2026-03-10T17:03:56-07:00 2025-04-30 920423159 NPO Financial Services LLC PO Box 1056 Plainfield IN 46168 990 2024-05-01 850784793 Marble Freedom Trust MARB 5615633547 331 W Parrish Lane Suite 106-315 Centerville UT 84014 Leonard A Leo Trustee and Chairman 5615633547 2026-03-10 0 1 Shawna Powell P01779004 7652636800 2026-02-12 2024 2025-03-06 01:10:19Z Leonard A Leo 331 W Parrish Lane Suite 106-315 Centerville UT 84014 77327274 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 27924703 0 0 0 34359755 77327274 0 0 62284458 77327274 189150000 206750000 0 0 1665196 1448373 0 0 0 9844760 15402666 200659956 223601039 -138375498 -146273765 992102282 877636565 0 0 992102282 877636565 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 207419275 206750000 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 207419275 0 0 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 0 0 0 0 1 1 1 1 0 1 12 0 1 2 1 0 0 0 0 0 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 901000 0 0 Leonard A Leo Trustee and Chairman 25 6 X X 500000 0 0 Jonathan Bunch Successor Trustee 0.5 6 X 0 0 0 Tyler Green Administrative Trustee 0.5 0 X 0 0 0 1401000 0 0 2 0 1 0 Baker Hostetler 1050 Connecticut Ave NW Suite 1100 Washington DC 20036 Legal Services 5002001 Kingsley Security Inc PO Box 140445 Howard Beach NY 11414 Security and threat monitoring and detection 2474240 Holtzman Vogel Baran Torchinsky & Josefiak PLLC 15405 John Marshall Hwy Haymarket VA 20169 Legal Services 360110 Semmes Partners LLC 300 Park Ave Fl 12 New York NY 10022 Strategic Consulting 200000 4 0 0 58376431 0 0 58376431 0 0 0 0 0 0 0 0 0 0 0 18950843 0 0 0 18950843 18950843 0 0 18950843 0 77327274 0 0 77327274 206750000 206750000 0 0 1315520 200000 1115520 0 0 0 0 0 100000 0 100000 0 0 0 0 0 32853 0 32853 0 233845 0 233845 0 4652198 0 4652198 0 56705 0 56705 0 6644519 0 6644519 0 3060422 0 3060422 0 232097 0 232097 0 10645 0 10645 0 469275 469275 0 0 42960 0 42960 0 223601039 207419275 16181764 0 6579649 4099623 822720473 668936070 136665705 164370844 26136455 40230028 992102282 877636565 0 0 X 992102282 877636565 0 0 992102282 877636565 992102282 877636565 -146273765 33557036 0 -1748988 0 0 X 0 0 0 0 164370844 F 164370844 1 Schwab Charitable Fund 1958 Summit Park Dr Suite 200 Orlando FL 32810 311640316 501 C3 157650000 0 To support organizations that promote limited government, freedom, and human dignity (DAF). The Concord Fund 8300 Boone Blvd Suite 500 Vienna VA 22182 202303252 501C4 33450000 0 General Operating Lexington Fund 201 Main St STE 1375 Fort Worth TX 76102 990600559 501C4 14750000 0 General Operating Knights of Columbus Charitable Fund 1 Columbus Plaza New Haven CT 06510 815466677 501C3 500000 0 General Operating Rule of Law Trust 8300 Boone Blvd Ste 500 Vienna VA 22182 831047727 501C4 400000 0 General Operating 2 3 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 726000 0 175000 0 0 0 0 0 0 0 901000 0 0 0 Leonard A Leo Trustee and Chairman 500000 0 0 0 0 0 0 0 0 0 500000 0 0 Schedule J, Part I, Line 7 The organization's Trustee, in consultation with legal and financial advisors, reviews comparability data to ensure total compensation, including non-fixed discretionary performance bonuses, constitute reasonable compensation. 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 -931837 30452105 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 0 2231042 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 5660000 Cost Rule of Law Trust b 400000 Grant amount