Académique Documents
Professionnel Documents
Culture Documents
~90
OMB No 1545-0047
.!f
2006
A
B
r--
Check rt applicable
Please use
IRS label
or
or pe.
See
specific
instructions.
lnitoal return
Final return
Trust
111
North
Henrv
ZIP code+ 4
Gross rece1ots. Add Imes 6b, Sb, 9b, and 1Ob to line 12
OYes
iKl
iK]Yes
nYes
00No
H (d)
I
M
5 , 918, 6 9 8 .
No
No
LJ
<!
~
X Accrual
I Revenue. Expenses, and Changes in Net Assets or Fund Balances See the instructions.)
I Part I
=::>
LJCash
iKJ
535-3563
H (a)
H (b)
H (c)
ora
Organization type
3 .. (insert no)
527
4947(a)(1) or
(check only one)
501(c)
Check here
1fthe organization 1s not a 509(a)(3) supporting organization and its
gross receipts are normally not more than $25,000 A return 1s not required, but 1f the
organization chooses to file a return, be sure to file a complete return
(.!:,
Acco~ng
meth :
VA 22314-2903
Web site:
LJ
Telephone number
(703)
State
Street
trust.
52-2166327
Room/suite
www. donors
Inc.
Number and street (or PO box rt mail 1snot delivered to street addr)
Alexandria
Amended return
Application pending
Name of organ1zatoon
Donors
fyrint
Name change
Open to Public
Inspection
The organization may have to use a copy of this return to satisfy state reporting requirements
a
b
c
d
T~1f~r~tii
1c
1d
4 617,584.
249, 391.
1a
1b
6361 003.)
2
3
4
Program service revenue including government fees and contracts (from Part VII, line 93)
Interest on savings and temporary cash investments
1e
2
3
4
5
6a
b
c
\ndjs(cash
Gross rents
39,980.
71,746.
Sal
6b
4,866,975.
501,883.
--
....
(A) Securities
6c
7
(8) Other
ao
p
U>
r-E
0::.
15 Fundra1smg (from line 44, column (D))
N
s 16 Payments to aff1l1ates (attach schedule)
E
s 17 Total exoenses. Add Imes 16 and 44, column (A)
Excess or (def1c1t)for the year Subtract line 17 from line 1
A 18
NS 19 Net assets or fund balances at beginning of year (from line 73, column (A))
ES
TE 20 Other changes 1n net assets or fund balances (attach explanation)
T
s 21 Net assets or fund balances at end of ~ear Combine lines 18, 19, and 20
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
---
Bd
18,660.
---
9c
10c
11
12
13
14
.....
en
AUG1 7 2007
OGDEN,
UT
TEEA0101
12,441.
5, 511 685.
3,237
702.
36 472.
231,576.
15
16
17
18
19
20
21
3,505
750.
2,005
935.
2,566
443.
38,572.
4,610,950.
01/18107
rf\
.....
_
Donors
Part II
Trust,
Inc.
52-2166327
All organizations must complete column (A). Columns (8), (C}, and fD) are
required for section 501 (c)(3) and (4) organizations and section 4947(a)(l) nonexempt cnaritable trusts but opt1ona for others.
Pae 2
(B) Program
(A)Total
(C) Management
and aeneral
services
(D) Fundra1smg
0. )
...D
22a
2,613,820.
2,613,820.
I
I
I
...D
23 Spec1f1cassistance to 1nd1v1duals
24
!
I
I
0.
0.
24
0.
0.
25a
71,135.
132,468.
10,995.
50,338.
25b
0.
0.
0.
0.
25c
0.
0.
0.
0.
26
137,629.
73,907.
11,423.
52,299.
27
12,103.
6,499.
1,005.
4,599.
28
81,475.
23
27
81,475.
(attach schedule)
26
22b
29 Payroll taxes
28
6,944.
29
18,630.
3, 729.
10,004.
0.
576.
2,639.
1,546.
0.
7,080.
30
30
31
Accounting fees
31
39,019.
34,978.
32
Legal fees
32
33
43,556.
43,380.
8,837.
4,745.
30.
733.
3,359.
6,752.
4,068.
463.
2 I 221.
Supplies
33
34 Telephone
35 Postage and sh1pp1ng
36 Occupancy
Equipment rental and maintenance
37
39
40
5,323.
29,265.
6,668.
38
18,178.
11,057.
39
57,116.
45,161.
3,000.
1,550.
Advertising_
& marketing__
Dues & Com:Q_liance ______
Utilities
____________
d Website
Costs
------------------e Insurance
____________
fees
f Writer/research/editor
43a
51,519.
43b
43c
4,960.
g ___________________
43a
a
b
c
Total functionalexpenses.AddImes22a
throu~h43g (Orm:nizat1ons
completmfcol~mns
(B) . D), carrvt esetotalsto Imes1 15
0.
0.
1,275.
146.
318.
2,392.
1,526.
11,482.
1,150.
5,518.
1,228.
5,893.
0.
11,955.
40
41
43
3,479.
15, 391.
37
Interest
Deprec1at1on,
depletion,etc (attachschedule)
Otherexpenses
notcoveredabove(1tem1ze):
41
42
44
34
35
36
0.
2,766.
42
43d
43e
43f
44
250.
119.
3,244.
259.
501.
2,485.
2,217.
435.
225.
207,260.
225,067.
3,237,702.
3,505,750.
1,200.
0.
51,400.
296.
1,420.
42.
200.
222.
46.
36.
174.
l, 001.
16,806.
36,472.
231,576.
.,..D
Are any 1omt costs from a combined educational campaign and fundra1smg sollc1tat1on reported 1n(B) Programservices?
Yes ~ No
$
, (ii) the amount allocated to Program services
If 'Yes,' enter (i) the aggregate amount of these Joint costs
$
; (iii) the amount allocated to Management and general
$
; and (iv) the amount allocated
to Fundra1sm
BAA
$
TEEAO102
01123107
Part Ill
Donors
Trust,
Inc.
52-2166327
Pa e3
Form 990 1savailable for public inspection and, for some people, serves as the primary or sole source of information about a particular
organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore,
please make sure the return 1scomplete and accurate and fully describes, in Part Ill, the organization's programs and accomplishments
See Statement..L
Attached___________
What 1sthe organization's primary exempt purpose'
All organizations must describe their exempt purpohseachievements in a clear and cbo
nc1se manner. State the number of
clients served, gublicat1ons issued, etc Discuss ac 1evementsthat are not measura 1e. (Section 501 (c)(3) and (4) organ1zat1onsand 4947 a 1 nonexem t charitable trusts must also enter the amount of rants and allocations to others
a See
Statement..L
Attached
c See
Statement,
$
_Attached_(CCAP
Statement,
Attached_(PPAA
0.
109,263.
92,584.
Attached
BAA
TEEAOl03
01118/07
344.
0.
2,925
Pro_gram) ________________________
CReci>'~~~i~:!?,~~
494?(alC1ltrusts. but
2, 613 820.
If this amount includes fore, n rants, check here ....
_(NPS Pr~9:Fam) _________________________
_
d See
ProgramServiceExpenses
3,855.
....
110,748 .
3,241,794.
Form 990 (2006)
----------
-----
Form990 (2006)
Donors
Trust,
Inc.
52-2166327
-tr='~'=-:--'T-':~~~'=':=:..=..~-:="""'-"".~~'-:----:-:---:-~~~~~~~~~~~~~~.....=:.......=:..=....::....::..::...:..:..~~~....:.....::=-...:
Page4
(A)
Beginning of year
45
46
45
1,533
47 a Accounts receivable
b Less allowance for doubtful accounts
47a
47b
48a
48b
906.
85,080.
608.
51
85,080.
I----
48c
49
50a
(attach schedule)
b Less allowance for doubtful accounts
52
53
54a
b
---
51 c _______
52
470.
948,556.
D Cost ~ FMV
.,.. D Cost D FMV
Stmt.,..
55b
16,844.
5,698.
60
61
62
Grants payable
Deferred revenue
57c
1,934.
2,572,172.
5,729.
60
61
62
1,875.
4,614,089.
3, 139.
5,729.
66
3, 139.
2,566,443.
67
4,610,950.
68
69
68 Temporarily restricted
69 Permanently restricted
and complete lines
Organizations that do not follow SFAS 117, check here
70 through 74
~ 70 Capital stock, trust principal, or current funds
D
71 Paid-in or capital surplus, or land, building, and equipment fund
B
f 72 Retained earnings, endowment, accumulated income, or other funds
59
63
64a
64b
65
tI
58
--
67
12,130.
-----
63
--55c
57
59
6,450.
1,179,864.
56
1 1
66
53
54a
54b
i-=5=-5=-a1-----=2-=8...,_,-=9--'7--'4::...:_.
1
47c
50b
3 328,690.
L
I
46
--
81
50 a Receivables from current and former officers, directors, trustees, and key
employees (attach schedule)
(8)
End of year
--
70
71
72
73
74
Total net assets or fund balances. Add Imes 67 through 69 or Imes 70 through
72 (Column (A) must equal line 19 and column (8) must equal line 21)
Total liabilities and net assets/fund balances. Add lines 66 and 73
BAA
2 566 443.
2,572,172.
--
73
74
4,610,950.
4,614,089.
Form 990 (2006)
TEEA0104
01/18/07
Donors
Trust,
Inc.
52-2166327
Pa e 5
Part IV-A Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the
mstructions.)
a
b
Total revenue, gains, and other support per audited financial statements
Amounts included on line a but not on Part I, line 12:
1 Net unrealized gains on investments
2Donated services and use of fac11it1es
b3
b4
--
b
c
38 572.
5,511,685.
d
e
5,511,685.
d1
38,572.
b1
b2
c
d
5 550,257.
d2
~
IPart IV-8 I Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
a
b
a
b1
b2
b3
c
d
b4
b
c
3,505,750.
d1
-------------------------------
d2
--------------------------------------e
3,505,750.
- -
d
e
3,505,750.
(C) Compensation
(if not paid,
enter -0)
(D) Contributions to
employee benefit
plans and deferred
compensation plans
(E) Expense
account and other
allowances
Whitney
L Ball ___________
c/o Donors Trust
_________
Sec'v
&
Treas.
40+
115,650.
16,818.
0.
Kimber!Y_ 0 Dennis
________
c/o Donors Trust
_________
President
0.
0.
0.
Director
0.
0.
0.
Director
0.
0.
0.
Vice-President
0.
0.
0.
James Piereson
___________
c/o Donors Trust
_________
Nathaniel_
C Moffat ________
c/o Donors Trust
_________
Daniel
C Searle
__________
c/o Donors Trust
_________
See List of Officers, Etc. Statement _____
---------------------BAA
TEEA0105
01/18/07
Trust,
Inc.
52-2166327
Paoe 6
(contmued)
No
Yes
-----------
b Are any officers, directors, trustees, or key employees listed in Form 990, Part VA, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule
A, Part llA or 118,related to each other through family or business relat1onsh1ps?If 'Yes,' attach a statement that
1dent1f1esthe ind1v1dualsand explains the relat1onsh1p(s)
- -
-- -
- - -
75b
c Do any officers, directors, trustees, or key employees listed 1nform 990, Part V-A, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule
A, Part II-A or 11-8,receive compensation from any other organizations, whether tax exempt or taxable, that are related
to the organization? See the 1nstruct1onsfor the definition of 'related organization'
If 'Yes,' attach a statement that includes the information described in the 1nstruct1ons.
d Does the oraarnzat1on have a written conflict of interest policy?
x -,
I
--
-xi
----
--,
75c
- ---
75d
'
!Part V-B I Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below)
dunng the year, list that person below and enter the amount of compensation or other benefits 1nthe appropriate column. See
the instructions.)
(C) Compensation
(D) Contributions to
(E) Expense
(B) Loans and
(1f not paid,
employee benefit
account and other
(A) Name and address
Advances
enter -0-)
plans and deferred
allowances
compensation plans
N/A
-------------------------------------------------
Did the organization make a change in its act1v1t1esor methods of conducting act1v1t1es?
If 'Yes,' attach a detailed statement of each change
Were any changes made in the organizing or governing documents but not reported to the IRS?
Capital_Fund,
Inlfil
-xl
--
'
---
--
79
_______
TEEA0106 01/18/07
x I
-~-
BAA
---
78a
78b
--
80 a Is the organization related (other than by assoc1at1onwith a statewide or nat1onw1deorganization) through common
membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization'
Donors
x-,
--
76
79
No
Yes
_____
- -
80a
- --
0 nonexempt
O.
I
i
I
'
'
---
---
xi
81 b
Form 990 (2006)
--------------------
D6nors
Trust,
Inc.
52-2166327
Paae7
Yes
No
82 a Did the organization receive donated services or the use of materials, equipment, or fac11it1esat no charge or at
substantially less than fair rental value?
82a
b If 'Yes,' you may indicate the value of these items here. Do not include this amount as
revenue in Part I or
83a Did the organization
b Did the organization
84a Did the organization
83a
83b
84a
comply with the disclosure requirements relating to quid pro quo contributions?
solicit any contributions or gifts that were not tax deductible?
X
N/ \
X
b If 'Yes,' did the oraanizat1on include with every solic1tat1on an express statement that such contributions or gifts were
not tax deductible?
84b
85 50 I (c)(4), (5), or (6) orgamzat,ons. a Were substantially all dues nondeductible by members?
85a
85b
b Did the organization make only in-house lobbying expenditures of $2,000 or less?
NI
-1.
N/
-1.
If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year.
85c
85d
85e
85f
N/A
N/A
N/A
N/A
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?
i
!
- ---
---
85a
N/ri_
85h
N/ ri_
86 507 (c)(l) orgamzat,ons Enter: a Initiation fees and capital contributions included on
line 12
b Gross receipts, included on line 12, for public use of club fac11it1es
87 501(c)(12) orgamzat,ons. Enter a Gross income from members or shareholders
86a
86b
87a
N/A
N/A
N/A
87b
N/A
b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.)
88 a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301 7701 2 and 301 .7701-3?
If 'Yes,' complete Part IX
b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of
section 512(b)(l3)? If 'Yes,' complete Part XI
.
89a 501 (c)(3) orgamzat,ons Enter: Amount of tax imposed on the organization during the year under
section 4911 _ _ _ _ _ _ _ _ _ _ _ , section 4912 _ _ _ _ _ _ _ _ _ _ _ . section 4955 __________
88a
88b
89b
b 50 I (c)(3) and 50 I (c)(4) orgamzat,ons Did the organization engage in any section 4958 excess benefit transaction
during the year or did 1t become aware of an excess benefit transaction from a prior year? If 'Yes,' attach a statement
explaining each transaction
c Enter: Amount of tax imposed on the organization managers or d1squal1f1edpersons during the
year under sections 4912, 4955, and 4958 .
.
~-------0-----1.
d Enter Amount of tax on line 89c, above, reimbursed by the organization
e All orgamzat,ons At any time during the tax year, was the organization a party to a proh1b1tedtax shelter transaction?
f A// orgamzat,ons. Did the organization acquire a direct or indirect interest in any applicable insurance contract?
0.
-f--
--------
x
x
89e
89f
g For supporting orgamzat,ons and sponsoring orgamzat,ons maintaining donor advised funds Did the supporting
1---------1-organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during
the year?
89g
90a List the states with which a copy of this return 1sfiled
See Statement,
Attached
____________________
I
----
b Number of employees employed in the pay period that includes March 12, 2006
4
_
_
(See 1nstruct1ons.)
Donors
Trust------------N Henry
StL Alexandria,
VA-------------------
91aThebooksareincareof
Locatedat
111
Telephone number
(703)_535-3563
_____
ZIP+4
22314-2903
___
Yes
b At any time during the calendar year, did the organization have an interest 1n or a signature or other authority over a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?
If 'Yes,' enter the name of the foreign country ~ ___________________________________
91 b
No
See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and
Financial Accounts
BAA
I
Form 990 (2006)
TEEA0107
01/18/07
Trust,
Inc.
Pa es
Yes No
52-2166327
91c
(B)
(A)
Business
code
(C)
Exel
us1on
code
Amount
TI
....
.,.. 92
(D)
Amount
(E)
Related or exempt
function income
93
501 883.
c
d
e
f Med1care/Med1ca1d
payments
fromgovernment
agencies
g Fees& contracts
Membership
dues
and
assessments
94
cashinvmnts
95 Interestonsavings& temporary
D1v1dends
&
interest
from
securities
96
Net
rental
income
or
(loss)
from
realestate
97
a debt-financed property
b not debt-financed property
98 Netrentalincomeor (loss)frompersprop
99 Other investment income
14
14
39 980.
71 746.
18
18,660.
12, 441.
revenue
c
d
e
130,386.
514,324.
644,710.
Note: Lme 705 Dlus /me le, Part I, should equal the amount on /me 72, Part I
I Part VIII Relationshio of Activities to the Accomolishment of Exemot Purooses (See the instructions.)
Line No. Explain how each act1v1tyfor which income 1sreported in column (E) of Part VII contributed importantly to the accomplishment
....
of the organization's exempt purposes (other than by prov1d1ngfunds for such purposes) .
This revenue
chanoed
accountina
software.
103a In 2006 the Oroanization
made
bv
the
Oraanization's
auditors
to the book's
bea.
bal.
is an adi.
in
new
software
to
nrevious
vears
audited
numbers.
beo. bal.
to adiust
(C)
(B)
Percentage
of
ownership
interest
Nature of act1v1t1es
N/A
(E)
End-of-year
assets
%
%
%
%
I PartX
lnfonnation Reaardina Transfers Associated with Personal Benefit Contracts (See the instructions. 1
duringtheyear,receive
anyfunds,directlyor indirectly,
to paypremiums
ona personal
benefitcontract?
a Didtheorganization,
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract'
Note: If 'Yes' to (b), file Form 8870 and Form 4720 (see mstruct,ons).
BAA
TEEAO108 04/04/07
~Yes
Yes
No
No
Trust,
Inc.
52-2166327
Pae 9
Part XI lnfonnation Regarding Transfers To and From Controlled Entities. Complete only if the
organization is a control/mg organization as defined in section 572(b)(73).
N/A
Yes
106
No
Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If
'Yes,' com lete the schedule below for each controlled ent1
(B)
Employer Identification
Number
(A)
Name, address, of each
controlled entity
(C)
Descnption of
transfer
(D)
Amount of transfer
c
Totals
Yes
107
No
Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If
'Yes,' com lete the schedule below for each controlled ent1
(B)
Employer Identification
Number
(A)
Name, address, of each
controlled entity
(C)
Descnption of
transfer
(D)
Amount of transfer
c
Totals
Yes
108
No
Did the organization hav a binding written contract in effect on August 17, 2006, covering the interest, rents, royallies, and
annu1t1esdescribed in est1on 07 above?
Please
Sign
Here
Paid
Precarer's
se
Only
BAA
....
Date
Preparer's
signature
Check ,f
setfemplo ed
....
N Ste
410
EIN
VA
22201-2514
JSl}-.!t4 - i t/7 7
Phone no
TEEAOl10 01119/07
OMB No 1545-0047
SCHEDULE A
(Form 990 or 990-EZ)
.. MUST be completed by the above organizations and attached to their Form 990 or 990-EZ.
Employer identification number
Donors
Part I
2006
Trust,
Inc.
52-2166327
I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See 1nstruct1ons.List each one. If there are none, enter 'None.')
(b) Title and average
hours per week
devoted to pos1t1on
Staci_M Root---------------Address
in c/o taxnaver
Joy Simin_gton _______________
in c/o taxnaver
Address
Marketing
Program
(c) Compensation
(d) Contributions
(e) Expense
to employee
benefit account and other
plansanddeferred
allowances
compensation
Dir.
40+
71,799.
10,728.
0.
Admin.
40+
64,846.
1,375.
0.
-------------------------
--------------------------------------------------I
...
2
I Part II - A I Compensation of the Five Highest Paid Independent Contractors for Professional Services
(See instructions. List each one (whether 1nd1v1duals
or firms). If there are none, enter 'None.')
(a) Name and address of each independent contractor paid more than $50,000
(c) Compensation
None _____________________________________
-------------------------------------------------------------------------------------------------------------------------
None
IPart II - B I Compensation of the Five Highest Paid Independent Contractors for Other Services
(List each contractor who performed services other than professional services, whether 1nd1v1dualsor
firms. If there are none, enter 'None.' See 1nstruct1ons.)
... 1
(a) Name and address of each independent contractor paid more than $50,000
(c) Compensation
None-------------------------------------
01119/07
Donors
Trust,
Inc.
52-2166327
Page2
Yes
1 During the year, has the organization attempted to influence national, state, or local leg1slat1on,including any attempt
to influence public opinion on a leg1slat1vematter or referendum? If 'Yes,' enter the total expenses paid
or incurred in connection with the lobbying act1v1t1es
... $_________________
_
(Must equal amounts on line 38, Part VI-A, or line i of Part Vl-8)
No
Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other
organizations checking 'Yes' must complete Part Vl-8 AND attach a statement g1v1nga detailed description of the
lobbying act1v1t1es.
2 During the year, has the organiza!Jon, either directly or indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any
taxable organization with which any such person 1s affiliated as an officer, director, trustee, ma1ority owner, or principal
benef1c1ary? (If the answer to any question is 'Yes,' attach a detailed statement exp/ammg the transactions)
- ---- - ~ ___J
2a
2b
2c
Part
V, Form
990
2d
2e
3a
3a Did the organization make grants for scholarships, fellowships, student loans, etc 1 (If 'Yes,' attach an
explanation of how the organization determines that rec1p1entsqualify to receive payments )
b Did the organization have a section 403(b) annuity plan for its employees?
3b
c Did the organization receive or hold an easement for conservation purposes, including easements
to preserve open space, the environment, historic land areas or historic structures'
'Yes,' attach a detailed statement
If
d Did the organization provide credit counseling, debt management, credit repair, or debt negot1a!Jonservices?
4a Did the organization maintain any donor advised funds? If 'Yes,' complete lines 4b through 4g If 'No,' complete lines
4f and 4g
..
Did the organization make a d1stribut1onto a donor, donor advisor, or related person?
3c
3d
4a
4b
4c
d Enter the total number of donor advised funds owned at the end of the tax year
54
e Enter the aggregate value of assets held 1nall donor advised funds owned at the end of the tax year
...
f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised
funds included on line 4d) where donors have the right to provide advice on the d1stribut1onor investment of
amounts in such funds or accounts
...
g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year
...
BAA
TEEA0402
04/04/07
3,813,857.
0.
IPart IV
I Reason
Donors
Trust,
Inc.
52-2166327
Page 3
I certify that the organization 1snot a private foundation because 1t 1s (Please check only ONE applicable box.)
DA
D A medical research organization operated 1nconJunction with a hospital Section 170(b)(l )(A)(111)Enter the hospital's name, city,
and state
10
An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(l)(A)(1v)
(Also complete the Support Schedule in Part IV-A.)
11 a ~ An organization that normally receives a substantial part of its support from a governmental unit or from the general public
Section 170(b)(l )(A)(v1) (Also complete the Support Schedule 1nPart IV-A.)
11 b D A community trust. Section 170(b)(l )(A)(v1) (Also complete the Support Schedule in Part IV-A.)
12
13
D An organization that normally receives (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts
from act1v1t1es
related to its charitable, etc, functions - subJect to certain exceptions, and (2) no more than 33-1/3% 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 509(a)(2). (Also complete the Support Schedule in Part IV-A.)
D An organization that 1snot controlled by any d1squalif1edpersons (other than foundation managers) and otherwise meets the
requirements of section 509(a)(3). Check the box that describes the type of supporting organization:
O Type I
D Type II
D Type Ill-Functionally Integrated
D Type Ill-Other
Provide the following information about the supported organizations. (See instructions )
(a)
Name(s) of supported
organization(s)
(b)
Employer identification
number (EIN)
(c)
(d)
T)'pe of
organization (described
in lines 5 through 12
above or IRC section)
Is the supported
organization listed in
the supporting
orgamza~ion's
governing
documents?
Yes
No
....
Total
14
(e)
Amount of
support
BAA
TEEA0407
01122107
Schedule
52-2166327
Pa e4
Note: You mav use the worksheet m the instructions for convertma from the accrual to the cash method of accountmo
Calendar year (or fiscal year
beginning in)
....
15
16
17
Grossreceiptsfrom adm1ss1ons,
merchandise
soldor servicesperformed,
or furnishingof facilitiesin anyact1v1ty
that 1srelatedto the organization's
charitable,etc,purpose
Grossincomefrom interes~d1v1dends,
amountsreceivedfrom paymentson
securitiesloans(section512(aX5)),
rents,royalties,andunrelatedbusiness
taxableincome(lesssection511taxes)
from businesses
acquiredby the organ1zabon
afterJune30, 1975
18
19
Netincomefrom unrelatedbusiness
act1v1t1es
not includedin line 18
20
21
22
1. 585
2,805,881.
432
2bcJ3
2g>J.+
2~J5
078.
45,954.
251.
1,020
342,052.
852.
189,383.
14,874.
(e)
Total
2b'82
1 067
912.
6 479
896.
102
129.
1,065
642.
8 276.
851.
76,955.
3,283,913.
1,942,177.
1,218,086.
1.178,317.
7,622,493.
2,851,835.
1,600,125.
1,028,703.
1,076,188.
6,556,851.
24
32,839.
25 Enter 1% of line 23
26
19,422.
12 I 181.
a Enter 2% of amount m column (e), line 24
11,783.
.... 26a
b Preparea list for your recordsto showthe nameof andamountcontributedby eachperson(otherthana governmental
unit or publicly
supportedorganization)
whosetotalgifts for 2002through2005exceeded
the amountshownin line 26a.Do not file this list with your
return. Enterthetotal of all theseexcessamounts
c Total support for section 509(a)(l) test: Enter line 24, column (e)
18
76.955.
d Add Amounts from column (e) for lines:
22
19
26b
131
137.
I
--
....26b
....26c
f-------------~--_______J
2 481,631.
6,556,851.
I
2,481,631.
....26d
....26e
....26f
558
586.
998
265.
f Public suooort percentaae (line 26e (numerator) divided bv line 26c <denominator\\
%
60.98
27 Organizations described on line 12:
a For amounts included in Imes 15, 16, and 17 that were received from a 'd1squalif1ed person,' prepare a list for your records to show the
name of, and total amounts received m each year from, each 'd1squal1f1edperson ' Do not file this list with your return. Enter the sum of
such amounts for each year
(2005) ____________
(2004) ____________
(2003) ____________
(2002) ____________
_
bFor any amount included in line 17 that was received from each person (other than 'd1squalif1ed persons'), prepare a list for your records
to show the name of, and amount received for each year, that was more than the lar{,ler of (1) the amount on line 25 for the year or (2)
$5,000 (Include in the list organizations described 1n Imes 5 through 11b, as well as md1v1duals) Do not file this list with your return.
After computing the difference between the amount received and the larger amount described m (1) or (2), enter the sum of these
differences (the excess amounts) for each year:
(2005) ____________
(2004) ____________
(2003) ____________
(2002) ____________
_
c Add Amounts from column (e) for Imes
17
15
16
20
.... 27c
.,.. 27d
.... 27e
....__2_7_f
_.___
______
_,
_________
_,
...i--.::2c:...7~-------%=-
Unusual Grants: For an organization described m line 10, 11, or 12 that received any unusual grants during 2002 through 2005, prepare a
list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the
nature of the grant Do not file this list with your return. Do not include these grants 1n line 15.
TEEA0403 01119101
Schedule A (Form 990 or 990-EZ) 2006
BAA
ScheduleA
Part V
'--'---'------
2006 Donors
Trust,
Inc.
52-2166327
Private School Questionnaire (See 1nstruct1ons.)
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
Pa e 5
frorm99eJor990-
N; A
Yes
29 Does the organization have a racially nond1scrim1natorypolicy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body'
.
..
No
29
30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures,
catalogues, and other written communications with the public dealing with student adm1ss1ons,programs,
and scholarships?
.
---
- --
--
30
I
31 Has the organization publicized its racial~ nondiscriminatory policy through newspafier or broadcast media during
the period of sol1c1tationfor students, or uring the reg1strat1onperiod 1f1thas no so 1c1tat1onprogram, in a way that
makes the policy known to all parts of the general community 1tserves'
. .
If 'Yes,' please describe; 1f'No,' please explain. (If you need more space, attach a separate statement )
32
-- -
--t--
31
I
---
--
a Records indicating the racial compos1t1onof the student body, faculty, and adm1nistrat1vestaff'
32a
b Records documenting that scholarships and other financial assistance are awarded on a racially
nondiscriminatory basis?
.
.
32b
c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student adm1ss1ons,programs, and scholarships?
d Copies of all material used by the organization or on its behalf to solicit contributions'
32c
32d
I
- - a
'
I
If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement.)
-----------------------------------------------------------------------------------------------------------------
33 Does the organization discriminate by race 1nany way with respect to.
I
-
33a
b Adm1ss1onspolicies?
33b
33c
33d
e Educational policies'
33e
f Use of fac11it1es'
33f
g Athletic programs'
33g
33h
_,
'I
If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement)
---------------------------------------------------------
--------------------------------------------------------34a Does the organization receive any financial aid or assistance from a governmental agency?
b Has the organization's right to such aid ever been revoked or suspended'
--
~---
34a
34b
I
If you answered 'Yes' to either 34a or b, please explain using an attached statement
35 Does the organization certify that 1t has com3'1ed with the aggiicable requirements of
sections 4 01 through 4 05 of Rev Proc 75-5 , 1975-2 CB
7, covering racial
nond1scriminat1on?If 'No,' attach an exelanat1on.
BAA
TEEA0404
01119/07
J
'
---------------------------------------------------------
~-
--
~_J
35
Schedule A (Form 990 or 990-EZ) 2006
Part VI-A
2006
Donors
Trust,
52-2166327
Inc.
Pa e 6
I I 1f the organization
Check
N/A
I I 1fvou checked
To be completed
for all electing
organizations
36
37
38
38
39
41
Lobbying nontaxable amount Enter the amount from the following table The lobbying nontaxable amount is If the amount on line 40 is -
40
-~
20% of the amount on line 40
$100,000
plus15%of the excessover$500,000
plus10%of the excessover$1,000,00-0
$175,000
$225,000
plus5% of the excessover$1,500,000
Over$1,500,000
but notover$17,000,000
$1,000,000
Over $17,000,000
42 Grassroots nontaxable amount (enter 25% of line 41)
43 Subtract line 42 from line 36 Enter -0- 1f line 42 1s more than line 36
44 Subtract line 41 from line 38. Enter -0- 1f line 41 1s more than line 38
41
---
~--
---~~
--
-----~--
- -
'
42
43
44
Caution: If there is an amount on either /me 43 or /me 44, vou must file Form 4720
(a)
(b)
(c)
(d)
2006
2005
2004
2003
45 Lobbying nontaxable
amount
(e)
Total
o.
0.
o.
0.
0.
0.
o.
0.
0.
0.
0.
Lobbyingceilingamount
46
47
49
50 Grassroots lobbying
0.
!Part VlB I Lobbying Activity by Nonelectina Public Charities
exeend1tures
(For reporting only by organizations that did not complete Part VI-A) (See 1nstruct1ons.)
Dunng the year, did the organization attempt to influence national, state or local leg1slat1on, including any
attempt to influence public opinion on a leg1slat1vematter or referendum, through the use of
a Volunteers
b Paid staff or management (Include compensation in expenses reported on lines c through h.)
c Media advertisements
d Mailings to members, legislators, or the public
e Publications, or published or broadcast statements
Yes
No
x
x
x
x
x
x
Amount
I
___
__J
BAA
If 'Yes' to any of the above, also attach a statement g1v1nga detailed descnetion of the lobbying act1v1t1es
Schedule A (Form 990 or 990-EZ) 2006
TEEA0405
01119/07
ScheduleA(f.orm99flor990-
Part VII
2006
Donors
Trust,
Inc.
52-2166327
Pa e 7
51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c)
of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a nonchantable exempt organization of
Yes No
X
(i)Cash
51 a I
(ii) Other assets
x
b Other transactions.
(i)Sales or exchanges of assets with a nonchantable exempt organization
x
(ii)Purchases of assets from a nonchantable exempt organization
x
(iii)Rental of fac1l1t1es,equipment, or other assets
x
(iv)Re1mbursement arrangements
x
(v)Loans or loan guarantees
x
(vi)Performance of services or membership or fundra1s1ngsolic1tat1ons
x
c Sharing of fac11it1es,equipment. ma1l1nglists, other assets, or paid employees
c
X
d If the answer to any of the above 1s 'Yes,' complete the following schedule. Column (b) should always show the fair market value of
t he ~oods, ot her assets, or services given by th e report in~ or3,anizat ion If the organization received Iess t han f air market value 1n
any ransact1on or shanna arranaement, show in column 1d) e value of the aooas, other assets, or services received:
(c)
(a)
(b)
(d)
Name of nonchantable exempt organization
Description
of transfers,transactions,
andsharingarrangements
Amount involved
Line no
52a Is the organization directly or 1nd1rectlyaffiliated with, or related to, one or more tax-exempt organizations
described 1nsection 501(c) of the Code (other than section 501(c)(3)) or in section 527?
Yes
b If 'Yes,' complete the following schedule:
(b)
(a)
(c)
Type of organ1zat1on
Name of organization
Description of relat1onsh1p
. D
BAA
No
-------
01119/07
2006
. Form 990
Line S(A) and 8(8)
Statement
Attach to return
Name
Employer ldent1f1cat1onNumber
Donors
Trust,
Inc.
52-2166327
Securities
Gross
Sales Price
Description
Traded
Publicly
Basis
425,673.
Securities
407, 013.
Cost
Selhnq Expenses
Basis
407,013.
Nonpublic Securities
Date Acquired
and Method
Description
Date Sold
and to Whom
Gross
Sales Price
425,673.
Total Securities
407,013.
18,660.
Description
Date Acquired
and Method
Other Assets
Date Sold
and to Whom
-------------------------------
---------
---------
-------------------------------
---------
---------
-------------------------------
---------
---------
---------
---------
-------------------------------
10/30/06
Gross
Sales Price
Form 990
2006
Employer ldent1f1cat1onNo
Donors
52-2166327
Trust,
Inc.
Compensation
Whitney
(B)
Program
services
(C)
Management
and general
(0)
Name
(A)
Total
L Ball
115,650.
62,104.
9,599.
43,947.
115 650.
62,104.
9,599.
43,947.
Total Compensation
Received
Fundra1s1ng
(A)
Total
Name
Whitney
L Ball
Total Contributions to
Employee Benefit Plans &
Deferred Compensation
Plans
(B)
Program
services
(C)
Management
and general
(0)
Fundra1s1ng
16,818.
9, 031.
1,396.
6,391.
16,818.
9 031.
1,396.
6,391.
(A)
Total
Name
(B)
Program
services
(C)
Management
and general
(0)
Fundra1smg
02104/07
...
132,468.
71,135.
10 995 .
50,338.
52-2166327
(A)
Name and address
William
J Hume
c/o Donors Trust
(C)
Compensation
(if not paid,
enter O)
Director
0
(0)
Contri but1ons
to employee
benefit plans
and deferred
compensation
0.
(E)
Expense
account
and other
allowances
0.
0.
C/0
DONORSTRUST
End of
Year
0.
0.
0.
o.
Securities
- Mutual
Funds
948,556.
1,179,864.
o.
948,556.
Total
1,179,864.
Office
& e~i2ment
furniture
Total
------------
(a)
(b)
Cost/Other
Basis
Accumulated
Deprec1at1on
(c)
Book Value
28,974.
16,844.
12,130.
28,974.
16,844.
12,130.
52-2166327
le
- Noncash
Description
Value
of
marketable
securities
Amount
received
636,003.
Total
636,003.
20
Description
Unrealized
gain
on marketable
Amount
securities
38,572.
38,572.
Total
Form
990 p 2/Line
22a
cash
Description
Cash
grants
to
public
Amount
charities
from
DAFs
2,613,820.
2,613,820.
Total
22a
column
Description
Cash
grants
to
public
charities
(B)
Amount
2,613,820.
2,613,820.
Total
Form
990 p 2/Line
22b cash
Description
Cash
Total
grants
to
public
charities
Amount
81,475.
81,475.
...
52-2166327
Form
990 p 2/Line
22b
colUllU1 (B)
Description
Cash
grants
to
public
Amount
charities
81,475.
Total
81,475.
Form
990 p 2/Line
28 colUllU1 (B)
Description
Medical,
parking,
Amount
misc
3 729.
3 729.
Total
Form
990 p 2/Line
28 colUllU1 (C)
Description
Medical,
parking,
Amount
misc
576.
576.
Total
Form
990 p 2/Line
28 colUllU1 (D)
Description
Medical,
parking,
Amount
misc
2,639.
2,639.
Total
Form
990 p 3/Grants
& Allocations-a
Description
Grants
Total
from
donor
advised
fund
Amount
program
2,613,820.
2,613,820.
52-2166327
47a
Description
Due from
Donors
Capital
Amount
Fund
85,080.
85,080.
Total
Form
990 p 4/Line
47c,
column
(A)
Description
Due from
Donors
Capital
Amount
Fund
81,608.
81,608.
Total
Form
990 p 4/Line
53,
column
(A)
Description
Misc
prepaid
Amount
expenses
470.
470.
Total
Form
990 p 4/Line
53,
column
(B)
Description
Misc
prepaid
Amount
6,450.
expenses
6,450.
Total
Form
990 p 4/Line
55c,
column
Description
Furniture
Total
& equip,
net
of
depr
(A)
Amount
5,698.
5,698.
52-2166327
Form
990 p 4/Line
60,
column
(A)
Description
Amount
Misc accounts
payable
Accrued
employee
benefits
4 324.
1,405.
Total
5, 729.
Form
990 p 8/Line
103(E)-1
Description
Net
income
from
prior
period
Amount
audit
adjustment
12, 441.
Total
12, 441.
Gain
or
Loss
Statement/Public
sales
price
Description
Gross
proceeds
from
sale
Amount
of mutual
funds
425,673.
Total
425,673.
Gain
or
Loss
Statement/Public
cost
amount
Description
Basis
in
mutual
funds
(avg
cost
Amount
basis)
407,013.
407,013.
Total
Lines
55 & 57 Statements/Line
Description
Accumulated
depreciation
55,
Accumulated
Depr-1
Amount
16,844.
...
Donors Trust, Inc.
52-2166327
6
Continued
Lines
55 & 57 Statements/Line
Description
Total
55,
Accumulated
Depr-1
Amount
16,844.
----------
----
Form 990...I!.J:Accomplishments-d
_______________
Form990...I!_]:DescofProgramServices
______________
Form990_p_]:Line90a __________________
Part VI, Line 90a
AK,AL,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,LA,MA,MD,ME,MI,MN,
MO,MS,NC,ND,NH,NJ,NM,NY,OH,OK,OR,PA,RI,SC,TN,UT,VA,
WA,WI,WV.
---------~
52-2166327
Form990.J!..]:Exemptp__!!!Pose
________________
_______________
_______________
_______________
---
---
..,
Donors Trust, Inc.
Grantee
Grantee Address
PO Box 266
Windham, NY 12496
Cartersville, GA 30120
Arlington, VA 22209
Washington, DC 20036
Washington, DC 20036
P O Box 188350
Sacramento, CA 95818
Washington, DC 20036
Washington, DC 20036
509 C Street, NE
Washington, DC 20002
Arlington, VA 22201
EIN: 52-2166327
Grant Amount
10 Rockefeller Plaza
PO Box 1413
Ashburn, VA 20147
Artington, VA 22209
Chicago, IL 60606
Washington, DC 20036
Washington, DC 20036
Washington, DC 20036
Archdiocese of Chicago
Chicago, IL 60611
Alexandria, VA 22314
Arlington, VA 22201
McLean, VA 22102
8111
of Rights Institute
Arlington, VA 22203
Bowdoin College
Brunswick, me 040112
PO Box 35090
Camarillo, CA 93011
PO Box 97
Plymouth, VT 05056
Ortando, FL 32832
Washington, DC 20036-1480
PO Box 327
Cato Institute
Washington, DC 20001-5403
PO Box910
Warrenton, VA 20188
Washington, DC 20036
PO Box 741
Amherst, NY 14226-0741
Claremont Institute
Claremont, CA 91711
Stonington, CT 06378-9982
Compet1t1veEnterprise Institute
Washington, DC 20036
Ithaca, NY 14850-1999
Washington, DC 20002
PO Box 7173
Davidson, NC 28035-7173
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
23,500
1,000
600
100
10,000
4,000
2,000
250
850
1,000
400
12,300
17,500
12,000
1,000
40,500
1,000
25,000
1,000
7,500
1,100
203,800
500
650
1,000
2,500
18,750
1,000
9,800
500
10,350
200
1,250
5,000
1,500
11,000
1,000
1,000
27,750
Page 1 of 4
1,000
300
1,000
1,000
300
350
100
1,500
100
7,250
1,000
4,000
7,000
5,000
1,000
,,,,,
Donors Trust, Inc.
.,
Grantee
Grantee Address
EIN: 52-2166327
Grant Amount
New York, ny 10029
$
2247 15th Avenue West
Seattle, WA 98119-2417
$
800 Maryland Avenue, NE
Washington, DC 20002-5306
$
1775 Pennsylvania Ave , Ste 1200
Washington, DC 20006-4605
$
1711 E Palm
Palm Springs, CA 92664
$
1623 28th Street, NW
Washington, DC 20007
$
1666 Connecticut Avenue, NW, Suite 40( Washington, DC 20009
$
222 S Hamilton Street, Suite 23
Madison, WI 53703
$
14100 Crawford Street
Boys Town, NE 68010
$
Washington, DC 20036
1015 18th Street, NW, Suite 425
$
PO Box2000
Boys Ranch, FL 32064
$
662 Ferguson Road
Bozeman, MT 59718
$
Philadelphia, PA 19102
1528 Walnut Street, Suite 610
$
Alexandria, VA 22314
611 Cameron Street
$
New York, NY 10003
900 Broadway, Suite 602
$
30 South Broadway
Irvington-on-Hudson, NY 10533-2E $
Ph1ladelph1a,PA 19106
Davis, CA 95616-3839
Potomac, MD 20854
Washington, DC 20004
Washington, DC 20006
PO Box2685
Covina, CA 91722
PO Box2072
Livingston, MT 59047
Chicago, IL 60611
Helena, MT 59604-5570
Pittsburgh, PA 15213-3890
GMU Foundation
Arlington, VA 22201-8028
Goldwater Institute
Washington, DC 20005-3517
Honolulu, HI 96814
Springfield, VA 22151
Americus, GA 31709
77 Mam Street
Maxwell IA 50161
Heritage Foundation
Washington, DC 20002-4999
Chicago, IL 60607
Hudson Institute
Washington, DC 20005
PO Box 591303
Houston, TX 77259-1303
Washington, DC 20009
1726 M Street, NW
Washington, DC 20036
Chicago, 1160637
Arlington, VA 22201
Arlington, VA 22203
Washington, DC 20036
Washington, DC 20005
Washington, DC 20005
W1lm1ngton,DE 19087-1938
Washington, DC 20002
International Steward
Arlington, va 22203
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
20,000
10,000
10,000
1,000
500
1,000
250
100,000
100
10,000
1,000
10,000
20,000
300
16,500
4,500
200
6,000
30,000
847
2,000
5,000
1,000
1,000
2,000
5,750
1,000
370,000
1,600
6,000
600
49,000
5,000
500
6,500
1,000
29,000
5,000
10,000
100
5,000
25,000
5,000
2,000
18,450
7,350
7,000
250,000
5,000
800
27,500
100
15,000
Page 2 of 4
2,500
----
.,
--
_.,,
EIN: 52-2166327
Grantee
Grantee Address
PO Box 37460
Tallahassee, FL 32315-7460
Grant Amount
154 W 127th St
Leesburg, VA 20176
Leadership Institute
Arlington, VA 22151
Leg1ona1resof Christ
PO Box4185
Hamden, CT 06514
Mundelein, IL 60060
PO Box 14
L1v1ngston,MT 59047-0014
Charleston, SC 29403
Auburn, AL 36849
Midland, Ml 48640-0568
52 Vanderbilt Avenue
Washington, DC 20013
Alexandria, VA 22314
Arlington, VA 22201-4433
Philadelphia, PA 19102
PO Box 1305
Alexandria, VA 22313
Missoula, MT 59801
Lakewood, CO 80227
Princeton, NJ 05842-3215
Dallas, TX 75251-1339
Washington, DC 20002
Oakland, CA 94609-2509
Springfield, VA 22151-2125
Alexandna, VA 22314-3032
PO Box 1162
Weston, CT 06883
Annapolis, MD 21402
Washington, DC 20005
2777 Knapp, NE
Arlington, VA 22209-2105
PO Box 276600
Sacramento, CA 95827
Sacramento, CA 95834
Erie, PA 16506-6913
Philadelphia, PA 19106
Ph1ladelph1aSociety
Jerome, Ml 49249-9530
Philanthropy Roundtable
Washington DC 20036
Bozeman, MT 59718
Reason Foundation
Rockefeller University
Salvation Army-DC
PO Box 269
Alexandria, DC 22313
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
500
12,000
7,603
100
10,800
15,000
300
1,000
100
100
3,100
100
5,000
14,500
2,000
500
10,000
11,800
1,000
3,000
5,000
6,250
298,170
100
5,000
2,100
500
15,000
2,200
6,000
12,200
61,500
350
2,500
4,000
100
9,000
120,000
100
15,000
250
72,000
1,000
250
14,500
3,000
1,000
10,000
10,900
21,000
21,250
35,500
10,000
10,000
Page 3 of 4
---~-
----
,..,,
Grantee
Grantee Address
Samantan's Purse
PO Box 3000
Boone, NC 28607
Schenectady, NY 12302
Chicago, IL 60607
Skeptics Society
Pasadena, CA 91001
EIN: 52-2166327
Grant Amount
Potomac, MD 20854
St Elizabeth School
Chicago, IL 60653
Chicago, IL 60651
Wilmette, IL 60091
St Maron Church
Cleveland, OH 44115
6423 S Woodlawn
Chicago, IL 60637
St Patrick's School
Bedford, NY 10506
Stanford, CA 94305-6010
Richmond, CA 94805
Washington, DC 20006
Tax Foundation
Washington, DC 20036
Tarrytown, NY 10591
U S English Foundation
Arlington, VA 22201
USO
Arlington, VA 22201
PO Box 7065
Arlington, VA 22201
Washington, DC 20036
Gainesville, VA 20155
Washington, DC 20036
PO Box 327
Bozeman, MT 59771-0327
PO Box 758517
Topeka, KS 6675-8517
Herndon, VA 20170-4809
Young Life
PO Box 520
Mclean, VA 22101
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
500
400
15,000
1,000
6,500
1,000
10,000
500
2,000
2,000
1,500
1,000
1,000
1,500
10,000
10,200
200
3,000
27,000
1,000
10,250
250
600
2,500
3,000
4,000
1,500
1,000
3,000
10,100
2,000
100
2,613,820
Page 4 of 4
..
,.,
------
----
EIN: 52-2166327
Grantee
Grantee Address
Washington, DC 20036
Arlington, VA 22201
Cato Institute
Washington, DC 20001-5403
Claremont Institute
Claremont, CA 91711
Compet1t1veEnterpnse Institute
Washington, DC 20036
Grant Amount
PO Box 552
Olympia, WA 98507-0522
Hentage Foundation
Washington, DC 20002-4999
Arlington, VA 22203
Raleigh, NC 27601
52 Vanderbilt Avenue
Alexandria, VA 22314
Spnngfield, VA 22151-2125
Philanthropy Roundtable
Washington DC 20036
Richmond, CA 94805
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
5,000
5,000
5,000
16,000
1,500
5,000
325
5,000
5,000
150
10,000
2,500
10,000
2,500
5,000
3,500
81,475
Page 1 of 1
"' Form8868
(Rev December 2006)
~1~~~~7'~~~~~~~\~i~c~ry
.,.
OMS No 1545-1709
If you are f1l1ngfor an Automatic 3-Month Extension, complete only Part I and check this box
If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868
IPart I IAutomatic
.,.
Section 501 (c)(3) corporations required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
Part I only
.,.
All other corporations (mcludmg 1120-C filers), partnerships, REM/CS, and trusts must use Form 7004 to request an extension of time to ftle
income tax returns
Electronic Filing (e-file). Generally, you can electronically file Form 8868 11you want a 3-month automatic extension of time to file one of the
returns noted below (6 months for section 501 (c)(3) corporations required to file Form 990-T) However, you cannot file Form 8868
electronically 1f (1) you want the add1t1onal(not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a
composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868 For more details
on the electronic filing of this form, v1s1twww ,rs govleftle and click on e-f1/e for Chant,es & Nonprofits.
Name of Exempt Organization
Type or
print
Filebythe
Donors
Trust,
Inc.
due date for Number, street. and room or suite number If a PO box, see ,nstruct,ons
f1l1ngyour
return. See 111 North
Henry
Street
instructions. City, town or post office For a foreign address, see 1nstrucl1ons
52-2166327
Alexandria
Check type of return to be filed (file a separate application for each return):
X Form 990
Form 990-T (corporation)
Form 990-BL
Form 990-EZ
Form 990-PF
22314-2903
Form 5227
Form 6069
Form 8870
__________________________
ZIP code
VA
Form 4720
state
FAX No .,.________________
If the organization does not have an office or place of business 1nthe United States, check this box
....
If this 1s for a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN)
NI A If this 1sfor the whole group,
check this box .,. ~ If 1t 1sfor part of the group, check this box .,.
and attach a list with the names and EINs of all members
....D
2
, 20
, and ending
O Initial return
, 20
D Final return
3a If this appl1cat1on1sfor Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions
b If this application 1sfor Form 990-PF or 990-T, enter any refundable credits and estimated tax payments
made Include any prior year overpayment allowed as a credit
c Balance Due. Subtract line 3b from line 3a Include/our p~ment with this form, or, 1f required,
deposit with FTD coupon or, 11required, by using E TPS ( lectronic Federal Tax Payment System)
See 1nstruct1ons
3a $
0.
3b $
0.
3c $
0.
Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for
payment instructions
BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions.
FIFZ0501 12119/06