OMB No. 1545-0047 Form 9 9 0 Return of Organization Exempt From Income Tax 2Q1 5 Under section 501 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) I Do not enter social security numbers on this form as it may be made public. Information about Form 990 and its instructions is at irs. gov/form990. A For the 2015 calendar year, or tax year beginning 2015, and ending Check if applicable: Name of organization Donors Capital Fund, Inc: Employer identi?cation number Address change Doing business Name change Number and street (or PO box if mail is not delivered to street address) Room/suite Telephone number 'Initialretum 1800 Diagonal Rd 280 (703) 535-3563 I Final remmnemfnated City or town, state or province, country. and ZIP or foreign postal code I Amended return A1 exandri a VA 2 2 3 14 Gross receipts 65 413 78 8 . I Application pending Name and address of principal of?cer: H(a) '5 this a group return for subordinates? Hves gm: Lawson Bader 1800 Diagonal Rd Ste 230 Alexandria VA 22 3 14 Yes I Tax-exempt status 501 (Insert no.) 4947(a)(1) or 527 Website: donorscapital fund org H(c) Group exemption number Form of organization: IXICorporation I ITrust I I Association I I Other I Year of formation: 19 9 9 I State of legal domicile: MD rig" I Summary 1 Brie?y describe the organization's mission or most signi?cant activities: guppy: Eu; 5391a)_( 1) 212954 2111511 a_ll_e@a_teL 93311911 a: edecstgoe 335944 and BerEtE initiaill?e? egress are _ra_dl_ca_l Eie?lL 111911511111 t_ho_se_ aelatlitg ?02131. Eelfers _he_al_tft sweeper!? 3541411155 soxeznenges gelatigna _aed_a?ts_ and. Cetus: 34:1 31111.21 .engoyrsg. philanthroev 5 2m} graiavedea} smug 21d 39820283919135 its answer. t_0_sec_ie_tx a seeds 2892999269 t0 steepest 2 Check this box Erif the organization discontinued its operations or disposed of more than 25% of its net assets. ?5 3 Number of voting members of the governing body (Part VI, line 1a) 3 7 2: 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 6 5% 5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) 5 0 .3 6 Total number of volunteers (estimate if necessary) 5 0 2 7a Total unrelated business revenue from Part column (C), line 12 7a 0 Net unrelated business taxable income from Form 990-T, line 34 7b 0 Prior Year Current Year a; 8 Contributions and grants (Part line 1h) 48I Q24I 045 . 50, 241I 543 . a 9 Program service revenue (Part line 29) 10 Investment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12 Total revenue add lines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Part IX, column (A), lines 1-Bene?ts paid to or for members (Part IX, column (A), line 4) 15 Salaries, other compensation, employee bene?ts (Part IX, column (A), lines 5-10) a 16a Professional fundraising fees (Part IX, column (A), line He) Total fundraising expenses (Part IX, column (D), line 25) 0 .1- MM I 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24eTotal expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 18 from line Beginning of Current Year End of Year 37% 20 Totalassets(PartX,Iine 16) 35,930,502. 27,693,211. ?g 21 Total liabilities (Part X, line 26) 155 I 77 0 20.5 22 Net assets or fund balances. Subtract line 21 from line Sanature Block Under penalties of perjury, declar that I have examin ned is retyrn, i Iuding accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct, and complete. DeclaratIon of preparer ?therhf of?zhs on all' I rmation of mm preparer has any knowledge. I i! - Sign Dale Here Asst Treasurer Type name and title. Print/Type preparers name Preparer's signature Date Check if PTIN Paid A .1 self-employed Preparer Firm'sname be J. I Preparea use Chly Firm's address Firm's EIN Phone no. May the IRS discuss this return with the preparer shown above? (see instructions) IXI Yes I I No BAA For PapenNork Reduction Act Notice, see the separate instructions. TEEAO101 10/12/15 Form 990 (2015) Form 990 (2015) Part III 1 Donors Capital Fund, Inc Statement of Program Service Accomplishments Page 2 54-1934032 Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization’s mission: Support IRC 509(a)(1),(2)&(3) orgs, which alleviate, through education, research and private initiatives, society’s most pervasive and radical needs, including those relating to social See Form 990, Page 2, Part III, Line 1 (continued) 2 3 4 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Yes X If ’Yes,’ describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? Yes X If ’Yes,’ describe these changes on Schedule O. Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. No No $ 68,127,571. including grants of $ 67,651,037. ) (Revenue $ 0. ) A donor-advised fund program for donors seeking to support IRC 509(a)(1) & 509(a)(2) orgs, 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. 4 a (Code: ) (Expenses 4 b (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4 c (Code: ) (Expenses $ including grants of $ ) (Revenue $ ) 4 d Other program services. (Describe in Schedule O.) (Expenses $ including grants of $ 4 e Total program service expenses G 68,127,571. BAA TEEA0102 ) (Revenue 10/12/15 $ ) Form 990 (2015) Form 990 (2015) Part IV Donors Capital Fund, Inc Checklist of Required Schedules Page 3 54-1934032 Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If ’Yes,’ complete Schedule A 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 3 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 I 3 X Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If ’Yes,’ complete Schedule C, Part II 4 X Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If ’Yes,’ complete Schedule C, Part III 5 X Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 I 6 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 II 7 X Did the organization maintain collections of works of art, historical treasures, or other similar assets? If ’Yes,’ complete Schedule D, Part III 8 X Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If ’Yes,’ complete Schedule D, Part IV 9 X 4 5 6 7 8 9 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If ’Yes,’ complete Schedule D, Part V 11 10 X X X X If the organization’s answer to any of the following questions is ’Yes’, then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings and equipment in Part X, line 10? If ’Yes,’ complete Schedule D, Part VI 11 a X b Did the organization report an amount for investments ' other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If ’Yes,’ complete Schedule D, Part VII 11 b X c Did the organization report an amount for investments ' program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If ’Yes,’ complete Schedule D, Part VIII 11 c X d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If ’Yes,’ complete Schedule D, Part IX 11 d e Did the organization report an amount for other liabilities in Part X, line 25? If ’Yes,’ complete Schedule D, Part X 11 e X X f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If ’Yes,’ complete Schedule D, Part X 11 f X 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If ’Yes,’ complete Schedule D, Parts XI, and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If ’Yes,’ and if the organization answered ’No’ to line 12a, then completing Schedule D, Parts XI and XII is optional 13 14a 14b X Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If ’Yes,’ complete Schedule F, Parts II and IV 15 X Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If ’Yes,’ complete Schedule F, Parts III and IV 16 X Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If ’Yes,’ complete Schedule G, Part I (see instructions) 17 X Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If ’Yes,’ complete Schedule G, Part II 18 X Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If ’Yes,’ complete Schedule G, Part III 19 X 14 a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If ’Yes,’ complete Schedule F, Parts I and IV 16 17 18 19 BAA X X X X Is the organization a school described in section 170(b)(1)(A)(ii)? If ’Yes,’ complete Schedule E 15 12a TEEA0103 10/12/15 12 b 13 Form 990 (2015) Form 990 (2015) Part IV Donors Capital Fund, Inc Checklist of Required Schedules (continued) Page 4 54-1934032 Yes 20a Did the organization operate one or more hospital facilities? If ’Yes’, complete Schedule H b If ’Yes’ to line 20a, did the organization attach a copy of its audited financial statements to this return? 21 22 23 21 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If ’Yes,’ complete Schedule I, Parts I and III 22 Did the organization answer ’Yes’ to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If ’Yes,’ complete Schedule J 23 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? 25 a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If ’Yes,’ complete Schedule L, Part I X X X X 24a 24b 24c 24d 25a X 25b X Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If ’Yes’, complete Schedule L, Part II 26 X Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If ’Yes,’ complete Schedule L, Part III 27 X Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If ’Yes,’ complete Schedule L, Part IV 28a X b A family member of a current or former officer, director, trustee, or key employee? If ’Yes,’ complete Schedule L, Part IV 28b X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If ’Yes,’ complete Schedule L, Part I 26 27 28 20b Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If ’Yes,’ complete Schedule I, Parts I and II 24 a 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, that was issued after December 31, 2002? If ’Yes,’ answer lines 24b through 24d and complete Schedule K. If ’No, ’go to line 25a b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? No X 20a c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If ’Yes,’ complete Schedule L, Part IV 29 Did the organization receive more than $25,000 in non-cash contributions? If ’Yes,’ complete Schedule M 30 31 32 33 28c 29 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 30 31 X X Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If ’Yes,’ complete Schedule N, Part II 32 X Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If ’Yes,’ complete Schedule R, Part I 33 X 34 35a X Was the organization related to any tax-exempt or taxable entity? If ’Yes,’ complete Schedule R, Part II, III, or IV, and Part V, line 1 35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 34 b If ’Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If ’Yes,’ complete Schedule R, Part V, line 2 36 37 38 X X X 35b Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If ’Yes,’ complete Schedule R, Part V, line 2 36 X 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 37 X Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O BAA TEEA0104 10/12/15 X 38 Form 990 (2015) Form 990 (2015) Donors Capital Fund, Inc Part V Statements Regarding Other IRS Filings and Tax Compliance Page 5 54-1934032 Check if Schedule O contains a response or note to any line in this Part V Yes 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1a 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2 a 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 b 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 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? b If ’Yes’ has it filed a Form 990-T for this year? If ’No’ to line 3b, provide an explanation in Schedule O No 0 0 1c X 0 2b 3a 3b X 4a X 5a 5b 5c X X 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? 6a X b If ’Yes,’ did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). 6b 4 a 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: G See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts. (FBAR) 5 a 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 line 5a or 5b, did the organization file Form 8886-T? a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 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? d If ’Yes,’ indicate the number of Forms 8282 filed during the year 7d e Did the organization 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 If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? b Did the sponsoring organization make a 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 10 a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10 b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 11 a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 11 b 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If ’Yes,’ enter the amount of tax-exempt interest received or accrued during the year 12 b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13 b c Enter the amount of reserves on hand 13 c 14 a Did the organization receive any payments for indoor tanning services during the tax year? b If ’Yes,’ has it filed a Form 720 to report these payments? If ’No,’ provide an explanation in Schedule O BAA TEEA0105 10/12/15 7a 7b X 7c X 7e 7f X X 7g 7h 8 X 9a 9b X X 12 a 13 a X 14 a 14 b Form 990 (2015) Form 990 (2015) Page 6 Donors Capital Fund, Inc 54-1934032 Part VI Governance, Management, and Disclosure For each ’Yes’ response to lines 2 through 7b below, and for a ’No’ response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI X Section A. Governing Body and Management Yes 1 a Enter the number of voting members of the governing body at the end of the tax year 1a If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent 1b 2 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? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organization’s assets? 6 Did the organization have members or stockholders? 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? No 7 6 2 X 3 X 4 5 6 X X X 7a X 7b X 3 b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? b Each committee with authority to act on behalf of the governing body? 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If ’Yes,’ provide the names and addresses in Schedule O X X 8a 8b X 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes 10 a Did the organization have local chapters, branches, or affiliates? b If ’Yes,’ did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization’s exempt purposes? 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12 a Did the organization have a written conflict of interest policy? If ’No,’ go to line 13 b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If ’Yes,’ describe in Schedule O how this was done 13 Did the organization have a written whistleblower policy? 14 Did 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 decision? a The organization’s CEO, Executive Director, or top management official b Other officers or key employees of the organization If ’Yes’ to line 15a or 15b, describe the process in Schedule O (see instructions). 16 a 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,’ did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? No 10 a X 10 b 11 a X 12 a X 12 b X 12 c 13 14 X X X 15 a 15 b X X 16 a X 16 b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed G 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Other (explain in Schedule O) Own website Another’s website X Upon request 19 Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization’s books and records: G 20 the Organization BAA the Organization’s See Form 990, Page 6, Line 17 (continued) Address TEEA0106 10/12/15 (703) 535-3563 Form 990 (2015) Form 990 (2015) Page 7 Donors Capital Fund, Inc 54-1934032 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year. ? List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. ? List all of the organization’s current key employees, if any. See instructions for definition of ’key employee.’ ? List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. ? 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. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (A) (B) Name and Title Average hours per week (list any hours for related organizations below dotted line) Adam Meyerson Chairman/BoD Kimberly O Dennis Vice Chairman / Sec. Lawson R Bader President/BoD Arthur Brooks Board Member Steven Hayward Treas./BoD Kris Alan Mauren Board Member William H Mellor Board Member Roger R Ream Board Member Jeffrey C Zysik Asst. Treas. Whitney L Ball President (former) 1.50 0.00 1.00 1.00 5.00 40.00 1.00 0.00 1.50 0.00 1.00 0.00 1.00 0.00 1.00 0.00 5.00 40.00 5.00 40.00 Position (do not check more than one box, unless person is both an officer and a director/trustee) X (D) (E) (F) Reportable compensation from the organization (W-2/1099-MISC) Reportable compensation from related organizations (W-2/1099-MISC) Estimated amount of other compensation from the organization and related organizations 0. 0. 0. X X 0. 0. 0. X X 0. 29,375. 0. 0. 0. 0. 0. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 222,750. 0. X 0. 185,152. 18,515. X X X X (11) (12) (13) (14) BAA TEEA0107 10/12/15 Form 990 (2015) Form 990 (2015) Page 8 Donors Capital Fund, Inc 54-1934032 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (A) Name and title Average hours per week (list any hours for related organiza - tions below dotted line) (C) Position (do not check more than one box, unless person is both an officer and a director/trustee) (D) Reportable compensation from the organization (W-2/1099-MISC) (E) (F) Reportable compensation from related organizations (W-2/1099-MISC) Estimated amount of other compensation from the organization and related organizations (15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) G 1 b Sub-total 0. 437,277. 18,515. G c Total from continuation sheets to Part VII, Section A G d Total (add lines 1b and 1c) 0. 437,277. 18,515. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization G 2 Yes 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If ’Yes,’ complete Schedule J for such individual 3 4 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 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If ’Yes,’ complete Schedule J for such person 5 No X X X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year. (A) Name and business address 2 BAA (B) Description of services (C) Compensation Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization G 0 TEEA0108 10/12/15 Form 990 (2015) Form 990 (2015) Donors Capital Fund, Inc Part VIII Statement of Revenue 54-1934032 Check if Schedule O contains a response or note to any line in this Part VIII (A) Total revenue 1a b c d e Federated campaigns Membership dues Fundraising events Related organizations Government grants (contributions) (B) Related or exempt function revenue (C) Unrelated business revenue Page 9 (D) Revenue excluded from tax under sections 512-514 1a 1b 1c 1d 1e f All other contributions, gifts, grants, and similar amounts not included above 1f g Noncash contributions included in lines 1a-1f: $ h Total. Add lines 1a-1f 60,241,648. 207,001. G 60,241,648. Business Code 2a b c d e f All other program service revenue g Total. Add lines 2a-2f 3 G 4 5 Investment income (including dividends, interest and other similar amounts) Income from investment of tax-exempt bond proceeds Royalties 6a b c d Gross rents Less: rental expenses Rental income or (loss) Net rental income or (loss) 7 a Gross amount from sales of assets other than inventory b Less: cost or other basis and sales expenses c Gain or (loss) d Net gain or (loss) (i) Real (ii) Personal (i) Securities (ii) Other G .G G 565,640. 0. 0. 565,640. 595,727. 0. 0. 595,727. 61,403,015. 0. 0. G 4,606,500. 4,010,773. 595,727. G 8 a Gross income from fundraising events (not including . $ of contributions reported on line 1c). See Part IV, line 18 a b Less: direct expenses b c Net income or (loss) from fundraising events G 9 a Gross income from gaming activities. See Part IV, line 19 a b Less: direct expenses b c Net income or (loss) from gaming activities G 10 a Gross sales of inventory, less returns and allowances a b Less: cost of goods sold b c Net income or (loss) from sales of inventory Miscellaneous Revenue 11 a b c d All other revenue e Total. Add lines 11a-11d 12 Total revenue. See instructions BAA G Business Code G G TEEA0109 10/12/15 1,161,367. Form 990 (2015) Form 990 (2015) Part IX Donors Capital Fund, Inc Statement of Functional Expenses 54-1934032 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX (A) (B) (C) Do not include amounts reported on lines Total expenses Program service Management and 6b, 7b, 8b, 9b, and 10b of Part VIII. expenses general expenses 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 67,651,037. 67,651,037. 2 Grants and other assistance to domestic individuals. See Part IV, line 22 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees): a Management b Legal c Accounting 12,406. 0. 12,406. d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees 122,771. 0. 122,771. g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O.) 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 Insurance 12,408. 0. 12,408. 24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) a Admin services 476,534. 476,534. 0. b Registration fees 150. 0. 150. c d 25 e All other expenses Total functional expenses. Add lines 1 through 24e 26 BAA 68,275,306. 68,127,571. 147,735. Page 10 (D) Fundraising expenses 0. 0. 0. 0. 0. 0. Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here G if following SOP 98-2 (ASC 958-720) TEEA0110 10/12/15 Form 990 (2015) Form 990 (2015) Part X Donors Capital Fund, Inc Balance Sheet Page 11 54-1934032 Check if Schedule O contains a response or note to any line in this Part X (A) Beginning of year (B) End of year 1 2 3 4 Cash ' non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees’ beneficiary organizations (see instructions). Complete Part II of Schedule L Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges 6 7 8 9 7 8 9 10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D b Less: accumulated depreciation 11 Investments ' publicly traded securities 12 Investments ' other securities. See Part IV, line 11 13 Investments ' program-related. See Part IV, line 11 14 Intangible assets 15 Other assets. See Part IV, line 11 16 17 18 19 20 21 22 23 24 25 26 27 28 29 12,542,246. 10 a 10 b 22,609,568. Total assets. Add lines 1 through 15 (must equal line 34) Accounts payable and accrued expenses Grants payable Deferred revenue Tax-exempt bond liabilities Escrow or custodial account liability. Complete Part IV of Schedule D Loans and other 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 to unrelated third parties Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D Total liabilities. Add lines 17 through 25 Organizations that follow SFAS 117 (ASC 958), check here G lines 27 through 29, and lines 33 and 34. Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets X 778,688. 35,930,502. 18,003. 1 2 3 4 10 c 11 12 13 14 15 16 17 18 19 20 21 7,028,322. 19,799,277. 865,612. 27,693,211. 0. 22 23 24 148,767. 166,770. 25 26 35,763,732. 27 28 29 0. and complete 27,693,211. Organizations that do not follow SFAS 117 (ASC 958), check here G and complete lines 30 through 34. 30 31 32 33 34 Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances BAA 35,763,732. 35,930,502. 30 31 32 33 34 27,693,211. 27,693,211. Form 990 (2015) TEEA0111 10/12/15 Form 990 (2015) Part XI 1 2 3 4 5 6 7 8 9 10 Donors Capital Fund, Inc Reconciliation of Net Assets Page 12 54-1934032 Check if Schedule O contains a response or note to any line in this Part XI Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments 1 2 3 4 Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) 5 6 7 8 9 10 61,403,015. 68,275,306. -6,872,291. 35,763,732. -1,198,230. 27,693,211. Part XII Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII Yes 1 Accounting method used to prepare the Form 990: Cash X Accrual No Other If the organization changed its method of accounting from a prior year or checked ’Other,’ explain in Schedule O. 2 a Were the organization’s financial statements compiled or reviewed by an independent accountant? X 2a If ’Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis b Were the organization’s financial statements audited by an independent accountant? If ’Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis Both consolidated and separate basis X Consolidated basis c If ’Yes’ to line 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? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 3 a 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? b If ’Yes,’ did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits BAA TEEA0112 10/20/15 2b X 2c X 3a X 3b Form 990 (2015) Public Charity Status and Public Support SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. G Attach to Form 990 or Form 990-EZ. G Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Name of the organization 2015 Open to Public Inspection Employer identification number Donors Capital Fund, Inc 54-1934032 Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital’s name, city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 5 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 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(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 10 11 a b c d e f g 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(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). X An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g. X Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization listed in your governing document? Yes (A) (v) Amount of monetary support (see instructions) 167 (vi) Amount of other support (see instructions) No X See continuation pages (B) (C) (D) (E) Total BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA0401 10/12/15 67,651,037. Schedule A (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 1 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Acton Institute 38-2926822 9 X $1,050,000.00 $0.00 Advance Arkansas Institute 27-0271657 9 X $46,500.00 $0.00 Alabama Policy Institute 63-0809568 9 X $47,000.00 $0.00 Alliance Defending Freedom 54-1660459 9 X $330,000.00 $0.00 Am Yisroel Chai Foundation 11-3618003 9 X $75,000.00 $0.00 American Council of Trustees and Alumni 52-1870003 9 X $1,682,000.00 $0.00 American Enterprise Institute 53-0218495 9 X $1,840,000.00 $0.00 American Islamic Congress 06-1634525 9 X $25,000.00 $0.00 American Legislative Exchange Council 52-0140979 9 X $171,000.00 $0.00 American Majority 26-1501154 9 X $500,000.00 $0.00 American Media Institute 46-0551578 9 X $2,500,000.00 $0.00 American Spectator Foundation 23-7002632 9 X $20,000.00 $0.00 American Stewards of Liberty 74-2726757 9 X $30,000.00 $0.00 American Transparency 26-3593601 9 X $250,000.00 $0.00 AmeriCares Foundation, Inc. 06-1008595 9 X $5,000.00 $0.00 America's Future Foundation 52-1928321 9 X $250,000.00 $0.00 America's Majority Foundation 22-3947727 9 X $10,000.00 $0.00 Ashland University 34-0714626 2 X $10,000.00 $0.00 Atlas Economic Research Foundation 94-2763845 9 X $40,000.00 $0.00 Ayn Rand Institute 22-2570926 9 X $70,000.00 $0.00 Beacon Center of Tennessee 20-1808567 9 X $439,700.00 $0.00 Bill of Rights Institute 48-0891418 9 X $20,000.00 $0.00 Bluegrass Institute 11-3691843 9 X $25,000.00 $0.00 Buckeye Institute 31-1278593 9 X $564,600.00 $0.00 California Public Policy Center 27-2870463 9 X $120,000.00 $0.00 Capital Research Center 52-1289734 9 X $50,000.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 2 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Cardinal Institute for West Virginia Policy 47-1932521 9 X $38,500.00 $0.00 Catholic Association Foundation 20-2387967 9 X $425,000.00 $0.00 Catholic University of America 53-0196583 2 X $500,000.00 $0.00 Cato Institute 23-7432162 9 X $95,000.00 $0.00 Cause of Action 45-2805977 9 X $100,000.00 $0.00 Center for Class Action Fairness 45-5119142 9 X $170,000.00 $0.00 Center for Competitive Politics 20-3676886 9 X $521,500.00 $0.00 Center for Education Reform 52-1847187 9 X $20,000.00 $0.00 Center for Independent Thought 52-0945376 9 X $100,000.00 $0.00 Center for Individual Rights 52-1600481 9 X $30,000.00 $0.00 Center for Organizational Research and Education 26-0006579 9 X $12,500.00 $0.00 Central Fund of Israel 13-2992985 9 X $500,000.00 $0.00 Centro de Investigacion Y Politica Publica 66-0791661 9 X $7,500.00 $0.00 CERGE-EI Foundation 25-1725738 9 X $1,700,000.00 $0.00 Certell, Inc. 46-1888092 9 X $500,000.00 $0.00 Children's Scholarship Fund 13-4002189 7 X $175,000.00 $0.00 Civil War Trust 54-1426643 9 X $25,000.00 $0.00 Clare Boothe Luce Policy Institute 54-1672138 9 X $40,000.00 $0.00 Claremont Institute 95-3443202 9 X $70,000.00 $0.00 Committee for a Constructive Tomorrow 52-1462893 9 X $50,000.00 $0.00 Commonwealth Foundation for Public Policy Alternative 23-2473845 9 X $57,350.00 $0.00 Consumers' Research, Inc. 22-1500498 9 X $100,000.00 $0.00 Cru 95-6006173 9 X $3,000.00 $0.00 David Horowitz Freedom Center 95-4194642 9 X $75,000.00 $0.00 DonorsTrust 52-2166327 9 X $13,522,830.00 $0.00 East-West Ministries International 75-2486132 9 X $2,400.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 3 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Empire Center for Public Policy, Inc. 46-1987418 9 X $132,700.00 $0.00 Employment Policies Institute Foundation 52-1902264 9 X $30,000.00 $0.00 Empower Mississippi Foundation 46-4565274 9 X $27,350.00 $0.00 Ethics & Public Policy Center 52-1162185 9 X $15,000.00 $0.00 Federalist Society 36-3235550 9 X $1,394,620.00 $0.00 First Book 52-1779606 9 X $15,000.00 $0.00 1 X $14,500.00 $0.00 First Presbyterian Church-Midland TX Focus on the Family 95-3188150 9 X $600.00 $0.00 Foundation for Economic Education 13-6006960 9 X $150,000.00 $0.00 Foundation for Government Accountability 45-2637507 9 X $427,700.00 $0.00 Foundation for Individual Rights in Education (FIRE) 04-3467254 9 X $515,000.00 $0.00 Franklin Center 26-4066298 9 X $5,894,000.00 $0.00 Free To Choose Network, Inc. 52-1455677 9 X $900,000.00 $0.00 Freedom Foundation 94-3136961 9 X $20,000.00 $0.00 Freedom Foundation of MN 36-4592698 9 X $5,000.00 $0.00 Freedom Works Foundation 52-1526916 9 X $25,000.00 $0.00 Friends of Zo Artzeinu, Inc. 11-3321933 9 X $75,000.00 $0.00 Frontier Lab 45-2838483 9 X $308,000.00 $0.00 Fund for American Studies 13-6223604 9 X $10,000.00 $0.00 George Mark Children's Fund 94-3255845 9 X $25,000.00 $0.00 Georgia Center for Opportunity 58-1928520 9 X $140,550.00 $0.00 Georgia Public Policy Foundation 58-1943161 9 X $2,000.00 $0.00 GMU Foundation (School of Law) 54-1603842 7 X $2,865,000.00 $0.00 Goldwater Institute 86-0597661 9 X $17,500.00 $0.00 Grace Medical Home 26-1817966 3 X $25,000.00 $0.00 Heartland Institute 36-3309812 9 X $1,800,000.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 4 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Heritage Foundation 23-7327730 9 X $40,000.00 $0.00 Human Rights Foundation 20-2669700 9 X $500,000.00 $0.00 Idaho Freedom Foundation 26-3783048 9 X $59,400.00 $0.00 Illinois Policy Institute 41-2057028 9 X $35,250.00 $0.00 Illinois Taxpayer Education Foundation 36-3955081 9 X $50,000.00 $0.00 Independence Institute 84-0990300 9 X $33,700.00 $0.00 Institute for Justice 52-1744337 9 X $150,000.00 $0.00 Institute on Religion & Democracy 52-1265221 9 X $250,000.00 $0.00 Irving Bible Church 75-6068249 1 X $400.00 $0.00 James Madison Institute for Public Policy 59-2811908 9 X $81,000.00 $0.00 Jerusalem Institute for Market Studies 20-0105601 9 X $375,000.00 $0.00 John Hancock Committee for the States 27-1657203 9 X $1,500,000.00 $0.00 John Locke Foundation 56-1656943 9 X $9,000.00 $0.00 John W. Pope Civitas Institute 20-2454741 9 X $16,750.00 $0.00 Judicial Education Project 20-2466871 9 X $2,000,000.00 $0.00 Judicial Watch 52-1885088 9 X $5,000.00 $0.00 Kanakuk Ministries 43-1815310 7 X $1,665.00 $0.00 Kansas Policy Institute 23-7047821 9 X $29,500.00 $0.00 Leadership Institute 51-0235174 9 X $50,000.00 $0.00 Leadership Network 75-2208735 9 X $195,000.00 $0.00 Leadership Project for America Foundation 27-4079078 9 X $35,000.00 $0.00 Lincoln Institute of Public Opinion Research 25-1704705 9 X $20,000.00 $0.00 Lucy Burns Institute 20-8036372 9 X $3,470,000.00 $0.00 MacIver Institute 26-2639114 9 X $3,500.00 $0.00 Mackinac Center for Public Policy 38-2701547 9 X $1,572,050.00 $0.00 Maine Heritage Policy Center 22-3888250 9 X $25,000.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 5 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Market Research Foundation 20-4155641 9 X $2,162,750.00 $0.00 Maryland Public Policy Institute 52-2199055 9 X $17,500.00 $0.00 Mastermedia 33-0104548 9 X $600.00 $0.00 Media Research Center 54-1429009 9 X $25,000.00 $0.00 Mercatus Center, GMU 54-1436224 7 X $90,000.00 $0.00 Middle East Forum 23-7749796 9 X $1,925,000.00 $0.00 Midland - Odessa Symphony & Chorale 75-1301544 7 X $5,125.00 $0.00 Midland Community Theatre 75-6003774 7 X $1,200.00 $0.00 Midland Young Life Building Foundation 75-2828138 9 X $2,000.00 $0.00 Mississippi Center for Public Policy 64-0797905 9 X $39,500.00 $0.00 Montana Policy Institute 20-2591461 9 X $94,500.00 $0.00 Mountain States Legal Foundation 84-0736725 9 X $60,000.00 $0.00 Moving Picture Institute 20-3237801 9 X $25,000.00 $0.00 National Center for Public Policy Research, Inc. 52-1226614 9 X $45,000.00 $0.00 National Legal & Policy Center 52-1750188 9 X $30,000.00 $0.00 National Review Institute 13-3649537 9 X $220,000.00 $0.00 National Right to Work Legal Defense Foundation, Inc. 59-1588825 9 X $10,000.00 $0.00 Nevada Policy Research Institute 88-0276314 9 X $26,500.00 $0.00 New Hampshire Center for Economic Policy 26-4378967 9 X $28,500.00 $0.00 NFIB Small Business Legal Center 62-1570449 11 X $15,000.00 $0.00 Oklahoma Council of Public Affairs 73-1436375 9 X $161,350.00 $0.00 One Nation Under God Foundation 35-2176192 9 X $120,000.00 $0.00 Orlando Health Foundation 59-2244943 7 X $50,000.00 $0.00 Pacific Legal Foundation 94-2197343 9 X $60,000.00 $0.00 Palmetto Promise Institute 26-3077338 9 X $92,100.00 $0.00 Paradisus Dei 06-1699099 9 X $185,000.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 6 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No Partners Relief and Development 22-3786806 9 X $1,620.00 $0.00 Pelican Institute for Public Policy 26-1704791 9 X $2,500.00 $0.00 Philanthropy Roundtable 13-2943020 9 X $199,200.00 $0.00 Pioneer Institute for Public Policy Research 22-2632081 9 X $6,500.00 $0.00 Platte Institute for Economic Research 20-8809060 9 X $73,000.00 $0.00 Polwarth Ministries 51-0558527 9 X $1,200.00 $0.00 Practice Ministries 75-2664146 9 X $300.00 $0.00 Project Veritas 27-2894856 9 X $10,000.00 $0.00 Public Service Research Foundation 58-1442675 9 X $0.00 $0.00 Reason, Individualism, Freedom Institute 20-3518877 9 X $30,000.00 $0.00 Rhode Island Center for Freedom and Prosperity 45-2805369 9 X $1,500.00 $0.00 Rio Grande Foundation 85-0468446 9 X $20,000.00 $0.00 Roman Catholic Diocese of Phoenix 86-0223974 1 X $120,000.00 $0.00 Show-Me Institute 20-1957878 9 X $38,350.00 $0.00 Shriners Hospitals for Children 36-2193608 3 X $10,000.00 $0.00 Spark Freedom 27-4827443 9 X $353,550.00 $0.00 St. Jude Children's Research Hospital 35-1044585 3 X $10,000.00 $0.00 St. Matthew Catholic School 53-0196617 9 X $10,000.00 $0.00 State Budget Solutions 27-1501919 9 X $596,500.00 $0.00 State Policy Network 57-0952531 9 X $3,996,860.00 $0.00 Student Free Press Association 27-2277658 9 X $100,000.00 $0.00 StudentNewsDaily.com 05-0611977 9 X $25,000.00 $0.00 Students for Liberty 94-3435899 9 X $400,000.00 $0.00 Sutherland Institute 87-0531727 9 X $8,000.00 $0.00 Teen F.L.O.W. Youth Ministries 75-2899609 9 X $1,200.00 $0.00 Texas Public Policy Foundation 74-2524057 9 X $247,500.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 7 Sch A, Line 11(g) (continued) (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above (see instructions)) (iv) Is the organization in listed in your governing doucmnet? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No The Jewish Federations of North America 13-1624240 9 X $500,000.00 $0.00 Trinity School of Midland Texas 75-0995808 2 X $18,667.00 $0.00 UJA Federation of New York 51-0172429 7 X $500,000.00 $0.00 Ulysses S. Grant Association 37-0816885 7 X $50,000.00 $0.00 US English Foundation 52-1524976 9 X $50,000.00 $0.00 Vanguard Charitable Endowment Program 23-2888152 9 X $180,000.00 $0.00 Washington Legal Foundation 52-1071570 9 X $40,000.00 $0.00 Washington Policy Center 91-1752769 9 X $30,000.00 $0.00 Yankee Institute 52-1358144 9 X $82,450.00 $0.00 Young America's Foundation 23-7042029 9 X $90,000.00 $0.00 Young Life 84-0385934 9 X $2,400.00 $0.00 Schedule A, L11(h) (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 Page 2 Donors Capital Fund, Inc 54-1934032 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) G 1 Gifts, grants, contributions, and membership fees received. (Do not include any ’unusual grants.’) 2 Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total. Add lines 1 through 3 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) 6 (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total Public support. Subtract line 5 from line 4 Section B. Total Support Calendar year (or fiscal year beginning in) G 7 Amounts from line 4 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Net income from unrelated business activities, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) 9 10 11 Total support. Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions) 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 Section C. Computation of Public Support Percentage 14 15 Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) Public support percentage from 2014 Schedule A, Part II, line 14 14 15 % % 16 a 33-1/3% support test ' 2015. If the organization did not check the box on line 13, and 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 ' 2014. 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 17 a 10%-facts-and-circumstances test ' 2015. 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 VI how the organization meets the ’facts-and-circumstances’ test. The organization qualifies as a publicly supported organization b 10%-facts-and-circumstances test ' 2014. 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 VI how the organization meets the ’facts-and-circumstances’ test. The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions BAA Schedule A (Form 990 or 990-EZ) 2015 TEEA0402 10/12/15 Schedule A (Form 990 or 990-EZ) 2015 Part III Donors Capital Fund, Inc Support Schedule for Organizations Described in Section 509(a)(2) Page 3 54-1934032 (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) G 1 Gifts, grants, contributions and membership fees received. (Do not include any ’unusual grants.’) 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any 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 through 5 7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year c Add lines 7a and 7b 8 Public support. (Subtract line 7c from line 6.) (a) 2011 (c) 2013 (b) 2012 (d) 2014 (e) 2015 (f) Total (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 Calendar year (or fiscal year beginning in) G 9 Amounts from line 6 10 a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from 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 in line 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 VI.) 13 Total support. (Add Iines 9, 10c, 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 (f) Total Section B. Total Support Section C. Computation of Public Support Percentage 15 16 Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) Public support percentage from 2014 Schedule A, Part III, line 15 15 16 % % Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) 17 18 Investment income percentage from 2014 Schedule A, Part III, line 17 18 19 a 33-1/3% support tests ' 2015. 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 more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b 33-1/3% support tests ' 2014. If the organization did not check a box on line 14 or line 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 19b, check this box and see instructions BAA TEEA0403 10/12/15 % % Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc 54-1934032 Supporting Organizations (Complete only if you checked a box in line 11 on Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Page 4 Part IV Yes 1 2 Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If ’No,’ describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain 1 X Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If ’Yes,’ explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2) 2 X 3a X 3 a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If ’Yes,’ answer (b) and (c) below b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If ’Yes,’ describe in Part VI when and how the organization made the determination 3b c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If ’Yes,’ explain in Part VI what controls the organization put in place to ensure such use 3c 4 a Was any supported organization not organized in the United States (’foreign supported organization’)? If ’Yes’ and if you checked 11a or 11b in Part I, answer (b) and (c) below 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If ’Yes,’ describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If ’Yes,’ explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes 4c 5 a Did the organization add, substitute, or remove any supported organizations during the tax year? If ’Yes,’ answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization’s organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document) 5a b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization’s organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization’s control? 5c 6 No X X Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If ’Yes,’ provide detail in Part VI 6 X Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If ’Yes,’ complete Part I of Schedule L (Form 990 or 990-EZ) 7 X Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If ’Yes,’ complete Part I of Schedule L (Form 990 or 990-EZ) 8 X 9a X b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If ’Yes,’ provide detail in Part VI 9b X c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ’Yes,’ provide detail in Part VI 9c X 10a X 7 8 9 a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If ’Yes,’ provide detail in Part VI 10 a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If ’Yes,’ answer 10b below b Did the organization, have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) BAA TEEA0404 10/12/15 10b Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 Part IV Donors Capital Fund, Inc Supporting Organizations (continued) Page 5 54-1934032 Yes 11 No Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? 11a b A family member of a person described in (a) above? 11b c A 35% controlled entity of a person described in (a) or (b) above? If ’Yes’ to a, b, or c, provide detail in Part VI 11c X X X Section B. Type I Supporting Organizations Yes 1 2 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If ’No,’ describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year 1 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If ’Yes,’ explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization 2 No X X Section C. Type II Supporting Organizations 1 Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If ’No,’ describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s) Yes No Yes No Yes No 1 Section D. All Type III Supporting Organizations 1 2 3 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided? 1 Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If ’No,’ explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s) 2 By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If ’Yes,’ describe in Part VI the role the organization’s supported organizations played in this regard 3 Section E. Type III Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions): a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). 2 Activities Test. Answer (a) and (b) below. a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If ’Yes,’ then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities 2a b Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If ’Yes,’ explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement 2b 3 Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If ’Yes,’ describe in Part VI the role played by the organization in this regard 3b BAA TEEA0405 10/12/15 Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 Part V 1 Donors Capital Fund, Inc Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 54-1934032 Page 6 Check here if the organization satisfied the Integral Part Test as a qualifying trust on November 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. Section A ' Adjusted Net Income 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 Section B ' Minimum Asset Amount 1 (A) Prior Year (B) Current Year (optional) (A) Prior Year (B) Current Year (optional) Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 3 Acquisition indebtedness applicable to non-exempt-use assets Subtract line 2 from line 1d 2 3 4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions) 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by .035 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section C ' Distributable Amount Current Year 1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2 3 4 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 5 6 7 BAA Enter greater of line 2 or line 3 Income tax imposed in prior year 5 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 Check here if the current year is the organization’s first as a non-functionally-integrated Type III supporting organization (see instructions). Schedule A (Form 990 or 990-EZ) 2015 TEEA0406 10/12/15 Schedule A (Form 990 or 990-EZ) 2015 Page 7 Donors Capital Fund, Inc 54-1934032 Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Current Year Section D ' Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 4 5 6 7 Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets Qualified set-aside amounts (prior IRS approval required) Other distributions (describe in Part VI). See instructions Total annual distributions. Add lines 1 through 6 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions 9 Distributable amount for 2015 from Section C, line 6 10 Line 8 amount divided by Line 9 amount Section E ' Distribution Allocations (see instructions) 1 Distributable amount for 2015 from Section C, line 6 2 Underdistributions, if any, for years prior to 2015 (reasonable cause required ' see instructions) Excess distributions carryover, if any, to 2015: 3 (i) Excess Distributions (ii) Underdistributions Pre-2015 (iii) Distributable Amount for 2015 a b c d From 2013 e From 2014 f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2015 distributable amount i Carryover from 2010 not applied (see instructions) 4 j Remainder. Subtract lines 3g, 3h, and 3i from 3f Distributions for 2015 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2015 distributable amount c Remainder. Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) 6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) 7 8 Excess distributions carryover to 2016. Add lines 3j and 4c Breakdown of line 7: a b c Excess from 2013 d Excess from 2014 e Excess from 2015 BAA Schedule A (Form 990 or 990-EZ) 2015 TEEA0407 10/12/15 Schedule A (Form 990 or 990-EZ) 2015 Page 8 Donors Capital Fund, Inc 54-1934032 Part VI Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b;Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) Pt Pt Pt Pt Pt Pt Pt Pt Pt Pt IV IV IV IV IV IV IV IV IV IV BAA Sec Sec Sec Sec Sec Sec Sec Sec Sec Sec A A A A A A A A B B Ln Ln Ln Ln Ln Ln Ln Ln Ln Ln 1 1 1 1 1 1 1 1 1 1 Support organizations 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. President and CEO of Donors Trust nominates members of the supported class to nominate board members. TEEA0408 10/12/15 Schedule A (Form 990 or 990-EZ) 2015 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service Name of the organization OMB No. 1545-0047 Supplemental Financial Statements 2015 G Complete if the organization answered ’Yes’ on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. G Attach to Form 990. G Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990. Open to Public Inspection Employer identification number Donors Capital Fund, Inc 54-1934032 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts 1 2 3 4 Total number at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year 5 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? X Yes No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? X Yes No Part II 14. 60,241,648. 67,401,707. 27,622,047. Conservation Easements. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 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 Tax Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year G 4 Number of states where property subject to conservation easement is located G 5 6 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, Yes No and enforcement of the conservation easements it holds? Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year G 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year G$ 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements. Yes No Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 8. 1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part X $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenue included on Form 990, Part VIII, line 1 $ b Assets included in Form 990, Part X $ BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 06/03/15 Schedule D (Form 990) 2015 Schedule D (Form 990) 2015 Part III Page 2 Donors Capital Fund, Inc 54-1934032 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other 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 XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? Yes No Part IV Escrow and Custodial Arrangements. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If ’Yes,’ explain the arrangement in Part XIII and complete the following table: Yes No Amount c Beginning balance 1c d Additions during the year 1d e Distributions during the year 1e f Ending balance 1f 2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? b If ’Yes,’ explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII Part V Yes No Endowment Funds. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 10. (a) Current year 1 a Beginning of year balance b Contributions 35,500,375. 60,204,785. (b) Prior year 35,382,493. 48,024,045. (c) Two years back (d) Three years back (e) Four years back 36,269,849. 48,677,677. 35,566,731. 55,254,703. 31,734,450. 60,622,937. 2,478,964. 56,114,235. 497,225. 56,612,510. 205,355. 710,959. 36,269,849. 12,686. 662,685. 35,566,731. c Net investment earnings, gains, and losses -36,863. 1,327,806. 3,276,729. d Grants or scholarships 67,401,707. 48,428,362. 52,091,881. e Other expenditures for facilities and programs 0. 160,101. 23,529. f Administrative expenses 644,543. 645,506. 726,352. g End of year balance 27,622,047. 35,500,375. 35,382,493. 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment G 100.00 % b Permanent endowment G 0.00 % c Temporarily restricted endowment G 0.00 % The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a 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’ on line 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIII the intended uses of the organization’s endowment funds. Yes No 3a(i) 3a(ii) 3b X X Part VI Land, Buildings, and Equipment. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (investment) (b) Cost or other basis (other) 1 a Land b Buildings c Leasehold improvements d Equipment e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) BAA TEEA3302 10/12/15 (c) Accumulated depreciation (d) Book value Schedule D (Form 990) 2015 Schedule D (Form 990) 2015 Page 3 Donors Capital Fund, Inc 54-1934032 Part VII Investments ' Other Securities. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) Financial derivatives (2) Closely-held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) (I) Total. (Column (b) must equal Form 990, Part X, column (B) line 12.) Part VIII Investments ' Program Related. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column (b) must equal Form 990, Part X, column (B) line 13.) Part IX Other Assets. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (b) Book value Investment in DCF LLC Due from Donors Trust Inc 778,688. 86,924. Total. (Column (b) must equal Form 990, Part X, column (B) line 15.) Part X 865,612. Other Liabilities. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25 (a) Description of liability (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (b) Book value Total. (Column (b) must equal Form 990, Part X, column (B) line 25.) 2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII BAA TEEA3303 06/03/15 Schedule D (Form 990) 2015 Schedule D (Form 990) 2015 Page 4 Donors Capital Fund, Inc 54-1934032 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 12a. Total revenue, gains, and other support per audited financial statements 1 60,204,785. Part XI 1 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains (losses) on investments b Donated services and use of facilities c Recoveries of prior year grants d Other (Describe in Part XIII.) 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 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII.) c Add lines 4a and 4b 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 2a 2b 2c 2d -1,198,230. 2e 3 -1,198,230. 61,403,015. 4c 5 61,403,015. 4a 4b Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 12a. 1 2 Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities b Prior year adjustments c Other losses d Other (Describe in Part XIII.) e Add lines 2a through 2d 1 68,275,306. 2e 3 68,275,306. 4c 5 68,275,306. 2a 2b 2c 2d 3 4 Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIII.) c Add lines 4a and 4b 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) 4a 4b Part XIII Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. BAA Schedule D (Form 990) 2015 TEEA3304 06/03/15 (Form 990) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Grants and Other Assistance to Organizations, Governments, and Individuals in the United States SCHEDULE I 2015 Complete if the organization answered ’Yes’ on Form 990, Part IV, line 21 or 22. G Attach to Form 990. G Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. Open to Public Inspection Name of the organization Employer identification number Donors Capital Fund, Inc Part I General Information on Grants and Assistance 54-1934032 1 2 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 organization’s procedures for monitoring the use of grant funds in the United States. Yes X No Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed. 1 (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 (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance See continuation pages (2) (3) (4) (5) (6) (7) (8) 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 3 Enter total number of other organizations listed in the line 1 table BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. G G TEEA3901 11/04/15 146 0 Schedule I (Form 990) (2015) Donors Capital Fund, Inc. 54-1934032 1 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable American Enterprise Institute 1789 Massachusetts Ave. NW Washington, DC 20036 53-0218495 501(c)(3) Committee for a Constructive Tomorrow PO Box 65722 Washington, DC 20035 52-1462893 American Council of Trustees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500,000.00 N/A Cash N/A for general operations 501(c)(3) $50,000.00 N/A Cash N/A for general operations 52-1870003 501(c)(3) $1,350,000.00 N/A Cash N/A for general operations US English Foundation 2000 L Street, NW Suite 702 Washington, DC 20036 52-1524976 501(c)(3) $50,000.00 N/A Cash N/A for general operations Foundation for Individual Rights in Education (FIRE) 601 Walnut Street Suite 510 Philadelphia, PA 19106 04-3467254 501(c)(3) $500,000.00 N/A Cash N/A for general operations Human Rights Foundation 350 Fifth Avenue Suite 4515 New York, NY 10118 20-2669700 501(c)(3) $500,000.00 N/A Cash N/A for general operations Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 501(c)(3) $500,000.00 N/A Cash N/A for general operations CERGE-EI Foundation 715 Queen Anne Road Teaneck, NJ 07666 25-1725738 501(c)(3) $1,700,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 2 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Free To Choose Network, Inc. 2002 Filmore Avenue Suite 1 Erie, PA 16506 52-1455677 501(c)(3) Judicial Education Project 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 John Hancock Committee for the States 106 East 6th Street Suite 900 Austin, TX 78701 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500,000.00 N/A Cash N/A for general operations (2014) 501(c)(3) $300,000.00 N/A Cash N/A for general operations 27-1657203 501(c)(3) $1,500,000.00 N/A Cash N/A for general operations American Transparency 200 South Frontage Road Suite 304 Burr Ridge, IL 60527 26-3593601 501(c)(3) $100,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $200,000.00 N/A Cash N/A for general operations DonorsTrust 109 North Henry Street Alexandria, VA 22314-2903 52-2166327 501(c)(3) $6,950,000.00 N/A Cash N/A for general operations Ethics & Public Policy Center 1730 M Street, NW Suite 910 Washington, DC 20036 52-1162185 501(c)(3) $15,000.00 N/A Cash N/A for Android app maintenance Lincoln Institute of Public Opinion Research 5405 Jonestown Road Suite 110 Harrisburg, PA 17112 25-1704705 501(c)(3) $20,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 3 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000,000.00 N/A Cash N/A for general operations 501(c)(3) $1,000,000.00 N/A Cash N/A for general operations 20-8036372 501(c)(3) $606,000.00 N/A Cash N/A for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $50,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $200,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $50,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $12,500.00 N/A Cash N/A for general operations Student Free Press Association 4771 Mechanic Road Hillsdale, MI 49242 27-2277658 501(c)(3) $100,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 4 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 Frontier Lab 2403 Iroquois Road Wilmette, IL 60091 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $250,000.00 N/A Cash N/A for general operations 501(c)(3) $60,500.00 N/A Cash N/A for general operations 45-2838483 501(c)(3) $150,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $1,000,000.00 N/A Cash N/A for general operations Heartland Institute One South Wacker Drive Suite 2740 Chicago, IL 60606 36-3309812 501(c)(3) $1,800,000.00 N/A Cash N/A for general operations 501(c)(3) $4,500.00 N/A Cash N/A for general operations First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 (d) Amount of Cash Grant (h) Purpose of Grant or Assistance Ethics & Public Policy Center 1730 M Street, NW Suite 910 Washington, DC 20036 52-1162185 501(c)(3) $0.00 N/A Cash N/A for general operations Illinois Policy Institute 190 South LaSalle Street Suite 1500 Chicago, IL 60603 41-2057028 501(c)(3) $600.00 N/A Cash N/A for general operations Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 5 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 Frontier Lab 2403 Iroquois Road Wilmette, IL 60091 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $25,000.00 N/A Cash N/A for general operations 501(c)(3) $700.00 N/A Cash N/A for general operations 45-2838483 501(c)(3) $48,000.00 N/A Cash N/A for general operations Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $600.00 N/A Cash N/A for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $600.00 N/A Cash N/A for general operations Show-Me Institute 5297 Washington Place St. Louis, MO 63108 20-1957878 501(c)(3) $600.00 N/A Cash N/A for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $1,500.00 N/A Cash N/A for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $700.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 6 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,000.00 N/A Cash N/A for general operations 501(c)(3) $15,000.00 N/A Cash N/A for general operations 26-3077338 501(c)(3) $600.00 N/A Cash N/A for general operations Empower Mississippi Foundation PO Box 4028 Madison, MS 39130 46-4565274 501(c)(3) $600.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $500,000.00 N/A Cash N/A for general operations American Media Institute 109 North Henry Street Alexandria, VA 22314 46-0551578 501(c)(3) $2,500,000.00 N/A Cash N/A for general operations Acton Institute 98 East Fulton Street Grand Rapids, MI 49503 38-2926822 501(c)(3) $1,050,000.00 N/A Cash N/A for general operations The Jewish Federations of North America 25 Broadway Suite 1700 New York, NY 10004-1010 13-1624240 501(c)(3) $500,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 7 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $800,000.00 N/A Cash N/A for general operations 501(c)(3) $3,500.00 N/A Cash N/A for general operations 38-2701547 501(c)(3) $1,200.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $412,500.00 N/A Cash N/A for general operations Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) $10,000.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $400.00 N/A Cash N/A for general operations Judicial Education Project 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 501(c)(3) $0.00 N/A Cash N/A for general operations Center for Class Action Fairness 1718 M Street, NW #236 Washington, DC 20036 45-5119142 501(c)(3) $150,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 8 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Center for Organizational Research and Education PO Box 34557 Washington, DC 20043 26-0006579 501(c)(3) Grace Medical Home 51 Pennsylvania Street Orlando, FL 32806 26-1817966 Independence Institute 727 East 16th Avenue Denver, CO 80203 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $12,500.00 N/A Cash N/A for general operations 501(c)(3) $10,000.00 N/A Cash N/A for general operations 84-0990300 501(c)(3) $1,600.00 N/A Cash N/A for general operations Media Research Center 1900 Campus Commons Drive Suite 600 Reston, VA 20191 54-1429009 501(c)(3) $25,000.00 N/A Cash N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $10,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $600.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $256,000.00 N/A Cash N/A for general operations Montana Policy Institute 129 Fairway Drive Helena, MT 59601 20-2591461 501(c)(3) $0.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 9 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) Judicial Education Project 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $0.00 N/A Cash N/A for general operations 501(c)(3) $300,000.00 N/A Cash N/A for general operations 58-1928520 501(c)(3) $700.00 N/A Cash N/A for general operations California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $25,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $250,000.00 N/A Cash N/A for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $600.00 N/A Cash N/A for general operations Institute on Religion & Democracy 1023 15th Street, NW Suite 601 Washington, DC 20005-2601 52-1265221 501(c)(3) $250,000.00 N/A Cash N/A for general operations Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $1,200.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 10 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 Illinois Taxpayer Education Foundation 205 West Randolph Street Suite 1305 Chicago, IL 60606 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500,000.00 N/A Cash N/A for general operations 501(c)(3) $1,500,000.00 N/A Cash N/A for general operations 36-3955081 501(c)(3) $50,000.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $15,000.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $2,000.00 Cash N/A for general operations Grace Medical Home 51 Pennsylvania Street Orlando, FL 32806 26-1817966 501(c)(3) $15,000.00 N/A Cash N/A for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $400.00 N/A Cash N/A for general operations Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 501(c)(3) $1,500.00 N/A Cash N/A for general operations N/A (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 11 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 Vanguard Charitable Endowment Program PO Box 55766 Boston, MA 02205-5766 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,500.00 N/A Cash N/A for general operations 501(c)(3) $12,750.00 N/A Cash N/A for general operations 23-2888152 501(c)(3) $140,000.00 N/A Cash N/A for the Vanguard Citizenship Fund Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $125,000.00 N/A Cash N/A for general operations American Enterprise Institute 1789 Massachusetts Ave. NW Washington, DC 20036 53-0218495 501(c)(3) $40,000.00 N/A Cash N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $40,000.00 N/A Cash N/A for general operations Ashland University 401 College Avenue Ashland, OH 44805 34-0714626 501(c)(3) $10,000.00 N/A Cash N/A for the Ashbrook Center Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $20,500.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 12 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Clare Boothe Luce Policy Institute 112 Elden Street Suite P Herndon, VA 20170 54-1672138 501(c)(3) Center for Education Reform 4825 Bethesda Avenue Suite 220 Bethesda, MD 20814-5267 52-1847187 Claremont Institute 1317 West Foothill Boulevard Suite 120 Upland, CA 91786 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A Cash N/A for general operations 501(c)(3) $20,000.00 N/A Cash N/A for general operations 95-3443202 501(c)(3) $20,000.00 N/A Cash N/A for general operations Capital Research Center 1513 16th Street, NW Washington, DC 20036-1480 52-1289734 501(c)(3) $40,000.00 N/A Cash N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $60,000.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $60,000.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $10,000.00 N/A Cash N/A for a donor-advised fund account Freedom Foundation PO Box 552 Olympia, WA 98507 94-3136961 501(c)(3) $20,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 13 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 Independence Institute 727 East 16th Avenue Denver, CO 80203 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A Cash N/A for general operations 501(c)(3) $7,000.00 N/A Cash N/A for general operations 84-0990300 501(c)(3) $1,000.00 N/A Cash N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $40,000.00 N/A Cash N/A for general operations Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 501(c)(3) $50,000.00 N/A Cash N/A for general operations Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $23,000.00 N/A Cash N/A for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $3,500.00 N/A Cash N/A for general operations N/A $25,000.00, general operations; $50,000.00 for the F.A. Hayek Program Mercatus Center, GMU 3434 Washington Boulevard 4th Floor Arlington, VA 22201 54-1436224 501(c)(3) (d) Amount of Cash Grant $75,000.00 N/A Cash (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 14 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-0736725 501(c)(3) National Center for Public Policy Research, Inc. 501 Capitol Court, NE Suite 200 Washington, DC 20002 52-1226614 National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $50,000.00 N/A Cash N/A for general operations 501(c)(3) $45,000.00 N/A Cash N/A for general operations 52-1750188 501(c)(3) $30,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $22,500.00 N/A Cash N/A for general operations Pacific Legal Foundation 930 G Street Sacramento, CA 95814 94-2197343 501(c)(3) $60,000.00 N/A Cash N/A for general operations Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $64,200.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $40,000.00 N/A Cash N/A for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $23,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 15 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government Washington Legal Foundation 2009 Massachusetts Avenue, NW Washington, DC 20036 (b) EIN (c) IRC Section if Applicable 52-1071570 501(c)(3) (d) Amount of Cash Grant $40,000.00 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 23-7042029 501(c)(3) $90,000.00 N/A Cash N/A $50,000.00 for general operations and $40,000.00 for the Reagan Ranch Goldwater Institute 500 East Coronado Road Phoenix, AZ 85004 86-0597661 501(c)(3) $17,500.00 N/A Cash N/A for general operations Bill of Rights Institute 200 North Glebe Road Suite 200 Arlington, VA 22203 48-0891418 501(c)(3) $20,000.00 N/A Cash N/A for general operations Center for Individual Rights 1233 20th Street, NW Suite 300 Washington, DC 20036-1609 52-1600481 501(c)(3) $30,000.00 N/A Cash N/A for general operations Show-Me Institute 5297 Washington Place St. Louis, MO 63108 20-1957878 501(c)(3) $5,000.00 N/A Cash N/A for general operations Show-Me Institute 5297 Washington Place St. Louis, MO 63108 20-1957878 501(c)(3) $1,000.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $3,500.00 N/A Cash N/A for general operations Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 16 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $2,500.00 N/A Cash N/A for general operations 501(c)(3) $25,000.00 N/A Cash N/A for general operations 91-1752769 501(c)(3) $25,000.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $3,500.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $1,000.00 N/A Cash N/A for general operations Kansas Policy Institute 250 North Water Street Suite 216 Wichita, KS 67202-1215 23-7047821 501(c)(3) $4,500.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $15,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $55,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 17 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 American Stewards of Liberty 624 South Austin Avenue Suite 101 Georgetown, TX 78626 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $12,000.00 N/A Cash N/A for general operations 501(c)(3) $2,500.00 N/A Cash N/A for general operations 74-2726757 501(c)(3) $30,000.00 N/A Cash N/A for general operations UJA Federation of New York 130 East 59th Street New York, NY 10022-1302 51-0172429 501(c)(3) $500,000.00 N/A Cash N/A for the Israel Public Diplomacy Program Ayn Rand Institute 2121 Alton Parkway Suite 250 Irvine, CA 92606-4926 22-2570926 501(c)(3) $20,000.00 N/A Cash N/A for general operations Children's Scholarship Fund 8 West 38th Street 9th Floor New York, NY 10018 13-4002189 501(c)(3) $175,000.00 N/A Cash N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $35,000.00 N/A Cash N/A for general operations Foundation for Economic Education 1718 Peachtree Street, NW Suite 1048 Atlanta, GA 30309 13-6006960 501(c)(3) $50,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 18 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 Foundation for Individual Rights in Education (FIRE) 170 South Independence Mall West Suite 510 Philadelphia, PA 19106 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100,000.00 N/A Cash N/A for general operations 501(c)(3) $1,000.00 N/A Cash N/A for general operations 04-3467254 501(c)(3) $10,000.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $2,700.00 N/A Cash N/A for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $1,000.00 N/A Cash N/A for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $1,000.00 N/A Cash N/A for general operations StudentNewsDaily.com PO Box 30353 Edmund, OK 73003 05-0611977 501(c)(3) $25,000.00 N/A Cash N/A for general operations American Islamic Congress 1718 M Street, NW Suite 243 Washington, DC 20036 06-1634525 501(c)(3) $25,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 19 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Reason, Individualism, Freedom Institute 9400 South Damen Avenue Chicago, IL 60643-6337 20-3518877 501(c)(3) Jerusalem Institute for Market Studies 9728 South Crescent View Drive Boynton Beach, FL 33437 20-0105601 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $30,000.00 N/A Cash N/A in support of the Great Connections Seminar 501(c)(3) $325,000.00 N/A Cash N/A for general operations 26-4066298 501(c)(3) $1,000,000.00 N/A Cash N/A for general operations Students for Liberty 1101 17th Street, NW Suite 810 Washington, DC 20036 94-3435899 501(c)(3) $0.00 N/A Cash N/A for general operations First Book 1319 F Street, NW Suite 1000 Washington, DC 20004 52-1779606 501(c)(3) $15,000.00 N/A Cash N/A for general operations California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $10,000.00 N/A Cash N/A for general operations Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $5,000.00 N/A Cash N/A for general operations Claremont Institute 1317 West Foothill Boulevard Suite 120 Upland, CA 91786 95-3443202 501(c)(3) $50,000.00 N/A Cash N/A in suppport of Brian Kennedy's work (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 20 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) Mercatus Center, GMU 3434 Washington Boulevard 4th Floor Arlington, VA 22201 54-1436224 Yankee Institute 216 Main Street Hartford, CT 06106 Catholic University of America 620 Michigan Avenue NE The Catholic University of America School of Business and Economics Washington, DC 20015 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $25,000.00 N/A Cash N/A for general operations 501(c)(3) $15,000.00 N/A Cash N/A for general operations 52-1358144 501(c)(3) $6,500.00 N/A Cash N/A for general operations 53-0196583 501(c)(3) $500,000.00 N/A Cash N/A for the Principled Entrepreneurship Program (h) Purpose of Grant or Assistance American Enterprise Institute 1789 Massachusetts Ave. NW Washington, DC 20036 53-0218495 501(c)(3) $1,300,000.00 N/A Cash N/A for previously approved proposals and NRI Research Fellow program Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $1,394,620.00 N/A Cash N/A for general operations Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $481,250.00 N/A Cash N/A for general operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $7,500.00 N/A Cash N/A for general operations Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 21 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Jerusalem Institute for Market Studies 9728 South Crescent View Drive Boynton Beach, FL 33437 20-0105601 501(c)(3) Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 58-1928520 Frontier Lab 2403 Iroquois Road Wilmette, IL 60091 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $50,000.00 N/A Cash N/A for general operations 501(c)(3) $16,500.00 N/A Cash N/A for general operations 45-2838483 501(c)(3) $55,000.00 N/A Cash N/A for general operations American Legislative Exchange Council 2900 Crystal Drive Suite 600 Arlington, VA 22202 52-0140979 501(c)(3) $31,000.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $8,000.00 N/A Cash N/A for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $1,200.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $23,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $150,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 22 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 Trinity School of Midland Texas 3500 West Wadley Avenue Midland, TX 79707 America's Majority Foundation 2560 Plymouth Street Marion, IA 52302 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,300.00 N/A Cash N/A for general operations 501(c)(3) $1,000.00 N/A Cash N/A for general operations 75-0995808 501(c)(3) $16,666.67 N/A Cash N/A for the Campaign for Trinity 22-3947727 501(c)(3) $10,000.00 N/A Cash N/A for the Messaging Survey 3301 Fairfax Drive Arlington, VA 22201 54-1603842 501(c)(3) $2,465,000.00 N/A Cash N/A for general operations Orlando Health Foundation 3160 Southgate Commerce Boulevard Suite 50 Orlando, FL 32806 59-2244943 501(c)(3) $50,000.00 N/A Cash N/A for the staff respite room of the cardiovascular floor Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $5,500.00 N/A Cash N/A for general operations Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $2,900.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance GMU Foundation (School of Law) Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 23 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $20,000.00 N/A Cash N/A for general operations 501(c)(3) $20,000.00 N/A Cash N/A for general operations 20-1808567 501(c)(3) $5,500.00 N/A Cash N/A for general operations Students for Liberty 1101 17th Street, NW Suite 810 Washington, DC 20036 94-3435899 501(c)(3) $100,000.00 N/A Cash N/A for general operations Friends of Zo Artzeinu, Inc. P.O. Box 241 Cedarhurst, NY 11516 11-3321933 501(c)(3) $75,000.00 N/A Cash N/A for general operations Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) $11,500.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $200,000.00 N/A Cash N/A for general operations Center for Class Action Fairness 1718 M Street, NW #236 Washington, DC 20036 45-5119142 501(c)(3) $20,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 24 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 Catholic Association Foundation 3220 N Street NW Suite 126 Washington, DC 20007 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $481,250.00 N/A Cash N/A for general operations 501(c)(3) $1,250,000.00 N/A Cash N/A for general operations 20-2387967 501(c)(3) $0.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $1,500,000.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $100,000.00 N/A Cash N/A for general operations Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $500,000.00 N/A Cash N/A for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $1,600.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $0.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 25 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Foundation for Individual Rights in Education (FIRE) 170 South Independence Mall West Suite 510 Philadelphia, PA 19106 04-3467254 501(c)(3) Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $5,000.00 N/A Cash N/A for the Internship Program 501(c)(3) $540,000.00 N/A Cash N/A for general operations 46-1987418 501(c)(3) $15,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $1,500.00 N/A Cash N/A for general operations Certell, Inc. c/o DARES, LLC 8520 Allison Pointe Blvd, Suite 220 Indianapolis, IN 46250 46-1888092 501(c)(3) $500,000.00 N/A Cash N/A for new books and courses on Economics State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $276,000.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $10,000.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $4,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 26 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable American Legislative Exchange Council 2900 Crystal Drive Suite 600 Arlington, VA 22202 52-0140979 501(c)(3) State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 Alliance Defending Freedom 15100 North 90th Street Scottsdale, AZ 85260 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A Cash N/A for general operations 501(c)(3) $215,000.00 N/A Cash N/A for general operations 54-1660459 501(c)(3) $330,000.00 N/A Cash N/A for general operations 3301 Fairfax Drive Arlington, VA 22201 54-1603842 501(c)(3) $150,000.00 N/A Cash N/A for the S. Menashi Project George Mark Children's Fund 2121 George Mark Lane San Leandro, CA 94578-1017 94-3255845 501(c)(3) $25,000.00 N/A Cash N/A for general operations One Nation Under God Foundation 414 N. Orleans Plaza, Suite 320 Chicago, IL 60654 35-2176192 501(c)(3) $120,000.00 N/A Cash N/A for the Religious Freedom Project Market Research Foundation 4153 Chain Bridge Road Fairfax, VA 22030 20-4155641 501(c)(3) $400,000.00 N/A Cash N/A for the Database Project Catholic Association Foundation 3220 N Street NW Suite 126 Washington, DC 20007 20-2387967 501(c)(3) $300,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance GMU Foundation (School of Law) Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 27 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $150,000.00 N/A Cash N/A for general operations 501(c)(3) $400,000.00 N/A Cash N/A for general operations 57-0952531 501(c)(3) $62,000.00 N/A Cash N/A for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $200,000.00 N/A Cash N/A for general operations Maryland Public Policy Institute PO Box 195 Germantown, MD 20875-0195 52-2199055 501(c)(3) $10,000.00 N/A Cash N/A for general operations Vanguard Charitable Endowment Program PO Box 55766 Boston, MA 02205-5766 23-2888152 501(c)(3) $40,000.00 N/A Cash N/A for the Vanguard Citizenship Fund Foundation for Economic Education 1718 Peachtree Street, NW Suite 1048 Atlanta, GA 30309 13-6006960 501(c)(3) $100,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $62,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 28 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A Cash N/A for general operations 501(c)(3) $3,500.00 N/A Cash N/A for general operations 20-8809060 501(c)(3) $15,000.00 N/A Cash N/A for general operations Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 501(c)(3) $1,500.00 N/A Cash N/A for general operations California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $15,000.00 N/A Cash N/A for general operations Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $3,500.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $30,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $21,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 29 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) National Review Institute 215 Lexington Avenue 11th Floor New York, NY 10016 13-3649537 DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $17,500.00 N/A Cash N/A for general operations 501(c)(3) $200,000.00 N/A Cash N/A for general operations 52-2166327 501(c)(3) $2,000,000.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $12,860.00 N/A Cash N/A for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $3,500.00 N/A Cash N/A for general operations Free To Choose Network, Inc. 2002 Filmore Avenue Suite 1 Erie, PA 16506 52-1455677 501(c)(3) $400,000.00 N/A Cash N/A for the Constitution video project Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $1,000.00 N/A Cash N/A for general operations Judicial Education Project 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 501(c)(3) $75,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 30 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 88-0276314 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100,000.00 N/A Cash N/A for general operations 501(c)(3) $3,500.00 N/A Cash N/A for general operations 57-0952531 501(c)(3) $7,500.00 N/A Cash N/A for general operations Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $3,000.00 N/A Cash N/A for general operations State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) $45,000.00 N/A Cash N/A for general operations Judicial Education Project 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 501(c)(3) $75,000.00 N/A Cash N/A for general operations Leadership Project for America Foundation 1737 Wood Glen Road Sandy, UT 84092 27-4079078 501(c)(3) $35,000.00 N/A Cash N/A for general operations Judicial Education Project 3011 Dumbarton Street NW Washington, DC 20007 20-2466871 501(c)(3) $50,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 31 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Catholic Association Foundation 3011 Dumbarton Street NW Washington, DC 20007 20-2387967 501(c)(3) John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $125,000.00 N/A Cash N/A for general operations 501(c)(3) $1,500.00 N/A Cash N/A for general operations 59-2811908 501(c)(3) $1,500.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $1,500.00 N/A Cash N/A for general operations Sutherland Institute 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $3,000.00 N/A Cash N/A for general operations Texas Public Policy Foundation 901 Congress Avenue Austin, TX 78701 74-2524057 501(c)(3) $1,000.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $19,500.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $500.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 32 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 (b) EIN (c) IRC Section if Applicable 20-1808567 501(c)(3) (d) Amount of Cash Grant $1,500.00 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Midland - Odessa Symphony & Chorale PO Box 60658 Midland, TX 79711 75-1301544 501(c)(3) $5,125.00 N/A Cash N/A to be allocated as follows: $2500.00 for the Annual Fund Drive; $2500.00 Concert Spon Center for Independent Thought 1420 Walnut Street Suite 1011 Philadelphia, PA 19102 52-0945376 501(c)(3) $100,000.00 N/A Cash N/A for the Stossel in the Classroom Project California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $3,000.00 N/A Cash N/A for general operations John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 501(c)(3) $3,000.00 N/A Cash N/A for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $3,000.00 N/A Cash N/A for general operations Pioneer Institute for Public Policy Research 185 Devonshire Street Suite 1101 Boston, MA 02110 22-2632081 501(c)(3) $3,000.00 N/A Cash N/A for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $1,500.00 N/A Cash N/A for general operations Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 33 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Alabama Policy Institute 402 Office Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) Illinois Policy Institute 190 South LaSalle Street Suite 1500 Chicago, IL 60603 41-2057028 Show-Me Institute 5297 Washington Place St. Louis, MO 63108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,500.00 N/A Cash N/A for general operations 501(c)(3) $1,000.00 N/A Cash N/A for general operations 20-1957878 501(c)(3) $1,500.00 N/A Cash N/A for general operations John W. Pope Civitas Institute 100 South Harrington Street Raleigh, NC 27603 20-2454741 501(c)(3) $1,500.00 N/A Cash N/A for general operations Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $10,000.00 N/A Cash N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $5,000.00 N/A Cash N/A for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $3,000.00 N/A Cash N/A for general operations National Review Institute 215 Lexington Avenue 11th Floor New York, NY 10016 13-3649537 501(c)(3) $20,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 34 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) American Council of Trustees and Alumni 1726 M Street, NW Suite 802 Washington, DC 20036 52-1870003 Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia, PA 19102 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $5,000.00 N/A Cash N/A for general operations 501(c)(3) $332,000.00 N/A Cash N/A for the N & S Administrative Cost Project 23-7749796 501(c)(3) $481,250.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $17,500.00 N/A Cash N/A for general operations Moving Picture Institute 375 Greenwich Street New York, NY 10013 20-3237801 501(c)(3) $25,000.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $1,500.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $500,000.00 N/A Cash N/A for general operations Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $10,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 35 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Frontier Lab 2403 Iroquois Road Wilmette, IL 60091 45-2838483 501(c)(3) Ayn Rand Institute 2121 Alton Parkway Suite 250 Irvine, CA 92606-4926 22-2570926 DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $55,000.00 N/A Cash N/A for general operations 501(c)(3) $50,000.00 N/A Cash N/A for general operations 52-2166327 501(c)(3) $750,000.00 N/A Cash N/A for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $20,000.00 N/A Cash N/A for general operations James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $25,000.00 N/A Cash N/A for general operations Pioneer Institute for Public Policy Research 185 Devonshire Street Suite 1101 Boston, MA 02110 22-2632081 501(c)(3) $1,500.00 N/A Cash N/A for general operations Alabama Policy Institute 402 Office Park Drive Suite 300 Birmingham, AL 35223 63-0809568 501(c)(3) $17,500.00 N/A Cash N/A for general operations Show-Me Institute 5297 Washington Place St. Louis, MO 63108 20-1957878 501(c)(3) $25,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 36 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Students for Liberty 1101 17th Street, NW Suite 810 Washington, DC 20036 94-3435899 501(c)(3) Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 58-1928520 New Hampshire Center for Economic Policy 27 Locke Road Concord, NH 03301 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $300,000.00 N/A Cash N/A for general operations 501(c)(3) $40,000.00 N/A Cash N/A for general operations 26-4378967 501(c)(3) $17,500.00 N/A Cash N/A for general operations Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $135,000.00 N/A Cash N/A for the Almanac of American Philanthropy Project Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $3,000.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $563,300.00 N/A Cash N/A for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $67,700.00 N/A Cash N/A for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $68,050.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 37 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) Ulysses S. Grant Association P.O. Box 5408 Mississippi State, MS 39762-5408 37-0816885 Civil War Trust 1156 15th Street, NW, Suite 900 Washington, DC 20005 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,500.00 N/A Cash N/A for general operations 501(c)(3) $50,000.00 N/A Cash N/A for general operations 54-1426643 501(c)(3) $25,000.00 N/A Cash N/A to support school field tips to battlefields Central Fund of Israel c/o Marcus Brothers Textile 980 6th Avenue (Avenue of the Americas) New York, NY 10018 13-2992985 501(c)(3) $500,000.00 N/A Cash N/A for the Betar Project DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $18,500.00 N/A Cash N/A for general operations American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $500,000.00 N/A Cash N/A for general operations 3301 Fairfax Drive Arlington, VA 22201 54-1603842 501(c)(3) $250,000.00 N/A Cash N/A for the LSAT Project Judicial Education Project 3220 N Street, NW Suite 268 Washington, DC 20007 20-2466871 501(c)(3) $1,200,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance GMU Foundation (School of Law) Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 38 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable American Transparency 200 South Frontage Road Suite 304 Burr Ridge, IL 60527 26-3593601 501(c)(3) Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $150,000.00 N/A Cash N/A for general operations 501(c)(3) $600,000.00 N/A Cash N/A for general operations 26-4066298 501(c)(3) $225,000.00 N/A Cash N/A for general operations Shriners Hospitals for Children 2900 Rocky Point Drive Tampa, FL 33607 36-2193608 501(c)(3) $10,000.00 N/A Cash N/A for general operations St. Jude Children's Research Hospital 501 St. Jude Place Memphis, TN 38105 35-1044585 501(c)(3) $10,000.00 N/A Cash N/A for general operations Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $824,000.00 N/A Cash N/A for general operations Lucy Burns Institute 301 South Bedford Street Suite 6 Madison, WI 53703-9691 20-8036372 501(c)(3) $500,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $200,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 39 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Budget Solutions 1739 Maybank Highway Suite T346 Charleston, SC 29412 27-1501919 501(c)(3) Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $50,000.00 N/A Cash N/A for general operations 501(c)(3) $3,500.00 N/A Cash N/A for general operations 88-0276314 501(c)(3) ($3,500.00) N/A Cash N/A for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $3,500.00 N/A Cash N/A for general operations Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $3,500.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $27,000.00 N/A Cash N/A for general operations New Hampshire Center for Economic Policy 27 Locke Road Concord, NH 03301 26-4378967 501(c)(3) $3,500.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $480,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 40 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $10,000.00 N/A Cash N/A for general operations 501(c)(3) $116,942.00 N/A Cash N/A for general operations 52-2166327 501(c)(3) $132,388.00 N/A Cash N/A for general operations NFIB Small Business Legal Center 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $15,000.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $20,000.00 N/A Cash N/A for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $20,000.00 N/A Cash N/A for general operations St. Matthew Catholic School 221 SE Walnut Street Hillsboro, OR 97123 53-0196617 501(c)(3) $10,000.00 N/A Cash N/A for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $6,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 41 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Project Veritas 1214 West Boston Post Road, #148 Mamaroneck, NY 10543 27-2894856 501(c)(3) Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 58-1928520 Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $10,000.00 N/A Cash N/A for general operations 501(c)(3) $60,100.00 N/A Cash N/A for general operations 58-1928520 501(c)(3) $1,500.00 N/A Cash N/A for general operations Empower Mississippi Foundation PO Box 4028 Madison, MS 39130 46-4565274 501(c)(3) $17,500.00 N/A Cash N/A for general operations Roman Catholic Diocese of Phoenix 400 East Monroe Street Phoenix, AZ 85004 86-0223974 501(c)(3) $120,000.00 N/A Cash N/A to benefit the Marriage and Young Adult Initiatives Paradisus Dei P.O. Box 19127 Houston, TX 77224 06-1699099 501(c)(3) $185,000.00 N/A Cash N/A for general operations Leadership Network 2626 Cole Avenue Suite 900 Dallas, TX 75204 75-2208735 501(c)(3) $195,000.00 N/A Cash N/A for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $1,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 42 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable John Locke Foundation 200 West Morgan Street Suite 200 Raleigh, NC 27601 56-1656943 501(c)(3) Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A Cash N/A for general operations 501(c)(3) $3,000.00 N/A Cash N/A for general operations 57-0952531 501(c)(3) $113,400.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $2,500.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $8,000.00 N/A Cash N/A for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $1,000.00 N/A Cash N/A for general operations Consumers' Research, Inc. 1801 F Street NW 3rd Floor Washington, DC 20006 22-1500498 501(c)(3) $100,000.00 N/A Cash N/A for the EMP project Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) $17,500.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 43 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) American Legislative Exchange Council 2900 Crystal Drive 6th Floor Arlington, VA 22202 52-0140979 Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $7,000.00 N/A Cash N/A for general operations 501(c)(3) $100,000.00 N/A Cash N/A for general operations 23-2473845 501(c)(3) $8,000.00 N/A Cash N/A for general operations Sutherland Institute 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) $3,000.00 N/A Cash N/A for general operations Middle East Forum 1500 Walnut Street Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) $481,250.00 N/A Cash N/A for general operations Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 501(c)(3) $5,000.00 N/A Cash N/A for general operations Cause of Action 1919 Pennsylvania Avenue NW Suite 650 Washington, DC 20006 45-2805977 501(c)(3) $100,000.00 N/A Cash N/A for the Climate Change Profiteer Project Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $250,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 44 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $20,000.00 N/A Cash N/A for general operations 501(c)(3) $3,000.00 N/A Cash N/A for general operations 31-1278593 501(c)(3) $2,000.00 N/A Cash N/A for general operations Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 501(c)(3) $12,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $13,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $2,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $1,500.00 N/A Cash N/A for general operations Pioneer Institute for Public Policy Research 185 Devonshire Street Suite 1101 Boston, MA 02110 22-2632081 501(c)(3) $2,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 45 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Sutherland Institute 15 West South Temple, Suite 200 Salt Lake City, UT 84101 87-0531727 501(c)(3) Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 Illinois Policy Institute 190 South LaSalle Street Suite 1500 Chicago, IL 60603 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $2,000.00 N/A Cash N/A for general operations 501(c)(3) $2,000.00 N/A Cash N/A for general operations 41-2057028 501(c)(3) $2,000.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $3,500.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $2,000.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $350,000.00 N/A Cash N/A for general operations Trinity School of Midland Texas 3500 West Wadley Avenue Midland, TX 79707 75-0995808 501(c)(3) $2,000.00 N/A Cash N/A for the Annual Trinity Fund Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 501(c)(3) $2,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 46 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $2,000.00 N/A Cash N/A for general operations 501(c)(3) $2,000.00 N/A Cash N/A for general operations 45-2637507 501(c)(3) $2,000.00 N/A Cash N/A for general operations American Spectator Foundation 1611 North Kent Street Suite 901 Arlington, VA 22209-2111 23-7002632 501(c)(3) $20,000.00 N/A Cash N/A for general operations Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $15,000.00 N/A Cash N/A for general operations Buckeye Institute 88 East Broad Street, Suite 1120 Columbus, OH 43215-3506 31-1278593 501(c)(3) $10,000.00 N/A Cash N/A for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $5,000.00 N/A Cash N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $5,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 47 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 Show-Me Institute 5297 Washington Place St. Louis, MO 63108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,500.00 N/A Cash N/A for general operations 501(c)(3) $184,500.00 N/A Cash N/A for general operations 20-1957878 501(c)(3) $3,500.00 N/A Cash N/A for general operations Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $10,000.00 N/A Cash N/A for general operations Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 58-1928520 501(c)(3) $7,000.00 N/A Cash N/A for general operations Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 58-1928520 501(c)(3) $13,000.00 N/A Cash N/A for general operations Empower Mississippi Foundation PO Box 4028 Madison, MS 39130 46-4565274 501(c)(3) $1,750.00 N/A Cash N/A for general operations Cardinal Institute for West Virginia Policy P.O. Box 11495 Charleston, WV 25339 47-1932521 501(c)(3) $2,500.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 48 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Cardinal Institute for West Virginia Policy P.O. Box 11495 Charleston, WV 25339 47-1932521 501(c)(3) Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,500.00 N/A Cash N/A for general operations 501(c)(3) $15,250.00 N/A Cash N/A for general operations 23-2473845 501(c)(3) $15,000.00 N/A Cash N/A for general operations Capital Research Center 1513 16th Street, NW Washington, DC 20036-1480 52-1289734 501(c)(3) $10,000.00 N/A Cash N/A for general operations DonorsTrust 1800 Diagonal Road, Suite 280 Alexandria, VA 22314 52-2166327 501(c)(3) $5,000.00 N/A Cash N/A for Talent Market Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $15,000.00 N/A Cash N/A for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $3,500.00 N/A Cash N/A for general operations Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) $15,250.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 49 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Mackinac Center for Public Policy 140 West Main Street Midland, MI 48640-0568 38-2701547 501(c)(3) Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-0736725 Nevada Policy Research Institute 7130 Placid Street Las Vegas, NV 89119 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,000.00 N/A Cash N/A for general operations 501(c)(3) $10,000.00 N/A Cash N/A for general operations 88-0276314 501(c)(3) $25,000.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $15,250.00 N/A Cash N/A for general operations Oklahoma Council of Public Affairs 1401 North Lincoln Boulevard Oklahoma City, OK 73104-2801 73-1436375 501(c)(3) $40,000.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $202,400.00 N/A Cash N/A for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $1,750.00 N/A Cash N/A for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $15,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 50 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 Yankee Institute 216 Main Street Hartford, CT 06106 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,000.00 N/A Cash N/A for general operations 501(c)(3) $10,000.00 N/A Cash N/A for general operations 52-1358144 501(c)(3) $15,000.00 N/A Cash N/A for general operations Yankee Institute 216 Main Street Hartford, CT 06106 52-1358144 501(c)(3) $5,000.00 N/A Cash N/A for general operations Maine Heritage Policy Center PO Box 7829 Portland, ME 04112 22-3888250 501(c)(3) $25,000.00 N/A Cash N/A for general operations Alabama Policy Institute P.O. Box 131088 Birmingham, AL 35213 63-0809568 501(c)(3) $19,000.00 N/A Cash N/A for general operations Alabama Policy Institute P.O. Box 131088 Birmingham, AL 35213 63-0809568 501(c)(3) $7,000.00 N/A Cash N/A for general operations Illinois Policy Institute 190 South LaSalle Street Suite 1500 Chicago, IL 60603 41-2057028 501(c)(3) $16,400.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 51 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Illinois Policy Institute 190 South LaSalle Street Suite 1500 Chicago, IL 60603 41-2057028 501(c)(3) Show-Me Institute 5297 Washington Place St. Louis, MO 63108 20-1957878 Bluegrass Institute PO Box 11706 Lexington, KY 40577-1706 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,250.00 N/A Cash N/A for general operations 501(c)(3) $1,750.00 N/A Cash N/A for general operations 11-3691843 501(c)(3) $25,000.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $8,000.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $5,500.00 N/A Cash N/A for general operations Montana Policy Institute PO Box 852 Helena, MT 59624 20-2591461 501(c)(3) $40,000.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $3,500.00 N/A Cash N/A for general operations Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) $1,750.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 52 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Beacon Center of Tennessee PO Box 198646 Nashville, TN 37219 20-1808567 501(c)(3) Mississippi Center for Public Policy 520 George Street Jackson, MS 39202 64-0797905 Employment Policies Institute Foundation 1090 Vermont Avenue, NW Suite 800 Washington, DC 20005 52-1902264 First Presbyterian Church-Midland TX 800 West Texas Avenue Midland, TX 79701 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,250.00 N/A Cash N/A for general operations 501(c)(3) $30,000.00 N/A Cash N/A for general operations 501(c)(3) $30,000.00 N/A Cash N/A for general operations 501(c)(3) $10,000.00 N/A Cash N/A for the Common Ground Capital Campaign (h) Purpose of Grant or Assistance Rio Grande Foundation PO Box 40336 Albuquerque, NM 87196 85-0468446 501(c)(3) $20,000.00 N/A Cash N/A for general operations Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $15,000.00 N/A Cash N/A for general operations Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $20,000.00 N/A Cash N/A for general operations Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) $7,500.00 N/A Cash N/A for general operations Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 53 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Platte Institute for Economic Research 900 South 74th Plaza Suite 400 Omaha, NE 68114-4667 20-8809060 501(c)(3) Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $3,500.00 N/A Cash N/A for general operations 501(c)(3) $40,000.00 N/A Cash N/A for general operations 46-1987418 501(c)(3) $17,500.00 N/A Cash N/A for general operations Empire Center for Public Policy, Inc. PO Box 7113 Albany, NY 12224 46-1987418 501(c)(3) $0.00 N/A Cash N/A for general operations Idaho Freedom Foundation 2404 Bank Drive Suite 314 Boise, ID 83705 26-3783048 501(c)(3) $30,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $460,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $28,000.00 N/A Cash N/A for general operations Kansas Policy Institute 250 North Water Street Suite 216 Wichita, KS 67202-1215 23-7047821 501(c)(3) $25,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 54 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable John W. Pope Civitas Institute 100 South Harrington Street Raleigh, NC 27603 20-2454741 501(c)(3) Advance Arkansas Institute 55 Fontenay Circle Little Rock, AR 72223 27-0271657 Spark Freedom 605 Long Branch Road Lancaster, TN 38569 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,250.00 N/A Cash N/A for general operations 501(c)(3) $20,000.00 N/A Cash N/A for general operations 27-4827443 501(c)(3) $8,500.00 N/A Cash N/A for general operations Spark Freedom 605 Long Branch Road Lancaster, TN 38569 27-4827443 501(c)(3) $95,500.00 N/A Cash N/A for general operations Georgia Center for Opportunity 333 Research Court Suite 210 Norcross, GA 30092 58-1928520 501(c)(3) $1,750.00 N/A Cash N/A for general operations California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $6,000.00 N/A Cash N/A for general operations California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $40,000.00 N/A Cash N/A for general operations California Public Policy Center 18002 Irvine Boulevard Suite 108 Tustin, CA 92780 27-2870463 501(c)(3) $2,500.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 55 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Palmetto Promise Institute PO Box 12676 Columbia, SC 29211 26-3077338 501(c)(3) Empower Mississippi Foundation PO Box 4028 Madison, MS 39130 46-4565274 New Hampshire Center for Economic Policy 27 Locke Road Concord, NH 03301 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A Cash N/A for general operations 501(c)(3) $7,500.00 N/A Cash N/A for general operations 26-4378967 501(c)(3) $7,500.00 N/A Cash N/A for general operations Cardinal Institute for West Virginia Policy P.O. Box 11495 Charleston, WV 25339 47-1932521 501(c)(3) $3,000.00 N/A Cash N/A for general operations Cardinal Institute for West Virginia Policy P.O. Box 11495 Charleston, WV 25339 47-1932521 501(c)(3) $19,000.00 N/A Cash N/A for general operations Cardinal Institute for West Virginia Policy P.O. Box 11495 Charleston, WV 25339 47-1932521 501(c)(3) $8,000.00 N/A Cash N/A for general operations Cardinal Institute for West Virginia Policy P.O. Box 11495 Charleston, WV 25339 47-1932521 501(c)(3) $2,500.00 N/A Cash N/A for general operations Centro de Investigacion Y Politica Publica 1001 Avenue Ponce de Leon Suite 6 San Juan, PR 00907 66-0791661 501(c)(3) $7,500.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Donors Capital Fund, Inc. 54-1934032 56 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable America's Future Foundation 1513 16th Street, NW Washington, DC 20036 52-1928321 501(c)(3) State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 David Horowitz Freedom Center 14724 Ventura Boulevard Suite 820 Sherman Oaks, CA 91423 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $250,000.00 N/A Cash N/A for general operations 501(c)(3) $446,400.00 N/A Cash N/A for general operations 95-4194642 501(c)(3) $75,000.00 N/A Cash N/A to support the work of Caroline Glick Foundation for Government Accountability 15275 Collier Boulevard Suite 201-279 Naples, FL 34119 45-2637507 501(c)(3) $150,000.00 N/A Cash N/A for general operations Spark Freedom P.O. Box 347 Smithville, TN 37166 27-4827443 501(c)(3) $50,000.00 N/A Cash N/A for general operations Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $215,000.00 N/A Cash N/A for general operations Am Yisroel Chai Foundation 460 Barnard Avenue Cedarhurst, NY 11516 11-3618003 501(c)(3) $75,000.00 N/A Cash N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $112,000.00 N/A Cash N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2015 Schedule I (Form 990) (2015) Part III Donors Capital Fund, Inc 54-1934032 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered ’Yes’ on Form 990, Part IV, line 22. Part III can be duplicated 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) Page 2 (f) Description of non-cash assistance 1 2 3 4 5 6 7 Part IV Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information. BAA Schedule I (Form 990) (2015) TEEA3902 11/04/15 Compensation Information SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees G Complete if the organization answered ’Yes’ on Form 990, Part IV, line 23. G Attach to Form 990. G Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990. 2015 Open to Public Inspection Name of the organization Employer identification number Donors Capital Fund, Inc Part I Questions Regarding Compensation 54-1934032 Yes No 1 a Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. First-class or charter travel Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross-up payments Health or social club dues or initiation fees Discretionary spending account Personal services (e.g., maid, chauffeur, chef) b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If ’No,’ complete Part III to explain 2 3 4 1b Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked in line 1a? 2 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization’s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III. Compensation committee Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization: a Receive a severance payment or change-of-control payment? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity-based compensation arrangement? If ’Yes’ to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III. 4a 4b 4c X X X 5a 5b X X 6a 6b X X For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not described on lines 5 and 6? If ’Yes,’ describe in Part III 7 X Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If ’Yes,’ describe in Part III 8 X If ’Yes’ to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 9 Schedule J (Form 990) 2015 Only section 501(c)(3) 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 6 7 8 For persons listed on Form 990, Part VII, Section A, line 1a, 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 on 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’ on line 6a or 6b, describe in Part III. 9 TEEA4101 10/11/15 Schedule J (Form 990) 2015 Part II Donors Capital Fund, Inc 54-1934032 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. Page 2 For each individual whose compensation must be reported on 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (A) Name and Title 1 2 Jeffrey C Zysik Asst. Treas. Whitney L Ball President (former) 3 4 5 6 7 8 9 10 11 12 13 14 15 16 BAA (i) Base compensation (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) 0. 185,000. 0. 131,402. (ii) Bonus and incentive compensation 0. 37,750. 0. 53,750. TEEA4102 10/12/15 (C) Retirement and other deferred compensation (iii) Other reportable compensation 0. 0. 0. 0. 0. 22,275. 0. 18,515. (D) Nontaxable benefits 0. 0. 0. 0. (E) Total of (F) Compensation columns(B)(i)-(D) in column (B) reported as deferred on prior Form 990 0. 245,025. 0. 203,667. 0. 0. 0. 0. Schedule J (Form 990) 2015 Schedule J (Form 990) 2015 Part III Donors Capital Fund, Inc Supplemental Information Page 3 54-1934032 Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information. Pt I Line 3 Pt I Line 3 Pt I Line 3 The related organization uses a compensation committee, approval by the compensation committe, and Form 990 of other organizations to set compensation. BAA Schedule J (Form 990) 2015 TEEA4103 10/12/15 SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Noncash Contributions Name of the organization 54-1934032 (a) Check if applicable 1 2 3 4 5 6 7 8 9 10 11 12 Art ' Works of art Art ' Historical treasures Art ' Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property Securities ' Publicly traded Securities ' Closely held stock Securities ' Partnership, LLC, or trust interests Securities ' Miscellaneous 13 Qualified conservation contribution ' Historic structures Qualified conservation contribution ' Other Real estate ' Residential Real estate ' Commercial Real estate ' Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts OtherG ( OtherG ( OtherG ( OtherG ( 29 Open To Public Inspection Employer identification number Donors Capital Fund, Inc Part I Types of Property 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 2015 G Complete if the organizations answered ’Yes’ on Form 990, Part IV, lines 29 or 30. G Attach to Form 990. G Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990. (b) Number of contributions or items contributed X (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g 1 (d) Method of determining noncash contribution amounts 207,001. Fair market value ) ) ) ) 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 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA4601 10/30/15 No X 30 a 31 X 32 a X Schedule M (Form 990) (2015) Schedule M (Form 990) (2015) Page 2 Donors Capital Fund, Inc 54-1934032 Part II Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. Pt I Line 32b Pt I Line 32b BAA Financial institutions/brokers used to sell marketable securities TEEA4602 05/28/15 Schedule M (Form 990) (2015) SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. G Attach to Form 990 or 990-EZ. G Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. 2015 Name of the organization Donors Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Pt VI, Open to Public Inspection Employer identification number 54-1934032 Capital Fund, Inc Line 11b FORM 990 REVIEWED BY OFFICIERS PRIOR TO FILING. Line 11b IN ADDITION, FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS Line 11b AFTER FILING FOR THEIR REVIEW AND COMMENTS. IF ANY Line 11b ISSUES ARE RAISED, APPROPRITE REMEDIAL ACTION IS TAKEN, Line 11b INCLUDING FILING AN AMENDED FORM 990 IF NECESSARY. Line 15b THE ORGANIZATION PAYS NO COMPENSATION Line 12c THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS, AND Line 12c KEY EMPOLOYEES TO COMPLY WITH OUR CONFLICT OF INTEREST Line 12c POLICY. THESE INDIVIDUALS ARE PROHIBITED FROM HAVING Line 12c BUSINESS DEALINGS WITH COMPANIES AFFILIATED WITH, OR Line 12c ACT AS MAJOR CUSTOMERS OR SUPPLIERS OF, THE ORGANIZATION. Line 12c TRANSACTIONS WITH OFFICERS OF TEH ORGANIZATION ARE Line 12c ADEQUATELY CONTROLLED AND DISCLOSED IN RECORDS, AND SUCH Line 12c TRANSACTIONS OCCURE ONLY IN THE NORMAL COURSE OF BUSINESS Line 12c AND ARE APPROVED BY THE BOARD OF DIRECTORS. Line 19 NOT PUBLICLY AVAILABLE. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 10/12/15 Schedule O (Form 990 or 990-EZ) (2015) OMB No. 1545-0047 SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Service Related Organizations and Unrelated Partnerships 2015 G Complete if the organization answered ’Yes’ on Form 990, Part IV, line 33, 34, 35b, 36, or 37. G Attach to Form 990. G Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990. Open to Public Inspection Name of the organization Employer identification number Donors Capital Fund, Inc 54-1934032 Part I Identification of Disregarded Entities Complete if the organization answered ’Yes’ on Form 990, Part IV, line 33. (a) Name, address, and EIN (if applicable) of disregarded entity (1) DCF LLC PO Box 1305 Alexandria, VA 22313 N/A (b) Primary activity Hold raw Land (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets MD (f) Direct controlling entity Donors Capital Fund Inc (2) (3) Part II Identification of Related Tax-Exempt Organizations Complete if the organization answered ’Yes’ on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (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 (g) Sec 512(b)(13) controlled entity? Yes (1) Donors Trust, Inc. 109 North Henry Street Alexandria, VA 22314 52-2166327 Grant making organization MD 501(c)(3) 7 N/A No X (2) (3) (4) BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 06/01/15 Schedule R (Form 990) 2015 Schedule R (Form 990) 2015 Part III Donors Capital Fund, Inc 54-1934032 Identification of Related Organizations Taxable as a Partnership Complete if the organization answered ’Yes’ on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Predominant income (related, unrelated, excluded from tax under sections 512-514) (f) Share of total income (g) Share of end-of-year assets (h) (i) DisproporCode V-UBI tionate amount in box allocations? 20 of Schedule K-1 (Form 1065) Yes No (j) General or managing partner? Yes Page 2 (k) Percentage ownership No (1) (2) (3) Part IV Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered ’Yes’ on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Type of entity (C corp, S corp, or trust) (f) Share of total income (g) Share of end-ofyear assets (h) Percentage ownership (i) Sec 512(b)(13) controlled entity? Yes No (1) (2) (3) BAA TEEA5002 06/01/15 Schedule R (Form 990) 2015 Schedule R (Form 990) 2015 Donors Capital Fund, Inc Page 3 54-1934032 Part V Transactions With Related Organizations Complete if the organization answered ’Yes’ on Form 990, Part IV, line 34, 35b, or 36. a b c d e Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity Gift, grant, or capital contribution to related organization(s) Gift, grant, or capital contribution from related organization(s) Loans or loan guarantees to or for related organization(s) Loans or loan guarantees by related organization(s) 1a 1b 1c 1d 1e f g h i j Dividends from related organization(s) Sale of assets to related organization(s) Purchase of assets from related organization(s) Exchange of assets with related organization(s) Lease of facilities, equipment, or other assets to related organization(s) 1f 1g 1h 1i 1j X X X X X k Lease of facilities, equipment, or other assets from related organization(s) l Performance of services or membership or fundraising solicitations for related organization(s) m Performance of services or membership or fundraising solicitations by related organization(s) n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) o Sharing of paid employees with related organization(s) 1k 1l 1m 1n 1o X X p Reimbursement paid to related organization(s) for expenses q Reimbursement paid by related organization(s) for expenses 1p 1q 1 Yes r Other transfer of cash or property to related organization(s) s Other transfer of cash or property from related organization(s) 2 If the answer to any of the above is ’Yes,’ see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) (b) (c) Name of related organization Transaction Amount involved type (a-s) (1) 1r 1s No X X X X X X X X X X X X (d) Method of determining amount involved N/A - no controlled organization as defined by IRC 512(b)(13) (2) (3) (4) (5) (6) BAA TEEA5003 10/12/15 Schedule R (Form 990) 2015 Schedule R (Form 990) 2015 Part VI Donors Capital Fund, Inc Page 4 54-1934032 Unrelated Organizations Taxable as a Partnership Complete if the organization answered ’Yes’ on Form 990, Part IV, line 37. 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 assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Predominant income (related, unrelated, excluded from tax under sections 512-514) (e) Are all partners section 501(c)(3) organizations? Yes No (f) Share of total income (g) Share of end-of-year assets (h) Disproportionate allocations? Yes No (i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065) (j) General or managing partner? Yes (k) Percentage ownership No (1) (2) (3) (4) (5) (6) (7) (8) BAA TEEA5004 06/01/15 Schedule R (Form 990) 2015 Schedule R (Form 990) 2015 Part VII BAA Donors Capital Fund, Inc 54-1934032 Supplemental Information Provide additional information for responses to questions on Schedule R (see instructions). TEEA5005 06/01/15 Page 5 Schedule R (Form 990) 2015 Donors Capital Fund, Inc 54-1934032 Schedule O (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part III, Line 1 (continued) Briefly describe the organization’s mission: 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. Schedule O (Form 990), Supplemental Information to Form 990 Form 990, Page 6, Line 17 (continued) Connecticut Florida Illinois New York Tennessee Virginia Washington Pennsylvania 1