GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-21
- IRS object ID
- 202012659349100411
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-21T13:39:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 8438423775 | PhoneNum |
| Signature | 2020-09-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK N JUNE CPA | PreparerPersonNm |
| PTIN | P00630869 | PTIN |
| Phone | 8438426500 | PhoneNum |
| Preparation | 2020-09-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.106.7.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-21 | IPDt |
| IP Tm | 13:39:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A79782D40994770A35C3CBF6D004C0CE28B6E0D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A79782D40994770A35C3CBF6D004C0CE28B6E0D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,072,246 | 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 |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,999 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,999 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,826 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $24,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $24,397 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $24,397 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $524,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $24,397 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$450,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,499 | CashBOYAmt |
| Cash EOY | $175,608 | CashEOYAmt |
| Cash EOYFMV | $175,608 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,128 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,128 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,360,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,918,226 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,895,510 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,508,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,094,962 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,072,246 | 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 | -$1,652,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,065,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,508,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,094,962 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,508,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,094,962 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,508,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$450,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,513 | OtherIncreasesAmt |
| Subtotal | $2,094,962 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,094,962 | 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 |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2019-06-15 | 2019-12-31 | $32,729 | $35,453 | -$2,724 | -$2,724 |
| CHARLES SCHWAB | P | 2018-12-30 | 2019-12-31 | $111,326 | $93,800 | $17,526 | $17,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $311,224 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,673,028 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084732 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,956,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077921 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $296,898 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,284,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090382 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $258,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,467,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074425 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $398,027 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,887,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102399 | DistributionYr5Rt |
| Total Distribution | 0.429859 | TotalDistributionRt |
| Average Distribution | 0.085972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,762,498 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $323,469 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $494 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,963 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $494 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $494 | SubtotalAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $494 | 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 | 1.00 | $0 | $0 | $0 |
| BONNIE GLEASON | ||||||||
| 2244 SPRING HOPE DR | MT PLEASANT | SC | 29466 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARTIN GLEASON | ||||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | PRESIDENT/TR | 1.00 | $0 | $0 | $0 |
| MARY GLEASON | ||||||||
| 11505 LILTING LANE | FAIRFAX STATION | VA | 22039 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY GLEASON | ||||||||
| 8 IVORY GULL PL | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 1.00 | $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 | $3,626,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,819,795 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,819,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,762,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $494 | TotalTaxAmt |
| Distributable Before Adj | $187,631 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $187,631 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $187,631 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $494 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $499,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,631 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $204,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $128,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $676,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $187,631 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $312,369 | RemainingDistriFromCorpusAmt |
| Total Corpus | $988,957 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $204,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $784,699 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,123 | ExcessFromYear4Amt |
| Excess From Year3 | $133,766 | ExcessFromYear3Amt |
| Excess From Year2 | $123,646 | ExcessFromYear2Amt |
| Excess From Year1 | $128,795 | ExcessFromYear1Amt |
| Excess From Current Year | $312,369 | 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 (50 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 | $5,000 | |
| ANTIOCH EDUCATION CENTER | |||||||
| PO BOX 1930 | RIDGELAND | SC | 29936 | NONE | CHARITABLE | $92,500 | |
| BOYS GIRLS CLUB | |||||||
| 3900 CRITTENDEN DR | LOUISVILLE | KY | 40209 | NONE | CHARITABLE | $10,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | CHARITABLE | $10,000 | |
| CHILDREN CENTER | |||||||
| 8 NATURES WAY | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $5,000 | |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | CHARITABLE | $3,000 | SUITE 700 |
| COMMUNITY FOUNDATION OF LOWCOUNTRY | |||||||
| 4 NORTHRIDGE DR STE A | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $20,000 | |
| CRISTO REY NEWARK HIGH SCHOOL | |||||||
| 239 WOODWIDE AVE | NEWARK | NJ | 07104 | NONE | CHARITABLE | $10,000 | |
| 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 | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | NONE | CHARITABLE | $2,500 | |
| GLEASON FAMILY COLLEGE SETON HALL | |||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | NONE | CHARITABLE | $7,500 | |
| HILTON HEAD HABITAT FOR HUMANITY | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | NONE | CHARITABLE | $2,000 | |
| HILTON HEAD PREPARATORY SCHOOL | |||||||
| 8 FOX GRAPE ROAD | HILTON HEAD ISLAND | SC | 29928 | NONE | CHARITABLE | $23,000 | |
| HOPEFUL HORIZONS | |||||||
| 1212 CHARLES ST | BEAUFORT | SC | 29902 | NONE | CHARITABLE | $10,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 1111 STEWART AVE | BETHPAGE | NY | 11714 | NONE | CHARITABLE | $5,000 | |
| MEMORY MATTERS | |||||||
| 117 WILLIAM HILTON PKWY | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $5,000 | |
| MONTCLAIR STATE UNIVERSITY | |||||||
| 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | NONE | CHARITABLE | $1,000 | |
| MUSTARD SEED COMMUNITIES | |||||||
| 29 JANES AVE | MEDFIELS | MA | 02052 | NONE | CHARITABLE | $10,000 | |
| NATURE CONSERVANCY | |||||||
| 3803 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | CHARITABLE | $5,000 | SUITE 100 |
| PEP | |||||||
| 408 W SAINT LOUS AVE | BLAND | MO | 650141015 | NONE | CHARITABLE | $5,000 | |
| PREGNANCY CENTER | |||||||
| 111 PIAZZA TER | LINCOLN | NE | 685102138 | NONE | CHARITABLE | $5,000 | |
| PTR FOUNDATION | |||||||
| 5850 WATERLOO RD | COLUMBIA | MD | 210451944 | NONE | CHARITABLE | $2,500 | SUITE 140 |
| SOME | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITABLE | $3,000 | |
| SALVATION ARMY | |||||||
| 6601 N BROADWAY EXT | OKLAHOMA CITY | OK | 731168242 | NONE | CHARITABLE | $7,500 | |
| SCRIPTS RESEARCH INST | |||||||
| 10550NORTH TORREY PINES R | LA JOLLA | CA | 92037 | NONE | CHARITABLE | $3,000 | TPC2 |
| SMILE TRAIN | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | CHARITABLE | $1,000 | |
| ST JUDE | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE | $3,000 | |
| UTICA COLLEGE | |||||||
| 1600 BURRSTONE RD | UTICA | NY | 135024857 | NONE | CHARITABLE | $1,000 | |
| VOLUNTEER IN MEDICINE | |||||||
| 15 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29928 | NONE | CHARITABLE | $20,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 7020 AC SKINNER PARKWAY | JACKSONVILLE | FL | 32256 | NONE | CHARITABLE | $1,000 | |
| ARTS CENTER OF COASTAL CAROLINA | |||||||
| 14 SHELTER COVE LN | HILTON HEAD ISLAND | SC | 29928 | NONE | CHARITABLE | $5,000 | |
| COASTAL DISCOVERY MUSEUM | |||||||
| 70 HONEY HORN DRIVE | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $50,000 | |
| CRISIS AID INTERNATIONAL | |||||||
| 5427 TELEGRAPH RD | ST LOUIS | MO | 63129 | NONE | CHARITABLE | $1,000 | |
| ELLA WHITE SCHOLARSHIP | |||||||
| PO BOX 21284 | HILTON HEAD ISLAND | SC | 29925 | NONE | CHARITABLE | $1,000 | |
| HOPEFUL HORIZON | |||||||
| 1212 CHARLES ST | BEAUFORT | SC | 29902 | NONE | CHARITABLE | $10,000 | |
| HILTON HEAD HEROES | |||||||
| PO BOX 6689 | HILTON HEAD | SC | 29938 | NONE | CHARITABLE | $5,000 | |
| KCNQZ | |||||||
| 3700 QUEBEC STREET | DENVER | CO | 80207 | NONE | CHARITABLE | $50,000 | UNIT 100-118 |
| KCNQZ | |||||||
| 3700 QUEBEC STRRET | DENVER | CO | 80207 | NONE | CHARITABLE | $3,000 | UNIT 100-118 |
| MERCY CENTER | |||||||
| E 145TH ST | NEW YORK | NY | 10454 | NONE | CHARITABLE | $1,000 | |
| MITCHELLVILLE | |||||||
| 539 WILLIAM HILTON PARKWA | HILTON HEAD | SC | 29926 | NONE | CHARITABLE | $20,000 | |
| OSPREY VILLAGE | |||||||
| 2600 MAIN STREET | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $10,000 | UNIT A |
| RONALD MCDONALD HOME | |||||||
| 4710 WATERS AVE | SAVANNAH | GA | 31404 | NONE | CHARITABLE | $1,000 | |
| RONALD MCDONALD HOME | |||||||
| 4710 WATERS AVE | SAVANNAH | GA | 31404 | NONE | CHARITABLE | $5,000 | |
| SOAR | |||||||
| 800 MAIN ST | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $5,000 | |
| ST FRANCIS SCHOOL | |||||||
| 45 BEACH CITY RD | HILTON HEAD ISLAND | SC | 29926 | NONE | CHARITABLE | $10,000 | |
| UNION ON CONCERNED SCIENTIST | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | CHARITABLE | $1,000 | |
| UNITED WAY | |||||||
| 10 BUCKINGHAM PLANTATION | BLUFFTON | SC | 29910 | NONE | CHARITABLE | $15,000 | SUITE D |
| UPSTATE ADAPTIVE GOLF | |||||||
| 25 LOUISE AVENUE | GREENVILLE | SC | 29617 | NONE | CHARITABLE | $2,500 | |
| VILLAGE HEALTH | |||||||
| 4077 W PICO BLVD | LOS ANGELES | CA | 90019 | NONE | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,999 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,826 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,841,242 | $3,757,979 |
| EQUITY FUNDS | ||
| EXCHANGE TRADED FUNDS | $24,293 | $28,900 |
| OTHER | $52,691 | $108,631 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVED IN 2018 REPORTED IN 2019 | Desc |
| Amt | $37,513 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $24,397 | Amt |
| Net Investment Income | $24,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,397 | AdjustedNetIncomeAmt |
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