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Under section 501(c), 527, or 4941(e)(1) of the Internal Revenue Code (except 61ack loop benefit oust or private foundation) 1 The organization may have to use a copy of this return to satisfy state reporting requirements all
Deparimml of tie Tieawry Internal Revenue seivice
Often to Public
A Far the 2002 calendar year, or tax year period beginning B chia* Ii
Pig C Name of organization
OA°° v~ "'"' poolw
Hre uen
l Final la_tmc ED na
0r"n°°°
Op o"°^ Pa
ONORS CAPITAL FUND
79-17J4U RoorNswte E Telephone number
F ktaunonpmelnoE I-I Gave M ncauai
~ SP-n~
" Section SDt(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a completed Schedule A (Form 990 or 990 EZ)
City or town, state or country, and ZIP . 4 22313 AL EXANDRIA , VA
) IM cinfiart no) U aani(all1)orlJ oz organization type (rnmonnoneiwl x I ouitc)k ,y K Check here " = if the organization's gross receipts are normally not more than $25,000 The organization need not life a return with the IRS, but d tie organization received a Form 990 Package in the mail, it should file a return without financial data Some states require a complete return r
H and I are not applicable to section 527 organizations H(a) Is this a group return for affiliates? E:1 Yes EXI No H(b) 11 'Yes,' enter number 01 alliliates " H(c) Are all all included N/A ~ Yea 0 No (11 NO, attach a list ) Is this a separate return tiled by an or H(d) Check 1 U d the organization is not required to attach Sch B (Form 990.990-EZ . or 990-PFl
M Part I 1 a b c d 2 3 4 5 6 a b c 7 B a b c d a b c 10 s b c 11 13 14 15 16 18 19
Revenue, Expenses, and Changes in Net Assets or Fund Balances Contributions, gifts, grants, and similar amounts received Direct public support Indirect public support Government contributions (grants) Total (add lines to through 1c) (cash $ 28 5, 23 4 . nonrash $ Program service revenue including government lees and contracts (from Pan VII, line Membership dues and assessments Interest on savings and temporary cash investments Dividends and interest from secuniies Gross rents Less rental expenses Net rental income or (lass) (subtract line 6b from line 6a) Other investment income (describe Boo Gross amount from sale of assets other than inventory Less cost orother basis andsales expenses Gain or (loss)(anachsch dole) DL/'~~~~,' Net gain or (loss) (combs e line BE~bL+pw~Pp ~n Special events and actrvil s ( itach sche u e Gross revenue (not inclu ~ reported on line la) Less direct expenses of ertha Net income or (loss) fro spec Gross sales of inventory, less returns an cuuJ la 1b ic 93)
377 , 42
92 ,190 . )
m e' ',
A Securities 235 902 . 346 028 . 889 874 . STMT 1 contributions
ea 8h Bc
10a Less cost of goods sold tOb Grass profit or (loss) from sales of inventory (attach schedule) (subtract line tOb from line 10a) Other revenue (from Part VII, line 103) Program services (from line 44, column (B)) Management and general (from line 44, column (C)) Fundraising (from line 44, column (D)) Payments to affiliates (attach schedule) Excess or (deficit) for the year (subtract line 17 from line 12) Net assets of fund balances al beginning of year (from line 73, column (A))
9 c I 1UTirom ne 9a) I
o ;-':z oa
Other changes in net assets of lung balances (attach explanation)
~J/ViVYY~
For Paperwork Reduction Act Notice, see the separate instructions
15381006 745960
1 2002 .06000 DONORS CAPITAL FUND
Form 990 (2002)
I `~~
All organizations must complete c and (4) organizations and section JA) Total
74-17j4UaL and (D) are required for section 501(c)(3) able trusts but optional for others
23 Specific assistance to individuals (attach schedule) 24 Benefits paid to or for members (attach schedule) 25 Compensation of officers, directors, etc 26 Other salaries and wages 27 Pension plan contributions 28 Other employee benefits 29 Payroll lazes 30 Professional fundraising tees 31 Accounting lees 32 Legal fees 33 Supplies 34 Telephone
Cash s 978 . 590 . h.ws,s
35 Postage and shipping 36 Occupancy
Equipment rental and maintenance Printing and publications Travel Conferences, conventions, and meetings Interest Depreciation, depletion, etc (attach schedule) Other expenses not covered above (itemize)
Joint Costs Check " E] d you are following SOP 98 2 Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services If Yes ; enter (i) the aggregate amount of these joint costs $ , (u) the amount allocated to Program services $
l oi~mua`oscompli~ocoiuinsll ~aPG~nl~~s<y~~to~~~~,1315
283,434 .
978 .590 .
,888 .
" 0 Yes ~ No
What is [he organization's primary exempt purposes "
All «panaalions must aesaioe their exempt purpose achievements in o of" and concise manner Stale tie number of clients served Publications issued etc Discuss dCliiWlmmls that aye not measurable section 501(cX3) end (d)apin¢alims and <Ba7(aMI) nonexempt Clixildble trusts must War, enter the amount of gaols and u~
Expenses (pequneC I~SO1~cX7) a
Program Senfice
u~ mans
a somav
(Grants and allocations $ 0 Other program services (attach schedule) Total of Program Service Expenses (should equal line 44, column (B), Program services) 0 3sz os
2002 .06000
2 DONORS CAPITAL FUND .
978 ,590 . Form 990(2002)
Form 990(2002)
(B) End of year 45
Note Where required, attached schedules and amounts within fee description column should be for end-of-year amounts only 45 Cash non-interest bearing
Savings andtemporary cash investments 47a
474 . 46
2 , 605 , 720 .
Less allowance for doubtful accounts Pledges receivable Less allowance for doubtful accounts Grants receivable Receivahles from officers, directors, trustees, and key employees Other notes and loans receivable
48 a 49 50 d N
4Bc 19 50
51 a 52 53
Inventories for sale or use Prepaid expenses and deterred charges
Investments -securities STMT 6
Investments - land, buildings, and equipment basis
.Ocost E~j Frnv
55a 55b 57a 57b
17 507 624 . 54
16 826 178 .
b 56 57 a b 58 59 60 H d a 61 62 63 64 a b 65 66
Less accumulated depreciation Investments - other Land, buildings, and equipment basis Less accumulated depreciation Other assets (describe "
55c 56 51e SB 17 640 098 . 20 , 165 . 59 60 61 62 63 61a 64E 65 20 , 165 . 66 19 431 898 . 24 , 881 .
Total assets addlines 45throu g h 58 muste q ual line74 Accounts payable and accrued expenses Grants payable Deferred revenue Loans from officers, directors, trustees, and key employees Tax exempt bond liabilities Mortgages and other notes payable Other liabilities (describe 10, DUE
INC . _ )
30 . 973 . 55 , 854 .
Total liabilities addlines 60throu gh 65 Organizations that follow SFAS 117, check here " 69 and lines 73 and 74
I-XI and complete lines 67 through
Unrestricted Temporarily restricted Permanency restricted Organizations that do not follow SFAS 117, cheek here " 70through 74
70 Capital slack, trust principal, or current lands 71
17 619 933 . 67
Eland complete lines
19 376 044 .
perceives an organization m such cases may be determined by the information presented on its ieWm Therefore, please make sure the return is complete and accurate and tally describes, in Part III, the organization's programs and accomplishments
column (n) must equal dine 19, column (B) must equal dine 21) 17 9 9 3 3 . 73 19 . 376 . 044 . 74 Total liabilities and net assets / fund balances (add does fib and 73) . .. .. . 17164 0 : 0§g . 74 1 19,431,898 . Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public
Retained earnings, endowment, accumulated income, or other lands Total net assets or land balances (add lines 67 through 69 or lines 70 through 72,
azaoz, a t zz as
3 2002 .06000 DONORS CAPITAL FUND .
Heconcmation Or Kevenue per A1.1011[1130 Financial Statements with Revenue per
a b Tolal revenue, pains, and other support per audited financial statements a b
Amounts included on line a but not on line 12, Form 990 (1) Not unrealized gains on investments S <3,885,999 . (2) Donated services and use of facilities $ (3) Recoveries of prior year grants $ (4) Other (specify)
line 17, Form 990 (1) Donated services
Total expenses and losses per audited financial statements Amounts included on line a but not on
Financial Statements with Return
and use of facilities S (2) Prior year adjustments reported on line 20, Form 990 (3) Lasses reported on line 20, Form 990 (4) Other (specify) $ S
S Add amounts on lines (1) through (4) Line a minus line 6
Amounts included on line 12, Form 990 but not on line a
Add amounts on lines (1) through (4) Line a minus line D Amounts included on line 17, Form 990 but not on line a
(1) Investment expenses not included on line 66, Form 990 = (2) Other (specify) Add amounts on lines (1) and (2) Total revenue pet line 12, Form 990 (line s alas line dl 1 1
(1) Investment expenses not included an line 6b, Form 990 S (2) other (specify) Add amounts on lines (1) and(2) Total expenses per line 17, Form 990 11111.
(B) i ale an0 average pours (G) compensauon ju(e) expense account and per week devoted to If not aid, enter a~°~" o`"`~~
one even n nod ( ~0-
°~o`m' ~~~ ~°'
BRUCE H . JACOBS ---------------------------------
2-5 ICE PRESIDE
0. 0. 0 . 0 . 0 . 0 . 0 . 0 .
0 . 0. 0. 0. 0. 0. 0. 0 .
0 . 0 . 0 . 0 . 0. 0. 0. 0.
2-5 S ECRETARY-TR EASURER WHITNEY - L . - BALL --------------------------------20 CHRISTOPHER DEMUTH BOARD MEMBER --------------------------------2-5 BOARD MEMBER STEVEN HAYWARD --------------------------------2-5 ALLAN MAUREN BOARD MEMBER KRIS --------------------------------2-5 WILLIAM H . MELLOR BOARD MEMBER --------------------------- -----2-5 STEPHEN MOORE BOARD MEMBER --------------------------------2-5 KANNON JOHN VON BOARD MEMBER ---------------------------------
2-5 0. 0. 75 Did any officer, director, trustee, of key employee receive aggregate compensation of mole than $700,000 from your organization and all related
organizations, of which more than E70,000 was provided by the related orpanizauons9 II Yes; attach sc h ed ule 0, 0 Y es Ef) No
723037 07 32 07
745960 10806
4 2002 .06000 DONORS CAPITAL FUND
5 76 77 78 a b 79 BO a D 81 a b 82 a b 83 a D 84 a b Did the organization engage in any activity not previously reported to the IRS It 'Yes,' attach a detailed description of each activity Were any changes made in the organizing or governing documents but not reported to the IRS If Yes ; attach a conformed copy of the changes Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? II Yes ; has it filed a tax return on Form 990-T for this year Was there a liquidation, dissolution, termination, or substantial contraction during the year If Yes ; attach a statement Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization? It 'Yes,' enter the name of the organization
Did the organization solicit any contributions or gills that were not tax deductibles N/A 11 'Yes.' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deducti6le9 N/A N/A 85 501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members b Did the oipanization make only in-house lobbying expenditures of $2 .000 of less N/A II Yes' was answered to either 85a or B5b, do not complete BSc through 85h below unless the organization received a waiver for proxy lax e d e f p A 86 87
and check whether it is U exempt or U nonexempt line 81 instructions Enter direct or indirect political expenditures See 81a 0 . Did the organization file Form 1120-POL for this yeaO Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or al substantially less than fair rental value? II Yes; you may indicate the value of these items here Do not include this amount as revenue in Pan I or as an expense in Part II (See instructions in Part III ) 82b N/A Did the organization comply with the public inspection requirements for returns and exemption applications Did the organization comply with the disclosure requirements relating to quid pro qua conirihutions9
83a 83h 84a Bib 85a 85b
II Yes; anach a statement explaining each transaction Enter Amount of lax imposed on the organization managers or disqualified persons during the yeas under sections 4912, 4955, and 4958 d Enter Amount of lax on line 89c, above, reimbursed by the organization 90 a List the stales with which a copy of this return is filed " NONE s
owed for [he prior yeas Dues, assessments, and similar amounts from members BSe N/A Section 162(e) lobbying and political expenditures 85d N/A Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices 85e N/A Taxable amount of lobbying and political expenditures (line 85d less 85e) B51 N/A N/A Does Ire organization elect to pay the section 6033(e) tax on the amount on line 85f? If section 6033(¢)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the lollowinp tax years N/A 501(c)(7) organizations Enter a Inaiauon lees and capital contributions included on line 12 86a N/A B66 Gross receipts, included on line 12, for public use of club facilities N/A 501(c)(12) organizations Enter a Gross income from members or shareholders B7a N/A Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) B7b N/A At any time during the year, did the orpan¢ahon own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 3017701-2 and 3017701-3? If Yes; complete Part IX 501(c)(3) organizations Enter Amount of lax imposed on the organization during the year under 0 ._ , section 4955 . section 49111 0 .. , section 4912 . 0 ., any section 4958 excess benefit 501(c)(3) and 501(c)(4) organizations Did the organization engage in transaction during the year or did it become aware of an excess benefit transaction from a prior year
BS BSh
h Number of employees employed in Ire pay period that includes March 12, 2002 the books are in care of " THE ORGANIZATION Located at " SEE PAGE 1
~ 90b ~ Telephone no " SEE PAGE
ZAP* a " SEE PAGE
Section 4947(a)(1) nonexempt charitable [rusts tiling Form 990 in lieu o/ Form 1041- Check here " 1 92 ~ and enter the amount of tax-exempt interest received or accrued dwinu the lax year oo3 Z3sz 5 15381006 745960 10806 2002 .06000 DONORS CAPITAL FUND INC .
"o N/A Form 990 (2002) 10806 1
Form 990 (2002) DONORS CAE Part VII Analysis of Income-Produce Note Enter gross amounts unless otherwise indicated
93 Program service revenue a b c d e 1 Medicare/Medicaid payments p Fees and contracts Irom government agencies 94 Membership dues and assessments 95 Interest on sarongs and temporary cash investments 96 Dividends and interest from securities 97 Net rental income or (loss) from real estate
31 0l the instiuclions
lAI Business code
Relatedl or exempt function income
a debt-financed property b not debt-financed property 98 Net rental income or (loss) from personal property 99 Other investment income 100 Gam or (loss) from sales of assess other than inventory 101 Net income or (loss) from special events 102 Gross profit or (loss) from sales of inventory 103 Other revenue
a b c d e 104 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E)) Note Line 705 plus line id. Part I . should equal the amount on line
6,527,164 .
gape 32 of the instructions )
Line No Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment of the organization s I exempt purposes (other than by providing weds for such purposes) V
gape 32 of the instructions
'art X I Information Regarding Transfers Associated N (a) Did the organization, during the year, receive any funds, directly or indirectly, li (b) Did Ire organization, during the year, pay premiums, directly or indirectly, on a
Please $1011 Here
2231e1
Preparer s ' Paid signature PreDarers F ms e (a Use Only y-r- 11 w
aaness aoa
na .a
'4550 MONTGOMERY AVE .,
RETHESDA .
GE MAN,
Departmml of the Treasury Internal Revenue Savica
(Except Private Foundation) and Section 501(e), 501(1, 501(k), 501(n), or Section 4947(a)(1) Nonexempt Charitable Trust Supplementary Information-(See separate instructions.) . MUST be completed by the above organizations and attached to their Farm 990 or 990 EZ Employer
OMB No 155 00i7
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 0l the instructions List each one If there are none, enter 'None ')
(a) Name and address of each employee paid more than $50,000 (b) Title and average hours Per week devoted to (c) Compensation
(d) loy~uo~° ~er~ (° o,~, a a~, accoi
Compensation of the Five Highest Paid Independent Contractors for Professional (See was 2 0l the instructions List each one (whether individuals or firms) If there are none . enter 'None 'I
(s) Name and address of each independent contractor paid more than $50,000 (b) Type of service I (c) Compensation
DONORS -TRUST.-INC ____________________________
To121 number of others receiving over
233107/07 12 03
For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ
7 2002 .06000 DONORS CAPITAL FUND
Schedule A (Form 990 0f 990 EZ) 2002
Schedule A (Form 990 or 990-EZ) 2002
Statements About Activities (see page 2 of the instructions)
attach a detailed statement explaining the transactions ) a Sale, exchange, or leasing of property b Lending of money or other extension of credit e Furnishing of goods, services, or tacililies?
During the year, has the organization attempted to influence national, stale, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid or incurred in connection wild the lobbying activities " $ $ (Must equal amounts on line 38, Part VI-, or tine i of Part VI B ) Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A Other organizations checking 'Yes ; must complete Part VI B AND attach a statement giving a detailed description of the lobbying activities During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneticiary9 (I! the answer to any question is "Yes,'
d Payment of compensation (or payment or reimbursement of expenses A more than $1,000) e Transfer of any part of its income or assets? 3 Does the organization make grants for scholarships, fellowships, student loans, etc 9 (See Note below ) 4 Do you have a section 403(b) annuity plan for your employees Note Attach a statement to explain how the organization determines that individuals or organizations receiving grants or loans from it in furtherance of its charitable programs 'qualify' to receive payments
5 0l the instructions
Tie 5 6 7 8 9 10 11a 11b 72
organization is not a private foundation because it is (Please check only ONE applicable box ) o A church, convention of churches, or association of churches Section 170(bff 1)(A)(Q 0 A school Section 170(b)(1)(A)(n) (Also complete Part V ) 0 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(ni) 0 A Federal, stale, or local government or governmental unit Section 170(b)(1)(A)(v) E] A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(m) Enter the hospital's name, city, E] E] ~ 0
and state An organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(rv) (Also complete the Support Schedule in Part IV A) An organization that normally receives a suDStanlial part of its support from a governmental unit or from the general public Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A ) AcommunitytrusiSechon170(D)(1)(A)(vi)(AlsocompletetheSuDDOrtSsheduleinPartIV-A) An organization that normally receives (1) more than 33 1/3% of its support from Contributions, membership fees, and gross receipts from activities related to its charitable, etc, functions- subject to certain exceptions, and (2) no more than 33 1/3X of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization otter June 30, 1915 See section 509(a)(2) (Also complete the Support Schedule in Part IV A) An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in (1) lines 5 through 12 above, or (2) section 501(c)(4), (5) or (6) it they meet the test of section 509(a)(2) (See section 509(a)(3) ) Provide the following information about the supported organizations (See page 5 of the instructions I (a) Name(s) of supported organization(s) (b) Line number from above
An organization organized and
to lest for public safety Section
Schedule A (Farm 990 or 990-EZ) 2002
2'3111 01 27 07
2002 .06000 DONORS CAPITAL FUND .
Page 3 Schedule A(FOrm990or990EZ)2002 DONORS CAPITAL FUND INC . 54-1934032 (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method o1 accounting Part IV-A Support Schedule N/A Note You ma use the worksheet m the instructions for conveRin from the accrual to the cash method olaccounting Calendar year (orfiscal year a 2001 b 2000 e 1999 d 1998 e Total be ginnin g in " Gifts, grants, and conlribulions 15 received (Do not include unusual rants See line 28 Membershi p lees received 16 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc, purpose iB Gross income from interest, dividends, amounts received from payments on securities loans (sec lion 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 lazes) If om businesses acquired by the organization after June 30, 1975 Net income from unrelated business activities not included in line 18 tax revenues levied for the organization s benefit and either paid to it or expended on ifs behalf The value of services or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or lacilnies generally furnished to the public without charge Other income Attach a schedule Do not include gain or (loss) from sale of capital assets Total of lines 15 through 22 Line 231minus line 17 Enter 1% of line 23
pp 23 24 25 26
Organizations described on lines 10 or 11 a Enter 2% of amount in column (e), line 24 b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 1998 through 2001 exceeded the amount sown in line 26a Do not file this list with your return Enter the sum of all these excess amounts e Total support for section 509(a)(1) lest Enter line 24, column (e) d Add Amounts from column (e) for lines 18 19 e 1
. 26a
" 26b " 26e
22 261h 1111- 26a N/ A Public support (line 26c minus line 26d total) " 26e N/ A Public support oercentaae (line 26e (numerator) divided by line 26c (denominator)) " 26f N/A Organizations described on line 12 a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person; prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person ' Do not file this list with your return Enter the sum of such amounts for each year (2001) (2000) (1999) (1998) for any amount included in line 17 that was received from each person (other than 'disqualilied persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do pat 61e this list with your return Alter computing the difference between the amount received and tie larger amount described in (1) or (2), enter the sum of these differences (The excess amounts) for each year (2001) (2000) (1999) (1998) Add Amounts from column (e) for lines 15 16 17 20 21 10, 27e N /A Add Line 27a total and line 27b total " 27d N /A Public support (line 27c total minus line 27d total) " 27e N /A Total support for section 509(a)(2) lest Enter amount on line 23, column (e) 1 271 N /A Public support percentage (line 27e (numerator) divided by line 27f (denominator)) 1 27 N /A
c d e 1 p
28 Unusual Grants For an organization described in line 10, 11, or 12 that received any unusual grants during 1998 through 2001, prepare a list for your records to show, for each year, the name of the contributor the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return Do not include these grants in line 15
223121 01 23 03
15381006 745960 10806
9 2002 .06000 DONORS CAPITAL FUND
Schedule A(Fam 990 or 900 EZ) 2002
Schedule A(FOrm990ar990-EZ)2002 DONORS
ate School Questionnaire (See page 7 of the instructions )
CAPITAL FIND INC . .
54N/A
be completed ONLY by schools that checked the box on line 6 in Part IV)
29 30 31 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period it it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves II 'Yes,' please describe, it 'No,* please explain (If you need mare space, attach a separate statement )
Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative stall b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships? d Copies of all material used by the organization or on its behalf to solicit contributions? 11 you answered 'No* to any of the above, please explain (If you need more space, attach a separate statement )
Does the organization discriminate by race in any way with respect to a Students' rights or prrvil¢p¢s? b Admissions policies? e Employment of faculty or administrative slaft9 d Scholarships or other financial assistance e Educational policies f Use of facilities? p Athletic programs? h Other extracurricular activities? II you answered -Yes' to any of the above, please explain (II you need more space, anach a separate statement)
34 a Does the organization receive any financial aid or assistance from a governmental agency'2 b Has the organization s right to such aid ever been revoked or suspended II you answered 'Yes* to either 34a or b, please explain using an attached statement 35 Does the organization certify that it has complied with she applicable requirements of sections 4 01 through 4 05 0l Rev Pioc 75-50, 1975-2 C B 587, covering racial nondiscrimination It 'No,' attach an explanation
229 13 i 01 22 03
10 2002 .06000 DONORS CAPITAL FUND
Schedule n(Form990a990-EZ)2002 DONORS CAPITAL FUND INC . Part VI-A] Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions)
(To be completed ONLY by an eligible organization that filed Form 5768) Check " a n d the oroanizauon helonos to an affiliated orouo
54-1934032 Page 5 N/A
Check " h n d you checked 'a* and limited control' orovisions aoolv
Limits Off Lobbying Expenditures lerm'expenditures' means amounts paid or incurred )
36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 38 Total lobbying expenditures (add lines 36 and 37) 39 Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39) 47 Lobbying nontaxable amount Enter the amount from the following fable If the amount on line 40 isNol ova 530U 000 Ova $500 000 but nod ova 51000 000 OvdS10W000bu1nOtovd31500000 O+>f1500000DUt not ova f17000000 Ova S 77 NO ON 42 13 41 20% of the amount on line 40 $100 000 plus 15% of the excess over 5500 000 5775000Plus 1091011heexcess over 510p0000 S2t5000plus 5%ollheexcess ovef15WW0 f 1 000 000
nniiiaiea~group totals N/A
To be completed for ALL eleclinp orpanizalions
The lobbying nontaxable amount is-
Grassroots nontaxable amount (enter 25% of line 41) Subtract line 42 from line 36 Enter -0- d line 42 is more than line 36 Subtract line 41 from line 38 Enter 0- it line 41 is more than line 38
11 (here is an amount on either line 43 or line 44 . you must file Form 4 720 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below See the instructions for lines 45 throunh 50 on gape 11 of the instructions 1 Lobbying Expend i tures During 4-Year Averaging Period Calendar year (or fiscal year beginning in) 45 Lobbying nontaxable 46 Lobbying ceiling amount 47 Total lobbying 48 Grassroots nontaxable 49 Grassroots ceiling amount 50 Grassroots lobbying Part VI-B Lobbying Activity by Nonelectmg Public Charities (For reporting only by organ izalions That did riot complete Part VI-A) (Seepage 11 0l the instructions ) Yes No t (a) 2002 (b) 2001 (c) 2000 (d) 1999 Total
During the year, did the organization attempt to influence national, state or local legislation, including any anempt to influence public opinion on a legislative matter or referendum, through the use of a Volunteers D Paid staff or management (Include compensation in expenses reported on lines e through h ~ c Media advertisements d Mailings to members, legislators, or the public e Publications, or published or broadcast statements f Grants to other organizations for lobbying purposes p Direct contact with legislators, then staffs, govemmenl officials, of a legislative body h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means Total lobbying expenditures (Add lines s through h ) If *Yes to any of the above, also attach a statement grump a detailed description of the lobbying activities o;3z41 s
LEI I 1
11 DONORS CAPITAL FUND
Schedule A (Form 990 of 990-EZ) 2002
Schedule A(FOrm990or990EZ)2002 DONORS CAPITAL FUND INC . 54-1934032 Part VII Information Regarding Transfers To and Transactions and Relationships With Nonchantable
51 Did the reporting organization directly or indirectly engage in any of the lollowinp with any other organization described in section 501(1) of the Code (other [ban section 501(c)(3) organizations) or in section 527, relating to political orpanizalions? 51a(l) api b(i) b(u ) b(m)
Exempt Organizations (See page 12 of the instructions
a Transfers from the reporting organization to a noncharitable exempt organization of (i) Cash (u) Other assets b Other transactions (i) Sales or exchanges of assets with a noncharitable exempt organization (u) Purchases of assets from a noncharaable exempt orpaniniion (w) Rental of facilities, equipment, or other assets (n) Reimbursement arrangements (v) Loans or loan guarantees (vi) Performance of services or membership or lundraising solicitations
No X g X X
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees d II the answer to any of the above is Yes; complete the following schedule Column (0) should always show the lair market value of the goods, other assets, or services given by the reporting organization If the organization received less than fair market value in any
X bl,vX blv X b(n X c X
Is Ire organization directly or indirectly affiliated with, or related to, one or more tax exempt organizations described m section 501(c) of the Code (other than section 507(c)(3)) or in section 527? ~ E::] Yes
12 2002 .06000 DONORS CAPITAL FUND .
,DONORS CAPITAL FUND, GRANT GRANT GRANT GRANT GRANT GRANT
INC . SPRINGFIELD, LOS ANGELES, NEW YORK, NY FORT WAYNE, WASHINGTON, HERNDON, VA IN DC VA CA SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION NONE LINE 22
50,000 . 1,000 . 2,500 . 1,000 . 1,000 . 3,500 . 2,500 .
NATIONAL RIGHT TO WORK FOUNDATION REASON FOUNDATION SLOAN-KETTERING CANCER CENTER STATE POLICY NETWORK WASHINGTON LEGAL FOUNDATION YOUNG AMERICA'S FOUNDATION MISC . SMALL GRANTS
978,590 .
SECURITY DESCRIPTION INVESTMENT IN LLC COMMON STOCK TO 990, LN 54 COL B
CORPORATE STOCKS 616,137 . 616,137 .
OTHER PUBLICLY TOTAL TRADED OTHER NON-GOV'T SECURITIES SECURITIES SECURITIES 16210041 . 16210041 . 16,210,041 . 616,137 . 16,826,178 .
SUPPORTED ORGANIZATIONS - PART IV,
NAME OF SUPPORTED ORGANIZATION
LINE NO . 11A 11A 11A 11A 11A 11A 11A 11A 11A 11A 11A
18 STATEMENT S) 5, 6, 7 2002 .06000 DONORS CAPITAL FUND INC . 10806 1
DONORS CAPITAL FUND, FORM 990 GAIN
INC . FROM PUBLICLY TRADED SECURITIES GROSS SALES PRICE COST OR OTHER BASIS EXPENSE OF SALE
DESCRIPTION SALES OF MARKETABLE SECURITIES TO FORM 990, PART I, LINE 8
21,235,902 . 21,235,902 .
15,346,028 . 15,346,028 .
5,889,874 . 5,889,874 .
<3,885,999 .>
FORM 990 (A) DESCRIPTION CONSULTING MARKETING PROFESSIONAL FEES INVESTMENT FEES ADMINISTRATIVE SERVICES TAXES MISCELLANEOUS TOTAL
OTHER EXPENSES (B) PROGRAM SERVICES . . . . (C) MANAGEMENT AND GENERAL
112,500 13,001 20,098 10,515
101,469 . 25,011 . 840 .
101,469 . 25,011 . 840 . 283,434 .
TOTAL TO FM 990, IN 43
EXPLANATION SUPPORT OF ORGANIZATIONS DESCRIBED IN CODE SECTIONS 509(A)(1) AND 509(A)(2) WHICH ALLEVIATE, THROUGH EDUCATION, RESEARCH AND PRIVATE INITIATIVES, SOCIETY'S MOST PERVASIVE AND RADICAL NEEDS, INCLUDING THOSE RELATING TO SOCIAL WELFARE, HEALTH, ENVIRONMENT, ECONOMICS GOVERNANCE,FOREIGN RELATIONS, AND ARTS AND CULTURE ; AND WHICH ENCOURAGE PHILANTHROPY AND INDIVIDUAL GIVING
16 STATEMENT S) 2002 .06000 DONORS CAPITAL FUND INC .
1, 2, 3, 4 10806 1
.DONORS CAPITAL FUND, INC . AND RESPONSIBILITY AS AN ANSWER TO SOCIETY'S NEEDS, GOVERNMENTAL INVOLVEMENT . FORM 990 CASH GRANTS AND ALLOCATIONS AS OPPOSED TO
STATEMENT DONEE'S RELATIONSHIP SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION
DONEE'S NAME AMERICAN ENTERPRISE INSTITUTE A .C .U . FOUNDATION
DONEE'S ADDRESS WASHINGTON, DC
851,090 . 1,000 .
ALEXANDRIA, FAIRFAX, VA
ATLAS ECONOMIC RESEARCH FOUNDATION BROTHERHOOD ORG . OF A NEW DESTINY CATO INSTITUTE CAPITAL RESEARCH CENTER DONORS TRUST EVERGREEN FREEDOM FOUNDATION GOLDWATER INSTITUTE THE HERITAGE FOUNDATION INSTITUTE FOR JUSTICE JUDICIAL WATCH LEADERSHIP INSTITUTE MERCATUS CTR . AT GEORGE MASON UNIV .
1,000 . 1,000 . 2,500 . 1,000 . 25,000 . 1,000 . 1,000 . 2,500 . 1,000 . 25,000 . 3,000 . 1,000 .
GRANT GRANT GRANT GRANT GRANT GRANT GRANT GRANT GRANT GRANT GRANT
LOS ANGELES, WASHINGTON, WASHINGTON, ALEXANDRIA, OLYMPIA, WA PHOENIX, AZ
CA DC DC VA
SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION
WASHINGTON, WASHINGTON, WASHINGTON, ARLINGTON, ARLINGTON,
DC DC DC VA VA
SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION SUPPORTED ORGANIZATION
17 STATEMENT S) 4, 5 2002 .06000 DONORS CAPITAL FUND INC . 10806 1
8868 (December zooo,
Deparmxnl of ffie Trcaury
mimes awmue s~~os
" File a separate aoolication for each return
OMB No 1545 1709
" It you are filing for an Automatic 3-Month Extension, complete only Part I and check this box " If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part t1 (on page 2 of this form)
Note Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868 Aart ! Automatic 3-Month Extension of Time - only submit original (no copies needed)
Note Form 990-T corporations requesting an automatic 6-month extension - check this box end complete Part I only al other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to file income tax returns Partnerships, REMICs and busts must use Form 8736 to request an extension of time to file Form 7065, 7066, or 1041 Type or pool due °Y Me Cetn br fij~~rovwl ~ s .. in"m. .to.. Name of Exempt Organization DONORS CAPITAL FUND INC .
Number, street, and room or suite no If a P O box, see instructions P .O . BOX 1305 City, town or post office, state, and ZIP code For a foreign address, see instructions ALEXANDRIA VA 22313
Check type of return to be filed(file a separate application for each return) Form 990 0 Form 990 BL 0 Form 990 EZ O Form 990 PF D ~ D D Form 990-T (corporation) Form 990-T (sec 401(a) or 4080 trust) Form 990 T (trust other than above) Form 1041-A ~ Form 4720 0 Form 5227 E--] Form 6069 D Form 8870
" D " If the organization does not have an once or place o1 business in the Untied States, check this box If this is for the whole group, check this " If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEM box 1 0 I( it is for part of the group, check this box 1 EDand attach a list with the names end EINS of all members the extension will cover 1 AUGUST 15, 2003 I request an automatic 3 month (6-month, for 990-T corporation) extension of time until to file the exempt organization return for the organization named above The extension is for the organization's return (or " Ocalendar year2002 or 1 0 tax year beginning , and ending If this tax year is for less than 12 months, check reason 0 Initial realm El Foal return E::]Change m accounting penal
If this application is for Form 990-BL, 990 PF, 990 T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions If this application is for Form 990 PF or 990~T, enter any refundable credits and estimated tax payments made Include any poor year overpayment allowed as a credit Balance Due Subtract line 3b from line 3a Include your payment with this form, or, d required, deposit with FTD coupon or. A required, by using EFfPS (Electronic Federal Tax Payment System) See instructions Signature and Verification
Under penalties of penury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, R is true, correct, and complete, and that I am authorized to prepare this form Signature " :S J ~'~----~ - Title " LFIA For Paperwork Reduction Act Notice, see instruction CR 7~ Date " 5-h /3 Form 8888 (12 .2000)
za=i
os-oi-uz
12210501 745960 10806
23 2002 .05000 DONORS CAPITAL FUND,
form BARD LIT 2000) 0 If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box Note Only complete Part II 11 you have already bean granted an automatic 3-month extension on a previously filed Fpm 8868
Type a print File by the ,a due drtebr fillip the 'Mum see
Name of Exempt Organization DONORS .O, CAPITAL FUND INC . . , ,
Employer Identification number 54-1934032 For IRS use only
Number, street, and room or suite no If a P O box, see Instructions City, town or post office, state, and ZIP tale For a foreign address, see Instructions VA 22313 0 Form 990 T (sec 401(a) or 40B(a) mist) ED Form 990 T (trust other than above) BOX 1305
°°`ti°'u AL EXANDRIA , Form 990 [] Form 99013L
Cheek type of return to be7 filed (File a separate application for each return) LJ Form 990 EZ ~] Form 990 PF ~ Form 1041 A ~ Form 4720 0 Form 5227 ~ Form 6069 0 Form 8870
STOP Do not complete Pa rt I I if you we re not a lr eady granted an auto matic 3-month extension on a previously filed Form 8868 " 11 the organization does not have an office or place of business in the United States, check this box " If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) )P.O
If this Is for the whole group, check this
box jli~ 0 II it is for part of the group, check this box 1 0 and attach a list with the names and EINS of all members the extension is for
I request an additional 3 month extension of time until
For calendar year Z 0 0 2 , or other tax year beginning If this tax year is for less than 12 months, check reason State in detail why you need the extension
~ Initial return
and ending ~ Final return
0 Change in accounting period
11 this application is for Form 990 BL, 990 PF, 990 T, 4720, w 6069, enter the tentative tax, less any nonrefundable credits See instructions If this application is for Form 990 PF, 990 T, 4720, or 6069, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 Balance Due. Subtract line Bb from line Ba Include your payment with this form, or, n required, deposit with FTD $
coupon or, A required, by using EFTPS (Electronic Federal Tax Payment System) See instructions Signature and Verification
Under penalties of perNry, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and ymplete, and that I am authorized to prepare this loan
" We have approved this application Please attach this form to the organization's velum J 0 We have not approved this application However, we have granted a 104ay grace period from the later of the date shown below or the due date of the organization's return (including any poor extensions) This grace period Is considered to be a valid extension of lime for elections otherwise required to be made on a timely velum Please attach this form to the organization's return ~~A~~ 0 We have not approved this application After considering the reasons stated in Item 7, we cannot grant your requesLWE~I~~~drlbi time to OWe cannot consider this application because it was filed after the due date of the return for which an extension was Oilier
to Applicant - To Be Completed by the IRS
S ~~ /413
1 e 2003
Alternate Mailing Address - Enter the address If you want the copy of this application fog an additional 3 month extension returned to an address different than the ore entered above Name
Type or Number and street (include suite. room, or apt no )Or a P O box number d &;S fl M(1T1TG(1MRR V DVR CiiTTF f, S 0 N(1RTF
City or town, province or slate, and country (including postal or ZIP code)
15080728 745960 10806
22 2002 .06000 DONORS CAPITAL FUND, INC .
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