- Form 990 Return of Organization Exempt From Income Tax Under section 501 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) OMB No 1545-0047 Department at the Treasury Do not enter social security numbers on this form as rt may be made public Open to Ppbfio Internal Revenue Serwce Information about Form 990 and its instructions is at A For the 2014 calendar year, or tax year beginning and ending 3 Check Name of organization Employer identification number applicable areas CAP ITAL RESEARCH CENTER 2:53:11; Domg busmess Irr?'ii'iir't Number and street (or 0 box if mail is not delivered to street address) Room/smte Telephone number feral?, 1513 16TH STREET, NW 202?483?6900 521'? City or town. state or provmce, country, and ZIP or foreign postal code Gross receipts $11;de WASHINGTON: DC 20036?1480 H(a) return 3332?" Name and address of prinCIpal SCAN LON for subordinates? DYes No an I I3 ?9 SAME AS ABOVE H(b) Are all subordinates I: NO I Tax-exempt status. 501(c)(3) 501mm Website: . CAPITALRESEARCH . ORG Form otorganization Corporation I:l Trust Assomaiion Other> )4 (Insert no) Cl 4947(a)(1) or 527 If attach a list. (see instructions) H(c) Group exemption number I Year of formation 1 9 8 3! State of legal domicue DC I Part II Summary a, 1 Briefly describe the organization's or most Significant actiwties: SEE SC HEDULECheck this box if the organization discontinued Its operat?ions?omsWecni?: of its net assets 3 3 Number of voting members of the governing body (Part VI, line 1a) $590 Q15 3 7 4 Number of independent voting members of the governing body (Pa :13, lineWtAY Total number of indIViduals employed In calendar year 2014 (Part Total number of volunteers (estimate if necessary) 6 0 3 7a Total unrelated busmess revenue from Part column (C), line 12 ?Tm 7a 0 . Net unrelated busmess taxable income from Form 990-T, line 34 7b 0 . Prior Year Current Year a, 8 Contributions and grants (Part Program serwce revenue (Part line 29Investment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 80, 9c, 10cTotal revenue - add lines 8 through 11 (must equal Part column (A), line 12Grants and Similar amounts paid (Part IX. column (A), lines 1-3) 0 . 0 . 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 . . C3 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professmnal fundraISIng fees (Part IX, column (A), line He) 0 . . @13- Total fundraismg expenses (Part IX, column (D), line 25Other 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 ?g 20 14,924,348. 15,205,695. 5?5; 21 Total liabilities (Part X, line 26Net assets or fund balances. Subtract line 21 from line Part It Signature Block_ Under penalties of perjury, I re thal have ex this retu including accompanying schedules and statements. and to the best of my knowledge and belief, it IS true, correct, and com e] Declaration of prepa (other than o?er) IS based on all information of which preparer has any knowledg A 3 AI cmLo?Dx '21 . 2. a Sign Signat re 01? icer Date I Here TERRENCE SCANLON CHAIRMAN AND PRES IDENT Type or print name and title A Print/T pe reparer's name - In I . Date Check PTIN Paid COCCHIARO 05/08/15 gall-employed P01203311 Preparer Firm's name I COCCHIARO ASSOCIATES LLC Flrm's 2 1?2949387 Use Only Firm's address 2 1 1 NORTH UN ION STREET SUITE 1 0 0 ALEXANDRIA, VA 22314 Phoneno703?519?1226 May the IRS discuss this return With the preparer shown above? (see instructions) Yes Cl No 432001 11-07-14 LHA For Papenivork Reduction Act Notice, see the separate instructions. C391 Form 990 (2014) Form 990 (2014) CAPITAL RESEARCH CENTER 52?12897 34 Page2 I Part Ill 1 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line In this Part 1 Briefly describe the organization's misalon: CAPITAL RESEARCH CONDUCTS PHILANTHROPIC RESEARCH AND ANALYZES NONPROFIT ORGANIZATIONS THAT PROMOTE THE GROWTH OF GOVERNMENT AND IDENTIFIES VIABLE PRIVATE ALTERNATIVES TO GOVERNMENT REGULATORY AND ENTITLEMENT PROGRAMS. OUR RESEARCH IS USED BY NATIONAL AND DISTRICT 2 Did the organization undertake any Significant program serVIces during the year which were not listed on the prior Form 990 or 990-529 Yes No If ?Yes," describe these new sewices on Schedule 0. 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program sen/Ices" Yes No If "Yes,? describe these changes on Schedule 0 4 Describe the organization?s program servace accomplishments for each 01 its three largest program serVIces, as measured by expenses Section 501(c)(3) and 501(c)(4) organlzations are reqmred to report the amount of grants and allocations to others. the total expenses, and revenue. If any. for each program serVIce reported 4a (Code (Expenses$ 1 32 I 84 6 including grants of$ (Revenue$ 1 I 5 3 0 CAPITAL RESEARCH CENTER CONDUCTS RESEARCH ON THE NONPROFIT SECTOR AND PROVIDES THE PUBLIC WITH INFORMATION THROUGH ITS PUBLICATIONS AND WEBSITE WE FOCUS ON PUBLIC INTEREST ORGANIZATIONS, POLITICAL ADVOCACY GROUPS AND LABOR UNIONS, LOOKING AT THEIR MISSION, ACTIVITIES, AND LEADERSHIP, THEIR METHODS AND SOURCES OF FINANCIAL SUPPORT, AND THEIR IMPACT ON PUBLIC POLICY, THE POLITICAL PROCESS AND SOCIETY. OUR FOUR LARGEST PUBLICATION PROGRAMS ARE: l) ORGANIZATION TRENDS, WHICH INITIATES RESEARCH AND PUBLICATIONS ON POLITICAL ADVOCACY GROUPS, COMMUNITY ORGANIZATIONS AND OTHER SPECIAL INTEREST ORGANIZATIONS SUCH AS EDUCATION AND CONSUMER ADVOCACY 4b (Code (Expenses 3 including grants of (Revenue 5 4c (Code (Expenses 5 including grants of (Revenue 4d Other program serVIces (Describe in Schedule 0) (Expenses Including grants of (Revenue 4e Total program serVIce expenses Form 990 (2014) SEE SCHEDULE 0 FOR 2 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2014) CAPITAL RESEARCH CENTER 52?1289734 Page3 . I Part NIChecklist of Required Schedules Yes No 1 Is the?organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? ll "Yes, complete Schedule A 1 2 Is the organization reqUIred to complete Schedule 8, Schedule of Contributors? 3 Did the organization engage In direct or Indirect political campaign activrties on behalf of or in opposmon to candidates for public office" If "Yes, complete Schedule C, Partl 3 4 Section 501(c)(3) organizations. Did the organization engage In lobbying actIVItIes, or have a section 501 election In effect during the tax year? lf "Yes, complete Schedule C, Part ll 4 5 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 98-197 If "Yes," complete Schedule C, Part 5 6 Did the organization maintain any donor advrsed 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 7 the organization receive or hold a conservation easement, Including easements to preserve open space, the enVIronment, historic land areas. or historic structures? it "Yes, complete Schedule D, Part ll 7 8 Did the organization maintain collections of works of art, historical treasures. or other Similar assets? If "Yes, complete Schedule D, Part 8 9 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 or provrde credit counseling, debt management. credit repair, or debt negotiation serVIces? If "Yes, complete Schedule D, Part 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 10 11 If the organization?s answer to any of the followmg questions is ?Yes." then complete Schedule D. Parts VI, VII, IX, or as applicable a Did the organization report an amount for land, bUIIdIngs, and eqUIpment In Part X, line 109 If ?Yes, complete Schedule D, Part VI 11 a 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 1 1 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? ll "Yes, complete Schedule D, Part WI 110 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 Did the organization report an amount for other liabilities In Part X, line 25? If "Yes, complete Schedule D, Part 1 1e 1? Did the organization?s separate or consolidated financral statements for the tax year include a footnote that addresses the organization's liability for uncertain tax pOSItIons under FIN 48 (A86 740)?7 If "Yes, complete Schedule D, Part 1 1f 12a Did the organization obtain separate, Independent audited finanCIaI statements for the tax year? If "Yes, complete Schedule D, Parts XI and 123 Was the organization Included in consolidated. Independent audited finanCIaI statements for the tax year? If "Yes, and If the organization answered "No" to line 12a, then completing Schedule D, Parts XI and Is optional 12b 13 Is the organization a school described In section If "Yes, complete Schedule 13 143 Did the organization maintain an office, employees, or agents outSIde of the United States? 14a Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, Investment, and program serVIce actIVItIes outSIde the United States, or aggregate foreign Investments valued at $100,000 or more" ll ?Yes, complete Schedule F, Parts land lV 14b 15 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 ll and IV 15 16 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'7 If ?Yes, complete Schedule F, Parts and IV 16 1 7 Did the organization report a total of more than $15,000 of expenses for professmnal fundraISIng serVIces on Part IX, column (A), lines 6 and 11e'l If "Yes, complete Schedule G, Part I 1 7 18 Did the organization report more than $15,000 total of fundraIsIng event gross Income and contributions on Part lines 10 and 8a? If "Yes, complete Schedule G, Part ll 13 19 Did the organization report more than $15,000 of gross Income from gaming actIVItIes on Part line 9a? If "Yes, complete Schedule G, Part 19 20a Did the organization operate one or more hospital facrlities? If "Yes, complete Schedule 20a If ?Yes" to line 20a, did the organization attach a copy of Its audited finanCIaI statements to this return" 20b Form 990 (2014) 432003 11-07-14 09230508 133855 CRC 3 2014.03020 CAPITAL RESEARCH CENTER RC 1 Form 990(2014) CAPITAL RESEARCH CENTER 52?1289734 Page4 . Of Required Schedules (continued) Yes No 21 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 ll 21 22 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 Ill 22 23 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 23 24a Did the organization have a tax-exempt bond issue With an outstanding prInCIpal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 20027 If "Yes, answer lines 24b through 24d and complete Schedule lf go to line 25a 24a Did the organization Invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds'7 24c Did the organization act as an ?on behalf of' issuer for bonds outstanding at any time during the year" 24d 253 Section 501(c)(3), 501(c)(4), and 501 organizations. Did the organization engage In an excess benefit transaction With a disqualified person during the year? If "Yes, complete Schedule L, Partl 25a 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 ll "Yes, complete Schedule L, Part I 25b 26 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? ll "Yes, complete Schedule L, Part ll 26 27 Did the organization prowde 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 27 28 Was the organization a party to a busmess transaction With one of the followmg 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 A family member of a current or former of?cer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV 28b 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 28c 29 Did the organization receive more than $25,000 In non-cash contributions? If ?Yes, complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If ?Yes, complete Schedule 30 31 Did the organization terminate, or dissolve and cease operations? If "Yes, complete Schedule N, Partl 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of Its net assets'Hf ?Yes, complete Schedule N, Part ll 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301 7701 If "Yes, complete Schedule H, Part! 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule Part ll, or IV, and Part V, line 1 34 35a Did the organization have a controlled entity Within the meaning of section 35a 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 If "Yes, complete Schedule H, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? ll "Yes, complete Schedule Fl, Part V, line 2 36 37 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?7 If "Yes, complete Schedule H, Part VI 37 38 Did the organization complete Schedule 0 and prOVIde explanations In Schedule 0 for Part VI, lines 11b and 19'7 Note. All Form 990 filers are reqwred to complete Schedule 0 33 Form 990 (2014) 432004 11-0744 4 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 - Part V) Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line In this Part Form 990(2014) CAPITAL RESEARCH CENTER 52-1289734 Page 5 Yes No 1 a Enter the number reported In Box 3 of Form 1096. Enter -0- If not applicable 1a 2 3 Enter the number of Forms W-ZG included In line 1a. Enter -0- If not applicable 1 0 Did the organization comply With backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) Winnings to prize Winners? 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending With or Within the year covered by this return 2a 1 2 If at least one is reported on line 2a, did the organization file all reqmred federal employment tax returns? 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be reqUIred to e?fn'e (see instructions) 3a Did the organization have unrelated busmess gross Income of $1,000 or more during the year? So If ?Yes," has It filed a Form 990-T for this year? If "No, to line 3b, prowde an explanation in Schedule 0 3b 4a At any time during the calendar year, did the organization have an interest In, or a Signature or other authority over, a finanCIal account in a foreign country (such as a bank account. securities account. or other finanCIaI account)? 4a If "Yes," enter the name of the foreign country. See instructions for filing requirements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b If "Yes," to line 5a or 5b, did the organization file Form 5c 63 Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization any contributions that were not tax deductible as charitable contributions? 6a If ?Yes," did the organization include With every solicnation an express statement that such contributions or gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 1 70(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and sennces prowded to the prayer" 7a If "Yes," did the organization notify the donor of the value of the goods or serwces prowded? 7b Did the organization sell, exchange, or otheMise dispose of tangible personal property for which it was reqUIred to file Form 8282? To If ?Yes," indicate the number of Forms 8282 filed during the year I 7d Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e 1? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 71? If the organization received a contribution of qualified Intellectual property, did the organization file Form 8899 as reqUIred? 79 If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7h 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? 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966? 9a Did the sponsoring organization make a distribution to a donor, donor adVIsor, or related person? 9b 1 0 Section 501(c)(7) organizations. Enter' a Initiation fees and capital contributions included on Part line 12 10a Gross receipts, included on Form 990, Part line 12, for public use of club faculties 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 1 1 a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them 1 1 1 2a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 In lieu of Form 1041 '7 12a If "Yes,? enter the amount of tax-exempt Interest received or accrued during the year 12b 1 3 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule 0. 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 13b Enter the amount of reserves on hand 13c 14a Did the organization receive any payments for Indoor tanning serVIces during the tax year? 14a If 'Yes," has it filed a Form 720 to report these payments? If prowde an explanation in Schedule 0 14b Form 990 (2014) 432005 11-07-14 5 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 . Form 990 (2014) CAPITAL RESEARCH CENTER 52?1289734 Part 1 Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response to line 8a, SD, or 10b below, describe the Circumstances, processes, or changes In Schedule 0 See Page 6 ?Check If Schedule 0 contains a response or note to any line in this Part VI Section A. Governing Body and Management Yes No 13 Enter the number of voting members of the governing body at the end of the tax year 13 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 0 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 busmess relationship With any other officer. director, trustee. or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supewismn of officers, directors. or trustees, or key employees to a management company or other person? 3 4 Did the organization make any Significant changes to its governing documents Since the prior Form 990 was filed? 4 5 Did the organization become aware during the year of a Significant diver5ion of the organization's assets? 5 6 Did the organization have members or Stockholders? 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appomt one or more members of the governing body? 7a Are any governance deciSIons of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following a The governing body? He Each committee With authority to act on behalf of the governing body? 8b 9 Is there any officer. director, trustee, or key employee listed in Part Vll, Section A, who cannot be reached at the organization?s mailing address? If "Yesiprowde the names and addresses In Schedule 0 9 Section B. Policies (This Section 8 requests Information about policres not reqwred by the Internal Revenue Code) Yes No 10a Did the organization have local chapters, branches. or affiliates? 10a If "Yes," did the organization have written pollCleS and procedures governing the actIVIties of such chapters, affiliates, and branches to ensure their operations are con3istent With the organization's exempt purposes? 10b 113 Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form? 11a Describe in Schedule 0 the process, if any, used by the organization to reVIew this Form 990 123 Did the organization have a written conflict of interest policy? If go to line 13 12a Were officers, directors, or trustees. and key employees reqmred to disclose annually interests that could give rise to conflicts? 12b 0 Did the organization regularly and con3istently monitor and enforce compliance With the policy? If "Yes, descnbe in Schedule 0 how this was done 1 2c 13 Did the organization have a written whistleblower policy? 13 14 Did the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the followmg persons include a reVIew and approval by independent 1 persons, comparability data, and contemporaneous substantiation of the deliberation and deCIsmn? i a The organization's CEO, Executive Director, or top management offICIal 15a Other officers or key employees of the organization 1 5b i If ?Yes" to line 15a or 15b, describe the process in Schedule 0 (see Instructions). 16a Did the organization invest in. contribute assets to. or partimpate in a pint venture or Similar arrangement With a taxable entity during the year? 16a If "Yes,' did the organization follow a written policy or procedure mowing the organization to evaluate its pamCIpation in mint venture arrangements under applicable federal tax law. and take steps to safeguard the organization's exempt status With respect to such arrangements? 16b Section C. Disclosure 17 List the States With which a copy of this Form 990 Is required to be filed FDC Section 6104 reqUIres an organization to make its Forms 1023 (or 1024 if applicable). 990, and 990-T (Section 501 only) available for public inspection Indicate how you made these available Check all that apply. l:i Own webSIte Another?s webSIle Upon request Other (explain in Schedule 0) 19 Describe in Schedule 0 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 20 State the name, address, and telephone number of the person who possesses the organization?s books and recordS' CAPITAL RESEARCH CENTER - 16TH STREET NW, DC 200 36?14 80 432006 11-07-14 SEE SCHEDULE 0 FOR FULL LIST OF STATES Form 990 (2014) 6 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2014) CAPITAL RESEARCH CENTER [Part Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors ?Check If Schedule 0 contaIns a response or note to any line In thIs Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees ta Complete thIs table for all persons reqmred to be lIsted. Report compensatlon for the calendar year WIth or WIthIn the organlzatlon?s tax year 52?1289734 Page 7 0 LIst all of the organlzatlon's current of?cers, dIrectors. trustees (whether IndIVIduals or organlzatlons), regardless of amount of compensatlon Enter -0- In columns (D). (E). and (F) If no compensatlon was paId 0 List all of the organlzatlon's current key employees, If any. See Instructlons for defInItIon of ?key employee." 0 the organlzatlon's fIve current hIghest compensated employees (other than an of?cer, director, trustee. or key employee) who recered report- able compensatlon (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organlzatlon and any related organlzatlons 0 all of the organlzatIon's former Offlcers. key employees. and hlghest compensated employees who recelved more than $100,000 of reportable compensatlon from the organlzatlon and any related organlzatlons. 0 all of the organlzatIon's former directors or trustees that recered. In the capaCIty as a former director or trustee of the organlzatlon, more than $10,000 of reportable compensatlon from the organlzatlon and any related organlzatlons persons In the followmg order' lnleldual trustees or dIrectors; InstItutIonal trustees; offlcers; key employees. hlghest compensated employees. and former such persons. 1: Check thIs box If neIther the organlzatIon nor any related organlzatlon compensated any current offIcer, dIrector. or trustee (A) (B) (C) (D) (E) (F) Name and TItle Average (do not one Reportable Reportable EstImated hours per box. unless person l5 both an compensatlon compensatlon amount of week ?can? a from from related other (lIst any 1% the organIzatlons compensatlon hours for ?8 3.3, organIzatIon from the related organlzatlon organlzatlons and related below .3 Egg organlzatlons km) El? 8 (1) TERRENCE M. SCANLON 5 0 . 00 277,940. 0. 56,648. (2) MARION G. WELLS . 00 SECRETARY 0 . . . (3) WILLIAM MEYERSOHN 1 . 00 DIRECTOR 0 . 0 . 0 . (4) HONORABLE EDWIN MEESE 1 . 00 DIRECTOR 0 . 0 . 0 . (5) GILBERT COLLINS .. 00 DIRECTOR 0 . 0 . 0 . (6) THOMAS WINTER 1 . 00 DIRECTOR 0 . 0 . 0 . (7) CONSTANCE LARCHER 1 . 00 DIRECTOR 0 . . 0 . (8) SCOTT WALTER 50 .00 VICE PRESIDENT 144,525. 0. 51,986. 432007 11-07-14 7 Form 990 (2014) 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 09230508 133855 CRC 0 Form 990 (2014) CAPITAL RESEARCH CENTER [Part Section A. Officers, Directors. Trustees, Key Emciloyeesl and Highest Compensated Employees (continued) 52?12 89734 Page8 (A) (B) Name and title Average hours per week (0) Posmon (do not check more than one box, unless person Is both an of?cer and a director/trustee) (D) Reportable compensation from (list any hours for related organizations below line) .52 *2 g? CI. 22 35a Bah ssggi?i? the organization (El Reportable compensation from related organizations (Fl Estimated amount of other compensation from the organization and related organizations 1b Sub-total 422,465. 0. 108,634. Total from continuation sheets to Part VII, Section A 0 . 0 . . Totaltaddlines1band1c) 422,465. 0. 108,634. 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 2 Yes No 3 Did the organization list any former officer, director, or trustee, key employee. or highest compensated employee on a line 1a? If "Yes, complete Schedule for such indiwdual 3 4 For any IndIVldual 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 for such indiwdual 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indIVIdual for serVIces rendered to the orgapmation" If "Yes, complete Schedule for such person 5 Section 8. 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) (Bl (Cl Name and busmess address Description of sen/ices Compensation CORPORATE COLOR PRINTING POSTAGE 9 700 PHILADELPHIA COURT, LANHAM, MD 2 1 70 1 AND MAILING 254 556 . 2 Total number of independent contractors (Including but not limited to those listed above) who received more than $1004000 of compensation from the organization 1 Form 990 (2014) $889.8? 8 2014.03020 CAPITAL RESEARCH CENTER . Form 990 (2014) CAPITAL RESEARCH CENTER 52?1289734 Pageg I Part I Statement of Revenue Check 0 contains a response or note to any line In this Part (A) (3) (CI (DI Total revenue Related or Unrelated exempt function busmess sections revenue revenue 512 - 514 .2 1 a Federated campaigns 1a 3 Membership dues 1b Fundraising events 1c Eli Related organizations 1 Government grants (contributions) 1e .3 is 1? All othercontnbutions. gifts. grants. and :35 Similar amounts not included above 1t 1 L191 748 Noncash contributions included In lines 1a?1I? 3 2 4 B9 on: Total. Add lines1a-1f 1,191,748. usiness Code 3 2 a PUBLICATIONS 900099 1,530. 1,530. 2% n. All other program seNice revenue 9 Total. Add lines 2a-2f 1 530 . 3 Investment Income (Including diVidends. interest, and other amounts) 429,559. 4291551 4 Income from Investment of tax-exempt bond proceeds 5 Royalties I Real (ii) Personal 6 a Gross rents 19,900, i Less. rental eXpenses 1 1 416 . Rental income or (loss) 8 484 . Net rental Income or (lossGross amount from sales of Securities (ii) Other assets other than Inventory 1 817 092 . Less: cost or other [36318 and sales expenses 1 1 59 901 . Gain or (loss) 657,191. Net gain or( oss) 657,191. 657,191. q, 8 a Gross income from fundraismg events (not including of contributions reported on line 1c) See I a Part IV, line 18 a Less: direct expenses Net income or (loss) from fundraismg events 9 a Gross income from gaming actIVIties. See Part IV. line 19 a Less: direct expenses Net income or (loss) from gaming actIVIties 10 a Gross sales of inventory, less returns and allowances a I Less cost of goods sold I Net Income or (loss) from sales of inventory Miscellaneous Revenue Business Code 11 a ruse. INCOME 900099 2,490. 24,490. All other revenue Total. Add lines 11a-11d 2 490. 12 T0ta revenue.See instructions 2,291,002. 1,530. 0. 1,097,724. Form 990 (2014) 9 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2014) CAPITAL RESEARCH CENTER I Part Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) Check if Schedule 0 contains a response or note to any line In this Part IX 52?1289734 Page 10 Do "at include amounts reported on lines Total ??genses Prograggemce Manag?gent and 3b: 9b: and 10" afPan WM expenses general expenses expenses 1 Grants and other asmstance to domestic organizations and domestic governments See Part IV, line 21 2 Grants and other a53istance to domestic indiwduals See Part IV. line 22 3 Grants and other asmstance to foreign organizations, foreign governments, and foreign indiwduals. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers. directors. trustees,andkeyemp oyees 334,241. 227,959. 80,498. 25,784. 6 Compensation not included above. to disqualified persons (as defined under section 4958(1)(1)) and persons described in section 4958(c)(3)(B) 7 Othersalarlesandwages 506,623. 361,337. 37,916. 107,370. 8 Pensmn plan accruals and contributions (include section 401(k) and 403(b) employer contributionsOtheremployeebeneflts 45:798. 32,951. 3,819. 9,028. 10 Payrolltaxes 48,978. 34,401. 6,594. 7,983. 1 1 Fees for sewices (non-employees): a Management Legal Accounting 15,101. 15,101. Lobbying Professmnal fundraising serwces See Part IV, line 17 1 Investment management fees Other. (11 line 119 amount exceeds 10% of line 25, column SchO) 149,344. 135,950. 13,394. 12 Advertismg and promotion Officeexpenses 128,644. 78,926. 49,718. 14 Information technology 15 Royalties 16 Occupancy 14,556. 14,556. 17 Travel 15,443. 2,211. 9,032. 4,200. 18 Payments of travel or entertainment expenses for any federal. state, or local public offICIals 19 Conferences, conventions. and meetings Interest 21 Payments to affiliates 22 DepreCIation. depletion, and amortization Insurance 17,014. 17,014. 24 Otherexpenses Itemize expenses not covered above (List miscellaneous expenses in line 24a It line 24a amount exceeds 10% of line 25. column (A) amount. 1151 line 24a expenses on Schedule 0) . 1 a PRINTING, MAILING AND 175,804. 175,804. RESEARCH MATERIALS 39,260. 30,646. 4,189. 4,425. TAXES, LICENSES AND FEE 35,528. 35,528. OTHER 30,982. 9,690. 4,457. 16,835. Allotherexpenses 184,115. -226, 842. 42,727. 25 1,777,994. 1,132,846. 240,846. 404,302. 26 Joint costs. Complete this line only if the organization reported in column (B) iomt costs from a combined educatiOnaI campaign and fundraismg soIICItation Check here it followmq SOP 93-20150 953-7201 432010 11-07-14 Form 990 (2014) 1 0 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2014) CAPITAL RESEARCH CENTER LPartX Iialance Sheet Check if Schedule 0 contains a response or note to any line In this Part 52?1289734 Page 11 Cl (AI (3) Beginning of year End of year 1 Cash - non-Interest-bearing SaVIngs and temporary cash Investments Pledges and grants receivableAccounts receivableLoans and other recelvables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule 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 ,3 employees' benefICIary organizations (see instr). Complete Part II of 6 3 7 Notes and loans receivable, net 7 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 10a Land, bUIldings, and eqUipment: cost or other ba5is Complete Part VI of Schedule 10a Less:accumulateddepreCIation 10b 1,152, 158. 634,323. 10c 603, 910 . 11 Investments - publicly traded securities Investments - other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 1 1 13 14 Intangible assets 14 15 Other assets. See Part IV, line Total assets. Add lines 1 through 15 (must equal line 341 Accounts payable and accrued expenses Grants payable 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV of Schedule 21 3 22 Loans and other payables to current and former officers, directors, trustees, :3 key employees, highest compensated employees, and disqualified persons. 33 Complete Part II of Schedule 22 'l 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part of Schedule 25 26 Total liabilities. Add lines 17 through Organizations that follow SFAS 1 17 (A50 958), check here 5 and 3 complete lines 27 through 29, and lines 33 and 34. 27 14,745,989. 27 15,078,191. 28 Temporarily restricted net assets Permanently restricted net assets 29 If Organizations that do not follow SFAS 11 7 (A80 958), check here '6 and complete lines 30 through 34. *3 30 Capital stock or trust prinCIpal, or current funds 30 :3 31 Paid-In or capital surplus. or land, bUIIdlng, or eqUIpment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Totalnetassetsorfundbalances 14,831,662. 33 15,085,690. 34 Total liabilities and net assets/fund balances Form 990 (2014) 432011 11-07-14 1 1 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 5 Form 990(2014) CAPITAL RESEARCH CENTER 52?1289734 Paqe12 Part Reconciliation of Net Assets Check if Schedule 0 contains a response or note to any line In this Part XI 1 Total revenue (must equal Part column (A), line 12Total expenses (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33, column Net unrealized gains (losses) on investments Donated sewices and use of faCIlitIes 6 7 Investment expenses 7 8 Prior period adjustments 8 9 Other changes in net assets or fund balances (explain in Schedule 0) 9 0 . 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X. line 33, column 10 15,085,690. I Part Xi? Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII 2a 3a Accounting method used to prepare the Form 990: El Cash Accrual Other If the organization changed its method of accounting from a prior year or checked ?Other," explain in Schedule 0. Were the organization?s finanCIal statements compiled or rewewed by an independent accountant? If ?Yes." check a box below to indicate whether the finanCIal statements for the year were compiled or reVIewed on a separate ba5is. consolidated basts, or both CI Separate baSlS CI Consolidated ba5is Both consolidated and separate basts Were the organization?s finanCIaI 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 ba3is. consolidated baSlS, or both. Separate ba3is Consolidated ba3is El Both consolidated and separate If "Yes" to line 2a or 2b, does the organization have a committee that assumes responSIbility for over5ight of the audit, reVIew, or compilation of its finanCIal statements and selection of an independent accountant? If the organization changed either its over5ight process or selection process during the tax year. explain in Schedule 0. 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 If "Yes," did the organization undergo the reqUIred audit or audits? If the organization did not undergo the requtred audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits Yes No 2a 2bX 2cX 3a 3b 432012 11-07-14 09230508 133855 CRC 12 2014.03020 CAPITAL RESEARCH CENTER Form 990 (2014) CRC 1 SCHEDULE A (Form 990 or OMB No 1545-0047 2014 Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department 01 Treasury Attach to Form 990 or Form 990-EZ. one" ?03 PUb?c 'mema' Revenue semce Information about Schedule A (Form 990 or and Its Instructions is at ?359313110" Name of the organization Employer identification number CAPITAL RESEARCH CENTER 52-1289734 LPart I Reason for Public Charity Status (All organizatIons must complete this part.) See Instructions The organizatlon is not a private foundatlon because It Is (For lines 1 through 11. check only one box.) 1 CI (It #0310 an inn 1O 11 A church. conventlon of churches, or assomatlon of churches described In section 1 A school described In section (Attach Schedule E) A hospital or a cooperative hospital serVIce organization described In section A medlcal research organization operated In conjunction With a hospital described In section 1 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 (Complete Part II A federal, state. or local government or governmental unit described in section 1 An organization that normally receives a substantial part of Its support from a governmental unit or from the general pubIIc described In section (Complete Part II A community trust descrIbed In section 1 (Complete Part II An organization that normally receives: (1) more than 33 1/3% of Its support from contrIbutions, 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 busmess taxable Income (less section 511 tax) from bustnesses achIred by the organization after June 30, 1975. See section 509(a)(2). (Complete Part An organization organized and operated excluswely to test for public safety. See section 509(a)(4). An organlzation organized and operated excluswely for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organlzatlons described In section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in llnes 11a through 11d that describes the type of supporting organization and complete llnes 11e, 11f, and 11g. a Type I. A supporting organization operated, superVIsed, or controlled by Its supported organlzatlon(s), typIcaIly by gIVIng I: the supported organlzatlon(s) the power to regularly appomt 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 organlzatlon superwsed or controlled In connectlon With Its supported organlzatlon(s), by havmg control or management of the supporting organization vested in the same persons that control or manage the supported organlzatlon(s). You must complete Part IV, Sections A and C. Type 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 non-functionally integrated. A supporting organlzation operated in connection With its supported organization(s) that Is not functionally Integrated. The organlzation generally must satisfy a dIstrIbutIon requrrement and an attentlveness requirement (see Instructions). You must complete Part IV, Sections A and D, and Part V. Check this box If the organlzation recelved a written determinatlon from the IRS that It Is a Type I, Type II, Type functionally Integrated, or Type non-functionally Integrated supporting organizatlon. 1 Enter the number of supported organizations I: Prowde the followmg Information about the supported organlzatlon(s). Name of supported (ii) EIN Type of organization IIVI Is the organization Amount of monetary (VI) Amount of . listed in your organization (described on ?"93 1 9 support (see other support (see above or me section govemrng document? Instructions) (see instructions? Yes No Total LHA For Papemrork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 09230508 133855 CRC 432021 09-17-14 13 2014.03020 CAPITAL RESEARCH CENTER Schedule A (Form 990 or 990-EZ) 2014 CRC 1 5 Schedule A (Form 990 or 990-EZ) 2014 CAP ITAL RESEARCH CENTER Part I Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) 52-1289734 Page2 (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 if the organization ,fails to qualify under the tests listed below, please complete Part Section A. Public Support Calendar year (or fiscal year beginning in) 2010 2011 2012 31) 2013 2014 (0 Total 1 Gifts, grants, contributions, and membership fees received (Do not includeany"unusualgrants.") 1,382,988. 1,341,465. 1,551,962. 1,331,301. 1,191,748. 6,799,464, 2 Tax revenues IeVIed for the organ- ization's benefit and either paid to or expended on Its behalf 3 The value of sewices or faCIlItIes furnished by a governmental unit to the organization Without charge 4 Tota .AddlInes1through3 1,382,988. 1341,465. 1,551,962. 1,331,301. 1,191,748. 6,799,464. 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 1 1, column (1) 1,628,267. 6 Public support. Subtr?ne 5 from l_I_ne Section B. Total Support Calendar year (or fiscal year beginning in) 2010 2011 2012 2013 2014 Total 7 1,382,988. 1,341,465. 1,551,962. 1,331,301. 1,191,748. 6,799,464. 8 Gross Income from Interest, dIVIdends. payments received on securities loans. rents, royalties and ncomefroms m larsources 210,373. 293,775. 382,430. 611,043. 925,784. 2,423,405. 9 Net income from unrelated busmess actIVItIes. whether or not the busmess Is regularly carried on 10 Other income Do not Include gain or loss from the sale of capital 319. ?3,739. 414. 2,531. 2,489. 2,014. 11 Total support. Add lines 7 through 10 9,224,883. 12 Gross receipts from related actIVItIes, etc. (see InstructionsFirst 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 Public support percentage for 2014 (line 6, column dIVIded byline 11. column Public support percentage from 2013 Schedule A. Part ll. line 1/3% support test - 2014. 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 33 1/3?/o support test - 2013. 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 1 7a 10% -facts-and-circumstances test - 2014. 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 1 0% -facts-and-circumstances test - 201 3. if the organization did not check a box on line 13, 16a. 16b, or 17a. and line 15 is 10% or 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 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 432022 >l:l >E:l >Cl Schedule A (Form 990 or 990-EZ) 2014 09-17?14 1 4 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or 990-EZ) 2014 page 3 Part it! 3 Support Schedule for Organizations Described in Section 509(a)(2) (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 dualify under the tests listed below, please complete Part II Section A. Public Support Calendar year (or fiscal year beginning in) 2010 2011 2012 2013 2014 (1) Total 1 Gifts. grants. contributions, and membership fees received. (Do not include any "unusual grants?) 2 Gross receipts from admi53ions, merchandise sold or serwces per- formed, 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 bus- iness under section 513 4 Tax revenues leVIed for the organ- izatlon?s benefit and either paid to or expended on Its behalf 5 The value of serVIces or furnished by a governmental unit to the organization Without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1. 2, and 3 received from disqualified persons Amounts included on lines 2 and 3 received from other than disquali?ed persons that exceed the greater 0135.000 or 1% of the amount on line 13 for the year Add lines 7a and 7b 8 Public support regenciime 7cl'romline6) Section B. Total Support Calendar year (or fiscal year beginning in) 2010 2011 2012 2013 2014 (1) Total 9 Amounts from line 6 10a Gross income from Interest, dIVIdends, payments received on securities loans, rents. royalties and Income from Similar sources Unrelated busmess taxable income (less section 511 taxes) from busmesses acqmred after June 30.1975 0 Add lines 10a and 10b 1 1 Net income from unrelated busmess actIVIties not included in line 10b, whether or not the busmess ls 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 lines 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 [3 Section C. Computation of Public Support Percentage 15 Public support percentage for 2014 (line 8, column dIVIded by line 13. column 15 16 Public support percentage from 2013 Schedule A, Part line 15 16 Section D. Computation of Investment Income Percentage 1 7 Investment income percentage for 2014 (line 10c, column (1) lelded by line 13, column 1 7 18 Investment income percentage from 2013 Schedule A, Part line 17 18 19a 33 1/3% support tests - 2014. If the organization did not check the box on line 14, and line 15 13 more than 33 and line 17 Is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3% support tests - 2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 and line 18 Is not more than 33 113%. check this box and stop here. The organization qualifies as a supported organization El 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions 432023 09-17?14 1 5 Schedule A (Form 990 or 990-52) 2014 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or 990-EZ) 2014 CAPITAL RESEARCH CENTER Part [Vj Supporting Organizations (Complete only if you checked a box on line 11 of Part I. If you checked 1 1a of Part I, complete Sections A .and If you checked 11b of Part I, complete Sections A and C. If you checked 110 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 52-1289734 Paqe4 the organization's supported organizations listed by name In the organization's governing documents? If "No" describe in Part Vlhow the supported organizations are desrgnated lf deSignated by class or purpose, describe the de3ignation lf histonc and continumg relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or If "Yes, explain in Part Vlhow the organization determined that the supported organization was descnbed in section 509(a)(1) or (2). Did the organization have a supported organization described In section 501(c)(4), (5), or If "Yes, answer and (0) below 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 Vlwhen and how the organization made the determination Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2) (B) purposes? If "Yes, explain in Part Vlwhat controls the organization put in place to ensure such use 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 and below. 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 superwsed by or in connection With its supported organizations 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 If "Yes, explain in Part Vlwhat controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes, answer and below (if applicable) Also, prowde detail in Part VLincluding the names and numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, the authority under the organization's organizmg document authoriztng such action, and (iv) how the action was accomplished (such as by amendment to the organizmg document) Type I or Type II only. Was any added or substituted supported organization part of a class already deSIgnated in the organization?s organizmg document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization prOVIde support (whether in the form of grants or the prowsmn of serwces or faculties) to anyone other than Its supported organizations, IndIVIduals that are part of the charitable class benefited by one or more of Its supported organizations; or other supporting organizations that also support or benefit one or more of the filing organization?s supported organizations? If "Yes, prowde detail in Part VI. Did the organization prOVIde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in IRC a family member of a substantial contributor, or a 35-percent controlled entity With regard to a substantial contributor? If "Yes, complete Part of Schedule (Form 990). 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 (Form 990) 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 If "Yes, prowde detail in Part VI. Did one or more disqualified persons (as defined In line hold a controlling Interest In any entity in which the supporting organization had an interest? If "Yes, prowde detail in Part VI. Did a disqualified person (as defined In line have an ownership Interest In, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes, prowde detail in Part VI. Was the organization subject to the excess busmess holdings rules of IRS 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type non-functionally Integrated supporting organizations)? If "Yes, answer below. Did the organization have any excess busmess holdings In the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busmess holdings10a 10b 432024 09-17-14 09230508 133855 CRC 16 2014.03020 CAPITAL RESEARCH CENTER CRC Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or QQO-EZ) 2014 CAPITAL RESEARCH CENTER [Part 1 Supporting Organizations (Ganymed) 52?1289734 Page5 1 1 Has the organization accepted a gift or contribution from any of the followmg persons? a A person who directly or Indirectly controls, either alone or together With persons described in and (0) below, the governing body of a supported organization? A family member of a person described in above? A 35% controlled entity of a person described in or above?? "Yes" to a, b, or c, prowde detail in Part VI. Yes 11a 11b 11c Section B. Type I Supporting Organizations 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appomt 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 actiwties. If the organization had more than one supported organization, describe how the powers to appomt and/or remove directors or tnistees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers dunng the tax year 2 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? it "Yes, explain in Part Vi how provrding such benefit carried out the purposes of the supported organization(s) that operated, superwsed, or controlled the supporting organization Yes No 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, descnbe 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 Section D. Type Supporting Organizations 1 Did the organization prowde to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (1) a written notice describing the type and amount of support prOVIded during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization's governing documents in effect on the date of notification, to the extent not prewously prowded? 2 Were any of the organization's officers. directors, or trustees either appomted or elected by the supported organization(s) or (ii) servmg 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). 3 By reason of the relationship described in (2), did the organization?s supported organizations have a Significant v0ice in the organization's investment polimes and in directing the use of the organization?s income or assets at all times during the tax year? If "Yes, describe in Part the role the organization?s supported organizations played in this regard. Yes No Section E. Type Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the lntegral Part Test during the year/see instructions): a The organization satisfied the Actiwties Test. Complete line 2 below CI The organization is the parent of each of its supported organizations Complete line 3 below CI The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see 2 ActIVIties Test. Answer and 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 responswe? If "Yes, then in Part VI identify those supported organizations and explain how these actiwties directly furthered their exempt purposes, how the organization was responSive to those supported organizations, and how the organization determined that these actiwties constituted substantially all of its actiwtres. Did the actIVIties described in constitute actIVIties that, but for the organization?s involvement, one or more of the organization's supported organization(s) would have been engaged in? it "Yes, explain in Part the reasons for the organization?s posmon that its supported organization(s) would have engaged in these actiwties but for the organization?s involvement 3 Parent of Supported Organizations. Answer and below. a Did the organization have the power to regularly appomt or elect a majority of the officers, directors, or trustees of each of the supported organizations? Prowde details in Part W. 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 the role played by the organization in this regard Yes 2a 2b 3a 3b 09230508 133855 CRC 432025 09-17-14 Schedule A (Form 990 or 990-EZ) 2014 17 2014.03020 CAPITAL RESEARCH CENTER CRC Schedule A (Form 990 or 990-EZ) 2014 CAP I TAL RESEARC CENTER Page 6 [Part Type Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 [3 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov 20. 1970 See instructions. All other Type non-functionally Integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 DepreCiatIon and depletion 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) 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 3 (noun-I .4 (B) Current Year Section - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year) Average value of securities 1 3 Average cash balances 1 Fair market value of other non-exempt-use assets 1 Total (add lines 1a, 1b, and 1c) 1d Discount claimed for blockage or other factors (explain In detail in Part VI): 2 AchIsmon indebtedness applicable to non-exempt-use assets 2 Subtract line 2 from line 1d Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructiog) Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by 035 Recoveries of prior-year distributions Minimum Asset Amount (add line 7 to line 6) A Section - Distributable Amount Current Year Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 1 Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater of line 2 or line 3 Income tax imposed in prior year Distributable Amount. Subtract line 5 from line 4. unless subject to emergency temporary reduction (see instructions) 6 El Check here if the current year is the organization?s first as a non-funationally-integrated Type supporting organization (see instructions) (?haw-K .4 Schedule A (Form 990 or 990-EZ) 2014 432026 09-17-14 18 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 . Schedule A (Form 990 or 990-EZ) 2014 CAPITAL RESEARCH CENTER [Part Non-Functionally Integrated 509(a)(3) Supporting Organizations Section - Distributions Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform actIVIty that directly furthers exempt purposes of supported 1 2 organizations, In excess of income from actIVIty Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to achIre 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. Distributions to attentive supported organizations to which the organization is responswe (prowde details in Part VI) See instructions Distributable amount for 2014 from Section C, line 6 Line 8 amount diVided by Line 9 amount 52?1289734 Page? Current Year (0 (ii) Section Distribution Allocations (see instructions) Excess Distributions Underdistributions Distributable Pre-2014 Amount for 2014 1 Distributable amount for 2014 from Section C, line 6 2 Underdistributions. if any. for years prior to 2014 (reasonable cause required-see instructions) 3 Excess distributions carryover, if any, to 2014' a From 2013 Total of lines 3a through 9 Applied to underdistributions of prior years Applied to 2014 distributable amount i Carryover from 2009 not applied (see instructions) Remainder. Subtract lines 39, 3h, and BI from 3f. 4 Distributions for 2014 from Section D. line 7: a Applied to underdistributions of prior years Applied to 2014 distributable amount Remainder Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2014, if any Subtract lines 39 and 4a from line 2 (if amount greater than zero. see instructions). 6 Remaining underdistributions tor 2014. Subtract lines 3h and 4b from line 1 (If amount greater than zero. see instructions). 7 Excess distributions carryover to 2015. Add lines 3) and 4c 8 Breakdown of line 7: a Excess from 2013 Excess from 2014 Schedule A (Form 990 or 990-EZ) 2014 432027 09-17-14 09230508 133855 CRC 19 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or QQO-EZ) 2014 CAP I TAL RES EARC ENTER 52?1289734 Paqee Part VI 1 Supplemental Information. Provude the explanations reqmred by Part ll. line 10. Part II. line 17a or 1713. and Part line 12 Also complete this part for any additional Information _(See Instructions) 432028 09-17-14 20 Schedule A (Form 990 or 990-EZ) 2014 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 . . OMB No 1545-0047 - SCHEDULE Supplemental FinanCIal Statements (Form 990) . Complete if the organization answered ?Yes" to Form 990, 2 01 4 Part IV, line 6, T, B, 9, 10,11a,11b,11c,11d, 11e, 11f, 12a, or 12b. . Department or the Treasury Attach to Form 990. Open 19 Pundit: lntemal Revenue service Information about Schedule (Form 990) and its instructions is at Name of the organization Employer identification number CAPITAL RESEARCH CENTER 52?1289734 I Part I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete If the organization answered "Yes" to Form 990, Part IV, line 6. Donor adVIsed funds Funds and other accounts 1 Total number at end of year 2 Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year) 4 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 excluswe legal control?7 Yes I: 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 impermissmle private benefit? CI Yes I: No I Part If I Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 Purpose(s) of conservatlon easements held by the organization (check all that apply). Preservation of land for public use recreation or education) Preservation of a historically Important land area I: Protection of natural habitat Preservation of a certified historic structure I: 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 Total acreage restricted by conservation easements 2b Number of conservatlon easements on a certified historic structure included in 2c Number of conservation easements Included In 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. or terminated by the organization during the tax year 4 Number of states where property subIect to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, Inspection, handling of Violations, and enforcement of the conservation easements it holds? Yes I: No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcmg conservation easements during the year 7 Amount of expenses Incurred In monitoring, Inspecting, and enforcmg conservation easements during the year 8 Does each conservation easement reported on line 2(d) above the reqUIrements of section and section Yes No 9 In Part how the organization reports conservatlon 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. I Part fit I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, IIne 8. 1a If the organlzatlon 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 exhlbition. educatlon, or research in furtherance of public sewice, prowde, in Part the text of the footnote to its finanCIaI statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958), to report In its revenue statement and balance sheet works of art, hlstorical treasures, or other Simllar assets held for public exhibition, education, or research in furtherance of public sewice, prowde the followmg amounts relating to these items Revenue included in Form 990, Part line 1 (ii) Assets included in Form 990, Part 2 If the organization received or held works of art, historical treasures, or other Similar assets for finanCIal gain, prowde the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relatrng to these items: a Revenue included in Form 990, Part line 1 Assets included In Form 990, Part LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2014 raga. 2 6 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 . ScheduleD(Form 990) 2014 CAPITAL RESEARCH CENTER 52?1289734 $992 [Part it! Org?izations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(contmued) 3 Usmg the organlzatlon's achIsmon. accessmn. and other records, check any of the followmg that are a sIgnificant use of Its collection Items (check all that apply): a Cl Public exhlbition Loan or exchange programs Scholarly research I: Other Preservation for future generations 4 Prowde a description of the organization's collections and explaIn how they further the organization?s exempt purpose In Part 5 During the year, did the organization solICIt or receive donations of art. historical treasures. or other sImIIar assets to be sold to raise funds rather than to be maintalned as part of the organization?s collection? Yes No I Part Escrow and Custodial Arrangements. Complete If the organization answered 'Yes" to 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 Intermedlary for contributions or other assets not included on Form 990, Part x0 Yes No If "Yes,' explain the arrangement In Part and complete the followmg table: Amount BegInnIng balance Additions durIng the year Distributions durIng the year Ending balance 2a QIthe-organization include an amount on Form 990. Part X. line 21 . for escrow or custodial account No If "Yes,' explain the arrangement In Part Check here If the explanation has been prOVIded in Part CI I Part 1 Endowment Funds. Complete If the organization answered "Yes" to Form 990. Part IV, line 10. Current year PrIor year Two years back Three years back Four years back 1a Beginning of year balance Contributions Net investment earnings, gains. and losses Grants or Scholarships Other expenditures for faculties mana? and programs AdmInIstrative expenses 9 End of year balance 2 Provtde the estimated percentage of the current year end balance (line 19, column held as: a Board deSIgnated or quaSI-endowment Permanent endowment Temporarily restrIcted endowment The percentages In lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not In the possessmn cf the organization that are held and administered for the organization by Yes No unrelated organizations 33(i) (ii) related organizations 3a(ii) If "Yes? to 3a(ii), are the related organizations listed as reqUIred on Schedule Ft'7 3b 4 Descr be In Part the Intended uses of the organizatlon's endowment funds. I Part VI Land, Buildings, and Equipment. Complete If the organization answered "Yes" to Form 990. Part IV, line 11a. See Form 990, Part X. line 10. Description of property Cost or other Cost or other Accumulated Book value (Investment) baSIs (other) depreCIatIon 1a Land 114,686. 114,686. BUIIdings 1,031,302. 567,362. 463,940. Leasehold Improvements Equjpment 610,080. 584,796. 25,284. Other Total. Add IInes 1a through 1e. (Column must equalForm 990, Part X, column?), line 10cSchedule (Form 990) 2014 $393.53. 27 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule D(Form 990)2014 CAPITAL RESEARCH CENTER 52?1289734 Paqe3 I Part Investments - Other Securities. Complete if the organization answered 'Yes' to Form 990. Part IV, line 11b. See Form 990. Part X, line 12 Descriptibn of security or category (including name of security) Book value Method of valuation: Cost or end-of-year market value (1) FinanCIal derivatives (2) Closely~held eqUIty Interests (3) Other IA) (B) (C) LD) (H) Total (Col (blmust equal Form 990. Part X,col (B)Ime12)> I Part Investments - Program Related. Complete if the organization answered "Yes" to Form 990. Part IV, line 110. See Form 990. Part X. line 13 Description of Investment Book value Method of valuation. Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total (Col (blmust equal Form 990, Part X, col (B)line 13) I Part EX I Other Assets. if the ization answered "Yes? to Form 990, Part IV, line 11d. See Form 990. Part X. line 15. Description Book value Part Other Liabilities. Complete if the organization answered "Yes" to Form 990, Part IV. line He or 1 11. See Form 990. Part X, line 25. 1_ Description of liability Book value (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) 49) Total. (Column must egual Form 990, Part X, col (B) line 25.) 2. Liability for uncertain tax posrtions In Part prowde the text of the footnote to the organization?s finanCIal statements that reports the organization's liability for uncertain tax posmons under FIN 48 (A80 740). Check here if the text of the footnote has been prowded in Part Schedule (Form 990) 2014 28 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule D(Form 990) 2014 CAPITAL RESEARCH CENTER 52?1289734 Page4 IPart i Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete If the organIzatIon answered ?Yes" to Form 990. Part IV. lIne 12a 1 Total revenue. game. and other support per audIted fInanCIal statements Amounts Included on lIne 1 but not on Form 990, Part lIne 12: a Net unreallzed gaIns (losses) on Investments Donated serVIces and use of 2b Recoverles of prIor year grants 26 Other In Part Add lInes 2a through Subtract lIne 2e from lIne Amounts Included on Form 990. Part lIne 12, but not on lIne 1: a Investment expenses not Included on Form 990, Part lIne Other In Part 4b 4c 129:774- Total revenue. Add lInes 3 and 4c. (ThIs must equal Form 990 lIne 12Part Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organlzatlon answered "Yes' to Form 990, Part IV, lIne 12a. 1 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 2a PrIor year adjustments 2b Other losses 2c Other In Part Add lInes 2a through Subtract lIne 2e from lIne Amounts Included on Form 990, Part IX, lIne 25, but not on lIne 1: a Investment expenses not Included on Form 990, Part lIne Other In Part 4b 0 129,774. Total expenses Add lInes 3 and 4c. (This must equal Form 990, Part I, lIne 18Psart Supplemental Information. Prowde the descrIptIons reqUIred for Part II. lInes 3, 5, and 9; Part 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 prowde any addItIonaI Informatlon. PART X, LINE 2: UNDER SECTION OF THE INTERNAL REVENUE CODE, THE CENTER IS EXEMPT FROM THE PAYMENT OF TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THE CENTER HAD NO NET UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES WAS REQUIRED. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) TOPIC ASC 740?10, INCOME TAXES, PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2014 AND 2013, THE CENTER HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740?10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE Schedule (Form 990) 2014 29 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule D(Form 990)2o14 CAPITAL RESEARCH CENTER 52?12 89734 Pages [fart Supplemental Information (continued) FINANCIAL STATEMENTS. TAX YEARS ENDING DECEMBER 31, 2013, 2012 AND 2011 REMAIN OPEN WITH FEDERAL TAXING AUTHORITIES. THE CENTER HAS NO INCOME TAX FILING REQUIREMENTS IN ANY STATE AT THIS TIME. PART XI, LINE 2D OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 11,416. PART XII, LINE 2D OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 11,416. Schedule (Form 990) 2014 432055 10-01-14 30 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 SCHEDULEJ Compensation Information Department of the Treasury (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. >Attach to Form 990. Internal Revenue Serwce Information about Schedule (Form 990) and its instructions is at OMB No 1545-0047 2014 Name of the organlzatlon CAPITAL RESEARCH CENTER 52?1289734 Employer identification number LPartI I Questions Regarding Compensation 13 Check the appropnate box(es) If the organization prowded any of the followmg to or for a person listed In Form 990, 8 9 Part VII, Section A, lIne 1a Complete Part to prowde any relevant Information regarding these Items. First-class or charter travel I: Housmg allowance or reSIdence for personal use Travel for companions I: Payments for busmess use of personal restdence Tax Indemnification and gross-up payments Health or somal club dues or initiation fees El Discretionary spending account Personal serVIces (e . maid, chauffeur, chef) If any of the boxes on line 1a are checked. did the organization follow a written policy regarding payment or reimbursement or of all of the expenses described above? If complete Part to explain the organization reqUIre substantiation prior to reimbursmg or allowmg expenses Incurred by all directors, trustees. and officers, Includlng the CEO/Executive DIrector, regarding the items checked In line 1a? Indicate which, if any, of the followmg the filing organization used to establish the compensation of the organization's CEO/Executlve 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 Compensation committee Written employment contract CI Independent compensation consultant Cl Compensation survey or study Form 990 of other organizations Approval by the board or compensatlon committee During the year, did any person listed in Form 990, Part VII, Section A. line 1a, WIth respect to the filing organization or a related organization Receive a seVerance payment or change-of-control payment? PamCIpate In. or receive payment from, a supplemental nonqualified retirement plan? PartICIpate In, or receive payment from, an equny-based compensation arrangement? If "Yes" to any of lines 4a-c, list the persons and prOVIde the amounts for each Itern In Part Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. For persons listed in Form 990, Part VII, Section A, IIne 1a, did the organization pay or accrue any compensation contingent on the revenues of The organization? Any related organization? If "Yes" to line 5a or 5b, describe In Part For persons listed in Form 990, Part VII, Section A, line 1a. the organlzatlon pay or accrue any compensation contingent on the net of: The organization? Any related organization? If "Yes? to line 6a or 6b, In Part For persons listed in Form 990. Part VII, Section A, line 1a, did the organization prowde any non-flxed payments not described in ?ms 5 and 6? If ?Yes,? In Part Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulatlons section If ?Yes,' In Part Hi If ?Yes? to line 8, did the organization also follow the rebuttable presumptlon procedure described In Regulations section 53 Open to Public lnspeatlocn' Yes ?11LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 432111 10?13-14 09230508 133855 CRC 31 2014.03020 CAPITAL RESEARCH CENTER CRC Schedule (Form 990) 2014 smammemnwm2m4 CAPITAL RESEARCH CENTER 52-1289734 Pmez [Part (Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space Is needed For each indiv1dual whose compensation must be reported In Schedule J. report compensation from the organization on row (I) and from related organizations. described in the instructions. on row Do not list any indiwduals that are not listed on Form 990. Part VII Note. The sum of columns for each listed indiwdual must equal the total amount of FOrm 990. Part VII, Section A, line 1a. applicable column (D) and (E) amounts for that Inleldual (B) Breakdown of W-2 (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation other deferred benefits in column (B) Base (ii) Bonus 81 Other compensation reported as deferred compensation incentive reportable In prior Form 990 compensatlon compensation (A) Name and Title 51,000. 5,648. 334,588. 0. 0. 0. 36,400. 15,586. 196,511. 0. 0. 0. (1) TERRENCE M. SCANLON 2 7 7 940 . (ii) 0 . (2) SCOTT WALTER 144,525. VICE PRESIDENT (ii) 0 . (ii) (ii) (ii) (ii) (ii) (ii) (ii) (ii) (ii) (ii) (ii) (ii) I COCO I 0000 0000 (ii) 0) (ii) Schedule (Form 990) 2014 432112 10-13-14 3 2 Schedule (Form 990) 2014 CAP ITAL RESEARCH CENTER Page 3 I Part Sunplemental Information Prowde the Informatlon, explanation, or descriptions requnred for Part 1, lines 1aand for Part II. Also complete part for any additional information. PART I, LINE 1A: CRC PAYS THE DUES FOR THE MEMBERSHIP IN THE UNIVERSITY CLUB WHICH IS USED FOR BUSINESS AND PERSONAL PURPOSES. PART I, LINE 1B: CRC DOES NOT HAVE A WRITTEN POLICY WITH REGARD TO THE REMIBURSEMENT OF PERSONAL CHARGES RELATED TO THEJMEMBERSHIP. HOWEVER, THE ORGANIZATION FOLLOWS THE EMPLOYEE MANUAL AND ACCOUNTING POLICIES AND PROCEDURES MANUAL FOR PROCESSING ALL EXPENSE REIMBURSEMENTS AND DOES NOT AS A MATTER OF POLICY REIMBURSE ANY EMPLOYEES FOR PERSONAL EXPENSES. Schedule (Form 990) 2014 432113 10-13-14 33 SCHEDULE Noncash Contributions 1545-00" (Form 990) 2 01 4 - Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Departmenlol the Treasury Attach to Form 990. Open TO Public '"tema' Revenue sew'ce Information about Schedule (Form 990) and its instructions is at inspection Name of the organization Employer identification number RESEARCH CENTER 52?1289734 Wart i Types of Property (8) (C) Check If Number of Noncash contribution Method of determining applicable contributions or amounts "390de on noncash contribution amounts Items contributed Form 990. Part line 1 Art - Works of art 2 Art - Historical treasures 3 Art - Fractional Interests 4 Books and publications 5 Clothing and household goods 6 Cars and other vehicles 7 Boats and planes 8 Intellectual property 9 1 32,489. FAIR VALUE AT GIFT 10 Securities - Closely held stock 1 1 Securities - Partnership, LLC. or trustInterests 1 2 Securities - Miscellaneous 13 Qualified conservation contribution - Historic structures 14 Qualified conservation contribution - Other 15 Real estate - Restdential 1 6 Real estate - CommerCIal 1 7 Real estate - Other 18 1 9 Food inventory 20 Drugs and medical supplies 21 Tamdenny 22 Historical artifacts 23 Selentlfic specimens 24 Archeological artifacts 25 Other 26 Other 27 Other 28 Other 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV. Donee Acknowledgement 29 Yes No 30a During the year, did the organization receive by contribution any property reported In Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution. and which Is not reqmred to be used for exempt purposes for the entire holding period" 30a If "Yes.' describe the arrangement In Part II 31 Does the organization have a gift acceptance policy that requrres the reVIew of any non-standard contributions? 31 323 Does the organization hire or use third parties or related organizations to solicrt. process. or sell noncash contributions? 32a f"Yesf descnbein PanlL 33 If the organization did not report an amount in column for a type of property for which column Is checked, descnbein PanlL LHA For Paperwork Reduction Act Notice. see the Instructions for Form 990. Schedule (Form 990) (2014) 432141 03-12-14 09230508 133855 CRC 34 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule (Form 990) (2014) CAPITAL RESEARCH CENTER 52?12 897 34 pagez I Part If I Supplemental Information. Prowde the Information reqUIred by Part I. Ilnes 30b. 32b. and 33, and whether the organization IS reporting In Part I. column the number of the number of Items recelved, or a comblnatlon of both Also complete this part for any Informatlon. SCHEDULE M, LINE 328: NON CASH CONTRIBUTIONS RECEIVED ARE GENERALLY IN PUBLICALLY TRADED SECURITIES WHICH ARE IMMEDIATELY SOLD BY THE ORGANIZATION IN ORDER TO CONVERT THE DONATION INTO CASH. BECAUSE THESE ARE PUBLICALLY TRADED SECURITIES, THE ORGANIZATION USES THE SERVICES OF A STOCK BROKER TO EFFECT THE SALE OF THE SECURITIES. 432142 03-12-14 Schedule (Form 990) (2014) 35 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 SCHEDULE 0. Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Complete to provide information for responses to specific questions on Form 990 or 990-52 or to provide any additional information. Department of the Treasury Attach to Form 990 or 990-EZ. Open it! Public Internal Revenue Sewice lnl?ormation about Schedule 0 [Form 990 or BOO-E3) and its Instructions is at inspection Name of the organizatlon Employer identification number CAPITAL RESEARCH CENTER 52?1289734 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: CAPITAL RESEARCH CONDUCTS PHILANTHROPIC RESEARCH AND ANALYSES NONPROFIT ORGANIZATIONS THAT PROMOTE THE GROWTH OF GOVERNMENT AND IDENTIFIES VIABLE PRIVATE ALTERNATIVES TO GOVERNMENT REGULATORY AND ENTITLEMENT PROGRAMS. OUR RESEARCH IS USED BY NATIONAL AND DISTRICT OF COLUMBIA CIVIC AND CHARITABLE ORGANIZATIONS AND BY D.C. AND NATIONAL CHARITIES AND POLICYMAKERS, AND IT FORMS THE BASIS FOR A VARIETY OF PUBLICATIONS. FORM 990, PART LINE 1, DESCRIPTION OF ORGANIZATION MISSION: OF COLUMBIA CIVIC AND CHARITABLE ORGANIZATIONS AND BY D.C. AND NATIONAL CHARITIES AND POLICYMAKERS, AND IT FORMS THE BASIS FOR A VARIETY OF PUBLICATIONS. FORM 990, PART LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: 2) FOUNDATION WATCH, WHICH INITIATES RESEARCH AND PUBLICATIONS ON BOTH INDIVIDUAL DONORS AND FOUNDATIONS, WITH ATTENTION TO THEIR MISSION AND ORGANIZATION, SOURCES OF FINANCIAL SUPPORT AND 3) LABOR WATCH, WHICH EXAMINES LABOR UNIONS, THEIR MISSION AND ORGANIZATION, THEIR SOURCES OF FINANCIAL SUPPORT, MEMBER ORGANIZING CAMPAIGNS AND POLITICAL AND 4) GREEN WATCH, WHICH EXAMINES ENVIRONMENTAL GROUPS, THEIR MISSION AND ORGANIZATION, THEIR SOURCES OF FINANCIAL SUPPORT, MEMBER ORGANIZING LHA For Paperwork Reduction Act Noticel see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or (2014) 432211 08-27-14 36 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule 0 (Form 990 or QQO-EZ) (2014) Page 2 Name of the orga?lzatlon Employer identification number CAPITAL RESEARCH CENTER 52-1289734 CAMPAIGNS AND POLITICAL ACTIVITIES. CRC RESEARCH IS PRESENTED IN MONOGRAPHS AND NEWSLETTERS, IN ONLINE BLOGS AND COMMENTARIES, AND IN CONFERENCES AND OTHER PUBLIC FORUMS. CRC ALSO PUBLISHES BOOKS PERIODICALLY. ALL OF THESE PUBLICATIONS ARE DISTRIBUTED TO MEMBERS OF CONGRESS, ACADEMIC PROFESSIONALS, POLICY MAKERS, NONPROFIT ORGANIZATIONS, AND THE GENERAL PUBLIC WHICH RESIDE IN THE DISTRICT OF COLUMBIA AND OTHER STATES. FORM 990, PART VI, SECTION B, LINE 11: THE FEDERAL FORM 990 IS PREPARED BY A CPA FIRM AND REVIEWED AND SIGNED BY THE CEO AND CHAIRMAN OF THE BOARD OF DIRECTORS. A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: EMPLOYEES OF CRC ARE COVERED BY THE CONFLICT OF INTEREST POLICY DESCRIBED IN THE EMPLOYEE MANUAL AND ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO MANAGEMENT OF THE ORGANIZATION OR THE BOARD, AS APPROPRIATE. THE BOARD OF DIRECTORS OF CRC CONSISTS OF 7 INDIVIDUALS AND CONFLICTS OF INTEREST ARE NOT PERMITTED UNDER ITS WRITTEN CONFLICT OF INTEREST POLICY PROHIBITING THE TRANSACTION OF BUSINESS WITH A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 15A: THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE SELECTED BY THE BOARD OF DIRECTORS BASED ON COMPARATIVE DATA OBTAINED FROM SIMILAR NONPROFIT ORGANIZATIONS IN THE WASHINGTON DC AREA. THE REVIEW AND APPROVAL OF THE COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED 323271,?? Schedule 0 (Form 990 or 990-EZ) (2014) 37 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1 Schedule 0 (Form 990 or 990-EZ) (2014) Page 2 Name of the orga?lzatlon Employer identification number CAPITAL RESEARCH CENTER 52?1289734 IN A LETTER AND SIGNED BY EACH MEMBER OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990: FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION PROVIDES AUDITED FINANCIAL STATEMENTS TO DONORS AND OTHERS UPON REQUEST ON A CASE BY CASE BASIS. OTHER ORGANIZATIONAL DOCUMENTS HAVE NOT BEEN REQUESTED IN THE PAST AND THE ORGANIZATION WILL EVALAUTE SUCH REQUESTS WHEN RECEIVED. HOWEVER, CRC FULLY COMPLIES WITH INFORMATION RETURNS AND OTHER DOCUMENTS REQUIRED UNDER INTERNAL REVENUE SERVICE REGULATIONS TO BE DISCLOSED TO THE PUBLIC UPON REQUEST. 990, PART XII, LINE 2C NO CHANGE 33371214 Schedule 0 (Form 990 or 990-EZ) (2014) 38 09230508 133855 CRC 2014.03020 CAPITAL RESEARCH CENTER CRC 1