The Philanthropy Roundtable

Background

The Philanthropy Roundtable describes itself as “America’s leading network of charitable donors working to strengthen our free society, uphold donor intent, and protect the freedom to give” with members including individual philanthropists, families, and private foundations. The Philanthropy Roundtable‘s stated mission is to “foster excellence in philanthropy, to protect philanthropic freedom, to assist donors in achieving their philanthropic intent, and to help donors advance liberty, opportunity, and personal responsibility in America and abroad.”¹“Who We Are,” Philanthropy Roundtable. Archived April 11, 2019. Archive.fo URL: https://archive.fo/AtDYm

The Philanthropy Roundtable was founded in the 1970s and initially operated under the auspices of the Institute for Educational Affairs (IEA) and headed by Leslie Lenkowsky, who was a research fellow with the American Enterprise Institute. In 1987, he began publishing IEA’s quarterly newsletter Philanthropy and distributing it among grantmakers. In 1991, the Roundtable became its own independent non-profit corporation with headquarters in Indianapolis, for a period, with Kimberly Dennis serving as the first executive director until 1996. Dennis is now president and CEO of Searle Freedom Trust, chairman of the board of DonorsTrust, a former director at the Property and Environment Research Center (PERC), and former member of the Philanthropy Roundtable’s board of directors. It is now run by Adam Meyerson, a former executive of the Heritage Foundation and a former managing editor of American Spectator, and it is located in Washington, DC.²“History of The Philanthropy Roundtable,” Philanthropy Roundtable. Archived April 11, 2019. Archive.fo URL: https://archive.fo/kvegv ³“Directors & Staff,” DonorsTrust. Archived April 11, 2019. Archive.fo URL: https://archive.fo/Z5oHw ⁴“Our Board,” Philanthropy Roundtable. Archived August 13, 2012. Archive.fo URL: https://archive.fo/1HyAV

In a 2019 article in Environmental Research Letters, researching climate change misinformation in US philanthropy, Yale University’s Dr. Justin Farrell described The Philanthropy Roundtable as “perhaps the leading institution shaping US philanthropy.” He added, “this institution birthed the untraceable and hugely influential donor-directed funds DonorsTrust and Donors Capital Fund, which some researchers have hypothesized have played a role in climate change contrarianism.”⁵Justin Farrell. “The growth of climate change misinformation in US philanthropy: evidence from natural language processing” (PDF), Environmental Research Letters. 14 034013 (2019).

According to Media Matters: “The Philanthropy [Roundtable] fights what it considers the increasingly growing public view that foundations should be accountable to the public. The group is opposed to more efforts at transparency, believing that ‘foundations are private organizations that should be free to make their own governance and grantmaking decisions so long as they operate with integrity and use their assets for genuinely charitable purposes.’”⁶“Philanthropy Roundtable,” Media Matters. Archived May 3, 2012. Archive.fo URL: https://archive.fo/IJFO0

The Philanthropy Roundtable’s listed programs include:

• K-12 Education
• Economic Opportunity
• Veterans
• Civic Education
• Health
• Culture of Freedom (Now “Communio”)

In January 2005, the Philanthropy Roundtable launched the Alliance for Charitable Reform (ACR), a group that has actively opposed legislation that would increase disclosures of philanthropic giving as well as regular reviews of organizations to assess tax-exempt status.⁷“ABOUT US,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/pwIKU

Dark Money “Illuminates Our Free Society”

Adam Meyerson, the president of the Philanthropy Roundtable since 2001, has argued that “dark money” isn’t necessarily a bad thing. In an article posted in Philanthropy, the quarterly magazine of The Philanthropy Roundtable, Meyerson wrote:⁸Adam Meyerson. “President’s Note: Misconceptions about ‘Dark Money’,” Philanthropy Roundtable, Fall 2013. Archived April 9, 2019. Archive.fo URL: https://archive.fo/M8JWb

“Liberal critics of DonorsTrust, a donor-advised-fund sponsor for ‘organizations that promote liberty,’ have labeled it as a ‘secretive funding network’ and ‘dark-money ATM.’ But the right to privacy enjoyed by contributors to donor-advised funds is no different than the right to privacy that governs the overwhelming majority of charitable giving.

[…]

“So-called ‘dark money’ illuminates our free society.”⁹Adam Meyerson. “President’s Note: Misconceptions about ‘Dark Money’,” Philanthropy Roundtable, Fall 2013. Archived April 9, 2019. Archive.fo URL: https://archive.fo/M8JWb

Koch Ties

In addition to support of at least $385,290 from Koch-related foundations, the Philanthropy Roundtable bestowed the “William E. Simon Prize for Philanthropic Leadership” to Charles G. Koch in October 2011.¹⁰“Market-Based Man,” Philanthropy Roundtable, 2011. Archived January 19, 2016. Archive.fo URL: https://archive.fo/3FuVT

Greenpeace has described Koch Industries, run by Charles and his brother David Koch, as a “kingpin of climate science denial,” outpacing ExxonMobil when it comes to donations to organizations opposing established climate science and regulations to combat greenhouse gas emissions.¹¹“Koch Industries: Secretly Funding the Climate Denial Machine (PDF), Greenpeace, March 2010.

Koch Family Foundations—including the David H. Koch Foundation, the Charles G. Koch Charitable Foundation, and the Claude R. Lambe Charitable Foundation (disbanded as of 2013)—have given over $100 Million to conservative organizations, many of which are dedicated to opposing policies to combat climate change.¹²“Koch Industries: Secretly Funding the Climate Denial Machine,” Greenpeace.org. Accessed March 11, 2017. Data on file at DeSmog.

Stance on Climate Change

The Philanthropy Roundtable does not have an official statement on climate change. Two organizations described as “spin offs” of the Philanthropy Roundtable—Donors Trust and Donors Capital Fund—have gone on to fund some of the most prominent organizations promoting climate change denial in the United States.¹³“Philanthropy Roundtable,” SourceWatch. Accessed April 12, 2019.

Funding

The following funding data is based on archived data from the Conservative Transparency (CT) project, combined with data from publicly available 990 tax forms reviewed by DeSmog. Note that not all CT data has been verified by DeSmog.¹⁴“Philanthropy Roundtable,” Conservative Transparency. Accessed April 11, 2019.

View the attached spreadsheet for details on Philanthropy Roundtable funding by year (.xlsx).

Philanthropy Roundtable as Recipient

Donor	Total (1993 – 2017)
The Lynde and Harry Bradley Foundation	$5,075,000
William E. Simon Foundation	$4,000,500
John Templeton Foundation	$3,727,500
Donors Capital Fund	$2,854,640
Searle Freedom Trust	$1,130,000
Marcus Foundation	$1,000,500
Walton Family Foundation	$865,800
The Randolph Foundation	$784,000
F.M. Kirby Foundation	$464,000
Lovett and Ruth Peters Foundation	$450,000
DonorsTrust	$435,623
Jaquelin Hume Foundation	$410,000
Ruth & Lovett Peters Foundation	$400,000
Allegheny Foundation	$380,000
Adolph Coors Foundation	$350,000
Charles G. Koch Charitable Foundation	$333,454
Earhart Foundation	$310,000
Scaife Family Foundation	$295,000
Mercer Family Foundation	$280,000
John William Pope Foundation	$275,000
Diana Davis Spencer Foundation	$240,000
Hertog Foundation	$195,000
Dick and Betsy DeVos Family Foundation	$183,000
Sarah Scaife Foundation	$180,000
Schwab Charitable Fund	$176,000
JM Foundation	$165,000
Dodge Jones Foundation	$163,500
Castle Rock Foundation	$155,000
Lillian S. Wells Foundation	$131,000
The Samuel Roberts Noble Foundation	$128,750
Ed Uihlein Family Foundation	$125,000
Stuart Family Foundation	$116,500
The Challenge Foundation	$100,000
National Philanthropic Trust	$100,000
Barney Family Foundation	$90,000
Albert and Ethel Herzstein Charitable Foundation	$74,000
The Shelby Cullom Davis Foundation	$60,000
Colcom Foundation	$58,000
National Christian Charitable Foundation	$56,000
Ravenel and Elizabeth Curry Foundation	$55,000
The Roe Foundation	$54,000
Paul E. Singer Foundation	$50,000
George Edward Durell Foundation	$45,000
Claude R Lambe Charitable Foundation	$44,200
Thomas B. Fordham Foundation	$40,000
Sidney A. Swensrud Foundation	$37,000
Barbara and Barre Seid Foundation	$34,616
Apex Foundation	$33,500
E L Craig Foundation	$25,000
Joyce and Donald Rumsfeld Foundation	$20,100
Armstrong Foundation	$20,000
The Vernon K. Krieble Foundation	$17,500
William H. Donner Foundation	$12,000
Tepper Family Foundation	$11,500
Bradley Impact Fund	$11,000
Deramus Foundation	$10,000
Charles Koch Institute	$7,636
Philip M. McKenna Foundation	$7,500
Einhorn Family Foundation	$6,000
The Weiler Foundation	$5,000
Robert and Marie Hansen Foundation	$5,000
Cato Institute	$5,000
The Gordon and Mary Cain Foundation	$4,000
Chase Foundation of Virginia	$1,500
Lynn & Foster Friess Family Foundation	$1,000
Richard Seth Staley Educational Foundation	$700
Eyas Foundation	$500
Arthur N. Rupe Foundation	$500
Grand Total	$26,882,519

Philanthropy Roundtable as Donor

Below is a partial listing, including only the most notable donees:

Recipient	2007	2010	2011	Grand Total
DonorsTrust		$250,000		$250,000
Federalist Society for Law and Public Policy Studies	$125,000			$125,000
Institute for Humane Studies			$250,000	$250,000
Grand Total	$125,000	$250,000	$250,000	$625,000

Koch Funding

	Donor
Year	Charles G. Koch Charitable Foundation	Claude R Lambe Charitable Foundation	Charles Koch Institute	Grand Total
1993	$1,000			$1,000
1995	$16,000			$16,000
1996	$2,500			$2,500
1997	$5,000			$5,000
1998	$5,000			$5,000
1999	$5,000			$5,000
2000	$5,000			$5,000
2001	$5,000			$5,000
2002		$19,200		$19,200
2004	$25,000			$25,000
2005	$25,000			$25,000
2006	$100,000			$100,000
2007	$25,000			$25,000
2009	$43,968			$43,968
2010	$25,000			$25,000
2011	$25,000			$25,000
2012	$5,777			$5,777
2013		$25,000		$25,000
2014	$14,209		$7,636	$21,845
Grand Total	$333,454	$44,200	$7,636	$385,290

990 Forms

Key People

Board of Directors

Name

2001

2002

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

Description

Heather Higgins

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Vice Chairman

Fred Klipsch

Y

Y

Y

Y

Board Member

John Jackson

Y

Y

Y

Y

Board Member

Suzie Kovner

Y

Y

Y

Board Member

David Stover

Y

Y

Treasurer

Heather Templeton Dill

Y

Y

Secretary

Richard W. Graber

Y

Y

Chairman

Daniel S. Peters

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Vice Chairman

John Tyler

Y

Y

Y

Y

Y

Y

Y

Y

Secretary

Donn Weinberg

Y

Y

Y

Y

Y

Y

Y

Y

Chairman and Treasurer

Betsy DeVos

Y

Y

Y

Chairman

James Arthur “Art” Pope

Y

Y

Treasurer

Denis Calabrese

Y

Michael W. Grebe

Y

Y

Y

Y

Y

Y

Y

Y

Y

Chairman

James Piereson

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Vice Chairman

Ana Thompson

Y

Y

Y

Y

Y

Y

Finance Committee Chair

David Riggs

Y

Vice President of Philanthropic Strategy

Jeff D. Sandefer

Y

Y

Y

Y

Y

Y

Kimberly O. Dennis

Y

Y

Y

Y

Y

Chester E. Finn Jr.

Y

Y

Y

Y

Y

Secretary and Treasurer

Joseph S. Dolan

Y

Y

Y

Joanne B. Beyer

Y

Y

Vice Chairman

Louise V. Oliver

Y

Chairman

Michael S. Joyce

Y

Vice Chairman

Staff

Name

1997

1998

2001

2002

2003

2004

2005

2006

2007

2008

2009

2011

2012

2013

2014

2015

2016

2017

2018

2019

Description

Adam Meyerson

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

President

Anthony Pienta

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Director of K-12 Education Programs

Suzi Marchena

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Director of Finance and Human Resources

Jo Kwong

Y

Y

Y

Y

Y

Y

Y

Y

Y

Director of Economic Opportunity Programs

Rachel Verdejo

Y

Y

Y

Y

Y

Y

Y

Y

Y

Director of Foundation Relations

Karl Zinsmeister

Y

Y

Y

Y

Y

Y

Y

Y

Vice President of Publications

Ashley May

Y

Y

Y

Y

Y

Y

Y

Managing Editor

Patrick Burke

Y

Y

Y

Y

Y

Program Manager of K-12 Education Programs

Amanda Rossie

Y

Y

Y

Y

Chief Operating Officer

Katherine Haley

Y

Y

Y

Y

Senior Director of K-12 Education Programs

Angie Lawry

Y

Y

Y

Vice President of Marketing and Communications

Anne Snyder

Y

Y

Y

Director, Character Initiative

Eric Peterman

Y

Y

Y

Development Coordinator

Sean Parnell

Y

Y

Y

Vice President of Public Policy

Joanne Florino

Y

Y

Y

Y

Y

Y

Vice President of Philanthropic Services

Anna Bobb

Y

Y

Director of Health Programs

Bethany Fefelov

Y

Y

Digital Strategy Manager

Caitrin Keiper

Y

Y

Editor

Courtney Ford

Y

Y

Data Strategy and Communications Manager

Molly Kincaid

Y

Y

Director of Marketing and Communications

Tareea Smith

Y

Y

Event Marketing Coordinator

Adam Kissel

Y

Director of Civic and Higher Education Programs

Shaun Rieley

Y

Director of Veterans Programs

Tina Cordova

Y

Director of Events

Lindsay Miller

Y

Y

Y

Y

Y

Y

Y

Y

Y

Director of Events

J. P. De Gance

Y

Y

Y

Y

Y

Y

Executive Vice President

Marques Chavez

Y

Y

Y

Y

Y

Y

Director of Communications

Christina Tenney

Y

Y

Y

Y

Director of External Affairs, Culture of Freedom Initiative

Cecilia Diem

Y

Y

Senior Grant Writer

Joseph Moser

Y

Senior Direct Marketing Strategist, Culture of Freedom Initiative

Lauren Augustine

Y

Veteran Services Program Manager

Meg Moss

Y

Director of Strategic Engagement

Thomas Meyer

Y

Y

Y

Y

Y

Y

Director of Veterans Services

Caitrin Nicol Keiper

Y

Y

Y

Y

Y

Editor

Will Hild

Y

Y

Y

Y

Director of External Affairs, Culture of Freedom Initiative

David Riggs

Y

Y

Y

Vice President of Philanthropic Strategy

Julie Drinkard

Y

Y

Y

Director of Membership

Kristen McIntyre

Y

Y

Y

Strategic Communications Manager

Sarah Spinner

Y

Y

Manager of Grant Strategy, Culture of Freedom Initiative

Andrea Scott

Y

Y

Y

Associate Editor

Amanda Telford

Y

Y

Y

Y

Y

Y

Y

Managing Director of Operations

Dorothy Martinez

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Y

Senior Director of Regional Events

Michael Horn

Y

Y

Y

Y

Membership Manager

Cecelia Miles Hubach

Y

Y

Research and Data Coordinator

Matt Bazik

Y

Y

Data Manager

Christopher Roberts

Y

Project Coordinator

Marc Morris

Y

Development Fellow

Nicole Jarbo

Y

Director of K–12 Education Programs

Dan Fishman

Y

Y

Director of K–12 Education Programs

Kate Bermingham

Y

Y

Executive Project Coordinator

Cassandra McClellan

Y

Meetings Coordinator

Shannon Toronto

Y

Y

Y

Y

Y

Y

Chief Operating Officer

Brian Anderson

Y

Y

Y

Y

Y

Director of Technology

Christopher Levenick

Y

Y

Y

Y

Editor-in-Chief, Philanthropy

Evan Sparks

Y

Y

Y

Managing Editor, Philanthropy

Patrice Lee

Y

Y

Y

Project Manager, Public Policy

Sue Santa

Y

Y

Y

Senior Vice President for Public Policy

Kari Barbic

Y

Y

Associate Editor, Philanthropy

Rebecca Stewart

Y

Y

Y

Y

Director of K-12 Education Programs

Tom Riley

Y

Y

Vice President for Communications

Becca Wammack

Y

Executive Project Coordinator

Elizabeth Isele

Y

Director of Economic Opportunity Programs

Alex Echols

Y

Y

Y

Y

Director of Conservation Programs

Christopher Yablonski

Y

Y

Development Director

Lynn Gibson

Y

Y

Director of Community Relations

René Krynovich

Y

Y

Annual Meeting Coordinator

Emily Dalpiaz

Y

Project Coordinator, K-12 Education Programs

Monica Mastracco

Y

Project Coordinator

Rachel Rounsville

Y

Grant Writer

Stephanie Saroki

Y

Y

Y

Y

Y

Senior Director of K-12 Education Programs

Jenise Leaser

Y

Director of Finance and Human Resources

John Mecham

Y

Director of Helping People to Help Themselves Programs

Jonathan Krive

Y

Development Coordinator

Kaitlyn Buss

Y

Managing Editor, Philanthropy

Lacey Yoder

Y

Acting Annual Meeting Director

Libby Greene

Y

Project Coordinator, Outcomes and Events

Jenise Snyder

Y

Y

Director of Finance and Human Resources

Kirk E. Oberfeld

Y

Y

Vice President for Research and Communications

Mark Smith

Y

Y

Director of National Security Programs

Michael Leaser

Y

Y

Managing Editor, Philanthropy

Ashley M. Hall

Y

Project Coordinator

John Agresto

Y

Director of Higher Education Programs

Mary Johns

Y

Director of Major Events

Sharon Wood

Y

Y

Annual Meeting Director

Frederic Fransen

Y

Director of Higher Education Programs

Martin A. Davis

Y

Y

Y

Y

Managing Editor, Philanthropy

Scott Walter

Y

Y

Y

Y

Vice President for Research and Publications

Sarah Harper

Y

Y

Director of Finance and Technology

Barbara Buchanan

Y

Chief Operating Officer

Lynn Turpin

Y

Chief Operating Officer

Jean Rowan

Y

Finance and Database Administrator

Shawn Sussin

Y

Acting Vice President for Finance and Administration

Lisa F. Griffin

Y

Y

Vice President for Finance and Administration

James F.X. O’Gara

Y

Y

Y

Executive Director

John P. Walters

Y

Y

Y

President

Jan Forbes

Y

Assistant Art Director

Justin Torres

Y

Managing Editor, Philanthropy

Lara Y. Stead

Y

Y

Director of Associate Services

Whitney L. Ball

Y

Y

Executive Director

Dan McKivergan

Y

Director of Policy

Steve Tappan

Y

Research Associate

Jessica L. Gavora

Y

Director of Publications

Other People

Describing its history, while it was still working under the Institute for Educational Affairs (IEA), the Philanthropy Roundtrable was headed by Leslie Lenkowsky. Kimberly Dennis served as its first executive director after the Roundtable became an independent entity in 1991 until 1996.¹⁵“History of The Philanthropy Roundtable,” Philanthropy Roundtable. Archived April 11, 2019. Archive.fo URL: https://archive.fo/kvegv

Actions

Ongoing

The Philanthropy Roundtable hosts an annual meeting, which it describes as “The Philanthropy Roundtable’s premier event for foundation trustees and philanthropic decision makers committed to strengthening our free society and to exploring, collaborating, and solving our nation’s greatest problems through meaningful and effective philanthropy.”¹⁶“Meeting Attendance Qualifications,” Philanthropy Roundtable. Archived April 12, 2019. Archive.fo URL: https://archive.fo/WNwkq

According to the Philanthropy Roundtable’s website, qualified attendees include:

• Individual philanthropists
• Board and Staff of Private Foundations
• Board and Staff of Operating Foundations
• Board and Staff of Corporate Foundations and Corporate Giving Programs
• CEO, Executive Director or President of Community Foundations
• CEO, Executive Director or President of Venture Philanthropy Partnerships
• CEO, Executive Director or President of Donor Advised Funds
• CEO, Executive Director or President of Regional Grantmaker Associations
• Donor Advisors may attend with a qualified donor or provide verification of registration on behalf of a qualified donor.
• CEO, Executive Director of President of qualified public charities. Qualified public charities include those that make grants in excess of one million dollars annually and devote more than half of their operating budget to grants for external activities (excluding scholarships.)

SourceWatch has documented that Charles Koch has a long history of involvement at the Roundtable’s annual meetings.

Past meetings include:

• 2018 Annual Meeting in Palm Beach, Florida
• 2017 Annual Meeting in Scottsdale, Arizona
• 2016 Annual Meeting in Charleston, South Carolina
• 2015 Annual Meeting in Dallas, Texas
• 2014 Annual Meeting in Salt Lake City, Utah
• 2013 Annual Meeting in Rancho Palos Verdes, California
• 2012 Annual Meeting in Palm Beach, Florida
• 2011 Annual Meeting in Scottsdale, Arizona
• 2010 Annual Meeting in Amelia Island, Florida
• 2009 Annual Meeting in Colorado Springs, Colorado
• 2008 Annual Meeting in Naples, Florida
• 2007 Annual Meeting in Dana Point, California
• 2006 Annual Meeting in Charleston, South Carolina
• 2005 Annual Meeting in Phoenix, Arizona
• 2004 Annual Meeting in Palm Beach, Florida
• 2003 Annual Meeting in Jackson, Wyoming
• 2002 Annual Meeting in Amelia Island, Florida
• 2001 Annual Meeting in New Orleans, Louisiana
• 1997 Annual Meeting in Newport, Rhode Island

October 2011

The Philanthropy Roundtable administered the William E. Simon Prize for Philanthropic Leadership to Charles Koch. According to the description in Philanthropy magazine, “The prize is intended to honor living philanthropists who have shown exemplary leadership through their own charitable giving, either directly or through foundations they have created.”¹⁷“Market-Based Man,” Philanthropy Roundtable, 2011. Archived January 19, 2016. Archive.fo URL: https://archive.fo/3FuVT

View Charles Koch’s acceptance speech below:

January 2005

The Philanthropy Roundtable launched the Alliance for Charitable Reform (ACR), a 501(c)(3) non-profit group that would oppose regulations on philanthropic groups. “Our mission is to promote the right of Americans to choose how and where to spend their charitable assets and to defend that right amidst legislative or political processes that weaken it,” the ACR’s website states.¹⁸“ABOUT US,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/pwIKU

ACR’s executive director is Sandra Swirski, former partner at the lobbying firm Venn Strategies, LLC and co-founder of Urban Swirski & Associates, LLC. Sean Parnell, vice president of public policy for The Philanthropy Roundtable, also serves on the staff of ACR.¹⁹“Staff,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/YZc8u

According to its history page:²⁰“History,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/jYU9Z

“In January of 2005, The Philanthropy Roundtable founded the Alliance for Charitable Reform (ACR). ACR was formed as an emergency advocacy initiative to respond to legislative efforts on Capitol Hill targeted at the charitable community and help bring common sense to the charitable reform debate protecting philanthropic freedom in America – particularly from the perspective of smaller, family foundations.”²¹“History,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/jYU9Z

The group’s early efforts included opposition to what it describes as “potentially harmful policy changes” including “accreditation requirements on tax-exempt organizations, mandatory five-year reviews of tax-exempt status, and limits on types of organizations that foundations could support.”²²“History,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/jYU9Z

In 2008, ACR boasts of fighting in the California Legislature against bills that “would have significantly increased onerous reporting requirements for foundations and their grantees.”²³“History,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/jYU9Z

1997

A 1997 report by the National Committee on Responsive Philanthropy, quoted by Media Transparency, documented the participation of the Koch Brothers in the 1995 annual conference:²⁴“The Strategic Philanthropy of Conservative Foundations: Moving a Public Policy Agenda,” National Committee on Responsive Philanthropy, 1997. Quoted by Media Transparency. Archived March 10, 2012. Archive.fo URL: https://archive.fo/gPGL2

“In a presentation at the Philanthropy Roundtable’s 1995 annual conference, Richard Fink, president of the Charles G. Koch and Claude R. Lambe charitable foundations, made good use of market metaphors to outline how foundations can exert the greatest impact on public policy. Adapting laissez-faire economist Friedrich Hayek’s model of the production process to social change grant-making, Fink argued that the translation of ideas into action requires the development of intellectual raw materials, their conversion into specific policy products, and the marketing and distribution of these products to citizen-consumers.

“Grantmakers, Fink argued, would do well to invest in change along the entire production continuum, funding scholars and university programs where the intellectual framework for social transformation is developed, think tanks where scholarly ideas get translated into specific policy proposals, and implementation groups to bring these proposals into the political marketplace and eventually to consumers.”

Related Organizations

• Institute for Educational Affairs (IEA) — Initially the parent organization for the Philanthropy Roundtable in the 1970s.²⁵“History of The Philanthropy Roundtable,” Philanthropy Roundtable. Archived April 11, 2019. Archive.fo URL: https://archive.fo/kvegv
• DonorsTrust (DT) and Donors Capital Fund (DCF) — Whitney Ball, the former executive director for the Philanthropy Roundtable, went on to found DT and DCF.²⁶Justin Farrell. “The growth of climate change misinformation in US philanthropy: evidence from natural language processing” (PDF), Environmental Research Letters. 14 034013 (2019).
• State Policy Network (SPN) — Member.²⁷“Philanthropy Roundtable,” SPN. Archived April 12, 2019. Archive.fo URL: https://archive.fo/ErBVq
• Alliance for Charitable Reform (ACR) — Project of Philanthropy Roundtable launched in 2005.²⁸“ABOUT US,” Alliance for Charitable Reform. Archived April 12, 2019. Archive.fo URL: https://archive.fo/pwIKU

Contact & Address

As of 2019, The Philanthropy Roundtable listed the following contact information on its website:²⁹“Contact Us,” The Philanthropy Roundtable. Archived April 12, 2019. Archive.fo URL: https://archive.fo/lYWL5

1120 20th Street NW
Suite 550 South
Washington, D.C. 20036

Phone: 202.822.8333
Fax: 202.822.8325
[email protected]

Social Media

• The Philanthropy Roundtable on LinkedIn
• The Phianthropy Roundtable on YouTube
• @PhilanthropyRnd on Twitter.

Other Resources

• “Philanthropy Roundtable,” SourceWatch.
• “Philanthropy Roundtable,” Wikipedia.
• John R. Mashey. “Fake science, fakexperts, funny finances, free of tax 2 SEPP, Heartland, CSCDGC, allies & DONORS” (PDF), V2 (10/23/12). DeSMog.

Resources

• 1
  “Who We Are,” Philanthropy Roundtable. Archived April 11, 2019. Archive.fo URL: https://archive.fo/AtDYm
• 2
  “History of The Philanthropy Roundtable,” Philanthropy Roundtable. Archived April 11, 2019. Archive.fo URL: https://archive.fo/kvegv
• 3
  “Directors & Staff,” DonorsTrust. Archived April 11, 2019. Archive.fo URL: https://archive.fo/Z5oHw
• 4
  “Our Board,” Philanthropy Roundtable. Archived August 13, 2012. Archive.fo URL: https://archive.fo/1HyAV
• 5
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