"73:51?? ?-53.4 4.5.. ?1 - 'itvFrom 'ncome Tax Return of Organization Exempt "muons, 201 7 990 onn Under section 501 527. or of the lntemal Revenue Code (except private to Public De Do not enter social security numbers on this form as it may b9 made - for instructions and the latest information- htemal Revenue Service . . di A For the 2017 calendar year. ortax year beginning and en no 0 Employer Identi?cation number Check if applicable: ?2 Name of organization BH Fun ?31? 12 63832 Telephone number Address change Doing business as dd [suns Number and street (or PO. box if mail is not delivered to stree a ress 00m Namechange 00 540 341-8808 Initial return I 01 0 Co . orate Rid Drive Fmal returnitenninated City or town. state or province. country. and ZIP or foreign postal code Amended return cLean VA 22102 .. - f"lf? .L onar Leo Application pendng Name and address 0 princtpa oer 22102 11?? Areall subordinates included? llo 010 Corporate Ridge Drive Ste . 700 . . 501 4 )d insert no. 4947 a 1 or 527 lf'No.? attach alist. (see instructions) H(c) Group exemption number Form of organization: I Association I Other 5 Year of formation: 2 1 6 State of legal domicile: VA Part i Summa 1 Brie?y describe the organization's missionormost significant activities: . To Promote the rule of law and limited! constitutional governmen . Gross receipts 24 339 910 . i-i(a) is this I gulp return tor subordinates? DY: No Tax-exempt status: 501(c (3) Website: 5:4 Corporation I Trust 0 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 5 3 Number of voting members of the governing body (Part VI. line 1a) 3 2 ad 4 Number of independent voting members of the governing body (Part VI. line 1b) 2 .3 5 Total number of individuals employed in calendar year 2017 (Part V. line 23) . a 0 6 Total number of volunteers (estimate if necessary) 0 2' 7a Total unrelated business revenue from Part column (C). line 12 0 . Net unrelated business taxable income from Form line 34 - . . 0 . Current Year Contributions and grants (Part vm, line 1h) 9 Program service revenue (Part Vlli, line 29) 89 91__0_ 3 10 investment income (Part Vill. column (A), lines 3, 4, and 7d) a? 11 Other revenue (Part Vill, column (A). lines 5. 6d. 8c. QC. 100. and 11e) 12 Total revenue-add lines 8 thrown 11 must cual Part Vlli. column A . line Grants and similar amounts paid (Part ix, column (A). lines 1-Bene?ts paid to or for members (Part IX. column (A). line 4) a 15 Salaries. other compensation. employee benefits (Part IX. column (A), lines 5-10) . . . 23' 16a Professional fundraising fess (Part lX. column (A), line 11e) . . Total fundraising expenses (Part lx, column (D). line 25)} 17 Other expenses (Part ix, column (A), lines 11a-11d, 11f-24e) . 482 164 . 18 Total expenses. Add lines 13?17 (must equal Part IX. column (A). line 25Revenue less expenses. Subtract line 18 from line Total assets (Part X. line 16Total liabilities (Part x, line 26Net assets or fund balances. Subtract line 21 from line Part ll Si - nature Block Under penalties oi perjury. id are that have examined thi - it. including accompanying schedules and statements. and to the best of my knowledge and beliei. it is true. correct. and cMaration of 3,2,1 .. - . oiticer) is based on all Information oi Which preparer has any knowledge. I .9, man, Sign . - ure . icer Date Here Leonard Leo President Type or print name and title oward Sckolnik MW 5060M 43 /8-01054967 Firm'SElN >47-5028428 Paid Preparer Use On y Firm'sname Hioward SCkOlnik CPA Firm'saddress 8203 E. Sierra Pinta Drive phone no, cottsdale AZ 85255 502 524-0974 Ma the discuss this return with the . earer shown above? see instructions i'i Yes I No For Paperwork Reduction Act Notice. see the separate instructions. 990 (2011) cm UYA Form 990 (2017) BE Fund Part Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line in this Part 1 Brie?y describe the organization's mission: To promote the rule of law and limited constitutional government. 31-12 63832 Page 2 2 Did the organization undertake any signi?cant program services during the year which were not listed on the . prior Form 990 or it "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make signi?cant changes in how it conducts, any program services? If "Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue. if any, for each program service reported. Yes No Yes No 4a (Code: - (Expenses 3004000 . including grants of$ - 21 9004 000 . )(Revenue BH Fund funded proiects that Eromoted the rule of law and limited, constitutional government . 4b (Code: (Expenses including grants of (Revenue 4c (Code: (Expenses including grants of 4d Other program services (Describe in Schedule 0.) ?enses includino . rants of Revenue 40 Total program service expenses Form 990 (2017) UYA 81-1263832 Page 3 Fomw 990 (2017) EH Fund Part IV Checklist of Re uired Schedules ~o Is the organization described in section 501(c)(3) or (other than a private foundation)? I, ?Yes, .. I complete Schedule A Is the organization required to complete Schedule 8, Schedule of Contributors (see instructions)? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to .I candidates for public of?ce? If ?Yes, complete Schedule C, Part Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 .- election in effect during the tax year? If ?Yes, complete Schedule C, Part ll ls the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments or similar amounts as de?ned in Revenue Procedure 98-19? If "Yes, complete Schedule Part Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes, complete Schedule D, Part I Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If ?Yes, complete Schedule D, Part II Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, complete Schedule D, Part Did the organization report an amount in Part line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed In Part or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes, complete Schedule D, Part IV Did the organization, directly or through a related organization, hold assets in temporanly endowments, permanent endowments, or quasi?endowments? lf "Yes, complete Schedule D, Part If the organization's answer to any of the following questions is 'Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes, complete Schedule D, Part VI Did the organization report an amount for investments-other securities in Part X, line 12 that is 5% or more 11b of its total assets reported in Part X, line 16? If "Yes, complete Schedule D, Part VII Did the organization report an amount for investments?program related in Part X, line 13 that is 5% or more a. of its total assets reported in Part X, line 16? If "Yes, complete Schedule D, Part Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets .- 11 reported in Part X, line 16? If "Yes, complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX m- Did the organization?s separate or consolidated ?nancial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes, complete Schedule D, PartX Did the organization obtain separate, independent audited ?nancial statements for the tax year? If "Yes, complete a-x Schedule 0 Parts and ll Was the organization included In consolidated, independent audited ?nancial statements for the tax year? If "Yes," and if the organization answered "No" to line 123, then completing Schedule D, Parts XI and XII is optional 12b Is the organization a school described In section If complete Schedule m- Did the organization maintain an office, employees, or agents outside of the United States? m- I. Did the organization have aggregate revenues or expenses of more than $10,000 from grantmakIng, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes, complete Schedule F, Parts land IV Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes, complete Schedule F, Parts ll and IV 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes, complete Schedule F, Parts Ill and 16 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes, complete Schedule G, Part! (see instructions) 17 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part lines to and 8a? If "Yes, complete Schedule G, Part II 18 Did the organization report more than $15,000 of gross income from gaming activities on Part line 9a? If ?Yes, com lete Schedule G, Part 19 I Form 990 (2017) Form 990 (2017) 83 Fund BIL-1263832 P1004 Part IV Checklist of Re i uired Schedules (continued) You No 203 Did the organization Operate one or more hospital facilities? If "Yes, complete Schedule If "Yes," to line 20a, did the organization attach a copy of its audited ?nancial statements to this return? Did the organization report more than $5,000 of grants or other assistance to any domestic organization or a- domestic government on Part IX, column (A), line 1? If "Yes, complete Schedule I, Parts land ll 22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on a. Part IX, column (A), line 2? If "Yes, complete Schedule I, Parts I and Ill 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the I. organization's current and former of?cers, directors, trustees. key employees, and highest compensated employees? If ?Yes, complete Schedule 24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? ll "Yes, answer lines 24b 243 through 24d and complete Schedule K. II ?No, go to line 253 Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year a. 21 to defease any tax-exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess bene?t transaction with a disquali?ed person during the year? If "Yes, complete Schedule L, Part I Is the organization aware that it engaged in an excess bene?t transaction with a disquali?ed person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or If ?Yes, complete Schedule L, Part I Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former of?cers, directors, trustees, key employees, highest compensated employees, or disquali?ed persons? If "Yes, complete Schedule L, Part II Did the organization provide a grant or other assistance to an of?cer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes, complete Schedule L, Part Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable ?ling thresholds, conditions, and exceptions): A current or former of?cer, director, trustee, or key employee? If "Yes, complete Schedule L, Part IV A family member of a current or former of?cer, director, trustee, or key employee? If "Yes, complete I. 281) Schedule L, Part IV An entity of which a current or former of?cer, director, trustee, or key employee (or a family member thereof) was an of?cer, director trustee, or direct or indirect owner? If complete Schedule L, Part IV Did the organization receive more than $25, 000 In non-cash contributions? If "Yes," complete Schedule m- Did the organization receive contributions of art, historical treasures, or other similar assets, or quali?ed 30 conservation contributions? If ?Yes, complete Schedule 31 Did the organization liquidate, terminate, or dissolve and cease operations? If ?Yes, complete Schedule N, a. Part! 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes, complete Schedule N, a. Part II 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, Part I I. 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 35 it Did the organization have a controlled entity within the meaning of section 512(b)(13)? m- I. it "Yes" to line 353, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes, complete Schedule R, Part V, line Did the organization make any transfers to an exempt nonccharitable 36 Section 501(c)(3) organizations. related organization? If "Yes?, complete Schedule R, Part V, line 2 . . 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If ?Yes, complete Schedule R, I PartVl . . . 3? 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI lines 11b and .- 19? Note. All Form 990filers arer ulred tocom leteScheduleO . . . . . . . . . . .. .38 Fem 990 With UYA 81-12 63832 Page 5 Form 990(2017) 33 Fund Part Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule 0 contains a resonse or note to any line in this Part I .. - No Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1a 3 Enter the number of Forms W-ZG included in line 1a. Enter -0- if not applicable mm Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 0 2a . . . - Statements, ?led for the calendar year ending with or within the year covered by this return - 2b If at least one is reported on line 23, did the organization ?le all required federal employment tax returns? -. Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-?le (see instructions) .. mm Did the organization have unrelated business gross income of $1,000 or more during the year? - if ?Yes," has it ?led a Form 990oT for this year? If ?No" to line 3b, provide an explanation in Schedule 0 m- At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a ?nancial account in a foreign country (such as a bank account, securities account, or other ?nancial account)? If "Yes," enter the name of the foreign country. See instructions for ?ling requirements for Form 114, Report of Foreign Bank and Financial Accounts (F BAR). Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? If ?Yes," to line 5a or 5b, did the organization file Form 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? lf "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? Organizations that may receive deductible contributions under section 170(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? If "Yes," did the organization notify the donor of the value of the goods or services provided? Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to ?le Form 8282? lf "Yes," indicate the number of Forms 8282 ?led during the year 7d 0 Did the organization receive any funds, directly or indirectly, to pay premiums on a personal bene?t contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal bene?t contract? -- If the organization received a contribution of qualified intellectual property, did the organization ?le Form 8899 as requiredthe organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization ?le a Form 1098-0? . . -- Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained Sponsoring organization have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part line 12 10a Gross receipts, included on Form 990, Part line 12, for public use of club facilities Section 501 organizations. Enter". 5. Gross income from members or shareholders 11a Gross income from other sources (Do not net amounts due or paid to other sources - against amounts due or received from them.) . -- Section 4947(a)(1) non-exempt charitable trusts. Is the organization ?ling Form 990 in lieu of Form 1041? If "Yes," enter the amount of tax-exempt interest received or accrued during the year 1 2 - Section 501(c)(29) quali?ed nonprofit health insurance issuers. ls the organization licensed to issue qualified health plans in more than one state? Note. See the instructions for additional information the organization must report on Schedule 0. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue quali?ed health plans 13 . . Enter the amount of reserves on hand Did the organization receive any payments for indoor tanning services during the tax year? If "Yes has it ?led a Form 720 to r- ort these .a ments? If rovide an exIanetion in Schedule 0 m- Form 990 (2017) Form 990(2017) EH Fund 81-1263832 Page 6 Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below. and tore response to ?ne 88, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response or note to any line in this Part VI Section A. Governin . Bod and Mana . ement -Yes No 1 3 Enter the number of voting members of the goveming body at the end of the tax year 13 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 Did any of?cer, director, trustee, or key employee have a family relationship or a business relationship with 2 any other of?cer, director, trustee, or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct .- supervision of of?cers, directors, or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its goveming documents since the prior Form 990 was ?led? n- 5 Did the organization become aware during the year of a signi?cant diversion of the organization's assets? n- 6 Did the organization have members or stockholders? n- 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint I. one or more members of the governing body? 7a Are any governance decisions of the organization reserved to (or subject to approval by) members, .- stockholders, or persons other than the governing body? 7b [mm 8 Did the organization contemporaneously document the meetings held or written actions undertaken during .1 3? the year by the following: .. . . a The governing body? Each committee with authority to act on behalf of the governing body? mg .I ls there any of?cer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes, provide the names and addresses in Schedule 0 Section B. Policies (This Section 8 requests information about policies not required by the Internal Revenue Code.) Yes No 10 a Did the organization have local chapters, branches, or affiliates? m- If "Yes," did the organization have written policies and procedures governing the activities of such chapters, I. af?liates, and branches to ensure their operations are consistent with the organization's exempt purposes? 10b 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before ?ling the form? . . . Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12 a Did the organization have a written con?ict of interest policy? If "No, go to line 13 Were of?cers, directors, or trustees, and key employees required to disclose annually interests that could give rise to con?icts? . Did the organization regularly and consistently monitor and enforce compliance with the policy? it "Yes, a. describe in Schedule 0 how this was done 13 Did the organization have a written whistleblower policy? ?a 14 Did the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by A independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management of?cial Other of?cers or key employees of the organization m- If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions). 16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the ore anization's exem status with res oect to such arran- ements? Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be ?led I Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 only) 18 available for public inspection. Indicate how you made these available. Check all that apply. [3 Own website Another's website Upon request Other (explain in Schedule 0) 19 Describe in Schedule 0 whether (and if so, how) the organization made its governing documents, con?ict of interest policy, and ?nancial statements available to the public during the tax year. 20 State the name. address, and telephone number of the person who possesses the organization's books and records1111 Lubbock TX 79424 Star Financial Manaoement LLC 5109 82nd St. Ste. Form 990 (2017) WA Form 990 (2017) 33 Fund 81-12 63832 Pace 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line in this Part VII I Section A. Officers Directors Trustees Ke Emolo ees and Hi-hest Comoensated Em-Io ees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization?s tax year. 0 List all of the organization?s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter in columns (D), (E), and (F) if no compensation was paid. a List all of the organization?s current key employees, if any. See instructions for de?nintion of "key employee." a List the organization?s ?ve current highest compensated employees (other than an of?cer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. 0 List all of the organization?s former of?cers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 0 List all of the organization?s former directors or trustees that received, in the capacity as a form er director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; of?cers; key employees; highest compensated employees; and former such persons. Check this box if neither the or-anization nor an related or-anization com censated an current of?cer, director, or trustee. (C) (E) (F) (A) (3) Position (D) Name and Title Average (do not check more than one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation from amount of related other organizations compensation (W-211099-MISC) from the from the organization eek (list an hours for related of?cer and a director/trustee) Jeomo aekqdwe petesuedwoo tseu?gH Jotoanp .ID eersmz Ienpwnu: organizations (W211099-MISC) organization below dotted and related line) organizations (1) Leonard Leo .l President (2) Jonathan Bunch -- Treasurer Secretar (49) -.Il - (11) I - - - - UYA Form 990 (2017 990(2017) 33 Fund 81-12 63832 Pace 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C) Position (do not check more than one (D) (E) (F) Reportable Reportable Estimated compensation compensation from amount of from related other (A) (3) Name and title Average hours per week (list an box, unless person is both an of?cer and a director/trustee) hours for 0 11 the organizations compensation related organization from the organization 3' a a organization below dotted 23' S. g' 8 3 ., and related 5 3" ?3 3 organizations r; a 3 1b Sub-total Total from continuation sheets to Part VII, Section A Total (add lines Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization i 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated . .. employee on line 1a? If "Yes, complete Schedule for such individual 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes, complete Schedule for such individual 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, complete Schedule for such person . . Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensatlon from the organization. Report compensation for the calendar year ending with or within the organization's tax ear. (A) (B) . . Name and busuness address Descn-tion of services Com (en)sation Creative Res . onse Conce . be 27 60 Eisenhower Ave Alexandria VA 22314 tin 0 4 0 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization) 1 UYA - .. Form 990 (2017) Form 990 (2017) 33 Fund 81-1263832 Page 9 Part Statement of Revenue Check if to any line in this Part . . . . . . . . . . . . . . . . . (A) (C) (D) Total revenue Related or exempt UnreIated Revenue excluded function revenue business from tax under "5 revenue sections 512-514 . mam!" .3 3 i i Federated campaigns . mumsmgevems . . . . . . . . . . . m- a if Related organizations . . . . . . . . . . m- g; Government grants (contnbutlonsAll other contnbutIons, gifts, grants, a? 5.: ,9 E. and similar amounts not included above. 4 250 000 ?3 8 Noncash contributions included In lines 1 3-1 8 5 Total. Add lines la?if250 "000 All other program service revenue n' Total. Add lines Za-Zf 3 Investment income (including dividends, interest, and other similar amountsIncome from investment of tax-exempt bond proceeds . 5 Royalties. -- Mm. wcawm earmy-vr? .. 6a Gross rents Less: rental expenses Rental income or (loss) M..- .. . Net rental Income or (loss) .F . 7a Gross amount from sales of assets other than inventory - Less: cost or other basis -- .1 and sales expenses . Gain or (loss). . . Net gain or (lossGross Income from fundraIsmg 5 events (not including of contributions reported on line 1c). I 5 a 0 Less: direct expensesNet income or (loss) from fundraising events 9a Gross income from gaming activities. See Part IV, line 19 . Less: direct expenses . Net income or (loss) from gaming activities 103 Gross sales of inventory, less returns and allowances Less: cost of goods sold. Net Income or loss from sales invento All other revenue 0 Total. Add lines ita-ild . . . . 12 Total revenue. See instructionsUYA Form 990 (2017) Form 990 (2017) 33 Fund 81-1263832 Page 10 Part IX Statement of Functional Ex . enses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule 0 contains a response or note to any line in this Part not Include amounts reported on lrnes 6b, 7b, 8b, 9b, Total expenses 09 ram service Management and enses oeneral censes. .. . oenses -.-. . and 10b of Part 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 2 Grants and other assistance to domestic individuals. See Part IV. line 22 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 4 Bene?ts paid to or for members 5 Compensation of current of?cers, directors, trustees, and key employees 6 Compensation not included above, to disquali?ed persons (as de?ned under section 4958(t)(1)) and persons described in section 4958(c)(3)(Other salaries and wages 8 Pension plan accruals and contributions (include section - 401(k) and 403(b) employer contributions) 9 Other employee bene?ts 10 Payroll taxes 11 Fees for services (non-employees): a Management Legal Accounting . 2 750 . 2 750 . Lobbying 9 Professional fundraising services. See Part IV, line 17 . . investment management fees 9 Other. (If line 119 amount exceeds 10% of line 25, column (A) amount, list line 119 expenses on Schedule 0Advertising and promotion 1 9 9 . 1 3 Of?ce expenses 14 Information technology 15 Royalties 15 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public of?cials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to af?liates 22 Depreciation, depletion, and amortization 23 Insurance 24 Other expenses. ltemize expenses not covered above (List miscellaneous eXpenses in line 24e. lf line 24e amount exceeds 10% of line 25, column (A) amount, list line 24a expenses on Schedule 0.) a a All other expenses 25 Total functional ex oenses. Add lines 1 throuo 24a 26 Joint costs. Complete this line only if the organization reported in column (8) joint costs from a combined educational campaign and fundraising solicitation. Check here I if following SOP 98-2 (A80 958-720) mm Form 990 (2017) Form 990 (2017) Part Balance Sheet Assets Liabilities Net Assets or Fund Balances mbWN-? 7 8 9 10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule . .. .- Less: accumulated depreciation m_Fund 81-1263832 Pace 11 Check if Schedule 0 contains a response or note to any line in this Part I (3) Cash non-interest-bearing Savings and temporaIy cash investments _n Pledges and grants receivable net _n Accounts receivable, net _n ?1 .- .. Loans and other receivables from current and former of?cers, directors, trustees, key employees, .. - and highest compensated employees. Complete Part II of Schedule -u . .- Loans and other receivables from other disquali?ed persons (as de?ned 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' bene?ciary organizations (see instructions). . Complete Part ll of Schedule ?u Notes and loans receivable, net Inventories for sale or use _u Prepaid expenses and deferred charges ?u . -. Investments publicly traded securities ?Investments other securities. See Part IV, line 11 ?m Investments program-related. See Part IV, line 11 _m Intangible assets _m Other assets. See Part IV, line 11 _m Total assets. Add lines 1 throuh 15 must wual line 34 ?a 0 964 164 . Accounts payable and accrued expenses Grants payable _m In Deferred revenue Tax-exempt bond liabilities ?m Escrow or custodial account liability. Complete Part IV of Schedule _m Loans and other payables to current and former officers, directors, trustees, key employees, a highest compensated employees, and disqualified persons. Complete Part II of Schedule L. Secured mortgages and notes payable to unrelated third parties ?m Unsecured notes and loans payable to unrelated third parties ?m Other liabilities (including federal Income tax payables to related third parties, and other lIabIlItIes . not included on lines 17-24). ComMete Part of Schedule ?m Total liabilities. Add lines 17throth 25 ?a Organizations that follow SFAS 117 (ASC 958), check here 5 I and complete lines 27 a I through 29, and lines 33 and 34. Unrestricted net assets 0 957 345 . Temporarily restricted net assets -m Permanently restricted net assets Organizations that do not follow SFAS 117 (ASC 958). check here and complete - . lines 30 through 34. Capital stock or tnIst principal, or current funds ?m Paid-in or capital surplus, or land, building, or equipment fund -m Retained earnings, endowment, accumulated Income, or other funds Total net assets or fund balances -m 0 95"] 84 5 Total liabilities and net assets/fund balances ?m 9 64 1 54 Form 990 (2017) 6 319. Form 990 (2017) EH Fund Part XI Reconciliation of Net Assets 81-1263832 Page 12 Check if Schedule 0 contains a response or note to any line in this Part XI I 1 Total revenue (must equal Part column (A), line 12Total eXpenses (must equal Part IX, column (A), line 25Revenue less expenses. Subtract line 2 from line Net assets or fund balances at beginning of year (must equal Part X, line 33, column 5 Net unrealized gains (losses) on investments a 6 Donated services and use of facilities 7 Investment expenses 8 Prior period adjustments 9 Other changes in net assets or fund balances (explain in Schedule 0) 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line a 33, column 20 957 746. Part XII Financial Statements and Reporting Check if Schedule 0 contains a response or note to any line in this Part XII I . Yes No 1 Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0. 2a Were the organization's ?nancial statements compiled or reviewed by an independent accountant? .. If "Yes," check a box below to indicate whether the ?nancial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis El Consolidated basis Both consolidated and separate basis Were the organization's ?nancial statements audited by an independent accountant? If "Yes," check a box below to indicate whether the ?nancial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis I: Consolidated basis Both consolidated and separate basis If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its ?nancial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular 3a If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the I . uired audit or audits, ?Iain wh in Schedule 0 and describe an steos taken to under 0 such audits. 3b UYA . Form 990 (2017) SChedu'e OMB No. 1545-0047 (pm, 990, 990,52. Schedule of Contributors or 990-PF) Department of the Treasu Internal Revenue Service 0! >60 to for the latest information. Name of the organization Employer identi?cation number Attach to Form 990, Form 990-EZ, or Form 990-PF. 201 7 BB Fund 81-1263832 Organization type (check one): Filers of: Section: Form 990 or 990-EZ 501 (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation El 527 political organization Form 990-PF 501(c)(3) exempt private foundation CI 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization ?ling Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and Il. See instructions for determining a contributor's total contributions. Special Rules For an organization described in section 501(c)(3) ?ling Form 990 or 990-EZ that met the 33113 support test of the regulations under sections 509(a)(1) and that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 163, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000; or(2) 2% of the amount on Form 990, Part line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II. For an organization described in section 501(c)(7), (8), or (10) ?ling Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious. charitable, scienti?c, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and For an organization described in section 501(c)(7), (8), or (10) ?ling Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusivelyfor religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't ?le Schedule (Form 990, or but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line of its Form 990-EZor on its Form Part I, line 2, to certify that it doesn't meet the ?ling requirements of Schedule 8 (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule 8 (Form 990, 990-EZ, or too-PF) (2017) WA . 11ainin.? (- 33" I 4 Schedule 8 (Form 990. 990-152. or BBC-PF) (2017) Page 2 Name of organization Employer Identi?cation number gg Fund 81-1263832 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (C) No. Name. address, and ZIP 4 Total contributions Type of contribution 1 Person Payroll 000 Noncash (Complete Part ii for noncash contributions.) . NO- Total contributions Type of contribution Person Payroll Noncash (Complete Part ii for noncash contributions.) (8) (C) . No. Total contributions Type of contribution . Person Payroll . Noncash El . (Complete Part II for PUBLIC INSPECTION COPY R) (d an No. . Total contributions Type of contribution Person El Payroll Noncash . (Complete Part II for . noncash contributions.) No. Total contributions Type of contribution Person Payroll Noncash (Complete Part ii for noncash contributions.) (8) (C) . id) NO- Total contributions Type of contribution Person Payroll 5 Noncash (Complete Part ii for noncash contributions.) UYA Schedule (F mm 990. GOO-E2. or UGO-PF) (101T) Page 3 Employer identification number 81-1263832 Schedule 8 (Form 990, 990-EZ. or 990-PF) (2017) Name of organization BH Fund . Part II Noncash Property (see instructions). Use dupiicate copies of Part II if additional space IS needed. NO- . . FMV or estimate - gm Description of noncash property given Date received . . FMV or estimate . [gm Description of noncash property given Date received Mt' or es Ima . (See instructions.) Date received Description of noncash property given to!) FMV (or estimate) . (See instructions.) Date received Description of noncash property given FMV (or estimate) (See instructions.) Date received Description of noncash property given (C) FMV estimate) Date received (13) Description of noncash property given (See instructions.) Schedule a (Form 990, 990-52. or 990-PF) (2011) Schedule 8 (Form 990. 990-52. or 990-PF) (2017) Page 4 Name of organization Employer identification number BH Fund 81-1263832 Part Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns through and the following line entry. For organizations completing Part enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) 5 3 Use duplicate copies of Part if additional space is needed. No. . grad-1n. Purpose of gift . Use of gift Description of how gift is held Transfer of gift Transferee's name, address, and ZIP 4 Relationshi . of transferor to transferee inA - 1 No. ?20m Purpose of gift Use of gift Description of how gift is held Transfer of gift Transferee's name, address, and ZIP 4 Relationshi . of transferor to transferee No. gar?! Purpose of gift (6) Use of gift Description of how gift is held a #Ak LA - - it Transfer of gift Transferee's name, address, and ZIP 4 Relationshi . of transferor to transferee a No. (50% Purpose of gift (0) Use of gift Description of how gift is held a Transfer of gift Transferee's name, address, and ZIP 4 Relationshi . of transferor to transferee Schedule a (Fonn 990, 990-52. or 9904*) (20m SCHEDULE Gran ts and Other Assistance to Organizations, (Form 990) OMB No. 1545-0047 Go oev rnments, and Individuals' In the United States. 2017 Comple to if the organization answered ?Yes" on Form 990, Part IV, line 210 r22. Department of the Treasury Attach to Form 990. internal Revenue Service Go to for the latest information. Name of the organization 33 Fund Open to Public Inspection Employer identi?cation number 81-1263832 Part I General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or assistance the grantees' eligibil'ty rthe grants or assistance, and the selection criteria used to award the grants or ass i stance? I No Describe in Part IV the or-anization's oro cued ures for rmonitorino the use of orant funds In the United States. Grants and Other Assistance to Do ome stic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990 Part IV, line 21, for an recipient that received more than $5 000. Part II can be duplicated if addition altis space is needed. 1 Name and address 0' organtzatIon b) EIN IRC section Amount of cash Amount of non- (?be?m?gw a? sal (9) Description of Purpose of grant or government (if applicable) cash assistance ap pr noncash assistance or assistance 1eoo Diagonal St. Ste. 280 Alexandria, VA 22314 2- '21663 327 501C3 200 ?00. General Su??0rt 2 (2) Freedom ngortunity Fund 1030 15th St NW Ste. 182 Washington, DC 20005 81- _11999 95 501C4 (3) America Engage ed 8300 Boone Boulevard Vienna VA 22182 81" 20721162 501C4 (4) General suo-ort General 2229.912(19) (11) J: .I 1 1 2 Enter total number of section 501(c)(3) and government organizattons lIsted in the line 1 table 2 3 Enter total number of other or-anizations listed in the line 1 table scmwo (Form mm For Paperwork Reduction Act Notice, see the Instructions for Form 990. UYA ScheduellFonn 990) (2017) 33 Fund 81-1263832 ~er IV, line 22. Part Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990 Part Part can be duplicated if additional space is needed. Type of grant or assistance Number of Amount of Amount of Method of valuation (book, noncash assistance MV. appraisal, other) Description of noncash assistance Part IV Su . . lemental Information. Provide the information required in Part I, line 2; Part column (b and an other additional information. Receipients are requested to reBort on the use of donated fundsSchedule I (Form (NW) UYA SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ OMB No. 1545.004? (Form 990 Ol? 990-52) Complete to provide information for responses to specch questions on 2 0 1 7 Form 990 or 990-EZ or to provide any information. of the Traasury ?AttaCh to Form 99? or 990-52. intemel Revenue Service Go to wwars.gov/Form990 for the latest information. Name of the organization BB Fund Open to Public Inspection Employer Identification number 81-1263832 For Paperwork Reduction Act Notice, 800 the Instructions for Form 990 or 990-52. WA Schedule 0 (Form no or com) no.2 Schoduh 0 (Form 990 or 990-52) (2017) Name of the organization Employer Identi?cation number BB Fund 81-1263832 Part VI Line 11b . A.cgpy of the return isgprovided to the Organization's to filing -f I -: Part?VI Line 12c At the annua12meeting of the Board of Directors the conflict of interest__ is revieweanuring theyear potential conflicts are reviewed as they arise; Part VI Line 15a or There are no paid officers of the Organization this does not apply. Part?VI Line 18 The organization makes these forms available for public inspection upon request in accordance with IRS requirements. f1 Part VI Line 19 The Organization does not make these:materials available to the public. Part IX Line Public relations 8 consul Total expenses - Program service expenses - INA SCHEDULE mamas?ma (Form 990) Related Organlzatlons and Unrelated Partnerships Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b. 36, or 37. 201 7 Department olthe Treasury Attach to Form 990- lntemal Revenue Service Go to . ov/Form990 for instructions and the latest information. Inspection Name of the organizanon Employer identi?cation number 83 Fund 81-1263832 Identification of Disregarded Entities.Complete if the organization answered "Yes" on Form 990, Part IV, line 33. Open to Public (0 Name, address, and IN (if applicable) of disregarded entity Primary activity Legal domicile (state Total income End-ot-year assets Direct controlling or foreign country) entity JL .1512. (5) (6) Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related tax?exem-t oroanizations durin- the tax ear. 9 . . Di controllin Section 512(b)(13) - - activi Le al domrcule (state Exempt Code section Public charity status rec . 9 Name, address, and EIN of related organization Primary orgforeign country) (if section 501(c)(3)) entity ?ags?! Yes No (1) Freedom and Opportunity Fund 1030 15th Ste 182 El Washlnoton DC (2) #200051 81-1199959 1 .19) 4 (5) .031 I (7) For Paperwork Reduction Act Notice, see the Instructions for Form 990. urn Schedule (Form 990) 2017 ScheduleR(Form990) 2017 33 Fund 81-1263832 page: part Identi?cation of Related Organizations. Taxable as a Partnership.Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because rt had one or more related or-anlzations treated as a oartnershi . durino the tax year. (8) lb) (6) (6), Name, address, and EN of Primary activity Legal Direct controlling Predominant related organization domicile entity income (related, (state or unrelated, foreign eXC'Uded from tax under country) sections 512-514) (0 Share of total (9) Share of end-of- Disproportionate year assets allocations? ll) 00 Code - UBI General or Percentage amount in box 20 managing ownership of Schedule K-1 (Form 1065(7) Identi?cation of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related oroanizations treated as a corooratlon or trust dunno the tax ear. (C) (fl hare of total or amzatron anary Legal Direct controlling Type of entity 3 . Name, address, and BM of rela ed 9 (state or foreign country) (Coorp,Soorp,ortrust) income Percentage Seclim512(b)(t3) controlled em . (5) L5 Schedule (Faun 990) 2017 mm ScheduleR(Form 990)2o17 BH Fund 81 1263832 - P..- 3 Transactions With Related 0rganizations.Complete if the organization answered "Yes" on Form 990. Part IV, line 34, 35b, or 36. Note: Complete line 1 if any entity is listed in Parts II, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts ll-IV? Receipt of interest, (ii) annuities, royalties, or (iv) rent from a controlled entity Gift, grant, or capital contribution to related organization(Gift. grant, orcapital contribution from related organization(sLoans or loan guarantees to or for related organization(s) . . Loans or loan guarantees by related organization(s) on coo rx Dividends from related organization(sLease of facilities, equipment, or other assets to related organization(Leaseoffacllities, equipment, orother assetsfrom related organization(sPerformance of services or membership or fundraising solicitations for related organization(s). Performance of services or membership or fundraising solicitations by related organization(s) . Sharing of facilities, equipment, mailing lists, or other assets with related organization(s). . . . 0 Sharing of paid employees with related organization(sthe answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationshi-s and transaction thresholds. (6) Name of related organization Transactio? Amount involved Method of determining amount involved . type as Freedom and Opportunity Fund 400,000 Cash on Schedule (Form 990) 2-01: ScheduloR(Forrn 990) 2017 BB Fund 81-1263832 4 Part VI Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than ?ve percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (I) Name. address, and of entity (1) (2) (3) s09 (5) so (6) (7) (3) (9) 110) (11L 512) 1 (15! i (16! A UYA Share of end-of?year Predominant income (related, unrelated, excluded 501(c)(3) from tax under sections 512-514) Primary activity Legal domicile (state or foreign amount in box 20 of Schedule K-l 0 --II Sd?ledule (Form 990) 2017 ScheduloR(Forrn 990) 2017 BB Fund 81-1263832 4 Part VI Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than ?ve percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (I) Name. address, and of entity (1) (2) (3) s09 (5) so (6) (7) (3) (9) 110) (11L 512) 1 (15! i (16! A UYA Share of end-of?year Predominant income (related, unrelated, excluded 501(c)(3) from tax under sections 512-514) Primary activity Legal domicile (state or foreign amount in box 20 of Schedule K-l 0 --II Sd?ledule (Form 990) 2017 SchoduloR(Fonn 090)2017 BH Fund part Supplemen?gl Information. 81-1263832 "9?5 Prowde additional information for reSoonses to ouestions on Schedule See instructions v???me Ich?oduh (Pom :01?