Académique Documents
Professionnel Documents
Culture Documents
Form
990
Treasu ry a Service
OMB No 1545-0047
2006
Open to Public Inspection
De pa rtme nt IIntenal
The organization may have to use a copy of this return to satisfy state reporting requirements
A
B
11
Address change Name change Initial return Final return Amended return
Donors Trust ,
Inc.
Room/swte E
52-2166327
Telephone number
Number and street (or P 0 box if mail is not delivered to street addr)
sP
mstruc lions
(703)
A ccou metho n9
535-3563
Cash Accrual
Alexandria
VA
22314-2903
other (specify)
u Yes Yes No u No
Section 501(c)(3) organizations and 4947(aXl) nonexempt charitable trusts must attach a completed Schedule A (Form 990 or 990- EZ).
H and I are not applicable to section 527 organizations H (a) Is this a group return for affiliates' H (b) If 'Yes,' enter number of affiliates 0' H (C) Are all affiliates included' ( if 'No,' attach a list See instructions )
G J K
If the organization is not a 509(a)(3) supporting organization and its Check here gross receipts are normally not more than $25,000 A return is not required, but if the organization chooses to file a return, be sure to file a complete return
organization covered by a group ruling ' F ]Yes I M Grou p Exem p tion Number Check ^ 1" N/A If the organization is not required
n No
to attach Schedule B (Form 990, 990-EZ, or 990-PF) L Gross recei p ts. Add lines 6b, 8b, 9b, and lOb to line 12 11 5 , 918, 698. Part I Revenue . Expenses . and Chances in Net Assets or Fund Balances (See the instructions-) 1 Contributions , gifts, grants , and similar amounts received: a Contributions to donor advised funds b Direct public support (not included on line 1a) c Indirect public support (not included on line 1a) d Government contributions (grants) (not included on line 1a)
e Total (add l i ne s la throuugh gh 1a through Id) (cash $ 4 r
1a 1b 1c 1d
636 , 003 . )
1e
2 3 4 5 _ 6c 7
9 R
Program service revenue including government fees and contracts (from Part VII, line 93) Membership dues and assessments Interest on savings and temporary cash investments 5 Dividends and interest from securities 6a 6a Gross rents 6b b Less rental expenses c Net rental income or (loss) Subtract line 6b from line 6a W 7 Other investment income (describe (B) Other ( A) Securities 8 a G ross amoun t f rom sa l es o f ass ets other 425, 673. 8a than inventory 407,013. 8b b Less cost or other basis and sales expenses 18,660. See L-8 Stmt 8c c Gain or (loss ) (attach schedule ) d Net gain or (loss). Combine line 8c , columns (A) and (B) 'LJ 9 Special events and activities (attach schedule ) If any amount is from gaming , check here of contributions $ a Gross revenue (not including 9a reported on line 1 b) 9b b Less : direct expenses other than fundraising expenses c Net income or (loss) from special events Subtract line 9b from line 9a 10a 10a Gross sales of inventory , less returns and allowances 2 3 4 10 b b Less : cost of goods sold c Gross profit or ( loss) from sales of inventory (attach schedule). Subtract line 10b from line 10a ^^^^ g^ $^i^ 11 Other revenue (from Part VII, line 103) IVED l^ 12 Total revenue. Add Imes 1e , 2, 3, 4, 5, 6c, 7, 8d , 9c, 10c , Vnd 11 RECE 13 Program services (from line 44 , column (B)) AUG 14 Management and general (from line 44 , column (C)) 7 2007 r` Fundraising (from line 44 , column (D)) 15
8d
18,660.
9c
E x
P E N E
10c 11 12 13 14 9C 15 16 17 18 19 20 21 01/18/07
12,441. 5 , 511 , 685. 3 , 237 , 702. 36 , 472. 231,576. 3 , 505 , 750. 2, 005 935. 2 , 566 , 443. 38,572. 4,610,950. Form 990 (2006)
{I pT 16 Payments to affiliates (attach schedule) E " , UJ Total ex penses . Add lines 16 and 44, column A S 17 A 18 Excess or (deficit) for the year Subtract line 17 from line 1 N 5 19 Net assets or fund balances at beginning of year (from line 73 , column (A)) Other changes in net assets or fund balances (attach explanation) T T 20 s 21 Net assets or fund balances at end of year Combine lines 18, 19, and 20 BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions .
.A0101
Part II
-7
Donors Trust, Inc. 52-2166327 Statement of Functional Ex p enses All organizations must complete column (A). Columns (B), (C), and CD) are required for section 501 (c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts (A) Total (B) Program services u options for others. ( D) Fundraising (C) Management and general
Do not include amounts reported on line 6b, 8b, 9b, 10b, or 16 of Part I 22a Grants paid from donor advised funds (attach sch) (cash $ 2,613,820. non-cash $ 0. If this amount includes foreign grants, check here u 22b Other grants and allocations (aft sch)
22a
2,613,820.
2,613,820.
(cash
non-cash
$
$
81,475.
22b 23 24
81,475. 0. 0.
81,475. 0. 0.
Specific assistance to individuals (attach schedule ) Benefits paid to or for members (attach schedule )
132 , 468.
71,135.
10,995.
50,338.
25b
0 .
0.
0.
0.
25c 26 27 28 29 30 31 32 33 34 35 36 37
38
0. 137, 629. 12,103. 6,944. 18, 630. 0. 39 ,019. 43 ,556. 8,837 . 6, 752 . 5,323 . 29 ,265. 6,668 .
18 ,178.
0. 73,907. 6,499. 3,729. 10,004. 0. 34,978. 43,380. 4,745. 4,068 . 3,479. 15,391. 0.
11,057.
0. 11,423. 1,005. 576. 1,546. 0. 2,766. 30. 733. 463. 318. 2,392. 1,150.
1,228.
0, 52,299. 4,599. 2,639. 7,080. 0. 1,275. 146. 3,359. 2,221. 1,526. 11,482. 5,518.
5, 893 .
29 30 31 32 33 34 35 36 37
38 40 41
lines 25a - 27 Payroll taxes Professional fundraising fees Accounting fees Legal fees Supplies Telephone Postage and shipping Occupancy Equipment rental and maintenance
Printing and publications Conferences , conventions , and meetings Interest
39 Travel
39
40 41
57, 116.
45,161.
0.
11,955.
42
43
_ _ _ in aAdver t ising _ & _ marke t_ _ q __ _ bDues & Com pliance _ c ------------------Utilities dWebsite Costs ------------------e ------------------Insurance f Writer/research/editor fees
-------------------
9 ------------------44 Total functional expenses. Add lines 22a throw h 43g (Or nizations completing columns 3,237,702. 36,472. 231,576. 44 3,505 ,750. B - D,car tEse totals to lines 13.15 if you are following SOP 98-2 Joint Costs . Check No 1-0 Yes Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? , (ii) the amount allocated to Program services $ If 'Yes,' enter (1) the aggregate amount of these joint costs $ and (iv) the amount allocated $ (iii) the amount allocated to Management and general to Fundraising $ Form 990 (2006) BAA TEEA0102 01/23107
Donors Trust, Inc. Form 990 2006 Statement of Program Service Accomplishments Part III
52-2166327
Pa g e 3
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accu rate a nd fu lly describes, in Part III, the organization's programs a nd acco mpli s hmen ts _ _ _e_me_n _S_ee S_ta_t _t, _Atta_c_h_ed_ _ _ _ _ _ _ _ What is the organization ' s primary exempt purposes 1 All organizations must describe their exempt purpose achievements in a clear and concise manner. State the number of
clients served , publications issued , etc Discuss achievements that are not measurable . (Section 501 (c)(3) and (4) organizations and 4947 (a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others )
a See Statement( _Attached _(DAF Program) ---- --------- --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------If this amount includes forei g n g rants, check here 2 , 613 820. Grants and allocations bSee Statement,_Attached_(NPS Program)__________________________
2,925 , 344.
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------If this amount includes forei g n g rants, check here 0 . $ (Grants and allocations c See Statement,_Attached_(CCAP Program)_________________________ -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------(Grants and allocations S 0 . ) If this amount includes foreion orants . check here 1-1-71 _Attached_(PPAA Program)_________________________ dSee Statement, -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------(Gra nts and allocations S 0 . ) If this amount includes foreion orants. check here
e Other program services See Statement , Attached
109,263.
92,584.
0 . ) If this amount includes foreign grants, check here 0' n $ (Grants and allocations Service Expenses (should equal line 44 , column (B), Program services) f Total of Program BAA
TEEA0103
01/18/07
Form 990 2006) Donors Trust, Inc. Balance Sheets (See the instructions.) Part IV
Note : 45 Where required, attached schedules and amounts within the description column should be for end-of-year amounts only. Cash - non-interest-bearing .
52-2166327
(A) Beginning of year 45
Pa g e 4
(B) End of year
46
1,533 , 906. 46
3 , 328,690.
47b
48a 48b
81,608. 47c
85,080.
50 a Receivables from current and former officers, directors, trustees, and key employees (attach schedule) b Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) (attach schedule)
A
s E T
51 a Other notes and loans receivable (attach schedule) b Less allowance for doubtful accounts 52 Inventories for sale or use
51 a 51 b
51 c 52
53
470. 53
948, 556. 54a 54b
6,450.
1, 179, 864.
L-54aStmt: B Cost B FMV 54a Investments - publicly-traded securities Cost FMV b Investments - other securities (attach sch) 55a 28,974. 55a Investments - land, buildings, & equipment basis b Less. accumulated depreciation
(attach schedule)
L-55 Stmt
55b
57a 57b
16,844.
5,698. 55c
56
12,130.
56 Investments - other (attach schedule) 57a Land, buildings, and equipment: basis b Less accumulated depreciation (attach schedule) 58 Other assets, including program-related investments
57c
(describe ^
59 60 61
Deposits _______________________)
1,934. 58
2,572,172. 5,729. 59 60 61
1,875.
4,614,089. 3,139.
Total assets (must eq ual line 74) Add lines 45 throug h 58 Accounts payable and accrued expenses Grants payable
L
B
L T
62
63
Deferred revenue
62
63 64a 64b 65 5,729.. 66
E S
Loans from officers, directors, trustees, and key employees (attach schedule) 64a Tax-exempt bond liabilities (attach schedule) b Mortgages and other notes payable (attach schedule) ______________________) _ 65 Other liabilities (describe ^ 66 Total liabilities . Add lines 60 throw h 65 Organizations that follow SFAS 117, check here ^ through 69 and lines 73 and 74 Q and complete lines 67
3,139.
67 68 69
2, 566, 443. 67 68 69
4, 610, 950.
o N D
B A A 2
[ and complete lines Organizations that do not follow SFAS 117, check here 70 through 74 70 Capital stock, trust principal, or current funds 71 Paid-in or capital surplus, or land, building, and equipment fund 72 Retained earnings, endowment, accumulated income, or other funds 73 74 Total net assets or fund balances . Add lines 67 through 69 or lines 70 through 72 (Column (A) must equal line 19 and column (B) must equal line 21) Total liabilities and net assets/fund balances . Add lines 66 and 73 2 , 566 , 443. 2,572,172.
E BAA
TEEA0104
01/18/07
Donors Trust,
Inc.
52-2166327
Pa g e 5
Part IV-A Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the
instructions.)
a b Total revenue, gains, and other support per audited financial statements Amounts included on line a but not on Part I, line 12: 1 Net unrealized gains on investments 2Donated services and use of facilities a b1 b2 38,572. 5 , 550,257.
b3 b4
b 38 , 572.
c
d
5,511,685.
............. d2l
1-1 d e 5,511,685.
--------------------------- ---------Add lines dl and d2 Total revenue (Part I, line 12) . Add lines c and d
Part IV-B Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
a b Total expenses and losses per audited financial statements Amounts included on line a but not on Part I, line 17: 1 Donated services and use of facilities 2Prior year adjustments reported on Part I, line 20 3Losses reported on Part I, line 20 4Other (specify): --------------------------------------------------------- -----------Add lines b1 through b4 a b1 b2 b3 b4 3,505,750.
c
d
3,505,750.
-d e
3, 505, 750.
Part V-A
Current Officers , Directors , Trustees , and Key Employees (List each person who was an officer, director, trustee, or key emDlovee at any time during the year even if they were not compensated.) (See the instructions)
(A) Name and address (B) Title and average hours per week devoted to position (C) Compensation ( f not paid , enter -0-) (D) Contributions to employee benefit plans and deferred compensation plans (E) Expense account and other allowances
Kimber ly g_Dennis
c/o Donors-Trust ---------------------
President
James-Piereson --------------------c/o Donors-Trust _________
0.
0.
0.
0.
0.
0.
Director Daniel-C Searle -------------------c/o Donors-Trust --------------------See List of Officers, Etc. Statement --------- ---------------------------BAA TEEAO1O5
0.
0.
0.
Vice-President
0.
0.
0.
01n8/07
Inc.
52-2166327
Page 6
Part V-A Current Officers , Directors , Trustees , and Key Em ployees (continued)
01 6_ _ _ _ _ _ _ _ _ _ 75a Enter the total number of officers, directors, and trustees permitted to vote on organization business as board meetings b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships? If 'Yes,' attach a statement that identifies the individuals and explains the relationship(s) c Do any officers, directors, trustees, or key employees listed in form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation f rom any o th er organiza t ions, w h e th er t ax exemp t or t axa bl e, th a t are re l a t e d to the organization? See the instructions for the definition of 'related organization' If 'Yes,' attach a statement that includes the information described in the instructions.
Yes
No
75b X
75c
75d X d Does the organization have a written conflict of interest policy? Part V- B Former Officers , Directors , Trustees , and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column. See the instructions.) (D) Contributions to (E) Expense (C) Compensation employee benefit account and other (if not paid , ( B) Loans and (A) Name and address plans and deferred allowances Advances enter - 0-) compensation plans N/A------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Yes No
X X X
X X
-80a Is the organization related (other than by association with a statewide or nationwide organization ) through common 80a membership , governing bodies , trustees , officers, etc, to any other exempt or nonexempt organization? Donors Capital _Fund, Inc. b If 'Yes,' enter the name of the organization ^ --- ------nonexempt and checkwhetheritis X exempt or 81 a 0 . 81 a Enter direct and indirect political expenditures (See line 81 instructions ) 81 b b Did the organization file Form 1120- POL for this year? BAA
TEEA0106
01/18/07
Donors Trust,
Inc.
52-2166327
Pa e7
'
Yes
No
X
X N/ X
N/ N/
N/ N/
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? 86 501(c)(7) organizations Enter: a Initiation fees and capital contributions included on 86a line 12 86b b Gross receipts, included on line 12, for public use of club facilities 87a 87 501(c)(12) organizations. Enter a Gross income from members or shareholders b Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) 87b
88 a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301.7701-3? If 'Yes,' complete Part IX
88a
X X
b At any time during the year, did the organization , directly or indirectly , own a controlled entity within the meaning of D' 88b section 512 (b)(13)? If 'Yes ,' complete Part XI Amount of tax imposed on the organization during the year under 89a 501 (c)(3) organizations Enter : , section 4955 ^ section 4911 ^ , section 4912 1 ------------------------------b 501(c)(3) and 501 (c)(4) organizations Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If 'Yes ,' attach a statement
89b
0.
X
89g
b Number of employees employed in the pay period that includes March 12, 2006 190b1 4 (See instructions.) Telephone number ^ Donors Trust -(703) 535-3563 91 a The books are in care of ^ ---------------------------- - ---- ---
VA____________________
22314_2903
Yes 91 b No X
b 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)? If 'Yes,' enter the name of the foreign country ^ See the instructions for exceptions and filing requirements for Form TD F 90-22 .1, Report of Foreign Bank and Financial Accounts BAA
TEEA0107
01/18/07
Inc.
52-2166327
ag e 8
Part VI
Yes
No
X 1110.
c At any time during the calendar year, did the organization maintain an office outside of the United States? If 'Yes,' enter the name of the foreign country 11, _____________________ 92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041- Check here and enter the amount of tax-exem p t interest received or accrued during the tax year
92
Excluded by section 512, 513, or 514 (C) Exclusion code (D) Amount Related (or exempt function income
(B) Amount
501
c d e
f Medicare/Medicaid payments g Fees & contracts from government agencies 94 Membership dues and assessments 95 Interest on savings & temporary cash invmnts Dividends & interest from securities Net rental income or (loss) from real estate a debt-financed property b not debt-financed property 98 Net rental income or (loss) from pers prop 99 Other investment income 96 97 100
101 102 103
14 14
39 980. 71,746.
b Misc revenue c d e 104 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E))
Nntp- I ,ne 1115 nlus hop 1e. Part I. should equal the amount on line 12. Part I
1.
386.1 W
514,324. 644,710.
Part VIII Relationshi p of Activities to the Accom plishment of Exem pt Purposes (See the instructions. )
Line No . V Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization ' s exempt purposes (other than by providing funds for such purposes).
103a In 2006 the Or g anization chan g ed accountin g software. This revenue is an ad'. to the book's be g . bal. made by the Or ganization's auditors to adjust be g . bal. in new software to p revious y ear's audited numbers.
Part IX Information Reg ardin g Taxa ble Subsidiaries and Disreg arded Entities (See the instructions.)
(A) Name , address , and EIN of corporation, partnership, or disregarded entity (B) Percentage of ownership interest $
N/A
Part X
a Did the organization, during the year, receive any funds, directly or indirectly, to pay b Did the organization, during the year, pay premiums, directly or Inc Note : If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions) BAA
Inc.
52-2166327
Pa g e 9
Part XI
Information Regarding Transfers To and From Controlled Entities . Complete only if the
N/A
s r No
(D Amount o transfer
------------------------------------------------
- --------------------------------------------------
Totals
Yes 107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If 'Yes,' com p lete the schedule below for each controlled entity (A) Name, address, of each controlled entity ------------------------(B) Employer Identification Number (C) Description of transfer (D) Amount of transfer No
------------------------------------------------- --------------------------------------------------
Totals Yes 108 Did the organization hav a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and estlon 07 above? annuities described in
Under pen true, corre ies pf ntl I dec De a that I have exams ration of preparer d is eturn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is r based on all information of which preparer has any knowledge
No
Please
Sign Here
^
Sign fficer
I
Date
14
&Q
2c
Paid
Prearer' s
Se
Preparer's s i gnature
Che ck
- 0
if 11i
14 J-
employed
em Ioyed),
aIP+4
/^^_^
EIN
7
09& 0
s,
Form 990 (2006)
O n ly
BAA
,and
Phone no
TEEAO110
01/19/07
OMB No 1545-0047
2006
Inc.
52-2166327
Part I
I Compensation of the Five Highest Paid Employees Other Than Officers , Directors , and Trustees (See instructions. List each one. If there are none. enter 'None.')
(a) Name and address of each employee paid more than $50, 000 (b) Title and average hours per week devoted to position (c) Compensation (d) Contributions to employee benefit plans and deferred compensation (e) Expense account and other allowances
40+ 40+
71,799. 64,846.
10 , 728. 1 , 375.
0. 0.
Joy Simington --------------Pro g ram Admin. Address in c/o taxp ay er --------------------------------------------------------------------------Total number of other employees paid over $50,000
Part II - A 1 Compensation of the Five Highest Paid Independent Contractors for Professional Services (See instructions. List each one (whether individuals or firms). If there are none, enter 'None.')
(a) Name and address of each independent contractor paid more than $50,000 None ----------------------------------------(b) Type of service I (c) Compensation
0-1 None $50,000 for professional services Part II - B Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter 'None.' See instructions.)
(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service I (c) Compensation
None -----------------------------------------
Total number of other contractors receiving None over $50,000 for other services BAA For Paperwork Reduction Act Notice , see the Instructions for Form 990 and Form 990-EZ.
lEEA0401 01/19/07
Donors Trust,
Inc.
-2166327
Page2
YesI No
uunng the year , nas the organization anemptea to inrwence nauonai , state , or local legislation , incwaing any attempt to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid I- $ or incurred in connection with the lobbying activities (Must equal amounts on line 38 , Part VI-A, or line i of Part VI-B) Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other organizations checking ' Yes' must complete Part VI- B AND attach a statement giving a detailed description of the lobbying activities.
During the year , has the organization , either directly or indirectly , engaged in any of the following acts with any substantial contributors , trustees , directors , officers , creators , key employees , or members of their families, or with any taxable organization with which any such person is affiliated as an officer , director , trustee , majority owner , or principal beneficiary ? (If the answer to any question is 'Yes ,' attach a detailed statement explaining the transactions )
a Sale , exchange, or leasing of property? b Lending of money or other extension of credit? c Furnishing of goods, services, or facilities?
X X
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? e Transfer of any part of its income or assets? 3a Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an explanation of how the organization determines that recipients qualify to receive payments) b Did the organization have a section 403(b) annuity plan for its employees? c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' attach a detailed statement d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 4a Did the organization maintain any donor advised funds? If 'Yes,' complete lines 4b through 4g If 'No,' complete lines .. 4fand4g b Did the organization make any taxable distributions under section 4966?
3c 3d 4a X
X X
4bl 4cl
W '
X X
54
c
Did the organization make a distribution to a donor, donor advisor, or related person? d Enter the total number of donor advised funds owned at the end of the tax year e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included on line 4d) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year BAA TEEn0402 04/04/07 ^
3,813,857.
0 0.
Donors Trust,
Inc.
52-2166327
Page 3
Part IV
I certify that the organization is not a private foundation because it is (Please check only ONE applicable box.) 5 6 7 8 9 u A church , convention of churches, or association of churches. Section 170 (b)(1)(A)(i) u A school section 170(b)(1)(A)( ii). (Also complete Part V.) u A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii). u A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v). u A medical research organization operated in conjunction with a hospital Section 170( b)(1)(A)(iii) Enter the hospital's name, city, and state
---------------------------------------------------------
10
u An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(rv) (Also complete the Support Schedule in Part IV-A.)
11 a
An organization that normally receives a substantial part of its support from a governmental unit or from the general public Section 170 (b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.)
11 b u A community trust. Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.) 12 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 charitable, etc, functions - subject to certain exceptions, and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.) An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the requirements of section 509 (a)(3). Check the box that describes the type of supporting organization: u Type I u Type III -Other u Type III - Functionally Integrated u Type II Provide the following information about the supported organizations . (See instructions ) b Employer identification number (EIN) c Type of organization (described in lines 5 through 12 above or IRC section) Is the supported (e) Amount of support
13
organization listed in
the supporting organization's governing
documents?
Yes No
Total 14 u An organization organized and operated to test for public safety Section 509(a)(4). (See instructions.) Schedule A (Form 990 or 990 -EZ) 2006 BAA
TEEao407 01/22/07
Donors Trust, Inc. Schedule A Form 990 or 990- EZ) 2006 52-2166327 Part IV-A Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting. Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting Calendar year or fiscal ear y beginningin) ( 15 Gifts, grants, and contributions received (Do not include (a) 2 00 5 (b) 2 004 (c) 2 00 3 (d) 2 002 To tal
Pa g e 4
2, 805, 881.
1 , 585 , 251.
1,020 , 852.
1 , 067 , 912.
6 1 479 , 896.
16 17
Membershi p fees received Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's
432 078.
342, 052.
189, 383.
102 129.
1,065 , 642.
45, 954.
14,874.
7,851.
8 , 276.
76,955.
21
a Enter 2% of amount in column (e), line 24 Organizations described on lines 10 or 11 : b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly suppor t e d organiza t ion) w h ose t o t a l gi ft s f o r 2002 throu g h 2005 exceeded the amount shown in line 26a . Do not file this list with y our
26b
^ 26c
2 , 481,631.
6, 556,851.
22
e Public support (line 26c minus line 26d total)
26b
2, 481, 631.
26d
26e
2 , 558 , 586.
3 1 998 , 265.
f Public su pport perce nta ge ine 26e (numerator) divided by line 26c (denominator))
27
^ 26f
60.98 %
Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person,' prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person ' Do not file this list with your return . Enter the sum of such amounts for each year (2005) ------------ (2004)------------ (2003)------------ (2002)----------bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11 b, as well as individuals) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2005) ------------ (2004)------------ (2003)------------ (2002)-------16 15 c Add Amounts from column (e) for lines 21 20 ' 27 c 17 ^ 27d and line 27b total d Add Line 27a total e Public support (line 27c total minus line 27d total) 0-1 27f f Total support for section 509(a)(2) test: Enter amount from line 23, column (e) g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) h Investment income percenta ge ine 18, column a numerator divided by line 27f (denominator)) ' 27e _ ^ 27 27h
% %
Unusual Grants : For an organization described in line 10, 11, or 12 that received any unusual grants during 2002 through 2005, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15. Schedule A (Form 990 or 990-EZ) 2006 BAA TEEAO403 01/19/07 28
Inc.
52-2166327
Pa g e 5
= Part V
(To be completed ONLY by schools that checked the box on line 6 in Part IV)
29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? Has the organization publicized its raciall y nondiscriminatory policy through newspa per or broadcast media during the period of solicitation for students , or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? If 'Yes,' please describe ; if 'No,' please explain . ( If you need more space , attach a separate statement )
N/A
Yes No
..1 29
30
30
31
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------32 Does the organization maintain the following: a Records indicating the racial composition of the student body , faculty , and administrative staff? b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? c Copies of all catalogues , brochures , announcements , and other written communications to the public dealing with student admissions , programs , and scholarships? d Copies of all material used by the organization or on its behalf to solicit contributions? If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement.)
t 32a 32b
32c
33
Does the organization discriminate by race in any way with respect to. a Students' rights or privileges? b Admissions policies? c Employment of faculty or administrative staff? d Scholarships or other financial assistance? e Educational policies? f Use of facilities? g Athletic programs? h Other extracurricular activities? If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement )- - - 33a33b 33c 33d 33e 33f 33 33 h
----------------------------------------------------------------------------------------------------------------34a Does the organization receive any financial aid or assistance from a governmental agency? b Has the organization's right to such aid ever been revoked or suspended? If you answered 'Yes' to either 34a or b, please explain using an attached statement 35 Does the organization certify that it has com p lied with the a pp licable requirements of sections 4 01 through 4 05 of Rev Proc 75-50 , 1975-2 C B 587 , covering racial nondiscrimination ? If 'No.' attach an explanation.
TEEA0404 01/19/07
34a 34b
BAA
1 35 orm 990 or
Donors Trust,
Inc.
52-2166327
Pa g e 6
-- Part VI-A
Check ^ a I
41
42 43 44
42 43 44
amount
Lobbying ceiling amount ( 150% of line 4 5(e)) Total lobbying
0.
0.
0.
0. 0.
0. 0.
0. 0.
expenditures
(For reporting only by organizations that
0.
0.
0.
X i Total lobbying expenditures (add lines c through h.) If 'Yes ' to any of the above , also attach a statement giving a detailed description of the lobbying activities BAA Schedule A (Form 990 or 990 - EZ) 2006
TEEA0405 01/19/07
Donors Trust,
Inc.
52-2166327
Pa g e 7
Part VII
51
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See instructions)
Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c ) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations? Yes No a Transfers from the reporting organization to a noncharitable exempt organization of 51 a 1 (i)Cash . . X
(H)Other assets
a ii
X
X X X X X X X
b Other transactions. b (i ) ()Sales or exchanges of assets with a nonchantable exempt organization b ii (ii)Purchases of assets from a noncharitable exempt organization b iii (iii)Rental of facilities, equipment, or other assets b rv (v) Reimbursement arrangements b v (v)Loans or loan guarantees b vi (vi)Performance of services or membership or fundraising solicitations c c Sharing of facilities, equipment, mailing lists, other assets, or paid employees d If the answer to any of the above is 'Yes,' complete the following schedule. Column (b) should always show the fair ma rket value of the goods, other assets, or services given by the reporting organization If the organization received less than fair mark et value in an transaction or sharin arran g ement, show in column d the value of the goods, other assets, or services received: (a) Line no (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
52a Is the organization directly or indirectly affiliated with, or related to , one or more tax-exempt organizations described in section 501 (c) of the Code (other than section 501 (c)(3 )) or in section 527?
. ^
Yes
XX
No
BAA
TEEAD406 01/19/07
Schedule of Gains and Losses from Sale of Assets Other than Inventory
Attach to return
2006
Inc.
Securities
Description
Publicly Traded Securities
Basis
407,013. 407,013.
Sellin g Ex p enses
Basis
Nonpublic Securities
Cost, other basis or FMV when donated (State which on top) -------------------------------------------------
Description
425, 673.
Other Assets
Date Sold and to Whom Gross Sales Price Cost, other basis or FMV when donated Cost Depreciation Basis Donation FMV Cost Depreciation Basis Donation FMV Cost Depreciation Basis Donation FMV Cost Depreciation Basis
Donation FMV
Description
___________ ----------- --------- --- -----___________ ----------- --------- -- ------___________ ----------- --------- ---- ----___________ ----------- --------- -- - - -----
2006
Employer Identification No 52-2166327
Compensation
(A) Total (B) Program services 62,104 . (C) Management and general 9,599 . (D) Fundraising
Name
Whitney L Ball
115,650.
43,947.
115 , 650.
62,104.
9,599 .
43,947.
Contributions to Employee Benefit Plans & Deferred Compensation Plans (A) Total (B) Program services 9 ,031. (C) Management and general 1,396. (D) Fundraising
Name
Whitney L Ball
16, 818.
6,391.
6 , 818.
9 , 0-31.
,396.
,391.
Name
Total Expense Account and Other Allowances Total to Part II Line 25a
st990125a 5CR 02/04107
132 468.
71,135.
10 , 995.
50,338.
52-2166327
Form 990, Page 5, Part V-A List of Officers , Etc. Statement (A) Name and address (B) Title and average hours per week devoted to position (C) Compensation (if not paid, enter -0-) (D) Contributions to employee benefit plans and deferred compensation (E) Expense account and other allowances
William J Hume c/o Donors Trust ALL MAY BE REACHED C/O DONORSTRUST
Director 0
0.
0.
0.
1,179,864.
(a) Cost/Other
(b) Accumulated
Basis
Office furniture & equipment Total 28,974. 28,974.
Depreciation
16,844. 16,844. 12,130. 12,130.
52-2166327
Supporting Statement of: Form 990 p 1/Line le - Noncash Description Value of marketable securities received Total Amount 636,003. 636,003.
Description
Unrealized gain on marketable securities Total
Amount
38,572. 38,572.
Description
Cash grants to public charities from DAFs Total
Amount
2,613,820. 2, 613, 820.
Description
Cash grants to public charities Total
Amount
2,613,820. 2,613,820,
Description
Cash grants to public charities Total
Amount
81,475. 81,475.
52-2166327
Description
Cash grants to public charities Total
Amount
81,475. 81,475.
Description
Medical, Total parking, misc
Amount
3,729. 3,729.
Description
Medical, parking, Total misc
Amount
576. 576.
Description
Medical, Total parking, misc
Amount
2,639. 2,639.
Description
Grants from donor advised fund program Total
Amount
2,613,820. 2,613,820.
52-2166327
Description
Due from Donors Capital Fund Total
Amount
85,080. 85,080.
Description
Due from Donors Capital Fund Total
Amount
81,608. 81,608.
Description
Misc prepaid expenses Total
Amount
470. 470.
Supporting Statement of: Form 990 p 4/Line 53, column (B) Amount 6,450. 6,450.
Supporting Statement of: Form 990 p 4/Line 55c, column (A) Amount 5,698. 5,698.
52-2166327
Supporting Statement of: Gain or Loss Statement/Public sales price Description Gross proceeds from sale of mutual funds Total Amount 425,673. 425,673.
Supporting Statement of: Gain or Loss Statement/Public cost amount Description Basis in mutual funds Total (avg cost basis) Amount 407,013. 407, 013.
Supporting Statement of: Lines 55 & 57 Statements/Line 55, Description Accumulated depreciation Accumulated Depr-l Amount 16,844.
52-2166327
Continued
Description
Amount
Total
16,844.
I.o
52-2166327
- - - - - - - - - - - - - -
DESCRIPTION OF PROGRAM SERVICE D - PROJECT OF PERCEPTIONS OF AMERICANS ABROAD (PPAA) THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD IS A RESEARCH PROJECT WHICH AIMS TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS EXPRESSED AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN INTERVIEWS SPECIALLY CONDUCTED FOR THIS PROJECT.
Form 990
DESCRIPTION OF PROGRAM SERVICE E - THE PROJECT ON FAIR REPRESENTATION (PFR) THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN THE FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT.
Form 99 0 p 7: Line 90a Part VI, Line 90a AK,AL,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,LA, MA,MD , ME,MI,MN, MO,M S ,NC,ND,NH,NJ ,NM,NY, OH,OK, OR,PA,RI, SC,TN ,UT,VA, WA,WI,WV.
wr
52-2166327
Form 990
PART III, PRIMARY EXEMPT PURPOSE SUPPORT CHARITIES 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 RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Form 990p33: Accomplishments-a DESCRIPTION OF PROGRAM SERVICE ONE - DAF PROGRAM A DONOR ADVISED FUND (DAF) PROGRAM THAT ALLOWS CONTRIBUTORS TO THE DAF TO ADVISE GRANTS THAT SUPPORT CHARITIES 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 RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.
Form 9903: Accomplishments-b DESCRIPTION OF PROGRAM SERVICE B - NEW PHILANTHROPY STUDIES (NPS) THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A PROGRAM OF DONORSTRUST THAT ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING TO BETTER UNDERSTAND THE ROLE OF VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL COOPERATION AND DISTRIBUTION OF PRIVATE AND PUBLIC GOODS.
Form 990_3: AccoMplishments-c DESCRIPTION OF PROGRAM SERVICE C - CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP) THE CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY IS A PROGRAM DESIGNED TO RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATION, IN PARTICULAR, ISSUES OF PRODUCTIVITY, EFFICIENCY, ACCOUNTABILITY, AND TRANSPARENCY.
Wr Donors Trust, Inc. Form 990 - 2006 Grants from DAFs Part II - Line 22a Grantee Address
161 Ottawa NW, Suite 301 P O Box 266 213 South Erwin Street 1501 Lee Highway 1050 17th Street, NW, Suite 520 3 Chevy Chase Circle 1157 Lexington Avenue 15333 North Pima Road, Suite 165 1660 L Street N W , Suite 1000 P O Box 188350 1726 M Street NW, Suite 802 1995 Broadway, 2nd Floor 1150 Seventeenth Street, NW 509 C Street, NE 1 Battery Park Plaza, Floor 25 2000 North 14th Street, Ste. 550 10 Rockefeller Plaza PO Box 1413 165 East 56th Street 1611 N Kent Street, Suite 901 20 N Wacker Drive, Suite 3330 1726 M Street, NW 10th Floor 1920 L Street NW, Suite 200 2001 L St NW Ste 106 155 East Superior Street 1645 Prince Street 2000 N 14th Street, Suite 550 1650 Tysons Blvd., Suite 140 200 N Glebe Road, Suite 1050 4101 College Station 350 5th Avenue, 4th FL PO Box 35090 Post Office Box 931 PO Box 97 100 Lake Hart Drive, Dept 2400 1513 16th Street, NW 881 7th Avenue PO Box 327 1000 Massachusetts Avenue, N W PO Box 910 1233 20th Street, NW, Suite 300 PO Box 741 4401 Wilshire Blvd., 4th FL 937 W Foothill Blvd, Suite E 394 Taugwonk Road 1111 Park Avenue 560 5th Street, NW, Suite 110 1001 Connecticut Avenue, Suite 1250 159 Sapsucker Woods Road 907 Maryland Avenue, NE Grand Rapids, MI 49503 Windham, NY 12496 Cartersville, GA 30120 Arlington, VA 22209 Washington, DC 20036 Chevy Chase, MD 20815 New York, NY 10021 Scottsdale, AZ 85260 Washington, DC 20036 Sacramento, CA 95818 Washington, DC 20036 New York, NY 10023 Washington, DC 20036 Washington, DC 20002 New York, NY 10004-1405 Arlington, VA 22201 New York, NY 10020 Ashburn, VA 20147 New York, NY 10022-2709 Arlington, VA 22209 Chicago, IL 60606 Washington, DC 20036 Washington, DC 20036 Washington, DC 20036 Chicago, IL 60611 Alexandria, VA 22314 Arlington, VA 22201 McLean, VA 22102 Arlington, VA 22203 Brunswick, me 040112 New York, NY 10018-0110 Los Angeles, CA 90035 Camarillo, CA 93011 Plymouth, VT 05056 Orlando, FL 32832 Washington, DC 20036-1480 New York, NY 10019-3210 Grand Rapids, MI 49501-0327 Washington, DC 20001-5403 Warrenton, VA 20188 Washington, DC 20036 Amherst, NY 14226-0741 Los Angeles, CA 90010 Claremont, CA 91711 Stonington, CT 06378-9982 New York, NY 10128 Grand Rapids, MI 49504 Washington, DC 20036 Ithaca, NY 14850-1999 Washington, DC 20002
E I N : 52 -2166327
Grantee Acton Institute for the Study of Religion Adaptive Sports Foundation, Inc. Advocates for Self-Government Aerospace Education Foundation, Inc. Africa Fighting Malaria Int., Inc All Saints Episcopal Church All Souls Unitarian Church Alliance Defense Fund Alliance for School Choice American Civil Rights Institute American Council of Trustees and Alumni American Council on Science & Health American Enterprise Institute American Foreign Policy Council American Friends of Hebrew University American Friends of IEA American Friends of James Joyce American Fund for Chanties American Jewish Committee American Spectator Educational Foundation Americans for Lt'd Gvn't Research Fnd Americans for Prosperity Foundation Americans for Tax Reform Foundation America's Future Foundation Archdiocese of Chicago Assoc of American Educators Foundation Atlas Economic Research Foundation Best Buddies of Virginia Bill of Rights Institute Bowdoin College Boy Scouts of America Brotherhood Organization of a New Destiny California Public Policy Foundation Calvin Coolidge Memorial Foundation Campus Crusade for Christ Capital Research Center Carnegie Hall Society, Inc. Catholic Secondary Schools Grand Rapids Cato Institute Center for American Unity, Inc Center for Individual Rights Center for Inquiry, Inc Center for the Study of Popular Culture Citizens Against Government Waste Claremont Institute Coast Guard Foundation Comm to Reduce Infection Deaths, Inc Compass Film Academy Competitive Enterprise Institute Cornell Laboratory of Ornithology Cornerstone Community Schools Danish American Society Davidson College, Trustees of Diocese of San Jose
Grant Amount
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 23,500 1,000 600 100 10,000 4,000 2,000 250 850 1,000 400 12,300 17,500 12,000 1,000 40,500 1,000 25,000 1,000 7,500 1,100 203,800 500 650 1,000 2,500 18,750 1,000 9,800 500 10,350 200 1,250 5,000 1,500 11,000 1,000 1,000 27,750 1,000 300 1,000 1,000 300 350 100 1,500 100 7,250 1,000 4,000 7,000 5,000 1,000
One Dag Hammarskjold Plaza, 885 2nd / New York, NY 10017 Davidson, NC 28035-7173 PO Box 7173 900 Lafayette Street, Suite 301 Santa Clara, CA 95050
Page 1 of 4
arw
Form 990 - 2006 Grants from DAFs Part II - Line 22a Grantee Address
325 East 101st Street 2247 15th Avenue West 800 Maryland Avenue, NE 1775 Pennsylvania Ave, Ste 1200 1711 E Palm New York, ny 10029 Seattle, WA 98119-2417
EIN: 52-2166327
Grantee E Harlem Churches & Comm Urban Center E Plunbus Unum Films Education & Research Institute Employment Policies Institute Foundation Enduring Freedom KIA Evermay Society F A I.R Family Research Institute of Wisconsin Father Flanagans Boys Home Federalist Society FL Sheriffs Youth Ranches, Inc. Fnd for Research on Econ & the Environ Foreign Policy Research Institute Foundation Endowment Foundation for Cultural Review Foundation for Economic Education Foundation for Individual Rights in Educe Foundation for Teaching Economics Fourth Presbyterian Church Free Enterprise Institute Freedom Works Foundation Friends of the Border Patrol Friends of The Livingston Park County Lib Friends of the Windows Fully Informed Jury Association Fund for American Studies Galliot Center-Carnegie Mellon Univ GMU Foundation Goldwater Institute Graduate Center Foundation , Inc (CUNY) Grameen Foundation USA Grassroot Institute of Hawaii Gun Owners Foundation Habitat for Humanity International Harm Reduction Therapy Center Harold S Ness American Legion Auxiliary Heritage Foundation Holy Family Church Hudson Institute Human Rights Foundation IIT Madras Alumni Association (HQ) Immigration Reform Law Institute Independent Women 's Forum Inst of Christ the King Sovereign Priest Institute for Humane Studies Institute for Justice Institute of World Politics Institute on Religion & Democracy Institute on Religion & Public Life Intercollegiate Studies Institute International Policy Network US, Inc. International Steward Intl Fnd for Research in Exp Economics Jacob A Riis Neighborhood Settlement
Grant Amount
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 20,000 10,000 10,000 1,000 500 1,000 250 100,000 100 10,000 1,000 10,000 20,000 300 16,500 4,500 200 6,000 30,000 847 2,000 5,000 1,000 1,000 2,000 5,750 1,000 370,000 1,600 6,000 600 49,000 5,000 500 6,500 1,000 29,000 5,000 10,000 100 5,000 25,000 5,000 2,000 18,450 7,350 7,000 250,000 5,000 800 27,500 100 15,000 2,500
Washington, DC 20007 1623 28th Street, NW 1666 Connecticut Avenue, NW, Suite 40( Washington, DC 20009 222 S Hamilton Street, Suite 23 14100 Crawford Street 1015 18th Street, NW, Suite 425 PO Box 2000 662 Ferguson Road 1528 Walnut Street, Suite 610 611 Cameron Street 900 Broadway, Suite 602 30 South Broadway 601 Walnut Street, Suite 510 260 Russell Boulevard 10701 South Glen Road 555 12th Street, NW, Suite 770 1775 Pennsylvania Ave, NW, 11th FL PO Box 2685 PO Box 2072 103 East Chestnut Post Office Box 5570 5000 Forbes Avenue 3301 North Fairfax Drive, MS 1G3 500 E. Coronado Road 365 Fifth Avenue, Room 8309 1029 Vermont Ave, NW, Suite 400 1314 S. King Street #1163 8001 Forbes Place, Suite 102 121 Habitat Street 423 Gough Street 77 Main Street 214 Massachusetts Avenue, NE 1019 South May Street 1015 15th Street, NW, FL 6 Suite 600 260 West 54th Street, 15-G PO Box 591303 1666 Connecticut Avenue, NW #402 1726 M Street, NW 6415 Woodlawn Avenue 3301 North Fairfax Drive Suite 440 901 N Glebe Road, Suite 900 1521 16th Street, NW 1023 15th Street, NW Ste. 601 1101 15th Street, NW, Suite 115 3901 Centerville Road, PO Box 4431 214 Massachusetts Avenue, NW 4595 Broadmoor SE, Suite 295 3811 N Fairfax Drive, Suite 700 10-25 41st Avenue Madison, WI 53703 Boys Town, NE 68010 Washington, DC 20036 Boys Ranch, FL 32064 Bozeman, MT 59718 Philadelphia, PA 19102 Alexandria, VA 22314 New York, NY 10003 Philadelphia, PA 19106 Davis, CA 95616-3839 Potomac, MD 20854 Washington, DC 20004 Washington, DC 20006 Covina, CA 91722 Livingston, MT 59047 Chicago, IL 60611 Helena, MT 59604-5570 Pittsburgh, PA 15213-3890 Arlington, VA 22201-8028 Phoenix, AZ 85004 New York, ny 10016-4309 Washington, DC 20005-3517 Honolulu, HI 96814 Springfield, VA 22151 Americus, GA 31709 San Francisco, CA 94102 Maxwell IA 50161 Washington, DC 20002-4999 Chicago, IL 60607 Washington, DC 20005 New York, NY 10019 Houston, TX 77259-1303 Washington, DC 20009 Washington, DC 20036 Chicago, 1 60637 Arlington, VA 22201 Arlington, VA 22203 Washington, DC 20036 Washington, DC 20005 Washington, DC 20005 Wilmington, DE 19087-1938 Washington, DC 20002 Grand Rapids, MI 49512 Arlington, va 22203 Long Island City, NY 11101
Irvington-on-Hudson, NY 10533-2E $
Page 2 of 4
Form 990 - 2006 Grants from DAFs Part II - Line 22a Grantee Address
PO Box 37460 201 SE 12th Street 154 W 127th St 19415 Deerfield Ave, Suite 312 1101 North Highland Street PO Box 4185 10315 Georgetown Pike, PO Box 254 1000 East Maple Avenue PO Box 14 485 East Bay Street 518 West Magnolia Avenue 140 West Main Street, PO Box 568 350 5th Avenue, Suite 912 52 Vanderbilt Avenue Capitol Hill, PO Box 77492 7504 Maple Avenue 325 S Patrick Street 1275 York Avenue 3301 North Fairfax Drive, Suite 450
EIN: 52-2166327
Grant Amount
Tallahassee, FL 32315-7460 Fort Lauderdale, FL 33316-1815 New York, NY 10027-3722 Leesburg, VA 20176 Arlington, VA 22151 Hamden, CT 06514 Great Falls, VA 22066 Mundelein, IL 60060 Livingston, MT 59047-0014 Charleston, SC 29403 Auburn, AL 36849 Midland, MI 48640-0568 New York, NY 10118 New York, NY 10017 Washington, DC 20013 Chevy Chase, MD 20815 Alexandria, VA 22314 New York, NY 10021 Arlington, VA 22201-4433 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 500 12,000 7,603 100 10,800 15,000 300 1,000 100 100 3,100 100 5,000 14,500 2,000 500 10,000 11,800 1,000 3,000 5,000 6,250 298,170 100 5,000 2,100 500 15,000 2,200 6,000 12,200 61,500 350 2,500 4,000 100 9,000 120,000 100 15,000 250 72,000 1,000 250 14,500 3,000 1,000 10,000 10,900 21,000 21,250 35,500 10,000 10,000
Philadelphia, PA 19102 1500 Walnut Street, Ste 1050 One American Square, Suite 1750, Box 8 Indianapolis, IN 46282-0004 Alexandria, VA 22313 PO Box 1305 218 South 6th Street, East 2596 South Lewis Way 375 Greenwich Street 221 Witherspoon Street, Second Floor 12770 Coit Road, Suite 800 501 Capitol Court, NE, Suite 200 420 4th Street, Suite 2 107 Park Washington Court 215 Lexington Avenue 8001 Braddock Road, Ste 500 108 North Alfred Street P O Box 1162 291 Wood Road 8507th Avenue, Ste. 1300 1030 15th Street, NW, 11th FI 345 Park Avenue 170 Central Park West 2777 Knapp, NE 1601 North Kent Street Suite 1100 PO Box 276600 3900 Lennane Drive, Suite 200 755 Sansome, Suite 450 2002 Filmore Avenue, Suite 1 305 7th Avenue 125 North 8th Street, 6th FL 11620 Rutan Circle 1150 17th Street, NW, Ste 503 2048 Analysis Drive, Suite A Missoula, MT 59801 Lakewood, CO 80227 New York, NY 10013 Princeton, NJ 05842-3215 Dallas, TX 75251-1339 Washington, DC 20002 Oakland, CA 94609-2509 Falls Church, VA 22046 New York, NY 10016 Springfield, VA 22151-2125 Alexandra, VA 22314-3032 Weston, CT 06883 Annapolis, MD 21402 New York, NY 10019 Washington, DC 20005 New York, NY 10021 New York, NY 10024 Grand Rapids, Ml 49525 Arlington , VA 22209-2105 Sacramento, CA 95827 Sacramento, CA 95834 San Francisco, CA 94111-1709 Erie, PA 16506-6913 New York, NY 10001 Philadelphia, PA 19106 Jerome, MI 49249-9530 Washington DC 20036 Bozeman, MT 59718
3415 South Sepulveda Boulevard, Ste 4 0 Los Angeles, CA 90034-6014 New York, NY 10021 1230 York Avenue PO Box 269 Alexandria, DC 22313
Page 3 of 4
Form 990 - 2006 Grants from DAFs Part II - Line 22a Grantee Address
PO Box 3000 1367 Union Street 603 West 115th Street, Suite 135 1224 W Lexington Street 2761 N Marengo Avenue 8804 Post Oak Road 4 East 98th Street 4052 S Walbash Avenue 15333 Woodard Road 932 N Kostner Avenue 524 9th Street 1245 Carnegie Avenue 6423 S Woodlawn 475 Old Post Road 434 Galev Mall 6255 Arlington Blvd. 1725 K Street, NW, Suite 300 2001 L Street, NW, Suite 1050 293 Benedict Avenue 10000 North Ojai Road 2111 Wilson Blvd , Suite 1200 2111 Wilson Blvd , Suite 1200 PO Box 7065 1521 16th Street, NW 7326 Early Marker Court 1801 Massachusetts Avenue, NW PO Box 327 PO Box 758517 110 Elden Street, Suite A PO Box 520 1600 Carlin Lane Boone , NC 28607 Schenectady, NY 12302 New York, NY 10025 Chicago, IL 60607 Pasadena, CA 91001 Potomac, MD 20854 New York, NY 10029 Chicago, IL 60653 San Jose, CA 95124 Chicago, IL 60651 Wilmette, IL 60091 Cleveland, OH 44115 Chicago, IL 60637 Bedford, NY 10506 Stanford, CA 94305-6010 Richmond, CA 94805 Washington, DC 20006 Washington, DC 20036 Tarrytown, NY 10591 Santa Paula, CA 93060 Arlington, VA 22201 Arlington, VA 22201 Arlington, VA 22201 Washington, DC 20036 Gainesville, VA 20155 Washington, DC 20036 Bozeman , MT 59771-0327 Topeka, KS 6675-8517 Herndon, VA 20170-4809
EIN: 52-2166327
Grant Amount
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 500 400 15,000 1,000 6,500 1,000 10,000 500 2,000 2,000 1,500 1,000 1,000 1,500 10,000 10,200 200 3,000 27,000 1,000 10,250 250 600 2,500 3,000 4,000 1,500 1,000 3,000 10,100 2,000 100 2,613,820
Page 4 of 4
EIN: 52-2166327
Grantee
Acton Institute for the Study of Religion American Enterprise Institute Atlas Economic Research Foundation Cato Institute Claremont Institute Competitive Enterprise Institute Evergreen Freedom Fnd Heritage Foundation Institute for Justice John Locke Foundation Manhattan Institute For Policy Research Media Research Center National Foundation for Teaching Ent National Right to Work Foundation Philanthropy Roundtable State Policy Network
Grant Amount
$ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 5,000 5,000 5,000 16,000 1,500 5,000 325 5,000 5,000 150 10,000 2,500 10,000 2,500 5,000 3,500 81,475
Washington, DC 20001-5403 Claremont, CA 91711 Washington, DC 20036 Olympia, WA 98507-0522 Washington, DC 20002-4999 Arlington, VA 22203 Raleigh, NC 27601 New York, NY 10017 Alexandria, VA 22314 New York, NY 10005 Springfield, VA 22151-2125 Washington DC 20036 Richmond, CA 94805
Page 1 of 1
-,
Form
8868
OMB No
1545-1709
If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box If you are filing for an Additional (not automatic) 3-Month Extension , complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868 Part I Automatic 3-Month Extension of Time. Only submit original (no copies needed).
ti on Sect I Y corporations required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete ^ F]
All other corporations (including 1120-C filers), partnerships, REMICS, and trusts must use Form 7004 to request an extension of time to file income tax returns Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of the returns noted below (6 months for section 501 (c)(3) corporations required to file Form 990-T) However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or consolidated Form 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868 For more details on the electronic filing of this form, visit www irs gov/efile and click on e-file for Charities & Nonprofits.
Name of Exempt Organization Employer identification number
Type or print Donors Trust, Inc. File by the due date for Number, street . and room or suite number If a P O filing your return. See 111 North Henry Street Instructions. City, town or post office For a foreign address , see
52-2166327
box, see instructions
instructions
state
ZIP code
Alexandria
Check type of return to be filed (file a separate application for each return): X Form 990 Form 990-T (corporation) Form 4720
VA
22314-2903
Form 990-BL
Form 990-EZ Form 990-PF
Form 5227
Form 6069 Form 8870
The books are in the care of ^ Donors Trust ------------------------------------Telephone No.' (7 0 3) 535-3563 FAX No ^ -------------------------------- If the organization does not have an office or place of business in the United States, check this box ^ F] If this is for a Group Return , enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, N /A check this box ^ El If it is for part of the group , check this box ^ El and attach a list with the names and EINs of all members the extension will cover 1 I request an automatic 3-month (6 months for a section 501 (c)(3 ) corporation required to file Form 990 - T) extension of time until Aug 15_ _ , 20 0 7 _ , to file the exempt organization return for the organization named above The extension is for the organization ' s return for: ^ XX calendar year 20 06 tax y ear be g innin g or , 20 , and endin g 11 Initial return 20 11 Final return FIChange in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made Include an prior year overpa yment allowed as a credit c Balance Due. Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See instructions
3a $ 3b $
0. 0.
31c $
0.
Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for pay m e n t in s tr uct i o n s BAA For Privacy Act and Paperwork Reduction Act Notice , see instructions . Form 8868 (Rev 12-2006)
FIFZ0501
12/19/06