2023-11-06T09:31:58-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-01-01 231657857 FREEDOMS FOUNDATION AT VALLEY FORGE FREE 6109338825 1601 VALLEY FORGE ROAD PO BOX 67 VALLEY FORGE PA 194810067 DAVID J HARMER CEO 6109338825 2023-11-02 1 DAVID HARMER 999009999 0 WILLIAM A LOUGHERY P01603932 2156433900 2023-11-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID J HARMER 1601 VALLEY FORGE ROAD PO BOX 67 VALLEY FORGE PA 194810067 3215354 0 2529 X FREEDOMSFOUNDATION.ORG X 1949 PA PROVIDE CIVIC EDUCATION PROGRAMS TO TEACHERS AND STUDENTS 12 11 16 1200 0 0 1541603 1080600 169317 593775 439949 149105 41275 94910 2192144 1918390 0 0 0 0 996583 1197715 0 0 487387 1207305 1683812 2203888 2881527 -11744 -963137 16030512 12893013 462830 452910 15567682 12440103 X TO EDUCATE ABOUT AMERICAN RIGHTS AND RESPONSIBILITIES, HONOR ACTS OF CIVIC VIRTUE, AND CHALLENGE ALL TO REJECT APATHY AND GET INVOLVED. 0 0 2085256 0 593775 CIVIC EDUCATION: FREEDOMS FOUNDATION OFFERS EDUCATION PROGRAMS TARGETING PRIMARY AND SECONDARY SCHOOL STUDENTS. IN 2022, SIXTEEN PROGRAMS FOR 732 PRIMARY SCHOOL STUDENTS FOCUSED ON THE FOUNDING OF THE COUNTRY AND ESTABLISHING DEEPLY PERSONAL CONNECTIONS TO HISTORY. FIFTEEN PROGRAMS FOR 614 HIGH SCHOOL AND COLLEGE STUDENTS FOCUSED ON CIVIC RESPONSIBILITY, AMERICAN HISTORY, AND THE FOUNDING DOCUMENTS. IN 2022, PROGRAMS WERE HELD IN PERSON ON OUR 72-ACRE CAMPUS AND INCLUDED NEARLY 30,000 HOURS OF STUDENT INSTRUCTION IN CIVIC EDUCATION.(CONTINUED ON SCHEDULE O)FREEDOMS FOUNDATION ALSO OFFERS EDUCATION PROGRAMS FOR TEACHERS. IN 2022, 12 PROGRAMS PROVIDED HISTORY AND CIVIC CONTENT BY EXPOSING 289 TEACHERS TO EXTRAORDINARY SCHOLARS AND THINKERS IN PROGRAMS ON THE CONSTITUTION, AMERICAN HISTORY, CHARACTER DEVELOPMENT, AND AMERICAN VALUES TOTALING 10,000 HOURS OF INSTRUCTION. WITH TEACHERS AVERAGING 100 STUDENTS IN A SINGLE SCHOOL YEAR, THIS MEANS MORE THAN 28,900 STUDENTS WERE OR WILL BE IMPACTED BY FREEDOMS FOUNDATION IN THE 2022-2023 SCHOOL YEAR. 32269 0 0 HONORING ACTS OF CIVIC VIRTUE: THROUGH ITS NATIONAL AWARDS PROGRAM, FREEDOMS FOUNDATION RECOGNIZED 71 INDIVIDUALS AND ORGANIZATIONS IN 2022 AS EXAMPLES OF CIVIC RESPONSIBILITY. THIS PROGRAM RECOGNIZES ADULTS AND STUDENTS FOR COMMUNITY SERVICE, PUBLIC COMMUNICATIONS, STUDENT ESSAYS, SPECIAL EVENTS, AND OUTSTANDING WORK IN THE CLASSROOM. SINCE ITS FOUNDING, MORE THAN 57,000 NATIONAL AWARDS HAVE BEEN PRESENTED. 2117525 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 35 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA NY NJ PA FL X THE ORGANIZATION 6109338825 1601 VALLEY FORGE ROAD PO BOX 67 VALLEY FORGE PA 194810067 DAVID J HARMER CEO 40.00 X X 265990 0 51243 BARBARA BLYDENBURGH BOARD MEMBER - LEFT NOV 2022 0.50 X 0 0 0 RAYMOND BLYDENBURGH BOARD MEMBER - LEFT NOV 2022 0.50 X 0 0 0 STEVE COTTON BOARD MEMBER - LEFT SEPT 2022 0.50 X 0 0 0 JASPER WYMAN VICE PRESIDENT OF ADVANCEMENT 40.00 X 110000 0 11167 JORDAN W CLEMENTS CHAIR 1.00 X X 0 0 0 DIANE DESHONG VICE CHAIR 1.00 X X 0 0 0 JON NEHLSEN TREASURER 1.00 X X 0 0 0 SHELBY SCARBROUGH SECRETARY 1.00 X X 0 0 0 JAMES C MCCLOUGHAN BOARD MEMBER 0.50 X 0 0 0 LARRY BRASHER BOARD MEMBER 0.50 X 0 0 0 MARK NASO BOARD MEMBER 0.50 X 0 0 0 MARVELL RUPPEL BOARD MEMBER 0.50 X 0 0 0 SALLY BRINTON BOARD MEMBER 0.50 X 0 0 0 SANDY COOK BOARD MEMBER 0.50 X 0 0 0 WILLIAM P BENAC SR BOARD MEMBER 0.50 X 0 0 0 375990 0 62410 2 0 1 0 GENERAL ASPHALT PAVING COMPANY OF PHILAD 9301 KREWSTOWN RD PHILADELPHIA PA 19115 CONSTRUCTION SERVICES 328392 AMERICAN EXPRESS 200 VESEY ST NEW YORK CITY NY 10285 CREDIT CARD SERVICES 254184 VALLEY FORGE CATERING COMPANY INC 1601 VALLEY FORGE RD PHOENIXVILLE PA 19460 CATERING SERVICES 146013 3 1080600 22350 1080600 EDUCATIONAL 611710 593775 593775 593775 210571 210571 68426 4457 63969 63969 63969 1222976 1284442 -61466 -61466 -61466 10000 8065 1935 1935 5450 0 5450 5450 MISCELLANEOUS REVENUE 900099 23556 23556 23556 1918390 593775 0 244015 X 317234 206202 31723 79309 676889 422352 55236 199301 42104 33066 1525 7513 93786 70783 4750 18253 67702 43999 4711 18992 47132 25023 18773 3336 43865 43865 376476 227537 70597 78342 6679 1406 5273 107522 78970 3938 24614 38921 27635 4505 6781 281705 248019 4271 29415 310867 284306 12365 14196 4431 4431 183975 172031 11140 804 109719 106726 2494 499 STUDENT MEALS 165551 165551 AWARDS EXPENSE 3919 3919 3050 2291 759 2881527 2117525 276615 487387 39603 37163 580043 79159 14558 23829 37426 44425 4052 4052 112773 50256 7823884 4280310 2929877 3543574 11963468 8838566 348712 271989 16030512 12893013 229589 315397 17779 115180 211730 3732 22333 462830 452910 X 12594608 9675552 2973074 2764551 15567682 12440103 16030512 12893013 X -963137 -2087719 -76723 X 0 1 X 1 0 X 802600 1622670 1480097 1541603 1080600 6527570 802600 1622670 1480097 1541603 1080600 6527570 2249527 4278043 180419 306994 248576 319540 278997 1334526 2172 2172 2343 8870 2198 3704 39006 56121 7920389 2162799 0.54010 0.50200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SALE OF INVENTORY - 2018 AMOUNT: $ 2,343. 2019 AMOUNT: $ 8,467. 2020 AMOUNT: $ 2,198. 2021 AMOUNT: $ 3,907. 2022 AMOUNT: $ 5,450. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 403. 2021 AMOUNT: $ -203. 2022 AMOUNT: $ 23,556. SPECIAL EVENTS - 2022 AMOUNT: $ 10,000. SCHEDULE A, PART II, COLUMN (C), SHORT PERIOD RETURN: THE AMOUNTS IN THIS COLUMN ARE FOR THE SHORT PERIOD FILED DUE TO A CHANGE IN YEAR END; THE SHORT PERIOD WAS JULY 1, 2018 THROUGH DECEMBER 31, 2018. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 41.59 0 0 0 1 0 25.00 1000 2221593 -374845 -5826 1840922 2016628 231845 26880 2221593 3912806 21490 272749 2190417 2016628 3520541 20100 562115 189950 3912806 9794455 -139889 6134025 3520541 0.69120 0.24780 0.06100 0 0 114268 114268 4110620 2895976 1214644 214778 39030 175748 1580991 1338282 242709 1803227 7022 1796205 3543574 LEASE LIABILITY 22333 22333 X -277395 -2087719 -64201 -2151920 1874525 43865 43865 1918390 2850184 12522 12522 2837662 43865 43865 2881527 PART II, LINE 9: NATURE OF OPERATIONS - THE FOUNDATION CONDUCTS PROGRAMS AND PROVIDES MATERIALS ON RESPONSIBLE CITIZENSHIP AND MAINTAINS 41.59 ACRES HONORING RECIPIENTS OF THE MEDAL OF HONOR. PART V, LINE 4: TO SUPPORT DONOR-DESIGNATED PROGRAMS. PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE, HAS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. THE FOUNDATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN VALUE OF PERPETUAL TRUST -76,723. DIRECT FACILITY RENTAL EXPENSES 4,457. DIRECT SPECIAL FUNDRAISING EVENT EXPENSES 8,065. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FACILITY RENTAL EXPENSES 4,457. DIRECT SPECIAL FUNDRAISING EVENT EXPENSES 8,065. X 1 AMERICAN PHILANTHROPIC 119 N HIGH STREET WEST CHESTER PA 19380 FUNDRAISING METHODS 0 67400 67400 0 67400 67400 CA FL NJ NY PA SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISING METHODS AND A TEST PERIOD FOR THE VP OF ADVANCEMENT. X X X 0 0 0 0 0 0 0 0 0 DAVID J HARMER CEO 265990 0 0 0 0 0 26599 0 24644 0 317233 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS MAY ESTABLISH ONE OR MORE COMMITTEES TO CONSIST OF ONE OR MORE DIRECTORS OF THE CORPORATION. ANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE RESOLUTION OF THE BOARD OF DIRECTORS FORMING THE COMMITTEE, SHALL HAVE AND MAY EXERCISE ANY OF THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THAT NO COMMITTEE SHALL HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: (A) THE FILLING OF VACANCIES ON THE BOARD OF DIRECTORS. (B) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS. (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD OF DIRECTORS. (D) ACTION ON MATTERS COMMITTED BY THE BYLAWS OR BY RESOLUTION OF THE BOARD OF DIRECTORS TO ANOTHER COMMITTEE OF THE BOARD OF DIRECTORS. IF ANY PERSON WHO IS NOT A DIRECTOR IS APPOINTED TO ANY COMMITTEE OF THE BOARD OF DIRECTORS, SUCH NON-DIRECTOR SHALL HAVE NO RIGHT TO VOTE ON ANY QUESTION THAT WOULD CREATE A BINDING OBLIGATION OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 2 BARBARA BLYDENBURGH AND RAYMOND BLYDENBURGH ARE RELATED FAMILY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, REVIEWED BY THE CEO AND TREASURER, AND DISTRIBUTED TO THE FULL BOARD, TOGETHER WITH ALL APPLICABLE ATTACHMENTS, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS, DIRECTORS, TRUSTEES, BOARD MEMBERS, AND KEY EMPLOYEES. BOARD MEMBERS SIGN A RELATED FORM DECLARING ANY AND ALL CONFLICTS, ALLOWING THE BOARD TO DECIDE IF A DIRECTOR SHOULD RECUSE HIM/HERSELF FROM DISCUSSION OR VOTE AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE BOARD'S DELIBERATION AND DECISION ON THE CEO'S 2022 COMPENSATION INCLUDED USAGE OF COMPARABILITY DATA, WAS CONTEMPORANEOUSLY DOCUMENTED AND COMMUNICATED TO ALL APPROPRIATE PARTIES VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 15B: NO OTHER COMPENSATED INDIVIDUAL MEETS THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G INSTRUCTORS' FEES: PROGRAM SERVICE EXPENSES 125,675. TOTAL EXPENSES 125,675. ADMIN AND ASSISTANT FEES: PROGRAM SERVICE EXPENSES 101,862. MANAGEMENT AND GENERAL EXPENSES 70,597. FUNDRAISING EXPENSES 78,342. TOTAL EXPENSES 250,801. FORM 990, PART XI, LINE 9: DECREASE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS -76,723. FREEDOMS FOUNDATION AT VALLEY FORGE - CHAPTERS 1601 VALLEY FORGE ROAD PO BOX 67 VALLEY FORGE PA 194810067 237417351 EDUCATIONAL SERVICES PA 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0