2024-09-16T18:57:42+00:00 2024-04-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990PF 2023-05-01 351320021 Liberty Fund Inc LIBE 3178420880 11301 N Meridian St Carmel IN 46032 SANDRA J SCHALLER VP & CONTROLLER 3178420880 2024-09-16 true true Nicole Fishback P01279475 3173834000 2024-09-15 2023 2024-08-08 14:25:15Z X 428875191 X 2250 X 11835 11835 11835 9697256 9697256 9697256 800 800 800 12348076 30020749 12348076 18770 0 0 0 362430 0 362430 22422647 22057167 10091091 2262382 43918 43918 2218464 3492614 3492614 1425364 1782 1782 1423582 19561 1956 1956 17605 51514 3606 5151 46363 5315250 292323 292323 5022926 534384 8016 8016 526368 0 0 0 0 951312 14270 14270 749038 6075 6075 742963 3732401 5679 5679 3726722 580426 348712 231714 581901 11511 11511 570390 19696147 389136 739393 18019711 41500 41500 19737647 389136 739393 18061211 2685000 21668031 9351698 156292 556246 556246 115926 10729983 10729983 0 0 0 0 0 0 0 0 0 0 0 0 0 340 458 458 0 0 0 209752182 192380584 277667046 125506168 125205093 107631838 0 0 0 0 700000 10366409 12643083 26722208 7552271 20121463 19169937 19169937 237057 237057 476600 356589428 358645767 428875191 0 0 20515000 19890000 24510 20849 20539510 19910849 X 336049918 338734918 336049918 338734918 356589428 358645767 336049918 2685000 0 338734918 0 338734918 Short Term Investments P 2023-05-01 2024-04-30 18770 0 18770 0 18770 Long Term Investments P 2022-05-01 2024-04-30 30001979 17672673 12329306 0 12329306 12348076 18770 X 1989-02-16 N/A 0 0 0 0 0 0 false false false false false false false true true IN MN TN TX true true false true false true WWW.LIBERTYFUND.ORG SANDRA J SCHALLER 3178420880 11301 N Meridian St CARMEL IN 46032 false false false false true false false false false false false false false false false false true false false true false false false false TERRY W ANKER 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 52500 394 2891 Luis H Ball 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 50250 394 2387 G Marcus Cole 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 394 0 Nathan J Feltman 11301 N Meridian St Carmel IN 46032 DIRECTOR, CHAIRMAN 10.000 91500 394 0 Mary A O'Grady 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 52500 394 0 EMILIO J PACHECO 11301 N Meridian St Carmel IN 46032 DIRECTOR; SVP & PIERRE F GOODRICH RESIDENT SCHOLAR 40.000 287000 59150 0 BRIAN J PAWLOWSKI 11301 N Meridian St Carmel IN 46032 VP & COO 40.000 217160 65148 0 BEN A RAST 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 52500 394 1400 SANDRA J SCHALLER 11301 N Meridian St Carmel IN 46032 VP & CONTROLLER, SECRETARY-TREASURER 40.000 234206 61394 0 SEAN R SHELBY 11301 N Meridian St Carmel IN 46032 DIRECTOR, PRESIDENT & CEO 40.000 436465 66672 0 DANE STARBUCK 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 52500 394 3715 GEORGE K STUART 11301 N Meridian St Carmel IN 46032 VP & CTO 40.000 242852 58740 0 STEPHANIE L KAUFMAN 11301 N Meridian St Carmel IN 46032 ASST SECY, SPECIAL PROJ & OFFICE MGR 40.000 103174 14518 0 JAMES F COTE 11301 N Meridian St Carmel IN 46032 FORMER IS DIRECTOR 40.000 312730 45690 0 LAURIE L GOETZ 11301 N Meridian St Carmel IN 46032 FORMER SR EDITOR 40.000 217895 13716 0 STEVEN D EALY 11301 N Meridian St Carmel IN 46032 FORMER SR EMERITUS 40.000 198576 23816 0 DOUGLAS J DEN UYL 11301 N Meridian St Carmel IN 46032 VP EMERITUS 40.000 189000 48958 0 HANS L EICHOLZ 11301 N Meridian St Carmel IN 46032 SENIOR FELLOW 40.000 164711 30501 0 25 CHARTIS INTERACTIVE LLC 322 9TH STREET JERSEY CITY NJ 073021506 CONSULTING 1592968 SONDHI SOLUTIONS LLC 47 S PENNSYLVANIA STREET SUITE 400 INDIANAPOLIS IN 46204 CONSULTING 198571 WALTER LEE DAVIS JR 428 NORTH 13TH STREET 3F PHILADELPHIA PA 19123 CONSULTING 193888 MITCHELL E DANIELS JR 1265 LAURELWOOD CARMEL IN 46032 CONSULTING 168000 LAUREN LANDSBURG 35 COMMONWEALTH ROAD ROCHESTER NY 14618 CONSULTING 87570 3 LIBERTY FUND COLLOQUIA AND SYMPOSIUMS: COLLOQUIM AND SYMPOSIUMS WERE DEVELOPED AND CONDUCTED IN THE UNITED STATES, LATIN AMERICA, AND EUROPE. COLLOQUIUM AND SYMPOSIUMS ARE TO FOSTER THOUGHT AND ENCOURAGE DISCOURSE ON ENDURING ISSUES PERTAINING TO LIBERTY. 5878516 LIBERTY FUND WEBSITES: THE LIBRARY OF THE CLASSICS OF LIBERTY - HTTP://OLL.LIBERTYFUND.ORG - IS A WEBSITE DEDICATED TO MAKING THE CLASSIC TEXTS WHICH CONTRIBUTED TO OUR MODERN UNDERSTANDING OF THE NATURE OF LIMITED GOVERNMENT, INDIVIDUAL LIBERTY, AND THE FREE MARKET MORE ACCESSIBLE TO SCHOLARS, STUDENTS AND OTHER INTERESTED INDIVIDUALS. THE LIBRARY OF ECONOMICS AND LIBERTY WWW.ECONLIB.ORG - IS A WEBSITE DEDICATED TO ADVANCING THE STUDY OF ECONOMICS, MARKETS, AND LIBERTY. THE LIBRARY OF LAW AND LIBERTY - WWW.LAWLIBERTY.ORG - IS A WEBSITE DEDICATED TO THE CONTENT, STATUS, AND DEVELOPMENT OF LAW IN THE CONTEXT OF REPUBLICAN AND LIMITED GOVERNMENT AND THE WAYS THAT LIBERTY AND LAW MUTUALLY REINFORCE THE OTHER. WWW.ADAMSMITHWORKS.ORG IS A WEBSITE FOCUSING ON THE WORKS OF ADAM SMITH. ALL OF THESE SITES ARE PART OF THE LIBERTY FUND NETWORK, AND CAN BE ACCESSED UNDER THE ORGANIZATION'S HOMEPAGE, WWW.LIBERTYFUND.ORG. 3317392 LIBERTY FUND CO-SPONSORED PROGRAMS: LIBERTY FUND ADMINISTERED CO-SPONSORED PROGRAMS WITH OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR EDUCATIONAL AND PUBLIC PURPOSES. LIBERTY FUND AND THE CO-SPONSORS HAVE JOINT OR SHARED RESPONSIBILITIES OVER PLANNING, DEVELOPING, COORDINATING, CONDUCTING, AND EVALUATING THE CONFERENCE PROGRAMS HELD. AS WITH THE LIBERTY FUND COLLOQUIA AND SYMPOSIUMS, THE CO-SPONSORED PROGRAMS ARE TO FOSTER THOUGHT AND ENCOURAGE DISCOURSE ON ENDURING ISSUES PERTAINING TO LIBERTY. 1602472 LIBERTY FUND PUBLISHING: LIBERTY FUND PUBLISHED FOUR NEW TITLES AND CONDUCTED EDITORIAL WORK ON OTHER UPCOMING PUBLICATIONS. TITLES SELECTED FOR PUBLISHING ARE THOSE THAT WILL PRESERVE THE WISDOM AND LEARNING OF THE AGES, AND STRENGTHEN, IN PARTICULAR, THE UNDERSTANDING AND APPRECIATION OF INDIVIDUAL LIBERTY AND RESPONSIBILITY. TITLES INCLUDE CLASSICS IN THE FIELDS OF HISTORY, POLITICAL THOUGHT, PHILOSOPHY, LAW, EDUCATION, AND ECONOMICS. 1415216 NONE 0 NONE 0 0 0 388276593 573871 7212428 396062892 0 396062892 5940943 390121949 19506097 X 18061211 0 0 18061211 1989-02-16 X 9351698 8027772 9158506 7220527 33758503 7948943 6823606 7784730 6137448 28694727 18061211 17024010 16360811 13628258 65074290 41500 42500 6500 90500 18019711 16981510 16360811 13621758 64983790 13004065 12357462 14564875 13205117 53131519 NONE NONE X ASSOCIATION OF PRIVATE ENTERPRISE EDUCATION C/O FREE MARKET INSTITUTE BOX 45059 LUBBOCK TX 79409 NONE PC SPONSOR UNDERGRADUATE RESEARCH COMPETITION 10000 ECONOMIC FREEDOM FOUNDATION ROLNICZA 1 KONOPISKA PL 42274 NONE PC POLISH TRANSLATION OF "THE FEDERALISTS" 12500 THE TIKVAH FUND 165 EAST 56TH STREET 4TH FLOOR NEW YORK NY 10022 NONE POF HEBREW TRANSLATION AND PUBLICATION OF SCHUMPETER'S "CAPITALISM, SOCIALISM, AND DEMOCRACY" 14000 AMERICAS FUTURE FOUNDATION DBA TALENT MARKET LLC 1633 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20009 NONE PC GENERAL 5000 41500 0 14 11835 14 9697256 531120 800 18 12348076 Publication Sales 348712 Miscellaneous Income 1 13932 FIXED ASSET LOSS 1 -214 800 22070885 348712 22420397 11b INCOME CONTRIBUTES IMPORTANTLY TO THE CONTINUED PUBLICATION OF WRITINGS OF CLASSIC THINKERS AS WELL AS CURRENT WRITINGS DEEMED UNPROFITABLE BY COMMERCIAL PUBLISHERS AND TO PROMOTE THE STUDY OF LIBERTY AND PERSONAL RESPONSIBILITY. false false false false false false false false false false AUDIT & TAX PREPARATION FEES 51514 3606 5151 46363 NONE 0 Land 3844298 0 NONE 0 0 0 Land Improvements 2122155 558773 STRAIGHT-LINE METHOD 15.0 92012 1380 1380 Building 17655184 4009247 STRAIGHT-LINE METHOD 39.0 580301 8705 8705 Furniture & Fixtures 2943862 1901163 STRAIGHT-LINE METHOD 8.0 261512 3923 3923 Technology 156709 132662 STRAIGHT-LINE METHOD 3.0 17487 262 262 ECONOMIC FREEDOM FOUNDATION ROLNICZA 1 KONOPISKA PL 42274 2024-03-22 12500 POLISH TRANSLATION OF "THE FEDERALISTS" 8035 NO 04/30/2024 2024-08-26 Funds spent as specified MUTUAL FUNDS - BONDS 125205093 107631838 MUTUAL FUNDS - INTERNATIONAL 84467105 106960391 MUTUAL FUNDS - DOMESTIC 107913479 170706655 INVESTMENTS - ALTERNATIVES FMV 10366409 12643083 Fixed Assets 26722208 7552271 19169937 19169937 LEGAL CONSULTING FEES 19561 1956 1956 17605 20515000 BMO HARRIS BANK NA NONE 24000000 19890000 2017-01 2047-01 Interest paid semi-annually, principal paid annually. 2.57 NONE Financing purchase of Land, Building, and Equipment ART COLLECTION 237057 237057 476600 INSURANCE 123247 154 154 123093 ADMINISTRATIVE EXPENSES 271680 271680 EQUIPMENT LEASING 12401 186 186 12215 EDUCATIONAL MATERIALS 110914 11091 11091 99823 MISCELLANEOUS EXPENSES 63659 80 80 63579 Publication Sales 348712 348712 MISCELLANEOUS INCOME 13932 13932 Fixed Asset Loss -214 -214 Other Liabilities 24510 20849 OTHER PROFESSIONAL FEES 2052042 2565 2565 2049476 CONFERENCE & PROGRAM FEES 1293597 1293597 WEBSITE DEVELOPMENT FEES 1679853 1679853 INVESTMENT MANAGEMENT FEES 289758 289758 289758 PIERRE F AND ENID GOODRICH FOUNDATION 11301 N Meridian St CARMEL IN 46032 356056960 RELATED ENTITY REIMBURSEMENT OF OPERATING EXPENSES TO FOUNDATION 134566