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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February 16, 2012 7:35 am

From the comments at Bishop Hill:
http://bishophill.squarespace.com/blog/2012/2/15/heartland-says-key-memo-was-fake.html?currentPage=4#comments
——————
Curiously, the XMP toolkit used to generate the fake pdf was:
“Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26 ”
The XMP toolkit used to create one of the elements of desmog-fracking-the-future.pdf was:
“Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26 ”
I am not drawing any conclusions about this, just pointing out the coincidence.
———————–
I have no idea if that means anything, or is even factually correct, just worth bringing to WUWT attention?

Bernd
February 16, 2012 7:38 am

I’m reminded of an experiment on another blog where a Turing test was set up: atheists and Christians were asked to write two pieces, one honest and one fake, explaining their viewpoint. Readers were asked to guess which pieces were true/fake atheists/Christians. The most interesting ones were the failures, where someone just wasn’t able to understand the opposing side’s viewpoint.
This little episode here looks like a failed Turing test: a warmist writing a piece pretending to be a skeptic, clearly exposing his skewed view of how skeptics think.

Viv Evans
February 16, 2012 7:39 am

Ian Woolley says, February 16, 2012 at 5:40 am:
Perhaps analysis of the rejected first draft might help? http://dl.dropbox.com/u/22815239/RejectedDraftHIMemo.pdf
——————————————————————————————
Thanks – that shows the mindset of the fabricators to a ‘T’.
The last sentences of the last paragraph are especially illuminating – they could grace any warmist activist paper!

David
February 16, 2012 7:42 am

Bill says:
February 16, 2012 at 6:31 am
a physicist
—————————————
Bill, all f this and more has been presented to “A phycist” before. He does not engage, instead, troll like, he just repeats this tired false analogy equivacating the two as if they were the same, hoping to misinform some reader who does not read all the posts.

More Soylent Green!
February 16, 2012 7:43 am

This is payback for the Climate Gate leaks. Since they didn’t have real documents like in Climate Gate, they had to fake it.
It’s pity the media ignored the real docs and pounced upon the fakes.
BTW: Did Dan Rather recently changes jobs?
~More Soylent Green!

Eric (skeptic)
February 16, 2012 7:43 am

Curiously, the XMP toolkit used to generate the fake pdf was:
“Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26 ”
The XMP toolkit used to create one of the elements of desmog-fracking-the-future.pdf was:
“Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26 ”
============================================================
Those don’t match. The fake Heartland scan was created with EPSON scan using that version of AdobeXMP DLL but the desmogblog document was created with Adobe InDesign CS5 (7.0.3) using that version of AdobeXMP DLL. Two different products.

Jeff Alberts
February 16, 2012 7:45 am

CodeTech says:
February 16, 2012 at 12:32 am
It’s as authentic as the document purporting to show G. W. Bush shirked his Vietnam Viet Nam obligations,

Fixed it for you, free of charge. 😉

February 16, 2012 7:45 am

A good guess would be that this document was composed by an activist nitwit on advice by his nagging vegan girlfriend and between sessions with the bong. No one who’s been connected in any way to a board of any kind, or has ever held a job in an office (or a job, period) would write such a silly memo.
And, hey, where’re our visiting warmista-propagandista muppets, the strident meisters of pseudoscience, the Green cartel apologistas? Time for some comedic interludes. Connolley? YO, CONNOLLEY!!!

Paul A Peterson
February 16, 2012 7:47 am

1. A physicist posted:
It seems to me that a primary duty of scientist and skeptic alike — a duty that we owe most especially to our children and grandchildren, who will inherit the planet that we are creating — is to provide the strongest skeptical analysis in regard to the strongest scientific theories and observations.
That is why focusing weak skeptical “gotchas” on weak “not even wrong” science amounts to a dereliction of duty to future generations. And basing weak “gotchas” on illegally obtained, out-of-context, dubious-provenance documents is just plain disgraceful.
No matter who does it, stolen-document “gotchas” are just plain wrong. Everyone should appreciate the harm that comes from this practice, condemn it absolutely, and foreswear it utterly, both scientist and skeptic alike.
It is mighty dismaying (to me) that of many hundreds of WUWT posts on the Climate Gate/HeartlandGate affairs, not even one other WUWT poster has agreed with this common-sense principle.
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, no matter whether that “gotcha” focus comes from climate-change believers or from climate-change skeptics.
Thanks for your interesting post. The original seemed too biased to deserve a response.
I will try a little reflective listening and see what I get from your message.
Is the first sentence your statement ‘scientist and skeptic alike’ is a very poor concept. It implies that skeptics are never scientist and that AWG supporters either are all scientists or don’t count. The false perception that the first sentence gives is quite offensive to me.
I strongly agree with your point about the need for strong skeptical analysis. This point has been made my so many on this sight. However, applying this only to the ‘strongest theories and observations’ would be foolish. On old statement ‘the devil is in the details’ applies.
Your point on taking care of the future is important. However, from my perspective taking care of the present is also critical. Radical destruction of the present is not a good way to take care of the future. Great care and extreme skepticism must be applied to anyone who suggests destruction of the present is wise. The reverend Jim Jones mentality is still healthy in some.
In your second paragraph you seem only critical of the ‘skeptical’ side. It reads as if you are blind to the possibility that the CAGW side could ever get anything wrong. That is logically invalid and almost religious in perspective.
I would rewrite it as follows:
That is why focusing on “gotchas” or weak “not even wrong” science amounts to a dereliction of duty. The failure to acknowledge valid points on either side of the argument changes the focus from science to ego and religion. It is critical to take a careful look at the arguments and counter argument of both sides. When either side argues from a non-scientific perspective (ignoring facts, making personal attacks, insults, misinformation and outrageous overstatements) that side discredits itself. Is spite of such foolishness it is important that we maintain our focus on the facts and the scientific data. Our duty is to get at the truth. Our intelligence is wasted if we cannot accept new or different truths when we find them. It is equally wasted if we blindly accept claims from whatever source without making our best attempt to determine its validity.
Basing “gotchas” on out-of-context, dubious-provenance documents is just plain disgraceful.
Your next paragraph also disturbs me. Of course this is critical of the climate gate e-mails and identifies them as ‘stolen’ a common but unproven warmest assumption. I agree that the release of these documents does not appear to be proper in that the unethical failure of CRU to release this public information was overcome by unauthorized release from a person unknown. However as I understand the law these documents are public information and should have been released by CRU without resistance. As public information is not inappropriate for the public to review and discuss them. It has always been wrong to take the comments out of context and to fail to request clarification on sensitive issues from the originator. Regarding the ‘stolen’ Hartford documents and the fraudulently prepared document included in the release the same concepts apply. That information which belongs in the public domain is fair game. But, the private information should be ignored and the fraudulent document discredits not only the originator of this fraud, but anyone who made any comment in support of its contents.
I have no problem with the remaining points which seem balanced and condemn inappropriate acts on both sides of this issue. Thanks for that.
Thindad

theduke
February 16, 2012 7:49 am

It’s telling that the warmists had to forge documents and FOIA did not.
Gives some perspective on the seriousness of this wholly manufactured “scandal.”

February 16, 2012 7:56 am

Thanks Anthony, excellent detective work!
Isn’t it a pity that Global Warming (of any kind) stopped in 1998?
Agriculture in high latitudes would suffer most.
Please don’t take away my global warming!

Jimbo
February 16, 2012 8:18 am

TerryS says:
February 16, 2012 at 6:07 am
Curiously, the XMP toolkit used to generate the fake pdf was:
“Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26 ”
The XMP toolkit used to create one of the elements of desmog-fracking-the-future.pdf was:
“Adobe XMP Core 5.2-c001 63.139439, 2010/09/27-13:37:26 ”
I am not drawing any conclusions about this, just pointing out the coincidence.

Nothing to see here move along. ;>)

Russ R
February 16, 2012 8:25 am

There are a two specific details that would be extremely helpful in reconstructing the timeline:
1. At what time was the email sent from the Heartland staff member to the individual posing as a board member?
2. At what time did the anonymous “Heartland Insider” email out the documents to DeSmog and the other recipients?
Does anybody have these details yet?

Gary Mount
February 16, 2012 8:30 am

O.k. now Delingpole has an article related to this :
http://blogs.telegraph.co.uk/news/jamesdelingpole/100137840/fakegate/

February 16, 2012 8:32 am

The Protocols of the Elders of Climate Change
Some things never change.

Joe
February 16, 2012 8:35 am

The irony hear is that when the dust has settled, and the court cases are all done, the folks who posted these documents in such great haste, and without confirming with the source, will end up being the biggest financial contributors to the Heartland Institute in 2012.
Some of the perpetrators will disappear (see ya desmogblog) because they can’t afford the penalties, but others have deep pockets.

Hugh K
February 16, 2012 8:36 am

The silver lining – Heartland Institute is now on the International map….watch their fundraising numbers soar. Heartland should name their next fundraiser after the forger.

KR
February 16, 2012 8:40 am

If the strategy document is a fake, rather than something a Heartland staffer scanned to give to whoever appears to have impersonated a board member, it’s a clumsy mistake on the leakers’ part. The rest of the documents are more than enough to bring the Heartland Institute’s non-profit charitable organization status into question, and adding a fake to the mix has the potential of hugely diluting the impact.
If Heartland were to release the email they sent to the phisher, they could (a) clearly demonstrate whether this particular document is a fake, and (b) show whether any of the other documents are modified – although the numbers in the various docs appear to match up with other sources and external confirmation, such as from Anthony, Carter, Wojicks, etc. They could also show it to the police, as part of any legal investigation into the leak.
I’m a bit surprised they haven’t done so already.

JamesD
February 16, 2012 8:41 am

Brian H sums it up well. If you have had any dealings with a Board, this memo becomes an obvious fake after a few sentences. A “Confidential Memo” which contains a sentence that say he “proposes” to keep this confidential. A total laugher. If you believe this fake after that sentence, you are hopeless.
Another detail is the discussion on the K-12 program. In the memo it looks like this is the first time the board is hearing about it. It talks about “considering”. In the budget, it looks like a lot of work has been done, even mentioning a website. Point being, the wording is off. And why have a confidential memo about a project that clearly has been ongoing, as in received previous board approval?
And as the defenders of the validity of “The Protocals of the Elders of Heartland Institute” like to point out, all the info in the memo is available in the other documents. So tell me again why a director would consider this confidential information, available only to a subset of the board, which as Brian H says, basically starts a big sh*t storm with the other board members when they find out. Again, what part of this memo has Confidential Information in it? None.

JamesD
February 16, 2012 8:49 am

Eric wrote: “Those don’t match. The fake Heartland scan was created with EPSON scan using that version of AdobeXMP DLL but the desmogblog document was created with Adobe InDesign CS5 (7.0.3) using that version of AdobeXMP DLL. Two different products.”
The DLLs are a match. It could be a coincidence, but it needs to be investigated.

Jimbo
February 16, 2012 8:51 am

I see that over at Richard Black’s page the highest rated comment fill up the first page of comment. All of it! Each on lambasting Black on his journalistic ethics and double standards or pointing the huge discrepancy in funding, many backing Watts.
I’m checking out page 2 and it has got off to a good start, first 3 comments pro Hartland and Watts. Bring out the popcorn. ;O)
http://www.bbc.co.uk/news/science-environment-17048991

RockyRoad
February 16, 2012 8:52 am

Mike Bromley the Canucklehead says:
February 16, 2012 at 5:15 am

R. Gates? Your analysis? Don’t have one? My, My.

Exactly! I was expecting half a dozen posts from R. screaming this was a “theft” but all I got was complete and total silence.
How fitting.

Archonix
February 16, 2012 8:57 am

JJ says:
February 16, 2012 at 6:42 am

They were all made using word processing software (Word Perfect, suprisingly)

Word Perfect is favoured by the legal profession for a whole host of reasons but, suffice to say, if it was written in WP, it was probably written by a lawyer or someone trained as a legal secretary. That makes the “memo” even more laughable. No lawyer would write like that, no lawyer would approve anything like that and if such a memo had been circulated without being passed through the legal department, whoever wrote it would be fired. Instantly. No protests.

Luther Wu
February 16, 2012 8:59 am

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.
_______________________________
At this time, here’s Charles Johnson’s most recent take on the matter:
_______________________________________
28 Charles Johnson Wed, Feb 15, 2012 2:32:16pm
…”However, don’t assume that Heartland is telling the truth about how this happened, apart from it being emailed. I don’t see any reason to trust their “impersonation” story. They’re almost certainly lying when they claim that one of the docs is a fake.”
________________________________
While Johnson’s blog initially attracted a large following of truth- seekers and libertarian types, it is now perhaps, more famous for censorship, both subtle and overt, of those not adhering to the screed.
——————————————————
“Come writers and critics
Who prophesize with your pen
Keep your eyes wide
The chance won’t come again
Don’t speak too soon
For the wheel’s still in spin
And there’s no tellin’ who
That it’s namin’
from: Bob Dylan-The Times They Are A-Changin’

Jimbo
February 16, 2012 9:04 am

From one of the commenter on Richard Black’s column:

174. scientist_sceptic
Richard, I have news for you – you are fighting a guerrilla war which you cannot win. Your side is extremely well funded, connected to the very top, armed with the latest tech in propaganda. One thing missing – Truth.

And the reason for the effectiveness of sceptics is that propaganda is expensive, truth is cheap. You can’t fool all of the people all of the time.
http://www.bbc.co.uk/news/science-environment-17048991

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