2025-09-18T14:58:20-05:00 2024-12-31 050255779 SANSIVERI KIMBALL & CO LLP 50 HOLDEN STREET PROVIDENCE RI 02908 990 2024-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 SUSAN LUDWIG PRESIDENT 8605350786 2025-09-18 1 0 LINDA M PEARSON CPA P02361807 4013310500 2025-09-19 X 2024 2025-03-06 01:10:19Z X SUSAN LUDWIG 394 TAUGWONK ROAD STONINGTON CT 063781807 20914455 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION SUPPORTS COAST GUARD MEMBERS AND THEIR FAMILIES. 29 28 24 170 0 0 11285518 11571927 0 0 930273 1356884 -435090 -442108 11780701 12486703 3889525 5283821 0 0 3174954 3470746 565260 719375 3144670 3182432 3007627 10812171 12481569 968530 5134 23347944 25557893 3080511 3971615 20267433 21586278 X THE COAST GUARD FOUNDATION: - SUPPORTS COAST GUARD MEMBERS THROUGH EDUCATION, MORALE, WELLNESS, 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 AND TECHNICAL SCHOOL 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 OR WHEN A FAMILY MEMBER DIES, AND EMERGENCY RELIEF WHEN THEY SUFFER A SIGNIFICANT LOSS DURING A DISASTER. 0 0 2065862 1547459 EDUCATION IS ESSENTIAL TO A STRONG FUTURE FOR THE COAST GUARD COMMUNITY, BUT THE RISING COSTS OF SCHOOL AND OTHER BARRIERS MAKE IT INACCESSIBLE TO MANY. WE HELP MAKE HIGHER EDUCATION POSSIBLE THROUGH VARIOUS INITIATIVES INCLUDING SCHOLARSHIPS FOR CHILDREN OF ACTIVE DUTY, RETIRED, OR ACTIVE RESERVE MEMBERS; 100% COVERAGE OF HIGHER EDUCATION FOR CHILDREN OF COAST GUARD MEMBERS WHO DIE IN OPERATIONAL, LINE OF DUTY SERVICE; AND, PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR COAST GUARD MEMBERS AND THEIR SPOUSES. WE ALSO PROVIDE SUPPORT GRANTS TO THE COAST GUARD ACADEMY, A TOP-TIER EDUCATIONAL INSTITUTION TRAINING THE FUTURE LEADERS OF THE COAST GUARD. 2513870 1930564 MORALE AND WELL-BEING OF COAST GUARD MEMBERS IS CRUCIAL - NOT ONLY SO THEY REMAIN ALWAYS READY FOR THEIR ASSIGNMENTS, BUT SO THEY CAN MAINTAIN THEIR OWN PHYSICAL AND MENTAL WELL-BEING WHILE AT SEA OR STATIONED IN REMOTE AREAS. WE PROVIDE MORALE AND WELL-BEING SUPPORT THROUGH VARIOUS INITIATIVES INCLUDING: PROVIDING EXERCISE, SPORTS, AND OUTDOOR RECREATION EQUIPMENT AT COAST GUARD STATIONS AND ON BOARD CUTTERS; FUNDING RECREATION SPACES IN COAST GUARD COMMUNITIES; OFFERING MORALE SUPPORT THROUGH PARTNERSHIP WITH COAST GUARD LEADERSHIP; AND, PROVIDING TRAINING PROGRAMS FOR COAST GUARD CHAPLAINS FOR FAMILY COUNSELING AND SUICIDE PREVENTION. 2051792 1805798 WHEN COAST GUARD FAMILIES FACES DIFFICULT TIMES, THE COAST GUARD FOUNDATION PROVIDES THE SUPPORT THEY NEED TO RECOVER. WHEN NATURAL DISASTERS STRIKE, THE FOUNDATION OFFERS COAST GUARD MEMBERS IMMEDIATE EMERGENCY RELIEF GRANTS THROUGH OUR DISASTER RELIEF AND RESPONSE PROGRAM TO HELP THEM REBUILD. WHEN COAST GUARD FAMILIES OR UNITS FACE THE INJURY OR LOSS OF AN ACTIVE DUTY MEMBER, OR THE DEATH OF A FAMILY MEMBER, WE ARE THERE WITH IMMEDIATE FINANCIAL AND MORALE SUPPORT. 1477567 PUBLIC AWARENESS:THE COAST GUARD FOUNDATION SERVES AS A GOODWILL AMBASSADOR FOR THE SERVICE BY MAKING THE PUBLIC AWARE OF THE BENEFITS OF A STRONG COAST GUARD. WE CELEBRATE COAST GUARD MEMBERS THROUGH OUR TRIBUTE EVENTS, GOLF TOURNAMENTS, AND OUR RUN TO REMEMBER, A WORLDWIDE MOVEMENT WHERE THOUSANDS OF INDIVIDUALS PARTICIPATE IN ROAD RACES, MEMORIAL WALKS, AND OTHER TYPES OF FITNESS EVENTS. 1477567 8109091 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 24 1 0 0 0 0 0 1 1 0 0 0 0 X 29 28 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 SUSAN LUDWIG 8605350786 394 TAUGWONK ROAD STONINGTON CT 06378 SUSAN LUDWIG PRESIDENT 45.00 X X 350265 0 29040 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 ALEXANDRA ANAGNOSTIS-IRONS DIRECTOR 5.00 X 0 0 0 SALLY BRICE-O'HARA DIRECTOR 5.00 X 0 0 0 FREDERICK BRODSKY DIRECTOR 5.00 X 0 0 0 ABBOTT BROWN DIRECTOR 5.00 X 0 0 0 NICKI M CANDIES DIRECTOR 5.00 X 0 0 0 CHARLEY DIAZ DIRECTOR 5.00 X 0 0 0 JEANNE GRASSO 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 LEO PAUL KOULOS DIRECTOR 5.00 X 0 0 0 H MERRITT LANE III DIRECTOR 5.00 X 0 0 0 ROBERT W MONTGOMERY DIRECTOR 5.00 X 0 0 0 JAMES P MULDOON DIRECTOR 5.00 X 0 0 0 ERIC NAGEL DIRECTOR 5.00 X 0 0 0 JULIE NELSON DIRECTOR 5.00 X 0 0 0 THOMAS NILES DIRECTOR 5.00 X 0 0 0 JAMES A O'HARE DIRECTOR 5.00 X 0 0 0 JOSEPH B PHAIR 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 RICHARD M SYMONS DIRECTOR 5.00 X 0 0 0 ROGER WACKER DIRECTOR 5.00 X 0 0 0 THOMAS WETHERALD DIRECTOR 5.00 X 0 0 0 MARGARET C WINTERS DIRECTOR 5.00 X 0 0 0 JERIMIAH ANA 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 CHARLES BOWEN TRUSTEE 2.00 X 0 0 0 JOSEPH P BUSS JR TRUSTEE 2.00 X 0 0 0 JOHN CAMERON TRUSTEE 2.00 X 0 0 0 CHRISTOPHER CHANDOR TRUSTEE 2.00 X 0 0 0 SCOTT COOPER TRUSTEE 2.00 X 0 0 0 NARESH COPELAND TRUSTEE 2.00 X 0 0 0 ROBERT CUTHBERTSON TRUSTEE 2.00 X 0 0 0 JEFFREY DIXON TRUSTEE 2.00 X 0 0 0 LAVELLE EDMONDSON TRUSTEE 2.00 X 0 0 0 JONATHON FISCHER TRUSTEE 2.00 X 0 0 0 PARKER HARRISON TRUSTEE 2.00 X 0 0 0 WM DAVID HOUGHTON TRUSTEE 2.00 X 0 0 0 AMR HUSSEIN TRUSTEE 2.00 X 0 0 0 STEVE JOWETT TRUSTEE 2.00 X 0 0 0 GEORGE KAMPSTRA TRUSTEE 2.00 X 0 0 0 CORRINE X KOSAR TRUSTEE 2.00 X 0 0 0 VERA LANNEK TRUSTEE 2.00 X 0 0 0 CHRISTIAN LEE TRUSTEE 2.00 X 0 0 0 JIM LINKOUS TRUSTEE 2.00 X 0 0 0 MICHAEL LODGE TRUSTEE 2.00 X 0 0 0 MICHAEL MACDONALD TRUSTEE 2.00 X 0 0 0 LINDSAY MALEN-HABIB TRUSTEE 2.00 X 0 0 0 BETH MASON 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 STEPHEN E MUECKE TRUSTEE 2.00 X 0 0 0 JAMES C OLSON TRUSTEE 2.00 X 0 0 0 RAY ONEGLIA TRUSTEE 2.00 X 0 0 0 JOHN PARROTT TRUSTEE 2.00 X 0 0 0 KYRA PHILLIPS TRUSTEE 2.00 X 0 0 0 THOMAS K RICHEY TRUSTEE 2.00 X 0 0 0 AUGUSTINE RIETSEMA TRUSTEE 2.00 X 0 0 0 J TIMOTHY RIKER TRUSTEE 2.00 X 0 0 0 PAUL J RODEN TRUSTEE 2.00 X 0 0 0 LUIS ROMERO TRUSTEE 2.00 X 0 0 0 LARRY RYDER 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 PHILIP J SHAPIRO TRUSTEE 2.00 X 0 0 0 DANIEL SMALLWOOD TRUSTEE 2.00 X 0 0 0 JONATHAN SPANER TRUSTEE 2.00 X 0 0 0 CLARK TODD TRUSTEE 2.00 X 0 0 0 TIM VAN OPPEN TRUSTEE 2.00 X 0 0 0 AMY VANDERHADEN TRUSTEE 2.00 X 0 0 0 DAVID VARDEMAN TRUSTEE 2.00 X 0 0 0 JESSE WILSON TRUSTEE 2.00 X 0 0 0 GRACIELLA YOKANA TRUSTEE 2.00 X 0 0 0 BRAD SISLEY CHIEF DEVELOPMENT OFFICER 45.00 X 194846 0 30602 RON LABREC CHIEF MARKETING OFFICER 45.00 X 191042 0 10050 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 45.00 X 176033 0 18033 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 45.00 X 171446 0 24546 MARC CREGAN REGIONAL DIR OF PHILANTHRO 45.00 X 165969 0 7154 JESSICA CLARY REGIONAL DIR OF PHILANTHRO 45.00 X 147966 0 16942 CRYSTAL SABOL REGIONAL DIR OF PHILANTHRO 45.00 X 133563 0 16084 1531130 0 152451 14 0 1 0 EMERSON EVENTS & MARKETING 7 BAYHILL ROAD LEONARDO NJ 07737 EVENT PLANNER 302716 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 SOLICITATIONS 293774 FREEWILL CO 4301 N FAIRFAX DR STE 200 ARLINGTON VA 22203 PLANNED GIVING PLATFORM 123000 MODAT VIDEO PRODUCTIONS 29 WINDERMERE RD MONTCLAIR NJ 07043 VIDEO PRODUCTION 116810 4 742 2693563 8877622 342698 11571927 1137754 1137754 7378062 7158932 219130 219130 219130 749084 2693563 1268820 -519736 -519736 TRUSTEE DUES 900099 76400 76400 MISCELLANEOUS 900099 1228 1228 77628 12486703 77628 0 837148 X 4165383 4165383 1118438 1118438 758618 437548 154495 166575 2169002 980261 415024 773717 100646 48336 18947 33363 243758 111883 53466 78409 198722 94530 38484 65708 32878 32878 60959 60959 719375 719375 40000 40000 421782 236742 71121 113919 284851 164214 120637 178091 54059 42384 81648 160983 94763 43156 23064 306745 59173 65539 182033 60248 33001 9288 17959 DIRECT MAIL SOLICITATIO 892549 409795 76277 406477 MISCELLANEOUS 477839 100965 105790 271084 DONOR CULTIVATION 90702 90702 12481569 8109091 1227808 3144670 X 729540 497880 16900 214760 792844 2300377 963034 1937065 2264746 2147430 4692 0 28735 405000 456499 521049 1324925 882623 491622 442302 17851540 17083496 494232 721174 23347944 25557893 637346 418495 383924 1736544 2059241 1816576 3080511 3971615 X 2962448 3013163 17304985 18573115 20267433 21586278 23347944 25557893 5134 908711 405000 0 X X 0 1 X 1 0 X 7143650 9490096 11352613 11287648 11571927 50845934 7143650 9490096 11352613 11287648 11571927 50845934 50845934 423530 311132 692410 883109 1137754 3447935 42724 37500 44000 41693 77628 243545 54537414 8711 0.93230 0.94200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE DUES - 2020 AMOUNT: $ 37,500. 2021 AMOUNT: $ 37,500. 2022 AMOUNT: $ 36,000. 2023 AMOUNT: $ 39,000. 2024 AMOUNT: $ 76,400. MISCELLANEOUS - 2020 AMOUNT: $ 5,224. 2022 AMOUNT: $ 8,000. 2023 AMOUNT: $ 2,693. 2024 AMOUNT: $ 1,228. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17892230 1608330 2163805 3862864 74610 17726891 14855954 1718831 2235766 918321 17892230 16351996 835666 -2321040 10668 14855954 14045528 1775203 1291398 760133 16351996 12076986 1006305 1303216 340979 14045528 0.15000 0.62000 0.23000 0 0 69569 69569 867750 579315 288435 207929 160608 47321 179677 142700 36977 442302 CURRENT PORTION OF PLEDGE PAYABLE 474625 LONG TERM PORTION OF PLEDGE PAYABLE 1341951 1816576 X 14124862 908712 249711 519736 1678159 12446703 40000 40000 12486703 13211016 249711 519736 769447 12441569 40000 40000 12481569 PART V, LINE 4: ENDOWMENT FUNDS WERE CREATED TO SUPPORT THE COAST GUARD ACADEMY, VARIOUS COAST GUARD DISTRICTS AND COAST GUARD FAMILIES, AND FOUNDATION PROGRAMS. SUCH SUPPORT COMES IN MANY FORMS INCLUDING PROJECTS TO BENEFIT DISTRICT MORAL, 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, 2024, THERE WERE NO TAX RELATED INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 519,736. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 519,736. X X X X X X 1 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 DIGITAL AND MAIL SOLICITATIONS 0 3057275 255326 2801949 EMERSON EVENTS & MARKETING 253 8TH STREET JERSEY CITY NJ 07302 SPECIAL FUNDRAISING EVENTS 0 3045528 302716 2742812 THE GALA TEAM 383 NORTH CORONA STREET NO 502 DENVER CO 80218 AUCTIONEER AND MC AT FUNDRAISING EVENTS 0 567249 33250 533999 DENISE HAYASHI CONSULTING LLCQ 667 PAIKAU STREET HONOLULU HI 96816 SPECIAL FUNDRAISING EVENTS 0 209962 28484 181478 DOING GOOD DIGITAL 668 N COAST HWY 224 LAGUNA BEACH CA 92651 PLANNING, CONSULTING, DEVELOPING FUNDRAISING EVENTS 0 0 99600 -99600 6880014 719376 6160638 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 790468 626668 163800 8666 129588 62428 -13283 TEXAS DINNER 871018 708418 162600 134879 84262 61908 -36782 9 1781161 1358477 422684 111517 456258 248475 20904 3442647 2693563 749084 255062 670108 372811 -29161 1268820 -519736 1 UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 163176 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 1812913 0 TO IMPROVE MORALE AND DISTRICT SUPPORT UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 117651 0 TO SUPPORT INITIATIVES FOR STRENGTHENING MENTAL RESILIENCY UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 943184 0 TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 395279 0 TO PROVIDE YOUTH ENRICHMENT UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 260913 0 TO PROVIDE WORKFORCE DEVELOPMENT US COAST GUARD CHIEF PETTY OFFICERS ASSOCIATION 5520 HEMPSTEAD WAY STE G SPRINGFIELD VA 221514011 510237254 501 (C) (19) 460000 0 TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN 1 1 SCHOLARSHIPS TO DEPENDENTS 214 814092 WORKFORCE DEVELOPMENT 126 58346 EDUCATION GRANTS TO SPOUSES 240 246000 PART I, LINE 2: GRANTS TO THE COAST GUARD ARE DETERMINED BASED ON A NEEDS LIST AND OTHER COMMUNICATIONS 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. 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 CAN SEND ACKNOWLEDGEMENT EMAILS. EDUCATION GRANTS FOR SPOUSES ARE AWARDED BASED ON A GRANT APPLICATION AND ARE PAID DIRECTLY TO THE RECIPIENT. CHILDREN OF ACTIVE-DUTY, RETIRED, OR ACTIVE RESERVE COAST GUARD MEMBERS CAN APPLY FOR SCHOLARSHIPS BASED ON ACADEMIC ACHIEVEMENT, COMMUNITY INVOLVEMENT AND CHARACTER, WITH NEED AS A FACTOR. THE SCHOLARSHIP COMMITTE ASSEMBLES A PANEL OF VOLUNTEERS TO READ AND RANK THE APPLICATIONS ON A POINT SYSTEM. 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. X X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LUDWIG PRESIDENT 300265 0 50000 0 0 0 12000 0 17040 0 379305 0 0 0 BRAD SISLEY CHIEF DEVELOPMENT OFFICER 194846 0 0 0 0 0 8136 0 22466 0 225448 0 0 0 RON LABREC CHIEF MARKETING OFFICER 191042 0 0 0 0 0 7568 0 2482 0 201092 0 0 0 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 171446 0 0 0 0 0 7346 0 17200 0 195992 0 0 0 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 176033 0 0 0 0 0 7297 0 10736 0 194066 0 0 0 MARC CREGAN REGIONAL DIR OF PHILANTHRO 165969 0 0 0 0 0 6554 0 600 0 173123 0 0 0 JESSICA CLARY REGIONAL DIR OF PHILANTHRO 147966 0 0 0 0 0 6000 0 10942 0 164908 0 0 0 X 17 159991 FAIR MARKET VALUE X CONSUMER GOODS 10 182707 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 TRUSTEES MUST DISCLOSE WHETHER THEY ARE RELATED OR NON-RELATED PARTIES AND IF SO, TO DISCLOSE THE RELATIONSHIP. THEY MUST ALSO DISCLOSE ANY CONFLICTS OF INTEREST. RESPONSES ARE SIGNED BY THE TRUSTEES 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 OFFICERS OF THE FOUNDATION. THEY TAKE INTO CONSIDERATION INDEPENDENT COMPENSATION STUDIES AND BENCHMARKING DATA FROM SIMILAR ORGANIZATIONS TO ENSURE THAT THE PRESIDENT'S COMPENSATION IS WITHIN THE RANGE OF THAT PAID TO FOUNDATION NONPROFIT EXECUTIVES WITH COMPARABLE RESPONSIBILITES. COMPENSATION OF OTHER KEY EMPLOYEES IS REVIEWED BY THE PRESIDENT USING A SIMILAR 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 IX STATEMENT OF FUNCTIONAL EXPENSES - LINE 26 JOINT COSTS THE RETURN IS BEING AMENDED TO INCLUDE AMOUNTS ON PART IX LINE 26 THAT WERE INADVERTENTLY OMITTED ON THE ORIGINAL FILED RETURN. THE CORRECTED INFORMATION IS ENTERED INTO PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 26 JOINT COSTS, COLUMNS A, B, C, & D. PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 26, BOX CHECKED. PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 26, COLUMN (A) TOTAL EXPENSES: $729,540 PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 26, COLUMN (B) PROGRAM SERVICE EXPENSES: $497,880 PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 26, COLUMN (C) MANAGEMENT AND GENERAL EXPENSES: $16,900 PART IX STATEMENT OF FUNCTIONAL EXPENSES LINE 26, COLUMN (D) FUNDRAISING EXPENSES: $214,760 FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.