2018-11-14T11:47:59-06:00 2017-12-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2017-01-01 205804684 GLEASON FAMILY FOUNDATION GLEA 4155783935 67 MARK DRIVE SAN RAFAEL CA 94903 TRACY GLEASON PRESIDENT/CEO 4155783935 2018-11-12 1 TAMARA L MCINERNEY P00011797 6508556800 2018-11-12 208.184.139.130 2018-11-12 13:10:36 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2EF68EA0E1DD5DF57034D323392540BEDE8D38BD 2017 2019-02-21 02:37:17Z X X 192740160 X X 3223508 4495659 446425 446425 446425 11496684 24809462 10068381 691719 1739164 15858336 16749629 618159 23610 594549 700783 0 700783 121801 0 121801 6120 2445 3675 73975 14961 59014 2367549 235575 2131974 620762 31083 118914 225968 172209 241151 0 241151 1065034 10529 1054505 152592 0 152592 6052162 656926 5507137 12246056 1147338 10686095 6005595 3821104 18251651 1147338 14507199 -2393315 15602291 1828073 1727837 1727837 5320782 1435715 5320782 5320782 10571428 0 10685714 10571428 10571428 1846916 1685685 1685685 596977 1226366 1226366 141500330 151036932 151036932 8241825 2661850 5714964 5579975 14438100 608254 601234 601234 6328897 215480 4956675 6113417 6113417 18379 18379 18379 169191997 183882035 192740160 434730 672088 733550 2918041 2215000 1806846 3383280 5396975 X 165808717 178485060 165808717 178485060 169191997 183882035 165808717 -2393315 15761377 179176779 691719 178485060 BLACKROCK ALPHA TILTS FUND B P 7579184 3674768 3904416 3904416 INTERNATIONAL ALPHA TILTS FUND B P 3141084 4373689 -1232605 -1232605 RUSSELL 2000 ALPHA TILTS FUND B P 6229733 6692617 -462884 -462884 SHORT TERM INVESTMENT FUND B P 7 -7 -7 PASSTHROUGH GAIN ADJUSTMENT P 7859461 7859461 7859461 10068381 0 19059304 164548517 0.115828 16912292 161024976 0.105029 12651738 179890161 0.070330 9958341 174166836 0.057177 10442882 159937774 0.065293 0.413657 0.082731 165950325 13729236 156023 13885259 15717703 X 156023 0 156023 0 156023 344767 62000 0 406767 0 250744 250744 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 4155783935 67 MARK DRIVE SAN RAFAEL CA 94903 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 JAMES S GLEASON 47 MARK DRIVE SAN RAFAEL CA 94903 CHAIRMAN 10.00 29000 0 0 JANIS F GLEASON 47 MARK DRIVE SAN RAFAEL CA 94903 VP, SECRETARY AND TREASURE 10.00 28000 0 0 TRACY R GLEASON 47 MARK DRIVE SAN RAFAEL CA 94903 PRESIDENT AND CEO 50.00 434712 37488 0 ALBERT W MOORE 47 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 5.00 29000 0 2004 GARY J KIMMET 47 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 5.00 29000 0 1955 JEFFERY P ROBINSON 47 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 5.00 27000 0 0 CLARE H MULLIN 47 MARK DRIVE SAN RAFAEL CA 94903 EXEC PROGRAM DIRECTO 50.00 249711 39034 0 KIMBERLY L MADSEN 47 MARK DRIVE SAN RAFAEL CA 94903 CONTROLLER 50.00 166104 35233 0 NICOLLE W DOUGHERTY 47 MARK DRIVE SAN RAFAEL CA 94903 EXECUTIVE ASSISTANT 40.00 106936 32866 0 HALEIGH L MADSEN 47 MARK DRIVE SAN RAFAEL CA 94903 LOGISTICS MANAGER 45.00 60336 3094 0 0 SCHOOL CHOICE EVENT SERVICES PO BOX 2549 SANTA ROSA BEACH FL 32459 PROJECT CONSULTING & EXPENSES 1834325 MICHAEL MULLIN BUILDING INC 31 CURTIS AVENUE SAN RAFAEL CA 94901 GENERAL CONTRACTOR-IMPROVEMENTS & REPAIR 1069294 EMERALD ADVERTISING 807 OREGON AVENUE SAN MATEO CA 94402 DESIGN, PRINTING & COPYING 711266 FEDEX PO BOX 7221 PASADENA CA 911097321 SHIPPING SERVICES 656932 PROVIDENTIAL STRATEGIC LLC PO BOX 2014 SANTA ROSA BEACH FL 32459 PROJECT ONLINE-MEDIA 272725 7 NATIONAL SCHOOL CHOICE WEEK (NSCW) IS A NON-PARTISAN PUBLIC AWARENESS EFFORT THAT PROVIDES A CONCENTRATED FOCUS ON EFFECTIVE EDUCATION OPTIONS FOR ALL CHILDREN AND THE NEED FOR A K-12 EDUCATION SYSTEM THAT PROVIDES A WIDE ARRAY OF SCHOOL CHOICES THAT MOTIVATE STUDENTS AND ENABLE PARENTS TO CHOOSE THE BEST SCHOOL FOR THEIR CHILDREN. NSCW HAS GROWN FROM 150 EVENTS IN 2011 TO 21,392 IN 2017. 8724615 0 141142905 2325054 25009528 168477487 0 0 168477487 2527162 165950325 8297516 8297516 156023 156023 8141493 0 8141493 0 8141493 14507199 0 1210504 15717703 156023 15561680 8141493 0 0 2533903 1472416 3760530 8904934 11121262 27793045 15717703 0 0 0 8141493 7576210 0 0 35369255 0 0 0 0 0 0 2533903 32835352 1472416 3760530 8904934 11121262 7576210 KIMBERLY MADSEN 47 MARK DR SAN RAFAEL CA 94903 4155783935 COMPLETED APPLICATION AND A LETTER INCLUDING DESCRIPTION AND NEEDS OF THE ORGANIZATION. N/A MOST NEW GRANTS AWARDED RELATE TO IMPROVING K-12 EDUCATION. AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2900 CRYSTAL DRIVE STE 600 ARLINGTON VA 22202 NONE PC GENERAL SUPPORT 75000 AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 AMERICAN RED CROSS 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 50000 ANTLANTIC LEGAL FOUNDATION 500 MAMARONECK AVENUE SUITE 320 HARRISON NY 10528 NONE PC GENERAL SUPPORT 15000 ASSOC OF AMERICAN EDUCATORS FOUNDATION 27405 PERTA REAL SUITE 230 MISSION VIEJO CA 92691 NONE PC GENERAL SUPPORT 75000 CALIFORNIA TEACHERS EMPOWERMENT NETWORK 22720 CAVALIER ST WOODLAND HILLS CA 91364 NONE PC GENERAL SUPPORT 40000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 65000 CHOICE MEDIA 36 NEWARK ST SUITE 501 HOBOKEN NJ 07030 NONE PC GENERAL SUPPORT 275000 EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 400000 EDUCATION ACTION GROUP FOUNDATION 950 W NORTON SUITE 202 MUSKEGON MI 49441 NONE PC GENERAL SUPPORT 230000 HERITAGE FOUNDATION THE 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 NONE PC GENERAL SUPPORT 125000 HOPE HALL 1612 BUFFALO ROAD ROCHESTER NY 14624 NONE PC GENERAL SUPPORT 50000 INSTITUTE FOR JUSTICE 901 N GLEBE RD SUITE 900 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 450000 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS MX 23462 NONE PC GENERAL SUPPORT 50000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 75000 NATIONAL MERIT SCHOLARSHIP CORPORATION PO BOX 99389 CHICAGO IL 606939389 NONE PC GENERAL SUPPORT 80500 NATIONAL RIGHT TO WORK LEGAL DEFENSE 8001 BRADDOCK ROAD STE 600 SPRINGFIELD VA 22151 NONE PC GENERAL SUPPORT 100000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT 75000 PACIFIC RESEARCH INSTITUTE 101 MONTGOMERY ST SUITE 1300 SAN FRANCISCO CA 94104 NONE PC GENERAL SUPPORT 125000 PARENT CHOICE INC 2423 W MARCH LANE SUITE 200 STOCKTON CA 95207 NONE PC GENERAL SUPPORT 50000 PERC 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 597186829 NONE PC GENERAL SUPPORT 10000 PHILANTHROPY ROUNDTABLE THE 1120 20TH ST NW SUITE 550 SOUTH WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 40000 REASON FOUNDATION 5737 MESMER AVENUE LOS ANGELES CA 902306316 NONE PC GENERAL SUPPORT 100000 RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 NONE PC GENERAL SUPPORT 500000 ROCHESTER INSTITUTE OF TECHNOLOGY 77 LOMB MEMORIAL DRIVE ROCHESTER NY 146235603 NONE PC GENERAL SUPPORT 260000 UNCOMMON SCHOOLS 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 NONE PC GENERAL SUPPORT 114286 UNIVERSITY OF ROCHESTER - SIMON SCHOOL PO BOX 270032 ROCHESTER NY 146270032 NONE PC GENERAL SUPPORT 62500 UNIVERSITY OF ROCHESTER - SIMON SCHOOL PO BOX 270032 ROCHESTER NY 146270032 NONE PC GENERAL SUPPORT 62500 MATCHING GRANTS 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC MATCHING GRANTS 14230 DIRECTED GRANTS 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC DIRECTED GRANTS 44500 GLEASON FUNDED LIFE BENEFIT PLAN 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 7588 3821104 INSTITUTE FOR JUSTICE 901 N GLEBE RD SUITE 900 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 450000 MOVING PICTURE INSTITUTE 375 GREENWICH STREET NEW YORK NY 10013 NONE PC GENERAL SUPPORT 450000 RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 NONE PC GENERAL SUPPORT 2000000 2900000 14 3223508 16 446425 14 691719 18 11496684 0 15858336 0 15858336 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 73975 14961 59014 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS BAJA CALIFORNIA S MX 2016-12-07 150000 THE PURPOSE OF THE GRANT IS TO PROVIDE FUNDS FOR THE LOS NINOS DEL CAPITAL 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. 50000 NONE 2/14/17, 4/17/18 THE GRANTEE IS PERFORMING A TREMENDOUS SERVICE TO THE WORKING POOR BY PROVIDING DAY CARE AND EDUCATIONAL SERVICES. CORPORATE STOCK 91866712 91866712 BLACKROCK POOLED EQUITY FUND 59170220 59170220 VARIOUS AT COST 601234 601234 LEGAL 6120 2445 3675 SECURITY DEPOSIT 18379 18379 18379 SECTION 481(A) ADJUSTMENT 691719 ADVERTISING 289510 0 289510 BANK SERVICE CHARGES & FEES 3587 0 3587 BLACKROCK: OTHER PORTFOLIO DEDUCTIONS 0 111901 0 COMPUTER & SOFTWARE 9999 0 9999 DUES 2005 0 2005 EQUIPMENT EXPENSE 20745 0 20745 FULFILLMENT SUPPLIES 4115409 0 4115409 INSURANCE 28889 0 28889 LANDSCAPING 1080 0 1080 MAINTENANCE & REPAIRS 45193 2406 42787 MEALS & ENTERTAINMENT 47717 2235 45482 OTHER FEES & LICENSES 43670 0 43670 PAYROLL ADMINISTRATION FEES 13247 0 13247 POSTAGE 115007 0 115007 RENTAL EXPENSES 540384 540384 0 SCHOLARSHIP DINNER 1479 0 1479 SECURITY 420 0 420 SHIPPING 657054 0 657054 SUPPLIES 25191 0 25191 TELEPHONE 30075 0 30075 UTILITIES 40622 0 40622 WORKERS' COMP 20879 0 20879 SECTION 481(A) ADJUSTMENT 691719 1693972 691719 OTHER BLACKROCK PORTFOLIO INCOME 45192 UNREALIZED GAIN 14961610 PRIOR PERIOD ADJUSTMENT - EXCISE TAX EXPENSE 799767 DEFERRED FEDERAL EXCISE TAX 2215000 1806846 COMPUTER SERVICES 20687 0 20687 HR SERVICES 3104 0 3104 INVESTMENT FEES 235575 235575 0 MANAGEMENT 412000 0 412000 ONLINE MEDIA 173037 0 173037 OTHER 297579 0 297579 OUTREACH 670727 0 670727 PUBLIC RELATIONS 554840 0 554840 EXCISE TAX 501848 0 0 PROPERTY TAX 54103 0 54103 USE TAX 5406 0 5406 PAYROLL TAXES 59405 0 59405 FOREIGN TAX 0 31083 0