Nonprofit · EIN 52-2166327
DONORS TRUST INC
Tax-exempt · ALEXANDRIA, VA 22314
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $294,438,756 | $291,549,081 | $2,889,675 | $1,364,601,090 | $1,838,220 | $1,362,762,870 |
| December 31, 2023 | 990 | $158,252,948 | $357,941,924 | -$199,688,976 | $1,291,166,098 | $2,118,715 | $1,289,047,383 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $232,107,427
- Program service revenue
- $0
- Investment income
- $62,331,329
- Net gain from sales of assets
- $30,490,695
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $284,123,648
- Compensation of officers, directors and key employees
- $1,762,405
- Other salaries and wages
- $1,099,312
- Salaries, compensation and benefits (total)
- $3,181,748
- Professional fundraising fees
- $0
- Legal fees
- $7,659
- Accounting fees
- $29,727
- Occupancy
- $279,718
- Travel
- $416,059
- Depreciation
- $43,588
- Program services (functional)
- $286,122,019
- Management and general (functional)
- $3,717,709
- Fundraising (functional)
- $1,709,353
Balance sheet and other
- Total assets, start of year
- $1,291,166,098
- Total assets, end of year
- $1,364,601,090
- Total liabilities, end of year
- $1,838,220
- Net assets, end of year
- $1,362,762,870
- Land, buildings and equipment
- $130,616
- Publicly traded securities
- $930,216,050
- Net assets without donor restrictions
- $1,362,433,150
- Net assets with donor restrictions
- $329,720
- Gross receipts
- $345,528,988
- Employees
- 18
- Volunteers
- 4
- Year formed
- 1999
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lawson R Bader | President and CEO Trustee or director, Officer | 42 | $399,997 | $107,795 |
| Jeffrey C Zysik | CFO, COO and Treasurer Officer | 42 | $312,413 | $90,437 |
| Peter A Lipsett | Vice President Officer | 45 | $240,536 | $72,252 |
| Gregory P Conko | Vice President of Programs Officer | 40 | $236,087 | $67,758 |
| Stephen M Johnson | CTO Officer | 45 | $188,141 | $46,988 |
| Lukas C Dwelly | Philanthropic Advisor Highest-paid employee | 40 | $186,290 | $46,366 |
| Christopher D Renner | Controller Highest-paid employee | 40 | $163,134 | $49,712 |
| Stephanie L Giovanetti | Philanthropic Advisor Highest-paid employee | 40 | $170,558 | $25,584 |
| Kimberly O Dennis | Chair Trustee or director, Officer | 1 | $0 | $0 |
| James Piereson | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Thomas E Beach | Director Trustee or director | 1 | $0 | $0 |
| George GH Coates Jr | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lawson R Bader | President and CEO Trustee or director, Officer | 42 | $393,490 | $72,461 |
| Jeffrey C Zysik | CFO, COO and Treasurer Officer | 42 | $305,587 | $60,430 |
| Peter A Lipsett | Vice President / Secretary Officer | 45 | $227,897 | $54,136 |
| Gregory P Conko | Vice President of Programs Officer | 40 | $225,392 | $46,106 |
| Stephen M Johnson | CTO Officer | 45 | $181,250 | $39,742 |
| Lukas C Dwelly | Philanthropic Advisor Highest-paid employee | 40 | $179,667 | $40,346 |
| Christopher D Renner | Controller Highest-paid employee | 40 | $161,704 | $41,228 |
| Stephanie L Giovanetti | Philanthropic Advisor Highest-paid employee | 40 | $156,175 | $23,164 |
| Elia J Peterson | Assistant Controller Highest-paid employee | 40 | $115,569 | $25,044 |
| Kimberly O Dennis | Chair Trustee or director, Officer | 1 | $0 | $0 |
| James Piereson | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Thomas E Beach | Director Trustee or director | 1 | $0 | $0 |
| George GH Coates Jr | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1800 DIAGONAL RD STE 280, ALEXANDRIA, VA 22314-2840
- In care of
- % WHITNEY BALL
- Principal officer (990 for 2024)
- Lawson R Bader, 1800 Diagonal Street 280, Alexandria, VA 223142840
- Signed the 990
- Lawson R Bader, President and CEO
- Phone
- (703) 535-3563
- Website
- https://www.donorstrust.org/
- Return prepared by
- Rogers & Company PLLC
Mission
Support charities & sponsor programs which alleviate, through education, research & private initiatives, society's most pervasive and radical needs, including those relating to social welfare, health, environment, economics, foreign relations, arts and culture. Encourage private philanthropy and individual giving as opposed to governmental solutions to society's problems.
Program accomplishments
- A Donor Advised Fund (DAF) program allowing DAF contributors to advise grants that support charities which alleviate, through education, research and private initiatives, society's most pervasive and radical needs, including those relating to social welfare, health, environment, economics, governance, foreign relations and arts and culture; and which encourage private philanthropy and individual giving and responsibility as an answer to society's needs, as opposed to governmental involvement.Expenses $285,164,806 · grants $283,170,830
- Donors Trust serves as an incubator for organizations with missions that align with that of Donors Trust and that are in the process of applying for tax-exempt status, thereby allowing these start-up organizations a chance to begin operations while waiting for formal recognition of their non-profit status.Expenses $630,407 · grants $626,012
- Donors Trust initiated a program to make grants to foreign NGOs for which Donors Trust receives an equivalency determination that finds had the foreign organization been (1) a U.S. based organization and (2) applied for tax-exempt status the NGO would have received recognition as a 501(c)(3) publicly supported charity.Expenses $326,806 · grants $326,806
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2166327
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $1,364,601,090
- Income (IRS master file)
- $345,528,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $294,438,756 | $291,549,081 | $1,364,601,090 | XML |
| 990 | December 2023 | $158,252,948 | $357,941,924 | $1,291,166,098 | XML |
| 990 | December 2022 | $323,050,038 | $248,109,953 | $1,387,471,760 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2166327).
Questions about DONORS TRUST INC
- What is the EIN of DONORS TRUST INC?
- The employer identification number (EIN) of DONORS TRUST INC is 52-2166327.
- Is DONORS TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DONORS TRUST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DONORS TRUST INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DONORS TRUST INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONORS TRUST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of DONORS TRUST INC?
- The 990 for the year ended December 31, 2024 names Lawson R Bader.
- Who are the officers and directors of DONORS TRUST INC?
- The 990 for the year ended December 31, 2024 lists 12 people; 8 received compensation from the organization, the highest $399,997 (Lawson R Bader, President and CEO).
- How much revenue does DONORS TRUST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $294,438,756, expenses of $291,549,081 and total assets of $1,364,601,090 at year end.
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All nonprofits in ALEXANDRIA · Virginia · Philanthropy, voluntarism and grantmaking foundations