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Sign Preparer Form 990 2014 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. pito Public Information about Form 990 and its instructions is at www.irs gov/form990 - inspection A For the 2014 calendar year, or tax year beginning , 2014 , and ending B Check if applicable C Name of organization Donors Trust, Inc. D Employeridentirication number X Address change Doing business as 52-2166327 Name change Number and street (or P 0 box if mail is not delivered to street address) RoorNsute E Telephone number Initial return 1800 Dia g onal Rd 280 (703) 535-3563 Final returnltermmated City or town, state or province , country, and ZIP or foreign postal code Amended return Alexandria VA 22314 G Gross receipts $ 89, 249 , 953. Application pending F Name and address of principal officer H(a) Is this a group return for subordinates ? Yes No H(b) Are all subordinates include Yes N No Lawson R . Bader 1800 Dia onal Rd Ste 280 Alexndria VA 22314 If No,' attach a list (see insVUCbons) H I Tax-exempt status I X1 501(c)(3) 1 501(c) ( )' (insert no ) 4947 (a)(1) or 1 527 J Website' ► www.donorstrust.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 Part I''. li Summary 1 Briefly describe the organization 's mission or most significant activities: SUPPORT CHAR I TIE S & S PON S OR P ROGRAMS WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH & PRIVATE INITIATIVES, SOCIETY'S MOST --------- ----------------------- ------------------------------ _PER_VAS_ _I_V_E _A_ND_ _ __ __ _ SOCIAL -EH , ca RADICAL NE EDS , INCLUDING THOSE RELATING TO WELFARE , HEAL CD _EN-_V_I _RO_N_M_EN_T, E_C_ON_ O_M_IC_ S_, _ G_O_V_ER_N_A_NC_E_, _ FOREIGN-GI -N R-E-L-AT-I-O-NS -A-ND _A_RT_S_ _AN_D_ _CUL_T_UR_E_. _ _ _ _ _ _ _ 2 Check this box 1, Ti if the oraanlzatlon discontinued Its operations-or-dlsDOsed- - - - -of -more- -than- - 25%- of its net assets. 0 3 Number of voting members of the governing body (Part VI, line 1 a) . .. 3 5 4 Number of independent voting members of the governing body (Part VI , line 1 b) . .. 4 4 5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) . .. 5 9 6 Total number of volunteers (estimate if necessary ) . .. 6 0 Q 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 0. ^7 Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) . •---.-.- 103, 3 8 0, 831. 6 5 , 5 8 2 , 0 3 6 . Program service revenue (Part VIII, line 2g) C.J 9 7 2 6, 4 3 0. 6 4 5, 5 0 6. UI 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) -.-. V . 425,939. 1,642,074, 1 cr 11 Other revenue (Part VIII, column (A), lines 5 , 6d, 8c, 9c, 1OOcl and 11 e) . 12 Total revenue - add lines 8 through 11 (must equal Pa ^U)Il, col" A, 1)7ej121^ J 104, 5 3 3 , 2 00. 67, 869,616. 13 Grants and similar amounts paid (Part IX , column (A), liles 1 -3) . I. 3 8, 4 75 , 416. 57, 005,111s 14 Benefits paid to or for members (Part IX, column (A), Iln 4) ^:°R0DEN.t .9U . 0 0. 15 Salaries, other compensation, employee benefits (Part ^J nes-5y1 786 , 797. 740,852. 0 16a Professional fundraising fees (Part IX, column (A), line 11e) . C b Total fundraising expenses (Part IX, column (D), line 25 ) ► 282,918. - - ',, 17 Other expenses (Part IX, column (A), lines 11a-11d , 11f-24e) . 427 , 369. 493, 548. 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) . 3 9, 6 8 9 , 582. 58, 239, 511. 19 Revenue less expenses Subtract line 18 from line 12 . 64, 84 3 , 618. 9, 630, 105. Be innin of Current Year End of Year m 20 Total assets (Part X, line 16) . 102, 0 8 9, 508. 141, 924, 343. a9 21 Total liabilities (Part X, line 26) . 12 , 901. 1 , 533, 581. , 22 Net assets or fund balances. Subtract line 21 from line 20 . • . 102 , 076 , 607. 140, 390, 762. Part II I Si g nature Block Under penalties of perjury, I declar llial I have examined return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer thy offi ) is ba on all information of which preparer has any knowledge Sign Signal o icer Here Jet r C. Z y sik Type or print name and title Pnntrrype preparer's name Preparers signature Paid Preparer Firm's name Use Only Firm's address May the IRS discuss this return with the preparer shown above? BAA For Paperwork Reduction Act Notice, see the separate Form990 (2014) Donors Trust, Inc. 52-2166327 Paget Pa III Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III . ... 1 Briefly describe the organization 's mission- SUPPORT CHARITIES & SPONSOR PROGRAMS --------------------------------------- WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH & PRIVATE INITIATIVES, SOCIETY'S MOST ---------- ----------------------------------------------------- See Form 990, Pa a 2 , Part III, Line 1 (continued) Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . .. Yes Fxl No If 'Yes,' describe these new services on Schedule 0. Did the organization cease conducting , or make significant changes in how it conducts, any program services? . .. Yes FX No If 'Yes,' describe these changes on Schedule O. 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 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 $ 57,484, 105. including grants of $ 56, 862, 308 . ) (Revenue $ 0. DAF PROGRAM - A DONOR ADVISED FUND (DAF) PROGRAM ALLOWING DAF CONTRIBUTORS TO ---------- ----------------------------------------------------- ADVISE GRANTS THAT SUPPORT CHARITIES WHICH ALLEVIATE, THROUGH EDUCATION, ---------- ------------------------------------------------------- RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, -------- ------------------------------------------------------- INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS, ---------- ------------------------------------------------------- GOVERNANCE, FOREIGN RELATIONS AND ARTS AND CULTURE; AND WHICH ENCOURAGE ---------- -------------------- --------------------------------- PRIVATE PHILANTHROPY AND INDIVIDUAL GIVING AND RESPONSIBILITY AS AN ANSWER TO ---------- ------------------ ----------------------------------- SOCIETY'S NEEDS, AS OPPOSED TO GOVERNMENTAL INVOLVEMENT. ---------- ----------------------------------------------------- ----------------------------------------------------------------- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4 b (Code- ) ( Expenses $ 146,992 . including grants of $ o. ) (Revenue $ 0. ) TALENT MARKET (TM) .A FREE TALENT RECRUITMENT PROGRAM ----------------------------------------------------------------- AVAILABLE TO CHARITIES WHOSE MISSIONS ALIGN WITH ----------------------------------------------------------------- DONORSTRUST'S CHARITABLE MISSION. ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ---------- -------------------- ----------------------------------- ----------------------------------------------------------------- ----------------------------------------------------------------- ---------- -------------------- --------------------------------- -- 4 c (Code. ) ( Expenses $ 402,247. including grants of $ 392, 803 . ) (Revenue $ 0. DAN SEARLE FELLOWSHIPS IN ECONOMICS (DSEFP) (Part ofDAFprogram)__- -------------- 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 O ) (Expenses $ 75, 085. including grants of $ 0. ) (Revenue $ 0. 4 e Total program service expenses ► 58,108,429. BAA TEEA0102 05/28/14 Form 990 (2014) Form 990 (2014 ) Donors Trust, Inc. 52-2166327 Page 3 Part IV Checklist of Required Schedules Yes No 1 Is the organization
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