AUG 1 5 2015 ENVELOPE POSTIARK DATE SCANNED SEP 09 2014 ?m990 Departmunle?ha'l'reuuty heneflt trust or private foundation) Return of Organization Exempt From Income Tax Under sectiomsu?o). 527 or 4941(alt1} of the Internal Revenue Corie [cacept black lung OMB He. 2?12 Open to Public lure-nu mm P- The organization may have to use a copy el? this return to satisfy slate requirements. lnspecllon A For the 2012 calendar year. eritax year. beginning 10/01. 2612. and ending 09/30. 20 13 0 Name eternal-Italian] Employer number th?ly?'??o VETS FOR ECONOMIC FREEDOM TRUST 4 5-35 9311 9 Doing Busi?mns CONCERNED VETERANS FOR AMERICA m" mm Numberend street [or PD. healirnaii Is undelivered to street address) Roemieulte Telephone number 14 05 ST, #197 (703) 578-41664 hunt-J City. tevm gr poet ctr-?le. state, anirl ZIP cede m? ARLINGTON, VA 22202 6 Grass receipt: 5 3 795; 235 . mg? Name and WAYNE GABLE Hill Yes Ho 1405 FERN ST, #197 ARLINGTON, VA 22202 are) vs: No I I I annular I I ao?rrair 4 )4 (Insult-In.) I 494mm) er I I521 Website: CV4A.ORG I Hie} Erna; mull-n umber Form eiernenhliand [Cornea-dim I [Twit] IAssecbiienl lather ILYureffomatlar: 2011 DE Summary 1 Erieilydescribe the organization's. this: elen or most signi?cant activities: a OUR IS TO ADVOCATE FOR POLICIES THAT WILL PRESERVE THE FREEDOM AND LIBERTY THAT VETERANS AND THEIR FMILIEIS $0 PROUDLY FOUGHT AND TO DEFEND: I 2 Checkihisbox it the discontinued Its operations ordismedoimorethan??iiot llsnetasselsNumber of lndependentvuiing members of Ihe governing hodyiPartVI. ilne1b)_ . 4 1- 5 Total cmployndin calcudaryearZO12iPartV,llneZaL . . 5 6. 2 6 necessary) . . . 6 1.500- 73 Total unrelated front Part Prior?reur currentYear a 8 Contribullcnaand . . . . . . . 3496815500 3:795:850- 9 0 0 10 Investment Income 4.and7d) . 1. 444. 375. 11 other revenue (Part ouMmMALFnos 5.66Total revenue- -edd 811mm I111 mun! . 1: 959: 994- 3,796.235- 13 Grants and similar amounts paid (PartBenefits paidto or for g] (A). line 4) 0 8 15 Seleries,other ma gene 212,112. 1,600,778. 163 Prefeuerenall'undrar'slna feestParth. (A).llna1 0 5- Totaiiundralelng expenses (Part 13.09! mn )he-l'sr: 17 orhempensesrpanm cramming.1 113- 975,992. 2,322,123. 18 . . . 1,188, 004. 3; 926. 591. 19 Revenue less cxgenses781.990. 430,355- 5% Beginning olcurrentYear End other 836,759. 954,555. 21 54.769. 303.032. 2'1: 22 Net assets erl'und balances. Subtract line2?r . . . 781, 990- 651,634- Slgnature Block 1. ween?: 13:2 Sign lgAu? 261% Signature oiu?': Date Here Wait H195 5n] CLEO Type or print name and title eel at ?ml?l? FTIN 53.11?? MICHEL Will suit-employed P00482834 Only Flnn'snemo I 44-0160260 Flnn'eeddms 1201 ?mitt! euz'rz 1100 WISH cm, tta nuns-3:46 Phenom. 315 221-6300 May the IFIS dlscIJSS this return with the preparer-sham above? (see helruclluns) Fer Papemark Reduction Act Notice. sen tho :scperatn J3). 221010 52568:: K922 8/12/2014 11:46:40 Pit-1 120-0095944-0077 672 Ll?o Farm 990 (2012) I VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (2012) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question In this Part 1 Briefly describe the organization's OUR MISSION IS TO ADVOCATE FOR POLICIES THAT WILL PRESERVE THE FREEDOM AND LIBERTY THAT VETERANS AND THEIR FAMILIES SO PROUDLY FOUGHT AND SACRIFICED TO DEFEND. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or Yes No If "Yes," describe these new servuces on Schedule 0. 3 Did the organization cease conducting. or make Significant changes In how It conducts. any program sen/Ices? El Yes No If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program servnce accomplishments for each of its three largest program services. as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are requnred to report the amount of grants and allocations to others, the total expenses. and revenue, If any, for each program servuce reported. 4a (Code' )(Expenses$ 3 403 960_ Including grants of$ 3 090 )(Revenue$ 0 CONCERNED VETERANS FOR AMERICA TRANSLATED THE EXPERIENCE, CONCERNS, AND HOPES OF VETERANS AND THEIR FAMILIES INTO A COMMON VISION OF LIBERTY AND FREEDOM. WE PROVIDED 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. WE BROUGHT THAT FRESH PERSPECTIVE TO THE AMERICAN PEOPLE AND OUR LEADERS THROUGH A VARIETY OF ACTIVITIES SUCH AS RALLIES, ADVOCACY, EDUCATIONAL MATERIAL, WEB CONTENT AND MEDIA APPEARANCES. 4b (Code: (Expenses including grants of (Revenue 4c (Code' )(Expenses 5 Including grants of (Revenue 4d Other program services (Descnbe In Schedule 0.) (Expenses Including grants of (Revenue 4e Total program service expenses 3 4 08 960 . 230512000 Form 990 (2012) 6256EX K922 8/12/2014 11:46:40 AM 12-7.l2 120?0096944?0077672 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (2017-) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A 1 2 Is the organization reqUIred to complete Schedule B, Schedule of Contributors (see instructions)? 2 3 Did the organization engage in direct or indirect political campaign activmes on behalf of or in opposition to candidates for public of?ce? lf "Yes," complete Schedule C, Partl 3 4 Section 501(c)(3) organizations. Did the organization engage In lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes,? complete Schedule C, Part II 4 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part 5 6 Did the organization maintain any donor advrsed funds or any similar funds or accounts for which donors have the to prowde adwce on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Partl 6 7 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 ll 7 8 Did the organization maintain collections of works of art, historical treasures. or other Similar assets? If "Yes," complete Schedule D, Part 8 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 or prowde credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 9 10 Did the organization, directly or through a related organization, hold assets In temporarily restricted endowments, permanent endowments, or quaSI-endowments? lf "Yes," complete Schedule D, Part 11 If the organization's answer to any of the followmg 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? ll "Yes," complete Schedule D. Part VI 11a 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 11b 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 11c Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX 1 1 Did the organization report an amount for other liabilities in Part X, line 25? If "Yes,"complete Schedule D, PartX 1 1 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 posmons under FIN 48 (A50 740)? If "Yes," complete Schedule D, Pan?X 11f 123 Did the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes,? complete Schedule D, Parts XI and XII 1 2a Was the organization included in consolidated, independent audited finanCIaI statements for the tax year? If "Yes," and if the organization answered "No" to line 126, then completing Schedule D, Parts XI and XII rs optional 12b 13 Is the organization a school described in section lf "Yes," complete Schedule 13 14 a Did the organization maintain an office, employees, or agents outside of the United States? 143 Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraisrng, business, investment, and program sewice actIVities outSIde the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes,"complete Schedule F, Parts land IV 14b 15 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 outside the United States? If "Yes," complete Schedule F, Parts II and IV 15 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or to indiwduals located outsude the United States? If "Yes,?complele Schedule F, Parts Ill and 16 17 Did the organization report a total of more than $15,000 of expenses for professmnal fundraismg servrces on Part IX, column (A), lines 6 and 11e? If ?Yes," complete Schedule G, Part I (see Instructions) 1? 18 Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 1c and 8a? If "Yes," complete Schedule G, Part II 18 19 Did the organization report more than $15,000 of gross income from gaming actiVities on Part line 9a? If "Yes," complete Schedule G, Part 19 20 3 Did the organization operate one or more hosprtal facilities? lf "Yes,? complete Schedule 203 If "Yes" to line 20a, did the organization attach a copyof its audited financral statements to this return? 20b JSA 2E102?l 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 Form 990 (2012) VETS FOR ECONOMIC FREEDOM TRUST 45?3593119 Form 990 (2012) Page 4 Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5.000 of grants and other a55istance to any government or organization in the United States on Part IX, column (A), line 1? If "Yes,"complete Schedule I, Partsl and II 21 22 Did the organization report more than $5,000 of grants and other a55istance to indiViduals in the United States on Part IX, column (A), line 2? it ?Yes," complete Schedule I, Parts land 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 officers, 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 prinCipaI 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 "No, go to line 25 24a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 246 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 benefit transaction with a disqualified 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 disqualified 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 officer, director, trustee. key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part ll . 26 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 Part 27 28 Was the organization a party to a business transaction with one of the foliowmg parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) a A current or former officer, director, trustee, or key employee? if "Yes," complete Schedule L, Part lV 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 officer, director. trustee, or key employee (or a family member thereof) was an officer. director. trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 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 an. historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete Schedule 30 31 Did the organization liquidate, 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, Part ll, or IV, and Part V, line 1 34 35 a Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 35a 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)? 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 actiwties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes,? complete Schedule R, Part Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI lines 11b and 19? Note. All Form 990 filers are reqwred to complete Schedule 0 38 Form 990 (2012) JSA 2E1030 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (2012) Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a response to any question in this Part Yes No 1a Enter the number reported In Box 3 of Form 1096. Enter -0- if not applicable 1a 47 Enter the number of Forms W-2G included In line 1a. Enter -0- If not applicable 1b 0 8% 1% . Did the organization comply With backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 10 2a Enter the number of employees reported on Form W-3. Transmittal of Wage and Tax 3% 3% Statements. filed for the calendar year ending With or within the year covered by this return 2a 6 If at least one Is reported on line 2a. did the organization file all required federal employment tax returns? 2b Note. If the sum of lines 13 and 2a is greater than 250, you may be reqwred to e??le (see Instructions) I 3a Did the organization have unrelated business gross income of $1 .000 or more during the year? 3a If "Yes." has it filed 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 financial 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: .g e2; See instructions for filing requrrements for Form TD 90-22.1. Report of Foreign Bank and FinanCIaI Accounts 5a Was the organization a party to a prohibited tax shelter transaction at any time dunng the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b 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 solicit any contributions that were not tax deductible as charitable contributions? 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). is a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods .. .. g. and sen/ices prowded to the payor? 7a If "Yes," did the organization notify the donor of the value of the goods or servrces provided? 7b Did the organization sell. exchange. or otherwrse dispose of tangible personal property for which it was required to file Form 8282? Tc If "Yes." indicate the number of Forms 8282 filed during the year I 7d I a. A j' Did the organization receive any funds. directly or indirectly. to pay premiums on a personal bene?t contract? . Te 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? 7 lithe organization received a contribution of cars. boats. airplanes. or other vehicles. did the organization file a Form 1098-0? 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization. or a donor adwsed fund maintained by a sponsoring organization. have excess busmess holdings at any time during the year? 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966? 93 Did the organization make a distribution to a donor. donor adVIsor. or related person? 9b 10 Section 501(c)(7) organizations. Enter a Initiation fees and capital contributions included on Part line 12 1 0a 3. :3 Gross receipts. included on Form 990. Part line 12. for public use of club faculties . 10b 11 Section 501(c)(12) organizations. Enter: 6, If a Gross income from members or shareholders 113 i 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? 12a If ?Yes." enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 133 Note. See the instructions for additional information the organization must report on Schedule 0. t, Enter the amount of reserves the organization is reqmred to maintain by the states in which 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 provide an explanation in Schedule 0 14b zero?? 000 Form 990 (2012) 6256Ex K922 8/12/2014 11:46:40 AM 12-7.12 120?0096944?0077672 Form 990 (2012) VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Page6 Part VI Governance, Management, and Disclosure For each "Yes" reSponse to lines 2 through 7b below, and for a "No" response to line 83, 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. 1a 1 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 Enter the number of voting members included in line 1a, above, who are independent 1b 1 2 Did any officer, director, trustee, or key employee have a family relationship or a busmess relationship With any other officer, director, trustee, or key employee? 2 3 Did the organization delegate control over management duties customarily performed by or under the direct superViSion of officers, 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 filed? 4 5 Did the organization become aware during the year of a Significant diversion of the organization's assets? 5 6 Did the organization have members or stockholders? Ta 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? 73 Are any governance deCI5ions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . 7b 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followmg: a The governing body? . 83 Each committee With authority to act on behalf of the governing body? 8b 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," provide the names and addresses in Schedule 0 9 Section B. Policies This Section requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or af?liates? 103 If "Yes," did the organization have written po i0ies and procedures governing the activuies of such chapters, affiliates, and branches to ensure their operations are consistent 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? . . 11 a 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 go to line 13 123 Were officers, directors, or trustees, and key employees reqUIred to disclose annually interests that could give rise to conflicts? 12b Did the organization regularly and con5istently monitor and enforce compliance With the policy? If "Yes," describe in Schedule 0 how this was done 126 13 Did the organization have a written whistleblower policy? 13 14 Did the organization have a written document retention and destruction policy? 14 15 Did the process for determining compensation of the following persons Include a reVIeW and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and deCIsion? a The organization's CEO, Executive Director, or top management offiCIal 15a Other officers or key employees of the organization 15b 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 10"? venture or Similar arrangement With a taxable entity during the year? 163 If "Yes," did the organization follow a written policy or procedure requmng the organization to evaluate its partICipation in jOlI?lI venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the states With which a copy of this Form 990 is reqUIred to be ?led 18 Section 6104 reqwres 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 web5ite Another's websne Upon request 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, physical address, and telephone number of the person who possesses the books and records of the organization DWAYNE GABLE 1405 FERN 5T, #19? ARLINGTON, VA 22202 (703)673-4654 JSA 2E1042 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944?0077672 Form 990 (2012) Form 990 (2012) Independent Contractors VETS FOR ECONOMIC FREEDOM TRUST Compensation of Of?cers, Directors, Trustees, Key Employees, Highest Compensated Employees, and 45-3593119 Page 7 Check if Schedule 0 contains a response to any question in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons reqwred to be listed Report compensation for the calendar year ending with or Within the organization's tax year. a List all of the organization's current officers, 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." 0 List the organization's five current highest compensated employees (other than an officer, director, trustee. or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 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: individual trustees or directors, institutional trustees, officers; key employees, highest compensated employees; and former such persons. El Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) (B) Posmon (D) (E) (F) Name and Title Average (d0 not Check more than one Reportable Reportable Estimated hours per born. unless person is both an compensation compensation from amount of week (list any of?cer and a director/trustee) from related other hours for the organizations compensation related 3 at 5? 51 organization from the organizations as 2 a (W-2I1099-MISC) organization below dotted 6? a 8 and related I a 3 organizations ine) . .0 a 85. 8 TRUSTEE 0 0 DIRECTOR OF OPERATIONS 110, 000. 0 CHIEF EXECUTIVE OFFICER 67,500. 0 DIRECTOR OF COMMUNICATIONS 106,014. 0 1,238. J91 l. ,(91 1.1.01 LL11 LL21 LL31 LL41 1 JSA Form 990 (2012) 2E1041 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (2012) Page 8 Section A. Of?cers, Directors, Trustees, Key Employees. and Hi hest Compensated Employees continues) (A) (B) (C) (D) (E) Name and We Average P05ition Reportable Reportable Estimated hours per (do not check more than one compensation compensauon from amount Of week (list any box, unless person is both an from related other hours for of?cer and a directorltrustee the organizations compensation a a 3 gig g1 organization from the organizations (w_2,1 organlzation below dotted 9. 5 5 and related Imeorganizations SUb-tOta' 283,514. 1,238. Total from continuation sheets to Part VII, Section A 0 0 0 dTotaljaddlines1band1c) 283,514. 1,238. 2 Total number of indIViduals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2 Yes No 3 Did the organization list any former officer. director. or trustee. key em ployee. or highest compensated 3 at employee on line 1a? If "Yes,? complete Schedule for such indiwdual 3 1% a 4 For any indIVidual listed on line 1a, is the sum of reportable compensation and other compensation from the 3,2,5; if? organization and related organizations greater than $150,000? If "Yes,? complete Schedule for such 5 ?i indiwdual 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indIVIdual for serVices rendered to the organization? If ?Yes,?complele Schedule for such person 5 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending With or Within the organization's tax year. (A) (B) (C) Name and busmess address Description of semces Compensation ANGLER LLC WASHINGTON, DC 20005 WEB VIDEO PRODUCTION 120, 000. 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 JSA 2E 1 055 3 000 6256EX K922 8/12/2014 11:46:40 AM 12*7.12 120-0096944-0077672 Form 990 (2012) Form 990 (2012) VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Page9 Statement of Revenue Check if ScheduleOcontainsaresponse to any question In this PartVIllI . . . . Total revenue Related or Unrelated Revenue exempt busmess excluded from tax function revenue under sections ga?g?? revenue 512. 513. or 514 Federated campaigns . . . . . . . . 1a Membership dues . . . . . . . . . ?3 Fundralsmg events . . . . . . . . . 16 Related orgamzahons . . . . . . . . 1d Government grants (contributions) . . 1e All other contnbutlons, gr?s, grants. Contributions. Gifts, Grants and Similar amounts not Included above . 1f 3.7911860. Noncash In 1nes1a-1f' Business Code 3 I515, 2a a 8 3? All other program serwce revenue . . . . . I- .r .- n. 03 3*?33 3333* 23? 3 Investment Income (Including dwidends. Interest, and otherSImIIaramountsIncome from Investment of tax-exempt bond proceeds . . . 0 5 0 (1) Real (II) Personal 9 11:12; I it; I 6a Grossrents . . . . . . . . 1 ?31 3% Less rental expenses . . . 1:1; 1? :11 Rental income or (loss) . . (I) Securltles (11) Other 33 7a Gross amount from sales of 35%; assets other than Inventory In Less cost or other baSlS and sales expenses . . . . Galn or (lossGross income from fundraismg 5 events (not including 5 of contributions reported on line 1c) ?If a I: Less direct expenses . . . . . . . . . . 5 Netlncome or(loss) from fundralsmg events . . . . . . . . 9a Gross Income from gaming SeeParth,l1ne19 . a Less directexpenses . . . . . . . . . . 1: Net Income or (loss) from gaming . . . . . . . . 0 3261333? ,5 gas 2353133 1 33 33> (?3?54 3939 10a Gross sales of inventory. less *returns and allowances . . . . . . . Less costofgoodssold . . . . . . . . . 1 Netincome or (loss) from sales of 1nventory_ . 0 Miscellaneous Revenue Business Code 1 I 11a 12 Total revenue3,796,235 375 JSA Form 990 (2012) 2E10511000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944?0077672 Form 990 (2012) VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Page 10 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 to any question in this Part IX I I Do not include amounts reported on lines 6b, 7b, (A) (B) (C) (D) Total expenses Pro ram service Mana ement and Fundra 3b. 9b: and 10b 0f Part Expenses geneigl expenses expensesg 1 Grants and other asSistance to govemments and organizations in the United States See PM W. line Grants and other a55istance to in the United States See Part iv, line 22 0 3 Grants and other assistance to governments. organizations. and indiwduals outsude the United States See Part IV, lines Benefits paid to or for members 0 5 Compensation of current officers. directors, trustees. and keyemployees 307,500. 242,925. 64,575. 6 Compensation not included above, to disquali?ed persons (as de?ned under section 495B(f)(1)) and persons descnbed in section 4958(c)(3)(B) 0 Othersalariesandwages 1,093,896. 864,178. 229,718. Pensmn plan accruals and contnbutions (Include section 401(k) and 403(b) employer contributionsOtheremployee benefits 87r104- 68,812. 18:292- 10 Payrolltaxes 104:360- 32:444- 21.915- 11 Fees for sewices (non-employees) a Management 0 Legal 711844- 71,844Lobbying 0 Professmnal fundraismg services See Part lV, line 17 0 Investment management fees 0 9 Other (If line 119 amount exceeds 10% of line 25. column (A) amount. list Itne 119 acpensec on Schedule Advertismg and promotion 385: 026 - 385, 026 - 13 Officeexpenses 81,119. 71,844. 9:275- 14 Information technology Royalties 15 Occupancy 72'343- 67,279. 5:064. 17 Travel 5501810- 512,253. 38:557- 18 Payments of travel or entertainment expenses for any federal, state. or local public offICIals 19 Conferences. conventions, and meetings 127 752 - Interest 0 21 Payments to affiliates 0 22 DepreCIation. depletion, and amortization . 395 . 395 . 23 Insurance 23:042- 20.093- 2:949- 24 Other expenses Itemtze expenses not covered above (List miscellaneous expenses in line 243 If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0) 16, 442. 8,714. 7,728. Allotherexpenses 10:477- 3: 159- 7:318- 25 Total functional expanses. Add lines 1 through 24a 3: 926: 591 - 3: 408Joint costs. Complete this line only if the organization reported in column (8)10int costs from a combined educational campaign and fundraismg solicnation Check here l: if followmg SOP 98?2 (A36 958-720) 12,1052 1 000 Fonn 990 (2012) 6256E1X K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Form 990 (2012) Page 11 Balance Sheet Check if Schedule 0 contains a reSponse to any question in this Part I I (A) (3) Beginning of year End of year 1 Cash - non-interest-beanng Savings and temporary cash investments Pledges and grants receivable. net 3 4 Accounts receivableLoans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. .- Complete Part II of Schedule 0 5 0 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)). persons described in section 4958(c)(3)(B). and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' benefICIary organizations (see instructions) Complete Part II of Schedule 0 6 7 Notes and loans receivable, net 7 0 8 Inventories for sale or use 8 9 Prepaid expenses and deferred charges Land, bUIldings. and eqUipment. cost or other basis. Complete Part VI of Schedule 10a 2 4 837 . 1. Less: accumulated depreciation 10b Investments - publicly traded securities 11 0 12 Investments other securities. See Part IV, line 11 12 13 Investments - program-related. See Part IV, line 11 0 13 0 14 Intangible assets 0 14 0 15 Other assets. See Part IV. line 11 0 15 16 Total assets. Add lines 1 through 15 (must equal line 34) 836Accounts payable and accrued expenses 54 7 69 . 17 303 032. 18 Grants payable 0 18 0 19 Deferred revenue 0 19 0 20 Tax-exempt bond irabmtres 0 20 0 21 Escrow or custodial account liability. Complete Part IV ofSchedule . 0 21 22 Loans and other payables to current and former officers, directors, 3 33E trustees, key employees, highest compensated employees, and - disqualified persons. Complete Part II of Schedule 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 54 769. 26 303, 032 . Organizations that follow SFAS 117 (A50 953), check here and 3 complete lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 781,990. 27 651, 634. 28 Temporarily restricted net assets 28 0 'g 29 Permanently restricted net assets 29 .2 Organizations that do not follow SFAS 117 (ASC 958). check here and I5 complete lines 30 through 34. .3 30 Capital stock or trust prinCIpal, or current funds 30 31 Paid-in or capital surplus. or land, budding, or equipment fund 31 32 Retained earnings, endowment. accumulated income, or otherfunds . 32 2? 33 Total net assets orfund balances 781 990 . 33 651 634 . 34 Total liabilities and net assets/fund balances 836, 759. 34 954 666. JSA 2E10531 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120?0096944?0077672 Form 990 (2012) VETS FOR ECONOMIC FREEDOM TRUST Form 990 (2012) Part XI Reconciliation of Net Assets 45-3593119 Page 1 2 Check if Schedule 0 contains a response to any question in this Part XI I: -I Total revenue (must equal Part column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column Net unrealized gains (losses) on investments Donated services and use of faCllitleS Investment expenses Prior period adjustments Other changes in net assets or fund balances (explain in Schedule 0) Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33 column 10 3,796,235. 3,926,591. -l30,356. 781, 990. @04ml?-hulu-i 651, 634 . Financial Statements and Reporting Check if Schedule 0 contains a response to any question in this Part XII 1 Accounting method used to prepare the Form 990: Cash Accrual 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 compiled or reVIewed by an independent accountant? If "Yes." check a box below to indicate whether the Manual statements for the year were compiled or reviewed on a separate basrs, El Separate ba5is El Were the organization's finanCIal statements audited by an independent accountant? consolidated bass, or both: El Other Consolidated ba5is Both consolidated and separate If "Yes," check a box below to indicate whether the Manual statements for the year were audited on a se arate bas:s, consolidated ba Separate basrs Schedule 0 SIS. or both Consolidated ba5is El Both consolidated and separate basns If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversught of the audit, reVIew. or compilation of its finanCIal statements and selection of an independent accountant? If the organization changed either its oversught process or selection process during the tax year, explain in 3a As a result of a federal award, was the organization reqmred to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-1339 If "Yes." did the organization undergo the requwed audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits Yes No 2a 2b 2c 3a 3b JSA 2E1054 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 Form 990 (2012) (Sri?nge?n SUpplemental Financial Statements Department of the Treasury OMB No 1545-0047 >Complete if the organization answered ?Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10,11a,11b, 11c,11d, 11e,11f, 12a, or 12b. Open to Public lntemal Revenue Semce Attach to Form 990. See separate instructions. Inspection Name Of the organization Employer identification 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 adwsors in writing that the assets held in donor adwsed funds are the organization's property, subject to the organization's exclusive legal control? El Yes No 6 Did the organization inform all grantees, donors. and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor adwsor, 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 Pur ose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e recreation or education) Preservation of an historically important land area Protection of natural habrtat Preservation of a certified historic structure Preservation of open space 2 Complete lines 23 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 a Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certified historic structure included in at Number of conservation easements included in acquired after 8/17/06, and not on a historic structure listed in the National Register 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 I: No 6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, and enforcmg conservation easements dunng the year 8 Does each conservation easement reported on line 2(d) above satisfy the requxrements of section 170(h)(4)(B) and section neonatal?)? Yes No 9 In Part describe how the organization reports conservation easements in 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. 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 (#80 958), 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 semce, prowde, In Part 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 semce, prowde the followmg 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 sumilar assets for ?nancial gain, prowde the followmg amounts reqUIred 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 Paperwork Reductlon Act Notice. see the Instructions for Form 990. Schedule (Form 990) 2012 2E12581 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 Schedule 0 (Form 990) 2012 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Page2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Usmg the organization's achiSition, accession, and other records, check any of the followmg that are a Significant use of its collection Items (check all that apply): a Public exhibition Loan or exchange programs Scholarly research Other Preservation for future generations 4 Prowde a description of the organization's collections and explain how they further the organization's exempt purpose in Part 5 During the year, did the organization solic1t or receive donations of art, historical treasures. or other similar assets to be sold to raise funds ratherthan to be maintained as part of the organization's collection? I: Yes CI No Escrow and Custodial Arrangements. Complete if the organization answered "Yes? to Form 990. Part 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 Yes No If "Yes," explain the arrangement in Part and complete the followmg table: Amount Beginning balance 1c Additions during the year 1d Distributions during the year 1e Ending balance 1f 2a Did the organization include an amount on Form 990, Part X, line 21? Yes No If "Yes." explain the arrangement in Part Check here if the explanation has been prowded in Part Endowment Funds. Com late if the organization answered "Yes" to Form 990, Part IV, line 10. Current year Prior year Two years back Three years back Four years back 1a Beginning of year balance . Contributions Net investment earnings. gains, and losses Grants or scholarships Other expenditures for fac?ities and programs Administrative expenses 9 End of year balance 2 Provide the estimated percentage of the current year end balance (line 19, column held as: a Board deSignated or quaSI?endowment Permanent endowment Temporarily restricted endowment The percentages in lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possesswn of the organization that are held and administered for the organization by: Yes No unrelated organizations 3a(i) (ii) related organizations 3a(ii) If ?Yes? to 3a(ii), are the related organizations listed as reqwred on Schedule 3b 4 Describe in Part the intended uses of the organization's endowment funds Land, Buildings, and Equipment. See Form 990, Part X. line 10. Description of property Cost or other ba3is Cost or other basns Accumulated Book value (investment) (other) depreCiation 1a Land BUIldings Leasehold improvements Eqmpment 24,837. 444. 24,393. 9 Other Total. Add lines 1a through 1e (Column must equal Form 990, Part X, column (B), line 24 393 . Schedule (Form 990) 2012 JSA 2E1269 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120?0096944-0077672 VETS FOR ECONOMIC FREEDOM TRUST Schedule (Form 990) 2012 Investments - Other Securities. See Form 990, Part X, line 12. 45?3593119 Page3 Description of security or category (Including name of security) Book value Method of valuation Cost or end?of?year market value (1) FinanCIal derivatives (2) Closely-held equity interests (3) Other Total (Column must equal Form 990. Part X, col (5) lrne 12 Investments - Program Related. See Form 990, Part X. line 13. of Investment type Book value Method of valuation Cost or end-of-year market value (1) (2) (3) (4) (5) (5) (7) (8) (9) (10) Total. (Column must equal Form 990, Part X, col (8) lme 13) Other Assets. See Form 990, Part X. line 15. Description Book value (1) (2) (3) (4) (5) (6) (7) (3) (9) (10) Total. (Column must equal Form 990, Part X, col. (B) line 15.) Other Liabilities. See Form 990, Part X, line 25. 1. Description of liability Book value (1) Federal Income taxes (2) (3) (5) (6) (7) (3) 110) L11) Total. (Column must equal Form 990, Partx col (B) llne 25) 2. FIN 48 (ASC 740) Footnote In Part provude the text of the footnote to the organization's fmancnal statements that reports the organization?s llabIllty for uncertain tax posmons under FIN 48 (ASC 740) Check here If the text of the footnote has been provnded in Part JSA 2E1270 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 Schedule (Form 990) 2012 120-0096944-0077672 00.079 a VETS FOR ECONOMIC FREEDOM TRUST 4 5?35 93 11 9 Schedule (Form 990) 2012 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Total revenue. gains, and other support per audIted ?nanCIal statements 1 Amounts Included on Me 1 but not on Form 990, Part Me 12. Net unrealized gains on Investments 2a Donated serwces and use of faculties 2b Recoveries 0f P??r year grams 2c Other (Descr'be Part I 2d Add "?95 2a through 2d 2e Subtract Me 29 from ?he 1 3 Amounts included on Form 990. Part line 12, but not on km 1: Investment expenses not included on Form 990. Part IIne 7b 4a Other (Describe .n Part xm.) 4b Add lines 4a and 4b 4c Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 2 a Total revenue. Add IInes 3 and 4c. (ThIs must equal Form 990, Partl, Me 12) 5 Total expenses and losses per audIted ?nanCIal statements 1 Amounts included on line 1 but not on Form 990, Part IX, IIne'25: Donated serVIces and use of 2a Prior year adjustments 2b Other losses 2c Other (Describe In'Par't 2d Add IInes 2a through 2d 2e Subtractnnezefromnne'I 3 Amounts Included on Form 990. Part IXInvestment expenses not included on Form 990. Part IIne 7b 4a Other In Part 4b Add lines 4a and 4b 4c Total expenses Add ll'ne's'a'a'nd dc' ('rIu's Inbs'tleciual'Fbr'm'gbd b?riIInh? ia')Part Supplemental Information Complete this partto prowde the descriptlons reqmred for Part II. lines 3, 5. and 9, Part lInes 1a and 4. Part IV. IInes 1b and 2b. Part V. line 4; Part X. We 2; Part XI, IInes 2d and 4b; and Part XII, IInes 2d and 4b Also complete this part to prowde any addItIonaI InformatIon JSA 2E1271 1000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 Schedule (Form 990) 2012 120-0096944-0077672 ScheduleD (Form 990) 2012 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Page 5 Sumnemental Information (continued) Schedule (Form 990) 2012 JSA 2E12262000 6256EX K922 8/12/2014 11:46:40 AM 12?7.12 120-0096944-0077672 SCHEDULE 0 OMB No 1545-0047 or990-EZ) Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Open to Public Department of the Treasury Internal Revenue Semce >Attach to Form 990 or 990-Ez. Inspection Name of the organizatlon Employer identi?cation number VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 GOVERNING BODY AND MANAGEMENT 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. COMMITTEES FORM 990, PART VI, SECTION A, LINE BE THERE ARE NO SUCH COMMITTEES. FORM 990 REVIEW PROCESS 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. 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 REVIEWS WITH THE TRUSTEE THE POLICY AND ANY POTENTIAL CONFLICTS. For Privacy Act and Paperwork Reduction Act Notice. see the Instructions for Form 990 or 990-EZ. Schedule 0 (Form 990 or 990452) (2012) 5A 2E122T1 6256EX K922 8/12/2014 11:46:40 AM 1.2-7.12 120-0096944-0077672 Schedule 0 (Form 990 0r 990-EZ) 2012 Page 2 Name of the organlzallon Employer identification number VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 EXECUTIVE COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE ORGANIZATION ENGAGED A HUMAN RESOURCES CONSULTING ORGANIZATION TO PERFORM A COMPENSATION STUDY. THE CONSULTING ORGANIZATION USED DATA FROM COMPARABLE NON-PROFITS TO ESTABLISH A REASONABLE COMPENSATION LEVEL FOR . THE TRUSTEE. IN ADDITION, THE ORGANIZATION MAY OBTAIN A PROFESSIONAL OPINION FROM COUNSEL AS TO WHETHER THE PROPOSED 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 UNDER IRS REGULATIONS. ATTACHMENT 1 FORM 990, PART IX - OTHER FEES (A) (B) (C) (D) TOTAL PROGRAM MANAGEMENT FUNDRAISING DESCRIPTION FEES SERVICE EXP. AND GENERAL EXPENSES PROFESSIONAL CONSULTING FEES 752,977. 752,977. PROFESSIONAL FEES DATA ACQUISITION 145,863. 145,863. PROFESSIONAL FEES - SPEAKER 10,000. 10,000. PROFESSIONAL FEES - OTHER 6,208. 6,208. TOTALS 915,048. 915,048. J3, Schedule 0 (Form 990 or 990-EZ) 2012 2E12281 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 SCHEDULE (Form 990) Department of the Treasury lntemal Revenue Semce VETS FOR ECONOMIC FREEDOM TRUST Related Organizations Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34. 35. 36. or 37. Attach to Form 990. 45-3593119 OMB No 1545-0047 2?12 Open to Public Inspection and Unrelated Partnerships See separate instructions. Name of the organization VETS FOR ECONOMIC FREEDOM TRUST Identi?cation of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) Employer Identi?cation number 45-3593119 Name, address, and EIN (if applicable) of disregarded entity (0) (cl) (0) (fl Primary actiwty Legal domicne (state Total income End-of-year assets Direct controlling or foreign country) entity 1405 FERN ST: 45-37 63542 ARLINGTON, VA 22202 VETS FOR ECONOMIC SUPPORT DE 3, 795, 000. FREEDOM TRUST 1 a J91 -(51 -(151 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.) Name. address, and EIN of related organization (C) id) (9) (91 Primary activity Legal domicne (state Exempt Code section Public charity status Direct controlling 393?" 512(b)(13) or foreign country) (if section 501(c)(3)) ci?ijf?tm Yes No CONCERNED VETERANS FOR AMERICA, INC 46-3508366 1405 FERN ST, ARLINGTON, VA 22202 EDUCATION DE 7 J31 -(51 For Paperwork Reduction Act Notice. see the Instructions for Form 990. JSA 2E1307 1 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 Schedule (Form 990) 2012 120-0096944-0077672 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2012 Page 2 Identi?cation 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) (9) if) (9) (I) U) Name, address. and EIN of Primary actiVily Legal Direct controlling Predominant Share 01 total Share of end-of- Code V-UBI General or Percentage related organization domicne entity income year assets ?mum? amount in box 20 managing ownership (state or excluded fr?m of Schedule K-1 partne? foreign tax under (Form 1065) country) sections 512-514) Yes No Yes No J1). JZL . JZL Identi?cation 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.) (C) (9) (fl (9) (I) Name. address. and EIN of related organization Primary activrty Legal domicile Direct controlling Type of entity Share of total Share of Pecen- Sacha" 512(b)(13) (state or foreign entity (C corp. corp. or income end-of year assets tage controlled country) trust) ownership entinz? Yes No 11). JZL J5). Schedule (Form 990) 2012 JSA 2E1303 3 000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2012 Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.) Page3 Note. Complete line 1 if any entity is listed in Parts II. or IV of this schedule. 1 0. During the tax year. did the organization engage in any of the followrng transactions With one or more related organizations listed in Parts ll-IV'? Receipt of(i) interest(ii) annumes royalties or (iv) rent from a controlled entityI LeaseoffaCilities eqUIpment Lease of faculties equipment or other assets from related organization(Performance of serwces or membership or fundraismg solic?ations for related organization(s Performance of serwces or membership or fundraismg sohcrtations by related organization(sSharing of faCIlities. eqmpment, mailing lists. or other assets With related organization(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. (bl (6) Name of other organization Transaction Amount involved type (3-5) N) Method 01 deterrnining amount involved (1) G) (3) (4) l5) (5) JSA 2E13091000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 Schedule (Form 990) 2012 VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2012 Page 4 Unrelated Organizations Taxable as a Partnership (Complete if the organIzatIon answered "Yes" on Form 990, Part IV. line 37.) Prowde the followmg Information for each entIty taxed as a partnershIp through the organIzatIon conducted more than ?ve percent of Its actIVItIes (measured by total assets or gross revenue) that was not a related organIzatIon. See Instructions exclusmn for certaIn Investment partnershIps. In: Id) (0) (0 (.0 Name. address. and EIN ol PrImery Pred?m?man? Are a" ?arm? Share of Game" ?r Percentage (state or torelgn Income (related, 550:3?) total Income end-of-year allocations? amount In box 20 222:2?! ownership coun assets of Schedule K-1 W) untii?etilxetfduj'ad orgamzatlons? (Form 1065) secilon 512.514Schedule (Form 590) 2012 JSA 2E13101000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 I I . . r. VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 Schedule (Form 990) 2012 Part VII Supplemental Information Complete this part to provide additional information for responses to questions on Schedule (see instructions). Page 5 Schedule (Form 990) 2012 2515101000 6256EX K922 8/12/2014 11:46:40 AM 12-7.12 120-0096944-0077672 ?m8868 (Rev January 2013) Application for Extension of Time To File an Exempt Organization Return OMB No 15454709 Department ofthe Treasury Internal Revenue Servrce File a separate application for each return. 0 If you are filing for an Automatic 3-Month Extension. complete only Part I and check this box I I If you are filing for an Additional (Not Automatic) 3-Month Extension. complete only Part II (on page 2 of this form). Do not complete Part1! unless you have already been granted an automatic 13-month extension on a preVIoust ?led Form 8868. Electronic filing You can electronically file Form 8868 if you need a 3-month automatic exten5ion of time to file (6 months for a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an exten5ion of time to file any of the forms listed in Part I or Part II With the exception of Form 8870. Information Return for Transfers Assomated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions) For more details on the electronic filing of this form. Vi5it irs gov/efiie and click on e-fiie for Charities Nonpro?ts Automatic 3-Month Extension of Time. Only submit original (no copies needed). A corporation reqUired to file Form 990-T and requesting an automatic 6-month exten3ion - check this box and complete Part only All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time to file income tax returns. Enter ?ler's identifying number. see instructions Name of exempt organization or other fiier. see instructions Employer identification number (EIN) or Type or 9""t VETS FOR ECONOMIC FREEDOM TRUST 45-359311 9 22:28? Number, street. and room or swte no If a 0 box. see instructions SOClal security number (SSN) ?lingyour 1405 FERN ST #197 I?Btum 599 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 (file a separate application for each return) Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720- (indIVIduaI) 03 Form 4720 09 Form 04 Form 5227 10 Farm 990-T (sec. 401(a) or 408(8) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 The books are in the care of WAYNE GABLE Telephone No. 571 384?2449 FAX No. If the organization does not have an office 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 and attach a list With the names and Ele of all members the exten5ion is for. 1 request an automatic 3-month (6 months for a corporation reqUIred to file Form 990-T) extension of time until 05/15 . 20 14 to file the exempt organization return for the organization named above. The exten3ion is for the organization's return for: I calendar year 20 or b. taxyearbeginning 10/01 .2012 .and ending 09/30 ,20 13 2 If the tax year entered in line 1 is for less than 12 months. check reason: El Initial return I: Final return Change in accounting period 3a If this application is for Form QQO-BL, 990-T, 4720, or 6069. enter the tentative tax, less any nonrefundable credits See instructions 3a 5 If this application is for Form 990-PF, 990-T, 4720. or 6069. enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 3b 5 Balance due. Subtract line 3b from line 3a Include your payment With this form. if required. by using (Electronic Federal Tax Payment System). See instructions. 3.: 5 Caution. If you are geing to make an electronic fund Withdrawal With this Form 8868, see Form 8453-EO and Form 8879-E0 for payment instructions For Privacy Act and Paperwork Reduction Act Notice. see Instructions. Form 8868 (Rev 1.2013) JSA 2F8054 2 000 6256EX A87D 2/10/2014 11:45:32 AM 12?7.l2 120-0096944-0077672 PAGE 2 Form 8868 (Rev 1-2013) Page 2 If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box lid Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously ?led Form 8868 If ou are filing for an Automatic 3-Month Extension, complete 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 filer, see instructions Employer identification number (EIN) or Type or print VETS FOR ECONOMIC FREEDOM TRUST 45-3593119 File by the Number, street, and room or suite no If a 0 box. see instructions Somal security number (SSN) duedatefor 1405 FERN ST #197 21:33:11; 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 (file a separate application for each return) I 0 1] Application Return Application Return Is For Code Is For Code Form 990 or Form 01 Form 990-BL 02 Form 1041 08 Form 4720 (indiVIduaI) 03 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 Do not complete Part II if you were not alread?ranted an automatic 3-month extension on a previously filed Form 8868. The books are in the care of WAYNE GABLE Telephone No. 571 384?2449 FAX No. If the organization does not have an office or place of busmess in the United States, check this box El 0 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 El 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 exten5ion is for. 4 request an additional 3-month exten5ion of time until 08/15 20 14 5 For calendar year or other tax year beginning 10/01 20 12 and ending 09/30 . 20 13 6 If the tax year entered in line 5 is for less than 12 months, check reason Initial return Final return Change in accounting period 7 State in detail why you need the exten5ion ADDITIONAL TIME IS REQUIRED TO ACCUMULATE THE INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN . 8a If this application is for Form 990-BL, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions. 8a 5 If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid prewously wuth Form 8868 5 Balance Due. Subtract line 8b from line 8a Include your payment with this form, if requured, by usmg (Electronic Federal Tax Payment System) See instructions. sc 5 Signature and Verification must be completed for Part II only. Under penalties of penury. declare that I have examined this form. including accompanying schedules and tatements, and lo the best of my knowledge and belief. it is true, correct, and complete, and that I am authorized to prepare this form Signature Title MForm 8888 (Rev 1-2013) JSA 2F8055 2 000 6256EX K922 5/8/2014 12:24:05 AM 12-7.12 120-0096944-0077672