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Annual Report - July 1, 2015 - June 30, 2016 EDUCATE HONOR CHALLENGE ANNUAL REPORT

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Page 1: ANNUAL REPORT - Freedoms Foundation

Annual Report - July 1, 2015 - June 30, 2016

EDUCATE HONOR

CHALLENGE

ANNUAL REPORT

Page 2: ANNUAL REPORT - Freedoms Foundation

We welcomed Brig. General Ronald Rand, USAF

(Ret) to our board. General Rand brings to the

role: 32 years of distinguished service in the Air

Force, which culminated in the position of Director

of Public Affairs in Washington, D.C.; subsequent

ten years at Pratt & Whitney and Lockheed Mar-

tin; and his current position as President and Chief

Executive Officer (CEO) of the Congressional

Medal of Honor Foundation.

BOARD OF DIRECTORS

General Ronald Rand Joins Board

CEO of Congressional Medal of Honor Foundation

Table of Contents

LEAD

Board of Directors 1

President’s Message 2

Staff 2

EDUCATE

Graduate Teacher

Programs 3-4

Student Programs 5-6

HONOR

Awards 7-9

Medal of Honor Grove 10

CHALLENGE

Volunteer Chapters 11-12

Development 13-14

2015 - 2016 Supporters 15-17

FINANCIALS 18

Freedoms Foundation Board of Directors

Frank C. Brulenski (Chairman)

Partner, Marcum LLP, Philadelphia, PA

Michael E. Di Yeso

President and CEO,

Freedoms Foundation at Valley Forge,

Valley Forge, PA

Gloria Dahl

Freedoms Foundation Volunteer

Chapters, Los Angeles, CA

Sara M. Drury

Assistant Professor of Rhetoric

Director, Wabash Democracy &

Public Discourse, Wabash College

Crawfordsville, IN

Charles R. Gerow

President and CEO, Quantum

Communications, Harrisburg, PA

Richard S. Griffith

Chief Executive Officer, Image API

Newtown, PA

John C. Heenan

Director, Marine Corps Scholarship

Foundation, Alexandria, VA

Wallace Nunn (Treasurer)

Former Head, Mid-Atlantic Public

Finance Region, Citigroup Global

Markets Inc., Newtown Square, PA

William O. Perry, III

Chief Executive Officer,

Perry Homes, Murray, UT

Jerry D. Poole

President and CEO, Acrometis, LLC,

Malvern, PA

Ronald T. Rand

President and CEO, Congressional

Medal of Honor Foundation,

Arlington, VA

Christopher M. Rothey (Vice-

Chairman)

Chief Executive Officer,

Radiate Media, Malvern, PA

Russell K. Schulz

Captain, United States Navy (Ret.),

Doylestown, PA

Rogers Smith

Christopher H. Browne Distinguished

Professor of Political Sci-

ence, University of Pennsylvania

Philadelphia, PA

H. Ernest Smith, (Secretary)

Principal, TerraForm Companies,

Salt Lake City, UT

Shirley Smith

Regional Director (Volunteer

Chapters), Dallas, TX

1

Page 3: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

Poised for Growth

Message from the President

PRESIDENT’S MESSAGE

This fiscal year has been about sharpen-

ing our vision regarding the needs for civ-

ic education and working towards build-

ing a team and program to respond to

that need. This focus is at the heart of our

mission to Educate on American rights

and responsibilities, Honor acts of civic

virtue, and Challenge all to reject apathy

and get involved.

To that end, we have added new pro-

grams to our offerings, added staff to support our chapters and

expand our development efforts, and developed key and po-

tentially long-term relationships that

have attracted a much more cul-

turally and financially diverse stu-

dent population.

These are exciting times, and they

are challenging times. Research

and experience both indicate the

untapped potential for growing our

student and graduate teacher ed-

ucational offerings. The challenge is to adapt our funding ap-

proach to the current development environment.

In the pages that follow, you will read about the strides Free-

doms Foundation has made in addressing both the need and

the challenge of bringing our mission to life. What may not be

as evident is the great effort and commitment made by the

Freedoms Foundation team and the tandem support provided

by our Board of Directors—without which, our success could

never have been as great. I am proud to be associated with

both and confident that together our efforts position us to build

on our success in the year ahead.

Sincerely,

Michael E. Di Yeso

President and Chief Executive Officer

FREEDOMS FOUNDATION STAFF

PRESIDENT AND CEO

Michael E. Di Yeso

EDUCATION

Vice President of Education

Jason S. L. Raia

Director of Graduate

Education

Eugene Halus, PhD

Director of Education

Carolyn Santangelo

Education Program

Coordinator

Kim DeBlase

DEVELOPMENT

Director of Donor Relations

Maureen Troutman

*Development Manager

Louise Savarese

*Marketing & Development

Coordinator

Shannon Sisson

ACCOUNTING

Bookkeeper

Bonnie Anderson

*New positions

FY 2016 Key Accomplishments

Feasibility study which

validated need for Middle

School civic education

programs.

Formation of a Youth Advisory

Council (YAC)

Campus improvements

2

Page 4: ANNUAL REPORT - Freedoms Foundation

EDUCATE

FY 2016 GRADUATE COURSE

STATS

Number of teachers enrolled:

190

Number of states represented:

40 + District of Columbia

SUMMER 2015

TEACHER GRAD PROGRAMS

Medal of Honor (MOH) Semi-

nar:

MOH Legacy

Workshops:

Revolution of the Middle

States

Civil War East

The traveling graduate workshops provide teachers with a unique

opportunity to experience the physical history of their subject

matter. By experiencing the physical history of places associated

with topics such as the American Revolution and the Civil War,

amongst others, teachers obtain a concrete experiential under-

standing of history that they can bring back to their classrooms, as

well as additional knowledge about the subject being studied

and pedagogical techniques. Each workshop is rich with content

and workshop participants form an active and engaged profes-

sional learning community that often continues after the work-

shop has ended.

Traveling Graduate Workshops Teachers Experience Authentic Representations of History

3

Page 5: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

We educate about American rights and responsibilities….

MOH SEMINAR ATTENDEE

“...The Medal of Honor Legacy Program refined my focus on

the impact one individual can

make in history, through their

individual courage, integrity

and commitment—all values

that are vital to reinforce in the

mind of the middle school stu-

dent…”

Anna-Lisa Dahlgren

Teacher of 8th Grade

US History

Marshall, WI

New Director of Education

Eugene J. Halus, PhD, Takes on New Role

As part of our plan to build the graduate teacher program, Dr.

Eugene Halus joined our organization in July, 2015. He brings a

diverse background with a varied skillset and experience to the

graduate program at Freedoms Foundation. His prior

positions in academia include: Chair of the Depart-

ment of History and Political Science at Immaculata

University; teaching positions at Ohio University and St.

Joseph University; and high school social studies. Out-

side of academia he worked for Joseph O’Toole of the Senate of the Republic of Ireland, was an investi-

gator for the General Accounting Office as part of the

Presidential Management Interns program, and volun-

teered in Haiti and Nicaragua, building villages, schools,

clinics, and other life-sustaining operations.

Dr. Halus received his BA in Political Science from LaSalle Universi-

ty and a PhD from Catholic University of America.

Eugene J. Halus, PhD

Graduate Teacher Program Expands to Match in Interest

This past summer’s programs saw major scholars present at our graduate teacher seminars from such institutions as the University

of Pennsylvania, Rutgers University, Temple University, West Point,

and Korean Defense University, amongst others.

Medal of Honor

Recipients and

other veterans

from World War II

through to the War

on Terror also

spoke to attending

teachers. These

programs showed

Freedoms Founda-

tion’s growing suc-cess in promoting

civic education

through professional development opportunities for teachers.

4

Page 6: ANNUAL REPORT - Freedoms Foundation

EDUCATE

Student Programs

FY 2016 STUDENT COURSE STATS

Spirit of America: 909

History Encounters: 375

Service Learning in Public Policy

(SLIPP): 42

Number of states represented:

50, plus Puerto Rico and Guam

NEW PARTNERSHIPS ESTABLISHED

We were successful in develop-

ing key and potentially long-

term relationships with organiza-

tions like Esperanza Academy,

Philadelphia Boys and Girls Club,

Philadelphia Futures, and the

Springfield (IL) Boys and Girls

Club. An important by-product

of these partnerships has been a

much more cultural and finan-

cially diverse population at our

student programs.

Spirit of America Youth Leadership Program

Radian Sponsors Philadelphia Students

Radian sponsored 75 students from Philadelphia who attended the Feb-

ruary 25-28, 2016 Spirit of America program at Freedoms Foundation. S.A.

Ibrahim, CEO of Radian, was the keynote speaker during the week-

end. The program also featured a newly developed financial literacy

workshop with discussion on topics such as student loans, budgeting and

credit card debt.

AMVETS Achieves Attendance Record

There were major achievements in FY 2016; the first among them came

from our program partner AMVETS. AMVETS held their annual Spirit of

America Youth Leadership Program in November of 2015 and for the first

time the organization achieved its goal of a representative student from

each of the 50 states. In all, AMVETS sponsored129 attendees to the Spirit

of America Program this year.

This year was also highlighted by support from funders, the Armstrong

and Strake Foundations. With the money received, our Dallas and Hou-

ston Chapters were able to send students to the Spring 2016 SOA pro-

grams and cover their travel costs.

Freedoms Foundation was also pleased to have the Knights of Columbus

Father Kapan Chapter as a new local sponsor, who sent students from

Chester and Delaware Counties.

Radian sponsored students at Spirit of America

5

Page 7: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

We educate about American rights and responsibilities….

Youth Advisory Council Answering the Call to Get Involved!

YAC MEMBERS

Luke Ball, Wilmington, NC

Aditi Biswas, Phoenixville, PA

Celine Calpo, Imperial Beach,

CA

Nicole De Brigard, Plantation, FL

Riley Dodd, San Diego, CA

Charlie Hannum, Fayetteville,

NC

Rachel Horne, Chalfont, PA

Joseph Kass, Boca Raton, FL

Caleb Sedam, Logansport, IN

Paul Scheeler, Mason, OH

Derek Stewart, Deerfield Beach,

FL

A Youth Advisory Council (YAC)

was formed and introduced this

year and is led by program staffer,

Christine Thieme, MA. The YAC is

comprised of 11 young people

from across the nation, who are

responsible for advising national

headquarters on strategies and issues concerning the organiza-

tion, representing Freedoms Foundation nationally and locally,

and adopting service projects and major initiatives that measur-

ably advance the mission of our organization. More specifical-

ly, within their first year, the YAC will be evaluating the pro-

grams, assisting with fundraising and awards, and helping the

volunteer chapters and national headquarters connect better.

Feasibility Study Identifies Opportunity

Middle School Civics and Character-Based Education

Through the generosity of the Jessie Ball duPont Fund in FY 2016,

a feasibility study was completed to determine the market for a

civics and character-based middle school program. Participa-

tion in the study consisted of 120 teachers and school adminis-

trators who were surveyed to determine the level of interest and

support for the idea. Political scientist and researcher, Diane

Owens from Georgetown University conducted the survey. Her

findings revealed significant support for a middle school pro-

gram focused on responsible citizenship and character. The

benefits of a middle school program include bringing civics and

character to students at an age where they are still forming

their identity while discovering and defining the principles that

will guide their development as citizens. In addition, we would

be bringing the programs to the schools, thus eliminating the

travel barrier. The program would be held for an entire grade

for increased impact (between 100—500 students). It would in-

clude a local service component, be national in scope, and

include impact measurements and a potential research com-

ponent. The middle school initiative will be further explored by

our board as a potential educational offering in the future.

6

Page 8: ANNUAL REPORT - Freedoms Foundation

HONOR

DISTINGUISHED CITIZEN

AWARD

Recipients:

Drs. Jack and Josephine

Templeton

From: Philadelphia, PA

Awarded: April 21, 2016

L to R: Frank Brulenski, Dr. Josephine Templeton, Michael Di Yeso

Distinguished Citizen Award

Honoring the Best of Our Great Nation

FY 2016 included the return of the Distinguished Citizen Award. With

strong commitment from our board, we were able to hold a success-

ful event on April 21st and recognize Dr. Josephine (Pina) and her late

husband Dr. Jack Templeton for their civic contribution.

Drs. Jack and Pina Templeton have epitomized responsible citizenship

by dedicating their lives to the service of others as both physicians

and philanthropists for more than four decades. With a steadfast

commitment to their faith, family, and country, both have been

champions of free enterprise, individual liberty, and a vision rooted

firmly in that of the Founding Fathers.

7

Page 9: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

Leavey Awards

Honoring Excellence in Private Enterprise Education

We honor acts of civic virtue….

2016 LEAVEY AWARD

Recipients: 12

From: 7 states and Puerto Rico

Awarded: $82,500

When: November 14, 2015

The 38th Annual Leavey Awards were held November 2015 in New Orle-

ans, marking the first year of a new three-year collaboration with the

National Council for Social Studies (NCSS). The goal of this newly formed

relationship is to help expose the Leavey Awards to a greater audience

of educators. Over 3,500 teachers attended the first year of this partner-

ship. As part of the new venture, Freedoms Foundation hosted an

awards luncheon and a mini Leavey Summit, and had a booth in the

exhibit hall.

In addition to the conference, the weekend was filled with great events,

including a special reception for the Leavey recipients at the National

World War II Museum. Guests honoring the teachers included members

of our New Orleans Chapter, Freedoms Foundation and the NCSS board

members, and Leavey Foundation Trustees, including Kathleen McCar-

thy Kostlan, daughter of Thomas and Dorothy Leavey.

The keynote address was given by Liz McCartney, CNN Hero and Co-

Founder of the St. Bernard Project. Liz and her husband established the

St. Bernard Project to help re-build New Orleans communities after Hurri-

cane Katrina. She talked about the ongoing impact of Hurricane Katri-

na on New Orleans 10 years later and the difference people are making

to help those in their community get back their lives.

AWARD RECIPIENTS Top Row L-R – Louis Castruccio – Trus-tee of the Thomas and Dorothy Leavey Foundation, Rusty Weatherly – Recipient, Luis Martinez – Recipient, Joanna Garner – Recipient, Jacquel-ine Prester – Recipient, Mark Lemons – Trustee of the Thomas and Dorothy Leavey Foundation, Danny Lulla – Recipient, Alex Rodriguez – Recipi-ent, Michael Di Yeso – President and FFVF and Francis Brulenski – Chair of FFVF. Bottom Row Seated L-R – Jennifer Armocida – Meritorious Recipient, Leslie Marlow – Recipient, Doris Lux – Recipient, Kathleen McCarthy Kostlan – Chair of the Thomas and Dorothy Leavey Foundation, Kimber-ly Heckart – Recipient, Nancy Chris-man – Recipient, Sandi Morgan – Recipient.

Leavey Award Legacy

In total, this important program has recognized over

600 teachers and awarded nearly $4 million dollars.

Liz McCartney, CNN Hero

and Co-Founder of the

St. Bernard Project

8

Page 10: ANNUAL REPORT - Freedoms Foundation

HONOR

NATIONWIDE CIVIC

RECOGNITION

In total, the National Awards

has recognized close to

57,000 citizens from all 50

states.

NATIONAL AWARDS

Recipients: 68 of the George

Washington Honor Medal

Broward County (Florida)

Chapter hosted awards

ceremony honoring recipi-

ent Amy DeCelle.

San Diego Chapter award

ceremonies honored Omar

Passons.

National Awards Program

Celebrating 66 Years of Recognizing Civic Contributions

During this fiscal year, Freedoms Foundation completed its 66th year of

recognizing citizens for their civic contributions through our nationally

recognized George Washington Honor Medal. Significant accomplish-

ments within our FY 2016 National Awards Program include:

Aligning all chapters to traditional February date, enabling us to pro-

mote our program and impact on a national level.

Added Hero Awards to our awards program, affording the chapters

the opportunity to recognize citizen acts outside the scope of the

GW Honor criteria. Roughly 50% of chapters participated in year

one.

Presented 68 awards during the 14 events held.

L-R: Brenda Ferich

(San Diego

Chapter President),

awardee Omar

Passons, and Ade-

le Lancaster (San

Diego Chapter

Member)

L-R: Amy DeCelle

(Awardee), Johnny

Castro (Broward

County Chapter

Member), and Abi

Montes (Broward

County Chapter

President)

9

Page 11: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

We honor acts of civic virtue….

Led by the Friends of the Medal of Honor Grove and the support of

generous donors in particular the Medal of Honor Foundation, we con-

tinue to make substantial improvements. Most notably was the contin-

ued resurfacing of the pathways within the Grove. The third section

was completed, and the fourth is scheduled for summer of 2016. The

remaining sections will be completed in FY17. The Friends also

launched an “Adopt an Acre” maintenance program during the year and over half of the 52 sites have been adopted.

The Medal of Honor Grove has undergone significant progress in the

past 6 years. The acres are groomed monthly, recipient names are up-

dated, paving of the roads are almost complete and trees have been

removed and replacements planted. Schools, companies, scouts,

veterans, active military and the community come together for

dozens of cleanup days throughout the year to achieve this.

Freedoms Foundation thanks

the volunteer organization that

has proven to be the greatest

advocates for The Grove, the

Friends of the Medal of Honor

Grove, for their dedication in

continuing to maintain and en-

hance the Grove.

Medal of Honor Grove

Honoring Recipients of Our Nation’s Highest Award for Valor

MEDAL OF HONOR RECIPIENTS

1871 Korean Campaign 15

Action Against

Philippine Outlaws 5

Boxer Rebellion 58

Civil War 1,523

Dominican Campaign 3

Haiti 1915 6

Indian War Campaigns 424

Interim 1866-1870 9

Interim 1866-1870 98

Interim 1901-1911 47

Interim 1915-16 8

Interim 1920-1940 18

Korean War 146

Mexican Campaign

(Vera Cruz) 55

Philippine Insurrection 88

2nd Nicaraguan

Campaign 2

Somalia Campaign 2

Special Legislation 4

Vietnam War 259

War in Afghanistan 12

War in Iraq 4

WAR With Spain 112

World War I 122

World War II 473

10

Page 12: ANNUAL REPORT - Freedoms Foundation

2015 Chapter of

the Year Awarded

to Broward County

CHALLENGE

Freedoms Foundation Chapters

A Heritage of Support

2015 Chapter of the Year Broward County Recognized for Outstanding Contributions

2015 marked the inaugural year for the

Chapter of the Year Award. The

Broward County Chapter was present-

ed with the award for their outstanding

contributions to our organization. Here

are just a few of the Chapter’s accom-plishments in 2015: increased its mem-

bership by 23 percent; brought in new

partner organizations to help support its

mission; sponsored 84 students to Spirit

of America; sent teachers to the Medal

of Honor Legacy Program; and held

several successful fundraisers, includ-

ing a Change = Change scholarship program.

The mission of Freedoms Foundation was truly exemplified in the

efforts of our volunteer chapters. Six Freedoms Foundation chap-

ters sponsored 31 teachers for our graduate teacher program,

with the Utah chapter sponsoring 18. Thank you for accepting

the challenge!

Development Manager Joins Louise Savarese Helps Chapters

Louise Savarese joins Freedoms Foundation to bring support to the

area of our volunteer chapters. In her role, she operates as a liaison

between Freedoms Foundation and our 26 chapters around the

country. She develops programs and communications and helps

groups become chapters. Louise brings her passion for American

history and the Constitution along with her desire to work within the

nonprofit community.

From the Philadelphia area, Louise received her BA in Politics / Amer-

ican Government from Catholic University, an MPA in Nonprofit Ad-

ministration from West Chester University of Pennsylvania, and an MA

in Political Philosophy from Villanova University. She brings mass-

market fundraising events experience and a fundamental belief in

the teaching of our founding documents and history.

Louise Savarese

Michael Di Yeso and Abi Montes

11

Page 13: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

We challenge all to reject apathy and get involved….

VOLUNTEER CHAPTERS

Arizona

Phoenix Area Chapter

Tucson Chapter

California

Kern County Chapter

Los Angeles County Chapter

Orange County Chapter

Sacramento Area Chapter

San Diego County Chapter

Florida

Broward County Chapter

Jacksonville Chapter

Pensacola Chapter

Louisiana

New Orleans Chapter

Massachusetts

Bay State Chapter

Missouri

St. Louis Chapter

Nebraska

Chase County Chapter

Omaha Chapter

New York

Central New York Chapter

Ohio

Greater Cincinnati Chapter

Oklahoma

Oklahoma City Chapter

Pennsylvania

Valley Forge Chapter

Tennessee

Chattanooga Chapter

Tri State Southeastern Chapter

Texas

Dallas Area Chapter

Houston Chapter

San Antonio Chapter

Utah

Utah Chapter

Virginia

Colonial Chapter

Mary Ball Washington Chapter

National Volunteer Chapters Meeting 47th Annual Event Brings Attendees from Across US

Chapter members from around the country convened at the Valley

Forge campus from September 10-13, 2015 for the 47th Annual

Freedoms Foundation National Meeting. Conference highlights

included a 9/11 Memorial Chapel Service and Heroes 5K run, news

and updates from the national office, a Q&A session with the

national board of directors, the Red, White, and Blue Banquet, and

an awards ceremony.

Among the excitement, three dedicated chapter members were

presented with the Chapter Member of the Year – Spirit of ’76 Award: Elizabeth Benton, Judge Joseph Ferrino, and Marilee Hawkins Cherry.

Elizabeth “Bankie” Benton of the Broward County and Mary Ball Washington Chapters played a crucial part in the Mary Ball Washing-

ton Chapter’s beginnings. Though her home state is Virginia, she has been an active member in Broward County previously serving as

President in both Chapters.

Judge Joseph Ferrino’s list of involvement with the Foundation is extensive and includes being the founder of the Bay State Chapter in

East Boston, MA. The judge has worked for years to send students to

the Spirit of America Youth Leadership Programs and support the

Medal of Honor Grove, all while serving the chapter in many different

capacities since its inception in 1981.

Being a part of three of the five volunteer chapters in California,

Marilee Hawkins Cherry has been a FFVF member for 47 years! With a

passion for youth education, Marilee has served as VP of Youth and

Programs; for the Orange County and Los Angeles Chapters as well

as the Western Region Advisor, National Board of Directors, and a

two term president of the Orange County Chapter.

12

Page 14: ANNUAL REPORT - Freedoms Foundation

Two very specific fundraising goals stood above the rest this year.

First, we wanted to reinvigorate our Development Committee

and second, fund 300 teacher scholarships for summer 2016. The

Development Committee led by Wally Nunn included John Hee-

nan, Jerry Poole, Rick Griffith, Chris Rothey and Bill Perry who

came together and focused their efforts behind raising $420,000

(an increase of $153,000 from the prior year) to fund the teacher

programs.

Reaching students through teachers is clearly the most efficient

method as each reaches an average of 100 students per year

resulting in a greater impact per dollar spent (vs. direct student

programs) and a very attractive value for our supporters. We

were extremely successful in FY 2016 as a result of increased fund-

ing from the Murdock Trust (increasing by 50%), the Bradley Foun-

dation (by 28%) and the Medal of Honor Foundation and Society,

who more than doubled their support.

These substantial results from both staff and Board members

brought us within $100,000 of our goal by midyear. After much

discussion, it was decided the final push would be to hold a fund-

raising dinner and reinstate the Distinguished Citizen Award. Led

by Mr. Nunn and co-event sponsors Messrs. Heenan and Poole,

the events captured the interest and support of the board at an

unprecedented level.

CHALLENGE

Development Initiatives Drive Growth Teacher Programs Expanded through Fundraising

MAJOR SPONSORS

M.J. Murdock Charitable Trust

The Lynde and Harry Bradley

Foundation

Medal of Honor Foundation

Freedoms Foundation Volun-

teer Chapters

2015 Medal of Honor Legacy Graduate Teacher Class

13

Page 15: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

We challenge all to reject apathy and get involved….

Inaugural Event Surpasses Goal Helps Reach Goal of 300 Teacher Scholarships

HOLD FOR QUOTE

INAUGURAL FUNDRAISING

EVENT

Attendees: 173

Money raised: $100,000

Scholarships sponsored: 72

Estimated student impact: Up

to 45,000

DISTINGUISHED CITIZEN AWARD

Recipients:

Drs. Jack and Pina Templeton

MEDAL OF HONOR GUESTS

(pictured from L to R)

Staff Sergeant Clinton

Romesha (Afghanistan)

Major General Patrick Brady

(Vietnam)

Sergeant First Class Melvin

Morris (Vietnam)

First Lieutenant Brian Thacker

(Vietnam)

An Evening With Freedoms Foundation: Celebrating Teachers,

Character, and the Medal of Honor is an annual event that

launched this year as a means to raise funds for teacher scholar-

ships. The idea was conceived and developed by our Board of

Directors and staff and held on April 21, 2016 and netted

$100,000. These proceeds along with increases in funding from the

M.J. Murdock Charitable Trust, the Medal of Honor Foundation,

and The Lynde and Harry Bradley Foundation made it possible for

Freedoms Foundation to achieve its goal.

The event was also used to present our Distinguished Citizen

Awards. Drs. Josephine Templeton and the late John Templeton

were awarded and recognized for their lifetime commitment to

civic education and character development. (See page 8)

Celebrating Teachers, Character, and the Medal of Honor was

the first fundraiser held since 1994. The event was held to raise

funds for teacher scholarships to attend our Medal of Honor Lega-

cy program.

14

Page 16: ANNUAL REPORT - Freedoms Foundation

Foundation Benefactor $10,000+

AMVETS National Auxiliary

The Armstrong Foundation

Lynde and Harry Bradley Foundation

Congressional Medal of Honor Society

Estate of James S. Copley

David K. Richards 1995 Charitable Re-

mainder Unitrust

Mrs. Howard Deshong

Express Marine

HD Smith Foundation

Mr. & Mrs. John C. Heenan

Ms. Suzanne Hooper

Lipstein Family Foundation

M.J. Murdock Charitable Trust

Malvern Federal Savings Bank

Mrs. Kathleen L. McCarthy

Medal of Honor Foundation

Mr. William O. Perry

Phoenixville Community Health Foun-

dation

Mr. & Mrs. Jerry D. Poole

Psalm 103 Foundation

Radian Guaranty

Mr. Wallace Nunn

The Snider Foundation

Foundation Partner $5,000-$9,999

Aqua Charitable Trust

Mr. Michael Azeez

The Boeing Company

Mr. Richard S. Griffith, Jr.

Hoxie Harrison Smith Foundation

Jessie Ball duPont Fund

Mt. Rose Partners

Mr. Ernest Smith

Ten November Management LLC

UHS of Pennsylvania, Inc.

Foundation Patron $1,000-$4,999

Anonymous

63rd Infantry Division Association

The Abraham Lincoln Foundation

Ms. Marion F. Andrews

Bank of America

Foundation Patron $1,000-$4,999 continued

Anonymous

BlackRock Financial Management, Inc.

Mr. & Mrs. Francis C. Brulenski

Charles J. Gilland AMVETS Post 172

Clara Schlichtemeier Charitable Trust

CliftonLarsonAllen LLP

Connelly Foundation

Dillon Foundation

Dr. Sara Drury

DSI Realty

Mr. James Eastwood

Encore Series, Inc.

Freedoms Foundation Broward County

Chapter

Freedoms Foundation Oklahoma City

Chapter

Fidelity Charitable Gift Fund

First Resource Bank

Frank J. Lewis Foundation

Mr. Charles R. Gerow

Mrs. John F. Hardison

Mr. Christopher J. Holshek

Independence Blue Cross

Mr. Adrian King

Mr. & Mrs. Timothy F. Krug

Mr. & Mrs. Gary Lux

Marcum LLP

Mr. & Mrs. Gary R McDowell

Mr. James McErlane

Mr. Christopher W. McNichol

Merck Foundation

Mr. Richard A. Mulford

Mrs. Elizabeth S. Pankey

PECO Energy Company

Pepper Hamilton LLP

Ms. Kathryn R. Polster

Mrs. M. Marie Robinson

Mr. Christopher M. Rothey

Royal Bank of America

The Scholarship Foundation

Capt. & Mrs. Russell K. Schulz, USN,

(Ret)

Mr. Douglas Sheehan

Mr. Richard Sias

Strake Foundation

Mrs. Evelyn Rome Tabas

Mr. Peter Tague

Mr. John M. Thornton

Foundation Patron $1,000-$4,999 continued

UM Holdings LTD

The Union League of

Philadelphia

United Way of Greater

Philadelphia & SNJ

Estate of Ida Wolfe

Mr. & Mrs. James M. Zinkand

Junior Amvets Post 49

Ben Franklin Associate $500-$999

Mr. H.A. Aarsonson

The Brickman Group Ltd, LLC

Mr. Bruce M. Brown

Mr. & Mrs. Jeff Dill

Mrs. Ora L. Easley

Mrs. Henry Freede

GE Foundation Matching Gifts Pro-

grams

H.C. Wood, Inc.

Mrs. Florence Hart

Mr. Daniel Heenan

Mr. Ronald Henry

Ms. Liz (Deborah) Hinkle

Junior Amvets Post 49

Mr. Bruce Kabrich

Mr. David D. Light

Mr. & Mrs. John Long

Ms. Constance W. McMillin

Muller, Inc

Mrs. Jeanne McDonald Powers

Mr. Eyal Shapira

Mr. Keanneard L. Steigelman

Mr. Ed Turzanski

Mr. Mitch Vidovich

Alexander Hamilton Associate $100-$499

7th Engineers Battalion

Mr. Frank Altiere III

AMVETS Ladies Auxiliary #8

AMVETS Post 6

AMVETS, CA Post 56

Mr. Joren Anderson

DONORS

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Page 17: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

Alexander Hamilton Associate $100-$499 continued

LTC Robert B. Anderson

Mrs. Joyce Arnold

Dr. Barry Asmus

Elder M. Russell Ballard

Ms. Marcia M. Bartlett

Mrs. Connie J. Bawden

Mrs. William M. Benton

Mr. & Mrs. Bernard E. Berlinger, Jr.

Ms. Deborah Biondo

Dr. and Mrs. Robert P. Black

Boscov's Travel Center

Mr. and Mrs. Don C. Boulton

Boys & Girls Clubs of Philadelphia

Mr. Jason Breeden

Brown & Brown Insurance

Mrs. Meredith K. Caskie

Mr. and Mrs. Hal Cochran

Mrs. Rachel Cohen

Ms. Dorothy Connors

Mr. & Mrs. Jim Cook

Mrs. Gloria Dahl

DAV Aux., Dept. of Oregon

DAV Aux., Springfield Unit 42

DAV Auxiliary, Grand Prairie

Unit 42

DAV Auxiliary, Unit 26

DAVA Manatee County Unit 18

Dayton Lock Company LLC

Mrs. Carla M. Dehmlow

Delaney & Fritz, P.C.

Mr. and Mrs. Michael E. Di Yeso

Ms. Ouida W. Dickey

Mrs. Rosalee B DiIulio

Mr. Anthony R. Dipietro

Disabled American Veterans

Mr. Ron Duek

COL & Mrs. Harry V. Dutchyshyn,

USA (Ret)

Mr. and Mrs. John M. Eckman

Elite Coach

Mr. and Mrs. Dean W. Elson

Ms. Jane Evans

Mr. and Mrs. Ed M. Farrow

Dr. & Mrs. Alan D. Fegley

Ms. Brenda Ferich

Freedoms Foundation Bay State

Chapter

Ms. Patricia Fiedler

Mr. Robert Ford

Alexander Hamilton Associate $100-$499 continued

Mr. & Mrs. Earl M. Forte

Mrs. Vivian Fountain

Franklin Flooring, Inc

Mr. Chalres J. Friedrichs

Friends of the Forgotten

Mrs. Louise B. Gabriel

Major Arthur G. Gaetjens

Capt. & Mrs. Richard Gardner

Mrs. Nina L. Gaskin

Mrs. J. M. Gillman

Gold Star Wives of America, Inc.

Great Council of MD

Ms. Carol T. Gregston

Mr. and Mrs. Emmett Gruici

Mr. Patrick Guinnane

Mrs. Martha Rogers Haas

Ms. Tracy Hardgrove

Mr. and Mrs. Robert Harper

Mrs. Glena Haskin

Mrs. Ruth A. Hilliard

Mr. Gordon A. Hobbs

Mr. & Mrs. Stephen Holt

Ms. Nancy Howard

Ms. Christa Iannone

Improved Order of Red Men

JDog Franchises, LLC

Ms. Lori Johannsen

Mr. and Mrs. Norbert Johnson

LTC Harry M. Jones

Mr. and Mrs. Carl F. Jumps

Mr. R. Richardson King

Ms. Margaret Kott

Mr. & Mrs. Richard Kunkle

Mr. & Mrs. Thomas Lancaster

Mr. Mark Langley

Ms. Kay E. Le Doux

Ms. Vera Le Veque

Mr. & Mrs. Charles F. Lehman

Mr. & Mrs. Leon L. Levy

Ms. Geraldine B. Light

Ms. Michelle Lippincott

Little Sandy Creek Ruritan Club

Mrs. Mary M. Logasa

Mr. & Mrs. Frank E. Loiacono

Mrs. Melissa E. Lovelady

Ms. Rose Anne Mangarella

Mr. Mitchell Marantz

Miss Paula F. Maras

Alexander Hamilton Associate $100-$499 continued

Col. Walter J. Marm, USA (Ret.)

Ms. Carolyn F. Martin

Mr. & Mrs. David E.S. Marvin

Mr. & Mrs. Don McClure

Mr. Allen P. McCombs

Mrs. Jeanne McDonald

McIntyre, Marie Estate of

Ms. Marcela H. McKenna

Rep. & Mrs. George Moraitis

Mr. & Mrs. Mark J. Morgan

Ms. Amanda Muckle

Mr. & Mrs. Christopher J.

Murphy

Network for Good

Mrs. Julie Noble

Mr. Scott Novinger

Mr. Frederick H. Nusbickel

Mr. and Mrs. Gerald O'Dell

Mr. Michael Olsan

Mr. Brandon J. Owens

Mr. & Mrs. Robert Owens

Mr. & Mrs. Lanny R. Patten

Philadelphia Continental

Chapter, SAR

Philadelphia Premium Outlets

Ms. Nicole Philipp

Phoenixville Federal Bank & Trust

Pirtle Construction

Mr. Jason Raia

Mrs. Clare Rattan

Mr. James Ret

Mr. Oscar Rodriguez

Mr. Stephen Rowe

Royal Bank of America

Ms. Milagros Samson

Dr. Edward M. Scahill

Ms. Carol Ann Scanlon

Mr. and Mrs. Robert Schlichter

Mr. & Mrs. Chad J. Simmons

Mr. Gerald D. Skidmore

Ms. Julieta A. Skokan

Mr. Lee Sorenson

Ms. Ana Maria Sosa

Ms. Beth Specker

John T Stanley and Family

Mr. Gene Stern

Mr. and Mrs. Russell K. Stokes , Jr.

The Summit Church

Mr. Benito Tauro

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Page 18: ANNUAL REPORT - Freedoms Foundation

DONORS

Valley Forge Patriot $50-$99 continued

DAVA ‑ Ernestine Schumann‑Heink

Unit 2

DAVA, NEDAVA, Unit #19

Mr. Thomas J. Diedrich

Mr. J. William Ditter, Jr.

Mr. Jeffrey J. Droessler

Mr. Joe Dwigans

Exelon Corporation

Ms. Jencie Fegan

Ms. L. Dean Forman

Mr. Wilbur B. Frable

Mr. & Mrs. Jack R. Fulp

Ms. Lisa A Gangloff

Kay Geiger

Mr. and Mrs. Jerry L. Goss

Ms. Julie Grigsby

Ms. Silvia Gutierrez

Ms. Stacey Han

Ms. Marley Kay Hanson

Ms. Tamara Harmon

Dr. & Mrs. Jerome Heard

Mr. Howard Henning

Mr. & Mrs. Richard E. Herald

Dr. Charles W. Hofer

Mr. Paul Hollandsworth

Ms. Elizabeth Holmes

James W. Houlihan, USAFR

Mr. Stephan Kaftan

Mr. Paul E. Kalejta

Ms. Brenda E. Keener

Mr. Jason Komarek

Mrs. Charles E. Lavis

Mr. Thomas B. Materazzo

Col. James R. McConnell

Mrs. Dolores Law

Ms. Kay E. Ledoux

Mrs. Lane J. Liebman

Mr. Dana E. Manigold

Mr. Brad Marz

Mr. and Mrs. Byron C. McGregor

Mrs. Claire McNamara

Mrs. Carolyn McNeal

Ms. Barbara Melvin

Mr. Bryan Milliren

Mr. & Mrs. G. William Minner, Jr.

L.R. Morgan, Jr.

National Society, Daughters of the

American Colonists

Alexander Hamilton Associate $100-$499 continued

Lynda Groh and Thad Karbowsky

Mr. and Mrs. Donald I. Thiess

Mr. and Mrs. Edwin A. Thomas

Erna H. Thompson, USA (Ret)

Ms. Jamie Thornberry

Ms. Faith Tiberio

Travis Manion Foundation

Mr. & Mrs. Oscar Troutman

Mr. & Mrs. William G.L. Turner

Valley Forge Pizza & Restaurant, Inc.

Mr. John Vander Zee

Veterans Foreign Wars of Ohio

VFW Post 1754

Mr. John E. Wade

Mr. & Mrs. Clark W. Waring

Mr. Thomas Weikert

Mr. & Mrs Raymond H. Welsh

Ms. Annaliese White

Ms. Carol Willard

Mr. & Mrs. Jeffrey D. Wilson

Col. and Mrs. Richard J. Wright

Mr. & Mrs. Tongxin Xie

Mr. & Mrs. James E. Youngblood Your Part‑Time Controller, LLC

Valley Forge Patriot $50-$99

Mrs. Virginia Aloe

American Legion Auxiliary

American Legion Auxiliary, Unit 584

AMVETS Post No. 136

Mr. & Mrs. M.A. Arnold

Mrs. Nancy W. Battin

Mr. & Mrs. Eugene R. Bavis

Mr. Michael P. Bennett

Mr. Stewart J. Bonem

Mr. Neal E. Bosshardt

Mr. Richard D. Brown

Ms. Renee Cavanaugh

Colome American Legion Aux.,

Thayer‑Waters Unit#146

Mr. & Mrs. Jim Cook

Mr. Wes Cook

Mr. Chris Cralle

DAV Auxiliary, Dept. of MN

Valley Forge Patriot $50-$99 continued

Mr. Gerald C. Nord

Mr. Gerard C O'Donnell

Ms. Mary Jo Ormsbee

Mr. Steven Ostrow

Mrs. Marilyn Paige

Mr. Mark Paloolian

Ms. Jennifer J. Phillips

Plymouth Whitemarsh High School

Mr. Don M. Powers

Ruth Humphreys & Ran Ratchford

Mr. Robert A. Renkert

Ms. Beatrice Restifo

Mr. & Mrs. Anthony R. Rosa

Mr. Robert T. Rosato

Mrs. Mary Ellen Rosen

Mr. Robert C. Sand

Mr. & Mrs. Ray Sanders

Mr. & Mrs. Joseph Scarlett

Mr. Blair W. Schoeb

Miss Diane L. Schuster

Mr. and Mrs. Bruce W. Scollin

Maurice J. Shine, USN (Ret)

Ms. Carol Shipley

Mrs. Joyce Skinner

Ms. Debora L. Sloane

Mrs. Marzel V. Stafford

Mr. Damon Summers

Mr. Carl Thornton

Mrs. Jennie Tiemeyer

Mr. David Weikel

Richard P. Wilking, USN (Ret.)

Mr. C. James Williams III

Mrs. Marilyn A. Wright

Mr. Laurence J. Wulker

Mr. & Mrs. James G. Yoe

Ms. Mary Ruth Yoe

17

Page 19: ANNUAL REPORT - Freedoms Foundation

FREEDOMS FOUNDATION

Assets Liabilities and Net Assets

CURRENT ASSETS CURRENT LIABILITIES

Cash $ 269,645 Capital Lease, Current Portion $ 9,290

Accounts Receivable, Net 62,506 Accrued Expenses 56,005

Bequest Receivable, Net 20,004 Deferred Revenue 77,995

Prepaid Expenses and Other Assets 48,465 Accounts Payable 154,428

Total Current Assets 400,620 Total Current Liabilities $ 297,718

INVESTMENTS 8,088,563 LONG TERM LIABILITIES

Accrued Liabilities 90,501

REAL ESTATE AND EQUIPMENT 2,484,959 Total Long-Term Liabilities 90,501

BENEFICIAL INTEREST IN PERPETUAL

TRUST

263,490

Total Liabilities

355,926

Total Assets 11,237,632

NET ASSETS

Unrestricted $ 6,383,298

Temporarily Restricted 827,614

Permanently Restricted 3,638,501

Total Net Assets 10,849,413

Total Liabilities and Net Assets $ 11,237,632

10%

22%

21%18%

16%

5%8%

Investments $211,421

Organizations $454,998

Foundations $415,491

Programs $356,413

Individuals $318,301

Estates $94,277

Corporations $164,370

64%11%

12%

13%

Educational Programs $1,377,949

Administrative $236,176

Fund Development $263,176

Awards Program $265,721

2016 Expenses - $2,143,558 2016 Revenue: $2,015,270

JULY 1, 2015—JUNE 30, 2016 FINANCIALS

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Page 20: ANNUAL REPORT - Freedoms Foundation

OUR MISSION

We educate about American rights

and responsibilities, honor acts of

civic virtue, and challenge all to

reject apathy and get involved.

19