1,

Form

,..

990

Department
ortheTreasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Undersection501(c),527, or 4947(a)(1)of the InternalRevenueCode(exceptblacklung
benefittrust or privatefoundation)
-~ Theorganization
mayhaveto usea copyof this returnto satisfystatereportingrequirements.

OMB

No 1545-0047

2005

Opento Public
Inspection

andending
A Forthe 2005calendaryear, or taxyear beginning
organization
C
Name
of
D Employeridentificationnumber
II
B Check
applicable Please
useIRS
labelor
DAddress
change prmtor FreedomWorks
Foundation
Inc.
52-1526916
oName
Number
and
street
(or
P.O.
box
1f
ma1l
1s
not
delivered
to
street
address)
change type
E
Telephone
number
Room/suite
See
01n1t1al
Specific
1775 Pennsvlvania
Avenue.
1100
202-783-3870
return
NW
lnstruc
DFinal
methodD
~ X Accrual
F Accounbng
Cityor town,stateor country,andZIP+ 4
tions
return
[x]Amended
Other ,~
(soec1tvl
Washinaton.
DC 20006
return
DAppllcat1on Section501(c)(3)organizationsand4947(a)(1)nonexemptcharitabletrusts
H and I are not applicable to section 527 organizations.
pending
mustattacha completedScheduleA (Form990or 990-EZ).
H(a) Is this a groupreturnfor affiliates? Dves
OONo
H(b) lf"Yes,enternumberof affiliates~
G Website:~www. freedomworks.
ora
NLA
J Organizationtype (checkonlyone)~[x] 501(c)( 3 ) .....~nser1no) 4947(a)(1)or D 527 H(c) Areall affiliatesincluded? N/A Dves
0No
( If "No,'attacha list)
1fthe organization's
grossreceiptsarenormallynot morethan$25,000.The
K Checkhere ~
H(d) Is this a separatereturnfiledby anor- D
ganizat1on
coveredbv a groupruling?
Yes OONo
organization
neednot filea returnwiththe IRS;but 1ftheorganization
choosesto filea return,be
sureto filea completereturn.Somestatesrequirea completereturn.
I GroupExemptionNumber~
N/A
M Check~ D
If theorganization
1snot requiredto attach
Sch.8 (Form990,990-EZ,or 990-PF).
L Grossreceipts:AddImes6b, Bb,9b,and 10bto lme12~
3.836 175.

I Part

11 Revenue, Expenses, and Changes in Net Assets or Fund Balances

1
a
b
c
d

CII

::,

r::
~

2
3
4
5
6a
b
c
7
Ba

CII

a:

b
c
d
9
a

b
c
10 a
b
c
11
12
13
Ill
CII
14
Ill
r::
CII 15
Q.
in 16
17
18
Ill
-;;t 19
z gi 20
<
21

Contributions,
gifts,grants,ands1m1lar
amountsreceived:
Directpublicsupport
1a
3.684.002.
Indirectpublicsupport
1b
..
Government
contributions(grants)
1c
..
Total(addImes1athrough1c) (cash$
noncash$
)
3l684l002.
Programservicerevenuemcludmggovernment
feesandcontracts(fromPartVII, lme93)
Membership
duesandassessments
..
Intereston savingsandtemporarycashinvestments
..
D1v1dends
andinterestfrom securities
Grossrents
1
143 680.
6a
See Statement
Less:rentalexpenses
6b
Netrentalmcomeor (loss)(subtractlme6b from lme6a)
.. ..
)
Otherinvestmentincome(describe~
Grossamountfrom salesof assetsother
(Al Securities
(Bl Other
thaninventory
Ba
Less:costor otherbasisandsalesexpenses
Bb
Gainor (loss)(attachschedule)
Be
Netgainor (loss)(combinelmeBe,columns(A)and(8))
(attachschedule).If anyamountis fro.mgaming,~he~khere.~ o
Specialeventsandactiv1t1es
Grossrevenuenot mcludmg$
of contributions
reportedon hm
9a
Less:directex1e::>esoi5:CJiJr\lEQ;enses
9b
fromspecialevents(suouac1~ ~bfrom hne9a)
Netincomeor,, fl&S
10a
~
Grosssalesof @1toryJlijNetitrnl;a~ran
(J')
Less:costof g 1odisold
. . .
10b
hedule)(subtractlme10bfrom lme10a)
Grossprofit or (loss)
,.
Otherrevenuefrom
.
. .
Total revenueladd Imes1d 2 3 4, ::,, oc ,. ou. "" uc and 111
Programservices(fromlme44, column(8))
Management
andgeneral(from lme44, column(C))
Fundra1sing
(from lme44, column(D))
Paymentsto affiliates(attachschedule)
. . ..
Totalexoensesladd Imes16and44 column(All
Excessor (deficit)for theyear(subtractlme17from lme12)
..
Netassetsor fund balances
at begmnmgof year(fromlme73,column(A))
..
Otherchangesin netassetsor fund balances(attachexplanation)
2
Se~ Statement.
Netassetsor fund balances
at endof year(combineImes18,19,and20)

O~tl~r~u
r'd~

~~~gf-1s
LHA

ForPrivacyActandPaperworkReductionAct Notice,seethe separateinstructions.

1d
2
3
4
5

6c
7

3.684

002.

1.887.
143 680.

Bd

9c

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

6
3.836
2.092
457
483

606.
175.
262.
890.
727.

3 033.879.
802.296.
<262.488.
<89.268.
450.540.

Form990(2005)

18000623

739466

FWFoundation

2005.05060

FreedomWorks

>
>

Foundation,

In FWFOUNDl

1,
Form990

OG',5

Part II

FreedomWorks

Statement of
Functional Expenses

Do not include amounts reported on /me

6b, Bb, 9b, 10b, or 16 of Part I.

22 Grants and allocations (attach schedule)

(cash

0 noncash $

II !hos amount includes foreign grants. check here

Foundation

Inc.

52-1526916

Pa e2

All organizationsmustcompletecolumn(A). Columns(B),(C),and (D)arerequiredfor section501(c)(3)

and (4) organizationsandsection4947(a)(1)nonexemptcharitabletrusts but optionalfor others.
(B) Program
services

(A)Total

(C) Management
andgeneral

(D) Fundraismg

o.

~D

(attach
23 Specific assistance to 1nd1v1duals
schedule)
..
.. . .
24 Benefits paid to or for ma-nbers (attach
schedule)
..
..
25 Compensation of officers, directors, etc.* ~

22
23

24
25
26
26 Other salanes and wages
27
27 Pension plan contnbut1ons
28
28 Other employee benefrts
..
29
29 Payroll taxes
..
30
30 Professional fundra1singfees
31
31 Accounting fees
....
32
32 Legal fees
...
33
33 Supplies
. .
..
34
34 Telephone
...
. .. ..
35
35 Postage and sh1pp1ng
...
36
36 Occupancy
..
37
37 Equipment rental and maintenance
38
38 Pnnt1ngand publications .
39
39 Travel
40
40 Conferences, conventions, and meetings
41
41 Interest
42 Deprec1at1on,depletion, etc (attachschedule) 42
43 Other expenses not covered above Otemize):
43a
a
43b
b
43c
c
43d
d
43e
e
43f
f
g See Statement
3
43a
44 Total functional expenses. Add lines 22
through 43. (Organizations completing
columns (B)(D),carry these totals to lines
1315)
..
44
..

587 785.
609 709.

430.290.
502.505.

62 770.
59 335.

44.884.
41 503.

75.533.
43.653.

81 962.
63 551.

7.129.
7.971.

10 757.
9. 861.

75 327.
217 936.
15 385.
46 618.
10.758.
308.145.
28.427.
16.772.
297.983.
66.989.

199.400.
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.

457.890.

483.727.

3.033.879.

2.092.262.

75.327.
18.536.
6.065.
7.513.
1. 508.
41. 415.
3.764.
6.050.
475.

Joint Costs. Check ~

if you are following SOP 982.
Areany jomt costsfrom a combinededucationalcampaignandfundra1smg
sollcrtat1on
reportedm (B) Programservices?
~
If "Yes,'enter(i) the aggregateamountof theseJomtcosts$
N /A
;(ii) the amountallocatedto Programservices$ __
liiil the amountallocatedto Managementand general$
N /A
: and (ivl the amountallocatedto Fundra1smg
$
**

See Statement

1 208.
5 269.
2.787.
51.214.
4 655.
3 820.
105 381.
51.375.

Yes

[x]

No

--'N="-/-=-A=---N /A
Form990 (2005)

523011
02-03-06

18000623

739466

FWFoundation

2005.05060

FreedomWorks

Foundation,

In FWFOUNDl

-------

o~s
FreedomWorks
Foundation
Part Ill Statement of Program Service Accomplishments

Inc.

Form 990

52-1526916

Pa

e3

(See the mstruct,ons.)

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of 1nformat1onabout a particular organization.
How the public perceives an organ1zat1onin such cases may be determined by the 1nformat1onpresented on rts return. Therefore, please make sure the
return 1scomplete and accurate and fully descnbes, 1nPart Ill, the organ1zat1on'sprograms and accomplishments
What 1sthe organization's pnmary exempt purpose? ~

See

Statement

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

All organ1zat1onsmust descnbe their exempt purpose achievements 1na clear and concise manner. State the number of
clients served, publications issued, etc. Discuss achievements that are not measurable. (Section 501(c)(3) and (4)
organizations and 4947(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

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

b Public

Affairs:
Research
Federal
will
reaulations
information
throuah
nrint.
education.
!Grants and allocations

If this amount includes fore1an arants check here

1.644

299.

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

If this amount includes fore1an arants check here

~r

214.783.

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

) If this amount includes fore1an arants check here

233.180.

(Grants and allocations

$
Other program services (attach schedule)

\ If this amount includes fore1an a rants check here

(Grants and allocations

$
\ If this amount includes fore1an arants check here
Total of Program Servi:e Expenses (should equal line 44, column (B), Program services)

2,092,262.
Form 990 (2005)

523021
02-03-08

18000623

739466

FWFoundation

2005.05060

3
Freedomworks

Foundation,

In FWFOUNDl

Form 990 (20Cil5)

I Part

52 - 1526916

Inc.

Foun d ation.

FreedomWorks

IV I Balance Sheets (See the instructions.)

Note: Where required, attached schedules and amounts within the descnpt,on column

should be for end-of-year amounts only.

Cash noninterest-beanng

46

Savings and temporary cash investments

....

48 8 Pledges receivable
. .
.....
b Less: allowance for doubtful accounts

..
GI
Cl)
Cl)

Grants receivable

..

300 000.

..

...

Inventories for sale or use

53

Prepaid expenses and deferred charges

54

Investments - securities

55 a Investments

50
51c

51b

Investments - other

56

I 51a I

b Less: accumulated deprec1at1on

Other assets ( describe ~

5,759.

57b

Total assets lmust eaual line 741. Add Imes 45 throuah 58

61

Grants payable .

62

Deferred revenue

GI

63

Loans from officers, directors, trustees, and key employees

:s
cu

64 a Tax-exempt bond hab11it1es

,,c

..
::I

491.606.

59
61

...
....
...

... ..

66

Total liabilities.

Due to

related

entity

Add hnes 60 throuah 65)

that follow SFAS 117, check here~

[xJ

63
64a
64b

754.094.

65

134.410.

754.094.

66

134 410.

and complete lines

67 through 69 and hnes 73 and 74.

67

Unrestricted

68

Temporarily restricted

69

Permanently restricted

Organizations

<562.488.
300.000.

..
..

..

~67
68

382,348.
68.192.

69

that do not follow SFAS 117, check here ~ o;nd

complete hnes 70 through 74 .

Cl)

70

Capital stock, trust pnnc1pal, or current funds

tiCl)

71

Paid-in or capital surplus, or land, bu1ld1ng,and equipment fund

71

72

Retained earnings, endowment, accumulated income, or other funds

72

73

Total net assets or fund balances (add Imes 67 through 69 or Imes70 through 72;

74

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

..

584 950.

60
62

Other liabilities (describe ~

u..
0

57c
58

. ..
..

...
...

b Mortgages and other notes payable

Cl)

ID

....

. .
..

65

Organizations

4 296.

55c

Accounts payable and accrued expenses

:::i

53
54

55b

59

c
cu
iv

DFMV

Cost

55a

60

38,967.

land, buildings, and

57 a Land, bu1ld1ngs, and equipment: basis

GI

52

..

b Less. accumulated deprec1at1on

68 192.

49

I 51a I

equipment: basis

Cl)

48c

Receivables from officers, directors, trustees,

b Less: allowance for doubtful accounts

58

68 192.

488

..

52

56

47c

48b

51 a Other notes and loans receivable

<

512 462.

46

47b

. .

and key employees

Cl)

45

478

..

b Less: allowance for doubtful accounts

50

(B)
End of year

....

47 a Accounts receivable

49

(A)
Begmnmgof year

146 880.

..

. .

45

Page

70

...

Cl)

<
GI
z

..

<262,488.
491.606.

>73
74

450 540.
584 950.
Form 990 (2005)

523031
02-03-06

18000623

739466

FWFoundation

2005.05060

FreedomWorks

Foundation,

In FWFOUNDl

Form990

FreedomWorks

oos

Part IV-A

Foundation

Inc.

52-1526916

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See

Pa e5

the

instructions.)

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

b
1
2
3
4

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

.. . . .

Donated services and use of fac1lrt1es

..

...

Recovenes of pnor year grants

Other (specify}:

"

See Statement

..

."

Subtract line b from line a

d
1
2

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

...

Investment expenses not included on Part I, line 6b

IV-B

<89.268.
3 836.175.

>

Id1 I

..

d2
"

"

..

"

"

. .

..

..... e

Total revenue (Part I line 12l. Add lines c and d

I Part

"

3 746 907.

>
b

"

..

Other (specify):
Add Imes d1 and d2

3.836.175

0.
.

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

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 fac1llt1es

..

Losses reported on Part I, line 20

"

..

"

"

..

"

Other (specify):
Add lines b1 through b4

..

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

".

..

3.033.879.

ld1I
d2

Investment expenses not included on Part I, line 6b

Other (specify):

. ..

o.

...

d
1
2

3 033.879.

b1
b2
b3
b4

"

Subtract line b from hne a

Add lines d1 and d2

. . ..

Pnor year adJustments reported on Part I, hne 20

<89 268.

..

Add Imes b1 through b4

b1
b2
b3
b4

...

Net unrealized gains on investments

..

..

..

. .

. .

....

..... e

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

3.033

0.
879.

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 If they were not compensated.) (See the mstruct,ons.)
(B) Title and average hours (C) Compensation ( D Contr1but1onsto
(E) Expense
ployee benefit
(A) Nameand address
account and
per week devoted to
(If not paid, enter eplans
& deferred
pos1t1on
0-.}
compensation plans other allowances

I PartV-AI

Matt Kibbe ________________________

AvenueL Ste._1100_
1775 Pennsylvania
Washinaton
DC 20006
Jugy Mulcahy ______________________
AvenueL Ste._1100_
1775 Pennsylvania
Washinaton
DC 20006
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._Bqy_den
Gray ___________
1775 Pennsylvania
AvenueL Ste._1100_
Washinaton
DC 20006

President
22.00
Vice Presiden

126 866.
t/Treasur
er

0.

4 908.

22.00
Vice Presiden

60.883.
t/Secreta

0.

0.

75 128.

0.

0.

32.00
Board Member

320 000.

0.

o.

2.00
Member

0.

0.

0.

5.00

0.

0.

0.

22.00
Chairman

Board

ry

--------------------------------------------------------------------------------------------------------------------------------Form 990 (2005)

523041 02-03-06

18000623

739466

FWFoundation

2005.05060

5
FreedomWorks

Foundation,

In FWFOUNDl

75 a

(continued)

Paoe

Yes No

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

. .

meetings

52 - 1526916

,,

Inc.
Free d omWor k s Foun d at1on.
I Part V-A I Current Officers, Directors, Trustees, and Key Employees
Fenn 990 (2005)

..

..

. .

....

..

Are any officers, directors, trustees, or key employees hsted 1nFenn 990, Pat V-A,or hghest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors hsted 1nSchedule A,
Part II-Aor 118,related to each other through family or business relat1onsh1ps?If 'Yes,' attach a statement that identifies
the 1nd1v1dualsand explains the relat1onsh1p(s)
. ..
..
.. . .
...
..
. .

75b

Do any officers, directors, trustees, or key employees listed 1nFenn 990, Pelt VA, or hghest compensated employees
listed 1nSchedule A, Part I, or highest compensated professional and other independent contractors listed 1nSchedule A,
Part llA or 11-8,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

x
x

Note. Related organizations include section 509(a)(3) supporting organ1zat1ons.

If "Yes,' attach a statementthat 1dentrf1es
the ind1v1duals,
explainsthe relat1onsh1p
betweenthis organizationand the other orgamzat1on(s),and
describesthe compensationarrangements,including amounts paid to each ind1v1dual
by each relatedorganization.

75d x
Form~r Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any fonner officer, director, trustee, or key employee received compensation or other benefits (descnbed below) dunng

Does the organization have a wntten conflict of interest policy?

I Part

V-B

the year, list that person below and enter the amount of compensation or other benefits 1nthe appropriate column. Seethe mstruct1ons.)

{ D)Contr1but1ons to
(B) Loans and Advances

(A) Nameand address

(C) Compensation

None

employee benefit
plans & deferred
comnensat1on clans

(E) Expense
accountand
other allowances

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

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

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

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

I Part VI I Other Information

Yes No

(See the instructions.)

76

Did the organ1zat1onengage 1nany act1v1tynot previously reported to the IRS? If 'Yes,' attach a detailed

77

Were any changes made in the organizing or governing documents but not reported to the IRS? .

78 a

Did the orgarnzat1on have unrelated business gross income of $1,000 or more during the year covered by this return?

description of each act1v1ty

. ......

""

...

..

x
x

76
77

If "Yes,' attach a conformed copy of the changes.

b If 'Yes,' has rt filed a tax return on Form 990-T for this year?

79
80 a

..

..

Was there a liqu1dat1on,d1ssolut1on,tenn1nat1on, or substantial contraction dunng the year? If 'Yes,' attach a statement
membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?

FreedomWor

ks , Inc.
and check whether rt 1s [xJ exempt or

Enter direct or 1nd1rectpolrt1cal expenditures. (See line 81 1nstruct1ons.)

..

I 81a I

BO
a

..

x
x

nonexempt

o.
81b

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

Form 990 (2005)

523161/02-0306

18000623

78a
78b
79

Is the organization related (other than by assoc1at1onwrth a statewide or nat1onw1deorganization) through common

b If 'Yes,' enter the name of the organization~

81 a
b

...

N/A

..

739466

FWFoundation

2005.05060

6
FreedomWorks

Foundation,

In

FWFOUNDl

Form 990 (2005)

FreedomWorks
I Part VI I Other Information (continued)

Foundation.

52-1526916

Inc.

Paoe 1
Yes No

82 a Did the organization receive donated services or the use of matenals, equipment, or fac1lit1esat no charge or at substantially
less than fair rental value?

..

...

..

..

..

..

..

82a

... .

b If 'Yes, you may 1nd1catethe value of these Items here Do not include this
amount as revenue 1nPart I or as an expense 1nPart II.

I 82b I
(See 1nstruct1ons in Part Ill.)
...
83 a Did the organ1zat1oncomply wrth the public 1nspect1onrequirements for returns and exemption applications?
b Did the organ1zat1oncomply wrth the disclosure requirements relating to quid pro quo contributions?
84 a Did the organization solicit any contnbut1ons or gifts that were not tax deductible?

..

NIA
.
...

N / A.

83a
83b

~/ ~

84a

b If "Yes, did the organization include wrth every sohcitat1on an express statement that such contnbutions or gifts were not
tax deductible?
..
...
. .
. .
501(c)(4), (5), or (6) orgamzat,ons. a Were substantially all dues nondeductible by members?

85

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

A
A

84b
85a

N/ A

85b

.. N /
. N/

..
. ... .
..

If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organ1zat1onreceived a
waiver for proxy tax owed for the pnor year.

Dues, assessments, and similar amounts from members

..

..

Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices

NIA
NIA
NIA
NIA
N/A

85a

....

..N/A

85h

86a
86b
87a

NIA
NIA
NIA

87b

NIA

85c
85d
85e
85f

..

d Section 162(e) lobbying and political expenditures.

...

f Taxable amount of lobbying and poht1cal expenditures Q1ne85d less 85e)

..
..
g Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?
.. .
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f
to rts reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the
following tax year?

86

501(c)(7) organizations. Enter: a lnit1at1onfees and capital contnbut1ons included on

line 12

b Gross receipts, included on line 12, for public use of club facilities

87

501(c)(12) organizations. Enter: a Gross income from members or shareholders.

b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.)

At any time during the year, did the organization own a 50% or greater interest 1na taxable corporation or partnership,

88

or an entity disregarded as separate from the organization under Regulations sections 301. 7701 2 and 301 7701-3?
If 'Yes,' complete Part IX

89 a

....

..

..

..

. .

88

..

501 (c)(3) organizations. 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) organizations. Did the organization engage 1nany section 4958 excess benefit

___,O=-=-.

transaction during the year or did rt become aware of an excess benefit transaction from a pnor year?
If 'Yes,' attach a statement explaining each transaction ..

..

..

... . .

89b

..

Enter: Amount of tax imposed on the organization managers or d1squalif1edpersons during the year under

0.
0
-=S=-e=-=e'--S=-=t'-'a=-=tc.,e=m=-=ec..:n=t'--8=-------~-.....----------

sections 4912, 4955, and 4958 .

....

d Enter: Amount of tax on line 89c, above, reimbursed by the organization

....

90 a l.Jst the states wrth which a copy of this return 1sfiled ...,.__
b Number of employees employed 1nthe pay penod that includes March 12, 2005 .

! 90b !

91 a Thebooksaremcareof.... The Organization

Telephone
no..... 202-783-3870
Locatedat...,. 1775
Pennsylvania
Ave.,
NW, Washington,
DC
ZIP+4 ...,.=2~0~0~0~6~-b At any time dunng the calendar year, did the organ1zat1onhave an interest 1nor a signature or other authority

Yes No

over a f1nanc1alaccount 1na foreign country (such as a bank account, secunties account, or other financial
account)?
If "Yes," enter the name of the foreign country ....

.....

91b

91c

N /A

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

See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank
and F1nanc1alAccounts.

c
92

At any time dunng the calendar year, did the organization maintain an office outside of the United States?
If "Yes," enter the name of the foreign country .... ----~N~/~A ___________________
Section 4947(a)(1) nonexempt chantable trusts f1/mgForm 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

Form 990 (2005)

523162
02-03-06

18000623

739466

FWFoundation

2005.05060

7
FreedomWorks

Foundation,

In

FWFOUNDl

Form 990 (2005)

I Part

VII

..

FreedomWorks

Analysis of Income-Producing

Note: Enter gross amounts unless otherwise

indicated.

93 Program service revenue:

52 - 1526916

Inc.

Foundation.
Activities

Paoe 8

(See the instructions.)

Unrelatedbusinessincome
(B)
Business
Amount
code

Excluded by section 512, 513, or 514

(C)

(A)

(E)
Relatedor exempt
functionincome

(D)
Amount

Exclus1on
code

a
b

c
d
e
f Med1care/Med1ca1d
payments
. . ..
g Fees and contracts from government agencies
94 Membership dues and assessments
..
95 Intereston savingsandtemporarycashinvestments
96 D1v1dendsand interest from securities
. "
97 Net rental income or Qoss)from real estate:
a debt-financed property
b not debt-financed property
"
.
98 Net rental income or Qoss)from personal property
99 Other investment income
..
100 Gain or Qoss)from sales of assets
other than inventory
101 Net income or Qoss)from special events
"
102 Gross profit or Ooss)from sales of inventory
103 Other revenue:

Other

a
b

14

1.887.

16

143.680.

6 606.

16

revenue

c
d
e

o.

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

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

152

173.
0.
...,_____ 1.....
5......
2....,__
1....
1~3~

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

I Part VIII I Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.

I Part

IX

Information Regarding Taxable Subsidiaries and Disregarded Entities

(A)
Name,address,and EINof corporation,
oartnersh10.
or d1sreaarded
ent1tv

(B)
Percentageof
awnershiointerest

(C)

Natureof activ1t1es

(See the instructions.)

<?.

D)
Tota income

End-o-year
assets

"lo
"lo
"lo
"lo

NIA

I PartX

(See the instructions.)

of the organization's
Explainhow eachactivityfor which income1sreportedin column(E)of PartVII contributedimportantlyto the accomplishment
exemptpurposes(otherthanby providingfunds for such purposes).

Information Regarding Transfers Associated with Personal Benefit Contracts

(See the instructions.)

(a) Didthe organization,duringthe year,receiveanyfunds,directlyor indirectly,to paypremiumson a personalbenefitcontract?

(b) Didthe organization,durmgthe year,paypremiums,directlyor indirectly,on a personalbenefitcontract?
Note: If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions).

Dves
Dves

[xJ
[xJ

No
No

Please
Sign
Here
Preparer's SSN or PTIN

Paid
Preparer's
Use Only
523163
02-03-06

Firm's name (or

yours 11
self-employed),
address, and
ZIP + 4

Rogers
& Company PLLC
111...8300Boone Boulevard,
Suite
,...Vienna
Vir inia
22182

600
Phoneno.....

703

893-0300
Form990 (2005)

18000623

739466

FWFoundation

2005.05060

8
FreedomWorks

Foundation,

In

FWFOUNDl

SCHEDULE A

Organization Exempt Under Section 501 (c)(3)

(Form 990 or 990-EZ)

(ExceptPrivateFoundation)
andSection501(e),501(1),501(k),
501(n),or 4947(a)(1)Nonexempt
CharitableTrust

Supplementary

Department of the Treasury

lnternat Revenue Service

Nameof theorganization

OMB No 1545-0047

2005

lnformation-(See separate instructions.)

MUSTbe completedby the aboveorganizations

andattachedto their Form990or 990-EZ
Employeridentificationnumber

FreedomWorks

Foundation

Inc.

52 1526916

Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees

Part I

(Seepage1 of the mstruct1ons.

Listeachone.If therearenone,enter'None.")
(d) Contnbut,ons to
(b) 11t1e
andaveragehours
(e) 1:xpense
(a) Nameandaddressof eachemployee
paid
benefit
(c) Compensationemployee
andother
perweekdevotedto
plans & deferred account
morethan$50,000
compensation
position
allowances

~p

Mary_~rne
-----------------------address
Oraanization's
Wayne Brough---------------------address
Oraanization's
Richard
Walker _____________________
Oraanization's
address

22.00
!Economist
22.00
Directo
State
22.00

65 439.

so.
so.

55.945.

0.

73 599.
Ir

------------------------------------------------------------------Totalnumberof otheremployees
paid
over$50.000

I Part

II-A

Compensation of the Five Highest Paid Independent Contractors for Professional Services
(Seepage2 of theinstructions.
List eachone(whethermdiv1duals
or firms).If therearenone,enter"None.')
(a) Nameandaddressof eachindependent
contractorpaidmorethan$50,000

(b) Typeof service

Kevin L. MannixL P.C. _________________________

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

Lea al Services
~ccounting
services
Survey and
research

(c) Compensation

200.089.
57.667.
55.000.

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

~I

Totalnumberof othersrece1vmg
over
$50,000for profess10nal
services

I Part

11-BI Compensation of the Five Highest Paid Independent Contractors for Other Services
(Listeachcontractorwhoperformed
servicesotherthanprofessional
services,whetherind1v1duals
or
firms.If therearenone,enter'None.'Seepage2 of themstruct1ons.)
contractorpaidmorethan$50,000
(a) Nameandaddressof eachindependent

CMDI
7704 Leesburq

Pike

Fall

Church

(b) Typeof service

Database
manaaement

VA 22043

(c) Compensation

95.881.

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

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

~I

Totalnumberof othercontractorsreceivingover
$50,000for otherservices

s23101102-03-o6

LHA ForPaperworkReductionAct Notice,seethe Instructionsfor Form990andForm990-EZ.

ScheduleA (Form990or 990-EZ)2005

18000623

739466

FWFoundation

2005.05060

FreedomWorks

Foundation,

In FWFOUNDl

5 2 -15 2 6 916

IPart

Ill

I Statements

Page2

Yes No

About Activities (Seepage2 of theinstructions.)

Duringtheyear,hastheorganization
attempted
to influencenational,state,or locallegislation,
includinganyattemptto influence
pubhcopinionon a legislative
matteror referendum?
If "Yes;enterthetotalexpenses
paidor incurredm connection
wrththe
lobbyingactivrt1es
~
$
$
(MusteQualamountson lme38,PartVI-A,or
lmei of PartVI-B.)
Organizatmns
thatmadeanelectionundersection501(h)by flhngForm5768mustcompletePartVI-A.Otherorganizations
checking"Yes'mustcompletePartVI-BANDattacha statement
g1vmg
a detaileddescriptionof thelobbyingactiv1t1es.
Duringtheyear,hastheorganization,
ertherdirectlyor indirectly,engaged
in anyof thefollowingactswrthanysubstantial
contributors,
or membersof theirfam1hes,
or wrthanytaxableorganization
wrthwhichanysuch
trustees,directors,officers,creators,keyemployees,
person1safflhated
asanofficer,director,trustee,ma1orrty
owner,or prmc1pal
beneficiary?
(If the answer to any question is "Yes,'

attach

a detailed statement explaining the transactions.)

.See Statement

a Sale,exchange,
or leasingof property?

2a

b Lendingof moneyor otherextensionof credit?

2b

c Furnishingof goods,services,or fac1ht1es?

2c

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

Part

V-A~ . Form 9 9 0

e Transferof anypartof its incomeor assets?

of how
3 a Doyou makegrantsfor scholarships,
fellowships,
studentloans,etc.?(If-Yes;attachan explanation
thatrec1p1ents
Quahfy
to receivepayments.)
you determine
b Doyou havea section403(b)annuityplanfor youremployees?
receivea contributionof Quahfled
realpropertyinterestundersection170(h)?
c Duringtheyear,didtheorganization
4 a Didyou mamtam
anyseparate
accountfor part1c1patmg
donorswheredonorshavetherightto provideadvice
on the useor d1stribut1on
of funds?
b Dovou orov1de
creditcounsehna.
debtmanaaement.
creditrena1ror debtnenot1at1on
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 themstruct1ons.)

1snota privatefoundationbecause
111s:(PleasecheckonlyONEapplicable
box.)
Theorganization
5
D A church,conventionof churches,or assoc1atmn
of churches.
Section170(b)(1)(A)(O.
6
A school.Section170(b)(1)(A)(ii).
(AlsocompletePartV.)
1
D A hospitalor a cooperativehospitalserviceorganization.Section170(b)(1)(A)(u1).
a D A Federal,state,or localgovernmentor governmentalunit.Section170(b)(1)(A)(v).
Enterthe hospital'sname,city,
e D A medicalresearchorganizationoperatedmconjunctionwrtha hospital.Section170(b)(1)(A)(fi1).
andstate ~
10 D
An organization
operatedfor thebenefitof a collegeor universityownedor operatedby a governmental
unit.Section170(b)(1)(A)(111).
(AlsocompletetheSupportSchedulein PartIV-A.)
11a [xJ
Anorganization
thatnormallyreceives
a substantial
partof its supportfroma governmental
unitor fromthegeneralpubhc.
Sectmn170(b)(1)(A)(vi).
(Alsocompletethe SupportSchedulem PartIV-A.)
11b D
A communitytrust.Section170(b)(1)(A)(vi).
(Alsocompletethe SupportSchedulem PartIV-A.)
12 D
An organization
thatnormallyreceives:
( 1) morethan33 1/3%of its supportfromcontributions,
membership
fees,andgross
relatedto its charitable,
etc.,functions- sub1ect
to certainexceptions,
and(2) no morethan33 1/3%of
receiptsfromactiv1t1es
its supportfrom grossinvestment
incomeandunrelated
businesstaxableincome(lesssection511tax)from businesses
acQu1red
by theorganization
afterJune30, 1975.Seesection509(a)(2).(AlsocompletetheSupportSchedulem PartIV-A.)

13

An organization
that1snot controlledby anyd1sQuahfled
persons(otherthanfoundationmanagers)
andsupportsorganizations
described
m:
(1) Imes5 through12above;or (2) sections501(c)(4),(5),or (6),if theymeetthetestof section509(a)(2).Checktheboxthatdescribes
thetypeof supportingorganization:
~
D Type1
D Type2
D Type3
Providethefollowinginformation
aboutthesupportedorganizations.
(Seepage6 of theinstructions.)
(b)Linenumber
fromabove

(a) Name(s)of supportedorganization(s)

14

An organization
organized
andoperatedto testfor pubhcsafety.Section509(a}(4).(Seepage6 of theinstructions.)

~~~6j-b5
18000623

739466

ScheduleA (Form990or 990-EZ)2005

FWFoundation

2005.05060

10
FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA(FOFm990or-990-EZ)2005
FreedomWorks
Foundation
Inc.
52-1526916
Page3
Part IV-A Support Schedule (Completeonly If you checked a box on line 10, 11, or 12.) Use cash method of acco1.11ting

. flrom the accrua I to th e cash met hd

o of accountm.a.
Note: You mav use the worksheet in the instructions for convertm
Calendaryear(or fiscalyear
(d) 2001
(c) 2002
(e) Total
lb) 2003
(a) 2004
beginningin)
.
~
15 Gifts,grants,andcontributions
received.(Donoti~fludeunusual
0.
0.
2 921.250.
grants.Seelme28.
609. 981.
2 311.269.
feesreceived
16 Membership
17 Grossreceiptsfromadm1ssmns,
merchandise
soldor services
performed,
or furmshmgof
manyact1V1ty
that1s
fac1ht1es
relatedto theorganization's
charitable,
etc.,purpose
18 Grossincomefrominterest,
dividends,
amountsreceived
from
payments
on securitiesloans(sect1on512(a)(5)),rents,royalties,and
businesstaxableincome
unrelated
(lesssection511taxes)from
businesses
acquiredby the
orgamzat1on
afterJune30, 1975
492.
0.
62.601.
62.109.
19 Netincomefromunrelated
business
notincludedin lme18
activ1t1es
leviedfor the
20 Taxrevenues
orgamzat1on's
benefitandeither
on its behalf
paidto 1tor expended
21 Thevalueof servicesor facilities
furnishedto theorgamzat1on
by a
governmental
unitwithoutcharge.
Donot includethevalueof services
or fac1ht1es
generally
furnishedto
thepublicwithoutcharge
22 Otherincome.Attacha schedule.
See Stateme Int 10
Donot mcludegamor (loss)from
saleof capitalassets
16. 951.
16.951.
23 Totalof Imes15through22
0.
0.
610.473.
3.000 802.
2.390 329.
24 Lme23 mmuslme17
3.000 802.
610.473.
2.390.329.
25 Enter1%of line23
6.105.
23.903.
26 Organizations
~ 26a
describedon lines 10or 11: a Enter2% of amountm column(e),lme24
60 016.

o.

b Preparea listfor yourrecordsto showthenameof andamountcontributed

by eachperson(otherthana governmental
umtor publiclysupportedorganizatmn)
whosetotalgiftsfor 2001through2004exceeded
theamountshownm line26a.
Donotfile this list withyour return. Enterthetotalof all theseexcessamounts
~ 26b
1.724 331.
c Totalsupportfor section509(a)(1)test Enterlme24,column(e)
~ 26c
3.000 802.
d Add:Amountsfromcolumn(e)for Imes: 18
19
621601.
22
26b
~ 26d
1. 803 883.
161951.
117241331.
e Publicsupport(lme26cmmuslme26dtotal)
~ 26e
1 196 919.
f PublicSUDDOrt
fline 26elnumeratorldividedbv line 26cldenominatorll
~ 261
39.8866%
Dercentaae
27 Organizations
describedon line 12:a Foramountsincludedin Imes15,16,and17thatwerereceivedfroma 'd1squahf1ed
person;preparea hstfor your
recordsto showthenameof, andtotalamountsreceivedm eachyearfrom,each'd1squahf1ed
person."Donotfile this list withyourreturn.Enterthesumof
suchamountsfor eachyear:
NI A
(2004)
(2003)
(2002) .
(2001)
b Foranyamountincludedm lme17thatwasreceivedfromeachperson(otherthan'd1squahf1ed
persons'),preparea hstfor yourrecordsto showthenameof,
andamountreceivedfor eachyear,thatwasmorethanthe larger of (1) theamounton line25 for theyearor (2) $5,000.(Includein thehstorgamzat1ons
describedm Imes5 through11b,aswellas individuals.)
Donotfile this list withyourreturn.Aftercomputingthedifference
betweentheamountreceived
and
the largeramountdescribedm (1) or (2), enterthesumof thesedifferences
(theexcessamounts)for eachyear: NI A
(2004)
(2003)
(2002) .
(2001)
c Add:Amountsfromcolumn(e)for Imes:
15
16 _______
_
~ 27c
17
20
21 ------d Add:Line27atotal
andlme27btotal
~ 27d
e Publicsupport(lme27ctotalmmuslme27dtotal)
~ 27e
Totalsupportfor section509(a)(2)test Enteramounton lme23,column(e)
271
NLA
g Public support percentage (line 27e (numerator) divided by 6ne 27f (denominator))
~ 27
N A %
h Investment income rcenta e line 18 column e numerator divided b line 27f denominator
~ 27h
N A %
28 Unusual Grants: Foranorgamzat1on
described
in lme10,11,or 12thatreceived
anyunusualgrantsduring2001through2004,preparea hstfor yourrecordsto
of thenatureof thegrant.Donotfile this list withyour
show,for eachyear,thenameof thecontributor,
the dateandamountof thegrant,anda briefdescription
return.Donot includethesegrantsin line15.

None

523121 02-03-06

18000623

739466

FWFoundation

2005.05060

Schedule A (Form 990 or 990-EZ) 2005

11
FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA(Fo,m990or,990-EZ)2005
FreedomWorks Foundation,
Private School Questionnaire (Seepage7 of theinstructions.)

IPart VI

(To be completed

30
31

Doestheorganization
maintainthefollowing:
staff?. . .
a Recordsindicatingthe racialcompositionof the studentbody,faculty,andadministrative
...
thatscholarships
andotherfinancialassistance
areawardedon a raciallynondiscriminatory
basis?
b Recordsdocumenting
brochures,announcements,
andotherwrittencommunications
to thepublicdealingwrthstudent
c Copiesof all catalogues,
admissions,programs,andscholarships?
..
or on its behalfto solicitcontributions?
d Copiesof all materialusedby theorganization
If youanswered
'No"to anyof the above,pleaseexplain.(If you needmorespace,attacha separatestatement.)

33
a
b
c
d
e
f
g
h

Page4

ONLY by schools that checked the box on line 6 in Part IV)

Doestheorganization
havea raciallynondiscriminatory
policytowardstudentsby statementin its charter,bylaws,othergoverning
instrument,or in a resolutionof its governingbody?
..
Doestheorganization
includea statementof rtsraciallynondiscriminatory
policytowardstudentsin all its brochures,
catalogues,
andotherwrittencommunications
wrththepublicdealingwrthstudentadm1ss1ons,
programs,andscholarships?
Hastheorganization
publicizedits raciallynondiscriminatory
policythroughnewspaper
or broadcastmediaduringtheperiodof
solicitationfor students,or duringthe reg1strat1on
periodIf 1thasno solic1tat1on
program,in a waythat makesthe policyknown
to all partsof thegeneralcommunityit serves?
..
If "Yes,'pleasedescribe;1f'No,' pleaseexplain.(If you needmorespace,attacha separate
statement)

29

32

5 2 -15 2 6 916
N/A

Inc.

Yes No
..

29
30

31

32a
32b
32c
32d

Doestheorganization
discriminate
by racein anywaywrthrespectto:
Students'rightsor privileges?
Admissionspolicies? .
..
Employment
of facultyor administrative
staff?
..
Scholarships
or otherfinancialassistance?
Educational
policies?
Useof facilities?
Athleticprograms?
Otherextracurricular
activ1t1es?
"Yes"to anyof the above,pleaseexplain.(If you needmorespace,attacha separatestatement)
If youanswered

33a
33b
33c
33d
33e
33f
33a
33h

receiveanyfinancialaidor assistance
froma governmental
agency?
34 a Doesthe organization
rightto suchaideverbeenrevokedor suspended?
b Hastheorganization's
..
"Yes"to either34aor b, pleaseexplainusingan attachedstatement.
If youanswered
certifythatit hascompliedwrththeapplicable
requirements
of sections4.01through4.05of Rev.Proc.75-50,
35 Doesthe organization
If 'No,'attachan explanation
1975-2C.B.587,coveringracialnond1scriminat1on?

34a
34b

35
ScheduleA (Form990or 990-EZ)2005

523131
02-03-06

18000623

739466

FWFoundation
----------

2005.05060

12
FreedomWorks

Foundation,

In FWFOUNDl

Schedule
A (Fa.rm990or 990-EZ)2005 FreedomWor

IPart VI-A I Lobbying

D

Check .... a

ks Foundation

Inc

Expenditures by Electing Public Charities (Seepage9 of the instructions.)

(Tobecompleted
ONLYby aneligibleorganization
thatfiledForm5768)
Check ....b D
1ftheoroamzat1on
belonosto anaffiliatedorouo.

Limits on Lobbying Expenditures

(Theterm'expenditures'
meansamountspaidor incurred.)

5 2 -15 2 6 916 Page5

N/A

aoolv.
1fvoucheckeda and'limitedcontrol'orov1s1ons
(a)
(b)
Affiliatedgroup
To becompleted
for ALL
totals
electingorgamzat1ons

N/A
36
37
38
39
40
41

36
37
38
39
40

to influencepublicopinion(grassrootslobbying)
Totallobbyingexpenditures
to influencea legislative
body(directlobbying)
Totallobbyingexpenditures
(addlines36 and37)
Totallobbyingexpenditures
Otherexemptpurposeexpenditures
Totalexemptpurposeexpenditures
(addImes38 and39)
Lobbyingnontaxable
amountEntertheamountfromthefollowingtableThelobbyingnontaxableamountis If the amounton line 40 is Not over $500,000

20% of the amount on line 40

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

$100,000 plus 15% 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% of the excess over $1,500,000

Over $17,000,000

$1,000,000

nontaxable
amount(enter25%of line41)
42 Grassroots
43 Subtractlme42 fromline36.Enter-0- if line42 is morethanlme36
44 Subtractlme41 fromline38.Enter-0- if lme41 is morethanlme38
Caution: If there

41

42
43
44

..

is an amount on either /me 43 or /me 44, you must file Form 4720.

4-Year Averaging Period Under Section 501(h)

(Someorgamzat1ons
thatmadea section501(h)electiondo nothaveto completeall of thefivecolumns
below.Seethe mstruct1ons
for Imes45 through50 on page11of theinstructions.)
LobbyingExpenditures
During4-YearAveragingPeriod
Calendaryear(or
fiscalyear beginningin)

(a)

2005

(b)
2004

(c}

(d)

2003

2002

NIA
(e)
Total

45 Lobbyingnontaxable
amount
46 Lobbyingceilingamount
1150%of line451e\l
47 Totallobbying
exoend1tures
48 Grassroots
nontaxable
amount
ceilingamount
49 Grassroots
(150%of line48(el)
50 Grassroots
lobbying
exoend1tures

I Part

VI-B

0.
0.

o.
o.
o.
0.

Lobbying Activity by Nonelecting Public Charities

thatdid notcompletePartVI-A)(Seepage11of themstruct1ons.)
(Forreportingonlyby orgamzat1ons

Durmgtheyear,didtheorganization
attemptto influencenational,stateor locallegislation,
includinganyattemptto
influencepublicopinionon a legislative
matteror referendum,
throughtheuseof:
a Volunteers
..
..
b Paidstaffor management
(Includecompensation
m expenses
reportedon Imesc throughh.).
c Mediaadvertisements
legislators,
or thepublic
d Mailingsto members,
e Publications,
or publishedor broadcast
statements
f Grantsto otherorganizations
for lobbyingpurposes
g Directcontactwith legislators,
theirstaffs,government
offlc1als,
or a legislative
body
h Rallies,demonstrations,
seminars,
conventions,
speeches,
lectures,or anyothermeans
(Addlinesc throughh.)
i Totallobbyingexpenditures
If "Yes'to anyof theabove,alsoattacha statement
givmga detaileddescription
of thelobbyingactivities.
523141
02-03-06

18000623

NIA
Yes

No

Amount

0.
ScheduleA (Form990or 990-EZ)2005

739466

FWFoundation

2005.05060

13
FreedomWorks

Foundation,

In FWFOUNDl

ScheduleA(Form990or990-EZ)2005
FreedomWorks

IPart VII I Information

Foundation,

Inc.

52-1526916

Pages

Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (Seepage12of theinstructions.)

51
a

c
d

Didthereportingorganization
directlyor indirectlyengagein anyof thefollowingwithanyotherorganization
describedin section
or in section527,relatingto politicalorganizations?
501(c)of theCode(otherthansection501(c)(3)organizations)
Transfers
fromthereportingorganization
to a noncharltable
exemptorganization
ot
(i) Cash
(ii) Otherassets
Othertransactions:
exemptorganization
(i) Salesor exchanges
of assetswitha noncharltable
(ii) Purchases
of assetsfroma noncharltable
exemptorganization
(iii) Rentalof fac1ht1es,
equipment,
or otherassets
(iv) Reimbursement
arrangements
(v) Loansor loanguarantees
(vi) Performance
of servicesor membership
or fundra1sing
sohc1tat1ons
Sharingof fac1ht1es,
equipment,
mailinghsts,otherassets,or paidemployees
If theanswerto anyof theabove1s"Yes,'completethefollowingschedule.
Column(b) shouldalwaysshowthefair marketvalueof the
If theorganization
receivedlessthanfair marketvaluein any
goods,otherassets,or servicesgivenby thereportingorganization.
transaction
or sharingarrangement,
showin column(d) thevalueof thegoods,otherassets,or servicesreceived:

(a)
Lineno.

51c

(b)
Amountinvolved

1.599

(c)

Nameof noncharllable
exemptorganization

046. J;"reedomWorks.

Inc.

Yes
51a(i)
a(ii)
b(i)
b(ii)
b(iii)
b(iv)
b(v)
b(vi)

FreedomWorks.

Inc.

See Statement

(b)
Typeof organization

50l(c)(4)

11

0No

(c)
Description
of relat1onsh1p

See

523151
020306

18000623

x
x
x
x
x
x
x
x

(d)
Description
of transfers,transactions,
andsharingarrangements

52 a Is theorganization
directlyor indirectlyaffiliatedwith,or relatedto, oneor moretax-exempt
organizations
describedin section501(c) of the
Code(otherthansection501(c)(3))or in section527?
~ [xJ Yes
b If "Yes;completethefollowingschedule:
(a)
Nameof organization

No

Statement

12

ScheduleA (Form990or 990-EZ)2005

739466

FWFoundation

2005.05060

14
FreedomWorks

Foundation,

In FWFOUNDl

2005 DEPRECIATIONAND AMORTIZATIONREPORT

Form 990
Asset

No

528102
01-06-06

Description

Page

Date
Acquired Method

990

2
Life

Line

No

Unad1usted
CostOrBasis

(D) Asset disposed

19

Bus%
Exel

Reduction
In
Basis

Accumulated Current
BasisFor
Deprec1at1on Deprec1at1on Sec179

AmountOf
Deprec1at1on

ITC, Section 179, Salvage, Bonus, Commercial Rev1tahzat1onDeduction, GO Zore

FreedomWorks

Foundation,

52-1526916

Inc.

. Form 990

Kind

and

Sublease
Total

Rental

Location
of

to

Statement

Income
Activity
Number

of Property

facilities

Form 990,

Form 990

Gross
Rental
Income

1
Part

Other

I,

line

143,680.

6a

Changes

143,680.

in Net Assets

or

Fund Balances

Statement

Description
Realized
Total

unrealized

Form 990,

Part

losses,

net

I,

20

line

Form 990

of

Other
(A)

Description

Total

Professional
Miscellaneous
Insurance
Noncapital
Novelties
Advertising
Rentals
Subscriptions
Dues
Photography
Total

to

18000623

Amount
and

to

fees
expenses

Fm 990,

739466

ln

43

FWFoundation

investment

<89,268.>
<89,268.>

Expenses

Statement

(C)
Management
and General

( B)

Program
Services

428,373.
21,067.
34,932.24,431.
61,161.
9,849.
7,553.
16,793.13,052.
5,365.
12,297.11,824.
840.

280,541.
565.

598,230.

352,924.

2005.05060

fees

534.
5,806.
0.

0.

776.

-------

Fundraising

731.
2,813.
2,366.
184.

2,085.

20
FreedomWorks

( D)

69,750.78,082.
19,968.
4,695.
58,182.

2,979.
9,849.
6,822.

0.

158,689.

0.
0.

928.
914.
289.
64.
86,617.

Statement(s)
l, 2, 3
Foundation,
In FWFOUNDl
--~---

FreedomWorks

Foundation,

. Form 990

Name of
Matt

Officer

Officer,

etc.

Kibbe

A. Program

Services

B. Management

and General

Judy

Officer,

etc.

Mulcahy

A. Program

Compensation
Part
II, Line

Compensation

Statement

Allocation
25

Employee
Ben. Plans

Expense
Accounts
4,908.131,774.

107,836.

2,454.110,290.

12,687.

Compensation

1,963.

14,650.

491.

Employee
Ben. Plans

Totals

126,866.

6,343.

C. Fundraising

Name of

52-1526916

Inc.

6,834.

Expense
Accounts

Totals

60,883.

60,883.

60,883.

60,883.

Services

B. Management

and General

C. Fundraising

Name of
Jaci

Officer,

Brown

A. Program

Expense
Accounts

Employee
Ben. Plans

Totals

75,128.

75,128.

75,128.

75,128.

and General

Fundraising

18000623

Compensation

Services

B. Management

c.

etc.

739466

FWFoundation

2005.05060

21
FreedomWorks
------

----~---

Foundation,

Statement(s)
4
In FWFOUNDl
--

. FreedomWorks

Name of

Foundation,

Officer,

Honorable
Armey
A. Program

Totals

K.

Services

B. Management

Expense
Accounts

Employee
Ben. Plans

Compensation

etc.

Richard

52-1526916

Inc.

and

320,000.

320,000.

320,000.

320,000.

General

C. Fundraising

Total

Program

Total

Management

Total

Fundraising

Total

Officer,

Form 990

430,290.

Services
and

75,533.

General

81,962.
etc.,

Compensation

Statement

included

of Organization's
Part

on Parts

Primary

V-A and V-B

Exempt

Purpose

587,785.

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 990

Description
Realized
Total

18000623

promotion

and

Statement

Amount
and

to

the

unrealized

Form 990,

739466

Part

losses,

net

of

investment

fees

IV-A

FWFoundation

<89,268.>
<89,268.>

2005.05060

22
FreedomWorks

Statement(s)
4, 5, 6
Foundation,
In FWFOUNDl

FreedomWorks

Foundation,

Form 990

Part

Officer's
Matt

V-A Officer
Compensation
Related
Organizations

Name

Statement

Employee
Benefit
Plan
Contribution

Organization

FreedomWorks,

Inc.

Relationship

Between

Historical

Employer

3,912.
ID Number

52-1349353
Organizations

relationship/Common

Compensation

Expense
Account

o.

101,106.

Related

Employee

from

Compensation

Kibbe

Name of

board

members

Description

compensation

Officer's
Jaci

52-1526916

Inc.

Name

Compensation

Brown

59,873.

Name of Related

Organization

FreedomWorks,
Relationship

Employer

0.

ID Number

52-1349353
Organizations

relationship/Common

Compensation

Expense
Account

0.

Inc.
Between

Historical

Employee
Benefit
Plan
Contribution

board

members

Description

Employee

compensation

18000623

739466

FWFoundation

2005.05060

23
FreedomWorks

Foundation,

Statement(s)
7
In FWFOUNDl

FreedomWorks

Foundation,

Compensation

Officer's

Name

Honorable

Richard

Name of Related

Non-employee

compensation

board

members

Compensation

Name

Relationship

Employee

Organizations
board

members

Description

compensation

***See Statement
employees
listed
organizations.

18000623

ID Number

52-1349353

Inc.

relationship/Common

Compensation

Expense
Account

0.

Employer

Organization

Between

Historical

Employee
Benefit
Plan
Contribution

48,521.

Mulcahy

FreedomWorks,

ID Number

Organizations

Description

Name of Related

o.

52-1349353

Compensation

Judy

Employer

relationship/Common

Officer's

Expense
Account

o.

Inc.
Between

Historical

Employee
Benefit
Plan
Contribution

80,000.

K. Armey
Organization

FreedomWorks,
Relationship

52-1526916

Inc.

739466

13 for additional
listing
in Schedule
A who receive

FWFoundation

2005.05060
------~

relating
to
compensation

24
FreedomWorks

contractors
and
from related

Foundation,

Statement(s)
7
In FWFOUNDl

FreedomWorks
. Form

990

Foundation,
List

52-1526916

Inc.
of

States
Receiving
Part VI, Line

Statement

Copy of Return
90

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,0R,PA,RI,SC,SD,TX,UT,VT,VA,WA,WV,WI,WY,NV,TN

18000623

739466

FWFoundation

2005.05060

25
FreedomWorks

Foundation,

Statement(s)
8
In FWFOUNDl

FreedomWorks
.Schedule

The Foundation
its facilities

18000623

739466

Foundation,

52-1526916

Inc.
Explanation
Part

received
$7,173
from
to a company affiliated

FWFoundation

Statement

of Transactions
III,
Line 2a
leasing
with

2005.05060

personnel
a board

26
FreedomWorks

and a portion
member.

Foundation,

of

Statement(s)
9
In FWFOUNDl

FreedomWorks
.Schedule

Foundation,

Other

Other

revenues

Total

to

Schedule

A, line

739466

FWFoundation

22

Statement

Income

2004
Amount

Description

18000623

52-1526916

Inc.

2003
Amount

2002
Amount

10

2001
Amount

16,951.

0.

0.

0.

16,951.

0.

0.

0.

2005.05060

27
FreedomWorks

Foundation,

Statement{s)
10
In FWFOUNDl

FreedomWorks
,Schedule

Foundation,

Inc.

Involvement
Part

With
VII,

Name of Noncharitable
FreedomWorks,
Description

Noncharitable
Organizations
Line 51, Column (d)

Statement

11

Organization

Inc.
of Transfers,

Shared
expenses
facilities
and

18000623

Exempt

52-1526916

739466

allocated
equipment,

FWFoundation

Transactions,

and

to the Foundation,
and other
general

2005.05060

Sharing
including
allocable

28
FreedomWorks

Arrangements
employees,
expenditures.

Foundation,

use

of

Statement(s)
11
In FWFOUNDl

FreedomWorks
,Schedule

Foundation,

Inc.

Affiliation
Part

Name of Affiliated
FreedomWorks,
Description

52-1526916

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

Related
organization:
Relationship:
Historical
CMDI
Contractor
Compensation

for

and non-key
from related
FreedomWorks,
relationship

database

O'Connor
Consulting
Services
Contractor
Compensation
for accounting

management

and

Statement

employees
from
organizations.
Inc.
and

Inc.

Schedule

52-1349353
common officers.

services

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

2005.05060

13

Richard
Walker
Employee
Compensation
for

18000623

12

29
FreedomWorks

Statement{s)
12, 13
Foundation,
In FWFOUNDl