2015-08-12T13:40:12-05:00 2014-12-31 050255779 SANSIVERI KIMBALL & CO LLP 55 DORRANCE STREET PROVIDENCE RI 029032220 990 2014-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 ANNE B BRENGLE PRESIDENT 8605350786 2015-08-07 1 KATIE KLOSS P01067567 4013310500 2014 2016-02-25 16:41:14Z ANNE B BRENGLE 394 TAUGWONK ROAD STONINGTON CT 063781807 10430610 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION STRIVES TO HELP COAST GUARD MEN AND WOMEN STRENGTHEN OUR NATION BY ENCOURAGING THEM TO EXCEL, ON DUTY AND OFF. THE FOUNDATION SUPPORTS ACADEMIC, ATHLETIC, AND LEADERSHIP EXCELLENCE FOR CADETS AT THE ACADEMY; SUPPORTS FAMILIES AND THE COAST GUARD COMMUNITY WHEN THERE IS ACTIVE DUTY LOSS OF LIFE OR CRITICAL INJURY IN THE LINE OF DUTY; PROVIDES COLLEGE SCHOLARSHIPS TO DEPENDENTS OF ENLISTED PERSONNEL; FUNDS RECREATIONAL AND FAMILY-ORIENTED FACILITIES; SUPPORTS EDUCATIONAL AND MORALE PROGRAMS AT BASES, AND ON CUTTERS AROUND THE NATION; AND BRINGS AWARENESS TO THE PUBLIC OF THE IMPORTANCE OF THE COAST GUARD MISSION AND RECOGNIZES THE COAST GUARD'S ACHIEVEMENTS. 30 30 14 150 0 0 6187142 6122693 0 0 909059 728573 256013 -31064 7352214 6820202 2125570 2784807 0 0 1075712 1339493 147200 194000 1279999 1865422 2167201 5213904 6485501 2138310 334701 9529698 9697814 740106 605596 8789592 9092218 X THE COAST GUARD FOUNDATION'S MISSION IS TO SUPPORT PROJECTS AND PROGRAMS THAT ENHANCE THE LIVES OF ALL COAST GUARD MEMBERS AND THEIR FAMILIES. THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE US COAST GUARD BY PROMOTING ITS RICH HERITAGE OF SERVICE TO OUR COUNTRY AND HIGHLIGHTING ACHIEVEMENTS OF THE COAST GUARD BOTH WITHIN ITS MEMBERSHIP BY HONORING ITS HEROES, AND AS AN ORGANIZATION THAT WORKS TIRELESSLY TO PROTECT AND DEFEND OUR COUNTRY'S SHORES. 0 0 1995673 1495108 SUPPORT TO THE UNITED STATES COAST GUARD AT LARGE:THE COAST GUARD FOUNDATION CONTRIBUTES TO THE UNITED STATES COAST GUARD BY PROMOTING THE GENERAL WELFARE OF THOSE IN THE SERVICE. THE FOUNDATION SUPPORTS EDUCATION, DEVELOPS LEADERSHIP POTENTIAL AND PROVIDES MORALE SUPPORT TO THOSE WHO SERVE. THE COAST GUARD FOUNDATION WORKS HAND IN HAND WITH THE COAST GUARD'S EDUCATION GRANT PROGRAM TO SUPPLEMENT THE TUITION ASSISTANCE PROGRAM SO ENLISTED PERSONNEL HAVE ACCESS TO FUNDS FOR BOOKS, FEES AND SUPPLIES THAT MIGHT OTHERWISE BE OUT OF REACH. COAST GUARD FOUNDATION FUNDS PROVIDE SUPPORT FOR PROGRAMS INITIATED ON THE UNIT LEVEL THAT ARE INTENDED TO IMPROVE MORALE AND HONOR AND VALUE THE COAST GUARD MEMBERS' SERVICE TO THE COUNTRY. THE COAST GUARD FOUNDATION ALSO PROVIDES FUNDS FOR SPECIAL CAPITAL PROJECTS IDENTIFIED BY COAST GUARD HEADQUARTERS THAT PROVIDE SUPPORT TO LARGER COAST GUARD COMMUNITIES. 526066 267068 SUPPORT TO THE UNITED STATES COAST GUARD ACADEMY:THE COAST GUARD FOUNDATION PROVIDES MARGIN OF EXCELLENCE FUNDING THAT PROMOTES ATHLETICS, SAILING, ACADEMICS AND ACTIVITIES AT THE US COAST GUARD ACADEMY TO ENSURE A QUALITY EDUCATIONAL EXPERIENCE FOR ITS CADETS. INITIATIVES INCLUDE ACADEMIC ENRICHMENT PROGRAMS THAT BRING WELL-KNOWN GOVERNMENT FIGURES TO THE ACADEMY TO INTERACT WITH CADETS ON AN INDIVIDUAL CLASS-LEVEL AND THE CADET CORPS AS A WHOLE. ENRICHMENT PROGRAMS AND EQUIPMENT FOR THE ACADEMIC DISCIPLINES PUT THE ACADEMY PROGRAMS ON A PAR WITH OTHER PRESTIGIOUS COLLEGES, UNIVERSITIES AND SERVICE ACADEMIES. THE COAST GUARD FOUNDATION HAS COLLABORATED WITH THE ACADEMY TO DEVELOP LEADERSHIP SKILLS THROUGH A QUALITY WATERFRONT PROGRAM; BY PROVIDING SAIL TRAINING VESSELS AND COACHING STAFF FOR CADETS TO DEVELOP SEAMANSHIP SKILLS THAT ARE SECOND TO NONE. 1110771 1022631 SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION SUPPORTS FAMILIES OF COAST GUARD MEMBERS IN A VARIETY OF WAYS. CHILDREN AND SPOUSES OF ENLISTED PERSONNEL RECEIVE SCHOLARSHIPS FOR UNDERGRADUATE EDUCATION TO MAKE HIGHER EDUCATION MORE AFFORDABLE AND ATTAINABLE. THROUGH THE FALLEN HEROES FUND FAMILIES ARE SUPPORTED DURING THOSE DIFFICULT TIMES WHEN THEIR COAST GUARD MEMBER SUFFERS A CRITICAL INJURY OR LOSS OF LIFE IN THE LINE OF DUTY. WE ARE ALSO COMMITTED TO MAKING SURE THE CHILDREN OF THESE FALLEN HEROES ARE PROVIDED A FREE UNDERGRADUATE COLLEGE EXPERIENCE. IN ADDITION, THE FOUNDATION WORKS WITH THE COAST GUARD TO PROVIDE UPGRADES TO FAMILY HOUSING SUCH AS SAFE PLAYGROUNDS, RECREATION FACILITIES, AND SWIMMING POOLS, ESPECIALLY IN REMOTE AREAS WHERE THERE IS LITTLE AVAILABLE WITHIN THE COMMUNITIES. 813131 PUBLIC AWARENESS:THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE UNITED STATES COAST GUARD BY MAKING THE PUBLIC AWARE OF HOW THEY ARE BENEFITED BY A STRONG COAST GUARD. THROUGH A PUBLIC SERVICE ANNOUNCEMENT CAMPAIGN ONLINE AND ON TELEVISION, THE COAST GUARD FOUNDATION RAISED AWARENESS FOR THE DEDICATION AND BRAVERY OF THE UNITED STATES COAST GUARD MEMBERS SERVING OUR COUNTRY. RECEPTIONS HELD ON BOARD THE COAST GUARD BARQUE EAGLE ALLOWED THE FOUNDATION TO PROMOTE THE RICH HERITAGE OF THE HISTORIC SHIP AND THE COAST GUARD'S ROLE IN TRAINING COAST GUARD CADETS AND OFFICER CANDIDATES IN SAILING AND SEAMANSHIP. IN HONORING COAST GUARD MEMBERS AT EVENTS AROUND THE COUNTRY, THE FOUNDATION SHOWCASED THE EVERYDAY HEROICS OF THESE DEVOTED MEMBERS OF THE SERVICE. COMMUNICATION, IN THE FORM OF NEWSLETTERS, EMAIL MESSAGES AND THE WEB, INFORM COAST GUARD FOUNDATION SUPPORTERS OF THE FOUNDATION'S PROGRAMS AND THE ROLE OF THE UNITED STATES COAST GUARD IN OUR NATIONAL STORY. 813131 4445641 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 14 1 0 0 0 0 0 1 1 0 0 0 1 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 MA NY MD FL CA RI AL WA AZ AK MI NJ AR GA IL KS KY LA ME MN MS NC ND NH NM OH OK OR PA SC TN UT VA WI WV CT MO HI DC X X X SUZAN SPRINGER 8605350786 394 TAUGWONK ROAD STONINGTON CT 06378 AL A GONSOULIN TRUSTEE 2.00 X 0 0 0 ANGUS R COOPER II TRUSTEE 2.00 X 0 0 0 ANNE B BRENGLE PRESIDENT 40.00 X X 203642 0 10185 BLAINE E COLLINS TRUSTEE 2.00 X 0 0 0 BRIAN B MCALLISTER TRUSTEE 2.00 X 0 0 0 BROSIUS D'ARCY TRUSTEE 2.00 X 0 0 0 CARLEEN LYDEN-KLUSS TRUSTEE 2.00 X 0 0 0 CARY K SWASAND TRUSTEE 2.00 X 0 0 0 CHARLES RICHARD D'AMATO TRUSTEE 2.00 X 0 0 0 CHERYL D FELDER TREASURER 15.00 X X 0 0 0 CHRIS BOLLINGER DIRECTOR 5.00 X 0 0 0 CLAY MAITLAND DIRECTOR 5.00 X 0 0 0 CORRINE X KOSAR DIRECTOR 5.00 X 0 0 0 CRAIG E PHILIP TRUSTEE 2.00 X 0 0 0 D BRIAN PETERMAN TRUSTEE 2.00 X 0 0 0 DAN SCHULTZ TRUSTEE 2.00 X 0 0 0 DAVID F DYER TRUSTEE 2.00 X 0 0 0 DUNCAN C SMITH III DIRECTOR 5.00 X 0 0 0 EDWARD AMEEN DIRECTOR 5.00 X 0 0 0 F DAVID HOFFMAN TRUSTEE 2.00 X 0 0 0 FREDERICK F PERRY TRUSTEE 2.00 X 0 0 0 GARY JOBSON TRUSTEE 2.00 X 0 0 0 GEORGE KAMPSTRA TRUSTEE 2.00 X 0 0 0 H MERRITT LANE III TRUSTEE 2.00 X 0 0 0 HOWARD SLOTNICK TRUSTEE 2.00 X 0 0 0 JAMES A O'HARE DIRECTOR 5.00 X 0 0 0 JAMES C OLSON TRUSTEE 2.00 X 0 0 0 JAMES C VAN SICE TRUSTEE 2.00 X 0 0 0 JAMES J COLEMAN JR DIRECTOR 5.00 X 0 0 0 JAMES M MATHIEU TRUSTEE 2.00 X 0 0 0 JAMES P MULDOON DIRECTOR 5.00 X 0 0 0 JAMES S ANDRASICK TRUSTEE 2.00 X 0 0 0 JEFFREY M PLATT TRUSTEE 2.00 X 0 0 0 JOHN F REINHART TRUSTEE 2.00 X 0 0 0 JOHN F STATTS DIRECTOR 5.00 X 0 0 0 JOHN S JOHNSON DIRECTOR 5.00 X 0 0 0 JOSEPH B PHAIR TRUSTEE 2.00 X 0 0 0 JOSEPH H PYNE TRUSTEE 2.00 X 0 0 0 JUDITH A ROOS DIRECTOR 15.00 X 0 0 0 KEVIN J MCSWEENEY DIRECTOR 5.00 X 0 0 0 LAWRENCE P COTTER TRUSTEE 2.00 X 0 0 0 LEO PAUL KOULOS DIRECTOR 5.00 X 0 0 0 LINDA M COOKE TRUSTEE 2.00 X 0 0 0 LISA KAZOR CHRISTOVICH TRUSTEE 2.00 X 0 0 0 LORETTA RIETSEMA DIRECTOR 5.00 X 0 0 0 MARGARET C WINTERS TRUSTEE 2.00 X 0 0 0 MARK K KNOY TRUSTEE 2.00 X 0 0 0 MARK KNUDSEN TRUSTEE 2.00 X 0 0 0 MICHAEL L CARTHEW DIRECTOR 5.00 X 0 0 0 MONTE FRIEDKIN DIRECTOR 5.00 X 0 0 0 NICKI M CANDIES DIRECTOR 5.00 X 0 0 0 PATRICK STADT TRUSTEE 2.00 X 0 0 0 PAUL RODEN TRUSTEE 2.00 X 0 0 0 PHILIP J SHAPIRO TRUSTEE 2.00 X 0 0 0 R ANGELO CLEFFI DIRECTOR 5.00 X 0 0 0 R CHRISTIAN JOHNSEN SECRETARY 10.00 X X 0 0 0 RICHARD J GRAHN DIRECTOR 5.00 X 0 0 0 ROBERT J FLYNN CHAIRMAN 20.00 X X 0 0 0 ROSS E ROEDER DIRECTOR 5.00 X 0 0 0 ROY VANDER PUTTEN DIRECTOR 5.00 X 0 0 0 SALLY BRICE-O'HARA DIRECTOR 15.00 X 0 0 0 SIDNEY C MIZELL TRUSTEE 2.00 X 0 0 0 STEIN KRUSE DIRECTOR 5.00 X 0 0 0 STEPHEN E MUECKE TRUSTEE 2.00 X 0 0 0 STEVEN T SCALZO DIRECTOR 5.00 X 0 0 0 TARA M SWEENEY TRUSTEE 2.00 X 0 0 0 THAD W ALLEN DIRECTOR 5.00 X 0 0 0 THOMAS A ALLEGRETTI TRUSTEE 2.00 X 0 0 0 THOMAS K RICHEY TRUSTEE 2.00 X 0 0 0 THOMAS WETHERALD TRUSTEE 2.00 X 0 0 0 VERNA KAYE GIBSON DIRECTOR 5.00 X 0 0 0 VINCENT W PATTON TRUSTEE 2.00 X 0 0 0 WALTER J HICKEL JR DIRECTOR 5.00 X 0 0 0 WILLIAM A BISSO III TRUSTEE 2.00 X 0 0 0 WILLIAM ANONSEN TRUSTEE 2.00 X 0 0 0 WILLIAM D SULLIVAN TRUSTEE 2.00 X 0 0 0 WILLIAM H COLLIER JR TRUSTEE 2.00 X 0 0 0 WILLIAM JENKINS VICE CHAIRMAN 10.00 X X 0 0 0 WILLIAM SHEFFIELD TRUSTEE 2.00 X 0 0 0 JAMES H WOODWARD JR TRUSTEE 2.00 X 0 0 0 BRAD SISLEY CHIEF OPERATING OFFICER 45.00 X 146000 0 6358 SUZAN SPRINGER CFO 45.00 X 105597 0 9637 SUSAN LUDWIG REGIONAL DIR. OF PHILANTHROPY 45.00 X 127263 0 14736 582502 0 40916 4 0 1 0 0 48026 2584340 3490327 446260 6122693 310729 310729 96480 0 96480 96480 96480 3050232 341110 2963492 10006 86740 331104 417844 417844 467330 2584340 636910 -169580 -169580 TRUSTEE DUES 900099 38500 38500 SALE OF PROMOTIONAL ITEMS 453220 2270 2270 MISCELLANEOUS INCOME 900099 1266 1266 42036 6820202 42036 0 655473 2346686 2346686 438121 438121 228040 91216 45608 91216 938506 334669 317440 286397 31833 7865 9050 14918 57532 18657 7674 31201 83582 20149 21029 42404 924 924 36550 36550 194000 194000 35859 35859 131014 97330 19151 14533 7584 3665 3919 72027 19379 9809 42839 37372 4287 23166 9919 97928 65605 9696 22627 148961 61705 34267 52989 55312 3204 52108 68844 35225 11707 21912 DIRECT MAIL SOLICITATIO 439594 29470 410124 BOAT DONATION PROGRAM 400873 400873 EVENT PRODUCTION FEES 370529 370529 MISCELLANEOUS 98136 6719 90440 977 165694 119757 5913 40024 6485501 4445641 759861 1279999 211774 189066 1428655 333667 741765 821335 695 3367 38060 45807 191317 144220 1667106 701302 1011626 965804 5905806 7194548 9529698 9697814 248279 277549 38630 63800 453197 264247 740106 605596 X 2504283 2738324 3336935 3337347 2948374 3016547 8789592 9092218 9529698 9697814 334701 -32075 0 X 0 1 X 1 0 X 4415944 4419012 4799938 6187142 6122693 25944729 4415944 4419012 4799938 6187142 6122693 25944729 25944729 156862 158932 181449 235109 407209 1139561 93597 41717 40138 38264 39766 253482 27337772 2270 0.94900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE DUES - 2010 AMOUNT: $ 39,000. 2011 AMOUNT: $ 41,000. 2012 AMOUNT: $ 39,500. 2013 AMOUNT: $ 38,000. 2014 AMOUNT: $ 38,500. MISCELLANEOUS - 2010 AMOUNT: $ 54,597. 2011 AMOUNT: $ 717. 2012 AMOUNT: $ 638. 2013 AMOUNT: $ 264. 2014 AMOUNT: $ 1,266. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5905806 460000 325146 0 6690952 4985696 385315 768610 233815 5905806 4280324 444145 440369 179145 4985696 4157343 279559 8044 164622 4280324 3717157 252340 439192 251346 4157343 0.23860 0.45030 0.31110 0 0 381374 381374 871282 445187 426095 311073 210314 100759 103377 45801 57576 965804 X 18275876 -32075 11354028 11321953 6953923 35859 -169580 -133721 6820202 17973250 11354028 169580 11523608 6449642 35859 35859 6485501 PART V, LINE 4: ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE COAST GUARD ACADEMY AND THE VARIOUS COAST GUARD DISTRICTS. SUCH SUPPORT COMES IN MANY FORMS INCLUDING PROJECTS TO BENEFIT DISTRICT MORALE, ACADEMIC AND ATHLETIC PROGRAMS AT THE ACADEMY, AS WELL AS PROGRAMS TO SUPPORT COAST GUARD FAMILIES, INCLUDING SCHOLARSHIPS. DURING 2014 WITH THE APPROVAL OF THE MA ATTORNEY GENERAL'S OFFICE, SEVERAL SMALL AND OLDER ENDOWMENTS WERE MERGED TO PROVIDE A LARGER AMOUNT OF USABLE FUNDS FOR THE BENEFICIARIES. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE OR RECOGNITION. FOR THE YEAR ENDED DECEMBER 31, 2014, THERE WERE NO INTEREST OR TAX PENALTIES RECORDED OR INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES OTHER THAN FUNDRAISING - SPECIAL EVENTS -636,910. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS 467,330. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OTHER THAN FUNDRAISING - SPECIAL EVENTS 636,910. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS -467,330. X X X X X X 1 EVENT ASSOCIATES INC 162 WEST 56TH STREET NEW YORK NY 10019 SPECIAL FUNDRAISING EVENTS 0 847175 65000 794675 ROBBINS KIRSTEN DIRECT 201 SUMMER STREET HOLLISTON MA 01746 MAIL SOLICITATIONS 0 815370 66000 749370 SUSAN O'NEIL & ASSOCIATES 5910 GLOSTER RD BETHESDA MD 20816 SPECIAL FUNDRAISING EVENTS 0 701750 63000 638750 2364295 194000 2182795 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NEW YORK DINNER 847175 673675 173500 38067 105951 480 54502 DC DINNER 701750 579950 121800 113733 59997 8537 51625 10 1502745 1330715 172030 70911 113128 6058 13921 3051670 2584340 467330 222711 279076 15075 120048 636910 -169580 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CONTRACT WITH ROBBINS KIRSTEN DIRECT IS FOR CONSULTING WORK RELATED TO DIRECT MAIL SOLICITATIONS. IN ADDITION, THE COMPANY PROVIDES MAILING SERVICES UNDER A SEPARATE AGREEMENT FOR WHICH THE FOUNDATION IS BILLED SEPARATELY FOLLOWING EACH MAILING. TOTAL FEES PAID TO ROBBINS KIRSTEN DIRECT, INC FOR ADDITIONAL SERVICES PROVIDED IN 2014 WERE $477,880 1 UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 303000 TO PROVIDE EDUCATIONAL GRANTS TO ENLISTED PERSONNEL. UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 110868 TO ENHANCE EDUCATIONAL OPPORTUNITIES AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 45700 TO SUPPORT THE WATERFRONT PROGRAM AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 416807 TO IMPROVE MORALE AND WELFARE OF COAST GUARDSMEN UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 23500 TO ENHANCE THE ATHLETIC PROGRAMS AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 87000 TO SUPPORT PUBLIC OUTREACH OPPORTUNITIES AT THE COAST GUARD ACADEMY AND DISTRICTS UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 657243 TO SUPPORT SPECIAL PROJECTS FOR COAST GUARD UNITS AND THEIR FAMILIES AROUND THE COUNTRY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 60355 TO PROVIDE SUPPORT TO THE UNITED STATES COAST GUARD AUXILIARY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 642213 TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD COLLEGE SCHOLARSHIPS TO CHILDREN OF ENLISTED PERSONNEL 92 300043 FALLEN HEROES 30 47335 COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS 6 6000 EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL 76 39068 MORALE AND WELFARE 100 45675 PART I, LINE 2: CHILDREN OF ACTIVE DUTY, RETIRED, AND DECEASED ENLISTED PERSONNEL CAN APPLY FOR SCHOLARSHIPS AND A POINT SYSTEM IS USED TO RANK THE APPLICANTS BASED ON ACADEMIC PROMISE, LEADERSHIP POTENTIAL, AND CHARACTER. IN ADDITION, AN INDEPENDENT BOARD CONSISTING OF COAST GUARD PERSONNEL REVIEW THE APPLICATIONS AND PROVIDE A RANKING OF THE APPLICANTS. THE SCHOLARSHIP COMMITTEE REVIEWS THE TWO LISTS AND HAS FINAL APPROVAL ON AWARDS. STUDENTS MUST PROVIDE VERIFICATION OF FULL TIME ENROLLMENT, TRANSCRIPTS, AND STUDENT BILLS. PAYMENTS ARE MADE DIRECTLY TO THE ACADEMIC INSTITUTION WITH THE REQUIREMENT THAT ANY OVERAGES WILL BE REFUNDED TO THE COAST GUARD FOUNDATION AND NOT PAID OUT TO THE STUDENT. EDUCATION GRANTS FOR SPOUSES ARE AWARDED BASED ON A GRANT APPLICATION AND ARE PAID DIRECTLY TO THE RECIPIENT. EDUCATION GRANTS ARE ADMINISTERED BY THE COAST GUARD INSTITUTE WHO ANNOUNCES THE FUNDS AVAILABILITY, CHECKS FOR ELIGIBILITY, AND DISBURSES TO THE INDIVIDUALS SELECTED. THE INSTITUTE REPORTS TO THE FOUNDATION WITH PAYEE, CHECK NUMBER AND AMOUNT. RECIPIENTS ALSO HAVE THE ABILITY TO SEND ACKNOWLEDGEMENT EMAILS. GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST PRESENTED TO THE GRANTS COMMITTE WHICH INCLUDES A DESCRIPTION OF HOW THE SUPPORT BENEFITS COAST GUARD PERSONNEL AND HOW MANY ARE BENEFITED. IN ADDITION, AVAILABLE FUNDING BY PROGRAM IS CONSIDERED IN GRANTING REQUESTS. GRANTS ARE DISBURSED TO THE COAST GUARD GIFT FUND AND THE COAST GUARD REPORTS BACK WITH DOCUMENTATION OF EXPENDITURE. X X X X X X 0 0 0 0 0 0 0 0 0 ANNE B BRENGLE PRESIDENT 203642 0 0 0 0 0 7846 0 2339 0 213827 0 0 0 BRAD SISLEY CHIEF OPERATING OFFICER 146000 0 0 0 0 0 5760 0 598 0 152358 0 0 0 X 3 375000 APPRAISAL AND SALES X 1 1575 QUOTED MARKET PRICES X CONSUMER GOODS 26 34023 RETAIL VALUE X OTHER 22 31662 RETAIL VALUE X SAILING EQUIPMENT 1 4000 RETAIL VALUE 3 0 1 1 PART I, LINE 32B: THE FOUNDATION USES AN UNRELATED THIRD PARTY TO SOLICIT AND RECEIVE DONATIONS OF BOATS AND OTHER WATERCRAFT FOR USE BY THE ACADEMY OR COAST GUARD DISTRICTS. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, A COPY OF THE 990 IS SENT TO THE AUDIT COMMITTEE FOR REVIEW. AFTER AUDIT COMMITTEE APPROVAL, AND PRIOR TO FILING, A COPY OF THE 990 IS DISTRIBUTED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS APPROVED BY THE BOARD OF DIRECTORS UPON RECOMMENDATION BY THE HUMAN RESOURCES COMMITTEE. SALARY RECOMMENDATIONS ARE COMPARED TO ON-LINE SALARY SURVEY RANGES, REVIEWED BY A HUMAN RESOURCES CONSULTANT AND COMPARED TO A REPRESENTATIVE SAMPLING OF COMPENSATION PACKAGES PROVIDED BY COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL REPORT. AUDITED FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.