2012-03-02T10:04:31-06:00 2011-06-30 CLIFTONLARSONALLEN LLP 1201 SOUTH ALMA SCHOOL ROAD SUITE 1 MESA AZ 85210 990 2010-07-01 541660459 ALLIANCE DEFENSE FUND ALLI 4804440020 15100 N 90TH ST SCOTTSDALE AZ 85260 MARK FEDDERN 4804440020 2012-02-09 1 JACQUELINE UNGER 4806152300 2012-02-09 2010 2016-02-24 21:20:13Z ALAN SEARS 15100 N 90TH ST SCOTTSDALE AZ 85260 35650664 0 X WWW.ALLIANCEDEFENSEFUND.ORG X 1993 VA TO DEFEND THE RIGHT TO HEAR AND SPEAK THE TRUTH THROUGH STRATEGY, TRAINING, FUNDING AND LITIGATION. 11 11 199 837 0 0 32748370 34546116 0 0 213320 124248 1741227 475280 34702917 35145644 2141385 2462191 0 0 15127452 16182634 592839 896438 5229431 14280875 14307711 32142551 33848974 2560366 1296670 37524821 37374797 3005501 1571857 34519320 35802940 X TO DEFEND THE RIGHT TO HEAR AND SPEAK THE TRUTH THROUGH STRATEGY, TRAINING, FUNDING AND LITIGATION. 0 0 9362501 3700 PUBLIC EDUCATIONTO EDUCATE THE PUBLIC CONCERNING THE DEFENSE OF RELIGIOUS FREEDOM, THE SANCTITY OF HUMAN LIFE AND FAMILY VALUES. ALLIANCE DEFENSE FUND PROVIDES PRINTED MATERIALS, AUDIO, VIDEO, RADIO, INTERNET AND PERSONAL APPEARANCES. PUBLIC EDUCATION IS FURTHERED THROUGH ALLIANCE DEFENSE FUND'S LEGAL ACADEMY (FORMERLY NATIONAL LITIGATION ACADEMY). THROUGH THIS PROGRAM, PRACTICING ATTONEYS ARE PROVIDED INTENSE LEGAL TRAINING ON RELIGIOUS FREEDOM, EQUAL ACCESS, PARENTAL RIGHTS AND FAMILY VALUES. PARTICIPATING ATTORNEYS PLEDGE TO PERFORM 450 HOURS OF PRO BONO LEGAL WORK ON ISSUES RELATED TO THEIR TRAINING. TO DATE, OVER 1,500 ATTORNEYS HAVE COMPLETED THIS PROGRAM. THIS COMMITMENT PROVIDES MILLIONS OF DOLLARS OF LEGAL SERVICE TO LOCAL COMMUNITIES, FAR IN EXCESS OF THE PROGRAM COST. MOST STATE BARS ACCREDIT THE ALLIANCE DEFENSE FUND LEGAL ACADEMY FOR CONTINUING LEGAL EDUCATION CREDIT. ALLIANCE DEFENSE FUND'S BLACKSTONE LEGAL FELLOWSHIP PROGRAM PROVIDES LEGAL EDUCATION TO FIRST YEAR LAW STUDENTS, WITH A DISTINCT CHRISTIAN WORLD VIEW. ALLIANCE DEFENSE FUND AWARDS THESE PARTICIPATING STUDENTS SUMMER SCHOLARSHIPS AND VOLUNTEER INTERNSHIPS IN THE U.S. AND ABROAD DURING THE SUMMER MONTHS. STUDENTS ALSO ATTEND PROMINENT GUEST LECTURES AND COMPLETE SPECIFIC COURSE WORK DURING THE PROGRAM. TO DATE THE PROGRAM HAS GRADUATED OVER 1,000 LEGAL STUDENTS.ADDITIONAL PUBLIC EDUCATION IS PROVIDED THROUGH DAILY EMAIL ALERTS, NEWSLETTERS AND RADIO AND TELEVISION SHOWS. AT ALLIANCE DEFENSE FUND, WE REQUEST THAT MINISTRY PARTNERS REMEMBER OUR ACTIVITIES IN PRAYER. WE PROVIDE INFORMATION TO ASSIST OUR DONORS IN PRAYING INTELLIGENTLY, SPECIFICALLY AND WITH PURPOSE. EXAMPLES OF THESE MATERIALS INCLUDE, BUT ARE CERTAINLY NOT LIMITED TO, THE FRAMERS' ORIGINAL INTENT FOR THE U.S. CONSTITUTION AND BILL OF RIGHTS AS IT REFLECTS GOD'S NATURAL LAW AND GOD'S HIGHER LAW; WE INFORM THE PUBLIC ABOUT THOSE ENTITIES THAT SEEK TO RE-DIRECT AND PERVERT THE CONSTITUTION'S ORIGINAL PURPOSE AND INTENT; EXAMPLES OF REAL-LIFE SITUATIONS AND ACTUAL COURT CASES WHERE JUSTICE AND CIVIL LIBERTIES HAVE BEEN THWARTED; SPECIFIC COURT CASES WHERE ALLIANCE DEFENSE FUND'S INVOLVEMENT HAS HELPED OBTAIN JUSTICE; AND OTHER STRATEGIES FOR RECLAIMING THE JUDICIAL SYSTEM AS IT WAS ORIGINALLY ENVISIONED AND INTENDED. ALLIANCE DEFENSE FUND'S PUBLIC EDUCATION AND COMMUNICATION PROGRAM FURTHER SERVES THE PUBLIC AS A PRIMARY MEDIUM TO BRING CASES TO ALLIANCE DEFENSE FUND'S ATTENTION. ALLIANCE DEFENSE FUND DONORS AND THE GENERAL PUBLIC ARE ALLIANCE DEFENSE FUND'S PRIMARY REFERRAL SOURCE FOR CASES AND LEGAL NEEDS. 8492493 DIRECT LITIGATIONIN ADDITION TO FUNDING THIRD PARTY GRANTS FOR LITIGATION, ALLIANCE DEFENSE FUND DEFENDS HUMAN AND CIVIL RIGHTS, SECURED BY LAW, THROUGH DIRECT LITIGATION FROM OUR HEADQUARTERS OFFICE IN ARIZONA AND OUR REGIONAL OFFICES THROUGHOUT THE U.S. RELIGIOUS FREEDOM, EQUAL ACCESS, PARENTAL RIGHTS, SANCTITY OF LIFE, RIGHTS OF CONSCIENCE, HUMAN RIGHTS AND FAMILY VALUES ARE AT THE CORE OF THESE CASES. ALLIANCE DEFENSE FUND'S LITIGATION TEAM PROVIDES THE COORDINATION AND THE MEANS TO CONSOLIDATE THE CONCERNS OF MULTIPLE INDIVIDUALS AND GROUPS, THUS PROVIDING A MORE EFFICIENT PROCESS FOR OUR JUDICIAL SYSTEM. MONTHLY PUBLIC REQUESTS FOR LEGAL AND LITIGATION ASSISTANCE CONTINUE TO ESCALATE, INDICATING AN OVERWHELMING NEED FOR THIS SERVICE FROM THE PUBLIC. 5701292 832978 ALLIED SUPPORT AND TRAININGALLIANCE DEFENSE FUND CONTINUES TO BUILD ALLIANCES WITH RELIGIOUS AND SECULAR ORGANIZATIONS WHO SHARE COMMON PURPOSES AND CONCERNS WITH ALLIANCE DEFENSE FUND. ALLIANCE DEFENSE FUND WORKS WITH OUR ALLIES TO DEVELOP EFFECTIVE APPROACHES TO LEGAL CASES THAT COULD RESULT IN IMPORTANT STATE, FEDERAL AND U.S. SUPREME COURT AND FOREIGN COURT PRECEDENTS. OUR MOST PROMINENT EXAMPLE OF THIS IS FOUND IN COURT ACTIONS UPHOLDING VOTER INITIATIVES AFFIRMING THE TRADITIONAL DEFINITION OF MARRIAGE, BY DEFENDING THE RULE OF LAW IN OUR COURTS AND GOVERNMENTAL BODIES. ALLIANCE DEFENSE FUND'S ALLIANCE HAS BEEN ON THE LEADING EDGE OF THIS EFFORT. 2233948 1625513 GRANTS AND FUNDINGTHE ALLIANCE DEFENSE FUND, INC. (ADF) CONTINUES TO FULFILL ITS MISSION BY PROVIDING GRANT FUNDING FOR LEGAL CASES AND PROGRAMS WHICH ADVOCATE OR DEFEND RELIGIOUS FREEDOM, SANCTITY OF HUMAN LIFE AND FAMILY VALUES. GRANT FUNDING COVERS EXPENSES FOR LITIGATION, EDUCATION AND TRAINING. GRANTS ARE REVIEWED AND RECOMMENDED BY THE GRANTS AND REVIEW COMMITTEE, WHICH IS COMPRISED OF EXPERT ATTORNEYS WHO VOLUNTEER THEIR TIME TO ALLIANCE DEFENSE FUND FOR THIS PURPOSE.UNDER THE CURRENT BOARD POLICY, NO GRANT IS AWARDED UNTIL IT IS FULLY FUNDED AND SET ASIDE IN SELF-DESIGNATED ACCOUNTS. GRANT DISBURSEMENTS ARE MADE UPON PERFORMANCE AND PER THE TERMS OF THE GRANT CONTRACT, AND THEY TYPICALLY SPAN SEVERAL YEARS. ALLIANCE DEFENSE FUND HAS ISSUED IN EXCESS OF 2,200 GRANTS. 2233948 1625513 25790234 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 1 126 0 1 199 1 0 1 CJ 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ AK AR CA CT FL GA IL KS KY LA MA MD ME MI MN MS NC NH NJ NM OH OK OR PA RI SC TN UT WA WI WV X MARK FEDDERN - THE ORGANIZATION 4804440020 15100 N 90TH STREET SCOTTSDALE AZ 85260 EDWARD CHRISTIE 2.00 X 0 0 0 NATHAN ESTRUTH 2.00 X 0 0 0 DALE NABB 2.00 X 0 0 0 TOM MINNERY 2.00 X 0 0 0 CHARLES W PICKERING SR 2.00 X 0 0 0 JOHN ROGERS 2.00 X 0 0 0 MARJORIE DANNENFELSER 2.00 X 0 0 0 TERRY SCHLOSSBERG 2.00 X 0 0 0 CHAPMAN COX 10.00 X 0 0 0 ALLEN GINSBORG 5.00 X 0 0 0 MARK MADDOUX 5.00 X 0 0 0 TOM ROGEBERG UNTIL 052011 2.00 X 0 0 0 ALAN SEARS 60.00 X 356344 0 13522 WAYNE SWINDLER 55.00 X 215439 0 16391 MARK FEDDERN 55.00 X 195963 0 13980 PAUL WEBER 55.00 X 199795 0 13284 GARY MCCALEB 55.00 X 193189 0 15769 GLEN LAVY 55.00 X 180865 0 14676 BENJAMIN BULL 50.00 X 285631 0 8319 JORDAN LORENCE 50.00 X 198194 0 8117 JEFFERY VENTRELLA 50.00 X 193144 0 11075 KEVIN THERIOT 50.00 X 176654 0 7144 JOSEPH INFRANCO 50.00 X 173558 0 15710 2368776 0 137987 38 0 1 0 MASTERWORKS 19265 POWDER HILL PL NE POULSBO WA 98370 CONSULTING 615354 RENEWING AMERICAN LEADERSHIP 1015 15TH ST NW STE 1100 WASHINGTON DC 20005 MARKETING 240000 PUBLIC OPINION STRATEGIES LLC 214 N FAYETTE ST ALEXANDRIA VA 22314 OPINION RESEARCH 192160 BRUSHFIRE MOBILE LLC 522 W 1ST ST 103 TEMPE AZ 85281 CONSULTING 160350 KMA DIRECT COMMUNICATIONS 7160 DALLAS PARKWAY 400 PLANO TX 75024 CONSULTING 146645 8 452435 34093681 294950 34546116 119994 119994 441201 205379 235822 235822 235822 53 6250 2049 53 4201 4254 4254 62390 452435 297592 -235202 -235202 COURT AWARDED FEES 900099 362406 362406 MISCELLANEOUS 900099 112254 112254 474660 35145644 0 0 599528 1387068 1387068 744531 744531 330592 330592 1341595 1046444 127452 167699 11809453 9211373 1121898 1476182 54928 32840 11051 11037 381978 296529 42512 42937 1672957 1255234 160141 257582 921723 682869 115102 123752 382169 229443 85907 66819 5451 1011 3438 1002 35680 35680 896438 896438 636688 438523 12392 185773 5840744 4549425 409112 882207 702613 525874 71891 104848 868396 680250 113551 74595 2267125 1868496 61004 337625 1334717 993332 54250 287135 1143586 830129 151182 162275 120622 91156 12030 17436 MISCELLANEOUS 504855 385236 37223 82396 FINANCIAL SERVICES 296563 43797 203133 49633 LITIGATION/COURT RELATE 168502 166082 360 2060 33848974 25790234 2829309 5229431 X 4958031 3844064 336075 777892 1052393 1924256 11395272 4707919 7971 8791 57001 15502 86689 23565 580569 908149 22820943 5695752 17664988 17125191 27516 6539595 12554938 112827 106486 37524821 37374797 2995929 1562285 9572 9572 3005501 1571857 X 30603908 32569937 3915412 3233003 34519320 35802940 37524821 37374797 X 1296670 -13050 X 0 1 1 X 0 X 30616566 30499322 28038171 32748370 34546116 156448545 30616566 30499322 28038171 32748370 34546116 156448545 11658888 144789657 819149 1391291 799483 695505 561195 4266623 765463 546592 1667915 1472626 537050 4989646 165704814 0.87380 0.90860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME COURT AWARDED FEES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2000000 2000000 14996795 2345829 12650966 67520 13404 54116 5756628 3336519 2420109 17125191 CERTIFICATES OF DEPOSIT 12554938 F 12554938 TENANT DEPOSITS 9572 9572 35145644 33848974 1296670 -13050 -13050 1283620 49278831 -13050 13643266 502971 14133187 35145644 0 35145644 47995211 13643266 502971 14146237 33848974 0 33848974 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE COMPANY IS CLASSIFIED AS A PUBLIC CHARITY AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 43 OF THE ARIZONA REVISED STATUTES. CONTRIBUTIONS TO THE COMPANY ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS DESCRIBED BY THE CODE. THE COMPANY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE COMPANY RECOGNIZED NO LIABILITY FOR UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2011, THE COMPANY'S 2008 THROUGH 2010 FISCAL YEAR TAX RETURNS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 205,379. SPECIAL EVENT EXPENSES 297,592. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 205,379. SPECIAL EVENT EXPENSES 297,592. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 149827 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 71000 NORTH AMERICA 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 40000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 40000 SOUTH ASIA 0 0 PROGRAM SERVICES HUMAN RIGHTS LEGAL WORK 40000 1 0 1 340827 0 340827 EUROPE (INCLUDING ICELAND & GREENLAND) HUMAN RIGHTS LEGAL WORK 62675 WIRE TRANSFERS SOUTH ASIA HUMAN RIGHTS LEGAL WORK 45061 WIRE TRANSFERS NORTH AMERICA HUMAN RIGHTS LEGAL WORK 134389 WIRE TRANSFERS 8 CASH SCHOLARSHIP FOR LAW SCHOOL SOUTH AMERICA 2 12600 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL NORTH AMERICA 3 12867 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL EUROPE (INCLUDING ICELAND & GREENLAND) 6 37800 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL CENTRAL AMERICA AND THE CARIBBEAN 2 12600 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL SOUTH ASIA 1 6300 WIRE TRANSFER CASH SCHOLARSHIP FOR LAW SCHOOL RUSSIA & THE NEWLY INDEPENDENT STATES 1 6300 WIRE TRANSFER 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: WHEN ALLIANCE DEFENSE FUND APPROVES A GRANT, THE FUNDS ARE RETAINED BY ALLIANCE DEFENSE FUND AND SET ASIDE TO BE USED EXCLUSIVELY IN FURTHERANCE OF THE GRANT REQUEST. DISTRIBUTIONS ARE MADE PURSUANT TO A WRITTEN INVOICE AND REPORT DEMONSTRATING EVIDENCE OF EXPENSES ACTUALLY INCURRED, TIME ACTUALLY INVESTED IN FURTHERANCE OF THE GOALS SUPPORTED BY THE GRANT, AND A REPORT AS TO THE ACTIVITIES PERFORMED AND GOALS ACHIEVED. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL METHOD X X X X X 1 MASTERWORKS 19265 POWDER HILL PL NE POULSBO WA 98370 CONSULTING ON DIRECT MAIL PROGRAM 0 0 615354 -615354 KMA DIRECT COMMUNICATIONS 7160 DALLAS PARKWAY 400 PLANO TX 75024 CONSULTING ON DIRECT MAIL PROGRAM 0 0 146645 -146645 761999 -761999 AK AR CA CT FL GA IL KS KY LA MA MD ME AZ MI MN MS NC NH NJ NM OH OK OR PA RI SC TN UT WA WI WV FUNDRAISING DINNER 514825 452435 62390 48520 132417 115500 1155 514825 452435 62390 48520 132417 115500 1155 297592 -235202 1 ADVOCATES INTERNATIONAL 9691 MAIN ST STE D FAIRFAX VA 22031 541646669 501(C)(3) 28710 SANCTITY OF LIFE LEGAL WORK AMERICAN LIBERTIES INSTITUTE PO BOX 547503 ORLANDO FL 32854 593309465 501(C)(3) 110142 RELIGIOUS LIBERTY LEGAL WORK BRENA BELL & CLARKSON PC 810 N STREET SUITE 100 ANCHORAGE AK 99501 920127640 30296 SANCTITY OF LIFE LEGAL WORK CENTER FOR ARIZONA POLICY ACTION PO BOX 97250 PHOENIX AZ 85060 860618922 501(C)(3) 19463 SANCTITY OF LIFE LEGAL WORK CENTER FOR INDIVIDUAL RIGHTS 1233 20TH STREET NW SUITE 300 WASHINGTON DC 20036 521600481 501(C)(3) 25000 FAMILY VALUES LEGAL WORK CHRISTIAN LEGAL SOCIETY 8001 BRADDOCK ROAD SUITE 300 SPRINGFIELD VA 22151 366101090 501(C)(3) 35085 RELIGIOUS LIBERTY LEGAL WORK CITIZENS FOR COMMUNITY VALUES 11175 READING ROAD SUITE 103 CINCINNATI OH 45241 311075684 501(C)(3) 11725 RELIGIOUS LIBERTY LEGAL WORK CITIZENS FOR COMMUNITY VALUES 11175 READING ROAD SUITE 103 CINCINNATI OH 45241 311075684 501(C)(3) 30357 FAMILY VALUES LEGAL WORK COMMUNICATION INSTITUTE 4699 AUVERGNE AVENUE SUITE 3 LISLE IL 60532 371112012 501(C)(3) 15000 RELIGIOUS LIBERTY LEGAL WORK CONSTITUTIONAL RESTORATION INSTITUTE 408 W CHESTNUT ST LANCASTER PA 17603 582673573 501(C)(3) 6000 FAMILY VALUES LEGAL WORK DALTON TOMICH PENSLER PLC 41000 WOODWARD AVENUE SUITE 345 EAST BLOOMFIELD HILLS MI 48304 273296840 7500 RELIGIOUS LIBERTY LEGAL WORK DISCOVERY INSTITUTE-SEATTLE 208 COLUMBIA STREET SEATTLE WA 98104 911521697 501(C)(3) 25000 RELIGIOUS LIBERTY LEGAL WORK ELLIS & IRWIN LLP 302 JACKSON STREET RICHMOND TX 77469 200269210 35881 FAMILY VALUES LEGAL WORK FIRST FREEDOMS FOUNDATION INC PO BOX 2545 BROOKFIELD WI 53008 391962608 501(C)(3) 27300 FAMILY VALUES LEGAL WORK GRAY PLANT MOOTY MOOTY & BENNETT PA 500 IDS CENTER 80 SOUTH EIGHT STREET MINNEAPOLIS MN 55402 411411978 25000 RELIGIOUS LIBERTY LEGAL WORK HOME SCHOOL FOUNDATION ONE PATRICK HENRY CIRCLE PURCELLVILLE VA 20132 521354365 501(C)(3) 25000 RELIGIOUS LIBERTY LEGAL WORK JAMES HOCHBERG AAL SUITE 1201 FORT STREET TOWER 745 FORT STREET MALL HONOLULU HI 96813 990338478 7065 FAMILY VALUES LEGAL WORK JAMES MADISON CENTER FOR FREE SPEECH INC ONE SOUTH SIXTH STREET TERRE HAUTE IN 47807 237442564 501(C)(3) 66225 RELIGIOUS LIBERTY LEGAL WORK JASON CRADDOCK 227 W MAPLE SUITE C NEW LENOX IL 60451 352724233 10529 SANCTITY OF LIFE LEGAL WORK JASON CRADDOCK 227 W MAPLE SUITE C NEW LENOX IL 60451 352724233 26602 RELIGIOUS LIBERTY LEGAL WORK JOHN ANTHONY SIMMONS PLLC 886 LAFAYETTE HAMPTON NH 03842 020512534 9228 FAMILY VALUES LEGAL WORK JUBILEE CAMPAIGN USA INC 9689-C MAIN ST FAIRFAX VA 22031 521645262 501(C)(3) 46300 SANCTITY OF LIFE LEGAL WORK KING & SPALDING 1700 PENNSYLVANIA AVE WASHINGTON DC 20006 580520153 17000 RELIGIOUS LIBERTY LEGAL WORK LANGDON LAW LLC 11175 READING ROAD SUITE 103 CINCINNATI OH 45241 010752200 23000 FAMILY VALUES LEGAL WORK LAW OFFICE OF SCOTT D BERGTHOLD 7446 SHALLOWFORD RD STE 202 CHATTANOOGA TN 37421 861036392 10000 FAMILY VALUES LEGAL WORK LIFE LEGAL DEFENSE FOUNDATION PO BOX 2105 2129 BIG RANCH ROAD NAPA CA 94558 680191488 501(C)(3) 7130 SANCTITY OF LIFE LEGAL WORK LIVING WORD BIBLE CAMP 17455 NOWTHEN BOULEVARD RAMSEY MN 55303 411637554 501(C)(3) 12541 RELIGIOUS LIBERTY LEGAL WORK MAUCK & BAKER LLC ONE N LASALLE STREET SUITE 600 CHICAGO IL 60602 364394768 124051 RELIGIOUS LIBERTY LEGAL WORK MCCARTHY & JENNERICH THE COLUMNS 47 ORIENT WAY RUTHERFORD NJ 07070 13006 FAMILY VALUES LEGAL WORK MOHRMAN & KAARDAL PA 33 SOUTH SIXTH STREET SUITE 4100 MINNEAPOLIS MN 55402 411903593 6020 FAMILY VALUES LEGAL WORK MORALITY IN MEDIA 475 RIVERSIDE DR 1264 NEW YORK NY 10115 132608326 501(C)(3) 22000 FAMILY VALUES LEGAL WORK MYLAR LAW PC 6925 UNION PARK CENTER SUITE 600 COTTONWOOD HEIGHTS UT 84047 431974355 12446 RELIGIOUS LIBERTY LEGAL WORK NATIONAL ASSOCIATION OF SCHOLARS 1 AIRPORT PLACE SUITE 7 PRINCETON NJ 08540 112741490 501(C)(3) 50000 RELIGIOUS LIBERTY LEGAL WORK NATIONAL LEGAL FOUNDATION 2224 VIRGINIA BEACH BLVD SUITE 204 VIRGINIA BEACH VA 23454 860662348 501(C)(3) 58219 RELIGIOUS LIBERTY LEGAL WORK NATIONAL LEGAL FOUNDATION 2224 VIRGINIA BEACH BLVD SUITE 204 VIRGINIA BEACH VA 23454 860662348 501(C)(3) 34820 SANCTITY OF LIFE LEGAL WORK NATIONAL LEGAL FOUNDATION 2224 VIRGINIA BEACH BLVD SUITE 204 VIRGINIA BEACH VA 23454 860662348 501(C)(3) 16808 FAMILY VALUES LEGAL WORK NORTH CAROLINA FAMILY POLICY COUNCIL PO BOX 20607 RALEIGH NC 27619 561751596 501(C)(3) 5000 FAMILY VALUES LEGAL WORK OSNETS 3373 N 46TH STREET MILWAUKEE WI 53216 501505450 20000 RELIGIOUS LIBERTY LEGAL WORK PATRICK A MATSON AND EMILY J MATSON PC 302 E 10TH STREET ROME GA 30161 275010634 10075 FAMILY VALUES LEGAL WORK PEOPLE AGAINST A CASINO TOWN PO BOX 978 FLORENCE OR 97439 200648837 501(C)(3) 18867 FAMILY VALUES LEGAL WORK PHELON FITZGERALD & WOOD PC 773 MAIN STREET MANCHESTER CT 06040 060909286 10500 RELIGIOUS LIBERTY LEGAL WORK PRAY IN JESUS NAME PO BOX 77077 COLORADO SPRINGS CO 80970 841523636 501(C)(3) 14756 RELIGIOUS LIBERTY LEGAL WORK REHWALD GLASNER & CHALEFF 5855 TOPANGA CANYON BLVD 400 WOODLAND HILLS CA 91367 954031491 6552 RELIGIOUS LIBERTY LEGAL WORK SCHMITT SCHNECK SMYTH & HERROD PC 1221 E OSBORN RD SUITE 105 PHOENIX AZ 85014 860322479 17519 SANCTITY OF LIFE LEGAL WORK THE JUSTICE FOUNDATION 8122 DATAPOINT DRIVE 812 SAN ANTONIO TX 78229 742676958 501(C)(3) 5325 SANCTITY OF LIFE LEGAL WORK WADLEIGH STARR & PETERS PLLC 95 MARKET STREET MANCHESTER NH 03101 020504984 26429 RELIGIOUS LIBERTY LEGAL WORK WOMEN'S INJURY NETWORK 401 PIKE STREET READING OH 45215 760505396 501(C)(3) 21088 SANCTITY OF LIFE LEGAL WORK 26 21 CASH SCHOLARSHIP FOR LAW SCHOOL 118 744531 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: WHEN ALLIANCE DEFENSE FUND APPROVES A GRANT, THE FUNDS ARE RETAINED BY ALLIANCE DEFENSE FUND AND SET ASIDE TO BE EXCLUSIVELY IN FURTHERANCE OF THE GRANT REQUEST. DISTRIBUTIONS ARE MADE PURSANT TO A WRITTEN INVOICE AND REPORT DEMONSTRATING EVIDENCE OF EXPENSES ACTUALLY INCURRED, TIME ACTUALLY INVESTED IN FURTHERANCE OF THE GOALS SUPPORTED BY THE GRANT, AND A REPORT AS TO THE ACTIVITIES PERFORMED AND GOALS ACHIEVED. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ALAN SEARS 355054 0 0 0 1290 0 6372 0 7150 0 369866 0 0 0 WAYNE SWINDLER 214984 0 0 0 455 0 10241 0 6150 0 231830 0 0 0 MARK FEDDERN 195576 0 0 0 387 0 13980 0 0 0 209943 0 0 0 PAUL WEBER 199519 0 0 0 276 0 7854 0 5430 0 213079 0 0 0 GARY MCCALEB 192445 0 0 0 744 0 8633 0 7136 0 208958 0 0 0 GLEN LAVY 180172 0 0 0 693 0 7526 0 7150 0 195541 0 0 0 BENJAMIN BULL 283768 0 0 0 1863 0 8319 0 0 0 293950 0 0 0 JORDAN LORENCE 197406 0 0 0 788 0 8117 0 0 0 206311 0 0 0 JEFFERY VENTRELLA 192750 0 0 0 394 0 7855 0 3220 0 204219 0 0 0 KEVIN THERIOT 176427 0 0 0 227 0 7144 0 0 0 183798 0 0 0 JOSEPH INFRANCO 172881 0 0 0 677 0 8590 0 7120 0 189268 0 0 0 PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL IS PROVIDED TO EMPLOYEES FOR AIR TRAVEL OF EXTENDED LENGTH OR WHEN AVAILABILITY OF RESERVATIONS IS LIMITED TO FIRST CLASS. THIS IS FOR THE CONVENIENCE AND BUSINESS PURPOSE OF THE ORGANIZATION, NOT THE INDIVIDUAL AND IS NOT TREATED AS TAXABLE INCOME. TRAVEL FOR COMPANIONS IS PROVIDED WHEN THE COMPANION'S ATTENDANCE AT MEETINGS, CONFERENCES, ETC. HAS A BUSINESS PURPOSE TO THE ORGANIZATION. THIS IS NOT TREATED AS TAXABLE COMPENSATION. THESE EXPENSE ITEMS ARE NOT LIMITED TO OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED INDIVIDUALS, BUT ARE AVAILABLE TO ALL EMPLOYEES IN THE SITUATIONS DESCRIBED. JANET BITZKO FAMILY MEMBER OF THE CEO 46858 EMPLOYMENT COMPENSATION 0 ANNA SEARS FAMILY MEMBER OF THE CEO 10789 EMPLOYMENT COMPENSATION 0 X 52 294950 STOCK MARKET QUOTES 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 UPON COMPLETION, ALLIANCE DEFENSE FUND'S FINANCE TEAM REVIEWS THE 990 THROUGH THE FOLLOWING PROCESS: 1) ALLIANCE DEFENSE FUND'S CFO AND INTERNAL AUDITOR COMPARE THE 990 TO THE ANNUAL CORPORATE AUDIT AND INTERNAL FINANCIAL REPORTS. THE CEO THEN READS THE 990 FOR CONTENT AND CLARITY. 2) THE CFO ASSIGNS THE CONTROLLER AND HIS TEAM TO CHECK MATH TOTALS, SPELLING AND REVIEW CONTENT. 3: FOLLOWING THE ABOVE REVIEW THE 990 IS DISTRIBUTED TO: A.COO B.CEO C.CHAIR OF THE FINANCE/AUDIT COMMITTEE 4) CHANGES AND CORRECTIONS FROM THE ABOVE ARE ADDRESSED AT EACH STEP. 5) FOLLOWING THE ABOVE, THE CFO SIGNS AND CAUSES THE 990 TO BE FILED WITH THE IRS. 6) UPON FILING WITH THE IRS, ALLIANCE DEFENSE FUND'S 990 IS AVAILABLE FOR PUBLIC DISTRIBUTION. FORM 990, PART VI, SECTION B, LINE 12C ALLIANCE DEFENSE FUND'S BOARD MEMBERS ANNUALLY CONFIRM THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST. THE CEO AND COO ARE AWARE OF BOARD MEMBER ASSIGNMENTS AND INTERACTIONS WITH ALLIANCE DEFENSE FUND. THE CEO, COO AND CFO MONITOR THE DAILY OPERATIONS OF ALLIANCE DEFENSE FUND SO AS TO BECOME AWARE SHOULD A CONFLICT ARISE. VENDOR PRUCHASES AND MAJOR PROJECT FUNDING EXPERIENCE OVERSIGHT FROM FINANCE AND ACCOUNTS PAYABLE FOR PROPER AUTHORIZATION AND VENDOR SELECTION. FORM 990, PART VI, SECTION B, LINE 15 ALLIANCE DEFENSE FUND MAINTAINS A COMPENSATION SYSTEM. CEO COMPENSATION IS SET BY OUR INDEPENDENT BOARD, SUBJECT TO RECOMMENDATIONS OF THE BOARD COMPENSATION COMMITTEE. JOB DESCRIPTIONS ARE EVALUATED AGAINST INDEPENDENT MARKET SOURCES AND REVIEWED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMPENSATION COMMITTEE APPROVED POSITION GRADES AND PAY RANGES OF ALL OTHER POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 YEAR END AUDITED FINANCIAL STATEMENTS AND 990 ARE POSTED TO ALLIANCE DEFENSE FUND'S WEBSITE AND DISTRIBUTED TO OTHER CHARITY MONITORING ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -13,050. 15100 LLC 15100 N 90TH STREET SCOTTSDALE AZ 85260 OWN REAL PROPERTY AZ 446083 14661070 N/A ALLIANCE DEFENSE FUND FOUNDATION 15100 N 90TH STREET SCOTTSDALE AZ 85260 861158500 PUBLIC BENEFIT CORPORATION AZ 501(C)(3) LINE 7 ALLIANCE DEFENSE FUND INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0