FREEDOM FORUM INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM FORUM INC (EIN 54-1604427)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2014-11-26
- IRS object ID
- 201413309349100501
- Schema version
- 2012v2.3
- 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 | 2014-11-26T10:02:41-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 | 2012-01-01 | 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 |
| Address Line2 | Suite | AddressLine2 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICOLE MANDEVILLE | Name |
| Title | SVP FINANCE | Title |
| Phone | 2022926100 | Phone |
| Date Signed | 2014-11-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038477500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 765567826 | 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 | 4310219 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4310219 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 4310219 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 505288 | GrossRentsRevAndExpnss |
| Gross Rents Adj Net Incm | 479080 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | 505288 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 2974926 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 58656342 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2958451 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 2958451 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 97936 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 88964 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 7888369 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7268670 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7836714 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1971043 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 135487 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 175537 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1795506 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 3325758 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 24378 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 31584 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 3173464 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 5332323 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 9821 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 12724 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2507760 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 459193 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 594654 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 191282 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7382 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 9564 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 207197 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4785467 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4375905 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 4375905 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 457856 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 649186 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 680532 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4062076 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 609557 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 4042900 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 1233361 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 63675 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 82497 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1334152 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 775553 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 31773 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 41165 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 731859 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 236793 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 251400 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 523628 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 411732 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 27588563 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4648421 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 4728976 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12755669 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 28466754 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 28463754 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 56055317 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4648421 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 4728976 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41219423 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -48166948 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2620249 | NetInvestmentIncome |
| Adjusted Net Income | 3107738 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 123986 | CashBOY |
| Cash EOY | 773338 | CashEOY |
| Cash EOYFMV | 773338 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6948200 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5838426 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5838426 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 59082 | AccountsReceivable |
| Accounts Receivable BOY | 107430 | AccountsReceivableBOY |
| Accounts Receivable EOY | 59082 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 59082 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 4096413 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3744820 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3744820 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 9035781 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 7238355 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 7940173 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 237851758 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 197447108 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 219306098 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 34999744 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 33148871 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 34108219 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 60392013 | InvestmentsOtherBOY |
| Investments Other EOY | 53801830 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 72322922 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 493477127 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 78440016 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 430123482 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 415037111 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 415037111 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6195915 | OtherAssetsBOY |
| Other Assets EOY | 6437637 | OtherAssetsEOY |
| Other Assets EOYFMV | 6437637 | OtherAssetsEOYFMV |
| Total Assets BOY | 789874722 | TotalAssetsBOY |
| Total Assets EOY | 723526578 | TotalAssetsEOY |
| Total Assets EOYFMV | 765567826 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 79610050 | AccountsPayableBOY |
| Accounts Payable EOY | 40958798 | AccountsPayableEOY |
| Grants Payable BOY | 1112500 | GrantsPayableBOY |
| Grants Payable EOY | 1116000 | GrantsPayableEOY |
| Mortgages And Notes Payable BOY | 236075000 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 231525000 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 99369056 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 110257866 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 416166606 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 383857664 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 373708116 | UnrestrictedBOY |
| Unrestricted EOY | 339668914 | UnrestrictedEOY |
| Total Net Assets BOY | 373708116 | TotalNetAssetsBOY |
| Total Net Assets EOY | 339668914 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 789874722 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 723526578 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 373708116 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -48166948 | ExcessOfRevenueOverExpenses |
| Other Increases | 16440109 | OtherIncreases |
| Subtotal | 341981277 | Subtotal |
| Other Decreases | 2312363 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 339668914 | 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 | 7887 | 7887 | 7887 | |
| CORE HIGH QUALITY | 811768 | 811768 | 811768 | |
| LARGE CAP | 1374671 | 1374671 | 1374671 | |
| SOUNDSHORE | 395240 | 395240 | 395240 | |
| BLACKROCK | 15584 | 15584 | 15584 | |
| PCM CORE | 4107 | 4107 | 4107 | |
| DELAWARE | 1759216 | 1759216 | 1759216 | |
| LORD, ABBETT & CO. | 0 | -72359 | -72359 | 72359 |
| NEUBERGER GERMAN | 720875 | 720875 | 720875 | |
| MARGIN | 0 | -2058538 | -2058538 | 2058538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2958451 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2958451 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 46204772 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 426226899 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108404 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58008849 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 401093199 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.144627 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 74935984 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 354192378 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.211569 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 97441559 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 465796815 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.209193 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 184220811 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 626523012 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.294037 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.96783 | TotalDistributionRatio |
| Average Distribution Ratio | 0.193566 | AverageDistributionRatio |
| Net Noncharitable Assets | 383347540 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74203050 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 26202 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 74229252 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42201043 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 52405 | InvestmentIncomeExciseTax |
| Subtotal | 52405 | Subtotal |
| Tax Based On Investment Income | 52405 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 618 | PenaltyForUnderpayment |
| Tax Due | 53023 | 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 | true | 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 | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| 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 (22 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 |
|---|---|---|---|---|---|---|---|---|
| NICOLE F MANDEVILLE | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP FINANCE | 40.0 | 289625 | 50238 | 17939 |
| 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 | 367189 | 186230 | 49317 |
| SUSAN BENNETT | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP EXHIBITS | 40.0 | 165825 | 50175 | 21481 |
| EUGENE POWELL | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP FIRST AMENDMENT CENTER | 40.0 | 181036 | 35424 | 4289 |
| 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 | 53004 | ||
| H WILBERT NORTON JR | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 27004 | ||
| PETER PRICHARD | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 37000 | 6935 | |
| ORAGE QUARLES III | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 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 | 48996 | 1005 | |
| BRUCE DOEG | ||||||||
| 555 PENNSYVLANIA AVENUE NW | WASHINGTON | DC | 20001 | ASSISTANT SECRETARY | 10.0 | 0 | ||
| HOWARD BAKER | ||||||||
| 555 PENNSYVLANIA AVENUE NW | WASHINGTON | DC | 20001 | SECRETARY/TRUSTEE | 10.0 | 0 | ||
| MICHAEL COLEMAN | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 30004 | ||
| JAMES C DUFF | ||||||||
| 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | PRESIDENT/CEO | 40.0 | 444671 | 61042 | 7842 |
| BETTE BAO LORD | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE | 10.0 | 15000 | ||
| CATHY TROST | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | VP EXHIBITS AND PROGRAMS | 10.0 | 0 | ||
| COURTNEY SURLS | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | SVP DEVELOPMENT | 10.0 | 0 | ||
| ROBERT S WILLIAMS | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | VP MARKETING | 10.0 | 0 | ||
| CHARLES OVERBY | ||||||||
| 555 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20001 | TRUSTEE/CHAIRMAN OVERBY CEN. | 40.0 | 299689 | 480266 | 207458 |
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 NEUHARTH | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | FOUNDER | 40.0 | 225000 | 74026 | 303416 |
| JOHN SEIGENTHALER | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | FDR FIRST AMEND CTR | 40.0 | 200000 | 36662 | 65857 |
| JOHN QUINN | 555 PENNYSLVANIA AVE NW | WASHINGTON | DC | 20001 | ADVISOR | 40.0 | 150000 | 8430 | 121200 |
| CHARLES HAYNES | 555 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20001 | SENIOR SCHOLAR | 40.0 | 137008 | 40386 | |
| BRIAN BUCHANAN | 555 PENNYSLVANIA AVE NW | WASHINGTON | DC | 20001 | MANAGING ED ONLINE | 40.0 | 136839 | 30750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 22 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS PRINCETON FUND LTD | |||||||||
| 701 MT LUCAS ROAD | PRINCETON | NJ | 08540 | INVESTMENT ADVISOR | 982297 | ||||
| GOLDMAN SACHS INVESTMENT PTNRS OFFSHORE | |||||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | INVESTMENT ADVISOR | 379992 | ||||
| GOLDMAN SACHS VINTAGE FUND V OFFSHORE | |||||||||
| INVESTMENT ADVISOR | 276489 | PETERBOROUGH COURT 133 FLEET STREET | LONDON | EC4A 2BB | UK | ||||
| GS GLOBAL FUNDAMENTAL STRATEGIES II | |||||||||
| 701 Mount Lucas Road | PRINCETON | NY | 08540 | INVESTMENT ADVISOR | 240053 | ||||
| OTTERBOURG STENDLER HOUSTON & ROSEN | |||||||||
| 230 PARK AVENUE | NEW YORK | NY | 10169 | LEGAL FEES | 399312 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 41 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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) PUBLIC CHARITY MUSEUM) AND DIVERSITY INC (EDUCATIONAL INSTITUTION). | Description1 |
| Expenses1 | 28290754 | Expenses1 |
| Description2 | 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. | Description2 |
| Expenses2 | 3315474 | Expenses2 |
| Description3 | FREE SPIRIT: AWARD AND SCHOLARSHIP PROGRAM THAT ALSO INCLUDES AN ANNUAL CONFERENCE RELATED TO JOURNALISM ISSUES. | Description3 |
| Expenses3 | 252111 | Expenses3 |
| Description4 | 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. | Description4 |
| Expenses4 | 125500 | 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 | 353483005 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 378037 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 94557513 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 448418555 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 59233235 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 389185320 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5837780 | CashDeemedCharitable |
| Net Noncharitable Assets | 383347540 | NetNoncharitableAssets |
| Minimum Investment Return | 19167377 | 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 | 41219423 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 981620 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 42201043 | QualifyingDistributions |
| Adj Qualifying Distributions | 42201043 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Qualifying Distributions | 42201043 | QualifyingDistributions |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
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 | 3107738 | CurrentYear |
| Year1 | 2107761 | Year1 |
| Year2 | 1015190 | Year2 |
| Year3 | 1275563 | Year3 |
| Total | 7506252 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2641577 | CurrentYear |
| Year1 | 1791597 | Year1 |
| Year2 | 862912 | Year2 |
| Year3 | 1084229 | Year3 |
| Total | 6380315 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 42201043 | CurrentYear |
| Year1 | 46204772 | Year1 |
| Year2 | 58008849 | Year2 |
| Year3 | 74943786 | Year3 |
| Total | 221358450 | 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 | 42201043 | CurrentYear |
| Year1 | 46204772 | Year1 |
| Year2 | 58008849 | Year2 |
| Year3 | 74943786 | Year3 |
| Total | 221358450 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 765567826 | CurrentYear |
| Year1 | 797729314 | Year1 |
| Year2 | 867021671 | Year2 |
| Year3 | 858728520 | Year3 |
| Total | 3289047331 | 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 | 12778251 | CurrentYear |
| Year1 | 14496585 | Year1 |
| Year2 | 13369774 | Year2 |
| Year3 | 11806413 | Year3 |
| Total | 52451023 | 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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| Newseum Inc | ||||||||
| 555 Pennsylvania Avenue NW | 43214 | Washington | DC | 20001 | Related Organization | Charitable Org | General Support | $26,642,008 |
| The Freedom Forum Diversity Institute Inc | ||||||||
| 1207 8th Street South | 37205 | Nashville | TN | 37212 | Related Organization | Charitable Org | General Support | $1,648,746 |
| University of Mississippi Foundation | ||||||||
| P O Box 1848 | 32922 | University | MS | 38677 | Unrelated | 501 (c) (3) | Trustee Initiatives | $16,000 |
| American Heart Association Inc | ||||||||
| Great Rivers Affiliate | 32940 | Columbus | OH | 43214 | Unrelated | 501(c)(3) | Trustee Initiatives | $11,000 |
| Carolina Preservation & Band Society | ||||||||
| PO Box 487 | 5455 N High St | Carolina | RI | 02812 | Unrelated | 501 (c) (3) | Trustee Initiatives | $10,000 |
| Connecticut River Foundation at Steamboat Dock | ||||||||
| 67 Main Street | 02812 | Essex | CT | 06426 | Unrelated | 501 (c) (3) | Trustee Initiatives | $8,500 |
| Freedom House Inc | ||||||||
| 1301 Connecticut Avenue NW | 57437 | Washington | DC | 20036 | Unrelated | 501 (c) (3) | Trustee Initiatives | $6,000 |
| Duke University | ||||||||
| P O Box 90581 | 06426 | Durham | NC | 27708 | Unrelated | 501 (c) (3) | Trustee Initiatives | $5,000 |
| Holy Trinity Episcopal Academy | ||||||||
| 5625 Holy Trinity Drive | 12866 | Melbourne | FL | 32940 | Unrelated | Church | Trustee Initiatives | $5,000 |
| Horatio Alger Assocof Distinguished Am | ||||||||
| 99 Canal Center Plaza Ste 320 | 27708-0581 | Alexandria | VA | 22314 | Unrelated | 501 (c) (3) | Trustee Initiatives | $5,000 |
| Silver Bay YMCA of the Adirondacks | ||||||||
| Silver Bay Association | 6426 | Silver Bay | NY | 12874 | Unrelated | 501 (c) (3) | Trustee Initiatives | $5,000 |
| University of North Carolina-Chapel Hill | ||||||||
| Carroll Hall CB 3365 | 87 Silver Bay Road | Chapel Hill | NC | 27599 | Unrelated | 501 (c) (3) | Trustee Initiatives | $5,000 |
| Alumni Association of the University of South Dako | ||||||||
| 414 E Clark Street | 20036 | Vermillion | SD | 57069 | Unrelated | 501(c)(3) | Trustee Initiatives | $3,500 |
| Florida Institute of Technology | ||||||||
| 150 West University Boulevard | 20198 | Melbourne | FL | 32901 | Unrelated | 501 (c) (3) | Trustee Initiatives | $3,500 |
| The Hermitage | ||||||||
| 4580 Rachels Lane | 32940 | Nashville | TN | 37076 | Unrelated | 501 (c) (3) | Trustee Initiatives | $3,000 |
| The Nashville Chamber Public Benefit Foundation | ||||||||
| 211 Commerce Street Suite 100 | 22314 | Nashville | TN | 37201 | Unrelated | 501 (c) (3) | Trustee Initiatives | $3,000 |
| University of Missouri-Columbia | ||||||||
| 11 Jesse Hall | 20176 | Columbia | MO | 65211 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $3,000 |
| Brevard Zoo | ||||||||
| 8225 N Wickham Road | 23219 | Melbourne | FL | 32940 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,500 |
| Nashville Public Library Foundation | ||||||||
| 615 Church Street | 32922 | Nashville | TN | 37219 | Unrelated | 501 (c) (6) | Trustee Initiatives | $2,500 |
| Saint Augustine's University | ||||||||
| 1315 Oakwood Avenue | 32224 | Raleigh | NC | 27610 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,500 |
| The Daniel Center for Math and Science Inc | ||||||||
| 735 Rock Quarry Road | 37208 | Raleigh | NC | 27610 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,500 |
| Emory University | ||||||||
| 200 Dowman Drive Suite 300 | 20118 | Atlanta | GA | 30322 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $2,500 |
| Maxwell C King Center Performing Arts | ||||||||
| 1519 Clearlake Road | 20118 | Cocoa Beach | FL | 32922 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,000 |
| New York Public Library | ||||||||
| 476 Fifth Avenue | 37219 | New York | NY | 10138 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,000 |
| Virginia Tech Foundation Inc | ||||||||
| PO Box 1938 | 10138-0018 | Leesburg | VA | 20177 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,000 |
| WNETThirteen | ||||||||
| 825 Eight Avenue | 27610 | New York | NY | 10019 | Unrelated | 501 (c) (3) | Trustee Initiatives | $2,000 |
| Pennsylvania State University | ||||||||
| 103 Shields Building | York 12874 | University Park | PA | 16802 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $2,000 |
| Syracuse University | ||||||||
| Comptrollers Office | 57325 | Syracuse | NY | 13244 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $2,000 |
| Essex Land Trust | ||||||||
| PO Box 373 | Skytop Office Building | Essex | CT | 06426 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,500 |
| Mayo Clinic | ||||||||
| 4500 San Pablo Road | 27610 | Jacksonville | FL | 32224 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,500 |
| Baptist Hospital Foundation | ||||||||
| Saint Thomas Health Services Fund | 37076 | Nashville | TN | 37205 | Unrelated | 501(c)(3) | Trustee Initiatives | $1,000 |
| Brevard Library Foundation | ||||||||
| 219 Indian River Dr | 4220 Harding Road | Cocoa | FL | 32922 | Unrelated | Code 1 Group Exempti | Trustee Initiatives | $1,000 |
| Brevard Schools Foundation Inc | ||||||||
| 2700 Judge Fran Jamieson Way | 07934-9957 | Viera | FL | 32940 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| City of Eureka | ||||||||
| PO Box 914 | 38677 | Eureka | SD | 57437 | Unrelated | Governmental Entity | Trustee Initiatives | $1,000 |
| Corporation of Yaddo | ||||||||
| P O Box 395 | 27599 | Saratoga Springs | NY | 12866 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Great Meadow Foundation | ||||||||
| 5089 Old Tavern Road | 37235-7727 | The Plains | VA | 20198 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Inova Loudoun Hospital Foundation | ||||||||
| Loudoun Healthcare Foundation | 20177 | Leesburg | VA | 20176 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Library of Virginia Foundation | ||||||||
| 800 East Broad Street | 44035 Riverside Parkway Suite 420 | Richmond | VA | 23219 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Meharry Medical College | ||||||||
| 1005 Dr DB Todd Blvd | 85287 | Nashville | TN | 37208 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Middleburg Community Center | ||||||||
| PO Box 265 | 47306 | Middleburg | VA | 20118 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Middleburg Library Advisory Board | ||||||||
| PO Box 1823 | 12504 | Middleburg | VA | 20118 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| South Dakota Hall of Fame | ||||||||
| PO Box 180 | 83725 | Chamberlin | SD | 57325 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| The Cornell Daily Sun Alumni Association | ||||||||
| 139 W State Street | 1480 S Main Street | Ithaca | NY | 14850 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| United States Equestrian Team Inc | ||||||||
| P O Box 355 | 02912 | Gladstone | NJ | 07934 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Vanderbilt University School of Law | ||||||||
| VU Station B 357727 | 10027 | Nashville | TN | 37235 | Unrelated | 501 (c) (3) | Trustee Initiatives | $1,000 |
| Arizona State University | ||||||||
| ASU Cashiering Svcs | 17022 | Tempe | AZ | 85287 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Ball State University | ||||||||
| 2000 W University Avenue | PO Box 870303 | Muncie | IN | 47306 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Bard College | ||||||||
| PO Box 5000 | 30322 | AnnandaleonHudson | NY | 12504 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Boise State University | ||||||||
| 1910 University Drive | 70803 | Boise | ID | 83725 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Boston University | ||||||||
| 881 Commonwealth Avenue | 70118 | Boston | MA | 02215 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Brown University | ||||||||
| 75 Waterman Street | 45056 | Providence | RI | 02912 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Columbia University | ||||||||
| 1130 Amsterdam Avenue | 38941 | New York | NY | 10027 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Elizabethtown College | ||||||||
| One Alpha Drive | 59717 | Elizabethtown | PA | 17022 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Emerson College | ||||||||
| 120 Boylston Street | 10012 | Boston | MA | 02116 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Louisiana State University | ||||||||
| 125 Thomas Boyd Hall | 60208 | Baton Rouge | LA | 70803 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Loyola University New Orleans | ||||||||
| 6363 St Charles Avenue | 16802 | New Orleans | LA | 70118 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Miami University | ||||||||
| Office of Bursar Room 103 | 11439 | Oxford | OH | 45056 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Mississippi Valley State University | ||||||||
| 1400 Highway 82 W | Campus Avenue Building | Itta Bena | MS | 38941 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Montana State University | ||||||||
| 201 Strand Union PO Box 172190 | 13244 | Bozeman | MT | 59717 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| New York University | ||||||||
| 25 West Fourth Street 1st Floor | 63501 | New York | NY | 10012 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Northwestern University | ||||||||
| 633 Clark Street | 70118 | Evanston | IL | 60208 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| St John's University | ||||||||
| 8000 Utopia Parkway | 99901 | Queens | NY | 11439 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Swarthmore College | ||||||||
| 500 College Avenue | 72035 | Swarthmore | PA | 19081 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Truman State University | ||||||||
| 100 E Normal Street | 73034 | Kirksville | MO | 63501 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Tulane University | ||||||||
| 6823 St Charles Avenue | 40292 | New Orleans | LA | 70118 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Alaska Southeast | ||||||||
| 2600-Seventh Avenue | 48109 | Ketchikan | AL | 99901 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Central Arkansas | ||||||||
| 201 Donaghey Avenue | 48109 | Conway | AR | 72035 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Central Oklahoma | ||||||||
| 100 N University Drive | 65211 | Edmond | OK | 73034 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Louisville | ||||||||
| Controllers Office -Service Comple | 87131 | Louisville | KY | 40292 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Michigan | ||||||||
| 2500 Student Activities | 515 E Jefferson Street | Ann Arbor | MI | 48109 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Michigan | ||||||||
| 2226 Student Activities | 515 E Jefferson Street | Ann Arbor | MI | 48109 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of New Mexico | ||||||||
| 1 University of New Mexico | 515 E Jefferson Street | Albuquerque | NM | 87131 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of North Dakota | ||||||||
| Twamley Hall Room 216 | 57069 | Grand Forks | ND | 58202 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Notre Dame Dulac | ||||||||
| Financial Aid | 264 Centennial Drive Stop 8371 | Notre Dame | IN | 46556 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of South Carolina | ||||||||
| 1600 Hampton Street Suite 613 | 115 Main Building | Columbia | SC | 29208 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of South Dakota | ||||||||
| 414 E Clark Street | 98801 | Vermillion | SD | 57069 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| University of Wisconsin-Oshkosh | ||||||||
| 800 Algoma Blvd | 26506 | Oshkosh | WI | 54901 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Wellesley College | ||||||||
| Student Financial Svcs | 98228 | Wellesley | MA | 02481 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Wenatchee Valley College | ||||||||
| 1300 5th Street | 106 Central Street | Wenatchee | WA | 98801 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| West Virginia University | ||||||||
| One Waterfront Place PO Box 6005 | 06520 | Morgantown | WV | 26506 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Western Washington University | ||||||||
| 516 High Street | 20001 | Bellingham | WA | 98228 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Wichita State University | ||||||||
| 1845 Fairmount | 37212 | Wichita | KS | 67260 | Unrelated | 501 (c) (3) | Free Spirit Scholarship | $1,000 |
| Yale University | ||||||||
| Student Financial Services | PO Box 208288 | New Haven | CT | 06520 | Unrelated | 501 (c)(3) | Free Spirit Scholarship | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 28463754 | 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 | 88964 | 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 | $4,310,219 | 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 | $505,288 | 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 | $2,974,926 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX CREDIT | Description |
| Business Code | 900099 | BusinessCode |
| Related Or Exempt Function Income | 8972 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,790,433 | ExclusionAmount |
| Related Or Exempt Function Income | 97936 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7888369 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | FEDERAL EXCISE TAX CREDIT FROM THE PRIOR YEAR TAX RETURN | RelationshipStatement |
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 | $191,282 | Amount |
| Net Investment Income | 9092 | NetInvestmentIncome |
| Adjusted Net Income | 9564 | AdjustedNetIncome |
| Disbursements Charitable Prps | 207197 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (6 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. |
| CATHY TROST |
| MS. TROST IS AN EMPLOYEE OF NEWSEUM, INC. |
| COURTNEY SURLS |
| MS. SURLS IS AN EMPLOYEE OF NEWSEUM, INC. |
| ROBERT S WILLIAMS |
| MR. WILLIAMS 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 |
| EOY Book Value | 33148871 | EOYBookValue |
| EOYFMV | 34108219 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 197447108 | EOYBookValue |
| EOYFMV | 219306098 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 7238355 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 7940173 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Book Value | 53801830 | BookValue |
| EOYFMV | 72322922 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $459,193 | Amount |
| Disbursements Charitable Prps | 594654 | DisbursementsCharitablePrps |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Mortgage | $231,525,000 | 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 | 231525000 | BalanceDue |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (5 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT INCOME RECEIVABLE | 1003436 | 969544 | 969544 |
| INVESTMENT IN LIFE INS. POLICY | 2675457 | 2851843 | 2851843 |
| MISCELLANEOUS ASSETS | 2193397 | 2332490 | 2332490 |
| INVESTMENT IN ARTWORK | 273386 | 273386 | 273386 |
| FUNDS HELD WITH TRUSTEE | 50239 | 10374 | 10374 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP TERMINATION COI | $354,091 |
| CHANGE IN PENSION LIABILITY | $1,958,272 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| OFFICE EXPENSES | 324684 | 334860 |
| EQUIPMENT EXPENSES | 57109 | 58788 |
| ADVERTISING & PROMOTION | 16677 | 16677 |
| A/V PRODUCTION | 1594 | 1407 |
| AMORTIZATION | 123564 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| PROGRAM INCOME | 88964 | 88964 |
| FEDERAL EXCISE TAX CREDIT | 8972 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $8,135,724 |
| ADMINISTRATIVE COST ALLOCATIONS | $8,156,030 |
| DISCOUNT ON BOND CANCELLATION | $148,355 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| ESCHEAT LIABILITY | 210573 | 210573 |
| MARGIN PAYABLE | 79508225 | 77683576 |
| DUE FROM AFFILIATES | 19246550 | 28451183 |
| FEDERAL EXCISE TAXES PAYABLE | 245955 | 772909 |
| CURRENT UBIT PAYABLE | 157753 | 3139625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| CONSULTING FEES | $407,914 | 428465 | ||
| TRAINING PROFESSIONAL FEES | $1,647 | 1647 | ||
| INVESTMENT MANAGEMENT FEES | $4,375,905 | 27744 | 4375905 | 4375905 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| PERSONAL PROPERTY TAX | $98,360 | 98360 |
| TAXES - G&A GENERAL | $18,019 | |
| DEFERRED EXCISE TAX | $561,441 | |
| CURRENT UBIT TAX | $1,498,493 | 511197 |
| DEFERRED UBIT TAX | $1,885,762 |