Heritage Foundation: Difference between revisions

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which would give us a continuous comparable series from the Reagan era through Project 2025.
which would give us a continuous comparable series from the Reagan era through Project 2025.
Yes. Here is the consolidated 2011–2024 master accounting record, now using the exact Heritage Form 990 revenue and contribution figures for every year as the denominator. The donor-side columns preserve the amounts we have actually reconstructed so far; where that reconstruction is incomplete, the traceability figure is explicitly a minimum, not an estimate of Heritage’s true institutional share.
== Heritage Foundation — Master Forensic Accounting, 2011–2024 ==
{| class="wikitable sortable"
! Year !! Total Revenue !! Contributions & Grants !! Direct Identifiable Donor Money !! Identified Intermediary / Public-Charity Money !! Total Publicly Traced Minimum !! Publicly Unattributed Remainder !! Minimum Traceability
|-
| 2011 || $72.17M || $65.69M || ≥ $6.07M || ≥ $0.055M || ≥ $6.125M || ≤ $59.563M || ≥ 9.3%
|-
| 2012 || $86.08M || $78.19M || ≥ $5.115M || ≥ $0.035M || ≥ $5.149M || ≤ $73.041M || ≥ 6.6%
|-
| 2013 || $112.69M || $102.17M || ≥ $26.00M || ≥ $0.136M || ≥ $26.136M || ≤ $76.039M || ≥ 25.6%
|-
| 2014 || $96.97M || $94.57M || Not yet aggregated || ≥ $0.186M || ≥ $0.186M || ≤ $94.381M || ≥ 0.2%*
|-
| 2015 || $92.01M || $88.80M || ≥ $0.600M || ≥ $0.093M || ≥ $0.693M || ≤ $88.112M || ≥ 0.8%*
|-
| 2016 || $82.21M || $79.08M || ≥ $0.155M || ≥ $0.670M || ≥ $0.825M || ≤ $78.255M || ≥ 1.0%*
|-
| 2017 || $82.19M || $76.58M || Not yet aggregated || ≥ $0.037M || ≥ $0.037M || ≤ $76.546M || ≥ 0.05%*
|-
| 2018 || $81.06M || $75.56M || ≈ $5.40M || ≥ $1.50M || ≥ $6.90M || ≤ $68.664M || ≥ 9.1%
|-
| 2019 || $122.86M || $116.99M || Not yet fully aggregated || Included within the $39.8M 2019–24 public-charity dataset || Incomplete || Incomplete || —
|-
| 2020 || $119.13M || $65.88M || ≥ $4.00M || ≥ $1.751M || ≥ $5.751M || ≤ $60.126M || ≥ 8.7%
|-
| 2021 || $101.78M || $75.26M || ≥ $5.10M || ≥ $1.965M || ≥ $7.065M || ≤ $68.197M || ≥ 9.4%
|-
| 2022 || $106.33M || $95.08M || ≥ $5.333M || ≥ $3.170M || ≥ $8.503M || ≤ $86.580M || ≥ 8.9%
|-
| 2023 || $100.96M || $97.80M || ≥ $6.425M || ≥ $4.550M || ≥ $10.975M || ≤ $86.827M || ≥ 11.2%
|-
| 2024 || $133.87M || $106.03M || ≥ $10.008M || ≈ $5.90M || ≥ $15.908M || ≤ $90.124M || ≥ 15.0%
|}
Heritage’s exact Form 990 figures confirm the contribution series: $65.69M in 2011, $78.19M in 2012, $102.17M in 2013, $94.57M in 2014, $88.80M in 2015, $79.08M in 2016, $76.58M in 2017 and $75.56M in 2018. The same IRS-derived series gives $116.99M in 2019, $65.88M in 2020, $75.26M in 2021, $95.08M in 2022, $97.80M in 2023 and $106.03M in 2024.
''*The extremely low percentages in 2014–17 are research-completeness artifacts, not evidence that Heritage had almost no institutional donors those years. We have not yet performed the exhaustive private-foundation reconstruction for those years that we did for 2018 and 2022–24.''
== What is included in the direct-donor column ==
For 2011, our accumulated donor ledger identifies roughly $6.07 million from major direct foundations, including Richard & Helen DeVos, Sarah Scaife, Herrick, Howard, Lillian Wells and Bradley. For 2012, the reconstructed minimum is approximately $5.115 million, including DeVos, Herrick, Howard, Lambe, Wells, Sarah Scaife, Bradley, Roe, Searle, Adelson and Koch-related direct foundation grants.
The standout year is 2013. Heritage received a roughly $26 million Davis-family gift, which by itself accounts for about one quarter of Heritage’s $102.17 million in contribution income. Consequently, 2013 has the highest traceability percentage in this current series even before we finish identifying all the other foundation donors.
By 2018, broader foundation databases identified about $5.4 million from 292 private-foundation sources, plus more than $1.5 million through donor-advised/community-foundation channels.
== What is included in the intermediary column ==
The intermediary category includes organizations such as Fidelity Charitable, Vanguard Charitable, DAFgiving360/Schwab, National Christian Foundation, National Philanthropic Trust and DonorsTrust. Across 2019–2024, the IRS-derived recipient database identifies about $39.8 million across 298 grants from 107 public-charity funders to Heritage.
We have been deliberately careful not to reattribute those grants to a named family unless the complete chain is proven:
: ''named donor → intermediary → Heritage.''
For most of the approximately $28.5 million flowing through the six largest DAF channels, that first link remains publicly unresolved.
== The “unattributed remainder” needs to be interpreted correctly ==
For example, in 2024:
* '''Heritage contributions:''' $106.031M
* '''Direct identified foundations:''' ≥ $10.008M
* '''Public-charity/intermediary funding:''' ≈ $5.900M
* '''Publicly traced institutional minimum:''' ≥ $15.908M
* '''Remainder:''' ≤ $90.124M
That $90.1 million is not “$90.1 million of anonymous foundation money.” It includes ordinary individual members, larger private individuals whose identities are not publicly disclosed, foundations we have not yet matched, corporations and other contribution sources.
The same applies to every year in the table.
== A useful period comparison ==
The pattern that emerges is interesting:
* '''2011–12:''' roughly 6–9% of contributions are presently traceable through the institutional records we have assembled.
* '''2013:''' the Davis gift drives the identifiable share above 25%.
* '''2014–17:''' donor-side reconstruction is still too incomplete to draw conclusions from the percentages.
* '''2018:''' roughly 9% is already publicly traceable.
* '''2020–22:''' the current floor remains around 9%.
* '''2023:''' rises above 11%.
* '''2024:''' reaches at least 15%, our most complete recent year.
The apparent upward movement after 2020 reflects both real growth in large foundation/DAF funding and improving completeness of electronic donor-side records, so it should not automatically be interpreted as proof that Heritage became more dependent on large donors.
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