o - I Return of Organization Exempt From Income Tax Form 990 > Do not enter seeial security numbers on this form as it may be made public. Department of the Treasury Open to Public 'nlema' REVenue SUV-Ge D Information about Form 990 and its instructions is at www.ks.gov/form990. A For the 2014 calendar year, or tax year beginning B Check if M Under section 501(c), 527, or 4947(a)( 1) of he Internal Revenue C ode (except prlvate foundations) Inspection and ending C Name of organization D Employer identification number applicable Address . change 2133., 213% Evergreen Freedom Foundat 1011 Dom busmess as Freedom Foundation Number and street (or RC box it mall is not delivered to street address) 253%, PO Box 94-3136961 Room/su1le E Telephone number 552 360-956-3482 LigamCity or town, state or provmce, country, and ZIP or foreign postal code $272M Olympia , WA 98507 Cltsrtma' F Name and address of prinClpal officer.Tom MC Cabe pending S ame aS C G Gross recerpts s 2 , 182 , 433 . H(a) Is this a group return for subordinates? DE] X No above I Tax-exempt status [X] 501(c)(3) H(b) Are all subordinates included7E] Q l2] 501(c)( )4 (insert no.) CI 4947(a)(1)or D 527 J Website; y w . myf reedomf oundat i on . com K Form of organization [1] Corporation [Z] Trust (I) Assoc1atlon [Z] Otherb NO If "No,' attach a list (see instructions) H(c) Group exemption number p I L Year of lormatlon' l 9 9 ll M State of legal domlcne; WA l Part II Summary a, 1 g Briefly describe the organization's mlSSlon or most Significant actIVltles free enterprise , and limited , To advance E; E 2 Check this box > 3 % 3 Number of voting members of the governing body (Part VI, line 1a) (iv 3 4 Number of independent voting members of the governing body (Part-tibia F (=1 3 5 Total number of lndlv1duals employed in calendar year 2014 (Part V line 2 Z 2 g E 6 Total number of volunteers (estimate if necessary) a 7 a Total unrelated busmess revenue from Part VIII, column (C), line 12 (9 1;) LU a, g 5 I 1 iberty , E] 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, Ine 34 2% <31 0 m individual accountable government . (, ..... '1'" ktk M] ED a 0 MAY 2 0 2015 E I 8 Contributions and grants (Part Vlll,llne1h) z @GDEN 9 Program serwce revenue (Part VIII, line 29) F "' 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and He) 12 Total revenue - add IlneS 8 through 11 (must equal Part Vlll, column (A), line 12) It? TD tor Year J1, 357 W37 2 17 19 1 , 76 6 , , , , , 3 14 4 l4 5 30 6 7a 22 0 . 7b 0 . Current Year 097 l50 220 769 236 . . . . . l , 788 339 l7 24 2 , 170 , , , , , 651 50 0 1 44 990 28 5 . . . . . 13 Grants and Similar amounts paid (Part IX, column (A), lines 1-3) 0 . 0 . 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 . 0 . l , 354 , 464 . 0 . 1 , 204 , 629 . 17 , 0 l 7 . 3 2 in)- 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 510) 16a Protesswnal fundralsmg fees (Part IX, column (A), line 11a) b Total fundralsmg expenses (Part IX. column (D), line 25) P 140 , 0l2 . w 17 Other expenses (Part IX, column (A), IlneS 11a-11d, 11f-24e) 9O9 , 286 . 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), llne 25) 19 Revenue less expenses Subtract line 18 from line 12 5@ 2'2? 20 Totalassets(PartX,llne16) 2 , 211 , 61l . <4 1 , 3 2 6 . > End of Year 1,242,870. E; 21 Total Ilabllltles (Part x. line 26) if 22 989 , 965 . 2 , 263 , 750 . <4 9 7 , 5 l 4 . > Beginning of Current Year Net assets or fund balances Subtract line 21 from line 20 1,250,661. 181 . 084 . 228 , 901 . 1 , 061 , 786 . l , 02l , 760 . Bart II I Signature Block Under penalties of perlury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge /lm Sign 0 Signature gcQL ,. Tom MCCabe, Here IDEAL; olllcer Chief Executive Officer Type or print name and title Print/Typepreparer'sname Paid Preparer Use Only David A. Coates, re rer'ssm CPA Flrmtsname . Frost & ComQany, Flrmtsaddress> P O Box 7609 Olympia, T re &. a 5. Date [CPA- P.S. WA 98507-7609 Maythe IRS discuss this return With the preparer shown above? (see instructions) 432001 11-07-14 LHA For Paperwork Reduction Act Notice, see the separate instructions. [CW E] 04/27/15 sehemployed Flrm'SEIN> PM] P00004144 91-1136436 Phoneno.(360) 786-8080 DYes E] No Form 990 (2014) ' l A wmnwoemm Evergreen Freedom Foundation 94-3136961 PyeZ I Part Ill [ Statement of Program Service Accomplishments Check If Schedule 0 contains a response or note to any Itne In "115 Part III 1 [Z] Bnetly describe the organization's mussnon To advance individual liberty, accountable government. free enterpriseg and limited, DId the organization undertake any Significant program servnces dunng the year Wthh were not listed on the prior Form 990 or 990-527 [21E] X No If 'Yes,' describe these new servrces on Schedule 0 Dld the organization cease conducting, or make Slgnlflcant changes In how rt conducts, any program servnces'? DE X No If 'Yes," describe these changes on Schedule 0 Descnbe the organization's program servuce accomplishments for each of Its three largest program servnces, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are requured to report the amount of grants and allocations to others, the total expenses, and revenue, If any, for each program servrce reported 4a (Code ) (Expenses 5 1 l 1 7 3 l 1 2 O . Including grants 01$ ) (Revenue 5 3 39 l 5 0O o ) 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 12 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 appearancesr 101 times in print, 111 online, 19 TV and 119 times on radio. Produced 15 studies and research reports on topics such as mandatory paid sick leave, union political spending, minimum wage, labor standards, union lobbying, class size and education spending. 4b (Code ) (Expenses $ 2 0 0 l 6 6 3 0 Including grants 01$ ) (Revenue $ ) Citizen Action Network; Connected, equipped, and empowered citizens to campaign for their rights and fulfill their duties as people in a free society. Through the Student Freedom project connected with 500 citizens through speaking engagements venues around the state on various constitutional principles. Staff participated in two debates at St. Martins University. One covered the minimum wage and the second addressed the topic of citizen/ballot initiatives in a free society. Researched and published the 'Big Spender List' showing the fiscal impact of bills sponsored by state legislators. Developed and published ideas for local union reform initiatives that could be implemented at the city level of government. Citizens in four cities petitioned their local governments to make labor reforms. (Code ) (Expenses $ 2 8 3 l 6 3 0 o Including grants 01$ ) (Revenue 3 ) Legal; Provided legal assistance to county employees who were being denied their rights to opt out of paying dues for political purposes. Union settled the case and returned past dues to the union members. 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 12,000 child care providers of their rights via email, two letters, phone calls and post card. 4d Other program servuces (Describe In Schedule 0) 4e Total program servuce expenses b (Expenses s 2 3 7 I 5 2 5 - Includmggrants 01$ ) (Revenue 5 ) 1 , 894 , 938 . Form 990 (2014) 432002 noM4 See Schedule 0 for Continuation(s) 2 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 I ' l A Form 990 (2014) Evergreen Freedom Foundation 94-3136961 Page3 I Part IV I Checklist of Required Schedules Yes 1 No ts the organization descnbed in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A 2 Is the organization reqwred to complete Schedule B, Schedule of Contributors? , 3 Did the organization engage in direct or indirect political campaign actiVities on behalf of or in opposrtion to candidates for 4 Section 501(c)(3) organizations. Did the organization engage in lobbying actiVities, or have a section 501(h) election In effect public office? I! "Yes, ' complete Schedule C, Part I X X 3 during the tax year? ll "Yes," complete Schedule C, Part II 5 1 2 4 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 9819? If "Yes, ' complete Schedule C, Part III 5 X 6 Did the organization maintain any donor adwsed funds or any Similar funds or accounts for which donors have the right to prowde adVIce on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part! 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, 7 X a X 9 X 10 X the enVironment, 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 prowde credit counseling, debt management, credit repair, or debt negotiation seNices? If "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 quaSI-endowments? If "Yes," complete Schedule D, Part V 11 If the organization's answer to any of the followmg questions is "Yes," then complete Schedule D, Parts VI, VII, Vlll, IX, or X as applicable a Did the organization report an amount for land, bwldings, and equment in Part X, line 10? If "Yes," complete Schedule D, Part VI 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? If "Yes," complete Schedule D, Part VII 0 Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of rts total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Vlll 11a X 11b X 11c X d Did the organization repon an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in e t Part X, line 16? I! "Yes," complete Schedule D, Part IX 11d X Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X 11e X 11t X 12a X 12b X Did the organization's separate or consolidated finanCIaI statements for the tax year include a footnote that addresses the organization's liability for uncertain tax posmons under FIN 48 (A80 740)? If "Yes," complete Schedule D, Part X 123 Did the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes," complete Schedule D, Parts XI and Xll b Was the organization included in consolidated, independent audited finanCial statements for the tax year? If "Yes, " and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(iD? If "Yes," complete Schedule E 14a Did the organization maintain an office, employees, or agents outSIde of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program seNice actiVities outSide the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts land IV 15 13 X 14a X 14b X 15 X X Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other aSSIStance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 16 Did the organization report on Part IX, column (A), line 3, more than $5.000 of aggregate grants or other a55istance to or for foreign mdiViduals? I! "Yes, " complete Schedule F, Parts Ill and IV 16 17 Did the organization report a total of more than $15,000 of expenses for professmnal fundraismg serVices on Part IX, column (A), lines 6 and He? If "Yes," complete Schedule G, Partl 17 18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part Vlll, lines 19 1c and 8a? I! "Yes," complete Schedule G, Part II Did the organization report more than $15,000 of gross income from gaming actiVities on Part Vlll, line 9a? If "Yes, ' complete Schedule G, Part III 20a Did the organization operate one or more hospital faCilities? I! "Yes," complete Schedule H b If "Yes" to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? X 18 X 19 X 20a X 20b Form 990 2014) 432003 1 1-07-14 3 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 mmmmoemm Evergreen Freedom Foundation 94-3136961 ng4 I Part IV I Checklist of Required Schedules (cont/nued) Yes 21 No Did the organization report more than $5,000 of grants or other as5istance to any domestic organization or 22 23 domestic government on Part IX, column (A), line 1'7 If 'Yes. ' complete Schedule I, Parts land II 21 X Did the organization report more than $5,000 of grants or other a55istance to or for domestic indIViduals on Part IX, column (A), line 27 If 'Yes, ' complete Schedule I, Parts land III Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current 22 X 23 X Schedule K II 'No', go to line 25a 24a X Did the organization invest any proceeds of tax-exempt bonds beyond a temporary penod exception? 24b 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 prinCIpaI amount of more than $100,000 as of the last day of the year, that was Issued after December 31, 20027 I! 'Yes, ' answer lines 24b through 24d and complete b 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? 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 253 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'7 If "Yes," complete Schedule L, Part IV 28a X b A family member of a current or former officer, director, trustee, or key employee'7 If "Yes," complete Schedule L, Part IV 28b 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 I 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 prowde a grant or other a55istance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If 'Yes. " complete Schedule L, Part III 28 Was the organization a party to a busmess transaction With one of the followmg parties (see Schedule L, Part IV 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'7 If "Yes, ' complete Schedule L, Part IV 29 Did the organization receive more than $25,000 in non-cash contributions'7 If "Yes," complete Schedule M 30 28c X 29 X 30 X 31 X 32 X 33 X 34 X 35a X Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete Schedule M 31 Did the organization liqUidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?" "Yes," complete Schedule N, Part II Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3'7 If "Yes," complete Schedule R, Partl 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, Ine 1 353 b Did the organization have a controlled entity Within the meaning of section 512(b)(13)7 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)'7 II "Yes," complete Schedule R, Part V, line 2 36 If "Yes, ' complete Schedule R, Part V, line 2 37 36 X 37 X Did the organization conduct more than 5% of its actiwties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes'7 If "Yes," complete Schedule R, Part VI 38 35b Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19'7 Note. All Form 990 filers are reqwred to complete Schedule 0 38 X Form 990 2014) 432004 11-07-14 4 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Form 990 (2014) 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 [Z] ' Yes 13 Enter the number reported in Box 3 of Form 1096 Erter 0- if not applicable b Enter the number of Forms W-2G included in line 1a Enter 0- if not applicable c 1a 20 1b 0 Did the organization comply wrth backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) Winnings to prize Winners? 2a 1c X 2b X 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 No 23 30 If at least one is reported on line 2a, did the organization file all reqwred federal employment tax returns? Note. lf the sum of lines 1a and 2a is greater than 250, you may be reqUired to e-file (see instructions) 3a Did the organization have unrelated busmess gross income of $1,000 or more during the year? b 33 If 'Yes,' has it filed a Form 990T for this year? If 'No, ' to line 3b, prowde 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 finanCIaI account in a foreign country (such as a bank account, securities account, or other finanCIal account)? 4a X 5a 5b X X b If 'Yes,' enter the name of the foreign country P See instructions for filing reqwrements for FinCEN Form 114, Report of Foreign Bank and FinanCIaI 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'7 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization SOIICIt any contributions that were not tax deductible as charitable contributions? 6a X b If "Yes," did the organization include With every solimtation an express statement that such contributions or gifts were not tax deductible'7 7 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 serwces prOVIded to the payor? b If "Yes,' did the organization notify the donor of the value of the goods or seNices prowded? c 7a 7b X 7c X Did the organization sell, exchange, or otherWise dispose of tangible personal property for which it was reqUIred to file Form 8282? d If "Yes." indicate the number of Forms 8282 filed during the year 7d e Did the organization receive any funds, directly or indirectly. to pay premiums on a personal benefit contract? f 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 reqUIred? 79 h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C'7 Sponsoring organizations maintaining donor adwsed funds. Did a donor adVIsed fund maintained by the 7h 8 sponsoring organization have excess busmess holdings at any time during the year? 9 7e 8 Sponsoring organizations maintaining donor advrsed funds. a Did the sponsoring organization make any taxable distributions under section 4966? b Did the sponsoring organization make a distribution to a donor, donor adVIsor, or related person? 10 9a 9b Section 501(c)(7) organizations. Enter a Initiation fees and capital contributions included on Part Vlll, line 12 10a b Gross receipts, included on Form 990, Part VI", line 12, for public use of club faculties 11 10b Section 501(c)(12) organizations. Enter a Gross income from members or shareholders 11a b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? b 13 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? 13a 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 13b c Enter the amount of reserves on hand 13c 14a Did the organization receive any payments for indoor tanning sewices during the tax year? b If "Yes," has it filed a Form 720 to report these payments? If "No, " prowde an exglanation in Schedule 0 14a 14b X Form 990 (2014) 432005 11-07-14 5 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 mmuwoemo Evergreen Freedom Foundation 94-3136961 Pmes I Part VI I Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and fora 'No' response to line 8a, 8b, or 10b below, describe the Circumstances, processes, or changes in Schedule 0. See Instructions ' Check if Schedule 0 contains a response or note to any line In this Part VI iii 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 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or Similar committee, explain in Schedule 0. 2 1a b Enter the number of voting members included in line 1a, above, who are independent 1b Did any officer, director, trustee, or key employee have a family relationship or a busmess relationship wrth any other officer, director, trustee, or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct superVISIon 4 5 6 of officers, directors, or trustees, or key employees to a management company or other person? Did the organization make any Significant changes to its governing documents Since the prior Form 990 was filed? Did the organization become aware during the year of a Significant diver5ion of the organization's assets? Did the organization have members or stockholders? 7a No 1 4] 14 2 X 3 4 5 6 X X X X 7a X 7b X Did the organization have members, stockholders, or other persons who had the power to elect or appomt one or more members of the governing body? b Are any governance deClSlonS of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the lollowmg; 8 a The governing body? Ba X b Each committee With authority to act on behalf of the governing body? 8b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes, " prowde the names and addresses in Schedule 0 9 X Section B. Policies (This Section B requests information about polices not reqwred by the Internal Revenue Code) Yes 10a Did the organization have local chapters, branches, or affiliates? b If "Yes," did the organization have written pOilCleS and procedures governing the activmes of such chapters, affiliates, 113 10a and branches to ensure their operations are con5istent With the organization's exempt purposes? 10b Has the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form? 11a X 12a X 12b X No X b Describe in Schedule 0 the process, if any, used by the organization to reVIew this Form 990 12a Did the organization have a written conflict of interest policy? If "No, " go to line 13 b Were officers, directors, or trustees, and key employees requued to disclose annually interests that could give rise to conflicts? c Did the organization regularly and conSistently monitor and enforce compliance With the policy? If "Yes," describe in Schedule 0 how this was done 12c X 13 Did the organization have a written whistleblower policy? 13 X 14 Did the organization have a written document retention and destruction policy? 14 X 15 Did the process for determining compensation of the followmg persons include a reVIew and approval by independent a The organization's CEO, Executive Director, or top management offiCIal 15a X b Other officers or key employees of the organization 15b X persons, comparability data, and contemporaneous substantiation of the deliberation and deCISIon'? If "Yes" to line 15a or 15b. describe the process in Schedule 0 (see instructions) 16a Did the organization invest in, contribute assets to, or partICipate in a pint venture or Similar arrangement With a taxable entity during the year? 16a X b If "Yes," did the organization follow a wrrtten policy or procedure requmng the organization to evaluate its partICIpation in pint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status wrth reSJect to such arrangements? 16b Section C. Disclosure 17 List the States With which a copy of this Form 990 is reqUIred to be filed 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) available for public inspection Indicate how you made these available Check all that apply E] Own websne iii Another's webSIte iii Upon request iii Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and Manual Statements available to the public during the tax year 20 State the name, address, and telephone number of the person who possesses the organization's books and records P Gail Kramer - 360-956-3482 2403 Pacific Ave SE, Olympia, WA 432008 11-07-14 13520427 758743 FCOF0325 98501 Form 990 (2014) 6 2014.03040 Evergreen Freedom Foundatio FCOF0301 Form990(2014) Evergreen Freedom Foundation 94-3136961 [Part VII] Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Page? Check if Schedule 0 contains a response or note to any line in this Part VII Section A. C] Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons requned to be listed. Report compensation for the calendar year ending With or Within the organization's tax year 0 Enter 0 0 List all of the organization's current officers, directors, trustees (whether indiwduals or organizations), regardless of amount of compensation 0- in columns (D), (E), and (F) if no compensation was paid List all of the organization's current key employees, if any See instructions for definition of 'key employee ' List the organization's five current highest compensated employees (other than an officer, director, trustee. or key employee) who received report- able 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 officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations 0 L51 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 followmg order indiv1dual trustees or directors, institutional trustees. officers, key employees. highest compensated employees, and former such persons )3 Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) Name and Title (B) Average (C) (do not cfe3333,13" one (D) Reportable (E) Reportable (F) Estimated hours per box, unless person IS both an compensation compensation amount of week may and a d'wcmm'usme) from from related other the organizations compensation organization (W-2/1099-MISC) (W-2/1099-MISC) from the organization (list any 3 hours for related =3 g 6 g organizations 2.2 is below line) (1) Steve Neighbors 2 . 00 Richard Rokes l . 00 Chair (2) Vice Chair (3) Lou Novak Tim McMahon Hans Stoker Bill Conner Robert Jankelson Barbara Kenney X 0 o 0 . O . X X 0 . 0 - 0 . X X 0 . 0 . 0 . X X 0 . 0 . 0 . X 0 a 0 o 0 o X 0. 0. 0. X 0 o 0 o 0 o X 0 o 0 a 0 o X 0 . 0. 0. X 0 o 0 I 0 n X 0 . 0. 0. X 0 . 0 o 0 - X 0 o 0 n O o X 0 . 0 o 0 . 125,000. 0. 0. 1 o 00 Trustee (9) X 1 . 00 Trustee (8) organizations 1 . 00 Trustee (7) and related E 2;; E E E's E- 1 . 00 Trustee (6) g 5.. g 5 1 o 00 Treasurer (5) g E 1.00 Secretary (4) E 2 g D g Laurie Lyford 1 - 00 Trustee (10) Alvin Starkenburg 1 . 00 Trustee (11) Tracy Wilson 1.00 Trustee (12) Dr. John Vasko 1 . 00 Trustee (13) Elaine Chandler l . 00 Trustee (14) Charlie Conner 1 . 00 Trustee (15) Tom S McCabe 50.00 CEO X 432007 11-07-14 Form 990 (2014) 7 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Form 99042014) Evergreen Freedom Foundation 94-3136961 Page3 Egan V" I Section A. Officers, Directors, Trustees, Key Em aloyees. and Highest Compensated Employees (continued) (A) Name and title (3) Average (C) (do no! cfggl'ggman one (D) Reportable (E) Reportable (F) Estimated hours per box. unless person is both an compensation compensation amount of week emcer and a director/trustee) from from related other the organizations compensation g organization (W-2/1099-MISC) g (W-2/1099-MISC) ("ST any 3 hours for r? related g g organizations 5 E g g and related E- ; E g; 2 organizations below "ml g 2 E a 5 3% s- 1b Sub-total c Total from continuation sheets to Part VII, Section A d Total(delines1band1c) 2 from the organization > 125,000. 0. 0. b D 0 . 125,000. 0 . 0. 0 . 0. Total number of indIViduals (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 4 For any indiwdual listed on line 1a, is the sum of reportable compensation and other compensation from the organization line 1a? If "Yes," complete Schedule J for such indiwdual and related organizations greater than $150,000? If "Yes," complete Schedule J for such indiwdual 5 3 X 4 X 5 X Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiwdual for serwces rendered to the organization? I! "Yes, " complete Schedule J for such person Section B. Independent Contractors 1 No 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 seNices Compensation Total number of independent contractors Oncluding but not limited to those listed above) who received more than $100,000 of compensation from the orqanization ) 0 Form 990 2014) 432008 11-07-14 13520427 758743 FCOFO325 2014.03040 8 Evergreen Freedom Foundatio FCOF0301 wmumoemo Everqreen Freedom Foundation 94-3136961 Pwe9 Part VIII I Statement of Revenue Check It Schedule 0 contaIns a response or note to any Me In thIs Part VIII M) Total revenue 02 .2 3 g 1 a Federated campaIgns b MembershIp dues 1a 1b 0,1! c FundraIsmg events 1c gt; d Related organIzatIons 1d 2' g e Government grants (contnbutIons) 1e .2? f .13 3 [Z] m) Related or (0 Unrelated (m Rigplggluafgggsd exempt functIon busmess sectIons revenue revenue 512 - 514 All other contrIbutIons, ngts, grants, and Slmllal amounts not Included above E? g on h Total.AddlInes 1a-1f 11' 1 , 7 8 8 , 6 5 1 . Noncash contributions Included In lInes 1a-1I $ 2 53 2 0 D 1,788,651. Business Code 3 2a Grants gg b (I) c C EE as d e a f 900099 339,500. b 339 , 500 . 17 , 651 . All other program serVIce revenue q Total. Add lInes 2a-2f 3 339,500. Investment Income (IncludIng dIVIdends. Interest, and other SImIlar amounts) P 4 Income from Investment of tax-exempt bond proceeds b 5 RoyaltIes F (I) Real (II) Personal (I) SecurItIes (II) Other 17 , 551 . 6 3 Gross rents b Less rental expenses c Rental Income or (loss) d Net rental Income or (loss) 7 a Gross amount from sales of assets other than Inventory F 11 , 641 . b Less cost or other basIs and sales expenses c GaIn or (loss) d NetgaInoraoss) 12 , 148 . <507 .> o 8 a Gross Income from fundraIsmg events (not g 3 IncludIng $ contrIbutIons reported on Me 10) See 3 b Part IV. km 18 g <507.> a b Less dIrect expenses c <507.> b Net Income or (loss) from fundraIsmg events > 9 a Gross Income from gamIng actIVItIes See Part IV, Me 19 a b Less dIrect expenses b c Net Income or (loss) from gamIng actIVItIes 10 a P Gross sales of Inventory, less returns and allowances a b Less cost of goods sold b c Net Income or (loss) from sales of Inventog b MIscellaneous Revenue Business Code 113 Miscellaneous 900099 24,990. > 24,990. 24,990. b c d All other revenue eTmaAwnmsnand 12 Totalrevenue SeeInstructIons. P 2,170,285. 1??8??14 339,500. . 42,134. Form 990 (2014) 9 13520427 758743 FCOFO325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Evergreen Form 990 (2014) 94-3136961 Freedom Foundation Paqe10 Bart IX I Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part DEB) Do not Include amounts re orted on lines 6b, 7b. ab. 9b. and 1a. orParfv/u. 1 Grants and other a55istance to domestic organizations and domestic governments. See Part IV, line 21 2 Grants and other aSSIStance to domestic indiwduals See Part IV, line 22 3 (C) [3 (A) W memes D) 7083822359 gleanligfgignirgi 29.151329 Grants and other a53istance to foreign organizations. foreign governments, and foreign indIVIduals See Part IV, lines 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 6 Compensation not included above, to disqualilied persons (as delined under section 4958(l)(1)) and persons described in section 4958(c)(3)(B) Othersalariesandwages 7 125 , 000 . 923,181. 95 , 194 . 847,674. 23 , 348 . 53,530. 6 , 458 . 21,977. 8 Pen5ion plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 9 Otheremployeebenefits 72,552. 62,668. 8,345. 1,539. Payrolltaxes 83,896. 75,161. 6,655. 2,080. 188,000. 188,000. 10 11 ' Fees for seNices (non-employees) a Management b Legal c Accounting 15,500. . 15,500. d Lobbying e Prolessmnal fundraismg serVIces. See Part IV, line 17 f l7 , O17 . 17 , 0l7 . Investment management fees 9 Other (Illine 11g amount exceeds 10% of line 25, column(A)amount,listIine11gexpensesonSchO.) 167,136. 146,680. 12 Advertismg and promotion 107 , 268 . l07 , 268 . 20,169. 287. 13 Officeexpenses 217,212. 14 Information technology 1 5 , 01 3 . 126,700. 2,546. 87,966. 13 , 0 8 9 . 1 , 9 24 . 15 Royalties 16 Occupancy 29,862. 23,787. 6,075. 17 Travel 57,973. 53,638. 4,335. 18 Payments of travel or entertainment expenses 73 , 336 . 57 , 428 . 14 , 163 . 27 , 594 . 9,422. 17 , 872 . 8,111. 9 , 722 . 1,311. Dues and subscriptions Licenses, fees and repo Supplies Miscellaneous 28,685. 25,981. 194161. 4,227. 27,002. 23,198. 16,660. 2,323. 1L683. 2,783. 2,463. 999. 38. 905. e Allotherexpenses Totallunctionalexpenses.Addlines1through24e 3,595. 2,211,611. 2,485. 1,894,938. 1,110. 176,661. 140L012. for any federal, state, or local public offICIals 19 Conferences, conventions. and meetings 20 Interest 21 Payments to affiliates 22 23 DepreCIation, depletion, and amortization lnsurance 24 Other expenses. Itemize expenses not covered above. (List miscellaneous expenses in line 24a It line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.) a b c d 25 26 1 L7 45 . Joint costs Complete this line only it the organization reported in column (B) iomt costs from a combined educational campaign and fundraismg solimtation. Check h516> lj i1 followmq SOP 98-2 (ASC 958-720) 432010 11.07.14 Form 990 (2014) 10 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Form 990 (2014) Evergreen Freedom Foundation 94-3136961 Page 11 I Part X I Balance Sheet Check if Schedule 0 contains a response or note to any line in this Part X 1 Cash - non-interest-bearing 2 SaVings and temporary cash investments [I] (A) (B) Beginning of year End of year 293 , 506 . 1 350 , 128 . 2 3 Pledges and grants receivable, net 4 Accounts receivable, net 1O5 , 170 . 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete 6 Loans and other receivables from other disqualified persons (as defined under 3 29 , 4l5 . 4 Part II of Schedule L 5 section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary 3 employees' benefiCiary organizations (see instr) Complete Part II of Sch L % 7 Notes and loans receivable, net < 8 9 Inventories for sale or use Prepaid expenses and deferred charges 10a 7 8 , 306 . 2 , 656 . 103 10b 753 , 846 . 316 , 463 . 4 3 6 , 8 1 6 . 10c 3 9 6 , 4 1 6 . 11 12 Investments - other securities See Part IV, line 11 12 13 Investments - program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 16 Total assets. Add lines 1 through 15 (must equal line 34) 17 Accounts payable and accrued expenses 18 Grants payable 437 , 383 . 414 , 740 . 1, 2 42 , 8 7 0 . 16 1 , 250 , 661 . 169 , 508 . 17 219 , 930 . 18 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV of Schedule D 21 22 Loans and other payables to current and former officers, directors, trustees, 2g key employees, highest compensated employees, and disqualified persons Complete Part II of Schedule L 22 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes and loans payable to unrelated third parties 25 7 , 908 . 11 , 087 . 15 E -' 8 9 Land, bUIldings, and equtpment cost or other baSIS Complete Part VI of Schedule D b Less accumulated depreCiation 11 Investments - publicly traded securities 3 6 11 , 576 . 23 8 , 971 . 24 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Pan X of Schedule D 26 25 Total liabllltles. Add Ilnes 17 through 25 1 8 1 , 0 8 4 . 26 Organizations that follow SFAS 117 (A50 958), check here F 3 [El 228 , 901 . and complete lines 27 through 29, and lines 33 and 34. g 27 Unrestricted net assets 739 , 788 . 27 1 , 0 0 8 , 47 9 . g 28 Temporarily restricted net assets 3 2 1 , 9 9 8 . 28 l3 , 28l . '2 29 Permanently restricted net assets ,3 25 29 Organizations that do not follow SFAS 117 (A56 958), check here D E] and complete lines 30 through 34. 13 30 Capital stock or trust prinCipal, or current funds 30 g 31 Paid-in or capital surplus, or land, budding, or eqUipment fund 31 1.; 32 Retained earnings, endowment, accumulated income, or other funds z 33 34 Totalnetassetsorfundbalances Total liabilities and net assets/fund balances 32 1,061,786. 1 , 2 42 , 8 7 0 . 33 34 1,021,760. l , 250 , 661 . Form 990 (2014) 432011 11-07-14 11 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Form 990 (2014) Evergreen Freedom Foundation 94-3136961 Page 12 I Part XI Reconciliation of Net Assets Check If Schedule 0 contaIns a response or note to any Me In thIs Part Xl 1 2 3 4 CI Total revenue (must equal Part Vlll, column (A), Me 12) Total expenses (must equal Part IX, column (A), km 25) Revenue less expenses Subtract Me 2 from line 1 Net assets or fund balances at begInnIng of year (must equal Part X, line 33, column (A)) 1 2 3 4 5 Net unreaIIzed gaIns (losses) on Investments 5 6 Donated serVIces and use of faCIIItIes 6 7 Investment expenses 7 8 HM perIod adjustments 8 9 Other changes m net assets or fund balances (explaIn In Schedule 0) 9 10 2 , 17 0 2 , 211 <4 1 1 , 061 , , , , 285 611 326 786 l , 300 . 0 . Net assets or fund balances at end of year CombIne IInes 3 through 9 (must equal Part X, line 33, column(B)) I Part XIII Financial Statements and Reporting 10 1,021,760. Check If Schedule 0 contaIns a response or note to any Me In thIs Part XII D Yes 1 . . .> . AccountIng method used to prepare the Form 990 E] Cash [E] Accrual No C] Other If the organIzatIon changed Its method of accountIng from a prIor year or checked 'Other," explaIn In Schedule 0 2a Were the organIzatIon's fInanCIal statements compIIed or reVIewed by an Independent accountant? 23 X If "Yes." check a box below to IndIcate whether the fInanCIaI statements for the year were compIIed or reVIewed on a separate baSlS. consoIIdated basrs, or both [X] Separate baSlS Cl ConsolIdated baSIS E] Both consoIIdated 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 baSIs, consoIIdated baSIS. or both '2] Separate basIs c E] Consolldated baSlS [3 Both consoIIdated and separate baSIS If "Yes" to Me 2a or 2b, does the organIzatIon have a commIttee that assumes responSIbIlIty for overSIght of the audIt. reVIew, or oompIIatIon 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 reqwred to undergo an audIt or audIts as set forth In the SIngle AudIt Act and OMB CIrcular A-133'7 33 b lf "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? If the organIzatIon dId not undergo the reqwred audIt or audIts, epraIn why In Schedule 0 and descrIbe aanteps taken to undergo such audIts X 3b Form 990 (2014) 432012 11-07-14 12 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 SCHEDULE A OMB No 1545-0047 Public Charity Status and Public Support W Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. > Attach to Form 990 or Form 990-EZ. Open to Public (Form 990 or 990-EZ) Department of the Treasury 'mema' Reveme sm'ce D Information about Schedule A (Form 990 or 990-EZ) and Its Instructions Is at www.is.gov/fonn990. Name of the organization Everqreen Freedom Foundation [Part I I Inspection Employer identification number 94-3136961 Reason for Publlc Charity Status (All organizations must complete this part) See Instructions The organization is not a private foundation because it is (For lines 1 through 11, check only one box) 1 A church, convention of churches, or assomation of churches described in section 170(b)(1)(A)(i). [I] 2 C] A school described In section 170(b)(1)(A)(Ii). (Attach Schedule E) 3 '2] A hospital or a cooperative hospital serVIce organization described in ection 170(b)(1)(A)(iii). 4 [Z] A medical research organization operated In conjunction wrth a hospital described In section 170(b)(1)(A)(iii). Enter the hospital's name, City, and state 5 II] An organization operated for the benefit of a college or univerSIty owned or operated by a governmental unit described In on DD ED 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 activrties 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 busrnesses achIred by the organization after June 30, 1975 See section 509(a)(2). (Complete Part III ) An organization organized and operated exclusively to test for public safety See section 509(a)(4). DD 10 11 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 11g a CI Type I. A supporting organization operated, supervrsed, or controlled by Its supported organization(s), typically by giVing the supported organization(s) the power to regularly appOInt or elect a majority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and 3. b Cl Type II. A supporting organization superwsed or controlled In connection With Its supported organization(s), by havrng control or management of the supporting organization vested In the same persons that control or manage the supported organization(s) You must complete Part IVI Sectons A and C. E] Type III functionally integrated. A supporting organization operated In connection With, and functionally Integrated wrth, Its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E. d [Z] Type III non-functionally Integrated. A supporting organization operated In connection wrth Its supported organization(s) that is not functionally integrated The organization generally must satisfy a distribution requrrement and an attentiveness reqUIrement (see Instructions) You must complete Part IV, Sections A and D, and Part V. [Z] 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. Enter the number of supported organizations g Provrde the followrng information about the supported organization(s) (i) Name of supported organization (ii) EIN 3 (III) Type of organization (IV) IS the organization (V) Amount 0' monetary (VI) Amount Of (described on lines 1 , 9 listed in your support (see other support (see above 0' 'RC section governing document? Instructions) Instructions) (see Instructions)) Yes N0 Total LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2014 432021 09-17-14 13 13520427 758743 FCOFO325 2014.03040 Evergreen Freedom Foundatio FCOFO301 94-313 6961 P3082 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 Pat I or it the organization failed to qualify under Part lll. If the organization fails to qualify under the tests listed below, please complete Part III ) Section A. Public Support Calendaryear (ortiscal year beginning in) D 1 Gifts, grants. contributions, and Jazmo (mzmi (c) 2012 (d) 2013 441912014 In Total membership fees received (Do not include any 'unusual grants ') 2623209. 2112394. 3188870. 1729247. 2128151. 11781871. 2623209. 2112394. 3188870. 1729247. 2128151. 11781871. Tax revenues Ievred for the organization's benefit and either paid to or expended on its behalf The value of servrces or facrlities furnished by a governmental unit to the organization wrthout 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) 6 242,792. 11539079. Public support. Subtract line 5 from line 4 Section B. Total Support Calendar year (or liscal year beginning in) b 7 Amounts from line 4 8 Gross Income from interest, leldendS, payments received on securities loans, rents, royalties (mzmo 2623209. 2112394. (q2m2 3188870. 1729247. 4.622. 4,144. 12,704. 17,220. 17,144. 55.834. 55.158. 31.494. 38,569. 19,769. 24.990. 169.980. 12007685. and income from Similar sources (b) 2011 (d) 2013 (a2m4 (f) Total 2128151. 11781871. Net income from unrelated busmess actIVities, whether or not the busrness 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 actrvrties, 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 sectio n501mxm >El organization, check this box and stop here Section C. Computation of Public Support Percentage 14 14 Public support percentage for 2014 (line 6, column (f) diVided by line 11, column (0) 96.10 15 96.42 16a 33 1/3% support test - 2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more. check this box and 15 Public support percentage from 2013 Schedule A, Part II, line 14 % % >55] stop here. The organization qualifies as a publicly supported organization b 33 1/3% support test - 2013. 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% -facts-and-circumstances test - 2014. 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-andCircumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-andscrrcumstances" test The organization qualifies as a publicly supported organization HZ] b 10% -facts-and-crrcumstances test - 2013. 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-crrcumstances' test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-Circumstances" test The organization qualifies as a publicly supported organization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions HI] >Cl Schedule A (Form 990 or 990-EZ) 2014 432022 09-17-14 14 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Schedule A (Form 990 or 990-EZ) 2014 Page 3 [ Part III [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 qualm/ under the tests listed below, please complete Part II ) Section A. Public Support Calendaryeai(orliscalyearbeginning in)> 1 Gifts, grants, contributions, and (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total membership fees received (Do not include any 'unusual grants ') 2 Gross receipts from admisswns, merchandise sold or serVices per- formed, or faculties furnished In any actiwty that is related to the organization's tax-exempt purpose 3 Gross receipts from actIVities that are not an unrelated trade or business under section 513 4 Tax revenues IeVied for the organization's benefit and either paid to or expended on its behalf 5 The value of sewices or faCIIities 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 of $5,000 or 1% ol the amount on line 13 for the year c Add lines 7a and 7b 8 Public support (Subtract line 7c lrom line ti) Section B. Total Support Calendaryear (or fiscal year beginning in) D 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 acqmred after June 30, 1975 11 c Add lines 10a and 10b Net income from unrelated busmess actiVIties 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 Section C. Computation of Public Support Percentage D '2] 15 Public support percentage for 2014 (line 8, column (f) diVided by line 13, column (f)) 15 % 16 Public support percentage from 2013 Schedule A, Part III, line 15 16 % Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2014 (line 10c, column (f) diVided by line 13, column (f)) 17 % 18 Investment income percentage from 2013 Schedule A, Part III, line 17 18 % 193 33 1/3% support tests - 2014. lithe 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 > 12' b 33 1/3% support tests - 2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and 20 line 18 is not more than 33 1/3%. check this box and stop here. The organization qualifies as a publicly supported organization b [j Private foundation. If the organization did not check a box on line 14, 19a, or 19bJ check this box and see instructions b [I] 432023 09-17-14 . Schedule A (Form 990 or 990-52) 2014 l5 13 520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 &mwmeAme9mHnmmE320M Evergreen Freedom Foundation I Part IV 94-3136961 Pme4 Supporting Organizations (Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B It you checked 11b of Pan I. complete Sections A and C If you checked 11c of Part I, complete Sections A, D, and E lf you checked 11d of Part I, complete Sections A and D, and complete Part V) Section A. All Supporting Organizations Yes 1 No Are all of the organization's supported organizations listed by name in the organization's governing documents? If 'No' descnbe In Part VI how the supported organizations are desrgnated If desrgnated by class or purpose, descnbe the desrgnatron If historic and continurng relationship, explain 2 1 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? ll 'Yes, " explain in Part VI how the organization determined that the supported organization was described in section 509(a)( 1) or (2) 3a 2 Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If 'Yes, ' answer (b) and (c) below 3a b 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 organrzation made the determination c 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 43 Was any supported organization not organized in the United States ("foreign supported organization")? ll "Yes" and if you checked 11a or 11b in Part I, answer (b) and (c) below 4a b Did the organization have ultimate control and discretion in deCiding whether to make grants to the foreign supported organization? If "Yes," descr/be In Part VI how the organization had such control and discretion despite being controlled or supervrsed by or in connection With Its supported organizations c 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 exclusrvely for section 170(c)(2)(B) purposes 5a 40 Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes, " answer (b) and (c) below m applicable) Also, provrde 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 authorrty under the organization '5 organrzrng document authorizrng such action, and (iv) how the action was accomplished (such as by amendment to the organizmg document) 53 b Type I or Type II only. Was any added or substituted supported organization part of a class already deSignated in the organization's organizmg document? 5b 0 Substitutions only. Was the substitution the result of an event beyond the organization's control? 6 5c Did the organization prowde support (whether in the form of grants or the prOVI3ion of serVices or faculties) to anyone other than (a) its supported organizations, (b) indiwduals that are part of the charitable class benefited by one or more of its supported organizations, or (c) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? If "Yes, " provrde detail in Part VI. 7 6 Did the organization prowde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity With regard to a substantial contributor? If "Yes, " complete Part I of Schedule L (Form 990) 8 7 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) 8 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, ' provrde detail in Part VI. b 93 Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provrde detail in Part VI. c 9b Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provrde detail in Part VI. 103 Was the organization subject to the excess busmess holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes, " answer (b) below 10a b Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busrness holdings ) 432024 09-17-14 13520427 758743 FCOF0325 QC 10b Schedule A (Form 990 or 990-EZ) 2014 l6 2014.03040 Evergreen Freedom Foundatio FCOF0301 Schedule A (Form 990 or 99052) 2014 Evergreen Freedom Foundat ion 9 4 - 3 1 3 6 9 6 1 Page 5 Part IV] Supporting Organizations (continued) 11 Yes No Yes No Yes No Yes No Yes No Has the organization accepted a gift or contribution from any of the followmg persons? a A person who directly or indirectly controls, either alone or together With persons described 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 inIgor (b) above? If 'Yes' to a, b, or c, prowde detail in Part VI. 11c Section B. Type I Supporting Organizations 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appomt or elect at least a maiority of the organization's directors or trustees at all times during the tax year? If 'No, ' describe in Part VI how the supported organization(s) effectively operated, superwsed, or controlled the organization's actiwties If the organization had more than one supported organization, describe how the powers to appomt and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during 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, " explain in Part VI how prowding such benefit carried out the purposes of the supported organization(s) that operated, superwsed, or controlled the supporting 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)? II "No, " describe in Part VI how control or management of the supporting organization was vested In the same persons that controlled or managed the supported organization(s) 1 Section D. Type III Supporting Organizations 1 Did the organization provtde to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (1) a written notice describing the type and amount of support prowded during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies 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) sewing on the governing body of a supported organization? If "No, " explain in Part VI how the organization maintained a close and continuous working relationship With 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 policies and in directing the use of the organization's income or assets at all times during the tax year'7 If 'Yes, " describe in Part VI the role the organization's supported organizations played in this regard 3 Section E. Type III Functionally-Integrated Supporting Organizations 1 3 b 0 2 Check the box next to the method that the organization used to satisfy the Integral Part Test during the yearfsee Instructions); [j The organization satisfied the ActiVIties Test Complete line 2 below [j The organization is the parent of each of its supported organizations Complete line 3 below [I] The organization supported a governmental entity Describe in Part VI how you supported a government entity (see insthctions ActIVIties Test Answer (a) and (b) below. a Did substantially all of the organization's actiwties during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was respon5ive'7 If "Yes," then in Part VI Identify those supported organizations and explain how these actiwties directly furthered their exempt purposes, how the organization was responSive to those supported organizations, and how the organization determined that these actiwties constituted substantially all of its actiwties 2a b Did the actiwties described in (a) constitute actiwties that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? If 'Yes, ' explain in Part VI the reasons for the organization's posmon that its supported organization(s) would have engaged in these actiwties but for the organization's involvement 3 2b Parent of Supported Organizations Answer (a) and (b) below. 3 Did the organization have the power to regularly appomt or elect a majority of the officers, directors. or trustees of each of the supported organizations? Prowde details in Part VI. 3a b Did the organization exerCIse a substantial degree of direction over the polimes, programs, and actiwties of each of its supported organizations? If 'Yes," describe in Part VI the role playedMhe organization in this regard 432025 0947-14 3b Schedule A (Form 990 or 990-EZ) 2014 17 13520427 758743 FCOFO325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Schedule A (Form 990 or 990-52) 2014 Evergreen Freedom Foundat ion I Part V 1 9 4 - 3 l 3 6 9 6 1 Page 6 Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations CI Check here it the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 See instructions. All other Type III non-functionally integrated supporting omanizations must complete Sections A through E Section A - Adjusted Net Income 1 Net short-term capital gain 1 2 Recoveries of pgor-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 DepreCIation and depletion 5 6 Portion of operating expenses paid or incurred for production or (A) Prior Year (B) Current Year (optional) (A) Prior Year (B) Current Year collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) a Section B - Minimum Asset Amount (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year) a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add llnes 1a, 1b, and 1c) e 1d Discount claimed for blockage or other factors (explain in detail In Part VI) 2 AchIsmon Indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d 3 4 Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions) 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 035 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8 Section C - Distributable Amount 1 2 Current Year Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 1 1 2 3 Minimum asset amount for prior year (from Section B, line 8, Columng) 3 4 Enter greater of line 2 or line 3 4 5 Income tax imposed in prior Ear 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 7 6 '2] Check here if the current year is the organization's first as a non-functionally-integrated Type lll supporting organization (see instructions) Schedule A (Form 990 or 990-EZ) 2014 432028 09-17-14 18 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 94-3136961 Page? Schedule A (Form 990 or 990-52) 2014 Evercrre en Freedom Foundat ion Witt V I Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Current Year Section D - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform actiwty that directly furthers exempt purposes of supported (0 J5 Amounts paid to acqwre exempt-use assets ed CD (I Qualified set-aSIde amounts (prior IRS approval reqwred) 00 organizations, in excess of income from actiwty Administrative expenses paid to accomplish exempt purposes of supported organizations Distributions to attentive supported organizations to which the organization is responswe 9 (prowde details in Part VI) See instructions Distributable amount for 2014 from Section C, line 6 Other distributions (describe in Part VI) See instructions Total annual distributions. Add lines 1 through 6 10 Line 8 amount diVided by Line 9 amount (i) (ll) (iii) Excess Distributions Underdistributions Pre 2014 Distributable Section E - Distribution Allocations (see instructions) Amount for 2014 1 Distributable amount for 2014 from Section C. line 6 2 Underdistributions, if any, for years prior to 2014 (reasonable cause reqUired-see Instructions) Excess distributions carryover. if any. to 2014' From 2013 Total of lines 3a through e 3' u; 'S m CL C) If N 3 Applied to underdistributions of prior years i Carryover from 2009 not applied (see instructions) J Remainder Subtract lines 39, 3h, and Si from St 4 Applied to 2014 distributable amount Distributions for 2014 from Section D, line 7 $ a Applied to underdistributions of prior years b Applied to 2014 distributable amount c 5 Remainder Subtract lines 4a and 4b from 4 Remaining underdistributions for years prior to 2014, if any Subtract lines 39 and 43 from line 2 (if amount greater than zero. see instructions) 6 Remaining underdistributions for 2014 Subtract lines 3h and 4b from line 1 Of amount greater than zero. see instructions) 7 Excess distributions carryover to 2015. Add lines 3] and 4c Breakdown of line 7 (L 0 Excess from 2013 0 CT m 8 Excess from 2014 Schedule A (Form 990 or 990-EZ) 2014 432027 09-17-14 19 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOFO301 &mambAmeQMMnmmEDZOM Everqreen Freedom Foundation 94-3136961 PaEB I Part W I Supplemental Information. Provnde the explanations requnred by Part ll. lune 10, Part II, line 17a or 17b. and Part III, lIne 12 Also complete this pan for any additional Information (See Instructions). . 432025 09-1744 13520427 758743 ' FCOFO325 2014.03040 Schedule A (Form 990 or 990-EZ) 2014 20 Evergreen Freedom Foundatio FCOF0301 SCHEDULE 0 F 990 ( arm Political Campaign and Lobbying Activities 0MBN01545-00" 990-EZ or ) For Organizations Exempt From Income Tax Under section 501(c) and section 527 . 2014 F Complete if the organization is described below. > Attach to Form 990 or Form 990-EZ. t I h T 0 en to Public . afgiif'gzveijezgfim D Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at www.'rs.gov/Ionn990. 7nspection If the organization answered "Yes," to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Actiwties), then 0 Section 501(c)(3) organizations Complete Parts IA and 8. Do not complete Part I-C 0 Section 501(c) (other than section 501(c)(3)) organizations; Complete Parts I-A and C below. Do not complete Part I-B 0 Section 527 organizations Complete Pan I-A only If the organization answered "Yes," to 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 (election under section 501 (h)) Complete Part Il-A Do not complete Part "-8 0 Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part "-8 Do not complete Part "A If the organization answered "Yes," to 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) organizations Complete Part Ill Name of organization Employer identification number Everqreen Freedom Foundation [ Part l-Al 1 94-3136961 Complete if the organization is exempt under section 501(c) or is a section 527 organization. Prowde a description of the organization's direct and indirect political campaign actiwties in Part IV 2 Political expenditures 3 > $ Volunteer hours [Part l-BI Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any ex0ise tax incurred by the organization under section 4955 D $ 2 3 4a b Enter the amount of any ex0ise tax incurred by organization managers under section 4955 If the organization incurred a section 4955 tax, did it file Form 4720 for the year? Was a correction made? If "Yes," describe in Part IV P $ I Part l-Cl [3 Yes D Yes 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 exempt function activmes 3 > $ D $ Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-POL, llne 17b >$ 4 Did the filing organization file Form 1120-POL for this year? 5 E] No El No '3 Yes El No Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments For each organization listed. enter the amount paid from the filing organization's funds Also enter the amount of political contributions received that were promptly and directly delivered to a separate political 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 filing organization's funds If none, enter -0- (e) Amount of political contributions received and promptly and directly delivered to a separate political organization If none, enter -0- For Paperwork Reduction Act NoticeI see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2014 LHA 432041 10-21-14 13520427 758743 FCOF0325 25 2014.03040 Evergreen Freedom Foundatio FCOF0301 SmaMbcwmn%0m9%Em2m4Evergreen Freedom Foundation 94-3136961igge2 Part ll-A I. Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Che'ck P D it the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address. EIN. expenses, and share of excess lobbying expenditures) 8 Check D II] if the Wing organization checked box A and 'limited control' prowsmns apply Limits on Lobbying Expenditures . OIggleiglggns (The term "expenditures" means amounts paid or incurred.) ta Total lobbying expenditures to influence public opinion (grass roots lobbying) 28 , 937 . b Total lobbying expenditures to influence a legislative body (direct lobbying) 8 L3 9 5 . c Total lobbying expenditures (add lines 1a and 1b) 37 , 332 . d Other exempt purpose expenditures e Total exempt purpose expenditures (add lines 1c and 1d) J , l 7 42-2 7 9 . 2 , 211 , 611 . f Lobbying nontaxable amount Enter the amount from the followmg table in both columns 260 , 58l . It the amount on line 1e, column (a)or (b) is; The lobbying nontaxable amount is; Not over $500,000 20% of the amount on line 1e Over Over Over Over $100,000 plus 15% of the excess over $500,000 $175,000 plus 10% of the excess over $1,000,000 $225,000 plus 5% of the excess over $1,500,000 $1,000,000 $500,000 but not over $1 .000,000 $1,000,000 but not over $1,500,000 $1,500,000 but not over $17,000,000 $17,000,000 (b) Amilgttzg group totals 9 Grassroots nontaxable amount (enter 25% of line 1f) 65 , l45 . h Subtract line 19 from line 1a lf zero or less, enter -0- 0 . i Subtract line 1f from line 1c lf zero or less, enter -0] If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 0 . reporting section 4911 tax for this year? El Yes D 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 23 through 2f.) Lobbying Expenditures During 4-Year Averaging Period ngxyuxmm 2a Lobbyingnontaxableamount mmn mmm mmw mmm 295,405. 261,829. 263,188. 260,581. b Lobbying ceiling amount (150% of line 2a, column(e)) c Totallobbyingexpenditures d Grassrootsnontaxableamount 1,081,003. 1 I 621 I 5O5 . 5,453. 25. 3,035. 37,332. 45,845. 73,851. 65,457. 65,797. 65,145. 270,250. e Grassroots ceiling amount (150% of line 2d, column (e)) t Grassroots lobbying expenditures mmm 405 I 375 . 2 , 879 . l , 7 24 . 28 . 937 . 3 3 . 540 . Schedule C (Form 990 or 990-EZ) 2014 432042 10-21-14 26 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 amwmeCmesmnx%0E mn4Ever-reen Freedom Foundation 94-3136961 Pm Part "-8 , 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 to lines 1a through 1 I below, prowde In Part IVa detailed description (a) (b) of the lobbying act/Vity Yes DIG-QOQOUN 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 Volunteers? Paid staff or management Gnclude compensation in expenses reported on lines 1c through 10? Media advertisements'7 Mailings to members, legislators, or the public? Publications, or published or broadcast statements'7 Grants to other organizations for lobbying purposes'7 Direct contact With legislators, their staffs, government offICIals, or a legislative body'7 Rallies, demonstrations, seminars, conventions, speeches, lectures, or any Similar means? i Other actiVIties? j Total Add lines 1c through 1i 23 Did the actiVIties in line 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 filing organization incurred a section 4912 tax, did it file Form 4720 tor the year? [Part Ill-A 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 received nondeductible 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 year? 2 3 Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part Ill-A, lines 1 and 2, are answered "No," OR (b) Part Ill-A, line 3, is answered "Yes." .A Part Ill-B No Dues, assessments and Similar amounts from members 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political 1 expenses for which the section 527(f) tax was paid). a Current year b Carryover from last year c Total 23 2b 2c 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess 3 does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year'7 4 Taxable amount of lobbying and political mnditures (see instructions) 5 [Psart W T Supplemental Information Prowde the descriptions reqwred for Part I-A, line 1, Pan l-B, line 4, Part I-C, line 5, Part ll-A (affiliated group list), Part lI-A, lines 1 and 2 (see instructions), and Part "-8, line 1 Also, complete this part for any additional information Schedule C (Form 990 or 990-EZ) 2014 432043 10-21-14 27 13520427 758743 FCOFO325 2014.03040 Evergreen Freedom Foundatio FCOF0301 . SCHEDULE D (Form 990) . OMB No 15450047 * F Complete if the organization answered "Yes" to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 123, or 12b. > AttaCh to Form 990- Department of the Treasury Internal Revenue Servrce . Supplemental Fmancral Statements 20 14 0 P bl pen to. U IC D Information about Schedule D (Form 990) and its instructions is at www.is.gov/form990. Name of the organization Evergreen Freedom Foundation I Part I I 94-3136961 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Compiete ifthe organization answered 'Yes' to Form 990, Pat IV, line 6 ' 015de '"5PeCt'0" Employer identification number (a) Donor advrsed 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 advrsors in writing that the assets held in donor advrsed funds 0'! are the organization's property, subject to the organization's exclusrve legal control? C] Yes E] No IZI Yes III No Did the organization inform all grantees, donors, and donor advrsors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advrsor, or for any other purpose conferring impermissmle private benefit? I Part II 1 I Conservation Easements. Complete if the organization answered 'Yes" to Form 990, Pat IV, line 7 Purpose(s) of conservation easements held by the organization (check all that apply) Preservation of land for public use (e g , recreation or education) III Protection of natural habitat [Z] Preservation of open space CI Preservation of a historically Important land area III Preservation of a certified historic structure ECU!!! Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Tax Year Total number of conservation easements 23 Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in (a) 2c Number of conservation easements included in (c) acqurred after 8/17/06, and not on a historic structure listed In the National Register 2d Number of conservation easements modified, transferred, released, extingurshed, 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 written policy regarding the periodic monitoring, inspection, handling of Violations, and enforcement of the conservation easements it holds? Staff and volunteer hours devoted to monitoring, inspecting, and enforcrng conservation easements during the year > Amount of expenses incurred in monitoring, inspecting, and enforcrng conservation easements during the year D $ I3 Yes IZI No [ZZIYes [Z] No Does each conservation easement reported on line 2(d) above satisfy the reqUirements of section 170(h)(4)(B)(i) andsecnon17omx4xexm7 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 financial statements that describes the organization's accounting for conservation easements Part III I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8 1a If the organization elected, as permitted under SFAS 116 (A80 958), not to report in its revenue statement and balance sheet works of art, historical treasures. or other srmilar assets held for public exhibition, education, or research in furtherance of public servrce, provrde, in Part XIII, the text of the footnote to its financral statements that describes these items If the organization elected, as permitted under SFAS 116 (A80 958). to report in its revenue statement and balance sheet works of art, historical treasures, or other srmilar assets held for public exhibition, education, or research in furtherance of public servrce, provrde the followrng amounts relating to these items (i) Revenue included in Form 990, Part Vlll, line 1 (ii) Assets included in Form 990, Part X 2 ) $ > $ If the organization received or held works of art, historical treasures, or other srmilar assets for financral gain, provrde the followrng amounts requrred to be reported under SFAS 116 QASC 958) relating to these items 3 Revenue included in Form 990, Part Vlll, line 1 b b Assets included in Form 990, Part X $ p 5 LHA For Paperwork Redwtion Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2014 138514 28 13520427 758743 FCOFO325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Schedule D (Form 990)2014 Everqreen Freedom Foundation 94-3136961 Page2 I Part "I I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(contrnued) 3 Usmg the organization's acqursmon, accessmn, and other records. check any of the followmg that are 3 Significant use of its collection rtems (check all that apply). a Cl Public exhibition d E] Loan or exchange programs [Z] Scholarly research e C] Other c E] Preservation for future generations 4 Prowde a description 01 the organization's collections and explain how they further the organization's exempt purpose in Part XIII 5 During the year, did the organization solicrt or receive donations of art, historical treasures. or other Similar assets to be sold to raise funds-rather than to be maintained as part of the organization's collection? I Part IV D Yes BNO Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Pat IV. line 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 X7 b If "Yes," explain the arrangement in Part XIII and complete the followrng table D Yes BNO *OQO Amount Beginning balance Additions during the year Distributions during the year Ending balance 1f 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? b No C] If "Yes," explain the arrangement in Part XIII Check here if the explanation has been prowded in Part XIII I Part V I Endowment Funds. Complete if the organization answered "Yes" to Form 990, Pat IV. line 10 (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back OQOU 1a Beginning of year balance Contributions Net investment earnings, gains. and losses Grants or scholarships Other expenditures for facrlities -q and programs Administrative expenses 9 End of year balance 2 Provrde the estimated percentage of the current year end balance (line 19. column (a)) held as a % Board deSIgnated or quasr-endowment b b Permanent endowment b % c Temporarily restricted endowment D % The percentages in lines 2a. 2b. and 20 should equal 100% 3a Are there endowment funds not in the posseSSion of the organization that are held and administered for the organization by (i) unrelated organizations (ii) related organizations b If "Yes" to 3am are the related organizations listed as reqwred on Schedule R7 Describe in Part XIII the intended uses of the organization' 3 endowment funds Part VI I Land Buildings, and Equipment. Complete if the organization answered "Yes" to Form 990, Part IV, line 11a See Form 990. Part X. line 10 Description of property (3) Cost or other basrs (investment) (b) Cost or other basrs (other) (c) Accumulated (d) Book value depreCIation 13 Land b Burldings 600,527. 199,919. 400,608. 153,319. 116,544. 36,775. c Leasehold improvements d Equrpment e Other Total. Add lines 1a through 1e (Column (d) must equal Form 990, Part X, column (3), line 10c ) k 43 7 , 3 8 3 . Schedule D (Form 990) 2014 432052 10-01-14 29 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOFO301 L . a . Schedule D(Form 990) 2014 I Part VII Everqreen Freedom Foundation 94-3136961 Page3 Investments - Other Securities. Complete if the organization answered "Yes" to Form 990, Pat IV. line 11b See Form 990, Part X, line 12 (a) Description of security or category (including name oi security) (b) Book value (c) Method of valuation. Cost or endof-year market value (1) FinanCial derivatives (2) Closely-held eqUIty interests (3) Other (A) (B) (C) (D) (E) (F) (G) (H) Total (Col. (b) must equal Form 990LPart m. (Bnine 12.) D I Part VIII Investments - Program Related. if the answered "Yes" to Form 990 Pat IV line 11c See Form 990 Part line 13 (a) Description of investment (b) Book value (c) Method of valuation Cost or end-of-year market value Part IX Other Assets. e if the Part X answered "Yes" to Form 990, Part IV. line 11d See Form 990, Part X, line 15 (a) Description (b) Book value Other Liabilities. Complete if the organization answered "Yes" to Form 990, Pat IV, line 116 or 11f See Form 990, Part X, line 25 (a) Description of liability (b) Book value 1. (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col (B) line 25.) 2. b Liability for uncertain tax posmons 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 (A80 740) Check here if the text of the footnote has been prOVided in Part Xlll E] Schedule D (Form 990) 2014 432053 10-01-14 13520427 758743 FCOF0325 30 2014.03040 Evergreen Freedom Foundatio FCOF0301 Schedule D (Form 990) 2014 Everoreen Freedom Foundation 94- 3136961iaggi [Part XI I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete If the organIzatIon answered 'Yes' to Form 990, Pat IV, lIne 12a 1 Total revenue, gaIns, and other support per audIted hnanCIal statements 2 Amounts Included on km 1 but not on Form 990, Part VIII, km 12 1 a Net unrealized gaIns (losses) on Investments b Donated serVIces and use of IaCIlItIes 2a 2b c 2c Recovenes of mm year grants d Other (Descnbe In Pan XIII) 2d e Add lInes 2a through 2d 3 Subtract lIne 2e from Me 1 4 2e 3 Amounts Included on Form 990, Part Vlll, Me 12, but not on km 1 a Investment expenses not Included on Form 990, Part Vlll, lIne 7b 4a b Other (Descrlbe In Part XIII ) 4b c Add lInes 4a and 4b Total revenue Add lInes 3 and 4c. (This must equal Form 990, Part], [me 12) 4c 5 [ Part XII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organlzatlon answered 'Yes" to Form 990, Part IV, lIne 12a 1 Total expenses and losses per audIted fInanCIal statements 2 Amounts Included on Me 1 but not on Form 990, Pan IX, Me 25. 1 a Donated serVIces and use of facrlItIes 2a b 2b PrIor year adjustments c Other losses 2c d Other (Descnbe In Part XIII ) 2d e Add lInes 23 through 2d 2e 3 Subtract IIne 2e from Me 1 4 Amounts Included on Form 990, Part IX, km 25, but not on km 1 a 3 Investment expenses not Included on Form 990, Part Vlll, lIne 7b 4a b Other (Descnbe In Part Xlll ) 4b c Add lInes 4a and 4b Total =xpenses Add lInes 3 and 4c. (ThIS must equal Form 990, Part I, line 18) 4c 5 IPSart Xlll Supplemental Information. Prowde the descrIptIons reqUIred for Part II, lInes 3. 5, and 9, Part III, lInes 1a and 4, Part IV, lInes 1b and 2b, Part V, Me 4, Part X, Me 2, Part Xl, lInes 2d and 4b, and Part Xll, lInes 2d and 4b Also complete thIs part to prowde any addItIonal InformatIon. I 432054 i 10-01-14 Schedule D (Form 990) 2014 31 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 OMB NO 1545-0047 SCHEDULE G Supplemental Information Regarding Fundraising or Gaming Activities (Form 990 or 990E) 2014 Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or i the organization entered more than $15,000 on Form 990-EZ, line 6a. Open to Public b Attach to Form 990 or Form 990-EZ. Inspection ) Information about Schedule G (Form 990 or 990-EZLand its instructions is at www.is.gov/form 990. Name of the organization Employer identification number Department at the Treasury Internal Revenue SerVIce Evergreen Freedom Foundation 94-3136961 Fundraising Activities. Complete if the organization answered 'Yes' to Form 990. Pat IV. line 17 Form 990-EZ flers are not requued to complete this pa rt 1 Indicate whether the organization raised funds through any of the followmg actiwties Check all that apply a [E] Mail solimtations e [X] SOIICItation of non-government grants b iii Internet and email soli0itation 5 c [E Phone soli0itations d f Ci Solicnation of government grants 9 Ci SpeCIal fundraismg events if] ln-person solicnations 2 a Did the organization have a written or oral agreement With any indiwdual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection wrth professwnal fundraismg serwces? mNo Yes b If "Yes,' list the ten highest paid indiwduals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization iii Dd (i) Name and address of indiwdual , ti.(m rage, ("i ACi'V'iY or entity (fundraiser) v Amount paid (iv) Gross receipts (g ior retained by) have cust'od'y from actIVity Cgitgiruiizmos'f American Philanthropic - 18 N consulting, grant Church St, Chester coordination 67 phone calls, #2 Castleraine, West; Inc. Talamord Trail - Brockport NY Yes direct mail fundraiser Ilsted In col (I) Organization No X 0, 7 700, <7 700.> x 0. 9 277. <9 277,> letters to donors Total 3 . (VI) Amount Dald to (or retained by) P 16 977. <16 977,> List all states in which the organization is registered or licensed to what contributions or has been notified it is exempt from registration or licensmg LHA For Paperwork Redmtion Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 6 (Form 990 or 990-EZ) 2014 See Part IV for continuations 432081 08-28-14 32 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 Schedule G orm 990 or 990E 2014 Ever - 94- 3136961 Pmez reen Freedom Foundation Eund raising Events. Complete If the organization answered 'Yes' to Form 990, Pat IV, lIne 18, or reported more than $15,000 of fundralsmg event contributions and gross Income on Form 990-EZ, Ines 1 and 6b Lust events wrth gross receipts greater than $5.000 (3) Event #1 (b) Event #2 (c) Other events (d) Total events (add col (a) through col (c)) Revenue (event type) (event type) (total number) Gross receipts Less Contributions Gross Income (lune 1 minus lIne 2) Cash pnzes Direct Expenses Noncash pnzes Rent/faculty costs Food and beverages 8 Entertainment 9 Other direct expenses 10 Direct expense summary Add lines 4 through 9 In column (d) n Net Incomelsummary Subtract line 10 from lIne 3, column (d) Pan" I Gaming. Complete If the organization answered "Yes' to Form 990, Pat IV, lIne 19, or reported more than P D Revenue $15,000 on Form 990-EZ, ine 6a (3) Bingo (b) Pull tabs/Instant bmgo/progresswe bingo (c) Other gaming (d) Total gaming (add col (3) through col (c)) Gross revenue Direct Expenses Cash pnzes Noncash pnzes Rent/faculty costs Other dIrect expenses 9 E] Yesg % III Yesg % E] Yesw % C] No C] No C] No 6 Volunteer labor 7 Direct expense summary Add lInes 2 through 5 In column (d) b 8 Net qamlnq Income summary Subtract line 7 from hne 1, column (d) b Enter the state(s) In Wthh the organization conducts gaming actlvmes a Is the organization licensed to conduct gaming actwntles In each of these states? D Yes [Z] No [I] Yes El 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) 2014 432082 08-28-14 33 1352042 7 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOF0301 &mwmeefmmmMm9%E92m4Evergreen Freedom Foundation 94-3136961 Pwes 11 Does the.organization conduct gaming activmes With nonmembers? 12 Is the organization a grantor, benefiCIary or trustee of a trust or a member of a partnership or other entity formed to. administer charitable gaming? 13 14 Indicate the percentage of gaming actiVIty conducted in a The organization's faculty b An outSIde faCIlity C] Yes D No C] Yes D No 13a 13b % % Enter the name and address of the person who prepares the organization's gaming/speCial events books and records Name > Address P 15a 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 b $ [2] Yes D No El Yes '3 No and the amount of gaming revenue retained by the third party b $ c If "Yes," enter name and address of the third party Name > Address D 16 Gaming manager Information Name > Gaming manager compensation D $ Description of sewices prowded b l [j Director/officer 17 II] Employee IZI Independent contractor Mandatory distributions a Is the organization reqUIred under state law to make charitable distributions from the gaming proceeds to 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 activmes during the tax year ) $ Part IV Supplemental Information. Prowde the explanations required by Part I. line 2b. columns an) 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, Part I, Line 2b, (i) Name of Fundraiser; (i) Address of Fundraiser; (i) Name of Fundraiser; (i) Address of Fundraiser; List of Ten Highest Paid Fundraisers; American Philanthropic 18 N Church St. Castleraine, #2, West Chester, PA 19382 Inc. 67 Talamord Trail, 432053 08-26-14 Brockport, NY 14420 Schedule G (Form 990 or 990-52) 2014 34 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOFO301 swmmbGGmn%0m9%ED Everqreen Freedom Foundation [ Part IV I Supplemental Information (continued) 94-3136961r%m4 Schedule G (Form 990 or 990-EZ) 432084 0501-14 13520427 758743 FCOF0325 35 2014.03040 Evergreen Freedom Foundatio FCOF0301 . SCHEDULE 0 OMB N Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) Complete to provide information for responses to specufic questions on Form 990 or 990-EZ or to provide any additional information. 2014 . Open to Public D Attach to Form 990 or 990-EZ. Depanmenl ol the Treasury Internal Revenue Service D lnformauon about Schedule 0 (Form 990 or 990-EZ) and Its Instructions us at www.fs.qov/fonn990. Name of the organization Inspectlon Employer identification number Evergreen Freedom Foundation Form 990, 1545-0047 o 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 advancingp individual liberty, government. free enterprise, and limited accountable Published 12 monthlyp'Living Liberty' subscribers). journals (5,800 Produced and aired cable TV ad from Bellingham school teacher educating union members about their rights. Produced ad from former SEIU member Brad Boardman to educate individual providers about their right to opt out of their union. Full immersion ad campaign in the City of Olympia (State Capitol) featuring a union whistleblower who was not supported by her union. radio and bus ads. state. Billboards, fliers in newspapers, Provided speakers to 64 speaking events around the Regularly updated website blog (271 posts) and maintained website myfreedomfoundation.com with 262,693 page views. produced with 113,000 views. 96 videos Expanded use of social media with 2,792 new followers. Produced 52 episodes of weekly video update called "The Freedom Update" (posted online and video link emailed to 8,000 contacts). Purchased Facebook and Google ads to expand reach via social media and internet platforms. Dailv' Produced and aired 216 'Freedom radio shows from the Freedom Foundation studios - airing in five eastern Washington cities. Form 9904 Part IIIL Line 4d, Other Program Services; Investor relations. Expenses $ 2374525. including grants of $ 0. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Revenue $ 0. Schedule 0 (Form 990 or 990-EZ) (2014) 333711.. 36 13520427 758743 FCOF0325 2014.03040 Evergreen Freedom Foundatio FCOFO301 Schedule 0 (Eorm 990 or 990-EZ) (2014) Page 2 Name of the organization Employer identification number Evergreen Freedom Foundation Form 990, Part VI, Section B, 94-3136961 line 11z Form 990 is reviewed by the Board Treasurer, Director of Finance, and Chief Executive Officer of the organization and is sent to each board member for review. Form 990, Part VI, 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 or the the Foundation can require resolution of the matter within employee can be terminated. All contracts are reviewed by management to ensure no conflicts of interest exist between trustees, employees and third-party vendors. If lawsuits are undertaken for third partiesL 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. 322271.214 13520427 758743 FCOF0325 Schedule 0 (Form 990 or 990452) (2014) 37 2014.03040 Evergreen Freedom Foundatio FCOF0301 iMI Schedule 0 (Form 990 or 990-EZ) (2014) Page 2 Name of the organization Employer identification number Everqreen Freedom Foundation Form 990, Part VI, Section B, 94-3136961 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 reviewed by the Board of Directors and compared to the financial health of m the Foundation. Form 990, Part VI, Interested financial written persons Section C, are given Line 19; access to governing the policies statements via guidestar.org and other similar websites, request or 990 and the and and upon in person. Provided documents in person or by email. for documents, second for the 1023 We have two request formsL,one form. 33.222314 Schedule 0 (Form 990 or 990a) (2014) 38 13520427 758743 FCOFO325 2014.03040 Evergreen Freedom Foundatio FCOF0301