Donors Trust, Inc
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try Form 990 OMB No 1545-0047 Return of Organization Exempt From Income Tax 2013 Under section 501(c), 527, or 4941(a)(1) of the Internal Revenue Code (except private foundations) Do not enter Social Security numbers on this form as it may be made public Open to Public Department of the Treasury Internal Revenue Service Information about Form 990 and its instructions is at www.irs.gov/form990. Inspection A For the 2013 calendar year, or tax year beginning 2013, and ending D Employer Identlnwtion Number B Check d applicable C Nameoforganvahon Donors Trust, Inc. Address change Doing Business As 52-2166327 Name change Number and street (or P 0 box if mail is not delivered to street address) Room/suite E Telephone number Initial return 109 North Henr y Street (703) 535-3563 Terminated City or town, state or province , country, and ZIP or foreign postal code Amended return Alexandria VA 22314-2903 G Gross receipts $ 120, 917, 890. Application pending F Name and address of principal officer H(a) Is this a group return for subordinates? Yes X No VA H(b) Are all subordinates included? Yes No Whitne L. Ball 109 North Henr y Street Alexndria 22314 If 'No; attach a list (see instructions) I Tax-exempt status I X 1 501(c)(3) 501(c) ( )' (insertno) 494' (a)(1) or 527 DO. J Website : ► www..donors trust. or H(c) Group exemption number K Form of organization X Corporation Trust Association Other" L Year of formation 1999 M State of legal domicile MD (Parti Summary 1 Briefly describe the organization 's mission or most significant activities SUPPORT CHARITIES & SPONSOR PROGRAMS ----------------------------- WHICH _A_LLE_V_I_AT_E,------------------------------_ T_H_R_OU_G_H_ E_D_U_CA_T_I _ON_,_ _RE_S_E ARCH&PRIVATE INIT_IATIV_ES,SO_CIETY_' S MO S T PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, _ HEALTH, --- -------------------- -------------------------------- E ENVIRONMENT, ECONOMICS, GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE .- -------- ------ 0 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets. 0 3 Number of voting members of the governing body (Part VI , line 1 a ) . .. .. 3 4 °a 4 Number of independent voting members of the governing body (Part VI , line 1 b ) . .. 4 3 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a ) . .. 5 6 6 Total number of volunteers (estimate if necessary) . .. .. 6 0 , 7a Total unrelated business revenue from Part VIII, column (C), line 12 . .. .. 7a 0. b Net unrelated business taxable income from Form 990-T, line 34 . .. 7b Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h ) ..... .. ... ... ... ........ 45, 908, 735. 103, 380, 831 . 9 Program service revenue (Part VIII , line 2g ) . .. .. 767, 884. 726,430. N. 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) . .. 882, 588. 425,939. 11 Other revenue (Part VIII , column (A), lines 5, 6d, 8c, 9c, 1 Oc, and 1 le ) . .. 12 Total revenue - add lines 8 through 11 (must equal Part Vill, column (A), line 12 ) .. .. 47, 559, 207. 104, 533, 200 . 13 Grants and similar amounts paid (Part IX , column (A), lines 1 -3) . .. 40, 276, 542. 38, 475, 416. 14 Benefits paid to or for members (Part IX, column (A), line 4) . 15 Salaries , other compensation , employee benefits ( Part IX, column (A), lines 5-10) . .. 689, 028. 786,797. o 16a Professional fundraising fees ( Part IX, column (A), line 11e) . 0 b Total fundraising expenses (Part IX, column (D), line 25) 1, 251,287. 17 Other expenses ( Part IX, column (A), lines 11a-11d, 11f-24e) . .. .. 2, 141, 416. 427,369. 18 Total expenses Add lines 13- 17 (must equal Part IX, Ir mnf,(^ 6 25) - =1 4 3 10 6, 9 8 6 . 3 9 , 6 8 9 , S 8 2 . 19 Revenue less expenses Subtract line 18 from line 4, 452, 221. 64,843,618. c V I Beginning of Current Year End of Year am 20 Total assets ( Part X, line 16) ............ 30, 679, 673. 102, 089, 508. 5 21 Total l iabilities (Part X, line 26) . .. .. .. ... .. ^. 6 5, 54 2 . 12,901. " 22 Net assets or fund balances . Subtract line 21 from line 20 30, 614, 131. 102, 07 6, 607 . Part II Sig nature ^.^ Under penalties of perjury, I d r ig schedules and of my knowledge and belief, it is true, correct, and complete Declaration of pr re i [parer has any kn Fi Sign si Here Ehi t I L Type or pr r r Pnnt/Type pre{ Paid Preparer Firm's name Use Only Fmn's address BAA For Paperwork Reduction Act Notice, see the separate Form 990 (2013 ) Donors Trust, Inc. 52-2166327 Paget Part I Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III . ... ... .. I Briefly describe the organization 's mission SUPPORT CHARITIES-& SPONSOR PROGRAMS ---------------------------------------------------------------- WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH & PRIVATE INITIATIVES, SOCIETY'S MOST ----------------------------------------------------------------- See Form 990 , Pate 2_Part III, Line 1 icontinued) ------------------------------------------ 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ' . .. ... .. ... .. .. .. [ Yes No If 'Yes,' describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts , any program services? . .. Yes No rX1 If 'Yes,' describe these changes on Schedule 0. 4 Describe the organization 's program service accomplishments for each of its three largest program services, as measured by expenses Section 501 (c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others , the total expenses , and revenue , if any, for each program service reported. 4 a (Code ) ( Expenses $ 38, 492 , 071. including grants of $ 37, 913, 883. ) (Revenue $ 0. ) DAF PROGRAM DONOR ADVISED-FUND -(DAF)-PROGRAM-ALLOWING-DAF-CONTRIBUTORS TO ------------------------------------------------------------A ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, ----------------------------------------------------------------- RESEARCH-AND-PRIVATE-INITIATIVES,-SOCIETY'S MOST-PERVASIVE AND RADICAL NEEDS, ------------------------------------------------------------ INCLUDING THOSE RELATING TO SOCIAL WELFARE, - HEALTH,- ENVIRONMENT, - ECONOMICS - GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE --------------------------------------------------------------- PRIVATE PHILANTHROPY-AND-INDIVIDUAL GIVING AND RESPONSIBILITY ANSWER TO --------------------------------------------------------------AS-AN SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- 4b (Code ) (Expenses $ 123, 030. including grants of $ 0. ) (Revenue $ 0. TALENT MARKET (TM). A FREE TALENT RECRUITMENT PROGRAM ----------------------------------------------------------------- AVAILABLE TO CHARITIES WHOSE MISSIONS ALIGN WITH ---------------------------------------------------------------- DONORSTRUST'SCHARITABLE MISSION. ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- 4 c (Code ) (Expenses $ 495,433. including grants of $ 486 , 433 . ) (Revenue $ 0. ) DAN SEARLE FELLOWSHIPS IN ECONOMICS (DSEFP) -(Part-of DAF program) ----------------- FELLOWSHIP FUNDS-ARE-AWARDED-TO UNIVERSITIES-FOR-NEWLY ------------------------------------------------------------ MINTED PHDS INTERESTED IN SPENDING TWO YEARS AS POST- ----------------------------------------------------------------- DOCTORAL-RESEARCH ASSISTANCE- _ ------------------------------------------ ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- 4 d Other program services (Describe in Schedule 0.) (Expenses $ including grants of $ ) (Revenue $ 4e Total program service expenses ► 39,110,534. BAA TEEA0102 07/02113 Form 990 (2013) Form 990 (201 Page 3 IV ors Trust, Inc. 52-2166327 Part IV C of Reauired Sched Yes No I Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If Yes,' complete Schedule A .......................................................... 1 X 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . .. .. .. 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates