GLEASON FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GLEASON FAMILY FOUNDATION INC (EIN 22-3628310)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-02
- IRS object ID
- 201201849349100000
- Schema version
- 2011v1.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-02T08:13:27-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paris & Company LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Central Ave Suite 158 | AddressLine1 |
| City | Hilton Head Island | City |
| State | SC | State |
| ZIP Code | 29926 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223628310 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLEASON FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GLEA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAN O WAR | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN GLEASON | Name |
| Title | TRUSTEE PRES | Title |
| Phone | 8438423775 | Phone |
| Date Signed | 2012-07-01 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christopher Paris | Name |
| Phone | 8437151929 | Phone |
| Date Prepared | 2012-07-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2707930 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 164 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 164 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 64070 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 64070 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 306053 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2016915 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 306053 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 370287 | TotalRevenueAndExpenses |
| Total Net Investment Income | 370287 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2950 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2950 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 27008 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13504 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 13504 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3985 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 36893 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16454 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16454 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 259450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 259450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 296343 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16454 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 275904 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 73944 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 353833 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1501 | CashBOY |
| Cash EOY | 1987 | CashEOY |
| Cash EOYFMV | 1987 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 380706 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 129601 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 129601 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1210593 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1211278 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1134283 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 167140 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 25062 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 26729 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 807979 | InvestmentsOtherBOY |
| Investments Other EOY | 1465425 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1415330 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2567919 | TotalAssetsBOY |
| Total Assets EOY | 2833353 | TotalAssetsEOY |
| Total Assets EOYFMV | 2707930 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2599215 | CapitalStockBOY |
| Capital Stock EOY | 2599215 | CapitalStockEOY |
| Retained Earnings BOY | -31296 | RetainedEarningsBOY |
| Retained Earnings EOY | 234138 | RetainedEarningsEOY |
| Total Net Assets BOY | 2567919 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2833353 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2567919 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2833353 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2567919 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 73944 | ExcessOfRevenueOverExpenses |
| Subtotal | 2641863 | Subtotal |
| Other Decreases | -191490 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2833353 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | VARIOUS - SEE ATTACHMENT | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-01-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gross Sales Price | 2016915 | GrossSalesPrice |
| Cost Or Other Basis | 1710862 | CostOrOtherBasis |
| Gain Or Loss | 306053 | GainOrLoss |
| Gains Minus Excess Or Losses | 306053 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 306053 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 229477 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2479216 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.09256 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 234026 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4181139 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055972 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 298172 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3348106 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.089057 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 344937 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3992100 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.086405 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 249016 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3835799 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.064919 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.388913 | TotalDistributionRatio |
| Average Distribution Ratio | 0.077783 | AverageDistributionRatio |
| Net Noncharitable Assets | 2852177 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 221851 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3538 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 225389 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 275904 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3538 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3538 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3538 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2760 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2760 | TotalCreditsAndPayments |
| Tax Due | 778 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NA | WebsiteAddress |
| Books In Care Of Person Name | MARTIN GLEASON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8438423775 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAN O WAR | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARTIN GLEASON | ||||||||
| 15 MAN O WAR | HILTON HEAD ISLAND | SC | 29928 | TRUSTEE PRES | 10 | 0 | 0 | 0 |
| LENORE GLEASON | ||||||||
| 15 MAN O WAR | Hilton Head Island | SC | 29928 | TRUSTEE | 10 | 0 | 0 | 0 |
| NANCY GLEASON PARIS | ||||||||
| 8 IVORY GULL PL | Hilton Head Island | SC | 29926 | TRUSTEE | 10 | 0 | 0 | 0 |
| MARY GLEASON MURPHY | ||||||||
| 11646 CAPTAIN RHETT LN | Fairfax Station | VA | 22039 | TRUSTEE | 10 | 0 | 0 | 0 |
| BONNIE GLEASON OBLINGER | ||||||||
| 4 CARMA COURT | Hilton Head Island | SC | 29926 | TRUSTEE | 10 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1 |
| Amount1 | 0 | Amount1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2769668 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 125943 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2895611 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2895611 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43434 | CashDeemedCharitable |
| Net Noncharitable Assets | 2852177 | NetNoncharitableAssets |
| Minimum Investment Return | 142609 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142609 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3538 | TaxBasedOnInvestmentIncome |
| Total Tax | 3538 | TotalTax |
| Distributable Amount Before Adj | 139071 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 139071 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 139071 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 275904 | ExpensesAndContributions |
| Qualifying Distributions | 275904 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3538 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 272366 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 139071 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 233966 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 234026 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 232202 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 700194 | TotalExcessDistriCarryover |
| Qualifying Distributions | 275904 | QualifyingDistributions |
| Treated As Distri From Corpus | 275904 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 139071 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 139071 | ExcessDistriCyovAppliedCY |
| Total Corpus | 837027 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 837027 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 94895 | ExcessFromYear3 |
| Excess From Year2 | 234026 | ExcessFromYear2 |
| Excess From Year1 | 232202 | ExcessFromYear1 |
| Excess From Current Year | 275904 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN GLEASON | ContributingManager |
| Contributing Manager | LENORE GLEASON | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARTIN GLEASON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAN O WAR | AddressLine1 |
| City | Hilton Head Island | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8438423775 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (57 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| Montclair State | |||||||||
| 1 UNIVERSITY AVE | Butler | NJ | 07405 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| PTR FOUNDATION -Wheelchair | |||||||||
| POBox 4739 | Hilton Head Islan | SC | 29938 | NONE | PUBLIC | UNRESTRICTED | $3,000 | ||
| American Red Cross | |||||||||
| 59 SHERIDAN CROSS | Bluffton | SC | 29910 | NONE | PUBLIC | UNRESTRICTED | $25,000 | ||
| Seton Hall Fund | |||||||||
| 457 Centre Street | South Orange | NJ | 07079 | NONE | PUBLIC | UNRESTRICTED | $3,000 | ||
| American Heart Assoc | |||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| Boys and Girls Club of HHI | |||||||||
| PO Box 22267 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| FELLOWSHIP OF CATHOLIC UNIV ST | |||||||||
| PO Box 18710 | Golden | CO | 80402 | NONE | PUBLIC | UNRESTRICTED | $2,500 | ||
| Catholic Relief | |||||||||
| 228 W Lexington St | Baltimore | MD | 21201 | NONE | PUBLIC | UNRESTRICED | $5,000 | ||
| Doctors wo Borders | |||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Nature Conservancy | |||||||||
| 4245 North Fairfax Drive 100 | Arlington | VA | 22203 | NONE | PUBLIC | UNRESTRICTED | $3,000 | ||
| Fast Lane Track Club | |||||||||
| PO BOX 22593 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $2,500 | ||
| American Cancer | |||||||||
| 59 POPE AVE | Hilton Head Islan | SC | 29928 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Meals On Wheels | |||||||||
| PO Box 23691 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| St Francis School Annual Fund | |||||||||
| 45 BEACH CITY ROAD | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $6,000 | ||
| Smile Train | |||||||||
| PO Box 96231 | Washington | DC | 20090 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Salvation Army | |||||||||
| 1316 FORDING ISLAND RD STE A | Bluffton | SC | 29910 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| Coastal Discovery Museum | |||||||||
| 70 Honey Horn Plantation Road | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| United Way | |||||||||
| 1538 FORDING ISL ROAD STE 107 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $15,000 | ||
| Deep Well | |||||||||
| PO Box 5543 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $15,000 | ||
| Habitat for Humanity | |||||||||
| 102 IRON MOUNTAIN ROAD | Mine Hill | NJ | 07803 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| PEP | |||||||||
| 10 OAK PARK DRIVE BOX 2 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| Food for the Poor | |||||||||
| 6401 Lyons Road | Pompano Beach | FL | 33073 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Volunteers in Medicine | |||||||||
| 162 St Paul Street | Burlington | VT | 05401 | NONE | PUBLIC | UNRESTRICTED | $6,000 | ||
| Knights of Columbus | |||||||||
| 24 POPE AVE | HILTON HEAD | SC | 29928 | NONE | PUBLIC | UNRESTRICTED | $3,000 | ||
| Catholic Relief | |||||||||
| 228 W Lexington St | Baltimore | MD | 21201 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| Wounded Warrior | |||||||||
| 7020 AC Skinner Parkway | Jacksonville | FL | 32256 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Island Rec | |||||||||
| 20 Wilborn Road | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| Pregancy Center of the LowCoun | |||||||||
| 1 Cardinal Road Suites 1-2 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $3,000 | ||
| Coastal Discovery Museum | |||||||||
| 70 Honey Horn Plantation Road | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $3,000 | ||
| Hemophilia Association of NJ | |||||||||
| 197 State Route 18 206N | East Brunswick | NJ | 08816 | NONE | PUBLIC | UNRESTRICTED | $35,000 | ||
| Leukemia Society | |||||||||
| 1311 MAMARONECK AVE | White Plains | NY | 10605 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Nature Conservancy | |||||||||
| 4245 North Fairfax Drive 100 | Arlington | VA | 22203 | NONE | PUBLIC | UNRESTRICTED | $1,500 | ||
| Epilepsy | |||||||||
| 8301 Professional Place | Hyattsville | MD | 20785 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Boys and Girls Club of HHI | |||||||||
| PO Box 22267 | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| Queen of Peace | |||||||||
| 191 Rutherford Place | North Arlington | NJ | 07031 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| Salvation Army | |||||||||
| 1316 FORDING ISLAND STE A | Bluffton | SC | 29910 | NONE | PUBLIC | UNRESTRICTED | $7,000 | ||
| Low Country Food Bank | |||||||||
| 1 Guess Rd | Yemassee | SC | 29945 | NONE | PUBLIC | UNRESTRICTED | $5,000 | ||
| American Diabetes Assoc | |||||||||
| PO Box 11454 | Alexandria | VA | 22314 | NONE | PUBLIC | UNRESTRICTED | $450 | ||
| Mercy Center | |||||||||
| 2300 Adeline Dr | Burlingame | CA | 94010 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| Make-a-Wish Foundation | |||||||||
| 1034 SALEM ROAD | Union | NJ | 07083 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| DC Central Kitchen | |||||||||
| 425 2nd Street Northwest | Washington | DC | 20001 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| Childrens Center | |||||||||
| 8 NATURES WAY | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| PANCREATIC CANCER ACTION NETWO | |||||||||
| 1500 Rosecrans Avenue Suite 2 | Manhattan Beach | CA | 90266 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| Childrens Miracle Network | |||||||||
| 205 West 700 South | Salt Lake City | UT | 84101 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| Bread for the World | |||||||||
| 425 3rd Street SW Suite 1200 | Washington | DC | 20024 | NONE | PUBLIC | UNRESTRICTED | $2,000 | ||
| ECUADOR SCHOOL FATHER ROMERO | |||||||||
| NONE | PUBLIC | NONRESTRICTED | $5,000 | ECUADOR | EC | ||||
| SCRIPPS RESEARCH | |||||||||
| 10550 N TORREY PINES ROAD | La Jolla | CA | 92037 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| HEIFER INTERNATIONAL | |||||||||
| 1 WORLD AVE | Little Rock | AR | 72202 | NONE | PUBLIC | UNRESTRICTED | $25,000 | ||
| NATIONAL PARKINSON | |||||||||
| 1501 NW 9TH AVE | Miami | FL | 33136 | NONE | PUBLIC | UNRESTRICTED | $7,500 | ||
| POPE JOHN PAUL II HIGH | |||||||||
| 400 BUCKWALTER PL BLVD | Bluffton | SC | 29910 | NONE | PUBLIC | UNRESTRICTED | $2,500 | ||
| NOTRE DAME HS | |||||||||
| 1400 MAPLE AVE | Elmira | NY | 14904 | NONE | PULBIC | UNRESTRICTED | $1,500 | ||
| ACADEMY OF THE VISITATION | |||||||||
| 3020 NORTH BALLAS ROAD | Saint Louis | MO | 63131 | NONE | PUBLIC | UNRESTRICTED | $1,500 | ||
| HYDROCEPHALUS FOUNDATION | |||||||||
| 870 Market Street Suite 705 | San Francisco | CA | 94102 | NONE | PUBLIC | UNRESTRICTED | $500 | ||
| AMERICAN HEART ASSOC | |||||||||
| PO BOX 7553 | Hilton Head Islan | SC | 29938 | NONE | PUBLIC | UNRESTRICTED | $1,000 | ||
| LUSTGARTEN FOUND | |||||||||
| 1111 STEWART AVE | Bethpage | NY | 11714 | NONE | PUBLIC | UNRESTRICTED | $6,000 | ||
| MAIN STREET YOUTH THEATER | |||||||||
| 25 NEW ORLEANS ROAD | Hilton Head Islan | SC | 29938 | NONE | PUBLIC | UNRESTRICTED | $2,500 | ||
| ST FRANCIS BY THE SEA | |||||||||
| 45 Beach City Road | Hilton Head Islan | SC | 29926 | NONE | PUBLIC | UNRESTRICTED | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 259450 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $164 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $64,070 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $306,053 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $306,053 | UnrelatedBusinessIncomeAmount |
| Exclusion | $64,234 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 370287 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,900 | Amount |
| Net Investment Income | 2950 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2950 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE 990-PF WASNT FILED ON THE MAY 15 2012 DUE DATE BECAUSE CERTAIN INFORMATION WAS STILL BEING COLLECTED | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Corporate Bonds | NameOfBond |
| EOY Book Value | 25062 | EOYBookValue |
| EOYFMV | 26729 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Corporate Stock | NameOfStock |
| EOY Book Value | 1211278 | EOYBookValue |
| EOYFMV | 1134283 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH CLOSED END MUTUAL FUN | 1058999 | 1070594 |
| MERRILL LYNCH SHORTS | 44369 | 19794 |
| MERRILL LYNCH OTHER | 362057 | 324942 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET CHANGE IN UNREALIZED GAINSLOSS | Description |
| Amount | -$191,490 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | Category |
| Amount | $27,008 | Amount |
| Net Investment Income | 13504 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 13504 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FEDERAL | $2,532 | 0 | 0 | 0 |
| FOREIGN TAXES | $1,453 | 0 | 0 | 0 |
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