Wednesday, October 28, 2026

FACT FOCUS: Kennedy’s claim that Arabs ‘don’t produce science’ meets a Nobel Prize reality check By FATIMA HUSSEIN

 

Health and Human Services Secretary Robert F. Kennedy Jr.'s broad assertions about Arab contributions to humanity’s scientific and literary discoveries at a Republican campaign event in Grand Rapids, Michigan, have drawn criticism just days before midterm elections.

“There’s 500 million Arabs in the world and yet they don’t produce science,” Kennedy said on the campaign trail Monday. “They don’t win the Nobel Prize. They don’t win the Fields Prize. They don’t win the Wolf Prize. They don’t produce literature.”

The health secretary’s comments — widely condemned overnight by critics as untrue and racially biased — were made while campaigning in a state with a large Arab American population.

An HHS representative did not immediately respond to an Associated Press request for comment.

Arab refers to an ethnic and linguistic identification, while Muslim refers to a religious identity. So while Arabs can be Muslim, Christian, Jewish or of another faith, the vast majority of Muslims worldwide are not Arab.

Here’s a closer look at Kennedy’s comments.

 

Arabs have won the Nobel Prize

__Egyptian law scholar Mohamed El Baradei, a diplomat and vice-president of Egypt, won the Nobel Peace Prize in 2005 alongside the International Atomic Energy Agency. Baradei and the IAEA, which he previously chaired, were awarded for their efforts to prevent nuclear energy from being used for military purposes.

__Tawakkol Karman, a Yemeni journalist, politician, and human rights activist, was a co-recipient of the 2011 Nobel Peace Prize, becoming the first Yemeni and the first Arab woman to win the award. 

 Ahmed Zewail, an Egyptian-American scientist, was awarded the 1999 Nobel Prize in Chemistry for his work on femtochemistry.

__Egyptian writer Naguib Mahfouz won the Nobel Prize in Literature in 1988.

__Jordanian-born Omar M. Yaghi was one of three chemists awarded the Nobel Prize in 2025, and won the 2018 Wolf Prize in Chemistry. 

 _Sir Michael Atiyah, of Lebanese descent, was a Fields medalist in 1966.

__Yasser Arafat, the former head of the Palestine Liberation Organization, was awarded the Nobel Peace Prize in 1994, together with former Israeli Prime Ministers Shimon Peres and Yitzhak Rabin “for their efforts to achieve peace in the Middle East.” Arafat died in 2004.

__Former Egyptian President Anwar al-Sadat was a co-recipient of the Nobel Prize with then-Israeli Prime Minister Menachem Begin in 1978 after they signed the Camp David Accords, which ended Israel’s occupation of the Sinai Peninsula

 

The background of his comments

Kennedy made the comments while campaigning for Michigan Republican Senate candidate Mike Rogers, who has accused his opponent, Democrat Abdul El-Sayed, of having ties to the Muslim Brotherhood, an Islamist organization.

El-Sayed, who has disavowed the group, has also been accused by President Donald Trump of being a Muslim Brotherhood member. Trump has also made racist comments about El-Sayed.

“Mike Rogers was talking about the Muslim Brotherhood. That’s something I can talk about,” Kennedy said. Kennedy argued that the world’s 500 million Arabs have not contributed to science or the humanities due to the influence of the Muslim Brotherhood, after he cited Islamic civilization’s contributions to literature in the 13th century.

“All that tradition has been destroyed by the Muslim Brotherhood,” Kennedy said. The U.S. has labeled several Middle Eastern branches of the Muslim Brotherhood as terrorist organizations. “They’ve created stagnant societies that do one, two things: hatred and war and victimization,” Kennedy said.

The Muslim Brotherhood was founded in Egypt in 1928 but was banned after Brotherhood-backed President Mohamed Morsi was ousted in 2013. Jordan announced a sweeping ban on the organization last year. Saudi Arabia, the United Arab Emirates and Bahrain designated the organization as a terrorist group in 2014. 

 

What critics are saying

Protect Our Care president Brad Woodhouse said in a statement that “this wasn’t the first time RFK Jr has trafficked in racism, but it may be his ugliest episode yet.” Woodhouse was referring to Kennedy’s comments on the “High Level Conversations” podcast in 2024, where he implied that Black children with ADHD and on medication should be “re-parented.”

Dr. Peter Hotez, founding dean of the National School of Tropical Medicine at Baylor and Texas Children’s Hospital, posted on social media Monday evening that his former colleague, Nobel Prize winner Zewail, would disagree with Kennedy.

“God rest his soul he didn’t have to endure this, and of course RFK Jr forgets that it was the Arab scientists of the Middle Ages who kept Aristotle, Hippocrates, Galen alive to hand it down in the Renaissance.”

Kennedy is slated to serve as a special guest at the “Make Iowa Healthy Again Rally” in Des Moines on Wednesday.

Tuesday, October 27, 2026

This Oil Company Is Linked to 1,000 Pollution Incidents and Other Violations. Oklahoma Never Punished It. by Nick Bowlin

 

In June 2023, staff at an Oklahoma regulatory agency were fed up. The state isn’t known for cracking down on oil and gas companies for polluting the environment, but for over a year, the staff had been building a case to punish Citation Oil & Gas, one of the nation’s largest privately owned oil companies. 

About 30 miles north of the Texas border, toxic wastewater was gushing from the ground outside the small city of Ardmore. In the mile-wide oil field known as the Bayou, an oily sheen glistened on creeks and long streaks of salt scarred the land. The so-called purges, bubbling up among stands of oak and walnut trees, also threatened drinking water sources, drawing attention from the Environmental Protection Agency, according to a federal report.

State investigators pinned the blame on Citation’s injection wells, which pump wastewater from oil production back underground at high pressures and volumes in order to produce more oil. But this injection came with risks. 

Days earlier, the agency had asked Citation to cut injection pressures in half. The company refused, prompting staff at the oil division of the Oklahoma Corporation Commission, the state’s oil and gas regulator, to recommend an official punishment through the agency’s court system.

“This will be an important case to get some of these purges stopped and particularly concerning Citation’s operations,” Danny Ray, an agency manager at the time, emailed his colleagues.

He restated the urgency three days later in an email to oil division leaders and Citation officials: “We consider this an emergency situation that needs to be addressed promptly.”

 

To stop the flow of wastewater, the agency temporarily shut down the Bayou’s 22 injection wells — all but three of which were owned by Citation — kicking off a yearlong fight over the terms under which injection could restart. 

Under state rules, companies must not pollute, and oil and gas regulators at the Corporation Commission can revoke injection permits and issue fines to those that violate regulations. 

But agency leadership ultimately did not follow staff guidance to punish Citation through the commission’s administrative law court. Instead, in April 2024, state officials, including the oil division’s then-Director Robyn Strickland, would allow Citation to restart injection at higher-than-recommended pressures. 

 

Agency leaders’ reluctance to punish Citation reflects a longstanding pattern of Oklahoma regulators letting oil companies contaminate drinking water, farmland and people’s homes with scant consequences, The Frontier and ProPublica have found in a yearlong investigation. 

In fact the commission has no record of ever fining or completing an enforcement case against Citation, the company named more than any other in the agency’s database of pollution reports and other rule violations, listed more than 1,000 times over the past decade. That’s hundreds more incidents than any other operator, including comparably sized companies. In recent years, purges linked to Citation include some of Oklahoma’s longest, most damaging oil field pollution events.

Current and former employees at the Oklahoma Corporation Commission describe top agency officials as wary of going after habitual violators like Citation. Citation has become Oklahoma’s second-largest well owner after taking over collections of aging, low-producing wells from oil giants that have largely left the state for more lucrative oil fields in Texas and elsewhere; the company acquired its Bayou wells in 2010. Regulators treat Citation gently, current and former agency employees say, because the company holds onto aging wells that are worth little — wells that could easily become a financial liability for the state if Citation were to sell or walk away from them. 

A spokesperson for the Oklahoma Corporation Commission declined to answer questions about the regulatory agency’s handling of Citation’s record, noting the possibility of future enforcement actions or litigation involving the company. 

“The OCC Oil and Gas Conservation Division must remain mindful of its regulatory and adjudicatory responsibilities and avoid making public statements that could potentially affect future proceedings or legal considerations,” spokesperson Jack Damrill said in an email. 

Strickland has since left the agency for a job as chief projects officer for the Interstate Oil and Gas Compact Commission, a quasi-governmental organization that often advocates for industry interests. She did not respond to requests for comment.

A Citation executive declined to comment in response to written questions. 

Regulators in other jurisdictions have at times come down hard on Citation, which owns wells in 11 other states. In 2017, the company settled with the U.S. Department of Justice for $2.25 million over allegations of underpaid royalties from drilling on federal land in Wyoming, though the settlement did not rule that the company was liable in the case. And in 2025, Utah reached a $700,000 settlement with the company after a crude oil and wastewater spill. Texas and Colorado have also fined Citation in recent years for violations. 

“Citation has been the thorn in my side for a long time,” said a current manager at the Oklahoma agency who spoke on the condition of anonymity to protect their job. “They just operate however they want. They’ve had major pollution issues, and you can’t really touch them.”

 

Preparing a Case for Punishment

In November 2023, five months into the wells’ shutdown, Citation was getting antsy. Its officials had repeatedly demanded permission to restart their wells and had even challenged the state through the commission’s court to prove the connection between the Bayou purges and its operations. Regulators and company officials packed into a small conference room in the Oklahoma Corporation Commission’s Oklahoma City headquarters to discuss how that might happen. More than a dozen others joined via video. 

On the state’s side, a team of consultants took the lead, displaying a report with evidence that tied Citation’s injection to the wastewater that gushed to the surface in the Bayou. The state had hired the environmental engineering firm Halff earlier that year on a $550,000 contract to investigate the fast-growing number of oil field wastewater eruptions around Oklahoma. The consultants and agency staff presented a unified front in identifying the problem: Citation’s nearly two dozen Bayou injection wells were operating at unsafely high pressures, according to a video recording of the meeting obtained by The Frontier and ProPublica. Over the years, the injected wastewater had shattered underground rock layers, allowing the toxic fluid to spread uncontrollably. 

“You definitely have overpressurization,” Carolyn May, Halff’s director of environmental remediation, told Citation officials as she presented her team’s calculations, which were based on well records, field data collected by agency staff and a standard set by the federal government. “It’s allowing that rock to fracture.”

 

The consultants were meant to serve as independent experts to mediate any disagreements within the agency over what to do about the wastewater eruptions, according to current and former commission officials.

In the meeting, May and agency staffers ticked off a number of problems with Citation’s wells that regulators had overlooked for years. Not only had they allowed the company to inject wastewater at excessive pressures, regulators had also given out more than a dozen exemptions to testing and well-construction standards that endangered groundwater. Several wells had checkered compliance records; agency documents noted that one had been in “perpetual violation” of its permit for “nine years running,” injecting tens of millions of gallons of wastewater beyond the legal limit. 

Citation’s active wells weren’t the only issue, they said. Nearby were dozens of abandoned, unplugged wells that offered the pressurized wastewater open pathways to reach shallow freshwater sources and the surface. May singled out a handful of those wells that especially troubled her team, and oil division deputy director Mike McGinnis suggested that Citation permanently plug them.

May noted that imaging below the surface by agency staff showed a distinct plume of highly polluted wastewater rising from deep underground, where injection took place. This posed a threat to the freshwater sources beneath the Bayou, she said — water that some residents rely on for drinking and cooking. “That’s our primary concern here.” 

The consultants were not alone in this fear. Earlier in 2023, the Environmental Protection Agency had warned of “potential endangerment to underground sources of drinking water” in the Bayou from oil field injection. Groundwater tests taken near the purge sites showed evidence of oil field wastewater pollution, including high levels of salt, bromide and the carcinogen benzene, which exceeded the EPA drinking water standard by five times.

For its part, Citation came to the meeting armed with a very different argument: the pollution was caused by a combination of historic oil drilling and recent rainfall — not by the company. 

It was a claim the company had repeatedly made, especially in the months since the agency had shut down its wells. To bolster its case, the company’s consultants had produced a series of detailed reports citing the area’s history of oil production, along with Citation’s own water testing data. Oil drilling began in the Bayou in the 1920s, a time of lawless extraction, and for decades, companies would simply dump their wastewater into large, unlined pits, allowing the fluid to seep into the ground. Old pollution that saturated the land was being flushed to the surface by rainfall, the reports argued. Each one concluded that there was no link between Citation’s injection and the Bayou pollution. 

At the meeting with regulators, company representatives reiterated these arguments. Jeff Lewis, a Citation engineering manager, assured the agency that the company’s data indicated that its wells were not behind the Bayou purges and that it could safely inject at pressures higher than Halff had recommended. He proposed that the company restart injection on its deeper wells because they were separated by layers of rock from the abandoned wells that Halff identified as likely pathways for the wastewater to surface. 

Agency staff did not buy this. In prior internal meetings and emails, staff and consultants had criticized Citation’s water sampling practices as biased in favor of the company’s conclusion that rainfall was causing old pollution to resurface. There was no question that old pollution covered the Bayou, but in recent purges, wastewater had pushed to the surface in significant volumes, covering creek beds in layers of snow-white salt. Old pollution would not be this forceful, according to internal documents written by agency staff.

 

“A purge is created by pressure and is not due to old pits,” Ray, the agency manager, wrote in a memo distributed months earlier within the oil division that urged agency leaders not to allow Citation to restart injection.

May, the agency’s consultant, echoed these rebuttals during the meeting and said the state’s evidence pointed to an injection problem. She concluded her presentation with a warning: Citation must change its injection practices in the Bayou. 

“If y’all want to start injecting again,” she told company representatives, “I think we’re going to have to look at those pressures and the volumes very carefully.”

The meeting ended without a resolution.

 

“They Wore Us Out”

Over the next four months, Citation and state regulators would continue to debate the terms of restarting the Bayou. Neither side budged. By the time they gathered for another face-off in March 2024, oil division leaders appeared weary of fighting.

May and the Halff geologists from the consulting firm began by again insisting that Citation substantially reduce pressures in order to be allowed to restart a handful of wells. But even as they presented their case, Citation representatives including Lewis, the engineer, and Bob Redweik, a company vice president, repeatedly spoke over them. After more than two hours of disagreement, Redweik and Citation’s attorney ended the meeting abruptly. “We’re not going anywhere,” Redweik said.  

Several top oil division officials attended, including Strickland, McGinnis and commission attorney Tyler Trout. They remained largely silent throughout. 

The next week, Trout tried to end the impasse by passing along a memo from Citation. 

“In an effort to reach an agreement and move this situation forward,” Trout wrote to top oil division officials and May, “would we consider meeting Citation in the middle as far as recommended injection pressures are concerned?” 

May stood firm. “From Halff’s standpoint, our recommendations aren’t going to change,” she responded, adding that it would ultimately be up to agency leaders. 

In early April, the agency went with a compromise, approving a plan to bring seven of Citation’s 19 Bayou injection wells back online. The company would be able to inject at pressures higher than Halff had recommended, though less than Citation had requested.

Current and former employees say that the decision to restart injection came from the top of the oil division, including Strickland and McGinnis, among others — bypassing staff who objected to the plan. Like Strickland, McGinnis did not respond to requests for comment.

 

“They wore us out,” said an agency manager who spoke on the condition of anonymity to protect their job. 

Before injection restarted, three oil division officials chosen by Strickland conducted a walkthrough of the Bayou with Halff and Citation, according to an email from Strickland. The rest of the division was left in the dark. That same day, a pollution abatement manager noted in an email to the commission’s general counsel that agency critics of the plan had not been invited.

Around the time agency leaders allowed Citation to restart injection in the Bayou, staff were drafting an extensive contempt case against the company for rule violations in other parts of the state, according to public records obtained by The Frontier and ProPublica. Field staff and consultants were still turning up considerable problems related to Citation’s injection, including excessive pressures at the sites of destructive eruptions of wastewater. The staff complaint called for the agency to issue fines and to terminate well permits. But oil division leaders never signed the paperwork for the case. 

There was ongoing trouble in the Bayou as well. Weeks after Citation restarted injection, field staff discovered a “severely contaminated” private water well nearby that had been polluted by oil field waste. Testing showed high levels of salt as well as the “highest levels of bromide that we have ever sampled,” according to internal emails, referring to another chemical constituent of oil and gas waste that poses a public health risk. (The landowners declined to comment because of an ongoing lawsuit against Citation, but according to court records, they do not drink from the well. The company, which has fought the family’s claims, says in a court filing that it has spent hundreds of thousands of dollars addressing the pollution on their land as part of a plan approved by the commission.) 

By the end of 2024, oil division leaders had allowed six more Citation wells back online, bringing the total to 13. And the next spring, the agency closed the Bayou investigation, along with several others related to Citation, without taking further action.

Collection of New Complaints

In the year and a half since the Bayou case closed, several of the oil division staff who had pushed agency leaders to punish Citation have left the agency, as have a handful of senior leaders. Staffers told The Frontier and ProPublica they grew frustrated with the agency’s unwillingness to crack down on repeat corporate offenders that agency staff had spent months — at times, years — investigating.

Tracy Case, an attorney for the oil and gas division, admitted as much at a national conference for oil regulators in Oklahoma City in May. “I’ve been there 11 years doing this and we’ve never pursued what we call our ‘bad actors,’” she said, according to a recording of a meeting obtained by the news outlets. She explained that the oil division is extremely short-staffed while dealing with hundreds of potential enforcement cases at any one time. An agency spokesperson declined to comment on behalf of Case. 

Less than a third of the roughly 750 enforcement cases filed by the oil division in the agency’s administrative law courts since 2023 have resulted in punishment so far, according to a review by The Frontier and ProPublica. The average fine given out by the agency was about $1,700. The most common punishment was a $500 fine, combined with using company insurance money to plug unused wells.  

Neither the Oklahoma Corporation Commission nor Halff responded to questions about whether the consulting firm still has a role at the state agency.

At the Bayou, nearly all of Citation’s wastewater injection wells are back on, many operating at pressures beyond Halff’s recommendations. And industry data indicates that Citation has ramped up oil production to pre-shutdown levels even as evidence of new purges continues to emerge. In September, fresh layers of salt — residue of the wastewater — covered the dirt near yellowish puddles of standing water. Nearby, streaks of oil shone on the ground. The preceding weeks had been hot and dry, with hardly any rain. 

 

In early October, an agency field staffer requested that Citation install a specialized well in the Bayou to pump out polluted groundwater, according to a report in the agency’s incident database. 

A slew of new pollution complaints against Citation have continued to appear in that state database, including more than 60 spills and leaks at well sites over the past year. Among the complaints were three purges that blew out in southern Oklahoma over the last three months. All those investigations remain active, according to state records.  

Another ongoing complaint against Citation originated about 10 miles east of the Bayou, where a rancher named Mike Faulkner noticed an unusual amount of salt water gurgling to the surface and flowing down a creek on his land in April. Nearby, dozens of Citation wells pump wastewater underground.

 

In response, Citation once again blamed the pollution on old drilling practices, according to an email from one of the company’s engineers to the Oklahoma Corporation Commission.

Nevertheless, the agency told the company to temporarily shut down some of its nearby injection wells, and, according to Faulkner, the purge on his land dried up for the first time in years. 

“That tells me that they know the why and the how of that saltwater purging,” he said in July. 

The agency also instructed Citation to install monitoring wells to test for pollution and to build a pit with a rock dam on Faulkner’s land to catch the polluted water, along with a fence to keep the cattle out.

 

But in the months since, the agency has given Citation multiple extensions on the deadline to build the dam and the fencing. In September, Faulkner learned that the agency granted Citation yet another extension — until December, seven months after his initial pollution report. 

As of October, he said, the wells where the state had asked Citation to pause operations are injecting — at reduced pressure. 

Faulkner said he is fed up with Citation’s yearslong pattern of degrading his pastures. But he blames state officials for their unwillingness to rein in the company. 

“They’re like a spoiled kid,” he said. “They’ve just gotten away with it for a long time.”

Trump merchandise stores are closing: 'He has peaked' by Frank Langfitt

 

BENSALEM, Pa. — When the Trump merchandise store here announced it was closing earlier this year, Wes Alker, a Trump superfan and retired auto mechanic, came by for some nostalgia and the going-out-of-business deals. They included everything from "Trump Won" caps for $9.99 to Trump pool floats for $19.99.

Trump stores first emerged during the 2016 campaign. But with the president now in his second and final term, store owners say there isn't as much to fire up the consumer fan base and sales have softened.

At least four stores have closed this year. The MAGA Mall, a big online retailer and wholesaler, reports sales of MAGA gear are down 30% compared to a presidential election year when Trump is on the ballot.

 "He's no longer a viable business model for entrepreneurs because he has peaked," said Alker, who wore a gray T-shirt with a photo of former President Joe Biden and former Vice President Kamala Harris which read, "Dumb and Dumber."

 

Trump's lame duck status isn't the only drag on demand. When the Bensalem store closed — it still maintains an online presence — Trump's average approval rating had already fallen from 50% when he took office to 44%.

Nine months later, when Bill Hays shut down his Trump super store outside of Knoxville, Tennessee, the president's approval rating had fallen 5 more points

 

Hays said unpopular policies — such as DOGE's massive government staff cuts — have had an impact. He noticed that instead of immediately putting on their new Trump gear, more buyers asked for bags.

"People were not wearing their colors, so to speak, like they did before the (2024) election," said Hays, 80.

 

When Hays opened his store in April 2024, business boomed. One day, he said, there was a line of 80 people out the door and sales hit $200,000 a month. By the time it closed in September, sales had fallen to just $20,000 a month.

"After the inauguration, I think a lot of people felt that their job was done," said Hays. "They didn't have to promote MAGA or Trump."

Hays still has a Trump store in the Tennessee tourist town of Gatlinburg. He's waiting to see how Christmas sales go before deciding its future.

Trump stores are a phenomenon. Other charismatic presidents such as Ronald Reagan and Barack Obama developed ardent followings, but didn't inspire brick-and-mortar merch outlets in red and blue states. Hays says Trump created such demand because he's a salesman — and he tells people what they want to hear.

 

Ron Solomon, president of the MAGA Mall, says there are about 20 stores that specialize in Trump merchandise still in operation.

In Myrtle Beach, Rick Kligman sells items out of two stores, but he's trying to get rid of older material, stuffing $40 worth of merchandise into a grab bag that he sells for $9.99. He's concerned about the midterms and thinks a Democratic sweep of the House and Senate could turn off the more casual Trump consumer.

"I don't want to be sitting holding thousands and thousands of dollars of Trump merchandise and absolutely no possibility of selling it," said Kligman, 69.

Given term limits and Trump's age, retailers are diversifying beyond the Trump brand and embracing more patriotic products, including hats that say "We the People."

Solomon says this is a natural progression.

Eventually, Trump will leave the national stage. Unless a family member picks up the mantle, Solomon says the Trump merchandise business "will fade away."

Saturday, October 24, 2026

The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How the Wealthiest Avoid Income Tax by Jesse Eisinger, Jeff Ernsthausen and Paul Kiel

 

ProPublica has obtained a vast cache of IRS information showing how billionaires like Jeff Bezos, Elon Musk and Warren Buffett pay little in income tax compared to their massive wealth — sometimes, even nothing.

 

In 2007, Jeff Bezos, then a multibillionaire and now the world’s richest man, did not pay a penny in federal income taxes. He achieved the feat again in 2011. In 2018, Tesla founder Elon Musk, the second-richest person in the world, also paid no federal income taxes.

Michael Bloomberg managed to do the same in recent years. Billionaire investor Carl Icahn did it twice. George Soros paid no federal income tax three years in a row.

ProPublica has obtained a vast trove of Internal Revenue Service data on the tax returns of thousands of the nation’s wealthiest people, covering more than 15 years. The data provides an unprecedented look inside the financial lives of America’s titans, including Warren Buffett, Bill Gates, Rupert Murdoch and Mark Zuckerberg. It shows not just their income and taxes, but also their investments, stock trades, gambling winnings and even the results of audits.

Taken together, it demolishes the cornerstone myth of the American tax system: that everyone pays their fair share and the richest Americans pay the most. The IRS records show that the wealthiest can — perfectly legally — pay income taxes that are only a tiny fraction of the hundreds of millions, if not billions, their fortunes grow each year.

Many Americans live paycheck to paycheck, amassing little wealth and paying the federal government a percentage of their income that rises if they earn more. In recent years, the median American household earned about $70,000 annually and paid 14% in federal taxes. The highest income tax rate, 37%, kicked in this year, for couples, on earnings above $628,300.

The confidential tax records obtained by ProPublica show that the ultrarich effectively sidestep this system.

 

America’s billionaires avail themselves of tax-avoidance strategies beyond the reach of ordinary people. Their wealth derives from the skyrocketing value of their assets, like stock and property. Those gains are not defined by U.S. laws as taxable income unless and until the billionaires sell.

To capture the financial reality of the richest Americans, ProPublica undertook an analysis that has never been done before. We compared how much in taxes the 25 richest Americans paid each year to how much Forbes estimated their wealth grew in that same time period.

We’re going to call this their true tax rate.

The results are stark. According to Forbes, those 25 people saw their worth rise a collective $401 billion from 2014 to 2018. They paid a total of $13.6 billion in federal income taxes in those five years, the IRS data shows. That’s a staggering sum, but it amounts to a true tax rate of only 3.4%.

It’s a completely different picture for middle-class Americans, for example, wage earners in their early 40s who have amassed a typical amount of wealth for people their age. From 2014 to 2018, such households saw their net worth expand by about $65,000 after taxes on average, mostly due to the rise in value of their homes. But because the vast bulk of their earnings were salaries, their tax bills were almost as much, nearly $62,000, over that five-year period.

 No one among the 25 wealthiest avoided as much tax as Buffett, the grandfatherly centibillionaire. That’s perhaps surprising, given his public stance as an advocate of higher taxes for the rich. According to Forbes, his riches rose $24.3 billion between 2014 and 2018. Over those years, the data shows, Buffett reported paying $23.7 million in taxes.

 

That works out to a true tax rate of 0.1%, or less than 10 cents for every $100 he added to his wealth.

In the coming months, ProPublica will use the IRS data we have obtained to explore in detail how the ultrawealthy avoid taxes, exploit loopholes and escape scrutiny from federal auditors.

Experts have long understood the broad outlines of how little the wealthy are taxed in the United States, and many lay people have long suspected the same thing.

But few specifics about individuals ever emerge in public. Tax information is among the most zealously guarded secrets in the federal government. ProPublica has decided to reveal individual tax information of some of the wealthiest Americans because it is only by seeing specifics that the public can understand the realities of the country’s tax system.

Consider Bezos’ 2007, one of the years he paid zero in federal income taxes. Amazon’s stock more than doubled. Bezos’ fortune leapt $3.8 billion, according to Forbes, whose wealth estimates are widely cited. How did a person enjoying that sort of wealth explosion end up paying no income tax?

 

In that year, Bezos, who filed his taxes jointly with his then-wife, MacKenzie Scott, reported a paltry (for him) $46 million in income, largely from interest and dividend payments on outside investments. He was able to offset every penny he earned with losses from side investments and various deductions, like interest expenses on debts and the vague catchall category of “other expenses.”

In 2011, a year in which his wealth held roughly steady at $18 billion, Bezos filed a tax return reporting he lost money — his income that year was more than offset by investment losses. What’s more, because, according to the tax law, he made so little, he even claimed and received a $4,000 tax credit for his children.

His tax avoidance is even more striking if you examine 2006 to 2018, a period for which ProPublica has complete data. Bezos’ wealth increased by $127 billion, according to Forbes, but he reported a total of $6.5 billion in income. The $1.4 billion he paid in personal federal taxes is a massive number — yet it amounts to a 1.1% true tax rate on the rise in his fortune.

 

The revelations provided by the IRS data come at a crucial moment. Wealth inequality has become one of the defining issues of our age. The president and Congress are considering the most ambitious tax increases in decades on those with high incomes. But the American tax conversation has been dominated by debate over incremental changes, such as whether the top tax rate should be 39.6% rather than 37%.

ProPublica’s data shows that while some wealthy Americans, such as hedge fund managers, would pay more taxes under the current Biden administration proposals, the vast majority of the top 25 would see little change.

The tax data was provided to ProPublica after we published a series of articles scrutinizing the IRS. The articles exposed how years of budget cuts have hobbled the agency’s ability to enforce the law and how the largest corporations and the rich have benefited from the IRS’ weakness. They also showed how people in poor regions are now more likely to be audited than those in affluent areas.

 

ProPublica is not disclosing how it obtained the data, which was given to us in raw form, with no conditions or conclusions. ProPublica reporters spent months processing and analyzing the material to transform it into a usable database.

We then verified the information by comparing elements of it with dozens of already public tax details (in court documents, politicians’ financial disclosures and news stories) as well as by vetting it with individuals whose tax information is contained in the trove. Every person whose tax information is described in this story was asked to comment. Those who responded, including Buffett, Bloomberg and Icahn, all said they had paid the taxes they owed.

A spokesman for Soros said in a statement: “Between 2016 and 2018 George Soros lost money on his investments, therefore he did not owe federal income taxes in those years. Mr. Soros has long supported higher taxes for wealthy Americans.” Personal and corporate representatives of Bezos declined to receive detailed questions about the matter. ProPublica attempted to reach Scott through her divorce attorney, a personal representative and family members; she did not respond. Musk responded to an initial query with a lone punctuation mark: “?” After we sent detailed questions to him, he did not reply.

One of the billionaires mentioned in this article objected, arguing that publishing personal tax information is a violation of privacy. We have concluded that the public interest in knowing this information at this pivotal moment outweighs that legitimate concern.

The consequences of allowing the most prosperous to game the tax system have been profound. Federal budgets, apart from military spending, have been constrained for decades. Roads and bridges have crumbled, social services have withered and the solvency of Social Security and Medicare is perpetually in question.

There is an even more fundamental issue than which programs get funded or not: Taxes are a kind of collective sacrifice. No one loves giving their hard-earned money to the government. But the system works only as long as it’s perceived to be fair.

Our analysis of tax data for the 25 richest Americans quantifies just how unfair the system has become

 

By the end of 2018, the 25 were worth $1.1 trillion.

For comparison, it would take 14.3 million ordinary American wage earners put together to equal that same amount of wealth.

The personal federal tax bill for the top 25 in 2018: $1.9 billion.

The bill for the wage earners: $143 billion.

 

The idea of a regular tax on income, much less on wealth, does not appear in the country’s founding documents. In fact, Article 1 of the U.S. Constitution explicitly prohibits “direct” taxes on citizens under most circumstances. This meant that for decades, the U.S. government mainly funded itself through “indirect” taxes: tariffs and levies on consumer goods like tobacco and alcohol.

With the costs of the Civil War looming, Congress imposed a national income tax in 1861. The wealthy helped force its repeal soon after the war ended. (Their pique could only have been exacerbated by the fact that the law required public disclosure. The annual income of the moguls of the day — $1.3 million for William Astor; $576,000 for Cornelius Vanderbilt — was listed in the pages of The New York Times in 1865.)

By the late 19th and early 20th century, wealth inequality was acute and the political climate was changing. The federal government began expanding, creating agencies to protect food, workers and more. It needed funding, but tariffs were pinching regular Americans more than the rich. The Supreme Court had rejected an 1894 law that would have created an income tax. So Congress moved to amend the Constitution. The 16th Amendment was ratified in 1913 and gave the government power “to lay and collect taxes on incomes, from whatever source derived.”

In the early years, the personal income tax worked as Congress intended, falling squarely on the richest. In 1918, only 15% of American families owed any tax. The top 1% paid 80% of the revenue raised, according to historian W. Elliot Brownlee.

But a question remained: What would count as income and what wouldn’t? In 1916, a woman named Myrtle Macomber received a dividend for her Standard Oil of California shares. She owed taxes, thanks to the new law. The dividend had not come in cash, however. It came in the form of an additional share for every two shares she already held. She paid the taxes and then brought a court challenge: Yes, she’d gotten a bit richer, but she hadn’t received any money. Therefore, she argued, she’d received no “income.”

Four years later, the Supreme Court agreed. In Eisner v. Macomber, the high court ruled that income derived only from proceeds. A person needed to sell an asset — stock, bond or building — and reap some money before it could be taxed.

Since then, the concept that income comes only from proceeds — when gains are “realized” — has been the bedrock of the U.S. tax system. Wages are taxed. Cash dividends are taxed. Gains from selling assets are taxed. But if a taxpayer hasn’t sold anything, there is no income and therefore no tax.

Contemporary critics of Macomber were plentiful and prescient. Cordell Hull, the congressman known as the “father” of the income tax, assailed the decision, according to scholar Marjorie Kornhauser. Hull predicted that tax avoidance would become common. The ruling opened a gaping loophole, Hull warned, allowing industrialists to build a company and borrow against the stock to pay living expenses. Anyone could “live upon the value” of their company stock “without selling it, and of course, without ever paying” tax, he said.

 Hull’s prediction would reach full flower only decades later, spurred by a series of epochal economic, legal and cultural changes that began to gather momentum in the 1970s. Antitrust enforcers increasingly accepted mergers and stopped trying to break up huge corporations. For their part, companies came to obsess over the value of their stock to the exclusion of nearly everything else. That helped give rise in the last 40 years to a series of corporate monoliths — beginning with Microsoft and Oracle in the 1980s and 1990s and continuing to Amazon, Google, Facebook and Apple today — that often have concentrated ownership, high profit margins and rich share prices. The winner-take-all economy has created modern fortunes that by some measures eclipse those of John D. Rockefeller, J.P. Morgan and Andrew Carnegie.

 

In the here and now, the ultrawealthy use an array of techniques that aren’t available to those of lesser means to get around the tax system.

Certainly, there are illegal tax evaders among them, but it turns out billionaires don’t have to evade taxes exotically and illicitly — they can avoid them routinely and legally.

Most Americans have to work to live. When they do, they get paid — and they get taxed. The federal government considers almost every dollar workers earn to be “income,” and employers take taxes directly out of their paychecks.

The Bezoses of the world have no need to be paid a salary. Bezos’ Amazon wages have long been set at the middle-class level of around $80,000 a year.

For years, there’s been something of a competition among elite founder-CEOs to go even lower. Steve Jobs took $1 in salary when he returned to Apple in the 1990s. Facebook’s Zuckerberg, Oracle’s Larry Ellison and Google’s Larry Page have all done the same.

Yet this is not the self-effacing gesture it appears to be: Wages are taxed at a high rate. The top 25 wealthiest Americans reported $158 million in wages in 2018, according to the IRS data. That’s a mere 1.1% of what they listed on their tax forms as their total reported income. The rest mostly came from dividends and the sale of stock, bonds or other investments, which are taxed at lower rates than wages.

 

As Congressman Hull envisioned long ago, the ultrawealthy typically hold fast to shares in the companies they’ve founded. Many titans of the 21st century sit on mountains of what are known as unrealized gains, the total size of which fluctuates each day as stock prices rise and fall. Of the $4.25 trillion in wealth held by U.S. billionaires, some $2.7 trillion is unrealized, according to Emmanuel Saez and Gabriel Zucman, economists at the University of California, Berkeley.

Buffett has famously held onto his stock in the company he founded, Berkshire Hathaway, the conglomerate that owns Geico, Duracell and significant stakes in American Express and Coca-Cola. That has allowed Buffett to largely avoid transforming his wealth into income. From 2015 through 2018, he reported annual income ranging from $11.6 million to $25 million. That may seem like a lot, but Buffett ranks as roughly the world’s sixth-richest person — he’s worth $110 billion as of Forbes’ estimate in May 2021. At least 14,000 U.S. taxpayers in 2015 reported higher income than him, according to IRS data.

There’s also a second strategy Buffett relies on that minimizes income, and therefore, taxes. Berkshire does not pay a dividend, the sum (a piece of the profits, in theory) that many companies pay each quarter to those who own their stock. Buffett has always argued that it is better to use that money to find investments for Berkshire that will further boost the value of shares held by him and other investors. If Berkshire had offered anywhere close to the average dividend in recent years, Buffett would have received over $1 billion in dividend income and owed hundreds of millions in taxes each year.

Many Silicon Valley and infotech companies have emulated Buffett’s model, eschewing stock dividends, at least for a time. In the 1980s and 1990s, companies like Microsoft and Oracle offered shareholders rocketing growth and profits but did not pay dividends. Google, Facebook, Amazon and Tesla do not pay dividends.

In a detailed written response, Buffett defended his practices but did not directly address ProPublica’s true tax rate calculation. “I continue to believe that the tax code should be changed substantially,” he wrote, adding that he thought “huge dynastic wealth is not desirable for our society.”

The decision not to have Berkshire pay dividends has been supported by the vast majority of his shareholders. “I can’t think of any large public company with shareholders so united in their reinvestment beliefs,” he wrote. And he pointed out that Berkshire Hathaway pays significant corporate taxes, accounting for 1.5% of total U.S. corporate taxes in 2019 and 2020.

 Buffett reiterated that he has begun giving his enormous fortune away and ultimately plans to donate 99.5% of it to charity. “I believe the money will be of more use to society if disbursed philanthropically than if it is used to slightly reduce an ever-increasing U.S. debt,” he wrote.

 

So how do megabillionaires pay their megabills while opting for $1 salaries and hanging onto their stock? According to public documents and experts, the answer for some is borrowing money — lots of it.

For regular people, borrowing money is often something done out of necessity, say for a car or a home. But for the ultrawealthy, it can be a way to access billions without producing income, and thus, income tax.

The tax math provides a clear incentive for this. If you own a company and take a huge salary, you’ll pay 37% in income tax on the bulk of it. Sell stock and you’ll pay 20% in capital gains tax — and lose some control over your company. But take out a loan, and these days you’ll pay a single-digit interest rate and no tax; since loans must be paid back, the IRS doesn’t consider them income. Banks typically require collateral, but the wealthy have plenty of that.

The vast majority of the ultrawealthy’s loans do not appear in the tax records obtained by ProPublica since they are generally not disclosed to the IRS. But occasionally, the loans are disclosed in securities filings. In 2014, for example, Oracle revealed that its CEO, Ellison, had a credit line secured by about $10 billion of his shares.

Last year Tesla reported that Musk had pledged some 92 million shares, which were worth about $57.7 billion as of May 29, 2021, as collateral for personal loans.

 

With the exception of one year when he exercised more than a billion dollars in stock options, Musk’s tax bills in no way reflect the fortune he has at his disposal. In 2015, he paid $68,000 in federal income tax. In 2017, it was $65,000, and in 2018 he paid no federal income tax. Between 2014 and 2018, he had a true tax rate of 3.27%.

The IRS records provide glimpses of other massive loans. In both 2016 and 2017, investor Carl Icahn, who ranks as the 40th-wealthiest American on the Forbes list, paid no federal income taxes despite reporting a total of $544 million in adjusted gross income (which the IRS defines as earnings minus items like student loan interest payments or alimony). Icahn had an outstanding loan of $1.2 billion with Bank of America among other loans, according to the IRS data. It was technically a mortgage because it was secured, at least in part, by Manhattan penthouse apartments and other properties.

Borrowing offers multiple benefits to Icahn: He gets huge tranches of cash to turbocharge his investment returns. Then he gets to deduct the interest from his taxes. In an interview, Icahn explained that he reports the profits and losses of his business empire on his personal taxes.

Icahn acknowledged that he is a “big borrower. I do borrow a lot of money.” Asked if he takes out loans also to lower his tax bill, Icahn said: “No, not at all. My borrowing is to win. I enjoy the competition. I enjoy winning.”

He said adjusted gross income was a misleading figure for him. After taking hundreds of millions in deductions for the interest on his loans, he registered tax losses for both years, he said. “I didn’t make money because, unfortunately for me, my interest was higher than my whole adjusted income.”

Asked whether it was appropriate that he had paid no income tax in certain years, Icahn said he was perplexed by the question. “There’s a reason it’s called income tax,” he said. “The reason is if, if you’re a poor person, a rich person, if you are Apple — if you have no income, you don’t pay taxes.” He added: “Do you think a rich person should pay taxes no matter what? I don’t think it’s germane. How can you ask me that question?”

 

Skeptics might question our analysis of how little the superrich pay in taxes. For one, they might argue that owners of companies get hit by corporate taxes. They also might counter that some billionaires cannot avoid income — and therefore taxes. And after death, the common understanding goes, there’s a final no-escape clause: the estate tax, which imposes a steep tax rate on sums over $11.7 million.

ProPublica found that none of these factors alter the fundamental picture.

Take corporate taxes. When companies pay them, economists say, these costs are passed on to the companies’ owners, workers or even consumers. Models differ, but they generally assume big stockholders shoulder the lion’s share.

Corporate taxes, however, have plummeted in recent decades in what has become a golden age of corporate tax avoidance. By sending profits abroad, companies like Google, Facebook, Microsoft and Apple have often paid little or no U.S. corporate tax.

For some of the nation’s wealthiest people, particularly Bezos and Musk, adding corporate taxes to the equation would hardly change anything at all. Other companies like Berkshire Hathaway and Walmart do pay more, which means that for people like Buffett and the Waltons, corporate tax could add significantly to their burden.

It is also true that some billionaires don’t avoid taxes by avoiding incomes. In 2018, nine of the 25 wealthiest Americans reported more than $500 million in income and three more than $1 billion.

In such cases, though, the data obtained by ProPublica shows billionaires have a palette of tax-avoidance options to offset their gains using credits, deductions (which can include charitable donations) or losses to lower or even zero out their tax bills. Some own sports teams that offer such lucrative write-offs that owners often end up paying far lower tax rates than their millionaire players. Others own commercial buildings that steadily rise in value but nevertheless can be used to throw off paper losses that offset income.

Michael Bloomberg, the 13th-richest American on the Forbes list, often reports high income because the profits of the private company he controls flow mainly to him.

 

In 2018, he reported income of $1.9 billion. When it came to his taxes, Bloomberg managed to slash his bill by using deductions made possible by tax cuts passed during the Trump administration, charitable donations of $968.3 million and credits for having paid foreign taxes. The end result was that he paid $70.7 million in income tax on that almost $2 billion in income. That amounts to just a 3.7% conventional income tax rate. Between 2014 and 2018, Bloomberg had a true tax rate of 1.30%.

In a statement, a spokesman for Bloomberg noted that as a candidate, Bloomberg had advocated for a variety of tax hikes on the wealthy. “Mike Bloomberg pays the maximum tax rate on all federal, state, local and international taxable income as prescribed by law,” the spokesman wrote. And he cited Bloomberg’s philanthropic giving, offering the calculation that “taken together, what Mike gives to charity and pays in taxes amounts to approximately 75% of his annual income.”

The statement also noted: “The release of a private citizen’s tax returns should raise real privacy concerns regardless of political affiliation or views on tax policy. In the United States no private citizen should fear the illegal release of their taxes. We intend to use all legal means at our disposal to determine which individual or government entity leaked these and ensure that they are held responsible.”

Ultimately, after decades of wealth accumulation, the estate tax is supposed to serve as a backstop, allowing authorities an opportunity to finally take a piece of giant fortunes before they pass to a new generation. But in reality, preparing for death is more like the last stage of tax avoidance for the ultrawealthy.

 

University of Southern California tax law professor Edward McCaffery has summarized the entire arc with the catchphrase “buy, borrow, die.”

The notion of dying as a tax benefit seems paradoxical. Normally when someone sells an asset, even a minute before they die, they owe 20% capital gains tax. But at death, that changes. Any capital gains till that moment are not taxed. This allows the ultrarich and their heirs to avoid paying billions in taxes. The “step-up in basis” is widely recognized by experts across the political spectrum as a flaw in the code.

Then comes the estate tax, which, at 40%, is among the highest in the federal code. This tax is supposed to give the government one last chance to get a piece of all those unrealized gains and other assets the wealthiest Americans accumulate over their lifetimes.

It’s clear, though, from aggregate IRS data, tax research and what little trickles into the public arena about estate planning of the wealthy that they can readily escape turning over almost half of the value of their estates. Many of the richest create foundations for philanthropic giving, which provide large charitable tax deductions during their lifetimes and bypass the estate tax when they die.

Wealth managers offer clients a range of opaque and complicated trusts that allow the wealthiest Americans to give large sums to their heirs without paying estate taxes. The IRS data obtained by ProPublica gives some insight into the ultrawealthy’s estate planning, showing hundreds of these trusts.

The result is that large fortunes can pass largely intact from one generation to the next. Of the 25 richest people in America today, about a quarter are heirs: three are Waltons, two are scions of the Mars candy fortune and one is the son of Estée Lauder.

 

In the past year and a half, hundreds of thousands of Americans have died from COVID-19, while millions were thrown out of work. But one of the bleakest periods in American history turned out to be one of the most lucrative for billionaires. They added $1.2 trillion to their fortunes from January 2020 to the end of April of this year, according to Forbes.

That windfall is among the many factors that have led the country to an inflection point, one that traces back to a half-century of growing wealth inequality and the financial crisis of 2008, which left many with lasting economic damage. American history is rich with such turns. There have been famous acts of tax resistance, like the Boston Tea Party, countered by less well-known efforts to have the rich pay more.

One such incident, over half a century ago, appeared as if it might spark great change. President Lyndon Johnson’s outgoing treasury secretary, Joseph Barr, shocked the nation when he revealed that 155 Americans making over $200,000 (about $1.6 million today) had paid no taxes. That group, he told the Senate, included 21 millionaires.

“We face now the possibility of a taxpayer revolt if we do not soon make major reforms in our income taxes,” Barr said. Members of Congress received more furious letters about the tax scofflaws that year than they did about the Vietnam War.

Congress did pass some reforms, but the long-term trend was a revolt in the opposite direction, which then accelerated with the election of Ronald Reagan in 1980. Since then, through a combination of political donations, lobbying, charitable giving and even direct bids for political office, the ultrawealthy have helped shape the debate about taxation in their favor.

One apparent exception: Buffett, who broke ranks with his billionaire cohort to call for higher taxes on the rich. In a famous New York Times op-ed in 2011, Buffett wrote, “My friends and I have been coddled long enough by a billionaire-friendly Congress. It’s time for our government to get serious about shared sacrifice.”

Buffett did something in that article that few Americans do: He publicly revealed how much he had paid in personal federal taxes the previous year ($6.9 million). Separately, Forbes estimated his fortune had risen $3 billion that year. Using that information, an observer could have calculated his true tax rate; it was 0.2%. But then, as now, the discussion that ensued on taxes was centered on the traditional income tax rate.

In 2011, President Barack Obama proposed legislation, known as the Buffett Rule. It would have raised income tax rates on people reporting over a million dollars a year. It didn’t pass. Even if it had, however, the Buffett Rule wouldn’t have raised Buffett’s taxes significantly. If you can avoid income, you can avoid taxes.

Today, just a few years after Republicans passed a massive tax cut that disproportionately benefited the wealthy, the country may be facing another swing of the pendulum, back toward a popular demand to raise taxes on the wealthy. In the face of growing inequality and with spending ambitions that rival those of Franklin D. Roosevelt or Johnson, the Biden administration has proposed a slate of changes. These include raising the tax rates on people making over $400,000 and bumping the top income tax rate from 37% to 39.6%, with a top rate for long-term capital gains to match that. The administration also wants to up the corporate tax rate and to increase the IRS’ budget.

Some Democrats have gone further, floating ideas that challenge the tax structure as it’s existed for the last century. Oregon Sen. Ron Wyden, the chairman of the Senate Finance Committee, has proposed taxing unrealized capital gains, a shot through the heart of Macomber. Sens. Elizabeth Warren and Bernie Sanders have proposed wealth taxes.

Aggressive new laws would likely inspire new, sophisticated avoidance techniques. A few countries, including Switzerland and Spain, have wealth taxes on a small scale. Several, most recently France, have abandoned them as unworkable. Opponents contend that they are complicated to administer, as it is hard to value assets, particularly of private companies and property.

What it would take for a fundamental overhaul of the U.S. tax system is not clear. But the IRS data obtained by ProPublica illuminates that all of these conversations have been taking place in a vacuum. Neither political leaders nor the public have ever had an accurate picture of how comprehensively the wealthiest Americans avoid paying taxes.

Buffett and his fellow billionaires have known this secret for a long time. As Buffett put it in 2011: “There’s been class warfare going on for the last 20 years, and my class has won.”

 

Tuesday, October 20, 2026

He Tried to Set Limits on His State’s School Vouchers. Billionaires Helped Bankroll a Campaign to Unseat Him. by Henry Culvyhouse,

 

Private Schools, Public Money

Inside America’s Unregulated Private School Boom

As private schools fueled by taxpayer-funded vouchers proliferate, the impacts are far reaching. States have little interest in monitoring them, and some parents are finding they won’t serve children with intensive needs.

 

A high-ranking Republican had wanted only to curb the unchecked growth of West Virginia’s voucher program, not destroy it. In the ensuing backlash, three PACs — affiliated with the Koch family and Jeffrey Yass — helped defeat him at election time.

 

On a cold February morning at West Virginia’s Capitol, children in winter jackets, holding signs and their homework, clogged the hallways outside the House Finance Committee room. Delegate Vernon Criss, the committee’s chairperson, popped outside his office, then promptly walked back in. 

Five days earlier, the Republican lawmaker had proposed to limit payouts from a voucher program that diverts public tax dollars to private education. Since then, families had shown up each morning, and with them lobbyists and organizers posting inflammatory assertions that the proposal would kill the program.

Criss didn’t want that. Five years earlier, he voted to create the Hope Scholarship program, the nation’s first educational savings account program to have no income requirements. Since then, 11 other states have passed similar legislation. 

In the first year of the Hope program in West Virginia, it cost the state $9 million. Now, as 2026 was beginning, it was set to expand, with estimates that it could cost $200 million or more a year. And Criss was concerned that unchecked growth of the program, coupled with a spree of tax cuts, could put the state budget into a tailspin. The state and its lawmakers needed “to face the music,” as Criss would later say.

On that February day in Charleston, a staffer unlocked the committee door. Parents and media filed in, taking seats along the narrow benches lining the committee room’s walls. Kids lay on the floor. A delegate asked if the Hope Scholarship bill would be discussed. When Criss said no, the parents and their kids stood up and filed out. 

Within the next few days, lawmakers would stop the effort to curtail spending on vouchers. And Criss would soon be fighting for his political life.

 

The money and organizing behind the demise of the bill, as well as the targeting of Criss, can be traced to “school choice” advocates at the local and national levels and their ability to spend huge sums to have their way.

When Republicans assumed control of the West Virginia Legislature in 2015, school choice — their preferred terminology for voucher-style programs — became a rallying point for an array of political nonprofits. Through lobbying and supporting sympathetic lawmakers, they helped establish the Hope Scholarship six years later. 

The first year, a little more than 2,300 students enrolled in the program, which was designed to permit more students over time. Today, 26,000 students are taking part, more than the enrollment in the state’s largest public school district.

West Virginia has been part of a nationwide push, partially funded by billionaire-backed political groups, to use taxpayer dollars to fund private schools.

Among the proponents of these programs are the influential Koch family network and Pennsylvania billionaire Jeffrey Yass, who has spent more than $350 million since 2015 on political campaigns, including a push for public funding for private education.

In West Virginia, Arkansas and Texas, proponents have been eager to challenge anyone who got in the way, including fellow Republicans who voiced concerns. Basic guardrails or efforts to cap spending have been met with intense resistance.

During the 2026 West Virginia primary, three political action committees spent heavily on independent advertisements, targeting 10 incumbent Republicans. They succeeded in ousting four, all of whom had disagreements with the governor; most expressed reservations about the Hope Scholarship.

Their biggest victory was unseating Criss, the long-serving incumbent and high-ranking Republican.

One of the three PACs working to defeat Criss is affiliated with the Koch family. Yass has contributed to the two others: School Freedom Fund and the Sugar Maple PAC. David McIntosh, president of School Freedom Fund and the affiliated Club for Growth, was jubilant afterward.

“These elections are a warning to Republican leaders like Vernon Criss — if you oppose school freedom, expect to be held accountable,” he wrote in a press announcement at the time.

 

Criss had been unopposed in his 2024 primary. In 2026, the three PACs spent more than $145,000 to help a 23-year-old defeat him.

Criss’ proposal to put financial limits on the Hope Scholarship program came as West Virginia public schools arrived at a dangerous crossroads. The program directs dollars away from public schools, adding to funding shortfalls created by enrollment drops.

Since 2019, 70 public schools have closed throughout the state, with the system losing more than 30,000 students. By the end of this school year, up to 20 more schools could close. 

During the same legislative session this year, when lawmakers passed emergency legislation to help one school district stay open, there was little drama — no crowds in the hallways or the galleries. 

The Rise of Hope 

In 2021, as West Virginia lawmakers worked on the bill that would create the Hope Scholarship, they got some help from the outside: a lobbyist and political operative named Jason Huffman. 

Huffman has been the director of Americans for Prosperity-West Virginia since the mid-2010s. The group is part of the larger Americans for Prosperity, which was set up by the billionaire industrialist David Koch and supported by his brother Charles, longtime donors to conservative causes. Americans for Prosperity advocates for low taxes, school choice and loosened environmental regulations throughout the country. 

In shaping the West Virginia legislation, Huffman said, one goal was to create a school voucher program that other states could model. While other states had already passed voucher-style programs, they hadn’t made them open to all residents regardless of income.

 

Among those advocating in West Virginia were members of Cardinal Institute, a homegrown conservative think tank. Founded in 2015, the group made public funding for private schooling one of its first policy planks. Over the last decade, Cardinal has received significant donations from organizations that also have received funding from Koch entities and Yass. 

To support the Hope legislation, Cardinal’s leaders distributed research, published columns in newspapers and linked up with other groups, like Americans for Prosperity and the Institute for Justice, which litigates libertarian causes, to push the issue. They also found allies in parents who wanted the financial flexibility to send their children to private schools or teach them at home or in small clusters of like-minded families. 

Katie Switzer, a mother of six, became one of Cardinal’s most reliable advocates. She had started looking into schooling options after her second child was diagnosed with a learning disability. 

“I just felt like this doesn’t feel good to send my nonverbal child to a school that you know isn’t really collaborative, and I don’t know what’s going on when she’s there because she can’t tell me when she gets home,” she said. The experience made her a proponent of alternatives to public school.

Her story appeared in some of Cardinal’s promotional copy for the bill. She sat in on a video call presentation featuring state Sen. Patrcia Rucker, a Hope Scholarship proponent. She took to Facebook to tout the program. 

And she stepped up when the Hope Scholarship was challenged in court by other parents who argued the program would undermine funding for public schools. 

Hope’s opponents in the case gained support from the state Board of Education, which argued the program siphoned money away from public schools. On the other side was the West Virginia attorney general, Patrick Morrisey, defending the law and the state.

The Institute for Justice was looking to get involved, but it needed to find somebody with standing in the case. Switzer and another parent signed up, giving the firm the ability to file motions and argue in court. The Institute for Justice has received $8.5 million from charities controlled by Yass over nearly a decade. 

The case went to the West Virginia Supreme Court, where the justices ruled 4-1 in favor of the program. 

The ruling meant the Hope program had survived. It was good timing for Morrisey. He was about to make a run for governor. When Morrisey waded into a tough four-way primary battle, the Club for Growth Action, a super PAC Yass has donated heavily to over the years, was ready to help.

“Our goal in all of this is to elect people who will be champions for school freedom, lower taxes, less regulation, so businesses can thrive,” McIntosh, the group’s president, said in an interview. 

The Club for Growth Action pumped $10.8 million into that race. Morrisey won the plurality in the Republican primary and went on to trounce his Democratic opponent in the general election. 

On a cold morning in January 2025, Morrisey stood bundled up in a black wool coat on the stairs of Capitol, its gold dome towering above him. He took the oath of office and gave his address. 

“We will expand the Hope Scholarship, putting more control in the hands of parents to choose the best educational path for their children,” he said.

 

Runaway Train

Hours before Morrisey gave his State of the State address earlier this year, the House Education Committee called a meeting to hear about a report from the Rand Corporation, a nonpartisan think tank. 

Rand called on the state to fix what was becoming abundantly clear: Education in West Virginia wasn’t just in transition; it was in crisis. 

Initially the Hope Scholarship was limited to students attending public school or children who would enter kindergarten. Participation grew over time. And as the 2026-27 school year began, the program opened to any student in West Virginia, including those who had spent their entire academic careers in private school or in homeschooling.

That translated into tens of millions of additional state dollars to private schools and homeschooling. Estimates for the 2026-27 school year ranged from $230 million to more than $300 million in the months leading up to the legislative session. The program costs for the year are still being tallied but are currently projected at an unprecedented $150 million. 

The Rand report suggested placing an income cap on the Hope Scholarship and increasing funding for public schools. 

While the Education Committee would work on public school funding, Criss’ Finance Committee would tackle the ballooning costs of the Hope Scholarship. He was not interested in Rand’s solutions but found his own. By capping the scholarship amount and limiting certain expenses, Criss was hoping he could help prolong the program for families well into the future. But families would soon be rallying against him.

In the time since the Hope Scholarship had withstood the court challenge, Switzer’s reach had only grown. On Facebook, she administered a group that offers practical advice to hundreds of parents, or “Hope Schoolers” as she called them, on questions like what items counted as qualifying expenses and how to properly file for the program. 

Before Criss’ plan rolled out, Switzer said she received word from a member of the Finance Committee — though she did not disclose who — that the Hope Scholarship would be discussed.

Writing a lengthy Facebook post, she warned that the move would severely damage the program. “The bill takes away 19,000 children’s access to online education, tutoring, private schools across state borders, and many other beneficial academic programs,” she wrote. 

Huffman, the Americans for Prosperity state director, took to radio and social media to decry what he described as an existential threat to the program. Parents with kids in tow echoed those fears.

Criss’ proposal would’ve capped the award amount for the Hope Scholarship at a little more than $5,000 a year. He said his intent was to prolong the program for the long run, not kill it.

 

Huffman countered that by capping the award amount, inflation would eventually erode families’ abilities to use the program for private education or homeschooling. 

Looking back, Criss said he anticipated some pushback, because the Hope Scholarship is a “giveaway program.” He blamed political forces for riling people up. 

At a caucus meeting with the Republican supermajority — which holds 91 of the 100 seats in the lower chamber — Criss said he couldn’t muster the votes. A bill to fix public schools that came out of the Education Committee died entirely.

Election season was right around the corner, and Americans for Prosperity-West Virginia and other groups hadn’t forgotten the Hope Scholarship battle. Criss had failed what Huffman called “a litmus test” in trying to restrict public money for parents looking for an alternative to public school.

Meanwhile, McIntosh, the president for Club for Growth, said he received word from his allies in the Morrisey administration. Morrisey was concerned about lawmakers who had opposed him on budget issues and school choice. The governor was looking to replace those he saw as not aligned.

While the legislative backlash had been about one issue, the campaign against Morrisey’s foes went well beyond education issues. 

Ads depicted Criss as a liberal who wanted to open borders for illegal immigration. That was based on a no vote Criss had cast against a piece of legislation that would’ve mandated employers run a citizenship check on every employee. 

Fliers mailed by the School Freedom Fund, a PAC affiliated with Club for Growth, depicted candidates as supporters of drag queens. Americans for Prosperity-West Virginia sent volunteers door to door to rally for their candidates, including in Criss’ district. 

The newly created Sugar Maple PAC — headed by a former state delegate and Morrisey ally — ran ads accusing opponents of being Republicans in Name Only. 

One mailer, depicting Criss driving a garbage truck, accused him of taking “West Virginia’s values to the dump.” On the back, it reiterated his vote against the citizenship check for employees and his vote against West Virginia’s abortion ban. 

“Vernon Criss’ liberal trash,” the flier read, with an image of black trash bags.

 

“I think that the fact that they called me a liberal, it just stuck out,” Criss said. “You know, as the chairman of finance, I know that it’s a targeted job, obviously, that’s part of the deal. Those types of things happen, that’s just part of the politics involved here.” 

The School Freedom Fund poured nearly $1 million into statehouse races across West Virginia to both retain Morrissey’s supporters and oust detractors, like Criss. Americans for Prosperity did the same, again targeting Criss, and spending around $700,000 across the state. 

A spokesperson for Morrisey said in an email that the governor is a supporter of both public schools and the Hope Scholarship and “is also grateful that organizations that share his worldview of helping West Virginia children having the best educational opportunities in the country weigh in.”

Sugar Maple PAC and Yass did not respond to requests for comment. Yass contributed $450,000 to Sugar Maple in the lead-up to the 2026 primary. Among the three PACs, Sugar Maple spent the most on the Criss race: $86,000 to attack Criss and $15,000 to back his opponent, Charles Hartzog, a 23-year-old gas station cashier. 

Criss didn’t just lose the primary; Hartzog beat him with 61% of the vote. Criss is now running a long-shot campaign as a write-in for his district in the general election.

Friday, October 16, 2026

GOP-controlled local boards restrict voting on Sundays and find other ways to make voting harder by Bob Ortega

 

When voters in Tarrant County, part of a key swing district in Texas, prepare to cast ballots for the midterms, they’ll encounter a whole new set of rules.

Those allowed to send mail-in ballots will now need to provide a Social Security or state ID number. And in-person voters will find that nearly 100 polling places have been shuttered – including all sites in one zip code that’s mostly Black and Latino.

Those kind of changes aren’t unique to Texas.

Republican lawmakers and officials around the country have taken steps at the state and local level to make it harder to vote this November, from enacting stricter registration requirements to adding ID restrictions to dramatically reducing early voting sites, polling places and ballot drop-boxes. 

 

These changes, pushed through state Capitols and county boards of election, have not received the same attention as President Donald Trump’s dramatic attempts to curb mail voting and assert control over voting rolls, but they could have just as significant an impact on turnout in key races to control Congress.

The new restrictions, all passed since the last midterm election in 2022, could affect highly competitive Senate races in states including Iowa, Ohio, North Carolina and Texas, as well as toss-up House races, as Democrats seek three seats to retake the House and four to win the Senate.

“Many states are emulating the president’s agenda at the state level,” in ways that affect “whether eligible voters have a clear accessible path to cast a ballot,” said Celina Stewart, CEO of the League of Women Voters. “In 17 years of working on voting rights, I have never seen such a widespread and coordinated effort to restrict access to the ballot.”

Voters in at least 22 states face new hurdles in casting their ballots compared with the 2024 election, according to a recent Brennan Center report. These new restrictions come on top of at least 78 restrictive laws passed by 30 states between 2020 and 2024. 

 

Many GOP state and local officials have argued that the changes are needed to help make elections more secure, often echoing Trump’s repeatedly debunked claims that voting fraud runs rampant.

Speaking in August at the Republican midterm convention, Texas Gov. Greg Abbott said his state had adopted “the toughest voter ID law in the United States of America,” and that “we made clear that in elections in Texas, you have to be a United States citizen to vote.” 

 However, there’s no evidence non-citizens have voted in Texas or any other states in significant numbers. Election experts say the new restrictions could depress turnout by making it harder for first-time voters to register and for those without driver’s licenses – such as some seniors and disabled voters – to cast ballots.

The changes in some locales are being made over significant protests from residents – including in Tarrant County, where many of those in a long line of speakers at a recent meeting pleaded with commissioners not to cut polling sites. 

 

As protesters massed outside on September 1, the GOP-controlled county commissioners court voted 3-2 along party lines to reduce polling sites by nearly 30 percent – a change that County Judge Tim O’Hare said was needed to save money.

Opponents, though, said the cuts will make it harder to vote for groups seen as likely to back Democrats in the highly competitive county.

“Jane and Jim Crow are very much alive in Texas today,” said Brianna Brown, Executive Director of the Texas Organizing Project, which works to protect minority voting rights. “In Texas,” she said, “the demographics of young people and black and brown people are increasing, so the GOP is looking at ways to shrink participation.” She noted that Black and Hispanic voters make up a majority of the Texas population.

Similar dynamics are playing out across the country.

Ohio: Voter ID crackdown

In Ohio, which features a tight Senate race between GOP Sen. Jon Husted and former Sen. Sherrod Brown, the Democrat, as well as numerous key House races, Buckeye voters will confront one of the nation’s strictest voter ID laws for the first time in a midterm. 

 

That law, passed by the GOP-controlled legislature in 2023, requires a photo ID to vote, meaning Ohioans can no longer use digital IDs, paychecks or other documents as identification, or to prove residency.

For new voters, it similarly limits the kind of documents they can use to register. The law also shortened the deadlines for voters to request absentee ballots, and to fix any errors on their ballots; and it eliminated early voting the Monday before Election Day. 

 

Ohio voters will also have fewer places to drop off ballots. The law limits each county to one drop box, open only during business hours, and says only voters with a documented disability who can’t physically enter a polling place can use curbside voting. It also made it a crime for anyone other than an immediate family member to drop off a ballot for a disabled voter, with some exceptions.

GOP officials said the law would protect the security of elections in the state. 

 “Elections integrity is a significant concern to Americans on both sides of the aisle across the country,” said Ohio Gov. Mike DeWine, a Republican, at the time it passed.

The ID restrictions in large part target non-citizen voters, but there’s little evidence such voters exist in large numbers. In a 2024 review of the state’s 8.2 million registered voters, the Ohio Secretary of State’s office found 137 non-citizens wrongly registered to vote through the Bureau of Motor Vehicles. There was no indication any of them had voted.

Last year, the legislature also adopted a law that requires absentee ballots to arrive before polls close on Election Day. Previously, ballots could arrive later, as long as they were postmarked by Election Day.

On Sept. 29, a federal appeals court reinstated a provision that requires proof of US citizenship from anyone trying to register to vote through the Bureau of Motor Vehicles. 

 

The law could also affect many college students who have out-of-state driver’s licenses, which are no longer acceptable ID in Ohio to register or vote.

“Students are often first-time voters. The law says if they are residents on a college campus, they can use that address to register to vote. In Ohio, you have to show a utility bill,” as one option to prove where you live, said Rebekah Caruthers, president of Fair Elections Center, a nonpartisan voting-rights groups based in Washington, DC. “But if you live on campus, you don’t get utility bills.”

Jen Miller, executive director of the League of Women Voters of Ohio, said that voters who don’t have driver’s licenses must use provisional ballots. As a result, she said, Ohio has some of the highest provisional ballot counts in the country this year.

Critics say the drop box limitations particularly hurt voters in large urban areas – a demographic fact that will impact Black voters in particular in major Ohio cities. 

 

“Think about Cuyahoga County, where Cleveland is, to say more than a million people should have only one place to drop off their ballot. That is what you do when you want to make it harder for people to vote,” said Caruthers.

North Carolina: ‘This is ultimately about representation’

In North Carolina, Democrats hope to flip a Senate seat with two-term former Gov. Roy Cooper polling strongly against Michael Whatley, a former Republican National Committee chair.

Numerous House seats also could change parties, including in a race between Republican state Rep. Jennifer Balkcom and Democrat Jamie Ager. Both are seeking to replace Rep. Chuck Edwards, who dropped out of Congress after an ethics panel found evidence he repeatedly made unwanted advances toward two female staffers. 

 As CNN recently reported, state and local GOP leaders have worked to significantly restrict voting in the state – including by sharply cutting back on Sunday voting and imposing new restrictions on how mail-in ballots are processed. 

 

The GOP-controlled legislature also transferred authority in 2024 over the state board of elections from the governor, a Democrat, to the state auditor, a Republican, who could then appoint Republicans to controlling positions on the state board and every county board of elections.

This year, those county elections boards voted not to have early-voting polling places near or on a variety of college campuses, including at North Carolina A&T State University, the nation’s largest historically Black college or university, and UNC-Greensboro, among others. 

 

Francis De Luca, chairman of the State Board of Elections, said in January that he opposed voting sites on university campuses because they had limited parking.

Students have pushed back hard against the changes, including in Guilford County, home to North Carolina A&T and UNC-Greensboro, to no avail.

“Students have been attending meetings at the Guildford County Board of Elections for months. Both have significant on-campus populations and are close to areas with a significant number of residents who don’t have access to a vehicle,” said Tyler Daye, program manager for Common Cause North Carolina.

At North Carolina State University, in Raleigh, the Wake County Board of Elections voted along party lines to move the early voting site this year from the Talley Student Union, at the center of campus, to a building a mile away and across a busy boulevard. 

 

Boards also eliminated Sunday early voting in 23 counties. Sunday voting historically is important to Black churches that organize members to vote after services. De Luca, the state election board chairman, said that he opposed voting on Sunday because, “it’s the Lord’s Day.”

Iowa: Elderly citizens and IDs

In Iowa, two recent polls of likely voters show Democratic Senate nominee Josh Turek, a state house representative and two-time Paralympic gold medalist, running neck-and-neck with three-term GOP Rep. Ashley Hinson. There are also three competitive House races in the state.

In 2025, Iowa became among the earliest states to agree to use the federal SAVE citizenship-verification database, which has misidentified eligible voters as non-citizens. 

 

In May, Republican Gov. Kim Reynolds signed into law a bill that changed Iowa’s “attestation” law, which allowed a fellow voter from the district to vouch for the eligibility of someone who shows up to vote without a permitted ID. Now, those voters must use a provisional ballot and return by the Monday after Election Day with a valid ID to have their vote counted.

State Rep. Adam Zabner, a Democrat from Iowa City, told CNN, “I have concerns about the Republican agenda on voting and on this bill in particular.”

He said that “most people who take advantage of this system are older Iowans who no longer drive, don’t have driver’s licenses, and come in with family members who attest for them.” He noted that, under the old law, anyone falsely attesting to someone’s identity would have been criminally liable.

Kansas: A 94-year streak

Kansas, which Trump won with 57% of the vote in 2024, hasn’t elected a Democrat to the US Senate since 1932. But now the race between incumbent Republican Sen. Roger Marshall and Democrat Adam Hamilton, a United Methodist pastor, is neck and neck. 

 

This year, term-limited Gov. Laura Kelly, a Democrat, vetoed several bills passed by the GOP-controlled legislature that would have enacted voting restrictions.

But lawmakers overrode her veto to enact the SAVE Kansas Act, which expands methods for purging voter rolls, restricts third-party efforts to register voters, and orders state agencies to share, with the Kansas Secretary of State, data on non-citizens receiving state benefits.

Lawmakers also overrode Kelly’s veto of a new state law that eliminated the three-day grace period for mail-in ballots to arrive at election offices. The new law would require mail-in ballots to arrive at election offices by 7 p.m. on Election Day to be counted.

But in July, the Kansas Supreme Court let stand a lower-court ruling that blocks that law from taking effect while a lawsuit against it is being litigated.

Texas: ‘There is no polling place in our zip code at all’

In Texas, recent polls show no clear leader in the Senate race between Democrat James Talarico, a state representative, and state Attorney General Ken Paxton, who defeated Sen. John Cornyn in the GOP primary, marking a comeback after being impeached by the Texas House but acquitted by the Senate in 2023. 

 

A key battleground in that race is Tarrant County, the state’s third most populous county, which President Joe Biden narrowly won in 2020 but Trump flipped back in 2024.

In September, Republican Tarrant County commissioners voted to cut early voting locations to 47 from 50 in the last midterm, and election day voting locations to 224 from 316. They also denied requested polling locations on five campuses. There also will be no polling places at all within the 76103 zip code, according to a lawsuit seeking to restore polling places. In that zip code, 76% of the population is Black or Hispanic, according to census data.

O’Hare, a Republican and the county’s chief political officer, said in a press release before the meeting, responding to criticism that the changes would make it harder for students and minority voters to get to the polls, that “no Tarrant County voter should ever feel they don’t have enough time to vote,” and that “this is a sensible plan designed to ensure that.”

On Oct. 2, a Fort Worth City Council member filed suit in state district court seeking to reinstate the 92 voting sites cut in September. 

 

“What they have done is systematically gone through and made it harder for people of color, people in lower economic areas and people in Democratic areas to vote,” said Deborah Peoples, who said she filed the suit as a private citizen, not a city council member. “This was something we could not sit idly by and not speak up about.”

O’Hare’s campaign adviser Nick Maddux dismissed the suit as intended to benefit Tarrant County Commissioner Alisa Simmons, who is running against O’Hare. “Tarrant County voters will not be fooled by these shenanigans,” Maddux said in a statement.

A judge this week denied the request to reinstate the sites.

Some other changes across Texas this year also remain in flux due to court challenges. In August, the 5th Circuit Court of Appeals ruled that mail-in and assisted voting restrictions will apply statewide this November. 

 

Texas doesn’t allow universal vote-by-mail, but voters over 65 and those with certain disabilities, among others, can do so. They’ll now have to provide a Social Security or identification number matching state records for their mail-in ballot to be accepted; and anyone helping a disabled voter will have to disclose their relationship to the voter, sign an oath they didn’t coerce the voter, and disclose whether they received compensation.

Meanwhile, as first reported by Votebeat, Texas Department of Public Safety recently flooded numerous county registrars across the state with backlogged voter registration applications after discovering it had failed to process at least 500,000 applications submitted through its online driver’s license portal, some up to a year earlier.

Chris McGinn, executive director of the Texas Association of County Election Officials, said that counties across the state have been working overtime since mid-September to clear up the backlog. He said that “from what we’re hearing, all the backlog has been updated and all the voters should show on the list of registered voters” by the time early voting begins on Oct. 19.

Across the country, many of the new laws affecting voters this fall “are aimed at solving a problem that doesn’t exist,” said Sean Morales-Doyle, senior director of voting rights and elections programs at the Brennan Center.

“Disenfranchisement – the denial of a person’s constitutional right to vote – is a problem whether or not it swings the outcome of an election,” he said. “It can also have consequences beyond the election itself, shaping whose interests elected officials feel compelled to represent and respond to.”