HERITAGE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE FOUNDATION (EIN 23-7327730)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-27
- IRS object ID
- 201212719349300221
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-09-27T11:48:11-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237327730 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERI | NameControl |
| Phone | 2025464400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR EDWIN J FEULNER JR | Name |
| Title | PRESIDENT | Title |
| Phone | 2025464400 | Phone |
| Date Signed | 2012-09-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | DR EDWIN J FEULNER JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 150274063 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HERITAGE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 504 | TotalNbrEmployees |
| Total Nbr Volunteers | 31 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 73957186 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 65687562 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 432344 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 206109 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2243003 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4222024 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1621331 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2055288 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 78253864 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72170983 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 474170 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 525384 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31184583 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32858870 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 4111462 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 3952210 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 15598163 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 44608035 | OtherExpensePriorYear |
| Other Expenses Current Year | 42697364 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 80378250 | TotalExpensesPriorYear |
| Total Expenses Current Year | 80033828 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2124386 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7862845 | RevenuesLessExpensesCY |
| Total Assets BOY | 196167571 | TotalAssetsBOY |
| Total Assets EOY | 174109394 | TotalAssetsEOY |
| Total Liabilities BOY | 31347893 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30877847 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 164819678 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 143231547 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 26560427 | Expense |
| Grants | 223413 | Grants |
| Description | (SEE SCHEDULE O)PUBLIC POLICY RESEARCH: THE HERITAGE FOUNDATION PRODUCES YEARLY HUNDREDS OF RESEARCH PAPERS, INCLUDING ISSUE BRIEFS, BLOG POSTS, FACT SHEETS, BACKGROUNDERS, GUIDES AND BOOKS ADDRESSING A BROAD RANGE OF ECONOMIC, DOMESTIC, DEFENSE, FOREIGN AND SOCIAL POLICY ISSUES. THESE PUBLICATIONS ANALYZE BOTH CURRENT PUBLIC POLICIES AND ALTERNATIVE POLICY RECOMMENDATIONS FOR SUBSTANCE AND MERIT. THE RESULTS OF OUR RESEARCH ARE AVAILABLE IN PRINT FORMAT AND AT NO CHARGE THROUGH OUR WEBSITE, WHICH IS VISITED BY MILLIONS. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2011 ANNUAL REPORT, AVAILABLE ONLINE AT HTTP://THF_MEDIA.S3.AMAZONAWS.COM/2012/PDF/THF_2011ANNREP_WEB.PDF. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 24102552 | Expense |
| Grants | 202738 | Grants |
| Revenue | 206109 | Revenue |
| Description | (SEE SCHEDULE O)EDUCATIONAL PROGRAMS: IN ADDITION TO PUBLIC POLICY RESEARCH AND DISSEMINATION, THE HERITAGE 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 2011, OUR LECTURES AND SEMINARS PROGRAM PRODUCED 188 PUBLIC EVENTS ATTRACTING NEARLY 13,000 ATTENDEES. OUR RESOURCE BANK CONFERENCE DRAWS MORE THAN 580 CONSERVATIVE POLICY EXPERTS, ACTIVISTS, CONGRESS MEMBERS AND ENTREPRENEURS FOR THREE DAYS OF WORKSHOPS AND DISCUSSIONS. AND OUR INTERN PROGRAM PROVIDED ALMOST 200 YOUNG PEOPLE AN INVALUABLE WORK-STUDY EXPERIENCE IN WASHINGTON, DC. WE TRAINED AND GRADUATED NEAR 40 YOUNG CAPITOL HILL STAFFERS FROM OUR CONGRESSIONAL FELLOWS PROGRAM AND HOSTED NEARLY 40 MEETINGS FOR OUR MEMBERS, ATTRACTING MORE THAN 7,000 TOTAL PARTICIPANTS. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2011 ANNUAL REPORT, AVAILABLE ONLINE AT HTTP://THF_MEDIA.S3.AMAZONAWS.COM/2012/PDF/THF_2011ANNREP_WEB.PDF. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11797297 | Expense |
| Grants | 99233 | Grants |
| Description | (SEE SCHEDULE O)MEDIA AND GOVERNMENT RELATIONS: THE HERITAGE FOUNDATION DISTRIBUTES ITS RESEARCH PRODUCT 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 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. OUR ANALYSTS MADE OVER 4,800 RADIO AND TELEVISION APPEARANCES IN 2011, AND EARNED MORE THAN 1,200 OP-ED PLACEMENTS IN MAJOR PRINT AND ONLINE MEDIA OUTLETS. WE SENT OUT A DAILY NEWSLETTER, THE MORNING BELL, TO OVER 250,000 SUBSCRIBERS, AND PUBLISHED THOUSANDS OF BLOG POSTS ON THE FOUNDRY. WE ALSO CONDUCT IN-DEPTH ISSUES-RELATED SEMINARS FOR MEMBERS OF THE MEDIA, ADDRESSING TOPICS SUCH AS HEALTHCARE AND HOMELAND SECURITY. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2011 ANNUAL REPORT, AVAILABLE ONLINE AT HTTP://THF_MEDIA.S3.AMAZONAWS.COM/2012/PDF/THF_2011ANNREP_WEB.PDF. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 62460276 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 236 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 504 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEOFF LYSAUGHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2025464400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| THOMAS A SAUNDERS III | |||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| RICHARD M SCAIFE | |||||||
| VICE CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | |
| J FREDERIC RENCH | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| MEG ALLEN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DOUGLAS ALLISON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LARRY P ARNN PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BELDEN BELL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DAVID BROWN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MIDGE DECTER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MALCOLM STEVE FORBES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT J HERBOLD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| TODD HERRICK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM JERRY HUME | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KAY COLE JAMES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| HON J WILLIAM MIDDENDORF II | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ABBY MOFFAT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NERSI NAZARI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT PENNINGTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| J FREDERICH RENCH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM SIMON JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN TRACY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BARB VAN ANDEL-GABY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARION WELLS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| EDWIN FEULNER JR | |||||||
| PRESIDENT | 40.00 | X | X | 1097788 | 0 | 71893 | |
| PHILLIP TRULUCK | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | X | 690260 | 0 | 71858 | |
| EDWIN MEESE III | |||||||
| RONALD REAGAN DISTINGUISHED FELLOW | 40.00 | X | 346330 | 0 | 69943 | ||
| DAVID ADDINGTON | |||||||
| VP, DOMESTIC & ECONOMIC POLICY | 40.00 | X | 206373 | 0 | 30692 | ||
| BECKY DUNLOP | |||||||
| VP, EXTERNAL RELATIONS | 40.00 | X | 213468 | 0 | 42872 | ||
| JOHN-PETER FOGARTY | |||||||
| VP, DEVELOPMENT | 40.00 | X | 201416 | 0 | 43778 | ||
| MICHAEL FRANC | |||||||
| VP, GOVERNMENT STUDIES | 40.00 | X | 225423 | 0 | 58695 | ||
| MIGUEL GONZALEZ | |||||||
| VP, COMMUNICATIONS | 40.00 | X | 212739 | 0 | 52506 | ||
| KIM HOLMES | |||||||
| VP, DAVIS INSTITUTE FOR INT'L STUDIES | 40.00 | X | 251040 | 0 | 64943 | ||
| TED SCHELENSKI | |||||||
| VP, FINANCE & OPERATIONS | 40.00 | X | 209503 | 0 | 42515 | ||
| MATTHEW SPALDING | |||||||
| VP, AMERICAN STUDIES | 40.00 | X | 164374 | 0 | 46191 | ||
| MICHAEL SPILLER | |||||||
| VP, INFORMATION TECHNOLOGY | 40.00 | X | 199243 | 0 | 51247 | ||
| JOHN VON KANNON | |||||||
| VP AND SENIOR COUNSELOR | 40.00 | X | 256931 | 0 | 66908 | ||
| GENEVIEVE WOOD | |||||||
| VP, LEADERSHIP FOR AMERICA OPERATIONS | 40.00 | X | 221680 | 0 | 39253 | ||
| KATHLEEN ROWAN | |||||||
| EXECUTIVE ASSISTANT | 40.00 | X | 109028 | 0 | 17767 | ||
| ERNEST ISTOOK | |||||||
| DISTINGUISHED FELLOW | 40.00 | 276960 | 0 | 22575 | X | ||
| ELAINE CHAO | |||||||
| DISTINGUISHED FELLOW | 40.00 | 265553 | 0 | 22575 | X | ||
| STUART BUTLER | |||||||
| DISTINGUISHED FELLOW | 40.00 | 256463 | 0 | 70908 | X | ||
| JAMES FOSTER | |||||||
| NORMAN B. TURE SENIOR FELLOW | 40.00 | 210088 | 0 | 35694 | X | ||
| JAMES CARAFANO | |||||||
| DIR., ALLISON CTR FOR FOREIGN POLICY STDS. | 40.00 | 192683 | 0 | 16862 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5807343 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 939675 | TotalOtherCompensation |
| Number Individuals GT100 K | 83 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PREMIERE RADIO NETWORKS | |||||
| 15260 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | MKTG & ADVERTISING | 2236555 |
| GIVE RIGHT INC | |||||
| 6715 SUNSET BLVD | LOS ANGELOS | CA | 90028 | MKTG & FUNDRAISING | 2221838 |
| REBECCA HAGELIN COM AND MKT | |||||
| 4572 25TH RD NORTH | ARLINGTON | VA | 22207 | MKTG & ADVERTISING | 1348430 |
| CONRAD DIRECT INC | |||||
| 300 KNICKERBOCKER RD | CRESSKILL | NJ | 07626 | MAILING CONTACT MANAGEMENT | 1286633 |
| MERKLE RESPONSE | |||||
| 100 JAMISON COURT | HAGERSTOWN | MD | 21740 | DIRECT MAIL & FULFILLMENT SERVICES | 1249847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 65687562 | AllOtherContributions |
| Noncash Contributions | 2388496 | NoncashContributions |
| Total Contributions | 65687562 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PUBLICATION SALES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 206109 | TotalRevenueColumn |
| Related Or Exempt Function Income | 206109 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 206109 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1025263 | TotalRevenueColumn |
| Exclusion | $1,025,263 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59497 | TotalRevenueColumn |
| Exclusion | $59,497 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1290312 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1290312 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1290312 | TotalRevenueColumn |
| Exclusion | $1,290,312 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 79643353 | Securities |
| Other | 1656488 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 76345329 | Securities |
| Other | 1757751 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3298024 | Securities |
| Other | -101263 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3196761 | TotalRevenueColumn |
| Exclusion | $3,196,761 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 705479 | TotalRevenueColumn |
| Exclusion | $705,479 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 705479 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72170983 | TotalRevenueColumn |
| Related Or Exempt Function Income | 206109 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $6,277,312 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525384 | Total |
| Program Services | 525384 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5414772 | Total |
| Program Services | 4587537 | ProgramServices |
| Management And General | 211661 | ManagementAndGeneral |
| Fundraising | 615574 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22237056 | Total |
| Program Services | 18867996 | ProgramServices |
| Management And General | 872658 | ManagementAndGeneral |
| Fundraising | 2496402 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1244948 | Total |
| Program Services | 1045773 | ProgramServices |
| Management And General | 47574 | ManagementAndGeneral |
| Fundraising | 151601 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2305973 | Total |
| Program Services | 1937048 | ProgramServices |
| Management And General | 88120 | ManagementAndGeneral |
| Fundraising | 280805 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656121 | Total |
| Program Services | 1391164 | ProgramServices |
| Management And General | 63287 | ManagementAndGeneral |
| Fundraising | 201670 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267440 | Total |
| Program Services | 222326 | ProgramServices |
| Management And General | 42433 | ManagementAndGeneral |
| Fundraising | 2681 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67000 | Total |
| Program Services | 55698 | ProgramServices |
| Management And General | 10630 | ManagementAndGeneral |
| Fundraising | 672 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3952210 | Total |
| Fundraising | 3952210 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5340606 | Total |
| Program Services | 5245637 | ProgramServices |
| Management And General | 84987 | ManagementAndGeneral |
| Fundraising | 9982 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4508784 | Total |
| Program Services | 4072843 | ProgramServices |
| Management And General | 370 | ManagementAndGeneral |
| Fundraising | 435571 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16656396 | Total |
| Program Services | 10908239 | ProgramServices |
| Management And General | 204884 | ManagementAndGeneral |
| Fundraising | 5543273 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2030939 | Total |
| Program Services | 1862512 | ProgramServices |
| Management And General | 19926 | ManagementAndGeneral |
| Fundraising | 148501 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2223577 | Total |
| Program Services | 2135589 | ProgramServices |
| Management And General | 82567 | ManagementAndGeneral |
| Fundraising | 5421 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3395190 | Total |
| Program Services | 2716767 | ProgramServices |
| Management And General | 29952 | ManagementAndGeneral |
| Fundraising | 648471 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3475058 | Total |
| Program Services | 3246012 | ProgramServices |
| Management And General | 34248 | ManagementAndGeneral |
| Fundraising | 194798 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208991 | Total |
| Program Services | 161930 | ProgramServices |
| Management And General | 5400 | ManagementAndGeneral |
| Fundraising | 41661 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3288843 | Total |
| Program Services | 2548248 | ProgramServices |
| Management And General | 84982 | ManagementAndGeneral |
| Fundraising | 655613 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200999 | Total |
| Program Services | 179726 | ProgramServices |
| Management And General | 17035 | ManagementAndGeneral |
| Fundraising | 4238 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STAFF TRAINING | 557454 | 449925 | 71781 | 35748 |
| HONORARIA/WRITER'S FEES | 285181 | 156681 | 128500 | |
| TEMPORARY STAFFING | 190906 | 143241 | 2894 | 44771 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80033828 | Total |
| Program Services | 62460276 | ProgramServices |
| Management And General | 1975389 | ManagementAndGeneral |
| Fundraising | 15598163 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13320077 | Total |
| Program Services | 9990841 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 3329236 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6395996 | BOY |
| EOY | 10897487 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16993033 | BOY |
| EOY | 8348100 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 110912 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1310709 | BOY |
| EOY | 1414584 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 74111712 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24709498 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50935813 | BOY |
| EOY | 49402214 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46014116 | BOY |
| EOY | 37383474 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74078431 | BOY |
| EOY | 65817323 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 438473 | BOY |
| EOY | 734300 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196167571 | BOY |
| EOY | 174109394 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9172851 | BOY |
| EOY | 9615477 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5186666 | BOY |
| EOY | 4983333 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16988376 | BOY |
| EOY | 16279037 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31347893 | BOY |
| EOY | 30877847 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143688866 | BOY |
| EOY | 133271628 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19830812 | BOY |
| EOY | 8559919 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300000 | BOY |
| EOY | 1400000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164819678 | BOY |
| EOY | 143231547 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196167571 | BOY |
| EOY | 174109394 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -7862845 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -13725286 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47138503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62910593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 71755400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72557778 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65687562 | CurrentTaxYear |
| Total | 320049836 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47138503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62910593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 71755400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 72557778 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65687562 | CurrentTaxYear |
| Total | 320049836 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5260496 | AmountsSubstContributorsTotal |
| Public Support Total170 | 314789340 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4046946 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4096511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2911829 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2406313 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2375072 | CurrentTaxYear |
| Total | 15836671 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6187141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 104561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 234621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 369275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 705479 | CurrentTaxYear |
| Total | 7601077 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 343487584 | TotalSupport |
| Gross Receipts From Admissions Etc | 1059607 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91650 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 80033828 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 80033828 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 122278641 | BeginningOfYearBalance |
| Contributions | 2357900 | Contributions |
| Investment Earnings Or Losses | -8275637 | InvestmentEarningsOrLosses |
| Other Expenditures | 14290469 | OtherExpenditures |
| Administrative Expenses | 385690 | AdministrativeExpenses |
| End Of Year Balance | 101684745 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 114267069 | BeginningOfYearBalance |
| Contributions | 11346041 | Contributions |
| Investment Earnings Or Losses | 15188077 | InvestmentEarningsOrLosses |
| Other Expenditures | 18195322 | OtherExpenditures |
| Administrative Expenses | 327224 | AdministrativeExpenses |
| End Of Year Balance | 122278641 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 94681554 | BeginningOfYearBalance |
| Contributions | 13182545 | Contributions |
| Investment Earnings Or Losses | 19910200 | InvestmentEarningsOrLosses |
| Other Expenditures | 13173578 | OtherExpenditures |
| Administrative Expenses | 333652 | AdministrativeExpenses |
| End Of Year Balance | 114267069 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 134559493 | BeginningOfYearBalance |
| Contributions | 13468346 | Contributions |
| Investment Earnings Or Losses | -37525326 | InvestmentEarningsOrLosses |
| Other Expenditures | 15600264 | OtherExpenditures |
| Administrative Expenses | 220695 | AdministrativeExpenses |
| End Of Year Balance | 94681554 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.90200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01380 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08420 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8733268 | OtherCostOrOtherBasis |
| Book Value | 8733268 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54461508 | OtherCostOrOtherBasis |
| Depreciation | 16885595 | Depreciation |
| Book Value | 37575913 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10916936 | OtherCostOrOtherBasis |
| Depreciation | 7823903 | Depreciation |
| Book Value | 3093033 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49402214 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS IN LIMITED PARTNERSHIPS | 49809514 | F |
| TRUSTS AND ANNUITIES | 16007809 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 65817323 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION PLANS | $3,833,588 |
| SPLIT-INTEREST AGREEMENTS | $12,386,160 |
| INTEREST RATE SWAP | $59,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16279037 | TotalOfAmounts |
| Total Revenue | 72170983 | TotalRevenue |
| Total Expenses | 80033828 | TotalExpenses |
| Excess Or Deficit For Year | -7862845 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -12927299 | NetUnrealizedGLOnInvestments |
| Other | -$797,987 | OtherAmount |
| Total Adjustments | -13725286 | TotalAdjustments |
| Excess Or Deficit Per FS | -21588131 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 58445697 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -12927299 | NetUnrealizedGainsInvestments |
| Other Revenues | -797987 | OtherRevenues |
| Revenue Not Rptd F990 | -13725286 | RevenueNotRptdF990 |
| Revenue Subtotal | 72170983 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 72170983 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 80033828 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 80033828 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 80033828 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 FOUNDATION. THE INVESTMENTS IN THE FUND WILL BE MADE FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION. INDIVIDUAL DONOR-RESTRICTED FUNDS WILL BE GOVERNED BY THE TERMS OF THEIR GOVERNING PLAN DOCUMENTS. SEPARATE ACCOUNTING IS 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A), AS AN ENTITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE FOUNDATION HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PUBLIC CHARITY AND IS NOT A PRIVATE FOUNDATION. CONTRIBUTIONS TO THE FOUNDATION ARE DEDUCTIBLE FOR FEDERAL INCOME, ESTATE, AND GIFT TAX PURPOSES. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, IS SUBJECT TO TAX. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -924,400. UNREALIZED GAIN - INTEREST RATE SWAP 126,413. TOTAL TO SCHEDULE D, PART XI, LINE 8: -797,987. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS - INTEREST RATE SWAP 126,413. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -924,400. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 5502 |
| EAST ASIA AND THE PACIFIC - | 0 | 1 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 200161 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 2 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 102102 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 922 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 1463 |
| RUSSIA & THE NEWLY INDEPENDENT STATES - | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 6564 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 16643 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, | 0 | 0 | PROGRAM SERVICE | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | 9605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 3 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 3 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 342962 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 342962 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| ODELL SIMMS & ASSOCIATES | ||||||||
| 7704 LEESBURG PIKE | FALLS CHURCH | VA | 22043 | CONSULTS ON DIRECT MAIL PROGRAM | 0 | 17040315 | 674607 | 16365708 |
| GIVE RIGHT INC | ||||||||
| 11500 OYLMPIC BLVD SUITE 540 | LOS ANGELOS | CA | 90064 | TELEMARKETING PROGRAMS & THANK YOU FOLLOW UPS | 0 | 4825853 | 2221838 | 2604015 |
| KMA DIRECT COMMUNICATION | ||||||||
| 7160 DALLAS PARKWAY STE 400 | PLANO | TX | 75024 | CONSULTS ON MULTI CHANNEL/MEDIA PROGRAM | 0 | 1910645 | 772862 | 1137783 |
| WARFIELD & WALSH INC | ||||||||
| 601 S WASHINGTON STREET | ALEXANDRIA | VA | 223143004 | CONSULTS ON DIRECT MAIL PROGRAM | 0 | 1649556 | 242972 | 1406584 |
| BMD FULL SERVICE DIRECT MARKETING | ||||||||
| WASHINGTON ST 300 | ALEXANDRIA | VA | 22314 | CONSULTS ON DIRECT MAIL PROGRAM | 0 | 65214 | 20052 | 45162 |
| WEST DIRECT | ||||||||
| 11808 MIRACLE HILL DRIVE | OMAHA | NE | 681544403 | TELEMARKETING PROGRAMS | 0 | 24004 | 14379 | 9625 |
| PM GROUP | ||||||||
| 7550 IH-10 WEST SUITE 510 | SAN ANTONIO | TX | 78229 | CONSULTS ON DIRECT MAIL PROGRAM | 0 | 21471 | 5500 | 15971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 25537058 | TotalGrossReceipts |
| Total Retained By Contractors | 3952210 | TotalRetainedByContractors |
| Total Net To Organization | 21584848 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CAPITOL HILL - BUSINESS IMPROVEMENT DISTRICT (CHBID) | |||||||
| 30 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 522232461 | 501(C)(6) | 40529 | CLEAN, SAFTEY, AND BEUTIFICATION PROGRAMS IN THE CAPITOL HILL COMMUNITY |
| HERITAGE ACTION FOR AMERICA | |||||||
| 321 D ST NE | WASHINGTON | DC | 20002 | 272244700 | 501(C)(4) | 400000 | PROGRAM AND ADMINISTRATIVE ACTIVITIES, NOT TO INCLUDE LOBBYING |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE HERITAGE FOUNDATION MAKES PERIODIC CONTRIBUTIONS, BUT IS NOT A GRANT-MAKING ENTITY IN THE TRADITIONAL SENSE. OUR CONTRIBUTIONS TO OTHER QUALIFYING ORGANIZATIONS IN 2011 COMPRISED APPROXIMATELY APPROXIMATELY SIX TENTHS OF ONE PERCENT OF OUR TOTAL ANNUAL EXPENSE. IF AN ORGANIZATION SENDS A GRANT REQUEST, THE ORGANIZATION IS RESEARCHED AND REVIEWED BY STAFF TO DETERMINE IF A GRANT ALIGNS WITH OUR OBJECTIVES AND OVERALL MISSION. IF A GRANT IS AWARDED, IT MUST BE USED TO SUPPORT THOSE PURPOSES. THE GRANT AMOUNT IS THEN DETERMINED BY THE RELEVANT MANAGER AND AWARDED TO THE ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (19 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDWIN FEULNER JR | |||||||||||||
| 501263 | 0 | 575300 | 0 | 21225 | 0 | 49000 | 0 | 25533 | 0 | 1172321 | 0 | 0 | 0 |
| PHILLIP TRULUCK | |||||||||||||
| 347625 | 0 | 330300 | 0 | 12335 | 0 | 49000 | 0 | 25291 | 0 | 764551 | 0 | 0 | 0 |
| EDWIN MEESE III | |||||||||||||
| 283601 | 0 | 55300 | 0 | 7429 | 0 | 47050 | 0 | 26536 | 0 | 419916 | 0 | 0 | 0 |
| DAVID ADDINGTON | |||||||||||||
| 193373 | 0 | 12100 | 0 | 900 | 0 | 30692 | 0 | 2725 | 0 | 239790 | 0 | 0 | 0 |
| BECKY DUNLOP | |||||||||||||
| 174381 | 0 | 36300 | 0 | 2787 | 0 | 31418 | 0 | 13752 | 0 | 258638 | 0 | 0 | 0 |
| JOHN-PETER FOGARTY | |||||||||||||
| 165827 | 0 | 35300 | 0 | 289 | 0 | 28514 | 0 | 20129 | 0 | 250059 | 0 | 0 | 0 |
| MICHAEL FRANC | |||||||||||||
| 177965 | 0 | 46300 | 0 | 1158 | 0 | 35802 | 0 | 25196 | 0 | 286421 | 0 | 0 | 0 |
| MIGUEL GONZALEZ | |||||||||||||
| 171779 | 0 | 40150 | 0 | 810 | 0 | 29648 | 0 | 25114 | 0 | 267501 | 0 | 0 | 0 |
| KIM HOLMES | |||||||||||||
| 201478 | 0 | 47300 | 0 | 2262 | 0 | 42050 | 0 | 25192 | 0 | 318282 | 0 | 0 | 0 |
| TED SCHELENSKI | |||||||||||||
| 166647 | 0 | 36300 | 0 | 6556 | 0 | 31062 | 0 | 14160 | 0 | 254725 | 0 | 0 | 0 |
| MATTHEW SPALDING | |||||||||||||
| 149535 | 0 | 14300 | 0 | 539 | 0 | 23298 | 0 | 24985 | 0 | 212657 | 0 | 0 | 0 |
| MICHAEL SPILLER | |||||||||||||
| 163328 | 0 | 35300 | 0 | 615 | 0 | 28389 | 0 | 24448 | 0 | 252080 | 0 | 0 | 0 |
| JOHN VON KANNON | |||||||||||||
| 197839 | 0 | 55300 | 0 | 3792 | 0 | 44050 | 0 | 25238 | 0 | 326219 | 0 | 0 | 0 |
| GENEVIEVE WOOD | |||||||||||||
| 178964 | 0 | 42300 | 0 | 416 | 0 | 32081 | 0 | 9264 | 0 | 263025 | 0 | 0 | 0 |
| ERNEST ISTOOK | |||||||||||||
| 272994 | 0 | 150 | 0 | 3816 | 0 | 22575 | 0 | 2972 | 0 | 302507 | 0 | 0 | 0 |
| ELAINE CHAO | |||||||||||||
| 262900 | 0 | 300 | 0 | 2353 | 0 | 22575 | 0 | 2037 | 0 | 290165 | 0 | 0 | 0 |
| STUART BUTLER | |||||||||||||
| 212125 | 0 | 40300 | 0 | 4038 | 0 | 46050 | 0 | 27262 | 0 | 329775 | 0 | 0 | 0 |
| JAMES FOSTER | |||||||||||||
| 205536 | 0 | 3650 | 0 | 902 | 0 | 19016 | 0 | 18638 | 0 | 247742 | 0 | 0 | 0 |
| JAMES CARAFANO | |||||||||||||
| 167833 | 0 | 23300 | 0 | 1550 | 0 | 16862 | 0 | 2156 | 0 | 211701 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R HAGELIN COMM & MKTG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FIRM OWNED BY FORMER OFFICER REBECCA HAGELIN | Relationship |
| Amount Of Transaction | 1348430 | AmountOfTransaction |
| Description Of Transaction | FORMER V.P. OF COMMUNICATIONS, REBECCA HAGELIN, IS A GREATER THAN 35% OWNER OF REBECCA HAGELIN COMMUNICATIONS & MARKETING. THE FIRM FACILITATES A PORTION OF OUR ADVERTISING AND SPONSORSHIP RELATIONSHIPS. ALL OF THE AMOUNT PAID TO THE FIRM IN 2010 REPRESENTS PASS THROUGH PAYMENTS TO ADVERTISERS, NOT CONSULTING FEES. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 82500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXPERT OPINION/VALUATION | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 152 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2300991 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE FROM SALES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | EVENT SPONSORSHIP | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5005 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AT COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| UNRELATED BUSINESS TAXABLE INCOME | FORM 990, PAGE 1, PART I, LINE 7 | THE FORM 990-T FOR THE ORGANIZATION WILL BE FILED WITH THE IRS AFTER THE FORM 990 IS FILED. THE FORM 990-T HAS BEEN EXTENDED UNTIL 11/15/2012. |
| LOSS ON OPERATIONS | FORM 990, PAGE 1, PART 1, LINE 19 | NOTE ON LOSS RESULTING FROM EXPENSES EXCEEDING REVENUES IN 2011: THE MAJORITY OF THE LOSS IS THE RESULT OF WRITING OFF TWO LARGE PLEDGES THAT THE FOUNDATION DETERMINED WERE NOT COLLECTIBLE. PRIOR TO 2011, THE FOUNDATION HAS NEVER WRITTEN OFF ANY PLEDGES OF THIS MAGNITUDE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE CHIEF ACCOUNTANT COMPILES NECESSARY INFORMATION TO COMPLETE FORM 990. INDEPENDENT PAID TAX PREPARERS THEN ASSIST IN COMPLETING THE FORM FOR FURTHER REVIEW BY MANAGEMENT. DRAFTS ARE REVIEWED BY THE FOUNDATION'S CONTROLLER AND ASSISTANT CONTROLLER. THE COMPLETED DRAFT IS THEN REVIEWED BY THE V.P. OF FINANCE & OPERATIONS. ONCE ALL CORRECTIONS HAVE BEEN MADE, THE FORM IS REVIEWED BY THE PRESIDENT/CEO AND EXECUTIVE V.P. THOUGH THE BOARD DOES NOT REVIEW THE 990 PRIOR TO FILING, THE BOARD DOES RECEIVE A COMPLETED COPY OF THE 990 AFTER FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW EMPLOYEES ARE PROVIDED A COPY OF THE FOUNDATION'S EMPLOYEE HANDBOOK, WHICH ADDRESSES CONFLICTS OF INTEREST. EMPLOYEES MUST SIGN AND ACKNOWLEDGE THEY HAVE REVIEWED AND WILL ADHERE TO ALL POLICIES CONTAINED WITHIN THE FOUNDATION'S EMPLOYEE HANDBOOK. SPECIFICALLY, THE EMPLOYEE HANDBOOK STATES, "NO EMPLOYEE WILL DO ANYTHING IN THE CONDUCT OF HERITAGE OPERATIONS THAT WOULD VIOLATE ANY FEDERAL, STATE, OR LOCAL LAW, REGULATION, OR ORDINANCE. OUTSIDE WORK WHICH IS IN CONFLICT WITH THE EFFORTS OF THE FOUNDATION IS PROHIBITED." THE HERITAGE FOUNDATION ALSO MAINTAINS A CONFLICT OF INTEREST POLICY FOR ALL TRUSTEES, WHO ARE REQUIRED TO SIGN AN ANNUAL DISCLOSURE OF CONFLICTS OF INTEREST. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION, INCLUDING SALARIES, BONUSES AND BENEFITS, FOR OUR PRESIDENT, EXECUTIVE VICE PRESIDENT, AND OTHER MEMBERS OF SENIOR MANAGEMENT IS AUTHORIZED BY THE HERITAGE FOUNDATION'S INDEPENDENT BOARD OF TRUSTEES, AND BASED ON THE RECOMMENDATION OF THE BOARD'S COMPENSATION COMMITTEE. IN 2010, THE COMPENSATION COMMITTEE WAS COMPRISED OF FIVE INDEPENDENT, VOLUNTEER BOARD MEMBERS WHO WERE NOT, AND HAVE NEVER BEEN, EMPLOYEES OF THE FOUNDATION. 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. 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 THE SUCCESS OF THE ORGANIZATION, THE DEPARTMENTS THE EXECUTIVE LEADS, AND 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 2010, 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 990 AND FINANCIAL STATEMENTS, AVAILABLE UPON REQUEST IN COMPLIANCE WITH THE LAW. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -12,927,299. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -924,400. UNREALIZED GAIN - INTEREST RATE SWAP 126,413. TOTAL TO FORM 990, PART XI, LINE 5: -13,725,286. |
| REASON FOR FILING OF AMENDED 2011 FORM 990 | FORM 990, PAGE 1, B, AMENDED RETURN | AN AMENDED 2011 FORM 990 IS BEING FILED TO CORRECT THE AMOUNT OF GROSS RECEIPTS ASSOCIATED WITH THE FUND RAISING ACTIVITIES OF GIVE RIGHT, INC., A PROFESSIONAL FUNDRAISING ORGANIZATION REPORTED IN PART I OF THE SCHEDULE G. THE CORRECTED AMOUNT OF GROSS RECEIPTS FROM THE CONDUCT OF GIVE RIGHT INC.'S FUNDRAISING ACTIVITIES IS $4,825,853. IN ADDITION, SCHEDULE F IS BEING CHANGED TO SHOW THE UPDATED EXPENDITURE AMOUNTS AND THE NUMBER OF EMPLOYEES, AGENTS, AND INDEPENDENT CONTRACTORS FOR EUROPE AND EAST ASIA AND THE PACIFIC. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE ACTION FOR AMERICA | ||||||||||
| 214 MASS AVE NE | WASHINGTON | DC | 20002 | 272244700 | ADVOCACY | DC | 501(C)(4) | THE HERITAGE FOUNDATION | 0 | |
| THE HERITAGE INSTITUTE | ||||||||||
| 214 MASS AVE NE | WASHINGTON | DC | 20002 | 521193835 | PUBLIC CHARITY | DC | 501(C)(3) | 0 | LINE 7 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HERITAGE ACTION FOR AMERICA | ||
| B | 400000 | CASH |
| HERITAGE ACTION FOR AMERICA | ||
| P | 70436 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| I | 120267 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| K | 585088 | COST OF SERVICES |
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