2014-11-26T10:01:59-06:00 2011-12-31 Grant Thornton LLP 2010 CORPORATE RIDGE SUITE 400 MCLEAN VA 22102 990PF 2011-01-01 541604427 The Freedom Forum Inc % FREEDOM FORUM INC FREE 2022926100 555 PENNSYLVANIA AVENUE NW WASHINGTON DC 20001 NICOLE F MANDEVILLE 2022926230 2014-11-25 true Frank Giardini 2155614200 2011 2016-02-25 16:41:14Z X X 797729314 X 0 3645443 3645443 3645443 492138 488138 492138 3567654 5579074 3569986 3569986 485904 110711 8191139 7215429 7814278 1855990 150079 154249 1701741 3050562 28876 29679 3025150 2259768 11060 11367 2246448 871267 0 0 743078 245241 11931 12262 214627 5535114 4763563 4763563 777812 1695151 1744748 302242 136380 4369553 1137532 74117 76176 826392 811829 62979 64729 735999 226192 210612 395208 397422 22755649 5102605 5112025 12760409 32191086 32140086 54946735 5102605 5112025 44900495 -46755596 2112824 2702253 423200 123986 123986 4857243 6948200 6948200 107430 18997 107430 107430 7661891 4096413 4096413 6996970 9035781 10236291 278954086 237851758 223083849 57031111 34999744 34229896 30644578 60392013 82583852 492482820 62359338 444936039 430123482 430123482 4602480 6195915 6195915 836126595 789874722 797729314 40062414 79610050 1066500 1112500 365243725 236075000 30921978 99369056 437294617 416166606 X 398831978 373708116 398831978 373708116 836126595 789874722 398831978 -46755596 52680758 404757140 31049024 373708116 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., - 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AND ITS AFFILIATES, INCLUDING ALLOWING GRANTS TO CHARITABLE INSTITUTIONS 206350 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) 31933736 NONE 395561218 210730 97635659 493407607 60689943 432717664 6490765 426226899 21311345 X 44900495 0 1304277 0 0 46204772 46204772 1992-01-30 X 2107761 1015190 1275563 1406573 5805087 1791597 862912 1084229 1195587 4934325 46204772 58008849 74943786 97443083 276600490 46204772 58008849 74943786 97443083 276600490 797729314 867021671 858728520 836671904 3360151409 0 14496585 13369774 11806413 15526561 55199333 0 0 0 0 NONE NONE X Pennsylvania Quarter Neighborhood Assoc 401 Ninth Street NW Washington DC 20004 UNRELATED Expenditure Responsi Washington/General Grants 1000 Newseum Inc 555 Pennsylvania Avenue NW Washington DC 20001 Related Organization Charitable Org General Support 30054979 The Freedom Forum Diversity Institute Inc 1207 18th Street South Nashville TN 37212 Related Organization Charitable Org General Support 1878757 Greater Washington Board Trade 1725 I Street NW Suite 200 Washington DC 20006 UNRELATED Expenditure Responsi Washington/General Grants 2500 Supreme Court Historical Society 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 UNRELATED Expenditure Responsi Washington/General Grants 54500 Horatio Alger Assocof Distinguished Americans 99 Canal Center Plaza Ste 320 Alexandria VA 22314 Unrelated 501(c)(3) Grant - Tables 4200 Nashville Public Library Foundation 615 Church Street Nashville TN 37219 Unrelated 501(c)(6) Grant - Tables 4150 Neighborhood Health Clinic 121 Goodlette Road North Naples FL 34102 Unrelated 501(c)(3) Trustee Initiatives 2000 Ticonderoga Emergency Squad Inc PO Box 265 Ticonderoga NY 12883 Unrelated 501(C)(3) Trustee Initiatives 1000 Brevard Library Foundation 219 Indian River Drive Cocoa FL 32922 Unrelated Code 1 Group Exempti Trustee Initiatives 1000 Reaching Out of Brevard PO Box 410488 Melbourne FL 32941 Unrelated 501(c)(3) Trustee Initiatives 1000 Fort Ticonderoga Association Inc Fort Road Box 390 Ticonderoga NY 12883 Unrelated 501(c)(3) Trustee Initiatives 1000 Health First Foundation Inc 3300 Fiske Blvd Rockledge FL 32955 Unrelated 501(c)(3) Trustee Initiatives 1500 Prevent of Brevard Inc 1948 Pineapple Ave Melbourne FL 32935 Unrelated 501(c)(3) Trustee Initiatives 1500 Brevard Schools Foundation Inc 2700 Judge Fran Jamieson Way Viera FL 32940 Unrelated 501(c)(3) Trustee Initiatives 1000 Brevard Zoo 8225 N Wickham Road Melbourne FL 32940 Unrelated 501(c)(3) Trustee Initiatives 1000 Health First Foundation Inc 3300 Fiske Blvd Rockledge FL 32955 Unrelated 501(c)(3) Trustee Initiatives 1000 Boys & Girls Club of Central Florida Inc PO Box 2987 Orlando FL 32802 Unrelated 501(c)(3) Trustee Initiatives 1000 Devereux Foundation 5850 TG Lee Blvd Suite 400 Orlando FL 32822 Unrelated 501(c)(3) Trustee Initiatives 1000 Brevard Neighborhood Development Coalition 1151 Masterson Street Melbourne FL 32935 Unrelated 501(c)(3) Trustee Initiatives 1000 First Baptist Church of Cocoa Beach 830 S Atlantic Ave Cocoa Beach FL 32931 Unrelated Code 1 Group Exempti Trustee Initiatives 1000 Florida Institute of Technology 150 West University Boulevard Melbourne FL 32901 Unrelated 501 (c)(3) Trustee Initiatives 1000 Health First Foundation Inc 3300 Fiske Blvd Rockledge FL 32955 Unrelated 501(c)(3) Trustee Initiatives 1000 Jewish National Fund 981 Paddington Terrace Heathrow FL 32746 Unrelated 501(c)(3) Trustee Initiatives 1000 Brevard Reaching Out Inc 1 Gannett Plaza Melbourne FL 32940 Unrelated 501(c)(3) Trustee Initiatives 1000 Freedom House Inc 1301 Connecticut Avenue NW Washington DC 20036 Unrelated 501(c)(3) Trustee Initiatives 2500 Freedom House Inc 1301 Connecticut Avenue NW Washington DC 20036 Unrelated 501(c)(3) Trustee Initiatives 5000 Central Park Conservancy Inc 14 East 60th Street 8th Floor New York NY 10022 Unrelated 501(c)(3) Trustee Initiatives 1500 New York Public Library 476 Fifth Avenue New York NY 10138 Unrelated 501(c)(3) Trustee Initiatives 1000 Holy Trinity Episcopal Academy 5625 Holy Trinity Drive Melbourne FL 32940 Unrelated Church Trustee Initiatives 2000 Maxwell C King Center Performing Arts 1519 Clearlake Road Cocoa Beach FL 32922 Unrelated 501(c)(3) Trustee Initiatives 3000 Brevard Zoo 8225 N Wickham Road Melbourne FL 32940 Unrelated 501(c)(3) Trustee Initiatives 2500 American Legion at Fred Weller Post #186 717 7th Steet PO Box 85 Eureka SD 57437 Unrelated 501(c)(19) Trustee Initiatives 1000 Florida Institute of Technology 150 West University Boulevard Melbourne FL 32901 Unrelated 501(c)(3) Trustee Initiatives 2000 Home at Last Adoption Agency Inc 1727 N Atlantic Avenue Cocoa Beach FL 32931 Unrelated 501(c)(3) Trustee Initiatives 2000 Eureka Community Development Company Inc PO Box 134 1705 J Ave Eureka SD 57437 Unrelated 501(c)(3) Trustee Initiatives 1000 Eureka VFW Post 5126 PO Box 762 Eureka SD 57437 Unrelated 501(c)(19) Trustee Initiatives 1000 Mayo Clinic Annual Giving Recognition Society 4500 San Pablo Road Jacksonville FL 32224 Unrelated 501(c)(3) Trustee Initiatives 1000 South Dakota Emergency Medical Technicians Assoc 7117 W 56th St Apt 62 Sioux Falls SD 57106 Unrelated 501(c)(6) Trustee Initiatives 1000 Health First Foundation Inc 3300 Fiske Blvd Rockledge FL 32955 Unrelated 501(c)(3) Trustee Initiatives 1000 Reaching Out of Brevard PO Box 410488 Melbourne FL 32941 Unrelated 501()(3) Trustee Initiatives 2500 Virginia Tech Foundation Inc PO Box 1938 Leesburg VA 20177 Unrelated 501(c)(3) Trustee Initiatives 2500 Library of Virginia Foundation 800 East Broad Street Richmond VA 23219 Unrelated 501(c)(3) Trustee Initiatives 1000 Great Meadow Foundation 5089 Old Tavern Road The Plains VA 20198 Unrelated 501(c)(3) Trustee Initiatives 1000 Middleburg Community Center PO Box 265 Middleburg VA 20118 Unrelated 501(c)(3) Trustee Initiatives 1000 United States Equestrian Team Inc PO Box 355 Gladstone NJ 07934 Unrelated 501(c)(3) Trustee Initiatives 2500 Vanderbilt University School of Law VU Station B 357727 Nashville TN 37235 Unrelated 501(c)(3) Trustee Initiatives 1000 The George C Marshall International Center 217 Edwards Ferry Road Leesburg VA 20176 Unrelated 501(c)(3) Trustee Initiatives 1000 University of Mississippi Foundation PO Box 1848 University MS 38677 Unrelated 501(c)(3) Trustee Initiatives 10000 Horatio Alger Assoc of Distinguished Americans 99 Canal Center Plaza Suite 320 Alexandria VA 22314 Unrelated 501(c)(3) Trustee Initiatives 5000 Mississippi Association of Partners in Education PO Box 2803 Madison MS 39130 Unrelated 501(c)(3) Trustee Initiatives 1000 The Hermitage 4580 Rachels Lane Nashville TN 37076 Unrelated 501(c)(3) Trustee Initiatives 1000 Humanities Tennessee 306 Gay Street Suite 306 Nashville TN 37201 Unrelated 501(c)(3) Trustee Initiatives 2500 Duke University PO Box 90581 Durham NC 27708 Unrelated 501(c)(3) Trustee Initiatives 5000 The Next Door PO Box 23336 Nashville TN 37202 Unrelated 501(c)(3) Trustee Initiatives 3000 University of Mississippi Foundation PO Box 1848 University MS 38677 Unrelated 501(c)(3) Trustee Initiatives 2500 Essex Library Association 33 West Avenue Essex CT 06426 Unrelated 501(c)(3) Trustee Initiatives 5000 Essex Land Trust PO Box 373 Essex CT 06426 Unrelated 501(c)(3) Trustee Initiatives 1000 Connecticut River Foundation at Steamboat Dock 67 Main Street Essex CT 06426 Unrelated 501(c)(3) Trustee Initiatives 4000 Carolina Ballet Inc 3401-131 Atlantic Avenue Raleigh NC 27604 Unrelated 501(c)(3) Trustee Initiatives 3000 Helping Hand Mission Inc 623 Rock Quarry Road Raleigh NC 27610 Unrelated 501(c)(3) Trustee Initiatives 2500 YMCA of the Triangle Association Resource Center 801 Corporate Center Drive Suite 2 Raleigh NC 27607 Unrelated 501(c)(3) Trustee Initiatives 4500 Carolina Preservation & Band Society PO Box 487 Carolina RI 02812 Unrelated 501(c)(3) Trustee Initiatives 5000 Carolina Preservation & Band Soceity PO Box 487 Carolina RI 02812 Unrelated 501(c)(3) Trustee Initiatives 5000 The Next Door PO Box 23336 Nashville TN 37202 Unrelated 501(c)(3) Trustee Initiatives 2500 Country Music Foundation Inc 222 Fifth Avenue South Nashville TN 37203 Unrelated 501(c)(3) Trustee Initiatives 2500 Meharry Medical College 1005 Dr DB Todd Blvd Nashville TN 37208 Unrelated 501(c)(3) Trustee Initiatives 1000 National Museum of African American Music 1900 Church Street Suite 200 Nashville TN 37203 Unrelated 501(c)(3) Trustee Initiatives 2500 American Baptist College 1800 Baptist Wood Center Drive Nashville TN 37207 Unrelated 501(c)(3) Trustee Initiatives 1500 Chesapeake Bay Foundation 6 Herndon Avenue Annapolis MD 21403 Unrelated 501(c)(3) Trustee Initiatives 1000 Edmund Burke School 4101 Connecticut Avenue NW Washington DC 20008 Unrelated 501(c)(3) Trustee Initiatives 1000 Spina Bifida Association of America 4590 MacArthur Alvd NW Suite 250 Washington DC 20007 Unrelated 501(c)(3) Trustee Initiatives 1000 WETA TV 26909 FM 2775 S Quincy St Arlington VA 22206 Unrelated 501(c)(3) Trustee Initiatives 2000 Washington Center for Politics & Journalism PO Box 15239 Washington DC 20003 Unrelated 501(c)(3) Trustee Initiatives 1000 Target Community & Educational Services Inc 111 Stoner Avenue Westminster MD 21157 Unrelated 501(c)(3) Trustee Initiatives 2000 National Family Caregivers Association 10400 Connecticut Avenue Suite 50 Kensington MD 20895 Unrelated 501(c)(3) Trustee Initiatives 1000 Samaritan Ministry of Greater Washington 1516 Hamilton St NW Washington DC 20011 Unrelated 501(c)(3) Trustee Initiatives 1000 32140086 Free Spirit Scholar Recipients 555 PENNSYLVANIA AVENUE NW WASHINGTON DC 20001 Unrelated 50 $1,000 Free Spirit Scholarships 51000 51000 FIRST AMENDMENT CENTER ACTIVITY REVENUE 900099 101679 14 3645443 16 492138 18 3567654 DEFERRED EXCISE TAX CREDIT 372693 OTHER INCOME 11532 7705235 485904 8191139 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 false false false false false false false false false false ACCOUNTING FEES 245241 11931 12262 214627 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. CORPORATE BONDS CORPORATE STOCK OTHER INVESTMENTS LEGAL FEES 871267 743078 236075000 BONDS NOTE PAYABLE 236075000 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 SWAP 20393273 CHANGE IN PENSION LIABILITY 10655751 OFFICE EXPENSES 328522 329279 EQUIPMENT EXPENSES 54111 55320 ADVERTISING & PROMOTION 11894 11894 A/V PRODUCTION 681 929 OTHER INCOME 11532 11532 DEFERRED EXCISE TAX 372693 PROGRAM INCOME 101679 99179 UNREALIZED GAIN ON INVESTMENTS 3026069 ADMINISTRATIVE COST ALLOCATIONS 9624932 DISCOUNT ON BOND CANCELLATION 24276513 INTEREST RATE SWAP TERMINATION AGREEMENT 15753244 ESCHEAT LIABILITY 192526 210573 MARGIN PAYABLE 79508225 DUE FROM AFFILIATES 30145291 19246550 FEDERAL EXCISE TAXES PAYABLE 584161 245955 CURRENT UBIT PAYABLE 157753 CONSULTING FEES 768999 739824 TRAINING PROFESSIONAL FEES 2552 2552 INVESTMENT MANAGEMENT FEES 4763563 4763563 4763563 35436 PERSONAL PROPERTY TAX 92808 92808 TAXES - G&A GENERAL 25832 FEDERAL EXCISE TAX 25849 43572 CURRENT UBIT TAX 157753