2025-09-14T14:00:48+00:00 2025-04-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990PF 2024-05-01 351320021 Liberty Fund Inc LIBE 3178420880 11301 N Meridian St Carmel IN 46032 SANDRA J SCHALLER Secretary-Treasurer 3178420880 2025-09-14 true true Nicole Fishback P01279475 3173834000 2025-09-15 2024 2025-03-06 01:10:19Z X 482248127 X 30760204 15295 15295 15295 10943363 10943363 10943363 14785969 27554711 14785969 493128 0 0 0 352942 0 352942 56857773 25744627 11804728 2794048 45952 45952 2748096 3281961 3281961 1586623 1983 1983 1584639 62727 6273 6273 56455 52200 3654 5220 46980 4302700 328539 328539 3974161 519469 7792 7792 511677 0 0 0 0 823739 12356 12356 818462 6741 6741 811720 2732012 11337 11337 2720675 341369 337995 3374 987133 13179 13179 973954 18302443 437806 777367 16713692 0 0 18302443 437806 777367 16713692 38555330 25306821 11027361 556246 337982 337982 10729983 13388732 13388732 0 0 0 0 0 0 0 0 0 0 0 0 0 0 458 8413 8413 0 0 0 192380584 202394136 296769157 125205093 145652601 132382052 0 0 0 0 10366409 16192170 20538993 26721128 8374930 19169937 18346198 18346198 237057 237057 476600 358645767 396557289 482248127 0 0 19890000 19250000 20849 17041 19910849 19267041 X 338734918 377290248 338734918 377290248 358645767 396557289 338734918 38555330 0 377290248 0 377290248 Short Term Investments P 2024-05-01 2025-04-30 493128 0 493128 0 493128 Long Term Investments P 2023-05-01 2025-04-30 27061583 12768742 14292841 0 14292841 14785969 493128 X 1989-02-16 N/A 0 0 0 0 0 0 0 0 false false false false false false false true true IN MN OH TN TX VA true true true 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 true false false false false false false true false false true false false false false EMILIO J PACHECO 11301 N Meridian St Carmel IN 46032 DIRECTOR; SVP & PIERRE F GOODRICH RESIDENT SCHOLAR 40.000 304194 66034 0 SEAN R SHELBY 11301 N Meridian St Carmel IN 46032 DIRECTOR, PRESIDENT & CEO 40.000 543034 70164 0 STEPHANIE L KAUFMAN 11301 N Meridian St Carmel IN 46032 ASST SECY, SPECIAL PROJECTS AND OFFICE MGR 40.000 105781 14603 0 BEN A RAST 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 231 362 DANE STARBUCK 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 231 6545 G Marcus Cole 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 231 0 Luis H Ball 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 231 1963 Mary A O'Grady 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 231 0 Nathan J Feltman 11301 N Meridian St Carmel IN 46032 DIRECTOR, CHAIRMAN 10.000 90000 231 0 TERRY W ANKER 11301 N Meridian St Carmel IN 46032 DIRECTOR 3.000 51000 231 8859 BRIAN J PAWLOWSKI 11301 N Meridian St Carmel IN 46032 VP & COO 40.000 230000 69292 0 GEORGE K STUART 11301 N Meridian St Carmel IN 46032 VP & CTO 40.000 322900 89497 0 SANDRA J SCHALLER 11301 N Meridian St Carmel IN 46032 Secretary-Treasurer 40.000 242227 64486 0 Mitchell E Daniels JR (START 011325) 11302 N Meridian St Carmel IN 46033 Director and Consultant 13.500 193057 64 0 Julie K Shewmaker (START 22425) 11303 N Meridian St Carmel IN 46032 Controller 40.000 45897 17470 0 Jeffrey A Cilley 11301 N Meridian St carmel IN 46032 Senior Engineer 40.000 195730 52669 0 Douglas J Den Uyl 11301 N Meridian St Carmel IN 46032 VP Emeritus 40.000 184000 49902 0 Carol L Hommel 11301 N Meridian St Carmel IN 46032 Director 40.000 168750 51178 0 Amy M Willis 11301 N Meridian St Carmel IN 46032 Director 40.000 165000 62827 0 Hans L Eicholz 11301 N Meridian St Carmel IN 46032 Senior Fellow 40.000 162912 50131 0 25 CHARTIS INTERACTIVE LLC 322 9TH STREET JERSEY CITY NJ 073021506 CONSULTING 1403200 SONDHI SOLUTIONS LLC 47 S PENNSYLVANIA STREET SUITE 400 INDIANAPOLIS IN 46204 CONSULTING 183313 ALLAINE JAFFE ABESHAUS 18137 NICKEL PLATE DRIVE WESTFIELD IN 46074 CONSULTING 81832 WALTER LEE DAVIS JR 428 NORTH 13TH STREET 3F PHILADELPHIA PA 19123 CONSULTING 78508 RYD FILMS LLC 414 EVANS ST JONESVILLE MI 49250 CONSULTING AND FILM PRODUCTION 67875 4 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. 5369110 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. 3010581 Other Educational Programs Includes programs such as the following: The George F. Will Award for the Advancement of Liberty and the Free Society recognizes individuals who, like George F. Will, have made significant contributions to our understanding of the free society, individual liberty, and the human condition. The Future of Liberty podcasts feature conversations with prominent thinkers and leaders across diverse fields. A Call to Liberty is a monthly online series featuring eighteenth-century books and pamphlets, leading up to the 250th anniversary of the Declaration of Independence which will be celebrated in July 2026. Expenditures have been incurred in preparation of hosting the Mont Pelerin Society General Meeting in October 2026. 945956 LIBERTY FUND PUBLISHING: LIBERTY FUND PUBLISHED ONE NEW TITLE 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. 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