GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349101295
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:53:18-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-03 | 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 | 2017-09-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-03 | IPDt |
| IP Tm | 09:27:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1ABDAC05AAC29625A186132EF49640CD6ABDDC83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,530,406 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $930,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,300 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,079 | 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 |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,674 | CashBOYAmt |
| Cash EOY | $141,069 | CashEOYAmt |
| Cash EOYFMV | $141,069 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $281,747 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,946 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,879,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,684,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,358,391 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,175,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,856,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,530,406 | 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 | -$984,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,303,625 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,175,852 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,856,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,175,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,856,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,175,852 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,666 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,934,186 | SubtotalAmt |
| Other Decreases | $77,399 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,856,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Neuberger Berman # 541-30861 | P | 2016-01-01 | 2016-06-30 | $147,981 | $157,750 | -$9,769 | -$9,769 |
| Neuberger Berman # 541-30861 | P | 2015-01-01 | 2016-12-31 | $559,570 | $559,746 | -$176 | -$176 |
| Neuberger Berman # NBJ-040640 | P | 2016-01-01 | 2016-06-30 | $117,927 | $115,976 | $1,951 | $1,951 |
| Neuberger Berman # NBJ-040640 | P | 2015-01-01 | 2016-12-31 | $95,440 | $91,715 | $3,725 | $3,725 |
| Capital Gains Dividends | P | $9,569 | $9,569 | $9,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,053 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,467,279 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074425 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $398,027 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,887,017 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $283,140 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,093,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $248,687 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,686,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092581 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $275,904 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,852,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096735 | DistributionYr5Rt |
| Total Distribution | 0.435306 | TotalDistributionRt |
| Average Distribution | 0.087061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,284,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $285,988 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $557 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $286,545 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,455 | 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 | $557 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $557 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $557 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,875 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,875 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $1,302 | OverpaymentAmt |
| Applied To ES Tax | $1,302 | 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 | $3,202,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,334,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,334,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,284,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $557 | TotalTaxAmt |
| Distributable Before Adj | $163,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $297,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $557 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $296,898 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $275,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $115,821 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,474 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $204,258 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,123 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $765,580 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $297,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,766 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $899,346 | 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 | $275,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $623,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $115,821 | ExcessFromYear4Amt |
| Excess From Year3 | $83,474 | ExcessFromYear3Amt |
| Excess From Year2 | $204,258 | ExcessFromYear2Amt |
| Excess From Year1 | $86,123 | ExcessFromYear1Amt |
| Excess From Current Year | $133,766 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Allegheny College | ||||||
| 520 N Main St | Meadville | PA | 16335 | PC | UNRESTRICTED | $5,000 |
| American Cancer Society | ||||||
| 59 POPE AVENUE | HILTON HEAD | SC | 29928 | PC | Unrestricted | $5,000 |
| aMERICAN DIABETES ASSOCIATION | ||||||
| 1701 BEAUREGARD ST | ALEXANDRIA | VA | 22311 | PC | UNRESTRICTED | $300 |
| American Heart Association | ||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | PC | UNRESTRICTED | $20,000 |
| Antioch education center | ||||||
| PO BOX 1712 | ANTIOCH | CA | 94509 | PC | Unrestricted | $105,000 |
| Bishops Annual Appeal | ||||||
| P0 BOX 818 | CHARLESTON | SC | 29402 | PC | Unrestricted | $3,000 |
| Boys AND Girls CLUB OF HILTON HEAD | ||||||
| PO BOX 22267 | HILTON HEAD | SC | 29926 | PC | UNRESTRICTED | $5,000 |
| CATHOLIC MEDICAL Center | ||||||
| 100 McGregor St | Manchester | NH | 03102 | PC | UNRESTRICTED | $1,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | UNRESTRICTED | $7,500 |
| Coastal Discovery Museum | ||||||
| 70 HONEY HORN PLANTATION | HILTON HEAD | SC | 29925 | PC | UNRESTRICTED | $3,000 |
| DEEPWELL | ||||||
| PO BOX 5543 | HILTON HEAD ISLAND | SC | 29926 | PC | UNRESTRICTED | $10,000 |
| DOCTORS WO BOARDerS | ||||||
| 333 7th Avenue | New YORK | NY | 100015004 | PC | UNRESTRICTED | $2,000 |
| Fellowship of Christain Athletes | ||||||
| 8701 Leeds Road | Kansas City | MO | 64129 | PC | UNRESTRICTED | $500 |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS RD | POMPANO BEACH | FL | 33073 | PC | UNRESTRICTED | $500 |
| Hemophilia Association NJ | ||||||
| 5 AUER CT STE F | BRUNSWICK | NJ | 08816 | PC | UNRESTRICTED | $25,000 |
| Hilton Head Habitat for Humanity | ||||||
| PO Box 2747 | Bluffton | SC | 29910 | PC | UNRESTRICTED | $500 |
| Hilton Head Island Recreation Center | ||||||
| PO BOX 22593 | Hilton Head | SC | 22926 | PC | UNRESTRICTED | $1,000 |
| hope haven | ||||||
| 1800 19th Street | Rock Valley | IA | 51247 | PC | UNRESTRICTED | $5,000 |
| jUNIOR Jazz FOUNDATION | ||||||
| PO BOX 4751 | HILTON HEAD Island | SC | 29938 | PC | UNRESTRICTED | $500 |
| KC NQ2 Cure Alliance Inc | ||||||
| 3700 Quebec Street Unit 100-118 | Denver | CO | 80207 | PC | UNRESTRICTED | $25,000 |
| LustgarDen Foundation | ||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | PC | UNRESTRICTED | $5,000 |
| Mountclar University | ||||||
| 1 Normal Ave | Montclair | NJ | 07043 | PC | UNRESTRICTED | $1,000 |
| MUSTART SEED COMMUNITIES | ||||||
| 29 lANES AVE | MEDFIEL | MA | 02052 | PC | UNRESTRICTED | $15,000 |
| Pregnancy Center | ||||||
| 1327 DILLON HEIGHTS AVE | BALTIMORE | MD | 21228 | PC | UNRESTRICTED | $3,000 |
| Program for Exceptional People | ||||||
| 10 Oak Park Dr | hilTON HEAD | SC | 29926 | UNRESTRICTED | $2,000 | |
| Red Cross | ||||||
| 431 18th Street NW | Washington | DC | 20006 | PC | UNRESTRICTED | $5,000 |
| SMILE TRAIN | ||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | PC | UNRESTRICTED | $1,000 |
| SOAR | ||||||
| PO Box 96409 | Washington | DC | 20090 | PC | UNRESTRICTED | $1,000 |
| St Jude | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED | $1,000 |
| St Francis | ||||||
| 125 Doughty Street Suite 790 | CHARLESTON | SC | 29403 | PC | UNRESTRICTED | $5,000 |
| The Nature Conservancy | ||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $1,000 |
| United Way of Low County Hilton Head SC | ||||||
| 1538 FORDING ISLAND ROAD SUITE 107 | HILTON HEAD | SC | 29926 | PC | UNRESTRICTED | $22,500 |
| Utica College | ||||||
| 1600 Burrstone Rd | utica | NY | 13502 | PC | UNRESTRICTED | $1,000 |
| Volunteer in Medicare | ||||||
| 15 Northridge Dr | Hilton Head Island | SC | 29926 | PC | UNRESTRICTED | $5,000 |
| Wounded Warrior | ||||||
| 7020 AC SKINNER PARKWAY | JACKSONVILLE | FL | 32256 | PC | UNRESTRICTED | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,300 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,300 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,189 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fee | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Neuberger Berman | $0 | $0 |
| Charles Schwab | $2,684,772 | $3,358,391 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | prior period adjustment | Desc |
| Amt | $77,399 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank fees | $203 | $203 | $0 |
| Filing Fees | $55 | $0 | $55 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $110 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fee | CategoryTxt |
| Amt | $9,367 | Amt |
| Net Investment Income | $9,367 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $730 | Amt |
| Net Investment Income | $730 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments