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/ ./ Form 990

Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code

(except black lung benefit trust or private foundation)

OMB No 1545-0047

2009 Department of the Treasury Internal Revenue Service • The organization may have to use a copy of this return to satisfy state reporting requirements Open to Public Inspection

F th 2009 d or e ca en ar year, or tax vear b 2009 d d" eammna '

,an en ma ' B Check ,f applicable c Name of organ,zat,on D Employer ldenllfication Number

Please use Caoital Fund. Inc 54-1934032 r··-~~ IRS label Donors

or fynnt Number and street (or PO box if mail ,s not delivered to street addr) IRoom/su,te E Telephone number Name change or pe See

P.O. Box 1305 (703) 535-3563 Initial return specific lnstruc- City, town or country State ZIP code+ 4 Termination trans

Amended return Alexandria VA 22313 G Gross receipts $ 61, 417, 098.

O Apphcat,on pending F Name and address of principal officer H(a) Is this a group return for att,hates' ~ Yes ~No

Whitney L. Ball P. 0. Box 1305 Alexandria VA 22313 H(b) Are all aff,hates included' Yes No

Tax-exempt status IX I 501 Cc) I I 4947(a)(l) or I I 521 If 'No.' attach a hst (see instructions)

I ( 3 ) .. (insert no )

J Website:• donorscaoitalfund.ora H(c) Group exemption number ._

K Form of organ,zat,on Ix I Corporation I I Trust I I Assoc1at1on I I Other• I L Year of Formation 1999 I M State of legal dom1c1le VA I Part I Summary

1 Briefly describe the organization's m1ss1on or most s1gnif1cant activ1t1es S1!fport IRC 509 (a) (1), (2) & (3) orgs, which alleviate, through

QI education, research an<!_pri vate initiatives, societ~ s most .e_ervasi ve and radical needs, includinJ! those relatinc;z__ to social () c welfare, health, environment, economics, 9.overnance, foreign relations, and arts and culture; and which encourag~ e_hilanthrO_E:t._ C'l c and individual c;i!ving and rel!!J>onsibili1:}' as an answer to socie1:}''s needs, as ~Eased to g_overnmental involvement • .. QI

Check this box • rr If the organization discontinued its operations or disposed of more than 25% of its assets > 2 0 c, 3 Number of voting members of the governing body (Part VI, line 1 a) 3 9 olS ,,, 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 8 QI

5 Total number of employees (Part V, line 2a) 5 0 :E > 6 Total number of volunteers (estimate 1f necessary) 6 0 :;::: u c( 7a Total gross unrelated business revenue from Part VIII, lcolumn (C). 1ne 12 7a -60,332.

b Net unrelated business taxable income from Form 990-T, line 34 7b -60,332. Prior Year Current Year

QI 8 Contributions and grants (Part VIII, line 1 h) 41,649.571. 56,570,167. ::,

9 Program service revenue (Part VIII, line 2g) c QI

10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) -4 139,979. 728,207. > QI a: 11 Other revenue (Part VIII, column (A), lines 5, 6d, Sc, 9c, lOc, and 1 le)

12 Total revenue - add lines 8 throuoh 11 (must equal Part VIII, column (A), line 12) 37,509,592. 57,298,374. 13 Grants and s1m1lar amounts paid (Part IX, column (A), lines 1-3) 70,858,213. 59,781,233. 14 Benefits paid to or for members (Part IX, column (A), line 4)

,,, 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 0. QI

16a Professional fundra1sing fees (Part IX, column (A), line 11 e) 0. ,,, c QI

! a. b Total fundra1s1ng expenses (Part IX, column (D), line 25) • 0. IC w 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 1 lf-24f) 694.924. 676.171. 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 71,553,137. 60,457,404. 19 Revenue less expenses Subtract line 18 from I Ae-l-'.:'. -34,043,545. -3,159,030. - - -~= Kl::.l.,c.lVl::.U l Beainnina of Year End of Year ti 20 Total assets (Part X, line 16) ,----~ &J 55,606,048. 55,638,563. •• :ai 21 Total l1ab1l1t1es (Part X, line 26) 8 l NOV 2 2 2010 ql 187,259. 129.165. ;!

z~ 22 Net assets or fund balances Subtract line 21 from line 20 ~I 55.418.789. 55,509,398. I Part II Sianature Block I - --- --- -1 """" ~a~ r .. \-l"balm!lii~,-!'~ '"" ·-·"·· '"" "''"' l:'" m """"w"'"' '"" ""'"'· ,, " true, corr ct, a pie e eclarat,on of pre ther o ,cerfjsbase on a mrorma ,on o which preparer has any knowle ge

Sign ~ - I 10 /vJV ").{) !() Here .~6fofflcer /!//' Date

~ Whitney L. Bal President Type or print name and title

Date Check ,f Preparer's 1dent,jymg number (see mstruct,ons)

Paid self ·D Preparer's II !ft employed Pre- signature ~

pare r's Firm's name (or Use yours 1f self-

Only emcf.'oyed). ~ EIN • ad ress. and ZIP+ 4 Phone no •

May the IRS discuss this return with the preparer shown above? (see 1nstruct1ons) Ix] Yes

BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. TEEAOlOl o7t20t<YJ Form 990 (2009)

G<' \

Form 990 2009 Donors Ca i ta! Fund Inc 54-1934032 Pae 2

Part Ill Statement of Pro ram Service Aecom lishments Briefly describe the organization's m1ss1on.

Suep>'rt IRC 509 (a) (1).L (2) & (3) orgs, which alleviat~ throu_gh education, research and e_rivate_ initiatives, society's most_pBrvasive and radical needs, includi1!9 those relating to social welfareL _ See Form 990, Page 2, Part Ill, Line 1 .{_continued) _________________________________________ _

2 Did the organization undertake any s1gnif1cant program services during the year which were not listed on the prior

Form 990 or 990-EZ? D Yes [I No

If 'Yes,' describe these new services on Schedule 0. 3 Did the organization cease conducting, or make s1gnif1cant changes in how 1t conducts, any program services? D Yes [I No

If 'Yes,' describe these changes on Schedule O 4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501 (c)(3)

and 501 (c)(4) organizations and section 4947(a)(l) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, 1f any, for each program service reported

4a(Code· )(Expenses$ 59,812,760. includ1nggrantsof $ 59,781,233.)(Revenue $ 60,494,017.) Suep})rt IRC 509 (a) (1)_ & 509 (a) (2)_ oz~, which alleviateL throu_gh ________________ _ education, research and e_rivate initiatives, socie~~s most 2,ervasive and radical needs, including those relati~gyo social

welfare, health, environment, economics, governance, foreign relations, and arts and culture;and which encouraj!e philanthro.e_y

and individual g_iving_ and res2,onsibilit.:i: as an answer to socie~~s needs, as oep-0sed to g-0vernmental involvement.

4b (Code· ____ ) (Expenses $ ________ including grants of $ ________ ) (Revenue $ _______ _

4c (Code ____ ) (Expenses $ ________ including grants of $ ________ ) (Revenue $ _______ _

4d Other program services. (Describe 1n Schedule O )

(Expenses $ including grants of $ ) (Revenue $ 4e Total program service expenses ., 5 9, 812, 7 6 0 •

BAA TEEAO 102 07 /20/09 Form 990 (2009)

Form 990 (2009) Donors Capital Fund, Inc 54-1934032 I Part IV I Checklist of Required Schedules

1 Is the organization described in section 501 (c)(3) or 4947(a)(l) (other than a private foundation)? If 'Yes,' complete Schedule A

2 Is the organization required to complete Schedule B, Schedule of Contributors?

3 Did the organization engage in direct or 1nd1rect pol1t1cal campaign act1v1t1es on behalf of or in oppos1t1on to candidates for public office? If 'Yes,' complete Schedule C, Part I

4 Section 501(cX3) organizations Did the organization engage in lobbying act1v1t1es? If 'Yes,' complete Schedule C, Part II

5 Section 501(cX4), 501(cX5), and 501(cX6) organizations. Is the organization subJect to the section 6033(e} notice and

Page 3

Yes No

x 2 x

3 x

4 x

reporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part Ill 1--5-1---+---

6 Did the organization maintain any donor advised funds or any s1m1lar funds or accounts where donors have the right to provide advice on the d1stribut1on or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I

7 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

8 Did the organization maintain collections of works of art, historical treasures, or other s1m1lar assets? If 'Yes,' complete Schedule D, Part Ill

9 Did the organization report an amount 1n Part X, line 21; serve as a custodian for amounts not listed 1n Part X; or provide credit counseling, debt management, credit repair, or debt negot1at1on services? If 'Yes,' complete

6

7

8

Schedule D, Part IV 9

x

x

x

x 10 Did the orgarnzat1on, directly or through a related organ1zat1on, hold assets 1n term, permanent, or quast·endowments? If 1---1---+---

'Yes,' complete Schedule D, Part V 1--10_1--X-+---

11 Is the organization's answer to any of the following questions 'Yes'? If so, complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable 11 X

• Did the organization report an amount for land, buildings and equipment 1n Part X, line 1 O? If 'Yes,' complete Schedule D, Part VI

• Did the organization report an amount for investments- other securities 1n Part X, line 12 that 1s 5% or more of its total assets reported 1n Part X, line 16? If 'Yes,' complete Schedule D, Part VII

• Did the organization report an amount for investments- program related 1n Part X, line 13 that 1s 5% or more of its total assets reported in Part X, line 16? If 'Yes,' complete Schedule D, Part VIII

• Did the organization report an amount for other assets in Part X, line 15 that 1s 5% or more of its total assets reported 1n Part X, line 16? If 'Yes,' complete Schedule D, Part IX

• Did the organization report an amount for other l1abil1t1es in Part X, line 25? If 'Yes,' complete Schedule D, Part X

• Did the organ1zat1on's separate or consolidated f1nanc1al statements for the tax year include a footnote that addresses the organiza1ton's l1ab11ity for uncertain tax pos1t1ons under FIN 48? lf'Yes,' complete Schedule D, Part X

12 Did the organization obtain separate, independent audited f1nanc1al statement for the tax year? If 'Yes,' complete Schedule D, Parts XI, XII, and XIII

12A Was the organization included 1n consolidated, independent audited f1nanc1al statement for the tax

year? If 'Yes,' completing Schedule D, Parts XI, XII, and XIII ts optional

13 Is the organization a school described 1n section 170(b)(l)(A)(11)? If 'Yes,' complete Schedule E

14a Did the organization maintain an office, employees, or agents outside of the United States?

I Yes I No

112 Al I x

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundra1s1ng, business, and program service act1v1t1es outside the United States? If 'Yes,' complete Schedule F, Part I

15 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, Part II

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to 1nd1v1duals located outside the United States? If 'Yes,' complete Schedule F, Part Ill

17 Did the organization report a total of more than $15,000 of expenses for professional fundra1sing services on Part IX, column (A), lines 6 and 1 le? If 'Yes,' complete Schedule G, Part I

18 Did the organization report more than $15,000 total of fundra1s1ng event gross income and contributions on Part VIII, lines 1 c and Sa? If 'Yes,' complete Schedule G, Part II

19 Did the organization report more than $15,000 of gross income from gaming act1v1t1es on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part Ill

20 Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H

BAA TEEA0103 02112110

12

13

14a

14b

15

16

17

18

19

20

x

x x

x

x

x

x

x

x x

Form 990 (2009)

Form 990 (2009) Donors Capita! Fund, Inc 54-1934032

I Part IV I Checklist of Reauired Schedules (continued)

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

22 Did the organization report more than $5,000 of grants and other assistance to 1nd1v1duals in the United States on Part IX, column (A), hne 2? If 'Yes,· complete Schedule I, Parts I and Ill

23 Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete Schedule J

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, and that was issued after December 31, 2002? If 'Yes,' answer Imes 24b through 24d and complete Schedule K If 'No, 'go to /me 25

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?

c Did the organization ma1nta1n an escrow account other than a refunding escrow at any time during the year to defease

Page 4

Yes No

21 X

22 X

23 X

24a X 24b

any tax-exempt bonds? ,__2_4_c+---+---d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 1-2_4_d+---+---

25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage 1n an excess benefit transaction with a d1squal1f1ed person during the year? If 'Yes,' complete Schedule L, Part I

b Is the organization aware that 11 engaged 1n an excess benefit transaction with a d1squahf1ed person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If 'Yes,' complete Schedule L, Part I

26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or d1squahf1ed person outstanding as of the end of the organization's tax year? If 'Yes,' complete Schedule L, Part II

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection com1ttee member, or to a person related to such an 1nd1v1dual? If 'Yes,' complete Schedule L, Part Ill

28 Was the organization a party to a business transat1on with one of the following parties (see Schedule L, Part IV instructions for applicable f1hng thresholds, cond1t1ons, and exceptions)·

a A current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV

b A family member of a current or former officer, director, trustee, or key employee? If 'Yes,' complete Schedule L, Part IV

c An entity of which a current or former officer, director, trustee, or key employee of the organization (or a family member) 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 1n non-cash contributions? If 'Yes,' complete Schedule M

30 Did the organization receive contributions of art. historical treasures, or other s1m1lar assets, or qual1f1ed conservation contributions? If 'Yes,' complete Schedule M

31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part I

32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' complete Schedule N, Part II

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part I

34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, Ill, IV, and V, /me 1

35 Is any related organization a controlled entity w1th1n the meaning of section 512(b)(l 3)? If 'Yes,' complete Schedule R, Part V, /me 2

36 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, /me 2

37 Did the organization conduct more than 5% of its act1v1t1es through an entity that 1s not a related organization and that 1s treated as a partnership for federal income tax purposes? If 'Yes,' complete Schedule R, Part VI

38 Did the organization complete Schedule O and provide explanations 1n Schedule O for Part VI, lines 11 and 197 Note. All Form 990 filers are required to comolete Schedule O

BAA

TEEA0104 02/12/10

25a x

25b x

26 x

27 x

28a x

28b x

28c x 29 X

30 x 31 x

32 x

33 x

34 x

35 x

36 x

37 x

38 x Form 990 (2009)

Form 990 (2009) Donors Capital Fund, Inc 54-1934032 I Part V I Statements Reaardina Other IRS Filinas and Tax Compliance

1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of US. Information Returns. Enter -0- 1f not applicable 1a

b Enter the number of Forms W-2G included in line 1 a. Enter -0- 1f not applicable 1b

c Did the organization comply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?

2 0

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the I I calendar year ending with or within the year covered by this return 2 a I O

2b If at least one 1s reported on line 2a, did the organization file all required federal employment tax returns'

Note. If the sum of lines 1 a and 2a 1s greater than 250, you may be required to e-t,Je this return (see 1nstruct1ons)

3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return?

b If 'Yes' has 1t flied a Form 990-T for this year? If 'No,' provide an explanation m Schedule O

4a At any time during the calendar year, did the organization have an interest 1n, or a signature or other authority over, a f1nanc1al 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. • ---------------------------1 See the 1nstruct1ons for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and F1nanc1al Accounts

Sa Was the organization a party to a proh1b1ted tax shelter transaction at any time during the tax year'

b Did any taxable party notify the organization that 1t was or 1s a party to a proh1b1ted tax shelter transaction'

c If 'Yes,' to line 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Proh1b1ted Tax Shelter Transaction?

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization sol1c1t any contributions that were not tax deductible?

b If 'Yes,' did the organization include with every sol1c1tat1on an express statement that such contributions or gifts were not deductible?

7 Organizations that may receive deductible contributions under section 170(c).

a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and 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 1t was required to file Form 82821

1c

2b

3a

3b

4a

--Sa

Sb

Sc

6a

6b

-7a

7b

7c

d If 'Yes,' 1nd1cate the number of Forms 8282 flied during the year I 7dl e Did the organization, during the year, receive any funds, directly or 1nd1rectly, to pay prem1ums'--o-n-a~p-e_r_s_on-a-:l------1--

benef1t contract?

f Did the organization, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract?

g For all contributions of qualified intellectual property, did the organization file Form 8899 as required?

h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required'

8 Sponsoring organizations maintaining donor advised funds and section 509(aX3) supporting organizations. Did the supporting organization, or a donor advised fund ma1nta1ned 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 d1stribut1ons under section 4966?

b Did the organization make any d1stribut1on to a donor, donor advisor, or related person?

10 Section 501(cX7) organizations. Enter·

a Initiation fees and capital contributions included on Part VIII, line 12 I 1oal

b Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club fac1ht1es 10b

11 Section 501 (c)(12) organizations. Enter.

a Gross income from other members or shareholders 11 a b Gross income from other sources (Do not net amounts due or paid to other sources against

7e

7f

7g

7h

--8

9a

9b

Page 5

Yes No

J x

-- LJ

x x

x

-- -x x

x

-- LJ x

x

x x

-- _J x

_J x x

amounts due or received from them) '--1_1 _b..__ _______ ---1--- __ ,.....__

12a Section 4947(aX1) non-exempt charitable trusts. Is the organization filing Form 990 1n lieu of Form 1041? 12a

b If 'Yes,' enter the amount of tax-exempt interest received or accrued during the vear I 12bl

BAA Form 990 (2009)

TEEAOl 05 02/ 12/ 1 0

Form 990 2009 Donors Ca ital Fund Inc 54-1934032 Page 6

Part VI Governance, Management and Disclosure For each 'Yes' response to lines 2 through lb below, and for a 'No' response to line Ba, Bb, or 70b below, descnbe the circumstances, processes, or changes in Schedule 0. See instructions.

Section A Governing Body and Management

1 a Enter the number of voting members of the governing body

b Enter the number of voting members that are independent I 1 blB

2 Did any officer, director, trustee, or key employee have a family relationship or a business relat1onsh1p 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 superv1s1on of officers, directors or trustees, or key employees to a management company or other person?

4 Did the organization make any s1gnif1cant changes to its organizational documents

since the prior Form 990 was filed?

5 Did the organization become aware during the year of a material d1vers1on of the organization's assets?

6 Does the organization have members or stockholders?

7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body?

b Are any dec1s1ons of the governing body subJect to approval by members, stockholders, or other persons?

Yes No

2 x

3 x 4 x

5 x 6 x

7a x 7b x

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following. -- -

_J a The governing body?

b Each committee with authority to act on behalf of the governing body?

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 m Schedule O

Section 8. Policies (This Section B requests information about policies not required by the Internal Revenue Code )

10 a Does the organization have local chapters, branches, or affiliates?

b If 'Yes,' does the organization have written policies and procedures governing the act1v1t1es of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization?

11 Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?

11 A Describe 1n Schedule O the process, 1f any, used by the organization to review this Form 990

12a Does the organization have a written conflict of interest policy? If 'No,' go to /me 13

b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts?

c Does the organization regularly and consistently monitor and enforce compliance with the policy? If 'Yes,' descnbe m Schedule O how this is done

13 Does the organization have a written wh1stleblower policy?

14 Does the organization have a written document retention and destruction policy?

Sa x Sb x

9 x

Yes No

10a x

10b

11 x I

12a x

12b x

12c x 13 x 14 x

15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparab1l1ty data, and contemporaneous substantiation of the deliberation and dec1s1on? _J

a The organization's CEO, Executive Director, or top management off1c1al 15a x b Other officers of key employees of the organization 15b x

If 'Yes' to line 15a or 15b, describe the process 1n Schedule 0. (See 1nstruct1ons) _J 16a Did the organization invest in, contribute assets to, or part1c1pate in a Joint venture or s1m1lar arrangement with a taxable -- --

entity during the year? 16a x b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its part1c1pat1on __J 1n Joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt -- -

status with respect to such arrangements? 16b

Section C. Disclosures 17 List the states with which a copy of this Form 990 1s required to be filed • See States Form 990 Filed In _______________ _

18 Section 6104 requires an organization to make its Forms 1023 (or 1024 1f applicable), 990, and 990-T (501 (c)(3)s only) available for public inspection Indicate how you make these available Check all that apply

D Own website D Another's website ~ Upon request

19 Describe in Schedule O whether (and 1f so, how) the organization makes its governing documents, conflict of interest policy, and f1nanc1al statements available to the public

20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization·

•the Organization ____ the Org_anization's_Address __________________ (703) 535-3563

BAA Form 990 (2009) TEEA0106 02/05/10

Form990 2009 Donors Ca ital Fund Inc 54-1934032 Page7

IP.a'Et\V.111 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

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 w1th1n the

organizat1ons's tax year Use Schedule J-2 1f additional space 1s needed.

• List all of the organization's current officer~ directors, trustees (whether 1nd1v1duals or organizations), regardless of amount of compensation. Enter -0- 1n columns (D), (E), and (r J 1f no compensation was paid.

• List all of the organization's current key employees. See instructions for def1nit1on of 'key employees.'

• 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 1n the following order. 1nd1v1dual trustees or directors; 1nst1tut1onal trustees; officers; key employees; highest compensated employees, and former such persons.

n Check this box If the organization did not compensate any current officer, director, or trustee.

(A) (B) (c) (D) (E) (F)

Name and Title Average Pos1t1on (check all that apply) Reportable Reportable Estimated hours compensation from compensation from amount of other

per week £: ~ 0 :>. l ~ 'I 0. =' -:'! """ Q the or59rnzat1on related oriarnzations compensation

~~ "' - ~ (:N-211 9·MISC) 0N·2110 9 MISC) from the ~ c- '.!! ] i} !! organization ~ ~ t and related

" ::, organ1zat1ons

:: ,J :. " :i: ;; .. :; Q.

Adam Mey_erson __________ President/BoD 1. 50 x x 0. 0.

Bruce H Jacobs ---------------------Vice Pres./BoD 1. 00 x x 0. 0. Whitney L Ball __________ Sec./BoD 20.00 x x 0. 163,314.

Christo:e_her DeMuth ______ Board Member 1. 00 x 0. o. Steven_Ha_yward _________ Treas./BoD 1. 50 x x 0. 0.

Kris Alan Mauren ---------------------Board Member 1. 00 x 0. 0.

William H Mellor ---------------------Board Member 1. 00 x 0. 0. St~hen Moore __________ Board Member 1. 00 x 0. 0.

John Von Kannon ---------------------Board Member 1. 00 x o. 0.

Melissa Cliett ---------------------Asst. Treas. 20.00 x 0. 122,875.

---------------------

---------------------

---------------------

---------------------

---------------------

---------------------

---------------------

0.

0.

0.

0.

0.

0.

0.

0.

0.

0.

BAA TEEA0107 11110/09 Form 990 (2009)

Form 990 (2009) Donors Capital Fund, Inc 54-1934032 Page 8 I Part VII I Section A. Officers. Directors Trustees, Kev Employees, and Hiqhest Compensated Employees (cont.)

(A) (B) (c) (D) (E) (F) Average

hours Name and Title

per wee!

Position (check all that apply)

Q 5' :, 0 ;,< .. :r .,, a. 9- "' :::: .. i<g. 0

e= n '< 3 ~ !:. !!l "' i~ ~ g- g 3 !!l §"~ "O .. -

:, 0 .. 8 2 !!!. '< -@ (1)

!e 2 "' .. .. "' :, .. iii IC .. i> a.

Reportable compensation from

the organization (W-211099-MISC)

Reportable compensation from

related organizations (W 211099-MISC)

Estimated amount of other compensation

from the organ1zat1on and related

orgarnzat1ons

lbTotal ~ 0. 286 189. 0. 2 Total number of 1nd1v1duals (1nclud1ng but not l1m1ted to those listed above) who received more than $100,000 in reportable compensation

from the organization ~

Yes No

3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1 a? If 'Yes,· complete Schedule J for such md1v1dual 3 x

I

4 For any 1nd1v1dual listed on line 1 a, 1s the sum of reportable compensation and other compensation from _J the organization and related organizations greater than $150,000? If 'Yes' complete Schedule J for such md1v1dual 4 x

5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization for services -- 1-_J

rendered to the organization? If 'Yes,' comeJete Schedule J for such person 5 x Section B. Independent Contractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of t f th t comoensa ion rom e organiza ion.

(A) (B) (C) Name and business address Description of Services Compensation

2 Total number of independent contractors (including but not limited to those listed above) who received more than

I $ 100,000 in compensation from the organization •

BAA TEEA0108 01/30/10 Form 990 (2009)

Form 990 (2009) Donors Capital Fund Inc 54-1934032 Page 9

Part VIII I Statement of Revenue (A) (B) (C) (D)

Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections revenue 512, 513, or 514

~~ 1 a Federated campaigns la

~§ b Membership dues lb 11:0

le ~::E c Fundra1s1ng events "'<(

t::11: d Related organizations 1d ci j <Iii e Government grants (contr1but1ons) le Zii5 QII: f All other contr1but1ons, gifts, grants, and .. Ill ::::l::c s1m1lar amounts not included above 1f 56,570,167. ! l5

g Noncash contr1bns included m Ins 1 a-lf· $ 520,167. .. Q Zz 8 <( h Total. Add Imes 1 a-1 f ... 56,570,167 .

l&J Business Code ::::, z

2a l&J

~ ------------------· II: b l&J ------------------IJ c > ------------------II:

d l&J

"' ------------------· lE e <( ------------------D::

f All other program service revenue " 0 D:: g Total. Add lines 2a-2f ... ...

3 Investment income (including d1v1dends, interest and other s1m1lar amounts) ... 1,026,724 . o. -60,332. 1,087,056.

4 Income from investment of tax-exempt bond proceeds ... 5 Royalties ...

(1) Real (11) Personal

6a Gross Rents

b Less· rental expenses

c Rental income or (loss)

d Net rental income or (loss) ... 7 a Gross amount from sales of

(1) Securities (11) Other

assets other than inventory 3,820,207.

b Less cost or other basis and sales expenses 4,118,724.

c Gain or (loss) -298,517. d Net gain or (loss) ... -298,517. 0. 0. -298,517.

l&J Sa Gross income from fundra1s1ng events

::::, (not 1nclud1ng $ z

~ of contributions reported on line 1 c) D:: See Part IV, line 18 a D:: l&J

b Less. direct expenses b ::c .. 0

c Net income or (loss) from fundra1smg events ... 9a Gross income from gaming acllv1t1es

I See Part IV, hne 19 a

b Less: direct expenses b

c Net income or (loss) from gaming acllv1t1es ... 10a 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 Business Code

11 a ------------------b ------------------c ------------------· d All other revenue

e Total. Add lines 1 la-1 ld ... 12 Total revenue. See instructions ... 57,298,374. 0 . -60,332. 788.539.

BAA TEEA0109 02/12/10 Form 990 (2009)

Form 990 2009 Donors Ca ital Fund Inc 54-1934032 Pa e 10

Section 501(cX3) and 501(cX4) organizations must complete all columns.

All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).

(A) (B) (C) (D) Do not include amounts "jfaorted on lines Total expenses Program service Management and Fundra1s1ng 6b, 7b, Bb, 9b, and 1 Ob of art VIII. exoenses general expenses expenses

1 Grants and other assistance to governments

I and organizations 1n the U.S See Part IV, 59. 781. 233. 59.781 233. line 21

2 Grants and other assistance to ind1v1duals in I the US. See Part IV, line 22

3 Grants and other assistance to governments,

I organizations, and 1nd1v1duals outside the U.S See Part IV. lines 15 and 16

4 Benefits paid to or for members

5 Compensation of current officers, directors, trustees, and key employees

6 Compensation not included above, to d1squalif1ed persons (as defined under section 4958(f)(l) and persons described 1n section 4958(c)(3)(8)

7 Other salaries and wages

8 Pension plan contributions (include section 401 (k) and section 403(b) employer contributions)

9 Other employee benefits

10 Payroll taxes

11 Fees for services (non-employees)

a Management

b Legal

c Accounting 17 441. 0. 17.441. 0.

d Lobbying

e Prof fundra1s1ng svcs. See Part IV, In 17

f Investment management fees 31. 527. 31. 527. 0. 0.

g Other

12 Advert1s1ng and promotion

13 Office expenses

14 Information technology

15 Royalties

16 Occupancy

17 Travel

18 Payments of travel or entertainment expenses for any federal, state, or local public offlc1als

19 Conferences, conventions, and meetings

20 Interest

21 Payments to aff1l1ates

22 Deprec1at1on, depletion, and amort1zat1on

23 Insurance 24 Other expenses Itemize expenses not

covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)

a Recovery_p/y tax accrual & fili1!9 fees -6.322. 0. -6.322. 0.

b Admin services 620.820. o. 620.820. 0. ---------------------c Reqistration fees _______ 3.020. 0. 3.020. 0.

d Bank fees 730. 0. 730. 0. ---------------------e Postage--------------- 555. 0. 555. 0.

f All other expenses 8.400. 0. 8.400. 0.

25 Total functional expenses. Add Imes 1 through 241 60.457.404. 59.812 760. 644.644. 0.

26 Joint costs. Check here .. LJ 1f following SOP 98-2 Complete this line only 1f the organization reported 1n column (8) Joint costs from a combined educational campaign and fundra1s1ng solicitation

BAA Form 990 (2009)

TEEAO 110 02/05110

F orm 990 009 (2 ) Donors Capita 1 d Fun,, Inc 54 193 - 4032 Page 11

I Part X I Balance Sheet (A) (8)

Beginning of year End of year

1 Cash - non-interest-bearing 1

2 Savings and temporary cash investments 28.641.298. 2 32,647,012.

3 Pledges and grants receivable, net 3

4 Accounts receivable, net 4

5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 5

6 Receivables from other d1squal1f1ed persons (as defined under section 4958(f)(l)) I and persons described in section 4958(c)(3)(8). Complete Part II of Schedule L 6

A s 7 Notes and loans receivable, net 7 s

8 E Inventories for sale or use 8 T

9 s Prepaid expenses and deferred charges 9

10a Land, bu1ld1ngs, and equipment· cost or other basis 10a

I Complete Part VI of Schedule D

b Less. accumulated deprec1at1on. 10b 10c

11 Investments - publicly-traded securities 14.516.679. 11 17,673,557.

12 Investments - other securities. See Part IV, line 11 12

13 Investments - program-related See Part IV, line 1 I 13

14 Intangible assets 14

15 Other assets. See Part IV, line 11 12.448.071. 15 5,317,994.

16 Total assets. Add lines 1 through 15 (must equal line 34) 55.606.048. 16 55,638,563.

17 Accounts payable and accrued expenses 112.000. 17 56,000.

18 Grants payable 18

19 Deferred revenue 19 L 20 Tax-exempt bond l1ab1l1t1es 20 I A 21 Escrow or custodial account hab1l1ty. Complete Part IV of Schedule D 21 B I 22 Payables to current and former officers, directors, trustees, key emplo~ees, I L I highest compensated employees, and d1squal1f1ed persons. Complete art II T I of Schedule L 22 E

23 s Secured mortgages and notes payable to unrelated third parties 23

24 Unsecured notes and loans payable to unrelated third parties 24

25 Other hab1ht1es Complete Part X of Schedule D 75.259. 25 73,165.

26 Total liabilities. Add lines 17 through 25 187,259. 26 129,165.

N Organizations that follow SF AS 1 17, check here ~ ~ and complete lines

I E T 27 through 29 and lines 33 and 34. A 27 Unrestricted net assets 55.418.789. 27 55,509,398. ~ E 28 Temporarily restricted net assets 28 ! 29 Permanently restricted net assets 29 0

Organizations that do not follow SFAS 117, check here ~ D and complete

I R

i lines 30 through 34. N 30 Capital stock or trust principal, or current funds 30 D

B 31 A

Paid-in or capital surplus, or land, building, and equipment fund 31 L 32 Retained earnings, endowment, accumulated income, or other funds 32 A N

33 Total net assets or fund balances 55.418 789. 33 55,509,398. c E s 34 Total l1ab1l1t1es and net assets/fund balances. 55,606,048. 34 55,638,563.

BAA Form 990 (2009)

TEEAOll 1 01130110

F orm 990 (2009) D onors Capita l F d I un, nc 54 1934032 - Page 12 I Part XI I Financial Statements and Reportinq

Yes No 1 Accounting method used to prepare the Form 990: D Cash ~ Accrual D Other

I

J If the organization changed its method of accounting from a prior year or checked 'Other,' explain 1n Schedule O -- --

2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a x b Were the organization's financial statements audited by an independent accountant? 2b x c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes respons1b11ity for oversight of the audit,

review, or comp1lat1on of ,ts f1nanc1al statements and selection of an independent accountant? 2c x If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O

d If 'Yes' to line 2a or 2b, check a box below to 1nd1cate whether the financial statements for the year were issued on a consolidated basis, separate basis, or both:

~ Separate basis D Consolidated basis D Both consolidated and separate basis

3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1n the Single Audit Act and OMB Circular A-133? 3a x

b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, exelain wh~ in Schedule O and describe an~ stees taken to undergo such audits. 3b

BAA Form 990 (2009)

TEEAOl 12 02/05/10

SCHEDULE A (Form 990 or 990-EZ)

Department of the Treasury Internal Revenue Service

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.

~ Attach to Form 990 or Form 990-EZ. ~ See separate instructions.

OMS No 1545-0047

2009 Open to Public

Inspection

Name of the orgarnzat,on I Employer ident1ficat1on number

Donors Caoital Fund. Inc 54-1934032 I Part I I Reason for Public Charitv Status (All oraarnzations must comolete this oart.) See instructions The organization 1s not a private foundation because 1t 1s. (For lines 1 through 11, check only one box.)

1 ~ A church, convention of churches or assoc1a!lon of churches described 1n section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E)

3 A hospital or cooperative hospital service organization described in section 170(b)(1)(A)(iii).

4 A medical research organization operated 1n con1unct1on with a hospital described 1n section 170(b)(1)(A)(iii). Enter the hospital's

name, city, and state 5 O 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 DA federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 D An organization that normally receives a substantial part of its support from a governmental unit or from the general public described

1n section 170(b)(l)(A)(vi). (Complete Part If.)

8 DA community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

9 D An organization that normally receives· (1) more than 33-1 /3 % of its support from contributions, membership fees, and gross receipts from act1v1t1es 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 Ill)

10 D An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

11 lfil 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)(l) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11 e through 11 h

a lfil Type I b D Type II c D Type Ill - Functionally integrated d D Type 111-Other

e D By checking this box, I certify that the organization 1s not controlled directly or indirectly by one or more d1squal1f1ed persons other than foundation managers and other than one or more publicly supported organizations described 1n section 509(a)(l) or section 509(a)(2)

If the organization received a written determination from the IRS that 1s a Type I, Type II or Type Ill supporting organization, 0 check this box

g Smee 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 1nd1rectly controls, either alone or together with persons described 1n (11) and (111)

below, the governing body of the supported organization? ,, q (i)

(ii) a family member of a person described in (1) above? 11g(ii)

(iii) a 35% controlled entity of a person described 1n (1) or (11) above? ,, g (iii}

h Provide the follow1nq information about the supported organizations.

(i) Name of Supported (ii)EIN (iii) Type of organization (1v) Is the (v) Did you notify (vi) Is the (vii) Amount of Support Organization (described on lines 1-9 orrrnzat1on In col the organization ,n orgarnzat1on m col

above or IRC section (1 listed ,n your col (i) of (i) organized in the (see instructions)) cf<overn1ng your support' US 7

ocument'

Yes No Yes No Yes No

See Grantee Schedule, Att 59 781,233.

Total 59.781,233. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2009

TEEA0401 02/05110

ScheduleA(Form990or990-E 2009 Donors Ca ital Fund Inc 54-1934032 Page 2 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)

(Complete only 1f you checked the box on line 5, 7, or 8 of Part I)

S f A P bl" S rt ec1on u IC UDDO

Calendar year (or fiscal year beginning in) ._ (a) 2005 (b) 2006 (C) 2007 (d) 2008 (e) 2009

1 Gifts, grants, contributions and membership fees received fo not include 'unusual grants.'

2 Tax revenues levied for the organization's benefit and either paid to 1t or expended on its behalf

3 The value of services or fac11it1es furnished to the organization by a governmental unit without charge. Do not include the value of services or fac11it1es generally furnished to the public without charge

4 Total. Add Imes 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 Public support. Subtract line 5 from line 4

s ect1on BT t IS oa uppo rt Calendar year (or fiscal year (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 beginning in) ._

7 Amounts from line 4

8 Gross income from interest, d1v1dends, payments received on securities loans, rents, royalties and income form s1m1lar sources

9 Net income from unrelated business act1v1t1es, whether or not the business 1s regularly carried on

10 Other income. Do not include gain or loss from the sale of capital assets (Explain 1n Part IV)

11 Total supgort. Add Imes 7 through 1

12 Gross receipts from related activ1t1es, etc (see 1nstruct1ons) I 12

13 First five years. If the Form 990 1s 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. Com utation of Public Su ort Percenta e 14 Public support percentage for 2009 (line 6, column (f) d1v1ded by line 11, column (f)

15 Public support percentage from 2008 Schedule A, Part II, line 14

14 15

(f) Total

(f) Total

%

%

16a 33-1/3 support test - 2009. If the organization did not check the box on line 13, and the line 14 1s 33-1/3 % or more, check this box and stop here. The organization qual1f1es as a publicly supported organization. ._ D

b 33-1/3 support test - 2008. If the organization did not check a box on line 13, or 16a, and line 15 1s 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization. ._ D

17a 10%-facts-and-circumstances test - 2009 If the organization did not check a box on line 13, 16a, or l 6b, and line 14 1s 10% or more, and 1f the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain 1n Part IV how the organization meets the 'facts-and-circumstances' test. The organization qual1f1es as a publicly supported organization ._ D

b 10%-facts-and-circumstances test - 2008. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s 10% or more, and 1f 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 1nstruct1ons ._

BAA Schedule A (Form 990 or 990-EZ) 2009

TEEA0402 10/08/(13

Schedule A Form 990 or 990-E 2009 Donors Ca ital Fund Inc 54-1934032 Page 3

Part Ill · Support Schedule for Organizations Described in Section 509(a)(2) (Complete only 1f you checked the box on line 9 of Part I.)

S f A P bl" S rt ec1on u IC UPPO Calendar year (or fiscal yr begmnmg in)• (a) 2005 (b) 2006 (c) 2007 (cl) 2008

1 Gifts, grants, contributions and membership fees received. ~Do not include 'unusual grants '

2 Gross receipts from adm1ss1ons. merchandise sold or services performed, or facil1t1es furnished 1n a act1v1ty that 1s related to the organization's tax-exempt purpose

3 Gross receipts from act1v1ties 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 ,ts behalf

5 The value of services or fac11it1es furnished by a governmental urn! to the organization without charge

6 Total. Add lines 1 through 5 7a Amounts included on lines 1,

2, 3 received from d1squalif1ed persons

b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of 1 % of the amount on line 13 for the year

c Add lines 7a and 7b

8 Public support (Subtract line ,;~~.!~l..;;~f1~1 =·~~-~ !·.:=-~-~?:;{f.; !? ~ .. ~~:::~:it~~ ~..,..-ii/$,..•, .... ~~""'...·~ ·~t.,,.;~ ... t-41,('i .. ~,'~"f~

7c from line 6 ) S:i'.~i~HJ~",~; :ii;;zt~~lt~~·-t ,-12'!,!i:·· ·~-~ &:i~· .. ,.i~J.· .,:,.· 1. .... !~Z!rt!t:~ Section BT IS ota uooort Calendar year (or fiscal yr begmnmg m) • (a) 2005 (b)2006 (c) 2007 (d)2008

9 Amounts from line 6 10 a Gross income from interest.

d1v1dends, payments received on securities loans, rents, royalties and income form s1m1lar sources

b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975

c Add lines 1 Oa and 1 Ob 11 Net income from unrelated business

act1v1t1es not included mime lOb, whether or not the business 1s regularly earned on

12 Other income. Do not include gain or loss from the sale of capital assets (Explain 1n Part IV.)

13 Total support. (add Ins 9, IOc, II, and 12) !!":IM~~~:~~~~· :,~1;_.:.c-·~:~~;~i ,' r~;,,_,_"1[• j"'t; ~~~: :t'· z:...,~, 'h~-~~~·~ ~1-~~ ~~ !_~:~ ~!. ~} r.~

(e) 2009 (0 Total

~-~-~ r ... ,..-- ~ - _,, ,... ~.,,,,. ,t.~

~~~~~¥1;4r

(e) 2009 (f) Total

~~~~:;.:;,J' ;... ~..r. __ ..:,,4,..

14 First five years. If the Form 990 1s 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 ~o

Section C. Com utation of Public Su ort Percenta e 15 Public support percentage for 2009 (line 8, column (f) d1v1ded by line 13, column (f))

16 Public support percentage from 2008 Schedule A, Part Ill, line 15

Section D. Com utation of Investment Income Percenta e 17 Investment income percentage for 2009 (line 1 Oc, column (f) d1v1ded by line 13, column (f))

18 Investment income percentage from 2008 Schedule A, Part Ill, line 17

15 % 16 %

17 %

18 %

19 a 33-1/3 support tests - 2009. If the organization did not check the box on line 14, and line 15 1s more than 33-113%, and line 17 1s not D 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 - 2008. If the organization did not check a box on line 14 or 19a, and line 16 1s more than 33-1 /3%, and line 18 1s not more than 33-1 /3%, check this box and stop here. The organization qual1f1es 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 1nstruct1ons ~

BAA TEEA0403 02115110 Schedule A (Form 990 or 990-EZ) 2009

Schedule A Part IV

BAA

Form990or990-E 2009 Donors Ca ital Fund Inc 54-1934032 Page4 Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part 11, line 17a or l 7b; and Part 111, line 12. Provide any other additional information. See 1nstruct1ons.

TEEA0404 02/05/10 Schedule A (Form 990 or 990-EZ) 2009

SCHEDULED (Form 990)

Department of the Treasury Internal Revenue Service

Name of the organization

Supplemental Financial Statements ,,. Complete if the or~anization answered 'Yes,' to Form 990,

Part IV, Imes 6, 7, 8, 9, 10, 11, or 12. ,,. Attach to Form 990. ,,. See separate instructions

OMS No 1545-0047

2009 Open to Public Inspection

Employer ldentJfication number

Donors Capital Fund, Inc 54-1934032 I Part I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete 1f

the organization answered 'Yes' to Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year 20. 2 Aggregate contributions to (during year) 56,570,167. 3 Aggregate grants from (during year) 59,778,237. 4 Aggregate value at end of year 55,375,240.

5 Did the organization inform all donors and donor advisors in writing that the assets held 1n donor advised funds are the organization's property, subJect to the organization's exclusive legal control?

6 Did the organization inform all grantees, donors, and donor advisors 1n writing that grant funds may be

~Yes

used only for charitable purposes and not for the benefit of the donor or donor advisor or for any other r-;i D purpose conferring 1mperm1ss1ble private benefit?? ~ Yes No

I Part II I Conservation Easements Complete 1f the organ1zat1on answered 'Yes' to Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply).

§ Preservation of land for public use (e.g., recreation or pleasure) D Preservation of an historically important land area

Protection of natural habitat D Preservation of cert1f1ed historic structure

Preservation of open space

2 Complete lines 2a through 2d 1f the organization held a qual1f1ed conservation contribution in the form of a conservation easement on the f h last day o t e tax year.

Held at the End of the Year

a b

c d

Total number of conservation easements

Total acreage restricted by conservation easements

Number of conservation easements on a cert1f1ed historic structure included in (a)

Number of conservation easements included in (c) acquired after 8/17/06

2a

2b

2c

2d

3 Number of conservation easements mod1f1ed, transferred, released, ext1ngu1shed, or terminated by the organization during the tax year ,,. _____ _

4 Number of states where property subiect to conservation easement 1s located ,,.

5 Does the organization have a written policy regarding the periodic monitoring, 1nspect1on, handling of v1olat1ons, and enforcement of the conservation easement 1t holds? D Yes

6 Staff and volunteer hours devoted to monitoring, 1nspect1ng, and enforcing conservation easements during the year ,,.

7 Amount of expenses incurred in monitoring, 1nspect1ng, and enforcing conservation easements during the year ,,. $

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)(1) and 170(h)(4)(8)(11)? D Yes

D No

D No

9 In Part XIV, describe how the organization reports conservation easements 1n its revenue and expense statement, and balance sheet, and include, 1f applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

I Part III l Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 8.

1 a If the organization elected, as permitted under SFAS 116, not to report 1n its revenue statement and balance sheet works of art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research 1n furtherance of public service, provide, 1n Part XIV, the text of the footnote to its f1nanc1al statements that describes these items.

b If the organization elected, as permitted under SFAS 116, to report 1n its revenue statement and balance sheet works of art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research 1n furtherance of public service, provide the following amounts relating to these items: (i) Revenues included 1n Form 990, Part VIII, line 1 ,,. $ ________ _ (ii) Assets included 1n Form 990, Part X

2 If the organization received or held works of art, historical treasures, or other s1m1lar assets for f1nanc1al gain, provide the following amounts required to be reported under SFAS 116 relating to these items.

a Revenues included 1n Form 990, Part VIII, line 1 ,,. $ ________ _ b Assets included 1n Form 990, Part X

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2009

TEEA3301 02/0211 0

Schedule D Form 990) 2009 Donors Ca ital Fund Inc 54-1934032 Page 2

Part Ill Or anizations Maintainin Collections of Art Historical Treasures or Other Similar Assets continued

3 Using the organization's acqu1s1tion accession and other records, check any of the following that are a s1gnif1cant use of its collection items (check all that apply)·

a § Public exh1b1t1on b Scholarly research

c Preservation for future generations

d D Loan or exchange programs

e D Other

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 sol1c1t or receive donations of art, historical treasures, or other s1m1lar assets to be sold to raise funds rather than to be maintained as part of the organization's collect1on7 Yes No

Part IV Escrow and Custodial Arrangements Complete 1f 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 1ntermed1ary for contributions or other assets not included on Form 990, Part X?

b If 'Yes,' explain the arrangement 1n Part XIV and complete the following table.

c Beginning balance

d Add1t1ons during the year

e D1stribut1ons during the year

f Ending balance

2a Did the organization include an amount on Form 990, Part X, line 211 b If 'Y I th t P t XIV es, exp a1n e arrangemen in ar

le ld le 1f

I Part VI Endowment Funds Comolete 1f oraan1zat1on answered 'Yes' to Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back

1 a Beginning of year balance 55,286,390. 94,469,464. b Contributions 56,570,167. 41,649,571.

c Net Investment earnings, gains, 3,917,740. -9,422,190. and losses

d Grants or scholarships 59,778,237. 70 858,213. e Other expenditures for facilities

and programs

f Adm1nistrat1ve expenses 620,820. 552,242. g End of year balance 55,375,240. 55,286,390.

2 Provide the estimated percentage of the year end balance held as.

a Board designated or quasi-endowment ~ 100. 00 %

b Permanent endowment ~ 0 . 0 0 %

c Term endowment ~ ____ Oc....:... • ..::.0...::..0 %

3a Are there endowment funds not 1n 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(11), are the related organizations listed as required on Schedule R?

4 Describe in Part XIV the intended uses of the organization's endowment funds.

I Part VI I Investments-Land, Buildings, and Equipment. See Form 990, Part X, hne 10. Description of investment (a) Cost or other basis (b) Cost or other (c) Accumulated

(investment) basis (other) Deprec1at1on

1 a Land

b Bu1ld1ngs

c Leasehold improvements

d Equipment

e Other

Total. Add lines 1 a through 1 e (Column (d2 must eg_ua/ Form 990, Part X, column (82, /me 10(c2 2 ..

0Yes

Amount

LJ Yes lJNo

(e) Four years back

Yes No

3a(i) x 3a(ii) x

3b

(d) Book Value

I I

I I

I I I

BAA Schedule D (Form 990) 2009

TEEA3302 02/02110

Schedule D (Form 990) 2009 Donors Caoital Fund, Inc 54-1934032 Page 3

I Part VII I Investments-Other Securities See Form 990, Part X, line 12. (a) Description of security or category

(1nclud1no name of security) (b) Book value (c) Method of valuation

Cost or end-of-year market value

Financial derivatives

Closely-held equity interests

Other ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Total (Column (b) must equal Form 990 Part X, col (8) /me 12) ... I Part VIII I lnvestments-Proqram Related (See Form 990, Part X, line 13)

(a) Description of investment type (b) Book value (c) Method of valuation Cost or end-of-vear market value

Total. (Column (b) must eaual Form 990 Part X Col (8) !me 13) ... I Part IX I Other Assets (See Form 990, Part X, line 15)

(a) Description (b) Book value

Investment in Caxton Select LLC 4,539,306. Investment in DCF LLC 778,688.

Total. (Column (b) must equal Form 990, Part X, co/.(8), line 15) ... 5,317,994. I Part X I Other Liabilities (See Form 990, Part X, line 25)

(a) Description of L1ab1l1tv (b) Amount

Federal Income Taxes

Amount due Donors Trust Inc. 73,165.

Total. (Column (b) must equal Form 990, Part X, col (8) /me 25) ... 73,165. 2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organization's f1nanc1al statements that reports the organization's ltab11tty for uncertain tax pos1t1ons under FIN 48

BAA TEEA3303 02102110 Schedule D (Form 990) 2009

che u e S d D (F arm 990) 2009 D on ors c apita 1 F d I un, nc 54 1934032 - p age 4 I Part XI I Reconciliation of Chanqe in Net Assets from Form 990 to Financial Statements

1 Total revenue (Form 990, Part Vlll,column (A), line 12) 57 298,374.

2 Total expenses (Form 990, Part IX, column (A), line 25) 60,457,404.

3 Excess or (def1c1t) for the year. Subtract line 2 from line 1 -3,159,030.

4 Net unrealized gains (losses) on investments 3,195,643.

5 Donated services and use of facilities

6 Investment expenses

7 Prior period adjustments -2,004.

8 Other (Describe 1n Part XIV)

9 Total adjustments (net). Add lines 4 through 8 3,193,639.

10 Excess or (def1c1t) for the year per audited f1nanc1al statements Combine lines 3 and 9 34 609.

I Part XII I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited f1nanc1al statements 1 60,489,017.

2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:

a Net unrealized gains on investments 2a 3,195 643.

b Donated services and use of fac1l1t1es 2b

c Recoveries of prior year grants 2c

d Other (Describe 1n Part XIV) 2d

e Add lines 2a through 2d 2e 3,195,643.

3 Subtract line 2e from line 1 3 57,293,374.

4 Amounts included on Form 990, Part VIII, line 12, but not on line 1.

I ··I a Investments expenses not included on Form 990, Part VIII, line 7b

b Other (Describe 1n Part XIV) 4b

c Add lines 4a and 4b 4c

5 Total revenue Add lines 3 and 4c. (This must equal Form 990, Part I, line 12) 5 57,293,374.

I Part XIII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited f1nanc1al statements 1 60,454,408.

2 Amounts included on line 1 but not on Form 990, Part IX, line 25.

a Donated services and use of fac11it1es

I

~:1 b Prior year adjustments

c Other losses

d Other (Describe 1n Part XIV) 2d

e Add lines 2a through 2d 2e

3 Subtract line 2e from line 1 3 60,454,408.

4 Amounts included on Form 990, Part IX, line 25, but not on line 1:

I ··I a Investments expenses not included on Form 990, Part VIII, line 7b

b Other (Describe 1n Part XIV) 4b

c Add lines 4a and 4b 4c

5 Total expenses Add lines 3 and 4c (This must equal Form 990, Part I, line 18) 5 60,454,408. I Part XIV I Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, lines la and 4; Part IV, lines lb 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 add1t1onal information

BAA TEEA3304 02102110 Schedule D (Form 990) 2009

Schedule D (Form 990 2009 Donors Ca ital Fund Inc 54-1934032 Page 5

~ar:tlXIYI Su lemental Information continued

BAA TEEA3305 07/10/09 Schedule D (Form 990) 2009

SCHEDULE I (Form 990)

Department of the Treasury Internal Revenue Service

Name of the organization

D~nors Capital Fund, Inc

Grants and Other Assistance to Organizations, Governments and Individuals in the United States

Complete if the organization answered 'Yes,' to Form 990, Part IV, lines 21 or 22. ~ Attatch to Form 990.

k~I General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' el1g1b1l1ty for the grants or assistance, and the selection criteria used to award the grants or assistance?

2 Describe 1n Part IV the orqanizat1on's procedures for monitoring the use of grant funds 1n the United States

OMS No 1545-0047

2009

Employer identification number

54-1934032

~Yes 0No

Dl1mIUII 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 1f no one recipient received more than $5,000. Use Part IV and Schedule 1-1 (Form 990) 1f additional space IS needed .... n

1 (a) Name and address of organization or government

See schedule,. attached __

(b)EIN (c) IRC section 1f applicable

2 Enter total number of section 501 (c)(3) and government organizations

3 Enter total number of other or_ganizat1ons

(d) Amount of cash grant

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

(e) Amount of non-cash assistance

(I) Method of valuation (book, FMV, appraisal,

other)

TEEA3901 02/1 Oil O

(g) Descnpt1on of non-cash assistance

....

....

(h) Purpose of grant or assistance

202 0

Schedule I (Form 990) 2009

Form 990) 2009 Donors Capital Fund, Inc 54-1934032 Page 2 Grants and Other Assistance to Individuals in the United States. Complete if the organization answered 'Yes' to Form 990, Part IV, line 22. Use Part IV and Schedule 1-1 (Form 990) if add1t1onal space 1s needed.

(a) Type of grant or assistance (b) Number of (c) Amount of (cl) Amount of (e) Method of valuallon (book, (I) Descnpllon of non-cash assistance rec1p1ents cash grant non-cash assistance FMV, appraisal, other)

!IBBlg/•f?upplemental Information. Complete this part to provide the information required 1n P~ne 2, and an~ other additional 1nformat1on.

Pt_I Line 2 ______ The_0~ 3 nization r~~ires_each_q_rant rec.uij.ent to sign a_letter stating ____________________ _

Pt_I Line 2 ______ q_rants will not be used to benefit_an_y dis_gualified eerson. All _grants _____________________ _

Pt_I Line 2 ______ are_made_to u.s._eublic charities._The o~ 3 nization relies upon the------------------------

Pt_I Line 2 ______ the overs~g!l.t_provided b_y United States_and_individual states' rules and--------------------

Pt_I Line 2 ______ re_gulations aeplicable to such_charities ____________________________________________ _

--- -------------------------------------------------------------------------------------

BAA Schedule I (Form 990) 2009

TEEA3902 02/10110

SCHEDULE J (Form 990)

Department of the Treasury Internal Revenue Service

Compensation Information For certain Officers, Directors, Trustees, Key Employees, and Highest

Compensated Employees

.,. Complete if the organization answered 'Yes' to Form 990, Part IV, line 23. .,. Attach to Form 990 . .,. See separate instructions.

OMS No 1545-0047

2009 Open to Public I

Inspection

Donors Capital Fund, Inc I Employer identification number

54-1934032 Name of the organization

I Part I I Questions Regarding Compensation

1 a Check the appropriate box(es) 1f the organization provided any of the following to or for a person listed 1n Form 990, Part VII, Section A, line 1 a. Complete Part Ill to provide any relevant information regarding these items.

~ First-class or charter travel

Travel for companions

Tax indemnif1cat1on and gross-up payments

D1scret1onary spending account ~ Housing allowance or residence for personal use

Payments for business use of personal residence

Health or social club dues or 1nit1ation fees

Personal services (e.g., maid, chauffeur, chef)

Yes No

b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or reimbursement or prov1s1on of all of the expenses descr1bed above? If 'No,' complete Part Ill to explain 1--1-'-'-b1---+---

2 Did the organization require substant1at1on prior to re1mburs1ng or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked 1n line la? ,___2-+---+-~

3 Indicate which, 1f any, of the following the organization uses to establish the compensation of the organization's CEO/Executive Director. Check all that apply.

§ Compensation comm1ttee

Independent compensation consultant

Form 990 of other organizations § Written employment contract

Compensation survey or study

Approval by the board or compensation committee

4 During theJear, did any person listed in Form 990, Part VII, Section A, line la with respect to the filing organization or a relate organization.

a Receive a severance payment or change-of-control payment?

b Part1c1pate in, or receive payment from, a supplemental nonqualif1ed retirement plan?

c Part1c1pate in, or receive payment from, an equity-based compensation arrangement7

If 'Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item 1n Part Ill.

Only section S01(c)(3) and S01(c)(4) organizations must complete lines 5-9.

S For persons listed 1n Form 990, Part VII, Section A, line 1 a, 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 1n Part Ill

6 For persons listed in Form 990, Part VII, Section A, line la, 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 1n Part Ill

7 For person listed in Form 990, Part VII, Section A, line la, did the organization provide any non-fixed payments not described 1n lines 5 and 6? If 'Yes,' describe 1n Part Ill

8 Were any amounts reported 1n Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the initial contract exception described 1n Regs. section 53.4958-4(a)(3)7 If 'Yes,' describe 1n Part Ill

4a x 4b x 4c x

1-1-IJ Sa x Sb x

6a X 6b X

__ __J

7 x

8 x If 'Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations

9 section 53 4958-6(c)7 9

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2009

TEEA4101 02102110

Schedule J (Form 990) 2009 Donors Capital Fund.1. Inc 54-1934032 Pa_g_e 2 Part II I Officers, Directors, Trustees, Kev Employees, and Hi 1f additional space is needed.

For each 1nd1v1dual whose compensation must be reported in Schedule J, report compensation from the organization on row (1) and from related organizations described in the 1nstruct1ons on row (11). Do not list any 1nd1v1duals that are not listed on Form 990, Part VII.

Note. The sum of columns (8)(1)-(111) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line la.

(A) Name

Whitney L Ball

BAA

(B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base

compensation (oi) Bonus and incentive

compensation (m)Other reportable

compensation

(C) Retirement and other deferred compensation

I ~i~r ----163, 31 ~: 1--------- ~: 1--------- ~ ~ ---------~: ro loo~----------~---------~----------~-----------

(D) Nontaxable benefits

0. 0.

ro~----------~---------~----------~----------~----------i (ii)

ro loo~----------~---------~----------~-----------

ro~----------~---------~-----------00

ro~----------~---------~-----------00

ro~----------~---------~-----------00

ro~----------~---------~-----------100 ro loo~- ---~---------~----------~-----------

ro~----------~---------~----------~----------~----------100 ro~----------~---------~----------~----------~----------

100 ro (~~------- --~---------~----------~----------4----------

ro ~~----------~---------~----------~----------~----------

(E) Total of columns (8)(1)-(D)

0. ----------163,314.

(F) Compensation reported 1n prior

Form 990 or Form 990-EZ

0. ----------0.

----------r----------

----------r----------

----------r----------

----------r----------

ro ~~----------~---------~--------------------- ----------+----------r----------

ro loo ~----------~---------~------------------ ----------+----------r----------

ro Im) ~----------~---------~------------------ ----------+----------r----------

TEEA41 02 0210211 0 Schedule J (Form 990) 2009

Form990)2009 Donors Capital Fund, Inc 54-1934032 Page3

Supplemental Information Complete this part to provide the 1nformat1on, explanation, or descriptions required for Part I, lines la, lb, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any add1t1onal information.

BAA Schedule J (Form 990) 2009

TEEA4 l03 06/23/09

SCHEDULE M (Form 990)

Department of the Treasury Internal Revenue Service

Noncash Contributions ... Complete if the organizations answered 'Yes'

on Form 990, Part IV, lines 29 or 30.

... Attach to Form 990.

OMB No 1545-0047

2009

Name of the organ,zallon Employer idenbficat,on number

Inc 54-1934032

(cl) (a)

Check 1f applicable

(b)

Number of Contributions

(c) Revenues reported

on Form 990, Part VIII, line lg

Method of determining revenues

1 Art-Works of art

2 Art-Historical treasures

3 Art-Fractional interests

4 Books and publ1cat1ons

5 Clothing and household goods

6 Cars and other vehicles

7 Boats and planes

8 Intellectual property

9 Securit1es-Publ1cly traded x 4 5 0 167. Av value on date received

10 Securities-Closely held stock

11 Securities-Partnership, LLC, or trust interests

12 Securit1es-M1scellaneous

13 Qual1f1ed conservation contribut1on-Historic structures

14 Qualified conservation contribution-Other

15 Real estate-Res1dent1al

16 Real estate-Commercial

17 Real estate-Other

18 Collectibles

19 Food inventory

20 Drugs and medical supplies

21 Taxidermy

22 Historical artifacts

23 Sc1enllf1c specimens

24 Archeolog1cal artifacts

25 Other ~ ( ______________ _

26 Other ~ ( ______________ _

27 Other ~ ( ______________ _

28 Other ~

29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement L....:2::.:9__._ ___ -,----.---

30a During the year, did the organization receive by contribution any property reported 1n Part I, lines 1 -28 that 1t must hold for at least three years from the date of the in1t1al contribution, and which 1s not required to be used for exempt purposes for the entire holding period?

b If 'Yes,' describe the arrangement 1n 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 1n Part II.

33 If the organization did not report revenues 1n column (c) for a type of property for which column (a) 1s checked,

describe 1n Part II.

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

TEEA4601 02/08/ 10

Schedule M (Form 990) 2009

Schedule M Form 990 2009 Donors Ca i ta! Fund Inc 54-1934032 Page 2

Part II Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33. Also complete this part for any additional 1nformat1on.

----------------------~---------------------------------------------

BAA TEEA4602 07/21/09 Schedule M (Form 990) 2009

SCHEDULE N (Form 990 or 990-EZ)

Department of the Treasury Internal Revenue Service

Liquidation, Termination, Dissolution, or Significant Disposition of Assets Complete if the organization answer 'Yes' to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.

• Attach certified copies of any articles of dissolution, resolutions, or plans. • Attach to Form 990 or 990-EZ.

OMS No 1545-0047

2009 Open to Public

Inspection

Name of the organization I Employer identification number

Donors Capital Fund, Inc 54-1934032 I Part I I Liquidation, Termination, or Dissolution. Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 31, or Form 990-EZ, line 36.

Use Schedule N-1 1f additional space is needed

1 (a) Description of asset(s) (b) Date of (c) Fair market value of (d) Method of (e) EIN of rec1p1ent (f) Name and address of rec1p1ent (g) IRC Code distributed or transaction d1stribut1on asset(s) distributed or determining FMV for section of

expenses paid amount of transaction asset(s) distributed or rec1p1ent(s) (1f expenses transaction expenses tax-exempt) or

type of entity

Yes No 2 Did or will any officer, director, trustee, or key employee of the organization· __J

a Become a director or trustee of a successor or transferee organization? 2a b Become an employee of, or independent contractor for, a successor or transferee organization? 2b c Become a direct or 1nd1rect owner of a successor or transferee organization? 2c d Receive, or become entitled to, compensation or other similar payments as a result of the organization's llqu1dat1on, termination, or d1ssolut1on? 2d e If the organ1zat1on answered 'Yes' to any of the questions in this line, provide the name of the person involved and explain in Part Ill.

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ. TEEA4701 06/25/09 Schedule N (Form 990 or 990-EZ) 2009

------- - -- - --- - --- -- --- - -I Part I I Liquidation, Termination, or Dissolution (continued)

Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B) should equal -0-. Yes No

3 Did the organization distribute its assets 1n accordance with its governing 1nstrument(s)? If 'No,' describe 1n Part Ill 3

4a Did the organization request or receive a determination letter from the IRS that the organization's exempt status was terminated? 4a

b If 'Yes', provide the date of the letter. ~ Attach a copy of the letter and, 1f appl 1cable, the organization's request for the letter _J - ---Sa Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, l1qu1date, or terminate? Sa

b If 'Yes', did the organization provide such notice? Sb

6 Did the organization discharge or pay all l1abil1!1es 1n accordance with state laws? 6 7 a Did the organ1zat1on have any tax-exempt bonds outstanding during the year? 7a

b Did the organization discharge or defease tax-exempt bond hab1l1!1es 1n accordance with the Internal Revenue Code and state laws? 7b

c If 'Yes,' describe 1n Part Ill how the org__an1za!lon defeased or otherw1se_~ettled these l1ab1_lit1es. lf__'_No,' ex_p_la1n in Part Ill.

I Pa~rt II I Sale, Exchange, Disposition, or Other Transfer of More than 25% of the Organization's Assets. Complete this part 1f the organization answered 'Yes' to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Use Schedule N-1 1f add1t1onal space 1s needed

1 (a) Description of asset(s) (b) Date of (c) Fair market value of (d) Method of (e) EIN of rec1p1ent (f) Name and address of rec1p1ent (g) IRC Code distributed or transaction d1stributmn asset(s) distributed or determining FMV for section of

expenses paid amount of transaction asset(s) distributed or rec1p1ent(s) (1f expenses transaction expenses tax-exempt) or

type of entity

See Sch N Part III

Yes No 2 Did or will any officer, director, trustee, or key employee of the organization·

a Become a director or trustee of a successor or transferee organization? 2a x b Become an employee of, or independent contractor for, a successor or transferee organization? 2b x c Become a direct or indirect owner of a successor or transferee organization? 2c x d Receive, or become entitled to, compensation or other s1m1lar payments as a result of the organization's s1gnif1cant d1spos1t1on of assets' 2d x e If the organizat1Qr1 answered 'Yes' to any of the questions 1n this line, provide the name of the person involved and exp_la1n 1n Part Ill.

BAA TEEA4702 01130/10 Schedule N (Form 990 or 990-EZ) 2009

I

ScheduleN Form990or990-EZ)2009 Donors Ca ital Fund Inc 54-1934032 Page 3

Bar.t Ill Supplemental Information. Complete to provide the information required by Part I, lines 2e, 7c; Part II, line 2e; and any add1t1onal information.

Part III Line I ___ THE ORGANIZATION HAD A GREATER_THAN_25%_TRANSFER_OF -------------·

Part III Line I ___ ITS_ASSETS AS A RESULT OF NORMAL OPERATIONS_OF ITS--------------

Part III Line I ___ PRIMARY PROGRAM - _A DONOR ADVISED FUND PROGRAM (SEE -------------·

Part III Line I ___ PART_II.1_LINE_4) ._IN TOTALL THE ORGANIZATION DISTRIBUTED ---------·

Part III Line I ___ CASH_EQUAL T0 _$59L 781L233_AS GRANTS TO PUBLIC CHARITIES. _________ _

Part III Line I ___ A LIST OF THE CASH DISTRIBUTIONS IS_INCLUDED AT SCHEDULE __________ _

Part III Line I ___ I. NO OTHER SALE1 _EXCHANGEL DISPOSITION_OR OTHER ________________ .

Part III Line I ___ TRANSFER_OF MORE THAN_25%_0F THE ORGANIZATION'S ________________ _

Part III Line I ___ ASSETS WAS MADE·-----------------------------------------·

BAA TEEA4703 06/25/09 Schedule N (Form 990 or 990-EZ) 2009

SCHEDULEO (Form 990)

Department of the Treasury Internal Revenue Service

Supplemental Information to Form 990

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information.

• Attach to Form 990.

OMS No 1545-0047

2009 Open to P~blic

Inspection

Donors Caoital Fund. Inc I Employer identification number

54-1934032 Name of the orgarnzat,on

Pt VI-B, Line llA'!'.he return is_reviewed_b_y the org_anization's_audit committee ______ _

Pt VI-B, Line 15 _The or@nization p~s_no col!!Pensation -------------------------·

Pt VI-B, Line 12c The organization requires all officers, directors, and key employees to comply with our Conflict of Interest

Pt VI-B, Line 12c e_olicl'._. These individuals are prohibited from havin<:l_business deal1.n.9s with com_panies affiliated

Pt VI-B, Line 12c with, or act as major customers or SUJ?E_liers of, the or.9anization. Transactions with officials of

Pt VI-B, Line 12c the or_2anization are ades_uate!J controlled and disclosed in the records, and such transactions occur

Pt VI-B, Line 12c only in the normal course of business and are ap:e_roved b_y the Board of Directors ..

Pt VI-C, Line 19 _Not public,07 available.------------------------------------

BAA For Pnvacy Act and paperwork Reduction Act Notice, see the instructions for Form 990. TEEA4901 07/17/09 Schedule O (Form 990) 2009

SCHEDULER (Form 990)

Department of the Treasury Internal Revenue Service

Name of the organization

Donors Cppital Fund 1 Inc

Related Organizations and Unrelated Partnerships • Complete if the organization answered 'Yes' to Form 990, Part IV, lines 33, 34, 35, 36, or 37.

• Attach to Form 990. • See separate instructions.

DMB No 1545-0047

2009 ,~--~-~

Employer Identification number

54-1934032

-!D.i<mtlill! Identification of Disregarded Entities (Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 33.)

t> (B) (C) (D) (E) (F) Name, address, and IN of disregarded entity Primary activity Legal dom1c1le (state Total income End-of-year assets Direct controlling

or foreign country) entity

DCF LLC N/A Hold raw ----------------------------------PO Box 1305, Alexandria 22313 Land MD 14. 799 813. N/A

----------------------------------

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----------------------------------

----------------------------------

----------------------------------Dllll Identification of Re_lated Tax-Exempt Organizations (Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 34 because it had

(A) (B) (C) (D) (E) (F) Name, address, and EIN of related organization Primary act1v1ty Legal dom1c1le (state Exempt Code section Public charity status Direct controlling

or foreign country) (1f section 501 (c)(3)) entity

Donors_Trust,_ Inc._52-2166327 ___________ Grant making 109 North Henry Street, Alexandria VA 22314 orqanization MD 501 (c) (3) 7 N/A

----------------------------------

----------------------------------

----------------------------------

----------------------------------

----------------------------------

----------------------------------BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA5001 02/05/1 0 Schedule R (Form 990) (2009)

ScheduleR(Form990)2009 Donors Capital Fund, Inc 54-1934032 Page2

lhiar.tllll81 Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered 'Yes' to Form 990, Part IV, line 34 oecause 1r naa one or more re,area oroarnzanons rrearea as a oannersn 10 aurina me 1ax vear.J

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) Name, address, and EIN of Primary Act1v1ty Legal Direct Predominant Share of total income Share of end-of-year D1spropor- Code V-UBI General or

related organization dom1c1le controlling entity income (related, assets t1onate amount in box managing (state or unrelated, excluded allocations? 20 of Schedule partner? foreign from tax under K-1

country) sections 512-514) Yes No (Form 1065) Yes No

---------------------------------------------

---------------------------------------------

---------------------------------------------

IDt'aiitllMl lden!ification of Related Organizations Taxable as a Corporation or Trust (Complete 1f the organization answered 'Yes' to Form 990, Part IV,

(A) (B) (C) (D) (E) (F) (G) (H) Name, address, and EIN of related organization Primary Act1v1ty Legal domicile Direct Type of entity Share of total income Share of end-of-year Percentage

(state or foreign controlling entity (C corp, S corp, assets ownership country) or trust)

------------------------------------------------------------------------------------------

------------------------------------------------------------------------------------------

------------------------------------------------------------------------------------------BAA TEEA5002 02105/10 Schedule R (Form 990) (2009)

ScheduleR(Form990)2009 Donors Capital Fund, Inc 54-1934032 Pa_g_e 3

I PartVI Transactions With Related Organizations (Complete 1f the organization answered 'Yes' to Form 990, Part IV, line 34, 35, or 36.)

Note Complete line 1 1f any entity 1s listed in Parts II, Ill, or IV of this schedule Yes No 1 During the tax year did the organization engage 1n any of the following transactions with one or more related organizations listed in Parts II-IV :

-- --

a Receipt of (i) interest (ii) annu1t1es (iii) royalties (iv) rent from a controlled entity la x b Gift, grant, or capital contribution to other orgarnzat1on(s) 1 b x c Gift, grant, or capital contribution from other orgarnzation(s) le x d Loans or loan guarantees to or for other orgarnzat1on(s) ld x e Loans or loan guarantees by other orgarnzat1on(s) le x

-- -- _J f Sale of assets to other orgarnzat1on(s) 1f x g Purchase of assets from other orgarnzat1on(s) 1 Cl x h Exchange of assets lh x i Lease of fac11it1es, equipment, or other assets to other orgarnzat1on(s) 1 i x

-- -- _J j Lease of fac11it1es. equipment. or other assets from other orgarnzat1on(s) 1 i x k Performance of services or membership or fundra1smg solic1tat1ons for other orgarnzat1on(s) lk x I Performance of services or membership or fundra1smg solic1tat1ons by other orgarnzat1on(s) 11 x m Sharing of fac1l1t1es. equipment, mailing lists, or other assets lm x n Sharing of paid employees ln x

-- -- --o Reimbursement paid to other organization for expenses lo x p Reimbursement paid by other organization for expenses lp x

-- -- __j

q Other transfer of cash or property to other orgarnzat1on(s) lei x r Other transfer of cash or pro~ert:t from other orgarnzat1on(s) lr x

-(A) (B) (C)

Name of other organization Transaction Amount involved type (a-r)

en Donors Trust Inc b 1,800,000.

~) Donors Trust Inc 1 620,820.

(~ Donors Trust Inc. m 0.

(4)

(5)

(6) BAA TEEA5003 02/05/10 Schedule R (Form 990) (2009)

Schedule R (Form 990) 2009 Donors Capital Fund, Inc 54-1934032 Pa_g_e 4

!BPI•/ Unrelated Organizations Taxable as a Partnership (Complete 1f the organization answered 'Yes' to Farm 990, Part IV, line 37 .)

Provide the following 1nformat1on for each entity taxed as a partnership through which the organization conducted more than five percent of its act1v1t1es (measured by total asset or gross revenue) that was not a related organization. See Instructions regarding exclusion for certain investment partnerships.

BAA

(A) I (B) I (C) (D) (E) (F) (G) Name, address, and EIN of entity Primary activity Legal dom1c1le Are all partners Share of end-of-year D1spropor- Code V-UBI amount

(state or foreign section assets t1onate in box 20 of country) 501(c)(3) allocations? Schedule K-1

organizations? Form (1065) Yes No Yes No

(H) General or managing partner?

Yes No

TEEA5004 02105/10 Schedule R (Form 990) (2009)

Donors Capital Fund, Inc 54-1934032

Supporting Statement of:

Form 990 p 9/Gross Basis Amount

Description Amount

Book cost of marketable securities sold 4,118,724.

Total 4,118,724.

Supporting Statement of:

Form 990 p 9/Line 3 Column C

Description Amount

UBTI from Caxton Select LLC -60,332.

Total -60,332.

Supporting Statement of:

Form 990 p 9/Noncash

Description Amount

Contributed marketable securities 520,167.

Total 520,167.

Supporting Statement of:

Form 990 p 9/Sales of Securities

Description Amount

Proceeds from sale marketable securities 3,820,207.

Total 3,820,207.

Supporting Statement of:

Form 990 p 10/Line 1 col (B)

Description Amount

Cash grants 59,781,233.

Total 59,781,233.

Donors Capital Fund, Inc 54-1934032 2

Supporting Statement of:

Form 990 p 10/Line llc col (C)

Description Amount

Audit fees 14,198. Tax return preparation fees 3,243.

Total 17,441.

Supporting Statement of:

Form 990 p 10/Line 24 col (C)-1

Description Amount

Tax benefit (recovery p/y tax accrual) -6,362. Corporate filing fees 40.

Total -6,322.

Supporting Statement of:

Form 990 p 11/Line 11, column (A)

Description Amount

Publicly traded marketable securities FMV 14,516,679.

Total 14,516,679.

Supporting Statement of:

Form 990 p 11/Line 17, column (A)

Description Amount

Unrelated business income tax payable 112,000.

Total 112,000.

Supporting Statement of:

Sch D, page 4/Part XI, Line 7

Description Amount

Auditor's adjustment to previous year grants 2,996.

Donors Capital Fund, Inc 54-1934032 3

Continued Supporting Statement of:

Sch D, page 4/Part XI, Line 7

Description Amount

Auditor's adjustment to prior year contributions -5,000.

Total -2,004.

Donors Capital Fund, Inc 54-1934032

Schedule O (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part Ill, Line 1 (continued)

Briefly describe the organization's m1ss1on: health, environment, economics, governance, foreign relations, and arts and culture;and which encourage philanthropy

and individual giving and responsibility as an answer to society's needs, as opposed to governmental involvement.

Form 990, Page 6, Line 17 States Form 990 Filed In

Connecticut Florida Illinois New York Tennessee Virginia Washington New York

. Donors Capital, Inc. Form 990 - 2009 Grants EIN: 52-1934032 Sch A Part I - Line 1.h

(i) Name (ii) EIN (iii) Type (iv) Listed (v) Notification (vi)US? (vii) Amount

Accuracy m Media 23-7135837 7 No Yes Yes $ 2,000

Acton Institute 38-2926822 7 No Yes Yes 501,646

Advocates for Self-Government 77-0099744 7 No Yes Yes 50,000

Agudath Israel of llhno1s 36-3529801 7 No Yes Yes 25,000

Alabama Polley Institute 63-0809568 7 No Yes Yes 170,000

Alaska Polley Forum 26-4380206 7 No Yes Yes 50,000

Alliance Defense Fund 54-1660459 7 No Yes Yes 2,500

American Conservative Union Foundation 52-1294680 7 No Yes Yes 3,000

American Council of Trustees and Alumni 52-1870003 7 No Yes Yes 400,000

American Council on Science & Health 13-2911127 7 No Yes Yes 7,500

American Dream Coalition 41-2093676 7 No Yes Yes 75,000

American Enterprise Institute 53-0218495 7 No Yes Yes 2,706,750

American Islamic Congress 06-1634525 7 No Yes Yes 25,000

American Leg1slat1ve Exchange Council 52-0140979 7 No Yes Yes 8,000

American Ma1ority 26-1501154 7 No Yes Yes 1,710,000

Americans for Limited Government Research 52-2020468 7 No Yes Yes 2,250,000

Americans for Prosperity Foundation 52-1527294 7 No Yes Yes 1,088,000

Americans United For Life 36-3906065 7 No Yes Yes 31,000

Americares Foundation, Inc 06-1008595 7 No Yes Yes 2,000

America's Future Foundation 52-1928321 7 No Yes Yes 70,000

Arkansas Polley Foundation 71-0771091 7 No Yes Yes 10,000

Atlas Economic Research Foundation 94-2763845 7 No Yes Yes (6,000)

Ayn Rand Institute 22-2570926 7 No Yes Yes 25,000

Bar-llan University 13-6192275 7 No Yes Yes 250,000

Beacon H1ll lnst1tute for Public Polley R 04-2133255 2 No Yes Yes 28,500

8111 of Rights Institute 48-0891418 7 No Yes Yes 3,500

Bluegrass Institute for Public Polley Sol 11-3691843 2 No Yes Yes 230,000

Boston College 04-2103545 7 No Yes Yes 25,000

Buckeye Institute for Public Polley Solut 31-1278593 7 No Yes Yes 502,000

Caesar Rodney Institute 26-2176691 7 No Yes Yes 177,500

Campus Crusade for Christ 95-6006173 7 No Yes Yes 3,000

Capital Research Center 52-1289734 7 No Yes Yes 5,500

Cascade Polley Institute 93-1045925 7 No Yes Yes 423,000

Catholic Diocese of Orlando 59-1215378 7 No Yes Yes 25,000

Cato Institute 23-7432162 7 No Yes Yes 82,500

Center for Competitive Politics 20-3676886 7 No Yes Yes 790,000

Center for Education Reform 52-1847187 7 No Yes Yes 1,000

Center for Government Reform 26-0877115 7 No Yes Yes 120,750

Center for Independent Thought 52-0945376 7 No Yes Yes 100,000

Center for lnd1v1dual Rights 52-1600481 7 No Yes Yes 317,000

Center for the Study of Carbon D1ox1de & Global C 86-0902777 7 No Yes Yes 29,400

CERGE-EI Foundation 25-1725738 7 No Yes Yes 590,000

Children's Scholarship Fund 13-4002189 7 No Yes Yes 100,000

Christian Foundation for Children and Aging 43-1243999 7 No Yes Yes 2,000

C1t1zen Outreach Foundation 94-3178977 7 No Yes Yes 82,500

C1t1zens for Responsible Government Foundation, 68-0626635 7 No Yes Yes 10,000

C1t1zens m Charge Foundation 13-4070270 7 No Yes Yes 350,000

C1v1I War Preservation Trust 54-1426643 2 No Yes Yes 20,000

Clare Boothe Luce Polley Institute 54-1672138 7 No Yes Yes 2,000

Claremont Institute 95-3443202 7 No Yes Yes 41,814

Clarion Fund 20-5845679 7 No Yes Yes 75,000

Commentary, Inc 13-3610041 7 No Yes Yes 10,000

Committee for a Constructive Tomorrow 52-1462893 2 No Yes Yes 35,000

Commonwealth Foundation for Public Polley Altern 23-2473845 7 No Yes Yes 340,000

Sch A Part I - Line 1.h Page 1 of 4

. Donors Capital, Inc. Form 990 - 2009 Grants EIN: 52-1934032 Sch A Part I - Line 1.h

(i)Name (ii) EIN (iii) Type (iv) Listed (v) Notification (vi)US? (vii) Amount

Competitive Enterpnse Institute 52-1351785 7 No Yes Yes 235,527

Cornell University 15-0532082 7 No Yes Yes 35,000

Cumberland College 61-0470593 7 No Yes Yes 10,000

Dallas Arboretum and Botanicle Society, Inc 23-7375815 7 No Yes Yes 50,000

David Horowitz Freedom Center 95-4194642 7 No Yes Yes 5,000

Donors Trust 52-2166327 7 No Yes Yes 1,800,000

Drexel University 2 No Yes Yes 14,250

Duke University 56-0532129 7 No Yes Yes 25,000

Emory University 58-0566256 7 No Yes Yes 25,000

Ethan Allen Institute 22-3092292 7 No Yes Yes 63,500

Evergreen Freedom Foundation 94-3136961 7 Yes Yes Yes 367,072

Family Research Council 52-1792772 2 No Yes Yes 146,000

Federalist Society 36-3235550 7 No Yes Yes 1,260,321

FIRE 04-3467254 7 No Yes Yes 1,073,000

Flint Hills Center for Public Polley 23-7047821 2 No Yes Yes 213,000

Florida Family Resource Center, Inc 20-2927044 7 No Yes Yes 5,000

Foundation Endowment 52-1257688 7 No Yes Yes 2,000

Foundation for Economic Education 13-6006960 7 No Yes Yes 100,000

Foundation for Ethics in Public Service 26-4505542 7 No Yes Yes 80,000

Foundation for Free Expression 33-0836794 7 No Yes Yes 75,000

Foundation for Jewish Camping, Inc 22-3551013 7 No Yes Yes 10,000,000

Foundation for Teaching Economics 51-0183347 7 No Yes Yes 5,000

Franklin Center 26-4066298 7 No Yes Yes 2,245,500

Free State Foundation 74-3160646 7 No Yes Yes 65,000

Free To Choose Network, Inc 52-1455677 7 No Yes Yes 393,607

Freedom Foundation of MN 36-4592698 7 No Yes Yes 245,000

Freedom Works Foundation 52-1526916 7 No Yes Yes 6,000

Friends of Israel Center for Social & Economic Pro, 13-3129249 7 No Yes Yes 80,000

Friends of the Dallas Public Library, Inc 75-2033106 7 No Yes Yes 20,000

Fund for American Studies 13-6223604 7 No Yes Yes 59,871

Galen Institute 54-1770524 7 No Yes Yes 240,000

Georgetown University 53-0196603 7 No Yes Yes 25,000

Georgia Public Polley Foundation 58-1943161 7 No Yes Yes 205,000

Global Fund for Children 56-1834887 7 No Yes Yes 10,000

GMU Foundation 54-1603842 7 No Yes Yes 350,000

Goldwater Institute 86-0597661 7 No Yes Yes 665,462

Grassroot Institute of Hawa11 99-0354937 7 No Yes Yes 247,500

Greenwich Land Trust 06-0950851 7 No Yes Yes 2,000

Harvard University 53-0199180 2 No Yes Yes 25,000

Heartland Institute 36-3309812 7 No Yes Yes 2,171,530

Heritage Foundation 23-7327730 7 No Yes Yes 9,000

Highland Park Presbyterian Church 7 No Yes Yes 1,052,000

Hillsdale College 38-1374230 7 No Yes Yes 10,000

Hoover Institution-Stanford University 94-1156365 7 No Yes Yes 1,000

Human Rights Foundation 20-2669700 7 No Yes Yes 75,000

Illinois Polley Institute 41-2057028 7 No Yes Yes 387,500

Independence Institute 84-0990300 7 No Yes Yes 485,000

Indiana Polley Review Foundation 35-1758480 7 No Yes Yes 10,000

Institute for Humane Studies 94-1623852 7 No Yes Yes 2,500

Institute for Justice 52-1744337 2 No Yes Yes 137,500

Institute for Truth in Accounting 35-2185292 7 No Yes Yes 20,500

Institute on Religion & Democracy 52-1265221 7 No Yes Yes 250,000

Intercollegiate Studies Institute 23-6050131 7 No Yes Yes 1,000

James Madison Institute for Public Polley 59-2811908 2 No Yes Yes 158,000

Sch A Part I - Line 1.h Page 2 of 4

. Donors Capital, Inc. Form 990 - 2009 Grants EIN: 52-1934032 Sch A Part I - Line 1.h

(i) Name (ii)EIN (iii)Type (iv) Listed (v) Notification (vi) US? (vii) Amount

Jerusalem Institute for Market Studies 20-0105601 2 No Yes Yes 20,000

John K Maciver Institute for Public Polley 26-2639114 7 No Yes Yes 250,000

John Locke Foundation 56-1656943 7 No Yes Yes 390,600

Josiah Bartlett Center for Public Polley 22-3235650 7 No Yes Yes 221,764

Kansas Polley Institute 23-7047821 7 No Yes Yes 39,500

Leadership Institute 51-0235174 7 No Yes Yes 17,500

Lee-Fendall House Museum 54-6076244 7 No Yes Yes 10,000

Liberty Legal Institute 75-1403169 7 No Yes Yes 125,000

Life for Kids 59-2933541 7 No Yes Yes 1,500

Lincoln Institute of Public Opinion Research 25-1704705 7 No Yes Yes 15,000

Lucy Bums Institute 20-8036372 7 No Yes Yes 342,500

Maciver Institute 7 No Yes Yes 67,000

Mackinac Center for Public Polley 38-2701547 7 No Yes Yes 910,000

Mame Heritage Polley Center 22-3888250 7 No Yes Yes 671,200

Manhattan Institute For Polley Research 13-2912529 7 No Yes Yes 183,475

Maryland Public Polley Institute 52-2199055 7 No Yes Yes 165,000

Media Research Center 54-1429009 7 No Yes Yes 12,500

Mercatus Center, GMU 54-1436224 7 No Yes Yes 3,500

Middle East Forum 23-7749796 7 No Yes Yes 1,200,000

Midland Young Life Building Foundation 75-2828138 7 No Yes Yes 5,000

M1ss1ss1pp1 Center for Public Polley 64-0797905 2 No Yes Yes 167,000

Montana Polley Institute 20-2591461 7 No Yes Yes 226,933

Mountain States Legal Foundation 84-0736725 7 No Yes Yes 2,000

Moving Picture Institute 20-3237801 7 No Yes Yes 105,000

Mt Vernon Ladies Assoc1a!lon 54-0564701 7 No Yes Yes 5,000

Music M1ss1on Kiev 59-3278168 7 No Yes Yes 15,000

National Center for Polley Analysis 75-1804932 7 No Yes Yes 277,000

National Coal1t1on for the Protection of Children anc 31-1124644 7 No Yes Yes 175,000

National Legal & Polley Center 52-1750188 7 No Yes Yes 2,000

National Right to Work Foundation 59-1588825 2 No Yes Yes 30,000

National Tax L1m1tat1on Foundation 51-0208455 7 No Yes Yes 300,000

National Taxpayers Union Foundation 52-1122883 7 No Yes Yes 17,500

Nevada Polley Research Institute 88-0276314 7 No Yes Yes 388,727

NFIB Legal Foundation 62-1570449 7 No Yes Yes 7,500

North Dakota Polley Council 20-8862761 7 No Yes Yes 142,500

Northwestern University School of Law 7 No Yes Yes 400,000

Ocean State Polley Research Institute 26-0731822 7 No Yes Yes 189,283

Oklahoma Council of Public Affairs 73-1436375 7 No Yes Yes 132,282

One Nation Under God Foundation 35-2176192 7 No Yes Yes 100,000

Outreach Foundation of the Presbyterian Church (l 58-1375506 7 No Yes Yes 10,000

Pacific Legal Foundation 94-2197343 7 No Yes Yes 7,000

Pacific Research Institute for Public Policy 94-2528433 7 No Yes Yes 550,000

Palmer R Ch1tester Fund 52-1455677 7 No Yes Yes 984,470

Partners Relief and Development 22-3786806 7 No Yes Yes 10,000

Pelican Institute for Public Polley 26-1704791 7 No Yes Yes 305,000

Philanthropy Roundtable 13-2943020 7 No Yes Yes 410,794

Pioneer Institute for Public Polley Research 22-2632081 7 No Yes Yes 85,000

Platte Institute for Economic Research 20-8809060 7 No Yes Yes 180,910

Polwarth Ministries 51-0558527 7 No Yes Yes 2,000

Prometheus Institute 20-3558542 7 No Yes Yes 125,000

Public Interest Institute 42-1347192 2 No Yes Yes 92,000

Public Polley Foundation of West V1rgm1a 20-5955827 7 No Yes Yes

Public Service Research Foundation 58-1442675 7 No Yes Yes 28,000

Reason Foundation 95-3298239 7 No Yes Yes 76,930

Sch A Part I - Line 1.h Page 3 of 4

. Donors Capital, Inc. Form 990 - 2009 Grants Sch A Part I - Line 1.h

(i) Name (ii) EIN (iii) Type (iv) Listed (v) Notification

Rhodes College 62-0476301 7 No Yes

Rio Grande Foundation 85-0468446 7 No Yes

Russian-American Christian University 52-1930894 7 No Yes

Salvation Army - Orlando Area Command 22-2406433 7 No Yes

Sam Adams Alliance 20-5792227 7 No Yes

SCRG Foundation 20-3128872 7 No Yes

Security Research Associates, Inc 74-2209420 7 No Yes

Shimer College 36-2167921 7 No Yes

Show Me Institute 20-1957878 7 No Yes

Sky Ranch Foundation 75-2147444 7 No Yes

South Carolina Policy Council 57-0835744 7 No Yes

St Johnsbury Athenaeum 03-0183005 7 No Yes

St Matthew Catholic School 53-0196617 7 No Yes

State Policy Network 57-0952531 7 No Yes

Stewards of the Range, Inc 82-0472269 7 No Yes

Student Government Affairs Program 65-0348492 7 No Yes

StudentNewsDally com 05-0611977 7 No Yes

Students for Liberty 94-3435899 7 No Yes

Sutherland Institute 87-0531727 7 No Yes

Taxpayers for Common Sense 52-1941122 2 No Yes

Teen F LOW Youth Ministries 75-2899609 7 No Yes

Tennessee Center for Policy Research 20-1808567 7 No Yes

Texas Public Polley Foundation 74-2524057 7 No Yes

Texas Watchdog 26-3057133 7 No Yes

Thomas Jefferson Institute 51-0280185 7 No Yes

Tolson Group 35-2244262 7 No Yes

University of Chicago 36-2177139 7 No Yes

University of Notre Dame 35-0868188 7 No Yes

University of Texas - Austin 74-6000203 7 No Yes

University of Virginia Foundation 54-1682176 2 No Yes

US English Foundation 52-1524976 7 No Yes

Villanova University 23-1352688 7 No Yes

V1rg1nia Institute for Public Polley 54-1870848 7 No Yes

Washington Legal Foundation 52-1071570 7 No Yes

Washington Polley Center 91-1752769 7 No Yes

World Journalism Institute 7 No Yes

Wyoming Liberty Group 26-2828115 7 No Yes

Yankee Institute 52-1358144 7 No Yes

Young America's Foundation 23-7042029 2 No Yes

Young Life 84-0385934 2 No Yes

TOTAL SUPPORT

EIN: 52-1934032

(vi)US? (vii) Amount

Yes 25,000

Yes 122,500

Yes 100,000

Yes 10,000

Yes 3,214,500

Yes 100,000

Yes 110,000

Yes 50,000

Yes 235,000

Yes 10,000

Yes 660,000

Yes 5,000

Yes 10,000

Yes 2,570,047

Yes 2,000

Yes 7,500

Yes 20,000

Yes 27,500

Yes 100,000

Yes 12,500

Yes 4,500

Yes 345,000

Yes 920,000

Yes 275,000

Yes 94,450

Yes 10,000

Yes 50,000

Yes 25,000

Yes 25,000

Yes 25,000

Yes 10,000

Yes 25,000

Yes 200,000

Yes 2,000

Yes 180,000

Yes 56,000

Yes 240,000

Yes 313,817

Yes 164,000

Yes 550

$ 59,781,233

Sch A Part I - Line 1.h Page 4 of 4

- ---

· Donors Capital, Inc. Form 990 - 2009 Grants EIN: 52-1934032 Sch A Part I - Line 1.h

(i) Name (ii) EIN (iii)Type (iv) Listed (v) Notification (vi) US? (vii) Amount

Accuracy in Media 23-7135837 7 No Yes Yes $ 2,000

Acton Institute 38-2926822 7 No Yes Yes 501,646

Advocates for Self-Government 77-0099744 7 No Yes Yes 50,000

Agudath Israel of llhno1s 36-3529801 7 No Yes Yes 25,000

Alabama Policy Institute 63-0809568 7 No Yes Yes 170,000

Alaska Pohcy Forum 26-4380206 7 No Yes Yes 50,000

Alliance Defense Fund 54-1660459 7 No Yes Yes 2,500

American Conservative Union Foundation 52-1294680 7 No Yes Yes 3,000

American Council of Trustees and Alumni 52-1870003 7 No Yes Yes 400,000

American Council on Science & Health 13-2911127 7 No Yes Yes 7,500

American Dream Coaht1on 41-2093676 7 No Yes Yes 75,000

American Enterprrse Institute 53-0218495 7 No Yes Yes 2,706,750

American Islamic Congress 06-1634525 7 No Yes Yes 25,000

American Leg1slatlve Exchange Council 52-0140979 7 No Yes Yes 8,000

American MaJority 26-1501154 7 No Yes Yes 1,710,000

Americans for L1m1ted Government Research 52-2020468 7 No Yes Yes 2,250,000

Americans for Prosperity Foundation 52-1527294 7 No Yes Yes 1,088,000

Americans United For Life 36-3906065 7 No Yes Yes 31,000

Americares Foundation, Inc 06-1008595 7 No Yes Yes 2,000

America's Future Foundation 52-1928321 7 No Yes Yes 70,000

Arkansas Pohcy Foundation 71-0771091 7 No Yes Yes 10,000

Atlas Economic Research Foundation 94-2763845 7 No Yes Yes (6,000)

Ayn Rand Institute 22-2570926 7 No Yes Yes 25,000

Bar-llan University 13-6192275 7 No Yes Yes 250,000

Beacon H1ll lnst1tute for Public Polley R 04-2133255 2 No Yes Yes 28,500

8111 of Rights Institute 48-0891418 7 No Yes Yes 3,500

Bluegrass Institute for Public Polley Sol 11-3691843 2 No Yes Yes 230,000

Boston College 04-2103545 7 No Yes Yes 25,000

Buckeye Institute for Public Polley Solut 31-1278593 7 No Yes Yes 502,000

Caesar Rodney Institute 26-2176691 7 No Yes Yes 177,500

Campus Crusade for Chnst 95-6006173 7 No Yes Yes 3,000

Capital Research Center 52-1289734 7 No Yes Yes 5,500

Cascade Polley Institute 93-1045925 7 No Yes Yes 423,000

Catholic Diocese of Orlando 59-1215378 7 No Yes Yes 25,000

Cato Institute 23-7432162 7 No Yes Yes 82,500

Center for Compet1t1ve Politics 20-3676886 7 No Yes Yes 790,000

Center for Education Reform 52-1847187 7 No Yes Yes 1,000

Center for Government Reform 26-0877115 7 No Yes Yes 120,750

Center for Independent Thought 52-0945376 7 No Yes Yes 100,000

Center for lnd1v1dual Rights 52-1600481 7 No Yes Yes 317,000

Center for the Study of Carbon D1ox1de & Global C 86-0902777 7 No Yes Yes 29,400

CERGE-EI Foundation 25-1725738 7 No Yes Yes 590,000

Children's Scholarship Fund 13-4002189 7 No Yes Yes 100,000

Chnst1an Foundation for Children and Aging 43-1243999 7 No Yes Yes 2,000

C1t1zen Outreach Foundation 94-3178977 7 No Yes Yes 82,500

C1t1zens for Responsible Government Foundation, 68-0626635 7 No Yes Yes 10,000

C1t1zens in Charge Foundation 13-4070270 7 No Yes Yes 350,000

C1v1I War Preservatron Trust 54-1426643 2 No Yes Yes 20,000

Clare Boothe Luce Polley Institute 54-1672138 7 No Yes Yes 2,000

Claremont Institute 95-3443202 7 No Yes Yes 41,814

Clarion Fund 20-5845679 7 No Yes Yes 75,000

Commentary, Inc 13-3610041 7 No Yes Yes 10,000

Committee for a Constructive Tomorrow 52-1462893 2 No Yes Yes 35,000

Commonwealth Foundation for Public Polley Altern 23-2473845 7 No Yes Yes 340,000

Sch A Part I - Line 1.h Page 1 of 4

· Donors Capital, Inc. Form 990 - 2009 Grants EIN: 52-1934032 Sch A Part I - Line 1.h

(i)Name (ii) EIN (iii)Type (iv) Listed (v) Notification (vi) US? (vii) Amount

Competitive Enterpnse Institute 52-1351785 7 No Yes Yes 235,527

Cornell University 15-0532082 7 No Yes Yes 35,000

Cumberland College 61-0470593 7 No Yes Yes 10,000

Dallas Arboretum and Botanicle Society, Inc 23-7375815 7 No Yes Yes 50,000

David Horowitz Freedom Center 95-4194642 7 No Yes Yes 5,000

Donors Trust 52·2166327 7 No Yes Yes 1,800,000

Drexel University 2 No Yes Yes 14,250

Duke University 56-0532129 7 No Yes Yes 25,000

Emory University 58-0566256 7 No Yes Yes 25,000

Ethan Allen Institute 22-3092292 7 No Yes Yes 63,500

Evergreen Freedom Foundation 94-3136961 7 Yes Yes Yes 367,072

Family Research Council 52-1792772 2 No Yes Yes 146,000

Federalist Society 36-3235550 7 No Yes Yes 1,260,321

FIRE 04-3467254 7 No Yes Yes 1,073,000

Fhnt Hills Center for Pubhc Pohcy 23-7047821 2 No Yes Yes 213,000

Florida Family Resource Center, Inc 20-2927044 7 No Yes Yes 5,000

Foundation Endowment 52-1257688 7 No Yes Yes 2,000

Foundation for Economic Education 13-6006960 7 No Yes Yes 100,000

Foundation for Ethics in Pubhc Service 26-4505542 7 No Yes Yes 80,000

Foundation for Free Expression 33-0836794 7 No Yes Yes 75,000

Foundation for Jewish Camping, Inc 22-3551013 7 No Yes Yes 10,000,000

Foundation for Teaching Economics 51-0183347 7 No Yes Yes 5,000

Franklin Center 26-4066298 7 No Yes Yes 2,245,500

Free State Foundation 74-3160646 7 No Yes Yes 65,000

Free To Choose Network, Inc 52-1455677 7 No Yes Yes 393,607

Freedom Foundation of MN 36-4592698 7 No Yes Yes 245,000

Freedom Works Foundation 52-1526916 7 No Yes Yes 6,000

Friends of Israel Center for Social & Economic Pro, 13-3129249 7 No Yes Yes 80,000

Friends of the Dallas Pubhc Library, Inc 75-2033106 7 No Yes Yes 20,000

Fund for American Studies 13-6223604 7 No Yes Yes 59,871

Galen Institute 54-1770524 7 No Yes Yes 240,000

Georgetown University 53-0196603 7 No Yes Yes 25,000

Georgia Pubhc Pohcy Foundation 58-1943161 7 No Yes Yes 205,000

Global Fund for Children 56-1834887 7 No Yes Yes 10,000

GMU Foundation 54-1603842 7 No Yes Yes 350,000

Goldwater Institute 86-0597661 7 No Yes Yes 665,462

Grassroot Institute of Hawa11 99-0354937 7 No Yes Yes 247,500

Greenwich Land Trust 06-0950851 7 No Yes Yes 2,000

Harvard University 53-0199180 2 No Yes Yes 25,000

Heartland Institute 36-3309812 7 No Yes Yes 2,171,530

Heritage Foundation 23-7327730 7 No Yes Yes 9,000

Highland Park Presbyterian Church 7 No Yes Yes 1,052,000

Hillsdale College 38-1374230 7 No Yes Yes 10,000

Hoover Institution-Stanford University 94-1156365 7 No Yes Yes 1,000

Human Rights Foundation 20-2669700 7 No Yes Yes 75,000

Illinois Pohcy Institute 41-2057028 7 No Yes Yes 387,500

Independence Institute 84-0990300 7 No Yes Yes 485,000

Indiana Pohcy Review Foundation 35-1758480 7 No Yes Yes 10,000

Institute for Humane Studies 94-1623852 7 No Yes Yes 2,500

Institute for Justice 52-1744337 2 No Yes Yes 137,500

Institute for Truth 1n Accounting 35-2185292 7 No Yes Yes 20,500

Institute on Rehg1on & Democracy 52-1265221 7 No Yes Yes 250,000

Intercollegiate Studies Institute 23-6050131 7 No Yes Yes 1,000

James Madison Institute for Pubhc Pohcy 59-2811908 2 No Yes Yes 158,000

Sch A Part I - Line 1.h Page 2 of 4

. Donors Capital, Inc. Form 990 - 2009 Grants EIN: 52-1934032 Sch A Part I - Line 1.h

(i) Name (ii) EIN (iii)Type (iv) Listed (v) Notification (vi) US? (vii) Amount

Jerusalem Institute for Market Studies 20-0105601 2 No Yes Yes 20,000

John K Maciver Institute for Public Polley 26-2639114 7 No Yes Yes 250,000

John Locke Foundation 56-1656943 7 No Yes Yes 390,600

Josiah Bartlett Center for Public Polley 22-3235650 7 No Yes Yes 221,764

Kansas Polley Institute 23-7047821 7 No Yes Yes 39,500

Leadership Institute 51-0235174 7 No Yes Yes 17,500

Lee-Fendall House Museum 54-6076244 7 No Yes Yes 10,000

Liberty Legal Institute 75-1403169 7 No Yes Yes 125,000

Life for Kids 59-2933541 7 No Yes Yes 1,500

Lincoln Institute of Public Opinion Research 25-1704705 7 No Yes Yes 15,000

Lucy Burns Institute 20-8036372 7 No Yes Yes 342,500

Maciver Institute 7 No Yes Yes 67,000

Mackinac Center for Public Polley 38-2701547 7 No Yes Yes 910,000

Maine Hentage Polley Center 22-3888250 7 No Yes Yes 671,200

Manhattan Institute For Polley Research 13-2912529 7 No Yes Yes 183,475

Maryland Public Polley Institute 52-2199055 7 No Yes Yes 165,000

Media Research Center 54-1429009 7 No Yes Yes 12,500

Mercatus Center, GMU 54-1436224 7 No Yes Yes 3,500

Middle East Forum 23-7749796 7 No Yes Yes 1,200,000

Midland Young Life Building Foundation 75-2828138 7 No Yes Yes 5,000

M1ss1ss1pp1 Center for Public Polley 64-0797905 2 No Yes Yes 167,000

Montana Polley Institute 20-2591461 7 No Yes Yes 226,933

Mountain States Legal Foundation 84-0736725 7 No Yes Yes 2,000

Moving Picture Institute 20-3237801 7 No Yes Yes 105,000

Mt Vernon Ladies Assoc1at1on 54-0564701 7 No Yes Yes 5,000

Music M1ss1on Kiev 59-3278168 7 No Yes Yes 15,000

National Center for Polley Analysis 75-1804932 7 No Yes Yes 277,000

National Coalition for the Protection of Children am 31-1124644 7 No Yes Yes 175,000

National Legal & Polley Center 52-1750188 7 No Yes Yes 2,000

National Right to Work Foundation 59-1588825 2 No Yes Yes 30,000

National Tax L1m1tat1on Foundation 51-0208455 7 No Yes Yes 300,000

National Taxpayers Union Foundation 52-1122883 7 No Yes Yes 17,500

Nevada Policy Research Institute 88-0276314 7 No Yes Yes 388,727

NFIB Legal Foundation 62-1570449 7 No Yes Yes 7,500

North Dakota Polley Council 20-8862761 7 No Yes Yes 142,500

Northwestern University School of Law 7 No Yes Yes 400,000

Ocean State Polley Research Institute 26-0731822 7 No Yes Yes 189,283

Oklahoma Council of Public Affairs 73-1436375 7 No Yes Yes 132,282

One Nation Under God Foundation 35-2176192 7 No Yes Yes 100,000

Outreach Foundation of the Presbyterian Church (I 58-1375506 7 No Yes Yes 10,000

Pacific Legal Foundation 94-2197343 7 No Yes Yes 7,000

Pacific Research Institute for Public Policy 94-2528433 7 No Yes Yes 550,000

Palmer R Ch1tester Fund 52-1455677 7 No Yes Yes 984,470

Partners Relief and Development 22-3786806 7 No Yes Yes 10,000

Pelican Institute for Public Polley 26-1704791 7 No Yes Yes 305,000

Philanthropy Roundtable 13-2943020 7 No Yes Yes 410,794

Pioneer Institute for Public Polley Research 22-2632081 7 No Yes Yes 85,000

Platte Institute for Economic Research 20-8809060 7 No Yes Yes 180,910

Polwarth Min1stnes 51-0558527 7 No Yes Yes 2,000

Prometheus Institute 20-3558542 7 No Yes Yes 125,000

Public Interest Institute 42-1347192 2 No Yes Yes 92,000

Public Polley Foundation of West Virginia 20-5955827 7 No Yes Yes

Public Service Research Foundation 58-1442675 7 No Yes Yes 28,000

Reason Foundation 95-3298239 7 No Yes Yes 76,930

Sch A Part I - Line 1.h Page 3 of 4

· Donors Capital, Inc.

(i)Name

Rhodes College

Rio Grande Foundation

Russ1an-Arnencan Christian University

Salvation Army - Orlando Area Command

Sam Adams Alliance

SCRG Foundation

Security Research Associates, Inc

Shimer College

Show Me Institute

Sky Ranch Foundation

South Carohna Policy Council

St Johnsbury Athenaeum

St Matthew Catholic School

State Polley Network

Stewards of the Range, Inc

Student Government Affairs Program

StudentNewsDa1ly com

Students for Liberty

Sutherland Institute

Taxpayers for Common Sense

Teen FLOW Youth Ministries

Tennessee Center for Polley Research

Texas Public Polley Foundation

Texas Watchdog

Thomas Jefferson Institute

Tolson Group

University of Chicago

University of Notre Dame

University of Texas - Austin

University of V1rg1nia Foundation

US English Foundation

Villanova University

V1rg1nia Institute for Pubhc Polley

Washington Legal Foundation

Washington Polley Center

World Journalism Institute

Wyoming Liberty Group

Yankee Institute

Young America's Foundation

Young Life

Form 990 - 2009 Grants Sch A Part I - Line 1.h

(ii) EIN (iii) Type (iv) Listed (v) Notification

62-0476301 7 No Yes

85-0468446 7 No Yes

52-1930894 7 No Yes

22-2406433 7 No Yes

20-5792227 7 No Yes

20-3128872 7 No Yes

74-2209420 7 No Yes

36-2167921 7 No Yes

20-1957878 7 No Yes

75-2147444 7 No Yes

57-0835744 7 No Yes

03-0183005 7 No Yes

53-0196617 7 No Yes

57-0952531 7 No Yes

82-0472269 7 No Yes

65-0348492 7 No Yes

05-0611977 7 No Yes

94-3435899 7 No Yes

87-0531727 7 No Yes

52-1941122 2 No Yes

75-2899609 7 No Yes

20-1808567 7 No Yes

74-2524057 7 No Yes

26-3057133 7 No Yes

51-0280185 7 No Yes

35-2244262 7 No Yes

36-2177139 7 No Yes

35-0868188 7 No Yes

74-6000203 7 No Yes

54-1682176 2 No Yes

52-1524976 7 No Yes

23-1352688 7 No Yes

54-1870848 7 No Yes

52-1071570 7 No Yes

91-1752769 7 No Yes

7 No Yes

26-2828115 7 No Yes

52-1358144 7 No Yes

23-7042029 2 No Yes

84-0385934 2 No Yes

TOTAL SUPPORT

EIN: 52-1934032

(vi)US? (vii) Amount

Yes 25,000

Yes 122,500

Yes 100,000

Yes 10,000

Yes 3,214,500

Yes 100,000

Yes 110,000

Yes 50,000

Yes 235,000

Yes 10,000

Yes 660,000

Yes 5,000

Yes 10,000

Yes 2,570,047

Yes 2,000

Yes 7,500

Yes 20,000

Yes 27,500

Yes 100,000

Yes 12,500

Yes 4,500

Yes 345,000

Yes 920,000

Yes 275,000

Yes 94,450

Yes 10,000

Yes 50,000

Yes 25,000

Yes 25,000

Yes 25,000

Yes 10,000

Yes 25,000

Yes 200,000

Yes 2,000

Yes 180,000

Yes 56,000

Yes 240,000

Yes 313,817

Yes 164,000

Yes 550

$ 59,781,233

Sch A Part I - Line 1.h Page 4 of 4

Donors Capital Fund, Inc.

I•! Grantee Addre11

Accuracy 1n Media 4455 Connecbcut Avenue NW, Surte 330 Washington

Acton lnslrtute 161 Ottawa NW Suite 301 Grand Rapids

Acton lnstrtuta 161 Ottawa NW, Suite 301 Grand Rapids

Acton Institute 161 Ottawa NW, Suite 301 Grand Raptds

Advocates for Self-Government 1010 N Tennessee St Su1te CartersVJIJe

Agudath Israel of 1D1no1s 8170 N McCorm,ck Skokie

Alabama Pohcy Institute 402 Office Park Dnve, Suite 300 81mungham

Alabama Pabey Institute 402 Office Park Onve, Suite 300 81rmngham

Alabama Polley lnsl.Jtute 402 Office Park Dnve, Suite 300 B1rmmgham

Alabama Pohcy Institute 402 Office Park Onve, Suite 300 B1nTUngham

Alabama Pohcy Institute 402 Office Park Onve, Suite 300 Bml'llngham

Alaska Policy Forum 201 Barrow#& Anchorage

Alliance Defense Fund 15100 N 90th Street Scottsdale

Amencan Conservative Umon Foundation 1007 Cameron Street Alexandna

Amencan Conservative Union Foundation 1007 Cameron Street Alexandna

Amencan Council of Trustees and Alumm 1728 M Street NW, Suite 802 Washington

Amencan Council of Trustees and Alumm 1726 M Street NW, Suite 802 Washington

Amencan Council on Science & Health 1995 Broadway, 2nd Floor New York

Amencan Dream Coalition 3711 NW 59th Place GamesviDe

Amencan Enterpnse Institute 1150 Seventeenth Street, NW Washington

Amencan Enterpnse Institute 1150 Seventeenth Street, NW Washington

Amencan Enterpnse Institute 1150 Seventeenth Street, NW washmgton

Amencan Enterpnse Institute 1150 Seventeenth Street, NW Washington

Amencan Enterpnse Institute 1150 Seventeenth Street, NW Washington

Amencan lslarruc Congress 1718 M Street, NW Suite 243 Washington

Amencan Legislative Exchange Council 1101 Vermont Ave , NW, 11th FL Washington

Amencan Majonty 117 North 21st Street, Suite 4 Purceltv1lle

Amencan Ma1onty 117 North 21st Street, Suite 4 Purcelrv1De

Amencan MaJonty 117 North 21 SI Street Suite 4 Purcenviae

Amencan Ma1onty 117 North 21st Street Suite 4 Purceltv1De

Amencan Ma1onty 117 North 21st Street Suite 4 Purceltv1De

Amencan MaJonty 117 North 21st Street Suite 4 Purceltv1Ue

Amencan MaJonty 117 North 21st S~eet, Suite 4 Purceltv1De

Amencan Ma1onty 117 North 21st Street, Suite 4 PurcellviDe

Amencan Majonty 117 North 21st Street Suite 4 PurcelMDe

Amencan Majonty 117 North 21st Street, Suite 4 PurcelMDe

Amencan Majonty 117 North 21st Street Suite 4 Purceltv11le

Amencan Majonty 117 North 21st Street, Suite 4 Purceltv1Ue

Amencans for Limited Government Research 9900 Mam Street, Suite 303 Fairfax

Amencans for L1m1ted Government Research 9900 Mam Street, Suite 303 Fairfax

Amencans for Prospenty Foundal.Jon 2111 \Mlson Blvd Ste 350 Arlington

Amencans for Prospenty Foundation 2111 \Mlson Blvd Ste 350 Arlington

Amencans for Prospenty Foundation 2111 \Mlson Blvd, Ste 350 Arlington

Amencans for Prospenty Foundation 2111 \Mlson Blvd Ste 350 Arlington

Amencans for Prospenty Foundation 2111 IMlson Blvd, Ste 350 Arlington

Amencans United For Life 31 O South Peona Street #500 Chicago

Amencares Foundation, Inc 88 Hamilton Avenue Stamford

Amenca's Future Foundation 1899 L Stroot NW 12th Floor Washington

Arkansas Policy Foundation 111 Center Street Surte 1200 Little Rock

Atlas Economic Research Foundation 1201 L Street, NW Washington

AtJas Econorruc Research Foundation 1201 L Street, NW Washington

Atlas Econorruc Research Foundation 1201 L Street, NW Washington

Ayn Rand Institute 2121 AJton Parkway, Suite 250 lrvme

Bar-llan University 160 E 56th Street New York

Beacon Hill Institute for Pubhc Pohcy R Suffolk Umvers1ty. 8 Ashbunon Place Boston

810 of Rights Institute 200 N Globe Road Suite 200 Arlington

81D of Rights Institute 200 N Glebe Road, Suite 200 Artmgton

Bluegrass Institute for Public Policy Sol PO Box 11706 Lexington

Bluegrass Institute for Pubhc Pohcy Sol PO Box 11706 Lexington

Bluegrass Institute for Public Polley Sol PO Box 11706 Lexington

Bluegrass Institute for Public Policy Sol PO Box 11706 Lexington

Bluegrass Institute for Publ1c Pohcy Sol PO Box 11706 Lexington

Boston College 140 Common..walth Avenue Chestnut Hill

DC

Ml

Ml

Ml

GA

IL

AL

AL

AL

AL

AL

AK

AZ VA

VA

DC

DC

NY

FL

DC

DC

DC

DC

DC

DC

DC

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

VA

IL

CT

DC

AR

DC

DC

DC

CA

NY

MA

VA

VA

KY

KY

KY

KY

KY

MA

Form 990 - 2009 Grants Sch I Part II - Line 1

!b!EIN !<!IRC

20008 23-7135837 501(c)(3)

49503 38-2926822 501(c)(3)

49503 38-2926822 501(c)(3)

49503 38-2926822 501(c)(3)

30120-8528 77-0099744 501(c)(3)

60076 36-3529801 501(c)(3)

35223 63-0809568 501(c)(3)

35223 63-0809568 501(c)(3)

35223 63-0809568 501(c)(3)

35223 63-0809568 501(c)(3)

35223 63-0809568 501(c)(3)

99501-2429 26-4380206 501(c)(3)

85260 54-1660459 501(c)(3)

22314 52-1294680 501(c)(3)

22314 52-1294680 501(c)(3)

20036 52-1870003 501(c)(3)

20036 52-1870003 501(c)(3)

10023-5860 13-2911127 501(c)(3)

32653 41-2093676 501(c)(3)

20036 53-0218495 501(c)(3)

20036 53-0218495 501(c)(3)

20036 53-0218495 501(c)(3)

20036 53-0218495 501(c)(3)

20036 53-0218495 501(c)(3)

20036 06-1634525 501(c)(3)

20005 52-0140979 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

20132 26-1501154 501(c)(3)

22031 52-2020468 501(c)(3)

22031 52-2020468 501(c)(3)

20001 52-1527294 501(c)(3)

20001 52-1527294 501(c)(3)

20001 52-1527294 501(c)(3)

20001 52-1527294 501(c)(3)

20001 52-1527294 501(c)(3)

60607 36-3906065 501(c)(3)

06902 06-1008595 501(c)(3)

20036 52-1928321 501(c)(3)

72201 71-0771091 501(c)(3)

20005 94-2763845 501(c)(3)

20005 94-2763845 501(c)(3)

20005 94-2763845 501(c)(3)

92606-4926 22-2570926 501(c)(3)

10022 13-6192275 501(c)(3)

02108-2770 04-2133255 501(c)(3)

22203 48-0891418 501(c)(3)

22203 48-0891418 501(c)(3)

40577-1706 11-3691843 501(c)(3)

40577-1706 11-3691843 501(c)(3)

40577-1706 11-3691843 501(c)(3)

40577-1708 11-3691843 501(c)(3)

40577-1706 11-3691843 501(c)(3)

02467 04-2103545 501(c)(3)

ld!Cash s 2,000

20000

213,000

268,646

50 000

25 000

10000

15 000

15 000

50000

80,000

50 000

2,500

1,000

2,000

150,000

250,000

7,500

75,000

2,500

125 000

280 000

299 250

2,000,000

25 000

8,000

125,000

125 000

125,000

125,000

125,000

125 000

125 000

125,000

125,000

135,000

200,000

250,000

750,000

1,500,000

10000

25 000

25 000

28 000

1,000,000

31 000

2,000

70000

10,000

(10,000)

2,000

2,000

25 000

250,000

28 500

1,000

2,500

30000

35,000

35,000

50,000

80 000

25,000

EIN. 52-1934032

lel Non-cash lhl Pu:;eose s for general operet.Jons

for translation pro1ect

to match half of the conference expenses

for general operations, 5% of 2008 expenses

for general operations

for the State of lll1no1s School Cho1ce pro1ect

for transparency proJect

for the jOumahsm proiect

for the jOumal1sm project

for an expert Alabama state budget analyst assistant

for transparency project

for general operations

for general operations

to fund meals for volunteers

for general operations

for general operations

for the US News and Counselors pro1ec1

for the Thanksg1W1g Menu

for transparency proJect

for general operations

for Tip of the Spear project

for the ....ork of Roger Scruton

for general operations

to support the National Research !mat.Ive

for general operations

for the opening lunch at the Spnng Task Force Summit

for general operal.Jons

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for health care proJect

for general operations

for general operations

for activities 1n IM, 1nclud1ng an expenmental education program

for the jOumal1sm pro1ect

for Foundallon's pubhc education ac1.Jvit1es on health reform m IM

for general operations

for general operations

for general operations

for the 2009 on the Road project

for general operations

2008 grant returned m 2009

for general operations

for lnst1tuto de L1bertad y Desarrollo

for general operations

for the International program m commun1cat.1ons and mformat1on strategy

for education funding and school performance 'M>rk

for general operations

for general operations

for direct mall efforts

for transparency proJect

for transparency proiect

for general operations

for transparency pro1ect

to establish the "JMC-Ventas Higher Educal.Jon lmt1at.1ve"

Schedule I Part II Line 1 Page1 of 10

- - --

--------

Donors Capital Fund, Inc. Form 990. 2009 Grants EIN: 52·1934032 Sch I Part II • Line 1

I•) Gn1ntee Addre11 lb!EIN l<IIRC id) C•sh l•)Non<Hh lh)Purpose

Buckeye lnsbtute for Public Policy Solut 88 East Broad Street, Suite 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 3,000 for the development & capaaty efforts

Buckeye lnsbtute for Pubhc Polley Solut 88 East Broad Street, Suite 1120 Columbus OH 43215-3506 31·1278593 501(c)(3) 14,000 for the Journalism proiect

Buckeye lnsbtute for Public Pohcy Solut 88 East Broad Street, Suite 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 14,000 for the Journalism proiect

Buckeye lnsbtute for Pubhc Pohcy Solut 88 East Broad Street, Suite 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 20 000 for the 1851 Consbtubonal Law Center

Buckeye lnsbtute for Pubhc Pohcy Solut 88 East Broad Street, Suite 1120 Columbus OH 43215-3506 31·1278593 501(c)(3) 25,000 for transparency pro1ect

Buckeye lnsbtute for Public Pohcy Solut 88 East Broad Street, Surte 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 26 000 for the llbgabon center trans1bon proJect

Buckeye Institute for Public Pohcy Solut BB East Broad Street, Suite 1120 Columbus OH 43215-3506 31·1278593 501(c)(3) 50 000 for the l1bgat1on center proiect

Buckeye lnsbtute for Public Policy Solut 88 East Broad Street. Suite 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 50,000 for direct mall efforts

Buckeye lnsbtute for Public Policy Solut 88 East Broad Street. Surte 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 80 000 for a development director

Buckeye Institute for Pubhc Pohcy Solut 88 East Broad Street, Surte 1120 Columbus OH 43215-3506 31-1278593 501(c)(3) 100 000 for transparency proJect

Buckeye Institute for Pubhc Pohcy Solut 88 East Broad Street. Suite 1120 Columbus OH 43215-3506 31-1278593 501(C)(3) 120 000 for general operations and capacity burldrng

Caesar Rodney Institute PO Box 795 Dover DE 19903-0795 26-2176691 501(c)(3) 20,000 for the organization's start-tip

Caesar Rodney Institute PO Box 795 Dover DE 19903-0795 26-2176691 501(c)(3) 22,500 for general operations and capacity building

Caesar Rodney Institute PO Box 795 Dover DE 19903-0795 26-2176691 501(c)(3) 32,500 for capacty building

Caesar Rodney Institute PO Box 795 Dover DE 19903-0795 26-2176691 501(c)(3) 45,000 for the 1oumahsm pro1ect

Caesar Rodney Institute PO Box 795 Dover DE 19903-0795 26-2176691 501(c)(3) 57,500 for transparency proJect

Campus Crusade for Chnst 100 Lake Hart Dnve, Dept 2400 Orlando FL 32832 95-6006173 501(c)(3) 3,000 for Hungry For Truth Bibles Campaign 2009

Caprt.al Research Center 1513 t6th Street, NW Washington DC 20036-1480 52-1289734 501(c)(3) 2 500 for general operations

Capital Research Center 1513 16th Street, NW Washington DC 20036-1480 52-1289734 501(c)(3) 3000 for general operations

Cascade Policy Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 10,000 for transparency pro1ect

Cascade Polley Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 15,000 for direct mail activities

Cascade Pohcy Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 32,500 for the 1ournahsm proJect

Cascade Pohcy Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 32,500 for the 1ournahsm proJect

Cascade Pohcy Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 55,000 for transparency pro1ect

Cascade Policy Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 80,000 for general operations and capacty budding

Cascade Polley Institute 4850 SW Scholl• Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 83,000 for the Journalism pro1ect

Cascade Policy Institute 4850 SW Scholls Feny Road, Ste 103 Portland OR 97225 93-1045925 501(c)(3) 115000 for a cap and trade/climate change transparency Video

Cathohc Diocese of Orlando PO Box 1800 Orlando FL 32802 59-1215378 501(c)(3) 25 000 for "Our Cathohc Appear

Cato Institute 1000 Massachusetts Avenue, NW Washington DC 20001-5403 23-7432162 501(c)(3) 2,500 for general operations

Cato lnslitute 1000 Massachusetts Avenue, NW Washington DC 20001-5403 23-7432162 501(c)(3) 5,000 for general operations

Cato Institute 1000 Massachusetts Avenue, NW Washington DC 20001-5403 23-7432162 501(c)(3) 25,000 for general operations

Cato Institute 1000 Massachusetts Avenue, NW Washington DC 20001-5403 23-7432162 501(c)(3) 50,000 for general operations

Center for Competitive Politics 124 South West Street, #201 Alexandna VA 22314 20.3676886 501(c)(3) 5,000 for general operations

Center for Competitive Pollbcs 124 South west Street, #201 Alexandna VA 22314 20.3676886 501(c)(3) 35,000 to support the First Amendment nght to petruon htlgabon

Center for Competitive Pohtics 124 South West Street, #201 Alexandna VA 22314 20.3676886 501(c)(3) 350,000 for general operations

Center for Competitive Poht1cs 124 South West Street, #201 Alexandna VA 22314 20.3676886 501(c)(3) 400,000 $350,000 for general operabons and $50,000 for mail proJect

Center for Education Reform 910 17th Street, NW, #1120 Washington DC 20006 52-1847187 501(c)(3) 1 000 for general operabons

Center for Government Reform 801 W Norton Street, FL 1 Muskegon Ml 49441 26-0877115 501(c)(3) 36,000 to support aebvrt1es to educate the pubhc about the actMbes of school boards

Center for Government Reform 801 W Norton Street, FL 1 Muskegon Ml 49441 26-0877115 501(c)(3) 84,750 for transparency proJect

Center for Independent Thought 73 Spnng Street, Su,to 408 New York NY 10012 52-0945376 501(c)(3) 100,000 for ongoing Stossell proJect

Center for lnd1v1dual Rights 1233 20th Street, NW Su,te 300 Washington DC 20036-1609 52·1600481 501(c)(3) 2,000 for general operations

Center for lnd1V1dual Rights 1233 20th Street, NW, Suite 300 Washington DC 20036-1609 52-1600481 501(c)(3) 15,000 for general operations

Center for Individual Rights 1233 20th Street, NW, Suite 300 Washington DC 20036-1609 52-1600481 501(c)(3) 150,000 to support litigation protecltng the constrt.ulion

Center for lnd1V1dual Rights 1233 20th Street, NW Suite 300 Washington DC 20036-1609 52-1600481 501(c)(3) 150 000 for general operations

Center for the Study of Carbon D10XJde & Global Change 15230 Champ1onsh1p Dnve Haymarket VA 20169 86-0902777 501(c)(3) 29,400 for Setence and Public Polley Institute

CERGE-EI Foundabon 715 Queen Anne Road Teaneck NJ 07666 25-1725738 501(c)(3) 590,000 for the expansion of undergraduate program m economics program

Children's Scholarship Fund 8 Wost 38th Street, 9th Floor New York NY 10018 13-4002189 501(c)(3) 100,000 for general operations

Chnsban Foundation for Children and Aging 1 Elmv.ood Avenue Kansas City KS 66103 43-1243999 501(c)(3) 1,000 for the benefit of Jose Mane Santos de Jose {CH449732}

Chnstlan Foundation for Children and Aging 1 Elmv.ood Avenue Kansas Crty KS 66103 43-1243999 501(c)(3) 1,000 for the benefit of Arsenlo Sonana Calera (CH387490)

C11..tzen Outreach Foundation 767 Benedict Onve Las Vegas NV 89110 94-3178977 501(c)(3) 82 500 for the 2009 ne'NS bureau proJect

Citizens for Responsible Government Foundation Inc 777 Wsconsin Avenue, Ste 2000 M1twaukee WI 53202-5319 66-0626635 501(c)(3) 10,000 for the public educalion pro1ect on the budget and finance

Citizens in Charge Foundation 2050 Old Bndge Rood, Suite 103 Lake Ridge VA 22192 13-4070270 501(c)(3) 150 000 for educational work

C1t1zens in Charge Foundation 2050 Old Bndge Raod, Suite 103 Lake Ridge VA 22192 13-4070270 501(c)(3) 200 000 for general operations

C1V1I War Preservation Trust 115615th Street, NW, Suite 900 Washington DC 20005 54-1426643 501(c)(3) 20 000 for the Appomattox and Vicksburg areas

Clare Boothe Luce Policy Institute 112 Elden Street Suite P Herndon VA 20170 54-1672138 501(c)(3) 2,000 for general operations

Claremont Institute 937 West Foothill Blvd Suite E Claremont CA 91711 95-3443202 501(c)(3) 1 000 for general operations Claremont Institute 937 West Foothill Blvd, Suite E Claremont CA 91711 95-3443202 501(c)(3) 40,814 for general operations

Clanon Fund 255 West 36th Street, Surto 800 New York NY 10018 20.5845679 501(c)(3) 25,000 for research on cable d1stnbut1on of film products

Clanon Fund 255 Wost 36th Street, Surte 800 New York NY 10018 20.5845679 501(c)(3) 50,000 for general operations

Commentary, Inc 165 East 56th Street New York NY 10022 13-3610041 501(c)(3) 10,000 for general operabons Committee for a Constructive Tomorrow 621 Harvest Court Bel Air MD 21014 52-1462893 501(c)(3) 10,000 for the Envtronmental Education Fund Committee for a Constructive Tomorrow 621 Harvest Court BelAJr MD 21014 52-1462893 501(c)(3) 25,000 for the Copenhagen ProJect Common..walth Foundation for Pubhc Polley Altemat 225 Stale Street, Su,to 302 Hamsburg PA 17101 23-2473845 501(c)(3) 10000 for health care proJect

Schedule I Part II Line 1 Page2 of 10

Donors Capital Fund, Inc. Form 990 • 2009 Grants EIN: 52-1934032 Sch I Part II • Line 1

i•I Gnintea Address jbjEIN jc!IRC ld!Caah le! Non-cash lhlPu~oae

Commonwealth Foundation for Pubhc Policy Altemat 225 State Street Suite 302 Hamsburg PA 17101 2:l-2473845 501(c)(3) 10 000 for transparency proJect

Common'Mlalth Foundation for Pubhc Pohcy Altemat 225 State Street, Suite 302 Hamsburg PA 17101 23-2473845 501(c)(3) 30,000 for direct mad actJv1tJes

Commonwealth Foundation for Pubhc Policy Altemat 225 State Street, Suite 302 Hamsburg PA 17101 23-2473845 501(c)(3) 60 000 for the ne\NS bureau proJect

Common'Mlalth Foundation for Pubhc Policy Altemat 225 Stato Street, Suite 302 Hamsburg PA 17101 23-2473845 501(c)(3) 100,000 for the 1oumal1sm proJect

Common'M!allh Foundation for Pubhc Policy Altemat 225 State Street, Suite 302 Hamsburg PA 17101 2:l-2473845 501(c)(3) 130,000 for transparency proJect

Competitive Enterpnse Institute 1899 L Street, NW, 12th FL Washington DC 20036 52-1351785 501(c)(3) 37,500 as a matching grant for the Free Enterpnse Pro1ect

Competitive Enterpnse Institute 1899 L Stroot, NW, 12th FL Washington DC 20036 52-1351785 501(c)(3) 50,000 for EPA Cover Up proJect

Competitive Enterpnse Institute 1899 L Street NW, 12th FL Washington DC 20036 52-1351785 501(c)(3) 52,027 for general operations

Competitive Enterpnse Institute 1899 L Stree1, NW, 12th FL Washington DC 20036 52·1351785 501(c)(3) 96,000 for general operations

Cornell University Mcgraw Hall, Room 324 Ithaca NY 14853 15-0532082 501(c)(3) 35,000 to establish a Jack Miller Post-Doctoral Fellowship

Cumbertand College 6191 College Station Onve WU1amsburg KY 40769-1372 61-0470593 501(c)(3) 10,000 for general operations

Dallas Arboretum and Botan1cle Society, Inc 8617 GaMand Road DaUas TX 75218 23-7375815 501(c)(3) 50,000 for the Rory Meyers Children's Garden

David Horo'Mtz Freedom Center 14148 Magnolia Blvd, Suite 103 Sherman Oaks CA 91423 95-4194642 501(c)(3) 5,000 for general operations

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52-2166327 501(c)(3) 5,000 for a strategic venture fund

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52-2166327 501(c)(3) 25,000 for general operations

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52·2166327 501(c)(3) 150,000 for a donor advised fund

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52·2166327 501(c)(3) 210,000 for a donor advised fund

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52-2166327 501(c)(3) 400,000 for a donor advised fund

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52-2166327 501(c)(3) 1,000,000 for a donor advised fund

Donors Trust 109 North Henry Street Alexandna VA 22314-2903 52-2166327 501(c)(3) 10,000 for a donor advised fund

Drexel Unrvers1ty 3141 Chestnut Street, Suite 225 Phdadeph1a PA 19104 501(c)(3) 14,250 to support a student event v.1th John Stossel

Duke University PO Box 90204 Durham NC 27708 56-0532129 501(c)(3) 25,000 to estabhsh the· JMC-Ventas Higher Education lnrllatlve· Post Ooctonal program

Emory Unrvers1ty 1599 Clifton Road NE 4th FL Atlanta GA 30322 58-0566256 501(c)(3) 25,000 to establish the· JMC-Ventas Higher Education ln1t1atlve· Post Ooctonal program

Ethan Allen Institute 4838 Kirby Mountain Road Concord VT 05824-9505 22-3092292 501(c)(3) 17,500 for website changes

Ethan Allen Institute 4836 Kirby Mountain Road Concord VT 05824-9505 22·3092292 501(c)(3) 46000 for transparency project

Evergreen Freedom Foundal.Jon PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 2 500 for general operations

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 4,300 to support ALEC

Evergreen Freedom Foundal.Jon PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 11,000 for the jOUmahsm proJect

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 11,000 for the jOUmahsm proJect

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 15,000 for higher education project

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94·3136961 501(c)(3) 25,000 for transparency project

Evergreen Freedom Foundation PO Box 552 Olympie WA 98507-0522 94-3136961 501(t)(3) 28,600 for direct mad efforts

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 32,800 for 2009 news bureau project

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 36 872 for the l1t1gat1on center proJect

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94-3136961 501(c)(3) 100,000 for transparency pro1ect

Evergreen Freedom Foundation PO Box 552 Olympia WA 98507-0522 94·3136961 501(c)(3) 100,000 for general operations and capaaty building

Family Research Council 801 G Street, NW Washington DC 20001-3729 52-1792772 501(c)(3) 26 000 for general operations

F am1ly Research Council 801 G Street, NW Washington DC 20001-3729 52-1792772 501(c)(3) 120,000 for general operations

Federalist Society 1015 1Blh Street, NW. Suite 425 Washington DC 20036 36-3235550 501(c)(3) 200,000 for the New Jersey effort

Federahst Soaety 1015 18th Stroot, NW, Suite 425 Washington DC 20036 36-3235550 501(c)(3) 1,060,321 for general operations

FIRE 601 walnut Street Suite 51 O Philadelphia PA 19106 04-346725,4 501(c)(3) 83,000 for coDege guide book

FIRE 601 Walnut Street. Suite 510 Ph1ladelph1a PA 19106 04-346725,4 501(c)(3) 140,000 for one Jackson Fellowship

FIRE 601 Walnut Street, Suite 510 Philadelphia PA 19106 04-346725-4 501(c)(3) 350,000 for general operations

FIRE 601 Walnut Street Suite 510 Ph1ladelph1a PA 19106 04-346725,4 501(c)(3) 500,000 for general operations

Fhnl Hills Center for Pubhc Pohcy 250 N Water Street, #216 Wichita KS 67202·1215 23-7047821 501(c)(3) 39,500 for the jOumal!sm pro1ect

Fhnt Hills Center for Pubhc Polley 250 N Water Street, #216 Wichita KS 67202·1215 23-7047821 501(c)(3) 43,500 for 2009 news bureau project

Flint Hills Center for Pubhc Polley 250 N Water Street, #216 'Nich1ta KS 67202·1215 23-7047821 501(c)(3) 45 000 to hire a marketing director

Fhnt Hills Center for Public Policy 250 N Water Street, #216 'Nich1ta KS 67202-1215 23-7047821 501(c)(3) 85 000 for transparency proJect

Flonda Family Resource Center, Inc PO Box 1441 Ortando FL 34786-1441 20.2927044 501(c)(3) 5,000 for kids' back to school shoes

Foundation Endov.ment 611 Cameron Street Alexandna VA 22314 52-1257688 501(c)(3) 2,000 for general operations

Foundation for Economc Education 30 South Broadway Irvington-on-Hudson NY 10533-2529 13-6006960 501(c)(3) 100 000 for general operations

Foundation for Ethics in Public Service 333 Sayetv11le Street Raleigh NC 27601 26"1505542 501(c)(3) 80,000 for general operations

Foundation for Free Expression 260 Ne..vport Center Dnve Ste 100 Newport Beach CA 92660 33-0836794 501(c)(3) 75,000 for pubhciz1ng \t\Omen's oprass1on

Foundation for Jev.1sh Camping, Inc 15 West 38th Street, 13th FL New York NY 10018 22-3551013 501(c)(3) 500,000 for the Eden Village Camp

Foundation for Jewsh Camping, Inc 15 Wes1 38th Stree1, 13th FL New York NY 10018 22-3551013 501(c)(3) 9,500,000 for general operations

Foundation for Teaching Economics 260 Russell Boulevard Davis CA 95616-3839 51-0183347 501(c)(3) 5,000 for general operations

Frankhn Center 547 South 7th Street #176 Bismarck ND 58504 26"1066298 501(c)(3) 20 000 for the 1oumahsm pro1ect

Frankhn Center 5,47 South 7th Street#176 Bismarck ND 58504 26"1066298 501(c)(3) 40,000 for 2009 news bureau proJect

Frankhn Center 5,47 South 7th Street #176 Bismarck ND 58504 26"1066298 501(c)(3) 45,000 for 2009 news bureau proJect

Franklin Center 547 South 7th Street #176 Bismarck ND 58504 26"1066298 501(c)(3) 60,500 for 2009 news bureau proJect

Frankhn Center 5-47 South 7th Street#176 Bismarck ND 58504 26"1066298 501(c)(3) 74,000 for 2009 news bureau proJecl

Frankhn Center 547 South 7th Street #176 Bismarck ND 58504 26"1066298 501(c)(3) 86,500 for general operations

Frankhn Center 5,47 South 7th Stree1 #176 Bismarck ND 58504 26"1066298 501(c)(3) 90,000 for training, educational actJv11.Jes, and general operations

Schedule I Part II Line 1 Page3 of 10

Donors Capital Fund, Inc. Form 990 • 2009 Grants EIN: 52·1934032 Sch I Part II • Line 1

I•! Grantee Addre11 jb!EIN l<!IRC ld!Cuh !•lNan-cuh !hl Pu:;eose

Franklin Center 5,47 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 259,500 for general operations

Franklin Center 547 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 330,000 for support and training of reporters

Frankhn Center 547 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 150,000 for 2009 news bureau pro1ect

Frankhn Center 547 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 200,000 for 2009 ne'NS bureau pro1ect

Frankhn Center 547 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 435 000 for the 1oumallsm pro1ect

Frankhn Center 547 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 125,000 f~r general operations

Franklin Center 547 South 7th Street #176 Bismarck ND 58504 26-4066298 501(c)(3) 330,000 for training and educat1onal act1v1t1es and general operations

Free State Foundation PO Box60680 Potomac MD 20859 74-3160646 501(c)(3) 65,000 for general operations and capacaty bu1ld1ng

Free To Choose Network Inc 2002 Filmore Avenue Suite 1 Eno PA 16506 52·1455677 501(c)(3) 393,607 for general operations

Freedom Foundahon of MN 19 South First Street, B-1501 Minneapolis MN 55401 36-4592698 501(c)(3) 10,000 for health care proJect

Freedom Foundation of MN 19 South First Street, B-1501 Minneapolis MN 55401 36-4592698 501(c)(3) 15000 for transparency project

Freedom Foundation of MN 19 South First Street, B-1501 Mmneapobs MN 55401 36-4592698 501(c)(3) 25,000 for general operations and capacity building

Freedom Foundation of MN 19 South First Straot B-1501 Mmneapohs MN 55401 36-4592698 501(c)(3) 30000 for direct mail efforts

Freedom Foundation of MN 19 South First Stroot B-1501 Minneapolis MN 55401 36-4592698 501(c)(3) 70,000 for transparency project

Freedom Foundation of MN 19 South First Street B-1501 M1nneapobs MN 55401 36-4592698 501(c)(3) 95,000 for the Journalism proJect

Freedom Works Foundation 601 Pennsytvania Ave , NW, #700 Washington DC 20004 52-1526916 501(c)(3) 1,000 for general operations

Freedom Wonts Foundation 601 Pennsylvania Ave, NW, #700 Washington DC 20004 52-1526916 501(c)(3) 5,000 for general operations

Fnends of Israel Center for Social & Economic Progress 100 Front Street, Su1to 945 West Conshohocken PA 19428 t:l-3129249 501(c)(3) 5 000 for general operations

Fnends of Israel Center for Social & Economic Progress 100 Front Street, Suite 945 West Conshohocken PA 19428 13-3129249 501(c)(3) 75,000 for general operations

Fnends of the Dallas Public Library Inc 1515 Young Street Dallas TX 75201 75-2033106 501(c)(3) 20,000 for the McDermott Center

Fund for Amencan Studies 1706 Now Hampshire Ave , NW, Ste 400 Washington DC 20009 1~223604 501(c)(3) 10,000 for general operations

Fund for Amencan Studies 1706 New Hampshire Ave NW, Ste 400 Washington DC 20009 1~223604 501(c)(3) 49,871 for general operations

Galen Institute PO Box 320010 Alexandna VA 22320.0010 54-1770524 501(c)(3) 240,000 for health care pro1ect

Georgetown University 675 lntercuhural Center 31th and O St NW Washington DC 20057 53-0196603 501(c)(3) 25,000 to establish the* JMC..Ventas Higher Education lnlt.latlve·

Georgia Publrc Policy Foundation 6100 Lake Forrest Dnve, Suite 110 Atlanta GA 30328-3835 58-1943161 501(c)(3) 20 000 for direct mall and general operating funds

Georgia Pubhc Policy Foundation 6100 Lake Forrest Dnve, Suite 110 Atlanta GA 30328-3835 58-1943161 501(c)(3) 30 000 for direct mail fundra1s1ng efforts

Georgia Public Policy Foundation 6100 Lake Forrest Dnve, Suite 110 Atlanta GA 30328-3835 58-1943161 501(c)(3) 75 000 for general operations and capaaty building

Georgia Public Polley Foundation 6100 Lake Forrest Dnve, Suite 11 O AUanta GA 30328-3835 58-1943161 501(c)(3) 80,000 for transparency proJect

Global Fund for Children 1101 14th Street NW, Suite 420 Washington DC 20005 56-1834887 501(c)(3) 10,000 for general operations

GMU Foundation 4400 University Dnve, #MS 1A3 Fairfax VA 2203()..4444 54-1603842 501(c)(3) 350,000 for the Law and Economics Center's 2010 Institute for Judges

Goldwater Institute 500 E Coronado Road Phoenix A2 85004 86-0597661 501(c)(3) 2,000 for general operations

Goldwater Institute 500 E Coronado Road Phoenix A2 85004 88-0597661 501(c)(3) 15,000 for transparency project

Goldwater Institute 500 E Coronado Road Phoenix A2 85004 86-0597661 501(c)(3) 48,462 for the 1oumalism pro1ect

Goldwater Institute 500 E Coronado Road Phoemx A2 85004 88-0597661 501(c)(3) 50,000 for transparency project

Goldwater Institute 500 E Coronado Road Phoemx A2 85004 88-0597661 501(c)(3) 50,000 for onhne fundra1s1ng efforts

Goldwater Institute 500 E Coronado Road Phoenix A2 85004 88-0597661 501(c)(3) 250 000 for the Constitutional l.&tlgatlon Center

Goldwater Institute 500 E Coronado Road Phoenix A2 85004 86-0597661 501(c)(3) 250 000 for conslltut1onal ht1gat1on

Grassroot Institute of Hawau 1314 S King Street #1163 Honolulu HI 96814 99--0354937 501(c)(3) 30 000 for transparency project

Grassroot Institute of Hawau 1314 S Kmg Street #1163 Honolulu HI 96814 99--0354937 501(c)(3) 37,500 for the Joumahsm pro1ect

Grassroot lnstJtute of Hawa11 1314 S Kmg Street, #1163 Honolulu HI 96814 99--0354937 501(c)(3) 75 000 for general operations and capacity building

Grassroot Institute of Hawa11 13145 KlngStreet,#1163 Honolulu HI 96814 99--0354937 501(c)(3) 105 000 for transparency project

Greenwich Land Trust 132 East Putnam Avenue, Suite D Cos Cob CT 06807 06--0950851 501(c)(3) 2,000 for general operations

Harvard Un1vers1ty 1737 Cambndge Street, Room 417 Cambndge MA 02138 53-0199180 501(c)(3) (50,000) 2008 grant returned tn 2009

Harvard Un1vers1ty 1737 Cambndge Street. Room 417 Cambndge MA 02138 53-0199180 501(c)(3) 25 000 for the estabhsment of a NJMC-Ventas Higher Education Initiative"

Harvard University 1737 Cambndgo Stroot, Room 417 Cambndge MA 02138 53-0199180 501(c)(3) 50 000 to establish the Jack Miller Post-Doctoral Fello.....tup at the Program

Heartland Institute 19 South LaSalle Street Suite 903 Chicago IL 60603-4111 36-3309812 501(c)(3) 10,590 for"CORE"

Heartland Institute 19 South LaSalle Street, Su1te 903 Chicago IL 60603-4111 36-3309812 501(c)(3) 150,000 for G W reporting for one year

Heartland Institute 19 South LaSaDe Street, Suite 903 Chicago IL 60603-4111 36-3309812 501(c)(3) 190,000 for health care proJect

Heartland Institute 19 South Lasane Street, Suite 903 Chicago IL 60603-4111 38-3309812 501(c)(3) 300,000 for the Ranthum, Australia and Old proJects

Heartland Institute 19 South LaSalle Streat, Suite 903 Chicago IL 60603-4111 36-3309812 501(c)(3) 400,000 for general operations

Heartland Institute 19 South LaSalle Street, Suite 903 Chicago IL 60603-4111 38-3309812 501(c)(3) 1 120,940 $620,940 for GW-end and $500,000 for annual support

Hentage Foundation 214 Massachusetts Avenue, NE Washington DC 20002-4999 23-7327730 501(c)(3) 1 000 for the President's Club

Hentage Foundation 214 Massachusetts Avenue, NE Washington DC 20002-4999 23-7327730 501(c)(3) 3,000 for general operations

Hentage Foundation 214 Massachusetts Avenue NE Washington DC 20002-4999 23-7327730 501(c)(3) 5,000 for general operations

Highland Park Presbytanan Church 3821 University Blvd Dallas TX 75205-1781 501(c)(3) 2,000 for the Elliott Scholarship Fund

Highland Park Presbytenan Church 3821 Umvars1ty Btvd Dallas TX 75205-1781 501(c)(3) 25 000 for general operations

Highland Park Presbytenan Church 3821 Umvers1ty Blvd Dallas TX 75205-1781 501(c)(3) 25 000 for general operations

Highland Park Presbytenan Church 3821 University Btvd Dallas TX 75205-1781 501(c)(3) 1,000,000 for general operations

Hillsdelo College 33 East College Hillsdale Ml 49242 38-1374230 501(c)(3) 10,000 for Student Independence Grant and Loan Fund

Hoover lnst1tut1on-Stanford University 434 Galav Mall Stanford CA 94305-6010 94-1156365 501(c)(3) 1,000 for general operations

Human Rights Foundallon 350 East 5th Avenue, Suite 4515 New York NY 10118 2().2669700 501(c)(3) 25 000 for general operations

Human Rights Foundation 350 East 5th Avenue, Suite 4515 New York NY 10118 2().2669700 501(c)(3) 50,000 for general operations

Illinois Pohcy Institute 190 South LaSalle St, Sta 2130 Chicago IL 60603 41-2057028 501(c)(3) (75,000) 2008 grant returned in 2009

Schedule I Part II Line 1 Page4 of 10

Donors Capital Fund, Inc. Form 990 - 2009 Grants EIN. 52-1934032 Sch I Part II • Line 1

i•! Grantee Address !blEIN !c!IRC !d!Caah le! Non-c1sh lh!Pu~oae Illinois Pohcy Institute 190 South LaSalle St Ste 2130 Chicago IL 60603 41-2057028 501(c)(3) 37,500 as a matching grant

llhno1s Pohcy lnshtute 190 South LaSalle St, Ste 2130 Chicago IL 60603 41-2057028 501(c)(3) 50,000 for direct mall efforts

llhno1s Pohcy Institute 190 South LaSalle 51 Ste 2130 Chicago IL 60603 41-2057028 501(c)(3) 50,000 tor direct mall efforts

lllmo1s Pohcy Institute 190 South LaSalle St, Ste 2130 Chicago IL 60603 41-2057028 501(c)(3) 50 000 for direct mail efforts

lllmo1s Pohcy Institute 190 Soulh LaSalle SI, Ste 2130 Chicago IL 60603 41-2057028 501(c)(3) 75 000 for transparency proJect

llhno1s Pohcy Institute 190 Soulh LaSalle St, Sle 2130 Chicago IL 60603 41-2057028 501(c)(3) 200 000 for general operations and capacity bu1ld1ng

Independence Institute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84-0990300 501(c)(3) 5,000 for ALEC task force membership travel expenses

Independence lnsbtute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 15 000 for expenses related to Daniel Hannan of the Bnt1sh Par11ament event

Independence lnsbtute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 17 500 for the jOumahsm project

Independence lnsbtute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 17 500 for the jOUmahsm project

Independence lnslltute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 25 000 for transparency proJect

Independence Institute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 25,000 for the direct mall efforts

Independence Institute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 80000 for 2009 news bureau proiect

Independence Institute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 100,000 for transparency proJect

Independence Institute 13952 Denver West Par1cway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 100,000 for general operations and capacity bu1ld1ng

Independence Institute 13952 Denver West Parkway, Suite 400 Golden co 80401-3134 84.()990300 501(c)(3) 100,000 for Lmda Gorman's 2009 state health care pohcy work

Indiana Policy Review Foundation PO Box 5166 Fort Wayne IN 46895 35-1758480 501(c)(3) 10000 for health care project

Institute for Humane Studies 3301 North Fairfax Dnve Suite 440 Arlington VA 22201-4432 94-1623852 501(c)(3) 2,500 for general operations

lnsbtute for Justice 901 N Glebe Road, Suite 900 Arlington VA 22203 52-1744337 501(c)(3) 2,500 for general operations

lnsbtute for Justice 901 N Globe Road, Su11a 900 Arlington VA 22203 52-1744337 501(c)(3) 5,000 for general operations

lnsbtute for Justice 901 N Globe Road, Su11e 900 Artmgton VA 22203 52-1744337 501(c)(3) 5,000 for general operations

lnsbtute for Justice 901 N Glebe Road, Suite 900 Arlington VA 22203 52-1744337 501(c)(3) 25,000 for general operations

Institute for Justice 901 N Glebe Road, Su11e 900 Artington VA 22203 52-1744337 501(c)(3) 100 000 for general operabons

Institute for Truth in Accounting 1500 Skokie Boulevard, Suite 304 Northbrook IL 60062 35-2185292 501(c)(3) 20,500 for the llhno1s True Budget Deficit project

lnsbtute on Rehg1on & Democracy 1023 15th Strool, NW Ste 601 Washington DC 20005 52·1265221 501(c)(3) 250 000 for the main line and evangelical/Israel proJect

Intercollegiate Studies lnsbtute 3901 Centervdle Road, PO Box 4431 Wlmtngton DE 19087-1938 23-6050131 501(c)(3) 1.000 for general operabons

James Madison Institute for Pubhc Polley PO Box 37460 Tallahassee FL 32315-7460 59-2811908 501(c)(3) 5,000 for general operations

James Madison Institute for Pubhc Policy PO Box 37460 Tallahassee FL 32315-7460 59-2811908 501(c)(3) 10,000 for 2009 state health care policy reform pro1ect

James Madison Institute for Public Policy PO Box 37460 Tallahassee FL 32315-7460 59-2811908 501(c)(3) 25,000 for direct mall efforts

James Madison Institute for Public Policy PO Box 37460 Tallahassee FL 32315-7460 59-2811908 501(c)(3) 43 000 for transparency pro1ect

James Madison Institute for Public Pohcy PO Box 37460 Tallahassee FL 32315-7460 59-2811908 501(c)(3) 75,000 for general operations and capacity budding

Jerusalem lnsbtute for Marttet Studies 9728 S Crescent View Dnve Boynton Beach FL 33437 20-0105601 501(c)(3) 20 000 for general operations

John K. Maciver Institute for Public Polley PO Box 510564 New Bartin WI 53151 26-2639114 501(c)(3) 75,000 for capacity building

John K.. Maciver Institute for Public Policy PO Box 510564 New Bertin WI 53151 26-2639114 501(c)(3) 75,000 for the 1oumahsm proJect

John K Maciver Institute for Public Polley PO Box 510564 New Bertin WI 53151 26-2639114 501(c)(3) 100,000 for transparency proJect

John Locke F oundat1on 200 West Morgan Street, Suite 200 Raleigh NC 27601 56-1656943 501(c)(3) 25,000 for ALEC membership and task force fees for 2009

John Locke Foundation 200 West Morgan Street, Suite 200 Raleigh NC 27601 56-1656943 501(c)(3) 30.000 for general operabons and capacity building

John Locke Foundation 200 West Morgan Street, Suite 200 Raleigh NC 27601 56-1656943 501(c)(3) 35,000 for the 2009 Consumer-Dnven Health Care Tour

John Locke Foundation 200 West Morgan Street, Suite 200 Raleigh NC 27601 56-1656943 501(c)(3) 75,000 for transparency project

John Locke Foundation 200 West Morgan Street, Suite 200 Raleigh NC 27601 56-1656943 501(c)(3) 105,600 for the 2009 state health care pohcy reform proJect

John Locke Foundation 200 West Morgan Street, Suite 200 Raleigh NC 27601 56-1656943 501(c)(3) 120,000 for the "Caroline Joumar expansion project

Josiah Bartlett Center for Public Pohcy PO Box 897 Concord NH 03302-0897 22-3235650 501(c)(3) 10,000 for transparency pro1ect

Josiah Bartlett Center for Pubhc Polley PO Box 897 Concord NH 03302-0897 22-3235650 501(c)(3) 20,000 for the 1oumabsm project

Josiah Bartlett Center for Pubhc Policy PO Box 897 Concord NH 03302-0897 22-3235650 501(c)(3) 20,000 for the Joumal1sm proJect

Josiah Bartlett Center for Pubhc Polley PO Box 897 Concord NH 03302-0897 22-3235650 501(c)(3) 71,764 for general operations and capacity budding

Josiah Bartlett Center for Pubhc Policy PO Box 897 Concord NH 03302-0897 22·3235650 501(c)(3) 100 000 for transparency pro1ect

Kansas Polley Institute 250 N Water St #216 Wichita KS 67202·1215 23-7047821 501(c)(3) 39,500 for the JOumallsm project

Leadership lnsbtute 1101 North Highland Street Arlington VA 22201 51-0235174 501(c)(3) 2,500 for 70th Birthday

Leadership lnsbtute 1101 North Highland Street Arlington VA 22201 51-0235174 501(c)(3) 15 000 for general operations

Lee-Fendall House Museum 614 Oronoco Street Alexandna VA 22314 54-6076244 501(c)(3) 10,000 for John L Lewis Hentage program

Liberty Legal Institute 2001 Plano Parkway, Suite 1600 Plano TX 75075 75-1403169 501(c)(3) 125,000 for etrorts to defend First Amendment hbart1es

Life for Kids 315 N 111/ymore Road \IVinter Partt FL 32789 59-2933541 501(c)(3) 1,500 for general operations

Lincoln Institute of Pubhc Op1mon Research 4807 Jonasto'Ml Rd , Ste 242 Hamsburg PA 17109 25-1704705 501(c)(3) 15 000 for general operations

Lucy Bums Institute 301 S Bedford Street, Suite 6 Madison WI 53703-9691 20-S036372 501(c)(3) 17,500 for the remainder of 2009 assistance

Lucy Bums Institute 301 S Bedford Street, Suite 6 Madison WI 53703-9691 20-S036372 501(c)(3) 50,000 for general operabons

Lucy Bums Institute 301 S Bedford Street, Su11e 6 Madison WI 53703-9691 20-S036372 501(c)(3) 75,000 for transparency project

Lucy Bums Institute 301 S Bedford Street, Suite 6 Madison WI 53703-9691 20-S036372 501(c)(3) 200,000 for 2009 news bureau proJect

Maciver Institute 44 East Mifflin Street, Su1te 201 Madison WI 53703 501(c)(3) 67,000 for 2009 news bureau project

Mackinac Center for Pubhc Pohcy 140 West Main Street, PO Box 568 Midland Ml 48640-0568 38-2701547 501(c)(3) 10 000 for the cap and trade proJect

Mackinac Center for Public Policy 140 West Mam Street, PO Box 568 Midland Ml 48640-0568 38-2701547 501(c)(3) 12,500 for the 1oumahsm proJect

Mackinac Center for Pubhc Polley 140 West Main Street, PO Box 568 Midland Ml 48640-0568 38-2701547 501(c)(3) 12 500 for the Joumallsm proJect

Mackinac Center for Pubhc Policy 140 West Mam Street, PO Box 568 Midland Ml 48640-0568 38-2701547 501(c)(3) 25 000 for ALEC membership and task force fees for 2009 Mackinac Center for Pubhc Polley 140 West Main Street, PO Box 568 Midland Ml 48840-0568 38-2701547 501(c)(3) 25,000 for transparency pro1ect

Schedule I Part II Lme 1 Pages of 10

Donors Capital Fund, Inc.

i•! Gnintae AddreH

Mackinac Center for Public Pohcy 140 West Main Streat, PO Box 568 Midland Ml

Maclunac Center for Public Pohcy 140 West Main Street. PO Box 568 Midland Ml

Meck.rnac Center for Public Pohcy 140 West Mam Street, PO Box 568 Midland Ml

Mackinac Center for Public Polley 140 West Main Street, PO Box 568 Midland Ml

Mackinac Center for Public Polley 140 West Mam Street, PO Box 568 Midland Ml

Mackinac Center for Pubhc Polley 140 West Mam Street PO Box 568 Midland Ml

Mackinac Center for Pubhc Pohcy 140 West Mam Street PO Box 568 Midland Ml

Mame Hentage Pohcy Center PO Box 7829 Portland ME

Mame Hentage Pohcy Center PO Box 7829 Portland ME

Mame Hentage Policy Center PO Box 7829 Portland ME

Maine Hentage Policy Center PO Box 7829 Portland ME

Mame Hentage Policy Center PO Box 7829 Portland ME

Mame Hentage Policy Center PO Box 7829 Portland ME

Maine Hentage Pohcy Center PO Box 7829 Portland ME

Mame Hentage Polley Center PO Box 7829 Portland ME

Maine Hentage Pabey Center PO Box 7829 Portland ME

Manhattan Institute For Policy Research 52 Vandef'mlt Avenue New York NY

Manhattan Institute For Polley Research 52 Vanderbilt Avenue New York NY

Manhattan lnslltute For Pohcy Research 52 Vanderbilt Avenue New York NY

Manhattan Institute For Pohcy Research 52 Vanderbilt Avenue New York NY

Manhattan Institute For Policy Research 52 Vanderbilt Avenue New York NY

Manhattan Institute For Policy Research 52 Vanderbilt Avenue New York NY

Maryland Public Policy Institute PO Box 195 Germanto\Ml MD

Maryland Public Policy lnstrtute PO Box 195 Germanto'Ml MD

Maryland Public Policy Institute PO Box 195 Germantown MD

Marytand Pubhc Policy Institute PO Box 195 Germantown MD

Marytand Pubhc Pohcy Institute PO Box 195 Germantown MD

Media Research Center 325 S Patnck Street AJexandna VA

Media Research Center 325 S Patnck Street AJexandna VA

Media Research Center 325 S Patnck Street Alexandna VA

Mercatus Center, GMU 3301 North Fairfax Onve, Suite 450 Arlington VA

Mercatus Center GMU 3301 North Fairfax Dnve, Suite 450 Arlington VA

Middle East Forum 1500 Walnut Street, Ste 1050 Ph1ladelph1a PA

Middle East Forum 1500 Walnut Street, Ste 1050 Philadelphia PA

Middle East Forum 1500 Walnut Street, Ste 1050 Ph1ladelph1a PA

Middle East Forum 1500 Walnut Street, Ste 1050 Philadelphia PA

Middle East Forum 1500 Walnut Street Ste 1050 Philadelphia PA

Midland Young Life Bu1ld1ng Foundallon 925W Wadley Midland TX

M1ss1ss1pp1 Center f~r Public Policy 520 George Street Jackson MS

M1ss1ss1pp1 Center for Public Polley 520 George Street Jackson MS

M1ss1ss1pp1 Center for Public Pohcy 520 George Street Jackson MS

M1ss1ss1pp1 Center tor Public Pohcy 520 George Street Jackson MS

Montana Policy Institute 1627 W Main Street, #354 Bozeman MT

Montana Policy Institute 1627 W Main Street #354 Bozeman MT

Montana Pohcy Institute 1627 W Mam Street, #354 Bozeman MT

Montana Policy lnstJtute 1627 W Mam Street, #354 Bozeman MT

Montana Policy Institute 1627 W Mam Street, #354 Bozeman MT

Montane Pohcy Institute 1627 W Main Street, #354 Bozeman MT

Mountain States Legal Foundallon 2596 South Le!Ms Way Lakev.ood co MoVlng Picture Institute 375 Green'Nlch Street New York NY

Movrng Picture Institute 375 Greenwich Street New York NY

Moving Picture Institute 375 Greenwich Street New York NY

Mt Vernon Ladies Assoc1al1on PO Box 110 MountVemon VA

MUSIC M1ss1on Kiev 286 Wlsh1re Blvd Casselberry FL

National Center for Pohcy Anatys1s 12770 Coit Road, Suite 800 Danas TX

National Center for Pohcy Anatys1s 12770 Coit Road, Suite 800 Dallas TX

National Center for Polley Anatys1s 12770 Coit Road, Suite 800 Dallas TX

National Center for Pohcy Anatys1s 12770 Coit Road Suite 800 Danas TX

Natlonal Coal11Jon for the Protection of Children and Families 800 Compton, Suite 9224 Cmcmnau OH

Nal.Jonal Legal & Polley Center 107 Park Washington Court Falls Church VA

National Right to Work Foundation 8001 Braddock Road Ste 500 Spnngfield VA

National Tax L1m1tat1on Foundation 151 N Sunnse Ave , Ste 901 RoseV1lle CA

National Tax llm1tat1on Foundation 151 N Sunnse Ave Ste 901 Roseville CA

Fonn 990 - 2009 Grants Sch I Part II - Line 1

!btEIN !•tlRC

48640-0568 38-2701547 501(c)(3)

48640-0568 38-2701547 501(c)(3)

48640-0568 38-2701547 501(c)(3)

48640-0568 38-2701547 501(c)(3)

48640-0568 38-2701547 501(c)(3)

48640-0568 38-2701547 501(c)(3)

48640-0568 38-2701547 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22,3888250 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22-3888250 501(c)(3)

04112 22-3888250 501(c)(3)

10017 1~2912529 501(c)(3)

10017 1~2912529 501(c)(3)

10017 1~2912529 501(c)(3)

10017 1~2912529 501(c)(3)

10017 1~2912529 501(c)(3)

10017 1~2912529 501(c)(3)

20875-0195 52-2199055 501(c)(3)

20875-0195 52-2199055 501(c)(3)

20875-0195 52-2199055 501(c)(3)

20875,0195 52-2199055 501(c)(3)

20875-0195 52-2199055 501(c)(3)

22314 54-1429009 501(c)(3)

22314 54-1429009 501(c)(3)

22314 54-1429009 501(c)(3)

22201-4433 54-1436224 501(c)(3)

22201-4433 54-1436224 501(c)(3)

19102 2~7749796 501(c)(3)

19102 2~7749796 501(c)(3)

19102 2~7749796 501(c)(3)

19102 2~7749796 501(c)(3)

19102 2~7749796 501(c)(3)

74705 75-2828138 501(c)(3)

39202 64-0797905 501(c)(3)

39202 64-0797905 501(c)(3)

39202 64-0797905 501(c)(3)

39202 64-0797905 501(c)(3)

59715 20-2591461 501(c)(3)

59715 20-2591461 501(c)(3)

59715 20-2591461 501(c)(3)

59715 20-2591461 501(c)(3)

59715 20-2591461 501(c)(3)

59715 20-2591461 501(c)(3)

80227 84-0736725 501(c)(3)

10013 20-3237801 501(c)(3)

10013 20-3237801 501(c)(3)

10013 20-3237801 501(c)(3)

22121 54-0564701 501(c)(3)

32707-5362 59-3278168 501(c)(3)

75251-1339 75-1804932 501(c)(3)

75251-1339 75-1804932 501(c)(3)

75251-1339 75-1804932 501(c)(3)

75251-1339 75-1804932 501(c)(3)

45231 31-1124644 501(c)(3)

22046 52-1750188 501(c)(3)

22151-2125 59-1588825 501(c)(3)

95661 51--0208455 501(c)(3)

95661 51--0208455 501(c)(3)

Id! Caah

30,000

50,000

95000

100,000

100,000

200,000

250,000

15,000

29,500

30,000

40,000

76,700

100,000

100,000

130,000

150,000

5,475

8000

15,000

25,000

30,000

100,000

10,000

25,000

30,000

50 000

50,000

2,500

5,000

5,000

1,000

2,500

100,000

200,000

250 000

250,000

400 000

5,000

2,000

15000

50000

100 000

10,000

20,000

25,000

46,933

50,000

75,000

2 000

5,000

25,000

75,000

5,000

15,000

10,000

25,000

240,000

2,000

175,000

2 000

30,000

100,000

100,000

EIN: 52-1934032

le! Non-cash lhlPu~ose for direct mail efforts

for general operations and capacity building

for the Votes 2 0 transparency website upgrade

for transparency proJect

for the 2009 state health care policy reform pro1ect

for M1ch1gan 360 adver1.Js1ng

for general operations

for transparency proJect

for direct ma,I efforts

for the health care project

for 2009 news media outreach proJect

for the lltigallon project

for transparency project

for general operations and capacity building

for the 2009 Maine Leads project

for the 2009 state health care pohcy reform project

for the Empire Center for NY State Pohcy Project

for the Empire center for NY State Pohcy Project

for the Empire Center's transparency proJect

for general operallons

for the Empire Center's New York Business lns1deOut proJect

for the Empire Center for NY State Polley Project

for the 2009 state health care policy reform pro1ect

as a matching grant

for direct mail efforts

for transparency proJect

for general operations and capacity budding

for general operations

for general operallons

for general operations

for general operallons

for general operetJons

for general operations

for small legal matters to counter terronsm research

for legal and other operating costs

for second quarter's general operations

for IPT, MEMRI, CAMERA, and CIP

for general operations

for general operations

for direct mall efforts

for general operations and capacity building

for transparency project

for health care proJect

for the direct mail efforts

for news bureau proJect

for the 1oumahsm project

for transparency project

for general operations and capacity bu1ld1ng

for general operallons

for the d1stnbut1on of "Do As I Say"

for general operations

for ProJecl 2081

for general operations

for general operations

for general operations

for health reform 1mt1at1ves

for health care proJect

for general operations

for general operallons

for general operations

for general operations

for general operations

for general operations

Schedule I Part II Line 1 Page6 of 10

Donors Capital Fund, Inc. Form 990 • 2009 Grants Sch I Part II • Line 1

EIN: 52-1934032 •

(•) G111ntae Addreu (b) EIN (t) IRC (d) C11h (•) Non<ash (h) Purpose

National Tax L1m1tat1on Foundation 151 N Sunnse Ave Ste 901 Roseville CA 95661 51·0208455 501(c)(3) 100 000 for general operations

National Taxpayers Umon Foundation 108 North Alfred Street

National Taxpayers Union Foundation

Nevada Policy Research Institute

Nevada Pohcy Research Institute

Nevada Pohcy Research Institute

Nevada Palley Research Institute

Nevada Pohcy Research Institute

Nevada Pohcy Research Institute

NFIB Legal Foundation

NFIB Legal Foundal.Jon

North Dakota Pohcy Council

North Dakota Pohcy Council

North Dakota Policy Council

North Dakota Policy Council

North Dakota Pohcy Council

North Dakota Pohcy Council

Northv«istem Un1vers1ty School of Law

Ocean State Polley Research Institute

Ocean State Pohcy Research Institute

Ocean State Pohcy Research Institute

Ocean State Pohcy Research Institute

Ocean State Polley Research Institute

Oklahoma Coune1I of Public Affairs

Oklahoma CounCII of Pubhc Affairs

Oklahoma Council of Pubhc Affairs

One Nation Under God Foundation

One Nation Under God Foundation

Outreach Foundation of the Presbylenan Church (USA)

Pacdic Legal Foundation

Pae1fic Legal Foundation

Pacific Research Institute for Pubhc Pohcy

Pacific Research Institute for Pubhc Pohcy

Pacific Research Institute for Public Pohcy

Pacific Research Institute for Public Pohcy

Pacific Research Institute for Public Pohcy

Pae1fic Research Institute for Public Pohcy

Pacdic Research Institute for Public Policy

Pac.fie Research Institute for Public Policy

Palmer R Ch1tester Fund

Palmer R Chitester Fund

Palmer R Chllester Fund

Palmer R Chttester Fund

Palmer R Ch1tester Fund

Palmer R Ch1tester Fund

Partners Rehef and Development

Pehcan Institute for Public Pohcy

Pehcan Institute for Public Pohcy

Pelican Institute for Pubhc Policy

Pehcan Institute for Pubhc Policy

Pelican Institute for Pubhc Polley

Pelican Institute for Pubhc Policy

Pelle.an Institute for Public Pohcy

Philanthropy Roundtable

Philanthropy Roundtable

Philanthropy Roundtable

Pioneer Institute for Public Policy Research

Pioneer Institute for Pubhc Pohcy Research

Pioneer Institute for Pubhc Pohcy Research

Platte Institute for Economic Research

Platte Institute for Economic Research

Platte Institute for Economic Research

Platte Institute for Economic Research

108 North Alfred Street

3155 E Patnck Lane, Suite 10

3155 E Patnck Lane, Suite 10

3155 E Patnck Lane, Suite 10

3155 E Patnck Lane, Suite 10

3155 E Patnck Lane, Suite 10

3155 E Patnck Lane, Suite 10

1201 F Street NW Suite 200

1201 F Street NW, Suite 200

PO Box 3007

PO Box 3007

PO Box 3007

PO Box 3007

PO Box 3007

PO Box 3007

375 East Chicago Avenue

PO Box 2401

PO Box 2401

PO Box 2401

PO Box 2401

PO Box 2401

1401 North Lmc<>ln Blvd

1401 North Lincoln Blvd

1401 North Lincoln Blvd

414 N Orleans Plaza, Suite 312

414 N Orleans Plaza Suite 312

318 Seaboard Lane, Ste 205

3900 Lennane Dnve, Suite 200

3900 Lennane Dnve, Suite 200

One Embarcadero Center, Suite 350

One Embarcadero Center Suite 350

One Embarcadero Center Suite 350

One Embarcadero Center Suite 350

One Embarcadero Center, Suite 350

One Embarcadero Center, Suite 350

One Embarcadero Center, Suite 350

One Embarcadero Center, Suite 350

2002 Filmore Avenue Suite 1

2002 Filmore Avenue, Suite 1

2002 Filmore Avenue, Suite 1

2002 Filmore Avenue Suite 1

2002 Filmore Avenue Suite 1

2002 Filmore Avenue Suite 1

PO Box 2066

400 Poydras Street, 30th FL

400 Poydras Street, 30th FL

400 Poydras Street 30th FL

400 Poydras Street, 30th FL

400 Poydras Street 30th FL

400 Poydras Street, 30th FL

400 Poydras Street, 30th FL

1150 17th Street, NW, Suite 503

1150 17th Street, NW, Suite 503

1150 17th Street, NW, Suite 503

85 Devonshire Street, 8th Floor

85 Devonshire Street. 8th Floor

85 Devonshire Street, 8th Floor

10050 Regency Circle, Suite 120

10050 Regency Circle, Suite 120

10050 Regency Circle, Suite 120

10050 Regency Circle Suite 120

Alexandna VA 22314-3032 52-1122883

Alexandna VA 22314-3032 52-1122883

Las Vegas NV 89120 88-0276314

Las Vegas NV 89120 88-0276314

Las Vegas NV 89120 88-0276314

Las Vegas NV 89120 88-0276314

Las Vegas NV 89120 88-0276314

Las Vegas NV 89120 88-0276314

Washington DC 20004 62-1570449

Washington DC 20004 62-1570449

Bismarck ND 58502 20-ll862761

Bismarck ND 58502 20-ll862761

Bismarck ND 58502 20-ll862761

Bismarck ND 58502 20-ll862761

Bismarck ND 58502 20-ll862761

Bismarck ND 58502 20-ll862761

Chicago IL 60611-3069

Providence RI 02906 26-0731822

Providence RI 02906 26-0731822

ProV1dence RI 02906 26-0731822

Providence RI 02906 26-0731822

Providence RI 02906 26-0731822

Oklahoma City OK 73104-2801 73-1436375

Oklahoma City OK 73104-2801 73-1436375

Oklahoma City OK 73104-2801 73-1436375

Chicago IL 60610 35-2176192

Chicago IL 60610 35-2176192

Frankhn TN 37067 58-1375506

Sacramento CA 95834 94-2197343

Sacramento CA 95834 94-2197343

San Francisco CA 94111 94-2528433

San Francisco CA 94111 94-2528433

San Francisco CA 94111 94-2528433

San Francisco CA 94111 94-2528433

San Francisco CA 94111 94-2528433

San Francisco CA 94111 94-2528433

Sen Francisco CA 94111 94-2528433

San Francisco CA 94111 94-2528433

Eno PA 16506-6913 52-1455677

Eno PA 16506-6913 52-1455677

Eno PA 16506-6913 52-1455677

Eno PA 16506-6913 52-1455677

Ene PA 16506-6913 52-1455677

Eno PA 16506-6913 52-1455677

Redlands CA 92373 22-3786806

NewOrteans LA 70130 26-1704791

NewOrteans LA 70130 26-1704791

New0r1eans LA 70130 26-1704791

New0r1eans LA 70130 26-1704791

New Orleans LA 70130 26-1704791

New0r1eans LA 70130 26-1704791

New0r1eans LA 70130 26-1704791

Washington DC 20036 13-2943020

Washington DC 20036 13-2943020

Washington DC 20036 13-2943020

Boston MA 02109 22-2632081

Boston MA 02109 22-2632081

Boston MA 02109 22-2632081

Omaha NE 68114 20-ll809060

Omaha NE 68114 20-ll809060

Omaha NE 68114 20-8809060

Omaha NE 68114 20-ll809060

----- --- - -----

501(c)(3) 2,500 for general operatJons

501(c)(3) 15,000 for general operations

501(c)(3) 10,000 for the health care project

501(c)(3) 25 000 for direct rna1I efforts

501(c)(3) 50 000 for the jOumahsm pro1ect

501(c)(3) 50000 for the jOumahsm project

501(c)(3) 115 000 for transparency project

501(c)(3) 138 727 for a comrTVJn1cabons director and media researcher

501(c)(3) 2,500 for the development of educational matenals

501(c)(3) 5000 for the Small Business Legal Center

501(c)(3) 10000 for the cap and trade project

501(c)(3) 10,000 for the cap and trade project

501(c)(3) 22,500 for the jOumal1sm proJect

501(c)(3) 30,000 for general operatJons and capae1ty budding

501(c)(3) 30,000 for direct mail efforts

501(c)(3) 40,000 for transparency proJect

501(c)(3) 400,000 for the Sear1e Center

501(c)(3) 9,283 for transparency project

501(c)(3) 15,000 for transparency project

501(c)(3) 30,000 for general operations

501(c)(3) 30,000 for transparency project

501(c)(3) 105,000 for transparency project

501(c)(3) 10,000 for transparency project

501(c)(3) 55,000 for transparency project

501(c)(3) 67,282 for news bureau project

501(c)(3) 25,000 for non-partisan ads for voter guide Mb site infonnat1on

501(c)(3) 75,000 for a registration project

501(c)(3) 10,000 for the Nam1a Center

501(c)(3) 2,000 for general operations

501(c)(3) 5,000 for general operations

501(c)(3) 5,000 for general operations

501(c)(3) 10,000 for transparency project

501(c)(3) 25,000 for ALEC membership and task force fees for 2009

501(c)(3) 80,000 for transparency project

501(c)(3) 90,000 for health care pro1ect

501(c)(3) 90,000 for news bureau project

501(c)(3) 100,000 for the 2009 state health care pohcy refonn project

501(c)(3) 150,000 for the jOumahsm project

501(c)(3) 3 150 for 5,000 GW OVD's

501(c)(3) 15,000 for the Free to Choose Network project Spy-Cam guenllas

501(c)(3) 57,500 for Entrepreneur DVD - classroom use

501(c)(3) 192,000 for the GW DVD project - National ReV1ew

501(c)(3) 218,000 for DVD project - National Review

501(c)(3) 498,820 for general operations

501(c)(3) 10,000 for the Burma Army Offensive Cns1s

501(c)(3) 10,000 for health care proJect

501(c)(3) 10,000 for direct mail efforts

501(c)(3) 25,000 for transparency project

501(c)(3) 42,500 for the jOumal1sm pro1ect

501(c)(3) 42,500 for the JOumahsm proJect

501(c)(3) 75,000 for start~p act1v1t1es

501(c)(3) 100,000 for transparency proJect

501(c)(3) 46,150 for general operations

501(c)(3) 64,644 for 10% of 08 expenses for 09 K-12 Education Breakthrough Group Program

501(c)(3) 300,000 for the last year of Philanthropic Freedom Project

501(c)(3) 15,000 for transparency project

501(c)(3) 25 000 for direct mail

501(c)(3) 45 000 for transparency project

501(c)(3) 910 for the 1oumalism project

501(c)(3) 10,000 for the 2009 state health care policy refonn pro1ect

501(c)(3) 15 000 for transparency pro1ect

501(c)(3) 25,000 to develop strategic plan fundra1s1ng, board and advisory board development

Schedule I Part II Lrne 1 Page7 of 10

Donors Capital Fund, Inc. Fonn 990 • 2009 Grants EIN: 52·1934032 • • Sch I Part II • Line 1

(•) Gr11ntee Address !blEIN 1•1IRC (d)Cash !•)Non<ash (h) Purpose Platte Institute for Economic Research 10050 Regency C1rcie, Suite 120 Omaha NE 68114 20-a809060 501(c)(3) 30,000 for direct mad efforts

Platte Institute for Economic Research 10050 Regency Circle, Suite 120 Omaha NE 68114 20-a809060 501(c)(3) 35 000 for the Journalism proJect

Platte Institute for Economic Research 10050 Regency Circle, Suite 120 Omaha NE 68114 20-a809060 501(c)(3) 65 000 to fund travel scholarships for transparency conference

Potwarth M1n1stnes 3512 Sturgis Lane Waa, TX 76708 51-0558527 501(c)(3) 2,000 for general operations

Prometheus Institute 82 Clouds View Irvine CA 92603 20-3558542 501(c)(3) 20 000 for capacity building

Prometheus Institute 82 Clouds View lrvme CA 92603 20-3558542 501(c)(3) 105 000 for the transfer and management of the StateHouseCall health care blog

Public Interest Institute 600 North Jackson Street Mount Pleasant IA 52641 42-13'47192 501(c)(3) 12,000 for 2009 state health care policy reform proJect

Public lnlerasl lnslllule 600 North Jackson Street Mount Pleasant IA 52641 42-13,47192 501(c)(3) 80,000 for transparency pro1ect

Public Polley Foundation of West V1rg1n1a PO Box 1118 Morgantown Wv 26507 20-5955827 501(c)(3) (43,500) 2008 grant returned m 2009

Pubhc Pohcy Foundallon of West Virginia PO Box 1118 Morgantown Wv 26507 20-5955827 501(c)(3) 43,500 for the 1oumal1srn proJect

Public Service Research Foundallon 320-0 Maple Avenue East Vienna VA 22180 58-1442675 501(c)(3) 3.000 for general operellons

Public Service Research Foundallon 320-D Maple Avenue East Vienna VA 22180 58-1442675 501(c)(3) 25,000 for general operallons

Reason Foundallon 3415 South Sepulveda Boulevard, Ste 400 Los Angeles CA 900~014 95-3298239 501(c)(3) 76,930 for general operallons

Rhodes CoDege 200 N Par1<way Memphis TN 38112 62-0476301 501(c)(3) 25,000 to estabhsh the "JMC-Ventas Higher Educallon lmt1allve" Post Doctonal Fello'NSh1p

Rio Grande Foundation PO Box 40336 Albuquerque NM 87196 85-0468446 501(c)(3) 10,000 for transparency project

Rio Grande Foundation PO Box 40336 Albuquerque NM 87196 85-0468446 501(c)(3) 17,500 for the 1oumal1sm pro1ect

Rio Grenda Foundation PO Box 40336 Albuquerque NM 87196 85-0468446 501(c)(3) 25,000 for general operallons and capacity bu1ld1ng

Rio Grande Foundation PO Box 40336 Albuquerque NM 87196 85-0468446 501(c)(3) 30,000 for transparency project

Rio Grande Foundation PO Box 40336 Albuquerque NM 87196 85-0468446 501(c)(3) 40,000 for the journalism proJect

Russ1an-Amencan Chnst1an Un1vers1ty PO Box 2007 Wleaton MD 2091!'>-2007 52-1930894 501(c)(3) 100,000 for general operallons

Salvallon Army - Or1ando Area Command 416 West Colonial Onve Or1ando FL 32804 22-2406433 501(c)(3) 10,000 for Or1ando Area Command general operations

Sam Adams AD1ance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) (150,000) 2008 grant returned in 2009

Sam Adams AD1ance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 5000 for general operallons

Sam Adams AD1ance 400 West Ena, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 80,000 for transparency proJect

Sam Adams AD1ance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 80,000 for general operations

Sam Adams Alliance 400 West Ena, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 85,000 for Texas Watchdog

Sam Adams AD1ance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 103,000 for work on Sunshine ReVJew

Sam Adams AU1ance 400 West Ene, Suite #407 Chicago IL 6065~912 20-5792227 501(c)(3) 110,000 for transparency pro1ect

Sam Adams Alliance 400 Wes1 Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c){3) 110,000 for general operallons

Sam Adams Alliance 400 West Ene, Suite #407 Chicago IL 6065~912 20-5792227 501(c)(3) 125,000 for general operallons

Sam Adams Alliance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c){3) 170,000 for general operations

Sam Adams Alliance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 200,000 for general operallons

Sam Adams AD1ance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 220,000 for general operations

Sam Adams Alliance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c){3) 220,000 for general operallons

Sam Adams Alliance 400 West Eno, Surte #407 Chicago IL 6065~912 20-5792227 501(c)(3) 229,000 for general operallons

Sam Adams Alliance 400 West Ena, Suite #407 Chicago IL 6065~912 20-5792227 501(c)(3) 267,500 for general operallons

Sam Adams AU1ance 400 West Ene, Suite #407 Chicago IL 6065~912 20-5792227 501(c)(3) 400,000 for general operallons

Sam Adams Alliance 400 West Ena Surte #407 Chicago IL 6065~912 20-5792227 501(c){3) 460,000 for general operallons

Sam Adams AD1ance 400 West Ene, Suite #407 Chicago IL 6065~912 20-5792227 501(c)(3) 500,000 for general operallons

SCRG Foundation 3020 Devine Street Columbia SC 2920!'>-1044 20-3128872 501(c)(3) 100,000 for transparency project

Secunty Research Assoc,ales, Inc 2200 4th Avenue North, #3 Lake Worth FL 33461 74-2209420 501(c)(3) 50,000 for general operations

Secunty Research Assoc,ates, Inc 2200 4th Avenue North, #3 Lake Worth FL 33461 74-2209420 501(c)(3) 60,000 for general operations

Shimer College J.424 S Stale Street Chicago IL 60616 36-2167921 501(c)(3) 10,000 for general operations

Shimer College J.424 S State Street Chicago IL 60616 36-2167921 501(c)(3) 10,000 for general operellons

Shimer College J.424 S State Streel Chicago IL 60616 36-2167921 501(c)(3) 10,000 for general operallons

Shimer College J.424 S State Street Chicago IL 60616 36-2167921 501(c)(3) 10,000 for general operations

Shimer College J.424 S State Stree1 Chicago IL 60616 36-2167921 501(c)(3) 10,000 for general operallons

Show Me Institute 7777 Bonhomme Avenue Suite 2150 St Louis MO 6310~139 20-1957878 501(c)(3) 10,000 for health care proJect

Show Me Institute 7777 Bonhomme Avenue, Suite 2150 St Louis MO 6310~139 20-1957878 501(c)(3) 25,000 for transparency proJect

Show Me Institute 7777 Bonhomme Avenue, Suite 2150 St LOUIS MO 6310~139 20-1957878 501(c)(3) 50,000 for general operallons and capac,ty building

Show Me Institute 7777 Bonhomme Avenue, Suite 2150 St LOUIS MO 6310~139 20-1957878 501(c)(3) 50,000 for general operations and capac,ty building

Show Me Institute 7777 Bonhomme Avenue, Suite 2150 St LOUIS MO 6310~139 20-1957878 501(c)(3) 100,000 for transparency pro1ect

Sky Ranch Foundallon 600 N Pea~ SI, Ste 635, LB 148 OaUas TX 75201 7!'>-2147444 501(c)(3) 10,000 for general operations

South Carohna Pohcy Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 10,000 for general operallons and capacity building South Carolina Pabey Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 15,000 as a matching grant South Caroline Pohcy Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 35,000 for the Joumahsm pro1ect South Carolina Pohcy Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 100,000 for general operallons and capac,ty building

South Carolina Polley Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 170,000 for transparency proJecl South Carolina Polley Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 200,000 for the 2009 C1llzen Reporter project South Carohna Pohcy Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c){3) 30,000 for direct mad efforts South Carohna Pohcy Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 35,000 for the 1oumal1sm proJect South Carolina Pohcy Council 1323 Pendleton Street Columbia SC 29201-3715 57-0835744 501(c)(3) 65,000 for the 1oumal1sm pro1ect St Johnsbury Athenaeum 1171 Main Street St Johnsbury VT 05819 03-0183005 501(c)(3) 5 000 for general operations

Schedule I Part II Line 1 Pages of 10

Donors Capital Fund, Inc.

I•! Gr11ntae Address

St Matthew Catholic School 221 SE Walnut Street Hillsboro OR

State Pohcy Netw::>rk 2020 North 14th Street Art1ngton VA

State Polley Net\Wrk 2020 North 14th Street Artmgton VA

State Pohcy Net\Wrk 2020 North 14th Stroot Arlington VA

State Policy Network 2020 North 14th Street Arlington VA

State Pohcy Network 2020 North 14th Street Arlington VA

State Pohcy Network 2020 North 14th Stroot Arlington VA

State Policy Neh\Ork 2020 North 14th Street Arlington VA

State Pol,cy NehWrk 2020 North 14th Street Arlington VA

State Polrcy NohWrk 2020 North 14th Street Arlington VA

State Poltcy Netv.ork 2020 North 14th Street Arhngton VA

State Polrcy NohWrk 2020 North 14th Stroot Arlington VA

State Polrcy NehWrk 2020 North 14th Street Arlington VA

State Polrcy NohWrk 2020 North 14th Street Arlington VA

State Polrcy NohWrk 2020 North 14th Stroot Arlington VA

State Polley Net'MJrk 2020 North 14th Street Arlington VA

State Polrcy NohWrk 2020 North 14th Stroot Arlington VA

State Pohcy Neht.Ork 2020 North 14th Stroot Arlington VA

State Pohcy Neht.Ork 2020 North 14th Stroot Arlington VA

State Pohcy NeMOrk 2020 North 14th Stroot Attington VA

State Pohcy NeMOrk 2020 North 14th Stroot Arlington VA

State Pohcy Net'MJrk 2020 North 14th Stroot Arlington VA

State Pol,cy Network 2020 North 14th Street Arlington VA

State Polley Net'MJrk 2020 North 14th Stroot Arlington VA

State Polrcy NohWrk 2020 North 14th Street Arilngton VA

State Pohcy Neht.Ork 2020 North 14th Street Attington VA

State Polrcy NohWrk 2020 North 14th Stroot Attmgton VA

State Pohcy NeMOrk 2020 North 14th Stroot Attmgton VA

State Pohcy Net'MJrk 2020 North 14th Street Attmgton VA

State Polley Net'MJrk 2020 North 14th Street Arlington VA

State Pol,cy Network 2020 North 14th Street Attington VA

Stewards of the Range Inc PO Box 490 Mend1an ID

Student Government Affairs Program 2435 N Control Expressway, Ste 300 Richardson TX

StudentNewsOa1ly com PO Box 30353 Edmund OK

Students for Liberty PO Box 17321 Arlington VA

Students for Liberty PO Box 17321 Arlington VA

Sutherland Institute 307 Wost 200 South Suite 5005 Salt Lake City UT

Sutherland Institute 307 West 200 South Suite 5005 Salt Lake City UT

Sutherland Institute 307 wost 200 South, Suite SOOS Salt Lake City UT

Suther1and Institute 307 Wost 200 South Suite 5005 Salt Leko City UT

Taxpayers for Common Sense 651 Pennslyvan1a Avenue SE Washington, DC

Teen FLOW Youth M1nistnes PO Box 733 Midland TX

Tennessee Center for Pohcy Research PO Box 198646 Nashville TN

Tennessee Center for Pohcy Research PO Box 198646 NashVllle TN

Tennessee Center for Pohcy Research PO Box 198646 Nashville TN

Tennessee Center for Pohcy Research PO Box 198646 Nash VIiie TN

Tennessee Center for Pohcy Research PO Box 198646 Nash VIiie TN

Tennessee Center for Pohcy Research PO Box 198646 Nash VIiie TN

Tennessee Center for Pohcy Research PO Box 198646 Nash VIiie TN

Tennessee Center for Polley Research PO Box 198646 NashV1lle TN

Tennessee Center for Pohcy Research PO Box 198646 Nashville TN

Tennessee Center for Policy Research PO Box 198646 NashVIIIB TN

Texas Pubhc Pohcy Foundation 900 Congress Avenue, Suite 400 Austm TX

Texas Public Pohcy Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Pohcy Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Pohcy Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Polley Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Pohcy Foundation 900 Congress Avenue, Surte 400 Austm TX

Texas Public Polley Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Polley Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Po hey Foundation 900 Congress Avenue, Suite 400 Austin TX

Texas Public Pohcy Foundation 900 Congress Avenue Suite 400 Austin TX

Texas Pubhc Pohcy Foundation 900 Congress Avenue, Surte 400 Austin TX

Form 990 • 2009 Grants Sch I Part II • Line 1

(b!EIN !c!IRC

97123--0971 53--0196617 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57-0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

22201 57--0952531 501(c)(3)

83680--0490 82--0472269 501(c)(3)

75080-2753 65--0348492 501(c)(3)

73003 05--0611977 501(c)(3)

94-3435899 501(c)(3)

94-3435899 501(c)(3)

84101 87--0531727 501(c)(3)

84101 87--0531727 501(c)(3)

84101 87--0531727 501(c)(3)

84101 87--0531727 501(c)(3)

20003 52-1941122 501(c)(3)

79702 7!>-2899609 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

37219 20-1808567 501(c)(3)

78701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

76701 74-2524057 501(c)(3)

78701 74-2524057 501(c)(3)

76701 74-2524057 501(c)(3)

76701 74-2524057 501(c)(3)

ldJCash !•! Non-cash

10 000

2,000

10,000

15,000

20,000

20,000

20,547

25,000

25,000

25,000

25,000

25,000

25,000

30,000

30,000

32,000

35,000

50,000

50,000

50,000

55,000

65,000

90,000

95,500

100,000

150,000

250,000

250,000

250,000

250,000

500,000

2,000

7 500

20,000

2,500

25,000

10,000

10,000

25,000

55,000

12,500

4,500

5,000

10,000

10,000

20,000

25,000

25,000

37,500

37,500

75,000

100,000

5 000

10,000

10,000

20 000

25,000

25,000

50,000

75,000

150,000

250 000

300,000

EIN: 52·1934032 • I. t

lhJPu::;eose for general operations

for general operations

for general operations for direct mall efforts

for the Liberty on the Rocks proJect

for capacity building

for CapitolBeat expenses

for capacity building

to support the Idaho Freedom Foundation's start-up activit1es

for the Idaho Freedom Foundation

to support the Idaho Freedom Foundation's start-up act1V1t1es

for start-up act1v111es 1n Idaho

for capacity bu1ld1ng

for the Liberty on the Rocks project

for travel expenses

for ALEC memberships

for Idaho Freedom Foundation's "Idaho Votes" proJect

for "Cahfom1a Votes" pro1ect

for Idaho Freedom Foundation's "Idaho Votes" proJect

for start-up actlvd1es in New Jersey

for news bureau project

FBO the Wyoming state think tank

for transparency proJact

for ALEC membership and task force fees for 2009

for Idaho Freedom Foundation

for transparency proJect

for capacity building

for capaaty building

for capacity building

for capat1ty building

for fundra1smg

for general operations

for general operations

for hst expanstan

for general operations

for general operations

for 2009 state health care policy reform proJect

for transparency project

for direct mall efforts

for transparency project

to support earmarks database

$3,500 for computer equipment and S 1,000 for "No Excuse" proJect

for general operations

for direct mail efforts

for website changes

for direct ma1I efforts

for transparency proJect

for the 1oumal1sm pro1ect

for the Journalism proJect

for the Journalism proJect

for general operations and capacity budding

for transparency proJect

for general operations

for the cap and trade proJect

for the cap end trade proJect

for the cap end trade pro1ect

for ALEC membership and task force fees for 2009

for efforts on behalf of Western C1V1hzat1on lmt1atlve

to promote the Laffer health care study m major media outlets

for efforts on behalf of Western CIVlhzatlon

for transparency proJect

for general operations and capeCJty building

for the 2009 state health care pohcy reform pro1ect

Schedule I Part II Line 1 Page9 of 10

Donors Capital Fund, Inc.

i•l Grantee Address

Texas Watchdog 945 McKinney St #221 Houston

Texas Watchdog 945 McKinney St #221 Houston

Texas Watchdog 945 McKinney St #221 Houston

Texas Watchdog 945 McKinney SI #221 Houston

Thomas Jefferson Institute 9035 Golden Sunset Lane Spnngfiold

Thomas Jefferson Institute 9035 Golden Sunset Lane Spnngfield

Thoma1 Jefferson Institute 9035 Golden Sunset Lane Spnngfield

Thomas Jefferson Institute 9035 Golden Sunset Lane Spnngfield

Thomas Jefferson Institute 9035 Golden Sunset Lane Spnngfield

Tolson Group 3821 Umvers1ty Boulevard Dallas

Un1vers1ty of Ch,c.ago 1212 E 591h Stroot Chicago

University of Notre Dame 11 O Grace Hall Notre Dame

Un1ver&1ty of Texas -Austin 1 Un1vers1ty Station C4100 Austin

Umver&1ty of V1rg1ma Foundation Dopt of Poht1cs, PO Box 400787 Chartottosvdlo

US English Foundation 1747 Pennsylvania Ave NW Suite 1050 Washington

V1Danova Un1vers1ty 800 Lancaster Avenue Villanova

V1rg1nia Institute for Pubhc Pohcy 7328 Early Markor Court GainesviDe

Virginia lnslltute for Public Pohcy 7326 Early Marker Court GainesviDe

Virginia lnslltute for Public Policy 7326 Early Markor Court Ga1nesv1De

Virginia Institute for Public Pohcy 7326 Early Markor Court Ga1nesv1De

Virg1n1a Institute for Public Pohcy 7326 Early Markor Court Ga1nesv1De

Virginia lnslltute for Pubhc Pohcy 7326 Early Marker Court Gainesv1De

Washington Legal Foundation 2009 Massachusetts Avenue, NW Washington

Washington Pohcy Center PO Box 3643 Seattle

Washington Policy Center PO Box 3643 Seattle

Washington Pohcy Center PO Box 3643 Seattle

Washington Pohcy Center PO Box 3643 Seattle

Wor1d Journalism Institute 350 Fifth Avenue, Suite 1500 New York

'Nyom1ng Liberty Group 17 40.H Dellrango Blvd , #459 Cheyenne

Wyoming Liberty Group 17 40.H Dellrango Blvd , #459 Cheyenne

1/wyommg Liberty Group 1740.H Dollrango Blvd, #459 Cheyenne

Wyoming Liberty Group 17 40.H Dellranga Blvd , #459 Cheyenne

Wyoming Liberty Group 17 40.H Dollranga Blvd , #459 Cheyenne

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee lnsl.Jtute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Yankee Institute PO Box 260660 Hartford

Young Amenca s Foundation 110 Elden Street Suite A Herndon

Young Amenca's Foundation 110 Elden Street, Suite A Herndon

Young Amenca's Foundation 110 Elden Street Suite A Herndon

Young Amenca's Foundation 110 Elden Street Suite A Hamdan

Young Amenca's Foundallon 110 Elden Street, Suite A Hamdan

Young Life PO Box 520 Colorado Spnngs

TX

TX

TX

TX

VA

VA

VA

VA

VA

TX

IL

IN

TX

VA

DC

PA

VA

VA

VA

VA

VA

VA

DC

WA

WA

WA

WA

NY

WY

WY

WY

WY

WY

CT

CT

CT

CT

CT

CT

CT

CT

CT

CT

CT

CT

CT

CT

CT

VA

VA

VA

VA

VA

co

Fonn 990. 2009 Grants Sch I Part II • Line 1

jb!EIN jc!IRC

77002 26-3057133 501(c)(3)

77002 26-3057133 501(c)(3)

77002 26-3057133 501(c)(3)

77002 26-3057133 501(c)(3)

22153 51--0280185 501(c)(3)

22153 51--0280185 501(c)(3)

22153 51--0280185 501(c)(3)

22153 51--0280185 501(c)(3)

22153 51--0280185 501(c)(3)

75205 35-2244262 501(c)(3)

60637 36-2177139 501(c)(3)

46556 35--0868188 501(c)(3)

78712 74-6000203 501(c)(3)

22904-4787 54-1682176 501(c)(3)

20006 52-1524976 501(c)(3)

19805 23-1352688 501(c)(3)

20155 54-1870848 501(c)(3)

20155 54-1870848 501(c)(3)

20155 54-1870848 501(c)(3)

20155 54-1870848 501(c)(3)

20155 54-1870848 501(c)(3)

20155 54-1870848 501(c)(3)

20036 52-1071570 501(c)(3)

98124-3643 91-1752769 501(c)(3)

98124-3643 91-1752769 501(c)(3)

98124-3643 91-1752769 501(c)(3)

98124-3643 91-1752769 501(c)(3)

10118 501(c)(3)

82009 26-2828115 501(c)(3)

82009 26-2828115 501(c)(3)

82009 26-2828115 501(c)(3)

82009 26-2828115 501(c)(3)

82009 26-2828115 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(t)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 50t(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 501(c)(3)

06126 52-1358144 50t(c)(3)

06126 52-1358144 501(c)(3)

2017~809 23-7042029 501(c)(3)

2017~809 23-7042029 50t(c)(3)

2017~809 23-7042029 50t(c)(3)

2017~809 23-7042029 50t(c)(3)

2017~809 23-7042029 50t(c)(3)

80901 84--0385934 501(c)(3)

TOTAL GRANTS

id!CHh

20,000

60000

80000

115 000

5,000

9,450

20 000

25,000

35,000

10,000

50000

25 000

25,000

25,000

10000

25,000

10,000

10,000

30000

30,000

40000

80,000

2,000

15000

45,000

50,000

70,000

56,000

20,000

25,000

30,000

65,000

100,000

15,000

15,000

15,000

15,000

15,000

15,000

15,000

15,000

15,000

15,000

19,700

25,000

26,000

30,000

63,117

1 000

4000

4000

5,000

150,000

550

$ 59,781,233

ie! Non-cash

EIN: 52-1934032 •

lh!Pu:;i:se for general operations

for general operations

for general operations

for ne'NS bureau proJect

for heatth care proJect

for transparency proJect

for phone bank fundra1smg and capacity building

for general operations and capacity bu1ldmg

for transparency proJect

for general operations

for Chicago Careers 1n Joumabsm

to establish the" JMC-Ventas Higher Educallon lnrt1allve" Post Ooctonal Fello¥1Sh1p

to estabhsh the "JMC-Ventas Higher Education lnrt1allve" Post Doctonal Fellowship

to establish the "JMC-Ventaa Higher Education lmt1ative" Post Doctonal Fellowship

for the Bnefing Sanes 2010

to establish the" JMC-Ventas Higher Education lnit1allve" Post Doctonal Fellowship

for 2009 state health care policy reform proJect

for transparency proJect

for general operations and capaaty bu1ld1ng

for the organizations direct mail efforts

for the 1oumahsm pro1ect

for transparency proJect

for general operallons

for ALEC membership and task force fees for 2009

for transparency pro1ect

for the state health care pohcy reform pro1ect

for the Center for the Environment pro1ect

for intemshtp stipends

for transparency pro1ect

for start-up acllvrt1es

for the direct mad efforts

for transparency pro1ect

for the C1llzen Liberty Resources pro1ect

for general operations

for general operabons

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for general operations

for 2009 1nfrastucture proJects

for the direct mail efforts

for general operations

for capacity bu1ld1ng

for a transparency v.-ebs1te

for general operel.Jons

$2,500 for general operations and $1 ,500 for the Reagan Ranch

for general operellons

for general operations

for the National Joumahsm Center intern program

for the Andrew Sharp - Year-long 1ntemsh1p program

Schedule I Part II Lme 1 Page10 of 10

'.