2024-07-01T10:08:22-05:00 2023-12-31 050255779 SANSIVERI KIMBALL & CO LLP 50 HOLDEN STREET PROVIDENCE RI 02908 990 2023-01-01 042899862 COAST GUARD FOUNDATION INC COAS 8605350786 394 TAUGWONK ROAD STONINGTON CT 063781807 SUSAN LUDWIG PRESIDENT 8605350786 2024-07-01 1 SUSAN LUDWIG 999009999 0 LINDA M PEARSON CPA P02361807 4013310500 2024-07-02 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z SUSAN LUDWIG 394 TAUGWONK ROAD STONINGTON CT 063781807 15149005 0 X WWW.COASTGUARDFOUNDATION.ORG X 1986 MA THE COAST GUARD FOUNDATION SUPPORTS COAST GUARD MEMBERS AND THEIR FAMILIES. 30 29 23 100 0 0 11251377 11285518 0 0 865022 930273 -636569 -435090 11479830 11780701 5787298 3889525 0 0 2539341 3174954 480693 565260 2946026 2449035 3182432 11256367 10812171 223463 968530 21004105 23347944 3140254 3080511 17863851 20267433 X THE COAST GUARD FOUNDATION: - SUPPORTS COAST GUARD MEMBERS THROUGH EDUCATION, MORALE AND 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 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 1723931 1270271 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 SUPPORT THE COAST GUARD ACADEMY, A TOP-TIER EDUCATIONAL INSTITUTION TRAINING THE FUTURE LEADERS OF THE COAST GUARD, THROUGH VARIOUS GRANT SUPPORT. 2658199 2114901 MORALE AND WELL-BEING OF THE COAST GUARD 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 SPECIFIC TO FAMILY COUNSELING. 722696 504353 FAMILY RESILIENCE, EMERGENCY SUPPORT AND COMMUNITY BUILDING - WHEN THE COAST GUARD FAMILY FACES DIFFICULT TIMES, THE COAST GUARD FOUNDATION PRIORITIZES FAMILY RESILIENCE, SO THAT MEMBERS, SPOUSES, AND CHILDREN HAVE THE SUPPORT THEY NEED TO RECOVER. WHEN NATURAL DISASTERS STRIKE, THE FOUNDATION OFFERS COAST GUARD MEMBERS IMMEDIATE RELIEF BY ASSESSING MEMBER AND FAMILY NEEDS THROUGH OUR DISASTER RELIEF AND RESPONSE PROGRAM. WHEN COAST GUARD FAMILIES OR UNITS FACE THE UNTHINKABLE LOSS OF AN ACTIVE DUTY MEMBER, WE ARE THERE WITH IMMEDIATE FINANCIAL AND MORALE SUPPORT. FOR AN INJURED OR CRITICALLY ILL COAST GUARD MEMBER WHICH DEEPLY AFFECTS FAMILY AND LOVED ONES, OUR TRAGEDY ASSISTANCE SUPPORT PROGRAM ENSURES THAT FAMILIES CAN FOCUS EXCLUSIVELY ON RECOVERY. THIS DEDICATED AND ROBUST FINANCIAL SUPPORT SYSTEM ALLOWS FAMILIES AND FELLOW SERVICE MEMBERS TO BE NEARBY DURING THESE DIFFICULT TIMES. A SENSE OF COMMUNITY IS POWERFUL FOR MEMBERS AND FAMILIES, AS COAST GUARD DEPLOYMENTS CAN BE REMOTE AND ISOLATING. WE FUND COMMUNITY SPACES THAT SERVE AS GATHERING PLACES FOR COAST GUARD FAMILIES TO MEET AND CONNECT WITH EACH OTHER WHILE STATIONED FAR AWAY FROM LOVED ONES. MEMBERS AND FAMILIES CAN ALSO SPEND TIME TOGETHER AT THESE SPACES WHEN MEMBERS ARE OFF DUTY. 1487960 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. 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. 1487960 6592786 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 30 0 23 1 0 0 0 0 0 1 1 0 0 0 0 X 30 29 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 272978 0 21636 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 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 CHARLEY DIAZ 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 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 MARGARET C WINTERS DIRECTOR 5.00 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 ABBOTT BROWN DIRECTOR 5.00 X 0 0 0 JOSEPH P BUSS JR TRUSTEE 2.00 X 0 0 0 KATHRYN CLAY TRUSTEE 2.00 X 0 0 0 SCOTT COOPER TRUSTEE 2.00 X 0 0 0 ALEXANDRA ANAGNOSTIS-IRONS DIRECTOR 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 DIRECTOR 5.00 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 DIRECTOR 5.00 X 0 0 0 STEPHEN E MUECKE TRUSTEE 2.00 X 0 0 0 ERIC NAGEL DIRECTOR 2.00 X 0 0 0 JULIE NELSON DIRECTOR 5.00 X 0 0 0 JAMES C OLSON TRUSTEE 2.00 X 0 0 0 JOHN PARROTT TRUSTEE 2.00 X 0 0 0 JOSEPH B PHAIR DIRECTOR 5.00 X 0 0 0 THOMAS K RICHEY 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 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 RICHARD M SYMONS TRUSTEE 2.00 X 0 0 0 HOWARD THORSEN TRUSTEE 2.00 X 0 0 0 ROGER WACKER DIRECTOR 2.00 X 0 0 0 THOMAS WETHERALD DIRECTOR 2.00 X 0 0 0 JOHN CAMERON TRUSTEE 2.00 X 0 0 0 ROBERT CUTHBERTSON TRUSTEE 2.00 X 0 0 0 JOSEPH DEPIETRO TRUSTEE 2.00 X 0 0 0 JEFFREY DIXON TRUSTEE 2.00 X 0 0 0 JEANNE GRASSO TRUSTEE 2.00 X 0 0 0 PARKER HARRISON TRUSTEE 2.00 X 0 0 0 RAY ONEGLIA 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 DAVID VARDEMAN TRUSTEE 2.00 X 0 0 0 JERIMIAH ANA TRUSTEE 2.00 X 0 0 0 CHARLES BOWEN TRUSTEE 2.00 X 0 0 0 CHRISTOPHER CHANDOR TRUSTEE 2.00 X 0 0 0 NARESH COPELAND TRUSTEE 2.00 X 0 0 0 STEVE JOWETT TRUSTEE 2.00 X 0 0 0 CHRISTIAN LEE TRUSTEE 2.00 X 0 0 0 MICHAEL MACDONALD TRUSTEE 2.00 X 0 0 0 AUGUSTINE RIETSEMA 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 TIM VAN OPPEN 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 SENIOR VP OF DEVELOPMENT 45.00 X 189558 0 20720 RON LABREC EXTERNAL ENGAGEMENT OFFICE 45.00 X 181923 0 8425 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 45.00 X 166221 0 11518 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 45.00 X 162429 0 14989 MARC CREGAN REGIONAL DIR OF PHILANTHRO 45.00 X 162367 0 7657 WENDY TAYLOR EMERSON REGIONAL DIR OF PHILANTHRO 45.00 X 160865 0 5671 1296341 0 90616 7 0 1 0 EMERSON EVENTS & MARKETING 7 BAYHILL ROAD LEONARDO NJ 07737 EVENT PLANNER 295205 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 SOLICITATIONS 207031 2 6028 2438301 8841189 232577 11285518 883109 883109 2217132 2169968 47164 47164 47164 721553 2438301 1198336 -476783 -476783 TRUSTEE DUES 900099 39000 39000 MISCELLANEOUS 900099 2693 2693 41693 11780701 41693 0 453490 2665988 2665988 1223537 1223537 787227 424840 199834 162553 1906676 867687 352256 686733 88889 42363 16620 29906 204557 80634 52164 71759 187605 88837 32776 65992 71798 71798 47043 47043 565260 565260 40000 40000 284336 84655 82768 116913 663271 381170 282101 186607 83063 37354 66190 129174 72155 35704 21315 301777 55163 77712 168902 56207 30172 8977 17058 DIRECT MAIL SOLICITATIO 970694 441414 70849 458431 MISCELLANEOUS 367254 51108 147504 168642 DONOR CULTIVATION 64271 64271 10812171 6592786 1273359 2946026 1158273 792844 984538 963034 1773842 2264746 4839 4692 31327 28735 345436 456499 1318877 827255 518801 491622 15912727 17851540 274322 494232 21004105 23347944 319168 637346 511845 383924 2309241 2059241 3140254 3080511 X 3457671 2962448 14406180 17304985 17863851 20267433 21004105 23347944 968530 1435052 0 X X 0 1 X 1 0 X 9299517 7143650 9490096 11352613 11287648 48573524 9299517 7143650 9490096 11352613 11287648 48573524 24485 48549039 436917 423530 311132 692410 883109 2747098 54221 42724 37500 44000 41693 220138 51540760 13718 0.94200 0.94540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: TRUSTEE DUES - 2019 AMOUNT: $ 40,500. 2020 AMOUNT: $ 37,500. 2021 AMOUNT: $ 37,500. 2022 AMOUNT: $ 36,000. 2023 AMOUNT: $ 39,000. MISCELLANEOUS - 2019 AMOUNT: $ 13,721. 2020 AMOUNT: $ 5,224. 2022 AMOUNT: $ 8,000. 2023 AMOUNT: $ 2,693. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14855954 1718831 2235766 918321 17892230 16351996 835666 -2321040 10668 14855954 14045528 1775203 1291398 760133 16351996 12076986 1006305 1303216 340979 14045528 9977157 1172637 1939814 1012622 12076986 0.27000 0.55000 0.18000 0 0 69569 69569 867750 561652 306098 201881 152612 49269 179677 112991 66686 491622 CURRENT PORTION OF PLEDGE PAYABLE 481745 LONG TERM PORTION OF PLEDGE PAYABLE 1577496 2059241 X 13745753 1435052 93214 476786 2005052 11740701 40000 40000 11780701 11342171 93214 476786 570000 10772171 40000 40000 10812171 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, 2023, 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 476,786. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FROM FUNDRAISING - SPECIAL EVENTS 476,786. X X X X X X 1 EMERSON EVENTS & MARKETING 253 8TH STREET JERSEY CITY NJ 07302 SPECIAL FUNDRAISING EVENTS 0 2810413 295205 2515207 RKD GROUP 201 SUMMER STREET HOLLISTON MA 01746 DIGITAL AND MAIL SOLICITATIONS 0 2771129 207031 2564098 THE GALA TEAM 383 NORTH CORONA STREET NO 502 DENVER CO 80218 AUCTIONEER AND MC AT FUNDRAISING EVENTS 0 569229 35500 533729 DENISE HAYASHI CONSULTING LLCQ 667 PAIKAU STREET HONOLULU HI 96816 SPECIAL FUNDRAISING EVENTS 0 171665 27523 144142 6322436 565259 5757176 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 791253 631053 160200 129267 82019 16633 -33329 TEXAS DINNER 763176 636893 126283 36786 115480 14783 -10922 7 1605425 1170355 435070 204360 396726 98529 148004 3159854 2438301 721553 370413 594225 129945 103753 1198336 -476783 1 UNITED STATES COAST GUARD 2703 MARTIN LUTHER KING JR AVE SE WASHINGTON DC 205937000 546010204 UNITED STATES COAST 42633 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 1812176 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 302725 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 53247 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 231106 0 TO PROVIDE YOUTH ENRICHMENT US COAST GUARD CHIEF PETTY OFFICERS ASSOCIATION 5520 HEMPSTEAD WAY STE G SPRINGFIELD VA 221514011 510237254 501 (C) (19) 220000 0 TO PROVIDE DISASTER ASSISTANCE AND EMERGENCY RELIEF TO COASTGUARDSMEN & WOMEN 1 1 SCHOLARSHIPS TO DEPENDENTS 198 691658 WORKFORCE DEVELOPMENT 423 366879 EDUCATION GRANTS TO SPOUSES 302 165000 PART I, LINE 2: 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. 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. 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 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. X X X X X X 0 0 0 0 0 0 0 0 0 SUSAN LUDWIG PRESIDENT 272978 0 0 0 0 0 8830 0 12806 0 294614 0 0 0 BRAD SISLEY SENIOR VP OF DEVELOPMENT 189558 0 0 0 0 0 7451 0 13269 0 210278 0 0 0 RON LABREC EXTERNAL ENGAGEMENT OFFICE 181923 0 0 0 0 0 6864 0 1561 0 190348 0 0 0 LINDA NAUGLE REGIONAL DIR OF PHILANTHRO 166221 0 0 0 0 0 6556 0 4962 0 177739 0 0 0 BRIAN OVERCAST REGIONAL DIR OF PHILANTHRO 162429 0 0 0 0 0 6456 0 8533 0 177418 0 0 0 MARC CREGAN REGIONAL DIR OF PHILANTHRO 162367 0 0 0 0 0 6119 0 1538 0 170024 0 0 0 WENDY TAYLOR EMERSON REGIONAL DIR OF PHILANTHRO 160865 0 0 0 0 0 4662 0 1009 0 166536 0 0 0 X 17 99829 FAIR MARKET VALUE X CONSUMER GOODS 30 132748 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 THE FOUNDATION'S NONPROFIT EXECUTIVES WITH COMPARABLE RESPONSIBILITES. COMPENSATION OF OTHER OFFICERS AND 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 XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.