2023-02-14T16:22:42-06:00 2022-03-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2021-04-01 205804684 GLEASON FAMILY FOUNDATION GLEA 2092176799 13981 BOWMAN ROAD PINE GROVE CA 95665 TRACY GLEASON PRESIDENT/CEO 2092176799 2023-02-13 1 TRACY GLEASON 999009999 TAMARA L MCINERNEY P00011797 6508556800 2023-02-13 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X 152027293 X X 1164076 1164076 811837 811837 811837 9019534 30679818 14459027 16935085 145867 27930532 16580807 1102362 25429 1076933 546967 0 546967 225387 0 225387 8270 0 8270 70985 17746 53239 2998655 182597 2816058 142249 0 142249 414169 171054 185915 0 185915 925101 9249 915852 169690 0 169690 3648435 876675 2823316 10438185 1282750 8963876 17280125 15599178 27718310 1282750 24563054 212222 15298057 2229394 1037630 1037630 300035 1646819 300035 300035 7096971 513151 25711 25711 130684083 131287334 131287334 8338339 3392032 5021624 4946307 13572625 99298 89427 89427 4134 3551 7673200 583 583 18000 5713948 5713948 154982540 143400975 152027293 723748 460468 596902 2277848 874306 829777 2194956 3568093 X 152787584 139832882 152787584 139832882 154982540 143400975 152787584 212222 0 152999806 13166924 139832882 SALE OF WAREHOUSE P 2018-08-12 2022-02-28 2300000 2300000 0 0 SHORT TERM INVESTMENT FUND B P 2021-04-30 2022-03-31 6 -6 -6 ALPHA TILTS FUND B P 2021-04-30 2022-03-31 5350500 4932041 418459 418459 INTERNATIONAL ALPHA TILTS FUND B P 2021-04-30 2022-03-31 1856000 2601406 -745406 -745406 RUSSELL 2000 ALPHA TILTS FUND B P 2021-04-30 2022-03-31 5443500 6387338 -943838 -943838 PASSTHROUGH GAIN ADJUSTMENT P 2021-04-30 2022-03-31 15729818 15729818 15729818 14459027 212643 0 212643 0 212643 245273 0 230000 0 475273 0 262630 262630 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 0 0 0 1 N/A TRACY GLEASON 2092176799 13981 BOWMAN ROAD PINE GROVE CA 95665 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JAMES S GLEASON 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 1.00 41000 0 0 JANIS F GLEASON 13981 BOWMAN ROAD PINE GROVE CA 95665 VP 1.00 41000 0 0 TRACY R GLEASON 13981 BOWMAN ROAD PINE GROVE CA 95665 CHAIRMAN, PRESIDENT AND CEO 50.00 508585 77582 0 ALBERT W MOORE 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 0.50 44000 0 0 GARY J KIMMET 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 0.50 44000 0 0 JEFFERY P ROBINSON 13981 BOWMAN ROAD PINE GROVE CA 95665 DIRECTOR 0.50 42000 0 0 KIMBERLY L MADSEN 13981 BOWMAN ROAD PINE GROVE CA 95665 CFO, SECRETARY AND TREASURER 50.00 243395 60801 0 CLARE H MULLIN 13981 BOWMAN ROAD PINE GROVE CA 95665 EXEC PROGRAM DIRECTO 50.00 302062 72750 0 NICOLLE W DOUGHERTY 13981 BOWMAN ROAD PINE GROVE CA 95665 EXEC ASSISANT 40.00 123342 53312 0 HALEIGH L MADSEN 13981 BOWMAN ROAD PINE GROVE CA 95665 LOGISTICS MANAGER 45.00 112229 21489 0 0 NSCW MANAGEMENT INC PO BOX 2140 ORANGE BEACH AL 36561 PROJECT CONSULTING & EXPENSES 3546715 EMERALD ADVERTISING 124 RIORDAN LANE NAPA CA 94558 DESIGN, PRINTING & COPYING 582920 FEDEX PO BOX 7221 PASADENA CA 91109 SHIPPING SERVICES 404669 BLACKROCK PO BOX 978647 DALLAS TX 753978647 INVESTMENT MANAGEMENT 182160 FRANCISCO ROCHIN 50 CALLEJON DE LOS NINOS EL PEDREGAL LOS CABOS MX CP 23450 PROPERTY MANAGEMENT 158685 3 NATIONAL SCHOOL CHOICE WEEK (NSCW) IS A NON-PARTISAN, NON-POLITICAL EFFORT TO RAISE BROAD PUBLIC AWARENESS OF THE PUBLIC, CHARTER, MAGNET, PRIVATE, ONLINE, AND HOME EDUCATION OPTIONS AVAILABLE FOR CHILDREN AND FAMILIES ACROSS THE U.S. IN 2020-21, NSCW PARTNERED TO PROVIDE FREE EDUCATIONAL RESOURCES TO 21,647 SCHOOLS, HOMESCHOOL GROUPS, AND ORGANIZATIONS AND PLAN 57 LARGE WEB-BASED SCHOOL FAIRS, INFORMATION SESSIONS, AND OTHER EVENTS. NSCW DEVELOPS AND MAINTAINS THE NATION'S MOST EXTENSIVE PORTFOLIO OF FREE SCHOOL SEARCH RESOURCES FOR PARENTS, CREATING 75 ARTICLES AND RESOURCE ROUNDUPS IN 2020-21, ULTIMATELY SERVING 1.37 MILLION FAMILIES. 6875831 0 130422674 2768272 19818714 153009660 0 0 153009660 2295145 150714515 7535726 7535726 212643 212643 7323083 1210504 8533587 0 8533587 24563054 0 24563054 8533587 0 0 7576210 2566269 7258134 11642244 4225378 33268235 24563054 0 0 0 8533587 16029467 0 0 49297702 0 0 0 0 0 0 7576210 41721492 2566269 7258134 11642244 4225378 16029467 KIMBERLY MADSEN 13981 BOWMAN ROAD PINE GROVE CA 95665 2092176799 COMPLETED APPLICATION AND A LETTER INCLUDING DESCRIPTION AND NEEDS OF THE ORGANIZATION. N/A MOST NEW GRANTS AWARDED RELATE TO IMPROVING K-12 EDUCATION. PARENT CHOICE INC 350 BISHOPS WAY SUITE 104 BROOKFIELD WI 53005 NONE PC GENERAL SUPPORT 50000 PHILANTHROPY ROUNDTABLE THE 1120 20TH ST NW SUITE 550 SOUTH WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 15000 PROPERTY AND ENVIRONMENT RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 597186829 NONE PC GENERAL SUPPORT 10000 UNIVERSITY OF ROCHESTER - SIMON SCHOOL 2-306B CAROL SIMON HALL BOX 270100 ROCHESTER NY 14627 NONE PC GENERAL SUPPORT 75000 NATIONAL MERIT SCHOLARSHIP CORPORATION PO BOX 99389 CHICAGO IL 606939389 NONE PC GENERAL SUPPORT 78325 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 65000 PACIFIC RESEARCH INSTITUTE PO BOX 60485 PASADENA CA 91116 NONE PC GENERAL SUPPORT 140000 EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 400000 ASSOC OF AMERICAN EDUCATORS FOUNDATION 2560 HUNTINGTON AVENUE SUITE 301 ALEXANDRIA VA 22303 NONE PC GENERAL SUPPORT 100000 CHOICE MEDIA 35 WEBB AVENUE OCEAN GROVE NJ 07756 NONE PC GENERAL SUPPORT 250000 NATIONAL RIGHT TO WORK LEGAL DEFENSE 8001 BRADDOCK ROAD SPRINGFIELD VA 22151 NONE PC GENERAL SUPPORT 125000 REASON FOUNDATION 5737 MESMER AVENUE LOS ANGELES CA 902306316 NONE PC GENERAL SUPPORT 100000 UNIVERSITY OF ARKANSAS 1125 W MAPLE STREET 316 ADMIN BLDG FAYETTEVILLE AR 727023124 NONE PC GENERAL SUPPORT 28000 AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2900 CRYSTAL DRIVE 6TH FLOOR ARLINGTON VA 22202 NONE PC GENERAL SUPPORT 75000 CALIFORNIA TEACHERS EMPOWERMENT NETWORK 22720 CAVALIER ST WOODLAND HILLS CA 91364 NONE PC GENERAL SUPPORT 50000 GOLDWATER INSTITUTE 500 EAST CORONADO ROAD PHOENIX AZ 85004 NONE PC GENERAL SUPPORT 100000 MANHATTEN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 100000 ROCHESTER INSTITUTE OF TECHNOLOGY - KGCOE 77 LOMB MEMORIAL DRIVE ROCHESTER NY 146235603 NONE PC GENERAL SUPPORT 260000 INSTITUTE FOR JUSTICE 901 N GLEBE RD SUITE 900 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 500000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT 175000 HERITAGE FOUNDATION THE 214 MASSACHUSETTS AVE NE WASHINGTON DC 200024999 NONE PC GENERAL SUPPORT 100000 FACE 450 HIGHLAND AVENUE FALL RIVER MA 02720 NONE PC GENERAL SUPPORT 6000 FOODLINK INC 1999 MT READ BLVD ROCHESTER NY 14615 NONE PC GENERAL SUPPORT 1000 HARLEY SCHOOL 1981 CLOVER STREET ROCHESTER NY 146183299 NONE PC GENERAL SUPPORT 1000 HORIZONS AT THE HARLEY SCHOOL 1981 CLOVER STREET ROCHESTER NY 14618 NONE PC GENERAL SUPPORT 1000 UNITED WAY OF GREATER ROCHESTER INC 75 COLLEGE AVENUE ROCHESTER NY 14607 NONE PC GENERAL SUPPORT 1000 ELMWOOD FRANKLIN SCHOOL 104 NEW AMSTERDAM AVENUE BUFFALO NY 14216 NONE PC GENERAL SUPPORT 1000 NORCAL INTERSCHOLASTIC CYCLING LEAGUE 40 FOURTH STREET 230 PETALUMA CA 94952 NONE PC GENERAL SUPPORT 2000 MARIN CATHOLIC 675 SIR FRANCIS DRAKE BLVD KENTFIELD CA 94904 NONE PC GENERAL SUPPORT 2000 LILY'S LEGACY SENIOR DOG SANCTUARY PO BOX 751002 PETALUMA CA 94975 NONE PC GENERAL SUPPORT 3500 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST STE 400 FAIRFIELD CT 06825 NONE PC GENERAL SUPPORT 4000 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BAJA CALIFORNIA S MX NONE NC GENERAL SUPPORT 100000 RELAY GRADUATE SCHOOL OF EDUCATION 25 BROADWAY 3RD FL NEW YORK NY 10004 NONE PC GENERAL SUPPORT 500000 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 NONE POF GENERAL SUPPORT 6187767 MATCHING GRANTS 13981 BOWMAN ROAD PINE GROVE CA 95665 NONE PC GENERAL SUPPORT 6185 GLEASON FUNDED LIFE BENEFIT PLAN 13981 BOWMAN ROAD PINE GROVE CA 95665 NONE PC GENERAL SUPPORT 4920 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 NONE POF GENERAL SUPPORT 5981481 15599178 NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION 18117 BISCAYNE BLVD 2509 AVENTURA FL 33160 NONE POF GENERAL SUPPORT 2277848 2277848 14 1164076 16 811837 14 16935085 18 9019534 0 27930532 0 27930532 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 70985 17746 53239 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS BAJA CALIFORNIA S MX 2020-02-25 150000 THE PURPOSE OF THE GRANT IS TO PROVIDE FUNDS FOR THE LOS NINOS DEL CAPITAN A.C. RENOVATIONS, REPAIRS AND EXPANSION OF THEIR CURRENT FACILITY WHICH ENABLES THEM TO PROVIDE AFTER SCHOOL CARE TO MANY CHILDREN WHO OTHERWISE WOULD BE CONSIDERED "LATCH KEY" CHILDREN. 100000 NONE 3/22/21, 2/23/22 THE GRANTEE IS PERFORMING A TREMENDOUS SERVICE TO THE WORKING POOR BY PROVIDING DAY CARE AND EDUCATIONAL SERVICES. CORPORATE STOCK 65937717 65937717 BLACKROCK POOLED EQUITY FUND 65349617 65349617 PARTNERSHIP INVESTMENTS AT COST 89427 89427 LEGAL 8270 0 8270 SECURITY DEPOSIT 18000 18000 18000 ASSET HELD FOR SALE 5695948 5695948 UNREALIZED GAIN 13005058 EXCISE TAXES 161866 ADVERTISING 470622 0 470622 BANK SERVICE CHARGES & FEES 4042 0 4042 COMPUTER & SOFTWARE 371 0 371 DUES 1369 0 1369 FULFILLMENT SUPPLIES 1628660 0 1628660 INSURANCE 30675 0 30675 MAINTENANCE & REPAIRS 93620 4607 89013 MEALS & ENTERTAINMENT 29947 1499 28448 OTHER FEES & LICENSES 99737 0 99737 PAYROLL ADMINISTRATION FEES 19105 0 19105 POSTAGE 379 0 379 REAL ESTATE INVESTMENT EXPENSES 817143 817143 0 SECURITY 528 0 528 SHIPPING 388310 0 388310 SUPPLIES 5435 0 5435 TELEPHONE 13145 0 13145 WORKERS' COMP 15557 0 15557 UTILITIES 36997 1870 35127 PASSTHROUGH DEDUCTIONS 0 51556 0 USE TAX -7207 0 -7207 OTHER BLACKROCK PORTFOLIO INCOME 16935085 145867 16935085 DEFERRED FEDERAL EXCISE TAX 874306 829777 COMPUTER SERVICES 12502 0 12502 INVESTMENT FEES 182597 182597 0 MANAGEMENT 1020792 0 1020792 ONLINE MEDIA 264765 0 264765 OTHER 670281 0 670281 OUTREACH 240518 0 240518 PUBLIC RELATIONS 164390 0 164390 COMMUNICATION 389520 0 389520 FULFILLMENT 53290 0 53290 PROPERTY TAX 68328 0 68328 REGISTRATION FEES 400 0 400 PAYROLL TAXES 73521 0 73521