2026-05-15T11:35:55-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 043457065 THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION SCHO 6178372488 ONE MIFFLIN PLACE 400 CAMBRIDGE MA 02138 JOHN H JACKSON PRESIDENT AND CEO 6178372488 2026-05-14 1 1 JOYCE RIPIANZI CPA P00548581 5083669100 2026-05-14 2024 2025-03-06 01:10:19Z JOHN H JACKSON ONE MIFFLIN PLACE 400 CAMBRIDGE MA 02138 5190996 0 X WWW.SCHOTTFOUNDATION.ORG X 1999 MA THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. 12 12 22 12 0 0 7055275 3564049 0 0 369859 595265 5697 16718 7430831 4176032 2975332 2987423 0 0 3597028 3223719 0 0 793271 1430161 1833774 8002521 8044916 -571690 -3868884 20248223 17120185 975662 1261067 19272561 15859118 X THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. 0 0 3124302 1842123 OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. SCHOTT WILL BUILD THE CAPACITY OF THE EDUCATION JUSTICE MOVEMENT TO ACCOMPLISH THESE OBJECTIVES THROUGH INCREASING PHILANTHROPIC RESOURCES TO THE OPPORTUNITY TO LEARN NETWORK, EXECUTING A GRANTMAKING STRATEGY USING A RACE AND GENDER LENS, AND PROVIDING ADVOCACY AND OPERATIONS TECHNICAL ASSISTANCE TO NATIONAL EDUCATION JUSTICE NETWORKS. 476016 445000 HLLC PROVIDES A FRAMEWORK INCLUDING EDUCATION, HEALTH, SAFETY, SCHOOL CLIMATE, COMMUNITY POWER, ETC. TO EQUIP PARENTS, STUDENTS AND PUBLIC SCHOOL SYSTEMS TO CREATE HEALTHY COMMUNITY CLIMATES THAT ARE JUST AND FAIR. THE OBJECTIVES OF THE HLLC INITIATIVE ARE THREE-FOLD: 1) ASSESS COMMUNITIES' CROSS-CUTTING CAPACITY TO MEET THE WHOLE CHILD NEEDS, 2) PROVIDE RECOMMENDATIONS AND PRESCRIPTIONS FOR NEEDED SUPPORTS, AND 3) SUPPORT THE COMMUNITY ACTIONS AND PARTNERSHIPS THAT HAVE PROVEN TO LEAD TO SUSTAINABLE SYSTEMIC CHANGE. MORE THAN 25 CITIES AND COMMUNITIES ACROSS THE NATION WILL BE ENGAGED IN THE HLLC INITIATIVE. 589587 75300 SCHOTT FOUNDATION SERVES AS THE FISCAL SPONSOR TO TWO NATIONAL EDUCATION JUSTICE ORGANIZATIONS AS PART OF THE PACKAGE OF RESOURCE SUPPORTS PROVIDED BY SCHOTT TO OUR COMMUNITY PARTNERS ALIGNED WITH OUR WORK ON EDUCATION JUSTICE. SCHOTT SERVES AS THE LEGAL ENTITY FOR THESE ORGANIZATIONS AND PROVIDES ACCOUNTING, MANAGEMENT, TECHNICAL ASSISTANCE, LEADERSHIP DEVELOPMENT, AND OTHER ADMINISTRATIVE SERVICES WHILE VESTING DECISION-MAKING AUTHORITY WITHIN THE ORGANIZATIONS THEMSELVES. 771721 625000 EXECUTIVE ALLIANCE IS AN ALLIANCE OF PHILANTHROPIC CEOS WHO ARE INVESTED IN WORKING TO IMPROVE THE LIFE EXPECTANCY AND OUTCOMES FOR BOYS AND MEN OF COLOR. 334015 LOVING CITIES ORGANIZES AND SUPPORTS LOCAL AND STATE GRASSROOTS LEADERS TO ACTIVELY SECURE FULL RACIAL EQUITY-CENTERED FUNDING FROM FEDERAL, STATE AND LOCAL GOVERNMENTS TO ADDRESS COMMUNITY NEEDS. 1105736 625000 5295641 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 34 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X X JOHN H JACKSON 6178372488 ONE MIFFLIN PLACE 400 CAMBRIDGE MA 02138 KYLE SERRETTE CHAIR 1.00 X X 0 0 0 MARC PHILPART VICE CHAIR 1.00 X X 0 0 0 MARK PALEY TREASURER 1.00 X X 0 0 0 VALERIA DO VALE CLERK 1.00 X X 0 0 0 JULIAN VASQUEZ HEILIG BOARD DIRECTOR 1.00 X 0 0 0 ALANDRA WASHINGTON BOARD DIRECTOR 1.00 X 0 0 0 SONIA CHANG-DIAZ BOARD DIRECTOR 1.00 X 0 0 0 KENNETH JONES BOARD DIRECTOR 1.00 X 0 0 0 ZAKIYAH SHAAKIR-ANSARI BOARD DIRECTOR 1.00 X 0 0 0 FRANK GETTRIDGE BOARD DIRECTOR 1.00 X 0 0 0 TROY JOHNSON BOARD DIRECTOR 1.00 X 0 0 0 TOMEKA HART WIGGINTON BOARD DIRECTOR 1.00 X 0 0 0 JOHN H JACKSON PRESIDENT AND CEO 39.00 1.00 X 466034 0 49338 DIANA TATE VERMEIRE EXECUTIVE VICE PRESIDENT 40.00 X 275761 0 42608 MELISSA DAAR CARVAJAL COMMUNICATIONS DIRECTOR 40.00 X 154061 0 24643 DIALLO BROOKS SENIOR VP OF PROGRAMS AND ADVOCACY 40.00 X 158520 0 21700 MICHAEL WOTORSON DIRECTOR NATIONAL OTL NETWORK 40.00 X 146148 0 34170 DIEGO ALVAREZ PADILLA DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 151500 0 23916 MOIRA KALIEDA NATIONAL COALITION DIRECTOR 40.00 X 120984 0 6142 1473008 0 202517 11 0 1 0 0 3564049 3564049 597357 597357 1012872 1014964 -2092 -2092 -2092 OTHER INCOME 900099 16718 16718 16718 4176032 0 0 611983 X 2987423 2987423 795691 111762 438540 245389 1806165 984793 521140 300232 115097 56605 57375 1117 331479 83361 174925 73193 175287 75645 67070 32572 4713 4713 124150 124150 50000 50000 67095 67095 890478 703137 111811 75530 8624 8424 200 89173 8407 78750 2016 85569 13521 58486 13562 4303 4303 340980 159611 141344 40025 144339 51452 84416 8471 17997 17997 DUES AND MEMBERSHIPS 6353 1500 3889 964 8044916 5295641 1956004 793271 2297402 551041 5562954 1360725 2661062 1699401 134164 135475 9536388 13337746 56253 35797 20248223 17120185 274292 476047 701370 785020 975662 1261067 X 12873837 10778429 6398724 5080689 19272561 15859118 20248223 17120185 -3868884 455441 0 X X 0 1 X 1 0 X 10888372 13616907 3733789 7055275 3564049 38858392 10888372 13616907 3733789 7055275 3564049 38858392 10729000 28129392 276054 86487 352880 488927 597357 1801705 2405 3710 22193 5697 16718 50723 40710820 0.69100 0.64950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,405. 2021 AMOUNT: $ 3,710. 2022 AMOUNT: $ 22,193. 2023 AMOUNT: $ 5,697. 2024 AMOUNT: $ 16,718. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 7994916 8044916 552246 138062 0 0 452342 509307 550126 552246 2064021 3096032 50000 50000 50000 150000 113086 127327 137532 138062 516007 774011 50000 50000 50000 150000 7196053 540877 1200000 6536930 6834601 361452 7196053 6380707 453894 6834601 7393375 -1014368 6379007 6002686 1390689 7393375 1.00000 0 0 0 X 4564378 455441 455441 4108937 67095 67095 4176032 7977821 0 7977821 67095 67095 8044916 PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST THREE YEARS. PART V, LINE 4: THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION. 0 BVM CAPACITY BUILDING INSTITUTE INC 3645 MARKETPLACE BLVD STE 130-236 EAST POINT GA 30344 823835203 501 C 3 25000 0 EDUCATION GRANT STUART FOUNDATION 500 WASHINGTON STREET 8TH FLOOR SAN FRANCISCO CA 94111 200882784 501 C 3 15000 0 EDUCATION GRANT STUART FOUNDATION 500 WASHINGTON STREET 8TH FLOOR SAN FRANCISCO CA 94111 200882784 501 C 3 15000 0 EDUCATION GRANT CAYL INSTITUTE 47 MAPLE STREET UNIT 1 MILTON MA 02186 264529723 501 C 3 15000 0 EDUCATION GRANT TEACHERS COLLEGE COLUMBIA UNIVERSITY OFFICE OF THE VICE DEAN FOR RESEARCH 525 WEST 120TH STREET NEW YORK NY 10027 131624202 501 C 3 15000 0 EDUCATION GRANT PHILANTHROPY NEW YORK 320 EAST 43RD STREET NEW YORK NY 10017 133001403 501 C 3 4480 0 MEMBERSHIP GRANT PHILANTHROPY SOUTHEAST 100 PEACHTREE ST NW STE 2080 ATLANTA GA 303031906 560995114 501 C 3 1360 0 MEMBERSHIP GRANT GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1310 L ST NW SUITE 650 WASHINGTON DC 20005 010669150 501 C 3 2500 0 MEMBERSHIP GRANT NATIONAL PUBLIC EDUCATION SUPPORT FUND 1425 K STREET NW SUITE 700 WASHINGTON DC 20005 263015634 501 C 3 10000 0 MEMBERSHIP GRANT GRANTMAKERS FOR EDUCATION (GFE) 400 SE 103RD DR 33348 PORTLAND OR 97216 330919329 501 C 3 15000 0 EDUCATION GRANT NEW VIRGINIA MAJORITY EDUCATION FUND 3801 MT VERNON AVE ALEXANDRIA VA 22305 271705920 501 C 3 50000 0 EDUCATION GRANT OPEN SKY POLICY INSTITUTE 1327 H ST SUITE 102 LINCOLN NE 68508 453327969 501 C 3 10000 0 EDUCATION GRANT CALIFORNIANS FOR JUSTICE EDUCATION FUND INC 548 MARKET ST PMB 41203 SAN FRANCISCO CA 941045401 943256009 501 C 3 250 0 EDUCATION GRANT KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) 4242 S COTTAGE GROVE CHICAGO IL 60653 362598637 501 C 3 90000 0 EDUCATION GRANT VILLAGE OF WISDOM 600 E UMSTEAD ST DURHAM NC 27701 472060936 501 C 3 50000 0 EDUCATION GRANT PROVIDENCE STUDENT UNION 763R WESTMINSTER ST PROVIDENCE RI 02903 455052229 501 C 3 30000 0 EDUCATION GRANT CENTER FOR LABOR EDUCATION AND RESEARCH INC (MA JOBS WITH JUSTICE) 375 CENTRE STREET BOSTON MA 02130 222604923 501 C 3 50000 0 EDUCATION GRANT TSNE MISSIONWORKS 89 SOUTH ST LL02 BOSTON MA 02111 042261109 501 C 3 30000 0 EDUCATION GRANT EDUCATION JUSTICE ALLIANCE 1214 EAST LENOIR ST RALEIGH NC 27610 871986048 501 C 3 60000 0 EDUCATION GRANT BROCKTON INTERFAITH COMMUNITY 1350 PLEASANT ST BROCKTON MA 02301 223135464 501 C 3 35000 0 EDUCATION GRANT WORCESTER INTERFAITH 111 PARK AVENUE WORCESTER MA 01609 043158699 501 C 3 35000 0 EDUCATION GRANT STATE DEMOCRACY PROJECT (SDP) 77 SANDS ST 6 BROOKLYN NY 11201 522003442 501 C 3 60000 0 EDUCATION GRANT FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN (FFLIC) SUMTER SC 29150 NEW ORLEANS LA 70156 205924561 501 C 3 40000 0 EDUCATION GRANT TAKEACTION MINNESOTA EDUCATION FUND 705 RAYMOND AVENUE SAINT PAUL MN 55114 411635130 501 C 3 60000 0 EDUCATION GRANT KENTUCKY COALITION PO BOX 1450 LONDON KY 40743 311113237 501 C 3 30000 0 EDUCATION GRANT IOWA CITIZENS FOR COMMUNITY IMPROVEMENT 2001 FOREST AVE DES MOINES IA 50311 421110721 501 C 3 30000 0 EDUCATION GRANT HONESTY FOR OHIO EDUCATION PO BOX 428 COLUMBUS OH 43216 COLUMBUS OH 43216 993507919 501 C 3 30000 0 EDUCATION GRANT FAMILIES FOR STRONG PUBLIC SCHOOLS INC 4909 ELIZABETH ANNE CIRCLE TAMPA FL 336161857 933770058 501 C 3 30000 0 EDUCATION GRANT SAVE OUR SCHOOLS ARIZONA NETWORK PO BOX 28370 TEMPE AZ 85285 834555457 501 C 3 30000 0 EDUCATION GRANT A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06106 061576383 501 C 3 10000 0 EDUCATION GRANT CHILD OF THIS CULTURE FOUNDATION 2704 POWHATAN DRIVE SUMTER SC 29150 455319983 501 C 3 5000 0 EDUCATION GRANT TSNE MISSIONWORKS 90 SOUTH ST LL02 BOSTON MA 02112 042261109 501 C 3 40000 0 EDUCATION GRANT ONE VOICE INC 1072 JR LYNCH STREET SUITE 7 JACKSON MS 39203 020787550 501 C 3 40000 0 EDUCATION GRANT UNITED WE DREAM NETWORK PO BOX 33231 WASHINGTON DC 20033 462216565 501 C 3 30000 0 EDUCATION GRANT SOUTHERN ECHO INC 1350 LIVINGSTON LANE SUITE C JACKSON MS 39213 640819311 501 C 3 40000 0 EDUCATION GRANT A BETTER WAY FOUNDATION PO BOX 942 HARTFORD CT 06106 061576383 501 C 3 30000 0 EDUCATION GRANT PROVIDENCE YOUTH STUDENT MOVEMENT (PRYSM) PO BOX 6487 PROVIDENCE RI 02940 651224536 501 C 3 25000 0 EDUCATION GRANT CALIFORNIANS FOR JUSTICE EDUCATION FUND INC 548 MARKET ST PMB 41203 SAN FRANCISCO CA 941045401 943256009 501 C 3 40000 0 EDUCATION GRANT STEP UP LOUISIANA ORGANIZING FUND 2022 ST BERNARD AVE 124B NEW ORLEANS LA 70116 851061102 501 C 3 70000 0 EDUCATION GRANT PUBLIC POLICY AND EDUCATION FUND OF NEW YORK 94 CENTRAL AVE ALBANY NY 122063002 133364209 501 C 3 70000 0 EDUCATION GRANT RESIST INC PO BOX 301240 BOSTON MA 02130 042433182 501 C 3 60000 0 EDUCATION GRANT INSTITUTE FOR DEMOCRATIC EDUCATION IN AMERICA 2008 W RIDGEWAY ST JACKSON MS 392136453 270812635 501 C 3 40000 0 EDUCATION GRANT NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE SUITE 460 RALEIGH NC 27612 581661700 501 C 3 990 0 MEMBERSHIP GRANT HIGHLANDER RESEARCH & EDUCATION CENTER INC 1959 HIGHLANDER WAY NEW MARKET TN 37820 620646373 501 C 3 1000 0 MEMBERSHIP GRANT SAVE OUR SCHOOLS ARIZONA NETWORK PO BOX 28370 TEMPE AZ 85285 834555457 501 C 3 10000 0 EDUCATION GRANT PUBLIC POLICY AND EDUCATION FUND OF NEW YORK 94 CENTRAL AVE ALBANY NY 122063002 133364209 501 C 3 5000 0 EDUCATION GRANT KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) 4242 S COTTAGE GROVE CHICAGO IL 60653 362598637 501 C 3 40000 0 EDUCATION GRANT COLEMAN CHILDREN AND YOUTH SERVICES 459 VIENNA ST SAN FRANCISCO CA 94112 942258612 501 C 3 60000 0 EDUCATION GRANT GIRLS FOR GENDER EQUITY 25 CHAPEL STREET SUITE 1006 BROOKLYN NY 11201 043697166 501 C 3 40000 0 EDUCATION GRANT PARTNERSHIP FOR SOUTHERN EQUITY 55 IVAN ALLEN JR BLVD NW SUITE 530 ATLANTA GA 30308 274424115 501 C 3 30000 0 EDUCATION GRANT GSA NETWORK 1714 FRANKLIN ST 100-418 OAKLAND CA 94612 205367752 501 C 3 40000 0 EDUCATION GRANT CITYWIDE YOUTH COALITION INC 928 CHAPEL STREET SUITE 201 NEW HAVEN CT 06510 061386638 501 C 3 40000 0 EDUCATION GRANT FOUNDATION FOR LOUISIANA 2022 ST BERNARD AVENUE SUITE 122B NEW ORLEANS LA 70116 203399944 501 C 3 3500 0 MEMBERSHIP GRANT PBS IMPACT FOUNDATION 1025 CONNECTICUT AVE NW WASHINGTON DC 20036 861345351 501 C 3 50000 0 EDUCATION GRANT KAPPA ALPHA PSI FOUNDATION INC 2322 NORTH BROAD STREET PHILADELPHIA PA 19132 232205286 501 C 3 50000 0 EDUCATION GRANT NATIONAL PUBLIC EDUCATION SUPPORT FUND 1425 K STREET NW SUITE 700 WASHINGTON DC 20005 263015634 501 C 3 5000 0 EDUCATION GRANT BETA TAU ASSOCIATION 7064 E TAMARON BLVD NEW ORLEANS LA 70128 853184635 501 C 3 12500 0 EDUCATION GRANT CASEL COLLABORATIVE FOR ACADEMIC SOCIAL AND EMOTIONAL LEARNING PO BOX 95253 CHICAGO IL 606945253 205884201 501 C 3 15000 0 EDUCATION GRANT BROADWAY ADVOCACY COALITION 165 W 46TH ST SUITE 1105 NEW YORK NY 10036 823374845 501 C 3 5000 0 EDUCATION GRANT XAVIER UNIVERSITY OF LOUISIANA OFFICE OF INSTITUTIONAL ADVANCEMENT 1 DREXEL DR BOX 66 NEW ORLEANS LA 701251098 720635884 501 C 3 12500 0 EDUCATION GRANT HARVEST CENTER OF CHARLOTTE PO BOX 19269 CHARLOTTE NC 282199902 562261612 501 C 3 2500 0 EDUCATION GRANT ALPHA GEORGIA EDUCATION FOUNDATION INC 570 PIEDMONT AVE NE 54262 ATLANTA GA 30308 161755244 501 C 3 25000 0 EDUCATION GRANT ETA MU LAMBDA CHAPTER OF ALPHA PHI ALPHA FRATERNITY INC 935 CARSON RD GASTONIA NC 28052 462615353 501 C 3 25000 0 EDUCATION GRANT OMEGA PSI PHI FRATERNITY 3951 SNAPFINGER PKWY DECATUR GA 30035 530209696 501 C 3 50000 0 EDUCATION GRANT SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE INC 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 954116679 501 C 3 25000 0 EDUCATION GRANT CENTER FOR RACIAL EQUITY IN EDUCATION (CREED) 330 CAMP RD SUITE B 14 CHARLOTTE NC 28206 842100138 501 C 3 40000 0 EDUCATION GRANT ABFE (ASSOCIATION OF BLACK FOUNDATION EXECUTIVES) 55 EXCHANGE PLACE SUITE 401 NEW YORK NY 10005 237156531 501 C 3 2500 0 MEMBERSHIP GRANT NEA FOUNDATION 1201 16TH STREET NW WASHINGTON DC 20036 237035089 501 C 3 25000 0 EDUCATION GRANT ADVANCEMENT PROJECT 1220 L STREET NW SUITE 850 WASHINGTON DC 20005 874702350 501 C 3 25000 0 EDUCATION GRANT CENTER FOR POPULAR DEMOCRACY 449 TROUTMAN STREET STE A BROOKLYN NY 11237 453813436 501 C 3 25000 0 EDUCATION GRANT COLEMAN CHILDREN AND YOUTH SERVICES 460 VIENNA ST SAN FRANCISCO CA 94113 942258612 501 C 3 25000 0 EDUCATION GRANT RACIAL JUSTICE NOW 13217 NEW HAMPSHIRE AVE 4692 SILVER SPRING MD 20904 812721208 501 C 3 15000 0 EDUCATION GRANT GEORGIA YOUTH JUSTICE COALITION FOR EDUCATION 794 MARIETTA ST NW UNIT 94931 ATLANTA GA 30377 990960506 501 C 3 40000 0 EDUCATION GRANT NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY (NCRP) 1900 L STREET NW SUITE 825 WASHINGTON DC 20036 521072749 501 C 3 1500 0 MEMBERSHIP GRANT EMERGING PRACTITIONERS IN PHILANTHROPY (EPIP) 201 N UNION ST STE 110 ALEXANDRIA VA 22314 921261173 501 C 3 5000 0 MEMBERSHIP GRANT PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 042457605 501 C 3 2730 0 MEMBERSHIP GRANT PUBLIC POLICY AND EDUCATION FUND OF NEW YORK 94 CENTRAL AVE ALBANY NY 122063002 133364209 501 C 3 1000 0 EDUCATION GRANT GOODNATION FOUNDATION 1120 AVENUE OF AMERICAS 4TH FLOOR NEW YORK NY 10036 814768448 501 C 3 50000 0 EDUCATION GRANT NEW VENTURE FUND 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 205806345 501 C 3 12000 0 EDUCATION GRANT INNOVATION FOR EQUITY C/O THE GATHERING SPOT 1720 I STREET NW SUITE 4 WASHINGTON DC 20006 842709943 501 C 3 15000 0 EDUCATION GRANT GRANTMAKERS COUNCIL OF RHODE ISLAND INC 50 VALLEY ST PROVIDENCE RI 029092496 270059468 501 C 3 500 0 MEMBERSHIP GRANT CONNECTICUT COUNCIL FOR PHILANTHROPY INC 75 CHARTER OAK AVENUE SUITE 1-205 HARTFORD CT 06106 237024016 501 C 3 930 0 MEMBERSHIP GRANT THE COMMUNICATIONS NETWORK INC 100 E WASHINGTON ST SPRINGFIELD IL 62701 522114179 501 C 3 3500 0 MEMBERSHIP GRANT NATIVE AMERICANS IN PHILANTHROPY 1200 G STREET NW SUITE 800 WASHINGTON DC 20002 561849598 501 C 3 5000 0 MEMBERSHIP GRANT LIVING CITIES INC 805 15TH STREET NW SUITE 500 WASHINGTON DC 20036 260003950 501 C 3 2000 0 EDUCATION GRANT PEAK GRANTMAKING 1701 PENNSYLVANIA AVE NW SUITE 200 WASHINGTON DC 20006 743158155 501 C 3 2000 0 MEMBERSHIP GRANT GRANTMAKERS FOR EDUCATION (GFE) 400 SE 103RD DR 33348 PORTLAND OR 97216 330919329 501 C 3 3483 0 MEMBERSHIP GRANT ECONOMIC MOBILITY PATHWAYS (EMPATH) 308 CONGRESS STREET 5TH FLOOR BOSTON MA 02210 042104046 501 C 3 2500 0 EDUCATION GRANT FRIENDS OF THE RAFAEL HERNANDEZ SCHOOL 61 SCHOOL ST ROXBURY MA 02119 043532825 501 C 3 1000 0 EDUCATION GRANT PARTNERS FOR DIGNITY & RIGHTS C/O BOND COLLECTIVE 55 BROADWAY SUITE 309 NEW YORK NY 10006 731714118 501 C 3 5000 0 EDUCATION GRANT AMERICAN ASSOCIATION OF HISPANICS IN HIGHER EDUCATION INC 2455 E SUNRISE BOULEVARD SUITE 816 FORT LAUDERDALE FL 33304 300150324 501 C 3 5000 0 EDUCATION GRANT ASPIRE AFTERSCHOOL LEARNING PO BOX 41318 ARLINGTON VA 22204 541705642 501 C 3 5000 0 EDUCATION GRANT ALLIANCE OF RHODE ISLAND SOUTHEAST ASIAN FOR EDUCATION (ARISE) 151 BROADWAY SUITE 305 PROVIDENCE RI 02903 814458558 501 C 3 2000 0 EDUCATION GRANT RESIST INC PO BOX 301240 BOSTON MA 02130 042433182 501 C 3 2000 0 EDUCATION GRANT POWERSWITCH ACTION 1305 FRANKLIN ST STE 501 OAKLAND CA 94612 710914032 501 C 3 2000 0 EDUCATION GRANT PA'LANTE TRANSFORMATIVE JUSTICE 220 LINDEN ST HOLYOKE MA 01040 922240723 501 C 3 2000 0 EDUCATION GRANT YOUTH ADVOCACY FOUNDATION 75 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 043583353 501 C 3 2000 0 EDUCATION GRANT CITYWIDE YOUTH COALITION INC 928 CHAPEL STREET SUITE 201 NEW HAVEN CT 06510 061386638 501 C 3 2000 0 EDUCATION GRANT NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 501 C 3 5000 0 EDUCATION GRANT SIGMAS FOR HUMANITY INC 5117 CREST HAVEN WAY PERRY HALL MD 21128 474911756 501 C 3 5000 0 EDUCATION GRANT KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) 4242 S COTTAGE GROVE CHICAGO IL 60653 362598637 501 C 3 5000 0 EDUCATION GRANT ABFE (ASSOCIATION OF BLACK FOUNDATION EXECUTIVES) 55 EXCHANGE PLACE SUITE 401 NEW YORK NY 10005 237156531 501 C 3 325000 0 EDUCATION GRANT LIVING CITIES INC 805 15TH STREET NW SUITE 500 WASHINGTON DC 20036 260003950 501 C 3 250000 0 EDUCATION GRANT BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVE NW WASHINGTON DC 200362103 530196577 501 C 3 50000 0 EDUCATION GRANT STATEWIDE ORGANIZING FOR COMMUNITY EMPOWERMENT (SOCM) PO BOX 12667 KNOXVILLE TN 37912 581550966 501 C 3 20000 0 EDUCATION GRANT EDUCATION JUSTICE ALLIANCE 1214 EAST LENOIR ST RALEIGH NC 27610 871986048 501 C 3 30000 0 EDUCATION GRANT WE ARE DOWN HOME PO BOX 10694 GREENSBORO NC 27404 831247155 501 C 3 30000 0 EDUCATION GRANT PHILANTHROPY SOUTHEAST 100 PEACHTREE ST NW STE 2080 ATLANTA GA 303031906 560995114 501 C 3 1400 0 MEMBERSHIP GRANT MASSACHUSETTS BUDGET AND POLICY CENTER INC (MASSBUDGET) ONE STATE STREET SUITE 1250 BOSTON MA 02109 042967537 501 C 3 1000 0 EDUCATION GRANT NAACP EMPOWERMENT PROGRAMS INC 4805 MT HOPE DRIVE BALTIMORE MD 21215 131084135 501 C 3 15500 0 EDUCATION GRANT INDIGENOUS MEMORIES 1214 TERRY RD HILLSBOROUGH NC 27278 844933208 501 C 3 300 0 EDUCATION GRANT 111 0 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 JOHN H JACKSON PRESIDENT AND CEO 466034 0 0 0 0 0 27600 0 21738 0 515372 0 0 0 DIANA TATE VERMEIRE EXECUTIVE VICE PRESIDENT 275761 0 0 0 0 0 20870 0 21738 0 318369 0 0 0 MICHAEL WOTORSON DIRECTOR NATIONAL OTL NETWORK 146148 0 0 0 0 0 12851 0 21319 0 180318 0 0 0 DIALLO BROOKS SENIOR VP OF PROGRAMS AND ADVOCACY 158520 0 0 0 0 0 12662 0 9038 0 180220 0 0 0 MELISSA DAAR CARVAJAL COMMUNICATIONS DIRECTOR 154061 0 0 0 0 0 12437 0 12206 0 178704 0 0 0 DIEGO ALVAREZ PADILLA DIRECTOR OF FINANCE AND OPERATIONS 151500 0 0 0 0 0 11363 0 12553 0 175416 0 0 0 PART I, LINE 1A ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING THE CHIEF EXECUTIVE OFFICER'S COMPENSATION INCLUDES A REVIEW OF COMPENSATION FOR EXECUTIVES AT SIMILAR ORGANIZATIONS. THE REVIEW IS CONDUCTED BY AN INDEPENDENT COMPENSATION COMMITTEE SELECTED BY THE BOARD. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE COMPENSATION COMMITTEE SUBMITS THE FINDINGS AND A COMPENSATION RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. A PERFORMANCE ASSESSMENT OF THE CEO IS CONDUCTED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 680,087. MANAGEMENT AND GENERAL EXPENSES 111,811. FUNDRAISING EXPENSES 74,780. TOTAL EXPENSES 866,678. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 23,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 750. TOTAL EXPENSES 23,800. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE OPPORTUNITY TO LEARN ACTION FUND ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 274836929 ADVOCACY ORGANIZATION - EDUCATIONAL DE 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0