
estimated useful lives of the assets, which is generally three to seven years. Leasehold
improvements are amortized over the term of the lease. Expenditures for maintenance
and repairs are charged to expenses as incurred.
Revenue Recognition
The costs of providing the various programs and other activities have been summarized
on a functional basis in the accompanying consolidated financial statements.
Accordingly, certain costs have been allocated among the programs and supporting
services benefited.
In February 2016, the Financial Accounting Standards Board (FASB) issued Accounting
Standards Update (ASU) 2016-02, Leases. The update requires a lessee to recognize a
right-of-use asset and lease liability, initially measured at the present value of the lease
payments, in its statements of financial position. The guidance also expands the required
quantitative and qualitative lease disclosures. The guidance is effective beginning in
2020.
In August 2016, the FASB issued ASU 2016-14, Presentation of Financial Statements
for Not-for-Profit Entities. The update changes the manner by which nonprofit
organizations classify net assets as well as improves information presented in financial
statements and notes about nonprofit organization liquidity, financial performance, and
cash flows. The guidance is effective beginning in 2018.
8
Donors Trust, Inc. and Affiliates
Subsequent Events
In preparing these consolidated financial statements, Donors Trust has evaluated events
and transactions for potential recognition or disclosure through October 29, 2018, the
date the consolidated financial statements were available to be issued.
Donors Trust follows FASB Accounting Standards Codification 820, Fair Value
Measurements and Disclosures, for its financial assets. This standard establishes a fair
value hierarchy that prioritizes the inputs to valuation techniques used to measure fair
value, and requires an entity to maximize the use of observable inputs (such as quoted
prices in active markets) and minimize the use of unobservable inputs (such as appraisals
or other valuation techniques) to determine fair value. The categorization of a fmancial
instrument within the hierarchy is based upon the pricing transparency of the instrument
and does not necessarily correspond to the entity's perceived risk of that instrument.
The inputs used in measuring fair value are categorized into three levels. Level 1 inputs
consist of unadjusted quoted prices in active markets for identical assets and liabilities
and have the highest priority. Level 2 is based upon observable inputs other than quoted
market prices, and Level 3 is based on unobservable inputs. Donors Trust recognizes
transfers between levels in the fair value hierarchy at the end of the reporting period.
9
Donors Trust, Inc. and Affiliates
In general, and where applicable, Donors Trust uses quoted prices in active markets for
identical assets to determine fair value. This pricing methodology applies to Level 1
investments.
Management reviews and evaluates the values provided by the limited partnership's
management and agrees with the valuation methods and assumptions used in determining
the fair value of the alternative investments. Unobservable inputs used in these models
are significant to the fair value of the investments.
In addition, during 2015, Donors Trust received a donation consisting of shares of stock
of a privately held company for which the fair value is based on the year-end appraisal of
the company's shares. The appraisal was performed by a qualified, independent
appraiser, as that term is defined by Internal Revenue Code (IRC) Section 170, who
declared, under penalties of perjury, that he is a qualified appraiser and that he meets the
definition of a qualified appraiser. Unobservable inputs used in these models are
significant to the fair value of the investments.
10
Donors Trust, Inc. and Affiliates
The following table presents Donors Trust's fair value hierarchy for those investments
measured on both a recurring and nonrecurring basis at December 31, 2017:
Mutual funds:
Fixed income $ 34,836,675 $ -$ - $ 34,836,675
Equities 20,078,538 - - 20,078,538
Common stocks:
Basic materials 150,034 - - 150,034
Consumer goods 771,112 - - 771,112
Financials services 959,773 - 959,773
Information
technology 1,058,184 - - 1,058,184
Utilities 30,613 - - 30,613
Energy 153,277 - - 153,277
Healthcare 580,752 - - 580,752
Industrials 3,588,467 - - 3,588,467
Real estate funds 104,573 104,573
Government securities 204,390 204,390
Corporate bonds 442,712 442,712
Interest in privately
held company 1,106,398 1,106,398
Limited partnership - 84,520,572 84,520,572
Investments measured
on a recurring basis 62,311,998 647,102 85,626,970 148,586,070
Interest in LLC 909,585 909,585
11
Donors Trust, Inc. and Affiliates
The following table presents Donors Trust's fair value hierarchy for those investments
measured on both a recurring and nonrecurring basis at December 31, 2016:
Mutual funds:
Fixed income $ 17,676,442 $ -$ $ 17,676,442
Equities 30,541,244 30,541,244
Common stocks:
Basic materials 74,448 74,448
Consumer goods 567,501 567,501
Financials services 852,999 852,999
Information
technology 580,473 580,473
Utilities 18,397 18,397
Energy 85,668 85,668
Telecommunication
services 8,571 8,571
Healthcare 400,306 400,306
Industrials 3,927,290 3,927,290
Government securities 208,052 208,052
Corporate bonds 493,117 493,117
Interest in privately
held company 823,904 823,904
Limited partnership - 70,955,163 70,955,163
Investments measured
on a recurring basis 54,733,339 701,169 71,779,067 127,213,575
Interest in LLC 909,585 909,585
12
Donors Trust, Inc. and Affiliates
The following table presents Donor Trust's activity for its investments measured at fair
value using significant tmobservable inputs (Level 3):
Investment income (loss) consists of the following for the years ended December 31:
2017 2016
2017 2016
13
Donors Trust, Inc. and Affiliates
In addition, Donors Capital Fund provided grants to Donors Trust. For the year ended
December 31, 2017, grants from Donors Capital Fund totaled $1,794,760, of which
$1,589,391 was allocated to donor-advised and special program funds (Board-designated
funds) and $205,369 was allocated for general operations (undesignated funds).
For the year ended December 31, 2016, grants from Donors Capital Fund totaled
$20,489,463, of which $19,882,945 was allocated to donor-advised and special program
funds (Board-designated funds) and $606,518 was allocated for general operations
(undesignated funds).
7. Commitment
During 2014, Donors Trust entered into an agreement for new office space under the
terms of a noncancellable operating lease that commenced on February 1, 2015 and is set
to expire on January 31, 2025. The terms of this lease contain provisions for a free rent
period of six months coinciding with the first six months of the lease, a tenant
improvement allowance of $174,000, and annual rent increases of nearly 3%. The lease
incentives and deferred rent (which represents rent expense in excess of rental payments)
are not recognized as deferred rent and lease incentives in the accompanying consolidated
financial statements due to immateriality.
Future minimum lease payments, under all operating leases, are as follows for the years
ending December 31:
2018 137,466
2019 141,250
2020 145,139
2021 149,133
2022 153,230
Thereafter 332,714
14
Donors Trust, Inc. and Affiliates
7. Commitment (continued)
Total occupancy expense was $135,663 and $136,433 for the years ended December 31,
2017 and 2016, respectively.
8. Retirement Plans
Donors Trust offers employees the opportunity to supplement their retirement income
through the purchase of a 403(b)(7) plan, also known as a tax-sheltered annuity plan.
The plan allows employees of Donors Trust to make elective deferrals up to Internal
Revenue Service (IRS) limits per annum. All employees are eligible to participate and
may do so at any time.
In addition, employees are eligible to participate in a SEP IRA beginning January 1 of the
year following the year they are first employed by Donors Trust, and may receive a
contribution on the last day of each quarter of each year they are employed by Donors
Trust thereafter. Donors Trust may make discretionary contributions to the plan of up to
the lesser of 25% of each employee's total compensation in a given year or up to IRS
limits per annum. In 2007, the Board of Directors approved a compensation plan that
stipulated an armual 10% SEP contribution to qualified employees. For the years ended
December 31, 2017 and 2016, Donors Trust recorded contributions to the plans of
$105,644 and $89,420, respectively.
9. Income Taxes
DT Investments I, LLC; Talent Market, LLC; and Donors Trust, LLC are disregarded
entities for income tax purposes. As single member LLCs, all items of income and
expenditure are attributable to Donors Trust, Inc. and are reported on its armual Form
990. All activities are related to the mission of Donors Trust, Inc.
Donors Trust, LLC became inactive during 2011 and held no assets during 2017 and
2016.
Management has evaluated Donor Trust's tax positions and has concluded that there are
no uncertain tax positions that require recognition or disclosure in the accompanying
consolidated financial statements.
15
Donors Trust, Inc. and Affiliates
16
Donors Trust, Inc. and Affiliates
17