2024-02-27T14:42:02-06:00 2023-06-30 710355269 LANDMARK PLC CPAS 200 W CAPITOL AVE SUITE 1700 LITTLE ROCK AR 72201 990 2022-07-01 861158500 ADF FOUNDATION ADFF 4804440020 15100 N 90TH STREET SCOTTSDALE AZ 85260 WAYNE N SWINDLER EXECUTIVE DIRECTOR 4804440020 2024-02-27 1 WAYNE SWINDLER 999009999 0 RANDY L MILLIGAN CPA P00943582 5013752025 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z WAYNE N SWINDLER 15100 N 90TH STREET SCOTTSDALE AZ 85260 4472458 0 X WWW.ADFPLANNEDGIVING.ORG X 2005 AZ FOUNDATION ENDOWMENT MANAGEMENT FOR THE FINANCIAL SUPPORT OF ALLIANCE DEFENDING FREEDOM. 6 6 0 17 0 0 1206766 1090783 0 0 472081 -372677 0 0 1678847 718106 522893 536914 0 0 0 0 0 0 12908 90538 179401 613431 716315 1065416 1791 21329748 25926405 18043814 21866620 3285934 4059785 FOUNDATION ENDOWMENT MANAGEMENT FOR THE FINANCIAL SUPPORT OF ALLIANCE DEFENDING FREEDOM. 0 0 674059 536914 ENDOWMENT MANAGEMENT AND GRANT MAKING FOR THE FINANCIAL SUPPORT OF ALLIANCE DEFENDING FREEDOM. 674059 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 X 6 6 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AR CA FL GA HI IL KS MD MI MN MS NH NJ NY PA RI SC TN UT VA WI WV X CHERYL PRINCE 4804440020 15100 N 90TH STREET SCOTTSDALE AZ 85260 MICHAEL FARRIS FORMER DIRECTOR (THRU 9/22) 1.00 60.00 X 0 848848 31933 WAYNE N SWINDLER EXECUTIVE DIRECTOR 50.00 0.00 X 0 300630 32973 KRISTEN WAGGONER PRESIDENT/DIRECTOR (THRU 6/23) 1.00 60.00 X 0 470522 39232 TERRY MOORE VICE CHAIRMAN (THRU 12/22) 25.00 0.00 X X 0 18061 722 TERRY SCHLOSSBERG CHAIRMAN (1/23 - 6/23) 1.00 8.00 X X 0 0 0 AL RITZ TREASURER/DIRECTOR (THRU 12/22) 1.00 0.00 X X 0 0 0 TERRY THOMPSON SECRETARY/DIRECTOR (THRU 12/22) 1.00 0.00 X X 0 0 0 MARK MADDOUX SECRETARY/TREASURER/DIRECTOR (1/23-6/23) 1.00 5.00 X X 0 0 0 ALAN SEARS DIRECTOR (THRU 9/22) 1.00 0.00 X 0 0 0 MICHAEL WHITEHEAD DIRECTOR (1/23 - 6/23) 1.00 2.00 X X 0 0 0 REESE BOYD DIRECTOR (THRU 12/22) 1.00 0.00 X 0 0 0 JENNIFER CASSIDY DIRECTOR (THRU 12/22) 1.00 0.00 X 0 0 0 SHARON ROSE DIRECTOR (THRU 12/22) 1.00 0.00 X 0 0 0 JOHN ROGERS DIRECTOR (1/23 - 6/23) 1.00 2.00 X X 0 0 0 SCOTT SCHARPEN DIRECTOR (1/23 - 6/23) 1.00 2.00 X 0 0 0 SETH MORGAN DIRECTOR (1/23 - 5/23) 1.00 2.00 X 0 0 0 LISA FULLERTON DIRECTOR (6/23) 1.00 2.00 X 0 0 0 GARY SMITH DIRECTOR (THRU 5/23) 1.00 2.00 X 0 0 0 0 1638061 104860 0 0 1 0 0 1090783 502796 1090783 85802 85802 3290125 5748 3754352 0 -464227 5748 -458479 -458479 718106 0 0 -372677 536914 536914 30927 26288 2165 2474 2662 2263 186 213 18054 18054 62885 53452 4402 5031 49303 41908 3451 3944 12370 10514 866 990 2874 2443 201 230 300 255 21 24 SUBSCRIPTIONS 26 22 2 2 716315 674059 29348 12908 286537 271699 430000 0 0 430000 21043211 25199206 0 25500 21329748 25926405 11416 307272 18032398 21559348 18043814 21866620 X 1679002 2341083 1606932 1718702 3285934 4059785 21329748 25926405 1791 772060 0 X 0 1 X 1 0 X 467089 1471873 647468 1206766 1090783 4883979 467089 1471873 647468 1206766 1090783 4883979 247770 4636209 30294 38070 65332 65020 85802 284518 5168497 0.89700 0.91210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20295829 1795070 2166287 499495 23757691 17920012 5976372 -3094778 505777 20295829 13350786 1380431 3691886 503091 17920012 11404363 2415503 -367334 101746 13350786 8669750 2333923 480690 80000 11404363 0.92770 0.07230 0 0 215000 215000 215000 215000 430000 DUE TO RELATED ORGANIZATION 353044 INVESTMENTS HELD FOR RELATED ORGANIZATION 21206304 21559348 1472112 772060 772060 700052 18054 18054 718106 698261 0 698261 18054 18054 716315 PART V, LINE 4: ADF FOUNDATION MAINTAINS THE ENDOWMENT TO FINANCIALLY SUPPORT ALLIANCE DEFENDING FREEDOM, A RELATED ORGANIZATION, IN ACHIEVING ITS OBJECTIVES. SCHEDULE D, PART X: INVESTMENTS HELD FOR RELATED ORGANIZATIONS OF $21,206,304 REPRESENTS INVESTMENT ASSETS OF ALLIANCE DEFENDING FREEDOM THAT ARE HELD AND MANAGED BY THE FOUNDATION. 1 ALLIANCE DEFENDING FREEDOM 15100 NORTH 90TH ST SCOTTSDALE AZ 85260 541660459 501(C)(3) 536914 0 PROGRAMMATIC AND OPERATING SUPPORT 1 0 PART I, LINE 2: THE ADF FOUNDATION RECEIVES ASSURANCE BY ALLIANCE DEFENDING FREEDOM, A RELATED ORGANIZATION, THAT THE GRANTS ARE USED IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THE GRANTS. 0 0 0 0 0 0 0 1 0 MICHAEL FARRIS FORMER DIRECTOR (THRU 9/22) 0 549797 0 110000 0 189051 0 12200 0 19733 0 880781 0 0 WAYNE N SWINDLER EXECUTIVE DIRECTOR 0 282499 0 15000 0 3131 0 12200 0 20773 0 333603 0 0 KRISTEN WAGGONER PRESIDENT/DIRECTOR (THRU 6/23) 0 434569 0 35000 0 953 0 12200 0 27032 0 509754 0 0 PART I, LINE 3 THE FOUNDATION DOES NOT COMPENSATE ITS OFFICERS AND BOARD MEMBERS FOR SERVICE IN THOSE POSITIONS. COMPENSATION IS PAID TO A FOUNDATION OFFICER, THE PRESIDENT, BY A RELATED 501(C)(3) ORGANIZATION. FOR COMPENSATION PURPOSES, THE FOUNDATION BOARD RELIES ON THE RELATED ORGANIZATION FOR COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION TO HELP DETERMINE COMPENSATION. THROUGH THE APPROPRIATE PROCESS, WHICH INCLUDES REVIEW OF MARKET COMPARABILITY DATA, APPROVAL BY THE FOUNDATION BOARD PERFORMANCE EVALUATION TASK GROUP (PETG)/EXECUTIVE COMMITTEE AND FINAL APPROVAL BY THE FOUNDATION FULL BOARD, EXECUTIVE COMPENSATION IS ESTABLISHED. PART I, LINE 7 RELATED ORGANIZATION ADF PAID MICHAEL FARRIS A CHANGE OF CONTROL PAYMENT OF $175,000 IN CY22 (TITLE CHANGED FROM CEO TO COUNSELOR TO THE CEO & PRESIDENT). X 1 25500 PROFESSIONAL APPRAISAL X 31 169796 PROCEEDS RECEIVED X 1 215000 PROFESSIONAL APPRAISAL X 1 92500 PROFESSIONAL APPRAISAL 3 0 1 1 PART I, LINE 32B: IDONATE OCCASIONALLY ACCEPTS GIFTS OF TANGIBLE ITEMS ON ADF FOUNDATION'S BEHALF. THEY DISPOSE OF THE ITEMS AND PASS THE PROCEEDS ON TO ADF FOUNDATION. NATIONAL CHRISTIAN FOUNDATION MANAGES CHARITABLE GIFT ANNUITIES ESTABLISHED TO BENEFIT ADF FOUNDATION. SCHEDULE M, PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO THE BYLAWS REGARDING THE COMPOSITION OF THE BOARD OF DIRECTORS INCLUDING UPDATES TO THE NUMBER AND METHOD OF APPOINTMENT; RECOMMENDATIONS; QUALIFICATIONS; TERM AND CLASSES OF DIRECTORS; AND REMOVAL OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOUNDATION'S ARTICLES AND BYLAWS PROHIBIT TAKING CERTAIN ACTIONS WITHOUT THE APPROVAL OF THE ALLIANCE DEFENDING FREEDOM BOARD OF DIRECTORS, INCLUDING MERGING WITH ANOTHER CORPORATION OR ENTITY, AMENDING THE ARTICLES OF INCORPORATION OR BYLAWS, DISSOLVING THE CORPORATION, GUARANTEEING THE OBLIGATIONS OF ANOTHER ENTITY OR INDIVIDUAL, OR SELLING, GRANTING OR TRANSFERRING SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. UPON COMPLETION, THE FINANCE TEAM OF THE ALLIANCE DEFENDING FREEDOM (ADF), A RELATED ORGANIZATION, REVIEWS THE ADF FOUNDATION FORM 990 THROUGH THE FOLLOWING PROCESS: 1) ADF VP OF FINANCE AND ACCOUNTING TEAM MEMBERS COMPARE THE FORM 990 TO THE ANNUAL CORPORATE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND INTERNAL FINANCIAL REPORTS. THE FORM 990 IS THEN REVIEWED BY THE ADF FOUNDATION EXECUTIVE DIRECTOR FOR CONTENT AND CLARITY. 2) THE ADF VP OF FINANCE ASSIGNS THE ADF ACCOUNTING TEAM MEMBERS TO REVIEW CALCULATIONS, SPELLING, AND CONTENT. 3) FOLLOWING THE REVIEW, THE FORM 990 IS DISTRIBUTED TO: A. ADF VP OF FINANCE B. ADF FOUNDATION PRESIDENT C. ADF FOUNDATION DIRECTOR OF OPERATIONS 4) THE RETURN IS SHARED WITH THE BOARD OF DIRECTORS. 5) CHANGES AND CORRECTIONS THROUGHOUT THE PROCESS ARE ADDRESSED AT EACH STEP. 6) THE ADF FOUNDATION EXECUTIVE DIRECTOR SIGNS THE FOUNDATION FORM 990 AND CAUSES IT TO BE FILED WITH THE IRS. 7) UPON FILING WITH THE IRS, THE ADF FOUNDATION FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ANNUALLY, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING RECEIPT, UNDERSTANDING, COMPLIANCE AND REPORTING UNDER THE POLICY. THE FOUNDATION ALSO CONDUCTS PERIODIC REVIEWS TO ENSURE OPERATIONS ARE CONSISTENT WITH ITS CHARITABLE PURPOSES. DIRECTORS SHALL REPORT POSSIBLE CONFLICTS OF INTEREST TO THE CHAIRMAN OF THE BOARD OF DIRECTORS PRIOR TO ANY ACTION ON THE TRANSACTION BY THE FOUNDATION. UPON REPORT OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL CONDUCT AN INVESTIGATION AND DETERMINE WHETHER A CONFLICT OF INTEREST DOES EXIST AND WHETHER IT IS SUBSTANTIAL. IF THE BOARD DETERMINES THAT A SUBSTANTIAL CONFLICT OF INTEREST EXISTS, THE INTERESTED INDIVIDUAL SHALL NOT VOTE ON THE TRANSACTION PRESENTING THE CONFLICT. THE INTERESTED INDIVIDUAL MAY VOTE ONLY IF THE BOARD DETERMINES THAT NO CONFLICT EXISTS OR THE CONFLICT IS NOT SUBSTANTIAL. NO INVESTIGATION OR DETERMINATION BY THE BOARD SHALL BE REQUIRED IF THE INTERESTED INDIVIDUAL VOLUNTARILY AGREES TO REFRAIN FROM VOTING ON THE TRANSACTION PRESENTING THE POTENTIAL CONFLICT OF INTEREST. THE INTERESTED INDIVIDUAL MAY BE COUNTED IN DETERMINING THE PRESENCE OF QUORUM. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES REALTED TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. FORM 990, PART VI, SECTION B, LINE 15 ADF FOUNDATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THEREFORE, THESE LINES WERE ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 ADF FOUNDATION MAKES ITS ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALLIANCE DEFENDING FREEDOM 15100 NORTH 90TH ST SCOTTSDALE AZ 85260 541660459 LEGAL ADVOCACY VA 501(C)(3) LINE 7 0 15100 SOLAR LLC 15100 NORTH 90TH ST SCOTTSDALE AZ 95260 300710109 OWN AND OPERATE SOLAR ENERGY PROJECT AZ C 0 ALLIANCE DEFENDING FREEDOM BELGIUM ASBL RUE GUIMARK 15 1040 ETTERBEEK BRUSSELS BE HUMAN RIGHTS LEGAL WORK BE C 0 ADF INTERNATIONAL (UK) 16 OLD QUEEN ST LONDON UK HUMAN RIGHTS LEGAL WORK UK C 0 ADF INTERNATION (FRANCE) 4 PL DU MARCHE AUX POISSONS STRASBOURG FR HUMAN RIGHTS LEGAL WORK FR C 0 ALLIANCE DEFENDING FREEDOM SWITZERLAND RUE DU PRE-DE-LA-BICHETTE 1 1202 GENEVA SZ HUMAN RIGHTS LEGAL WORK SZ C 0 ALLIANCE DEFENDING FREEDOM INTERNATIONAL DEUSTCHLAND EV FZF RECHTSANWALTE LUDOLFUSSTR 2-4 FRANKFURT GM 60487 HUMAN RIGHTS LEGAL WORK DE C 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 ALLIANCE DEFENDING FREEDOM B 536914 ACTUAL AMOUNT TRANSFERRED