FreedomWorks Foundation 521526916 2011 0891e989searchable

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GRAPHIC

rint - DO NOT PROCESS

Under section 501(c),

',!;!

~The

527, or 4947(a)(1)
of the Internal Revenue Code (except
benefit trust or private foundation)

organ1zat1on may have to use a copy ofth1s

A For the 2011

calendar year, or tax year beginning 01-01-2011


C Name of organ1zat1on
B Check 1fapplicable
FreedomWorks Foundation Inc
I Addresschange
Doing BusinessAs
I Name change

I
I
I
I

DLN:93493164002002
OMB No 1545-0047

Return of Organization Exempt From Income Tax

Form990
Department
of theTreasury
InternalRevenueService

As Filed Data -

return to satisfy

state

reporting

black lung

2011

requirements

Open to Public
Inspection

and ending 12-31-2011


D Employer identification number

52-1526916
E Telephone number
(202)

Initial return

Number and street (or PO box 1fmail 1snot delivered to street address)! Room/suite
400 North Capitol Street NW No 765

Terminated
Amended return

783-3870

G Gross receipts$ 9,621,892

City or town, state or country, and ZIP+ 4


Washington, DC 20001

Application pending
F Name and address of principal officer
Matt Kibbe
400 North Capitol Street NW No 765
Washington, DC 20001

Tax-exempt status

Website:~

P- 501(c)(3)

...1

..,

) -<Ill(insert

no)

4947(a)(l)

or 1527

Is this a group return for


aff1l1ates7

Yes

[7

No

H(b)

Are all affiliates included?

H(c)

If "No," attach a list (see 1nstruct1ons)


Group exemption number~

Yes

No

org

P- Corporation I

K Form of organization
I~

'

www freedomworks

501(c) (

H(a)

Trust I

Assoc1at1on
I Other~

M State of legal dom1c1le DC

L Year of fomnat1on 1989

Summary

Briefly describe the organ1zat1on's m1ss1on or most s1gn1f1cant act1v1t1es


FreedomWorks
Foundation educates and trains the public to advance the ideas of lower taxes,

less government

and more freedom

~
~

:,

>Ci

Check this box~

Numberofvot1ng

1fthe organ1zat1on d1scont1nued


members

of the governing

voting

members

or disposed

of more than 25%

of its net assets

body (Part VI, line la)

Number of independent

Total

number of 1nd1v1duals employed

1n calendar

Total

number of volunteers

1f necessary)

q,,

its operations

of the governing

body (Part VI, line 1 b)

71

-l,>

7a Tota I unrelated
b Net unrelated

(estimate

bus I ness revenue


business

taxable

year 2011

(Part V, line 2a)

1,500,000

(C ), I 1ne 12

from Pa rt VI II, column

income from Form 990-T,

line 34

7a

7b

Prior Year

Contributions

~
c

'l!

Program

..,,

10

i:i::

11

Other

12

Total
12)

::,.

*-

service

Investment

revenue

income

revenue

(Part VIII,

Current Year

4 ,48 5 ,49 9

line 1 h)

column

column

11 (must equal Part VIII,

-4 ,0 31

(A), lines 3, 4, and 7d)

column

-52,800

21,86 2

(A), lines 5, 6d, Sc, 9c, lOc, and 1 le)

lines 8 through

9,523,649

(Pa rt VII I, I 1ne 2 g)

(Part VIII,

(Part VIII,

revenue-add

350

(A), line
4,503,330

Grants

13

and grants

and s1m1lar amounts

paid (Part IX, column

14

Benefits

paid to or for members

15

Salaries,
5-10)

other compensation,

(Part IX, column


employee

benefits

(A), lines 1-3

9 ,4 71,199

170,408

112,550
0

(A), line 4)
(Part IX, column

(A), lines
1,242,131

2,230,702

,;r,

a;

16a

Profess 1ona I fundra 1sIng fees (Pa rt IX, column

26,156

(A), 11ne 11 e)

Total fundra1singexpenses (Part IX, column (D), line 25) ~627,819

17

Other expenses

(Part IX, column

18

Total expenses

Add lines 13-17

19

Revenue

less expenses

Subtract

(A), lines 11 a-11 d, 11 f- 24 e)


(must equal Part IX, column

(A), line 25)

line 18 from line 12

~~

2,505,929

4,342,265

3,944,624

6,729,536

558,706

2,741,663

Beginning of Current
Year

'3
~
q., ('I:

~~

44,019

20

Total assets

21

Total

ct~
ZL.! 22

-~
;

3,159 ,42 7

(Part X, line 16)

l1ab1l1t1es (Part X, line 26)

Net assets

Signature

or fund balances

End of Year

Subtract

line 21 from line 20

6,40 3,96 3

523,210

1,450,809

2,636,217

4,953,154

Block

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 officer) is based on all information of which preparer has any
knowledge.

Sign
Here

~
~

I2012-06-11

******

Signature of officer

Date

Matt Kibbe President


Type or print name and title

Preparers ~
signature

Date
2012-06-12

Nicole M Simon CPA

Paid
Preparer's F1mn'sname (or yours
1fself-employed),
UseOnly address,
and ZIP + 4

Check 1f
selfemployed

~ Rogers & Company PLLC

EIN 58-2676261

8300 Boone Boulevard Suite 600


Phone no

Vienna, VA 22182
May the IRS discuss

For Paperwork

Preparers taxpayer 1dent1f1cat1on


number
(see instnuct1ons)
P01315245

this return with the preparer

instructions.

(703) 893-0300

P-Yes I

shown above7 (see 1nstruct1ons)

Reduction Act Notice, see the separate

Cat

No 11282Y

No

Form 990(2011)

Form 9 9 O ( 2 O 11 )

Page

i:ifilOI Statement
Check

4a

describe

.P-

1n this Part III

m1ss1on

consumers

through

the promotion

any s1gn1f1cant program

new services

these changes

to any question

on Schedule

services

and support

education

during the year which were not listed

on

Yes

P- No

Yes

P- No

or make s1gn1f1cant changes

on Schedule

of economic

1n how 1t conducts,

any program

Describe the organ1zat1on's program service accomplishments


for each of its three largest program services, as measured by
expenses
Section 50 l(c)(3)
and 50 l(c)(4)
organ1zat1ons and section 494 7(a)(l)
trusts are required to report the amount of
grants and allocations
to others, the total expenses, and revenue, 1f any, for each program service reported
(Code

) (Expenses$

Public Education
government

4b

these

2,452,565

including grants of$

) (Revenue$

Use of various media, including mail, email, 1mbedded programming and other means to advocate, promote, and educate the public about limited

(Code

) (Expenses$

1,382,377

including grants of$

) (Revenue$

Strategic Planning, Research and Public Polley Strategic development, planning, research and education of various programs aimed at promoting consumer-focused
economic policies in both domestic and international economic markets including, regulatory policy, fiscal policy, health care policy, tax policy, energy and
environmental policies and other m1ss1onrelated issues

4c

(Code

) (Expenses$

953,657

including grants of$

) (Revenue$

Public Affairs Promoting interest in the Foundation's public policy research and education through media advisories, TV and radio interviews, op-ed columns,
bloggmg, social networking, paid advertising, and networking platform for interested members of the public

(Code

) (Expenses$

938,345

including grants of$

112,550)

(Revenue$

Grassroots Mob11izat1onand Training Advocacy, training and equipping interested public on reform of federal and state policies in areas such as tax policy, fiscal
policy, health care policy, energy and environmental pollc1es, education and other m1ss1onrelated issues

4d

Other

program

(Expenses$

4e

Accomplishments

a response

Did the organ1zat1on cease conducting,


services 7
If"Yes,"

of American

Did the organ1zat1on undertake


the prior Form 990 or 990-EZ7
describe

Service

O contains

the organ1zat1on's

the well-being

If"Yes,"

if Schedule

Briefly describe

Improving

of Program

services

(Describe
938,345

Total program service expenses~$

1n Schedule

O )

1nclud1ng grants

of$

112,550)

(Revenue$

5,726,944
Form 990(2011)

Form 9 9 O ( 2 O 11 )

I :r-P

Page

Checklist

of Required

Schedules
Yes

Is the orga n1zat1on described


complete Schedule A~

5 O 1 (c )(3) or 4 9 4 7 (a )(1) (other than a private

1n section

foundation

)7 If "Yes,"

Is the organ1zat1on required

Did the organ1zat1on engage 1n direct or 1nd1rect pol1t1cal campaign


ca nd1dates for pub I 1c office 7 If "Yes," complete Schedule C, Part I

Schedule B, Schedule of Contnbutors(see

to complete

1nstruct1ons)7

Yes

act1v1t1es on behalf of or 1n oppos1t1on to

No

Section 501(c)(3)
election

Yes

3
4

No

organizations. Did the organ1zat1on engage 1n lobbying act1v1t1es, or have a section


1n effect during the tax year7 If "Yes,"complete Schedule C, Part II

501 (h)

No

Is the organ1zat1on a section 501(c)(4),


501(c)(5),
or 501(c)(6)
organ1zat1on that receives membership dues,
assessments,
or s1m1lar amounts as defined 1n Revenue Procedure 98-197 If "Yes,"complete Schedule C, Part

III

Did the organ1zat1on ma1nta1n any donor advised funds or any s1m1lar funds or accounts for which donors have the
right to provide advice on the d1stribut1on or investment
of amounts 1n such funds or accounts? If "Yes," complete
Schedule D, Part I~

Did the organ1zat1on receive or hold a conservation


easement, 1nclud1ng easements to preserve open space,
the environment,
historic land areas or historic structures?
If "Yes," complete Schedule D, Part II~

Did the organ1zat1on ma1nta1n collect1ons


complete Schedule D, Part I I I ~ .

Did the organ1zat1on report an amount 1n Part X, line 21, serve as a custodian for amounts not listed
provide credit counseling, debt management, credit repair, or debt negot1at1on serv1ces7 If "Yes,"
complete Schedule D, Part I~
.

1n Part X, or

10

Did the organ1zat1on, directly or through a related organ1zat1on, hold assets 1n temporarily
permanent endowments, or quasi-endowments
7 If "Yes," complete Schedule D, Part~

endowments,

11

If the organ1zat1on's answer to any of the following


VIII, IX, or X as applicable

questions

treasures,

1s 'Yes,'then

Did the organ1zat1on report an amount for land, bu1ld1ngs, and equipment
Schedule D, Part VI.~

or other s1m1lar assets7

complete

restricted

Schedule

No

I I I
10

No

11a

No

1n Part X, l1ne107 If "Yes,"complete

11b

Did the organ1zat1on report an amount for investments-program


related 1n Part X, line 13 that 1s 5% or more of
its tota I assets reported In Pa rt X, 11ne 16 7 If "Yes," complete Schedule D, Part VII I.~

Yes

Uc

No

11d

No

d Did the organ1zat1on report an amount for other assets


reported

e
f

12a

1n Part X, line 15 that 1s 5% or more of its total assets


1n Part X, line 16 7 If "Yes," complete Schedule D, Part IX.~

D 1d the orga n1zat1on report an a mount for other I 1ab1l1t1es 1n Pa rt X, I 1ne 2 5 7 If "Yes," complete Schedule D, Part X. ~
Did the organ1zat1on's separate or consolidated
f1nanc1al statements
for the tax year include a footnote that
addresses the organ1zat1on's l1ab1l1ty for uncertain tax pos1t1ons under FIN 48 (ASC 740 )7 If "Yes," complete
Schedule D, Part X.~
Did the organ1zat1on obtain separate, independent
Schedule D, Parts XI, XI I, and XI I I ~

audited

f1nanc1al statements

,s

~
Is the organ1zat1on a school

14a

described

1n section

170(b)(l)(A)(11)7

Did the organ1zat1on ma1nta1n an office, employees,

or agents

If"Yes,"completeScheduleE

outside

11e

Yes

11f

Yes

12a

Yes

12b

Yes

for the tax year7 If "Yes,"comple te

b Was the organ1zat1on included 1n consolidated,


independent audited f1nanc1al statements
for the tax year7 If
"Yes," and If the organ1zat1on answered 'No' to !me 12a, then completmg Schedule D, Parts XI, XII, and XII I
optJOnaI

13

No

D, Parts VI, VII,

b Did the organ1zat1on report an amount for investments-other


securities
1n Part X, line 12 that 1s 5% or more of
its tota I assets reported In Pa rt X, 11ne 16 7 If "Yes," complete Schedule D, Part VII.~

No

If "Yes,"

of works of art, historical

No

of the United

States?

13

No

14a

No

14b

No

15

No

16

No

b Did the organ1zat1onhave aggregate revenues or expenses of more than $10,000 from grantmaking, fund raising, business, investment,
and program service act1v1t1es
outside the United States, or aggregate foreign investments valued at $100,000 or more7 If "Yes," comple te
Schedule F, Part I

15

Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of grants or assistance
organ1zat1on or entity located outside the U S 7 If "Yes," complete Schedule F, Part II and IV .

16

Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of aggregate
1nd1v1duals located outside the U S 7 If "Yes," complete Schedule F, Part III and IV .

17

Did the organ1zat1on report a total of more than $15,000,


of expenses for professional
Part IX, column (A), lines 6 and 11 e7 If "Yes," complete Schedule G, Part I ~

18

Did the organ1zat1on report more than $15,000


total offundra1s1ng
VIII, lines le and 8a7 If "Yes,"complete Schedule G, Part II .

19

Did the organ1zat1on report more than $15,000


"Yes," complete Schedule G, Part III .

20a

D 1d the orga n1zat1on operate

b If"Yes"

grants

to any

or assistance

fundra1s1ng services

event gross income and contributions

to

on
on Part

of gross income from gaming act1v1t1es on Part VIII,

line 9a7 If

one or more hos pita Is 7 If "Yes," complete Schedule H

to line 20a, did the organ1zat1on attach its audited f1nanc1al statement to this return?
filers that operated one or more hospitals must attach audited f1nanc1al statements

17

Yes

18

No

19

No

20a

No

Note. All Form 990


20b
Form 990(2011)

Form 9 9 O ( 2 O 11 )

Page

Checklist
21

of Required

Schedules

(continued)

Did the organ1zat1on report more than $5,000 of grants and other assistance
to governments
the U n1ted States on Part IX, column (A), line 1 7 If "Yes," complete Schedule I, Parts I and II

22
23

24a

Did the organ1zat1on 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 1ss ued after December 31, 2 OO2 7 If "Yes," answer questJOns 24b-24d and
complete Schedule K. If "No," go to !me 25 .
any proceeds

of tax-exempt

Did the organ1zat1on ma1nta1n an escrow account


to defease any tax-exempt
bonds7

bonds beyond a temporary

other than a refunding

period except1on7

A current
IV .

or former officer,

director,

at any time during the year7

with

trustee,

Did the organ1zat1on receive

30

Did the organ1zat1on receive contributions


of art, historical treasures,
contributions
7 If "Yes," complete Schedule M .
conservation

31

more than $25,000

Did the organ1zat1on l1qu1date, terminate,


Part I .

32

Did the organ1zat1on sell, exchange,


Schedule N, Part I I .

33

1n non-cash

or dissolve

dispose

Did the organ1zat1on own 100% of an entity disregarded as separate


If "Yes,"completeScheduleR,
sections 301 7701-2
and 301 7701-37

34

Was the organ1zat1on related


and V, !me 1 .

3Sa

Is any related

to any tax-exempt

organ1zat1on a controlled

or taxable

37
38

No

No

member thereof)

No

28b

Yes

29

Yes

was

~
or qual1f1ed
30

No

31

No

32

No

33

No

3Sa

No

3Sb

No

If "Yes," complete Schedule N,


of its net assets7

If "Yes," complete

from the organ1zat1on under Regulations


Part I .

ent1ty7 If "Yes,"complete

Schedule R, Parts II, III,

~
IV,

~
entity

of the f1l1ng organ1zat1on w1th1n the meaning

b Did the organ1zat1on receive any payment from or engage 1n any transaction
meaning of section 512(b)(13)7
If "Yes,"completeScheduleR,
Part V, /Jne2
36

(or a family

more than 25%

27

If "Yes,"

or other s1m1lar assets,

and cease operat1ons7

of, or transfer

I
I

26

28a

If "Yes,"completeSchedutervff!J

contribut1ons7

I I
I I

L, Part IV

29

No

Schedule L, Part

or key employee?

or former officer, director, trustee, or key employee


or owner7 If "Yes," complete Schedule L, Part IV .

No

2Sa

An entity of which a current


an officer, director, trustee,

No

24a

24d

benefit transaction

part1es7 (see Schedule

If "Yes,"complete

or key employee?

b A family member of a current or former officer, director,


complete Schedule L, Part IV .

24c

with one of the following


transaction
cond1t1ons, and exceptions)

trustee,

No

escrow at any time during the year

Section 501(c)(3) and 501(c)(4) organizations. Did the organ1zat1on engage 1n an excess
a d1squal1f1ed person during the year7 If "Yes," complete Schedule L, Part I .

Was the organ1zat1on a party to a business


1nstruct1ons for applicable f1l1ng thresholds,

22

24b

Did the organ1zat1on 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 1nd1v1dual7 If "Yes,"
complete Schedule L, Part II I .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
~

28

1231Yes

Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated
employee, or
~~~~~;'1~1ed person outstanding
as of the end of the organ1zat1on's tax year7 If"Yes,"completeScheduleL,
~

27

Did the organ1zat1on answer "Yes" to Part VII, Section A, questions 3, 4, or 5, about compensation
of the
organ1zat1on's current and former officers, directors, trustees, key employees, and highest compensated
employees 7 If "Yes," complete Schedule J
~

b Is the organ1zat1on aware that 1t engaged 1n an excess benefit transaction


with a d1squal1f1ed person 1n a prior
year, and that the transaction
has not been reported on any of the organ1zat1on's prior Forms 990 or 990-EZ7 If
"Yes," complete Schedule L, Part I .
~
26

Yes

21

d Did the organ1zat1on act as an "on behalf of" issuer for bonds outstanding
2Sa

1n

Did the organ1zat1on report more than $5,000 of grants and other assistance
to 1nd1v1duals 1n the U n1ted States
Parts I and III
.
~
on Part IX, column (A), line 27 If "Yes,"completeScheduleI,

b Did the organ1zat1on invest

and organ1zat1ons

Section 501(c)(3) organizations. Did the organ1zat1on make any transfers


organ1zat1on7 If "Yes," complete Schedule R, Part V, /me 2 .

of section

with a controlled

entity

512(b)(13)7
w1th1n the

.
to an exempt

non-charitable

related

36

Did the organ1zat1on conduct more than 5% of its act1v1t1es through an entity that 1s not a related organ1zat1on
and that 1s treated as a partnership for federal income tax purposes? If "Yes,"complete Schedule R, Part VI ~

37

Did the organ1zat1on complete Schedule O and provide explanations


Note. All Form 990 filers are required to complete Schedule O

38

1n Schedule

O for Part VI,

lines 11 and 197

Yes
No
Yes
Form 990(2011)

Form 9 9 O ( 2 O 11 )

@i*j Statements
Check

Page

Regarding

if Schedule

Other IRS Filings and Tax Compliance

O contains

a response

to any question

1n this Part V
Yes

la

Enter the number reported

1n Box 3 of Form 1096

b Enter the number of Forms W-2G included

Enter-0-

1n line la

Enter-a-

Did the organ1zat1on comply with backup w1thhold1ng rules for reportable
gaming (gambling) w1nn1ngs to prize w1nners7

b If at least one 1s reported

3a

payments

on line 2a, did the organ1zat1on file all required

lb

to vendors

and reportable

than 250, you may be required

Did the organ1zat1on have unrelated


year7

gross income of $1,000

to e-f1le

Sa

Yes

or more during the

No

3a
3b
or other authority

4a

No

Sa

No
No

If"Yes,"
enter the name of the foreign country
~----------------------------i
See 1nstruct1ons for f1l1ng requirements
for Form TD F 90-22 1, Report of Foreign Bank and F1nanc1al Accounts
Was the organ1zat1on a party to a proh1b1ted tax shelter

b Did any taxable

2b
(see 1nstruct1ons)

At any time during the calendar year, did the organ1zat1on have an interest 1n, or a signature
over, a f1nanc1al account 1n a foreign country (such as a bank account or securities
account)?

Yes

tax returns?

b If "Yes," has 1t f1led a Form 9 9 0-T for this yea r7 If "No," provide an explanation m Schedule O

4a

le

71

2a

federal employment

Note. If the sum of lines la and 2a 1s greater


business

la
1f not applicable

Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax
Statements filed for the calendar year ending with or w1th1n the year covered by this
return

2a

No

1fnotappl1cable

If"Yes"

at any time during the tax year7

transaction

party notify the organ1zat1on that 1t was or 1s a party to a proh1b1ted tax shelter

transact1on7

Sb

to line Sa or Sb, did the organ1zat1on file Form 8886-T7


Sc

6a

Does the organ1zat1on have annual gross receipts that are normally
that were not tax deduct1ble7
organ1zat1on sol1c1t any contributions

greater

b If"Yes," did the organ1zat1on include with every sol1c1tat1on an express


were not tax deduct1ble7
7

Organizations
a

that may receive deductible

Did the organ1zat1on receive a payment


services provided to the payor7

b If"Yes,"

contributions

1n excess

statement

that such contributions

No

6a

and did the

than $100,000,

or gifts

6b

under section 170(c).

of $7 5 made partly

as a contribution

did the organ1zat1on notify the donor of the value of the goods or services

and partly for goods and

No

7a

prov1ded7

7b
>---+---1----~

Did the organ1zat1on sell, exchange,


f1Ie Form 8 2 8 2 7

d If"Yes,"

or otherwise

1nd1cate the number of Forms 8282

Did the organ1zat1on receive


contract?

dispose

of tangible

property

filed during the year

any funds, directly

or 1nd1rectly, to pay premiums

Did the organ1zat1on, during the year, pay premiums,

If the organ1zat1on received

a contribution

ofqual1f1ed

re q u I red 7
h If the organ1zat1on received
Form 10 9 8 - C 7

a contribution

of cars, boats, airplanes,

personal

directly

Sponsoring organizations
a

or 1nd1rectly, on a personal

intellectual

property,

maintaining

11

organizations.

In1t1at1on fees and capital

b Gross receipts,
fac1l1t1es

included

Section S01(c)(12)
a

d1stribut1ons

b If"Yes,"
year

contributions

included
Part VIII,

organizations.

13

Section S01(c)(29)
a

or other vehicles,

as

did the organ1zat1on file a

under section

49667
or related

9a
person?

9b

on Part VIII,

I 1oa I

line 12

line 12, for public use of club

10b

Enter

charitable

of tax-exempt

qualified

amount

Did

11a

nonprofit

due or paid to other


11b

trusts. Is the organ1zat1on f1l1ng Form 990 1n lieu of Form 10417


interest

received

or accrued

during the

of reserves

12a

I 12b I

health insurance issuers.

Is the organ1zat1on licensed to issue qual1f1ed health plans 1n more than one state7
Note. All 501(c)(29)
organ1zat1ons must list 1n Schedule O each state 1n which they are licensed
qual1f1ed health plans, the amount of reserves required by each state, and the amount of reserves
allocated to each state

Enter the aggregate

No
No

7f

contract?

supporting organizations.
organ1zat1on, have excess

b Enter the aggregate amount of reserves the organ1zat1on 1s required to ma1nta1n by


the states 1n which the organ1zat1on 1s licensed to issue qual1f1ed health plans

benefit

did the organ1zat1on file Form 8899

or shareholders

non-exempt

enter the amount

7e

benefit

Enter

on Form 990,

Gross income from members

Section 4947(a)(1)

No

donor advised funds.

b Gross income from other sources (Do not net amounts


sources against amounts due or received from them)
12a

7c

7h
1----+---t--~

Did the organ1zat1on make any taxable

Section S01(c)(7)

to

1--7_g_+----+---

b Did the organ1zat1on make a d1stribut1on to a donor, donor advisor,


10

1d

on a personal

Sponsoring organizations maintaining donor advised funds and section S09(a)(3)


the supporting organ1zat1on, or a donor advised fund ma1nta1ned by a sponsoring
business holdings at any time during the year7

for which 1t was required

to issue
the organ1zat1on

13a

13b

on hand
13c

14a

Did the organ1zat1on receive

b If "Yes,"

any payments

for indoor tanning

has 1t f1led a Form 7 2 O to report these

services

during the tax year7

payments 7 If "No," provide an explanation m Schedule O

14a

No

14b
Form 990(2011)

Form 9 9 O ( 2 O 11 )

page

@I'd Governance,

Management,
and Disclosure For each "Yes" response to lines 2 through 7b below, and for
a "No" response to lines Sa, Sb, or lOb below, describe the circumstances, processes, or changes in Schedule
0. See instructions.
Check

Section

if Schedule

A. Governing

O contains

a response

to any question

.P-

1n this Part VI

Body and Management


Yes

la
b
2

Enter the number of voting


year

members

Enter the number of voting


independent

members

of the governing
included

body at the end of the tax

la

lb

1n line 1 a, above, who are

Did any officer, director, trustee, or key employee


other officer, director, trustee, or key employee?

have a family

relat1onsh1p or a business

Did the organ1zat1on delegate control over management duties


superv1s1on of officers, directors or trustees, or key employees

relat1onsh1p with any

customarily
performed by or under the direct
to a management company or other person?

Did the organ1zat1on make any s1gn1f1cant changes


f11ed7

Did the organ1zat1on become aware during the year of a s1gn1f1cant d1vers1on of the organ1zat1on's

Did the organ1zat1on have members

7a

Did the organ1zat1on have members, stockholders,


more members of the governing body7

b
8

a
b
9

to its governing

or other persons

Are any governance dec1s1ons of the organ1zat1on reserved


or persons other than the governing body7

The governing
Each committee

documents

document

assets7

who had the power to elect or appoint

to (or subJect to approval

the meetings

held or written

to act on behalf of the governing

by) members,

actions

undertaken

stockholders,

(This Section B requests information

No

No

No

No

7a

No

7b

No

during the

body7

Is there any officer, director, trustee, or key employee listed 1n Part VII, Section A, who cannot
provide the names and addresses 1n Schedule O
organ1zat1on's ma1l1ng address? If"Yes,"

Section B. Policies
Revenue Code.)

No

one or

body7
with authority

since the prior Form 990 was

or stockholders?

Did the organ1zat1on contemporaneously


year by the following

be reached

Sa

Yes

Sb

Yes

at the

No

about policies not required by the Internal


Yes

10a Did the organ1zat1on have local chapters,

No

branches,

10a

or aff1l1ates7

No
No

b If "Yes," did the organ1zat1on have written

pol1c1es and procedures governing the act1v1t1es of such chapters,


to ensure their operations are consistent
with the organ1zat1on's exempt

aff1l1ates, and branches


purposes?

11a Has the organ1zat1on provided

a complete

copy ofth1s

Form 990 to all members

of1ts governing

10b

body before f1l1ng

the form7

b Describe

1n Schedule

O the process,

directors
rise to confl1cts7

or trustees,

of interest

pol1cy7 If "No," go to /me 13

and key employees

Did the organ1zat1on regularly and consistently


1n Schedule O how this was done

required

monitor

to disclose

and enforce

annually

compliance

interests

with the pol1cy7 If"Yes,"

Did the organ1zat1on have a written

wh1stleblower

Did the organ1zat1on have a written

document

15

Did the process for determ1n1ng compensation


of the following persons include a review and approval by
independent persons, comparab1l1ty data, and contemporaneous
substant1at1on of the del1berat1on and dec1s1on7

a The organ1zat1on's CEO, Executive

Director,

to line 1 Sa or 1 Sb, describe

entity

pol1cy7

retention

and destruction

or top management

pol1cy7

off1c1al

of the organ1zat1on
the process

16a Did the organ1zat1on invest 1n, contribute


taxable

Yes

12b

Yes

12c

Yes

13

Yes

14

Yes

1Sa

Yes

1Sb

Yes

describe

14

If "Yes,"

12a
that could give

13

b Other officers or key employees

Yes

1f any, used by the organ1zat1on to review the Form 990

12a Did the organ1zat1on have a written conflict


b Were officers,

11a

assets

1n Schedule

O (see 1nstruct1ons)

to, or part1c1pate 1n a Joint venture

or s1m1lar arrangement

with a

16a

during the year7

No

b If"Yes,"

did the organ1zat1on follow a written policy or procedure requiring the organ1zat1on to evaluate its
part1c1pat1on 1n Joint venture arrangements
under applicable federal tax law, and take steps to safeguard the
organ1zat1on's exempt status with respect to such arrangements?

Section
17

List the States

18

Section 6104 requires an organ1zat1on to make its Form 1023 (or 1024 1f applicable),
990, and 990-T
(3 )sonly) available for public 1nspect1on Indicate how you made these available
Check all that apply

I
19

20

16b

C. Disclosure

Own website

with which a copy ofth1s

Another's

website

Form 990 1s required

P- Upon

to be f1led~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,VA,WA,
WV, WI, TN

request

Describe 1n Schedule O whether (and 1f so, how), the organ1zat1on made its governing documents,
interest policy, and f1nanc1al statements
available to the public See Add1t1onal Data Table
State the name, physical
The O rgan1zat1on
400 North Capitol Street
Washington, DC 20001
(202) 783-3870

address,

and telephone

(SOl(c)

number of the person who possesses

conflict

of

the books and records

of the organ1zat1on

NW Suite

Form 990(2011)

Form 9 9 O ( 2 O 11 )

i:ifii*di

Check

Section
la Complete

Page

Compensation
of Officers, Directors,Trustees,
Employees, and Independent
Contractors
if Schedule

A. Officers,

O contains

Directors,

this table for all persons

a response

Trustees,

required

tax year
List all of the organ1zat1on's current officers,
of compensation,
and current key employees
List all of the organ1zat1on's

Key Employees,

to any question

and Highest

Report compensation

Compensated

for the calendar

Employees

year ending with or w1th1n the organ1zat1on's

directors, trustees (whether 1nd1v1duals or organ1zat1ons), regardless


Enter -0- 1n columns (D), (E ), and (F) 1f no compensation
was paid

current key employees,

1f any

Compensated

1n this Part VII

Key Employees,

to be listed

Highest

See 1nstruct1ons

of amount

for def1n1t1on of "key employee"

List the organ1zat1on's five current highest compensated


employees (other than an officer, director, trustee or key employee)
who received reportable compensation
(Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC)
of more than $100,000
from the
organ1zat1on and any related organ1zat1ons
List all of the organ1zat1on's former officers, key employees, or highest compensated
of reportable compensation
from the organ1zat1on and any related organ1zat1ons

employees

who received

more than $100,000

List all of the organ1zat1on's former directors or trustees that received, 1n the capacity as a former director or trustee
organ1zat1on, more than $10,000
of reportable compensation
from the organ1zat1on and any related organ1zat1ons
List persons
compensated
IC

1n the following order 1nd1v1dual trustees


employees,
and former such persons

heck this box 1f neither

or directors,

the organ1zat1on nor any related

(A)
Name and Title

( 1) Matt Kibbe
President & CEO
(2) Hon Richard K Armey
Chairman
(3) Ted Abram
Board Member
( 4) Steve Forbes
Board Member
( 5) Robert Lansing
Board Member
(6) Frank Sands
Board Member
(7) Hon C Boyden Gray
Board Member
(8) Judith Mulcahy
VP of Operations/Treasurer
(9) Wayne Brough
VP of Research/Secretary
( 10) Adam Brandon
VP Commun1cat1ons
( 11) Mary Byrne
VP of Membership/Marketing
( 12) Richard Walker
VP Political & Grassroots
( 13) Dean Clancy
VP Healthcare Pollcy/Leg1s Counsel
( 14) Max Pappas
VP of Public Polley
( 15) Charles Page
Southeast Regional Director

1nst1tut1onal trustees,

organ1zat1ons

compensated

(C)

(B)
Average
hours
per
week
(describe
hours
for
related
organ1zat1ons

officers,

key employees,

any current

Pos1t1on (do not check


more than one box,
unless person 1s both
an officer and a
d I rector/trustee)

highest

or former officer,

(D)
Reportable
compensation
from the
organ1zat1on (W2/1099-MISC)

of the

director,

(E)
Reportable
compensation
from related
organ1zat1ons
(W- 2/1099MISC)

or trustee
(F)
Estimated
amount of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

,,

In

Schedule
0)

...J

::,

,x.,
-,

22 00

156,422

122,903

18,608

20 00

309,696

309,696

1 00

1 00

1 00

1 00

1 00

20 00

96,622

96,622

14,090

35 00

131,862

16,298

7,818

55,759

114,420

7,051

13 00

21 00

75,485

66,940

9,618

10 00

34,467

109,145

13,592

27 00

137,513

67,730

11,341

19 00

64,362

72,578

9,822

23 00

61,308

46,249

5,538

Form 990(2011)

Form 9 9 O ( 2 O 11 )

j@i*tfiSection

page

A. Officers,

(A)
Name and Title

Directors,

Trustees,

Key Employees,

(C)

(B)
Average
hours
per
week
(describe
hours
for
related
organ1zat1ons

Employees

(E)
Reportable
compensation
from related
organ1zat1ons
(W- 2/1099MISC)

(F)
Estimated
amount of other
compensation
from the
organ1zat1on and
related
organ1zat1ons

Q
::,

...J

,x.,
-,

Sub-Total

Total from continuation sheets to Part VII, Section A

Total (add lines lb and le)

1,022,581

1, 123,496

Total number of 1nd1v1duals (1nclud1ng but not l1m1ted to those listed


$100,000
of reportable compensation
from the organ1zat1on~4

above) who received

97,478

more than

Yes
3

Did the organ1zat1on list any former officer, director or trustee,


on line 1 a7 If "Yes," complete Schedule J for such 1nd1v1dual

key employee,

or highest

compensated

For any 1nd1v1dual listed on line 1 a, 1s the sum of reportable compensation


and other compensation
from the
orga n1zat1on and related orga n1zat1ons greater than $15 O,0 OO 7 If "Yes," complete Schedule J for such
1nd1v1dual

Did any person listed on line la receive or accrue compensation


from any unrelated
services rendered to the orga n1zat1on7 If "Yes," complete Schedule J for such person

Section

B. Independent

No

Yes

organ1zat1on or 1nd1v1dual for


No

Contractors

Complete this table for your five highest compensated


independent contractors
that received more than
$100,000
of compensation
from the organ1zat1on Report compensation
for the calendar year ending with
or w1th1n the organ1zat1on's tax year

(A)
Name and businessaddress
Rebecca Hagelin Commurncat1ons& Market1
PO Box 493
Plac1da,FL 33946
Terra Eclipse
9043 Soquel Dr
Aptos, CA 95003
Regency Construction LLC
12300 K1lnCt
Beltsville, MD 20705
O'Connor Consulting Services LLC
6507 Mal]Ory Ln
Bethesda, MD 20817
Stephen Clouse & AssociatesInc
43538 Golden Meadow Circle
Ashburn,VA 20147

No

employee

(continued)

,,

Schedule
0)

Compensated

(D)
Reportable
compensation
from the
organ1zat1on (W2/1099-MISC)

Pos1t1on (do not check


more than one box,
unless person 1s both
an officer and a
d I rector/trustee)

In

lb

and Highest

Total number of independent contractors


(1nclud1ng but not l1m1ted to those listed
$100,000
of compensation
from the organ1zat1on ~6

(B)
Description of services

(C)

Compensation

Advertising Services

670,737

Website Design

252, 196

Bu1ldout of office space

131,638

Accounting Services

122,078

Direct Mail & Marketing Services

111,476

above) who received

more than
Form 990(2011)

Form 9 9 O ( 2 O 11 )

Page 9

Statement

l:r-~ill"JIU

of Revenue
(A)
Total

la

~$

cc

2::::i
o:,O
~E
....,..,(,::;

=~

Federated

Fundra1s1ng events

le

Related

organ1zat1ons

ld

Government grants (contributions)

le

All other contributions, gifts, grants, and


s1m1laramounts not included above

lf

Noncash

contributions

lines la-lf

~"E

(.)

lb

c::;,;

- ...
]:l
.:::: 0

dues

Membership

....,..,.-e e
0

la

o:,.;::::

campaigns

(i::

Total.Add

included

c
~

9,523,649

1n

...

lines la-lf
Business

9,523,649

Code

<.;>

.....

All other program

&:

Total. Add lines 2a-2f

<J..,

s;

,
~

service

revenue

Investment

income

....

(1nclud1ng d1v1dends, interest

...
...
...

and other s1m1lar amounts)

Income from investment of tax-exempt bond proceeds

Royalties

6a

Gross rents

(1) Real

b
c
d

c
d

Net gain or (loss)

Sa

652

...

Net rental income or (loss)


(1) Securities

652

(11) Personal

Less rental
expenses
Rental income
or ( loss)

Grossamount
from sales of
assets other
than inventory
Less cost or
other basis and
sales expenses
Gain or ( loss)

7a

(11) Other

97,241

150,693

-53,452

...

-53,452

-53,452

Gross income from fundra1s1ng


events (not 1nclud1ng

ev
::I

ii
:>

of contributions
reported
See Part IV, line 18

ev

a:

(D)
Revenue
excluded from
tax under
sections
512,513,or
514

Unrelated
business
revenue

2a

...
1l

Related or
exempt
function
revenue

152,677

(],l

:::;

(C)

(B)

revenue

on line le)

.c

Less

Net income or (loss) from fundra1s1ng events

9a

direct

expenses

...

Gross income from gaming act1v1t1es


See Part IV, line 19

a
b

Less

Net income or (loss) from gaming act1v1t1es

10a

direct

expenses

Gross sales of inventory,


returns and allowances

...

less

a
b

Less

Net income or (loss) from sales of inventory

cost of goods sold

Miscellaneous

11a

Other

Revenue

income

b
Business

...
Code
900099

350

350

b
c
d

A II other revenue

Total.Add

12

lines lla-lld

Total revenue. See Instructions

...
...

350

9,471,199

350

-52,800

Form 990(2011)

Form 9 9 O ( 2 O 11 )

1:)Mjf:j

of Functional

Expenses

Section 50 l(c)(3)
and 50 l(c)(4)
organ1zat1ons must complete all columns
All other organ1zat1ons must complete column (A) but are not required to complete columns (B), (C ), and (D)
Check if Schedule O contains a response to any question 1n this Part IX
(C)
(B)
Do not include amounts reported on lines 6b,
(A)
Program service Management and
Total expenses
7b, Sb, 9b, and 10b of Part VIII.
expenses
general expenses

Grants and other assistance


to governments
1n the U n1ted States See Part IV, line 21

Grants and other assistance


to 1nd1v1duals 1n the
U n1ted States See Part IV, line 22

Grants and other assistance


to governments,
organ1zat1ons, and 1nd1v1duals outside the U n1ted
States See Part IV, lines 15 and 16

Benefits

Compensation
key employees

112,550

112,550

1,070,580

915,074

27,084

128,422

869,069

726,826

30,934

111,309

paid to or for members


of current

officers,

directors,

trustees,

and

Compensation
not included above, to d1squal1f1ed persons
(as defined under section 4958(f)(l
)) and persons
described 1n section 4958(c)(3)(B)

Other salaries

Pension plan contributions


(include
403(b) employer contributions)

Other employee

and wages

10

Payroll

11

Fees for services

section

401(k)

and section

benefits

taxes

28,553

23,880

1,016

3,657

147,281

123, 175

5,242

18,864

115,219

96,361

4,101

14, 757

26,962

16,718

9,131

1,113

(non-employees)

Management

Legal

Accounting

Lobbying

Profess 1ona I fundra 1sIng See Part IV, !me 17

Investment

(D)
Fundra1smg
expenses

and organ1zat1ons

10

Page

Statement

133,601

management

133,601

44,019

44,019

fees

Other

277,384

259,872

4,774

12, 738

1,754,727

1, 743,045

656

11,026

398, 714

68,738

115,455

200,230

51,937

6,253

12

Advert1s1ng

13

Office expenses

582,907

14

Information

258,420

and promotion

technology

15

Royalties

16

Occupancy

233,804

190,862

14,428

28,514

17

Travel

596,734

511,826

2,452

82,456

18

Payments of travel or entertainment


state, or local public off1c1als

205,290

164,885

4,413

35,992

106,453

89,016

3,790

13,647

14,730

12,221

636

1,873

16

11,561

expenses

for any federal,

19

Conferences,

20

Interest

21

Payments

22

Deprec1at1on,

23

Ins ura nee

24

Other expenses
Itemize expenses not covered above (List
miscellaneous
expenses 1n line 24f If line 24f amount exceeds 10% of
line 25, column (A) amount, list line 24fexpenses
on Schedule O)

conventions,

and meetings

to aff1l1ates
depletion,

and amort1zat1on

Pu bl 1cat1 on/prod uct10 n

108,172

96,595

b Dues & reg1strat1ons

26,282

12,965

4,007

Miscellaneous

16, 799

8,110

7,817

Prof fundra 1s1ng a lloc

24,019

9,310
872
-24,019

e
f

A II other expenses

25

Total functional

expenses. Add lines 1 through

26

Joint costs. Check here~


p- 1ffollow1ng
SOP 98-2 (ASC 958-720)
Complete this line only 1fthe
organ1zat1on reported 1n column (B) Joint costs from a
combined educational
campaign and fundra1s1ng sol1c1tat1on

24f

6, 729,536

5,726,944

374, 773

627,819

487,524

357,125

130,399

Form 990(2011)

Page 11

Form 9 9 O ( 2 O 11 )

i:J.fiS:4

Balance

Sheet
(B)

(A)
Beg1nn1ng of year
C as h-non-1nterest-bea

ring

Savings

and temporary

cash investments

and grants

Pledges
Accounts

Receivables from current and former officers, directors,


highest compensated
employees
Complete Part II of
Schedule

receivable,

net

Notes and loans receivable,


Inventories

Prepaid expenses

10a

Land, bu1ld1ngs, and equipment


VI of Schedule D

(as defined under section


Complete Part II of

accumulated

8
3,425

charges

Investments-publicly

traded

Investments-other
Investments-program-

14

Intangible

15

Other assets

securities

989,472

See Part IV, line 11

related

30,545

12

408,604

14

assets

15

See Part IV, line 11

16

Total assets. Add lines 1 through

17

Accounts

18

Grants

payable

and accrued

3, 159,427

15 (must equal line 34)

16

6,403,963

17

expenses

18

payable

',/'

21

Escrow or custodial

account

22

Payables to current
employees, highest

and former officers, directors, trustees, key


compensated
employees, and d1squal1f1ed

19

revenue
bond l1ab1l1t1es

20
l1ab1l1ty Complete Part IV of Schedule D

persons

Complete Part I I of Schedule L

Secured

mortgages

and notes payable

21

22
to unrelated

23

third parties

24

Unsecured

25

Other l1ab1l1t1es (1nclud1ng federal income tax, payables to related third parties,
Complete Part X of Schedule
and other l1ab1l1t1es not included on lines 17-24)
D

523,210

25

1,450,809

26

Total liabilities.

523,210

26

1,450,809

1,578,443

27

4,362,550

1,057,774

28

590,604

notes and loans payable

Organizations

,fl

Q)

Add lines 17 through

to unrelated

24

third parties

25

that follow SFAS 117, check here

p- and

complete lines 27

through 29, and lines 33 and 34.

ca
!:::

11

13

See Part IV, line 11

.9!

,:::;

10c

securities

Deferred

,:::;

1,250

10a
10b

Tax-exempt

Complete Part

cost or other basis

19

)) and

deprec1at1on

13

,;-.;

4958(f)(l

net

and deferred

12

:.::::l23

and

for sale or use

20

-=
:.a

79,500

11

key employees,

Less

(,/',
I/,

trustees,

Receivables from other d1squal1f1ed persons


persons described 1n section 4958(c)(3)(B)
Schedule

5,884,064

net

I/I
cJ)

<(

62,500

receivable,

1
2

2, 104,030

End of year

27

Unrestricted

28

Temporarily

29

Permanently

::::!

net assets
restricted
restricted

net assets

29

net assets

Organizations that do not follow SFAS 117, check here


lines 30 through 34.

u.

:.....

and complete

30

Capital

31

Pa1d-1n or capital

ci

32

Retained

4)

33

Total

net assets

34

Total

l1ab1l1t1es and net assets/fund

,fl

4)
,fl
,fl

stock

or trust

earnings,

principal,

surplus,

or current

30

funds

or land, bu1ld1ng or equipment

endowment,

accumulated

or fund balances
balances

income,

31

fund

32

or other funds
2,636,217

33

4,953,154

3, 159,427

34

6,403,963
Form 990(2011)

Form 9 9 O ( 2 O 11 )

Page

1:)ffi$:HReconcilliation
Check

Total

revenue

Total

expenses

Revenue

Net assets

5
6

Net assets
(B))

l:r-TiliUI

if Schedule

O contains

(must equal Part VIII,

Subtract

or fund balances
1n net assets

or fund balances

Financial
Check

a response

column

9 ,4 71,199

6,729,536

2,741,663

2,636,217

-424,726

4,953,154

(A), line 25)

line 2 from line 1

at beg1nn1ng of year (must equal Part X, line 33, column


or fund balances
at end of year

Statements

if Schedule

.F

1n this Part XI

to any question

(A), line 12)

(must equal Part IX, column

less expenses

Other changes

O contains

(explain

Combine

1n Schedule

(A))

O)

lines 3, 4, and 5 (must equal Part X, line 33, column

and Reporting
a response

to any question

1n this Part XII

Yes
1

Accounting
method used to prepare the Form 990
If the organ1zat1on changed its method of accounting
Schedule O

2a

1 Cash F Accrual 10ther _____


from a prior year or checked "Other," explain

compiled

Were the organ1zat1on's

f1nanc1al statements

audited

If"Yes,"
to 2a or 2b, does the organ1zat1on have a committee that assumes respons1b1l1ty for oversight of the
audit, review, or comp1lat1on of its f1nanc1al statements
and selection of an independent accountant?
If the organ1zat1on changed either its oversight process or selection process during the tax year, explain 1n
Schedule O

If "Yes" to line 2a or 2b, check a box below to 1nd1cate whether


on a separate basis, consolidated
basis, or both

3a

basis

Consolidated

basis

by an independent

f1nanc1al statements

Separate

or reviewed

by an independent

accountant?

Both consolidated

As a result of a federal award, was the organ1zat1on required


SI n g Ie A u d It Act and O M B C I re u Ia r A -1 3 3 7

accountant?

the f1nanc1al statements

2a

No

2b

Yes

2c

Yes

for the year were issued

and separated

to undergo an audit or audits

No

1n

Were the organ1zat1on's

12

of Net Assets

basis
as set forth 1n the

If"Yes,"
did the organ1zat1on undergo the required audit or aud1ts7 If the organ1zat1on did not undergo the required
audit or audits, explain why 1n Schedule O and describe any steps taken to undergo such audits

3a

No

3b
Form 990(2011)

efile

GRAPHIC

rint

- DO NOT PROCESS

SCHEDULE A

As Filed

Data -

DLN:93493164002002
OMB No 1545-0047

Public Charity Status and Public Support

2011

(Form 990 or 990EZ)


Complete

if the organization
4947(a)(1)

Department
of theTreasury
InternalRevenueService

,... Attach

is a section
nonexempt

501(c)(3)
organization
charitable trust.

to Form 990 or Form 990-EZ.,...

See separate

or a section

Open to Public
Inspection

instructions.

Name of the organ1zat1on

Employer

identification

number

FreedomWorks Foundation Inc

52-1526916

Reason

for

Public

The organ1zat1on 1s not a private


1
2

3
4

''

or a cooperative

research organ1zat1on operated


name, city, and state

An organ1zat1on operated

convention

of churches,

described

1n section

170(b)(1)(A)(iv).

A federal,

state,

or assoc1at1on

170(b)(1)(A)(ii).

hospital

of churches
(Attach

service

or local government

trust

described

An organ1zat1on that normally


receipts

from act1v1t1es related

its support

11

1
1

f
g

An organ1zat1on organized

170(b)(1)(A)(iii).

described

1n section

170(b)(1)(A)(iii).

by a governmental

Enter the

unit described

1n

or governmental

unit described

170(b)(1)(A)(vi)

receives

(1) more than 331/3%

to its exempt
income

and operated

1n section

part of its support

(Complete

and unrelated

exclusively

to certain

business

unit or from the general

public

Part II )

of its support

funct1ons-subJect

170(b)(1)(A)(v).

from a governmental

taxable

509(a)(2).

from contributions,
exceptions,

income

(less section

(Complete

to test for public safety

membership

fees, and gross

and (2) no more than 3 31/3% of


511 tax) from businesses

Pa rt I II )

Seesection

509(a)(4).

An organ1zat1on organized and operated exclusively


for the benefit of, to perform the functions of, or to carry out the purposes of
or section 509(a)(2)
See section 509(a)(3).
Check
one or more publicly supported organ1zat1ons described 1n section 509(a)(l)
the box that describes the type of supporting organ1zat1on and complete lines lle through llh
a
I Type I
b
I Type II
c
I Type III - Functionally integrated
d
I Type III - Other
By checking this box, I certify that the organ1zat1on 1s not controlled directly or 1nd1rectly by one or more d1squal1f1ed persons
or
other than foundation managers and other than one or more publicly supported organ1zat1ons described 1n section 509(a)(l)
section 509(a)(2)
If the organ1zat1on received a written determ1nat1on from the IRS that 1t 1s a Type I, Type II or Type III supporting organ1zat1on,
check this box
I
Since August 17, 2006, has the organ1zat1on accepted any gift or contribution
from any of the
following persons?
(i) a person who directly or 1nd1rectly controls, either alone or together with persons described 1n (11)
Yes
No
and (111)below, the governing

1n section

or un1vers1ty owned or operated

acqu1 red by the orga n1zat1on after June 3 O, 19 7 5 See section


10

170(b)(1)(A)(i).

E )

Part II )

1n section

from gross investment

section

Schedule

organ1zat1on described

An organ1zat1on that normally receives a substantial


described 1n
section 170(b)(1)(A)(vi)
(Complete Part II )
A community

this part.) See instructions

11, check only one box)

1n conJunct1on with a hospital

for the benefit of a college


(Complete

must complete

1t 1s (For lines 1 through

A medical
hospital's

1
1

because

A hospital

1
P-

foundation

A church,
A school

(All organizations

Status

1
1

section
7

Charity

body of the the supported

(ii) a family

member of a person described

(iii)

controlled

a 35%

Provide

(i)
Name of
supported
organ1zat1on

the following

(ii)
EIN

entity

of a person described

Ug(i)
Ug(ii)

1n (1) or (11) above7

1nformat1on about the supported


(iii)
Type of
organ1zat1on
(described on
lines 1- 9 above
or I RC section
(see
Ins truct10 ns))

organ1zat1on7

1n (1) above7

(iv)
Is the
organ1zat1on 1n
col (1) listed 1n
your governing
document?
Yes

Ug(iii)

organ1zat1on(s)

No

(v)
Did you notify the
organ1zat1on 1n
col (1) of your
support?
Yes

No

(vi)
Is the
organ1zat1on 1n
col (1) organized
1n the U S 7
Yes

(vii)
A mount of
support?

No

Total
For Paperwork ReducbonAct Nobce,seethe lnstrucbons for Form 990

Cat

No 11285F

Schedule A (Form 990or 990-EZ)2011

Sch e du Ie A (Form 9 9 O or 9 9 O- E Z) 2 O 11

page

M:ifilM
Section

Support Schedule for Organizations


Described in IRC 170(b)(l)(A)(iv)
and 170(b)(l)(A)(vi)
(Complete only 1f you checked the box on line 5, 7, or 8 of Part I or 1f the organ1zat1on failed to qualify
under Part III. If the organization falls to qualify under the tests listed below, please complete Part III.)
A. Public Suooort

Calendar year

(or f1sca I year beg1 nn1ng


1n)
Gifts, grants, contributions,
and
membership fees received
(Do not
include any "unusual
grants")
Tax revenues levied for the
organ1zat1on's benefit and either
paid to or expended on its
behalf
The value of services or fac1l1t1es
furnished by a governmental
unit
to the organ1zat1on without charge
Total. Add lines 1 through 3
The portion of total contributions
by each person (other than a
governmental
unit or publicly
supported organ1zat1on) included
on line 1 that exceeds 2% of the
amount shown on line 11, column
(f)
Public Support. Subtract line 5
from line 4

Section

B. Tota

(a) 2007

(b) 2008

(f) Total

2,936,908

3,931,825

4,485,499

9,523,649

24,887,981

4,010,100

2,936,908

3,931,825

4,485,499

9,523,649

24,887,981

7,582,606

17,305,375

Support

First Five Years If the Form 990 1s for the organ1zat1on's


check this box and stop here

Section

(e)2011

4,010,100

Calendar year
(or fiscal year
(a) 2007
(b) 2008
beg1nn1ng 1n)
4,010,100
2,936,908
7
Amounts from line 4
8
Gross income from interest,
d1v1dends, payments received on
190,851
211, 752
securities
loans, rents, royalties
and income from s1m1lar
sources
9
Net income from unrelated
business act1v1t1es, whether or
not the business 1s regularly
earned on
10
Other income (Explain 1n Part
500
IV ) Do not include gain or loss
from the sale of capital assets
11
Total support (Add lines 7
through 10)
12
Gross receipts from related act1v1t1es, etc (See 1nstruct1ons)
13

(d) 2010

(c) 2009

C. Computation

of Public Support

14

Public Support

Percentage

for 2011

(line 6 column

15

Public Support

Percentage

for 2010

Schedule

first, second,

(d) 2010

(c) 2009
3,931,825

36,819

74,543

(e) 2011

4,485,499

(f) Total

9,523,649

72

16,489

24,887,981

6,101

445,595

350

91,882

25,425,458

third, fourth,

12
or fifth tax year as a 501 (c)(3)

organ1zat1on,
..,._,

Percentage
(f) d1v1ded by line 11 column

A, Part II, line 14

(f))

14

68 060 %

15

74 990 %

331/3/osupport
test-2011.
If the organ1zat1on did not check the box on line 13, and line 14 1s 33 1/3% or more, check this box
and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
b 331/3/osupport
test-2010.
If the organ1zat1on did not check the box on line 13 or 16a, and line 15 1s 33 1/3% or more, check this
box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
..,._,
If the organ1zat1on did not check a box on line 13, 16a, or 16b and line 14
17a 10/o-facts-and-circumstancestest-2011.
1s 10% or more, and 1fthe organ1zat1on meets the "facts and circumstances"
test, check this box and stop here. Explain
test The organ1zat1on qual1f1es as a publicly supported
1n Part IV how the organ1zat1on meets the "facts and circumstances"
organ 1zat1on
b 10/o-facts-and-circumstances
test-2010.
If the orga n1zat1on did not check a box on 11ne 13, 16 a, 16 b, or 1 7 a and 11ne
15 1s 10% or more, and 1f the organ1zat1on meets the "facts and circumstances"
test, check this box and stop here.
test The organ1zat1on qual1f1es as a publicly
Explain 1n Part IV how the organ1zat1on meets the "facts and circumstances"
supported organ1zat1on
Private Foundation If the organ1zat1on did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
18
1nstruct1ons

16a

..,._p-

....

Schedule A (Form 990 or 990-EZ) 2011

Sch e du Ie A (Form 9 9 O or 9 9 O- E Z) 2 O 11

Page

M:ifilOM Support

Schedule for Organizations


Described in IRC 509(a)(2)
(Complete only 1f you checked the box on line 9 of Part I or 1f the organ1zat1on failed to qualify under
Part II. If the organization falls to qualify under the tests listed below, please complete Part II.)
s ect1on A. Pu bl"IC s uooort

Calendar year

(or fiscal year beg1nn1ng


1n)
Gifts, grants, contributions,
and
1
membership fees received
(Do not
include any "unusual grants")
Gross receipts from adm1ss1ons,
2
mere ha nd1se sold or services
performed, or fac1l1t1es furnished 1n
any act1v1ty that 1s related to the
organ1zat1on's tax-exempt
purpose
Gross receipts from act1v1t1es that
3
are not an unrelated trade or
business under section 513
Tax revenues levied for the
4
organ1zat1on's benefit and either
paid to or expended on its
behalf
The value of services or fac1l1t1es
5
unit to
furnished by a governmental
the organ1zat1on without charge
6
Total. Add lines 1 through 5
7a Amounts included on lines 1, 2,
and 3 received from d1squa l1f1ed
persons
b Amounts included on lines 2 and 3
received from other than
d1squal1f1ed persons that exceed
the greaterof$5,000
or1% of the
amount on line 13 for the year
c Add lines 7a and 7b
Public Support (Subtract line 7c
8
from line 6 )

(a) 2007

(b) 2008

(c) 2009

(d) 2010

(e) 2011

(f) Total

(e) 2011

(f) Total

S ect1on B. Tota IS up port


(or f1sca I year beg1 nn1ng
(a) 2007
(b) 2008
1n)
Amounts from line 6
Gross income from interest,
d1v1dends, payments received on
securities
loans, rents, royalties
and income from s1m1lar
sources
Unrelated business taxable
income (less section 511 taxes)
from businesses
acquired after
June 30, 1975
Add lines lOa and !Ob
Net income from unrelated
business act1v1t1es not included
1n line !Ob, whether or not the
business 1s regularly earned on
Other income Do not include
gain or loss from the sale of
capital assets (Explain 1n Part
IV )
Total support (Add lines 9, lOc,
lland12)
First Five Years If the Form 990 1s for the organ1zat1on's first, second,
check this box and stop here

Calendar year
9
10a

c
11

12

13
14

Section

C. Com

utation

of Public Su

15

Public Support

Percentage

for 2011

16

Public support

percentage

from 2010

Section

D. Computation

ort Percenta

(line 8 column
Schedule

of Investment

(c) 2009

third, fourth,

Income

or fifth tax year as a 501 (c)(3)

organ1zat1on,
,...,

(f) d1v1ded by line 13 column

A, Part III,

(d) 2010

(f))

15

line 15

16

Percentage

17

Investment

income

percentage

for 2011 (line lOc column

18

Investment

income

percentage

from 2010 Schedule

19a

If the organ1zat1on did not check the box on line 14, and line 15 1s more than 33 1/3% and line 17 1s not
331/3/osupport
tests-2011.
,...,
more than 33 1/3%, check this box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
331/3/osupport
tests-2010.
If the organ1zat1on did not check a box on line 14 or line 19a, and line 16 1s more than 33 1/3% and line
18 1s not more than 33 1/3%, check this box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on
,...,
Private Foundation If the organ1zat1on did not check a box on line 14, 19a or 19b, check this box and see 1nstruct1ons
,...,

b
20

(f) d1v1ded by line 13 column

A, Part III,

line 17

(f))

17
18

Schedule A (Form 990 or 990-EZ) 2011

Sch e du Ie A (Form 9 9 O or 9 9 O- E Z) 2 O 11

page

M:ifil(*M Supplemental

Information.
Supplemental Information. Complete this part to provide the explanation
required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any
add1t1onal information. (See instructions).
Facts And Circumstances Test

Explanation

Schedule

A, Part II, Line 10, Explanation

of Other Income

Other program

revenue

Schedule A (Form 990 or 990-EZ) 2011

Additional Data

Software
Software

ID:

Version:
EIN:
Name:

Form 990, Special

Condition

Foundation Inc

Description:

Special

Form 990, Part III

52-1526916
FreedomWorks

- 4 Program

Service

Condition

Accomplishments

Description
(See the Instructions)

4d. Other program services


(Code

) (Expenses$

938,345

1nclud1ng grants

of$

112,550 ) (Revenue

Grassroots
Mob1l1zat1on and Tra1n1ng Advocacy, tra1n1ng and equ1pp1ng interested
public on reform of federal and state pol1c1es 1n areas
such as tax policy, fiscal policy, health care policy, energy and environmental
pol1c1es, education and other m1ss1on related issues

efile

GRAPHIC

rint - DO NOT PROCESS

As Filed

Data -

DLN:93493164002002
OMB No 1545-0047

SCHEDULED
(Form 990)

2011

Supplemental Financial Statements


~

Complete if the organization


answered "Yes," to Form 990,
Part IV, line 6, 7, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
~ Attach
to Form 990. ~ See separate instructions.

Department
oftheTreasury
InternalRevenue
Service

Open to Public
Inspection

Name of the organization


FreedomWorks Foundation Inc

Employer

identification

number

52-1526916

Organizations
Maintaining
Donor Advised
Funds or Other
oraa rnzat1on a nswe re d" Yes to Form 990 Part IV Iine 6
(a) Donor advised
1

Total

Aggregate

Similar

Funds

funds

or Accounts.

Complete

(b) Funds and other accounts

number at end of year


contributions

to (during

year)

Aggregate

grants from (during

Aggregate

value at end of year

Did the organ1zat1on inform all donors and donor advisors 1n writing that the assets held 1n donor advised
funds are the organ1zat1on's property, subJect to the organ1zat1on's exclusive legal control?

1Yes

Did the organ1zat1on inform all grantees, donors, and donor advisors 1n writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose
conferring 1mperm1ss1ble private benefit

l:ifiii
1

Conservation

Purpose(s)

I
I
I
2

1f the

Protection

easements

Complete

of natural

Yes

1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 7.

held by the organ1zat1on (check

of land for public use (e g, recreation

Preservation

Complete
easement

Easements.

of conservation

Preservation

year)

or pleasure)

habitat

all that apply)


1

Preservation

of an historically

Preservation

ofa cert1f1ed historic

importantly

land area

structure

of open space

lines 2a-2d 1fthe organ1zat1on held a qual1f1ed conservation


on the last day of the tax year

contribution

1n the form ofa conservation


Held at the End of the Year

Total

Total acreage

Number of conservation

easements

on a cert1f1ed historic

Number of conservation

easements

included

Number of conservation

easements

mod1f1ed, transferred,

number of conservation

the taxable

restricted

easements

2a

by conservation

easements

Number of states

Does the organ1zat1on have a written policy


enforcement
of the conservation
easements

where property

Staff and volunteer

A mount of expenses

subJect to conservation

incurred

2c
2d

released,

ext1ngu1shed,

easement

1s located

1n monitoring,

monitoring,

1nspect1ng and enforcing

1nspect1ng, and enforcing

or terminated

Organizations
Maintaining
Complete 1f the organization

1nspect1on, handling

conservation

easements

easements

of v1olat1ons, and

Yes

during the year~--------

during the year

the requirements

of section
1Yes

easements 1n its revenue and expense statement,


and
to the organ1zat1on's f1nanc1al statements
that describes

Collections
of Art, Historical
Treasures,
answered "Yes" to Form 990, Part IV, line 8.

or Other

Similar

Assets.

If the organ1zat1on elected, as permitted under SFAS 116, not to report 1n its revenue statement and balance sheet works of
of public service,
art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education or research 1n furtherance
provide, 1n Part XIV, the text of the footnote to its f1nanc1al statements
that describes these items
If the organ1zat1on elected, as permitted under SFAS 116, to report 1n its revenue statement
historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research
provide the following amounts relating to these items
(i) Revenues
(ii)Assets

included

included

1n Form 990,

1n Form 990,

Part VIII,

Revenues

Assets

For Privacy

included

included

1n Form 990,

1n Form 990,

Act and Paperwork

and balance sheet works of art,


1n furtherance
of public service,

~ $ ---------

line 1

Part X

~ $ ---------

If the organ1zat1on received or held works of art, historical treasures, or other s1m1lar assets
following amounts required to be reported underSFAS
116 relating to these items

by the organ1zat1on during

~-------

conservation

on line 2(d) above satisfy

In Part XIV, describe how the organ1zat1on reports conservation


balance sheet, and include, 1f applicable, the text of the footnote
the organ1zat1on's accounting for conservation
easements

la

1n (a)

Does each conservation


easement reported
170(h)(4 )(B)(I) and 170(h)(4 )(B)(11)7

i:itiihi

included

after 8/17 /06

regarding the periodic


1t holds7

to monitoring,

hours devoted

~$ _______

structure

1n (c) acquired

year~-------

2b

Part VIII,

for f1nanc1al gain, provide

~ $ ----------

line 1

Part X

Reduction

Act Notice, see the Int ructions

the

for Form 990

Cat

No 522830

$
Schedule

D (Form 990) 2011

Sch e du Ie D (Form 9 9 O ) 2 O 11

j@IO!
3

page

Organizations

Maintaining

Using the organ1zat1on's accession


items (check all that apply)
a
b
c

I
I
I

Collections

and other records,

of Art,

Historical

Treasures,

check any of the following

or Other

Loan or exchange

Scholarly

Other

Preservation

for future generations

P rov1de a description
Part XIV

During the year, did the organ1zat1on sol1c1t or receive donations of art, historical treasures or other s1m1lar
assets to be sold to raise funds rather than to be ma1nta1ned as part of the organ1zat1on's collect1on7

la

(contmued)

programs

1:iflj(fj

Assets

that are a s1gn1f1cant use of its collection

Public exh1b1t1on
research

Similar

of the organ1zat1on's

collections

and explain

how they further

the organ1zat1on's

exempt

purpose

1n

Yes

Escrow and Custodial


Arrangements.
Complete 1f the organ1zat1on answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organ1zat1on an agent, trustee,


Inc Iu de d on Form 9 9 O, Pa rt X 7
explain

the arrangement

custodian

or other 1ntermed1ary for contributions

or other assets

not

1Yes

If "Yes,"

1n Part XIV and complete

the following

table

Beg1nn1ng balance

le

Add1t1ons during the year

ld

D1stribut1ons

le

Ending balance

Amount

2a
b

during the year

lf

Did the organ1zat1on include


If"Yes,"

.:r. .........

explain

an amount

the arrangement

Endowment

Funds.

on Form 990,

Part X, line 217

Complete

1f the orqarnzat1on answered "Yes" to Form 990 Part IV line 10.


(a)Current Year

la

Contributions

Investment

Grants

Other expenditures
and programs

Adm1n1strat1ve

End of year balance

(c)Two Years Back (d)Three Years Back (e)Four Years Back

earnings

or losses

or scholarships

Provide

for fac1l1t1es

expenses

the estimated

Board designated

Permanent

Term endowment

3a

(b )Prior Year

Beg1nn1ng of year balance

1Yes

1n Part XIV

percentage

or quasi-endowment

held as

endowment
~

Are there endowment


organ1zat1on by

(i) unrelated

of the year end balance

funds not 1n the possession

of the organ1zat1on that are held and adm1n1stered for the

Yes

(ii) related organ1zat1ons


b
4

If"Yes"
Describe

to 3a(11), are the related

organ1zat1ons

1n Part XIV the intended

la

of property

listed as required

uses of the organ1zat1on's

l:F-Til"H Lan d,, Bui"Id"mgs, an d Equipment.


Description

No

I 3aCi>
I 3a(ii)

organ1zat1ons
on Schedule

endowment

R7

3b

funds

See Form 990 Part X, ine 10.


(a) Cost or other
basis ( investment)

(b )Cost or other
basis ( other)

(c) Accumulated
deprec1at1on

(d) Book value

Land

b Bu1ld1ngs

c Leasehold

improvements

d Equipment
e Other
Total. Add lines la-le

(Column (d) should equal Form 990, Part X, column (B), !me 10(c).)

Schedule

D (Form 990) 2011

Sch e du Ie D (Form 9 9 O ) 2 O 11

1:r.111- .

Page

Investments

Other Securities.

See Form 990

(a) Description
of security or category
(1nclud1ng name of security)

Part X line 12.

(b)Book

value

(c) Method of valuation


Cost or end-of-year
market

value

(1 )F1nanc1al derivatives
(2)Closely-held
(3)0ther
(A) Private

equity

equity,

interests

restricted

use

4 08 ,6 04

Total. (Column (b) should equal Fol7Tl 990, Part X, col (8) /me 12)

Program

Investments

1:r.111-.,111

(a) Description

of investment

Related.

Other Assets.

See Form 990

Part X line 13.

(b) Book value

(c) Method of valuation


Cost or end-of-year
market

Part X line 15.


(b) Book value

(a) Description

Total. (Column (b) should equal Form 990, Part X, co/.(8) !me 15.)
~1

..

:a--

Other Liabilities.
(a) Description

1
Federal Income
Due to related

See Form 990

Part X line 25.

of L1ab1l1ty

(b) A mount

Taxes
organ1zat1on

Total. (Column (b) should equal Fol7Tl 990, Part X, col (8) /me 25)

2. Fin 48 (ASC 740)


organ1zat1on's

value

Total. (Column (b) should equal Fol7Tl 990, Part X, col (8) /me 13)

:r., .......

4 08 ,6 04

See Form 990

type

1,4 50 ,809

Footnote In Part XIV, provide the text of the footnote


l1ab1l1ty for uncertain tax pos1t1ons under FIN 48 (ASC740)

1,4 50 ,809
to the organ1zat1on's

f1nanc1al statements

that reports

the

Schedule D (Form 990) 2011

Sch e du Ie D (Form 9 9 O ) 2 O 11

Page

Reconciliation

:r.1.0:
1

Total

Total expenses

Excess

Net unrealized

Donated

revenue

of Change

(Form 990,

Part VIII,

(Form 990,

column

gains (losses)

Subtract

9,471,199

6,729,536

2,741,663

-424,726

(A), line 12)

line 2 from line 1

on investments

and use offac1l1t1es

Investment

P nor period adJustments

Other (Describe

Total adJustments

10

Excess

l:r-TiliUI
1
2

1n Part XIV)
(net)

or (def1c1t) for the year per f1nanc1al statements

Amounts

included

Recoveries

Other (Describe

Add lines 2a through

services

included

1:r.111-41111

Donated

Part VIII,

line 7b

4b

of Expenses

per Audited

Financial

Statements

With Expenses

per Return
6,729,536
1

included

on line 1 but not on Form 990, Part IX, line 25


and use offac1l1t1es

2a

Prior year adJustments

2b

Other losses

2c

Other (Describe

Add lines 2a through

1n Part XIV)

2d

2d

2e

Subtract

line 2e from line 1

Amounts

included

0
6,729,536

on Form 990, Part IX, line 25, but not on line 1:

expenses

Other (Describe

Add lines 4a and 4b


Total expenses

0
9,471,199

per audited f1nanc1al

:r.1.otu

9,471,199

4c

and losses

services

Investment

-424,726

I 4a I

2e

line 12, but not on line 1

on Form 990,

Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 )

2c
2d

not included

Reconciliation

Amounts
a

2b

1n Part XIV)

Total expenses
statements

9 ,046 ,4 7 3

-424,726

Add lines 4a and 4b


Total Revenue

10

2a

on Form 990, Part VIII,

expenses

-424,726
2,316,937

per Return

2d

Amounts

Other (Describe

With Revenue

line 12

1n Part XIV)

line 2e from line 1

Statements

per audited f1nanc1al statements

and use offac1l1t1es

Subtract

Investment

lines 3 and 9

Financial

of prior year grants

Combine

on line 1 but not on Form 990, Part VIII,

Donated

per Audited

gains on investments

of Revenue

gains, and other support

Net unrealized

Add lines 4 - 8

Reconciliation

expenses

Total revenue,

Statements

Part IX, column (A), line 25)

or (def1c1t) for the year

services

in Net Assets from Form 990 to Financial

not included

on Form 990,

Part VIII,

1n Part XIV)

line 7b

I 4a I
4b

Add I Ines 3 and 4c. (Th Is sh o u Id e qua I Form 9 9 O, Pa rt I, I In e 18 )

Supplemental

4c
5

6,729,536

Information

Complete this part to provide the descriptions


required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines 1 band 2b,
Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b Also complete this part to provide any
add1t1onal 1nformat1on
Return Reference

Identifier
Description
of U ncerta1n Tax
Pos1t1ons Under FIN 48

Part X

Explanation
The Foundation had no s1gn1f1cant uncertain
year ended December 31, 2011

tax pos1t1ons for the

Schedule D (Form 990) 2011

efile

GRAPHIC

rint

- DO NOT PROCESS

As Filed

Data -

DLN:93493164002002
OMB No 1545-0047

Supplemental Information Regarding


Fundraising or Gaming Activities

SCHEDULEG
(Form 990 or 990-EZ)

2011

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
,... Attach to Form 990 or Form 990-EZ.,... See separate instructions.

Department
of theTreasury
InternalRevenueService

Name of the organ1zat1on


FreedomWorks
Foundation

Open to Public
Ins ection

Employer

identification

number

Inc
52-1526916

l:ifill
1

Fundraising

I nd1cate whether

the organ1zat1on

Mail sol1c1tat1ons

F
F

Internet

c
d

In-person

Complete

Activities.

and e-mail

raised

1f the organization

funds through

any of the following

sol1c1tat1ons

Phone sol1c1tat1ons

act1v1t1es

Check

all that apply

Sol1c1tat1on of non-government

I
I

Sol1c1tat1on of government

Special

grants

grants

fundra1s1ng events

sol1c1tat1ons

Did the organ1zat1on have a written or oral agreement with any 1nd1v1dual (1nclud1ng officers, directors,
trustees
with professional
fundra1s1ng serv1ces7
or key employees
listed 1n Form 990, Part VII) or entity 1n connection

2a

If"Yes,"
list the ten highest paid 1nd1v1duals or ent1t1es (fundra1sers)
pursuant to agreements
to be compensated
at least $5,000
by the organ1zat1on Form 990-EZ filers are not required

(i) Name and address of


1nd1v1dual
or entity (fundra1ser)

(ii) Act1v1ty

(iii) Did
fund ra Iser have
custody or
control of
contnbut1ons7
Yes

Clearword Commun1cat1on
Group Inc
12841 BraemarV1llage
Plaza
51
Bnstow,VA

No

1s

(v) Amount paid to


(or retained by)
fundra1ser listed 1n
col (i)

(vi) Amount paid to


(or retained by)
organ1zat1on

No

No

407,971

19,974

387,997

No

376,254

11,045

365,209

No

260 ,000

13,000

247,000

44,019

1,000,206

Advice

VA 20147
Local Fundra1s1ng
Counsel

Fundra1s1ng Solutions
1500JacksonSt817
Dallas,

the fundra1ser
this table

Yes

20136
Creative

Ashburn

(iv) Gross receipts


from act1v1ty

underwh1ch
to complete

P"

Direct Mail
Creative Advice

Stephen Clouse & Associates


Inc
43538
Golden Meadow Circle

TX 75201

.....

Total.

answered "Yes" to Form 990, Part IV, line 17.

List all states


l1cens1ng

1n which the organ1zat1on

1s registered

or licensed

1,044,225

to sol1c1t funds or has been not1f1ed 1t 1s exempt

from reg1strat1on

or

AL, AK, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, NH, NM, NY, NC, ND, OH, OK, OR, NH, PA, RI, SC,
TN,UT,VA,WA,WV,WI

For Privacy

Act and

Paperwork

Reduction

Act Notice,

see the Instructions

for Form 990.

Cat No 50083H

Schedule

G (Form

990

or 990-EZ)

2011

Sch e du Ie G (Form 9 9 O or 9 9 O- E Z) 2 O 11

l:ifliI

Page 2

Fundraising
Events. Complete 1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 18, or reported
more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

(b) Event #2

(event type)

(event type)

(c) Other

(total

Events

(d) Total Events


(Add col (a) through
col (c))

number)

;
:r;
~

Gross receipts

Less Charitable
contributions

Gross income
minus line 2)

Cash prizes

Non-cash

Rent/fac1l1ty

Food and beverages

Entertainment

Other direct

Ci::

<.I)

(line 1

prizes

<].)
iJ)

c<].)

costs

Q_

i:i'.i
1j

10

Direct

expenses

expense

....
11

Net income

Add lines 4 through

summary

summary

Combine

,...
,...

9 1n column (d).

lines 3 and 10 1n column

(d).

Gaming. Complete 1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 19, or reported more than
$15,000 on Form 990-EZ, line 6a.

l~I

(a) Bingo

;
:r;

(b) Pull tabs/Instant


b1ngo/progress1ve
bingo

(c) Other gaming

(d) Total gaming


(Add col (a) through
col (c))

Ci::

<.I)

<].)

Gross revenue

Cash prizes

Non-cash

Rent/fac1l1ty

costs

Other direct

expenses

Volunteer

Direct

Net gaming

iJ)

c<].)
Q_

i:i'.i
1j

prizes

''

labor

expense

Enter the state(s)

Yes ------------------No

Add lines 2 through

summary

income summary

Combine

Is the organ1zat1on licensed

If "No,"

to operate

Yes ------------------No

5 1n column (d).

lines 1 and 7 1n column

1n which the organ1zat1on operates

''

''

Yes ------------------No

,...

,...

(d).

gaming act1v1t1es

gaming act1v1t1es 1n each of these states?

Yes

No

Explain

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------]
10a
b

Were any of the organ1zat1on's


If"Yes,"

gaming licenses

revoked,

suspended

or terminated

during the tax year7

Yes

No

Explain

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------]

Schedule G (Form 990 or 990-EZ) 2011

Sch e du Ie G (Form 9 9 O or 9 9 O- E Z) 2 O 11

11

Does the organ1zat1on operate

12

Is the organ1zat1on a grantor,

gaming act1v1t1es with nonmembers?


benef1c1ary or trustee

formed to adm1n1ster charitable

13

I nd1cate the percentage


a

The organ1zat1on's

An outside

14

Provide
records

Page 3

of a trust

or a member

of a partnership

No

Yes

No

Yes

No

Yes

No

1n

fac1l1ty

13a

fac1l1ty

the name and address

Yes

or other entity

gam1ng7

of gaming act1v1ty operated

of the person who prepares

the organ1zat1on's

gam1ng/spec1al

events

I 13b

books and

Name ....

Address

1Sa

....

Does the organ1zat1on have a contract

with a third party from whom the organ1zat1on receives

gaming

revenue?

If "Yes,"
amount

enter the amount


of gaming

If "Yes,"

revenue

of gaming
retained

revenue

received

by the organ1zat1on .... $----------and

the

by the third party .... $----------

enter name and address

Name ....

Address

16

Gaming

....

manager

1nformat1on

Name ....
Ga m Ing manager
Description

I
17

of services

Is the organ1zat1on required

Enter the amount

under state

Employee

Independent

contractor

law to make charitable

d1stribut1ons

own exempt

required

under state

law distributed

proceeds

to

to other exempt

organ1zat1ons

or spent

act1v1t1es during the tax year .... $

Complete this part to provide add1t1onal information


instructions.)
Ident1f1er

from the gaming

l1cense7

of d1stribut1ons

1n the organ1zat1on's

i:ifil(fj

....

d1stribut1ons

retain the state gaming

provided

D1rector/off1cer

Mandatory
a

co mpe ns at1 on .... $ ---------------------------------------------

ReturnReference

for responses to quuest1on on Schedule G (see


Explanation
Schedule

G (Form 990 or 990-EZ)

2011

efile

GRAPHIC

rint - DO NOT PROCESS

As Filed

Schedule I
(Form 990)

Data -

OMB No 1545-0047

Grants and Other Assistance to Organizations,


Governments and Individuals in the United States
Complete

Department of the Treasury


Internal Revenue Service
Name of the organ1zat1on
FreedomWorks
Foundation

General

if the organization

2011

"Yes," to Form 990, Part IV, line 21 or 22.


to Form 990

Open to Public
Inspection
Employer

identification

number

52-1526916

Information

on Grants

and Assistance

Does the organ1zat1on ma1nta1n records to substantiate


the amount
the selection criteria used to award the grants or ass1stance7.

Describe

1n Part IV the organ1zat1on's

procedures

for monitoring

of the grants or assistance,


the grantees' el1g1b1l1ty for the grants or assistance,


and

P-ves

of

(b)EIN

Enter total

number of section

Enter total

number of other organ1zat1ons

Act and Paperwork

(c) IRC Code section


1f applicable

(d) A mount of cash


grant

20-4039366

(1) Ground Floor LLC 110


Arnold Mill Park Suite 200
Woodstock, GA 30188

501 (c)(3)

Reduction

(e) A mount of noncash


assistance

108,000

and government
listed

Act Notice,

organ1zat1ons

listed

(f)

Method of
valuation
(book, FMV, appraisal,
other)

(g) Description
of
non-cash assistance

..,_'

(h) Purpose of grant


or assistance

The purpose of the


grant 1s the
production and
d1stribut1on of a film
called "Runaway
Slave", a compelling
Journey of one person
across the U n1ted
States to address the
complex issues of
race and pol1t1cs

1n the line 1 table.

1n the line 1 table.

see the Instructions

No

the use of grant funds 1n the U n1ted States

Grants and Other Assistance


to Governments
and Organizations
in the United States. Complete 1f the organ1zat1on answered "Yes" to
Form 990, Part IV, line 21 for any rec1p1ent that received more than $5,000. Check this box 1f no one rec1p1ent received more than $5,000. Use
Part IV and Schedule 1-1 (Form 990) 1f add1t1onal space 1s needed .

(a) Name and address


organ1zat1on
or government

For Privacy

answered
..,_Attach

Inc

l:ifliI

DLN:93493164002002

for Form 990.

Cat No SOOSSP

Schedule

I (Form 990)

2011

Sch e du Ie I (Form 9 9 O ) 2 O 11

pa e

Grants and Other Assistance to Individuals


in the United States.
Use Schedule 1-1 (Form 990) 1f add1t1onal space 1s needed.
(a)Type

M:ifii(+M

of grant or assistance

Supplemental

Identifier
Procedure for M on1tonng
Grants 1n the U S

Information.

Return Reference
Part I, Line 2

(b)N umber of
rec1p1ents

Complete

(c)Amount
of
cash grant

Complete

1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 22.

(d)A mount of
non-cash assistance

this part to provide the information

(e)Method
of valuation
(book,
FMV, appraisal, other)

(f)Descnpt1on

of non-cash

assistance

required in Part I, line 2, and any other add1t1onal information.

Explanation
Schedule

I, Part I, Line 2 The Foundation

reviews

expenses

to ensure they are 1n line with the proposed

budget

Schedule I (Form 990) 2011

efile

rint - DO NOT PROCESS

GRAPHIC

As Filed Data -

DLN:93493164002002

Compensation Information

Schedule J
(Form 990)

OMB No 1545-0047

2011

For certain Officers,


~

Department
oftheTreasury
InternalRevenue
Service

Directors, Trustees, Key Employees, and Highest


Compensated Employees
Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
~ Attach to Form 990. ~ See separate instructions.

Name of the organization


FreedomWorks Foundation Inc

Open to Public
Inspection

Employer identification

number

52-1526916

uestions

Re
Yes

la

Check the approp1ate box(es) 1fthe organ1zat1on provided any of the following to or for a person listed 1n Form
990, Part VII, Section A, line la Complete Part III to provide any relevant 1nformat1on regarding these items

F
F
I
I
b

First-class
Travel

or charter

I
I
F
I

travel

for companions

Tax 1demn1f1cat1on and gross-up


D1scret1onary

spending

payments

account

Housing
Health

or social

Personal

for personal

use of personal

Compensation
Independent

I
F
F

committee
compensation

consultant

Form 990 of other organ1zat1ons

a severance

payment

1n Form 990,

club dues or 1n1t1at1on fees

services

(e g, maid, chauffeur,

chef)

Part1c1pate 1n, or receive

payment

from, a supplemental

Part1c1pate 1n, or receive

payment

from, an equity-based

and 501(c)(4)

or

list the persons

organizations

Written

the compensation

employment

Compensation
Approval
Section

and provide

A, line la with respect

the applicable

Yes

or study

by the board or compensation

compensation

Yes

contract

survey

nonqual1f1ed retirement

lb

of the

committee

to the f1l1ng organ1zat1on

payment?

Receive

Only 501(c)(3)

or change-of-control

Part VII,

If "Yes" to any of lines 4a-c,

use

residence

substant1at1on prior to re1mburs1ng or allowing expenses incurred by all


and the CEO/Executive
Director, regarding the items checked 1n line la7

During the year, did any person listed


or a related organ1zat1on

or residence

for business

Indicate which, 1f any, of the following the organ1zat1on uses to establish


organ1zat1on's CEO/Executive
Director
Check all that apply

F
F
F

plan7

arrangement?
amounts

4a

No

4b

No

4c

No

for each item 1n Part III

only must complete lines 5-9.

For persons listed 1n form 990, Part VII, Section


compensation
contingent on the revenues of

A, line la, did the organ1zat1on pay or accrue

any

The organ1zat1on7

Sa

No

Any related

Sb

No

6a

No

6b

No

No

No

If "Yes,"

organ1zat1on7

to line Sa or Sb, describe

1n Part III

For persons listed 1n form 990, Part VII, Section


compensation
contingent on the net earnings of
a

The organ1zat1on7

Any related
If "Yes,"

A, line la, did the organ1zat1on pay or accrue

1n Part III

For persons listed 1n Form 990, Part VII, Section


payments not described 1n lines 5 and 67 If"Yes,"

Were any amounts reported 1n Form 990, Part VII, paid or accured
subJect to the 1n1t1al contract exception described 1n Regs section
In Part III
If"Yes"
section

any

organ1zat1on7

to line 6a or 6b, describe

allowance

Payments

If any of the boxes 1n line la are checked, did the organ1zat1on follow a written policy regarding payment
reimbursement
orprov1s1on of all the expenses described above7 If "No," complete Part III to explain
Did the organ1zat1on require
officers, directors, trustees,

No

A, line la, did the organ1zat1on provide


describe 1n Part III

to line 8, did the organ1zat1on also follow the rebuttable


53 4958-6(c)7

For Privacy Act and Paperwork

any non-fixed

pursuant to a contract that was


53 4958-4(a)(3
)7 If "Yes," describe

presumption

procedure

Reduction Act Notice, see the Int ructions for Form 990

described

1n Regulations

9
Cat

No 50053T

Schedule J (Form 990) 2011

Sch e du Ie J (Form 9 9 O ) 2 O 11

l:itiiI

Officers,

Page

Directors,

Trustees,

Key Employees,

and Highest Compensated

For each 1nd1v1dual whose compensation


must be reported 1n Schedule J, report compensation
1nstruct1ons on row (11) Do not list any 1nd1v1duals that are not listed on Form 990, Part VII
Note. The sum of columns

(B)(1)-(111) for each listed

(A) Name

1nd1v1dual must equal the total amount

(B) Breakdown

ofW-2

(i) Base
compensation

and/or

1099-MISC

incentive
compensation

reportable
compensation

(1)
(11)

250,000
250,000

50,000
50,000

(3) Judith Mulcahy

(1)
(11)

70,955
70,955

25,500
25,500

(4) Wayne Brough

(1)
(11)

130,547
16,135

(5) Adam Brandon

(1)
(11)

42,175
86,841

(6) Mary Byrne

(1)
(11)

7 4 ,8 2 6
66,356

(7) Richard Walker

(1)
(11)

34,184
108,248

(8) Dean Clancy

(1)
(11)

113,170
55,740

compensation
(iii) Other

149,977
117,83 9

(2) Hon Richard


Armey

of Form 990,

560
440

Part VII,

Section

A, line la, columns

(C) Retirement and


other deferred
compensation
5,885
4,624

Use Schedule J-1 1f add1t1onal space needed.

from the organ1zat1on on row (1) and from related

(ii) Bonus &

(1)
(11)

(1) Matt Kibbe

Employees.

described

1n the

(D) and (E) for that 1nd1v1dual

(D) Nontaxable
benefits

6,397
5,027

9,696
9,696

organ1zat1ons,

(E) Total of columns


(B)(1)-(D)

4,023
3,161
0
0

0
0

(F) Compensation
reported 1n prior
Form 990 or
Form 990-EZ

166 ,842
131,091

0
0

309 ,696
309 ,696

0
0

167
167

3,000
3,000

4,045
4,045

103,667
103,667

0
0

425
53

4,005
495

2,953
365

138,8 20
17,158

0
0

54
109

1,7 27
3,506

600
1,218

58,086
119,144

0
0

530
470

129
114

3,074
2,7 26

2,024
1,794

240
760

43
137

1,440
4,561

223
110

3,518
1,7 33

890
110
13 ,5 3 0
2 7 ,4 70

24,120
11,8 8 0

80 ,583
71,460

0
0

1,82 2
5,769

37,729
119 ,4 7 5

0
0

4,080
2,010

145,111
71,4 7 3

0
0

Schedule J (Form 990) 2011

Sch e du Ie J (Form 9 9 O ) 2 O 11

l:ifilO
Complete

Identifier

Supplemental

this part to provide

Page

Information
the 1nformat1on, explanation,

Return
Reference
Part I, Line 1 a First-class
Club Dues

or descriptions

required

for Part I, lines la,

lb, 4c, Sa, Sb, 6a, 6b, 7, and 8 Also complete

this part for any add1t1onal 1nformat1on

Explanation
Travel/Travel
for companions
Richard A rmey - pursuant to terms of contract, flies first-class
for business
FreedomWorks
pays for a social club for its President to conduct meetings and discuss business matters

trips and, at times,

with companion

Social

Schedule J (Form 990) 2011

efile

GRAPHIC

Schedule

rint - DO NOT PROCESS

As Filed

Data -

DLN:93493164002002
OMB No 1545-0047

Transactions with Interested Persons

(Form 990 or 990-EZ)

2011

~ Complete
if the organization
answered
"Yes" on Form 990, Part IV, lines 2Sa, 2Sb, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
~ Attach
to Form 990 or Form 990-EZ. ~See separate instructions.

Department
of theTreasury
InternalRevenue
Service
Name of the organization
FreedomWorks Foundation Inc

Open to Public
Inspection

Employer

identification

number

52-1526916

Excess

Benefit

Transactions

(section 501(c)(3)

Complete

1fthe organ1zat1on answered

"Yes"

on Form 990

(a) Name of d1squal1f1ed person

and section 501 (c)(4) organ1zat1ons only).


'

Part IV

'

line 25a or 25b


(b) Description

'

or Form 990-EZ

'

Part V line 40b

'

(c)
C orrected7

of transaction

Yes

Enter the amount


section 4958
.

of tax imposed

Enter the amount

of tax, 1fany, on line 2, above, reimbursed

IUffiii Loans

to and/or

on the organ1zat1on managers

From

Interested

Complete

1f the organ1zat1on answered

(a) Name of interested


purpose

(b) Loan to
or from the
organ 1zat1on 7

person and

To

No

during the year under


,... $

or d1squal1f1ed persons

,... $

by the organ1zat1on.

Persons.

"Yes"

on Form 99 O, Part IV, line 2 6, or Form 99 0-EZ,

(c)O rig1nal
principal amount

(d)Balance

From

due

(f)
Approved
by board or
comm1ttee7

(e) In
default?
Yes

Part V, line 3 Sa

No

Yes

No

(g)Written
agreement?
Yes

No

,... $

Total

Grants or Assistance
Benefitting
Interested
Persons.
c amp Ie t e If th e orqarnza t ion answere d "Yes on Farm 990 ., Par t IV , Ime 27

l:r-PU

(a) Name of interested

For Privacy
Instructions

(b)Relat1onsh1p between interested


and the organ1zat1on

person

Act and Paperwork


Reduction
for Form 990 or 990-EZ.

Act Notice,

see the

person

Cat No 50056A

(c)A mount of grant or type of assistance

Schedule

L (Form 990 or 990-EZ)

2011

Sch e du Ie L (Form 9 9 O or 9 9 O- E Z) 2 O 11

l:itil(fJ Business
Complete

Transactions

Page

Involving
Interested
Persons.
answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

1f the organization

(a) Name of interested

(b) Relat1onsh1p
between interested
person and the
organ 1zat1on

person

(1) Dagny LLC

President's
spouse
100% owner

(2)Theresa

President's

l~liilAT

Kibbe

Supplemental
Complete

Identifier

transaction

(d) Description

of transaction

(e) Sharing of
organ1zat1on's
revenues?
Yes

1s

spouse

30,542

Management

consulting

36,390

Senior Advisor

No
No
No

Information

this part to provide

Return Reference

(c) A mount of

add1t1onal 1nformat1on for responses

to questions

on Schedule

L (see 1nstruct1ons)

Explanation
Schedule L (Form 990 or 990-EZ) 2011

efile

rint - DO NOT PROCESS

GRAPHIC

SCHEDULEM
(Form 990)

As Filed Data -

DLN:93493164002002
OMB No 1545-0047

NonCash Contributions

2011

..-Complete if the organization answered "Yes" on Form


990, Part IV, lines 29 or 30.
..-Attach to Form 990.

Department
of theTreasury
InternalRevenueService

Open to Public
Ins ection

Name of the organ1zat1on

Employer identification

number

FreedomWorks Foundation Inc

52-1526916

Types

of Property
(c)

(d)

Contribution
amounts
reported on
Form 990, Part VIII, line

Method of determ1n1ng
contribution
amounts

(b)

(a)
Check
1f
applicable

Number of Contributions
or items contributed

lg
1

Art-Works

of a rt

Art-Historical

treasures

Art-Fractional

interests

Books and publ1cat1ons

Clothing
goods

Cars and other vehicles

and household

Boats and planes

Intellectual

property

Securit1es-Publ1cly

traded

10

Securities-Closely

held stock

11

Securit1es-Partnersh1p,
LLC,
or trust interests
Securit1es-M
1scellaneous

12
13

Q ual1f1ed conservation
1storic
contribut1on-H
structures

14

Q ual1f1ed conservation
contribut1on-O
ther

15

Real estate-Res1dent1al

16

Real estate-Commercial

17

Real estate-Other

18

Col lect1 bles

19

Food inventory
Drugs and med1ca I suppl 1es

21

Taxidermy
Historical

23

Sc1ent1f1c specimens

152,677

Market

artifacts

24

Archeolog1cal

25

Other..-

26

Other..-(

27

Other..-(

28

Other..-

artifacts

)
)
)

Number of Forms 8 28 3 received by the organ1zat1on during the tax year for contributions
for which the organ1zat1on completed Form 8283, Part IV, Do nee Acknowledgement

29

Value

20

22

29

Yes
30a

During the year, did the organ1zat1on receive

by contribution

any property

must hold for at least three years from the date of the 1n1t1al contribution,
for exempt

b If"Yes,"

purposes

describe

for the entire

the arrangement

holding

32a

Does the organ1zat1on hire or use third parties


contribut1ons7

33

to be used
30a

No

policy that requires


or related

the review of any non-standard

organ1zat1ons to sol1c1t, process,

contribut1ons7

31

No

32a

No

or sell non-cash

1n Part II

If the organ1zat1on did not report revenues


describe

and which 1s not required

No

that 1t

1n Part II

Does the organ1zat1on have a gift acceptance

describe

1n Part I, lines 1-28

period7

31

b If"Yes,"

reported

1n column

(c) for a type of property

for which column

(a) 1s checked,

1n Part II

For Privacy Act and Paperwork

Reduction

Act Notice, see the Instructions

for Form 990.

Cat No 51227J

Schedule

M (Form 990)

2011

Page 2

Schedule M (Form 990) 2011

M:itiiM

Supplemental
Information.
Complete this part to provide the information
32b, and 33. Also complete this part for any add1t1onal information.

Identifier

Return

Reference

required by Part I, lines 30b,

Explanation
Schedule

M (Form 990) 2011

efile

GRAPHIC

rint - DO NOT PROCESS

SCHEDULE O
(Form990 or 990-EZ)

As Filed Data -

DLN:93493164002002
OMB No 1545-0047

Supplemental Information to Form 990 or 990-EZ


Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
~ Attach to Form 990 or 990-EZ.

Department
of theTreasury
InternalRevenueService

Employer identification

Name of the organ1zat1on

2011
number

FreedomWorks Foundation Inc

52-1526916

Identifier

Changes 1nNet
Assets or Fund
Balances

Average Hours
Per Week on
Related
Organization

Return
Reference

Explanation

Form 990, Part


VI, Section B,
line 11

Form 990 1sprepared by independent CPA firm and draft copy 1sprovided to Foundation senior staff,
outside general counsel and all board members and audit committee for review All comments after
reviews are compiled and discussed w 1thCPA firm for ed1t1ngAfter edits are made, final version of form
990 1sprovided to the A"es1dentand Treasurer for final review, signature and f1l1ng

Form 990, Part


VI, Section B,
line 12c

Governance and Ethics Policy 1ssigned annually by the Board of Directors and employees Board of
directors and employees shall disclose annually to the Secretary any direct conflict between their own
1nd1v1dual
interests and those of FreedomWorks Foundation If such conflict does exist, director or
employee shall provide the Secretary written notice of such relat1onsh1pand shall refrain from attempting
to exert any influence on FreedomWorks Foundation until the matter has been reviewed and resolved

Form 990, Part


VI, Section B,
line 15

The process includes completion of an independent compensation study based on a comp1lat1onof


compet1t1vedata representing similar organizations This 1nformat1on1sthen presented to the
compensation committee at a semi-annual Board meeting to discuss and vote on This process includes
compensation for the CEO and Chairman The process for determining compensation of other officers or
key employees of the organization 1sdetermined by the A"es1dent

Form 990, Part


VI, Section C,
line 18

FreedomWorks Foundation makes its Form 1023 available upon request FreedomWorks Foundation
makes available a public disclosure copy of its Federal Form 990 upon request and 1savailable on
Gu1destar

Form 990, Part


VI, Section C,
line 19

FreedomWorks Foundation makes its governing documents, certain pol1c1es(1nclud1ngconflict of interest


policy) and f1nanc1alstatements available upon request based on d1scret1onof management

Form 990, Part


XI, line 5

Net unrealized losses on investments -424, 726

Form 990, Part


XII, Line 2C

FreedomWorks Foundation has an audit commmittee that assumes respons1b1l1tyfor oversight of the audit
of its f1nanc1alstatements and selection of an independent accountant

Form 990, Part


VII, Section A,
Column B

Hon Richard K Armey, Chairman, 20 hours per week Matt Kibbe, A"es1dent& CEO, 18 hours per week
Jud 1thMulcahy, VP of Operations/Treasurer, 20 hours per week Wayne Brough, VP of
Research/Secretary, 5 hours per week Mary Byrne, VP of Membersh1p/Market1ng,19 hours per week
Max Pappas, VP of Public Policy, 21 hours per week Richard Walker, VP Pol1t1cal& Grassroots
Campaigns, 30 hours per week Dean Clancy, VP of Healthcare Policy and Leg1slat1veCouncil, 13 hours
per week Adam Brandon, VP of Communications, 27 hours per week Charles Page, Southeast Regional
Director, 17 hours per week

efile

GRAPHIC

rint - DO NOT PROCESS

SCHEDULER
(Form 990)

As Filed

DLN:93493164002002

Data -

OMB

Related Organizations and Unrelated Partnerships


~

Complete

No

1545-0047

2011

if the organization
answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
~ Attach
to Form 990.
~ See separate
instructions.

Open to Public
Inspection

Department
of theTreasury
InternalRevenueService

Name of the organization

Employer

identification

number

FreedomWorks Foundation Inc


52-1526916

M:ifil

Identification

of Disregarded

Entities

(Complete

(b)
Primary act1v1ty

(a)
Name, address, and EIN of disregarded entity

.
iBi

..

Ident1f1cat1on
of Related
or more related tax-exempt

Tax-Exempt
organizations

1f the organ1zat1on answered "Yes" on Form 990, Part IV, line 33.)

Organizations
(Complete
during the tax year.)

(a)
Name, address, and EIN of related organization

(b)
Primary act1v1ty

(c)
Legal dom1c1le (state
or foreign country)

1f the organization

(c)
Legal dom1c1le (state
or fore1g n country)

(d)
Total income

answered

(e)
End-of-year

..Yes ..on

(d)
Exempt Code section

assets

(f)
Direct controlling
entity

Form 990, Part IV, line 34 because 1t had one

(e)
Public charity status
(1f section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512( b )( 13)
controlled
organization
Yes

No

(1) FreedomWorks Inc


Recruits, educates, trams
and mobilizes grassroots
act1v1ststo advance the

400 North Capitol Street NW 765


Washington,
52-1349353

DC 20001

For Privacy Act and Paperwork

Reduction

Act Notice, see the Instructions

for Form 990.

DC

Cat

501(c)(4)

No

50135Y

N/A

No

Schedule R (Form 990) 2011

Sch e du Ie R (Form

i:ifilhi

9 9 O ) 2 O 11

Page

Identification
of Related Organizations
Taxable as a Partnership
(Complete 1f the organization
because 1t had one or more related organizations treated as a partnership during the tax year.)

(a)
Name, address, and EIN
of
related organization

(b)
Primary act1v1ty

(c)
Legal
dom1c1le
(state or
foreign
country)

(d)
Direct controlling
entity

(e)
Predominant income
(related, unrelated,
excluded from tax
under sections 512514)

(f)
Sha re of tota I
income

(g)
Share of end-ofyear
assets

answered "Yes" on Form 990, Part IV, line 34


(h)
(i)
Code V-UBI
D1sproprt1onate
allocations?
amount in box 20 of
Schedule K-1
(Form 1065)

Yes

l:ifii(+j

(j)
General or
managing
partner?

Yes

No

(k)
Percentage
ownership

No

Identification
of Related Organizations
Taxable as a Corporation
or Trust (Complete 1f the organ1zat1on answered "Yes" on Form 990, Part IV,
line 34 because 1t had one or more related organizations treated as a corporation or trust during the tax year.)

(a)
Name, address, and EIN of related organ1zat1on

(b)
Primary act1v1ty

(c)
Legal dom1c1le
(state or
foreign
country)

(d)
Direct controlling
entity

(e)
Type of entity
( C corp, S corp,
or trust)

(f)
Sha re of tota I
income

(g)
Share of
end-of-year
assets

Schedule

(h)
Percentage
ownership

R (Form 990) 2011

Sch e du Ie R (Form 9 9 O ) 2 O 11

:ifil*M

Transactions

Note. Complete

With Related

line 1 1f any entity

Organizations

(Complete

of (i) interest

Receipt

Gift, grant, or capital

(ii) annu1t1es (iii) royalties


contribution

to related

Gift, grant, or capital

Loans or loan guarantees

to or for related

Loans or loan guarantees

by related

Sale of assets

contribution

to related

Yes
transactions

(iv) rent from a controlled

with one or more related

organ1zat1ons

listed

from related

No

1n Parts II-IV7

entity

organ1zat1on(s)
organ1zat1on(s)

organ1zat1on(s)

organ1zat1on(s)

organ1zat1on(s)

la

No

lb

No

le

No

ld

No

le

No

lf

No
No

Purchase

of assets

from related

organ1zat1on(s)

lg

Exchange

of assets

with related

organ1zat1on(s)

lh

No

li

No

lj

No

lk

No

Lease offac1l1t1es,

equipment,

or other assets

to related

Lease offac1l1t1es, equipment,

or other assets

from related

Performance

Performance

of services
of services

or membership
or membership

m Sharing offac1l1t1es, equipment,


n

Sharing

Reimbursement

of paid employees

paid by related

Other transfer

of cash or property

Other transfer

of cash or property

11

Yes
Yes

ln

Yes

for expenses

lo

Yes

for expenses

lp

Yes

organ1zat1on(s)

lq

No

lr

No

or other assets

organ1zat1on(s)

to related

from related

(3) FreedomWorks Inc


(4) FreedomWorks Inc
(5) FreedomWorks Inc

organ1zat1on(s)

organ1zat1on(s)

see the 1nstruct1ons

(a)
Name of other organization

(2) FreedomWorks Inc

with related

organ1zat1on(s)

organ1zat1on(s)

If the answer to any of the above 1s "Yes,"

(1) FreedomWorks Inc

organ1zat1on(s)

lm

organ1zat1on(s)

Reimbursement

organ1zat1on(s)

or fundra1s1ng sol1c1tat1ons by related

with related

paid to related

organ1zat1on(s)

or fundra1s1ng sol1c1tat1ons for related

ma1l1ng lists,

1f the organ1zat1on answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

1n Parts II, III or IV

1s listed

1 During the tax year, did the orgran1zat1on engage 1n any of the following
a

Page

for 1nformat1on on who must complete

this line, 1nclud1ng covered


(b)
Transaction
type(a-r)

relat1onsh1ps

and transaction

(c)
Amount involved

thresholds
(d)
Method of determining
involved

amount

340,257

1,921,007

Allocated based on employee time

4,586,000

Tracked d 1rectly

743,995

Tracked d 1rectly

200,000

Tracked d 1rectly

Allocated based on space used

(6)

Schedule R (Form 990) 2011

Sch e du Ie R (Form

i:ifil'1i

9 9 O ) 2 O 11

Unrelated

Page

Organizations

Taxable

as a Partnership

P rov1de the following


1nformat1on
for each entity taxed as a partnership
revenue)
that was not a related
organ1zat1on
See 1nstruct1ons
regarding
(a)
Name, address, and EIN of
entity

(b)
Primary act1v1ty

(Complete

1f the organization

answered "Yes" on Form 990, Part IV, line 37.)

through
which the organ1zat1on
conducted
more
exclusion
for certain
investment
partnerships

(c)
(d)
Legal dom1c1le
Predominant
(state or
mcome(related,
foreign
unrelated,
country)
excluded from
tax under
sections 512514)

(e)
Are all
partners
section
501(c)(3)
orgarnzat1ons7

Yes

No

(f)
Share of
tota I income

than

(g)
Share of
end-of-year
assets

five

percent

of its act1v1t1es

(h)
D1sproprt1onate allocat1ons7

Yes

No

(measured

by total

(i)
Code V-UBI
amount in box
20 of Schedule K-1
(Form 1065)

assets

or gross

(j)
General or
managing
partner?

Yes

(k)
Percentage
ownership

No

Schedule R (Form 990) 2011

Sch e du Ie R (Form 9 9 O ) 2 O 11

l:ifilf,11

Supplemental
Complete

Identifier

Page

this part to provide

add1t1onal 1nformat1on for responses

Return
Reference
Schedule
Part II

R,

Information
to questions

on Schedule

R (see 1nstruct1ons)

Explanation
(a) Freedomworks,

Inc

(b) Recruits,

educates,

trains

and mob1l1zes grassroots

act1v1sts to advance

the ideas of lower taxes,

less government

and more freedom

Schedule R (Form 990) 2011

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