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Form

990

OMB No 1545-0047

Return of Organization Exempt From Income Tax


Under section 501(c), 527, or 4947(aXl) of the Internal Revenue Code (except black lung benefit trust or private foundation) ^ The organization may have to use a copy of this return to satisfy state reporting requirements , 2008, and ending
D C Please use IRS label or p rint or type. Name of organization

1
,

2008
t+pen tio^graonc r:nspecuon

Department of the Treasury

Internal Revenue Service


B Check if applicable

For the 2008 calen dar year, or tax year beginning


Address change Name change

Employer Identification Number

Donors Ca p ital Fund ,


P.O . Box 1305 City, town or country ^'

Inc
Room /suite E

54-1934032
Telephone number

Number and street ( or P O box if mail is not delivered to street addr )

Initial return

specfic Inst
lions.

(703) State VA ZIP code + 4 22313

535-3563

Amended return

Alexandria
F Name and address of principal officer Wh itney L. Ball P . O.

G Gross receipts $ 67, 681, 646.


H(a) Is this a group return for aff i liates"

LI
I
J
K

Application pending

BOx

1305

Alexandria

VA 22313

H(b) Are all affiliates included' If 'No,' attach a list ( see instructions) 14(c) Group exemption number IN.

Yes

FXN

Yes

Tax-exempt status n 501(c)


Website : ^ N/A
W Corporation Type of organization

( 3
n Trust n

(insert no)
Association D

n 4947(a)(1) or

527
L Year of Formation 1999 M State of legal domicile MD

1
U F 7

Briefly describe the organization's mission or most significant activities

s _port > Rc 509 ( a) (1) , (2) s (3) ores, which alleviate, ------------

through education , research and private initiatives , society's most pervasive and radical needs, including those relating to social - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - welfare _health_environment, economics, governance , foreign relations, and arts and culture; and which encourage philanthropy -------------------------- - - -----------and individual giving and reponsibility as an answer to society' s needs, as opposed to governmental involvement. -------------------------rha-k this hnv ^ fl if the nrnnniva#inn rticrnn#inuarl itc nnerafions or riicnncpri of mnrp than 95% of its assets.

ad
'' a

3 4 5 6 7a b
8

Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1 b) Total number of employees (Part V, line 2a) Total number of volunteers (estimate if necessary) Total gross unrelated business revenue from Part VIII, line 12, column (C) Net unrelated business taxable income from Form 990-T, line 34
Contributions and grants (Part ^ III, Ilrt^^m _

3 4 5 6 7a 7b Prior Year 52, 508, 615. 3,340 , 417. 1,492,844.

9 8 0 0 183,045. -184,018. Current Year 41,649,571. -4 , 139 , 979.

9 10 11

Program service revenue (Part1Vlll Ilne 2g) Investment Income (Part VIII, cotamn^qln1s ^, 428(.7 Other revenue (Part VIII, colI nes 5,6d, 8c, 9c, 10

d l le)

12 13
14 15

Total revenue - add lines 8 throw f1.11 (must equal Pa _ ,t lumn (A), line 12) s 1-3 Grants and similar amounts paid (Pa^ )
Ine 4) Benefits paid to or for members(Psrt c t Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)

57, 341, 876. 44 751 , 001.


0.

37,509,592. 70, 858, 213.


0. 0.

tj LO

16a Professional fundraising fees (Part IX, column (A), line 11e) b Total fundraising expenses (Part IX, column (D), line 25) ^ Other expenses (Part IX, column (A), lines 11a-11d, 1lf-24f) Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 0. 45 743, 610. 494, 611.

M G 8 16 C

17 18

694,924. 71,553,137.

19 20 a9 21
ZLL 22

Revenue less ex p enses. Subtract line 18 from line 12 Total assets (Part X, line 16) Total liabilities (Part X, line 26)
Net assets or fund balances. Subtract line 21 from line 20

11, 847, 265.


Beg innin g of Year

-34, 043, 545.


End of Year

95,20 3 1 Q81402, 023.


94,801- 058.

55, 6 06, 048. 187, 259.


55, 418, 789.

Part II

Si nature Bock
under penalti true, correct, n ri rv I le 6 lave that I have caminedthcs the th clar .ion of pre r turn includin accompanying sched les and statements , and to the ^est of my knowledge and belief, it is officer) is bas o d on all information o whic h prepare( h as any k now l e ge

Sign

4
Sliar

13 NN

2409

Here
^

L.

Ba

Type or print name and title

Paid
Pre-

Preparer's signature

^ Jeffre y

sik

Use r,s
Only

Firm's name (or f

ZIP+4

employed), address, and

Charitable Entit y Administ ;t Unit 3 ya y ire 00 Henderson

May the IRS discuss this return with the preparer shown above? (see I BAA For Privacy Act and Paperwork Reduction Act Notice , see the

Form 990 (2008) Donors Ca p ital Fund , Inc Part III Statement of Program Service Accomplishments (see instructions)
1

54-1934032

Pa ge 2

Briefly describe the organization's mission. Support-IRC 509 (a) (1)1 (2) & (3) orgs,_which alleviate, through education, research and private_ ------------- ---------- --------initiatives, s ociety's most pervasive and radical needs, including those relating to social welfare,-------- ---See Form 990, Page 2, Part III, Line 1 ccontmued) _ _ _ _ _ _ _ ------------------------------------------Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Yes No If 'Yes,' describe these new services on Schedule 0 Yes XQ Did the organization cease conducting, or make significant changes in how it conducts, any program services? No If 'Yes,' describe these changes on Schedule 0 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501 (c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported

3 4

4a (Code 70, 858, 213. ) (Revenue $ 32 , 180, 868. ) ) (Expenses $ 70, 878, 798. including grants of $ through________________ Support IRC 509(a) (1)_& 509(a) (2)_orgp1-which alleviate
education, research and private initiatives , society ' s most pervasive and radical needs, including those relating to social---------------------welfare, health, environment , economics -governance , foreign relations , and arts and culture and which encourage philanthropy --------------------

and individual giving and responsibility as an answer to society' s needs,_ as opposed to governmental involvement.

4b (Code

) (Expenses

including grants of

)(Revenue

4c (Code

) (Expenses

including grants of

)(Revenue

4d Other program services (Describe in Schedule 0 ) ) (Revenue $ including grants of $ (Expenses $ 70,878,798. (Must equal Part IX, Line 25, column (8)) 4e Total program service expenses ^ $

BAA

TEEA0102

12/24/08

Form 990(2008)

Form990 (2008)'

Donors Ca p ital

Fund ,

Inc

54-1934032 Yes

Page3 No

Part IV
1 2 3 4 5 6 7 8

Checklist of Req uired Schedules

Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part 1 Section 501 (c)(3) organizations . Did the organization engage in lobbying activities? If 'Yes,' complete Schedule C, Part 11 Section 501 (cX4), 501 (c)(5), and 501 (cX6) organizations . Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part /11 Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part 1 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part 11 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part 111 Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV Did the organization hold assets in term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25? If 'Yes,' complete Schedule D, Parts VI, Vll, Vlll, IX, or X as applicable Did the organization receive an audited financial statement for the year for which it is completing this return that was prepared in accordance with GAAP' If 'Yes,' complete Schedule D, Parts Xl, Xll, and Xlll Is the organization a school described in section 170(b)(1)(A)(i)? If 'Yes,' complete Schedule E

1 2 3 4 5 6 7 8

X X X X

X X X

10 11 12

9 10 11 12 13 14a 14b 15 16 17 18 19 20 21 22 23

X X X X X X X X X X X X X X X X

13 14a Did the organization maintain an office, employees, or agents outside of the U S 7

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the U S.? If 'Yes,' complete Schedule F, Part I 15 16 17 18 19 20 21 22 23 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If 'Yes,' complete Schedule F, Part ll Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If 'Yes,' complete Schedule F, Part Ill Did the organization report more than $15,000 on Part IX, column (A), line 11 e' If 'Yes,' complete Schedule G, Part / Did the organization report more than $15,000 total on Part VIII, lines 1 c and 8a' If 'Yes,' complete Schedule G, Part ll Did the organization report more than $15,000 on Part VIII, line 9a' If 'Yes,' complete Schedule G, Part /1/ Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H Did the organization report more than $5,000 on Part IX, column (A), line 17 If Yes,'complete Schedule 1, Parts 1 and ll Did the organization report more than $5,000 on Part IX, column (A), line 2? If 'Yes,' complete Schedule 1, Parts l and 111 Did the organization answer 'Yes' to Part VII, Section A, questions 3, 4, or 57 If 'Yes,' complete Schedule J

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, and that was issued after December 31, 2002' If 'Yes,' answer questions 24b-24d and complete Schedule K. If 'No,'go to question 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 25a Section 501(cx3) and 501 (cX4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I b Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person from a prior year? If 'Yes,' complete Schedule L, Part I 26 27 BAA Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year7 If 'Yes,' complete Schedule L, Part lI Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial contributor, or to a person related to such an individual? If 'Yes,' complete Schedule L, Part 111

24a 24b 24c 24d 25a 25b 26

X X X

X 27 Form 990 (2008)

TEEA0103

10/13/08

'

Form990 (2008)' Donbrs Cap ital Fund , Inc Part IV Checklist of Required Schedules (continued)
28 During the tax year, did any person who is a current or former officer, director, trustee, or key employee

54-193403

ge 4 No

a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% in another entity (individually or collectively with other person(s) listed in Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV b Have a family member who had a direct or indirect business relationship with the organization? If 'Yes,' complete Schedule L, Part IV c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) doing business with the organization? If 'Yes,' complete Schedule L, Part IV 29 30 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part /l Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701 -2 and 301 7701-3' If 'Yes,' complete Schedule R, Part I Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts ll, ill, IV, and V, line 1 Is any related organization a controlled entity within the meaning of section 512(b)(13)' If 'Yes,' complete Schedule R, Part V, line 2 Section 501(cX3) organizations . Did the organization make any transfers to an exempt non-charitable related organization? If 'Yes,' complete Schedule R, Part V, line 2 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI

28a 28b 28c 29 30 31 32 33 34 35 36 X X X X

X X X

X X X

31 32 33 34 35 36 37 BAA

37 X Form 990 (2008)

lEEA0104

12/18/08

Form 990 Part V

Donors Capital

Fund,

Inc

54-1934032

Pages Yes No

atements Regardinq Other IRS Filin

Tax Compliance
1a lb! 0 0 1c X

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

c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 2b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note . If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file this return. (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If 'Yes' has it filed a Form 990-T for this year? If 'No,' provide an explanation in Schedule 0 4a At any time during the calendar year, did the organization have an interest in, 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)? b If 'Yes,' enter the name of the foreign country. ^ Bermuda See the instructions for exceptions and filing requirements for Form TD F 90-22 .1, Report of Foreign Bank and Financial Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If 'Yes,' to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? 6a Did the organization solicit any contributions that were not tax deductible? b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization provide goods or services in exchange for any quid pro quo contribution of more than $75? b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282' I 7d1 d If 'Yes,' indicate the number of Forms 8282 filed during the year e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? 8 Section 501 (c)(3) and other sponsoring organizations maintaining donor advised funds and section 509(aX3) supporting organizations . Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 9 Section 501 (cx3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? b Did the organization make any distribution to a donor, donor advisor, or related person? 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 11 Section 501(cx12) organizations. Enter a Gross income from other members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) 12a Section 4947(aXl) non -exempt charitable trusts. Is the organization filing Form 990 in lieu of b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year BAA

0
2b

3a 3b 4a

X X X

5a 5b 5c 6a 6b 7a

X X

7c

7e 7f 7g 7h

X X

8 9a 9b

X X X

10a 10b 11 a 11 b Form 1041? 112bl

12a Form 990 (2008)

TEEA0105

04/08/09

Form 990 (2008)'Donors Ca p ital Fund , Inc 54-1934032 Page 6 Governance , Management and Disclosure (Sections A, B, and C request information about policies not Part VI required by the Internal Revenue Code.)

Section A.

Govirning Bod y and Manag ement


Yes No

For each 'Yes' response to lines 2-7b below, and for a 'No' response to lines 8 or 9b below, describe the circumstances, processes, or changes in Schedule 0 See instructions. 1 a Enter the number of voting members of the governing body 1a 9 b Enter the number of voting members that are independent 1b 8 2 3 4 5 6 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee or key employee? Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person' Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed' Did the organization become aware during the year of a material diversion of the organization's assets? Does the organization have members or stockholders? 2 3 4 5 6 7a 7b

X X X X X X X

7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followinga The governing body's b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates? b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? 10 11 Was a copy of the Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule 0 the process, if any, the organization uses to review the Form 990 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

8a 8b 9a 9b 10

X X X

organization's mailing address' If 'Yes,' provide the names and addresses in Schedule 0 Sectio n B. Policies
12a Does the organization have a written conflict of interest policy? If 'No,' go to line 13 b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule 0 how this is done 13 Does the organization have a written whistleblower policy? 14 Does the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decisiona The organization 's CEO, Executive Director, or top management official? b Other officers of key employees of the organization? Describe the process in Schedule 0 (see instructions)

11

X
No

15a 15b

X X

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? b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt

16a

status with respect to such arrangements' Section C . Disclosures


17 List the states with which a copy of this Form 990 is required to be filed ^

16b

See States Form 990 Filed In -----------------------------18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990 -T (501 (c)(3)s only) available for public inspection Indicate how you make these available Check all that apply XX Upon request 11 Own website 1-1 Another's website 19 20 Describe in Schedule 0 whether (and if so , how) the organization makes its governing documents , conflict of interest policy , and financial statements available to the public State the name , physical address, and telephone number of the person who possesses the books and records of the organization _ _ _ _ - - _ (703)535-3563 the Organization _ _ _ - _the Organization' s- Address Form 990 (2008)

BAA

TEEA0106

12/18/08

Form 990 (2008)

Donors

Ca p ital

Fund ,

Inc

54-1934032

Page 7

Part VII

Com pensation of Officers , Directors, Trustees , Key Employees , Highest Compensated Employees , and Independent Contractors

Section A. Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Use Schedule J-2 if additional space is needed.
List all of the organization' s current officers directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees Enter -d- in columns (D), (E), and (F) if no compensation was paid List the organization 's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) or more than $100,000 from the organization and any related organizations List all of the organization 's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order individual trustees or directors; institutional trustees; officers, key employees; highest compensated employees; and former such persons n Check this box if the organization did not compensate any officer, director, trustee, or key employee (A)
Name and Title

(B)
Average h ours per week X .. C:y s

(c)
Position (check all that apply) 2 > 7 2 , ti ? u ti

(D)
Reportable compensation from the org anization (W-211099-MISC)

(E)
Reportable compensation from related org anizations ( W - 2/10 9 9 - MISC )

(F)
Estimated amount of other compensation f rom th e organization and related organizations

a'

IT

Me V erson

President/BoD
Bruce-H -Jacobs ----------

3.00 3.00 20.00 3.00 3.00 3.00 3.00 3.00

X X X X X X X X X

X X X

0. 0. 0. 0.

0. 0. 154,623. 0. 0. 0. 0. 0. 0. 116,711.

0. 0. 15,000. 0. 0. 0. 0. 0. 0. 0.

Vice Pres./BoD
Whitney L Ball_ -------------

Sec./BoD
Christopher -DeMuth _ _ ----

Board Member Steven_Hayward__-_----__ Treas./BoD


Kris Alan Mauren --------------------

0. 0. 0. 0. 0.

Board Member
William H Mellor --- -----------------Board Member

Stephen Moore Board Member

John Von Kannon ---- ----------------3.00 Board Member Cliett Melissa - -------------------20.00 Asst. Treas.

0.

------------------------------------------------------------------------------------------------------------------------- - --- --- -- -- - -- -----BAA TEEAO107 04i24/o9 Form 990 (2008)

Form 990 (2008)'Donots Ca p ital Fund , Inc 54-1934032 Page 8 Part VII Section A. Officers. Directors . Trustees - Kev Emninveec . and Hiahest Compensated Emnlovees (cnnt )
(A) Name and Title
(B) (c) Average Position (check all that apply) ho urs per wee - a A CID 3 0 N o .3
CD M

(D) Reportable
compensation from the org anizat i on (W-211099 - MISC)

(E) Reportable
compensation from related org anizations (W -211099- MISC)

(F) Estimated
amount of other compensation from the organization and related organizations

g m

0 0

M n

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

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

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

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

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

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

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

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

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

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

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

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

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

1bTotal
2

0.

0.

271, 334.

15,000.

Total number of individuals (including those in 1a) who received more than $100,000 In reportable compensation from the organization Yes No X

3 4

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line l a? If 'Yes,' complete Schedule J for such individual For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for such individual

4 5

X X

Did any person listed on line la receive or accrue compensation from any unrelated organization for services rendered to the organization? If 'Yes,' complete Schedule J for such person Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of com pensation from the organization. 5 (A) Name and business address (B) Description Services of

(C) Compensation

2 BAA

Total number of independent contractors (including those in 1) who received more than $100,000 in compensation from the oraanlzatlon ^ 0 TEEA0108 10/13108 Form 990 (2008)

Form 990 Part VtI

)8)

Donors Capital

Fund,

Inc (A) Total (13) Related or exempt function revenue

4-1934032
(C) Unrelated business revenue

Page 9

Statement of Revenue
Revenue excluded from tax under sections 512, 513, or 514

4o yQ tZg i-M oVS W

1a b c d e

Federated campaigns Membership dues Fundraising events Related organizations Government grants (contributions)

1 1 1 1 1

a b c d e

0. 0. 0. 1 , 527 , 500. 0.

f All other contributions, gifts, grants, and

CO 1-

rX o Z= La
W :3

similar amounts not included above


g Noncash contribns included in Ins la-1f: h Total. Add lines la-1f

1 f 4 0, 12 2, 0 71.
$ 1,473,747. 41,649,571.
Business Code 1

W CU
W

2a -----------------b
C
d

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

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

Q
o

-----------------f All other program service revenue g Total . Add lines 2a-2f Investment income (including dividends, interest and

1011- -2 037, 162 .


01

3 4 5 6a b c d

other similar amounts)


Income from investment of tax-exempt bond proceeds Royalties
(i) Real (ii) Personal

0.

-183,045. -1,854,117.

Gross Rents Less rental expenses Rental income or (loss) Net rental income or (loss)
( i) Securities 28, 069, 237. (n) Other

7a Gross amount from sales of assets other than inventory

b Less cost or other basis and sales expenses c Gain or (loss)

30, 172, 054. -2,102,817.

d Net gain or (loss)


8a Gross income from fundraising events 0 . (not including $ of contributions reported on line lc) a See Part IV, line 18 b b Less direct expenses c Net income or (loss) from fundraising events 9a Gross income from gaming activities a See Part IV, line 19 b b Less direct expenses c Net income or (loss) from gaming activities 10a Gross sales of inventory, less returns a and allowances b sold b Less cost of goods sales of invento c Net income or (loss) from
Miscellaneous Revenue 11a Business Code

11 -2 , 102 , 817.

n_

n_

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

c -----------------d All other revenue e Total . Add lines 11a-11d 12


BAA

Total Revenue . Add lines 1 h, 2g, 3, 4, 5, 6d, 7d, 8c, 9c,

10c and 11e

37, 509, 592.


12/18/2008

0.1

TEEA0109

-183,045.1-3,956,934. Form 990 (2008)

Form 990 (2008)

Donors Capital

Fund,

Inc

54-1934032

Page 10

of Functional Ex
and 501(cx4) organizations must complete all columns. All other organizations must com plete column (A) but are not required to complete columns (B), (C), an d (D). Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part V///. 1 Grants and other assistance to governments and organizations in the U.S See Part IV, line 21 2 Grants and other assistance to individuals in the U.S See Part IV, line 22 3 Grants and other assistance to governments, organizations, and individuals outside the U S See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits Total expenses B Program) rogram service enses ex p Management and general expenses Fundraising expenses .

70 858,213.

70,858,213.

._,' ,Q '1^4,,i 0. 0. 0. 0.

.
0.

.
0.

.
0.

.
0.

0.
0.

0.
0.

0.
0.

0.
0.

10
11

Payroll taxes
Fees for services (non-employees)

0. 0.
144.

0. 0.
0.

0. 0.
144.

0. 0.
0.

a Management
b Legal

c Accounting
d Lobbying e Prof fundraising svcs See Part IV, In 17

10 , 800.
0. o.

0.
0.

10,800.
0.

0.
0. 0.

f Investment management fees


g Other 12 Advertising and promotion 13 Office expenses 14 Information technology 15 Royalties 16 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 24 Insurance Other expenses Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)

20, 585.

20, 585.

0.

0.

a . - -

e ;^ ^^

_ aTaxes & fili_ng _ fees bAdmin services ---------------------cRegistration fees Bank fees d ---------------------e Postage ________________
f All other expenses

109, 669. 552,242. 490. 660. 334. 71 553 137.

0. 0. 0. 0. 0. 70, 878, 798.

109, 669. 552,242. 490. 660. 334. 674, 339.

0. 0. 0. 0. 0. 0.

25 Total functional expenses . Add lines 1 through 24f


26 Joint Costs. Check here ^ if following SOP 98-2. Complete this line only if the organization reported in column (B) point costs from a combined educational campaign and fundraising solicitation

BAA

rorm 990 (200u)

TEEA0110

12/19/08

'

Form 990 (2008) Donors Ca p ital Fund, Part X Balance Sheet

Inc

54-1934032
(A) Beginning of year

Page11
(B) End of year

Cash - non-interest-bearing

2
3 4 5

Savings and temporary cash investments

58 537, 580.

2
3 4 5 4 6 7 8 9 41 10c

28, 641 298.

A s E s

Pledges and grants receivable, net Accounts receivable, net Receivables from current and former officers, directors, trustees, key employees, or other related parties. Complete Part II of Schedule L 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete Part II of Schedule L 7 Notes and loans receivable, net 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10a Land, buildings, and equipment: cost basis 10a b Less: accumulated depreciation Complete Part VI of Schedule D 10b

11
12 13 14

Investments - publicly-traded securities


Investments - other securities. See Part IV, line 11 Investments - program-related. See Part IV, line 11 Intangible assets

20 538 897. 11
12 13 14

14, 516, 679.

15 16
17 18 19 20 21 22

Other assets. See Part IV, line 11 Total assets Add lines 1 throug h 15 (must e q ual line 34)
Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond liabilities Escrow account liability. Complete Part IV of Schedule D Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule L Secured mortgages and notes payable to unrelated third parties Unsecured notes and loans payable Other liabilities Complete Part X of Schedule D Total liabilities. Add lines 17 through 25 X and complete lines Organizations that follow SFAS 117, check here ^ 27 through 29 and lines 33 and 34.

16 126, 604. 95 203, 081.


112, 857.

15 16
17 18 19 20 21

12, 448, 071. 55,606,048.


112, 000.

B L i E

,h,

z 22 23

23 24 25 26 N T

289, 166. 402,023. T

24 25 26

75,259. 187,259.

A
E R 6 N A A

27
28 29

Unrestricted net assets


Temporarily restricted net assets Permanently restricted net assets and complete Organizations that do not follow SFAS 117, check here ^ lines 30 through 34. Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, and equipment fund Retained earnings, endowment, accumulated income, or other funds

94, 801, 058. 27


28 29 R 30 31 32

55, 418, 789.

30 31 32

N E

33 34

Total net assets or fund balances. Total liabilities and net assets/fund balances.

94, 801, 058. 33 95, 203, 081. 34

55, 418, 789. 55,606,048.


No

Part XI
1

Financial Statements and Reporting

F] Other X1 Accrual F] Cash Accounting method used to prepare the Form 990 : 2a Were the organization ' s financial statements compiled or reviewed by an independent accountant? b Were the organization ' s financial statements audited by an independent accountant? c If 'Yes ' to 2a or 2b , does the organization have a committee that assumes responsibility for oversight of the audit, review , or compilation of its financial statements and selection of an independent accountant? 3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? udits7 If 'Yes.' did the organization underoo the BAA

TEEAot t 1

12/22/08

OMB No 1545-0047

SCHEDULE A
(Form 990 or 990-FZ)
Department Treasu ry Internal Reven eeServce
Name of the organization

Public Chari ty Status and Public Su pp ort ^v


To be completed by all section 501 (cX3) org anizations and section 4947(aXl)
nonexempt charitable trusts.

2008
Open to Public

^ Attach to Form 990 or Form 990- EZ. 0, See separate instructions .

Inspection
Employer identification number

Donors Ca p ital Fund , Inc 54-1934032 Partil Reason for Public Charity Status (All oraanizatlons must complete this part.) (see instructions)
The organization is not a private foundation because it is (Please check only one organization ) 1 A church, convention of churches or association of churches described in section 170(bX1XA)(i) 2 A school described in section 170(bX1XA)(i). (Attach Schedule E ) 3 A hospital or cooperative hospital service organization described in section 170(bX1XA)(iii). (Attach Schedule H ) 4 A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii) Enter the hospital's _______________________ name, city, and state d_______________________ 5 F] An organization operate for the benefit of a college or university owned or operated by a governmental unit described in section 170(bX1XA)(iv). (Complete Part II.) 6 8 A federal, state, or local government or governmental unit described in section 170(bX1XAXv) 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bX1XAXvi). (Complete Part II ) 8 u A community trust described in section 170 (bX1XAXvi). (Complete Part II ) 9 u An organization that normally receives: (1) more than 33-1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt 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(aX2). (Complete Part III ) 10 An organization organized and operated exclusively to test for public safety See section 509(aX4). (see instructions) 11 X An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)( 2) See section 509(aX3). Check the box that describes the type of supporting organization and complete lines 11 a through 11 h d u Type Ill- Other a Type I c u Type Ill - Functionally integrated b u Type II e u By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) u If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, I check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (1) a person who directly or indirectly controls, either alone or together with persons described in (ii) and (III) 11 g (i) below , the governing body of the supported organization? 11 ii) (i) a family member of a person described in (I) above? 11 g (iii) (iii) a 35% controlled entity of a person described in (I) or (ii) above ? h Provide the following information about the organizations the organization supports.
(i) Name of Supported Organization (ii) EIN (i)Type of organization (described on fines 1.9 above or IRC section (see instructions)) (iv) Is the organization in col listed in your () governing document (vi) Is the (v) Did you notify the organization in organization in col (I) organized in the col () of your support) U S 7 (vii) Amount of Support

Yes
See Grantee Schedule, Att

No

Yes

No

Yes

No
70, 868, 213

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

70, 868, 213.


Schedule A (Form 990 or 990-EZ) 2008

TEEA0401

12/17/08

Schedule A (Form 990 or 990-EZ) 2008 54-1934032 Donors Ca p ital Fund, Inc Part II Support Schedule for Organizations Described in Sections 170(bX1XAXiv) and 170(bX1XAXvi) (Complete only if you checked the box on line 5, 7, or 8 of Part I ) Section A. Public Support
Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions and membership fees received (Do not include 'unusual grants ') 2 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf 3 The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge 4 Total . Add lines 1-3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 from line 4 Section B. Total Support 6 Calendar year (or fiscal year beginning in) 7 8 Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources Net income form unrelated business activities, whether or not the business is regularly carried on Other income. Do not include gain or loss form the sale of capital assets (Explain in Part IV) Total support. Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions) (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008

Page 2

(f) Total

(f) Total

10

11 12 13

12

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f) Public support percentage for 2007 Schedule A, Part IV-A, line 26f ^ u ^ u

Section C. Computation of Public Support Percentage


14 15

16a 33- 1/3 support test - 2008 . If the organization did not check the box on line 13, and the line 14 is 33-1/3 % or more, check this box and stop here . The organization qualifies as a publicly supported organization. b 33-1/3 support test - 2007 . If the organization did not check a box on line 13, or 16a, and line 15 is 33-1/3% or more, check this box and stop here . The organization qualifies as a publicly supported organization 17a 10%-facts-and -circumstances test - 2008 . If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization

^ u

b 10%-facts-and -circumstances test - 2007 . If 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 IV how the ^ organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization ^ 18 Private foundation . If the oroanization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2008 BAA
TEEA0402 12/17/08

Schedule A (Form 990 or 990-EZ) 2008 Donors Ca p ital Fund, Inc Part III Support Schedule for Organizations Described in Section 509(aX2) (Complete only if you checked the box on line 9 of Part I ) Section A. Public Support
Calendar year (or fiscal yr beginning in) 1 Gifts, grants, contributions and membership fees received (Do not include 'unusual grants.') 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in a activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total . Add lines 1-5 7a Amounts included on lines 1, 2, 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1 % of the total of lines 9, 10c, 11, and 12 for the year or $5,000 c Add lines 7a and 7b 8 Public support (Subtract line 7c from line 6) (a) 2004 (b) 2005 (c) 2006 2007

54-1934032

Page 3

(e) 2008

Total

Section B. Total Support Calendar year (or fiscal yr beginning in) ^

(a) 2004

(b) 2005

(c) 2006

(d) 2007

(e) 2008

(f) Total

9 Amounts from line 6 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income form similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b 11 Net income from unrelated business activities not included inline 10b, whether or not the business is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 13 Total support. (add ins 9, ia, 11, and 12) 14 First five years . If the Form 990 is for the organization ' s first , second , third, fourth, or fifth tax year as a section 501(c)(3) organization , check this box and stop here

10.

Section C . Computation of Public Support Percentage

__

% 15 15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f)) 16 % 16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g S ection D. Computation of Investment Income Percentage % 17 17 Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) % 18 18 Investment income percentage from 2007 Schedule A, Part IV-A, line 27h 19a 33- 113 support tests - 2008. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is not ^ u more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization u b 33-113 support tests - 2007 . If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18 ^ is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization 20 Private foundation . If the organization did not check a box on line 14, 19a, or 19 b, check this box and BAA TEeao4o3 oi129io9 Schedule A (Form 990 or 990-EZ) 2008

Schedule A (Form 990 or 990-EZ) 2008 54-1934032 Donors Ca p ital Fund, Inc Page4 [ Part IV Supplemental Information . Complete this part to provide the explanation required by Part II, line 10;

Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. (see instructions)

BAA

TEEAoaoa

10/07/08

Schedule A (Form 990 or 990-EZ) 2008

(Form 990)

SCHEDULE D

OMB No 1545-0047

Supplemental Financial Statements


Attach to Form 990. To be completed by organizations that answered 'Yes,' to Form 990, Part IV, lines 6, 7, 8, 9, 10,11, or 12.

2008
Open to Public In spection Employer Identification number

Department of the Treasury Internal Revenue Service Name of the organization

Donors Ca p ital Fund , Inc 54-1934032 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if the organization answered 'Yes' to Form 990. Part IV. line 6.
(a) Donor advised funds 1 2 3 4 5 6 Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year 20. 41 , 649 , 571. 70 858 213. 55,161,415. XQ Yes No (b) Funds and other accounts

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization 's property , subject to the organization ' s exclusive legal control ? Did the organization inform all grantees , donors , and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor or other

im p ermissible p rivate beneflt7? F X] Part `ll Conservation Easements Complete if the organization answered 'Yes' to Form 990, Part IV, Iine 7.
1

No

a b c d 3 4 5 6 7 8 9

Purpose (s) of conservation easements held by the organization (check all that apply) Preservation of land for public use (e . g., recreation or pleasure) Preservation of an historically important land area Protection of natural habitat HPreservation of certified historic structure Preservation of open space Complete lines 2a - 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year 41a Total number of conservation easements 2a 2b Total acreage restricted by conservation easements 2c Number of conservation easements on a certified historic structure included in (a) 2d Number of conservation easements included in (c) acquired after 8/ 17/06 Number of conservation easements modified , transferred , released, extinguished , or terminated by the organization during the taxable year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring , inspection , violations, and enforcement of the conservation easement it holds? Staff or volunteer hours devoted to monitoring , inspecting , and enforcing easements during the year $ Amount of expenses incurred in monitoring , inspecting , and enforcing easements during the year ^ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and 170(h)(4)(B)(ii)' F1 Yes No

[] Yes

No

In Part XIV, 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.

.Part 11$ Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets Complete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1 a If the organization elected , as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition , education, or research in furtherance of public service , provide , in Part XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116, 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 the following amounts relating to these items $ (i) Revenues included in Form 990, Part VIII, line 1 $ included in Form 990, Part X (ii) Assets 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 relating to these items: $ a Revenues included in Form 990, Part VIII, line 1 in Form 990, Part X $ b Assets included BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2008

TEEA3301

12/23/08

Sche dule D (Form 990) 2008 Donors Capital Fund, Inc Page 2 54-1934032 Part 111 I Organizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued) Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition Loan or exchange programs d b Scholarly research Other e c 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 XIV 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar 3

Yes assets to be sold to raise funds rather than to be maintained as p art of the organization's collection? No IY Trust , Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Part Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? b If 'Yes,' explain the arrangement in Part XIV and complete the following table* c Beginning balance d Additions during the year e Distributions during the year f Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21 ? b If 'Yes,' explain the arrangement in Part XIV 1 1 1 1 C d e f Yes No 11 Yes Amount No

Part

Endowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line 10.
(al r rrent year (hl Prior year (cl Two years hack (d) Three years back (e) Four nears back

1 a Beginning of year balance b Contributions c Investment earnings or losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses g End of year balance 2

94,344 , 489. 41 649,571. -9 422,190. 70 , 858 213.

552,242. 55,161 415.

Provide the estimated percentage of the year end balance held as: 100.00 % a Board designated or quasi-endowment P,

b Permanent endowment ^ c Term endowment 1,

0.00 % 0.00%
Yes 3a(i) 3a(ii) 3b No X X

3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by, (i) unrelated organizations (ii) related organizations b If 'Yes ' to 3a(ii), are the related organizations listed as required on Schedule R' 4 Describe in Part XIV the intended uses of the organization ' s endowment funds
' o'iflull ` Inwactman + c-1 and Rnilrlinne anti Fniiinmpnt qpim Fnrm cign Part X Imp 10

Description of investment 1 a Land b Buildings c Leasehold improvements d Equipment

(a) Cost or other basis (investment)

(b) Cost or other basis (other)

(c) Depreciation

(d) Book Value

e Other
Total . Add lines la - le (Column (d) should equal Form 990, Part X, column (B), line 10(c)) BAA Schedule D (Form 990) 2008

TEEA3302

12/23/08

Schedule D (Form 990) 2008 Donors Ca p ital Fund , Inc ,Part V11 , I Investments - Other Securities See Form 990, Part X, Ilne 12 (a) Description of security or category (b) Book value (includin g name of security) Financial derivatives and other financial products Closely-held equity interests Other ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Total. (Column (b) should equal Form 990 Part X, col. (B) line 12)

54-1934032 (c) Method of valuation Cost or end -of-year market vale

e3

Investments - Pro g ram Related (See Form 990, Part X , line 1 (b) Book value (a) Description of investment type

(c) Method of valuation Cost or end-of-year market value

^ Total. Column b should equal Form 990, Part X, Col B line 13 _s _:LYW Athar Accatc (Cap Fnrm QQn Part X lino 19;) , (a) Description Investment in Caxton Select LLC

.^

:rb ^^

^r a

(b) Book value 11,669,383.

Investment in DCF LLC

778

688.

Total . Column (b) Total (should equal Form 990, Part X, col (8), line 15)

^ a mar 41, 75,259.

12,448,071. " 4P

Fart ) --:JJ Other Liabilities (See Form 990, Part X, Ilne 25)
(a) Descri ption of Liability Federal Income Taxes Amount due Donors Trust , Inc. (b) Amount

75,259.1 1 Total . Column (b) Total (should equal Form 990, PartX, col. (B) line 25) In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48. Schedule D (Form 990) 2008 303 10/29/08 BAA m

Schedule D (Form 990) 2008

Donors Ca p ital

Fund ,

Inc

54-1934032

Page 4

Part XL
1 2 3 4 5 6 7 8 10 1 2

Reconciliation of Chan g e in Net Assets from Form 990 to Financial Statements


37 , 509 , 592. 71 , 553,137. -34,043,545. -5 , 328,724.

Total revenue (Form 990, Part VIll,column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV) Excess or (deficit) for the y ear p er financial statements Combine lines 3 and 9

9 Total adjustments (net) Add lines 4-8

-5 , 328,724.
-39,372,269. 1 2a 2b 2c 2d -5,328,724. 32,180 , 868.

Part XII

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12 a Net unrealized gains on investments b Donated services and use of facilities c Recoveries of prior year grants d Other (Describe in Part XIV) e Add lines 2a through 2d 3 Subtract line 2e from line 1 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1a Investments expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV) c Add lines 4a and 4b 5 Total revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) 1 2 a b c d e 4 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25 Donated services and use of facilities Prior year adjustments Losses reported on Form 990, Part IX, line 25 Other (Describe in Part XIV) Add lines 2a through 2d

2e 3 4a 4b 4c 5 1 2a 2b 2c 2d

-5,328,724. 37, 509, 592.

37,509,592. 71,563,137.

Part XI11 I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

10,000. 2e 10,000.

3 Subtract line 2e from line 1


Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investments expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV) c Add lines 4a and 4b 5 Total ex p enses Add lines 3 and 4c (This should equal Form 990, Part I, line 18) 4a 4b

71,553 , 137.

4c 5

71,553,137.

Part XIVA SuDDlemental Information


Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X; Part XI, line 8, Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b

Pt-V Line- 4 _ _ _ _ _All quasi=endowment funds-are held as donor-advised funds ----------------------------------------------

BAA

TEEA33o4

1v23108

Schedule D (Form 990) 2008

Schedule D (Forrn 990) 2008 Donors Ca p ital Fund, Part XIV Supplemental Information (continued)

Inc

54-1934032

Page 5

---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Schedule D (Form 990) 2008

BAA

3o5

07i24io8

SCHEDULE I
(Form 990)

Grants and Other Assistance to Organizations, Governments and Individuals in the U.S.
^ Complete if the organization answered 'Yes,' on Form 990, Part IV, lines 21 or 22.
^ Attatch to Form 990.

OMB No

1s45-0047

2008
$Open to Public
InSOn Employer identification number

Department of the Treasury

Internal Revenue Service Name of the organization

Donors Capital Fund,


1 2

Inc

54-1934032

I Part I I General Information on Grants and Assistance


Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the or g anization's p rocedures for monitorin g the use of g rant funds in the United States. XD Yes No

Part 11 Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' on Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 Form 990) if addi tional space is needed
1 (a) Name and address of organization () or government (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance Method of valuation (book, FMV, a pp raisal, ( MV, other) (g) Description of non-cash assistance

W.Li

(h) Purpose of grant or assistance

See schedule, attached -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

--------------------------------------2 Enter total number of section 501 (c)(3) and government organizations 3 Enter total number of other organizations BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 .

TEEA3901

12/19/08

Schedule I (Form 990) 2008

Page 2 54-1934032 Donors Ca p ital Fund , Inc Schedule I (Form 990) 2008 Part IV, line 22. Grants and Other Assistance to Individuals in the United States . Complete if the organization answered 'Yes' on Form 990, Part 111

Use Schedule I-1 (Form 990) if additional space is needed.


(a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of non-cash assistance (e) Method of valuation (book, FMV, appraisal, other) (f) Description of non-cash assistance

Part IV

Supplemental Information . Complete this part to provide the information required in Part I, line 2, and any other additional information.
_ _ _ _The_ Organization requires_ each_grant recipient to sign a_ letter stating _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Pt I Line 2

All Pt -I Line- 2 _ _ _ _ -grants will not be used to_benefit_any disqualified person.- --- grants ---------------------------- Pt -I Line- 2 _ _ _ _ _ are_made _to U_S._ public charities.-The-Organization relies upon the -------------------------------------- states' rules and Pt _I Line 2 _ _ _ _ _ _ the_ oversig t provided-by_ United States - and-individual --------------------------------Pt -I Line- 2 _ _ _ _ -regulations applicable-to-such-charities --------------------------------------------------------------- -

BAA
TEEA3902 10/02/08

Schedule I (Form 990) 2008

SCHEDULEJ (Form 990)

Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Attach to Form 990. To be completed by organizations that answered 'Yes' to Form 990, Part IV, line 23.

OMB No 1545-0047

2008
Open to Public Inspection

Department of the Treasury Internal Revenue Service Name of the organization

Employer identification number

Donors

Capital

Fund,

Inc

54-1934032
Yes all, No

1 a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line la Complete Part III to provide any relevant information regarding these items First-class or charter travel Travel for companions Tax indemnification and gross - up payments Discretionary spending account Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e g , maid , chauffeur, chef)

b If line la is 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 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? Indicate which, if any, of the following organization uses to establish the compensation of the organization's CEO/Executive Director Check all that apply X X 4 Compensation committee Independent compensation consultant Form 990 of other organizations Written employment contract Compensation survey or study Approval by the board or compensation committee

1b 2

During the year, did any person listed in Form 990, Part VII, Section A, line 1a: a Receive a severance payment or change of control payment? b Participate in, or receive payment from, a supplemental nonquallfled retirement plan? c Participate in, or receive payment from, an equity-based compensation arrangement? If 'Yes' to any of 4a-c, list the persons and provide the applicable amounts for each item in Part III Only 501 (cX3) and 501(cX4) organizations must complete lines 5-8.

4a 4b 4c

X X X

For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation contingent on the revenues of. a The organization? b Any related organization? If 'Yes' to line 5a or 5b, describe in Part III For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization' b Any related organization? If 'Yes' to line 6a or 6b, describe in Part III. For person listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not described in lines 5 and 67 If 'Yes,' describe in Part III

5a 5b

X X

6a 6b

X X

8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial X 8 contract exception described in Regs. section 53 4958-4(a)(3)? If 'Yes,' describe in Part III Schedule J (Form 990) 2008 BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 .

TEEA4101

12/23/08

54-1934032 Donors Ca p ital Fund , Inc Schedule J (Form 990) 2008 additional space is needed. Part II Officers, Directors , Trustees , Key Employees , and Highest Compensated Employees . Use Schedule J-1 if

Page 2

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations described in the instructions on row (ii) Do not list any individuals that are not listed on Form 990, Part VII Note . The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990 , Part VII , line 1a (B) Breakdown of W-2 and /or 1099 - MISC compensation (iii) Other (ii) Bonus and incentive () Base compensation compensation compensation 0. ^) 00' (C) Deferred (D) Nontaxable (E) Total of columns

(A) Name

compensation

benefits
- 0. ----0'

(B)(i)-(D)

(F) Compensation reporte d in prior Form 990 or Form 990-EZ -------- 0-

0'

0'

hitne

L Ball

ti

0.

0.

15 , 000.

0.

169, 623.

0.

C)
ii

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

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

---------

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

C)
ii

(O
.i

(1) ---------- ----------- ---------- - ---------- - - ---------- - - ---------- - - -------------- ---------- ---------(i) ---------- ----------- ---------- ---------c> ---------- ----------- ---------- ---------ti r) ---------- ----------- ---------- ---------(i) L (i> (i) (i)

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

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

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

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

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

c> r)
ii (i) ii
ii (i) it BAA

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

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

(1) ---------- ----------- ---------- ---------- ---------- ------------------ ----------- ---------TEEA4102 oan1io8

Schedule J (Form 990) 2008

Donors Ca p ital Fund, Schedule J (Form 990) 2008 Supplemental Information Part III

Inc

54-1934032

Page 3

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

BAA
TEEA4103 06/30/08

Schedule J (Form 990) 2008

SCHEDULE M (Form 990)


Department of the Treasury Internal Revenue Service Name of the organization

Non-Cash Contributions
To be completed by organizations that answered 'Yes' on Form 990, Part IV, lines 29 or 30. Attach to Form 990.

OMB No 1545-0047

2008
Open to Public
Inspection
Employer identification number

Donors Ca p ital Fund, Inc Part It I Tvoes of Prooertv


(a) Check if applicable (b) Number of Contributions

54-1934032
(c) Revenues reported on Form 990, Part VIII, line 1g (d) Method of determining revenues

Art-Works of art Art-Historical treasures Art-Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes 8 Intellectual property 9 Securities-Publicly traded 10 Securities-Closely held stock 11 Securities-Partnership, LLC, or trust interests 12 Securities-Miscellaneous 13 Qualified conservation contribution (historic structures) 14 Qualified conservation contribution (other) 15 Real estate-Residential 16 Real estate-Commercial 17 Real estate-Other 18 Collectibles 19 Food inventory 20 Drugs and medical supplies 21 Taxidermy 22 Historical artifacts 23 Scientific specimens 24 25 26 27 28 29 Archeological artifacts ) Other ^ ( Other ^ ( ---------------) ---------------) Other ^ ( Other ^ ( ---------------)

1 2 3 4 5 6 7

1, 058, 507

Fair market value on date recei

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

29 Yes No

30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? b If 'Yes , ' describe the arrangement in Part II 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions' 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If 'Yes,' describe in Part II. 33

30a 31 32a

X X X

If the organization did not report revenues in column (c) for a type of property for which column (a) is checked, describe in Part II Schedule M (Form 990) 2008 BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

TEEA4601

12/18/08

Schedule M (Forrn 990) 2008 Donors Ca p ital Fund, Inc 54-1934032 Page 2 Part II Supplemental Information . Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional information.

BAA

TEEA4602

07/14/08

Schedule M (Form 990) 2008

SCHEDULE 0
(Form 990)

Supplemental Information to Form 990


Attach to Form 990 . To be completed by organizations to p rovide additional information for responses to specific questions for the Form 990 or to provide any additional information.

OMB No 1545-0047

2 008
Open to Public Inspection
Employer identification number Frnnr9 _ Tnr 54-1934032 rani to 1

Department of the Treasury Internal Revenue Service Name of the organization Donors

Pt _VI=A,
Pt -VI-B,
Pt VI= B, - --

Line 10 _The return is-reviewed-by the organization's-audit committee


Line Line 15 -The orctanization pays_no compensation -----------------------------12C The organization requires all officers , directors, and key employees to comply with our Conflict of Interest -----------------------------------

Pt VI_ B, -- - -

Line 12c Eo1icy. These individuals are prohibited from having business dealings with companies affiliated ---------- -------------

Pt ---- Line 12C with, or act as major customers or suppliers of, the organization. Transactions with officials of -- -VI-B, ---- --------------------- - -----------------------------Pt VI_ B,

Line

12C the organization are adecuately controlled and disclosed in the records, and such transactions occur

Pt B, Line 12c only in the normal course of business and are approved by the Board of Directors. ---------------- -VI_ - ---- -----------------------------

Pt Line 19-Not-publicly available. --------------------------------------------- -VI-C, ---- ----

BAA For Privacy Act and paperwork Reduction Act Notice , see the instructions for Form 990 .

TEEA4901

12/19/08

Schedule 0 (Form 990) 2008

OMB No 1545-0047

SCHEDULE R
(Form 990)
Department of the Treasury Internal Revenue Service Name of the organization

Related Organizations and Unrelated Partnerships


^ Attach to Form 990. To be completed by organizations that answered 'Yes' to Form 990, Part IV, lines 33,34, 35, 36, or 37. ^ See separate instructions.

2008
Open to Public Inspection
Employer identification number

Donors Capital Fund, Part 1

Inc

54-19 34032

Identification of Disregarded Entities


Name, address, and (A) IN of disregarded entity (B) Primary activity (0) Legal domicile (state or foreign country) (D) Total income (E) End-of-year assets (F) Direct controlling entity

DCF LLC N/A____ Hold raw Land PO Box 1305 , Alexandria 22313

MD

564.

801 240. N/A

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

Part II Identification of Related Tax-Exempt Organizations


(A) Name, address, and EIN of related organization (B) Primary activity (C) Legal domicile (state or foreign country) (D) Exempt Code section (E) Public charity status (if section 501 (c)(3)) (F) Direct controlling entity

Donors Trust, Inc. 52-2166327 _ _ _ _ _ _ _ _ - - - Grant making --------------109 North Henr y Street , Alexandria VA 22314 or g anization ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 .

MD

501 (c) (3)

N/A

TEEA5001

12/23/08

Schedule R (Form 99U) (zUUtt)

Schedule R (Form 990) 2008

Donors Capital

Fund,

Inc

54-1934032

Page 2

Part Ill

Identification of Related Organizations Taxable as a Partnership


(B) Primary Activity (C) Legal domicile (state or forei g n country) (D) Direct controlling entity (E) Predominant income (related, investment, unrelated) (F) Share of total income (G) Share of end-of-year assets (H) Disproportionate allocations' Yes No (t) Code V-UBI amount in Box 20 of Schedule K-1 (Form 1065) (J) General or managing partner? Yes No

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

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

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

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

PartIV

Identification of Related Organizations Taxable as a Corporation or Trust


(B) Primary Activity (F) (E) (D) (C) Type of entity Share of total income Direct Legal domicile (state or foreign controlling entity (C corp, S corp, or trust) country) (G) Share of end-of-year assets (H) Percentage ownership

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

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

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

---------------------------------------------------------------------------------------BAA TEEA5002 12/23/08 Schedule R (Form 990) (2008)

Schedule R (Form 990) 2008

Donors

Capital

Fund,

Inc

54-1934032

Page 3

Part V Transactions With Related Organizations


Note Complete line 1 if any entity is listed in Parts II, III, or IV 1 During the tax year did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV: a Receipt of () interest (h) annuities (iii) royalties (iv) rent from a controlled entity b Gift, grant, or capital contribution to other organization(s) Yes 1a . . 1 b X No X

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


d Loans or loan guarantees to or for other organization(s) e Loans or loan guarantees by other organization(s) f Sale of assets to other organization(s) . . g Purchase of assets from other organization(s) h Exchange of assets i Lease of facilities, equipment, or other assets to other organization(s)

..
. .. . .. . .

1c
1d 1e 1f 1 1h 1i 1 .. 1k 11 . . 1m 1n 10 1

X
X X X X X X X X X X X X

j Lease of facilities, equipment, or other assets from other organization(s) k Performance of services or membership or fundraising solicitations for other organization(s) I Performance of services or membership or fundraising solicitations by other organization(s) m Sharing of facilities, equipment, mailing lists, or other assets n Sharing of paid employees o Reimbursement paid to other organization for expenses p Reimbursement paid by other organization for expenses q Other transfer of cash or property to other organization(s) r Other transfer of cash or property from other organization(s)
9 If FF ... ..... I.. gyn ., n4 +k ^hnn ,e wee cnn +hc

.. . .. .

1r I hne induriinn revered relatinnshins and transaction thresholds. (B) Transaction type (a-r)

^ne+rnrfinnc fnr ^nfnrmafinn nn whn mnct rmm^late Chic

(A) Name of other organization

(C) Amount involved

(1 ) Donors Trust ,
Donors Trust ,

Inc.
Inc.

b
C

1 , 527 , 500.
134,834.

(3) Donors Trust, (4) Donors Trust ,


(5) (6) BAA

Inc. Inc.

1 M

552 242. 0.

The,a5003

07/02/08

Schedule R (Form 990) (2008)

Schedule R (Form 990) 2008 Part VI

Donors Capital Fund,

Inc

5 4-1934032

Page 4

Unrelated Organizations Taxable as a Partnership

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total asset or gross revenue) that was not a related nrnnnvatInn See Instructions reaardina exclusion for certain investment oartnershiDs

(A) Name, address, and EIN of entity

(B) Primary activity

(C) Legal Domicile (State or Foreign Country)

(D) Are all partners section 501(c)(3) orgamzations2 Yes No

(E) Share of end-of-year assets

(G) (F) Dispropor- Code V-UBI amount in Box 20 of tionate Schedule K-1 allocations? Form (1065) Yes No

(H) General or managing partner? Yes No

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------BAA TEEA5004 01/21/09 Schedule R (Form 990) (2008)

Donors C51pital , Inc.

Form 990 - 2008 Grants Sch A Part I - Line 1.h


(ii) EIN 23-7135837 38-2926822 63-0809568 26-3047816 52-1294680 52-1870003 13-2911127 41-2093676 53-0218495 06-1634525 26-1501154 52-1762320 52-2020468 52-1527294 36-3906065 06-1008595 22-3947727 52-1928321 94-2763845 04-2133255 20-5106946 23-7446558 48-0891418 11-3691843 04-2103545 95-4278723 05-0258809 22-1576300 31-1278593 13-1623921 95-6006173 52-1289734 93-1045925 23-7432162 20-3676886 52-1847187 20-8091013 52-0945376 52-1600481 20-0495478 86-0902777 20-4036946 36-3611426 59-3658167 25-1725738 91-1574847 13-4002189 54-0701501 13-4070270 54-1626748 54-1672138 95-3443202 95-1664101 20-5845679 52-1462893 (iii) Type 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 2 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 7 7 7 2 7 7 (iv) Listed No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No (v) Notification Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

EIN : 52-1934032

(I) Name Accuracy in Media Acton Institute Alabama Policy Institute Alliance for Neighbors, Inc American Conservative Union Foundation American Council of Trustees and Alumni American Council on Science & Health American Dream Coalition American Enterprise Institute American Islamic Congress American Majority American Values Americans for Lmt'd Gvrmmnt Research Fnd Americans for Prosperity Foundation Americans United For Life AmenCares Foundation America's Future Foundation America's Future Foundation Atlas Economic Research Foundation Beacon Hill Institute for Public Policy R Beloved Heart Ministries Beta Center, Inc Bill of Rights Institute Bluegrass Inst for Pub Policy Solutions Boston College - Political Science Dept Brotherhood Organization of a New Destiny Brown University - Political Theory Probe BSA - Mt. Baker Council Buckeye Institute for Public Policy Solut Camp Fire USA - Cntrl Puget Sound Campus Crusade for Christ Capital Research Center Cascade Policy Institute Cato Institute Center for Competitive Politics Center for Education Reform Center for Excellence in Higher Education Center for Independent Thought Center for Individual Rights Center for Islamic Pluralism Center for the Study of Carbon Dioxide & Center for Union Facts Center of the American Experiment Central Florida Ballet CERGE-El Foundation Charters Foundation Children's Scholarship Fund Christopher Newport University Citizens in Charge Foundation Citizens United Foundation Clare Boothe Luce Policy Institute Claremont Institute Claremont McKenna College Clarion Fund Committee for a Constructive Tomorrow

(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

(vii) Amount $ 2,000 678,712 315,000 4,740 1,500 400,000 45,000 75,000 2,273,267 25,000 440,000 255,000 790,000 155,000 500,000 1,000 10,000 58,000 164,000 58,000 3,100 5,000 6,000 220,000 50,000 5,000 65,000 2,000 426,000 3,000 10,000 5,000 275,600 276,014 832,000 1,000 50,000 100,000 11,500 120,000 129,400 1,500 30,000 200,000 400,000 2,500 100,000 75,000 200,000 200,000 2,000 41,548 30,000 17,778,600 210,000

Sch A Part I - Line 1.h Page 1 of 4

Donors Capital, Inc.

Form 990 - 2008 Grants Sch A Part I - Line l.h


( ii) EIN 23-2473845 52-1351785 52-1787869 36-2167815 20-4413244 61-0470593 75-2089223 75-0705442 95-4194642 52-2166327 56-0532129 23-7442269 75-1407723 58-0566256 22-3092292 52-1162185 94-3136961 52-2197517 36-3235550 04-3467254 39-1962608 23-7047821 20-2927044 26-0309471 52-1257688 13-6006960 26-4505542 22-3551013 51-0183347 33-0628775 91-1540426 81-0634209 74-3160646 36-4592698 52-1526916 13-3129249 13-6223604 53-0196603 58-1943161 54-1603842 56-0538016 86-0597661 13-2965038 75-2507591 99-0354937 31-1634551 95-4406881 06-0950851 53-0199180 36-3309812 23-7327730 20-0644472 38-1374230 94-1156365 13-1945157 (iii) Type 7 7 7 7 7 2 7 7 7 7 2 7 7 2 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 7 7 7 7 7 7 7 7 7 2 7 7 7 2 2 7 (iv) Listed No No No No No No No No No Yes No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No (v) Notification Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

EIN: 52-1934032

(i) Name Commonwealth Fnd for Public Policy Altern Competitive Enterprise Institute Concord Coalition Congregation Shaare Tikvah-B'nai Zion CUFI Church Association Cumberland College Dallas Center for the Performing Arts Fou Dallas Symphony Orchestra David Horowitz Freedom Center Donors Trust Duke University Educational Foundation for Highland Park Educational Research Analysts Emory University Ethan Allen Institute Ethics & Public Policy Center Evergreen Freedom Foundation Faith & Reason Institute Federalist Society for Law & Public Polic FIRE First Freedoms Foundation, Inc Flint Hills Center for Public Policy Florida Family Resource Center, Inc. ForSight Foundation Foundation Endowment Foundation for Economic Education Foundation for Individual Rights in Ed Foundation for Jewish Camping, Inc Foundation for Teaching Economics Franciscan Foundation for the Holy Land Fred Hutchinson Cancer Research Center Free Enterprise Education Institute, Inc Free State Foundation Freedom Foundation of MN Freedom Works Foundation Frnds of Israel Cntr for Soc & Econ Prog Fund for American Studies Georgetown University Georgia Public Policy Foundation GMU Foundation (Law & Econ Center) God's World Publications, Inc Goldwater Institute Good News Outreach Good News World Outreach Church Grassroot Institute of Hawaii Great Plains Public Policy Institute Greater Educational Opportunities Fnd Greenwich Land Trust Harvard University Heartland Institute Heritage Foundation Highland Park High School Choir Booster C Hillsdale College Hoover Institution-Stanford University Hudson Institute

(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

(vii) Amount 197,800 36,308 1,000 100,000 207,000 25,000 500,000 50,000 5,000 1,527,500 50,000 10,000 2,500 100,000 135,000 130,000 557,912 5,000 1,500,000 80,000 25,000 83,000 5,000 5,000 2,000 100,000 350,000 10,000,000 5,000 10,000 3,000 75,000 50,000 100,000 5,000 155,000 57,250 50,000 125,000 660,000 30,000 360,000 75,000 300 220,000 50,000 1,000,000 1,000 50,000 4,610,000 15,000 10,000 5,000 1,000 2,000,000

Sch A Part I - Line 1.h Page 2 of 4

Donors Capital, Inc.

Form 990 - 2008 Grants Sch A Part I - Line 1.h


(ii) EIN 20-2669700 41-2057028 36-3955081 84-0990300 94-1623852 52-1744337 52-1265221 23-6050131 13-4331855 59-2811908 56-1656943 22-3235650 43-1815310 20-4846463 51-0203802 51-0235174 59-2933541 25-1704705 72-6020969 38-2701547 22-3888250 13-2912529 52-2199055 54-1429009 13-1924236 54-1436224 26-0877115 38-2015695 23-7749796 52-2068483 75-2828138 64-0797905 04-2103594 20-2591461 84-0736725 20-3237801 54-0564701 59-3278168 59-1588825 75-1804932 52-1226614 52-1750188 51-0208455 52-1122883 47-0624971 88-0276314 62-1570449 20-8862761 38-1624684 26-1277941 26-0731822 73-1436375 35-2176192 13-3600728 20-8133881 (iii) Type 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 7 7 7 7 7 7 7 2 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 7 7 7 7 7 (iv) Listed No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No (v) Notification Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

EIN: 52-1934032

(i) Name Human Rights Foundation Illinois Policy Institute Illinois Taxpayer Education Foundation Independence Institute Institute for Humane Studies Institute for Justice Institute on Religion & Democracy Intercollegiate Studies Institute Investigative Project on Terrorism James Madison Institute for Public Policy John Locke Foundation Josiah Bartlett Center for Public Policy Kanakuk Ministries Kids Empowered by Your Support, Inc. Landmark Legal Foundation Leadership Institute Life for Kids Lincoln Inst of Public Opinion Research Louisiana State University Mackinac Center for Public Policy Maine Heritage Policy Center Manhattan Institute For Policy Research Maryland Public Policy Institute Media Research Center Memorial Sloan-Kettering Cancer Center Mercatus Center, GMU Michigan School Board Leaders Forum Michigan State University Middle East Forum Middle East Media and Research Institute Midland Young Life Building Foundation Mississippi Center for Public Policy MIT Chemical Engineering Department Montana Policy Institute Mountain States Legal Foundation Moving Picture Institute Mt Vernon Ladies Association of the Unio Music Mission Kiev Nat Right to Work Legal Def & Edu Fdn National Center for Policy Analysis National Center for Public Policy Researc National Legal & Policy Center National Tax Limitation Foundation National Taxpayers Union Foundation NCHS Alumni Association Nevada Policy Research Institute NFIB Legal Foundation North Dakota Policy Council Northwood University NRA FAF Ocean State Policy Research Institute Oklahoma Council of Public Affairs One Nation Under God Foundation Operation Exodus Inner City Oregon Better Government Project

(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

(vii) Amount 85,000 425,000 77,000 285,000 747,586 221,500 420,000 1,000 150,000 136,500 125,000 115,000 43,500 2,500 5,000 15,000 5,000 15,000 50,000 290,000 573,100 153,295 135,000 40,000 3,000 156,000 38,500 50,000 750,000 300,000 5,000 180,000 20,000 220,000 6,500 30,000 5,000 5,000 30,000 50,000 4,000 7,000 250,000 500 2,500 339,000 20,000 100,500 10,000 300,000 26,717 170,000 35,000 5,000 195,000

Sch A Part I - Line 1.h Page 3 of 4

Donors Capital, Inc.

Form 990 - 2008 Grants Sch A Part I - Line 1.h


( ii) EIN 94-2197343 94-2528433 52-1455677 54-2024931 22-3786806 13-2943020 22-2632081 20-8809060 51-0558527 20-3558542 42-1347192 20-5955827 58-1442675 85-0468446 30-0062891 59-1051408 52-1930894 20-3128872 04-2178891 20-5792227 57-0835744 74-2209420 20-1957878 75-2147444 13-3661416 59-3355985 93-0429016 57-0952531 82-0472269 65-0348492 05-0611977 87-0531727 20-1808567 74-2524057 51-0280185 36-2177139 35-0868188 74-6000203 54-1682176 23-1352688 54-1870848 11-3729455 52-1071570 91-1752769 75-2576975 06-0646973 52-1358144 23-7042029 84-0385934 (iii) Type 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 7 7 7 7 7 7 7 7 2 7 7 7 7 7 7 7 7 2 2 2 5 2 7 7 7 7 2 2 7 7 7 (iv) Listed No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No TOTAL SUPPORT (v) Notification Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

EIN: 52-1934032

(i) Name Pacific Legal Foundation Pacific Research Inst for Public Policy Palmer R Chitester Fund Parents in Charge Foundation Partners Relief and Development Philanthropy Roundtable Pioneer Inst for Public Policy Research Platte Institute for Economic Research Polwarth Ministries Prometheus Institute Public Interest Institute Public Policy Foundation of West Virginia Public Service Research Foundation Rio Grande Foundation Rock the Desert Ministries , Inc Russell Home for Atypical Children Russian-American Christian University S.C. for Responsible Government Fndtn Saint Anthony's Sam Adams Alliance SC Policy Council Education Foundation Security Research Associates, Inc Show Me Institute Sky Ranch Foundation Smile Train, Inc St Jude Maronite Catholic Church of Orla St Matthew School State Policy Network Stewards of the Range, Inc Student Government Affairs Program StudentNewsDaily.com Sutherland Institute Tennessee Center for Policy Research Texas Public Policy Foundation Thomas Jefferson Institute University of Chicago University of Notre Dame University of Texas - Austin University of Virginia Foundation Villanova University Virginia Institute for Public Policy Vision360 Washington Legal Foundation Washington Policy Center West Dallas Community School Yale University Yankee Institute Young America's Foundation Young Life

(vi) US? Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

(vii) Amount 1,500 115,001 355,500 250,000 51,000 300,000 110,000 138,221 5,000 33,000 88,459 181,000 3,000 130,000 5,000 10,000 100,000 50,000 25,000 3,579,000 318,700 148,892 182,941 10,000 5,000 4,500 5,000 1,488,750 2,000 7,500 20,000 145,000 260,000 400,000 50,000 100,000 75,000 100,000 100,000 50,000 144,000 50,000 7,000 105,000 10,000 50,000 259,000 165,500 3,000 $ 70,858,213

Sch A Part I - Line 1.h Page 4 of 4

Donors Capital Fund, Inc.

Form 990 - 2008 Grants Sch I Part II - Line I


Address 88 Hamilton Avenue Stamford CT 06902 (b) EIN 06-1008595 (c) IRC 501(c)(3) $ (d) Cash 1,000 (a) Non-cash $ For general operations

EIN: 52 -1934032

(a) Grantee AmenCares Foundation

(h) Purpose

Foundation for Individual Rights in Ed


Good News World Outreach Church

601 Walnut Street. Suite 510


PO Box 895

Philadelphia
Fort Worth

PA
TX

19106
76101

04-3467254
75-2507591

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

350,000
75,000

For general operations


For WRNO Worldwide

S C for Responsible Government Fnd


Sam Adams Alliance

3020 Devine Street


20 North Wacker Drive, Suite 3330

Columbia
Chicago

SC
IL

29205
60806

20-3128872
20-5792227

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

50,000
150,000

For the transparency fund


For general operations

Sam Adams Alliance


Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance

20 North Wacker Drive, Suite 3330


20 North Wacker Drive, Suite 3330 20 North Wacker Drive. Suite 3330 20 North Wacker Drive, Suite 3330

Chicago
Chicago Chicago Chicago

IL
IL IL IL

60606
60606 60606 60606

20-5792227
20-5792227 20-5792227 20-5792227

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

150,000
75.000 250,000 39,000

For general operations


To support the transparency project For the transparency fund For the transparency project

Sam Adams Alliance


Sam Adams Alliance

20 North Wacker Drive, Suite 3330


20 North Wacker Drive, Suite 3330

Chicago
Chicago

IL
IL

60606
60606

20-5792227
20-5792227

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

150,000
200,000

For general operations


For general operations

Sam Adams Alliance


Accuracy in Media

20 North Wacker Drive, Suite 3330


4455 Connecticut Avenue NW, Suite 330

Chicago
Washington

IL
DC

60606
20008

20-5792227
23-7135837

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

300,000
2,000

For general operations


For general operations

Acton Institute Acton Institute


Acton Institute Alabama Policy Institute

161 Ottawa NW, Suite 301 161 Ottawa NW, Suite 301
161 Ottawa NW, Suite 301 402 Office Park Drive, Suite 300

Grand Rapids Grand Rapids


Grand Rapids Birmingham

MI MI
MI AL

49503 49503
49503 35223

38-2926822 38-2926822
38-2926822 63-0809568

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

160,000 260.000
258,712 100,000

For stewardship mailing #1 For stewardship Mailing #2


For general operations For the transparency projects

Alabama Policy Institute


Alabama Policy Institute Alabama Policy Institute Alliance for Neighbors, Inc American Conservative Union Foundation American Council of Trustees and Alumni American Council of Trustees and Alumni American Council on Science & Health American Dream Coalition American Enterprise Institute American Enterprise Institute American Enterprise Institute American Islamic Congress American Majority American Majority Amencen Majority American Majority American Values Americans for Lmt'd Gvmmnt Research Fnd Americans for Lmt'd Gvmmnt Research Fnd Americans for Lmt'd Gvmmnt Research Fnd Americans for Prosperity Foundation Americans for Prosperity Foundation Americans for Prosperity Foundation Americans for Prosperity Foundation Americans United For Life America's Future Foundation America's Majonty Foundation Atlas Economic Research Foundation Atlas Economic Research Foundation Atlas Economic Research Foundation Atlas Economic Research Foundation Atlas Economic Research Foundation Beacon Hill Institute for Public Policy R Beacon Hill Institute for Public Policy R Beloved Heart Ministries Beta Center. Inc Bill of Rights Institute Bill of Rights Institute Bluegrass Inst for Pub Policy Solutions Bluegrass Institute for Pub Pol Solutions Bluegrass Institute for Public Policy Sol Boston College - Political Science Dept Brotherhood Organization of a New Destiny Brown University - Political Theory Prole

402 Office Park Drive, Suite 300


402 Office Park Drive, Suite 300 402 Office Park Drive, Suite 300 PO Box 160096 1007 Cameron Street 1726 M Street NW. Suite 802 1726 M Street NW, Suite 802 1995 Broadway, 2nd Floor 3711 NW 59th Place 1150 Seventeenth Street, NW 1150 Seventeenth Street, NW 1150 Seventeenth Street, NW 1718 M Street, NW, Suite 243 117 North 21st Street, Suite 4 117 North 21st Street, Suite 4 117 North 21st Street, Suite 4 117 North 21st Street, Suite 4 2800 Shtrhngton Road. Suite 950 990 Main Street, Suite 303 990 Main Street. Suite 303 990 Main Street, Suite 303 1728 M Street, NW 10th Floor 1728 M Street, NW 10th Floor 1728 M Street, NW 10th Floor 1726 M Street, NW 10th Floor 310 South Peons Street, #300 1899 L Street NW 12th Floor 8640 Travis Street 1201 L Street. NW 1201 L Street, NW 1201 L Street, NW 1201 L Street, NW 1201 L Street, NW Suffolk University, 8 Ashburton Place Suffolk University, 8 Ashburton Place P O Box 50421 4680 Lake Underhill Road 200 N Glebe Road, Suite 200 200 N Glebe Road, Suite 200 PO Box 51147 PO Box 51147 PO Box 51147 517 McGumn Hall PO Box 35090 PO Box 1844

Birmingham
Birmingham Birmingham Altamonte Springs Alexandra Washington Washington New York Gainesville Washington Washington Washington Washington Purcellvdle Purceltvdle Purcellville Purcellville Arlington Fairfax Fairfax Fairfax Washington Washington Washington Washington Chicago Washington Overland Park Washington Washington Washington Washington Washington Boston Boston Midland Orlando Arlington Arlington Bowling Green Bowling Green Bowling Green Chestnut Hill Los Angeles Providence

AL
AL AL FL VA DC DC NY FL DC DC DC DC VA VA VA VA VA VA VA VA DC DC DC DC IL DC KS DC DC DC DC DC MA MA TX FL VA VA KY KY KY MA CA RI

35223
35223 35223

83-0809568
83-0809568 63-0809568

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

40.000
100,000 75,000 4.740 1,500 100,000 300,000 45,000 75,000 2,000.000 2,000 271,267 25,000 110,000 110,000 110,000 110,000 255,000 300,000 300,000 190,000 25,000 100,000 5,000 25,000 500,000 58,000 10,000 100,000 2,000 10,000 50,000 2,000 48,000 10,000 3,100 5,000 1,000 5,000 100,000 100,000 20,000 50,000 5,000 65,000

For the Sound Science Caucus


For the organization's media project To supplement the media project For the emergency fund For general operations

32716-0 26-3047818 22314 20036 20036 52-1294680 52-1870003 52-1870003

For Trustee Project - Phase II For the trustee project For the Meno project For the organization's capacity-building activities to support the Nat'l Research Initiative For general operations

10023-5 13-2911127 32653 20036 20036 20038 20036 20132 20132 20132 20132 22206 22031 22031 22031 20038 20036 20036 20036 60607 20036 66212 20005 20005 20005 20005 20005 41-2093676 53-0218495 53-0218495 53-0218495 06-1634525 26-1501154 26-1501154 28-1501154 26-1501154 52-1762320 52-2020468 52-2020468 52.2020468 52-1527294 52-1527294 52-1527294 52-1527294 36-3906065 52-1928321 22-3947727 94-2763845 94-2763845 94-2763845 94-2783845 94-2763845

For general operations For general operations For general operations For general operations For general operations For general operations For the information distribution project For final tranche of Special Project For general operations For Special Project For the Wisconsin chapter's general operations To support the establishment of new chapters in the states For general operations For citizen education efforts in Wisconsin For general operations For Phase Two of the organization's AFF on the Road Project For general operations For movie - CEC For general operations For the benefit of the Adam Smith world monument For the benefit of Francisco Marroquin University For the Inshtuto de Libertad y Desarrollo For the peer review of the EPA's methods For a cost-benefit analysis of the Western Climate Initiative For mission trip to Ukraine For general operations For general operations For general operations To fund the transparency project For online media projects To launch the organization's constitutional litigation center For participation in the JMC National Visiting Professorship Initiative For general operations To establish the JMC Post-Doctoral Fetlowhip

02108-2 04-2133255 02108.2 04-2133255 79710-0 20-5106946 32807-1 23-7446558 22203 22203 42102 42102 42102 02943 90035 02912 48-0891418 48-0891418 11-3691843 11-3691843 11-3691843 04-2103545 95-4278723 05-0258809

Schedule I Part II Line 1 Pagel of 8

Donors Capital Fund , Inc.


Address 3313 Mardian 88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120 Bellinghan Columbus Columbus

Form 990 - 2008 Grants Sch I Part II - Line 1


(b) EIN WA OH OH 98225 22-1576300 (c) IRC 501(c)(3) 501(c)(3) 501(c)(3) (d) Cash 2,000 30,000 100,000 (e) Non-cash Please truncate $500 00 to Unit 4082 For the collective bargaining transparency For the transparency fund

EIN: 52 - 1934032

(a) Grantee BSA - Mt Baker Council Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut

(h) Purpose

43215-3 31-1278593 43215-3 31-1278593

Buckeye Institute for Public Policy Solut


Buckeye Institute for Public Policy Solut

88 East Broad Street, Suite 1120


88 East Broad Street, Suite 1120

Columbus
Columbus

OH
OH

43215-3 31-1278593
43215-3 31-1278593

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

60,000
50,000

To support a litigation center


For the organization's journalism project

Buckeye Institute for Public Policy Solut


Buckeye Institute for Public Policy Solut

88 East Broad Street, Suite 1120


88 East Broad Street, Suite 1120

Columbus
Columbus

OH
OH

43215-3 31-1278593
43215-3 31.1278593

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

6,000
100,000

For professional development (Scottsdale Conference)


For capacity expansion

Buckeye Institute for Public Policy Solut Buckeye Institute for Public Policy Solut
Camp Fire USA - Cntrl Puget Sound Campus Crusade for Chnst

88 East Broad Street, Suite 1120 88 East Broad Street, Suite 1120
8511 15 Avenue. NE 100 Lake Hart Drive, Dept 2400

Columbus Columbus
Seattle Orlando

OH OH
WA FL

43215.3 31.1278593 43215.3 31-1278593


98115 32832 13-1623921 95-6006173

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

50,000 30,000
3,000 10,000

For the organization's journalism project For matching funds for the organization's constitutional litigation center
For the Camp Sealth Campership program and the upkee For the "Jesus" film workers and special needs fund appeal #2592287

Capital Research Center Capital Research Center


Cascade Policy Institute

1513 18th Street, NW 1513 16th Street, NW


4850 SW Scholls Ferry Road, Ste 103

Washington Washington
Portland

DC DC
OR

20036-1 52-1289734 20036-1 52-1289734


97225 93-1045925

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

2,500 2,500
90,000

For general operations For general operations


For transparency projects

Cascade Policy Institute Cascade Policy Institute


Cascade Policy Institute Cato Institute Cato Institute Cato Institute Cato Institute Cato Institute Cato Institute Cato Institute Center for Competitive Politics Center for Competitive Politics Center for Competitive Politics Center for Competitive Politics Center for Competitive Politics Center for Competitive Politics Center for Competitive Politics Center for Education Reform Center for Excellence in Higher Education

4850 SW Schotls Ferry Road, Ste 103 4850 SW Scholls Ferry Road, Ste 103
4850 SW Scholls Ferry Road, Ste 103 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue. NW 1000 Massachusetts Avenue, NW 1000 Massachusetts Avenue, NW 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 124 South West Street, #201 910 17th Street, NW, #1120 9780 Lantern Road, Suite 150

Portland Portland
Portland Washington Washington Washington Washington Washington Washington Washington Alexandra Alexandra Alexandra Alexandra Alexandra Alexandra Alexandra Washington Fishers

OR OR
OR DC DC DC DC DC DC DC VA VA VA VA VA VA VA DC IN

97225 97225
97225

93-1045925 93-1045925
93-1045925

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

80,000 100,000
5.600 2.500 50,000 25,000 85,301 5,000 100,000 8.213 200,000 250,000 100.000 100,000 100,000 80,000 2,000 1,000 50,000

For the Carbon Cartel Education Project (climate change) To support the journalism project
For professional development (Scottsdale Conference) For general operations For general operations

20001.5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 20001-5 23-7432162 22314 22314 22314 22314 22314 22314 22314 20006 46037 20-3676886 20-3676888 20-3676888 20-3676886 20-3876886 20-3676888 20-3676886 52-1847187 20-8091013

To support researcher for one year For general operations For general operations For general operations

For general operations For general operations For general operations For general operations To support litigation efforts For general operations For assistance with the project to protect the right to petition the government For general operations For general operations For general operations

Center for Independent Thought


Center for Individual Rights

73 Sprang Street. Suite 408


1233 20th Street, NW, Suite 300

New York
Washington

NY
DC

10012

52-0945376

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

100,000
1.500

For "Stossel in the Classroom"


For general operations

20036-1 52-1800481

Center for Individual Rights Center for Islamic Pluralism


Center for the Study of Carbon Dioxide & Center for Union Facts Center of the American Experiment Central Florida Ballet CERGE-Et Foundation Chartens Foundation Children's Scholarship Fund Christopher Newport University Citizens in Charge Foundation Citizens United Foundation Clare Boothe Luce Policy Institute Claremont Institute Claremont Institute Claremont McKenna College Clarion Fund Clarion Fund Clarion Fund Clarion Fund Clarion Fund Clarion Fund Clarion Fund Clarion Fund Clarion Fund Committee for a Constructive Tomorrow Committee for a Constructive Tomorrow

1233 20th Street, NW, Suite 300 1711 Massachusetts Ave, NW, Ste 626
15230 Championship Drive 1090 Vermont Avenue, NW, #800 12 South 61h Street Suite 1024 3306 Maggie Blvd , Suite B 715 Queen Anne Road PO Box 24766 8 West 38th Street, 9th Floor 1 University Place 2050 Old Bridge Rood, Suite 103 1006 Pennsylvania Avenue, SE 112 Elden Street, Suite P 937 West Foothill Blvd, Suite E 937 West Foothill Blvd, Suite E 850 Columbia Avenue 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 255 West 36th Street Suite 800 255 West 36th Street, Suite 800 255 West 36th Street, Suite 800 1875 Eye Street, NW, 5th FL 1875 Eye Street, NW, 5th FL

Washington Washington
Haymarket Washington Minneapolis Orlando Teaneck Federal Way New York Newport News Lake Ridge Washington Hemdon Claremont Claremont Claremont New York New York New York New York New York New York New York New York New York Washington Washington

DC DC
VA DC MN FL NJ WA NY VA VA DC VA CA CA CA NY NY NY NY NY NY NY NY NY DC DC

20036-1 52-1600481 20036 20-0495478


20169 20005 55402 32811 07666 98093 10018 23606 22192 20038 20170 91711 91711 91711 10018 10018 10018 10018 10018 10018 10018 10018 10018 20006 20006 86-0902777 20-4038946 36-3611428 59-3658167 25-1725738 91-1574847 13-4002189 54-0701501 13-4070270 54-1626748 54-1672138 95-3443202 95-3443202 95-1664101 20-5845679 20-5845679 20-5845679 20-5845679 20-5845679 20-5845679 20-5845679 20-5845679 20-5845679 52-1462893 52-1462893

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

10,000 120,000
129,400 1,500 30.000 200,000 400,000 2,500 100,000 75,000 200,000 200,000 2,000 40,548 1,000 30.000 3,600 175,000 300,000 5,000,000 1,000,000 8,000,000 2,000,000 1,000,000 300,000 50,000 110,000

For general operations For general operations


For the organization's surface station report For general operations For the climate change template and DVD For capital improvement expenses For expansion of undergraduate economics programming To support a chaplain For general operations To establish the Jack Miller Post-Doctoral Fellowship For general operations For international research For general operations For general operations

For general operations To establish the Jack Miller Post-Doctoral Fellowship For general operations For general operations To support the website for one year For general operations

For general operations For general operations For general operations For general operations For general operations For general operations For movie project

Schedule I Part II Line 1 Paget of 8

Donors Capital Fund, Inc.


Address 1875 Eye Street, NW, 5th FL 225 State Street. Suite 302 225 State Street, Suite 302 1899 L Street, NW, 12th FL Washington Hamsburg Hamsburg Washington

Form 990 - 2008 Grants Sch I Part II - Line 1


(b) EIN DC PA PA DC 20006 17101 17101 20038 52-1462893 23-2473845 23-2473845 52-1351785 (c) IRC 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) (d) Cash 50,000 100,000 97,800 36,308 (e) Noncash For movie project For TABOR For the transparency projects For general operations

EIN: 52-1934032

(h) Purpo se

(a) Grantee Committee for a Constructive Tomorrow Commonwealth Fnd for Public Policy Altem Commonwealth Fnd for Public Policy Altem Competitive Enterpnse Institute

Concord Coalition
Congregation Shaare Tiikvah-B'nat Zion

1011 Arlington Blvd , Suite 300


5800 North Kimball Avenue

Arlington
Chicago

VA
IL

22209
60659

52-1787869
38-2167815

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

1,000
100,000

For general operations


For general operations

CUFI Church Association


CUFI Church Association Cumberland College Cumberland College

PO Box 1307
PO Box 1307 8191 College Station Drive 6191 College Station Drive

San Antonio
San Antonio Williamsburg Williamsburg

TX
TX KY KY

78295
78295

20-4413244
20-4413244

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

195,000
12,000 10,000 15,000

For the Brog Project


For the Brog Project For general operations For general operations

40769-1 61-0470593 40769-1 61-0470593

Dallas Center for the Performing Arts Fou


Dallas Symphony Orchestra David Horowitz Freedom Center Donors Trust Donors Trust Donors Trust Donors Trust Donors Trust Donors Trust Donors Trust

2106 Boll Street


2301 Flora Street 14148 Magnolia Blvd , Suite 103 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street 109 North Henry Street

Dallas
Dallas Sherman Oaks Alexandria Alexandria Alexandria Alexandria Alexandria Alexandria Alexandria

TX
TX CA VA VA VA VA VA VA VA

75204
75201 91423

75-2089223
75.0705442 95-4194642

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

500,000
50,000 5,000 50,000 25,000 100,000 250,000 50,000 7,500 25.000

For the Capital Fund


For the 2007 Initiatives For general operations For the Hollywood Project For general operations DAF DAF DAF For the Ventas Fund For the PFR project

22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327 22314-2 52-2166327

Donors Trust
Donors Trust Donors Trust Duke University Educational Foundation for Highland Park Educational Research Analysts Emory University Ethan Allen Institute Ethan Allen Institute Ethan Allen Institute Ethics & Public Policy Center Evergreen Freedom Foundation Evergreen Freedom Foundation

109 North Henry Street


109 North Henry Street 109 North Henry Street PO Box 90204 4201 Grassmere Lane PO Box 7518 1599 Clifton Road NE 4th FL 4836 Kirby Mountain Road 4836 Kirby Mountain Road 4836 Kirby Mountain Road 1015 Fifteenth Street, NW, #900 PO Box 552 PO Box 552

Alexandria
Alexandria Alexandra Durham Dallas Longview Atlanta Concord Concord Concord Washington Olympia Olympia

VA
VA VA NC TX TX GA VT Vr Vr DC WA WA

22314-2 52-2166327
22314-2 52-2166327 22314-2 52-2166327 27708 75205 56-0532129 23-7442269

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

750.000
250,000 20,000 50,000 10,000 2,500 100.000 80,000 40,000 15.000 130,000 233,350 150,000

DAF
DAF For the Hollywood Project To establish the Jack Miller post-doctoral fellowships For the Mad for Plaid Campaign For general operations To establish the Jack Miller Post-Doctoral Fellowships For the transparency fund For succession planning For the transparency fund For the work of Stankey Kurtz As a matching grant to open constitutional litigation center To fund the transparency project

75607-7 75-1407723 30322 58-0566256

05824-9 22-3092292 05824-9 22-3092292 05824-9 22-3092292 20005 52-1162185

98507-0 94-3136961 98507-0 94-3136961

Evergreen Freedom Foundation Evergreen Freedom Foundation


Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Evergreen Freedom Foundation Faith & Reason Institute Federalist Society for Law & Public Polic FIRE FIRE First Freedoms Foundation, Inc First Freedoms Foundation, Inc Flint Hills Center for Public Policy Flint Hills Center for Public Policy Flint Hills Center for Public Policy Flint Hills Center for Public Policy Flonds Family Resource Center, Inc ForSight Foundation Foundation Endowment

PO Box 552 PO Box 552


PO Box 552 PO Box 552 PO Box 552 PO Box 552 666 11th Street, NW, Ste 450 1015 18th Street. NW, Suite 425 601 Walnut Street, Suite 510 601 Walnut Street, Suite 510 20975 Swenson Drive, Suite 125 20975 Swenson Drive, Suite 125 250 N Water Street, #216 250 N Water Street, #216 250 N Water Street, #216 250 N Water Street. #216 PO Box 1441 1462 Anderson Avenue 611 Cameron Street

Olympia Olympia
Olympia Olympia Olympia Olympia Washington Washington Philadelphia Philadelphia Waukesha Waukesha Wichita Wichita Wichita Wichita Orlando Morgantown Alexandria

WA WA
WA WA WA WA DC DC PA PA WI WI KS KS KS KS FL WV VA

98507-0 94-3136961 98507-0 94-3136961


98507-0 94-3136961 98507-0 94-3136961 98507-0 94-3136961 98507-0 94-3136961 20001 20038 19106 19106 53188 53186 52-2197517 36-3235550 04-3487254 04-3467254 39-1962608 39-1962608

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

25,000 2,500
22,000 100.000 7,500 17,562 5,000 1,500,000 75,000 5,000 15,000 10,000 40,000 30,000 3,000 10,000 5 000 5,000 2.000

For journalism For general operations


For journalism For the Citizen Action Network For general operations For the organization's constitutional litigation center For Michael Novak's Slovak Seminar For general operations For the New York office For general operations For general operations For litigation supported by the Foundation For the transparency fund For the property tax control plan For professional development (Scottsdale Conference) For transparency fund For "Shoe Harvest" For general operations For general operations

67202-1 23-7047821 67202-1 23-7047821 67202-1 23-7047821 67202-1 23-7047821 34788.1 20-2927044 26505 22314 26-0309471 52-1257688

Foundation for Economic Education


Foundation for Jewish Camping, Inc Foundation for Teaching Economics Franciscan Foundation for the Holy Land Fred Hutchinson Cancer Research Center Free Enterpnse Education Institute, Inc Free Enterpnse Education Institute Inc Free State Foundation Free State Foundation Freedom Foundation of MN

30 South Broadway
15 West 36th Street, 13th FL 260 Russell Boulevard PO Box 29086 1100 Fairview Avenue, North 12309 Bnerbush Lane 12309 Bnarbush Lane PO Box 60680 PO Box 60680 19 South First Street, &1501

Irvington-on-Hudson
New York Davis Washington Seattle Potomac Potomac Potomac Potomac Minneapolis

NY
NY CA DC WA MD MO MD MD MN

10533-2 13-6006960
10018 22-3551013 95616-3 51-0183347 20017-9 33-0628775 98109 20854 20854 20859 20859 55401 91-1540426 81-0634209 81-0634209 74-3160646 74-3160646 36-4592698

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

100,000
10,000,000 5 000 10,000 3,000 25,000 50.000 15,000 35,000 50,000

For general operations


For general operations For general operations For general operations For general operations For the AlbuquerquelDisney/9-11 Project For the Walmart project To fund their budget program start-up efforts For the budget reform project For the transparency fund

Schedule I Part II Line 1 Page3 of 8

Donors Capital Fund, Inc.

Form 990 - 2008 Grants Sch I Part II - Line 1


Address 19 South First Street, B-1501 60f Pennsylvania Ave, NW, #700 100 Front Street, Suite 945 100 Front Street. Suite 945 Minneapolis Washington West Conshohocken West Conshohocken MN DC PA PA 55401 20004 19428 19428 (b) EIN 364592898 52-1526916 13-3129249 13-3129249 (e) IRC 501(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) (d) Cash 50,000 5,000 5,000 150,000 (e) Non-cash For general operations For general operations For general operations For general operations

EIN: 52-1934032

(a) Grantee Freedom Foundation of MN Freedom Works Foundation Fmds of Israel Cntr for Soc & Econ Frog Fmds of Israel Cntr for Soc & Econ Prog

(h) Purpose

Fund for American Studies


Fund for American Studies

1706 New Hampshire Ave, NW, Ste 400


1706 New Hampshire Ave, NW, Ste 400

Washington
Washington

DC
DC

20009
20009

13-6223604
13-6223604

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

47,250
10,000

For general operations


For general operations

Georgetown University
Georgia Public Policy Foundation Georgia Public Policy Foundation GMU Foundation (Law & Even Center) GMU Foundation (Lew & Econ Center) God's World Publications, Inc

875 Intercultural Center, 37th and 0 St NW


6100 Lake Forrest Drive, Suite 110 6100 Lake Forrest Drive, Suite 110 3301 North Fairfax Drive, MS 1G3 3301 North Fairfax Drive, MS 1G3 PO Box 23217

Washington
Atlanta Atlanta Arlington Arlington Federal Way

DC
GA GA VA VA CA

20057

53-0196603

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

50,000
100,000 25,000 330,000 330,000 30,000

To establish the Jack Miller post doctoral fellowships


For the transparency fund For transparency projects For the Institute for Judges For the Institute for Judges For the intern program

30328-3 58-1943161 30328-3 58-1943161 22201-8 54-1603842 22201-8 54-1803842 98093 56-0538016

Goldwater Institute Goldwater Institute Goldwater Institute Goldwater Institute


Good News World Outreach Church Grassroot Institute of Hawaii Grassroot Institute of Hawaii

500 500 500 500

E E E E

Coronado Coronado Coronado Coronado

Road Road Road Road

Phoenix Phoenix Phoenix Phoenix


Fort Worth Honolulu Honolulu

AZ AZ AZ AZ
TX HI HI

85004 85004 85004 85004


78101 96814 96814

86-0597661 86-0597661 86-0597661 86-0597661


75-2507591 99-0354937 99-0354937

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


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

75,000 100,000 35,000 150,000


300 130,000 75,000

For the transparency fund For the constitutional litigation center For your transparency projects For the constitutional litigation center
for WRNO Worldwide Radio advertising For the transparency fund For the Advance Liberty Iniative

PO Box 895 1314 S Icing Street, #1163 1314 S King Street, 01163

Gressroot Institute of Hawaii


Great Plains Public Policy Institute

1314 S King Street, 91163


PO Box 88138

Honolulu
Sioux Falls

HI
SD

96814

99-0354937

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

15,000
30,000

For transparency work


For the transparency fund

57109-8 31-1634551

Great Plains Public Policy Institute


Greater Educational Opportunities Frill Greenwich Land Trust Harvard University Heartland Institute Heartland Institute Heartland Institute Heartland Institute Heartland Institute

PO Box 88138
2540 N Capitol Avenue 132 East Putnam Avenue, Suite D 1737 Cambridge Street, Room 417 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903 19 South LaSalle Street, Suite 903

Sioux Falls
Indianapolis Cos Cob Cambridge Chicago Chicago Chicago Chicago Chicago

SD
IN CT MA IL IL IL IL IL

57109-8 31-1634551
46208 08807 02138 95-4406881 06-0950851 53-0199180

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

20.000
1,000,000 1,000 50,000 2,000,000 900,000 100,000 126,000 1,300.000

For transparency projects


For rotating endowment For general operations To establish the Jack Miller Post-Doctoral Fellowhip For general operations For the global warming research project For media materials For staff directed research Final installment of three-year general ops support

60603-4 36-3309812 60603-4 36-3309812 60603.4 36-3309812 60603-4 36-3309812 60603-4 36-3309812

Heartland Institute
Heritage Foundation

19 South LaSalle Street. Suite 903


214 Massachusetts Avenue, NE

Chicago
Washington

IL
DC

60603-4 36-3309812
20002-4 23-7327730

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

184,000
3,000

For global warming research projects


For general operations

Heritage Foundation
Heritage Foundation Heritage Foundation Hentage Foundation Highland Park High School Choir Booster C

214 Massachusetts Avenue, NE


214 Massachusetts Avenue, NE 214 Massachusetts Avenue, NE 214 Massachusetts Avenue. NE 3116 Purdue Avenue

Washington
Washington Washington Washington Dallas

DC
DC DC DC TX

20002-4 23-7327730
20002-4 23-7327730 20002-4 23-7327730 20002.4 23-7327730 75225 20-0644472

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

5,000
5,000 1,000 1,000 10,000

For the Leadership for America campaign


For general operations For "Leadership for America- fund For the President's Club For general operations

Hillsdale College Hoover Institution-Stanford University


Hudson Institute

33 East College 434 Galev Mall 350 East 5th Avenue, Suite 809 350 East 5th Avenue, Suite 809
350 East 5th Avenue, Suite 809 190 South LaSalle St , Ste 2130 190 South LaSalle St , Ste 2130

Hillsdale Stanford New York New York


New York Chicago Chicago

MI CA
DC

49242 38-1374230 94305.6 94-1156365


20005 13-1945157

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


501(c)(3)

5,000 1,000
2,000,000

For general operations For general operations


For general operations

1015 15th Street, NW, Sixth Floor: ]Suite 60 Washington

Human Rights Foundation Human Rights Foundation


Human Rights Foundation Illinois Policy Institute Illinois Policy Institute

NY NY
NY IL IL

10118 10118
10118 60603 60603

20-2669700 20.2669700
20-2669700 41-2057028 41-2057028

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

25,000 50,000
10.000 75,000 100,000

For general operations For the pamphlet project - Bolivia/Ecuador


For general operations For your transparency projects For general operations

Illinois Policy Institute Illinois Policy Institute


Illinois Policy Institute Illinois Policy Institute

190 South LaSalle St , Ste 2130 190 South LaSalle St , Ste 2130
190 South LaSalle St , Ste 2130 190 South LaSalle St , Ste 2130

Chicago Chicago
Chicago Chicago

IL IL
IL IL

60603 60603
60603 60603

41-2057028 41-2057028
41-2057028 41-2057028

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


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

75,000 75,000
25,000 75,000

For your transparency projects For your transparency projects


For year-end direct mail and capacity building efforts For capacity building activities

Illinois Taxpayer Education Foundation Illinois Taxpayer Education Foundation


Illinois Taxpayer Education Foundation

407S Dearborn, Suite 1170 407S Dearborn, Suite 1170


407 S Dearborn, Suite 1170

Chicago Chicago
Chicago

IL IL
IL

60605 60605
60605

36-3955081 36-3955081
36-3955081

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


501 (c)(3)

7,000 7.000
7,000

For general operations For general operations


For general operations

Illinois Taxpayer Education Foundation


Illinois Taxpayer Education Foundation Illinois Taxpayer Education Foundation Illinois Taxpayer Education Foundation Illinois Taxpayer Education Foundation Illinois Taxpayer Education Foundation Illinois Taxpayer Education Foundation Illinois Toxpayer Education Foundation Independence Institute Independence Institute

407S Dearborn. Suite 1170


407S Dearborn, Suite 1170 407S Dearborn, Suite 1170 407S Dearborn, Suite 1170 407 S Dearborn, Suite 1170 407S Dearborn, Suite 1170 407 S Dearborn Suite 1170 407 S Dearborn, Suite 1170 13952 Denver West Parkway, Suite 400 13952 Denver West Parkway, Suite 400

Chicago
Chicago Chicago Chicago Chicago Chicago Chicago Chicago Golden Golden

IL
IL IL IL IL IL IL IL CO CO

60605
60605 60605 60605 60605 60605 60605 60805

36-3955081
36-3955081 36-3955081 36-3955081 36-3955081 36-3955081 36-3955081 36-3955081

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

7,000
7,000 7,000 7,000 7,000 7,000 7,000 7,000 150,000 100,000

For general operations


For general operations For general operations For general operations For general operations For general operations For general operations For general operations For the transparency fund For the "Ask First' project

80401-3 84-0990300 80401-3 84-0990300

Schedule I Part II Line 1 Page4 of 8

Donors Capital Fund, Inc.

Form 990 - 2008 Grants Sch I Part II - Line I


Address 13952 Denver West Parkway, Suite 400 3301 North Fairfax Drive, Suite 440 3301 North Fairfax Drive, Suite 440 Golden Arlington Arlington Co VA VA (b) EIN 80401-3 84-0990300 22201-4 941623852 22201-4 94-1623852 ( c) IRC 501(c)(3) 501(c)(3) 501(c)(3) (11 0 : i tt 35,000 343,000 5,000 (0) Non-cash -

EIN: 52 -1934032

(a) Grantee Independence Institute Institute for Humane Studies Institute for Humane Studies

( h) Purpose For the organization's journalism project For general operations $2,500 00 for the journalism program and $2,500 00 for general operations

Institute for Humane Studies


Institute for Justice Institute for Justice Institute for Justice

3301 North Fairfax Drive. Suite 440


901 N Glebe Road, Suite 900 901 N Glebe Road, Suite 900 901 N Glebe Road, Suite 900

Arlington
Arlington Arlington Arlington

VA
VA VA VA

22201-4 94-1623852
22203 22203 22203 52-1744337 52-1744337 52-1744337

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

399,586
1,500 100,000 10,000

For general operations


For general operations For general operations For long term systemic change

Institute for Justice


Institute for Justice

901 N Glebe Road, Suite 900


901 N Glebe Road, Suite 900

Arington
Arlington

VA
VA

22203
22203

52-1744337
52-1744337

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

5,000
100,000

For general operations


For general operations

Institute for Justice Institute on Religion & Democracy


Intercollegiate Studies Institute Investigative Project on Terrorism James Madison Institute for Public Policy James Madison Institute for Public Policy James Madison Institute for Public Policy John Locke Foundation John Locke Foundation

901 N Glebe Road, Suite 900 1023 15th Street, NW Ste 601
3901 Centerville Road, PO Box 4431 5505 Connecticut Avenue. NW, #341 PO Box 37460 PO Box 37460 PO Box 37460 200 West Morgan Street, Suite 200 200 West Morgan Street, Suite 200

Arlington Washington
Wilmington Washington Tallahassee Tallahassee Tallahassee Raleigh Raleigh

VA DC
DE DC FL FL FL NC NC

22203 20005
20015

52-1744337 52-1285221
13-4331855

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

5,000 420,000
1,000 150,000 31,500 100,000 5,000 75,000 30,000

For general operations For Methodist support


For general operations For BC project For the transparency fund For climate change and Vacav Klaus event For general operations For the transparency fund For the STAMP model on climate change

19087-1 23-6050131

32315-7 59-2811908 32315-7 59-2811908 32315-7 59-2811908 27601 27601 56-1656943 56-1656943

John Locke Foundation


Josiah Bartlett Center for Public Policy Josiah Bartlett Center for Public Policy Josiah Bartlett Center for Public Policy Kanakuk Ministnes Kanakuk Ministries

200 West Morgan Street, Suite 200


PO Box 897 PO Box 897 PO Box 897 1353 Lakeshore Drive 1353 Lakeshore Drive

Raleigh
Concord Concord Concord Branson Branson

NC
NH NH NH MO MO

27601

56-1656943

501(c)(3)
501(c)(3) 501 (c)(3) 501(c)(3) 501(c)(3) 50t(c)(3)

20,000
25,000 45,000 45,000 40,000 3,500

For general operations


For the municipal TABOR follow-up For the journalism project For the journalism project For capital improvement expenses For the K-Kauai Family Camp Scholarship

03302-0 22-3235650 03302-0 22-3235650 03302.0 22-3235650 65616 65616 43-1815310 43-1815310

Kids Empowered by Your Support, Inc


Landmark Legal Foundation Leadership Institute Leadership Institute Leadership Institute Life for lids

PO Box 5
19415 Deerfield Ave , Suite 312 1101 North Highland Street 1101 North Highland Street 1101 North Highland Street 315 N Wyrnore Road

Darien
Leesburg Arlington Arlington Arlington Winter Park

CT
VA VA VA VA FL

06820
20176 22201 22201 22201 32789

20-4846463
51-0203802 51-0235174 51-0235174 51-0235174 59-2933541

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

2,500
5,000 5,000 5,000 5,000 5,000

For general operations


For general operations For general operations For general operations For general operations For general operations

Lincoln Inst of Public Opinion Research Louisiana State University Mackinac Center for Public Policy
Mackinac Center for Public Policy Mackinac Center for Public Policy Maine Heritage Policy Center

4807 Jonestown Rd , Ste 242 132 Hodges Hall 140 West Main Street, PO Box 568
140 West Main Street, PO Box 568 140 West Main Street. PO Box 568 PO Box 7829

Harrisburg Baton Rouge Midland


Midland Midland Portland

PA LA MI
MI MI ME

17109 25-1704705 70803 72-6020969 48640-0 38-2701547


48840-0 38-2701547 48640-0 38-2701547 04112 22-3888250

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


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

15,000 50,000 150,000


90,000 50,000 100,000

For general operations To establish the Jerk Miller Post-Doctoral Fellowship For the transparency fund
For the investigative video, Capitol Confidential, internships For the journalism project

For the transparency fund

Maine Heritage Policy Center


Maine Heritage Policy Center

PO Box 7829
PO Box 7829

Portland
Portland

ME
ME

04112
04112

22-3888250
22-3888250

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

146,400
80,000

For general operations


For TABOR - follow-up

Maine Heritage Policy Center


Maine Heritage Policy Center Maine Heritage Policy Center Manhattan Institute For Policy Research Manhattan Institute For Policy Research Manhattan Institute For Policy Research Maryland Public Policy Institute Maryland Public Policy Institute Maryland Public Policy Institute Media Research Center Media Research Center Media Research Center Memonal Sloan-Kettenng Cancer Center Mercatus Center, GMU Mercatus Center, GMU Mercatus Center, GMU Michigan School Board Leaders Forum Michigan State University Michigan State University Middle East Forum Middle East Forum Middle East Forum Middle East Media and Research Institute Middle East Media and Research Institute

PO Box 7829
PO Box 7829 PO Box 7829 52 Vanderbilt Avenue 52 Vanderbilt Avenue 52 Vanderbilt Avenue PO Box 195 PO Box 195 PO Box 195 325 S Patnck Street 325 S Patrick Street 325 S Patrick Street 1275 York Avenue 3301 North Fairfax Drive, Suite 450 3301 North Fairfax Drive, Suite 450 3301 North Fairfax Drive, Suite 450 832 Katie Court 324-A South Kedzie Hall 324-A South Kedzie Had 1500 Walnut Street, Ste 1050 1500 Walnut Street, Ste 1050 1500 Walnut Street. Ste 1050 1819 L Street, NW, 5th Floor 1819 L Street. NW, 5th Floor

Portland
Portland Portland New York New York New York Germantown Germantown Germantown Alexandra Alexandra Alexandra New York Arlington Arlington Arlington Muskegon East Lansing East Lansing Philadelphia Philadelphia Philadelphia Washington Washington

ME
ME ME NY NY NY MD MD MD VA VA VA NY VA VA VA MI MI MI PA PA PA DC DC

04112
04112 04112 10017 10017 10017

22-3888250
22-3888250 22-3888250 13-2912529 13-2912529 13-2912529

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

124,700
62,000 60,000 99,295 4,000 50,000 65,000 50,000 20,000 25,000 5,000 10,000 3,000 1.000 150,000 5,000 38,500 25,000 25,000 250,000 250,000 250,000 250.000 50000

To open state constitutional litigation center


For the organization's three-year policy strategy plans For the orgamzation's three-year policy strategy and capacity-budding To support the Empire Foundation of NY For the organization's transparency project For general operations For the transparency project For pension reform For the transparency outreach For general operations For general operations For the Fairness Doctnne project For general operations For general operations For the Capital Campus program For general operations For the MI school board member reform guide To establish the Jack Miller Post-Doctoral Fellowship To establish the Jack Miller Post-Doctoral Fellowship For general operations For general operations For general operations

20875-0 52-2199055 20875-0 52-2199055 20875-0 52-2199055 22314 22314 22314 10021 54-1429009 54-1429009 54-1429009 13-1924236

22201-4 54-1436224 22201-4 54-1438224 22201-4 54-1436224 49441 48824 48824 19102 19102 19102 20036 20036 26-0877115 38-2015695 38-2015695 23-7749798 23-7749796 23-7749796 52-2068483 52-2068483

For general operations For general operations

Schedule I Part II Line 1 Pages of 8

Donors Capital Fund, Inc.

Form 990 - 2008 Grants Sch I Part li - Line 1


Address 925W Wadley Midland TX 74705 (b) EIN 75-2828138 (e) IRC 501(c)(3) (d) Cash 5.000 (a) Non-cash For general operations

EIN: 52-1934032

(h) Purpose

(a) Grantee Midland Young Life Building Foundation

Mississippi Center for Public Policy


Mississippi Center for Public Policy

520 George Street


520 George Street

Jackson
Jackson

MS
MS

39202
39202

64-0797905
64-0797905

501(0)(3)
501(c)(3)

144,000
35.000

For the transparency projects


For legislative projects

Mississippi Center for Public Policy


MIT Chemical Engineering Department Montana Policy Institute Montana Policy Institute Montana Policy Institute Montana Policy Institute

520 George Street


77 Massachusetts Ave 1627 W Main Street, 0354

Jackson
Cambridge Bozeman

MS
MA MT

39202
02139 59715

64-0797905
04-2103594 20-2591461

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

1,000
20,000 100.000

For general operations


For the support of a visiting professor at the Benjamin Franklin Project For the transparency fund

1627 W Main Street , #354


1627 W Main Street, #354 1627 W Main Street, 0354

Bozeman
Bozeman Bozeman

MT
MT MT

59715
59715 59715

20-2591481
20-2591461 20-2591461

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

50,000
40,000 30,000

Allocate $25,000 00 for general operations and $25,000 00 for direct mail programming
For the journalism project For the organization's 2009 direct mail efforts

Mountain States Legal Foundation


Mountain States Legal Foundation

2598 South Lewis Way


2596 South Lewis Way

Lakewood
Lakewood

CO
CO

80227
80227

84-0736725
84-0736725

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

1,500
5,000

For general operations


For general operations

Moving Picture Institute


Moving Picture Institute Mt Vernon Ladies Association of the Unio Music Mission Kiev Nat Right to Work Legal Del & Edu Fdn Nat Right to Work Legal Def & Edu Fdn National Center for Policy Analysis

375 Greenwich Street


375 Greenwich Street PO Box 110 268 Wilshire Blvd 8001 Braddock Road, Ste 500 8001 Braddock Road, Ste 500 12770 Coit Road, Suite 800

New York
New York Mount Vernon Casselberry Springfield Springfield Dallas

NY
NY VA FL VA VA TX

10013
10013 22121

20-3237801
20-3237801 54-0564701

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

25,000
5,000 5,000 5,000 25,000 5,000 50,000

For general operations


For general operations For the capital campaign For the emergency request For general operations For general operations Continuation of research projects

32707-5 59-3278168 22151-2 59-1588825 22151-2 59.1588825 75251-1 75-1804932

National Center for Public Policy Researc


National Legal & Policy Center

501 Capitol Court, NE, Suite 200


107 Park Washington Court

Washington
Falls Church

DC
VA

20002
22046

52-1226614
52-1750188

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

2,500
2,000

As a matching grant
For general operations

National Legal & Policy Center National Tax Limitation Foundation


National Taxpayers Union Foundation NCHS Alumni Association Nevada Policy Research Institute Nevada Policy Research Institute Nevada Policy Research Institute Nevada Policy Research Institute NFIB Legal Foundation NFIB Legal Foundation North Dakota Policy Council North Dakota Policy Council North Dakota Policy Council Northwood University NRA FAF Ntn'l Cnt'r for Public Policy Research Ocean State Policy Research Institute Ocean State Policy Research Institute Oklahoma Council of Public Affairs Oklahoma Council of Public Affairs One Nation Under God Foundation One Nation Under God Foundation Operation Exodus Inner City Oregon Better Government Project Oregon Better Government Project Oregon Better Government Project Pacific Legal Foundation Pacific Research Inst for Public Policy Pacific Research Inst for Public Policy Pacific Research Inst for Public Policy Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Palmer R Chitester Fund Parents in Charge Foundation Partners Relief and Development Partners Relief and Development Philanthropy Roundtable Pioneer Inst for Public Policy Research Pioneer Inst for Public Policy Research Pioneer Inst for Public Policy Research

107 Park Washington Court 151 N Sunrise Ave , Ste 901


108 North Alfred Street PO Box 188 3155 E Patrick Lane, Suite 10 3155 E Patrick Lane, Suite 10 3155 E Patrick Lane, Suite 10 3155 E Patrick Lane, Suite 10 1201 F Street NW, Suite 200 1201 F Street NW, Suite 200 PO Box 3007 PO Box 3007

Falls Church Roseville


Alexandria Nebraska City Las Vegas Las Vegas Las Vegas Las Vegas Washington Washington Bismarck Bismarck

VA CA
VA NE NV NV NV NV DC DC ND ND

22046 95661
68410 89120 89120 89120 89120 20004 20004 58502 58502

52-1750188 51-0208455
47.0624971 88-0276314 88-0276314 88-0278314 88-0276314 62-1570449 62-1570449 20-8862761 20-8862781

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

5,000 250,000
500 2,500 132,500 44,500 77,000 85,000 10,000 10,000 70,000 2.500

For general operations For general operations


For general operations For the George and Katherine Bischof Scholarship Fund For general operations For media research For communications staffing For the journalism project FBO the Small Business Legal Center For general operations For transparency projects For professional development (Scottsdale Conference)

22314-3 52-1122883

PO Box 3007 1114 W FM 1382


11250 Waples Mill Road 501 Capitol Court. NE, Suite 200 PO Box 2401 PO Box 2401 1401 North Lincoln Blvd 1401 North Lincoln Blvd 414 N Orleans Plaza, Suite 312 414 N Orleans Plaza, Suite 312 612 West 188th Street. Suite B 836 NE Jarrett Street 836 NE Jarrett Street 836 NE Jarrett Street 3900 Lennane Drive, Suite 200 One Embarcadero Center, Suite 350 One Embarcadero Center, Suite 350 One Embercadero Center, Suite 350 2002 Filmore Avenue, Suite 1 2002 Filmore Avenue, Suite 1 2002 Fdmore Avenue, Suite 1 2002 Filmore Avenue, Suite 1 2002 Filmore Avenue, Suite 1 9900 Main Street, Suite 303 PO Box 2066 PO Box 2066 1150 17th Street, NW, Suite 503 85 Devonshire Street, 8th Floor 85 Devonshire Street, 8th Floor 85 Devonshire Street, 8th Floor

Bismarck Cedar Hill


Fairfax Washington Providence Providence Oklahoma City Oklahoma City Chicago Chicago New York Portland Portland Portland Sacramento San Francisco San Francisco San Francisco Ene Ene Ene Ene Ene Fairfax Redlands Redlands Washington Boston Boston Boston

ND TX
VA DC RI RI OK OK IL IL NY OR OR OR CA CA CA CA PA PA PA PA PA VA CA CA DC MA MA MA

58502 75104
22030 20002 02906 02906

20-8862781 38.1624684
26-1277941 52-1226614 26-0731822 26.0731822

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

28,000 10,000
300,000 1,500 12,152 14,565 150,000 20,000 25,000 10,000 5,000 80,000 65.000 50,000 1,500 100,000 7,501 7,500 125,000 50,000 30,500 100,000 50,000 250,000 10.000 41,000 300,000 75,000 10,000 25.000

For direct mail prospecting For the Warren Hutcheson Memorial Scholarship Fund
For general operations For general operations For the fulfillment of the organization's think tank start-up " matching funds " For the organization's transparency project For transparency projects For the -Ten Things" educational project For education programming For Issue Guides For general operations For general operations For general operations For the Climate Strategies Watch project For general operations For transparency projects For general operations For general operations For movie project For the Trustee DVD projects For movie project For movie project For the Trustee Project II For general operations For the Lifeline Campaign For Lot Taileng Clinic - Phase 1 For protecting philanthropic freedom For the transparency fund For the K-12 education reform projects For general operations

73104-2 73-1436375 73104-2 73-1436375 60610 60610 10040 97211 97211 97211 95834 94111 94111 94111 35-2176192 35-2176192 13-3600728 20-8133881 20-8133881 20.8133681 94-2197343 94-2528433 94-2528433 94-2528433

16506.8 52-1455677 16506-6 52-1455877 16506-6 52-1455677 16506-6 52-1455677 16506-6 52-1455677 22031-3 54-2024931 92373 92373 20036 02109 02109 02109 22-3788806 22-3786806 13-2943020 22-2632081 22-2632081 22-2632081

Schedule I Part II Line 1 Page6 of 8

Donors Capital Fund, Inc.


Address 10050 Regency Circle, Suite 120 10050 Regency Circle , Suite 120 10050 Regency Circle , Suite 120 3512 Sturgis Lane 818 S Grand Ave, 0202 818 S Grand Ave , #202 818 S Grand Ave , #202 Omaha Omaha Omaha Waco Los Angeles Los Angeles Los Angeles

Form 990 - 2008 Grants Sch I Part II - Line 1


( b) EIN NE NE NE TX CA CA CA 68114 68114 68114 76708 20.8809060 20-8809060 20.8809060 51-0558527 (e ) IRC 501 (c)(3 ) 501(c)(3) 501(c )( 3) 501(c )(3) 501)c )( 3) 501(c)(3) 501(c)(3( (d) Cash 77,600 58,500 2,121 5,000 3,000 10,000 20,000 ( e) Non-cash For the transparency fund For journalism

EIN: 52-1934032

( h) Purpose

(a) Grantee Platte Institute for Economic Research Platte Institute for Economic Research Platte Institute for Economic Research Potwarth Ministries Prometheus Institute Prometheus Institute Prometheus Institute

For professional development ( Scottsdale Conference) For general operations For professional development (Scottsdale Conference) For the organization ' s start-up activities For capacity building activities

900174 20-3558542 90017-4 20-3558542 90017-4 20.3558542

Public Interest Institute


Public Policy Foundation of West Virginia

600 North Jackson Street


PO Box 1118

Mount Pleasant
Morgantown

IA
WV

52641
26507

42-1347192
20 -5955827

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

88,459
94 , 000

For the transparency fund


To fund the transparency project

Public Policy Foundation of West Virginia


Public Policy Foundation of West Virginia

PO Box 1118
PO Box 1118

Morgantown
Morgantown

WV
WV

26507
26507

20- 5955827
20-5955827

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

43,500
43 , 500

For journalism project


For journalism project

Public Service Research Foundation


Rio Grande Foundation Rio Grande Foundation

320-D Maple Avenue East


PO Box 40336 PO Box 40338

Vienna
Albuquerque Albuquerque

VA
NM NM

22180
87198 87196

58-1442675
85 - 0468446 85 - 0488446

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

3,000
100 , 000 10,000

For general operations


For the transparency fund For direct mail capacity building

Rio Grande Foundation Rock the Desert Ministries , Inc


Russell Home for Atypical Children

PO Box 40336 303 W Wall , Suite 300


510 Holden Avenue

Albuquerque Midland
Orlando

NM TX
FL

87196 79701
32839

85-0468446 30-0062891
59-1051408

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


501(c )(3)

20,000 5.000
10.000

For journalism project For 2008 Festival sponsorship


For general operations

Russian-Amencan Christian University


Saint Anthonys Sam Adams Alliance Sam Adams Alliance

PO Box 2007
145 Amesbury Street 20 North Wacker Drive , Suite 3330 20 North Wacker Drive , Suite 3330

Wheaton
Lawrence Chicago Chicago

MD
MA IL IL

20915.2 52-1930894
01841 60606 60606 04-2178891 20- 5792227 20-5792227

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

100 , 000
25,000 150 , 000 150,000

For general operations


For Milad Mousse Fund For general operations For general operations

Sam Adams Alliance


Sam Adams Alliance

20 North Wacker Drive , Suite 3330


20 North Wacker Drive, Suite 3330

Chicago
Chicago

IL
IL

60606
60606

20-5792227
20- 5792227

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

270 . 000
300.000

For American Majority and Texas Watchdog projects


To research on abuse of taxpayer money

Sam Adams Alliance Sam Adams Alliance


Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance Sam Adams Alliance SC Policy Council Education Foundation SC Policy Council Education Foundation SC Policy Council Education Foundation SC Policy Council Education Foundation SC Policy Council Education Foundation

20 North Wacker Drive, Suite 3330 20 North Wacker Drive, Suite 3330
20 North Wacker Drive , Suite 3330 20 North Wacker Drive, Suite 3330 20 North Wacker Drive , Suite 3330 20 North Wacker Drive , Suite 3330 20 North Wacker Drive, Suite 3330 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street 1323 Pendleton Street

Chicago Chicago
Chicago Chicago Chicago Chicago Chicago Columbia Columbia Columbia Columbia Columbia

IL IL
IL IL IL IL IL SC SC Sc Sc SC

60606 60606
60606 60606 60606 60606 60606

20-5792227 20-5792227
20-5792227 20-5792227 20-5792227 20.5792227 20-5792227

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


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

5,000 200.000
150,000 600 , 000 180,000 180,000 80,000 100,000 80,000 80,000 25,000 8,500

For journalism project For extending new media projects


For general operations For reseach and educational activity on voter registration For new media outreach For general operations For new media training To fund the transparency project For fiscal policy projects For journalism project For the transparency project For professional development ( Scottsdale Conference)

29201-3 57-0835744 29201-3 57-0835744 29201.3 57-0835744 29201-3 57-0835744 29201-3 57-0835744

SC Policy Council Education Foundation SC Policy Council Education Foundation


Security Research Associates . Inc Security Research Associates, Inc Security Research Associates , Inc Security Research Associates , Inc Show Me Institute Show Me Institute Show Me Institute Show Me Institute Sky Ranch Foundation Smile Train, Inc St Jude Maronite Catholic Church of Orta

1323 Pendleton Street 1323 Pendleton Street


2200 4th Avenue North, #3 2200 4th Avenue North , #3 2200 4th Avenue North , #3 2200 4th Avenue North, 03 7777 Bonhomme Avenue , Suite 2150 7777 Bonhomme Avenue, Suite 2150 7777 Bonhomme Avenue , Suite 2150 7777 Bonhomme Avenue . Suite 2150 600 N Pearl St . Ste 635 , LB 148 245 5th Avenue , Suite 2201 5555 Or Phillips Boulevard

Columbia Columbia
Lake Worth Lake Worth Lake Worth Lake Worth St Louis St Louis St Louis St Louis Dallas New York Orlando

SC SC
FL FL FL FL MO MO MO MO TX NY FL

29201-3 57-0835744 29201.3 57-0835744


33461 33461 33461 33461 74-2209420 74-2209420 74-2209420 74-2209420

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

7,200 20,000
25,000 17,000 100 , 000 6,892 50,000 130 , 000 2,941 10 000 5,000 3,000

For the organization ' s transparency project For the organization ' s direct mail program
For voter education program For the exhibition project For OVD distribution project For general operations For the transparency projects For judicial transparency For the transparency project For professional development ( Scottsdale Conference) For the Missions Program and Scholarship Fund For general operations For pilgrimage to Lourdes

63105-6 20-1957878 63105-8 20-1957878 63105.8 20-1957878 63105 -0 20-1957878 75201 10016 32819 75-2147444 13-3661416 59-3355985

St Jude Maronite Catholic Church of Oda


St Matthew School State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network

5555 Dr Phillips Boulevard


221 SE Walnut Street 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd

Orlando
Hillsboro Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond

FL
OR CA CA CA CA CA CA CA CA CA CA CA CA

32819
94805 94805 94805 94805 94805 94805 94805 94805 94805 94805 94805 94805

59-3355985
57-0952531 57-0952531 57-0952531 57-0952531 57- 0952531 57- 0952531 57- 0952531 57 - 0952531 57 - 0952531 57 -0 952531 57 - 0952531 57-0952531

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

1,500
5,000 50000 80 , 000 1,500 150,000 70, 000 35 , 000 100 , 000 66 , 250 85 , 000 350 , 000 40 ,000 1,000

For pilgrimage to Lourdes


For general operations For the Pelican Institute for Public Policy For government transparency For general operations For government transparency For government transparency To support the Delaware state think tank start-up For transparency support work For start-up think tank activities For the journalism project For state think tank capacity building efforts For ALEC Annual Meeting outreach For general operations

97123 -0 93-0429016

Schedule I Part II Line 1 Page7 of 8

Donors Capital Fund , Inc.


Address 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd 6255 Arlington Blvd Richmond Richmond Richmond Richmond Richmond Richmond Richmond Richmond

Form 990 - 2008 Grants Sch I Part II - Line I


( b) EIN CA CA CA CA CA CA CA CA 94805 94805 94805 94805 94805 94805 94805 94805 57 - 0952531 57-0952531 57-0952531 57-0 952531 57- 0952531 57-0952531 57-0 952531 57-0952531 (c ) IRC 501(c )( 3) 501 ( c)(3) 501 ( c)(3) 501 ( c)(3) 501(c)(3 ) 501(c )( 3) 501 ( c)(3) 501 ( c)(3) (d) Cash 20,000 140 , 000 42 , 000 75,000 50.000 5,000 30 , 000 50,000 (a) Non-cash For the journalism project To enourage new media aenvities For journalism training For coordination of the new media projects FBO the Madver Institute for start-up activities For general operations For the ALEC Transparency Panel

EIN: 52 - 1934032

( h) Purpose

(a) Grantee State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network State Policy Network

For start - up funds for the Gem State Institute - Idaho's new state think

State Policy Network


Stewards of the Range , Inc Student Government Affairs Program

6255 Arlington Blvd


PO Box 490 2435 N Central Expressway , Ste 300

Richmond
Meridian Richardson

CA
ID TX

94805

57-0952531

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

48 , 000
2,000 7,500

For multi-media training


For general operations For general operations

83680 -0 82-0472269 75080.2 65-0348492

StudentNewsDaiy com
Sutherland Institute Sutherland Institute

PO Box 30353
307 West 200 South, Suite 5005 307 West 200 South , Suite 5005

Edmund
Salt Lake City Salt Lake City

OK
UT UT

73003
84101 84101

05-0611977
87-0531727 87-0531727

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

20.000
50 . 000 40,000

For general operations


To fund the transparency project For "Earth Week" and 'Mine Your Own Business' screening

Sutherland Institute
Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Tennessee Center for Policy Research Texas Public Policy Foundation Texas Public Policy Foundation Thomas Jefferson Institute University of Chicago University of Notre Dame University of Texas - Austin University of Virginia Foundation Villanove University Virginia Institute for Public Policy Virginia Institute for Public Policy Vision360

307 West 200 South , Suite 5005


PO Box 121331 PO Box 121331 PO Box 121331 PO Box 121331 900 Congress Avenue , Suite 400 900 Congress Avenue , Suite 400 9035 Golden Sunset Lane 1212 E 59th Street 110 Grace Hall 1 University Station C4100 Dept of Politics , PO Box 400787 800 Lancaster Avenue 7326 Early Marker Court 7326 Early Marker Court 1870 Rule Snow Drive

Salt Lake City


Nashville Nashville Nashville Nashville Austin Austin Springfield Chicago Notre Dame Austin Charlottesville Villanova Gainesville Gainesville Keller

UT
TN TN TN TN TX TX VA IL IN TX VA PA VA VA TX

84101
37212 37212 37212 37212 78701 78701 22153 60637 46556 78712

87-0531727
20-1808567 20-1808567 20-1808567 20-1808567 74-2524057 74-2524057 51 - 0280185 36-2177139 35-0868188 74-6000203

501(c )( 3)
501(c)(3) 501(c)(3) 501(c )( 3) 501(c )(3) 501 (c)(3) 501(c)(3) 501 ( c)(3) S01(c)(3) 501(c)(3) 501(c)(3) 501(c)(3) 501(c )( 3) 501(c)(3) 501(c)(3 ) 501(c)(3 )

55.000
145,000 70,000 5,000 40,000 150,000 250 , 000 50 , 000 100,000 75.000 100,000 100 , 000 50.000 124 , 000 20,000 50,000 -

For the Earth Week project as outlined in your proposal


For the transparency fund For Tennessee Votes For general operations To increase the organ ization's development capacity For the transparency fund For the Center for Fiscal Policy For the school board training and climate change conference For Chicago Careers in Journalism To establish the Jack Miller Post-Doctoral Fellowships To establish the Jack Miller post-doctoral fellowships For Project #12774 - the Jack Miller Post-Doctoral Fellowship To establish the Jack Miller Post-Doctoral Fellowships For the transparency fund Freedom & Prosperity agenda For general operations

22904-4 54-1682176 19805 20155 20155 76248 23-1352688 54-1870848 54-1870848 11-3729455

Washington Legal Foundation Washington Legal Foundation Washington Policy Center


Washington Policy Center Washington Policy Center

2009 Massachusetts Avenue, NW 2009 Massachusetts Avenue , NW PO Box 3643


PO Box 3643 PO Box 3643

Washington Washington Seattle


Seattle Seattle

DC DC WA
WA WA

20038 52-1071570 20036 52-1071570 98124-3 91-1752769


98124-3 91-1752769 98124-3 91-1752769

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


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

2,000 5,000 35,000


50.000 20,000

For general operations For general operations For government transparency work
For climate change projects For the organization ' s transparency project

West Dallas Community School Yale University


Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Yankee Institute Young Ameri ca's Foundation Young America ' s Foundation Young America ' s Foundation Young America 's Foundation Young Life

2300 Canada Drive 124 Prospect Street, Room 311


PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 PO Box 260660 110 Elden Street . Suite A 110 Elden Street, Suite A 110 Elden Street , Suite A 110 Elden Street, Suite A PO Box 520

Dallas New Haven


Hartford Hartford Hartford Hartford Hartford Hartford Hartford Herndon Hemdon Herndon Hemdon Colorado Springs

TX CT
CT CT CT CT CT CT CT VA VA VA VA CO

75212 06520
06128 06126 06128 06126 06126 06128 06126

75-2578975 06-0646973
52-1358144 52-1358144 52-1358144 52-1358144 52-1358144 52-1358144 52-1358144

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


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

10,000 50 , 000
26,000 61,000 68,000 26,000 26.000 26,000 26,000 4,000 1,500 150 , 000 10,000 3,000 70.858,213

To sponsor a child To establish the Jack Miller Post-Doctoral Fellowship


For general operations For the transparency fund For the Grassroots Action Project For general operations For general operations For general operations For general operations For general operations and support of the Reagan Ranch For the Reagan Ranch For the National Journalism Center For general operations To benefit Young Life and Teen FLOW of Midland, TX

20170-4 23-7042029 20170-4 23 - 7042029 20170-4 23-7042029 20170-4 23-7042029 80901 84-0385934

TOTAL GRANTS

Schedule I Part II Line 1 Page8 of 8

Donors Capital Fund, Inc

54-1934032

Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990 , Page 2, Part III , Line 1 (continued) Briefly describe the organization's mission:
health, environment, economics , governance , foreign relations , and arts and culture;and which encourage philanthropy and individual giving and responsibility as an answer to society ' s needs , as opposed to governmental involvement.

Form 990, Page 6, Line 17 States Form 990 Filed In Connecticut


Florida Illinois New York Tennessee Virginia Washington New York