2022-03-15T09:23:42-07:00 2021-04-30 Shawna Powell 9100 Purdue Rd Ste 115 Indianapolis IN 46204 990 2020-05-01 850784793 Marble Freedom Trust MARB 5615633547 915 S Silvertree Ln North Salt Lake UT 84054 Leonard A Leo Trustee 5615633547 2022-03-15 0 Shawna Powell P01779004 4632290229 2022-02-08 X 0 11 0 AAL2 X X 2020 2022-09-23 18:48:47Z X Leonard A Leo 915 S Silvertree Ln North Salt Lake UT 84054 3247508083 0 X X 2020 UT The Trust exists to maintain and expand human freedom consistent with the values and ideals set forth in the Declaration of Independence and the Constitution of the United States. X 3 2 0 0 0 0 0 1603791362 0 0 0 39080459 0 0 0 1642871821 0 228600000 0 0 0 645995 0 0 0 0 417695 0 229663690 0 1413208131 0 1413208131 0 0 0 1413208131 To maintain and expand human freedom consistent with the values and ideals set forth in the Declaration of Independence and the Constitution of the United States. 0 0 228745600 228600000 0 The Trust reviewed and approved grants to maintain and expand human freedom, and planned for its future as a new organization. 0 0 0 228745600 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 1 X 7 0 1 0 0 0 0 0 1 1 0 0 0 X 3 2 1 0 1 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 0 0 UT X Neil Corkery 5615633547 915 Silvertree Ln North Salt Lake UT 84504 Leonard Leo Trustee and Chairman 25 10.00 X X 350000 0 0 Tyler Green Administrative Trustee 0.5 0 X 0 0 0 Jonathan Bunch Successor Trustee 0.5 6.00 X 0 0 0 350000 0 0 1 0 1 0 Sullivan & Cromwell LLP 125 Broad St New York NY 10004 Legal services 940000 Kirton McConkie PO Box 45120 Salt Lake City UT 84145 Legal services 140602 Holtzman Vogel Baran Torchinsky & Josefiak PLLC 15405 John Marshall Hwy Haymarket VA 20169 Legal services 101556 3 0 0 0 0 0 1603791362 1603696262 1603791362 0 40020459 0 0 40020459 0 0 0 0 0 0 0 0 0 0 1603696262 0 1604636262 0 -940000 0 -940000 0 0 -940000 0 0 1642871821 0 0 39080459 228600000 228600000 0 0 0 0 0 0 550000 145600 404400 0 0 0 0 0 89302 0 89302 0 0 0 0 0 0 0 0 0 6693 0 6693 0 0 0 0 0 242158 0 242158 0 20000 0 20000 0 0 0 0 0 0 0 26564 0 26564 0 125600 0 125600 0 0 0 0 0 760 0 760 0 175 0 175 0 0 0 0 0 0 0 0 0 2438 0 2438 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 229663690 228745600 918090 0 0 14517975 0 0 0 0 0 0 0 0 0 0 0 7000000 0 0 0 0 0 0 1391690156 0 0 0 0 0 0 0 1413208131 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 1413208131 0 0 0 1413208131 0 1413208131 1413208131 0 0 0 0 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 Donors Trust Inc 1800 Diagonal Ste 280 Alexandria VA 22314 522166327 501(c)(3) 41100000 0 General Operating Schwab Charitable Fund 1958 Summit Park Dr Suite 200 Orlando FL 32810 311640316 501(c)(3) 18000000 0 General Operating The Concord Fund 3220 N Street NW Suite 136 Washington DC 20007 202303252 501(c)(4) 16500000 0 General Operating Rule of Law Trust 8300 Boone Ave Vienna VA 22182 831047727 501(c)(4) 153000000 0 General Operating 2 2 Schedule I, Part I, Line 2 The Trust monitors grants to ensure funds are used in a manner consistent with the exempt purpose of the organization. 0 0 0 0 0 0 0 0 0 Leonard Leo Trustee and Chairman 350000 0 0 0 0 0 0 0 0 0 350000 0 0 0 X 1 1603696262 FMV 0 0 0 Schedule M, Part I, Line 10 The organization is reporting in Part I, column (b), the number of donations (not the number of shares) received. Sale of gifted Company & Subsidiaries 2021-03-17 1603696262 Enterprise Value 000000000 Name withheld Address withheld State withhled UT 84054 C-Corp legal fees 2021-03-30 940000 actual cost 135420320 SULLIVAN and CROMWELL LLP 125 Broadway New York NY 10004 LLP 0 0 0 0 Schedule N, Part II, Line 1 In some cases we have not disclosed recipient information to protect donor confidentiality. Note that when there is an EIN or jurisdiction to disclose, we have put "00-0000000" and used the address and jurisdiction of Marble Freedom Trust. Form 990, Header, Line G Part I box G, Part VIII line 7, and Schedules N and R: The organization received by gift and then sold 100% of the stock in a privately held company. It has withheld identifying information about that "Donated Company" where disclosing it would effectively disclose the identity of its donors, pursuant to instructions on Schedule B that allow withholding of similar details when necessary to preserve donor confidentiality. The gift was liquidated before the end of the filing year. Because the company was donated at an estimated value of $1,603,696,262, and then sold for the same price, the organization's gross receipts are artificially inflated, because the value of the gift and the proceeds from its sale are both counted. Form 990, Part V, Line 2a The organization had 0 employees in 2020; they added employees in April 2021, so 0 employees were reported on form W-3 for 2020 (the calendar year ending with or within the year covered by this return). Form 990, Part V, Line 6b In accordance with the guidance in Notice 88-120, the organization was not required to provide express statements, and did not provide such statements, before it reached the threshold of having gross receipts normally greater than $100,000. Form 990, Part VI, Section A, Line 1a The Trustee has primary authority to manage and make decisions on behalf of the Trust. The Administrative Trustee has responsibility over certain administrative matters, such as maintaining records, preparing tax returns and financial statements, and administering certain assets in the trust's local jurisdiction. The Successor Trustee exercises the power of the Trustee in certain situations where the Trustee would have a conflict of interest or in the absence or inability of the Trustee to act. Form 990, Part VI, Section A, Line 2 Leonard Leo and Jonathan Bunch have a business relationship. Form 990, Part VI, Section A, Line 4 The trust agreement was amended to change who has power to remove or replace the Trustee. See explanation for lines 7a and 7b. Form 990, Part VI, Section A, Line 7a A donor had the right to remove an existing trustee and appoint a new one, but the Trust Agreement was amended to eliminate that right. Under the trust agreement, a designated individual has power to sue to enforce the Trust and to approve a request by the Successor Trustee to remove the Trustee. Form 990, Part VI, Section A, Line 7b A donor had the right to remove an existing trustee and appoint a new one, but the Trust Agreement was amended to eliminate that right. Under the trust agreement, a designated individual has power to sue to enforce the Trust and to approve a request by the Successor Trustee to remove the Trustee. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b: The Form 990 is prepared by an Independent Contractor and it is reviewed by legal counsel and the Trustee prior to filing with Internal Revenue Service (IRS). Form 990, Part VI, Section B, Line 12c Part VI Section B. 12c: Officers and Trustees are subject to conflict of interest provisions in the trust agreement and work with counsel to comply. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19: Governing and financial documents are not available to the public. America Engaged 1101 Wilson Boulevard 6th Fl Arlington VA 22209 812072162 support orgs promote Constitution VA 501(c)(4) not applicable 0 BH Fund 4250 North Fairfax Drivee 700 Arliington VA 22203 811263832 fund projects that promote the rule of law VA 501(c)(4) not applicable 0 Rule of Law Trust 8300 Boone Ave Vienna VA 22182 831047727 support project and conduct research adv conservative principles VA 501(c)(4) not applicable 0 Donated Company & Subsidiaries withheld address withheld state UT 84054 000000000 unrelated UT Marble C 78725496 1603696262 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 Donated Company & Subsidiaries f 40000000 actual cash paid