2024-02-14T08:02:49-06:00 2023-03-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2022-04-01 205804684 GLEASON FAMILY FOUNDATION GLEA 2092176799 13981 BOWMAN ROAD PINE GROVE CA 95665 KIMBERLY MADSEN CFO 2092176799 2024-02-13 1 KIMBERLY MADSEN 999009999 0 TAMARA L MCINERNEY P00011797 6508556800 2024-02-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 139656515 X X 473412 1787806 932422 932422 932422 19380572 30174820 19152446 13933 12837 20800339 21885511 737457 19429 718028 343799 0 343799 116122 0 155332 106372 15944 47833 202793 204414 59541 329169 0 39169 175980 175880 8152 83 8266 957462 818271 75542 2977306 1234021 1447510 11024824 8076949 14002130 1234021 9524459 6798209 20651490 1037630 3252720 3252720 382168 300035 382168 382168 58341 61227 61227 131287334 103664301 103664301 0 14917264 14917264 8338339 3567912 4946307 4770427 17289055 89427 89297 89297 4134 3651 583 483 483 5713948 0 0 143433605 127137887 139656515 460468 293220 2277848 5225723 705000 355000 3443316 5873943 X 139990289 121263944 139990289 121263944 143433605 127137887 139990289 6798209 0 146788498 25524554 121263944 REDEMPTION OF GLEASON CORP SHARES D 2022-04-30 2023-03-31 24174820 1074794 23100026 23100026 BLACKROCK PASSTHROUGH INCOME P 3964349 -3964349 -3964349 SALE OF 67 MARK DR 5% ALLOCATED TO NII P 2010-09-07 2022-04-08 16769 16769 19152446 287056 0 287056 0 287056 672630 0 0 0 672630 0 385574 385574 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 1 N/A TRACY GLEASON 2092176799 13981 BOWMAN ROAD PINE GROVE CA 95665 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JAMES S GLEASON 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 1.00 3000 0 0 JANIS F GLEASON 13981 BOWMAN ROAD PINE GROVE CA 95665 VP 0.50 6000 0 0 TRACY R GLEASON 13981 BOWMAN ROAD PINE GROVE CA 95665 CHAIRMAN, PRESIDENT AND CEO 50.00 388585 55372 0 ALBERT W MOORE 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 0.50 7000 0 0 GARY J KIMMET 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 0.50 7000 0 0 JEFFERY P ROBINSON 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 0.50 7000 0 0 KIMBERLY L MADSEN 13981 BOWMAN ROAD PINE GROVE CA 95665 CFO, SECRETARY AND TREASURER 50.00 204691 58809 0 CLARE H MULLIN 13981 BOWMAN ROAD PINE GROVE CA 95665 EXEC PROGRAM DIRECTO 50.00 268579 70542 0 NICOLLE W DOUGHERTY 13981 BOWMAN ROAD PINE GROVE CA 95665 EXEC ASSISANT 40.00 75220 44169 0 0 FRANCISCO ROCHIN 50 CALLEJON DE LOS NINOS EL PEDREGAL LOS CABOS MX CP 23450 PROPERTY MANAGEMENT 168129 BLACKROCK PO BOX 978647 DALLAS TX 753978647 INVESTMENT MANAGEMENT 157624 BPM LLP 2001 NORTH MAIN ST SUITE 360 WALNUT CREEK CA 94596 ACCOUNTING 84000 0 0 124533632 5237796 17289055 147060483 0 0 147060483 2205907 144854576 7242729 7242729 287056 287056 6955673 0 6955673 0 6955673 9524459 0 9524459 6955673 0 0 2566269 7258134 11626129 4208361 16029467 41688360 9524459 0 0 0 6955673 2568786 0 0 44257146 0 0 0 0 0 0 2566269 41690877 7258134 11626129 4208361 16029467 2568786 KIMBERLY MADSEN 13981 BOWMAN ROAD PINE GROVE CA 95665 2092176799 COMPLETED APPLICATION AND A LETTER INCLUDING DESCRIPTION AND NEEDS OF THE ORGANIZATION. N/A MOST NEW GRANTS AWARDED RELATE TO IMPROVING K-12 EDUCATION. NATIONAL RIGHT TO WORK LEGAL DEFENSE 8001 BRADDOCK ROAD SPRINGFIELD VA 22151 NONE PC GENERAL SUPPORT 125000 ASSOC OF AMERICAN EDUCATORS FOUNDATION 2560 HUNTINGTON AVENUE SUITE 301 ALEXANDRIA VA 22303 NONE PC GENERAL SUPPORT 100000 REASON FOUNDATION 5737 MESMER AVENUE LOS ANGELES CA 902306316 NONE PC GENERAL SUPPORT 100000 NATIONAL MERIT SCHOLARSHIP CORPORATION PO BOX 99389 CHICAGO IL 606939389 NONE PC GENERAL SUPPORT 49920 AMERICAN RED CROSS BAY AREA 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 CALIFORNIA TEACHERS EMPOWERMENT NETWORK 22720 CAVALIER ST WOODLAND HILLS CA 91364 NONE PC GENERAL SUPPORT 60000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 100000 GOLDWATER INSTITUTE THE 500 EAST CORONADO ROAD PHOENIX AZ 85004 NONE PC GENERAL SUPPORT 135000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 100000 PACIFIC RESEARCH INSTITUTE PO BOX 60485 PASADENA CA 91116 NONE PC GENERAL SUPPORT 200000 ROCHESTER INSTITUTE OF TECHNOLOGY-KGCOE 77 LOMB MEMORIAL DRIVE ROCHESTER NY 146235603 NONE PC GENERAL SUPPORT 260000 EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 400000 INSTITUTE FOR JUSTICE 901 N GLEBE RD SUITE 900 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 500000 AMERICAN RED CROSS BAY AREA 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 LILI'S LEGACY SENIOR DOG SANCTUARY PO BOX 751002 PETALUMA CA 94975 NONE PC GENERAL SUPPORT 2500 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC GENERAL SUPPORT 2500 ALZHEIMER'S FOUNDATION OF AMERICA 322 8TH AVE 16TH FLOOR NEW YORK NY 10001 NONE PC GENERAL SUPPORT 2000 UNITED WAY OF GREATER ROCHESTER INC 75 COLLEGE AVENUE ROCHESTER NY 14607 NONE PC GENERAL SUPPORT 1000 HARLEY SCHOOL 1981 CLOVER STREET ROCHESTER NY 146183299 NONE PC GENERAL SUPPORT 1000 ELMWOOD FRANKLIN SCHOOL 104 NEW AMSTERDAM AVENUE BUFFALO NY 14216 NONE PC GENERAL SUPPORT 1000 FOODLINK INC 1999 MT READ BLVD ROCHESTER NY 14615 NONE PC GENERAL SUPPORT 1000 HORIZONS AT THE HARLEY SCHOOL 1981 CLOVER STREET ROCHESTER NY 14618 NONE PC GENERAL SUPPORT 1000 AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 3000 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 NONE POF GENERAL SUPPORT 2277848 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 NONE POF GENERAL SUPPORT 3438261 FACE 450 HIGHLAND AVENUE FALL RIVER MA 02720 NONE PC GENERAL SUPPORT 6000 MATCHING GRANTS 13981 BOWMAN ROAD PINE GROVE CA 95665 NONE PC GENERAL SUPPORT 5000 GLEASON FUNDED LIFE BENEFIT PLAN 13981 BOWMAN ROAD PINE GROVE CA 95665 NONE PC GENERAL SUPPORT 4920 8076949 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 NONE POF GENERAL SUPPORT 5225723 5225723 14 473412 16 932422 14 13933 18 19380572 0 20800339 0 20800339 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 106372 15944 47833 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS BAJA CALIFORNIA S MX 2020-02-25 150000 THE PURPOSE OF THE GRANT IS TO PROVIDE FUNDS FOR THE LOS NINOS DEL CAPITAN A.C. RENOVATIONS, REPAIRS AND EXPANSION OF THEIR CURRENT FACILITY WHICH ENABLES THEM TO PROVIDE AFTER SCHOOL CARE TO MANY CHILDREN WHO OTHERWISE WOULD BE CONSIDERED "LATCH KEY" CHILDREN. 100000 NONE 3/25/21, 2/25/22 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION INC 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 2021-11-08 710000 THE PURPOSE OF THE GRANT WAS TO ENABLE THE GRANTEE TO ESTABLISH AN EDUCATION MATERIALS FULFILLMENT CENTER IN NEW HAMPSHIRE, IN ADVANCEMENT OF ITS EXEMPT PURPOSES, WITH THE GOAL OF PROVIDING EDUCATIONAL RESOURCES TO 26,000 K-12 SCHOOLS AND NONPROFIT ORGANIZATIONS ANNUALLY, AS PART OF THE GRANTEE'S NATIONAL SCHOOL CHOICE WEEK PROGRAMMING, AND FOR GENERAL OPERATING SUPPORT. 710000 NONE 1/4/22, 3/25/22, 5/31/22, 11/15/22, 2/22/23 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION INC 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 2021-12-03 7255615 THE PURPOSE OF THE GRANT WAS TO SUPPORT THE GRANTEE'S CORE CHARITABLE PROGRAMS, IN ADVANCEMENT OF ITS EXEMPT PURPOSES, INCLUDING NATIONAL SCHOOL CHOICE WEEK (NSCW), THE DEVELOPMENT AND MAINTENANCE OF A COST-FREE ONLINE PORFOLIO OF SCHOOL NAVIGATION RESOURCES FOR PARENTS, AND THE ESTABLISHMENT OF A SPANISH-LANGUAGE K-12 EDUCATION AWARENESS PROJECT, AND FOR GENERAL OPERATING SUPPORT IN FY 2022-23 (APRIL 1, 2022, TO MARCH 31, 2023). 3231113 NONE 3/25/2022, 7/20/22, 11/15/22, 2/22/23 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION INC 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 2022-02-22 500000 THE PURPOSE OF THE GRANT WAS TO SUPPORT THE GRANTEE'S DEVELOPMENT OF THREE CHARITABLE PROGRAM WEBSITES AND DIGITAL PLATFORMS, IN ADVANCEMENT OF ITS EXEMPT PURPOSES, INCLUDING SITES AND FUNCTIONALITY TO HOST AND DISSEMINATE THE NATION'S LARGEST COST-FREE ENGLISH- AND SPANISH-LANGUAGE SCHOOL NAVIGATION RESOURCE PORFOLIOS FOR PARENTS ACROSS THE U.S. 322522 NONE 2/22/23 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION INC 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 2022-03-10 5981482 THE PURPOSE OF THIS GRANT (IN-KIND) WAS TO PROVIDE THE GRANTEE WITH THE GRANTOR'S INVENTORY OF EDUCATIONAL MATERIALS, SUPPLIES, AND INTELLECTUAL PROPERTY (IP), INCLUDING BRANDED ITEMS, BOOKLETS, SIGNAGE, AND OTHER APPAREL USED FOR THE NATIONAL SCHOOL CHOICE WEEK CHARITABLE PROGRAM, WHICH WAS PREVIOUSLY MANAGED BY THE GRANTOR AND HAS SUBSEQUENTLY BEEN SPUN OFF TO THE GRANTEE. 355913 NONE 3/20/23 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION INC 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 2022-09-09 8663984 THE PURPOSE OF THE GRANT IS TO ADVANCE BROAD AND EQUAL PUBLIC AWARENESS OF K-12 EDUCATION OPTIONS ACROSS ALL 50 STATES BY OPERATING TWO CORE CHARITABLE PROGRAMS, NATIONAL SCHOOL CHOICE WEEK AND THE DEVELOPMENT OF SCHOOL NAVIGATION RESOURCES, AND TO CONDUCT THE FY 2023-24 ACTIVITIES AS DESCRIBED IN THE PROPOSAL. 334119 NONE 3/23/23 SALE OF 67 MARK DR 2010-09 PURCHASED 2022-04 6000000 5695947 COST 0 304053 CHARLES SCHWAB FIXED INCOME 14917264 14917264 CORPORATE STOCK 40191934 40191934 BLACKROCK POOLED EQUITY FUND 63472367 63472367 PARTNERSHIP INVESTMENTS AT COST 89297 89297 SECURITY DEPOSIT 18000 ASSET HELD FOR SALE 5695948 UNREALIZED LOSSES 25220501 ADJUSTMENT FOR GAIN RECOGNIZED ON SALE OF 67 MARK DR 304053 BANK SERVICE CHARGES & FEES 1107 0 1399 COMPUTER & SOFTWARE 4982 0 5128 DUES 1375 0 1375 INSURANCE 12627 0 12627 MAINTENANCE & REPAIRS 5262 594 11277 MEALS & ENTERTAINMENT 4032 202 3830 OTHER FEES & LICENSES 543 0 544 PAYROLL ADMINISTRATION FEES 20418 0 20418 POSTAGE 558 0 558 REAL ESTATE INVESTMENT EXPENSES 889903 817142 0 SHIPPING 0 0 1206 SUPPLIES 2043 0 2043 TELEPHONE 7240 0 7018 WORKERS' COMP 1797 0 1797 UTILITIES 5575 333 6322 OTHER BLACKROCK PORTFOLIO INCOME 13933 12837 13933 DEFERRED FEDERAL EXCISE TAX 705000 355000 COMPUTER SERVICES 10598 0 17685 INVESTMENT FEES 157744 204414 0 OTHER 34451 0 41856 REGISTRATION FEES 800 0 800 PROPERTY TAX 1538 0 1538 PAYROLL TAXES 36831 0 36831 EXCISE TAX 290000 0 0