BETA

GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-09
IRS object ID
201603149349100020
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-09T11:36:34-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 Becker Farm RoadAddressLine1Txt
CityRoselandCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223628310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GLEASON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLEABusinessNameControlTxt
Phone8438423775PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 Man O WarAddressLine1Txt
CityHilton HeadCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29928ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN GLEASONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8438423775PhoneNum
Signature2016-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS LANNINGPreparerPersonNm
PTINP00851654PTIN
Phone9732283500PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,293,090FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,766DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,766DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$365,299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,743,248GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$291,513TotalRevAndExpnssAmt
Total Net Invst Incm$73,786TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,349TaxesRevAndExpnssAmt
Taxes Net Invst Incm$579TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$60OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$60OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,426TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,096TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,560TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$256,493ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$256,493ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,096TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$258,053TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$555,432ExcessRevenueOverExpensesAmt
Net Investment Income$71,690NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$14,674CashEOYAmt
Cash EOYFMV$14,674CashEOYFMVAmt
Sav And Temp Cash Invst BOY$108,982SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$281,747SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$281,747SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,649,325CorporateStockBOYAmt
Corporate Stock EOY$2,879,431CorporateStockEOYAmt
Corporate Stock EOYFMV$2,996,669CorporateStockEOYFMVAmt
Total Assets BOY$3,758,307TotalAssetsBOYAmt
Total Assets EOY$3,175,852TotalAssetsEOYAmt
Total Assets EOYFMV$3,293,090TotalAssetsEOYFMVAmt
Other Liabilities BOY$27,023OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$27,023TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,160,412CapitalStockBOYAmt
Capital Stock EOY$4,160,412CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$429,128RetainedEarningBOYAmt
Retained Earning EOY-$984,560RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,731,284TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,175,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,758,307TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,175,852TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,731,284TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$555,432ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,175,852SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,175,852TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NEUBERGER BERMANP2014-01-012015-12-31$1,733,623$2,108,547-$374,924-$374,924
CAPITAL GAINS DIVIDENDSP$9,625$9,625$9,625
FieldValueIRS element (for citing)
Capital Gain Net Income-$365,299CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$398,027AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,887,017NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.102399DistributionYr1Rt
Adjusted Qlfy Distri Yr2$283,140AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,093,611NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.069166DistributionYr2Rt
Adjusted Qlfy Distri Yr3$248,687AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,686,167NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.092581DistributionYr3Rt
Adjusted Qlfy Distri Yr4$275,904AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,852,177NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.096735DistributionYr4Rt
Adjusted Qlfy Distri Yr5$229,477AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,479,216NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.092560DistributionYr5Rt
Total Distribution0.453441TotalDistributionRt
Average Distribution0.090688AverageDistributionRt
Net Vl Noncharitable Assets$3,467,279NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$314,441AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$717NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$315,158AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$258,053QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,306EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,306TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,872OverpaymentAmt
Applied To ES Tax$4,872AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTIN GLEASONIndividualWithBooksNm
Phone8438423775PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114 MAN O WARAddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29928ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BONNIE GLEASON
4 CARMA COURTHILTON HEAD ISLANDSC29926Trustee1.00$0$0$0
LENORE GLEASON
15 MAN O WARHILTON HEAD ISLANDSC29928Trustee1.00$0$0$0
MARTIN GLEASON
15 MAN O WARHILTON HEAD ISLANDSC29928PRESIDENT AND TREASURER10.00$0$0$0
MARY GLEASON
11646 captain rhett lnFAIRFAX STATIONVA22039trustee1.00$0$0$0
NANCY GLEASON
8 IVORY GULL PLHILTON HEAD ISLANDVA29926trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,367,757AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,323AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,520,080TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,520,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,801CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,467,279NetVlNoncharitableAssetsAmt
Minimum Investment Return$173,364MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$173,364MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,434TaxBasedOnInvestmentIncomeAmt
Total Tax$1,434TotalTaxAmt
Distributable Before Adj$171,930DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$171,930DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$171,930DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$258,053ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$258,053QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$258,053AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$171,930DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$232,202ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$275,904ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$115,821ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,474ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$204,258ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$911,659TotalExcessDistributionCyovAmt
Qualifying Distributions$258,053QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$171,930AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,123RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$997,782TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$232,202ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$765,580ExcessDistriCyovToNextYrAmt
Excess From Year4$275,904ExcessFromYear4Amt
Excess From Year3$115,821ExcessFromYear3Amt
Excess From Year2$83,474ExcessFromYear2Amt
Excess From Year1$204,258ExcessFromYear1Amt
Excess From Current Year$86,123ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLENORE GLEASONContributingManagerNm
Contributing ManagerMARTIN GLEASONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARTIN GLEASONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115 MAN 0 WARAddressLine1Txt
CityHILTON HEAD ISLANDCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29928ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8434223775RecipientPhoneNum
Form And Info And MaterialsnoneFormAndInfoAndMaterialsTxt
Submission DeadlinesnoneSubmissionDeadlinesTxt
Restrictions On AwardsnoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Cancer Society
59 POPE AVENUEHILTON HEADSC29928PCUnrestricted$5,000
aMERICAN DIABETES ASSOCIATION
1701 BEAUREGARD STALEXANDRIAVA22311PCUNRESTRICTED$200
Antioch education center
P0 BOX 1712ANTIOCHCA94509PCUnrestricted$77,000
Art Center of Coastal
14 Shelter Cove LaneHilton Head IslandSC29928PCUnrestricted$5,000
Assumption College For Sisters
200 Morris AveDenvilleNJ07834PCUNRESTRICTED$5,000
Bishops Annual Appeal
P0 BOX 818CHARLESTONSC29402PCUnrestricted$5,000
Boys AND Girls CLUB OF HILTON HEAD
PO BOX 22267HILTON HEADSC29926PCUNRESTRICTED$7,500
BUDDIES FOR CHARITY
4515 MANOR CIR RON L KOCHSIOUX CITYIA51104PCUNRESTRICTED$500
CATHOLIC MEDICAL Center
100 McGregor StManchesterNH03102PCUNRESTRICTED$3,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201PCUNRESTRICTED$10,000
Coastal Discovery Museum
70 HONEY HORN PLANTATIONHILTON HEADSC29925PCUNRESTRICTED$1,000
Coastal Pet Rescue
PO Box 30462SavannahGA31410PCUNRESTRICTED$5,000
Communities in Schools
2345 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCUNRESTRICTED$2,000
DEEPWELL
PO BOX 5543HILTON HEAD ISLANDSC29926PCUNRESTRICTED$15,500
DOCTORS WO BOARDerS
333 7th AvenueNew YORKNY100015004PCUNRESTRICTED$1,000
Ella White Scholarship
PO BOX 21284HILTON HEADSC29925PCUNRESTRICTED$1,000
FOOD FOR THE POOR
6401 LYONS RDPOMPANO BEACHFL33073PCUNRESTRICTED$3,000
Governors school for the Arts
Po BOX 8458GREENVILLESC29604PCUNRESTRICTED$2,500
HABITAT FOR HUMANITY
102 IRON MOUNTAIN ROADMINE HILLNJ07803PCUNRESTRICTED$2,000
Hemophilia Association NJ
5 AUER CT STE FBRUNSWICKNJ08816PCUNRESTRICTED$35,000
Hilton Head HEROES
1 Spanish Moss RdHilton Head IslandSC29928PCUNRESTRICTED$2,000
Hope good for Humane
15 man o warHilton HEADSC29928PCUNRESTRICTED$1,000
HOPE HAVEN
PO BOX 2502BEAFORTSC29901PCUNRESTRICTED$7,500
ISLAND School council of Arts
PO Box 23047Hilton Head IslandSC29925PCUNRESTRICTED$500
jUNIOR Jazz FOUNDATION
PO BOX 4751HILTON HEAD IslandSC29938PCUNRESTRICTED$500
Lows County Food Bank
2864 AZALEA DRIVECHARLESTONSC29405PCUNRESTRICTED$5,000
LustgarDen Foundation
1111 STEWART AVENUEBETHPAGENY11714PCUNRESTRICTED$5,000
Mountclar University
1 Normal AveMontclairNJ07043pcUnrestricted$1,000
MUSCULAR dystrophy association
222 S Riverside Plaza Suite 1500ChicagoIL60606PCUNRESTRICTED$200
MUSTART SEED COMMUNITIES
29 lANES AVEMEDFIELMA02052PCUNRESTRICTED$10,000
NAMI
3803 N Fairfax Drive Suite 100ArlingtonVA22203PCUNRESTRICTED$1,000
ONE LOVE RESCUE
463 JOHNNY MERCER BLVD STE B 142SAVANNAHGA31410PCUNRESTRICTED$2,500
program for exeptional people
10 oak park drive box 2Hilton Head IslandSC29926PCUNRESTRICTED$2,000
QUEEN OF PEACE HS
191 RUTHERFORD PLACENORTH ARLINGTONNJ07031PCUNRESTRICTED$2,000
SALVATION ARMY
1316 FORDING ISLAND sUITE ABLUFFTONSC29910PCUNRESTRICTED$5,000
Sand Box Hilton Head
18A Pope AveHilton Head IslandSC29928PCUNRESTRICTED$10,000
Scripps Research
10550 NORTH TORREY PINES ROAD TPC 2LA JOLLACA92037PCUNRESTRICTED$3,000
SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010PCUNRESTRICTED$1,000
SOME
125 JOHN ROBERTS RD STE 5SOUTH PORTLANDME04106PCUNRESTRICTED$3,000
St Jude
501 ST JUDE PLACEMEMPHISTN38105PCUNRESTRICTED$3,000
ST ANDREWS CHURCH
20 POPE AVEHILTON HEADSC29928PCUnrestricted$500
THE CHILDREN CENTER
6800 NW 39TH EXPWYBETHANYOK73008PCUNRESTRICTED$2,500
The Nature Conservancy
4245 N FAIRFAX DR STE 100ARLINGTONVA22203PCUNRESTRICTED$5,000
United Way of Low County Hilton Head SC
1538 FORDING ISLAND ROAD SUITE 107HILTON HEADSC29926PCUNRESTRICTED$17,500
upward
685 3rd Avenew YORKNY10017PCUNRESTRICTED$500
USTA Foundation
70 W RED OAK LNWHITE PLAINSNY10604PCUNRESTRICTED$2,000
Utica College
1600 Burrstone RduticaNY13502PCUNRESTRICTED$500
Visitation Academy ST LOUIS
222 Farview AvenueParamusNJ07652PCUNRESTRICTED$1,000
Volunteer in Medicare
15 Northridge DrHilton Head IslandSC29926PCUNRESTRICTED$7,000
Wounded Warrior
7020 AC SKINNER PARKWAYJACKSONVILLEFL32256PCUNRESTRICTED$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$293,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,766ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$365,299ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$291,513ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$291,513TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feeCategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNeuberger BermanStockNm
EOY Book Value$2,879,431EOYBookValueAmt
EOYFMV$2,996,669EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank feesDesc
Revenue And Expenses Per Books$60RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$60DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCash OverdraftDesc
BOY Book Value$27,023BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment feeCategoryTxt
Amt$17Amt
Net Investment Income$17NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign taxes$579$579$0
Federal taxes$3,770$0$0

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