9 9 0 OMB No. 15450047 Form Return of Organization Exempt From Income Tax 201 1 Under section 501 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Department of the Treasury lntemal Revenue Service The organization may have to use a copy of this return to satisfy state reporting requirements. A For the 2011 calendar year, or tax year beginning 2011, and endig 3 Check if applicable: Name Of ?|'93niZati0" DODOIS Trust . 'd?"tm?afi?" Address change Doing Business Name change Number and street (or P.O. box if mail is not delivered to street addr) Room/suite Telephone number Initial retum 109 North Henry Street (703) 535-3563 Teminated City, town or country State ZIP code 4 Amended return Alexandria Gross receipts Appiication pending Name and address of principal oflicer: Hi3) '5 W5 3 return 70'' 3ffi"3te57 Yes No Whitney L. Ball 109 North Henry Street Al exndria VA 2 2 3 14 A'.e ammes . Yes I N0 If No, attach a list. (see instructions) I Tax-exempt status El 501(c)(3) 501(c) (insert no.) 4947(a)(1) or I-1 527 Website: . donorstrust . org H(c) Group exemption number Form of organization: El Corporation Trust Association Other' Year of Formation: 1 9 9 9 State of legal domicile: VA Summary 1 Briefly describe the organization's mission or most significant activities: Si aa I 1lR_01_3 I. BE r_ .59 91.31" P13.-E992- I. 2 Check this box Elf the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the goveming body (Part VI, line 1aNumber of independent voting members of the governing body (Part VI, line 1bTotal number of individuals employed in calendar year 2011 (Part V, line 2aTotal number of volunteers (estimate if necessaryTotal unrelated business revenue from Part column (C), line Net unrelated business taxable income from Form 990-T, line Prior Year Current Year 0 8 Contributions and grants (PartV||I, line 1h28, 998, 795 . 39, 267, 594 . 3 9 Program service revenue (Part line 2gInvestment income (Part column (A), lines Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11eTotal revenue -- add lines 8 through 11 (must equal Part column (A), line 12Grants and similar amounts paid (Part IX, column (A), lines 1-Benefits paid to or for members (Part IX, column (A), line Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1016a Professional fundraising fees (Part IX, column (A), line 11eTotal fundraising expenses (Part IX, column (D), line 25Other expenses (Part IX, column (A), lines 11a-11d, 11f-24eTotal expenses. Add lines 13-17 (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 18 from line Beginning of Current Year End of Year 1518,409,511. 26,128,041. f; 21 Total liabilities (Part X, line 26Net assets or fund balances. Subtract line 21 from line Under penalties of perjury, I decl - - this retum, irficIudin_g acpompan ing schedules and statements, and to the best of my knowledge and belief, it is true, correct, and in ono I complete. Declaration of prepar ase on reparer has any knowledge. I I I 14/ Sign I Date I I Here Whitney . Bal President CEO Type or print name and title. Print/Type preparer's name Preparer's signature Date Check if PTIN self-employed Preparer Firm's name use Finn's address Firm's EIN Phone no. May the IRS discuss this return with the preparer shown above? (see instructionsBAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101 07/o5/11 Form 990 (2011) Donors Trust, Inc. Statement of Program Service Accomplishments 52-2166327 Form 990 (2011) Part III 1 Page 2 X Check if Schedule O contains a response to any question in this Part III Briefly describe the organization's mission: SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE See Form 990, Page 2, Part III, Line 1 (continued) 2 3 4 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? Yes X If 'Yes,' describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? X Yes If 'Yes,' describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. No No ) (Expenses $ 30,003,855. including grants of $ 29,525,114. ) (Revenue $ DAF PROGRAM - A DONOR ADVISED FUND (DAF) PROGRAM ALLOWING DAF CONTRIBUTORS TO ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE PRIVATE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. 0. ) ) (Expenses $ 208,931. including grants of $ 0. ) (Revenue $ NEW PHILANTHROPY STUDIES (NPS). THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A PROGRAM THAT ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING TO BETTER UNDERSTAND THE ROLE OF VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL COOPERATION AND DISTRIBUTION OF PRIVATE AND PUBLIC GOODS. 50. ) ) (Expenses $ 483,773. including grants of $ 0. ) (Revenue $ 24,519. CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP). THE CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY IS A PROGRAM DESIGNED TO RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATION, IN PARTICULAR, ISSUES OF PRODUCTIVITY, EFFICIENCY, ACCOUNTABILITY, AND TRANSPARENCY. ) 4 a (Code: 4 b (Code: 4 c (Code: 4 d Other program services. (Describe in Schedule O.) (Expenses $ 1,178,231. including grants of $ 4 e Total program service expenses G 31,874,790. BAA TEEA0102 196,903. 07/05/11 ) (Revenue $ 87,000. ) Form 990 (2011) Donors Trust, Inc. Checklist of Required Schedules 52-2166327 Form 990 (2011) Part IV Page 3 Yes 1 No Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A 1 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part I 3 X Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If 'Yes,' complete Schedule C, Part II 4 X Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part III 5 X Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I 6 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' complete Schedule D, Part II 7 X Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part III 8 X Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV 9 X 4 5 6 7 8 9 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If 'Yes,' complete Schedule D, Part V X X X 10 X a Did the organization report an amount for land, buildings and equipment in Part X, line 10? If 'Yes,' complete Schedule D, Part VI 11 a X b Did the organization report an amount for investments' other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VII 11 b X c Did the organization report an amount for investments' program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VIII 11 c X d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part IX 11 d e Did the organization report an amount for other liabilities in Part X, line 25? If 'Yes,' complete Schedule D, Part X 11 e X X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X 11 f X 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If 'Yes,' complete Schedule D, Parts XI, XII, and XIII b Was the organization included in consolidated, independent audited financial statements for the tax year? If 'Yes,' and if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional 12a X 14a 14b X Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If 'Yes,' complete Schedule F, Parts II and IV 15 X Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If 'Yes,' complete Schedule F, Parts III and IV 16 X Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If 'Yes,' complete Schedule G, Part I (see instructions) 17 X Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If 'Yes,' complete Schedule G, Part II 18 X Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part III 13 X X X 19 X X Is the organization a school described in section 170(b)(1)(A)(ii)? If 'Yes,' complete Schedule E 14 a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If 'Yes,' complete Schedule F, Parts I and IV 15 16 17 18 19 20 a Did the organization operate one or more hospital facilities? If 'Yes,' complete Schedule H b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return? BAA TEEA0103 01/23/12 12 b 13 20 20 b Form 990 (2011) Donors Trust, Inc. Checklist of Required Schedules (continued) 52-2166327 Form 990 (2011) Part IV Page 4 Yes 21 Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If 'Yes,' complete Schedule I, Parts I and II Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If 'Yes,' complete Schedule I, Parts I and III 23 22 Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete Schedule J 22 21 23 24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, and that was issued after December 31, 2002? If 'Yes,' answer lines 24b through 24d and complete Schedule K. If 'No,'go to line 25 b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 25 a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If 'Yes,' complete Schedule L, Part I b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 'Yes,' complete Schedule L, Part I No X X X X 24a 24b 24c 24d 25a X 25b X 26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part II 26 X 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If 'Yes,' complete Schedule L, Part III 27 X Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV 28a X b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV 28b X 28 c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If 'Yes,' complete Schedule L, Part IV 29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M 30 28c 29 X X Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If 'Yes,' complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I 30 31 X X Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part II 32 X Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part I 33 X Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, III, IV, and V, line 1 35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 34 35a X b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2 35b X Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If 'Yes,' complete Schedule R, Part V, line 2 36 X Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI 37 X 31 32 33 34 36 37 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O BAA TEEA0104 01/23/12 X 38 X Form 990 (2011) Donors Trust, Inc. Part V Statements Regarding Other IRS Filings and Tax Compliance 52-2166327 Form 990 (2011) Page 5 Check if Schedule O contains a response to any question in this Part V Yes 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1a 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? b If 'Yes' has it filed a Form 990-T for this year? If 'No,' provide an explanation in Schedule O No 63 0 1c X 2b X 8 3a 3b X 4a X 5a 5b 5c X X 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible? 6a X b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). 6b 4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? b If 'Yes,' enter the name of the foreign country: G See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T? a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? b If 'Yes,' did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? d If 'Yes,' indicate the number of Forms 8282 filed during the year 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7a 7b X 7c X 7e 7f X X g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7g X h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h X 8 X 9a 9b X X 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? b Did the organization make a distribution to a donor, donor advisor, or related person? 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 10 a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10 b 11 Section 501(c)(12) organizations. Enter: a Gross income from members or shareholders 11 a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) 11 b 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the year 12 b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans 13 b c Enter the amount of reserves on hand 13 c 14 a Did the organization receive any payments for indoor tanning services during the tax year? b If 'Yes,' has it filed a Form 720 to report these payments? If 'No,' provide an explanation in Schedule O BAA TEEA0105 07/05/11 12 a 13 a 14 a X 14 b Form 990 (2011) Donors Trust, Inc. 52-2166327 Page 6 Part VI Governance, Management and Disclosure For each 'Yes' response to lines 2 through 7b below, and for a 'No' response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response to any question in this Part VI X Section A. Governing Body and Management Form 990 (2011) Yes 1a 4 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization's assets? Did the organization have members or stockholders? 4 No 5 1b 1 a Enter the number of voting members of the governing body at the end of the tax year If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent X 2 3 X 4 5 6 X X X 7a X b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or other persons other than the governing body? 5 6 7b X Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? b Each committee with authority to act on behalf of the governing body? 8a 8b 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? 8 9 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes,' provide the names and addresses in Schedule O X X X 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes b If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12 a Did the organization have a written conflict of interest policy? If 'No,' go to line 13 b Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe in Schedule O how this is done 13 Did the organization have a written whistleblower policy? 14 Did the organization have a written document retention and destruction policy? 15 No 10 a 10 a Did the organization have local chapters, branches, or affiliates? Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers of key employees of the organization If 'Yes' to line 15a or 15b, describe the process in Schedule O. (See instructions.) X 10 b 11 a X 12 a X 12 b X 12 c 13 14 X X X 15 a 15 b X X 16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? 16 a b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? 16 b X Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed G 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply. Own website Another's website X Upon request 19 Describe in Schedule O whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: 20 G Donors BAA Trust 109 N Henry St, Alexandria, TEEA0106 01/23/12 VA 22314-2903 (703) 535-3563 Form 990 (2011) Donors Trust, Inc. 52-2166327 Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Form 990 (2011) Check if Schedule O contains a response to any question in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. ? List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. ? List all of the organization's current key employees, if any. See instructions for definition of 'key employee.' ? List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. ? List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ? List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) (1) (2) (3) (4) (5) (6) (7) (B) Name and title Average hours per week (describe hours for related organizations in Schedule O) Whitney L Ball President & CEO Kimberly O Dennis Chairman James Piereson Vice Chairman Nathaniel C. Moffat Director William J. Hume Director Jeffrey C. Zysik CFO, Sec-Treas. ALL MAY BE REACHED AT THE ORGANIZATION Position (do not check more than one box, unless person is both an officer and a director/trustee) 40.00 X (F) Estimated amount of other compensation from the organization and related organizations 0. 19,858. 0.00 X 0. 0. 0. 0.00 X 0. 0. 0. 0.00 X 0. 0. 0. 0.00 X 0. 0. 0. 160,000. 0. 0. X X (E) Reportable compensation from related organizations (W-2/1099-MISC) 198,584. 40.00 X (D) Reportable compensation from the organization (W-2/1099-MISC) X (8) (9) (10) (11) (12) (13) (14) BAA TEEA0107 07/06/11 Form 990 (2011) Donors Trust, Inc. 52-2166327 Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont) Form 990 (2011) (C) (B) (A) Name and title Average hours per week (describ e hours for related organizations in Sch O) Position (do not check more than one box, unless person is both an officer and a director/trustee) (D) (E) (F) Reportable compensation from the organization (W-2/1099-MISC) Reportable compensation from related organizations (W-2/1099-MISC) Estimated amount of other compensation from the organization and related organizations (15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) 1 b Sub-total G 358,584. 0. 19,858. c Total from continuation sheets to Part VII, Section A G d Total (add lines 1b and 1c) G 358,584. 0. 19,858. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization G 2 Yes No 3 4 5 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If 'Yes,' complete Schedule J for such individual 3 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for such individual 4 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If 'Yes,' complete Schedule J for such person 5 X X X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address Richard Vedder 7464 Ridgeview Circle Athens (B) Description of services OH Ted Frank 901 N Monroe St #1007 Arlington VA Claire Kittle 2868 Tradewind Dr Mount Pleasant SC 2 BAA 45701 Research, writing, speaking, and administration 22201 Legal services 29466 Administrative and recruiting services (C) Compensation 150,000. 198,000. 108,000. Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization G 3 TEEA0108 07/06/11 Form 990 (2011) Donors Trust, Inc. Part VIII Statement of Revenue 52-2166327 Form 990 (2011) (A) Total revenue 1a b c d e Federated campaigns Membership dues Fundraising events Related organizations Government grants (contributions) (B) Related or exempt function revenue (C) Unrelated business revenue Page 9 (D) Revenue excluded from tax under sections 512, 513, or 514 1a 1b 1c 1d 1e f All other contributions, gifts, grants, and similar amounts not included above 1f g Noncash contributions included in lns 1a-1f: $ h Total. Add lines 1a-1f 39,267,594. 2,078,774. 39,267,594. Business Code 2 a Administration services b Subscriptions - NPS c Legal fee recovery d Research, writing, editing e f All other program service revenue g Total. Add lines 2a-2f 3 561000 511120 541100 541900 662,685. 50. 87,000. 24,519. 0. 50. 87,000. 24,519. 0. 0. 0. 0. 662,685. 0. 0. 0. 206,988. 0. 0. 206,988. -121,394. 0. 0. -121,394. 40,127,442. 111,569. 0. 774,254. 4 5 Investment income (including dividends, interest and other similar amounts) Income from investment of tax-exempt bond proceeds Royalties 6a b c d Gross rents Less: rental expenses Rental income or (loss) Net rental income or (loss) (i) Real (ii) Personal (i) Securities (ii) Other 7 a Gross amount from sales of assets other than inventory 8,572,162. b Less: cost or other basis and sales expenses c Gain or (loss) d Net gain or (loss) 8,693,556. -121,394. 8 a Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 a b Less: direct expenses b c Net income or (loss) from fundraising events 9 a Gross income from gaming activities. See Part IV, line 19 a b Less: direct expenses b c Net income or (loss) from gaming activities 10 a Gross sales of inventory, less returns and allowances a b Less: cost of goods sold b c Net income or (loss) from sales of inventory Miscellaneous Revenue 11 a b c d All other revenue e Total. Add lines 11a-11d 12 Total revenue. See instructions BAA Business Code TEEA0109 07/06/11 748,279. Form 990 (2011) Donors Trust, Inc. Statement of Functional Expenses 52-2166327 Form 990 (2011) Part IX Page 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Check if Schedule O contains a response to any question in this Part IX (B) (A) Do not include amounts reported on lines Program service Total expenses 6b, 7b, 8b, 9b, and 10b of Part VIII. expenses 1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 29,722,017. 29,722,017. 2 Grants and other assistance to individuals in the United States. See Part IV, line 22 3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 378,443. 248,144. Compensation not included above, to 6 disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 198,422. 137,589. Pension plan accruals and contributions 8 (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits 19,386. 12,963. 10 Payroll taxes 35,045. 23,434. 11 Fees for services (non-employees): a Management b Legal 439,635. 435,678. c Accounting 20,080. 9,489. d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees 37,113. 36,863. g Other 901,380. 892,670. 12 Advertising and promotion 86,002. 28,868. 13 Office expenses 14,973. 11,354. 14 Information technology 23,884. 16,097. 15 Royalties 16 Occupancy 55,069. 38,656. 17 Travel 130,131. 114,565. 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 7,879. 5,515. 23 Insurance 3,802. 2,661. 24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) a Printing & production 28,655. 26,474. b Postage & delivery 10,629. 9,551. c Telephone 4,971. 3,548. d Utilities 4,703. 3,292. e All other expenses 42,648. 40,362. 25 Total functional expenses. Add lines 1 through 24e 32,164,867. 31,819,790. 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here G if following SOP 98-2 (ASC 958-720) (C) Management and general expenses (D) Fundraising expenses 34,922. 95,377. 28,628. 32,205. 2,136. 3,860. 4,287. 7,751. 3,957. 10,591. 0. 0. 250. 3,978. 0. 1,407. 2,437. 0. 4,732. 57,134. 2,212. 5,350. 6,383. 0. 10,030. 15,566. 919. 444. 1,445. 697. 0. 419. 553. 549. 1,467. 102,900. 2,181. 659. 870. 862. 819. 242,177. Form 990 (2011) BAA TEEA0110 01/26/12 Donors Trust, Inc. Balance Sheet 52-2166327 Form 990 (2011) Part X (A) Beginning of year 1 2 3 4 Cash ' non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net 5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L Receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges 6 A S S E T S L I A B I L I T I E S N E T A S S E T S O R F U N D B A L A N C E S 7 8 9 15,309,010. 67,820. 10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10 a 81,215. b Less: accumulated depreciation 10 b 47,207. 11 Investments ' publicly traded securities 12 Investments ' other securities. See Part IV, line 11 13 Investments ' program-related. See Part IV, line 11 14 Intangible assets 15 Other assets. See Part IV, line 11 16 Total assets. Add lines 1 through 15 (must equal line 34) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Complete Part IV of Schedule D 22 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 26 Total liabilities. Add lines 17 through 25 Organizations that follow SFAS 117, check here G X and complete lines 27 through 29 and lines 33 and 34. 27 Unrestricted net assets 28 Temporarily restricted net assets 29 Permanently restricted net assets Organizations that do not follow SFAS 117, check here G and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds 31 Paid-in or capital surplus, or land, building, or equipment fund 32 Retained earnings, endowment, accumulated income, or other funds 33 Total net assets or fund balances 34 Total liabilities and net assets/fund balances BAA Page 11 (B) End of year 1 2 3 4 20,222,498. 79,329. 5 6 7 8 9 36,632. 2,979,850. 0. 16,199. 18,409,511. 14,401. 0. 10 c 11 12 13 14 15 16 17 18 19 20 21 34,008. 5,426,007. 350,000. 16,199. 26,128,041. 89,522. 20,850. 22 23 24 14,401. 18,395,110. 18,395,110. 18,409,511. 25 26 27 28 29 30 31 32 33 34 110,372. 26,017,669. 26,017,669. 26,128,041. Form 990 (2011) TEEA0111 07/06/11 Donors Trust, Inc. Reconciliation of Net Assets 52-2166327 Form 990 (2011) Part XI Page 12 X Check if Schedule O contains a response to any question in this Part XI 1 2 3 4 5 Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Other changes in net assets or fund balances (explain in Schedule O) 1 2 3 4 5 40,127,442. 32,164,867. 7,962,575. 18,395,110. -340,016. 6 Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) 6 26,017,669. Part XII Financial Statements and Reporting Check if Schedule O contains a response to any question in this Part XII Yes 1 Accounting method used to prepare the Form 990: Cash X Accrual No Other If the organization changed its method of accounting from a prior year or checked 'Other,' explain in Schedule O. 2 a Were the organization's financial statements compiled or reviewed by an independent accountant? b Were the organization's financial statements audited by an independent accountant? c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. X 2a 2b X 2c X d If 'Yes' to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: Separate basis X Consolidated basis Both consolidated and separate basis 3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits BAA TEEA0112 07/06/11 3a X 3b Form 990 (2011) OMB No. 1545-0047 SCHEDULE A (Form 990 or 990-EZ) 2011 Public Charity Status and Public Support Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department of the Treasury Internal Revenue Service Open to Public Inspection G Attach to Form 990 or Form 990-EZ. G See separate instructions. Name of the organization Employer identification number Donors Trust, Inc. 52-2166327 Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions ' subject to certain exceptions, and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type I b Type II c Type III ' Functionally integrated d Type III ' Other e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). f If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, check this box g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? 11 g (i) (ii) A family member of a person described in (i) above? 11 g (ii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? 11 g (iii) h Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-9 above or IRC section (see instructions)) (iv) Is the organization in column (i) listed in your governing document? Yes No (v) Did you notify the organization in column (i) of your support? Yes No (vi) Is the organization in column (i) organized in the U.S.? Yes (vii) Amount of support No (A) (B) (C) (D) (E) Total BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA0401 09/28/11 Schedule A (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) Schedule A (Form 990 or 990-EZ) 2011 Page 2 (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) G 1 Gifts, grants, contributions, and membership fees received. (Do not include any 'unusual grants.') 2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 3 The value of services or facilities furnished by a governmental unit to the organization without charge 4 Total. Add lines 1 through 3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) 6 (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total 12,188,446. 10,634,041. 16,778,729. 28,998,795. 39,267,594. 107,867,605. 12,188,446. 10,634,041. 16,778,729. 28,998,795. 39,267,594. 107,867,605. 13,552,791. Public support. Subtract line 5 from line 4 94,314,814. Section B. Total Support Calendar year (or fiscal year beginning in) G 7 Amounts from line 4 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources Net income from unrelated business activities, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 9 10 11 12 13 (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total 12,188,446. 10,634,041. 16,778,729. 28,998,795. 39,267,594. 107,867,605. 271,453. 284,903. 70,330. 80,800. 206,988. Total support. Add lines 7 through 10 Gross receipts from related activities, etc (see instructions) 914,474. 108,782,079. 12 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 14 15 Public support percentage for 2011 (line 6, column (f) divided by line 11, column (f)) Public support percentage from 2010 Schedule A, Part II, line 14 14 15 86.70 82.22 16 a 33-1/3% support test ' 2011. If the organization did not check the box on line 13, and the line 14 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization % % X b 33-1/3% support test ' 2010. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 17 a 10%-facts-and-circumstances test ' 2011. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization b 10%-facts-and-circumstances test ' 2010. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions BAA Schedule A (Form 990 or 990-EZ) 2011 TEEA0402 05/25/11 Donors Trust, Inc. Support Schedule for Organizations Described in Section 509(a)(2) Schedule A (Form 990 or 990-EZ) 2011 Part III 52-2166327 Page 3 (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal yr beginning in)G 1 Gifts, grants, contributions and membership fees received. (Do not include any 'unusual grants.') 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 through 5 7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year c Add lines 7a and 7b 8 Public support (Subtract line 7c from line 6.) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total Calendar year (or fiscal yr beginning in)G (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 9 Amounts from line 6 10 a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b 11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) 13 Total support. (Add lns 9, 10c, 11, and 12.) 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here (f) Total Section B. Total Support Section C. Computation of Public Support Percentage 15 16 Public support percentage for 2011 (line 8, column (f) divided by line 13, column (f)) Public support percentage from 2010 Schedule A, Part III, line 15 15 16 % % Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2011 (line 10c, column (f) divided by line 13, column (f)) 17 18 Investment income percentage from 2010 Schedule A, Part III, line 17 18 19 a 33-1/3% support tests ' 2011. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b 33-1/3% support tests ' 2010. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33-1/3%, and line 18 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions BAA TEEA0403 05/25/11 % % Schedule A (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions). Schedule A (Form 990 or 990-EZ) 2011 Part IV BAA Page 4 Schedule A (Form 990 or 990-EZ) 2011 TEEA0404 05/25/11 OMB No. 1545-0047 SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service Name of the organization Supplemental Financial Statements 2011 G Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. G Attach to Form 990. G See separate instructions. Open to Public Inspection Employer identification number Donors Trust, Inc. 52-2166327 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered 'Yes' to Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts 177. 37,767,694. 29,525,114. 21,948,959. 1 2 3 4 Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? 6 X Yes Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? X Yes Part II Conservation Easements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 7. No No 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year a Total number of conservation easements 2a b Total acreage restricted by conservation easements 2b c Number of conservation easements on a certified historic structure included in (a) 2c d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year G 4 Number of states where property subject to conservation easement is located G 5 6 7 8 9 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year G Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year G$ Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? Yes No Yes No In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements. Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 8. 1 a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 G$ (ii) Assets included in Form 990, Part X G$ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990, Part VIII, line 1 G$ b Assets included in Form 990, Part X G$ BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 05/25/11 Schedule D (Form 990) 2011 Donors Trust, Inc. 52-2166327 Page 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Schedule D (Form 990) 2011 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes No Part IV Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not included on Form 990, Part X? b If 'Yes,' explain the arrangement in Part XIV and complete the following table: Yes No Amount c Beginning balance d Additions during the year e Distributions during the year f Ending balance 2 a Did the organization include an amount on Form 990, Part X, line 21? b If 'Yes,' explain the arrangement in Part XIV. 1c 1d 1e 1f Yes No Part V Endowment Funds. Complete if the organization answered 'Yes' to Form 990, Part IV, line 10. (a) Current year 1 a Beginning of year balance b Contributions 16,684,776. 39,141,594. (b) Prior year (c) Two years back 12,051,906. 28,817,945. (d) Three years back 8,939,680. 16,592,079. 9,448,610. 10,548,791. c Net investment earnings, gains, and losses -154,463. 249,299. 324,215. d Grants or scholarships 29,525,114. 22,172,327. 12,641,403. e Other expenditures for facilities and programs 1,712,039. 1,912,824. 976,327. f Administrative expenses 432,900. 349,223. 186,338. g End of year balance 24,001,854. 16,684,776. 12,051,906. 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment G 100.00 % b Permanent endowment G 0.00 % c Temporarily restricted endowment G 0.00 % The percentages in lines 2a, 2b, and 2c should equal 100%. (e) Four years back -472,097. 9,366,969. 1,103,256. 115,399. 8,939,680. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations (ii) related organizations b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the organization's endowment funds. Yes No X X 3a(i) 3a(ii) 3b Part VI Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (investment) (b) Cost or other basis (other) 1 a Land b Buildings c Leasehold improvements 18,695. d Equipment 34,663. e Other 27,857. Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) BAA TEEA3302 01/16/12 (c) Accumulated depreciation 5,336. 25,894. 15,977. (d) Book value 13,359. 8,769. 11,880. 34,008. Schedule D (Form 990) 2011 Donors Trust, Inc. Part VII Investments ' Other Securities. See Form 990, Part X, line 12. Schedule D (Form 990) 2011 (a) Description of security or category (including name of security) (1) Financial derivatives (2) Closely-held equity interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) (I) Total. (Column (b) must equal Form 990 Part X, column (B) line 12.) (b) Book value 52-2166327 Page 3 (c) Method of valuation: Cost or end-of-year market value Part VIII Investments ' Program Related. See Form 990, Part X, line 13. (a) Description of investment type (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column (b) must equal Form 990, Part X, column (B) line 13.) Part IX Other Assets. See Form 990, Part X, line 15. (a) Description (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column (b) must equal Form 990, Part X, column (B), line 15.) Part X (b) Book value Other Liabilities. See Form 990, Part X, line 25. (a) Description of liability (b) Book value (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) Total. (Column (b) must equal Form 990, Part X, column (B) line 25.) 2 FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). BAA TEEA3303 01/23/12 Schedule D (Form 990) 2011 Donors Trust, Inc. Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements Schedule D (Form 990) 2011 Part XI 1 2 3 4 5 6 7 8 9 10 52-2166327 Page 4 40,127,442. 32,164,867. 7,962,575. -240,056. Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year. Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV.) Total adjustments (net). Add lines 4 through 8 Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 -55,000. -295,056. 7,667,519. Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains on investments b Donated services and use of facilities c Recoveries of prior year grants d Other (Describe in Part XIV.) e Add lines 2a through 2d 3 Subtract line 2e from line 1 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV.) c Add lines 4a and 4b 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 1 4a 4b -240,057. 40,040,442. 4c 5 2a 2b 2c 2d 39,800,385. 2e 3 1 2 87,000. 40,127,442. -240,057. 87,000. Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of facilities b Prior year adjustments c Other losses d Other (Describe in Part XIV.) e Add lines 2a through 2d 3 Subtract line 2e from line 1 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b b Other (Describe in Part XIV.) c Add lines 4a and 4b 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) 1 2a 2b 2c 2d 4a 4b 32,132,866. 2e 3 1 2 54,999. 32,077,867. 4c 5 87,000. 32,164,867. 54,999. 87,000. Part XIV Supplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information. Pt XI Line 8 SEP-IRA accrual for book purposes to be included 2012 Form 990 Pt XII Line 4b Legal fee recovery treated as revenue for tax purposes and Pt XII Line 4b expense reduction for book purposes Pt XIII Line 2d SEP-IRA accrual for prior period periods for book purposes Pt XIII Line 2d to be expensed on 2012 Form 990, $1 rounding adjust. Pt XIII Line 4b Legal fee recovery treated as revenue for tax purposes and Pt XIII Line 4b expense reduction for book purposes BAA TEEA3304 05/25/11 Schedule D (Form 990) 2011 Donors Trust, Inc. Part XIV Supplemental Information (continued) 52-2166327 Schedule D (Form 990) 2011 Sch D Pt V L4 The endowment funds are held for use in the programs Sch D Pt V L4 Page 5 described in Part III Line 4 of this Form 990 BAA TEEA3305 05/25/11 Schedule D (Form 990) 2011 SCHEDULE I Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Grants and Other Assistance to Organizations, Governments, and Individuals in the United States (Form 990) 2011 Complete if the organization answered 'Yes' to Form 990, Part IV, lines 21 or 22. G Attatch to Form 990. Open to Public Inspection Name of the organization Employer identification number Donors Trust, Inc. Part I General Information on Grants and Assistance 52-2166327 1 2 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. X Yes No Part II Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Part II can be duplicated if additional space is needed 1 (a) Name and address of organization or government (1) (b) EIN (c) IRC section if applicable (d) Amount of cash grant (e) Amount of non-cash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance See continuation pages (2) (3) (4) (5) (6) (7) (8) 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table 3 Enter total number of other organizations listed in the line 1 table BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 168 0 TEEA3901 06/01/11 Schedule I (Form 990) (2011) Donors Trust, Inc. 52-2166327 1 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 26-2521115 501(c)(3) Independent Women's Forum 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 911 Families for a Secure America Foundation PO Box 23 Pawling, NY 12564 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $24,500.00 N/A N/A N/A for general operations 501(c)(3) $1,000.00 N/A N/A N/A for general operations 57-0952531 501(c)(3) $500.00 N/A N/A N/A for general operations 20-1456278 501(c)(3) $7,500.00 N/A N/A N/A for the Police project: Underreporting of Crime 501(c)(3) $1,000.00 N/A N/A N/A for general operations American Himalayan Foundation 909 Montgomery St., Suite 400 San Francisco, CA 94133 (h) Purpose of Grant or Assistance American University 4400 Massachusettes Avenue, NW Washington, DC 20016-8143 53-0196549 501(c)(3) $100.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $500.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $10,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 2 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Clarion Fund 255 West 36th Street Suite 800 New York, NY 10018 20-5845679 501(c)(3) Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100,000.00 N/A N/A N/A for general operations 501(c)(3) $100,000.00 N/A N/A N/A for general operations 52-1351785 501(c)(3) $10,000.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $20,000.00 N/A N/A N/A for general operations Ethics & Public Policy Center 1730 M Street, NW Suite 910 Washington, DC 20036 52-1162185 501(c)(3) $5,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance GMU Foundation (Law & Econ Center) 3301 Fairfax Drive Arlington, VA 22201 54-1603842 501(c)(3) $25,000.00 N/A N/A N/A for honorarium for editing and writing papers for a book project entitled "The American Illness" Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $20,000.00 N/A N/A N/A for general operations Imagination Productions 105 East 34th Street Suite 117 New York, NY 10016 26-1264680 501(c)(3) $100,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 3 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) Intercollegiate Studies Institute 3901 Centerville Road Wilmington, DE 19087-1938 23-6050131 Leadership Institute 1101 North Highland Street Arlington, VA 22201 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100.00 N/A N/A N/A for general operations 501(c)(3) $5,000.00 N/A N/A N/A for general operations 51-0235174 501(c)(3) $100.00 N/A N/A N/A for general operations Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 501(c)(3) $25,000.00 N/A N/A N/A for general operations Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) $10,000.00 N/A N/A N/A for office and development of a new judicial training center Middle East Media and Research Institute, Inc. PO Box 27837 Washington, DC 20038-7837 52-2068483 501(c)(3) $5,000.00 N/A N/A N/A for general operations National Committee on American Foreign Policy 320 Park Avenue, 8th FL New York, NY 10022 52-1043767 501(c)(3) $10,000.00 N/A N/A N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $100.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 4 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) World Ort Inc. 2152 Ralph Ave., Box 146 Brooklyn, NY 11234 06-1669917 Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100.00 N/A N/A N/A for general operations 501(c)(3) $55,537.00 N/A N/A N/A for general operations 52-1462893 501(c)(3) $140,000.00 N/A N/A N/A for general operations Independent Women's Forum 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 501(c)(3) $25,000.00 N/A N/A N/A for general operations Conservative Agenda Project 1025 Thomas Jefferson Street, NW Suite 110 G Washington, DC 20007 26-4029303 501(c)(3) $47,000.00 N/A N/A N/A for general operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $5,000.00 N/A N/A N/A for general operations American Friends of IEA 1201 L St, NW Washington, DC 20005 54-1899539 501(c)(3) $10,000.00 N/A N/A N/A for general operations 501(c)(3) $10,000.00 N/A N/A N/A for general operations American Red Cross Oregon Trail Chapter 3131 N. Vancuver Avenue Portland, OR 97227 (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 5 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance Brookings Institution - Governance Studies Project 1775 Massachusetts Ave., NW, Room 803 Washington, DC 20036 53-0196577 501(c)(3) $6,500.00 N/A N/A N/A for Pietro Novola's project, "The Governance Studies Project: Will Technology Make the Constitution Obsolete?" Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847187 501(c)(3) $75,000.00 N/A N/A N/A for general operations Citizens in Charge Foundation 2050 Old Bridge Raod, Suite 103 Lake Ridge, VA 22192 13-4070270 501(c)(3) $75,000.00 N/A N/A N/A for general operations Claremont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 95-3443202 501(c)(3) $500.00 N/A N/A N/A for general operations Commentary, Inc. 561 7th Avenue 16th Floor New York, NY 10018-1816 13-3610041 501(c)(3) $20,000.00 N/A N/A N/A to promote a set of ideas in the form of a series of articles about how American foreign policy should and could be conducted Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $10,000.00 N/A N/A N/A for general operations Doc Emet Productions, Inc. PO Box 339 Lexington, MA 02420 26-2208183 501(c)(3) $25,000.00 N/A N/A N/A for general operations East Harlem Churches & Community Urban Center 325 East 101st Street New York, NY 10029 13-2765924 501(c)(3) $15,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 6 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Empower Texans Foundation 27-1553324 501(c)(3) Fix the Facts Foundation PO Box 303454 Austin, TX 78703 27-1365206 501(c)(3) (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $37,000.00 N/A N/A N/A for general operations $162,500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Foundation for Cultural Review 900 Broadway Suite 602 New York, NY 10003 13-3108424 501(c)(3) $15,000.00 N/A N/A N/A for The New Criterion's budget for Technology and Culture Special Section in its 30th anniversary season Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 26-4066298 501(c)(3) $110,000.00 N/A N/A N/A for general operations Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $100,000.00 N/A N/A N/A for Diverse Tea and Kosher Tea N/A for honoraria for a book project entitled "The American Illness" GMU Foundation (Law & Econ Center) 3301 Fairfax Drive Arlington, VA 22201 54-1603842 501(c)(3) $30,000.00 N/A N/A Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $5,000.00 N/A N/A N/A for general operations and pairs of George Orwell's Animal Farm and 1984 as supplementary reading International Policy Network US, Inc. 214 Massachusetts Avenue, NE Washington, DC 20002 52-2363626 501(c)(3) $10,000.00 N/A N/A N/A for the benefit of Network for a Free Society Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 7 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Johns Hopkins University 600 N. Wolfe Street - Dept. of Neurosurgery Meyer Bldg, Room 7-113 Baltimore, MD 21287 52-0595110 501(c)(3) Museum of the Rockies 600 West Kagy Boulevard Bozeman, MT 59717 81-6016828 501(c)(3) (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance $10,000.00 N/A N/A N/A for Dr. Henry Brem's research $15,000.00 N/A N/A N/A for the work of Dr. Jack Horner and his students National Affairs, Inc. 1730 M Street NW, Suite 910 Washington, DC 20036 13-6207054 501(c)(3) $30,000.00 N/A N/A N/A for a series of essays for a book to propose an agenda for new Congress and to host gathering for members of Congress New Oxford Review 1069 Kains Ave. Berkeley, CA 94706 94-2915957 501(c)(3) $15,000.00 N/A N/A N/A for general operations New York Historical Society 170 Central Park West New York, NY 10024 13-1624124 501(c)(3) $10,000.00 N/A N/A N/A for Chairman's Council NRA Freedom Action Foundation 11250 Waples Mill Road Fairfax, VA 22030 26-1277941 501(c)(3) $100,000.00 N/A N/A N/A for general operations Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $1,000.00 N/A N/A N/A for general operations Student Achievement and Advocacy Services 1511 16th Street #101 Santa Monica, CA 90404-3347 52-2237872 501(c)(3) $5,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 8 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance Student Achievement and Advocacy Services 1511 16th Street #101 Santa Monica, CA 90404-3347 52-2237872 501(c)(3) $5,000.00 N/A N/A N/A to support Dr. Mark Moffett's work and research at his direction Wakefield School PO Box 107 The Plains, VA 20198 54-1096344 501(c)(3) $10,000.00 N/A N/A N/A for general operations Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $167,000.00 N/A N/A N/A for general operations Bill of Rights Institute 200 North Glebe Road Suite 200 Arlington, VA 22203 48-0891418 501(c)(3) $5,000.00 N/A N/A N/A for special event sponorship Media Research Center 325 South Patrick Street Alexandria, VA 22314 54-1429009 501(c)(3) $2,500.00 N/A N/A N/A for special event sponorship John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) $40,000.00 N/A N/A N/A for general operations Independent Women's Forum 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 501(c)(3) $100,000.00 N/A N/A N/A for general operations Citizens Against Government Waste 1301 Connecticut Avenue, NW, Suite 400 Washington, DC 20036 52-1363952 501(c)(3) $1,500,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 9 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $250.00 N/A N/A N/A for general operations 501(c)(3) $1,000.00 N/A N/A N/A for the Center for Defense Studies 53-0218495 501(c)(3) $10,000.00 N/A N/A N/A for Sally Satel's work American Spectator Foundation 1611 North Kent Street Suite 901 Arlington, VA 22209-2111 23-7002632 501(c)(3) $10,000.00 N/A N/A N/A for promotional efforts for the magazine Association of Northwest Steelheaders 9829 Kilchis River Road Tillamook, OR 97141 93-0816862 501(c)(3) $10,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Boston College 200 McGuinn Hall, Boston College 140 Commonwealth Avenue Chestnut Hill, MA 02467 04-2103545 501(c)(3) $65,000.00 N/A N/A N/A for the establishment of a JMC-Veritas Higher Education Initiative Post-Doctoral Fellowship Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $10,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 10 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) Discovery Institute 1511 Third Avenue, Suite 808 Seattle, WA 98101 91-1521697 Education Action Group Foundation 801 West Norton Avenue Suite 1 Muskegon, MI 49441 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $5,000.00 N/A N/A N/A for general operations 501(c)(3) $250,000.00 N/A N/A N/A for general operations 26-0877115 501(c)(3) $10,000.00 N/A N/A N/A for general operations Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $100,000.00 N/A N/A N/A for general operations Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $166,000.00 N/A N/A N/A for general operations N/A for the establishment of a JMC-Veritas Higher Education Initiative Post-Doctoral Fellowship N/A for honoraria for a book project entitled "The American Illness" Georgetown University Tocqueville Forum 3240 Prospect St. NW, Third Floor Washington, DC 20007 GMU Foundation (Law & Econ Center) 3301 Fairfax Drive Arlington, VA 22201 53-0196603 54-1603842 501(c)(3) 501(c)(3) $65,000.00 $25,000.00 N/A N/A N/A N/A (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 11 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $5,000.00 N/A N/A N/A for general operations 23-7327730 501(c)(3) $10,000.00 N/A N/A N/A for the William H. Donner Foundation conference room Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $10,000.00 N/A N/A N/A for general operations Independent Women's Forum 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 501(c)(3) $100.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $100.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $15,000.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $100.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 12 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute of World Politics 1521 16th Street, NW Washington, DC 20036 52-1699641 501(c)(3) John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 Judicial Watch 425 Third Street, SW Suite 800 Washington, DC 20024 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $2,500.00 N/A N/A N/A for general operations 501(c)(3) $40,000.00 N/A N/A N/A for general operations 52-1885088 501(c)(3) $5,000.00 N/A N/A N/A for general operations Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $5,000.00 N/A N/A N/A for program for luncheon speakers Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $10,000.00 N/A N/A N/A for the Annual Hamilton Dinner in NYC on April 27 Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) $250,000.00 N/A N/A N/A for the State Budget Initiative Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-0736725 501(c)(3) $10,000.00 N/A N/A N/A for general operations New York Historical Society 170 Central Park West New York, NY 10024 13-1624124 501(c)(3) $10,000.00 N/A N/A N/A for Chairman's Circle (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 13 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) University of Notre Dame 110 Grace Hall Tocqueville Center, University of Notre Dame Notre Dame, IN 46556 University of Texas - Austin 1 University Station C4100 Austin, TX 78712 35-0868188 74-6000203 501(c)(3) 501(c)(3) (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100.00 N/A N/A N/A for general operations $5,000.00 N/A N/A N/A for general operations N/A for the establishment of a JMC-Veritas Higher Education Initiative Post-Doctoral Fellowship N/A for the establishment of a JMC-Veritas Higher Education Initiative Post-Doctoral Fellowship $65,000.00 $65,000.00 N/A N/A N/A N/A (h) Purpose of Grant or Assistance University of Virginia Foundation Dept. of Politics, University of Virginia 232 Cabell Hall, PO Box 400787 Charlottesville, VA 22904-4787 54-1682176 501(c)(3) $65,000.00 N/A N/A N/A for the establishment of a JMC-Veritas Higher Education Initiative Post-Doctoral Fellowship Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $55,000.00 N/A N/A N/A for general operations Pegasus NK 60 Plaza Street East, Apt. 4C Brooklyn, NY 11238 26-4381061 501(c)(3) $5,000.00 N/A N/A N/A for the work of Robert Gupta Citizens Against Government Waste 1301 Connecticut Avenue, NW, Suite 400 Washington, DC 20036 52-1363952 501(c)(3) $1,500,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 14 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Citizens Against Government Waste 1301 Connecticut Avenue, NW, Suite 400 Washington, DC 20036 52-1363952 501(c)(3) The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 26-2521115 Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500,000.00 N/A N/A N/A for general operations 501(c)(3) $25,000.00 N/A N/A N/A for general operations 52-1527294 501(c)(3) $100,000.00 N/A N/A N/A for Right On Line Clare Boothe Luce Policy Institute 112 Elden Street Suite P Herndon, VA 20170 54-1672138 501(c)(3) $4,000.00 N/A N/A N/A for general operations Freedom Foundation PO Box 522 Olympia, WA 98507-0522 94-3136961 501(c)(3) $3,500.00 N/A N/A N/A for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $1,000.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $1,000.00 N/A N/A N/A for general operations International Policy Network US, Inc. 214 Massachusetts Avenue, NE Washington, DC 20002 52-2363626 501(c)(3) $1,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 15 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) Media Research Center 325 South Patrick Street Alexandria, VA 22314 54-1429009 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $5,000.00 N/A N/A N/A for general operations 57-0952531 501(c)(3) $2,000.00 N/A N/A N/A for general operations Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 23-7042029 501(c)(3) $1,000.00 N/A N/A N/A for general operations Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 23-7042029 501(c)(3) $5,000.00 N/A N/A N/A for maintaining Reagan's Ranch James Madison Institute for Public Policy The Columns 100 North Duval Street Tallahassee, FL 32301 59-2811908 501(c)(3) $12,742.19 N/A N/A N/A for general operations Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $1,000.00 N/A N/A N/A In memory of Mabel Weil National Dance Institute Center for Learning & the Arts 217 West 147th Street New York, NY 10039 13-2890779 501(c)(3) $50,000.00 N/A N/A N/A In memory of Mabel S. Weil (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 16 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government Donors Capital Fund PO Box 1305 Alexandria, VA 22313 (b) EIN (c) IRC Section if Applicable 54-1934032 501(c)(3) (d) Amount of Cash Grant $8,936.63 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance N/A N/A N/A for a donor-advised fund (h) Purpose of Grant or Assistance American University 4400 Massachusettes Avenue, NW Washington, DC 20016-8143 53-0196549 501(c)(3) $20,000.00 N/A N/A N/A for the political theory colloquium under the direction of Progrssors Alan Levine and Thomas Merrill Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $5,000.00 N/A N/A N/A for general operations Carthage College Dept. of Political Science 2001 Alford Park Dr., Lentz Hall 417B Kenosha, WI 53140 37-0661496 501(c)(3) $50,000.00 N/A N/A N/A for JMC-Veritas Post-Doctoral Fellowships in the Western Heritage Program NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $200,000.00 N/A N/A N/A for general operations N/A for JMC-Veritas Post-Doctoral Fellowships in the Project for the Study of Liberal Democracy Rhodes College Department of Political Science 2000 N. Parkway Memphis, TN 38112 62-0476301 University of Richmond 28 Westhampton Way Richmond, VA 23173 Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 501(c)(3) $25,000.00 N/A N/A 501(c)(3) 13-2912529 $30,000.00 N/A N/A N/A for the Adam Smith Program under the direction of Dean Sandra Peart 501(c)(3) $50,000.00 N/A N/A N/A in memory of Mabel S. Weil Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 17 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Citizens Against Government Waste 1301 Connecticut Avenue, NW, Suite 400 Washington, DC 20036 52-1363952 501(c)(3) Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $150,000.00 N/A N/A N/A for general operations 501(c)(3) $2,500.00 N/A N/A N/A for special event sponorship 27-1657203 501(c)(3) $40,000.00 N/A N/A N/A for general operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $1,800.00 N/A N/A N/A for Acton University American Friends of Oxford House 1611 N. Kent Street #901 Arlington, VA 22209 27-3368056 501(c)(3) $25,000.00 N/A N/A N/A for general operations American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $98,950.00 N/A N/A N/A for general operations David Horowitz Freedom Center PO Box 55089 Sherman Oaks, CA 91499-1964 95-4194642 501(c)(3) $1,000.00 N/A N/A N/A for general operations Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $1,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 18 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) Media Research Center 325 South Patrick Street Alexandria, VA 22314 54-1429009 American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A N/A N/A for general operations 501(c)(3) $500.00 N/A N/A N/A for general operations 53-0218495 501(c)(3) $5,000.00 N/A N/A N/A for special event sponorship Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $2,000.00 N/A N/A N/A for special event sponorship Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-6912 20-5792227 501(c)(3) $1,500.00 N/A N/A N/A for general operations Ethics & Public Policy Center 1730 M Street, NW Suite 910 Washington, DC 20036 52-1162185 501(c)(3) $20,000.00 N/A N/A N/A for general operations American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 501(c)(3) $5,000.00 N/A N/A N/A for general operations American Spectator Foundation 1611 North Kent Street Suite 901 Arlington, VA 22209-2111 23-7002632 501(c)(3) $5,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 19 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government Berkshire School Brown University - Political Theory Project PO Box 1844 Providence, RI 02912 Claremont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 (b) EIN (c) IRC Section if Applicable 04-2121313 501(c)(3) 05-0258809 95-3443202 501(c)(3) 501(c)(3) (d) Amount of Cash Grant $10,000.00 $65,000.00 $39,650.00 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance N/A N/A N/A for Annual Fund ($5,000) and Meyers Fund ($5,000) N/A for the Political Theory Project at Brown University under the direction of Professor John Tomasi N/A for the Claremont Review of Books "The New Politics of the Constitution" - a Conference Proposal N/A N/A N/A N/A College of the Holy Cross Department of Political Science PO Box 121A, 1 College Street Worcester, MA 01610 04-2103558 501(c)(3) $75,000.00 N/A N/A N/A for the benefit of the Charles Carroll Program at the College of the Holy Cross Cornell University Mcgraw Hall, Room 324 Ithaca, NY 14853 15-0532082 501(c)(3) $25,000.00 N/A N/A N/A for the Program on the Foundations of Free Societies Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Ethics & Public Policy Center 1730 M Street, NW Suite 910 Washington, DC 20036 52-1162185 501(c)(3) $15,000.00 N/A N/A N/A for the support of Jim Bouman and for the support of his film program Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $10,000.00 N/A N/A N/A for scholarship and general funds Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 20 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance Gettysburg College Weidensall Hall 300 North Washington Street Gettysburg, PA 17325-1485 23-1352641 501(c)(3) $15,000.00 N/A N/A N/A for the benefit of the Civil War Era Studies Program at Gettysburg College Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $5,000.00 N/A N/A N/A for the support of Martin Wooster Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $10,000.00 N/A N/A N/A for Standpoint magazine of the Social Affairs Unit Pegasus NK 60 Plaza Street East, Apt. 4C Brooklyn, NY 11238 26-4381061 501(c)(3) $5,000.00 N/A N/A N/A for general operations Pioneer Institute for Public Policy Research 85 Devonshire Street 8th Floor Boston, MA 02109-3501 22-2632081 501(c)(3) $3,000.00 N/A N/A N/A for general operations School Performance, Inc. 915 Broadway, Ste. 110 Albany, NY 12207 84-1668293 501(c)(3) $144,715.00 N/A N/A N/A for general operations Conservative Agenda Project 1025 Thomas Jefferson Street, NW Suite 110 G Washington, DC 20007 26-4029303 501(c)(3) $46,000.00 N/A N/A N/A for general operations American Action Forum 1401 New York Avenue, NW Suite 1200 Washington, DC 20005 27-0567765 501(c)(3) $80,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 21 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Center for Individual Rights 1233 20th Street, NW Suite 300 Washington, DC 20036-1609 52-1600481 501(c)(3) Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $40,000.00 N/A N/A N/A for general operations 23-2473845 501(c)(3) $40,000.00 N/A N/A N/A for general operations Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $75,000.00 N/A N/A N/A for general operations Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 501(c)(3) $250,000.00 N/A N/A N/A for general operations Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $5,000.00 N/A N/A N/A for general operations The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 26-2521115 501(c)(3) $24,500.00 N/A N/A N/A for general operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $2,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 22 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) Center for Individual Rights 1233 20th Street, NW Suite 300 Washington, DC 20036-1609 52-1600481 501(c)(3) (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance $50,800.00 N/A N/A N/A for Americans for Prosperity Pennsylvania chapter $75,000.00 N/A N/A N/A for general operations Claremont McKenna College Salvatori Center 850 Columbia Avenue Claremont, CA 91711 95-1664101 501(c)(3) $25,000.00 N/A N/A N/A for the JMC-Veritas PostDoctoral Fellowship at the Henry Salvatori Center Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $55,000.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $75,000.00 N/A N/A N/A for general operations 501(c)(3) $20,000.00 N/A N/A N/A for general operations Discovery Community Church P.O. Box 111840 Tacoma, WA 98411 Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Families Against Mandatory Minimums Foundation 1100 H Street, NW Suite 1000 Washington, DC 20005 52-1750246 501(c)(3) $25,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 23 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 Free To Choose Network, Inc. 2002 Filmore Avenue Suite 1 Erie, PA 16506 Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $25,000.00 N/A N/A N/A for general operations 501(c)(3) $300,000.00 N/A N/A N/A for general operations 52-1455677 501(c)(3) $150,000.00 N/A N/A N/A for general operations 99-0354937 501(c)(3) $1,000.00 N/A N/A N/A for Rail Law Suit 501(c)(3) $500.00 N/A N/A N/A for general operations Immaculate Heart Radio 3256 Penryn Road, Suite 100 Loomis, CA 95650 (h) Purpose of Grant or Assistance Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $150,000.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $2,000.00 N/A N/A N/A for general operations John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) $80,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 24 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Moving Picture Institute 375 Greenwich Street New York, NY 10013 20-3237801 501(c)(3) National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $50,000.00 N/A N/A N/A for Bob Bowden's promoting school choice via MPI 501(c)(3) $2,000.00 N/A N/A N/A for general operations 62-1570449 501(c)(3) $250,000.00 N/A N/A N/A for general operations Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $5,000.00 N/A N/A N/A for general operations Patrick Henry Center for Individual Liberty 10611 Balls Ford Road #120 Manassas, VA 20109 54-1865661 501(c)(3) $30,000.00 N/A N/A N/A for general operations Reason Foundation 3415 South Sepulveda Boulevard Suite 400 Los Angeles, CA 90034-6014 95-3298239 501(c)(3) $200,000.00 N/A N/A N/A for general operations N/A fbo Ryan Foundation in support of the Matthew J. Ryan Center for the Study of Free Institutions and the Public Good N/A for Americans for Prosperity Foundation - Pennsylvania chapter Ryan Foundation Villanova University, Old Falvey 304 800 Lancaster Avenue Villanova, PA 19085 Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 41-3169151 52-1527294 501(c)(3) 501(c)(3) $50,000.00 $49,600.00 N/A N/A N/A N/A (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 25 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) Brookings Institution - Governance Studies Project 1775 Massachusetts Ave., NW, Room 803 Washington, DC 20036 53-0196577 Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A in response to the annual appeal 501(c)(3) $7,950.00 N/A N/A N/A for Stuart Taylor book project overhead expenses 52-1351785 501(c)(3) $1,500.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $2,500.00 N/A N/A N/A for special event sponorship Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $1,000.00 N/A N/A N/A in response to the "Now We Must Govern" campaign Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $10,000.00 N/A N/A N/A for general operations Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $5,000.00 N/A N/A N/A for Doolittle Prize Dinner Table Illinois Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $7,500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 26 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 Media Research Center 325 South Patrick Street Alexandria, VA 22314 54-1429009 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A in response to the annual appeal 501(c)(3) $1,000.00 N/A N/A N/A for general operations 501(c)(3) $5,000.00 N/A N/A N/A for the annual trustee drive (h) Purpose of Grant or Assistance National Center for Public Policy Research, Inc. 501 Capitol Court, NE Suite 200 Washington, DC 20002 52-1226614 501(c)(3) $1,000.00 N/A N/A N/A in response to the 2011 Shareholder Activism Campaign (2:1 matching) for the Free Enterprise Project National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 501(c)(3) $1,250.00 N/A N/A N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $2,000.00 N/A N/A N/A for general operations PEF - Israel Endowment Fund Shurat Hadin c/o PEF 317 Madison Ave., Suite 607 New York, NY 10017 13-6104086 501(c)(3) $100,000.00 N/A N/A N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $1,000.00 N/A N/A N/A in response to the Restore America's Future appeal Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 27 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable American Council on Science & Health 1995 Broadway, 2nd Floor New York, NY 10023-5860 13-2911127 501(c)(3) Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 Citizens in Charge Foundation 2050 Old Bridge Raod, Suite 103 Lake Ridge, VA 22192 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $99,007.62 N/A N/A N/A for general operations 501(c)(3) $50,000.00 N/A N/A N/A for general operations 13-4070270 501(c)(3) $25,000.00 N/A N/A N/A for general operations Clare Boothe Luce Policy Institute 112 Elden Street Suite P Herndon, VA 20170 54-1672138 501(c)(3) $15,000.00 N/A N/A N/A for general operations Clarion Fund 255 West 36th Street Suite 800 New York, NY 10018 20-5845679 501(c)(3) $125,000.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $10,000.00 N/A N/A N/A for general operations Danish American Society One Dag Hammerskjolds Plaza, 885 2nd Avenue 18th Floor New York, NY 10017 13-6167958 501(c)(3) $7,000.00 N/A N/A N/A for a dinner sponsorship Imagination Productions 105 East 34th Street Suite 117 New York, NY 10016 26-1264680 501(c)(3) $125,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 28 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government Independence Institute 727 East 16th Avenue Denver, CO 80203 (b) EIN (c) IRC Section if Applicable 84-0990300 501(c)(3) (d) Amount of Cash Grant $100,000.00 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $30,000.00 N/A N/A N/A for City Journal's story ideas (Tracking California's Jobs, Firms and Economic Growth ) Marijuana Policy Project Foundation PO Box 77492 Washington, DC 20013 52-1975211 501(c)(3) $25,000.00 N/A N/A N/A for general operations National Center for Public Policy Research, Inc. 501 Capitol Court, NE Suite 200 Washington, DC 20002 52-1226614 501(c)(3) $35,000.00 N/A N/A N/A for general operations 55-0835528 501(c)(3) $125,000.00 N/A N/A N/A to support Jennifer Bryson's work on Islam and Civil Society Student Free Press Association P.O. Box 1996 Woodbridge, VA 22195 #N/A 501(c)(3) $100,000.00 N/A N/A N/A for general operations Student Free Press Association P.O. Box 1996 Woodbridge, VA 22195 #N/A 501(c)(3) $96,903.14 N/A N/A N/A for general operations 52-1527294 501(c)(3) $16,800.00 N/A N/A N/A for general operations Witherspoon Institute 16 Stockton Street Princeton, NJ 08540 Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 29 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Catalogue for Philanthropy 124 Watertown Street Suite 3B Watertown, MA 02472 16-1645596 501(c)(3) Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $26,050.00 N/A N/A N/A for the Non-Profit Typology Project 501(c)(3) $1,000.00 N/A N/A N/A for the CFACT: Environmental project 52-1526916 501(c)(3) $148,923.00 N/A N/A N/A for general operations The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 26-2521115 501(c)(3) $50,000.00 N/A N/A N/A for general operations Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $150,000.00 N/A N/A N/A for priority projects Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $30,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Americans for Oxford University of Oxford North American Office 500 Fifth Avenue, 32nd Floor New York, NY 10110 52-1495060 501(c)(3) $15,000.00 N/A N/A N/A for Isabel Behncke's research in the Oxford Anthropology Department Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $16,600.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 30 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 Free To Choose Network, Inc. 2002 Filmore Avenue Suite 1 Erie, PA 16506 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $36,000.00 N/A N/A N/A for general operations 501(c)(3) $40,000.00 N/A N/A N/A for general operations 52-1455677 501(c)(3) $5,000.00 N/A N/A N/A for the Don Boudreaux Book Project Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $10,000.00 N/A N/A N/A for general operations National Center for Science Education, Inc. 420 40th Street, Suite 2 Oakland, CA 94609-2509 11-2656357 501(c)(3) $6,000.00 N/A N/A N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $35,000.00 N/A N/A N/A for general operations NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $80,000.00 N/A N/A N/A for general operations Teneo Inc 1015 18th Street, NW Suite 425 Washington, DC 20036 80-0305723 501(c)(3) $25,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 31 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847187 501(c)(3) David Horowitz Freedom Center PO Box 55089 Sherman Oaks, CA 91499-1964 95-4194642 Empower Texans Foundation (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $4,000.00 N/A N/A N/A for general operations 501(c)(3) $50,000.00 N/A N/A N/A for general operations 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $5,000.00 N/A N/A N/A for general operations John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) $80,000.00 N/A N/A N/A for general operations Ministry Services Group 11625 Rainwater Drive, NE Suite 500 Alpharetta, GA 30009 01-0654014 501(c)(3) $50,000.00 N/A N/A N/A for general operations National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 501(c)(3) $1,250.00 N/A N/A N/A for general operations Shriners Hospitals for Children PO Box 31356 Tampa, FL 33631 36-2193608 501(c)(3) $5,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 32 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847187 Freedom Foundation PO Box 522 Olympia, WA 98507-0522 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $50,000.00 N/A N/A N/A for general operations 501(c)(3) $4,000.00 N/A N/A N/A for general operations 94-3136961 501(c)(3) $3,000.00 N/A N/A N/A for general operations Institute for the Study of War Inc. 1400 16th Street, NW Suite 515 Washington, DC 20036 26-0273675 501(c)(3) $495,055.91 N/A N/A N/A for general operations Institute of World Politics 1521 16th Street, NW Washington, DC 20036 52-1699641 501(c)(3) $2,500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 501(c)(3) $39,000.00 N/A N/A N/A for Standpoint Magazine of the Social Affairs Unit in support of Christopher Caldwell's essays NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $300,000.00 N/A N/A N/A for general operations Student Free Press Association P.O. Box 1996 Woodbridge, VA 22195 27-2277658 501(c)(3) $165,600.00 N/A N/A N/A for 7,200 National Review subscriptions Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 33 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN Utah State University Old Main 26 Logan, UT 84322-2400 (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance 501(c)(3) $30,000.00 N/A N/A N/A for the benefit of the Project on Liberty and American Constitutionalism Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $1,000.00 N/A N/A N/A for general operations American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $135,580.00 N/A N/A N/A for general operations Duke University PO Box 90204 Durham, NC 27708 56-0532129 501(c)(3) $25,000.00 N/A N/A N/A for the benefit of the Program in American Values and Institutions Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $1,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $1,000.00 N/A N/A N/A for general operations John Adams Center c/o Brigham Young University, 750 SWKT Provo, UT 84602 27-0151485 501(c)(3) $15,000.00 N/A N/A N/A for general operations Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 501(c)(3) $1,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 34 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Pioneer Institute for Public Policy Research 85 Devonshire Street 8th Floor Boston, MA 02109-3501 22-2632081 501(c)(3) Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 Students for Liberty PO Box 17321 Arlington, VA 22216-7321 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance $5,000.00 N/A N/A N/A in memory of Lovett C. Peters 501(c)(3) $10,000.00 N/A N/A N/A for general operations 94-3435899 501(c)(3) $5,000.00 N/A N/A N/A for Charity Poker Tournament Sponsorship Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $16,600.00 N/A N/A N/A for Pennsylvania AFP chapter Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 501(c)(3) $16,800.00 N/A N/A N/A for Pennsylvania AFP chapter Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000.00 N/A N/A N/A for general operations Foundation for Cultural Review 900 Broadway Suite 602 New York, NY 10003 13-3108424 501(c)(3) $10,000.00 N/A N/A N/A to support articles and books on conservative themes Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $5,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 35 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 Network for Teaching Entrepreneurship (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $10,000.00 N/A N/A N/A for general operations 501(c)(3) $2,000.00 N/A N/A N/A for general operations 13-3408731 501(c)(3) $55,000.00 N/A N/A N/A for general operations NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $60,000.00 N/A N/A N/A for general operations Reason Foundation 3415 South Sepulveda Boulevard Suite 400 Los Angeles, CA 90034-6014 95-3298239 501(c)(3) $90,000.00 N/A N/A N/A for general operations Rockefeller University 1230 York Avenue New York, NY 10021 13-1624158 501(c)(3) $10,000.00 N/A N/A N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $2,000.00 N/A N/A N/A for general operations Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 36 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Loyola University of Chicago 1032 W. Sheridan Road, #319 Chicago, IL 60660 36-1408475 501(c)(3) Independent Women's Forum 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-6912 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $20,000.00 N/A N/A N/A for the David Hume Forum 501(c)(3) $154,154.23 N/A N/A N/A for general operations 20-5792227 501(c)(3) $50,000.00 N/A N/A N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $2,000.00 N/A N/A N/A for Instituto de Libertad y Desarrollo Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $5,000.00 N/A N/A N/A for T. Palmer projects Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 501(c)(3) $197,950.00 N/A N/A N/A for CFACT's education fund Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $1,000.00 N/A N/A N/A for the President's Club (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 37 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,000.00 N/A N/A N/A for general operations 501(c)(3) $80,000.00 N/A N/A N/A for general operations 13-2912529 501(c)(3) $15,000.00 N/A N/A N/A for general operations National Center for Policy Analysis PO Box 650298 Dallas, TX 75265-0298 75-1804932 501(c)(3) $5,000.00 N/A N/A N/A for John Goodman's work Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $5,000.00 N/A N/A N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $10,000.00 N/A N/A N/A for general operations American Ideas Institute 4040 Fairfax Drive Suite 140 Arlington, VA 22203 27-0311492 501(c)(3) $50,000.00 N/A N/A N/A for general operations Citizens in Charge Foundation 2050 Old Bridge Raod, Suite 103 Lake Ridge, VA 22192 13-4070270 501(c)(3) $25,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 38 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Headspring Group, Inc. PO Box 19366 Kalamazoo, MI 49019 27-0904516 501(c)(3) Institute of World Politics 1521 16th Street, NW Washington, DC 20036 52-1699641 Middle East Media and Research Institute, Inc. PO Box 27837 Washington, DC 20038-7837 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $15,000.00 N/A N/A N/A for general operations 501(c)(3) $2,500.00 N/A N/A N/A for general operations 52-2068483 501(c)(3) $5,000.00 N/A N/A N/A for general operations Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-0736725 501(c)(3) $1,000.00 N/A N/A N/A for general operations Project Veritas 3308 Bourbon Street Fredericksburg, VA 22408 27-2894856 501(c)(3) $15,000.00 N/A N/A N/A for general operations University of Arizona Foundation - Philosophy Department PO Box 210027 Tucson, AZ 85721-0027 86-6050388 501(c)(3) $76,000.00 N/A N/A N/A for the Arizona Center for the Philosophy of Freedom Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000.00 N/A N/A N/A for general operations Conservative Agenda Project 1025 Thomas Jefferson Street, NW Suite 110 G Washington, DC 20007 26-4029303 501(c)(3) $42,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 39 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-6912 20-5792227 The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $5,000.00 N/A N/A N/A for 50th Anniversary event 501(c)(3) $50,000.00 N/A N/A N/A for general operations 26-2521115 501(c)(3) $50,000.00 N/A N/A N/A for general operations Public Notice Research and Education Fund 1220 North Fillmore Street Suite 300 Arlington, VA 22201-6501 27-3197768 501(c)(3) $300,000.00 N/A N/A N/A for general operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $500.00 N/A N/A N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $1,000.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000.00 N/A N/A N/A for general operations Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) $1,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 40 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Center for Independent Thought 1420 Walnut Street Suite 1011 Philadelphia, PA 19102 52-0945376 501(c)(3) Commonwealth Foundation for Public Policy Alternative 225 State Street Suite 302 Harrisburg, PA 17101 23-2473845 Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A N/A N/A for Stossel in the Classroom 501(c)(3) $500.00 N/A N/A N/A for general operations 36-3235550 501(c)(3) $250,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $5,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $25,000.00 N/A N/A N/A in support of your 50th Anniversary celebration Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $250,000.00 N/A N/A N/A for the capital campaign Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $1,000.00 N/A N/A N/A for general operations NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $400,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 41 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable PERC 2048 Analysis Drive Suite A Bozeman, MT 59718 81-0393444 501(c)(3) Washington Policy Center PO Box 3643 Seattle, WA 98124-3643 91-1752769 Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $500.00 N/A N/A N/A for general operations 23-7042029 501(c)(3) $1,000.00 N/A N/A N/A to preserve and maintain the Reagan Ranch Donors Capital Fund PO Box 1305 Alexandria, VA 22313 54-1934032 501(c)(3) $500,000.00 N/A N/A N/A for a donor-advised fund Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $500.00 N/A N/A N/A for general operations John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) $80,000.00 N/A N/A N/A for general operations State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 57-0952531 501(c)(3) $90,000.00 N/A N/A N/A for the Oregon Capitol Watch Foundation's start-up funds (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 42 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 Fourth Presbyterian Church 5500 River Road Bethesda, MD 20816 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $250.00 N/A N/A N/A for general operations 501(c)(3) $1,500.00 N/A N/A N/A for an MTF Fellowship to Acton University 53-0196534 501(c)(3) $500.00 N/A N/A N/A for the summer youth program ministry Freedom Foundation PO Box 522 Olympia, WA 98507-0522 94-3136961 501(c)(3) $2,500.00 N/A N/A N/A for general operations Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $1,000.00 N/A N/A N/A for Liberty Coalition Development Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $100.00 N/A N/A N/A for general operations Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 501(c)(3) $99,950.00 N/A N/A N/A for CFACT's Environmental Educational Fund Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $5,000.00 N/A N/A N/A for 21st Annual Dinner (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 43 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $10,000.00 N/A N/A N/A for projects directed by Leonard Liggio 501(c)(3) $60,000.00 N/A N/A N/A for general operations 54-1436224 501(c)(3) $7,000.00 N/A N/A N/A for general operations Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $1,000.00 N/A N/A N/A for general operations Sam Adams Alliance 400 West Erie, Suite #407 Chicago, IL 60654-6912 20-5792227 501(c)(3) $75,000.00 N/A N/A N/A for general operations Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000.00 N/A N/A N/A for general operations Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 23-7042029 501(c)(3) $20,000.00 N/A N/A N/A for general operations American Spectator Foundation 1611 North Kent Street Suite 901 Arlington, VA 22209-2111 23-7002632 501(c)(3) $5,000.00 N/A N/A N/A to support the November 1 annual dinner (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 44 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN Discovery Community Church P.O. Box 111840 Tacoma, WA 98411 (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance 501(c)(3) $15,000.00 N/A N/A N/A for general operations Discovery Institute 1511 Third Avenue, Suite 808 Seattle, WA 98101 91-1521697 501(c)(3) $250,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $5,000.00 N/A N/A N/A for general operations Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 501(c)(3) $60,000.00 N/A N/A N/A for general operations Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $300,000.00 N/A N/A N/A for general operations Institute on Religion and Public Life 156 Fifth Avenue, Suite 400 New York, NY 10010 52-1628303 501(c)(3) $29,550.00 N/A N/A N/A for the Hertog/Simon Seminar: After Liberalism Intercollegiate Studies Institute 3901 Centerville Road Wilmington, DE 19087-1938 23-6050131 501(c)(3) $2,500.00 N/A N/A N/A for Silver Sponsorship of the upcoming Annual Dinner Juilliard School 60 Lincoln Center Plaza New York, NY 10023 13-1624067 501(c)(3) $7,000.00 N/A N/A N/A for a Student Aid Grant ot support graduate studies Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 45 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Americans for Tax Reform Foundation 722 12th Street, NW Suite 400 Washington, DC 20005 52-1400492 501(c)(3) Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 Landmark Legal Foundation 19415 Deerfield Avenue Suite 312 Leesburg, VA 20176 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $40,000.00 N/A N/A N/A for general operations 501(c)(3) $15,000.00 N/A N/A N/A for general operations 51-0203802 501(c)(3) $40,000.00 N/A N/A N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $40,000.00 N/A N/A N/A for general operations Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $1,000.00 N/A N/A N/A for Liberty Coalition development John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) $80,000.00 N/A N/A N/A for general operations National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 501(c)(3) $1,250.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 46 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Students for Liberty PO Box 17321 Arlington, VA 22216-7321 94-3435899 501(c)(3) Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 52-1527294 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $5,000.00 N/A N/A N/A to support the charity Poker Tournament 501(c)(3) $300,000.00 N/A N/A N/A for general operations 26-4066298 501(c)(3) $350,000.00 N/A N/A N/A for general operations Legacy Foundation c/o The Security National Bank 601 Pierce Street, Trust Department Sioux City, IA 51101-1205 26-3853831 501(c)(3) $625,000.00 N/A N/A N/A for general operations Public Notice Research and Education Fund 1220 North Fillmore Street Suite 300 Arlington, VA 22201-6501 27-3197768 501(c)(3) $800,000.00 N/A N/A N/A for general operations Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 501(c)(3) $99,950.00 N/A N/A N/A for general operations Center for Education Reform 910 17th Street, NW 11th Floor Washington, DC 20006 52-1847187 501(c)(3) $7,000.00 N/A N/A N/A for general operations Foreign Policy Initiative 11 Dupont Circle, NW Suite 325 Washington, DC 20036 26-4392915 501(c)(3) $500,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 47 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Landmark Legal Foundation 19415 Deerfield Avenue Suite 312 Leesburg, VA 20176 51-0203802 501(c)(3) Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 13-2912529 Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $2,000.00 N/A N/A N/A for general operations 501(c)(3) $6,000.00 N/A N/A N/A for general operations 52-1358144 501(c)(3) $15,000.00 N/A N/A N/A for general operations Headspring Group, Inc. PO Box 19366 Kalamazoo, MI 49019 27-0904516 501(c)(3) $20,000.00 N/A N/A N/A for general operations Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) $5,000.00 N/A N/A N/A for Gala Sponsorship Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $2,500.00 N/A N/A N/A for Freedom Dinner Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 501(c)(3) $199,930.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $10,000.00 N/A N/A N/A for the Labor Policy Program (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 48 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance International Policy Network US, Inc. 214 Massachusetts Avenue, NE Washington, DC 20002 52-2363626 501(c)(3) $5,000.00 N/A N/A N/A for the Bastiat Prize Program only, not for the program's dinner Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $350,000.00 N/A N/A N/A for general operations Iranian Freedom Institute PO Box 1722 Falls Church, VA 22041 27-0586116 501(c)(3) $100,000.00 N/A N/A N/A for general operations NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $300,000.00 N/A N/A N/A for general operations The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 26-2521115 501(c)(3) $50,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $10,000.00 N/A N/A N/A in support of the 50th Anniversary Dinner Young America's Foundation 110 Elden Street Herndon, VA 20170-4891 23-7042029 501(c)(3) $20,000.00 N/A N/A N/A for general operations Hudson Institute 1015 15th Street, NW 6th Floor Washington, DC 20005-2705 13-1945157 501(c)(3) $115,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 49 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $2,500.00 N/A N/A N/A for the Help a Promising Leader Learn about Liberty mailing Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $10,000.00 N/A N/A N/A for general operations Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 27-1657203 501(c)(3) $80,000.00 N/A N/A N/A for general operations New York Historical Society 170 Central Park West New York, NY 10024 13-1624124 501(c)(3) $5,000.00 N/A N/A N/A for the History Makers Gala Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $500.00 N/A N/A N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $10,900.00 N/A N/A N/A for the 30th Anniversary Freedom Dinner Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $1,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 50 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Citizens in Charge Foundation 2050 Old Bridge Raod, Suite 103 Lake Ridge, VA 22192 13-4070270 501(c)(3) Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 Diocese of San Jose 1150 North 1st Street, Suite 100 San Jose, CA 95112-4966 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100.00 N/A N/A N/A for general operations 501(c)(3) $1,000.00 N/A N/A N/A for general operations 94-2734503 501(c)(3) $200.00 N/A N/A N/A for the Annual Diocesan Appeal Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $93,000.00 N/A N/A N/A for general operations Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $100,000.00 N/A N/A N/A for general operations Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $3,500.00 N/A N/A N/A for website development and HR advertising Illinois Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $500.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 51 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) Philanthropy Roundtable 1730 M Street, NW Suite 601 Washington, DC 20036 13-2943020 State Policy Network 1655 North Fort Myer Drive Suite 360 Arlington, VA 22209-3108 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500.00 N/A N/A N/A for general operations 501(c)(3) $5,000.00 N/A N/A N/A for general operations 57-0952531 501(c)(3) $100.00 N/A N/A N/A for general operations American Majority PO Box 87 Purcellville, VA 20134 26-1501154 501(c)(3) $50,000.00 N/A N/A N/A for general operations Americans for Limited Government Research Foundation 9900 Main Street, Suite 303 Fairfax, VA 22031 52-2020468 501(c)(3) $500,000.00 N/A N/A N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $2,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Autism Speaks 5455 Wilshire Blvd. Suite 2250 Los Angeles, CA 90036 20-2329938 501(c)(3) $1,000.00 N/A N/A N/A for sponsorship of Billy Mann run in 2011 ING NYC Marathon with Autism Speaks Harvard University Knafel Building - Harvard University 1737 Cambridge Street Cambridge, MA 02138 53-0199180 501(c)(3) $70,000.00 N/A N/A N/A for the Program on Constitutional Government Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 52 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) Institute of World Politics 1521 16th Street, NW Washington, DC 20036 52-1699641 Intelligence Squared U.S. Foundation 590 Madison Avenue 30th Floor New York, NY 10022-8547 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for 50th anniversary celebration 501(c)(3) $2,500.00 N/A N/A N/A for general operations 27-1022579 501(c)(3) $15,000.00 N/A N/A N/A for general operations MIT Chemical Engineering Department 77 Massachusetts Ave. Cambridge, MA 02139 04-2103594 501(c)(3) $15,000.00 N/A N/A N/A for the benefit of the Bejamin Franklin Forum Singularity Institute for Artificial Intelligence Inc PO Box 472079 San Francisco, CA 94147-2079 58-2565917 501(c)(3) $10,000.00 N/A N/A N/A for general operations Stony Brook Foundation Inc 230 Administration Stony Brook, NY 11794-1188 11-6077945 501(c)(3) $12,000.00 N/A N/A N/A for Turkana Basin Institute Student Achievement and Advocacy Services 1511 16th Street #101 Santa Monica, CA 90404-3347 52-2237872 501(c)(3) $6,250.00 N/A N/A N/A for the Adventures of the Mind program Conservative Agenda Project 1025 Thomas Jefferson Street, NW Suite 110 G Washington, DC 20007 26-4029303 501(c)(3) $45,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 53 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance (h) Purpose of Grant or Assistance International Policy Network US, Inc. 214 Massachusetts Avenue, NE Washington, DC 20002 52-2363626 501(c)(3) $2,000.00 N/A N/A N/A to supplement awards made during the Bastiat Prize Dinner International Policy Network US, Inc. 214 Massachusetts Avenue, NE Washington, DC 20002 52-2363626 501(c)(3) $12,000.00 N/A N/A N/A for the Bastiat Dinner Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000.00 N/A N/A N/A for general operations American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 501(c)(3) $250.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $200.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $200.00 N/A N/A N/A for general operations Freedom Foundation PO Box 522 Olympia, WA 98507-0522 94-3136961 501(c)(3) $2,500.00 N/A N/A N/A for general operations Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $100.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 54 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 Reason Foundation 3415 South Sepulveda Boulevard Suite 400 Los Angeles, CA 90034-6014 95-3298239 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100.00 N/A N/A N/A for general operations 501(c)(3) $200.00 N/A N/A N/A for general operations 501(c)(3) $200.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Yellowstone Park Foundation 222 East Main Street, Suite 301 Bozeman, MT 59715 83-0311166 501(c)(3) $30,000.00 N/A N/A N/A for your Slough Creek watershed/rainbow trout project Committee for a Constructive Tomorrow 621 Harvest Court Bel Air, MD 21014 52-1462893 501(c)(3) $199,950.00 N/A N/A N/A for CFACT's Environmental Educational Fund Center for Individual Rights 1233 20th Street, NW Suite 300 Washington, DC 20036-1609 52-1600481 501(c)(3) $10,000.00 N/A N/A N/A for the litigation program America's Majority Foundation 8640 Travis Street Overland Park, KS 66212 22-3947727 501(c)(3) $25,000.00 N/A N/A N/A for the Nevada project Center for Competitive Politics 124 South West Street Suite 201 Alexandria, VA 22314 20-3676886 501(c)(3) $15,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 55 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Legacy Foundation c/o The Security National Bank 601 Pierce Street, Trust Department Sioux City, IA 51101-1205 26-3853831 501(c)(3) Empower Texans Foundation 27-1553324 John Hancock Committee for the States 3509 Connecticut Ave. NW, Suite 260 Washington, DC 20008 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000,000.00 N/A N/A N/A for general operations 501(c)(3) $18,500.00 N/A N/A N/A for general operations 27-1657203 501(c)(3) $51,916.16 N/A N/A N/A for general operations Africa Fighting Malaria Int., Inc. 1150 17th Street, NW, Suite 910 Washington, DC 20036 30-0162292 501(c)(3) $10,000.00 N/A N/A N/A for Roger Bate's project Discovery Institute 1511 Third Avenue, Suite 808 Seattle, WA 98101 91-1521697 501(c)(3) $250,000.00 N/A N/A N/A for general operations Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $1,000.00 N/A N/A N/A for Liberty Coalition Development Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $1,000.00 N/A N/A N/A for Liberty Coalition Development Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $20,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 56 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government PERC 2048 Analysis Drive Suite A Bozeman, MT 59718 (b) EIN (c) IRC Section if Applicable 81-0393444 501(c)(3) (d) Amount of Cash Grant $1,000.00 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance N/A N/A N/A for the PERC building campaign (h) Purpose of Grant or Assistance Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $10,000.00 N/A N/A N/A for general operations (motivated to support international outreach and discovery) Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $2,500.00 N/A N/A N/A for general operations Judicial Watch 425 Third Street, SW Suite 800 Washington, DC 20024 52-1885088 501(c)(3) $2,500.00 N/A N/A N/A for general operations Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 84-0736725 501(c)(3) $2,500.00 N/A N/A N/A for general operations Illinois Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $116,706.76 N/A N/A N/A for general operations 501(c)(3) $125,000.00 N/A N/A N/A for general operations 501(c)(3) $15,000.00 N/A N/A N/A for general operations Job Creators Alliance 1700 Pacific Avenue % Workplace Solutions, Suite #3640 Dallas, TX 75201 Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 57 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Community Action Centers Project 2600 Overland Avenue Suite 315 Los Angeles, CA 90064-3253 20-0071617 501(c)(3) NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 America's Majority Foundation 8640 Travis Street Overland Park, KS 66212 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $800,000.00 N/A N/A N/A for the Florida Project 501(c)(3) $250,000.00 N/A N/A N/A for general operations 22-3947727 501(c)(3) $39,600.00 N/A N/A N/A for general operations The James Partnership 9302-C Old Keene Mill Road Burke, VA 22015 26-2521115 501(c)(3) $50,000.00 N/A N/A N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $1,000.00 N/A N/A N/A for general operations Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $5,250.00 N/A N/A N/A for the Amicus Brief to SCOTUS America's Majority Foundation 8640 Travis Street Overland Park, KS 66212 22-3947727 501(c)(3) $1,000.00 N/A N/A N/A for general operations Illinois Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $7,500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 58 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $25,000.00 N/A N/A N/A for general operations 52-1527294 501(c)(3) $90,000.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $25,000.00 N/A N/A N/A for general operations Federalist Society 1015 18th Street, NW Suite 425 Washington, DC 20036-5221 36-3235550 501(c)(3) $25,000.00 N/A N/A N/A for general operations Furman University Department of Political Science 3300 Poinsett Highway Greenville, SC 29613-1000 57-0314395 501(c)(3) $30,000.00 N/A N/A N/A for the benefit of The Tocqueville Program Grassroot Institute of Hawaii 1314 South King Street Suite 1163 Honolulu, HI 96814 99-0354937 501(c)(3) $1,000.00 N/A N/A N/A for Liberty Coalition Development Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $25,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 59 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) Public Notice Research and Education Fund 1220 North Fillmore Street Suite 300 Arlington, VA 22201-6501 27-3197768 Conservative Agenda Project 1025 Thomas Jefferson Street, NW Suite 110 G Washington, DC 20007 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $25,000.00 N/A N/A N/A for general operations 501(c)(3) $144,000.00 N/A N/A N/A for general operations 26-4029303 501(c)(3) $30,000.00 N/A N/A N/A for general operations Empower Texans Foundation 27-1553324 501(c)(3) $18,500.00 N/A N/A N/A for general operations Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $5,000.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $5,000.00 N/A N/A N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $20,000.00 N/A N/A N/A for general operations GMU Foundation Department of Economics, Enterprise Hall George Mason University Fairfax, VA 22030 54-1603842 501(c)(3) $1,000.00 N/A N/A N/A for support of the Merten Scholars Endowment (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 60 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Media Research Center 325 South Patrick Street Alexandria, VA 22314 54-1429009 501(c)(3) American Action Forum 1401 New York Avenue, NW Suite 1200 Washington, DC 20005 27-0567765 Franklin Center 1229 King Street 3rd Floor Alexandria, VA 22314 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $70,000.00 N/A N/A N/A for general operations 26-4066298 501(c)(3) $644,000.00 N/A N/A N/A for general operations Independence Institute 727 East 16th Avenue Denver, CO 80203 84-0990300 501(c)(3) $100,000.00 N/A N/A N/A for general operations Independent Women's Forum 1875 I Street, NW Suite 500 Washington, DC 20006 54-1670627 501(c)(3) $40,000.00 N/A N/A N/A for general operations Institute for Educational Advancement 625 Fair Oaks Avenue Suite 285 South Pasadena, CA 91030-5836 95-4695698 501(c)(3) $600,000.00 N/A N/A N/A for support of the Caroline D. Bradley Scholarship Program Judicial Education Project 9502 Nelson Lane Manassas, VA 20110 20-2466871 501(c)(3) $50,000.00 N/A N/A N/A for general operations NFIB Legal Foundation 1201 F Street, NW Suite 200 Washington, DC 20004 62-1570449 501(c)(3) $200,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 61 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Pacific Research Institute for Public Policy One Embarcadero Center Suite 350 San Francisco, CA 94111 94-2528433 501(c)(3) Texas Public Policy Foundation 900 Congress Avenue Suite 400 Austin, TX 78701 74-2524057 Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100,000.00 N/A N/A N/A for general operations 501(c)(3) $50,000.00 N/A N/A N/A for general operations 54-1436224 501(c)(3) $3,000.00 N/A N/A N/A for general operations Reason Foundation 3415 South Sepulveda Boulevard Suite 400 Los Angeles, CA 90034-6014 95-3298239 501(c)(3) $5,000.00 N/A N/A N/A for general operations Foundation for Cultural Review 900 Broadway Suite 602 New York, NY 10003 13-3108424 501(c)(3) $2,500.00 N/A N/A N/A for the Friends of the New Criterion Middle East Media and Research Institute, Inc. PO Box 27837 Washington, DC 20038-7837 52-2068483 501(c)(3) $1,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance National Review Institute 233 Pennsylvania Avenue, SE Washington, DC 20003 13-3649537 501(c)(3) $9,500.00 N/A N/A N/A for editing and publishing during October and November of 2011 Project Veritas 3308 Bourbon Street Fredericksburg, VA 22408 27-2894856 501(c)(3) $10,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 62 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Shriners Hospitals for Children PO Box 31356 Tampa, FL 33631 36-2193608 501(c)(3) Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 Claremont Institute 937 West Foothill Boulevard Suite E Claremont, CA 91711 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $1,000.00 N/A N/A N/A for general operations 501(c)(3) $250.00 N/A N/A N/A for general operations 95-3443202 501(c)(3) $250.00 N/A N/A N/A for general operations Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $250.00 N/A N/A N/A for general operations National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 501(c)(3) $1,250.00 N/A N/A N/A for general operations Yankee Institute 800 Connecticut Boulevard Suite 302 East Hartford, CT 06108 52-1358144 501(c)(3) $15,000.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $250.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 63 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable David Project, The PO Box 52390 Boston, MA 02205-2390 16-1616489 501(c)(3) Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $10,000.00 N/A N/A N/A in honor of Seth Klarman 501(c)(3) $500.00 N/A N/A N/A for general operations 23-7327730 501(c)(3) $250.00 N/A N/A N/A for general operations Illinois Policy Institute 190 South LaSalle Street Suite 1630 Chicago, IL 60603 41-2057028 501(c)(3) $200,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $500.00 N/A N/A N/A for general operations National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 59-1588825 501(c)(3) $1,000.00 N/A N/A N/A for general operations PERC 2048 Analysis Drive Suite A Bozeman, MT 59718 81-0393444 501(c)(3) $500.00 N/A N/A N/A for general operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $1,500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 64 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 501(c)(3) American Enterprise Institute 1150 Seventeenth Street, NW Washington, DC 20036 53-0218495 Americans for Prosperity Foundation 2111 Wilson Boulevard Suite 350 Arlington, VA 22201-3097 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500.00 N/A N/A N/A for general operations 501(c)(3) $1,000.00 N/A N/A N/A for general operations 52-1527294 501(c)(3) $2,000.00 N/A N/A N/A for general operations Atlas Economic Research Foundation 1201 L Street, NW 2nd Floor Washington, DC 20005 94-2763845 501(c)(3) $2,500.00 N/A N/A N/A for general operations Bill of Rights Institute 200 North Glebe Road Suite 200 Arlington, VA 22203 48-0891418 501(c)(3) $1,000.00 N/A N/A N/A for general operations Bill of Rights Institute 200 North Glebe Road Suite 200 Arlington, VA 22203 48-0891418 501(c)(3) $5,000.00 N/A N/A N/A for general operations Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000.00 N/A N/A N/A for benefactor renewal Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) $5,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 65 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 501(c)(3) Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $8,333.00 N/A N/A N/A for the capital campaign 501(c)(3) $500.00 N/A N/A N/A for general operations 52-1526916 501(c)(3) $500.00 N/A N/A N/A for general operations Freedom Works Foundation 400 North Capitol Street, NW Suite 765 Washington, DC 20001-1564 52-1526916 501(c)(3) $5,000.00 N/A N/A N/A for general operations Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $2,000.00 N/A N/A N/A for general operations Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $10,000.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $500.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $1,200.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 66 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) Leadership Institute 1101 North Highland Street Arlington, VA 22201 51-0235174 Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York, NY 10017 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $5,000.00 N/A N/A N/A for general operations 501(c)(3) $1,500.00 N/A N/A N/A for general operations 13-2912529 501(c)(3) $1,000.00 N/A N/A N/A for general operations Mercatus Center, GMU George Mason University 3351 North Fairfax Drive, 4th Floor Arlington, VA 22201-4433 54-1436224 501(c)(3) $1,500.00 N/A N/A N/A for general operations National Center for Policy Analysis PO Box 650298 Dallas, TX 75265-0298 75-1804932 501(c)(3) $5,000.00 N/A N/A N/A for general operations National Legal & Policy Center 107 Park Washington Court Falls Church, VA 22046 52-1750188 501(c)(3) $500.00 N/A N/A N/A for general operations Rockefeller University 1230 York Avenue New York, NY 10021 13-1624158 501(c)(3) $10,000.00 N/A N/A N/A for general operations Acton Institute 161 Ottawa Avenue NW Suite 301 Grand Rapids, MI 49503-2718 38-2926822 501(c)(3) $250.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 67 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Bill of Rights Institute 200 North Glebe Road Suite 200 Arlington, VA 22203 48-0891418 501(c)(3) Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 23-7432162 Cato Institute 1000 Massachusetts Avenue, NW Washington, DC 20001-5403 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100.00 N/A N/A N/A for general operations 501(c)(3) $500.00 N/A N/A N/A for general operations 23-7432162 501(c)(3) $500.00 N/A N/A N/A for general operations Citizens' Council for Health Freedom 161 St. Anthony Avenue Suite 923 St. Paul, MN 55103 41-1916724 501(c)(3) $250.00 N/A N/A N/A for general operations Institute for Humane Studies 3301 North Fairfax Drive Suite 440 Arlington, VA 22201-4432 94-1623852 501(c)(3) $100.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $500.00 N/A N/A N/A for general operations Institute for Justice 901 North Glebe Road Suite 900 Arlington, VA 22203-1854 52-1744337 501(c)(3) $1,000.00 N/A N/A N/A for general operations Landmark Legal Foundation 19415 Deerfield Avenue Suite 312 Leesburg, VA 20176 51-0203802 501(c)(3) $250.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 68 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Last Hope, Inc. PO Box 114 Farmington, MN 55024 41-1520897 501(c)(3) Marijuana Policy Project Foundation PO Box 77492 Washington, DC 20013 52-1975211 Mountain States Legal Foundation 2596 South Lewis Way Lakewood, CO 80227 (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $500.00 N/A N/A N/A for general operations 501(c)(3) $250.00 N/A N/A N/A for general operations 84-0736725 501(c)(3) $100.00 N/A N/A N/A for general operations PERC 2048 Analysis Drive Suite A Bozeman, MT 59718 81-0393444 501(c)(3) $5,000.00 N/A N/A N/A for general operations Reason Foundation 3415 South Sepulveda Boulevard Suite 400 Los Angeles, CA 90034-6014 95-3298239 501(c)(3) $100.00 N/A N/A N/A for general operations American Ideas Institute 4040 Fairfax Drive Suite 140 Arlington, VA 22203 27-0311492 501(c)(3) $25,000.00 N/A N/A N/A for general operations Competitive Enterprise Institute 1899 L Street, NW 12th Floor Washington, DC 20036 52-1351785 501(c)(3) $25,000.00 N/A N/A N/A for general operations David Horowitz Freedom Center PO Box 55089 Sherman Oaks, CA 91499-1964 95-4194642 501(c)(3) $500.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 69 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government (b) EIN (c) IRC Section if Applicable Family Taxpayers Foundation 8 East Main Street Carpentersville, IL 60110 36-3895370 501(c)(3) Middle East Forum 1500 Walnut Street, Suite 1050 Philadelphia, PA 19102 23-7749796 501(c)(3) (d) Amount of Cash Grant (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance $100,000.00 N/A N/A N/A for general operations $15,000.00 N/A N/A N/A for general operations (h) Purpose of Grant or Assistance Fourth Presbyterian Church 5500 River Road Bethesda, MD 20816 53-0196534 501(c)(3) $22,000.00 N/A N/A N/A for the Mortgage Burn Campaign and Special Blessings Fund for American Studies 1706 New Hampshire Avenue, NW Suite 400 Washington, DC 20009 13-6223604 501(c)(3) $1,000.00 N/A N/A N/A for Lee & Mabel Weil Fellow Christopher Newport University 1 Avenue of the Arts Newport News, VA 23606-3072 54-0701501 501(c)(3) $25,000.00 N/A N/A N/A for the benefit of a JMCVeritas Post-Doc at the Center for American Studies Reason Foundation 3415 South Sepulveda Boulevard Suite 400 Los Angeles, CA 90034-6014 95-3298239 501(c)(3) $20,000.00 N/A N/A N/A for general operations Iranian Freedom Institute PO Box 1722 Falls Church, VA 22041 27-0586116 501(c)(3) $153,450.00 N/A N/A N/A for general operations Heritage Foundation 214 Massachusetts Avenue, NE Washington, DC 20002-4999 23-7327730 501(c)(3) $5,000.00 N/A N/A N/A for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 70 Sch I, Grants to Organizations and Indviduals in the U.S. Part II, Grants to Organizations and Governments in the U.S. (a) Name and Address of Organization or Government National Right to Work Legal Defense Foundation, Inc. 8001 Braddock Road Springfield, VA 22160-0002 (b) EIN (c) IRC Section if Applicable 59-1588825 501(c)(3) (d) Amount of Cash Grant $2,500.00 (e) Amount of Non-Cash Assistance (f) Method of Valuation (book, FMV, appraisal, other) (g) Description of Non-Cash Assistance N/A N/A N/A (h) Purpose of Grant or Assistance for general operations Schedule I (Form 990 or 990-EZ) 2011 Donors Trust, Inc. 52-2166327 Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. Schedule I (Form 990) (2011) Part III (a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of non-cash assistance (e) Method of valuation (book, FMV, appraisal, other) Page 2 (f) Description of non-cash assistance 1 2 3 4 5 6 7 Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. Pt I Line 2 The Organization sends each grant recipient a letter stating by cashing the grant check Pt I Line 2 grantee agrees grant funds will not be used to benefit any disqualified person. Pt I Line 2 are made to U.S. public charities. Pt I Line 2 oversight provided by United States and individual states' rules and regulations Pt I Line 2 applicable to such charities. Pt I Line 2 Grantees must agree that grant funds are not to be used for lobbying or Pt I Line 2 any type of policital activity. All grants In most cases, the Organization relies upon the In some cases, a report of use of funds is requested. BAA Schedule I (Form 990) (2011) TEEA3902 01/25/12 Compensation Information OMB No. 1545-0047 For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2011 G Complete if the organization answered 'Yes' to Form 990, Part IV, line 23. G Attach to Form 990. G See separate instructions. Open to Public Inspection SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service Name of the organization Employer identification number Donors Trust, Inc. Part I Questions Regarding Compensation 52-2166327 Yes No 1 a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. First-class or charter travel Travel for companions Tax indemnification and gross-up payments Discretionary spending account Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e.g., maid, chauffeur, chef) b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If 'No,' complete Part III to explain 2 3 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? 2 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director. Explain in Part III. X X 4 1b Compensation committee Independent compensation consultant Form 990 of other organizations X Written employment contract Compensation survey or study Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization: a Receive a severance payment or change-of-control payment? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity-based compensation arrangement? If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III. 4a 4b 4c X X X 5a 5b X X 6a 6b X X For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not described in lines 5 and 6? If 'Yes,' describe in Part III 7 X Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If 'Yes,' describe in Part III 8 X Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9. 5 6 7 8 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: a The organization? b Any related organization? If 'Yes' to line 5a or 5b, describe in Part III. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: a The organization? b Any related organization? If 'Yes' to line 6a or 6b, describe in Part III. 9 If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA4101 01/24/12 9 Schedule J (Form 990) 2011 Donors Trust, Inc. 52-2166327 Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. Schedule J (Form 990) 2011 Page 2 For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable columns (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation (A) Name 1 Whitney L Ball 2 Jeffrey C. Zysik 3 4 5 6 7 8 9 10 11 12 13 14 15 16 BAA (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) 198,584. 0. 160,000. 0. (ii) Bonus and incentive compensation (C) Retirement and other deferred compensation (iii) Other reportable compensation 0. 0. 0. 0. 0. 0. 0. 0. TEEA4102 01/24/12 19,858. 0. 0. 0. (D) Nontaxable benefits (E) Total of columns (B)(i)-(D) 0. 0. 0. 0. 218,442. 0. 160,000. 0. (F) Compensation reported as deferred in prior Form 990 0. 0. 0. 0. Schedule J (Form 990) 2011 Donors Trust, Inc. 52-2166327 Part III Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, for Part II. Also complete this part for any additional information. Schedule J (Form 990) 2011 BAA Page 3 Schedule J (Form 990) 2011 TEEA4103 01/24/12 SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 Noncash Contributions 2011 G Complete if the organizations answered 'Yes' on Form 990, Part IV, lines 29 or 30. G Attach to Form 990. Open To Public Inspection Name of the organization Employer identification number Donors Trust, Inc. Part I Types of Property 52-2166327 (a) Check if applicable 1 2 3 4 5 6 7 8 9 10 11 12 Art ' Works of art Art ' Historical treasures Art ' Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property Securities ' Publicly traded Securities ' Closely held stock Securities ' Partnership, LLC, or trust interests Securities ' Miscellaneous 13 Qualified conservation contribution ' Historic structures Qualified conservation contribution ' Other Real estate ' Residential Real estate ' Commercial Real estate ' Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other G ( Other G ( Other G ( Other G ( 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 (b) Number of contributions or items contributed X 41 (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g (d) Method of determining noncash contribution amounts 2,078,774. Fair market value ) ) ) ) Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement 0. 29 Yes 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? b If 'Yes,' describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If 'Yes,' describe in Part II. 33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA4601 07/14/11 No X 30 a 31 X 32 a X Schedule M (Form 990) 2011 Donors Trust, Inc. 52-2166327 Page 2 Part II Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. Schedule M (Form 990) 2011 Pt I Line 32b BAA Financial institutions/brokers used to sell marketable securities TEEA4602 07/14/11 Schedule M (Form 990) 2011 SCHEDULE O Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. G Attach to Form 990 or 990-EZ. OMB No. 1545-0047 2011 Open to Public Inspection Name of the organization Employer identification number Donors Trust, Inc. 52-2166327 Pt III, Line 3 THE ORGANIZATION CEASED THE STUDENT FREE PRESS ASSOCIATION Pt III, Line 3 PROJECT WHICH BECAME A FREE STANDING PUBLIC CHARITY Pt III, Line 3 THE LAW AND ECONOMICS CENTER RELOCATION PROJECT WAS Pt III, Line 3 COMPLETED DURING 2010 Pt VI, Line 19 IF REQUIRED TO BE DISCLOSED BY APPLICABLE STATUTE, Pt VI, Line 19 REGULATION OR OTHER ADMINISTRATIVE RULE, AVAILABLE BY Pt VI, Line 19 REQUEST AT ORGANIZATION'S OFFICE. Pt VI, Line 11a FORM 990 REVIEWED BY PRESIDENT & CFO PRIOR TO FILING. Pt VI, Line 11a IN ADDITION, FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS Pt VI, Line 11a AND OFFICERS SHORTLY AFTER FILING FOR THEIR REVIEW AND Pt VI, Line 11a COMMENTS. IF ANY ISSUES ARE RAISED, APPROPRIATE Pt VI, Line 11a REMEDIAL ACTION IS TAKEN, INCLUDING FILING AN AMENDED Pt VI, Line 11a FORM 900 IF NECESSARY. Pt VI, Line 3 SOME PROGRAMS LISTED AT PART III USE INDEPENDENT CONTRACTORS. Pt VI, Line 3 DIRECT SUPERVISION OF INDEPENDENT CONTRACTORS CARRYING OUT Pt VI, Line 3 RESEARCH, WRITING AND OTHER ACTIVITY ASSOCIATED WITH CERTAIN Pt VI, Line 3 PROGRAMS IS THE RESPONSIBILITY OF AN INDEPENDENT CONTRACTOR MANAGING Pt VI, Line 3 THE PROGRAM WHO HAS EXPERIENCE & EXPERTISE IN THE AREA OF RESEARCH OR Pt VI, Line 3 ACTIVITY. EACH OF THESE CONTRACTORS IS DIRECTLY SUPERVISED BY THE Pt VI, Line 3 ORGANIZATION'S OFFICERS. Pt VI, Line 3 CONTRACTORS THAT OVERSEE OTHER INDEPENDENT CONTRACTORS Pt VI, Line 3 ARE: NPS, CCAP,PFR & CCAF. Pt VI, Line 3 OF EACH PROGRAM LISTED HERE. Pt VI, Line 12c THE ORGANIZATION ASKS EACH BOARD MEMBER AND OFFICER TO Pt VI, Line 12c ATTEST TO COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS Pt VI, Line 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED THE PROGRAMS WITH INDEPENDENT BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. SEE PART II, LINE 4 FOR DESCRIPTION TEEA4901 07/14/11 Schedule O (Form 990 or 990-EZ) 2011 Schedule O (Form 990 or 990-EZ) 2011 Page 2 Name of the organization Employer identification number Donors Trust, Inc. 52-2166327 Pt VI, Line 15 OF INDEPENDENT BoD MEMBERS THAT APPROVES SALARIES ON AN Pt VI, Line 15 ANNUAL BASIS AFTER REVIEWING COMPARABLES Pt XI Unrealized loss on marketable securities $240,056 Pt XI Prior period increase in expenses $27,850 Pt XI Prior period decrease in revenue $17,110 Pt XI Accrual for SEP-IRA catch up payment $55,000 Pt XI Total adjustment $340,016 Pt VI-C, Line 17 AK,AL,AR,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,MA,MD,ME,MI, Pt VI-C, Line 17 MN,MO,MS,NC,ND,NH,NJ,NM,NY,OH,OK,OR,PA,RI,SC,TN, Pt VI-C, Line 17 UT,VA,WA,WI,WV. BAA Schedule O (Form 990 or 990-EZ) 2011 TEEA4902 07/14/11 OMB No. 1545-0047 SCHEDULE R Related Organizations and Unrelated Partnerships 2011 G Complete if the organization answered 'Yes' to Form 990, Part IV, line 33, 34, 35, 36, or 37. G Attach to Form 990. G See separate instructions. Open to Public Inspection (Form 990) Department of the Treasury Internal Revenue Service Name of the organization Employer identification number Donors Trust, Inc. 52-2166327 Part I Identification of Disregarded Entities (Complete if the organization answered 'Yes' to Form 990, Part IV, line 33.) (a) Name, address, and EIN of disregarded entity (1) (b) Primary activity (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets (f) Direct controlling entity Donors Trust, LLC 27-0704085 109 N Henry St, Alexandria 22314 Hold proceeds from 2009 sale of RE donation MD (3) 0. 0. Donors Trust, Inc. Provide administrative support services MD (2) 0. 162,585. Donors Trust, Inc. Talent Market, LLC 27-0685825 109 N Henry St, Alexandria 22314 See Continuation Sheet for Schedule R, Part I Part II Identification of Related Tax-Exempt Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.) (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) (f) Direct controlling entity (g) Sec 512(b)(13) controlled entity? Yes (1) No Donors Captital Fund, Inc. 54-1934032 PO Box 1305, Alexandria VA 22313 Grant making MD 501(c)(3) 509(a)(1) Type 1 SO N/A X (2) (3) (4) BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 09/08/11 Schedule R (Form 990) 2011 2011 Continuation Sheet for Schedule R Continuation Page Name of filing organization Donors Trust, Inc. 1 of 1 Employer identification number 52-2166327 Part I Continuation of Identification of Disregarded Entities (A) Name, address, and EIN of disregarded entity (B) Primary activity (C) Legal domicile (state or foreign country) (D) Total income (E) End-of-year assets (F) Direct controlling entity Center for College Affordability & Productivity LLC 27-0949511 109 N Henry St, Alexandria 22304 Research, writing, educational MD 24,519. 216,336. Donors Trust, Inc. Litigation in the public interest DE 87,000. 159,985. Donors Trust, Inc. CCAF LLC 45-1054185 109 N Henry St, Alexandria 22314 TEEA5101 09/08/11 Schedule R Cont (Form 990) 2011 Donors Trust, Inc. 52-2166327 Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.) Schedule R (Form 990) 2011 Part III (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) Direct controlling entity (e) Predominant income (related, unrelated, excluded from tax under sections 512-514) (f) Share of total income (g) Share of end-of-year assets (h) Disproportionate allocations? Yes No (i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065) (j) General or managing partner? Yes Page 2 (k) Percentage ownership No (1) (2) (3) Part IV Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) (a) Name, address, and EIN of related organization (b) Primary activity (c) Legal domicile (state or foreign country) (d) (e) Direct Type of entity controlling entity (C corp, S corp, or trust) (f) Share of total income (g) Share of end-of-year assets (h) Percentage ownership (1) (2) (3) BAA TEEA5002 05/24/11 Schedule R (Form 990) 2011 Schedule R (Form 990) 2011 Donors Trust, Inc. 52-2166327 Page 3 Part V Transactions With Related Organizations (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34, 35, 35a, or 36.) a b c d e Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. During the tax year did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity Gift, grant, or capital contribution to related organization(s) Gift, grant, or capital contribution from related organization(s) Loans or loan guarantees to or for related organization(s) Loans or loan guarantees by related organization(s) 1a 1 b 1c 1d 1e f g h i Sale of assets to related organization(s) Purchase of assets from related organization(s) Exchange of assets with related organization(s) Lease of facilities, equipment, or other assets to related organization(s) 1f 1g 1h 1i X X X X j Lease of facilities, equipment, or other assets from related organization(s) k Performance of services or membership or fundraising solicitations for related organization(s) l Performance of services or membership or fundraising solicitations by related organization(s) m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) n Sharing of paid employees with related organization(s) 1j 1k 1l 1m 1n X X o Reimbursement paid to related organization(s) for expenses p Reimbursement paid by related organization(s) for expenses 1o 1p 1 Yes q Other transfer of cash or property to related organization(s) r Other transfer of cash or property from related organization(s) 2 If the answer to any of the above is 'Yes,' see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of other organization (1) (b) Transaction type (a-r) (c) Amount involved 1q 1r No X X X X X X X X X X X X (d) Method of determining amount involved N/A - No controlled entities as defined by IRC sec 512 (b)(13) (2) (3) (4) (5) (6) BAA TEEA5003 05/24/11 Schedule R (Form 990) 2011 Schedule R (Form 990) 2011 Part VI Donors Trust, Inc. 52-2166327 Page 4 Unrelated Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 37.) Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) (e) Predominant Are all partners income section (related, unre501(c)(3) lated, excluded organizations? from tax under section 512-514) Yes No (f) Share of total income (g) Share of end-of-year assets (h) Disproportionate allocations? Yes No (i) Code V-UBI amount in box 20 of Schedule K-1 Form (1065) (j) (k) General or Percentage managing ownership partner? Yes No (1) (2) (3) (4) (5) (6) (7) (8) BAA TEEA5004 05/24/11 Schedule R (Form 990) 2011 Donors Trust, Inc. 52-2166327 Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions). Schedule R (Form 990) 2011 Part VII BAA TEEA5005 05/25/11 Page 5 Schedule R (Form 990) 2011 Donors Trust, Inc. 52-2166327 Schedule O (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part III, Line 1 (continued) Briefly describe the organization's mission: RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. Schedule O (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part III, Line 4d (continued) Describe the exempt purpose achievements for each of the organization's other program services. Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. Code: Description: THE PROJECT ON FAIR REPRESENTATION (PFR). Expenses 197,024. THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE Grants Of 0. IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF Revenue 0. RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN THE Code: Expenses Grants Of Revenue Description: Code: Expenses Grants Of Revenue Description: Code: Expenses Grants Of Revenue Description: Code: Expenses Grants Of Revenue Description: 106,549. 0. 0. 388,110. 0. 87,000. 291,875. 196,903. 0. 125,605. 0. 0. FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT. THE SUPPLY SIDE PROJECT (SSP). THE SUPPLY SIDE PROJECT DEVELOPS AND ADVANCES FUNDAMENTAL MARKET-BASED REFORM PROPOSALS FOR SOCIAL SECURITY, MEDICADE, MEDICARE, WELFARE AND HEALTH CARE. CENTER FOR CLASS ACTION FAIRNESS (CCAF). BY CONTRACTING WITH ATTORNEYS TO PROVIDE PRO BONO REPRESENTATION OF CONSUMERS, CCAF SEEKS TO INCREASE NET AWARDS TO MEMBERS OF CLASS ACTION LAWSUITS THROUGH OBJECTIONS TO SETTLEMENTS PRODUCING EXCESSIVE ATTORNEY FEES. AN ADDITIONAL GOAL IS A REDUCTION IN MERITLESS CLASS ACTION SUITS AS TRIAL ATTORNEYS AWARENESS OF CCAF's WATCHDOG ROLE INCREASES. STUDENT FREE PRESS ASSOCIATION (SFPA). THE STUDENT FREE PRESS ASSOCIATION IS AN ORGANIZATION RUN BY VETERAN JOURNALISTS FOR THE BENEFIT OF BEGINNING JOURNALISTS. IT IDENTIFIES AND SUPPORTS COLLEGE STUDENTS SEEKING TO IMPROVE CAMPUS JOURNALISM, EXPLORE MEDIA CAREERS, AND COMMIT THEMSELVES TO THE PRINCIPLES OF A FREE SOCIETY. TALENT MARKET (TM). A FREE TALENT RECRUITMENT PROGRAM AVAILABLE TO CHARITIES WHOSE MISSIONS ALIGN WITH DONORSTRUST'S CHARITABLE MISSION. 1 Donors Trust, Inc. 52-2166327 Schedule O (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part III, Line 4d (continued) 2 Continued Describe the exempt purpose achievements for each of the organization's other program services. Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. Code: Description: 6 DEGREES PROJECT. SEEKS TO CREATE OPPORTUNITIES Expenses 69,068. TO LEVERAGE AND AMPLIFY THE VOICES OF THOSE ADVANCING LIBERTY AND Grants Of 0. TO CREATE OPPORTUNITIES FOR STRATEGIC PARTNERSHIPS AND ALLIED Revenue 0. RELATIONSHIPS WITH THE INTELLECTUAL VOICES THAT MATTER MOST. THE "SIX DEGREES OF SEPARATION" NOTION IS THAT CERTAIN PEOPLE AND THEIR NETWORKS ARE KEYS TO ADVANCING AN IDEA AND TIPPING A DEBATE. Donors Trust, Inc. 52-2166327 3 Supporting Statement of: Form 990 p 9/Other amt. not included Description Amount Total contributions 39,267,594. Total 39,267,594. Supporting Statement of: Form 990 p 9/Noncash Description Amount Marketable securities 2,078,774. Total 2,078,774. Supporting Statement of: Form 990 p 9/Sales of Securities Description Amount Proceeds sale marketable securities 8,572,162. Total 8,572,162. Supporting Statement of: Form 990 p 9/Gross Basis Amount Description Amount Basis of marketable securities sold 8,693,556. Total 8,693,556. Supporting Statement of: Form 990 p 11/Line 11, column (A) Description Amount Various publicly traded securities 2,979,850. Total 2,979,850. Donors Trust, Inc. 52-2166327 4 Supporting Statement of: Form 990 p 11/Line 11, column (B) Description Amount Various publicly traded secrurities 5,426,007. Total 5,426,007. Supporting Statement of: Sch D, page 2/Part V, line 1e col (a) Description Amount Direct program expenses 1,712,039. Total 1,712,039. Supporting Statement of: Sch D, page 2/Part V, line 1e col (b) Description Amount Program related direct expenses 1,912,824. Total 1,912,824. Supporting Statement of: Sch D, page 2/Part V, line 1e col (c) Description Amount Program related direct expenses 976,327. Total 976,327. Supporting Statement of: Sch D, page 2/Part V, line 1e col (d) Description Amount Program related direct expenses 1,103,256. Total 1,103,256. Donors Trust, Inc. 52-2166327 5 Supporting Statement of: Sch D, page 4/Part XI, Line 8 Description Amount SEP-IRA prior period expense accrual -55,000. Total -55,000. Supporting Statement of: Sch D, page 4/Part XII, Line 4b Description Amount Legal fee recovery treated as expense offset for book purposes 87,000. Total 87,000. Supporting Statement of: Sch D, page 4/Part XIII, Line 2d Description Amount SEP-IRA accrual for book purposes to be paid during 2012 and report for tax purposes during 2012 Rounding 55,000. Total 54,999. -1. Supporting Statement of: Sch D, page 4/Part XIII, Line 4b Description Amount Legal fee recovery treated as expense offset for book purposes 87,000. Total 87,000. Additional Information For Tax Return Donors Trust, Inc. Form 990 p 6: Line 17-2 See Schedule O for list of states. 52-2166327