FREEDOM FORUM INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM FORUM INC (EIN 54-1604427)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349102287
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- 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
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T13:20:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 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 | 2022-01-01 | 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 | TREASURER,CFO, CHIEF ADMIN. OFFICER | PersonTitleTxt |
| Phone | 2022926100 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHERRY | PersonFirstNm |
| Person Last | MINEAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $568,822,608 | 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 | $743,833 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,990,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,034,519 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,034,519 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $388,973 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $388,973 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $388,973 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $388,973 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,531,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,024,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $985,303 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,613 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $102,613 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,577,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,526,105 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,526,105 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,487,071 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $229,644 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $229,644 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,257,427 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,636,439 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,376 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $24,376 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,864,711 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,705,169 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,431 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $3,431 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,266,858 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $875,606 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $895,069 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $234,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,733 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $11,733 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $233,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,079,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,406,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,406,755 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,881,916 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,037,501 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $2,087,088 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $222,655 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $139,276 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,126,238 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $209,105 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $209,105 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,821,934 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,345,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $37,079 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $37,079 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,280,810 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $101,065 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $101,602 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,034,774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,011,656 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,025,743 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,922,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,922,123 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,723,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,344,129 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,335,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,369,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,922,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,922,123 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,058,276 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,792,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,603,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,603,982 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,795,021 | CashBOYAmt |
| Cash EOY | $3,661,159 | CashEOYAmt |
| Cash EOYFMV | $3,661,159 | CashEOYFMVAmt |
| Acct Rcvbl | $97,138 | AcctRcvblAmt |
| Acct Rcvbl BOY | $236,668 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $97,138 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $97,138 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $957,890 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $957,890 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $957,890 | PledgesRcvblEOYFMVAmt |
| US Government Obligations BOY | $90,009,836 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $77,509,167 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $77,509,167 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $232,348,534 | CorporateStockBOYAmt |
| Corporate Stock EOY | $214,403,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $214,403,832 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $31,259,207 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,551,514 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,551,514 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $331,699,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $236,819,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $236,819,489 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,777,219 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,534,660 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,726,881 | LandBOYAmt |
| Land EOY | $3,242,559 | LandEOYAmt |
| Land EOYFMV | $3,242,559 | LandEOYFMVAmt |
| Other Assets BOY | $40,656,268 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,579,860 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,579,860 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $730,731,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $568,822,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $568,822,608 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,670,932 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,567,566 | AccountsPayableEOYAmt |
| Grants Payable BOY | $69,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $92,500 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $50,000,000 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $77,824,856 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $52,016,931 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $149,564,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,676,997 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $581,166,627 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $508,145,611 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,166,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $508,145,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $730,731,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $568,822,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,166,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,792,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $61,759,035 | OtherIncreasesAmt |
| Subtotal | $626,133,340 | SubtotalAmt |
| Other Decreases | $117,987,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $508,145,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS-BROKERAGE | 2010-11-02 | 2022-12-30 | $64,724,426 | $78,698,049 | -$13,973,623 | -$13,973,623 | |
| GOLDMAN SACHS-ADVISORY | 2020-06-29 | 2022-12-30 | $31,735,909 | $34,769,521 | -$3,033,612 | -$3,033,612 | |
| GOLDMAN SACHS-FIERA | 2020-07-14 | 2022-12-13 | $2,986,029 | $2,442,207 | $543,822 | $543,822 | |
| GOLDMAN SACHS-SOUNDSHORE | 2020-11-12 | 2022-12-30 | $20,647,698 | $17,122,844 | $3,524,854 | $3,524,854 | |
| GOLDMAN SACHS-DELAWARE | 2020-08-11 | 2022-05-18 | $11,039,612 | $10,312,643 | $726,969 | $726,969 | |
| GOLDMAN SACHS-PALISADE | 2020-11-12 | 2022-12-23 | $1,506,185 | $1,306,886 | $199,299 | $199,299 | |
| GOLDMAN SACHS-DIAMOND HILL | 2020-07-14 | 2022-12-27 | $4,936,992 | $4,214,518 | $722,474 | $722,474 | |
| GOLDMAN SACHS-EASTERN SHORE | 2020-09-15 | 2022-12-30 | $6,808,961 | $7,521,666 | -$712,705 | -$712,705 | |
| GOLDMAN SACHS-ADVISORY ST | 2021-03-31 | 2022-12-30 | $38,754,967 | $38,466,616 | $288,351 | $288,351 | |
| GOLDMAN SACHS-SOUNDSHORE ST | 2021-04-15 | 2022-12-30 | $17,579,567 | $19,604,296 | -$2,024,729 | -$2,024,729 | |
| GOLDMAN SACHS-DELAWARE ST | 2021-10-27 | 2022-05-18 | $2,413,203 | $3,281,717 | -$868,514 | -$868,514 | |
| GOLDMAN SACHS-PALISADE ST | 2021-04-30 | 2022-12-14 | $693,922 | $748,128 | -$54,206 | -$54,206 | |
| GOLDMAN SACHS-DIAMOND HILL ST | 2021-05-31 | 2022-12-23 | $937,386 | $1,099,988 | -$162,602 | -$162,602 | |
| ALTERNATIVE INVESTMENTS OFFSHORE | 2022-12-31 | $1,079,189 | -$1,079,189 | -$1,079,189 | P | ||
| GOLDMAN SACHS-EASTERN SHORE ST | 2020-09-15 | 2022-12-30 | $5,260,003 | $5,217,052 | $42,951 | $42,951 | |
| GOLDMAN SACHS-GOVCORP | 2022-01-02 | 2022-12-30 | $86,156 | -$86,156 | -$86,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,946,616 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$954,670 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,095 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,095 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $187,749 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $187,749 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $137,654 | OverpaymentAmt |
| Applied To ES Tax | $137,654 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | UT | 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 |
| 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 | 29.00 | $573,948 | $27,966 | $50,248 |
| CINDY KEITH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF HUMAN RESOURCE OFFICER/VP | 29.00 | $157,455 | $19,182 | $22,164 |
| MICHAEL COLEMAN | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | SECRETARY/TRUSTEE | 10.00 | $56,000 | $0 | $0 |
| SHERRY MINEAR | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TREASURER,CFO,CHIEF ADMIN. OFFICER | 29.00 | $296,418 | $20,329 | $20,925 |
| BARBARA WALL | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $23,500 | $0 | $0 |
| R DAVID EDELMAN | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $22,500 | $0 | $0 |
| JACK KIRSCHENBAUM | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $33,500 | $0 | $0 |
| JAMES ABBOTT | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $32,500 | $0 | $0 |
| JOHN LEE IV | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $62,000 | $0 | $0 |
| JUDY C WOODRUFF | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $15,000 | $0 | $0 |
| MALCOLM R KIRSCHENBAUM | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $71,000 | $0 | $0 |
| ORAGE QUARLES III | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $66,000 | $0 | $0 |
| PETER S PRICHARD | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 10.00 | $69,000 | $0 | $0 |
| LUCY DALGLISH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 1.00 | $2,750 | $0 | $0 |
| JOSH KIRSCHENBAUM | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $2,750 | $0 | $0 |
| DANIELLE NEUHARTH-KEUSCH | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | TRUSTEE | 5.00 | $2,750 | $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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA MCCORMACK | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | VP OF STRATEGIC OPER | 40.00 | $178,017 | $128,652 | $116,409 |
| CARRIE CHRISTOFFERSEN | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | VP OF ENGAGEMENT & C | 40.00 | $190,204 | $112,219 | $101,670 |
| CATHY TROST | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF ENGAGEMENT OFF | 40.00 | $275,409 | $13,655 | $20,925 |
| PATRICIA RHULE | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | CHIEF CONTENT OFFICE | 40.00 | $221,186 | $22,671 | $2,173 |
| KEVIN GOLDBERG | ||||||||
| 610 WATER STREET SW SUITE 300 | WASHINGTON | DC | 20024 | FIRST AMENDEMENT SPE | 40.00 | $216,300 | $13,026 | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 39 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | |||||
| 800 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | ACTUARY & PROFESSIONAL SERVICES | $1,203,210 |
| GS-PRINCETON FUND LTD CLASS A SERIES I | |||||
| 200 WEST STREET | NEW YORK | NY | 102822198 | INVESTMENT ADVISOR | $934,675 |
| SEQUENTUR LLC | |||||
| 611 S FORT HARRISON AVE SUITE 214 | CLEARWATER | FL | 33756 | IT SUPPORT | $584,610 |
| MARSH USA LLC | |||||
| PO BOX 846015 | DALLAS | TX | 75284 | INSURANCE | $537,377 |
| GS- ADVISORY FUND | |||||
| 200 WEST STREET | NEW YORK | NY | 102822198 | INVESTMENT ADVISOR | $524,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 53 | 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 NEWSEUM, INC. (AN IRC 501 (C)(3)TAX EXEMPT ORGANIZATION) AND NEWSEUM INSITITUTE, INC. (EDUC. INSTITUTION). | Description1Txt |
| Expenses1 | $0 | 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 | $614,708,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,935,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $616,644,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $616,644,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,249,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $607,394,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,369,730 | 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 | $36,058,276 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,058,276 | 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 | $3,603,982 | CurrentYearAmt |
| Year1 | $17,618,628 | Year1Amt |
| Year2 | $1,567,269 | Year2Amt |
| Year3 | $888,245 | Year3Amt |
| Total | $23,678,124 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,063,385 | CurrentYearAmt |
| Year1 | $14,975,834 | Year1Amt |
| Year2 | $1,332,179 | Year2Amt |
| Year3 | $755,008 | Year3Amt |
| Total | $20,126,405 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,058,276 | CurrentYearAmt |
| Year1 | $17,433,985 | Year1Amt |
| Year2 | $25,999,539 | Year2Amt |
| Year3 | $16,361,557 | Year3Amt |
| Total | $95,853,357 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $440,269 | CurrentYearAmt |
| Year1 | $78,000 | Year1Amt |
| Year2 | $60,000 | Year2Amt |
| Year3 | $51,000 | Year3Amt |
| Total | $629,269 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,618,007 | CurrentYearAmt |
| Year1 | $17,355,985 | Year1Amt |
| Year2 | $25,939,539 | Year2Amt |
| Year3 | $16,310,557 | Year3Amt |
| Total | $95,224,088 | 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 | $20,246,487 | CurrentYearAmt |
| Year1 | $20,199,597 | Year1Amt |
| Year2 | $14,565,569 | Year2Amt |
| Year3 | $12,972,246 | Year3Amt |
| Total | $67,983,899 | 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 (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| AGING MATTERS IN BREVARD | |||||||
| 3600 W KING STREET | COCOA | FL | 32926 | PC | TRUSTEE INITIATIVES | $2,500 | |
| AMERICAN JOURNALISM PROJECT | |||||||
| 6218 GEORGIA AVE NW STE 1 599 | WASHINGTON | DC | 20011 | PC | TRUSTEE INITIATIVES | $5,000 | |
| AMI KIDS SPACE COAST INC | |||||||
| 1000 INSPIRATION LANE | MELBOURNE | FL | 32934 | PC | TRUSTEE INITIATIVES | $1,000 | |
| ARENA STAGE | |||||||
| 1101 6TH ST SW | WASHINGTON | DC | 20024 | PC | TRUSTEE INITIATIVES | $5,000 | |
| ATLASTA CATERING SERVICE INC | |||||||
| 428 E THUNDERBIRD ROAD PMB 146 | PHOENIX | AZ | 85022 | SPORTS JOURNALISM INSTITUTE 30TH ANNIVERSARY | $6,739 | ||
| BISHOP DUDLEY HOUSE | |||||||
| 101 N INDIANA AVE | SIOUX FALLS | SD | 57103 | CHURCH | TRUSTEE INITIATIVES | $2,000 | |
| BOYS & GIRLS CLUBS OF CENTRAL FLORIDA | |||||||
| 101 E COLONIAL DR | ORLANDO | FL | 32801 | PC | TRUSTEE INITIATIVES | $7,000 | |
| BREVARD NEIGHBORHOOD DEVELOPMENT INC | |||||||
| 1151 MASTERSON ST | MELBOURNE | FL | 32935 | PC | TRUSTEE INITIATIVES | $1,000 | |
| BROWN UNIVERSITY | |||||||
| 69 BROWN ST BOX 1822 | PROVIDENCE | RI | 02912 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| CASA | |||||||
| 584 CASTRO ST STE 264 | SAN FRANCISCO | CA | 94114 | PC | TRUSTEE INITIATIVES | $2,500 | |
| CASA CHILDREN'S INTERVENTION SERVICES INC | |||||||
| 9384 FORESTWOOD LANE STE C | MANASSAS | VA | 20110 | PC | TRUSTEE INITIATIVES | $25,000 | |
| CASPER COLLEGE | |||||||
| 125 COLLEGE DR | CASPER | WY | 82601 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| CHAPMAN UNIVERSITY | |||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| CHRIST THE KING CHURCH | |||||||
| 1 MCCURDY ROAD | OLD LYME | CT | 06371 | CHURCH | TRUSTEE INITIATIVES | $13,000 | |
| COCOA ROTARY FOUNDATION INC | |||||||
| BOX 560204 | ROCKLEDGE | FL | 32956 | PC | TRUSTEE INITIATIVES | $1,000 | |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| CRAZY HORSE MEMORIAL FOUNDATION | |||||||
| 12151 AVENUE OF THE CHIEFS | CRAZY HORSE | SD | 57730 | PC | TRUSTEE INITIATIVES | $5,000 | |
| DOW JONES NEWS FUND | |||||||
| PO BOX 300 | PRINCETON | NJ | 08543 | POF | TRUSTEE INITIATIVES | $25,000 | |
| DUKE UNIVERSITY | |||||||
| DIVINITY SCHOOL | DURHAM | NC | 27708 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| EAST COAST ZOOLOGICAL SOCIETY OF FLORIDA INC | |||||||
| 8225 N WICKHAM RD | MELBOURNE | FL | 32940 | PC | TRUSTEE INITIATIVES | $10,000 | |
| EMBRY-RIDDLE AERONAUTICAL UNIVERSITY | |||||||
| 1 AEROSPACE BOULEVARD | DAYTONA BEACH | FL | 32114 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| FAMILY PROMISE OF BREVARD INC | |||||||
| PO BOX 562666 | ROCKLEDGE | FL | 32956 | PC | TRUSTEE INITIATIVES | $1,000 | |
| FEEDING SOUTH DAKOTA | |||||||
| 4701 NORTH WESTPORT AVE | SIOUX FALLS | SD | 57107 | PC | TRUSTEE INITIATIVES | $2,000 | |
| FLORIDA SURF FILM FESTIVAL INC | |||||||
| 1414 ART CENTER AVE | NEW SMYRNA BEACH | FL | 32168 | PC | TRUSTEE INITIATIVES | $2,500 | |
| FOOLPROOF FOUNDATION INC | |||||||
| 516 DELANNOY AVE | COCOA | FL | 32922 | PC | GENERAL SUPPORT | $10,000 | |
| FORT TICONDEROGA ASSOCIATION INC | |||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $5,000 | |
| FREEDOM FORUM INSTITUTE INC | |||||||
| 1207 8TH STREET SOUTH | NASHVILLE | TN | 37212 | PC | GENERAL SUPPORT | $376,624 | RELATED ORGANIZATION |
| FRIENDS OF THE CHILDRENS ADVOCACY | |||||||
| 2 SUNTREA PLEACE | ROCKLEDGE | FL | 32955 | PC | TRUSTEE INITIATIVES | $1,000 | |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| HAMLIN SCHOOL | |||||||
| 2120 BROADWAY | SAN FRANCISCO | CA | 94115 | PC | TRUSTEE INITIATIVES | $2,500 | |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | PC | FREE SPIRIT SCHOLARSHIP | $3,000 | |
| HEALTH FIRST FOUNDATION | |||||||
| 3300 S FISKE BLVD | ROCKLEDGE | FL | 32955 | PC | TRUSTEE INITIATIVES | $10,000 | |
| HELEN KELLER INTERNATIONAL | |||||||
| 1 DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | PC | TRUSTEE INITIATIVES | $25,000 | |
| IEA-INSPIRE ENCOURAGE ACHIEVE | |||||||
| 20 N 11TH ST | BEAUMONT | TX | 77702 | PC | GENERAL SUPPORT | $1,000 | |
| INSTITUTE FOR EDUCATION | |||||||
| 4410 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | PC | TRUSTEE INITIATIVES | $15,000 | |
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | |||||||
| 1625 K ST NW 1275 | WASHINGTON | DC | 20006 | PC | 2022 COURAGE IN JOURNALISM AWARDS | $10,000 | |
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | |||||||
| 1625 K STREET NW STE 1275 | WASHINGTON | DC | 20006 | PC | TRUSTEE INITIATIVES | $10,000 | |
| JAMES FOLEY LEGACY FOUNDATION | |||||||
| 200 MARCY STREET STE 102 | PORTSMOUTH | NH | 03801 | PC | TRUSTEE INITIATIVES | $5,000 | |
| KHEMKA ANUJ | |||||||
| 5330 5TH ST NORTH | ARLINGTON | VA | 22203 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| KLUS ELIOT | |||||||
| 2420 N CIRCLE DR | ANN ARBOR | MI | 48103 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| LIBRARY OF VIRGINIA FOUNDATION | |||||||
| 800 EAST BROAD STREET | RICHMOND | VA | 23219 | PC | TRUSTEE INITIATIVES | $5,000 | |
| MIDDLEBURG COMMUNITY CENTER | |||||||
| 300 W WASHINGTON ST | MIDDLEBURG | VA | 20117 | PC | TRUSTEE INITIATIVES | $5,000 | |
| MONTANA STATE UNIVERSITY | |||||||
| 201 MONTANA HALL | BOZEMAN | MT | 59717 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| NATIONAL CONSTITUTION CENTER | |||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 20006 | PC | GENERAL SUPPORT | $25,000 | |
| NC LOCAL NEWS WORKSHOP | |||||||
| 2850 CAMPUS BOX | ELON | NC | 27244 | PC | TRUSTEE INITIATIVES | $5,000 | |
| NEBRASKA WESLEYAN UNIVERSITY | |||||||
| 5000 SAINT PAUL AVE | LINCOLN | NE | 68504 | PC | FREE SPIRIT SCHOLARSHIP | $570 | |
| NEWSEUM INC | |||||||
| 9893 BREWERS CT | LAUREL | MD | 20723 | PC | GENERAL SUPPORT | $567,236 | RELATED ORGANIZATION |
| NORTH CAROLINA MUSEUM OF ART | |||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | PC | TRUSTEE INITIATIVES | $4,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| 1801 HINMAN AVENUE | EVANSTON | IL | 60208 | PC | FREE SPIRIT SCHOLARSHIP | $3,000 | |
| PRINCETON UNIVERSITY | |||||||
| 110 WEST COLLEGE BOX 430 | PRINCETON | NJ | 08544 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| PROMISE INC | |||||||
| 4105 NORFOLK PARKWAY | WEST MELBOURNE | FL | 32904 | PC | TRUSTEE INITIATIVES | $3,500 | |
| PROVIDENCE COLLEGE | |||||||
| 1 CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| REPORTERS' COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| 1156 15TH STREET NW STE 1020 | WASHINGTON | DC | 20005 | PC | TRUSTEE INITIATIVES | $5,000 | |
| SAFE FUTURES | |||||||
| 16 JAY STREET | NEW LONDON | CT | 06320 | PC | TRUSTEE INITIATIVES | $6,000 | |
| SILVER BAY ASSOCIATION | |||||||
| 87 SILVER BAY RD | SILVER BAY | NY | 12974 | PC | TRUSTEE INITIATIVES | $3,000 | |
| 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 398 617 MAIN ST | MIDDLETOWN | CT | 06457 | CHURCH | TRUSTEE INITIATIVES | $6,000 | |
| STANFORD UNIVERSITY | |||||||
| 520 LASUEN MALL OLD UNION 322 | STANDFORD | CA | 94305 | PC | FREE SPIRIT SCHOLARSHIP | $2,000 | |
| SURFSIDE PLAYERS INC | |||||||
| 301 RAMP ROAD | COCOA BEACH | FL | 32931 | PC | TRUSTEE INITIATIVES | $5,000 | |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| THE BANQUET | |||||||
| 900 E 8TH STREET | SIOUX FALLS | SD | 57103 | PC | TRUSTEE INITIATIVES | $2,000 | |
| THE CHILDREN'S HUNGER PROJECT INC | |||||||
| 7817 SHADOWOOD DR | MELBOURNE | FL | 32904 | PC | TRUSTEE INITIATIVES | $1,000 | |
| THE CITADEL MILITARY COLLEGE | |||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 29409 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| THE HUSSMAN SCHOOL OF JOURNALISM AND MEDIA | |||||||
| 313 CARROL HALL BOX 3365 | CHAPEL HILL | NC | 27599 | PC | TRUSTEE INITIATIVES | $5,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| THE SALVATION ARMY | |||||||
| PO BOX 2584 | SIOUX FALLS | SD | 57101 | PC | TRUSTEE INITIATIVES | $2,000 | |
| THE UNIVERSITY OF TEXAS AT DALLAS | |||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 75080 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| TICONDEROGA AREA BACKPACK PROGRAM | |||||||
| 10 TEMPERANCE POINT | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $1,000 | |
| TICONDEROGA MAIN STREET PARTNERSHIP | |||||||
| PO BOX 379 | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $1,000 | |
| TICONDEROGA REVITALIZATION ALLIANCE INC | |||||||
| PO BOX 247 | TICONDEROGA | NY | 12883 | PC | TRUSTEE INITIATIVES | $5,000 | |
| TUFTS UNIVERSITY | |||||||
| DOWLING HALL | MEDFORD | MA | 02155 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNC PRESS | |||||||
| 116 S BOUNDARY ST | CHAPEL HILL | NC | 27514 | PC | TRUSTEE INITIATIVES | $2,500 | |
| UNIVERSITY OF ARKANSAS | |||||||
| 214 ARKANSAS UNION | FAYETTEVILLE | AR | 72701 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF FLORIDA | |||||||
| PO BOX 117300 | GAINESVILLE | FL | 23611 | PC | TRUSTEE INITIATIVES | $5,000 | |
| UNIVERSITY OF GEORGIA | |||||||
| STUDENT ACCOUNTS BUILDING | ATHENS | GA | 30602 | PC | FREE SPIRIT SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF IOWA | |||||||
| 105 JESSUP HALL | IOWA CITY | IA | 52242 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF MARY | |||||||
| 7500 UNIVERSITY DRIVE | BISMARCK | ND | 58504 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF MARYLAND | |||||||
| 1109 LEE BUILDING | COLLEGE PARK | MD | 20742 | PC | FREE SPIRIT SCHOLARSHIP | $2,000 | |
| UNIVERSITY OF NEBRASKA AT OMAHA | |||||||
| 6001 DODGE ST EAB 208 | OMAHA | NE | 68182 | PC | FREE SPIRIT SCHOLARSHIP | $430 | |
| UNIVERSITY OF NORTH CAROLINA-CHAPEL HILL | |||||||
| 300 PETTIGREW HALL | CHAPEL HILL | NC | 27514 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 140 FRANKLIN BUILDING | PHILADELPHIA | PA | 19104 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON ST | SAN FRANCISCO | CA | 94117 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| UNIVERSITY OF SOUTH DAKOTA FOUNDATION | |||||||
| 1110 N DAKOTA STREET | VERMILLION | SD | 57069 | PC | TRUSTEE INITIATIVES | $15,000 | |
| VANDERBILT UNIVERSITY | |||||||
| 2309 WEST END AVE | NASVILLE | TN | 37240 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| VANDERBILT UNIVERSITY SCHOOL OF LAW | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | PC | TRUSTEE INITIATIVES | $5,000 | |
| WASHINGTON PAVILION | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | PC | TRUSTEE INITIATIVES | $2,000 | |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| WHEATON COLLEGE | |||||||
| 501 EAST COLLEGE AVE | WHEATON | IL | 60187 | PC | FREE SPIRIT SCHOLARSHIP | $1,000 | |
| WILLIAM PEACE UNIVERSITY ADVANCEMENT | |||||||
| 15 EAST PEACE STREET | RALEIGH | NC | 27604 | PC | TRUSTEE INITIATIVES | $3,500 | |
| WILLOWTON CHRISTIAN CHURCH | |||||||
| 1763 WILLOWTON ROAD | PRINCETON | WV | 24739 | CHURCH | GENERAL SUPPORT | $1,000 | |
| WOOLY MAMMOTH THEATER | |||||||
| 641 D ST NW | WASHINGTON | DC | 20004 | PC | TRUSTEE INITIATIVES | $5,000 | |
| YMCA OF THE TRIANGLE | |||||||
| 891 CORPORATE CENTER DR STE 200 | RALEIGH | NC | 27607 | PC | TRUSTEE INITIATIVES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,335,099 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FREE SPIRIT SCHOLAR RECIPIENTS | ||||||
| 610 WATER ST SW SUITE 300 | WASHINGTON | DC | 20024 | PC | 48 $1,000 FREE SPIRIT SCHOLARSHIPS | $48,000 |
| NEBRASKA PRESS ASSOCIATION FOUNDATION INC | ||||||
| 845 S STREET | LINCOLN | NE | 68508 | PC | GENERAL SUPPORT | $1,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $49,030 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,990,685 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $388,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,531,244 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| OTHER INCOME | 01 | $29,746 | |
| DEFERRED EXCISE TAX | $955,557 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,878,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $955,557 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,833,717 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | DEFERRED EXCISE TAXES | RelationshipStatementTxt |
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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NEWS CORP | |||||||
| 1 | 1211 AVENUE OF THE AMERICAS | NEW YORK | NY | 100368701 | $75,000 | Yes (X) | |
| SCHWAB CHARITABLE GIFT FUND | |||||||
| 2 | 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 941044151 | $50,000 | Yes (X) | |
| W CURTIS RIDDLE | |||||||
| 3 | 10024 IDLE PINE LANE | ESTERO | FL | 341358104 | $20,000 | Yes (X) | |
| JOHN S AND JAMES L KNIGHT FOUNDATION | |||||||
| 4 | 2850 TIGERTAIL AVE SUITE 600 | MIAMI | FL | 331335346 | $50,000 | Yes (X) | |
| JOHN & PATRICIA KLINGENSTEIN FUND | |||||||
| 5 | 80 8TH AVE | NEW YORK | NY | 100117159 | $10,000 | Yes (X) | |
| SCHWAB CHARITABLE GIFT FUND | |||||||
| 6 | 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 941044151 | $10,000 | Yes (X) | |
| JOHN C LEE IV | |||||||
| 7 | PO BOX 154 | PHILOMONT | VA | 201310154 | $29,699 | Yes (X) | |
| SCHWAB CHARITABLE GIFT FUND | |||||||
| 8 | 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 941044151 | $8,000 | Yes (X) | |
| BETTE BAO LORD | |||||||
| 9 | 740 PARK AVENUE | NEW YORK | NY | 100214251 | $7,875 | Yes (X) | |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| 10 | PO BOX 55158 | BOSTON | MA | 022055158 | $5,600 | Yes (X) | |
| ALAN PERKINS | |||||||
| 11 | 550 N ST SW APT S301 | WASHINGTON | DC | 200244568 | $5,000 | Yes (X) | |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION | |||||||
| 12 | 2 TOWER PL | ALBANY | NY | 122033735 | $5,000 | Yes (X) | |
| R DAVID EDELMAN | |||||||
| 13 | 4112 40TH PL N | ARLINGTON | VA | 22207 | $5,000 | Yes (X) | |
| GARTNER FAMILY FOUNDATION | |||||||
| 14 | 100 MARKET STREET UNIT 515 | DES MOINES | IA | 503094766 | $5,000 | Yes (X) | |
| BRENT W JONES | |||||||
| 15 | 1839 MAGNOLIA FRUIT DRIVE | POTOMAC SHORES | VA | 220262826 | $5,000 | Yes (X) | |
| JAN NEUHARTH | |||||||
| 16 | 800 W WASHINGTON ST | MIDDLEBURG | VA | 20117 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 7 | ContributorNum |
| Noncash Property | 290 SHARES OF ATLANTIC UNION BANKSHARES $9,944 08/01/22IN KIND DONATION $19,755 09/24/22 | NoncashPropertyDesc |
| Fair Market Value | $29,699 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $234,650 | Amt |
| Net Investment Income | $11,733 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,733 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $233,106 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTROLLED ORGANIZATION | IdentifierTxt |
| Form And Line Reference | 990PF, PART VI-A, QUESTION 11 | FormAndLineReferenceDesc |
| Medium Explanation | NEWSEUM RESIDENCES, LLC610 WATER ST, SW SUITE 300WASHINGTON, DC 20024EIN 20-8680315THIS ENTITY IS A SINGLE MEMBER LLC OWNED BY THE FOUNDATION AND ALL ACITIVITY IS REPORTED ON THE RETURN. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,551,514 | EOYBookValueAmt |
| EOYFMV | $25,551,514 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $214,403,832 | EOYBookValueAmt |
| EOYFMV | $214,403,832 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $77,509,167 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $77,509,167 | 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 | $236,819,489 | BookValueAmt |
| EOYFMV | $236,819,489 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $875,606 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $895,069 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISCELLANEOUS ASSETS | $2,988,528 | $2,967,425 | $2,967,425 |
| DIVIDENDS RECEIVABLE | $103,776 | $262,435 | $262,435 |
| DUE FROM AFFILIATE | $33,899,755 | $0 | $0 |
| SECURITY DEPOSIT | $114,209 | $0 | $0 |
| CONTRIBUTED LEASE | $3,550,000 | $3,350,000 | $3,350,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $91,415,592 |
| LOSS ON UNCOLLECTIBLE PLEDGE | $715 |
| LOSS ON PENSION TERMINATION | $26,571,422 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EQUIPMENT EXPENSES | $796,001 | $0 | $0 | $840,287 |
| OFFICE EXPENSE | $112,704 | $0 | $0 | $53,120 |
| MARKETING EXPENSE | $125,371 | $0 | $0 | $118,176 |
| COPYRIGHT & LICENSE FEES | $698 | $0 | $0 | $73 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENT OFF SHORE | $72,867 | $72,867 | |
| OTHER INCOME | $29,746 | $29,746 | $29,746 |
| DEFERRED EXCISE TAX | $955,557 | $955,557 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN ADDITIONAL PENSION LIABILITY | $23,996,090 |
| TRANSFER FROM AFFILIATE, NEWSEUM RESIDENCES, LLC EIN 20-8680315 | $37,762,945 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $955,557 | $0 |
| MARGIN PAYABLE | $76,869,299 | $52,016,931 |
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 | $1,953,584 | $0 | $0 | $1,881,916 |
| INVESTMENT FEES | $4,126,077 | $2,406,755 | $2,406,755 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE AND DEFERRED TAXES | CategoryTxt |
| Amt | $222,655 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,000 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWSEUM RESIDENCES LLC | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| EIN | 208680315 | EIN |
| Desc | THIS ENTITY IS A SMLLC WHOLLY OWNED BY THE FOUNDATION AND ALL ACTIVITY IS REPORTED ON THE RETURN. | Desc |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,762,945 | TotalAmt |