EXTENDED TO AUGUST 15. Return of Organization Exempt From Income Tax Under section 501(c). 527. or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as it may be made public. Information about Form 990 a_nd its instructions is at wwars.gov/form990. 990 Department of the Treasury Internal Revenue SerVIce 2016 OMB No 1545-0047 Open to Public Inspection A For the 2015 calendar year. or tax year beginning and ending Check if Name of organization Employer identification number applicable $2.513? CAPITAL RESEARCH CENTER 213139 00an busmess 1213311 Number and street (or RC. box it mall IS not delivered to street address) Room/smte Telephone number f?i?ifr'n/ 1513 16TH STREET, NW 202?483?6900 2323'?? City or town. state or provmce. country. and ZIP or foreign postal code Gross receipts $13399? WASHINGTON . H(a) Is this a group return Name and address of principal officer:SCOTT WALTER for subordinates? EYes No pending SAME AS ABOVE H(b) Are all subordinates lncluded?l:lYeS No i Tax-exempt status: 501(c)(3) 501(c)( WebSlte: . CAPITALRESEARCH . ORG Form of organization: El Corporation Trust AssoCIatlon C) Other) Part Summary )4 (insert no.) 4947(a)(1) or 527 If attach a list. (see instructions) H(c) Group exemption number Year of tormatlon?. 1 9 8 31 State 01 legal domlcne: DC a, 1 Briefly describe the organization's or most Signi?cant SEE SCHEDULE 0 2 Check this box El if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI. Ilne 1a) . 3 8 4 Number of independent voting members of the governing body (Part VI, Ilne 1b) 4 7 5 Total number of employed in calendar year 2015 (Part line 2a) 5 1 6 6 Total number of volunteers (estimate if necessary) 0 6 0 7 a Total unrelated busmess revenue from Part column (C E0 WE 7a 0 . Net unrelated busmess taxable income from Form 990Prior Year Current Year .9 8 Contributions and grants (Part line 1hProgram seerce revenue (Part line 29Investment income (Part column (A). lines 3. 4. and 7d) a 151Other revenue (Part column (A) lines 5, 6d 8c, 9c. 10cTotal revenue- add lines 8 through 11 (must equal Part colurrTmA), line 12Grants and Similar amounts paid (Part IX. column (A). lines Benefits paid to or for members (Part IX. column (A). line 4) . 0 . 3 15 Salaries, other compensation, employee benefits (Part IX. column (A). lines 5-1016a Professmnal fees (Part IX. column (A), line 11eTotal fundralsmg 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 ofCurrenI Year End of Year ?g 20 Totalassets(PartX,Ilne16) 14,390,801. ?5 ?3 21 Total liabilities (Part line 26Net assets or fund balances Subtract line 21 from line [Part IIJ Signature Block Under penalties of penury, I declare that I have examined this return, including accompanying schedules and statements. and lo the best of my knowledge and belief, it IS true. correct, and completepeclaratlon ojpreparpr is based on all information of which preparer has any knowledge. 0 Sign Signature of o?icer Date LIJ Here SCOTT WALTER PRESIDENT 22 Type or print name and title A Print/Tyne preparer's name (W Dale gm" 8 Paid ROBERT COCCHIARO 07/ 27/ 16 0120 3311 Preparer Firm's ASSOCIATES LLC Flrm's 21-2949387 Use Only Flrm's address 2 1 1 NORTH UNION STREET SUITE 1 0 0 ALEXANDRIA, VA 22314 May the IRS discuss this return the preparer shown aboveusee instructions) 532001 12?16-15 LHA For Paperwork Reduction Act Notice. see the separate instructions. Yes :1 No Form 990 (2015) 957 Form 99012015) CAP ITAL RESEARCH CENTER Page 2 I Part [Statement of Program Service Accomplishments Check If Schedule 0 contalns a response or note to any Ilne In Part 1 Brrefly describe the organization's mISSlon: CAPITAL RESEARCH CONDUCTS PHILANTHROPIC RESEARCH AND ANALYZES NONPROFIT ORGAN I ZATIONS 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 the organization undertake any program serVIces during the year were not IlSth on the prior Form 990 or : Yes No If "Yes." descnbe these new servrces on Schedule 0. 3 the organlzatlon cease conducting, or make Significant changes in how It conducts, any program services? . [:lYes LEI No If "Yes." describe these changes on Schedule 0. 4 Describe the organization's program servrce accomplishments for each of Its three largest program servuces, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizatuons are reqwred to report the amount of grants and allocations to others. the total expenses. and revenue, If any, for each program servrce reported. 4a (Code )(Expenses$ 1 09 462 - Including grants 01$ (Revenua$ 6 I 501 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: 1) 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 5 Including grants of 5 (Revenue 5 4C (Code (Expenses Includmg grants ol (Revenue 3 4d Other program servuces (Describe In Schedule 0.) (Expenses Includmg grants of (Revenue 5 4e Total program servrce expenses Form 990 (2015) SEE SCHEDULE 0 FOR CONTINUATION 2 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAP ITAL RESEARCH CENTER Page 3 I Part IV 1 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes, complete Schedule A . . 1 2 Is the organization reqwred to complete Schedule 8, Schedule of Contributors? 2 3 Did the organization engage in direct or indirect political campaign actiVIties 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? if "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 98-19? if" Yes, complete Schedule C, Part 5 6 Did the organization maintain any donor advised funds or any Similar funds or accounts for which donors have the right to provide adwce on the distribution or investment of amounts in such funds or accounts? ll "Yes," complete Schedule D, Part I 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enwronment, historic land areas, or historic structures? If "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 prowde credit counseling, debt management. credit repair, or debt negotiation serwces? If "Yes, complete Schedule Part IV .. 9 10 Did the organization directly or through a related organization, hold assets in ?temporarily restricted endowments permanent endowments. or qua5i- endowments? If ","Yes complete Schedule D, Part 10 11 If the organization' 3 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, buddings, and equment in Part X, line 10? ll "Yes, complete Schedule D, Part VI 11a 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 "Y,"es complete Schedule D, Part .. . 11b Did the organization report an amount for investments- program related in Part line 13 that is 5% or more ?of its total assets reported in Part X, line 16? ll "Yes," complete Schedule D, Part 11c 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? ll ?Yes" complete Schedule D, Part IX 11d Did the organization report an amount for other liabilities in Part X, line 25? ll "Yes," complete Schedule D, Part 11e Did the organization' 5 separate or consolidated nanCiaI statements for the tax year include a footnote that addresses the organization's liability for uncertain tax posrtions under FIN 48 (A80 740)? ll "Yes, complete Schedule D, Part 11f 12a Did the organization obtain separate, independent audited ?nancral statements for the tax year? it "Yes, complete Schedule D, Parts Xl and 12a Was the organization included in consolidated, independent audited financial statements for the tax year? ll Yes, and if the organization answered "No? to line 123, then completing Schedule D, Parts XI and is optional . 12b 13 Is the organization a school described in section ll "Yes," complete Schedule 13 14a 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, fundraising, busmess, investment, and program serwce actiwties outSIde the United States, or aggregate foreign investments valued at $100,000 or mere? If "Yes" complete Schedule F, Partsl and IV 14b 15 Did the organization report on Part IX, column (A), line 3 more than 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 000 of aggregate grants or other assistance to or for foreign indiwduals? lf "Yes, complete Schedule F, Parts and IV . . . 16 17 Did the organization report a total of more than $15, 000 of expenses for professmnal fundraismg serVices on Part lX, column (A) lines 6 and 11e? If "Yes, complete Schedule G, Partl 17 18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 1c and 8a? If "Yes, complete Schedule G, Part ll 18 19 Did the organization report more than $15,000 of gross income from gaming actiwties on Part line 9a? ll "Yes," complete Schedule G, Part 19 Form 990 (2015) 532003 12-16-15 3 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAP ITAL RESEARCH CENTER 3:4 Page 4 [Part IV i Checklist of Required Schedules (continued) Yes No 203 Did the organization operate one or more hospital faCIIities? lf "Yes, complete Schedule . 203 If "Yes" to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20b 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 land ll 21 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic indiwduals on Part IX, column (A), line 2? lf "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 23 243 Did the organization have a tax-exempt bond issue With an outstanding prinCIpal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If Yes, answer llnes 24b through 24d and complete Schedule K. If 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? 24c Did the organization act as an ?on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes, complete Schedule L, 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? 5 prior Forms 990 or 990. ll Y"es," complete Schedule L, Partl 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 off cers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "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 business transaction With one of the foIIOWing 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 .. 23a 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 of?cer, 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, 000m non- -cash contributions? if "Yes, complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualit" ed conservation contributions? If Yes, complete Schedule 31 Did the organization liqUIdate, terminate, or dissolve and cease operations? lf "Yes, complete Schedule N, Partl .. 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assetS?? Y,es" 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 3? If "Yes," complete Schedule H, Partl 33 34 Was the organization related to any tax-exempt or taxable entity? If ?Yes," complete Schedule H, Part II, ill, or IV, and Part v, [?19 1 34 35a Did the organization have a controlled entity Within the meaning of section 512(b)(13)? .. 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 512(b)(13)? If "Yes," complete Schedule Fi?, 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 actiwties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? if "Yes," complete Schedule H, Part VI 37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part Vl, lines 11b and 19? Note. All Form 990 filers are reqwred to complete Schedule 0 38 Form 990 (2015) 532004 12-16-15 4 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 99012015) CAPITAL RESEARCH CENTER Page 5 Part VI Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . 1a 1 8 Enter the number of Forms W- 2G included In line 1a. Enter -0- if not applicable 1b 0 0 Did the organization comply With backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) Winnings to prize Winners? 1c 23 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 6 if at least one IS reported on line 2a. did the organization file all requrred federal employment tax returns? 2b Note. if the sum of lines 1a and 2a is greater than 250, you may be reqwred to e-fii'e (see instructions) 33 Did the organization have unrelated busmess gross income of $1,000 or more during the year? 3a If "Yes," has it filed a Form 990-T for this year? If "No. to line 3b, provrde 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 Manual account in a foreign country (such as a bank account, securities account. or other finanCIal 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 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 8886- 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization sohcrt any contributions that were not tax deductible as charitable contributions? 6a If ?Yes." did the organization include With every soIICitation an express statement that such contributions or gifts were not tax deductible? . 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and semces prowded t0 the payor? 73 If "Yes. did the organization notify the donor of the value of the goods or serwces prowded? 7b Did the organization sell, exchange, or othenivise dispose of tangible personal property for which it was reqUired to file Form 8282"Yes. indicate the number of Forms 8282 filed during the? year 1 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? 7f If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as requrred? 79 If the organization received a contribution of cars, boats, airplanes. or other vehicles. did the organization file a Form 1098-0? 7h 6 Sponsoring organizations maintaining donor advised funds. Did a donor advrsed fund maintained by the sponsoring organization have excess busmess holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. 3 Did the sponsoring organization make any taxable distributions under section 4966? . 9a Did the sponsoring organization make a distribution to a donor, donor advrsor. or related person? 9b 10 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 fac?ities 10b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 11a Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) .. 11b 12a Section 4947(a)(1) non- exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a If "Yes." enter the amount of tax- exempt interest received or accrued during the year . 1 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule 0. Enter the amount of reserves the organization is reqwred to maintain by the states in which the organization is licensed to issue qualified health plans 13b 0 Enter the amount of reserves on hand . 13c 14a Did the organization receive any payments for indoor tanning seNices during the tax year? 143 If "Yes; has it filed a Form 720 to report these payments? If "No, provrde an explanation in Schedule 0 14b Form 990 (2015) 532005 12-16-15 5 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAP ITAL RESEARCH CENTER Page 6 I Part VI Ii Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response to line 8a, 8b, or 10b below, descnbe the Circumstances, processes, or changes in Schedule 0. See instructions. 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 1a If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain In Schedule 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 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 signi?cant diverSion 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 deCI5ions 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 fotlowmg: a The governing body? 8a 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 VII, Section A, who cannot be reached at the organization?s mailing address? If "Yes, prowde the names and addresses in Schedule 0 9 Section B. Policies (T Section 5 requests information about polrcres not requrred 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 pOIICies and procedures governing the actiwties of such chapters. affiliates, and branches to ensure their operations are con5istent With the organization's exempt purposes? 10b 11a 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 rewew this Form 990. 12a 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 couid give rise to conflicts? 12b Did the organization regularly and con3istently monitor and enforce compliance With the policy? ll ""Yes. describe in Schedule 0 how this was done 12c 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 following persons include a reVIew and approval by independent persons, comparability data. and contemporaneous substantiation of the deliberation and deCision? a The organization?s CEO, Executive Director, or top management of?CIal 15a Other officers or key employees of the organization 15b 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 partICIpate in a gomt venture or Similar arrangement With a taxable entity during the year? 16a If ?Yes. the organization follow a written policy or procedure requuing the organization to evaluate its partICIpation in 10int venture arrangements under applicable federal tax law, and take steps to safeguard the organization' 5 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 PDC Section 6104 reqwres an organization to make its Forms 1023 (or 1024 if applicable). 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. i:i Own web5ite if] Another's websne Upon request [3 Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so. how) the organization made its governing documents, con?ict 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 1513 16TH STREET NW. WASHINGTON. DC 20036?1380 532006 12-13-15 SEE SCHEDULE 0 FOR FULL LIST OF STATES 6 16040727 133855 CRC 2015 . 03030 CAPITAL RESEARCH CENTER Form 990 (2015) CRC 1 Form 990 (2015) CAPITAL RESEARCH CENTER Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons requ1red to be listed. Report compensation for the calendar year ending With or Within the organization's tax year. 52?1289734_Paqe 7 Part Vll 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 0 List all of the organization?s current officers. directors, trustees (whether indiViduals or organizations), regardless of amount of compensation Enter -0- In columns (D), (E), and (F) if no compensation was paid. 0 List all of the organization's current key employees, if any. See Instructions for definition of "key employee." 0 List the organization's five current highest compensated employees (other than an officer. director, trustee. or key employee) who received report- able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 Of reportable compensation from the organization and any related organizations 0 List all of the organization's former directors or trustees that received. in the capaCIty as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the followmg order: indiwdual trustees or directors: institutional trustees, Officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current Officer, director, or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average (do not one Reportable Reportable Estimated hours per box. unless person IS both an compensation compensation amount of week and a from from related other (list any the organizations compensation hours for ., organization from the related .. organization organizations 2 g. and related below 3% ?2 organizations line) E?s (1) TERRENCE M. SCANLON 5 0 . 0 0 283,500. 0. 61,609. (2) MICHAEL FRANC 0.00 DIRECTOR 0 . 0 . 0 . (3) MARION G. WELLS 1.00 TRUSTEE EMERITA 0 . 0 . 0 . (4) WILLIAM MEYERSOEN . 00 DIRECTOR 0 . 0 . 0 . (5) HONORABLE EDWIN MEESE 1 . 00 DIRECTOR 0 . 0 . 0 . (6) GILBERT COLLINS 1 . 0 0 DIRECTOR 0 . 0 . 0 . (7) THOMAS WINTER 1 . 0 0 DIRECTOR 0 . 0 . 0 . (8) CONSTANCE LARCHER 1 . 00 DIRECTOR 0 . 0 . 0 . (9) SCOTT WALTER 50 . 00 VICE PRESIDENT 136,845. 0. 42,400. 532007 12-15-15 Form 990 (2015) 7 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 meamemm CAPITAL RESEARCH CENTER 52?1289734 PmeB ?Dart Section A. Officers, Directors, Trustees, Key Em aloyees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title hAverage (do not c?gf?'ggthan one Reportable Reportable Estimated ours per box, unless person is both an compensation compensation amount Of week of?cer and a director/trustee) from from related other (?St any 3 the organizations compensation hours for 3 organization from the related a organization organizations 5 i and related below 3-. E: g; organizations "?81 a a 29% 1b &m4mm 420,345. 0. 104,009. Total from continuation sheets to Part VII, Section Totaltaddlines1band1c) 420,345. 0. 104,009. 2 Total number of indiwduals (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 line 13? If Yes, complete Schedule for such indivrdual 3 4 For any indiwduat 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 sewices rendered to the organization? If "Yes, complete Schedule for such person 5 Section B. Independent Contractors 1 Complete this table for your live highest compensated independent contractors that received more than 5100.000 of compensation from the organization. Report compensation for the calendar year ending With or Within the organization?s tax year. (A) (B) (0) Name and busmess address Description of sewices Compensation CORPORATE COLOR PRINTING POSTAGE 9700 PHILADELPHIA COURT, LANHAM, MD 21701 AND MAILING 190 915 . 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1 Form 990 (2015) 532005 12-16-15 8 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAPITAL RESEARCH CENTER Page 9 Part Statement of Revenue 'Check if Schedule 0 contains a response or note to any line in this Part (A) (B) (C) (D) Total revenue Related or Unrelated 571(00ng exempt function busmess sections revenue revenue 512 - 514 43% 1 a Federated campaigns 1a 3 Membership dues .. 1b 5E Fundraismg events 1c '3 ,5 Related organizations 1d 2E Government grants (contributions) 1e g: All other contributions. gifts, grants, and 35 Similar amounts not included above 1f 1 _568 . 545. ?g 9 Noncash contributions included In lines 13?11 8 Total. Add lines 1a-1f 1 568 545. Business Code 8 2 8 PUBLICATIONS 900099 6 501. 6.501. q, 8 All other program sewice revenue Totg_i. Add lines 2a-2f 6 501 3 Investment income (including dwidends. interest, and othersrmilaramountS) . . . 355.036. 355 036, 4 Income from investment of tax-exempt bond proceeds 5 Royalties Real (ii) Personal 6 3 Gross rents 21 450 . Less. rental expenses 9 . 334 . Rental income or (loss) 1 2 116 . Net rental income or (lossGross amount from sales of (I) Securities (ii) Other assets other than inventory 1 4'74 247 . Less cost or other basrs and sales expenses 840 34 6 0 Gem or (loss) 633 901 . Netgain or( oss) 633 901. 633 901. a, 8 a Gross income from fundraismg events (not including of 3 contributions reported on line 10) See Part IV, 0er 18 a Less direct expenses . Net income or (loss) from fundraismg events 9 3 Gross income from gaming activmes. 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 Less cost of goods sold Net income or (loss) from sales of inventory Miscellaneous Revenue Business Code 11 a MISC. INCOME (LOSS) 900099 ?14.196. ?14 196 . All other revenue Total.Addlines11a-11d -14,196. 12 Total revenue.See instructions. 2 561 903. 6 501. 0. 986 35L 532009 12-10-15 Form 990 (2015) 9 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAPITAL RESEARCH CENTER I Part Statement of Functional Expenses 52?1289734 Paqe10 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 l:l Do not Include amounts reported on ?"93 6b? Total ?sgenses Progragtagemce Manag??ent and Funcsgising 8b, 9b, and 10b 0' Part expenses general expenses expenses 1 Grants and other as3Istance to domestic organizations and domestic governments. See Part IV, line 21 2 Grants and other aSSistance to domestic indiwduals See Part IV, line 22 3 Grants and other assastance 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.andkeyemployees 345,109. 235,566. 84,072. 25,471. 6 Compensation not included above, to disqualified persons (as defined under section 4958(l)(1)) and persons described In section 4958(c)(3)(B) 7 Othersalariesandwages 540,432. 330,974. 83,442. 126,016. 8 Penelon plan accruals and contributions (include section 401(k) and 403(b) employer contributionsOtheremployeebenefits 56,156. 34,298. 8,545. 13,323. 10 Payrolltaxes 52,843. 33,638. 9,781. 9,424. 11 Fees for sewices (non-employees) a Management Legal Accounting 15,285. 15,285. Lobbying . . Prolessmnal fundraismg semees. See Part IV, line 17 1 investment management fees Other. (If line 11g amount exceeds 10% 01 line 25. column(A) amount, list lineltg expenses on 0.) 127 304Advertismg and promotion Officeexpenses 192,524. 113,331. 62,727. 16,466. 14 Information technology 15 Royalties 16 Occupancy 13,963. 13,963. 17 Travel 28,321. 506. 17,952. 9,863. 13 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 13,819. 13,819. i 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24a. ll line 24a amount exceeds 10% of line 25. column (A) amount. list line 24e expenses on Schedule 0.) a PRINTING, MAILING AND 316,707. 316,707. RESEARCH MATERIALS 47,726. 35,206. 5,929. 6,591. TAXES, LICENSES AND FEE 42,535. 0. 42,535. 0. ALLOCATED GENERAL AND A 0. 166,036. -212,552. 46,516. All other expenses 25 2, 0304597. 1,091,462. 3554430. 583,705. 26 Joint costs Complete this line only if the organization reported in column (B) 10ml costs from a combined educational campaign and fundraismg soli0itaticn. Check here If folowmq SOP 93-2 (A80 953-720) 532010 12-16-15 Form 990 (2015) 1 0 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAPI TAL RESEARCH CENTER Part Balance Sheet 52?1289734_ig?j1 Check if Schedule 0 contains a response or note to any line in this Part Cl (A) (B) Beginning of year End of year 1 Cash - non-interest-bearlng SaVIngs and temporary cash investments Pledges and grants receivableAccounts receivableLoans and other receivables 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 de?ned under section 4958(f)(1)), persons described in section 4958(c)(3)(B). and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees? benefICiary organizations (see instr) Complete Part II of 6 7 Notes and loans receivable, net 7 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges 10a Land, and equipment: cost or other Complete Part VI of Schedule 10a Less. accumulated depreCIation 10b 14Investments - publicly traded securities Investments - other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line Total?assets. Add lines 1 through 15 (must equal line 34Accounts 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 2 Loans and other payables to current and former of?cers. directors. trustees, 2 key employees. highest compensated employees. and disqualified persons. 33 Complete Part II of Schedule 22 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 117 (ASC 958), check here IE and 3 complete lines 27 through 29, and lines 33 and 34. 27 Unrestrictednetassets 15,078,191. 27 14,200,977. 3 28 Temporarily restricted net assets Permanently restricted net assets . 29 If Organizations that do not follow SFAS 1 17 (A86 958). check here '5 and complete lines 30 through 34. '3 30 Capital stock or trust prinCIpaI, or current funds 30 2a 31 Paid-in or capital surplus, or land. bUIldIng, or eqUIpment fund 31 32 Retained earnings, endowment. accumulated income. or other funds 32 33 Totalnetassetsorfundbalances .. 15,085,690. 33 14,254,129. 34 Tota?abilities and net assets/fund balances Form 990 (2015) 532011 12-16-15 1 1 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Form 990 (2015) CAPITAL RESEARCH CENTER 52?128 9 73L Page 12 Part XI 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 serwces 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(B)) 10 14,254,129. Part Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII Yes No 1 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. 2a Were the organization's finanCIal statements compiled or reviewed by an independent accountant? 2a If "Yes." check a box below to indicate whether the Manual statements for the year were compiled or rewewed on a separate ba5is, consolidated base. or both: Separate I: Consolidated base [3 Both consolidated and separate Were the organization' 5 financial statements audited by an independent accountant? 2b If "Yes. check a box below to indicate whether the financial statements for the year were audited on a separate basis consolidated bas:s, or both: Separate ba5is Consolidated ba3is I: Both consolidated and separate baSlS If ?Yes" to line 2a or 2b, does the organization have a committee that assumes responSIbility for oversight of the audit, rewew, or compilation of its finanCial statements and selection of an independent accountant? 2c If the organization changed either its over5ight process or selection process during the tax year. explain in Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular 3a If "Yes," did the organization undergo the reqwred audit or audits? If the organization did not undergo the reqwred audit or auditsLexplain why in Schedule 0 and describe any steps taken to undergo such audits 3b Form 990 (2015) 532012 12-16-15 1 2 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 SCHEDULE A . . . OMB No 1545-0047 (Form 990 or 990_Ez) Publlc Charity Status and Public Support . Complete if the organization is a section 501(c)(3) organization or a section 20 15 4947(a)(1) nonexempt charitable trust. Department of the Treasury Attach to Form 990 or Form Open to Public '?tema' Revenue se'v'ce 7 information about Schedule A (Form 990 or 990-EZ) and its instructions is at Inspection Name of the organization Employer identification number CAPITAL RESEARCH CENTER 52-1289734 I Part I I Reason for Public Charity Status (All organizations must complete this part.) See Instructions. The organization is not a private foundation because it is: (For lines 1 through 11. check only one box) 1 I: A church. convention of churches, or association of churches described in section 2 A school described in section (Attach Schedule (Form 990 or 3 A hospital or a cooperative hospital sewice organization described in section 4 A medical research organization operated in conjunction With a hospital described in section 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 it.) A federal. state, or local government or governmental unit described in section An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section (Complete Part II.) A community trust described in section (Complete Part II An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and receipts from activmes 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 busmesses acqwred by the organization after June 30, 1975. See section 509(a)(2). (Complete Part 5 DD aria (DO) 10 I: An organization organized and operated excluswely to test for public safety. See section 509(a)(4). 11 I: An organization organized and operated exclusrvely for the benefit of. to perform the functions of. or to carry out the purposes of one Or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e. 11f. and 119. a E: Type I. A supporting organization operated, superwsed. or controlled by its supported organization(s). typically by givmg the supported organization(s) the power to regularly appornt or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV. Sections A and B. Type II. A supporting organization supervused or controlled in connection With its supported organization(s), by havmg control or management of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. Type 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. CI Type non-functionally integrated. A supporting organization operated in connection With its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution reqwrement and an attentiveness reqUirement (see instructions). You must complete Part iV, Sections A and D. and Part V. I: Check this box if the organization received a written determination from the IRS that it is a Type I, Type ll. Type functionally integrated, or Type Ill non-functionally integrated supporting organization. Enter the number of supported organizations Prowde the followmg information about the supported organization(s). Name of supported (ii) Type of organization (N) is the organization Amount oi monetary (vi) Amount of . listed in your organization (described on ??85 1 9 support (see other support (see above (see instructions? governing document? instructions) instructions) Yes No Total LHA For Paperwork Reduction Act Notice, see the Instructions for Schedule A (Form 990 or 990-EZ) 2015 Form 990 or 990-EZ. 532021 09-23-15 1 3 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or 2015 CAPITAL RESEARCH CENTER Page 2 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5. 7. or 8 of Part 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 in)> 2011 2012 2013 2014 2015 in Total 1 Gifts. grants. contributions, and membership fees received. (Do not Include any "unusual grants 1-341. 465. 1 551 962. 1 331 301. 1.191.748. 1 568 545. 6 985 021. 2 Tax revenues lewed for the organ- ization's benefit and either paid to or expended on its behalf 3 The value of sewices or facuities furnished by a governmental unit to the organization Without charge 4 Total.Addlines1through3 1 341 465. 1 551L962. 1.331 301. 1 191 748. 1 568 545. 6 985 021. 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column 1.519.147. 6 Public Subtract lineSfrom lin?4 5 465 874, Section B. Total Support Calendaryear (orliscal year beginning in)> 2011 2012 2013 (d)2014 2015 (0 Total 7 1 341 465. 1 551.962. 1.331 3014 1 191 748. 1 568 545. 6 9854021. 8 Gross income from interest. diVidends, payments received on securities loans. rents. royalties andincomefromSimilarsources 293,775. 382,430. 511,043. 449,859. 3764485. 2.113 593. 9 Net income from unrelated busmess actiwties. whether or not the busmess is regularly carried on 10 Other income Do not include gain or loss from the sale of capital assets(ExplaininPartVl.) -3,739. r14. 2,531. 2,489. -14,195. -12,501. 11 Total support. Add lines 7 through 10 9 086 113 . 12 Gross receipts from related activmes, etc. (see instructionsFirst five years. If the Form 990 is for the organization' 5 first. second third. fourth or ?fth 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 2015 (line 6. column (1) diVided by line 11. column 14 6 0.1 6 15 Public support percentage from 2014 Schedule A. Part ll, line 113% support test- 2015. If the organization did not check the box on line 13 and line 14 is 33 1/3% or more check this box and stop here. The organization qualifies as a publicly supported organization [Kl 33 1/3% support test - 2014. if the organization did not check a box on line 13 or 16a. and line 15 is 33 1/3% or more. check this box and stop here. The organization qualifies as a publicly supported organization . 173 10% -facts- and- circumstances test- 2015. If the organization did not check a box on line 13. 16a? or 16b. and line 14 is 10% or more. and if the organization meets the "facts- and-Circumstances" test. check this box and stop here. Explain in Part VI how the organization meets the' 'facts- and- Circumstances" test. The organization qualifies as a publicly supported organization :1 10% -facts- and- circumstances test- 2014. If the organization did not check a box on line 13. 16a. 16b. or 17a. and line 15 is 10% or more. and if the organization meets the "facts- and- Circumstances? test. check this box and stop here. Explain in Part VI how the organization meets the "facts-and-Circumstances" test. The organization quali?es as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13. 16a. 16b. 17aLor17b, check this box and see instructions Schedule A (Form 990 or 2015 532022 09-23-15 14 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or Part Support Schedule for Organizations Described in Section 509(a)(2) Page 3 (Complete only if you checked the box on line 9 of Part or if the organization failed to qualify under Part II If the organization fails to qualify under the tests listed below. please complete Part II.) Section A. Public Support Calendaryear (orfiscal year beginning in)> 2011 2012 2013 2014 2015 Total 1 Gifts. grants. contributions, and membership fees received. (Do not include any "unusual grants") 2 Gross receipts from admis3ions. merchandise sold or seNices per- formed. or facnities furnished in any actiVIty that is related to the organization's tax-exempt purpose 3 Gross receipts from that are not an unrelated trade or bus- iness under section 513 4 Tax revenues IeVIed for the organ- ization's benefit and either paid to or expended on its behalf 5 The value of sewices or faculties 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 ineluded 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 suggort. [Subtractline Tctrum lineS) Section B. Total Support Calendar year (or ?scal year beginning in) 2011 2012 2013 2014 2015 Total 9 Amounts from line 6 10a Gross income from interest. dwidends. payments received on securities loans. rents. royalties and income from Similar sources Unrelated busmess taxable income (less section 511 taxes) from busmesses acqurred after June 30, 1975 Add lines 10a and 10b 11 Net income from unrelated busmess actiVities not included in line 10b. whether or not the busmess is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) 13 Total support. (Add 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 Section C. Computation of Public Support Percentage 15 Public support percentage for 2015 (line 8. column diVided by line 13. column 15 16 Public support percentage from 2014 Schedule A, Part line 15 16 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2015 (line 10c. column dwided by line 13. column 17 18 Investment income percentage from 2014 Schedule A. Part line 17 18 19a 33 1/3% support tests - 2015. If the organization did not check the box on line 14, and line 15 is more than 33 and line 17 is not more than 33 check this box and stop here. The organization quali?es as a publicly supported organization >l:l 33 1/3% support tests - 2014. If the organization did not check a box on line 14 or line 19a. and line 16 is more than 33 and line 18 is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2015 532023 09-23-15 15 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER >El CRC 1 Schedule A (Form 990 or QQO-EZ) 2015 CAPITAL RESEARCH CENTER ?LPaqe 4 I Part IV I Supporting Organizations (Complete only it you checked a box In line 11 on Part I. If you checked 11a of Part I. complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and If you checked 11d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes No 1 Are all of the organization's supported organizations listed by name in the organization's governing documents? If "No" descnbe in Part VI how the supported organizations are desrgnated. lf designated by class or purpose, describe the desrgnation. lf historic and continurng relationship, explain 1 2 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 VI how the organization determrned that the supported organization was described in section 509(a)(1) or (2) 2 3a Did the organization have a supported organization described in section 501 (5). or If "Yes," answer and below. 3a Did the organization confirm that each supported organization qualified under section 501(c)(4), (5). or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes, describe in Part VI when and how the organization made the determrnatron. 3b Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If Yes, explain in Part VI what controls the organization put in place to ensure such use. So 4a Was any supported organization not organized In the United States ("foreign supported organization?)? ll "Yes, and if you checked 11a or 11b in Part I, answer and (0) below. 43 Did the organization have ultimate control and discretion in decading whether to make grants to the foreign supported organization? li' "Yes, describe in Part VI how the organization had such control and discretion despite being controlled or supervrsed by or in connection With its supported organizations. 4b 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 VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusrvely for section 170(c)(2)(B) purposes 4c 5a 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 VI, including 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 authonzmg such action: and (iv) how the action was accomplished (such as by amendment to the organizmg document). 5a Type I or Type II only. Was any added or substituted supported organization part of a class already de5ignated in the organization's organizmg document? 5b 0 Substitutions only. Was the substitution the result of an event beyond the organization's control? 50 6 Did the organization prowde support (whether in the form of grants or the prOVlSlOl?l of senrices or faCilities) to anyone other than its supported organizations. (ii) indiwduals 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. 6 7 Did the organization prowde a grant. loan. compensation. or other Similar payment to a substantial contributor (defined in section a family member of a substantial contributor. or a 35% controlled entity With regard to a substantial contributor? If "Yes, complete Part of Schedule (Form 990 or 990-52). 7 8 Did the Organization make a loan to a disquali?ed person (as de?ned in section 4958) not described in line 7? If "Yes, complete Part I of Schedule (Form 990 or 990-EZ) 8 9a 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 ll Yes, prowde detail in Part VI. 9a Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? if Yes, prowde detail in Part VI. 9b Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ?Yes," prowde detail in Part VI. 9c 10a Was the organization subject to the excess busmess holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations. and all Type non-functionally integrated supporting organizations)? If "Yes, answer 10b below 10a Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busrness holdings 10b 532024 09-23-15 Schedule A (Form 990 or 990-EZ) 2015 1 6 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 ScheduleAlForm 990 or990-E2)2015 CAPITAL RESEARCH CENTER I Part Supporting Organizations (contrnued) 52-1289734 Paces 11 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 to) 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?Hir "Yes" to a, b, or c, provrde detail in Part Vi. Yes No 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? it "No, describe in Part how the supported organization(s) effectively operated, superwsed, or controlled the organrzation's if the organization had more than one supported organization, describe how the powers to appornt and/or remove directors or trustees were allocated among the supported organizations and what or it any, applied to such powers during the tax year. 2 Did the organization operate for the benefit of any supported organization other than the supported organizationls) that operated, superVised, or controlled the supporting organization? if "Yes, explain in Part Vi how such benefit carried out the purposes of the supported organrzatronls) that operated, supervrsed, 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)? it "No, describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organrzatronls). Yes No Section D. All Type Supporting Organizations 1 Did the organization provrde to each of its supported organizations, by the last day of the fifth month of the organization's tax year, a written notice describing the type and amount of support prowded during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of noti?cation, and (in) copies of the organization's governing documents in effect on the date of notification, to the extent not prewously prov:ded? 2 Were any of the organization's officers, directors, or trustees either appornted or elected by the supported organization(s) or (ii) on the governing body of a supported organization? it "No, explain in Part Vi how the organization maintained a close and continuous working relationship With the supported organrzatron(s). 3 By reason of the relationship described in (2), did the organization's supported organizations have a Significant veice in the organization's investment poIICIes and in directing the use of the organization?s income or assets at all times during the tax year? it ?Yes, describe rn Part Vi the role the organization's supported organizations played in this regard. Yes No Section E. Type Functionally-Integrated SupportinLOrganizations 1 Check the box next to the method that the organrzation used to satisfy the integral Part Test during the yea(see instructions): a The organization satisfied the Activrties Test. Complete line 2 below. i:i The organization is the parent of each of its supported organizations. Complete line 3 below. CI The organization supported a governmental entity. Descnbe in Part VI how you supported a government entity (see 2 Actiwties Test. Answer and below. 3 Did substantially all of the organization's activrties during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsrve? it "Yes,? then rn Part Vi identify those supported organizations and explain how these directly furthered their exempt purposes, how the organization was responsrve to those supported organizations, and how the organizatron determrned that these constituted substantially all of its activrtres. Did the activmes described in constitute actiwties 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 Vi the reasons for the organization's posrtron that its supported organrzatron(s) would have engaged in these activrtres but for the organiza tron 's involvement. 3 Parent of Supported Organizations. Answer and below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or tmstees of each of the supported organizations? Prowde details in Part Vi. Did the organization exerCIse a substantial degree of direction over the poli0ies, programs, and actiwties of each of its supported organizations? if "Yes," describe In Part the role played by the orqanrzatron in this reqard532025 09-23-15 Schedule A (Form 990 or 990-EZ) 2015 17 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or 990-EZL2015 CAP ITAL RESEARCH CENTER Pads 6 I Part Type Non-Functionally Integrated Supporting Organizations 1 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) PTIOT Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 DepreCIation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management. conservation, or maintenance of property held for production of income (see 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 . . (B) Current Year Section - Minimum Asset Amount (A) Pr Year (optlonal) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short ta?ear or assets held for part of year): a Average value of securities ta Average cash balances 1b Fair market value of other non-exempt-use assets 10 Total (add lines 1a. 1b, and 1c) 1d Discount claimed for blockage or other factors (explain in detail in Part VI): 2 indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d 3 4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions) 4 5 Net value of non-exemptuse assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 035 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section - Distributable Amount Current Year 1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2 3 Minimum asset amount for prior year (from Section B, line 8. Column A) 3 4 Enter greater of line 2 or line 3 4 5 income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4. unless subject to emergency temporary reduction (see instructions) 6 7 Check here if the current year is the organization?s first as a non-functionally-integrated Type supporting organization (see instructions). Schedule A (Form 990 or 990-EZ) 2015 532026 09-23-15 18 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or 990-EZ) 2015 CAP ITAL RESEARCH CENTER ?aqe 7 I Part I Type Non-Functionally Integrated Supporting Organizations (continued) Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform actiwty that directly furthers exempt purposes of supported organizations, in excess of income from actiwty Administrative expenses paid to accomplish exempt purposes of supponed organizations Amounts paid to achIre exempt-use assets Qualified set-a51de amounts (prior IRS approval requu'ed) 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 responsnve (prowde details in Part VI). See instructions. 9 Distributable amount for 2015 from Section C, line 6 10 Line 8 amount diVided by Line 9 amount CD *4 (n J5 (D (ii) tr t' Underdistributions Distributable Section - Distribution Allocations (see instructions) xcess '5 I ions Pre-2015 Amount for 2015 1 Distributable amount for 2015 from Section C, line 6 2 Underdistributions, if any, for years prior to 2015 (reasonable cause required-see instructions) 0: Excess distributions camover. if any. to 2015: From 2013 From 2014 Total of lines 3a through Applied to underdistributions of prior years :r I: CL (3 CT ID Applied to 2015 distributable amount Carryover from 2010 not applied (see instructions) Remainder Subtract lines Sg. 3h. and Si from St Distributions for 2015 from Section D, line 7. a Applied to underdistributions of prior years Applied to 2015 distributable amount Remainder Subtract lines 43 and 4b from 4 5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 39 and 4a from line 2 (if amount greater than zero, see 6 Remaining underdistributions for 2015. Subtract lines an and 4b from line 1 (if amount greater than zero. see instructions) 7 Excess distributions carryover to 2016. Add lines 31 and 4c 8 Breakdown of line 7: Excess from 2013 Excess from 2014 Excess from 2015 CD CL (7 CT El Schedule A (Form 990 or 990-EZ) 2015 532027 09-23-15 19 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule A (Form 990 or 990-EZ) 2015 CAP ITAL RESEARCH CENTER Page 3 I Part VI I Supplemental Information. Provnde the explanations requnred by Part II, lIne 10; Part II, lune 17a or 17b; Part m, lane 12; Part IV, Se?ctnon A, hnes 1, 2, 3b, So, 413, 40, 5a, 6, 9a. 9b, 90, 11a, 11b, and 11c; Part IV, Sectlon B, hnes 1 and 2; Part IV, Sectlon C, June 1; Part IV, Section D. lines 2 and 3; Part IV. Section E, lines 10. 2a, 2b. 3a and 3b; Part V, line 1; Part V. Section B, lune 1e, Part V, Section D, lines 5, 6, and 8, and Part V, Section E, lines 2, 5, and 6. Also complete part for any additional Information. JSee Instructions.) 532023 09-23-15 Schedule A (Form 990 or 990-EZ) 2015 2 0 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 . - OMB 1545-0047 SCHEDULE Supplemental FinanCIaI Statements (Form 990) Complete if the organization answered "Yes" on Form 990, 20 15 . Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c. 11d, 11e, 11f, 12a, or 12b. . Department of the Treasury AttaCh to Form 990- Open tO_ PUbl'c Internal Revenue Serwce Information about Schedule Form 990 and Its instructions is at Name of the organization Employer identification number CAPITAL RESEARCH CENTER 52-1289734 [Part I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. 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 adwsors in writing that the assets held in donor adwsed funds are the organization's property. subject to the organization?s excluswe legal control? El Yes I: No 6 Did the organization inform all grantees, donors, and donor adwsors 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? Yes No [Part II I Conservation Easements. Complete if the organization answered "Yes" on Form 990. Fan IV. line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e recreation or education) I: Preservation of a historically important land area Protection of natural habitat El Preservation of a certi?ed historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year a Total number of conservation easements . . 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in 2c Number of conservation easements included in achIred after 8/17/06, and not on a historic structure listed in the National Register 2d 3 Number of censervation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year 4 Number of states where property subject 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? I: Yes El No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of Violations, and enforcmg conservation easements during the year 7 Amount of expenses incurred in monitoring. inspecting, handling of Violations, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the reqwrements of section and section . Yes No 9 In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet. and include. if the text of the footnote to the organization's finanCIaI statements that describes the organization's accounting for conservation easements. Part I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990. Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (A80 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, prowde, in Part the text of the footnote to its finanCIal statements that describes these items. If the organization elected, as permitted under SFAS 116 (A80 958). to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, prowde the followmg amounts relating to these items. Revenue included on 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, prOVide the followmg amounts requwed to be reported under SFAS 116 (A86 958) relating to these items: a Revenue included on 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) 2015 EELS 2 5 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule DjForm 990) 2015 (check all that apply). a Public exhibition CI Scholarly research Preservation for future generations CAP ITAL RES EARCH CENTER 52-1289734 Paqe2 I Part I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assetsrcontmued) 3 Usmg the organization' 3 accession, and other records check any of the followrng that are a Significant use of its collection items Loan or exchange programs Other 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 what or receive donations of art, historical treasures. or other Similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? I Part IV I Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990. Part IV. line 9, or reported an amount on Form 990, Part X. line 21. CI Yes 1a Is the organization an agent. thstee, custodian or other Intermediary for contributions or other assets not included on Form 990, Part If "Yes. explain the arrangement In Part and complete the followmg table: Beginning balance Additions during the year Distributions during the year Ending balance 2a Did the organization Include an amount on Form 990, Part X, line 21 for escrow or custodial account liability? El Yes 1d 1f If "Yes." explain the arrangement in Part Check here if the explanation has been provrded on Part IPartV Endowment Funds. Complete if the organization answered "Yes" on Form 990. Part IV. line 10. Amount No 1a Beginning of year balance Contributions Net investment earnings. gains. and losses Grants or scholarships Other expenditures for faCIlities and programs Administrative expenses 9 End of year balance 00.05 -h Current year Prior year Two years back Three years back Fouryears back 2 Provrde the estimated percentage of the current year end balance (line 19. column held as. Board desrgnated or quasr endowment Permanent endowment Temporarily restricted endowment Um The percentages on lines 2a. 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possessuon of the organization that are held and administered for the organization by: unrelated organizations (ii) related organizations If 'Yes' on line 3a(ii). are the related organizations listed as required on Schedule Fl? Describe in Part the intended uses of the orqanization' endowment funds. I Part VI Land, Buildings' and Equipment. Complete if the organization answered "Yes" on Form 990. Part IV. line 11a. See Form 990. Part X. line 10. Description of property Cost or other Cost or other Accumulated Book value basis (investment) ba5is (other) depreCIation 1a Land 114,686. 1144686. BUIIdings 1,031,302. 595,705. 435,597. Leasehold improvements EqUIpment 619,620. 599,528. 20,092. Other Ml. Add lines 1a through 1e. (Column must equal Form 990, Part X, column (B), line 10c Schedule (Form 990) 2015 532052 09-21-15 2 6 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule (Form 990) 2015 CAPI TAL RESEARCH CENTER Paqe 3 Part Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990. Part X. line 12. Description of security or category (including name of security) Book value (0) Method of valuation: Cost or end-of-year market value (1) FinanCiaI derivatives (2) Closely-held eqwty interests (3) Other (A) AB) (C) (D) E) (F) JG) (H) Total. (Col. must equal Form 990, Part X, col. (B) llne Part Investments - Program Related. if the ion answered "Yes" on Form 990 Part IV line 11c. See Form 990 Part line 13 Description of investment Book value Method of valuation: Cost or end-of-year market value Part IX Other Assets. lete if the ization answered ?Yes" on Form 990. Part IV. line 11d. See Form 990. Part X. line 15. Description Book value mn must Part Other Liabilities. Complete if the organization answered "Yes" on Form 990, Part IV. line He or 11f. See Form 990, Part X. line 25. 1. Description of liability Book value (1) Federal income taxes (2) (3) (5) (5) (7) (8) (9) Total. (Column must equal Form 990, Part X, col. (8) line 25) 2. Liability for uncertain tax posrtions. In Part provide the text of the footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax posnions under FIN 48 (A80 740). Check here if the text of the footnote has been prowded in Part (E Schedule (Form 990) 2015 532053 09-21-15 27 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule (Form 990) 2015 CAP ITAL RESEARCH CENTER Page 4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 Total revenue, gains. and other support per audited finanCIaI statements Amounts Included on Me 1 but not on Form 990. Part Me 12: a Net unrealized gains (losses) on investments Donated and use of 2b Recoveries of prior year grants 2c Other (Describe in Part . 2d 9 3 3 Add lines 2a through Subtractline2efromltne1 3 2,422,980. 4 Amounts included on Form 990, Part line 12Investment expenses not Included on Form 990, Part line 7b . 4a Other (Describe In Part Addlines4aand4b 4c 138,923. Total revenue Add lines 3 and 40. (This must equal Form 990 PartIPsart XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered' '"Yes on Form 990, Part IV, [Ine 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 sewices and use of faCIIities 2a Prior year adiustments 2b 0 Other losses . . 2c Other (Describe In Part . . . .. 2d 9 3 34 . 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 7b 4a Other (Describe In Part Addlines4aand4b 4c 138,923. Total expenses Add lines 3 and 4c. {This must equal Form 990, PartFPart 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, IInes 2d and 4b; and Part XII, IInes 2d and 4b Also complete this part to prOVIde any additional Information. 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, 2015 AND 2014, 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, 2015 AND 2014, 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 333331715 Schedule (Form 990) 2015 2 8 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 CAPITAL RESEARCH CENTER 52?1289734 PmeS Part I Supplemental Information (continued) FINANCIAL STATEMENTS. TAX YEARS ENDING DECEMBER 31, 2014, 2012 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 9.334. PART LINE 4B OTHER ADJUSTMENTS: INVESTMENT EXPENSES 138,923. PART XII. LINE 2D OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 9,334. PART XII, LINE 4B OTHER ADJUSTMENTS: INVESTMENT EXPENSES 138,923. Schedule (Form 990) 2015 532055 09-21-15 29 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 SCHEDULE Compensation Information 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest 201 5 Compensated Employees Complete if the organization answered "Yes? on Form 990, Part IV, line 23. Department of the Treasury Attach to Form 990. open to P_Ub?c Internal Revenue Serwce Information about Schedule (Form 990) and its instructions is at Name of the organization Employer identification number CAPITAL RESEARCH CENTER 5g?1289734 I Part I Questions Regarding Compensation Yes No 1a Check the appropriate box(es) if the organization prowded any of the followmg to or for a person listed on Form 990. Part VII. Section A. line 1a. Complete Part to prowde any relevant information regarding these items. First-class or charter travel Housrng allowance or residence for personal use I: Travel for companions Payments for busmess use of personal reSIdence Tax indemnification and gross-up payments Health or SOClal club dues or initiation fees Discretionary spending account Personal serv1ces 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 prowsmn of all of the expenses described above? If complete Part to explain 1b 2 Did the organization requ1re substantiation prior to reimbursing or allowmg expenses incurred by all directors. trustees. and officers. including the CEO/Executive Director. regarding the items checked in line 1a? 2 3 Indicate which. if any. of the followmg the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director. but explain in Part Compensation committee El Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee 4 During the year. did any person listed on Form 990. Part VII. Section A, line 1a. With respect to the filing organization or a related organization. a Receive a severance payment or change-of?control payment? . 4a PartICipate in. or receive payment from, a supplemental nonqualified retirement plan? 4b PartICIpate in, or receive payment from. an eqUIty-based compensation arrangement? 4c If "Yes" to any of lines 4a-c. list the persons and prowde the applicable amounts for each item in Part Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons listed on Form 990. Part VII, Section A, line 1a. did the organization pay or accrue any compensation contingent on the revenues of: a The organization? 5a Any related organization? 5b If "Yes" to line 5a or 5b. describe in Part 6 For persons listed on Form 990, Part VII. Section A. line 1a. did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? . . . 6a Any related organization? .. 6b If "Yes" on line 6a or 6b. describe in Part Ill. 7 For persons listed on Form 990. Part VII. Section A, line 1a. did the organization provide any non-fixed payments not described on lines 5 and 6? If ?Yes," describe in Part . 7 8 Were any amounts reported on Form 990. Part VII. paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 If "Yes." describe in Part 8 9 If "Yes" to line 8. did the organization also follow the rebuttable presumption procedure described in Regulations section 53 9 LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) 2015 532111 10-14-15 30 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 CAPITAL RESEARCH CENTER 52?1289734 Pmm2 I Part ll (Of?cers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplrcale copres rf space rs needed. For each whose compensatlon must be reported on Schedule J. report compensatron from the organrzatron on row (I) and from related organizations. rn the Instructions, on row Do not Irst any that are not lrsted on Form 990. Part VII Note: The sum of columns for each lrsted must equal the total amount of Form 990, Part VII, Section A, lrne 1a. applicable column (D) and (E) amounts for that (B) Breakdown of W-2 and/or1099-MISC compensatron (C) Retrrement and (D) Nontaxable (E) Total of columns (F) Compen?atron other deferred benefits In column (B) 3359 "0 Bonus 3? (Iii) Other com ensatron re orted as deferred (A) Name and Trtle compensation Incentive reportable op" prror Form 990 compensation compensation G) 283,500. (H) 0- (2) SCOTT WALTER 136 845 . VICE PRESIDENT 0. (ii) (ii) 53,000. 8,609. 345,109. 0. 0. 0. 36.400. 6,000. 179,245. 0. 0. 0. 0000 0 GOOD 0 (ii) (ii) (ii) (ii) (ii) (ii) (ii) (ii) (I) (ii) (ii) (ii) (ii) Schedule (Form 990) 2015 532112 10-14-15 31 Schedule (Form 990) 2015 CAPITAL RESEARCH CENTER Page 3 I Part I Supplemental Information Provnde the Information, explanation. or descriptions reqwred for Part I, lines 1aand for Part II Also complete this 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 THE MEMBERSHIP. 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) 2015 532113 10-14-15 3 2 SCHEDULE (Form 990) . Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990. Information about Schedule (Form 9901and its instructions is at Department oi the Treasury Internal Revenue Sen/ice Noncash Contributions OMB No 1545-0047 2015 Open To Public Inspection Name of the organization CAPITAL RESEARCH CENTER [Partl Types of Property Employer identification number 52?1289734 Art - Works of art Art - Historical treasures Art - Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property Securities - Publicly traded Securities - Closely held stock Securities - Partnership, LLC, or interests 12 Securities - Miscellaneous 13 Qualified conservation contribution - Historic structures d?L Aoom?imm-RODM-t Ia) Check if applicable Number of contributions or Items contributed Noncash contribution amounts reported on Form 990. Part line 1q Id) Method of determining noncash contribution amounts 30,628. FAIR VALUE AT GIFT 14 Qualified conservation contribution - Other 15 Real estate - ReSIdential 16 Real estate - Commerce! 17 Real estate - Other 18 Collectibles 19 Food inventory 20 Drugs and medical supplies 21 Taxrdermy 22 Historical artifacts 23 Screntific specrmens 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 requrred 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 revrew of any non-standard contributions? 31 32a Does the organization hire or use third parties or related organizations to soIiCIt. process. or sell noncash contributions? 32a If "Yes," describe In Part 33 If the organization did not report an amount in column (0) for a type of property for which column is checked. describe in Part II LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule (Form 990) (2015) 532141 08-21-15 16040727 133855 CRC CAPITAL RESEARCH CENTER CRC 1 Schedule (Form 990) (2015) CAPITAL RESEARCH CENTER Paqe 2 I Part I Supplemental Information. Provnde the Information requured by Part I, lines 30b. 32b. and 33. and whether the organizatlon Is'reportmg In Part I. column the number of contributions. the number of Items received, or a combination of both. Also complete part for any additional Information. SCHEDULE M, LINE 32B: 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. 532142 03-21-15 Schedule (Form 990) (2015) 34 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 OMB No 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-52) Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional Information. Department of the Treasury Attach to Form 990 Of 990-EZ. Open to_ Publlc Internal Revenue Servnce Information about Schedule 0 [Form 990 or and its instructions is at Inspection Name of the organization 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 501(c)(3) 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 GRANT-MAKING FOUNDATIONS, WITH ATTENTION TO THEIR MISSION AND OF FINANCIAL SUPPORT AND GRANTEES: 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 lgg?1 For Paperwork Reduction Act Notice. see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2015) 09-02?15 35 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule 0 (Form 990 or 990-EZ) (2015) Page 2 Name of the organization 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 532212 09-02-15 Schedule 0 (Form 990 or 990-EZ) (2015) 36 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1 Schedule 0 (Form 990 or 990-EZ) (2015) Page 2 Name of the organization 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 532212 09?02-15 Schedule 0 (Form 990 or 990-EZ) (2015) 37 16040727 133855 CRC 2015.03030 CAPITAL RESEARCH CENTER CRC 1