som990 Return of Organization Exempt From Income Tax eee 7) ers Treasury peers intemal Revene Service i For the 2019 calendar year, or tax year beg » Do not enter social security numbers on this form as it may be made public. » Go to www.irs.gov/Form990 for instructions and the latest information. 07-01-2019 73-35-2019 B check'f applicable: [MPa eee Roxtion D Employer identification number address chanae 7 name change 1D tnt return Doing Bosman 5 ‘and ending 23-7327730 Ft exerted amended retum | ~Wunber and strest (or 7.0, bax Wal nat delvered wo RTE ROSTER E Telephone number 1D Appkeation pending (202) 546-4400 Cyr tou, Sate 6 province, county, and ZIP ar Tareigh postal code WastiNGTON, Dc 20002 G Gros recipts§ 132,836,267 Fore and aldrers of pmcpaloficer Wea) Is tis a group return for kay COLES Javles ° Ove: @ 214 MASSACHUSETTS AVE NE eae Nes Sexe WASHINGTON, D¢ 20002 Hep) Areal subordinates Over Cho 1 Teroemar sus: FF soos) O sou ( y4tinserno) Cl aoartantyor O sar If No," attach alt. (se instructions) J Website:> WWWHERITAGEORG —~S~SCSC*~*~*~C~S*S*S*S*S*SY CK) Group exemption number Be Krom of eaanzatons FZ comoraton CI trst CO) assocavon CI other ® on oman S| Sas eae cero Summary * FO FORMIULATE AND PROMOTE CONSENVATIVE PUBLIC POLICES BASED ON THE PRINCIPLES OF =REE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE 2. Check this box » Lit the organization discontinued its operations or disposed of more than 25% ofits net assets 3. Number of vating members of the governing body (Part VI line 1a) + + 3 21 4 Number of independent veting members of the governing body (Part VI, ne 1B) =... 4 18 5 Total numberof individuals employed in calendar year 2019 (Pat, ine 2a) 5 526 6 Total number of volunteers (estimate if necessary) © +s ee ewe 6 30 7a Total unrelated business revenue from Part Vil, column (C)yline 12 + ee eee 7a ° b Net unrelated business taxable income fom Form 990°, line 39 vs + +s 7 7 ° Prior Year Current Year | & Contributions and grants (PartVIlyine th) © ee eve 75,564 34 716,952,005 Z| 9 Program service revenue (PartVilyine 25) + + + + ewe 537,305 563,665, E | 10: trvestment income (Pat Vil, columa (A), lines 3,4, nd74) 6 6s 3.395,020 3,563,711 41 Other revenue (Part Vil, column (A), lines 5, 6d, 8c, 9c, 10c, and 86) 360,210 443,020 42 Total revenue—add lines 6 through 11 (must equal Par Vil, column (A), line 12) 37,056,876 T2z861 202 43 Grants and sirilar amounts paid (Par TK, column (A), nes 1-3). 37.835 710737 44 Benefits paid to or for members (PartX, column (A), tine 4) «+ es | 3 4g. |15 Salaries, other compensation, employee benefts (Part IX, column (A), lines 5-10) 37,856,772 30362575 $ | 6a Professional fundrsising fees (Part IK, column (A), line te) 6 + we 2,186,335 2,408,034 B |b rea: tuerasing exoenses Part X, eu (0), ne 25) 33.87.53 4 |17 other expenses (Part X, column (A), lines 118-114, 127-248) « 5 39,815,398 36,991,424 48 Total expenses. Add lines 13-17 (must equal Parti, column (A), ine 25) 73,926,160 77,572,750 19 Revenue less expenses. Subiractline 18fromline 12 «+ «+ + + 1,128,696 34,886,452 z Beainning of Carrere Year] End of Year 3 sinning Ba [20 Total assets (Part, line 16) 6. ee 294,687,214] 365,763,648 Sq [24 votarnavites (Panxtne26) 73 060,144 $4.267.015 Za | 22 Net assets or fund balances. Subtract line 21 fromline 20. + + + 250,625,079] 321,496,833 Signature Block Under penaities of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belie, it true, correct, and complete, Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge, be 2020-07.29 ean Signature oF ac Date Here ye COLES JAMES PRESIDENT ype or pant name and bile ; FanTT ype BrepSTeTS Tae Preparers signature Date cea Os [Bonn Paid self-employed Preparer |Fienane > RSHUSLP Firms EIN ® 42-0714305 Use Only | Frnsaddress 3801 WASHINGTONTAN BLVD STE 500 Phone no. (301) 236-3600 GAITHERSBURG, Mo 20878 May the IRS discuss this return with the preparer shown above? (see instructions). - + _ Mives no For Paperwork Reduction Act Notice, see the separate instructions. Tat. No. 112827 Form 990 (2015)Form 990 (2029) Page 2 ‘Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any tine inthis Part» 1 Brey describe the organization mission TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE, 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-E2? eT oe . . Dyes If "Yes," describe these new services on Schedule 0. 32. Did the organization cease conducting, or make significant changes in how it conducts, any program services? 6 Oves If "Yes, describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its Section 501(c)(3) and 501(c)(4) organizations are required to report the aout expenses, and revenue, f any, for each program service reported: ree largest program services, as measured by expenses. of grants and allocations to others, the total 4a (Code )Bpenses § 27,708,470 including rants oF 8 25,000) (Revenue € ‘See Additional Osta 4b (Code Vxpeneas # 25/653/825 _incuding rants of 750,000 ) (Revenue S 361,668) ae (Coe expenses # 9,126,709 Including grants oF 35,737 ) (Revenues “4d_ Other program services (Describe in Schedule 0.) (Expenses $ including grants of $ } (Revenue $ ) “de__Total program service expenses > 62,487,002 EEForm 990 (2029) Page 3 Checklist of Required Schedules Yes | No 1. Is the organization described in section 504(c)(2) or 4947(a)() (other than a private foundation)? If "Yes," complete Yee Schedule & 2) : Dee ea 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 [ve 3 Did the organization engage indirect or indirect potical campaign activities on behalf of or in opposition to candidates Ne for pubic office? If Yes," complete Schedule C, Part!) 3 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? IF Yes,” complete Schedule C, Part lle 5 Is the organization a section 501(¢)(4), 502(c)(5), or 501(c)(6) organization that receives membership dues, assesses, orsmiar amounts a8 defined in Revere Procedure 96-197 IF "Yes, complete Schecule c Parti 3. . |g Ne 6 id the organization maintain any donor advised funds or any similar funds or accounts far which donors have the right to provide advice onthe dietibution or investment of amounts in such funds or accounts? If "Yes," complete Schedule DPatls tv en ye ye te ee ee 6 No 7D the organization receive or hold a conservation easement, including easements to preserve open space, N the environment, historic land areas, or historic structures? If Yes,” complete Schedule D, Port I 7 © 8 Did the organization maintain gllections of works of at, historical treasures, or other similar assets? If “Yes 8 No complete Schedule D, Par it 9 Did the organization report an amount in Pat X; ine 21 fr escrow or custoial account lability; serve as a custodian for amounts not lated in Por X; or provide rect counseling, debt management, credit repair, or debt negotiation ‘ services? If Yes," compete Schedule O, Part v 3 ° e 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, | 20 | Yes permanent endowments, or quasi endowments? Ife,” complete Schedule D, PatV. « - 11. Ifthe organization's answer to any ofthe folowing questions is “Yes,” then complete Schedule D, Parts VI, VIL, VIII, 1x, or X as applicable 2 id the organization report an amount fr land, buildings, and equipment in PartX, line 0? ZF Yes," complete y Schedule D, PartVi. 9) ot ee ata Yes bid the organization report an amount for investments—sther securities in Part, line 12 that is 5% or more of is ttal . assats reported in Part X, line 167 If "es," complete Schedule D, Par vil) aap] Yes Did the organization report an amount for investments—program related in Park ine 23 that is 5% or more of is N total assets reported In Part X, ine 16? If "Yes," complete Schedule D, Part Vil De 116 Z 4. Did the organization report an amount fo other ascets in Part X ine 5 that e 5% or more of ts total assets reported N in Par X ne 167 IF Yes,” complete Schedule 0, Pat 3) ve 11d ei © Dd the organization report an amount for other lables in Part X, ine 25? Yes," complete Schedule 0, Pax To | ya, f id the organization's separate or consolidated financial staternent forthe tax year include a footnote that aderesseg the organizations liality for uncersin tax positions under FIN 48 (ASC 740)? IF "Yes," complete Schedule D, Pan x ‘| 116 | Yes 12a Did the organization obtain separate, independent audlted financial statements forthe tax year? iF Yes," complete Schedule D, Parts Xtand XI) vet ys tv tt wth wt tt sr ae [aza| Yes Was the organization incluced in consolidates, independent audited francial statements forthe tax year? ab No If "Ves," and ifthe organization answered "No" fo ine 12a, then completing Schedule D, Parts X1 and Xie optional %i 13 _ Is the organization a school described in section 170(b)(1)(A)(II)? If "Yes," complete Schedule E 3 No 14a Did the organization maintain an office, employees, or agents outside of the United States? fae 140 No bid the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, Business Investment. and program service actives cuts tne United States, or aggregate forelgn investments, | 4h valued at $100,000 or more? if "Yes," complete Schedule F, Parts I and IV . . 7 15 id the organization report on PartX, column (A) in 3, more than $5,000 of grant or other assistance to or for any foreign organization? if “Yes,” complete Schedule F, Parts II and IV y 15 No 16 Did the organization report on PartX, colurnn (A), ine 3, more than $5,000 of agoregate grants or other assistance to or for foreign individuals? If"Yes," complete Schedule F, Parts Il and IV « 2 16 No 17. Did the organization report a total of more than $15,000 of expenses for professional fundraising services on PartIX, [ay | Ves Cclumn (A), lines 6 and 13e? If Yes," complete Schedule G, Prt iisee instructions) 18 Did the organization report more than $25,000 total of fundraising event gross income and contributions on Pat Vil, lines Le and 83? 1f"Yes,” compete Schedule G, Patil « Dee 18 No 19 Did the organization report more than $15,000 of gross income from gaming activites on Part Vl, ine 9a? If "Yes complete Schedule G, Part il! . 39 No 20a Did the organization operate one or more hospital faites? 17 "Ves," complete Schedule H oom iS bb Fes" to ine 20a, cid the organization attach a copy ofits audited financial statements to this return? . 9 ey 20 21 Did the organization report more than $5,000 of grants or ater assistance to any domestic organization or dgmestc [nq | Yeo government on Part IX, column (A), line 1? IF "Yes," complete Schedule I, Parts TandI . . + + + so oo0 OTe)Form 990 (2029) Page 4 Checklist of Required Schedules (continued) Yes | No 22 Did the organization report mare than $5,000 of grants or other assatance too for domestic individuals on Panix, [a3 | column (A), line 2? If "Yes," complete Schedule I, Parts I and HI « es 23. Di the organization answer "Yes" to Part Vl, Section A, line 3, 4, or S about compensation ofthe organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete 23 | Yes Schedule) « vee ne a : 24a Did the organization have a tax-exempt bond issue wth an outstanding prinspal amount of rnere than $00,000 as of the last day ofthe year, that was issued after December 31, 20027 If Yes,- answer lines 24D trough Sad and complete Schedule K. If "No," go to line 25a . rs noe . 24a No bid the organization invest any proceeds of taxcexempt bonds beyond a temporary period exception? a € Did the organization maintain an escrow account other than a refunding escrow at any time during the year fo defense any tax-exernt bonds? 24e 4. Did the organization act as an “on behalf of iasuer for bonds outstanding at any time during the yea?» . [aaa 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit, transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part *) neal rs b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in prior year, and that the transaction has not been reported on any of te organizations prior Forms 990 or 990-€2? If "Yes," complete | 25b No Schedule L, Part! woe ae se woe . a) 26. Did the organization eeprt any amount on Pat X, line Sor 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator of founder, substantial contributor, or 35% controled entity or family | 26 5 member of any of these persons? If Yes," complete Schedule L, Pars yt vy vt es 27° Did the organization provide a grant or other assistance to any current or former offcer, director, trustee, key trnployee, creator or founder, substantial contibutr, or employes thereof, a grant selection cortmitaee member, oto | 7 5 2'25% controled entity (iniding an employee thereof) or family rember of any ofthese persona? ff "Yes,-complate Schedule Poni"). 28 Was the organization a party toa business transaction with one ofthe fllowing parties (see Schedule L, Pat IV instructions for applicable filng thresholds, condtons, and exceptions) a A-current or former officer, director, trustee, key employes, creator or founder, oF substantial contributor? if "Yes," complete Schedule l, PatVs vt tv te tt ett nt te tt et SD] 2g a A family member of any individual described in line 2887 IF Yes,” complete Schedule L, PatV. 2. . 2eb| Yes € 35% controled enty of oe or mare inidule and/or organisations described nines 28 or 28571 "Yes," complete Schedule L, PartiV « 28 No 29 Did the organization receive more than $25,000 in non-cash contributions? If “Yes," complete Schedule . . 9) [2g | Yes 30. Did the organization receive contributions of a historical treasures, or other similar assets, or qualified conservation N contributions? If “Yes," complete ScheduleM . . «2 2 wee wee 30 io 31. _Did the organization liquidate, terminate, or disolve and ceace operations? If "es," complete Schedule Ni, Part 3 Ne 22. Did the erga sel, exchange pose for want mare than 25% ene ase "Yes," compete ‘Schedule N, Part it. oe oo oe . . aoe soe . 32 No 33 Did the organization on 100% of an entity ssregarded as separate from te organization under Regulations sections 7 301.7701-2 and 301.7701-3? If “complete ScheduleR, Path, . 2 + 6 s 6 «© # se woe 33 es 24 Was the organization related to any tax-exempt or aeble en? 1 "Yes," complete Schedule, Pr I, oY and 34] Yer Pat¥, linet Le Le 35a _Did the organization have a controlled entity within the meaning of section 512(b)(23)? 35a| Yes bf Yes'to ine 350, did the orgorzation receive any payment rom or engage in any transaction with a contralie entity [5 N within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line2 x ° 36 Section 501(c)(3) organizations. Did the organization maka any transfers to an exempt ‘organization? IF "Yes," complete Schedule R, Part V, line 2 . . 36 | Yes 37__id the organization conduct more than 5% of ts activites through an enty that i not a elated orgaizton and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI “% 37 No. 38 Di the organization complete Schedule O and provide explanations in Schedule O for Part lines 13b and 197 Nate, All Form 990 filers are required to complete Schedule O. 3s | Yes Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule © contains a response or note to any line inthis PatV. . ss. 1 ss 1 Yes | No the number reported in Box 3 of Form 1096. Enter-O-fnot applicable | ta ay the numberof Forms W-2G incuded in in ta, Enter -0-ifnot applicable ib a € Dd the organzaton comply wth backup witholing rs or eprtable payment vendor ard reporabie gaming (gambling) winnings to prize winners?» w+ so so woe . ao tc | Yes Form 950 (2015)Form 990 (2029) Page 5 EASE Statements Regarding Other IRS Filings and Tax Compliance (continued) ‘2a Enter the number of employees reported on Farm W-3, Transmittal of Wage and ‘Tax Statements, filed for the calendar year ending with or within the year covered by thisreturn ve st et he eee ee 2a s2q bb Ifat least one is reported on line 2a, did the organization fie all required federal employment tax returns? 2b | Yes Note, If the sum of lines 1a and 23 is greater than 250, you may be required to e-file (ses instructions), 3a Did the organization have unrelated business gross income of $1,000 or more during the year? ga | Yer b f¥es," has it filed a Form 990-T for this year7If "No" to line 3b, provide an explanation in Schedule 0. 3b No 44a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a | aa No financial account in a foreign country (such as a bank account, securities account, or other financial account)? b_If"Yes,” enter the name of the foreign country: »_—__" See instructions for fling requirements for FinCEN Form 14, Report of Foreign Bank and Financial Accounts (FBAR), ‘Sa Was the organization a party to a prohibited tax shelter traneaction at any time during the tax year? 5a No b Did any taxable party notify the organization that it was or is a party to @ prohibited tax shelter transaction? Ea No If "Yes," to line 5a or Sb, did the organization file Form 8886-17 Pe a 5c {6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization | 6a No solicit any contributions that were not tax deductible as charitable contributions? b_ IF "Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were rot tax deductible? ee ee ee eee ov 7 Organizations that may receive deductible contributions under section 170(c). 2 Did the organization recive a payment in excess of $75 made party asa contribution and party for goods and service] 7a | Yes provided to the payor? aera ae b_ IF "Yes," did the organization notify the doner of the value of the goods or services provided?” 7b | Yer id the organization sel, exchange, or otherwise spose of tangible personal property for which it was require to fe Form 8282? Senet on ee ens : ze No d. If "Yes," indicate the number af Forms 6262 filed during the year... 74 Did the organization receive any funds, directly or indirect, to pay premiums on a personal benefit contract? Te No f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7 No 4 Ifthe organization receive a contrition of qualified itallectual propery, di the organization fle Ferm 8889 as required? seh ee ee ee ee ee 79 hh If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 0c ee a a ra 7h 8 Sponsoring organizations maintaining donor advised funds, Dic a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. {Did the sponsoring organization make any taxable distributions under section 49667.» s+ 1 s+ 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?» . 9b 40 Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part Vill ine 12. 0a b_ Gross receipts, included on Form 990, Part Vill, line 12, for public use of club faciities [406 44 Section 501(c)(12) organizations. Enter: @ Gross income from members or shareholders. ss ee ee lia b Gross income from ater sources (Do act net amounts due o paid to other sources against amounts due or received fromthem.) . - - ee + e+ [SMB 12a Section 4947(a)(1) non-exempt charitable trusts, Is the organization filing Form 990 in ieu of Form 10417 12a b_IF"¥es,” enter the amount of tax-exempt interest received or accrued during the year 12b 13. Section 501(c)(29) qualified nonprofit health insurance issuers. ‘Is the organization licensed to issue qualified health plans in more than one state?» .. 13a Note, See the instructions for additional information the organization must report on Schedule O. b_ Enter the amount of reserves the organization is required to maintain by the states in Wich the organization is licensed to issue qualified health plans... 13b © Enter the amount of reserves onhand ss see ee 13e 4a_Did the organization receive any payments for indoor tanning services during the tax year? « 14a No If "Yes," has it filed a Form 720 to report these payments7IF "No," provide an explanation in Schedule O « Lab 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? acer a ai 15 No If "Yes,” see instructions and fle Form 4720, Schedule N. 46 Is the organization an educational institution subject to the section 4969 excise tax on net investment income? a na If "Yes," complete rm 4720, Schedule O. Fon S50 (2018)Form 990 (2029) Z Page 6 Governance, Management, and Disclosure For each "Ves" response to lines 2 through 7b below, and for @ 'No" response to Ines 82, 8b, oF 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI oe Section A. Governing Body and Management Yes | No ‘1a Enter the number of voting members of the governing body at the end of the tax year | 1a ai| If there are material differences in voting rights among members of the governing body, or ifthe governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. bb Enter the number of voting members included in line ta, above, who are independent ty 18 2. Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . a er a 2 No 3. Did the organization delegate control over management duties customarily performed by or under the direct supervision] 5 No of officers, directors or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was fed? . [4 No 5 Did the organization become aware during the year of a significant diversion of the organization’s assets? 5 No 6 Did the organization have members or stockholders? 6 No 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members ofthe governing body? svt es te te tee te ee Ja No b_ Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or [7b No persons other than the governing body? . 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following! a The governing body? 6. ee ee Ba | Yes b Each committee with authority to act on behalf of the governing body?» + ee ee ve Bb | ves 9 Is there any officer, director, trustee, or key employee listed in Part Vil, Section A, who cannot be reached at the organization's mailing address? IF "Ves," provide the names and addresses in ScheduleO. » + 9 No Section B. Policies (This Section B requests information about policies not requifed by the Infernal Revenue Code) ‘Yes | No 40 Did the organization have local chapters, branches, or affates? . 6s 1 eee ee 0a No If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b 14a fas the organization provided a complete copy ofthis Form $80 to all members oft governing body before fing the foc era er SO a Pr ; ata Yes Describe in Schedule O the process, if any, used by the organization to review this Form 990. 42a Did the organization have a written conflct of interest policy? IF "No," go toline 13.» «+ we 2a | Yes Were offers, dirctors or trustees, and Key employees required to dicate annual interests that could gv rise to conflete? ee Do ee 5 12b|_ Yes €-id the organization regularly ard consistently moniter and enfore comaliance withthe policy? IF Yes,” describe in Schedule Ohow this wasdone. ss te te ee tte tne te 1zc| Yes 13 Did the organization have a written whistleblower policy? - - . - . + - + se + ss [a8 | Yes 14 Did the organization have a written document retention and destruction policy? se se ee a4 | ves 15 Did the process for determining compensation of the following persons include a review ang approval by independer persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management offical - - ss ee ee en 15a Yes b Other officers or key employees of the organization «se 6 ee pe eee es 5b | Yes If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 462 Did the organization invest in, contribute assets to, or participate ina joint venture or similar arangement with taxable entity curing the year? se se ete ee 1 No If "Yes," did the organization follow 2 written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? sy + vt +e tr te 6b Section €. Disclosure 17 18 19 20 List the states with which a copy of this Form 990 Is required to be fled AL, AR, CA, FL, GA, HI, TL, KS, KY, MA, MD, MI, MN, MS iNC,NA, ND, NM, NY, OH, OK, OR, PA, Ri va wr wv. Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 980, and 990-T (503(c)(3)s only) avaliable for public inspection. Indicate how you made these available. Check all that apply. C1 own website 1 Another's website A upon request 1 other (explain in Schedule 0) Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year, State the name, address, and telephone number of the person who possesses the organization's books and records: KIM HOLMES 214 MASSACHUSETTS AVE NE WASHINGTON, DC 20002 (202) 546-4400 Sc, tw, UT, Form 550 (3015)Form 990 (2029) Page 7 EEE) Compensation of Officers, Directors Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule © contains a response or note to any line in this PartVIl_. + we . oO Section A, Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Ta Complete this table forall persons required to be listed. Report compensation fer the calendar year ending with or within the organization's tax year. “@ List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) If no compensation Was pald ¢ List all of the organization's current key employees, if any. See instructions for definition of "key employee. «List the organization’ five current highest compensated employees (other than an officer, director, trustee or key employee) whe received reportable compensation (Box 5 of Farm W-2 and/or Box 7 of Form 1099-MISC) of mere than $100,000 from the organization and any related organizations ¢@ List all of the organizations former officers, key employees, or 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 $10,000 of reportable compensation from the organization and any related organizations See instructions for the order in which to lst the persons above. D check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. @ ®) ©) (2) © Gy) Name and ttle Average | Position (do not check more | Reportable Reportable Estimated hours per_| than one box, uniess person | compensation | compensation | amount of other week (ist | is Both an officer and 2 from the from related | “compensation any hours director/trustee) organization | organizations from the forrelated /= = Tez ]a] (Wezst09s: (W-2/1089- | organization and organizations | SZ] = |QlF|$F|2 Misc) MISC) related below dotted | 2] 3/3 {2 |BE |S organizations mo | BEE |Els (28 |e g/5| fe] 2 B/S z i g ‘See AdaRional Data Table Leen nner eee eee eeForm 990 (2029) Page S Section A, Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) ® ©) © ©) © © Name and thie Average | Postion (do not check more | Reportable | Reportable Estimated hours per | than one box, uniess person | compensation | compensation | amount of other week (ist | "is both an officer and a from the from related | “compensation ny hours directortrustee) erganization | organizations | “rom the forrelated = = [ez (wiezsioss- | “(wn2/1099- | organization and organizations | 23 | = |Qlz|SZ/2 MISC) MISC) related 22/2 ele [ez 2 organizations g2|2|2 |g |28|z SEE] [8 les z/8]| kl 2 Sos Riioal Osta Tale Weubtel € Total from continuation sheets to Part VI Section A. 6. . ATotal (addlines thand ic). . . . . . ss 7 ss ESTE] q 2 Total number of individuals (including but net limited to those listed above) who received more than $100,000 of reportable compensation from the organization ® 106 Yes | No 2 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? IF "Yes," complete Schedule J for such individual. ss + 4 + ee te et et 3 No 4 For any individual listed on line 1a, is the sum of reportable compensation and ether compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such dice ere ar a ee er ee a 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?IF “Yes,” complete Schedule J for such person». + + « + + F A ‘Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. ™) ) iG) Name and business adéress Description af services Compensation 8224 OLD COURTHOUSE ROAD VIENNA, VA 22182 ‘IVE RIGHTINC MARKETING & FUNDRAISING 7 303,585 LOS ANGELES, CA 90037 300 KNICKERBOCKER RO 1301 2No avenue SEATTLE, VIA 98402 ‘2. Total number of independent contractors (including But not limited to those listed above) whe racelved more than $100,000 af compensation from the organization 38 aForm 990 (2029) Page 9 ERIM statement of Revenue Checkif Schedule 0 contains a response or note to any line inthis PartVil_« = . oO (A) (8) (c) (D) roralfevense | rettedor | unites neberue cxerpt business | excluded fom inaion Terence | torunder sections ata Sigs sia fis Federated campaigns > [te a |» entestin ine 1b Z| « rundrating events. . [ae Z| 4 Related organizations ad = ) Ee B | acter cottons, ts, rans, | Miemsrinewrstesdee™ | yy | sues B | o ones contribu & | Pines SF 19 126094 5 | total. Add tines ta-af « » te992,003 Business Code 2a INTERN HOUSING REVENUE cand Ta SF é 5 4 & { Allother program service revenue 9 Total Add ines 20-2 ss 3 Tnvestnent income (ncuding vende, similar amounts) . 177,710) 177,710 4 Income from investment of taxcexempt bord proceeds» 5 Royalties « is ey Sai Ty Real —[ (ip Pereona 6a crossrents | 6a 27809 b Less: ental Rental income or ss) be] —_-r0124r 4 Net rental income or (655) = 1012.47 so2479 secures [ty otner 7a Gross amount Soest [ral saan seed Sener ‘other basis and 7b) 9,685,717} ol Se Saat 4 Wet gain or (oss) = z 4590004 4.595001 Ba Gross come tom aig eves g | Getic S| cove a. 3 © | brass: cect expenses... [ab |B | enetincome or os) rom fundraising ever > é See Part W, ne 12 os bess: drect expenses... [5b € Net income or (os) from gaming activates 7p Jsoacross sales of inventory, ess returns and atowances! ss faoa bless: cost of goods sold. . [| Net income or (os) from sales of ventory» Tiseelaneous Revenue Buses Code THeoTHER eo! 30033 sasied ath68 > aiiamer revenue Total, Add lines te-tié ve ee 7 12 Total revenue. See in > 22961204 sexed d 507591 aForm 990 (2029) Page 10 ‘Statement of Functional Expenses ‘Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule © contains a response or note to any line in this Parti. s+ : .. 0 Do not include amounts reported on lines 6b, « mH @ ae 7, 8b, Bb, and 10b of Part Vil tot Senses | Prouamservee | Manogarentand | Funding Grants and other assistance to domestic arganiaatons and ro TET domestic governments, See Part Vine eee 2 Grants and otner assistance to domestic individuals, See 00 00 PonW,ine22 ee ne ee wt ee 3 Grants and otner assistance to foreign organizations, foreign governments, and foreign individuals: See Pat, ines 15 nd 16. 4 Benefts paid to or for members fo 5 Compensation of current officers, directors, trustees, and saa arses va778 ia key employees an 6 Compensation nat included above, to dsqualiied persons (as Get nde ection 490(0(3) ard ptsone cerry Section 4559(03)(0) 7 Other salaries and wages. aaa aaa wae sar 8 Pension plan accruals and contributions (include section 401 13883 7.08561 28,736 wat {i and 403(6) employer contributions) 9 Other employee benefits sae Sas Tee wap 10 Payroll taxes 2.05333 7687388 ced 373.309 11 Fees for services (non-employees): a Management bLegal Tene 2a cE ALobbyng «Professional fundralsing services, See Part, ine 17 Tate Tae £ Investment management fees an 108.789 26,008 22057 Tee, 1 Other Ifline 119 amount exceeds 10% of ine 25, column 3072408 508383 Tos.139 T5306 {a} smount, ist ne tag expenses on Schedule 0} 12. Aeverising and promotion Tareas sone wana 14 Information technology 399367 7386028 08 Tera 15 Royalties 17 Travel 150078 1278 23,688 33,690 18. Paymants of travel or entertainment expenses for any federal, state, or local public officals 19 Conferences, conventions, and mestings Sao aR ae Bee wm 20 Interest, 33695 200536 7a Ts 24 Payments to afiiates 22. Depreciation, depletion, and amortization sana aes 7a waa 23 insurance Was BTet eo aw 24 Other expenses. Itmize expenses not covered above (Uist miseelaneous expenses inline 240 ine 24e amount tnceede 10% of line 25, column (A) amount. lit line 246 expenses on Schedule 6) a DUES & SUBSCRIPTIONS saa sone ca Eo D Boos a PRODUCTS Ta5,000 ro 73H wep0 = HONORARIA/WRITERS FEES aa wa 730 T OTHER EXPENSES Tama Ta 70 aa © Alother expensee 25 Total functional expenses. Add Ines i trough 24e Tama waaaTaee war ans 26 Joint costs, Complete this line only ifthe organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation Check here » [J if following SOP 98-2 (ASC 958-720). Form 550 (2015)Form 990 (2029) Page 14 EEEME Galance Sheet ‘Check if Schedule O contains a response of note to any line in this Part IX a . oO a ® Beginning of year End of yor 1 Cash-noninterest-bearing ss se wala 885 2 Savings and temporary cash investments 6 + ee se we 15928280] 2 Ba07. 708 3 Pledges and grants receivable, net. 6s se 15879.362| 3 2.415.860 4 Accounts receivable, net ae 5 764,700] 4 156.628 5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled 5 entity oF family member of any of these persons 6 Loans and other receivables trom other disqualified persons (as defined under section 4950(7)(1)), and persons described in ection 4959(c)(3)(B) « 6 | 7 Notes and loans receivable, net 7 | 8 tnventories forsale or use 5 3 B] © prepaid expenses and deferred charges 238,380] 9 aa2a16 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule O toa 190572834 Less: accumulated depreciation 0b sa.aT8 569 24,830621] 106 86,153,974 11 Investments—publiely traded securities 7.755.686] 44 2758256 12 Investments—other securities. See PartlV, line 11... 776.636.965] 12 207,178,107 13. Investments—program-related. See Part IV, line 11 3 14 Intangible assets 4 15 Other assets, See PartlV line 11 Toso 77e| 45 Esc 16 Total assets, fed lines 1 through 25 (must equal line 34) 204,687,214] 46 365,765 848 47 Accounts payable and accrued expenses 3.208.102] 17 9257260 48 Grants payable 18 49 Deferred revenue 19 20 Tax-exempt bond liabilities 20 wp] 24 Escrow or custodial account liability. Complete Part IV of Schedule D 2 g ]22 Loans and other payables to any current or former officer, director, trustee, key| 3] employee, creator or founder, substantial contibutor, or 35% controled entity B] or family member of any of these perzons ea aa Al} 23 secured mortgages and notes payable to unrelated this parties 23 24 Unsecured notes and loans payable to unrelated third parties TTasas0| 24 21,380,208 25. Other liabilities (including federal income tax, payables to related third parties, Ta.191672] 25 13650582 land other liabilities not Included on lines 17 ~ 24). Complete Part X of Schedule D 26 Total liabilities. Add lines 17 though 25 aan82 14a] 26 287.015 %| organizations that follow FASB ASC 958, check here » WZ and 2 complete lines 27, 28, 32, and 33. Si] 27 Net assets without donor restrictions 191,590,585] 27 222,176281 B) 26 Net assets with donor restrietions 39.034.488| 28 39,320,552 | organizations that do not follow FASB ASC 958, check here > C] and =| complete lines 29 through 33. 5|29 Capital stock or trust principal, or current funds 29 £30 Paid-in or capital surplus, or land, building or equipment fund 30 | 31 Retained earnings, endowment, accumulated income, or other funds, 34 ‘F]az Total net assets or fund balances... 250825070) 32 325,406 838 3 Z| 33° Total liaiities and net assets/fund balances 2easer 2a) 38 365,763,848 Form 950 (2015)Form 990 (2029) Page 12 Reconciliation of Net Assets Check if Schedule © contains a response or note to any line in this Part XI a 4. Total revenue (must equal Part Vil, column (A), line 42) 5+ 1 122,961,202 2 Total expenses (rust equal Part x, column (A), tne 25) 2 77,972,750 3 Revenue less expenses, Subtract ine 2 from line 1 3 44,986,452 4. Net assets or fund balances at beginning of year (must equal Pa X, line 33, column (A)) 4 350,625,070 5 Net unrealized gains (losses) on investments 5 26,833,999 6 Donated services and use of feciities 6 7 Investmentewpenses se ee 7 8 Prior period adjustments 3 9 Other changes in net assets or fund balances (explain in Schedule 0) sv ee vw a 2 a0 10 Net assets or fund balances at end of year, Combine lines 3 through 9 (must equal Part X; lne 33, colurnn (8))| 40 323,496,833 Financial Statements and Reporting Check if Schedule © contains a response or note to any linen this Partxll. o Yes [No 4 Accounting method used to prepare the Form 990: C cash A accrual Clother It the organization changed Its method of accounting from a pier year or checked "Other," expan Th Schedule 0 2a Were te organizations financial statements comple or reviewed by an independent accountant? 2a No IF¥es, check a box below to indicate whether the financial statements forthe year were compiled or reviewed on a Eeparate basis, consolidated basis, or both C1 separate basis] consolidated basis] oth consolidated and separate basis bb Were the organization's financial statements audited by an Independent accountant? av | ver 11°¥es, check a box below to indicate whether the financial statements forthe year were audited ona separate basis, Consolidated bass, of both GD separate basis. C1) consolidated basis 1 ath consolidated and separate basis €.1°¥es*to line 28 or 2b, does the organization have a committee that assumes rasponsbiity for oversight Gf the aus, review, or Compilation of ts francil statements and selection ofan dependent accouncant? 2c | ves If the organization changed either its oversight process or selection process during the tax year, explain in Schedule © 3a Asa result of a federal award, was the organization required to undergo an audit or audits as st forth in the Single Audet and OMB Circular A°133? 3a No bb "Yes," did the organization undergo the require auditor aucits? Ifthe organization did not undergo the required Budi or oudits,sxplin why in Senedule © and describe ay steps taken to undergo oucn aus 3b Form 990 (2015)Additional Data Software ID: Software Version: EIN: 23-7327730 Name: THE HERITAGE FOUNDATION Form 990 (2039) Form 990, Part IIT, Line 4a: (SEE SCHEDULE O)PUBLIC POLICY RESEARCH: THE HERITAGE FOUNDATION PRODUCES HUNOREDS OF RESEARCH PAPERS ANNUALLY, INCLUDING ISSUE BRIEFS, BLOG POSTS, FACT SHEETS, BACKGROUNDERS, GUIDES, AND SOOKS ADDRESSING A BROAD RANGE OF ECONOMIC, DONESTIC, DEFENSE, FOREIGN, AND SOCIAL POLICY ISSUES, THESE PUBLICATIONS ANALYZE BOTH CURRENT PUBLIC POLICIES AND ALTERNATIVE POLICY RECOMMENDATIONS FOR SUBSTANCE AND MERIT. THE RESULTS OF (OUR RESEARCH ARE AVAILABLE IN PRINT FORMAT AND AT NO CHARGE THROUGH OUR WEBSITE, WHICH IS VISITED BY MILLIONS, ADDITIONAL INFORMATION IS. AVAILABLE IN OUR 2019 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://W\W HERITAGE ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATIONForm 990, Part III, Line 4b: (SEE SCHEDULE O)EDUCATIONAL PROGRAMS: THE HERITAGE FOUNDATION (“THE OR “THE FOUNDATION") HOSTS EVENTS AND SPONSORS PROGRAMS TO EDUCATE GOVERNMENT OFFICIALS, THE ACADEMIC COMMUNITY, JOURNALISTS, AND THE GENERAL PUBLIC ON TOPICS RANGING FROM THE FOUNDING FATHERS AND CIVIL SOCIETY TO POLITICAL PHILOSOPHY AND LEGAL PRINCIPLES. IN 2018, THF LECTURES AND SEMINARS PROGRAM PRODUCED 159 PUBLIC EVENTS ATTRACTING 9,624 ATTENDEES. THP'S RESOURCE BANK CONFERENCE DRAWS OVER 00 CONSERVATIVE MOVEMENT LEADERS, POLICY EXPERTS, ACTIVISTS, AND DONORS FOR THREE OAYS: (OF WORKSHOPS AND DISCUSSIONS, THF's INTERN PROGRAN PROVIDED £89 YOUNG PEOPLE AN INVALUASLE WORK-STUDY EXPERIENCE IN WASHINGTON, DC. THF'S ‘GOVERNMENT RELATIONS HOSTED OVER 129 POLICY BRIEFING EVENTS IN 2019 WITH PARTICIPATION FROM 279 UNIQUE CONGRESSIONAL OFFICES. PARTICIPANTS INCLUDED EMBERS OF CONGRESS LEGISLATIVE STAFFERS, COMMUNICATIONS DIRECTORS, AND CHIEFS OF STAFF, ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2019 ANNUAL REPORT, AVAILABLE ONLINE AT HTTDS.//WW HERITAGE ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATIONForm 990, Part III, Line 4c: (SEE SCHEDULE O)MEDIA AND GOVERNMENT RELATIONS: THE HERITAGE FOUNDATION DISTRIBUTES ITS RESEARCH PRODUCTS TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFE, POLICYMAKERS IN THE EXECUTIVE RANCH OF THE FEDERAL GOVERNMENT, STATE OFFICIALS, JOURNALISTS, MEMBERS OF THE ACADEMIC (COMMUNITY, OTHER NON-PROFIT ORGANIZATIONS, THE GENERAL PUBLIC, AND DONORS. THE HERITAGE FOUNDATION CONDUCTS HUNDREDS OF BRIEFINGS FOR DOMESTIC AND INTERNATIONAL OFFICIALS, POLICYMAKERS, EXPERTS, AND LAWMAKERS AND THEIR STAFF ON TSSUES RANGING FROM FEDERAL SPENDING AND UNFUNDED LIABILITIES TO HOMELAND SECURITY, TAX, AND HEALT# POLICY. IN 2018, THE PUBLISHED 93 ISSUE BRIEFS, 63 BACKGROUNDERS, 17 LEGAL MEMORANDA, [AND 12 SPECIAL REPORTS. THF DELIVERED 33 CONGRESSIONAL TESTIMONIES. THF'S ANALYSTS MADE OVER 4,800 RADIO AND TELEVISION APPEARANCES IN 2019, AND EARNED OVER 1,800 OP €D PLACEMENTS IN FIAJOR PRINT AND ONLINE MEDIA OUTLETS. THF SENT OUT A DAILY NEWSLETTER, "THE MORMING BELL,” TO 405,000 SUBSCRIBERS, A NEWSLETTER, “THE AGENDA” TO 303,000 SUBSCRIBERS, AND PUBLISHED HUNDREDS OF ARTICLES THROUGH THE FOUNDATION'S DIGITAL NEWS PUBLICATIONS. THE HELD 21 REGIONAL OONOR EVENS. THF'S SOCIAL MEDIA PLATFORMS HAD 3.8 MILLION FANS AND FOLLOWERS AND ITS WEBSITES HERITAGE ORG [AND DAILYSIGNAL,COM HAD 45 MILLION TOTAL VISITOR SESSIONS. HERITAGE AND DAILY SIGNAL VIDEOS RECEIVED 70.9 MILLION VIEWS. ADDITIONAL INFORMATION IS AVAILABLE IN GUR 2019 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://W/NW. HERITAGE ORG/ARTICLE/THE-MERITAGE-FOUNDATIONS-FINANCIAL INFORMATIONForm 990, Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors (A). (8) (c) (D) (e) (F) Name and Title Average | Postion (do not check more| Reportable | Reportable | estimated fours per |" than one box, unless | compensation | compensation | amount of other week (ist | personis both an officer | fromthe. | fromrelated | “compensation any hours | ‘anda drector/trustee) | organization | organizations | “fom the forrelates Lo ST a] twe2/i099- | (W=2/i099- | organization ane oronascene 23] 2/88 Sale| miso aes fel below dotted |S] 2 18 15 [SE |S organizations ne) | BE) E |*|3 Pale Hele] [Ries 15] lf] 2 e z é : x q q ° et : : x | q ° vice ei PRESIDENT ° ase EDWIN J FEULNER 8.00) MALCOLM STEVENSON FORBES JR 2.09) : x q q ° van HAGERTY : if x q q ° : " x q q ° (WILLIAM J HUME 2.00} : x | q °Form 990, Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors @ @) ©) (0) «) ) Name and Title ‘average | Postion (do net check more| Reportable | Reportable | _ estimated fours per |" than one box, unless | compensation | compensation | amount of other week (ist | personis both an officer | fromthe. | fromrelated | “compensation any hours | ‘anda drector/trustee) | organization | organizations | “fom the forrelates Lo ST a] twe2/i099- | (W=2/i099- | organization ane oronascene 23] 2/88 Sale| miso aes fel below dotted |S] 2 18 15 [SE |S organizations ne) | BE) E |*|3 Pale Hele] [Ries 15] lf] 2 e z é : x q q ° see i x +32, 100] ql oO SEE ste Foo ase 708, oF Za NERSI NAZARI PHD 2.09) ROBERT PENNINGTON : Se x q q ° ZTHONT SALIBA : x q q ° . x ol | ° BRIAN TRACY 2.00} : x | q °Form 990, Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors ® ) © ©) «) © Name and Title ‘average | Postion (do net check more| Reportable | Reportable | _ estimated hours per | than one box, unless | compensation | compensation | amount of other week (ist | personis both an officer | fromthe. | fromrelated | “compensation any hours | ‘anda drector/trustee) | organization | organizations | “fom the forrelates Lo FEST e] WwWe2/i099- | (w= 2/1099- | organization ana oronascene 23] 2/88 Sale| miso aes fel below dotted | 2/3 /F le [Fx |3 organizations ne) | BE) E |*|3 Pale Hele] [Ries gl|s| [et] 2 e z é : x q q ° see e a x 239,195 q caer i Ena a HOUTA i cove eA RTTONS : i co " crmusTomien oRNES 20.9 IAMES CARAANO a9 WESLEY Ovex 2.9 : . “ x 256,109 q aan ian nOUIES 5.9 é a x 410,00 q 70982 ERIC KORSVA 2029 F x 227s q oor donne eee x 230,79 q 7950Form 990, Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors ® O) © ©) «e) © Name and Title Average | Postion (do not check more| Reportable | Reportable | estimated hours per | than one box, unless | compensation | compensation | amount of other week (ist | personis both an officer | fromthe. | fromrelated | “compensation any hours | ‘anda drector/trustee) | organization | organizations | “fom the forrelates Lo FEST e] WwWe2/i099- | (w= 2/1099- | organization ana oronascene 23] 2/88 Sale| miso aes fel below dotted | 2/3 /F le [Fx |3 organizations ne) | BE) E |*|3 Pale Hele] [Ries gl|s| [et] 2 e z é x 215,409 q 6,74 : cee x 77,502 q 7003 sei Wisi FELL i SFO eee FREEEE ° aRIOGETT WAGHER aq CHARHAINE YOEST a9 BECKY NORTON DUNLOP 2.9 : re “ x 260,24 q s,400 CSENEVIEVE WOOD | 5.9 : a x 260,475 q 4,510 viguet w GONZALEZ 2029 : a x 246,99 q 6.591 x 246,779 q exesForm 990, Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors @, ® © (0) (e) © Name and Title Average | Postion (do not check more | Reportable | Reportable | Estimated hours per | than one box, unless | compensation | compensation | amount of other week (ist_| person is both an offcer | fromthe | from related | compensation any hours | ‘andadiector/trustes) | organization | organizations | from the forrelates [a= =Jez]a] (W-2/1099- | (W-2/1099- | organization and organizations} 23] = |e [SS|F MISC) MISC) related below dotted | S212 | E15 [Pe |s organizations line) | 22] 2 |*|3 Pale 3B eae 2 3 | 3 g aut WINFREE[efile GRAPHIC print - DO NOT PROCESS. DLN: 9349321100610) ‘OME No, 1545-0047 SCHEDULE A Public Charity Status and Public Support (Form 990 or Complete if the organization is a section 504(c)(3) organization or a section 990EZ) 4947(a)(1) nonexempt charitable trust. P Attach to Form 990 or Form 950-E2. ee » Go to wwwnirs.gov/Form990 for instructions and the iatest information. Coa eed Name of the organization Employer identification number 23-7327730 Reason for Public Charity Status (All organizations must complete this park) See instructions The organsation is nota private foundation because itis: (Fr lines 1 through 12, check ony one box.) 1 [J Achurch, convention of churches, or association of churches described in section 170(b)(4)(A)(i). 2 [A sehool described in section 170(b)(1)(A)(ii) (Attach Schedule & (Form 980 or 890-£2).) 3 []_ Ahospital or a cooperative hospital service organization described in section 170(b)(1)(A)Ci 4D] Amedical research organization operated in conjunction with a hospital described in section 170(b)(4)(A)(iti). Enter the hospital's ame, city, and state: 5 [1] An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170 ()CAI(ANCIv). (Complete Part 11.) 1 A federal, state, or local government or governmental unit deseribed in section 170(b)(1)(A)(v). {21 An organization that normally receives a substantial part ofits support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part Il) [1] Acommurity trust described in section 470(b)(1)(A)(vi). (Complete Part I.) (1) An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a ror-land grant college of agriculture, See instructions, Enter the name, city, and state of the college or university 40] An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, end (2) no more than 331/3% of is Support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part II.) 11 [)_ Anorganization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 [An organization organized and operated exclusively for the benefit of, to perform the functions of, orto carry out the purposes of one or ‘more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Cneck the box in lines 42a through 22d that describes the type of supporting organization and complete lines 326, 12f, and 129 2 [Type t. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b []_ Type tt. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You ‘must complete Part 1V, Sections A and C. © (Type 11F functionally integrated. A supporting organization operates in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. 4D) Type Tif non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must setisty a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. © [Check this box if the organization received a written determination from the IRS that itis @ Type 1, Type 11, Type I functionally integrated, or Type HT non-functionaly integrated supporting organization. Enter the number of supported organizations 9 Provide the following information about the supported organization(s (i) Name of supported (i Ei (iii) Type of | (iv) Ts the organization lated | _(v) Amount of] _(wi) Amount of organization ‘organization | in your governing document? | monetary support | other support (see (described on lines (Gee instructions) | instructions) 1-10 above (see instructions) Yes No ] Total For Paperwork Reduction Act Notice, see the Instructions for Cat. No. 11265 ‘Schedule A (Form 990 or 990-E2) 2015 Form 990 or 990-EZ.Schedule A (Form 990 or 990-EZ) 2019 Page 2 MEEWEEE Support Schedule for Organizations Described in Sections 170(b)(4)(A){Iv) and 170(b)(A) (ANI) (Complete only if you checked the box on line 5, 7, or § of Part or Ifthe organization faled to qualify under Part IIL If the organization failed to qualify under the tests listed below, please complete Part III.) Section A, Public Support Calendar year (or fiscal year beginning in) 1 Gite, grents, contnbutions, and include any “unusual grant") 2 Toctevenves levied ore Sroanizaion’s benefit and either Bard toor expended on is behalf (a) 2015 (b) 2016 (ea (a) 2018 (e) 2019 (1) Total 3. The Value of services or facilities furnished by a governmental unit to the organization without charge... 4 Total. Add lines 1 through 3 B5,BOAITG| 75,075,165 e550] Tessas] 6 ps2,003] aT RATS 5 _ The portion of total contributions by ‘each person (other than a ‘governmental unit or publiely ‘Supported organization) included on a7ae914 line 1 that exceeds 2% of the amount shown online 11, column fi 6 Public support. Subtract line 5 from line 4 Section B. Total Support Calendar year 5 ani 5 a= ene carn ean (a) 2015 (b) 2016 (e) 2017 (a) 2018 (e) 2019 (f) Total 7 Amounts from line 4, weaoa e| EEC Tesea.o30) Tasca] —_uies82,003| a7, 02 57S 8 Gross income from interest, dividends, payments received on ‘Securities loans, rents, royalties 438,276] 7720) 367,469] 764,579 469,710] 2,467,247 ‘and income from similar sources 9 Net income from unrelated business activities, whether or not the business is regularly carried on 410 Other income, Do not include gain ‘of loss from the sale of capital 725,623 1,514,659] 1,693,513 1,517,839 1.481 169 7,993,000 assets (Explain in Part V1.) 11 Total support. Acd lines 7 through 10 “447,482,826 42. Gross receipts from related activites, ete, (Gee instructions) 5 12 2,897,280 43. First five years. If the Form 990 is for the organization's First, nd, third, fourth, or fith tax year as a section 801(€)(3) organization, check this box and stop here. +s +++ + pee eee ee ee PO Section C. Computation of Publi 14 Public support percentage for 2019 (line 6, coluran (F) diviced by line 11, column (A) ry 7.050% 45 Public support percentage for 2018 Schedule A, Part II ine 14 15 97.010 % 16a 33 1/3% support test—20189. If the organization di¢ not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . ow b_ 33.1/3% support test—2048. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization -oO 47a 10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and ifthe organizat'on meets the "facts-and-circumstances” test, check this box and stop here. Explain in Part VI now the organization meets the "facts-and-circumstances” test, The organization qualifies as a pubiicly supported ‘organization . . . . . . -o bb 10%-facts-and-circumstances test—2018. If the organization did not check @ box on line 13, 262, 16b, or 17a, and line 415 is 10% or more, and ifthe organization meets the "facts-and-circumstances’ test, check this box and stop here. Explain in Part VI hw the organization meete the “facts-and-circumstances” test, The organization qualifies as a publicly supported organization -O 18 Private foundation. Ifthe organization did not check a box on line 13, 162, 16b, 17a, or 17b, check this box and see instructions -O Ssduis A Boe 590 or SOON DOISchedule A (Form 990 or 990-EZ) 2 Page 3 MEXTSGEE Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part 11. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) P (a) 2015 (b) 2016 (e) 2017 (4) 2018 (e) 2018 (0) Total 1. Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.”) 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in ny activity that is related to the organization's tax-exempt purgose 3. Gross receipts from activities that are rot an unrelated trade or business Lnder section 513, 4 Tax revenues levied for the organization's beneft and either paid to-or expended on its behalf 5 The value of services or faciities furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b_ Amounts included on lines 2 and 3 recelved from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year, © Add lines 7a and 7b. 8 Public support. (Subtract line 7e from line 6.) Section B. Total Support (or Pan yen mehr in) (a) 2015, (b) 2036 (©) 2017 (d) 2018 (@) 2018 (6) Total 9 Amounts from line 6. 40a Gross income from interest, dividends, payments received on securities loans, rents, royalties and b Unrelated business taxable income (less section 511 taxes) from Businesses acquired after June 30, 1975. © Add lines 103 and 206, 11 _ Net income from unrelated business activities not included inline 10b, Whether or not the business ie regularly carried on. 12. Other income, Do not include gain or loss from the sale of capital assets (Explain in Part VI) 13. Total support. (Add lines 9, 10c, af, and 12). 14 First five years. Ifthe Form 980 Is for the organization's first, second, third, fourth, or fith tax year a a section S0I(@)(3) organization, check this box and stop here, 0 ‘Section C. Computation of Public Support Percentage 45 Public support percentage for 2019 (line &, column (f} divided by line 13, column () 35 16 Public support percentage from 2018 Schedule A, Part Il, line 25 16 ‘Section D. Computation of Investment Income Percentage 47 _ Investment income percentage for 2019 (line 10c, column (F) divided by line 13, column (9) 17 18 Investment income percentage from 2018 Schedule A, Part II, ine 17 18 19a 331/2% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and Tn ‘more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3% support tests—2018, If the organization did not check @ box on line 14 oF line 19, and line 46 is more than 33 1/3% ane line 18 is not more than 33 1/3%, check this box and stop here. The organization quelifies as a publicly supported organization 20 _ Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions 0 -O TE EET CEA BT ITYSchedule A (Form 990 or 990-EZ) 203: Page 4 Supporting Organizations (Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Parc complete Sections A and CIf you checked 1c of Pa I, complete Sestons AO, and E.IFyou checked 126 of Parl, comolete Sections A and D, and complete Part V. Section A. All Supporting Organizations Are all of the organization’s supported organizations listed by name in the organization's governing documents? 1f°No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, ‘describe the designation. If historie and continuing relationship, explain Did the organization have any supported organization that does not have an IRS determination of status under section 509 (2)(2) or (2)? IF"Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 504(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below Did the organization confirm that each supported organization qualified under section 5041(c)(4), (5), or (6) and satisfied the public support tests under section 509(a}(2)? If "Yes," describe in Part VI when and how the organization made the determination Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? IF "Yes," explain in Part VI what controls the organization put in place to ensure such use, Was any supported organization not organized in the United States ("foreign supported organization”)? Jf "Yes" and if you checked 12a or 12b in Part I, answer (5) and (c) below. Did the organization have ultimate control and ciscretion in deci¢ing whether to make grants to the foreign supported organization? IF "Yes," describe in Part VI how the organization had such control and glecretion despite being controlled or supervised by or in connection with its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections '504(c)(3) and 509(a)(1) or (2)? JF Yes,” explain in Part VE what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (©) below (if applicable). Also, provide deta in Part VI, including ()) the names and EIN numbers of the supported organizations added, substituted, or removed; (i) the reasons for each such action; (i) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). Type I or Type II only. Was any acded or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? Yes 3a 3b 3e aa a ae 5b Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (i) individuals that are part of the charitable class benefited by one or more ofits supported organizations, or (i) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. Did the organization provide 2 grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)}, a family member of a substantial contributor, or a 25% controlled entty with regard to 3 substantial contributor? If "Yes," complete Part I of Schedule L (Form 990 or 990-E2) Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? IF "Yes, complete Part I of Schedule L (Form 990 or $90-E2). Was the organization controlled direct'y or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than founcation managers and organizations described in section 509(a)(1) or (2))? I "Yes," provide detail in Part VI. 9a Did one or more disqualified persons (a5 defined inline 9a) hold a controlling interest in any entity in which the supporting organization had an interest? IF "Yes," provide detail in Part VE. ob Did a disqualified person (as defined inline 9a) have an ovinership interest in, or derive any personal benefit from, assets in] Which the supporting organization also had an interest? IF "Yes, ” provide detail in Part VI. \Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type I supporting organizations, and all Type IIT non-functionally integrated supporting organizations)? If "Yes," answer line 10b below. ‘0a Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings). 0b EW a PE SPELTSchedule A (Form 990 or 990-EZ) 2 Page S ‘Supporting Organizations (continued) 11 Has the organization accepted a gift or contribution from any of the following persons? Yes | No 2A person who directly or indirectly controls, elther alone or together with persone described in (b) and (c) below, the governing body of a Supported organization? iia b A family member of @ person described in (a) above? Lib € _A.35% controlied entity of a person described in (a) or (b) above? IF "Yes" to a, 6, orc, provide detail in Part VI ‘Section B. Type I Supporting Organizations. die Yes | No 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or lect atleast a majority of the organization's directors or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the ‘organization had mare than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrietions, ifany, applied to such powers during the tax year. 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controled the supperting organization? IF “Yes,” explain in Part VI how providing such benefit tarried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization. ‘Section C. Type 1 Supporting Organizations Yes | No 4 Were a majority ofthe organization's directors or trustees during the tax year also a majority of the directors or trustees of leach of the organization's supported organization(s)? IF "No, describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s) Section D. All Type ITT Supporting Organizations Yes | No 1 Did the organization provide to each of its supported organizations, by the last day of the fith month of the organization's tax year, (i) a written notice ceseribing the type and amount of support provided during the prior tax year, (i) @ copy of the| Form 990 that was most recently fled as of the date of notification, and (li) copies of the organization's governing documents in effect on the date of notification, to the extent not previously proviced? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization (6) or (i) serving on the governing body of a supported organization? JF "No," explain in Part VI how the organization ‘maintained a close and continuous working relationship with the supported organization(s) 3 By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the ‘organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization's supported organizations played in this regard. Section E. Type 111 Functionally-Integrated Supporting Organizations T Check the box next to the method that the organization used to satiafy the Integral Part Test during the year (see Instructions). 2 [The organization satisfied the Activities Test, Complete line 2 below bE] The organization is the parent of each ofits supported organizations, Complete line 3 below. © [J The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions) 2 Activities Test, Answer (a) and (b) below. Yes | No 2 Did substantially all ofthe organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If “Yes,” then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to these supported organizations, and how the organization determined that these activities constituted substantially all ofits activites. bb Did the activities described in (a) constitute activities that, but forthe organization's Involvement, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization's position that Its supported organization(s) would have engaged in these activities but forthe organization's involvement 3. Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VE. bb Did the organization exercise a substantial degree of direction over the policies, programs and activities of each ofits supported organizations? If "Yes,” describe in Part VI. the role played by the organization in this regard, 3b ————_—_—$—$_—— — ——————Schedule A (Form 990 or 990-EZ) 2 Page 6 MEE Type 111 Non-Functionally Tategrated 509(a)(S) Supporting Organizations T[] check here ifthe organization sated the Integral Par Test asa qualifying trust on Nov. 20, 1970 (explain ha Park VI. See Instructions: Al other Type Xt non fenetanaly mtegrated supporting orgensatlors must compete Sections A through © Section A - Adjusted Net Income {A} Prior Year ea Tet hotter aptal gan z 2 Recoveries of prior-year distibutons 2 3 _Other gross income (se instructions) 3 @_Add Ines 1 trough 3 2 5 _Deprecaton and depletion 5 © Portion of operating expenses pad or heared for producto or colecion oforess | 6 Income or for managemet, conservation, oF maintenance of property eld For production of neame (se instructions) 7__Other expense (see instructions) 7 B Adjusted Net Income (subtract es Sand Fomine) 3 Section B - Minimum Asset Amount TFvor eran I Agarepate far market vale of all non-exempb use asses (gee nstrucions for how aout oc asus held for park of ye) 1 @ Average monthly value of secures is Average monthiy eash balonces 1b € Fair market value of other nor-ererorure ae te @ Total (add ines Ta, 3b, and te) ra © Discount cimed for Blockage or other actos (eos cota in Pare) 2._Aqistion indebtedness applicable fo nor-erempt use esse z 3. Subtract Ine 2 Fem tne 14 3 @- Cash deemed held for exempt use. Enter i729 oF Tine 3 for greater amount see insuetons), 4 5 _Net value of ron-everpt-use assets (eabtrad ne 4 From Tne 3) 5 Maly tre 5 by 035 3 7 Recoveries of prior-year dibutions 7 &_Minimum Asset Amount (add ine 7to Ine 6) 3 Section C Distributable Amount T_Aajusted net income for prior vear (rom Secion 8 The 6 Gouna A z 2_Enter 85% oflne 2 3-_Minimum asset amount for prior year (rom Seaton 6, The 6, Colman AD 3 @__Enter greater fine Zor ine 3 @ 5 Income tox pes in por year 5 © Distributable Amount. Subtrac ine 5 fom Ine 4, less subjea to emeraeney | © temporary reduction (see instructions) FE] check here f the current year is the organisations frsvas 8 sor Tundionai integrated Type Hi supporting organization eee instructions) ——————_—————— eesSchedule A (Form 990 or 990-EZ) 20:9 Page 7 EEEMNA type 111 Non-Functionally Integrated 509(a)(3) Supporting Organizations (contnued) ‘Section D - Distribu nS 4._Amounts paid to supported organizations to accomplish exemst purposes 2. Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity Current Year 3. Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 _Qualifed set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions 7 Total annual distributions. Add lines 1 through 6 8 Distributions to attentive supported organizations to which the organization is responsive (provide etails in Part VE). See instructions 9 Distributable amount for 2019 from Section C, line 6 10 Line @ amount divided by Line 9 amount (i Section E- Distribution Allocations nderaist butions (gee structions) excess Ditributions | Understribu G Distributable Amount for 2019 1 Distributable amount for 2019 from Section C, line 6 2 Underdistributions, any, for years prior to 2019 (reasonable cause required-- explain in Part VI) See instructions. 3 Excess distributions carryover, any, to 2018 'a_ From 2034, b From 2015, From 2016. d- From 2017. fe From 2038, f Total of lines 3a through @ ‘9 Applied to underdistributions of prior years h_Apalied to 2029 distributable amount 7 Carryover from 2014 net applied (se instructions) Remainder, Subtract lines 39, 3h, and 3i from 3f 4 Distributions for 2019 from Section D, line 7: $ Applied to underdiatributlons of prior years b Applied to 2029 distributable amount fe Remainder, Subtract lines 4a ane 4b from 4 ' Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2 If the amount 's greater than Zero, explain in Part VE, See instructions. Remaining uncerdistrbations for 2019, Subtract Tines 3h and db from line 1. Ifthe amount is greater than zero, explain in Part VI. See instructions. 7 Excess distributions carryover to 2020. Adé lines 3) and 4c, @ Breakdown of ine 7 @_Excess from 2015... + > b_ Excess from 2016, + + + &_Excess from 2017. d_ Excess from 2018, Excess from 2039. "Schedule A (Form 550 cr SO0-EZ) (2018)Additional Data Software ID: Software Version EIN: 23-7327730 Name: THE HERITAGE FOUNDATION Schedule A (Form 990 or 990-£2) 20%: Page 8 ‘Supplemental Information. Provide the explanations required by Part Il, ine 10; Part il, ine 17a or 17b; Pareill, line 12) Part IV, Section &, lines i, 2, 3b, 3c, 4b, 4c, Sa, 6, 92, 9b, Sc, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1) Part IV, Section D, lines’? and 3; Part IV, Section €, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E; lines 2, 5, ané'6. Also complete this part for any additional information. (See instructions) [ Facts And Greumstances TestSCHEDULE C Political Campaign and Lobbying Activities LOMB No. 1545-0087 ‘Open to Public parece Complete if the organization is described below. PAttach to Form 990 or Form 990-E2. '>Go to wwwnirs.gov/Form990 for instructions and the latest information. Department ofthe Teesiry intral Reve Service ifthe organization answered "Yes" on Form 890, Part IV, Line 3, of Form 880-EZ, Part V, line 46 (Political Campaign Activities), then ‘Section 501(¢\3) organizations: Complete Parts I-A and B. Do nat complete Part I. "¢ Section 501(¢) (other than section 50%(6)(3) organizations: Complete Parts |-A and C below. Do not complete Part -B. « Section 527 organizations: Complete Part -A only. Ifthe organization answered "Yes" on Form 990, Part IV, Line 4, or Form 980-E2, Part VI, line 47 (Lobbying Activities), then «# Section 501(\(3) organizations that have filed Form 8768 election under section 50 (h)): Complete Part I-A. Do not complete Part I-8 « Section 501(0)(3) organizations that have NOT fied Form 5768 (election under section 501(h): Complete Par I-8, Do not complete Part IA Ifthe organization answered "Yes" on Form 880, Part IV, Line & (Proxy Tax) (see separate instructions) or Form 880-EZ, Part V, line 35¢ (Proxy Tax) (see separate instructions), then 1 Section 504()(4, (5). of (6) organizations: Complete Part Name of the organization Employer identification number 23-7327730 [EIRERY Complete 1 the organization is exempt under section 50i(c) or is a section 527 organization. 1 Provide a description of the organization's direct and indirect political campaign activities In Part IV (see instructions for defiition of “political campaign activities") 2 Political campaign activity expen 1 (see instructions) ys 3. Volunteer hours for political campaign activi ‘Complete if the organization 3s (see instructions) ‘exempt under section 501(c)(3). 1 Enter the amount of any excise tax incurred by the organization under section 4955 > Enter the amount of any excise tax incurred by organization managers under section 4955 » 3. If the organization incurred a section 4955 tax, did It lle Form 4720 for this year? .reeseesse Cves CIno 4a Vlas a correction made? Oves Ono b_ie"yes," describe in Part 1. Complete if the organization is exempt under section 501(c), except section 501(¢)(3)- 4 Enter the amount directly expended by the fling organization for section 527 exempt function activities... PB $ 2 Enter the amount ofthe fling organization's funds contributed to other organizations for section 527 exempt function activities > 8 2 Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 176 - s 4 Did the fling organization file Form 1120-POL for this year? Lvs Uno 5 Enter the names, addresses and employer identification number (EIN) of all section $27 political organizations to which the filing ‘organization made payments, For each organization listed, enter the amount paid from the fing organization's funds. Also enter the amount of political contributions received that were promatly and directly delivered to a separate political organization, such as a separate segregated fund or a politcal action committee (PAC). If additional space is needed, provide information in Part IV. (@) Name (b) Address (EIN | (d) Amount paid from | (e) Amount of poltical filing organization's | contributions received funds. Ifnone, enter | and promptly and .. directly delivered to a separate political organization. If none, enter -0~ a on 0 EF DOSSchedule C (Form 990 or 990-£2) 2019 Page 2 EEEEEEEY Complete if the organization is exempt under section 50i(c)(3) and filed Form 5768 (election under section 503(h)). A Check » D1 ifthe filing organization belongs to an affiliated group (and list in Part IV each affliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). B_Check_» [1 ifthe filing organization checked box A and "limited control" provisions apply. Ta) Fling] (B) Affiated grous its on Lobbying Expenditures organization's ‘totals (The term “expenditures” means amounts paid or incurred.) totals “Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 4a and 15) Other exempt purpose expenditures | ‘Total exempt purpose expenditures (add lines ic and 1d) | Lobbying nontaxable amount, [if the amount on line Je, column (a) oF (B) ter the amount from the fallowing table in both 1,000,001 [fhe lobbying nontaxable amount Fick over $500,000 10% oft amount on ine Te [Over $500,000 but not over $1,000,000 700,000 plas TSS ofthe excess over $500 000 [over $1,000 000 But nek over #1 500,000 175,000 plas T0% af the cess over $1 000,000. [Bver $17,000,000 7 000 000. Grassroots nontaxable amount (enter 25% of line 1f) 250,00 Subtract line 1g from line 1a, If zero or less, enter -0- ct line Af from line te. If zero of less, enter -0- ere ican amount other than zero on either line 1h oF line did the organization file Form 4720 reporting section 4911 tax for this year? . ee . 7 O ves O no 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 separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year Leet (a) 2016 (b) 2017 (2018 | (a) 2019 (e) Total 2a _Lobaying nontaxable amount 1,000,000 000,009 1,000,000 1,000,000 4,000,000, b Lobbying ceiling amount «6,000,000 (150% of line 2a, column(e)) €__Total lobbying expenditures Grassroots nontaxable amount 250,000] 250,000 250,000] 250,000] 1,000,000 fe Grassroots ceiling amount 1,500,000 (450% of line 2d, column (e)) cae £ Grassroots lobbying expenditures Schedule Seon 590 Cr eOLERT D018”Schedule C (Form 980 or 990-£2) 2018 page 3 EEZEESEEY complete if the organization is exempt under section S0i(e)(3) and has NOT filed Form 5768 (election under section 303(h)). For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying a a activity. Yes | No ‘Amount 1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, incuding any attmpt to Inence public opinion on a leglslative mates or referendum, through the use of: a Volunteers? bb Pad staff or management {Inude compensation In expenses reported on Woes ie trough 31? Media advertisements? 4 Mallngs to members, legislators, or the pub? Publications, or published or brosdcatt statements? Grants to other organizations for lobbying purposes? 9. Direct contact wth legislators, ther statis, government officials, ova legilative body? fh alles, demonstrations, seminars, conventions, speeches, lectures, or any similar means? i Other activities? j Total. Add lines 1c through 1i 2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? bb 1f"¥es enter the ameunt of any tax incurred under section 4912 €1f"¥4s" enter the amount of any tax incurred by organization managers under section 4912 4_f the fing organization incurred a section 4912 tax, ci It fe Form 4720 for ths year? ‘Complete if the organization is exempt under section 501(c)(4), section S0i(c)(S), or section 501(c)(6). Yes [No 4. Were substanily all (20% or more) dues received nondeducible by members? z 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? z Did the organization agree to carryover lobbying and polical expencitures from the prior year? 3 EEE Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes.” Dues, assessments and similar amounts from members 2. Section 162(e) nondeductile lobbying and poltical expenditures (do not include amounts of political expenses for which the section 527(F) tax was paid). a Current year b Carryover from last year. © Total 2. Aggregate amount ceported in section 6033(e)(1)(A) neice of nondedutible section 362(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductble lobbying and political expenditure next year? ‘Taxable amount of lobbying and political expenditures (see instructions) 7 2a 2b [Be] z BEXEEGME Supptementar totormation Provide instructions), and Pare I line 1, Also, complete this part for any additional information. the descriptions required for Part FA, line 1; Part MB, line 4; Part -C line 5; Part II-A (affllated group list); Part I-A, ines 1 and 2 (see Return Reference Explanation die © Foe 590 wr SSOEF OID[efile GRAPHIC print - DO NOT PROCESS | As Filed Data -| DLN: 9349321006110) ‘OMB No, 1545-0047 ete Supplemental Financial Statements > complete the organization anawarad "ay" on Form 99, 2019 Part IV; line 6, 7,8, 9, 10, 11a, 11b, 11c, Lid, 146, 11f, 12a, or 12b, Deparment ofthe Teas > attach to Form 990, Cer naa even Sei > Go to muwwirs.gov/For990 for instructions and the latest information. ee Name of the organization Employer identification number THE HERITAGE FOUNDATION 23-7927730 MEME Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 6 (a) Boner advised finds Toy Fonds an other acco ‘Total number at end of year . Aggregate value of contributions to (during year) Aggregate value of grants from (during year) ‘Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assats held in donor advised funds are the ‘organization's property, subject to the organization's exclusive legal control? : O vee O wo 6 Did the organization inform all grantees, donors, and doner advisors in writing that grant funds can be used only for charitable purposes and ret for the benefit of the donor or danor advisor, or for any other purpose canferring impermissible private benefit? O ves O no [EEMETE Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 4 Purpose(s) of conservation easements held by the organization (check all that apply) C1 Preservation of land for public use (e.9., recreation or education) [1 Preservation of an historically important land area 1 Protection of natural hat 1 Preservation of a certified historic structure CO Preservation of n space 2 Complete lines 2a through 2d ifthe organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Year a Total number of conservation easeme: 2a bb Total acreage restricted by conservation easements I 2b ‘¢ Number of conservation easements on a certified historic structure inclused In (a)... 2e 4. Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic [2a structure listed in the National Register 2 Number of conservation easements mocified, transferred, released, extinguished, of terminated by the organization during the tax year » 4 Number of states where property subject to conservation easement s located P Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Oves Ono 6 Staff and volunteer hours devoted to monitoring, Inspecting, handling of violations, and enforcing conservation easements during the year » 7 Amount of expenses incurred in monitoring, inspecting, hancling of violations, and enforcing conservation easements during the year me 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section £70(h)(4)(8)H) and section 170(h)(4)(8)()? Oves Ono 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, anc include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements, ‘Organizations Maintaining Collections of Art, Historical Treasures, or Other Si Complete if the organization answered "Yes" on Form 990, Part IV, line 8 1a Ifthe organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XII, the text of the footnote to its financial statements that describes these items. b_ Ifthe organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenue included on Form 980, Part VIII, ine 1. - 5 Lbs lar Assets. (Assets included in Form 990, Part X ar) 5 ms 2. If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide following amounts required to be reported under SFAS 116 (ASC 958) relating to these items @ Revenue included on Form 990, Part VIII, line 1 oer 5 ms b__Assets included in Form 990, Part X - - : I bs For Pavanwork Reduction Acl Notice sae the Insinuctions Jor Form S507 Sap NS EDSSSD Schedule D VFa SSO DISSchedule D (Form 990) 2039 page 2 (EEE organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (contrued) 3. Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply) 2 11 Public exhibition 1 Loan or exchange programs C1 Scholarly research © 0 other © 1 Preservation for re generations 4 Provide a description of the organization's collections and explain how they further the organization’s exempt purpose in are XI 5 During the year, dd the organization solict or receive donations of art, historical treasures or other similar ‘esets to be sold to raise funds rather than fo be maintained ae part of the organization's colection?. Dyes Ono EEMETE Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Farm 990, Part X2 ves Ono b If "Yes," explain the arrangement in Part XIII and complete the folowing table: ‘Amount, © Beginning balance. . . . te 4 Additions during the year 5 5 ... (ae © Distributions during the year : te 1 Ending balance af 2a _Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?... Clyes [No explanation has been provided in Part xi... O] b__1F"¥es," explain the arrangement in Part XIII. Check here if Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (2) Current year _[ (b) Prior year | (e) Two years back [(a) Three vents back] (e) Four years back 4a Beginning of year balance». 160,512,609] 173,622,149) 151,164,944] 142,750,132] 145,231,705 bb Contributions... 23,295 514 5,850,506) 2,387,800] 2885,25 3,206,082 € Net investment earnings, gains, and losses 25,30, 7] T5799] 75,290,193] 75,082 409 TS9 5D d Grants or scholarships fe Other expenditures for facilities nd programe 10,502,424] 7,595,006] 7,295,013] 6,526,765 5,168,896 f Administrative expenses. = 716769 726.459] Ts 7] 305] mae 9 End of yearbalancee = 6. 206,439 564 160,512,607) 173,622,109] 751,564 4] 192,750,032 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as a Board designated or quasivendowment ® 65.980 % Permanent endowment ® 14,060 % Temporarily restricted endowment ® 19.950 % ‘The percentages on lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not in the possession of the organization that are held and administered for the ‘organization by! Yes | No (i) unrelated organizations © 6 6 ee 3at No ii) related organizations ©. ee ee ee Salil) No IF "Yes" on 3a(l), are the related organizations lsted as required on Schedule R? © ss - ee we 3b ns endowment funds. 4 Describe in Part XIII the intended uses of the organiz EXERGY tana, Buildings, and Equipment. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 113, See Form 990, Part X, line 10 Deserption of property CG) conte ter baat (B) Coto ae a (ter | (6) Acute deprecnon (a) Book value faland ss 17898,700 12,808,700 b Buildings... 196,515,015] Base 5a 75,958,025 € Leasehold improvements e other. swe 3,002,676] 2,784,087 Te.ast Total. Add ines 1a through Le, (Column (a) must equal Form 950, Part X, column (B), ine 1001)». wis3.974 Schedule D (Forum 59012019.Schedule 0 (Form 990) 2019 Page 3 [EWEUH Investments—Other Securities, Complete if the organization answered "Yes" on Form 990, Part IV, line 11b.See Form 990, Part X, line 12. (a) Description of security or category (b) Beok value (€) Method of valuation (including name of security) Cost or end-of-year market value (2) Financial derivatives tee (2) Closely-held equity interests... (3) Other (8) INVESTMENTS IN MUTUAL FUNDS & LPS 191,289,105] F (8) TRUSTS & ANNUITIES 15,880,002, F © oO © © @ w Total, (Colin (b) must equal Form 980, Pare %, cal (8) Ine 12.) >| 207,179,107] GSearIT tnvestments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11¢. See Form 990, Part X, line 13. (a) Description of investment (b) Book value | _(€) Method of valuation Cost or end-of-year market value @ @ @ @ So © ” @ o Total. (Column (6) must equal Form 999, Part X,eol.(B) Ine 13.) » EAMES Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 146. See Form 990, Part X, line 15. (a) Description (b) Book value @ @ @ @ oS © 7 @ ) Total. (Column (b) must equal Form 980, Part X, col(B) fine 15.) ‘Other Liabilit Complete if the organization answered 'Yes' on Form 990, Part IV, line Le or 11f,See Form 990, Part X, line 25. 1 (a) Description of liability (b) Book value () Federal Income taxes @ So © a @ © Total, (Cotarn (o) mast equal Form 950, Port, eal) ire 75 > 33,659,552 2, Lablty for uncertain tax positions. In art NI provide the tox of the Tootnote to the organleatonsfinandal datements that reports the ergarization'shabilty for uncertain tax postions under FIN 48 (ASC 740). Check here ifthe text ofthe footnote has been provided in Pat XIU 01DSchedule D (Form 990) 2019 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return, Complete ifthe organization answered ‘Yes’ on Form 990, Part IV, line 12a 1 Total revenue, gains, and other support per audited financal statements. + + + + + + 149,090,072 2 Amounts included on line 1 but net on Form 980, Part VII, line 22 a Net unrealized gains (losses) on investments... 2a 26,833,929 b Donated services and use offaciities ©. ses ee a 2b © Recoveries of prior yeargrants . 6s 6 ee ee 2e Other (Describein PartXIIL) 2 2 ee ee 2d “350,629 @ Addlines 2athrough2d. 2 2 ee ee or 2e 25,983,311 2 Subtract line Qefromlineh se ee ee 2 3,106,761 4 Amounts included on Form 980, Part Vill, line 12, but not on line 2: 2 Investment expenses not included on Form $90, Part VII, line 76 - 4a 1,043,789 Other (Describein Part MIL) © 2 ee 4b 72,289,348 © Addlinesdaand4b. . 2 2 ee 4c -245,559 5 Total revenue, Add lines 3 and 4c, (This must equal Form 990, Part I ine 12.) 7 5 2,863,202 EEMESH Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered ‘Yes’ on Form 990, Part 1V, line 12a. 1 Total expenses and losses per audited financial statements. 0s ee te ee ee i 76,216,308 2 Amounts included on line 4 but not on Form 990, Part IX, line 25: a Donated services and use offaciities . 1 ee ve 2a b Prior yearadiustments . 5. see ee ee 2b © Otherlosses se ee ee ee ee |e 4 Other (Describe in PartXM) 6 6 ee ee ee 2d 7,209,348 © Addlines 2athrough2d se se ee ee 2e 1,289,348 3 Subtractline ZefromlineL ss ee ee ee 3 76,928,961 4 Amounts included on Form 990, Part 1X, line 25, but net on line 4: @ Investment expenses not included on Form 990, Part VIII, ine 7o « 4a 1,043,789 Other (Describein PartXII.) 6 ee ee ab Addlines4aand4b. 6 6 6 ve ee 4c 1,043,789 5 Total expenses, Add lines 3 and de, (This must equal Form 990, Part I line 18.) » +» + + = 5 77,972,750 [ZEEseg Supplemental information Provide the descriptions required for Part 1, lines 3, 5, and 9; Part II, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XI, lines 24 and 4b. Also complete this bart to provide any additional information. Return Reference Explanation ‘See Additional Data Table “Schedule D (Form 990) 2019Schedule D rr 990) 2019 Page 5 ‘Supplemental Information (continued) Return Reference Explanation Schedule D (Form 990) 2019.Additional Data Supplemental Information Software ID: Software Version: EIN: 23-7327730 Name: THE HERITAGE FOUNDATION Return Reference Explanation PART V, LINE 4 THE LONG-TERM INVESTMENT FUND, CONSISTING OF MULTIPLE FUNDED PROGRAMS, GENERAL BOARD DESIG NATED FUNDS, AND OPERATING RESERVES, HAS BEEN ESTABLISHED IN ORDER TO SUPPORT THE GROWTH A ND OPERATIONS OF THE HERITAGE FOUNDATION ("THE FOUNDATION"). THE INVESTMENTS IN THE FUND W ILL BE MADE FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION. INDIVIDUAL DONOR-RESTRICTED FUNDS WILL BE GOVERNED BY THE TERMS OF THEIR GOVERNING PLAN DOCUMENTS. SEPARATE ACCOUNTING IS M AINTAINED FOR EACH FUND. FUNDS ARE USED ANNUALLY TO SUPPORT PROGRAMS IN ACCORDANCE WITH TH E FOUNDATION'S SPENDING POLICY OR AS STIPULATED BY THE DONOR(S). THE LONG-TERM FUND INCLUD ES A PERMANENT FUND, ESTABLISHED BY THE BOARD OF TRUSTEES, WITH THE MAIN OBJECTIVE OF LONG “TERM GROWTH OF CAPITAL IN ACCORDANCE WITH DONOR WISHES. THE PERMANENT FUND IS INCLUDED IN THE CALCULATION OF ANNUAL DRAWS USED TO SUPPORT THE OPERATIONS OF THE FOUNDATION.Supplemental Information Retum Reference Explan PART X, LINE 2. "THE FOLLOWING IS THE FIN 48 (ASC 740) FOOTNOTE CONTAINED IN THE HERITAGE FOUNDATION'S ("TH FOUNDATION") CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2 019; THE HERITAGE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES, UNDER SECTION 50:(A), AS AN ENTITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE HERITAGE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PUB LIC CHARITY AND IS NOT A PRIVATE FOUNDATION. CONTRIBUTIONS TO THE HERITAGE FOUNDATION ARE DEDUCTIBLE FOR FEDERAL INCOME, ESTATE AND GIFT TAX PURPOSES. INCOME WHICH I5 NOT RELATED T (0 EXEMPT PURPOSES IS SUBJECT TO TAX. THERE WAS NO SIGNIFICANT NET UNRELATED INCOME TAX DUR ING THE YEARS ENDED DECEMBER 31, 2019 AND 2018, RESPECTIVELY. 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC AND INTERN HOUSING, LLC ARE LIMITED LIABILITY COMPANT ES WHOSE SOLE MEMBER IS THE HERITAGE FOUNDATION. CONSEQUENTLY, 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC AND INTERN HOUSING, LLC ARE DISREGARDED ENTITIES FOR FEDERAL AND STATE INCOME TAX PURPOSES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION ‘SAND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADU STMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS,Supplemental Information Return Reference Explanation PART XI, LINE 2D - OTHER UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAPS -417,070. CHANGE IN VALI ADJUSTMENTS: AGREEMENTS ~432,748, OF SPLIT-INTERESTSupplemental Information Return Reference Explanation PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPEN: FROM RENTAL ACTIVITIES -1,289,346.Supplemental Information Return Reference Explanation PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPEN: FROM RENTAL ACTIVITIES 1,209,248,iconn coal Li Statement of Activities Outside the Uni > Complate ifthe organization answered "Yes" to Form 990, Part 1V, Revenue Service Name of the organization THE HERITAGE FOUNDATION [efile GRAPHIC print - DO NOT PROCESS. DLN: 9349321100610) ited States Tine 14b, 15, or 16. information. 23-7327730 ‘OMB No, 1545-0047 2019 Pes based Employer identification number General Information on Activities Outside the United States, Complete the organization answered "Ves" on Form 990, Part 1V, line 14b. 1 For grantmakers. Does the organization maintain records to substantiate the amount tof its grants and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? outside the Unites States 3. Activites per Region. (The following Part I, line 3 table can be duplicated if additional space Is needed.) O ves O no For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance (2) Region () Number ot | (e) Number of | (a) Activities conducted in (a) f actityHsted in (2) sa] (1) Total expenditures affees inthe Jamlavess, agers region (by tye) (such as, | "program serve, cesenbe || Tor and investments contractors in the [se investments, grants] service(s) in the region Fesion | torecpients located in he See Addl Data 3a Sub-total q 446,770 Total from continuation sheets to Pare d 5,193,366 ¢ Totals (acid lines 3a and 3b) d of 5,640,134 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50082W _ Schedule F (Form 990) 2019Schedule F (Form 990) 2019 EEEEH Grants and Other Assistance to Organizations or Enti 35 Outside the United States, Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed. Page 2 4 (a) Name of | (b) IRS code (©) Region (a) Purpose of (e) Amount of (Manner of (9) Amount (h) Description (@ Method of organization ‘ection ‘grant cash grant cash ‘of noncash ‘of noneash valuation and EIN (iF disbursement assistance assistance (book, FMV, applicable) appraisal, other) 2 Enter total numberof recipient organizations listed above that are recognized es charts by the foreign country, recognized as tax- exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . 3_ Enter total number of other organizations or entities > » ———Schedule F (Form 990) 2019 Page 3 Grants and Other Assistance to Individuals Outside the United States, Complete Ifthe organization answered "Ves" on Form 990, Part Iv, ine 16. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Region (e) Number of (4) Amount of ‘cash grant (@) Manner of cash ‘disbursement (A) Amount of ancash assistance (9) Description ‘of noneash (h) Method of ‘valuation (book, FMV, appraisal, ather) ‘Schedule E (Form 990) 2019Schedule F (Form 990) 2019 EEE Foreign Forms 1 Page 4 \Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the erganiation may be required to le Farm 826, Return bya U.S Transfer of Property toa Foreign Corporation (see Instructions for Form 926) 5 5 5 : Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately fle Form 3520, Annual Return to Report Transactions nith Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990) 5 : Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S, Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471) Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifed Electing Fund. (see Instructions for Form 8621) Did the organization have an ownership interest in a foreign aartnership during the tax year? If "Yes," the ‘organization may be required to file Form 8865, Return of U.S. Persons with Respect to Cartain Foreign Partnerships (see Instructions for Form 8865) Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the ‘organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990). 5 5 5 : : Oves Oves Oves Oves Oves Oves no Uno no Ano No “Schedule F (Form ®D0) 2010.Schedule F (Form 990) 2019 BEEEA Suppiementar tnformation Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting methoa; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part If] (accounting Page 5. method); and Part IIT, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions. 990 Schedule F, Supplemental Information Return Reference Explanation PART Ill ACCOUNTING METHOD.Additional Data Form 990 Schedule F Part I - Acti Software ID: Software Version: EIN: 23-7327730 Name: THE HERITAGE FOUNDATION 1S Outside The United States (2) Region (©) Number of | (c} Number of | (4) Activities conducted | (e) If activity isted in (@) | (F) Total expenditures ‘offices in the | employees or | in region (by type) (Le., | is @ program service, for region region agents in | fundraising, program” | describe specific type of Fegion services, grants to service(s) in region recipients located in the region) CENTRAL AMERICA AND THE 0 0 [PROGRAM SERVICES RESEARCH, MEDIA & 7310 CARIBBEAN |GOVERNMENT RELATIONS, lAND EDUCATION EAST ASIA AND THE PACIFIC i 0 |PROGRAM SERVICES _[RESEARCH, MEDIA & 134,367 IGOVERNMENT RELATIONS, JAND EDUCATIONForm 990 Schedule F Part I - Activities Outside The United States (2) Region (8) Number of (6) Number of (@) Activities cond " (2) If activity listed in (a) (A) Total expenditures ‘offices in the | employees or | in region (oy type) (ie., | is a program service, for region region agents in | fundraising, program’ | describe specific type of Fegion services, grants to service(s) in region recipients located in the region) EUROPE (INCLUDING ICELAND 0 0 |PROGRAM SERVICES RESEARCH, MEDIA & 237,823 & GREENLAND) GOVERNMENT RELATIONS, JAND EDUCATION MIDDLE EAST AND NORTH 0 O|PROGRAM SERVICES RESEARCH, MEDIA & 15,193 AFRICA |GOVERNMENT RELATIONS, |AND EDUCATIONForm 990 Schedule F Part I - Activities Outside The United States (2) Region (8) Number of (6) Number of " (@) Activities cond (2) If activity listed in (a) (A) Total expenditures ‘offices in the | employees or | in region (oy type) (ie., | is a program service, for region region agents in | fundraising, program’ | describe specific type of Fegion services, grants to service(s) in region recipients located in the region) NORTH AMERICA ° 0 [PROGRAM SERVICES |RESEARCH, MEDIA & Faz GOVERNMENT RELATIONS, JAND EDUCATION RUSSIA AND NEIGHBORING 0 O|PROGRAM SERVICES RESEARCH, MEDIA & 18,130 STATES |GOVERNMENT RELATIONS, |AND EDUCATIONForm 990 Schedule F Part I - Activities Outside The United States (2) Region (8) Number of (6) Number of " (@) Activities cond (2) If activity listed in (a) (A) Total expenditures ‘offices in the | employees or | in region (oy type) (ie., | is a program service, for region region agents in | fundraising, program’ | describe specific type of Fegion services, grants to service(s) in region recipients located in the region) ‘SOUTH AMERICA ° 0 [PROGRAM SERVICES |RESEARCH, MEDIA & 20,082 GOVERNMENT RELATIONS, JAND EDUCATION SOUTH ASIA 0 O|PROGRAM SERVICES RESEARCH, MEDIA & 12,653 |GOVERNMENT RELATIONS, |AND EDUCATIONForm 990 Schedule F Part I - Activities Outside The United States (a) Region (8) Number of ‘offices in the (6) Number of (@) Activities conducted (@) If activity listed in (a) (A) Total expenditures employees or | in region (by type) (ie., | is 8 program service, for region region agents in | fundraising, program | describe specific type of Fegion services, grants to service(s) in region recipients located in the region) ‘SUB-SAHARAN AFRICA 0 0 [PROGRAM SERVICES |RESEARCH, MEDIA & 7,850 |GOVERNMENT RELATIONS, JAND EDUCATION CENTRAL AMERICA AND THE 5 O |iNvESTMENTS 5191514[efile GRAPHIC print - DO NOT PROCESS: DLN: 9349321100610) oma asoer ven ay Supplemental Information Regarding UB No, PASO? orm oe ores Fundraising or Gaming Activities 201 9 rar ‘organization entered mote than $15,000 on Form 990-7, line 63 Deparment of te Teas tach to Form 90 or fom 95082, 7 tesa Revenwe Servi, ee eee ree Foetal Hamme ofthe organiaiton Employer Wentification number THE HERITAGE FOUNDATION 23-7327730 EEEEEE Fundraising activities. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 17. Form 990-E2 filers are not required to complete this part. 1 Indicate whether the organization raised funds through any of the Following activities. Check all that apply. a © Mall solicitations ¢ & Solictation of non-government grants b- Z] Internet and email solictations £ Solicitation of government grants © © Phone solicitations 9 C1 Special fundraising events dL] Inperson solic 2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees for key employees listed in Form 990, Part Vit) or entity in connection with professional furcraising services? 71 ves No If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization, (i) Name and address of individual] (if) Activity it) Bid (iv) Gross receipts | (v) Amount paid to | (vi) Amount paid to or entity (fundraiser) fundraiser have | from activity (or retained by) (or retained by) ‘custody or fundraiser listed in ‘organization contributions? cot Yes_| No CONSULTANTS ON ODELL SIMMS & LYNCH INC [DIRECT MATL 1593 SPRING HILL ROAD [PROGRAM ee No 11,040,097] 607,958] 10,432,139, TYSONS CORNER, VA 22182 TELEMARKETING GIVE RIGHT INC PROGRAMS & 1200 WILSHIRE BLVD SUITE [THANK YOU 7 eee) Pot ow iUPst No 210 1,303,585] 2,837,625 LOS ANGELES, CA 90017 ICONSULTANTS OWT WARFIELD & WALSH INC [DIRECT MAIL 601 S WASHINGTON STREET [PROGRAM No 2,403,169] 315,185 2,087,984 ALEXANDRIA, VA 223143004 MARKETING & ‘THREE CREATIVE INC FUNDRAISING 10211 WINCOPIN CIRCLE 100 No 41,104,319] 155,042| 949,277 COLUMBIA, MD 21044 ICONSULTANTS ON HSP DIRECT bbrrect man 20130 LAKEVIEW CENTER [PROGRAM 5 asa surTe No 158,900] 26,244] 132,656 ASHBURN, VA 20147 Total > 18,647,695] 2,408,014] 16,239,661 '3_ Ustall states in which the organization is registered or licensed to solicit contributions or has been notified itis exempt from registration or licensing. AK, AL, AR, CO, CT, DC, FL, HI, IL, KS, KY, LA, MA, MD, ME, MI, MS, MO, NC, ND, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WI, WY, a TTT aaa Soe oe.