2024-11-22T16:25:05-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-01-01 237417351 FREEDOMS FOUNDATION AT VALLEY FORGE FREE 6109338825 ROUTE 23 PO BOX 67 VALLEY FORGE PA 194810067 JOHN MEKO PRESIDENT 6109338825 2024-11-21 1 1 WILLIAM A LOUGHERY P01603932 2156433900 2024-11-21 2023 2024-10-15 13:58:12Z JOHN MEKO ROUTE 23 PO BOX 67 VALLEY FORGE PA 194810067 637471 1 0 2529 X WWW.FFVF.ORG X 1949 TO EDUCATE ABOUT AMERICAN RIGHTS AND RESPONSIBILITIES AND HONOR ACTS OF CIVIC VIRTUE 24 24 0 1200 0 0 297599 242053 13047 52837 72282 216789 22335 42411 405263 554090 123250 138920 0 0 0 0 0 0 0 214339 286415 337589 425335 67674 128755 2055917 2184672 0 0 2055917 2184672 X TO EDUCATE ABOUT AMERICAN RIGHTS AND RESPONSIBILITIES, HONOR ACTS OF CIVIC VIRTUE, AND CHALLENGE ALL TO REJECT APATHY AND GET INVOLVED. 0 0 391731 138920 52837 EDUCATION: IN 2023, EIGHTEEN PROGRAMS FOR 921 PRIMARY SCHOOL STUDENTS FOCUSED ON THE FOUNDING OF THE COUNTRY AND ESTABLISHING DEEPLY PERSONAL CONNECTIONS TO HISTORY. SIXTEEN PROGRAMS FOR 742 HIGH SCHOOL AND COLLEGE STUDENTS FOCUSED ON CIVIC RESPONSIBILITY, AMERICAN HISTORY, AND THE FOUNDING DOCUMENTS. IN 2023, PROGRAMS WERE HELD IN PERSON ON OUR 72-ACRE CAMPUS AND INCLUDED NEARLY 37,000 HOURS OF STUDENT INSTRUCTION IN CIVIC EDUCATION.(CONTINUED ON SCHEDULE O)IN 2023, WE WELCOMED 238 TEACHERS TO OUR IN-PERSON GRADUATE PROGRAMS, INCLUDING 5 SEMINARS AND 1 TRAVELING WORKSHOP, WHICH PROVIDE HISTORY AND CIVIC CONTENT BY EXPOSING TEACHERS TO EXTRAORDINARY SCHOLARS AND THINKERS IN PROGRAMS ON THE CONSTITUTION, AMERICAN HISTORY, CHARACTER DEVELOPMENT, AND AMERICAN VALUES. WITH TEACHERS AVERAGING 100 STUDENTS IN A SINGLE SCHOOL YEAR, THIS MEANS MORE THAN 23,800 STUDENTS WERE OR WILL BE IMPACTED BY FREEDOMS FOUNDATION'S EFFORTS IN THE 2023-2024 SCHOOL YEAR. 33604 0 0 HONORING ACTS OF CIVIC VIRTUE: THROUGH ITS NATIONAL AWARDS PROGRAM, FREEDOMS FOUNDATION RECOGNIZED 101 INDIVIDUALS AND ORGANIZATIONS IN 2023 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. 425335 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 CA X THE ORGANIZATION 6109338825 1601 VALLEY FORGE ROAD VALLEY FORGE PA 19481 X MARISA DI PIETRO BAY STATE, MA CHAPTER SECRETARY 1.00 X X 0 0 0 CHRISTINE WEBBER BROWARD COUNTY, FL CHAPTER PRESIDENT 1.00 X X 0 0 0 JERRY ORTON CENTRAL NEW YORK, NY CHAPT 1.00 X X 0 0 0 CARRIE TERRYBERRY CHASE COUNTY, NE CHAPTER P 1.00 X X 0 0 0 CHARLOTTE ELLINGTON CHATTANOOGA, TN CHAPTER PR 1.00 X X 0 0 0 PHIL JOHN DALLAS AREA, TX CHAPTER PR 1.00 X X 0 0 0 THERESA BRADLEY GREATER CINCINNATI,OH CHAP 1.00 X X 0 0 0 CLAY BOONE JACKSONVILLE, FL CHAPTER P 1.00 X X 0 0 0 TRISH BOWE LOS ANGELES COUNTY,CA CHAP 1.00 X X 0 0 0 TOLAR NOLLEY MARY BALL WASHINGTON,VA CH 1.00 X X 0 0 0 MAX SCHELL MONTEREY BAY AREA, CA CHAPTER 1.00 X X 0 0 0 JUDGE JOHN C GROUT JR NEW ORLEANS, LA CHAPTER PR 1.00 X X 0 0 0 KATHY KAAIOHELO OKLAHOMA CITY, OK CHAPTER 1.00 X X 0 0 0 GLENN FREEMAN OMAHA, NE CHAPTER PRESIDEN 1.00 X X 0 0 0 LANE CURTIS ORANGE COUNTY, CA CHAPTER 1.00 X X 0 0 0 BETTY WILLIAMS PENSACOLA, FL CHAPTER PRES 1.00 X X 0 0 0 ROBIN HOUGE SAN ANTONIO, TX CHAPTER PR 1.00 X X 0 0 0 EMILY MATTHEWS SACRAMENTO AREA, CA CHAPTE 1.00 X X 0 0 0 BECKY REID SAN DIEGO COUNTY, CA CHAPT 1.00 X X 0 0 0 AMY CALDEIRA SOUTH CENTRAL MONTANA CHAP 1.00 X X 0 0 0 CHRIS MCSPADDEN TRI STATE SOUTHEASTERN CHA 1.00 X X 0 0 0 CHRISSI RICHARDS TUSCON, AZ CHAPTER PRESIDE 1.00 X X 0 0 0 MARTEL BODELL UTAH CHAPTER PRESIDENT 1.00 X X 0 0 0 GREG WARCHOL VALLEY FORGE, PA CHAPTER P 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 28256 213797 242053 MEMBERSHIP DUES 900099 52837 52837 52837 216789 216789 125792 28256 83381 42411 42411 554090 52837 0 259200 138920 138920 EDUCATION EXPENSES 212462 212462 VOLUNTEER EXPENSES 40349 40349 AWARD PRESENTATIONS 33604 33604 425335 425335 0 0 1068108 1042772 987809 1141900 2055917 2184672 0 0 X 1068108 1042772 987809 1141900 2055917 2184672 2055917 2184672 128755 0 X 0 0 0 X 663526 252694 207182 319934 284464 1727800 663526 252694 207182 319934 284464 1727800 231995 1495805 105719 33023 165859 72282 216789 593672 4216 22335 26551 2348023 153339 0.63700 0.71150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT (SACRAMENTO) 40327 40327 6720 4368 4473 GEORGE WASHINGTON BIRTHDAY FUNDRAIS 28093 13825 14268 7657 7151 3256 8 85628 14431 71197 16731 26041 6984 154048 28256 125792 23451 38066 7151 14713 83381 42411 1 SCHOLARSHIPS 273 138920 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED SOLELY FOR ATTENDANCE TO FFVF PROGRAMS. EACH CHAPTER IS ABLE TO CONFIRM PROGRAM ATTENDANCE OF SCHOLARSHIP RECIPIENTS. NO FUNDS ARE RELEASED DIRECTLY TO RECIPIENTS AND, AS SUCH, EACH CHAPTER IS ENSURED THAT ALL FUNDS ARE USED FOR THEIR INTENDED PURPOSES. FORM 990, PART VI, SECTION A, LINE 4 THE CENTRAL ORGANIZATION FOR #2529 GROUP EXEMPTION WAS FREEDOM FOUNDATIONS AT VALLEY FORGE (EIN: 23-1657857). DURING THE TAX YEAR, THE CENTRAL ORGANIZATION WAS MERGED INTO THE UNION LEAGUE LEGACY FOUNDATION (EIN: 26-1894379) ("LEGACY FOUNDATION"). FREEDOMS FOUNDATION AT VALLEY FORGE WAS ISSUED EIN 23-7417351 BY THE IRS IN ORDER TO FILE A GROUP RETURN AND HAS BEEN DOING SO UNDER THE NAME FREEDOMS FOUNDATION AT VALLEY FORGE-CHAPTERS. LEGACY FOUNDATION IS THE SURVIVING ENTITY AFTER THE MERGER. LEGACY FOUNDATION FORMED FREEDOMS FOUNDATION AT VALLEY FORGE LLC, A WHOLLY-OWNED DISREGARDED ENTITY OF LEGACY FOUNDATION, TO TAKE OVER AS THE CENTRAL ORGANIZATION FOR THE #2529 GROUP EXEMPTION. THE MERGER HAD NO EFFECT ON THE IRS ISSUED EIN 23-7417351 FOR THE GROUP RETURN. AS SUCH, FREEDOMS FOUNDATION AT VALLEY FORGE LLC IS FILING THIS GROUP RETURN AS THE SURVIVING CENTRAL ORGANIZATION UNDER THE EIN 23-7417351. FORM 990, PART VI, SECTION A, LINE 8B NO CHAPTER HAS A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY THE FREEDOMS FOUNDATION CEO AND DIRECTOR OF ACCOUNTING. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL CHAPTER PRESIDENTS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL THAT MEETS THE INTERNAL REVENUE SERVICE DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT ISSUE FINANCIAL STATEMENTS. FORM 990 LINE H (B) IN ADDITION TO THE LIST OF AFFILIATED ORGANIZATIONS INCLUDED IN THIS GROUP RETURN, THE ORGANIZATION IS IN THE PROCESS OF NOTIFYING THE IRS TO ADD THE FOLLOWING CHAPTERS WHICH ARE NOW ACTIVE IN THE GROUP: FREEDOMS FOUNDATION AT VALLEY FORGE, SACRAMENTO CHAPTER 5160 VIRGINIATOWN ROAD, NEWCASTLE, CA 95658 27-0769902 FREEDOMS FOUNDATION AT VALLEY FORGE, MONTEREY BAY CHAPTER 649 CADENA DRIVE, SOLEDAD, CA 93960 93-2376774 FREEDOMS FOUNDATION AT VALLEY FORGE, SOUTH CENTRAL MONTANA CHAPTER 25 BUS LANE - LAUREL, MT 59044 35-2766898 FREEDOMS FOUNDATION AT VALLEY FORGE 1601 VALLEY FORGE ROAD PO BOX 67 VALLEY FORGE PA 194810067 231657857 EDUCATIONAL SERVICES PA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 FREEDOMS FOUNDATION AT VALLEY FORGE BAY STATE CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 222727215 FREE FREEDOMS FOUNDATION AT VALLEY FORGE CENTRAL NEW YORK CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 510185112 FREE FREEDOMS FOUNDATION AT VALLEY FORGE CHASE COUNTY AREA CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237381987 FREE FREEDOMS FOUNDATION AT VALLEY FORGE CHATTANOOGA CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237375529 FREE FREEDOMS FOUNDATION AT VALLEY FORGE DALLAS AREA CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237375527 FREE FREEDOMS FOUNDATION AT VALLEY FORGE GREATER CINCINNATI AREA CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 510185117 FREE FREEDOMS FOUNDATION AT VALLEY FORGE JACKSONVILLE CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 592205609 FREE FREEDOMS FOUNDATION AT VALLEY FORGE LOS ANGELES CHAPTER 1276 WESTWIND CIR WESTLAKE VLG CA 913613427 237375458 FREE FREEDOMS FOUNDATION AT VALLEY FORGE MARY BALL WASHINGTON CHAP 38 WINDWARD WATCH LN SALUDA VA 231492645 271429571 FREE FREEDOMS FOUNDATION AT VALLEY FORGE NEW ORLEANS CHAPTER 748 AMETHYST ST NEW ORLEANS LA 701243637 510185130 FREE FREEDOMS FOUNDATION AT VALLEY FORGE OKLAHOMA CITY CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 510198710 FREE FREEDOMS FOUNDATION AT VALLEY FORGE OMAHA CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237375461 FREE FREEDOMS FOUNDATION AT VALLEY FORGE ORANGE COUNTY CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237375456 FREE FREEDOMS FOUNDATION AT VALLEY FORGE PENSACOLA CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 222727217 FREE FREEDOMS FOUNDATION AT VALLEY FORGE SAN ANTONIO CHAPTER 2202 W SUMMIT AVE SAN ANTONIO TX 782014806 237375460 FREE FREEDOMS FOUNDATION AT VALLEY FORGE SAN DIEGO COUNTY CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237375538 FREE FREEDOMS FOUNDATION AT VALLEY FORGE TRI-STATE SOUTHEASTERN CHAPTER PO BOX 709 OOLTEWAH TN 373630709 364790975 FREE FREEDOMS FOUNDATION AT VALLEY FORGE TUCSON VOLUNTEER CHAPTER 10694 N NEWITT PL TUCSON AZ 85737 352450977 FREE FREEDOMS FOUNDATION AT VALLEY FORGE UTAH CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 222727214 FREE FREEDOMS FOUNDATION AT VALLEY FORGE VALLEY FORGE CHAPTER PO BOX 67 VALLEY FORGE PA 194810067 237375528 FREE