P. 1
2008-541934032-0586b7b7-9 (1)

2008-541934032-0586b7b7-9 (1)

|Views: 111|Likes:
Published by Justin Elliott

More info:

Published by: Justin Elliott on Nov 15, 2010
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

10/03/2011

pdf

text

original

·, ...

t Form 9~0

Department of the Treasury tnternal Revenue Service

OMB No 1545·0047

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)

• The orqaruzanon may have to use a copy of this return to satisfy state reporting requrrernents

2008

Open tOjPUblic-lnSpectionj

For the 2008 calendar year, or tax year beginning , 2008, and ending ,
B Check If applicable C Name of organization D Employer Identification Number
Please use Donors Capital Fund, 54-1934032
~M.=~"" IRS label Inc
ort,rint Number and street (or PObox If mall IS not delivered to street addr) jRoom/sUite E Telephone number
Name change or pe.
See P.O. Box 1305 (703) 535-3563
I rutral return specific
lnstruc- City. town or country State ZIP code + 4
Termination tions.
Amended return Alexandria VA 22313 G Gross receipts $ 67, 681, 646.
o Application pending F Name and address of pnncipal officer H(a) Is trus a group return for affiliates' ~ Ves ~ No
Wh~tney L. Ball P.O. Box 1305 Alexandria VA 22313 H(b) Are all affiliates Included' Ves No
iXlS01 (C) n 4947(a)(1 ~ or nS27 If 'No; attach a list (see mstructions)
I Tax·exem~t status ( 3 ) ... (Insert no )
J Website: • N/A H(c) Group exemption number ~
K Type of organization' lx Corporation I I Trust I I Associauon I l Other· I L Year of Formallon 1999 I M State of legal domicile MD
I Part I 0 'J Summary
1 Briefly describe the organization's mission or most Significant activities _§~E.o~t:... I~~ 5..9~(~lJ lJ !...(~)~ [3 L ~r9.s.!. ~h~~h .i'!.l~v~~t~,
~ _!.~o~g..E ~d~c.!t_!_o.!!., _r!.s!..a~c~ ~<!._p.!.l.~a.!e_l.!!.l.~l.~t!..v!.s!... ~~~~ ~ m~5~ e..e£V~s~v~ ~<!_ r~d2:c~l_n.!.e~s!.... ~~~~'L tEo~e_r~l~t~n2.. t:_o ~o.£l~l_
0
c ~~~a:£.e!... ~C!...l ~h!.... ~~~o~~n.!.,_e£o~o~ES..!. 2.0!:.eEn~n.E~ !o_Ee_!g_E .!.ela..!l....?~!.... a_Ed_ aEt_!! ~n~ ~!._t~r~; ~n~ ~h!.c!!. E!!l£.o~r~g~ E..h~1~_n.!h.E02y_
III
c .i'~d _i~di ~~u~l,_g2- ~i~g_aE<!. r~~~n~~b!l~ Y.i'~ ~n .Jl~S~~ _!:~ ~oEi_!!y,: s_n~e_d~, _a~ £P_p~~d_t£ 9.0~~~~l!...t~l_i!!v.El,_v~m_!!l!...t.:._
..
GI
> 2 Check thrs box. 0 If the organization discontinued ItS operations or disposed of more than 2S% of ItS assets,
0
e 3 Number of voting members of the governing body (Part VI, line 1 a) 3 9
CIII
III 4 Number of Independent voting members of the governing body (part VI, line 1 b) 4 8
GI 5 Total number of employees (Part V, line 2a) 5 °
E
> 6 Total number of volunteers (estimate If necessary) 6 °
s
c( 7a Total gross unrelated business revenue from Part VIII, line 12, column (C) 7a -183,045.
b Net unrelated ousiness taxable Income from Form 990·T, line 34 7b -184,018.
~~=-,~~ Prior Year Current Year
GI 8 Contnbutions and qrants (P"'t~"" ",lWlIi,CE:1VED__, ~ 52,508,615. 41,649,57l.
:::J 9 Program service revenue (PartlVII Ifjine 2g)
I:
GI 10 Investment Income (Part VIII, cottlmn~th/l~ & 4zeG97c Q 3,340,417. -4 139 979.
>
GI
a: 11 Other revenue (Part VIII, columJ(A), I nes S, d, 8c, 9c, 10 :,~ d 11e) 1,492,844.
12 Total revenue - add lines 8 through..l1 (must equal Part't!1 :'t lumn (A), line 12) 57,341,876. 37,509,592.
13 Grants and Similar amounts paid (Pa~~~~~bs 1·3 44 751,00L 70,858,213.
Benefits paid to or for memberJ(Part'Tx-;-t:OtUmn cAril'ne ll)
14
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5·10) 0. 0.
III
GI 16a Protessronal fundraismq fees (Part IX, column (A), line 11 e) 0.
ell
C
GI 0. ~ ;.i: ? ~~~ I
Co b Total fundrarsmq expenses (Part IX, column (D), line 2S) • s ,~
~ -
17 Other expenses (Part IX, column (A), lines 11 a·11 d, 1lf·24f) 743,610. 694,924.
18 Total expenses Add lines 13·17 (must equal Part IX, column (A), line 25) 45 494,61l. 71,553,137.
19 Revenue less expenses. Subtract line 18 from line 12 11,847,265. -34,043,545.
b8 Beginning of Year End of Year

d 20 Total assets (Part X, line 16) 95,203,081. 55,606,048.
••
°al 21 Total liabilities (part X, line 26) 402,023. 187,259.
~~
.~ 94,801,058. 55,418,789.
z,. 22 Net assets or fund balances. Subtract line 21 from line 20
I Part II 0 Signature B)ock
under .. ~'~~~~"'". ,"d""",! accorn pa ",,", '''"'r''' and sta .. men ts, a nd to the ~. my knowledqe ,00 behet, " .,
true. correct, n Ie e clar non of pre r the officer) IS bas d on all information a which preparer has any know Ie ge
Sign ~ (J ~ I \3 NOV ~
Here ~I:ff,cer' BaV - Date
~ tney L. Secretary
Type or pnnt name and title
Date Check If Pre parer's Identifying number
sett- .~ (see Instructions)
Paid Preparer's employed
Pre- signature ~ Jeffrey C Z_ysik 11/12/09
Barer'S Charitable Entity Administration LLC
Firm's name (or
se yours If self- 86 Unit 3
Only ~:rcfr~l:.~nd ~ Day Trade St EIN •
ZIP+4 Henderson NV 89074 Phone no • (702) 541-8400 ._

May the IRS diSCUSS this return With the preparer shown above? (see instructions)

Yes 0 No

,

~

BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

TEEA010l

04123/09

r

54-1934032

Pa e 2

Briefly describe the organization's mission.

_§~Q.P.9ft_ !.R_C_5..9~ La] J.1J-L 12j! 13J _o.!'g~,_w_hi.-~h_'!.ll~~iil~e_/ _tpfq_u.9h ~Q.u_C~~i.9!!L f~s~~r_c.b-.?!!<! Q_r_i~~t_e_ J.!!i_t_!a_ti, ~e~ L ~..o.~heJ:Y'~ _m~~t_P~~Vil~i'y~ ~n~ _r.e<ii~i!.l_n~~dll L _!n_c.!l!..di,I!9_t.!.tC2.S~ .!'~1..?~l._n9 !q_ ~o~hal.!1'~l_!.er_eL _

..?~e_FQ!,!, ~9_Q,_f'~g~ ~,£,~rt...!l!., !o!~_! icq_n!!n~~)_ _

2 Did the organization undertake any significant program services dunnq the year which were not listed on the prior Form 990 or 990-EZ?

If 'Yes,' describe these new services on Schedule 0

3 Did the organization cease conducting, or make significant changes In how It conducts, any program services?

If 'Yes,' describe these changes on Schedule 0

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)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, If any, for each program service reported

o Yes ~ No

o Yes ~ No

4a(Code' )(Expenses $ 70,878,798. including grants of $ 70,858,213.)(Revenue $ 32,180,868.)

_§~Q.P_o.!'t. _I13-g_ _5.9~ La] HJ_ ~ _5..9~ LaJ J~_)_ 9~c;I!3L _~i.-~h_ ill-le.Y!'!.t~L _tpfq_u.9h _

_!!~£a!_l.~,!! .Ee...!'~E.c~ ~n~ I2.r~v~~ .!_n_! ~~t~v~s...! .!!0S~~Y~S.2"£s.!: E.e.Ev.2~ ~e.1l!!..d..E~d~c~l_n~e~~ 2:~~u~i.!!9_t~o~~r~1.2t:...1.~9_t~ ~£l.~l_ .!'~ !_aE_e L !!,e~l !_hL ~n~l._!q_llI!:.e~t L ~c~n£m2:c..!! ,_9~V_!!JO!l~n£e L !_OE_el9E E_e.!a.!:~~ L ~q_ a_!~ ~n~ £u~ t2':r:e La!!,d_w!!,l.£h _e!!..c£u.Ea.9'~PEll-~!!,E_0E.Y_ .2~d _i!!<g ~i~u.1l~ \I_i ~~n'l ~nE .E~e.0E~i~il-~ty ~s_a_!l.2~s~e_! _!:'?_ ~o~i_!!!y~ s_ ~~d~ ,_ a~ 2ep~s_!!~ ~o _g~v_!!E_~~n!_al- i~v~l~~m~n.!::_

4b (Code

____ ) (Expenses $ _

Including grants of $ ) (Revenue $ _

4c (Code

____ ) (Expenses $ Including grants of $ ) (Revenue $ _

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

4d Other program services (Describe In Schedule 0 )

(Expenses $ Including grants of $ ) (Revenue $

4 e Total program service expenses ~ $ 7 0 , 87 8, 7 98. (Must equal Part IX, Lme 25, column (8) )

BAA

TEEAO 102 12124108

Form 990 (2008)

••

Form 990 (2008)' Donors Cap i.t a L Fund, Inc

54-1934032

Page 3

I Part IV I Checklist of Reauired Schedules

Yes No

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

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

3 Did the organization engage In direct or indirect political campaign activities on behalf of or In opposition to candidates for public office? If 'Yes,' complete Schedule C, Part I

4 Section 501 (c)(3) organizations. Did the organization engage In lobbymq actrvitres? If 'Yes,' complete Schedule C, Part II

1

x

2

x

3

x

4

x

5 Section 501(c)(4), 501 (c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) notice and

reporting requirement and proxy tax? If 'Yes, ' complete Schedule C, Part III 1-..:.5-+---t __

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

6 X

7 Did the organization receive or hold a conservation easement, Including easements to preserve open space, the environment, histone land areas or hrstonc structures? If 'Yes,' complete Schedule D, Part II

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

7 X

8 X

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

10 Did the organization hold assets In term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V

11 Did the organization report an amount In Part X, lines 10, 12, 13, 15, or 25? If 'Yes, ' complete Schedule D, Parts VI, VII, VIII, IX, or X as eppitceble

12 Did the organization receive an audited financial statement for the year for which It IS completing thrs return that was prepared In accordance with GAAP? If 'Yes, ' complete Schedule D, Parts XI, XII, and XIII

13 Is the organization a school descnbed In section 1 70(b)(1 )(A)(II)? If 'Yes,' complete Schedule E 14a Did the organization maintain an office, employees, or agents outside of the US?

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaklng, fundraismq, business, and program service activities outside the U S.? 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

Individuals located outside the United States? If 'Yes, ' complete Schedule F, Part III

17 Did the organization report more than $15,000 on Part IX, column (A), line 1 le? If 'Yes,' complete Schedule G, Part I 18 Did the organization report more than $15,000 total on Part VIII, lines 1c and Ba? If 'Yes,' complete Schedule G, Part II 19 Did the organization report more than $15,000 on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part /II

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

21 Old the orqaruzanon report more than $5,000 on Part IX, column (A), line 17 If 'Yes,' complete Schedule I, Parts I and /I 22 Old the organization report more than $5,000 on Part IX, column (A), hne 2? If 'Yes,' complete Schedule I, Parts I and 11/

23 Did the organization answer 'Yes' to Part VII, Section A, questions 3, 4, or 5? If 'Yes,' complete

Schedule J

9 X

10 X

11 X

12 X

13 X

14a X

14b X

15 X

16 X

17 X

18 X

19 X

20 X

21

X

22

X

23 X

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 questions 24b-24d and complete Schedule K. If 'No, 'go to question 25

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

24a X

24b

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

any tax-exempt bonds? j-=2:_:4c:c+-_+- __

d Did the organization act as an 'on behalf of' Issuer for bonds outstanding at any time dunnq the year? t-=2:_:4.=d+-_-+- __

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

X

25a

b Did the organization become aware that It had engaged In an excess benefit transaction with a disqualified person from a prior year? 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 disqualified 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, or substantial contributor, or to a person related to such an mdrvrdual? If 'Yes,' complete Schedule L, Part /II

X

25b

X

26

X

27

Form 990 (2008)

BAA

TEEA0103 10113IOS

Form 990 (2008)' Donbrs Cap]. tal Fund Inc

54-1934032

lPartlV I Checklist of Required Schedules (continued)

28 Dunng the tax year, did any person who IS a current or former officer, director, trustee, or key employee

a Have a direct busmess relationship with the organization (other than as an officer, director, trustee, or employee),

or an indirect business relationship through ownership of more than 35% In another entity (Individually or collectively with other person(s) listed In Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV

b Have a family member who had a direct or indirect business relationship with the organization? If 'Yes, ' complete Schedule L, Part IV

c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional corporation) domq busmess with the organization? If 'Yes, ' complete Schedule L, Part IV

29 Did the organization receive more than $25,000 In non-cash contnbutrons? If 'Yes,' complete Schedule M

30 Did the organization receive contnbutrons of art, histoncal treasures, or other Similar assets, or qualified conservation contnbutions? 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, III, IV, and V, Ime 1

35 Is any related organization a controlled entity within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R, Part V, line 2

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-chantable related organization? If 'Yes,' complete Schedule R, Part V, Ime 2

37 Did the organization conduct more than 5% of ItS activities through an entity that IS not a related organization and that IS treated as a partnership for federal Income tax purposes? If 'Yes,' complete Schedule R, Part VI

BAA

TEEA0104 12118108

Page 4

Yes

No

28a X
28b X
28c X
29 X
30 X
31 X
32 X
33 X
34 X
35 X
36 X
37 X
Form 990 (2008) Form 990 (2008) Donors Capital Fund, Inc

54-1934032

PageS

Yes No
0
0
lc X
" ,
-,
O~,
2b
I
3a X
3b X
4a X b If 'Yes' has It filed a Form 990-T for this year? If 'No,' provide an explanation In Schedule 0

4a At any time durrnq the calendar year, did the organization have an Interest In, or a signature or other authority over, a financial account In a foreign country (such as a bank account, secunties account, or other financial account)?

b If 'Yes,' enter the name of the foreign country. ~ ~B~e~r~rn~u~d=a:'__ f

See the Instructions for exceptions and filing requirernents for Form TO F 90-22.1, Report of Foreign Bank and

Financial Accounts

Sa Was the organization a party to a prohibited tax shelter transaction at any time dunnq the tax year?

b Did any taxable party notify the organization that It was or IS a party to a prohibited tax shelter transaction?

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

6a Did the organization solicit any contributions that were not tax deductible?

b If 'Yes,' did the organization Include with every solicitation 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 provide goods or services In exchange for any quid pro quo contribution of more than $75? b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which It was required to file

Form 8282? _7:,.c=t-_+.;,;X~

d If 'Yes,' Indicate the number of Forms 8282 filed dunnq the year 1L__7:.__d~IL__ lf:i'f~'> ,'" ~

e Did the organization, dunnq the year, receive any funds, directly or indirectly, to pay premiums on a personal

benefit contract?

f Did the organization, dunnq the year, pay premiums, directly or indirectly, on a personal benefit contract? g For all contributions of qualified Intellectual property, did the organization file Form 8899 as required?

h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? 8 Section S01(c)(3) and other sponsoring organizations maintaining donor advised funds and section S09(aX3)

supporting organizations. Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time dunnq the year?

9 Section 501 (cX3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966?

b Did the organization make any distribution to a donor, donor advisor, or related person? 10 Section S01(c)(1) organizations. Enter:

a Initiation fees and capital contributions Included on Part VIII, line 12

b Gross Receipts, Included on Form 990, Part VIII, line 12, for public use of club tacihties

l Part V I Statements Regarding Other IRS Filinas and Tax Compliance

1 a Enter the number reported In Box 3 of form 1096, Annual Summary and Transmittal of U S Information Returns Enter -0- If not applicable

b Enter the number of Forms W-2G Included In line 1 a. Enter -0- If not applicable

I ~:I

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

2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending With or Within the year covered by thrs return

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

Note. If the sum of lines 1 a and 2a IS greater than 250, you may be required to e-tne this return. (see Instructions) 3a Did the organization have unrelated business gross Income of $1,000 or more dunnq the year covered by

thrs return?

lOb

11 Section 501 (cX12) organizations. Enter

l"al

a Gross Income from other members or shareholders

X

Sa

Sb

Sc

6a

6b

12a

X

X

X

7a

7b

7e

X

7f

X

7g

7h

8

X

,j

9a

X

9b

X

b Gross Income from other sources (Do not net amounts due or paid to other sources against

amounts due or received from them) L..:l...:l-=b:J._ t--t---t--

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

b If 'Yes,' enter the amount of tax-exempt Interest received or accrued dUring the year I 12bl

BAA

TEEA0105 04/08/09

Form 990 (2008)

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

Form 990 (2008) 'Donors Ca ital Fund Inc 54-1934032 Page 6

Part VI Governance, Management and Disclosure (Sections A, a, and C request mtormetton about poltctes not required by the Internal Revenue Code.)

Section A Governing Body and Management

Yes No

For each 'Yes' response to Imes 2·7b below, and for a 'No' response to tines 8 or 9b below, descnbe the cucumstences, processes, or changes In Schedule 0 See mstrucuons.

1 a Enter the number of voting members of the governing body ~__:_1::at9::"_--------1

b Enter the number of voting members that are Independent 1 b 8

~~~---------I

2 Old any officer, director, trustee, or key employee have a family relationship or a business relationship With any other

officer, director, trustee or key employee? , ,

3 Old the organization delegate control over management duties customanly performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?

4 Old the organization make any Significant changes to ItS organizational documents

since the pnor Form 990 was filed?

5 Old the organization become aware dunng the year of a matenal diversion of the organization's assets? 6 Does the organization have members or stockholders?

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

governing body? ,

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

8 Old the organization contemporaneously document the meetings held or wntten actions undertaken dunng the year by the follOWing'

a The governing body?

b Each committee With authonty to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates?

b If 'Yes,' does the organization have wntten pohcies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent With those of the organization?

10 Was a copy of the Form 990 provrded to the organization's governing body before It was filed? All organizations must descnbe In Schedule 0 the process, If any, the organization uses to review the Form 990

11 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 0

;~
2
3
4
5
6
7a
7b
Ib
8a X
8b X
9a
9b
10
11 X

X

X

X

X

X

X

X

X

X

Section B. Policies

Yes No
12a Does the organization have a wntten conflict of Interest pohcy? If 'No,' go to tine 13 12a X
b Are officers, directors or trustees, and key employees required to disclose annually Interests that could give nse 12b
to conflicts? X
c Does the organization regularly and consistently monitor and enforce compliance With the policy? If 'Yes, ' descnbe tn
SChedule 0 how this IS done 12c X
13 Does the organization have a wntten whistleblower policy? 13 X
14 Does the organization have a wntten document retention and destruction policy? 14 X
15 Old the process for determining compensation of the followmq persons Include a review and approval by Independent J
persons, comparability data, and contemporaneous substantiation of the deliberation and decrsiorr I",,,
a The organization's CEO, Executive Director, or top management official? 15a X
b Other officers of key employees of the organization? 15b X
Descnbe the process In Schedule 0 (see Instructions) I
16a Old the organization Invest In, contnbute assets to, or participate In a JOint venture or Similar arrangement With a taxable 16a X
entity dunng the year?
b If 'Yes,' has the organization adopted a wntten policy or procedure requmnq the organization to evaluate ItS participation %1 :1
In JOint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt 16b
status With res(!ect to such arranf;lements? Section C. Disclosures

17 List the states With which a copy of this Form 990 IS required to be filed· ..?~e_S.!_a~~F2r:!!l.J~0_F!!e.Q!EI _

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

o Own website 0 Another's website IKl Upon request

19 Descnbe In Schedule ° whether (and If so, how) the organization makes ItS governing documents, conflict of Interest policy, and tmancrat 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

• _t!!~ _O_!'gC!_nl~C!t_i.9~ t_h~ _9!:qa_!l~~a_t~Q.n_'!:? _ ~~c!_r~~~ L7_g~)_5_3~:.3_?§~

BAA Form 990 (2008)

TEEA0106 12118108

Form 990 (2008) Donors Ca ital Fund Inc 54-1934032

Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Page 7

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1 a Complete this table for all persons required to be listed. Use Schedule J-2 If additional space IS needed.

• List all of the organization's current offlcer~ directors, trustees (whether individuals or organizations), regardless of amount of compensation, and current key employees Enter -u- In columns (D), (E), and (F) If no compensation was paid

• 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) or more than $100,000 from the organization and any related organizations

• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

• List all of the organization's former directors or trustees that received, In the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations

List persons In the followmq order mdivrdual trustees or directors; institutional trustees; officers, key employees; highest compensated employees; and former such persons

Ixl Check this box If the organization did not compensate any officer, director, trustee, or key_emjlloyee
(A) (B) (c) (0) (E) (F)
Name and TItle Average Posmon (check all that apply) Reportable Reportable EstImated
hours cornpensatron from cornpensanon from amount of other
per week s;: " 5 ~ " ~ ~ 'I the or~,zat,on related o~anozatlons com pensanon
e, ~ .:! ::I<r g
~~ ~;; :; 01'1-211 -MISC) 01'1·211 9·MISC) from the
~ c- s, ::Ii ~ i!!l. !! orqamzahon
9. and related
Q ~ ~ ~ :t Q orqaruzauons
<;- :J
jj :i :: '.1
'" 'ii 3
'" If v.
.,
[
l\g~Il!. ~~y'e_!:,§Q.n ___________
President/BoD 3.00 X X o. o. O.
Bruce H Jacobs
---------------------
Vice Pres./BoD 3.00 X X o. O. O.
~Q~~n~y_~~~U __________
Sec./BoD 20.00 X X O. 154,623. 15,000.
S:Q~i_s!QQ_~!, _D_e~~~h _______
Board Member 3.00 X O. O. O.
~!~~e~_~a~~~~~ _________
Treas./BoD 3.00 X X O. O. O.
Kris Alan Mauren
---------------------
Board Member 3.00 X O. O. O.
William H Mellor
---------------------
Board Member 3.00 X O. O. O.
~!ElP_h~!:! _M.9Q~e ___________
Board Member 3.00 X O. O. O.
iTQ~n_ .YQI!. .!<~l!_n_o.!?- _________
Board Member 3.00 X O. O. O.
~~l~SE~~~~~t~ __________
Asst. Treas. 20.00 X O. 116,711. O.
---------------------
---------------------
---------------------
---------------------
---------------------
---------------------
--------------------- BAA

TEEA0107 04124109

Form 990 (2008)

Form 990 (2008) 'Donors Capital Fund, Inc 54-1934032 PageS

I Part VIII Section A. Officers Directors, Trustees. Key Emplovees. and Hiahest Compensated Employees (cont.)

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

Average Posrtron (check all that apply) hours 1--.----,-...--.-,...:-1

per wee~Q:J a g ~ ~~ ~

~~ e n '< tQ.cg. 3

~~s: ~ 3~~~

6"~~_ '2.~a

~ 2" - .s1 3

!!l. 2 m-g

m ;: ~

RI [

Name and Title

Reportable compensation from the organization (W.2/1099·MISC)

Estimated amount of other compensation from the organization and related organizations

Reportable compensation from related orqaruzations (W·2/1099·MISC)

, b Total .. a . 271, 334 .

15,000.

2 Total number of mdrvrduals (including those In 1 a) 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 I
on line 1 a? If 'Yes,' complete Schedule J for such mdivrdual 3 X
4 For any mdividual listed on line 1 a, IS the sum of reportable compensation and other compensation from J
the organization and related organizations greater than $150,0007 If 'Yes' complete Schedule J for such
mdrvrduat 4 X
5 Did any Jerson listed on line 1 a receive or accrue compensation from any unrelated organization for services J
rendere to the organization? If 'Yes,' complete Schedule J for such ~erson 5 X Section B. Independent Contractors

, Complete this table for your five highest compensated Independent contractors that received more than $100,000 of

t f h t

compensa IOn rom t e oroaruza Ion.
(A) (B) (C)
Name and business address Descnntron of Services Compensation






2 Total number of Independent contractors (Including those In 1) who received more than $100,000 In I
compensation from the orqamzatron ~ a BAA

TEEA0108 10/13/08

Form 990 (2008)

F

990 (200B) D

c

1

d

193 032

orm onors aplta Fun , Inc 54- 4 Page 9
Part Villi Statement of Revenue
(A) (B) (C) (0)
Total revenue Related or Unrelated Revenue
* exempt business excluded from tax
.. function under sections
revenue
revenue 512,513, or 514
I!! I!! 1 a Federated campaigns 1a o.
~~ b Membership dues 1b o. " " <~
11:0
<-:::E C Fundrarsinq events 1c o.
"'<1:
C:II: d Related organizations 1d 1J_527,500.
a:5 e Government grants (contnbutrons) o. 0
uiJi 1e '; ;, s
ZUI '.
QII: f All other ccntnbutrons, gifts, grants, and
......
:::)::z: similar amounts not Included above 1f 40,122,071. 1
~b 00/ • « ' , J
"'0 9 Noncash contnbns Included In Ins 1a-lf: $ 1,473[747.
Zz
8<1: h Total. Add lines 1 a-1 f • 41,649,571. " j, '. ... ~
, , ' ' .' if
III BUSIness Code
:::)
z 2a
III
!:i ------------------
II: b
III ------------------
U C
> ------------------
II: d
III
1/1 ------------------
:IE e
<I:
II: ------------------
CJ f All other program service revenue
0
II: 9 Total. Add lines 2a-2f •
e, c
3 Investment Income (Including dividends, Interest and
other similar amounts) • -2,037,162. o. -183,045. -1,854,117.
4 Income from Investment of tax-exempt bond proceeds •
5 Royalties •
''''. ._ ""
(I) Real (II) Personal
6a Gross Rents I, , IF : ,+ ~ Ait, ~
'"
bLess rental expenses ~~.~
C Rental Income or (loss) " .; $' 'f\ 'Vi' ~
d Net rental Income or (loss) •
(I) secunnes (II) Other ;\, " ~ , .' T 4y>~ I
7 a Gross amount from sales of )
assets other than Inventory 28,069,237. ,,;.,p 'f*
"" h" -e " ~ <:I ::r- ,. ~ ""1
b Less cost or other baSIS 0 0
and sales expenses 30,172,054. - J't-. .:* "" '- ' «
C Gain or (loss) -2,102,817.
d Net gain or (loss) • -2,102 817. O. O. -2 102,817.
Sa Gross Income from fundraismq events )- A .; s '$ I-
III (not Including $ 0 .
:::)
z ,
~ of contributions reported on line 1 c) /y' " ,~ J\)
,
II: See Part IV, line 18 a ~ , "
II: , , .. "
III
::z: b Less direct expenses b
...
0 C Net Income or (loss) from fundrarsmq events •
-,
9a Gross Income from gaming acnvrtres
See Part IV, line 19 a -
-;
b Less direct expenses b
c Net Income or (loss) from gaming activities •
lOa Gross sales of Inventory, less returns
and allowances a
b Less cost of goods sold b
c Net Income or (loss) from sales of Invento_ry •
M,scellaneous Revenue Business Code
11 a ------------------
b ------------------
c ------------------
d All other revenue
e Total. Add lines 11 a-11 d •
12 Total Revenue. Add lines 1h, 2g, 3,4,5, 6d, 7d, Bc, 9c,
10c,and11e . • 37,509,592. o. -183,045. -3,956,934. BAA

TEEA0109 1211812008

Form 990 (2008)

54-1934032

Page 10

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

'3!! '!,'!..t iJ!f''!.t!e amounts reported on lines 00, /0, ao, ::10, and lOb of Part VIIL

(D) Fundrarsinq expenses-

(A)

Total expenses

(B)

Program service

"'''f''''~

(C) Management and

general "'''f''''' ''''''''''

1 Grants and other assistance to governments and organizations In the U.S See Part IV, line 21

2 Grants and other assistance to individuals In the U.S See Part IV, line 22

3 Grants and other assistance to governments, organizations, and Individuals outside the US See Part IV, lines 15 and 16

4 Benefits paid to or for members

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

6 Compensation not Included above, to disqualified persons (as defined under

section 4958(f)(1) and persons described In section 4958(c)(3)(B)

7 Other salaries and wages 8 Pension plan 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 d Lobbymq

e Prof fund raising svcs See Part IV, In 17 f Investment management fees

g Other

12 Advertising and promotion 13 Office expenses

14 Information technology 15 Royalties

16 Occupancy

17 Travel

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

19 Conferences, conventions, and meetings 20 Interest

21 Payments to affiliates

22 Depreciation. depletion, and amortization

23 Insurance

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.)

aY9~e3_~y~~~ng_~e~~ ~ ~1_~01~'9,,~6~j6~9'~. ~0~.+---~l5~~~I,~~",~26:~~:~~----------~~

b l\~i_!l_ ~e_r~ic_eE ~ __ ~5;5~2,~2=-:: 4~1. 24 ~ O~' . __ ~,.:=..J'~,.!.~. "~'- .!.::-=-t------:~

c ~~qi_s!~a_t~ Q_n_ % ~~s ~ ~ 46:~ ;~~~l------:_Qo~-----46:-=: ;:-:10 ,,:-':t--------:~:-=-:

d..?9f!.k_ !~e_s I-- ~~)O~)U~~---------:~I_----___:~)O~u=t_------~

eY9~t39~ ~------~3~13~14~.~--------~0~---------~1~.:=.1~4~.--------_~0.

f All other expenses

25 Total functional ... n .. n eee Add lines 1 through 241

26 Joint Costs. Check here > U If followmq SOP 98-2. Complete this line only If the organization reported In column (B) JOint costs from a combined educational camnaion and tundraismo sohcrtation

70,858 213.

o

o.

o.

o.

144.

70,858,213.

o.

o.

o.

o.

o.

o.

o.

o.

o

o.

o

o.

o.

o.

o.

o

o.

o.

o.

o.

o

o.

o.

o.

144.

o.

o.

o.

10,j!00. O. 10 800.

O. O. O.

0 I;", ' .. ' ~~ , : f',
.,0( 4- • , ;
~~¥~"i.+ ~ "; v " ,:~ ~

1*',' i

,_;," ~ ;;-:

71,553,137.

TEEAOllO 12119/08

70,878,798.

O.

~339.

BAA

Form 990 (2008)

F 990 (2008) 0

orm onors Caol.tal Fund, Inc 54-1934032 Page 11
lPartX 1 Balance Sheet
(A) (B)
Beginning of year End of year
1 Cash - non-mterest-beannq 1
2 Savings and temporary cash Investments 58.537,580. 2 28,641,298.
3 Pledges and grants receivable, net 3
4 Accounts receivable, net 4
5 Receivables from current and former officers, directors, trustees, key employees,
or other related parties. Complete Part II of Schedule L 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(1» , , 4 i t ., I
A and persons described In section 4958(c)(3)(B) Complete Part II of Schedule L 6
5 7 Notes and loans receivable, net 7
5
E 8 Inventones for sale or use 8
T
5 9 Prepaid expenses and deferred charges 9
lOa Land, buildings, and equipment: cost baSIS 1'0'1 "r ,- ~ s, # " ,; 1 4- ~ ~ 1
Ii>
b Less: accumulated depreciatron Complete Part VI of '0 # , » , 1k 1: , '
Schedule 0 lOb 10c
11 Investments - publicly-traded secunties 20,538,897. 11 14,516,679.
12 Investments - other secuntres, See Part IV, line 11 12
13 Investments - program-related. See Part IV, line 11 13
14 Intangible assets 14
15 Other assets. See Part IV, line 11 16 126,604. 15 12,448,071.
16 Total assets Add lines 1 throuah 15 (must eaual line 34) 95 203,081. 16 55,606,048.
17 Accounts payable and accrued expenses 112,857. 17 112,000.
18 Grants payable 18
19 Deferred revenue 19
L 20 Tax-exempt bond liabilities 20
I
A 21 Escrow account liability. Complete Part IV of Schedule 0 21
B
I 22 Payables to current and former officers, directors, trustees, key employees, , ¥*tSt~
L <$ .. ! '*' ,..,>\ f ~
I highest compensated employees, and disqualified persons Complete Part II
T
I of Schedule L 22
E
5 23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable 24
25 Other liabilities Complete Part X of Schedule 0 289,166. 25 75,259.
26 Total liabilities. Add lines 17 through 25 402,023. 26 187,259.
Organizations that follow SFAS 117, check here .. ~ and complete lines ~ - r '« T '0" "? ~
N
E ~' ,. 1'- "* 0/ ,- '& & ~
T 27 through 29 and lines 33 and 34. - 'if
A 27 Unrestncted net assets 94,801,058. 27 55,418,789.
~
E 28 Temporanly restncted net assets 28
! 29 Permanently restncted net assets 29
0 Organizations that do not follow SFAS 117, check here .. o and complete I
R "" " ...
. « 4 ;;. "
~ lines 30 through 34.
N 30 Capital stock or trust principal, or current funds 30
0
B 31 Paid-In or capital surplus, or land, building, and equipment fund 31
A
L 32 Retained earnings, endowment, accumulated Income, or other funds 32
A
N 33 Total net assets or fund balances. 94,801,058. 33 55,418,789.
c
E 55,606,048.
5 34 Total liabilities and net assets/fund balances. , 95,203,081. 34
I Part XI I Financial Statements and Reporting
Yes No
1 Accounting method used to prepare the Form 990: o Cash ~ Accrual o Other I
2a Were the organization's financial statements complied or reviewed by an Independent accountant? 2a X
b Were the organization's financial statements audited by an mdependent accountant? 2b X
c If 'Yes' to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, 2c X
review, or compilation of ItS financial statements and selection of an Independent accountant?
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth In the Single 3a X
Audit Act and OMS Circular A-133?
b If 'Yes,' did the organizatIOn undergo the regUired audit or audits? 3b BAA

Form 990 (2008)

TEEAOlll 12122108

Department of the Treasury Internal Revenue Service

OMS No 1545·0047

SCHEDULE A (Form 990 or 990-EZ)

Public Charity Status and Public Support

To be completed by all section 501 (c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts.

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

2008

Open to Public .. 1, Inspection

Name of the organization !EmPIOyer Identification number

Donors Capital Fund Inc 54-1934032

r Part11 I Reason for Public Charity Status (All organizations must complete thrs part.) (see Instructions)

The organization IS not a private foundation because It IS (Please check only one organization)

1 ~ A church, convention of churches or association of churches described In section 170(b)(1)(A)(i).

2 A school described In section 170(b)(1)(A)(ii). (Attach Schedule E)

3 A hospital or cooperative hospital service organization described In section 170(b)(1)(A)(iii). (Attach Schedule H )

4 A medical research organization operated In conjunction With a hospital described In section 170(b)(1)(A)(iii) Enter the hospital's name, City, and state

D An organization operated for t"he- benefit of a college Or univerSitY" owned or-operated by a governn-iental unit descrihed-lil seCtion- - - - 170(b)(1)(A)(iv). (Complete Part II.)

8 A federal, state, or local government or governmental Unit described In section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of ItS support from a governmental Unit or from the general public described In section 170(b)(1)(A)(vi). (Complete Part II )

D A community trust described In section 170(b)(1)(A)(vi). (Complete Part II )

D An organization that normally receives: (1) more than 33-1/3 % of ItS support from contributions, membership fees, and gross receipts from activities related to ItS exempt functions - subject to certain exceptions, and (2) no more than 33-1/3 % of ItS support from gross

Investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquired by the orqaruzation after June 30, 1975. See section 509(a)(2). (Complete Part III )

D An organization organized and operated exclusively to test for pubhc safety See section S09(a)(4). (see Instructions)

IKI An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) See section S09(a)(3). Check the box that

describes the type of supporting organization and complete lines 11 e through 11 h

a IKI Type I b D Type II c D Type III - Functionally Integrated d D Type 111- Other

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

If the organization received a written determination from the IRS that IS a Type I, Type II or Type III supporting organization, D

check thrs box

5

6 7

8 9

10

11

g Since August 17, 2006, has the organization accepted any gift or contribution from any of the followmq persons?

(i) a person who directly or indirectly controls, either alone or together With persons described In (II) and (III)

below, the governing body of the supported organization?

(ii) a family member of a person described In (I) above?

(iii) a 35% controlled entity of a person described In (I) or (II) above?

h f II f h h

Yes No
11 g (i)
11g(ii)
11 9 (iii) h

rt

Provide teo owmq In ormation about t e organizations t e organization slJjlQo s.
(i) Name of Supported (ii)EIN (iii) Type of orqaruzatron (IV) Is the (v) Old you notify (vi) Is the (vii) Amount of Support
Orqamzation (descnbed on lines 1·9 or(lanlzatlon In col the organization In orqaruzauon In col
above or IRe section I) listed m your col (i) of (i) organized In the
(see Instructions» Jlovernlng your support' US'
ocurnent?
Yes No Yes No Yes No
See Grantee Schedule, Att 70,868,213.




Total 70,868,213. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Schedule A (Form 990 or 990-EZ) 2008

TEEA0401 12117/08

, '

Schedule A (Form 990 or 990-EZ) 2008 Donors Capital Fund, Inc 54-1934032 Page 2

I Part II ]Support Schedule for Organizations Described in Sections 170(bX1XAXiv) and 170(bX1XAXvi)

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

S ctl A P bl' S

e Ion u IC upport
Calendar year (or fiscal year (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
beginning in) ~
1 Grtts, grants, contributions and
membership fees received )00
not Include 'unusual grants'
2 Tax revenues levied for the
or~anlzatlon's benefit and
ert er paid to It or expended
on ItS behalf
3 The value of services or
facilrtres furnished to the
organization by a governmental
Unit Without charge. Do not
Include the value of services or
tacihtres generally furnished to
the pubhc Without charge
4 Total. Add lines 1-3
5 The portion of total q~~~' ., ;; ~ ~ *
contributions by each person
(other than a governmental c ..... ".
Unit or publicly supported ~'0~v,' '!N ' ,
organization) Included on line 1 " :fli:r,:,<
that exceeds 2% of the amount ;I. ..., if'¢"' '.' rj 4.ifUJ ,J
shown on line 11, column (f) '. '\ < N ~,.,.) ft
, ' X?" , ' ~F : ".
6 Public support. Subtract line 5 . 'F- ,::::':
from line 4
Section B. Total Support
Calendar year (or fiscal year (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
beginning in) ~
7 Amounts from line 4
8 Gross mcorne from Interest,
drvrdends, payments received
on secunties loans, rents,
royalties and Income form
Similar sources
9 Net Income form unrelated
bus mess activities, whether or
not the bus mess IS regularly
earned on
10 Other Income. Do not Include
gain or loss form the sale of
capital assets (Explain In
Part IV)
11 Total support. Add lines 7
through 10 , • 'i'"
12 Gross receipts from related activities, etc. (see Instructions) I 12 13 First five years. If the Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

organization, check thrs box and stop here .. 0

Section C. Com utation of Public Su ort Percenta e

14 Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f) %

15 Public support percentage for 2007 Schedule A, Part IV-A, line 26f %

16a 33-113 support test - 2008. If the organization did not check the box on line 13, and the line 14 IS 33-1/3 % or more, check ttus box

and stop here. The organization qualifies as a publicly supported organization. .. D

b 33-1/3 support test - 2007. If the organization did not check a box on line 13, or 16a, and line 15 IS 33-1/3% or more, check this box .. D

and stop here. The organization qualifies as a publicly supported organization .

17 a 1 O%-facts-and-circumstances test - 2008. If the organization did not check a box on line 13, 16a, or 16b, and lme 14 IS 10% or more, and If the organization meets the 'tacts-and-cncumstances' test. check trus box and stop here. Explain m Part IV how

the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization .. D

b 1 O%-facts-and-circumstances test - 2007. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 IS 10% or more, and If the organization meets the 'tacts-and-crrcurnstances' test. check this box and stop here. Explain In Part IV how the

organization meets the 'tacts-and-circumstances' test. The organization qualifies as a publicly supported organization ..

18 Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see Instructions ..

BAA Schedule A (Form 990 or 990-EZ) 2008

TEEA0402 12117/08

I Part III I Support Schedule for Organizations Described in Section 509(aX2) (Complete only If you checked the box on line 9 of Part I )

Schedule A (Form 990 or'990-EZ) 2008 Donors Capital Fund, Inc

54-1934032

Page 3

S ctl A P bl" S

e Ion u IC upport
Calendar year (or fiscal yr beginning in). (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 Jf) Total
1 Gifts, grants, contnbutions and
membership fees received )DO
not Include 'unusual qrants.'
2 Gross receipts from
admissions, merchandise sold
or services performed, or
tacrhtres furnished In a activity
that IS related to the
organization's tax-exempt
purpose
3 Gross receipts from activities that are
not an unrelated trade or business
under section 513
4 Tax revenues levied for the
or~anlzatlon's benefit and
ert er paid to or expended on
ItS behalf
5 The value of services or
tacihtres furnished by a
governmental Unit to the
organization without charge
6 Total, Add lines 1-5
7 a Amounts Included on lines 1,
2, 3 received from disqualified
persons
b Amounts Included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of 1 % of
the total of lines 9, 10c, 11,
and 12 for the year or $5,000
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6 ) "'""<
e Ion oa upport
Calendar year (or fiscal yr beginning In) • (a) 2004 (b) 2005 (c) 2006 (d)2007 (e) 2008 (f) Total
9 Amounts from line 6
lOa Gross Income from Interest,
drvrdends, payments received
on secuntres loans, rents,
royalties and Income form
Similar sources
b Unrelated business taxable
Income (less section 511
taxes) from businesses
acquired after June 30, 1975
c Add lines lOa and lOb
11 Net Income from unrelated busmess
activities not Included mime 1 Db,
whether or not the busmess IS
regularly carned on
12 Other Income. Do not Include
gain or loss from the sale of
capital assets (Explain In
Part IV.)
13 Total support. (add Ins 9, IOc, II, and 12) Sct BTtlS

14 First five years, If the Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

organization, check thrs box and stop here .

%

Section C. Com utation of Public Su ort Percenta e

15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f» 16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g

%

Section D. Com utation of Investment Income Percenta e

17 Investment Income percentage for 2008 (line 10c, column (f) divided by line 13, column (f» 18 Investment Income percentage from 2007 Schedule A, Part IV-A, line 27h

%

%

19a 33-1/3 support tests - 2008. If the organization did not check the box on line 14, and line 15 IS more than 33-1/3%, and line 17 IS not 0

more than 33-1/3%, check thrs box and stop here. The organization qualifies as a publicly supported organization ..

b 33-1/3 support tests - 2007. If the organization did not check a box on line 14 or 19a, and line 16 IS more than 33- 1/3%, and line 18

IS not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..

20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check trus box and see instructions ..

BAA TEEA0403 01/29/09 Schedule A (Form 990 or 990-EZ) 2008

Schedule A (Form 990 or 990-EZ) 2008 Donors Capital Fund, Inc 54-1934032 Page 4

I Part IV I Supplemental Information. Complete this part to provide the explanation required by Part II, line 10;

Part II, line 17a or 17b; or Part III, line 12. Provide any other additional Information. (see Instructions)

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

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

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

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

BAA

TEEA0404 10/07/08

SChedule A (Form 990 or 990-EZ) 2008

Department of the Treasury Attach to Fonn 990. To be completed by organizations that Open to Public

Internal Revenue servce answered 'Yes,' to Fonn 990, Part IV, lines 6, 7, 8, 9, 10, 11, or 12. InSpection

OMS No 1545·0047

SCHEDULE D (Form 990)

Supplemental Financial Statements

2008

iPart I I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete If the organization answered 'Yes' to Form 990 Part IV line 6

Name of the organization I Employer Idenbfication number

Donors Capital Fund, Inc 54-1934032

, ,
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year 20.
2 Aggregate contributions to (during year) 41. 649 571.
3 Aggregate grants from (during year) 70,858,213.
4 Aggregate value at end of year 55,161,415. 5 Old the organization Inform all donors and donor advisors In writing that the assets held In donor advised funds are the organization's property, subject to the organization's exclusive legal control?

6 Old the organization Inform all grantees, donors, and donor advisors In writing that grant funds may be

used only for charitable purposes and not for the benefit of the donor or donor advisor or other

rrn errrussrbte nvate beneftt"? X Yes No

~Yes

1 Purpose(s) of conservation easements held by the organization (check all that apply)

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

Protection of natural habitat D Preservation of certified rustonc structure

Preservation of open space

2 Complete lines 2a-2d If the organization held a qualified conservation contribution In the form of a conservation easement on the last day f th t

a b

0 e ax year
• Held at the End of the Year
Total number of conservation easements 2a
Total acreage restricted by conservation easements 2b
Number of conservation easements on a certified histone structure mcluded In (a) 2c
Number of conservation easements Included In (c) acquired after 8/17106 2d c d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization dunnq the taxable

year ~ _

4 Number of states where property subject to conservation easement IS located ~

5 Does the organization have a written policy regarding the penodic rnomtonnq, Inspection, Violations, and enforcement of the conservation easement It holds?

6 Staff or volunteer hours devoted to rnorutormq, Inspecting, and enforcinq easements dunnq the year ~

7 Amount of expenses Incurred In monitoring, inspecting, and enforcrnq easements dunnq the year ~ $ _

DYes

D No

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)(I) and 170(h)(4)(B)(II)?

DYes

D No

9 In Part XJV, describe how the organization reports conservation easements In ItS revenue and expense statement, and balance sheet, and Include, If applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

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

1 a If the organization elected, as permitted under SFAS 116, not to report In ItS revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research In furtherance of public service. provide, In Part XIV, the text of the footnote to ItS financial statements that descnbes these Items.

b If the organization elected, as permitted under SFAS 116, not to report In ItS revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research In furtherance of public service, provide the followmq amounts relating to these Items

(i) Revenues Included In Form 990, Part VIII, line 1 ~ $ _

(ii) Assets Included In Form 990, Part X

~$--------

2 If the organization received or held works of art, historical treasures, or other Similar assets for financial gain, provide the followinq amounts required to be reported under SFAS 116 relating to these Items:

a Revenues Included In Form 990, Part VIII, line 1 b Assets Included In Form 990, Part X

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

Schedule D (Form 990) 2008

TEEA3301 12123/08

3 USing the organization's accession and other records, check any of the following that are a significant use of ItS collection Items (check all

that apply):

a § Public exhibition

b Scholarly research

c Preservation for future generations

4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose In

Part XIV

d 8 Loan or exchange programs

e Other

5 DUring the year, did the organization sohcrt or receive donations of art, historical treasures, or other Similar

assets to be sold to raise funds rather than to be maintained as art of the organization's collection? Yes No

Part IV Trust, Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not Included on Form 990, Part X?

b If 'Yes,' explain the arrangement In Part XIV and complete the followmq table'

DYes

c Beginning balance

d Additions dunnq the year

e Distributions dunnq the year f Ending balance

2a Did the organization Include an amount on Form 990, Part X, line 21? b If 'Yes' explain the arrangement In Part XIV

Amount
lc
ld
le
1 f DYes

,
[Part VI Endowment Funds Complete If organization answered 'Yes' to Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1 a Beginning of year balance 94,344 489. ~ v 't'".< ''flIP .j' ~" ~Ar ." ~.y").*, ~
b Contributions 41 649,571. ,~
c Investment earnings or losses -9 422,190. ; , " ~ it ~ 'ill 1J.- ._,
d Grants or scholarships 70 858,213. '7 "?*t '':' '~'" 'T' -9- ~ ... <. "JiC'
,
e Other expenditures for tacrhues
and programs ;
f Administrative expenses 552,242. t4# ~: ",~.'1< ,~ ~, • .~. {4f *,,~.:
.s:
9 End of year balance 55,161,415. " . '''0' 2 Provide the estimated percentage of the year end balance held as:

a Board desiqnated or quasi-endowment ~ 100.00 %

b Permanent endowment ~ 0 . 00 %

c Term endowment ~

0.00 %

3a Are there endowment funds not In the possession of the organization that are held and administered for the organization by'

(i) unrelated organizations (ii) related organizations

b If 'Yes' to 3a(II), are the related organizations listed as required on Schedule R?

4 Descnbe In Part XIV the Intended uses of the organization's endowment funds

Yes No
3a(i) X
3a(ii) X
3b FPairVn Investments-Land, Buildinas and Equipment. See Form 990, Part X, line 10.
Descnption of Investment (a) Cost or other baSIS (b) Cost or other (c) Deprecration (d) Book Value
(Investment) baSIS (other)
1 a Land
b BUildings
c Leasehold Improvements
d Equipment
e Other
Total. Add lines 1 a-l e (Column (d2 should egual Form 990, Part X, column (82, Ime 10(c22 • BAA

Schedule 0 (Form 990) 2008

TEEA3302 12123/08

(c) Cost or

3

Financial derivatives and other financial products Closely-held equity Interests

Other

- - - - - - - - - - - - - - - - - - - - - - - - -f--------t---------------------

- - - - - - - - - - - - - - - - - - - - - - - - - - - - 1--------+--------------------

In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax POSitions under FIN 48.

BAA TEEA3303 10/29/08 Schedule 0 (Form 990) 2008

ShdID(F

990) 2008 D

C 't 1 F d I

5

93 3

c e u e orm onors apl a un LL_ nc 4-1 40 2 Page 4
I Part XI I Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII,column (A), line 12) 37 509,592.
2 Total expenses (Form 990, Part IX, column (A), line 25) 71 553,137.
3 Excess or (deficit) for the year Subtract line 2 from line 1 -34,043,545.
4 Net unrealized gains (losses) on Investments -5 328,724.
5 Donated services and use of tacrhtres
6 Investment expenses
7 Prior period adjustments
8 Other (Describe In Part XIV)
9 Total adjustments (net) Add lines 4-8 -5,328,724.
10 Excess or (deficit) for the year per financial statements Combine lines 3 and 9 -39,372,269.
rPaftXII I Reconciliation of Revenue_per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements 1 32,180,868.
2 Amounts Included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains on Investments 2a -5,328,724.
b Donated services and use of tacrlrtres 2b '"
c Recoveries of prior year grants 2c
d Other (Describe In Part XIV) 2d ""
e Add lines 2a through 2d 2e -5,328,724.
3 Subtract line 2e from line 1 3 37,509,592.
1 ··1 ,
4 Amounts Included on Form 990, Part VIII, line 12, but not on line 'l:
a Investments expenses not Included on Form 990, Part VIII, line 7b i?
b Other (Describe In Part XIV) 4b cclL
c Add lines 4a and 4b 4c
5 Total revenue Add lines 3 and 4c. (Thrs should equal Form 990, Part I, line 12.) 5 37,509,592.
"Pan >111_1 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements 1 71,563,137.
2 Amounts Included on line 1 but not on Form 990, Part IX, line 25 !'f
a Donated services and use of tacrhties 2a
b Prior year adjustments 2b r
c Losses reported on Form 990, Part IX, line 25 2c
d Other (Describe In Part XIV) 2d 10,000. ~
e Add lines 2a through 2d 2e 10,000.
3 Subtract line 2e from line 1 3 71,553,137.
Amounts Included on Form 990, Part IX, line 25, but not on line 1: 1 ··1 ,
4
a Investments expenses not Included on Form 990, Part VIII, line 7b ~
b Other (Describe In Part XIV) 4b
c Add lines 4a and 4b 4c
5 Total expenses Add lines 3 and 4c (ThIS should equal Form 990, Part I, line 18) 5 71,553,137.
I Part XIV'~ SUQQlementallnformation Complete thrs part to provide the descnptions required for Part II, lines 3, 5, and 9; Part III, lines 1 a and 4, Part IV, lines 1 band 2b, Part V, line 4, Part X; Part XI, line 8, Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b

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

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

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

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

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

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

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

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

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

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

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

BAA

TEEA3304 12123/08

Schedule 0 (Form 990) 2008

Inc

54-1934032

Page 5

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

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

BAA

TEEA3305 07124108

Schedule D (Form 990) 2008

~
...
0
U) P-
N
C III
o . GI
._Cf) :§
- .
n:I~ ;i
N
.- G> t::
C.J: ca
n:I_ 0..
~C 0-
0·- g:
U) E
0- ...
o .
_n:I ..... ~
G>::J ccn
u:2 .0 E
C> ....
III 0
n:I.- GI .....
_"C ?-o
U)C "C-
._- GIs:.
U)"C ... u
GI_
U)c ~ ca
<Cn:I ~~
... U) ~A
G>_
.J:C .2
-G> 1ii
°e N
'c
"CC ca
CI
C ... ...
n:lG> 0
GI
U» s:.
_0 -
-
CCJ GI
n:I -
... GI
CJ a.
E
0
U
A "C
e:
ro
cD
U
e:
~
I/)
iii
I/)
ro
5
~
e:
ro
0,
Q)
£
....
.E
~
.s
§l
a:;
-I/)
Q)
.&
e:
ro
0,
Q)
£
cD
U
e:
ro
Vi
iii
I/)
ro
5
I/)
"E
ro
0,
Q)
£
a
"E
Q) ::J
U 0
e E"
cu roQ)
- Q)U
III .s;:e:
'iii -ro
III 2~
oct rol/)
';;1/)
"C e:ro
ro ....
c:::: Vio
cu .cl/)
III ::J-
I/)e:
- o~
c:::: - Cl
f! I/)Q)
C!J ~:5
o c:::: u"C
Q)""
I:! 0 .... ro
H c:::: e:~
-ro
.. 2 ~o
e:_
"0- ro"C
I:! cu E:}l
::I E
~ ... e:::J
0 Qro
- co\:
rl e N2
113- EC
c +lea roU
0 'r! ... Ole:
"'" g ~ ""0
ro 0.;;
N
E uQ) Q)U
ro .s;:Ql
eo C!J -a:;
0 CIlt-- 1/)1/)
'" Q)Q)
,£; I-i O.s;:
'0 0- 0_
'" I:! 1::
E o cu P-
ro o~
Z 0
z
D E
....
0
III u, OJ
GI C IF)
>- 0 =>
~ -IF) •
OJO
>-0
_ 0. C 'E
• ro
08
-c:
Oro
~~
0'"
0.'"
~ro
Ifo
g
'"
'Og
c:.l!!
0'"
Zc;;
0.",
"ro
~~
~~
."c:
-0
c:
c:":
_g~
roro
::J~
- 0.
roo.
>ra-=-
'0 -Q)
-g~~
,£;"-
~i
se
.s:::
'"
ro
o
§B
c:c:
'Os
§~
Oro
E
«
s
'E
~
0>
s:
'"
ro
u
'0
'E
"'0 ::J
0
OJ E
"'0 «
OJ ~
OJ
C
~
OJ e
0'"
U +=::0
~ ~~
uc.
IF) a: 0.
_ro
co ~
c
0
.;::;
"'0
"'0
co
'!:::
8 z
ij]
'" e
'"
E
....
0
u,
I I I I I I I I I I I
..- I I I I
, I I I I I I I
-
OJ c: "01 I I I I I I I I I I
:::l _g all I I I I I I I I I I
ro
"'0 N ..c:1 I I I I I I I I I I
OJ E VI I I I I I I I
ro
.!: !? ~I I I I I I I I
u 0
CJ) 'Oc +ll I I I I I I
"'0 ~~ 1131 I I I I
C "'c: ... 1 I I I I
-04;
co "0> all I I I I
roo
~ "00> rll I I I I
c: ~
roO ::II I I I I I
+-' '"
.... E ~I I I I I I I
co ro
0.. z ..c:1 I I I I I I
:!: VI I I I I I I
P- OOl I I I I I I
all I I I I I I
all I I I I I I
001 I I I I I I CXl
0
0
N
6'
cn
cn
E
5
!6
Ql
"S
• • "C
Q)
.s;:
o
IF) Q
g:
E
...
0
.....
...
.E
III
C
0
I/) ~
:::J
e: ...
Q -
III
ro .E
N GI
C
ro oS
0> GI
5 GI
"E III
Q) eli
E .!:!
e: '0
Qi z
> U
0
0> oct
"C C
e: I/) .2
ro
,...., e: U
0
~ ~ :::J
"C
~ N GI
a c 0::
co .lI:
L!'l 0> ...
e: 5 0
0 Qi ~
t; GI
Q) .s;: 0.
I/) (5 ca
a a 0..
"C
Qj Qi c
ca
.c .0 -
E E u
::J ::J oct
e: e: >-
:§ ro u
ca
.9 :§ >
.~
.... .... 0..
.& .& ...
e: e: 0
W W .....
N ttl :i
ID ~ t ro 0...

o

NO) (V) 0)

~E

(V) 0 O'ILL ...-i C

~ 0

Lf') -til Q)

?-

"0 Q)

.....

Q)

~

til C ro

c

Q

-

ro

~ c ro Ol

.....

o

Q) ..c

-

"=

'"
o
c:
s
VI
~ C
'" 0
s:
VI .;::;
e ro
C: E
0
c: .....
'0 0
'+-
c: ~
0
"E.
~ ro
c
'" 0
0
s -e
"0
"0
ro
.....
Q)
..c
-
~ 0
.§-::- ~
~'"
c:£; ro
00
~_: "0
"", C
-ro!a ro
>~
- 0.
00. C\J
"8"'-
£;> Q)
"'::;: c
::;:"- -
s -
-
-
-
.....
ro
'" 0...
" ~
o~
_VI "0
g~ Q)
E'" .....
«iii ~
~'"
"a"
~C: Q)
0 .....
c:
C
0
.;::;
ro
E
.....
c_ O
'+-
_c: C
c:", -
,,~
00> Q)
E.<= ..c
«:a -
~o Q)
"0
s
0
C
0
-
'0 t
~.l!l g
"'c:
E~
,,9- !£!
~~ ..c
e -
(J)
-
Q)
g
0
U
c::
0
;;
ca
'" E
"
c: ...
s 0
VI -
iii e
VI
'"
(5 iij
"E -
~ c::
0> Q)
'0 E
'"
0. Q)
~ g
s
::J
en
~
~
1::
ca
D.
L._ 00
0
0
N
~
0
CTI
CTI
E
0
u,
._"
Q)
"3
"0
Q)
.c
u
(j)
I
I
I
I
I
I "0
Oi I C::I
C::I [1)1 ral
·.-il .j.J1 [1)1
~I @I Q) Q)I
.j.J1 HI .c:1 ...-il
[1)1 0) .j.J1 ::II
HI ...-il c::1 HI
Q)I ...-II 01 • I
.j.J1 ~I ~ 001
tl .1 I 21
...-II C::I 001 ral
I 01 Q)I .j.J1
ral [1)1 ·.-il [1)1
c::1 ~I Qjl ...-II
C1 OJ HI ral
·.-il '01 c::1 .gl
[1)1 Q)I 01 '.-il
01 ·.-il ·.-il >1
.j.J1 'HI .j.J1 ·.-il
.j.J1 ;::1 ~I '01
c::1 ral • .-il .~I s
Clli ::II C::I I I N
·.-il g1 ral '01 I §
.~ • .-il ~ @I I
UI '01 01 I [1)1 N
Q)I ~ Q)I 001 Q)I 0
'"
HI 21 :jl M
c:: .c:1 iii
.j.J1 ral 1:-<1 ral • .-il I!!
C::I I I .j.J1 HI
ral .j.J1 ~I C/)I ral
~ . .-i "51
'HI Q)I '01
I Q)I -e-i l Q)I I
.c:1 C::I .j.J1 .j.J1 ..c::1
~I ~I • .-i . .-i gl
HI c::1
Q)I I ral 01 [1)1
I 01 .c:1 ~ 01
~I .j.J1 UI .01 .j.J1
HI '01 UI I
·.-il Q)I ·.-il "01 Q)I
s [1)1 ...-II ~I ...-II
Q)I ::II .gl • .-il ~I
HI Q)I OJ >1 UI
c::1 .01 I 01 ·.-il
.j.J1 ~I HI ...-II
01 9 gj
'.-il 01 .1
.j.J1 C::I 01 .j.J1 ral
~I ...-II 01 -§! [1)1
. .-il ...-II .j.J1 • .-il c::1
C::I ·.-il I [1)1 01
ral ~I Q)I HI ·.-il
~ [1)1 ~I ~I ~I
01 .j.J1 1::1 01 ...-II
I C::I I I ::II
~I ral ~I Q)I g\
e-<I ~ ral 'ZI HI
I I I I I
I I I I I
I I I I I
I I I I I
I I I I I
I I I I I
NI NI NI NI NI
Q)I Q)I Q)I Q)I Q)I
c::1 c::1 c::1 c::1 c::1
·.-il ·.-il ·.-il ·.-il ·.-il
HI HI HI HI HI
HI HI HI HI HI
I I I I I ~
.j.J1 .j.J1 .j.J1 .j.J1 .j.J1
r:l<1 r:l<1 r:l<1 r:l<1 r:l<1 m SCHEDULE J (Fonn 990)

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

Attach to Fonn 990. To be completed by organizations that answered 'Yes' to Fonn 990, Part IV, line 23.

Department of the Treasury Internal Revenue Service

OMS No 1545-0047

2008

Open to Public Inspection

54-1934032

Name of the organization

Employer identification number

1 a Check the appropriate box(es) If the organization provided any of the following to or for a person listed In Form 990, Part ,~-

VII, Section A, line la Complete Part III to provide any relevant information regarding these Items

b If line 1 a IS checked, did the organization follow a written policy regarding payment or reimbursement or provision of all

of the expenses described above? If 'No,' complete Part III to explain 1--..:.1 ~bl--_+-_

2 Did the organization require substantiation prior to rerrnbursrnq or allowing expenses Incurred by all officers, directors,

trustees, and the CEO/Executive Director, regarding the Items checked In line l a? 1-=2-+_-t_---,

ensation

~ First-class or charter travel Travel for companions

Tax Indemnification and gross-up payments Discretionary spending account

~ Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or Initiation fees Personal services (e g , maid, chauffeur, chef)

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

~ Compensation committee Independent compensation consultant Form 990 of other organizations

§ Written employment contract Compensation surveyor study

Approval by the board or compensation committee

4 DUring the year, did any person listed In Form 990, Part VII, Section A, line 1 a: a Receive a severance payment or change of control payment?

b Participate In, or receive payment from, a supplemental nonquahfred retirement plan? c Participate In, or receive payment from, an equity-based compensation arrangement?

If 'Yes' to any of 4a-c, list the persons and provide the applicable amounts for each Item In Part III

Only 501 (c)(3) and 501 (c)(4) organizations must complete lines 5-S.

5 For persons listed In Form 990, Part VII, Section A, line la, did the organization payor accrue any compensation contingent on the revenues of.

a The organization?

b Any related organization?

If 'Yes' to line 5a or 5b, describe In Part III

6 For persons listed In Form 990, Part VII, Section A, line 1 a, did the organization payor accrue any compensation contingent on the net earnings of:

a The organization?

b Any related organization?

If 'Yes' to line 6a or 6b, describe In Part III.

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

Yes No

4b

x

4c

x

to

5b

x

7

x

S Were any amounts reported In Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the Initial

contract exception described In Regs. section 53 495S-4(a)(3)? If 'Yes,' describe In Part III S X

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Fonn 990. Schedule J (Form 990) 2008

TEEA41 01 12123/08

N al en ro o,

"0 Q)

"0 Q) Q) C

~

N Q) ('O')U

° <0 '<I' en ('0')_

0'1<0 .--t C

1 0 '<1'';::::; L!'l-O "0 <0

'=

~

c: o

c:

Q

ro

N E ro en

o

al

:5

E

o ~

c: o

V> c: o

"B 2 Vi s al

:5

!::

-c al .0

5

V> al -c V> c: o

~

N

E ro en

o

-c al

ro

~

E _g

-c c: ro

c: o

~

V> c: al 0.

E o u

ro al s

·1 • 1 1 1 1 1 1 1 I I I 1 I I I I
c:~ °1° I I I I I I I I I I I I I 1 I
_g Q-N 1 I I I I 1 I I I I I I I 1 I I
rno.°LY I I I I I I I I I I I I I 1 I I
c:c:oc
al-O'IO'I I I I I I I I I I I I I 1 I I I
c. -c 0'1 0'1 I I 1 I I I I I I I I I I I I I
~~E E I I I I I I I I I I I I I I I I
()OOO I I 1 I 1 I I I I 1 I 1 I I 1 I
G:'e-u...u... I I I I I I 1 I I I I I I 1 1 I
.... I I I 1 I 1 I 1 I
I 1 I 1 1 1 1
Vl ·1 • I I I I I I I I I I I I 1 1 1
c: °l~ I I I I I I I I I I I I I I I
E
::J 110 I I I I I I I I I I I I I I I
06 I .. I 1 I I I I I I I I I I I I I
u,-, I~
- . I I I I I I I I I I I I I I I
oS l.--t 1 I I I I I 1 I I 1 I 1 1 1 I
rom I I I I I 1 I I I I I I I I I 1
;§~ I I I 1 I I I 1 I I I I I 1 I I
~ I I I 1 I I I I I I I I I 1 I 1
.... 1 I 1 I I I I I 1 1 I I 1 I I I
~I~ I I I I I I I I I I I I I I I
al I I I I I I I I I I I 1 I I I I
:c I I I I I I I I I I I I I 1 1 I
roVl I I I I I I I I I I I I I 1 I I
)( -
ro..-:: 1 I I I I I I I I I I I I 1 1 I
-al
C:C: I I 1 I I I I I I I I I I I I I
°al
Z.o 1 I I 1 I I I I I 1 1 I 1 I 1 I
S' I I I I I I I I I I I 1 I 1 1 I
.... I I I I I I I I I I I I 1 1 1 I
I I I I I I I I I I I I I 1 I I
..
010 I I I I I I I I I I I I I I I
-cc: 10 I I I I I I I I I I 1 I I I I
alQ 1° I I I I I I I I I 1 1 I I I I
~ro len I I I I I I I I I I I I I I I
alVl
-c: l.--t I I I 1 I I I I I I I I 1 I I
alal
00. I I I I 1 I I I I I I I I I I I
--E I I I I I I I 1 I 1 I I 1 I I I
(.)0
""u I I 1 1 I I I I I I I I I I I I
I I 1 I I I I I I I I I I I 1 1
I I I I I I 1 I I 1 1 I I 1 1 I
.1 1 1 1 r r r r r r r
010 I I I I I I I I I I
I 1 I I I I I I I I I
c I I I I I I I I I I I
c: ~Q
0 .,- I I I I I I I I I
~ ,s:Jl
oc I I I I I I I I I
Vl r--~ I I I I I I I I
c: ;;;'8
al I I I I I I I I
0. c
E I I I I I I I I
0 I I I I I I I
u
o I I I I I I
Cf) .1 I I I I I
~ ., ° ° I I I I
>
0'1 "E I I I
0'1 "c I I I
c Uo
~ s~ I I I
0 "VI
cc I I I I
=c "'.,
VIC. I I I
c: =>E
ro co I I I
N SU I I I I
~ ~ I I I I I
'0 I I I I I
c: . I I I I I
~ °1('0') I I I I I
0 I~
-c I I I I I
.:.:: c I I I I I I
ro 0 ..
al .,-= 1'<1' I I I I
VI'" I I
00 ",VI II.!)
m1i,i I I I I I I I
-- ~c. .--t
ID '=-E I I I I I I I I
_. 0 I I I I I I I I
U
I I I I I I I I
I I I I I I I I
r I J 1 1 _l_ _l_ r 1
e€ e€ e€ e€ G€ e€ e€ G€ G€ G€ G€ 66 66 G€ --I':: G€
Cc

.--t
al .--t
E co
ro III
Z H
s ~
~
+J
-~
..c::
~ s

C N

S ~ E o \:S

..,

al "5 -c al s: u Cf)

c:

E

::J

o

U

c:

E

::J (5

U al :c ro ~

C. 0. ro

al

:5

ro ::J CT al

Vi

::J

E

s

o Z

tr) 00
Q) 0
0> 0
CIl N
Q.. s-
<1> m
- m
<1> E
0..
E 0
0 !b
u ..,
0 Q)
(f) "S
<i: "0
Q)
s:
00 u
(j)
N "0
('I") C
0 CO
..,. r-,
('I")
0\ .c
rl \.0
I
..,. r0-
Ll) \.0
.0
LO
CO
LO
~
.c
ro-
(f)
<1>
C
-
-
.....
CO
o.
.....
0 eo
.....
"0 §
<1> 55
.....
5 0
0- M
<1> 0
..... ;;:
(f) ~
C ~
0
~
o,
;::
u
(f)
<1>
"0
.....
0
u C
~ 0
H ~
CO
, C
'0 CO
~ 0..
::3 x
~ <1>
rl C
III 0
+.J ~
·M CO
III E
..... c
u c: 00
..... -
Ul.~ c-
-CO
~- <1>E
o IV ..c .....
~ E -0
o ... <1> .....
o.E "OS
e >-
OCO
..... C
o..Q
0-=
_"0
_"0
roCO
c..>'
(f)c
_CO
..c .....
-0
<1> .....
--
<1> .....
-CO
0..0..
E(f) ~
0-
O£ III SCHEDULE M Non-Cash Contributions OMS No 1545·0047
(Form 990) 2008
~ To be completed by organizations that answered 'Yes'
Department of the Treasury on Form 990, Part IV, lines 29 or 30. Open to Public~ I
Internal Revenue Service ~ Attach to Form 990. Inspection
Name of the organization I Employer identification number
Donors Capital Fund, Inc 54-1934032
l Part Iffi' I Types of Property
(a) (b) (c) (d)
Check If Number of Revenues reported Method of determining
applicable Contributions on Form 990, revenues
Part VIII, line 19
1 Art-Works of art
2 Art-Historical treasures
3 Art-Fractional Interests
4 Books and publications
5 Clothing and household goods , .
6 Cars and other vehicles
7 Boats and planes
8 Intellectual property
9 Securities-Publicly traded X 2 1,058,507. Falr market value on date recel
10 Securities-Closely held stock
11 Securities-Partnership, LLC, or trust Interests
12 Securities-Miscellaneous
13 Qualified conservation contnbution (hrstonc structures)
14 Qualified conservation contnbution (other)
15 Real estate-Residential
16 Real estate-Commercial
17 Real estate-Other
18 Collectibles
19 Food Inventory
20 Drugs and medical supplies
21 Taxidermy
22 Histoncal artifacts
23 SCientific specimens
24 Archeological artifacts
25 Other ~ (---------------- )
26 Other ~ L _______________ )
27 Other ~ (---------------- )
28 Other ~ ( )
29 Number of Forms 8283 received bi the organization dunnq the tax year for contributions for which the 29 I
organization completed Form 828 , Part IV, Donee Acknowledgement .
Yes No
30a DUring the year, did the organization receive by contribution any property reported In Part I, lines 1 ·28 that It must , I
hold for at least three years from the date of the initial contribution, and which IS not required to be used for exempt
purposes for the entire holding period? 30a X
b If 'Yes,' descnbe the arrangement In Part II I
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? 31 X
32a Does the organization hire or use third parties or related organizations to sohcrt, process, or sell
noncash contributions? 32a X
b If 'Yes,' descnbe In Part II. I
33 If the organization did not report revenues In column (c) for a type of property for which column (a) IS checked,
descnbe In Part II BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990_

SChedule M (Form 990) 2008

TEEA4601 12118/08

ScheduleM(Form990)2008 Donors Ca ita1 Fund, Inc 54-1934032 Page 2

Par111 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 Information.

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

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

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

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

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

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

BAA

TEEA4602 07/14108

Schedule M (Form 990) 2008

Department of the Treasury Internal Revenue Service

OMS No 1545-0047

SCHEDULE 0 (Form 990)

Supplemental Information to Form 990

2008

~ Attach to Form 990. To be completed by orQanizations to provide additional information for responses to specific questions for the Form 990 or to provide any additional information.

Open to Public I

Inspection

Donors Capital Fund, Inc

JEmPIOyer Identification number

54-1934032

Name of the orqamzauon

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

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

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

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

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

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

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

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

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

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

BAA For Privacy Act and paperwo", Reduction Act Notice, see the instructions for Form 990.

TEEA4901 12119/08

Schedule 0 (Form 990) 2008

~
§ U
co :lic
.;, ::::10
~ Q Q,,= ~
OU ..
Q ...
0 -&. E
z N CIft "
CD 8,..5 I:
::;; I:
0 0
0 ,., N
.. ('0"')
iI'~
,., 0
I: "'"
..
:!! ('0"')
Ii ~
>0- ...--I
0 I
"ii.
E "'"
,..: III U")
('t) f------
-
0
cD
('t)
II'i
('t)
~
rti'
('t)
1ft
CII
I/) ,§
c. ;i
._
.c: 1::
I/) III
:... Q"
CP C
C a\
1:: a\
IV E
e, 0
LL.
"'C s
CP -III •
- CllIII
IV >c
~ - 0
-0;
CIIU
C -::::I
CII-
~ ~"Iii
IIIC
"'C C·_
IIICII
C -;fti
IV =;
I/) ilia.
C c51
0 .2 CII
-CII
""j:i 1:1(1)
IV 'c ~
.~ III
CI
C -
0
IV ~
tn
:... "
0 .!!
CII
"'C Q.
CP E
- 0
IV U
CP CII
.a
0:: 0
~
c:i
a\
a\
E
0
LL.
0
-
.:
u
III
~ U
~
~ H
-0
~
='
~
...--I
z- rtl
=>", I: +J
"'u 0 ·rl
Q: "'_ ,., g
~~ ..
.!:!
UJ ~(/l I:
.. U
..J ,s~ e'
:;:, ...... _c: 0
0° 0", .. en
->
UJ8l c:'" = I-;
"'0:: '0 0
:I:E E-
-e'" .. ~
Uo ",E E 0
c.",
cn!t. "'- .. 0
0.= z 0>
~
"0
.;,;>,
~c:-;::
.....,0'E
_::Q)
u
~
(5 .:t:
<,
z
(/l 0
Q) "'"
(/l N
fJ)
ro .
(iJCo ...--I
0
'-'~ co
'0
-0
c:
w
"'"
1.0
Q) U")
E
0
...... u
o!:
.....

(?
Q)
----
2~
fJ)-
___ c:
Q)::::l
_0
........ uu
U-c:
--Eo>
0-
"O~
-0
ro-
o>~
Q)O 0
...J :E
Z.
:2:
U
...... ro
m;>,
--~ :J
ro
E rtl
tt I-;
'0 -0
...--I ~
0 rtl
::r: H
I I
I I
I I
I I
I I
I I
~ I I
C
Q)
"0
Cll
"0
Co ('0"')
0> ...--I
Cll ('0"')
Vi
-c N
N
'0
:i'~ rtl
·rl
'"'W I-;
"0 -0
c: ~
ro rtl
Jj >C
fJ) Q)
Cll
U ...--I
"0 .:t:
ro
ai .:t: U")
E
ro '10
Z Zl~
UI
HI >C
HI 0
III
~I
UIO
010.. 0>
!:
"0
.;,;>,
~c:-;::
,,-,,0"E
_::Cll
u
~
(5 .:t:
<,
Z
fJ) ---
::::l---
-!3
ro ___
-u
fJ) ___
;>,~
_0
(iJ':::LO
'-'~ §
u_
uu
-=Cll
DfJ)
::::l_
Il.-=- r-
c
0
-B
Cll
fJ)
Cll ~
S"8 ('0"')
~
""'U ~
0. o
E ~
Cll ...--I
)( 0
W U")
Cll
N~
fJ)-
___ c:
Cll::::l
_0
........ uu
U-c:
--Eo>
0-
"O~
-0
ro-
o>~
CllO 0
...J :E
Z.
s 01 c
-B c 0
...... ro ·rl ·rl
m;>, ..I<: +J
--~ rtl rtl
ro
E J:l N
s. ·rl
+J c
~ ~
rtl
I-; I-;
o 0
"'" I I I
...--I I I I
('0"') I I I
N I I I
N
I I I
.:t: I I I
c :> I I 1
0
~ rtl I I I
N ·rl I I I
E I-; I I
ro '0
0> ~ I I
0 r- rtl I
"0 NI >C 1
2 ~I!: I
ro
~ 1.01.:t: I
- ...--II I
..... 0 ~I+J 1
c:(z
--- NI Q) I I
W
"0 U")I Q) I I
c II-; I 1
ro .+J I I
Jj ul en
fJ) ~I I I
Cll HI ?: I
U II-; I
"0 , ~
ro +JI Q) I
ai enl ::r: I
E el..c:: I
ro I
Z E-<I+J
I I-; I
enl 0 I
~I Z I I
~I~ I I
010 I I
01...--1 I I ii)

o o

~

8' ~ E o \:S a::

Cll "5 "0 Cll s:

U (f)

c:i 8l

E

o LL.

-

.2

III C o

~

::::I

-

"Iii

..5

CII .c

-

CII

CII III

CIi .~ "0

z

t) c:( c

.2 t)

::::I

" CII

a:: ..a:

~

CII a. III Q"

" C

III

t) « ;>, u III > .;:

Q"

-

o

LL.

N Q) 01 ro o,

o C H

Ul H o C o Cl

ex> o o N

6' ~ E o ~

,...~ ~'ai ~

~ d; ~.E 1-+------+-------1--------1

c:: «J n; en

<3Eo. :.

I

o Z

-

o

c o

ii

Co) ;;:: ;; c II)

::2

Q)

E

o o C

1;;

:::J ...

....

...

o c o

~

o Co

...

o o

"' III

"' II)

:is

"' ><

"' ....

III C o

~

'c

"'

~

o 'C II)

-;

'ii D::

Q)e.
0>_
,",.!9~
::&:c:~
"'-'~~
~~
lij
Q)
~
'0
'IJ)
,,-g-a;
"'-'~~
oro
Q)
lij
s:
C/l
Q)
E
0
u
!:
G:"2
...... .9
'0
Q)
lij
s:
C/l
z,e:
..,,0
CUp
Gi'~C/l_ 2
....,00.-
Q)~~
0.00
>.u
1-8
Z,
"E
Q)
"uo
oQ)c
.....,=-=
Cle
c
0
u
Q)C
_ 01
Q~,",
""E..E z-
~.go§
roQ)O
01- o
Q)2
.....Ie
z,
~
U
,...«
e,~
ro
E
&.
I
I
I
C
Q
iii
N
c:
ro
e'
0
"'C
2
ro
~
-
,...0
C(z
...... -
W
"'C I I
C
ro
en
IJ)
Q) I
-0
"'C I
ro I
a> I
E I
ro
Z I
I
I
I
I $

o o

~

S

0'1 0'1

E o !:S a:

Q) "S "'C Q) s: u C/l

Q

M N

N

re

z

~

o

~

S

aa-

E o !6 0::

CI> "5 "0 CI> s: u (j)

0 "'" N 0
"0 0 ('t') "'"
CI>
> U"l CD N
(5 r: ~ ~
> "'" N
..... 1:: N ('t') U"l
U-
....,- U"l .--I U"l
I:: ....i
::s
0
E
oCt
vi
"0
0
s:
If)
CI>
:5 I::
I:: g9
Q ..... uro
IDro'_'
U ,_,If)CI>
ro 1::0.
If) ro»
I:: t=-
~
"0 .0 o S
I:: .--I
ro
9
.c
If)
I::
Q
ro
~
"0
~
CI>
>
0
u
s
"0
::s
"0
!:
<Ii
§
If)
:5
.$
CI>
"9
E
0
u
iii
::s
E
0
s:
~ I::
I:: 0
0 ~
I:: N
0 E
~ ro
E Ol
~ ..... 0
ct~
'_'l!
~ (5
.E '0
If)
I:: CI>
Q E
U ro
2 z
iii
s
CI>
£;
CI>
CI>
If)
-
vi
CI>
?-
~
CI>
>
0
.D
ro U U U U
CI> (:! c c (:!
£; H H H H
'0 ~ ~ ~
~ +J +J
ro rn Ul Ul Ul
.9 ::3 ::3 ::3 ::3
1-1 1-1 1-1 1-1
Q; E-< E-< E-< E-<
~ rn Ul Ul Ul
If)
I:: 1-1 1-1 1-1 1-1
ro 0 0 0 0
CI> (:! (:! (:! (:!
£; 0 0 0 0
:= Cl Cl Cl o
N e 8 @ ~ ..... @
!/3 -

-

If) I:: o

~

N

E ro Ol

o

"0 CI>

ro

~

CI>

o E

o

CI> I:: o

u (:! H

C1l U

Ul 1-1 o (:! o Cl

s

o N

_c:.c __ .... .... .... ....

_ c:P.c ._

..... ~ _ E c

....................

If) If)

CI> CI>

If) If)

C I::

CI> CI>

0. 0. X X

CI> CI>

~ ~

.ES

I:: I:: o 0

~~

N N

E E ro ro 0l0l

<5 a (i) (i)

s: s:

15 15

.s~ ~~ ro ro 0. 0.

C C

CI> CI>

E E

CI> CI>

If) If)

:; :;

.D .D

E E ij) ij) ococ

o Do

17 ..

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

..,
Q)
01
ro
Q.
Vl
Vl
0
C,
N 0
C"') -m
0 Vl
~ Vl
C"') ro
0'1 ro
.-I :§
I
~ >.
LI) .c
"0
Q)
~
Vl
ro
Q)
g
Vl
Q)
.;:::;
s
tl
ro
~
15
C
Q)
U
iii
c.
Q)
>
-+=
C
ro
:5
Q)
0
E
"0
Q)
U
::J
"0
C
0
U
C
0
~
N
C
ro
01
0
Q)
:5
.c
U
E
~
s:
01
a. ::J
0
:E :5
o III c.
...
C II) E
H I: Vl
t:: iii
~ CU C
'0 e, ~
c CU c.
;j
~ III ro
CU Vl
ro
.--i II) "0
CO :0 Q)
.j..J )(
• ..-i CU 2
><
co CU z..
U t- ~
III Q)
(/J I: s:
I-l 0 U
:;: ro
0 Q)
C cu ....
0 N .E
o '2 C
cu Q
00 C) ro
...
0 0 E
0
N '0 .E
S II) C
(TI - 01
cu
(TI a:; C
E ... ~
0 I: .2
u, =» :E
'-"'
a:: ~ Q)
Q) :5
"3 Q)
"0 "0
Q) s
.c e
U
en Q. .... 01 0
o c". Z
- _ ....
........ co CJ) Q)
:J: .... roc
...._,Q) ct
Croro III
<3EC. CII
>-
C
::J
0 ...... _,....
Eo 'I!)
roo::':::\D
..... il':iN~~
CI )(::J'-"'
=> s s E
>[D.c ....
Q)Cuo
"O-enLL.
0
U
" .
.:. IJ) 0
OQ)C Z
c.- 0
~o ro.;:::;
.....,"-Cro
~gg III
CII
0 - >-
ro
m
Q)
~
15
'Vl
"0_
Iii' C Q)
.....,!~
oro
Q)
m
s:
rJ)
e ""
C1> '" 0
c: ~c: Z
t::::c::("f')O
~ C~-B3~
s: ........ ~~5~ III
IJ) C1> U") en CII
iii < (5 >-
.5
m C
c. ~2'
C ~~,....
Q) EO>'
E ........ oLL!::
Vi ~Oo§
Q) rovo
> OI-U
s Q)2
C ...J~

iii
u z..
....
.E s
C s
° ..... ro
iii 11:1>.
::J ........
U ro
)( E
Q) &.
g
-6 I I I
m I I I I I I I
01 I I I I I I I
!!! I I I I I I I
Vl I I I I
C
Q I I I I
U I I I I
2 I I I
Vi I I I
E z.. I I I
Q)
Q) ~ I I
rJ) Q) I I
C 15 I I
° Z I I
~ W I I I
N
C "0 I I
ro ..... C I I
01 ~ro
0 .... - I I I I
IJ)
"0 IJ) I I
Q) V
ro -c I I
~ "0 I
ro
ro eli I
(5 E I
C ro I
IJ) Z I
ro I I I
~
ro I I I
:5 I I I
QJ I I I I I
::J I I I I I
C I I I I I
Q)
> I I I I I
!!! I I I I I Donors CflPital, Inc.

(i) Name

Form 990 - 2008 Grants Sch A Part I - Line 1.h

(ii) EIN

(iii) Type

(iv) Listed

(v) Notification

EIN: 52-1934032

(vi) US?

(vii) Amount

Accuracy In Media Acton Institute

Alabama Policy Institute Alliance for Neighbors, Inc

American Conservative Union Foundation American councu of Trustees and Alumni American Council on Science & Health American Dream Coalition

American Enterprise Institute

American lslarruc Congress

American Majority

American Values

Americans for Lmt'd Gvrnmnt Research Fnd Americans for Prosperity Foundation Americans United For Life

Arnencares Foundation

America's Future Foundation

America's Future Foundation

Atlas Economic Research Foundation Beacon HIli Institute for Public Policy R Beloved Heart Ministries

Beta Center, Inc

Bill of Rights Institute

Bluegrass Inst for Pub Policy Solutions Boston College - Political SCience Dept Brotherhood Organization of a New Destiny Brown University - Political Theory ProJe BSA - Mt. Baker Council

Buckeye Institute for Public Policy Solut Camp Fire USA - Cntrl Puget Sound Campus Crusade for Christ

Capital Research Center

Cascade Policy Institute

Cato Institute

Center for Competitive Pohtics Center for Education Reform

Center for Excellence In Higher Education Center for Independent Thought

Center for IndiVidual Rights

Center for Islamic Pluralism

Center for the Study of Carbon Dioxtde & Center for Union Facts

Center of the American Experiment Central Florida Ballet

CERGE-EI Foundation

Chartens Foundation

Children's Scholarship Fund Christopher Newport University Citizens In Charge Foundation Citizens United Foundation

Clare Boothe Luce Policy Institute Claremont Institute

Claremont McKenna College Clarion Fund

Committee for a Constructive Tomorrow

23-7135837 38-2926822 63-0809568 26-3047816 52-1294680 52-1870003 13-2911127 41-2093676 53-0218495 06-1634525 26-1501154 52-1762320 52-2020468 52-1527294 36-3906065 06-1008595 22-3947727 52-1928321 94-2763845 04-2133255 20-5106946 23-7446558 48-0891418 11-3691843 04-2103545 95-4278723 05-0258809 22-1576300 31-1278593 13-1623921 95-6006173 52-1289734 93-1045925 23-7432162 20-3676886 52-1847187 20-8091013 52-0945376 52-1600481 20-0495478 86-0902777 20-4036946 36-3611426 59-3658167 25-1725738 91-1574847 13-4002189 54-0701501 13-4070270 54-1626748 54-1672138 95-3443202 95-1664101 20-5845679 52-1462893

7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 2 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 7 2 7 7 7 7 2 7 7

No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

$ 2,000

678,712 315,000 4,740 1,500 400,000

45,000 75,000 2,273,267

25,000 440,000 255,000 790,000 155,000 500,000

1,000 10,000 58,000 164,000

58,000 3,100 5,000 6,000

220,000 50,000 5,000 65,000 2,000 426,000 3,000 10,000

5,000 275,600 276,014 832,000

1,000 50,000 100,000 11,500 120,000 129,400 1,500 30,000 200,000 400,000 2,500

100,000 75,000 200,000 200,000 2,000 41,548 30,000 17,778,600

210,000

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

Donors Capital, Inc.

, "

(i) Name

Form 990 - 2008 Grants Sch A Part I - Line 1.h

(ii) EIN (iii) Type

(iv) Listed

(v) Notification

EIN: 52-1934032

(vi) US?

(vii) Amount

Commonwealth Fnd for Public Policy Altern Competitive Enterprise Institute

Concord Coalition

Congregation Shaare Tikvah-B'nai Zion CUFI Church Association

Cumberland College

Dallas Center for the Perforrmng Arts Fou Dallas Symphony Orchestra

David Horowitz Freedom Center

Donors Trust

Duke University

Educational Foundation for Highland Park Educational Research Analysts

Emory University

Ethan Allen Institute

Ethics & Public Policy Center Evergreen Freedom Foundation Faith & Reason Institute

Federalist Society for Law & Public Pollc FIRE

First Freedoms Foundation, Inc

Flint Hills Center for Public Policy Florida Family Resource Center, Inc. ForSlght Foundation

Foundation Endowment

Foundation for Economic Education Foundation for Individual Rights In Ed Foundation for Jewish Camping, Inc Foundation for Teaching Economics Franciscan Foundation for the Holy Land Fred Hutchinson Cancer Research Center Free Enterprise Education Institute, Inc Free State Foundation

Freedom Foundation of MN

Freedom Worl<s Foundation

Frnds of Israel Cntr for Soc & Econ Prog Fund for American Studies

Georgetown University

Georgia Public Policy Foundation GMU Foundation (Law & Econ Center) God's World Publications, Inc Goldwater Institute

Good News Outreach

Good News World Outreach Church Grassroot Institute of Hawau

Great Plains Public Policy Institute Greater Educational Opportunities Fnd Greenwich Land Trust

Harvard University

Heartland Institute

Hentage Foundation

Highland Park High School Choir Booster C Hillsdale College

Hoover Institution-Stanford University Hudson Institute

23-2473845 7

52-1351785 7

52-1787869 7

36-2167815 7

20-4413244 7

61-0470593 2

75-2089223 7

75-0705442 7

95-4194642 7

52-2166327 7

56-0532129 2

23-7442269 7

75-1407723 7

58-0566256 2

22-3092292 7

52-1162185 7

94-3136961 7

52-2197517 7

36-3235550 7

04-3467254 7

39-1962608 7

23-7047821 7

20-2927044 7

26-0309471 7

52-1257688 7

13-6006960 7

26-4505542 7

22-3551013 7

51-0183347 7

33-0628775 7

91-1540426 7

81-0634209 7

74-3160646 7

36-4592698 7

52-1526916 7

13-3129249 7

13-6223604 7

53-0196603 2

58-1943161 7

54-1603842 7

56-0538016 7

86-0597661 7

13-2965038 7

75-2507591 7

99-0354937 7

31-1634551 7

95-4406881 7

06-0950851 7

53-0199180 2

36-3309812 7

23-7327730 7

20-0644472 7

38-1374230 2

94-1156365 2

13-1945157 7

No No No No No No No No No Yes No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

197,800 36,308 1,000 100,000 207,000 25,000 500,000 50,000 5,000 1,527,500 50,000 10,000

2,500 100,000 135,000 130,000 557,912

5,000

1,500,000 80,000 25,000 83,000

5,000 5,000 2,000

100,000 350,000 10,000,000 5,000 10,000 3,000 75,000 50,000 100,000

5,000 155,000 57,250 50,000 125,000 660,000 30,000

360,000 75,000 300 220,000 50,000 1,000,000 1,000 50,000 4,610,000 15,000 10,000 5,000 1,000 2,000,000

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

Donors Capital, Inc.

(i) Name

Form 990 - 2008 Grants Sch A Part I - Line 1.h

(ii) EIN (iii) Type

(iv) Listed

(v) Notification

EIN: 52-1934032

(vi) US?

(vii) Amount

Human Rights Foundation ltlmots Policy Institute

llhnms Taxpayer Education Foundation Independence Institute

Institute for Humane Studies

Institute for Justice

Institute on Religion & Democracy Intercollegiate Studies Institute Investigative Project on Terronsm

James Madison Institute for Public Policy John Locke Foundation

JOSiah Bartlett Center for Public Policy Kanakuk Ministries

Kids Empowered by Your Support, Inc. Landmark Legal Foundation Leadership Institute

life for Kids

Lincoln Inst of Public Opinion Research LOUISiana State University

Mackinac Center for Public Policy Maine Heritage Policy Center Manhattan Institute For Policy Research Maryland Public Policy Institute

Media Research Center

MemOrial Sloan-Kettering Cancer Center Mercatus Center, GMU

Michigan School Board Leaders Forum Michigan State University

Middle East Forum

Middle East Media and Research Institute Midland Young Life Building Foundation MISSISSIPPI Center for Public Policy

MIT Chemical Engineering Department Montana Policy Institute

Mountain States Legal Foundation MOVing Picture Institute

Mt Vernon Ladles Association of the umo MUSIC MISSion Kiev

Nat Right to Work Legal Def & Edu Fdn National Center for Policy AnalYSIS National Center for Public Policy Researc National Legal & Policy Center

National Tax limitation Foundation National Taxpayers Union Foundation NCHS Alumni Association

Nevada Policy Research Institute

NFIB Legal Foundation

North Dakota Policy councn

Northwood University

NRA FAF

Ocean State Policy Research Institute Oklahoma Council of Public Affairs One Nation Under God Foundation Operation Exodus Inner City

Oregon Better Government Project

20-2669700 7

41-2057028 7

36-3955081 7

84-0990300 7

94-1623852 7

52-1744337 7

52-1265221 7

23-6050131 7

13-4331855 7

59-2811908 7

56-1656943 7

22-3235650 7

43-1815310 7

20-4846463 7

51-0203802 7

51-0235174 7

59-2933541 7

25-1704705 7

72-6020969 2

38-2701547 7

22-3888250 7

13-2912529 7

52-2199055 7

54-1429009 7

13-1924236 7

54-1436224 7

26-0877115 7

38-2015695 2

23-7749796 7

52-2068483 7

75-2828138 7

64-0797905 7

04-2103594 7

20-2591461 7

84-0736725 7

20-3237801 7

54-0564701 7

59-3278168 7

59-1588825 7

75-1804932 7

52-1226614 7

52-1750188 7

51-0208455 7

52-1122883 7

47-0624971 7

88-0276314 7

62-1570449 7

20-8862761 7

38-1624684 2

26-1277941 7

26-0731822 7

73-1436375 7

35-2176192 7

13-3600728 7

20-8133881 7

No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

85,000 425,000

77,000 285,000 747,586 221,500 420,000

1,000 150,000 136,500 125,000 115,000

43,500 2,500 5,000 15,000 5,000 15,000 50,000 290,000

573,100 153,295 135,000

40,000 3,000 156,000 38,500 50,000 750,000 300,000 5,000

180,000 20,000 220,000 6,500 30,000 5,000 5,000 30,000 50,000 4,000

7,000 250,000 500 2,500 339,000 20,000 100,500 10,000 300,000 26,717 170,000 35,000 5,000 195,000

Sch A Part I - Line 1.h Page 30f4

Donors Capital, Inc.

(i) Name

Form 990 - 2008 Grants Sch A Part I - Line 1.h

(ii) EIN (iii) Type

(iv) Listed

(v) Notification

EIN: 52-1934032

(vi) US?

(vii) Amount

Pacific Legal Foundation

PaCific Research Inst for Public Policy Palmer R Chltester Fund

Parents in Charge Foundation Partners Relief and Development Philanthropy Roundtable

Pioneer Inst for Public Policy Research Platte Institute for Economic Research Polwarth Ministries

Prometheus Institute

Public Interest Institute

Public Policy Foundation of West Virginia Public Service Research Foundation

RIo Grande Foundation

Rock the Desert MInistries, Inc

Russell Home for Atypical Children Russian-American Christian University S.C. for Responsible Government Fndtn Saint Anthony's

Sam Adams Alliance

SC Policy councn Education Foundation Security Research Associates, Inc Show Me Institute

Sky Ranch Foundation Smile Train, Inc

St Jude Maronlte Catholic Church of Orta St Matthew School

State Policy Network

Stewards of the Range, Inc

Student Government Affairs Program StudentNewsDally.com

Sutherland Institute

Tennessee Center for Policy Research Texas Public Policy Foundation Thomas Jefferson Institute

University of Chicago

University of Notre Dame

University of Texas - Austin

urnversity of Virginia Foundation Villanova University

Virginia Institute for Public Policy Vlslon360

Washington Legal Foundation Washington Policy Center West Dallas Community School Yale University

Yankee Institute

Young America's Foundation Young Life

94-2197343 7

94-2528433 7

52-1455677 7

54-2024931 7

22-3786806 7

13-2943020 7

22-2632081 7

20-8809060 7

51-0558527 7

20-3558542 7

42-1347192 7

20-5955827 7

58-1442675 7

85-0468446 7

30-0062891 7

59-1051408 7

52-1930894 2

20-3128872 7

04-2178891 7

20-5792227 7

57-0835744 7

74-2209420 7

20-1957878 7

75-2147444 7

13-3661416 7

59-3355985 7

93-0429016 2

57-0952531 7

82-0472269 7

65-0348492 7

05-0611977 7

87-0531727 7

20-1808567 7

74-2524057 7

51-0280185 7

36-2177139 2

35-0868188 2

74-6000203 2

54-1682176 5

23-1352688 2

54-1870848 7

11-3729455 7

52-1071570 7

91-1752769 7

75-2576975 2

06-0646973 2

52-1358144 7

23-7042029 7

84-0385934 7

No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

TOTAL SUPPORT

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

1,500 115,001 355,500 250,000

51,000 300,000 110,000 138,221

5,000 33,000 88,459 181,000 3,000 130,000 5,000 10,000 100,000 50,000 25,000

3,579,000 318,700 148,892 182,941

10,000 5,000 4,500 5,000

1,488,750 2,000 7,500

20,000 145,000 260,000 400,000

50,000 100,000 75,000 100,000 100,000 50,000 144,000 50,000 7,000 105,000 10,000 50,000 259,000

165,500 3,000

$ 70,858,213

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

J!l

c ...

l! ! (!) ._

""..J o ' 0=

~t::

~cf

en -

e"5

otl) IL

:iii iii

~<D

~O

.:J~

=& ~~

n,

~

:::J 'C Q) s:

~

I

.<: .

y

e o Z

g g

o 0

8N

o N

U .5

"ti

c :::J IL

~

a. .. U

f o c

,3

N

.~

'" ...

N

II>

:iii iii

.l!I

c ...

e ., CI.E ",...I o • 0=

':'1::

° ca ",11.

"'-

eii

Oil)

II.

~ CD .,C 0

.::i~

=cn 1: <tI coo. 11.

Q) :; "C Q) s: o en

i

i

z

0::: 0::: 0::: 0::: o 0 0 0

.. .. " "

~ ~ ;3 ;3

U .E ~

c

" II.

~

a. ca (J

e o c

8

~ ~

o 0

E E

o 0 ........

!II ..

ii _~ .. ~

.3 .3

co co

.E ,g

! ! ~ ~ 88

N

.~

en ...

N

II)

Z iii

~CD "'c: 0

~~

=", 1:: ., .,0. 0.

'" "'5

"0

'"

s

en

i ~

I:: o Z

o 0 0 0

8 g g g

.oN" ci 0 00 ~ 0

~

<.i .5 ,;

c = IL

~

a.

'" U

e

o e

8

~ ~~

!! I::

., - > I::

E .!!

" « ~ I:: o ..

E 5 ww

Z iii

s

c ...

l! '" C) .5

co...J o • 0_

~; ~o..

en -

E"fi

o III U-

..; .5 -.5

e ::I U-

S Q.

01 U

e

o c o c

~O:> "'c: 0

.:J~

= Cl 1:: '" 010..

0..

g § g g g 8 g 8 8 8 § 8 g g § g g g 8 § 8 § § § 8 g a~~gg§ -g§§§f~~!ri.ri.n<r:~~.n_'§~g

- ~ - N

>- >- >z z z

= = = = = = = = = = = = = = = = = 8 8

o

z iii

J!I

c ...

E G> 0.5 ... ....1 co •

~= .1::

co CD ... Q. ... -

e"fi

011) IL

... CD

~'O ~'£

=0

~~

Q.

G> :; "'C G>

~

.c .

y

c

~

.. ..

.5 .5

e e

o 0 .c .c .. ..

" " on

~ ~ >(

...J ...J ~

§ ~ ~

N

p~

... ..,

...

N

II)

:Z iii

J!!

c ...

i!! III CI .5 co...J Q • Q -

N-

.t:

Q CIS ..,11.

.., -

E"5

oU) u..

~ CD

~o _:j~

=e>

1ij~

11.

CIl "3

-g

~

" Q.

.c

.c ..

~

c o Z

8. & ~ 11 1l > .E .E ~ U U z

w w w w

:g :g :g :g ;;; Pi;;; ;;;

U .5

-c c :::I u..

~

CI. CIS o

e

o c o c

~'" .,e: 0

~~

=Cl

1:: '" ",a.

a.

Z iii

:

o

l.

J!I

e:~

I!! .,

(!) .=

... ..J o '

2= ,1:: o os ena.

en-

e"U

0111 LL

000 0

iii i

N C"II N N N N N N

.. .. .. ..

r-- ,... ,.... ......

..J ..J u, u,

~ !! !!

.3.9.9

U5 us tiS

U .5

-0

e: :::I LL

~

CI.

'" o

I!! e e:

8

N

.....

~

en ...

N

on

Z iii

~

I!! ., (!).E ... ....1 o '

~=

,'I::

~~

en -

e1i

01/) u,

~ CD

~O .:J~

=e>

ffi~

e,

G> :;

~

bl

Donors Capital Fund, Inc

54-1934032

Schedule 0 (Form 990), Supplemental Information to Form 990 Form 990, Page 2, Part III, Line 1 (continued)

Bnefly descnbe the organization's mission:

health, env1ronment, economICS, governance, foreIgn relatIons, and arts and culture:and WhlCh encourage phIlanthropy

and l.ndl.vl.dual gl.vl.ng and responsibill.ty as an answer to society's needs, as opposed to governmental l.nvolvement.

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

Connecticut

Florida

Illinois

New York

Tennessee

Virginia

Washington

New York

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->