GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349103150
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:29:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204046229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNECPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 MAIN STREET | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29926 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223628310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLEASON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEA | BusinessNameControlTxt |
| Phone | 8438423775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAN O WAR | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN GLEASON | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 8434223235 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | GLEASON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK N JUNE CPA | PreparerPersonNm |
| PTIN | P00630869 | PTIN |
| Phone | 8438426500 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,814,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $51,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $658,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $940,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $658,015 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $709,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $709,298 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,355 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $29,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,786 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $843,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $843,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $876,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $843,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $677,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,166 | CashBOYAmt |
| Cash EOY | $95,055 | CashEOYAmt |
| Cash EOYFMV | $95,055 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,511 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,584,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,364,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,717,835 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,629,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,461,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,814,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,160,412 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,160,412 | CapitalStockEOYAmt |
| Retained Earning BOY | -$2,530,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,698,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,629,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,461,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,629,744 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,461,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,629,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,462,966 | SubtotalAmt |
| Other Decreases | $1,503 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,461,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB | P | 2020-12-15 | 2021-12-31 | $940,086 | $282,695 | $657,391 | $657,391 |
| SCHWAB | P | 2021-06-15 | 2021-12-31 | $515 | $515 | $515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $658,015 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $515 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,412 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,412 | SubtotalAmt |
| Tax Based On Investment Income | $9,412 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $9,433 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN GLEASON | IndividualWithBooksNm |
| Phone | 8438423775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAN O WAR | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LENORE GLEASON | ||||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| BONNIE GLEASON | ||||||||
| 2244 SPRING HOPE DR | MT PLEASANT | SC | 29466 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARTIN GLEASON | ||||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| MARY GLEASON | ||||||||
| 11505 LILTING LANE | FAIRFAX STATION | VA | 22039 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| NANCY GLEASON | ||||||||
| 8 IVORY GULL PL | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,173,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,244,604 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,244,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,165,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $258,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $258,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,412 | TotalTaxAmt |
| Distributable Before Adj | $248,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $248,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,885 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $843,785 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $843,785 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,885 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $133,766 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $123,646 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $312,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $280,670 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $979,246 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $843,785 | QualifyingDistributionsAmt |
| Applied To Current Year | $248,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $594,900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,574,146 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $133,766 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,440,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,646 | ExcessFromYear4Amt |
| Excess From Year3 | $128,795 | ExcessFromYear3Amt |
| Excess From Year2 | $312,369 | ExcessFromYear2Amt |
| Excess From Year1 | $280,670 | ExcessFromYear1Amt |
| Excess From Current Year | $594,900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LENORE GLEASON | ContributingManagerNm |
| Contributing Manager | MARTIN GLEASON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTIN GLEASON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAN O WAR | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8434223775 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUEST LETTER, COPY OF PRIOR TWO FORM 990 FILINGS, AND COPY OF 501(C)(3) IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | CHARITABLE | $10,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 887 JOHNNIE DODDS BLVD | MT PLEASANT | SC | 29464 | NONE | CHARITABLE | $25,000 | |
| ANTIOCH EDUCATION CENTER | |||||||
| PO BOX 1930 | RIDGELAND | SC | 29936 | NONE | CHARITABLE | $15,000 | |
| ANTIOCH EDUCATION CENTER | |||||||
| PO BOX 1930 | RIDGELAND | SC | 29936 | NONE | CHARITABLE | $50,000 | |
| ANTIOCH EDUCATION CENTER | |||||||
| PO BOX 1930 | RIDGELAND | SC | 29936 | NONE | CHARITABLE | $65,000 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | CHARITABLE | $2,500 | STE 600 |
| ASSUMPTION COLLEGE | |||||||
| 200 MORRIS AVE | DENVILLE | NJ | 07834 | NONE | CHARITABLE | $2,000 | |
| BETHANY HOUSE SERVICES | |||||||
| 1841 FAIRMOUNT AVE | CINCINNATI | OH | 45214 | NONE | CHARITABLE | $5,000 | |
| BISHOP'S ANNUAL APPEAL | |||||||
| 9001 ORANGE GROVE RD | CHARLESTON | SC | 29407 | NONE | CHARITABLE | $1,000 | |
| BLUE HELP | |||||||
| PO BOX 539 | AUBURN | MA | 01501 | NONE | CHARITABLE | $10,000 | |
| BOYS GIRLS CLUB | |||||||
| 3900 CRITTENDEN DR | LOUISVILLE | KY | 40209 | NONE | CHARITABLE | $10,000 | |
| BRITEPATHS | |||||||
| 3959 PENDER DR | FAIRFAX | VA | 22030 | NONE | CHARITABLE | $10,000 | SUITE 200 |
| CAPITAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE | WASHINGTON | DC | 20017 | NONE | CHARITABLE | $4,000 | |
| CATHOLIC MEDICAL MISSION BOARD | |||||||
| 100 WALL ST | NEW YORK | NY | 10005 | NONE | CHARITABLE | $10,000 | FLOOR 9 |
| COASTAL DISCOVERY MUSEUM | |||||||
| 70 HONEY HORN DRIVE | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $20,000 | |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DR | ARLINGTON | VA | 22202 | NONE | CHARITABLE | $3,000 | SUITE 700 |
| COMMUNITY FOUNDATION OF THE LC | |||||||
| 4 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $20,000 | SUITE A |
| DEEPWELL | |||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $14,573 | |
| DEEPWELL | |||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $16,012 | |
| DEEPWELL | |||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $20,000 | |
| DOCTORS WO BORDERS | |||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | CHARITABLE | $10,000 | |
| DOCTORS WO BORDERS | |||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | NONE | CHARITABLE | $10,000 | |
| ELLA WHITE SCHOLARSHIP | |||||||
| PO BOX 21284 | HILTON HEAD | SC | 29925 | NONE | CHARITABLE | $1,000 | |
| ETU | |||||||
| PO BOX 21284 | HILTON HEAD | SC | 29925 | NONE | CHARITABLE | $1,000 | |
| GOVERNORS SCHOOL FOUNDATION | |||||||
| 1122 LADY ST SUTIE 700 | COLUMBIA | SC | 29201 | NONE | CHARITABLE | $5,000 | |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | NONE | CHARITABLE | $25,000 | |
| HEMOPHILLA ASSOCIATION OF NJ | |||||||
| 197 ROUTE 18 SOUTH | EAST BRUNSWICK | NJ | 08816 | NONE | CHARITABLE | $50,000 | SUITE 206 NORTH |
| HILTON HEAD HABITAT FOR HUMANITY | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | NONE | CHARITABLE | $5,000 | |
| HILTON HEAD HEROES | |||||||
| PO BOX 6689 | HILTON HEAD | SC | 29938 | NONE | CHARITABLE | $5,000 | |
| HILTON HEAD HUMANE ASSOC | |||||||
| 10 HUMANE WAY | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $8,000 | |
| HOPEFUL HORIZONS | |||||||
| 1212 CHARLES ST | BEAUFORT | SC | 29902 | NONE | CHARITABLE | $25,000 | |
| HOSPICE CARE OF THE LC | |||||||
| 7 PLANTATION PARK DR | BLUFFTON | SC | 29910 | NONE | CHARITABLE | $10,000 | |
| JOHN PAUL 2 | |||||||
| 4211 OKATIE HWY | RIDGELAND | SC | 29936 | NONE | CHARITABLE | $5,000 | |
| JOHN PAUL 2 | |||||||
| 4211 OKATIE HWY | RIDGELAND | SC | 29936 | NONE | CHARITABLE | $13,700 | |
| KCNQZ | |||||||
| 3700 QUEBEC STREET | DENVER | CO | 80207 | NONE | CHARITABLE | $75,000 | UNIT 100-118 |
| LUSTGARTEN FOUNDATION | |||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | NONE | CHARITABLE | $5,000 | |
| MERCY CENTER | |||||||
| E 145TH ST | NEW YORK | NY | 10454 | NONE | CHARITABLE | $5,000 | |
| MISSION OUTREACH | |||||||
| 20597 US-301 | STATESBORO | GA | 30461 | NONE | CHARITABLE | $5,000 | |
| MUSTARD SEED COMMUNITIES | |||||||
| 29 JANES AVE | MEDFIELS | MA | 02052 | NONE | CHARITABLE | $20,000 | |
| NATURE CONSERVANCY | |||||||
| 3803 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | CHARITABLE | $25,000 | SUITE 100 |
| NEW HOPE HOUSING | |||||||
| 3315 HARRISBURG BLVD | HOUSTON | TX | 77003 | NONE | CHARITABLE | $3,000 | SUITE 400 |
| NEWMAN CENTER- MSU | |||||||
| 902 W MAIN ST | TEUTOPLIS | IL | 62401 | NONE | CHARITABLE | $2,000 | |
| NORTHERN VIRGINIA FAMILY SERVICE | |||||||
| 10455 WHITE GRANITE DR | OAKTON | VA | 22124 | NONE | CHARITABLE | $5,000 | 100 |
| NOTRE DAME HS | |||||||
| 320 E RIPA AVE | ST LOUIS | MO | 63125 | NONE | CHARITABLE | $5,000 | |
| RED CROSS | |||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | NONE | CHARITABLE | $100,000 | |
| RONALD MCDONALD HOME | |||||||
| 4710 WATERS AVE | SAVANNAH | GA | 31404 | NONE | CHARITABLE | $6,500 | |
| SALVATION ARMY | |||||||
| 6601 N BROADWAY EXT | OKLAHOMA CITY | OK | 731168242 | NONE | CHARITABLE | $25,000 | |
| SCRIPPS RESEARCH | |||||||
| 10550 N TORREY PINES RD | LA JOLLA | CA | 92037 | NONE | CHARITABLE | $5,500 | |
| SETON HALL UNIVERSITY | |||||||
| 400 S ORANGE AVE | SOUTH ORANGE | NJ | 07079 | NONE | CHARITABLE | $7,500 | |
| SHELTER HOUSE | |||||||
| 12310 PINECREST RD | RESTON | VA | 20191 | NONE | CHARITABLE | $4,500 | SUITE 304 |
| SMILE TRAIN | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | CHARITABLE | $5,000 | |
| SOUTH CAROLINA AQUARIUM | |||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | NONE | CHARITABLE | $1,000 | |
| THE CHILDREN CENTER | |||||||
| 8 NATURES WAY | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $40,000 | |
| UPSTATE ADAPTIVE GOLF | |||||||
| 25 LOUISE AVENUE | GREENVILLE | SC | 29617 | NONE | CHARITABLE | $5,000 | |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | NONE | CHARITABLE | $2,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 7020 AC SKINNER PARKWAY | JACKSONVILLE | FL | 32256 | NONE | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $843,785 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $709,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $709,298 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,355 | Amt |
| Net Investment Income | $2,355 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,307,706 | $5,574,316 |
| EQUITY FUNDS | ||
| EXCHANGE TRADED FUNDS | ||
| OTHER | $57,191 | $143,519 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS PAYMENT | $907 |
| OTHER RECONCILING DIFFERENCE | $596 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $29,786 | $29,786 |
| BANK FEES | $150 |
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