2019-04-26T13:33:52-05:00 2016-12-31 050255779 SANSIVERI KIMBALL & CO LLP 50 HOLDEN STREET PROVIDENCE RI 02908 990 2016-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 SUSAN LUDWIG PRESIDENT 8605350786 2019-04-23 1 MICHAEL J RAFTERY CPA P01380817 4013310500 2019-04-23 24.249.212.226 2019-04-23 11:39:32 ED 0508332017310032be18 2017-11-06 P DB066F377855CBBBB415022F685AFB2101B2589D 382A21E8AF3A1CC9A3F721DD73650DA4E580DC91 2016 2019-02-21 02:37:17Z X SUSAN LUDWIG 394 TAUGWONK ROAD STONINGTON CT 063781807 15773017 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION STRIVES TO HELP COAST GUARD MEN AND WOMEN STRENGTHEN OUR NATION BY ENCOURAGING THEM TO EXCEL, ON DUTY AND OFF. THE FOUNDATION SUPPORTS ACADEMIC, ATHLETIC, AND LEADERSHIP EXCELLENCE FOR CADETS AT THE ACADEMY; SUPPORTS FAMILIES AND THE COAST GUARD COMMUNITY WHEN THERE IS OPERATIONAL INCIDENTS; PROVIDES COLLEGE SCHOLARSHIPS TO DEPENDENTS OF ENLISTED PERSONNEL; FUNDS RECREATIONAL AND FAMILY-ORIENTED FACILITIES; SUPPORTS EDUCATIONAL AND MORALE PROGRAMS AT BASES, AND ON CUTTERS AROUND THE NATION AND OVERSEAS; AND BRINGS AWARENESS TO THE PUBLIC OF THE IMPORTANCE OF THE COAST GUARD MISSION AND RECOGNIZES THE COAST GUARD'S ACHIEVEMENTS. 24 23 17 150 0 0 6614475 7396275 0 0 533246 79153 -25945 -78114 7121776 7397314 2508343 2503659 0 0 1480310 1440319 245500 233942 1309238 1731555 3011652 5965708 7189572 1156068 207742 9841684 10261283 377524 344209 9464160 9917074 X IN TIMES OF TRIUMPH AND THROUGH ADVERSITY, COAST GUARD FOUNDATION PROGRAMS:- IMPROVE THE WELL-BEING AND MORALE OF THE MEN AND WOMEN OF THE COAST GUARD AND THEIR FAMILIES- PROVIDE EDUCATION GRANTS AND SCHOLARSHIPS FOR JUNIOR MEMBERS, THEIR SPOUSES, AND COLLEGE-AGE CHILDREN- PROVIDE CRITICAL SUPPORT DURING TRAGIC TIMES OF INJURY AND LOSS- SUPPORT ACADEMIC, ATHLETIC, DIVERSITY AND LEADERSHIP DEVELOPMENT OF COAST GUARD ACADEMY CADETS- PROVIDE EMERGENCY RELIEF AND ASSISTANCE DURING TIMES OF NATURAL DISASTERS- RAISE PUBLIC AWARENESS OF THE IMPORTANCE OF THE COAST GUARD'S MISSIONS; AND- HONOR COAST GUARD HEROES.THE FOUNDATION STEPS IN WHERE FEDERAL FUNDS FALL SHORT OR CANNOT BE SPENT. 0 0 1706791 1476251 SUPPORT TO MEMBERS OF THE UNITED STATES COAST GUARD:THE COAST GUARD FOUNDATION SUPPORTS COAST GUARD MEMBERS ONSHORE AND AT SEA BY PROVIDING FITNESS AND RECREATIONAL EQUIPMENT TO PROMOTE MORALE AND WELLNESS, ULTIMATELY HELPING ENHANCE MISSION READINESS. THE FOUNDATION UNDERTAKES SMALL CAPITAL PROJECTS, SUCH AS CREW LOUNGES, BASKETBALL COURTS, AND WORKOUT FACILITIES, TO IMPROVE THE QUALITY OF LIFE. ADDITIONALLY, THE COAST GUARD FOUNDATION PROVIDES EDUCATION GRANTS TO ENLISTED MEMBERS FOR EXPENSES NOT COVERED BY THE GI BILL OR COAST GUARD TUITION ASSISTANCE, TO ENABLE THEM TO PURSUE COLLEGE DEGREES OR PROFESSIONAL CREDENTIALS WHILE ON ACTIVE DUTY. 1509284 324508 SUPPORT TO THE CORPS OF CADETS AT THE COAST GUARD ACADEMY:THE COAST GUARD FOUNDATION SUPPORTS THE SERVICE'S FUTURE OFFICER CORPS THROUGH LEADERSHIP DEVELOPMENT PROGRAMS, DIVERSITY INITIATIVES, ACADEMIC ENRICHMENT, AND ATHLETICS AND CLUB ACTIVITIES AT THE COAST GUARD ACADEMY. THE FOUNDATION ACCEPTS BOAT DONATIONS TO EXPAND OPPORTUNITIES FOR THE ACADEMY'S SAILING TEAMS. 801267 702900 SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION PROVIDES EDUCATION GRANTS TO SPOUSES AND SCHOLARSHIPS FOR COLLEGE-AGE CHILDREN OF ENLISTED COAST GUARD MEMBERS. THE FOUNDATION HELPS UPGRADE THE COAST GUARD'S FAMILY HOUSING AREAS WITH PROJECTS SUCH AS SAFE PLAYGROUNDS AND 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 EMERGENCY ASSISTANCE TO THE FAMILY AND FRIENDS OF THE FALLEN. 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. 970600 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. FOUNDATION RECEPTIONS HOSTED ON BOARD COAST GUARD BARQUE EAGLE PROMOTE THE RICH HERITAGE OF THE HISTORIC SHIP AND ITS ROLE IN TRAINING CADETS AND OFFICER CANDIDATES IN SEAMANSHIP AND LEADERSHIP. BY HONORING COAST GUARD MEMBERS AT EVENTS, SUCH AS TRIBUTE DINNERS, THE FOUNDATION SHOWCASES THE BRAVERY AND PERFORMANCE EXCELLENCE OF THE SERVICE. 970600 4987942 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 18 0 1 17 1 0 0 0 0 0 1 1 0 0 0 1 0 X 24 23 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 TERESA ALAIMO 8605350786 394 TAUGWONK ROAD STONINGTON CT 06378 AL A GONSOULIN TRUSTEE 2.00 X 0 0 0 ALEXANDRA ANAGNOSTIS-IRONS TRUSTEE 2.00 X 0 0 0 ANGUS R COOPER II TRUSTEE 2.00 X 0 0 0 ANNE B BRENGLE PRESIDENT(THRU 12/31/16) 40.00 X X 209323 0 19862 BENJAMIN G BORDELON TRUSTEE 2.00 X 0 0 0 BLAINE E COLLINS TRUSTEE 2.00 X 0 0 0 BRENDAN J BOUCHARD TRUSTEE 2.00 X 0 0 0 BRENDAN V SULLIVAN JR TRUSTEE 2.00 X 0 0 0 BRIAN B MCALLISTER TRUSTEE 2.00 X 0 0 0 BROSIUS D'ARCY TRUSTEE 2.00 X 0 0 0 CARLEEN LYDEN-KLUSS TRUSTEE 2.00 X 0 0 0 CARY K SWASAND TRUSTEE 2.00 X 0 0 0 CHERYL D FELDER TREASURER 15.00 X X 0 0 0 CLAY MAITLAND DIRECTOR 5.00 X 0 0 0 CORRINE X KOSAR DIRECTOR 5.00 X 0 0 0 D BRIAN PETERMAN TRUSTEE 2.00 X 0 0 0 DAVID F DYER TRUSTEE 2.00 X 0 0 0 DAVID W GRZEBINSKI TRUSTEE 2.00 X 0 0 0 DUNCAN C SMITH III DIRECTOR 5.00 X 0 0 0 ERIC TIBBS TRUSTEE 2.00 X 0 0 0 ERIK L JOHNSEN TRUSTEE 2.00 X 0 0 0 F DAVID HOFFMAN TRUSTEE 2.00 X 0 0 0 GARY JOBSON TRUSTEE 2.00 X 0 0 0 GEORGE KAMPSTRA TRUSTEE 2.00 X 0 0 0 H MERRITT LANE III TRUSTEE 2.00 X 0 0 0 JACK BUONO TRUSTEE 2.00 X 0 0 0 JAMES A O'HARE DIRECTOR 5.00 X 0 0 0 JAMES C OLSON TRUSTEE 2.00 X 0 0 0 JAMES C VAN SICE VICE CHAIR 10.00 X 0 0 0 JAMES H WOODWARD JR TRUSTEE 2.00 X 0 0 0 JAMES J COLEMAN JR DIRECTOR 5.00 X 0 0 0 JAMES M MATHIEU TRUSTEE 2.00 X 0 0 0 JAMES P MULDOON DIRECTOR 5.00 X 0 0 0 JAMES S ANDRASICK TRUSTEE 2.00 X 0 0 0 JEFFREY G FREEMAN TRUSTEE 2.00 X 0 0 0 JEFFREY M PLATT TRUSTEE 2.00 X 0 0 0 JOHN F STATTS TRUSTEE 2.00 X 0 0 0 JONATHAN BALIFF TRUSTEE 2.00 X 0 0 0 JOSEPH B PHAIR TRUSTEE 2.00 X 0 0 0 JUDITH A ROOS DIRECTOR 15.00 X 0 0 0 KEVIN J MCSWEENEY DIRECTOR 5.00 X 0 0 0 LAWRENCE P COTTER TRUSTEE 2.00 X 0 0 0 LEO PAUL KOULOS DIRECTOR 5.00 X 0 0 0 LINDA M COOKE TRUSTEE 2.00 X 0 0 0 LISA KAZOR CHRISTOVICH TRUSTEE 2.00 X 0 0 0 LORETTA RIETSEMA DIRECTOR 5.00 X 0 0 0 MARGARET C WINTERS TRUSTEE 2.00 X 0 0 0 MARK K KNOY TRUSTEE 2.00 X 0 0 0 MARK KNUDSEN TRUSTEE 2.00 X 0 0 0 MICHAEL L CARTHEW DIRECTOR 5.00 X 0 0 0 NICKI M CANDIES DIRECTOR 5.00 X 0 0 0 PB SHAH TRUSTEE 2.00 X 0 0 0 PAUL RODEN TRUSTEE 2.00 X 0 0 0 PHILIP J SHAPIRO TRUSTEE 2.00 X 0 0 0 R CHRISTIAN JOHNSEN SECRETARY 10.00 X X 0 0 0 RICHARD J GRAHN TRUSTEE 2.00 X 0 0 0 ROBERT W MONTGOMERY TRUSTEE 2.00 X 0 0 0 ROSS E ROEDER DIRECTOR 5.00 X 0 0 0 ROY VANDER PUTTEN DIRECTOR 5.00 X 0 0 0 RUTH ANDERSON COGGESHALL TRUSTEE 2.00 X 0 0 0 SALLY BRICE-O'HARA DIRECTOR 15.00 X 0 0 0 SIDNEY C MIZELL TRUSTEE 2.00 X 0 0 0 STEIN KRUSE DIRECTOR 5.00 X 0 0 0 STEPHANIE C HILL TRUSTEE 2.00 X 0 0 0 STEPHEN E MUECKE TRUSTEE 2.00 X 0 0 0 STEVEN T SCALZO DIRECTOR 5.00 X 0 0 0 THAD W ALLEN TRUSTEE 2.00 X 0 0 0 THOMAS A ALLEGRETTI TRUSTEE 2.00 X 0 0 0 THOMAS K RICHEY TRUSTEE 2.00 X 0 0 0 THOMAS NILES TRUSTEE 2.00 X 0 0 0 THOMAS WETHERALD TRUSTEE 2.00 X 0 0 0 VERNA KAYE GIBSON DIRECTOR 5.00 X 0 0 0 WALTER BLESSY JR TRUSTEE 2.00 X 0 0 0 WALTER J HICKEL JR DIRECTOR 5.00 X 0 0 0 WILLIAM ANONSEN TRUSTEE 2.00 X 0 0 0 WILLIAM D SULLIVAN TRUSTEE 2.00 X 0 0 0 WILLIAM H COLLIER JR DIRECTOR 5.00 X 0 0 0 WILLIAM JENKINS CHAIRMAN 20.00 X X 0 0 0 WILLIAM LIGHTNER TRUSTEE 2.00 X 0 0 0 WILLIAM SHEFFIELD TRUSTEE 2.00 X 0 0 0 BRAD SISLEY SENIOR VP OF DEVELOPMENT 45.00 X 156500 0 7761 SUZAN SPRINGER CFO (THRU 8/26/2016) 45.00 X 85616 0 12874 BRIAN OVERCAST REGIONAL DIR. OF PHILANTHR 45.00 X 115982 0 6163 SUSAN LUDWIG REGIONAL DIR. OF PHILANTHR 45.00 X 134899 0 28642 702320 0 75302 4 0 1 0 0 27928 2976140 4392207 1384096 7396275 179111 179111 100436 0 100436 100436 100436 7611094 1500 7712552 0 -101458 1500 -99958 -99958 434850 2976140 663151 -228301 -228301 TRUSTEE DUES 900099 38000 38000 MISCELLANEOUS INCOME 900099 10672 10672 SALE OF PROMOTIONAL ITEMS 453220 1079 1079 49751 7397314 49751 0 -48712 1809359 1809359 694300 694300 695453 231048 160301 304104 539689 178199 202944 158546 22546 6904 5810 9832 97548 28428 26445 42675 85083 28926 20967 35190 11550 11550 41182 41182 233942 233942 39195 39195 131011 57922 8370 64719 111691 108926 2765 49575 3214 29952 16409 5589 1734 3393 462 129036 82341 22273 24422 105681 44424 31328 29929 78716 545 78171 44857 25096 9552 10209 BOAT DONATION SUPPORT 1055168 1055168 DIRECT MAIL SOLICITATIO 443030 88666 37587 316777 EVENT PRODUCTION FEES 408047 408047 MISCELLANEOUS 175967 17463 154210 4294 181357 117232 9162 54963 7189572 4987942 892392 1309238 236326 423587 234087 439724 1121844 698952 323 2281 42744 40841 147281 122305 1686453 786990 933396 899463 7125683 7634130 9841684 10261283 168776 195461 22500 27500 186248 121248 377524 344209 X 2941573 3393138 3382933 3361682 3139654 3162254 9464160 9917074 9841684 10261283 207742 245172 0 X 0 1 X 1 0 X 4799938 6187142 6122693 6614475 7396275 31120523 4799938 6187142 6122693 6614475 7396275 31120523 31120523 181449 235109 407209 461127 279547 1564441 40138 38264 39766 36513 48672 203353 32888317 6589 0.94620 0.94490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE DUES - 2012 AMOUNT: $ 39,500. 2013 AMOUNT: $ 38,000. 2014 AMOUNT: $ 38,500. 2015 AMOUNT: $ 36,500. 2016 AMOUNT: $ 38,000. MISCELLANEOUS - 2012 AMOUNT: $ 638. 2013 AMOUNT: $ 264. 2014 AMOUNT: $ 1,266. 2015 AMOUNT: $ 13. 2016 AMOUNT: $ 10,672. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6744464 1058568 273551 833571 7243012 6690952 925668 -299797 572359 6744464 5905806 460000 325146 6690952 4985696 385315 768610 233815 5905806 4280324 444145 440369 179145 4985696 0.20800 0.43650 0.35550 0 0 381374 381374 885135 482217 402918 313767 248672 65095 106177 56101 50076 899463 X 18077178 245172 10245586 10490758 7586420 39195 -228301 -189106 7397314 17624264 10245586 228301 10473887 7150377 39195 39195 7189572 PART V, LINE 4: ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE COAST GUARD ACADEMY AND THE VARIOUS COAST GUARD DISTRICTS. 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, 2016, THERE WERE NO INTEREST OR TAX PENALTIES RECORDED OR INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS -663,151. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS 434,850. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 663,151. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS -434,850. X X X X X X 1 ROBBINS KERSTEN DIRECT 201 SUMMER STREET HOLLISTON MA 01746 DIGITAL AND MAIL SOLICITATIONS 0 1381302 78000 1303302 EVENT ASSOCIATES INC 162 WEST 56TH STREET NEW YORK NY 10019 SPECIAL FUNDRAISING EVENTS 0 995250 70000 925250 SUSAN O'NEIL & ASSOCIATES 5910 GLOSTER RD BETHESDA MD 20816 SPECIAL FUNDRAISING EVENTS 0 565007 65000 500007 DENISE HAYASHI CONSULTING PO BOX 235480 HONOLULU HI 96816 SPECIAL FUNDRAISING EVENTS 0 203650 20942 182708 3145209 233942 2911267 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 NEW YORK DINNER 995250 876150 119100 43775 110016 5465 57771 DC DINNER 565007 488207 76800 116197 43791 2363 35651 7 1850733 1611783 238950 60209 132113 9150 46650 3410990 2976140 434850 220181 285920 16978 140072 663151 -228301 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CONTRACT WITH ROBBINS KERSTEN DIRECT IS FOR CONSULTING WORK RELATED TO DIGITAL AND DIRECT MAIL SOLICITATIONS. IN ADDITION, THE COMPANY PROVIDES MAILING SERVICES UNDER A SEPARATE AGREEMENT FOR WHICH THE FOUNDATION IS BILLED SEPARATELY FOLLOWING EACH MAILING. TOTAL FEES PAID TO ROBBINS KERSTEN DIRECT, INC FOR ADDITIONAL SERVICES PROVIDED IN 2016 WERE $529,871. 1 UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 114433 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 44400 TO SUPPORT THE WATERFRONT PROGRAM AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 675602 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 56700 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 73000 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 77000 TO SUPPORT SPECIAL PROJECTS FOR COAST GUARD UNITS AND THEIR FAMILIES AROUND THE COUNTRY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 89400 TO PROVIDE SUPPORT TO THE UNITED STATES COAST GUARD AUXILIARY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 678824 TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD COLLEGE SCHOLARSHIPS TO CHILDREN OF ENLISTED PERSONNEL 155 546336 FALLEN HEROES SCHOLARSHIPS 14 89964 COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS 8 8000 EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL 100 50000 PART I, LINE 2: CHILDREN OF ACTIVE DUTY, RETIRED, AND DECEASED ENLISTED PERSONNEL CAN APPLY FOR SCHOLARSHIPS AND A POINT SYSTEM IS USED TO RANK THE APPLICANTS BASED ON ACADEMIC PROMISE, LEADERSHIP POTENTIAL, AND CHARACTER. IN ADDITION, AN INDEPENDENT BOARD CONSISTING OF COAST GUARD PERSONNEL REVIEW THE APPLICATIONS AND PROVIDE A RANKING OF THE APPLICANTS. THE SCHOLARSHIP COMMITTEE REVIEWS THE TWO LISTS AND HAS FINAL APPROVAL ON 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 INSTITUTE WHO ANNOUNCES THE FUNDS AVAILABILITY, CHECKS FOR ELIGIBILITY, AND DISBURSES TO THE INDIVIDUALS SELECTED. THE INSTITUTE REPORTS TO THE FOUNDATION WITH PAYEE, CHECK NUMBER AND AMOUNT. RECIPIENTS ALSO HAVE THE ABILITY TO SEND ACKNOWLEDGEMENT EMAILS. GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST PRESENTED TO THE GRANTS COMMITTE WHICH 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 ANNE B BRENGLE PRESIDENT(THRU 12/31/16) 209323 0 0 0 0 0 8073 0 11789 0 229185 0 0 0 BRAD SISLEY SENIOR VP OF DEVELOPMENT 156500 0 0 0 0 0 6261 0 1500 0 164261 0 0 0 SUSAN LUDWIG REGIONAL DIR. OF PHILANTHR 134899 0 0 0 0 0 5316 0 23326 0 163541 0 0 0 X 2 1075000 RETAIL VALUE X CONSUMER GOODS 22 199814 RETAIL VALUE X OTHER 21 109282 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 TWO FORMS ARE SENT TO THE TRUSTEES ASKING THEM TO INDICATE WHETHER THEY ARE RELATED OR NON-RELATED PARTIES AND IF SO TO DISCLOSE THE RELATIONSHIP. THEY MUST ALSO DISCLOSE ANY CONFLICTS OF INTEREST. THE FORMS ARE THEN SIGNED 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 RESOURSE COMMITTEE OF THE BOARD OF THE 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 FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT. AUDITED FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. AMENDED RETURN EXPLANATION THE ORGANIZATION IS AMENDING ITS 2016 FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX TO CORRECT THE NUMBER OF INDEPENDENT VOTING MEMBERS OF THE GOVERNMENT BODY TO 23.