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DT_2007_990

DT_2007_990

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3

,

Form

990

OMB No 1545-0047

Return of Organization Exempt From Income Tax
Under section 501 (c), 527, or 4947(aXl) of the Internal Revenue Code (except black lung benefit trust or private foundation) The organ i zation may have to use a copy of this return to satisfy state reporting requirements , 2007 , and endin g
D

^ 2007
Open to Public Inspection P
Employer Identification Number

Department of the Trea! Internal Revenue Servu

A
B

For the 2007 calendar ear, or tax year be g innin g
Check if applicable X Address change Name change Initial return Termination Please use IRS label or p ri nt or type. C Name of organization

Donors Trust ,

Inc.
Room/suite E

52-2166327
Telephone number

Number and street (or P 0 box if mail is not delivered to street addr)

sP^fic
Instruc bons.

109 North Henry Street
City, town or country State ZIP code + 4 F

(703)
Accounting metho

535-3563
11 Cash 10* X Accrual

Amended return
u Application pending

Alexandria

VA

2231 4-2903

1

F1 Other (specify)

• Section 501 (c)(3) organizations and 4947(a)(1) nonexempt

H and I are not applicable to section 527 organizations H (a) Is this a group return for affiliates? u Yes No

G J K

charitable trusts must attach a completed Schedule A Form 990 or 990( Web site: I" www. donorstrust. or g Organization type
(c h ec k on l y one 501(c) 3 4 (insert no) u 4947 (a)( 1 ) or u 52 7

H (b)

If 'Yes,' enter number of affiliates 0' DX Yes u No

H (c) Are all affiliates included' (If 'No,' attach a list See instructions ) H ( d ) Is this a separate return filed by an organization covered by a group ruling?

^ u Yes [1i No

Check here if the organization is not a 509(a)(3) supporting organization and its gross receipts are normally not more than $25,000. A return is not required, but if the organization chooses to file a return, be sure to file a complete return. Gross recei p ts: Add lines 6b, 8b, 9b, and 10b to line 12 " 16, 946, 843 1 Contributions, gifts, grants, and similar amounts received Contributions to donor advised funds Direct public support (not included on line 1a) Indirect public support (not included on line 1a) Government contributions (grants) (not included on line la)

I M

L

Grou p Exem p tion Number ^ N/A Check ^ If the organization is not required to attach Schedule B (Form 990, 990-EZ, or 990-PF)

Part I
a b c d 2 3 4 5 6a b c 7

Revenue . Exnenses . and Chances in Net Assets or Fund Balances (See the instructions_ ) 1a
1 b 1c 1d

10,461,557.
1,726,889.

Qo

e Total aa through l)s(cash $

9 , 3 0 6 , 17 4 . noncash $

2,882,272. )

1e
2 3 4 5

12,188,446.
608,310. 174,031. 97,422.

Program service revenue including government fees and contracts (from Part VII, line 93) Membership dues and assessments Interest on savings and temporary cash investments Dividends and interest from securities Gross rents Less rental expenses Net rental income or (loss). Subtract line 6b from line 6a 11111. Other investment income (describe (A) Securities 6a 6b

a
DR E v

6c 7 (B) Other

8a Gross amount from sales of assets other

E N
E

than inventory
b Less: cost or other basis and sales expenses See L-8 Stmt c Gain or (loss) (attach schedule)

3, 878, 634.
3, 812, 479. 66, 155.

8a
8b 8c

d Net gain or (loss). Combine line 8c, columns (A) and (B)
9 a b c 10a b c 11 12 E P Special events and activities (attach schedule) If any amount is from gaming , check here of contributions $ Gross revenue (not including reported on line 1b) 9a 9b Less direct expenses other than fundraising expenses Net income or (loss) from special events Subtract line 9b from line 9a 10a Gross sales of inventory, less returns and allowances 10 b Less. cost of goods sold Gross profit or (loss) from sales of inventory (attach schedule). Subtract line 10b from line 10a Other revenue (from Part VII, line 103) Total reve nue . Add lines 1e, 2, 3, 4, 5, 6c, 7, 8d, 9c, IOc, and 11

8d

66,155.

c

10e

RECEIVED
N

11
Q
-

12 13

13 Program services (from line 44, column (B)) 14 Management and general (from line 44, column (C)) N 15 Fundraising (from line 44, column (D)) E 16 Payments to affiliates (attach schedule) S 17 Total ex p enses . Add lines 16 and 44, column ( ) A 18 Excess or (deficit) for the year Subtract line 17 from line 12 N 5 19 Net assets or fund balances at beginning of year (from line 73, column (A)) Other changes in net assets or fund balances (attach explanation) See L-20 T T 20 s 21 Net assets or fund balances at end of year. Combine lines 18, 19, and 20 BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

13,134,364. 6 , 347,715a

AUG 1 8 2008

14
15 16

54, 320.
271,176.

A

0 G D E N UT
Stmt

17
18 19 20 21
TEEA0101 12/27/07

6,673,211.
6,461,153. 4,610,950. -45,883. 11,026,220. Form 990 (2007)

4.

Form 990 200

Donors Trust,

Inc.
EXPeonsea d
n i c x i a r s t

52-2166327

Pa ge 2

Part n

(c F u nctional l ) S ta r s e c t ion 5 1 3 and

Do not include amounts reported on line 6b, 8b, 9b, 10b, or 16 of Part I 22a Grants paid from donor advised funds (attach sch) (cash $ 5 , 501, 198. non-cash $ 0. If this amount includes foreign grants , check here ' u 22b Other grants and allocations (aft sch)

none empt chartble u ts lbu o tionalCfor others) Seeeinstrucct t se onn4947a)(1) t (C) Management (B) Program ( A) Total (D) Fundraising services and g eneral

22a

5,501,198.

5,501,198.

(cash
non-cash

$
$

60,450.

If this amount includes foreign grants , check here 23 24

u

22b
23 24

60,450.

60,450.

Specific assistance to individuals (attach schedule) Benefits paid to or for members .. (attach schedule)

25a Compensation of current officers, directors , key employees , etc. listed

in Part V- A

See .L-25aStrn

25a

139 , 242.

76,583.

6,962.

55,697.

b Compensation of former officers, directors, key employees , etc listed

in Part V- B
c Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 26 27 28 29 30 Salaries and wages of employees not

25b

0.

0.

0.

0.

25c

0.

0.

0.

0.

included on lines 25a , b, and c
Pension plan contributions not

26 27 28
29 30

114, 719. 27,965. 9,238.
17 ,679.

65,618. 16,661. 8,446.
9,750.

5,579. 1,363. 464.
942.

43,522. 9,941. 328.
6,987.

included on lines 25a, b, and c
Employee benefits not included on

lines 25a - 27
Payroll taxes Professional fundraising fees

31 32 33 34 35 36
37 38 40 41

Accounting fees Legal fees Supplies Telephone Postage and shipping Occupancy
Equipment rental and maintenance Printing and publications Conferences , conventions, and meetings Interest

31 32 33 34 35 36
37

42,250. 65 ,010. 10,026. 6, 180. 7,065. 36 ,664. 10 ,818. 62 ,724.

20,300. 56 ,882. 6,769. 3,625. 4,809. 21,036. 8,533. 56,013.

21,950. 8 ,128. 378. 297. 262. 1,816. 265. 780.

0. 0. 2,879. 2,258. 1,994. 13,812. 2,020, 5,931.

39 Travel

38 39
40 41

42

Depreciation , depletion, etc (attach schedule)

42

4, 131.

2, 368 . 5, 620. 5,912. 462. 7,021. 287. 399,328. 10,044.

205 . 0. 4,818. 40. 37. 25. 0. 9.

1, 558 . 51, 020. 2,950. 303. 282. 189. 69,439. 66.

43 Advertising Other expenses not covered above ( itemize):

43a 56 , 640. a 43b 13,680. bDues & Co _ Qlia n ce _ _ 43c 805 . c Utilities ------------- -- --- 43d 7 ,340. dWebsite Costs ---------- -- - -- --- 43e 501 . e Insurance 468 ,767. f Writer/ research /editor fees 43f ------------------g Banking fees ______-__ -10 ,119.
44

Total functional expenses . Add lines 22a throw h 43g (Or anizations completin.g columns 73,211. 6,347,715. B - D,car t%esetotalstolines13 - 15 54,320. 271,176. Joint Costs. Check if you are following SOP 98-2 No Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services Yes (ii) the amount allocated to Program services If 'Yes,' enter (i) the aggregate amount of these joint costs $ $ , and (iv) the amount allocated $ (iii) the amount allocated to Management and general to Fundraising $ Form 990 (2007) TEEA0102 0aio2ro7 BAA

41

,

Form 990 2007

Donors Trust,

Inc.

52-2166327

Pa g e 3

Part III

Statement of Program Service Accomplishments (See the instructions.)

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments What is the organization's primary exempt purpose? ^ _ _ _ _ _ _ t emen t , Attached _ _ _ _ _ _ _ _ _ _ _ S ee S ta _ _ _ All organizations must describe their exempt purpose achievements m a clear and concise manner State the number of c l ien t s serve d , pu bl ica t ions is sue d , e t c. D isc uss ac h ieve m e nt s th a t a r e n o t m easura bl e. ( S ec t ion 501 (c)( 3 ) an d ( 4 ) organizations and 4947 (a)( 1 ) nonexem pt charitable trusts must also enter the amount of g rants and allocatisto others. a See Statement, _Attached _(DAF Program)__________________________ ----------- ----------------- ----------------- ----------------- ------Grants and allocations $ b See Statement, ------------------------------------------------------------------------------------------------------------------------------------------If this amount includes forei g n g rants, check here 0. Tj 5 , 502 , 448. Attached (NPS Program)___________________ Program Service Expenses
(Required for 501(c)(3) and 4) 7(a)(1 zar ust and but optional for others

5,857,581.

-----------------------------------------------------------------------------------------------------------------------------------------If this amount includes forei g n g rants, check here 0 . c See Statement, Attached (CCAP Program)_________________________ ------------ ------ ---------------- ------ ----------------------------------------------- ------ ----------------------------------------------- ------ ----------------------------------------------- ------ ---------------------------------If this amount includes forei g n g rants, check here 0. Tj Grants and allocations $ 0 . d See Statement-1_ Attached _(PPAA Proyram)__________________ -------------------------- ------ ----------------------------------------------- ------ ----------------------------------------------- ------ ----------------------------------------------- ------ --------------------------------If this amount includes fore ig n g rants, check here Grants and allocations $ 0 . e Other program services See Statement, Attached (Grants and allocations $ ) If this amount includes foreign grants, check here n f Total of Program Service Expenses (should equal line 44, column (B), Program services) P BAA

----------- ----------------- ------------------ ----------------- -----Grants and allocations $

93,561.

165,430.

4,000. 228,393. 6, 348, 965. Form 990 (2007)

TEEA0103

12/27/07

Donors Trust, Inc. Form 990 2007 Part IV Balance Sheets (See the instructions.)
Note : 45 Where required, attached schedules and amounts within the description column should be for end-of-year amounts only Cash - non-interest-bearing

52-2166327
(A) Beginning of year 45

Page4
(B) End of year

46

Savings and temporary cash investments 47a 47b
48a 48b

3, 328, 690. 46 289, 166. 85, 080. 47c

7,661,252.

47a Accounts receivable b Less: allowance for doubtful accounts
48a Pledges receivable b Less allowance for doubtful accounts 49 Grants receivable

289,166.

48c 49 50a 50b

50 a Receivables from current and former officers, directors, trustees, and key employees (attach schedule) b Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) (attach schedule)
A

s E T

51 a Other notes and loans receivable (attach schedule) b Less: allowance for doubtful accounts 52 Inventories for sale or use 53 Prepaid expenses and deferred charges 54a Investments - publicly-traded securities

51 a 51 b 6,450. 1,179 , 864.

51 c 52 53 54a 0. 2,042 , 401.

L-54aStmtl

Cost

X FMV

b Investments - other securities (attach sch)
b Less- accumulated depreciation

L-54b Stmt
55a

Cost

X FMV
54,229.

0. 54b

1,000,000.

55a Investments - land, buildings, & equipment basis

(attach schedule)

L-55 Stmt

55b
57a 57b

19,265.

12,130. 55c
56

34,964.

56 Investments - other (attach schedule) 57a Land, buildings, and equipment basis b Less: accumulated depreciation (attach schedule) 58 Other assets, including program-related investments

57c

59
60 61 62 63

(describe ^ See Line 58 Stmt _ - _ _ _ _ _ _ _ _ _ Total assets must eq ual line 74) Add lines 45 through 58
Accounts payable and accrued expenses Grants payable Deferred revenue

1,875. 58 4,614,089. 59
3,139. 60 61 62 63 64a 64b 3,139. 65 66

3,699. 11,031,482.
5,262.

L A L

T
E S

Loans from officers, directors, trustees, and key employees (attach schedule) 64a Tax-exempt bond liabilities (attach schedule) 65 66 b Mortgages and other notes payable (attach schedule) Other liabilities (describe ^ ) --------------------Total liabilities . Add lines 60 throug h 65 X^ and complete lines 67

5,262.

N

Organizations that follow SFAS 117, check here ^ through 69 and lines 73 and 74.

A

67

Unrestricted .

4, 610, 950. 67
68 69 [ and complete lines 70 71 72 -

11, 026, 220.

68 Temporarily restricted 69 Permanently restricted o Organizations that do not follow SFAS 117, check here ^ 70 through 74.
D N

B A
A N

70 71 72 73 74

Capital stock, trust principal, or current funds Paid-in or capital surplus, or land, building, and equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances . Add lines 67 through 69 or lines 70 through

72 (Column (A) must equal line 19 and column (B) must equal line 21)
Total liabilities and net assets/fund balances. Add lines 66 and 73 BAA

4, 610, 950. 73
4, 614, 089. 74

11 026, 220.
11,031,482. Form 990 (2007)

TEEA0104

08/02/07

52-2166327 Donors Trust, Inc. Form 990 2007 Part IV-A Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the instructions.)
a b Total revenue, gains, and other support per audited financial statements Amounts included on line a but not on Part I, line 12. 1Net unrealized gains on investments 2Donated services and use of facilities a b1 b2 -44,633.

Pages

13,089,731.

3Recoveries of prior year grants
40ther (specify)

..

b3 b4
b -44,633.

----------------------------- -------------------------------------- -Add lines b1 through b4

c
d

Subtract line b from line a
Amounts included on Part I, line 12, but not on line a: 1 Investment expenses not included on Part I, line 6b 20ther (specify) ----------------------------- -------------------------------------- -Add lines d1 and d2 Total revenue (Part I, line 12) Add lines c and d d1

c

13, 134, 364.

d2
d ^ e 13,134,364.

e

Part IV- B Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
a b Total expenses and losses per audited financial statements Amounts included on line a but not on Part I, line 17: 1 Donated services and use of facilities 2Prlor year adjustments reported on Part I, line 20 3Losses reported on Part I, line 20 40ther(specify): a b1 b2 b3 6,674,461.

200 7 grants rescinded after audit _ _ _ _ _ _ _ _ _ _ _ _ -------------------- Add lines b1 through b4
c d Subtract line b from line a Amounts included on Part I, line 17, but not on line a: 1 Investment expenses not included on Part I, line 6b

b4

1, 250 .
b c 1,250. 6,673,211.

d1

20ther (specify): . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
--------------------------------------Add lines d1 and d2 Total expenses (Part I, line 17) Add lines c and d

d2 l
d e 6,673,211.

e

Part V-A

(List each person who was an officer, director, trustee, or key employee at any time during the year even if they were not compens ated) (See the instructions) (A) Name and address (B) Title and average hours per week devoted to position (C) Compensation (if not paid , enter -0-) (D) Contributions to employee benefit plans and deferred compensation plans (E) Expense account and other allowances

Current Officers , Directors , Trustees , and Key Employees

Whitney L-Ball_

---------Sec'&Treas . 40.00 106, 083. 33,159. 0.

c/o Donors Trust ---------------------K i mberly 0-Dennis __---___ c/o Donors Trust ----------------------

President
James-Piereson --------------------c/o Donors-Trust ---------------------

0.00

0.

0.

0.

Director, VP Nathaniel-C Moffat --------------------c/o Donors-Trust ---------------------

0.00

0.

0.

0.

Director Daniel-C Searle --------------------c/o Donors-Trust --------------------Vice- President
See List of Officers , Directors , Trustees , & Key Employees Statemen

0.00

0.

0.

0.

0.00

0.

0.

0.

BAA

TEEA0105

08/02/07

Form 990 (2007)

Form 990 (2007) Donors Trust,

Inc.

52-2166327

Page 6

Part V-A Current Officers , Directors , Trustees, and Key Em p loyees (continued)
06_ _ _ _ _ _ _ _ _ _ 75a Enter the total number of officers, directors, and trustees permitted to vote on organization business at board meetings b Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships? If 'Yes,' attach a statement that 75b identifies the individuals and explains the relationship(s) c Do any officers, directors, trustees, or key employees listed in form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related ^ 75c to the organization? See the instructions for the definition of 'related organization' If 'Yes,' attach a statement that includes the information described in the instructions. 75d d Does the org anization have a written conflict of interest p olicy ? Part V- B

Yes

No

x

X X

Former Officers , Directors , Trustees , and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during the year, list that person below and enter the amount of compensation or other benefits in the appropriate column See the instructions.) (C) Compensation (D) Contributions to (E) Expense (if not paid , employee benefit (B) Loans and account and other Name and address (A) Advances enter - 0-) plans and deferred allowances compensation plans

N/A----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

Part VI Other Information (See the instructions. )
Did the organization make a change in its activities or methods of conducting activities? If 'Yes,' attach a detailed statement of each change 77 Were any changes made in the organizing or governing documents but not reported to the IRS? If 'Yes,' attach a conformed copy of the changes 78a Did the organization have unrelated business gross income of $ 1,000 or more during the year covered by this return? b If 'Yes ,' has it filed a tax return on Form 990-T for this year? 76 79 Was there a liquidation , dissolution , termination, or substantial contraction during the year ? If 'Yes,' attach a statement - -- 76 77 78a 78b 79

Yes

No
X X X

X

80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership , governing bodies , trustees, officers , etc, to any other exempt or nonexempt organization?
Donors Capital Fund, Inc . _ _ _ _ _ _ ---------and check whether it is X exempt or nonexempt. 11 1 81 a 81 a Enter direct and indirect political expenditures (See line 81 instructions .) 0. b Did the org anization file Form 1120- POL for this y ear? b If 'Yes ,' enter the name of the organization ^

- ---- 80a X

BAA

1b / 1 Form 990 (2007)

TEEA0106

12/27/07

Form 990 2007

Donors Trust,

Inc.

52-2166327

Pa e7

Part VI Other Information (continued)
82 a Did the organization receive donated services or the use of materials , equipment , or facilities at no charge or at substantially less than fair rental value? b If 'Yes ,' you may indicate the value of these items here Do not include this amount as revenue in Part I or as an expense in Part II (See instructions in Part III) I 82b l 83a Did the organization comply with the public inspection requirements for returns and exemption applications? b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? 84a Did the organization solicit any contributions or gifts 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 tax deductible 85a 501 (c)(4), (5), or (6). Were substantially all dues nondeductible by members? b Did the organization make only in - house lobbying expenditures of $2,000 or less? If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year c d e f g Dues, assessments, and similar amounts from members Section 162(e) lobbying and political expenditures Aggregate nondeductible amount of section 6033 (e)(1)(A) dues notices Taxable amount of lobbying and political expenditures ( line 85d less 85e) Does the organization elect to pay the section 6033( e) tax on the amount on line 85f? 85c 85d 85e 85f N/A N/A N/A 82a

Yes

No
X

83a 83b 84a 84b 85a 85b

X N/ X N/ N/

N/A _-__ _ 85 N/ 85h N/A N/A N/A N/A - -_ 88a -t-X X --N/

h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year? 86 501 (c)(7) organizations Enter a Initiation fees and capital contributions included on line 12 86a 86b b Gross receipts , included on line 12, for public use of club facilities 87a 87 501 (c)(12) organizations . Enter a Gross income from members or shareholders bGross income from other sources . (Do not net amounts due or paid to other sources against amounts due or received from them ) 87b

88 a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-32 If 'Yes,' complete Part IX

b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)' If 'Yes,' complete Part XI - 88b 89a 501 (c)(3) organizations Enter: Amount of tax imposed on the organization during the year under: section 4911 ^ 0 ; section 4912 ^ 0 ; section 4955 ^ 0 ---------------------------b 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If 'Yes,' attach a statement - -- explaining each transaction 89b c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 No d Enter Amount of tax on line 89c, above, reimbursed by the organization e All organizations At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? f All organizations. Did the organization acquire a direct or indirect interest in any applicable insurance contract? g For supporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year' See States Filed In 90a List the states with which a copy of this return is filed ^

X

89e 89f

X X

8_9g X

b Number of employees employed in the pay period that includes March 12, 2007 (See instructions ) Telephone number ^ 91 a The books are in care of ^ Donors Trust

(703)

I 90b1 535-3563

3

Located at ^ 109 N Henry St , __-_--__---- Alexandria,-------- VA_
b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account , securities account, or other financial account)? If 'Yes,' enter the name of the foreign country See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts BAA

2 314-2903
Yes 91 b No X

Form 990 (2007)

TEEA0107

09n0/07

Form 990 (2007) Donors Trust,

Inc.

52-2166327

age 8

Part VI Other Information (continued)

Yes

No

91 c c At any time during the calendar year, did the organization maintain an office outside of the United States? X _______________________________ If 'Yes,' enter the name of the foreign country 01 ^ fl 92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041- Check here and enter the amount of tax-exem p t interest received or accrued during the tax y ear 92

Part VII Analysis of Income - Producin g Activities (See the instructions.
Unrelated business income Note : Enter gross amounts unless otherwise indicated
93 Program service revenue a ADMIN SERVICES PROVIDED TO SO
608,310.

Excluded by se ction 512, 513, or 514 (C) Exclusion code (D) Amount Related (or exempt function income

(A) Business code

(B) Amount

b c
d

e
f Medicare/Medicaid payments g Fees & contracts from government agencies 94 Membership dues and assessments

95 Interest on savings & temporary cash invmnts 96 Dividends & interest from securities
Net rental income or (loss) from real estate a debt-financed property b not debt-financed property 98 Net rental income or (loss) from pers prop 97

14 14

174,031, 97,422.

99 Other investment income
100 101
102

Gain or (loss) from sales of assets other than inventory Net income or (loss ) from special events
Gross profit or ( loss) from sales of inventory

18

66,155.

103 Other revenue: a b
c d e 104 Subtotal (add columns ( B), (D), and (E)) 105 Total (add line 104 , columns (B), (D), and (E)) Note : Line 105 plus line 1e, Part 1, should equal the amount on line 12, Part 1. Line No . W 337,608. . 608,310. 945, 918.

Part VIII Relationshi p of Activities to the Accom plishment of Exem pt Purposes (See the instructions. )
Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization ' s exempt purposes (other than by providing funds for such purposes)

93a Pa ent from supp ortin g or g anization that supp orts Taxp ay er for administrative and other assistance with supp ortin g organization's nroarams. which directly suotoort Taxuaver's charitable programs.

Part IX I Information Reg ardin g Taxa ble Subsidiaries and Disre g arded Entities (See the instructions.)
(A) Name, address, and EIN of corporation, partnership, or disregarded entity (B) Percentage of ownership interest (C) Nature of activities (D) Total income (E)

N/A

End-of-year assets

$ $

Part X

Information Reg ardin g Transfers Associated with Personal Benefit Contracts (See the instructions.

a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? Note : If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions) TEEA0108 iv27io7 BAA

H

Yes Yes

X No X No

Form 990 (2007)

52-2166327 Form 990 2007 Donors Trust, Inc. Part Xl Information Regarding Transfers To and From Controlled Entities . Complete only if the

Page 9

organization is a controlling organization as defined in section 512(b)(13).
106 Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If 'Yes,' com p lete the schedule below for each controlled entity ( A) Name , address, of each controlled entity ------------------------( B) Employer Identification Number

N/A
Yes No

(C ) Description of transfer

(D) Amount o f transfer

a

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

b

c

Totals Yes 107 Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If 'Yes,' com p lete the schedule below for each controlled enti ty (A) Name , address, of each controlled entity ------------------------(B) Employer Identification Number (C) Description of transfer (D Amount o ? transfer No

a

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

b

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

c
-------------------------Totals Yes 108 Did the organization have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and annuities described in q uestion 107 above?
Under penalties of per^ur' If declare that I true , correct , and com lele Declaration of ve e xa mined his return, rincluding accompanying gchedules and statements, and to the best of my knowledge and belief, it is all information of which preparer has any knowledge ar (other ) is base

No

Please
Sign Here Paid Pre -

^ )

Signature of officer

Date

Type or print name and title Preparer's signature

/ i :5 a,

/V • ( L. I

f ^.

SO ^%

f ^e e-

i2^

^ FAitit y /qtAdminlstr 3

arer's
se

Firm'sname(or Ch le yours if selfi-an) ^ Rr, 1AAV 1P, .

Unit

SCHEDULE A (Form 990 or 990-EZ)

Organization Exempt Under Section 501(cx3)
(Except Private Foundation) and Section 501(e), 501(f), 501(k), 501(n), or 4947(aXl) Nonexempt Charitable Trust Supplementary Information - (See separate instructions.) MUST be completed by the above organizations and attached to their Form 990 or 990-EZ.

OMB No 1

2007

Department of the Treasury Internal Revenue Service Name of the organization

Employer idenbfication number

Donors Trust,

Inc.

52-2166327

Part I

J Compensation of the Five Highest Paid Employees Other Than Officers, Directors , and Trustees (See instructions. List each one. If there are none, enter 'None.')
(a) Name and address of each employee paid more than $50,000 (b) Title and average hours per week devoted to position (c) Compensation (d) Contributions to employee benefit plans and deferred compensation ( e) Expense account and other allowances

Staci_M_ Root _ _ _ _ Address in cjo Marketin g Dir. the Or anization _joy Simington _ _ _ _Address_in_cjo _ Pro g ram Admin. the Or anization ---------------------------------------------------------------------------Total number of other employees paid over $50,000

40.00 40.00

60,172. 53,490.

12,837. 16,663.

0. 0.

NONE

Part I1- A 1 Compensation of the Five Highest Paid Independent Contractors for Professional Services (See instructions. List each one (whether individuals or firms). If there are none, enter 'None.')
(a) Name and address of each independent contractor paid more than $50,000 NONE ----------------------------------------(b) Type of service I (c) Compensation

Total number of others receiving over $50,000 for professional services

11

NONE

Part II - B Compensation of the Five Highest Paid Independent Contractors for Other Services
(List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter 'None.' See instructions.)
(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation

Fiscal-Associates ---------------------------------------VA 22202 1515 Jefferson Davis Hwy #810 Arlington Deliver G&G p ro g ram

106, 400. 81,600. 66,625.

Richard Vedder --------------------------------------Athens OH 45701 7464 Ridgeview Circle Oversee & work in CLAP ro ram Bryan_Okeefe _ -----------------------------VA 22124 3179 Summitsquare Dr Oakton Work in CCAP p ro g ram --------------------------------------------------------------------------------Total number of other contractors receiving None over $50 , 000 for other services BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ
TEEAD401 12/27/07

Schedule A (Form 990 or 990-EZ) 2007

Schedule A (Form 990 or 990- EZ) 2007 Part III
1

Donors Trust,

Inc.

52-2166327 Yes

Pa e 2 No

Statements About Activities (See instructions.)

During the year, has the organization attempted to influence national , state, or local legislation , including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid b. $ or incurred in connection with the lobbying activities (Must equal amounts on line 38 , Part VI-A, or line i of Part VI-B) Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other organizations checking ' Yes' must complete Part VI- B AND attach a statement giving a detailed description of the lobbying activities.

1

X

2

During the year, has the organization , either directly or indirectly , engaged in any of the following acts with any substantial contributors , trustees , directors , officers , creators , key employees, or members of their families , or with any taxable organization with which any such person is affiliated as an officer, director , trustee, majority owner , or principal beneficiary? (If the answer to any question is 'Yes,' attach a detailed statement explaining the transactions.)

a Sale, exchange, or leasing of property? b Lending of money or other extension of credit? c Furnishing of goods , services , or facilities? See Part V, d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? e Transfer of any part of its income or assets? 3a Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an explanation of how the organization determines that recipients qualify to receive payments) b Did the organization have a section 403(b) annuity plan for its employees? c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? If 'Yes,' attach a detailed statement d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services? 4a Did the organization maintain any donor advised funds? If 'Yes,' complete lines 4b through 4g If 'No,' complete lines 4f and 4g b Did the organization make any taxable distributions under section 49667 Form 990

2a

2b
2c 2d

2el
3a 3b X

X
X

3c 3d 4a X X

4bl 4cl
No. 110.

X X
73

C
Did the organization make a distribution to a donor, donor advisor, or related person? d Enter the total number of donor advised funds owned at the end of the tax year e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included on line 4d) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year BAA TEEAO4O2 12/27/07

8,359,799.

No.

0 0.

Schedule A (Form 990 or Form 990 -EZ) 2007

Schedule A (Form 990 or 990-EZ) 2007 Part IV

Donors Trust,

Inc.

52-2166327

Page 3

Reason for Non - Private Foundation Status (See Instructions.)

I certify that the organization is not a private foundation because it is- (Please check only ONE applicable box ) 5 6 7 8 9 u A church , convention of churches , or association of churches Section 170(b)(1)(A)(i). u A school Section 170(b)(1)(A)(ii). (Also complete Part V ) u A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii). u A federal, state, or local government or governmental unit Section 170(b)(1)(A)(v). u A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(iii) Enter the hospital's name, city, and state --------------------------------------------------------u An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv) (Also complete the Support Schedule in Part IV-A )

10

11a

An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A )

11 b u A community trust. Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.) 12 u An organization that normally receives : (1) more than 33-113° of its support from contributions , membership fees, and gross receipts from activities related to its charitable , etc, functions - subject to certain exceptions , and (2) no more than 33-1/3 % of its support from gross investment income and unrelated business taxable income ( less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.)

13

u
An organization that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the requirements of section 509 (a)(3). Check the box that describes the type of supporting organization: u Type I u Type III - Functionally Integrated u Type II u Type III-Other Provide the following information about the supported organizations. (See instructions ) (b) Employer identification number (EIN) (c) Type of organization (described in lines 5 through 12 above or IRC section) (d) Is the supported organization listed in the supporting organization's governing documents? Yes No (e) Amount of support

(a) Name(s) of supported organization (s)

Total 14 BAA u An organization organized and operated to test for public safety. Section 509(a)(4). (See instructions ) Schedule A (Form 990 or 990 -EZ) 2007

TEEA0407

12/27/07

Schedule A (Form 990 or 990 -EZ) 2007 Donors Trust, Inc. 52-2166327 Part IV-A Support Schedule (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method ofaccounting. Note : You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting Calendar year (or fiscal year beginning in) 15 Gifts , grants , and contributions received. (Do not include (a) 2 00 6 (b) 2 0 05 (c) 2 0 04 (d) 2003 (e) Total

Page 4

unusual g rants . _ See line 28
Membershi p fees received

4 , 866, 975.

2, 805, 881.

1, 585, 251.

1, 020, 852.

10, 278, 959.

16 17

Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's

charitable, etc, purpose
18 Gross income from interest, dividends, amts rec'd from payments on securities loans (sec. 512(a)(5)), rents, royalties, income from similar sources, and unrelated business taxable income (less sec 511 taxes ) from businesses acquired

501, 883.

432, 078.

342,052.

189, 383.

1, 465, 396.

by the organzation after June 30, 1975
19 20 Net income from unrelated business activities not included in line 18 Tax revenues levied for the organization ' s benefit and either paid to it or expended on its behalf The value of services or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the p ublic without charg e Other income Attach a schedule. Do not include gain or (loss) from sale of ca p ital assets

111,726.

45,954.

14,874.

7,851.

180,405.

21

22

23 Total of lines 15 throu h 22 24 Line 23 minus line 17 25 Enterl %ofline23
26

5, 480, 584. 4, 978, 701. 54,806.

3, 283, 913. 2, 851, 835. 32,839.

1, 942, 177. 1, 600, 125. 19,422.

1, 218, 086. 1, 028, 703. 12,1 81.
^ 26a

11, 924, 760. 10, 459, 364.
209 , 187 .

a Enter 2 % of amount in column (e), line 24 Organizations described on lines 10 or 11: b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization ) whose total gifts for 2003 through 2006 exceeded the amount shown in line 26a Do not file this list with your return . Enter the total of all these excess amounts c Total support for section 509(a)(1) test Enter line 24, column (e) 19 d Add : Amounts from column (e) for lines 18 180,405.

^ 26b 26c

3 , 2 6 6 , 570. 10, 459,364.

22 e Public support (line 26c minus line 26d total )
27

26b

3,266 ,570.

^ 26d 26e

3,446,975. 7,012,389.

f Public su pport percenta ge ine 26e (numerator) divided by line 26c (denominator)) ^ 26f 67.04 % Organizations described on line 12: a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person,' prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person ' Do not file this list with your return . Enter the sum of such amounts for each year (2004) (2005) (2003) (2006) ---------------------------------------------bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11 b, as well as individuals) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year(2006) ------------ (2005)------------ (2004)----------- (2003)------------15 16 c Add Amounts from column (e) for lines 21 ^ 27 c 17 20 and line 27b total ^ 27d d Add. Line 27a total e Public support (line 27c total minus line 27d total) 27e 27f f Total support for section 509(a)(2) test Enter amount from line 23, column (e) 27 g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) 27h h Investment income percenta ge V ine 18, column (e) (numerator) divided by line 27f (denominator))

% %

Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2003 through 2006, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return . Do not include these grants in line 15 TEEAo403 12/27/07 Schedule A (Form 990 or 990-EZ) 2007 BAA 28

Schedule A (Form 990 or 990-EZ) 2007 Doi Part V Private School Question

s Trust,

Inc.

52-2166327 N/A Yes

Page 5

(To be completed ONLY
29

re (See instructions.) schools that checked the box on line 6 in Part IV)

No

Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? If 'Yes,' please describe, if 'No,' please explain. (If you need more space, attach a separate statement.)

30

30

31

31

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------32 Does the organization maintain the following: a Records indicating the racial composition of the student body, faculty, and administrative staff? b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? d Copies of all material used by the organization or on its behalf to solicit contributions? If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement.) ----------------------------------------------------------------------------------------------------------------33 Does the organization discriminate by race in any way with respect to, a Students' rights or privileges? b Admissions policies? c Employment of faculty or administrative staff? d Scholarships or other financial assistance? e Educational policies? f Use of facilities? g Athletic programs? h Other extracurricular activities? If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement ) ------------------------------------------------------------------------------------------------------------------------------------------------------------------------34a Does the organization receive any financial aid or assistance from a governmental agency? b Has the organization ' s right to such aid ever been revoked or suspended? If you answered 'Yes' to either 34a or b , please explain using an attached statement 35 Does the organization certify that it has complied with the a pp licable requirements of sections 4 01 through 4 05 of Rev Proc 75-50, 1975-2 C B 587 , covering racial nondiscrimination? If 'No,' attach an explanation
TEEA0404 12/27/07

32 a 32b

32c 32d

33a 33 b 33 c 33 d 33 e 33f 33 33 h

34a
34b

BAA

35 or

Schedule A (Form 990 or 990 -EZ) 2007

Donors Trust,

Inc.

52-2166327

Pa g e 6

Part VI-A Lobbying Expenditures by Electing Public Charities (see instructions)
(To be completed ONLY by an a igible organization that filed Form 5768) Check ^ a fl if the organization belongs to an affiliated group Check ^ b N/A if you checked 'a' and 'limited control' provisions apply. Affiliated group totals 36 37 To be completed for all zatioi s or aniatio ns

Limits on Lobbying Expenditures
(The term 'expenditures' means amounts paid or incurred ) 36 37 39 40 41 Total lobbying expenditures to influence public opinion (grassroots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 38 and 39) Lobbying nontaxable amount. Enter the amount from the following table The lobbying nontaxable amount is If the amount on line 40 is 20% of the amount on line 40 Not over $500,000 Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 $1,000,000 Over $17,000,000 Grassroots nontaxable amount (enter 25% of line 41) Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38 Caution : If there is an amount on either line 43 or line 44, you must file Form 4720.

38 Total lobbying expenditures (add lines 36 and 37)

38
39 40

41

42 43 44

42 43 44

4 -Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below See the instructions for lines 45 through 50 ) Lobbying Expenditures During 4 -Year Averaging Period Calendar year (or fiscal year beginning in) ^ 45 46 47 Lobbying nontaxable (a) 2007 (b) 2006 (c) 2005 (d) 2004 (e) Total

amount
Lobbying ceiling amount (150% of line 45(e Total lobbying

0.

- 0.

ex p enditures 48 Grassroots nontaxable amount
49 50 Grassroots ceiling amount ( 150% of line 48(e )) Grassroots lobbying

0. 0.

0. 0.

ex p enditures

0.

0.

Part Vl- B

Lobbying Activity by Nonelectin g Public Charities
(Fo r rep orting only by organizations that did not complete Part VI-A) (See instructions ) Yes No Amount

During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of-

a Volunteers X b Paid staff or management (Include compensation in expenses reported on lines c through h.) X c Media advertisements X d Mailings to members, legislators, or the public X e Publications, or published or broadcast statements X f Grants to other organizations for lobbying purposes X g Direct contact with legislators, their staffs, government officials, or a legislative body X h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means X i Total lobbying expenditures (add lines c through h.) If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities. BAA Schedule A (Form 990 or 990-EZ) 2007
TEEAD405 12/27/07

Schedule A (Form 990 or 990- EZ) 2007

Donors Trust,

Inc.

52-2166327

Pa g e 7

Part VII
51

Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (See instructions)
Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501 (c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a nonchantable exempt organization of. Yes (i)Cash 51a (I) (i)Other assets a ii b Other transactions (i)Sales or exchanges of assets with a noncharitable exempt organization b i (ii)Purchases of assets from a noncharitable exempt organization b ii (iii)Rental of facilities, equipment, or other assets b pii (v) Reimbursement arrangements b (v (v)Loans or loan guarantees b v (vi)Performance of services or membership or fundraising solicitations b (vi ) c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c d If the answer to any of the above is 'Yes,' complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reportin organization. If the organization received less than fair market value in any transaction or sharing arrang ement, show in column d the value of the g oods, other assets, or services received

No X X X X X X X X X

(a)
Line no.

(b)
Amount involved

(c)
Name of noncharitable exempt organization

(d)
Description of transfers, transactions, and sharing arrangements

52a Is the organization directly or indirectly affiliated with , or related to , one or more tax - exempt organizations described in section 501 (c) of the Code (other than section 501 (c)(3)) or in section 527'

^ F] Yes XJ

No

BAA
TEEAD406 12/27/07

Schedule A (Form 990 or 990-EZ) 2007

Form 990 Line 8(A) and 8(B)
Statement Name Donors Trust,

Schedule of Gains and Losses from Sale of Assets Other than Inventory
11 Attach to return

2007

Inc.

Employer Identification Number 52-2166327

Part I, Line 8, Column (A) Public Securities

Securities

Description Publicly Traded Securities

Gross Sales Price 3,878,634. Cost Sellin g Ex p enses
Basis

Basis 3,812,479.
3 ,812,479.

Nonpublic Securities
Cost, other basis or FMV when donated (State which on top) --------------------- --------------- -------------

Description

Date Acquired and Method

Date Sold and to Whom ----------

Gross Sales Price

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

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

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

Total Securities Gain or (Loss ) from Sale of Securities

3,878,634.1

1

3, 812, 479. 66,155.

Part I, Line 8, Column (B)
Date Acquired and Method

Other Assets
Date Sold and to Whom Gross Sales Price Cost, other basis or FMV when donated Cost Depreciation Basis Donation FMV Cost Depreciation Basis Donation FMV Cost Depreciation Basis Donation FMV Cost Depreciation Basis Donation FMV

Description -- _ -------___________

----------- --------- ------------------___________ - ---------- --------- ------------------__ _ _ _ _ _____ - -- - ------- --------- ----------------------------- - - ------- - --------- ---------

Total Other Assets Gain or (Loss) from Sale of Other Assets
TEEW0201 SCR 09/21/07

Form 990 Part II, Line 25a
Name as Shown on Return

Compensation of Current Officers, Directors, Key Employees, Etc.

2007

Employer Identification No. 52-2166327

Compensation Chk If a Bus (A) Total (B) Program services 58,346. (C) Management and general 5,304. (D) Fundraising

Name

Whitney L Ball Kimberly 0 Dennis
James Piereson

106,083. 0.
0.

42,433.

Nathaniel C Moffat

0.

See Com pensation
Total Compensation Received 106,083. 58,346. 5,304. 42,433.

Contributions to Employee Benefit Plans & Deferred Compensation Plans Chk If a Bus (A) Total (B) Program services 18,237. (C) Management and general 1,658. (D) Fundraising

Name

Whitney L Ball Kimberly 0 Dennis
James Piereson

33,159. 0.
0.

13,264.

Nathaniel C Moffat See Em p loyee Benefit Plans

0. Def rred Com pensati n Plans

Total Contributions to
Employee Benefit Plans & Deferred Compensation Plans

33 ,159.

18,237.

1,658.

13,264.

Expense Account and Other Allowances Chk If a Bus (A) Total (B) Program services 0. 0.
0.

Name

(C) Management and general

(D) Fundraising

Whitney L Ball Kimberly 0 Dennis
James Piereson

Nathaniel C Moffat See Ex pense Account and Ott r A I wances Total Expense Account and Other Allowances Total to Part ll Line 25a
st990125a SCR 01/25/08

0.

0. 76,583. 6,962. 55,697.

139, 242.

Donors Trust, Inc.

52-2166327

Form 990, Page 5, Part V-A List of Officers , Directors, Trustees , & Key Employees Statement (A) (B) (C) (D) (E)

Name and address

Title and
average hours per week devoted to position

Compensation
(if not paid , enter -0-)

Contributions
to employee benefit plans and deferred compensation

Expense
account and other allowances

Business F] Person William J Hume c/o Donors Trust Person Business . ALL MAY BE REACHED C/O DONORSTRUST

EDirector 0.00

0.

0.

0.

Form 990. Part VI, Page 7, Line 90a States Filed In See Statement , Attached

Form 990, Page 1, Part I, Line 20 Other Changes in Net Assets or Fund Balances Description Unrealized loss on marketable securities Grants rescinded after audit Total Amount -44,633. -1,250. -45,883.

Foirm 990, Part II. Line 25a Compensation Compensation Chk if a Bus (A) Total (B) Program services 0.
0.

Name

(C) Management and general

(D) Fundraising

Daniel C Searle
William J Hume ALL MAY BE REACHED

Total

0.

Donors Trust, Inc.

52-2166327

2

Form 990, Part II, Line 25a Employee Benefit Plans & Deferred Compensation Plans Contributions to Employee Benefit Plans & Deferred Compensation Plans Chk if a Bus (A) Total (B) Program services 0. 0. (C) Management and general (D) Fundraising

Name

Daniel C Searle William J Hume
ALL MAY BE REACHED

Total

0.

Form 990, Part II. Line 25a

Expense Account and Other Allowances
Expense Account and Other Allowances Chk if a Bus (A) Total (B) Program services 0. 0. (C) Management and general (D) Fundraising

Name

Daniel C Searle William J Hume
ALL MAY BE REACHED

Total

0.

Form 990, Page 4, Part IV, Line 54a

Investments - Publicly-Traded Securities Statement
Cost or FMV FMV FMV FMV FMV FMV Beginning of Year 0. 0. 0. 0. 1,179,864. 1, 179, 864. End of Year 97,944. 4,640. 7,476. 7,594. 1,924,747. 2, 042, 401.

Description 15721.336 shrs KAUFX 164 shrs AMRMX 46 shrs SLB 86 shrs COP Publicly Traded Mutual Funds Total

Form 990, Page 4, Part IV, Line 54b Investments - Other Securities Statement Cost or FMV J FMV 1 Beginning of Year 0. 1 0. End of Year 1,000,000. 1,000,_000.

Description Auction Rate Securities Total

Donors Trust , Inc.

52 -2166327

3

Form 990 , Page 4, Part IV, Lines 55a & 55b Investments - Land , Buildings and Equipment Statement

(a)
Cost/Other Basis Office furniture & equipment Leasehold improvements Total 35,534. 18,695. 54,229.

(b)
Accumulated Depreciation 18,914. 351. 19,265.

(c)
Book Value

16,620. 18,344. 34,964.

Form 990 , Page 4, Part IV, Line 58

Other Assets Statement Beginning End of

Line 58 - Other Assets :
Deposits Total 1

of Year
1,875. E 1,875.

Year
3,699. 3,699.

Donors Trust, Inc.

52.2166327

4

Supporting Statement of: Form 990 p 1/Line la

Description
Contributions to donor advised funds Total

Amount
10,461,557. 10,461,557.

Supporting Statement of:
Form 990 p 1/Line lb

Description
General support Special programs Total

Amount
551,389. 1,175,500. 1, 726, 889.

Supporting Statement of:
Form 990 p 1/Line le - Cash

Description
Cash contributions Total

Amount
9,306,174. 9,306,174.

Supporting Statement of: Form 990 p 1/Line le - Noncash

Description
Marketable securities Total

Amount
2,882,272. 2,882,272.

Supporting Statement of:
Form 990 p 2/Line 22a column (A)

Description
Advised grants from donor advised funds See schedule of grantees, attached

Amount

5,501,198.

Donors Trust, Inc.

52-2166327 Continued

5

Supporting Statement of: Form 990 p 2/Line 22a column (A)

Description

Amount

Total

5,501,198.

Supporting Statement of:
Form 990 p 2/Line 22b Cash

Description
Cash grants, see schedule of grantees, attached Total

Amount

60,450. 60,450.

Supporting Statement of:
Form 990 p 3/Ln a-Grants & Allocations

Description
Cash grants Total

Amount
5,502,448. 5, 502, 448.

Supporting Statement of: Form 990 p 4/Line 53, column (A)

Description
Misc prepaid expenses Total

Amount
6,450. 6,450.

Supporting Statement of:
Form 990 p 5/Part IV-A, Line b(l)

Description
Net unrealized loss on securities Total

Amount
-44,633. -44,633.

Donors Trust, Inc.

52-2166327

6

Supporting Statement of: Form 990 p 5/Part V-A, Column (D)-1 Amount 17,659. 15,500. 33,159.

Description SEP plan contributions 403(b)(7) plan contribution Total

Supporting Statement of: Form 990 p 8/Line 100(D) Description Capital gain from sale of marketable secs Total Amount 66,155. 66,155.

Additional Information For Tax Return Donors Trust, Inc. 52-2166327

9 90_p 3: Exempt purr ose PART III, PRIMARY EXEMPT PURPOSE SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.

a-Accomshments-1 Form 9903: Line21 DESCRIPTION OF PROGRAM SERVICE ONE - DAF PROGRAM A DONOR ADVISED FUND (DAF) PROGRAM THAT ALLOWS CONTRIBUTORS TO THE DAF TO ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT.

Form 990 p 3: Line b - Accomplishments-1 DESCRIPTION OF PROGRAM SERVICE B - NEW PHILANTHROPY STUDIES (NPS) THE PROJECT FOR NEW PHILANTHROPY STUDIES IS A PROGRAM OF DONORSTRUST THAT ENGAGES AND ENCOURAGES SCHOLARS AND PRACTITIONERS SEEKING TO BETTER UNDERSTAND THE ROLE OF VOLUNTARY ACTION AND PHILANTHROPY IN ACHIEVING SOCIAL COOPERATION AND DISTRIBUTION OF PRIVATE AND PUBLIC GOODS.

Form 990p3: Line c - Accomplishments-1 DESCRIPTION OF PROGRAM SERVICE C - CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY (CCAP) THE CENTER FOR COLLEGE AFFORDABILITY AND PRODUCTIVITY IS A PROGRAM DESIGNED TO RESEARCH AND STUDY THE ECONOMICS OF HIGHER EDUCATION, IN PARTICULAR, ISSUES OF PRODUCTIVITY, EFFICIENCY, ACCOUNTABILITY, AND TRANSPARENCY.

Additional Information For Tax Return Donors Trust, Inc. 52-2166327

Form 9903: Line d - Accomplishments- 1 DESCRIPTION OF PROGRAM SERVICE D - PROJECT OF PERCEPTIONS OF AMERICANS ABROAD (PPAA) THE PROJECT OF PERCEPTIONS OF AMERICANS ABROAD IS A RESEARCH PROJECT WHICH AIMS TO COMPILE INFORMATION ABOUT PERCEPTIONS OF THE UNITED STATES, AS EXPRESSED AROUND THE WORLD IN PUBLIC OPINION SURVEYS, THE MASS MEDIA, AND IN INTERVIEWS SPECIALLY CONDUCTED FOR THIS PROJECT.

Form 990

3: Des c of Pram Services

DESCRIPTION OF PROGRAM SERVICE E. 1. - THE PROJECT ON FAIR REPRESENTATION (PFR) THE PROJECT ON FAIR REPRESENTATION WORKS TO EFFECT CHANGE IN LAW AND PUBLIC POLICY THROUGH A COMBINATION OF RESEARCH, LITIGATION, AND PUBLIC EDUCATION IN THE FOUR AREAS WHERE RACIAL DISCRIMINATION IS THE MOST ENTRENCHED: VOTING, EDUCATION, PUBLIC CONTRACTING, AND EMPLOYMENT. $60,375 E.2. - The Hollywood Project (HPP). The Hollywood Project aimed to advance liberty and virtue, in America and globally, by touching creative professionals at the fulcrum of world visual media: Hollywood. $44,518 E.3 - Government & Growth (G&G) Three major trends have the potential of dramatically affecting economic, political, and social outcomes over the next 50 years: retirement of the "baby boom" generation, the cost increase for medical services, and the tendency for per-capita growth in government spending to exceed output per capita. To provide greater understanding of these forces at work, the Government and Growth project took a new look at how government actions affect the economy and examined spending, taxation, and regulation within a framework of dynamic cost benefit analysis. A set of empirically-based analytical tools was developed to measure the true costs of government spending, taxation, and regulation and the consequent effects on economic growth. $123,500

Form 990p7: Line 90a-1

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

AK,AL,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,LA,MA,MD,ME,MI,MN, MO,MS,NC,ND,NH,NJ,NM,NY,OH,OK,OR,PA,RI, SC,TN,UT, VA, WA,WI,WV.

Additional Information For Tax Return Donors Trust, Inc. 52-2166327

Form 990_7: Line 90a-1 AK,AL,AZ,CA,CO,CT,DC,FL,GA,IL,KS,KY,LA, MA,MD ,ME,MI,MN, MO,MS ,NC,ND, NH,NJ ,NM,NY,OH,OK,OR,PA,RI, SC,TN,UT, VA, WA,WI,WV.

Donors Trust, Inc.

Form 990 - 2007 Grants Part II - Line 22a, Col (A) & (B)
Address 161 Ottawa NW, Suite 301 1050 17th Street, NW, Suite 520 1501 Lee Highway 3 Chevy Chase Circle 15333 North Pima Road, Suite 165 1660 L Street N.W., Suite 1000 1071 North Fulton Ave. 1011 First Avenue, Room 1350 2160 East Fry Blvd., #426 POBox 188350 1726 M Street NW, Suite 802 1150 Seventeenth Street, NW 2000 North 14th Street, Ste. 550 1 Battery Park Plaza, Floor 25 3105 Woodley Road, NW PO Box 37243 990 Main Street, Suite 303 1726 M Street, NW 10th Floor 1920 L Street NW, Suite 200 845 Meadow Lane N 640 N. LaSalle Street, # 390 155 East Superior Street 725 Park Avenue 919 Walnut Street 1645 Prince Street 2000 N. 14th Street, Suite 550 5020 Battery Lane 122 W. 14th Street, PMB 332 200 N. Glebe Road, Suite 200 1910 University Avenue 140 Commonwealth Avenue 4101 College Station 1325 W. Walnut Hill Lane 741 N Vermont Avenue PO Box 121 36 Prospect Street, Box 1844 875 Howard Street PO Box 931 100 Lake Hart Drive, Dept.2400 1513 16th Street, NW 2141 Division Street 1150 N First Street, Ste. 217 PO Box 327 1000 Massachusetts Avenue, NW 124 South West Street, #201 910 17th Street, NW, #1120 PO Box 2421 1250 24th Street, Swte350 4401 Wilshire Blvd., 4th FL PO Box 34507 1025 Connecticut Ave., Suite 1011 2009 14th Street N, Ste 410 PO Box 535 PO Box 152136 Grand Rapids Washington Arlington Chevy Chase Scottsdale Washington Fresno New York Sierra Vista Sacramento Washington Washington Arlington New York Washington Washington Fairfax Washington Washington Minneapolis Chicago Chicago New York Philadelphia Alexandria Arlington Bethesda Front Royal Arlington Boise Chestnut Hill Brunswick Irving Los Angeles Lincoln Providence San Francisco Camarillo Orlando Washington North St. Paul San Jose Grand Rapids Washington Alexandria Washington Spartanburg Washington Los Angeles Washington Washington Arlington Front Royal Tampa MI DC VA MD AZ DC CA NY AZ CA DC DC VA NY DC DC VA DC DC MN IL IL NY PA VA VA MD VA VA ID MA ME TX CA VA RI CA CA FL DC MN CA MI DC VA DC SC DC CA DC DC VA VA FI

EIN: 52-2166327

Grantee Acton Institute Africa Fighting Malaria Int., Inc. Air Force Association All Saints Episcopal Church Alliance Defense Fund Alliance for School Choice Alliance for the Separation of School & State, Inc. A A of the Sovereign Military Order of Malta American Border Patrol American Civil Rights Institute American Council of Trustees and Alumni American Enterprise Institute American Friends of IEA American Friends of the Hebrew University American Friends of the Institut Montaigne American Red Cross Amer for Limited Government Research Fnd Americans for Prosperity Foundation Americans for Tax Reform Foundation Animal Humane Society Annual Catholic Appeal Archdiocese of Chicago Asia Society Associated Services for the Blind, Inc. Association of American Educators Foundation Atlas Economic Research Foundation Bethesda Chevy Chase Rescue Squad Bible Literacy Project Bill of Rights Institute Boise State University BC - Cntr for Study of Constitutional Democracy Bowdoin College Boy Scouts of America Braille Institute of America Breakthrough, Inc. Brown University - Political Theory Project California Academy of Science California Public Policy Foundation Campus Crusade for Christ Capital Research Center Caring For Cats Catholic Foundation of Santa Clara County Catholic Secondary Schools of Grand Rapids Cato Institute Center for Competitive Politics Center for Education Reform Center for Independent Employees Center for Security Policy Center for the Study of Popular Culture Center for Union Facts Character Education Partnership, Inc. Charitable Horizons Foundation Christian Freedom International Christian Medical Foundation, International

Amount 49503 20036 22209 20815 85260 20036 93728 10022 85635-2794 95818 20036 20036 22201 10004-1405 20008 20013 22031 20036 20036 55422 60610-4356 60611 10021 19107 22314 22201 20814-2699 22630 22203 83725-1935 02467 040118432 75015-2079 90029 20160-0121 02912 94103 93011 32832 20036-1480 55109 95112 49501-0327 20001-5403 22314 20006 29304 20037 90010 20043 20036 22201 22630 33684 $ 22,450.00 25,000.00 100.00 20000 25000 1,000 00 500.00 2,619.00 5,000.00 1,250.00 20,100.00 10,500.00 60,000 00 3,000.00 10,000.00 1,000 00 1,000 00 10,000.00 5,000.00 500.00 500.00 10,000.00 2,500.00 500.00 2,000.00 37,500.00 100.00 3,000.00 10,250 00 15,000.00 100,000.00 500 00 850.00 250.00 100 00 50,000 00 12,000 00 1,250 00 2,200.00 4,000 00 500 00 2,000.00 1,000 00 40,500.00 1,000.00 1,000 00 9,900.00 1,000.00 1,000.00 26,000 00 1,000 00 138,000.00 35,000.00 100.00

Donors Trust, Inc.

Form 990 - 2007 Grants Part II - Line 22a, Col (A) & (B)
214 East Lincoln Avenue 1301 Connecticut Avenue, NW, Suite 400 1954 University Ave., Ste. 8 730 North Franklin Street, #404 150 East 10th Street 937 Foothill Boulevard, Suite E 394 Taugwonk Road 165 East 56th Street 560 5th Street, NW, Suite 110 1001 Connecticut Ave, NW, Suite 1250 1015 15th Street, NW, Suite 1100 204 N. El Camino Real 159 Sapsucker Woods Road 907 Maryland Avenue, NE PO Box 3915 1411 K Street, NW, Suite 601 12959 Jupiter Road, Suite 260 228 South Wabash, Suite 600 6108 Silsby Hall PO Box 970 4401 Wilshire Blvd., 4th FL PO Box 7173 1511 Third Avenue, Suite 808 1904 Franklin Street, Suite 517 PO Box 1305 470 N. Mollison Avenue 1599 Clifton Road NE 4th FL PO Box 518 3540 East Valley Parkway 2916 Sacramento Street 1 Briar Road PO Box 7111 14100 Crawford Street 1666 Connecticut Avenue, NW 593 Fairview Avenue N PO Box PO Box 2196 1745 Pennsylvania Ave., NW Ste. 230 PO Box 98048 800 W Texas Avenue 250 N.Water, Ste. 216 PO Box 2000 1510 Falcon Ledge Drive 662 Ferguson Road 8605 Explorer Drive 1528 Walnut Street, Suite 610 900 Broadway, Suite 602 30 South Broadway PO Box 1776 260 Russell Boulevard 10701 South Glen Road 12309 Briarbush Lane 555 12th Street, NW, Suite 770 22570 Markey Court, Suite 240 601 Pennsylvania Ave, NW, NB, #700 809 East 7th Street Mount Vernon Washington St. Paul Chicago Claremont Claremont Stonington New York Grand Rapids Washington Washington Encinitas Ithaca Washington Albuquerque Washington Dallas Chicago Hanover Harvey Los Angeles Davidson Seattle Oakland Alexandria El Cajon Atlanta Chickasha Escondido San Francisco Golf Little Rock Boys Town Washington St. Paul Washington Vista Washington Washington Midland Wichita Boys Ranch Austin Bozeman NY DC MN IL CA CA ct NY MI DC DC CA NY DC NM DC TX IL NH LA CA NC WA CA VA CA GA OK CA CA IL AR NE DC MN DC CA DC DC TX KS FL TX MT

EIN: 52-2166327

Church of St. Ursula Citizens Against Government Waste Citizens Council on Health Care Citizens United for Research in Epilepsy (CURE) Claremont Graduate University Claremont Institute Coast Guard Foundation Commentary, Inc Compass Film Academy Competitive Enterprise Institute Concerned Women for America Conners Cause for Children Cornell Laboratory of Ornithology Cornerstone Schools of Washington DC Cottonwood Gulch Foundation Council for National Policy Dallas Life, Inc Daniel Murphy Scholarship Foundation Dartmouth College, Trustees of Daughters of Charity Foundation (New Orleans) David Horowitz Freedom Center Davidson College, Trustees of Discovery Institute Diversity Alliance for a Sustainable America Donors Capital Fund Dream Weavers . Emory University Epworth United Methodist Church Escondido Humane Society Escuela Nueva International, Inc. Evans Scholars Foundation Family Life Ministries Father Flanagan's Boys' Home Federation for American Immigration Reform Feline Rescue, Inc. Fellowship Foundation, Inc. Fellowship of Christian Athletes Filipino Family Fund, Inc. US FINCA International, Inc First Presbyterian Church-Midland TX Flint Hills Center for Public Policy Florida Sheriffs Youth Ranches, Inc FLOW Fnd for Research on Econ & the Environ Focus on the Family Foreign Policy Research Institute Foundation for Cultural Review Foundation for Economic Education Foundation for Rational Economics & Education Foundation for Teaching Economics Fourth Presbyterian School Free Enterprise Education Institute, Inc. Free Enterprise Institute Freedom Alliance Freedom Works Foundation Friends of Animal Adoptions, Inc.

10550 20036 55104 60610 91711 91711 06378-9982 10022 49504 20036 20005 92024 14850-1999 20002 87190 20005 75238 60604 03755 70059 90010-3703 28035-7173 98101 94612 22313 92021 30322 73023 92027 94115 60029 72223 68010 20009 55104-1708 20026-3813 92085-2196 20006 20090 79701 67202 32064 78746-6104 59718 80920 19102 10003 10533-2529 77566 95616-3839 20854 20854 20004 20166-6919 20004 55106

3,000.00 100.00 500.00 4,00000 6,00000 5,350 00 100 00 11,000 00 100 00 105,250.00 100 00 5,000.00 1,000.00 5,000.00 250.00 1,000.00 10,000 00 250 00 50,000 00 5,000.00 5,500.00 5,000.00 49,500.00 11,755 30 573,906 05 10,000 00 25,000.00 10,000.00 140.00 55,000 00 5,000 00 5,200 00 100.00 250 00 50000 50,000 00 2,50000 100.00 1,000.00 10,000.00 4,50000 1,000 00 5,000.00 100.00 25,200 00 15,000 00 14,000.00 2,200 00 250 00 5,000 00 35,000 00 50,000 00 1,500.00 1,00000 1,000.00 500.00

Colorado Springs CO Philadelphia PA New York NY Irvington-on-Hud sc NY Lake Jackson TX Davis Potomac Potomac Washington Dulles Washington St. Paul CA MD MD DC VA DC MN

'

Donors Trust, Inc.

Form 990 - 2007 Grants Part II - Line 22a, Col (A) & (B)
PO Box 2685 PO Box 5570 1706 New Hampshire Ave, NW, Ste. 400 11350 Random Hills Road, Suite 800 5000 Forbes Avenue PO Box 155101 3301 North Fairfax Drive, MS 1G3 500 E. Coronado Road 2510-G Las Posas Road, #502 365 Fifth Avenue, Room 9113 1314 S. King Street, #1163 1055 St Charles Avenue, #100 938 LaFayette Street, Suite 206 8001 Forbes Place, Suite 102 PO Box 15052 1653 Marton Road 6616 Haycock Road 19 South LaSalle Street, Suite 903 214 Massachusetts Avenue, NE 745 Fort Street, Suite 311 3821 University Blvd. 33 East College PO Box 737, Planetarium Station 730 North Wabash Avenue 434 Galev Mall 2415 12th Avenue South 10625 Scripts Ranch Blvd. Ste. F 590 Fir Street 1015 15th Street, NW, Sixth Floor Suite 600 350 5th Avenue, Suite 809 190 South LaSalle St, Ste. 2130 1666 Connecticut Avenue, NW, #402 PO Box 7900 6219 Olympia PO Box 14477 1875 Eye Street, NW, Ste. 500 3301 North Fairfax Drive, Suite 440 901 N. Glebe Road, Suite 900 1660 S. Stemmons Freeway, Suite 475 1329 Shepard Drive 6415 Woodlawn Avenue 1521 16th Street, NW 1023 15th Street, NW Ste. 601 3901 Centerville Road, PO Box 4431 1426 9th Street, NW PO Box 58147 214 Massachusetts Avenue, NE 836-B Southampton Road, #299 One Intrepid Square PO Box 46 10-25 41st Avenue PO Box 37460 154 W 127th Street 60 Haight Street 501 School Street, SW, Suite 725 Covina Helena Washington Fairfax Pittsburgh Fort Worth Arlington Phoenix Camarillo New York Honolulu New Orleans New Orleans Springfield New Orleans Windsor Falls Church Chicago Washington Honolulu Dallas Hillsdale New York Chicago Stanford Nashville San Diego San Diego Washington New York Chicago Washington Atlanta Houston Washington Washington Arlington Arlington Lewisville Sterling Chicago Washington Washington Wilmington Washington Washington Washington Benicia New York Notre Dame Long Island City Tallahassee New York San Francisco Washington CA MT DC VA PA TX VA AZ CA NY HI LA LA VA LA VT VA IL DC HI TX MI NY IL CA TN CA CA DC NY IL DC GA TX DC DC VA VA TX VA IL DC DC DE DC DC DC CA NY IN NY FL NY CA DC

EIN: 52-2166327

Friends of the Border Patrol Fully Informed Jury Association Fund for American Studies Future of Freedom Foundation Galliot Center-Camegie Mellon Univ Gateways Beyond GMU Foundation (Law & Econ Center) Goldwater Institute Good News Communications Graduate Center Foundation, Inc. (CUNY) Grassroot Institute of Hawaii Greater New Orleans Foundation Greater New Orleans Youth Orchestra Gun Owners Foundation Habitat for Humanity - New Orleans Area Hanover Institute Haycock Elementary School PTA Heartland Institute Heritage Foundation HI Society of the Sons of the American Revolution Highland Park Presbyterian Church Hillsdale College Himalayan Healthcare, Inc. Holy Name Cathedral Hoover Institution-Stanford University Hope Fellowship Horizon Christian Fellowship Horizon Christian Fellowship Park Chapel Hudson Institute Human Rights Foundation Illinois Policy Institute Immigration Reform Law Institute In Touch Ministries Institute for Energy Research Institute for Global Engagement Institute for Health Freedom Institute for Humane Studies Institute for Justice Institute for Policy Innovation Institute for Youth Development Institute of Christ the King Sovereign Priest Institute of World Politics Institute on Religion & Democracy Intercollegiate Studies Institute Interfaith Conf of Metropolitan Washington DC International Justice Mission International Policy Network US, Inc. International Society for Individual Liberty Intrepid Fallen Heros Fund Irish Rover, Inc Jacob A. Riis Neighborhood Settlement James Madison Institute for Public Policy Jazzmobile, Inc. Jews For Jesus Judicial Watch

91722 59604-5570 20009 22030 15213-3890 76155 22201-8028 85004 93010 10016-4309 96814 70130 70113 22151 70175 05089-9595 22043 60603-4111 20002-4999 96813-3803 75205-1781 49242 10024 60611 94305-6010 37212 92131 92101 20005 10118 60603 20009 30357 77057-9527 20044 20006 22201-4432 22203 75067 20164 60637 20036 20005 19087-1938 2001-3330 20037-8147 20002 9451010036 46556 11101 32315-7460 10027-3722 94102-5895 20024

1,000.00 1,000.00 8,750.00 1,350.00 1,00000 1,000 00 18,000 00 200.00 10,000.00 5,000.00 100.00 10,000 00 3,500.00 25000 12,000.00 149,250.00 50000 50000 28,250 00 10,000.00 35,000 00 1,500 00 4,000.00 1,00000 1,00000 350.00 100,000.00 10,000 00 10,000 00 100.00 5,000.00 125,000.00 200.00 65,000.00 75,000.00 500.00 10,550.00 16,600.00 1,000.00 10,000.00 6,500.00 3,000.00 420,000.00 2,000.00 100.00 250.00 15,000.00 250.00 5,000.00 2,500.00 2,500.00 6,000.00 5,000.00 200.00 10,000.00

Donors Trust, Inc.

Form 990 - 2007 Grants Part II - Line 22a, Col (A) & (B)
14050 1st Ave., NE 19415 Deerfield Ave., Suite 312 PO Box 114 1101 North Highland Street PO Box 1181 PO Box 600533 1000 East Maple Avenue 485 East Bay Street 518 West Magnolia Avenue 12107 Wintergreens Drive, # 2 140 West Main Street, PO Box 568 52 Vanderbilt Avenue Seattle Leesburg Farmington Arlington Port Townsend San Diego Mundelein Charleston Auburn Lakeside Midland New York Washington Cambridge Maxwell Alexandria New York Arlington Dallas Philadelphia Indianapolis Minneapolis Poway Lakewood New York Washington Mount Vernon Bellingham Nebraska City Princeton Dallas New York New York Washington Falls Church Waunakee New York Springfield Alexandria Washington Weston Annapolis Washington Laguna Beach New Orleans New Orleans New Orleans Ocenaside New York New York New York Arlington WA VA MN VA WA CA IL SC AL CA Ml NY DC MA IA VA NY VA TX PA IN MN CA CO NY DC VA WA NE NJ TX NY NY DC VA WI NY VA VA DC CT MD DC CA LA LA LA CA NY NY NY VA

EIN: 52-2166327

Lakeside School Landmark Legal Foundation Last Hope, Inc. Leadership Institute Liberty Foundation Life Perspectives Liturgical Institute (Archdiocese of Chicago) Lowcountry Open Land Trust Ludwig Von Mises Institute Luv-Em-Up Ministries Mackinac Center for Public Policy Manhattan Institute for Policy Research

98125 20176 55024 22201 98368 92160 60060 29403 36832-4528 92040 48640-0568 10017 20013 02139 50161 22314 10021 22201-4433 75212 19102 46282-0004 55404 92064 80227 10013 20007 22121 98228-1690 68410 05842-3215 75251-1339 10022 10012 20001 22046 53597 10016 22151-2125 22314-3032 20506 06883 21402 20008 92652-1018 70115 70119 70119 92054 10021 10024 10003 22209 80126 95834 16506-6913 90017

250 00 100.00 750.00 113,418.00 250.00 50,000.00 10,000.00 100.00 5,000.00 6,000.00 500.00 29,500 00 500 00 10,000.00 1,000.00 2,700.00 1,000 00 9,500 00 5,000.00 6,000.00 5,000 00 250.00 2,740.00 5,250 00 5,100.00 6,000.00 5,000.00 5,000.00 250.00 500.00 5,650.00 1,000 00 10,000.00 1,00000 5,000.00 250.00 1,000.00 1,000.00 503,250 00 10,000.00 5,000.00 100.00 103,000 00 1,100.00 7,000.00 10,000.00 4,000.00 50,000.00 100.00 20,000.00 100,000 00 196,750.00 5,000.00 250.00 500.00 1,000.00

Capitol Hill, PO Box 77492 Marijuana Policy Project Foundation Massachusetts General Hospital - AIDS Research Ce University Park, 65 Landsdowne St, Rm 419 501 2nd Street Maxwell United Methodist Church Media Research Center Memorial Sloan-Kettering Cancer Center Mercatus Center, GMU Mercy Street, Inc. Middle East Forum Milton and Rose D Friedman Foundation Minneapolis College of Art and Design Moms In Touch International, Inc. Mountain States Legal Foundation Moving Picture Institute Mt. Vernon Campus GWU - Elizabeth Somers Cntr Mt. Vernon Ladies Association of the Union Music For Life Institute National Arbor Day Foundation National Association of Scholars National Center for Policy Analysis National Committee on American Foreign Policy National Dance Institute National Immigration Forum National Legal & Policy Center National Motorists Association Foundation, Inc. National Review Institute National Right to Work Legal Def & Edu. Fdn. National Taxpayers Union Foundation National Trust for the Humanities Nature Conservancy-CT Chapter Naval Institute Foundation, Inc. New Atlantic Initiative New Life Ministries New Orleans Jazz Orchestra, Inc. New Orleans Neighborhood Development Fnd New Schools of New Orleans, Inc New Song Church of North County New York City Police Foundation New York Historical Society New York University NumbersUSA Oasis Network Pacific Legal Foundation Palmer R Chitester Fund Parents Television Council 325 S. Patrick Street 1275 York Avenue 3301 North Fairfax Drive, Suite 450 3801 Holystone 1500 Walnut Street, Ste. 1050 One American Square, Suite 1750, Box 82078 2501 Stevens Ave. S 13939 Poway Road 2596 South Lewis Way 375 Greenwich Street GWU - 2100 Foxhall Road PO Box 110 PO Box 29690 100 Arbor Avenue 221 Witherspoon Street, Second Floor 12770 Coit Road, Suite 800 320 Park Avenue, 8th FL 594 Broadway, Room 805 50 F Street, NW, #300 107 Park Washington Court 402 West 2nd Street 215 Lexington Avenue 8001 Braddock Road, Ste. 500 108 North Alfred Street C/O NEH, 1100 PA Ave., NW, Ste 503 PO Box 1162 291 Wood Road 3105 Woodley Road, NW PO Box 1018 PO Box 15468 3801 Canal Street, Suite 329 3034 Ursulines Avenue 3985 Mission Avenue 345 Park Avenue 170 Central Park West 726 Broadway, 2nd FL 1601 North Kent Street, Suite 1100 9643 Kalamere Court 3900 Lennane Drive, Suite 200 2002 Filmore Avenue, Suite 1 707 Wilshire Blvd, Suite 2075

Highlands Ranch CO Sacramento CA Erie Los Angeles PA CA

Donors Trust, Inc.

Form 990 - 2007 Grants Part II - Line 22a, Col (A) & (B)
305 7th Avenue 2048 Analysis Drive, Suite A PO Box 19105 PO Box 118 11620 Rutan Circle 1150 17th Street, NW, Suite 503 3020 Children's Way, MC 5005 PO Box 433 3415 South Sepulveda Boulevard, Ste. 400 1230 York Avenue 12730 Twinbrook Parkway, #200 5641 Medical Center Drive PO Box 970219 PO Box 131240 PO Box 3000 915 Broadway, Ste. 110 1201 Sams Avenue 6225 Brandon Avenue, Ste 400 8804 Post Oak Road PO Box 876 4052 S. Walbash Avenue 6423 S. Woodlawn 308 Locust Street 475 Old Post Road 219 Woodward Avenue 1449 Wilcox Park Drive, SE 6255 Arlington Blvd. 15 W. South Temple Street, Suite 1600 2001 L Street, NW, Suite 1050 PO Box 120444 PO Box 121331 900 Congress Avenue, Suite 400 3537 Zeneth Ave , South 293 Benedict Avenue 675 Intercultural Center, 37th and 0 St. 525 Grand Avenue 262 Leonard Street, NW, Ste. 2 3250 Public Policy Building Box 451006 3211 Irving Blvd 2475 Canal Street 520 Park Hall (North Campus) 1800 Grant Street, Suite 800 300 College Park 447 Hoffman Hall 5754 North Stevens Hall, Rm 229 1 University Station, C41 00 75-5851 Kuakini Hwy., #256 Dept. of Politics; PO Box 400787 232 Cabell Hall, PO Box 400787 1747 Pennsylvania Ave. NW, Suite 1050 2111 Wilson Blvd., Suite 1200 PO Box 7065 83 Silver Hill Road 2925 Professional Place, Ste. 201 7600 Flower Avenue New York Bozeman Minneapolis Peterborough Jerome Washington San Diego Prior Lake Los Angeles New York Rockville Dallas Dallas Roseville Boone Albany New Orleans Springfield Potomac Ithaca Chicago Chicago Wapella Bedford Kalamazoo Grand Rapids Richmond Salt Lake City Washington St Paul Nashville Austin Minneapolis Tarrytown Washington Spring Valley Grand Rapids Los Angeles Las Vegas Dallas New Orleans Buffalo Denver Dayton Houston Orono Austin Kailus-Kona Charlottesville Charlottesville Washington Arlington Arlington NY MT MN NH MI DC CA MN CA NY MD TX TX MN NC NY LA VA MD NY IL IL IL NY MI MI CA UT DC MN TN TX MN NY DC CA MI CA NV TX LA NY CO OH TX ME TX HI VA VA DC VA VA

EIN: 52-2166327

• Partnership for the Homeless PERC Pet Haven, Inc of MN Peterborough Players, Inc Philadelphia Society Philanthropy Roundtable Rady Children's Hospital Rainbow Animal Rescue Reason Foundation Rockefeller University Rockville Pregnancy Center & Medical Clinic Ronald McDonald House of Dallas, Inc. Salvation Army-Dallas Salvation Army-Roseville, MN Samaritan's Purse School Performance, Inc. 2nd Harvest Food Bank of Greater New Orleans SemperComm Foundation St Andrews Episcopal School St. Anthony Hall St. Elizabeth School St. Martin de Porres House of Hope St. Patrick's Catholic Church St Patrick's School St. Philip Neri House St Thomas the Apostle Catholic Church State Policy Network Sutherland Institute Tax Foundation Taxpayers League Foundation Tennessee Center for Policy Research Texas Public Policy Foundation The Bakken The Hackley School Tocqueville Forum - Roots of A.D. at GU Training Center Ephesians 4 11 16 Trinitas Classical School UCLA Foundation UNLV Foundation Union Gospel Mission Unity of Greater New Orleans University at Buffalo Foundation (SUNY) Univ of Colorado - Center for Western Civilization University of Dayton/Gallagher University of Houston University of Maine University of Texas - Austin University of the Nations University of Virginia Foundation Univ of Virginia Foundation - WW Dept of Politics US English Foundation USO Values Through Media Visions of a Better World Foundation Waterstone WGTS FM 91.9

10001 59718 55419 03458 49249-9530 20036 92123-4282 55372 90034-6014 10021 20852-1748 75235 75397-0219 55113 28607 12207 70123 22150-2519 20854 14851 60653 60637 61777 10506 49007 49506 94805 84101-1532 20036 55112 37212 78701 55416 10591 20057 91977 49504 90095-1656 75247 70119 14260 80203 45469 77204-3011 04469-5754 78712 96740-2199 22904-4787 22904 20006 22201 22207 01776 80904-8136 20912

2,000.00 1,500.00 500.00 100 00 100.00 7,600 00 50,000.00 500.00 4,250.00 10,000.00 100 00 5,000 00 5,000.00 250.00 10,000.00 175,000.00 12,000.00 1,000.00 1,000.00 200.00 500.00 500.00 2,000.00 1,500.00 75000 300 00 3,000 00 187,500.00 4,00000 500.00 6,000.00 2,500.00 1,000.00 28,000.00 150,000.00 10,000.00 1,000.00 15,000.00 15,000 00 10,000 00 10,000.00 15,000.00 50,000 00 2,000.00 15,000 00 15,000.00 100,000 00 10,000 00 50,000 00 15,000.00 25000 60000 4,000.00 10,000 00 24,869 60 200.00

Sudbury MA Colorado Springs CO Takoma Park MD

Donors Trust, Inc. 4

Form 990 - 2007 Grants Part I1- Line 22a, Col (A) & (B)
PO Box 487 PO Box 758517 110 Elden Street, Suite A WI KS VA

EIN: 52-2166327

• Wisconsin Policy Research Institute Wounded Warrior Project, Inc. Young America's Foundation

Thiensville Topeka Herndon

53092 66675-8517 20170-4809

25,000 00 2,000.00 2,100.00 $ 5,501,197 95

Total grants advised and approved from donor advised funds

Donors Trust, Inc. '
Grantee Acton Institute American Enterprise Institute Americans for Prosperity Foundation Atlas Economic Research Foundation Competitive Enterprise Institute Fund for American Studies Heritage Foundation Institute for Justice Manhattan Institute for Policy Research Media Research Center National Right to Work Legal Def. & Edu. Fdn. National Taxpayers Union Foundation Philanthropy Roundtable Reason in DC State Policy Network

Form 990 - 2007 Grants Part II - Line 22b, Col (A) & (B)
Add ress 161 Ottawa NW, Suite 301 1150 Seventeenth Street, NW 1726 M Street, NW 10th Floor 2000 N. 14th Street, Suite 550 1001 Connecticut Ave, NW, Suite 1250 1706 New Hampshire Ave., NW, Ste 400 214 Massachusetts Avenue, NE 901 N. Glebe Road, Suite 900 52 Vanderbilt Avenue 325 S. Patrick Street 8001 Braddock Road, Ste. 500 108 North Alfred Street 1150 17th Street, NW, Suite 503 3415 S Sepulveda Blvd Ste 400 6255 Arlington Blvd. Total grants Grand Rapids Washington Washington Arlington Washington Washington Washington Arlington New York Alexandria Springfield Alexandria Washington Los Angeles Richmond MI DC DC VA DC DC DC VA NY VA VA VA DC CA CA

EIN: 52-2166327

Amount 49503 20036 20036 22201 20036 20009 20002-4999 22203 10017 22314 22151-2125 22314-3032 20036 90034 94805 $ 5,000.00 5,000.00 500.00 5,000.00 5,000 00 5,000.00 5,000.00 5,000.00 5,000.00 5,000 00 2,500.00 1,000.00 5,950.00 2,50000 3,000 00 60,450.00

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