Page I of49 ÐLt¿i ' of Organlzation Exempt From'lncome' Tax ño. undêr sectlorì 5{}1(cJ, 527' o1 4947(ðxr) oÍ the tr¡renral Revenr¡a code {*xcept prrvate foündÈtions) Þ Do not ÊntÉr soc¡al security numbers on this form as j . Þ Information about Fbrm 990 ånd lts Tnstñjcllons ls at oa -29t7 lì -2Ð!7 t GOLDWATER ¡NSTITUTE FOR P{, SLIC POTICY RËSEARCil E.ARN,Y Enrployer idenlilìcaüan ¡¡unrbe¡ 86-O597551 a9 INSTITUIE Ët E Amended retum 500 EASf n Applist¡on E to ROÀD Tdâplìone ñumber 452-5000 üf to$m, PHOEN¡X, AZ or ot- SsO041543 G Gross raceipts $ 6,7?5.7e4 H(al J Tàx-exemDt ' stàt6: ffi vt sot(cx3) L,¡ s01(c) ( ) j.,344¡174 Otherexpenses {partIX, colurnn (A), ìjnes I1ð-11d, 11f-24e) f3-17 (murt equal pãrt IX, cotumn (A), l¡ne 25) 2,189,A27 _ 1B Total Êxp¿nses. Add ¡lnes 19 Reyenue less expenses. subträct líne 1g firim line 12 233,721 h aÞ (Eee tnstructiom) DAILY TN COURTS, IEGISLATUREA, AND COMMUNITIE-5 TO DEFENO AND IN OF THE STATES AND AI-L 4 Number of indepeîdÊnt voting members of the govemtng body (part VI, l¡rìe }b) 5 Totsl.number.of indlv¡duals employed ¡n cãlendar yeâr zglT (påft v; Ilnè 2a) . 6 Total nurnber of vofunteers {estimãte ¡f necessary) , . 17 LJ yes L-hto eroup exÉmption numb€r ? check this box Þ Ü ¡f the organizatlon dfscont¡nued itâ op€rõt¡ons or dlsposed cf morå than 2soÁ of ifs net 3 Nümber ofvoting me¡nbers ot the goveiûtng body (partVi, l¡ne rä) , , b Üy"* Ulto act¡vit¡ês: w ú ? ê tlts sùbordin¿tes? all subordinates Hfbì ' . Are ¡ncluded? WWW.GALDWATERINSTITUTE.ORG K Fom uf organÌzatonl rs Yeåf 20 Total ôssets (Pôrt 21 Tóral lrðb¡lities (pårt 22 Net ðssets ûr x. ¡ìne 16) x, line 26) s,918.242 . lurd balaffes, Subtr8ct line 2l from llnÊ 20 https ://eup.eps. irs. gov/rirefln dprrUsdi/proxy/printsub 6,381,231 983,?30 4,934,97? 5,?32,339 t2¡Í8/2A18' Page 2 of49 Under penatt¡ès af pÉDury, I declarÊ thåt I hav€ ÊTämîo-ed this retuftl, ¡ncl$dlng âccompanylng schedules ar d statdnênts, and to th€ b€sl of my knowlËdge and bellef, it ¡s true, cotrect, änd cernpletÈ. DèdarätÌon of prepärcr (Þther th€ñ offlcer) is based on aÌl informatlon of whTch Þre?ûrerihas þ*r.** ãigt Hçr* rÐ a-1ü-19 rñrÊ trs'rsnàtureof Lvrcron ff, Paid Preparer Use Ðnly Ðâtê *ro,* o*Àro***o o*.rro=*¡.ro fføa ø øint lam ànd't¡tt¿ Pllnv ry9e prepåfss namç Prèpàrw 3 slgnàrufe A}IY A O.LOIJG¡,II.IN ÃMY A O'IOUGI{LfN Firm's narn€ > CBIZ ttHM LLC Fïrm's add¡es Þ {723 N 24TH PHOE{IX, sr srE uàt€ 2018-:0-29 cf,=.* E ¡r calf,omnr¡wod Fînnb Ett'l 3oo > PO0869ù97 34-1,8A4725 PhonÊ no, (602) ?64-6835 AZ 45016 the preparer shown above? (see lnstrurÌlons) For Paperwork Reduction Act l{ot¡ce, see the sepärätß ¡nstruct¡ÐDs. Elv.* F May the IRS dlscrtss lhls rêlurrì w¡th htlps :#eup"eps-irs, gov/meflrrdprdlsdi/proxy/printSub Cat No- 1124?Y Form xo 990 (2017) 12118120ï8 . Page 3 Form 990 (2017) PäTt ITT. Check if Schedule O contains a 1 ' Page Statement of Progr'am Service Accomplishments or note to line in this Part a of49 2 III Briefly describe the organization's mission THROUGH RESEARCH, INVESTIGATIONS, STRATEGIC LITIGATION, TESTIMONY, ADVOCACY,'AND EDUCATION, THE GoLDWATER ]NSTITUTE ADVANCES PUBLIC POLICY AND A RULE OF LAW UNDER WHICH INDIVIDUALS CN¡I SHNPT THEIR oWN DESTIÑIEs AS FREE MEN AND Wo¡4EN. WE U.NDERSTAND AND...rHRouGH RESEARCH, rNVESrrcArroNs, srRArEGrc LrrrcATroN^.rEsnrvoruv, novõcA¿i, Àñ-D ÈéuðÂroru, !. !P_c_IrlaENS THE GOLDWATER INSTITUTt ADVANCES PUBLIC þOLICY AND A RULE OF LAW UNDER WHICH INDIVIDUALS CAN SHAPE THEIR oWN DESTINIEs AS FREE MEN AND WOMEN. WE HELP CITIZENS UNDERSTAND AND ADOPT POLICIES THAT SUSTAIN AND RESTORE ECONOMIC LIBERTY, EDUCATIONAL FREEDOM, PERSONAL RESPONS]B]LITY, AND CONSTITUTIONAL LIMITS ON GOVERNMENT POWER CONSTSTENT WITH THE FOUNDING PRINCIPLES OF OUR CONSTITUTIONAL REPUBL]C. WHEN GOVERNMENT OVERSTEPS ITS PROPER BOUNDS, THE GOLDWATER ]NST]TUTE USES PUBLIC INTEREST LITIGATION TO ENFORCE INDIVIDUAL RIGHTS AND CONSTRA]NTS ON GOVERNMENT POWER GUARANTEED BY OUR STATE AND FEDERAL CONSTTTIITIÔNC 2 Did the organization undertake any significant program serv¡ces during the year which were not listed on the prior Form 990 or 990-EZ? . . If "Yes," describe these new services on Schedule 3 IJv.". M¡¡o O, Did the organizat¡on cease conducting, or make signif¡cant changes in how i[ conducts, any program services? . [y"" , If "Yes," descr¡be these changes on Schedule Mno O. 4 Describe the organization's program service accomplishments lor 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 giants anã allocations to others, the totãl expen."s, and revenue, if any, for each program serv¡ce reported. 4a (Code ) (Expenses 7,371,22O $ including qrants of g ) (Revenue $ POLICY ANALYSIS, RESEARCH AND EDI.JCATION, EXTERNAL AFFA¡RS: THE GOLDWATER INSTITUTE CONDUCTS SCHOLARLY RESEARCH AND IN-DEpTH ANALYSIS OF STATE-LEVEL PUBLIC POLICY ISSUES AND COMPIUNICATES THAT RESEARCH TO THE PUBLIC. OUR PRIMARY AREAS OF RESEARCH INCLUDE CONSTITUTIONAL LAW, EDUCATION REFORM, AND HEALTHCARE POLICY. IN 2077,WE DELIVERED 70 PUBLIC SPEECHES, DISTRIBUTED 12 POLICY REPORTS, AND TESTIFIED REGULARLY BEFORE LEGISLATIVE COMMITTEES. IN 2017, COI.JRTS AND STATE LEGISLATURES IMPLEMENTED 24 REFORMS INSPIRED BY GOLDWATER INSTITUTE WORK. THESE INCLUDE THE ADOPTION oF THE RIGHT TO TRY ACT BY 6 STATES; NORTH CAROLINA'S ENACTMENT OF EDUCATION SAVINGS ACCOUNTS (THE SIXTH STATE TO OFFER THIS SCHOOL CHOICE MEASURE, IYODELED AFTER ORIGINAL GOLDWATER INSTITUTE WORK); AND ARIZONA'S UNANIMOUS APPROVAL OF THE FREE SPEECH IN MEDICINE ACT, WHICH PROTECTS THE RIGHT OF PHARMACEUTICAL COMPANIES TO SHARE TRUTHFUL INFORMATION ABOUT LAWFUL, OFF-LABEL TREATMENTS WITH DOCTORS, EXPANDING DOCTORS'TREATMENT ARSENALS AND BRINGING POTENTIAL TREATMENTS TO PATIENTS FASIER. THIS WORK WAS SUPPORTED IN PART THROUGH OUR RONALD REAGAN FELLOWS PROGRAM, WHICH DEVELOPS YOUNG TALENT BY TEACHING AND EMPLOYING 25 INTERNS AND LAW CLERKS, 4b (code: ) (Expenses 1,592,055 g ¡nclud¡ng grants of g ) (Revenue $ PUBLIC INTEREST LITIGATION: THE GOLDWATER INSTITUTE LITIGATES CONSTITUTIONAL ISSUES OF CONCERN TO THE PUBLIC, PARTICULARLY UNDER THE STATE CONSTITUTIONS, ON BEHALF OF AIIER¡CANS WHO WOULD NOT BE IN A POSITION TO DEFEND AGAINSTTHE HEAVY HAND OF GOVERNMENT WITHOUT ASSISTANCE OR EXPERTISE. WE DEFEND TAXPAYER AND PROPERTY RIGHTS, FREE SPEECH AND FREE ENTERPRISE, AND EDUCATIONAL CHOICE. WE ENFORCE CONSTITUTIONAL LIMITS ON GOVERNMENT POWER. OUR CASES SEEK TO SET BROAD LEGAL PRECEDENTS TO PROTECT THE FREEDOMS OF OUR CLIENTS AND ALL AMERICANS. THE GOLDWATER INSTITUTE ALSO.MANAGES A SUCCESSFUL ''LITIGATION BY LETTERHEAD'EFFORT, WHERE WE INDUCE GOVERNMENTTO CEASE UNLAWFUL AcrIoNs BY PRoviDING THEM wlrH INFoRMATIoN BY LETTER, wlrHour HAVING To Go ro couRT. IN 2017, THE G9LDWATER rNsr¡TUTE's AcrrvE CASELOAD AVERAGED 20, AND WE ADVANCED CUTTING-EDGE LEGAL SCHOLARSHIP IN THE COURTS BY FILING 10 AMICUS CI,JRIAE BRIEFS. 4c' (Code: ) (Expenses $ 1,055,748 ' lnchding:grants qf g ) (Revenue g COT4MUNICATIONS: IN 2017, THE GOLDWATER INSTITUTE AGAIN RAISED THE STANDARD FOR EDUCATING THE PUBLIC ABOUT POLICIES THAT DEFEND AND STRENGTHEN THE FREEDO¡4S GUARANTEED TO ALL AMERICANS BY THE FEDERAL AND 50 STATE CONSTITUTIONS. THE INSTITUTE'S TOP LEGAL AND POLICY WORK WAS MENTIONED ¡4ORE THAN 7,OOO TIMES IN PRINT, RADIO, TELEVISION, AND ELECTRONIC PUBLICATIONS, INCLUDING TOP.IIER OUTLETS: FOX BUSINESS, FOX NEWS, BLOOMBERG NEWS, WASHINGTON POST, C-SPAN, AND THE WEEKLY STANDARD. ADDITIONALLY, INSTITUTE AUTHORS PUBLISHED 17 OP EDS AND 3 LETTERS TO IHE EDITOR,THE INSTITUTE'S ONLINE PRESENCE GREW SUBSTANTIALLY IN 2017, THE INSTITUTE LAUNCHED A NEW PRIMARY WEBSITE, GOLDWATERINSTITUTE.ORG, WHICH ATTRACTED 99,249 VISITORS AND 334,592 PAGE VIEWS, ON SOCIAL MEDIA, OUR VIDEOS GARNERED B,O2O VIEWS ON YouruBE, ouR Posrs RECEIVED 17,873 LIKES" oN FAcEBooK, AND ouR CoNTENT NETTED ovER 2 MILLIoN r¡¡pi¡ssrol,ls (THE NUMBER oF TrMEs rNsrtrurE TWEETS SHOWED UP IN USERS,STREAMS) ON TWITTER.DURING 2017, THE INSTITUTE RELEASED 12 PoLIcY RESEARCH REPòRTS; THE INSIITUTE,s ANNUAL REPORT; AND ELECTRONIC NEWSLETTERS, INCLUDING THE "WEEK IN REVIEW,'WHICH CATALOGUES THE INSTITUTE'S MOST IMPACTFUL WORK FROM THE PREVIOUS WEEK, 4d Other program services (Describe in Schedule O,) (Expenses Total $ ¡ncluding grants of g servtce fr ) (Revenue g 023 Form 99O (201 https ://eup.eps. irs. gov/mef/rr.dpl'd/sdi/proxy/printSub 12/18/2018 Page 4 of 49 ' Form 990 (2017), Page 3 IV Yes' I Is the organi_zgEion described in section 501(c)(3) ot 4947(a)(l) (other than a private foundation)? If "Yes," complete . i .. Schedute n.M .. 2 Iithe organizåtion required to complete scnà¿ute B, sche¿Lr- of.contiibutors (åeé instruction's).2 €' . 3 Did the organizatioh engale in d¡rect or ind¡recÈ political campaigri activities on behal.f of or in oppd'sitiorito for publiè office? If "Yes," complete Schedule C, Part I9) 4 Sect¡on 501(c)(3) organízations, 1' 2 Yes candidates Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the lax year? "Yes," complete Schedule C, Part II *J . Is the organizat¡on a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that rece¡ves membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? ff "Yes," complete Schedule C, Part 1ilffi If 5 No Yes No 3 4 Yes No 5 6 Did the organization mainlain 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? ff "Yes,' complete Schedule D, Paft I ffi 6 7 Did the organization receive or hold a conservation easement, includ¡ng easements to preserve open space, the environment, hislor¡c land areas, or historic structures? If'Yes,' complete Schedule D, Part IIW 7 No I No 9 No I 9 10 Did the organizalion maintain collections of works of art, hîstorical treasures, or other similar assets? :. "Yes," complete Schedule D, Pa¡t III ffi Did the organization report an amount in Part X, line 21 for escrow or custodial account l¡ab¡lity; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?¡f "Yes," complete Schedule D, Part IVffi If Did the organization, d¡rectly or through a related organization, hold assets ¡n tempora rilv restricted endowments, permanent endowments, or quasi-endowments? If "Yes, " complete Schedule D, Part V # 11 Il the organization's 10 No Yes answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, or X as applicable. a Did the organ¡zation report an amount for land, buildings, and equipment in Part X, line 10? 11a "Yes," complete Schedule D, Part VI &) Did the organization report an amount for investments-olher secur¡ties in Part X, line 12 that is 5olo or more of ¡ts total assets reported in Part X, line 16? If "Yes," complete Schedute D, Part Vil ffi . 1lb Did the organization report an amount for investments-proqram related in Part X, line 13 that ¡s 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIil ffi . l1c If b c d Didtheorganizationreportanamountforotherassetsin-PartX,linel5thatis5o/oormoreofitstotalassetsreported in Part X, line 16? If "Yes," complete Schedute D, Part IXffi . e Did the organization report an amount for other liabil¡ties in Part X, line 25? If "Yes," complete Schedute D, Part Xffi f Did th.e organization's separate or consolidated financial statements for the [ax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? 124 "Yes," complete Schedule D, part X Did the organization obtain separate, ¡ndependenteudited financial statements for the tax year? If''Yes,"comptéteScheduteD,PaftsxlandxIl b If ffi '. .. ,. Yes No No No 11d 11e Yes 11f Yes 12a No 13 Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organizat¡on answered "No" to l¡ne 12a, then complet¡ng Schedule D, Parts XI and XII ¡s opt¡onat Is the organization a school described ln seclion 170(b)(1)(A)(ii)? If "Yes," complete Schedute E 13 No 144 D¡d the organizat¡on maintain an office, employees, or agents outside of the United States? t4à No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak¡ng, fundraising, business, investment, and program service activ¡ties outside the United States, or aggregate foreign investmen[s valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV b 12b Yes 14b No 15 Did the organization report on Part IX, column (A), l¡ne 3, more than g5,000 of grants or other assistance to or for any foreign organizalion? If "Yes," complete Schedule F, Parts II and IV 15 No 16 Did the organization report on Part IX, column (A), line 3, more than g5,000 of aggregate grants or other assistance to or for foreign individuals? If "Yes," complete Schedule í Parts ilI and IV . 16 No L7 18 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 IIe? If "Yes," complete Schedule G, Part I (see instructions) W) Did the organization report more than $15,000 total of fundraising event gross income and contributions on part VIII lines.l,c and &a? If "Yer" îomþlete.Schedule G, Part il . oid the órqahization reþort more than çf S,Odo of 'sross u".. samins activ¡rier."¡ tin.e 9a? rf "yes,,. complete Schedule Part IIL :.r:utt:, Ë 19 '"iln: t7 Yes 18 Yes 19 No Form 990 (2017) https ://eup. eps. irs. gov/m eflrrdprd/sd i/proxy/printSub '12118120t8 Page 5 'Form 990 (2017) Fait IV , Page 4- Checklist of.Regu¡ red Schedules 2oa Didtheorganizationoperate,oneormorehospital facilities?If,,yes,,,completescheduteH. b If "Yes" to line 20a, did the organization attach a copy of its áudited financial statements to this 2t Ye's 2Oa return? 23 completeschedulel 24a .' : . . No No 2L 22 -.' gt 23 No Yes Did the organizat¡on have a tax-exempt bond issue w¡th an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 37, 2oo2? tf ívZs,;{rsw"r l¡nes 24b through 24d and ,'No,,,go complete Schedule b . K If to line 25a No ?oh Did the organization reÞort more, than $s,!o!.9r grants or other asslstance to any dorireslic'organization or domestic government on Part IX, column (A), line I? If ,,yes,,,complete Schèdule I, parts í and tI , Did the organizat¡on reÞort more than $5,000 of grants or other assistance to or for domestic ¡ndividuals on part IX, column (A), line 2? If "Yes,,,complete Schedute t, Carts t and III . Did the organization answer "Yes" lo Part vlI, Section A, line 3, 4, or 5 about compensation of the organization.s current and former officers, directors, trustees, key employees, and highest compänsated employeesã If',yes,,, 22 of49 , No 24a Did the organ¡zation invest any proceeds of tax-exempt bonds beyond a temporary period exception? , 24b C Did the organization maintain an escrow account other than a refunding escrow at any time during lhe year to deiease any tax-exempt bonds? . d D¡d the organizat¡on act as an "on behalf 25a of" issuer for bonds outstanding at any time during the year? sol(c)(3), so1(c)(a), and so1(c)(2s) :g:!i"n Did the.organization 24c , 24d orsanizations. engage in an excess beneiit tiansãction with a disqualified person during the year? complete Schedule L, Part L If,yes," b Is the organizat¡on aware that it engaged in an excess benefit Eransaction with a d¡squalified person in a prior year, and that the transaction has not been reportea on any of the organization's pr¡or Forms 990 or 990-EZ? ff "Yes," complete Schedule L, part I 26 27 Did the former If "Yes, àny amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or ustees, key employees, highest compensated employees, or disqualified p"rr'oniZ - - - L part 25a No 25b No 26 II Did.the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee membér, or to á :5o¿ controtteo àntíty ór ramity Àåmu", of any of these persons? If ',yes,,, complete Schedute L, part nI . . No 27 No 28d No 28b No 28c No 28 was the organization a party to a business transaction w¡th one of the following parties (see schedule L, part IV -¡nstructions for applicable filing thresholds, conditions, and except¡ons), ' ' a A current or l'ormer officer, director, trustee, or key emproyee? If ,'yes,,,complete schedute Patt o c 29 30 IV L, . îr*l"umemberofacurren[orFormerofficer,director,trustee,orkeyemp.loyee?If"yes,"completeScheduteL,part An entity of which'a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, rrustee, or direct or indirect owner? ri j'yes, " compteîe s¿hedute'L, pàrt IV' . D¡d the organizêtion receive more than $25(00o in non-cash contr¡butions? W lf "yes," complete schedule M Did the organ¡zation receive contributions o¡ art, historical treasures, or other similar assets, or qualified conservation contributions?If"Yes,"completeScheduleM , , , ,'Ëd 29 Yes 30 No 31 No 32 No 31 Did the orqan¡zation l¡quidate, terminate, or dissolve and cease operations? 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, part II 33 Did the organization own 100o/o of an entity disregarded as separate from the organizat¡on under Regulations sections 3OL.77O -2 and 301.7701-3? If.,,yes," complete Schedute R, part I 34 33 was the organization related to any tax-exempI or taxable entity? .¡f "yes," complete Schedule R, part Part V, l¡ne 7 . 34 No 35a p¡¿ the organizat¡on have a controlled entity within the meaning of section 512(b)(13)? 35a No If'Yes' to line 35a, did the.organization receive any payment from or engage in any transaction with a controlled entity -part within the meaning 35b b If "yes," comptete schedule N, part I ffi II, il1, or IV, and ffi of sect¡on s12(b)(13)? If 'yes,; comprete schedule i, v, line 2 36 section 501(c)(3) organ¡zat¡ons' D¡d the orgaQ¡zation m¿ke a-ny transfers to an exempt non-charilable related .., organizatioh? If 'Yes,,!'completg Schedute R, part V, tine.2 '. , ' 'j i . tiË 37 3a Did theorganizatioñ conduct more than 5% of its activiiiesthrbugh an entityïhaf is nqt a related organization anð'th is treated as a partnership for federal ¡ncome tax purposes? If ',yes,,'complete schedule R, partvl M Did_the organization complete schedule o and provide explanations in schedule o for pa rt VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. Yes 36 No 37 No 38 Yes Form 99O (2017) https ://eup.eps. irs.gov/m eflrrdprd/sdi/proxy/prinrSub 12118/2018 Page 6 of 49 Form 990 (2017) Part V Page Statements Regarding Other.IRS Filings"and Tax Compliance, chetk if Schedule o contains a nse or note to a line in this Pait v :fl . Yes 1a b ê 2a Enter the nuinber reported in tsox 3 of Form 109.6 Eriter -O- if not Enter the number of Forms W-2G inclúded ín applicable . l¡nå'fa.¡nt", -O- ¡f not applicable 1a ï5 1b 0 Did the organization comply with backup withholding rules for repbrtable payments to'vendors and reportable gaming (gamblinq) w¡nnings to prize winnersi . 1c Yes 2b Yes No Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending w¡th or within the year covered by this return 2à b If at least one is reported on line 2a, did the organization file all required 3a 5 federal employment tax returns? Note.If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instruct¡ons) Did the organization have unrelated business gross income of $1,000 or more during the year? . 3a b If"Yes,"hasitfiledaForm990-Tforthisyear?lf"No"tol¡ne3b,provideanexplanationinScheduleO, No 3b 4a At any time during the calendar year, did the organizat¡on have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . 4a No . 5a No transaction? 5b No b, .Ii."Yes," entef the ngme of the foreign country See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time dur¡ng the tax year? . b D¡d any taxable party nolify the organ¡zation that it was or is a party to a prohibited tax shelter c If "Yes," to line 5a or 5b, did the organiza[ion file Form 8886-T? . . 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? , . 6a No If "Yes," did the organization include with every solic¡tation an express statement that such contributions or gifts were not tax deductible? b 7 a 6b Organizat¡ons that may receive deductible contr¡but¡ons under sect¡on 17O(c). Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and provided to the payor? b If "Yes," did the organization notify lhe donor of the value of the goods or services provided? , c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to tile Fotm 8282? . . d If "Yes," indicate the number of Forms 8282 l'iled during the year 7d 7a Yes 7b Yes 7c No 7e No 7i No e Did the organization rece¡ve any funds, directly or indirectly, to pay premiums on a personal benefit contract? î Did the organization, during the year, pay premiums, directly or ¡ndirectly,.on a personal benefit contract? . s If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? , . If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a h 7g Form 1098-C? 8 7h Sponsoring organizations maintaining donor advised funds, Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the 9a b year? . . 8 D¡d the sponsoring organization make any taxable distributions under section 4966? 9a . Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9b Section 501(c)(7) organ¡zat¡ons, Enter: 10 a In¡tiation fees and capital contribut¡ons included on Part VIII, line b Gross receipts, included on Form 990, Part lOa 1Z VIII, line 12, for public use of club facilities 10b Section 5O1(c)(12) organizat¡ons, Enter: 11 a 'Gross income from members or shareholders , , .b Grossincome f.rom other sources (Do not ne! amciunt! due or pa¡d t 9 3 Dîd the organ¡zåtlon líst åny fornìer officer, dir€clor or trustee, key ernployee. llnè La? If "Yet": îþmp¡ete Sdtedule I for such individual . 4 For ¿ny îndividual flsted on l¡ûe 14, is the sum of reportable compensation and other compensat¡ûn from lhe organization and related organlzatlons greater ïhan $15O,0O0? ft "Yes," complete Schedute ) for such indiv¡dual , . 5 Ðld 8ny person listed on linÊ 1a re{eivè or accrue cornpensation from any unrelated orga¡lzâtion or ¡ndlviduål for services f€rdêrêd to the organlzãtion?ff "Yes." complete Schedule I Íor such persÕn , l{o Yes . or highe:t compeíìsated employee on 3 4 No YeE 5 No Sectiorr 3. 1 complete th¡s table for your from the cûrnpÊnåation (B) N¡rn:p and h¡oíness ¿ddress 2 fotal numberof fl¡m contractorg tû but not l¡mlted Ìo those lìsted èbove) Dasci'iptiro of {cl aarvirg rece¡ved more than $100,OOO Form htþs ://eup"eps.ils. gpv/meflrrdprrl/sdilproxy/prìntSub 9go t211812018 Page 13 Form 99O (2017) of49 9 Statelnent of Reve¡rue. [J campaigns b MÊmbershtp dues . 1à . Ib . ç Fundrs¡slng events . d Related arganlzâtlonç 2! 1c 1d (-? e Grvërnment g€nts (contributionsJ tâ- f Ãll other c.ntributioN, gîfts, qràols" and símil¿r arnounts nst iflcluded 3 '4r g Þ } L3 1e aborye 1f Nsncash mntribulîons included in lines 1a-1f:$ Iz7,agg :fotal"Add llÐes ta-lf > Çær,ssr Buslness *D ê I {g É Ir {5 E w gr d € f All other program sâ]vi€e revenue . gTotàl,Add lln€s za-Zf . Þ I Invërtilént income (¡ncluding divdends, lnt€r€st, and other similar arnounts) . b r¡ lncome from lnvestment of tðx-ex€mpt bond proceeds Ð" SRoyalties . . . 1û3,r1r 1t3,111 t (1i) Personal 6ð Grosg rents t Rentaï ¡ncol11è or d Net rental lncome or (ass) (loss) . > (i) SÊcurtties 23C,SL9 9,å87 239,919 6,739 -3,352 c d Net gafn or (loss) . . -3,35? B¿ Gross ífi{lome from fundrãising events (not including $ rs3,97? of cÕntribut¡ons Ìeported on lifie 1c). See Psft IV, l¡ne 1A . , a 105,796 LLess;.dlrectèxp€nses ¡ t) c Net trúorie dr (tôss) rrom runbrålsìng 6A.431. 37,363 9a Gfoss ltìcome from gÐming activlties. 5eè Part IV, llne 19 ã b I ess: direct €xpenses b c Net ln€ome or (loss) from gam¡ng ac$vltieß Þ sales of ¡nvÊntory, l€ss r€Turns and allowances bl ens; ç¡s[ ofgoodrsold . . c l¿et ln€omê or (loss) fiom sales of inVentory . þ https ://eup.eps.irs. gov/mel7n il 15 Public supporb percentage for 2016 Schedule A, Part II, line 14 . 16v33 r¡zo/o support test-2o1 7' If the organ¡zation did not check the box on line 13, and line 14 is 33 1ßo/o or more, check this box and stop here. The organization qualif¡es as a publicly supported organization . . .Þ b 33 t¡to/o support test-2016, If lhe organization did nol check a box on line 13 or 16a, and line 15 is 33 l\o/o or more, check this boxandstophere.Theorganizationqualifiesasapubl¡clysupportedorgan¡zation Vo M , . . . . . >n L7a lOolo-facts-and-c¡rcumstances test-2017. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test, The organizalion qualifies as a þublicly supported organ¡zation b 1Oolo-facts-and-circumstances test-2O16, If the organ¡zation did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10o/o or more, and ifthe organization meets lhe "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organizat¡on meets the "facts-and-circumstances" test, The organ¡zat¡on qualifies as a publicly supportedorganization 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, ITat or 176, check th¡s box and see instructions . . , Þn . . . Þn . , . >[: Schedule A (Form 99O or 990-EZ) 2017 https://eup.eps. irs.gov/m eflrrdprd/sdi/proxy/printSub 1211812018 Page2l of49 Schedule A (Form 990 ot 99O-EZ) 2OI7 1 2 3 4 5 6 7a b c 8 Page 3 . III Sched ule for Organizations Described in Sectión..5o9(a)(2) (Gomplete only if you checked thè box on line 10 of Part I or ¡f the organization f¿iiled to qualify u4der Part II If the organization fails to.qualify under the tests listed below, please complete Part IL) . on A. lc yea¡ (a) 2Ô13 (b) 2or4 (c) 2015 : (d) 2016 (e) 2017 (f) Total (or fiscal year belinning in) Þ Pärt Gifts, grants, contributions, and membership fees received, (Do not include any "unusual grants."). Gross receipts from admissions, merchandise sold or services performed, or fac¡lities furnished in any act¡v¡ty that is related to the organization's tax-exempt purpose Gross receipts from activities that are not an unrelaled trade or business under section 513 . Tax revenues levied for the organization's benefit and either paid to or expended on its behalf, The value of services or facilities furnished by a governmental unit to the organization without charge Total, Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualilied persons Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1olo of the amount on line 13 for the year. Add lines 7a and 7b. (Subtract lìne 7c Public sup m lin B. Total Support (or fiscal year 9 lOa b c 11 12 13 14 (b) 2ot4 (c) 2015 (d) 2016 (e) 2017 (f) Total . L975. Add lines 10a and 10b. Net income from unrelated bus¡ness activities not included in line 10b, whether or not the business ¡s regularly carried on, Other income, Do not include gain or loss from the sale of capi[al assets (Expla¡n ¡n Part VI.) . Total support. (Add l¡nes 9, 10c, 11, and 12.). First five years, If the Form 990 is for Section 15 (a) 2013 Þ Amounts from line 6. Gross income from interest, dividends, payments received on securities loans, rents, royalties and income trom similar sources. Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, check this box and 16 ning in) here. . C c support percentage Pu 2017 . second, third, fourth, or fifth tax year as a section e orgà (3) orqanization, Þfl , rt c 8, Perce n (f) Public support percentage from 2016 Schedule A, Part III, e by line 13, column line 15 15 16 D. of Investment Income ine 13, L7 Investment income percentage for 2Ot7 (line 10c, column n (Ð) T7 1B Investment income percentage from 2O16 Schedule A, Part I1l, l¡ne 17 18 19a 331/39y'0 support tests-2O17, If the organization d¡d nol check the box on line 14, and line 15 is more than 33 !to/o, and line 17 is not moretha.n33yso/orcheckthisboxa.ndstophere.Theorganjzationqualifiesasapubl[cly.supportedorganization. .,. . ,Þn 6 33rJ¡õ/tsupporttests-Z016. IÌthè.organizatiôndidnötcheckabþxonline.14or.líne1Qá,.andlinel6ismorethårij3v¡o/oandlinetSis' not more than 33 y:Yo, check ili¡s box Enå stop here. The organizat¡on qualifies as á publicly supporied organizatîon . . . :.ir'tr 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . , Þ [] Schedule A (Form 990 or 990-EZ) 2017 https://eup.eps. irs.gov/mef/rrdprd/sd i/proxy/printSub 1211812018 Page22 of 49 Schedule A (Form 990 or 990-EZ) 2Ot7 Pait IV . Page Sup port¡ ng Organ¡zat¡ons 4 (Compleie only'if yod checked a box on l¡ne 12 ot Part I. Il you checked 12a ol'Part I, complete Sèctions'A ånd B, If you checked 12b oi Part I, complete.Seclions A and C, If checked 12c of Part I, compl ete Sections A, D, and E. If you checked 12d of Part I, complete and Pâ nA. '1 Su Are all of the orqanization's "No," descr¡be ¡n Paft vf describe the designation If If Yes btionship, expla-in 2 Did the organization have any supported organ¡zalion that does not have an IRS determination of status under sect¡on 509 (a)(1) or (/)? r! "les," exptain in eart vr hów the ors;;ri;ut;;;;t"r.ii"ä'Åä nZ'i'upportea orsanizat¡on was described in sect¡on 509(a)(1) or (2) 3a D¡d the organization have a supported organization described ¡n sect¡on b c 4a 2 Did the organization ensure that all supporl to such organizations was used exclusively for section 170(c)(2)(B) purposes? "Yes,' explain ¡n part vr what contiors the organizaíio,n put ¡n prace to ensure such use, wasanysupportedorganizationnotorganizedintheunitedétates("roreignsupporledorganization")? I, answer ¡b) and (c) betow 3b izations during the names and ch such action; how the act¡on 4a 4b 4c b) and 5a u only' was b Type c subst¡tut¡ons only. was the subdtitution the result of an event beyond the organ¡zation,s control? 9I Type 3c ff,,yes,,andifyou Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported 'on had such control and discretion despite Eeing controlted or 5a any added or substituted supported organization part of a class already designated ¡ ¡n the organization's organizing document? 5b 5C 6 the provision of services or fac¡lit¡es) to anyone oth charitable class benefited by one or more of its or benefit one or more of the filing Tsupport 7 Did the organization provide a.grant, loan, compensation, or other similar paymeni to a substantial contr¡butor (defined in sect¡on 4958(c)(3)(c)), a family member ol'a substantial contributor, or a'¡5o¿ .ont.¡"¿ ent¡tv wit¡r-reóar¿-iå à-substantial contr¡bulor? If "yes," complete part I of Schedute L (Form ggõ oi gôò_e2l a Did the orqanization make a.lo-an to a- disqual¡fied person (as defined in section 49sg) not described in line 7? complete Part I of Schedule L (Form 990 or 990_EZ) 9a Was the organizat¡on controlled directly or ¡nd¡rectly at a ny t¡me during the tax year by one or more disqualified persons as defined in section 4946 (other than foundat¡on manag ers and organizations descri bed i n section 509(a)(1) or (2))? If "yes, provide detail in Part VL b Did one or more disqualified persons (as defined in line 9a) hold a controlling inLeresl ¡n any entity in which the support¡ng organization had an interest? If',yes,,,provide detail Ìn part Vf, If 6 7 ,,yes,,' Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ',yes,,,þrovide deta'¡t ¡nlart vt, b 3a If not have an IRS de[ermination under sections the organ¡zation used to ensure that ail support (c)(2)(B) purposes lOa 1 501(c)(a), (5), or (6)? If,,yes,,, answer (b) and (c) Did the organization confirm that each organization quatified under section 501(c)(a), (5), or (6) and satisfied _s^u!pgT-gq the public support tests under section 509(a)(2)? If "Yes," descr¡be ¡n part vr when and how íhe organization made the determination checked 12a or 12b in part b No isted by ndme ¡n the organization's governing documerfts? izatÌonè are aesignated" tf Jeiìgnated by ctass or purpose, was the organization subject to the excess business holdings rules of sect¡on 4943 because ot section 4943(f) (regarding certain Type II supporting organizations, and all Type III nõn-functionally integrateJ iùpporting organizations)? If,,yes,answer line 10b below Did the orqanization have any excess business holdings in the tax year? (use schedute ct Form 4720, to determine the organization had excess òusiness hotdings) I 9a 9b 9c 1Oa 10b A (Form 99p or https://eup.eps. irs.gov/nlef/rrdprd/sdi/proxy/pri ntSub 12118/2018 Page 23 of 49 Schedule A (Form 990 or 990'EZ) 2Ol7 Part Ll a .b c IV go Su Page Yes No Yês No Yes No Yes No Has lhe organization'accepted a gift or qontribution frorñ any of thè following persons? A pelgon who directly or iniiireclly controls; e¡ther albne or togèther w¡th governing body of ä supported organization? pe ons desciibed in (b) and (c) below, the. 1la '11b A family member ot a person described in (a) above? A 35o/o conlrolled entity of a person described in (a) or (b) above? Section B. I rt¡n If 1lc "Yes" to a, b, or c, provide detail ¡n Pàrt VI anizations 1 Did the directors, [rustees, or membership of one or more supported organizat¡ons have the power to regularly appoint or elect at least a majority of the organization's directors or truslees at all t¡mes during the tax yeàr? If "No," describe ¡n Part VI how the supported organization(s) effectively operated, supervised, or controlled the organizationb act¡vit¡es If the organization had more than one supported organ¡zat¡on, describe how the powers to appoint and/or remove d¡rectors or trustees were allocated among the supported organizat¡ons and what condit¡ons or restrict¡ons, ¡f any, applied to such powers during the tax year 2 D¡d the organizat¡on operate for the benefit of any supporled organ¡zation olher than the supported organization(s) that operated, supervised, or controlled lhe supporting organization? If "Yes," explain in Part vI how providing such benefit carried out the purposes of the supported organ¡zat¡on(s) that operàted, supervised or controlled the supporting organ¡zation Were a majority of the organization's directors or trustees during the tax year also a major¡ty of the directors or trustees of each of the organization's supported organization(s)? If "No," describe in Part VI how control or management of the supporting organ¡zat¡on was vested in the same persons that controlled or managed the supported organ¡zat¡on(s) 1 5 ons continu Sect¡on D. AII III 1 2 1 nizations Su 1 Did the organization provide to each of its supported organizations, by the last day ol'the fifth month of the organizati on's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of Form 990 that was most recently tiled as of the date of noLification, and (iii) copies of the organization's governing documents in effect on the date of not¡fication, to the extent not previously provided? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supporled organization (s) or (ii) serving on the govern¡ng body of a supported organizat¡on? ff "No," expla¡n ¡n Part VI how the organization mainta¡ned a close and cont¡nuous working relationship with the supported organization(s) 3 By reason of the relationship described in (2), did tñe organization's supporled organizations have a signif¡cant vdice in the organization's Inyestment pplicies and in d¡recting the use of the brganization's income or assets at all times during the tax year?'If "Yes," describe ¡n Part VI the role thé organization's supported organ¡zations played in this regard 1 2 3 n¡zat¡ons 1 Check the dox next lo the method that the organization used to satisfy the Integral a f:l b ;l c n 2 The organizat¡on is the parent of each of its supported organizations. Complete The organization supported a governmental entity, Describe in Part Activ¡ties Test. Answer a b Test during the year (see instructions) The organization sat¡sfied the Activ¡ties Test. Complete Iine 2 below. line 3 below. VI how you supported a government entity (see instructions) (a) and (b) below. Yes Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was respons¡ve? If "Yes," then ¡n Part VI identîfy those supported organizations and explain how these act¡vities d¡rectly furthered their exempt purposes, how the organ¡zation was responsive to those supported organ¡zations, and how the organization determined that these act¡v¡ties constituted substantially all of ¡ts activit¡es Did the activities described ¡n (a) constitute activities that, but for the organization's involvemenl, one or more of the organization's supported organization(s) would have been engaged in? If "Yes," expla¡n Ìn Part vI the reasons for the organ¡zat¡on's position that its supported organ¡zat¡on(s) would have engaged in these act¡v¡ties but for the organ¡zat¡on's involvement 3 .Parent of Suþpoited Orgahizalion.s, a Answer.(a) utia.lU j U"tow. No 2a 2b : Did the organization h'aVe the Oo*åii; regúarly appoint or elect a majority of the officers, directors, the suppoted organ¡zations? Provide details in Part VL o¡.t*.t"". of each'õl '3a b Did the organization exercise supported organizat¡ons? If a substantial degree of direction over the policies, programs and activities of each of its "Yes," describe ¡n Part VL the role played by the organizat¡on ¡n th¡s regard 3b Schedule A (Form 99O or 99O-EZ) 2017 https ://eup.eps. irs.gov/mef/rrdprd/sd i/proxy/printSub 12/1812018 Page 24 of 49 Schedule A (Form 990 or ggO-EZ) 2Ot7 Fart.V Type ü .. III Check here if the ization satisfied the Integ ral Part Test as a qua lifying trlst Net 2 Recoveriei of prior-year distributioirs ca pi tal (A) Prior Year ln 3 Other gross ¡ncome (see instru ctions) 4 Add lines 1 through 3 1 3 4 5 Depreciation and depletion Portion of operating expenses paid or incurred ior produclion or collection of gross income or for management, conservation, or maintenance of property held for production of income Other expenses i (B) Current Year .'(optional) 2 6 5 6 nstructions Adjusted Net fncome 6 on Nov, 2d1 1970 (explain in Part VI). Seê Sect¡on A - Adjusted Net.friôome I 7 8 Page Non.FunFtionally Integrated 509(a)(3) Support¡n g Organizations. 7 btract lines 5, 6 and 7 from line 4) a Section B - Min¡mum Asset Amount (A) Prior Year (B) Current Year (optional) I a Aggregate fair market value of all non-exem pt-use assets (see instructions for short tax year or assets held for of Average monthly value of securities b Average monthly cash balances c Fair market value of other non -exempt-use assets (add lines 1a, 1 b, and 1c) 1a 1b 1c d Total e I 1d Discount claimed for blocka ge or other factors (explain in detail ¡n part 2 3 Acquisition indebtedness appl¡cable to non-exempt use assets Subtract line 2 from line 1d 4 Cash deemed held for exempt use. Enter t-l/2o/o of line 3 (for greater amount, see instruct¡ons). 5 Net value ol no n-exempt-use assets (subtract line 4 trom line 3) lvlultiply line 5 by .035 6 7 I Recoveries of prior-year distributions M¡n¡mum Asset Amount (add line Section C I 7 4 5 6 7 to line 6) 8 utable Amount Adjusted net income for Enter 85o/o of line 1 (from Section A, line C.urrent Year Column A) 2 3 Minimum amount fcí- pr¡or year (from Sect¡on B, line 8, Column A) 4 Enter greater of line 2 or line 3 5 Income tax imposed in pr¡or year 6 Distributable Amount, Subtract li ne 5 from line 4, unless subject to emergency temporary reduction (see instructi ons) 7 Z 2 3 1 2 3 4 5 6 Check here ¡f the current year is the orga nization's first as a non-functionally-integrated Type III suppor[ing organization (see A (Form 990 or https://êup.eps. irs. govimeflrrdpr.d/sdi/proxy/printSub Ez) L7 12118/2018 Page25 of49 Schedule A (Form 990_or 99O-EZ) 2Ol7 V e III Page Section D - DistributionS 1' 2 Amounts 7 port¡ng Organizations Integrated 509(a Non-Fuirction Current Year id to exem an¡zatipns to Amounti paid to perform activity that direictly furthers exempipurposes of supported organizat¡ons, in excess of income from 3 4 Administrativeexpenses Amounts re exem id to set-aside amounts 5 6 7 8 tio ns assets rior IRS a be in Part Other distributions of lish exem to See ¡nstructions Total annual distributions. Add lines 1 th 6 Distributions to altentive supported organizations to which the organ¡zation is responsive (provide deta¡ls in Part 9 See ¡nstructions Distributable amount for 2017 from Section 10 line 6 mount 8 Section E - Distribution Allocations (see instructions) 1 (¡) Excess D¡str¡but¡ons U (¡¡) nderd istributions Pre-2O17 ( ¡¡¡) Distributable Amount tot 2Ol7 Distr¡butable amount for 2017 from Section C, line 6 2 Underdistributions, if any, for years prior to 2017 (reasonable cause required-- explain in Part VI). See instruct¡ons. 3 Excess d¡stributions ca ifa lo 20L7 i a b From 2013, 2014 c d From 2015, e From 2016. f Total of lines 3a throu e ed to underdistributions of or h ed to 2017 distributable amount i Carryover frcm 2Ol2 not applied (see 4 Remainder, Sutitract lines 3 and i from 3f for 2017 from Section D, line 7 $ a to underdistributlons of rs b Applied to 2017 distributable amount c Remainder. Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 20t-/, if any. Sublract lines 39 and 4a from line 2. If the amount is greater than zero, expla¡n in Part VI 6 7 See instructions. Remaining underdistributions lor 20L7. Sublract lines 3h and 4b from line 1, If the amount is greater tha n in Part VI. See instructions. Excess d¡stribut¡ons carryover to 2018, Add l¡nes 3j and 4c. 8 Breakdown of line 7 a Excess from 2013. b Excess from 2014, c Excess from 2015, d Excess from 2016. e 2 7 Schedule A (Form 99O or https ://éup.eps. irs. gov/mef/rrdpld/sdi/proxy/printSub (2ot7) 121181201'8 Page 26 of49 FaeI* And ð?rc:¡rn*ta¡*ss Test R$lvr'ï llsf?¡.*n{Á SCfIEDULEA, PARTII, LTNE 1û. EXPI.ANATION OF OTHER INCOME: {:\t}1hfiaTiöft INCCME - 2013 AMOUNT: 12,729, ?O1^5 AtelûUNT: t 1,62€. 2016 or htþs ://euþ. eps.ils. govlmefln'dprdlsdilpi.oxy/printSut> 121Í8/2018 Page 28 rrirt,--DO NOT . , ORIGINAL ãATA - 9roduct¡orì PROCESS sct{EDUL= c' Political Campaign and Lobbying Activities {Form990 or990-EZ) For Organizations Exempt From l¡coma Tax Under eaction 501 (c) and sèBt¡sn 527 OepafuAÍo{helæaery if ttre orlanlzation iþ'descriþed belo,iv. fAttãth tó Fo"nr 99o o¡ Fornì.ggß-Ez. lnbmdRffiSâüce' of49 ðbout Schedule C (Fornr 99O or 90O-EZ) and ¡tå ìrìslrur.tlons ls 201 7 üpeþ tü iltrï¡*ir In*gecfi*x õ1. or on r Section 501(cX3) organizations: CoÐplele Parts lA and B- Do nol complete Part l-C r Section 501(c) (olher than sectiott 501 (c){3)) organizations: Complete Parts l-A and C bebw Do not complete Part l-3. rSedion 527 arganizaltans: Complele Pal l-Aonly, lf the organlzatîon answered "Yes" on Forrn 99û, Part lV, L¡ne 4, or Form 990-EZ, Part Vl, liãs 47 (LoÞbying Actìvitles), then r Sscl¡on 501lc)(3) orgån'izâî*ns that have f¡led Fonn 57ôS (eleclion under seclion 501{h}): CompÞte Part ll-A Do not ømplete Psrt ll-8. *Section ill(cx3iorgon¡zaibns thsÌ hâve NOT f¡led Form5768 (electbn r¡ndersection 501(h)): Cornplele Psrt ll-9" Do not corrplete Pad ll-Alf tåe organlzatlon ansurered "Yes' on Forn 990, PaÉ lV, Llne 5 (Proxy Tax) {see separate instruction*} or Forrn 990-EZ, Parl V, llne 35c then {ProxyTax} rSecfinn Paft Þr BARRY INS-TTruTE FOR !.{J*LItr FÕUCY RESEÀKCH 86-0597õ61 or Fant ã*å I ¿ Provlde a description of the orgânlz8ïon's d¡r€ct and indirect politfc€l caïpaign ãctlvlties ln Part "polltlcõl campaign ãctiv¡tier") Political carÞpa¡gn act¡vi¡F expend¡tures (see instructions) 3 Volunteer hours for pol¡tical campaîgn ãrtivilies (s€e înstructfons) [ter"tY.-ffi Conrplete 1 2 3 4e r'f w (see lnstructioris fÕr definltion of Þ$ .,,..,...,......,. the organization Ís Êx€r¡lpt under Fect¡on 5O1(c)(3). €nìer the amount of any exclse tax lncurred by the organìzatlon under sÊction 4955 Enter the amount of sny excise tax incurred by organization managers under section 4955 IF lhe organjzation hìcurrÊd ¿ seet¡on 4955 tåx, dH lf tilê Form 47ZD for this yÊär? Þ $ ..,.,.,...,...,.,.....- > tf ff Was a correction made? ia exernpt under sectisn 5{11(c), except lzært l.-C y*" ilro il r¡o 501 ...,. > 1 Enter the amo{jnt dir€ctly èxpendêd by the filing orgðoizstton for seûlon 527 €xernpt functiûn act¡viti€s 2 Enter thë ëmount of the fillng orgaßization's funds contributed to olhår organ¡zations for s€ction 527 ËxÈmpt fúnctlon activit¡es ¡ v¿* $ > $ 17b........... > $ 3 Total exempt function expenditürës. Add fines 4 Dîd.the 5 Enter the nam$ ree the rcVs for fo¡m 99o, dìlproKy/pr.ùitSub cat. 52?83D D e9o) 72/18t20t8 Page 33 Schedule D (Form 990) 2OI7 2 III 3 ns or Other S¡ñ¡ r cal H Us¡ng the organization's .acquis¡tion, access¡on, and other records, check any ôt the lollowing' items (check all that apply): : Ü ' b-+ Ll c f] Públic d '.. exhibition n that are a significant use of its collection Loan or exchang" påqru.! Scholarly research Preservat¡on for future generations l 4 Provide a description of the organization's collections and explain how they turther the organization's exempt purpose in Part XIIL 5 During the year, did the organization solicit or receive donations of art, historical treasures or other similar assetstobesoldtoraisetundsratherthantobema¡ntainedaspartoftheorganization'scollection?. IV Part of49 fl y." n f.¡o Escrow and Custod¡al Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . üv." b If "Yes," explain the arrangement in Part XIII and complete the following table: 1c c Beg¡nning balance 1d d Additions during the year e Distributions during the year 1e 1f f Ending balance 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? b If "Yes," explain the arrangement in Part XIIL Check here if the explanation has been provided in Part XIII ilro Amount . . . Fart V (a)Current year b Contributions . balance . . (b)Pr¡or year 963,O47 879,429 151,841 83,618 (c)Two years back (dlThree years back 929,46( 994,6L2 Four rs back 894,664 , c Net investment earnings, gains, and losses d Grants or scholarships , Admlnistrative expenses s End of year balance -50,03 I 34,848 , e Other expenditures for facilities and programs . . 2 ¿ b s I Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10 1a Beg¡nning of year f ü ¡lo ü Y.r . 185,000 100,000 . 929,888 , 963,O47 929,460 479,424 994,672 Provide the estimated percentage of the current year end balance (line 19, column (a)) held as: Board designated or quasi-endowment )o O o/o Permanent endowment > 92.950 Temporarily restricted endowment Þ o/o -/,O50 o/o 2a,2b, and 2c should equal 100o/o. Are there endowmen[funds not in lhe possess¡on ofthe organization that are held and administered for the organization by: The percentages on lines 3a (i) unrelated organ¡zations . (ii) related organizations , 4 Part VI futd No 3a(¡) No 3a(¡¡) No 3b , Land, Buildings, and Equipment. Com if the Description of property 1a . If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? Describe ¡n Part XIII the intended uses of the organization's endowment funds, b Yes . Part IV line 11a. See Form 990 Part (a) Cost or other basis (¡nvestment) (b) Cost or other basis (other) (c) Accumulated deprec¡ation 358,480 .. Book value 358,480 . b Buildings lin (d) 2,407,548 I 12,899 .28s,582 1,360,864 t,234,709 7,329t222 c Leasehold imÞrovements d Equipmenl e Other Total, Add lines la through e,(Column (d) must Form 990, Part X, column (B), line 10(c) ) 1,973,284 Schedule D (Form 990) 2017 https://eup.eps. irs. gov/mef/rrdprd/sd i/proxy/printSub 1211812018 Page 34 Schsdule D 99s)2O17. 3 oil Fart Descrlpfion of seslrlty or €¡egiory .(lndudtng namå of secrrlty) {1) Financial of49 derî,lratr.ves : 1V¡ (c) l,lethod of valuatton: cDst oreñd-óf-y3¿r mãfkÉt valuÊ .r (2) Closely-held equity ìnterests (3)Other (A) (B) (ç) (D) (E) (F) (G) (H) Tolal. {crlumo {óJ mst qual Farm 99{t, paÈx, Ir¡*rt Vlì"l Ø1. (B) Iiftø t2.) lrlv€sttr¡erìtâ-Progråm Complete if the organízation answered 'Yes' on Form ggû, Part IV, line 11c. See Forn gg0, PaÉ X, trine ì.3. (b) Bôok value tâ) Descrfption lìvestment Cost or (1) (3) (4) (5) (7) (B) (e) Iotdl, (coluftn (b) ßlflst èquãl turm 99A, Ært X, @1.{g) Iine 13,) htþs ://eup.êps-irs. gov/rne?ndprrUsdi/proxy/printSub t2/18/2At8 Page 35 on Tûtã . must tuTm Paft Fofl 1ld. see Part line 15 Paft IV, orga (d) l. of49 (ù) DÊfcr¡pûon of llsbtlity 11e or eook value (1) Federal fncotne taxeE SPLTT INTEREST ÀGREEl4f NT 43.947 (2) (3) (4) (s) (ó) (7) {8} (s} rotal. (Cdumn (b) 2, must qual Førrn 99O, Æ,rt X, @t,(A) fine uncertaÍn tax positions. xn Part xl{f, 2E) provide tþe text 43.,9D7 ofthe footnote to the organlzatiÐnþ ftiancial $sternents organizaäon's ltablllty For unceftaln tax pos¡tlonâ undÊt FIN 48 {ASc 740), Check here if the text ùF rep0rt5 the lhÊ foûtnot€ has been provtded ln part Xtn Schedr¡le D http s ://eup. eps. ils. gov/mefln dprcVsdilproxy/printSub ä (form 99o) 2017 121181201,8 Page 36 Schedule Part 990) D Xl 2OL7 4 n of Reveñue'per Au Reconci Financial Statements answered 'Yes' Iotal revenue, gains, and other supporl per audited financial ståtements 2 Amounts included on line 1 but not'on Form 990, PartVIII, line 12: a Net unrealized gains (losses) on investments b Donated services and use of c Recoveries of prior year d Qther (Describe in Part XIIL) e Add lines 2a through 2d grants I 2a 2b . Lt4 63, 302,385 2c . 2d 2e Subtract line 2e from line 4 facilities Revenue pèr Return IV Form l. 3 of49 1 3 366,031 6,413,083 Amounts included on Form 990, PartVIII, line 12, but not on line 1: a Investment expenses not included on Form 990, Part VIII, l¡ne b Olher (Describe in Part XIII.) c Add lines 4a and 4b . 7b 4a , 7,590 4b 4c . 5 Total revenue. Add lines 3 and 4c. (This must Part XII Parl Form line 5 7,590 6,420,673 Reconciliation of Expenses per Aud¡ted Financial Statements W¡th Expenses per Return. Co if 'Yes'on Form Total expenses and losses per audited financial statements Part IV line 12a, I , 6,48r,747 Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use of facilities b Prior year . c adjustments Other losses . , d Other (Describe in Part XIII.) e Add lines 2a through 4 302,385 2b 2c 2d Subtract line 2e from line 3 2a . 2d ¡ 2e r 1 3 302,385 6,t79,362 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b 4a b Other (Descr¡be ¡n Part XIIL) 4b c 5 Add lines 4a and 4b . enses. Add lines 3 and 4c, (This must equal Form 990, Part.I, line 18.) Total [ìeturn lleferer'ìce 7,590 4c 7,59O 5 6,LA6,952 f:xÞla ndtion PART V/ LINE 4 E ENDOWMENT FUNDS ARE USED TO SUPPORT E DOROTHY D, AND JOSEPH A, MOLLER CENTER FOR GOVERNMENT WHICH STUD]ES A VARIETY OF ISSUES INCLUDING PROPERTY RIGHTS, FINANCE REGULATION, REGULATORY BODIES, LEGISLATIVE TERMS, BALANCE OF POWER LEVELS OF GOVERNMENT, PROCESSES OF ]UDICIAL APPO]NTN4ENT AND STATE SOVEREIGNTY, THE ALSO SUPPORT TWO FELLOWSHIPS THAT GIVE EXCEPTIONAL STUDENTS THE OPPORTUN]TY TO A SEMESTER WORKING ON ECONOMIC POLICY AND LAW AT THE INSTITUTE AND TO BE GROOMED R A LEADERSHIP ROLE IN THE ONGO]NG FOR FREEDOM. PART X, LINE 2: E INSTITUTE EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BAS]S THROUGH OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND D]SCUSSIONS OUTSIDE EXPERTS. AT DECEII4BER 3L,2077 AND 2016, Í\4ANAGEMENT BELIEVES THE INSTITUTE DID HAVE ANY UNCERTAIN TAX POSITIONS, Schedule D (Form 99O) 2Ol7 https ://eup.eps. irs. gov/m ef/rrdpld/sd i/proxy/printSub 1211812018 Page 38 ËRJIPH'C rrint- DO NOT PROCES5 SCI'IEDULE O (Form 990 or 990€Z) ÐRIGIÌûAL OATA - 9roductiol'r FomgÐo.?¡åfy,I¡lÞl7, p¿tradr,or**noåïoåm . DeprtrxntolúaTremiy lnþmd ÐLN: 934933o301717ß âêrvix ànd I a b c d T. 2ût 18.ql"9,riiflñè Føhieel)-rzrñreda ' tpçn {ä î Fr**jlix &r*¡¡€{t¡wr. ìÈ lDetm.t¡oDs ¡e ãt In}ptsy€r NâmÊ orgãnlzåìt0n BARRY GOLÐWATER INSTITUTE FQR PUBLIC POUGY RÉSEARCH +ltàtt oMa Supplemental lnfqrmat¡on Reiiarding Fundraising oi Garning Activities .,€oÌrdel€if of49 B6-0s9i561 Fundraising Activities.Cømplete if the organlzãtion answe{ed "Yes" on Form 990, Part IV, Iine 17 Form 990-EZ fìlers are not required to complete this part. Indicate whether the organlzåtion raised funds throügh åny of the following activíues. Check all that apply- ffi M ffi ffi 2d solicitations soliÉltations ehone sollcitagons e Bl f m S ffi maÍ InternËt ånd emafl solicitatioo of non-government grånts. Sollcität¡oû of govrrnmeflt grants spectaf fundraisfng €yents fn-person sollc¡tatlons Dld the organlzation have a wrltten or oral agreement wlh any lndlvldual (lncluding otflcers, directors, trusteës or key ernployees l¡sted f¡ ?arm 99Ð, Part Vü) or entlty ¡n conne.tlon fflth professiofial fundrblsfag servtc€s? b If "Y€s." ltst Hly., E Ho t¡e ten hfghest pald lndivlduals or ¿nfitiÈs (fundBlËrs) pußuant to agreements under whfch the fundraiser Ts to be compensâted at least $5,000 by the orgEnizatlorì. (i) Name arTd address of individual or Ëntity (firndraÌser) (äì Âctivity (¡ii) Did fundrðísêr ì¡ãvs trrrct{dy qr {iv} ðruss re{eipt5 fram ã;livity c0ntrel of fRECT {ür retâ¡ned by} :undrðiser listed csl. {l) ctntribut ûns? Yes Ho ¡ {e) Ameunt påíd to ir (v¡¡ Àmount paid tû (or rstÐínÈd by) organizãlion T'4ATL ODEL¡. €IMPIs II'IC 1593 5PRTNG HILL RD STE 450 No 525,490 121,qO? 444,sÐA No 2õ,288 36,0{)t "9,712 VA 22182 TYSONg IESEARCH, F¡\,IATI. AM ERICAN PHILANTHROPIC }RÂFTlNË LLC 1A N CHURçTI 5T 2 WEST P 4 6 7 I 9 10 Þ ToÈal 3 157.4û2 394,376 Ust all stâtes ln whtch the organ¡z¿tlon is règistered or ltcenced to solfclt cdntribuliûns or has been no$fied ¡t Ir exempt Fro;n.reglstraHon or licensing. ÀI- AX, AR, UT, VA, R, CA, C;O, Cf , W., FL, GA, HT, IL, KS, KY, I'IE, MD, MA, I'{I, MN, M5, PIO, MT, IìIV, NM, TìI], NM. NY, NC, ì,ry¡, ID, IN, TA, T.A, NE, IVH, SD, TX, WY VI, !IÍA, WV, For pap€nvork Redurtion ÿt Ïot:c€. see the h 55r,77ð, ttp s ://eup. eps.it's. Inilructlons for Form 990 rr gov/rneflnt{prcVsdi/proxy/priltSub 99O-EZ. Cat, No, 50083il îID. oH, oK, oR, PA. R]. sc, TT.I, gchèdule G (f.orm 990 or Ð4O-EZJ rO!7 t2lt8l20t8 Page 39 of49 99O or f Description of services provided Þ I 17 a b Þ' Director/officer $__________________ Ü employee il Independent contractor Mandatorydistribulions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? Enter the amount of distributions required under state law distributed to other exempt organ¡zations or spent in the organization's own exempt activ¡lies during the tax year Þ $ Part IV llll y"' il ¡ro Supplemental Information. Proyide the explanations required by Part I, line 2b, columns (iii) and (v)i and Part III, lines 9, 9b,'10b, 15b, 15c, 16, and 17b, as applicable, {lso provide any additional infoimation (see instruêtions). lìeturn [ìeference SCHEDULE G, PART I, L]NE 2B(I) n;xpla n;r lio¡r ELL SIMMS, I CORNER, VA22TA2 AÍVIERICAN PHI Schedule G (Form 990 or 99O-EZ) 2017 https://eup.eps. irs. gov/mef/rrdprd/sd i/proxy/printSub 1211812018. Page 42 (}RIGII{AL DATA - Productior I Dr- Do NoTpRocESs ÐLN:934933ti Noncash.Contribstio ns {Form S90} Qeparbenl ollhe >. ¿oilplelc lf the orgaulzal¡oDã ðnsw€red 'yes', Õr¡ Fonì¡ s$o, paft Iy, l¡Des 29 or 3{). ÞAttãch tÐ FOrn¡ 99Ð. ÞfilforDat¡on abor¡t Schedtlle il (Fpfm 99.1¡) and ¡ts ¡llstrr¡clions ¡s ðt lreæuy the Enrployer ident¡f icðtiofi nrrmber INETITUIE FOR FUSLIC ËGI.ICY RESEARCH Payt of49 I 86-0597661 of ilumber of ¡ppltcablÉ I Art-Workç of Êrt 2. 3 Art-Historlca¡ treåsure5 Art-Fractlons I ¡nteresb 4 Boûks 5 clothing and household td) Öfdeterf inlng noncash tontríbutlofi amounts or items cúntr¡buted ärd publicôtions goods 6 c€rs ånd other vehlcleå 7 Boats and plå¡ës . a Intèl¡Ê.tual prup€rty Secur¡tiês-Public¡y tradd, 1l) Securltfes-Closely held stock . 11 Securlües-Psrtnership" LLC, or trust fnterests . . 12 SecurîtiÉs-Mlscellanêous,, 9 l3 Qu¿lified conservãt¡on coatf ibutl o n*Historlc L4 Qualified cans€rvation 15 Real Èstate-R€sider¡tial . l6 Real estate-Commerclal L7 tteal estätÉ-olh€r t2 L27,A99 IVIARKET VALUE stnifdures coilti¡butìon-Other la collectibles . inventory . . . . 19 Food 29 Drugs and medlcal supplles , TåxldÊrmy Histúricãl artlfucts , , 21 . . . 2? 29 .Scientlfic spedmens . 24 25 26 27 2A 29 A 'chêolooìcal art¡facts ( other > ( othef Þ ( other t otherÞ . , ) l ) Nurnber of forms 8283 received try the orgånizat¡on drjfing the tax yËar for {ontr¡butìons 8?43, part IV. Donee Ackaowledgement 29 fo¡- which the organíz?taon completed Form o Yes lhe year, did the organlzatitn rÊcetve by contrlbutíon any propÉrty reported jn Pärt I, lfnes 1 through 28, that it must hold for at least three years from the date of the iriltlal contrlbutlon, and whlch is not r€qulred to bÉ used for Éxempt purposes for the entire hofdÌng period? . . No 3O¿ During 30d b lf "V<.s," descr¡be the arrangement ln ParÌ U. 3l 3t Ðoes the orgöÎiz¿tion have a gÌft açc€ptance poÍ¡cy that requires thê review ofany nffistandard mntrìbutíons? 3Ad Doês-the otganization hire or use third partles or rel8ted orgaDlz¿tions to solîclt, procêss, or s¿ll noncash contñbutlo0s?,.. 'b lf "VèÉ,33 . ; ., ,".. Yes 32ð de3crtbâ iî psrt ü. lF the orgãnîzation dld not repoÊ an amount in ¿ûlumn (c) for a type of property for which column (a) îs checked, descrlbe ln Part II- Fot 9apërlyork Redu¿llon Âct t{otice. seè the fiìitrùct¡ons fof Forrm S9O. https :/leup-eps.irs. gov/rnelTrrdprcVsdilproxy/printSub Cât. l'¡o.51227-i Écftedul¿ i{ (fom¡ 99lr} (2Or7} 121\8120t8 Page 43 Page 2 Schedule M lForm 99Oì 12017ì P¡irt II of 49 Supplemental Information prov¡de the information'refiuired by Part I,. lines 3Ob,'32b, arid 33, and whether'thä organization is repbrting in Þait I, column (b), the number of contributions, the number of items received, or a combination of both, Also complete this rt for Return Refurence Erplariation ScheduleM (Form 99o) (20rZ) https ://eup.eps. irs.gov/m eflrrdprd/sd i/proxy/printSub 12118120t8 Page 45 of49 DLN: Supplemehtal Information to.Forrn 990 or 990-EZ lo provide infornration for respooees lo specific qilestiBns on Fornr gqo or Ð9{}-EZ or tù prov¡dç any add¡tloDal lnfornlatlon, þ Ãttàrh to.fÐrnì 49o or s90-Ez, ôbout Schedule o (fornr or ànd Its ¡F 1!¿mê BARRY INSTITUTE FOR PUSL¡C POIICY RESEARCI{ IAAUTO, NE- V, SULLIVAN }IASSACHUSETIS LAW PROHIBITS BUSINESSES - BUT NOT UNIONS OR OTHER GROUPS - FROM CONTRIBUTING TO POLIT1CAL EES, OR CANDIDATES. WE FILEÐ A TAWSUITTO oVERTI'IRN Tl-tls BAN. WE ETTS SMALL BITSINESSES; AN AUTo PARTS RETATLER lN _PEIITEELL, 1A AIJTO, INC , ANÐ A SMALL SELF-STORAGE FACTLiTy tN ASHLAND, 126 SELF STOnnCe, lNC. n V¡CTORY WOULD LEVEL THE PÍAYING F1ELD IN ELECTIONS AND SAFEGUARD THE CONSTITUilONAL êUARANTEES OF EQUAL PRÕTECTION, FREE SPEECH" AND FREE ASSOËIATION, THÉ CASE WAS ARGUED BEFORE TTIE EES HAVE BEEN AWARDED SO FAR (B{.,JTTHEY EHALF OF 36 STATE LECISLATORS, THE MEDICAID EXPANSION TAX, WHICH BECAME LAW PÀRTI REPRESENTTWo LEGrslAroRs wHo oPposFD lr. rHËARrzoNA supREME #üåimf#rËü!üitl$?"1^1-^"r%t:tüäF'f"trt TEGISLATORS CA'{NOT VOTE TO CIRCUMVENT A CONSTITUTIONAL SUPERMAJTRITY REQUIREMENT ATçÐ THAT THE LEGISLATORS WHOSE VOTËS WÊRE NULLIFIED COULD SUE. IN THE SFCOND ROUND OF LIT}GATION, HOWEVER, THE ARIZONA SUPREME COURT UFHELÐ THE ACT, RULING THAT IT WAS AN ASSESSMENT AND NoTh TAX AND THEREFORE NOT SUBJECT TO THE SUPERMAJORIry REOUIREMENT, THIS CASE IS NOW COMPLETED, NO ATTORNEY FEES WTRE AWARDED (BUTTHEY WERE SOUGHT IN THE COMPLAINT}. CARTER V. WASITBURN UNDIR STATf AND FEDERAL LAW, CHILDREN OF INOIAN ANCESTRY WHo ENâ UP IN STAÍE PRoTECTME cI.jsToDY ARE TREATEÐ NOT IN ACCORD WITH THEIR SEST INTERESTS. AUTARE GIVEN SEPARATE, 5UBSTANOARD TREAIMENÍ SoLELY BECAUSE oF THEIR RACE- Tllls IS A CoNSEQUENCF oF THE tNDtAN cHtLD Vûelrant ncr {tcWA), ouR CONSTITUTIONAL CHALLENGETO ICWA CONTINUES ON MANY FRONTS. THIS CÀSE IS A CLÂSS ACTION L¡WSUII REPRESENTING ABUSED, N:GLECTED, AND ABANDONED OFF-RÉSERVATION CHILDREN OF INDIAN A${CESTRY WHO ARE SUBJECT TO THESE SEFARAT=, LESS PROTECTIVË RULES. THÊ EASÊ WAS DISM'SSED BY THE FEDERAL DISTRICT COURT IN MARCH, 20,}7, AND IS NOW BEFORE THE NINTH CIRCUIT COURT OF APPEALS- NO ATTORNEY FEES HAVE 8EEÈ¡ AWARDFD (BUT THEY WERE REQUESTED IN THE COMPLAINT) COVERS PLUS. TT AL" V CITY OF , WE HAVE SUED TlE CtTy OF CHANDLER, 'WHICH WE CONTEND ARE UNCON5TITUÌIONAL THE AND LOCATION LtMtTS oN StGNs, BASED ON THE MESSAGES THE SIGNS CONVET WHIEH VIOLATES THE FIRST AMENDMENI- THE CITY AMENDED ìTS SIGN COÛE IN RESPONSE TO OUR LAWSUIT, WHICH RENDERED CASE MOOT- IT WÂS DISMISSED IN SEPTEM8ER. THE CASE ]S NOW CÕMPLETED. NO ATTORNEY FEES WERE AWARDED (8UT WERE REQUESTED lN THE COMpt A, NT)- ÕUT V Clry 'HE OF DEI.¡VER ÐENVER RESUIRES 5O'(C) NOhIPROFITS TO )ISCLOSE THE IDENTITIES AND OTI-¡ER INFORMA]ION ABOTJTTHEIR ÐONORS TO THE GOVERNMENTWHEN THOSE GROUPS COMMUNICATE WITH VOTERSABOUT MUNICIPAL EALLOT QUËST¡ONS. THIS VIO{-ATEs TI-IEIR R.IGHTS TO FREE SPEECH AND ASSOCIATION" WE REPRESENT A TAXPAYER ORGANIZATION IN A I-IAWSUIT CHALLENGING THIS RESTRICTION. THE,CÃSE IS , CURRENTLY IN DISCOVEñY IN TFIE TRT,AL COURT I¡'/E HAVÊ NOT 8ÉEN AWARDED ATTORNEV FTES {BuT ilAvE souGHT THEM lN THE coMPLAtNT). DE tA HAYE v. uNtvERstry oF cENTRAL FLoR DA THE uNtvERðtry oF CENTRAL FLORIDA REMOVED A COLLEGE FOOTBALL PLAYER FROM ITS TEAM AND RESCINDED HIS ATHLETICS SCHOLARSHIP BECAUSE HE EXERCISED HIS CONSÏruTIONAL RIGTTT TO FRFE SPEECH 8-Y POSTING VIDEOS TO HIS PERSONAL 5OCIAL MEDIA PLATFORMS, THE GOLDWATER IF'STITUTE FILED THIS LAWSUIT ARGUING THAT THE UNIVERSITY VIOLATED HÌS FIRST AMENDMENT RIGIITS AND HIS RIGHTIO DUE PROCESS. NO AITORNEY FEES H4yE BqEN AWARÐED (8UT WE HAVE SoUGHT THEM lN THE C0MPLAINT) ENERGY & EM/ RoÍ\¡MENT LEGAL NST. V. ABOR'WE ARE ASSISTING THE ENERGY & ENVIRONMENT L€GAL INSTITUÍT *s IocnL coUNsEL IN THEIR CASE REGARDING DEFICIENCIES IN RESPONSE TO PUBLIC RECORDS REOUEST- ON DECEMEER7,2Ol1 ,ATI, A NONPRoFlr RESEARcH AND PUBLTc polrcy oRcANtzATroN, REeuEsrED A sERIES oF E-MAILS To ¡ño riro¡¡ PROFESSORS AT THE UNIVERSITY O'ARIZONAAND OTHER I'.,,N'VERSITIES REOUESTING INFORMATION PERTAINING TO "CLIMATEGÁTE." AFTER A SERIES OF UNSUCCESSFUL COMMUNICATIONS, THE PROFESSORS INVOLVED AND UNIVERSITY PERSONNEL REFUSED TO PROVIDE SEVERAL REQUESTED RICORDS. OR ASSERTED PUBLIC RECORDS EXEMPTIONSTHAT WERE INAPPLIÛABLE TO THÉ RECORDS REOUEST. THE GOLDWATER INSTITUTE 15 AC-f ING AS LOCAL COUNSEL FÕR AT ATTORNEYS IN VIRGINIA IN A SPECIAL ACTION TO COMPEL PRODUCTION OF THE RECORDS, ATI ATTORNEYS WERE SUCCESSFUL, AND HÀVE SUBMITTED A REQUIST FOR ATTORNEY FEES, BUT GOLDWATER INSTITUTE WAS NOT AWARDED ATTORNEY FEE5- ENGLEHORN V CITY OF PHOENIX THIS CASE CHALLENGES THE LEGALITY OF STET ARIZONA TAX INCENÏME CALLED GOVËRÑMENT PROPERTYLEASE EXCISETAX (GPLET), RSftIP OF PBOPERTY TO THE GOVERNMINT IN EXCHANGE FORA TAX ND A SMALL.BUSINESS THAT IS SUBJECT TO UNEQUAL TAXES AS A RESULT, WE ARE CI-iALLENGING TI.IIS SUsSIÐY UNDER SEVFRAL PROVISIONS OF THE ARIZONA CONSTITUTION. THE CAS€ IS PENDING IN THE TRIAL COURT- WE HAVE NOT BEEN AWARDED ATTORNEY FEES (BUT DID REQUEST THEM}. FLECK V. WETCH ATTORNEY ARNOLD FLECK STRONGLY SUPPORTED A BALLOT INITIATIVE ON THE NOßTH DAKOTA BALLOT, AND DOT{ATED MONÊY TO THE CAMPÀIGN, O¡ILY TO LEARN IN THE WEEKS LEADING UF TÐ THE VOTE THAT - THROUGH DUES PAID TO MAINTAIN HIS MANDATORY BAR, MEMBERSHIP - THE STATE gAR OF NORTH DAKOTA I-'AD CONTRIBUTED $5O,OOO TE A PAC OPPOSING THË MEASURE. REPRESENTING FLECK, WE FILED SUIITO CHALLENGE THE REAUIREMENTTTIAT FLECK JOIN AND FUND THE BAR ASSOCIATION TO PRACTICE LAW, AS WELL A5 THE BAR'S FAILURE To PRoTECT MEMBERS AGAINST HAVING THEIR MONEY USED TO SUBSIDIZE POSITIONS WITH WhICH THEY DISAGREE Wf WON A SIGNIFICANT VICTORY WHEN IHE NORTH DAKOTA BAR AGREED TO REVISE ITS DUES POLICY TO COMPLY WITH THE CONSTITUTION. SENDINGAN IMPORTANT SIGNAL THAT STATES CANNO' FORCE PEOPLE TO SUPPORT . SPEECH THEY DISAGREE WITH IN ORDER TO PRÀCTICE.THEIR CHOSEN PROFESSIOT{S. N'S P¡RT OF THIS CHANDLE ARIZONA, oRDI UNDERW E https ://erþ"eps.its. gov/ruefln'clprdlsdi/proxy/prittSub t2lrB/2018 Page 46 **içr¡r of49 äxpfanatlox ñsf*r¿nüe It ¡its ILIMbNI, IHt IN5IIIU YVAI'AWARUtL¡ å: IOÞ'NIY {)I- SzÞ,TX}U. IItt çOUR I. RULEDAGÀINST US ON OIJR CONSflTUNONAL CLAIMS, HOWEVER, ÃNÛ THE CASE WAS APFEALED, THE CSURT ÛF APPEALS AFFIRMED .AND VVE ARE NOW PETITIONINF TIIE U.S. SUPREMECOURT- FLYTEÑOWV. F.AA FD A LAWSUÍT ON BEHALF OF FLYIFENTW,'INC,, C}IALLENËINÈTHE Ë¡OERAL RVMIO¡¡ LETTER OF INTERPRETATION PROHIBITING PRIVATE PI )TS FROM SFIA OF FLIGHTS WITI-i PASSEIIG ETS *.I Z- ON ¿.S EATEß AI RPLANES U NDER THE LAWSUIT SOUGHT TO VINDICATE TtIE FREE SPEECH RIGHIS OF PILOTS AND PASSENGERS TO COMMUNICATE USING FLYÏENOW'S WEBSITE, ANÐ CHATLENGED THE LETTER OF INTERPRETATìON FOR DISCRIMINATING AGAINST FLYTÊNOW ANO PRIVATE PILOTS AS AN EQUAL PROTECTIOI.¿ VIOLATION. WE ASKED THE D-C- CIRCUIT TO OVERTURN THE FAA'S OPINION LETTER ANÐ PERMIT FLYTENOW TO CONTINUE ITS OPERATIONS, BUT THE COURT RULED AGAINST US. WE PETITIONED THE UNITED STATES SUPREME COURT TO REVIEW THIS GASE AND IT DECLINED- THE CASE HAS NOW CONCLUDEÐ, AND NO ATTORNEY FEES WERE AWAROED" GOLDWATER INSTITUTE V, HHS IN AUGUST2014, THE GOLDWATER INSTTTUTE SUSMITTSD A FREEDOM OF INFORfi,IATON ACT REQUEST TO THE FDA SEEKING RECORDS REGARÐING THE PROCESS TO ÌSAKE T'-IE UNAPPROVED ZMAPP AVAILABLE TO TWO AMER]CAN ÛÐCTORs ÍNFECTET !ryffH THE EBOL.A VIRUS- FOR 1B MONTHS, THE FDA DEN1ED 'NTERNALAPPROVAL THE REOUEST CLAIMING THAT THE RECORDS MET THE FOIA EXEMPTION FOR "TRADE SECRETS 'ALTHOUGH TIIE FDÀ HAS NOW DISCLOSED THE RECORDS AT ISSUE LITÍGATION OVER THE REMAINING RECORDS IS ONGOING. OIJR Sh I THE INMALVIGTTRY INJECTSTRANSPARENCYINTOTTIE DRTJGAPPROVALPROCESS. NOATTORNEY FEES HAVEBEEN AIÍVARDED YÊT' BUT THEY WEFE REEUESTED IN THE PLEADINGS, GR}ç V. DCS IN THIS ICWA CASE, WE REPRFSENTED TH€ FAM{LY OF A-D-, A MINOR OF NATIVE AMERICAN Ah¡CESTRY, WHO WAS AESCUED FROM NEGLECT AND PLACED IN FOSTER CÀRT. HER FOSTER PARENTS SOUGHTTO ADOPT HER, LONG AFTERWARDS. AND LONG AFTER THE ADOPTION WAS FINALIZED, THE GILA RIVFR INDIAN COMMUNITY FILED AMOTION SEEKING TO HAVE THE CASE TRANSFERRFD TO ITS TRIBAL COURT. WE OPPOSED TI-IAT ON TIIE GROUNOS THAT THE TRIBE FILED ITS MOTION TOO LATE. THE COURT OF APPEALS AGREED WITH US, ANû THE ARIZONA SUPREME COURT AFFIR,MED. THIS CASE IS NOW COMPLET:D NO ATTORNEY FEES WERE SOUGHT OR AWARDED" (coNTlNuED) IN RE A.J F., JR. THIS ICWA CASE INVOLVED A SHASHONE MOTHER WIIO SOUGHT TO HAVE HER CHILD AEOPTED BY A NONjNDIAN FAMILY. WHEN THF TRÍEE INTERVENED TG BLOCK THE ADOPTION, SHE RESIGNEÐ HER MEMBERSHIP IN THE ÏRI8E" NEVËRTHELESS, TTIE COURT ALI-OWEÐ THE TRIBE TO PROCEID. Wf PETITIONED THE MINNESOTA SUPREME COURT TO REVIEW T}JE DECISION, 3UT IT DECLìNED. RATI-IER THAN ALLOW THE CASE TO GO FORWARD, THE MOTHER CHOSE TO DISMISS THE CASE. THE CASE IS NÐW COMPLETED. NO FEES WERE SÐUGHT OR AWAROED. IN RE C J", JR. IN TI-IIS ICIâ1A CASÊ, WE REPRESEI.{TTHE GUAROIA¡¡ AD LITEM OF AN OHIO CIIILD OF NATIVE AMERICAN ANGESTRY. ALTHOUGH THI CHILD HAS LIVFD fIIS WHOLE LIFE IN OHIO, WTI.I AN OHIO FOSTER FAI!!LY, rltE GILA RIVER INDIAN COMMUNTTY OÐTAINEO Ail ORÐER FROM tTS OWN TRIBAL coURT {WlTHoUr ANy OF THE PERSONS ÎNVOLVED BEING PRESENT IN IHAT COURTJ DEMANDINÊ THAT T}IE CHITD BE SENT TO LIVE ON THE GIIA RIVER RESERVATION WTTI INÐIVIDUALS HE HAs NEVIR EVEN MET. WE COMTEND THAT TI.IE TRIBAL COURT HAS NO JURISDICT'ON AND THÀT TFIE CASE SHOULD REMAIN IN OHÍO COUR}. THE COURT OF APPEALS RULEÐ IN OUR FAVOR, TfIE CASE 15 LIKFLYTO PROCEED TO THE OHIO SUPREME COURT. NO FEES WERE SOUGHT OR AWARDED. IN RE JPC IN THIS ICWA CASE, WE REPRESENTED A TRIBAL MEMBER MOTHER IN ARIZONA, WE PETITIONED THE ARIZONA SUFRËME COURT TO REVIEW THIS CASE D€NYING THË MOTHER'S REQUEST TO TERMINATE THE RIGHTS OF HER CHILD'S ABUSIVE, INCAfiCERATEÛ BIRIH FATHER SO THAT HER NEW HUSBAND COULD ADOPT HIM, THE ARIZONA SUPREME. COURT REJECTED THAT RSQUEST. NO ATTORNEY FEES WERE AT ISSUE. ÏHIS CASE I5 NOW COMPLETEÐ- IN RE. S,S, IN THIS ICWA CASE, WE PETITIONED THE U,S- SUPRSME CÐURT TÛ REVIEWA DECISION BYTHE ARIZONA COURTOFAPPEALS THAT HELD THAT ICWAAPFLIES TQ CASES IN l¡/I-{ICH A PARENT SEEKS To TERMI {ATË THE PÂRENT/A1 RTGHIS oF A NEGLECTFUL OR ABUSIVE EX-SPOUSE- WE CÐNTENDEII THAT ICW APPLIES ONLY TO CASES tN WHICJ{ Â. CHTLD }S BElt{c REMOVEÐ FROM A pARËNr By A @VERNMENTEhITITY. THE COURT DENIED REVIEWANDTI'IECÁSË IS NOW CONCLUDËÛ. ÀTTORNEY FEESWERF NOT SOUGI-'T OR AWARDED- MENDEZV, CITY ÐF EHICAGO WE REPRESEI{T AS CO-COUNSÊL WITH THE LIBERTY JUSTICE CENÏER IN ILLINOISSEVERAL PROPERTY OI¡/I,IERS WHOSE RIGHTS HAVE BEEN VIOLATED BY CHICAGO'S ÁNTI-IIOME.SI-IARING ORDINANCE, WHIIH AMONG OTHER THINGS REQUIRES PROPERTY OWNERS TO SUBMIT TO SEARCHES OF THEIR PROPERTY ATANYTME;AND IN ANY MANNER, W{THOIJTAWARRANT. AS A DIRECT CÕNSEQUENCE OF OUR LAWSUIT, THE CITY AMENDEÐ PART OF ITS ORD]NANCE TO REMOVF ONE OBJECTIONABLE PROVISION THE RfST OF OUR CASE IS PROCEEDING, HOVVEVER. THE TRIAL COURT ßRANTED IN PART THE CITYS MOT'ON TO DISMISS THE CASE, AND THE TRIAL COURT LITIGATION CONTINUES ON THE REMAINING CI.AIM, WE SEEK ATTORNEY FEES, BUT NONE HAVE BEEN ATiIIARDED. PLEA V, CITY OF PHÛEN}X FOLLOWING CONTRACI CHANGES THAT ENÐED PHOENIX'S PRACTICE OF PENSION SPIKING WHICH ALLOWFD RETIRING OFFICERS TO ARTIFICIALLY INFLATE THEIR RET1REMENTPAY BYCASHING IN UNUSED SICK LEAVE, VACATION TIME, ETC GOVERNMEMÏ UNIONS SUED THE CITY CLAIMING THAT TI-IESE C}IANGES WERE UNLAWFUL THE GOLDWATER INSTITUTE INTERVENED TO REPRESENT TAXPAYERS. THF COURT ISSUED AN ADVERSE RULING, AND THE ARIZONA SUPREME COURT AWARÐED ATTORNTY FEES AGAINST THE INSTITUTE IN THE AMOUNT OF $4,286 FOR ONE PARTY AND $1.846 TO ANOTHER, FORA TOTAL OF S$,132 THE ARIZONA SI,JPREME COURT DECLIN-D TO REHEAR THE MATTER. THE INSTITUTE'S INVOLVEMENT IN THE TRIAL çOURT CASE IS NOW COMPLFTED. PULLIAM V. CIry OF AUSTIN TWO PROPERTY TAX PAYERS IN AUsTN, TEXAS CHALLFNGE THE PRACTICE OF 'RELEASE TIME' UNDER THE ANTI-SUBSIDY PROVISIONS OF THE TEXAS CONSTITUTION. "RELEASE TIME" SPENDS TAXPAYER MONEY TO PAY IVELY FOß THE UNION, THIS PRACTICE lS A1.l UNLAWFUL SUBSIDY Tû A PRIVATE OF TFIIS LITIGÀTION IS TO ELIM.INATE R.ELEÀsE rIrvIE nÑo ANTi-SU3SIDY CASE LAW IN ÏEXAS T}ìAT CÀN BE USEO TO ADDRESS ABUSE oF TAXPAYER FUNDS ÑD OTHER FORMS OF GOVERNMENT CRONYISM, THE CASE IS PENDING IN THE IRIAL TOURT NOVV, WE ARE SEEKING ATTORNEY FEES BUT NONE HAVE BEEN AWARDED YET. THE DEFENDENT IS AISO SEEKING FEES RODGERS V, HUCKELBERRYAS PARTOF OUR GIFT CLAUSE LITIGÂTION PROJECT, THIS LAWSUITC}IÀLLENGES THE LEGAI-ITY OF A DECISION BY PIMA COUNTY TO SPEND $15 MILLION OF TAXPAYER MONEY TO FUND CONSTRUCTION OF A 8ALLOON LAUNCH PAD AND COMPAI.¡Y HEADQUARTERS FOR T}IE PRIVÀTE BENEFIT OF WORTD VIEW ENTERPRISES, INC-, A PRIVATE CM¡PANY ENGAGED IN NEAR-SPACE TOURISM. WE CONTEI{D THAT, BEEAUSE THIS SERVES NO PUBLIC PURPOSE AND FAILS To PRoVIDE TIIE coUNTY ffTH AN ADEQUATE RETURN oÑ ITS INVESTMENT. ITVIOLATES THEARIZONA CONSTITUTION, WHICH PROHIBITS SUBSIDIES TO PRIVATE BUSINESSES. ALSO, BECAUSE THE COUNTY FAILED IO SOLICIT EIDS FOR THE DESIGN AND CONSTRUCTION OF THE PROJECT, OR THE LEASING OF THE LAND. THE DEAL IS ALS0 .ILL-GAL UNDER STATE STATUT-s. WE WERE SUCCESSFUL IÑ TRLAL COURT lN ONE STAGE OF THE CASE, 8UT THAT WAS REVERSED ON APPEAL, AllD Wf HAVE NOW ASKED THE EMPLOYEES ENTITY, htþs :lleup. eps.irs. gov/rue?ndþrdsdi/proxy/prìiltsub gul Irevon¡¡u t211812018 Page 47 ARIZONA SUPREME COII.RT TO HEAR AWARDED. ROZENBLITV" LYLESTHIS !ryJqry T¡J(PA THE ÇA5 of49 SUT NONË ME" ôITV, NÉW ot'l austNEss qN.THE NTR FL'SLIC PURPOSE }S aEING SERVFD- Tl1E CASE IiJVOLVES SOME S1"z.M LLþN tN RELEÀSE TIME OVER A qrEAR pERlOD, ALL p4;Ð FOR BY TAXPAYERS. BE'cAusE lHe rRxp¡ysRs necÊrve l¡rm rb l¡orxrÑàlr.r nrrunru, iÈls cn¡Ñiiuló orhE*s ': . LIKE IT REPRESENITA VIOLATION OFTHË NEW JERSEY CONSTITUTION'S GIFT CLAUSE THE TRIAL COURT RULÉO AGAINST US AND WE ARF NOW ON APPEAL WE ARE SEEKING ATTOFINEY FEES, BUT NONE HAVË BÊEN AWARDED YET RENTERIA V. SHINGLE SPRINGS BAND DF MIWOK INDIANS THIS ICWA CASE INVOLVES THR5E CHILDREN WHO WERE ORPHANED WHEN THEIR PARENTS WERE KILLED IN A CAR ACEIDENT, TRIBAL OFFICIAL5 DËMANDED THAT THE CHILDREN BE TURNfD OVER TO RELATIVES WHO ARE MEMBERS OF A TRIBE ANÐ LIVE ON TRIBAL LANDS WHERË ThE CHILÐREN HAVE NEVER LIVED. T}IE CAL1FORNIA TRIAL COURT RULED THAT ICWA APPLIE.5 TO TfIE CASE, EVEN THOUGH IT ÐOES I'IOT INVOLVE THE RFMOVAL OF CHILDREN FROM IND¡AN PAR.ENÍS, AND WE FILED A PFTIîION ASKING TIIE SUPREME COURT TO TAKE THE CASE THAT WÀS REJECTED, WE DID NOT SEEK ATTOR.NEY FEES- THE CASE TIIEREFORE PROCEEDfD TO TRÍAL W'II DIFFERENT COUNSEL WE ARE MONITÕRING THE CA5E FOR POSSIBLE FUTURE PARTICIPATION RIO GRANÐE FOUNDATION V- CII-Y OF SANTA FE THIS LAWSUIT CHALLENGES THE CONSTffUTIONALITY OF A SANIA FE, NEIÂ/ MEKEÛ ORDINANCE WTIICH REQUIRES NONFROFIT GROUPS IO DISCLOSE THE NAMES AND IÛENTITIES OF THEIR SUPPORTERS TO THE CfTY IF THE NOÑPROFIT SPENDS MORE THAN 5250 TO OPPOSE A MUNTCIPAI- SALLOT PROPOSITION, BECAUSE THE RIO GRANDE FOUNDATION POSTED À VIDEO (MADE BY ANOTHÊR PARTY) ON THIIR FACEBOOK PAGE, THE CITY CONTENTS THAT THE FOUNDATìON IS REQUIRED TO TURN ÐVER THE IDENTITIES OF ALL OF ITS SUPPORTERS TO TI.IE GOVERNMENT. WE CONTEND THAT ïHIS VIOLATES THE FIñsT ÄMENDMENT THE CASË IS PËNDING IN FEDERAL TRIALCOURT,WEARESEEI( NGFEESAUTFIAVENOTYETÐEENAWARDEDANY.SCHIRESV CITYOFPEORIAAS PART OF OUR GIFT CLAUSE WORK WT BROUGHT THIS CASF TÕ CHALLENGE THE CITY OF PEORIA'S GIVEAWAY OF MILLIONS OF TAXPAYERDOLLARS TOA PRIVATE BUSINESS, WHICH PROMISES NOTHING IN RETURN ËXCEPT TO DO WHAT lT WOULD HAVE DONE EVEN lF IT IIADNT RECEMED A SUBSIDY: OPERATE. ARZONA'S coNsTlTUTlON PROI-IIBITS fÄ.XPAYER SUBSIDIE5 TO PRMATE COMPANIES ffTHOUTAÐEQU,CTE BENEFITS OR ASSURANCES FOR ALL TAXPAYERS IN RETURN, THE TRIAI- COURT RULED AGAINST US ANÐ WE WILL APPEAL SHORTLY- ATTORÑEY FEES ARE RESUESTEO IN THE EOMPLAINT, BUTWE WERE NOT AWAR.)ED ANY. VANGILDER V PINAL COUNTYTHIS CASE CHALLENGES THE LEGALITY OF A TAX ENACTED BY PINAL COUNTY IN VIOLATION OF STATF LAW, WHICH REQUIRES TIIAT TAXES OF THîS SORT BE APPLIED IN A SPECIFIC MANNER" THE COUNTY APPLIED IT IN A ûIFFER€NT MANNER INSTEAÐWHICH THE STATE DEPARTMENT OF REVENUE ADMITS IS ILLEGAL, WE FILED A MOTION FOR SUMMARY JUDGMENT, A'..ID TTIIg CÂ5Ë IS NOW PENDING IN THE ARIZONA TAX COURT WE ARE SEEKING ATTORNEY FEES. BUT NONE 3E€N AI.ffARD€D, lcoNTrNuED) 'IAVEYET WOMEN'S SURGICAL CENTER V REESE LIKE MANY STATES, GEORGIA IMPOSES A "CERTIFICATE OF NEED" REQUIREMENT ON MEDICAL SERVICES, WHICH FORCES DOCTORS WHO WANI TO HIRE ADûITIONAL DOCTORS, EXPANÐ THEIR MEDICAL CENTERS, OR ESIABLISH NEW MEDICAL CENTERS TO FIR5T SHOW THERE IS A "NEED" FOR NËW SERVICESAND TO OVERCOMË OBJECTIONS FROM THEIR ESTÂALISHED COMPETITORS REPRESËNTING AN OBGYN SURGICAL CfNTER THATWAS DENIED SUCH PERMISSION" WE FILED SUIT IN STATE COURT, ON IHE GROUNDS THAT THESE OPPRESSIVE LAWS YIOLATE THE GEORGÍA CONSTITUTION'S ?NT¡-MONOPOLY CLAUSE.' THE GEORGIA SUPREME COURT ISSUED AI\1 ADVERSE RULING. NO ATTORNEY FEES WERE AWARDED. THE CASE IS NOW CONCLUÐED, PRESIDENTICEO, VICTOR RICHESAND DIRECTOR OF NATIONAL LITIGATION AND GENERAI- COUNSEL JOMTHAN KËY EMPLÕYEE, TIMOTHY.SANDEFUR ÂND EVP, üHRISTINA:SÀHOEFUR HAVE A ER BOAFO MEMBERS RENEE GILTNER Ai,¡D F PHILIIPS GILTNER HÀVE  FAMILY RELATIONSHIP R.lçt!:s !4VEA FAMILY THE MEMBERS OF THE BOARD OF DIRECTORS ARã ALSO MEMBËRS OF THE CORPORATION NEW DIRECTORS ARE ELECTED BY THE REMAINING BOARD OF DIRECTORS. AN OUTSIDE ACCOUNTING FIRM PREPARES THE FORM 9SO AND IT IS REVIEWED BY THE CÊO, CFO, EXFCUTIVE VIC€ PRESIÛENT, EXECUTIVE COMMITTEE, AND GENERAL COUNSEL PRIOR TO SUEMìSSION TO THE BOARD OF DIRECTORS FOR REVIEW THË MANAGEMENT TEAM ADDRFSSES ANY ISSUES RAISED BY THE EOARD BEFORE THE RETURN IS FILED WITH THE IRs IN CONNECTION W¡TH AMY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THF EXISTFNCE OF THE FINANCIAL-INTERfST T4ATEB. AL trÂCTS TO THE DTRECTORq AND MEI4BERS OF POWERS CONSIDERTNG THE PROPOSID TRANSACTION ER, OR MEMBER OF A COMM:TTEE WITH GOVÉRNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST IS AN INTERESTED PERSON, AFTER DISCTOSURE OF THE FINANCIAL INTËRESTAND ALL MATãRI.AL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HÉSI{E SHALL LEAYE THE GOVERNING SOARD OR COMMITTEE MEETING WHILE THE DÉTERMINATION OF THE CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAI$¡ING BOARD OR COMMITTEE MEMBERS SHALL DISCUSS IF A CONFLICT OF INTEREST EXISTS. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES ANNUAL DISCLOSUR€ FROM ALL MEMBERS OF THE BÛARD OF DIRECTORS AND OFFICERS. A STATEMEI.¡T 15 FITED BY EÃCH BOARD MEMBER REQUIRìNG THE DISCLOSURE OF ANY CONFLICTS AND TO STATE THE RESOLUTION OF THAT CONFLICT. IF ANY O FORM sÐ0. FARTVl, http s ://eup" eps"ils. gov/rnef,/n'dprcVsdilproxy/printSub t211812018 Page 48 ' &*t{rffi, of49 6*¡ilanatian **î*r**rç* låL.t;il(}N H,' tHELXTCUilVÞL'üMM r[rÊRhVrhWEr]COMI]ENSåüO¡¡FORQFF çLR5At¡ÐKEYEMPLQYEESBASEDONA. t'¡¡Ë 1ã REVTEWOFSTMTLAR ORGAÞ{IZATIONS(USTNGFORM .ro*M THEIdINUTES. : 9S0)- Åil-COMPEilFAT ON ßECISÌONSARE DOCUME]iüTED IN THE ORGANIZATION.S ñT.¿ANCIAL STATEMENTS AND FROM 990 ARE AVAILABLE ON THE WEBSITE THE GOVEftN}ÑG DOCUMENTS AND CONFLTCT OF. AVAil,AtsLE UPON RÊQUEST. så0, PAßTVI, SECTrcN C, 'ñTERES.TPOL CY.ARE L$l:18 FoRM 990, PARTV}, sEcTtOH c, THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE FUSLIC UPO$I RESUEST. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENÏS AND CONFLICTOF INTEREST POL'CY AVAILABLE TO THE PIJBLIG. UNE't9 for hlþ s ://eup " eps -irs. gov/meflndprdsdilproxylpriutSuli Cñt. No. S1056K 1?11812018 Page ORIGINÃL DÀTA - Production ¡nirrt - Ðiû t{OT PROCESS {Fon* 99ü} Xe!¡, Empioyees, ãûd il¡ghest Conlpefisated Enlplcyees Þ conrplete if tb€ organ¡zation answe.red "YesÊ st* FDrm 99o, Pàr( Iv. l¡¡ìe 23" Þ Attèct¡ to Form 9çX¡. . ¡. I¡ìfornìat¡ori about Sclìedele. f (fúrm 99{})'an{¡ ¡ts ¡nstr$ct¡ûns is ¿t For certa¡il Offícerc, Directors, Trûstees, Deparùrwt of &uTraasuy l¡Énd R.evsu¡e$wiæ üf the orgãn;zat¡on EAR,RY G0LOì¡y.AT€*. S.tsïfrurE SI}BI.IC }OLICI RESEÃRCH Farr ÐLN: 934933D3O17178 tl.lB ¡{ü. 1545-ð047 Compensation lnfoircation Schedule.] I of,1l fftr $pew tÐ Þe*fuî[c rtt a6-05976õ1 T Yes check Sle apprcpiate box(es) if the orgenization grovided âny ûf the foltowirg'to or for a perwn Fstrd o$ Form 990. Part VXL Section A. line Ia- Cornplete Part IU to provide Bny ¡elevant ¡nfcnmat¡oo regã.diilg ttKse items- 1ð n ü n cfpñer travel Trauel for companbnb Tåx ¡dèrnr¡É¡catìon arld græs-r:p pôyrnents Ho{-rglng allgwaRce or ¡-es¡dence lcr personal use eayments foi business trse of, personal resÌde¡ce Heãlt¡ or sÕtþl dub dues or íßitj,ation f€€s Ðüscretunary spendii4gaamunt PersonEl FirEl-c¡ass o¡ sufEes (e-E-, maid, cfr¡¡Jffeu.. chef) any of the boxes ¡n lige la are Cbeck€d, d¡d the orgên¡zation follaw a v¡ritÊen pot¡qf regard¡ng p¿ynìent or rEimbursement or proviìslon of all of thÊ exÞenses descr¡bed åbovÊ? :f "No,' complele Paat ff.ts Êxplain . Did tñè organizat¡on ìEquirisubstô¡¡t¡at{on pr¡or to reîmburs¡ng or a$lcwirç erçerws incured by all d¡rectors, tr¡Jstees, officers, incl¡Jd¡n$ the cEo/Exëürt¡ve Ðirecfor. regarding the ilerns checked fn hne 1¿? . - If b L 3 Irìdícåte rvhidì, if any, of the follow¡ng thÈ filing or-ganizatio¡r used io estãU¡S¡ the compensõtrori of *l€ Õrganizâtlcrits Cæ/E rccut¡ve Dlre¿tor- che€k all that apFly. Elo .oa. che* aay åoxes fsr rrlethods used by a rdated o.giaßizatlon to esablish cÕrnpensation of the CEo/Executive Directsç &rt explain in Aart r-l LI ü 4 Compensation æmmiltee Independent comperìÞalion {onsulsnt FDrm SO of cttær organizatúons Ðurîng tñe yeåÇ did any persÕn l*shed on Fo¡-rTÌ lb 2 IIt. Written erTwlq$¡ent f o&t'ãct. Compênsatio¡r survey or study ¡pçtroval by the board ûr carnp€{1sauon comrnlttee 990, Fõrt WI, section A, l¡nÊ Iå. w¡th .espect to the fil¡ñg orgãrÌ2alion or a ¡-elated orgêr¡izãt¡on; õ b c Receive à severance pâyrneÞt or dlänge-of-coatrol päyrnent? . 4¿ ": fiom, a supplementai nonqualified retirenrent pbn? Partic¡pãte ¡n. or receive payrnent kÕm, aû equity-bâsed coriperGaticn ãr¡.ãrlEesBerit?, ParticfpatÊ in" or receive payraent If "Yes" tö ãny of l¡nes 4a¿ 1 Yes 4b No 4c NO 5ð 5b No list the persons and provide Sre appTicabte amo$nB fcr each item ¡n Pärt EI. Only so1{cxg), 5û1({}(4}, and 5O1(cX29) organizatio*s must comp$ete li¡les 5-9. For perso$s ltsted on Forr$ 99O. Þrt VIl, Sec8on A, lifle 1ê, did the organidic* pay or accrue any 5 Ëompensadon contingert ün thâ reveñues of: . a The orgEnization? b Any related orgsnizatìon? . If *yes,' on t¡$e 5à or 5b, describe in Paít ..: For Þersorìs listed on Form 99O, Part Vtl. sect¡on A" l¡$e cûmpensation cûr¡t¡ngent rB the net eam¡ngs of: la, d¡d the organlzäSst¡ pay or ac{,¡.¡è any ff::,"îåTïl;..;.,.. .: . È Þ lf "Yes," ñr ¡¡ßê 6€ or 6b, describe in Part III" https /leup,eps-irs govÅrcfln'dprdlsdi./proxy/pnntSub : - No III. ,. 6ð 6b Nô f'åo t2l18l?üts Page2 of 7l 7 For persons listed on Form 990, Part VII, Section A, line la, did the organ¡zation provide any nonfixed payments notdescr¡bed ¡n lines 5 and 6? If j'yes,,,describe in part jII . 8 Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contiact exception described in Regulations sect¡on 53.4958-4(a)(3)? If "Yes," describe in Part III . . . 9 If 7 No 8 No "Yes" on line 8, d¡d the organizat¡on alsò follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? For Paperwork . ¡. Act . https://eup.eps. irs.gov/meflrrdprd see the fnstruct¡ons I sdil proxy / printSub . 9 Cat, No, 50053T Schedule J (Form 990) 2017 t2/18120t8 Påge 3 trI 1.1 e2 Schedule J (Form 990) 2017 Part of Officers, D¡rectors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed For each individual whose compensation mus[ be reported on Schedule J, report compensation from the organization on row (i) and from related organizat¡ons, descr¡bed ¡n the instructìons, on row (ii). Do not list any individuals that are not l¡sted on Form 990, Part VIL ela a le column and amounts for that individual. (B) Breakdown of W-2 andlor (A) Name and Title (¡) Base compensat¡on (ii) 1099-N4ISC compensation Bonus & incentive compensat¡on (iii) other reporta ble (C) Retirement and (D) Nontaxable other deferred benelits (E) Total of columns (B)(i)-(D) 6.62A 403,O54- 0 compensation 797,174 197,t75 2,O77 0 0 0 0 0 0 ( ¡) 229,248 0 0 6,838 236,086 0 (¡¡) 0 0 0 ( ¡) t97,344 1,000 4,234 206,582 0 l¡i) 0 0 0 0 79,47O L64,604 ( ¡) ( zVICTOR RICHES PRESID ENT/CEO 3TIMOTHY SANDEFUR V.P. OF LITIGATION 4ANN TREDWAY VP OF DEVELOPMENT 5TRENT CHRISTENSEN VP FOR DONOR RELATIONS column (B) reported as deferred on prior Form 990 comÞensation OLSEN PAST CEO (F) Compensat¡on in ii) (¡) . 145,198 0 0 0 0 0 0 0 0 tí¡l 0 0 0 0 0 0 (i) 742,469 0 0 0 L7,E4L 160,3 10 ti¡l 0 0 0 0 0 See Additional Data Table Schedule J (For4 99ù') 2Ol7 https ://e up. eps. irs. gov/meflrrdprd/sd i/proxy/printSub 12/18120.18 Page4ofll Schedule J (Form 990) 2017 Part IIX Paqe ord the informat¡on u ired Return Refefer¡ce SCHEDULE 3 Supplemental Informat¡on ], PART II, COLUMN 6b 7 and and tor Part IL Also co this rt For a additional information, Explanation B(III) DARCY OLSEN, PAST CEO, RECEIVED A FULL YEAR SEVERANCE PACKAGE. HALF PAYMENT WAS MADE TN 2017 AND THE OTHER HALF PAYMENT WAS MADE IN 18. THIS AMOUNT IS REFLECTED IN PART II III. Schedule J (Form 99O) 2017 https ://eup.eps. irs. gov/meflrrdprd/sdi/proxy,/printSub !2/r8l2ûr8 '.Pâge5ofll Additional Data Sofüruare ID: Software Version: EIN: 86-0597661 Name: https ://eup. eps. irs. gov/mêflrrdprd/sdi/proxy/printSub BARRY GOLDWATER ]NSTITUTE FOR PUBLIC POLICY RESEARCH t21t8/2018 Páge6of1l - Ð0 NoT GRA,PH:C SCHEDULE R (Form 990) O $precr ilrar¡e of the orgaÐizatlcn Fnxþlic 85-0597661 ldentification of Ðisregarded Entities Nere, addæ, ànd @ to Efilployer ¡deEtif¡cat¡ofi number BARRY GOIÐWATER IÑSTITUIE FO* P{JgTIC POUCY RES€ÀRCIJ I 24',ff Þ lr¡f.onnðt¡ûn ðboBt Sched¡de R (Forar 996) ãnd ¡ts ¡$rtru{t¡oÐs is at Ðepartmtof $eTrearuy Par[ O14B hloi rganizations and Unrelated Partnerships > crnrprete if the orgaoiza"."."ff.fj;ii;:lr!îå. eeo, pìrt I\f.l¡ne 33.3+ 3ób, 36, or 37. Related Ela{ {if åppli€able) cf direg¿rded ent Cornplete if the organizaÈion answered Yes" on Form 99Ð, Fart IV, line 33- {}i ty GOLÐWATER IN5TIT1JTE HOLDI'*G