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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kramer
February 16, 2012 12:08 pm

The very possible faked document reminds me of the scheme where Dan Rather touted some fake documents on CBS news (or something like this…)

1DandyTroll
February 16, 2012 12:13 pm

The first clue to it being fake ought to have been seen in the fact that the smog hippies started whooping and throwing their crap, prematurely as usual, against the wind.
It paints a hilariously nasty picture though. Butt naked hippie standing in the wind, covered all in crap, with an extra sticky hand going: That’ll show ’em! O_o

AJB
February 16, 2012 12:20 pm

For posterity. All IDs are Version 4 (pseudo random) UUIDs and therefore do not contain MAC address information. But it may be worth Hartland checking the instance IDs of the files Emailed out.
2012 Climate Strategy.pdf
Document ID: 0d826409-6a19-411c-ae09-b5f400186c5
Instance ID: 692440ef-d85e-4cec-afef-742d339ece7
Board Meeting Package January 17_0.pdf
Document ID: 85ce398a-a426-4d5b-8fa3-350fd6cd49d
Instance ID: 8e6d740c-c071-43b1-b410-f5ca7251b23
Board Directory 01-18-12_0.pdf
Document ID: 00a238ed-cb00-4ad1-bea9-ede3bc09308
Instance ID: 3f30da0e-f56d-47b6-afb6-c50547f3c31
2 Agenda for January 17 Meeting_0.pdf
Document ID: 2b221201-69f5-41a5-9998-004d5825e9a
Instance ID: 5b269c0f-0331-451d-a8ea-d0c4b44bb91
Binder 1.pdf
Document ID: e80b437b-df32-4841-ac42-509347e32c4
Instance ID: e8a33bac-3fab-4030-9d39-77c32f97b4e
(1-15-2012) 2012 Heartland Budget.pdf
Document ID: b206664b-abab-4e2e-a2b8-368e729112c
Instance ID: 849f5ab3-0b54-453c-8f11-8d879653a02
(1-15-2012) 2012 Fundraising Plan_0.pdf
Document ID: 7f023130-ee81-4f05-aa90-fc2e64d15b6
Instance ID: 09e87271-6ce7-47bd-be0d-ae42594ecaf
2010_IRS_Form_990.pdf
Document ID: bce2a27a-1d5a-4c6b-87e0-45f8938c95e
Instance ID: 44003c4d-21b2-4cac-921b-715592a5a55

jeef
February 16, 2012 1:07 pm

Where was Connolley on the day in question?!
[REPLY: Remarks like this are unfounded innuendo. Please refrain. -REP]

Charles.U.Farley
February 16, 2012 1:18 pm

William M. Connolley says:
February 16, 2012 at 10:04 am
> charge that skeptics are “anti-science.”
Heartland certainly are; they are trying to mislead people into thinking that net natural fluxes of CO2 are greater than human fluxes.
——————————————
You shouldnt venture here willy ma boy, the truth isnt something youll like the taste of.
Hows the wiki project going btw…..

Scottish Sceptic
February 16, 2012 1:23 pm

Who is this Billy Connolly that everyone keeps mentioning?
Surely not the Billy connolly?
[REPLY: No, you’re thinking of a different one. This is The CONNOLLEY. -REP]

Andy W
February 16, 2012 1:54 pm

Tried to post a comment at Joe Joltin’ Romm’s blog warning them that the document is probably a fake and others might have been altered. I also attempted to demonstrate the massive disparity between pro-AGW funding and Heartland funding.
Needless to say, my comment was deleted by the mods.
So, having traded emails with Joe in the past, I decided to email the following to Joe directly. I hope he replies:
“Hey Joe,
It’s been a while since we exchanged emails. I wanted to get in touch again as I’m finding it nigh on impossible to post a comment on your site without it being moderated out.
For instance, I tried to post the following on your article about the Heartland documents. Perhaps you’d like to read it yourself and pass comment:
“I think you should be rather careful. Joe is right to be skeptical of at least some of these documents, as it turns out that one of the documents is a fake, and others may have been altered.
One thing you have to admit about Climategate is that none of it was faked or altered.
What some of the (allegedly) true documents show is how little funding is given to skeptics/deniers/call them what you want, when you compare it to how much money is piled into the AGW side of the debate (I hope the links work okay):
Carbon Trading: In 2009 the global market for carbon credits was $144B (I kid you not) http://www.carbonflow.com/en/careers/senior-java-grails-engineers
Exxon: paid more than 20 times as much for a single renewables research project than it did to skeptics http://www.nytimes.com/gwire/2009/07/14/14greenwire-exxon-sinks-600m-into-algae-based-biofuels-in-33562.html
Since 1990, Dr Jones and CRU have endowments of at least 22.6 million. This includes money from organisations attempting to make money from ‘renewables’, such as the Carbon Trust, the Northern Energy Initiative, and the Energy Saving Trust http://www.americanthinker.com/2009/11/cru_files_betray_climate_alarm.html
Greenpeace: total income of 58 million euros in 2010 http://www.greenpeace.org/international/Global/international/publications/greenpeace/2011/GPI_Annual_Report_2010.pdf
The US govt is spending millions of dollars a day on global warming ‘research’. http://dailybail.com/home/4-billion-for-global-warming-research-in-2011-budget.html
As you can see, I haven’t been rude and I’ve just tried to provide what I believe are reasonably solid facts.
Why won’t you let my comments through? Surely you should allow at least a few comments through from the skeptic side of the debate, because if you don’t your blog will just turn into an echo-chamber of AGWers telling each other how wonderful they are.
Are you afraid of debate?
Regards,
Andy Wilkins”

page488
February 16, 2012 1:54 pm

Is anybody really surprised?

Henry Phipps
February 16, 2012 2:23 pm

Mike Bromley the Canucklehead says:
February 16, 2012 at 5:15 am
R. Gates? Your analysis? Don’t have one? My, My.
Right, Mike.
Too bad. I like R.Gates. I have a soft spot in my heart for R.Gates, due to an elder moment my wife and I experienced. Since new info is slow at this very moment, I’m going to try to sneak a folksy homily past the vigilance of the moderators.
My wife (whose name for several decades has been Grammy) saw “the cutest puppy” which she wanted, and she wanted to name it R.Gates. I saw that yappy dog, an irritating little son-of-a-b*tch for sure, but it’s not in her character to think this way. I managed to talk her out of the purchase, so the puppy is peeing on someone else’s carpet now. I couldn’t help but ask about the name. She pointed out the black patch of fur surrounding one of the puppy’s eyes, like a furry buccaneer. You see, all the time I have been reading her what Anthony’s commentors have been writing, she just sits and does her needlepoint, listening. She wanted to name the dog after the guy pretending to be a pirate. She thought I was saying “Arrrgh!Gates”.
[REPLY: OK. Cute story. Moderator approval…. but the rest of you lot, keep the gratuitous Gates-crashing to a minimum. Please. -REP]

Jerry
February 16, 2012 2:25 pm

[snip – accusation of another individual without evidence, we are well aware though – Anthony]

February 16, 2012 2:52 pm

Jimbo says: February 16, 2012 at 8:51 am
I see that over at Richard Black’s page…

ha Jimbo, when I clicked your link, I first thought it was Michael Mann / Gavin Schmidt looking at me. Wait……….. it’s not ManBearPig, it’s MannBlackSmith.
Ah, that explains everything.

Jer0me
February 16, 2012 2:53 pm

Alexander L. says:
February 16, 2012 at 12:47 am

Heartland Institute Budget for 2013.
Volunteer Donations: 2.1 million.
Fund-Raising Donations: 3.7 million.
Payments from news outlets after winning in courts: 92.4 million.

Best comment yet on the affair!

Craig Loehle
February 16, 2012 3:01 pm

Re Heartland’s 501(c)(3) status. A public interest group can publicize their point of view all they want, hold conferences, write books, send out newsletters. They can not support particular candidates. Heartland does not violate this rule. Interestingly, many 501(c)(3) groups on the left DO violate this rule, but are never called out on it.

Alcheson
February 16, 2012 3:15 pm

A Physicist says: ” …. both scientist and skeptic alike.”
Funny you should say it that way…. why didn’t you instead say “…both true- CAGW believer and scientist alike”? Are you implying that scientists cannot be skeptics… or perhaps insinuating that you believe that 97-98% of scientists believe in CAGW and therefore there are no scientists skeptical of CAGW?

Cold
February 16, 2012 3:17 pm

Hi Anthony,
I have a question with the PDF image you used.
How do you get to there to view properties of a PDF file?
Thank you.

jaymam
February 16, 2012 3:39 pm

JJ says:
February 16, 2012 at 10:35 am
“Someone scanned a page, and then added invisible text on top of it.”
No, this is what a scan of a document will do. The actual image with its poor quality fonts is held as a picture in one layer, and the scan software attempts to convert the image to text, and holds that text in a separate layer, in order to facilitate searching and copying of text. That has been done rather successfully. I can find only the two convert-to-text errors; they are as follows:
“Our climate work is attractive to flinders,” (should be “funders”)
“AVe have also pledged to help raise” (should be “We have”)
Can somebody try opening the PDF in Photoshop and look at the layers? My old version of Photoshop says the file has errors.

Keith
February 16, 2012 4:03 pm

It’s another 10:10:10, isn’t it?
Sniggering PR simpletons unable to recognise the Periodic Table if it slapped them in the face, think it awfully amusing to paint those evil deniers as actually being exactly like the warmist cognitive dissonance-created caricature. “See, here’s proof that they’re all anti-science, progress-hating zealots funded by Big Oil!”.
Problem being, they know that little about The Enemy, the caricature bears so little resemblance to reality, that their fakery is exposed within hours. Still, the SkS devotees and their ilk, unable to look beyond the initial straw man, won’t even acknowledge the debunking of the exposé. To the true believers, this confirms everything they always knew, so they need never listen to anything that may ever lead them to doubt their faith.
This is the kind of bull**** game that certain warmists play, knowing it works with a sizeable proportion of the populace. The useful idiots will pipe the message and the disinterested will be vaguely aware of MSM reports that all climate scepticism is bought-and-paid-for political chicanery.
It takes an ever-more-concerted effort to demonstrate that there’s a series of principled, scientific arguments as to why CO2-fuelled CAGW is bunkum and that a number of climate-impacting factors are either underplayed, ignored or just don’t even appear on the radar of government-funded climate science.

Keith
February 16, 2012 4:17 pm

Jimbo says:
February 16, 2012 at 11:23 am
William M. Connolley says:
February 16, 2012 at 10:04 am
> charge that skeptics are “anti-science.”
Heartland certainly are; they are trying to mislead people into thinking that net natural fluxes of CO2 are greater than human fluxes.
References?

Wikipedia 😉

JJ
February 16, 2012 4:26 pm

A physicist posted:
It seems to me that a primary duty of scientist and skeptic alike —

It is telling that you see these as mutually exclusive categories, rather than as occupation and prerequisite qualification. Or avocation and aptitude.

A. Scott
February 16, 2012 4:40 pm

A recap so far:

A. Scott says:
February 16, 2012 at 1:46 am
Keith Kloor claims to have been forwarded the original email accompanying the documents from the “insider/leaker”:
He posts the wording from that “cover” email:

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.
What is MOST interesting is what they recommend be checked out – the “fundraising and budget documents, the information about donors, and compare to the 2010 990 tax form”

What seems MUCH more interesting is what it does the it does not say, or should I say reference.

What is missing is any mention by the emailer of the “Strategy” document – which is the KEY document in the bunch … yet he says nothing about it.
Then comes the crowd sourced forensic evidence coming out
1. The extensive and detailed “style” commentary of those like Megan McCardle
2. The detailed document data, including, PDF version difference from other PDF’s, and the scanner time zone coding:

Berényi Péter says:
February 16, 2012 at 3:00 am
Here is full meta info for file “2012 Climate Strategy.pdf” as given by *N*X utility pdfinfo, version 0.12.4. The only major difference compared to Anthony’s analysis is it says PDF version was 1.4 (instead of 1.5). I reckon a plaintext command line utility is more reliable in this respect, than any fancy GUI thingy.
However, we also have some more shards of info there. First we may notice time zone of “EPSON Scan” was “-08:00″, which is PST (Pacific Standard Time). From this we can guess the jurisdiction. We also know, that “Monday, February 13, 2012, 12:41:52 PM” is actually 2012-02-13 04:41:52 UTC (unixtime 1329108112). The file was posted on desmogblog at 2012-02-14 05:14:22 UTC.

3. The “location” info for all of the deSmog blog participants being on the West Coast and in the Pacific time zone:

Glenn says:
February 16, 2012 at 1:27 am
Desmogblog.com and boys all hang in Vancouver – Pacific Standard Time.
John Lefebvre, Richard Littlemore, James Hoggan
Brendan DeMelle lives in Seattle
One of their close buds, John Mashey, lives in California.

4. The PDF creator info comparing the Strategy document with another unrelated document created by deSmog blog and finding an exact match:

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.

5. Perhaps the best/closest to the “smoking gun” – Megan McCardles discovery that the Koch contribution to Heartland was SPECIFICALLY for Health Care not CLIMATE – as clearly shown in the evidence

Update: Koch says that their contribution was for health care, not global warming …And indeed, when you look at the fundraising document, the coding next to Koch’s donation is “HCN” which certainly seems to be their health care code–other donors with that code include Bayer, Amgen, EliLilly, and GlaxoSmithKline ….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.

6.The “unique identifier” meta info – which may yield further clues:

Berényi Péter says:
February 16, 2012 at 3:00 am
Here is full meta info for file “2012 Climate Strategy.pdf” as given by *N*X utility pdfinfo, version 0.12.4.
The other thing is uuid‘s (universally unique identifiers) found in meta info, which are supposed to be universally unique after all. I am talking about these codes:
DocumentID: 0d826409-6a19-411c-ae09-b5f400186c52
InstanceID: 692440ef-d85e-4cec-afef-742d339ece7b

A. Scott
February 16, 2012 4:42 pm

I think Delingpole has come up with the perfect moniker for this – “FakerGate” …
I propose WUWT does NOT keep this confidential, and all here adopt this as the official name for this debacle and use it everywhere 😉

HankH
February 16, 2012 5:25 pm

Brian H says:
February 16, 2012 at 6:18 am
The smoking gun: “I propose that at this point it be kept confidential and only be distributed to a subset of Institute Board and senior staff.”
… To the contrary, it was almost certainly crafted by someone who has never served or interacted with a Board of Directors.

I completely agree with Brian. This memo was clearly written by someone who purposefully intends to set up an incendiary situation, a huge mistake that anyone with professional etiquette would not risk.
I have several huge red flag issues with this memo. The first echoes what Brian states because it is so glaring. When writing a memo to the Board, one absolutely does not exclude any board member and have the arrogance to state so in writing. The legal ramifications for doing so are enormous. The act is even more egregious when the memo is also directed to senior staff, which is unusual because senior staff are not necessarily the Officers.
Whoever wrote the memo doesn’t seem to understand an Institution’s organization, doesn’t realize the insult created, and ignorantly believes staff and Board members don’t talk with each other. The author intends that the reader believe that every member of the Board wouldn’t have the business sense to demand proper conduct of business. I find that impossible to believe given my experience serving on Non Profit and For Profit Boards. Boards exist to ensure proper conduct of business by virtue of their business experience and almost always include non-Institute members from the business community for unbiased balance. No Board would allow such grievous conduct.
The memo is in the form of a poorly written narrative that is telling the Board what the Institute’s strategies are going to be. This is bass ackwards. The Board counsels on the Institution’s strategies and makes recommendations to its Officers (not senior staff). The Board would already know this information so there is no good reason why the information would be relayed to the board as a confidential disclosure unless the Board is routinely kept in the dark and exists only to play golf. Besides, a Board member already understands that he/she is legally bound to keep all information before the Board strictly confidential. The author doesn’t seem to know this. It appears the so-called confidentiality of the document is for dramatic punctuation and show.
The statement “… and only be distributed to a subset of Institute Board and senior staff.” is very problematic. It should say “to a subset of [Members of the] Institute[‘s] Board [of Directors] and Senior staff. This person is illiterate and hardly someone who would be communicating strategic information to the Board.
The memo lacks proper structure. There’s no salutation and, from my perspective, crass beyond believability. Headers, numbering, indentation, proper paragraph breaks, bullets, and standard business conventions are all absent giving evidence that this person is ignorant about communicating this type of information at a management level.
The author directs the reader to other documents without proper reference as to what details the reader is supposed to understand. There’s no context whatsoever to the direction other than to draw attention to other documents for no stated purpose. Plus, in the logical flow of the memo, it’s out of place giving the appearance that the author didn’t have the time to assemble his/her thoughts coherently.
Seriously, if someone sent me a memo like this, I would be immediately on the phone asking what idiot wrote it and why do they feel it appropriate to blindside Board members over seemingly mundane matters that would normally fall under a Board’s counsel?
This memo is clearly a fake.

February 16, 2012 6:06 pm

It has emerged overnight (my time) that Joseph Blast has claimed that he referred the matter to police in a letter seeking funding. If he referred the matter to police while believing no crime had been committed,he himself would have committed a crime. If he falsely claimed to have referred matter to police in a document seeking funding, he has committed fraud. Therefore the reasonable assumption is that he does have reason to think a crime was committed, and that therefore the Heartland Institute was the victim of a phishing scam. From that it follows with high probability from currently available evidence that the “strategy document” is indeed a fake, and that the other documents (excluding the 990 form) where obtained by criminal activity.
Please further note that my reasoning in the last paragraph of my previous post was faulty. In particular, although I did not realize it at the time, the 990 form has been publicly available on the net since shortly after its submission to the IRS. There is, therefore, no evidence to my knowledge that this is in any way the work of somebody associated with the Heartland Institute.
In passing I will note that JJ’s reasoning above is entirely spurious, but given new evidence that is hardly consequential.

Neil Jordan
February 16, 2012 6:33 pm

A few commenters have noted the parallels between the HI memo and the G.W. Bush documents. The following web site provides information on some of the forensic work that concluded that the Bush documents were fakes.
http://site.xavier.edu/polt/typewriters/bush.html

Eric (skeptic)
February 16, 2012 6:50 pm

Thanks for posting that here Tom. Here’s a link describing what Politico knows at this point: http://www.politico.com/news/stories/0212/73002.html We’ll see where it ends up.