MAY ll) 7 2913 -If OMB No. 1545-0047 PM 99" Return of Organization Exempt From income Tax Under section 501(c). 521. or 494T(a)(1) oi' the internal Revenue Code (except black lung benefit trust or private foundation) Department of the Treasury internal Revenue Service The organization may have to use a copy of this retum to satisfy state reporting requirements. A For the 2011 calendar year. or tax year beginning 06 01 2011, and ending 05/ 31 . 20 12 Open to Public inspection Name of Employer identification number 3 TRUST 45-232-1423 Doing Business As Number and street (or P.O. box iimail is not delivered to street address) Roornlsuite Telephone number 8400 WESTPARK DRIVE #100 (703) 962-7877 City or town. state or ooi.intry. and ZIP 4 MCLEAN, VA 22102 3 1,980,914. Name and address ofprincipai offioer: PAUL BROOKS HM "Wm Yes No 3400 WESTPARK DRIVE #100 MCLEAN, VA 22102 I-t(b) Are all atfillatos Included? Yes - No I Tax-exempt stems I I I 4 I I 4947(a)(1)0I' I I527 (see insinictloiia) Website: A Form oi organization' I I Corporation I ITrustI IAssoclation I Iother I Year offormatiorr 20llI State of legal domicile DE Summary 1 Briefly describe the organization's mission or most significant activities: 3 AND APPLY TO ECONOMICS AS A WHOLE IN MAKE THE UNITED STATES AND PROSPERITY FLOURISHES . 2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets Number of independent voting members of the governing body (Part VI. line 1b) 4 0 5 Total number of individuals employed in calendar year 2011 (Part V, line 2a)_ 5 4 - 0 7a Total unrelated business revenue from Part Vlli. column (C). line 12 . Ta 0 Net unrelated business taxable income from Form 990--T, line Prior Year Current Year 3 8 Contributions and grants (Part line1hProgram service revenue (Part line 2g) . 0 0 1 0 lnvestrnent income (Part Vlli. column (A), lines Other revenue (Part Vlii. column (A). lines 5, 6d. 8c. 9c. 10c. and 11e)_ 0 0 12 Tot_al revenue - add lines 8 through 11 (must equal Part Vlil. column (A). line 12Grants and similar amounts paid (Part IX. column (A). lines 1-Benefits paid to or for members (Part IX. column (A). line 4) 0 3 1 5 Salaries. other compensation. employee benefits (Part IX. column (A). lines 5-10Professional fundraising fees (Pan IX, column (A). line 110) 0 0 Total fundraising expenses (Part ix. column (D), line 25) 17 Other expenses (Part IX. column (A), lines 11a-11d. 11f-24o) 0 228 515 . 18 Total expenses Add lines 13-17 (must equal . Revenue less a enses. Subtract line 18fromi 186, 394 . 3 0' Beginning oi' current Year End of Year 3% 20 Total assets (Partx. line 16) 0 186,394. 21 Total liabilities (Part x, line 26) If; 0 0 et assets or fund balances. Subtract line 21 from line 20186, 394 . 22 Signature Block Under penaluee of perjury. I declare that have examined this an ng schedules and statements. and to the best of my knowledge and belief. it is true. correct. and complete Declaration oi ppqaarer (other than ofiicar) is based on all infonnat on of which prepare' has any knowledge. gear I 5/1 7/ '3 filgn Signature of o'llic?' a' page A02. DJ. (BILPO K-1 nugrgg Type or print name and title Pr1ntIType preparers name EB nature Dar chock I Paid pmpa,-er W. 1 ae|f-empiovBd Use only Fln'n'sElN 44--016026O Fliin'saadi-ass 0 BOX 628 EVANSVILLE, IN 47704-0623 812-428-6500 May the discuss this retum with the preparer shown above? (see instructions) No For Paperwork Reduction Act Notice. see the separate instructions. Form 990 (2011) 5384EJ D120 1135471 PAGE 2 TRUST 45-2324423 Form 990 (2011) Page 2 Part Statement of Program Service Accomplishments Check if Schedule 0 contains a response to any question in this Part . . . . . . . . . . . . . . . . . . . . . . . . CI 1 Briefly describe the organization's mission: OUR MISSION IS TO DEVELOP, DISSEMINATE AND APPLY BIBLICAL PRINCIPLES TO ECONOMICS, POLITICS AND SOCIETY AS A WHOLE IN ORDER TO MAKE THE UNITED STATES A COUNTRY WHERE SPIRITUAL AND ECONOMIC PROSPERITY FLOURISHES. 2 Did the organization undertake any significant program services during the year which were not listed on the pnor Form 990 "Yes." describe these new services on Schedule 0. 3 Did the organization cease conducting. or make significant changes in how it conducts. any program serwces"Yes," describe these changes on Schedule 0. 4 Describe the organization's program service accomplishments for each of its three largest program services. as measured by expenses Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others. the total expenses, and revenue, if any, for each program service reported. 4a (Code: )(Expenses$ 1 473 033 including grants of$ 1 192 000 )(Revenue$ DEVELOPING IDEAS ABOUT BIBLICAL FOUNDATIONS OF ECONOMIC FREEDOM INTO BIBLICALLY--PRINCIPLED POLICY POSITIONS AND EDUCATION MINISTRIES, AND DISSEMINATING THESE IDEAS TO THE GENERAL PUBLIC, POLICY MAKERS, ACADEMIC INSTITUTIONS AND CHURCHES. 4b (Code. (Expenses including grants of (Revenue 4c (Code: (Expenses including grants of (Revenue 4d Other program services (Describe in Schedule 0 (Expenses including grants of (Revenue 4e Total program service expenses 1 4 7 3 083 . 990 (20113 5384EJ D120 1135471 PAGE 3 TRUST 45--2324423 Fomi 990 (2011) Page 3 Checklist of Required Schedules . Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule the organization required to complete Schedule B, Schedule of Contributors (see instructionsDid the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Partl . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 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 the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments. or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Did the organization maintain any donor 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, Partl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part Did the organization maintain collections of works of art, historical treasures, or other similar assets? ll "Yes," complete Schedule Did the organization report an amount in Part X, line 21. serve as a custodian for amounts not listed in Part or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part . . . . . 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Paris VIVII, IX, or as applicable a Did the organization report an amount for land, buildings, and equipment in Part X. line 10? If "Yes,"complete Schedule D. Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments--other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Did the organization report an amount for investments-program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Did the organization report an amount for other assets in Part X. line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes,"complete Schedule D, Part IX Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes. "complete Schedule D, PartX a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts Xl, XllWas the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI, Xll, and is optional . . . . . . . . . . . . Is the organization a school described in section If "Yes," complete Schedule . . . . . . . . . . a Did the organization maintain an office, employees, or agents outside of the United StatesDid 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 $1 00,000 or more? If "Yes," complete Schedule F, Parts land Did the organization report on Part IX. column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts Ill and 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? ll "Yes,"complete Schedule G, Pan' I (see instructionsDid the organization report more than $15,000 total of fundraising event gross income and contributions on Part lines 1c and 8a? lf "Yes,"complete Schedule G, PanDid the organization report more than $15,000 of gross income from gaming activities on Part line 9a? lf "Yes,"complele Schedule G, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a 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 financial statements to this return20a 20b JSA 1E10211000 5384EJ D120 l13547l Form 990 (2011) PAGE 4 TRUST 45-2324423 Fomi 990 (2011) Page 4 Part IV Checklist of Required Schedules (continued) Yes No 21 Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? if "Yes," complete Schedule l, Parts land Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes,"complete Schedule l, Parts Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? lf "Yes," complete Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule If go to line 243 Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds246 Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year24d 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes,"complete Schedule L, Partthe organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or If "Yes," complete Schedule L, Partloan to or by a current or former officer, director, trustee, key employee, highly compensated employee. or disqualified person outstanding as of the end of the organization's tax year? If "Yes,"complele Schedule L, Part ll 26 27 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 member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part . . . . . . . . . . . . . . . 27 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? lf "Yes,"complete Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 31 Did the organization liquidate, terminate, or dissolve and cease operations? lf "Yes," complete Schedule N, Pant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If complete Schedule N, Part Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 .7701-2 and 301.7701-3? If "Yes," complete Schedule R, Partl . . . . . . . . . . . . . . . . . . . . . 33 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Parts ll, Ill, lV,andV,line1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 34 35 a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Pan' V, line 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 Partvl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..37 38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 and 19? Note. All Fomi 990 filers are required to complete Schedule Fomi990(2011) JSA E1030 1 000 D120 1135471 PAGE 5 EVANGCHIR4 TRUST 45--2324423 Form 99.0 (2011) Page 5 Statements Regarding Other IRS Filings and Tax Compliance . Check if Schedule 0 contains a response to any question in this Part . . . . . . . . . . . . . . . . . . . . . . Yes No 1a Enterthe number reported in Box3 of Form 1096 Enter -0- if not applicable 1a 6 Enter the number of Forms W-2G included in line 1a Enter -0- if not applicable 1b 0 Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 4 If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b Note. If the sum of lines 1a and 2a IS greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1 .000 or more during the year? 3a If "Yes," has it filed a Form 990-T for this year? If provide an explanation in Schedule 0 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account. securities account, or other financial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 If "Yes," enter the name of the foreign country: See instructions for filing requirements for Form TD 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at anytime during the tax year? 5a Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b If "Yes" to line 5a or 5b, did the organization file Fonn 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? 6a If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductibleOrganizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payer"Yes," did the organization notify the donor of the value of the goods or sennces provided? 7b Did the organization sell, exchange, or othenivise dispose of tangible personal property for which it was required to file Form 8282"Yes," indicate the number of Forms 8282 filed during the year 7d 9 Did the organization receive any funds, directly or indirectly. to pay premiums on a personal benefit contract? 79 Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required'? _7g If the organization received a contribution of cars. boats, airplanes, or other vehicles, did the organization file a Form 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the yeai'? 8 9 Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966Did the organization make a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part line 12 10a Gross receipts, included on Form 990, Part line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter' a 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.) 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 In lieu of Form 1041? 123 If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? 13a 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 qualified health plans 13b Enter the amount of reserves on hand . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? 14a If "Yes," has it filed a Form 720 to report these payments? If "No,"provide an explanation in Schedule 14b Fonn 990 (2011) 5384EJ D120 1135471 PAGE 6 Form 990 (2011) ?vANcc:iiR4 TRUST 45--2324423 Page 6 Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. Check if Schedule 0 contains a response to any question in this Part Section A. Governing Body and Management Yes No 1a Enter the number of voting members of the governing body at the end of the tax year If there are - - . - . - 13 1 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 . . . . . . 1'3 0 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employeeDid the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? . . . 3 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filedDid the organization become aware during the year of a significant diversion of the organization's assetsDid the organization have members or stockholdersDid the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing bodyAre any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing bodyDid the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing bodyEach committee with authority to act on behalf of the governing bodythere any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes,"provide the names and addresses in Schedule 0 . . 9 Section B. Policies This Section requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates"Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposesHas the organization provided a complete copy of this Form 990 to all members of its governing body before filing the fonn? . . 113 Describe in Schedule 0 the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? it go to line Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts12b Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule 0 how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126 13 Did the organization have a written whistleblower policyDid the organization have a written document retention and destruction policyDid the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director,ortop management official . . . . . 158 Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 5b If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions.) 16a Did the organization invest in, contribute assets to, or participate in a Joint venture or similar arrangement with a taxable entity during the year"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 organization's exempt status with respect to such arrangements? 151, Section C. Disclosure 17 18 19 20 JSA 1E10421i000 List the states with which a copy of this Form 990 IS required to be filed Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public ins ection. Indicate how you made these available Check all that apply. Own website Another's website Upon request Descnbe in Schedule 0 whether (and if so, how), the organization made its governing documents. conflict of interest policy, and financial statements available to the public during the tax year. State the name, physical address, and telephone number of the person who possesses the books and records of the 0T9an|Za1|0|'l- PPAUL BROOKS 9400 WEZSTPARK DRIVE #100 MCLEAN. VA 22102 703-962-7377 Form 990 (2011) 1135471 PAGE '7 Form 99012011) TRUST 45-2324423 Page? Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors . Check if Schedule 0 contains a response to any question in this Part . . . . . . . . . . . . . . . . . . . . Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. 0 List all of the organization's current officers. directors. trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D). (E). and (F) if no compensation was paid. 0 List all of the organization's current key employees, if any See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 andlor Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations 0 List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order' individual trustees or directors; institutional trustees, officers; key employees: highest compensated em ployees. and former such persons Check this box if neither the organization nor any related organization compensated any current officer, director. or trustee. (Al (3) (Cl (0) (E) (F) Name and Title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week box. unless person is both an from related ?the" (d th hoisrinioi 3 d"e?t?mm5te?) organisation cofigimelon :2 3 3 organization In Schedule 5 5 5 3 .1, .5 and related 0) 9. 3 ?1 - organizations 9, 3 5 8 'fa 3 ATTACHMENT 1 D. TRUSTEE 8.70 28,000. 52,000. 0 EXECUTIVE DIRECTOR 25.50 124,200. 0 9,375. __l_31 __L4l _l.5l _l.7l _l.3l __L9l -110.) -111.) 11.2.) -113) -114.) JSA Form 990 (2011) 1151041 1 000 5384EJ D120 1135471 PAGE 8 TRUST 45-2324423 Form 990 (2Q11) Page 8 Part VII Section A. Officers, Directors, Trustees. Ke Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per ((10 "of Check morethan One compensation compensation from amount of week box. unless person is both an from related other (descnbe officer and 8 directorltrustee) the orgamzatmns compensation 3 5? S1 organization related :3 3 (w_2l1099_MlSC) organization organizations 9. 5 5 3 and related .n schedule 9- ii .2 0 organizations sub-totaI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 152r200- 52r0?0- 9375- Total from continuation sheets to Part VII, Section A 0 0 0 dTotal(addIines1band1c152,200. 52,000. 9,375. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 1 Yes No 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated I employee on line 1a? If "Yes," complete Schedule for such individual . . . . . 3 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 1 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule for such person . . . . . . . . . . . . . . . . 5 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending with or within the organization's tax year. (A) (B) (C) Name and business address Description of services Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 0 JSA 1E1055 2 000 5384EJ D120 1135471 Form 990 (2011) PAGE 9 Form 990 (2011) TRUST 45-2324423 Page 9 Part Statement of Revenue (A) (B) (C) (Bl M93, Total revenue Related or Unrelated Revenue exempt business excluded from tax em function revenue under sectlons . revenue 512. 513. or514 pt -it 'cf gg 1a Federated campaigns . . . . . . . . 'la 5 Membership dues . . . . . . . . . 1b Fundraising events . . . . . . . . . 10 33% Related organizations . . . . . . . . 1d 13' gfi a Government grants (contributions) . . 18 All other contnbutions. gifts, grants, E5 and similar amounts not included above . 1f 1: 990: 000 3 E2 Noncash contributions included in Iines1a-1f' A Tag. Add lines 1a-'sea Business Code All other program service revenue . . . . . Total. Add lines 2a-Investment income (including dividends, interest. and other similar amountsIncome from investment of tax-exempt bond proceeds . . . 0 5 Royames . . . . . . . . . . . . . . . . . . . . . . . . . 0 Real (ii) Personal ?52 6a Gross rents . . . . . . . . 9 Less rental expenses . . . "eff; Rental income or (loss) . . Net rental income or (lossSecurities (ii) Other 7a Gross amount from sales of assets other than inventory Less cost or other basis and sales expenses . . . . egg: Gain or (lossNet gain or (lossGross income from fundraising 5 events (not including '3 3 of contributions reported on line 1c) 'f See Part IV, line Less direct expenses . . . . . . . . . . 3 5 Net income or (loss) from fundraising events . . . . . . . . 0 9a Gross income from gaming activities See Part IV, line 19 a Less direct expenses . . . . . . . . . . Net income or (loss) from gaming activities . . . . . . . . . 0 10a Gross sales of inventory. less returns and allowances a Less cost of goods sold . . . . . . . . . Net income or (loss) from sales of inventoryMiscellaneous Revenue Buslness Code 11a All other revenue . . . . . . . . . . . . . a Total. Add lines 11a-11d - - - - - 0 'x 12 Total revenue. See instructions . . . . . . . . . . . . . . 1, 930, 914 914 Form 990 (2011) JSA 1E1051 1 one 5384EJ D120 1135471 PAGE 10 Form 990 (2011) TRUST 45--2324423 i=aga10 Statement of Functional Expenses Section 501(c)(3) and 501 (4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (8), (C), and (D). Check if Schedule 0 contains a response to any question in this Part IX Do not I-"dude amounts reported on lines 6b' Total ifigenses Progra(n7i'service and Funt(l?a1sing 71': 85: 9b: and 70') Of Vm- expenses general expenses expenses 1 Giants and other assistance to govemments and organizations in the United States See PartlV, line21 . 1, 192, 000 . l, 192, 000. 2 Grants and other assistance to individuals in the United States. See Part IV, line Grants and other assistance to governments, organizations, and individuals outside the United States See Part IV, lines 15 and 16_ 0 Benefits paid to or for members 0 5 Compensation of current officers, directors, trustees.andkeyemp|oyees . 161,575. 54,824. 106,751. 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons descnbed in section 4958(c)(3)(B) 0 Othersalariesandwages . 170,508. 57,205. 113,303. Pension plan accmals and contnbutions (include section 401(k) and 403(b) employer contributionsOtheremployeebenefits . . . . . . . . . . . . 16: 515- 5: 131- 11:384- 10 Payrolltaxes . . . . . . . . . . . . . . . . . . 21:539- 7:273- 14:415- 1 1 Fees for services (non-employees) a Management . . . . . . . . . . . . . . . . . 0 Legal . . . . . . . . . . . . . . . . . . . .. 40:251- 33:059- 7:192- Accounting . . . . . . . . . . . . . . . . . . 0 Lobbying . . . . . . . . . . . . . . . . . . . 0 9 Professional fundraising services See Pan IV, line 17 0 1' Investment management fees . . . . . . . . . 0 gother . . . . . . . . . . . . . . . . . . . .. 32:447- 57:497- 24:950- 1 2 Advertising and promotion . . . . . . . . . . . Officeexpenses . . . . . . . . . . . . . . . . 25:851- 2:914- 22: 937- 14 Information technology . . . . . . . . . . . . . 0 15 Royalties . . . . . . . . . . . . . . . . . . . . 0 16 Occupancy . . . . . . . . . . . . . . . . . . 27:938- 22:946- 4:992- 11 Travel . . . . . . . . . . . . . . . . . . . .. 34:491- 30:050- 4:441- 1 8 Payments of travel or entertainment expenses for any federal, state, or local public officials 0 19 Conferences. conventions, and meetings . . . . Interest . . . . . . . . . . . . . . . . . . 0 21 Payments to affiliates . 0 22 Depreciation, depletion, and amortization . . . . Insurance 7:075>> 7: 075. 24 Other expenses Itemize expenses not covered above (List miscellaneous aipenses in line 24e If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24a expenses on Schedule 0) 1: 035- 1: 035- 9 All other expenses Total functlonal ax;_enses. Add lines 1 through 24e 1 7 94 520 - 1 473Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation Check here I: if following SOP 98-2 (ASC 958-720) 0 1310521000 990 (20111 5384EJ D120 1135471 PAGE 11 TRUST Form 999 (2011) Page 11 Balance Sheet (A) (3) Beginning of year End of year 1 Cash - non-interest-bearing . Savings and temporary cash investments 2 105 999. 3 Pledges and grants receivable, net 3 0 4 Accounts recewablet net . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary 0, employees' beneficiary organizations (see instructions) 0 6 0 '3 7 Notes and loans receivableInventories for sale or use 6 0 9 Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . 9 18 4 96. 10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule 10a 14 a 047 - Less. accumulated depreciation 10b 1 600 - 010c 12 447. 1 1 Investments - publicly traded securities 0 11 0 12 Investments - other securities. See Part IV, line 11 12 0 13 Investments - program-related. See Part IV, line 11 0 13 0 14 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 14 0 15 Other assets See Part IV, line 11 15 127 . 1 6 Total assets. Add lines 1 through 15 (must equal line 34186. 394 . 17 Accounts payable and accrued expenses . 17 0 18 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 13 0 19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 19 0 20 Tax-exempt bond liabilities 20 0 21 Escrow or custodial account liability Complete Part IV of Schedule 21 0 22 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule 0 22 0 23 Secured mortgages and notes payable to unrelated third parties 23 0 24 Unsecured notes and loans payable to unrelated third parties 0 24 0 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part of ScheduIeD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 25 0 26 Total liabilities. Add lines 17 through Organizations that follow SFAS 117, check here and complete 3 lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets Temporarily restricted net assets 28 0 29 Permanently restricted net assets 0 29 0 .3 Organizations that do not follow SFAS 117, check here and -5 complete lines 30 through 34. ,2 30 Capital stock or trust principal, or current funds 30 3 31 Paid-in or capital surplus, or land, building. or equipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Total net assets or fund balances 0 33 186, 394 . 34 Total liabilities and net assetslfund balances . . . . . . . . . . . . . . . . . . 34 186, 394 . Fomi 990 (2011) JSA 1E1053 1 000 5384EJ D120 1135471 PAGE 12 TRUST Form 990 (2011) Reconciliation of Net Assets Check if Schedule 0 contains a response to any question in this Part 45-2324423 Page12 Total revenue (must equal Part column (A), line 12980, 914 . Total expenses (must equal Part IX, column (A), line 251,794,520. Revenue less expenses Subtract line 2 from Iine1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186, 394 . 0 Net assets or fund balances at beginning of year (must equal Part X, line 33. column . . . . . . . . Other changes in net assets or fund balances (explain in Schedule Net assets or fund balances at end of year Combine lines 3, 4. and 5 (must equal Part X, line 33, column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 186, 394 . Financial Statements and Reporting Check if Schedule 0 contains a response to any question in this Part XII . . . . . . . . . . . . . . . . . . 2a 3a Accounting method used to prepare the Form 990: CI Cash Accrual I: Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0 Were the organization's financial statements compiled or reviewed by an independent accountant? Were the organization's financial statements audited by an independent accountant? . 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 financial statements and selection of an independent accountant?_ If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0 If "Yes" to line 2a or 2b. check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both: Separate bass Consolidated basis Both consolidated and separate basis 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 If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule 0 and describe any steps taken to undergo such audits Yes No 2a 2b 2c 3a 3b JSA 1E1054 1 000 5384EJ D120 1135471 Fonn 990 (2011) PAGE 13 SCHEDULE [3 OMB No 1545-0047 Supplemental Financial Statements (Form 990) - Dcomplete if the organization answered "Yes," to Form 990. Departmentonhe Treasury Part IV, line 6, 7, 8, 9, 10, 11a. 11b, 11c. 11d. 1.19. 11f,.12a. or 12b. Open tq Pubnc iniemai Revenue semi,-e Attach to Form 990. See separate instructions. Inspection Name of the organization Employer Identification number TRUST 45-2324423 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV. line 6. Donor advised funds Funds and other accounts Total number at end of year . . . . . . . . . . . Aggregate contributions to (during year) . . . . Aggregate grants from (during yearAggregate value at end of year . . . . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property. subject to the organization's exclusive legal controlDid the organization inform all grantees, donors. and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor. or for any other purpose conferring impermissible private benefitconservation Easements. Complete if the organization answered "Yes" to Form 990. Part IV. line 7. 1 Pur ose(s) of conservation easements held by the organization (check all that apply) I'll-F0070-3 Preservation of land for public use recreation or education) Protection of natural habitat Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Preservation of an historically important land area Preservation of a certified historic structure Held at the End of the Tax Year Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . Number of conservation easements on a certified historic structure included Number of conservation easements included in acquired after 8/17/06, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . 2d 3 Number of conservation easements modified. transferred, released, extinguished. or terminated by the organization during the tax year 4 Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring. inspection. handling of violations, and enforcement of the conservation easements it holdsStaff and volunteer hours devoted to monitoring. inspecting, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B) (I) and sectIon170(h)(4)(B)(iiPart XIV. describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet. and include, if applicable. the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements Part Organizations Maintaining Collections of Art. Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV. line 8. 1a If the organization elected, as permitted under SFAS 116 (ASC 958). not to re ort in its revenue statement and balance sheet works 0 art. historical treasures. or other similar assets held for public exhi ition. education. or research in furtherance of public service. provide. in Part XIV, the text of the footnote to its financial statements that describes these items. If the organization elected, as permitted under SFAS 116 (ASC 958). to report in its revenue statement and balance sheet works of art. historical treasures. or other similar assets held for public exhibition. education. or research in furtherance of public service. provide the following amounts relating to these items Revenues included in Form 990. Part line (ii) Assets included in Form 990. Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 If the organization received or held works of art. historical treasures. or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990. Part line Assets included in Form 990. Partx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . For Paperwork Reduction Act Notice. see the Instructions for Form 990. Schedule (Form 990) 2011 JSA 1E12681000 5384EJ D120 1135471 PAGE. 18 Schedule (Form 990) 2011 5 TRUST 45-2324423 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Loan or exchange programs Other Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its Scholarly research 9 XIV collection items (check all that apply)' Public exhibition Preservation for future generations Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds ratherthan to be maintained as part of the organization's collectionEscrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a -0.00.0 2a 1a is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El Yes No If "Yes," explain the arrangement in Part XIV and complete the following table. Amount Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Additions during the year Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f Did the organization include an amount on Form 990, Part X, line 21? If "Yes," explain the arrangement in Part XIV Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. Cunent year Pnor year Two years back Three years back 1c (0) Four years back Beginning of year balance . . . . Contributions . . . . . . . . . . . Net investment earnings, gains, and losses . . . . . . . . . . . . . Grants or scholarships . . . . . . Other expenditures for facilities . and programs . . . . . . . . . . . Administrative expenses . . . . . End of year balance . . . . . . . . 2 Provide the estimated percentage of the current year end balance (line 1g, column held as: a Board designated or quasi-endowment Permanent endowment ?/Ta -- Temporarily restricted The percentages in lines 2a, 2b, and 2_c_s_hould egu_al 100% 138 Are there endowment funds not in the possession of the organization that are held and administered forthe organization by: Yes No unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(i) (ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3a(ii) If "Yes" to 3a(ii), are the related organizations listed as required on Schedule . . . . . . . . . . . . . . . . . . 3b 4 Describe in Part XIV the intended uses of the organization's endowment funds Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description 01' property Cost or other basis lb) Cost or other basis (cl Accumulated Book value (investment) (other) depreciation 1a Land . . . . . . . . . . . . . . . . . . . . . Buildings . . . . . . . . . . . . . . . . . . Leasehold improvements . . . . . . . . . . 2 27 9 7 6 2 203 Equipment . . . . . . . . . . . . . . . . . 11,768. 1,524. 10,244. Other . . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column must equal Form 990, Part X, column (B), line . . . . . . 12 447 . Schedule (Fomi 990) 2011 JSA 1E1269 1 000 5384EJ D120 1135471 PAGE 19 EVANGCHIR4 TRUST 45-2324423 Schedule (Form 990) 2011 Page 3 lnvestments - Other Securities. See Form 990, Part X, line 12. Description of security or category Book value Method of valuation (including name of security) Cost or end-of-year market value (1) Financial derivatives . . . (2) Closely-held equity interests Total (Column must equal Form 990. Part X. col (3) line 12 Investments - Program Related. See Form 990, Part X, line 13. Description of investment type Book value Method of valuation Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column must equal Form 990, Part X, Co! (B) line 13 Other Assets. See Form 990, Part X. line 15. Description Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column must equal Form 990, Part X, col' (8) line 15Other Liabilities. See Form 990, Part x, line 25. 1 . Description of liability Book value 5' I (1) Federal income taxes (2) .-- (.1 (3) . (4) (5) (5) (7) (8) (9) (10) ff' L11) Total. (Column must equal Form 990, Part): col (3) line 25) 2. FIN 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740) Schedule (Form 990) 2011 5384EJ D120 1135471 PAGE 20 JSA 1 000 TRUST Schedule (Form 990) 2011 Page 4 Part XI Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements . 1 Total revenue (Form 990, Part column (A), line 12) . 1 2 Total expenses (Form 990, Part IX, column (A), line 25) . 2 3 Excess or (deficit) for the year. Subtract line 2 from line 1 3 4 Net unrealized gains (losses) on investments 4 5 Donated services and use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 6 Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 3dJ"5""e"Other (Describe Part XIVTotal adjustments (net) Add lines 4 through 8 9 10 Excess or (deficit) for the year per audited financial statements Combine lines 3 and 9 1o Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements 1 2 Amounts Included on line 1 but not on Form 990, Part line 12: a Net unrealized gains on investments 2a Donated services and use of facilities 213 Recoveries of prior year grants . 2c Other (Describe irr Part . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d 9 Add ""95 23 "'r?U9h . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 3 Subtract line 29 from |ine1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Amounts included on Form 990, Part line 12, but not on line 1. a Investment expenses not included on Form 990, Part line Tb 4a other (De5?"Add ""Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 5 Part Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 1 Total expenses and losses per audited financial statements 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25- a Donated services and use of facilities 23 Pnor year adjustments . . . . . . . . . . . . . . . . . . . . . . 2b other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 other (DesCr.lb.e ;n.P.arAdd lines 2a through Amounts included on Form 990, Part IX, line 25, but not on line 1: a investment expenses not included on Form 990, Part line 7b 4a Other (Descnbe in Part XIV413 Add [mes Total expenses Add ii'ne's'3'a'nd' dc". (Tine I-i-ib?r 'P.'ari if line isPart XIV Supplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part lines 1a and 4, Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2. Part XI, line 8, Part XII, lines 2d and 4b; and Part lines 2d and 4b Also complete this part to provide any additional information 1E12711000 5384EJ D120 ll35471 Schedule (Form 990) 2011 PAGE 2 1 Schedu|eD(Form 99o)2o11 TRUST Part XIV Supplemental Information (continued) 45--2324423 Page 5 JSA 1E12262000 5384EJ D120 1135471 Schedule (Form 990)2011 PAGE 2 2 mm momm omS Arvomw Aomm E._Ou_v Eauonum ._Oh 00% .0030: H01 COSUDUQK unf tam m_nm. 9.: u2m__ EoEEm>om ucmfimzovwom cozowm ho ind -u:.uD ||flmJ| 1:34: IIHUI nudmqu nudmqu aided: emommsm 52 52 coo; 72 6:3 mofimw .z?mqu: co: mimo oowm yam Iflelmdal flag: amommbm flamzmu 52 $2 .o8:u.2; 6:3 nmmowmouom ommom ou duzflam umw flu: uocmfifimm uocmfiaum . eu.?o fin. a_nmu._qnm EoEEm>om Ema E. .8 E. cfimwmfiofiflwfifi. .8: 3 .3 58 S.uw..mE< G. 8.5% om_ .3 2m. 3. mmeuum ucm mEmz cm? w.oE _om>_mom: Em_a_om._ mco o: xon xomco m:oE umzmom: E5 >cm dam 2 u2o3mcm m5 2m_aEo0 .mBSm 25:: 2: _u:m B:oEEo>o0 3 ao:Sm_wm< .550 .25 .m2E.w umecn m? muca Em._m .6 mm: 9: .8 mmzzuwooa 9: 2 tan. mncommo oz_H_ mo>.mmwEEm 9: 3.55 9: .6 E:oEm 9: 2 m_Eoom: 9: mmoo ou:_3m_mm< uca co ampme ?mmuoz?>m co_fin_cmm._o 05 .0 uEmz muccom o:co>om EuE:mn_mo I .cnE:: ._o>o_nEm .23 3 A .- .0 tun. dam 3 uw..o.sw:m 9: 2o_nEoU 2 :30 moufim 32:: 9: ucm 3% _m4:nm:om SEE as 3 oo:3m_mm< $50 ucm mo?m :33 83 Eon: 2=u2_um Hn?mmHH ONHQ map omamqmzou mH azmmu HEB mmem? mammsomm MEB .maz:m Hzmmo MIR mo mma MIH ZO IUHE3 mmaomuomm DZHKOBHZOE ozm 3mH>mm Omdfi ezmmo mme mo wzoz? _mom mozsm ezmmw MIR mo mwa MIR zo mzoHeHmH:omm OH mama mez?mo MIB .mezm2mmHDomm mo eomnomm mo HDOIHH3 mezmmo emowmam amoH>omm MEB mozam HZQKU WZHH .H Emma .H MADQHIUW mo mm: MIR UZHMOBHZOZ mom _m:o_Euum 550 ucm .m tan. 5 co_.mE_oE_ m5 m_o_>oE 2 two. 2m_qEoo 5 oocfimfinu zmmo?o: Cufib Sauna. uo?us_ .3 3 .3 Ema came 5 .3 mEma_u2 .6 .3522 E. oocafimma 6 Ema he .3 dmummc m_ momdm ficoafium u2mo__a:u on E8 tmn_ MN .2 tan dam E.ou co co=mNEmm.o 9: m..w_aEo0 .m3$m on. 8 wo:Sm_mm< 350 new wEm._0 Nam 3 Eu. 8% o_..uofim emama qmmuwzm>m SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury Intemal Revenue Service Name of the organization TRUST GOVERNING BODY FORM 990, PART IN ADDITION TO OMB No 1545-0047 Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. >Attach to Form 990 or 990-EZ. Open to Public Inspection Employer Identification number 45-2324423 AND MANAGEMENT VI, SECTION A, LINE 7A THE EXISTING TRUSTEE HAVING THE ABILITY TO ELECT A SUCCESSOR TRUSTEE, A SEPARATE LLC HAS THE POWER TO APPOINT ANOTHER TRUSTEE SUBJECT TO CERTAIN LIMITATIONS. FORM 990 REVIEW FORM 990, AN INDEPENDENT PART VI, SECTION B, LINE 11B ACCOUNTING FIRM PREPARED AND REVIEWED THE FORM 990. A FULL DRAFT OF THE 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO INTERNAL MANAGEMENT AND OUTSIDE LEGAL COUNSEL FOR QUESTIONS ARE ADDRESSED AND ANY MODIFICATIONS ARE MADE, THE FINAL FORM REVIEW. ALL IF NECESSARY. 990 ALONG WITH ALL REQUIRED SCHEDULES IS THEN PROVIDED TO THE TRUSTEE PRIOR TO FILING WITH THE IRS. CONFLICT OF INTEREST POLICY FORM 990, THE TRUSTEE IS PART VI, SECTION B, LINE l2C COVERED UNDER THE CONFLICT OF INTEREST POLICY. OUTSIDE LEGAL COUNSEL MEETS TO REVIEW THE POLICY AND ANY POTENTIAL CONFLICTS. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. JSA 1512272000 5384EJ D120 Schedule 0 (Form 990 or 990-EZ) (2011) 1135471 PAGE 25 Schedule 0 (Form 990 or 990-EZ) 2011 Page 2 Name of the organization Employer Identification number TRUST 45-2324423 PROCESS FOR DETERMINING TRUSTEE, OFFICER OR EMPLOYEE COMPENSATION FORM 990, PART VI, SECTION B, LINE l5A THE ORGANIZATION FIRST HIRED EMPLOYEES DURING THIS TAX BECAUSE ALL OF THESE CONTRACTS FELL WITHIN THE SECTION 4958 BITE NO SAFE HARBOR PROCEDURE WAS REQUIRED. FOLLOWING THE INITIAL HIRES, THE ORGANIZATION ESTABLISHED THE FOLLOWING SECTION 4958 COMPLIANCE PROCEDURE: THE ORGANIZATION WILL ENGAGE A HUMAN RESOURCES CONSULTING ORGANIZATION TO PERFORM A COMPENSATION STUDY. THE CONSULTING ORGANIZATION WILL USE DATA FROM COMPARABLE NON-PROFITS TO ESTABLISH A REASONABLE COMPENSATION LEVEL FOR THE TRUSTEE, OFFICER OR EMPLOYEE. IN ADDITION, THE ORGANIZATION WILL OBTAIN PROFESSIONAL OPINION OF COUNSEL AS TO WHETHER THE PROPOSED LEVEL OF COMPENSATION WOULD BE AN EXCESS BENEFIT TRANSACTION AND REFER MATERIAL TO AN INDEPENDENT DECISION MAKER. AVAILABILITY OF DOCUMENTS FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL REQUIRED DISCLOSURES AVAILABLE TO THE PUBLIC UNDER IRS REGULATIONS. ATTACHMENT 1 FORM 990, PART VII, COLUMN - ESTIMATED AVERAGE PER WEEK NAME AND TITLE HOURS DEVOTED FOR RELATED ORGANIZATION PAUL BROOKS TRUSTEE 31.30 HUGH WHELCHEL EXECUTIVE DIRECTOR 14.50 JSA Schedule 0 (Form 990 or 990-EZ) 2011 1E12282000 5384EJ D120 1135471 PAGE 26 hm H333 ONHQ acclaim: EOE O5 DEM .UU--..--O2 uU< COWUDUUK XLOEOQNL LOL moomoom?m .325 S2 .2 .8 am we 8EozoH,_ LE Bzozoum mmoz ?55 mom oz znxurom cosumm 3.20.. 3 cozoow 62.0 msfium >E.mcu coauom 280 EEoxm ofifiv u_.o_Eou Esaom EmE:n_ uofioto z_m ucm _mw2uum .oEwz .2 .3 =3 .3 3. =3 Emmi xmu me. EEoxm.xE u2m_m._ 29.: 9.0 um; 2 wwsmown vm me: dam 2 umzmimcm :o=mN_cm9o 9: 2 2m_aEooV EEmxm.xa._. u3m_om_ no :o_F.uEEwu_ ANIVI . Ez .80 .23 2933 :.mm8NI2. 013 .520 3 Zzco ccucaou 3.22 89:0 uEou..= 0:23 m__o_Eou 33.. >E5uu exam Bu._mmEm_u .6 z_m Em .252 .3 .3 3. 3 <>m:m :oamN_:m9o o5 m.o_n_Eoo. cmu._wmo._m_n_ no amaze ._o>oEEm 2: _o oEmz 223$ umm A dam 3 caste. A 855m BEBE 95 EaEtmn_uo umfiimca m5 3w_nEou A 6322:: ucm _u3m_om Hmome $Eoozm>m oz m_2o mm mo?m omfio coo. mon_w. 5a :3 38 zoHa?mommou-u uzm ouomw mo ?e?o v.m- .?Hmoz?xmq? mum mam mung zoHacmommou-u amama mazmza mo >>z?mzou ozHaao= m> .<55 383 ummEou._on_ .326 Emcw >55 .6 ?5 62.0 u__u_Eou amfi .cmE:n_ uofio. 3 2m ucm dmufium mccsu .0 :o_.m.oq._oo mm um.mm._. uo.m_2 oco mmzmown vm .2 two. dam 0. .u9w>>m:m 05 m.o_aEo0. mm umufiom no :o=moEucou_ --.Mfl -.mw -.mm oz mo> oz mw> .32 205$ T1 o__.._uocuw .52.: .6. amaze. tuctnn uwuauxm 3 Ema. coznucmeo uu_m_u. mc_mmcwE on .85 flummu oEouc_ o_.u_Eou mumEoEmn_ 3 H550 0.96 .22 .33 z_m_ ucm .952 .1. c. .2. xm. m? 9__5u mm um.m_m: 20E 9.0 mmzmomn . V0 twn_ 0. uw._m3m_._m ms. 2 303500. mm m_._O_umN_cmm._O mo mama :8 68 o_=u2_uw swamp mm omaa :3 88 Son. 2..u2.um <2 3. 3. 5 >5 emame mHzmE. uo>_o>E E3 Em cum. we: mc_c_E.3uv 350.2 550 he oEmz .2 3. new maEm:o__m_m: u9m>oo 25 2m_nEoo 335 on? so .2 9: m. 96am 9: .3 Eu 2 Eamcm 9u2m_m_ 5.EmEa_:u2m_w;n aEw.mnEmE.o mmozcmm .AmEo_.mN_cmm.o u2m_m:o_mco_:2_o__om mmetmm oocmE.otmn_ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . u2m_m.. .-- fiwxfi . . .b_Ew um__o:coo vm.m__ u9m_m._ 99: .0 mac 5.3 0:10 acm c_ 9: Eu x2 9.: mcczo --. .a_:um:om C. D03: m. 55tmn_ dam 2 vm.mBm:m m5 2m_aEooV uEm_om_ 5:5 6% Eon: o=.u2.um smome wmmuozgm om momn. ONHQ So 0.. (Mn :3 33 EtonIIQWT I|?Wfl no> coaoon 300.. Etc: x.m. Eo: ?_._uocum 233 nmxuuwom _u0U:_uxw cm .69 ..Eo.fiuo=n coauww oEoo..__ 3.22 253 . . uoflcufion. .5 .Eo.._u0 anon. .6 Emzw Pacw Eoctan 24. .:mc_Eo_uEn. o_U_Eo_u bzcu .6 z_m EH mmfluum uEmz Emtmo :o_m:_oxw mam um.m_wum5mmwE. 3. Ewnzon. ma. umzozucoo 92 no.5: mm uoxm. comm .2 m:_3o__2 9: musoi ..nm tun. co um.m..sm:m ms. 2m_aEooV a mu o_nmxm.r u3u_oE: woman. . :8 38 swamp . 0 5 TRUST 45-2324423 Schedule (Fonn 990) 2011 Page 5 Supplemental Information Complete this part to provide additional information for responses to questions on Schedule (see instructions). Scheduie (Form 990) 2011 1E151U 2 000 5384EJ D120 ll3547l PAGE 31 I I Fm, 8868 Application for Extension of Time To File an (Rev Januarv2012) Exempt Organization Return one No 15454709 E')epartment ofthe Treasury iniemei Revenue semee File a separate application for each return. 0 if you are filing for an Automatic 3-Month Extension, complete only Part I and check this box 0 If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form). Do not complete Part it unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Electronic filing (e-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time You can electronically file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Retum for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions) For more details on the electronic filing of this form, visit gov/efile and click on e-file for Charities 8. Nonprofits Automatic 3-Month Extension of Time. Only submit original (no copies needed). A corporation required to file Form 990--T and requesting an automatic 6-month extension - check this box and complete Part I only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . All other corporations (including 1120-C filers), partnerships, REMICS, and trusts must use Form 7004 to request an extension of time f0 file income tax returns Enter filer's Identifying number, see Instructions Name of exempt organization or other filer, see instructions Employer identification number (law) or Type or EVANGCH4 TRUST - 45--2324423 Number, street. and room or suite no If a 0 box. see instructions semai Security number (SSN) filing your 8400 WESTPARK DRIVE #100 City. town or post office, state. and ZIP code For a foreign address. see instructions MCLEAN, VA 22102 Enter the Return code for the return that this application is for (file a separate application for each returnApplication Return Application Return Is For Code Is For Code Form 990 01 Form 990-T (corporation) 07 Form 990-BL 0 2 Form 1041 -A 0 8 Form 990--EZ 01 Form 4720 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 1 1 Form 990-T (trust other than above) 0 6 Form 8870 1 2 0 The books are in the care of PAUL BROOKS Telephone No. 703 962-7377 If the organization does not have an office or place of business in the United States. check this box . 0 If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group. check this box If it is for part of the group, check this box . . and attach a list with the names and of all members the extension is for. 1 I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time until 01/15 20 13 to file the exempt organization return for the organization named above. The extension is for the organization's return for: I calendar year 20? or tax year beginning 2011 . and ending 05/31 20 12 2 If the tax year entered in line 1 is for less than 12 months. check reason. Initial return Final return Change in accounting period 3a If this application is for Form 990--BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 33 If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit 31; Balance due. Subtract line 3b from line 3a Include your payment with this form, if required, by using (Electronic Federal Tax Payment System) See instructions. Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-E0 and Form 8879-E0 for payment instructions. For Privacy Act and Paperwork Reduction Act Notlce, see Instructions. Fonn 8868 (Rev 1-2012) JSA 1F8054 PAGE 2 Form 8868 (Rev 1-2012) Page 2 I If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. 0 If ou are filing for an Automatic 3-Month Extension, complete only Part I (on page 1). Additional (Not Automatic) 3-Month Extension of Time. Only file the origi_naI (no copies needed). Enter fl|er'e identifying number, see Instructions Name of exempt organization or other filer, see instructions Employer identification number (EIN) or Type or print EVANGCH4 TRUST 45--2324423 Number, street. and room or suite no If a 0 box, see instructions Social security number (SSN) File by the duedatefor 8400 WESTPARK DRIVE #100 El City, town or post office. slate. and ZIP code For a foreign address, see instructions instnictions MCLEAN VA 2 2 1 02 Enter the Return code for the return that this application is for (file a separate application for each returnApplication Return Application Return Is For Code Is For Code Form 990 01 Form 990-BL 02 Form 1041-A 08 Form 990-EZ 01 Form 4720 09 Fonn 990-PF 04 Form 5227 10 Form 990-T (sec. 401 or 408(a) trust) 05 Form 6069 1 1 Form 990-T (trust other than above) 06 Form 8870 1 2 Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8368. 0 The books are in the care of PAUL BROOKS Telephone No. 703 962-7877 FAX No 0 If the organization does not have an office or place of business in the United States, check this box I: 0 If this is for a Group Retum, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box If it is for part of the group, check this box and attach a list with the names and ElNs of all members the extension is for 4 I request an additional 3-month extension of time until 04 /15 20 13 5 For calendar year or other tax year beginning 06/01 20 ll and ending 05/31 . 20 12 6 If the tax year entered in line 5 is for less than 12 months, check reason. Change in accounting period XI [Initial return I [Final return 7 State In detail why you need the extension ADDITIONAL TIME IS REQUIRED TO ACCUMULATE THE INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN. 8a If this application is for Form 990-BL, 990-PF, 990--T, 4720, or 6069. enter the tentative tax, less any nonrefundable credits See instructions If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868 Balance Due. Subtract line 8b from line 8a. Include your paymentwith this form. if required, by using EFTPS (Electronic Federal Tax Payment System) See instructions. Signature and Verification must be completed for Part II only. Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct, and complete, and that I am authonzed to prepare this Signature JSA 1FBO554000 5384E.J D120 1135471 Date Form 8868 (Rev 1-2012) PAGE 1