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.

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David Jones
February 17, 2012 10:49 am

Gary Mount says:
February 16, 2012 at 12:45 am
Sandy on February 16, 2012 at 12:24 am said:
James Delingpole will almost certainly run with this. Supports his Watermelons book too.
Should be most entertaining.
————
Prepare for a shock, he’s endorsing Obama instead :
http://blogs.telegraph.co.uk/news/jamesdelingpole/100137740/why-im-rooting-for-barack-obama/
I can see where he is coming from. None of the current crop of GOP canndidates exactly inspires great confidence.

David Jones
February 17, 2012 11:27 am

A physicist says:
February 16, 2012 at 3:00 am
“Abandoning the rational analysis of sobering scientific findings, and focusing instead on politics-first “gotchas”, is just plain foolish, plain wrong, and a plain dereliction of duty,…”
However, the Climategate emails showed that the “warmist” so-called scientists were not solely discussing “sobering scientific findings” but ways they could “hide the decline,” how they could cherrypick which data series they would use, how they could “advance the cause,” how they could control (subvert) the “peer review” process and have fired the journal editors who did not play their game.
Just remind me where Heartland Institute has been doing any of that here.

JasonR
February 17, 2012 12:06 pm

Clearly this document is a creation of climate-deniers to embarrass their opponents by showing how gullible they are. Very clever.

KR
February 17, 2012 12:14 pm

Regarding their tax-exempt status, Heartland may well be in the clear. After some research, I found that while the IRS will come done on those who they feel have violated the laws, the laws themselves are _extremely_ vague. Unless HI is _specifically_ endorsing a candidate, they shouldn’t be in violation.
That holds for Media Matters and other organizations, too. The laws are just not terribly specific.

That said, the documents that aren’t in question (budget, fundraising, etc) are really quite fascinating. I had not previously realized that the NIPCC reports were a product paid for by the Heartland Institute, or how much money they direct to SEPP.

Not Sanguine
February 17, 2012 12:33 pm

The blog articles I have seen insinuate that tens of thousands or hundreds of thousands of dollars have been donated to skeptical organizations or individuals, in some cases to challenge anthropogenic global warming dogmas in public education. Critics really should round the figure up to seven digits and compare it to the money fuelling the fully-institutionalized CAGW machine.
I have some personal knowledge of that machine: my nephew, who is a private school science teacher, recently was awarded a full-tuition, two-year grant to study the causes and effects of manmade global warming in a graduate level geology program (probably worth $30,000 a year). If the preceding sounds like a tautology, one may begin to see why I call this movement an institutionalized “machine”. My niece (the geologist’s sister), a middle school educator, recently returned from Japan where she collaboratively developed Asian-American middle school curricula on the threats of global warming – funding provided by a Fulbright Scholarship (possibly worth $20,000). The university in question, and the Fulbright Foundation – need I say it? – do not fund skeptical science investigations, nor do they promulgate skeptical inquiry into CAGW in the public schools. It is canon. I love my niece and nephew, but I take no joy from their accomplishments, since they will unfortunately perpetuate a warped view of what science is, and how it should be taught and encouraged with easy money. They showcase the critical need for people who will question their assumptions.
Hundreds of universities and dozens of other foundations are making similar grants routinely, many of which are simply carrying out their mandates from the government. That source of money is most certainly in the billions, and it is given with few stipulations other than a pledge of loyalty to the “cause”, as Phil Jones and Michael Mann liked to call their movement.
So… the latest meme of the catastrophists is that their counterparts in the skeptical community have received some money – tens, or maybe hundreds of thousands of dollars. Considering the positive contribution of the skeptics – preserving trillions of dollars (more) from being wasted in chasing the CO2 chimera around the globe, and enhancing the science of true climate study and record-keeping – such reports are laughable. The main “capital” fuelling skeptics’ is a stubborn love of the truth and indignation at its perversion. It is interesting how many people believe that governments should be transparent, and that public data should be made public. It is truly astonishing how tenaciously some of these people have pursued that ideal. Journalists such as Suzanne Goldenberg of “The Guardian” have not yet tumbled to this.
Ms. Goldenberg’s charge of skeptical funding is ludicrous and ironic. The money, and its corrupting influences have been almost exclusively on the side of the warmists; the real surprise is that proper science is being done without it by people want to know the truth. That instinct, perhaps, can yet be exploited to our benefit, and for the future of science. Meanwhile, funds in the real world are indeed part of the picture, and would help to sponsor legitimate fields of skeptical inquiry. But money alone will not save us from a wasted generation of students, notwithstanding the efforts of skeptics.
When history examines what the skeptics did to bring down the global warming edifice, the only reference to their funding will be in acknowledgement of how little it really was.

Bart
February 17, 2012 1:07 pm

KR says:
February 17, 2012 at 12:14 pm
“I had not previously realized that the NIPCC reports were a product paid for by the Heartland Institute, or how much money they direct to SEPP.”
How dastardly of them to hide that information in plain view.

KR
February 17, 2012 1:36 pm

Bart – I’ve read various chapters of the NIPCC reports, but have never had the full document in hand. Individual chapters don’t include that information.

February 17, 2012 2:03 pm

KR – if they did you’d complain why it weren’t written on every page

KR
February 17, 2012 2:56 pm

Maurizio – I wasn’t complaining, just noting that I hadn’t dug into the funding sources for the NIPCC prior to this.
I will note that I was more interested in the science presented, and evaluating the evidence, at the time.

1DandyTroll
February 17, 2012 3:23 pm

another says:
February 16, 2012 at 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.”
“Yahoo earned $296 million in Q4 2011, down 5% from $312m a year earlier, this is just the latest in four years of disappointing financial results, which has seen the company hire its fourth chief executive in five years to try and stem its poor performance.” by Georgina Enzer at ITP January 25, 2012.
Yahoo has pretty much always been irrational since they’ve always been trailing everybody else financially, hence they’re always struggling to catch up which is probably why a Yahoo search for heartland and anti-climate turns up a canadian telly show and the religious fundamentalist site of bickmore before any sort of yahoo news. 😉

Sue
February 17, 2012 5:15 pm

I am not able to research much, so I hope you don’t mind my asking about an odd detail.
In Megan McArdle’s Update regarding the Koch press release, she includes a screenshot from the “fundraising document”. The chart includes a line referring to Koch Foundation which has five columns which show “$0”, “$25,000”, “$200,000”, “800%” and “HCN”, in that order. According to the Foundation, they have only given $25,000 in 2011 and had not given previously and had no intention of giving more, and that was for Health Care Research, hence presumably the “HCN” designation. Ms. McArdle notes the “HCN” coding in her commentary.
But where did the “$200,000” and “800%” and those particular columns come from? Given that the Foundation states that they did not give the “$200,000” cited in the “fake document”, it doesn’t make sense for those two columns to exist. I am sorry that I can’t access the “document” myself to see what the headers are. But if they only gave $25,000 in 2011, clearly the “$200,000” number can’t represent the 2011 donation as reportedly falsely stated in the “fake document”. So where did the number come from? Is the percentage column perhaps there to emphasize the “return” as a donor and an “increase” from $25,000 to “$200,000”?
Can someone tell if those two columns may have been falsified in some fashion? If they have, then it would appear that even the “apparently authenticated documents” are highly questionable and may have suffered manipulation to falsify other information as well.

Pelicanman
February 17, 2012 11:27 pm

Steve S says:
February 16, 2012 at 5:43 am
Once upon a time, old What’s His Name over at Littlegreenfootballs would have been all over an obvious fake like this. Sadly, he’s gone full CO2, and is quoting the forgery as if it were gospel. There will never be another ‘throbbing’ memo from that guy.

Good. Climate realists and uncorrupted scientists don’t need to be associated with the racist warmongers at that absurd site.

Glenn
February 19, 2012 2:41 am

Sue says:
February 17, 2012 at 5:15 pm
“In Megan McArdle’s Update…
But where did the “$200,000″ and “800%” and those particular columns come from?”
From the “2012 Fundraising Plan” “Table 8 Anticipated Gifts,,,”
The column header for the “$200,000” is “2012 Projected” and the “800%” is “2012 as % of 2011”.
Point is the so called “Climate Strategy” doc stated that Koch was a $200,000 donor in 2011, specifically for “climate projects” to address “interests” that are “threatened by climate policies”.
Koch did not donate that amount, the other docs do not show that they did. Apparently Koch has donated in the past and was thinking about donating that amount in 2012, to healthcare, not climate projects.
HTH

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