2024-11-14T10:08:16-06:00 2023-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2023-01-01 521400492 Tholos Foundation THOL 2027850266 722 12th Street NW 4th floor Washington DC 20005 Grover G Norquist President 2027850266 2024-11-11 1 1 Amanda E Waterhouse P02014004 7038930300 2024-11-10 2023 2024-10-15 13:58:12Z Grover G Norquist 722 12th Street NW 4th floor Washington DC 20005 2746957 0 X https://tholosfoundation.org/ X 1985 DC Economic research and fiscal policy analysis- See Schedule O 5 4 0 4 0 0 3454540 2638635 15000 100 24618 108198 73 24 3494231 2746957 668764 368208 0 0 1887554 2022710 0 0 666559 2219864 2587524 4776182 4978442 -1281951 -2231485 3436033 3468200 18508836 20904154 -15072803 -17435954 Tholos Foundation was created for the purpose of engaging in charitable and educational activities relating to the promotion of tax fairness and economic prosperity. Tholos accomplishes this mission through education and analysis. 0 0 2124252 368208 Education: Outreach efforts to educate taxpayers on the true causes and effects of legislation and regulatory affairs. 987335 124 Events: Throughout the year, Tholos hosts a multitude of press conferences, meetings, and special events highlighting the year's work. 233590 Publications: Tholos publishes the International Property Rights Index, Trade Barrier Index, and other various reports. 3345177 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 DC X X Grover G Norquist President 2027850266 722 12th Street NW 4th floor Washington DC 20005 Grover Norquist President 16.00 24.00 X X 100000 150000 49299 Peter Balkin Vice President 20.00 20.00 X X 0 0 0 Mark Klugmann Board Member 1.00 0.00 X 0 0 0 Paul Smith Board Member 1.00 0.00 X 0 0 0 Caren Toloczko Board Member 1.00 0.00 X 0 0 0 Megan Worley Vice President of Finance 20.00 20.00 X 48250 48250 33290 Christopher Butler Executive Director 12.00 28.00 X 62880 146720 44588 Patrick Gleason Director of State Affairs 16.00 24.00 X 69472 104208 30202 John Kartch Vice President of Communications 18.00 22.00 X 86850 106150 33400 Lorenzo Montanari Dir. of International Programs and Affairs 40.00 0.00 X 175000 0 16036 Margaret Mire Director of State Government Relations 18.00 22.00 X 69394 84814 12770 Andreas Hellman Dir. of Outreach, Tax & Regulatory Policy 34.00 6.00 X 22800 129200 23197 634646 769342 242782 11 0 1 0 Bullpen Strategy Group 1500 Wilson Blvd 5th Floor Arlington VA 22209 Public Affairs 127500 1 2638635 2638635 Conference registration 900099 100 100 100 108198 108198 Other 900099 24 24 24 2746957 124 0 108198 X 7151 7151 361057 361057 260872 228424 19469 12979 1523286 991592 306497 225197 35937 22680 7634 5623 80682 48950 18159 13573 121933 82858 22565 16510 108188 73518 20021 14649 31524 31524 450 450 640959 435556 118615 86788 110076 75999 19069 15008 323833 94050 137536 92247 19044 12941 3524 2579 639141 434319 118280 86542 505279 343162 93739 68378 181395 123265 33568 24562 14208 9655 2629 1924 13427 13427 4978442 3345177 966706 666559 16364 15114 3095173 3261675 5707 4563 37630 37630 0 0 318789 186848 3436033 3468200 76708 50658 18432128 20853496 18508836 20904154 X -15072803 -17435954 -15072803 -17435954 3436033 3468200 -2231485 -131666 0 X 0 1 X 1 0 X 1707659 1592155 1833305 3454540 2638635 11226294 1707659 1592155 1833305 3454540 2638635 11226294 4814216 6412078 3612 652 677 24618 108198 137757 11364051 27354 0.56420 0.58290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28048 28048 0 9582 9582 0 0 Due to related organization 20853496 20853496 X 10461436 -131666 7846595 7714929 2746507 450 450 2746957 9775260 4797268 4797268 4977992 450 450 4978442 Part X, Line 2: Management has evaluated the Organization's tax positions and has concluded that the Organization has taken no uncertain tax positions that qualify for either recognition or disclosure in the accompanying consolidated financial statements. Part XI, Line 2d - Other Adjustments: Consolidated organization revenue and eliminations 7,846,595. Part XII, Line 2d - Other Adjustments: Consolidated organizations expenses and eliminations 4,797,268. 1 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program service Policy seminar 9698 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Program service Conference 62208 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 Grants to recipients located in region 190000 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 Grants to recipients located in region 55000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 Grants to recipients located in region 21557 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Grants to recipients located in region 84500 North America - Canada and Mexico, but not the United States 0 0 Grants to recipients located in region 10000 0 0 0 0 0 0 432963 0 432963 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, General Support 64500 Wire 0 FMV Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, General Support 20000 Wire 0 FMV East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, General Support 155000 Wire 0 FMV East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, General support 30000 Wire 0 FMV Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium General Support 16557 Wire 0 FMV North America - Canada and Mexico, but not the United States General support 10000 Wire 0 FMV South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, General Support 26000 Wire 0 FMV South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, General Support 29000 Wire 0 FMV 10 0 0 0 0 0 0 0 Part I, Line 2: Grant recipients send a final report on the event they put together, including participant list and photos. Grants for translation are monitored simply by receiving the translated project. Part I, line 3: Foreign expenses are directly tracked and accounted for on the accrual method of accounting used for books. 0 Students for Liberty 1750 Tysons Blvd Suite 1500 McLean VA 22102 943435899 501c3 7151 0 General Support 1 0 X X 0 0 0 0 0 0 0 0 0 Grover Norquist President 100000 150000 0 0 0 0 4000 6000 15720 23579 119720 179579 0 0 Christopher Butler Executive Director 60780 141820 2100 4900 0 0 2515 5869 10861 25343 76256 177932 0 0 John Kartch Vice President of Communications 86400 105600 450 550 0 0 3474 4246 11556 14124 101880 124520 0 0 Patrick Gleason Director of State Affairs 66800 100200 2672 4008 0 0 2672 4008 9409 14113 81553 122329 0 0 Lorenzo Montanari Dir. of International Programs and A 165000 0 10000 0 0 0 6050 0 9986 0 191036 0 0 0 Andreas Hellman Dir. of Outreach, Tax & Regulatory P 22800 129200 0 0 0 0 488 2763 2992 16954 26280 148917 0 0 Margaret Mire Director of State Government Relatio 58594 71614 10800 13200 0 0 2776 3393 2970 3631 75140 91838 0 0 Form 990, Part I, Line 1, Description of Organization Mission: Affiliated with Americans for Tax Reform, Tholos is a 501(c)(3) educational foundation originally founded in 1985 at the request of President Reagan. Our organization is named for the tholos on the ancient Athenian agora, where the Athenian Senate dined and met with prominent members of the community at large. Like the conversations that took place in the ancient Athenian tholos, our work is focused around coalitions and cooperation, both within and outside government structures. On a concrete level, the Tholos Foundation promotes effective policy in two main ways: 1) The Tholos Foundation conducts research and education on effective public policy from a free-market perspective, with a particular emphasis on taxes, spending, regulation, innovation, and property rights. Our most well-known publications include the International Property Rights Index and the Trade Barrier Index. 2) Tholos organizes coalitions of free-market advocates and their cultural allies both within the United States and around the world. This includes in-person meetings; more than 2500 individual leaders meet every month at Tholos-organized meetings from Naples, Florida to Naples, Italy. Form 990, Part V, Lines 2a and 2b: The Foundation reimburses staffing costs to Americans for Tax Reform, a related organization. The related organization files all required federal employment returns. Form 990, Part VI, Section A, line 8b The Board does not have committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The President, Executive Director, and Vice President of Finance all review the 990. A copy is provided to the full board before filing with the IRS. Form 990, Part VI, Section B, line 12c All new employees and Board members are asked to sign a statement indicating they are familiar with the policy. The President and Executive Director personally monitor activities of employees to assure compliance. In addition, the President and/or Executive Director hold weekly staff meetings with each department where they are able to scrutinize for any violation of the policy. Form 990, Part VI, Section B, line 15 Before making recommendations to the Board, the Executive Director obtains 990s from all Washington-DC based similar organizations. Compensation is compared with other organizations. In addition, metrics such as press appearances, quotes, and public effectiveness metrics (such as political magazine rankings) are taken into account before a recommendation is made. These metrics are discussed with the board before the Board approves any compensation adjustment decisions for the President. These policies will be applied to future decisions the Board makes regarding key employees as defined by the 990. Form 990, Part VI, Section C, line 18 The organization provides a Public Disclosure Copy of its 990 to Guidestar. Form 990, Part VI, Section C, line 19 Tholos Foundation will provide copies of these documents upon request. Form 990, Part IX, line 11g Consultants and contractors: Program service expenses 435,556. Management and general expenses 118,615. Fundraising expenses 86,788. Total expenses 640,959. Americans for Tax Reform 722 12th St NW 4th Floor Washington DC 200053957 521403587 Grassroots organization for Tax Reform DC 501(c)(4) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Americans for Tax Reform E 20853496 Due to ATR balance Americans for Tax Reform N 639141 Allocated occupancy costs Americans for Tax Reform O 1915279 Allocated staff costs