-

Form

OMBNo 1545-0047

990

Return of Organization Exempt From Income Tax

"

2007

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code

(except black lung benefit trust or private foundation)

Open to Public
Inspection

Department
of theTreasury
InternalRevenueserv1ce(77 The organization may have to use a copy of this return to satisfy state reporting requirements

r~~
...

.
2007 ,an d en d'ma
Fort he 2007 ca Ien d ar vear, or tax vear beammna
'
Nameof organization
Pleaseuse
IRSlabel Donors
Trust,
Inc.
or fyrint Numberandstreet(or PO box If ma1l1snotdelivered
to streetaddr) Room/suite
or pe.
Namechange
See
specific 109 North
Henry Street
Initialreturn
lnstrucCity,townor country
State ZIPcode+4
Termination
bons.

A
B

Section 501(c)(3) organizations and 4947~a)(1~nonexempt

charitable trusts must attach a complete Sc edule A
(Fonn 990 or 990-EZ).

G Web site: ....www.donors trust.

Organization type
(check only one)

K Check here.,.

VA

Alexandria

Amended
return

D Applicationpending

ora

.,.. ~ 501(c)

3 ... (insertno)

LJ1fthe organization

D 4947(a)(l)or 0527 H (d)

Gross receipts: Add lines 6b, Sb, 9b, and 10b to line 12 .,.. 16, 946,

!Part I
1

52-2166327
E Telephone
number
(703)
F ~~~~ting

00No

.,..N/A
Grouo Exemotion Number
Check
11the organization
1snot required
to attachScheduleB (Form990,990-EZ,or 990-PF)

I
M

LJ

843.

I Revenue Expenses. and Chanaes in Net Assets or Fund Balances (See the instructions.)
Contributions, gifts, grants, and s1m1laramounts received

a Contributions to donor advised funds

la

10,461,557.

b Direct public support (not included on line 1a)

lb

1,726,889.

c Indirect public support (not included on line 1a)

le
le

12,188,446.

608,310.

Membership dues and assessments

Interest on savings and temporary cash investments

174,031.

D1v1dendsand interest from securities

97,422.

6a Gross rents

I 6b6al

b Less rental expenses

--

c Net rental income or (loss). Subtract line 6b from line 6a

LJ

Is thisa separatereturnfliedbyan
coveredbya groupruling' nves
organization

ld
d Government contributions (grants) (not included on line la)
1
noncash $
2,882,272.)
9,306,174.
e T:tn\r~ti~ \ncijs
(cash$
2 Program service revenue including government fees and contracts (from Part VII, line 93)

R
E
v
E
N

535-3563

Cash ~ Accrual
22314-2903
Other(specify)
....
H and I are not apphcable to section 527 orgamzatmns
H (a) Is thisa groupreturnfor affiliates'
Oves
~ No
H (b) If 'Yes,'enternumberof affiliates.,..
H (c) Areall affiliatesincluded'
~Yes
ONo
)
(If 'No,'attacha list Seeinstructions

1s not a 509(a)(3) supporting organization and its

gross receipts are normally not more than $25,000. A return 1s not required, but 1fthe
organization chooses to file a return, be sure to file a complete return.

'
Number
D EmployerIdentification

CheckIf applicable

6c

....

Other investment income (describe

(A) Securities

Ba Gross amount from sales of assets other

than inventory
b Less: cost or other basis and sales expenses

c Gainor (loss)(attachschedule)

See

L-8

3,878,634.

Ba

3,812,479.

Sb

Stmt

(B) Other

66,155.

Be

--

d Net gain or (loss). Combine line Sc, columns (A) and (B)
9 Special events and act1v1t1es(attach schedule) If any amount 1sfrom gaming, check here
of contributions
a Gross revenue (not including
$
reported on line 1b)
9al
b Less direct expenses other than fundra1sing expenses
9b

....
D

Bd

66,155.

--.

c Net income or (loss) from special events Subtract line 9b from line 9a

9c

I10b
10al

10a Gross sales of inventory, less returns and allowances

b Less. cost of goods sold
c Grossprofitor (loss)from salesof inventory(attachschedule).Subtractline 10bfrom line 10a

E
x
p

E
N

s
E
s

11

Other revenue (from Part VII, line 103)

12

Total revenue. Add lines le, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11

13

Program services (from line 44, column (8))

14

Management and general (from line 44, column (C))

15

Fundra1sing (from line 44, column (D))

10c

glAUG1 8 2008

11

,~

RECEIVED

12

13

13

134,364.

6 347,715.

14

54,320.

15

271,176.

16

Payments to affiliates (attach schedule)

17

Total expenses. Add lines 16 and 44, column (A)

18

Excess or (def1c1t)for the year Subtract line 17 from line 12

18

6,461,153.

Net assets or fund balances at beginning of year (from line 73, column (A))

19

4,610,950.

NS 19
ES
TE 20
T
s 21

Other changes 1n net assets or fund balances (attach explanation)

OGDENUT
.See

L-20

16

17

Sbnt.

20

Net assets or fund balances at end of :tear. Combine lines 18, 19, and 20

BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

21
TEEAO101

6,673,211.

-45,883.
11,026,220.

12127107 Form 990 (2007)

(l/

.. .
Donors

Form 990 200

..

Part II

Trust,

Inc.

Pa e 2

52-2166327

Statement of Functional Expenses

All organizations must complete column (A). Columns (B), (C), and (D) are required
for section 501 (c)(3) and (4) organizations and section 4947(a)(l) nonexempt charitable trusts but optional for others (See instruct)

Do not include amounts reported on /me

6b, Bb, 9b, 10b, or 16 of Part I

(B) Program

(A) Total

(C) Management
and aeneral

services

(D) Fundra1s1ng

22a Grants paid from donor advised

funds (attach sch)
(cash
non-cash

$
$

5,501,198.
0. )

~o

22a

~o

22b

If this amount includes

foreign grants, check here
22 b Othergrantsandallocations(att sch)
(cash
60,450.
$
)
non-cash
$
If this amount includes
foreign grants, check here

23
24

Spec1f1cassistance to md1v1duals
(attach schedule)

23

Benefits paid to or for members

(attach schedule)
..

24

25a Compensation of current officers,

directors, key employees, etc. listed
See L-25a Stmt
in Part V-A
b Compensation of former officers,
directors, key employees, etc listed
in Part V-8
c Compensation
andotherd1stnbut1ons,
not
includedabove,to d1squalif1ed
persons(as
definedundersection4958(1)(1
)) andpersons
described
in section
4958(c)(3)(B)

25a

5,501,198.

5,501,198.

60,450.

60,450.

139,242.

76,583.

6,962.

55,697.

25b

0.

0.

0.

0.

25c

0.

0.

0.

0.

Salaries and wages of employees not

included on Imes 25a, b, and c

26

114,719.

Pension plan contributions not

included on lines 25a, b, and c

27

27,965.

28

Employee benefits not included on

Imes 25a 27

28

9,238.

8,446.

464.

29

Payroll taxes

29

17,679.

9,750.

942.

26
27

65,618.

5,579.

16, 661.

1,363.

43,522.
9, 941.
328.
6,987.

30

Professional fundra1smg fees

30

31

Accounting fees

31

42,250.

20,300.

21,950.

0.

32

Legal fees

32

65,010.

56,882.

8,128.

0.

33 Supplies
34 Telephone

33
34

10,026.

6,769.

378.

2,879.

6,180.

3,625.

297.

2,258.

35 Postage and shipping

35

7,065.
36,664.

4,809.
21,036.

262.
1,816.

1,994.
13,812.

10,818.

8,533.

265.

2,020.

62,724.

56,013.

780.

5,931.

2,368.

205.

1,558.

36

Occupancy

36

37

Equipment rental and maintenance

37

38 Printing and publ1cat1ons

39 Travel
conventions,
and meetings
40 Conferences,

38
39
40

41

Interest

41

42

Deprec1at1on,
depletion,etc (attachschedule)
Otherexpenses
notcoveredabove(1tem1ze):

42

Advertising_
&_marketing_
_
Dues & Com:Q_liance ______
Utilities
Website
Costs
Insurance
Writer/research/editor
fees
Banking_ fees
_________

43a

56,640.

5,620.

43b

13,680.

5,912.

43
a
b

0.

2,950.

------------------------------------e
------------------f

43f

468,767.

399,328.

0.

43a

10,119.

10,044.

9.

Totalfunctionalexpenses.AddImes22a
throu~h43g (Or~amzat1ons
completing
columns
(B) - Dl, carrvt esetotalsto Imes1 - 15)

Joint Costs. Check

43d
43e

44

~u If you are following SOP 98-2

805.
7,340.
501.

6,673,211.

462.
7, 021.

37.

287.

25.

6,347,715.

51,020.

4,818.

43c

44

4, 131.

40.

303.
282.
189.
69,439.
66.

54,320.

271,176.

~o

[fil

Are any Joint costs from a combined educational campaign and fundra1smg sol1c1tat1onreported in (8) Programservices?
Yes
No
If 'Yes,' enter (i) the aggregate amount of these 101ntcosts
$
; (ii) the amount allocated to Program services
$
; (iii) the amount allocated to Management and general
$
, and (iv) the amount allocated
to Fundra1sm
$
Form 990 (2007)
TEEAO102 08/02/07
BAA

..

Form 990 2007

Part Ill

Donors

Trust,

Inc.

52-2166327

Pa e3

Statement of Pro ram Service Aecom lishments See the instructions.

Form 990 1savailable for public 1nspect1onand, for some people, serves as the primary or sole source of information about a particular
organization. How the public perceives an organization in such cases may be determined by the 1nformat1onpresented on its return Therefore,
please make sure the return 1scomplete and accurate and fully describes, 1nPart Ill, the organization's programs and accomplishments
What 1sthe organization's primary exempt purpose?
See Statement,
Attached
All organizations must describe their exempt purpose achievements in a clear and concise manner State the number of
clients served, P.ubl1cat1ons
issued, etc. Discuss achievements that are not measurable. (Section 501 (c)(3) and (4) organ1zat1onsand 4947(a)(l I nonexempt charitable trusts must also enter the amount of arants and allocations to others.)

a See

Statement,

Attached_(DAF

Prog}'."am)_________________________

----------------------------------------------------n
(Grants and allocations
$
5 , 5 0 2 , 4 4 8 . ) If this amount includes fore1an grants, check here
b See

Statement,

Attached_(NPS

c See

Statement,

Attached_(CCAP

d See

Staternent..L

Attached_(PPAA

._

TEEA0103

12127/07

93, 561.

165,430.

._

._

e Other program services

See Statement,
Attached
(Grants and allocations
$
) If this amount includes foreign grants, check here ._
f Total of Program Service Expenses (should equal line 44, column (8), Program services)

BAA

5,857,581.

._

Pro_gram) ________________________

----------------------------------------------------n
(Grants and allocations
$
0 . ) If this amount includes fore1an arants, check here

optional tor others l

Pro_gram) ________________________

----------------------------------------------------n
(Grants and allocations
$
0 . ) If this amount includes fore1an arants, check here

CRec1,'~~~~~;;z;.i
4947(a)(l) trusts. but

Prog}'."am)_________________________

----------------------------------------------------n
(Grants and allocations
$
0 . ) If this amount includes foreign grants, check here

ProgramServiceExpenses

4,000.

228,393.
6,348,965.
Form 990 (2007)

t'

Form 990 (2007)

I Part IV
Note:
45
46

Donors

I Balance

Trust,
Inc .
Sheets (See the instructions.)

52-2166327

Cash - non-interest-bearing
Savings and temporary cash investments

(B)
End of year

45
3,328,690.

47 a Accounts receivable
b Less: allowance for doubtful accounts

47a

48a Pledges receivable

b Less allowance for doubtful accounts

48a
48b

49

(A)
Beginning of year

Where reqwred, attached schedules and amounts within the descnpt,on

column should be for end-of-year amounts only

Page 4

46

289,166.

7,661,252.

----

47b

85,080.

47c

289,166.

48c
49

Grants receivable

50 a Receivables from current and former officers, directors, trustees, and key
employees (attach schedule)

50a

b Receivables from other d1squalif1edpersons (as defined under section 4958(f)(l ))

50b
a ~~~~e:::e~s adneds~~:::::c:~:;::

4958(c)(3)(8) (attachl sc haedl

ule)

51
. 51 .
,__5_1_b+---------

(attach schedule)
b Less: allowance for doubtful accounts

52 Inventories for sale or use

53 Prepaid expenses and deferred charges
54a Investments - publicly-traded securities

Stmt ...
L- 54b Stm~

L-54a

b Investments - other securities (attach sch)

55a Investments - land, buildings, & equipment basis

b Less accumulated deprec1at1on
(attach schedule)
L- 5 5 St.mt
56 Investments - other (attach schedule)
57a Land, bu1ld1ngs,and equipment basis

D Cost
D Cost

~ FMV
~ FMV

_5_5_a+-----5'"'"4_._,

61
62

6,450.
1,179.864.
0.

19,265.

12,130.

s
N

tI

~
D

t
~
~

1,875.
4,614,089.
3, 139.

Other liab1l1t1es(describe

Total liabilities. Add lines 60 throucih 65

58

67
68
69

64a
64b
)

65
3,139.

66

Unrestricted
Temporarily restricted
Permanently restricted

----

4,610,950.

67

11,026,220.

68
69

D and complete lines

-70

71

Capital stock, trust principal, or current funds

Paid-in or capital surplus, or land, building, and equipment fund

72

Retained earnings, endowment, accumulated income, or other funds

72

73

Total net assets or fund balances. Add lines 67 through 69 or lines 70 through
72 (Column (A) must equal line 19 and column (B) must equal line 21)
Total liabilities and net assets/fund balances. Add lines 66 and 73

74

5,262.

~ and complete lines 67

Organizations that do not follow SFAS 117, check here

70 through 74.
70

3,699.
11,031,482.
5,262.

59
60
61
62
-

_______________________

Organizations that follow SFAS 117, check here

through 69 and lines 73 and 74.

34,964.

63

b Mortgages
andothernotespayable
(attachschedule)
66

1,000,000.

57c

Grants payable
Deferred revenue

65

401.

--

71

BAA

---

4,610,950.
4,614,089.

73
74

11 026,220.
11, 031, 482.
Form 990 (2007)

TEEAO104

----------

55c
56

63

T
~

0.
2, 042

~-

55b

Loans from officers, directors, trustees, and key

employees (attach schedule)
1 64a Tax-exempt bond liab11it1es(attach schedule)

53
54a
54b

--'-2_2-'9_.'"""
1

b Less: accumulated deprec1at1on

(attach schedule)
58 Other assets, including program-related investments
(describe
..?~~_!..j,I_!_e_
.?._S_t!_!!~_________________
59 Total assets (must equal line 74) Add lines 45 through 58
60 Accounts payable and accrued expenses
L
I

51 c
52

'----'--'----------+----------+-=..,;c..::..+-------~

08/02107

'
Form990 2007

Donors

Trust,

Inc.

52-2166327

Pages

Part IV-A Reconciliation of Revenue per Audited Financial Statements with Revenue per Return (See the
instructions.)
a
b

Total revenue, gains, and other support per audited f1nanc1alstatements

Amounts included on line a but not on Part I, line 12.
1 Net unrealized gains on investments
2Donated services and use of fac11it1es
..
3Recoveries of prior year grants
40ther (specify)

a
bl
b2
b3

--------------------------------------------------------------------Add Imes bl through b4

c
d

13

-b
c

-44,633.
13,134,364.

dl

-------------------------------

d2

--------------------------------------Add lines dl and d2

-d

.... e
IPart IV-B I Reconciliation of Expenses per Audited Financial Statements with Expenses per Return
e

a
b

Total revenue (Part I, line 12) Add lines c and d

Total expenses and losses per audited financial statements

Amounts included on line a but not on Part I, line 17:
1 Donated services and use of facilities
2Prior year adJustments reported on Part I, line 20
3Losses reported on Part I, line 20
40ther (specify):
2007 _grants
rescinded
after
audit
_____________
Add lines bl through b4
Subtract line b from line a
Amounts included on Part I, line 17, but not on line a:

~~":,'~:~~~:enses

b4

6,674,461.

b
c

1,250.
6,673,211.

1,250.

dll
_:-_:-_:-J

not ,n,luded on Part I. lme 6b_:-_:-_:-_:_:-_:-_:_:-_:-_:-

d2
e

13,134,364.

bl
b2
b3

-------------------------------

c
d

089, 731.

-44,633.

b4

Subtract line b from line a

Amounts included on Part I, line 12, but not on line a:
1 Investment expenses not included on Part I, line 6b
20ther (specify)

Add Imes dl and d2

Total expenses (Part I, line 17) Add Imes c and d

.... e

6,673,211.

IPart V-A I Current Officers, Directors, Trustees, and Key Employees

(List each person who was an officer, director, trustee,

or key employee at any time during the year even 1fthey were not compensated ) (See the mstruct,ons)

(A) Name and address

(B) Title and average hours

per week devoted
to pos1t1on

(C) Compensation
(if not paid,
enter -0)

(D) Contributions to
employee benefit
plans and deferred
compensation plans

(E) Expense
account and other
allowances

Whitney
L Ball ___________
c/o Donors Trust
_________
Sec ' v & Treas

. 40.00

106,083.

33,159.

0.

Kimber!x_ 0 Dennis
________
c/o Donors Trust
_________
President

0.00

0.

0.

0.

0.00

0.

0.

0.

Director

0.00

0.

0.

0.

Vice-President

0.00

0.

0.

0.

James_Piereson
___________
c/o Donors Trust
_________
Director,

VP

Nathaniel
C Moffat
---------------------c/o Donors Trust--------Daniel
c/o

C Searle

Donors

__________

Trust---------

See List of Officers, Directors,Trustees,& Key EmployeesStatemen

---------------------BAA

TEEAO105

08102107

Form 990 (2007)

,,
Form 990 (2007)

Donors

I Part V-AI Current

Trust,

Inc.

52-2166327

Paae 6
No

Officers Directors. Trustees and Kev Employees (continued)

Yes

75a Enterthetotal numberof officers,directors,andtrusteespermittedto voteonorgamzat1on

businessat boardmeetings ~6
b Are any officers, directors, trustees, or key employees listed in Form 990, Part VA, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule
A, Part II-A or 11-8,related to each other through family or business relat1onsh1ps? If 'Yes,' attach a statement that
1dent1f1esthe ind1v1dualsand explains the relatlonsh1p(s)
c Do any officers, directors, trustees, or key employees listed in form 990, Part VA, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule
A, Part II-A or 11-8,receive compensation from any other organizations, whether tax exempt or taxable, that are related
to the organization? See the 1nstruct1onsfor the def1nit1onof 'related organization'

-----------

-- --

75b

--~

If 'Yes,' attach a statement that includes the information described 1nthe instructions,
d Does the oraanizat1on have a written conflict of interest policy?

75c
--

----

75d

!Part V-B I Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below)
during the year, list that person below and enter the amount of compensation or other benefits 1nthe appropriate column See
the instructions,)
(C) Compensation
(E) Expense
(0) Contributions to
(B) Loans and
(1f not paid,
employee benefit
account and other
(A) Name and address
Advances
enter -0-)
plans and deferred
allowances
compensation plans
N/A ______________________

-------------------------------------------------

-------------------------

-------------------------------------------------------------------------

-------------------------------------------------

-------------------------

------------------------------------------------I Part VI I Other Information (See the mstruct,ons.)

Yes

Did the organization make a change in its act1v1t1esor methods of conducting act1v1t1es'
If 'Yes,' attach a detailed statement of each change
77 Were any changes made 1nthe organizing or governing documents but not reported to the IRS'
If 'Yes,' attach a conformed copy of the changes
78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return'

76

-- -

n
--

-x

--

78a
78b

79 Was there a l1qu1dation,d1ssolut1on,termination, or substantial contraction during the

year? If 'Yes,' attach a statement

----

80a Is the organization related (other than by assoc1at1onwith a statewide or nat1onw1deorganization) through common
membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization'

---

Donors

x
x

76

b If 'Yes,' has 1tfiled a tax return on Form 990-T for this year'

b If 'Yes,' enter the name of the organization

No

Capital

Fund,

--~

-x--1

----

---

79

Inc .

and check whether 1t 1s ~ exempt or

81 a Enter direct and indirect pol1t1calexpenditures (See line 81 instructions,)
81 al

80a

Ononexempt
O.

--

~l

81 b NI
Form 990 (2007)

b Did the oraanizat1on file Form 1120-POL for this year'

BAA

TEEAO 106

12127/07

Form 990 (2007)

Donors

Trust,

I Part VI IOther Information

Inc.

52-2166327

(contmued)

Yes

82 a Did the organization receive donated services or the use of materials, equipment, or fac11it1esat no charge or at
substantially less than fair rental value'

Page 7
No

82a

bl
b If 'Yes,' you may indicate the value of these items here Do not include this amount as
82
revenue in Part I or as an expense in Part II (See instructions in Part Ill)
.....,;;.="-----------1
83a Did the organization comply with the public inspection requirements for returns and exemption applications'
b Did the organization comply with the disclosure requirements relating to qwd pro quo contributions?
84a Did the organization sol1c1tany contributions or gifts that were not tax deductible'

83a
83b
84a

an express statement that such contributions or gifts were

b If 'Yes,' did the orcianizat1oninclude with every sol1c1tat1on
not tax deductible'
.
85a 501(c)(4), (5), or (6). Were substantially all dues nondeductible by members?
b Did the organization make only in-house lobbying expenditures of $2,000 or less'

84b
85a
85b

- .

x
NI,.

x
-

NI,.
NI>.

If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year
c Dues, assessments, and s1m1laramounts from members
d Section 162(e) lobbying and pol1t1calexpenditures
e Aggregate nondeductible amount of section 6033(e)(l )(A) dues notices
f Taxable amount of lobbying and political expenditures (line 85d less 85e)
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?

NIA
_ss_c+-------~-1
NIA
f..-.'-85.;;.....;;.d+-------..-.:c.:...:....;;~
NIA
_ss_e+--------~-1
.....,;;.85"'-'-f
.._______
..-.:c.:...:....;;~.
NIA --85Q

agreeto addtheamounton line85fto its reasonable

estimateof
h If section6033(e)(l)(A)
duesnoticesweresent,doestheorganization
duesallocable
to nondeductible
lobbyingandpoliticalexpenditures
for thefollowingtaxyear?
86 501 (c)(7) organizations Enter a Initiation fees and capital contributions included on
line 12
b Gross receipts, included on line 12, for public use of club fac11it1es
87 501(c)(12) organizations. Enter a Gross income from members or shareholders

85h

---

--

'

88 a At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3'
If 'Yes,' complete Part IX
b At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of
section 512(b)(l 3)' If 'Yes,' complete Part XI
89a 501 (c)(3) organizations Enter: Amount of tax imposed on the organization during the year under:
section 4911 ...__________
0 ; section 4912... __________
.Q ; section 4955... _________

c Enter Amount of tax imposed on the organization managers or d1squalif1edpersons during the
~
year under sections 4912, 4955, and 4958
~
d Enter Amount of tax on line 89c, above, reimbursed by the organization
e All organizations At any time during the tax year, was the organization a party to a proh1b1tedtax shelter transaction'
f A// organizations. Did the organization acquire a direct or indirect interest in any applicable insurance contract'
g For supporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting
organization, or a fund ma1nta1nedby a sponsoring organization, have excess business holdings at any time during
the year'
90a List the states with which a copy of this return 1sfiled ... See States Filed In

88a

88b

b 501(c)(3) and 501(c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction
during the year or did 1tbecome aware of an excess benefit transaction from a prior year? If 'Yes,' attach a statement
explaining each transaction

----------------------------------

NI A

87 b

b Number of employees employed 1nthe pay period that includes March 12, 2007
(See 1nstruct1ons)
Telephone number...
91 a The books are in care of ... Donors
Trust
Located
at ... 109 N Henry
St,
Alexandria,
VA

'

NI>.

NIA 1
f..-.'-86-'--'-a+-------..-.:c.:...:....;;"'
NIA
t--86_b+-------~-1
t--8_7-'-a+-------.c..:..:.-=i NIA

b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them )

--------

NI,.

- - -f..-.'-8.;;..9-"b+--+-~X'--

0.
89e
89f

89g

(703)
535-3563
ZIP+ 4 ... 22314-2903
------

b At any time durinQ the calendar year, did the organization have an interest in or a signature or other authority over a
f1nanc1alaccount in a foreign country (such as a bank account, securities account, or other financial account)'
If 'Yes,' enter the name of the foreign country ~

91 b

Yes

No

-----------------------------------

See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and
Financial Accounts

BAA

Form 990 (2007)

TEEA0107

09/10/07

Form 990 2007 Donors

Trust,

Part VI Other lnfonnation

Inc .
continued

52-2166327
Yes

c At any time during the calendar year, did the organization maintain an office outside of the United States?
If 'Yes,' enter the name of the foreign country ...
92 Section 4947(a)(1) nonexempt chantable trusts f1/mgForm 990 m lieu of Fonn 1047- Check here
and enter the amount of tax-exempt interest received or accrued durina the tax vear

Pa e 8
No

91 c

... 92

...

I Part VII IAnalvsis of lncome-Producina Activities (See the instructions.)

Unrelated business income
Note: Enter gross amounts unless
otherwise indicated

Excluded bv section 512, 513, or 514

(B)

(A)
Business
code

(D)

(C)
Exclusion
code

Amount

Amount

(E)
Related or exempt
function income

93 Program service revenue

608,310.

a ADMIN SERVICES PROVIDED TO SO

b

c
d
e
f Med1care/Med1ca1d
payments
fromgovernment
agencies
g Fees& contracts

94
95
96
97

Membership dues and assessments

Interestonsavings& temporary
cashinvmnts
D1v1dends& interest from securities
Netrentalincomeor (loss)fromrealestate
a debt-financed property
b not debt-financed property
98 Netrentalincomeor (loss)frompersprop
99 Other investment income

100 Gain or (loss) from sales of assets

other than inventory

14
14

174,031.
97,422.

18

66,155.

101 Netincomeor (loss)fromspecialevents

102 Gross profit or (loss) from sales of inventory
103 Other revenue: a
b

c
d
e

337,608.

104 Subtotal(addcolumns(B),(D),and(E))
105 Total (add line 104, columns (B), (D), and (E))

608,310.
945,918.

...

Note: Line 105 plus /me le, Part/, should equal the amount on /me 12P
, art I.

I Part VIII Relationshic of Activities to the Accomclishment of Exemct Purcoses (See the instructions.)
Line No. Explain how each act1v1tyfor which income 1sreported in column (E) of Part VII contributed importantly to the accomplishment
.., of the organization's exempt purposes (other than by prov1d1ngfunds for such purposes)
from sunnortinq
93a Pavment
for administrative
and
organization's
oroorams,
charitable
programs.

oroanization
that
sunnorts
Taxnaver
with suooorting
other
assistance
which directly
sunnort
Taxnaver's

I Part IX lnfonnation Regardina Taxable Subsidiaries and Disreaarded Entities

(A)

Name, address, and EIN of corporation,

partnership, or disregarded entity

(B)

(C)

Percentage
of
ownersh1
p interest

Nature of act1v1!1es

(See the instructions.)

N/A

(D)

(E)

Total
income

End-of-year
assets

%
%
%
%

I PartX

lnfonnation Regarding Transfers Associated with Personal Benefit Contracts (See the instructions.>

a Didtheorganization,
duringtheyear,receive
anyfunds,directlyor indirectly,
to paypremiums
ona personal
benefitcontract?
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
Note: If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions)

BAA

TEEAO108 12127/07

~Yes
Yes

No
No

Form 990 (2007)

Form 990 2007 Donors

Trust,

Inc.

52-2166327

Page 9

Part XI Information Regarding Transfers To and From Controlled Entities. Complete only if the
orgamzation is a control/mg orgamzation as defined m section 572(b)(73).

NIA
Yes

106

No

Drd the reporting organrzatron make any transfers to a controlled entity as defined rn section 512(b)(l3) of the Code? If
'Yes,' complete the schedule below for each controlled entity
(A)
Name, address, of each
controlled entity

---------------------------------------------------

---------------------------------------------------

---------------------------------------------------

(B)
Employer Identification
Number

(C)
Descnption of
transfer

(Dl
Amount o transfer

Totals
Yes

107

No

Drd the reporting organrzatron receive any transfers from a controlled entity as defined in section 512(b)(l3) of the Code? If
'Yes,' complete the schedule below for each controlled entity
(A)
Name, address, of each
controlled entity

----------------------------------------------------

---------------------------------------------------

---------------------------------------------------

(B)
Employer Identification
Number

(C)
Description of
transfer

(Dl
Amount o transfer

Totals
Yes

108

No

Ord the organrzatron have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and
annu1t1esdescribed rn auestron 107 above?

m'""'
...
""'"

......;
""'." 3'"l"~' '"""
:e,corr~;Q~;;;;;atio~:I
Please
Sign
Here

,/

S1gnatule of officer

.... )V!-t/ I S:5tL

Type or print name and title

Paid
PreBarer's
se
Only

Preparer's
signature

ar

(ottier~

~'"''"!;;'"'""''"'
-"'" ~,"'"'""'"'yknoJ
"'i:;
'"~'"'"
all~_:::t1onolwh1chpreparerhasa
g: / jm,
_{J '"' ......'

/VI lL-Ll ft,

-

1
D
&soc,, ,e..e~

.tH.r 11,AJ
Chai/ ~le

IDate5..,, -e

....

Firm's name (or

yours 11self
....
emJ,'oyed),
ad ress. and
ZIP+ 4

8 6 l'/Jc1
'VTra~
Hend~rson

"FJit/i tv Administration
lst Unit 3

Date

Check 11
self
employed

LLC
EIN

NV

89074-8847

BAA

ff!!.

...

Phone no

iIGe
Pre,p,arws
SSN or PTIN
(See
era Instruction
X)
...lxl

... --:Jo;;-.SJ/I- el/oD

Form 990 (2007)

TEEAOl 10 08/03/07

Schedule A (Form 990 or 990-EZ'I 2007

Donors

IPart Ill IStatements About Activities

Trust,

Inc.

52-2166327

Page2

(See 1nstruct1ons.)

Yes

1 During the year, has the organization attempted to influence national, state, or local leg1slat1on,1nclud1ngany attempt
to influence public opinion on a leg1slat1vematter or referendum' If 'Yes,' enter the total expenses paid
or incurred 1nconnection with the lobbying act1v1t1es
... $_________________
_
(Must equal amounts on line 38, Part VI-A, or line i of Part Vl-8)

No

a Sale, exchange, or leasing of property' .

2a

b Lending of money or other extension of credit'

2b

2c

Organizations that made an election under section 501 (h) by f1l1ngForm 5768 must complete Part VI-A. Other
organizations checking 'Yes' must complete Part Vl-8 AND attach a statement g1v1nga detailed description of the
lobbying act1v1t1es.
During the year, has the organization, either directly or indirectly, engaged 1nany 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 1saffiliated as an officer, director, trustee, maiority owner, or principal
benef1c1ary?(If the answer to any question is 'Yes,' attach a detailed statement explammg the transactions.)

c Furnishing of goods, services, or fac1l1t1es?

See

Part

V, Form

990

d Payment of compensation (or payment or reimbursement of expenses 1fmore than $1,000)'

2d

e Transfer of any part of its income or assets'

2e

3a

3a Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an
explanation of how the organization determines that rec1p1entsqualify to receive payments )

b Did the organization have a section 403(b) annuity plan for its employees'

3b

c Did the organization receive or hold an easement for conservation purposes, including easements
to preserve open space, the environment, historic land areas or historic structures' If
'Yes,' attach a detailed statement

3c

d Did the organization provide credit counseling, debt management, credit repair, or debt negot1at1onservices'

3d

4a Did the organization ma1nta1nany donor advised funds' If 'Yes,' complete lines 4b through 4g If 'No,' complete lines
4f and 4g
b Did the organization make any taxable d1stribut1onsunder section 4966'

Did the organization make a d1stribut1onto a donor, donor advisor, or related person?

4a

4b

4c

73

d Enter the total number of donor advised funds owned at the end of the tax year
e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year

f Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised
funds included on line 4d) where donors have the right to provide advice on the d1stribut1onor investment of
amounts in such funds or accounts
g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year

BAA

TEEA0402

12127/07

8,359,799.

0.

Schedule A (Form 990 or Form 990-EZ) 2007

Schedule A (Form 990 or 990-EZ) 2007

Donors

IPart IV I Reason for Non-Private

Trust,

Inc.

52-2166327

Page 3

Foundation Status (See instructions.)

I certify that the organization 1snot a private foundation because 1t1s (Please check only ONE applicable box)
5

D A church, convention of churches, or assoc1at1onof churches Section 170(b)(l )(A)(1).

D A school Section 170(b)(l )(A)(11).(Also complete Part V )

D A hospital or a cooperative hospital service organization Section 170(b)(l )(A)(111).

DA

D A medical research organization operated in con1unct1onwith a hospital Section 170(b)(l )(A)(111)Enter the hospital's name, city,
and state

10

federal, state, or local government or governmental unit Section 170(b)(l)(A)(v).

D An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(l )(A)(1v)
(Also complete the Support Schedule in Part IV-A)

11 a ~ An organization that normally receives a substantial part of its support from a governmental unit or from the general public.
Section 170(b)(l )(A)(v1) (Also complete the Support Schedule in Part IV-A)
11 b D A community trust. Section 170(b)(l )(A)(v1) (Also complete the Support Schedule in Part IV-A.)
12

13

D An organization that normally receives: (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts
from act1v1t1es
related to its charitable, etc, functions - subJect to certain exceptions, and (2) no more than 33-1/3% of its support
from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acqwred by the
organization after June 30, 1975 See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.)

An organization that 1snot controlled by any d1squalif1edpersons (other than foundation managers) and otherwise meets the
requirements of section 509(a)(3). Check the box that describes the type of supporting organization:
D Type I

D Type II
D Type Ill-Functionally Integrated
D Type Ill-Other
Provide the following information about the supported organizations. (See instructions )

(a)
Name(s) of supported
organization(s)

(b)
Employer identification
number (EIN)

(c)
Type of
organization (described
in lines 5 through 12
above or IRC section)

(d)
Is the supported
organization listed in
the supporting
organization's
governing
documents?
Yes
No

...

Total
14

(e)
Amount of
support

0 An organization organized and operated to test for public safety. Section 509(a)(4). (See instructions)

BAA

Schedule A (Form 990 or 990-EZ) 2007

TEEA0407

12/27/07

Form990or9902007
Donors Trust,
Inc.
Part IV-A Support Schedule (Complete only 1fyou checked a box on

ScheduleA

Page 4

52-2166327
line 10, 11, or 12) Use cash method of accounting.

Note: You mav use the worksheet m the mstruct1ons for convertma from the accrual to the cash method of accountma
Calendar year (or fiscal year
beginning in)
.

..

15

Gifts, grants, and contributions

received. (Do not include
unusual grants. See line 28 )

16

Membership fees received

17

Grossreceiptsfrom adm1ss1ons,
merchandise
sold or servicesperformed,
in anyact1v1ty
or furnishingof fac11it1es
that 1srelatedto the organization's
charitable,etc, purpose
Grossincomefrom interest d1v1dends,
amtsrec'dfrom paymentson securities
loans(sec.512(a)(5)),rents,royalties,
incomefrom s1m1lar
sources,and
unrelatedbusinesstaxableincome(less
sec 511taxes)from businesses
acquired
by the organzat1on
afterJune30, 1975

18

19

Netincomefrom unrelatedbusiness
act1v1t1es
not includedin line 18

20

Tax revenues levied for the

organization's benefit and
either ga1d to 1t or expended
on its ehalf
The value of services or
fac11it1esfurnished to the
organization by a governmental
unit without charge Do not
include the value of services or
fac11it1esgenerally furnished to
the public without charge
Other income Attach a
schedule. Do not include
gain or (loss) from sale of
capital assets

21

22

~b)
2 05

2~'86
4,866,975.

~c)
2 04

2,805,881.

1,585,251.

501,883.

432,078.

342,052.

111,726.

45,954.

14,874.

23

Total of lines 15 through 22

5,480,584.

24

Line 23 minus line 17

4, 978,

25

Enter 1% of line 23

26

Organizations described on lines 10 or 11:

701.

(d)

(e)
Total

2003
1,020,852.

10,278,959.

189,383.

1,465,396.

7, 851.

180,405.

3,283,913.

1,942,177.

1,218,086.

11,924,760.

2,851,835.

1,600,125.

1,028,703.

10,459,364.

32,839.
19,422.
54,806.
a Enter 2% of amount in column (e), line 24

26a

b Preparea list for your recordsto showthe nameof andamountcontributedby eachperson(otherthana governmental
unit or publicly
supported
organization)
whosetotal gifts for 2003through2006exceeded
the amountshownin line 26a Do not file this list with your
return. Enterthe total of all theseexcessamounts
c Total support for section 509(a)(l) test Enter line 24, column (e)
d Add: Amounts from column (e) for lines
180,405.
18

19
26b

22

..
..
..
..
....

12, 181.

--

- --

e Public support (line 26c minus line 26d total)

- -

26b

3,266,570.

26c

10,459,364.

---

31266,570.

209,187.

26d

3,446,975.

26e
7,012,389.
f Public suooort Dercentaae (line 26e (numerator) divided bv line 26c (denominator))
26f
67.04
%
27 Organizations described on line 12:
a For amounts included in Imes 15, 16, and 17 that were received from a 'd1squalif1ed person,' prepare a list for your records to show the
name of, and total amounts received in each year from, each 'd1squalif1ed person Do not file this list with your return. Enter the sum of
such amounts for each year
(2004) ___________
_ (2003) ____________
(2006) ___________
_ (2005) ____________
_
bFor any amount included in line 17 that was received from each person (other than 'd1squalif1ed 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 1n Imes 5 through 11b, as well as md1v1duals) Do not file this list with your return.
After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these
differences (the excess amounts) for each year
(2006) ____________
(2005) ____________
(2004) ____________
(2003) ____________
_

c Add Amounts from column (e) for Imes

17

d Add. Line 27a total

15

16

20

21

.,

e Public support (line 27c total minus line 27d total)

f Total support for section 509(a)(2) test Enter amount from line 23, column (e)

27c

._ 27d

and line 27b total

.,

27f

.,i---,;;2.;...7..;;..e+--------_____
_

g Public support percentage (line 27e (numerator) divided by line 27f (denominator))

.,

27

h Investment income ercenta e ine 18, column e numerator divided b line 27f denominator

.,

27h

28

BAA

%
%

Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants dunng 2003 through 2006, 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 bnef descnpt1on of the
nature of the grant Do not file this list with your return. Do not include these grants 1n line 15
TEEA0403

12121101

Schedule A (Form 990 or 990-EZ) 2007

Schedule A Form 990 or 990-EZ) 2007 Donors

Part V
.____

Trust,

52-2166327

Inc.

Private School Questionnaire (See instructions.)

__,(To be completed ONLY by schools that checked the box on line 6 in Part IV)

Pa e 5

NI A

No

Yes
29

30

31

32

Does the organization have a racially nond1scrim1natory policy toward students by statement 1n its charter, bylaws,
other governing instrument, or in a resolution of its governing body?

29

Does the organization include a statement of its racially nond1scrim1natory policy toward students in all its brochures,
catalogues, and other written communications with the public dealing with student adm1ss1ons,programs,
and scholarships?

30

Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solic1tat1onfor students, or during the reg1strat1onperiod 1f 1t has no solic1tat1onprogram, in a way that
makes the policy known to all parts of the general community 1t serves?
If 'Yes,' please describe, 1f'No,' please explain. (If you need more space, attach a separate statement.)

--

--

--

31
I

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Does the organization maintain the following:

-~-

32a

b Records documenting that scholarships and other financial assistance are awarded on a racially
nond1scrim1natory basis?

32b

c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student adm1ss1ons,programs, and scholarships?

----

a Records indicating the racial compos1t1onof the student body, faculty, and adm1n1strat1vestaff?

32c
32d

d Copies of all material used by the organization or on its behalf to solicit contributions?
If you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement.)

----------------------------------------------------------------------------------------------------------------33

Does the organization discriminate by race 1nany way with respect to

-

a Students' rights or privileges?

33a

b Adm1ss1onspolicies?

33b

c Employment of faculty or adm1nistrat1ve staff?

33c

d Scholarships or other f1nanc1alassistance?

33d

e Educational policies?

33e

f Use of fac11it1es?

33f

g Athletic programs?

33a

h Other extracurricular act1v1t1es?

33h

If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement)

------------------------------------------------------------------------------------------------------------------------------------------------------------------------34a Does the organization receive any financial aid or assistance from a governmental agency?
b Has the organization's right to such aid ever been revoked or suspended?
If you answered 'Yes' to either 34a or b, please explain using an attached statement
35

Does the organization certify that 1t has complied with the agg1icable requirements of
sections 4 01 through 4 05 of Rev Proc 75-50, 1975-2 CB
7, covering racial
nond1scrim1nat1on?If 'No,' attach an exelanat1on

BAA

TEEA0404

12127/07

---

---

34a
34b

----

35
Schedule A (Form 990 or 990-EZ) 2007

Schedule A Form 990 or 990-

Part VI-A

2007

Donors

Trust,

52-2166327

Inc.

Lobbying Expenditures by Electing Public Charities

(To be completeo ONLY by an e11g1bleorganization that filed Form 5768)

Check ..

I I 1fthe

organization belongs to an affiliated group

Check ..

N/A

I I 1f you

checked 'a' and 'limited control' prov1s1ons applv.

Limits on Lobbying Expenditures

(The term 'expenditures' means amounts paid or incurred )

36
37
38
39

Total lobbying expenditures to influence public opinion (grassroots lobbying)

Other exempt purpose expenditures

36
37
38
39

Total exempt purpose expenditures (add lines 38 and 39)

40

Total lobbying expenditures to influence a leg1slat1ve body (direct lobbying)

Total lobbying expenditures (add Imes 36 and 37)

40

Pa e 6

(See 1nstruct1ons)

(a)

(b)

Affiliated group
totals

To be completed
for all electing
organizations

41 Lobbying nontaxable amount. Enter the amount from the following table If the amount on line 40 is The lobbying nontaxable amount is Not over $500,000
20% of the amount on line 40
-~
Over$500,000
but not over$1,000,000

$100,000
plus 15% of the excessover$500,000-$175,000
plus 10% of the excessover$1,000,000
$225,000
plus 5% of the excessover$1,500,000

Over$1,000,000
but not over$1,500,000
Over$1,500,000
but not over$17,000,000

$1,000,000
Over $17,000,000
42 Grassroots nontaxable amount (enter 25% of line 41)
43 Subtract line 42 from line 36. Enter -0- 1f line 42 1s more than line 36
44 Subtract line 41 from line 38. Enter -0- 1f line 41 1s more than line 38
Caution: If there

t--4_1-1-----------11--------_

__

42
43
44

,s an amount on either /me 43 or /me 44, you must fife Form 4720.
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 through 50)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year
(or fiscal year
beginning in) ..

(a)

(b)

(c)

2007

2006

2005

Lobbying nontaxable
amount

45

46

Lobbyingceilingamount
(150%of line 45(e))

47

Total lobbying
exoend1tures .

(d)
2004

(e)
Total

0.

0.

0.

0.

0.

0.

0.

0.

48 Grassroots nontaxable amount

49

Grassroots
ceilingamount
(150%of line 48(e))

50

Grassroots lobbying
expenditures

IPart VI-B I Lobbying Activity by Nonelectin

Public Charities

(For reporting only by organizations that ~d not complete Part VI-A) (See instructions)
During the year, did the organization attempt to influence national, state or local leg1slat1on, including any
attempt to influence public opinion on a leg1slat1ve matter or referendum, through the use of

Yes

No

x
x
x
x
x
x
x
x

a Volunteers
b Paid staff or management (Include compensation in expenses reported on Imes c through h.)
c Media advertisements
d Ma1l1ngsto members, legislators, or the public
e Publications, or published or broadcast statements

f Grants to other organizations for lobbying purposes

g Direct contact with legislators, their staffs, government off1c1als,or a leg1slat1ve body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means

Amount

--~--

i Total lobbying expenditures (add Imes c through h.)

If 'Yes' to any of the above, also attach a statement g1v1nga detailed description of the lobbying act1v1t1es.

BAA

Schedule A (Form 990 or 990-EZ) 2007

TEEA0405

12127/07

2007
Donors
Trust,
Inc.
52-2166327
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See 1nstruct1ons)

ScheduleA Form990or990-

Part VII

Pa e 7

51 Did the reporting organization directly or 1nd1rectlyengage in any of the following with any other organization described in section 501(c)
of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations'
a Transfers from the reporting organization to a noncharitable exempt organization of.
Yes No
X
(i)Cash
51 a I
(ii)Other assets
X
b Other transactions
(i)Sales or exchanges of assets with a nonchantable exempt organization
x
(ii)Purchases of assets from a noncharitable exempt organization
x
(iii)Rental of fac11it1es,
equipment, or other assets
x
(iv)Re1mbursement arrangements
X
(v)Loans or loan guarantees
X
X
(vi)Performance of services or membership or fundra1sing solic1tat1ons
c
X
c Sharing of fac11it1es,equipment, mailing lists, other assets, or paid employees
d If the answer to any of the above 1s'Yes,' com~lete the following schedu1 Column (b) should alwa s show the fair market value of
the ~oods, other assets, or services given by t e report1n~or~nizat1on. 17the organization receive less than fair market value in
1
anv ransact1onor sharing arrangement, show in column d)
e value of the gooas, other assets, or services received
(c)
(b)
(a)
(d)
Amount involved
Name of noncharitable exempt organization
Line no.
Descnpt1on
of transfers,transactions,
andsharingarrangements

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527'
Yes~
b If 'Yes, como Iet e the fo IIowina scheduIe
(a)
(b)
(c)
Type of organization
Name of organization
Description of relat1onsh1p

.,..
D

BAA

No

Schedule A (Form 990 or 990-EZ) 2007

TEEA0406

12127/07

2007

Schedule of Gains and Losses from

Sale of Assets Other than Inventory

Form 990
Line S(A) and 8(8)
Statement

Attach to return

Name

Employer ldent1f1cat1onNumber

Donors

Trust,

Inc.

52-2166327

Securities

Part I, Line 8, Column (A)

Public Securities

Gross
Sales Price

Description

Traded

Publicl~

Securities

Basis

3,878,634.

Cost
Selhno Expenses
Basis

3,812,479.
3,812,479.

Nonpublic Securities

Date Acquired
and Method

Description

Date Sold
and to Whom

Gross
Sales Price

Cost, other basis or

FMV when donated
(State which on top)

3,878,634.

Total Securities

3,812,479.

Gain or Loss from Sale of Securities

Part I, Line 8, Column (B)

Description

Date Acquired
and Method

66,155.

Other Assets
Date Sold
and to Whom

-------------------------------

---------

---------

-------------------------------

---------

---------

-------------------------------

---------

---------

---------

---------

---------------------

----------Total Other Assets

Gain or (Loss) from Sale of Other Assets

TEEW0201 SCR 09/21107

Gross
Sales Price

Cost, other basis or

FMV when donated
Cost
De~rec1at1on
Basis
Donation FMV
Cost
De~rec1at1on
Basis
Donation FMV
Cost
De~rec1at1on
Basis
Donation FMV
Cost
De~rec1at1on
Basis
Donation FMV