int - DO NOT PROCËsS As Filed Þata $ Under seutìon $01(r), 527, or foundationr) inlÈñrl Þ Trl'rrn Rc!tnr;t' !ëri tir t! OMB Return of Organizätion Exempt From Income Tax ,"*990 Dr¡nrtrutl cf . : > No 1545-0047 20L6 494XaX1) of the Internal tevenue Codo (øxcept private Ðo nþl ent€rsocrål secur,ìy ñqlnbêrs on lltls form å5 tt lnay be made publ¡c ¡nformätlon åbÒut Form 990 âñd ¡tà Lûstrucban6 ß al w vt IRS aovlfolmgq1 Open to P.rbl¡c Inspect¡on Þ ËlnÞloyer FOUNDAÍION I 94-? 13696 as FOUNDATION É Telêphone P0 80x 55? f,l Appllcðtron ol aÍ or provrncêr eo(ntry, WA 98507 OLYMPIA, 5 $TEVË NTIGNBORS PO BOX 552 OL WA r råx-exffiptslðtus H sor(.1 ül I lrust t corporutron ts lr(b) Aré Ev". M ¡or{cx¡} KFormof orgånäåtron ll(a) ( }{(rneô}tno) Ü Ar.o","oon H oo+u1u¡¡r¡ol. F If rzz .,NO, donrcrle m L fl ot¡".1 No ves DNo mrssron or mos! srgntñcänt acttvrtres descnbê the o u t G a, 2 3 4 5 t ú o {o ! of > ¡f tha otEåôr?êttôn dLscoôttnuèd tts opåråtlons or . Numbor of votrnq members ofthe governtng body {Pa* VI, ltne Number of tndepêndÊnt voùng mômbêrs cf Èhê governtng {Pårt VI¡ lrne 1b) Chêck thrs box nèÈ 25o/ô la) Totâl number of rnd¡vldualg employed rn calendar year 201ó Total number of volunteers (estrmàtê tf necessary) hne Za) , ' 4 11 5 105 6 20 Totãl unrèläted buflnes¡ rÉvènuê from Párt VII¡, cölu$n 7a b Net unrelsted busrness taxable rnmme from Form 990'T, llne 34 7b I I Contnbutrons and Erånt3 (Pàrt VUl, ltnê th) Proqram servìce revenuê (Pärt Vu¡, lrne 2q) 7â û ß, 10 lnvèstfiènt 1l rncórnê (påÈ 8 ø E f u¡ 13 f,4 15 lrnes r,z79,oao 26,1S3 I 10,695 77,483 3/348,348 ltne 12) through 1 0 Grants and srmrlar amounls paid 4), IX, Bêñef¡ts tård to or {or ñernbers 0 (A), hnes 5-10) bênefits sålêflês, othê. compensetlon. 1,661,675 2.189,373 34, r40 84,123 1,1 13,508 L,849,547 2,909,323 4tr23tO43 (A), l:ne Toral fundrarsrng erpenses tr7 othÉr éxpe¡ses (Pert ßB Totäl êxp€n3es Add 19 2,?34,246 827:OOO VIII, coluntn (A), L6a Professron¿f fundratstng fees (Fart b 2,4L?,717 Other revenue (Part VIII, column {A), flnes 5, t"2 Total rêvenue*add 0 Current Year Prior Year I a q 1! 3 (A), lrñô 25) Revenue less lrn tt a -66,S63 539,025 fnd 9ôË1ñärhl öa Curèht Yôâr ð 20 7,737,562 2L 197,860 Part It S¡rinâture I penalhes knowledge and Dêclârahon rt !5 true, 1,t2 5,897 273,36I 1.s52,536 1,539,702 l:ne 20 22 ûf Yeâr preparér end to mY of whtch preparer has rs based on ail Sign Here ot nðfle PþÞärêrs srgnåturê GÀIL W EAUDENDI5TÉL CP Pönt/Typr prëtlðrêa's ñðmè Paid Propärer Use 0nly lj.AIL W BÀUOE¡¡DIsÏEL CPA Frrm's name Þ ÂNGovã AccouNT(NG INc > t12 HARRTSÔI¡ AVÊ ctrectt Þlåy the lRs drRuss thrs return wlth the Act l{otice, see wA I F¡rm's ÉIN tõÐ125722 rr > 47-2615950 no (360) ärm's addrex cÉl,rTRÂuA, For DðtÈ 20 t7-10^o6 716-2ô28 9853r1322 üv"" Ë shown above? (see lnstructlons) sepÐrate Cat No 11282Y Form ¡¡o 990 (2015) Form 990- (?q16-) P"rÕgrsm å Þid,.{h'ê,b'ffitÈt ðn .f¡fidé.rtàlià:iriy;*¡1¡¡¡69¡¡lirtO,àiårh,serucns durrhE tlin.pnor,Fof in,: 99fi,,'p6,âppç¿2 ffiIfio, .qtt:!. ii .9 "Yes;'f',.{esç¡¡bç,t!l-e5-e:4ew çeryrçeç on 5-çhg4ule 9: Þrd thF::qfgsnìzètton çeaEe,çqnductrng, or makE stgfilficgnt.qlìanget:llr hp.W serylce$?*,tr Hv+* If "Yes," descnbe these rhunges on Schedule 4 4E Descnbe the oçanrzatron's progråm servrce accom pllshm enls for each of ¡ts Sectron 501(c)(3) and 501(c)(4) organrzaùons are requrred to report the expensesr ånd revenue, tfany, for each program sery¡re reported (codê I 2,274!644 ) (Êxpenses 5 330,28¿ ) {Expêns€s g 427;t72 ) (ExpânËes$ 466,793 ) (ExDenses ffil'no O rncludrrtg grants by expenses others, the total a $ 6 r,279$0O ) See Add¡tronal Data 4b (Code rncludnggrants ) (Rev€nue $ See Addttronål Ðâtå 4c (Codê grånts of I ) (RËv€Huê â sêe Addtttonål Ðata (Çode INVSSTOR RËLATTOIIS ÊETAËLISI{ËÞ TO INFORIVI ANÞ PNOvlÞË POSTTIVË ANÐ ACUVË INFIJJËNCT OVËR PUBLIC AUDIENCE ed 4e Other prograrn çervtces (Descnbe rn Schedule O ) (Expenses S 466,793 of$ ) (Rêv+nue $ lncludrng POÛCY LËAOÊRS AND CONCËRI\¡ËD CITTZËNg, ËNCOURAGE fttËM TO PROMTTË THË FOUNÞA"ITON'S MISSTON TO AN INCRÊAEING ) (Revenue g ) s¿rvics Form 990 ( Form 990 3 Fart IV l{o I 2 2 %f 3 dr 4 y€årr 6 7 I 9 Dtd the organtzatton recerve or hold a conservatron easÊment, tncludrng the envlronmçnt, htstortc land areas, or hrstortc struçtures? Íf "Yes," complete Drd the orgènrzät1on marntarn collectrons of works of art, hrstorrcal If "Yes," camplete Schedule D, Part Iil ?) , Þrd the organrzatron report en amount rn Part X, ne 21 for escrow or foramounts not listed rn fart X, or provrde credrt counsehng, debt ma servrcesTlf "Yes," completë Schedule D, Päft IV9 . t0 Þrd the organrzatron, drrectly or through a related organ permanent endowments, or quasr-endowments? If "Yes," 1l If the orgånrzåt¡on's answer tô åny of the foliowrng a b c Þtd the organtzattan report an ar¡ount Drd 15 lð L7 18 19 No I No 9 No t:"r':" endowments. l0 No complete Schedule D, Pårts VI, VII, VIII, IX, wil tl ff In Drd the organizatron obtatn X, lrne 25? I audrted ftnanctal statements for the tax yearT J2à, theä complebng Schedule D, Parts XI and Xil ts ophoûal If 'Yes," complete Scåedu/e F or €xp€nses of more than $10,000 from grantmaktng, tundratstng, actrvrtres outstde the Un¡ted States, or åggrÊqÈte foretgn lnvestrnents Schedule F, Parte I and IV . Dtd the organtzatton bustness, I 00 or valqed at r€pôrt ôn Part IX, column (A), kne 3. morö than $5,000 of gränts or other åsslstance to or for any "Yas," Schedule F, Pârts II and IV . IX, column (A), kne 3, more than $5,000 of aggregate grants or other asststance to complete Scheduie F, Pa¡ts III and IV . Drd the ergênrzatron or for fore rgn rndrvrdual total of more than S15,000 of expenses for professional fundrarstng servtceslon Part IX, ül If "Yes," complete Schedule G, Pàrt I (see rnstructtöns) Dld the orçanrzatron report more than $15,000 total of fundrarsrng event gross rncome and contriÞutlons-o.n PartVIII, U llnes lc and Ba7 If 'Yes,' complete Schedule G, F¿rt II Drd the organrzatton column (A), hnes 6 and Drd the organrzàtron r€port more lhan $15,000 of gross rncorne Írom gamlng act¡vtttes on Part VIII, llne ga? If "Yes," .gl Schedule G, Pañ nr. lla Yes ltb No 11c No lld No lle No LLl No 12a No 12b No audrted frnancral statements for the tax yeaÉ yees, or aEents outsrde of the U¡tted States? Dtd the Dtd the forergn "Yes,^ complete Schedule Ð, Part X XT ènd b)(f )(A)(tt)r Is the organrzatron If ents for the tâx year rnclude a footnote that addresses oYes," complete Scåedp/e Ð, Part X 4e (ASC 740)? If rndep "Yes," cömplete 9chedule Was the organrzatton :ncluded lf 'Y#," ànd tf thê . that ls 5?o or more çf lts total assets reparled X, the organrzatron's sepåråte or If b 7 as a custodran , or debt negottatron assets tn lhe organrzatron'¡ habthty for 14a other rne 10? the organrzatron rêport an ämount for.land, burldrngs, äñd equrpmêrìt 'Yes," complete Schedule D, Part VI 0Å , lrne 12 that ts 50lo or more of rts total Drd the organrzatron report an amount for securtùeg ln Part VII assets reported rn Part X, hne 16? If nYes," Pèrt X, hne 13 that ¡s 5o/o or more of rts Drd the orgånrzåtron rêport ân ämôunt for e 13 il Drd Þrd the org?nrzatran report an amount tn Part X, lrne 16? If 'Yes,u complete b No 6 If d 12a rrght or X as applrcable total assets repoÉed rn Part X, lrne 16? f No 5 "Yes," çpmplete Schedute C, Part III Dtd the organrzatron malntaln any donor advrsed funds orany srmrlar funds or to provtde advtce on the d¡stnbutron or rnvestment of ¡mounts rn such funds or If "Yes," complete Schedute O, Part l5 , If 13 No 14ã No 14b No 15 No 16 No 17 18 19 Yes No No Form 99o (2016) Form 990 (2016) ParÊ IV 2o¡ Drd Yês b If If thê organrzatron operåte one or more'hoCprtal factlrtresl uYes" nYes,¡' complete Schedule I1 30a to hne 20ä, drd the organtzatron êttach a cppV of ts âudrted f¡nancral stalements to thl*. retu 2L llo Nc ttìh tf domestrr No .i:= 22 the Ðrganlz¡tlon r€porï r¡gre th*n $5,000 of'grants or other åssrstance to or Ìf "Yes,': çç*O¡*þåscbedule'Ít Parts:I,and III: , Dtd fÕr .{omeshc soll¡mni {A}, tlne,Zr 23 .t¡åa No 5 Yes 23 24a b Dtd the organlzatton h¿ve a tax-exempt bond rssue wrth an outstandrng prrncrpal amount of the last day ofthe year, that waË rssued after December 31¡ 2002? If"Yes,o complete Schedule K If "No," go to hne 25a . , thê orgånrzêtron tnvest åny proceeds of tax-oxempt bonds beyond Drd of $100, NO 24a a ?4b c d Dtd the argånrzàtron ñårntårh ån escrow ãccount other thân a refundtng escrow àt to defe¿se any tax-exempt bonds) yêar 24c the organrzatron Ect ¿s an "on behalf of' tssuer for bonde outstandlng Drd 24ô 25a Section 50r(c)(3), 591(c)(4), arrd 5Ol(e){29) organizations. D¡d the organrzatron engâge tn an excess benefrt lransactlon wrth a drsqua complete Schedule Ç Part L b 26 Is the organrzatron aware that rt engaged tn ån excess that the trånsactron has not been reported on any of the org If "Yes,' complete Schedule L, Pañ I 28 Dtd the organrzatton provrde a grant or other contrlbutor or employee thereof, å grant selechon of any of these persons7 If "Yes," complete an offrcer, dr controlled enhty or famrly member L or A famrly member of a current or former Zg 30 An entrty of whlch a current oyee? fl' ort Drd the orgåntzåtton rêcêrvê than Þtd the organrzatron recerve contrtbutrons? fy' If "Yes,n cötnplete Schedule 31 Dtd the 32 Þtd the 33 If Drd the 354 P¡¿ V, n related to any tâx*exempt or taxable ehtlty? wrthln the meanrng of 36 If "Yes,o complete Schedule M 28a No 28b No 28c No 29 No 30 No 31 NO 32 NO 33 No 34 No 35a No tryas an , lf "Yes," complete Schedule N, part ff "Yês," complete Schedule R, part I . II, ill, or IV, and led entity wrthrn the rnêåntng of sêcUon 512(bX13)? reçe1ve any paymônt irom or enøage rn any transactlon w¡th a controlled entrty 512(b)(13)? If "Yes," complete Schedule R, Part V, lme 2 If "Yeâ," complete Schedule R, pâ¡t V, lne Z , D¡d the organtzatton conduct more than 5% of lts actrvrtles through an entlty that ls not a related organrzatton and rs trçÈted as a pârtnershrp for federal ¡nçome tax purposes? If .Yes," campleie Schedule R, part VI 38 No 35b Section 501{c)(3) organizations. D¡d the organtzatron make any transfersto an exempt non-chant¿ble rel¡ted a/gêntzðtton? ?7 27 from the organrzatron under Regulatrons gectrons I b If'Yes' to hne 35a, drd No of, or transfer more th¿n 25o/o af rts net åssets? 301 the orgên¡zêtron 26 treasures, or other srm¡lar assets, or quallfred çanservatlon of an Was the No L, paft M exchange, N, Part II "Yes," eomplete Pàrt hon*råsh contnbuttonE? ¿nd cease operôttons? 30L 770L 34 or key employee (or e larnrly rnember thereol) " complete Schedule L, Part IV , of art, 25b " complete Schedule Ç or key empfoyee? drrector, or offrcer, drrector, trustee, or No partres (see Schedule L, Part IV I.V c 23a key employee, substantral member, or Part IV b or payables to any current or or drsqualtfred persons) fes Was the organrzatron a party to a .busrness transachon wrth tnstructrons for applrcable frhng and a A current or former offrcer, drrector, "Yes," or 990-ËZ¡ II "Yes," complete Schedule L, Part If person tn a pnor year, and pnor Þrd the organlzatron report any amount on Part X, lrne 5, 6, 22 for former officers, dìrectors, trustees, key employees, htghest com If 27 the year? Dtd the organtzatlon complete Schedule O and provrde explanabons rn Scheduìe O All Form 990 frlers are requrred to cornplêtê Schedule O for Part VI. Itnes llb and 36 No 37 No that l9r ilote. 38 Yes Form 990 (2016 Form 990 (2016) Page Statements Regard¡ng Ôther IRS Filings and Tax ComplisDce EEEII lê o n côntåtns å Yes la b c Erìfer the number reported ?å Enter the number of employees reported on Form W-3, Trånsmrttål of Wage and Tax Ståtêments, frled for the cålendâr year endrng wrth or withrn the yeer covered by this re[urn . " r¡ tsox 3 of Form 1096 Enter -0* rf not appltcable 1a Ente¡ the number of Forms W-ZG i¡cluded tn ltne 1å Enter -0- rf noh appltcable NÔ 6 1b tomply wrth backup wrthholdrng rules for reportable payments to (garnbhng) wrnn,ngs to prtze wtnners? . Drd the organrzatron ?a Yes h No 3å 3b h 4a No b If "Yes."enterthenameof theioretgncountry >,,,,,,,,, ,,,,,, .. .......,-," r.-". --. Ses tnstructLons for frirng requ'.oments for FTnCEN Fôrm 114, Repôrt of Forelgn Bank ¿nd Ftnåñcräl Accôunts (FBAR) 5a W¿stheorganrzatronepãrtytoaprohrbrtedtaxsheliertransactronãtanytrmedurthgthetaxyea,r? b Drd any taxable party nohfy the orgailrzätron that rt was or rs a party to a prohrbtted tåx shelt€r trànsactlonT c 5a lJo 5b No bc 6ã 6a b No sb 7 7a 7b b c 7c d ê 7e f Dld the ôrgåntzattôn, dunng the year. pay prÊilrums, drrectly or rndrrtctly, on å pêrsonâl beûêfrt contläct) r g lf lhe organr?atton recetved a contrrbut¡on of qualtfted rntellectual propèrty, drd the organtzatlon frle Form S899 as req h u r red? ¡faheorg3ntzåttonrecetvedacontnbutronofcars,boats,atrþlanes,orothervehtcles,dtdtheorgantzat¡onftleaform 109ê-C? g spÞn$or¡ng organ¡uat¡ons maintain¡ng donor advised funds. oid a donoiadvi¡ed fund malntalrìôd by the sponrorutg órçãnrràtrôn havê excess bu$tnsss holdtnq$ at. any b 10 a b 11 a b 7h I 9a Drd thè spônsonng orgånlzôtton måkê any táxåble dlstnÞûttons under secbton 4966) Dld lhe sponsoring orq¿nl?atton måke å dtstr¡butron to a donor, donor advtsor, or relaled person2 9b ' Se¿tion 5O1(c)(7) orgénizations. Enter Inrtratron Fees and capttal WA 20 Yes Yes Jotnt venture or slmtlar arrangemenk wrth a 7? 17 E 12a rn Schedule O (see rnstructtons) Sectìon C. Disclosure 19 Yes declsron? lzatron tn, contrrbute assets to, or parbctpãte tn d r If top månagement offrcral or key or 15bf Þrd the t¿xable lla the tollowrng persons rnclude a revlew and approval by lndependent persons, a tob to drsclose annually tnterests that could g¡ve flse to c Þrd the organrzatron regularly Schedule O how thts was done Þrd the organrzatton No tp revrew thrs Form 990 the b Were offtcers, dtrectors, or 1g No M o*n websrte Ml Another's websrte upon request othe, (exprarn rn schedule o) DeEcrlbe tn Schedule o whether (and rf so, how) the organrzatron made rtsgovernrng documents, conflrct of ¡nterest poltcy, and frnancral statemenls avatlable to the pubhc duflng thó tax year n Stste the name, address, and telephone number of the person who possesses the organtzatton's books ånd records }GERRIT SHILMAN 2403 PACITIC AVE SE OLYM wA 9S50I {360) 956-3482 15b No 6 Page 7 Pärt VIX (s) Name and Tttle Average hours per week (llst any hours for rel¿ted orgànr2¿tl0ns below dotted Posttron (do not rs both an 3 g iJ + F,lISC) 5 (' Itne) ,t' ¡t, ,:ì' a CA if, ,t. (1) srEVE on pe than one box, '1' = È i ,f NEIGT'1BORS a 0 0 X c 0 0 X 0 0 0 0 0 0 17 S,732 0 9,815 CHAfR (2) RIÇHARÐ ROKES VICE CHAIR (4) TrM r'lCMAHO¡r X TREASURER (5) Tol"l 5 þ1CCABE cËo Form 99O 12016) Form 990 (2016) Pärt VII a Section and Em (A) (F) (Ç) (n) Name and T¡tlc Average hours per week {hst any hourg for related Posrtron (do not check more Reportable compqnsð!ron from the ûrgånrzatron iW- 0rgantu?ttÞn9 belcw dotted hne) than one box, unless persoñ rs both ån offlcer and a dr¡ector/trustee ri r' -* u=t t) €- ;t ¿Þ iI' ,t :) å :c .t, o 'f' ¡l' = ¡! J b rÞ ;Ð ) rt'ï ñ,-¡ "ï (F) ?l1099.MrSC) tr) Reportable compensètton frorn related zatrons {W- Est¡mated ãmount of other comperrsatron from the organrzatton and related orqsnrzatrons t] ¡I. --. L7 ,1, i) ,I, D 1:. 't' ;l t1 'f a Êt Cr lb Sub-Total " Total from contlnuätion silêêts to Part VII, Sèct¡ùn d Total add lines lb and 1c c A . L75, 9,815 2 Total number of lndlvrduals (rncludrng but not hmlted to those listed.above) who recerved more than 9100,0ö0 of reportable compensatron from lhe organtzâtton > I 3 Dld the organtzatton lrst any former otfrcer, drrector or trustee, key employee, or hrghest compensated employee on lrne la) If "Yes," complete Schedule J for¡,urh tndwrdual . , 4 For any rndtvtdual llsted on ltne Yes 3 No the sum of repor-lable Çompensatton and other compençatton from the organìzatlon and related orçantzations greater than 9150,0001 If "Yes," complete Schedule J for such tndtvtdual 5 la, No , rs . 4 Yes Dtd any person llsted on llne 1â recelve or accrue {ompensatron from any unreJated organtzalron or rndrvrdual for servrc€s rendered to the organrzatronTlf "Yes," complete Scheduie J far such persan . 5 No Section B. I your frve hrghesb compensaled rndependent contrãctors that recetved more than 910û,000 of compensatron ntzatröh RepoÉ for the calendar r endrog wrth or wrthln the tax year Çomplete thrs table from iha Name and 2 Total number of rndepend co nsatron from the address (å) Descnptton of servrces (c) o1 ctors (r ncludrng but noh l¡m¡ted to those hsted above) who recerved more than $100,000 of onÈ Forñ 990 (2016 form . 'h,MdÏ/tb'-df€htti q¡j6; ¡ú .ç Füniriãr;india6nlr'*, ad Relät6d croänÈltte.n6. B @.vlnfl È¡f gril'Ss.ltipl$.Fuþo$l ¿o at ï g ,:nrÈFtâ, u{€{ 1f Noncaih contr¡butlons tncluded m llne5 1å-1f $ _---J!11S1 € Þ Bu6rnê56 ! C 2a & 3 b 5 c ü d E ú GnÄi¡Ts I .,Á -rE' L- r'! \ J / ê tt f È sÏolål.Add llne¡2a-2f o \ ñ All other program Ëêru êê lêvonuê ' t,279,000 " rnterêst, ánd other 3 ¡nvstment lncoms (rncludlng > srmrler èñountå) ¿ lñcoftö ftom tnv€stment of tåx-exempt bond proccedo Þ ¡tr I 5 Àoyåltrer . 6a GrorÈ rênb b t¿s rêftälêxpâffi 1nønô ol Ë Rèñtål (ro*e) d Net rentðl rncoûe or $ècutÈreF 7ô Grþsr åmsullt frsm iâlåô ûf ãÉÉêtâ o$låf thân rnvdtory Lêâå m9t or oth€r bilß ?rd b sats extenæ¡ c Gårn d Not garn or (loss) . lla o I 6 GræÊ rncórne from fundratstng fnot ,ncludlnq $ contnbutþn5 report€d on llnÊ lc) Sæ PaÊlV, ltne t (Í C) {t o er(ôar) 1g , bL€âË d¡rect expÊnËas c Net tncome or (losr) åcfuvttles 9a Gross tncqmE from SÈå Pârt ¡V¡ llnè 19 t¡ b Lêss drrêct b êxpenââs . (loss) ftom c Nêt e39 refumE b Less il and complete lines 3O through 34' Cåprtål stock ôr trust prlncrpal, or current funds 31 Patd-tn or capttal surplus, or land, burldlng or equtpment fund 2A 4. 32 qJ Çofnp lete lin e9 U nrestrrcted net 17 sh 29, ãnd lines 33 33 34 funds Retarned eãrnlngs, endo\rument, accumulated lncome, or other Total net assets or fund balances Total lr¿btlltles and net assets/fund balances Vl 18,667 24 2s llnes 17 through z5 0 rgan ízations that fo llow q) 33,787 197.860 26 ,539,702 27 273,381 and 'l '1 ,552,536 28 29 30 31 32 1,539,702 33 1,552,536 1,737,562 34 1,825,897 Form 0 (2016 Form 990 (2016) Part XI L2 liation of Net Assets o t 2 3 X: Total revenue (must equal P¿rt VIII, column (A), ltne l2) Total expenses {must equal part IX, column (A), lrne 25) I 5 Revenue less expenses Subtrect lrne 2 fr"om lrne 1 Net assets or fund balances at begrnnrng of year (must equal p¿rt X, lrne 33, column (A)) Net unreahzed gatns (losses) on rnvestments 6 Donatad servtces ¿nd use of facrltttes 7 Investment expenses I Pnor penod ãdJustments 4 : ,,3 -66,863 4',: 5 79 6 1,.7 t,B 9 Other changes ¡n net assets or fund balances (explaln rn Schedule O) 10 Net assets or fu¡d bal¿nces at end of year Combrne llnes 3 through 9 (must F¡ nanc¡al Statêments and Report¡n9 Check rf Schedule O contarn* I 056,180 4,L23,043 a respon$e Çr note to Irne ¡n thrs Part gg0 g Ü Accountrng method used to prepare the Form Casn If the,organrzatron changed rts rnethod of accountrng from a pnor year or Schedule O "9 colufin tB)) 10 1,552,536 Yes explarn tn 2a \{ere thê ôrgênrzrtron's frn¿ncrel stêleñênts comprled or revrewed by an If'Yes,' check a box below to tndlcate whether the frnanclal for the separôte basrs, consolrdated basrs, or both El b Separate basre fl Consohdated basrs were the organrzatron's frn¿ncral statements audrted by an rndependent a If'Yes,'check a box below to tndtcäte whether the stâtements for consolld¿[ed basrs, or both il Separate basrs fl çonsoldated basrs. l{o 2ä comprled or revlewed on Yes a and separate basrs 2b No werê äudtted on ä sepäråte båsts, and separate basls c 2c o 3a b 3â No 3b Form 990 5) Additipnal Þata. $o.ftwarE S trÞ:r nf trurar e¡.Vc r,çio n¡:, ¡t .çtÌ.{r: 94.,1$ -1.9096.1,, ,Nàrfië:. ËVËä,6RÊËñ STUDIêS AND RËPORTS ON TOPICS SUCH LOBBYTNG. CL.A55 SIZË, ÀND EDUCATION 5PENDING COI4MUNICAT]ONS AND STANDARDS, UNION 5€RV!CEg PERSUASIVELY COMMUNICATÊ PUSUSHËD 12 MÔNTHLY UNION MËMBfRS ABOUÏTHËTR UPDAÍËÐ WËBSNE 8LO6 VTDËO5 vlËws pRoÞucËÞ 52 PURCHAËËÞ FACËBOOK ANÐ ËOOGLÊ AÐS TO ËXPAND RËACH VIA SOTTAL MËDIA AND INTËRNËT PI-ATËORM5 efile PROCËSS G SCHEDULE A Tr{iittn 4947(aX f ) nonexempt tharitable trust. Þ Attach to form 99O or Form 990-Ë2. ) I tzattons must com Ail The organrzatron rf not a prtvate n A church, qonventton of churches, or assoclatton of churches descrlbed ln A school descrrbed rn 3 tr A hosprtal or a cooperattve hosprtal $ery¡çe organtzatton descnbed 4 n A medrcal É D 7 M I I tr tr See tnstructrons. section I section f7o(bXlXAXi¡). tAtÞch Schedule Ent€r the hosptal's operated rn côn]unctroh wrth a hosprtal näffie, (lty unlt descnhed rn sectian t7O owned An organizatron that normally recerves a subst:nttal part general publrc descrrbed in of section Uo(b)(1XA)(vi). (complete Part II ) A communrty trust descirbed tn section 17O(b){1)(¿)(vi) , An âgnculturål research organrzätron descrrb¡d rn or unrversrty or normally recerves, more, related to rts gros$ cerlarn busrnesseg acqt¡rred bv åH b c d test for publ An organrzahon orgånized See the organreatrol afte¡'June section 509(ä)(4), rn f¡nês n or lts You ü tr lrrrth, rts: ts nof and ê r a, non-land granl colfege of agrrculture 5èË rnstïucttönË 1ûn 11 t2, -tr n tc one il tr thls rt rs 2 5 Opefl t(} Information about Schedule À (Form 99O or 99O-ÉZ) and its FOUNÞATION ÉVERGREEN f '2016 Cornplete ìf thå rrgãnizåt¡ón is ä Ë€ct¡on 501(c)(3) organizatlon or å åestlÖn 9e0ß2.) Part ÞLN; Public Gharity Status and Public Support (Form 990 or DcpirtnìT¡rt of ths f.:rEff,llllfillFË tr rntegrated, Ehter,the' determrnahon from the IRS that rt ts a fype supporttng org¿rnrzatron l, Type tI'Tyre III functronalty upÞbrted g is9¡ {iii} Type of orgånr2atlon {descrrbed on l¡nes 1- I0 abuve (see {¡Ðr,q! t:1ii!íi:$ (¡v) IË the ürgãnl¿aïan hstcd tn yÖur gÖverïtfl g document? {v} Amount of, firônetðry support (see tnstructrons) (v¡) ArnôunT çf,other 3¡rpport (se€ rnsLructrons) rnstruc,trons)) Yes No Total Förm 99C or 99O-EZ. on Act Notice, see the I No ll285F A (Form 990 or Schedule A (Form 990 or 990-ÊZ) 2QL6 1)(A)(iv) änd 17o( Support Schedule for Organizat¡ôns Descri (Cqrxpl ete on ly rr checked the If the farls to Part I or com I T2 2 3 furnrshed by a government¿l untt to the organrzatron wtthout charge Total. Add ìrnes I through 3 Thê portìon of total contrrbutions by each person (other than a Eovernmental unrt or publtcly 4 5 7Ll 74 7.729,24'l 3, r.88,870 supported organrzatron) tncluded on lr¡e I that exceeds 2% of the amount shown on ltne 11, column (f) 6 Public support. Subtr¿ct lrne 5 L4 t32 ! ,7 ort section B, Total Ca (or fiscel year 7 I 9 to 11 12 13 nning in) Þ Amounts from lrne 4 Gross tncome from tnlerest, drvldends, pãyment$ recetved on secunttes 1oans, rents, royalttes and incomê from srmllar sources Nat rncome frorn unrelated bustness actrvrttes, whether or not the bustness rs regularly carrled on Other tncome Do not tncfude gatn or loss from the salo of caprtal assets (Ëxplarn rn Part Vì ) Total support. Add llnes 7 through 3,188,870 I 44 12,7ô4 24,9e4 711 26,153 74,754 87,975 77,483 10,69s 17 1,506 I second, thrrd, fourth, or flfth tax year as a sectlon 501(cX3) organlzatton, >fl . Pu support percentage for 14 , coìumn Pubhc support percentage Prrblrc 4,030,73r t? ñirst five years. If the Form 990 ls for the organtzatton's Section C. Com 3,244,7t2 14,58 1,192 Gross recerpts from related actlvltles, etc here (f)ïotat (e)20 16 (b )2013 (a)20 12 t0 check thrs box and 14 1B Lt iI, 15 lrne 14 is box rd not check the box on lrne 13, and ltne 14 ¡s 33 1/3olÒ or more, l6a 33 r/3Vo suPport test-2016. If the organt and stop here. The organtzatron quâ1tfr es as a pubhcly suppotted orgånlzatlon on llne 13 or 16a, and hne 15 ls 33 !/3o/o or more, check thts b 33 1/3o/o support test-20.tr 5. If the organrzatron drd not check a box 98 220 olo 93 590 % g ! 17a >ú b >n $upported ôrgantzatton 18 private foundation, If the organrzatlon r nstrucfto ns d¡d öot check a box on lrne 13, 16¿, l6b, L7¿, or 17b, check thrs box and see >m ule A fform 99o or 990-Ezì 2016 Schedule A (Form 990 or 990-EZ) 2016 Support Schedule for Organizat¡rñs D escribed n gêct¡on )( ) (Complete only rf you checked the box on lrne 10 of Part I or rf the orgðnrzâtron falled to quahfy under Fart Il" the oroanrzatron f¿rls to oualrfv under the tests ltsted þelow, please comolete Part II.) Part XII Í (or fiscal Yeaf 1 ing in) Þ e3 if (a)2012 { b)2013 (e)2014 (d)2ô1s (e)20 6 (f)Total (a)2012 tb)2013 (c)20 14 {d)ä015 (e)2016 (f)îotal 1 Grfts, grants, contrrbutrons, and membershrp fees recerved (Do not rnclude any "unusual grants ") Gross recerpts from admrssrons, merchandlse sold or servrces performed, or facrl¡tleg furnrshed rn êny êctrvtly thêt ts related to the organrzatron's tåx-exempt purpose 2 3 Gross recerpts from ¿ctlvlt:es th¿t ¡re not an unrelated trade or bçsrness 4 Tax revenuès levred for the organrzatton's beneflt and erther pard to or expended on rts behalf under sectron 513 5 The value of servrces or f¿ctlrtles furnrshed by a governmental untt to the orgåntzåtron wrthout charge Total. Add lrnes 1 through 5 Amounts rncluded on lrnes 1, 2, and 3 recetved from dtsqualrfred persons 6 7a b Amounts ¡ncluded on llnes 2 and 3 recerved from other than drsqualrfred persons that exceed the greater of $5,000 or 1o/o of the amount on lrne 13 for the year Add lrnes 7a and 7b Public rt. (Subtråct kñê 7c c a o on B. ïotal Support I (or fiscal year 10a h ning in) Þ Amounts from lrne 6 Gross ncofire from rnterest, drvtdends, p¿ymênts rece¡ved on secuntt€E loars, rents, royaltres and lncome from slmrlar sources Uorelated buslness taxable tncome (less sectron 511 taxes) from busrnesses acqurred åftêr June 30, 1975 c 11 1,2 13 14 Add Ines 10a and 10b Net rncome from unrelated buslness act¡vrtres not rncluded rn ne 10b, whether or not the busrness ls regularly carred on Other lncome Do not lnclude garn or loss from the sale of caprtal asseto (Explarn rn Pårt VI ) Total support, (Add knes 9, t0c, 11, and 12 ) First rs. If the check Section 15 l6 PubÌrc e organrzatron's frrst, second, thrrd, fourth, or frfth tax year as a sectron 50f(c)(3) organrzatron, >tr ènd C support p€rcentàgê Publrc support percentage Section D. Public Su Percenta tl lrne 8, umn (l) drvlded by lrne 13, column 2015 Schedule A, Part lll, lrne t5 15 16 utati f ncome lrìvestment tncome percentage for 2016 (hne 10c, colurnn (f) d¡vrded by lrne 13, column (f)) t7 lnvestment lncome percentage from 2015 Schedule A. Part IIl, hne l7 18 19a 331/3olo stlpport tests-2016. If the organrzetron drd not check the box on lrne 14, ¿nd l¡ne 1S rE more than 33 r/3o/o, ånd lrne mare thân 33 t/3o/o, check thrs box and $top here. The organt¿àtron quelrñes as a publrcly suppoÉed organtzåtlon !7 lB rs nöt >Ü bt 33t/3o/osupporttests*2015. Iftheorganrzattondrdnötcheckaboxonìrnel4orlrnelga,àndlrrìe!6rsmorethan33 L/lo/oandllnelBls 20 not more than 33 1/3olo¡ chÊck thls box ând stop here. The o19äntzètton qualrfres as a publrcly supported orgåntzatton Private foundation. If the drd not check a box on lrne 1 l9¡ or l9b, check thls box and see ule A lForm ggo or > tr >tr 2016 Schedule A {Form 990 or 990-Ë2) 2016 Page 4 ations com t2 cIf A 1 are I 2 have 2 3a Drd the orgânlzåtion have a supported ôrgånrzâtron descrrbed rn sectron 501(cX4), (5), or (6)r ånd (c) " answer below b 3a that each supported organrzalon queirfred under the publrc support tests under sectron s0e(a)(2)r If "Yes," descnbe n Part VI Drd the organrzatron confrrm or 501( and how sat:sfred m¿de the determtnatrcn ç 4a b c 5a b If "Yes," ëxplâtrt m Päft 7 vI whët cöûtrö¡s thâ organnatron put tû ptace äñëtìdñent to èhe þtgëntzing document) Type I or Type II only. Was any added or substrtuted member f¡ defrned rn sectron orga b 5b Dtd a wh¡ch drsqua o 5c the organrzetron's control) or the provtston of servrces or facllltres) to anyone 9ra rt of the chantable class benef¡ted by one or more of tts that also support or beneftt one or more of the flltng n Part VL ö other srftilêf päymênt t0 å subståntràl Ëontnbutrtr (deftned tn coltnbutof. or a 35o/o controlled entrty wrlh regard to a Schedule L (Form 990 or 990-Ê2) rson (as defrned tn €ectton 4958) not descrlbed tn hno 7? If I (other at any ttme durrng the tax year by ona or more dtsq ualrfied pefsons at m¡n¡gers and orgênrzattons desqrlbed tn seçtton 509(a)(1) or ( z) 12 If "Yes," ¡n 9a rn lrne 9a) hold a controlhng tnterest tn any entlty ln whtch the suppoÈtng deta¡l tn Part VL or mor€ had an (as p Was the orgänrzalron ceÉarn Type II sup answer ltne 10h below 7 "Yes," I of Was the Drd one complete rn the u¿ls that 5a part of a class already destgnated rn the event Drd the organrzatton provtde support ( than (r) rts suppoÉed organrz¿hons, (r) supported orçanrzatlons, or (u) other organrzatron's supported organr 4b If "Yes," answer (b) and ËIN numbers of the suppofted (u) the authonty under the was accomplshed (such as bY the tax yeaÉ a provde detail 10a the foretgn supported desprte beng controlled ar 4c Dtd the organrzatton add, substttute, or removè any supported org (c) below (É applrcable) Also, provde detail m tncludtng (r) the for each organûanþns added, subsîttuted, or rernoved, (tt) (tv) how org a n zahon's orga nØ n g docu me n t a u thona ng complete Pa¡t c you an IRS determrnatron under sectiöns not the organnatron used to ensure that all suppott 501(cX3) and 50e(a)(1) ar (Z)" ff "Yes," exqlatn m Part VI to the foreryn suppaÈed organaatÍon was used exclustvely Þrd the organrzatron make a b f 4a orgä sectlon substantral contnbutor? 9a 3c ? lf"Yds" ¿nd Drd the organtzatron have ulÈrmate control and drscretton tn decrdtng whether had such orgånrzatran? If "Yes," descnbe n Part VÍ how the nrzatton's organrzrng documentt $ubstitutions only. Was the cxzXB) pulposes? such u$e n Drd thè I I that all support to such organrzattons was Wes any supporled orgånrzàtron not organrzed tn th€ Unrted States ( pârþ l, answer (b) and (c) below checked 12a or 12b otfl c 6 3b Þrd the organtzatron ensure 9b rn ¡ne 9a) have an ownerçhrp tnterest tn¡ or denve any personal beneflt from, assets also had an IntereËt? If"Yes," provde detaú m Part VI. 9c excess busrness holdrngs rules of sectton 4943 þecause of sèctlon 4943(f) and all Type III non-functronally lntegrated supporttnq orEanlzatlons)? ( 104 Drd the organrzatron any excess buslness lroìdrngs rn the tax year? (Use Scl5edu/e C, Êorm 4720, fa determme the orgaruzatron had excess bustness holdtngs) À 10b or 990-fZì 2O16 Schedule A (Ëorm 990 or 990-EZ) 2016 Färt IV 1I a Page ân¡zations 5 ( Iee No Yes ilo Yes No Yes No Has the organlzatton accèpted a grft or contnbutron from any of the foilowrng personsl or Indrri*tly controls, ellher åloñe ortogêther wrth persons deÈ¡fftbed rn (b) and (c) vêrnrng body of a supported oì:ôanrzation? A person who dtrectly go. b c Êupporting A famrfy member of a person descr¡bed rn 1tâ llb (ai abover A 35ol¡ contr$llèd êntrty ô¡ á'për$ôil dsÉËrrbêd in tå) or (b) abover If "YeE" të ä¿ b; ar Þrd the dtrectots, ttustees, or membershrp ôf öne or mûre supported elect Et least a ma;orrty of the organrzatron'E drrêqtorË or trustees et all trrnes 1 tax yëär? the pawers dunng the tax year 2 t Dtd the organrzatron operate for the benefrt of any supported organrzaÈron other thEn operated, supervrsed, or controlled the supportrrtg orgântzðt'on? If "Yes, " explan thðt n cèrrßd out the purposes øf tha supported organuatrcn(s) that aperâtëd, beneftt or thø organ,zâhon ç. 1 2 II Werp a ma;orrty of the organrzatron's d¡rectors or trustees durtng the tax yeär each of the organrzat:on's supported orgãntzätton(s)) lF "Nor' tn þart VT supporttng organrzafuon was vested n the same persons that of dlrectors or trustees of or mênâgement of the supported organzatøn( s) I Þ. TIx I the of the frfth month of the organrzatron's and amount of copy of of of notrfrcatron, docum€nts tn effect on the date of ng prov¡ded? nol 1 2 Were any of the organrzatroh's offlcers, dr (s) or (rr ) servrng on thê govern¡ng body memtaned a close and conþnuous worhng ) appor nted or elected by the supported orgåntzåtton Tf "NO, " explatn n Fârt VI how the organ,zatron organtzailon(s) 2 3 By reason of the relatronshlp organtzatron's lnvestment year? If "Yes," descnbe tn tn and rn dr rale the sr-.rppoñed organrzatrons have a srgnrfrcant vo¡ce ln the use of the organrzatton's tncome or assets at a ll trmes durrng the tax âuppörted organaatrcns played n thts regard 3 IIT 1 Check the box nexÈ a I n used to satrsfy the lntegral Part Test durrng the year (ree instructions) The orga bErhe c 2 tr a the pàrent The organrzatron Actrvrtres Test Complete line 2 satrsfred belor¡r of tts suppoÊed organlzattons Complete líne 3 below a entrty Descrrbe ¡n Part vI how you supported a government entrty (see rnskructrons) (a) and (b) below. No Yes Drd supported organ organlzetlons and b 2ã Dld the ÞcttvtttÉs descr¡bed rn (a) constrtute åchvrtrés thät, but for the organrzatlon's rnvolvemênt, one or moré of the orgentzatton's supported organrzatton(s) wouid h¡ve been engaged n2 If "yes,,' explan m the re¿sons forthe organtzatton's pos,tton thàt Ês suPPorted organtzatron(s) would have engaged tn these acttwtres but for the organtzatton,s p¿rtil nvolvement 3 Perent of Supported 2b Organrzatrons Answer (a) and (b) betow, a Dld ihe organtzatton h¿ve the porÀ/er to regularly appotnt or elect a ma¡orrty of the offrcers, drrectors, or trustees of each of the supported org¿ntzättonsT Prowde detais ¡n Pàrt l/I. b Ðld the organtzat¡on exerctse a substanttal degree of dlrectron over the pohcles, progràms and açtrvltles of e¿ch of ¡ts supported organlzattons? If "Yøs," descrrbe n Paú Vî, ihe role played by the organzaton m thts røgard À Form 990 3a 3b or I 2016 Schedule A (Form 990 or 990-É2) 2016 6 llv I n rated 5O9( ä ) (3) Support¡ng Orgänizations Check here if the See ìnstrr¡ctions, All other 20, III Section A - Adjusted Net Income I 2 3 4 5 6 7 8 Net short-term capltal gatn I Recovenes of prtor-year drstnbutrons 2 Other gross rncome (see rnstructrons) Add hnes 1 through 3 Deprecratron and depletron 5 Portton of operattng expenses patd or tncurred for productlon or collectlon of gross tncomê or for managemêntf consêrvatton, or mêrrìteÌìânce ôf Þropêtty held for productron of rncome (see rnshructrons) Other expensês (see rnstruclrons) Adjusted Net Income (subtract ltnes 5, 6 andT from 7 lrne 4) Section B - Minimum Asset Amount I Pnor Year (B) Current Year (optronal) Aggregate falr market value of all non-exempt-use assets (see rnstructtons tax yeär or assets heìd for part of year) â Averäge monthly vålue of secuntres 1â b Average monthly cash bâlånces Ë Farf markel value of other non-êxempt-use assets d Totat (add hnes la, lb, and lc) 1b 1c 1d Ê 2 2 3 4 5 3 6è€ 4 5 6 6 7 "T I I Currenl Year I 1 2 2 3 3 4 4 5 5 6 6 7 rated Type III supPortrñg or9ànrzåtron (see Schedule Ä lform 99O or 99 2016 Schedule A (Form 990 or 990-Ë2) 2016 Pärt V Section Page Non-Funsti Type o Ìated izatipns (continued) Year 1 AmÒu 2 Amounts pard to perform åctrvrty thêt drrectly furtherg exempt purposes of suppoÉed orgênìzèttons. tn 3 4 Admrnrstratlve rd to Amourtts rsh rted t0 rd to se assets añounts 5 IRS rred 6 ôther dlstnbutrons escnbe tn Part See ¡nstructrons 7 Total annual dlstributions. Add lrnes 1 h6 B Dtstrrbutrons to ¡ttentlve supported organrzattons to whlch the organrzatron detarls rn Part Vl 9 I responstve emount dlvlded lrne 6 Lrne 9 amount Section ñ - Distribution Alfocations (see instructions) 1 rs Seë rnstructrons Dtstnbutable amount for 2Ot6 from Sectron 10 L¡ne on$ (¡) Ëxceso Dirtributions tii) de rdïstríb utions Pre-2016 (i¡¡) Distributable Anrount for 2016 Drstrrbutable amount for 20L6 from Sectron C, lrne 5 2 Underd¡strbutrons, f any, for years pnor ta 20L6 red--see r to 2016 tf cause 3 Excess drstrrbiltrons a b c d From 2013, Frôm 2014. e From 2015, f Total of llnes 3a thro e lred to underdtstrrbutrons of h lrêd to 2016 dlstnbut¿ble amount Carryover from ?011 not applred (see ars i I nstructr o n Remarnder Subtract lr¡es and 4 Þrstrtbutrons for 2016 lrom Sectton Ited a 3r to underdrstnbutrons b Appired to 2016 d¡stnbut¿ble c Remalnder Subtract 4a and 4b-.f+am 4 5 Rematnrng for years prror to fu 2016, rf any SubtractLnes 39 and4a from llne 2 àrnount 6 see rh Itnes 3h and 4b from tnÊ I see amount g th¿ n lons 7 Excess di 3¡ and 4c I Breakdown bf lrne 7 b Excess from 2013, c d Exçess from 2014. ê I for 20L6 Remarnrng u cärryover to 20 17, Add hnes Ëxcess from 2015. Excess from 2016, A (Form 990 or 99 7 Schedule A {Farm 990 or 2016 Page 3 Part VI Supplemental Information. Prowde the explanatlens reqmred by Part II, lune 10; Part II, lme 17"a or Part line 12; Part IV, Sectlon 9a, 9b, 11a, 11b, and 11:; Part IV, El, lines 1 and 2; Part IV, Semen C, 2a, 2D, 3.3 and 3b,- Part V, lune 1; Part V, hne Part IV, Section D, lines 2 and 3; Part IV, Sectlon E, knee. Sectmn B, lune 1e; Partv SECthl?l D, Imes S, 6, and and Part V, SECUDTI E, lines 5, and 6. Also complete part for any additionillnfermetlon. (See Facts And Circumstances Test 990 Schedule A, Supplemental Information Return Reference Ex planetmn II, LINE 10 171,506 Schedule A {Form 990 or 990452} 2016 efile GRAPHIC print - ÞO NOï SCHEDULE As Filed Þata - PROCËSS ÞLN: 93493279lJo4187 Political Gampaign and Lobbying Activities C (Folm 990 or 990- 20L6 For Organrzations Exempt From lncome Tax Under sectìon 501{c}änd seßt¡on 527 )Çomplete if the organization is deccrÌbed below. )ARach to Fçrm 99O or 900-åu, f,zi' )Inforrnation äbôr¡t Schêdulë C (fôrm Dcll¡rrtrurrrt of the Trc¡:un Jnlçmrl ller r'nue Sen rt'e 99O ôr 99O-EZ, ånd ¡ts to Fublic Inspect¡on Operì www.lrs,oov/farm990. or on r V, line 46 Seçtton $01(cX3) organrzattons Complete Pafs l-A and B Do not complete Part l-C r Sectton 501(c) (other than sectron 501(c)(3)) organtzatons Complete Parts l-A and C below r Seoüon 527 organizatrons Çomplete Pañ I'A only lf the organizatton answêred "Yes" on Form 990, Part lV, Lrne 4, or Foírn 990-EZ" Pärt Vl, linê r Sectron 501{c}(3) organtzatrons lhat have úled Form 5768 (electrcn under secTlon 501 (h)) r Sectron 501(cX3) organrzatrons lhat have NOT filed Form 57BB 501(h)) lf the orgânizätron ônswêråd "Yês" on Fôrm 990, Pärt lV, Llne 6 (Proxy Tax) (see sêpåråte tnstructtons), then r Sectron 501 or tzatrons Name of the organtzatron complete Part l-B Part lt-8 Do Part ll"B not complête Part ll"A Part V, lanê 36c Part lll nu EVERGRÉEN FREEDOM FOTINDÂTION 6961 Part l-A 1 2 3 Provrde a descnptron of the organtzatron's dlrect and lndlrect polrtrcal cam if the anization is exempt u er c) or a secti anization. 27 rt Pohtrcalexp'endrtures > ¡ iD Volunteer hours Part I-B if the organization Íe exempt under section L Enter the amount of any excrse lax tncurred by the 2 3 Enter the amount of any excrse tax rncurred by orqanrzaûon If thê organrzatlon rncurred a sectron 4955 tax, dld lt flle 4a Was a correctlon made? seçtton $ 4955 $ [.v*" I.v*" üuo Lno Part I-C t drrectly expended:Þy thc frlng 2 Enter the âmount of thÊ functron attrvrtres 3 Total Þxémpt fuhctron expÊndrtut'Ëg 4 5 Drd the ilng s 527 exempt $ organrzatron flleForm 11 that fund or a polrtrcal actron on ñorm lI20-POL, linê,17b L and Ënter thÞ names, addiesseÉ (a) excmp! funeüon arilvtbes (PAC) $ ff Y". il ¡¡o (ËIN) of all Sectlon 527 pôlrtrcaì orgãnt¿attons to whlch the frftng the amount pard from the fllng organlzatron! fu¡ds Also enter the amount reclly dehvered to a separate polrtrcal organt?åtton, such as a separate segregated I space ls needed. provrde rnformat¡on ln Part IV (c) Narne EIN {d) Amount pard from frlng orgenrzatron's funds If none, enter .0. (e) Amount of polrttcal contnbutrons recerved and promptly and drrectly dehvered to e sêpåråte polrtrcal organrzatron lf none, enter -0- 2 3 4 5 6 EGE rngttuctronS form 990 or Cat No 500845 schedulo G (Form 990 or 990-EZ) 2016 Schedule Form 990 or 990- C 016 ?art !I-A or9a n e2 is exempt under sect¡on 501 under and rf tha filrng organtzåtlon belonqs to an ¿fflhated group (and ltst ln Pert IV e¿ch affrlr¿ird group member's name, address, EIN. expenses, and share ol excess lobbytng expendttures) ilrr Limits on Lobbying Ëxpenditures group (The terrn "expenditures" nreans amount$ paid or incurred,) Ia b c d e f Tolal ìobbyrng expendrtures to rnfluence publrc oprnron (grass roots lobbyrng) Total lobbytng expendrtures to lnfluence a legrslatrve body (drrect lobbyrng) Total lobbyrng expendrtures (add lrnes 1a and 1b) Other exempt purpose expendrtures Total exempt purpose expendrtures (add hnes 1c and 1d) Lobbyrng nontðxable colurnns ¿mount Enter the åmount from the followrng t¿ble ln bolh If the amount on line le, column (a) or (b) is: e Tot over $500,000 )ver $500,000 nontaxa 356,152 e of the amount on buÈ nÖt ôvèr 91,000,000 l5o/o th¿ Jvêr S1,000,000 bur ûot over sl,500,000 f,ver $1,500,000 but rùt oyer 917,000.000 Jver 517,000,000 g h i j GrassrooÈs nontaxable ämóunt (enter 25% of lrne lf) 89,03€ Subtract lrne lg frorn ltne la If zerc or less, enter -0Subtract lrne lffrom llne 1c lfzero or less, enter -0If there rs ãn åmôunt other thðn zero on elrher lrne th or llne 1r, dld the sectron 4911 tax for thrs year? form ff v"" il 472O rêp0rtrng ro 4*Year Averaging per¡d¿,U¡der sect¡ofl 501(h) (Some organ¡zations that mãde a section 501(h¡ election do not have to complete all of the five columns below; $ee lhe separate instructions for lines 2a through 7f.) d Þurin 4-Year a) 2013 2a nontaxable am 2õ3,188 2014 26û,581 (c) (d) 201s 2016 (e) Total 356,t52 290,466 Ing cellrng ämount b 50 Total d Grassroots nonlaxable amoú¡nt eG Grassroots lob n I 3,035 17,332 18,736 30,189 8e,292 65,797 65,1,¡5 72,617 89,038 292,597 ¿mount 50olo 1,170,387 1,75 5,sB of lrne c f {b) Period 438,896 e 1,724 28,937 r4.989 72,637 c rm 990 or 990- 58,287 2016 m Schedule C (Form 990 or 990-Ë2) 2016 Paqe und€r sèct¡on 501 (c)(3) änd has NoT filed Complete if the organization is exem rm 68 un For each "Yes" response on Ìtnes 7a through 7t helow, provde n Part ÌV a detatled descnptrcn of the lobbyng (a) acttvtty 1 to tncludrng any to nron VoÌunteers? b P¿rd c Medra adveftlsementsT d to members, legrslators, or the publrcr Pub catrons, or pubhshed or broadcast statements? Grants to other organrzatrons for lobbyrng purposesT I I h Matltngs Þrrect contact wrth legrslators, therr staffs, government offrcrals, or a legrslatrve bodv) Rallres, demonstratrons, semrnärs, conventrons, speeches, lectures, or any srmrlar ñreâns? ¡ Other actrvrtresz Total Add b c d m¡tler or staff or mànägeíìênt {rnclude cornÞensètron rn expenses repôrted on lrnês lc throqgh 1r)7 t 2a Amount or ence a IegrsTairve a e I No DlnnE 3 lrnes 1c through 1r Dld the actrvrtres rn hne 1 cause the organrzatron to be not descnbed ln sectron "Yes," enter the amount of any tax rncurred under Eectton 4912 "Yes," enter the åmount of any tax rtrcurred by organrzatron manãgErs If the ñltng orgànrzatron rncurred a seciron 4912 [ax, dld rt flle form 4720 for If If Pärt XII-A Complete if the organization is exempt cX4), sertion 50r{c)(5), or section 501(c} 6 Yes I z Were substantrally all {90olo or more) dues recerved nondeductrble by meräþers2 D¡d the organrzatron make only lnrhouse lobbyrng expendrtures of $2,000 or lessr, 3 Drd the organrzatron agree to carry over ìobbyrng PäTt TIT.B I Complrtë ¡f thö orgâilization is and if either (a) FOTH Part cal expendrtures a 2 the prror year? 3 section 01(c){4), seËt¡Ön 1{c) 5), or sect¡on 501(c)(Õ) are ansì^fered "No" OR (b) Part IfI-A, fine 3, is lines ,'' Dues, ässessments ãnd srmllar amounts lrom members Sectron 162(e) nondeduÇtible lobbytng aríd po trcal expendrtures (do not include åmounts of political 2 No I 1 expensÞt for which the section 527(1) tax was paid), ?t 2a Current year b 2b 2c c 3 sêctrÖn 162(e) dues what portron of the excess does 4 3 le lobbyrng and polrtrcal 5 4 Taxable amount of Part and polrtrcal expend (see rnstructrons) 5 XV Provtde the descrr tnstructlong ånd Return Reference urred for lrne 1, Part ì-8, Ine 4. Part J-Ç, llne 5, Parl II-A (affrlrated group hst), part II-A, hnes addttronal ¡nforrnatron I and Z (see f;xplanatron Schedule C lForm 990 or 99082) 2016 ÞLN: 93493279004r87 Às Filed Data - SCHEDULE D OMB $upplemefltal Financial Statements (Form 990) No 1545-0047 20r6 Þ Complete if the organization answered "Y€sr" on Form 990, Part lV, line 6, 7, 8, 9, 1or LLa, LLbr llc, lld, 11e, 11f, l2a, or l2b, Þ Attach to form 990. Dr'¡rì tun('¡rÌ d f lhè'l'f (',ì)nfi Inforrnation about Schedule D {Form 990) and its instructions is at Itrlrttiñl RÈ\ùRun Srñ ¡r.c Narne of the organization Open to Puþlic Inspection FVERGRËÉN FRËËDÖM ÊOUNDAÏION Organizations Mä¡ntä¡ning Dortor Advised Fuads or Other Co lete rf thê 0 ilar Funds ðnswer€d "Yes" on Form 990 Pad Ðonor advrsed funds I Total number at end of year 2 Açgregate value of contnbutrons to (durrng 3 Aggregate value of grånts frôm (dunflg year) q ye:r) Aggregatr vå1ue ät end of year 4 5 the organrzatron rnform all donors and donor advrsors rn wnt¡ng that the essets held funds are thê ôrgänrzätron's property, subject to thê orgäntzåtron's excluslvô 6 Þrd Ìhe organrzatron rnform all grantees, donors, ênd donor advtsors rn wrtttng used only for charrtable purposes and not for the benefrt of the donor or donor conferlng rmpermrssrble pnvate benefrt? Drd If Part I Conservation Eâsements. Com ves il ell that m of an hrstoncally rmportant land area on of a ce¡trfred hlstonc struclure Protectron of natur¿l habrtat Preservatron of open space ä b Totäl numbêr of (onåervätiôn eå$Êrnents c Number 0f consêrvätron Éäsements on d Number of conservetron easements struçture lsted rn the Nat¡onal Regrster a tfred conseruatron rn the form of the Year Held at 2a 2h Total acreage restrtcted by conservatton easements 2c structu rê å after 6/l not on a hrstonc 2d rshed. or termrnated by the organtzatton durtng the Number of conselva[ron easements mod 3 il PäTt TV hne 7 Preservatron of land for pubhc use (e g , recreatron or Completè Lnes 2¿ through 2d rf the organtzatron held easement on the last day of the tax year 2 other the Puryose(s) of conservatton eå$ements held by the orgðnr?åt,on I ff I ilY"t nuo bÊ tåx year > 4 Number of ståtëe where property I Does the organrzatron håvê å and enforcement of the 6 Staff and volunteer hours 7 Amou¡t of expenses I Does each and sectron 170(h)(4 I ln Pärt rs locäted > monrtodng, rnspechon, handltng of vtolatlonS¿ monrtonng, Iv." üHo handltng ol vtolattons, and enlorctng conservaíon easements dunng the year handlrng of vrolattons, and enforcrng conseryatlon easements durtnç the year t Þ$ balance the Part IItr on lrne 2(d) above satrsty the requtrements of sectlon 170(hX4XB)(t) E Yr" Maintafning Collections of Art, Historical Treasures, or Other Similar Assets, IV e8, on answered under SFAS l1 6 (AsC 958), not to report tn rts levenue stabement and balance sheet works of lar assets held for pubhc exhrbttton, educatton, or research ln further¿nce ol pubir< gefvlce, the footnote to tts ftnanctal statements thal descnbes these ttems perñì Itted under SFAS 116 (ASC 958), to rÊpon rn rts revenue statement and balance sheet works of art, or other s:mrlar ¿ssets held for publtc €xhtbttlon, educahon, or reseerch rn furlherance of publlc sèfvlce, provtde the foltowrng amounts relattng to thesë tterns ta If the organrzahon e art, hrstoncal tteåsures, or provrde, rn Part XIII, the b (i) Revenue rncluded on Form 990, Part VII¡, ltne (iilAssets ¡ncluded tn Form 990, Part 2 >$ >$ t X If the organreatton recetved or held works of art, hrstoncal treasures, or other slmtlar agsets for Ênanctel gatn, provtde the followrng amounts requrred to be reported under SFAS 116 (AgC 958) relattng to these llems a b For Ll r" conservatroh eãsements tn tts revenug and expense statement, and text of the footnote to the organtzatton's flnanclal staternents that descnbes easements descr¡be rnclude, Revenue rncluded on Form 990, Part VIII, Lne Assets rncluded rn Form 990, Part >$ >$ 1 X 94e Instruct¡on$ for form 990, 522830 ê Schedule D (Form 990) 3 2016 page 2 Ustng the orgânrzåtlôñ's acqursrtrÕn/ accessron/ and other records, check any of the followlng thåt åre a srgnrfrcant use of Ìts colleçtlon rtems (check all that apply) a Ü Publ¡c exhrb¡tron b-----,'eEôther LJ Scholarly research c I Preservatron lor future d n Loan or e¡çf¡ange progrems. qeneratrons 4 purposê rr1,. Ë l- PäÉ TV Complete rf the organrzatlon answered "Yes" on Form 990, Part IV, Irne 1a Is the organrzatron an agent, truslee, custodran or other rntermedlary for contnbutlons or rncluded on Form 990, Part X: fJ ff "Yes,'' explarn the arrangement ln Part XIII and complete the followlng table c Begrnnrng balance 1c d Addttrons durrng the year 1d e Dtstnbuttons durrng the year 1e î Endrng balance 1f b Drd XIII Check here rf the explanatron f ndowment Funds. Complete lf the LJ ¡to Y*. fJ n" Amount fl the orgänrzåt,rn lnclude an ¿mount Òn Form 990, Pert X, lrne 21, for escrow or custodr¿l account lrabrlrty: ¡f "Yes,'' explarn the arrangemant rn Part Part V Yes nt on Form 990, Part 2l b 2ë LJ lscrow änd Custrdial Arrangements. v*" been provrded rn Part XIII Ilo n on Form 990, Part IV, lrne 10, nrzatron answered (c)Two years back {ð }gurrenL^year {d)ïhree years back back 1a Begrnnrng of year balance b Contnbulrons c Net rnvestment eårhtngs, garns, and losses d Grants or scholarshrps e Other expendrtures for facrlttres and progrâms r Admrn¡stratlve expenseg s Ënd of year b z Provrde the end balance (hne 19, column (a)) hef d as :t Board desrg b Permanent endowment > c Temporartly restrrcted endowment Þ The percentages on ltnes 2a, 2b, and 2c should equal 100% Are there endowment funds not rn the possessron of the organrzatron that sre held ¿nd ¿dmrnrstered 3a orgänrzåtron by For the Yes j {i) unrelated organtzattofis (ii) related organrzattons b 4 If "Yes" on 3ã(r), are the related organrzatrons llsted as raqurred on Schedule R? Descnbe tn Pàrt XII the rntended uses of the organlzatron's endowment funds Pärt VI länd, Bu¡ld¡ñgs, rf the Descnptton of property 3b Ëquiprnent. IV (a) Çcst çr olher basrs (rnveslrììÈnl) lr (b)Cosl or other baçrs (other) la Land b Eulldrngs c LeaEehold tmprovements d Equrpment e Other Total. Add ltnes 1a through 1e No 3a(i) 3a(ii) must Form X, (dJBook v¿lue 600,527 232,342 368,225 146,042 130,,239 15,80l 37,8O4 ( (c)Accumulated deprecrãtron lne 1 2, S01 1 Schedule D (Form 99O) 2Of6 3 ( l)Ërnarcral denvatrves sgt¡rty rÐtcrè5ìà (F) (G) (H) Iótål- hde t2 on 0esíp!on tnvesìment Book vålue CosÈ or 17) {b} m6ì ênuâl Fa¡m lolå1, Pan X, cal (Ðj ttÃe t3 t Part lX {3) (4) 1le or 1l on (b) 1. I êook value ncome (2) (l) (4) ts) (ó) (7t (8) (e) IÞbl, (Coluc¡n lþ) musl flua¡ fo¡flt lure 25 text to 2. þåbrl,ty for uncert¿,n ta¡ postùons 1^ Part X.lllr orgèn1zèìroo'F ¡àhrlrty fqt unçeûårn t"x postltgñ€ under FIN 48 lAsc 740) Checl he.e 1f argånrzetron's ftnansål sl¡temeDts th.t Gports tÀe te¡t of the footnote has bePn prcvtded tn Pãrt XltI thÈ Schadule D H (Foffi 990) 2016 Schedule D (Form 990) 2016 4 Reconc¡l¡ät¡on per na n na 9 L Tobal revenue, gårns. and other suppôrt per audrted frnanoal statements 2 Amôunts rncluded on lrne 1 but not on Form 990, Pärt VIII, lrne 12 a Nel unrealrzed garns (losses) on tnvestments b Donated servrces and use of f¿crlrtrës 2b c Reqovertes of prtor yÊar grarìts 2c d Other (Descrrbe rn Part XIU € Add Lnes 2a through 2d SubtraÉt lrne 2e from llne 3 ) .2e , I . 1 i¡ Investment expenses not rncluded on Form 990, P¿rt VIII, lrne 7b 4*.. b Other (Ðescrrbe rn Part XIII 4.b c Add lines 4a and 5 4b ) 4c . Toi¡l revenue Add lrnes 3 and 4c, Psrt XII f 2 (Thrs must equal Form 990, Part I, Reconcillation of ExpenseË per Aud¡ted Com ìf the nrzatron a 5 F Ståtements Expenses per Return. IV Irne 12a Total expenses ånd lossês per audrted flnanclal stätements L Amounls rncluded on lrne 1 but not on Form 990, Part IX, lrne ?5 a Donated servrces and use offacrlrtres b Prror year ådlustments c Other losses 2c d Other (DescrrbE rn Pårt XIII ¿d e Add llnes 2a through 2d 2b ) 2e t Subtract lrne 2e from lrne 4 ä Amounts rncluded on Form 990, Part IX, hne 25, þu*'not on 'lrne 1r fnvestment expenses not rncluded on Forrn 990, Pðrt VIII, lrnËb 4a b Other (Descrrbe rô Part XtU 4b c Add lrnes 4a and 4b 5 Irne L2a Part 2a . Amounls rncluded on Form 990, Part VIII, hne 12, but not on llne 4 rft Tot¿l e Part XIII I ',i 3 t ) 4c nses Add llnes 3 ¿nd 4c. equål 990, Part I, ltne 18 ) 5 Info Su Provtde the descrrptrons requrred Part V hne 4, Part X, lrne 2, Part Return Reference III, irnes 1¿ and 4, Paft lV, l¡nes lb änd 2b, ìrnes 2d and 4b Also complete thls part to addrtronal rnforrnatron Expla natron Schedule D (Form 990) 2015 . ': Schedule (Form 990} 2015 Page 5 Part - Supplemental Information (continued) Return Reference Explanation Schedule {Form 990} 2016 efile GRÀPHIC print - ÞO NOT PROCËSS SCHEDULf G {Form 990 or 990-EZ) DLN¡ 93493279OO41A7 OMB No 1545-0047 Supplemental lnformation Regarding Fundraising or Gaming Activities Complete rf the organrratron answcred "Yes" on Form 990f P¿rt lvr hne3 t7t Lq ü 19r or It the organr:âtron entered ntore than 9l5.o0o on lorm 99o-EZ, lrne 6a Þ¡tt¡.h tÐ Forft 990 ôr Forrh 99o-Ez, Scftedule G 99O or and its r¡structlonJ ts ãt www ,¡s D{Partnrerìl rrl' llre'l'rcirrun fntrnral lìcr rnrre Scn rue of As Filed Þata - 2016 Open to Pu Inspection c orgåntzåtron r EVERGREEN FREEDOM FOUNDATION 94-3136961 Fundraising Activities,Complête lf the organrzafron answered "y es" on Forn 990 Form 990-ËZ fllers are not requrred to complete thrs part, ]ru lndlcale whether the organrzatron ratsed funds through any of the followrng açtlvttìes 1 a ffJ t*arl solrotatrons b fi I ffi Internet and emall sohcrtatrons c d ?ä e ffi f I g I Phone solrcrtattons Sollcltat¡on nf nçn4govetnrneß- çrånts Sohotatron of governrnent grãnts Specral fLrndrarstng evsntË -: , In-person solrcrtatrons Dtd the organtzätton have a wrrtten or orål agreement wrth any rndrvrdual (rncludrng offcers, drrectors, trustees or key employees llsted ¡n Form 990, Part VII) orentrty rn connectron wrth professronal fundrarsrng sÊrvtces? MJ V." If "Yas," l¡st the ten hlghesÌ patd rndrvrduals or entttles (fundrarsers) pursuant to agreernents vnder whlch the fundrarser to be compensated at least 55,000 by tha orqanrzatron b (Í) Name and ¡ddress of rndrvldual (ii) Acuvrty (iii) Þrd fundr¡lser hnvg custody or control of or entrty (fundrarser) {iv} Gross r€cerpt$ Yee 1 AMERICAN PHITANTHROPIC 18 N CHURCH ST 2 3 (v) Anrount pard to (cr retatned by) from actrvrty ' fundrarser îlsted ln col (i) cöntnbrJtróns? 2 IV¡ lrne 17. flno ¡s (vi) Amount pard to (or relarned by) orgäntzattôn llo :ONSUtT¡NG 60,813 -60,813 37,572 -37,572 23,310 -?3,310 19382 CASTLËRAINË INC 67 TAL.AI-4ORÞ TRAIL )HONË CALL IRËNË ËNDICOTT :ONSULT]NG 617 143RÞ ST NW No " 5 7 9 Total 3 72L,695 LlEt all states ln lvhlch the organtzatton ts regtstered or lrcensed to sohcrt contrtbutlons I t censr ng For Paparwotk Reduction Act l{ottce, see the fnstruct¡ons for form 99O or 990-EZ. - 121,695 or has been notlfred tt ts exempt from regtstratron or Cat No 50083H Schedule G (Form 99O or 990-EZ) 2016 e2 Schedule G Form 990 or 990-Ë2) 2016 II Fart Fundraising Events. Complete rf the na "Yes'' on Form 990, Part IV, lrne 18, or reported móre buttons and gross tncome on Form 990-Ë2, llnes 1 ãnd 6b, hst events wrth thän 1 Gross recerpts 2 3 Gross rncorne (lrne 1 mrnus , Less Contnbut¡ons. llne 2) 4 5 g) çt rt 6 ç. ¡þ C¿ 7 rd uq) I 9 Õ Cash pnzes Noncash pr¡zes Rent/facllrty costs Food and beverages Enterta¡nmenl Other drrect expenses 10 Dtrect €xpense summary Add ltnes 4 through I rn 1l Net rncome summary Subtract ftne 10 frorn lrne 3, column (d) Pärt ll! Gaming. Complete rf the organrzatron red "Yes" on Form on Part IVr Jrne 19, or reported more than $15,000 Itne 6a o (c) Other oamrng I o (d) Total gamtng (add (a) through col (c)) col G} cr t Gross revenu€ . th ö U' 2 ç a C¿ x 3 LU a(, 4 Çash pnzes Noncash pnzes Rent/facrlrty costs E Ð s Other drrect exÞenses ! ves l{o 9 Entêr the n n Y€$ 6/o No Irnes 2 through 5 rn column (d) 7 Dtrect expense Net üNo -:/9. nc0me gum lrne 7 from e column d the organrzatron co¡ducts gämrng actrvrtles a Is lhe organrzatron lrcen¡ed, to conducl gamrng actlvlt¡es rn each of these statesr b If !v"s I ¡¡o "No," explarn 10a Were any of the organtzatron's b If "Yes," explatn gamrng lrcenseE revoked, suspended or termrnaled durrng the tax year? ilY*' ilHo Schedúle G (Form 99o or 990-ËZ) 2016 Sçhedula c tFbrn 990 or 990.Ë2) 2016 Ê¿se tl Þéê's '1r. ls the o¡genìzatron e grêntôr, bénèflcmrf tir lrustee of l.3 a b 1A tbd orgänrzátron conduct ganu ng. actf vqhês a for¡r.ed l.o,edmrnrËter èhgntaþl,egqmr¡g: : iridjFFtÞlitt,@,rperÈentaqe of g¡rirrngipctiVlty. cond ucted, rn trusl'irf å.,thèniber,of a þittnêrshi¡.r11 5¡¡'6Ë.éhtity The,organuatron's f.aarlrty .8/.a, An,egtçrde f¡ç] ¡ty EitËer:;lig']narnè:and,6ädress of the person who p¡epares,rth.e.or.gan¡zgttofi:rg:EEmtng/sFaçral Nam¿,Þ AddrCs'lÞ l$a Does the organreaùon have a eontract wrth a thrrd paÉy from whom the orEanruðtron revenue? b If c If "Yes," enter the amount of gamrng rev€nuê recerved by the organlzatron amount ol gamlng revenuç retalned þy the thrrd party > $ "Yeg," Êntër nåme and ¿ddress Name t6 Þ üv"* üHo I ofthe thlrd party Þ Address Þ Gamrng manager rnformatron NäihêÞ Hl øiràì*tor,¡off,u*ri ,,t?' lhe ga$¡,ïp pioceèds to a b Fært tc other exêrRpt:óqanÉatrôtle ôr.sp'êrlt .il..ir+q il.rlr, IV tnfornatron (sêe Return Reference 3 Ë;teo,, .ü ro ì¡lith'riùiniêinùêis? Hxplanatron Schedule G (Form 99O or 99O-Ë2) 2016 ef¡Ie GRÀPHIC nt-DO ss As Filed Data - Schedule J (Form 990) Forcertain ôfficers, Þirector*, Ìrustees, l(ey Employeea and llighes-l Compeneåted Ëmployees Þ Complete lf the organlzatlon answered "Yes" on Ëorm ggQ Þart lV, llne 23. Þ Áttach to Form 990" > Inf orÌlåtion about Schedule 1 (Form 99o] and its instructionti$ at www.llt,..tioy lferlytg9q. Gpen to Fubtic 1t Nanre of the orgÐnrz¿tton EVERGR EEilI Part I FREEDOM FOUI¡DATION Quest¡ Regãrdi q0 n Yes 1ã T trst-class or ch¿¡ter travel ¡ Travel for companrons T Tðx ldeilnrfrcåtron äñd gross-up päyffents f- Dtscfettona¡y spendrng ãccÕuÌìt b 2 Nb check the approptåtþ box{es) rfthe organrzatron 990r PãrtVII/ Sectton A, ttne l¡! Cômplete P¿rt f F Health orsocr¿l clul¡ dues ot rntttåtron leas Personal servrç€g (e ç , mard. chauffeur, chef) If any of the boxes rn lrne 1a are clrecked, dld the orgånrzation fólloy/a wntteî Êþlrcy regard,ng payrrìerlt or ¡etmbursemenl of prOVrsrorl ofall oflhe eXpeñ5e$ deçcñhed AbOVe? ¡f"No," corrplere Parl IIl tO eXplãtn D¡d the ofgantzaItoR reqil]re suþstantrðfroR plofto ÍerrnbursrRg or allowrng expeû5es rncurred bV âtl dtrectors, ttustees, oFltcers, tncludrng thc CEolExecuttve DrrÈctorr regarcllng the ltÈms che(k€d tn llne 1.ã? 1b 2 Indtcate whtch, tf any, of the fcllowtng the frlrDq organrz¿tron [¡sed to establrsh the compensåtron of th€ orgänrzåtrô!'r's CEO/Executrve DrrÊctor Ch€ck âll tliðt åpply Do not check ðny bôxes for methods used by a related órganrzâtron to estãblrsh compensatron of the CËO/ËxecutlveDtr€ctor, but explarn tn Pàrt If1 F f l: Compeilsâtroil cÒmmrttê€ Independent corïpensatron ùonsultant Form f T ¡ 990 of othel org¿nrzatlons Wntlen employment e.onttact Compensâtton survey or study Approval by the board or compensåttoñ commrttee Dil11ng th€ year, drd àny person lrsted on Form 990, P"3rt VII, Sectton A, ltne 1ã wrth respect to the frllng organrzatron or a related organt¿atton 4 a Recerve a severànçe pdymeot or ch b artrcrpàte lni or recerve paym€nt from, a supplen'ìental nonqualtfrecl rettrement plan? Pôttrctpäte ilìi or fecerve pâymeni fiom, an eqrrty-bäsed coltìpensåttôfl ärrångementT If "Yes' to any oF lrnes 4a-c, lrst the persons and provrde the appJrcable ailounts for e¿ch rtem In Part c ntrol pàym€nt? P 4a No 4b No Jlc NT III Only 5O1(c)(3), 501(c)(a), and 501(c)(29) qrga4ìzations must complete l¡nes 5-9. For pergóns lrrted on Fôrm 990, P¿rt VII, Secilof A, lrne lå, drd (he orgarì12iîtrôn påy or åôcruè èny cornpensðuon contrnqenl on the reveniles ôf 5 a The orgônrzatlanT 5a t\o b Any related orgãnrzatron? 5b No lf"Yes," on lrne 5a or5b, descrbe rÐ Parl tII For persons lrsted on Form 990, P¡rt Vl.1,,r Sectrorì comp€nsètton con[rîqeÍ]l on the net eafnrngs of a b 7 A,lrne l¡, drd the orçaDrzatton pðy or accrile any The 0rganr?atronT A ny r€lated orqånrzåÈlon7 if ''Yes," on lrne 6ð or6b, descr¡be rn P¿rl ilI For persons lrsted on form 990. Prrt VII. Sectron Â, Ir¡¡e 1a, drd the organrzatìon provlde any non-frxed p¿ym€nls not descñbed ¡n llnes 5 ancl 6z If "Yes," descrrbe ln Part ill I Were any amounts rrported on Form 990, Part VlI, pârd or accured pursuäìnf to a conlrâct that was subleÇt to the Inrttal contract exceptrOfl deScflbed rn Reçulètrons Se(tiOrr 53 4958-4(a)(3)z If"YeS," cleËCnbe rñ Pa.t III 9 if "Yes" on Ìrrre B/ drd the organrz¿tlon 6a No 6b No 7 No I No also follow the rebutt¿t>[e presumptron procedure descrbed !n Regulôtton5 sectr0n 53 4958-6(c)? For Paperwork Reductlon Act l{otice, see the Instructions f or Form 99O. c.rt No 50053T 9 schedule J (Form 99O) 2015 summit.- {Farm 9901161?? Page 2 Of?cers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duphcate comes If space IS needed. For 93th mmwdual WHOSE .comnensatmn be reported on Schedule 1. renort wmpensalrun the emamzatmn on :?aw and from retained omnnuatmns, described the an Iawhlj [In nu: any Individuals ma: are not izsted an Fun-n 99a, Part VII ?ute.T he sum ufcnlum?s {HHI1-{ur3fnr win listed Indmdua! must equal the total amount of Form 990. Pan IVII. Section A, line 1a.app1lcahle column (DJ am! (E1 amounts I'm that Indmdual Name and Title Breakdown of W-Z anamr 1099 must: conmenutmn Base on) me we a :Ht?nhve n: at sewn: tampematmn mnugnnuh?nu (C) Retirement ant} nth-er deferred cum pens anon No Max able"- f' Tut-3 of coiumns {??amfransanon ll'l [Emil-(E1) repnrled as deferred an Form 990 1 TM 5 135.73} 9,835 135547 {Form my 2015 Schedulenrmm 99m 2315 921923 Supplemental Information Prawns the Information, Bxpiannh?n, ur mquuctl for Part I, inn-2:5 4b, ?1c . 5a, 511,531, Eh1 7, mu; mam Pan 11' Also 1.1m pan for any Lnrolrnatmn' Return Hahn-rim I Expiamtim?l Ethaduiz 1 {Farm 990} 2015 As Filed Þata - SCHEDULE O (Form 990 or 990' ßzl Deplrtnreut ol úe Trenrun EVERGREEN DLN; $upplemontal lnformation to Form gg0 or 990-EZ Gomplete to BrovÍda informatlon for responses to specific questlons on Form 900 or Ð90-EZ or to provide any additional information, .Þ Attnch to Form 990 or 990-EÍ' Þ Informetion about Schedule O (Form 9ÐO or g9O-EZ) and lts s t1,6, to Itrspcction vtflô'l,v, FOUI{ÞATION 94-3136961 O, Supplementâl Informätion Seturn r Explanatron Referenec FoRM SS0, PAGË 2, pART ill, LINE4A OOMMUNICATION8 AND COMMUNIÍY SÉRVICËS DRAFTED AND AÏÊTHE FRIEDOM FOUNÞATION'S MISSION OF ADVANCING I LI MI TËD AëCOUNTAE LË GOVËRNMËNT, PUBLISHËD,I 2 SGRTBERS) PRODUCEDAND ATRFD ÇABIE TVADS tN WASHT S AtsOUT TIIEIR RIGHTS BILLBOARDS, POSTCARDS, RADIO, AND PËAKING ËVËNTS ÀftOUND THË STATË RTGULARLY WEÐSITE MYFREEDOMFOUNÞATION ÇOM WITH A94.039 VIHWS PBODUÇFD 52 EPI$ODH$ OF WHEKTY VIDHO INE AND VTDEO !tNl( EMATLED TO 11,970 CONTACTS) D REACHVIA ôOCIAL MEDIA AND INTËRNËT PLATFORMS JOURNALS COMMUNIC ANÐ SUg MEMBER SPEAKERS TÛ ô2 S POSTSIANÞ MA NTA NËD wtTH 151,000 98 AND 990 Schedule 0, Supplemental Informati?n Return Explanation Reference FORM INVESTOR RELATIONS ESTABLISHED TO INFORM AND ENGAGE POLICY MAKERS, COMMUNITY LEADERS AND PAGE 2. CONCERNED CITIZENS. ENCOURAGE THEM TO PROVIDE POSITIVE AND ACTIVE INFLUENCE OVER PUBLIC PO PART LICY TO PROMOTE THE FOUNDATIONS MISSION TO AN INCREASING AUDIENCE LINE 4D 9ÐO schÊdule O, SupplemEntâl fnformât¡on Bøtr¡rn Ref.eic..nrÊ' ,FöRM 93ö.i ,PAßE:6.i ,.f,ðRr.VJ' ,[tN-Ëil.{9,. 990 Schedule O, Supplemental Tnfomiåtiûn AND THIRÞ PARTY VËNDORS IË LAWSUITS ARË UNDËRTAKËN ENERAL GOUNSEL CHECKS FOR ANY PRIOR INVOLVEMENT THAT MIGHÏ INVOLVF A CONFLIÇT OF INTEREST IFA CONFT , ÏHË FOUNÐATION WILI NOT HNTER INTO THË CONTRACT OR THË G E L}T]GATION A LAWSUIT FAf,TY 990 schedule O, Supplementêl Xnformatiun , RËlurrl Ë,eferen.çg FöRM eg$;: ,.PêGE'6.i "P,ÂRTV¿ LlltË'il$.i{ Explàñt¡trôn þ 99!) Schedule 0, Sujpblement?a! Information Return Reference Explanation FORM 990. PAGE i5. PART VI, LINE 153 THE CEO OF THE FOUNDATION SETS THE COMPENSATION LEVEL FOR ALL NEW HIHES AND DETERMINES INCREASES FOR CURRENT EMPLOYEES 990 Schedule 0, Supplemental Inform?ation Return Explanation ReferenCe FORM INTERESTED PERSONS ARE GIVEN TO GOVERNING DOCUMENTS. POLICIES. AND FINANCIAL PAGE 6. ENTS VIA GUIDESTAR ORG AND OTHER SIMILAR WEBSITES, AND UPON WRITTEN REQUEST OR IN PERSON PART VI. PROVIDING DOCUMENTS IN PERSON OR BY EMAIL WE HAVE TWO REQUEST FDRMEI. ONE FOR THE FORM 990 LINE 19 ANDTHE SECOND FOR THE FORM 1023