COAST GUARD FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COAST GUARD FOUNDATION INC (EIN 04-2899862)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-31
- IRS object ID
- 201242139349300144
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-31T13:22:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050255779 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANSIVERI KIMBALL & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 AIRPORT ROAD | AddressLine1 |
| City | WESTERLY | City |
| State | RI | State |
| ZIP Code | 028913420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042899862 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COAST GUARD FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COAS | NameControl |
| Phone | 8605350786 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 TAUGWONK ROAD | AddressLine1 |
| City | STONINGTON | City |
| State | CT | State |
| ZIP Code | 063781807 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE B BRENGLE | Name |
| Title | PRESIDENT | Title |
| Phone | 8605350786 | Phone |
| Date Signed | 2012-07-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERENCE J MALAGHAN CPA | Name |
| PTIN | P00171896 | PTIN |
| Phone | 4015962000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANNE B BRENGLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 TAUGWONK ROAD | AddressLine1 |
| City | STONINGTON | City |
| State | CT | State |
| ZIP Code | 063781807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7809549 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COASTGUARDFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1986 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 5229 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -10922 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4415944 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4419012 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 338522 | InvestmentIncomePriorYear |
| Investment Income Current Year | 142825 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 306246 | OtherRevenuePriorYear |
| Other Revenue Current Year | 131031 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5060712 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4692868 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 645236 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2078689 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 827197 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 926745 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 62011 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 22200 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 954813 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2764004 | OtherExpensePriorYear |
| Other Expenses Current Year | 1688390 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4298448 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4716024 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 762264 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -23156 | RevenuesLessExpensesCY |
| Total Assets BOY | 7554105 | TotalAssetsBOY |
| Total Assets EOY | 7168110 | TotalAssetsEOY |
| Total Liabilities BOY | 468589 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 202409 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7085516 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6965701 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1414232 | Expense |
| Description | 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, PROVIDE SUPPORT TO LARGER COAST GUARD COMMUNITIES, AND IN PARTICULAR OFTEN BENEFIT THOSE SERVING IN REMOTE LOCATIONS THAT LACK LOCAL RESOURCES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1322690 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 313916 | Expense |
| Description | 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 FAMILY DISASTER RELIEF 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 211702 | Expense |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 211702 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3262540 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUZAN SPRINGER | NamePerson |
| Telephone Number | 8605350786 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 394 TAUGWONK ROAD | AddressLine1 |
| City | STONINGTON | City |
| State | CT | State |
| ZIP Code | 06378 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (87 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| AL J BERNARD | |||||||
| VICE CHAIRMAN | 10.00 | X | X | 0 | 0 | 0 | |
| DONALD T BOLLINGER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| OTTO CANDIES JR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| R ANGELO CLEFFI | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES J COLEMAN JR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| WILLIAM H COLLIER JR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROBERT J FLYNN | |||||||
| CHAIRMAN | 20.00 | X | X | 0 | 0 | 0 | |
| MONTE FRIEDKIN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| VERNA KAYE GIBSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LAWRENCE R GLENN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| RICHARD J GRAHN | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| RICHARD D HERR | |||||||
| TRUSTEE | 10.00 | X | X | 0 | 0 | 0 | |
| WALTER J HICKEL JR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| R CHRISTIAN JOHNSEN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOHN S JOHNSON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CORRINE X KOSAR | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LEO PAUL KOULOS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CLAY MAITLAND | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES P MULDOON | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES A O'HARE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROSS E ROEDER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| STEVEN T SCALZO | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| JOHN F STATTS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| LEROY VANDER PUTTEN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| THOMAS A ALLEGRETTI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES S ANDRASICK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM A BISSO III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MORTON S BOUCHARD III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ERIC W CAPLAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL L CARTHEW | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BLAINE E COLLINS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LAMARR COOLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANGUS R COOPER II | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TERRY M CROSS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BROSIUS D'ARCY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN J D'LUHY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN A DOUGLAS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAVID F DYER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DOUGLAS B EATON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHERYL D FELDER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES G FERGUSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN B FOLEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARSHALL E GILBERT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| F DAVID HOFFMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DOUGLAS E HOLM | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM JENKINS | |||||||
| TREASURER | 10.00 | X | 0 | 0 | 0 | ||
| GARY JOBSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK K KNOY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEIN KRUSE | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ROCH LAMBERT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| H MERRITT LANE III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES M MATHIEU | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN B MCALLISTER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KEVIN J MCSWEENEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES C OLSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| BO A F PETERSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CRAIG E PHILIP | |||||||
| 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 | ||
| THOMAS K RICHEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LORETTA RIETSEMA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JUDITH A ROSS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD T SHANNON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HOWARD SLOTNICK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CURT SPRINGER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CARY K SWASAND | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| EUGENE F SWEENEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| AL A GONSOULIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SIDNEY C MIZELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| VINCENT W PATTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DAN SCHULTZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STEVEN SEIGEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DUNCAN C SMITH III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN H THOMMEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THAD W ALLEN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| EDWARD AMEEN | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| GERALD W BLAKELEY JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES RICHARD D'AMATO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS GILMOUR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE KAMPSTRA | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LISA KAZOR CHRISTOVICH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAT RODEN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM D SULLIVAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES C VAN SICE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS WETHERLAND | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| HUGH A WESTBROOK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANNE B BRENGLE | |||||||
| PRESIDENT | 45.00 | 193500 | 0 | 8978 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 193500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8978 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 2298478 | FundraisingEvents |
| All Other Contributions | 2120534 | AllOtherContributions |
| Noncash Contributions | 328875 | NoncashContributions |
| Total Contributions | 4419012 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69052 | TotalRevenueColumn |
| Exclusion | $69,052 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 89880 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 89880 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89880 | TotalRevenueColumn |
| Exclusion | $89,880 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2290402 | Securities |
| Other | 1132 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2216121 | Securities |
| Other | 1640 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 74281 | Securities |
| Other | -508 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73773 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73773 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 893125 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2298478 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 898920 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5795 | TotalRevenueColumn |
| Exclusion | -$5,795 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TRUSTEE DUES | 900099 | 41000 | 41000 | |
| SALE OF PROMOTIONAL IT | 453220 | 5229 | 5229 | |
| MISCELLANEOUS INCOME | 900099 | 717 | 717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 46946 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4692868 | TotalRevenueColumn |
| Related Or Exempt Function Income | 115490 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5229 | UnrelatedBusinessRevenue |
| Exclusion | $153,137 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1836578 | Total |
| Program Services | 1836578 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 242111 | Total |
| Program Services | 242111 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221856 | Total |
| Program Services | 31060 | ProgramServices |
| Management And General | 79868 | ManagementAndGeneral |
| Fundraising | 110928 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579346 | Total |
| Program Services | 188415 | ProgramServices |
| Management And General | 157864 | ManagementAndGeneral |
| Fundraising | 233067 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23804 | Total |
| Program Services | 5440 | ProgramServices |
| Management And General | 4325 | ManagementAndGeneral |
| Fundraising | 14039 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36620 | Total |
| Program Services | 1592 | ProgramServices |
| Management And General | 8762 | ManagementAndGeneral |
| Fundraising | 26266 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65119 | Total |
| Program Services | 14084 | ProgramServices |
| Management And General | 13999 | ManagementAndGeneral |
| Fundraising | 37036 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14259 | Total |
| Management And General | 14259 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30820 | Total |
| Management And General | 30820 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22200 | Total |
| Fundraising | 22200 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34762 | Total |
| Management And General | 34762 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135772 | Total |
| Program Services | 66182 | ProgramServices |
| Management And General | 15092 | ManagementAndGeneral |
| Fundraising | 54498 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47313 | Total |
| Program Services | 16774 | ProgramServices |
| Management And General | 3640 | ManagementAndGeneral |
| Fundraising | 26899 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52258 | Total |
| Program Services | 21284 | ProgramServices |
| Management And General | 16629 | ManagementAndGeneral |
| Fundraising | 14345 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26575 | Total |
| Program Services | 6911 | ProgramServices |
| Management And General | 5851 | ManagementAndGeneral |
| Fundraising | 13813 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45732 | Total |
| Program Services | 28258 | ProgramServices |
| Management And General | 8689 | ManagementAndGeneral |
| Fundraising | 8785 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99397 | Total |
| Program Services | 14932 | ProgramServices |
| Management And General | 12978 | ManagementAndGeneral |
| Fundraising | 71487 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59099 | Total |
| Program Services | 29459 | ProgramServices |
| Management And General | 12212 | ManagementAndGeneral |
| Fundraising | 17428 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5366 | Total |
| Program Services | 300 | ProgramServices |
| Management And General | 5066 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| EVENT ATTENDANCE | 543064 | 543064 | ||
| DIRECT MAIL SOLICITATIO | 238011 | 238011 | ||
| BOATS DONATED TO THE CO | 171885 | 171885 | ||
| MISCELLANEOUS | 47952 | 2231 | 10564 | 35157 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136125 | Total |
| Program Services | 41980 | ProgramServices |
| Management And General | 38698 | ManagementAndGeneral |
| Fundraising | 55447 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4716024 | Total |
| Program Services | 3262540 | ProgramServices |
| Management And General | 498671 | ManagementAndGeneral |
| Fundraising | 954813 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527879 | Total |
| Program Services | 272255 | ProgramServices |
| Management And General | 9444 | ManagementAndGeneral |
| Fundraising | 246180 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 324526 | BOY |
| EOY | 326682 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1439130 | BOY |
| EOY | 875998 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 432790 | BOY |
| EOY | 477002 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4819 | BOY |
| EOY | 3502 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35095 | BOY |
| EOY | 33936 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118433 | BOY |
| EOY | 72360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1670369 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 607741 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1033467 | BOY |
| EOY | 1062628 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2878192 | BOY |
| EOY | 3133169 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1287653 | BOY |
| EOY | 1147155 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 35678 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7554105 | BOY |
| EOY | 7168110 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426725 | BOY |
| EOY | 155909 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36500 | BOY |
| EOY | 46500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5364 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468589 | BOY |
| EOY | 202409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2726902 | BOY |
| EOY | 2829490 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1808464 | BOY |
| EOY | 1403902 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550150 | BOY |
| EOY | 2732309 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7085516 | BOY |
| EOY | 6965701 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7554105 | BOY |
| EOY | 7168110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -23156 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -96659 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Other | X | SupportingOrg509a3Type3Other |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| US COAST GUARD | |||||
| 546010204 | 6 | 1 | 1 | 1 | $1,414,231 |
| USCG ACADEMY | |||||
| 546010204 | 6 | 1 | 1 | 1 | $1,322,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2736920 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4157343 | BeginningOfYearBalance |
| Contributions | 279559 | Contributions |
| Investment Earnings Or Losses | 8044 | InvestmentEarningsOrLosses |
| Other Expenditures | 164622 | OtherExpenditures |
| End Of Year Balance | 4280324 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3717157 | BeginningOfYearBalance |
| Contributions | 252340 | Contributions |
| Investment Earnings Or Losses | 439192 | InvestmentEarningsOrLosses |
| Other Expenditures | 251346 | OtherExpenditures |
| End Of Year Balance | 4157343 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3775113 | BeginningOfYearBalance |
| Contributions | 225290 | Contributions |
| Investment Earnings Or Losses | -7025 | InvestmentEarningsOrLosses |
| Other Expenditures | 276221 | OtherExpenditures |
| End Of Year Balance | 3717157 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4856711 | BeginningOfYearBalance |
| Contributions | 285489 | Contributions |
| Investment Earnings Or Losses | -1184850 | InvestmentEarningsOrLosses |
| Other Expenditures | 182237 | OtherExpenditures |
| End Of Year Balance | 3775113 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.20250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.63140 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16610 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 381374 | OtherCostOrOtherBasis |
| Book Value | 381374 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 871283 | OtherCostOrOtherBasis |
| Depreciation | 386372 | Depreciation |
| Book Value | 484911 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 316329 | OtherCostOrOtherBasis |
| Depreciation | 190721 | Depreciation |
| Book Value | 125608 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 101383 | OtherCostOrOtherBasis |
| Depreciation | 30648 | Depreciation |
| Book Value | 70735 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1062628 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BLACKROCK GRANITE PROPERTY FUND | 323926 | F |
| HATTERAS MULTI STRATEGY FUND | 823229 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1147155 | TotalOfBookValueSecurities |
| Total Revenue | 4692868 | TotalRevenue |
| Total Expenses | 4716024 | TotalExpenses |
| Excess Or Deficit For Year | -23156 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -96659 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -96659 | TotalAdjustments |
| Excess Or Deficit Per FS | -119815 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11579666 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -96659 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 6119299 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 6022640 | RevenueNotRptdF990 |
| Revenue Subtotal | 5557026 | RevenueSubtotal |
| Investment Expenses Not Included | 34762 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -898920 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -864158 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4692868 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11699481 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 6119299 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 898920 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7018219 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4681262 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 34762 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 34762 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4716024 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 XII, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EXPENSES OTHER THAN FUNDRAISING - SPECIAL EVENTS -898,920. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES OTHER THAN FUNDRAISING - SPECIAL EVENTS 898,920. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LW ROBBINS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 SUMMER STREET | AddressLine1 |
| City | HOLLISTON | City |
| State | MA | State |
| ZIP Code | 01746 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | MAIL SOLICITATIONS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 566501 | GrossReceipts |
| Amount Retained By Contractor | 22200 | AmountRetainedByContractor |
| Net To Organization | 544301 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 566501 | TotalGrossReceipts |
| Total Retained By Contractors | 22200 | TotalRetainedByContractors |
| Total Net To Organization | 544301 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | NEW YORK DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 570200 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 376100 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 194100 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 5470 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 80140 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5183 | EntertainmentEvent1 |
| Name Of Event2 | DC DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 932225 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 680225 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 252000 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 115145 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 101164 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 14549 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 1582 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 10 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 1689178 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1286338 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 402840 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 13753 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 131157 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 335158 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 9362 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 86257 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3191603 | GrossReceiptsTotal |
| Charitable Contributions Total | 2342663 | CharitableContributionsTotal |
| Gross Revenue Total Events | 848940 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 13753 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 251772 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 516462 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 29094 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 87839 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 898920 | DirectExpenseSummaryEvents |
| Net Income Summary | -49980 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | 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 2011 WERE $204,519. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|
| UNITED STATES COAST GUARD | ||
| 546010204 | 220000 | TO PROVIDE EDUCATIONAL GRANTS TO ENLISTED PERSONNEL. |
| UNITED STATES COAST GUARD | ||
| 546010204 | 278001 | TO ENHANCE EDUCATIONAL OPPORTUNITIES AT THE COAST GUARD ACADEMY |
| UNITED STATES COAST GUARD | ||
| 546010204 | 691129 | TO SUPPORT THE WATERFRONT PROGRAM AT THE COAST GUARD ACADEMY |
| UNITED STATES COAST GUARD | ||
| 546010204 | 494348 | TO IMPROVE MORALE AND WELFARE OF COAST GUARDSMEN |
| UNITED STATES COAST GUARD | ||
| 546010204 | 75600 | TO ENHANCE THE ATHLETIC PROGRAMS AT THE COAST GUARD ACADEMY |
| UNITED STATES COAST GUARD | ||
| 546010204 | 62500 | TO SUPPORT PUBLIC OUTREACH OPPORTUNITIES AT THE COAST GUARD ACADEMY AND DISTRICTS |
| UNITED STATES COAST GUARD | ||
| 546010204 | 15000 | TO ENHANCE LEADERSHIP DEVELOPMENT PROGRAMS AT THE COAST GUARD ACADEMY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| COLLEGE SCHOLARSHIPS TO CHILDREN OF ENLISTED PERSONNEL | 56 | 212541 |
| DISASTER RELIEF ASSISTANCE - REIMBURSEMENT FOR LOSSES INCURRED FROM HURRICANE IRENE. | 4 | 6370 |
| COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS | 6 | 6000 |
| EDUCATION GRANTS TO SPOUSES OF COAST GURAD ENLISTED PERSONNEL | 77 | 17200 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE AWARDED BY AN INDEPENDENT SCHOLARSHIP BOARD CONSISTING OF COAST GUARD PERSONNEL AND ONE FOUNDATION MEMBER. 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 TEH 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANNE B BRENGLE | NamePerson |
| Base Compensation Filing Org | 187500 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6000 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 7500 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 1478 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 202478 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 205324 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 148000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL AND SALES | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 92947 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET PRICES | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | SAILING EQUIPMENT | 3 | 41078 | APPRAISAL |
| X | OPTICAL EQUIPMENT | 1 | 20000 | RETAIL VALUE |
| X | GOLF MEMBERSHIPS | 10 | 25000 | RETAIL VALUE |
| X | EVENT SPONSORSHIPS | 2 | 1000 | RETAIL VALUE |
| X | EQUIPMENT | 1 | 850 | RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING A COPY OF THE 990 IS SENT TO THE AUDIT COMMITTEE FOR REVIEW. A COPY OF THE FINAL 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 TEH ANNUAL REPORT. AUDITED FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -96,659. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |