..

Return of Organization
Form-990.

DAddress
change
DName
change
01mt1al
return
DF1nal
return
DAmended
return
DApphcat1on
pending

G
J
K

Please
use IRS
label or
print or
type
See
Specific
lnstruc
t1ons

D Employeridentificationnumber

C Nameof organization

Ji'reedomWorks

Foundation,

Inc.

52-1526916

IRoom/suiteETelephonenumber

Numberandstreet(or P.O.box 11ma1l1snot deliveredto streetaddress)

1775

Pennsvlvania

Avenue,

1100

NW

DC

202-783-3870

F Actounbng
method D
D (specify)
Other
~

Cityor town,stateor country,andZIP+ 4

Washinaton.

Opento Public
Inspection

andending

A Forthe 2005calendaryear, or tax year beginning

Check If
applicable

2005

Undersection501(c),527, or 4947(a)(1)of the InternalRevenueCode(exceptblacklung

benefittrust or privatefoundation)
~ Theorganization
mayhaveto usea copyof this returnto satisfystatereportingrequirements.

Department of the Treasury

Internal Revenue Service

OMB No 1545-0047

Exempt From Income Tax

20006

Cash

[xJ

Accrual

Section501(c)(3)organizationsand4947(a)(1)nonexemptcharitabletrusts
mustattacha completedScheduleA (Form990or 990-EZ).

H and I are not appltcable to section 527 orgamzat,ons.

H(a) Is this a groupreturnfor affiliates? Dves
00No
H(b) If "Yes,'enternumberof affiliates~
Website:~www. f reedomworks.
ora
NLA
Organizationtype (cheek
onlyone)~ [xJ 501(c)( 3
)<11111
Onser1no) D
4947(a)(1)or D
527 H(c) Areall aff1hates
included? N/A Dves
0No
( If "No,'attacha hsL)
Checkhere ~ D
1fthe orgamzat1on's
grossreceiptsarenormallynot morethan$25,000.The
H(d) Is this a separatereturnfliedby an oraamzat1on
coveredbv a grouoruhna? Dves
organizationneednot Ille a returnwiththe IRS;but 1fthe organization
choosesto filea return,be
CxJNo
sureto file a completereturn.Somestatesrequirea completereturn.
Number~
N/A
I GrouoExemot1on
1fthe organization
1snot requiredto attach
M Check~ D
Sch.B (Form990,990-EZ,or 990-PF).
Grossreceipts:AddImes6b, Bb,9b,and 10bto lme12~
3 836 175.

I Part 11 Revenue,
1
a
b
c
d

Cl)

::i

c
~
Cl)

2
3
4
5
6a
b
c
7
8 a

a:

b
c
d
9
a

b
c
10 a
b
c
11
12
13
Cl)
Cl)
14
Cl)
cCl)
15
Q.
)(
w 16
17
18
Cl)
19
a,G>
zlll 20
<
21

Expenses, and Changes in Net Assets or Fund Balances

Contnbutmns,
gifts,grants,ands1m1lar
amountsreceived:
Directpublicsupport
1a
Indirectpublicsupport
1b
contributions(grants)
Government
1c
noncash$
Total (addImes1athrough1c) (cash$
3,684,002.
Programservicerevenuemcludmggovernmentfeesandcontracts(fromPartVII, lme93)
Membershipduesandassessments
Intereston savingsandtemporarycashinvestments
D1v1dends
andinterestfromsecurities
Grossrents
See Statement
1 ] 6a ]

3.684

002.
)

1.887.
143.680.

Sc
7

-----

RECEIVED

OS 20tl6

- OGDEN.Ui

~~~f.1eLHA

002.

143.680.

Less:rentalexpenses
6b
Netrentalincomeor (loss)(subtractlme6b from lme6a)
Otherinvestmentincome(describe~
l
(
Grossamountfrom salesof assetsother
(Al Securities
(Bl Other
thaninventory
Sa
Less:cost or otherbasisandsalesexpenses
Sb
ScGamor (loss)(attachschedule)
Netgamor (loss)(combinelmeBe,columns(A) and(Bl)
Specialeventsandact1v1t1es
(attachschedule).If anyamount1sfrom gaming,checkhere~ D
Grossrevenue(not mcludmg$
of contributions
reportedon lme1a)
9a
Less:directexpensesotherthanfundra1smg
expenses
9b
Netincomeor (loss)fromspecialevents(subtractlme9b from lme9a)
Grosssalesof inventory,lessreturnsandallowances
1oa
Less:cost of goodssold
10b
Grossprofit or (loss)fromsalesof inventory(attachschedule)(subtractline 10bfrom line 10al
Otherrevenue(fromPartVII, lme103)
Total revenue(addImes1d 2 3 4 5 6c 7. Bd 9c 10c and 111
v,
Programservices(fromlme44, column(Bl)
0I
Management
andgeneral(from lme44, column(C))
MAY
<f>.
"'""
LO
_Q':
Fundra1sing
(from lme44,column(D))
Paymentsto affiliates(attachschedule)
Total exoenses(addImes16and44 column(All
Excessor (deficit)for theyear(subtractlme17fromlme12)
Netassetsor fundbalances
at begmmngof year(fromlme73, column(A))
Otherchangesm netassetsor fundbalances(attachexplanation)
2
See Statement
Netassetsor fundbalancesat endof year(combineImes18, 19,and20)
~

3,684

1d
2
3
4
5

Sd

9c

10c
11
12
13
14
15
16
17
18
19
20
21

6.606.
3.836 175.
1. 892 862.
457 890.
683 127.
3.033 879.
802.296.
<262.488.
>
<89 268. >
450.540.

ForPrivacyAct andPaperwortReductionAct Notice,seethe separateinstructions

Form990(2005)

15430429

739466

FWFoundation

2005.05050

FreedomWorks

Foundation,

In

FWFOUNDl

FreedomWorks

Form 990 20~5

Pari: II

Statement of
Functional Expenses

Foundation

Inc.

52-1526916

Pa

e2

All orgamzat1ons
mustcompletecolumn(A). Columns(B), (C), and (D) arerequiredfor section501(c)(3)
and (4) orgamzat1ons
andsection4947(a)(1)nonexemptcharitabletrusts but optionalfor others.

Do not include amounts reported on /me

6b, Bb, 9b, 1Ob, or 16 of Part I.

(B) Program

(A)Total

services

(C) Management
and general

(D) Fundra1smg

22 Grants and allocations (attach schedule)

(cash

0 noncash $

II this amount includes foreign grants. check h'"'e

0.

23 Specific assistance to 1ndiv1duals(attach

schedule)
24 Benefits paid to or for members (attach
schedule)
25 Compensation of officers, directors, etc.* *

22
23

24
25
Other salaries and wages
26
Pension plan contributions
27
Other employee benefits
28
Payroll taxes
29
Professional fundra1smgfees
30
Accounting fees
31
Legal fees
32
Supplies
33
Telephone
34
Postage and sh1pp1ng
35
Occupancy
36
Equipment rental and maintenance
37
Pnnt1ngand pubhcat1ons
38
Travel
39
..
Conferences, conventions, and meetings
40
Interest
41
Deprec1at1on,depletion, etc (attachschedule) 42
Other expenses not covered above (rtem1ze):

26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
a
b
c
d
e
f
g See Statement
3
44 Total functional expenses. Add Imes 22
through 43. (Organizations completing
columns (B)-(D),carry these totals to lines
13-15)

587.785.
609,709.

43a
43b
43c
43d
43e
43f
43a

430 290.
502 sos.
44,884.
41 503.

75 533.
43 653.

81 962.
63 551.

7 129.
7 971.

10 757.
9 861.
199 400.

62,770.
59.335.
199,400.
75.327.
18,536.
15.385.
46,618.
10.758.
308,145.
28.427.
16.772.
297,983.
66 989.

8.112.
33,836.
6.463.
215,516.
20.008.
12,952.
186.552.
15,139.

31 710.

22.178.

4,262.

5,270.

598 230.

352.924.

158.689.

86,617.

75 327.
18 536.
6 065.
7,513.
1 508.
41, 415.
3.764.

1 208.
5.269.
2.787.
51,214.
4.655.
3,820.
105. 381.
51,375.

6.050.
475.

44
3.033 879.
1 892 862.
457,890.
683 127.
Joint Costs. Check ~
If you are following SOP 98-2.
Areany Jointcostsfrom a combinededucationalcampaignand fundra1smg
sohc1tat1on
reportedm (B) Programservices?
....
Yes [x] No
If "Yes; enter(i) the aggregateamountof theseJointcosts$
N /A
; (ii) the amountallocatedto Programservices$ __
-'N=-'-/-=-A"---liiil the amountallocatedto Management
and general$
N /A
: and (iv) theamountallocatedto Fundra1smg
$
N /A

Form990 (2005)
**

See Statement

523011
02-03-06

15430429

739466

FWFoundation

2005.05050

FreedomWorks

Foundation,

In FWFOUNDl

Form990

FreedomWorks

20 5

Foundation

Pait Ill Statement of Program Service Accomplishments

52-1526916

Inc.

Pa

e3

(See the mstruct,ons.)

Form 990 1savailable for public inspection and, for some people, serves as the pnmary or sole source of information about a particular organization.
How the public perceives an organization 1nsuch cases may be deterrruned by the information presented on its return. Therefore, please make sure the
return 1scomplete and accurate and fully descnbes, 1nPart Ill, the organization's programs and accomplishments.
What 1sthe organization's pnmary exempt purpose? ~

See

Statement

ProgramService
Expenses
(Requiredfor 501(c)(3)
and (4) orgs., and
4947(a)(1)trusts; but
optionalfor others.)

All organizations must describe their exempt purpose achievements 1na clear and concise manner. State the number of
chants served, publications issued, etc. Discuss achievements that are not measurable. (Section 501 (c)(3) and (4)
organizations and 494 7(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others )

a Federal
reformina
taxation.
reform

and State
Federal
social
and other

(Grants and allocations

on
Camoaians:
Research
& education
nolicies
in areas
such as
and state
soendina
oolicv
litiaation
securitv
issues.
mission-related

b Public

Affairs:
Research
Federal
reaulations
will
throuah
nrint
information
education.

(Grants and allocations

) If this amount includes fore1an arants check here

) If this amount includes fore1an arants check here

c Other
Various
oroarams
aimed at oromotina
Core Proarams:
economic
nolicies
throuah
education
and
consumer-focused
research
in both domestic
and international
economic
markets.
(Grants and allocations

) If this amount includes fore1on orants check here

(Grants and allocations

$
Other program services (attach schedule)

If this amount includes fore1an arants check here

(Grants and allocations

If this amount includes fore1an arants check here

Total of Program Service Expenses (should equal hne 44, column (B), Program services)

1 444.899.

214.783

233,180.

on how reducina
and education
imorove
the economv bv disseminatina
broadcast
media
and on-line

D
D
1,892,862.
Form990 (2005)

523021
02--03--06

15430429

739466

FWFoundation

2005.05050

3
FreedomWorks

Foundation,

In FWFOUNDl

Form 990 (20P5)

I Pal't IV I Balance Sheets

Free d omWor k s Foun d at1on.

52 - 1526916

Inc.

Note: Where requtred, attached schedules and amounts within the descnpt,on column
should be for end-of-year amounts only.

Cash - noninterestbeanng

46

Savings and temporary cash investments

C/1
GI
C/1
C/1

<

(B)
End of year

45

512 462.

46

47 a Accounts receivable

47a

b Less: allowance for doubtful accounts

47b

48 a Pledges receivable
b Less: allowance for doubtful accounts

48a

50

(A)
Beginning of year

146.880.

45

49

Page

(See the mstruct,ons.)

47c

68.192.
300,000.

48b

48c

68 192.

49

Grants receivable
Receivables from officers, directors, trustees,
and key employees

50

I 51a I

51 a Other notes and Joans receivable

b Less. allowance for doubtful accounts

51c

51b

52

Inventories for sale or use

53

Prepaid expenses and deferred charges

54

Investments securities

52

..

38,967.
Cost

.,.. D

DFMV

53

4,296.

54

55 a Investments land, bu1Jd1ngs,and

equipment basis

55a

b Less. accumulated depreciation

56

:s
ca

Otherassets (describe ....

59

Total assets !must eaual line 74). Add lines 45 throuah 58

60

Accounts payable and accrued expenses

61

Grants payable

62

Deferred revenue

63

Loans from officers, directors, trustees, and key employees

b Mortgages and other notes payable

Total liabilities. Add hnes 60 throuoh 651

thatfollow

SFAS 117, check here~

Unrestricted

ca

Temporarily restricted

69

Permanently restncted

:,

...
0

Organizations

LL

C/1
GI
C/1
C/1

<
GI
z

58

491.606.

59

584.950.

[xJ

61

..
. .. ....
.. . . .

62
63
64a

..

64b

....

entity

754,094.

65

134,410.

754

66

134.410.

094.

and complete lines

67 through 69 and lines 73 and 74.

68

related

66

67

'ti

Due to

Other hab1l1t1es
(describe ~

57c

60

..
. . .. . .

65

u
al

64 a Tax-exempt bond liab1Jrties

Organizations

c
ca

5,759.

57b

58

:J

C/1
GI

56

151a I

57 a Land, bu1Jd1ngs,and equipment: basis

b Less: accumulated deprec1at1on

C/1
GI

55c

55b

Investments other

<562.488.
300 000.

>67
68

382.348.
68.192.

69

that do not follow SFAS 117, check here ~ Dand

complete lines 70 through 74

70

Caprtal stock, trust pnnc1pal, or current funds

71

Pa1din or caprtal surplus, or land, building, and equipment fund

72

Retained earnings, endowment, accumulated income, or other funds

73

Total net assets or fund balances (add Imes67 through 69 or Imes 70 through 72;

74

column (A) must equal line 19; column (B) must equal line 21)
Total liabilities and net assets/fund balances. Add Imes66 and 73

70

....

71
72

....

<262 488.
491. 606.

>73
74

450 540.
584 950.
Form 990 (2005)

523031
02-03-06

15430429

739466

FWFoundation

2005.05050

FreedomWorks

Foundation,

In FWFOUNDl

Form990

FreedomWorks

Pa~ IV-A

Reconciliation

Foundation

Inc.

52-1526916

of Revenue per Audited Financial Statements With Revenue per Return

Pa e5

(See the

instructions)

Total revenue, gains, and other support per audited financial statements

b
1
2
3
4

Amounts included on hne a but not on Part I, hne 12:

b1
b2
b3
b4

Net unrealized gains on investments

Donated services and use of facllrt1es
Recoveries of pnor year grants
Other (specify}.

See Statement

Add Imes b1 through b4

<89 268. >

b

..
..

Subtract line b from line a

d Amounts included on Part I, line 12, but not on line a:

1 Investment expenses not included on Part I, line Sb
2 Other (specify):

d2

..

Total revenue !Part I hne 12\ Add hnes c and d

I Part

IV-B

Reconciliation

Total expenses and losses per audited financial statements

b
1
2
3
4

Amounts included on line a but not on Part I, line 17:

Donated services and use of fac1lrt1es

..

.....

e
a

...
..

Pnor year adJustments reported on Part I, line 20

Losses reported on Part I, line 20
Other (specify).
Add lines b 1 through b4

o.
3.836.175

3 033.879.

b1
b2
b3
b4

0.

...

Subtract line b from line a

d Amounts included on Part I, line 17, but not on line a:

1 Investment expenses not included on Part I, line Sb
2 Other (specify)

3.033.879.

Id1 I
d2
d

Add lines d1 and d2

e

>

of Expenses per Audited Financial Statements With Expenses per Return

<89.268.
3 836.175.

Id1 I

Add Imes d1 and d2

e

3.746.907.

..... e 3.033.879

Total exoenses (Part I line 17) Add Imes c and d

0.
.

I Part V-AI Current Officers, Directors, Trustees, and Key Employees

(List each person who was an officer, director, trustee,

or key employee at any time dunng the year even 1fthey were not compensated.) (See the mstruct,ons J
(B) Title and averagehours (C) Compensation (1!1,,Contr1but1onsto
(E) Expense
ployee benefit
(A) Nameand address
per week devotedto
accountand
(If not paid, enter plans
& deferred
pos1t1on
-0-.)
compensation plans other allowances

Matt Kibbe
1775 Pennsylvania
AvenueL Ste._1100_
Washinaton
DC 20006
Jugy Mulcahy ______________________
1775 Pennsylvania
AvenueL Ste._1100_
DC 20006
Washinaton
Jaci
Brown ________________________
1775 Pennsylvania
AvenueL Ste._1100_
Washinaton
DC 20006
Honorable_Richard
K._Arm~--------1775 Pennsylvania
AvenueL Ste._1100_
Washinaton
DC 20006
Ted Abram
1775 Pennsylvania
AvenueL Ste._1100_
Washinaton
DC 20006
Honorable_C._Bqyden
Gray ___________
1775 Pennsylvania
AvenueL Ste._1100_
DC 20006
Washinaton

President
22.00
!Vice PresideIJ

126.866.
t/Treasur

er

22.00
Vice Presiden

60.883.
t/Secreta

iry

22.00
Chairman
32.00
Board Member
Board

0.

4 908.

o.

o.

75.128.

0.

0.

320.000.

o.

0.

2.00
Member

0.

0.

o.

5.00

0.

0.

o.

--------------------------------------------------------------------------------------------------------------------------------Form990 (2005)
523041

02-03-06

15430429

739466

FWFoundation

2005.05050

5
FreedomWorks

Foundation,

In FWFOUNDl

Fonn 990 (20Q5)

FreedomWor k s Foun d at ion

75 a

Paae

Yes No

(continued)

Enter the total number of officers, directors, and trustees penn1tted to vote on organization business at board

.. . .

meetings

52 - 1526916

Inc.

I Pait V-A I Current Officers, Directors, Trustees, and Key Employees

. .

...

Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A,or highest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A,
Part II-Aor 11-8,related to each other through family or business relat1onsh1ps? If "Yes," attach a statement that 1dent1fies
the ind1v1dualsand explains the relat1onsh1p(s)
...
. .

75b

Do any officers, directors, trustees, or key employees listed in Form 990, Part VA, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed 1nSchedule A,
Part llA or 118,receive compensation from any other organizations, whether tax exempt or taxable, that are related to this
organization through common supervision or common control?
7
See. Statement

75c

75d

Note. Related organizations include section 509(a)(3) supporting organizations.

If "Yes,"attach a statementthat 1dent1f1es
the md1v1duals,
explainsthe relat1onsh1p
betweenthis organizationand the other orgarnzat1on(s),
and
descnbesthe compensationarrangements,mcludmg amounts paid to each md1v1dual
by each related organization.

Does the organization have a wntten conflict of interest policy?

I Part V-B I Form1=:rOfficers, Directors, Trustees, and Key Employees That Received Compensation or Other

Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below) during
the year, hst that person below and enter the amount of compensation or other benefits 1nthe appropriate column. Seethe instructions.)
( D)Controbutoons
to (E) Expense
benefit
(B) Loans and Advances (CJCompensation employee
(A) Nameand address
plans& deferred accountand
compensation
plansother allowances
None

---------------------------------

-------------------------------------------------------------------------------------------------

-------------------------------------------------------------------------------------------------

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------I Part VI I Other Information

Yes No

(See the mstruct,ons.)

76

Did the organization engage in any act1vrty not previously reported to the IRS? If "Yes," attach a detailed

77

Were any changes made 1nthe organizing or governing documents but not reported to the IRS?

descnpt1on of each act1vrty

x
x

76

...

77

If "Yes," attach a confonned copy of the changes.

78 a
b
79
80 a

Did the organization have unrelated business gross income of $1,000 or more dunng the year covered by this return?
If "Yes," has it filed a tax return on Form 990-T for this year?

..

N/A

Was there a liquidation, dissolution, termination, or substantial contraction dunng the year? If "Yes," attach a statement
Is the organization related (other than by assoc1at1on wrth a statewide or nationwide organization) through common

80a

membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization?

If "Yes," enter the name of the organization~

FreedomWorks,

Inc.
and check whether rt ts [][]

81 a
b

exempt or

I 81a I

Enter direct or indirect polrt1cal expenditures. (See hne 81 instructions.)

x
x

nonexempt

o.
81b

Did the oraanizat1on file Form 1120-POL for this vear?

Form 990 (2005)

523161/02-03-06

15430429

788
78b
79

739466

FWFoundation

2005.05050

6
FreedomWorks

Foundation,

In

FWFOUNDl

Form990(2005l

I Pa~t VI I

FreedomWorks

Other Information

Foundation

52-1526916

Inc.

Paoe7

Yes No

(continued)

82 a Did the organization receive donated services or the use of matenals, equipment, or fac1lrt1esat no charge or at substantially

82a

less than fair rental value?

b If "Yes," you may indicate the value of these items here. Do not include this
amount as revenue 1nPart I or as an expense 1nPart II.
(See instructions 1nPart 111.)
83

I 82b I

..

N/A

a Did the organization comply wrth the public inspection requirements for returns and exemption applications?

84

83b
84a

..
.N/ ~ .
b If "Yes," did the organization include with every solic1tat1onan express statement that such contributions or gifts were not

a Did the organization solicit any contributions or gifts that were not tax deductible?

N/ A .

tax deductible?
85

b Did the organization make only in-house lobbying expenditures of $2,000 or less?

84b

N./A.
......N/A.

501(c)(4), (5), or (6) orgamzat1ons. a Were substantially all dues nondeductible by members?

..

83a

N/A

b Did the organization comply with the disclosure requirements relating to quid pro quo contnbut1ons?

85a
85b

If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the pnor year.
85c
N/A
d Section 162(e) lobbying and polrt1calexpenditures
NIA
85d
e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices
85e
N/A
f Taxable amount of lobbying and political expenditures {line 85d less 85e)
NIA
85f
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?
N/A
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f
to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the
following tax year?
N/A
501(c)(7) orgamzat1ons. Enter: a lnrt1at1onfees and capital contnbut1ons included on
86
line 12
NIA
86a
b Gross receipts, included on line 12, for public use of club fac1lrt1es
86b
N/A
501(c)(12) orgamzat1ons. Enter: a Gross income from members or shareholders
87
87a
NIA
b Gross income from other sources (Do not net amounts due or paid to other sources
against amounts due or received from them )
..
87b
NIA
88
At any time during the year, did the organization own a 500/oor greater interest 1na taxable corporation or partnership,
or an entrty disregarded as separate from the organization under Regulations sections 301. 7701 2 and 301. 7701 3?
If "Yes," complete Part IX
89 a 501(c)(3) organtzat1ons. Enter: Amount of tax imposed on the organization during the year under:
section4911....
0 ; section4912....
0 ; section4955..,._______
b 501(c)(3) and 501(c)(4) organJZations. Did the organization engage 1nany section 4958 excess benefit
transaction dunng the year or did rt become aware of an excess benefrt transaction from a pnor year?
If "Yes," attach a statement explaining each transaction
c Enter. Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4912, 4955, and 4958
....
d Enter. Amount of tax on line 89c, above, reimbursed by the organization
....
c Dues, assessments, and similar amounts from members

85a

85h

88

89b

~O~.

0
90 a l.Jst the states wrth which a copy of this return 1sfiled ..,.__
~S~e~e~S~t-=acc..t=-=e=m=e=ncc..t=-----'8"'------~-~---------b Number of employees employed in the pay penod that includes March 12, 2005
I 90b I
O
91 a Thebooksaremcareof .... The Organization
Telephoneno..... 202-783-3870
Locatedat..,.. 1775
Pennsylvania
Ave.,
NW, Washington,
DC
ZIP+4..,.. 20006
~~~~---

b At any time during the calendar year, did the organization have an interest in or a signature or other authonty

Yes No

over a financial account in a foreign country (such as a bank account, securities account, or other financial
account)?

91b

91c

If "Yes," enter the name of the foreign country ~ -----=N::.:.L/-=A=---------------------See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank
and Financial Accounts.
c At any time during the calendar year, did the organization maintain an office outside of the United States?
92

If "Yes," enter the name of the foreign country .... -----'N=-</-=A=--------------------Section 4947(a)(1) nonexempt chantable trusts filing Form 990 in lieu of Form 1041- Check here
and enter the amount of tax-exempt interest received or accrued during the tax year

.....o
N/A

92

Form990 (2005)

523162
02-03-06

15430429

739466

FWFoundation

2005.05050

7
FreedomWorks

Foundation,

In

FWFOUNDl

Form 990 (2005)

Inc.
Foundation.
FreedomWorks
I Pallt VII I Analysis of Income-Producing Activities (See the instructions.)
Unrelatedbusinessincome
(A)
(B)
Business
Amount
code

Note: Enter gross amounts unless otherwise

indicated.

93 Program service revenue:

a

Paqe 8

52-1526916
Excluded by section 512, 513, or 514

(C)

(E)
Relatedor exempt
functionincome

(D)

Exclus1on
code

Amount

c
d
e
f Med1care/Med1ca1dpayments
g Fees and contracts from government agencies
94 Membership dues and assessments
..
95 Intereston savingsand temporarycashinvestments
96 D1v1dendsand interest from secunt1es
97 Net rental income or (loss) from real estate:
a debt-financed property
..
b not debt-financed property
98 Net rental income or (loss) from personal property
99 Other investment income
100 Gain or (loss) from sales of assets
other than inventory
101 Net income or (loss) from special events
..
102 Gross profit or (loss) from sales of inventory
103 Other revenue.

a Other

1 887.

14
16

revenue

143

16

680.

6.606.

c
d
e

0.

104 Subtotal (add columns (8), (D),and (E))

105 Total (add hne 104, columns (8), (D),and (E)) .

152

o.

173.
....___

1_5-2_,-1~1_3~

Note: Line 105 plus /me 1d, Part I, should equal the amount on /me 12, Part I

I Part

VIII I Relationship of Activities to the Accomplishment

Line No.

I Part

IX

of Exempt Purposes

(See the instructions.)

Explainhow eachact1v1ty
for which income1sreportedin column(E) of PartVII contributedimportantlyto the accomplishmentof the orgamzat1on's
exemptpurposes(otherthanby providingfunds for such purposes).

Information Regarding Taxable Subsidiaries and Disregarded Entities

(A)
Name,address,and EINof corporation,
oartnershio.or d1sreoarded
ent1tv

(C)

(B)
Percentageof
ownershiointerest

Natureof act1v1t1es

(See the instructions.)

(D)
Totalincome

(Ei.

End-a-year
assets

NIA

%
%
%

I Part X I Information Regarding Transfers Associated with Personal Benefit Contracts

(See the instructions.)

Dves
Dves

(a) Did the orgamzat1on,

duringthe year,receiveany funds, directlyor indirectly,to paypremiumson a personalbenefitcontract?

(b) Did the orgamzat1on,

during the year,pay premiums,directlyor indirectly,on a personalbenefitcontract?
Note: If "Yes" to (b), file Form 8870 and Form 4720 (see instructions).

[xJ
[xJ

No
No

Please
Sign
Here

~:S

Paid

Prepare s Ill...
signature ,...

Preparer's
UseOnly

Form's name (or

yours,,

523163
02-03-oe

se11-smp1oyed).
address, and
21P+4

R ogers

<(

::::::>

&

Company

P?1;0 ,,,.6 l
'tr-v1

PLLC

s~f-c
employed ....

Prepar..-s SSN or PTIN

i--E~I_N_
....
__________

~8300
Boone Boulevard,
Suite
Vienna
Vir inia
22182

600
Phoneno. ..,..

703

893-0300
Form990 (2005)

15430429

739466

FWFoundation

2005.05050

FreedomWorks

Foundation,

In

FWFOUNDl

SCHEDULEA

OMB No 1545-0047

Organization Exempt Under Section 501 (c)(3)

(Forrtl 990 or 990-EZ)

(ExceptPrivateFoundation)andSection501(e),501(f), 501(k),
501(n),or 4947(a)(1)NonexemptCharitableTrust

2005

Supplementary lnfonnation-(See separate instructions.)

Department of the Treasury

Internal Revenue Service

Nameof theorgamzat1on

MUSTbe completedby the aboveorganizationsand attachedto their Form990or 990EZ

Employeridentificationnumber

FreedomWorks Foundation
Inc.
52 1526916
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees

Part I

(Seepage1 of the instructions.List eachone.If therearenone,enter'None.')

(d) Contr1but1ons to
(e) Expense
(b) Titleandaveragehours
(a) Nameandaddressof eachemployeepaid
benefit
(c) Compensation employee
perweekdevotedto
plans & deferred accountandothe
morethan$50,000
compensation
allowances
oos1t1on

~p

Mary_~rne
-----------------------address
Oraanization's
Wayne Brou9h ---------------------address
Oraanization's
Richard
Walker
Oraanization's
address

22.00
!Economist
22.00
State Direct
22.00

73.599.

50.

65.439.

50.

a tr

o.

55.945.

------------------------------------------------------------------Totalnumberof otheremployees
paid
over$50 000

I Part II-AI Compensation of the Five Highest Paid Independent Contractors for Professional Services
(Seepage2 of theinstructions.List eachone(whetherind1v1duals
or firms).If therearenone,enter'None.')
(b) Typeof service

(a) Nameandaddressof eachindependent

contractorpaidmorethan$50,000

Kevin L. MannixL P.C. _________________________

Street.
Salem
2003 State
OR 97301-4349
O'Connor Consulti:Qg_ Service ___________________
Lane. Bethesda.
MD 20817
6507 Mariorv
Grassroots
Targetin_g_ _________________________
St . 2nd Flr . Alexandria.
VA 22314
121 s. Alfred

(c) Compensation

Fundraising
consultina
!Accounting
services
!survey and
tresearch

200 089.
57.667.
55.000.

---------------------------------------------------------------------------------------

~I

Totalnumberof othersreceivingover
$50,000for professional
services

I Part 11-BI Compensation of the Five Highest Paid Independent Contractors for Other Services
(List eachcontractorwhoperformedservicesotherthanprofessional
services,whetherind1v1duals
or
firms. If therearenone,enter'None.'Seepage2 of theinstructions.)
(a) Nameandaddressof eachindependent
contractorpaidmorethan$50,000

CMDI
7704 Leesbura

Pike

Fall

Church.

(bl Typeof service

!Database
hnanaaement

VA 22043

(c) Compensation

95. 881.

--------------------------------------------

---------------------------------------------------------------------------------------------------------------------------------Totalnumberof othercontractorsreceivingover
$50,000for otherservices

523101102-03-oe

~I

LHA For PaperworkReductionAct Notice,seethe Instructionsfor Form990 and Form990-EZ.

ScheduleA (Form990or 990-EZ)2005

15430429

739466

FWFoundation

2005.05050

FreedomWorks

Foundation,

In FWFOUNDl

5 2 -15 2 6 916

I Part

Ill

I Statements

Page2

Yes No

About Activities (Seepage2 of the mstruct1ons.)

1 Duringthe year,hasthe orgamzat1on

attemptedto influencenational,state,or localleg1slat1on,
mcludmganyattemptto influence
matteror referendum?If "Yes,'enterthetotalexpenses
paidor incurredm connectionwith the
publicopinionon a leg1slat1ve
lobbyingact1v1t1es
~ $
$
(Mustequalamountson lme38, PartVI-A,or

lmei of PartVl-8.)
Orgamzat1ons
that madean electionundersection501(h)by f1lmgForm5768mustcompletePartVI-A.Otherorgamzat1ons
checking"Yes'mustcompletePartVl-8 ANDattacha statementg1vmg
a detaileddescriptionof the lobbyingact1v1t1es.
Duringthe year,hasthe orgamzatmn,
eitherdirectlyor indirectly,engagedmany of thefollowingactswith anysubstantialcontributors,
or membersof theirfamilies,or withanytaxableorganization
withwhichanysuch
trustees,directors,officers,creators,keyemployees,
person1saff1l1ated
as an officer,director,trustee,maiorityowner,or principalbenef1c1ary?
(If the answer to any question is 'Yes,'

attach a detailed statement explammg the transactions.)

See Statement

a Sale,exchange,or leasingof property?

2a

b Lendingof moneyor otherextensionof credit?

2b

c Furnishingof goods,services,or fac11it1es?

2c

d Paymentof compensation
(or paymentor reimbursement
of expenses1fmorethan$1,000)?See

Part

V-AJ. Form 9 9 0

e Transferof anypartof its incomeor assets?

of how
3 a Doyou makegrantsfor scholarships,
fellowships,studentloans,etc.?(If "Yes,'attachan explanation
qualifyto receivepayments.)
you determinethatrec1p1ents
b Doyou havea section403(b)annuityplanfor your employees?
receivea contributionof qualifiedrealpropertyinterestundersection170(h)?
c Duringtheyear,did the organization
donorswheredonorshavetherightto provideadvice
4 a Didyou maintainanyseparateaccountfor part1c1patmg
on the useor d1stribut1on
of funds?
..
b Dovou orov1de
creditcounselma.
debtmanaaementcreditreoa1ror debtneaot1at1on
services?

IPart

IV

I Reason for

..

2d

2e

3a
3b
3c

x
x
x

4a
4b

x
x

Non-Private Foundation Status (Seepages3 through6 of the instructions.)

Theorganization1snot a privatefoundationbecause1t1s:(Pleasecheckonly ONEapplicable

box.)
A church,conventionof churches,or assoc1at1on
of churches.Section170(b)(1)(A)(1).
5
6
A school.Section170(b)(1)(A)(11).
(AlsocompletePartV.)
A hospitalor a cooperative
hospitalserviceorganization.
Section170(b)(1)(A)(111).
7
A Federal,state,or localgovernmentor governmental
umt Section170(b)( 1)(A)(v).
8
9
A medicalresearchorganization
operatedm con1unct1on
with a hospital.Section170(b)(1)(A)(111).
Enterthe hospital'sname,city,
andstate ~
An organization
operatedfor the benefitof a collegeor universityownedor operatedby a governmental
umt Section170(b)(1)(A)(1v).
10
(AlsocompletetheSupportSchedulem PartIV-A.)
um!or fromthe generalpublic.
11a [xJ An organizationthatnormallyreceivesa substantialpartof its supportfroma governmental
Section170(b)(1)(A)(v1).
(Alsocompletethe SupportSchedulem PartIV-A.)
(Alsocompletethe SupportSchedulem PartIV-A.)
A communitytrust Section170(b)(1)(A)(v1).
11b
that normallyreceives:( 1) morethan 33 1/3%of its supportfromcontributions,membership
fees,andgross
An organization
12
to certainexceptions,
and(2) no morethan 33 1/3%of
receiptsfromact1v1t1es
relatedto its charitable,etc.,functions- subJect
its supportfrom grossinvestmentincomeandunrelatedbusinesstaxableincome(lesssection511 tax) frombusinesses
acquired
by the organization
afterJune30, 1975. Seesection509(a)(2).(AlsocompletetheSupportSchedulem PartIV-A.)

D
D
D
D
D
D

D
D

13

An organization
that1snot controlledby anyd1squalif1ed
persons(otherthanfoundationmanagers)andsupportsorganizations
describedm:
(1) Imes5 through12above;or (2) sections501(c)(4),(5), or (6), 1ftheymeetthetestof section509(a)(2).Checkthe boxthatdescribes
the typeof supportingorganization:
~
Type1
Type2
Type3
Providethe followinginformationaboutthesupportedorganizations.
(Seepage6 of the mstruct1ons.)

(b)Lmenumber
fromabove

(a) Name(s)of supportedorgamzat1on(s)

D
g~~d-1s
14

15430429

An organization
organized
andoperatedto testfor publicsafety.Section509(a)(4).(Seepage6 of the instructions.)

739466

ScheduleA (Form990or 990-EZ)2005

FWFoundation

2005.05050

10
FreedomWorks

Foundation,

In FWFOUNDl

--------------------~

---

ScheduleA(Fqrm990or990-EZ)2005FreedomWorks
Foundation
Inc.
52-1526916
Page3
Part IV-A Support Schedule (Complete only If you checked a box on line 10, 11, or 12.) Use cash method of accounting.
o o accoun tmg
Note: You mav use the worksheet m the instructions for convertmc from the accrua I to th e cash met hdf
Calendaryear(or fiscal year
(d) 2001
(el Total
(cl 2002
(bl 2003
(al 2004
beginningin)
15 Gifts,grants,andcontributions
received.(Donot includeunusual
0.
2 921.250.
0.
grants.Seelme28.)
609.981.
2.311
269.
Membership
fees
received
16
17 Grossreceiptsfromadm1ss1ons,
merchandise
soldor services
performed,or furnishingof
fac1ht1es
m anyact1v1ty
that1s
relatedto the organization's
charitable,etc.,purpose

....

18

19
20
21

Grossmcomefrom interest,
d1v1dends,
amountsreceivedfrom
paymentson securitiesloans(sect1on512(a)(5)),rents,royalties,and
unrelatedbusinesstaxablemcome
(lesssection511taxes)from
businesses
acquiredby the
organization
afterJune30, 1975
Netincomefrom unrelatedbusiness
act1v1t1es
not includedm lme18
Taxrevenuesleviedfor the
organization's
benefitandeither
paidto 11or expendedon its behalf

62

492.

109.

Thevalueof servicesor fac11it1es

bya
furnishedto the organization
governmental
unitwithoutcharge.
Do not includethevalueof services
or fac11it1es
generallyfurnishedto
the publicwithoutcharge
Otherincome.Attacha schedule.
Donot includegamor (loss)from
saleof capitalassets
Totalof Imes15through22
2
Line23 mmuslme17
2
Enter1%of lme23

0.

0.

62.

601.

See Stateme Int 10

16,951.
16 951.
23
610.473.
390.329.
3.000
802.
24
390,329.
610,473.
3 000,802.
25
23.903.
6 105.
26 Organizations
describedon lines 10 or 11: a Enter2% of amountm column(e),lme24
60.016

26a
b Preparea list for your recordsto showthe nameof andamountcontributedby eachperson(otherthana governmental
whosetotalgifts for 2001through2004exceeded
theamountshownm lme26a.
umtor publiclysupportedorganization)
Donot file this list with your return. Enterthe totalof all theseexcessamounts
26b
1 724
331.
c Totalsupportfor section509(a)(1)test Enterline24, column(e)
26c
3.000.802

19
d Add:Amountsfromcolumn(e) for Imes: 18
62,601.
22
26b
16,951.
1,724,331.
26d
1 803.883.
e Publicsupport(lme26c minuslme26d total)
26e
1 196
919.
f Publicsuooortoercentaoe!line 26e(numerator)dividedbv line 26c(denominator))
261
39.8866%
27
Organizations
describedon line 12: a Foramountsincludedm Imes15,16,and 17thatwerereceivedfrom a 'd1squalif1ed
person;preparea list for your
person.'Do not file this list with your return.Enterthesumof
recordsto showthe nameof, andtotalamountsreceivedm eachyearfrom,each'd1squalif1ed
NI A
suchamountsfor eachyear:
(2004)
(2003)
(2002)
(2001)
b Foranyamountincludedm lme17 thatwasreceivedfrom eachperson(otherthan'disqualifiedpersons'),preparea list for your recordsto showthe nameof,
andamountreceivedfor eachyear,thatwasmorethanthe larger of (1) theamounton lme25 for theyearor (2) $5,000.(Includem the list organizations
Do not file this list with your return.Aftercomputingthe differencebetweentheamountreceivedand
describedm Imes5 through11b,aswellas md1v1duals.)
the largeramountdescribedm (1) or (2), enterthe sumof thesedifferences
(theexcessamounts)for eachyear: NI A
(2004)
(2003)
(2002)
(2001)
c Add:Amountsfrom column(e) for Imes:
15
16 -------17
20
21
.... 27c
NA
-------d Add:Lme27atotal
andlme27btotal
.... 27d
NA
e Publicsupport(lme27c totalminuslme27d total)
.... 27e
NA
Totalsupportfor section509(a)(2)test Enteramounton lme23,column(e)
271
NA
g Public support percentage (line Z7e (numerator) divided by line Z7f (denominator))
.... 27
N A %
.... 27h
N A %
h Investment income ercenta e line 18 column e numerator divided b line 271 denominator
describedm lme10, 11,or 12thatreceivedanyunusualgrantsduring2001through2004,preparea list for yourrecordsto
28 Unusual Grants: Foran organization
show,for eachyear,the nameof thecontributor,thedateandamountof thegrant,anda briefdescriptionof the natureof the grant Donot file this list with your
return. Donot includethesegrantsm lme15.
22

o.

o.

....
....
....

....
....
....

None

523121 02-03-06

Schedule A (Form 990 or 990-EZ)2005

11
15430429

739466

FWFoundation

2005.05050

FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA (Fa.rm990 or 990-EZ)2005 FreedomWorks

Foundation,
Private School Questionnaire (Seepage7 of the instructions.)

l Part V l

5 2 -15 2 6 916
N/A

Inc.

Page4

(To be completed ONLY by schools that checked the box on line 6 in Part IV)
Doesthe organization
havea raciallynondiscriminatory
policytowardstudentsby statementin its charter,bylaws,othergoverning
instrument,or in a resolutionof its governingbody?
includea statementof its raciallynondiscriminatory
policytowardstudentsin all its brochures,catalogues,
Doesthe organization
withthe publicdealingwith studentadm1ss1ons,
programs,andscholarships?
andotherwrittencommunications
Hasthe organization
publicizedits raciallynondiscriminatory
policythroughnewspaper
or broadcastmediaduringthe periodof
solicitationfor students,or duringthe reg1strat1on
period1111
hasno solic1tat1on
program,in a waythat makesthe policyknown
to all partsof the generalcommunity1tserves?
II 'Yes,'pleasedescribe;11'No,' pleaseexplain.(If you needmorespace,attacha separatestatement.)

29
30
31

32

maintainthe following:
Doesthe organization
of the studentbody,faculty,andadm1nistrat1ve
staff?
a Recordsindicatingthe racialcompos1t1on
andotherfinancialassistance
areawardedon a raciallynondiscriminatory
basis?
b Recordsdocumentingthatscholarships
to the publicdealingwith student
brochures,announcements,
andotherwrittencommunicatmns
c Copiesof all catalogues,
adm1ss1ons,
programs,andscholarships?
or on its behalfto solicitcontributions?
d Copiesof all materialusedby theorganization
II you answered'No' to anyof theabove,pleaseexplain.(II you needmorespace,attacha separatestatement.)

33
a
b
c
d
e
f
g
h

Yes No
29
30

31

32a
32b
32c
32d

Doesthe organization
discriminateby racein anywaywith respectto:
Students'rightsor privileges?
Adm1ss1ons
policies?
Employment
of facultyor admm1strat1ve
staff?
Scholarships
or otherfinancialassistance?
policies?
Educational
Useol lac11it1es?
Athleticprograms?
Otherextracurricular
act1v1t1es?
If you answered'Yes'to anyof theabove,pleaseexplain.(II you needmorespace,attacha separatestatement.)

33a
33b
33c
33d
33e
331
330
33h

34 a Doesthe organization
receiveanyfinancialaid or assistancefrom a governmental
agency?
rightto suchaid everbeenrevokedor suspended?
b Hasthe organization's
II you answered'Yes'to either34aor b, pleaseexplainusingan attachedstatement.
35
Doesthe organization
certifythat11hascompliedwith the applicablerequirements
of sections4.01through4.05of Rev.Proc.75-50,
If 'No,' attachan explanation
1975-2C.B.587,coveringracialnond1scriminat1on?

348
34b

35
ScheduleA (Form990or 990-EZ)2005

523131
02-03-06

15430429

739466

FWFoundation

2005.05050

12
FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA(FQrm990 or 990-EZ)2005 FreedomWorks

IPart VI-A I Lobbying

Foundation

Inc.

Expenditures by Electing Public Charities

(Seepage9 of the instructions.)

5 2 -15 2 6 916 Page5

N/A

(Tobe completedONLYby an eligibleorgamzat1on

thatfiledForm5768)
Check ...,.a

Check

1fthe oraamzat1on
belonosto an affiliatedorouo.

Limits on Lobbying Expenditures

(Theterm'expenditures'
meansamountspaidor incurred.)

app1v.
If YOUchecked a and 'I1m1te
d contraI' prov1s1ons
(a)
(b)
Affiliatedgroup
To becompletedfor ALL
electingorgamzat1ons
totals

N/A
36
37
38
39
40
41

36
37
38
39
40

to influencepublicop1mon(grassrootslobbying)
Totallobbyingexpenditures
to influencea leg1slat1ve
body(directlobbying)
Totallobbyingexpenditures
Totallobbyingexpenditures
(addImes36 and37)
Otherexemptpurposeexpenditures
Totalexemptpurposeexpenditures
(addImes38 and39)
Lobbyingnontaxable
amount Entertheamountfrom the followingtableThelobbyingnontaxableamountis If the amounton line 40 is Not over $500,000

20% of the amount on hne 40

Over $500,000 but not over $1,000,000

$100,000 plus 15'16 of the excess over $500,000

Over $1,000,000 but not over $1,500,000

$175,000 plus 10% of the excess over $1,000,000

Over $1,500,000 but not over $17 ,000,000

$225,000 plus 5'16 of the excess over $1,500,000

Over $17 ,000,000

$1,000,000

amount(enter25%of lme41)
42 Grassrootsnontaxable
line
42
from
line
36. Enter-0- 1fline42 1smorethanlme36
Subtract
43
line
38.
Enter-0- 1fline41 1smorethanlme38
Subtract
lme
41
from
44

41

42
43
44

Caution: If there is an amount on either /me 43 or /me 44, you must file Form 4 720.

4-Year Averaging Period Under Section 501(h}

(Someorgamzat1ons
that madea section501(h)electiondo not haveto completeall of the fivecolumns
below.Seethe instructionsfor Imes45 through50 on page11of the instructions.)
LobbyingExpendituresDuring4-YearAveragingPeriod
Calendaryear (or
fiscal year beginningin)

.....

(a)
2005

(b)
2004

(c)
2003

N/A

{d)
2002

(e)
Total

45 Lobbyingnontaxable
amount
46 Lobbyingceilingamount
(150%of lme45(ell
47 Totallobbying
expenditures
48 Grassrootsnontaxable
amount
49 Grassrootscellingamount
(150%of lme48(ell
50 Grassrootslobbying
expenditures

0.
0.
0.
0.

o.
0.

I Part VI-B I Lobbying Activity by Nonelecting Public Charities

N/A

(Forreportingonlyby orgamzat1ons
that did not completePartVI-A)(Seepage11of the mstructions.)
Duringthe year,did the orgamzat1on
attemptto influencenational,stateor localleg1slat1on,
mcludmganyattemptto
influencepublicop1mon
on a legislativematteror referendum,
throughthe useat
a Volunteers
(Includecompensation
m expensesreportedon Imesc throughh.)
b Paidstaffor management
c Mediaadvertisements
d Mailingsto members,legislators,or the public
e Publications,or publishedor broadcaststatements
f Grantsto otherorgamzat1ons
for lobbyingpurposes
g Directcontactwith legislators,theirstaffs,governmentoffic1als,
or a leg1slat1ve
body
seminars,conventions,
speeches,lectures,or anyothermeans
h Rallies,demonstrations,
i Totallobbyingexpenditures
(Addlinesc throughh.)
If "Yesto anyof theabove,alsoattacha statementg1vmg
a detaileddescriptionof thelobbyingactiv1t1es.
523141
02-03-08

15430429

Yes

No

Amount

o.
ScheduleA (Form990or 990-EZ)2005

739466

FWFoundation

2005.05050

13
FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA(FOTm990or990EZ)2005
FreedomWorks

IPart VII ! Information

Foundation,

Inc.

52-1526916

Pages

Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (Seepage12of the instructions.)

51
a

c
d

Didthereportingorgamzat1on
directlyor indirectlyengagein anyof thefollowingwith anyotherorgamzat1on
describedin section
501(c)of theCode(otherthansection501(c)(3)orgamzat1ons)
or in section527,relatingto politicalorgamzat1ons?
to a noncharitable
exemptorgamzat1on
ot
Transfersfrom thereportingorgamzat1on
(i) Cash
(ii) Otherassets
Othertransactions:
(i) Salesor exchanges
of assetswitha noncharitable
exemptorgamzat1on
(ii) Purchases
of assetsfrom a noncharitable
exemptorgamzat1on
(iii) Rentalof fac1l1t1es,
equipment,or otherassets
(iv) Reimbursement
arrangements
(v) Loansor loanguarantees
sohc1tat10ns
(vi) Performance
of servicesor membership
or fundra1sing
Sharingof fac1ht1es,
equ1pmenimailinglists,otherassets,or paidemployees
If theanswerto anyof the above1s"Yes,'completethefollowingschedule.
Column(b) shouldalwaysshowthefair marketvalueof the
goods,otherassets,or servicesgivenby the reportingorgamzat1on.
If theorgamzat1on
receivedlessthanfair marketvaluein any
transactionor sharingarrangement,
showin column(d) thevalueof thegoods,otherassets,or servicesreceived:

(a)

Lineno.

51c

(b)

(c)

Amountinvolved

Nameof noncharitable
exemptorgamzat1on

FreedomWorks.

1 599.046.

Inc.

Yes

x
x

b(i)
b(ii)
b(iii)
b(iv)
b(v)
b(vi)

x
x
x
x
x
x

(a)

FreedomWorks

Inc.

See Statement

11

See Statement

523151
02-03-06

15430429

0No

(c)
Description
of relat1onsh1p

(b)
Typeof orgamzat1on

501(c)(4)

(d)
Descriptionof transfers,transactions,
andsharingarrangements

52 a Is the orgamzat1on
directlyor indirectlyaff1hated
with,or relatedto, oneor moretax-exemptorgamzat1ons
describedin section501(c)of the
~ [xJ Yes
Code(otherthansection501(c)(3))or in section527?
b If "Yes,'completethefollowingschedule:
Nameof orgamzat1on

No

51a(i)
a(ii)

12

ScheduleA (Form990or 990-EZ)2005

739466

FWFoundation

2005.05050

14
FreedomWorks

Foundation,

In FWFOUNDl

2005 DEPRECIATION AND AMORTIZATION REPORT

Form 990
Asset

No

528102
01-06-06

Description

Page

Date
Acquired Method

990

Life

Line

No

Unad1usted
CostOrBasis

(D) Asset disposed

19

Bus%
Exel

Reduction
In
Basis

* ITC, Section

BasisFor
Deprec1at1on

Accumulated Current
Deprec1at1on Sec179

AmountOf
Deprec1at1on

179, Salvage, Bonus, Commercial Revrtallzat1on Deduction, GO Zone

FreedomWorks

Foundation,

52-1526916

Inc.

Form 990

Kind

Rental

and Location

Sublease
Total

of
to

Statement

Income
Activity
Number

of Property

facilities

Form 990,

Part

Other

Form 990

I,

line

Changes

Total

to

in Net Assets

and unrealized

losses,

net

Form 990,

I,

20

Part

line

of

Other
(A}

Description

Total

Professional
Miscellaneous
Insurance
Noncapital
Novelties
Advertising
Rentals
Subscriptions
Dues
Photography
to

15430429

143,680.

or Fund

Balances

Statement

Amount

Form 990

Total

Gross
Rental
Income

143,680.

6a

Description
Realized

fees
expenses

Fm 990,

739466

ln

43

FWFoundation

investment

<89,268.>

Expenses
( B}
Program
Services

428,373.
21,067.
34,932.
61,161.
9,849.
7,553.
16,793.
5,365.
12,297.
840.

280,541.
565.
24,431.
2,979.
9,849.
6,822.
13,052.
2,085.
11,824.
776.

598,230.

352,924.

2005.05050

<89,268.>

fees

20
FreedomWorks

Statement
( c}

(D}

Management
and General
69,750.
19,968.
4,695.
58,182.
0.
731.
2,813.
2,366.
184.
0.
158,689.

Fundraising
78,082.
534.
5,806.
0.
0.
0.
928.
914.
289.
64.
86,617.

Statement(s}
l, 2, 3
Foundation,
In FWFOUNDl

FreedomWorks
Form

990

Name of
Matt

Officer

Officer,

etc.

Kibbe

A. Program

Services

B. Management

c.

Foundation,

and

General

Fundraising

Name of
Judy

52-1526916

Inc.
Compensation
Part
II,
Line

Compensation

Employee
Ben. Plans

etc.

Mulcahy

Expense
Accounts

Totals
of
A, B & c

126,866.

4,908.

107,836.

2,454.

110,290.

12,687.

1,963.

14,650.

6,343.

Officer,

Statement

Allocation
25

Compensation

491.

Employee
Ben. Plans

Expense
Accounts

6,834.

Totals
of
A, B & C

60,883.

A. Program

Services

B. Management

and

General

60,883.

60,883.

C. Fundraising

Name of
Jaci

Officer,

Brown

A. Program

Employee
Ben. Plans

Expense
Accounts

Totals
of
A, B & C

Services
and

General

Fundraising

15430429

Compensation
75,128.

B. Management

c.

etc.

739466

75,128.

FWFoundation

2005.05050

75,128.

21
FreedomWorks

Foundation,

Statement(s)
4
In FWFOUNDl

FreedomWorks

Name of

Foundation,

Officer,

Honorable
Armey

K.
320,000.

A. Program

320,000.

320,000.

Services

B. Management
C.

Totals
of
A, B & C

Expense
Accounts

Employee
Ben. Plans

Compensation

etc.

Richard

52-1526916

Inc.

and

General

Fundraising

Total

Program

Total

Management

Total

Fundraising

Total

Officer,

Form

430,290.

Services
and

81,962.
etc.,

Compensation

Statement

990

75,533.

General

of

included

Organization's
Part

on Line

Primary

587,785.

25

Exempt

Purpose

Statement

III

Explanation
Improving
the well-being
support
of common sense
Form

990

Other

of American
consumers
economic
policies.
Revenue

Not

Included

through

on Form

the

990

promotion

Statement

Description
Realized
Total

15430429

Amount
and

to

and

unrealized

Form

739466

990,

Part

losses,

net

of

investment

fees

<89,268.>

IV-A

FWFoundation

<89,268.>

2005.05050

22
FreedomWorks

Statement(s)
Foundation,
In

4, 5, 6
FWFOUNDl

FreedomWorks

Foundation,
Part

Form 990

Officer's
Matt

V-A Officer
Compensation
Related
Organizations

Statement

Employee
Benefit
Plan
Contribution

FreedomWorks,

Between

ID Number

Organizations

relationship/Common

Compensation

3,912.

52-1349353

Inc.

Relationship
Historical

Employer

Organization

Expense
Account

o.

101,106.

Related

Employee

from

Compensation

Name

Kibbe

Name of

board

members

Description

compensation

Officer's
Jaci

52-1526916

Inc.

Name

Compensation

Brown
Organization

FreedomWorks,

Historical

o.
ID Number

52-1349353
Organizations

relationship/Common

Compensation

Employer

Inc.
Between

Expense
Account

o.

59,873.

Name of Related

Relationship

Employee
Benefit
Plan
Contribution

board

members

Description

Employee

compensation

15430429

739466

FWFoundation

2005.05050

23
FreedomWorks

Foundation,

Statement(s)
7
In FWFOUNDl

FreedomWorks

Foundation,

Compensation

Officer's

Name

Honorable

Richard

Name of Related

Employer

Between

relationship/Common

Non-employee

compensation

board

members

Name

Compensation

Mulcahy
Organization

FreedomWorks,
Relationship

Employee

ID Number

Organizations
board

members

Description

compensation

***See Statement
employees
listed
organizations.

15430429

Employer

52-1349353

relationship/Common

Compensation

Expense
Account

0.

Inc.
Between

Historical

Employee
Benefit
Plan
Contribution

48,521.

Related

ID Number

Organizations

Description

Name of

o.

52-1349353

Compensation

Judy

Expense
Account

o.

Inc.

Relationship

Officer's

Employee
Benefit
Plan
Contribution

80,000.

K. Armey
Organization

FreedomWorks,

Historical

52-1526916

Inc.

739466

13 for additional
listing
in Schedule
A who receive

FWFoundation

2005.05050

relating
to
compensation

24
FreedomWorks

contractors
and
from related

Foundation,

Statement(s)
7
In FWFOUNDl

FreedomWorks
Form

Foundation,
List

990

Inc.
of

52-1526916

States
Receiving
Part VI, Line

Copy
90

of

Return

Statement

States
AL,AK,AR,AZ,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO
MT,NE,NH,NJ,NM,NY,NC,ND,0H,0K,OR,PA,RI,SC,SD,TX,UT,VT,VA,WA,WV,WI,WY,NV,TN

15430429

739466

FWFoundation

2005.05050

25
FreedomWorks

Foundation,

Statement(s)
8
In FWFOUNDl

FreedomWorks
Schedule

The Foundation
its
facilities

15430429

739466

Foundation,

52-1526916

Inc.
Explanation
Part

of Transactions
III,
Line 2a

received
$7,173
from
to a company affiliated

FWFoundation

leasing
with

2005.05050

Statement

personnel
and a portion
a board member.

26
FreedomWorks

Foundation,

of

Statement(s)
9
In FWFOUNDl

FreedomWorks
Schedule

Foundation,

Other

Other

revenues

Total

to

Schedule

739466

FWFoundation

22

16,951.

2005.05050

2002
Amount

2003
Amount

16, 951.
A, line

Statement

Income

2004
Amount

Description

15430429

52-1526916

Inc.

27
FreedomWorks

o.
o.

Foundation,

10

2001
Amount
0.

0.

o.

0.

Statement(s)
10
In FWFOUNDl

FreedomWorks
Schedule

Inc.

Involvement
Part

With
VII,

Name of Noncharitable
FreedomWorks,
Description

Exempt

Noncharitable
Organizations
Line 51, Column (d)

Statement

11

Organization

Inc.
of Transfers,

Shared
expenses
facilities
and

15430429

52-1526916

Foundation,

739466

allocated
equipment,

FWFoundation

Transactions,

and

to the Foundation,
and other
general

2005.05050

Sharing
including
allocable

28
FreedomWorks

Arrangements
employees,
expenditures.

Foundation,

use

of

Statement(s)
11
In FWFOUNDl

FreedomWorks
Schedule

Foundation,
Affiliation
Part

Name of Affiliated
FreedomWorks,
Description

52-1526916

Inc.
with Tax-Exempt
Organizations
VII, Line 52, Column (c)

or Related

Statement

Organization

Inc.
of Relationship

The Foundation
has
both organizations

with

a historical
have certain

Affiliated

or Related

relationship
common Board

Organization

with FreedomWorks,
Members and officers.

Footnotes
Listing
receiving

of

contractors
compensation

and non-key
from related

Inc.
and

CMDI
Contractor
Compensation

services

for

database

O'Connor
Consulting
Services
Contractor
Compensation
for accounting

management

Inc.

and

Statement

employees
from
organizations.

Related
organization:
FreedomWorks,
Relationship:
Historical
relationship

Schedule

52-1349353
common officers.

services

95,881.

45,958.

personal

services

44,585.

Wayne Brough
Employee
Compensation

for

personal

services

52,151.

Mary Byrne
Employee
Compensation

for

personal

services

58,654.

739466

FWFoundation

2005.05050

13

Richard
Walker
Employee
Compensation
for

15430429

12

29
FreedomWorks

Statement(s)
12, 13
Foundation,
In FWFOUNDl