2021-02-04T17:08:45-06:00 2020-03-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2019-04-01 205804684 GLEASON FAMILY FOUNDATION GLEA 4155783935 67 MARK DRIVE SAN RAFAEL CA 94903 TRACY GLEASON PRESIDENT/CEO 4155783935 2021-01-21 1 TAMARA L MCINERNEY P00011797 6508556800 2021-01-21 2019 2022-09-23 18:48:47Z X 117579124 X X 1837639 3436302 429280 429280 429280 16229446 28419464 16229446 0 106686 18496365 20201714 733954 25054 708900 808961 0 808961 201442 2460 198981 5879 0 5879 82010 20503 61507 2944304 274717 2669587 155835 784 155051 457088 171661 186748 0 186748 1533729 0 1533729 317188 0 317188 5851526 806715 5278229 13278664 1301894 11924760 6763663 7161144 20042327 1301894 19085904 -1545962 18899820 4744859 1949933 1949933 92382 676579 92382 92382 10457142 0 0 3483111 5045756 5045756 498971 924598 924598 134973078 87934686 87934686 8241825 3049148 5364338 5192677 13572625 206897 104725 104725 8697395 760976 8205337 7936419 7936419 18000 18000 18000 168628312 109199176 117579124 552578 368510 1501372 1103891 1505000 252804 3558950 1725205 X 165069362 107473971 165069362 107473971 168628312 109199176 165069362 -1545962 1154030 164677430 57203459 107473971 SHORT TERM INVESTMENT FUND B P 2217 -2217 -2217 ALPHA TILTS FUND B P 5800000 4912750 887250 887250 INTERNATIONAL ALPHA TILTS FUND B P 2200000 1528458 671542 671542 RUSSELL 2000 ALPHA TILTS FUND B P 5000000 4404700 595300 595300 PASSTHROUGH GAIN ADJUSTMENT P 3337428 3337428 3337428 GLEASON CORP D 12082036 1341893 10740143 10740143 16229446 0 15289250 170981123 0.089421 4767653 183590483 0.025969 15561680 165950325 0.093773 19059304 164548517 0.115828 16912292 161024976 0.105029 0.430020 0.086004 152653166 13128783 188998 13317781 19085904 X 188998 0 188998 0 188998 674664 0 0 674664 0 485666 485666 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 4155783935 67 MARK DRIVE SAN RAFAEL CA 94903 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 67 MARK DRIVE SAN RAFAEL CA 94903 CHAIRMAN 1.00 34000 0 0 JANIS F GLEASON 67 MARK DRIVE SAN RAFAEL CA 94903 VP,SECRETARY AND TREASURER 1.00 33000 0 0 TRACY R GLEASON 67 MARK DRIVE SAN RAFAEL CA 94903 PRESIDENT AND CEO 50.00 501077 63376 0 ALBERT W MOORE 67 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 0.50 34000 0 3747 GARY J KIMMET 67 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 0.50 34000 0 1754 JEFFERY P ROBINSON 67 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 0.50 29000 0 0 CLARE H MULLIN 67 MARK DRIVE SAN RAFAEL CA 94903 EXEC PROGRAM DIRECTO 50.00 279722 65049 0 KIMBERLY L MADSEN 67 MARK DRIVE SAN RAFAEL CA 94903 CFO 50.00 209288 53637 0 NICOLLE W DOUGHERTY 67 MARK DRIVE SAN RAFAEL CA 94903 EXEC ASSISANT 40.00 114944 47576 0 HALEIGH L MADSEN 67 MARK DRIVE SAN RAFAEL CA 94903 LOGISTICS MANAGER 45.00 117808 20851 0 0 SCHOOL CHOICE EVENT SERVICES PO BOX 2549 SANTA ROSA BEACH FL 32459 PROJECT CONSULTING & EXPENSES 2257215 SCHOOL CHOICE WEEK EVENTS FUND PO BOX 2549 SANTA ROSA BEACH FL 32459 PROJECT MEETING & EVENT FEES 1172681 FEDEX PO BOX 7221 PASADENA CA 91109 SHIPPING SERVICES 934162 PROVIDENTIAL STRATEGIC LLC PO BOX 2549 SANTA ROSA BEACH FL 32459 PROJECT ONLINE-MEDIA 827624 EMERALD ADVERTISING 124 RIORDAN LANE NAPA CA 94558 DESIGN, PRINTING & COPYING 759448 5 NATIONAL SCHOOL CHOICE WEEK (NSCW) IS A NON-PARTISAN PUBLIC AWARENESS EFFORT THAT PROVIDES A CONCENTRATED FOCUS ON EFFECTIVE EDUCATION OPTIONS FOR ALL CHILDREN AND THE NEED FOR A K-12 EDUCATION SYSTEM THAT PROVIDES A WIDE ARRAY OF SCHOOL CHOICES THAT MOTIVATE STUDENTS AND ENABLE PARENTS TO CHOOSE THE BEST SCHOOL FOR THEIR CHILDREN. NSCW HAS GROWN FROM 150 EVENTS IN 2011 TO 51,300 IN 2019. 10394591 0 133283775 7086453 14607605 154977833 0 0 154977833 2324667 152653166 7632658 7632658 188998 188998 7443660 0 7443660 0 7443660 19085904 0 0 19085904 188998 18896906 7443660 0 0 8904934 11121262 7576210 2566269 7258134 37426809 19085904 0 0 0 7443660 11642244 0 0 49069053 0 0 0 0 0 0 8904934 40164119 11121262 7576210 2566269 7258134 11642244 KIMBERLY MADSEN 67 MARK DR SAN RAFAEL CA 94903 4155783935 COMPLETED APPLICATION AND A LETTER INCLUDING DESCRIPTION AND NEEDS OF THE ORGANIZATION. N/A MOST NEW GRANTS AWARDED RELATE TO IMPROVING K-12 EDUCATION. AMERICAN LEGISLATIVE EXCHANGE COUNCIL 2900 CRYSTAL DRIVE STE 600 ARLINGTON VA 22202 NONE PC GENERAL SUPPORT 75000 AMERICAN RED CROSS BAY AREA 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 ASSOC OF AMERICAN EDUCATORS FOUNDATION 25909 PALA PLACE SUITE 330 MISSION VIEJO CA 92691 NONE PC GENERAL SUPPORT 100000 CALIFORNIA TEACHERS EMPOWERMENT NETWORK 22720 CAVALIER ST WOODLAND HILLS CA 91364 NONE PC GENERAL SUPPORT 50000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 65000 CHOICE MEDIA 36 NEWARK ST SUITE 501 HOBOKEN NJ 07030 NONE PC GENERAL SUPPORT 300000 DIRECTED GRANTS 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 33500 EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 400000 GLEASON FUNDED LIFE BENEFIT PLAN 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 5217 GOLDWATER INSTITUTE THE 500 EAST CORONADO ROAD PHOENIX AZ 85004 NONE PC GENERAL SUPPORT 100000 HERITAGE FOUNDATION THE 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 125000 HOPE HALL 1612 BUFFALO ROAD ROCHESTER NY 14624 NONE PC GENERAL SUPPORT 50000 INSTITUTE FOR JUSTICE 901 N GLEBE RD SUITE 900 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 500000 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS MX NONE PC GENERAL SUPPORT 50000 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 100000 MATCHING GRANTS 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 4950 NATIONAL MERIT SCHOLARSHIP CORPORATION 2018-2019 ACADEMIC YRS330 GLEASON FA PO BOX 99389 CHICAGO IL 60693 NONE PC GENERAL SUPPORT 120335 NATIONAL RIGHT TO WORK LEGAL DEFENSE 8001 BRADDOCK ROAD STE 600 SPRINGFIELD VA 22151 NONE PC GENERAL SUPPORT 125000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT 150000 PACIFIC RESEARCH INSTITUTE PO BOX 60485 PASADENA CA 91116 NONE PC GENERAL SUPPORT 140000 PARENT CHOICE THE 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 40000 PROPERTY AND ENVIRONMENT RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 59718 NONE PC GENERAL SUPPORT 10000 REASON FOUNDATION 5737 MESMER AVE LOS ANGELES CA 90230 NONE PC GENERAL SUPPORT 100000 RELAY GRADUATE SCHOOL OF EDUCATION 25 BROADWAY 3RD FL NEW YORK NY 10004 NONE PC GENERAL SUPPORT 500000 ROCHESTER INSTITUTE OF TECHNOLOGY-KGCOE 77 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE PC GENERAL SUPPORT 260000 UNCOMMON SCHOOLS - ROCHESTER PREP HIGH SCHOOL 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 NONE PC GENERAL SUPPORT 3000000 UNCOMMON SCHOOLS (FORGIVENESS OF FINAL LOAN BALANCE) 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 NONE PC GENERAL SUPPORT 457142 UNIVERSITY OF ROCHESTER GIFT & DONOR 2-306B CAROL SIMON HALL BOX 270100 ROCHESTER NY 14627 NONE PC GENERAL SUPPORT 25000 UNIVERSITY OF ROCHESTER-SIMON SCHOOL 2-306B CAROL SIMON HALL BOX 270100 ROCHESTER NY 14627 NONE PC GENERAL SUPPORT 125000 7161144 HOPE HALL 1612 BUFFALO ROAD ROCHESTER NY 14624 NONE PC GENERAL SUPPORT 1500 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS MX NONE PC GENERAL SUPPORT 150000 RELAY GRADUATE SCHOOL OF EDUCATION 25 BROADWAY 3RD FL NEW YORK NY 10004 NONE PC GENERAL SUPPORT 1000000 1151500 14 1837639 16 429280 18 16229446 0 18496365 0 18496365 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 82010 20503 61507 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS BAJA CALIFORNIA S MX 2016-12-07 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. 150000 NONE 2/14/17, 4/17/18, 2/20/19, 1/9/20 THE GRANTEE IS PERFORMING A TREMENDOUS SERVICE TO THE WORKING POOR BY PROVIDING DAY CARE AND EDUCATIONAL SERVICES. CORPORATE STOCK 34203403 34203403 BLACKROCK POOLED EQUITY FUND 53731283 53731283 VARIOUS AT COST 104725 104725 LEGAL 5879 0 5879 SECURITY DEPOSIT 18000 18000 18000 UNREALIZED LOSS 57203459 ADVERTISING 542508 0 542508 BANK SERVICE CHARGES & FEES 3805 325 3480 COMPUTER & SOFTWARE 12151 0 12151 DUES 2120 0 2120 EQUIPMENT EXPENSE 6496 0 6496 FULFILLMENT SUPPLIES 3172720 0 3172720 INSURANCE 28400 0 28400 LANDSCAPING 300 0 300 MAINTENANCE & REPAIRS 131314 0 131314 MEALS & ENTERTAINMENT 57140 0 57140 OTHER FEES & LICENSES 38154 0 38154 PAYROLL ADMINISTRATION FEES 15124 101 15023 POSTAGE 247599 0 247599 REAL ESTATE INVESTMENT EXPENSES 572861 572861 0 SECURITY 501 0 501 SHIPPING 931833 0 931833 SUPPLIES 19311 0 19311 TELEPHONE 18396 0 18396 WORKERS' COMP 11339 10 11329 UTILITIES 36250 0 36250 SCHOLARSHIP DINNER 3204 0 3204 BLACKROCK: OTHER PORTFOLIO DEDUCTIONS 0 233418 0 OTHER BLACKROCK PORTFOLIO INCOME 106686 DEFERRED EXCISE TAX 1154030 DEFERRED FEDERAL EXCISE TAX 1505000 252804 COMPUTER SERVICES 18858 0 18858 HR SERVICES 5140 0 5140 INVESTMENT FEES 264347 264347 0 MANAGEMENT 563611 0 563611 ONLINE MEDIA 70833 0 70833 OTHER 625304 10370 614934 OUTREACH 861168 0 861168 PUBLIC RELATIONS 535043 0 535043 PROPERTY TAX 89466 0 89466 REGISTRATION FEES 250 0 250 PAYROLL TAXES 66119 784 65335