Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE FREEDOM FORUM INC
 
Number and street (or P.O. box number if mail is not delivered to street address)610 WATER STREET SW 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20024
A Employer identification number

54-1604427
B Telephone number (see instructions)

(202) 292-6100
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$650,188,749
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 484,430
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 9,587,734 13,402,228 13,402,228
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,660,119
b Gross sales price for all assets on line 6a 89,381,188
7 Capital gain net income (from Part IV, line 2)... 22,335,204
8 Net short-term capital gain......... 10,258,358
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 52,438 332,466 52,438
12 Total. Add lines 1 through 11........ 25,784,721 36,069,898 23,713,024
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,971,559 263,833 263,833 1,971,700
14 Other employee salaries and wages...... 5,410,300 29,208 29,208 5,421,091
15 Pension plans, employee benefits....... 1,764,059 5,335 5,335 1,796,571
16a Legal fees (attach schedule)......... 692,521 0 0 706,187
b Accounting fees (attach schedule)....... 215,488 10,774 10,774 253,344
c Other professional fees (attach schedule).... 4,553,905 1,950,475 1,950,475 4,164,451
17 Interest............... 1,781,202 0 0 1,781,202
18 Taxes (attach schedule) (see instructions)... 983,705 0 0 529,101
19 Depreciation (attach schedule) and depletion... 1,170,223 0 0
20 Occupancy.............. 3,061,239 291,014 291,014 3,217,040
21 Travel, conferences, and meetings....... 1,881,627 53,437 53,437 1,883,129
22 Printing and publications.......... 77,590 0 0 78,494
23 Other expenses (attach schedule)....... 3,667,123 0 0 3,339,199
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,230,541 2,604,076 2,604,076 25,141,509
25 Contributions, gifts, grants paid....... 493,500 464,500
26 Total expenses and disbursements. Add lines 24 and 25 27,724,041 2,604,076 2,604,076 25,606,009
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,939,320
b Net investment income (if negative, enter -0-) 33,465,822
c Adjusted net income (if negative, enter -0-)... 21,108,948
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,391,398 2,610,089 2,610,089
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow1,343
Less: allowance for doubtful accounts right arrow   314,738 1,343 1,343
4 Pledges receivable right arrow34,295
Less: allowance for doubtful accounts right arrow   10,613 34,295 34,295
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 103,318,556 Click to see attachment
List of Attached Documents:
// Content
119,546,317
119,546,317
b Investments—corporate stock (attach schedule)....... 279,651,121 Click to see attachment
List of Attached Documents:
// Content
292,258,379
292,258,379
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 190,636,204 Click to see attachment
List of Attached Documents:
// Content
208,134,122
208,134,122
14 Land, buildings, and equipment: basis right arrow17,116,095
Less: accumulated depreciation (attach schedule) right arrow5,651,650 11,805,750 11,464,445 11,464,445
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
17,369,168
Click to see attachment
List of Attached Documents:
// Content
16,139,759
Click to see attachment
List of Attached Documents:
// Content
16,139,759
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 606,497,548 650,188,749 650,188,749
Liabilities 17 Accounts payable and accrued expenses.......... 8,783,718 8,558,642
18 Grants payable................. 105,500 119,500
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
41,064,980
Click to see attachment
List of Attached Documents:
// Content
41,158,409
23 Total liabilities (add lines 17 through 22)......... 49,954,198 49,836,551
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 556,543,350 600,352,198
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 556,543,350 600,352,198
30 Total liabilities and net assets/fund balances (see instructions). 606,497,548 650,188,749
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
556,543,350
2
Enter amount from Part I, line 27a .....................
2
-1,939,320
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
45,919,081
4
Add lines 1, 2, and 3 ..........................
4
600,523,111
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
170,913
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
600,352,198
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a GOLDMAN SACHS-BROKERAGE LT      
b GOLDMAN SACHS-ADVISORY ST      
c GOLDMAN SACHS-ADVISORY 2 LT      
d GOLDMAN SACHS-ADVISORY 2 ST      
e GOLDMAN SACHS-CORP FI LT      
ALTERNATIVE INVESTMENTS OFFSHORE P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 23,534,836   15,002,666 8,532,170
b 750,429   749,283 1,146
c 13,362,268   10,240,126 3,122,142
d 43,233,299   39,651,172 3,582,127
e 1,825,271   1,402,737 422,534
6,675,085     6,675,085
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       8,532,170
b       1,146
c       3,122,142
d       3,582,127
e       422,534
      6,675,085
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 22,335,204
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 10,258,358
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 465,175
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 465,175
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 465,175
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 134,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 363,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 497,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,809
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 30,016
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow30,016 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAL, AR, AK, CA, CT, DC, FL, GA, IL, KS, ME, MD, MA, MI, MN, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, VA, WA, WV, WI, CO, KY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.FREEDOMFORUM.ORG
14
The books are in care ofright arrowSHERRY MINEAR Telephone no.right arrow (202) 292-6100

Located atright arrow610 WATER ST SW SUITE 300WASHINGTONDC ZIP+4right arrow20024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAN NEUHARTH CHAIR AND TRUSTEE
40.00
794,216 26,397 81,645
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
SHERRY MINEAR CHIEF FINANCIAL OFFICER & TREASURER
40.00
351,251 22,918 21,645
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
CINDY KEITH CHIEF HUMAN RESOURCE OFFICER
40.00
219,567 23,388 23,336
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
MICHAEL COLEMAN SECRETARY/TRUSTEE
10.00
54,466 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
JAMES ABBOTT TRUSTEE
5.00
22,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
LUCY DALGLISH TRUSTEE
5.00
20,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
R DAVID EDELMAN TRUSTEE
10.00
41,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
JACK KIRSCHENBAUM TRUSTEE
10.00
34,487 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
JOSH KIRSCHENBAUM TRUSTEE
5.00
31,000 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
MALCOLM R KIRSCHENBAUM TRUSTEE
10.00
70,064 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
JOHN LEE IV TRUSTEE
10.00
61,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
DANIELLE NEUHARTH-KEUSCH TRUSTEE
5.00
32,000 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
PETER S PRICHARD TRUSTEE
10.00
67,008 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
ORAGE QUARLES III TRUSTEE
10.00
70,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
BARBARA WALL TRUSTEE
5.00
59,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
JUDY WOODRUFF TRUSTEE
5.00
21,000 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
BRENT JONES TRUSTEE
5.00
20,500 0 0
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
CATHY TROST CHIEF ENGAGEMENT OFF
40.00
342,943 21,723 20,925
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
DOUGLAS NEIL CHIEF DIGITAL OFFICE
40.00
329,728 28,564 18,910
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
PATRICIA RHULE CHIEF CONTENT OFFICE
40.00
260,760 25,418 2,836
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
SARITA BHARGAVA VICE PRESIDENT/COMMU
40.00
235,967 38,692 11,004
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
KEVIN GOLDBERG FIRST AMENDMENT SPEC
40.00
234,821 20,454 866
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
Total number of other employees paid over $50,000...................right arrow 38
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
LUDWIG PLUS LLC MARKETING 1,618,429
30300 TELEGRAPH RD SUITE 300
BINGHAM FARMS,MI48025
GOLDMAN SACHS PRINCETON FUND LTD INVESTMENT ADVISOR 812,968
200 WEST STREET
NEW YORK,NY102822198
DALBERG CONSULTING US LLC CONSULTING 623,750
155 WEST 23RD STREET 6TH FLOOR
NEW YORK,NY10011
RAND CONSTRUCTION CORPORATION CONSTRUCTION 542,645
1029 N ROYAL STREET
ALEXANDRIA,VA22314
DANIEL DIONISIO CONSULTING 456,500
591 EVERNIA STREET APT 1916
WEST PALM BEACH,FL33401
Total number of others receiving over $50,000 for professional services.............right arrow65
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 EXPENDITURES MADE TO ADVANCE AND MAINTAIN THE OPERATIONS AND OPERATIONAL ASSETS OF FREEDOM FORUM, INC. 25,141,509
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
595,804,916
b
Average of monthly cash balances.......................
1b
1,532,377
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
597,337,293
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
597,337,293
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,960,059
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
588,377,234
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
29,418,862
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
25,606,009
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
828,919
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
26,434,928
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
2008-05-15
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
21,108,948 27,049,545 3,603,982 17,618,628 69,381,103
b 85% (0.85) of line 2a ......... 17,942,606 22,992,113 3,063,385 14,975,834 58,973,938
c Qualifying distributions from Part XI,
line 4 for each year listed .....
26,434,928 28,597,024 36,058,276 17,433,985 108,524,213
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
464,500 461,401 440,269 78,000 1,444,170
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
25,970,428 28,135,623 35,618,007 17,355,985 107,080,043
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
        0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
19,612,575 18,033,030 20,246,487 20,199,597 78,091,689
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
        0
(3) Largest amount of support
from an exempt organization
        0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20016
  PC FREE SPIRIT SCHOLARSHIP 1,000

APPALACHIAN STATE UNIVERSITY

ASU BOX 32004
BOONE,NC28608
  PC FREE SPIRIT SCHOLARSHIP 1,000

ARIZONA STATE UNIVERSITY

PO BOX 870412
TEMPE,AZ85281
  PC FREE SPIRIT SCHOLARSHIP 1,000

BERRY COLLEGE INC

PO BOX 490129
MOUNT BERRY,GA30149
  PC FREE SPIRIT SCHOLARSHIP 1,000

BOISE STATE UNIVERSITY

1910 UNIVERSITY DRIVE
BOISE,ID83725
  PC FREE SPIRIT SCHOLARSHIP 1,000

COLLEGE OF WILLIAM & MARY

PO BOX 8795
WILLIAMSBURG,VA23187
  PC FREE SPIRIT SCHOLARSHIP 1,000

COLUMBIA UNIVERSITY

2950 BROADWAY
NEW YORK,NY10027
  PC FREE SPIRIT SCHOLARSHIP 1,000

CORNELL UNIVERSITY

377 PINE TREE ROAD
ITHACA,NY14850
  PC FREE SPIRIT SCHOLARSHIP 1,000

DEPAUL UNIVERSITY

1 EAST JACKSON BLVD
CHICAGO,IL60604
  PC FREE SPIRIT SCHOLARSHIP 1,000

DRAKE UNIVERSITY

2507 UNIVERSITY AVENUE
DES MOINES,IA50311
  PC FREE SPIRIT SCHOLARSHIP 1,000

EMERSON COLLEGE

120 BOYLSTON STREET
BOSTON,MA02116
  PC FREE SPIRIT SCHOLARSHIP 1,000

HARVARD UNIVERSITY

1033 MASSACHUSETTS HALL
CAMBRIDGE,MA02138
  PC FREE SPIRIT SCHOLARSHIP 3,000

LOYOLA UNIVERSITY

6525 N SHERIDAN ROAD
CHICAGO,IL60626
  PC FREE SPIRIT SCHOLARSHIP 1,000

MIDDLEBURY COLLEGE

152 MAPLE STREET SUITE G01
MIDDLEBURY,VT05753
  PC FREE SPIRIT SCHOLARSHIP 1,000

NORTHEAST WISCONSIN TECHNICAL COLLEGE

2740 WESH MASON STREET PO BOX 19042
GREEN BAY,WI54307
  PC FREE SPIRIT SCHOLARSHIP 1,000

NORTH DAKOTA STATE UNIVERSITY

NDSU DEPT 3100 PO BOX 6050
FARGO,ND58108
  PC FREE SPIRIT SCHOLARSHIP 1,000

NORTHWESTERN UNIVERSITY

1801 HINMAN AVENUE
EVANSTON,IL60208
  PC FREE SPIRIT SCHOLARSHIP 3,000

RIPON COLLEGE

300 SEWARD ST
RIPON,WI54971
  PC FREE SPIRIT SCHOLARSHIP 1,000

SEATTLE UNIVERSITY

901 12TH AVENUE
SEATTLE,WA98122
  PC FREE SPIRIT SCHOLARSHIP 1,000

ST LOUIS UNIVERSITY

3545 LINDELL BLVD
ST LOUIS,MO63103
  PC FREE SPIRIT SCHOLARSHIP 1,000

STANFORD UNIVERSITY

520 LASUEN MALL OLD UNION 322
STANFORD,CA94305
  PC FREE SPIRIT SCHOLARSHIP 2,000

SUFFOLK UNIVERSITY

41 TEMPLE STREET
BOSTON,MA02114
  PC FREE SPIRIT SCHOLARSHIP 1,000

UNIVERSITY OF MISSOURI-COLUMBIA

109 REYNOLDS ALUMNI CENTER
COLUMBIA,MO65211
  PC FREE SPIRIT SCHOLARSHIP 1,000

UNIVERSITY OF HAWAII

2600 CAMPUS ROAD QLCSS 112
HONOLULU,HI96822
  PC FREE SPIRIT SCHOLARSHIP 1,000

UNIVERSITY OF MICHIGAN

515 E JEFFERSON ST
ANN ARBOR,MI48109
  PC FREE SPIRIT SCHOLARSHIP 1,000

UNIVERSITY OF PENNSYLVANIA

3451 WALNUT STREET
PHILADELPHIA,PA19104
  PC FREE SPIRIT SCHOLARSHIP 2,000

UNIVERSITY OF NOTRE DAME

115 MAIN BUILDING
NOTRE DAME,IN16556
  PC FREE SPIRIT SCHOLARSHIP 2,000

YALE UNIVERSITY

P O BOX 2038
NEW HAVEN,CT06521
  PC FREE SPIRIT SCHOLARSHIP 2,000

A SAFE PLACE INC

5B WINDY WAY
NANTUCKET,MA02554
  PC TRUSTEE INITIATIVES 2,500

AGING MATTERS

360 W KING ST
COCOA,FL32926
  PC TRUSTEE INITIATIVES 6,000

AMERICAN JOURNALISM PROJECT

6218 GEORGIA AVE NW
WASHINGTON,DC20011
  PC TRUSTEE INITIATIVES 5,000

ASSOCIATION FOR TRADITIONAL STUDIES

119 COXE AVENUE
ASHEVILLE,NC28801
  PC TRUSTEE INITIATIVES 5,000

BOYS & GIRLS CLUBS OF CENTRAL FLORIDA

1800 W HIBISCUS BLVD
MELBOURNE,FL32904
  PC TRUSTEE INITIATIVES 2,000

BREVARD ACHIEVEMENT CENTER INC

1845 COGSWELL STREET
ROCKLEDGE,FL32955
  PC TRUSTEE INITIATIVES 5,000

CENTRAL BREVARD HUMANE SOCIETY

1020 COX RD
COCOA,FL32929
  PC TRUSTEE INITIATIVES 1,000

CASACHILDREN'S AFTER SCHOOL ARTS

584 CASTRO ST 264
SAN FRANCISCO,CA94114
  PC TRUSTEE INITIATIVES 1,000

CHRIST THE KING CHURCH

1 MCCURDY ROAD
OLD LYME,CT06371
  CHURCH TRUSTEE INITIATIVES 5,000

COCOA BEACH WOMAN'S CLUB FOUNDATION INC

PO BOX 1104
COCOA BEACH,FL32932
  PC TRUSTEE INITIATIVES 2,500

CORPORATION OF YADDO

P O BOX 395
SARATOGA SPRINGS,NY12866
  PC TRUSTEE INITIATIVES 2,000

DOW JONES NEWS FUND

PO BOX 300
PRINCETON,NJ08543
  POF TRUSTEE INITIATIVES 25,000

EAST COAST ZOOLOGICAL ASSOCIATION OF FLORIDA

8225 N WICKHAM RD
MELBOURNE,FL32940
  PC TRUSTEE INITIATIVES 10,000

EYE TO EYE INC

733 THIRD AVENUE FLOOR 16
NEW YORK,NY10017
  PC TRUSTEE INITIATIVES 2,500

FLORIDA SURF MUSEUM INC

PO BOX 321453
COCOA BEACH,FL32932
  PC TRUSTEE INITIATIVES 2,500

FOOLPROOF FOUNDATION

516 DELANNOY AVE
COCOA,FL32922
  PC TRUSTEE INITIATIVES 10,000

FRIENDS OF THE CHILDRENS ADVOCACY OF BREVARD INC

1100 ROCKLEDGE BLVD
ROCKLEDGE,FL32955
  PC TRUSTEE INITIATIVES 1,000

HEALTH FIRST FOUNDATION INC

3300 S FISKE BLVD
ROCKLEDGE,FL32955
  PC TRUSTEE INITIATIVES 10,000

HELEN KELLER INTERNATIONAL

1 DAG HAMMARSKJOLD PLAZA
NEW YORK,NY10017
  PC TRUSTEE INITIATIVES 20,000

INSITUTE FOR EDUCATION

4410 MASSACHUSETTS AVE NW
WASHINGTON,DC20016
  PC TRUSTEE INITIATIVES 10,000

INTERNATIONAL WOMEN'S MEDIA FOUNDATION

1625 K STREET NW
WASHINGTON,DC20006
  PC TRUSTEE INITIATIVES 5,000

MIDDLEBURG COMMUNITY CENTER

300 W WASHINGTON ST
MIDDLEBURG,VA20117
  PC TRUSTEE INITIATIVES 2,500

MIDDLEBURG LIBRARY ADVISORY BOARD INC

PO BOX 1823
MIDDLEBURG,VA20118
  PC TRUSTEE INITIATIVES 2,500

NANTUCKET CONSERVATION FOUNDATION INC

PO BOX 13
NANTUCKET,MA02554
  PC TRUSTEE INITIATIVES 2,500

PELETAH MINISTRIES

PO BOX 14253
NEW BERN,NC28561
  PC TRUSTEE INITIATIVES 10,000

PROMISE INC

4105 NORFOLK PARKWAY
WEST MELBOURNE,FL32904
  PC TRUSTEE INITIATIVES 2,000

REBIRTH AND DEVELOPMENT

3145 23RD STREET
SAN FRANCISCO,CA94110
  PC TRUSTEE INITIATIVES 7,500

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607
  PC TRUSTEE INITIATIVES 5,000

SAVE THE CHIMPS INC

16891 CAROLE NOON LANE
FT PIERCE,FL34945
  PC TRUSTEE INITIATIVES 2,500

SOUTH BREVARD WOMEN'S CENTER INC

1565 SARNO ROAD
MELBOURNE,FL32935
  PC TRUSTEE INITIATIVES 2,500

SOUTH DAKOTA SYMPHONY ORCHESTRA

301 S MAINE AVE
SIOUX FALLS,SD57104
  PC TRUSTEE INITIATIVES 2,500

SPACE COAST PRIDE INC

PO BOX 672
MELBOURNE,FL32902
  PC TRUSTEE INITIATIVES 5,000

SPECIAL OPERATIONS WARRIOR FOUNDATION

1137 MARBELLA PLAZA DRIVE
TAMPA,FL33619
  PC TRUSTEE INITIATIVES 25,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MAMPHIS,TN38105
  PC TRUSTEE INITIATIVES 5,000

ST VINCENT DE PAUL MIDDLETOWN

PO BOX 398
MIDDLETOWN,CT06457
  CHURCH TRUSTEE INITIATIVES 5,000

START EMPOWERMENT INC

14205 N MO PAC EXPY STE 570 PMB
307751
AUSTIN,TX78728
  PC TRUSTEE INITIATIVES 7,500

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306
  PC TRUSTEE INITIATIVES 5,000

STERNE SCHOOL

838 KEARNY ST
SAN FRANCISCO,CA94108
  PC TRUSTEE INITIATIVES 5,000

SURFSIDE PLAYERS INC

301 RAMP ROAD
COCOA BEACH,FL32931
  PC TRUSTEE INITIATIVES 2,500

THE CHILDREN'S HUNGER PROJECT INC

7817 SHADOWOOD DR
MELBOURNE,FL32904
  PC TRUSTEE INITIATIVES 1,000

THE CORNELL DAILY SUN ALUMNI ASSOCIATION

139 W STATE STREET
ITHACA,NY14850
  PC TRUSTEE INITIATIVES 10,000

THE FORT TICONDEROGA ASSOCIATION INC

PO BOX 390 30 FORT TI ROAD
TICONDEROGA,NY12883
  PC TRUSTEE INITIATIVES 5,000

THE GRIDIRON CLUB AND FOUNDATION

529 14TH ST NW
WASHINGTON,DC20045
  PC TRUSTEE INITIATIVES 7,000

THE HAMLIN SCHOOL

2120 BROADWAY
SAN FRANCISCO,CA94118
  PC TRUSTEE INITIATIVES 2,500

THE HAVEN FOR CHILDREN INC

555 GRANT AVE
SATELLITE BEACH,FL32937
  PC TRUSTEE INITIATIVES 1,000

THE JAMES W FOLEY LEGACY FOUNDATION

200 MARCY STREET SUITE 102
PORTSMOUTH,NH03801
  PC TRUSTEE INITIATIVES 5,000

THE LOST CHURCH

65 CAPP STREET
SAN FRANCISCO,CA94103
  PC TRUSTEE INITIATIVES 5,000

TICONDEROGA AREA BACKPACK PROGRAM

10 TEMPERANCE POINT
TICONDEROGA,NY12883
  PC TRUSTEE INITIATIVES 1,000

UNC HUSSMAN SCHOOL OF JOURNALISM AND MEDIA FOUNDATION

313 CARROL HALL CAMPUS BOX 3365
CHAPEL HILL,NC27599
  PC TRUSTEE INITIATIVES 9,000

UND ALUMNI ASSOCIATION AND FOUNDATION

3501 UNIVERSITY AVE STOP 8157
GRAND FORKS,ND58202
  PC TRUSTEE INITIATIVES 25,000

UNION GOSPEL MISSION

701 E 8TH ST
SIOUX FALLS,SD57103
  PC TRUSTEE INITIATIVES 2,500

UNITED WAY OF BREVARD

937 DIXON BLVD
COCOA,FL32922
  PC TRUSTEE INITIATIVES 2,000

UNIVERSITY OF FLORIDA

PO BOX 117300
GAINESVILLE,FL23611
  PC TRUSTEE INITIATIVES 5,000

UNIVERSITY OF SOUTH DAKOTA FOUNDATION

1110 NORTH DAKOTA STREET
VERMILLION,SD57069
  PC TRUSTEE INITIATIVES 15,000

UVA ALUMNI FUND FREE EXPRESSION FUND #50121

PO BOX 400314
CHARLOTTESVILLE,VA22904
  PC TRUSTEE INITIATIVES 5,000

VANDERBILT UNIVERSITY SCHOOL OF LAW

2301 VANDERBILT PLACE
NASHVILLE,TN37240
  PC TRUSTEE INITIATIVES 5,000

WEST STREET RECOVERY PROJECT

2012 EMANCIPATION AVE
HOUSTON,TX77003
  PC TRUSTEE INITIATIVES 5,000

WHITE HOUSE CORRESPONDENTS' ASSOCIATION

600 NEW HAMPSHIRE AVE NW SUITE 610
WASHINGTON,DC20037
  PC TRUSTEE INITIATIVES 3,000

WILLIAM PEACE UNIVERSITY ADVANCEMENT

15 EAST PEACE STREET
RALEIGH,NC27604
  PC TRUSTEE INITIATIVES 6,000

YALE UNIVERSITY

1 PROSPECT STREET
NEW HAVEN,CT06511
  PC TRUSTEE INITIATIVES 5,000

NATIONAL CONSTITUTION CENTER

525 ARCH STREET
PHILADELPHIA,PA20006
  PC GENERAL SUPPORT 25,000

INTERNATIONAL WOMEN'S MEDIA FOUNDATION

1625 K STREET NW STE 1275
WASHINGTON,DC20006
  PC 2024 COURAGE IN JOURNALISM AWARDS 10,000

NATIONAL CONSTITUTION CENTER

525 ARCH STREET
PHILADELPHIA,PA20006
  PC 2024 LIBERTY MEDAL AWARDS 10,000

UNIVERSITY OF SOUTH DAKOTA FOUNDATION

1110 NORTH DAKOTA STREET
VERMILLION,SD57069
  PC JAMES ABBOTT SCHOLARSHIP FUND 25,000

NATIONAL PRESS FOUNDATION

1211 CONNECTICUT AVENUE NW SUITE
310
WASHINGTON,DC20036
  PC GENERAL SUPPORT 1,000
Total .................................right arrow 3a 464,500
bApproved for future payment

FREE SPIRIT SCHOLAR RECIPIENTS
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
  PC 50 $1,000 FREE SPIRIT SCHOLARSHIPS 50,000

TRUSTEE INITIATIVES GRANTS
610 WATER STREET SW SUITE 300
WASHINGTON,DC20024
  PC 3 $5,000 TRUSTEE INITIATIVES GRANTS 15,000
Total ................................. right arrow 3b 65,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 9,587,734  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 35,718  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 15,660,119  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME
        16,720
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 25,283,571 16,720
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,300,291
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A FMV OF BENEFITS DONOR RECEIVED FROM FREE EXPRESSION PROGRAM
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE FREEDOM FORUM INC
 
Employer identification number

54-1604427
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number
54-1604427
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ALAN PERKINS
550 N ST SW APT S301
 
WASHINGTON, DC20024

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
BETTE BAO LORD
740 PARK AVENUE
 
NEW YORK, NY10021

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
BRENT W JONES
1839 MAGNOLIA FRUIT DR
 
DUMFRIES, VA22026

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
CHARLES L OVERBY
332 CANTON STONE DR
 
FRANKLIN, TN37067

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
EUGENE POLICINSKI POWELL
12001 MARKET ST 359
 
RESTON, VA20190

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
FIDELITY CHARITABLE GIFT FUND
 
PO BOX 55158
 
BOSTON, MA02205

$ 22,040


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number
54-1604427
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
GANNETT CO INC
 
1675 BROADWAY 23RD FLOOR
 
NEW YORK, NY10019

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
GARTNER FAMILY FOUNDATION
 
100 MARKET STREET UNIT 515
 
DES MOINES, IA50309

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
GOLDMAN SACHS AND CO
101 CONSTITUTION AVENUE STE 1000E
 
WASHINGTON, DC20001

$ 5,600


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
JACK KIRSCHENBAUM
207 ANTIGUA DRIVE
 
COCOA BEACH, FL32931

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
JAMES W ABBOTT
16 E TWIN OAKS EST
 
SIOUX FALLS, SD57105

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
JAN NEUHARTH
800 W WASHINGTON ST
 
MIDDLEBURG, VA20117

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number
54-1604427
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
13
JOHN C LEE IV
103 CHESTNUT ST
 
MIDDLEBURG, VA20117

$ 25,019


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
JOHN S AND JAMES L KNIGHT FOUNDATION
 
2850 TIGERTAIL AVE STE 600
 
MIAMI, FL33133

$ 16,200


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
JOSEPH J KEUSCH
800 W WASHINGTON ST
 
MIDDLEBURG, VA20117

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
JOSH KIRSCHENBAUM
935 SHOTWELL ST
 
SAN FRANCISCO, CA94110

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
JUDY C WOODRUFF
4200 MASSACHUSETTS AVE NW 11
 
WASHINGTON, DC20016

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
MALCOLM KIRSCHENBAUM
1 FERN ST
 
COCOA BEACH, FL32931

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number
54-1604427
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
19
MARY C BLAKE
1 CAROLINA MDWS APT 204
 
CHAPEL HILL, NC27517

$ 11,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
MORGAN STANLEY GIFT FUND
 
2000 WESTCHESTER AVE FL 2
 
PURCHASE, NY10577

$ 22,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
NEWS CORP
 
1211 AVENUE OF THE AMERICAS
 
NEW YORK, NY10036

$ 29,050


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
ORAGE QUARLES III
4405 CITY OF OAKS WYND
 
RALEIGH, NC27612

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
PETER S PRICHARD
86-1 COVE RD
 
OLD LYME, CT06371

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
POLICYLINK
 
1438 WESTER ST STE 303
 
OAKLAND, CA94612

$ 8,100


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number
54-1604427
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
25
PUBLIC BROADCASTING SERVICE
 
1225 S CLARK ST
 
ARLINGTON, VA22202

$ 8,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
26
RDAVID EDELMAN
4112 40TH PL N
 
ARLINGTON, VA22207

$ 5,190


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
27
SCHWAB CHARITABLE FUND
 
101 MONTGOMERY STREET
 
SAN FRANCISCO, CA94104

$ 53,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
28
SEQUENTUR LLC
 
164 GREENVIEW DRIVE
 
NEWNAN, GA30265

$ 8,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
29
SHERRY MINEAR
1101 S ARLINGTON RIDGE RD APT 604
 
ARLINGTON, VA22202

$ 8,290


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
30
THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION
 
2 TOWER PL
 
ALBANY, NY12203

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number
54-1604427
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
31
USA TODAY
 
1575 I STREET NW SUITE 350
 
WASHINGTON, DC20005

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
32
W CURTIS RIDDLE
10024 IDLE PINE LN
 
BONITA SPRINGS, FL34135

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
33
WILLIAMS AND CONNOLLY LLP
 
680 MAINE AVE SW
 
WASHINGTON, DC20024

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number

54-1604427
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
26
$190 IN KIND DONATION $ 190 2024-12-31
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
31
IN KIND DONATION (ADVERTISING) $ 5,000 2024-12-31
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE FREEDOM FORUM INC
 
Employer identification number

54-1604427
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 215,488 10,774 10,774 253,344

TY 2024 InvestmentsCorpStockSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 292,258,379 292,258,379

TY 2024 InvestmentsGovtObligationsSch
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
US Government Securities - End of Year Book Value:

119,546,317
US Government Securities - End of Year Fair Market Value:

119,546,317
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROKERAGE: ALTERNATIVE INVESTMENTS/HEDGE FUNDS FMV 208,134,122 208,134,122

TY 2024 LegalFeesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 692,521 0 0 706,187


TY 2024 OtherAssetsSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
MISCELLANEOUS ASSETS 3,094,896 3,028,079 3,028,079
DIVIDENDS RECEIVABLE 322,363 397,872 397,872
CONTRIBUTED LEASE 1,121,333 889,333 889,333
RIGHT TO USE ASSET 12,830,576 11,824,475 11,824,475


TY 2024 OtherDecreasesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Description Amount
CHANGE IN ADDITIONAL PENSION LIABILITY 170,913


TY 2024 OtherExpensesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EQUIPMENT EXPENSES 800,207 0 0 806,038
OFFICE EXPENSE 169,427 0 0 181,655
MARKETING EXPENSE 2,697,069 0 0 2,350,279
COPYRIGHT & LICENSE FEES 420 0 0 1,227


TY 2024 OtherIncomeSchedule2
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 35,718 35,718 35,718
ALTERNATIVE INVESTMENT OFFHSORE   296,748  
OTHER INCOME 16,720   16,720


TY 2024 OtherIncreasesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Description Amount
UNREALIZED GAINS ON INVESTMENTS 45,919,081


TY 2024 OtherLiabilitiesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE AND DEFERRED TAX 534,863 860,119
LEASE LIABILITY 13,595,946 13,369,119
MARGIN PAYABLE 26,934,171 26,929,171


TY 2024 OtherProfessionalFeesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 4,161,336 1,018,526 1,018,526 4,164,451
INVESTMENT FEES 392,569 931,949 931,949 0


TY 2024 TaxesSchedule
Name:
THE FREEDOM FORUM INC
EIN:
54-1604427
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE AND DEFERRED TAXES 983,705 0 0 529,101