Civic Intelligence

Marble Freedom Trust

990 • Fiscal year 2022 • EIN 85-0784793

May 01, 2021 to Apr 30, 2022 • Filed on Feb 10, 2023

Organization Profile
915 S Silvertree LaneNorth Salt Lake, UT 84054

(561) 563-3547

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,226,534,029

Flat from 2022

Net Assets

Flat

$1,226,534,029

Flat from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Flat

$26,601,822

Flat from 2022

Expenses

Flat

$184,923,907

Flat from 2022

Net Income

Flat

-$158,322,085

Flat from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5B$1.0B$500M$0Assets 2021: $1,413,208,131Liabilities 2021: $0Net Assets 2021: $1,413,208,1312021Assets 2022: $1,226,534,029Liabilities 2022: $0Net Assets 2022: $1,226,534,0292022Assets 2022: $1,226,534,029Liabilities 2022: $0Net Assets 2022: $1,226,534,0292022Assets 2023: $1,042,289,889Liabilities 2023: $0Net Assets 2023: $1,042,289,8892023Assets 2024: $992,102,282Liabilities 2024: $0Net Assets 2024: $992,102,2822024Assets 2025: $877,636,565Liabilities 2025: $0Net Assets 2025: $877,636,5652025

Highlighted filing

2022

Assets$1,226,534,029
Liabilities$0
Net Assets$1,226,534,029
Open 2022 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0B$1.5B$1.0B$500M$0-$500MRevenue 2021: $1,642,871,821Expenses 2021: $229,663,690Net Income 2021: $1,413,208,1312021Revenue 2022: $26,601,822Expenses 2022: $184,923,907Net Income 2022: -$158,322,0852022Revenue 2022: $26,601,822Expenses 2022: $184,923,907Net Income 2022: -$158,322,0852022Revenue 2023: $48,470,772Expenses 2023: $223,627,384Net Income 2023: -$175,156,6122023Revenue 2024: $62,284,458Expenses 2024: $200,659,956Net Income 2024: -$138,375,4982024Revenue 2025: $77,327,274Expenses 2025: $223,601,039Net Income 2025: -$146,273,7652025

Highlighted filing

2022

Revenue$26,601,822
Expenses$184,923,907
Net Income-$158,322,085
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Feb 10, 2023
Return Version
2021v4.0
Gross Receipts
$26,601,822
Mission and Program Overview

Mission

To maintain and expand human freedom consistent with the values and ideals set forth in the Declaration of Independence and the Constitution of the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,391,690,156$1,193,909,837▼ $197,780,319
Pledges and Grants Receivable-$19,692,529-
Cash and Non-Interest-Bearing Accounts$14,517,975$12,931,663▼ $1,586,312
Other Notes and Loans Receivable, Net$7,000,000--
Total Assets$1,413,208,131$1,226,534,029▼ $186,674,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,413,208,131$1,226,534,029▼ $186,674,102
Total Net Assets Fund Balance$1,413,208,131$1,226,534,029▼ $186,674,102
Total Liabilities and Net Assets / Fund Balance$1,413,208,131$1,226,534,029▼ $186,674,102
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Alex MarshallKey EmployeePT$764,744$764,744
Leonard a LeoTrustee andPT$400,000$400,000
Leonard a LeoTrustee and Chairman-$400,000$400,000

Board Members and Trustees

NameTitle
Tyler GreenAdministrati
Jonathan BunchSuccessor Tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Baker HostetlerLegal Services1050 CONNECTICUT AVE NW SUITE 1100, Washington, DC 20036$1,038,927
Revenue and Support

Revenue Composition

Contributions and Grants
$20,287,714
Program Service Revenue
$0
Investment Income
$6,314,108
Other Revenue
$0
All Other Contributions
$20,287,714
Change in Net Assets
$-158,322,085

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$20,287,714
Total Noncash Contributions1$20,287,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$182,700,000
Salaries, Compensation, and Employee Benefits$1,307,384
Other Expenses$916,523
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$182,700,000--$182,700,000
Current Officers, Directors, Trustees, and Key Employees$573,558$591,186-$1,164,744
Fees for Services Legal-$345,671-$345,671
Office Expenses-$249,163-$249,163
Fees for Services Management-$200,000-$200,000
Other Salaries and Wages$75,000$25,000-$100,000
Fees for Service Investment Mgmnt Fees-$55,997-$55,997
Insurance$34,222$11,408-$45,630
Payroll Taxes-$42,640-$42,640
Fees for Services Accounting-$12,205-$12,205
Travel-$7,857-$7,857
Total Functional Expenses$183,382,780$1,541,127$0$184,923,907
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Schwab Charitable FundOrlando, FL501c3General Operating$153,800,000
The Concord FundWashington, DC501c4General Operating$28,900,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 1A

“The trustee has primary authority to manage and make decisions on behalf of the trust. The administrative trustee has responsibility over certain administrative matters, such as maintaining records, tax returns and financial statements, and administering certain assets in the trust's local jurisdiction. The successor trustee exercises the power of the trustee in certain situations where the trustee would have a conflict of interest or in the absence or inability of the trustee to act.”

Form 990, Page 6, Part VI, Line 2

“Leonard leo business relationship jonathan bunch business relationship”

Form 990, Page 6, Part VI, Line 7A

“A donor has the right to remove an existing trustee and appoint a new one, but the trust agreement was amended to eliminate that right. Under the trust agreement, a designated individual has power to sue to enforce the trust and to approve a request by the successor trustee to remove the trustee.”

Form 990, Page 6, Part VI, Line 7B

“A donor has the right to remove an existing trustee and appoint a new one, but the trust agreement was amended to eliminate that right. Under the trust agreement, a designated individual has power to sue to enforce the trust and to approve a request by the successor trustee to remove the trustee.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is prepared by an independent accounting firm and is reviewed by legal counsel and the trustee prior to filing with internal revenue services (irs).”

Form 990, Page 6, Part VI, Line 12C

“Officers and trustees are subject to conflict of interest provisions in the trust agreement and work with counsel to comply.”

Form 990, Page 6, Part VI, Line 15A

“Determined by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“AVALIABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Marble Freedom Trust
EIN
85-0784793
Phone
5615633547
Address
915 S SILVERTREE LANE, NORTH SALT LAKE, UT 84054

Signing Officer

Name
Leonard a Leo
Title
Trustee and Chairman
Phone
5615633547
Signed
2023-02-10

Organization Details

Principal Officer
Leonard a Leo
Formed
2020
Legal Domicile
Ut
Voting Board Members
3
Independent Board Members
2
Employees
2

Preparer

Firm
Mgs Llp
Address
995 OLD EAGLE SCHOOL ROAD SUITE 307, WAYNE, PA 19087-1709
Preparer
Stephen F Grabuski CPA
Phone
6106886162
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The trust reviewed and approved amounts to maintain and expand human freedom, and plan for its future as a new generation”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST REVIEWED AND APPROVED AMOUNTS TO MAINTAIN AND EXPAND HUMAN FREEDOM, AND PLAN FOR ITS FUTURE AS A NEW GENERATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE HAS PRIMARY AUTHORITY TO MANAGE AND MAKE DECISIONS ON BEHALF OF THE TRUST. THE ADMINISTRATIVE TRUSTEE HAS RESPONSIBILITY OVER CERTAIN ADMINISTRATIVE MATTERS, SUCH AS MAINTAINING RECORDS, TAX RETURNS AND FINANCIAL STATEMENTS, AND ADMINISTERING CERTAIN ASSETS IN THE TRUST'S LOCAL JURISDICTION. THE SUCCESSOR TRUSTEE EXERCISES THE POWER OF THE TRUSTEE IN CERTAIN SITUATIONS WHERE THE TRUSTEE WOULD HAVE A CONFLICT OF INTEREST OR IN THE ABSENCE OR INABILITY OF THE TRUSTEE TO ACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEONARD LEO BUSINESS RELATIONSHIP JONATHAN BUNCH BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A DONOR HAS THE RIGHT TO REMOVE AN EXISTING TRUSTEE AND APPOINT A NEW ONE, BUT THE TRUST AGREEMENT WAS AMENDED TO ELIMINATE THAT RIGHT. UNDER THE TRUST AGREEMENT, A DESIGNATED INDIVIDUAL HAS POWER TO SUE TO ENFORCE THE TRUST AND TO APPROVE A REQUEST BY THE SUCCESSOR TRUSTEE TO REMOVE THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A DONOR HAS THE RIGHT TO REMOVE AN EXISTING TRUSTEE AND APPOINT A NEW ONE, BUT THE TRUST AGREEMENT WAS AMENDED TO ELIMINATE THAT RIGHT. UNDER THE TRUST AGREEMENT, A DESIGNATED INDIVIDUAL HAS POWER TO SUE TO ENFORCE THE TRUST AND TO APPROVE A REQUEST BY THE SUCCESSOR TRUSTEE TO REMOVE THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND IS REVIEWED BY LEGAL COUNSEL AND THE TRUSTEE PRIOR TO FILING WITH INTERNAL REVENUE SERVICES (IRS).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICERS AND TRUSTEES ARE SUBJECT TO CONFLICT OF INTEREST PROVISIONS IN THE TRUST AGREEMENT AND WORK WITH COUNSEL TO COMPLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8AVALIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RULE OF LAW TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0831047727
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08300 BOONE AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0VIENNA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022182
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01413208131
IRS990/TotalAssetsEOYAmt01226534029
IRS990/TotalAssetsGrp/BOYAmt01413208131
IRS990/TotalAssetsGrp/EOYAmt01226534029
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt020287714
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01541127
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0183382780
IRS990/TotalFunctionalExpensesGrp/TotalAmt0184923907
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01413208131
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01226534029
IRS990/TotalOtherProgSrvcExpenseAmt0648558
IRS990/TotalProgramServiceExpensesAmt0183382780
IRS990/TotalReportableCompFromOrgAmt01164744
IRS990/TotalRevenueGrp/ExclusionAmt06314108
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026601822
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01413208131
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01226534029
IRS990/TravelGrp/ManagementAndGeneralAmt07857
IRS990/TravelGrp/TotalAmt07857
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0915 S SILVERTREE LN
IRS990/USAddress/CityNm0NORTH SALT LAKE
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084054
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD A LEO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE AND CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05615633547
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARBLE FREEDOM TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARB
ReturnHeader/Filer/EIN0850784793
ReturnHeader/Filer/PhoneNum05615633547
ReturnHeader/Filer/USAddress/AddressLine1Txt0915 S SILVERTREE LANE
ReturnHeader/Filer/USAddress/CityNm0NORTH SALT LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084054
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462568909
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MGS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0995 OLD EAGLE SCHOOL ROAD SUITE 307
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190871709
ReturnHeader/PreparerPersonGrp/PhoneNum06106886162
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN F GRABUSKI CPA
ReturnHeader/ReturnTs02023-03-12T15:32:07-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEONARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEO
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,226,534,029
Liabilities
$0
Net assets
$1,226,534,029
Revenue
$26,601,822
Expenses
$184,923,907
Net income
-$158,322,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$878$0.00$878$77.3$224$146
2024Detailed filing. Detailed filing data is available for this year.$992$0.00$992$62.3$201$138
2023Detailed filing. Detailed filing data is available for this year.$1,042$0.00$1,042$48.5$224$175
2022Detailed filing. Detailed filing data is available for this year.$1,227$0.00$1,227$26.6$185$158
2022Detailed filing. Detailed filing data is available for this year.$1,227$0.00$1,227$26.6$185$158
2021Detailed filing. Detailed filing data is available for this year.$1,413$0.00$1,413$1,643$230$1,413