Notes on the faked Heartland document

UPDATE: there’s even more evidence that the document was faked. The Koch Foundation and The Atlantic weighs in in update 3 below.

As a follow up to the post Notes on the Heartland Leak, I’ve prepared some notes on the PDF document “2012 Climate Strategy” that Heartland says in their press release is a fake among the other documents distributed. They say specifically that:

One document, titled “Confidential Memo: 2012 Heartland Climate Strategy,” is a total fake apparently intended to defame and discredit The Heartland Institute. It was not written by anyone associated with The Heartland Institute. It does not express Heartland’s goals, plans, or tactics. It contains several obvious and gross misstatements of fact.

Here is a screencap of the top part of that document, which was printed, and then scanned, unlike any of the other documents which were direct to PDF from word processing programs:

There’s been a lot of scrutiny in comments on various blogs, and I’ve given some scrutiny to the document as well, comparing it with other documents in the set. I’m in agreement that this is a fake, here is why:

1. It is the only document in the set that appears to have been scanned rather than produced by a PDF document publisher such as Adobe Distiller 8.0 or 8.1 which were both in document properties on other documents. For example compare the two document properties side by side. I’ve placed arrows marking distinct differences:

2. The metadata in document properties in the document said to be faked have been sanitized. Why cover tracks? This could possibly be due to the leaker not knowing how to remove other metadata in standard PDF, but knows if he/she scans it on an Epson flatbed scanner and saves it to the scanner’s memory stick/flash drive port, there will be no personally identifiable information.

3. One of the first questions I asked Joe Bast of Heartland when I saw this printed then scanned document was “do you not shred your trash”?  His response was, “there’s no need, all the communications are done electronically by email”. That suggests a paper copy never existed in the Heartland office. The fact that none of the documents contains any personal signatures lends credence to this.

4. It doesn’t read like a strategy document, as it mixes strategy with operational details and commentary.

5. It gets the operational details ( budget) wrong – especially the points about my project, rounding up to $90,000 from a very specific budget number of $88,000. This suggests trying to inflate the number for a purpose. There’s no evidence of rounding budget numbers in any other document in the set.

6. Key sentences are rather clumsily written and some make no sense. This contrasts with purposeful language in the other documents. This one sentence in particular has gotten a lot of attention:

His effort will focus on providing curriculum that shows that the topic of climate change is controversial and uncertain – two key points that are effective at dissuading teachers from teaching science.

I can’t imagine pitching “…dissuading teachers from teaching science.” to a board of directors at a meeting. It is a sure recipe for a public relations nightmare.

7. There are punctuation errors throughout it, suggesting it is not a professional document. There’s an overuse of commas for example. The formatting is different than other documents in the set, with a left justified title. All other Heartland documents have a center justified title. Fonts for titles don’t match either. The “2012 Climate Strategy” document has a different font.

8. The “2012 Climate Strategy” is the purported “smoking gun” that provides commentary and context missing from the other factual documents. Without this framing document, the other documents and what they contain, are rather bland. Without it, there’s not much red meat to dangle in front of people that would tear into it.

9. The document misrepresents the positions of Andrew Revkin and Dr. Judith Curry. This seems to come from a point of speculation, not from a point of certainty.

10. Most of the documents were prepared by Joe Bast, listed as author “jbast” in the PDF document metadata and done around 8AM on Monday, January 16th. One document, “Board Directory 01-18-12_0.pdf” has an author “ZMcElrath” ( a Heartland employee according to the Budget document) and was created on Wednesday January 25th at 1:04PM, within working hours just like all the others.

The document in question the “2012 Climate Strategy” has a timestamp of Monday, Feb 13th, at 12:41PM, just one day before “DeSmog Blog” released the documents on their website. The timeline disparity doesn’t make a lot of sense for documents that were supposedly mailed to a person posing as a board member (according to an alleged email snippet on Keith Kloor’s website) to trick someone at Heartland to email them the package of documents. Here it is:

Dear Friends (15 of you):

In the interest of transparency, I think you should see these files from the Heartland Institute. Look especially at the 2012 fundraising and budget documents, the information about donors, and compare to the 2010 990 tax form. But other things might also interest or intrigue you. This is all I have. And this email account will be removed after I send.

It would have had to have been sent sometime between 12:41PM Chicago time on Monday Feb13th and Tuesday Feb 14th 16:39 (Pacific Time) when the first comment appeared on DeSmog Blogs first post on the issue. According to David Appell’s blog, Keith Kloor says it was sent yesterday (Feb 14th), which is after the creation date for the “2012 Climate Strategy” memo of “2/13/2012 12:41:52 PM. Which means DeSmog blog had the documents only a short time.

Appell also writes: Desmogblog Had Leaked Docs For Only an Hour

I guess I’m behind on this, because this afternoon Politico reported that Desmogblog received the documents yesterday (2/14) and “The blog posted them about an hour later without contacting the Heartland Institute for confirmation.”

http://dyn.politico.com/printstory.cfm?uuid=5826D160-4705-4D72-A0BB-44C8C2EDA7DC

So they received them after the suspicious memo was scanned (according to its metadata). Which doesn’t prove its not fake, but at least the timeline isn’t inconsistent.

Appell also thinks the document makeup is suspicious and does his own metadata analysis.

Summary:

All the above evidence, plus Heartland’s statement saying it is a fake, taken in total suggest strongly that the “2012 Climate Strategy” document is a fake. From my perspective, it is almost if the person(s) looking at these said “we need more to get attention” and decided to create this document as the “red meat” needed to incite a response.

Indeed, the ploy worked, as there are now  216 instances (as of this writing) of this document title “Confidential Memo: 2012 Heartland Climate Strategy” on Google at various news outlets and websites.

The question to ask then is this: who benefits the most from the existence of such a document? A disgruntled employee? Hardly. Such things often backfire. And, who would know best how to craft such a document for maximum public impact? I think the answers are there, but the question needs to be asked. From what I hear, Heartland is going for criminal prosecution and/or civil liabilities on this one. They certainly have a case.

All of those news outlets and bloggers that regurgitated this document and the claims in it without checking for the veracity of it first are going to have some defending to do to. The Guardian seems particularly vulnerable for their “publish first, ask questions later” tactic.

UPDATE: At Lucia’s Blackboard, commenter Duke C. have been delving into the faked memo. What he has found is quite interesting:

Duke C. (Comment #89877)

February 15th, 2012 at 9:55 pm

Steve McIntyre (Comment #89815)

February 15th, 2012 at 4:31 pm

If you look at the Document Properties of the various Heartland documents, the Confidential Memo has a date of Feb 13, 2012 whereas the other documents date from January. In addition, the agenda source (for example) refers to a p: drive and an origin in a *.wpd document, while the Confidential Memo does not have these features.

The Confidential Strategy Memo and the Form 990 were both scanned, possibly from the same source. There are similarities in the Metadata. Both were created under PDF Version 1.5, with the same Extensible Metadata Platform Core:

xmlns:x=”adobe:ns:meta/” x:xmptk=”Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26

The other 6 pdfs show a different core version:

xmlns:x=”adobe:ns:meta/” x:xmptk=”Adobe XMP Core 4.0-c316 44.253921, Sun Oct 01 2006 17:14:39

The Form 990 linked at DeSmog shows August 02, 2011 as the last modified date. The 990 linked at Heartlandinstitute.org shows December 06, 2011. Scanning artifacts indicate that both are identical.

All of this is, of course, circumstantial evidence. but I’m not ready to rule out that the Strategy memo wasn’t scanned at Heartland.

================================================

Duke C. (Comment #89887)

February 15th, 2012 at 11:03 pm

More on the Strategy memo-

EPSON Scan

2012-02-13T12:41:52-08:00

2012-02-13T12:41:52-08:00

2012-02-13T12:41:52-08:00

Hmmm……

That’s Pacific Standard Time, if I’m reading it right.

=================================================

Duke C. (Comment #89888)

February 15th, 2012 at 11:07 pm

Oops. with html tags removed:

rdf:Description rdf:about=””

xmlns:pdf=”http://ns.adobe.com/pdf/1.3/”

pdf:Producer EPSON Scan /pdf:Producer

/rdf:Description

rdf:Description rdf:about=””

xmlns:xmp=”http://ns.adobe.com/xap/1.0/”

xmp:ModifyDate 2012-02-13T12:41:52-08:00 /xmp:ModifyDate

xmp:CreateDate 2012-02-13T12:41:52-08:00 /xmp:CreateDate

xmp:MetadataDate 2012-02-13T12:41:52-08:00 /xmp:MetadataDate

=================================================

According to the “contact” page at Heartland, they have no west coast offices:

The Heartland Institute

One South Wacker Drive #2740

Chicago, Illinois 60606

312/377-4000

map

Telephone Phone: 312/377-4000

Fax: 312/377-5000

Other offices 1728 Connecticut Avenue NW #2B

Washington, DC 20009

Phone: 202/525-5717

AdministratorP.O. Box 10330

Tallahassee, FL 32302

Christian R. Camara3900 Pearce Road

Austin, TX 78730

Julie DrennerP.O. Box 361195

Columbus, Ohio 43236

Alan Smith

Now who do we know on the West Coast in the Pacific Time Zone? One major player in this mix is in the Pacific Time Zone according to their “contact” page.

In the Heartland budget document “(1-15-2012) 2012 Heartland Budget.pdf ” in section 3, there’s also reference made to an employee that was let go that works out of the west coast home office. These are places to start asking questions.

UPDATE2: It seems Andrew Revkin, one of the first to publicly post about the documents without checking the veracity first, now agrees to the possibility of a fake (h/t A.Scott) :

“looking back, it could well be something that was created as a way to assemble the core points in the batch of related docs.”

Source: http://blog.heartland.org/2012/02/andrew-revkin-finds-journalism-religion-after-posting-fraudulent-document/

UPDATE3: 11:15AM 2/16/12 Megan McArdle at the Atlantic has even more evidence it is a fake. (h/t Bart)

It seems that the Koch Brothers had nothing to do with climate donations to Heartland, but they confirm they did donate for health care campaigns. Koch confirms in a press release that their contribution was for health care, not global warming:

The [Koch] Foundation gave just $25,000 to Heartland in 2011 (the only such donation to that organization in more than 10 years) and that funding was specifically directed to a healthcare research program, and not climate change research, as was erroneously reported.

McArdle writes:

Unless there’s an explanation I’m missing, that seems to clinch it–why would health care donations show up in their climate strategy report?  Unless of course, it was written by someone who doesn’t know anything about facts of the donation, but does know that the Kochs make great copy.

The climate data they don't want you to find — free, to your inbox.
Join readers who get 5–8 new articles daily — no algorithms, no shadow bans.
0 0 votes
Article Rating
264 Comments
Inline Feedbacks
View all comments
Paul Coppin
February 16, 2012 8:00 pm

Mysteries abound everywhere! Here’s another: how is it Megan McArdle of the Atlantic could craft such a long detailed investigation of the memo, and yet still miss the obvious in her apparently unshakeable belief in AGW?

woodNfish
February 16, 2012 8:20 pm

Paul Coppin says:
February 16, 2012 at 8:00 pm
Mysteries abound everywhere! Here’s another: how is it Megan McArdle of the Atlantic could craft such a long detailed investigation of the memo, and yet still miss the obvious in her apparently unshakeable belief in AGW?
Uh, because she is your typical MSM moron, or was that a rhetorical question?

Eduardo Ferreyra
February 16, 2012 8:34 pm

I commented on Desmogblog the following:
“You really are scared, aren’t you? Scared stiff that the kids with $7 millions have managed to dismantle the $4 billion-a-year propaganda mounted by the warmist lobby. You are so scared that even confuse showing scientific facts with “attacking the science”. The skeptics are merely debunking flawed results of useless climate models –known as PlayStation-3® style video games- with impeccable scientific methodology.
I guess it is natural to feel terrified. It is every time you are confronted with the truth and see your ignoble business in danger.
BTW, when is Desmogblog’s alma mater, John Lefebvre getting paroled in his 24 year prison sentence?”
It appeared briefly, and was soon deleted. I wonder why? 😉

KR
February 16, 2012 9:20 pm

Regarding tax status:
* The “Operation Angry Badger” indicates involvement in politics, namely the Wisconsin recall efforts – HI may have to release the pamphlets they have produced to document whether this effort was or was not partisan. (http://www.nolo.com/legal-encyclopedia/limits-political-campaigning-501c3-nonprofits-29982.html)
* The “Government Relations” budget is a significant part of their budget, and is arguably lobbying – a violation of ‘charitable’ status. From IRS form 13903, Tax-Exempt Organization Complaint (Referral) Form (http://www.irs.gov/pub/irs-pdf/f13909.pdf), there are checkboxes for Organization is involved in a political campaign and Organization is engaged in excessive lobbying activities
* As I understand it, payments to foreign interests/agents that are not directly related to work in the US or travel are an issue – the payments to Dr. Carter have been brought up by several blogs (I’m less clear on this one).
However, I am certainly not a tax expert; I’m just noting what I’ve seen discussed so far. HI may be entirely in the clear. But the budget as released certainly looks much more like a lobbying effort than a charitable or research oriented organization, and that is something they should be very concerned about.

February 16, 2012 9:27 pm

KR,
What is your opinion on the 501c(3) tax-exempt status of Media Matters, which meets weekly in the White House to coordinate strategy in attacking Obama’s political ‘enemies’, and strategizes regarding the Obama reelection campaign?
See, I just want to know if you’re sincere, or a hypocrite.

old44
February 16, 2012 9:50 pm

Point 3. One of the first questions I asked Joe Bast of Heartland when I saw this printed then scanned document was “do you not shred your trash”? His response was, “there’s no need, all the communications are done electronically by email”.
As Harry Who would say “that present two possibility” either there is a mole inside Heartland or their computers have been hacked.

John another
February 16, 2012 10:25 pm

Anthony, I am quite serious when I say that it is paramount that someone gives rational response to Yahoo. You ignore their traffic at your own peril. They are preceded by Facebook and Google alone in traffic. If you want your message to be heard, try there. But for now they are trashing you to no end while you absorb an audience of microscopic numbers.

John another
February 16, 2012 10:53 pm

Antnee re
Simply respond on Yahoo comments with clear,concise,accurate responses. There is an entire world waiting. Yahoo filters, yes, but for the time being they do allow most responses. For a subject of an article to give their side would simply be unique. I implore you and all other rational beings to avail yourselves of the third most prolific portal of information at your fingertips. Let us see what happens. Mind you they are not all that bright, they are a product of the current American curriculum, but damn they are the majority and they are (hell help us) our future.
REPLY: WHAT Yahoo comments, where? Not a URL mind reader here. – Anthony

JJ
February 16, 2012 11:45 pm

Also check the Heartland page on wikipedia:
“On February 14, 2012, a leak on the internet revealed internal documents from The Heartland Institute. The documents showed that the institute planned to provide climate sceptical materials to teachers in the USA to promote their ideas to school children. Furthermore, it can also be read, that climate sceptics were being paid by The Heartland Institute, namely the founder of the Center for the Study of Carbon Dioxide and Global Change Craig Idso ($11,600 per month), physicist Fred Singer ($5,000 plus expenses per month), geologist Robert Carter ($1,667 per month) and a single pledge of $90,000 to meteorologist Anthony Watts, all of whom are denying the data about man-made global warming. All the original documents can be viewed online.”
Funny how the fraud and fakery isnt mentioned when wiki links to DeSmog for “All the original documents”.

John another
February 16, 2012 11:59 pm

never mind…………………………………………………………………………….

JJ
February 17, 2012 12:32 am

KR says:
Regarding tax status:
* The “Operation Angry Badger” indicates involvement in politics, namely the Wisconsin recall efforts – HI may have to release the pamphlets they have produced to document whether this effort was or was not partisan. (http://www.nolo.com/legal-encyclopedia/limits-political-campaigning-501c3-nonprofits-29982.html)

501(c)(3) organizations are not prohibited from “involvement in politics”. To the contrary, that is one of the more common activities undertaken by 501(c)(3) groups. They can do issue advocacy to their hearts content. They can advocate for specific legislation. They can do voter registration and voter education. They just can’t campaign for candidates. Don’t know about this pamphlet issue, but one wonders how pamphlets that have not been released, whatever they contain, could be considered a violation of anything.
* The “Government Relations” budget is a significant part of their budget, and is arguably lobbying – a violation of ‘charitable’ status. From IRS form 13903, Tax-Exempt Organization Complaint (Referral) Form (http://www.irs.gov/pub/irs-pdf/f13909.pdf), there are checkboxes for “Organization is involved in a political campaign and Organization is engaged in excessive lobbying activities“
501(c)(3) organizations are not prohibited from all lobbying activities, and not all “Government Relations” work would necessarily be lobbying. At any rate, the Government Relations buget is reported on Form 990. That is a public document. Heartland posts it on its website. No theft necessary.

Mark
February 17, 2012 12:39 am

Over in the comments at Lucia’s, Mosher is posting some fascinating analysis of unusual words and odd punctuation habits in the faked document having a strong correlation to the same unusual words and similarly odd punctuation habits in the recent writing of a certain AGW activist, who coincidentally happens to be mentioned positively in that document, is based on the west coast, is linked to Forbes, has had recent blog battles with a Heartland staffer, is known to have special dislike for both Judith Curry and Andy Revkin, and last month joined the board of NCSE, an organization recently expanding its mission to include ‘defending’ global warming instruction in schools against perceived ‘oil-industry funded’ attacks.
No smoking gun yet but very interesting circumstantial evidence. Crowd sourced investigation into the intriguing hypothesis continues…

John another
February 17, 2012 12:58 am

sorry Anthony I thought you were aware.
Yea Yahoos been on our case for almost a decade, but then it’s kinda hard to argue with someone who can’t distinguish between then or than, their or there and a multitude of others that even appear in headlines and advertisements, Yea, stupid is the new smart but maybe, just maybe, if you show them what those color bands in the Grand Canyon really, really mean there may be some hope.

John another
February 17, 2012 1:25 am

Ant re Yahoo
At your convenience, why is Yahoo taboo? No time constraints, no communication constraint, email or inline, I understand.
REPLY: No taboo, you just seem incapable of communicating a URL to back up what you are saying. I can’t respond to what you don’t show me. – Anthony

Eric (skeptic)
February 17, 2012 2:30 am

KR said “However, I am certainly not a tax expert; I’m just noting what I’ve seen discussed so far. HI may be entirely in the clear. But the budget as released certainly looks much more like a lobbying effort than a charitable or research oriented organization, and that is something they should be very concerned about.”
The IRS says “If any of the activities (whether or not substantial) of your organization consist of participating in, or intervening in, any political campaign on behalf of (or in opposition to) any candidate for public office, your organization will not qualify for tax-exempt status under section 501(c)(3).”
KR, why should we believe your concern about HI, and not about 501c3 actors like http://www.americanprogress.org/experts/RommJoseph.html ? Joe Romm certainly seems to be campaigning against specific candidates here: http://thinkprogress.org/romm/2011/10/02/333846/west-virginia-anti-science-gubernatorial-candidates/ Why aren’t you concerned about that?

John another
February 17, 2012 2:43 am

Anthony Watts
I am not about to waste any more of your time. You are up against an order of several magnitudes of funding against you. It was just that I never see any reference to the third largest portal on the internet. And it says nothing good about you. If you are not aware of the what is being said about you on Yahoo! then I am sorry. Do you understand the traffic at Yahoo or what they say or how to deal with it?
I want more than anything in my entire existence for the scientific method to succeed in the evolution of our existence, to prevail above ignorance and superstition.
How the hell am I supposed to hang on to this precarious precipice if you don’t even know what the hell is being said to hundreds of millions of people about yourself? Whether you like it or not you are now thrust into a position to respond or not. I did not put you there, you did not put you there. But you can now respond in a plethora of manor.
All of us that care deeply for you would love to see you succeed in whatever you desire as our now useless constitution encompassed. For you to complete a surface station project that humans can actually use without the interpretation of the High Priest of Politically Correct.
I wish you well but I can see that I am not in a position to help, but you have many friends with much better eyes than I.
All my love to you and yours
John Crane

Nullius in Verba
February 17, 2012 4:15 am

John another,
OK, let’s have a look at this article you’re so excited about.
Para 1. “Leaked documents…”
This is incorrect. Much of the claimed science is not established (e.g. on feedbacks). No sceptic ever sets out to contradict science that has actually been properly established.
Para 2. Reports are that Koch contributed for work on healthcare, not climate science. And listing funders has never been more than ad hominem conspiracy theorising. Climate scientists get funding from industry. Activists for AGW action like DeSmogBlog get funding. It’s meaningless, and if it wasn’t meaningless, the AGW-alarmist campaign would be discredited itself.
Para 3. OK apart from the ad hominem reference to power companies, as if that was relevant. CRU are sponsored by power companies. The guy who officially investigated (and supposedly exonerated) the ClimateGate emails ran a windfarm company. Relevant?
Para 4. Isn’t that from the fake document?
Para 5. OK.
Para 6. Everybody already knew that, apart from the last bit which isn’t exactly true.
Para 7. Quotes from the faked document.
Para 8. OK.
Para 9. Sounds reasonable.
Para 10. That’s the synthesis report, which is the one agreed by the politicians. The scientific report has a chapter on attribution which says proving humans did it can’t be done unequivocally (so anyone who claims to must be using equivocation) and that they only consider it ‘very likely’ that ‘most’ (more than 50%) of the warming between 1950 and 2000 was anthropogenic, conditional on their models being correct. That’s a lot weaker than the statement in the synthesis. But that’s how the IPCC reports work.
Para 11. Some checks have been done, yes. And of course in many cases the models are found to disagree with reality. It is argued that these differences don’t matter, but they’re there.
Para 12. This is fair enough. There are misleading statements on both sides on this issue. It’s true that natural flows are much bigger than manmade ones. It’s true that this doesn’t necessarily mean man is not the cause of the changed level. Although the science is a good deal more complicated and poorly understood than people generally think.
Para 13. This statement is ridiculous. Everybody has always known that organisations like Heartland campaign on the issue. But they’ve also said that they have relatively little funding, they’re not orchestrating any huge movement, and the vast majority are entirely unfunded and doing it for the love of science and technology. These documents prove the first (and the document doing so was already public).
Para 14. And the article closes by repeating the ad hominem conspiracy claim. If every time you mentioned the climate scientists at CRU, you also had to list all their industrial sponsors, this might be a little fairer. If you mentioned that the DeSmogBlog website being linked was a well-funded PR operation run by the PR agency Hoggan Associates, who do exactly what Heartland do, get funded and hand out funding to writers and campaigners in just the same way, it might have a bit less impact, yes?
All in all, just another routine rubbish warmist article to go with the millions of others. Nobody has the time to respond to every one individually. I only did this one for fun.

jaymam
February 17, 2012 4:41 am

[SNIP: You may be correct, but WUWT is not going to be speculating like this. -REP]

Keith
February 17, 2012 6:17 am

Maybe the memo wasn’t written by an institute of the Heartland, but by an institute of the Pacific, judging by the timestamp. [SNIP: Please, no speculation of this sort. -REP]

Keith
February 17, 2012 7:34 am

By the way, am I the only person who thought that Joe Bast was just a familiar name for Joe Bastardi?

Todd
February 17, 2012 8:59 am

JournoFraud Seth Borenstein has now jumped the shark, and is reporting from the faked document, verbatim.
[Moderator’s Note: Links are always helpful in cases like this. -REP]

Todd
February 17, 2012 9:20 am

http://hosted.ap.org/dynamic/stories/U/US_SCI_THINK_TANK_LEAKS?SITE=AP&SECTION=HOME&TEMPLATE=DEFAULT&CTIME=2012-02-16-18-23-36
By SETH BORENSTEIN
AP Science Writer
WASHINGTON (AP) — Leaked documents from a prominent conservative think tank show how it sought to teach schoolchildren skepticism about global warming and planned other behind-the-scenes tactics using millions of dollars in donations from big corporate names….
[REPLY: Thank you. -REP]

Todd
February 17, 2012 9:28 am

So much fail in that article
“A 2010 study in the Proceedings of the National Academy of Sciences surveyed more than 1,300 most cited and published climate scientists and found that 97 percent of them said climate change was a man-made problem.”
That statement is just an out and out, Jayson Blair like, fraud.
“Scientifically there is no controversy.”
And who does our fearless JournoLister get to make that statement?
“said Harry Lambright, a Syracuse University public policy professor”
Uh huh.
“An environmental advocacy group, Forecast the Facts, on Thursday started a petition and social media campaign”
I guess we shouldn’t look to JournoFraud Seth Borenstein to give the same anal exam to this “new” group that he just gave to Heartland, should we?

David Jones
February 17, 2012 10:26 am

Richard111 says:
February 16, 2012 at 12:03 am
“I really, really would like to see the Guardian humbled.”
For me they are second behind the BBC.