OMB No 1545-0047 Form 990 Return of Organization Exempt From Income Tax

~@12 !,.lnder section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

Department of the Treasury Internal Revenue Service ~ The organization may have to use a copy of this return to satisfy state reporting requirements

Open to Public

Inspection

A For the 2012 calendar vear. or tax vear beainnina 2012 and endina , 20

B Check 11 applicable c Name of organization The Institute for Llbertv D Employer identification number

D Address change Doing Business As 20-2641983

D Name change Number and street (or P O box 1f mall 1s not delivered to street address) I Room/suite E Telephone number

D Initial return 1250 Connecticut Ave, NW, Suite 200 202-261-6592

D Terminated City, town or post office, state, and ZIP code

D Amended return Washinaton DC 20036 G Gross receipts $ 440,017

D Application pending F Name and address of principal officer H(a) Is this a group return for affiliates? 0 Yes [Z] No

Andrew Lanaer - Same as above H(b) Are all affiliates included? 0Yes 0No I Tax-exempt status D 501(cH3l [Z] 501(c) ( 4 ) "' (insert no) 0 4947(al!1l or 0521 If "No." attach a list (see 1nstruct1ons)

J Website:~ htto //www inst1tuteforl1bertv oral H(c) Group exemption number ~ K Form of organization [Z] Corporation O Trust O Assoc1at1on O Other~ I L Year of formation 2008 I M State of legal domicile DC

•::.i m•• Summary

1 Briefly describe the organization's m1ss1on or most significant activities: ----------------------------- --------------------------------------QI

Defend the r~hts_ of ind1v1duals _to pursue the American dream 1~ect1n_g the _perspective of small_ businesses, ____________________________ u

_ and the working_ fam1l1es_that de_pend on them. into the_publ1c _pollc_y debate---------------------------------------------------------------------c Ill c ... QI

2 Check this box .,..0 1f the organization d1scont1nued its operations or disposed of more than 25% of its net assets > 0 CJ 3 Number of voting members of the governing body (Part VI, line 1a) 3 4 a!I IJ) 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 2 QI

:.:: 5 Total number of 1nd1v1duals employed in calendar year 2012 (Part V, line 2a) 5 2 ·s; ·.;:.

6 Total number of volunteers (estimate 1f necessary) 6 0 u c:(

7a Total unrelated business revenue from Part VIII, column (C}, ltne 12 7a 0 b Net unrelated business taxable income from Form 990-T, line 34 7b 0

Prior Year Current Year

QI 8 Contributions and grants (Part VIII, line 1 h) . 297,000 440,017 :I 9 Program service revenue (Part VIII, line 2g) c QI

> 10 Investment income (Part VIII, column (A}, Imes 3, 4, and 7d) QI

0:: 11 Other revenue (Part VIII, column (A}, lines 5, 6d, 8c, 9c, 1 Oc, and 11 e)

12 Total revenue-add Imes 8 through 11 (must equal Part VIII, column (A), line 12) 297,000 440,017

13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) . 35,000 14 Benefits paid to or for members (Part IX, column (A), line 4)

IJ) 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 109,862 113,075 QI IJ) 16a Professional fundra1s1ng fees (Part IX, column (A), line 11 e) c QI

b Total fundra1smg expenses (Part IX, column (D}, hne 25) .,.. r~; ~ }'\:yi,:, ::-r~~\~~~x~\~ '~~&"-'"'~ Q. :~ " f' $"; <:,~ ;\""'~~, ~ )( ------------------------w 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 11 f-24e) 175,138 290,566

18 Total expenses. Add lines 13-17 (must eq ratf>art IX,_ cglul!'n (At line '25) 284,995 438,641 19 Revenue less expenses. Subtract ltne 18 f om 11r5{1z_ l_,; t:: j V ~ n 12,005 1,376

~"' 0 Beg1nmng of Current Year End of Year o"' :? g

20 Total assets (Part X, line 16) 0 NOV· 2 5 ·2013' Cl) ., .. 5;. 3,520 4,896 ~cii &t -,:CD 21 Total l1abil1ties (Part X, hne 26) -"' a,C

21 II UI II ,;11c; .::.~ 0:1 z:, 22 Net assets or fund balances. Subtract line 3,520 4,896 ... .-. ·~ lillllll Signature Block l Jl -ii H-N . U 1 Under enalt1es of periu , I declare that I have examined th,s return, 1nc1uain accom an in sclieaules'fnd statements, and to the best of m p ry g p y g y knowled e and belief, 1t 1s g true, correct, and complete Declaration of preparer (o er than officer) 1s based on all information of which preparer has any knowledge

Sign

Here Type or print name and title

JJ, Date

Paid Pnntffype preparer's name P~'s s1gnatu;r Date Check [Z] 11 PTIN

Preparer~H~o~w~a~rQd~S~c~kQo~ln~1k~C~P~A!..._~~~~~_c~::....:::::~~·~=-~::::::::~..::'.'.'.:....:~~==-~~J_~i11_!_~/Li..!,J'.....,t~s~e:1f-~e~m~p~10~ye=d'..J___!P~0£1~0~6~4~96~7!..__

Use C>nlyr--F1_rm_'_s_na~m_ec_..__~~~H~o_w~a_rd.CC.....CS~c~k~o~ln_1~k~,C.c..-P_A~~~~~~~~~~~~~~~~~~~-+-;_;...;.;..;...c:...::.;_;_.:_..~~~~~~~~~~ Firm's address ~ 11646 N 129th Wa Scottsdale.AZ 85259 602-524-0974

May the IRS discuss this return with the preparer shown above? (see instructions) [Z]Yes O No

For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y

Form 990 (2012) Page2

1@1j(i St~tement of Program Service Accomplishments Check if Schedule O contains a response to any question in this Part Ill .o

1 Briefly describe the organization's mission: Defend_ the _n.9hts_ of 1nd1v1duals _to pursue the Amen can dream ll"!JeCt1n.9_the perspective of small_ businesses, ________________________________ _

_ and the working_ fam1l1es _that de_pend on them. into the_[>ubl1c pol1c_y debate--------------------------------------------------------------------------

2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . O Yes 0 No

If "Yes," describe these new services on Schedule 0. 3 Did the organization cease conducting, or make significant changes m how 1t conducts, any program

services? . . . . . . . . . . . 0 Yes 0 No If "Yes," describe these changes on Schedule 0.

4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, 1f any, for each program service reported.

4a (Code: ---------------) (Expenses $ ____________ 289,615 including grants of $ ----------------35.000 ) (Revenue $ ------------------------En_gag_ed in ana!,ys1s of and advocacy on publ1c_pol1cy issues and_their impacts on small_business and entrepreneurshi[> ------------------

4b (Code:---------------) (Expenses $ ----------------------including grants of $ ------------------------) (Revenue $ ------------------------

4c (Code:---------------) (Expenses $ ---------------------- including grants of $ ------------------------ ) (Revenue $ ------------------------

4d Other program services (Describe m Schedule 0.) (Expenses $ including grants of$ ) (Revenue$

4e Total program service expenses ~ 289.615

Form 990 (2012)

Form 990 (2012) Page3 . . l!A CHecklist of Required Schedules Yes No

1 Is the organization described 1n section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A . 1 ,/

2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 ,/

3 Did the organization engage in direct or indirect political campaign activities on behalf of or ,n oppos1t1on to candidates for public office? If "Yes," complete Schedule C, Part I 3 ,/

4 Section 501 (c)(3) organizations. Did the organization engage in lobbying act1v1t1es, or have a section 501 (h) election in effect during the tax year? If "Yes," complete Schedule C, Part JI 4

5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,

,/ Part Ill . 5

6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 6 ./

7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part JI 7 ./

8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part Ill 8 ./

9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed ,n Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV . 9 ./

10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V 10 ./

11 If the organization's answer to any of the following questions 1s "Yes," then complete Schedule D, Parts VI, '_ 1 ' l1J VII, VIII, IX, or X as applicable. ' l L..;.r a Did the organization report an amount for land, buildings, and equipment in Part X, line 1 O? If "Yes,"

complete Schedule D, Part VI 11a ./ b Did the organization report an amount for investments-other securities in Part X, line 12 that 1s 5% or more

of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII 11b ./ c Did the organization report an amount for investments-program related in Part X, line 13 that ,s 5% or more

of ,ts total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII 11c ./ d Did the organization report an amount for other assets in Part X, line 15 that 1s 5% or more of its total assets

reported m Part X, line 16? If "Yes," complete Schedule D, Part IX 11d ./ e Did the organization report an amount for other liab11it1es in Part X, line 25? If "Yes," complete Schedule D, Part X 11e ./ f Did the organization's separate or consolidated f1nanc1al statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax pos1t1ons under FIN 48 (ASC 740)? If "Yes," complete Schedule 0, Part X 11f ./ 12a Did the organization obtain separate, independent audited f1nanc1al statements for the tax year? If "Yes," complete

./ Schedule D, Parts XI and XII 12a b Was the organization included 1n consolidated, independent audited financial statements for the tax year? If "Yes," and tf

./ the organization answered "No" to ltne 12a, then completing Schedule D, Parts XI and XII is opt,onal 12b 13 Is the organization a school described in section 170(b)(1 )(A)(i1)? If "Yes," complete Schedule E 13 ./ 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a ./

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activ1t1es outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV. 14b ./

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV . 15 ./

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to 1nd1viduals located outside the United States? If "Yes," complete Schedule F, Parts /JI and IV 16 ./

17 Did the organization report a total of more than $15,000 of expenses for professional fundra,smg services on Part IX, column (A), Imes 6 and 11 e? If "Yes," complete Schedule G, Part I (see instructions) 17 ./

18 Did the organization report more than $15,000 total of fundra1smg event gross income and contributions on Part VIII, lines 1 c and Ba? If "Yes," complete Schedule G, Part II . 18 ./

19 Did the organization report more than $15,000 of gross income from gaming activ1t1es on Part VIII, line 9a? If "Yes," complete Schedule G, Part Ill 19 ./

20a Did the organization operate one or more hospital fac11it1es? If "Yes," complete Schedule H . 20a ./ b If "Yes" to line 20a, did the orQanizat1on attach a copy of its audited financial statements to this return? 20b

Form 990 (2012)

Form 990 (2012) Page4

Ch'ecklist of Required Schedules (continued) Yes No

21 Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II 21 ./

22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and Ill 22 ./

23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . 23 ./

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete Schedule K. If "No," go to line 25 . 24a ./

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year

to defease any tax-exempt bonds? 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? . 24d

25a Section 501 (c)(3) and 501 (c)(4) organizations. Did the organization engage 1n an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a ./

b Is the organization aware that it engaged in an excess benefit transaction with a d1squahf1ed person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . 25b ./

26 Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or d1squalif1ed person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II . 26 ./

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part Ill . 27 ./

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a ./ b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete

Schedule L, Part IV 28b ./ c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof)

was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV 28c ./ 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 29 ./ 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified

conservation contributions? If "Yes," complete Schedule M 30 ./ 31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,

Part I 31 ./ 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,"

complete Schedule N, Part II 32 ./ 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations

sections 301. 7701-2 and 301. 7701-3? If "Yes," complete Schedule R, Part I . 33 ./ 34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, Ill,

or IV, and Part V, /me 1 34 ./ 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a ./

b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, /me 2 . 35b

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, /me 2 36

37 Did the organization conduct more than 5% of its act1v1t1es through an entity that 1s not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI . 37 ./

38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 b and 19? Note. All Form 990 filers are required to complete Schedule O . 38 ./

Form 990 (2012)

Form 990 (2012) Page 5 N=Zffl11 Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response to any question 1n this Part V . D Yes No

1a Enter the number reported in Box 3 of Form 1096. Enter -0- 1f not applicable b Enter the number of Forms W-2G included 1n line 1 a. Enter -0- if not applicable . c Did the organization comply with backup withholding rules for reportable

reportable gaming (gambling) winnings to prrze winners?

1--~-~-+-----,-i~ i ~, t~ '.Mj payments to vendors and ~ ~ · · · ·:.

1c ./ 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax _J

Statements, filed for the calendar year ending with or within the year covered by this return 2a 1 _'_.: · ___ -·_· · '---'------i b If at least one 1s reported on line 2a, did the organizatron frle all required federal employment tax returns?

Note. If the sum of lines 1 a and 2a 1s greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year?

b If "Yes," has 1t fried a Form 990-T for this year? If "No," provide an explanation m Schedule O . 4a At any time during the calendar year, drd the organization have an interest in, or a signature or other authority

over, a financial account 1n a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . . . . . .

b If "Yes," enter the name of the foreign country: ..,. See rnstruct1ons for filing requrrements for Form TD F 90-22.1, Report of Foreign Bank and Frnancial Accounts.

Sa Was the organization a party to a prohibited tax shelter transaction at any trme during the tax year? . b Did any taxable party notrfy the organizatron that rt was or is a party to a proh1brted tax shelter transaction? c If "Yes" to line 5a or 5b, drd the organizatron frle Form 8886-T? . . . .

6a Does the organizatron have annual gross receipts that are normally greater than $100,000, and drd the

2b ./ ,.._ .. ~· ,-.:""J ~ , ' ,• _,. ''

,.:.&.L_·_· .•

3a ./ 3b

4a ./

Sa Sb Sc

organizatron solicrt any contrrbut1ons that were not tax deductible as charitable contributions? . . 6a ./ b If "Yes," did the organization include wrth every solic1tatron an express statement that such contrrbut1ons or

gifts were not tax deductrble? . . . . . . . . . . . 6b ./ 7 Organizations that may receive deductible contributions under section 170(c). a Did the organrzation receive a payment in excess of $75 made partly as a contrrbutron and partly for goods

and services provided to the payor? . . . . .

b If "Yes," drd the organization notify the donor of the value of the goods or services provided? . . 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for whrch it was

required to file Form 8282? . . . . . . 7c d If "Yes," indrcate the number of Forms 8282 fried durrng the year 7d ~g =... ".! !"· e Did the organizatron recerve any funds, directly or indrrectly, to pay premiums on a personal benefit contract? 1--7_e-+---+--­f Ord the organization, during the year, pay premiums, directly or indrrectly, on a personal benefrt contract? . ,_7_f-+---+--­g If the organrzatron recerved a contrrbutron of qualrfied rntellectual property, did the organization frle Form 8899 as required? 1--7=g-+---+---h If the organizatron received a contrrbutron of cars, boats, arrplanes, or other vehicles, drd the organrzation file a Form 1098-C? 7h ,___---,-;,___---, __

8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting

organizations. Did the supporting organization, or a donor advrsed fund maintained by a sponsoring organizatron, have excess busrness holdrngs at any trme durrng the year?

9

10

11

Sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable drstrrbutions under section 4966? . b Ord the organization make a drstribut1on to a donor, donor advisor, or related person?

Section 501 (c)(7) organizations. Enter: a Initiation fees and capital contributions included on Part VIII, line 12 b Gross recerpts, included on Form 990, Part VIII, line 12, for public use of club facrlitres

Section 501 (c)(12) organizations. Enter: a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources

10a 10b

11a

against amounts due or recerved from them.) . 11 b '---'------l

12a Section 4947(a)(1) non-exempt charitable trusts. ls the organization filing Form 990 in lieu of Form 1041? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ~1_2_b~------.\f~, {;j·

1 :i~'.

13 Section 501(c)(29) qualified nonprofit health insurance issuers. ··\~·;:·'-·~;:"' ·r·~?<r· a Is the organizatron licensed to issue qualified health plans in more than one state?

Note. See the instructions for additional information the organizatron must report on Schedule 0. b Enter the amount of reserves the organizatron is required to maintain by the states in whrch

the organizatron 1s licensed to rssue qualifred health plans . . . . . 13b c Enter the amount of reserves on hand 13c

14a Did the organization receive any payments for rndoor tanning servrces durrng the tax year? b If "Yes," has it fried a Form 720 to re ort these a ments? If "No," rov,de an ex lanation m Schedule O

13a

14a ./ 14b

Form 990 (2012)

Form 990 (2012) Page 6 1@19.i Governance, Management, and Disclosure For each "Yes" response to lines 2 through lb below, and for a "No"

response to line Ba, Bb, or 1 Ob below, descnbe the c/fcumstances, processes, or changes m Schedule 0. See instructions. Check 1f Schedule O contains a response to any question in this Part VI . . . . . 0

Section A. Governing Body and Management

4 1 a Enter the number of voting members of the governing body at the end of the tax year . 1--1_a ____ -'-l

If there are material differences m voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain m Schedule 0.

2 b Enter the number of voting members included in line 1 a, above, who are independent .__1_b ____ _ 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with

any other officer, director, trustee, or key employee?

3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person?

4 Did the organization make any significant changes to its governing documents since the prior Form 990 was flied? 5 Did the organization become aware during the year of a significant d1vers1on of the organization's assets? . 6 Did the organization have members or stockholders? 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint

one or more members of the governing body?

b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

a The governing body? b Each committee with authority to act on behalf of the governing body?

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses m Schedule O .

Yes No

'' ,>

' <-

,..,, ' ;,,

2 ./

3 ./ 4 ./ 5 ./ 6 ./

7a ./

7b ./

~ '' -~ ~ Sa ./ Sb ./

9 ./ Section B. Policies (This Section B requests information about poltctes not required by the Internal Revenue Code.)

10a Did the organization have local chapters, branches, or affiliates? b If "Yes," did the organization have written pol1c1es and procedures governing the activ1t1es of such chapters,

affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?

b Describe in Schedule O the process, 1f any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If "No," go to /me 13

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give nse to conflicts?

c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done .

13 Did the organization have a written whistleblower policy? 14 Did the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by

independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization

It "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate 1n a Joint venture or s1m1lar arrangement

with a taxable entity during the year? .

b If "Yes," did the organization follow a written policy or procedure requinng the organization to evaluate its part1cipat1on in JOlnt venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?

Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed ~ None

Yes No

10a ./

10b 11a ./

12a ./ 12b

12c

16b

18 Section 6104 requires an organization to make its Forms 1023 (or 1024 1f applicable), 990, and 990-T (Section 501 (c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

D Own website D Another's website 0 Upon request D Other (exp/am in Schedule 0) 19 Describe in Schedule O whether (and 1f so, how), the organization made its governing documents, conflict of interest policy,

and financial statements available to the public during the tax year.

20 State the name, physical address, and telephone number of the person who possesses the books and records of the

organization:~ Andrew Langer 1250 Connecticut Ave NW Ste 200 Washington DC 20036 Form 990 (2012)

Form 990 (2012) Page 7 1:tfft,IN Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and

Independent Contractors Check if Schedule O contains a response to any question in this Part VII . D

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year.

• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) 1f no compensation was paid.

• List all of the organization's current key employees, if any. See instructions for definition of "key employee." • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee)

who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.

• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations.

• List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: ind1v1dual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.

D Check this box 1f neither the organization nor any related organization compensated any current officer, director, or trustee. (Cl

(A) (B) Pos1t1on (D) (E) (F) (do not check more than one

Name and Title Average box, unless person 1s both an Reportable Reportable Estimated hours per officer and a director/trustee) compensation compensation from amount of

week (list an, o- from related other hours for ~ :J :, 0 fu' <DI .,,

the orgarnzat1ons compensation a. 9- ~ ::l: 3- 0 0 '< "O <g. 3 related :, :5 ~ ~

(1) ~; organization CN-2/1099-MISC) from the (1) a. 3 ~ organizations "c 6 r,N-2/1099-MISC) organization

below dotted o~ :J % mg

and related ~- !!:. 2 "' 3 line) (1) "O organizations "' 2 (1) co

'" !!?. :J co "' co ~ co co

a.

_ (1) Andrew Lang_er ______________________________________ _ 40 -------------President and Director ./ ./ ./ 105,000 0 0 _ (2) Jeri}' Ro.9ers_v1ce-Pres1dent Operations ______ _ 20 -------------

./ ./ 15,000 0 0 _ (3) Christopher Langer._Treasurer ___________________ _ 1 -------------

./ ./ 0 0 0 1 -------------_ (4) Heather Huppman._ Secretal}' ---------------------

./ ./ 0 0 0

- (5) _______ -------------- -----···- ----···- ---···-- --- ------ ----

. (6) ___ ·------·· -----··--- ------ -------. ------- ------ ------ ----

- (7) _ -------·- ----------·-·--- ------ -------- --- ------ --------- -

- (8) ___________ ---------------------------------- -·-· ----------

- (9) ____ --------------··-------·--------- -------- -------·------

(1 O) ____ ------··---------------------------------_ ------·-____ _

(11) _____________ ------------------------ -------- ------ --- -----

( 12) __ --- ·-. ·- ·- ----_ --_ ----·- __ ----____ --.. ____ . ___ . ___ . __ --__

(13) ____________ ----····-·---····---····----····· _ ---------- ---

(14) _____ --------- ---------- ------- __ ----- _ ----- _ --- -------- ---

Form 990 (2012)

Form 990 (2012) Page8

•~•••'JI• Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C)

(A) (B) Pos1t1on (do not check more than one

Name and title Average box, unless person 1s both an hours per officer and a director/trustee)

week (hst an, o- 0 'T1 5" ;,;; ro I hours for ~:,

CD 3- § c. Q. !!'. ;,: '< "O cg.

related :::; :5 ~ n !!l 11)

~~ CD C. 3 !!l orgarnzat1ons nc 5 -0> "O mg below dotted 0- :, 0 ~- ~ 3 2 '<

lme) CD "O "' 2 (D

CD (D

!!'. :, (D "' (D "' (D CD

c.

( 15) __ --_________ --_____ ------______ --________________________ _

(16) --- -------------------- ------------- --- ----- --- -------- __ _

(17) _______ --------__ -----------_ -----------___ -----------_ ---_

( 18) __ --_______ ----_____ ----__ --_______ --_____________________ _

(19) ________ -------------------------------- ----------------- --

(20) _____ --- ---____ --_ --________ --_______ --___________________ _

(21 ) _________________________________ --_______________________ _

(22) _ ----------------------------------------------------------

(23) _____ --_ -----_______ ----______ ----________ --______________ _

(24) ____________________ ---___ --______________________________ _

(25) __________________________________________________________ _

1 b Sub-total . c Total from continuation sheets to Part VII, Section A d Total (add lines 1 b and 1 c) .

(D) (E) (F)

Reportable Reportable Estimated compensation compensation from amount of

from related other the orgarnzat1ons compensation

orgarnzat1on IY'/-2/1099-MISC) from the IY'/-2/1099-MISC) orgarnzat1on

and related organizations

120,000

120,000

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization ~ 1

Yes No 3 Did the organization hst any former officer, director, or trustee, key employee, or highest compensated , ~4 ,: ' - -::...9 \.:.J _...,_

employee on line 1 a? If "Yes," complete Schedule J for such individual 3 ,/

4 For any ind1v1dual listed on hne 1 a, 1s the sum of reportable compensation and other compensation from the ''.J! \f-:j tJ organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such '',1

-~"- ~ ,

indtvtdual 4 ,/

5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual ~- "\,'~ ':$ 12..J ·w _____.u

for services rendered to the organization? If "Yes," complete Schedule J for such person 5 ,/

Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of

compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.

(A) (B) (C) Name and business address Description of services Compensation

None

2 Total number of independent contractors (1nclud1ng but not limited to those listed above) who ·'11' ~· j received more than $100,000 of compensation from the organization~ ~,di1:.

;,-;

0 ).,,.,' . ,!;Jr,,;(~ Form 990 (2012)

Form 990 (2012) Page9

Utf#19Jii Statement of Revenue D

·;

Ill Ill .... c: c: ra ::i ... 0

~E Ill< = ... ·- ra CJ = vi E c: ·-o en ·- ... .. Cl) ::I ..c:

..0 .. :s O c: ,::, O c: o ra

a, ::::, c a, > a, a: a, u -~ a, en E E! c,

e Cl.

QI :::, c: QI

a; a: ... QI .c: 0

1a

b c

d e f

g h

Check if Schedule O contains a response to any question m this Part VIII.

Federated campaigns Membership dues

1a

1b 0

0

Fundraising events _1_c--+--------=-io Related organizations t--1_d ______ oc.,

Government grants (contnbut1ons) 1--1_e ______ o:...i All other contnbut1ons, gifts, grants, and s1m1lar amounts not included above 1f 440,017 .___..__ __ ___;....c..:;.:...::....c-=--1

(A) Total revenue

Noncash contributions included in lines 1 a-lf $ Total. Add lines 1a-1f .

_____________________ , _______ , . .. 440,017

(B) Related or

exempt function revenue

(C) Unrelated business revenue

(DI Revenue

excluded from tax under sections

512,513,or514

t--B_u_s_in_e_ss_c_od_e_1 ______ ~-~---.----i-----~·~··~· 1 __ ~;;~'.-· ____ ~1 2a

b c

d

e ------------------------------------------------- t--------+---------l'--------+---------1'---------

f g

3

4 5

6a

b c

All other program service revenue .

Total. Add Imes 2a-2f . . .. Investment income (including dividends, interest, and other similar amounts) . ..

Income from investment of tax-exempt bond proceeds ..

Royalties . . .. (1) Real (11) Personal

Gross rents

Less· rental expenses

Rental income or (loss) '-------~-------!

0

d Net rental income or (;-lo_s_s.,_) ____ ~----- .. ---1------"--1-------+-------+--------7a Gross amount from sales of (1) Secunt1es (11) Other

assets other than inventory 1--------+---------1

b

c

d

Less· cost or other basis and sales expenses

Gain or (loss) .

Net gain or (loss)

Ba Gross income from fundraismg events (not 1nclud1ng $

of contributions reported on line 1 c) See Part IV, line 18

...

a 1--------l

Less: direct expenses b tf--E 1_J---"

'--------I g b ,,,

?i'Jl1~~··-··~· --·-1-~'-"'"""'-~-'-"---'"-'-''~' c Net income or {loss) from fundra1smg events . .. o l>.

r-------+----,--..,::.J'------"ii=!---...0...-,+-------1--------, 9a Gross income from gaming activ1t1es. h~

See Part IV, line 19 ' (~ . . f . i

, 0'1 ti'. , ~l~I-·-·'_' ~'-----'~-'·__.2 a -------1

Less: direct expenses b '---------1 Net income or (loss) from gaming activities . ..

b c

10a .-------;---~;;.:--;:;;;;-t-;:,:,,:---;-c-,---:7--j-;-,-.,,.--,:--7--:--,:-;;:i--;--:--c-.-:---~,:;::;--a

Gross sales of inventory, less ,-;.;, :;' · .• ., .. ," : ~!}

returns and allowances a {,

b Less: cost of goods sold b '--------1'----"'---'-i.;__,_ -.t6;, c Net income or (loss) from sales of inventory . . ..

11a

b c

Miscellaneous Revenue

d All other revenue

e Total. Add lines 11 a-11 d . 12 Total revenue. See instructions.

----- -

Business Code 0

0

440,017

< X',

Form 990 (2012)

Form 990 (2012) Page 10 •Rfflif!I Statement of Functional Expenses Section '501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) .

Check 1f Schedule O contains a response to any question in this Part IX . . 0 Do not include amounts reported on lines 6b, 7b, (A) (B) (C) (D)

Bb, 9b, and 10b of Part VIII. Total expenses Program service Management and Fundraising expenses general expenses expenses

1 Grants and other assistance to governments and , . ~,

"j organizations 1n the United States. See Part IV, line 21 " 35,000 35,000 ' 2 Grants and other assistance to individuals in "

· ... 1 - .'. the United States See Part IV, line 22

' ' ',_ ,~· -- ' " ' ~ , 0 .. .,.

" -,_,{tis<~'~~~~-~ ... '

3 Grants and other assistance to governments, ..

+ ,.-} ;~ -_ • . -~J organizations, and 1nd1v1duals outside the United States See Part IV, lines 15 and 16 . 0 _f''.:,,' ·~

4 Benefits paid to or for members 0 5 Compensation of current officers, directors,

trustees, and key employees 105,000 105.000

6 Compensation not included above, to d1squal1f1ed persons (as defined under section 4958(ry(1 )) and persons described in section 4958(c)(3)(8) 0

7 Other salaries and wages 0 8 Pension plan accruals and contributions (include

section 401(k) and 403(b) employer contributions) 0 9 Other employee benefits . 0

10 Payroll taxes . 8,075 8,075

11 Fees for services (non-employees): a Management 0 b Legal 8,150 8,150

c Accounting 8,255 8.255 d Lobbying 0

Professional fundra1s1ng services See Part IV, line 17 ,,

'}fr; ..

e 0 K

f Investment management fees 0

g Other (If line 11 g amount exceeds 10% of line 25, column (A) amount, list line 11 g expenses on Schedule O ) 164,950 164,950

12 Advertising and promotion 24,667 24,667

13 Office expenses 17,225

14 Information technology 0 15 Royalties 0 16 Occupancy 2,322 2,322 17 Travel 48,925 48,925 18 Payments of travel or entertainment expenses

for any federal, state, or local public officials 0 19 Conferences, conventions, and meetings 16,073 16,073 20 Interest 0 21 Payments to affthates . 0 22 Depreciation, depletion, and amortization 0 23 Insurance . 0

24 Other expenses. Itemize expenses not covered ':' :i~ <':::~~-lll;\\ ~1~·; l~i;{)\:, )jz/: \; -'·:v:,i~flilJ. f' 1r: .:'?::·7,m( -J? t-'\-}t'" . .,. ,m!l• ',;;fl \, ' . - ,; : ''9!":" :·. "

above (List miscellaneous expenses in line 24e If ~- . •.. ,tr ' ' } :i4.:1< i''~< ::i,~ ... ,..,

line 24e amount exceeds 10% of line 25, column ~- ,, "' ,4 , . -~~~- J; . >:-',,l~::s'~?} . (A) amount, list line 24e expenses on Schedule O ) ~), ,, . •. j v, ' ~' . . '

a ------------------------------------------------------------b ------------------------------------------------------------c ------------------------------------------------------------d ------------------------------------------------------------e All other expenses

25 Total functional expenses. Add lines 1 through 24e 438,641 289,615 149,026

26 Joint costs. Complete this line only If the organization reported 1n column (8) Joint costs from a combined educational campaign and fundrais1n~ solicitation. Check here ~ following OP 98-2 (ASC 958-720)

D If

Form 990 (2012)

Form 990 (2012) Page 11 l@l,'I Balance Sheet

Check if Schedule O contains a response to any question in this Part X .o (A) (B)

Beginning of year End of year

1 Cash-non-interest-bearing 3,520 1 4,896

2 Savings and temporary cash investments 2 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 4 5 Loans and other receivables from current and former officers, directors,

,·' '

',

-1 trustees, key employees, and highest compensated employees. , h,; /~ _.,_ ., ~: .. ,, ,, ' '~ ' ; ·,•

~-~

Complete Part II of Schedule L 5

Loans and other receivables from other d1squalif1ed persons (as defined under section ·. , ·:~t,~· : . .'it(,·',·,,:::;:, . 6 ',

~,~& '-'.-.,, h '·, ,-,) 4958(ij(1)), persons described in section 4958(c)(3)(B), and contributing employers and ,· ,'";" '

organizations of section 501(c)(9) voluntary employees' beneficiary ' -sponsonng '. -- ~· VI organizations (see instructions). Complete Part II of Schedule L . 6 -QI

7 Notes and loans receivable, net 7 VI VI <( 8 Inventories for sale or use 8

9 Prepaid expenses and deferred charges 9 10a Land, buildings, and equipment: cost or ':1 !; , '"· ' JiJ ·z i~ : -.~ii' '· ' : ,· ; ,

other basis. Complete Part VI of Schedule D . ' "' .. -~ 10a -~----' --~-~~· ;, ,~/~~~~'] ~·, :<:.,. • .:

-'·""""' < I 'J ~(:"'"

b Less: accumulated deprec1at1on 10b 10c 11 Investments-publicly traded securities 11 12 Investments-other securities. See Part IV, line 11 12 13 Investments-program-related. See Part IV, line 11 13 14 Intangible assets 14 15 Other assets. See Part IV, line 11 15 16 Total assets. Add lines 1 throuqh 15 (must equal line 34) . 3,520 16 4,896

17 Accounts payable and accrued expenses 17 0 18 Grants payable . 18 19 Deferred revenue 19 20 Tax-exempt bond liab1l1t1es 20 21 Escrow or custodial account liability. Complete Part IV of Schedule D . 21

VI 22 Loans and other payables to current and former officers, directors, ~~h. •, ,,.-'!:.-.}:% -~i::~1:~' ~··-<jji-·' -~ QI : i-~- ~3*''' ' ,

~ trustees, key employees, highest compensated employees, and h ,,, ,,f·l·'.~ ~V~. , . t'> , ,v ~ ~.,

:Ei "- ~-

Ill disqualified persons. Complete Part II of Schedule L 22

:J 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24

25 Other liab1lit1es (including federal income tax, payables to related third parties, and other liab1lit1es not included on lines 17-24). Complete Part X of Schedule D 25

26 Total liabilities. Add lines 17 through 25 0 26 0 Organizations that follow SFAS 117 (ASC 958), check here .... 0 and . \,~ ~- ·,;J:ri' ,- . , . . ' :\ ,r 'fill' 1¥'' !!F"' 1 . ,., ~ 4,,<. J:tf(_ .. ; < 1 -\~ {,. < , ~

VI complete lines 27 through 29, and lines 33 and 34.

. ., t: -.-:,.i·-~ ::i&P--QI -:.·~4.--~:~-~~;:b ,"'• ,'/

u ~...:. -L~-::.....Ji\Jf}~ ~', ·-::."'· c 27 Unrestricted net assets 3 520 27 4,896 Ill ca 28 Temporarily restricted net assets 28 l:D

"C 29 Permanently restricted net assets . 29 c 0 :,t} '. ':lt ~tt,v:•: ,: :.il ~·'?---->~·,:· Jtr: :::, Organizations that do not follow SFAS 117 (ASC 958), check here .... and u. ~~'/ '.,_\k ,t•f. • ' ' ., .. complete lines 30 through 34 . - 1:-'<:':illi } ,j,/( .. , '

,. ' ' A'\ l~~t;~· ~. <A~

0 . ' VI 30 Capital stock or trust principal, or current funds 30 -QI

31 Paid-in or capital surplus, or land, building, or equipment fund 31 VI VI <( 32 Retained earnings, endowment, accumulated income, or other funds 32 -QI 33 Total net assets or fund balances . 33 z

34 Total liabilities and net assets/fund balances 34 Form 990 (2012)

Form 990 (2012) Page 12

l=Ztt4f.31 Reconciliation of Net Assets Ch k 'f S h I O h' P rt XI 0 ec I c edu e contains a response to any question m t 1s a

1 Total revenue (must equal Part VIII, column (A), line 12) . 1 440.017

2 Total expenses (must equal Part IX, column (A), line 25) 2 438,641

3 Revenue less expenses. Subtract line 2 from line 1 3 1,376

4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . 4 3,520

5 Net unrealized gains (losses) on investments 5 0

6 Donated services and use of facilities 6 0

7 Investment expenses 7 0

8 Prior period adjustments . 8 0

9 Other changes in net assets or fund balances (explain in Schedule 0) 9 0 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line

33, column (B)) 10 4,896

·:F.Tii·:~11• Financial Statements and Reporting Check if Schedule O contains a response to any question in this Part XII . . 0

1 Accounting method used to prepare the Form 990: 0 Cash D Accrual O Other --------If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule 0.

2a Were the organization's financial statements compiled or reviewed by an independent accountant? . . . If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

O Separate basis O Consolidated basis O Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant? . . . .

If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both·

O Separate basis O Consolidated basis O Both consolidated and separate basis c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight

of the audit, review, or compilation of its financial statements and selection of an independent accountant?

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule 0.

3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in

Yes No ' J' ' '

i

~---·

2b ./

2c

the Single Audit Act and OMB Circular A-133? 3a 1----,1------1--

b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits 3b

Form 990 (2012)

SCHEDULE I (Form 990)

Department of the Treasury Internal Revenue Service

ame of the organization

The Institute for Libert

Grants and Other Assistance to Organizations, Governments, and Individuals in the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22.

~ Attach to Form 990.

General Information on Grants and Assistance

OMS No 1545-0047

~@12 Open to Public

Inspection ~

Employer 1dent1f1cation number

20-2641983

1 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' ehg1b1l1ty for the grants or assistance, and the selection cntena used to award the grants or assistance? [ZJ Yes D No

2 Describe 1n Part IV the organization's procedures for monitoring the use of grant funds in the United States.

1:fljljl Grants and Other Assistance to Governments and Organizations in the United States. Complete if the orgarnzatron answered "Yes" to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name and address of organization I (b) EIN or government

(c) IRC section I (d) Amount of cash I (e) Amount of non- 1(1) Method of valuation (g) Description of (h) Purpose of grant 1f applicable grant cash assistance (book, FMV, appraisal, non-cash assistance or assistance

other)

_ (1)_John Locke Foundation __________ _

200 West Morqan St,Ralet_gh,NC27601 56-1656943 501C-3 I 7,500 0 Public Education

_ (2)_ Frontiers of Freedom ______________ _

4094 MaJE?st1c Lane, Suite 380 54-2050093 501C-4 I 17,500 0. Public Education

_ (3)_ Fa1rfax. V1rgm1a_22033 ____________ _

- (4) __ --··· ------------ -------- ---------- ------

(5) - -------------------------------

(6) - ---------------------------------

. (7) _____ ----- -------------- -------------------

. (8) _ -------------------------- ----------------

- (9) ___ ------------------------- ------- --------

(10) - - - - --------------------------------------------

(11) - -- -- -------------------------------------

(12) _____ --------------------------------------

.... 1 -----------------------------2 Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table 3 Enter total number of other organizations listed in the hne 1 table ....

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) (2012)

Schedule I (Form 990) (2012) Page 2 •@illi Grants and Other Assistance to Individuals in the United States. Complete rt the organization answered "Yes" to Form 990, Part IV, line 22.

Part Ill can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance

rec1p1ents cash grant non-cash assistance FMV, appraisal, other)

1

2

3

4

5

6

7 ·~·~'• - . . . . .. ~ .. " '' " . '. - . . - - • Ill ,. ' .. ' .. ,nformatron.

,::ti_~_lnst1!!J.te_For_ L1berty maintains records in its corporate and accountin_g_records regarding_ the amounts _of grants_ made to_ or.9anizat1ons. the status of those or9.anizat1ons, ___________________ _

and the apJxoval of grants by the board of directors_ The_lnst1tute For Libert:_y does not monitor the_use of grant funds_once_g_rants_arc made--------------------------------------------------------------

Schedule I (Form 990) (2012)

, SCHEDULE O (Form '990 or 990-EZ)

Department of the Treasury Internal Revenue Service

Name of the organization

The Institute for Libert

Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on

Form 990 or 990-EZ or to provide any additional information.

1)1,, Attach to Form 990 or 990-EZ.

OMB No 1545-0047

~©12 Open to Public Inspection

Employer identification number

20-2641983

Part VI #11 - A draft of_the return_ has been circulated to_ members of_the _governing_ board-------------------------------------------------------------------

Part VI #19 - Upon written req_uest the Or_garnzat1on's _governing_ documents._confl1ct of interestJ>ol1cy and financial statements will ______________ _

be ma de av a I I ab I e _____________________________________________________________________________________________________________________________________ ••• ____________________ _

Part IX - Line 11 g - Education_and advocacy services _provided _by field _consultants---------------------------------------------------------------------------

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat No 51056K Schedule O (Form 990 or 990-EZ} {2012)