2020-02-14T11:11:22-06:00 2019-03-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2018-04-01 205804684 GLEASON FAMILY FOUNDATION GLEA 4155783935 67 MARK DRIVE SAN RAFAEL CA 94903 TRACY GLEASON PRESIDENT/CEO 4155783935 2020-02-12 1 TAMARA L MCINERNEY P00011797 6508556800 2020-02-12 2018 2022-09-23 18:48:47Z X 177702074 X X 3769433 4965871 433069 433069 433069 20176811 29286649 20176811 691719 1730745 25071032 27306496 701667 23284 678383 773549 0 773549 171021 2749 168272 1663 0 1663 83704 20926 62778 2705416 464541 2240875 149628 735 148893 458935 172510 106507 0 106507 1135377 0 1135377 152055 0 152055 6279600 724730 5707459 12719122 1409475 11175811 3855740 4372409 16574862 1409475 15548220 8496170 25897021 937813 4744859 4744859 676579 5283295 676579 676579 10457142 0 10571428 10457142 10457142 1790033 3483111 3483111 1500440 498971 498971 154144806 134973078 134973078 8241825 2877487 5536847 5364338 14438100 600803 206897 206897 8680887 475550 6300526 8205337 8205337 18379 18000 18000 186684370 168628312 177702074 331438 552578 2018041 1501372 2000000 1505000 4349479 3558950 X 182334891 165069362 182334891 165069362 186684370 168628312 182334891 8496170 395988 191227049 26157687 165069362 SHORT TERM INVESTMENT FUND B P 5 5 5 ALPHA TILTS FUND B P 2781986 350270 2431716 2431716 INTERNATIONAL ALPHA TILTS FUND B P 2975522 2487207 488315 488315 RUSSELL 2000 ALPHA TILTS FUND B P 2992491 3076263 -83772 -83772 PASSTHROUGH GAIN ADJUSTMENT P 6068548 6068548 6068548 GLEASON CORP D 14468097 3196098 11271999 11271999 20176811 0 4767653 183590483 0.025969 15561680 165950325 0.093773 19059304 164548517 0.115828 16912292 161024976 0.105029 12651738 179890161 0.070330 0.410929 0.082186 170981123 14052255 258970 14311225 15548220 X 258970 0 258970 0 258970 529506 0 0 529506 0 270536 270536 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 10.00 34000 0 0 JANIS F GLEASON 67 MARK DRIVE SAN RAFAEL CA 94903 VP,SECRETARY AND TREASURER 10.00 34000 0 0 TRACY R GLEASON 67 MARK DRIVE SAN RAFAEL CA 94903 PRESIDENT AND CEO 50.00 465677 58777 0 ALBERT W MOORE 67 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 5.00 34000 0 4474 GARY J KIMMET 67 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 5.00 34000 0 4740 JEFFERY P ROBINSON 67 MARK DRIVE SAN RAFAEL CA 94903 DIRECTOR 5.00 32000 0 0 CLARE H MULLIN 67 MARK DRIVE SAN RAFAEL CA 94903 EXEC PROGRAM DIRECTO 50.00 266969 54686 0 KIMBERLY L MADSEN 67 MARK DRIVE SAN RAFAEL CA 94903 CONTROLLER 50.00 185820 44543 0 NICOLLE W DOUGHERTY 67 MARK DRIVE SAN RAFAEL CA 94903 EXEC ASSISANT 40.00 113070 41886 0 HALEIGH L MADSEN 67 MARK DRIVE SAN RAFAEL CA 94903 LOGISTICS MANAGER 45.00 102495 16105 0 MARTIN L HOGAN 67 MARK DRIVE SAN RAFAEL CA 94903 PROJECT SUPERVISOR 40.00 50952 6004 0 0 SCHOOL CHOICE EVENT SERVICES PO BOX 2549 SANTA ROSA BEACH FL 32459 PROJECT CONSULTING & EXPENSES 2110029 SCHOOL CHOICE WEEK EVENTS FUND PO BOX 2549 SANTA ROSA BEACH FL 32459 PROJECT MEETING & EVENT FEES 902122 EMERALD ADVERTISING 807 OREGON AVENUE SAN MATEO CA 94402 DESIGN, PRINTING & COPYING 732909 FEDEX PO BOX 7221 PASADENA CA 91109 SHIPPING SERVICES 681472 PROVIDENTIAL STRATEGIC LLC PO BOX 2014 SANTA ROSA BEACH FL 32459 PROJECT ONLINE-MEDIA 670639 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 40,549 IN 2018. 9698620 0 143101285 4394819 26088792 173584896 0 0 173584896 2603773 170981123 8549056 8549056 258970 258970 8290086 0 8290086 0 8290086 15548220 0 0 15548220 258970 15289250 8290086 0 0 3760530 8904934 11121262 7576210 2566269 33929205 15548220 0 0 0 8290086 7258134 0 0 41187339 0 0 0 0 0 0 3760530 37426809 8904934 11121262 7576210 2566269 7258134 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 2900 CRYSTAL DRIVE STE 600 ARLINGTON VA 22202 NONE PC GENERAL SUPPORT 75000 INSTITUTE FOR JUSTICE 901 N GLEBE RD SUITE 900 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 450000 PROPERTY AND ENVIRONMENT RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 59718 NONE PC GENERAL SUPPORT 10000 PARENT CHOICE INC 350 BISHOPS WAY STE 104 BROOKFIELD WI 53005 NONE PC GENERAL SUPPORT 50000 LOS NINOS DEL CAPITAN 2A ETAPA DE MESA COLORADA CABO SAN LUCAS BCS MX NONE PC GENERAL SUPPORT 50000 NATIONAL MERIT SCHOLARSHIP CORPORATION PO BOX 99389 CHICAGO IL 60693 NONE PC GENERAL SUPPORT 96700 CHOICE MEDIA 36 NEWARK ST SUITE 501 HOBOKEN NJ 07030 NONE PC GENERAL SUPPORT 300000 EDCHOICE 111 MONUMENT CIRCLE SUITE 2650 INDIANAPOLIS IN 46204 NONE PC GENERAL SUPPORT 400000 REASON FOUNDATION 5737 MESMER AVENUE LOS ANGELES CA 90230 NONE PC GENERAL SUPPORT 100000 ASSOC OF AMERICAN EDUCATORS FOUNDATION 27405 PERTA REAL SUITE 230 MISSION VIEJO CA 92691 NONE PC GENERAL SUPPORT 100000 MOVING PICTURE INSTITUTE 375 GREENWICH STREET NEW YORK NY 10013 NONE PC GENERAL SUPPORT 500000 RELAY GRADUATE SCHOOL OF EDUCATION 40 WEST 20TH STREET 7TH FLOOR NEW YORK NY 10011 NONE PC GENERAL SUPPORT 500000 UNCOMMON SCHOOLS 826 BROADWAY 9TH FLOOR NEW YORK NY 10003 NONE PC GENERAL SUPPORT 114286 MANHATTAN INSTITUTE FOR POLICY RESEARCH 52 VANDERBILT AVENUE NEW YORK NY 10017 NONE PC GENERAL SUPPORT 100000 THE GOLDWATER INSTITUTE 500 E CORONADO RD PHOENIX AZ 85004 NONE PC GENERAL SUPPORT 100000 ROCHESTER INSTITUTE OF TECHNOLOGY-KGCOE 77 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE PC GENERAL SUPPORT 260000 HOPE HALL 1612 BUFFALO ROAD ROCHESTER NY 14624 NONE PC GENERAL SUPPORT 50000 UNIVERSITY OF ROCHESTER - SIMON SCHOOL PO BOX 270032 ROCHESTER NY 14627 NONE PC GENERAL SUPPORT 125000 PACIFIC LEGAL FOUNDATION 930 G STREET SACRAMENTO CA 95814 NONE PC GENERAL SUPPORT 125000 PACIFIC RESEARCH INSTITUTE 101 MONTGOMERY ST SUITE 1300 SAN FRANCISCO CA 94104 NONE PC GENERAL SUPPORT 125000 AMERICAN RED CROSS BAY AREA (HURRICANE MICHAEL) 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 AMERICAN RED CROSS BAY AREA (HURRICANE FLORENCE) 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 AMERICAN RED CROSS BAY AREA (NORTHERN CALIFORNIA CAMP FIRE) 1663 MARKET STREET SAN FRANCISCO CA 94103 NONE PC GENERAL SUPPORT 100000 DIRECTED GRANTS 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 21000 MATCHING GRANTS 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 8700 GLEASON FUNDED LIFE BENEFIT PLAN 67 MARK DRIVE SAN RAFAEL CA 94903 NONE PC GENERAL SUPPORT 6723 NATIONAL RIGHT TO WORK LEGAL DEFENSE 8001 BRADDOCK ROAD STE 600 SPRINGFIELD VA 22151 NONE PC GENERAL SUPPORT 125000 HERITAGE FOUNDATION THE 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 125000 CATO INSTITUTE 1000 MASSACHUSETTS AVE NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 65000 PHILANTHROPY ROUNDTABLE THE 1120 20TH ST NW SUITE 550 SOUTH WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 40000 CALIFORNIA TEACHERS EMPOWERMENT NETWORK 22720 CAVALIER ST WOODLAND HILLS CA 91364 NONE PC GENERAL SUPPORT 50000 4372409 0 14 3769433 16 433069 14 691719 18 20176811 0 25071032 0 25071032 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 83704 20926 62778 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. 100000 NONE 2/14/17, 4/17/18, 2/20/19 THE GRANTEE IS PERFORMING A TREMENDOUS SERVICE TO THE WORKING POOR BY PROVIDING DAY CARE AND EDUCATIONAL SERVICES. CORPORATE STOCK 77414887 77414887 BLACKROCK POOLED EQUITY FUND 57558191 57558191 VARIOUS AT COST 206897 206897 LEGAL 1663 0 1663 SECURITY DEPOSIT 18379 18000 18000 UNREALIZED LOSS 25465968 SECTION 481(A) ADJUSTMENT (YEAR 4 OUT OF 4) 691719 ADVERTISING 359876 0 359876 BANK SERVICE CHRAGES & FEES 2623 50 2573 COMPUTER & SOFTWARE 25479 0 25479 DUES 1036 0 1036 EQUIPMENT EXPENSE 20383 0 20383 FULFILLMENT SUPPLIES 4063907 0 4063907 INSURANCE 24005 0 24005 LANDSCAPING 890 0 890 MAINTENANCE & REPAIRS 123127 0 123127 MEALS & ENTERTAINMENT 45753 0 45753 OTHER FEES & LICENSES 79107 0 79107 PAYROLL ADMINISTRATION FEES 13827 94 13733 POSTAGE 116500 0 116500 REAL ESTATE INVESTMENT EXPENSES 571978 571978 0 SECURITY 420 0 420 SHIPPING 683312 0 683312 SUPPLIES 37234 0 37234 TELEPHONE 33596 0 33596 WORKERS' COMP 18585 19 18566 UTILITIES 36619 0 36619 SCHOLARSHIP DINNER 1363 0 1363 BLACKROCK: OTHER PORTFOLIO DEDUCTIONS 0 152589 0 LOSS ON DISPOSAL 19980 0 19980 SECTION 481(A) ADJUSTMENT - YEAR 4 691719 1693972 691719 OTHER BLACKROCK PORTFOLIO INCOME 36773 DEFERRED EXCISE TAX 395988 DEFERRED FEDERAL EXCISE TAX 2000000 1505000 COMPUTER SERVICES 17670 0 17670 HR SERVICES 570 0 570 INVESTMENT FEES 454584 454584 0 MANAGEMENT 261142 0 261142 ONLINE MEDIA 244732 0 244732 OTHER 527709 9957 517752 OUTREACH 789248 0 789248 PUBLIC RELATIONS 409761 0 409761 PROPERTY TAX 84164 0 84164 REGISTRATION FEES 395 0 395 USE TAX 1218 0 1218 PAYROLL TAXES 63851 735 63116