SCANNEB SEP 1 9? 2013 Return of Organization Exempt From Income Tax Under eection 601m, 021, gr. 4047mm of the lnternel Revenue Code (except blecli lung EXTENSION GRANTED OMB No. 1515-0047 ne?t trust or private foundation) Open in Pulilic Theomenlzetlm rewmtoee?efyetltereporihgmmu. A Forth. 2011celenderyeer, ortuyeer . 10/12 . 2011, end ending 09/30. 20 12 CN-neotau-Iln?un cue-emine- VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Bahama CONCERNED VETERANS FOR AMERICA Mm ?remember mm 1405 FERN ST 197 (571) 384-2449 rum m? VA 22202 Grill-W! 1, 969, 994. .33? Nemeend WAYNE GABLE 1405 FERN ST 197 ARLINGTON, VA 22202 "mm-0mm Tee-mm)! shine: I [5011:1131 4 )1 {In-mm.) WeHie: anduumwlw IWIXIMI Summary Part1 1m] END I 49471-111) or If'Nm'Iiuhelei. 1-1mm; Illa) Grasp mm lLYetoftonneticn: 2011IM Silteofleoeidomicib: DE . 2 2 Checkinlebai .Numberofindependent voting members of the 1b) 4 1. 5 Tomi numberof individuals 11923300- Ta Total unrelated business levenueirom . . . ..7b 0 PriorYeer CurrentYeer Commandant-(MW 1mm . 0 1:968:550- 5 9 PmuramammuethWI 10620) . . . 0 10 '?lyED . . . . 0 1,444. 11 Oiherrevanm(PertVili cdumn(A). m5. wine. . 0 12 Total revenue? ewllnaethmh 11 (muetequd Iine12L1 if969,994. 13 emnteandummpeucpmx eelmnn nQ} \ihe: 35, 343 2013. 10- 0 14 oohmnAr . . . . . . 0 0 5 15 Salaries ?mm IRMA . 0 212.112. 1011 Professional Ix. comn (A).nne11 0 b'reml 111525) 31?7?? .2 1?10? - 17 0 975.892. 1a 0 1.188.004. 19 0 781.990. 3 Beginning crew-n1 Year Endoneer ?20 Tmmimehw) . . .. . . 836.759- 0 54,769. 0 781,990. eggnmaiock ?Mm lnciud emu Idiediu 11W. endt Milena! lineman mull-1.0300 mew-umpmow ?um?er?nmminemage my a . ISA M62413 Sign Signliureofvn 41? Due Here Pal-Cr eqLSe . Frintn'ype pmpuu'enlne Pmpuu'eepnmre Den P'i'iN - 734 ,8 MM 9/257); ?trauma: 900422501 rum-mu? 44-0160260 Finreeddreu 10001 1150211011 pmce 5011-1: 400 3101 mm, 13215?1131 Pimeno. 210.341.9400 . . . y? For Peperlrorii Reduction Act Farm 99012011) 25 15101151,:000 [3 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 120-0096944-0077672 PAGE 2 JSA 1E10201 000 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (5011) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part 1 Brie?y describe the organization's missmn. THE GOAL OF CONCERNED VETERANS FOR AMERICA IS TO TRANSLATE THE EXPERIENCE, CONCERNS, AND HOPES OF OUR FELLOW VETERANS AND THEIR FAMILIES INTO A COMMON VISION OF LIBERTY AND FREEDOM. (SEE SCHEDULE 0 FOR CONTINUATION) 2 Did the organization undertake any signi?cant program serVices during the year which were not listed on the prior Form 990 or 990a? Yes No If "Yes," describe these new serVices on Schedule 0. 3 Did the organization cease conducting, or make signi?cant changes in how it conducts, any program services? El Yes No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program serVices, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are reqwred to report the amount of grants and allocations to others, the total expenses, and revenue, if any. for each program service reported. 4a (Code: )(Expenses$ 758 922_ Including grants of$ )(Revenue$ VEF TRUST USED INTERNALLY DEVELOPED CONTENT, ALONG WITH MATERIALS DEVELOPED BY OTHERS, IN ITS OUTREACH AND ADVOCACY EFFORTS, AS WELL AS IN CONJUNCTION WITH EDUCATIONAL EFFORTS TARGETED TO PARTICULAR ARMED FORCE CONSTITUENCIES. (Code: )(Expenses$ 204 512. including grants of$ )(Revenue$ VEF TRUST DEVELOPED SOCIAL MEDIA AND WEBSITE CONTENT THAT DESCRIBED THE MISSION AND OBJECTIVES THAT DETAILED THE SOCIAL, POLITICAL AND ECONOMIC PRINCIPLES OF THE ORGANIZATION. 4c (Code: )(Expenses$ 113 132_ including grants cf$ )(Revenue$ VEF TRUST DEVELOPED INTELLECTUALLY-BALANCED AND SUBSTANTIATED EDUCATIONAL MATERIAL AND OTHER CONTENT THAT EXPLAINED AND DISCUSSED THE PRINCIPLES OF ECONOMIC FREEDOM. 4d Other program sewices (Describe in Schedule 0 (Expenses including grants of (Revenue 4e Total program service expenses 076 666 . Form 990 (2011) 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 120-0096944?0077672 PAGE 3 VETS FOR ECONOMIC FREEDOM TRUST 45-35931l9 Form 990 (2011) 10 Page 3 Checklist of Required Schedules Yes No Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . 1 IS the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public of?ce? If "Yes, complete Schedule C, Partl 3 Section 501(c)(3) organizations. Did the organization engage in lobbying activrties. or have a section 501(h) election in effect during the tax year? If "Yes. complete Schedule C, Part the organization a section 501(c)(4). 501(c)(5). or 501(c)(6) organization that receives membership dues. assessments. or similar amounts as de?ned in Revenue Procedure 98-19? If "Yes." complete Schedule C, Part 5 Did the organization maintain any donor advised funds or any Similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 6 Did the organization receive or hold a conservation easement, including easements to preserve open space. the environment. historic land areas, or historic structures? If "Yes. complete Schedule D, Part II 7 Did the organization maintain collections of works of art. historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part 8 Did the organization report an amount in Part X, line 21. serve as a custodian for amounts not listed in Part or provide credit counseling. debt management. credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 9 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 the organization's answer to any of the followrng questions is "Yes." then complete Schedule D. Parts VI. VII, IX, or as applicable. a Did the organization report an amount for land. burldings, and equipment in Part X. line 10? If "Yes, complete Schedule D, Part VI 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 Did the organization report an amount for investments-program related in Part X, line 13 that iS 5% or more of its total assets reported in Part X. line 16? If "Yes,? complete Schedule D, Part Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 25? If "Yes, complete Schedule D, Pan?X Did the organization?s separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If ?Yes, complete Schedule D, PartX a Did the organization obtain separate. independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI, XII, and 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 Xl. Xll, and is optional Is the organization a school described in section If ?Yes,? complete Schedule a Did the organization maintain an of?ce, employees, or agents outside of the United States? Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising. busmess, investment. and program service activities outsrde the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts land lv Did the organization report on Part IX. column (A). line 3. more than $5,000 of grants or assistance to any organization or entity located outsrde the United States? If "Yes, complete Schedule F, Pan?s ll and IV Did the organization report on Part IX. column (A), line 3. more than $5.000 of aggregate grants or to indivrduals located outsrde the United States? If "Yes, complete Schedule F, Parts Ill and IV Did the organization report a total of more than $15,000 of expenses for professronal fundraisrng servrces on Part IX, column (A). lines 6 and 11e? If "Yes, complete Schedule G, Part I (see instructions) Did the organization report more than $15.000 total of fundraising event gross income and contributions on Part lines 1c and Be? If "Yes, complete Schedule G, Part II Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If "Yes, complete Schedule G, Part a Did the organization operate one or more hospital facrlitles? If "Yes, complete Schedule If "Yes" to line 20a. did the organization attach a copy of its audited ?nancial statements to this return20a 20b JSA 1E10211000 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 Form 990 (2011) -PAGE 4-- - VETS FOR ECONOMI FREEDOM TRUST Form 990 (2?011) Page 4 Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants and other a53istance to any government or organization in the United States on Part IX. column (A), line 1? If "Yes,"complete Schedule I. Parts land ll 21 22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes, complete Schedule I. Parts I and Ill 22 23 Did the organization answer "Yes" to Part VII. Section A. line 3. 4. or 5 about compensation of the organization's current and former of?cers. directors. trustees. key employees. and highest compensated employees? If "Yes." complete Schedule 23 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31. 2002? If "Yes,? answer lines 24b through 24d and complete Schedule If go to line 25 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24h Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exem pt bonds? 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25 a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess bene?t transaction With a disquali?ed person during the year? If "Yes,"complete Schedule L, Partl 25a Is the organization aware that it engaged in an excess benefit transaction with a disquali?ed person in a prior year. and that the transaction has not been reported on any of the organization's prior Forms 990 or If "Yes," complete Schedule L. Part I 25b 26 Was a loan to or by a current or former of?cer. director, trustee. key employee, highly compensated employee, or disquali?ed person outstanding as of the end of the organization's tax year? If "Yes, complete Schedule L, Part II . 26 27 Did the organization provide a grant or other a55istance to an of?cer. 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 27 28 Was the organization a party to a business transaction With one of the followmg parties (see Schedule L. f: Part IV instructions for applicable filing thresholds, conditions. and exceptions). a A current or former of?cer. director, trustee. or key employee? lf "Yes, complete Schedule L, Part IV 283 A family member of a current or former officer. director. trustee. or key employee? If "Yes." complete Schedule L. Part IV 28b An entity of which a current or former of?cer. director. trustee. or key employee (or a family member thereof) was an officer, director. trustee, or direct or indirect owner? If "Yes, complete Schedule L, Part IV 28c 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes." complete Schedule 29 30 Did the organization receive contributions of art. historicaI treasures, or other similar assets. or quali?ed conservation contributions? If ?Yes. complete Schedule 30 31 Did the organization quUidate, terminate, or dissolve and cease Operations? If "Yes," complete Schedule N, Partl 31 32 Did the organization sell, exchange. dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N. Part II 32 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301 7701-3? If "Yes, complete Schedule R, Partl 33 34 Was the organization related to any tax-exempt or taxable entitY? If "Yes," complete Schedule R, Parts ll, Ill, IV, and V, line 1 34 35 a Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 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)? lf "Yes,"complete Schedule R, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V. line 2 36 37 Did the organization conduct more than 5% of its actiVIties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule Partl/l 37 38 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI. lines 11 and 19? Note. All Form 990 ?lers are reguired to complete Schedule 0 38 Form 990 (2011) JSA 1E1030 1 000 6256EX A87D 8/13/2013 7:58:32 PM 11?6.5 120-0096944-0077672 PAGE 5 VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 Form 990 (2611) page 5 Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response to any question in this Part . . Yes 1a Enterthe number reported in 30x3 of Form 1096. Enter -0- if not applicable 1a letfm ,1 Enter the number of Forms W-ZG included in line 1a. Enter -0- if not applicable 1 0 ,?gra?g Did the organization comply backup withholding rules for reportable payments to vendors and 2.13.15 .12 ?4 reportable gaming (gambling) Winnings to prize winners? . 1c 23 Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax M53 greetings-13 Statements, filed for the calendar year ending With or wrthin the year covered by this return 2a 0 Ma 11 '33s .345?. If at least one is reported on line 2a, did the organization file all requrred federal employment tax returns? 2b Note. If the sum of lines 1a and 2a is greaterthan 250, you may be required to e-?le (see instructions) ?31.19233 . 1111.3 as: 3a Did the organization have unrelated busrness gross income of $1,000 or more during the year? 3a If "Yes." has it ?led a Form 990-T for this year? If "No, provide an explanation in Schedule 0 3b 4a At any time during the calendar year, did the organization have an interest in. or a signature or other authority over, a Manual account in a foreign country (such as a bank account, securities account, or other financial account)? . . . 43 If "Yes,? enter the name of the foreign country: we}. :1 @233 tip-rm See instructions for filing requirements for Form TD 90-221 Report of Foreign Bank and Financial Accounts. seat? 53 Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 51) If "Yes" to line 5a or 5b, did the organization file Form 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicrt any contributions that were not tax deductible? 6a If "Yes," did the organization include With every solicitation an express statement that such contributions or gifts were not tax deductible? 5b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services crowded to the payor'? 7a If "Yes," did the organization notify the donor of the value of the goods or servroes provrded? 7b Did the organization sell, exchange, or otherwrse dispose of tangible personal property for which it was required to file Form 8282? 7c If "Yes," indicate the number of Forms 8282 filed during the year I 7d I .1 ah i Did the organization receive any funds, directly or indirectly, to pay premiums on a personal bene?t contract? 7e Did the organization, during the year, pay premiums, directly or indirectly. on a personal bene?t contract? 7f 9 If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? _79 If the organization received a contribution of wars. boats. airplanes. or other vehicles, did the organization file a Form .7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting at?, .1 organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization. have excess busmess holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. 3; 5st 1 a Did the organization make any taxable distributions under section 4966? 9a Did the organization make a distribution to a donor, donor advrsor, or related person? 9b 10 Section 501(c)(7) organizations. Enter i; . a! i; a Initiation fees and capital contributions included on Part line 12 10a .13? 1.3: 3; Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b 153% testis; 11"? 11 Section 501(c)(12) organizations. Enter. as .. .: a Gross income from members or shareholders 11a ?is at: 1 Gross income from other sources (Do not net amounts due or paid to other sources 1; against amounts due or received from them 11 its. aigit; 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12a If "Yes," enter the amount of tax-exempt interest received or accrued during the year [1 2b] .1 . ,1 13 Section 501(c)(29) quali?ed nonprofit health insurance issuersthe 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. . gt? - . 1 Enter the amount of reserves the organization is required to maintain by the states in which . . 1 the organization is licensed to issue quali?ed health plans 1 3b Enter the amount of reserves on hand 13c . 14a Did the organization receive any payments for indoor tanning services during the tax year? 14a If "Yes," has it filed a Form 720 to report these payments? If "No, provide an explanation in Schedule 0 14b 1510331 000 Form 990 (2011) 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 120?0096944?007?7672 PAGE 6 Form 990 (2011) VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Pages - ?Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "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 to any question in this Part VI Section A. Governing Body and Management Yes No 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 r33; 1 delegated broad authority to an executive committee or committee. explain in Schedule 0. . 3w i Enter the number of voting members included in line 1a. above, who are independent 1b 15$? 2 Did any officer, director. trustee. or key employee have a family relationship or a business relationship with any other of?cer, director, trustee. or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct supervismn of of?cers. directors, or trustees. or key employees to a management company or other person? . . . 3 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was ?led? 4 5 Did the organization become aware during the year of a signi?cant diver3ion of the organization's assets? 5 6 Did the organization have members or stockholders? 5 7a 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? 7a i Are any governance decismns of the organization reserved to (or subject to approval by) members, i stockholders, or persons other than the governing body? 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during 1 the year by the following' a The governing body? 83 Each committee with authority to act on behalf of the governing body? 8b 9 Is there any of?cer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? if "Yes, provide the names and addresses in Schedule 0 9 Section B. Policies (T his Section requests information about policies not required by the Internal Revenue Code.) Yes No 1 0a Did the organization have local chapters. branches. or af?liates? ?1 . If "Yes," did the organization have written policies and procedures governing the actiwties of such chapters, af?liates, and branches to ensure their operations are con5istent with the organization's exempt purposesHas the organization prowded a complete copy of this Form 990 to all members of its governing body before filing the form? . . 1.1?3 Describe in Schedule 0 the process, if any. used by the organization to review this Form 990. wm we? 1 Za Did the organization have a written conflict of interest policy? if "No, go to line 13 123 Were of?cers, directors, or trustees. and key employees required to disclose annually interests that could give rise to conflicts? 1 2b Did the organization regularly and consistently monitor and enforce compliance With the policy? If "Yes," descnbe in Schedule 0 how this was done 1 26 1 3 Did the organization have a written whistleblower policy? 13 14 Did the organization have a written document retention and destruction policy? 14 1 5 Did the process for determining compensation of the following persons include a review and approval by i independent persons, comparability data. and contemporaneous substantiation of the deliberation and deci5ion? w? a The organization's CEO, Executive Director. or top management of?cial . . . . f8_e_e_Sp_hedu_le detail . 1_58 Other of?cers or key employees of the organization 1 5b 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 joint venture or similar arrangement - With a taxable entity during the year? If "Yes," did the organization follow a written policy or procedure requmng the organization to evaluate its participation in jomt venture arrangements under applicable federal tax law, and take steps to safeguard the We -i organization's exempt status With respect to such arrangements? 1 6b Section C. Disclosure 1 7 List the states with which a copy of this Form 990 IS reqmred to be ?led 1 8 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 ins ection. Indicate how you made these available. Check all that apply. Own website Another's webSIte Upon request 19 Describe in Schedule 0 whether (and if so. how), the organization made its governing documents. conflict of interest policy. and financral statements available to the public during the tax year. 20 State the name, physical address. and telephone number of the person who possesses the books and records of the or anization' Pm?. RN . VA 22202 (571)334-2449 JSA Form 990 (2011) A87D 8/13/2013 7:58:32 PM 11?6.5 120-0096944-0077672 PAGE 7 Form 990 (2011) VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 Page? . Compensation of Of?cers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response to any question in this Part VII [3 Section A. Officers, Directors, Trustees, Key Employees. and Highest Compensated Employees 1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year. 0 List all of the organization's current of?cers. directors. trustees (whether individuals or organizations), regardless of amount of compensation Enter -0- in columns (D), (E). and (F) if no compensation was paid. 0 List all of the organization's current key employees. if any. See instructions for de?nition of "key employee." List the organization's ?ve current highest compensated employees (other than an of?cer. director. trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization?s former of?cers. key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization. more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the followmg order: indivndual trustees or directors; institutional trustees. of?cers, key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current of?cer, director, or trustee. (A) (B) (C) (D) (E) (F) Name and Title Average Posmon Reportable Reportable Estimated hours per (do not check more man one compensation compensation from amount of week box. unless person is both an fir?" "ewe: other (describe organiza ions compensa ion ?3:62? Of?cer and a d'reCtoerStee) organization from the organmms a :2 a g1 (W-2I1099-MISC) organization ?1 Schedule 5 a, 5- 63? and related 0) 2 - organizations -01 ELIE-P TRUSTEE BEGAN DIRECTOR OF OPERATIONS .3213" DIRECTOR OF OPERATIONS is) "?81 11.1.) -1111) 413;) 11.4) JSA Form 990 (2011) 151041 1 000 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 120-0096944-0077672 PAGE 8 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 - Form 990 (2011)' Page 8 Section A. Of?cers. Directors, Trustees, Ke Employees, and Highest Compensated Employees (continuedName and title Average Position Reportable Reportable Estimated hoursper (do not check more than one compensation compensation from amountof weak box, unless person is both an from related other (describe officer and a director/trustee the organizations compensation ?mm? is 3? organization related a a a Organization organizations 9, 5 and related in Schedule 9' a .2 8 organizations Sub-total 10-000- 0 0 Total from continuation sheets to Part VII, Section A 0 0 0 Total (add lines 1b and 1c) 10 000. 0 0 2 Total number of indiwduals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0 Yes No 3 Did the organization list any former of?cer, director, or trustee, key employee, or highest compensated w? 1 employee on line 1a? If "Yes, complete Schedule for such indiwdual 3 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the 1725? organization and related organizations greater than $150,000? If ?Yes,? complete Schedule for such MM indiwdual 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indIVIdual a ml for serwces rendered to the organization? If ?Yes,? complete Schedule for such person 5 Section B. Independent Contractors 1 Complete this table for your ?ve 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) (B) (C) Name and business address Description of seniices Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 0 JSA 1E1055 2 000 6256EX AB7D 8/13/2013 7:58:32 PM 11-6.5 120-0096944?0077672 Form 990 (2011) PAGE 9 Forrp 990 (2011) VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Page9 Statement of Revenue - (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections revenue 512, 513. or 514 ?g 1a Federated campaigns . . . . . . . . 1a 3% Membershipdues 1b Fundraising events . . . . . . . . . 1c Related organizations . . . . . . . . 1d 2% Government grants (contributions). . 1e 0 1' All other contnbutrons. gifts, grants, ?5 and amounts not Included above . 1f 1.968.550. Noncash TotarLAddlInes1a-1f . . 1,953,550. 2 Business Code All other program service revenue . . . . . a Tot_a . Add lines 2g-2f is ?$31 1, as this I 3 Investment income (Including divrdends. Interest. and other amounts) . 1.444. 1,444. 4 Income from investment of tax-exempt bond proceeds . . . 0 5 (D Real (11) Personal 6a Gross rents g3 Less. rental expenses . . . Rental income or (loss) . . 4% ?1 Net rental income or (loss) . Securities (in) Other at 7a Gross amount from sales of assets other than Inventory it? ?rug? 1 Less: cost or other basrs a? y: at and sales expenses . . . . Gain or (loss) Net gain or (lossGross income from fundraising 5 events (not Including$ vol? 11:3- -i?m 1% at 3 of contributions reported on line 1c). ,g 1 See Partlv' llne18 3'13 mg $35315; ?51? 3&3 Less:dlrectexpenses. 5 Net income or (loss) from fundraising events . $3 9a Gross income from gaming activities. See Parth,l1ne19 . a 1% ?1 ii 2% Lesszdirectexpenses Net Income or (loss) from gaming activities. . 0 10a Gross sales of inventory. less 131 313; returns and allowances . a LeSS'costofgoodssold . . . . . . . . . . 1: Net Income or (loss) from sales of inventoryMiscellaneous Revenue Business Code a I 11a All other revenue . . . . . . . Total.Addl1nes11a-11d . . . . . . . . -n so a- 12 Totalrevenue. See instructions . . . . . . . . . . . . . 1.9691994. 1.444. Form 990 (2011) JSA 1151051 1 000 6256EX A87D 8/13/2013 7:58:32 PM 11?6.5 120?0096944?0077672 PAGE 10 Form 990 (2011) ?Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (8). (C), and (D). VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 Page10 Check if Schedule 0 contains a response to any question in this Part IX LI DO "at incmde amounts reported on lines 6b? Total genes Prog and 7b, 3b, 9b, and 10b of Part expenses general expenses expenses 1 Grants and other assmtance to governments and . ?1 organizations tn the United States See Part IV. line 2 1 . 0 2 Grants and other assistance to indiwduals in the United States SeePart lV. line 22Grants and other assmtance to governments. organizations. and individuals outSIde the . United States. See Part IV. lines 15 and 16. . 0 4 Benefits paid to or for members 0 5 Compensation of current of?cers. directors. trustees.andkeyemployees . . . 107,500. 57,500. 50,000. 6 Compensation not Included above, to disquali?ed persons (as de?ned under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages Pension plan acciuals and contributions (include section 401(k) and 403(b) employer contributionsOther employee bene?12.122. 9.522. 2,600. 1 1 Fees for seniices (non-employees). a Management 0 48.906- 45.295- 3:611- 0 Lobbying 0 Professmnal fundraismg semoes See Part N. line 17 a Investment management fees . . . . . . . . . 0 9 Other 449:423- 443:327- 1:101- 1 2 Advertising and promotion 111 Officeexpenses 31:939- 29'171- 2:763- 14 Information technology Royalties 0 16 15:045- 13.934. 1.111. 17 Travel 184.770- 172,043- 12.727- 18 Payments of travel or entertainment expenses for any federal, state. or local public OffiClaIS 0 19 Conferences. conventions. and meetings . . . . Paymentstoaf?liates . .. . .. . . .. . . . 0 22 Depreciation. depletion. and amortization . . . . 49 - 49 - 23 Insurance . . 4:793. 4:793- 24 Other enqaenses Itemize expenses not covered i above (List miscellaneous emenses in line 24a If i tine 24e amount exceeds 10% of line 25. column 1 (A) amount. list line 24a expenses on Schedule 0) 3 6,262. 3,292. 2,970. All other expenses 619 - 39 - 580 - 25 Total functional expenses. Add lines 1 through 24e 1,188,004. 1,076,666. 111,338. 26 Joint costs. Complete this line only if the organization reported in column (B) iomt costs from a combined educational campaign and fundraising solicnation Check here El if followmg SOP 98-2 (ASC 958-720) 0 1210521000 Form 990 (2011) 6256EX A87D 8/13/2013 7:58:32 PM 11?6.5 120-0096944-0077672 PAGE 11 . VETS FOR ECONOMIC FREEDOM TRUST Form 990 (2611) Page 11 Balance Sheet (A) (B) Beginning of year End of year 1 Cash - non-interest?bearing Savings and temporary cash investments 2 792 799 . 3 Pledges and grants receivable, net 0 3 0 4 Accounts receivableReceivables from current and former of?cers, directors, trustees. key I employees, and highest compensated employees. Complete Part II of . Schedule 0 5 0 6 Receivables from other disquali?ed persons (as de?ned under section . I 4958(t)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary ,3 employees' bene?crary organizations (see instructionsNotes and loans receivableinventories for sale or use 0 0 9 Prepaid expenses and deferred charges 0 9 9 935 . 10a Land, buildings, and equipment cost or other basis Complete Part VI of Schedule 1 0a 583 . 1 Less. accumulated depreCiation Investments - publicly traded securities 0 11 0 1 2 Investments - other securities. See Part IV, line 11 0 1 2 0 13 Investments - program-related See Part IV, line 11 0 1 3 0 14 Intangible assets 0 14 0 1 5 Other assets. See Part IV, line 11 0 1 5 0 16 Total assets. Add lines 1 through 15 (must equal line 34) 0 16 836 . 759. 1 7 Accounts payable and accrued expenses 0 17 54 769 . 18 Grants payable 0 18 . 0 19 Deferred revenue 0 19 0 20 Tax-exempt bond liabilities 0 20 0 21 Escrow or custodial account liability Complete Part of Schedule 0 21 0 22 Payables to current and former of?cers. directors, trustees. key 3 employees, highest compensated employees, and disquali?ed persons. m, m_ l; Complete Part II of Schedule 0 22 0 23 Secured mortgages and notes payable to unrelated third parties 23 0 24 Unsecured notes and loans payable to unrelated third parties 0 24 0 25 Other liabilities (including federal income tax. payables to related third parties, and other liabilities not included on lines 17-24) Complete Part of Schedule 0 25 0 26 Total liabilities. Add lines 17 through 25 0 26 54 769 Organizations that follow SFAS 117, check here and complete a 3 3 lines 27 through 29. and lines 33 and 34. m} 27 Unrestricted net assets Temporarily restricted net assets 0 28 0 'g 29 Permanently restricted net assets 29 0 .3 Organizations that do not follow SFAS 117, check here El and I 5 camplete lines 30 through 34. WW mm? .3 30 Capital stock or trust principal, or current funds 30 31 Paid-in or capital surplus, or land. building, or equipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds . . 32 33 Total net assets or fund balances 0 33 781 990 . 34 Total liabilities and net assets/fund balances 34 836 759 . Form 990 (2011) JSA 1E1053 1 000 6256EX A87D 8/13/2013 7:58:32 PM 11?6.5 120?0096944?0077672 PAGE 12 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (2011) Page 1 2 Reconciliation of Net Assets Cl Check if Schedule 0 contains a response to any question in this Part XI 1 Total revenue (must equal Part column (A), line 12Total expenses (must equal Part IX, column (A), line 25) 2 1 188 004 3 Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33, column 4 0 5 Other changes in net assets or fund balances (explain in Schedule 0) 5 6 Net assets or fund balances at end of year Combine lines 3, 4, and 5 (must equal Part X, line 33, column 6 781 990. Financial Statements ameporting Check if Schedule 0 contains a response to any question in this Part XII Yes No 1 Accounting method used to prepare the Form 990. [3 Cash Accrual El Other 5 If the organization changed its method of accounting from a prior year or checked "Other," explain in 555335.: 55,; 55 53%5555 Schedule 0 5? 555555; 3:555; 2a Were the organization's ?nanCIaI statements compiled or reViewed by an independent accountant? 23 Were the organization's ?nanCiaI statements audited by an independent accountant? 2b If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsrbility for overSight of the audit review, or compilation of its financial statements and selection of an independent accountant? . - If the organization changed either its overSight process or selection process during the tax year, explain in 5 5 5. ScheduIeO 5355" I If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were . ,5:5 1 issued on a separate baSlS, consolidated baSIs, or both 5 if 5 Separate basis Consolidated [3 Both consolidated and separate basis mm 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A4339 35? If "Yes," did the organization undergo the reqUIred audit or audits? If the organization did not undergo the reqUIred audit or audits. explain why Schedule 0 and describe any steps taken to undergo such audits 3b Form 990 (2011) JSA 1E1054 1 000 6256EX A87D 8/13/2013 7:58:32 PM 11?6.5 120-0096944-0077672 PAGE 13 SCHEDULE Supplemental Financial Statements (Form 990) >Complete if the organization answered "Yes." to Form 990. Departmemdme Twas? Part IV. line 6, 7, 8. 9,10. 11a, 11b, 11c.11d, or 12b. Open to Public Internal Revenue Sewice bAttach to Form 990. See separate instructions. Inspection Name of the organization Employer identi?cation number VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6. Donor advised funds Funds and other accounts 1 Total number at end of year 2 Aggregate contributions to (during year) . . . . 3 Aggregate grants from (during year) 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization?s property, subject to the organization's excluswe legal control? El Yes No 6 Did the organization inform all grantees, donors. and donor in writing that grant funds can be used only for charitable purposes and not for the bene?t of the donor or donor adVIsor, or for any other purpose conferring impermissible private bene?t? Yes No Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 Fur ose(s) of conservation easements held by the organization (check all that apply) Preservation of land for public use recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certi?ed historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a quali?ed 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 a Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certi?ed historic structure included in 26 Number of conservation easements included in acquired after 8/17/06, and not on a historic structure listed in the National Register 2d 3 Number of conservation easements modified, transferred, released, or terminated by the organization during the tax year 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring. inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcmg conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, and enforcmg conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B) and sectI0n170(h)(4)(B)(II)? Yes I: No 9 In Part XIV. 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 ?nanCIal statements that describes the organization?s accounting for conservation easements 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 (98C 958), not to re ort in its revenue statement and balance sheet works 0 art, historical treasures. or other Similar assets eld for public exhi ition. education. or research in furtherance of public service, prowde, in Part XIV. the text of the footnote to its financial statements that describes these items. If the organization elected. as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art. historical treasures. or other similar assets held for public exhibition. education. or research in furtherance of public service. prowde the following amounts relating to these items Revenues included in Form 990, Part line 1 (ii) Assets included in Form 990, PartX 2 If the organization received or held works of art, historical treasures. or other similar assets for finanCIal gain. prowde the followmg amounts reqwred to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990. Part line 1 Assets included in Form 990, PartX 5 For Paperwork Reduction Act Notice. see the Instructions for Form 990. Schedule (Form 990) 2011 JSA 1E12681000 6256EX A87D 8/13/2013 7:58:32 PM 11?6.5 120-0096944?0077672 PAGE 18 VETS FOR ECONOMIC FREEDOM TRUST Schedule (Form 990) 2011 Organizations Maintaining_Collections of Art, Historical Treasures, or Other Similar Assets (continued) 45-3593119 Page 2 3 Using the organization's acquisition. accession. and other records. check any of the followmg that are a signi?cant use of its collection items (check all that apply). a Public exhibition Loan or exchange programs Scholarly research 9 Other Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year. did the organization solicit 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? Yes No line 9, or reported an amount on Form 990, Part X. line 21. Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, 1 a Is the organization an agent. trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part If "Yes," explain the arrangement in Part XIV and complete the followmg table: Amount Beginning balance 1 Additions during the year Distributions during the year 1e Ending balance 1f 2a Did the organization include an amount on Form 990, Part X. line 21? If "Yes." explain the arrangement in Part XIV. DYes I: No Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. Current year Pnor year Two years back Three years back Four years back 1a Beginning of year balance . . . . 955$ Contributions Net investment earnings. gains, and losses Grants or scholarships Other expenditures for facilities . and programs Administrative expenses 9 End of year balance 2 Prowde the estimated percentage of the current year end balance (line 19. column held as a Board de5ignated or quasi-endowment Permanent endowment The percentages in lines 2a, 2b. and 2?c?shoii?ld Edda! 100% Are there endowment funds not in the possessmn of the organization that are held and administered for the organization by: unrelated organizations (ii) related organizations If "Yes" to 3a(ii), are the related organizations listed as reqwred on Schedule R9 4 Describe in Part XIV the intended uses of the organization's endowment funds. Yes No 3a(i) 3a(ii) 3b Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of property Cost or other base; (investment) Cost or other basis (other) Accumulated depreCiation Book value Land Buildings Leasehold improvements EqUIpment 583 . 491 534. Other Total. Add lines 13 through 1e. (Column must equal Form 990, Part X, column (8), line 534. Schedule (Form 990) 2011 JSA 1E12691000 6256EX A87D 8/13/2013 11-6.5 7:58:32 PM 120-0096944-007?7672 PAGE 1 9 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule am 2011 3 Investments - Other Securities. See Form 990 Part line 12. Descriptlon of security or category Book value Method of valuation: (including name of security) Cost or end-of-year market value (1) Financial derivatives (2) Closely-held equity Interests (3) Other must Form 990. PartX, col. [me 12 . Investments - Related. See Form 990 Part line 13. Description of Investment type Book value Method of valuation: Cost or end-of-year market value must Form 990, PartX. col line 13 Other Assets. See Form 990 Part line 15. Book value must Form 990, PartX, col ?ne 15 . Other Liabilities. See Form 990 Part line 25. of (b Book value 1 Federal income taxes 8 9 10 11 Total. must Form 990, Pan?X. col. line 25 2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's ?nancnal statements that reports the organization's liability for uncertain tax positlons under FIN 48 (ASC 740) 000 Schedule (Form 990) 2011 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 120-0096944-0077672 PAGE 20 VETS FOR ECONOMIC FREEDOM TRUST Schedule (Form 990) 2011 Page 4 Part XI Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 1 Total revenue (Form 990, Part column (A), line 12) 1 2 Total expenses (Form 990, Part IX, column (A), line 25) 2 3 Excess or (de?cit) for the year. Subtract line 2 from line 1 3 4 Net unrealized gains (losses) on investments 4 5 Donated servrces and use of 5 6 Investment expenses 7 Prior perrod adjustments . 7 Other in Part XIV) 9 Total adjustments (net). Add lines 4 through 8 9 I 10 Excess or (de?cit) for the year per audited ?nancial statements. Combine lines 3 and 9 10 I MReconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited ?nanCial statements 1 2 Amounts included on line 1 but not on Form 990, Part line 12: a Net unrealized gains on investments 23 Donated services and use of faculties 2b Recoveries of prior year grants 2c Other (Describe in Part 2d w- 9 Add lines 2a through 2d 2e 3 Subtract line 2e from line 1 3 4 Amounts included on Form 990, Part line 12, but not on line 1 a Investment expenses not included on Form 990, Part line 7b 4a Other (Describe rnPert 4b Add lines 4a and 4b . 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12 5 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited ?nancial statements 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25: a Donated services and use of faculties 2a Prior year adjustments 2b Other losses 2c Other (Describe In'P'ar't XIV 2d Add lines 2a through 2d 29 3 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part line 7b 4a Other (Describe in Part XIV) 4b Add lines 4a and 4b 4c Total expenses Add line's'3'ahcl etc. (This must edual'FOIrn'QIQC'), 'Pan: I. line 5 Part XIV Supplemental Information Complete this part to prowde the descriptions required for Part II, lines 3, 5, and 9; Part lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2, Part XI, line 8; Part XII, lines 2d and 4b; and Part lines 2d and 4b Also complete this part to provide any additional information. Schedule (Form 990) 2011 JSA 6256EX A87D 8/13/2013 7:58:32 PM ll-6.5 120-0096944-0077672 PAGE 21 ScheduleD(Form 990)2o11 VETS FOR ECONOMIC FREEDOM TRUST Part XIV S?plemental Information (continueg) 45-3593119 Page 5 JSA 1E12262000 6256EX A87D 8/13/2013 7:58:32 PM 11-6.5 Schedule (Form 990) 2011 120-0096944-0077672 PAGE 22 SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Semce Name of the organization VETS FOR ECONOMIC FREEDOM TRUST ORGANIZATION MISSION FORM 990, PART LINE 1 GOVERNING BODY AND MANAGEMENT COMMITTEES THERE ARE NO SUCH COMMITTEES. FORM 990 REVIEW PROCESS Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to speci?c questions on Form 990 or 990-EZ or to provide any additional information. AMERICAN PEOPLE AND OUR LEADERS. Open to Public Inspection Employer Identi?cation number 45-3593119 >Attach to Form 990 or 990-EZ. WE WILL PROVIDE A NEW AND UNIQUE PERSPECTIVE ON THE ISSUES THAT THREATEN TO CRIPPLE NOT ONLY OUR ECONOMIC AND NATIONAL SECURITY, BUT THE SPIRIT OF OPPORTUNITY AND LIBERTY THAT WE FOUGHT TO DEFEND AND ALL AMERICANS CHERISH. OUR TASK WILL BE TO BRING THAT FRESH PERSPECTIVE TO THE FORM 990, PART VI, SECTION A, LINE 7A IN ADDITION TO THE EXISTING TRUSTEE HAVING THE ABILITY TO ELECT A SUCCESSOR TRUSTEE, A SEPARATE LLC HAS THE POWER TO APPOINT ANOTHER TRUSTEE, SUBJECT TO CERTAIN LIMITATIONS. FORM 990, PART VI, SECTION A, LINE 8B FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT ACCOUNTING FIRM PREPARED AND REVIEWED THE FORM 990. A FULL DRAFT OF THE 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO INTERNAL MANAGEMENT AND OUTSIDE LEGAL COUNSEL FOR REVIEW. ALL QUESTIONS ARE ADDRESSED AND ANY MODIFICATIONS ARE MADE, IF NECESSARY. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990-EZ) (2011) JSA 1 E1227 2 000 i 6256EX A87D 8/13/2013 7:58:32 PM 3.1-6.5 120-0096944-0077672 PAGE 23 ScHedule 0 ?(Form 990 or 990-52) 2011 Page 2 Name of the organization Employer Identi?cation number VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 THE FINAL FORM 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO THE TRUSTEE PRIOR TO FILING WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEE IS COVERED UNDER THE CONFLICT OF INTEREST POLICY. OUTSIDE LEGAL COUNSEL MEETS PERIODICALLY TO REVIEW THE POLICY AND ANY POTENTIAL CONFLICTS. EXECUTIVE COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE ORGANIZATION FIRST HIRED EMPLOYEES DURING THIS TAX BECAUSE ALL OF THESE CONTRACTS FELL WITHIN THE SECTION 4958 BITE NO SAFE HARBOR PROCEDURE WAS REQUIRED. FOLLOWING THE INITIAL HIRES, THE ORGANIZATION ESTABLISHED THE FOLLOWING SECTION 4958 COMPLIANCE PROCEDURE: THE ORGANIZATION WILL ENGAGE A HUMAN RESOURCES CONSULTING ORGANIZATION TO PERFORM A COMPENSATION STUDY. THE CONSULTING ORGANIZATION WILL USE DATA FROM COMPARABLE TO ESTABLISH A REASONABLE COMPENSATION LEVEL FOR THE TRUSTEE, OFFICER OR EMPLOYEE. IN ADDITION, THE ORGANIZATION MAY OBTAIN PROFESSIONAL OPINION OF COUNSEL AS TO WHETHER THE PROPOSED LEVEL OF COMPENSATION WOULD BE AN EXCESS BENEFIT TRANSACTION AND REFER MATERIAL TO AN INDEPENDENT DECISION MAKER. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC JSA Schedule 0 (Form 990 or 990-EZ) 2011 1E12282000 6256EX A87D 8/13/2013 7:58:32 PM ll-6.5 120?0096944-0077672 PAGE 24 Sch?edule 0 ?(Form 990 or 990-EZ) 2011 Page 2 Name of the orgamzatuon Employer Identi?cation number VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 UNDER IRS REGULATIONS. JSA Schedule 0 (Form 990 or 990-122) 2011 1E12282000 1 625613)! A87D 8/13/2013 7:58:32 PM 11?6.5 120-0096944-0077672 PAGE 25 VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 SCHEDULE . . (Form 990) Related Organizations and Unrelated Partnerships 09?an of the Treasury Complete If the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. Internal Revenue Semce Attach to Form 990. See separate instructions. OMB No 1545-0047 . 2?11 Open to Public Inspection Name of the organization VETS FOR ECONOMIC FREEDOM TRUST Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) Employer Identi?cation number (C) Name, address, and EIN of disregarded entity Primary actiwty Legal domicile (state 7018' income or foreign country) (0) if) End-of?year assets Direct controlling entity TOHE, LLC 45-3763542 1405 FERN ST 197 ARLINGTON, VA 22202 SUPPORT DE 1,968,500. VETS FOR ECONOMIC 0 FREEDOM TRUST J31 -651 I J51 Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exem pt organizations during the tax year.) (C) (0) Name. address. and EIN of related organization Primary activrty Legal domicrle (state Exempt Code section Public charity status or foreign country) (if section 501(c)(3)) (fl (9) Direct controlling Section 512(bli13) controlled en ity Yes No 4.11 -81 .91 151 -651 For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 1E1307 1 000 6256EX A87D 8/13/2013 7:58:32 PM ll-6.5 120?0096944-0077672 Schedule (Form 990) 2011 PAGE 2 6 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2011 ?ags 2 identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.) (6) (9) (9) (I) Name, address, and EIN Primary actiwty Legal Direct controlling Predominant Share of total Share of end-of-year Displonoitlorlh Code V-UBI General or Percentage of domic?e entity income assets albumin? amount in box 20 managing ownership related organization (state or excluded from of partner? loreign tax under Schedule K-1 country) sections 512-514) (Form 1065) Yes No Yes No J1). .1 13). L4). J9). JZL Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV. line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) (6) id) (0) (9) Name. address. and EIN of related organization Primary actiwty Legal domic?e Direct controlling Type of entity Share of total Share of Percentage (state or entity (C corp. corp, income end-of-year assets ownership foreign country) or trust) Schedule (Form 990) 2011 JSA 6256EX A8713 8/13/2013 7:58:32 PM ll?6.5 120-0096944-0077672 PAGE 27 VETS FOR ECONOMIC FREEDOM TRUST Schedule (Form 990) 2011 Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990. Part IV, line 34, 35, 35a, or 36.) . 45-3593119 Note. Complete line 1 if any entity is listed in Parts II, or IV of this schedule During the tax year, did the organization engage in any of the followmg transactions with one or more related organizations listed in 1 0 Receipt of interest (ii) annuities royalties or (iv) rent from a controlled entity I Gift. grant, or capital contribution to related organization(s) . I Gift. grant, or capital contribution from related organization(s) Loans or loan guarantees to or for related organization(s) . Loans or loan guarantees by related organization(s)I I I . Sale of assets to related organization(Purchase of assets from related organization(s) I I I I Exchange of assets With related organization(s)_ . . I Lease of faculties. eqUIpment, or other assets to related organization(s) Lease of facilities. equipment. or other assets from related organization(s) I . Performance of services or membership or fundraising soIICItations for related organization(s) Performance of sewices or membership or fundraising solicitations by related organization(s) . Sharing of facilities. equipment. mailing lists, or other assets With related organization(s) I I Sharing of paid employees with related organization(s) I I I I Reimbursement paid to related organization(s) for eiqaenses I Reimbursement paid by related organization(s) for expenses Other transfer of cash or property to related organization(s) I I Other transfer of cash or property from related organization(s) . Parts ll?IV?2ft: 1q Gilt-1r If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds Name of other organization Transaction type (H) (C) Amount involved (6) Method of detennining amount involved (1) (2) (3) (5) L6) JSA 1E13091000 6256EX A87D 8/13/2013 7:58:32 PM ll-6.5 120?0096944-0077672 Schedule (Form 990) 2011 PAGE 2 8 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2011 Page 4? Part VI Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.) Provide the followmg Information for each entity taxed as a partnershIp through which the organization conducted more than ?ve percent of Its activities (measured by total assets or gross revenue) that was not a related organlzatIon See Instructions regardIng exclu5Ion for certaIn Investment partnerships(It) Name, address_ and EIN of entity Prlmary actIVIty Legal dom'ale Predomlnant N9 9" partners Share of Share of Coda V-UBI General 0! Percentage (state orforeIgn Income (related. Ma. Income end-of-year allocations? amount In box 20 ?2:39:29 count assets of Sched le K-?l W) ?gamm'm? (Form $065) secIIon 512-514JIL J3). J5). JZL J2). ?1.01 ?1.11 ?1.21 LL31 LL41 LL51 LL51 Schedule (Form 990) 2011 JSA 1E13101000 6256EX A87D 8/13/2013 7:58:32 PM ll-6.5 120-0096944?0077672 PAGE 29 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2011 Part VII Supplemental Information Complete this part to provide additional information for responses to questions on Schedule (see instructions). Page 5 Schedule (Form 990) 2011 1E15102000 6256EX A87D 8/13/2013 7:58:32 PM 3.1-6.5 120-0096944-0077672 PAGE 3 0 Form 8868 (?Rev 1-2012) Page 2 If you are ?ling for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously ?led Form 8868. If cu are ?ling for an Automatic 3-Month ExtensionLcomplete only Part I (on page 1). Additional (Not Automatic) 3-Month Extension of Time. Only ?le the original (no copies needed). Enter filer's Identifying number. see instructions Name of exempt organization or other ?ler, see instructions. Employer identification number (EIN) or Type or print VETS FOR ECONOMIC FREEDOM TRUST Number. street, and room or smte no. If a PO. box. see instructions. Social security number (SSN) File by the duedatefor 1405 FERN ST 197 City. town or post office. state. and ZIP code. For a foreign address. see instructions. instructions ARLINGTON VA 22202 Enter the Return code for the return that this application is for (?le a separate application for each return) I 0 1 I Application Return Application Return Is For Code Is For Code Form 990 01 ?E?a?mg?i? - 3 fi?ii? Form 990-BL 02 Form 1041-A 08 Form 990-EZ 01 Form 4720 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec 401(a) or 408(a) trust) 05 Form 6069 1 1 Form 990-T (trust other than above) 06 Form 8870 12 STOPI Do not complete Part Ii if you were not already granted an automatic 3-month extension on a previously ?led Form 8868. 0 The books are in the care of WAYNE GABLE Telephone No. 5'71 384?2449 FAX No. . If the organization does not have an of?ce or place of busmess in the United States. check this box if this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) if this is for the whole group. check this box . If it is for part of the group. check this box I I and attach a list With the names and EINs of all members the exten3ion is for 4 I request an additional 3-month extensmn of time until 08/15 . 20 13 5 For calendar year . or other tax year beginning 10/12 . 20 11 . and ending 09/30 . 20 12 6 If the tax year entered in line 5 is for less than 12 months, check reason ILI Initial return Final return Change in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS REQUIRED TO ACCUMULATE THE INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN. 8a If this application is for Form 990-T, 4720. or 6069, enter the tentative tax. less any nonrefundable credits See instructions 8a 3 If this application is for Form 990-PF. 4720. or 6069. enter any refundable credits and 33% estimated tax payments made Include any prior year overpayment allowed as a credit and any Li amount paid preVIously With Form 8868 8b 5 Balance Due. Subtract line 8b from line 8a Include your payment With this form. if required. by using (Electronic Federal Tax Payment System). See instructions. 8c 5 Signature and Verification must be completed for Part ll only. Under penalties of perjury. I declare that i have examined this form. including accompanying schedules and statements. and to the best of my knowledge and belief. it is true, correct. and complete. and that i am authorized to prepare this form Signature Title Date Form 8868 (Rev 1-2012) JSA 1 F8055 4 000 -6256EX 2:59:14 PM 7 7 PAGE 2