Escolar Documentos
Profissional Documentos
Cultura Documentos
Form
Department
01theTreasury
InternalRevenuService
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
..... The organization may have to use a copy of this return to satisfy state reporting requirements.
D Employer identification
FreedomWorks
Foundation,
OTermlnated
OAmended
_Number_and-street
North
400
return
OApploca!Ion
pending
52-1526916
(or_e.o.box 1fmaiL1snot deliveredto street address)---1,-Room/smteCapitol
Street,
NW
-E-Telephone number
765
202-783-3870
4,555,395.
G Grossreceipts$
20001
for aff1l1ates?
I Tax-exempt status
number
Inc.
Doing Business As
01mt1al
2010
Open to Public
Inspection
and ending
OMB No 1545-0047
LXJ501(c)(3) I
I 501(c) (
ks
DYes
I 4947(a)(1) or I
)<11111(insert no.)
I 527
OONo
Yes
No
org
I Assoc1at1on I
l I Trust I
Other....
I Part 11 Summary
QI
c
t'CI
c
..
QI
>
0
CJ
=
.,,.-~
o/f
(/)
QI
:.::;
"'-sr
@.tl
:::::>
--,
'>
:.::;
u
<
LJ
of
sound
economic
l;ll
''-"'kl\J
f
well-being
the
1200000
OGDEN, UT
7 a Total unrelated business revenue from Part VIII, column (C), line 2
7
5
0
7b
>
10
QI
::::I
QI
QI
a:
W; I
(/)
QI
(/)
QI
11
12
Total revenue - add lines 8 throuoh 11 (must equal Part VIII, column IA\, line 12\
13
Grants and s1m1laramounts paid (Part IX, column (A), Imes 1-3)
10c, and 11 e)
14
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)
16a Professional fundra1s1ng fees (Part IX, column (A), line 11e)
Q.
><
w
a[. 9c,
.....
Current Year
18
Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
19
"'"'
"'CI:I
4,485,499.
0.
37,746.
190,333.
4,159,904.
0.
0.
1,458,924.
62,250.
0.
<4,031. >
21,862.
4,503,330.
170,408.
0.
1,242,131.
26,156.
2,033,455.
3,554,629.
605,275.
2,505,929.
3,944,624.
558,706.
3,931,825.
435,696
17
o~
<('C
21
2,776,689.
616,535.
2,160,154.
Total liab1l1t1es
(Part X, line 26)
~ 22
0.
0.
7a
Prior Year
~
~
0
End of Year
3,159,427.
523,210.
2,636,217.
Sign
Ill...
Here
Mulcahy,
Type or print nameand title
VP
of
Operations/Treasurer
Pnnt/Typepreparer's name
Paid
Darrin
S.
Rogers,
Preparer
Firm's name
Rogers
Use Only
Firm's address~
8 300
Vienna,
CPA
& Company
Boone
VA
Boulevard,
Firm's EIN
PLLC
Suite
600
22182
Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions)
032001 02-22-11
See
LHA For Paperwork Reduction Act Notice, see the separate instructions.
Schedule
O for
Organization
Mission
Statement
7 0 3 ) 893- 0 300
Yes
Form
Continuatio;\'\
No
990 (2010)
...
Form 990
~
I-om
FreedomWorks
'
Foundation,
Inc.
52-1526916
Pae2
Improving
the well-being
and support
of economic
2
____
of American
education.
consumers
through
Did the organization undertake any s1gnif1cantprogram services during the year which were not listed on
the_prior_Eorm_990_or_990:EZ?
___
_
If "Yes," describe these new services on Schedule 0.
- - - ----------------
the
promotion
OOvesDNo
-- ---------------------==c:....,__:-=----==---Dves
Did the organization cease conducting, or make s1gnif1cantchanges 1nhow 1tconducts, any program services?
If "Yes," describe these changes on Schedule 0.
Describe the exempt purpose achievements for each of the organization's three largest program services by expenses.
Section 501 (c)(3) and 501 (c)(4) organizations and section 494 7(a)(1)trusts are required to report the amount of grants and
4a
allocations to others, the total expenses, and revenue, 1fany, for each program service reported.
1 , 201 , 915 1nclud1nggrants of$
(Code:
) (Expenses$
4b
(Code:
OONo
) (Revenue$
-~----Federal
and State
Campaigns:
Research
and education
on reforming
federal
and state
policies
in areas
such as taxation,
fiscal
policy,
legal
reform,
energy
policy,
education
and other
mission-related
issues.
) (Expenses$
7 5 5 , 0 9 6 1nclud1nggrants of$
Public
Affairs:
To include
traditional
media outreach,
radio
interviews
and opinion-editorials,
and online/new
through
blogging,
social
networking,
paid advertising,
of activist
networking
platform.
) (Revenue$ ______
through
TV and
media outreach
and development
4c
) (Expenses$
6 51 , 019 1nclud1nggrants of$
) (Revenue$------Other
Core Programs:
Various
programs
aimed at promoting
consumer-focused
economic
policies
through
education
and research
in
both domestic
and international
economic
markets
including,
regulatory
policy,
strategy,
research,
legal
reform
and energy
and environmental
policies.
4d
4e
(Code
1 7 0 , 4 0 8 ) (Revenue $
3 , 16 4 , 915
Form 990 (2010)
032002
12-21-10
13440601
739466
FWFoundation
2010.03010
2
FreedomWorks
Foundation,
In
FWFOUNDl
l.
I Part
FreedomWorks
Foundation,
Inc.
52-1526916
Paqe3
Yes
No
Is the organization described in section 501 (c)(3) or 494 7(a)(1) (other than a private foundation)?
If 'Yes,' complete Schedule A
Did the organization engage 1ndirect or 1nd1rectpolitical campaign act1v1t1eson behalf of or ,n oppos1t1onto candidates for
public office? If 'Yes,' complete Schedule C, Part I
Section 501(c)(3) organizations. Did the organization engage ,n lobbying act1v1t1es,or have a section 501{h) election in effect
during-the-tax-year'?-lt....:Yes,~complete-Schedule C,-F'art-11
-4
X~---
Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or
similar amounts as defined 1nRevenue Procedure 98-19? If 'Yes, complete Schedule C, Part Ill
x
x
x
i--5____
Did the organization ma1nta1nany donor advised funds or any s1m1larfunds or accounts where donors have the right to
the environment, historic land areas, or historic structures? If 'Yes,' complete Schedule D, Part II
Did the organization ma1nta1ncollections of works of art, historical treasures, or other s1m1larassets? If 'Yes," complete
Schedule D, Part Ill
10
provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
8
9
Did the organization report an amount 1nPart X, line 21; serve as a custodian for amounts not listed 1nPart X, or provide
credit counseling, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV
10
Did the organization, directly or through a related organization, hold assets ,n term, permanent, or quasi-endowments?
If 'Yes,' complete Schedule D, Part V
If the organization's answer to any of the following questions ,s "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
11
as applicable.
- - -- -
a Did the organization report an amount for land, bu1ld1ngs,and equipment 1nPart X, line 10? If 'Yes,' complete Schedule D,
Part VI
11a
b Did the organization report an amount for investments other securities 1nPart X, line 12 that 1s5% or more of its total
assets reported ,n Part X, llne 16? If "Yes, " complete Schedule D, Part VII
11b
x
x
c Did the organization report an amount for investments program related 1nPart X, line 13 that 1s5% or more of its total
assets reported ,n Part X, line 16? If "Yes," complete Schedule D, Part VIII
11c
d Did the organization report an amount for other assets ,n Part X, line 15 that 1s5% or more of its total assets reported ,n
Part X, line 16? If "Yes," complete Schedule D, Part IX
e Did the organization report an amount for other hab1ht1es,n Part X, line 25? If 'Yes,' complete Schedule D, Part X
f
11f
12a
12b
Did the organization's separate or consolidated f1nanc1alstatements for the tax year include a footnote that addresses
the organization's liability for uncertain tax pos1t1onsunder FIN 48 (ASC 740)? If 'Yes,' complete Schedule D, Part X
12a Did the organization obtain separate, independent audited f1nanc1alstatements for the tax year? If "Yes," complete
Schedule D, Parts XI, XII, and XIII
b Was the organization included 1nconsohdated, independent audited financial statements for the tax year?
If 'Yes, and tf the organ,zat,on answered "No' to /me 12a, then completing Schedule D, Parts XI, XII, and XIII ts optional
13
11d
11e
13
14a Did the organ1zat1onmaintain an office, employees, or agents outside of the United States?
14a
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundra1s1ng,business,
and program service activities outside the United States? If 'Yes,' complete Schedule F, Parts I and IV
15
or entity located outside the United States? If 'Yes," complete Schedule F, Parts II and JV
16
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to ind1v1duals
located outside the United States? If "Yes," complete Schedule F, Parts Ill and IV
17
14b
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
x
x
16
Did the organization report a total of more than $15,000 of expenses for professional fundra1s1ngservices on Part IX,
column (A), lines 6 and 11e? If 'Yes, " complete Schedule G, Part I
17
18
Did the organization report more than $15,000 total of fundra1s1ngevent gross income and contributions on Part VIII, lines
1c and Ba? If 'Yes,' complete Schedule G, Part II
18
19
Did the organ1zat1onreport more than $15,000 of gross income from gaming act1v1t1eson Part VIII, line 9a? If 'Yes,'
complete Schedule G, Part Ill
19
x
x
20a Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H
20a
b If "Yes' to hne 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990 filers that
ooerate one or more hoso1tals must attach audited f1nanc1alstatements (see 1nstruct1ons)
20b
Form 990 (2010)
032003
122110
13440601
739466
FWFoundation
2010.03010
3
Freedomworks
Foundation,
In FWFOUNDl
FJrm~90(201<!l\
FreedomWorks
I Part IV I Checklist of Required Schedules
Foundation,
Inc.
52-1526916
Paoe4
(continued)
Yes
21
No
Did the organization report more than $5,000 of grants and other assistance to governments and organizations 1nthe
United States on Part IX, column (A), line 1? If 'Yes, ' complete Schedule I, Parts I and II
21
22
Did the organization report more than $5,000 of grants and other assistance to individuals 1nthe United States on Part IX,
column (A), line 2? If "Yes,' complete Schedule I, Parts I and Ill
22
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If 'Yes,' complete
~~~~~Schedure_J_
23
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? If "Yes, answer Imes 24b through 24d and complete
Schedule K. If 'No', go to /me 25
24a
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
t-2_4b_+--+---
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
t-2_4c_+--+--t-2_4d_+--+---
25a
25b
26
27
28a
x
x
b Is the organization aware that 1tengaged in an excess benefit transaction with a d1squalif1edperson in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes,' complete
Schedule L, Part I
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or d1squalif1ed
person outstanding as of the end of the organization's tax year? If "Yes, complete Schedule L, Part II
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an 1nd1v1dual?
If 'Yes,' complete
Schedule L, Part Ill
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
1nstruct1onsfor applicable filing thresholds, cond1t1ons,and exceptions).
a A current or former officer, director, trustee, or key employee? If 'Yes," complete Schedule L, Part IV
28b
b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or 1nd1rectowner? If "Yes," complete Schedule L, Part IV
29 Did the organization receive more than $25,000 1nnon-cash contributions? If "Yes,' complete Schedule M
30
Did the organization receive contributions of art, historical treasures, or other s1m1larassets, or qualified conservation
contributions? If "Yes," complete Schedule M
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes,' complete Schedule N, Part I
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/f 'Yes,' complete
28c
29
Schedule N, Part II
X
X
30
31
32
X
X
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301. 7701-2 and 301. 7701-3? If "Yes,' complete Schedule R, Part I
33
34
34
35
35
X
X
a Did the organization receive any payment from or engage 1nany transaction with a controlled entity wrth1nthe meaning of
Yes
00
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If 'Yes,' complete Schedule R, Part V. /me 2
37
38
36
37
Did the organization complete Schedule O and provide explanations 1nSchedule O for Part VI, lines 11 and 19?
38
032004
12-21-10
13440601
739466
FWFoundation
2010.03010
FreedomWorks
Foundation,
In FWFOUNDl
'-
/.
FreedomWorks
Part
Foundation,
Inc.
52-1526916
e5
Pa
1a Enter the number reported 1nBox 3 of Form 1096. Enter -0 1fnot applicable
1a
No
2
0
b Enter the number of Forms W-2G included 1nline 1a. Enter O 1fnot applicable
1b
c Did the organization comply with backup w1thhold1ngrules for reportable payments to vendors and reportable gaming
(gambling) winnings to pnze winners?
1c
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
l2aJ--~O
f1led-for-tl'1e-calendar-year-end1ng-w1th-or-w1tl'11n-theyear-covered-by-th1s
return
--
b If at least one 1sreported on line 2a, did the organization file all required federal employment tax returns?
--
2b
Note. If the sum of lines 1a and 2a 1sgreater than 250, you may be required to e-flle. (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year?
3a
b If "Yes," has 1tfiled a Form 990-T for this year? If "No,' provide an explanation m Schedule O
3b
4a At any time during the calendar year, did the organization have an interest 1n,or a signature or other authority over, a
f1nanc1alaccount 1na foreign country (such as a bank account, securities account, or other f1nanc1alaccount)?
4a
5a
x
x
5b
b Did any taxable party notify the organization that 1twas or is a party to a proh1b1tedtax shelter transaction?
5c
6a
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
6b
7e
Did the organization, during the year, pay premiums, directly or 1nd1rectly,on a personal benefit contract?
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
h If the organization received a contnbut1on of cars, boats, airplanes, or other vehicles, did the organization flle a Form 1098-C?
8 Sponsoring organizationsmaintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting
f
orgamzat,on,or a donor advisedfund maintainedby a sponsoringorgamzat,on,haveexcessbusinessholdingsat any time during the year?
Sponsoring organizations
Enter:
x
x
---
x
x
7a
7h
-
_,
7f
9b
I 1oa I
10b
Enter:
11a
11b
12a Section 4947(a)( 1) non-exempt charitable trusts. Is the organization flling Form 990 in lieu of Form 1041
b If "Yes," enter the amount of tax-exempt interest received or accrued during the year
13
12a
12b
a Is the organization licensed to issue qualified health plans 1nmore than one state?
13a
Note. See the 1nstruct1onsfor add1t1onalinformation the organization must report on Schedule 0.
b Enter the amount of reserves the organization 1srequired to ma1nta1nby the states in which the
13b
organization 1slicensed to issue qualified health plans
13c
c Enter the amount of reserves on hand
14a Did the organization receive any payments for indoor tanning services during the tax year?
b If "Yes " has 1tfiled a Form 720 to reoort these oavments? If "No, orovtde an exolanat1on m Schedule O
I
14a
14b
Form990 (2010)
032005
12-21-10
13440601
739466
FWFoundation
2010.03010
FreedomWorks
Foundation,
In FWFOUNDl
FreedomWorks
F~rm990 2010
Part
Foundation,
Inc.
52-1526916
e6
Pa
For each 'Yes' response to Imes 2 through 7b below, and fora 'No' response
to /me Ba, Bb, or 1Ob below, descnbe the ctrcumstances, processes, or changes m Schedule O. See mstruct1ons
s ec f ion AG
.
Body and Management
overnmg
off1cer,-d1rector,.trustee,.or.key.employee?
No
Yes
7
5
1a Enter the number of voting members of the governing body at the end of the tax year
1a
b Enter the number of voting members included ,n line 1a, above, who are independent
I 1b I
2 Did any officer, director, trustee, or key employee have a family relat1onsh1por a business relat1onsh1pwith any other
---
3
4
5
6
x
x
x
x
7a
7b
x
x
Did the organization delegate control over management duties customarily performed by or under the direct superv1s1on
of officers, directors or trustees, or key employees to a management company or other person?
4
5
6
7a
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
Did the organization become aware during the year of a s1gnif1cantd1vers1onof the organization's assets?
Does the organization have members or stockholders?
Does the organ1zat1onhave members, stockholders, or other persons who may elect one or more members of the
governing body?
b Ne any decisions of the governing body subject to approval by members, stockholders, or other persons?
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year
'
'
by the following:
--
x
x
Sa
Sb
Is there any officer, director, trustee, or key employee listed 1nPart VII, Section A, who cannot be reached at the
oraanizat,on's ma11inaaddress? If 'Yes," provtde the names and addresses m Schedule O
Section B. Policies
(rh1s Section B requests mformat1on about poltc1es not reqwred by the Internal Revenue Code)
Yes
10a
and branches to ensure their operations are consistent with those of the organization?
Has the organization provided a copy of this Form 990 to all members of ,ts governing body before filing the form?
10b
11a
11a
b
12a
b
Describe ,n Schedule O the process, 1fany, used by the organ1zat1onto review this Form 990.
to conflicts?
12b
12c
13
14
x
x
x
c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," descnbe
tn Schedule O how this is done
13
14
15
---
12a
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
x
-
Does the organization have a written conflict of interest policy? If "No," go to /me 13
No
- -
Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substant1at1onof the deliberation and dec1s1on?
15a
15b
-I
x
x
If "Yes" to line 15a or 15b, describe the process in Schedule O (See 1nstruct1ons)
16a Did the organization invest ,n, contribute assets to, or part1c1pate1na Joint venture or s1m1lararrangement with a
16a
b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate ,ts part1c1pat1on
in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's
16b
Section C. Disclosure
17
List the states with which a copy of this Form 990 1srequired to be filed ....AL , AK , AR , AZ ,
18
Section 6104 requires an organization to make its Forms 1023 (or 1024 1fapplicable), 990, and 990-T (501(c)(3)s only) available for
public inspection. Indicate how you make these available. Check all that apply.
Own website
Another's website
[XI
Upon request
19
Describe ,n Schedule O whether (and 1fso, how), the organization makes its governing documents, conflict of interest policy, and financial
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization .... ----
The Organization
400 North Capitol
765,
Washington,
DC
20001
Form990 (2010)
032006
12-21-10
13440601
- 202-783-3870
Street,
NW, Suite
See
739466
Schedule
FWFoundation
O for
full
2010.03010
list
of states
6
FreedomWorks
Foundation,
In FWFOUNDl
'
_.
Form990
Part
FreedomWorks
201
Foundation,
Inc.
52-1526916
Pae
List all of the organization's current officers, directors, trustees (whether 1nd1v1duals
or organizations), regardless of amount of compensation.
Enter -0- 1ncolumns (D), (E), and (F) 1fno compensation was paid.
List all of the organization's current key employees, 1fany. See instructions for definition of "key employee."
List the organization'sfive current highestcompensatedemployees(other than an officer, director,trustee,or key employee)who receivedreportable
---compensat,on(Box
5 of-Form.W,2-and/or-Box-7--of-Form-1099-MISC)
of-more-thaA$100,000from-theorganization-andany relatedorganizations-.----------- List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations.
List all of the organization's former directors or trustees that received, ,n the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: 1nd1v1dual
trustees or directors: 1nstrt:ut1onal
trustees; officers, key employees; highest compensated employees;
and former such persons.
Ch ec k th IS box If ne1ther t he oroanizat1on nor any re Iate d oroanizat1on compensate d any curren t off 1cer,d ,rector, or trus t ee.
(A)
(C)
(B)
Pos1t1on
Average
hours per
(check all that apply)
week
(describe
,5
0
hours for
:E
ll;
related
~
5
~ e
organizations
8~
~ ~
-s
1nSchedule
Matt
Richard
(E)
(F)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
I ~%
0)
19.00
124,386.
162,270.
19.00
250,000.
250,000.
1.00
0.
0.
0.
1.00
0.
0.
0.
1.00
0.
0.
0.
1. 00
o.
o.
o.
1.00
0.
0.
0.
Kibbe
President
Hon.
(D)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
""'
,::!
S!'E
:c ~
35,029.
K, Armey
Chairman
o.
Ted Abram
Board
Member
Steve
Forbes
Board
Member
Robert
Lansing
Board
Member
Frank
Sands
Board
Hon,
Member
c.
Board
Boyden
Gray
Member
Judith
Mulcahy
VP of
Operations/Treasurer
20.00
87,570.
101,410.
26,997.
19.00
115,287.
48,797.
25,583.
Wayne Brough
VP of
Mary
Research/Secretary
Byrne
VP of
Development
Richard
Walker
& Grassroots
VP Political
John
Campaigns
19.00
64,615.
103,615.
7,140.
19.00
55,005.
92,524.
28,869.
19.00
40,409.
71, 071.
15,216.
19.00
62,125.
73,667.
27,740.
19.00
94,920.
77,079.
15,197.
Jordan
& State
VP Fed,
Campaigns
Adam Brandon
VP Communications
Max Pappas
VP of
Public
Policy
032007 12-21-10
13440601
739466
FWFoundation
2010.03010
FreedomWorks
Foundation,
In FWFOUNDl
FreedomWorks
Form 90 I 010)
IPart
Foundation,
(A)
Name and title
(B)
(C)
Average
Pos1t1on
hours per
(check all that apply)
week
~~
(describe
-a
=
hours for
0
~
related
5
E
organizations
]j!
~ 8:!
0
1nSchedule = -=_j_
-i's
-;e-e &
0)
~
~ :,::~
I
-i~
52-1526916
Paqe8
(0)
(E)
(F)
Reportable
compensation
from
the
organization
(:N-2/1099-MISC)
Reportable
compensation
from related
organizations
(:N-2/1099-MISC)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
- ~!
.....
1b Sub-total
Inc.
VII I Section A. Officers, Directors, Trustees, Kev Employees, and Highest Comoensated Emclo ees (continued)
894,317.
.....
181,771
980,433.
0.
.....
894,317.
0
980,433.
0.
181, 771.
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on
x
:
Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or 1ndiv1dualfor services
_j
No
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
th e orqan1zat1on
(Bl
Description of services
(A)
Name and business address
Capitol
Avenue,
Morgan
Indian
Inc.,
Services
108 N. Virginia
Falls
Church,
VA 22046
, 22780
Meredith
Asooc.,
Inc.
&
Creek Drive,
Suite
100, Dulles,
VA
!Event planners
Printing/mailing
mail
ciirect
(Cl
Compensation
325,684.
of
177,847.
Total number of independent contractors (1nclud1ngbut not l1m1tedto those listed above) who received more than
$100 000 1ncomoensation from the oraarnzat1on
2
Form 990 (2010)
032008
12-21-10
13440601
739466
FWFoundation
2010.03010
8
FreedomWorks
Foundation,
In
FWFOUNDl
Inc.
Foundation,
52-1526916
(A)
Total revenue
-VI VI
Cc
1 a Federated campaigns
1a
b Membership dues
1b
Ill :::,
... 0
~E
J~ c Fundra1sing events
-C>.,!2~~d-Related-organ1zat1onscn"e
CO
VI
.:;;
(B)
Related or
exempt function
revenue
Paae9
(D)
Revenue
excluded from
tax under
sections 512,
513, or 514
(Cl
Unrelated
business
revenue
1c
-----
-'Id
1e
1f
--
~---
--
~-
--
----
--
--
,,S.c
:so
C"C
oc
0111
4,485,499.
46,438.
~
4,485,499.
Business Code
GI
CJ
s;
2a
b
._ GI
J!~
E~
Ill GI
!;,a:
0
...
Q.
e
f
Royalties
6a
Gross Rents
(1)Real
....
....
....
....
72.
72 .
(11)Personal
5,373.
5,373.
....
5,373.
<4,103.1>
<4,103.
5,373
(u) Other
(1)Securities
47,962.
52,065.
<4,103.
>
....
GI
:::,
c
GI
>
GI
a:
...
GI
.c
....
9a
....
b
~
Other
income
Business Code
16,489.
900099
16,489.
b
c
d All other revenue
e Total. Add lines 11 a-11d
Total revenue. See instructions.
12
w,u,o
....
16,489
....4,503,330.
16,489.
0.
1,342
Form 990 (2010)
12-21-10
13440601
739466
FWFoundation
2010.03010
FreedomWorks
Foundation,
In FWFOUNDl
>
'
'
'
Part I
FreedomWorks
Foundation,
Inc.
5 2 -15 2 6 916
Pa e
10
Section 501 (c)(3) and 501(c)(4) organizations must complete all columns
All other organizations must complete column (A) but are not requtred to complete columns (B), (C), and (D)
(A)
{ti)
{Cl
Do not include amounts reported on lines 6b,
Total expenses
Program service
exoenses
61,408.
61,408.
Management and
general expenses
\UI
Fundraising
expenses
4
5
6
7
8
9
10
11
a
b
c
d
e
16
17
18
19
20
21
22
23
24
b
c
d
e
f
25
26
032010
Occupancy
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings
Interest
Payments to affiliates
Deprec1at1on,depletion, and amortization
Insurance
Otherexpenses.Itemizeexpensesnot covered
expensesm /me241.If line
above.(List miscellaneous
241amountexceeds10%of line 25, column(A)
amount,list line241expenseson Schedule0.)
fees
alloc
'
:
109,000.
109,000.
620,949.
470,904.
56,730.
93,315.
544,591.
420,548.
46,902.
77, 141.
4,211.
1,938.
50,352.
5, 521.
5,053.
66,017.
54,437.
36.
63,275.
120,653.
495.
1,177.
5,920.
815.
1,938.
9,745.
1,500.
120,617.
7,338.
26,156.
26,156.
688,044.
321,438.
514,710.
82,094.
650,864.
319,466.
360,082.
67,568.
2,500.
375.
47,744.
7,539.
34,680.
1,597.
106,884.
6,987.
240,267.
299,229.
179,882.
271,527.
26,273.
4,232.
34,112.
23,470.
74,528.
1,845.
67,420.
6,504.
1,845.
33,043.
24,727.
25,195.
19,300.
2,971.
2,054.
604.
4,877.
3,373.
'
i
I
32,106.
5,286.
4,684.
0.
0.
3,944,624.
335,251.
22,839.
2,378.
20,560.
<15,000.1>
3,164,915.
1,746.
5,286.
1,603.
7,521.
703.
<20,560.>
15,000.
344,013.
435,696.
0.
249,296.
85,955.
Form 990 (201O)
122110
13440601
739466
FWFoundation
2010.03010
10
FreedomWorks
Foundation,
In
FWFOUNDl
FreedomWorks
I Part
I Balance
Inc.
Foundation,
52-1526916
(A)
Beginning of year
Cash non-interest-bearing
11
1,632,020.
35.
62,500.
(B)
End of year
1
2,104,030.
2
3
62,500.
~~-
of Schedule L
6
Page
Sheet
J!I
CD
<
(/)
(/)
4,427.
3,425.
10a
'
(/)
CD
:s
Ill
13
13
14
Intangible assets
14
15
16
17
17
18
Grants payable
18
19
Deferred revenue
20
21
19
20
21
22
23
24
24
25
Other liab1l1t1es.
Complete Part X of Schedule D
26
28
"O
c
::::,
29
25
26
523,210.
523,210.
..
1,025,539.
1,134,615.
LL.
27
28
29
1,578,443.
1,057,774.
....Dand
..
616,535.
616,535.
<
CD
z
3,159,427.
22
iii
(/)
(/)
16
23
u
c
CD
989,472.
CD
(/)
12
15
2,776,689.
of Schedule L
Organizations
..
11
12
(/)
ID
5,592.
1,072,115.
:i
Ill
10c
10b
11
30
30
31
31
32
32
33
34
2 160 154
2,776,689.
t
33
34
2,636,217.
3,159,427.
Form 990 (2010)
032011 12-21-10
13440601
739466
FWFoundation
2010.03010
11
FreedomWorks
Foundation,
In FWFOUNDl
F~rm990 2010
FreedomWorks
Foundation,
Inc.
5 2 -15 2 6 916
Pa e
12
1
2
3
4
5
6
Total revenue (must equal Part VIII, column (A), hne 12)
Total expenses (must equal Part IX, column (A), hne 25)
2
3
4
5
6
4,503,330.
3,944,624.
558,706.
2,160,154.
<82,643.>
2 636 2_1_7
o
I
Yes
1
Cash
CxJAccrual
No
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain 1nSchedule 0.
2a
2b
2c
c If "Yes" to line 2a or 2b, does the organization have a committee that assumes respons1b1l1tyfor oversight of the audit,
review, or comp1lat1onof its f1nanc1alstatements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain 1nSchedule 0.
d If "Yes" to hne 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
CxJBoth consolidated
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth 1nthe Single Audit
3a
b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
3b
Form 990 (2010)
or audits exola1n whv 1nSchedule O and describe anv steos taken to underoo such audits
032012 12-21-10
13440601
739466
FWFoundation
2010.03010
12
FreedomWorks
Foundation,
In FWFOUNDl
SCHEDULE A
2010
Open to Public
Inspection
Employer identification number
FreedomWorks
____
OMB No 1545-0047
Foundation,
Inc.
52-1526916
The organization 1snot a private foundation because 1t1s.(For lines 1 through 11, check only one box.)
1_,D
A church, conv_e_rit1on_otchurches,_or_assoc1atJon_of_churches-described-in
section-170(b)(-1)(A)(i).------------------2 D
3 D
4 D
5 D
c1ty,andstate:~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part II.)
6 D
7
00
8 D
9 D
10 D
11 D
eD
(il)EIN
(iii) Typeof
(vi) Is the
(Iv) Is the organization(v) Didyou notify the
m col.
organizatmn
n col. (I) listedm your organizationm col. organization
(I)
organized
m the
(describedon Imes1-9 governingdocument? (i) of your support?
U.S.?
aboveor IRCsection
(see Instructions))
Yes
No
Yes
No
Yes
No
(vii) Amountof
support
Total
LHA For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
032021 12-21-10
13440601
739466
FWFoundation
2010.03010
13
FreedomWorks
Foundation,
In FWFOUNDl
(a) 2006
(bl 2007
(cl 2008
(dl2009
(el 2010
(fl Total
4157870.
4010100.
2936908.
3931825.
4485499.
19522202.
4157870.
4010100.
2936908.
3931825.
4485499.
19522202.
2_ Tax revenuesJev1edJor_the_organ-_
1zat1on'sbenefit and either paid to
or expended on its behalf
3 The value of services or fac1l1t1es
furnished by a governmental unit to
the organization without charge
4 Total. Add lines 1 through 3
5 The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)
6 Public sunnort.
4285006.
15237196.
(f) Total
(a) 2006
(bl 2007
(c)2008
(d) 2009
(el 2010
4157870.
4010100.
2936908.
3931825.
4485499.
266,363.
190,851.
211,752.
36,819.
19522202.
d1v1dends,payments received on
securities loans, rents, royalties
and income from s1m1larsources
72.
705,857.
214.
74,543.
500.
16,489.
91,746.
20319805.
D
14 Public support percentage for 2010 (line 6, column (f) d1v1dedby line 11, column (f))
74.99
14
%
%
65.51
15
15 Public support percentage from 2009 Schedule A, Part II, line 14
16a 33 1/3% support test - 2010. If the organization did not check the box on line 13, and line 14 1s33 1/3% or more, check this box and
stop here. The organization qualifies as a publicly supported organization
b 33 1/3% support test - 2009. If the organization did not check a box on line 13 or 16a, and line 15 1s33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
17a 10% -facts-and-circumstances
test - 2010.lf the organ1zat1ondid not check a box on line 13, 16a, or 16b, and hne 14 is 10% or more,
and 1fthe organization meets the "facts-and-circumstances" test, check this box and stop here. Explain 1nPart IV how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
b 10% -facts-and-circumstances
test - 2009.lf the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s10% or
more, and 1fthe organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the
organization meets the "facts-and-circumstances test. The organization qualifies as a publicly supported organization
....
D
D
18 Private foundation. If the organization did not check a box on hne 131 16a. 16b 117a1 or 17b 1 check this box and see instructions
....
Schedule A (Form 990 or 990-EZ) 2010
032022
12-21-10
13440601
739466
FWFoundation
2010.03010
14
FreedomWorks
Foundation,
In FWFOUNDl
Pa e3
rgamzat1ons
(Complete only 1fyou checked the box on line 9 of Part I or 1fthe organization failed to qualify under Part II If the organization fails to
qualify under the tests listed below, please complete Part II.)
(al2006
(bl 2007
(cl 2008
(dl 2009
(el 2010
(fl Total
(a) 2006
(b) 2007
(cl 2008
(dl 2009
(el 2010
(fl Total
4 Tax revenues levied for the organizat1on's benefit and either paid to
or expended on its behalf
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge
6 Total. Add lines 1 through 5
7a Amounts included on lines 1, 2, and
3 received from d1squal1f1edpersons
b Amounts
Included
onlines2 and3 received
fromotherthandosquahfoed
persons
that
exceedthegreater
of $5,000or 1%of the
amount on lme 13 for the year
15
16 Public su
16
ort
Section D. Computation
%
%
17 Investment income percentage for 2010 (line 1Oc, column (f) d1v1dedby line 13, column (f))
18 Investment income percentage from 2009 Schedule A, Part Ill, line 17
17
%
%
._1_8__.
_____________
19a 33 1/3% support tests 2010. If the organization did not check the box on line 14, and line 15 1smore than 33 1/3%, and line 17 1snot
more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
b 33 1/3% support tests - 2009. If the organization did not check a box on line 14 or line 19a, and line 16 1smore than 33 1/3%, and
line 18 1snot more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
20
Private foundation.
If the organization did not check a box on line 14 1 19a 1 or 19b 1 check this box and see instructions
03202312-21-10
13440601
739466
~D
~D
FWFoundation
2010.03010
15
FreedomWorks
Foundation,
In FWFOUNDl
S~hed~leA.Form990or990
art
2010
FreedomWorks
Foundation,
Inc.
52-1526916
Pa e4
Supplemental Information. Complete this part to provide the explanations required by Part II, line 1O; Part II, line 17a or 17b;
and Part Ill, line 12. Also complete this part for any add1t1onal1nformat1on(See instructions).
Schedule
Other
A, Part
program
II,
Line
10,
Explanation
for
Other
revenue
032024 12-21-10
13440601
Income:
739466
FWFoundation
2010.03010
16
FreedomWorks
Foundation,
In FWFOUNDl
\1
/
SCHED.Ut:.ED
(Form 990)
2010
Open to Public
Inspection
FreedomWorks
Part I
OMB No 1545-0047
Organizations
Foundation,
Inc.
52-1526916
Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete ,f the
1
2
--
'
..
om
Did the organization inform all donors and donor advisors in writing that the assets held ,n donor advised funds
are the organization's property, subject to the organization's exclusive legal control?
Did the organization inform all grantees, donors, and donor advisors 1nwriting that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
1m erm1ss1ble rivate benefit?
Part II
Conservation Easements. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 7.
Dves
DNo
Dves
DNo
Purpose(s) of conservation easements held by the organization (check all that apply).
D
Preservation of land for public use (e.g., recreation or education)
D
Preservation of an historically important land area
Complete lines 2a through 2d 1fthe organization held a qualified conservation contribution 1nthe form of a conservation easement on the last
day of the tax year.
Held at the Endof the Tax Year
2a
2b
2c
d Number of conservation easements included 1n(c) acquired after 8/17 /06, and not on a historic structure
3
2d
listed ,n the National Register
Number of conservation easements mod1f1ed,transferred, released, extinguished, or terminated by the organization during the tax
4
5
year~------Number of states where property subject to conservation easement 1slocated ~ ------Does the organization have a written policy regarding the periodic monitoring, 1nspect1on,handling of
7
8
Amount of expenses incurred 1nmonitoring, inspecting, and enforcing conservation easements during the year~
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
DNo
Dves
and section 170(h)(4)(B)(11)?
In Part XIV, describe how the organization reports conservation easements 1nits revenue and expense statement, and balance sheet, and
include, 1fapplicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
Dves
DNo
$ -------
conservation easements.
Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in ,ts revenue statement and balance sheet works of art,
historical treasures, or other s1m1larassets held for public exh1b1t1on,
education, or research 1nfurtherance of public service, provide, 1nPart XIV,
the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exh1b1t1on,
education, or research 1nfurtherance of public service, provide the following amounts
relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1
2
$ _______
~$
_______
~$
_______
$ _______
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032051
12-20-10
13440601
739466
FWFoundation
2010.03010
22
FreedomWorks
Foundation,
In FWFOUNDl
S~heduleD.Form990
Part Ill
3
2010
FreedomWorks
Or anizations Maintainin
Foundation,
Inc.
52-1526916
Pa e2
(continued)
llsing the organization's acqu1sit1on,accession, and other records, check any of the following that are a s1gnif1cantuse of its collection items
(check all that apply)
a
b
c
D
D
D
Public exh1b1t1on
Scholarly research
Preservation for future generations
~~~~~~~~~~~~~~~~~~~~~~~-
Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV.
During the year, did the organization sol1c1tor receive donations of art, historical treasures, or other s1m1larassets
to be sold to raise funds rather than to be ma1nta1nedas art of the or anization's collection?
D
Yes
Part IV Escrow and Custodial Arrangements. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian or other intermediary for contnbut1ons or other assets not included
on Form 990, Part X?
b If "Yes," explain the arrangement in Part XIV and complete the following table:
DYes
No
DNo
Amount
c Beginning balance
1c
d Add1t1onsdunng the year
1d
1e
e Distnbutions dunng the year
1f
Ending balance
LJ No
LJYes
2a Did the organization include an amount on Form 990, Part X, line 21?
b If" Yes exolain the arranaement in Part XIV
I Part V I Endowment Funds. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 1O.
(cl Two yearsback (dl Threeyearsback {el Fouryearsback
(bl Prior year
(al Current vear
1a
b
c
d
e
f
g
2
a
b
c
3a
'
Yes
by:
(i) unrelated organizations
(ii) related organizations
b If "Yes" to 3a(11),
are the related organizations listed as required on Schedule R?
Descnbe 1nPart XIV the intended uses of t he oraanizat1on's end owment f und s
4
I Part VI I Land, Buildings, and Equipment. See Form 990, Part x. line 1o.
Description of investment
No
3afil
3a(iil
3b
(c) Accumulated
deprec1at1on
1a Land
b Buildings
c Leasehold improvements
d Equipment
e Other
Total. Add lines 1a throuoh 1e (Column (d) must eaual Form 990, Part X, column (BJ, /me 10(c) J
o.
032052
1~-20-10
13440601
739466
FWFoundation
2010.03010
23
FreedomWorks
Foundation,
In FWFOUNDl
FreedomWorks
I Part
Foundation,
Inc.
52-1526916
Page3
x, line 12.
(c) Method of valuation:
Cost or end-of-year market value
(1) F1nanc1alderivatives
(2) Closely-held equity interests
(3) Other
(Al
(Bl
Private
restricted
equity,
use
End-of-Year
989,472.
Market
Value
(Cl
(Dl
(E\
(F)
(Gl
(Hl
(I)
989,472.
Total. (Col (b) must eQualForm 990, Part X, col (B) hne 12.)~
I Part
x, hne 13.
(c) Method of valuation:
Cost or end-of-year market value
(1 l
(2)
(31
(4)
(51
(6)
(71
(81
(9)
(10)
Total (Col (b) must eQualForm 990, Part X, col (B) line 13.)~
I Part
IX
Other Assets.
(1)
(2)
(3)
(4)
(5)
(6)
(71
(8)
(91
(10)
~
Total. (Column (b) must eaua/ Form 990, Part X, col (B) /me 15)
X Other Liabilities. See Form 990, Part x, line 25.
(a) Description of hab1hty
1.
I Part
(1)
(2)
Due to
related
(b)Amount
organization
523,210.
(31
(41
(5)
(6)
(71
(8)
(9)
(10)
(11)
Total. (Column (b) must equal Form 990, Part X, col (B) /me 25)
"
"+O ,,,........
'"!'I
..,,.,.. ,..,....
1n
A.IV,
~ ................
1ne
........
01
uu, .........,....u
lU
Liii;
-:,-
523,210.
~
;;a,---
;;a,,u,.,,,,,..1uw1
UICU
.,.,....,.,,
..
UIC'
I
...
--
IUI
739466
LdA
12-20-10
13440601
.. , ,,......, ,.,.,.
FWFoundation
2010.03010
24
Freedomworks
Foundation,
In FWFOUNDl
FreedomWorks
I Part XI I Reconciliation
Foundation,
52-1526916
Inc.
rotal revenue (Form 990, Part VIII, column (A), line 12)
Total expenses (Form 990, Part IX, column (A), line 25)
5
6
7
8
9
Excess or (def1c1tlfor the vear oer audited financial statements. Combine lines 3 and 9
10
5
6
7
8
9
10
Page4
Investment expenses
Prior period adjustments
Other (Describe 1nPart XIV)_,,
4,503,330.
3,944,624.
558,706.
<82,643.>
<82,643.>
476,063.
Total revenue, gains, and other support per audited financial statements
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
4,423,237.
2a
2b
<82,643.1>
2,550.
2c
2d
3
<80,093.>
4,503,330.
4c
5
4,503,330.
2e
Amounts included on Form 990, Part VIII, line 12, but not on line 1:
I 4a I
4b
3
4
2a
2b
2c
2d
2e
3
Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line ?b
2,550.
3,944,624.
I 4a I
4b
XIVI Supplemental
3,947,174.
2,550.
I Part
0.
4c
5
0.
3,944,o:i4.
Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part Ill, lines 1a and 4; Part IV, lines 1b and 2b, Part V, line 4; Part
X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, Imes 2d and 4b. Also complete this part to provide any additional 1nformat1on.
Part
X, Line
positions
for
2:
The Foundation
the
year
ended
had
no significant
December
31,
uncertain
tax
2010.
13440601
739466
FWFoundation
2010.03010
25
FreedomWorks
Foundation,
In FWFOUNDl
SCHEDU(.E F
(Form 990)
Department of the Treasury
Internal Revenue Service
2010
Open to Public
Inspection
Employer identification number
FreedomWorks
Foundation,
Inc.
I Part I I General Information on Activities Outside the United States.
____
OMB No 1545-004 7
52-1526916
Complete 1fthe organization answered "Yes"
EXJYes D
For grantmakers. Describe 1nPart V the organization's procedures for monitoring the use of grant funds outside the United States.
Act1v1t1es
cer Rea1on.(The following Part
(a) Region
(b) Number of
offices
1nthe region
Europe
Iceland
Contribution
(Including
& Greenland)
~ocated
in
to
No
(f) Total
expenditures
for and
investments
1nregion
recipient
109,000,
region,
109,000,
0
0
Sub-total
b Total from continuation
0
0
sheets to Part I
c Totals (add lines 3a
0
0
and 3bl
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
3a
0.
109,000,
032071
12-20-10
13440601
739466
FWFoundation
2010.03010
26
FreedomWorks
Foundation,
In FWFOUNDl
ScheduleF(Form990)2010
Part II
FreedomWorks
Foundation,
Inc.
52-1526916
Paoe2
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 15, for any
I
I
recipient who received more than $5,000. Check this box 1fno one rec1p1entreceived more than $5,000
Part II can be duplicated 1fadd1t1onalspace 1sneeded.
1
(a) Name of organization
(b) IRScodesection
and EIN(1fapplicable)
(c) Region
~urope
Iceland
(Including
&
Greenland)
(g) Amount of
non-cash
of cash grant cash disbursement
assistance
(d) Purpose of
(e)Amount
grant
General
support
(h) Desc~1pt1on
of non-cash
ass1sta;nce
I
~o
(i) Method of
~aluat1on (book, FMV,
appraisal, other)
of
he Organization's
mission.
109,000.
;.Jire transfers
0.
Enter total number of rec1p1entorganizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by
the IRS, or for which the grantee or counsel has provided a section 501 (c)(3) equ1valency letter
(t} Manner of
27
FreedomWorks
Foundation,
Inc.
52-1526916
Page3
Grants and Other Assistance to Individuals Outside the United States. Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 16.
Part Ill can be duplicated 1faddrt:1onalspace 1sneeded.
(b) Region
(c) Number of
rec1p1ents
(d) Amount of
cash grant
(e) Manner of
cash disbursement
(f) Amount of
non-cash
assistance
(g) Descript1dn of
non-cash assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
28
FreedomWorks
Foundation,
52-1526916
Inc.
Pa e4
Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If 'Yes,' the
Yes
[X]
No
Did the organization have an interest in a foreign trust during the tax year? If 'Yes, the organization
may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and
~=~--=~------
Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Fore1g_n_1i_ru_s_t_W._'tth
______
.. .. .. .. . . .. .. .. .. .. .. .. .. .. .. .. .. . .. .. .. .. .. .. .. ..
00
No
DYes
[X]
No
DYes
00
No
DYes
00
No
00
No
Yes
Did the organization have an ownership interest 1na foreign corporation during the tax year? If 'Yes,'
the organization may be required to fife Form 54 71, Information Return of U.S. Persons with respect to
Certain Foreign Corporations
Did the organization have an ownership interest 1na foreign partnership during the tax year? If 'Yes,'
the organization may be reqwred to file Form 8865, Return of U.S Persons with respect to Certain
Foreign Partnerships
Did the organization have any operations 1nor related to any boycotting countries during the tax year? If
'Yes,' the organization may be reqwred to fife Form 5713, lnternat1onal Boycott Report (see Instructions
Yes
032074
12-20-10
13440601
739466
FWFoundation
2010.03010
29
Freedomworks
Foundation,
In FWFOUNDl
FreedomWorks
Foundation,
Inc.
5 2 -15 2 6 916
Pa e 5
Supplemental Information
Complete this part to provide the 1nformat1onrequired by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method);
Part II, line 1 (accounting method); Part Ill (accounting method), and Part Ill, column (c) (estimated number of recipients), as applicable.
Also complete this part to provide any add1t1onal1nformat1on.
Schedule
F, Part
organizations
with
I,
Line
similar
2: Contributions
goals
are
made to support
and missions.
032075 12-20-10
13440601
739466
FWFoundation
2010.03010
30
FreedomWorks
Foundation,
In FWFOUNDl
SCHEDULt G
(Form 990 or 990-EZ)
FreedomWorks
____
2010
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
Open To Pubhc
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
Inspection
Attach to Form 990 or Form 990-EZ.
Seese arate instructions.
Employer identification number
IPart I I
OMB No 1545-0047
Fundraising Activities.
Foundation,
52-1526916
Inc.
Complete 1fthe organization answered "Yes' to Form 990, Part IV, hne 17. Form 990-EZ filers are not
00 Mail sohc1tat1ons
[X]
D
gD
f
2 a Did the organization have a written or oral agreement with any ind1v1dual(1nclud1ngofficers, directors, trustees or
key employees listed 1nForm 990, Part VII) or entity 1nconnection with professional fundra1s1ngservices?
DNo
00Yes
b If "Yes," list the ten highest paid md1v1dualsor ent1t1es(fundra1sers) pursuant to agreements under which the fundra1ser 1sto be
compensated at least $5,000 by the organization.
(i) Name and address of 1nd1v1dual
or entity (fundra1ser)
Stephen
Clouse
& Associates,
Inc,
- 43538 Golden Meadow
Clearword
Group,
(ii) Act1v1ty
(ii~ Did
tun raiser
h!v~o~~s~r~r
contnbut1ons?
Yes
No
IFundraising
Counsel
558,959,
11,138,
547,821,
Direct
Services
289,541.
15,018,
274,523,
Communication
Inc,
- 12841
Braemar
822,344,
848,500,
26,156,
~
3 List all states 1nwhich the organization 1sregistered or licensed to sohc1tcontributions or has been notified 1t1sexempt from reg1strat1on
or l1cens1ng.
Total
AL,AK,AR,AZ,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO
MT,NE,NV,NH,NM,NY,NC,ND,0H,0K,0R,NH,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY
See
Part
IV for
continuations
032081 01-13-11
13440601
739466
FWFoundation
2010.03010
31
FreedomWorks
Foundation,
In
FWFOUNDl
2010
un raising
FreedomWorks
Foundation,
Inc.
52-1526916
Pa e2
vents. Complete 1fthe organization answered "Yes to Form 990, Part IV, line 18, or reported more than $15,000
of fund raising event contributions and gross income on Form 990-EZ, lines 1 and 6b List events wrth gross receipts greater than $5,000.
(a) Event #1
(event type)
Q)
(bl Event #2
(total number)
(event type)
::J
cQ)
>
Q)
a: 1 Gross receipts
IJ)
Q)
Cash prizes
Noncash prizes
IJ)
'
cQ)
c. 6
RenVfac1l1tycosts
t5
11! 7
ci
Entertainment
I Part
Ill
Gaming. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 19, or reported more than
(a) Bingo
Q)
::J
cQ)
>
Q)
a:
1 Gross revenue
IJ)
Q)
Cash prizes
IJ)
cQ)
c. 3
~
t5
11! 4
ci
Noncash prizes
RenVfac1l1tycosts
Other direct expenses
LJYes
DNo
% LJYes
% LJYes
Volunteer labor
DNo
~ ,<
DNo
:.
I
I
Enter the state(s) 1nwhich the organization operates gaming act1vrt1es:------------------.,.......,...--.,....-,-a Is the organization licensed to operate gaming act1v1ties1neach of these states?
LJ Yes LJ No
LJ Yes LJ No
10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year?
b If "Yes," explain:--------------------------------------------
032082 01-13-11
13440601
739466
FWFoundation
2010.03010
32
FreedomWorks
Foundation,
In FWFOUNDl
Schedule G Form990or990-
FreedomWorks
2010
Foundation,
Inc.
No
12 Is the organization a grantor, benef1c1aryor trustee of a trust or a member of a partnership or other entity formed
to administer charitable gaming?
Dves
13a
13b
14
DNo
%
%
Enter the name and address of the person who prepares the organization's gam1ng/spec1alevents books and records:
Name ....
Address .... --------------------------------------------15a Does the organization have a contract with a third party from whom the organization receives gaming revenue?
b If "Yes," enter the amount of gaming revenue received by the organization .... $
of gaming revenue retained by the third party .... $ ------c If "Yes," enter name and address of the third party:
Dves
No
-------
Name .... ---------------------------------------------Gaming manager compensation .... $ ------Description of services provided .... -------------------------------------
Director/officer
Employee
Independent contractor
17 Mandatory d1stribut1ons:
a Is the organization required under state law to make charitable d1stribut1onsfrom the gaming proceeds to
Dves
DNo
retain the state gaming license?
b Enter the amount of d1stribut1onsrequired under state law to be distributed to other exempt organizations or spent 1nthe
or anizat1on's own exem t activ1t1esdurin the tax ear
$
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (111)
and (v), and Part Ill,
lines 9, 9b, 1Ob, 15b, 15c, 16, and 1?b, as applicable. Also complete this part to provide any add1t1onal1nformat1on(see 1nstruct1ons).
Schedule
G, Part
I,
(i)
Name of
Fundraiser:
(i)
Address
of
(i)
Name of
Fundraiser:
(i)
Address
of
12841
Braemar
Line
2b,
List
Stephen
Fundraiser:
43538
Clearword
of
Ten Highest
Clouse
Paid
& Associates,
Golden
Ashburn,
Group,
VA
20147
Inc.
Fundraiser:
Village
Plaza,
#51,
Bristow,
VA
20136
Schedule G (Form 990 or 990-EZ) 2010
032083 01-13-11
13440601
Inc.
Meadow Circle,
Communication
Fundraisers:
739466
FWFoundation
2010.03010
33
FreedomWorks
Foundation,
In FWFOUNDl
OMB No 1545-0047
SCHEDULE I
(Form 990)
2010
Open to Public
Inspection
Employer identification
FreedomWorks
Inc.
Foundation,
I Part h~i:I
General Information_ on Grants and Assistan~
1
number
52-1526916
Does the organization ma1nta1nrecords to substantiate the amount of the grants or assistance, the grantees' elig1b11ity
for the grants or assistance, and the selection
Describe 1nPart IV the orQanizat1on'sprocedures for monitorinQ the use of qrant funds 1nthe United States
[X]
Yes
0No
Part~ll--'.j Grants and Other Assistance to Governments and Organizations in the United States. Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 21, for any
..
-.
(b) EIN
(d) Amount of
cash grant
(e) Amount of
non-cash
assistance
w.
Ohio Street
I
- -
(g) Description of
non-cash assistance
beneral
Indianapolis,
IN 46204
Indiana
to Life
Right
Advance America
101
- (f)llllethoa oT
valuation (book,
FMV, appraisal,
other)
35-1510587
20,000.
o.
support
pJganization's
Blvd,
Suite
Pointe
220 - Indianapolis,
IN
General
46250
35-1816219
501(c)(3)
20,000.
0.
support
b~ganization's
~he purpose
Floor
LLC
ti.al the
110 Arnold
Mill
Woodstock,
GA 30188
2
3
LHA
Park,
Suite
200
15,000.
For Paperwor1< Reduction Act Notice, see the Instructions for Form 990.
Part
IV for
Column
(h)
the
of
of
the
grant
and
a film
I
~
I~
See
0.
of
mission.
production
~Jstribution
20-4039366
032101 01-13-11
the
Education
Trust
Ground
of
mission.
1.
2
descriptions
34
I Part
IV
Suoolemental
Schedule
are
Part
in
I,
line
II,
Name of
I,
with
the
l,
and
compelli~g
journey
complex
issues
2:
or
race
expenses
to
ensure
they
budget.
Government:
Ground
or Assistance:
of
reviews
Paqe2
{h}:
distribution
of
The Foundation
proposed
Column
of Grant
production
032102 01-13-11
Line
Organization
{h} Purpose
(c) Amount of
cash grant
Information. Complete this part to provide the information required in Part I, line 2, and any other additional 1nformat1on.
Part
line
(b) Number of
rec1p1ents
52-1526916
of
one
and
The purpose
a film
person
Floor
across
called
the
LLC
of
the
"Runaway
United
grant
Slave";
States
to
is
the
a
address
the
politics.
35
SCHEDULEJ
(Form 990)
Compensation Information
OMB No 1545-0047
2010
Open to Public
Inspection
Employer identification
FreedomWorks
Foundation,
I Part I I Questions Regarding Compensation
Inc.
number
52-1526916
Yes
--
No
--
Part VII, Section A, line 1a. Complete Part Ill to provide any relevant information regarding these items
[XJ
[XJ
D
D
D
D
D
D
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or
reimbursement or prov1s1onof all of the expenses described above? If "No," complete Part Ill to explain
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a?
3
1b
Indicate which, 1fany, of the following the organization uses to establish the compensation of the organization's
CEO/Executive Director. Check all that apply.
!XJCompensation committee
D Independent compensation
[X]
consultant
[XJ
[X]
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the f1l1ng
4a
4b
4c
x
x
x
For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
a The organization?
5a
5b
x
x
a The organization?
6a
6b
For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
For persons listed 1nForm 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subJect to the
1n1t1al
contract exception described 1nRegulations section 53.4958-4(a)(3)? If "Yes," describe in Part Ill
9
x
x
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described 1n
032111
12-21-10
13440601
739466
FWFoundation
2010.03010
36
FreedomWorks
Foundation,
In
FWFOUNDl
52-1526916
FreedomWorks
Foundation,
Inc.
Schedule J (Form 990) 201 O
Part II I Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
Paqe2
For each 1nd1v1dualwhose compensation must be reported 1nSchedule J, report compensation from the organization on row (1)and from related orgamzat1ons, describe~ 1nthe 1nstruct1ons, on row (11)
Do not list any individuals that are not listed on Form 990, Part VII
Note. The sum of columns (B)(i)-(11i)
must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(B) Breakdown of W-2 and/or 1099-MISC compensation
(i) Base
compensation
(A) Name
(i)
1
Matt
Kibbe
Hon.
Richard
Judi th
Wayne Brough
(ii)
(i)
K. Armey
(ii)
(il
Mulcahy
(ii)
(i)
(ii)
(i)
s Mary Byrne
(ii)
(i)
s Richard
Walker
(ii)
(il
Adam Brandon
(ii)
(i)
s Max Pappas
(ii)
(i)
(ii)
10
(il
(ii)
119,302.
155,698.
250,000.
250,000.
70,809.
79,191.
91,814.
48,290.
53,564.
92,436.
42,656.
79,873.
45,432.
56,860.
78,860.
61,139.
(iii) Other
reportable
compensation
0.
0.
0.
0.
5,084.
6,572.
0.
0.
636.
844.
973.
507.
176.
304.
349.
651.
443.
557.
560.
440.
16,125.
21,375.
22,500.
0.
10,875.
10,875.
12,000.
12,000.
16,250.
16,250.
15,500.
15,500.
(ii)
12
(ii)
13
(ii)
14
(ii)
15
(il
(ii)
16
liil
7,197.
9,303.
ce1
(D)
Nontaxable
benefits
Total of tolumns
I
(B)(1)-(D)
8,082.
10,447.
0.
0.
0.
0.
4,053.
5,372.
10,846.
5,654.
0.
0.
4,120.
7,680.
6,019.
7,560.
4,812.
3,788.
7,556.
10,016.
5,970.
3,113.
2,623.
4,517.
5,960.
11,109.
6,277.
7,884.
3,691.
2,906.
13~,665.
182,020.
250,000.
250,000.
99,,179.
ll~,798.
132,103.
571, 564.
671, 238.
1081, 132.
651, 085.
1111, 313.
741,421.
891,111.
1031, 423.
831, 773.
(Fl
Compensation
reported 1nprior
Form 990 or
Form990-EZ
0.
0.
0.
0.
0.
0.
0.
0.
0.
o.
0.
0.
0.
0.
o.
0.
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
I
(i)
11
(C)
Retirement and
other deferred
compensation
(i)
(i)
(i)
(i)
37
032112 12-21-10
-------
--
FreedomWor ks
Foundation,
52-1526916
Inc
Paqe3
Complete this part to provide the mfonnat1on, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, Sa, Sb, Ga, 6b, 7, and 8 Also complete this part for any add1t1onal1nformat1on.
Part
I,
Line
contract,
flies
la:
First-class
first-class
travel:
for
business
Richard
trips
Armey
and,
- pursuant
at
times,
to
terms
of
with
companions.
38
SCHEDUL~ L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
OMB No 1545-0047
2010
Open To Public
Inspection
Employer identification
FreedomWorks
Foundation,
enef1t ransact1ons
Inc.
number
52-1526916
Comolete 1fthe orgamzatron answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, lrne 40b.
--(-bf
(cl Corrected?
Descriptron of transaction
Yes
No
2 Enter the amount of tax rmposed on the orgamzatron managers or d1squalrf1edpersons during the year under
.... $ -------.... $ --------
sectron 4958
3 Enter the amount of tax, 1fany, on line 2, above, reimbursed by the organization
IPart Ii I
Como ete rf the oroamzat1on answered ''Y es " on Form 990, Part IV, I1ne26 , or Form 990 EZ Pa rt V , I1ne38 a.
(fl Approvea
(e) In
(a) Name of interested
(b) Loan to or from
(c) Original principal
(d) Balance due
by board or
amount
default?
person and purpose
the organization?
?
..
To
Yes
From
Yes
No
Yes
No
.... $
Total
I Part
No
(g) Written
agreement?
Ill
032131
12-21-10
13440601
739466
FWFoundation
2010.03010
39
FreedomWorks
Foundation,
In FWFOUNDl
FreedomWorks
Foundation,
Inc.
52-1526916
Pa e2
ersons.
Complete 1fthe oraanizat1on answered "Yes" on Form 990, Part IV, hne 28a, 28b, or 28c.
(a) Name of interested person
(d) Descnpt1on of
transaction
(c) Amount of
transaction
{eJ .::,nanngof
organization's
revenues?
Yes
Dagny,
LLC
President's
spouse
Management
33,000.
No
I
I
I Part
I Supplemental
Information
Complete this part to provide add1t1onal1nformat1onfor responses to questions on Schedule L (see instructions).
Sch L,
Part
IV,
(a)
Name of
(b)
Relationship
President's
(d)
Description
Business
Person:
Transactions
Dagny,
Between
spouse
of
is
Involving
Interested
LLC
Interested
Person
and
Organization:
100% owner
Transaction:
Management
consulting
032132
12-21-10
13440601
Persons:
739466
FWFoundation
2010.03010
40
FreedomWorks
Foundation,
In FWFOUNDl
SCHEDUL~ M
(Form 990)
Noncash Contributions
OMB No 1545-0047
I Part
Foundation,
----------------------,applicable-
2
3
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Inc.
Types of Property
9
10
11
Open to Public
Inspection
Employer identification number
FreedomWorks
Check 1f
4
5
6
7
8
2010
52-1526916
00
~
~
Number of
Noncash contribut1on__ ____
Mc:..:..:ce""th-'-'occ:d-'---o::cf---:d"-'e'--'t=er
______
_
1
-contributrons-or- -amounts-reported-on
noncash contribution amounts
items contributed Form 990 Part VIII line 1 a
46,438.
2
Securities - Publicly traded
Securities - Closely held stock
Securities - Partnership, LLC, or
trust interests
Securities - Miscellaneous
Qualified conservation contribution
Historic structures
Qualified conservation contribution - Other
Real estate - Res1dent1al
Real estate - Commercial
Real estate - Other
Collectibles
Food inventory
Drugs and medical supplies
Taxidermy
Historical artifacts
Sc1ent1f1c
specimens
Archeolog1cal artifacts
(
)
Other ~
)
Other ~
(
)
(
Other ~
(
)
Other ~
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
Fair
market
30a During the year, did the organization receive by contribution any property reported 1nPart I, lines 1-28 that 1tmust hold for
at least three years from the date of the 1nit1alcontribution, and which is not required to be used for exempt purposes for
the entire holding period?
b If "Yes," describe the arrangement in Part II.
31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions?
b If "Yes," describe 1nPart II.
33 If the organization did not report an amount in column (c) for a type of property for which column (a) 1schecked,
describe 1nPart II.
LHA
value
Yes
No
--
30a
31
32a
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032141
12-23-10
13440601
739466
FWFoundation
2010.03010
41
FreedomWorks
Foundation,
In FWFOUNDl
SCHEDULl; 0
(Form 990 or 990-EZ)
2010
Open to Public
Inspection
FreedomWorks
Form 990,
OMB No 1545-004 7
Part
I,
Line
Part
III,
l,
Foundation,
Inc.
Description
52-1526916
of Organization
Mission:
policy.
Form 990,
Freedom
Connector:
launching
to
Part
Grassroots
other
Line
that
broadly
CPA firm
Part
and
general
VI,
draft
copy
counsel
and
comments
after
reviews
editing.
After
edits
President
and
Form 990,
Part
and
annually
employees
between
Foundation.
all
VI,
are
are
for
Section
by the
such
Program
Board
disclose
conflict
in
its
ideas
Services:
large
our
grants
B, line
11:
provided
to
members
compiled
made,
own individual
If
Other
board
Treasurer
shall
their
is
interested
and
tour.
promotes
Section
developing
other.
and
including
in
people
Executing
556,885.
Form 990,
each
4d,
Mobilization:
Expenses$
signed
with
Services:
participated
enabling
Book launch
III,
events
New Program
platform
network
me Liberty:
Form 990,
2,
The Foundation
an online
and programs
Give
Line
core
economic
of$
170,408.
Foundation
and
audit
final
review,
B, Line
12c:
interests
does
exist,
with
form
signature
and
to
the
and
and
Secretary
director
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
of
or
by independent
staff,
for
990 is
employees.
those
and
O.
outside
review.
CPA firm
and
Governance
of Directors
annually
prepared
committee
of
rallies
issues.
senior
discussed
version
scale
Revenue$
Form 990 is
and
final
and medium
All
for
provided
to
the
filing.
Ethics
Policy
Board
is
of directors
any direct
conflict
FreedomWorks
employee
shall
provide
032211
01-24-11
13440601
739466
FWFoundation
2010.03010
42
FreedomWorks
Foundation,
In FWFOUNDl
201 O
Pa e2
Employer identification number
FreedomWorks
the
Secretary
written
attempting
matter
to
has
Form
990,
Part
VI,
and
990's
is
semi-annual
Board
compensation
The process
the
Form
then
for
990,
Part
15:
on information
other
DC-based
the
to
to
CEO and
determining
is
VI,
relationship
refrain
Foundation
until
obtained
from
the
discuss
includes
completion
from
outside
with
compensation
and vote
our
similar
This
general
budgets.
committee
on.
of
at
process
This
a
includes
Chairman.
compensation
17,
shall
The process
non-profits
the
determined
Line
and
on FreedomWorks
B, Line
meeting
52-1526916
resolved.
presented
organization
such
influence
and
Inc.
based
of
for
of
Section
study
information
of
any
reviewed
a compensation
counsel
notice
exert
been
Foundation,
List
of
by the
of
other
officers
or
key
employees
President.
States
receiving
copy
of
Form 990:
AL,AK,AR,AZ,CA,CO,CT,DC,FL,GA,HI,IL,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO,NH,NJ,NM
NY,NC,ND,OH,OK,OR,PA,RI,SC,UT,VT,VA,WA,WV,WI,TN
Form
990,
the
Part
following
documents,
status,
VI,
Section
documents
the
conflict
of
statements.
Form
Part
Net
unrealized
Form
990,
Part
available
IRS exemption
financial
990,
C, Line
XI,
losses
XII,
for
policy,
5,
FreedomWorks
public
application,
interest
line
19:
Changes
in
inspection:
IRS letter
prior
three
Net
Assets:
recognizing
years
Line
makes
all
governing
of
the
exempt
Form 990 and
-82,643.
on investments:
2C:
Schedule O (Form 990 or 990-EZ) (2010)
01-24-11
13440601
Foundation
739466
FWFoundation
2010.03010
43
FreedomWorks
Foundation,
In FWFOUNDl
..
..
Pa e2
FreedomWorks
FreedomWorks
Foundation
responsibility
and
for
selection
Form
990,
Average
Part
Richard
Matt
Kibbe,
VP of
Max Pappas,
VP of
Public
Jordan,
Adam Brandon,
VP of
VP of
21 hours
per
Fed.
per
20 hours
21 hours
per
21 hours
& Grassroots
& State
week
per
per
21 hours
week
week
week
Campaigns,
Campaigns,
Communications,
per
week
21 hours
per
21 hours
per
per
week
week
week
01-24-11
13440601
statements
week
21 hours
Policy,
VP Political
financial
B:
Research/Secretary,
Development,
John
its
Operations/Treasurer,
VP of
Walker,
of
assumes
Organization
21 hours
VP of
audit
that
accountant.
Chairman,
President,
52-1526916
commmittee
A, Column
Byrne,
Richard
the
Week on Related
K. Armey,
Mulcahy,
of
Section
Inc.
an audit
an independent
Per
Wayne Brough,
Mary
has
oversight
VII,
Hours
Hon.
Judith
of
Foundation,
739466
FWFoundation
------
2010.03010
-
----
44
Freedomworks
Foundation,
In FWFOUNDl
OMB No 1545-0047
SCHEDULER
(Form990)
2010
.... Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
.... Attach to Form 990.
.... See separate instructions.
FreedomWorks
Part I
_..
Open to Public
Inspection
Foundation,
I 152-1526916
Inc.
Identification of Disregarded Entities (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 33.)
(a)
Name, address, and EIN
of disregarded entity
(b)
Primary activity
(c)
(d)
Total income
foreign country)
(e)
End-of-yea,
"""'1
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 34 because 1thad one or more telated tax-exempt
organizations during the tax year.)
(a)
Name, address, and EIN
of related organization
FreedomWorks,
Inc. - 52-1349353
400 North Capitol
Street,
NW, 11765
Washington,
DC 20001
(b)
Primary act1v1ty
Public policy,
and educational
organization.
(c)
(d)
Legal dom1c1le(state or
foreign country)
Exempt Code
section
LHA
(e)
Public charity
status (1fsection
501(c)(3))
(f)
Direct controlling
Ientity
Sect1o}?J2(bX13)
controlled
en11ty?
Yes
No
advocacy
District
of Columbia
~Ol(c)(4)
~/A
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032161
12-21-10
I
I
45
'
FreedomWorks
ScheduleR(Fonn990)2010
Foundation,
I 52-1526916
Inc.
Page2
Part Ill
(a)
(b)
(c)
(d)
Primary activity
Legal
domocole
(state or
Direct controlling
entity
foreign
country)
Part IV
(e)
(f)
Predominantincome
Share of total
~related,unrelated,
income
exc udedfrom tax under
sections512-514)
(g)
(h)
Share of
end-of-year
assets
Disproportionlate allocatoons?
Yes
No
(j)
(k)
(i)
General oo Percentage
CodeV-UBI
amount in box managing ownership
20 of Schedule partner?
K-1 (Form 1065) Yes No
Identification of Related Organizations Taxable as a Corporation or Trust (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 34 bec~use 1thad one or more related
organizations treated as a corporation or trust during the tax year.)
I
(a)
(b)
Primary act1v1ty
(c)
(d)
(e)
Legal dom,cole
(state or
Direct controlling
entity
Type of entity
(C corp, S corp,
or trust)
foreign
country)
032162 12-21-10
46
(f)
Share of tota
income
I
I
Identification of Related Organizations Taxable as a Partnership (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 34 because 1thad one or more related
organizations treated as a partnership during the tax year.)
I
(g)
(h)
Share of
end-of-year
assets
Percentage
ownership
ScheduleR(Form990)2010
Part V
FreedomWorks
Foundation,
Inc.
Transactions With Related Organizations (Complete 1fthe organization answered "Yes" to Form 990, Part IV, line 34, 35, 35a, or 36.)
I 52-1526916
Page3
Note. Complete line 1 1fany entity 1slisted 1nParts II, Ill, or IV of this schedule.
Yes
During the tax year, did the organization engage 1nany of the following transactions with one or more related organizations listed in Parts II-IV?
1b
1c
..
1d
1e
I
f
1f
1g
I
I
h Exchange of assets
i
1h
1i
1i
1k
11
1m
Nd
x
x
x
x
x
1a
a Receipt of (i) interest (ii) annu1t1es(iii) royalties or (iv) rent from a controlled entity
~.
x
x
x
x
x
x
x
x
x
x
1n
1o
1D
1a
x
x
(a)
Name of other organization
I
I
his I
(b)
Transaction
type (a-r)
lud
d relationsh
(c)
Amount involved
1r
hreshold
(d)\
Method of d termining
1
amount involved
I
273,310.
(1)
FreedomWorks,
Inc.
(2)
FreedomWorks,
Inc.
(3)
FreedomWorks,
Inc.
93,325.
rracked
directly
(4)
FreedomWorks,
Inc.
758,296.
Tracked
directly
1,242,131.
~llocated
based
on space
used
Allocated
based
ohemployee
time
(5)
(6)
032163 12-21-10
----
47
I
Schedule R (Form 990) 2010
ScheduleR(Form990)2010
Part VI
FreedomWorks
Foundation,
Inc.
I 52-1526916
I
Unrelated Organizations Taxable as a Partnership (Complete 1fthe organization answered "Yes" to Form 990, Part IV, hne 37.)
Page4,.
.-
Provide the following 1nformat1onfor each entity taxed as a partnership through which the organization conducted more than five percent of rts act1v1t1es
(measured by tbtal assets or gross revenue)
that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
I
(a)
(b)
(c)
(d)
(e)
(f)
(g)
(h)
Primary act1v1ty
Legal domicile
(state or foreign
country)
Share of end-of
year assets
Disproport1onate
allocat,ons?
CodeV-UBI
amount in box 20
of Schedule K-1
(Form 1065)
General or
managing
partner?
organizations?
Yes
No
Yes
Nol
Yes
No
48
...,.,
8868
Form
(Rev. January 2011)
Oepartmeni of the Treasury
lntemal Revenue Service
If you are f1hngfor an Automatic 3-Month Extension, complete only Part I and check this box
If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously flied Form 8868.
Electronic filing (e-file). You can electronically file Form 8868 1fyou need a 3-month automatic extension of time to file (6 months for a corporat1on
required to file Form 990-1), or an add1t1onal(not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension
Assoc1ated.W1th-Certain-----of time to file any of the forms listed 1nPart I or Part II with the excei:1tionof Form &_870,Jn1ormat1on.Return.for_Transfers
Personal Benefit Contracts, which must be sent to the IRS 1npaper format (see instructions). For more details on the electronic f1hngof this form,
v1s1twww.1rs ov/ef1/e and click on e-f1/e for Char,t1es & Non refits
A corporation required to file Form 990-T and requesting an automatic 6-month extension check this box and complete
Part I only
All other corporations (mc/udmg 1120-C filers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time
to file mcome tax returns.
Type or
Employer identification
number
print
File by the
due date for
llllng your
return See
Instructions
FreedomWorks
Foundation,
Inc.
52-1526916
Number, street, and room or suite no. If a P.O. box, see 1nstruct1ons.
400 North
Capitol
Street,
NW,
No.
765
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
Washington,
DC
20001
Enter the Return code for the return that this application 1sfor (file a separate appl1cat1onfor each return)
Application
Is For
Return
Code
01
Form 990
Form 990-BL
Form 990-EZ
Form 990-PF
Form 990-T !sec. 401 !al or 4081al trustl
Form 990-T (trust other than above)
02
Form 1041-A
03
04
Form4720
Form 5227
05
Form 6069
06
Form8870
10
11
If the organization does not have an office or place of business in the United States, check this box
If this 1sfor a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN)
1
~D
- 400 North
DC 20001
12
.
Capitol
Code
07
08
09
The Organization
Thebooksaremthecareof
.... 765 - Washington,
Telephone No..... 2 0 2 - 7 8 3 - 3 8 7 0
box
Return
Application
Is For
Form 990-T (coroorat1on)
Street,
NW, Suite
FAX No .....
. If this is for the whole group, check this
and attach a hst with the names and EINs of all members the extension 1sfor.
I request an automatic 3-month (6 months for a corporat1on required to file Form 990-1) extension of time until
Augu St 15 , 2 0 11
, to file the exempt organization return for the organization named above. The extension
1sfor the organization's return for:
If the tax year entered 1nline 1 is for less than 12 months, check reason:
D
3a
b
Initial return
Final return
If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See 1nstruct1ons.
3a
0.
3b
0.
3c
0.
If this application 1sfor Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax oavments made. Include anv oner vear overoavment allowed as a credit.
Balance due. Subtract line 3b from hne 3a. Include your payment with this form, 1frequired,
bv usma EFTPS (Electronic Federal Tax Pavment Svsteml. See 1nstruct1ons.
Caution. If you are going to make an electronic fund withdrawal with this Form 8868 1 see Form 8453-EO and Form 8879-EO for payment 1nstruct1ons.
LHA
023841
01-03-11
12420511
739466
FWFoundation
2010.03010
48
Freedomworks
Foundation,
In
FWFOUNDl