FREEDOM FORUM INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM FORUM INC (EIN 54-1604427)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2014-11-26
- IRS object ID
- 201413309349100301
- Schema version
- 2011v1.5
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- 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) |
|---|---|---|
| Timestamp | 2014-11-26T10:01:59-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2010 CORPORATE RIDGE SUITE 400 | AddressLine1 |
| City | MCLEAN | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541604427 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Freedom Forum Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % FREEDOM FORUM INC | InCareOfName |
| Name Control | FREE | NameControl |
| Phone | 2022926100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 PENNSYLVANIA AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICOLE F MANDEVILLE | Name |
| Title | CFO | Title |
| Phone | 2022926230 | Phone |
| Date Signed | 2014-11-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Frank Giardini | Name |
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 797729314 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3645443 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3645443 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3645443 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 492138 | GrossRentsRevAndExpnss |
| Gross Rents Adj Net Incm | 488138 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 492138 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 3567654 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5579074 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3569986 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 3569986 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 485904 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 110711 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 8191139 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7215429 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7814278 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1855990 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 150079 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 154249 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1701741 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 3050562 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 28876 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 29679 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 3025150 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2259768 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 11060 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 11367 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2246448 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 871267 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 743078 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 245241 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11931 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 12262 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 214627 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5535114 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4763563 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 4763563 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 777812 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 1695151 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 1744748 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 302242 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 136380 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 4369553 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 1137532 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 74117 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 76176 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 826392 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 811829 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 62979 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 64729 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 735999 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 226192 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 210612 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 395208 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 397422 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22755649 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5102605 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 5112025 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12760409 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32191086 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32140086 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54946735 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5102605 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 5112025 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44900495 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -46755596 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2112824 | NetInvestmentIncome |
| Adjusted Net Income | 2702253 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 423200 | CashBOY |
| Cash EOY | 123986 | CashEOY |
| Cash EOYFMV | 123986 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4857243 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6948200 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6948200 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 107430 | AccountsReceivable |
| Accounts Receivable BOY | 18997 | AccountsReceivableBOY |
| Accounts Receivable EOY | 107430 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 107430 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 7661891 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 4096413 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 4096413 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 6996970 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9035781 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 10236291 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 278954086 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 237851758 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 223083849 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 57031111 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 34999744 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 34229896 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 30644578 | InvestmentsOtherBOY |
| Investments Other EOY | 60392013 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 82583852 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 492482820 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 62359338 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 444936039 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 430123482 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 430123482 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 4602480 | OtherAssetsBOY |
| Other Assets EOY | 6195915 | OtherAssetsEOY |
| Other Assets EOYFMV | 6195915 | OtherAssetsEOYFMV |
| Total Assets BOY | 836126595 | TotalAssetsBOY |
| Total Assets EOY | 789874722 | TotalAssetsEOY |
| Total Assets EOYFMV | 797729314 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 40062414 | AccountsPayableBOY |
| Accounts Payable EOY | 79610050 | AccountsPayableEOY |
| Grants Payable BOY | 1066500 | GrantsPayableBOY |
| Grants Payable EOY | 1112500 | GrantsPayableEOY |
| Mortgages And Notes Payable BOY | 365243725 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 236075000 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 30921978 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 99369056 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 437294617 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 416166606 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 398831978 | UnrestrictedBOY |
| Unrestricted EOY | 373708116 | UnrestrictedEOY |
| Total Net Assets BOY | 398831978 | TotalNetAssetsBOY |
| Total Net Assets EOY | 373708116 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 836126595 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 789874722 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 398831978 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -46755596 | ExcessOfRevenueOverExpenses |
| Other Increases | 52680758 | OtherIncreases |
| Subtotal | 404757140 | Subtotal |
| Other Decreases | 31049024 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 373708116 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|
| INVESTMENT ACCOUNT | 135252 | 135252 | 135252 | |
| BROKERAGE | 0 | -1974136 | -1974136 | 1974136 |
| CORE HIGH QUALITY | 449550 | 449550 | 449550 | |
| LARGE CAP | 531995 | 531995 | 531995 | |
| SOUNDSHORE | 1235426 | 1235426 | 1235426 | |
| DELAWARE | 1821010 | 1821010 | 1821010 | |
| LARGE CAP GROWTH | 249104 | 249104 | 249104 | |
| LORD, ABBET & CO., - NON US | -34952 | -34952 | 34952 | |
| NEUBERGER GERMAN: LCG | 1011682 | 1011682 | 1011682 | |
| MARGIN | 145055 | 145055 | 145055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3569986 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 3569986 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 58008849 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 401093199 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.144627 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 74935984 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 354192378 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.211569 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 97441559 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 465796815 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.209193 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 184220811 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 626523012 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.294037 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 153912864 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 598194885 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.257296 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.116722 | TotalDistributionRatio |
| Average Distribution Ratio | 0.223344 | AverageDistributionRatio |
| Net Noncharitable Assets | 426226899 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 95195221 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21128 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 95216349 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 46204772 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 42256 | InvestmentIncomeExciseTax |
| Subtotal | 42256 | Subtotal |
| Tax Based On Investment Income | 42256 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 27618 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 493 | PenaltyForUnderpayment |
| Tax Due | 15131 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DC | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| States Filed With | TN | StatesFiledWith |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.FREEDOMFORUM.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEDOM FORUM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2022926100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 PENNSYLVANIA AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (19 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES L OVERBY | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | CHAIRMAN/CEO/TRUSTEE | 40.0 | 382821 | 221997 | 125035 |
| NICOLE F MANDEVILLE | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP FINANCE | 40.0 | 280139 | 59350 | 21520 |
| PAMELA GALLOWAY TABB | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP CONFERENCES | 10.0 | 0 | ||
| KEN PAULSON | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | PRESIDENT/CEO FIRST ADMEND CTR | 40.0 | 367821 | 190520 | 60539 |
| SUSAN BENNETT | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP EXHIBITS | 40.0 | 185785 | 60974 | 18171 |
| EUGENE POWELL | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP FIRST AMENDMENT CENTER | 40.0 | 175411 | 28975 | 7367 |
| JOHN MARSH | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | PRESIDENT/COO DIVERSITY INST | 10.0 | 0 | ||
| JAMES UPDIKE | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP Technology | 10.0 | 0 | ||
| MALCOLM KIRSCHENBAUM | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 66504 | 696 | |
| H WILBERT NORTON JR | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 34504 | ||
| PETER PRICHARD | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 62500 | 5684 | |
| ORAGE QUARLES III | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 0 | 0 | ||
| JUDY WOODRUFF | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 12000 | ||
| JAN NEUHARTH | ||||||||
| 555 Pennsylvania Avenue | Washington | DC | 20001 | Trustee | 10.0 | 50500 | 885 | |
| BRUCE DOEG | ||||||||
| 555 PENNSYVLANIA AVENUE NW | WASHINGTON | DC | 20001 | ASSISTANT SECRETARY | 0 | 0 | ||
| HOWARD BAKER | ||||||||
| 555 PENNSYVLANIA AVENUE NW | WASHINGTON | DC | 20001 | SECRETARY/TRUSTEE | 0 | 0 | ||
| MICHAEL COLEMAN | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 41004 | 526 | |
| JAMES C DUFF | ||||||||
| 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | PRESIDENT/CEO | 40.0 | 181501 | 1409056 | 7653 |
| BETTE BAO LORD | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 15500 | ||
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (5 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| ALLEN H NEUHARTH | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | FOUNDER | 40.0 | 225000 | 97845 | 289677 |
| JOHN SEIGENTHALER | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | FDR FIRST AMEND CTR | 40.0 | 200000 | 55034 | 84382 |
| JOHN QUINN | 555 PENNYSLVANIA AVE NW | WASHINGTON | DC | 20001 | ADVISOR | 40.0 | 150000 | 13680 | 121200 |
| CHARLES HAYNES | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | SENIOR SCHOLAR | 40.0 | 133222 | 31758 | |
| BRIAN BUCHANAN | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | MANAGING ED ONLINE | 40.0 | 133260 | 20555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 21 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| GS PRINCETON FUND LTD | |||||
| 701 MT LUCAS ROAD | PRINCETON | NJ | 08540 | INVESTMENT ADVISOR | 979143 |
| TOWERS WATSON | |||||
| 901 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | ACTUARIES | 265949 |
| DLA PIPER | |||||
| 11911 FREEDOM DRIVE SUITE 300 | RESTON | VA | 20190 | PROFESSIONAL SERVICE | 616377 |
| GOLDMAN SACHS INVESTMENT PTNRS OFFSHORE | |||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | INVESTMENT ADVISOR | 536864 |
| JAMES G DAVIS CONSTRUCTION CORPORATION | |||||
| 12530 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | CONSTRUCTION SVCS | 754284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 50 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FIRST AMENDMENT CENTER: A FORUM FOR THE STUDY AND EXPLORATION OF FREE EXPRESSION ISSUES, INCLUDING FREEDOM OF SPEECH, PRESS, RELIGION, ASSEMBLY, AND PETITION OF GOV'T. | Description1 |
| Expenses1 | 3295495 | Expenses1 |
| Description2 | FREE SPIRIT: AWARD AND SCHOLARSHIP PROGRAM THAT ALSO INCLUDES AN ANNUAL CONFERENCE RELATED TO JOURNALISM ISSUES. | Description2 |
| Expenses2 | 255951 | Expenses2 |
| Description3 | PROGRAM GRANTS: GRANTS ARE AWARDED IN AREAS CONSISTENT WITH THE MISSION OF THE FREEDOM FORUM, INC. AND ITS AFFILIATES, INCLUDING ALLOWING GRANTS TO CHARITABLE INSTITUTIONS | Description3 |
| Expenses3 | 206350 | Expenses3 |
| Description4 | EXPENDITURES MADE TO ADVANCE AND MAINTAIN THE OPERATIONS AND OPERATIONAL ASSETS OF NEWSEUM, INC ((AN IRC 501(C)(3) PUBLIC CHARITY MUSEUM) AND DIVERSITY INC (EDUCATIONAL INSTITUTION) | Description4 |
| Expenses4 | 31933736 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 395561218 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 210730 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 97635659 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 493407607 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 60689943 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 432717664 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6490765 | CashDeemedCharitable |
| Net Noncharitable Assets | 426226899 | NetNoncharitableAssets |
| Minimum Investment Return | 21311345 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44900495 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 1304277 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 46204772 | QualifyingDistributions |
| Adj Qualifying Distributions | 46204772 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1992-01-30 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2107761 | CurrentYear |
| Year1 | 1015190 | Year1 |
| Year2 | 1275563 | Year2 |
| Year3 | 1406573 | Year3 |
| Total | 5805087 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1791597 | CurrentYear |
| Year1 | 862912 | Year1 |
| Year2 | 1084229 | Year2 |
| Year3 | 1195587 | Year3 |
| Total | 4934325 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 46204772 | CurrentYear |
| Year1 | 58008849 | Year1 |
| Year2 | 74943786 | Year2 |
| Year3 | 97443083 | Year3 |
| Total | 276600490 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Distri Not Used Directly | QlfyDistriNotUsedDirectly |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 46204772 | CurrentYear |
| Year1 | 58008849 | Year1 |
| Year2 | 74943786 | Year2 |
| Year3 | 97443083 | Year3 |
| Total | 276600490 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 797729314 | CurrentYear |
| Year1 | 867021671 | Year1 |
| Year2 | 858728520 | Year2 |
| Year3 | 836671904 | Year3 |
| Total | 3360151409 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 14496585 | CurrentYear |
| Year1 | 13369774 | Year1 |
| Year2 | 11806413 | Year2 |
| Year3 | 15526561 | Year3 |
| Total | 55199333 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (77 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Pennsylvania Quarter Neighborhood Assoc | |||||||
| 401 Ninth Street NW | Washington | DC | 20004 | UNRELATED | Expenditure Responsi | Washington/General Grants | $1,000 |
| Newseum Inc | |||||||
| 555 Pennsylvania Avenue NW | Washington | DC | 20001 | Related Organization | Charitable Org | General Support | $30,054,979 |
| The Freedom Forum Diversity Institute Inc | |||||||
| 1207 18th Street South | Nashville | TN | 37212 | Related Organization | Charitable Org | General Support | $1,878,757 |
| Greater Washington Board Trade | |||||||
| 1725 I Street NW Suite 200 | Washington | DC | 20006 | UNRELATED | Expenditure Responsi | Washington/General Grants | $2,500 |
| Supreme Court Historical Society | |||||||
| 224 EAST CAPITOL STREET NE | WASHINGTON | DC | 20003 | UNRELATED | Expenditure Responsi | Washington/General Grants | $54,500 |
| Horatio Alger Assocof Distinguished Americans | |||||||
| 99 Canal Center Plaza Ste 320 | Alexandria | VA | 22314 | Unrelated | 501(c)(3) | Grant - Tables | $4,200 |
| Nashville Public Library Foundation | |||||||
| 615 Church Street | Nashville | TN | 37219 | Unrelated | 501(c)(6) | Grant - Tables | $4,150 |
| Neighborhood Health Clinic | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,000 |
| Ticonderoga Emergency Squad Inc | |||||||
| PO Box 265 | Ticonderoga | NY | 12883 | Unrelated | 501(C)(3) | Trustee Initiatives | $1,000 |
| Brevard Library Foundation | |||||||
| 219 Indian River Drive | Cocoa | FL | 32922 | Unrelated | Code 1 Group Exempti | Trustee Initiatives | $1,000 |
| Reaching Out of Brevard | |||||||
| PO Box 410488 | Melbourne | FL | 32941 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Fort Ticonderoga Association Inc | |||||||
| Fort Road Box 390 | Ticonderoga | NY | 12883 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Health First Foundation Inc | |||||||
| 3300 Fiske Blvd | Rockledge | FL | 32955 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,500 |
| Prevent of Brevard Inc | |||||||
| 1948 Pineapple Ave | Melbourne | FL | 32935 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,500 |
| Brevard Schools Foundation Inc | |||||||
| 2700 Judge Fran Jamieson Way | Viera | FL | 32940 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Brevard Zoo | |||||||
| 8225 N Wickham Road | Melbourne | FL | 32940 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Health First Foundation Inc | |||||||
| 3300 Fiske Blvd | Rockledge | FL | 32955 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Boys & Girls Club of Central Florida Inc | |||||||
| PO Box 2987 | Orlando | FL | 32802 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Devereux Foundation | |||||||
| 5850 TG Lee Blvd Suite 400 | Orlando | FL | 32822 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Brevard Neighborhood Development Coalition | |||||||
| 1151 Masterson Street | Melbourne | FL | 32935 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| First Baptist Church of Cocoa Beach | |||||||
| 830 S Atlantic Ave | Cocoa Beach | FL | 32931 | Unrelated | Code 1 Group Exempti | Trustee Initiatives | $1,000 |
| Florida Institute of Technology | |||||||
| 150 West University Boulevard | Melbourne | FL | 32901 | Unrelated | 501 (c)(3) | Trustee Initiatives | $1,000 |
| Health First Foundation Inc | |||||||
| 3300 Fiske Blvd | Rockledge | FL | 32955 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Jewish National Fund | |||||||
| 981 Paddington Terrace | Heathrow | FL | 32746 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Brevard Reaching Out Inc | |||||||
| 1 Gannett Plaza | Melbourne | FL | 32940 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Freedom House Inc | |||||||
| 1301 Connecticut Avenue NW | Washington | DC | 20036 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Freedom House Inc | |||||||
| 1301 Connecticut Avenue NW | Washington | DC | 20036 | Unrelated | 501(c)(3) | Trustee Initiatives | $5,000 |
| Central Park Conservancy Inc | |||||||
| 14 East 60th Street 8th Floor | New York | NY | 10022 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,500 |
| New York Public Library | |||||||
| 476 Fifth Avenue | New York | NY | 10138 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Holy Trinity Episcopal Academy | |||||||
| 5625 Holy Trinity Drive | Melbourne | FL | 32940 | Unrelated | Church | Trustee Initiatives | $2,000 |
| Maxwell C King Center Performing Arts | |||||||
| 1519 Clearlake Road | Cocoa Beach | FL | 32922 | Unrelated | 501(c)(3) | Trustee Initiatives | $3,000 |
| Brevard Zoo | |||||||
| 8225 N Wickham Road | Melbourne | FL | 32940 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| American Legion at Fred Weller Post #186 | |||||||
| 717 7th Steet PO Box 85 | Eureka | SD | 57437 | Unrelated | 501(c)(19) | Trustee Initiatives | $1,000 |
| Florida Institute of Technology | |||||||
| 150 West University Boulevard | Melbourne | FL | 32901 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,000 |
| Home at Last Adoption Agency Inc | |||||||
| 1727 N Atlantic Avenue | Cocoa Beach | FL | 32931 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,000 |
| Eureka Community Development Company Inc | |||||||
| PO Box 134 1705 J Ave | Eureka | SD | 57437 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Eureka VFW Post 5126 | |||||||
| PO Box 762 | Eureka | SD | 57437 | Unrelated | 501(c)(19) | Trustee Initiatives | $1,000 |
| Mayo Clinic Annual Giving Recognition Society | |||||||
| 4500 San Pablo Road | Jacksonville | FL | 32224 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| South Dakota Emergency Medical Technicians Assoc | |||||||
| 7117 W 56th St Apt 62 | Sioux Falls | SD | 57106 | Unrelated | 501(c)(6) | Trustee Initiatives | $1,000 |
| Health First Foundation Inc | |||||||
| 3300 Fiske Blvd | Rockledge | FL | 32955 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Reaching Out of Brevard | |||||||
| PO Box 410488 | Melbourne | FL | 32941 | Unrelated | 501()(3) | Trustee Initiatives | $2,500 |
| Virginia Tech Foundation Inc | |||||||
| PO Box 1938 | Leesburg | VA | 20177 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Library of Virginia Foundation | |||||||
| 800 East Broad Street | Richmond | VA | 23219 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Great Meadow Foundation | |||||||
| 5089 Old Tavern Road | The Plains | VA | 20198 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Middleburg Community Center | |||||||
| PO Box 265 | Middleburg | VA | 20118 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| United States Equestrian Team Inc | |||||||
| PO Box 355 | Gladstone | NJ | 07934 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Vanderbilt University School of Law | |||||||
| VU Station B 357727 | Nashville | TN | 37235 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| The George C Marshall International Center | |||||||
| 217 Edwards Ferry Road | Leesburg | VA | 20176 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| University of Mississippi Foundation | |||||||
| PO Box 1848 | University | MS | 38677 | Unrelated | 501(c)(3) | Trustee Initiatives | $10,000 |
| Horatio Alger Assoc of Distinguished Americans | |||||||
| 99 Canal Center Plaza Suite 320 | Alexandria | VA | 22314 | Unrelated | 501(c)(3) | Trustee Initiatives | $5,000 |
| Mississippi Association of Partners in Education | |||||||
| PO Box 2803 | Madison | MS | 39130 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| The Hermitage | |||||||
| 4580 Rachels Lane | Nashville | TN | 37076 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Humanities Tennessee | |||||||
| 306 Gay Street Suite 306 | Nashville | TN | 37201 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Duke University | |||||||
| PO Box 90581 | Durham | NC | 27708 | Unrelated | 501(c)(3) | Trustee Initiatives | $5,000 |
| The Next Door | |||||||
| PO Box 23336 | Nashville | TN | 37202 | Unrelated | 501(c)(3) | Trustee Initiatives | $3,000 |
| University of Mississippi Foundation | |||||||
| PO Box 1848 | University | MS | 38677 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Essex Library Association | |||||||
| 33 West Avenue | Essex | CT | 06426 | Unrelated | 501(c)(3) | Trustee Initiatives | $5,000 |
| Essex Land Trust | |||||||
| PO Box 373 | Essex | CT | 06426 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Connecticut River Foundation at Steamboat Dock | |||||||
| 67 Main Street | Essex | CT | 06426 | Unrelated | 501(c)(3) | Trustee Initiatives | $4,000 |
| Carolina Ballet Inc | |||||||
| 3401-131 Atlantic Avenue | Raleigh | NC | 27604 | Unrelated | 501(c)(3) | Trustee Initiatives | $3,000 |
| Helping Hand Mission Inc | |||||||
| 623 Rock Quarry Road | Raleigh | NC | 27610 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| YMCA of the Triangle Association Resource Center | |||||||
| 801 Corporate Center Drive Suite 2 | Raleigh | NC | 27607 | Unrelated | 501(c)(3) | Trustee Initiatives | $4,500 |
| Carolina Preservation & Band Society | |||||||
| PO Box 487 | Carolina | RI | 02812 | Unrelated | 501(c)(3) | Trustee Initiatives | $5,000 |
| Carolina Preservation & Band Soceity | |||||||
| PO Box 487 | Carolina | RI | 02812 | Unrelated | 501(c)(3) | Trustee Initiatives | $5,000 |
| The Next Door | |||||||
| PO Box 23336 | Nashville | TN | 37202 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Country Music Foundation Inc | |||||||
| 222 Fifth Avenue South | Nashville | TN | 37203 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| Meharry Medical College | |||||||
| 1005 Dr DB Todd Blvd | Nashville | TN | 37208 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| National Museum of African American Music | |||||||
| 1900 Church Street Suite 200 | Nashville | TN | 37203 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,500 |
| American Baptist College | |||||||
| 1800 Baptist Wood Center Drive | Nashville | TN | 37207 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,500 |
| Chesapeake Bay Foundation | |||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Edmund Burke School | |||||||
| 4101 Connecticut Avenue NW | Washington | DC | 20008 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Spina Bifida Association of America | |||||||
| 4590 MacArthur Alvd NW Suite 250 | Washington | DC | 20007 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| WETA TV 26909 FM | |||||||
| 2775 S Quincy St | Arlington | VA | 22206 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,000 |
| Washington Center for Politics & Journalism | |||||||
| PO Box 15239 | Washington | DC | 20003 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Target Community & Educational Services Inc | |||||||
| 111 Stoner Avenue | Westminster | MD | 21157 | Unrelated | 501(c)(3) | Trustee Initiatives | $2,000 |
| National Family Caregivers Association | |||||||
| 10400 Connecticut Avenue Suite 50 | Kensington | MD | 20895 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Samaritan Ministry of Greater Washington | |||||||
| 1516 Hamilton St NW | Washington | DC | 20011 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32140086 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Free Spirit Scholar Recipients | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 PENNSYLVANIA AVENUE NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Unrelated | RecipientRelationship |
| Purpose Of Grant Or Contribution | 50 $1,000 Free Spirit Scholarships | PurposeOfGrantOrContribution |
| Amount | $51,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 51000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIRST AMENDMENT CENTER ACTIVITY REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Related Or Exempt Function Income | 101679 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,645,443 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $492,138 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,567,654 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|
| DEFERRED EXCISE TAX CREDIT | 372693 |
| OTHER INCOME | 11532 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,705,235 | ExclusionAmount |
| Related Or Exempt Function Income | 485904 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8191139 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 11B | REVENUE GENERATED THROUGH THE CONDUCT OF FREEDOM FORUM'S DIRECT CHARITABLE ACTIVITIES WHICH ARE RELATED TO ITS EXEMPT PURPOSE PURSUANT TO IRC SECTION 501(C)(3) |
| 11C | INCOME RELATED TO 401K FORFEITURES AND LEASE BUYOUT |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $245,241 | Amount |
| Net Investment Income | 11931 | NetInvestmentIncome |
| Adjusted Net Income | 12262 | AdjustedNetIncome |
| Disbursements Charitable Prps | 214627 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| ExplanationExplanation |
|---|
| PAMELA GALLOWAY TABB |
| MS. GALLOWAY-TABB IS AN EMPLOYEE OF NEWSEUM, INC. |
| JOHN MARSH |
| MR. MARSH IS AN EMPLOYEE OF DIVERSITY INSTITUTE. |
| JAMES UPDIKE |
| MR. UPDIKE IS AN EMPLOYEE OF NEWSEUM, INC. |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $871,267 | Amount |
| Disbursements Charitable Prps | 743078 | DisbursementsCharitablePrps |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Mortgage | $236,075,000 | TotalMortgageAmount |
Note Payable NotePayable
Lenders Name LendersName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | BONDS NOTE PAYABLE | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 236075000 | BalanceDue |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (5 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | 973485 | 1003436 | 1003436 |
| INVESTMENT IN LIFE INS. POLICY | 2421416 | 2675457 | 2675457 |
| MISCELLANEOUS ASSETS | 788496 | 2193397 | 2193397 |
| INVESTMENT IN ARTWORK | 273386 | 273386 | 273386 |
| FUNDS HELD WITH TRUSTEE | 145697 | 50239 | 50239 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SWAP | $20,393,273 |
| CHANGE IN PENSION LIABILITY | $10,655,751 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| OFFICE EXPENSES | 328522 | 329279 |
| EQUIPMENT EXPENSES | 54111 | 55320 |
| ADVERTISING & PROMOTION | 11894 | 11894 |
| A/V PRODUCTION | 681 | 929 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| OTHER INCOME | 11532 | 11532 |
| DEFERRED EXCISE TAX | 372693 | |
| PROGRAM INCOME | 101679 | 99179 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $3,026,069 |
| ADMINISTRATIVE COST ALLOCATIONS | $9,624,932 |
| DISCOUNT ON BOND CANCELLATION | $24,276,513 |
| INTEREST RATE SWAP TERMINATION AGREEMENT | $15,753,244 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| ESCHEAT LIABILITY | 192526 | 210573 |
| MARGIN PAYABLE | 79508225 | |
| DUE FROM AFFILIATES | 30145291 | 19246550 |
| FEDERAL EXCISE TAXES PAYABLE | 584161 | 245955 |
| CURRENT UBIT PAYABLE | 157753 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| CONSULTING FEES | $768,999 | 739824 | ||
| TRAINING PROFESSIONAL FEES | $2,552 | 2552 | ||
| INVESTMENT MANAGEMENT FEES | $4,763,563 | 35436 | 4763563 | 4763563 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| PERSONAL PROPERTY TAX | $92,808 | 92808 |
| TAXES - G&A GENERAL | $25,832 | |
| FEDERAL EXCISE TAX | $25,849 | 43572 |
| CURRENT UBIT TAX | $157,753 |