Forn~

Return of Organization

990

DAddress
change

oName

change
01mt1al
return

OTermin-

at1on

Please
use IRS
label or
print or
type
See
Specific
lnstruct1ons

oAmended
return
OApphcat1on
pending

C Nameof organization

D Employeridentificationnumber

FreedomWorks

Foundation.

Inc.

601 Pennsvlvania

Avenue.

52-1526916

Lj,

Numberand street(or P.O box 11ma1l1snot deliveredto streetaddress)

Room/suite E Telephonenumber

NW. N. Buildin

700

202-783-3870
F Accounbno
method D

Cityor town, stateor country,and ZIP + 4

Washinaton

Opento Public
Inspection

and ending

A For the 2007 calendaryear, or tax year beginning

Check 11
applicable

2007

Undersection 501(c), 527, or 4947(a)(1)of the Internal RevenueCode(exceptblack lung

benefit tn;st Oi piiwatefoiHidation)
~ The organizationmay haveto usea copy of this returnto satisfystatereportingrequirements.

Department of the Treasury

Internal Revenue Service

OMB No 1545-0047

Exempt From Income Tax

DC

oother

20004

fsoec1fy)

Cash

[xJ

Accrual

....

Section 501(c)(3)organizationsand 4947(a)(1)nonexemptcharitabletrusts

must attach a completedScheduleA (Form 990 or 990EZ)

Hand I are not applicable to section 527 organizations.

H(a) Is this a group return for affiliates? Dves
00No
G Website:
f reedomworks.
ora
H(b) If "Yes; enternumberof affiliates~
NLA
onlyone)~ [xJ 501(c) ( 3
J Organizationtype (check
) ..... (insert no l
4947(a)(1)or D
527 H(c) Are all affiliatesincluded? N/A Dves
0No
(If 'No,' attacha list )
K Checkhere ~
11the orgamzat,on,snot a 509(a)(3)supportingorganizationand ,ts gross
H(d) Is this a separatereturn flied by an orgamzat1on
coveredbv a group ruling? Dves
receiptsare normallynot morethan $25,000.A return 1snot required,but 11the organization
CxJNo
choosesto Ille a return,be sure to Ille a completereturn.
Grouo
Exemot1on
Number..._
I
NIA

..._WWW.
D

eo

:s

4 201 451.

Grossreceipts:Add Imes6b, Bb,9b, and 10bto lme 12~

Check~ D
11the organization1snot requiredto attach
Sch. B (Form990, 990-EZ,or 990-PF).

''f Part 11 Revenue, Expenses, and Changes in Net Assets or Fund Balances

:z:

::J

"""')

llli

00

3
4

5
6

6b
b Less:rentalexpenses
c Netrentalincomeor (loss). Subtractline 6b from lme6a
Otherinvestmentincome(describe~
7
IA\ Securities
8 a Grossamountfrom salesof assetsother
Ba
than inventory
Sb
b Less:cost or other basisand salesexpenses
Sc
c Gamor (loss) (attachschedule)
d Netgamor (loss). Combineline Be,columns(A) and (B)
Specialeventsand act1v1t1es
(attachschedule).II any amount1sfrom gaming,checkhere ~
9
revenue
(nolmcludlno
$
ofcontrlbubons
reponed
onlinelb)
9a
a Gross
9b
b Less:directexpensesotherthan fundraismgexpenses
c Netincomeor (loss) from specialevents Subtractline 9b from line 9a

Cl)

:::,

c:
Cl)
>
Cl)

cc

VI
Cl)

VI

c:

Cl)

c.
)(

VI

~ti

z::!
<

amountsreceived:
Contnbut,ons,gifts, grants,and s1m1lar
a Contributionsto donoradvisedfunds
1a
Direct
public
support
(not
included
on
lme
la)
1b
b
Indirect
public
support
(not
included
on
lme
1a)
1c
c
1d
d Governmentcontributions(grants)(not includedon lme 1a)
noncash$
e Total (add Imes1athrough 1d) (cash$
4,010,100.
Programservicerevenuemcludmggovernmentlees and contracts(from PartVII, line 93)
Membershipduesand assessments
Intereston savingsand temporarycashinvestments
D1v1dends
and interestfrom securities
1 ] 68 ]
Gross
rents
a
See Statement

10 a
b
c
11
12
13
14
15
16
17
18
19
20
21

723001
12-27-07

4.010

MAYI 5 2008

Netassetsor fund balancesat beginningof year(from lme73, column(A))

Otherchangesm net assetsor fund balances(attachexplanation)
Netassetsor fund balancesat end of year.CombineImes18, 19,and 20

LHA

9c

FWFoundation

2007.05010

10c
11
12
13
14
15
16
17

Statement

For PrivacyAct and PaperworkReductionAct Notice,see the separateinstructions.

739466

96.228.

8d

Ii

See

Be
7

94.623.

~t

4 010,100.

IBl Other

Grosssalesof inventory,lessreturnsand allowances

1oa
Less:cost of goodssold
10b
Grossprofit or (loss) from salesof inventory(attachschedule).Subtractline 10bfrom lme 10a
Otherrevenue(from PartVII, lme 103)
Total revenue.Add lines 1e 2 3 4 5 6c 7 Bd cc 10c .mll!:tlr
g::
,
- 1\/1=
Programservices(from line 44, column (B))
Managementand general(from lme44, column (C
Fundra,smg(from line 44, column(D))
Paymentsto affiliates(attachschedule)
rv".'nr::111.1
1 lT
Total exoenses.Add Imes16 and 44 column IA\
Excessor (def1c1t)
for the year.Subtractline 17 fro"' r,na 1>Y - - - ,

__

1e
2
3
4
5

96 228.

12160424

100.

FreedomWorks

18
19
20
21

() t, - (4
Foundation,

500.
4 201 451.
1 767 346.
658 799.
756 451.
3 182 596.
1 018 855.
1. 500 023.
<11.166. >
2.507 712.
Form990 (2007)

In FWFOUNDl

l _)

..

FreedomWorks

Form 990 2007

Part II

Statement of
Functional Expenses

Do not include amounts reported on /me

6b, Bb, 9b, 10b, or 16 of Part I.

0 noncash

52-1526916

e2

Pa

(C) Management
and general

(D) Fundra1smg

o.

II this amount includes foreign grants, check here .....

(B) Program
services

(A) Total

22a Grants paid from donor advised funds

(attach schedule)
(cash $

Inc.

Foundation

All organizationsmust completecolumn(A). Columns(B), (C), and (D) are requiredfor section501(c)(3)
and (4) organizationsand section49471aH1lnonexemptcharitabletrusts but optionalfor others.

22a

22b Other grants and allocations (attach schedule]

0 noncash

(cash $

If this amount includes foreign grants, check here .....

o.

(attach
23 Spec1f1cassistance to 1nd1v1duals
schedule)
24 Benefits paid to or for members (attach
schedule)
25a Compensationof currentofficers,directors,key
employees,etc. listed 1nPartV-A

22b
23
24

25a
b Compensationof former officers,directors,key
employees,etc. listedm PartV-B
25b
c Compensationand other d1stribut1ons,
not included
above,to d1squal1f1ed
persons(as definedunder
section4958(1)(1))and personsdescribedm
section4958(c)(3)(B)
25c
26 Salaries and wages of employees not
included on lines 25a, b, and c
26
27 Pension plan contributions not included on
lines 25a, b, and c
27
28 Employee benefits not included on lines
29
30
31
32
33
34
35
36
37

25a 27
Payroll taxes
Professional fundra1s1ngfees
Accounting fees
Legal fees
Supplies
Telephone
Postage and sh1pp1ng
Occupancy
Equipment rental and maintenance
Printing and publications

28
29
30
31
32
33
34
35
36
37

38
38
39
39 Travel
40
40 Conferences, conventions, and meetings
41
41 Interest
42 Deprec1at1on,depletion, etc (attachschedule) 42
43 Other expenses not covered above (1tem1ze)
43a
a
43b
b
43c
c
43d
d
43e
e
43f
f

677 812.

111. 185.

394.135.

0.

o.

0.

688 286.

432

161

052.

0.

821.

94.413.

12 710.

10 196.

1.122.

64 507.
65 338.

44 201.
39 023.

9.076.
12.466.

11. 230.
13.849.

999.
582.
734.
236.
417.
353.
120.
893.
161.
414.

125 957.
4 564.
29 078.
2 390.
227 227.
16,818.
3 571.
181. 554.
47 667.

73 999.
20.625.
7 785.
14.631.
3 104.
100.851.
7. 491.
1.027.
25.660.
16.156.

385.
7.527.
7.923.
78.275.
5.811.
21. 295.
37.947.
24.591.

26 791.

14 965.

73
146
12
51
13
406
30
25
245
88

g See Statement
193 948.
3
43a
553 243.
44 Total functional expenses.Add Imes22a through
completingcolumns (B)-(D),
43g. (Orgamzat1ons
carry thesetotalsto Imes13-15)
44
3.182 596.
1. 767 346.
Joint Costs. Check .....
If you are following SOP 98-2
sol1c1tat1on
reportedm (B) Programservices?
Are any joint costs from a combinededucationalcampaignand fundra1smg

If "Yes,'enter(i) the aggregateamountof theseJomtcosts$

(iiil the amountallocatedto Managementand general$

172.492.

N /A
N /A

1.392.

6.657.

5,169.

85.143.

274.152.

658.799.

756.451.

; and (ivl the amountallocatedto Fundra1smg

$

~~~fn1

..,..

; (ii) the amountallocatedto Programservices$ __

Yes

[xJ

No

-=N'-'/~A~-N /A
Form990 (2007)

12160424

739466

FWFoundation

2007.05010

FreedomWorks

Foundation,

In FWFOUNDl

..

.,
FreedomWorks

Form990 2007

Part Ill
'

Statement

Foundation

of Program Service Accomplishments

Inc.

52-1526916

Pa

e3

(See the instructions)

Form 990 ,s available for public 1nspect1onand, for some people, serves as the primary or sole source of 1nformat1onabout a particular organization.
How the pubhc perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the
return ,s complete and accurate and fully describes, ,n Part Ill, the organization's programs and accomplishments.
What 1sthe organization's primary exempt purpose? ~

See

Statement

Program Service
Expenses
(Requiredfor 501(c)(3)
and (4) orgs. and
4947(a)(1)trusts; but
optionalfor others.)

All organizations must describe their exempt purpose achievements 1na clear and concise manner State the number of
chents served, pubhcat1ons issued, etc. Discuss achievements that are not measurable. (Section 501(c)(3) and (4)
organizations and 494 7(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others )

a Federal
reformina
taxation.
reform

on
Camoaians:
Research
& education
and State
Federal
and state
oolicies
in areas
such as
soendina
oolicv
litiaation
social
securitv.
choice
mission-related
issues.
school
and other

(Grants and allocations

Public
Affairs:
Research
Federal
reaulations
will
disseminatina
information
education.
and on-line
(Grants and allocations

I If this amount includes fore1an arants check here

1 043 164.

453.486.

270.696.

on how reducina
and education
imorove
the economv bv
broadcast
media.
throuah
orint.

If this amount includes fore1an arants check here

aimed at oromotina
c Other Core Proarams:
Various
oroarams
throuah
education
consumer-focused
economic
oolicies
and
economic
research
in both domestic
and international
markets.
)

If this amount includes fore1an arants check here

LJ

(Grants and allocatmns

$
Other program services (attach schedule)

If this amount includes fore1an arants check here

(Grants and allocations

I If this amount includes fore1an orants check here

(Grants and allocations

1,767.346.

f Total of Program Service Expenses (should equal hne 44, column (B). Program services)

Form990 (2007)

723021
12-27-07

12160424

739466

FWFoundation

2007.05010

FreedomWorks

Foundation,

In FWFOUNDl

..
Form 990 (2007)

I Part

IV I Balance Sheets

Inc.

Foundation.

FreedomWorks

52-1526916

Note: VV'herereqwred, arracnea scneau1es ana amounts w1tnm tne aescnpt1on column
should be for end-of-year amounts only.

45

Cash non-interest-bearing

46

Savings and temporary cash investments

(A)

(B)

Begmnmg of year

End of year

71 890.
191 773.

47 a Accounts receivable

45
46

830 784.
176.

47a

b Less allowance for doubtful accounts

47c

47b

48 a Pledges receivable

43.650.

48a

b Less. allowance for doubtful accounts

49

PaQe4

(See the mstruct,ons)

49.650.

48b

48c

43 650.

49

Grants receivable

50 a Receivables from current and former officers, directors, trustees, and

50a

key employees

b Receivables from other d1squallf1ed persons (as defined under section

4958(f}(1}) and persons descnbed 1nsection 4958(c}(3 (B}

Ill

GI
Ill
Ill

<(

51b

b Less: allowance for doubtful accounts

Inventories for sale or use

53

Prepaid expenses and deferred charges

b Investments

55 a Investments

publicly-traded

securities

Stmt

Investments

Cost

[xJ

DFMV

basis

59

Total assets (must eaual line 741 Add lines 45 throuah 58

60

Accounts payable and accrued expenses

61

Grants payable

61

62

Deferred revenue

62

63

Loans from officers, directors, trustees, and key employees

c
co
iv

Ill

"'C

:::i

196.
177.
147.

Other hab1ht1es
(describe ....

66

Total liabilities.

58
59
60

63

Due to

64b

related

entity

Add Imes 60 throuah 65

that follow SFAS 117, check here ....

[xJ

908 007.

65

181 726.

908 154.

66

231 801.

<320 202.
1.820.225.

1>67

872 184.
1 635 528.

and complete lines

67 through 69 and lines 73 and 74.

67

Unrestricted

68

Temporanly restricted

69

Permanently restricted

Organizations

68
69

that do not follow SFAS 117, check here .... Dand

complete lines 70 through 74

70

Ill

70

Capital stock, trust principal, or current funds

GI

71

Pa1d1nor capital surplus, or land, building, and equipment fund

71

<(

72

Retained earnings, endowment,

72

GI

73

Total net assets or fund balances Add Imes 67 through 69 or Imes 70 through 72.

74

(Column (A) must equal lme 19 and column (B) must equal lme 21)
Total liabilities and net assets/fund balances. Add Imes 66 and 73

Ill
Ill

2.739 513.
50 075.

64a

b Mortgages and other notes payable

LL.

...
0

2-408

64 a Tax-exempt bond llablltt1es

65

1 591 879.

57c

57b

Other assets, mcludmg program-related investments

Ill

GI

56

1 57a 1

58

Organizations

5 818.
267 206.

55c

1 770.576.

(describe ....

~
:s
co
:J

54a
54b

55b

se e s tate.ment

other

b Less. accumulated deprec1at1on

GI

FMV

53

55a

57 a Land, buildings, and equipment

Ill

115 616.
208.476.

land, buildings, and

b Less accumulated deprec1at1on

56

.,.. D

.,.. Deas!

other secunt1es
basis

equipment

51c
52

52

54 a Investments

50b

I 51a

51 a Other notes and loans receivable

accumulated

income, or other funds

1 500.023.
2 408.177.

73
74

2 507 712.
2 739 513.
Form 990 (2007}

723031
12-27-07

12160424

739466

FWFoundation

2007.05010

FreedomWorks

Foundation,

In FWFOUNDl

Formsso

FreedomWorks

2007)

Part IV-A

Reconciliation

Foundation

Inc.

52-1526916

of Revenue per Audited Financial Statements With Revenue per Return

Pa e5

(See the

mstn_J(:t,ons)

Total revenue, gains, and other support per audited financial statements

b Amounts included on hne a but not on Part I, hne 12.

1 Net unrealized gains on investments
2 Donated services and use of fac1llt1es
3 Recoveries of pnor year grants
4 Other (specify):
See Statement
7

b1
b2
b3
b4

<11 166. >

Add lines b1 through b4

Subtract hne b from line a

d Amounts included on Part I, hne 12, but not on line a:

1 Investment expenses not included on Part I, line 6b
2 Other (specify)

d2

Total revenue IPart I hne 12\. Add Imes c and d

Total expenses and losses per audited f1nanc1al statements

b
1
2
3
4

Amounts included on hne a but not on Part I, line 17.

Reconciliation

.... e

4 201 451.

3 182 596.

of Expenses per Audited Financial Statements With Expenses per Return

b1
b2
b3
b4

Donated services and use of fac1llt1es

Pnor year adJustments reported on Part I, line 20
Losses reported on Part I, line 20
Other (specify).
Add hnes b 1 through b4

Subtract hne b from line a

d Amounts included on Part I, hne 17, but not on hne a:

1 Investment expenses not included on Part I, line 6b
2 Other (specify)

d2

0.

3,182,596.

~
e
Current Officers, Directors, Trustees, and Key Employees (LJst each person who was an officer, director, trustee,
or key employee at any time dunng the year even 1fthey were not compensated ) (See the mstruct,ons.)
to
(E) Expense
(B) Title and average hours (C) Compensation (Dfucontribut,ons
ployeebenefit
account and
(A) Nameand address
per week devoted to
(If not paid, enter eplans
& deferred
position
-0-.)
compensation plans other allowances

Total exoenses (Part I hne 17\. Add lines c and d

I Part V-A I

0.
3,182,596.

Id1 I

Add lines d1 and d2

e

o.

IV-B

<11 166. >

4 201 451.

Id1 I

Add lines d1 and d2

I Part

4 190 285.

Matt Kibbe ________________________

601 Pennsylvania
Ave.L_NWL 700_North
DC 20004
Washinaton
Jugy Mulcahy ______________________
601 Pennsylvania
Ave. L-NW L 700_ North
Washinaton,
DC 20004
Jaci
Brown ________________________
601 Pennsylvania
Ave. L _NWL 7 0 O_North
Washinaton
DC 20004
Honorable_Richard
K._Arm~--------601 Pennsylvania
Ave.L_NWL 700_North
Washinaton.
DC 20004
Ted Abram-----------------------Ave.L_NWL 700_North
601 Pennsylvania
Washinaton
DC 20004
Frank M._Sands ____________________
601 Pennsylvania
Ave. L _NWL 700_ North
Washinaton
DC 20004
Malcolm s._Forbes
_________________
601 Pennsylvania
Ave.L_NWL 700_North
Washinaton
DC 20004

!President
Vice

23.00
Presiden

23.00
Wice Presiden
23.00
Chairman
32.00
Board Member

2 861.

169 593. 11.725.

t/Treasu:r
er

0.

83 552.
9 215.
t/Secreta
~y
72 489.
320 000.

o.

8.377.

o.

o.

1.00
Member

o.

0.

o.

aoard

1. 00
Member

0.

0.

0.

Board

1.00

o.

o.

0.

----------------------------------------------------------------Form 990 (2007)

723041

12-27-07

12160424

739466

FWFoundation

2007.05010

5
FreedomWorks

Foundation,

In FWFOUNDl

FreedomWorks

Form 990 (2007)

I Part

V-A

Inc.

Foundation

Current Officers, Directors, Trustees, and Key Employees

52-1526916
(continued)

Page 6
Yes No

75 II Enter tl,e total numbei of officeis, diiectors, and tn..:stees permitted to vote on orga"'!!zat!on business at board

meetings

Are any officers, directors, trustees, or key employees listed 1nForm 990, Part V-A, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed 1nSchedule A,
Part II-A or 11-B,related to each other through family or business relat1onsh1ps? If "Yes," attach a statement that 1dentlf1es
the 1nd1v1dualsand explains the relat1onsh1p(s)

75b

c Do any officers, directors, trustees, or key employees listed 1nForm 990, Part V-A, or highest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A,
Part II-A or 11-B,receive compensation from any other organizations, whether tax exempt or taxable, that are related to the
organization? See the 1nstruct1ons for the definition of "related organization "
See Statement

75c

If "Yes," attach a statement that includes the information descnbed 1nthe 1nstruct1ons

d Does the oroanizat1on have a wrrtten conflict of interest policv?

75d x
V-B I Form~r Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during

I Part

the year, list that person below and enter the amount of compensation or other benefits 1nthe appropriate column Seethe instructions )
(C) Compensation (D} Contributions to (E) Expense
employee benefit
(B) Loans and Advances
(A) Nameand address
(11not paid,
accountand
plans & deferred
enter -0-)
comoensat1on clans other allowances
None

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

-----------------------------------------------------------------------------------------------------------------------------------------------------------------

I Part
76

VI

Other Information

Yes No

(See the mstruct,ons)

Did the organization make a change 1nits act1v1t1esor methods of conducting act1v1t1es?If "Yes," attach a detailed
statement of each change

76

77

Were any changes made 1nthe organizing or governing documents but not reported to the IRS?

77

78 a
b
79
80 a

Did the organization have unrelated business gross income of $1,000 or more dunng the year covered by this return?

x
x

If "Yes," attach a conformed copy of the changes

N/A

If "Yes," has 1tfiled a tax return on Form 990-T for this year?

Was there a hquidat1on, d1ssolut1on,termination, or substantial contraction during the year? If "Yes," attach a statement

78a
78b
79

Is the organization related (other than by assoc1at1onwith a statewide or nat1onw1deorganization) through common

80a

membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?

b If "Yes," enter the name of the organization~

FreedomWorks,

Inc.
and check whether 1t1s [x] exemptor

81 a Enter direct and indirect polrt1cal expendrtures (See hne 81 1nstruct1ons.)

b Did the oraanizat1on file Form 1120-POL for this vear?

I 81a I

nonexempt

o.
81b
Form 990

x
(2007)

723161/12-27-07

12160424

739466

FWFoundation

2007.05010

FreedomWorks

Foundation,

In FWFOUNDl

FreedomWorks

Form990(2007l

I Part

VI

Other Information

Foundation

Inc.

5 2 -15 2 6 916

Page

Yes

(continued)

No

62 a Did u-1eorgan,zat,on receive donated services or t!'>euse of m:;it.,.n:;ils.equipment. or fac1ht1esat no charge or at substantially
less than fair rental value?

83 a
b
84 a
b

I 82b I

N/A

Did the organization comply with the public 1nspect1on requirements for returns and exemption applications?

83a

N/ A
N/ A

Did the organization comply with the disclosure requirements relating to qu,d pro quo contributions?
Did the organization solicit any contributions

or gifts that were not tax deductible?

If "Yes," did the organization include with every sohc1tat1onan express statement that such contributions
Were substantially all dues nondeductible

83b

84a

or gifts were not

N/ A
N/ A
N/ A

tax deductible?

85 a 501(c)(4), (S), or (6)

82a

b If "Yes," you may 1nd1catethe value of these items here Do not include this
amount as revenue in Part I or as an expense in Part II
(See 1nstruct1ons 1n Part 111.)

by members?

b Did the organization make only in-house lobbying expenditures of $2,000 or less?

84b

85a
85b

If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year

85c

Dues, assessments, and s1m1laramounts from members

d Section 162(e) lobbying and political expenditures

85d

Aggregate nondeductible

85e

Taxable amount of lobbying and pol1t1calexpenditures (line 85d less 85e)

amount of section 6033(e)(1 )(A) dues notices

85f

g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?

NIA
N/A
NIA
N/A
N/A

85a

N/A

85h

h If section 6033(e)(1 )(A) dues notices were sent, does the organization agree to add the amount on line 85f
to its reasonable estimate of dues allocable to nondeductible

lobbying and political expenditures for the

following tax year?

86

501(c)(7) organizations Enter. a lnit1at1onfees and capital contributions included on

line 12

87a

NIA
N/A
N/A

87b

N/A

86a

b Gross receipts, included on line 12, for public use of club fac11it1es
87 501(c)(12) organizations. Enter. a Gross income from members or shareholders
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them )

86b

88 a At any time during the year, did the organization own a 50"/o or greater interest in a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?

88a

.... 88b

If "Yes," complete Part IX

b At any time during the year, did the organization, directly or 1nd1rectly, own a controlled entity within the meaning of
section 512(b)(13)? If "Yes," complete Part XI

89 a 501(c)(3) organizations Enter: Amount of tax imposed on the organization during the year under:
section4911....
0 ; section4912....
0 ; sec!lon4955 ....________
b 501(c)(3) and 501(c)(4) organizations. Did the organization engage 1nany section 4958 excess benefit

o.=....a...

transaction dunng the year or did 1tbecome aware of an excess benefit transaction from a prior year?

89b

If "Yes," attach a statement explaining each transaction

Enter Amount of tax imposed on the organization managers or disqualified persons dunng the year under
sections 4912, 4955, and 4958

d Enter Amount of tax on line 89c, above, reimbursed by the organization

....

----------'o~.

....

---------=O:.....=....

All organizations At any time during the tax year, was the organization a party to a proh1b1ted tax shelter transaction?

89e

Al/ organizations Did the organization acquire a direct or 1nd1rectinterest 1nany applicable insurance contract?

89f

x
x

89a

g For supporting organizations and sponsonng organizations maintaining donor advised funds. Did the supporting organization,
or a fund ma1nta1ned by a sponsonng organization, have excess business holdings at any time during the year?

90 a List the states with which a copy of this return 1sfiled ""'--~S~e_e_=S_t~a_t_e_m_e_n_t~~9~-----~-~---------b Number of employees employed 1nthe pay period that includes March 12, 2007
90b
91 a Thebooksaremcareof .... The Organization
Telephoneno..... 202-783-3870
Locatedat..,. Oraanization's
address,
Washinaton,
DC
ZIP+4..,.20004
Yes
b At any time dunng the calendar year, did the organization have an interest 1nor a signature or other authority over
a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
91b

! !

If "Yes," enter the name of the foreign country

....

0
No

NIA

See the 1nstruct1ons for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank
and F1nanc1alAccounts
Form 990 (2007)

723162112-27-07

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2007.05010

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FreedomWorks

Foundation,

In

FWFOUNDl

FreedomWorks

Form 990 2001

Part VI

Other Information

Foundation

Inc.

52-1526916

(continued)

c At any time during the calendar year, did the orgaruzat,on ma,nta,n an office outside of the Uruted States?

If "Yes," enter the name of the foreign country ... ----~N~=A~------------------92 Section 4947(a)(1) nonexempt chantable trusts ft/mg Form 990 m lteu of Form 1041- Check here
and enter the amount of tax-exempt interest received or accrued dunno the tax vear
Part VII I Analysis of Income-Producing Activities (See the mstroct1ons J
Excluded by
Unrelatedbusinessincome
Note: Enter gross amounts unless otherwise
(A)
(C)
(B)
indicated.
ExcluBusiness
Amount
SI On
code
93 Program service revenue
code

I 9ic I

I 92 I

NIA

section 512, 513, or 514

...o

(E)
Relatedor exempt
function income

(D)
Amount

a
b

c
d
e
f Med1care/Med1ca1dpayments
g Fees and contracts from government agencies
94 Membership dues and assessments
95 Intereston savingsand temporarycash investments
96 D1v1dendsand interest from securrt1es
97 Net rental income or (loss) from real estate
a debt-financed property
b not debt-financed property
98 Net rental income or (loss) from personal property
99 Other investment income
100 Gain or (loss) from sales of assets
other than inventory
101 Net income or (loss) from special events
102 Gross profit or (loss) from sales of inventory
103 Other revenue

a Other

revenue

14

94 623.

16

96 228.

01

500.

c
d
e

0.

104 Subtotal (add columns (8), (D),and (E))

105 Total (add line 104, columns (8), (D),and (E))

o.

191. 351.
... ----=1

__
9-=1
....
, __
3__
5-=1~.

Note: Lme 105 plus /me 1e, Part I, should equal the amount on /me 12, Part I

I Part

VIII I Relationship of Activities to the Accomplishment

Line No.

I Part

IX

of Exempt Purposes

(See the mstroct1ons)

Explainhow eachact1v1ty
for which income1sreportedin column (E) of PartVII contributedimportantlyto the accomplishmentof the organization's
exemptpurposes(other than by providingfunds for such purposes).

Information

Regarding Taxable Subsidiaries and Disregarded Entities

(A)
Name,address,and EINof coiorat1on,
partnership,or d1sregarde entity

(B)
Percentageof
ownershipinterest

(C)
Natureof act1v1t1es

(See the mstroct1ons)

(D)
Total income

(E)
End-of-f!ear
asses

N/A

%
%
%

I Part

X I Information

Regarding Transfers Associated with Personal Benefit Contracts

(See the mstroct1ons J

(a) Did the organization,during the year,receiveany funds, directly or indirectly,to pay premiumson a personalbenefitcontract?

(b) Did the organization,during the year,pay premiums,directly or 1nd1rectly,

on a personalbenefitcontract?
Note: If 'Yes" to (b), file Form 8870 and Form 4720 (see mstroct1ons).

Dves
Dves

[xJ
[xJ

No
No

Form990 (2007)

723163
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2007.05010

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FreedomWorks

Foundation,

In

FWFOUNDl

Form990

FreedomWorks

2007

Part XI

Foundation

Inc.

52-1526916

Information
contro!l!ng

Regarding Transfers To and From Controlled Entities.

orgaruzat1on as defined!"? section 512(b)(13)

,t the

Complete only

Pa e9

orgamzat1on 1sa

Yes No
106

Did the reporting organization make any transfers to a controlled entrty as defined

in

section 512(b)(13) of the Code? If "Yes,"

comolete the schedule below for each controlled ent1tv.

(B)

(A)
Name, address, of each
controlled entity

Employer
Identification

Number

(C)

Description
transfer

(D)
Amount of
transfer

of

Totals

Yes No
107

Did the reporting organization receive any transfers from a controlled entrty as defined 1nsection 512(b)(13) of the Code? If "Yes,"
comolete the schedule below for each controlled entltv
(B)

(A)
Name, address, of each
controlled entity

Employer
Identification

Number

(C)

Description
transfer

(D)
Amount of
transfer

of

Totals

Yes No
108

Did the organization have a b1nd1ngwritten contract

in

effect on August 17, 2006, covering the interest, rents, royalties, and

annu1t1esdescribed 1nauest1on 107 above?

Under penalties of perJury, I declare that I ha~~.:~;,f,;h~~return,
and compl~;o1;~ased

Please
Sign
Here

~natp'l'..ol 0~1cer '

Ill...
,...

-~uJ;'-11<_

A,,
Iv{_

Typeor prmt nameand title

IAA /,

rtuq(ln

/fllo5?

1nclud1ngaccompanying schedules and statements, and to the best of my knowledge and belief, 1t1strue, correct,
on all 1nformat1onof Which preparer has any knowledge

_-,-11

QI

l y.lP._'1vY./Ar

Date

Preparer'sIll... ~
-----Io.a}!ll'>~oq f~1f_ckIf ..... D IPreparer's SSN or PTIN Gen Inst XJ
Ls~1~gn~a~tu~r!e_l"'~~--=::::~::::::::':~~~~;;;;~~====-~~~~_l~'7'?:._~
..;IV~~~v~Lle~m~p~lo~y~e~d~.,....~C:Jl~~~~~
Preparer's Firms name
(See

Paid

(or

UseOnly

yours if
sell-employed),
address, and
ZIP+ 4

Rogers
& Company PLLC
~8300
Boone Boulevard,
Suite
Vienna
Virainia
22182

EIN ....

600
Phoneno. .... (

70 3 ) 89 3- 03 00
Form990 (2007)

723164112-27-07

12160424

739466

FWFoundation

2007.05010

FreedomWorks

Foundation,

In FWFOUNDl

5 2 -15 2 6 916

Inc.

IPart Ill]
1

Statements About Activities (Seepage2 of the instructions.)

Page2

Yes No

Duringthe year,hasthe organizationattemptedto influencenational,state,or localleg1slat1on,

mcludmganyattemptto influence
matteror referendum?If 'Yes,'enterthetotalexpensespaidor incurred1nconnectionwith the
publicopinionon a leg1slat1ve
lobbyingact1v1t1es
.... $
$
(Must equalamountson lme38, PartVI-A,or
lmei of PartVl-8.)
Organ1zat1ons
that madean electionundersection501(h)by f1lmgForm5768 mustcompletePartVI-A. Otherorganizations
checking'Yes' must completePartVl-8 ANDattacha statementg1vmga detaileddescriptionof the lobbyingact1v1t1es.
Duringthe year,hasthe organization,eitherdirectlyor md1rectly,
engagedmany of the followingactswith any substantialcontributors,
with whichanysuch
trustees,directors,officers,creators,keyemployees,or membersof theirfamilies,or with anytaxableorganization
person1saff1hated
as an officer,director,trustee,maJontyowner,or pnnc1pal
benef1c1ary?
(If the answer to any question is 'Yes,"

attach a detailed statement explammg the transactions)

a Sale,exchange,or leasingof property?

b Lendingof moneyor otherextensionof credit?
c Furnishingof goods,services,or fac1hlles?
d Paymentof compensation(or paymentor reimbursementof expenses11morethan$1,000)?See Part
V-A~
e Transferof any part of its incomeor assets?
3 a Didthe organizationmakegrantsfor scholarships,fellowships,studentloans,etc.?(If 'Yes,'attachan explanationof how
qualifyto receivepayments.)
the organizationdeterminesthat rec1p1ents
b Didthe organizationhavea sectmn403(b)annuityplanfor its employees?
c Didthe organizationreceiveor holdan easementfor conservatmnpurposes,mcludmgeasementsto preserveopenspace,
the environment,h1stonclandareasor h1stoncstructures?If 'Yes,'attacha detailedstatement
d Didthe organizationprovidecreditcounseling,debtmanagement,
creditrepair,or debtnegot1at1on
services?
4 a Didthe organizationmamtamany donoradvisedfunds?If 'Yes,'completeImes4b through4g. If 'No,' completeImes41

Form 9 9 0

and 4g
b Didthe organizationmakeany taxabled1stnbut1ons
undersectmn4966?
c Didthe organizatmnmakea d1stnbut1on
to a donor,donoradvisor,or relatedperson?
d Enterthe total numberof donoradvisedfundsownedat theend of thetaxyear
e Enterthe aggregatevalueof assetsheldm all donoradvisedfundsownedat the endof thetax year
f Enterthe total numberof separatefundsor accountsownedat the endof the year(excludingdonoradvisedfundsincludedon
or investmentof amounts1nsuchfundsor accounts
lme4d) wheredonorshavethe rightto provideadviceon the d1stnbut1on

g Enterthe aggregatevalueof assetsmall fundsor accountsincludedon lme41at the endof the tax year

N/A
N/A

....

....

....
....

2a

2b

X
X

2c
2d

2e

3a
3b

x
x

3c
3d

x
x

4a
4b
4c

x
NLA
NLA
0.

o.

ScheduleA (Form990 or 990-EZ)2007

723111
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2007.05010

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FreedomWorks

Foundation,

In FWFOUNDl

5 2 -15 2 6 916

IPart IV I Reason for Non-Private

Page3

Foundation Status (Seepages4 through8 of the instructions.)

I certifythat the organization1snot a privatefoundationbecauseit 1s:(Pleasecheckonly ONEapplicablebox.)

5
A church,conventionof churches,or assoc1at1on
of churches.Section170(b)(1)(A)(1).
6
A school.Section170(b)(1)(A)(n).(AlsocompletePartV.)
A hospitalor a cooperativehospitalserviceorganizationSection170(b)(1)(A)(111).
1
A federal,state,or localgovernmentor governmentalunit.Section170(b)(1)(A)(v).
a
A medicalresearchorganizationoperatedin con1unct1on
with a hospital.Section170(b)(1)(A)(111).
Enterthe hospital's name, city,
9
and state ....
An organizationoperatedfor the benefitof a collegeor universityownedor operatedby a governmentalunit. Section170(b)(1)(A)(1v).
10
(Alsocompletethe SupportSchedulein Part IV-A.)
11a [xJ
An organizationthat normallyreceivesa substantialpart of its supportfrom a governmentalunit or from the generalpublic.
Section170(b)(1)(A)(v1).
(Alsocompletethe SupportSchedulein Part IV-A.)
A communitytrust. Section170(b)(1)(A)(v1).
(Alsocompletethe SupportSchedule in PartIV-A.)
11b
An organizationthat normallyreceives( 1) more than 33 1/3%of its supportfrom contributions,membershipfees,andgross
12
receiptsfrom act1v1t1es
relatedto its charitable,etc.,functions- sub1ectto certainexceptions,and(2) no morethan 33 1/3%of
its supportfrom gross investmentincomeand unrelatedbusinesstaxableincome(lesssection511tax) from businessesacquired
by the organizationafterJune30, 1975. Seesection509(a)(2). (Alsocompletethe SupportSchedulein Part IV-A.)

D
D
D
D
D
D

D
D

13

An organizationthat 1snot controlledby anyd1squalif1ed

persons(otherthan foundationmanagers)and otherwisemeetsthe requirementsof section
509(a)(3).Checkthe box that describesthe type of supportingorganizat1onTypeI
TypeII
TypeIll-FunctionallyIntegrated
TypeIll-Other

Providethe following informationaboutthe supportedorganizations.(Seepage8 of the instructions)

(a)
Name(s)of supportedorganization(&)

(b)
Employer
identification
number(EIN)

(c)
(d)
Typeof organization
Is the supported
(describedin lines
organizationlisted in
the supporting
5 through 12 above
organization's
or IRCsection)
governingdocuments?
Yes

No

....

Total
14

(e)
Amountof
support

An organizationorganizedand operatedto test for publicsafety.Section509(a)(4).(Seepage8 of the instructions.)

ScheduleA (Form990 or 990-EZ)2007

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FreedomWorks

Foundation,

In FWFOUNDl

Page4
ScheduleA(Form990or990-EZ)2007 FreedomWorks
Foundation
Inc.
52-1526916
Part IV-A Support Schedule (Complete only If you checked a box on line 10, 11, or 12) Use cash method of accounting.
Note You may use the worksheet m the mstruct,ons for convertm~ from the accrual to the cash method of accounting
I
I
Calendaryear (or fiscal year
beginning in)
(al 2006
(cl 2004
(bl 2005
(d) 2003
(el Total
15 Gifts,grants,andcontributions
received.(Do not includeunusual
grants.Seelme28.)
4.176.412.
3.915.810.
2 311.269.
609.981.
11
013
472.
16 Membershmfeesreceived

....

17

Grossreceiptsfrom adm1ss1ons,
merchandisesold or services
performed,or furmshmgof
fac111t1es
1nanyact1v1ty
that 1s
relatedto the orgamzat1on's
charitable,etc.,purpose

18

Grossincomefrom interest,d1v1dends,amountsreceivedfrom paymentson securitiesloans(section

512(a)(5l/ rents,royalties,income
from s1m1
ar sources,and unrelated
businesstaxableincome(less
section511 taxes)from businesses
acquiredb~ the organizationafter
June30, 1 75
Netincomefrom unrelatedbusiness
act1v1t1es
not includedm lme 18
Taxrevenuesleviedfor the
orgamzat1on's
benefitand either
paid to 11or expendedon its behalf

19
20

266

363.

145

667.

62

109.

492.

Thevalueof servicesor fac11it1es

furnishedto the orgamzat1on
by a
governmentalumtwithout charge.
Do not includethe valueof services
generallyfurnishedto
or fac111t1es
the public withoutcharge
22 Otherincome.Attacha schedule.
See Stateme nt 10
Do not includegamor (loss) from
saleof capitalassets
16
214.
951.
6 606.
23 Totalof lines 15 through22
083.
2.390
329.
610
4.442
989.
4 068
24 Lme23 mmuslme 17
083.
2.390
329.
610
4.442
989.
4 068
25 Enter1% of lme23
681.
23
903.
6
44
430.
40
26 Organizationsdescribedon lines 10 or 11: a Enter2% of amountm column(e), lme24
b Preparea list for your recordsto show the nameof and amountcontributedby eachperson(otherthan a governmental
umt or publiclysupportedorgamzat1on)
whosetotal gifts for 2003through2006 exceededthe amountshown m lme26a.

474

631.

21

Do not file this list with your return. Enterthe total of all theseexcessamounts
c Totalsupport for section509(a)(1)test: Enterlme24, column(e)
19
474,631.
d Add: Amountsfrom column(e) for Imes: 18
26b
22
23, 771.
e Publicsupport(lme26c mmuslme26d total)
f
27

4,095,181.

473.
473.
105.
26a

23.
11. 511.
11.511

....

....26b
....26c
....26d

....26e
....26f

771.
874.
874.

230

237

095

11.

511

181.
874.

4,593

583.

291
6.918
60.0970%

Public suDDOrt
Dercentaae!line 26e (numerator}divided bv line 26c I denominator))
Organizationsdescribedon line 12: a For amountsincludedm Imes15, 16,and 17 that werereceivedfrom a 'd1squalif1ed
person,'preparea list for your
recordsto show the nameof, and total amountsreceivedm eachyearfrom, each'disqualifiedperson.'Do not file this list with your return. Enterlhe sum of

such amountsfor eachyear:

N/ A
(2006)
(2005)
(2004)
(2003)
b Forany amountincludedin lme 17 that was receivedlrom eachperson(other than'd1squalil1ed
persons'),preparea list for your recordsto showthe nameof,
and amountreceivedfor eachyear,that was morethan the larger of (1) the amounton line25 for the yearor (2) $5,000.(Includem the list orgamzat1ons
describedm Imes5 through 11b,as well as md1v1duals.)
Do not file this list with your return. After computingthe differencebetweenthe amountreceivedand
the largeramountdescribedm (1) or (2), enterthe sum of thesedifferences(the excessamounts)for eachyear: N / A
(2006)
(2005)
(2004)
(2003)
c Add: Amountsfrom column(e) for Imes:
15~~~~~~~~
20 ______
_
.... 27c
17
d Add: Lme27atotal
.... 27d
and lme27b total
e Publicsupport(lme27c total mmuslme27d total)
.... 27e
....
27f
Totalsupport lor section509(a)(2)test Enteramounton lme23, column(e)
NA
g Public supportpercentage(line 27e (numerator)divided by line 27f (denominator))
.... 27
N A %
h Investmentincome ercenta e line 18 column e numerator divided b line 27f denominator
.... 27h
N A %
28 UnusualGrants:Foran orgamzat1on
describedm line 10, 11, or 12 that receivedany unusualgrantsduring 2003 through2006,preparea list for your recordsto
show,for eachyear,the nameof the contributor,the dateand amountof the grant,and a brief descriptionof the natureof the grant.Do not file this list with your
return. Do not includethesegrantsmline 15.
~~~~~~~~

723131

None

12-27-07

ScheduleA(Form990or990-EZ)2007

13
12160424

739466

FWFoundation

2007.05010

FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA(Form990or990-EZ)2007 FreedomWorks
Foundation,
Private School Questionnaire (Seepage9 of the instructions.)

iPart Vi

Inc.

5 2 -15 2 6 916
N/A

Page5

{To be completed Of\JLYby schoo!s that checked the box on line 6 in Part IV)
29

Yes

Doesthe organizationhavea raciallynondiscriminatorypolicytowardstudentsby statementin its charter,bylaws,othergoverning

instrument,or 1na resolutionof its governingbody?
Doesthe organizationincludea statementof its raciallynondiscriminatory
policytowardstudentsin all 1tsbrochures,catalogues,
andotherwrittencommunicationswith the publicdealingwith studentadm1ss1ons,
programs,and scholarships?
Hasthe organizationpublicizedits raciallynondiscriminatorypolicythroughnewspaperor broadcastmediaduringthe periodof
solic1tat1on
for students,or duringthe reg1strat1on
period1f11hasno sol1c1tat1on
program,in a waythat makesthe policyknown
to all partsof the generalcommunity11serves?
If 'Yes,' pleasedescribe;1f'No,' pleaseexplain.(If you needmorespace,attacha separatestatement.)

30
31

32

No

29
30

31

Doesthe organizationmaintainthe following:

of the studentbody,faculty,andadmin1strat1ve
staff?
a Recordsindicatingthe racialcompos1t1on
b Recordsdocumentingthat scholarshipsand otherfinancialassistanceareawardedon a raciallynondiscriminatorybasis?
andotherwrittencommunicationsto the publicdealingwith student
c Copiesof all catalogues,brochures,announcements,

32a
32b
32c
32d

adm1ss1ons,
programs,andscholarships?
or on its behalfto solicitcontributions?
d Copiesof all materialusedby the organ1zat1on
If you answered'No' to any of the above,pleaseexplain.(If you needmorespace,attacha separatestatement.)

33
a
b
c
d
e
f
g
h

Doesthe organizationdiscriminateby racem anywaywith respectto:

Students'rights or privileges?
Adm1ss1ons
policies?
Employmentof facultyor adm1nistrat1ve
staff?
Scholarshipsor other financialassistance?
Educationalpolicies?
Useof fac11it1es?
Athleticprograms?
Otherextracurricularact1v1t1es?
If you answered'Yes' to any of the above,pleaseexplain (If you needmorespace,attacha separatestatement.)

33a
33b
33c
33d
33e
33f
33a
33h

34a
34b

34 a Doesthe organizationreceiveanyfinancialaid or assistancefrom a governmentalagency?

b Hasthe organization'sright to suchaid everbeenrevokedor suspended?
35

If you answered'Yesto either34aor b, pleaseexplainusingan attachedstatement.

Doesthe organizatmncertifythat 11hascompliedwith the applicablerequirementsof sections4.01 through4.05 of Rev.Proc.75-50,
1975-2C.B.587, coveringracialnond1scriminat1on?
If 'No,' attachan explanation

35
ScheduleA (Form990 or990-EZ)2007

723141
12-27-07

12160424

739466

FWFoundation

2007.05010

14
FreedomWorks

Foundation,

In

FWFOUNDl

ScheduleA (Form990 or 990-EZ)2007

j Part VI-A
Check a

FreedomWorks

Foundation

Inc.

5 2 -15 2 6 916

I Lobbying Expenditures by Electing Public Charities (Seepage11of the mstruct1ons.)

N/A
(To be completedO~LYby ar e1ig1ble
organizationthat filedForm5768)
Check D
1fvou checked"a" and 'limited control'prov1s1ons
applv.
b
D 1fthe oroamzat1onbelonosto anaffiliatedorouo.
(a)
Affiliatedgroup
totals

Limits on Lobbying Expenditures

(Theterm 'expenditures'meansamountspaid or incurred.)

Page6

(b)
To be completedfor all
electingorganizations

N/A
36
37
38
39
40
41

Total lobbyingexpendituresto influencepublicopinion(grassrootslobbying)

body (directlobbying)
Totallobbyingexpendituresto influencea leg1slat1ve
Totallobbyingexpenditures(addImes36 and 37)
Otherexemptpurposeexpenditures
Totalexemptpurposeexpenditures(add Imes38 and 39)
Lobbyingnontaxableamount.Enterthe amountfrom the followingtableThe lobbying nontaxableamountis If the amounton line 40 is Not over $500,000

20% of the amount on hne 40

Over $500,000 but not over $1,000,000

$100,000 plus 15% of the excess over $500,000

Over $1.000,000 but not over $1,500,000

$175.000 plus 10% of the excess over $1,000.000

Over $1,500,000 but not over $17,000,000

$225.000 plus 5% of the excess over $1,500,000

Over $17,000,000

$1,000,000

36
37
38
39
40

41

42 Grassrootsnontaxableamount(enter25% of line41)
43 Subtractlme42 from lme36. Enter-0- 1flme42 1smore thanlme36
44 Subtractlme41 from lme38. Enter-0- 1flme41 1smore than lme38

42
43
44

Caution: If there is an amount on either/me 43 or/me 44, you must file Form 4720.

4-Year Averaging Period Under Section 501(h)

(Someorganizationsthat madea section501(h)electiondo not haveto completeall of the five columns
below.Seethe instructionsfor Imes45 through50 on page13 of the instructions.)
LobbyingExpendituresDuring4-YearAveragingPeriod
Calendaryear (or
fiscal year beginningin)

(a)
2007

(c)
2005

(b)
2006

NIA
(e)
Total

(d)
2004

45 Lobbyingnontaxable
amount
46 Lobbyingceilingamount
(150% of lme45(e))
47 Totallobbying
exoend1tures
48 Grassrootsnontaxable
amount
49 Grassrootsceilingamount
1150%of lme48(ell
50 Grassrootslobbying
exoend1tures

I Part

VI-B

0.
0.
0.
0.
0.
0.

Lobbying Activity by Nonelecting

Public Charities

N/A

(Forreportingonly by organizationsthat did not completePartVI-A) (Seepage14 of the mstruct1ons.)

Duringthe year,did the organizationattemptto influencenational,stateor localleg1slat1on,
mcludmganyattemptto
influencepublicopm1onon a leg1slat1ve
matteror referendum,throughthe useot
a Volunteers
b Paidstaff or management
(Includecompensation1nexpensesreportedon Imesc throughh.)
c Mediaadvertisements
d Mailingsto members,legislators,or the public
e Publications,or publishedor broadcaststatements
f Grantsto otherorganizationsfor lobbyingpurposes
g Directcontactwith legislators,their staffs,governmentoff1c1als,
or a legislativebody
h Rallies,demonstrat,ons,
seminars,conventions,speeches,lectures,or anyother means
i Totallobbyingexpenditures(Add Imesc throughh.)
If "Yesto anyof the above,also attacha statementg1vmga detaileddescnpt,onof the lobbyingact1v1t1es.
723151
12-27-07

12160424

Yes

No

Amount

o.
ScheduleA (Form990 or 990-EZ)2007

739466

FWFoundation

2007.05010

15
FreedomWorks

Foundation,

In

FWFOUNDl

ScheduleA(Form99Dor990-EZ)2007

IPart VII I Information

FreedornWorks

Foundation,

Inc.

52-1526916

Regarding Transfers To and Transactions and Relationships

Exempt Oiganizations (Seepage 14 oi me instructions.)

51

Page7

With Noncharitable

Did the reportingorganizationdirectlyor indirectlyengagein any of the followingwith any other organizationdescribedin section
501(c) of the Code(otherthan section501(c)(3) orgamzat1ons)
or in section527, relatingto political organizations?
a Transfersfrom the reporting organizationto a noncharitableexemptorganizationot
(i) Cash
(ii) Otherassets
b Othertransactions:

Yes

(i) Salesor exchangesof assetswith a noncharitableexemptorganization

(ii) Purchasesof assetsfrom a noncharitableexemptorganization
(iii) Rentalof fac1ht1es,
equipment,or other assets
(iv) Reimbursementarrangements
(v) Loansor loan guarantees
(vi) Performanceof servicesor membershipor fundra1srng
sohc1tat1ons
c Sharingof fac111t1es,
equipment,mailinglists, other assets,or paid employees

No

51a(i)
a(ii)

x
x

b(i)
b(ii)
b(iii)
b(iv)
b(v)
b(vi)

x
x
x
x
x
x

d If the answerto any of the above1s'Yes; completethe followingschedule.Column(b) shouldalwaysshow the fair marketvalueof the
goods,other assets,or servicesgiven by the reportingorganization.If the orgamzallonreceivedless than fair marketvaluein any
transactionor sharingarrangement,show in column (d) the valueof the goods,otherassets,or servicesreceived:
(a)
Line no.

(b)
Amount involved

51c

(d)

(c)

Nameof noncharitableexemptorganization

FreedornWorks.

Inc.

Descriptionof transfers,transactions,and sharingarrangements

See

Statement

11

52 a Is the organizationdirectlyor indirectlyaff1hated

with, or relatedto, one or more tax-exemptorganizationsdescribedin section501(c) of the
Code(other than section501(c)(3)) or in section527?
.....
b If 'Yes; completethe following schedule:

00

(a)
Nameof organization

FreedomWorks

Inc.

See

72315~
12-27-07

12160424

0No

(c)
Descr1pt1on
of relat1onsh1p

(b)
Typeof organization

501(c){4}

Yes

Statement

12

ScheduleA (Form 990 or 990-EZ)2007

739466

FWFoundation

2007.05010

16
FreedomWorks

Foundation,

In FWFOUNDl

'Free6omWorks

Foundation,

Inc.

52-1526916

F:orm 990

Kind

and

Sublease

Rental

Location
of

Total

to

Form

990

of

Income

Statement
Activity
Number

Property

facilities

Form

990,

Gross
Rental
Income

1
Part

Other

I,

line

Changes

96,228.

6a

in

96,228.

Net

Assets

or

Fund

Balances

Statement

and

Total

to

Form

990

unrealized

Form

990,

gains,

Part

I,

net

line

of

Other

316,585.
11,482.
41,767.
8,566.
7,730.
19,289.
24,871.
12,248.
13,606.
7,688.
34,152.
50,332.
955.
3,972.

Professional
fees
Miscellaneous
Insurance
Noncapital
expenses
Novelties
Advertising
Rentals
Subscriptions
Dues
Photography
Database
management
Computer
services
Clipping
services
ADP Fees
to

12160424

Fm 990,

739466

ln

43

FWFoundation

<11,166.>

fees

<11,166.>

553,243.

2007.05010

Statement

Expenses
( B)

Total

Description

investment

20

(A)

Total

Amount

Description
Realized

Program
Services
81,371.
602.
23,326.
376.
7,160.
18,699.
15,968.
2,296.
13,067.
7,684.
11,130.
11,314.
955.

( D)

( c)

Management
and General

Fundraising

2,879.
10,759.
10,380.
7,903.
590.
4,349.
4,967.
324.
2.

232,335.
121.
8,061.
287.
570.
4,554.
4,985.
215.
2.
23,022.

39,018.
3,972.

193,948.

20
FreedomWorks

85,143.

Statement(s)
Foundation,
In

274,152.

l, 2, 3
FWFOUNDl