2025-03-14T09:26:55-07:00 2024-04-30 920423159 NPO Financial Services LLC PO Box 1056 Plainfield IN 46168 990 2023-05-01 850784793 Marble Freedom Trust MARB 5615633547 331 W Parrish Lane Suite 106-315 Centerville UT 84014 Leonard A Leo Trustee and Chairman 5615633547 2025-03-13 0 1 Shawna Powell P01779004 7652636800 2025-02-19 2023 2025-03-06 01:10:19Z Leonard A Leo 331 W Parrish Lane Suite 106-315 Centerville UT 84014 62284458 0 X X 2020 UT 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. 1 0 2 0 0 0 0 27924703 0 0 48470772 34359755 0 0 48470772 62284458 216850000 189150000 0 0 1301429 1665196 0 0 0 5475955 9844760 223627384 200659956 -175156612 -138375498 1042289889 992102282 0 0 1042289889 992102282 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 189798955 189150000 0 The Trust reviewed and approved grants 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 0 N/A 0 0 0 189798955 0 1 0 0 0 0 0 0 0 0 1 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 0 1 1 0 0 1 11 0 1 2 1 0 0 0 0 1 1 0 0 0 X 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 1 1 0 X Tyler Green 5615633547 331 W Parrish Lane Suite 106-315 Centerville UT 84014 Alex Marshall CIO 55 0 X 810000 0 0 Leonard A Leo Trustee and Chairman 25 6 X X 600000 0 0 Jonathan Bunch Successor Trustee 0.5 6 X 0 0 0 Tyler Green Administrative Trustee 0.5 0 X 0 0 0 1410000 0 0 2 0 1 0 Baker Hostetler 1050 Connecticut Ave NW Suite 1100 Washington DC 20036 Legal Services 3323894 Kingsley Security Inc PO Box 140445 Howard Beach NY 11414 Security and threat monitoring and detection 2111354 Holtzman Vogel Baran Torchinsky & Josefiak PLLC 15405 John Marshall Hwy Haymarket VA 20169 Legal Services 399637 RaySecur Inc 356 University Ave Westwood MA 02090 Security and threat monitoring and detection 235094 Kirton McConkie PO Box 45120 Salt Lake City UT 84145 Legal Services 132428 5 0 0 0 0 0 27924703 27924703 27924703 0 23214450 0 0 23214450 0 0 0 0 0 0 0 0 0 0 0 11145305 0 0 0 11145305 11145305 0 0 11145305 0 0 62284458 0 0 34359755 189150000 189150000 1532000 350000 1182000 0 0 100000 0 100000 0 33196 0 33196 0 487859 0 487859 0 4895998 0 4895998 0 87500 0 87500 0 1517527 0 1517527 0 2365393 0 2365393 0 175944 0 175944 0 4796 0 4796 0 266592 266592 0 0 43151 32363 10788 0 200659956 189798955 10861001 0 3486980 6579649 1023821447 822720473 5033663 136665705 9947799 26136455 1042289889 992102282 0 0 X 1042289889 992102282 0 0 1042289889 992102282 1042289889 992102282 -138375498 91534097 0 -3346206 0 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 136665705 F 136665705 1 Schwab Charitable Fund 1958 Summit Park Dr Suite 200 Orlando FL 32810 311640316 501 C3 122000000 0 To educate the public and support activities that highlight the relationship between structual limits on government power and the protection of our dignity and our freedoms. (DAF) The Concord Fund 8300 Boone Blvd Suite 500 Vienna VA 22182 202303252 501C4 60450000 0 To promote the vision of liberty and justice in America, fidelity to the principles of federalism and the rule of law. Knights of Columbus Charitable Fund 1 Columbus Plaza New Haven CT 06510 815466677 501C3 6700000 0 General Operating 2 1 Schedule I, Part I, Line 2 Procedures for Monitoring the Use of Grant Funds. The Trust monitors grants to ensure funds are used in a manner consistent with the exempt purpose of the organization. X X X 0 0 0 0 0 0 0 1 0 Alex Marshall CIO 660000 0 150000 0 0 0 0 0 0 0 810000 0 0 0 Leonard A Leo Trustee and Chairman 600000 0 0 0 0 0 0 0 0 0 600000 0 0 0 Schedule J, Part I, Line 7 Discretionary bonus X 1 27924703 FMV 0 0 0 Schedule M, Part I, Line 9 The organization is reporting in Part I, column (b), the number of donations (not the number of shares) received. Form 990, Part VI, Section A, Line 1a Authority Delegated to Committee Explanation. 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, 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 Related Party Information Among Officers. Leonard A Leo business relationship with Jonathan Bunch. Form 990, Part VI, Section A, Line 7b Decisions Subject to Approval of Members 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 Organization's Process to Review Form 990. The Form 990 is prepared by an independent contractor and is reviewed by legal counsel and the Trustee prior to filing with Internal Revenue Services (IRS). Form 990, Part VI, Section B, Line 12c Enforcement of Conflicts of Interest Policy. 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 B, Line 15 Compensation for the Organization's Chairman and CIO were reviewed and approved by independent persons, utilizing comparability data, and contemporaneous substantiation of the deliberation and approval. Form 990, Part VI, Section C, Line 19 Governing Documents Disclosure Explanation. Governing and financial documents are not available to the public. Chesapeake Financial Holdings LLC 331 W Parrish Lane Suite 106-315 Centerville UT 84014 850784793 Holding company DE 41598 17998541 Marble Freedom Trust Rule of Law Trust 8300 Boone Ave Vienna VA 22182 831047727 Support VA 501C4 N/A 0 Columbia Finance LLC 319 S Pitt Street Alexandria VA 22314 932140355 Investment DE Chesapeake Finance Holdings LLC Excluded -32 550068 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Columbia Finance LLC b 4821573 Cost