2014-07-28T15:10:17-05:00 2013-12-31 050255779 SANSIVERI KIMBALL & CO LLP 55 DORRANCE STREET PROVIDENCE RI 029032220 990 2013-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 ANNE B BRENGLE PRESIDENT 8605350786 2014-07-21 1 KATIE KLOSS P01067567 4013310500 2013 2015-11-30 17:44:51Z ANNE B BRENGLE 394 TAUGWONK ROAD STONINGTON CT 063781807 15064394 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION STRIVES TO HELP COAST GUARD MEN AND WOMEN STRENGTHEN THEIR SERVICE TO OUR NATION BY ENCOURAGING THEM TO EXCEL, ON DUTY AND OFF. THE FOUNDATION SUPPORTS NUMEROUS PROGRAMS AND PROJECTS THROUGH DONATIONS FROM INDIVIDUALS, CORPORATIONS AND THROUGH GRANTS AND SPECIAL FUNDRAISING EVENTS. THE FOUNDATION SUPPORTS ACADEMIC, ATHLETIC, AND LEADERSHIP EXCELLENCE FOR CADETS AT THE ACADEMY; OFFERS FINANCIAL RELIEF TO COAST GUARD FAMILIES WHO LOSE THEIR POSSESSIONS IN NATURAL DISASTERS OR LOSE A LOVED ONE IN SERVICE TO OUR COUNTRY; PROVIDES COLLEGE SCHOLARSHIPS TO DEPENDENTS OF ENLISTED PERSONNEL; FUNDS RECREATIONAL AND FAMILY-ORIENTED FACILITIES; AND SUPPORTS EDUCATIONAL AND MORALE PROGRAMS AT BASES, AND ON CUTTERS AROUND THE NATION; AS WELL AS HUNDREDS OF SMALLER PROJECTS FOR COAST GUARD MEMBERS AND THEIR FAMILIES, THROUGHOUT THE UNITED STATES. 28 28 13 150 3995 0 4799938 6187142 0 0 159625 909059 138391 256013 5097954 7352214 3166989 2125570 0 0 1035858 1075712 40200 147200 1146941 1535934 1865422 5778981 5213904 -681027 2138310 7627096 9529698 875071 740106 6752025 8789592 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 UNITED STATES COAST GUARD. 0 0 1730820 1427966 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; SWIMMING POOLS, RECREATION CENTERS AND MULTI-PURPOSE COURTS, FOR EXAMPLE, THAT PROVIDE SUPPORT TO LARGER COAST GUARD COMMUNITIES, AND IN PARTICULAR OFTEN BENEFIT THOSE SERVING IN REMOTE LOCATIONS THAT LACK LOCAL RESOURCES. 473798 350177 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. 425459 347427 SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION PROVIDES VITAL SUPPORT TO COAST GUARD FAMILIES, WITH SCHOLARSHIPS FOR DEPENDENTS OF ENLISTED MEMBERS TO MAKE HIGHER EDUCATION ATTAINABLE AND AFFORDABLE. THE DISASTER RELIEF FUND, ESTABLISHED IN THE WAKE OF HURRICANE KATRINA, PROVIDES ASSISTANCE TO COAST GUARD MEMBERS AND FAMILIES WHO HAVE LOST PROPERTY AND POSSESSIONS BECAUSE OF A NATURAL DISASTER. THROUGH THE FALLEN HEROES FUND, THE FOUNDATION ASSISTS FAMILIES WHO HAVE SUFFERED THE ULTIMATE HARDSHIP, LOSING A LOVED ONE IN THE LINE OF DUTY WHILE SERVING OUR COUNTRY. FINANCIAL ASSISTANCE AND RESOURCES ARE MADE AVAILABLE TO THE FAMILIES. THE FALLEN HEROES SCHOLARSHIP FUND PROVIDES FOR THE HIGHER EDUCATIONAL NEEDS OF THE COAST GUARD FAMILY MEMBERS WHOSE PARENT HAS PERISHED IN THE LINE OF DUTY. 783909 PUBLIC AWARENESS:THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE UNITED STATES 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. 783909 3413986 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 1 0 0 0 1 16 0 1 13 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 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 AL J BERNARD VICE CHAIRMAN 10.00 X X 0 0 0 ANGUS R COOPER II TRUSTEE 2.00 X 0 0 0 ANNE B BRENGLE PRESIDENT 45.00 X X 205077 0 8481 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 DIRECTOR 2.00 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 TRUSTEE 2.00 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 TRUSTEE 2.00 X 0 0 0 KEVIN J MCSWEENEY TRUSTEE 2.00 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 TRUSTEE 2.00 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 TRUSTEE 2.00 X 0 0 0 MONTE FRIEDKIN DIRECTOR 5.00 X 0 0 0 MORTON S BOUCHARD III TRUSTEE 2.00 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 DIRECTOR 5.00 X 0 0 0 RICHARD J GRAHN SECRETARY 10.00 X 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 5.00 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 TERRANCE T ETNYRE 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 GILMOUR 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 TREASURER 10.00 X X 0 0 0 WILLIAM SHEFFIELD TRUSTEE 2.00 X 0 0 0 BRAD SISLEY CHIEF OPERATING OFFICER 45.00 X 127769 0 5629 SUZAN SPRINGER CFO 45.00 X 102885 0 4713 435731 0 18823 3 0 1 0 0 2620682 3566460 525343 6187142 138629 138629 96480 0 96480 96480 96480 7789853 7019423 770430 770430 770430 810031 2620682 692757 117274 117274 TRUSTEE DUES 900099 38000 38000 SALE OF PROMOTIONAL ITEMS 453220 3995 3995 MISCELLANEOUS INCOME 900099 264 264 42259 7352214 808694 3995 352383 1772143 1772143 353427 353427 229717 45944 45944 137829 704505 241180 229326 233999 26155 7756 7220 11179 43317 13125 16021 14171 72018 18604 19501 33913 1712 1712 32150 32150 147200 147200 41852 41852 103472 56502 13920 33050 11444 5097 6347 37291 5278 10020 21993 28796 1734 16919 10143 92096 46514 15032 30550 115934 45505 24892 45537 77235 38769 14171 24295 EVENT PRODUCTION FEES 439072 439072 DIRECT MAIL SOLICITATIO 396596 48384 348212 BOATS DONATED TO THE CO 170000 170000 MISCELLANEOUS 135437 6493 110309 18635 182335 98459 53988 29888 5213904 3413986 652977 1146941 X 547456 172162 2790 372504 257912 211774 643969 1428655 502298 741765 1666 695 33928 38060 151901 191317 1727433 715807 1049726 1011626 4134462 5905806 851234 0 0 7627096 9529698 273874 248279 54000 38630 547197 453197 875071 740106 X 1853264 2504283 1839665 3336935 3059096 2948374 6752025 8789592 7627096 9529698 2138310 -100743 0 X 0 1 X 1 0 X X X 0 0 0 US COAST GUARD 546010204 6 1 1 1 1730820 USCG ACADEMY 546010204 6 1 1 1 473798 2 2204618 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4985696 385315 768610 233815 5905806 4280324 444145 440369 179145 4985696 4157343 279559 8044 164622 4280324 3717157 252340 439192 251346 4157343 3775113 225290 -7025 276221 3717157 0.17870 0.49470 0.32660 0 0 381374 381374 871283 426001 445282 371399 249076 122323 103377 40730 62647 1011626 X 12496382 -100743 5072621 4971878 7524504 41852 -214142 -172290 7352214 10458815 5072621 214142 5286763 5172052 41852 41852 5213904 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. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE OR RECOGNITION. FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, 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 -692,757. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS 478,615. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES OTHER THAN FUNDRAISING - SPECIAL EVENTS 692,757. DIRECT BENEFIT TO DONORS - SPECIAL EVENTS -478,615. X X X X X X 1 EVENT ASSOCIATES INC 162 WEST 56TH STREET NEW YORK NY 10019 SPECIAL FUNDRAISING EVENTS 0 1020030 65000 948030 SUSAN O'NEIL & ASSOCIATES 5910 GLOSTER RD BETHESDA MD 20816 SPECIAL FUNDRAISING EVENTS 0 788300 60000 728300 LW ROBBINS INC 201 SUMMER STREET HOLLISTON MA 01746 MAIL SOLICITATIONS 0 658396 22200 636196 2466726 147200 2312526 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 1009730 828330 181400 16291 103768 3303 103847 DC DINNER 773300 658900 114400 22615 103786 15383 89175 10 1647683 1133452 514231 43509 123309 0 67771 3430713 2620682 810031 82415 330863 18686 260793 692757 117274 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE CONTRACT WITH LW ROBBINS, INC 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 LW ROBBINS, INC FOR ADDITIONAL SERVICES PROVIDED IN 2013 WERE $278,449 1 UNITED STATES COAST GUARD 546010204 235000 TO PROVIDE EDUCATIONAL GRANTS TO ENLISTED PERSONNEL. UNITED STATES COAST GUARD 546010204 63983 TO ENHANCE EDUCATIONAL OPPORTUNITIES AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 546010204 185694 TO SUPPORT THE WATERFRONT PROGRAM AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 546010204 353228 TO IMPROVE MORALE AND WELFARE OF COAST GUARDSMEN UNITED STATES COAST GUARD 546010204 12000 TO ENHANCE THE ATHLETIC PROGRAMS AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 546010204 62000 TO SUPPORT PUBLIC OUTREACH OPPORTUNITIES AT THE COAST GUARD ACADEMY AND DISTRICTS UNITED STATES COAST GUARD 546010204 160705 TO SUPPORT SPECIAL PROJECTS FOR COAST GUARD UNITS AROUND THE COUNTRY UNITED STATES COAST GUARD 546010204 60000 TO PROVIDE SUPPORT TO THE UNITED STATES COAST GUARD AUXILIARY UNITED STATES COAST GUARD 546010204 638033 TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD UNITED STATES COAST GUARD 546010204 1500 TO SUPPORT THE OFFICERS CANDIDATE SCHOOL COLLEGE SCHOLARSHIPS TO CHILDREN OF ENLISTED PERSONNEL 81 295947 FAMILY RELIEF 11 9113 COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS 6 6000 EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL 37 18000 MORALE AND WELFARE 30 24367 PART I, LINE 2: APPLICATIONS FOR SCHOLARSHIPS ARE REVIEWD BY AN INDEPENDENT COAST GUARD SCHOLARSHIP BOARD CONSISTING OF COAST GUARD PERSONNEL AND ONE FOUNDATION MEMBER. THE SCHOLARSHIP BOARD MAKES RECOMMENDATIONS TO THE COAST GUARD FOUNDATION SCHOLARSHIP COMMITTEE. THE COMMITTEE THEN MAKES A FINAL SELECTION BASED ON THE RECOMMENDATIONS OF THE BOARD AS WELL AS THEIR OWN REVIEW. ONCE AWARDED, THE FOUNDATION MANAGES ALL SCHOLARSHIP PAYMENTS. PAYMENTS ARE MADE ONLY UPON VERIFICATION OF ENROLLMENT AND RECEIPT OF A BILL INDICATING THE AMOUNT DUE. PAYMENTS ARE MADE DIRECTLY TO THE INSTITUTION OF HIGHER EDUCATION WITH INSTRUCTIONS THAT NO PART OF THE PAYMENT IS TO BE REIMBURSED TO THE STUDENT. IF FULL PAYMENT IS NOT NEEDED FOR THAT STUDENT IT IS REFUNDED TO THE FOUNDATION. 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 205077 0 0 0 0 0 7883 0 598 0 213558 0 0 0 X 1 170000 APPRAISAL AND SALES X 3 221763 QUOTED MARKET PRICES X CONSUMER GOOD 32 94532 RETAIL VALUE X SAILING EQUIP 3 33500 RETAIL VALUE X OTHER 3 5548 RETAIL VALUE 1 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 12C ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE FOUNDATION'S PRESIDENT AS WELL AS A MEMBER OF THE BOARD WHO SERVES AS LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF TOP MANAGEMENT OFFICIALS IS DETERMINED IN CONJUNCTION WITH THE RELATED EMPLOYEE SEARCH FIRM HIRED TO FILL THE POSITION. SALARY RECOMMENDATIONS ARE COMPARED TO ON-LINE SALARY SURVEY RANGES AND REVIEWED BY A HUMAN RESOURCES CONSULTANT. 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. UNITED STATES COAST GUARD ACADEMY 546010204 EDUCATION OF COAST GUARD PERSONNEL CT 501(C)(1) LINE 6 0 UNITED STATES COAST GUARD 546010204 PROTECTION OF THE US COAST AND WATERWAYS DC 501(C)(1) LINE 6 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 UNITED STATES COAST GUARD B 2125570 GRANT AMOUNT UNITED STATES COAST GUARD ACADEMY I 315000 MARKET VALUE UNITED STATES COAST GUARD R 229904 MARKET VALUE