Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 4,030,731 | 4,583,138 | 3,938,525 | 5,119,205 | 4,324,660 | 21,996,259 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,030,731 | 4,583,138 | 3,938,525 | 5,119,205 | 4,324,660 | 21,996,259 |
| 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).. | 239,357 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 21,756,902 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,030,731 | 4,583,138 | 3,938,525 | 5,119,205 | 4,324,660 | 21,996,259 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 14,754 | 16,034 | 11,172 | 6,423 | 48,383 | |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 10,695 | 21,428 | 59,825 | 146,110 | 108,035 | 346,093 |
| 11 | Total support. Add lines 7 through 10 | 22,390,735 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization'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 disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | 238,058 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 1, PART I, LINE 6 | VOLUNTEERS ASSIST WITH THE COMPILATION AND ORGANIZATION OF PREPARING PRINTED INFORMATION FOR DISTRIBUTION AND ASSIST AT THE FUNDRAISING EVENT. |
| FORM 990, PAGE 2, PART III, LINE 4A | ECONOMIC AND UNION REFORM POLICY: ENGAGED CITIZENS TO PROTECT THE FREE MARKET, INDIVIDUAL LIBERTY BY PROMOTING LIMITED, TRANSPARENT, AND ACCOUNTABLE GOVERNMENT, WITH AN EMPHASIS ON INFORMING PUBLIC EMPLOYEE UNION MEMBERS OF THEIR RIGHTS. PUBLISHED 40 OP EDS IN THE LOCAL MEDIA AND NATIONAL OUTLETS INCLUDING THE WALL STREET JOURNAL ON TOPICS SUCH AS RIGHT TO WORK, UNION FORGERIES, COLLECTIVE BARGAINING TRANSPARENCY, OPTING OUT OF UNIONS, ETC. STAFF MEDIA APPEARANCES: 220 TIMES IN PRINT, AND ONLINE, 50 TV APPEARANCES, AND 100 TIMES ON RADIO. PRODUCED STUDIES AND RESEARCH REPORTS ON TOPICS SUCH AS UNION POLITICAL SPENDING, LABOR STANDARDS, UNION LOBBYING, AND EDUCATION SPENDING. COMMUNICATIONS AND COMMUNITY SERVICES: DRAFTED AND EXECUTED PLANS TO PERSUASIVELY COMMUNICATE THE FREEDOM FOUNDATION'S MISSION OF ADVANCING INDIVIDUAL LIBERTY, FREE ENTERPRISE, AND LIMITED ACCOUNTABLE GOVERNMENT. PUBLISHED 12 MONTHLY "LIVING LIBERTY" JOURNALS (6,200 SUBSCRIBERS), AND BI-YEARLY MAGAZINE "FREEDOM MATTERS". CREATED BILLBOARDS, FLIERS IN NEWSPAPERS, RADIO AND BUS ADS. PROVIDED SPEAKERS TO 6 SPEAKING EVENTS AROUND THE STATE. REGULARLY UPDATED WEBSITE BLOG (480 POSTS) AND MAINTAINED WEBSITE MYFREEDOMFOUNDATION.COM WITH 1,260,000 PAGE VIEWS. PURCHASED FACEBOOK AND GOOGLE ADS TO EXPAND REACH VIA SOCIAL MEDIA AND INTERNET PLATFORMS. CREATED 25 VIDEOS TELLING THE STORIES OF GOVERNMENT UNION EMPLOYEES. LEGAL: PROVIDE LEGAL ASSISTANCE TO PUBLIC EMPLOYEES WHO WERE BEING DENIED THEIR RIGHTS TO OPT OUT OF PAYING FOR POLITICAL PURPOSES. FILED PUBLIC RECORDS REQUESTS TO OBTAIN LISTS OF HOME HEALTH CARE AND CHILD CARE PROVIDERS IN WASHINGTON, OREGON, CALIFORNIA, OHIO, AND PENNSYLVANIA IN ORDER TO INFORM THESE INDIVIDUALS OF THEIR RIGHT UNDER HARRIS VS. QUINN. FOUGHT UNION IN COURT TO PROTECT THE PUBLIC RECORDS ACT AND PROVIDE PUBLIC ACCESS TO LISTS OF UNION MEMBERS. NOTIFIED OVER 1,500,000 PUBLIC SECTOR UNION MEMBERS OF THEIR RIGHTS VIA EMAIL, PHONE CALLS, POST CARDS, AND DOOR-TO-DOOR CONTACT. INVESTOR RELATIONS: ESTABLISHED TO INFORM AND ENGAGE POLICY MAKERS, COMMUNITY LEADERS AND CONCERNED CITIZENS, ENCOURAGE THEM TO PROVIDE POSITIVE AND ACTIVE INFLUENCE OVER PUBLIC POLICY DECISION-MAKING AND TO PROMOTE THE FOUNDATION'S MISSION TO AN INCREASING AUDIENCE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE BOARD TREASURER, DIRECTOR OF FINANCE, AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION AND IS SENT TO EACH BOARD MEMBER FOR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE FOUNDATION'S OFFICERS REVIEW THE PRIOR AND CURRENT BUSINESS CONNECTIONS OF ALL POTENTIAL TRUSTEES AND EMPLOYEES PRIOR TO THEIR SELECTION/HIRE FOR POSSIBLE CONFLICTS OF INTEREST. IF AN ACTUAL OR PERCEIVED CONFLICT EXISTS IN THE OPINION OF THE FOUNDATION'S MANAGEMENT, THEN THE CANDIDATE WILL NOT BE SELECTED FOR THE POSITION OR WILL BE ASKED TO TERMINATE THE CONFLICTED RELATIONSHIP. FULL-TIME EMPLOYEES ARE REQUIRED TO INFORM MANAGEMENT IF THEY INTEND TO ACCEPT A SECOND JOB OR SELF-EMPLOYMENT SO THAT POTENTIAL CONFLICTS WITH THE WORK FOR THE FOUNDATION CAN BE IDENTIFIED. IF A CONFLICT OF INTEREST IS DISCOVERED BY MANAGEMENT DUE TO AN EMPLOYEE'S SECOND JOB OR SELF- EMPLOYMENT, THE FOUNDATION CAN REQUIRE RESOLUTION OF THE MATTER WITHIN SEVEN DAYS OR THE EMPLOYEE CAN BE TERMINATED. ALL CONTRACTS ARE REVIEWED BY MANAGEMENT TO ENSURE NO CONFLICTS OF INTEREST EXIST BETWEEN TRUSTEES, EMPLOYEES, AND THIRD PARTY VENDORS. IF LAWSUITS ARE UNDERTAKEN FOR THIRD PARTIES, THE FOUNDATION'S GENERAL COUNSEL CHECKS FOR ANY PRIOR INVOLVEMENT WITH INTERESTED PARTIES TO THE LITIGATION THAT MIGHT INVOLVE A CONFLICT OF INTEREST. IF A CONFLICT EXISTS IN A CONTRACT OR A LAWSUIT, THE FOUNDATION WILL NOT ENTER INTO THE CONTRACT OR REPRESENT THE THIRD PARTY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS SETS THE COMPENSATION LEVEL FOR THE CEO. THE ANNUAL COMPENSATION BUDGET IS REVIEWED BY THE BOARD OF DIRECTORS AND COMPARED TO THE FINANCIAL HEALTH OF THE FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE CEO OF THE FOUNDATION SETS THE COMPENSATION LEVEL FOR ALL NEW HIRES AND DETERMINES INCREASES FOR CURRENT EMPLOYEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | INTERESTED PERSONS ARE GIVEN ACCESS TO GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS VIA GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES, AND UPON WRITTEN REQUEST OR IN PERSON. PROVIDING DOCUMENTS IN PERSON OR BY EMAIL: WE HAVE TWO REQUEST FORMS, ONE FOR THE FORM 990 AND THE SECOND FOR THE FORM 1023. |
| FORM 990, PART XI, LINE 9 | RETROSPECTIVE RESTATEMENT OF FMV INVESTMENT 31,875 PRIOR PERIOD ADJUSTMENT TO RECONCILE TO FINAL AUDI 140,957 TOTAL 172,832 |
| Software ID: | |
| Software Version: |