BETA

GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201513209349103026
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T15:46:37-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Line123 CHRISTOPHER WAYAddressLine1Txt
CityEATONTOWNCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07724ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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 GLEASON PRESIDENTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8438423775PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDMUND KINDELANPreparerPersonNm
PTINP00049717PTIN
Phone7325780700PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,759,927FMVAssetsEOYAmt
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$8,245InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,245InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$62,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,640DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$114,699NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,667,345GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$43,814TotalRevAndExpnssAmt
Total Net Invst Incm$70,885TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,464OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,464OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,388TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,388TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,652TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,702TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$397,077ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$397,077ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,729TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,702TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$398,027TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$454,543ExcessRevenueOverExpensesAmt
Net Investment Income$58,183NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,832CashBOYAmt
Sav And Temp Cash Invst BOY$394,624SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$108,982SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$108,982SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$390,517CorporateStockBOYAmt
Corporate Stock EOY$3,649,325CorporateStockEOYAmt
Corporate Stock EOYFMV$3,650,945CorporateStockEOYFMVAmt
Other Investments BOY$3,377,445OtherInvestmentsBOYAmt
Total Assets BOY$4,184,418TotalAssetsBOYAmt
Total Assets EOY$3,758,307TotalAssetsEOYAmt
Total Assets EOYFMV$3,759,927TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$27,023OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,023TotalLiabilitiesEOYAmt
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$24,006RetainedEarningBOYAmt
Retained Earning EOY-$429,128RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,184,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,731,284TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,184,418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,758,307TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,184,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$454,543ExcessRevenueOverExpensesAmt
Other Increases$1,409OtherIncreasesAmt
Subtotal$3,731,284SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,731,284TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML # 569-04528P2014-06-012014-12-31$138,094$118,139$19,955$19,955
ML # 569-04528P2013-01-012014-12-31$530,757$522,844$7,913$7,913
NEUBERGER BERMANP2013-01-012014-12-31$2,989,024$3,141,061-$152,037-$152,037
CAPITAL GAINS DIVIDENDSP$9,470$9,470$9,470
FieldValueIRS element (for citing)
Capital Gain Net Income-$114,699CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$283,140AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,093,611NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069166DistributionYr1Rt
Adjusted Qlfy Distri Yr2$248,687AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,686,167NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.092581DistributionYr2Rt
Adjusted Qlfy Distri Yr3$275,904AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,852,177NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.096735DistributionYr3Rt
Adjusted Qlfy Distri Yr4$229,477AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,479,216NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.092560DistributionYr4Rt
Adjusted Qlfy Distri Yr5$234,026AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,181,139NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055972DistributionYr5Rt
Total Distribution0.407014TotalDistributionRt
Average Distribution0.081403AverageDistributionRt
Net Vl Noncharitable Assets$3,887,017NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$316,415AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$582NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$316,997AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$398,027QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$582InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$582SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$6,300AppliedToEsTaxAmt
Total Payments And Credits$6,300TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$12EsPenaltyAmt
Overpayment$5,706OverpaymentAmt
Applied To ES Tax$5,706AppliedToESTaxAmt
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 ISLANDSC29928TRUSTEE, PRES, TREAS10.00$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$3,232,892AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$713,318AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,946,210TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,946,210AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,193CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,887,017NetVlNoncharitableAssetsAmt
Minimum Investment Return$194,351MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$194,351MinimumInvestmentReturnAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Total Tax$582TotalTaxAmt
Distributable Before Adj$193,769DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$193,769DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$193,769DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$398,027ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$398,027QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$582PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$397,445AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193,769DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$234,026ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$232,202ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$275,904ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$115,821ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$83,474ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$941,427TotalExcessDistributionCyovAmt
Qualifying Distributions$398,027QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$193,769AppliedToCurrentYearAmt
Remaining Distri From Corpus$204,258RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,145,685TotalCorpusAmt
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$234,026ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$911,659ExcessDistriCyovToNextYrAmt
Excess From Year4$232,202ExcessFromYear4Amt
Excess From Year3$275,904ExcessFromYear3Amt
Excess From Year2$115,821ExcessFromYear2Amt
Excess From Year1$83,474ExcessFromYear1Amt
Excess From Current Year$204,258ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLENORE GLEASONContributingManagerNm
Contributing ManagerMARTIN GLEASONContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARTIN GLEASONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115 MAN O 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 (57 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 17TH FLCHICAGOIL60601PCUNRESTRICTED$500
AMERICAN CANCER SOCIETY
59 POPE AVENUEHILTON HEADSC29928PCUNRESTRICTED$6,000
AMERICAN DIABETES ASSOC
1701 BEAUREGARD STALEXANDRIAVA22311PCUNRESTRICTED$3,500
AMERICAN HEART ASSOCATION
7272 GREENVILLE AVENUEDALLASTX75231PCUNRESTRICTED$10,000
AMERICAN RED CROSS
59 SHERIDAN PARK CIRCLEBLUFFTONSC29910PCUNRESTRICTED$10,000
ANTIOCH EDUCATION
PO BOX 1712ANTIOCHCA94509PCUNRESTRICTED$96,000
BISHOPS ANNUAL APPEAL
PO BOX 818CHARLESTONSC29402PCUNRESTRICTED$4,000
BOYS AND GIRLS CLUB OF HILTON HEAD
PO BOX 22267HILTON HEADSC29926PCUNRESTRICTED$6,000
BREAD FOR THE WORLD
425 3RD ST SW SUITE 1200WASHINGTONDC20024PCUNRESTRICTED$1,000
BUDDIES FOR CHARITY
4515 MANOR CIR RON L KOCHSIOUX CITYIA51104PCUNRESTRICTED$1,177
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201PCUNRESTRICTED$15,000
CHESTER ACADEMY
530 EAST UNION STREETWEST CHESTERPA19382PCUNRESTRICTED$2,400
COASTAL DISCOVERY MUSEUM
70 HONEY HORN PLANTATIONHILTON HEADSC29925PCUNRESTRICTED$25,000
COMMUNITIES IN SCHOOLS
2345 CRYSTAL DRIVE SUITE 700ARLINGTONVA22202PCUNRESTRICTED$1,000
DEEP WELL HILTON HEAD ISLAND SC
PO BOX 5543HILTON HEAD ISLANDSC29926PCUNRESTRICTED$15,000
ED VENTURE
6299 GOLDEN MEADOW RDRENONV89519PCUNRESTRICTED$2,000
ELLA WHITE SCHOLARSHIP
PO BOX 21284HILTON HEADSC29925PCUNRESTRICTED$1,000
EPILEPSY FOUNDATION
8301 PROFESSIONAL PLACELANDOVERMD20785PCUNRESTRICTED$1,000
FELLOWSHIP OF CHRISTIAN ATHLETIC
8701 LEEDS ROADKANSAS CITYMO64129PCUNRESTRICTED$1,000
FOOD FOR THE POOR
6401 LYONS RDPOMPANO BEACHFL33073PCUNRESTRICTED$1,000
GOVERNORS SCHOOL FOR THE ARTS
PO BOX 8458GREENVILLESC29604PCUNRESTRICTED$4,000
HABITAT FOR HUMANITY
102 IRON MOUNTAIN ROADMINE HILLNJ07803PCUNRESTRICTED$3,000
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAZ72202PCUNRESTRICTED$7,500
HEMOPHILIA ASSOCIATION NJ
5 AUER CT STE FE BRUNSWICKNJ08816PCUNRESTRICTED$35,000
HERITAGE FOUNDATION
852 WILLIAM HILTON PARKWAYHILTON HEADSC29928PCUNRESTRICTED$4,000
HILTON HEAD BASEBALL ASSOC
9 HAIG POINT CTHILTON HEADSC29928PCUNRESTRICTED$5,000
HOPE HAVEN
PO BOX 2502BEAFORTSC29901PCUNRESTRICTED$5,000
LOW COUNTY FOOD BANK
2864 AZALEA DRIVECHARLESTONSC29405PCUNRESTRICTED$5,000
LUSTGARDEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714PCUNRESTRICTED$5,000
MEALS ON WHEELS
3227 E 5TH STAUTSINTX78702PCUNRESTRICTED$500
MEMORY MATTERS
PO BOX 22330 117 WILLIAM HILTON HWYHILTON HEADSC29925PCUNRESTRICTED$500
MITCHVELVILLE PRESERVATION SOCIETY
PO BOX 21758 HILTON HEAD SC 29925HILTON HEADSC29925PCUNRESTRICTED$1,000
MUSTART SEED COMMUNITIES
29 JANES AVEMEDFIELDMA02052PCUNRESTRICTED$20,000
NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGNANCY
1776 MASSACHUSETTS AVE NW SUITE 200WASHINGTONDC20036PCUNRESTRICTED$5,000
ONE LOVE RESCUE
463 JOHNNY MERCER BLVD STE B 142SAVANNAHGA31410PCUNRESTRICTED$5,000
PROGRAM FOR EXCEPTIONAL PEOPLE
10 OAK PARK DRIVE BOX 2HILTON HEAD ISLANDSC29926PCUNRESTRICTED$4,500
PTR FOUNDATION
PO BOX 4739HILTON HEADSC29925PCUNRESTRICTED$2,000
QUEEN OF PEACE HS
191 RUTHERFORD PLACENORTH ARLINGTONNJ07031PCUNRESTRICTED$5,000
ROTARY OF HILTON HEAD
32 OFFICE PARK RDHILTON HEADSC29926PCUNRESTRICTED$5,000
SACRED HEART SCHOOL
310 EDWARDS AVESAN JOSECA95110PCUNRESTRICTED$2,500
SALVATION ARMY
1316 FORDING ISLAND STE ABLUFFTONSC29910PCUNRESTRICTED$5,000
SCRIPPS RESEARCH
10550 NORTH TORREY PINES ROAD TPC 2LA JOLLACA92037PCUNRESTRICTED$3,000
SETON HALL UNIVERSITY
457 CENTRE STSOUTH ORANGENJ07079PCUNRESTRICTED$5,000
SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010PCUNRESTRICTED$1,000
SOLES FOR SOULS
PO BOX 1314MANITOWOCWI54221PCUNRESTRICTED$500
SOME
125 JOHN ROBERTS RD STE 5SOUTH PORTLANDME04106PCUNRESTRICTED$3,000
ST JUDE
501 ST JUDE PLACEMEMPHISTN38105PCUNRESTRICTED$2,000
ST ANDREWS CHURCH
20 POPE AVEHILTON HEADSC29928PCUNRESTRICTED$500
ST ANTHONY'S HIGH SCHOOL
175 8TH STJERSEY CITYNJ07302PCUNRESTRICTED$7,500
ST FRANCIS SCHOOL
45 BEACH CITY ROADHILTON HEADSC29926PCUNRESTRICTED$2,000
ST JUDE CHILDERN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105PCUNRESTRICTED$500
THE CHILDREN CENTER
6800 NW 39TH EXPWYBETHANYOK73008PCUNRESTRICTED$7,500
THE GREAT GIRLS
PO BOX 2802 RYAN MCCRARYGREENVILLESC29602PCUNRESTRICTED$5,500
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$15,000
USTA FOUNDATION
70 W RED OAK LNWHITE PLAINSNY10604PCUNRESTRICTED$1,000
WOUNDED WARRIOR
7020 AC SKINNER PARKWAYJACKSONVILLEFL32256PCUNRESTRICTED$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$397,077TotalGrantOrContriPdDurYrAmt
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$8,245ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,640ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$114,699ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$43,814ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$43,814TotalIncomeProducingActyAmt

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$1,700Amt
Net Investment Income$850NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,649,325EOYBookValueAmt
EOYFMV$3,650,945EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NJ DIVISION OF CONSUMER AFFAIRS$60$0$0$60
BANK FEE$40$0$0$40

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJDesc
Amt$1,409Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$9,464Amt
Net Investment Income$9,464NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,388Amt
Net Investment Income$2,388NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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