FREEDOM FORUM INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM FORUM INC (EIN 54-1604427)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349101994
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T14:17:13-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541604427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREEDOM FORUM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 2022926100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WATER STREET SW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY MINEAR | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER & TREASURER | PersonTitleTxt |
| Phone | 2022926100 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $606,497,548 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,800,490 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,473,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,114,087 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,114,087 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $307,995 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $307,995 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $307,995 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $307,995 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $33,421,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $226,602,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,103,307 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,264,284 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $34,962 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $34,962 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $34,962 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $46,038,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,560,351 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,721,328 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,791,769 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $242,827 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $242,827 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,548,942 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,234,792 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,041 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $27,041 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,468,098 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,495,581 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,586 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $3,586 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,830,753 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $675,108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $623,940 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $227,752 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,388 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $123,841 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,460,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,476,465 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,476,465 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,408,895 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,987,865 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,987,865 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $801,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $142,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $680,184 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,257,224 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $238,202 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $238,202 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,348,771 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,667,097 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $33,036 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $33,036 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,737,894 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $78,198 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $79,160 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,927,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,885 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $22,885 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,873,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,285,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,055,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,055,430 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,173,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,401 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,401 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,757,541 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,055,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,055,430 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,634,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,280,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,504,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,665,898 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,661,159 | CashBOYAmt |
| Cash EOY | $3,391,398 | CashEOYAmt |
| Cash EOYFMV | $3,391,398 | CashEOYFMVAmt |
| Acct Rcvbl | $314,738 | AcctRcvblAmt |
| Acct Rcvbl BOY | $97,138 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $314,738 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $314,738 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $10,613 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $957,890 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $10,613 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $10,613 | PledgesRcvblEOYFMVAmt |
| US Government Obligations BOY | $77,509,167 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $103,318,556 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,318,556 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $214,403,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $279,651,121 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $279,651,121 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,551,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $236,819,489 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $190,636,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $190,636,204 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,287,176 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,481,426 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,242,559 | LandBOYAmt |
| Land EOY | $11,805,750 | LandEOYAmt |
| Land EOYFMV | $11,805,750 | LandEOYFMVAmt |
| Other Assets BOY | $6,579,860 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,369,168 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,369,168 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $568,822,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $606,497,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $606,497,548 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,567,566 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,783,718 | AccountsPayableEOYAmt |
| Grants Payable BOY | $92,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $105,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $52,016,931 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $41,064,980 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $60,676,997 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,954,198 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $508,145,611 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $556,543,350 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $508,145,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $556,543,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,822,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $606,497,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $508,145,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,280,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,658,519 | OtherIncreasesAmt |
| Subtotal | $560,085,119 | SubtotalAmt |
| Other Decreases | $3,541,769 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $556,543,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| LOSS ON DISPOSAL OF FIXED ASSETS | P | $83,784 | -$83,784 | -$83,784 | ||
| GOLDMAN SACHS-ADVISORY LT | P | $56,894,283 | $3,239,872 | $3,239,872 | $60,134,155 | |
| GOLDMAN SACHS-ADVISORY ST | P | $1,868,978 | -$11,424 | -$11,424 | $1,857,554 | |
| GOLDMAN SACHS-ADVISORY 2 ST | P | $25,818,893 | $2,257,427 | $2,257,427 | $28,076,320 | |
| GOLDMAN SACHS-GOV CORP ST | P | $11,820,151 | $477,270 | $477,270 | $12,297,421 | |
| GOLDMAN SACHS-CORP LT | P | $1,836,448 | -$209,313 | -$209,313 | $1,627,135 | |
| GOLDMAN SACHS-CORP ST | P | $11,376,856 | $10,428 | $10,428 | $11,387,284 | |
| GOLDMAN SACHS-FIERA LT | P | $25,642,757 | $15,574,029 | $15,574,029 | $41,216,786 | |
| GOLDMAN SACHS-FIERA ST | P | $333,523 | -$39,118 | -$39,118 | $294,405 | |
| GOLDMAN SACHS-PALISADE LT | P | $11,994,206 | $1,578,890 | $1,578,890 | $13,573,096 | |
| GOLDMAN SACHS-PALISADE ST | P | $2,760,751 | $77,307 | $77,307 | $2,838,058 | |
| GOLDMAN SACHS-DIAMOND HILL LT | P | $15,174,301 | $4,205,501 | $4,205,501 | $19,379,802 | |
| GOLDMAN SACHS-DIAMOND HILL ST | P | $19,656,788 | $187,199 | $187,199 | $19,843,987 | |
| ALTERNATIVE INVESTMENTS OFFSHORE | P | $318,640 | -$318,640 | -$318,640 | 2023-12-31 | |
| GOLDMAN SACHS-BROKERAGE ST | P | $7,919,230 | $6,157,663 | $6,157,663 | $14,076,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,103,307 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,264,284 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $674,218 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $674,218 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $674,218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $519,654 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $619,654 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $537 | EsPenaltyAmt |
| Tax Due | $55,101 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FREEDOMFORUM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRY MINEAR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022926100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WATER ST SW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAN NEUHARTH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHAIR AND CHIEF EXECUTIVE OFFICER | 40.00 | $725,445 | $30,258 | $76,489 |
| SHERRY MINEAR | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF FINANCIAL OFFICER & TREASURER | 40.00 | $330,774 | $20,733 | $20,925 |
| CINDY KEITH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF HUMAN RESOURCE OFFICER | 40.00 | $201,350 | $20,890 | $23,736 |
| MICHAEL COLEMAN | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | SECRETARY/TRUSTEE | 10.00 | $50,500 | $0 | $0 |
| JAMES ABBOTT | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $21,000 | $0 | $0 |
| LUCY DALGLISH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $22,000 | $0 | $0 |
| R DAVID EDELMAN | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $30,500 | $0 | $0 |
| JACK KIRSCHENBAUM | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $32,570 | $0 | $0 |
| JOSH KIRSCHENBAUM | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $25,000 | $0 | $0 |
| MALCOLM R KIRSCHENBAUM | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $68,630 | $0 | $0 |
| JOHN LEE IV | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $57,500 | $0 | $0 |
| DANIELLE NEUHARTH-KEUSCH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $28,000 | $0 | $0 |
| PETER S PRICHARD | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $63,500 | $0 | $0 |
| ORAGE QUARLES III | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $65,500 | $0 | $0 |
| BARBARA WALL | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $50,000 | $0 | $0 |
| JUDY WOODRUFF | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $19,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CATHY TROST | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF ENGAGEMENT OFF | 40.00 | $323,602 | $15,170 | $20,925 |
| DOUGLAS NEIL | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF DIGITAL OFFICE | 40.00 | $272,885 | $13,857 | $10,504 |
| PATRICIA RHULE | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF CONTENT OFFICE | 40.00 | $252,276 | $24,769 | $5,710 |
| KEVIN GOLDBERG | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | FIRST AMENDEMENT SPE | 40.00 | $226,888 | $14,412 | $832 |
| JONATHAN THOMPSON | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF OUTREACH OFFIC | 40.00 | $200,482 | $28,559 | $10,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 41 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RAND CONSTRUCTION CORPORATION | |||||
| 1029 N ROYAL STREET | ALEXANDRIA | VA | 22314 | CONSTRUCTION | $3,137,188 |
| GOLDMAN SACHS PRINCETON FUND LTD | |||||
| 200 WEST STREET | NEW YORK | NY | 102822198 | INVESTMENT ADVISOR | $942,043 |
| REDPEG MARKETING INC | |||||
| 727 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | MARKETING | $582,242 |
| MARSH USA LLC | |||||
| PO BOX 846015 | DALLAS | TX | 75284 | INSURANCE | $510,333 |
| SEQUENTUR LLC | |||||
| 611 S FORT HARRISON AVE 214 | CLEARWATER | FL | 33756 | IT SUPPORT | $480,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 61 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EXPENDITURES MADE TO ADVANCE AND MAINTAIN THE OPERATIONS AND OPERATIONAL ASSETS OF FREEDOM FORUM, INC. | Description1Txt |
| Expenses1 | $19,173,209 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $547,219,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,010,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $549,229,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $549,229,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,238,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $540,990,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,049,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,634,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $8,962,414 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $28,597,024 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-05-15 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $27,049,545 | CurrentYearAmt |
| Year1 | $3,603,982 | Year1Amt |
| Year2 | $17,618,628 | Year2Amt |
| Year3 | $1,567,269 | Year3Amt |
| Total | $49,839,424 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,992,113 | CurrentYearAmt |
| Year1 | $3,063,385 | Year1Amt |
| Year2 | $14,975,834 | Year2Amt |
| Year3 | $1,332,179 | Year3Amt |
| Total | $42,363,510 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,597,024 | CurrentYearAmt |
| Year1 | $36,058,276 | Year1Amt |
| Year2 | $17,433,985 | Year2Amt |
| Year3 | $25,999,539 | Year3Amt |
| Total | $108,088,824 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $461,401 | CurrentYearAmt |
| Year1 | $440,269 | Year1Amt |
| Year2 | $78,000 | Year2Amt |
| Year3 | $60,000 | Year3Amt |
| Total | $1,039,670 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $28,135,623 | CurrentYearAmt |
| Year1 | $35,618,007 | Year1Amt |
| Year2 | $17,355,985 | Year2Amt |
| Year3 | $25,939,539 | Year3Amt |
| Total | $107,049,154 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,033,030 | CurrentYearAmt |
| Year1 | $20,246,487 | Year1Amt |
| Year2 | $20,199,597 | Year2Amt |
| Year3 | $14,565,569 | Year3Amt |
| Total | $73,044,683 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| BENTLEY UNIVERSITY | ||||||||
| 175 FOREST STREET | WALTHAM | MA | 02452 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| COLUMBIA UNIVERSITY | ||||||||
| 2950 BROADWAY | NEW YORK | NY | 10027 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| EMORY UNIVERSITY | ||||||||
| 200 DOWMAN DRIVE SUITE 300 | ATLANTA | GA | 30322 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| FAIRMONT STATE UNIVERSITY | ||||||||
| 1201 LOCUST AVENUE | FAIRMONT | WV | 26554 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| FORDHAM UNIVERSITY | ||||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| HARVARD COLLEGE | ||||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| HOBART & WILLIAM SMITH COLLEGES | ||||||||
| 337 PULTENEY STREET | GENEVA | NY | 14456 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| HOFSTRA UNIVERSITY | ||||||||
| 128 HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 11549 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| INDIANA UNIVERSITY | ||||||||
| 601 E KIRKWOOD AVENUE | BLOOMINTON | IN | 47405 | PC | FREE SPIRIT SCHOLARSHIP | $2,000 | ||
| KANSAS STATE UNIVERSITY | ||||||||
| 105 ANDERSON HALL | MANHATTAN | KS | 66506 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| MONTANA STATE UNIVERSITY | ||||||||
| 201 MONTANA HALL | BOZEMAN | MT | 59717 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| NORTHWESTERN UNIVERSITY | ||||||||
| 1801 HINMAN AVENUE | EVANSTON | IL | 60208 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| PRINCETON UNIVERSITY | ||||||||
| 110 WEST COLLEGE BOX 430 | PRINCETON | NJ | 08544 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| SPELMAN COLLEGE | ||||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| TROY UNIVERSITY | ||||||||
| 600 UNIVERSITY AVENUE | TROY | AL | 36082 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF ARKANSAS | ||||||||
| 214 ARKANSAS UNION | FAYETTEVILLE | AR | 72701 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF CENTRAL ARKANSAS | ||||||||
| 201 DONAGHEY AVE | CONWAY | AR | 72035 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF CINCINNATI | ||||||||
| 2618 MCMICKEN CIRCLE | CINCINNATI | OH | 45219 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF IOWA | ||||||||
| 208 CALVIN HALL | IOWA CITY | IA | 52242 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF LOUISVILLE | ||||||||
| CONTROLLERS OFFICE-SERVICE COMPLEX | LOUISVILLE | KY | 40292 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | BLDG | |
| UNIVERSITY OF MARYLAND | ||||||||
| 1109 LEE BUILDING | COLLEGE PARK | MD | 20742 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF MISSOURI-COLUMBIA | ||||||||
| 109 REYNOLDS ALUMNI CENTER | COLUMBIA | MO | 65211 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF NEBRASKA-LINCOLN | ||||||||
| 1410 Q STREET | LINCOLN | NE | 68588 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF NEVADA RENO | ||||||||
| MAIL STOP 076 | RENO | NV | 89557 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL | ||||||||
| 300 PETTIGREW HALL | CHAPEL HILL | NC | 27514 | PC | FREE SPIRIT SCHOLARSHIP | $2,000 | ||
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 UNION CIRCLE 311247 | DENTON | TX | 76203 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF NOTRE DAME | ||||||||
| 115 MAIN BUILDING | NOTRE DAME | IN | 16556 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF SCIENCE AND ARTS OF OKLAHOMA | ||||||||
| 1727 WEST ALABAMA AVENUE | CHICKASHA | OK | 73018 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF SOUTH FLORIDA | ||||||||
| 4202 E FOWLER AVE ADM131 | TAMPA | FL | 33620 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| UNIVERSITY GARDENS BLDG STE 205 | LOS ANGELES | CA | 90089 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL | ||||||||
| 85 SOUTH PROSPECT STREET | BURLINGTON | VT | 05405 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF WASHINGTON | ||||||||
| BOX 351120 | SEATTLE | WA | 98195 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF WISCONSIN-MADISON | ||||||||
| 21 NORTH PARK STREET SUITE 6101 | MADISON | WI | 53715 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| UNIVERSITY OF WYOMING | ||||||||
| 1000 E UNIVERSITY AVE | LARAMMIE | WY | 82071 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| VILLANOVA UNIVERSITY | ||||||||
| VILLANOVA UNIVERSITY | VILLANOVA | PA | 19085 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| YALE UNIVERSITY | ||||||||
| P O BOX 2038 | NEW HAVEN | CT | 06521 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | ||
| DAWSON MAYA | ||||||||
| 1911 S KIPLING ST | LAKEWOOD | CO | 80227 | I | FREE SPIRIT SCHOLARSHIP | $1,000 | NONE | |
| AGING MATTERS | ||||||||
| 360 W KING ST | COCOA | FL | 32926 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| AMERICAN JOURNALISM PROJECT | ||||||||
| 6218 GEORGIA AVE NW | WASHINGTON | DC | 20011 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| AMI KIDS SPACE COAST INC | ||||||||
| 1000 INSPIRATION LANE | MELBOURNE | FL | 32934 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| ANGELO B HENDERSON ENDOWED SCHOLARSHIP | ||||||||
| 310 BLAZER DINING | LEXINGTON | KY | 40506 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| ASSOCIATION FOR TRADITIONAL STUDIES | ||||||||
| 136 DIX CREEK CHAPEL ROAD | ASHEVILLE | NC | 28806 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| AUSTIN COMMUNITY FOUNDATION | ||||||||
| 4315 GUADALUPE STREET | AUSTIN | TX | 78751 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA | ||||||||
| 1800 W HIBISCUS BLVD | MELBOURNE | FL | 32904 | PC | TRUSTEE INITIATIVES | $3,500 | ||
| BREVARD NEIGHBORHOOD DEVELOPMENT INC | ||||||||
| 1151 MASTERSON ST | MELBOURNE | FL | 32935 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| BURING COAL THEATRE COMPANY | ||||||||
| 224 POLK STREET | RALEIGH | NC | 27604 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| CAL RIPKEN SR FOUNDATION | ||||||||
| 1427 CLARKVIEW RD | BALTIMORE | MD | 21209 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| CASA CHILDREN'S INTERVENTION SERVICES INC | ||||||||
| 9384 FORESTWOOD LANE | MANASSAS | VA | 20110 | PC | TRUSTEE INITIATIVES | $15,000 | ||
| CASACHILDREN'S AFTER SCHOOL ARTS | ||||||||
| 584 CASTRO ST 264 | SAN FRANCISCO | CA | 94114 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| CHILDREN'S HOME SHELTER FOR FAMILY SAFETY | ||||||||
| 113 N ST PAUL AVENUE | SIOUX FALLS | SD | 57103 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| CHRIST THE KING CHURCH | ||||||||
| 1 MCCURDY ROAD | OLD LYME | CT | 06371 | CHURCH | TRUSTEE INITIATIVES | $8,000 | ||
| COCOA BEACH WOMAN'S CLUB FOUNDATION INC | ||||||||
| PO BOX 1104 | COCOA BEACH | FL | 32932 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| CORNELL DAILY SUN ALUMNI ASSOCIATION | ||||||||
| 139 W STATE STREET | ITHACA | NY | 14850 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| CORNELL UNIVERSITY DESIGNATED FOR SHOALS MARINE LAB | ||||||||
| BOX 37334 | BOONE | IA | 50037 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| DOW JONES NEWS FUND | ||||||||
| PO BOX 300 | PRINCETON | NJ | 08543 | POF | TRUSTEE INITIATIVES | $20,000 | ||
| EAST COAST ZOOLOGICAL ASSOCIATION OF FLORIDA | ||||||||
| 8225 N WICKHAM RD | MELBOURNE | FL | 32940 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| FARBER FUND DEPT OF POLY SCIENCE UNIVERSITY OF SD | ||||||||
| 414 E CLARK STREET | VERMILLION | SD | 57069 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| FLORIDA SURF FILM FESTIVAL INC | ||||||||
| 1414 ART CENTER AVE | NEW SMYRNA BEACH | FL | 32168 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| FLORIDA SURF MUSEUM INC | ||||||||
| PO BOX 321453 | COCOA BEACH | FL | 32932 | PC | TRUSTEE INITIATIVES | $1,500 | ||
| FOOLPROOF FOUNDATION | ||||||||
| 516 DELANNOY AVE | COCOA | FL | 32922 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| FORT TICONDEROGA ASSOCIATION INC | ||||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| FRIENDS OF THE CHILDRENS ADVOCACY OF BREVARD INC | ||||||||
| 1100 ROCKLEDGE BLVD | ROCKLEDGE | FL | 32955 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| GREEN CORPS | ||||||||
| 1543 WAZEE ST SUITE 300 | DENVER | CO | 80202 | PC | TRUSTEE INITIATIVES | $1,500 | ||
| HAMLIN SCHOOL | ||||||||
| 2120 BROADWAY | SAN FRANCISCO | CA | 94115 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| HARLEM STAGE | ||||||||
| 150 CONVENT AVE | NEW YORK | NY | 10031 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| HEALTH FIRST FOUNDATION | ||||||||
| 611 E SHERIDAN ROAD | MELBOURNE | FL | 32901 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| HEALTH FIRST FOUNDATION INC | ||||||||
| 3300 S FISKE BLVD | ROCKLEDGE | FL | 32955 | PC | TRUSTEE INITIATIVES | $7,500 | ||
| HELEN KELLER INTERNATIONAL | ||||||||
| 1 DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | PC | TRUSTEE INITIATIVES | $20,000 | ||
| HELPING HANDS OF ROUND POND | ||||||||
| PO BOX 114 | ROUND POND | ME | 04564 | PC | TRUSTEE INITIATIVES | $4,000 | ||
| INSITUTE FOR EDUCATION | ||||||||
| 4410 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | ||||||||
| 1625 K STREET NW | WASHINGTON | DC | 20006 | PC | TRUSTEE INITIATIVES | $13,000 | ||
| JAMES FOLEY LEGACY FOUNDATION | ||||||||
| 200 MARCY STREET | PORTSMOUTH | NH | 03801 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| MIDDLEBURG COMMUNITY CENTER | ||||||||
| 300 W WASHINGTON ST | MIDDLEBURG | VA | 20117 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| MIDDLEBURG LIBRARY ADVISORY BOARD INC | ||||||||
| PO BOX 1823 | MIDDLEBURG | VA | 20118 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| NATIONAL MUSIC MUSEUM | ||||||||
| 414 E CLARK ST | VERMILLION | SD | 57069 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| NORTH CAROLINA MUSEUM OF ART | ||||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | PC | TRUSTEE INITIATIVES | $6,000 | ||
| NORTH CAROLINA OPERA | ||||||||
| 612 WADE AVE | RALEIGH | NC | 27605 | PC | TRUSTEE INITIATIVES | $7,500 | ||
| ONLY ONE | ||||||||
| 395 HUDSON AVENUE | NEW YORK | NY | 10014 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| PRESENCING INSTITUTE INC | ||||||||
| 1770 MASSACHUSETTS AVENUE 221 | CAMBRIDGE | MA | 02140 | PC | TRUSTEE INITIATIVES | $1,500 | ||
| PRIDE OF TICONDEROGA | ||||||||
| 111 MONTCALM ST | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| PROMISE INC | ||||||||
| 4105 NORFOLK PARKWAY | WEST MELBOURNE | FL | 32904 | PC | TRUSTEE INITIATIVES | $2,000 | ||
| PROMISE INC | ||||||||
| 4105 NORFOLK PKSY WEST | MELBOURNE | FL | 32904 | PC | TRUSTEE INITIATIVES | $2,000 | ||
| PULITZER CENTER ON CRISIS REPORTING | ||||||||
| 2000 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| REBIRTH AND DEVELOPMENT | ||||||||
| 3145 23RD STREET | SAN FRANCISCO | CA | 94110 | PC | TRUSTEE INITIATIVES | $7,500 | ||
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | ||||||||
| 1156 15TH ST NW 1020 | WASHINGTON | DC | 20005 | PC | TRUSTEE INITIATIVES | $2,000 | ||
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| SILVER BAY ASSOCIATION | ||||||||
| 87 SILVER BAY RD | SILVER BAY | NY | 12974 | PC | TRUSTEE INITIATIVES | $2,000 | ||
| SOUTH BREVARD SHARING CENTER | ||||||||
| 17 E HIBISCUS BLVD | MELBOURNE | FL | 32901 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| SPACE COAST PRIDE INC | ||||||||
| PO BOX 672 | MELBOURNE | FL | 32902 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| ST VINCENT DE PAUL MIDDLETOWN | ||||||||
| PO BOX 398 | MIDDLETOWN | CT | 06457 | CHURCH | TRUSTEE INITIATIVES | $8,000 | ||
| STERNE SCHOOL | ||||||||
| 838 KEARNY ST | SAN FRANCISCO | CA | 94108 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| SURFSIDE PLAYERS INC | ||||||||
| 301 RAMP ROAD | COCOA BEACH | FL | 32931 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| THE CHILDREN'S HUNGER PROJECT INC | ||||||||
| 7817 SHADOWOOD DR | MELBOURNE | FL | 32904 | PC | TRUSTEE INITIATIVES | $2,000 | ||
| THE GRIDIRON CLUB & FOUNDATION | ||||||||
| 529 14TH ST NW 973 | WASHINGTON | DC | 20045 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| THE LOST CHURCH | ||||||||
| 65 CAPP STREET | SAN FRANCISCO | CA | 94103 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| TICONDEROGA AREA BACKPACK PROGRAM | ||||||||
| 10 TEMPERANCE POINT | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $1,000 | ||
| UND ALUMNI ASSOCIATION AND FOUNDATION | ||||||||
| 3501 UNIVERSITY AVE STOP 8157 | GRAND FORKS | ND | 58202 | PC | TRUSTEE INITIATIVES | $20,000 | ||
| UNITED WAY OF BREVARD | ||||||||
| 1100 ROCKLEDGE BLVD 300 | ROCKLEDGE | FL | 32955 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| UNIVERSITY OF FLORIDA | ||||||||
| PO BOX 117300 | GAINESVILLE | FL | 23611 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| UVA FUND FREE EXPRESSION FUND #50121 | ||||||||
| PO BOX 400314 | CHARLOTTESVILLE | VA | 22904 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| VANDERBILT UNIVERSITY SCHOOL OF LAW | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| WASHINGTON ASSOCIATION OF BLACK JOURNALISTS | ||||||||
| PO BOX 2683 | WASHINGTON | DC | 20013 | PC | TRUSTEE INITIATIVES | $2,500 | ||
| WEST STREET RECOVERY PROJECT | ||||||||
| 2012 EMANCIPATION AVE | HOUSTON | TX | 77003 | PC | TRUSTEE INITIATIVES | $5,000 | ||
| WILLIAM PEACE UNIVERSITY ADVANCEMENT | ||||||||
| 15 EAST PEACE STREET | RALEIGH | NC | 27604 | PC | TRUSTEE INITIATIVES | $6,500 | ||
| YALE UNIVERSITY | ||||||||
| 1 PROSPECT STREET | NEW HAVEN | CT | 06511 | PC | TRUSTEE INITIATIVES | $10,000 | ||
| NATIONAL CONSTITUTION CENTER | ||||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 20006 | PC | GENERAL SUPPORT | $25,000 | ||
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | ||||||||
| 1625 K STREET NW STE 1275 | WASHINGTON | DC | 20006 | PC | 2023 COURAGE IN JOURNALISM AWARDS | $10,000 | ||
| NATIONAL CONSTITUTION CENTER | ||||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 20006 | PC | 2023 LIBERTY MEDAL AWARDS | $10,000 | ||
| SPILLED MILK CATERING | ||||||||
| 18906 PREMIERE CT | GAITHERSBURG | MD | 20879 | PC | 2023 ASIAN AMERICAN JOURNALISTS ASSOCIATION CONFERENCE | $3,401 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,401 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREE SPIRIT SCHOLAR RECIPIENTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WATER STREET SW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 51 $1,000 FREE SPIRIT SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $51,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $51,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,473,136 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $307,995 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $34,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,421,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,238,040 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,238,040 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (16 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| P&B CHARITABLE REMAINDER UNITRUST | ||||||
| 1 | 708 TOYON DR | MONTEREY | CA | 93940 | $109,970 | Yes (X) |
| NEWS CORP | ||||||
| 2 | 1211 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | $75,000 | Yes (X) |
| SCHWAB CHARITABLE FUND | ||||||
| 3 | 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | $43,000 | Yes (X) |
| FIDELITY CHARITABLE GIFT FUND | ||||||
| 4 | PO BOX 55158 | BOSTON | MA | 02205 | $10,000 | Yes (X) |
| JOHN & PATRICIA KLINGENSTEIN FUND | ||||||
| 5 | 80 8TH AVE | NEW YORK | NY | 10011 | $10,000 | Yes (X) |
| W CURTIS RIDDLE | ||||||
| 6 | 121 BELLANT CIR | WILMINGTON | DE | 19807 | $10,000 | Yes (X) |
| BETTE BAO LORD | ||||||
| 7 | 740 PARK AVENUE | NEW YORK | NY | 10021 | $12,500 | Yes (X) |
| PETER S PRICHARD | ||||||
| 8 | 86-1 COVE ROAD | LYME | CT | 06371 | $6,300 | Yes (X) |
| ORAGE QUARLES III | ||||||
| 9 | 4405 CITY OF OAKS WYND | RALEIGH | NC | 27612 | $5,400 | Yes (X) |
| BARBARA BONESSA | ||||||
| 10 | 550 N ST SW APT S301 | WASHINGTON | DC | 20024 | $5,000 | Yes (X) |
| WILLIAMS & CONNOLLY LLP | ||||||
| 11 | 680 MAINE AVE SW | WASHINGTON | DC | 20024 | $5,000 | Yes (X) |
| BRENT W JONES | ||||||
| 12 | 1839 MAGNOLIA FRUIT DRIVE | DUMFRIES | VA | 22026 | $5,000 | Yes (X) |
| CHARLES OVERBY | ||||||
| 13 | 332 CANTON STONE DR | FRANKLIN | TN | 37067 | $5,000 | Yes (X) |
| R DAVID EDELMAN | ||||||
| 14 | 4112 40TH PL N | ARLINGTON | VA | 22207 | $5,000 | Yes (X) |
| MICHAEL J COLEMAN | ||||||
| 15 | 2485 S ATLANTIC AVE APT 7 | COCOA BEACH | FL | 32931 | $5,000 | Yes (X) |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION | ||||||
| 16 | 2 TOWER PL | ALBANY | NY | 12203 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $227,752 | Amt |
| Net Investment Income | $11,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,388 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $123,841 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ENTITY | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART IV-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NEWSEUM RESIDENCES, LLC EIN 20-8680315 (DISSOLVED 2023) IS A SMLLC WHOLLY OWNED BY THE FOUNDATION AND ALL ACTIVITY IS REPORTED ON THE RETURN. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $279,651,121 | EOYBookValueAmt |
| EOYFMV | $279,651,121 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $103,318,556 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $103,318,556 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROKERAGE: ALTERNATIVE INVESTMENTS/HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $190,636,204 | BookValueAmt |
| EOYFMV | $190,636,204 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $675,108 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $623,940 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISCELLANEOUS ASSETS | $2,967,425 | $3,094,896 | $3,094,896 |
| DIVIDENDS RECEIVABLE | $262,435 | $322,363 | $322,363 |
| CONTRIBUTED LEASE | $3,350,000 | $1,121,333 | $1,121,333 |
| RIGHT TO USE ASSET | $0 | $12,830,576 | $12,830,576 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN ADDITIONAL PENSION LIABILITY | $358,436 |
| LOSS ON CONTRIBUTED LEASE | $3,183,333 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EQUIPMENT EXPENSES | $793,051 | $0 | $0 | $761,207 |
| OFFICE EXPENSE | $153,911 | $0 | $0 | $135,541 |
| MARKETING EXPENSE | $971,442 | $0 | $0 | $967,507 |
| COPYRIGHT & LICENSE FEES | $9,397 | $0 | $0 | $8,795 |
| PARTNERSHIP INVESTMENT K-1 LOSS | $0 | $22,885 | $22,885 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $34,962 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,962 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,962 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $25,761,353 |
| TRANSFER FROM AFFILIATE, NEWSEUM RESIDENCES, LLC EIN 20-8680315 | $4,897,166 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE AND DEFERRED TAX | $0 | $534,863 |
| LEASE LIABILITY | $0 | $13,595,946 |
| MARGIN PAYABLE | $52,016,931 | $26,934,171 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $2,484,640 | $0 | $0 | $2,408,895 |
| INVESTMENT FEES | $2,975,480 | $1,476,465 | $1,476,465 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE AND DEFERRED TAXES | CategoryTxt |
| Amt | $801,649 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $142,000 | DisbursementsCharitablePrpsAmt |