t a.. . Extended to November .3. 15, 2016 OMB No 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) . Department of the Treasury Internal Revenue Sewice > Do not enter social security numbers on this form as it may be made public. A For the 2015 calendar year, or tax year beginning B Check II Open to Public Inspection ) Information about Form 990 and its instructions is at www.lrs.gov/form990. and ending 0 Name of organization D Employer identification number applicable $35335 $3.39 Evergreen Freedom Foundat ion Domg business as Freedom Foundat ion 'rg'i't'fr'r'i Number and street (or RC. box if mail is not delivered to street address) 94-3136961 Room/sune E Telephone number 5;?an PO BOX 552 1523'"- City or town. state or provmce, country, and ZIP or foreign postal code 360-956-3482 G Gross receipts $ $Tr$rrid9d Olvmpi a , WA 98507 DCSRW' F Name and address of prinCIpal officer.Tom McCabe pending same as C above I Tax-exempt status [E 501(c)(3) 3 , 502 , l19 . H(a) Is this a group return for subordinates? EYes [E No H(b) Are all subordinates included7EiYeS El NO [Z] 501(c)( )< (wart no.) 12] 4947(a)(1) or E] 527 J Website; p w . myf reedomf oundat i on . com K Form of organization; Di] Corporation [2] Trust [3 Assomation E] Otherb If "No," attach a list (see instructions) H(c) Group exemption number p I L Year of formation; 1 9 9 ll M State of legal domicnezWA 'anz 31 MIN GENNVOS [Part II Summary a, g 1 Briefly describe the organization's missmn or most Significant activmes To advance individual 1 iberty , free enterprise, and limited , accountable government . g 2 Check this box > 3 3 Number of voting members of the governing body (Part VI, line 1a) 3 14 g 3 4 5 Number of independent voting members of the governing body (Part VI, line 1b) Total number of indIVIduals employed In calendar year 2015 (Part V, line 2a) 4 5 l4 76 it; 6 Total number of volunteers (estimate if necessary) 6 20 E 7 a Total unrelated busmess revenue from Part VIII, column (C), line 12 7a 0 , El if the organization discontinued its operations or disposed of more than 25% of its net assets. b Net unrelated busmess taxable income from Form 990-T, line 34 7b 0 . Prior Year Current Year q, 8 Contributions and grants (Part VllI,Iine1h) 1 , 788 , 651 . 2, 41 7 , 7 1 2 . g 9 Program seNice revenue (Part Vlll, line 29) 3 3 9i 5 0 0 . 827 , 000 . 5 a; 10 11 Investment income (Part VIII, column (A), lines 3, 4, and 7d) Other revenue (Part VIII, column (A), lines 5, 6d, 80. 9C, 106. andV/X 1 7 , 144 . 24 , 990 . 26 , 153 . 77 , 4 8 3 . 2 , 170 , 285 . 3 , 34 8 , 3 4 8 . 3 g 12 Total revenue - add lines 8 through 11 (must equal Part VIII, coJu 13 Grants and Similar amounts paid (Part IX, column (A), Ii , BSQYE-XN .V; 14 Benefits paid to or for members (Part IX, column-(A , line49// ' '7 1.06 t 756x b Total fundraismg expenses (Part IX, column (D), line 25$ 17 b 0 . 0 . 0 . 1 , 204 , 629 . 17 , 017 . 1 , 661 , 675 . 3 4 , 140 . 989 , 965 c 1 , 113 , 508 . /,2i2x,839;212 . Other expenses (Part IX, column (A), lines 11a-11d, 11(-24e)%fx3*ir"t3W 18 Total expenses. Add lines 13-17 (must equal Part IX, column'(/5$Iineb&3) 19 Revenue less expenses Subtract line 18 fromline-12 3495165, 2 , 211 , 611 . <4 1 , 3 2 6 . > Beginningol Current Year 1,250,661. 228 . 90l . 5% $$ 20 Totalassets(Par1X,line16) .553 21 Total liabilities (Part X, line 26) 25 22 0 . Killx 15 Salaries. other compensation, employee benefitsXPa 4X, colum (fWines 5-10)/X'T 163 Professwnal fundraismg fees (Part IX, column (A), Rep 19) $Q ,4/(6 6, .', gm r.t(ATriii'Jdei12)iWx Net assets or fund balances Subtract line 21 from line 20 2 , 809 , 323 . 539 , 025 . End of Year 1,731,562. 197 , 860 . 1 . 021 , 760 . 1 , 5 3 9 , 7 02 . (Em ll 1 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Decl otprepar r oth //m Sign Signature of Micer Here // than officer) is based on all information of which preparer has any Knowledge. - a Tom McCabe L Chief Executive Officer . Print/Type preparer's name Preparer Use Only ll ' //- /Ca Date Type or print name and title Paid i 7' David A. Coates, grepajr's 99% CPA Firm's name 5 Frost Sc Company, Firm's address > P O Box 7 6 0 9 Olmpia, WA g 1 59- P.S. Date Shank D (MT 11/03/16 sellemployed I 98507-7609 PT'N P00004144 Firm's EIN; 91-1136436 Phoneno.(360) May the IRS discuss this return With the preparer shown above? (see instructions) 532001 12-1645 786-8080 Yes LHA For Paperwork Reduction Act Notice, see the separate instructions. I2] No Form 990 (2015) 66511 % I 1 meemumna Evergreen Freedom Foundation 94-3136961 ayez [ Part III I Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part III 1 IE Briefly describe the organization's mtssronz To advance individual libertyy,free enterprise, and limited, accountable government. Did the organization undertake any Significant program serwces during the year which were not listed on the prior Form 990 or 990-EZ? If "Yes," describe these new servrces on Schedule 0 DYes II] No Did the organization cease conducting, or make Significant changes in how it conducts, any program semces? DYes [X] No If "Yes." describe these changes on Schedule 0 Describe the organization's program seNice accomplishments for each of its three largest program seNices, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are requwed to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program serwce reported. 4a (Code ) (Expenses s 1 t 4 6 6 t 9 57 a including grants ofs ) (Revenue $ 827 t 0 0 0 e ) Economic and Union Reform Policy; Engaged citizens to protect the free market, individual liberty by promoting limited, transparent, and accountable government, with an emphasis on informing public employee union members of their rights. Published 31 op ends in local media and national outlets including the Wall Street Journal on topics such as right to work, minimum wage, collective bargaining transparency, opting out of unions, etc. Staff media appearances; 158 times in print, 520 online, 28 TV and 156 times on radio. Produced 26 studies and research reports on topics such as mandatorygpaid sick leave, union political spending, minimum wage, labor standards, union lobbying, class size and education spending. 4b (Code ) (Expenses $ 2 8 7 l 2 0 1 0 including grants of S ) (Revenue 3 ) Citizen Action Network; Connected, equipped, and empowered citizens to campaign for their rights and fulfill their duties as people in a free society. (Code ) (Expenses $ 3 5 O l 5 8 4 0 including grants of S ) (Revenue $ ) Legal; Provided legal assistance to public employees who were being denied their rights to opt out of paying dues for political purposes. Filed public records requests to obtain lists of home health care and child care providers in Washington state in order to inform these individuals of their rights under Harris vs. Quinn. Fought union in court to protect the public records act and provide public access to lists of union members. Notified 40,000 child caregproviders of their rights via email, phone calls, post cards, and door-to-door contact. 4d Other program servrces (Describe in Schedule 0) 4e Total program serwce expenses b (Expenses S 2 6 94 6 8 0 - including grants of $ ) (Revenue $ ) 2 , 374 , 422 . Form 990 (2015) if$$ See Schedule 0 for Continuation(s) 2 15541103 758743 FCOFO325 2015.04030 Evergreen Freedom FoundaiiQLMlO -030177 an%0Qm5 Evergreen Freedom Foundation 94-3136961 Pme3 l Part IV I Checklist of Required Schedules Yes 1 No Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? 2 If "Yes," complete Schedule A 1 X Is the organization requrred to complete Schedule B, Schedule of ContnbutorS? 2 X 3 Did the organization engage in direct or indirect political campaign activrtres on behalf of or in opposrtion to candidates for 3 4 public office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in lobbying actrvrtres, or have a section 501 (h) election in effect during the tax year? If "Yes," complete Schedule C, Part II 4 5 X X Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III 6 5 X 6 X 7 X 8 X 9 X 10 X Did the organization maintain any donor advrsed funds or any Similar funds or accounts for which donors have the right to provrde advrce on the distribution or investment of amounts in such funds or accounts? If "Yes, " complete Schedule D, Part I 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the envrronment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II 8 Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part III 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or provrde credit counseling, debt management, credit repair, or debt negotiation servrces? I! "Yes," complete Schedule D, Part IV 10 Did the organization. directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasr-endowments? If "Yes," complete Schedule D, Part V 11 If the organization's answer to any of the followrng questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable a Did the organization report an amount for land, burldings, and equrpment in Part X, line 10? If "Yes," complete Schedule D, Part VI 113 X b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? I! "Yes," complete Schedule D, Part VII c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII 11b X 11c X d Did the organization report an amount for other assets in Part X, line 15 that IS 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X f 11d X 11e X 11f X 12a X 12b X Did the organization's separate or consolidated frnancral statements for the tax year include a footnote that addresses the organization's liability for uncertain tax posrtrons under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X 12a Did the organization obtain separate, independent audited frnancral statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII b Was the organization included in consolidated, independent audited frnancral statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII rs optional 13 IS the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 14a Did the organization maintain an office, employees, or agents outsrde of the United States? 13 X 14a X 14b X 15 X 16 X b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundrarsrng, busrness, investment, and program servrce activrties outsrde the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts land IV 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assrstance to or for any 16 foreign organization? If "Yes," complete Schedule F, Parts II and IV Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assrstance to or for foreign mdrvrduals? If "Yes," complete Schedule F, Parts III and IV 17 Did the organization report a total of more than $15,000 of expenses for professronal fundraismg servrces on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I 18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part VIII, lines 19 Did the organization report more than $15,000 of gross income from gaming activrties on Part Vlll, line 9a? If "Yes," 10 and 8a? If "Yes," complete Schedule G, Part II complete Schedule G. Part III 17 X 18 X 19 X Form 990 (2015) 532003 12-16-15 15541103 758743 FCOFO325 3 2015.04030 Evergreen Freedom Foundatio FCOFO-BLEJEC Forrn 99042015) Evergreen Freedom Foundation Fart Mg Checklist of Required Schedules (cont/nued) 94-3136961 Page4 Yes 203 Did the organization operate one or more hospital facrlities? If "Yes," complete Schedule H b 21 20a If "Yes" to line 20a, did the organization attach a copy of its audited frnancral statements to this return? No X 20b Did the organization report more than $5,000 of grants or other assrstance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts land II 22 , 21 X 22 X 23 X Schedule K. If "No", go to line 25a 243 X Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization report more than $5,000 of grants or other assrstance to or for domestic indrvrduals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts land III 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J 24a Did the organization have a tax-exempt bond issue With an outstanding prrncrpal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, " answer lines 24b through 24d and complete c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24c 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes," complete Schedule L, Part I 253 X 25b X 26 X 27 X a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a X b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part Iv 28b X 28c X 29 X 30 X 31 X 32 X 33 X b Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part 1 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees. key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II 27 Did the organization provrde a grant or other assrstance to an officer, director, tmstee, key employee, substantial 28 of any of these persons? If "Yes," complete Schedule L, Part III Was the organization a party to a busrness transaction With one of the followrng parties (see Schedule L, Part IV contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member . instructions for applicable filing thresholds, conditions, and exceptions) c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV , 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation 1 contributions? If "Yes," complete Schedule M 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Partl 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?" "Yes," complete Schedule N, Part II 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and sections 301 7701-2 and 301.7701-3? If "Yes," complete Schedule R, Partl Part V, line 1 353 Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 34 X 35a X b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction With a controlled entity Within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 , 36 If "Yes," complete Schedule R, Part V, line 2 37 l 36 X 37 X Did the organization conduct more than 5% of its activrties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI 38 35b Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-chantable related organization? Did the organization complete Schedule 0 and provrde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are requrred to complete Schedule 0 38 X Form 990 (2015) 532004 12-16-15 4 15541103 758743 FCOFO325 2015.04030 Evergreen Freedom Foundatio FCOF0301 Forrii990 (2015) Part V Evergreen Freedom Foundation 94-3136961 Page5 Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response or note to any line in this Part V CI Yes 13 Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable 1a 10 Enter the number of Forms W-2G included in line 1a Enter -0- if not applicable 1b 0 No c Did the organization comply wrth backup Withholding mles for reportable payments to vendors and reportable gaming (gambling) wrnnings to prize wrnners? 1c X 2b X 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending With or Within the year covered by this return b 2a 75 If at least one is reported on line 2a, did the organization file all requrred federal employment tax returns? Note. If the sum of lines 1a and 2a is greater than 250, you may be requrred to e-frle (see instructions) 3a Did the organization have unrelated busrness gross income of $1,000 or more during the year? b 33 If "Yes." has it tried a Form 990-T for this year? If "No, " to line 3b, provrde an explanation in Schedule 0 X 3b 4a At any time during the calendar year, did the organization have an interest in, or a Signature or other authority over, a frnancral account in a foreign country (such as a bank account, securities account, or other frnancral account)? b If "Yes," enter the name of the foreign country. V 4a X 53 X 5b X See instructions for filing requrrements for FinCEN Form 114, Report of Foreign Bank and Financral Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If "Yes," to line 5a or 5b, did the organization file Form 8886-T? 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? b 6a were not tax deductible? 7 X If "Yes," did the organization include With every solicrtatron an express statement that such contributions or gifts 6b Organizations that may receive deductible contributions under section 170(c). 3 Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and servrces provrded to the payor? b If "Yes," did the organization notify the donor of the value of the goods or servrces provrded? c Did the organization sell, exchange, or otherwrse dispose of tangible personal property for which it was requrred 7c If "Yes," indicate the number of Forms 8282 filed during the year e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f 9 If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as requrred? 79 If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-0? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advrsed fund maintained by the sponsoring organization have excess busrness holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. 7e a 3 Did the sponsoring organization make any taxable distributions under section 4966? 93 b 9b 10 X I 7d f h X 7b to file Form 8282? d 73 Did the sponsoring organization make a distribution to a donor, donor advrsor, or related person? Section 501(c)(7) organizations. Enter; a Initiation fees and capital contributions included on Part VIII, line 12 10a b Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facrlities 11 10b Section 501(c)(12) organizations. Enter 3 Gross income from members or shareholders 113 b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) 123 b 13 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 ? If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12a 12b Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 133 Note. See the instructions for additional information the organization must report on Schedule 0 b Enter the amount of reserves the organization is requrred to maintain by the states in which the organization is licensed to issue qualified health plans c 143 b Enter the amount of reserves on hand 13b , 13c Did the organization receive any payments for indoor tanning servrces during the tax year? 143 If "Yes," has it filed a Form 720 to report these payments? If "No, " provrde an explanation in Schedule 0 14b X Form 990 (2015) 532005 12-16-15 15541103 758743 FCOFO325 5 2015.04030 Evergreen Freedom Foundatio FCOF030,177 Form 990 (2015) Evergreen Freedom Foundation 94-3136961 PageG Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response to Ime 8a, 8b, or 10b below, descnbe the Circumstances, processes, or changes In Schedule 0. See Instructions. Check If Schedule 0 contaIns a response or note to any IIne In thIs Part VI DE] Section A. Governing Body and Management Yes 1a Enter the number of votIng members of the governIng body at the end of the tax year 1a No 1 Q] If there are materlal differences In votIng rIghts among members of the governIng body, or If the governIng body delegated broad authorIty to an executIve commmee or Slmllaf commIttee, explaIn In Schedule 0. 14 offIcer, dIrector, trustee. or key employee? 2 of offIcers. dIrectors, or trustees, or key employees to a management company or other person? OI l 4 DId the organIzatIon make any SIgnIfIcant changes to Its govermng documents srnce the prIor Form 990 was mad? DId the organIzatIon become aware durIng the year of a SIgnIfIcant dIverSIon of the organIzatIon's assets? 6 DId the organIzatIon have members or stockholders? 7a DId the organIzatIon have members, stockholders, or other persons who had the power to elect or appomt one or more members of the governmg body? NNNN DId the organIzatIon delegate control over management dutIes customanly performed by or under the dIrect superVISIon N 3 >< b Enter the number of votIng members Included In Me 1a. above. who are Independent 1b Old any offIcer. dIrector, trustee, or key employee have a famIIy relatIonshIp or a busmess relatIonshIp WIth any other (DUI-ht) 2 7a persons other than the governIng body? 8 7b DId the organIzatIon contemporaneously document the meetings held or when actIons undertaken during the year by the followmgz a The governIng body? b Each commIttee WIth authorIty to act on behalf of the governIng body? 9 N b Are any governance decISIons of the organIzatIon reserved to (or subject to approval by) members. stockholders, or 83 8b X X Is there any offIcer, dIrector, trustee, or key employee lIsted In Part VII, SectIon A. who cannot be reached at the organIzatIon's maIlInq address? If "Yes," provrde the names and addresses In Schedule 0 9 X Section B. Policies (ThIs SectIon B requests Infonnatron about poIIcIes not requrred by the Internal Revenue Code) Yes b X If "Yes," dId the organIzatIon have when poIIcIes and procedures governIng the actIVItIes of such chapters, affIIIates, and branches to ensure theIr operations are conSIstent WIth the organIzatIon's exempt purposes? 10b Has the organIzatIon provrded a complete copy of thIs Form 990 to all members of Its governIng body before fIlIng the form? 11a Descnbe In Schedule 0 the process, If any, used by the organIzatIon to reVIew thIs Form 990 12a DId the organIzatIon have a when coanIct of Interest poIIcy? If "No, " go to Ime 13 b Were officers, dIrectors, or trustees, and key employees reqmred to dIscIose annually Interests that could we use to conflicts? c No N 113 103 123 12b xx b DId the organIzatIon have local chapters, branches, or affIIIates? DId the organIzatIon regularly and conSIstently monItor and enforce compIIance WIth the poIIcy? If "Yes," describe In Schedule 0 how this was done 12c 13 Old the organIzatIon have a when whrstleblower poIIcy? 13 14 DId the organIzatIon have a when document retentIon and destructIon poIIcy? 14 15 Old the process for determInIng compensatIon of the followmg persons Include a reVIew and approval by Independent xxx 10a 153 b 15b Other offIcers or key employees of the organIzatIon NM persons, comparabIIIty data, and contemporaneous substantIatIon of the delIberatIon and deCISIon? a The organIzatIon's CEO, ExecutIve DIrector, or top management offICIal If "Yes" to Me 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) 16a DId the organIzatIon Invest In, contrlbute assets to, or partICIpate In a pm venture or SImIIar arrangement WIth a taxable entIty durIng the year? b 16a X If "Yes," dId the organIzatIon follow a when poIIcy or procedure requmng the organIzatIon to evaluate Its partICIpatIon In Iomt venture arrangements under appIIcabIe federal tax law, and take steps to safeguard the organIzatIon's exempt status WIth Iespect to such arrangements? 16b Section C. Disclosure 17 um the states WIth thch a copy of thIs Form 990 Is reqUIred to be mad PWA 18 SectIon 6104 reqUIres an organIzatIon to make Its Forms 1023 (or 1024 If applIcable), 990, and 990-T (SectIon 501(c)(3)s only) avaIIabIe for publIc InspectIon IndIcate how you made these avaIlabIe Check all that apply [2] Own webSIte DZ] Another's websne [XI Upon request [2] Other (explain In Schedule 0) 19 Descnbe In Schedule 0 whether (and If so, how) the organIzatIon made Its governIng documents, coanIct of Interest whey, and finanCIal 20 State the name. address. and telephone number of the person who possesses the organIzatIon's books and records. b statements avaIIabIe to the publIc dunng the tax year. Gerrit Shilman - 360-956-3482 2403 Pacific Ave SE . Olvmpia, WA 532003 12-16-15 15541103 758743 FCOFO325 98501 Form 990 (2015) 6 2015 . 04030 Evergreen Freedom Foundatio FCOF0301 Paqe 7 94e3l3 6961 Evergreen Freedom Foundation Formu990 (20E) [Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII Section A. .. .. , .. ,,,,,, . , , .. , . , , . IZI . Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or Within the organization's tax year. 0 List all of the organization's current ofdcers, directors, tmstees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. 6 List all of the organization's current key employees, if any. See Instructions for definition of "key employee." 0 List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization's former ofhcers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 9 List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order' individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. '3 Check this box If neither the organization nor anLrelated organization compensated any current omcer, director, or trustee I (A) (B) (c) (D) (E) (F) Name and Title Average (do not crigfg'ggman one Reportable Reportable Estimated hours per week (list any hours for related box, unless person is both an may and a d'mdommsme) 3 E a E a g .. E, compensation from the organization (W-2/1099-MISC) compensation from related organizations (W-2/1099-MISC) amount of other compensation from the organization organizations 2 below line) , g E E g. 5., E E and related E E; E 5 Es E organizations i ' Steve Neighbors Chaiz' 2 . 00 M Richard Rokes J 5 2 ' X 0 - . ,0 . O . X 0 . 0. 0. X 0 - 0 . 0 . X 0 u 0 . 1 - 0O Chair Lou Novak 1 . 00 Secretarv Tim McMahon l - 00 Treasurer 0, I) 50 . 00 Tom S McCabe cao... .M.,. .n X i 1&6333. "Git ...... 0. Form 990 (2015) 532007 12-16- 15 7 5541l03 7 5 8 7'43v FCOFO 3'2 5 2 0 l 5 . O 4 Q3 0 vvergreen=EreedomeEoundatejserFGeFHOS'O15* 4 p A Form 990 (2015) Evercureen Freedom Foundation 94-3136961 Pages 'Eart Wu Section A. Officers, Directors, Trustees, Key Emraloyees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average (do not $823133?th one Reportable Reportable Estimated hours per box, unless person us both an compensation compensation amount of week officer and a director/trustee) from from related other E the organization organizations (W-2/1099-MISC) compensation from the (W-2/1099-MISC) (list any hours for 5 g related g g g organizations g below g E g g g" E g g. E Ime) a and related organizations e e e e as e 1b Sub-total 2 organization F 146,333. 0. 0. c Total from continuation sheets to Part VII, Section A F 0 . 0 . 0 . d Total (add lines 1b and 1c) > 146 , 3 3 3 . 0. 0. Total number of InleIduaIS (Including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization b 1 Yes 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such ind/Vidua/ 4 3 X 4 X 5 X For any indIVIdual listed on line 1a, Is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such ind/Vidual 5 No Did any person listed on line 13 receive or accrue compensation from any unrelated organization or IndIVIdual for serVIces rendered to the organization? If "Yes," complete Schedule J for such person Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending With or Within the organization's tax year. (A) Name and busmess address 2 NONE (B) (C) Description of servrces Compensation Total number of Independent contractors (Including but not limited to those listed above) who received more than $100,000 of compensation from the organization ) 0 Form 990 (2015) 532008 12-16- 15 15541103 758743 FCOFO325 8 2015.04030 Evergreen Freedom FoundativOLECOEOlOIrg 94-3136961 Evergreen Freedom Foundation Statement of Revenue Form 990 (2015) Part VIII I Page 9 Cl Check If Schedule 0 contains a response or note to any line In this Part VIII (A) *GQOUN Contributions, Gifts, Grants and Other Similar Amounts Total revenue (C) (D) Related or exempt function Unrelated busmess revenue revenue Revenue excluded from tax under sections 512 - 514 Federated campaigns Membership dues Fundraismg events Related organizations Government grants (contributions) All other contributions, gifts, grants, and Similar amounts not Included above 3'0 ) 11' 2. 417,712. Noncash contributions Included In lines 1a-1I' S 1 t 3 5 0 c P 2.417.712. Total. Add lines 1a-1f LD*O0.0UM Program Service Revenue Business Code Grants 900099 827,000. b 827,000. b b > 19,716. 827,000. All other program seNice revenue Total. Add lines 2a-2f Investment Income (Including diVIdends, interest, and other Similar amounts) Income from Investment of tax-exempt bond proceeds DQOO'ID Royalties (I) Real (II) Personal Gross amount from sales of (i) Securities (II) Other assets other than Inventory 160,208. 19,716. Gross rents Less rental expenses Rental income or (loss) b Net rental income or (loss) Less cost or other baSlS and sales expenses Gain or (loss) 153,771. 6.437. Net gain or (loss) 6,437. 6,437. 77.483. 77,483. 77.483. 3.348.348. 910.920. Other Revenue Gross Income from fundraismg events (not Including S of contributions reported on line 1c) See Part IV, line 18 3 Less direct expenses b Net Income or (loss) from fundraismg events Gross Income from gaming actIVIties See Part IV, line 19 3 Less direct expenses b Net Income or (loss) from gaming actIVIties 10 Gross sales of Inventory, less returns and allowances 0 b Less cost of goods sold Net Income or (loss) from sales of Inventory 00.050) Miscellaneous Revenue 12 Miscellaneous a b b Business Code 900099 All other revenue Total. Add lines 11a-11d Total revenue. See instructions. 532009 12-16-15 15541103 758743 FCOFO325 19.716. Form 990 (2015) 9 2015.04030 Evergreen Freedom Foundatip 0 , Net assets or fund balances at end of year Combine lines 3 through 9 (must equal Part X, line 33, column(B)) Part XII Financial Statements and Reporting 10 1,539,702. Check If Schedule 0 contains a response or note to any line in this Part XII [I] Yes 1 Accounting method used to prepare the Form 990 IZI Cash IX] Accrual No CI Other If the organization changed Its method of accounting from a prior year or checked "Other," explain In Schedule 0 23 Were the organization's finanCIal statements compiled or reVIewed by an independent accountant? 23 X If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reVIewed on a separate baSlS, consolidated baSlS, or both' IX] Separate baSIS CI Consolidated baSIS CI Both consolidated and separate basis b Were the organization's finanCIal statements audited by an independent accountant? 2b X If "Yes," check a box below to Indicate whether the Manual statements for the year were audited on a separate baSlS, consolidated baSlS, or both [2] Separate baSlS c [2' Consolidated baSIs IZI Both consolidated and separate baSlS If "Yes" to linel2a or 2b, does the organization have a committee that assumes responSIbIlity for over5ight of the audit, reVIew, or compilation of Its finanCIal statements and selection of an Independent accountant? 2c X If the organization changed either Its overSIght process or selection process during the tax year, explain in Schedule 0. 3a As a result of a federal award, was the organization reqUIred to undergo an audit or audits as set forth In the Single Audit Act and OMB Circular A-133? b 33 X If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the reqwred audit or audits, explain why In Schedule 0 and describe any steps taken to undergo such audits 3b Form 990 (2015) 532012 12-16-15 15541103 758743 FCOFO325 12 2015.04030 Evergreen Freedom Foundatio FCOFO,3Q;S SCHEDULE A (Formmorm-Ez) . . . Public Charity Status and Public Support or. N. 1545-0047 1* Complete if the organization is a section 501(c)(3) organization or a section 2015 4947(a)(1) nonexempt charitable trust. p Attach to Form 990 or Form 990-EZ, Open to Public Department of the Treasury 'mema' Ravenue same F Information about Schedule A (Form 990 or 990-EZ) and Its instructions is at www.lrs.gov/form990. Name of the organization Evergreen Freedom Foundation Reason for Public Charity Status (All organizations must complete this part.) See Instructions I Part I I Inspection Employer identification number 94-3136961 noon-- on an E uuuu The organization Is not a private foundation because it Is; (For lines 1 through 11, check only one box) A church, convention of churches, or assomatlon of churches described In section 170(b)(1)(A)(i). A school described In section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) A hospital or a cooperative hospital serVIce organization described In section 170(b)(1)(A)(iii). A medical research organization operated In conjunction With a hospital described In section 170(b)(1)(A)(iii). Enter the hospital's name, City, and state. An organization operated for the benefit of a college or univerSIty owned or operated by a governmental unit described In section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described In section 170(b)(1)(A)(v). An organization that normally receives a substantial part of Its support from a governmental unit or from the general public described In section 170(b)(1)(A)(VI). (Complete Part II ) A community trust described in section 170(b)(1)(A)(VI). (Complete Part II ) An organization that normally receives. (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from actIVIties related to Its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment Income and unrelated busmess taxable Income (less section 511 tax) from busmesses achIred by the organization after June 30, 1975. D See section 509(a)(2). (Complete Part III ) 10 11 An organization organized and operated excluswely to test for public safety See section 509(a)(4). IZI An organization organized and operated excluswely for the benefit of, to perform the functions of. or to carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 119 a IZI Type I. A supporting organization operated, superwsed, or controlled by its supported organization(s), typically by giVing the supported organization(s) the power to regularly appomt or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B. b El Type II. A supporting organization superVIsed or controlled in connection WIth its supported organization(s), by havmg control or management of the supporting organization vested In the same persons that control or manage the supported c II] Type III functionally integrated. A supporting organization operated In connection With, and functionally integrated With, d II] organization(s). You must complete Part IV, Sections A and C. Its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supportan organization operated In connection With Its supported organization(s) that Is not functionally Integrated The organization generally must satisfy a distribution reqwrement and an attentiveness reqUIrement (see Instructions) You must complete Part IV, Sections A and D, and Part V. e [2] Check this box if the organization received a written determination from the IRS that It Is a Type I, Type II, Type III functionally Integrated, or Type III non-functionally Integrated supporting organization f Enter the number of supported organizations g Prowde the followmg Information about the supported organization(s). (i) Name of supported (Ii) EIN (Iii) Type of organization organization 2 Total LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. (Iv) Is the organization listed In your (descrlbed 0" lines 1 , 9 above (see InstructIons)) goveming document? Yes No (v) Am0unt of monetary (vi) Amount of support (see Instructions) other support (see Instructions) Schedule A (Form 990 or 990-EZ) 2015 532021 09-23-15 15541103 758743 FCOFO325 13 2015.04030 Evergreen Freedom Foundatio FCOF03,Q.E% Schedule A Form 990 or 990- 2ow Ever-reen Freedom Foundation 94-3136961 Pme2 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part l or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III ) Section A. Public Support Calendar year (ortiscal year beginning in)> 1 Gifts, grants, contributions, and (a) 2011 (c) 2013 (b) 2012 (d) 2014 (e) 2015 it) Total membership fees received (00 not include any "unusual grants ") 2112394. 3188870. 1729247. 2128151. 3244712. 12403374. 2112394. 3188870. 1729247. 2128151. 3244712. 12403374. Tax revenues IeVIed for the organization's benefit and either paid to or expended on Its behalf The value of sewices or facnlities furnished by a governmental unit to the organization Without charge Total. Add lines 1 through 3 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) 542,717. 11860657. 6 Public support. Subtract line 5 from NM 4 Section B. Total Support Calendaryear (or fiscal year beginning in)> 7 Amounts from line 4 8 Gross income from interest, (9)2011 2112394. 3188870. 1729247. 2128151. 4,144. 12,704. 17,220. 17,144. 26.153. 77.365. 31.494. 38.569. 19.769. 24,990. 77.483. 192.305. 12673044. (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total 3244712. 12403374. diVidends, payments received on securities loans, rents, royalties and income from Similar sources Net income from unrelated busmess activmes, whether or not the busmess is regularly carried on 10 Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI ) 11 Total support. Add lines 7 through 10 12 Gross receipts from related activmes, etc. (see instructions) ml 13 First five years. If the Form 990 is for the organization's first. second, third, fourth, or fifth tax year as a section 501(c)(3) >El organization, check this box and stop here Section C. Computation of Public Support Percentage 14 Public support percentage for 2015 (line 6, column (f) diVided by line 11, column (f)) 15 Public support percentage from 2014 Schedule A, Part II, line 14 14 15 93.59 96.10 % % 16a 33 1/3% support test - 2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and >11] stop here. The organization qualifies as a publicly supported organization b 33 1/3% support test - 2014. If the organization did not check a box on line 13 or 16a, and line 15 IS 33 1/3% or more, check this box >El and stop here. The organization qualifies as a publicly supported organization 17a 10% -tacts-and-circumstances test - 2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14 IS 10% or more, and if the organization meets the "facts-and-CIrcumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "factsand-Circumstances" test. The organization qualifies as a publicly supported organization y El b 10% -facts-and-circumstances test - 2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-CIrcumstances" test, check this box and stop here. Explain in Part VI how the 18 organization meets the "facts-andCircumstances" test The organization qualifies as a publicly supported organization b [I] Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions b E] Schedule A (Form 990 or 990-EZ) 2015 532022 09-23-15 l l 15541103 758743 FCOFO325 14 2015.04030 Evergreen Freedom Foundatio FCQEU301 94-3136961 Paea Schedule A Form 990 or 9902015 Ever . reen Freedom Foundation Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II ) Section A. Public Support Calendaryear(or fiscal yearbeginning in)> 1 Gifts, grants, contributions, and ' (a) 2011 (b) 2012 (c) 2013 (d)2014 (e) 2015 (0 Total (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total membership fees received (Do not include any "unusual grants ") 2 Gross receipts from admissmns, merchandise sold or sewices performed, or facilities furnished in any activny that is related to the organization's tax-exempt purpose 3 Gross receipts from actiwties that are not an unrelated trade or business under section 513 4 Tax revenues leVied for the organization's benefit and either paid to or expended on its behalf 5 The value of sewices or faCIlities furnished by a governmental unit to the organization Without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater 0155.000 or 1% of the amount on line 13 for the year c Add lines 7a and 7b 8 Public suQQort. (Subtiactline7cliomline6) Section B. Total Support Calendaryear (or fiscal year beginning in)> 9 Amounts from line 6 10a Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources b Unrelated busmess taxable income (less section 511 taxes) from busmesses acquued after June 30, 1975 y i 11 c Add lines 10a and 10b Net income from unrelated busmess activmes not included in line 10b, whether or not the busmess is regularly carried on 12 Other income Do not include gain 13 or loss from the sale of capital assets (Explain in Part VI ) Total support. (Add lines 9, 10c, 11, and 12) 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here > [3 Section C. Computation of Public Support Percentage 15 Public support percentage for 2015 (line 8, column (f) diVided by line 13, column (f)) 15 % 16 Public support percentage from 2014 Schedule A, Part IIL line 15 16 % Section D. Corgputation of Investment Income Percentage 17 Investment income percentage for 2015 (line 10c, column (f) diVided by line 13, column (f)) 17 % 18 Investment income percentage from 2014 Schedule A, Part III, line 17 18 % 19a 33 1/3% support tests - 2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b E] b 33 1/3% support tests - 2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization p E] 5 I2] 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions 532023 09-23-15 Schedule A (Form 990 or 990-EZ) 2015 15541103 758743 FCOFO325 15 2015.04030 Evergreen Freedom Foundatio 53.010101553 smammAwmeWommmaansEvergreen Freedom Foundation 94-3136961 Page4 I Part IV I Supporting Organizations (Complete only if you checked a box in line 11 on Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V) Section A. All Supporting Organizations Yes No Are all of the organization's supported organizations listed by name in the organization's governing documents? I! "No" describe in Part VI how the supported organizations are de5ignated. If deSIgnated by class or purpose, describe the de3ignation If historic and continumg relationship, explain. Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization deferrnined that the supported organization was described in section 509(a)( 1) or (2). 33 Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below. 3a Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the deterrnination. 3b Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes, " and if you checked 11a or 11b in Part I, answer (b) and (0) below. 4a Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being con trolled or superwsed by or In connection With its supported organizations 4b Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used excluswely for section 170(c)(2)(B) purposes. 5a 4c Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (0) below (if applicable). Also, prowde detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organ/Zing document authonzmg such action, and (iv) how the action was accomplished (such as by amendment to the organ/Zing document). 5a Type I or Type II only. Was any added or substituted supported organization part of a class already deSIQnated in the organization's organizmg document? 5b Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c Did the organization prowde support (whether in the form of grants or the prowsion of sewices or faculties) to anyone other than (i) its supported organizations, (ii) mdiViduaIs that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes," prowde detail in Part VI. Did the organization prowde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity With regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ) 93 Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," prowde detail in Part VI. 9a Did one or more disqualified persons (as defined in line 93) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provrde detail in Part VI. 9b Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit 10a from, assets in which the supporting organization also had an interest? If "Yes," prowde detail in Part VI. Was the organization subject to the excess busmess holdings rules of section 4943 because of section 9c 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes, " answer 10b below. 10a Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busmess holdings.) 10b Schedule A (Form 990 or 990-EZ) 2015 532024 09-2345 16 15541103 758743 FCOFO325 2015.04030 Evergreen Freedom Foundatio FCQFLLngi suemmAw&n%0m9%emmn5Evergreen Freedom Foundation 94-313696113m5 [Part IV I Supporting Organizations (continued) 11 Yes No Yes No Yes No Yes No Yes No Has the organIzatIon accepted a ngt or contrIbutIon from any of the followmg persons? a A person who directly or Indirectly controls, eIther alone or together WIth persons descnbed In (b) and (c) below, the governIng body of a supported organIzatIon? 11a b A famIly member of a person descrIbed In (a) above? 11b c A 35% controlled entIty of a person descrIbed In (a) or (b) above?" "Yes" to a, b, or c, prowde detail In Part VI. 11c Section B. Type I Supporting Organizations 1 BIG the dIrectors, trustees, or membershIp of one or more supported organIzatIons have the power to regularly appomt or elect at least a majorIty of the organIzatIon's dIrectors or trustees at all tImes durIng the tax year? If "No, " descnbe In Part VI how the supported organIzatIon(s) effectrvely operated, superwsed, or con trolled the organIzatIon 's act/vrtres. If the organIzatIon had more than one supported organIzatIon, descnbe how the powers to appornt and/or remove directors or trustees were allocated among the supported organIzatIons and what condItIons or restnctIons, If any, app/red to such powers dunng the tax year. 2 1 DId the organIzatIon operate for the benefIt of any supported organIzatIon other than the supported organIzatIon(s) that operated, superwsed, or controlled the supportIng organIzatIon? if "Yes," exp/am In Part VI how prowdmg such benefIt earned out the purposes of the supported organIzatIon(s) that operated, superwsed, or controlled the supportan organIzatIon. 2 Section C. Type II Supporting Organizations 1 Were a majorIty of the organIzatIon's dIrectors or trustees durIng the tax year also a majorIty of the dIrectors or trustees of each of the organIzatIon's supported organIzatIon(s)? If "No, " descnbe In Part VI how control or management of the support/ng organIzatIon was vested In the same persons that controlled or managed the supported organIzatIon(s). 1 Section D. All Type III Supporting Organizations 1 DId the organIzatIon prowde to each of Its supported organIzatIons. by the last day of the fIfth month of the organIzatIon's tax year, (I) a when notIce descrIbIng the type and amount of support prowded durIng the prIor tax year, (II) a copy of the Form 990 that was most recently fIled as of the date of notIfIcatIon, and (III) comes of the organIzatIon's governIng documents In effect on the date of notIfIcatIon, to the extent not preVIously prowded? 2 1 Were any of the organIzatIon's offIcers, dIrectors, or trustees eIther (I) appomted or elected by the supported organIzatIon(s) or (II) serVIng on the governIng body of a supported organIzatIon? if "No, " explain In Part VI how the organIzatIon mam tamed a close and con tInuous workIng relatIonshIp wrth the supported organIzatIon(s). 3 2 By reason of the relatIonshIp descrIbed In (2), dId the organIzatIon's supported organIzatIons have a SIgnIfIcant v0Ice In the organIzatIon's Investment poIICIes and In dIrectIng the use of the organIzatIon's Income or assets at all tImes durIng the tax year? If "Yes," descrIbe In Part Vi the role the organIzatIon 's supported organrzatrons played In thIs regard 3 Section E. Type III Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organIzatIon used to satlsly the Integral Part Test durIng the yea(see instructions); a '2] The organIzatIon satIsted the ActIVItIes Test. Complete line 2 below. b D The organIzatIon Is the parent of each of Its supported organIzatIons. Complete line 3 below. c 2 E] The organIzatIon supported a governmental entIty Descnbe In Part VI how you supported a govemment entIty (see InstructIons ActIVItIes Test Answer (a) and (b) below. a DId substantrally all of the organIzatIon's actIVItIes durIng the tax year dIrectly further the exempt purposes of the supported organIzatIon(s) to thch the organIzatIon was responswe? If "Yes, " then In Part VI Identify those supported organizations and explain how these act/wt/es dIrectly furthered their exempt purposes, how the organIzatIon was responSIve to those supported organrzatrons, and how the organIzatIon determrned that these act/vrtIes constrtuted substantrally all of Its act/vrtIes 23 b DId the actIVItIes descrIbed In (a) constItute actIVItIes that, but for the organIzatIon's Involvement, one or more of the organIzatIon's supported organIzatIon(s) would have been engaged In? ii "Yes," exp/am In Part VI the reasons for the organIzatIon's posrtIon that Its supported organIzatIon(s) would have engaged In these 2b act/VItIes but for the organization '5 In volvemen t. 3 Parent of Supported OrganIzatIons Answer (a) and (b) below. a DId the organIzatIon have the power to regularly appomt or elect a majorIty of the officers. dIrectors, or 33 trustees of each of the supported organIzatIons? Prowde detaIls In Part VI. b DId the organIzatIon exerCIse a substantIal degree of dIrectIon over the poIICIes, programs, and actIVItIes of each of Its supported gggmzatrons? If "Yes," descrIbe In Part VI the role played by the organIzatIon In thIs regard 532025 09-23-15 15541103 758743 FCOFO325 3b Schedule A (Form 990 or 990-EZ) 2015 17 2015.04030 Evergreen Freedom Foundatio FCOFO3015r=g A . ' I sawwmAmmmmmmememzmsEvergreen Freedom Foundation I Part V Type III Non-Functionally lnteggted 509(a)(3) Supporting Organizations 1 94-3136961Ium6 '3 Check here If the organIzatIon satIsted the Integral Part Test as a qualIfyIng tn.Ist on Nov 20, 1970. See instructions. All other Type III non-functIonally Integrated supportIng organIzatIons must complete SectIons A through E (B) Current Year (D Add lInes 1 through 3 (optIonal) (A) PrIor Year ( ) (otprtrlonal)ear (h DepreCIatIon and depletIon (D (h J5 as Recovenes of prIor-year dIstrIbutIons 48 Net short-term capItal gaIn Other gross Income (see InstructIons) (A) PrIor Year 09 DO -A -A Section A - Adjusted Net Income PortIon of operatIng expenses pad or Incurred for production or (D collectIon of gross Income or for management. conservatIon, or Other expenses (see InstructIons) .4 maIntenance of property held for productIon of Income (see InstructIons) 7 8 Adjusted Net Income (subtract lInes 5, 6 and 7 from lIne 4) 8 B C Section B - Minimum Asset Amount 1 ent Y Aggregate faIr market value of all non-exempt-use assets (see N If FaIr market value of other non-exempt-use assets 1c Total (add lInes 1a, 1b, and 1c) 1d 0 Average monthly cash balances CL (5 InstructIons for short tax year or assets held for part of year) Average monthly value of securItIes 13 1b Discount cIaImed for blockage or other It Net value of non-exempt-use assets (subtract Me 4 from Ms 3) MultIply Me 5 by 035 (D (h Recoverres of prIor-year dIstrIbutIons ed 63 see InstructIons) Minimum Asset Amount (add Me 7 to lIne 6) CD GD Cash deemed held for exempt use Enter 1-1/2% of Me 3 (for greater amount, Cb CD 2 Subtract km 2 from lIne 1d ed AchIsItIon Indebtedness applIcable to non-exempt-use assets (D 2 Si factors (explaIn In detaIl In Part VI) -A MInImum asset amount for prIor year (from SectIon 8, Me 8. Column A) 3i 0) h) .a Enter 85% of [me 1 Enter greater of Me 2 or lIne 3 (E (D (R Adjusted net Income for prIor year (from SectIon A, Me 8, Column A) h) Current Year 4b (9 Section C - Distributable Amount Income tax Imposed In prIor year Distributable Amount. Subtract Me 5 from km 4, unless subject to emergengy temporary reductIon (see InstructIons) 7 6 I2] Check here If the current year Is the organIzatIon's fIrst as a non-functIonally-Integrated Type III supportIng organIzatIon (see InstructIons) Schedule A (Form 990 or 990-EZ) 2015 532026 09-23-15 18 15541103 758743 FCOFO325 2015.04030 Evergreen Freedom Foundatio FCOFOvO ammmeAwmmemnxmmeazow Evergreen Freedom Foundation 94-313696143397 I Part V I Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Current Year 1 Amounts pad to supported organIzatIons to accomplIsh exempt purposes 2 Amounts pad to perform actIVIty that dIrectIy furthers exempt purposes of supported QNOSUIJIQ Section D - Distributions AdmInIstratIve expenses pad to accomplIsh exempt purposes of supported organIzatIons organIzatIons, In excess of Income from actIVIty Amounts pad to achIre exempt-use assets OualIerd set-aSIde amounts (prIor IRS approval reqUIredL Other dIstrIbutIons (descrIbe In Part VI). See InstructIons. Total annual distributions. Add lInes 1 through 6. DIstrIbutIons to attentIve supported organIzatIons to thch the organIzatIon Is responswe (prowde detaIIs In Part VI). See InstructIons 9 DIstrIbutable amount for 2015 from SectIon C, lIne 6 1O LIne 8 amount dIVIded by LIne 9 amount (i) (ii) (iii) Excess Distributions Underdistributions Distributable Pre-2015 Amount for 2015 Section E - Distribution Allocations (see Instructions) 1 DIstrIbutable amount for 2015 from SectIon C, km 6 2 UnderdIstrIbutIons, If any. for years prIor to 2015 (reasonable cause requIred-see InstructIons) Excess dIstrIbutIons carryover, If any, to 20151 0 From 2014 '* From 2013 Total of lInes 3a through 9 3' HI (l 0 If m 3 ApplIed to 2015 dIstrIbutable amount ApplIed to underdIstrIbutIons of mm years Carryover from 2010 not applIed (see InstructIons) j 4 RemaInder Subtract lInes 39, 3h, and SI from St DIstrIbutIons for 2015 from SectIon D. Me 7 $ a Ajplled to underdIstrIbutIons ofprIor years b ApplIed to 2015 dIstrIbutable amount c RemaInder. Subtract lInes 4a and 4b from 4. 5 RemaInIng underdIstrIbutIons for years mm to 2015, If any Subtract lInes 39 and 4a from Me 2 (If amount greater than zero, see InstructIons) 6 RemaInIng underdIstrIbutIons for 2015 Subtract lInes 3h and 4b from Me 1 (If amount greater than zero. see InstructIons) Excess distributions carryover to 2016. Add lInes 3] 8 and 4c Breakdown of Me 7 00.060 7 Excess from 2013 Excess from 2014 Excess from 2015 Schedule A (Form 990 or 990-EZ) 2015 532027 09-23-15 19 15541103 758743 FCOFO325 2015.04030 Evergreen Freedom Foundatio FCOF0301 seemeAmmnWOmemeaansEvergreen Freedom Foundation I Part VI I 532023 09-23-15 15541103 94-3136961 Pyee Supplemental Information. Provrde the explanatIons reqUIred by Part II, Me 10, Part II, IIne 17a or 17b; Part III. Me 12, Part IV, SectIon A. lInes 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, QC, 11a, 11b, and 11c, Part IV. SectIon B, lInes 1 and 2; Part IV, SectIon C, Me 1, Part IV. SectIon D, lInes 2 and 3, Part IV, SectIon E, lInes 10, 2a, 2b, 3a and 3b, Part V, lIne 1; Part V. SectIon B, IIne 1e; Part V, SectIon D, lInes 5, 6, and 8, and Part V, SectIon E. lInes 2, 5, and 6. Also complete thIs part for any addItIonal InformatIon (See InstructIons) Schedule A (Form 990 or 990-EZ) 2015 758743 FCOF0325 20 2015.04030 Evergreen Freedom Foundatio FCOF0301 $5HEDULE 0 Political Campaign and Lobbying Activities OMENO 1545-00" (Form 990 or 990-EZ) Department of the Treasury Imam. Revenue games For Organizations Exempt From Income Tax Under section 501(c) and section 527 2015 P Complete if the organization is described below. > Attach to Form 990 or Form 990-EZ. > Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.lrs.gov/tonn990. Open to PublIc , Inspection If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then 0 SectIon 501(c)(3) organIzatIons Complete Parts l-A and B Do not complete Part LC 0 SectIon 501(c) (other than sectIon 501(c)(3)) organIzatIons; Complete Parts IA and C below Do not complete Part I-B. 0 SectIon 527 organIzatIons Complete Part I-A only If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then 0 SectIon 501(c)(3) organIzatIons that have fIled Form 5768 (electron under sectIon 501(h)) Complete Part "A Do not complete Part "B. 0 SectIon 501(c)(3) organIzatIons that have NOT fIled Form 5768 (electIon under sectIon 501(h)) Complete Part "B Do not complete Part Il-A If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then 0 SectIon 501(c)(4), (5), or (6) orqanIzatIonsz Complete Part III Name of organIzatIon Employer identification number Evergreen Freedom Foundation I Part I-AI 1 94-3136961 Complete if the organization is exempt under section 501(c) or is a section 527 organization. PrOVIde a descrIptIon of the organIzatIon's dIrect and IndIrect polItIcal campaIgn actIVItIes In Part IV 2 PolItIcal expendItures 3 >$ Volunteer hours I Part l-B I Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any eXCIse tax Incurred by the organIzatIon under sectIon 4955 > $ 2 Enter the amount of any eXCISe tax Incurred by organIzatIon managers under sectIon 4955 b $ 3 If the organIzatIon Incurred a sectIon 4955 tax, dId It We Form 4720 for thIs year? 43 Was a correctIon made? IZI Yes III No CI Yes CI No b If "Yes," descrIbe In Part IV I Part l-CI Complete if the organization is exempt under section 501 (c), except section 501(c)(3). 1 Enter the amount dIrectly expended by the fIlIng organIzatIon for sectIon 527 exempt functIon actIVItIes 2 Enter the amount of the fIlIng organIzatIon's funds contrIbuted to other organIzatIons for sectIon 527 3 Total exempt functIon expendItures Add lInes 1 and 2 Enter here and on Form 1120-POL, 4 DId the fIlIng organIzatIon fIle Form 1120-POL for thIs year? 5 Enter the names, addresses and employer IdentIfIcatIon number (EIN) of all sectIon 527 polItIcal organIzatIons to thch the fIlIng organIzatIon exempt functIon actIVItIes D $ > $ lIne 17b b$ IZI Yes IZI No made payments. For each organIzatIon lIsted, enter the amount paId from the fIlIng organIzatIon's funds Also enter the amount of polItIcaI contrIbutIons recered that were promptly and dIrectly deIIvered to a separate polItIcaI organIzatIon, such as a separate segregated fund or a polItIcal actIon commIttee (PAC) If addItIonal space Is needed, prowde InformatIon In Part IV. (a) Name (b) Address (c) EIN (d) Amount paId from (e) Amount of polItIcal fIlIng organIzatIon's contrIbutIons recered and funds. If none, enter -0- promptly and directly delIvered to a separate polItIcal organIzatIon. If none, enter -0- For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2015 LHA 532041 1005-15 26 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom FoundatiogECpLOBDlEf. amwmeo=mm9%owmm 2m5Ever reen Freedom Foundation 94-3136961 Pa 92 I Part Il-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check D [Z] If the fIlIng organIzatIon belongs to an affIlIated group (and Net In Part IV each affIIIated group member's name, address, EIN, expenses, and share of excess lobbyIng expendItures). B Check D ID If the fIlIng organIzatIon checked box A and "IImIted control" prOVlSlonS apply Limits on Lobbying Expenditure-s . (The term "expenditures" means amounts paid or Incurred.) 0,3123% totals 1a Total lobbyIng expendItures to Influence publIc opInIon (grass roots lobbyIng) (b) was; group 14 , 989 . b Total lobbyIng expendItures to Influence a legIslatIve body (dIrect lobbyIng) 3 , 747 . c Total lobbyIng expendItures (add lInes 1a and 1b) 18 , 736 . d Other exempt purpose expendItures 2 , 790 , 587 . e Total exempt purpose expendItures (add lInes 1c and 1d) f LobbyIng nontaxable amount. Enter the amount from the followmg table In both columns 2 , 809 , 323 . 290 , 466 . lithe amount on line 1e, column (a) or (b) is; The lobbyLng nontaxable amount is; Not over $500,000 20% of the amount on Me 19 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $1,500,000 but not over $17,000,000 $100,000Llus 15% of the excess over $500,000 $175,000 plus 10% of the excess over $1,000,000 $225,000ms 5% of the excess over $1,500,000. Over $17,000,000 $1,000,000 9 Grassroots nontaxable amount (enter 25% of km 1f) 72 , 617 . h Subtract Me 19 from lIne 1a If zero or less, enter -0i Subtract lIne 1f from lIne 1c If zero or less, enter -0- 0 . 0 . j If there Is an amount other than zero on eIther lIne 1h or lIne 1I, dId the organIzatIon fIle Form 4720 reportIng sectIon 4911 tax for thIs year? III Yes CI No 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period (or fiscgfgxizgggmg m) 2a LobbyIngnontaxableamount (a) 2012 (b) 2013 (c) 2014 261,829. 263,188. 260,581. (d) 2015 290,466. (e) Total 1,076,064. b LobbyIng ceIlIng amount (150% of Me 2a. column(e)) c Totallobbyrngexpendltures d Grassrootsnontaxableamount 11 614 , 096 . 25. 3,035. 37,332. 18,736. 59,128. 65,457. 65,797. 65,145. 72,617. 269,016. e Grassroots ceIlIng amount (150% of IIne 2d, column (e)) f Grassroots lobbyIng expendItures 4O3 I 524 , 1 , 724 . 28 , 937 . 1L9 8 9 . 45 , 650 . Schedule C (Form 990 or 990-EZ) 2015 532042 10-05-15 27 15541103 758743 FCOFO325 2015. 04030 Evergreen Freedom Foundatio FCOF0301 Schedule 0 Form 990 or 990- 2015 Ever. reen Freedom Foundation 9 4 - 3 1 3 6 9 6 1 Pae 3 dPart ll-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). For each "Yes," response on lInes 1a through 1/ below, provrde In Part IVa detailed descnptron (a) (b) of the lobbyIng actIVIty. Yes 1 No Amount DurIng the year, dId the fIlIng organIzatIon attempt to Influence foreIgn, natIonal, state or local legIslatIon, IncludIng any attempt to Influence publIc opInIon on a legIslatIve matter or referendum, through the use of. a Volunteers? b PaId staff or management (Include compensatIon In expenses reported on lInes 10 through 10? c MedIa advertrsements? d MaIlIngs to members. legIslators, or the pubIIc? e PublIcatIons, or publIshed or broadcast statements? f Grants to other organIzatIons for lobbyIng purposes? 9 DIrect contact WIth legIslators, theIr staffs, government offICIaIs, or a legIslatIve body? h RalIIes, demonstratIons, semInars, conventIons, speeches, lectures, or any SImIlar means? I Other actIVItIes? I Total Add lInes 1c through 1I 23 DId the actIVItIes In km 1 cause the organIzatIon to be not descrIbed In sectIon 501(c)(3)? b If "Yes." enter the amount of any tax Incurred under sectIon 4912 c If "Yes." enter the amount of any tax Incurred by organIzatIon managers under sectIon 4912 d If the fIlInq organIzatIon Incurred a sectIon 4912 tax, dId It We Form 4720 for thIs year? Part Ill-AI Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes 1 Were substantIally all (90% or more) dues recered nondeducthle by members? 1 2 3 DId the organIzatIon make only In-house lobbyIng expendItures of $2,000 or less? DId the organIzatIon agree to carry over lobbyIng and polItIcal expendItures from the prIor yeaf? 2 3 No Part III-BI Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section .5 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part Ill-A, line 3, is answered "Yes." Dues, assessments and SImIlar amounts from members 2 SectIon 162(e) nondeducthle lobbyIng and polItIcal expendItures (do not include amounts of political 1 expenses for which the section 527(f) tax was paid). a Current year 23 b Carryover from last year 2b c Total 2c 3 Aggregate amount reported In sectIon 6033(e)(1)(A) notIces of nondeducthle sectIon 162(e) dues 4 If notIces were sent and the amount on Me 2c exceeds the amount on lIne 3, what portIon of the excess 3 does the organIzatIon agree to carryover to the reasonable estImate of nondeducthle lobbyIng and poIItIcal 5 expendIture next year? 4 Taxable amount of lobbyIng and polItIcal expendItures (see InstructIons) 5 [Part IV I Supplemental Information PrOVIde the descrIptIons reqUIred for Part l-A, lIne 1. Part l-B, Me 4, Part I-C, Me 5, Part Il-A (affIlIated group lIst); Part "A lInes 1 and 2 (see InstructIons), and Part "8, km 1 Also, complete thIs part for any addItIonal InformatIon. Schedule C (Form 990 or 990-EZ) 2015 i333. 28 I 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301 SCHEDULE D (Form 990) > Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 123, or 12b. Department oI the Treasury Internal Revenue Serwce 2015 . > AuaCh to Form 990- Open t9 Public D Information about Schedule D (Form 990) and its instructions is at www.lrs.gov/form990. Name of the organization Part I OMB No 1545-0047 Supplemental Financial Statements IDSPGOtIOD Employer identification number Evergreen Freedom Foundation 94-3136961 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.CompIete If the organIzatIon answered "Yes" on Form 990, Part IV, km 6 0156753.; (a) Donor adVIsed funds (b) Funds and other accounts Total number at end of year Aggregate value of contrIbutIons to (durIng year) Aggregate value of grants from (durIng year) Aggregate value at end of year DId the organIzatIon Inform all donors and donor adVIsors In ertIng that the assets held In donor adVIsed funds are the organIzatIon's property, subject to the organIzatIon's excluswe legal control? IZI Yes IZI No IZI Yes III No DId the organIzatIon Inform all grantees, donors, and donor adVIsors In ertIng that grant funds can be used only for charItable purposes and not for the benefIt of the donor or donor adVIsor, or for any other purpose conferrIng ImpermISSIbleprIvate benefIt? I Part II 1 Conservation Easements. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Me 7 1 Purpose(s) of conservatIon easements held by the organIzatIon (check all that apply) PreservatIon of land for publIc use (9 g , recreatIon or educatIon) CI ProtectIon of natural habItat III PreservatIon of open space CI PreservatIon of a hIstorIcally Important land area CI PreservatIon of a certIerd hIstorIc stmcture Complete lInes 2a through 2d If the organIzatIon held a qualIerd conservatIon contrIbutIon In the form of a at the E QOU'QI day of the tax year Total number of conservatIon easements Total acreage restrIcted by conservatlon easements Number of conservatIon easements on a certIerd hIstorIc structure Included In (a) Number of conservatIon easements Included In (c) achIred after 8/17/06, and not on a hIstorIc structure lIsted In the NatIonal RegIster Number of conservatIon easements modIerd, transferred, released, extIngwshed, or termInated by the organIzatIon durIng the tax year > Number of states where property subject to conservatIon easement Is located > Does the organIzatIon have a when poIIcy regardIng the perIodIc monItorIng, InspectIon, handlIng of VIolatIons, and enforcement of the conservatIon easements It holds? CI Yes IZI No Staff and volunteer hours devoted to monItorIng, InspectIng, handlIng of VIolatIons, and enforcmg conservatIon easements durIng the year > .222.2.22 Amount of expenses Incurred In monItorIng, InspectIng, handIIng of VIolatIons, and enforcmg conservatIon easements durIng the year > $ Does each conservatIon easement reported on Me 2(d) above satIsfy the reqUIrements of sectIon 170(h)(4)(B)(I) and sectIon 170(h)(4)(B)(II)'7 IZI Yes CI No In Part XIII, descrIbe how the organIzatIon reports conservatIon easements In Its revenue and expense statement, and balance sheet, and Include, If applIcable, the text of the footnote to the organIzatIon's fInanCIaI statements that descrIbes the organIzatIon's accountIng for conservatIon easements Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Me 8. 1a If the organIzatIon elected, as permItted under SFAS 116 (ASC 958). not to report In Its revenue statement and balance sheet works of art, hIstorIcal treasures, or other sImIlar assets held for publIc ethbItIon, educatIon, or research In furtherance of publIc serVIce, prowde, In Part XIII, the text of the footnote to Its fInanCIal statements that descrIbes these Items. If the organIzatIon elected, as permItted under SFAS 116 (ASC 958). to report In Its revenue statement and balance sheet works of art. hIstorIcal treasures. or other simIlar assets held for publIc ethbItIon, educatIon, or research In furtherance of publIc serVIce. prowde the followmg amounts relatIng to these Items (I) Revenue Included on Form 990, Part VIII, Me 1 (Ii) Assets Included In Form 990. Part X 2 b $ b $ If the organIzatIon recered or held works of art, hIstorIcal treasures, or other SImIlar assets for frnanCIal gaIn, prowde the followmg amounts requned to be reported under SFAS 116 (ASC 958) relatIng to these Items; a Revenue Included on Form 990, Part VIII, Me 1 b Assets Included In Form 990, Part X LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. b $ > $ Schedule D (Form 990) 2015 $33.11. 15541103 758743 FCOF0325 29 2015.04030 Evergreen Freedom Foundatio FCOF030155 I g K Schedule D(Form 990) 2015 Evergreen Freedom Foundation 94-3136961 Page 2 [Part "I I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Asset5(contrnued) 3 Usmg the organIzatIon's achIsmon, acceSSIon, and other records, check any of the followmg that are a SIgnIficant use of Its collectIon Items (check all that apply) a CI PubIIc ethbItIon d IZI Loan or exchange programs b E Scholarly research e CI Other c CI PreservatIon for future generatIons 4 Prowde a descrIptIon of the organIzatIons collectIons and explaIn how they further the organIzatIon's exempt purpose In Part XIII. 5 Dunng the year, dId the organIzatIon what or recere donatIons of art, hIstorIcal treasures, or other SIITIlIar assets to be sold to raIse funds rather than to be maIntaIned aspart of the organIzatIon's collectIon? I Part IV EINo IZI Yes Escrow and Custodial Arrangements. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Me 9, or reported an amount on Form 990, Part X, lIne 21. 1a Is the organIzatIon an agent, trustee, custodIan or other IntermedIary for contrIbutIons or other assets not Included on Form 990. Part X? EINO If "Yes," explaIn the arrangement In Part XIII and complete the followmg tablet 0 IZI Yes b CL 0 DIstrIbutIons durIng the year '8 Amount BegInnIng balance AddItIons durIng the year EndIng balance 2a DId the organIzatIon Include an amount on Form 990, Part X, km 21 , for escrow or custodIal account IIabIIIty? b If "Yes IPartV Endowment Funds. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Me 10 ja) Current year (c) Two years back (d) Three years back (e) Four years back K) ContrIbutIons Net Investment earnIngs, gaIns, and losses Grants or scholarshlps o (b) PrIor year BegInnIng of year balance CL If 1a No C] explarn the arrangement In Part XIII Check here If the explanatlon has been prowded on Part Xlll Other expendItures for facrlItIes -g and programs AdmInIstratIve expenses 9 End of year balance 2 Prowde the estImated percentage of the current year end balance (Me 19, column (a)) held as% a Board deSIgnated or quaSI-endowment b % b Permanent endowment D c TemporarIly restrIcted endowment P % The percentages on lInes 2a, 2b, and 2c should equal 100%. 32 Are there endowment funds not In the possessmn of the organIzatIon that are held and admInIstered for the organIzatIon by (i) unrelated organIzatIons (iI) related organIzatIons b 4 If "Yes" on Me 3a(II), are the related organIzatIons lIsted as reqUIred on Schedule R? Descr be In Part XIII the Intended uses of the organIzatIon's endowment funds Part VI Land, Buildings, and Equipment. Complete If the organIzatIon answered "Yes" on Form 990, Part IV. IIne 11a. See Form 990, Part X, Me 10 DescrIptIon of property (3) Cost or other (b) Cost or other (c) Accumulated baSlS (Investment) baSIS (other) deprecIatIon (d) Book value 1a Land b BUIIdIngs c 600,527. 216,110. 384,417. 183,847. 125,870. 57,977. Leasehold Improvements d Equrpment e Other Total. Add lInes 1a through 1e (Column (d) must equal Form 990, Part X, column (B), We 10c ) ) 442 , 394 . Schedule D (Form 990) 2015 532052 09-21-15 15541103 758743 FCOF0325 30 2015.04030 Evergreen Freedom Foundatio FCOF03$55 y x. amwweowmmeqnzns [ Part VII Everqreen Freedom Foundation 94-3136961 Pwe3 Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description Of SBCUIIIy or category (Including name oi security) (b) Book value (c) Method of valuation' Cost or end-of-year market value (1) FinanCial derivatives (2) Closely-held equity interests (3) Other AA) (B) (C) (D) (E) (F) (G) (H) Total. (Col. (b) must equal Form 990, Part X, col. (BLIine 12.) b [ Part VIII Investments - Program Related. if the answered "Yes" on Form 990 Part IV line 11c. See Form 990 Part (a) Description of investment Part IX (b) Book value line 13 (c) Method of valuation Cost or end-of-year market value Other Assets. if the answered "Yes" on Form 990, Part IV, line 11d See Form 990 Part X, line 15 (a) Description Part X (b) Book value Other Liabilities. Complete if the organization answered "Yes" on Form 990. Part IV, line 11a or 11f See Form 990, Part X, line 25 1. (a) Description of liability (1) (b) Book value Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col (8) line 25 ) 2. b Liability for uncertain tax positions In Part XIII, prowde the text of the footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax posmons under FIN 48 (ASC 740) Check here if the text of the footnote has been prOVIded in Part XIII '3 Schedule D (Form 990) 2015 532053 09-2 1- 15 15541103 758743 FCOF0325 31 2015.04030 Evergreen Freedom Foundatio FOOFLOLQIg i h s. Smmmmofmmewnmw Everqreen Freedom Foundation 94- 3136961 Pwe94 (Part XI ] Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a 1 Total revenue. gains, and other support per audited finanCIal statements 2 Amounts included on line 1 but not on Form 990, Part VIII, line 12 1 a Net unrealized gains (losses) on investments b Donated sewices and use of faCIlities c Recoveries of prior year grants 23 2b 2c d Other (Describe in Part XIII ) 2d e Add lines 23 through 2d 3 4 ; . 3 c , 2e 3 Investment expenses not included on Form 990, Part VIII, line 7b 4a 4b b Other (Describe in Part XIII) l . Subtract line 2e from line 1 Amounts included on Form 990, Part Vlll, line 12, but not on line 1. Add lines 4a and 4b 4c Total revenue Add lines 3 and 4c. (This must equal Form 990, Partl, line 12) 5 Part XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV. line 12a 1 Total expenses and losses per audited finanCIal statements 2 Amounts included on line 1 but not on Form 990, Part IX, line 25 a 1 Donated seNices and use of faculties 2a b Prior year adjustments c Other losses 2b 2c d Other (Describe in Part Xlll) 2d e Add lines 2a through 2d 2e 3 Subtract line 23 from line 1 4 Amounts included on Form 990, Part IX, line 25. but not on line 1. a , Investment expenses not included on Form 990. Part VIII, line 7b 3 4a 4b b Other (Describe in Part Xlll ) c Add lines 4a and 4b 4c Total expenses Add lines 3 and 4c. (This must equal Form 990, Part I, line 18) 5 I P5art XIII Supplemental Information. Prowde the descriptions requwed for Part II. lines 3, 5, and 9; Part III, lines 1a and 4, Part IV, lines 1b and 2b, Part V, line 4; Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b. Also complete this part to prowde any additional information Eggs-415 Schedule D (Form 990) 2015 32 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOFQLOLvair SCHEDULE G OMB No 1545-0047 (Form 990 or 990-EZ) Supplemental Information Regarding Fundraismg or Gaming Actiwties 2015 Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or it the organization entered more than $15,000 on Form 990-EZ, line Ga. Department of the Treasury Internal Revenue Sewice Open to Public b Attach to Form 990 or Form 990-EZ. Inspection D Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.lrs.gov/form990. Name of the organization Employer identification number Evergreen Freedom Foundation 94-3136961 Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not reqmred to complete this part. 1 Indicate whether the organization raised funds through any of the followmg activmes. Check all that apply a E Mail solicnations e [Xi Solicnation of non-government grants b LE] Internet and email solicitations f C] SoliCItation of government grants c iii Phone soliCItations g D SpeCial fundraismg events d iii In-person soliCitations 2 a Did the organization have a written or oral agreement With any indIVidual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection With professmnal fundraismg serwces? Ci Yes iiiNo b If "Yes," list the ten highest paid indIVIduals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization iii D d (i) Name and address of indIVIduaI .. rim raisler (ll) ACt'V'ty or entity (fundralser) v Amount aid (iv) Gross receipts hgvgoiiiscifdfy I from actIVIty American Philanthropic - 18 N consulting , Church St, coordination #2 West Chester Castleraine, Inc. - 67 Talamord Trail Brockport grant Yes direct mail fundraiser listed In COI (i) organization No x O, 65 104. <65 104.> X 0, 29 <29 phone calls, letters to NY donors Total 3 (VI) Amount pald to (or retained by) Y contributionos'l . kg (or ,etameg by) > 504, 94 608. 504) <94 soe.> List all states in which the organization is registered or licensed to when contributions or has been notified it is exempt from registration or licensmg. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. See Part Schedule G (Form 990 or 990-EZ) 2015 IV for continuations 532081 09-14-15 33 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301 1 5. W Schedule G Form 990 .. or 990- 2m5Ever-reen Freedom Foundation Fundraismg Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraismg event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events With gross receipts greater than $5,000 (b) Event #2 (3) Event #1 (c) Other events (d) Total events (add col. (a) through col. (e)) Revenue (event type) (total number) (event type) Gross receipts Less Contributions Gross income (line 1 minus line 2) Cash prizes Direct Expenses Noncash prizes Rent/facnity costs Food and beverages 8 Entertainment 9 Other direct expenses 10 Direct expense summary Add lines 4 through 9 in column (d) 11 N at income summary Subtract line 10 from line 3, column (d) Part III , Gaming. Complete if the organization answered "Yes" on b P Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 63. (b) Pull tabs/instant Ew B m)m0 (d) Total gaming (add memmwwmo mmmwmm cmmewwwy (I to 1 Gross revenue 2 Cash prizes 8 8 Q- 3 LU 6 g 4 0 9 Noncash prizes Rent/faCility costs 5 Other direct expenses 6 Volunteer labor 7 Direct expense summary Add lines 2 through 5 in column (d) 8 Net gaming income summary Subtract line 7 from line 1, column (d) E] Yes iii No % [I] Yes [3 No % Ci Yes C] No % Enter the state(s) in which the organization conducts gaming actiwties. a Is the organization licensed to conduct gaming actiwties in each of these states? i2] Yes Ci No EiYes Ci No b If "No," explain 10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? b If "Yes," explain Schedule G (Form 990 or 990-EZ) 2015 532082 09-14- 15 34 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301 i L '- 94- 3136961 demmemmmmmmemmazmsEvergreen Freedom Foundation 11 Does the organization conduct gaming actiwties With nonmembers? 12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed 13 to administer charitable gaming? Indicate the percentage of gaming actiwty conducted in a The organization's faCIlity b An outSide faCIlity 14 Pwea Yes II) No i2] Yes i3 No 133 13b % % Enter the name and address of the person who prepares the organization's gaming/speCial events books and records. Name P Address b 153 Does the organization have a contract With a third party from Whom the organization receives gaming revenue? b If "Yes," enter the amount of gaming revenue received by the organization D $ ij Yes [2] No Ci Yes Ci No and the amount of gaming revenue retained by the third party b $ c If "Yes," enter name and address of the third party. 1 Name > Address P 16 Gaming manager information Name > Gaming manager compensation D $ Description of serwces prowded b E Director/officer 1 1 17 iii Employee iii Independent contractor Mandatory distributions. a Is the organization reqwred under state law to make charitable distributions from the gaming proceeds to I retain the state gaming license? b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt actIVities during the tax year > $ lPart lVl Supplemental Information. Prowde the explanations requwed by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable Also prowde any additional information (see instructions). Schedule G, (i) Part I, Line Name of Fundraiser; 2b, American Philanthropic (i) Address of Fundraiser; (i) Name of Fundraisert List of Ten Highest Paid Fundraisers; 18 N Church St. Castleraine, (i) Address of Fundraiser; #2, West Chester, PA 19382 Inc. 67 Talamord Trail, 532083 09-14-15 Brockport, NY 14420 Schedule G (Form 990 or 990-EZ) 2015 35 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOFQ3Q1i>ZE;r , y s smmMeGmmmemommmm Evergreen Freedom Foundation 94-3136961ka4 [Part IV I Supplemental Information (continued) Schedule G (Form 990 or 990-EZ) 532054 04-01-15 36 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301 t b u OMB No 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Department oi the Treasury b Attach to Form 990 or 990-EZ. Internal Revenue Samoa Open to Public Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at www.lrs.qov/form990. Name of the organization Inspection Employer identification number Evergreen Freedom Foundation Form 990, W Part III, Line 4a, 94-3136961 Program Service Accomplishments; Communications and Community Service; Drafted and executed plans to persuasively communicate the Freedom Foundation's mission of advancing individual liberty, government. free enterprise, and limited accountable Published 12 monthly 'Living Liberty' subscribers). journals (6,500 Produced and aired cable TV ads in Washington and Oregon educating union members about their rights. Billboards, newspapers, radio and bus ads. around the state. fliers in Provided speakers to 78 speaking events Regularly updated website blog (392 posts) and maintained website myfreedomfoundation.com with 328,366 page views. 125 videos produced with 152,000 views. Produced 52 episodes of weekly video update called "The Freedom Update" emailed to 9,500 contacts). (posted online and video link Purchased Facebook and Google ads to expand reach via social media and internet platforms. Form 990, Part III, Line 4d, Other Program Services; Investor Relations; Established to inform and engage policy makers, community leaders and concerned citizens, encouraging them to provide positive and active influence over public policy decision-making and to promote the Foundation's mission to an increasingly wider audience. Expenses $ Form 990, 269,680. Part VI, including grants of Section B, line $ Revenue $ 0. 11; Form 990 is reviewed by the Board Treasurer, Executive Officer of 0. Director of Finance, and Chief the organization and is sent to each board member for review. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2015) 532211 09-02-15 37 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301 1 Jr .1 Schedule 0 (Form 990 or 990rEZ) (2015) Name of the organization Page 2 Employer identification number Evergreen Freedom Foundation Form 990, Part VI, 94-3136961 Section B, Line 12c; The Foundation's officers review the prior and current business connections of all potential trustees and employees prior to their selection/hire for possible conflicts of interest. If an actual or perceived conflict exists in the opinion of the Foundation's management, then the candidate will not be selected for the position or will be asked to terminate the conflicted relationship. Full-time employees are required to inform management if they intend to accept a second job or self-employment so that potential conflicts with the work for the Foundation can be identified. If a conflict of interest is discovered by management due to an employee's second job or self-employment, seven days the Foundation can require resolution of the matter within or the employee can be terminated. All contracts are reviewed by management to ensure no conflicts of interest exist between trustees, employees and third-party vendors. undertaken for third parties, If lawsuits are the Foundation's general counsel checks for any prior involvement with interested parties to the litigation that might involve a conflict of interest. lawsuit, If a conflict exists in a contract or a the Foundation will not enter into the contract or represent the third party. Form 990, Part VI, Section B, Line 15; The CEO of the Foundation sets the compensation level for all new hires, and determines increases for current employees. sets the compensation level for the CEO. The Board of Directors The annual compensation budget is 532212 09.02.15 Schedule 0 (Form 990 or 990-EZ) (2015) 38 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301 o2. Schedule 0 (Form 990 or 990-EZ) (2015) Page 2 Employer identification number Name of the organization Evergreen Freedom Foundation 94-3136961 reviewed by the Board of Directors and compared to the financial health of the Foundation. Form 990, Part VI, Section C, Line 19; Interested persons are given access to governing documents, financial statements via guidestar.org and other similar websites, written request or Provided documents for the policies and 990 and the and upon in person. in person or by email. second for the 1023 We have two request forms, one form. 532212 09-02-15 Schedule 0 (Form 990 or 990-EZ) (2015) 39 15541103 758743 FCOF0325 2015.04030 Evergreen Freedom Foundatio FCOF0301