Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
4th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
30th percentile
Higher top officer pay than 30% of similar nonprofits.
Top officer pay equals 2.9% of source-year revenue.
Asset Growth
12th percentile
Faster asset growth than 12% of similar nonprofits.
Revenue Growth
1st percentile
Faster revenue growth than 1% of similar nonprofits.
Assets
Down$1,226,534,029
Down $186,674,102 (-13%) from 2021
Net Assets
Down$1,226,534,029
Down $186,674,102 (-13%) from 2021
Liabilities
Flat$0
Flat from 2021
Revenue
Down$26,601,822
Down $1,616,269,999 (-98%) from 2021
Expenses
Down$184,923,907
Down $44,739,783 (-19%) from 2021
Net Income
Down-$158,322,085
Down $1,571,530,216 (-111%) from 2021
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Alex Marshall | Key Employee | PT | $764,744 | $764,744 |
| Leonard a Leo | Trustee and | PT | $400,000 | $400,000 |
| Leonard a Leo | Trustee and Chairman | - | $400,000 | $400,000 |
| Name | Title |
|---|---|
| Tyler Green | Administrati |
| Jonathan Bunch | Successor Tr |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Baker Hostetler | Legal Services | 1050 CONNECTICUT AVE NW SUITE 1100, Washington, DC 20036 | $1,038,927 |
| Contribution Type | Contribution Count | Reported Amount |
|---|---|---|
| Other Non Cash Contri Table | 1 | $20,287,714 |
| Total Noncash Contributions | 1 | $20,287,714 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Schwab Charitable Fund | Orlando, FL | 501c3 | General Operating | $153,800,000 |
| The Concord Fund | Washington, DC | 501c4 | General Operating | $28,900,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“Leonard leo business relationship jonathan bunch business relationship”
“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.”
“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.”
“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).”
“Officers and trustees are subject to conflict of interest provisions in the trust agreement and work with counsel to comply.”
“Determined by the board of directors.”
“AVALIABLE UPON REQUEST.”
“Return is being amended to update the organizations address to 331 w. Parrish lane, suite 106-315 centerville, ut 84014.”
“The trust reviewed and approved amounts to maintain and expand human freedom, and plan for its future as a new generation”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherContributionsAmt | 0 | 20287714 |
| IRS990/AmendedReturnInd | 0 | X |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | NEIL CORKERY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5615633547 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 915 SILVERTREE LN |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NORTH SALT LAKE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | UT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 84504 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 14517975 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 12931663 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 591186 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 573558 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 1164744 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 1038927 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 1050 CONNECTICUT AVE NW SUITE 1100 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | WASHINGTON |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 20036 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BAKER HOSTETLER |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | LEGAL SERVICES |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 20287714 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 182700000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 6314108 |
| IRS990/CYOtherExpensesAmt | 0 | 916523 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -158322085 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1307384 |
| IRS990/CYTotalExpensesAmt | 0 | 184923907 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 26601822 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE TRUST REVIEWED AND APPROVED GRANTS TO MAINTAIN AND EXPAND HUMAN FREEDOM, AND PLANNED FOR ITS FUTURE AS A NEW GENERATION. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 2 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 182734222 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 12205 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 12205 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 345671 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 345671 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 200000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 200000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 55997 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 55997 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 6.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 25.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 25.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | ALEX MARSHALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LEONARD A LEO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JONATHAN BUNCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TYLER GREEN |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 764744 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 400000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | KEY EMPLOYEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE AND |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SUCCESSOR TR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | ADMINISTRATI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 2020 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 3 |
| IRS990/GrantAmt | 0 | 182700000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 182700000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 182700000 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 26601822 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 2 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 11408 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 34222 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 45630 |
| IRS990/InvestmentExpenseAmt | 0 | -1333708 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 6314108 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 6314108 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1391690156 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1193909837 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | UT |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1413208131 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1226534029 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -27018309 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1413208131 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1226534029 |
| IRS990/NoncashContributionsAmt | 0 | 20287714 |
| IRS990/NondeductibleContributionsInd | 0 | true |
| IRS990/NondeductibleContriDisclInd | 0 | true |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 249163 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 249163 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 25000 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 75000 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 100000 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 7000000 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 42640 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 42640 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 19692529 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | LEONARD A LEO |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | THE TRUST REVIEWED AND APPROVED AMOUNTS TO MAINTAIN AND EXPAND HUMAN FREEDOM, AND PLAN FOR ITS FUTURE AS A NEW GENERATION |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 648558 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 1603791362 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 228600000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 39080459 |
| IRS990/PYOtherExpensesAmt | 0 | 417695 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1413208131 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 645995 |
| IRS990/PYTotalExpensesAmt | 0 | 229663690 |
| IRS990/PYTotalRevenueAmt | 0 | 1642871821 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -158322085 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | true |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 153800000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 28900000 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501C4 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | GENERAL OPERATING |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | GENERAL OPERATING |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | SCHWAB CHARITABLE FUND |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | THE CONCORD FUND |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 311640316 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 202303252 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 1958 SUMMIT PARK DR SUITE 200 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 3220 N STREET NW SUITE 136 |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | ORLANDO |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | WASHINGTON |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | DC |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 32810 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 20007 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST MONITORS GRANTS TO ENSURE FUNDS ARE USED IN A MANNER CONSISTENT WITH THE EXEMPT PURPOSE OF THE ORGANIZATION. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE I, PAGE 1, PART I, LINE 2 |
| IRS990ScheduleI/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleI/TotalOtherOrgCnt | 0 | 2 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | false |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | false |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | false |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | false |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | false |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | true |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 764744 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 400000 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | ALEX MARSHALL |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | LEONARD A LEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | KEY EMPLOYEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE AND CHAIRMAN |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 764744 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 400000 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | false |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | false |
| IRS990ScheduleM/AnyPropertyThatMustBeHeldInd | 0 | false |
| IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt | 0 | 1 |
| IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd | 0 | X |
| IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt | 0 | 20287714 |
| IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd | 0 | false |
| IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt | 0 | PART I, LINE 10 - THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF DONATIONS (NOT THE NUMBER OF SHARES) RECEIVED. |
| IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE M, PAGE 2, PART II |
| IRS990ScheduleM/ThirdPartiesUsedInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | RETURN IS BEING AMENDED TO UPDATE THE ORGANIZATIONS ADDRESS TO 331 W. PARRISH LANE, SUITE 106-315 CENTERVILLE, UT 84014. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE TRUST REVIEWED AND APPROVED AMOUNTS TO MAINTAIN AND EXPAND HUMAN FREEDOM, AND PLAN FOR ITS FUTURE AS A NEW GENERATION |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LEONARD LEO BUSINESS RELATIONSHIP JONATHAN BUNCH BUSINESS RELATIONSHIP |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | 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). |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | OFFICERS AND TRUSTEES ARE SUBJECT TO CONFLICT OF INTEREST PROVISIONS IN THE TRUST AGREEMENT AND WORK WITH COUNSEL TO COMPLY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | DETERMINED BY THE BOARD OF DIRECTORS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | AVALIABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 1, ITEM B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 1A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PAGE 6, PART VI, LINE 19 |
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| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 183382780 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 184923907 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1226534029 |
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| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1226534029 |
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| IRS990/USAddress/AddressLine1Txt | 0 | 915 S SILVERTREE LN |
| IRS990/USAddress/CityNm | 0 | NORTH SALT LAKE |
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| IRS990/USAddress/ZIPCd | 0 | 84054 |
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| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LEONARD A LEO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE AND CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5615633547 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-02-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MARBLE FREEDOM TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MARB |
| ReturnHeader/Filer/EIN | 0 | 850784793 |
| ReturnHeader/Filer/PhoneNum | 0 | 5615633547 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 331 W PARRISH LANE SUITE 106-315 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CENTERVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 84014 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 462568909 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MGS LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 995 OLD EAGLE SCHOOL ROAD SUITE 307 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WAYNE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 190871709 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6106886162 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-03-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEPHEN F GRABUSKI CPA |
| ReturnHeader/ReturnTs | 0 | 2023-03-14T17:10:27-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LEONARD |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | LEO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-04-30 |
| ReturnHeader/TaxYr | 0 | 2021 |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.