HERITAGE FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: HERITAGE FOUNDATION (EIN 23-7327730)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-06-27
IRS object ID: 202311789349301501
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-06-27T13:51:50-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 WATER ST STE 500	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33602	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237327730	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HERITAGE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HERI	BusinessNameControlTxt
Phone	2025464400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	214 MASSACHUSETTS AVE NE	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200024958	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KEVIN ROBERTS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2025464400	PhoneNum
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KEVIN	PersonFirstNm
Person Last	ROBERTS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KRISTEN BARNETT	PreparerPersonNm
PTIN	P01234578	PTIN
Phone	8133162300	PhoneNum
Preparation	2023-06-26	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	KEVIN ROBERTS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	214 MASSACHUSETTS AVE NE	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200024958	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$140,097,984	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HERITAGE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1973	FormationYr
Legal Domicile State	DC	LegalDomicileStateCd
Activity Or 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.	ActivityOrMissionDesc
Voting Members Governing Body	17	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	499	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$75,262,071	PYContributionsGrantsAmt
CY Contributions Grants	$95,083,025	CYContributionsGrantsAmt
PY Program Service Revenue	$33,811	PYProgramServiceRevenueAmt
CY Program Service Revenue	$33,862	CYProgramServiceRevenueAmt
PY Investment Income	$25,519,589	PYInvestmentIncomeAmt
CY Investment Income	$9,482,864	CYInvestmentIncomeAmt
PY Other Revenue	$967,561	PYOtherRevenueAmt
CY Other Revenue	$1,729,773	CYOtherRevenueAmt
PY Total Revenue	$101,783,032	PYTotalRevenueAmt
CY Total Revenue	$106,329,524	CYTotalRevenueAmt
PY Grants And Similar Paid	$174,813	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,676,750	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$41,277,344	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$44,116,435	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$2,438,710	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$2,385,370	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$16,378,589	CYTotalFundraisingExpenseAmt
PY Other Expenses	$41,918,216	PYOtherExpensesAmt
CY Other Expenses	$45,489,561	CYOtherExpensesAmt
PY Total Expenses	$85,809,083	PYTotalExpensesAmt
CY Total Expenses	$93,668,116	CYTotalExpensesAmt
PY Revenues Less Expenses	$15,973,949	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$12,661,408	CYRevenuesLessExpensesAmt
Total Assets BOY	$421,262,128	TotalAssetsBOYAmt
Total Assets EOY	$387,665,165	TotalAssetsEOYAmt
Total Liabilities BOY	$53,989,966	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$55,677,294	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$367,272,162	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$331,987,871	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$32,618,988	ExpenseAmt
Grant	$1,575,000	GrantAmt
Revenue	$33,862	RevenueAmt
Desc	EDUCATIONAL PROGRAMS AND COMMUNICATIONS:THE HERITAGE FOUNDATION ("THF 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 2022, THF'S EVENTS & PUBLIC PROGRAMING TEAM PRODUCED 89 LIVE AND VIRTUAL PUBLIC EVENTS, ATTRACTING 15,974 VIRTUAL AND IN-PERSON ATTENDEES. HERITAGE'S RESOURCE BANK MEETING CONVENED OVER 400 CONSERVATIVE MOVEMENT LEADERS, DONORS, AND EXPERTS IN POLICY RESEARCH, CIVIC ENGAGEMENT, AND COMMUNICATION FOR THREE DAYS OF STRATEGY SESSIONS, COLLABORATION, AND EDUCATIONAL PROGRAMMING. (CONTINUED ON SCHEDULE O)THF'S INTERN PROGRAM HOSTED A TOTAL OF 161 INTERNS IN A FULLY IMMERSIVE WORK-STUDY EXPERIENCE. 199 YOUNG PROFESSIONALS PARTICIPATED IN THF'S ONLINE EDUCATIONAL SERIES, THE ACADEMY. THERE WERE 202 TOTAL PARTICIPANTS IN THE SPRING AND SUMMER ACADAMY CLASSES. THF'S GOVERNMENT RELATIONS HOSTED 174 POLICY BRIEFING EVENTS IN 2022 WITH PARTICIPATION FROM MULTIPLE CONGRESSIONAL OFFICES. PARTICIPANTS INCLUDED MEMBERS OF CONGRESS LEGISLATIVE STAFFERS, COMMUNICATIONS DIRECTORS, AND CHIEFS OF STAFF. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2022 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://WWW.HERITAGE.ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATION	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$31,538,915	ExpenseAmt
Grant	$30,000	GrantAmt
Desc	PUBLIC POLICY RESEARCH:THE HERITAGE FOUNDATION PRODUCES RESEARCH PAPERS ANNUALLY, INCLUDING ISSUE BRIEFS, BLOG POSTS, FACT SHEETS, BACKGROUNDERS, GUIDES, AND BOOKS ADDRESSING A BROAD RANGE OF ECONOMIC, DOMESTIC, DEFENSE, FOREIGN, AND SOCIAL POLICY ISSUES. THF PUBLISHED 58 ISSUE BRIEFS, 66 BACKGROUNDERS, 27 LEGAL MEMORANDA, 15 FACTSHEETS AND 12 SPECIAL REPORTS. 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. (CONTINUED ON SCHEDULE O)ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2022 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://WWW.HERITAGE.ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATION	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$11,284,598	ExpenseAmt
Grant	$71,750	GrantAmt
Desc	MEDIA. GOVERNMENT RELATIONS, AND OUTREACH:THE HERITAGE FOUNDATION DISTRIBUTES ITS RESEARCH PRODUCTS TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFF, POLICYMAKERS IN THE EXECUTIVE BRANCH 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 ISSUES RANGING FROM FEDERAL SPENDING AND UNFUNDED LIABILITIES TO HOMELAND SECURITY, TAX, AND HEALTH POLICY. THF DELIVERED 25 CONGRESSIONAL TESTIMONIES AND 9 STATE LEGISLATIVE TESTIMONIES. (CONTINUED ON SCHEDULE O) THF'S ANALYSTS MADE OVER 6,400 RADIO, PODCAST, AND TELEVISION APPEARANCES IN 2022 AND EARNED OVER 1,200 OP-ED PLACEMENTS IN MAJOR PRINT AND ONLINE MEDIA OUTLETS. THF EXPERTS WERE QUOTED OR MENTIONED OVER 5000 TIMES IN MAJOR PUBLICATIONS. THF CONDUCTED A NEW HOUSE MEMBER ORIENTATION WHICH HAD 19 ATTENDEES AND CONDUCTED 67 CANDIDATE BRIEFINGS. WITH INPUT FROM OUR IN-HOUSE EXPERTS, ALLIES IN THE MOVEMENT, AND OUR DONORS, THF ANNOUNCED SEVEN POLICY PRIORITIES: 1-EMPOWER PARENTS TO MAKE EDUCATION CHOICES 2-REVERSE THE GROWTH OF SPENDING AND INFLATION 3-MARGINALIZE BIG TECH'S INFLUENCE 4- PROTECT UNBORN LIFE AND FAMILY FORMATION 5-SECURE AMERICA'S BORDERS AND REDUCE CRIME 6-ENSURE FREE AND FAIR ELECTIONS 7-COUNTER THE THREAT OF COMMUNIST CHINA.ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2022 ANNUAL REPORT, AVAILABLE ONLINE AT HTTPS://WWW.HERITAGE.ORG/ARTICLE/THE-HERITAGE-FOUNDATIONS-FINANCIAL-INFORMATION	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$75,442,501	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	Yes (1)	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	196	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	499	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	0	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	17	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN BACKIEL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2025464400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	214 MASSACHUSETTS AVE NE	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	200024958	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BARB VAN ANDEL-GABY
CHAIRMAN	2.00	0.00	Yes (X)	$0	$0	$0
MICHAEL W GLEBA
VICE CHAIRMAN	2.00	0.00	Yes (X)	$0	$0	$0
EDWIN J FEULNER PHD
CONSULTANT & TRUSTEE	8.00	0.00	Yes (X)	$0	$0	$0
EDWIN MEESE III
CONSULTANT & TRUSTEE	6.00	0.00	Yes (X)	$76,000	$0	$0
LARRY P ARNN PHD
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
JOHN COLEMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
MALCOLM STEVENSON FORBES JR
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
ROBERT P GEORGE
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
RYAN HAGGERTY
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
PRICE HARDING
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
VIRGINIA HECKMAN
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
WILLIAM J HUME
TRUSTEE	2.00	2.00	Yes (X)	$0	$0	$0
KAY COLES JAMES
TRUSTEE; FORMER PRESIDENT	2.00	0.00	Yes (X)	$464,609	$0	$15,250
MARK A KOLOKOTRONES
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
REBEKAH A MERCER
TRUSTEE	2.00	2.00	Yes (X)	$0	$0	$0
HON J WILLIAM MIDDENDORF II
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
ABBY SPENCER MOFFAT
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
NERSI NAZARI PHD
TRUSTEE	2.00	2.00	Yes (X)	$0	$0	$0
ROBERT PENNINGTON
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
ANTHONY J SALIBA
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
THOMAS A SAUNDERS III
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
BRIAN TRACY
TRUSTEE	2.00	0.00	Yes (X)	$0	$0	$0
DERRICK MORGAN
EXECUTIVE VICE PRESIDENT	40.00	0.00		$286,062	$0	$39,203	Yes (X)
ERIC KORSVALL
CHIEF OPERATING OFFICER	40.00	0.00		$336,050	$0	$67,027	Yes (X)
JOHN BACKIEL
VP, FINANCE & ACCOUNTING	40.00	0.00		$278,763	$0	$64,833	Yes (X)
THOMAS BINION
VP, GOV'T RELATIONS	40.00	0.00		$218,622	$0	$55,535	Yes (X)
ROBERT BLUEY
VP, COMMUNICATIONS	40.00	0.00		$289,797	$0	$66,312	Yes (X)
CHRISTOPHER BYRNES
GENERAL COUNSEL & SECRETARY	40.00	0.00		$265,356	$0	$62,063	Yes (X)
JAMES CARAFANO
VP, DAVIS INST. FOR NAT'L SECURITY	40.00	0.00		$313,765	$0	$37,450	Yes (X)
WESLEY DYCK
VP, PERSONNEL	40.00	0.00		$234,656	$0	$13,455	Yes (X)
KEVIN ROBERTS
PRESIDENT	40.00	0.00		$622,489	$0	$46,391	Yes (X)
JOHN MALCOLM
VP, INST. FOR CONSTITUTIONAL GOV'T	40.00	0.00		$289,782	$0	$56,269	Yes (X)
ANDREW OLIVASTRO
VP, OUTREACH	40.00	0.00		$212,985	$0	$49,700	Yes (X)
ANGELA SAILOR
VP, FEULNER INSTITUTE	40.00	0.00		$52,370	$0	$16,105	Yes (X)
ROGER SEVERINO
VP, DOMESTIC POLICY	40.00	0.00		$196,731	$0	$33,757	Yes (X)
JACK SPENCER
SR. RESEARCH FELLOW	40.00	0.00		$254,162	$0	$49,532	Yes (X)
BRIDGETT WAGNER
EXEC. DIR., FEULNER INSTITUTE	40.00	0.00		$274,433	$0	$49,271	Yes (X)
ANDREW MCINDOE
VP, DEVELOPMENT	40.00	0.00		$337,269	$0	$52,956	Yes (X)
CHAD BAREFOOT
DIRECTOR, DONOR RELATIONS	40.00	0.00		$263,346	$0	$43,130		Yes (X)
PAUL WINFREE
DISTINGUISHED FELLOW IN ECONOMIC POLICY	40.00	0.00		$309,979	$0	$59,466		Yes (X)
CHARLES STIMSON
DEPUTY DIR, EDWIN MEESE CENTER	40.00	0.00		$285,939	$0	$58,623		Yes (X)
GENEVIEVE WOOD
COUNSELOR & SPOKESPERSON	40.00	0.00		$275,750	$0	$47,282		Yes (X)
CARSTEN WALTER
SR. DIR, DEVELOPMENT OPERATIONS	40.00	0.00		$266,896	$0	$66,941		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,405,811	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,050,551	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	150	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
DPR CONSTRUCTION
1450 VETERANS BLVD	REDWOOD CITY	CA	94063	CONSTRUCTION	$4,406,545
BOGNET CONSTRUCTION ASSOCIATES INC
8224 OLD COURTHOUSE ROAD	VIENNA	VA	22182	CONSTRUCTION	$1,752,790
MDS COMMUNICATIONS CORPORATION
545 W JUANITA AVENUE	MESA	AZ	85210	CONSULTANTS ON FUNDRAISING	$1,534,979
CONRAD DIRECT INC
300 KNICKERBOCKER RD	CRESSKILL	NJ	07626	MAILING CONTACT MGMT	$1,066,586
MERKLE RESPONSE SERVICES INC
100 JAMISON COURT	HAGERSTOWN	MD	21740	MAILING CONTACT MGMT	$1,055,352

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	49	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$95,083,025	AllOtherContributionsAmt
Noncash Contributions	$2,483,456	NoncashContributionsAmt
Total Contributions	$95,083,025	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	MEDIA & PUBLICATION	Desc
Business	513190	BusinessCd
Total Revenue Column	$33,862	TotalRevenueColumnAmt
Related Or Exempt Func Income	$33,862	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$33,862	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,089,703	TotalRevenueColumnAmt
Exclusion	$2,089,703	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,470	TotalRevenueColumnAmt
Exclusion	$18,470	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$778,789	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,433,952	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$655,163	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$655,163	TotalRevenueColumnAmt
Exclusion	-$655,163	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$39,727,669	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$32,295,762	SecuritiesAmt
Other	$38,746	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$7,431,907	SecuritiesAmt
Other	-$38,746	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,393,161	TotalRevenueColumnAmt
Exclusion	$7,393,161	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$2,366,466	TotalRevenueColumnAmt
Exclusion	$2,366,466	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,366,466	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$106,329,524	TotalRevenueColumnAmt
Related Or Exempt Func Income	$33,862	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$11,212,637	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,676,750	TotalAmt
Program Services	$1,676,750	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$5,944,854	TotalAmt
Program Services	$5,014,241	ProgramServicesAmt
Management And General	$99,314	ManagementAndGeneralAmt
Fundraising	$831,299	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$29,817,239	TotalAmt
Program Services	$25,145,563	ProgramServicesAmt
Management And General	$497,209	ManagementAndGeneralAmt
Fundraising	$4,174,467	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,765,782	TotalAmt
Program Services	$1,418,808	ProgramServicesAmt
Management And General	$35,816	ManagementAndGeneralAmt
Fundraising	$311,158	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,065,110	TotalAmt
Program Services	$3,566,985	ProgramServicesAmt
Management And General	$53,086	ManagementAndGeneralAmt
Fundraising	$445,039	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$2,523,450	TotalAmt
Program Services	$2,032,752	ProgramServicesAmt
Management And General	$51,183	ManagementAndGeneralAmt
Fundraising	$439,515	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$302,255	TotalAmt
Program Services	$252,225	ProgramServicesAmt
Management And General	$35,449	ManagementAndGeneralAmt
Fundraising	$14,581	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$101,379	TotalAmt
Program Services	$84,589	ProgramServicesAmt
Management And General	$1,751	ManagementAndGeneralAmt
Fundraising	$15,039	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$2,385,370	TotalAmt
Fundraising	$2,385,370	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$839,546	TotalAmt
Program Services	$676,443	ProgramServicesAmt
Management And General	$17,012	ManagementAndGeneralAmt
Fundraising	$146,091	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$7,373,204	TotalAmt
Program Services	$6,815,275	ProgramServicesAmt
Management And General	$70,096	ManagementAndGeneralAmt
Fundraising	$487,833	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$3,172,988	TotalAmt
Program Services	$2,411,710	ProgramServicesAmt
Management And General	$104,919	ManagementAndGeneralAmt
Fundraising	$656,359	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,623,460	TotalAmt
Program Services	$10,508,571	ProgramServicesAmt
Management And General	$25,246	ManagementAndGeneralAmt
Fundraising	$3,089,643	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$3,579,409	TotalAmt
Program Services	$2,429,964	ProgramServicesAmt
Management And General	$52,792	ManagementAndGeneralAmt
Fundraising	$1,096,653	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,805,992	TotalAmt
Program Services	$3,111,205	ProgramServicesAmt
Management And General	$434,691	ManagementAndGeneralAmt
Fundraising	$260,096	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,776,282	TotalAmt
Program Services	$1,305,176	ProgramServicesAmt
Management And General	$39,020	ManagementAndGeneralAmt
Fundraising	$432,086	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,514,066	TotalAmt
Program Services	$4,568,522	ProgramServicesAmt
Management And General	$174,840	ManagementAndGeneralAmt
Fundraising	$770,704	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$397,273	TotalAmt
Program Services	$320,021	ProgramServicesAmt
Management And General	$8,058	ManagementAndGeneralAmt
Fundraising	$69,194	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,199,477	TotalAmt
Program Services	$2,577,322	ProgramServicesAmt
Management And General	$64,895	ManagementAndGeneralAmt
Fundraising	$557,260	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$199,429	TotalAmt
Program Services	$156,826	ProgramServicesAmt
Management And General	$34,617	ManagementAndGeneralAmt
Fundraising	$7,986	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DUES & SUBSCRIPTIONS	$1,114,137	$956,049	$41,133	$116,955
BOOKS & PRODUCTS	$330,204	$262,400	$4,178	$63,626
HONORARIA/WRITER'S FEES	$86,943	$85,443		$1,500
OTHER EXPENSES	$73,517	$65,661	$1,721	$6,135

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$93,668,116	TotalAmt
Program Services	$75,442,501	ProgramServicesAmt
Management And General	$1,847,026	ManagementAndGeneralAmt
Fundraising	$16,378,589	FundraisingAmt

Field	Value	IRS element (for citing)
Joint Costs	Yes (X)	JointCostsInd

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$13,688,327	TotalAmt
Program Services	$12,082,930	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$1,605,397	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,099	BOYAmt
EOY	$2,324	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$25,688,310	BOYAmt
EOY	$31,156,430	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,067,721	BOYAmt
EOY	$28,322,751	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$232,618	BOYAmt
EOY	$145,225	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,145,824	BOYAmt
EOY	$2,361,949	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$153,216,825	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$51,976,256	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$96,132,451	BOYAmt
EOY	$101,240,569	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$193,610,757	BOYAmt
EOY	$134,208,492	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$96,993,081	BOYAmt
EOY	$83,594,147	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,390,267	BOYAmt
EOY	$6,633,278	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$421,262,128	BOYAmt
EOY	$387,665,165	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,373,658	BOYAmt
EOY	$9,351,311	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$32,044,866	BOYAmt
EOY	$35,211,409	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,571,442	BOYAmt
EOY	$11,114,574	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$53,989,966	BOYAmt
EOY	$55,677,294	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$273,388,431	BOYAmt
EOY	$227,926,925	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$93,883,731	BOYAmt
EOY	$104,060,946	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$367,272,162	BOYAmt
EOY	$331,987,871	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$421,262,128	BOYAmt
EOY	$387,665,165	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$12,661,408	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$53,294,859	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,349,160	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$75,564,341	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$116,941,941	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,877,330	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$75,262,071	CurrentTaxYearMinus1YearAmt
Current Tax Year	$95,083,025	CurrentTaxYearAmt
Total	$428,728,708	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$75,564,341	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$116,941,941	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$65,877,330	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$75,262,071	CurrentTaxYearMinus1YearAmt
Current Tax Year	$95,083,025	CurrentTaxYearAmt
Total	$428,728,708	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$68,981,477	SubstantialContributorsTotAmt
Public Support Total170	$359,747,231	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$764,570	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$469,710	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,898,026	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,131,192	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,886,962	CurrentTaxYearAmt
Total	$9,150,460	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,517,838	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,441,168	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,655,442	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,705,646	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,366,466	CurrentTaxYearAmt
Total	$8,686,560	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$446,565,728	TotalSupportAmt
Gross Receipts Rltd Activities	$1,319,450	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.80560	PublicSupportCY170Pct
Public Support PY170	0.85320	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$94,262,522	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$94,262,522	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$245,933,731	BeginningYearBalanceAmt
Contributions	$1,301,000	ContributionsAmt
Investment Earnings Or Losses	-$38,761,532	InvestmentEarningsOrLossesAmt
Other Expenditures	$12,180,535	OtherExpendituresAmt
Administrative Expenses	$1,002,361	AdministrativeExpensesAmt
End Year Balance	$195,290,303	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$216,474,428	BeginningYearBalanceAmt
Contributions	$448,633	ContributionsAmt
Investment Earnings Or Losses	$40,285,428	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,230,554	OtherExpendituresAmt
Administrative Expenses	$1,044,204	AdministrativeExpensesAmt
End Year Balance	$245,933,731	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$206,439,566	BeginningYearBalanceAmt
Contributions	$1,345,701	ContributionsAmt
Investment Earnings Or Losses	$19,609,287	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,119,068	OtherExpendituresAmt
Administrative Expenses	$801,058	AdministrativeExpensesAmt
End Year Balance	$216,474,428	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$160,512,607	BeginningYearBalanceAmt
Contributions	$29,295,514	ContributionsAmt
Investment Earnings Or Losses	$28,302,761	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,503,428	OtherExpendituresAmt
Administrative Expenses	$1,167,888	AdministrativeExpensesAmt
End Year Balance	$206,439,566	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$173,622,149	BeginningYearBalanceAmt
Contributions	$6,850,506	ContributionsAmt
Investment Earnings Or Losses	-$11,617,790	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,595,806	OtherExpendituresAmt
Administrative Expenses	$746,452	AdministrativeExpensesAmt
End Year Balance	$160,512,607	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.63400	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.22030	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.14570	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,828,701	OtherCostOrOtherBasisAmt
Book Value	$12,828,701	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$129,335,075	OtherCostOrOtherBasisAmt
Depreciation	$42,150,725	DepreciationAmt
Book Value	$87,184,350	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,635,345	OtherCostOrOtherBasisAmt
Depreciation	$7,171,261	DepreciationAmt
Book Value	$464,084	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,417,704	OtherCostOrOtherBasisAmt
Depreciation	$2,654,270	DepreciationAmt
Book Value	$763,434	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$101,240,569	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENTS IN ALTERNATIVES & LP'S	$70,474,948	F
TRUSTS & ANNUITIES	$13,119,199	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$83,594,147	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION PLAN	$2,708,356
SPLIT-INTEREST AGREEMENTS	$8,406,218

Field	Value	IRS element (for citing)
Total Liability	$11,114,574	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$58,978,231	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$53,294,859	NetUnrealizedGainsInvstAmt
Other Revenue	$5,349,160	OtherRevenueAmt
Revenue Not Reported	-$47,945,699	RevenueNotReportedAmt
Revenue Subtotal	$106,923,930	RevenueSubtotalAmt
Investment Expenses Not Incld	$839,546	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	-$1,433,952	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$594,406	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$106,329,524	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$94,262,522	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$1,433,952	OtherExpensesIncludedAmt
Expenses Not Reported	$1,433,952	ExpensesNotReportedAmt
Expenses Subtotal	$92,828,570	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$839,546	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$839,546	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$93,668,116	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE LONG-TERM INVESTMENT FUND, CONSISTING OF MULTIPLE FUNDED PROGRAMS, GENERAL BOARD DESIGNATED FUNDS, AND OPERATING RESERVES, HAS BEEN ESTABLISHED IN ORDER TO SUPPORT THE GROWTH AND OPERATIONS OF THE HERITAGE FOUNDATION ("THE FOUNDATION"). THE INVESTMENTS IN THE FUND WILL BE MADE TO ADVANCE THE MISSION AND INTERESTS OF THE FOUNDATION. INDIVIDUAL DONOR-RESTRICTED FUNDS WILL BE GOVERNED BY THE TERMS OF THEIR GOVERNING PLAN DOCUMENTS. SEPARATE ACCOUNTING IS MAINTAINED FOR EACH FUND. FUNDS ARE USED ANNUALLY TO SUPPORT PROGRAMS IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY OR AS STIPULATED BY THE DONOR(S). THE LONG-TERM FUND INCLUDES 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.
PART X, LINE 2:	THE FOLLOWING IS THE FIN 48 (ASC 740) FOOTNOTE CONTAINED IN THE HERITAGE FOUNDATION'S ("THE FOUNDATION") CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2022: THE HERITAGE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(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 PUBLIC CHARITY AND IS NOT A PRIVATE FOUNDATION. CONTRIBUTIONS TO THE HERITAGE FOUNDATION ARE DEDUCTIBLE FOR FEDERAL INCOME, ESTATE AND GIFT TAX PURPOSES. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES IS SUBJECT TO TAX. THERE WAS NO SIGNIFICANT NET UNRELATED INCOME TAX DURING THE YEARS ENDED DECEMBER 31, 2022 AND 2021. 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC AND INTERN HOUSING, LLC ARE LIMITED LIABILITY COMPANIES 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 POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	UNREALIZED GAIN (LOSS) ON INTEREST RATE SWAPS 5,462,412. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -70,748. CONTRIBUTION RESCINDED -42,504.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	EXPENSES FROM RENTAL ACTIVITIES -1,433,952.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	EXPENSES FROM RENTAL ACTIVITIES 1,433,952.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	PROGRAM SERVICE	RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION	$979
EAST ASIA AND THE PACIFIC	PROGRAM SERVICE	RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION	$1,791
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICE	RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION	$158,090
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICE	RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION	$4,344
NORTH AMERICA	PROGRAM SERVICE	RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION	$3,611
RUSSIA AND NEIGHBORING STATES	PROGRAM SERVICE	RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION	$1,398
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS		$18,382,454

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$18,552,667	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$18,552,667	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
ODELL SIMMS & LYNCH INC
1593 SPRING HILL ROAD SUITE 450	TYSONS CORNER	VA	22182	CONSULTANTS ON DIRECT MAIL PROGRAM	0	$10,310,126	$555,464	$9,754,662
MDS COMMUNICATIONS CORPORATION
545 W JUANITA AVENUE	MESA	AZ	85210	CONSULTANTS ON FUNDRAISING	0	$6,047,493	$1,255,128	$4,792,365
WARFIELD & WALSH INC
601 S WASHINGTON STREET	ALEXANDRIA	VA	223143004	CONSULTANTS ON DIRECT MAIL PROGRAM	0	$2,257,296	$404,559	$1,852,737
THREE CREATIVE INC
10211 WINCOPIN CIRCLE 100	COLUMBIA	MD	21044	CONSULTANTS ON DIRECT MAIL PROGRAM	0	$976,430	$159,956	$816,474
HSP DIRECT
20130 LAKEVIEW CENTER PLAZA SUITE	ASHBURN	VA	20147	CONSULTANTS ON DIRECT MAIL PROGRAM	0	$40,726	$10,263	$30,463

Field	Value	IRS element (for citing)
Total Gross Receipts	$19,632,071	TotalGrossReceiptsAmt
Total Retained By Contractors	$2,385,370	TotalRetainedByContractorsAmt
Total Net To Organization	$17,246,701	TotalNetToOrganizationAmt
Licensed States	AK	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WV	LicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE G, PART I, LINE 2B, COLUMN (V)	FormAndLineReferenceDesc
Explanation	PROFESSIONAL FUNDRAISING PAYMENTS ARE DISTINGUISHED FROM EXPENSE PAYMENTS OR REIMBURSEMENTS PER THE INVOICES PROVIDED BY THE FUNDRAISER. NAME OF FUNDRAISER: MDS COMMUNICATIONS CORPORATION PRINTING: $124,886 POSTAGE: $23,657 LIST RENTAL: $14,803 TRAVEL: $1,044 CONSULTING (NON-FUNDRAISING): $265,048 NAME OF FUNDRAISER: ODELL, SIMMS & LYNCH, INC. PRINTING: $55,772 NAME OF FUNDRAISER: WARFIELD & WALSH, INC. PRINTING: $8,074	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
HERITAGE ACTION FOR AMERICA
214 MASSACHUSETTS AVE NE STE 400	WASHINGTON	DC	20002	272244700	501(C)(4)	$400,000	$0	PUBLIC POLICY EDUCATION
THOMAS JEFFERSON INSTITUTE
7011 DREAMS WAY COURT	ALEXANDRIA	VA	22315	510280185	501(C)(3)	$150,000	$0	INNOVATION PRIZE
VICTIMS OF COMMUNISM MEMORIAL
900 15TH STREET NW	WASHINGTON	DC	20005	521920858	501(C)(3)	$150,000	$0	INNOVATION PRIZE
INDEPENDENT WOMEN'S FORUM
4 WEEMS LAN 312	WINCHESTER	VA	22601	541670627	501(C)(3)	$100,000	$0	INNOVATION PRIZE
STATE FINANCIAL OFFICERS FOUNDATION
13851 WEST 63RD STREET STE 405	SHAWNEE	KS	66216	462604771	501(C)(3)	$100,000	$0	INNOVATION PRIZE
ALLIANCE DEFENDING FREEDOM
15100 NORTH 90TH STREET	SCOTTSDALE	AZ	85260	541660549	501(C)(3)	$100,000	$0	INNOVATION PRIZE
FORGE LEADERSHIP NETWORK
707 MIAMISBURG-CENTREVILLE RD 202	DAYTON	OH	45459	472275305	501(C)(3)	$100,000	$0	INNOVATION PRIZE
DEFENSE OF FREEDOM INSTITUTE
1765 DUKE STREET	ALEXANDRIA	VA	22314	871196853	501(C)(3)	$100,000	$0	INNOVATION PRIZE
TEXAS PUBLIC POLICY FOUNDATION
901 CONGRESS AVENUE	AUSTIN	TX	78701	742524057	501(C)(3)	$75,000	$0	INNOVATION PRIZE
GEORGIA CENTER FOR OPPORTUNITY
333 RESEARCH COURT STE 210	PEACHTREE CORNERS	GA	30092	581928520	501(C)(3)	$75,000	$0	INNOVATION PRIZE
PELICAN INSTITUTE FOR PUBLIC POLICY
400 POYDRAS STREET STE 900	NEW ORLEANS	LA	70130	261704791	501(C)(3)	$75,000	$0	INNOVATION PRIZE
SUSAN B ANTHONY LIST INC
2800 SHIRLINGTON ROAD STE 1200	ARLINGTON	VA	22206	541850126	501(C)(3)	$65,000	$0	INNOVATION PRIZE
AMERICANS UNITED FOR LIFE
1150 CONNECTICUT AVE NW STE 500	WASHINGTON	DC	20036	363906065	501(C)(3)	$60,000	$0	INNOVATION PRIZE
READY WILLING & WORKING
1451 PENNSYLVANIA AVENUE SE	WASHINGTON	DC	20003	262383012	501(C)(3)	$41,000	$0	GENERAL OPERATIONS
MOMS FOR LIBERTY
981 EAST EAU GALLIE BLVD STE E BOX	MELBOURNE	FL	32937	854331724	501(C)(4)	$25,000	$0	SALVATORI PRIZE FOR CITIZENSHIP	13123
STATE GOVERNMENT LEADERSHIP FOUNDATION
1201 F STREET NW STE 675	WASHINGTON	DC	20004	200505849	501(C)(4)	$25,000	$0	PUBLIC POLICY EDUCATION

Field	Value	IRS element (for citing)
Total501c3 Org	13	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE HERITAGE FOUNDATION ("THF") AWARDS THE INNOVATION AND ACADEMIC PRIZES TO FINANCIALLY SUPPORT INNOVATIVE PUBLIC POLICY SOLUTIONS TO THE MOST PRESSING ISSUES FACING AMERICA. THE INNOVATION AND ACADEMIC PRIZES WERE ESTABLISHED TO RECOGNIZE AND ADVANCE INNOVATIVE PROJECTS, STRATEGIES, AND EFFORTS OF ORGANIZATIONS THAT ARE SEEKING TO ENSURE THE FUTURE OF AMERICAN SELF-GOVERNANCE. THF IS NOT A GRANT-MAKING ORGANIZATION. THE PRIZES AND/OR GRANTS THAT WERE AWARDED TO QUALIFYING ORGANIZATIONS IN 2022 WERE APPROXIMATELY LESS THAN TWO PERCENT OF TOTAL ANNUAL EXPENSES. IF ORGANIZATIONS OR SCHOLARS APPLY FOR PRIZES AND/OR GRANTS, THE REQUESTING ORGANIZATIONS ARE RESEARCHED AND REVIEWED BY STAFF TO DETERMINE IF THE PURPOSE OF THE PRIZES AND/OR GRANTS ALIGNS WITH THF'S OBJECTIVES AND OVERALL MISSION. IF THE PRIZES AND/OR GRANTS ARE AWARDED, THEY MUST BE USED TO SUPPORT THOSE PURPOSES. AS A CONDITION OF THE PRIZES AND/OR GRANTS, ORGANIZATIONS AGREE TO SPECIFIC TERMS AND CONDITIONS AND UNDERSTANDINGS TO RECEIVE FUNDS. THOSE ORGANIZATIONS ARE SUBJECT TO PROVIDING PERIODIC REPORTS ON THE OPERATIONS, ACTIVITIES, AND ACCOMPLISHMENTS MADE POSSIBLE BY THE PRIZES AND/OR GRANTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEVIN ROBERTS
PRESIDENT	$510,050	$0	$102,425	$0	$10,014	$0	$15,250	$0	$37,732	$0	$675,471	$0	$0	$0
KAY COLES JAMES
TRUSTEE; FORMER PRESIDENT	$0	$0	$464,609	$0	$0	$0	$15,250	$0	$0	$0	$479,859	$0	$0	$0
ERIC KORSVALL
CHIEF OPERATING OFFICER	$284,510	$0	$50,425	$0	$1,115	$0	$37,450	$0	$36,699	$0	$410,199	$0	$0	$0
ANDREW MCINDOE
VP, DEVELOPMENT	$264,278	$0	$72,425	$0	$566	$0	$36,950	$0	$20,468	$0	$394,687	$0	$0	$0
PAUL WINFREE
DISTINGUISHED FELLOW IN ECONOMIC POL	$273,922	$0	$35,425	$0	$632	$0	$27,497	$0	$34,416	$0	$371,892	$0	$0	$0
ROBERT BLUEY
VP, COMMUNICATIONS	$233,718	$0	$55,425	$0	$654	$0	$36,669	$0	$36,565	$0	$363,031	$0	$0	$0
JAMES CARAFANO
VP, DAVIS INST. FOR NAT'L SECURITY	$254,800	$0	$50,425	$0	$8,540	$0	$37,450	$0	$1,695	$0	$352,910	$0	$0	$0
JOHN BACKIEL
VP, FINANCE & ACCOUNTING	$227,218	$0	$50,425	$0	$1,120	$0	$35,191	$0	$36,769	$0	$350,723	$0	$0	$0
JOHN MALCOLM
VP, INST. FOR CONSTITUTIONAL GOV'T	$235,110	$0	$50,425	$0	$4,247	$0	$36,545	$0	$22,827	$0	$349,154	$0	$0	$0
CHARLES STIMSON
DEPUTY DIR, EDWIN MEESE CENTER	$173,129	$0	$110,425	$0	$2,385	$0	$26,654	$0	$34,239	$0	$346,832	$0	$0	$0
CARSTEN WALTER
SR. DIR, DEVELOPMENT OPERATIONS	$218,861	$0	$45,425	$0	$2,610	$0	$34,972	$0	$34,161	$0	$336,029	$0	$0	$0
CHRISTOPHER BYRNES
GENERAL COUNSEL & SECRETARY	$198,590	$0	$45,425	$0	$21,341	$0	$33,773	$0	$34,670	$0	$333,799	$0	$0	$0
DERRICK MORGAN
EXECUTIVE VICE PRESIDENT	$285,637	$0	$425	$0	$0	$0	$14,805	$0	$29,210	$0	$330,077	$0	$0	$0
GENEVIEVE WOOD
COUNSELOR & SPOKESPERSON	$229,096	$0	$45,300	$0	$1,354	$0	$35,045	$0	$15,119	$0	$325,914	$0	$0	$0
BRIDGETT WAGNER
EXEC. DIR., FEULNER INSTITUTE	$224,928	$0	$45,425	$0	$4,080	$0	$33,265	$0	$16,937	$0	$324,635	$0	$0	$0
CHAD BAREFOOT
DIRECTOR, DONOR RELATIONS	$217,528	$0	$45,300	$0	$518	$0	$13,553	$0	$35,032	$0	$311,931	$0	$0	$0
JACK SPENCER
SR. RESEARCH FELLOW	$199,893	$0	$53,425	$0	$844	$0	$33,526	$0	$18,497	$0	$306,185	$0	$0	$0
THOMAS BINION
VP, GOV'T RELATIONS	$173,194	$0	$45,000	$0	$428	$0	$29,295	$0	$28,157	$0	$276,074	$0	$0	$0
ANDREW OLIVASTRO
VP, OUTREACH	$196,864	$0	$15,425	$0	$696	$0	$20,123	$0	$35,283	$0	$268,391	$0	$0	$0
WESLEY DYCK
VP, PERSONNEL	$12,539	$0	$0	$0	$222,117	$0	$11,118	$0	$7,377	$0	$253,151	$0	$0	$0
ROGER SEVERINO
VP, DOMESTIC POLICY	$176,306	$0	$20,425	$0	$0	$0	$10,493	$0	$33,349	$0	$240,573	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	FIRST CLASS OR CHARTER TRAVEL: THE HERITAGE FOUNDATION (THF) ALLOWS FIRST CLASS TRAVEL OR CHARTER TRAVEL FOR CERTAIN APPROVED STAFF IN CERTAIN CIRCUMSTANCES, SUCH AS INTERNATIONAL TRAVEL, AND ONLY WHEN CONDUCTING OFFICIAL BUSINESS FOR THF. IN ACCORDANCE WITH THF'S TRAVEL POLICIES, ANY AMOUNT PAID BY THF FOR ANY TRAVEL BY ANY EMPLOYEE THAT IS NOT BUSINESS RELATED IS REQUIRED TO BE REIMBURSED BY THE INDIVIDUAL TO THF OR IS INCLUDED IN THE INDIVIDUAL'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II. TRAVEL FOR COMPANIONS: FROM TIME TO TIME, THF ALLOWS TRAVEL FOR SPOUSES OF CERTAIN OFFICERS OF THE ORGANIZATION. AMOUNTS PAID FOR TRAVEL FOR COMPANIONS THAT ARE NOT BUSINESS RELATED ARE EITHER REIMBURSED BY THE OFFICER TO THF OR ARE INCLUDED IN THE OFFICER'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II.
PART I, LINE 4A	WESLEY DYCK RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $221,906. THIS AMOUNT IS REPORTED IN SCHEDULE J, PART II, COLUMN B(III).
PART I, LINE 7	A PORTION OF MANAGEMENT COMPENSATION IS IN THE FORM OF AN ANNUAL BONUS. MANAGEMENT BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S MISSION AS WELL AS ON THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND QUARTERLY REPORTS OF ORGANIZATION ACTIVITIES ARE PROVIDED TO THE BOARD OF TRUSTEES.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
MELISSA BLUEY
SPOUSE OF OFFICER: ROBERT BLUEY	$80,069	EMPLOYMENT	0
FEULNER & ASSOCIATES LLC
35% CONTROLLED ENTITY OF BOARD MEMBER	$145,438	CONSULTING SERVICES	0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	139	ContributionCnt
Noncash Contributions Rpt F990	$2,483,393	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	CRYPTOCURRENCY	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$63	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTIONS.
PART I, LINE 32B:	IN AN EFFORT TO PROVIDE DONORS WITH ANOTHER GIVING OPTION, THE HERITAGE FOUNDATION ("THF") ENGAGED THE GIVING BLOCK ("TGB") IN 2022 TO PROCESS CRYPTO CURRENCY GIFTS RECEIVED BY THE ORGANIZATION FROM DONORS. TGB FACILITATES THE TRANSFER OF THE CRYPTO CURRENCY FROM THE DONOR, CONVERTS IT TO CASH, AND THEN SENDS THE CASH PROCEEDS DIRECTLY TO THF.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	DURING 2022, THE HERITAGE FOUNDATION CREATED THE INNOVATION AND ACADEMIC PRIZES (COLLECTIVELY THE "PRIZES") TO FINANCIALLY SUPPORT INNOVATIVE SOLUTIONS TO THE MOST PRESSING ISSUES FACING AMERICA. THE PRIZES RECOGNIZE AND PROVIDE SUBSTANTIVE FINANCIAL SUPPORT THAT, IN TOTAL, AMOUNTS TO $1 MILLION OR MORE ANNUALLY TO ORGANIZATIONS AND SCHOLARS FOR PROJECTS INVOLVING RESEARCH, LITIGATION, EDUCATION, OUTREACH, OR COMMUNICATIONS. APPLICANTS ARE EITHER 501(C)(3) ORGANIZATIONS IN GOOD STANDING AND OPERATING AT THE STATE OR NATIONAL LEVEL, OR FACULTY MEMBERS AT HIGHER EDUCATION INSTITUTIONS THAT WRITE AND DISSEMINATE ORIGINAL RESEARCH AND DEVELOP PROJECTS AND PROGRAMS THAT EXPLORE TOPICS RELATED TO THE HERITAGE FOUNDATION'S CURRENT PRIORITY ISSUE AREAS AND BROADER ISSUES AROUND FREEDOM AND OPPORTUNITY.
FORM 990, PART V, LINE 3B	THF IS AWAITING ADDITIONAL INFORMATION IN ORDER TO TIMELY FILE A COMPLETE AND ACCURATE FORM 990-T BY THE EXTENDED DEADLINE OF NOVEMBER 15, 2023.
FORM 990, PART VI, SECTION B, LINE 11B	THE VICE PRESIDENT OF FINANCE AND ACCOUNTING COMPILES NECESSARY INFORMATION TO COMPLETE THE FORM 990. PAID TAX PREPARERS THEN ASSIST IN COMPLETING THE FORM, WHICH IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND ACCOUNTING. THE COMPLETED DRAFT IS THEN REVIEWED BY THE PRESIDENT, EXECUTIVE VICE PRESIDENT, AND THE CHIEF OPERATING OFFICER. A COMPLETE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR FINAL COMMENTS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	ALL NEW HERITAGE EMPLOYEES ARE REQUIRED TO SIGN AND ACKNOLWEDGE THAT THEY HAVE RECEIVED AND WILL ADHERE TO ALL POLICIES CONTAINED WITHIN THE FOUNDATION'S EMPLOYEE HANDBOOK, INCLUDING THE FOUNDATION'S CONFLICT OF INTEREST POLICY. SEPARATELY, THE FOUNDATION REQUIRES ALL MEMBERS OF THE BOARD OF TRUSTEES TO DISCLOSE, ANNUALLY, ANY AND ALL FINANCIAL INTEREST OR HOLDINGS THAT MAY BE CONSIDERED A CONFLICT OF INTEREST TO HIS/HER DUTIES AS A TRUSTEE OF THE ORGANIZATION. ADDITIONAL DISCLOSURES ARE REQUIRED PROMPTLY WHEN A PREVIOUSLY UNKNOWN CONFLICT ARISES OR IS DISCOVERED. IN THE CASE OF A POTENTIAL CONFLICT, AFTER A MEMBER OF THE BOARD DISCLOSES SUCH FINANCIAL OR ADVERSE ORGANIZATIONAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE MEMBER, HE/SHE IS REQUIRED TO LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING(S) WHILE THE POTENTIAL CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING MEMBERS TO DETERMINE WHETHER A CONFLICT EXISTS AND WHAT ACTION SHOULD BE TAKEN. IF APPROPRIATE, THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE VOTES ON WHETHER THE TRANSACTION IN QUESTION IS IN THE BEST INTEREST OF THE FOUNDATION. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT IS REQUIRED TO INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN. IF THE BOARD OR COMMITTEE DETERMINES THE PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION, INCLUDING SALARIES, BONUSES, AND BENEFITS, FOR THF'S PRESIDENT, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, AND CERTAIN OTHER OFFICERS IS APPROVED BY THE HERITAGE FOUNDATION'S INDEPENDENT BOARD OF TRUSTEES, AND BASED ON THE RECOMMENDATION OF THE BOARD'S COMPENSATION COMMITTEE. IN 2022, THE COMPENSATION COMMITTEE WAS COMPRISED OF SIX INDEPENDENT, VOLUNTEER BOARD MEMBERS WHO WERE NOT, AND HAVE NEVER BEEN, EMPLOYEES OF THE FOUNDATION. EACH YEAR, THE COMPENSATION COMMITTEE MEETS TO DEVELOP COMPENSATION RECOMMENDATIONS TO THE FULL BOARD AND ITS MEETINGS ARE DOCUMENTED CONTEMPORANEOUSLY. IN DEVELOPING ITS RECOMMENDATIONS, THE COMMITTEE CONSIDERS MARKET DATA AND OTHER SALARY AND BENEFIT SURVEY INFORMATION REGARDING THE COMPENSATION OF SIMILARLY SITUATED EXECUTIVES, WHICH IS PREPARED FOR THE COMMITTEE BY AN OUTSIDE COMPENSATION EXPERT FOR SELECTED POSITIONS. BECAUSE THE MANAGEMENT AND LEADERSHIP SKILLS OF HERITAGE EXECUTIVES HAVE A SIGNIFICANT EFFECT ON THE FOUNDATION'S SUCCESS, A SIGNIFICANT PORTION OF CASH COMPENSATION IS IN THE FORM OF A BONUS. BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S MISSION AS WELL AS THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND QUARTERLY REPORTS OF FOUNDATION ACTIVITIES ARE PROVIDED TO THE BOARD. IN CONSIDERING AND APPROVING TOTAL COMPENSATION FOR 2022, THE COMPENSATION COMMITTEE AND THE FULL BOARD OF TRUSTEES ALSO APPROVED BENEFITS PROVIDED UNDER AN EMPLOYER-FUNDED QUALIFIED RETIREMENT PLAN, GROUP HEALTH, LIFE, AND LONG-TERM DISABILITY AND LONG-TERM CARE INSURANCE PLANS, AND OTHER BENEFITS.
FORM 990, PART VI, SECTION C, LINE 19	THE HERITAGE FOUNDATION MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST IN COMPLIANCE FOR THE PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART VII, LINE 1B:	KAY COLES JAMES RESIGNED HER POSITION AS PRESIDENT OF THE HERITAGE FOUNDATION EFFECTIVE DECEMBER 2021. IN EARLY 2022, SHE RECEIVED HER INCENTIVE BONUS IN CONNECTION WITH HER PERFORMANCE DURING HER TENURE AS FOUNDATION PRESIDENT DURING 2021. THAT AMOUNT IS INCLUDED IN HER REPORTABLE COMPENSATION FROM THE ORGANIZATION IN COLUMN "D" OF PART VII.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF INTEREST RATE SWAPS 5,462,412. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -70,748. CONTRIBUTION RESCINDED -42,504.
FORM 990, PART XII, LINE 2C:	THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
INTERN HOUSING LLC
236 MASSACHUSETTS AVE NE STE 110	WASHINGTON	DC	20002	460771893	HOUSING	DE	$488,963	$115,069	THE HERITAGE FOUNDATION
MASSACHUSETTS AVENUE PROPERTIES LLC
236 MASSACHUSETTS AVE NE STE 105	WASHINGTON	DC	20002	461554578	REAL ESTATE	DE	$458,118	$29,195,370	THE HERITAGE FOUNDATION
3RD STREET PROPERTIES LLC
236 MASSACHUSETTS AVE NE STE 115	WASHINGTON	DC	20002	461548557	REAL ESTATE	DE	$145,584	$16,629,130	THE HERITAGE FOUNDATION

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt
HERITAGE ACTION FOR AMERICA
214 MASSACHUSETTS AVENUE	WASHINGTON	DC	20002	272244700	ADVOCACY	DC	501(C)(4)	THE HERITAGE FOUNDATION	0
THE HERITAGE INSTITUTE
214 MASSACHUSETTS AVENUE	WASHINGTON	DC	20002	521193835	PUBLIC CHARITY	DC	501(C)(3)	THE HERITAGE FOUNDATION	0	LINE 7

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	AMERICAN DREAM BROADCASTING INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	214 MASS AVE NE STE 400	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20002	ZIPCd

Field	Value	IRS element (for citing)
EIN	454869531	EIN
Primary Activities	BROADCASTING SERVICES	PrimaryActivitiesTxt
Legal Domicile State	DC	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE ACTION FOR AMERICA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C	EntityTypeTxt
Share Of EOY Assets	$4,059	ShareOfEOYAssetsAmt
Ownership	1.00000	OwnershipPct
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
HERITAGE ACTION FOR AMERICA
J	$138,490	FMV
HERITAGE ACTION FOR AMERICA
L	$1,570,136	COST OF SERVICES
HERITAGE ACTION FOR AMERICA
M	$767,496	FMV
HERITAGE ACTION FOR AMERICA
Q	$4,100,978	FMV
HERITAGE ACTION FOR AMERICA
B	$400,000	FMV