2022-06-15T13:15:08-05:00 2021-12-31 050255779 SANSIVERI KIMBALL & CO LLP 50 HOLDEN STREET PROVIDENCE RI 02908 990 2021-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 SUSAN LUDWIG PRESIDENT 8605350786 2022-06-15 1 SUSAN LUDWIG 999009999 LINDA M PEARSON CPA P02361807 4013310500 2022-06-16 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z SUSAN LUDWIG 394 TAUGWONK ROAD STONINGTON CT 063781807 11600510 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION PARTNERS WITH THE COAST GUARD TO PROVIDE RESOURCES TO MEMBERS AND FAMILIES THAT BUILD RESILIENCE AND STRENGTHEN THE ENTIRE COMMUNITY. 26 25 21 125 0 0 7296667 9604919 0 0 602674 1082459 -391788 -281364 7507553 10406014 2662276 3148891 0 0 2226970 2380583 228352 270396 1843374 1495262 1863143 6612860 7663013 894693 2743001 18378114 21630462 549487 848762 17828627 20781700 X THE COAST GUARD FOUNDATION: - SUPPORTS COAST GUARD MEMBERS THROUGH MORALE, WELLNESS AND COMMUNITY BUILDING PROJECTS, EDUCATION AND WORKFORCE DEVELOPMENT ASSISTANCE, AND RECOGNITION PROGRAMS THAT HONOR THEIR SERVICE TO AMERICA. - EMPOWERS COAST GUARD SPOUSES WITH GRANTS TO HELP THEM ACHIEVE COLLEGE DEGREES OR PROFESSIONAL CERTIFICATIONS, GIVING THEM PERSONAL FULFILLMENT AND BOOSTING THE FAMILY'S FINANCIAL STABILITY. - INVESTS IN COAST GUARD CHILDREN THROUGH SCHOLARSHIPS THAT MAKE THE DREAM OF COLLEGE A REALITY, AND COMPREHENSIVE EDUCATION SUPPORT FOR THOSE WHO HAVE LOST A COAST GUARD PARENT IN THE LINE OF DUTY DURING AN OPERATIONAL MISHAP. - ASSISTS COAST GUARD FAMILIES THROUGH TRAGEDY ASSISTANCE WHEN A COAST GUARD MEMBER IS INJURED OR DIES IN THE LINE OF DUTY AND EMERGENCY RELIEF WHEN THEY SUFFER A SIGNIFICANT LOSS DURING A DISASTER. 0 0 2409824 2048044 SUPPORT TO MEMBERS OF THE UNITED STATES COAST GUARD:THE COAST GUARD FOUNDATION'S SUPPORT FOR COAST GUARD MEMBERS ENHANCES THEIR MISSION READINESS AND RESILIENCE. THROUGH FITNESS AND RECREATION GEAR, WE PROMOTE MORALE AND WELLNESS INITIATIVES. THE COAST GUARD FOUNDATION PROVIDES EDUCATION AND WORKFORCE DEVELOPMENT ASSISTANCE TO MEMBERS PURSUING COLLEGE DEGREES OR PROFESSIONAL CERTIFICATIONS TO BETTER PREPARE THEM FOR THEIR ASSIGNED DUTIES AND SET THEM UP FOR FUTURE SUCCESS. 268126 49154 SUPPORT TO THE CORPS OF CADETS AT THE COAST GUARD ACADEMY:THE COAST GUARD FOUNDATION SUPPORTS THE COAST GUARD'S FUTURE OFFICER CORPS THROUGH LEADERSHIP DEVELOPMENT PROGRAMS, DIVERSITY AND INCLUSION INITIATIVES, ACADEMIC ENRICHMENT, AND ATHLETICS AND CLUB ACTIVITIES AT THE COAST GUARD ACADEMY. 1281400 1051693 SUPPORT TO COAST GUARD FAMILIES:THE COAST GUARD FOUNDATION PROVIDES GRANTS AND SCHOLARSHIPS FOR SPOUSES AND COLLEGE-AGE CHILDREN OF COAST GUARD MEMBERS. THE FOUNDATION UPGRADES THE COAST GUARD LOCATIONS AND FAMILY HOUSING AREAS WITH PROJECTS SUCH AS RECREATION FACILITIES. IN TIMES OF TRAGEDY, WHEN A COAST GUARD MEMBER DIES OR IS CRITICALLY INJURED WHILE ON ACTIVE DUTY, THE COAST GUARD FOUNDATION OFFERS COMFORT AND ASSISTANCE TO THE FAMILY AND FRIENDS OF THE FALLEN. IN TIMES OF EMERGENCIES AND NATURAL DISASTERS THE FOUNDATION STEPS IN TO RELIEVE THE IMMEDIATE NEEDS OF COAST GUARD FAMILIES. THE FALLEN HEROES SCHOLARSHIP PAYS THE COST OF A COLLEGE EDUCATION FOR THE CHILDREN OF A COAST GUARD MEMBER WHO IS KILLED IN THE LINE OF DUTY DURING AN OPERATIONAL MISHAP. 1026668 PUBLIC AWARENESS:THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE UNITED STATES COAST GUARD BY MAKING THE PUBLIC AWARE OF THE BENEFITS OF A STRONG COAST GUARD. THROUGH A PUBLIC SERVICE ANNOUNCEMENT CAMPAIGN, THE FOUNDATION HIGHLIGHTS THE DEDICATION AND BRAVERY OF COAST GUARD CREWS. BY HONORING COAST GUARD MEMBERS AT EVENTS, SUCH AS TRIBUTE DINNERS, THE FOUNDATION SHOWCASES THE BRAVERY AND PERFORMANCE EXCELLENCE OF THE SERVICE. 1026668 4986018 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY MD FL CA RI AL WA AZ AK MI NJ AR GA IL KS KY LA ME MN MS NC ND NH NM OH OK OR PA SC TN UT VA WI WV CT MO HI DC X X X NICOLE EVANS 8605350786 394 TAUGWONK ROAD STONINGTON CT 06378 SUSAN LUDWIG PRESIDENT 45.00 X X 224255 0 23014 THOMAS A ALLEGRETTI CHAIRMAN 20.00 X X 0 0 0 R CHRISTIAN JOHNSEN VICE CHAIRMAN 15.00 X X 0 0 0 CHERYL D FELDER TREASURER 15.00 X X 0 0 0 DUNCAN C SMITH III SECRETARY 15.00 X X 0 0 0 WALTER BLESSEY JR DIRECTOR 5.00 X 0 0 0 FREDERICK BRODSKY DIRECTOR 5.00 X 0 0 0 NICKI M CANDIES DIRECTOR 5.00 X 0 0 0 RUTH ANDERSON COGGESHALL DIRECTOR 5.00 X 0 0 0 ROBERT CONRAD DIRECTOR 5.00 X 0 0 0 CHARLEY DIAZ DIRECTOR 5.00 X 0 0 0 PEGGY DUXBURY DIRECTOR 5.00 X 0 0 0 DAVID W GRZEBINISKI DIRECTOR 5.00 X 0 0 0 WILLIAM JENKINS 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 STEIN KRUSE DIRECTOR 5.00 X 0 0 0 KEVIN J MCSWEENEY DIRECTOR 5.00 X 0 0 0 JAMES P MULDOON DIRECTOR 5.00 X 0 0 0 THOMAS NILES DIRECTOR 5.00 X 0 0 0 SALLY BRICE-O'HARA DIRECTOR 5.00 X 0 0 0 JAMES A O'HARE DIRECTOR 5.00 X 0 0 0 LORETTA RIETSEMA DIRECTOR 5.00 X 0 0 0 JUDITH A ROOS DIRECTOR 5.00 X 0 0 0 STEVEN T SCALZO DIRECTOR 5.00 X 0 0 0 MARGARET C WINTERS DIRECTOR 5.00 X 0 0 0 THAD W ALLEN TRUSTEE 2.00 X 0 0 0 JAMES S ANDRASICK TRUSTEE 2.00 X 0 0 0 VIC ANGOCO TRUSTEE 2.00 X 0 0 0 WILLIAM ANONSEN TRUSTEE 2.00 X 0 0 0 GREG BOMBARD TRUSTEE 2.00 X 0 0 0 BENJAMIN G BORDELON TRUSTEE 2.00 X 0 0 0 BRENDAN J BOUCHARD TRUSTEE 2.00 X 0 0 0 ABBOTT BROWN TRUSTEE 2.00 X 0 0 0 JOSEPH P BUSS JR TRUSTEE 2.00 X 0 0 0 KATHRYN CLAY TRUSTEE 2.00 X 0 0 0 LINDA COOKE TRUSTEE 2.00 X 0 0 0 SCOTT COOPER TRUSTEE 2.00 X 0 0 0 JOHN DOHERTY TRUSTEE 2.00 X 0 0 0 DAVID F DYER TRUSTEE 2.00 X 0 0 0 EDWIN LLWYD ECCLESTONE TRUSTEE 2.00 X 0 0 0 JEFFREY G FREEMAN TRUSTEE 2.00 X 0 0 0 AL A GONSOULIN TRUSTEE 2.00 X 0 0 0 ALEXANDRA ANAGNOSTIS-IRONS TRUSTEE 2.00 X 0 0 0 PAUL JANOFF TRUSTEE 2.00 X 0 0 0 GEORGE KAMPSTRA TRUSTEE 2.00 X 0 0 0 H MERRITT LANE III TRUSTEE 2.00 X 0 0 0 CARLEEN LYDEN-WALKER TRUSTEE 2.00 X 0 0 0 BETH MASON TRUSTEE 2.00 X 0 0 0 JIM MASTERS 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 ROBERT W MONTGOMERY TRUSTEE 2.00 X 0 0 0 STEPHEN E MUECKE TRUSTEE 2.00 X 0 0 0 ERIC NAGEL TRUSTEE 2.00 X 0 0 0 JULIE NELSON TRUSTEE 2.00 X 0 0 0 JAMES C OLSON TRUSTEE 2.00 X 0 0 0 JOHN PARROTT TRUSTEE 2.00 X 0 0 0 D BRIAN PETERMAN TRUSTEE 2.00 X 0 0 0 JOSEPH B PHAIR TRUSTEE 2.00 X 0 0 0 THOMAS K RICHEY TRUSTEE 2.00 X 0 0 0 PAUL RODEN TRUSTEE 2.00 X 0 0 0 MARK ROSS TRUSTEE 2.00 X 0 0 0 JEFFREY SCHOLZ TRUSTEE 2.00 X 0 0 0 JOHN SEAMAN TRUSTEE 2.00 X 0 0 0 PB SHAH TRUSTEE 2.00 X 0 0 0 PHILIP J SHAPIRO TRUSTEE 2.00 X 0 0 0 JAMES C VAN SICE TRUSTEE 2.00 X 0 0 0 DANIEL SMALLWOOD TRUSTEE 2.00 X 0 0 0 JOHN F STATTS TRUSTEE 2.00 X 0 0 0 BRENDAN V SULLIVAN JR TRUSTEE 2.00 X 0 0 0 RICHARD M SYMONS TRUSTEE 2.00 X 0 0 0 HOWARD THORSEN TRUSTEE 2.00 X 0 0 0 BROOKS TOMBLIN TRUSTEE 2.00 X 0 0 0 ROGER WACKER TRUSTEE 2.00 X 0 0 0 THOMAS WETHERALD TRUSTEE 2.00 X 0 0 0 NICOLE EVANS DIRECTOR OF FINANCE AND ACCOUNTING 45.00 X 131243 0 3324 BRAD SISLEY SENIOR VP OF DEVELOPMENT 45.00 X 175429 0 19612 RON LABREC EXTERNAL ENGAGEMENT OFFICER 45.00 X 162844 0 7871 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 45.00 X 154091 0 11664 MARC CREGAN REGIONAL DIR OF PHILANTHRO 45.00 X 150427 0 7384 ANDREW KERR REGIONAL DIR OF PHILANTHRO 45.00 X 138342 0 16614 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 45.00 X 132424 0 13525 JEAN BROWN SENIOR DIRECTOR OF EVENTS 45.00 X 102072 0 5376 1371127 0 108384 9 0 1 0 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 MAIL SOLICITATIONS 138700 1 16464 1450280 389500 7748675 815187 9604919 311132 311132 1398600 627273 771327 771327 771327 246925 1450280 567223 -320298 -320298 TRUSTEE DUES 900099 37500 37500 SALE OF PROMOTIONAL ITEMS 453220 1434 1434 38934 10406014 38934 0 762161 2236323 2236323 912568 912568 729644 402013 185767 141864 1278938 570629 182714 525595 72462 33987 13500 24975 149515 68680 27094 53741 150024 64399 29118 56507 37953 37953 45167 45167 270396 270396 39076 39076 221158 80178 40288 100692 271505 141910 129595 95394 33308 25452 36634 99660 49238 41349 9073 96322 9726 35697 50899 33904 19436 7972 6496 DIRECT MAIL SOLICITATIO 627657 233990 57869 335798 MISCELLANEOUS 206048 69840 64605 71603 EVENT PRODUCTION FEES 59793 59793 DONOR CULTIVATION 29506 29506 7663013 4986018 833621 1843374 717849 1318831 1609374 1971738 994051 957406 1283 1930 33557 35285 68736 111652 1361095 909109 478171 451986 14475093 16781634 18378114 21630462 355820 395757 193667 453005 549487 848762 X 5504219 6005917 12324408 14775783 17828627 20781700 18378114 21630462 2743001 210072 0 X X 0 1 X 1 0 X 7360813 7565522 9299517 7143650 9490096 40859598 7360813 7565522 9299517 7143650 9490096 40859598 40859598 315841 455004 436917 423530 311132 1942424 38335 38915 54221 42724 37500 211695 43013717 13198 0.94990 0.94780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE DUES - 2017 AMOUNT: $ 38,250. 2018 AMOUNT: $ 39,000. 2019 AMOUNT: $ 40,500. 2020 AMOUNT: $ 37,500. 2021 AMOUNT: $ 37,500. MISCELLANEOUS - 2017 AMOUNT: $ 85. 2018 AMOUNT: $ -85. 2019 AMOUNT: $ 13,721. 2020 AMOUNT: $ 5,224. 2021 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14045528 1775203 1291398 760133 16351996 12076986 1006305 1303216 340979 14045528 9977157 1172637 1939814 1012622 12076986 10666162 565857 -519004 735858 9977157 7243012 2692069 1121131 390050 10666162 0.23000 0.39000 0.38000 0 0 69569 69569 850663 528347 322316 224186 188271 35915 216677 192491 24186 451986 X 14709915 210072 3812607 320298 4342977 10366938 39076 39076 10406014 11756842 3812607 320298 4132905 7623937 39076 39076 7663013 PART V, LINE 4: ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE COAST GUARD ACADEMY, THE VARIOUS COAST GUARD DISTRICTS AND COAST GUARD FAMILIES. SUCH SUPPORT COMES IN MANY FORMS INCLUDING PROJECTS TO BENEFIT DISTRICT MORALE, ACADEMIC AND ATHLETIC PROGRAMS AT THE ACADEMY, AS WELL AS PROGRAMS TO SUPPORT COAST GUARD FAMILIES, INCLUDING SCHOLARSHIPS. PART X, LINE 2: MANAGEMENT DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING DISCLOSURE OR RECOGNITION. FOR THE YEAR ENDED DECEMBER 31, 2021, THERE WERE NO TAX RELATED INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 320,298. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 320,298. X X X X X X 1 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 DIGITAL AND MAIL SOLICITATIONS 0 2827963 138700 2689262 SUSAN O'NEIL & ASSOCIATES 5910 GLOSTER RD BETHESDA MD 20816 SPECIAL FUNDRAISING EVENTS 0 914108 60912 853196 EMERSON EVENTS & MARKETING 253 8TH STREET JERSEY CITY NJ 07302 SPECIAL FUNDRAISING EVENTS 0 50770 70784 -20014 3792841 270396 3522444 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC DINNER 902585 784325 118260 123032 60664 3500 99601 TEXAS DINNER 599375 503730 95645 18220 94096 12106 58896 5 195245 162225 33020 28164 24466 12148 32330 1697205 1450280 246925 169416 179226 27754 190827 567223 -320298 1 UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 9263 0 TO ENHANCE EDUCATIONAL OPPORTUNITIES AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 8500 0 TO SUPPORT THE WATERFRONT PROGRAM AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 334303 0 TO IMPROVE MORALE AND WELFARE OF COAST GUARDSMEN UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 15000 0 TO ENHANCE THE ATHLETIC PROGRAMS AT THE COAST GUARD ACADEMY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 34791 0 TO SUPPORT PUBLIC OUTREACH OPPORTUNITIES AT THE COAST GUARD ACADEMY AND DISTRICTS UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 1366418 0 TO SUPPORT SHIPMATE FUNDS THROUGHOUT THE COAST GUARD UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 25000 0 TO SUPPORT CHAPLAIN FAMILY INITIATIVES THROUGHOUT THE COAST GUARD UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 10731 0 TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN US COAST GUARD CHIEF PETTY OFFICERS ASSOCIATION 5520 HEMPSTEAD WAY STE G SPRINGFIELD VA 221514011 510237254 432317 0 TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN COLLEGE SCHOLARSHIPS TO CHILDREN OF COAST GUARD PERSONNEL 154 337500 COLLEGE SCHOLARSHIPS TO RESERVISTS AND THEIR DEPENDENTS 11 11000 EDUCATION GRANTS / WORKFORCE DEVELOPMENT TO ENLISTED PERSONNEL 516 360587 EDUCATION GRANTS TO SPOUSES OF COAST GUARD ENLISTED PERSONNEL 179 105500 GRANTS FOR SCHOOL-AGE CHILDREN OF COAST GUARD PERSONNEL TO ATTEND SUMMER CAMPS & ENRICHMENT PROGRAMS 133 55003 TRAGEDY ASSISTANCE 20 25964 FALLEN HEROES SCHOLARSHIPS 2 17014 PART I, LINE 2: CHILDREN OF ACTIVE DUTY, RETIRED, OR ACTIVE RESERVE COAST GUARD MEMBERS CAN APPLY FOR SCHOLARSHIPS BASED ON ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT AND CHARACTER. THE SCHOLARSHIP COMMITTE ASSEMBLES A PANEL OF VOLUNTEERS TO READ AND RANK THE APPLICATIONS ON A POINT SYSTEM. THE READING PANEL INCLUDES ACTIVE DUTY COAST GUARD MEMBERS AS WELL AS VOLUNTEERS FROM THE BOARD OF TRUSTEES. THE SCHOLARSHIP COMMITTEE HAS FINAL APPROVAL OF AWARDS. STUDENTS MUST PROVIDE VERIFICATION OF FULL TIME ENROLLMENT, TRANSCRIPTS, AND STUDENT BILLS. PAYMENTS ARE MADE DIRECTLY TO THE ACADEMIC INSTITUTION WITH THE REQUIREMENT THAT ANY OVERAGES WILL BE REFUNDED TO THE COAST GUARD FOUNDATION AND NOT PAID OUT TO THE STUDENT. 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 EDUCATION AND TRAINING QUOTA MANAGEMENT COMMAND WHO ANNOUNCES THE FUNDS AVAILABILITY AND CHECKS FOR ELIGIBILITY. A LIST OF APPROVED AWARDEES IS GIVEN TO THE COAST GUARD FOUNDATION TO ADMINISTER PAYMENTS DIRECTLY TO ENLISTED MEMBERS. RECIPIENTS ALSO HAVE THE ABILITY TO SEND ACKNOWLEDGEMENT EMAILS. GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST PRESENTED TO THE COAST GUARD FOUNDATION AND INCLUDES A DESCRIPTION OF HOW THE SUPPORT BENEFITS COAST GUARD PERSONNEL AND HOW MANY ARE BENEFITED. IN ADDITION, AVAILABLE FUNDING BY PROGRAM IS CONSIDERED IN GRANTING REQUESTS. GRANTS ARE DISBURSED TO THE COAST GUARD GIFT FUND AND THE COAST GUARD REPORTS BACK WITH DOCUMENTATION OF EXPENDITURE. X X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LUDWIG PRESIDENT 224255 0 0 0 0 0 8410 0 14604 0 247269 0 0 0 BRAD SISLEY SENIOR VP OF DEVELOPMENT 175429 0 0 0 0 0 7234 0 12378 0 195041 0 0 0 RON LABREC EXTERNAL ENGAGEMENT OFFICER 162844 0 0 0 0 0 6427 0 1444 0 170715 0 0 0 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 154091 0 0 0 0 0 6365 0 5299 0 165755 0 0 0 MARC CREGAN REGIONAL DIR OF PHILANTHRO 150427 0 0 0 0 0 5940 0 1444 0 157811 0 0 0 ANDREW KERR REGIONAL DIR OF PHILANTHRO 138342 0 0 0 0 0 5721 0 10893 0 154956 0 0 0 X 36 612508 FAIR MARKET VALUE X CONSUMER GOODS 24 202679 RETAIL VALUE X OTHER 15 8245 RETAIL VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A COPY OF THE 990 IS SENT TO THE AUDIT COMMITTEE FOR REVIEW. AFTER AUDIT COMMITTEE APPROVAL, AND PRIOR TO FILING, A COPY OF THE 990 IS DISTRIBUTED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEE CONFLICT OF INTEREST POLICY IS CLEARLY STATED IN OUR BY-LAWS. EACH YEAR TWO FORMS ARE SENT TO THE TRUSTEES ASKING THEM TO INDICATE WHETHER THEY ARE RELATED OR NON-RELATED PARTIES AND IF SO TO DISCLOSE THE RELATIONSHIP. THEY MUST ALSO DISCLOSE ANY CONFLICTS OF INTEREST. THE FORMS ARE THEN SIGNED BY THE TRUSTEE AND FILED AT THE OFFICE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE FOUNDATION'S PRESIDENT IS REVIEWED AND SET BY THE CHAIRMAN OF THE BOARD. THE CHAIRMAN TAKES INTO CONSIDERATION INDEPENDENT COMPENSATION STUDIES, THE RECOMMENDATION OF THE HUMAN RESOURCES COMMITTEE OF THE BOARD OF DIRECTORS, AND BENCHMARKING DATA FROM SIMILAR ORGANIZATIONS TO ENSURE THAT THE PRESIDENT'S COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO NONPROFIT EXECUTIVES WITH COMPARABLE RESPONSIBILITES. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS REVIEWED BY THE PRESIDENT USING THE SAME METHOD. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, TAX RETURNS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COVID-19 PANDEMIC THE NOVEL STRAIN OF CORONAVIRUS WAS DECLARED A PANDEMIC ON MARCH 11, 2020. THE FOUNDATION DERIVES SIGNIFICANT REVENUES FROM HOSTING SPECIAL EVENTS AND FROM ENGAGING DONORS IN PERSON. GIVEN REGULATORY RESTRICTIONS AND CONCERN FOR PUBLIC SAFETY, CERTAIN EVENTS AND STAFF TRAVEL WERE CANCELED, WHICH RESULTED IN A DECREASE IN FUNDRAISING AND PROGRAM SUPPORT. THE EXTENT OF COVID-19'S IMPACT WILL CONTINUE TO HAVE ON THE FOUNDATION'S OPERATIONAL AND FINANCIAL PERFORMANCE IS UNCERTAIN AS IT WILL DEPEND ON CERTAIN DEVELOPMENTS, INCLUDING THE CONTINUED DURATION AND SPREAD OF THE VIRUS, THE ABILITY TO SAFELY HOST EVENTS, THE ABILITY FOR STAFF TO TRAVEL, AND THE IMPACT ON DONORS, EMPLOYEES AND VENDORS.