Internal Revenue Service P. O. Box 2508 Cincinnati, OH 45201 Date: June 15, 2012 ProPublica c/o Kim Barker 55 Broadway 23rel Floor New York, NY 10006 Dear Sir or Madam: Department of the Treasury Person to Contact: Karen Batey 0202939 Toll Free Telephone Number: 877-829-5500 This is in response to your June 5, 2012, request for copies of records for Patriot Majority USA. Enclosed are the copies you requested. If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely, Cindy Thomas Manager, Exempt Organizations Determinations INTERNAL REVENUE SERVICE SF THE TREASURY ?13. 0. BOX 2509 OH 45201 Employer Id?ntjficatinn Number: Date: JUL 8 ~20? 45?072mm . DIN: 1705 PATRIOT MAJORITY USA INC Contar? ers: 1711.7 ISLAND AVE NW 6700 BRYAN C. TIMI: 5316-53-0 WASHINGTON, DC 20035 Contact Telephmne ($177) 829~5i?500 Accounting Perio? En?imq: December 31 Form 990 Required: Yes Effective Datcz at Exemption: March 20'in No Addendum AppliHC: Ni?; Dear Applicant: We are pleased to inform you that upon review of your application for %ax~ exempt statug we have determined that you are exempt from Fade??3 incomn tax under section 501(c)(4) of the Internal Revenue Code. Becausa ihis latter could help resolve any questions regarding your exempt stahus, you should keey it in your pwrmaneut records. P}ease see enclosed valicatimn Complianca Guide for TAV~Exempt Organizations {other than 501(c)(3) Public Charities an? ~r.iw? he 3oan?a?ion?}: far some helpful information about your respongibilitiew 39 an exampt organization. Contributiona to you are not deductible by donors under sectinn of the Code. We have sent a copy of this letter to your representative as in?icated in your power of ini0r91y, . Directmr, Exempt 03gan??ations Enclosure: Publication Ijzaitizerz: :?rtf3 (1)411/ 30?) 07/07/11 INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 Date: JUL 8 - 20?1' I . imzmber: DLN: MAJORITY USA INC 17053098325021 EZRA REESE Contact Person: 700 13TH ST #600 BRYAN WOES.R lm? 31650 WASHINGTON, 20005 Contact Telephone Number: Accounting Period Ending: December 3} Form 990 Required: Yes Effective Date of Hxamotion: March 17, Contribution Deductibiliky: No Addendum Applies: Na} Dear Applicant: We are pleased t0 inform you that upon review of your application for tax~ exempt status we have determined that you are exempt from Federal income tax under nection 501(c)(4) of the Internal Revenue Code. Becauve this lettor could help renolve any questions regarding your exempt status, you should keep it in your permanent records. Please see enclosed Publication Compliance Guide for Tax?Exempt Organizations (Other than 501(c)(3) Public Charities and Private Foundations}. for some helpful information about your responsibilities as an oxempt organization. Contributiong to you are not deductible by donors under section 170(c)(2) of the Code. We have sent a copy of this letter to your representa?ive an indicata? in your power of attorney. Sincerely, Lois G. Lerner Director; 1xempt Organizationo Enclosure: Publication 4221 NC hotter 948 07/51/55 INTERNAL REVENUE THE TREASURY - . HOX 2:350:53- CINCINNATI Identification Number: Date: JUL 8 20" PATRIOT MAJORITY USA TNC 17053098325021 MARC ELIAS Contact Person: 700 13TH ST #600 BRYAN WOESTE 31660 DC 20003 Contact Tolephoue Nu?uar: Accounting Period Wn?ing: December 31 Form 990 Required: Yes Effective Date of Exemption: March 17, ZOLI Contribution Deductibility: No Addendum Applioa: NO Dear Applicant: We are p3.eased to inform you that upon review of you) ayplicationl for exempt status we have determined that you a.re exemni from Federal income Lax under section 501(c)(4) 01 the Internal Revenue Code. $ecause ihig lettei could he].p resolvp any ques tjono regarding your exempt statua. won should keep :it in your perman.enk xncords. Please see enclosed Pub].jcatj.on 4221 NC, Compliance Guide for Fax Exempt Orga.nizations (othex t.han Pub].ic Charities and Private Foundations), for some helpful information about your responsibilities as an exempt organization. Contributions v.0 you are 1:01. deductible by donors under section of Izhe Code We have senr a c:opy of this 1ett:er to your a$ indicated in your power of attorney. Sincerely, Lois G. Lerner Director, Exempt Organizations Enclosure: Publication Letter 948 809 ov/mm Form 2848 Power of Attorney um - I June 2008, and Declaration of Representative "3 Department ol the Treasury - - . Received by: We?! Revenue Type or pnnt. See the separate instructions. Name Power of Attorney Telephone Caution: Form 2848 will not be honored for any purpose other than representation before the IRS. Function 1 Taxpayer information. Taxpayer(s) must sign and date this lonn on page 2. line 9. Dale Taxpayer name(s) and address Patriot Majority USA, inc. 171 7 Rhode Island Avenue, NW Suite 660 Washington, Dc 20036 Social security numbeds} Employer identification number 45 i 0710294 Daytime telephone number Plan number (if applicable) 202 654-6200 hereby appoint(s) the following representative(s) as 2 Representativeis) must sign and date this form on page 2, Part II. Name and address CAF No. Marc E. Elias Telephone No 202'654'6200 ?m Fax No. Check if new: Address Telephone No. Fax No. Name and address CAF No. Ezra W. Rseese - Telephone No. 292f4?4f1?1? 70013th treet, #600. Washington, DC 20005 Fax No. Check if new: Address [2 Telephone No. Fax No. Name and address CAF No. Telephone No Fax No. Check if new: Address [3 Telephone No. Fax No. to represent the taxpayens) before the Internal Revenue Service for the following tax matters: 3 Tax matters Type of Tax (Income. Employment. Excise. etc.) or Civil Penalty (see the instructions for line 3) Tax Form Number (1040, 941. 720. etc.) Year(s) or Period(s) (see the instructions for line 3) Application for Recognition under Section 501(a) 1024 2011 4 Speci?c use not recorded on Centralized Authorization File (CAP). If the power of attorne check this box. See the instructions for Line 4. Speci?c Uses Not Recorded on CAF is for a speci?c use not recorded on CAF, .P Acts authorized. The representatives are authorized to receive and inspect confidential tax information and to perform any and all acts that (we) can perform with respect to the tax matters described on line 3, for example. the authority to sign any agreements. consents. or other documents. The authority does not include the power to receive refund checks (see line 6 below), the power to substitute another representative or add additional representatives, the power to sign certain returns, or the power to execute a request for disclosure of tax returns or return lntonnation to a third party. See the line 5 instructions for more information. Exceptions. An unenrolled return preparer cannot sign any document for a taxpayer and may only represent taxpayers in limited situations. See Unenrolied Return Preparer on page 1 of the instructions. An enrolled actuary may only represent taxpayers to the extent provided in section 10.3(d) of Treasury Department Circular No. 230 (Circular 230). An enrolled retirement plan administrator may only represent taxpayers to the extent provided in section 10.3(e) oi Circular 230. See the line 5 instructions for restrictions on tax matters partners. in most cases. the student practitioner's (levels and I) authority is limited (tor example. they may only practice under the supervision of another practitioner). For Privacy Act and Paperwork Reduction Act Notice. see page 4 of the instructions. Receipt of refund checks. If you want to authorize a representative named on line 2 to receive, BUT NOT TO ENDORSE OR CASH, refund checks. initial here and list the name of that representative below. Name of representative to receive refund check(s) Cat. No. 11980J Form 2848 (Rev. 6-2008) Form 2848 (Rev. 6~2008} Page 2 7 . Notices and communications. Original notices and other written communications will be sent to you and a copy to the first representative iisted on line 2. a If you also want the second representative listed to receive a copy of notices and communications. check this box . . If you do not want any notices or communications sent to your representativels). check this box . . . . . . . . . . 8 Retention/revocation of prior powerls) of attorney. The filing of this power of attorney automatically revokes all earlier power(s) of attorney on file with the Internal Revenue Service for the same tax matters and years or periods covered by this document. If you do not want to revoke a prior power of attorney. check hereYOU MUST ATTACH A COPY OF ANY POWER OF ATTORNEY YOU WANT TO REMAIN IN EFFECT. 9 Signature of taxpayerfs). If a tax matter concerns a joint return, both husband and wife must sign if joint representation is requested. otherwise. see the instructions. If signed by a corporate officer. partner, guardian. tax matters partner, executor, receiver. administrator, or tee on behalf of the taxpayer, I certify that I have the authority to execute this form on behalf of the taxpayer. NOT SIGNED AND DATED, THIS POWER OF ATTORNEY WILL BE RETURNED. Signature Date Title (if applicable) Cl Print Name PIN Number Print name of taxpayer from line 1 if other than individual Signature El El El Print Name PIN Number Part II Declaration of Representative Caution: Students with a special order to represent taxpayers in quali?ed Low income Taxpayer Clinics or the Student Tax Clinic Program (levels it and see the instructions for Part ll. Under penalties of perjury. I declare that: I am not currently under suspension or disbarment from practice before the Internal Revenue Service; a I am aware of regulations contained in Circular 230 (31 CFR. Part 10). as amended, concerning the practice of attorneys, certified public accountants. enrolled agents, enrolled actuaries, and others; 0 I am authorized to represent the taxpayer(s) identified in Part for the tax matteris) specified there: and I am one of the following: Attomey?a member in good standing of the bar of the highest court of the jurisdiction shown below. Certified Public Accountant?duly qualified to practice as a certified public accountant in the iurisdiction shown below. Enrolled Agent?enrolled as an agent under the requirements of Circular 230. Officer?a bona fide officer of the taxpayer?s organization. FuII?Time Employee?afu1l?time employee of the taxpayer. Family Member?a member of the taxpayer's immediate family (for example, spouse. parent. child. brother. or sister). Enrolled Actuary?enrolled as an actuary by the Joint Board for the Enrollment of Actuaries under 29 U.S.C. 1242 (the authority to practice before the Internal Revenue Service is limited by section 10.3(d) of Circular 230). Unenrolled Return Preparer?the authority to practice before the internal Revenue Service is limited by Circular 230, section You must have prepared the return in question and the return must be under examination by the See Unenrolled Return Preparer on page 1 of the instructions. Student Attorney?student who receives permission to practice befOre, the IRS by virtue of their status as a law student under section 10.7(d) of Circular 230. I Student CPA?student who receives permission to practice before the IRS by virtue of their status as a CPA student under section 10.7(d) of Circular 230. Enrolled Retirement Plan Agent?enrolled as a retirement plan agent under the requirements of Circular 230 (the authority to practice before the Internal Revenue Service is limited by section h? IF THIS DECLARATION OF REPRESENTATIVE IS NOT SIGNED AND DATED, THE POWER OF ATTORNEY WILL BE RETURNED. See the Part II instructions. Designation?Insert Jurisdiction (state) or Signature Date above letter (aor) identification 4- A no A 0c ,74 Form 2848 (Rev. 6-2008) 17053098325021 1024 Application for Recognition of Exemption one No. 1545-0057 (Rev. September 1998) Under Section 501 "exempt status is approved, Department ot tile Treasury this application will be open lntemal Revenue Service for puhtlc inspection. Read the instructions for each Part carefully. A User Fee must be attached to this application. If the required information and appropriate documents are not submitted along with Form 8718 (with payment of the appropriate user fee), the application may be returned to the organization. Complete the Procedural Checklist on page 6 of the instructions. Part 1. Identification of Applicant (Must be completed by all applicants; also complete appropriate schedule.) Submit only the sc edule that applies to your organization. 00 not submit blank schedules. Check the appropriate box below to indicate the section under which the organization is applying: a Section holding corporations (Schedule A, page 7) is Section leagues, social welfare organizations (including certain war veterans? organizations), or local associations ot employees (Schedule B, page 8) Section agricultural, or horticultural organizations (Schedule C, page 9) Section leagues. chambers of commerce, etc. (Schedule 0, page 9) Section clubs (Schedule 0, page 11) Section beneficiary societies. etc, providing life, sick. accident. or other benefits to members (Schedule E, page 13) 9 Section employees? beneficiary associations (Parts I through iv and Schedule F, page 14) El Section fraternal societies. orders. etc. not providing lite, sick. accident, or other benetits (Schedule E. page 13) i Section life insurance associations, mutual ditch or irrigation companies, mutual or cooperative telephone companies, or like organizations (Schedule G, page 15) Section crematoria, and like corporations (Schedule H, page 16) Section insurance companies or associations, other than lite or marine (Schedule I. page 17) I Section providing for the payment of supplemental unemployment compensation benetits (Parts I through IV and Schedule J, page 18) Section post. organization. auxiliary unit. etc, of past or present members of the Armed Forces of the United States (Schedule K, page 19) Section holding corporations or trusts (Schedule A. page 7) ta Full name of organization (as shown in organizing document) 2 Employer identification number (it none, see Speci?c Instructions on page 2) Patriot Maiorlty USA, inc. 45? 0710294 1b c/o Name (if applicable) 3 Name and telephone number ct person to be contacted if additional iniormation is needed 1c Address (number and street) Room/Suite 1717 Rhode Island Avenue, NW 600 Marc E. Elias Ezra W. Reese 1d City. town or post office, state. and ZIP 4 It you have a foreign address. see Speci?c Instructions for Part I, page 2. Washington, DC 20036 i 202 )654-6200 1e Web site address 4 Month the annual accounting period ends 5 Date incorporated or formed December March 17, 2011 6 Did the organization previously apply for recognition ol exemption under this Code section or under any other section of the Code? Yes No If ?Yes." attach an explanation. 7 Has the organization filed Federal income tax returns or exempt organization information returnsUYes lNo It ?Yes." state the lorm numbers, years filed. and Internal Revenue office where filed. 8 Check the box for the type of organization. ATTACH A CONFORMED COPY OF THE THE APPLICATION BEFORE MAILING. a Corporation? Attach a copy ot the Articles of incorporation (including amendments and restatements) showing approval the . . . I appropriate state official; also attach a copy of the bylawsTrust? Attach a copy of the Trust Indenture or Agreement. including all appropriate signatures and dates. 0 Association? Attach a copy of the Articles of Association, Constitution. or other creating document. with a or other evidence that the organization was formed by adoption of the document by more than onespm mmlude a copy fthe bylaws. . . It this is a (Ettore or an unincorporated association that has not yet adopted bylaws. check here . . . . . [penalties of perjury that I am authorized to sign this application on behalf oi the above organization. and that I have examined this ca on, 'ncluding the accompanying schedules and attachments. and to the best at my knowledge it is true, correct. and complete. PLEASE SIGN HERE (Signature) (Type or print name and title or authority of signer) (Date) For Paperwork Reduction Act Notice, see page 5 of the instructions. Cat, No_ 12343K 17152011098001 6 . 1 Form 1024 (Rev. 9-98) Page 2 Part II. Activities and Operational Information (Must be completed by all applicants} 1 Provide a detailed narrative description of all the activities at the organization?past, present. and planned. 00 not merely refer to or repeatthe language in the organizational document List each activity separately in the order of importance based on the relative time and other resources devoted to the activity indicate the percentage of time for each activity. Each description should include. as a minimum. the lollowing: a detailed description oi the activity including its purpose and how each activity furthers your exempt purpose: when the activity was or will be initiated: and where and by whom the activity will be conducted. See Attachment A. 2 ?st the or ni ation's res nt tur, sourc ottina c? lsu rt. in in with _th lar est sou ce_ 'rst 'Hte orga izaztion exBJec tFIaq it] Will receieve mosP, t? noPgPl, Jigs Pn ome In hegorm of g: from individuals, corporations, partnerships, unions, and other organizations. Form 1024 (Rev. 9-93) Page 3 Part ll. Activities and Operational Information (continued) 3 Give the following information about the organization?s governing body: a Names, addresses. and titles of of?cers. directors. trustees. etc. Annual compensation Cralg Varoga, President 8: Treasurer 700 13th Street, Suite 600, Washington, DC 20003 $0.00 Bill Burke, Director 700 13th Street, Suite 600, Washington, DC 20003 $0.00 Joe Householder, Secretary 700 13th Street, Suite 600, Washington, Dc 20003 $0.00 4 If the organization is the outgrowth or continuation of any form of predecessm, state the name of each predecessor, the period during p?il?liBr' alialltye iig?fin?f?i?iidsiil?i? ii?lli?e?g??'aartlg?ii tilts? eds Niilaii??syr??i sense if ?it 333%: Inc. (EIN: 26?2495846), which was incorporated on April 29, 2008, received its recognition of tax-exempt status under section 501(c)(4) of the Code on May 12, 2009. AAED wound down its affairs, distributed its assets In accordance with section 501(c)(4), and dissolved as of January 14, 2011. PMUSA was originally started as an unincorporated nonprofit association and was the recipient of AAED's remaining assets. It was then incorporated in March 2011 to continue the mission of AAED, with substantially similar activities and goals. ii the applicant organization is now. or plans to be, connected in any way with any other organization, describe the other organization and Nexplain the relationship ?nancial support on a continuing basis; shared facilities or employees; same officers. directors, or trustees). It the organization has capital stock issued and outstanding, state: (1) class or classes of the stock; (2) number and par value of the shares; (3) consideration for which they were issued; and (4) if any dividends have been paid or whether your organization's creating in- ?trument auth rizes ividendtpasyments on any class ol capital stock. eorganiza ion oes no I sue stock. State the qualifications necessary for membership in the organization; the classes of membership (with the number ol members in each class); and the voting rights and privileges received. it any group or class of persons is required to join, describe the requirement and explain the relationship between those members and members who join voluntarily. Submit copies of any membership solicitation material. membership in the organization, subject to approval by an affirmative vote of the existing members. There is no fee to become a member. There is only one class of members. Each member has the right to elect members of the Board of Directors, as well as vote on major decisions of the organization presented at the annual meetingWill {We aosrs??sn?lg'a?gri?? be distributed in accordance with the laws of the District of Columbia and the organization's Bylaws. No assets shall be distributed for purposes inconsistent with the organization's overall mission and/or tax status under 26 U.S.C. 501(c)(4). Form 1024 (RSV. 9'98) Page 4 Part ll. Activities and Operational Information (continued) 9 Has the organization made or does it plan to make any distribution of its property or surplus funds to shareholders or ll? 'Yes. state the lull details, including (1) amounts or value; (2) source at funds or property distributed or to be distributed; and basis of. and authority for. distribution or planned distribution. 10 Does. or will, any part of your organization?s receipts represent payments tor services perlormed or to be performed?. El Yes No If "Yes." state in detail the amount received and the character of the services performed or to be pertormed. 11 Has the organization made. or does it plan to make, any payments to members or shareholders tor services pertormed or to be performedit' ',"Yes state in detail the amount paid the character of the services, and to whom the payments have been or will be. made 12 Does the organization have any arrangement to provide insurance for members, their dependents. or others (including provisionsiorthe payment of sick ordeath benetits pensions, or annumesIl? 'Yes." describe and explain the arrangement? 5 eligibility rules and attach a sample copy of each plan document and each type of policy issued 13 Is the organization under the supervisory jurisdiction oi any public regulatory body, such as a social weltare agency, etc.? ll? 'Yes.? submit copies of all administrative opinions or court decisions regarding this supervision as well as copies of applications or requests for the opinions or decisions 14 Does the organization new lease or does it plan to lease any property?Yes. explain in detail include the amount of rent, a description of the property, and. any relationship between the applicant organization and the other party Also. attach a copy of any rental or lease agreement. (lithe organization is a party. as a lessor, to multiple leases ol rental real property under similar lease agreements. please attach a single representative copy of the leases.) 15 Has the organization spent or does it plan to spend any money attempting to influence the selection, nomination, election. or appointment of any person to any Federal, state. or local public of?ce or to an of?ce in a political organization?. . Yes No It all and list the amounts 3 ant orto he ent in each case. See l? 16 Does the organization publish pamphlets. brochures. newsletters. journals. or similarprinted material"Yes," attach a recent copy of each. Form 1024 (Rev. 9-98] Part Ill. Financial Data (Must be completed by all applicants) Complete the financial statements for the current year and for each of the 3 years immediately before it. If in existence less than 4 years, complete the statements for each year in existence. it in existence less than 1 year, also provide proposed budgets for the 2 years following the current year. A. Statement of Revenue and Expenses Page 5 Current Tax Year 3 Prior Tax Years or Proposed Budget tor Next 2 Years Revenue m. gm Total 1 Gross dues and assessments of members 2,0001000 3300900 3900900 8,000,000 2 Gross contributions, gitts. etcGross amounts derived from activities related to the organization?s exempt purpose (attach schedule) (Include related cost 01 sales on line 9.) 0 0 0 4 Gross amounts irom unrelated business activities (attach schedule) 0 0 0 0 5 ain from sale of assets. excluding inventory items (attach scheduleInvestment Income (see page 3 of the instructional 0 0 0 0 7 Other revenue (attach schedule). 0 0 0 0 8 Total revenue (add lines 1 through 7) . 2900300 3,000,000 31000300 3300.000 Expenses 9 Expenses attributable to activities related to the organization' 8 exempt purposes. we 11900300 31000300 3'000?000 8300900 10 Expenses attributable to unrelated business activities 0 0 0 0 11 Contributions gifts grants, and similar amounts paid (attach scheduleDisbursements to or for the bene?t oi members (attach schedule) 0 0 13 Compensation of officers. directors, and trustees (attach schedule) 0 0 0 0 14 Other salaries and wages. 0 0 15 interest . 0 0 0 16 OccupancyDepreciation and depletion 0 0 0 18 Other expenses (attach schedule) . 0 0 0 19 Total expenses (add lines 9 through 18) ?900900 3,000,000 3,000.000 7300300 20 Excess of revenue over expenses (line 8 minus line 19) . . . . 100, 000 0 0 100,000 "Writ c_ Balance Sheet (at the end of the period shown) Current Tax Year Assets as 01.2!ng011. 1 Cash . 1 18,803 2 Accounts receivable. net. 2 0 3 inventories . . 3 0 4 Bonds and notes receivable (attach schedule) 4 0 5 Corporate stocks (attach schedule). 5 0 6 Mortgage loans (attach schedule) 6 0 7 Other investments (attach scheduleDepreciable and depletabie assets (attach schedule) 3 0 9 Land. . 9 0 10 Other assets (attach schedule). 10 0 11 Total assets . . . . . . 1 1 18,303 Liabilities 12 Accounts payable . . 12 0 13 Contributions, gifts. grants etc payable . 13 0 14 Mortgages and notes payable (attach schedule} 14 0 15 Other liabilities (attach schedule) 15 0 16 Total liabilitiesFund Balances or Net Assets 17 Total tund balances or net assets . 17 18,803 18 Total liabilities and fund balances or net assets (add line 16 and line 17) 18 18, 803 If there has been any substantial change in any aspect of the organization? 3 financial activities since the end of the period shown above, check the box and attach a detailed explanation. ,plE] Form 1024 (Rev. 9-98) Page 8 Organizations Described in Section 501 (Civic leagues, social welfare organizations (including posts. councils, etc.. of veterans? organizations not qualifying or applying for exemption under section 501(c)(191) or local associations of employees.) 1 Has the internal Revenue Service previously issued a ruling or determination letter recognizing the applicant organization (or any predecessor organization listed in question 4, Part ll of the application) to be exempt under section 501(c)(3) and later revoked that recognition oi exemption on the basis that the applicant organization (or its-predecessor) was carrying on propaganda or otherwise attempting to influence legislation or on the basis that it engaged in political activity? . . Yes No it "Yes," indicate the earliest tax year for which recognition of exemption under section 501(c)(3) was revoked and the lFiS district office that issued the revocation. 2 Does the organization perlorm or plan to perform (tor members, shareholders. or others) services, such as maintaining the common areas at a condominium; buying lood or other items on a cooperative basis; or providing recreational facilities or transportation services.iob placement, or other similar undertakings"Yes,? explain the activities in detail. including income realized and expenses incurred. Also, explain in detail the nature of the benefits to the general public from these activities. {if the answer to this question is explained in Part ll of the application {pages 2. 3, and 4), enter the page and item number here.) 3 It the organization is claiming exemption as a homeowners? association, is access to any property or facilities it owns . . . . . . . . . . . . . . . . . . . . . . . . . DYeleNo If "Yes,? explain. 4 lithe organization is claiming exemption as a local association of employees. state the name and address oi each employer whose employees are eligible for membership in the association. ll employees of more than one plant or of?ce oi the same employer are eligible for membership. if}? the address of each plant or office. 8718 (Rev. January 2010) Department of the Treasury lntemal Revenue Service User Fee for Exempt Organization Determination Letter Request Attach this form to determination letter application. (Form 8718 Is NOT a determination letter application.) OMB No. 1545?1798 For User lee screener . 1 Name of organization Patriot Majority USA, Inc. 2 Employer Identi?cation Number 45 0710294 Caution. Do not attach Form 8718 to an application for a pension plan determination letter. Use Form 8717 instead. 3 Type of request Fee a Initial request for a determination letter for: a An exempt organization that has had annual gross receipts averaging not more than $10,000 during the preceding 4 years or 0 A new organization that anticipates gross receipts averaging not more than $10,000 during its first 4 years $400 Note. If you checked box 3a. you must complete the Certi?cation below. Certification I certify that the annual gross receipts of name of organization have averaged (or are expected to average) not more than $10,000 during the preceding 4 (or the first 4) years of operation. Signature Title Initial request for a determination letter for: a An exempt organization that has had annual gross receipts averaging more than $10,000 during the preceding 4 years or 0 A new organization that anticipates gross receipts averaging more than $10,000 during its first 4 years . D- $850 Group exemption letters I $3,000 Instructions Internal Revenue Service to a form or its instructions must be The law requires payment of a user fee with each application for a determination letter. The user fees are listed on line 3 above. For more information, see Rev. Proc. 2009-8: 20094 LRB. 229, or latest annual update. Check the box or boxes on line 3 for the type of application you are submitting. If you check box 3a. you must complete and sign the certification statement that appears under line 3a. Attach to Form 8718 a check or money order payable to the ?United States Treasury" for the full amount of the user fee. If you do not include the full amount, your application will be returned. Attach Form 8718 to your determination letter application. Generally, the user fee will be refunded only if the Internal Revenue Service declines to issue a determination. Where To File Send the determination letter application and Form 8718 to: PO. Box 12192 Covington, KY 410120192 Who Should File Organizations applying for federal income tax exemption, other than Form 1023 filers. Organizations submitting Form 1023 should refer to the instructions in that application package. Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws of the United States. If you want your organization to be recognized as tax-exempt by the IRS. you are required to give us this information. We need it to determine whether the organization meets the legal requirements for tax-exempt status. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating retained as long as their contents may become material in the administration of any lntemal Revenue law. The rules governing the oonfidentiaiity of Form 8718 are covered in section 6104. The time needed to complete and file this form will vary depending on individual circumstances. The estimated average time is 5 minutes. if you have comments concerning the accuracy of this time estimate or suggestions for making this form simpler, we would be happy to hear from you. You can write to the Internal Revenue Service. Tax Products Coordinating Committee, 111 1 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not send this form to this address. instead. see Where To File above. L. Cat. No. 64728Z Form 8718 (1-2010) . em .J Control number Am i 'am/ Only mm per Page 6 Procedural Checklist Make sUre the application is complete. If you do not complete all applicable parts or do not provide all required attachments, we may return the incomplete application for the organization to resubmit with the missing information or attachments. This will delay the processing of the application and may delay the effective date of your organization?s exempt status. The organization may also incur additional user fees. Have you . . . Attached Form 8718 (User Fee for Exempt Organization Determination Letter Request) and the appropriate fee? Prepared the application for mailing? (See Where To File addresses in Form 8718.) Completed all Parts and Schedules that apply to the organization? Shown your organization?s Employer Identi?cation Number a. If your organization has an EIN, write it inthe space provided. b. lf this is a newly formed organization and does nothave an Employer Identification Number, obtain an EIN by telephone. (See Specific instructions, Part I. Line 2, on page 2.) If applicable, described your organization?s speci?c activities as directed in Part II, question 1 of the application? Included a conformed copy of the complete organizing instrument? (Part I, question 8 of the application.) Had the application signed by one of the following: a. An otticer or trustee who is authorized to sign president. treasurer); or b. A person authorized by a power of attorney (submit Form 2848 or other power of attorney)? It applicable, enclosed ?nancial statements (Part a. Current year (must include period up to within 60 days of the date the application is tiled) and 3 preceding years. b. Detailed breakdown oi revenue and expenses (no lump sums). c. lithe organization has been in existence less than 1 year, it must also submit proposed budgets for 2 years showing the amounts and types of receipts and expenditures anticipated. Note: During the technical review of a completed application, it may be necessary to contact the organization for more specific or additional information. Do not send this checklist with the application. Filo 8 GOVERNMENT OF THE DISTRICT OF COLUMBIA DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS CORPORATIONS DIVISION CERTIFICATE THIS IS TO CERTIFY that all applicable provisions of the. District of Columbia NonPro?t Corporation Act have been complied with and accordingly, this CERTIFICATE OF INCORPORA TION is hereby issued to: PATRIOT MAJORITY USA, INC. IN WITNESS WHEREOF I have hereunto set my hand and caused the seal of this of?ce to be af?xed as of 03/17/2011 09:48:59 Business and Professional Licensing Administration %m 59% PATRICIA E. GRAYS Superintendent of Corporations Corporations Division Vincent C. Gray Mayor Tracking it: R06XFL88NO ARTICLES OF INCORPORATION of PATRIOT MAJORITY USA, INC. TO: Department of Consumer and Regulatory Affairs Business Regulation Division Corporation Division Washington, DC. 20001 We, the undersigned natural persons of the age of eighteen years or more, acting as incorporators of a corporation, under the District of Columbia Nonpro?t Corporation Act (Title 29, Chapter 3, DC. Code), adopt the following Articles of Incorporation: SECOND: THIRD: FOURTH: FIFTH: The name of the corporation is Patriot Majority USA, Inc. The period of duration is perpetual. The Corporation shall have voting members. The Corporation is organized and will be operated exclusively for the purpose of educating the public on policies that effectively create jobs, improve investment opportunities, and foster economic development that bene?ts all American workers, their families, and employers. ln furtherance of these purposes the Corporation shall have the powers to do all things necessary, proper and consistent with maintaining its status under section 501(c)(4). All references to sections in these Articles refer to the lntemal Revenue Code of I986 as amended or to comparable sections Of subsequent internal revenue codes. Notwithstanding any other provision of these Articles or of any Bylaws adopted thereunder, this corporation shall not take any action not permitted by the laws which then apply to this Corporation. .No part of the net earnings of the Corporation shall inure to the bene?t of or be distributed to any director, employee or other individual, partnership, estate, trust or corporation having a personal or private interest in the corporation. Compensation for services actually rendered and reimbursement for expenses actually incurred in attending to the affairs of this Corporation shall be limited to reasonable amounts. Upon dissolution of the Corporation, its assets shall be disposed of exclusively for the purposes of the corporation or distributed to such organizations organized and operated exclusively for the promotion of social welfare or for charitable purposes which shall, at the time, qualify as exempt organizations under sections 501(c)(4) or 501(c)(3). . priestly/rate urn 7 am SIXTH: SEVENTH . The address, including street and number, of the initial registered office is 1015 1.5?h Street, NW, Ste. 1000, Washington, DC 20005, and the name ol" the registered agent at such address is CT Corporation System. The internal affairs ol?the corporation shall be regulated by its Board of Directors as described in the Bylaws. The members of the Board of Directors shall be those individuals elected, from time to time, in accordance with the Bylaws. The number of directors constituting the initial Board of Directors is three (3), and the names and addresses. including street number, of the persons who are to serve as the initial directors until the first annual meeting, or until their successors are elected and quali?ed, are: Name. Address Bill Burke 300 Street, SE Suite 1.102 Washington, DC 20003 Joe Householder 300 Street, SE Suite 1 10?. Washington, DC 20003 Craig Varoga 300 Street, SE Suite 1102 Washington, DC 20003 The name and address. including street and number, of each incorporator is as Follows: Name Address James Lamb 300 Street, SE Suite 11.02 Washington, DC 20003 Neil Reiff 300 Street, SE Suite 1 102 Washington, DC 20003 Elizabeth F. Getman 300 Street, SE Suite 102 - Washington, DC 20003 ore/allowing page] ?0 AAwg/m? la ?llies Lan Neil Reiff Dot/M? r3 El izabeth {Lu/$113511 Washington DistriczofCoiumbia ss: 1? 944.3% Notary Public in and for the District of Columbia, hereby ce?ify that on. the ?ay? March 201 1, James Lamb, Neil Reift?and Elizabeth .F. Getman appeared before me and, and averrecl that the statements therein cent ed aret e. (Notary Seal) i ted the foregoing document as an incorporator My commission expires: )onalow Wilma!? Nomry Public Dismal bl Columbus My Mission implies August 14. 2012 1.1 2.1 2.2 3.1 4.1 4.2 4.3 Bylaws of Patriot Majority USA, Inc. A Nonprofit Corporation 1. NAME. The name of the nonpro?t corporation is Patriot Majority USA, Inc. (the ?Corporation?). 2. PURPOSE. The Corporation is a nonpro?t corporation organized and operated for the purpose of promoting social welfare by advocating for public policies that effectively create jobs, improve investment opportunities, and foster economic development that bene?ts all American workers, their families, and employers. 1n pursuance of these purposes the Corporation shall have the powers to do all things necessary, proper and consistent with maintaining its tax~exempt status under section 501(c)(4) of the lntemal Revenue Code 0 1986, as amended. 3. OFFICES The principal of?ce of the Corporation shall be located at such place within the District of Columbia as may be designated by the Board of Directors. Such other of?ces as the Board of Directors may establish shall be located at such place or places, either within or without the District of Columbia, as may be designated by the Board of Directors. 4. MEMBERS Eligibility. Persons eligible to become Members of the Corporation shall be: a. At least eighteen (18) years of age; and b. Admitted by a vote of the membership of the Corporation. Resignation and Removal. Any member may resign by ?ling a written resignation with the Secretary. A member can have their membership terminated by a majority vote of the membership. Meetings of Members. An annual meeting of the members shall take place in the month of January, the speci?c date, time, and location of which shall be designated by the 4.4 4.5 4.6 4.7 4.8 4.9 President. At the annual meeting the members shall elect directors and of?cers, receive reports on the activities of the Corporation, and determine the direction of the Corporation for the coming year. Special Meetings. Special meetings may be called by the President or a simple majority of the membership. Meeting by Telephone Conference. Members may participate in a meeting by means of telephone conference or similar means of communication provided all persons participating in the meeting can hear each other and such participation shall constitute presence in person at the meeting. Notice. Written notice stating the place, day and hour of each animal or special membership meeting shall be delivered personally by US. mail or electronic mail (e-mail) to each member at his or her address shown on the records of the Corporation at least two calendar days before the meeting. Notice shall be effective upon delivery at such address, provided that notice by US. mail shall also be deemed effective if deposited in the mail properly addressed with postage prepaid at least ?ve calendar (5) days before the meeting. Waiver of Notice. Whenever any notice is required to be given to any member under the provisions of these Bylaws, the Articles, or the Act, the person entitled to such notice may waive notice by signing a waiver of notice. The attendance of a member at a meeting shall constitute a waiver of notice of such meeting, except where a member attends a meeting for the express purpose of objecting to the transaction of any business because the meeting is not properly called or convened pursuant to the notice requirements of these Bylaws or the Act. Quorum. The members present at any properly announced meeting shall constitute a quorum. Voting by the Membership. a. All issues to be voted on by the membership shall be decided by a simple majority of the members present at the membership meeting. b. Any action which could be taken at a membership meeting may be taken without a meeting if a written consent stating the action taken is signed by each of the members. The statement of action shall be inserted in the minute book as if it were the minutes of a membership meeting. 5BOARD OF DIRECTORS General Powers and Duties. Management of the affairs of the Corporation shall be vested in its Board of Directors (the ?Board?). The Board shall possess, and may exercise, any and all powers necessary to carry out its purpose and that are not inconsistent with its Articles of Incorporation or prohibited by any applicable federal or state law. Number, Selection and Tenure. The Board shall consist of no fewer than three (3) Directors. The number of Directors may be changed from time to time by a vote of the membership, but no decrease in the number of Directors shall have the effect of shortening the term of any incumbent Director. The members shall elect directors by a majority vote of the membership. A Director may serve for any number of one year terms, consecutive or otherwise. A Director shall hold of?ce for the duration of his term, or until he or she dies, resigns or is removed by a majority vote of the membership. Residency. Directors need not be residents of the District of Columbia. Membership. Directors need not be members of the Corporation. Regular Meetings. By resolution, the Board may specify the time and place either within or without the District of Columbia for holding regular meetings without other notice than such resolution Special Meetings. Special Board meetings may be called by or at the request of the President, Secretary or any Director. The person or persons authorized to call special meetings may ?x any place either within or without the District of Columbia as the place for holding any special Board meeting called by them. Notice of Special Meetings. Special meetings may be called by the President or a simple majority of the Board of Directors. Written notice stating the place, day and hour of each special membership meeting shall be delivered personally, by US. mail, or electronic mail (email) to each member at his or her address shown on the records of the Corporation at least two calendar days before the meeting. Notice shall be effective upon delivery at such address, provided that notice by US. mail shall also be deemed effective if deposited in the mail properly addressed with. postage prepaid at least five calendar (5) days before the meeting. Neither the business to be transacted at, nor the purpose of any special meeting, need be speci?ed in the notice of such meetings. 5.8 5.9 5.10 5.11 5.12 5.13 Waiver of Notice. Whenever any notice is required to be given to any Director under the provisions of these Bylaws, the Articles, or the Act, the person entitled to such notice may waive notice by signing a waiver of notice. The attendance of a member at a meeting shall constitute a waiver of notice of such meeting, except where a member attends a meeting for the express purpose of objecting to the transaction of any business because the meeting is not called or convened pursuant to the notice requirements of these Bylaws or the Act. Quorum. A majority of the total number of Directors shall constitute a quorum for the transaction of business at any Board. meeting but, if less than a majority is present at a meeting, a majority of the Directors present may adjourn the meeting from time to time without further notice. Manner of Acting. The act of a majority of the Directors present at a meeting at which a quorum is present shall be the act of the Board, unless the act of a greater number is required by law or by these Bylaws. Resignation. Any Director may resign at any time by delivering written notice to the President, Secretary or to the registered of?ce of the Corporation. Removal. A Director shall be removed from of?ce and his or her membership in the Corporation terminated upon the vote of a majority of the membership. Vacancies. The members may elect an individual to ?ll a vacancy existing by reason of resignation, death, incapacity, or removal before the expiration of a term by a vote of the membership. Unless he or she dies, resigns or is removed, a Director so elected shall hold of?ce until his or her successor is elected. Presumption of Assent. A Director of the Corporation present at a Board meeting at which action on any Corporation matter is taken shall be presumed to have assented to the action taken unless he or she dissents at the beginning of the meeting (or upon his or her arrival) to the holding of it or transacting business at the meeting; or his or her dissent is entered in the minutes of the meeting; or unless he or she ?les his or her written dissent to such action with the person acting as the Secretary of the meeting before the adj ournment thereof; or unless he or she forwards such dissent by registered mail to the Secretary of the Corporation immediately after the adjournment of the meeting. A Director who voted in favor of such action may not dissent. 5.15 Compensation. Directors shall not receive any stated salaries for their services, but by Board resolution, Directors may be paid their expenses, if any, of attendance at each Board or committee meeting, or a ?xed sum for attendance at each Board or committee meeting; Nothing in the Bylaws shall be construed to preclude any Director, of?cer, or member from receiving compensation for services rendered to the Corporation. 5.16 Loans. No loans shall be made by the Corporation to any of its Directors. 5.17 Meeting by Telephone Conference. Members of the Board may participate in a meeting by means of telephone conference or similar means of communication provided all persons participating in the meeting can hear each other and such participation shall constitute presence in person at the meeting. 5.18 Action by Board Without A Meeting. Any action which could be taken at a meeting of the Board may be taken without a meeting if a written consent stating the action taken is signed by each of the Directors. Any such written consent shall be inserted in the minute book as if it were the minutes of a Board meeting. 6. OFFICERS. 6.1 Of?cers. The of?cers of the Corporation shall consist of a President, a Treasurer, a Secretary, each of whom shall be elected by a vote of the membership. A Chair of the Board, one or more Vice Chairs and such other of?cers and assistant of?cers as the Board may deem necessary may be elected or appointed by the Board. The duties of any such of?cers and assistant of?cers shall be ?xed by the Board of Directors, or by the President if authorized to do so by the Board. The Board may delegate to any of?cer or agent the power to appoint any such subordinate of?cers, or agents, and to prescribe their respective terms of of?ce, authority and duties. 62 Election and Term of Of?ce. The of?cers of the Corporation shall be elected annually by a vote of the membership. Unless he or she dies, resigns or is removed, each of?cer shall hold of?ce until his or her successor is elected. 6.3 Quali?cations. Of?cers may but need not be members of the Board. Any two or more of?ces may be held by the same person. 6.4 Resignation. Any of?cer may resign at any time by delivering written notice to the President, Secretary, or the Board. 6.5 6.6 6.7 6.8 6.9 Removal. Any of?cer or agent elected or appointed by a vote of the membership may be removed by the membership, with or without cause. Any such removal shall be without prejudice to the contract rights, if any, of the person removed. Vacancies. A vacancy in any of?ce because of death, resignation, removal or disquali?cation or any other cause may be ?lled by a vote of the membership for the unexpired portion of the term. President. The President shall be chief executive of?cer of the Corporation. and, subject to Board and membership approval, shall supervise and control all of the assets, business and affairs of the Corporation. The President shall preside over all Board meetings unless the Chair, if any, is present. The President may sign deeds, mortgages, bonds, contracts, or other instruments, except when the signing and execution thereof have been expressly delegated by the Board or by these Bylaws to some other of?cer or agent of Corporation or are required by law to be otherwise signed or executed by some other of?cer or in some other manner. The President may appoint or remove any staff or consultants for the Corporation and establish the rate of compensation for any such staff person or consultant. In general, he or she shall perform all duties incident to the of?ce of President and such other duties prescribed by the Board from time to time. Secretary. The Secretary shall: record or cause to be recorded all votes and minutes of all proceedings of the Board in one or more book to be kept for that purpose; shall give or cause to be given notice of all meetings, where required; (0) be custodian of the Corporation?s records; keep records of the e-mail and mailing address of each Director and member; sign with the President, or other of?cer authorized by the President or Board, deeds mortgages, bonds, contracts, or other instruments, except when the signing and execution thereof have been expressly delegated by the Board or by these Bylaws to some other of?cer or agent of the Corporation; (0 prepare and submit an annual report as required by the Act; and in general perform all duties incident to the of?ce of Secretary and such other duties as from time to time may be assigned to him or her by the President or by the Board. In the absence of the Secretary, an Assistant Secretary may perform his or her duties. Treasurer. If required by the Board, the Treasurer shall give bond for the faithful discharge of his or her duties in such sum and with such surety or sureties as the Board 6.10 6.11 7.1 7.2 7.3 determines. .He or she shall have charge and custody of and be responsible for all funds and securities of the Corporation. He or she shall keep full and accurate account of the receipts and disbursements of the Corporation, and. shall deposit or cause to be deposited all moneys and other assets in the name and to the credit of the Corporation in such depositories as may be designated by the Board. He or she shall disburse or cause to be disbursed funds of the Corporation, making proper vouchers for such disbursements, and shall render to the President and the Board, upon request, an accounting of all his or her transactions as Treasurer and of the ?nancial condition of the Corporation. In general, he or she shall perform all of the duties incident to the of?ce of Treasurer and such other duties as from time to time may be assigned to him or her by the Chair or by the Board. In the absence of the Treasurer, an Assistant Treasurer may perform his or her duties. Chair of the Board. The Chair of the Board (if the Board so deems advisable and selects one) shall be an of?cer of the Corporation and, subject to the direction of the Board, shall perform such executive, supervisory and management functions and duties as may be assigned to him or her from time to time by the Board. He or she shall, in present, preside at all meetings of the Board. Salary. The of?cers may receive compensation for their services as adopted by resolution of the Board. Of?cers may be reimbursed for their expenses. No loans shall be made by the Corporation to its of?cers. 7. CONTRACTS, LOANS, CHECKS AND DEPOSITS Contracts. The Board may authorize any of?cer or of?cers, or agent or agents, to enter into any contract or execute and deliver any instrument in the name of, and on behalf of, the Corporation. Such authority may be general or con?ned to speci?c instances. Loans. No loans shall be contracted on behalf of the Corporation and no evidences of indebtedness shall be issued in its name unless authorized by a resolution of the Board. Such authority may be general or con?ned to speci?c instances. Checks, Drafts, Etc. All checks, drafts, or other orders for the payment of money, notes or other evidences of indebtedness issued in the name of the Corporation shall be signed by such of?cer or of?cers, or agent or agents, of the Corporation and in such manner as is from time to time determined by resolution of the Board. 7.4 7.5 8.1 9.1 10.1 Deposits. All funds of the Corporation not otherwise employed shall be deposited from time to time to the credit of the Corporation in such banks, trust companies or other depositories as the Board may select. Gifts and Contributions. The Treasurer may accept on behalf of the Corporation any contribution, gift, bequest or device as may be consistent with the established purposes of the Corporation and as may be permitted by any applicable local, state or federal law. 8. BOOKS AND RECORDS. The Corporation shall keep correct and complete books and records of account, minutes of the proceedings of its Board and such other records as may be necessary or advisable, or required by law at the registered or principal of?ce of the Corporation. All books and records of the Corporation may be inspected by a director for any proper purpose at any reasonable time, upon reasonable notice to the Secretary of the Corporation. 9. FISCAL YEAR. The ?scal year of the Corporation shall be the calendar year, provided that if a different ?scal year is at any time selected for purposes of federal income taxes, the ?scal year shall be the year so selected. 10. INDEMNIFICATION. To the full extent pemiitted, the Corporation shall indemnify any person who was or is a party in any civil, criminal, administrative or investigative action, suit or proceeding by reason of the fact that Director or of?cer of the Corporation, or is or was serving at the request of the Corporation as a Director or of?cer of another association or Corporation against expenses (including attorneys? fees), judgments, ?nes and amounts paid in settlement actually and necessarily incurred by him or her in connection with such action, suit or proceeding; and the Board may, at any time, approve indemni?cation. of any other person which the Corporation has the power to indemnify. The indemni?cation provided by this Article shall not be deemed exclusive of any other rights to which a person may be entitled as a matter of law or contract. The foregoing shall not apply to matters as to which any such person shall be adjudged in such action, suit or proceeding to be liable for negligence or misconduct in the performance of a duty. The Corporation may purchase and maintain indemni?cation insurance for any person to the extent permitted by applicable law. 11. AMENDMENTS. 1.1 These Bylaws may be altered, amended or repealed and new Bylaws may be adopted by a vote of the membership at any regular or special meeting of the members. These bylaws were adopted by the members of Patriot Majority USA, "Inc. effective March 17, 2011 . [insert name] Secretary Attachment A Patriot Majority USA, Inc. EIN: 45-0710294 Part II: Activities and Operational Information Provide a detailed narrative description of all the activities of the organization?past, present, and planned. Patriot Majority USA, Inc. was incorporated in the District of Columbia on March, 17, 2011 to encourage public discussion about economic development in the United States so that our country can begin a sustained effort to explore policies and practices that enable businesses, governments, families and individuals to survive the current recession, the worst international economic crisis since the Great Depression of the 19303. PMUSA will spend the majority of its budget on outreach in the public forum using new media and paid?communications venues. It will focus on further developing its web site, and using social media, networking, and other online strategies to reach a wide audience of opinion leaders and citizens throughout the United States. Topics covered on website and other paid communications will include, but not be limited to: Economic~development and job-creating opportunities for businesses, entrepreneurs and individuals. ?Best practice? ?scal policies of state and local governments that are designed to reduce government de?cits and avoid burdensome tax rates. International efforts to stabilize the economies and ?scal. policies of other nations, including but not limited to the G8 summit, energy-producing countries and strategically important nations. Economic effects and the economic benefits of public safety, education, health care, energy, economy, health care and ?scally responsible governmental policies on states, businesses and families. Regulatory policies that encourage ethical and responsible behavior by banks, investment companies and other private-sector ?nance institutions. Federal, state, local and public-private efforts to stabilize the ?nancial system. New govemment efforts to protect taxpayers and middle-class families and to ensure that government ?mds are spentwisely. Personal ?nance strategies to enable families and individuals to weather the economic storm. To encourage discussion on these topics, PMUSA will seek articles and commentary from engaged citizens, freelance writers, researchers, policy makers and academic experts with knowledge of the public and private sectors in order to increase public awareness of economic solutions and recessionssurvival strategies. PMU SA will engage in paid communications and electronic advertising to promote public awareness of responsible economic policies that help to create jobs and lay the foundation for future American economic success here in the United States and throughout the world. The organization hopes that encouraging discussion and consideration of diverse viewpoints on these sweeping issues will eventually translate into policy changes to nurture and cultivate the country?s ?iture economic prOSperity. Attachment Patriot Majority USA, Inc. EIN: 45-0710294 Part II: Activities and Operational Information Political expenses. PMUSA intends to spend a limited amount of resources on permissible activities involving federal and state elections. The organization has adopted a policy that its political activity will not exceed forty percent of its budget in a ?scal year. Any political intervention that may be conducted by the organization will be conducted within the limits imposed by lntemal Revenue Code section 501(c)(4), Treasury Regulation section 1 and Revenue Ruling 81-95, 1981-1 CB. 332. The organization tracks and itemizes its expenses to ensure that political activities do not exceed the forty percent threshold in the course of a ?scal year, to ensure that all required taxes will be paid under .[ntemal Revenue Code section 5276), and that the organization remains in compliance with all other obligations Internal Revenue Code. Attachment Patriot Majority USA, Inc. EIN: 45-0710294 Part Ill. Financial Data Line 9: Expenses attributable to activities related to the organization?s exempt purposes 2011. 2012 2013 TOTAL Bookkeeping Accounting $55,000 $60,000 $60,000 $175,000 Consulting $144,000 $200,000 $200,000 $544,000 Dues Subscriptions 3500 $500 $500 $1,500 Web Site Expenses $50,000 $50,000 $50,000 $150,000 Travel $20,000 $30,000 $30,000 $80,000 Postage Shipping $3,500 $4,000 85,000 $12,500 Bank Charges $600 $600 $600 $1,800 Professional Legal Fees $100,000 $125,000 $100,000 $325,000 Administrative Supplies $8,000 $10,000 $10,000 $28,000 Media Buy Paid Communications $1,423,000 $2,430,000 $2,440,000 $5,000,000 Mail communications $75,400 $64,900 $78,900 $219,200 Supporter Outreach $20,000 $25,000 $25,000 $70,000 TOTAL $1,900,000 $3,000,000 $3,000,000 $7,900,000 Line 14: Other salaries and wages PMUSA does not intend to hire employees or pay salaries at this time. The organization seeks to build a large base of volunteers who will be responsible for contributing to, developing, and disseminating the organization?s message. Line 16: Occupancy PMUSA does not intend to rent of?ce space at this time. Its of?cers and volunteers will contribute to the organization?s mission using their own resources. Internal Revenue Service Department of the Treasury 9.0. Box 2508 Room 4?522 Cincinnati, Ohio 45201 Date: May 27, 2011 Employer Identification Number: 45~0710294 Patriot Majority USA, Inc. Person to Contact Group 1717 Rhode Island Ave NW, STE 600 Bryan Woeste 7827 Washington, DC 20036 1004831 Contact Telephone numbers: (513) 263w4761 Phone (513) 263?4488 Fax Response Due Date: June 17, 2011 Dear Sir or Madam: We need more information before we can complete our consideration of your application for exemption. Please provide the information requested on the enclosure by the response due date shown above. Your response must be signed by an authorized person or an officer whose name is listed on your application. Also, the information you submit should be accompanied by the following declaration: Under penalties of perjury, I declare that I have examined this information, including accompanying documents, and, to the best of my knowledge and belief, the information contains all the relevant facts relating to the request for the information, and such facts are true, correct, and complete. To facilitate processing of your application, please attach a copy of this letter to your response. This will enable us to quickly and accurately associate the additional documents with your case file. If we do not hear from you within that time, we will assume you no longer want us to consider your application for exemption and will close your case. As a result, the Internal Revenue Service will treat you as a taxable entity. If we receive the information after the response due date, we may ask you to send us a new application. In addition, if you do not respond to the information request by the due date, we will conclude that you have not taken all reasonable steps to complete your application for exemption. Under Code section 7428(b)(2), you must show that you have taken all the reasonable steps to obtain your exemption letter under IRS procedures in a timely manner and exhausted your administrative remedies before you can pursue a declaratory judgment. Accordingly, if you fail to timely provide the information we need to enable us to act on your application, you may lose your rights to a declaratory judgment under Code section 7428. Name: PATRIOT MAJORITY USA, INC. BIN: 45-0710294 Page: 2 If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours. WNW Bryan Woeste Exempt Organizations Specialist Enclosure(s): Additional Information Requested Letter 1312 Name: PATRIOT MAJORITY USA, INC. BIN: 45~0710294 Page: 3 Additional Information Requested: 1. Per Revenue Procedure 2006~4, Section Penalties of Perjury Statement, it is required that the information you submit must be accompanied by the following Declaration. The Declaration must be signed and dated by the taxpayer, not the taxpayer?s representative. Thus, please have an officer or director of your organization sign and date the Declaration. Under penalties (Jperimjp, [declare that I have examined this information, including acemnpanying doemnents, and, t0 the best of my [me wledge and belief; the information contains all the relevant-facts relating to the requestfar the information. and such facts are. true. correct, and Printed Name of Director/Officer Signature of Director/Officer Name of the Organization Date 2. Please answer the following questions in detail describing the membership process of the organization: 0 Describe the organization's membership requirements and attach a schedule of membership fees and dues. 0 Describe the organization's present and proposed efforts to attract members and attach a c0py of any descriptive literature or promotional material used for this purpose. 0 What benefits do (or will) the members receive in exchange for their payment of fees or dues. Please list all benefits received and the portion of the registration fee that is dedicated to each benefit. Letter 1312 Name: PATRIOT MAJORITY USA, INC. EIN: 45?0710294 Page: 4 I How many current members does the organization have? 0 Does the organization conduct any events for the members? If so, please describe the event in detail. How often is the event held? How many of the organizations members participate in the event? The Articles of Incorporation that you submitted do not show proper proof that they have been filed with the District of Columbia. Please submit a complete copy of your Articles of Incorporation that are stamped ?filed? by the District of Columbia. Please note that we cannot accept Articles of Incorporation that are marked ?received". I have sent a copy of this letter to your representatives as indicated in your' power of attorney. PLEASE DIRECT ALL CORRESPONDENCE REGARDING YOUR CASE TO: US Mail: Street Address: Internal Revenue Service Internal Revenue Service Exempt Organizations Exempt Organizations P. O. Box 2508 550 Main St, Federal Bldg. Cincinnati, OH 45201 Cincinnati, OH 45202 ATT: Bryan Woeste ATT: Bryan Woeste Room 4?522 Room 4~522 Group 7827 Group 7827 (YOU MAY ALSO FAX YOUR RESPONSE TO THE FAX NUMBER LISTED ABOVE) Letter 1312 Internal Revenue Service P.O. Box 2508 - Room 4-522 Cincinnati, Ohio 45201 Date: May 27, 2011 Patriot Majority USA, Inc. Marc Elias 700 13?1? Street, #600 Department of the Treasury- Employer Identification Number: 45~0710294 Person to Contact Group Bryan Woeste 7827 1004831 Washington, DC 20005 Contact Telephone Numbers: (513) 263~4761 Phone (513) 263~4488 Fax Response Due Date: June 17, 2011 Dear Sir or Madam: We need more information before we can complete our consideration of your application tor exemption. Please provide the information requested on the enclosure by the response due date shown above. Your response must be signed by an authorized person or an officer whose name is listed on your application. Also, the information you submit should be accompanied by the following declaration: Under penalties of perjury, I declare that I have examined this information, including accompanying documents, and, to the best of .my knowledge and belief, the information contains all the relevant facts relating to the request for the information, and such facts are true, correct, and complete. To facilitate processing of your application. please attach a copy of this letter to your response. This will enable us to quickly and accurately associate the additional documents with your case file. If we do not hear from you within that time, we will assume you no longer want us to consider your application for exemption and will close your case. As a result. the Internal Revenue Service will treat you as a taxable entity. If we receive the in?ormation after the response due date, we may ask you to send us a new application. In addition, if you do not respond to the information request by the due date, we will conclude that you have not taken all reasonable steps to complete your application for exemption. Under Code section 7428(b)(2), must Show that you have taken all the reasonable steps to obtain your exemption letter under IRS procedures in a timely manner and exhausted your administrative remedies before you can pursue a declaratory judgment. Accordingly, if you fail to timely provide the information we need to enable us to act on your application, you may lose your rights to a declaratory judgment under Code section 7428. Name: PATRIOT MAJORITY USA, INC. BIN: Page: 2 If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, Bryan Woeste Exempt Organizations Specialist Enclosure(s): Additional Information Requested Letter 1312 Name: PATRIOT MAJORITY USA, INC. EIN: 45?0710294 Page: 3 Additional Information Requested: 1. Per Revenue Procedure 2006?4, Section Penalties of Perjury Statement, it is required that the information you submit must be accompanied by the following Declaration. The Declaration must be signed and dated by the taxpayer, not the taxpayer?s representative. Thus, please have an officer or director of your organization sign and date the Declaration. Under penalties of pet/in}; I declare that have examined this in?mnation, including accompanying documents, and, to the best ofmy knowledge and belief, the information contains all the relevant/bets relating to the request/?or the information, and such facts are true, correct. and complete. Printed Name of Director/Officer Signature of Director/Officer Name of the Organization Date 2. Please answer the following questions in detail describing the membership process of the organization: 0 Describe the organization's membership requirements and attach a schedule of membership fees and dues. 9 Describe the organization's present and proposed efforts to attract members and attach a copy of any descriptive literature or promotional material used for this purpose. 0 What benefits do (or will) the members receive in exchange for their payment of fees or dues. ?Please list all benefits received and the portion of the registration fee that is dedicated to each benefit. Letter 1312 Name: PATRIOT MAJORITY USA, INC. BIN: 45~O7l0294 Page: 4 0 How many current members does the organization have? 0 Does the organization conduct any events for the members? If so, please describe the event in detail. How often is the event held? How many of the organizations members participate in the event? The Articles of Incorporation that you submitted do not Show proper proof that they have been filed with the District of Columbia. Please submit a complete copy of your Articles of Incorporation that are stamped ?filed? by the District of Columbia. Please note that we cannot accept Articles of Incorporation that are marked ?received". I have sent a copy of this letter to your representatives as indicated in your? power of attorney. PLEASE DIRECT ALL CORRESPONDENCE REGARDING YOUR CASE TO: US Mail: Street Address: Internal Revenue Service Internal Revenue Service Exempt Organizations Exempt Organizations P. O. Box 2508 550 Main St, Federal Bldg. Cincinnati, OH 45201 Cincinnati, OH 45202 ATT: Bryan Woeste ATT: Bryan Woeste Room 4~522 Room 4-522 Group 7827 Group 7827 (YOU MAY ALSO FAX YOUR RESPONSE TO THE FAX NUMBER LISTED ABOVE) Letter 1312 Internal Revenue Service Department of the Treasury 9.0. Box 2508 Room 4-522 Cincinnati, Ohio 45201 Date: May 27, 2011 Employer Identification Number: 45~0710294 Patriot Majority USA, Inc. 9erson to Contact Group Ezra Reese Bryan Woeste 7827 700 13Lh Street, #600 1004831 Washington, DC 20005 Contact Telephone numbers: (513) 263~476l Phone (513) 263~4488 Fax Response Due Date: June 17, 2011 Dear Sir or Madam: We need more information before we can complete our consideration of your application for exemption. Please provide the information requested on the enclosure by the response due date shown above. Your response must be signed by an authorized person or an officer whose name is listed on your application. Also, the information you submit should be accompanied by the following declaration: Under penalties of perjury, I declare that I have examined this information, including accompanying documents, and, to the best of my knowledge and belief, the information contains all the relevant facts reJating to the request for the information, and such facts are true, correct, and complete. To facilitate processing of your application, please attach a copy of this letter to your response. This will enable us to quickly and accurately associate the additional documents with your case file. If we do not hear from you within that time, we will assume you no longer want us to consider your application for exemption and will close your case. As a result, the Internal Revenue Service will treat you as a taxable entity. If we receive the information after the response due date, we may ask you to send us a new application. In addition, if you do not respond to the information request by the due date, we will conclude that you have not taken all reasonable steps to complete your application for exemption. Under Code section 7428(b)(2), you must show that you have taken all the reasonable steps to obtain your exemption letter under IRS procedures in a timely manner and exhausted your administrative remedies before you can pursue a declaratory judgment. Accordingly, if you fail to timely provide the information we need to enable us to act on your application, you may lose your rights to a declaratory judgment under Code section 7428. Name: PATRIOT MAJORITY USA, INC. EIN: 45~0710294 Page: 2 If you have any questions, p.Lease contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours. Bryan Woeste Exempt Organizations Specialist Enclosure(s): Additional Information Requested Letter 1312 Name: PATRIOT MAJORITY USA, INC. EIN: 45~0710294 Page: 3 Additional Information Requested: 1. Per Revenue Procedure 2006~4, Section Penalties of Perjury Statement, it is required that the information you submit must be accompanied by the ?ollowing Declaration. The Declaration must be signed and dated by the taxpayer, not the taxpayer's representative. Thus, please have an officer or director of your organization sign and date the Declaration. Under penalties ofpetjury, I declare that have examined this information, including accompanying documents. and, to the best of my knowledge and belief, the information contains all the relevant/acts relating to the request for the information. and such facts are true. correct. and complete. Printed Name of Director/Officer Signature of Director/Officer Name of the Organization Date 2. Please answer the following questions in detail describing the membership process of the organization: 0 Describe the organization?s membership requirements and attach a schedule of membership fees and dues. 0 Describe the organization?s present and proposed efforts to attract members and attach a copy of any descriptive literature or promotional material used for this purpose. 0 What benefits do (or will) the members receive in exchange for their payment of fees or dues. Please list all benefits received and the portion of the registration fee that is dedicated to each benefit. Letter 1312 Name: PATRIOT MAJORITY USA, INC. BIN: 45?0710294 Page: 4 0 How many current members does the organization have? 0 Does the organization conduct any events for the members? If so, please describe the event in detail. How often is the event held? How many of the organizations members participate in the event? The Articles of Incorporation that you submitted do not show proper proof that they have been filed with the District of Columbia. Please submit a complete copy of your Articles of Incorporation that are stamped ?filed" by the District of Columbia. Please note that we cannot accept Articles of Incorporation that are marked ?received?. I have sent a copy of this letter to your representatives as indicated in your' power of attorney. PLEASE DIRECT ALL CORRESPONDENCE REGARDING YOUR CASE TO: US Mail: Internal Revenue Service Exempt Organizations P. O. Box 2508 Cincinnati, OH 45201 ATT: Bryan Woeste Room 4?522 Group 7827 Street Address: Internal Revenue Service Exempt Organizations 550 Main St, Federal Bldg. Cincinnati, OH 45202 ATT: Bryan Woeste Room 4?522 Group 7827 (YOU MAY ALSO FAX YOUR RESPONSE TO THE FAX NUMBER LISTED ABOVE) Letter 1312 June 16, 2011 Process"): VIA ACSIMILE MAIL Correspondenc' Rpr?cn Intemal Revenue Service JUN Exempt Organizations p_0_ Box 2503 Internal Revenue eerwcL Cincinnati, Ohio 45201 Cincinnati, Ohio - Attn: Bryan Woeste (Room 4-522, Group 7827) Fax: (513) 263-42188 Re: Patriot Majority USA, Inc. EIN 45-0710294 . 2 as 42H Dear Mr. Woeste: This letter, on behalf of Project Majority USA, Inc. 45-0710294, responds to your information request dated May 27, 2011. Please let us know if you require any additional information. The address of Patriot Majority USA, Inc. is: 1717 Rhode Island Avenue NW Suite 660 Washington, DC 20036 1. Membership PMUSA's membership structure is designed as a corporate oversight system; the role of members is to oversee the Board of Directors and the Officers of PMUSA, and to determine the overall direction of the organization. a. Membership Requirements, Fees Dues PMUSA has no membership requirements; any individual 18 years of age or older is eligible to participate, so long as he or she supports the goals of the organization. There are no membership fees or dues. b. Present Proposed Efforts to Attract Members PMUSA has not broadly advertised for members; it does not envision doing so in the future. It has not developed any descriptive literature or promotional material to attract members, and does not expect to develop such material. c. Bene?ts of Members PMUSA members will receive no bene?ts. (1. Number of Members There are now two members of PMUSA. PMUSA expects that number to grow as time goes on. IEGMZHOWZIJ ot\ e. Member Events PMUSA conducts only one scheduled member event: the annual member meeting, during which the members elect directors and of?cers of the corporation, receive reports on the activities of PMUSA, and determine the direction of PMUSA for the coming year. Other member meetings may be called by the President or a simple majority of the membership. PMUSA has not yet held its ?rst annual member meeting. Given the small size of the current membership, the annual member meeting will likely be either a conference call or small meeting. PMUSA does not expect to incur any expenses in connection with the annual meeting. 2. Articles of Incorporation Attached please ?nd the Articles of Incorporation as ?led with the District of Columbia on March 17, 2011.; the Certificate of Incorporation issued by the District of Columbia; and a certification that the attached is a true and correct copy. Note that the District of Columbia Department of Consumer and Regulatory Affairs has stamped the Articles on file with the District of Columbia with "Received" instead of "Filed." This is, however, a true copy of the Articles on ?le. Under penalties of perj my, I declare that I have examined this information, including accompanying documents and, to the best of my knowledge and belief, the information contains all the relevant facts relating the re st for the information, and such facts are true, correct, and complete. lane IOU Craig Vlarvoga Date President, Patriot Majority USA, Inc. cc: Marc Elias Ezra Reese Perkins Coie LLP 700 13th Street NW Suite 1300 Washington, DC 20005 Fax: (202) 654?6211 GOVERNMENT OF THE DISTRICT OF COLUMBIA DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS CORPORATIONS DIVISION *i'ir CERTIFICATE THIS IS TO CERTIFY that the attached is a true and correct copy of the documents for this entity as shown by the records of this of?ce. PATRIOT MAJORITY USA IN TESTIMONY WHEREOF I. have hereunto set my hand and caused the seal of this of?ce to be a?ixed as of 06/15/2011 Business and Professional Licensing Administration f/?w PATRICIA E. GRAYS Superintendent of Corporations Corporations Division Vincent C. Gray Mayor Tracking File 18 GOVERNMENT OF THE DISTRICT OF COLUMBIA DEPARTMENT OF CONSUMER AND REGULATORY AFFAIRS CORPORATIONS DIVISION *?kir CERTIFICATE THIS IS TO CERTIFY that all applicable provisions of the District of Columbia NonPro?t Corporation Act have been complied with and accordingly, this CERTIFICATE OF INCORPORA is hereby issued to: PATRIOT MAJORITY USA, INC. IN WITNESS WHEREOF I have hereunto set my hand and caused the seal of this of?ce to be af?xed as of 03/17/2011 Business and Professional Licensing Administration ?g?a 37% PATRICIA E. GRAYS Superintendent of Corporations Corporations Division Vincent C. Gray Mayor Tracking SRYM071 SQM ARTICLES OF INCORPORATION 0f PATRIOT MAJORITY USA, INC. TO: Department of Consumer andRegulatory Affairs Business Regulation Division Corporation Division Washington, DC. 20001 We, the undersigned natural persons of the age of eighteen years or more, acting as incorporators of a corporation, under the District of Columbia Nonpro?t Corporation Act (Title 29, Chapter 3, Code), adopt the following Articles of Incorporation: FIRST: SECOND: THIRD: - FOURTH: FIFTH: The name of the corporation is Patriot Majority USA, Inc. The period of duration is perpetual. The Corporation shall have voting members. The Corporation is organized and will be operated exclusively for the purpose of educating the public on policies that effectively create jobs, improve investment opportumties, and foster economic development that bene?ts all American workers, their families, and employers. In furtherance of these purposes the Corporation shall have the powers to do all things necessary, proper and consistent with maintaining its taxsexempt status under section 501(c)(4). All references to sections in these Articles refer to the Internal Revenue Code of 1986 as amended or to comparable sections of subsequent internal revenue codes Notwithstanding any other provision of these Articles or of any Bylaws adopted thereunder, this corporation shall not take any action not permitted by the laws which then apply to this Corporation. No part of the net earnings of the Corporation shall inure to the benefit of or be distributed to any director, employee or other individual, partnership, estate, trust or corporation having a personal or private interest 1n the corporation Compensation for services actually rendered and reimbursement for expenses actually incurred 1n attending to the affairs of this Corporation shall be limited to reasonable amounts Upon dissolution of the Corporation, its assets shall be disposed of exclusively for the purposes of the corporation or distributed to such organizations organized and operated exclusively for the promotion ofsoc1al welfare or for charitable purposes which shall, at the time, qualify as exempt organizations under sections 501(c)(4) or 501(c)(3). ,1 .. .. . SEVENTH: EIGHTH: The address, including street and number, of the initial registered of?ce is 1015 15th Street, NW, Ste. 1000, Washington, DC 20005, and the name of the registered agent at such address is CT Corporation System. The internal affairs of the corporation shall be regulated by its Board of Directors as described in the Bylaws. The members of the Board of Directors shall be those individuals elected, from time to time, in accordance with the Bylaws. The number of directors constituting the initial Board of Directors is three (3), and the names and addresses, including street number, of the persons who are to serve as the initial directors until the ?rst annual meeting, or until their successors are elected and quali?ed, are: Name Address Bill Burke 300 Street, SE Suite 1102 Washington, DC 20003 Joe Householder 300 Street, SE Suite 1102 Washington, DC 20003 Craig Varoga 300 Street, SE Suite 1102 Washington, DC 20003 The name and address, including street and number, of each incorporator is as follows: Name Address James Lamb 300 Street, SE Suite 1102 Washington, DC 20003 Neil Reiff 300 Street, SE Suite 1102 Washington, DC 20003 Elizabeth F. Getrnan 300 Street, SE Suite 1102 Washington, DC 20003 [signatures on following page] it?s/m; Ja Lam Washington District of Columbia 55: I, 9M (7290 W: Notary Public in and for the District of Columbia, hereby certify that on the of March 2011, James Lamb, Neil Reiff and Elizabeth F. (36th appeared before me signed the foregoing document as incorporator and averred that the statements therein gontained 1? true. (Notary Seal) Nota Public Donald w. mam My commission expires: Q?b??ggm4 am