GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-01
- IRS object ID
- 201812749349100106
- Schema version
- 2017v2.3
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-01T13:35:45-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN GLEASON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8438423775 | PhoneNum |
| Signature | 2018-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2018-09-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $3,956,579 | 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 | $28 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,615 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,643 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,531 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $308,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $308,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $331,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,069 | CashBOYAmt |
| Cash EOY | $31,267 | CashEOYAmt |
| Cash EOYFMV | $31,267 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $902 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,684,772 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,524,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,924,410 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,856,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,556,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,956,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,160,412 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,160,412 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,303,625 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,603,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,856,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,556,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,856,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,556,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,856,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,556,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,556,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $372,762 | $417,887 | -$45,125 | -$45,125 |
| CAPITAL GAINS DIVIDENDS | P | $12,690 | $12,690 | $12,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $296,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,284,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090382 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $258,053 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,467,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074425 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $398,027 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,887,017 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102399 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $283,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,093,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069166 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $248,687 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,686,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.092581 | DistributionYr5Rt |
| Total Distribution | 0.428953 | TotalDistributionRt |
| Average Distribution | 0.085791 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,709,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $318,277 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $421 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $318,698 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $308,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $842 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $842 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,302 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,302 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $460 | OverpaymentAmt |
| Applied To ES Tax | $460 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | 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 | 14 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| BONNIE GLEASON | ||||||||
| 4 CARMA COURT | HILTON HEAD ISLAND | SC | 29926 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LENORE GLEASON | ||||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARTIN GLEASON | ||||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | PRESIDENT AND TREASURER | 10.00 | $0 | $0 | $0 |
| MARY GLEASON | ||||||||
| 11646 CAPTAIN RHETT LN | FAIRFAX STATION | VA | 22039 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY GLEASON | ||||||||
| 8 IVORY GULL PL | HILTON HEAD ISLAND | VA | 29926 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,635,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,766,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,766,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,709,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $842 | TotalTaxAmt |
| Distributable Before Adj | $184,654 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $184,654 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $184,654 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $308,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $308,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $115,821 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,474 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $204,258 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $86,123 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $623,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $308,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,646 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $747,088 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $115,821 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $631,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,474 | ExcessFromYear4Amt |
| Excess From Year3 | $204,258 | ExcessFromYear3Amt |
| Excess From Year2 | $86,123 | ExcessFromYear2Amt |
| Excess From Year1 | $133,766 | ExcessFromYear1Amt |
| Excess From Current Year | $123,646 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LENORE GLEASON | ContributingManagerNm |
| Contributing Manager | MARTIN GLEASON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 0 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 | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | UNRESTRICTED | $5,000 | |
| ANTIOCH EDUCATION CENTER | |||||||
| PO BOX 1930 | RIDGELAND | SC | 299362633 | PC | UNRESTRICTED | $74,000 | |
| BOYS & GIRLS CLUBS INC | |||||||
| 3900 CRITTENDEN DR | LOUISVILLE | KY | 402091126 | PC | UNRESTRICTED | $5,000 | |
| CATHOLIC MEDICAL CENTER | |||||||
| 100 MCGREGOR ST | MANCHESTER | NH | 031023730 | PC | UNRESTRICTED | $1,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $5,000 | |
| COMMUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DRIVE SUIT 700 | ARLINGTON | VA | 22202 | PC | UNRESTRICTED | $7,000 | |
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | |||||||
| 4 NORTHRIDGE DR STE A | HILTON HEAD | SC | 299263811 | PC | UNRESTRICTED | $20,000 | |
| DEEPWELL | |||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29926 | PC | UNRESTRICTED | $10,000 | |
| DOCTORS WO BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | PC | UNRESTRICTED | $2,000 | |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS RD | COCONUT CREEK | FL | 33073 | PC | UNRESTRICTED | $500 | |
| GLEASON FAMILY COLLEGE SETON HALL | |||||||
| 15 MAN O WAR | HILTON HEAD | SC | 299285248 | PC | UNRESTRICTED | $5,000 | |
| GOVERNORS SCHOOL | |||||||
| 1000 NORTH LOMBARDY ST | RICHMOND | VA | 23220 | PC | UNRESTRICTED | $3,300 | |
| HEIFER INTERNATIONAL | |||||||
| ONE WORLD AVENUE | LITTLE ROCK | AR | 72202 | PC | UNRESTRICTED | $5,000 | |
| HERITAGE CLASSIC | |||||||
| PO BOX 3244 | HILTON HEAD | SC | 299280244 | PC | UNRESTRICTED | $5,000 | |
| HILTON HEAD HABITAT FOR HUMANITY | |||||||
| PO BOX 2747 | BLUFFTON | SC | 299102747 | PC | UNRESTRICTED | $4,000 | |
| HILTON HEAD HEROES INC | |||||||
| PO BOX 6689 | HILTON HEAD | SC | 299386689 | PC | UNRESTRICTED | $1,000 | |
| HOPEFUL HORIZONS | |||||||
| 1212 CHARLES ST | BEAUFORT | SC | 299024112 | PC | UNRESTRICTED | $4,000 | |
| KC NQ2 CURE ALLIANCE INC | |||||||
| 3700 QUEBEC STREET UNIT 100-118 | DENVER | CO | 80207 | PC | UNRESTRICTED | $25,000 | |
| LUSTGARTEN FOUNDATION | |||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | PC | UNRESTRICTED | $5,000 | |
| MONTCLAIR STATE UNIVERSITY | |||||||
| 1 NORMAL AVE | MONTCLAIR | NJ | 07043 | PC | UNRESTRICTED | $1,000 | |
| MUSTARD SEED COMMUNITIES | |||||||
| 29 JANES AVENUE | MEDFIELS | MA | 02052 | PC | UNRESTRICTED | $3,000 | |
| NAMI | |||||||
| 3803 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $6,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 FAIRFAX DR STE 100 | ARLINGTON | VA | 222031637 | PC | UNRESTRICTED | $5,000 | |
| NEIGHBORHOOD OUT REACH CORP | |||||||
| 7806 NW 7TH AVE | MIAMI | FL | 331503268 | PC | UNRESTRICTED | $1,000 | |
| NJHA | |||||||
| 15 RAILROAD AVE | HOMER CITY | PA | 157481378 | PC | UNRESTRICTED | $25,000 | |
| PEP | |||||||
| 408 W SAINT LOUIS AVE | BLAND | MO | 650141015 | PC | UNRESTRICTED | $5,000 | |
| PREGNANCY CENTER | |||||||
| 111 PIAZZA TER | LINCOLN | NE | 685102138 | PC | UNRESTRICTED | $2,000 | |
| PTR FOUNDATION | |||||||
| 5850 WATERLOO RD STE 140 | COLUMBIA | MD | 210451944 | PC | UNRESTRICTED | $2,000 | |
| RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $25,000 | |
| SOME | |||||||
| 71 O STREET NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED | $3,000 | |
| SALVATION ARMY | |||||||
| 6601 N BROADWAY EXT | OKLAHOMA CITY | OK | 731168242 | PC | UNRESTRICTED | $5,000 | |
| SCRIPPS RESEARCH INST | |||||||
| 10550 NORTH TORREY PINES ROAD TPC2 | LA JOLLA | CA | 92037 | PC | UNRESTRICTED | $8,000 | |
| SPECIAL OLYMPICS | |||||||
| 1133 NINETEENTH STREET NW 12TH | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $500 | FLOOR |
| ST JUDE | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $3,000 | |
| UNITED WAY OF LOW COUNTY HILTON HEAD SC | |||||||
| 1538 FORDING ISLAND ROAD SUITE 107 | HILTON HEAD | SC | 29926 | PC | UNRESTRICTED | $20,000 | |
| UTICA COLLEGE | |||||||
| 1600 BURRSTONE RD | UTICA | NY | 135024857 | PC | UNRESTRICTED | $1,000 | |
| VOLUNTEER IN MEDICARE | |||||||
| 15 NORTHRIDGE DR | HILTON HEAD ISLAND | SC | 29926 | PC | UNRESTRICTED | $5,000 | |
| WOUNDED WARRIOR PROJECT | |||||||
| 7020 AC SKINNER PARKWAY | JACKSONVILLE | FL | 32256 | PC | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $308,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,615 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,208 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,208 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $2,524,465 | EOYBookValueAmt |
| EOYFMV | $3,924,410 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $21,531 | Amt |
| Net Investment Income | $21,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,530 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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