2017-11-15T16:12:25-06:00 2016-12-31 814234542 BPM LLP 2000 University Ave Ste 201 East Palo Alto CA 94303 990PF 2016-01-01 205804684 Gleason Family Foundation GLEA 4155783935 47 Mark Drive No B San Rafael CA 94903 Tracy Gleason President/CEO 4155783935 2017-11-14 1 Tamara L McInerney P00011797 6508556800 2017-11-14 208.184.139.130 2017-11-14 17:01:35 PS P 254883C4D573E9CA8D93317B85153B9FF5154F26 272FBD5702519F19F493E232C56AB9291D4F095E 2016 2017-02-10 21:41:12Z X 177915133 X X 3438108 4765474 388764 388764 388764 8126515 19214085 8651462 691719 1693971 12645106 15499671 585672 22041 563631 686410 0 686410 109632 0 109632 13826 12617 1209 57329 14332 42997 1847328 238771 1608557 511463 1021 82282 206996 170129 237351 11868 225483 867150 44908 822242 140133 0 140133 4567820 514747 4053073 9831110 1030434 8335649 8882484 10414257 18713594 1030434 18749906 -6068488 14469237 4727464 1828073 1828073 1435715 1435715 1435715 10685714 0 10800000 10685714 10685714 1392826 1846916 1846916 596977 596977 137693007 141500330 141500330 8214151 2499187 5884739 5714964 14438100 947136 608254 608254 5118396 161721 127600 4956675 4956675 0 18379 18379 161572772 169191997 177915133 434730 733550 0 2215000 0 3383280 X 161572772 165808717 161572772 165808717 161572772 169191997 161572772 -6068488 10996152 166500436 691719 165808717 Gleason Corporation D 1873812 413973 1459839 1459839 BlackRock Alpha Tilts P 4852198 4462024 390174 390174 BLACKROCK INTERNATIONAL ALPHA P 2260105 2052801 207304 207304 BLACKROCK 2000 ALPHA FUND P 3887697 3633825 253872 253872 BLACKROCK CAPITAL GAINS P 790891 790891 790891 BLACKROCK GAIN ADJUSTMENT P 5549382 5549382 5549382 8651462 0 16912292 161024976 0.105029 12651738 179890161 0.070330 9958341 174166836 0.057177 10442882 159937774 0.065293 12784341 150747857 0.084806 0.382635 0.076527 164548517 12592404 144692 12737096 19203996 X 144692 0 144692 0 144692 379459 379459 234767 234767 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 47 Mark Drive No B 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 JAMES S GLEASON 47 Mark Drive No B San Rafael CA 94903 CHAIRMAN 10.00 28000 0 0 JANIS F GLEASON 47 Mark Drive No B San Rafael CA 94903 VP, SECRETARY and Treasurer 10.00 27000 0 0 TRACY R GLEASON 47 Mark Drive No B San Rafael CA 94903 PRESIDENT AND CEO 50.00 406369 34449 0 ALBERT W MOORE 47 Mark Drive No B San Rafael CA 94903 Director 5.00 30944 0 0 GARY J KIMMET 47 Mark Drive No B San Rafael CA 94903 Director 5.00 31909 0 0 JEFFERY P ROBINSON 47 Mark Drive No B San Rafael CA 94903 Director 5.00 27000 0 0 Clare H Mullin 47 Mark Drive No B San Rafael CA 94903 Exec Program Directo 50.00 240822 36092 0 Kimberly L Madsen 47 Mark Drive No B San Rafael CA 94903 Controller 50.00 151541 33161 0 Nicolle W Dougherty 47 Mark Drive No B San Rafael CA 94903 Executive Assistant 40.00 97047 29159 0 Carrie M Evans 47 Mark Drive No B San Rafael CA 94903 Logistics Manager 45.00 82696 11218 0 0 School Choice Event Services PO Box 2549 Santa Rosa Beach FL 62459 Project Consulting & Expenses 1837913 Emerald Advertising 807 Oregon Avenue San Mateo CA 94402 Design, Printing & Copying 521651 Joe Trippi & AssocMadRiver Communications 606A N Talbot Street Suite 303 St Michaels MD 21663 Advertising, PR & Online Media Services 463451 BlackRock Institutional Trust Company PO Box 978647 Dallas TX 753978647 Investment Management 223757 Michael Mullin Builing Inc 31 Curtis Avenue San Rafael CA 94901 General Contractor-Improvements & Repair 182389 2 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 16,745 in 2016. 6578498 0 135128031 3244242 28682059 167054332 0 0 167054332 2505815 164548517 8227426 8227426 144692 144692 8082734 0 8082734 0 8082734 18749906 0 454090 19203996 144692 19059304 8082734 0 0 4981573 2533903 1472416 3760530 8904934 21653356 19203996 0 0 0 8082734 11121262 0 0 32774618 0 0 0 0 0 0 4981573 27793045 2533903 1472416 3760530 8904934 11121262 Kimberly Madsen 47 Mark Dr No B 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. PACIFIC LEGAL FOUNDATION 930 G Street Sacramento CA 95814 none PC General Support 50000 Property and Environment Research Center 2048 Analysis Drive Suite A Bozeman MT 597186829 none PC General Support 10000 The Philanthropy Roundtable 1120 20th St NW Suite 550 South Washington DC 20036 none PC General Support 45000 National Merit Scholarship Program PO Box 99389 Chicago IL 606939389 none PC General Support 84620 Pacific Research Institute 101 Montgomery St Suite 1300 San Francisco CA 94104 none PC General Support 125000 The Goldwater Institute 500 East Coronado Road Phoenix AZ 85004 none PC General Support 100000 EdChoice 111 Monument Circle Suite 2650 Indianapolis IN 46204 none PC General Support 300000 Manhattan Institute for Policy Research 52 Vanderbilt Avenue New York NY 10017 none PC General Support 75000 Rochester Institute of Technology - KGOE 77 Lomb Memorial Drive Rochester NY 146235603 none PC General Support 260000 THE AMERICAN SPECTATOR FOUNDATION 933 N Kenmore St Suite 405 Arlington VA 22201 none PC General Support 35000 University of Rochester - Simon School PO Box 270032 Rochester NY 146270032 none PC General Support 75000 University of Rochester - Simon School PO Box 270032 Rochester NY 146270032 none PC General Support 75000 Choice Media 36 Newark St Suite 501 Hoboken NJ 07030 none PC General Support 275000 Assoc of American Educators Foundation 27405 Perta Real Suite 230 Mission Viejo CA 92691 none PC General Support 75000 School Choice Wisconsin 219 North Milwaukee St 1st Fl Milwaukee WI 53202 none PC General Support 50000 National Right to Work Legal Defense 8001 Braddock Road Ste 600 Springfield VA 22151 none PC General Support 100000 Reason Foundation 5737 Mesmer Avenue Los Angeles CA 902306316 none PC General Support 100000 Cystic Fibrosis Foundation 6931 Arlington Road Suite 200 Bethesda MD 20814 none PC General Support 25000 Rochester Institute of Technology 116 Lomb Memorial Drive Rochester NY 146235608 none PC General Support 3000000 HOPE HALL 1612 Buffalo Road Rochester NY 14624 none PC General Support 2000000 Education Action Group Foundation 950 W Norton Suite 202 Muskegon MI 49441 none PC General Support 230000 HOPE HALL 1612 Buffalo Road Rochester NY 14624 none PC General Support 700000 Heritage Foundation The 214 Massachusetts Ave NE Washington DC 200024999 none PC General Support 125000 California Teachers Empowerment Network 22720 Cavalier St Woodland Hills CA 91364 none PC General Support 40000 American Legislative Exchange Council 2900 Crystal Drive Ste 600 Arlington VA 22202 none PC General Support 75000 CATO Institute 1000 Massachusetts Ave NW Washington DC 20001 none PC General Support 90000 Uncommon Schools 826 Broadway 9th Fl New York NY 10003 none PC General Support 114286 MATCHING GRANTS 47 Mark Drive No B San Rafael CA 94903 none PC General Support 12625 DIRECTED GRANTS 47 Mark Drive No B San Rafael CA 94903 none PC General Support 34500 GLEASON FUNDED LIFE BENEFIT PLAN 47 Mark Drive No B San Rafael CA 94903 none PC General Support 8226 ALLENDALE COLUMBIA SCHOOL 519 Allens Creek Road Rochester NY 14618 none PC General Support 500000 HARLEY SCHOOL 1981 Clover Street Rochester NY 146183299 none PC General Support 500000 HOPE HALL 1612 Buffalo Road Rochester NY 14624 none PC General Support 75000 LOS NINOS DEL CAPITAN 2a Etapa De Mesa Colorada Cabo San Lucas BCS MX none PC General Support 50000 UNCOMMON SCHOOLS 2 Polk Street Troy NY 12180 none PC General Support 550000 INSTITUTE FOR JUSTICE 901 N Glebe Rd Suite 900 Arlington VA 22203 none PC General Support 400000 HOPE HALL 1612 Buffalo Road Rochester NY 14624 none PC General Support 50000 10414257 LOS NINOS DEL CAPITAN 2a Etapa De Mesa Colorada Cabo San Lucas BCS MX none PC General Support 150000 INSTITUTE FOR JUSTICE 901 N Glebe Rd Suite 900 Arlington VA 22203 none PC General Support 450000 HOPE HALL 1612 Buffalo Road Rochester NY 14624 none PC General Support 150000 750000 14 3438108 16 388764 14 691719 18 8126515 0 12645106 0 12645106 0 0 0 0 0 0 0 0 0 0 Accounting 57329 14332 42997 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 Capital 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. 0 none 2/14/17 2017-02-14 The grantee is performing a tremendous service to the working poor by providing day care and educational services. Corporate Stock 77477248 77477248 Blackrock Pooled Equity Fund 64023082 64023082 UBS Global Ascent AT COST 0 0 Various AT COST 608254 608254 Legal 13826 12617 1209 Security Deposit 18379 18379 Less Section 481(a) Adjustment - Current Year 691719 Advertising and Marketing 277890 0 277890 Bank Service Charges & Fees 2366 0 2366 Computers & Software 11786 0 11786 Dues 999 0 999 Equipment Rental 152 0 152 Fulfillment Supplies 3055817 0 3055817 Insurance 22165 0 22165 Landscaping 1460 0 1460 Maintenance & Repairs 39965 2092 37873 Meals & Entertainment 29486 0 29486 Other Fees & Licenses 86734 0 86734 Payroll Fees 14515 0 14515 Postage 96981 0 96981 Rental expenses 511577 511577 0 Scholarship Dinner 1519 0 1519 Security 420 0 420 Shipping 322808 0 322808 Supplies 28464 0 28464 Telephone 17422 0 17422 Utilities 21547 1078 20469 Workers Compensation 23747 0 23747 Section 481(a) Adjustment 691719 1693971 0 Unrealized Gain 8229276 Section 481(a) Adjustment 2766876 Deferred Federal Excise Tax 0 2215000 Computer Services 11782 0 11782 HR Services 3717 0 3717 Investment Fees 238771 238771 0 Management 380330 0 380330 Online Media 189970 0 189970 Other 161877 0 161877 Outreach 520328 0 520328 Public Relations 340553 0 340553 Excise Tax 428160 0 0 Property Tax 20418 1021 19397 Use tax 4197 0 4197 Payroll Taxes 58688 0 58688