2023-06-26T15:42:50-05:00 2022-12-31 050255779 SANSIVERI KIMBALL & CO LLP 50 HOLDEN STREET PROVIDENCE RI 02908 990 2022-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 SUSAN LUDWIG PRESIDENT 8605350786 2023-06-26 1 SUSAN LUDWIG 999009999 0 LINDA M PEARSON CPA P02361807 4013310500 2023-06-27 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN LUDWIG 394 TAUGWONK ROAD STONINGTON CT 063781807 18546972 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION PARTNERS WITH THE COAST GUARD TO PROVIDE RESOURCES TO MEMBERS AND FAMILIES THAT BUILD RESILIENCE AND STRENGTHEN THE ENTIRE COMMUNITY. 28 27 23 100 0 0 9604919 11251377 0 0 1082459 865022 -281364 -636569 10406014 11479830 3148891 5787298 0 0 2380583 2539341 270396 480693 2371088 1863143 2449035 7663013 11256367 2743001 223463 21630462 21004105 848762 3140254 20781700 17863851 X THE COAST GUARD FOUNDATION: - SUPPORTS COAST GUARD MEMBERS THROUGH MORALE, WELLNESS AND COMMUNITY BUILDING PROJECTS, EDUCATION AND WORKFORCE DEVELOPMENT ASSISTANCE, AND RECOGNITION PROGRAMS THAT HONOR THEIR SERVICE TO AMERICA. - EMPOWERS COAST GUARD SPOUSES WITH GRANTS TO HELP THEM ACHIEVE COLLEGE DEGREES OR PROFESSIONAL CERTIFICATIONS, GIVING THEM PERSONAL FULFILLMENT AND BOOSTING THE FAMILY'S FINANCIAL STABILITY. - INVESTS IN COAST GUARD CHILDREN THROUGH SCHOLARSHIPS THAT MAKE THE DREAM OF COLLEGE A REALITY, AND COMPREHENSIVE EDUCATION SUPPORT FOR THOSE WHO HAVE LOST A COAST GUARD PARENT IN THE LINE OF DUTY DURING AN OPERATIONAL MISHAP. - ASSISTS COAST GUARD FAMILIES THROUGH TRAGEDY ASSISTANCE WHEN A COAST GUARD MEMBER IS INJURED OR DIES IN THE LINE OF DUTY OR WHEN A FAMILY MEMBER DIES, AND EMERGENCY RELIEF WHEN THEY SUFFER A SIGNIFICANT LOSS DURING A DISASTER. 0 0 4722936 4292143 SUPPORT TO MEMBERS OF THE UNITED STATES COAST GUARD:THE COAST GUARD FOUNDATION'S SUPPORT FOR COAST GUARD MEMBERS ENHANCES THEIR MISSION READINESS AND RESILIENCE. THROUGH FITNESS AND RECREATION GEAR, AS WELL AS RESILIENCY TRAINING AND RETREATS, WE PROMOTE MORALE AND WELLNESS INITIATIVES. THE COAST GUARD FOUNDATION PROVIDES EDUCATION AND WORKFORCE DEVELOPMENT ASSISTANCE TO MEMBERS PURSUING COLLEGE DEGREES OR PROFESSIONAL CERTIFICATIONS TO BETTER PREPARE THEM FOR THEIR ASSIGNED DUTIES AND SET THEM UP FOR FUTURE SUCCESS. 418239 167727 SUPPORT TO THE CORPS OF CADETS AT THE COAST GUARD ACADEMY:THE COAST GUARD FOUNDATION SUPPORTS THE COAST GUARD'S FUTURE OFFICER CORPS THROUGH LEADERSHIP DEVELOPMENT PROGRAMS, DIVERSITY AND INCLUSION INITIATIVES, ACADEMIC ENRICHMENT, AND ATHLETICS AND CLUB ACTIVITIES AT THE COAST GUARD ACADEMY. 1573200 1327428 SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION PROVIDES GRANTS AND SCHOLARSHIPS FOR SPOUSES AND COLLEGE-AGE CHILDREN OF COAST GUARD MEMBERS. THE FOUNDATION UPGRADES THE COAST GUARD LOCATIONS AND FAMILY HOUSING AREAS WITH PROJECTS SUCH AS RECREATION FACILITIES. IN TIMES OF TRAGEDY, WHEN A COAST GUARD MEMBER DIES OR IS CRITICALLY INJURED WHILE ON ACTIVE DUTY, THE COAST GUARD FOUNDATION OFFERS COMFORT AND ASSISTANCE TO THE FAMILY AND FRIENDS OF THE FALLEN. IN TIMES OF EMERGENCIES AND NATURAL DISASTERS THE FOUNDATION STEPS IN TO RELIEVE THE IMMEDIATE NEEDS OF COAST GUARD FAMILIES. THE FALLEN HEROES SCHOLARSHIP PAYS THE COST OF A COLLEGE EDUCATION FOR THE CHILDREN OF A COAST GUARD MEMBER WHO IS KILLED IN THE LINE OF DUTY DURING AN OPERATIONAL MISHAP. 1192330 PUBLIC AWARENESS:THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE UNITED STATES COAST GUARD BY MAKING THE PUBLIC AWARE OF THE BENEFITS OF A STRONG COAST GUARD. THROUGH A PUBLIC SERVICE ANNOUNCEMENT CAMPAIGN, THE FOUNDATION HIGHLIGHTS THE DEDICATION AND BRAVERY OF COAST GUARD CREWS. BY HONORING COAST GUARD MEMBERS AT EVENTS, SUCH AS TRIBUTE DINNERS, THE FOUNDATION SHOWCASES THE BRAVERY AND PERFORMANCE EXCELLENCE OF THE SERVICE. 1192330 7906705 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY MD FL CA RI AL WA AZ AK MI NJ AR GA IL KS KY LA ME MN MS NC ND NH NM OH OK OR PA SC TN UT VA WI WV CT MO HI DC X X X SUSAN LUDWIG 8605350786 394 TAUGWONK ROAD STONINGTON CT 06378 SUSAN LUDWIG PRESIDENT 45.00 X X 241415 0 21636 THOMAS A ALLEGRETTI CHAIRMAN 20.00 X X 0 0 0 R CHRISTIAN JOHNSEN VICE CHAIRMAN 15.00 X X 0 0 0 CHERYL D FELDER TREASURER 15.00 X X 0 0 0 DUNCAN C SMITH III SECRETARY 15.00 X X 0 0 0 FREDERICK BRODSKY DIRECTOR 5.00 X 0 0 0 NICKI M CANDIES DIRECTOR 5.00 X 0 0 0 RUTH ANDERSON COGGESHALL DIRECTOR 5.00 X 0 0 0 CHARLEY DIAZ DIRECTOR 5.00 X 0 0 0 PEGGY DUXBURY DIRECTOR 5.00 X 0 0 0 DAVID W GRZEBINISKI DIRECTOR 5.00 X 0 0 0 WILLIAM JENKINS DIRECTOR 5.00 X 0 0 0 CORRINE X KOSAR DIRECTOR 5.00 X 0 0 0 LEO PAUL KOULOS DIRECTOR 5.00 X 0 0 0 STEIN KRUSE DIRECTOR 5.00 X 0 0 0 KEVIN J MCSWEENEY DIRECTOR 5.00 X 0 0 0 JAMES P MULDOON DIRECTOR 5.00 X 0 0 0 THOMAS NILES DIRECTOR 5.00 X 0 0 0 SALLY BRICE-O'HARA DIRECTOR 5.00 X 0 0 0 JAMES A O'HARE DIRECTOR 5.00 X 0 0 0 LORETTA RIETSEMA DIRECTOR 5.00 X 0 0 0 JUDITH A ROOS DIRECTOR 5.00 X 0 0 0 MARGARET C WINTERS DIRECTOR 5.00 X 0 0 0 JAMES S ANDRASICK TRUSTEE 2.00 X 0 0 0 VIC ANGOCO TRUSTEE 2.00 X 0 0 0 WILLIAM ANONSEN TRUSTEE 2.00 X 0 0 0 GREG BOMBARD TRUSTEE 2.00 X 0 0 0 ABBOTT BROWN DIRECTOR 5.00 X 0 0 0 JOSEPH P BUSS JR TRUSTEE 2.00 X 0 0 0 KATHRYN CLAY TRUSTEE 2.00 X 0 0 0 SCOTT COOPER TRUSTEE 2.00 X 0 0 0 JOHN DOHERTY TRUSTEE 2.00 X 0 0 0 ALEXANDRA ANAGNOSTIS-IRONS TRUSTEE 2.00 X 0 0 0 PAUL JANOFF TRUSTEE 2.00 X 0 0 0 GEORGE KAMPSTRA TRUSTEE 2.00 X 0 0 0 H MERRITT LANE III DIRECTOR 5.00 X 0 0 0 BETH MASON TRUSTEE 2.00 X 0 0 0 JIM MASTERS TRUSTEE 2.00 X 0 0 0 JAMES M MATHIEU TRUSTEE 2.00 X 0 0 0 BRIAN B MCALLISTER TRUSTEE 2.00 X 0 0 0 ROBERT W MONTGOMERY DIRECTOR 5.00 X 0 0 0 STEPHEN E MUECKE TRUSTEE 2.00 X 0 0 0 ERIC NAGEL TRUSTEE 2.00 X 0 0 0 JULIE NELSON DIRECTOR 5.00 X 0 0 0 JAMES C OLSON TRUSTEE 2.00 X 0 0 0 JOHN PARROTT TRUSTEE 2.00 X 0 0 0 JOSEPH B PHAIR DIRECTOR 5.00 X 0 0 0 THOMAS K RICHEY TRUSTEE 2.00 X 0 0 0 PAUL RODEN TRUSTEE 2.00 X 0 0 0 MARK ROSS TRUSTEE 2.00 X 0 0 0 JEFFREY SCHOLZ TRUSTEE 2.00 X 0 0 0 JOHN SEAMAN TRUSTEE 2.00 X 0 0 0 PHILIP J SHAPIRO TRUSTEE 2.00 X 0 0 0 JAMES C VAN SICE TRUSTEE 2.00 X 0 0 0 DANIEL SMALLWOOD TRUSTEE 2.00 X 0 0 0 RICHARD M SYMONS TRUSTEE 2.00 X 0 0 0 HOWARD THORSEN TRUSTEE 2.00 X 0 0 0 BROOKS TOMBLIN TRUSTEE 2.00 X 0 0 0 ROGER WACKER TRUSTEE 2.00 X 0 0 0 THOMAS WETHERALD TRUSTEE 2.00 X 0 0 0 JOHN CAMERON TRUSTEE 2.00 X 0 0 0 JAMES CLAPPIN TRUSTEE 2.00 X 0 0 0 ROBERT CUTHBERTSON TRUSTEE 2.00 X 0 0 0 JOSEPH DEPIETRO TRUSTEE 2.00 X 0 0 0 JEFFREY DIXON TRUSTEE 2.00 X 0 0 0 JEANNE GRASSO TRUSTEE 2.00 X 0 0 0 PARKER HARRISON TRUSTEE 2.00 X 0 0 0 ANDRE KOSTELNIK TRUSTEE 2.00 X 0 0 0 MARK MORIN TRUSTEE 2.00 X 0 0 0 RAY ONEGLIA TRUSTEE 2.00 X 0 0 0 JONATHAN SPANER TRUSTEE 2.00 X 0 0 0 CLARK TODD TRUSTEE 2.00 X 0 0 0 DAVID VARDEMAN TRUSTEE 2.00 X 0 0 0 NICOLE EVANS DIRECTOR OF FINANCE AND AC 45.00 X 147750 0 7290 BRAD SISLEY SENIOR VP OF DEVELOPMENT 45.00 X 180723 0 20720 RON LABREC EXTERNAL ENGAGEMENT OFFICE 45.00 X 173754 0 8425 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 45.00 X 158397 0 11518 MARC CREGAN REGIONAL DIR OF PHILANTHRO 45.00 X 154715 0 7657 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 45.00 X 150493 0 14989 JEAN BROWN SENIOR DIRECTOR OF EVENTS 45.00 X 105083 0 5586 WENDY TAYLOR EMERSON REGIONAL DIR OF PHILANTHRO 45.00 X 153401 0 5671 1465731 0 103492 9 0 1 0 EMERSON EVENTS & MARKETING 7 BAYHILL ROAD LEONARDO NJ 07737 EVENT PLANNER 202537 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 MAIL SOLICITATIONS 139570 DEVELOPMENT RESOURCES INC 24 COMMERCE ROAD JOHNSTON RI 02919 EMPLOYMENT SEARCH CO 109800 MODAT VIDEO PRODUCTIONS VALLEY RD MONTCLAIR NJ 07042 VIDEO PRODUCERS 108800 4 15132 2677764 8558481 349195 11251377 692410 692410 5988144 5815532 172612 172612 172612 569640 2677764 1251610 -681970 -681970 TRUSTEE DUES 900099 36000 36000 SALE OF PROMOTIONAL ITEMS 459420 9173 9173 MISCELLANEOUS 900099 228 228 45401 11479830 45401 0 183052 4636285 4636285 1151013 1151013 766355 422454 196110 147791 1428283 613112 274185 540986 78512 37498 16189 24825 151732 70443 28654 52635 114459 69393 30800 14266 25179 25179 45488 45488 480693 480693 40000 40000 329940 70230 62033 197677 411759 252306 159453 113197 36522 26002 50673 110203 66352 31506 12345 217843 56075 64519 97249 32800 18510 7892 6398 DIRECT MAIL SOLICITATIO 830758 327467 64160 439131 MISCELLANEOUS 247791 79045 65857 102889 DONOR CULTIVATION 44077 44077 11256367 7906705 978574 2371088 1318831 1158273 1971738 984538 957406 1773842 1930 4839 35285 31327 111652 345436 1419780 900979 451986 518801 16781634 15912727 274322 21630462 21004105 395757 319168 453005 511845 0 2309241 848762 3140254 X 6005917 3457671 14775783 14406180 20781700 17863851 21630462 21004105 223463 -3141312 0 X X 0 1 X 1 0 X 7565522 9299517 7143650 9490096 11352613 44851398 7565522 9299517 7143650 9490096 11352613 44851398 52245 44799153 455004 436917 423530 311132 692410 2318993 38915 54221 42724 37500 44000 217360 47387751 13203 0.94540 0.94990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE DUES - 2018 AMOUNT: $ 39,000. 2019 AMOUNT: $ 40,500. 2020 AMOUNT: $ 37,500. 2021 AMOUNT: $ 37,500. 2022 AMOUNT: $ 36,000. MISCELLANEOUS - 2018 AMOUNT: $ -85. 2019 AMOUNT: $ 13,721. 2020 AMOUNT: $ 5,224. 2022 AMOUNT: $ 8,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16351996 835666 -2321040 10668 14855954 14045528 1775203 1291398 760133 16351996 12076986 1006305 1303216 340979 14045528 9977157 1172637 1939814 1012622 12076986 10666162 565857 -519004 735858 9977157 0.21000 0.55000 0.24000 0 0 69569 69569 859269 544595 314674 200215 158519 41696 290727 197865 92862 518801 CURRENT PORTION OF PLEDGE PAYABLE 492665 LONG TERM PORTION OF PLEDGE PAYABLE 1816576 2309241 X 11314007 -3141312 2333519 681970 -125823 11439830 40000 40000 11479830 14231856 2333519 681970 3015489 11216367 40000 40000 11256367 PART V, LINE 4: ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE COAST GUARD ACADEMY, THE VARIOUS COAST GUARD DISTRICTS AND COAST GUARD FAMILIES. SUCH SUPPORT COMES IN MANY FORMS INCLUDING PROJECTS TO BENEFIT DISTRICT MORALE, ACADEMIC AND ATHLETIC PROGRAMS AT THE ACADEMY, AS WELL AS PROGRAMS TO SUPPORT COAST GUARD FAMILIES, INCLUDING SCHOLARSHIPS. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE OR RECOGNITION. FOR THE YEAR ENDED DECEMBER 31, 2022, THERE WERE NO TAX RELATED INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 681,970. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 681,970. X X X X X X 1 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 DIGITAL AND MAIL SOLICITATIONS 0 3034222 139570 2894652 SUSAN O'NEIL & ASSOCIATES 5910 GLOSTER RD BETHESDA MD 20816 SPECIAL FUNDRAISING EVENTS 0 882495 42663 839832 THE GALA TEAM 383 N CORONA STREET 502 DENVER CO 80218 SPECIAL FUNDRAISING EVENTS 0 615719 36000 579719 EMERSON EVENTS & MARKETING 253 8TH STREET JERSEY CITY NJ 07302 SPECIAL FUNDRAISING EVENTS 0 380500 202537 177963 KALLANDER & ASSOCIATES 911 W 8TH AVE 101 ANCHORAGE AK 99501 SPECIAL FUNDRAISING EVENTS 0 228835 32000 196835 DENISE HAYASHI CONSULTING LLCQ 667 PAIKAU STREET HONOLULU HI 96816 SPECIAL FUNDRAISING EVENTS 0 174340 27923 146417 5316111 480693 4835418 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC DINNER 882495 743430 139065 144006 71509 11516 8479 TEXAS DINNER 756893 644093 112800 39909 122141 23404 -25438 7 1608016 1290241 317775 186968 355471 161778 151867 3247404 2677764 569640 370883 549121 196698 134908 1251610 -681970 1 UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 61435 0 TO ENHANCE EDUCATIONAL OPPORTUNITIES AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 3139212 0 TO IMPROVE MORALE AND WELFARE OF COAST GUARDSMEN UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 16300 0 TO ENHANCE THE ATHLETIC PROGRAMS AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 164119 0 TO SUPPORT PUBLIC OUTREACH OPPORTUNITIES AT THE COAST GUARD ACADEMY AND DISTRICTS UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 885619 0 TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 5300 0 TO PROVIDE BOATER SAFETY AND RELATED EDUCATIONAL MATERIALS US COAST GUARD CHIEF PETTY OFFICERS ASSOCIATION 5520 HEMPSTEAD WAY STE G SPRINGFIELD VA 221514011 510237254 501 (C) (19) 360000 0 TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN 1 1 COLLEGE SCHOLARSHIPS TO CHILDREN OF COAST GUARD PERSONNEL 168 536420 COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS 8 8000 EDUCATION GRANTS / WORKFORCE DEVELOPMENT TO ENLISTED PERSONNEL 394 273604 EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL 245 135877 GRANTS FOR SCHOOL-AGE CHILDREN OF COAST GUARD PERSONNEL TO ATTEND SUMMER CAMPS & ENRICHMENT PROGRAMS 229 101447 TRAGEDY ASSISTANCE 67 67326 FALLEN HEROES SCHOLARSHIPS 3 28339 PART I, LINE 2: CHILDREN OF ACTIVE DUTY, RETIRED, OR ACTIVE RESERVE COAST GUARD MEMBERS CAN APPLY FOR SCHOLARSHIPS BASED ON ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT AND CHARACTER, WITH NEED AS A FACTOR. THE SCHOLARSHIP COMMITTE ASSEMBLES A PANEL OF VOLUNTEERS TO READ AND RANK THE APPLICATIONS ON A POINT SYSTEM. THE READING PANEL INCLUDES ACTIVE DUTY COAST GUARD MEMBERS AS WELL AS VOLUNTEERS FROM THE BOARD OF TRUSTEES. THE SCHOLARSHIP COMMITTEE HAS FINAL APPROVAL OF AWARDS. STUDENTS MUST PROVIDE VERIFICATION OF FULL TIME ENROLLMENT, TRANSCRIPTS, AND STUDENT BILLS. PAYMENTS ARE MADE DIRECTLY TO THE ACADEMIC INSTITUTION WITH THE REQUIREMENT THAT ANY OVERAGES WILL BE REFUNDED TO THE COAST GUARD FOUNDATION AND NOT PAID OUT TO THE STUDENT. EDUCATION GRANTS FOR SPOUSES ARE AWARDED BASED ON A GRANT APPLICATION AND ARE PAID DIRECTLY TO THE RECIPIENT. EDUCATION GRANTS ARE ADMINISTERED BY THE COAST GUARD EDUCATION AND TRAINING QUOTA MANAGEMENT COMMAND WHO ANNOUNCES THE FUNDS AVAILABILITY AND CHECKS FOR ELIGIBILITY. A LIST OF APPROVED AWARDEES IS GIVEN TO THE COAST GUARD FOUNDATION TO ADMINISTER PAYMENTS DIRECTLY TO ENLISTED MEMBERS. RECIPIENTS ALSO HAVE THE ABILITY TO SEND ACKNOWLEDGEMENT EMAILS. GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST PRESENTED TO THE COAST GUARD FOUNDATION AND INCLUDES A DESCRIPTION OF HOW THE SUPPORT BENEFITS COAST GUARD PERSONNEL AND HOW MANY ARE BENEFITED. IN ADDITION, AVAILABLE FUNDING BY PROGRAM IS CONSIDERED IN GRANTING REQUESTS. GRANTS ARE DISBURSED TO THE COAST GUARD GIFT FUND AND THE COAST GUARD REPORTS BACK WITH DOCUMENTATION OF EXPENDITURE. X X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LUDWIG PRESIDENT 241415 0 0 0 0 0 8830 0 12806 0 263051 0 0 0 BRAD SISLEY SENIOR VP OF DEVELOPMENT 180723 0 0 0 0 0 7451 0 13269 0 201443 0 0 0 RON LABREC EXTERNAL ENGAGEMENT OFFICE 173754 0 0 0 0 0 6864 0 1561 0 182179 0 0 0 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 158397 0 0 0 0 0 6556 0 4962 0 169915 0 0 0 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 150493 0 0 0 0 0 6456 0 8533 0 165482 0 0 0 MARC CREGAN REGIONAL DIR OF PHILANTHRO 154715 0 0 0 0 0 6119 0 1538 0 162372 0 0 0 WENDY TAYLOR EMERSON REGIONAL DIR OF PHILANTHRO 153401 0 0 0 0 0 4662 0 1009 0 159072 0 0 0 NICOLE EVANS DIRECTOR OF FINANCE AND AC 147750 0 0 0 0 0 5824 0 1466 0 155040 0 0 0 X 18 251830 FAIR MARKET VALUE X CONSUMER GOODS 24 97365 RETAIL VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A COPY OF THE 990 IS SENT TO THE AUDIT COMMITTEE FOR REVIEW. AFTER AUDIT COMMITTEE APPROVAL, AND PRIOR TO FILING, A COPY OF THE 990 IS DISTRIBUTED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEE CONFLICT OF INTEREST POLICY IS CLEARLY STATED IN OUR BY-LAWS. EACH YEAR TRUSTEES MUST DISCLOSE WHETHER THEY ARE RELATED OR NON-RELATED PARTIES AND IF SO, TO DISCLOSE THE RELATIONSHIP. THEY MUST ALSO DISCLOSE ANY CONFLICTS OF INTEREST. RESPONSES ARE SIGNED BY THE TRUSTEES AND FILED AT THE OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE FOUNDATION'S PRESIDENT IS REVIEWED AND SET BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN TAKES INTO CONSIDERATION INDEPENDENT COMPENSATION STUDIES, THE RECOMMENDATION OF THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS, AND BENCHMARKING DATA FROM SIMILAR ORGANIZATIONS TO ENSURE THAT THE PRESIDENT'S COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO NONPROFIT EXECUTIVES WITH COMPARABLE RESPONSIBILITES. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE PRESIDENT USING THE SAME METHOD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, TAX RETURNS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.