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GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201413219349102421
Schema version
2013v3.0
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)
Return2014-11-17T15:00:42-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123 CHRISTOPHER WAYAddressLine1
CityEATONTOWNCity
StateNJState
ZIP Code07724ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223628310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GLEASON FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGLEABusinessNameControlTxt
Phone8438423775PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 MAN O WARAddressLine1
CityHILTON HEADCity
StateSCState
ZIP Code29928ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN GLEASON PRESIDENTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8438423775PhoneNum
Signature2014-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDMUND KINDELANPreparerPersonNm
PTINP00049717PTIN
Phone7325780700PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,094,118FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$71,921ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$89,375DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,375DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$196,985NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,193,270GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$196,985CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$358,281TotalRevAndExpnssAmt
Total Net Invst Incm$286,360TotalNetInvstIncmAmt
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
Other Prof Fees Rev And Expnss$32,461OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$32,461OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,160TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$190OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$190OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$190TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$282,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$282,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$318,761TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,621TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$283,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$39,520ExcessRevenueOverExpensesAmt
Net Investment Income$250,739NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,564,950CashBOYAmt
Cash EOY$21,832CashEOYAmt
Cash EOYFMV$21,832CashEOYFMVAmt
Sav And Temp Cash Invst BOY$165,738SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$394,624SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$394,624SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$900,373CorporateStockBOYAmt
Corporate Stock EOY$390,517CorporateStockEOYAmt
Corporate Stock EOYFMV$409,636CorporateStockEOYFMVAmt
Other Investments BOY$1,586,720OtherInvestmentsBOYAmt
Other Investments EOY$3,377,445OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,268,026OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,217,781TotalAssetsBOYAmt
Total Assets EOY$4,184,418TotalAssetsEOYAmt
Total Assets EOYFMV$4,094,118TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$57,369RetainedEarningBOYAmt
Retained Earning EOY$24,006RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,217,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,184,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,217,781TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,184,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,217,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$39,520ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,257,301SubtotalAmt
Other Decreases$72,883OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,184,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPER ML STATEMENTPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,193,270GrossSalesPriceAmt
Cost Or Other Basis$1,996,285CostOrOtherBasisAmt
Gain Or Loss$196,985GainOrLossAmt
Gains Minus Excess Or Losses$196,985GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$196,985CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$248,687AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,686,167NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.092581DistributionYr1Rt
Adjusted Qlfy Distri Yr2$275,904AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,852,177NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.096735DistributionYr2Rt
Adjusted Qlfy Distri Yr3$229,477AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,479,216NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.092560DistributionYr3Rt
Adjusted Qlfy Distri Yr4$234,026AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,181,139NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055972DistributionYr4Rt
Adjusted Qlfy Distri Yr5$298,172AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,348,106NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.089057DistributionYr5Rt
Total Distribution0.426905TotalDistributionRt
Average Distribution0.085381AverageDistributionRt
Net Vl Noncharitable Assets$4,093,611NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$349,517AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,507NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$352,024AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$283,140QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,015InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,015SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,015TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,096EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,096TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$51EsPenaltyAmt
Tax Due$2,970TaxDueAmt

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 WARAddressLine1
CityHILTON HEAD ISLANDCity
StateSCState
ZIP Code29928ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTIN GLEASON
15 MAN O WARHILTON HEAD ISLANDSC29928TRUSTEE, PRES, TREAS10.00$0$0$0
LENORE GLEASON
15 MAN O WARHILTON HEAD ISLANDSC29928TRUSTEE1.00$0$0$0
NANCY GLEASON
8 IVORY GULL PLHILTON HEAD ISLANDVA29926TRUSTEE1.00$0$0$0
MARY GLEASON
11646 CAPTAIN RHETT LNFAIRFAX STATIONVA22039TRUSTEE1.00$0$0$0
BONNIE GLEASON
4 CARMA COURTHILTON HEAD ISLANDSC29926TRUSTEE1.00$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$3,082,378AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,073,572AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,155,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,155,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,339CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,093,611NetVlNoncharitableAssetsAmt
Minimum Investment Return$204,681MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$204,681MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,015TaxBasedOnInvestmentIncomeAmt
Total Tax$5,015TotalTaxAmt
Distributable Before Adj$199,666DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$199,666DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$199,666DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$283,140ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$283,140QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$283,140AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$199,666DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$94,895ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$234,026ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$232,202ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$275,904ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$115,821ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$952,848TotalExcessDistributionCyovAmt
Qualifying Distributions$283,140QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$199,666AppliedToCurrentYearAmt
Remaining Distri From Corpus$83,474RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,036,322TotalCorpusAmt
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$94,895ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$941,427ExcessDistriCyovToNextYrAmt
Excess From Year4$234,026ExcessFromYear4Amt
Excess From Year3$232,202ExcessFromYear3Amt
Excess From Year2$275,904ExcessFromYear2Amt
Excess From Year1$115,821ExcessFromYear1Amt
Excess From Current Year$83,474ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARTIN GLEASONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115 MAN O WARAddressLine1
CityHILTON HEAD ISLANDCity
StateSCState
ZIP Code29928ZIPCode
FieldValueIRS element (for citing)
Recipient Phone8434223775RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF THE VISITATION
3020 NORTH BALLAS ROADST LOUISMO63131NONEPCUNRESTRICTED$1,000
AMERICAN CANCER SOCIETY
59 POPE AVENUEHILTON HEADSC29928NONEPCUNRESTRICTED$5,000
AMERICAN DIABETES ASSOC
1701 BEAUREGARD STALEXANDRIAVA22311NONEPCUNRESTRICTED$500
AMERICAN RED CROSS
59 SHERIDAN PARK CIRCLEBLUFFTONSC29910NONEPCUNRESTRICTED$20,000
ARTHRITIS FOUNDATION
PO BOX 96280WASHINGTONDC20077NONEPCUNRESTRICTED$2,000
ASSUMPTION COLLEGE FOR SISTERS
350 BERNARDSVILLE RDMENDHAMNJ07945NONEPCUNRESTRICTED$5,000
BISHOPS ANNUAL APPEAL
PO BOX 818CHARLESTONSC29402NONEPCUNRESTRICTED$3,000
BOYS AND GIRLS CLUB OF HILTON HEAD
PO BOX 22267HILTON HEADSC29926NONEPCUNRESTRICTED$5,000
BREAD FOR THE WORLD
425 3RD ST SW SUITE 1200WASHINGTONDC20024NONEPCUNRESTRICTED$1,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201NONEPCUNRESTRICTED$15,000
CHILDREN'S RELIEF
PO BOX 22574HILTON HEADSC29925NONEPCUNRESTRICTED$5,000
COASTAL DISCOVERY MUSEUM
70 HONEY HORN PLANTATIONHILTON HEADSC29925NONEPCUNRESTRICTED$3,000
COMMUNITIES IN SCHOOL
6134 CHISOLM RDJOHNS ISLANDSC29455NONEPCUNRESTRICTED$1,000
DEEP WELL HILTON HEAD ISLAND SC
PO BOX 5543HILTON HEAD ISLANDSC29926NONEPCUNRESTRICTED$15,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUENEW YORKNY10001NONEPCUNRESTRICTED$3,000
ELLA C WHITE SCHOLARTSHIP
PO BOX 21284HILTON HEADSC29925NONEPCUNRESTRICTED$500
EPILEPSY FOUNDATION
8301 PROFESSIONAL PLACELANDOVERMD20785NONEPCUNRESTRICTED$1,000
FAST LANE TRUCK
PO BOX 22593HILTON HEADSC29926NONEPCUNRESTRICTED$3,000
FOOD FOR THE POOR
6401 LYONS RDPOMPANO BEACHFL33073NONEPCUNRESTRICTED$500
HABITAT FOR HUMANITY
102 IRON MOUNTAIN ROADMINE HILLNJ07803NONEPCUNRESTRICTED$2,000
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAZ72202NONEPCUNRESTRICTED$5,000
HEMOPHILIA ASSOCIATION OF NJ
197 STATE ROUTE 18 206NEAST BRUNSWICKNJ08816NONEPCUNRESTRICTED$35,000
HERITAGE FOUNDATION
852 WILLIAM HILTON PARKWAYHILTON HEADSC29928NONEPCUNRESTRICTED$1,000
HILTON HEAD BASEBALL ASSOC
9 HAIG POINT CTHILTON HEADSC29928NONEPCUNRESTRICTED$450
HYDRO SUN FARMS
280 MONMOUTH AVEATLANTIC HEIGHTSNJ07716NONEPCUNRESTRICTED$5,000
HYDROCETHALUS ASSOCIATION
870 MARKET STREETSAN FRANCISCOCA94102NONEPCUNRESTRICTED$500
ISLAND RECREATION OF HILTON HEAD
20 WILBORN ROADHILTON HEADSC29926NONEPCUNRESTRICTED$4,000
LEUKEMIA SOCIETY
1311 MAMARONECK AVEWHITE PLAINSNY10605NONEPCUNRESTRICTED$500
LOW COUNTY FOOD BANK
2864 AZALEA DRIVECHARLESTONSC29405NONEPCUNRESTRICTED$5,000
LUSTGARDEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714NONEPCUNRESTRICTED$5,000
MAIN ST YOUTH THEATER
25 NEW ORLEANS RDHILTON HEADSC29938NONEPCUNRESTRICTED$1,000
MAKE A WISH FOUNDATION
4742 N 24TH ST SUITE 400PHOENIXAZ85016NONEPCUNRESTRICTED$3,000
MONTCLAIR STATE UNIVERSITY
1 UNIVERSITY AVENUEMONTCLAIRNJ07043NONEPCUNRESTRICTED$1,000
MUSTART SEED COMMUNITIES
29 JANES AVEMEDFIELDMA02052NONEPCUNRESTRICTED$5,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRARLINGTONVA22203NONEPCUNRESTRICTED$5,000
NOTRE DAME HS
1400 APLE AVEELMIRANY14904NONEPCUNRESTRICTED$1,000
POPE JOHN PAUL HS
HIGHWAY 170OKATIESC29909NONEPCUNRESTRICTED$2,500
PROGRAM FOR EXCEPTIONAL PEOPLE
10 OAK PARK DRIVE BOX 2HILTON HEAD ISLANDSC29926NONEPCUNRESTRICTED$3,000
PUBLIC CHARTER SCHOOLS ALLIANCE OF SC
PO BOX 80444CHARLESTONSC29416NONEPCUNRESTRICTED$2,500
QUEEN OF PEACE HS
191 RUTHERFORD PLACENORTH ARLINGTONNJ07031NONEPCUNRESTRICTED$5,000
ROTARY OF HILTON HEAD
32 OFFICE PARK RDHILTON HEADSC29926NONEPCUNRESTRICTED$500
SACRED HEART SCHOOL
620 VALLEY BROOK AVELYNDHURSTNJ07071NONEPCUNRESTRICTED$2,000
SALVATION ARMY
1316 FORDING ISLAND STE ABLUFFTONSC29910NONEPCUNRESTRICTED$8,000
SCRIPPS RESEARCH FOUNDATION
10550 N TORREY PINES RODLA JOLLACA92037NONEPCUNRESTRICTED$3,000
SETON HALL UNIVERSITY
457 CENTRE STSOUTH ORANGENJ07079NONEPCUNRESTRICTED$5,000
SMILE TRAIN
PO BOX 96231WASHINGTONNJ20090NONEPCUNRESTRICTED$1,000
SO OTHERS MAY EAT
71 O ST NWWASHINGTONDC20001NONEPCUNRESTRICTED$5,000
SOLES 4 SOULS
319 MARTINGALE DROLD HICKORYTN37138NONEPCUNRESTRICTED$500
ST JOSEPH HOME FOR ELDERLY
140 SHEPHERD LANETOTOWANJ07512NONEPCUNRESTRICTED$15,000
ST ANDREWS CHURCH
20 POPE AVEHILTON HEADSC29928NONEPCUNRESTRICTED$500
ST ANTHONY'S HIGH SCHOOL
175 8TH STJERSEY CITYNJ07302NONEPCUNRESTRICTED$5,000
ST FRANCIS BY THE SEA CATHOLIC SCHOOL
45 BEACH CITY ROADHILTON HEADSC29926NONEPCUNRESTRICTED$20,000
ST FRANCIS SCHOOL
45 BEACH CITY ROADHILTON HEADSC29926NONEPCUNRESTRICTED$2,000
UNITED WAY OF LOW COUNTY HILTON HEAD SC
1538 FORDING ISLAND ROAD SUITE 107HILTON HEADSC29926NONEPCUNRESTRICTED$17,500
UTICA COLLEGE
1600 BURRSTONE RDUTICANY13502NONEPCUNRESTRICTED$1,000
VOLUNTEERS IN MEDICINE
162 ST PAUL STBURLINGTONVT05401NONEPCUNRESTRICTED$7,000
WATER ORG
920 MAIN ST STE 1800KANSAS CITYMO64105NONEPCUNRESTRICTED$1,000
WOUNDED WARRIOR
7020 AC SKINNER PARKWAYJACKSONVILLEFL32256NONEPCUNRESTRICTED$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$282,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,375ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$196,985ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$286,360ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$286,360TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHE 1998 GLEASON CHARITABLE REMAINDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line115 MAN O WARAddressLine1
CityHILTON HEAD ISLANDCity
StateSCState
ZIP Code29928ZIPCode
FieldValueIRS element (for citing)
Total Contributions$71,921TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$390,517EOYBookValueAmt
EOYFMV$409,636EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CLOSED END MUTUTAL FUNDAT COST$3,092,445$2,995,233
ALTERNATIVE INVESTMENTSAT COST$285,000$272,793

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionPRIOR PERIOD ADJDescription
Amount$72,883Amount

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$150$0$0$150
BANK FEES$40$0$0$40

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$32,461Amt
Net Investment Income$32,461NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$3,160Amt
Net Investment Income$3,160NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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