HERITAGE FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE FOUNDATION (EIN 23-7327730)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-22
- IRS object ID
- 201531739349300613
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-22T16:06:26-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208787340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237327730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 2025464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W DEMINT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2025464400 | PhoneNum |
| Signature | 2015-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES W DEMINT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $115,176,874 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 570 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $102,174,419 | PYContributionsGrantsAmt |
| CY Contributions Grants | $94,567,106 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $601,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $565,920 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,599,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $384,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,314,504 | PYOtherRevenueAmt |
| CY Other Revenue | $1,452,337 | CYOtherRevenueAmt |
| PY Total Revenue | $112,690,147 | PYTotalRevenueAmt |
| CY Total Revenue | $96,969,906 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $135,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $176,547 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,923,872 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,060,648 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,225,073 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,709,584 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,918,411 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $39,876,980 | PYOtherExpensesAmt |
| CY Other Expenses | $41,160,542 | CYOtherExpensesAmt |
| PY Total Expenses | $80,161,735 | PYTotalExpensesAmt |
| CY Total Expenses | $82,107,321 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,528,412 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,862,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $238,662,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,045,873 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,412,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,904,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $194,250,663 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $217,141,676 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON THE PRINCIPLES OF FREE ENTERPRISE, LIMITED GOVERNMENT, INDIVIDUAL FREEDOM, TRADITIONAL AMERICAN VALUES, AND A STRONG NATIONAL DEFENSE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,131,618 | ExpenseAmt |
| Grant | $134,411 | GrantAmt |
| Revenue | $565,920 | RevenueAmt |
| Desc | (SEE SCHEDULE O)EDUCATIONAL PROGRAMS:THE HERITAGE FOUNDATION ("THF" OR "THE FOUNDATION") HOSTS EVENTS AND SPONSORS PROGRAMS TO EDUCATE GOVERNMENT OFFICIALS, THE ACADEMIC COMMUNITY, JOURNALISTS, AND THE GENERAL PUBLIC ON TOPICS RANGING FROM THE FOUNDING FATHERS AND CIVIL SOCIETY TO POLITICAL PHILOSOPHY AND LEGAL PRINCIPLES. IN 2014, THF'S LECTURES AND SEMINARS PROGRAM PRODUCED 212 PUBLIC EVENTS ATTRACTING 12,993 ATTENDEES. THF'S RESOURCE BANK CONFERENCE DRAWS ROUGHLY 500 CONSERVATIVE POLICY EXPERTS, ACTIVISTS, CONGRESS MEMBERS, AND DONORS FOR THREE DAYS OF WORKSHOPS AND DISCUSSIONS. THF'S INTERN PROGRAM PROVIDED 189 YOUNG PEOPLE AN INVALUABLE WORK-STUDY EXPERIENCE IN WASHINGTON, DC. THF'S FELLOWSHIP PROGRAMS HOSTED OVER 50 EVENTS, ATTRACTING MEMBERS OF ALL PROFESSIONAL LEVELS ON CAPITOL HILL. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2014 ANNUAL REPORT, AVAILABLE ONLINE AT HTTP://WWW.HERITAGE.ORG/ABOUT/FINANCIALS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $24,007,467 | ExpenseAmt |
| Grant | $1,000 | GrantAmt |
| Desc | (SEE SCHEDULE O)PUBLIC POLICY RESEARCH:THE HERITAGE FOUNDATION PRODUCES HUNDREDS OF RESEARCH PAPERS ANNUALLY, INCLUDING ISSUE BRIEFS, BLOG POSTS, FACT SHEETS, BACKGROUNDERS, GUIDES, AND BOOKS ADDRESSING A BROAD RANGE OF ECONOMIC, DOMESTIC, DEFENSE, FOREIGN, AND SOCIAL POLICY ISSUES. THESE PUBLICATIONS ANALYZE BOTH CURRENT PUBLIC POLICIES AND ALTERNATIVE POLICY RECOMMENDATIONS FOR SUBSTANCE AND MERIT. THE RESULTS OF OUR RESEARCH ARE AVAILABLE IN PRINT FORMAT AND AT NO CHARGE THROUGH OUR WEBSITE, WHICH IS VISITED BY MILLIONS. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2014 ANNUAL REPORT, AVAILABLE ONLINE AT HTTP://WWW.HERITAGE.ORG/ABOUT/FINANCIALS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,516,406 | ExpenseAmt |
| Grant | $41,136 | GrantAmt |
| Desc | (SEE SCHEDULE O)MEDIA AND GOVERNMENT RELATIONS:THE HERITAGE FOUNDATION DISTRIBUTES ITS RESEARCH PRODUCTS TO MEMBERS OF CONGRESS, CONGRESSIONAL STAFF, POLICYMAKERS IN THE EXECUTIVE BRANCH OF THE FEDERAL GOVERNMENT, STATE OFFICIALS, JOURNALISTS, MEMBERS OF THE ACADEMIC COMMUNITY, OTHER NON-PROFIT ORGANIZATIONS, THE GENERAL PUBLIC, AND DONORS. THE HERITAGE FOUNDATION CONDUCTS HUNDREDS OF BRIEFINGS FOR DOMESTIC AND INTERNATIONAL OFFICIALS, POLICYMAKERS, EXPERTS, AND LAWMAKERS AND THEIR STAFF ON ISSUES RANGING FROM FEDERAL SPENDING AND UNFUNDED LIABILITIES TO HOMELAND SECURITY, TAX, AND HEALTH POLICY. THF'S ANALYSTS MADE OVER 2,800 RADIO AND TELEVISION APPEARANCES IN 2014, AND EARNED ROUGHLY 1,400 OP-ED PLACEMENTS IN MAJOR PRINT AND ONLINE MEDIA OUTLETS. THF SENT OUT A DAILY NEWSLETTER, "THE MORNING BELL," TO OVER 470,000 SUBSCRIBERS, AND PUBLISHED HUNDREDS OF ARTICLES THROUGH THE FOUNDATION'S DIGITAL NEWS PUBLICATIONS. THE FOUNDATION ALSO CONDUCTS IN-DEPTH ISSUES-RELATED SEMINARS FOR MEMBERS OF THE MEDIA, ADDRESSING TOPICS SUCH AS HEALTHCARE AND HOMELAND SECURITY. ADDITIONAL INFORMATION IS AVAILABLE IN OUR 2014 ANNUAL REPORT, AVAILABLE ONLINE AT HTTP://WWW.HERITAGE.ORG/ABOUT/FINANCIALS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $61,655,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 179 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 570 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BRET BERNHARDT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025464400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS A SAUNDERS III | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD M SCAIFE | ||||||||
| VICE CHAIRMAN (UNTIL 7/14) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J FREDERIC RENCH | ||||||||
| SECRETARY (UNTIL 3/14) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES W DEMINT | ||||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $899,512 | $0 | $56,283 | ||
| PHILLIP N TRULUCK | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $806,690 | $0 | $78,168 | ||
| EDWIN J FEULNER JR | ||||||||
| FOUNDER, TRUSTEE | 8.00 | Yes (X) | $369,372 | $0 | $0 | |||
| MEG ALLEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS F ALLISON | ||||||||
| TRUSTEE (UNTIL 3/14) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY P ARNN PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THE HONORABLE BELDEN H BELL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MIDGE DECTER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MALCOLM STEVENSON FORBES JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD W HERRICK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J HUME | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KAY COLES JAMES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HON J WILLIAM MIDDENDORF II | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ABBY MOFFAT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NERSI NAZARI PHD | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | 2.00 | ||
| ROBERT PENNINGTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY J SALIBA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM E SIMON JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN TRACY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARB VAN ANDEL-GABY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARION WELLS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN VON KANNON | ||||||||
| VP & SENIOR COUNSELOR | 40.00 | Yes (X) | $321,238 | $0 | $68,187 | |||
| DAVID ADDINGTON | ||||||||
| GROUP VP, RESEARCH | 40.00 | Yes (X) | $308,817 | $0 | $41,268 | |||
| GEOFFREY J LYSAUGHT | ||||||||
| GROUP VP, STRATEGIC COMMUNICATIONS | 40.00 | Yes (X) | $293,124 | $0 | $60,571 | 1.00 | ||
| EDWARD CORRIGAN | ||||||||
| GROUP VP, POLICY PROM. (AS OF 4/14) | 40.00 | Yes (X) | $262,411 | $0 | $34,612 | |||
| WILLIAM BRET BERNHARDT | ||||||||
| SVP (AS OF 4/14) & CHIEF OF STAFF | 40.00 | Yes (X) | $259,374 | $0 | $35,988 | |||
| JOHN FOGARTY | ||||||||
| GROUP VP, DEVELOPMENT | 40.00 | Yes (X) | $258,819 | $0 | $57,120 | |||
| JAMES CARAFANO | ||||||||
| VP, INTERNATIONAL STUDIES | 40.00 | Yes (X) | $254,227 | $0 | $36,993 | |||
| DERRICK MORGAN | ||||||||
| VP, DOMESTIC & ECONOMIC POLICY | 40.00 | Yes (X) | $237,086 | $0 | $43,184 | |||
| BECKY NORTON DUNLOP | ||||||||
| VP, EXTERNAL RELATIONS | 40.00 | Yes (X) | $231,881 | $0 | $45,232 | |||
| JOHN MITNICK | ||||||||
| SVP, GEN COUNSEL & SECY (AS OF 3/14) | 40.00 | Yes (X) | $193,437 | $0 | $15,840 | |||
| MICHAEL GONZALEZ | ||||||||
| VP, COMMUNICATIONS (UNTIL 4/14) | 40.00 | Yes (X) | $252,292 | $0 | $58,211 | |||
| GENEVIEVE WOOD | ||||||||
| VP, MARKETING (UNTIL 4/14) | 40.00 | Yes (X) | $238,672 | $0 | $43,712 | |||
| KIM HOLMES | ||||||||
| DISTINGUISHED FELLOW | 40.00 | $261,098 | $0 | $66,424 | Yes (X) | |||
| WESLEY DENTON | ||||||||
| VP, COMMUNICATIONS (AS OF 4/14) | 40.00 | $210,075 | $0 | $42,357 | Yes (X) | |||
| STUART BUTLER | ||||||||
| DISTINGUISHED FELLOW (UNTIL 9/14) | 40.00 | $206,745 | $0 | $17,208 | Yes (X) | |||
| RICHARD MILLER | ||||||||
| DIRECTOR, CENTER FOR TRADE & ECON | 40.00 | $199,701 | $0 | $20,331 | Yes (X) | |||
| JAMES TALENT | ||||||||
| DISTINGUISHED FELLOW (UNTIL 11/14) | 40.00 | $171,481 | $0 | $1,098 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,236,052 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $822,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 98 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLACKBAUD | |||||
| 2000 DANIEL ISLAND DRIVE | CHARLESTON | SC | 294927541 | SOFTWARE DEVELOPMENT | $2,636,738 |
| MERKLE RESPONSE SERVICES INC | |||||
| 100 JAMISON COURT | HAGERSTOWN | MD | 21740 | MAILING CONTACT MGMT | $1,477,147 |
| GIVE RIGHT INC | |||||
| 375 N STEPHANIE 14 | HENDERSON | NV | 89014 | MARKETING & FUNDRAISING | $1,402,961 |
| CONRAD DIRECT INC | |||||
| 300 KNICKERBOCKER RD | CRESSKILL | NJ | 07626 | MAILING CONTACT MGMT | $1,285,616 |
| CORPORATE PRESS INC | |||||
| 9700 PHILADELPHIA CT | LANHAM | MD | 20706 | PRINTING | $904,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $94,567,106 | AllOtherContributionsAmt |
| Noncash Contributions | $1,219,054 | NoncashContributionsAmt |
| Total Contributions | $94,567,106 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INTERN HOUSING REVENUE | 531110 | $462,298 | $462,298 |
| PUBLICATION SALES | 511190 | $103,622 | $103,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $565,920 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,760 | TotalRevenueColumnAmt |
| Exclusion | $201,760 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,602 | TotalRevenueColumnAmt |
| Exclusion | $107,602 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $757,609 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,049,517 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$291,908 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$291,908 | TotalRevenueColumnAmt |
| Exclusion | -$291,908 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,340,234 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,502,869 | SecuritiesAmt |
| Other | $1,654,582 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,837,365 | SecuritiesAmt |
| Other | -$1,654,582 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,783 | TotalRevenueColumnAmt |
| Exclusion | $182,783 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,636,643 | TotalRevenueColumnAmt |
| Exclusion | $1,636,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,636,643 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,969,906 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $565,920 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,836,880 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,047 | TotalAmt |
| Program Services | $164,047 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,077,430 | TotalAmt |
| Program Services | $4,144,899 | ProgramServicesAmt |
| Management And General | $111,586 | ManagementAndGeneralAmt |
| Fundraising | $820,945 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,654,813 | TotalAmt |
| Program Services | $21,048,342 | ProgramServicesAmt |
| Management And General | $570,510 | ManagementAndGeneralAmt |
| Fundraising | $4,035,961 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,211 | TotalAmt |
| Program Services | $1,003,511 | ProgramServicesAmt |
| Management And General | $20,756 | ManagementAndGeneralAmt |
| Fundraising | $291,944 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,071,472 | TotalAmt |
| Program Services | $3,429,848 | ProgramServicesAmt |
| Management And General | $126,756 | ManagementAndGeneralAmt |
| Fundraising | $514,868 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,940,722 | TotalAmt |
| Program Services | $1,480,088 | ProgramServicesAmt |
| Management And General | $32,155 | ManagementAndGeneralAmt |
| Fundraising | $428,479 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,380 | TotalAmt |
| Program Services | $175,533 | ProgramServicesAmt |
| Management And General | $34,057 | ManagementAndGeneralAmt |
| Fundraising | $10,790 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,817 | TotalAmt |
| Program Services | $72,326 | ProgramServicesAmt |
| Management And General | $3,424 | ManagementAndGeneralAmt |
| Fundraising | $18,067 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,709,584 | TotalAmt |
| Fundraising | $2,709,584 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,074,673 | TotalAmt |
| Management And General | $1,074,673 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,748,333 | TotalAmt |
| Program Services | $6,922,270 | ProgramServicesAmt |
| Management And General | $100,697 | ManagementAndGeneralAmt |
| Fundraising | $725,366 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,528,497 | TotalAmt |
| Program Services | $1,170,888 | ProgramServicesAmt |
| Management And General | $970 | ManagementAndGeneralAmt |
| Fundraising | $356,639 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,991,415 | TotalAmt |
| Program Services | $10,374,044 | ProgramServicesAmt |
| Management And General | $39,256 | ManagementAndGeneralAmt |
| Fundraising | $4,578,115 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,914 | TotalAmt |
| Program Services | $1,776,770 | ProgramServicesAmt |
| Management And General | $12,609 | ManagementAndGeneralAmt |
| Fundraising | $571,535 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,455,671 | TotalAmt |
| Program Services | $1,848,302 | ProgramServicesAmt |
| Management And General | $82,748 | ManagementAndGeneralAmt |
| Fundraising | $524,621 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,030,172 | TotalAmt |
| Program Services | $1,259,600 | ProgramServicesAmt |
| Management And General | $42,552 | ManagementAndGeneralAmt |
| Fundraising | $728,020 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,492,346 | TotalAmt |
| Program Services | $2,968,833 | ProgramServicesAmt |
| Management And General | $54,745 | ManagementAndGeneralAmt |
| Fundraising | $468,768 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,153 | TotalAmt |
| Program Services | $92,610 | ProgramServicesAmt |
| Management And General | $105,600 | ManagementAndGeneralAmt |
| Fundraising | $26,943 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,410,040 | TotalAmt |
| Program Services | $2,584,965 | ProgramServicesAmt |
| Management And General | $73,054 | ManagementAndGeneralAmt |
| Fundraising | $752,021 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,897 | TotalAmt |
| Program Services | $230,292 | ProgramServicesAmt |
| Management And General | $33,546 | ManagementAndGeneralAmt |
| Fundraising | $36,059 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BOOKS & PRODUCTS | $499,487 | $428,710 | $7,313 | $63,464 |
| HONORARIA/WRITER'S FEES | $347,132 | $125,446 | $4,221 | $217,465 |
| DUES & SUBSCRIPTIONS | $341,253 | $324,957 | $1,082 | $15,214 |
| OTHER EXPENSES | $41,362 | $16,710 | $1,109 | $23,543 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,107,321 | TotalAmt |
| Program Services | $61,655,491 | ProgramServicesAmt |
| Management And General | $2,533,419 | ManagementAndGeneralAmt |
| Fundraising | $17,918,411 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,542,519 | TotalAmt |
| Program Services | $11,833,584 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,708,935 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310 | BOYAmt |
| EOY | $4,334 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,037,765 | BOYAmt |
| EOY | $17,519,750 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,579,251 | BOYAmt |
| EOY | $17,469,963 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,716 | BOYAmt |
| EOY | $95 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,745 | BOYAmt |
| EOY | $271,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $93,169,468 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,594,814 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,204,027 | BOYAmt |
| EOY | $60,574,654 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,389,913 | BOYAmt |
| EOY | $2,041,400 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,967,673 | BOYAmt |
| EOY | $161,850,493 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $770,395 | BOYAmt |
| EOY | $1,313,864 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,662,795 | BOYAmt |
| EOY | $261,045,873 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,621,002 | BOYAmt |
| EOY | $8,826,553 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,457,133 | BOYAmt |
| EOY | $17,953,381 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,333,997 | BOYAmt |
| EOY | $17,124,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,412,132 | BOYAmt |
| EOY | $43,904,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,802,206 | BOYAmt |
| EOY | $170,238,453 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,048,457 | BOYAmt |
| EOY | $43,503,223 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,400,000 | BOYAmt |
| EOY | $3,400,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,250,663 | BOYAmt |
| EOY | $217,141,676 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,662,795 | BOYAmt |
| EOY | $261,045,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,862,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,900,857 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,872,429 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,957,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,687,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,190,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,174,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,567,106 | CurrentTaxYearAmt |
| Total | $414,576,523 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,957,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,687,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,190,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,174,419 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,567,106 | CurrentTaxYearAmt |
| Total | $414,576,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,248,402 | SubstantialContributorsTotAmt |
| Public Support Total170 | $397,328,121 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,413,048 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,375,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,757,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,466,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,066,971 | CurrentTaxYearAmt |
| Total | $11,079,051 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $362,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $705,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $763,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,205,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,636,643 | CurrentTaxYearAmt |
| Total | $4,674,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $430,329,905 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,928,224 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,107,321 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,107,321 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,864,017 | BeginningYearBalanceAmt |
| Contributions | $720,962 | ContributionsAmt |
| Investment Earnings Or Losses | $11,063,155 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,507,719 | OtherExpendituresAmt |
| Administrative Expenses | $908,710 | AdministrativeExpensesAmt |
| End Year Balance | $145,231,705 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $100,139,675 | BeginningYearBalanceAmt |
| Contributions | $31,480,469 | ContributionsAmt |
| Investment Earnings Or Losses | $13,703,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,047,829 | OtherExpendituresAmt |
| Administrative Expenses | $411,611 | AdministrativeExpensesAmt |
| End Year Balance | $139,864,017 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,474,227 | BeginningYearBalanceAmt |
| Contributions | $2,291,747 | ContributionsAmt |
| Investment Earnings Or Losses | $11,893,390 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,073,016 | OtherExpendituresAmt |
| Administrative Expenses | $446,673 | AdministrativeExpensesAmt |
| End Year Balance | $100,139,675 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,029,082 | BeginningYearBalanceAmt |
| Contributions | $5,399,117 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,220,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,348,137 | OtherExpendituresAmt |
| Administrative Expenses | $385,690 | AdministrativeExpensesAmt |
| End Year Balance | $93,474,227 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $93,848,790 | BeginningYearBalanceAmt |
| Contributions | $3,841,751 | ContributionsAmt |
| Investment Earnings Or Losses | $13,525,612 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,859,847 | OtherExpendituresAmt |
| Administrative Expenses | $327,224 | AdministrativeExpensesAmt |
| End Year Balance | $103,029,082 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79170 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18490 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,065,438 | OtherCostOrOtherBasisAmt |
| Book Value | $12,065,438 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,880,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,329,340 | DepreciationAmt |
| Book Value | $45,551,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,781,369 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,553,814 | DepreciationAmt |
| Book Value | $2,227,555 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,442,225 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,711,660 | DepreciationAmt |
| Book Value | $730,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,574,654 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS IN MUTUAL FUNDS & LP'S | $142,077,003 | F |
| TRUSTS & ANNUITIES | $19,773,490 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $161,850,493 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION PLANS | $2,343,695 |
| SPLIT-INTEREST AGREEMENTS | $13,526,999 |
| INTEREST RATE SWAP | $1,253,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,124,263 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $104,973,178 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,900,857 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,872,429 | OtherRevenueAmt |
| Revenue Not Reported | $8,028,428 | RevenueNotReportedAmt |
| Revenue Subtotal | $96,944,750 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,074,673 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,049,517 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $25,156 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $96,969,906 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $82,082,165 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,049,517 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,049,517 | ExpensesNotReportedAmt |
| Expenses Subtotal | $81,032,648 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,074,673 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,074,673 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $82,107,321 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE LONG-TERM INVESTMENT FUND, CONSISTING OF MULTIPLE FUNDED PROGRAMS, GENERAL BOARD DESIGNATED FUNDS, AND OPERATING RESERVES, HAS BEEN ESTABLISHED IN ORDER TO SUPPORT THE GROWTH AND OPERATIONS OF THE HERITAGE FOUNDATION ("THE FOUNDATION"). THE INVESTMENTS IN THE FUND WILL BE MADE FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION. INDIVIDUAL DONOR-RESTRICTED FUNDS WILL BE GOVERNED BY THE TERMS OF THEIR GOVERNING PLAN DOCUMENTS. SEPARATE ACCOUNTING IS MAINTAINED FOR EACH FUND. FUNDS ARE USED ANNUALLY TO SUPPORT PROGRAMS IN ACCORDANCE WITH THE FOUNDATION'S SPENDING POLICY OR AS STIPULATED BY THE DONOR(S). THE LONG-TERM FUND INCLUDES A PERMANENT FUND, ESTABLISHED BY THE BOARD OF TRUSTEES, WITH THE MAIN OBJECTIVE OF LONG-TERM GROWTH OF CAPITAL IN ACCORDANCE WITH DONOR WISHES. THE PERMANENT FUND IS INCLUDED IN THE CALCULATION OF ANNUAL DRAWS USED TO SUPPORT THE OPERATIONS OF THE FOUNDATION. |
| PART X, LINE 2: | THE FOLLOWING IS THE FIN 48 (ASC 740) FOOTNOTE CONTAINED IN THE HERITAGE FOUNDATION'S ("THE FOUNDATION") CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2014: THE HERITAGE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A). AS AN ENTITY DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CONTRIBUTIONS TO THE HERITAGE FOUNDATION ARE DEDUCTIBLE FOR FEDERAL INCOME, ESTATE, AND GIFT TAX PURPOSES. INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, IS SUBJECT TO TAX. 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC, AND INTERN HOUSING, LLC, ARE LIMITED LIABILITY COMPANIES WHOSE SOLE MEMBER IS THE HERITAGE FOUNDATION. CONSEQUENTLY, 3RD STREET PROPERTIES, LLC, MASSACHUSETTS AVENUE PROPERTIES, LLC, AND INTERN HOUSING, LLC, ARE DISREGARDED ENTITIES FOR FEDERAL AND STATE INCOME TAX PURPOSES. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INTEREST RATE SWAPS -1,152,626. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -795,014. CHANGE IN VALUE OF EXECUTIVE LIFE INSURANCE POLICY 75,211. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES FROM RENTAL ACTIVITIES -1,049,517. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM RENTAL ACTIVITIES 1,049,517. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $1,141 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $51,331 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $73,695 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $7,598 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $539 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $7,733 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $12,896 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $10,042 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | RESEARCH, MEDIA & GOVERNMENT RELATIONS, AND EDUCATION | $630 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $6,253,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $164,975 | SubtotalSpentAmt |
| Continuation Spent | $6,253,699 | ContinuationSpentAmt |
| Total Spent | $6,418,674 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ODELL SIMMS & ASSOCIATES | ||||||||
| 1593 SPRING HILL ROAD SUITE 450 | TYSONS CORNER | VA | 22182 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $15,814,463 | $912,225 | $14,902,238 |
| GIVE RIGHT INC | ||||||||
| 375 N STEPHANIE 14 | HENDERSON | NV | 89014 | TELEMARKETING PROGRAMS & THANK YOU FOLLOW UPS | 0 | $3,564,640 | $1,350,175 | $2,214,465 |
| WARFIELD & WALSH INC | ||||||||
| 601 S WASHINGTON STREET | ALEXANDRIA | VA | 223143004 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $2,041,465 | $240,956 | $1,800,509 |
| THE LUKENS COMPANY | ||||||||
| 2800 SHIRLINGTON ROAD 9TH FLOOR | ARLINGTON | VA | 22206 | CONSULTANTS ON DIRECT MAIL PROGRAM | 0 | $257,850 | $67,309 | $190,541 |
| STEPHEN CLOUSE & ASSOCIATES | ||||||||
| 43538 GOLDEN MEADOW CIRCLE | ASHBURN | VA | 20147 | DIRECT MAIL MATERIALS PRODUCTION | 0 | $0 | $136,919 | -$136,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $21,678,418 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $2,707,584 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $18,970,834 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, FUNDRAISING EXPENSES EXCLUDED FROM COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PROFESSIONAL FUNDRAISING PAYMENTS ARE DISTINGUISHED FROM EXPENSE PAYMENTS OR REIMBURSEMENTS PER THE INVOICES PROVIDED BY THE FUNDRAISER. NAME OF FUNDRAISER: ODELL, SIMMS & LYNCH, INC. POSTAGE: $7,128 PRINTING: $15,779 NAME OF FUNDRAISER: GIVE RIGHT, INC POSTAGE: $22,217 PRINTING: $15,505 EVENT EXPENSES: $4,110 NAME OF FUNDRAISER: WARFIELD & WALSH, INC. POSTAGE: $52,200 PRINTING: $46,702 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CAPITOL HILL BUSINESS IMPROVEMENT DISTRICT (CHBID) | |||||||
| 30 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 522232461 | 501(C)(6) | $40,886 | CLEANING, SAFETY, AND BEAUTIFICATION PROGRAMS IN THE CAPITOL HILL COMMUNITY |
| DUKE UNIVERSITY CENTER FOR THE HISTORY OF POLITICAL ECONOMY | |||||||
| ECONOMICS DEPT 419 CHAPEL DRIVE | DURHAM | NC | 27708 | 560532129 | 501(C)(3) | $10,000 | SPONSOR THE PUBLICATION OF A SERIES OF BOOKS |
| CARSON SCHOLARS FUND INC | |||||||
| 305 WEST CHESAPEAKE AVENUE NO 310 | TOWSON | MD | 21204 | 521851346 | 501(C)(3) | $32,000 | GENERAL OPERATIONS |
| THE BECKET FUND | |||||||
| 1200 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20036 | 521858532 | 501(C)(3) | $10,000 | GENERAL OPERATIONS |
| DONORSTRUST INC | |||||||
| 1800 DIAGONAL ROAD SUITE 280 | ALEXANDRIA | VA | 22314 | 522166327 | 501(C)(3) | $12,500 | SALVATORI PRIZE FOR AMERICAN CITIZENSHIP |
| THE PHILADELPHIA SOCIETY | |||||||
| 11620 RUTAN CIRCLE | JEROME | MI | 49249 | 366151680 | 501(C)(3) | $10,000 | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SALVATORI PRIZE FOR AMERICAN CITIZENSHIP | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $12,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HERITAGE FOUNDATION ("THF") MAKES PERIODIC CONTRIBUTIONS, BUT IS NOT A GRANT-MAKING ORGANIZATION. THF'S CONTRIBUTIONS TO OTHER QUALIFYING ORGANIZATIONS IN 2014 COMPRISED APPROXIMATELY TWO TENTHS OF A PERCENT OF TOTAL ANNUAL EXPENSES. IF AN ORGANIZATION MAKES A GRANT REQUEST, THE REQUESTING ORGANIZATION IS RESEARCHED AND REVIEWED BY STAFF TO DETERMINE IF A GRANT ALIGNS WITH THF'S OBJECTIVES AND OVERALL MISSION. IF A GRANT IS AWARDED, IT MUST BE USED TO SUPPORT THOSE PURPOSES. THE GRANT AMOUNT IS THEN DETERMINED BY THE RELEVANT MANAGER AND AWARDED TO THE REQUESTING ORGANIZATION. PERIODIC REPORTS OF THE USE OF THE GRANT FUNDS BY THE GRANTEE ORGANIZATION ARE REQUIRED AS A CONDITION OF THE AWARD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES W DEMINT | ||||||||||||||
| PRESIDENT | $488,366 | $0 | $400,150 | $0 | $10,996 | $0 | $52,000 | $0 | $4,283 | $0 | $955,795 | $0 | $0 | $0 |
| PHILLIP N TRULUCK | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $411,261 | $0 | $385,300 | $0 | $10,129 | $0 | $52,000 | $0 | $26,168 | $0 | $884,858 | $0 | $0 | $0 |
| EDWIN J FEULNER JR | ||||||||||||||
| FOUNDER, TRUSTEE | $192,000 | $0 | $175,000 | $0 | $2,372 | $0 | $0 | $0 | $0 | $0 | $369,372 | $0 | $0 | $0 |
| JOHN VON KANNON | ||||||||||||||
| VP & SENIOR COUNSELOR | $213,908 | $0 | $100,300 | $0 | $7,030 | $0 | $45,400 | $0 | $22,787 | $0 | $389,425 | $0 | $0 | $0 |
| DAVID ADDINGTON | ||||||||||||||
| GROUP VP, RESEARCH | $239,195 | $0 | $67,150 | $0 | $2,472 | $0 | $38,400 | $0 | $2,868 | $0 | $350,085 | $0 | $0 | $0 |
| GEOFFREY J LYSAUGHT | ||||||||||||||
| GROUP VP, STRATEGIC COMMUNICATIONS | $227,405 | $0 | $65,150 | $0 | $569 | $0 | $37,400 | $0 | $23,171 | $0 | $353,695 | $0 | $0 | $0 |
| EDWARD CORRIGAN | ||||||||||||||
| GROUP VP, POLICY PROM. (AS OF 4/14) | $203,635 | $0 | $58,150 | $0 | $626 | $0 | $33,400 | $0 | $1,212 | $0 | $297,023 | $0 | $0 | $0 |
| WILLIAM BRET BERNHARDT | ||||||||||||||
| SVP (AS OF 4/14) & CHIEF OF STAFF | $202,571 | $0 | $55,100 | $0 | $1,703 | $0 | $33,400 | $0 | $2,588 | $0 | $295,362 | $0 | $0 | $0 |
| JOHN FOGARTY | ||||||||||||||
| GROUP VP, DEVELOPMENT | $198,092 | $0 | $60,300 | $0 | $427 | $0 | $35,400 | $0 | $21,720 | $0 | $315,939 | $0 | $0 | $0 |
| JAMES CARAFANO | ||||||||||||||
| VP, INTERNATIONAL STUDIES | $211,855 | $0 | $40,300 | $0 | $2,072 | $0 | $34,951 | $0 | $2,042 | $0 | $291,220 | $0 | $0 | $0 |
| DERRICK MORGAN | ||||||||||||||
| VP, DOMESTIC & ECONOMIC POLICY | $196,541 | $0 | $40,150 | $0 | $395 | $0 | $21,751 | $0 | $21,433 | $0 | $280,270 | $0 | $0 | $0 |
| BECKY NORTON DUNLOP | ||||||||||||||
| VP, EXTERNAL RELATIONS | $190,596 | $0 | $38,300 | $0 | $2,985 | $0 | $34,077 | $0 | $11,155 | $0 | $277,113 | $0 | $0 | $0 |
| JOHN MITNICK | ||||||||||||||
| SVP, GEN COUNSEL & SECY (AS OF 3/14) | $182,379 | $0 | $10,100 | $0 | $958 | $0 | $0 | $0 | $15,840 | $0 | $209,277 | $0 | $0 | $0 |
| MICHAEL GONZALEZ | ||||||||||||||
| VP, COMMUNICATIONS (UNTIL 4/14) | $202,909 | $0 | $48,300 | $0 | $1,083 | $0 | $35,235 | $0 | $22,976 | $0 | $310,503 | $0 | $0 | $0 |
| GENEVIEVE WOOD | ||||||||||||||
| VP, MARKETING (UNTIL 4/14) | $197,669 | $0 | $40,300 | $0 | $703 | $0 | $34,543 | $0 | $9,169 | $0 | $282,384 | $0 | $0 | $0 |
| KIM HOLMES | ||||||||||||||
| DISTINGUISHED FELLOW | $217,307 | $0 | $40,300 | $0 | $3,491 | $0 | $43,400 | $0 | $23,024 | $0 | $327,522 | $0 | $0 | $0 |
| WESLEY DENTON | ||||||||||||||
| VP, COMMUNICATIONS (AS OF 4/14) | $179,585 | $0 | $30,150 | $0 | $340 | $0 | $19,467 | $0 | $22,890 | $0 | $252,432 | $0 | $0 | $0 |
| STUART BUTLER | ||||||||||||||
| DISTINGUISHED FELLOW (UNTIL 9/14) | $161,522 | $0 | $40,000 | $0 | $5,223 | $0 | $0 | $0 | $17,208 | $0 | $223,953 | $0 | $0 | $0 |
| RICHARD MILLER | ||||||||||||||
| DIRECTOR, CENTER FOR TRADE & ECON | $172,909 | $0 | $22,300 | $0 | $4,492 | $0 | $17,267 | $0 | $3,064 | $0 | $220,032 | $0 | $0 | $0 |
| JAMES TALENT | ||||||||||||||
| DISTINGUISHED FELLOW (UNTIL 11/14) | $169,923 | $0 | $0 | $0 | $1,558 | $0 | $0 | $0 | $1,098 | $0 | $172,579 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A: FIRST CLASS OR CHARTER TRAVEL: THE HERITAGE FOUNDATION (THF) ALLOWS FIRST CLASS TRAVEL FOR THE PRESIDENT IN CERTAIN CIRCUMSTANCES, SUCH AS INTERNATIONAL TRAVEL, AND ONLY WHEN CONDUCTING OFFICIAL BUSINESS FOR THF. IN ACCORDANCE WITH THF'S TRAVEL POLICIES, ANY AMOUNT PAID BY THF FOR ANY TRAVEL BY ANY EMPLOYEE THAT IS NOT BUSINESS RELATED IS REQUIRED TO BE REIMBURSED BY THE INDIVIDUAL TO THF OR IS INCLUDED IN THE INDIVIDUAL'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II. TRAVEL FOR COMPANIONS: FROM TIME TO TIME, THF ALLOWS TRAVEL FOR SPOUSES OF CERTAIN OFFICERS OF THE ORGANIZATION. AMOUNTS PAID FOR TRAVEL FOR COMPANIONS THAT ARE NOT BUSINESS RELATED ARE EITHER REIMBURSED BY THE OFFICER TO THF OR ARE INCLUDED IN THE OFFICER'S REPORTABLE COMPENSATION ON FORM W-2, BOX 5, AND INCLUDED IN PART VII OF THE FORM 990 AND SCHEDULE J, PART II. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: AN APARTMENT IN THE STAFF HOUSING FACILITY IS MADE AVAILABLE TO THE PRESIDENT AS A CONVENIENCE TO THF IN CONDUCTING OFFICIAL BUSINESS FOR THF. IN ACCORDANCE WITH THE LICENSE AGREEMENT BETWEEN THE PRESIDENT AND THF, THE PRESIDENT COMPENSATES THF ON A MONTHLY BASIS AT A RATE EQUAL TO THE FAIR MARKET VALUE OF OTHER COMPARABLE LEASEHOLD UNITS IN THE AREA. |
| PART I, LINE 7 | A PORTION OF MANAGEMENT COMPENSATION IS IN THE FORM OF AN ANNUAL BONUS. MANAGEMENT BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S MISSION AS WELL AS ON THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND QUARTERLY REPORTS OF ORGANIZATION ACTIVITIES ARE PROVIDED TO THE BOARD OF TRUSTEES. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 96 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,219,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 3B | THF IS AWAITING ADDITIONAL INFORMATION IN ORDER TO TIMELY FILE A COMPLETE AND ACCURATE FORM 990-T BY THE EXTENDED DEADLINE OF NOVEMBER 15, 2015. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE DIRECTOR OF ACCOUNTING AND CONTROLLER COMPILES NECESSARY INFORMATION TO COMPLETE THE FORM 990. PAID TAX PREPARERS THEN ASSIST IN COMPLETING THE FORM, WHICH IS REVIEWED BY THE DIRECTOR OF ACCOUNTING & CONTROLLER. THE COMPLETED DRAFT IS THEN REVIEWED BY THE PRESIDENT AND EXECUTIVE VICE PRESIDENT. A COMPLETE FINAL DRAFT OF THE FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR FINAL COMMENTS AND APPROVAL BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL NEW HERITAGE EMPLOYEES ARE REQUIRED TO SIGN AND ACKNOLWEDGE THAT THEY HAVE RECEIVED AND WILL ADHERE TO ALL POLICIES CONTAINED WITHIN THE FOUNDATION'S EMPLOYEE HANDBOOK, INCLUDING THE FOUNDATION'S CONFLICT OF INTEREST POLICY. SEPARATELY, THE FOUNDATION REQUIRES ALL MEMBERS OF THE BOARD OF TRUSTEES TO DISCLOSE, ANNUALLY, ANY AND ALL FINANCIAL INTEREST OR HOLDINGS THAT MAY BE CONSIDERED A CONFLICT OF INTEREST TO HIS/HER DUTIES AS A TRUSTEE OF THE ORGANIZATION. ADDITIONAL DISCLOSURES ARE REQUIRED PROMPTLY WHEN A PREVIOUSLY UNKNOWN CONFLICT ARISES OR IS DISCOVERED. IN THE CASE OF A POTENTIAL CONFLICT, AFTER A MEMBER OF THE BOARD DISCLOSES SUCH FINANCIAL OR ADVERSE ORGANIZATIONAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE MEMBER, HE/SHE IS REQUIRED TO LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING(S) WHILE THE POTENTIAL CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING MEMBERS TO DETERMINE WHETHER A CONFLICT EXISTS AND WHAT ACTION SHOULD BE TAKEN. IF APPROPRIATE, THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT GIVING RISE TO THE POTENTIAL CONFLICT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE VOTES ON WHETHER THE TRANSACTION IN QUESTION IS IN THE BEST INTEREST OF THE FOUNDATION. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT IS REQUIRED TO INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN. IF THE BOARD OR COMMITTEE DETERMINES THE PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, DISCIPLINARY AND CORRECTIVE ACTION WILL BE TAKEN. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION, INCLUDING SALARIES, BONUSES, AND BENEFITS, FOR THF'S PRESIDENT, EXECUTIVE VICE PRESIDENT, AND CERTAIN OTHER OFFICERS IS APPROVED BY THE HERITAGE FOUNDATION'S INDEPENDENT BOARD OF TRUSTEES, AND BASED ON THE RECOMMENDATION OF THE BOARD'S COMPENSATION COMMITTEE. IN 2014, THE COMPENSATION COMMITTEE WAS COMPRISED OF FIVE INDEPENDENT, VOLUNTEER BOARD MEMBERS WHO WERE NOT, AND HAVE NEVER BEEN, EMPLOYEES OF THE FOUNDATION. IN DEVELOPING ITS RECOMMENDATIONS, THE COMMITTEE CONSIDERS MARKET DATA AND OTHER SALARY AND BENEFIT SURVEY INFORMATION REGARDING THE COMPENSATION OF SIMILARLY SITUATED EXECUTIVES, WHICH IS PREPARED FOR THE COMMITTEE BY AN OUTSIDE COMPENSATION EXPERT FOR SELECTED POSITIONS. BECAUSE THE MANAGEMENT AND LEADERSHIP SKILLS OF HERITAGE EXECUTIVES HAVE A SIGNIFICANT EFFECT ON THE FOUNDATION'S SUCCESS, A SIGNIFICANT PORTION OF CASH COMPENSATION IS IN THE FORM OF A BONUS. BONUSES ARE CONTINGENT ON ACHIEVING THE ORGANIZATION'S MISSION AS WELL AS THEIR OWN PERFORMANCE AND ACHIEVEMENT OF ESTABLISHED GOALS. GOALS ARE REVIEWED MID-YEAR AND ANNUALLY, AND QUARTERLY REPORTS OF FOUNDATION ACTIVITIES ARE PROVIDED TO THE BOARD. IN CONSIDERING AND APPROVING TOTAL COMPENSATION FOR 2014, THE COMPENSATION COMMITTEE AND THE FULL BOARD OF TRUSTEES ALSO APPROVED BENEFITS PROVIDED UNDER AN EMPLOYER-FUNDED QUALIFIED RETIREMENT PLAN, GROUP HEALTH, LIFE, AND LONG-TERM DISABILITY AND LONG-TERM CARE INSURANCE PLANS, AND OTHER BENEFITS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE HERITAGE FOUNDATION MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST IN COMPLIANCE WITH THE LAW. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAPS -1,152,626. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -795,014. CHANGE IN VALUE OF EXECUTIVE LIFE INSURANCE POLICY 75,211. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| INTERN HOUSING LLC | |||||||||
| 208 MASSACHUSETTS AVE NE STE 100 | WASHINGTON | DC | 20002 | 460771893 | HOUSING | DE | $462,298 | $198,159 | THE HERITAGE FOUNDATION |
| MASSACHUSETTS AVENUE PROPERTIES LLC | |||||||||
| 730 11TH STREET NW FL 4 | WASHINGTON | DC | 20001 | 461554578 | REAL ESTATE | DE | $604,522 | $6,234,401 | THE HERITAGE FOUNDATION |
| 3RD STREET PROPERTIES LLC | |||||||||
| 730 11TH STREET NW FL 4 | WASHINGTON | DC | 20001 | 461548557 | REAL ESTATE | DE | $265 | $4,336,490 | THE HERITAGE FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE ACTION FOR AMERICA | ||||||||||
| 214 MASSACHUSETTS AVE NE STE 400 | WASHINGTON | DC | 20002 | 272244700 | ADVOCACY | DC | 501(C)(4) | THE HERITAGE FOUNDATION | 0 | |
| THE HERITAGE INSTITUTE | ||||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 521193835 | PUBLIC CHARITY | DC | 501(C)(3) | THE HERITAGE FOUNDATION | 0 | LINE 7 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN DREAM BROADCASTING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 MASSACHUSETTS AVENUE NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454869531 | EIN |
| Primary Activities | BROADCASTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE ACTION FOR AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $1,089 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HERITAGE ACTION FOR AMERICA | ||
| J | $144,187 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| L | $1,221,113 | COST OF SERVICES |
| HERITAGE ACTION FOR AMERICA | ||
| M | $375,000 | FMV |
| HERITAGE ACTION FOR AMERICA | ||
| Q | $186,435 | FMV |