2024-11-15T11:46:08-06:00 2023-12-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-01-01 042755323 NELLIE MAE EDUCATION FOUNDATION INC NELL 7813484200 1250 HANCOCK STREET 701N QUINCY MA 02169 DR GISELE SHORTER PRESIDENT & CEO 7813484200 2024-11-14 1 1 CRAIG KLEIN P00734664 6177610600 2024-11-14 2023 2024-10-15 13:58:12Z DR GISELE SHORTER 1250 HANCOCK STREET 701N QUINCY MA 02169 189574866 0 X WWW.NMEFOUNDATION.ORG X 1998 MA NMEF PRIORITIES GRANTS TO ENSURE ALL YOUTH HAVE ACCESS TO AN EXCELLENT AND EQUITABLE PUBLIC EDUCATION 15 15 21 0 -155718 0 700000 200000 0 0 22548571 21215739 0 0 23248571 21415739 17813997 14645178 0 0 4687634 4442734 0 0 0 3826133 4002413 26327764 23090325 -3079193 -1674586 483194914 519417333 14080549 11587961 469114365 507829372 X THE MISSION OF THE FOUNDATION IS TO CHAMPION EFFORTS THAT PRIORITIZE COMMUNITY GOALS THAT CHALLENGE RACIAL INEQUITIES AND ADVANCE EXCELLENT, STUDENT-CENTERED PUBLIC EDUCATION FOR ALL NEW ENGLAND YOUTH. THE FOUNDATION IS ORGANIZED AND OPERATED AS A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION TO SUPPORT EDUCATIONAL ORGANIZATIONS. 0 0 18742913 14645178 THE NELLIE MAE EDUCATION FOUNDATION ("FOUNDATION") STRATEGY IS INCLUSIVE OF GRANTMAKING, BUILDING THE CAPACITY AND SUSTAINABILITY OF ORGANIZATIONS AND SCHOOLS THAT WORK TO PROMOTE RACIAL EQUITY IN PUBLIC EDUCATION, PARTNERSHIPS AND ADVOCACY EFFORTS, AS WELL AS OTHER SUPPORTING ACTIVITIES. OUR GRANTMAKING ENCOMPASSES FOUR CORE FUNDS STRUCTURED TO REINFORCE ONE ANOTHER IN ADVANCING OUR MISSION TO ENSURE A HIGH QUALITY EDUCATION IS READILY AVAILABLE TO EVERY CHILD. ADDITIONALLY, AS PART OF OUR CORE GRANT FUNDS, THE FOUNDATION PROVIDES A ROBUST LEARNING COMMUNITY AND CAPACITY BUILDING SUPPORTS. SEE SCHEDULE O FOR CONTINUATION OF PROGRAM SERVICE ACCOMPLISHMENTS.SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR:THE NELLIE MAE EDUCATION FOUNDATION HAS A RICH HISTORY OF INVESTING IN COMMUNITY-DRIVEN TRANSFORMATION AND PARTNERSHIPS THAT SUPPORT ALL YOUNG PEOPLE, WITH A FOCUS ON THE LOWEST RESOURCED SCHOOLS AND THOSE FURTHEST FROM OPPORTUNITIES. ORGANIZATIONS LED BY THOSE IN THE COMMUNITIES WE SEEK TO SERVICE ARE IN THE BEST POSITION TO ORGANIZE AND LIFT UP THE INVALUABLE VOICES OF THOSE STUDENTS AND FAMILIES WHO HAVE BEEN TRADITIONALLY EXCLUDED FROM DECISIONS MADE ABOUT THEIR SCHOOLS. THESE ORGANIZATIONS ARE ADVOCATING FOR RACIAL EQUITY IN NEW ENGLAND SCHOOLS BY IMPLEMENTING CULTURALLY RESPONSIVE TEACHING AND LEARNING; DIVERSIFYING THE TEACHER WORKFORCE; ESTABLISHING RESTORATIVE JUSTICE PRACTICES IN SCHOOLS; AND SERVING THE WHOLE CHILD AND FAMILY. BY PROVIDING MULTI-YEAR, GENERAL OPERATING SUPPORT TO ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR, FOCUSED ON ADDRESSING RACIAL INEQUITIES IN EDUCATION, WE BELIEVE WE WILL SUPPORT THE INCREASED FINANCIAL FREEDOM AND ORGANIZATIONAL STABILITY NEEDED TO ADVANCE THEIR MISSIONS OVER THE LONG TERM. THIS, IN TURN, HELPS ENSURE THAT EVERY STUDENT IS SET UP FOR SUCCESS, HAS THE RESOURCES THEY NEED TO THRIVE ACADEMICALLY, SOCIALLY, AND EMOTIONALLY, AND CAN PARTICIPATE IN A MORE RACIALLY JUST PUBLIC EDUCATION SYSTEM. AMPLIFYING YOUTH VOICE & LEADERSHIP: TO ENACT MEANINGFUL CHANGE, IT'S IMPORTANT THAT WE DEEPEN OUR UNDERSTANDING OF WHERE EQUITY AND ACCESS GAPS EXIST. YOUTH, PARTICULARLY YOUTH OF COLOR, DIRECTLY EXPERIENCE EDUCATIONAL INEQUITIES, BUT THEIR VOICE IS USUALLY LEFT OUT OF DISCUSSIONS AROUND SOLVING THOSE PROBLEMS. YOUTH NEED SPACE TO ARTICULATE THEIR IDEAS, CONCERNS AND EXPERIENCES, AND SUPPORT TO BUILD THE SKILLS AND CAPACITY TO ARTICULATE, ADVOCATE FOR, AND EFFECT THE CHANGES THEY SEEK IN EDUCATION.YOUTH ORGANIZING GROUPS CAN ACHIEVE INCREASED IMPACT BY COLLABORATING WITH EACH OTHER. BUT WITHOUT DEDICATED FUNDING, IT CAN BE DIFFICULT FOR YOUTH ORGANIZING GROUPS TO FIND SUFFICIENT RESOURCES TO SHARE BEST PRACTICES AND BUILD CAPACITY. WHEN YOUNG PEOPLE CAN WORK COLLECTIVELY, THEY CAN BUILD POWER, AND INCREASE MOMENTUM AND MOVEMENT TOWARDS SHARED ACTION.THEREFORE, THE NELLIE MAE EDUCATION FOUNDATION SUPPORTS THE CAPACITY OF INDIVIDUAL YOUTH ORGANIZING GROUPS WHILE ALSO SUPPORTING THEIR COLLABORATION THROUGH A NEW ENGLAND WIDE NETWORK. AS A RESULT, MEMBER ORGANIZATIONS WILL BECOME MORE EFFECTIVE AT PURSUING THEIR AGENDAS AND MOVE TOWARDS MORE COLLABORATIVE AND ALIGNED WORK, INCREASING AND STRENGTHENING THE POWER OF YOUTH VOICE IN THE REGION OVERALL. WITH YOUTH VOICE ELEVATED, WE CAN BETTER UNDERSTAND WHERE AND WHY OPPORTUNITY GAPS EXIST, AND BEGIN CREATING A PUBLIC EDUCATION SYSTEM THAT IS RESPONSIVE TO THEIR NEEDS. ADVANCING COMMUNITY-SCHOOL PARTNERSHIPS: WE BELIEVE THAT THE BEST WAY TO ACHIEVE EQUITY IN EDUCATION IS TO WORK WITH COMMUNITIES AND ORGANIZATIONS WHO ARE TRANSFORMING THEIR OWN SCHOOLS TO CREATE A MORE EQUITABLE PUBLIC EDUCATION SYSTEM FOR ALL STUDENTS. TO THAT END, WE SUPPORT COMMUNITY-SCHOOL PARTNERSHIPS THAT ARE IDENTIFYING BARRIERS IN THEIR SCHOOL SYSTEMS, DEVELOPING REAL SOLUTIONS TO ADDRESS THESE BARRIERS, AND IMPLEMENTING THEM AT SCALE.WHEN SCHOOLS WORK IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS, STUDENTS ARE MORE LIKELY TO GET THE SUPPORT THEY NEED TO THRIVE. WE KNOW THAT WHEN COMMUNITY MEMBERS ARE WELCOMED INTO THE SCHOOL ENVIRONMENT AND PLAY A KEY ROLE IN DECISION-MAKING, ALL YOUNG PEOPLE BENEFIT. ROBUST COMMUNITY-SCHOOL PARTNERSHIPS ARE ESSENTIAL TO FOSTERING RELATIONSHIPS OF TRUST AND RESPECT, AND BUILDING THE CAPACITY OF ALL STAKEHOLDERS INSIDE AND OUTSIDE OF THE SCHOOL BUILDING. SUCH PARTNERSHIPS CAN HELP FACILITATE INCLUSIVE DECISION-MAKING PROCESSES, AND LEVERAGE LOCAL RESOURCES AND EXPERTISE TO ADDRESS EDUCATIONAL INEQUITIES. THE ULTIMATE PURPOSE OF THIS GRANT FUND IS TO SUPPORT COMMUNITY-DRIVEN PARTNERSHIPS BETWEEN DISTRICTS AND THEIR COMMUNITIES TO ADVANCE RACIAL EQUITY AND EXCELLENT, STUDENT-CENTERED PUBLIC EDUCATION. STUDENT EXPERIENCE EVENTUALLY AFFECTS ALL OF US, WHICH MEANS WE HAVE A SHARED RESPONSIBILITY TO MAKE SURE IT'S BUILT WITH EVERY STUDENT IN MIND. STRENGTHENING PARTNERSHIPS AND MOVEMENT BUILDING:WE ARE COMMITTED TO CONVENING AND SUPPORTING ORGANIZATIONS WORKING TO ADVANCE EQUITY AND EDUCATION JUSTICE, BECAUSE WHEN ORGANIZATIONS COME TOGETHER AND ARE ABLE TO SHARE KNOWLEDGE, RESOURCES, AND GOALS, THEY ARE BETTER EQUIPPED TO ACHIEVE LASTING CHANGE. WE UNDERSTAND THAT MANY OF THE RACIAL EQUITY BARRIERS THAT EXIST IN OUR EDUCATION SYSTEM ARE IN PART SHAPED BY INEQUITABLE POLICIES, PAST AND PRESENT. WE SUPPORT EXISTING AND EMERGING PARTNERSHIPS, MOVEMENTS, AND COALITIONS THAT ARE LOOKING TO IDENTIFY AND DISMANTLE STATE AND FEDERAL POLICY BARRIERS AND PROMOTE INCLUSIVE POLICY DESIGN TO ADVANCE RACIAL EQUITY IN PUBLIC EDUCATION.ADDITIONALLY, WE BELIEVE THAT IF WE SUPPORT OUR GRANTEES TO BUILD RELATIONSHIPS WITH EACH OTHER, WHILE SIMULTANEOUSLY BUILDING AND CONNECTING WITH STATE AND NATIONAL COALITIONS, THEN ORGANIZATIONS WILL FIND OPPORTUNITIES TO ALIGN THEIR WORK AND USE THEIR COLLECTIVE POWER TO ADVANCE A SHARED VISION FOR EQUITY. OUR STRENGTHENING PARTNERSHIPS AND MOVEMENT BUILDING FUND IS COMPRISED OF THREE SUB-FUNDS: 1) ADVOCACY; 2) COALITIONS AND 3) PARTNERSHIPS.ADDITIONAL FUNDS:AS PART OF OUR REINFORCING ACTIVITIES, WE ALSO HAVE TWO POOLS OF FUNDING THAT OFFER SUPPORT FOR MORE TIME SENSITIVE REQUESTS IN THE NEW ENGLAND REGION:RAPID RESPONSE - OUR RAPID RESPONSE FUND PROVIDES SHORT-TERM, TIME-SENSITIVE SUPPORT IN COMMUNITIES THAT HAVE EXPERIENCED A CRITICAL CONDITION THAT AFFECTS RACIAL EQUITY IN EDUCATION.EVENT SPONSORSHIPS - OUR EVENT SPONSORSHIP FUND PROVIDES FUNDING FOR ORGANIZATIONS HOSTING EVENTS SUCH AS FUNDRAISERS, TRAININGS, CONFERENCES, OR THE LIKE FOCUSED ON ADVANCING RACIAL EQUITY IN PUBLIC EDUCATION. 18742913 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ERIN BROUILLETTE 7813484200 1250 HANCOCK STREET 701N QUINCY MA 02169 PRUDENCE CARTER DIRECTOR 1.00 X 20000 0 0 PRABAL CHAKRABARTI DIRECTOR 2.00 X 24000 0 0 MISHONE DONELSON DIRECTOR 1.00 X 20000 0 0 BETTY FRANSISCO DIRECTOR 2.00 X 24000 0 0 ELIZABETH HILPMAN DIRECTOR 2.00 X 24000 0 0 DEBRA HUMPHREYS DIRECTOR 1.00 X 15000 0 0 JOHN JACKSON DIRECTOR 2.00 X 24000 0 0 DEBORAH JEWELL-SHERMAN DIRECTOR 2.00 X 24000 0 0 MAKEEBA MCCREARY DIRECTOR 1.00 X 20000 0 0 ELSA NUNEZ DIRECTOR 2.00 X 24000 0 0 CHRISTINA JIMENEZ MORET DIRECTOR (UNTIL JAN. 2023) 1.00 X 0 0 0 COLLEEN QUINT DIRECTOR 1.00 X 20000 0 0 JOHN REMONDI DIRECTOR 1.00 X 20000 0 0 WARREN SIMMONS DIRECTOR 1.00 X 41000 0 0 DANIA VAZQUEZ DIRECTOR 2.00 X 24000 0 0 NICHOLAS WARREN DIRECTOR 1.00 X 20000 0 0 MICHAEL CAREY INTERIM CEO & TREAS. (UNTIL 7/9/23) 40.00 X 326464 0 70652 PAMELA WHITE CLERK 40.00 X 123368 0 27051 GISLAINE NGOUNOU INTERIM PRES & CEO (UNTIL 1/17/23) 40.00 X 498101 0 2678 DR GISELE SHORTER PRESIDENT & CEO 60.00 X 285301 0 28455 JESSICA SPOHN INTERIM PRESIDENT (UNTIL 7/9/23) 40.00 X 295885 0 68863 DELIA ARELLANO-WEDDLETON DIR. OF ENGAGEMENT & PARTNERHIPS 40.00 X 214122 0 52887 MARCOS POPOVICH PROGRAM DIRECTOR, GRANTMAKING 40.00 X 170352 0 53317 PAUL MARSH IT MANAGER 40.00 X 165585 0 33625 NINA CULBERSTON PROGRAM DIR, LEARNING/RESEARCH/EVAL 40.00 X 156896 0 50704 ELLEN WANG SR. PROGRAM & EQUITY OFFICER 40.00 X 173828 0 25008 NICHOLAS C DONOHUE FORMER PRESIDENT & CEO 0.00 X 143576 0 0 2897478 0 413240 17 1 1 0 PRIME BUCHOLZ LLC 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT CONSULTANT 205870 DEVIN KRISTOPHER MORRIS 208 POPLAR STREET ROSINDALE MA 02131 CONSULTING 150000 HR CONCEPTS LLC 111 CHARLES STREET MANCHESTER NH 03101 HR CONSULTING 119207 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 AUDIT & TAX 107580 4 200000 200000 4477333 -155718 4633051 184897533 168159127 16738406 16738406 16738406 21415739 0 -155718 21371457 14645178 14645178 1838535 318871 1519664 1787619 1705493 82126 243270 181375 61895 360398 227164 133234 212912 202266 10646 100646 100646 106265 106265 66000 66000 1250578 1250578 1449465 855186 594279 139609 82369 57240 140585 82945 57640 299562 176742 122820 125739 74186 51553 211180 124596 86584 56392 33271 23121 PROF. DVLPMT/MEMBERSHIP 56392 33271 23121 23090325 18742913 4347412 0 974961 1173694 52534 7355 2650538 2360436 473339 290102 175859301 191576088 304869814 325695888 964965 674206 483194914 519417333 1585851 1123958 11778654 10085770 716044 378233 14080549 11587961 X 469114365 507829372 469114365 507829372 483194914 519417333 -1674586 40389593 0 X 0 1 X 1 0 X X 234 SEE PART VI 000000000 7 0 14645178 0 234 14645178 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 1: NELLIE MAE EDUCATION FOUNDATION, INC. (THE "FOUNDATION") IS ORGANIZED AND OPERATED AS AN ORGANIZATION EXEMPT FROM TAXATION UNDER IRC SECTION 501(C)(3). IT IS NOT A PRIVATE FOUNDATION BECAUSE IT IS A SUPPORTING ORGANIZATION AS DESCRIBED IN IRC SECTION 509(A)(3). IN PRIOR YEARS, THE FOUNDATION WAS ALSO A PUBLICLY SUPPORTED AS DESCRIBED IN IRC SECTION 509(A)(2). PURSUANT TO ITS ARTICLES OF ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, AND TO PROMOTE THE CHARITABLE AND EDUCATIONAL PURPOSES OF A CLASS OF ORGANIZATIONS, INCLUDING UNIVERSITIES, COLLEGES, SECONDARY SCHOOLS, ELEMENTARY SCHOOLS, AND OTHER EDUCATIONAL ORGANIZATIONS WHICH ARE DESCRIBED IN IRC SECTION 501(C)(3) AND WHICH ARE NOT PRIVATE FOUNDATIONS AS DESCRIBED IN IRC SECTION 509(A). THE FOUNDATION'S ACTIVITIES INCLUDE MAKING GRANTS TO THE PUBLIC CHARITIES IT SUPPORTS AND PROVIDING SERVICES TO THOSE ORGANIZATIONS. A MAJORITY OF THE FOUNDATION'S DIRECTORS ARE REPRESENTATIVES OF ORGANIZATIONS THAT WOULD BE ELIGIBLE TO RECEIVE SUPPORT FROM THE FOUNDATION. IN ADDITION, THE COMMITTEE THAT NOMINATES BOARD MEMBERS IS COMPOSED ENTIRELY OF DIRECTORS WHO ARE ALSO OFFICERS, DIRECTORS, KEY EMPLOYEES OR PERSONS SERVING IN A LEADERSHIP ROLE IN PUBLIC CHARITIES THAT WOULD BE ELIGIBLE TO RECEIVE SUPPORT FROM THE FOUNDATION. THE FOUNDATION ONLY SUPPORTS PUBLIC CHARITIES DESCRIBED IN IRC SECTION 509(A)(1) OR 509(A)(2) AND ONLY ORGANIZATIONS THAT ARE ORGANIZED IN THE UNITED STATES. PART I, LINE 12G, COLUMN (III): NELLIE MAE EDUCATION FOUNDATION, INC. (THE "FOUNDATION") SUPPORTS ORGANIZATIONS DESCRIBED ON SCHEDULE A, PART I, LINES 2, 6, 7, & 10. PART IV, SECTION A, LINE 2: PUBLIC SCHOOL SYSTEM GRANTEES ARE DESCRIBED IN SECTION 509(A)(1) AND TYPICALLY DO NOT HAVE IRS DETERMINATION LETTERS. THE FOUNDATION VERIFIES PUBLIC SCHOOL/GOVERNMENTAL STATUS IN WRITING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 66000 0 0 66000 0 PART II-B, LINE 1: A LOBBYING FIRM WAS HIRED DURING 2023 TO MONITOR ACTIVITY ON PROPOSED STATE LEGISLATION AFFECTING THE FOUNDATION'S PRACTICES AND TO MEET WITH COMMITTEE AND COMMITTEE STAFF MEMBERS TO DISCUSS SUCH LEGISLATION. 729150 620244 108906 1139912 995004 144908 781476 745188 36288 290102 DOMESTIC EQUITY 79141221 F FOREIGN EQUITY 44846153 F INVESTMENT FUND - DISTRESSED CREDIT 36710239 F INVESTMENT FUND - FIXED INCOME 11656935 F INVESTMENT FUND - LONG/SHORT EQUITY 22915955 F INVESTMENT FUND - MULTI-STRATEGY 41040657 F REAL ESTATE FUND 13016401 F DIRECT REAL ASSET - TIMBER 19481 F PRIVATE COMMODITY 6445660 F NATURAL RESOURCES FUND OF FUNDS 502098 F PRIVATE EQUITY 43722428 F GLOBAL EQUITY 25678660 F 325695888 OPERATING LEASE OBLIGATION 378233 378233 X 60554754 40389593 40389593 20165161 1250578 1250578 21415739 21839747 0 21839747 1250578 1250578 23090325 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND 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. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THREE YEARS FOLLOWING THE DATE FILED. 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01608 043393955 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR STATE SCHOOL FINANCE PROJECT TSNE 89 SOUTH STREET SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 50000 0 OPERATING SUPPORT STEP UP NEW LONDON A BETTER WAY FOUNDATION 106 TRUMAN ST NEW LONDON CT 063205680 061576383 501(C)(3) 102000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR STEP UP NEW LONDON A BETTER WAY FOUNDATION 106 TRUMAN ST NEW LONDON CT 063205680 061576383 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR STEPPINGSTONE FOUNDATION INC ONE APPLETON STREET 4TH FLOOR BOSTON MA 02116 043086666 501(C)(3) 10000 0 NPEA 2023 CONFERENCE: DEEPENING OUR COMMITMENT TO EQUITY AND JUSTICE IN EDUCATION MAKING THE MOMENT A MOVEMENT STERN CENTER FOR LANGUAGE & LEARNING 183 TALCOTT RD WILLISTON VT 05495 222485793 501(C)(3) 24000 0 AFTER SCHOOL READER'S CLUB (WINOOSKI SCHOOL DISTRICT/STERN CENTER) STORIES INSPIRING MOVEMENTS RESIST INC 42 SEAVERNS AVE JAMAICA PLAIN MA 02130 042433182 501(C)(3) 102000 0 AMPLIFYING YOUTH VOICES STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) 1253 WHITNEY AVENUE HAMDEN CT 06517 814845924 501(C)(3) 292623 0 SUPPORTING COMMUNITY-SCHOOL PARTNERSHIPS STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) 1253 WHITNEY AVENUE HAMDEN CT 06517 814845924 501(C)(3) 102000 0 AMPLIFYING YOUTH VOICES TEACH WESTERN MASS INC 1000 STATE STREET SPRINGFIELD MA 01109 813839008 501(C)(3) 102000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR TEACH WESTERN MASS INC 1000 STATE STREET SPRINGFIELD MA 01109 813839008 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR TEACHORG 1101 PRESIDENT ST APT 912 BROOKLYN NY 11225 473878444 501(C)(3) 50000 0 PARTNERSHIPS, COALITIONS AND MOVEMENTS TEACHING LAB 1802 VERNON ST NW PMB 533 WASHINGTON DC 20009 813546317 501(C)(3) 200000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR TEACHING LAB 1802 VERNON ST NW PMB 533 WASHINGTON DC 20009 813546317 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR THE 74 MEDIA INC 222 BROADWAY FL 19 NEW YORK NY 10038 472788684 501(C)(3) 50000 0 FOOD INSECURITY COVERAGE POST PANDEMIC THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 042104021 501(C)(3) 50000 0 BOSTON OPPORTUNITY AGENDA THE EDUCATION TRUST 1501 K STREET NW SUITE 200 WASHINGTON DC 20005 521982223 501(C)(3) 50000 0 DEEPENING AND EXPANDING THE WORK OF THE MASSACHUSETTS EDUCATION EQUITY PARTNERSHIP THE EDUCATION TRUST 1501 K STREET NW SUITE 200 WASHINGTON DC 20005 521982223 501(C)(3) 40000 0 PARTNERSHIPS, COALITIONS AND MOVEMENTS THE FOUNDATION CENTER DBA CANDID 32 OLD SLIP 24TH FLOOR NEW YORK NY 10005 131837418 501(C)(3) 9000 0 GENERAL PROGRAM FUNDING THE LATINA CIRCLE INC 200 PORTLAND STWEWORK SUITE 500 BOSTON MA 02114 824167948 501(C)(3) 25000 0 ALX100 HONOREE RECEPTION THE LINKS FOUNDATION INCORPORATED PO BOX 27183 RICHMOND VA 23261 521170830 501(C)(3) 10000 0 YOUNG ACHIEVERS THE ROOT SOCIAL JUSTICE CENTER 28 WILLIAMS STREET BRATTLEBORO VT 05301 821917956 501(C)(3) 102000 0 AMPLIFYING YOUTH VOICES THE SANDRA FEINSTEIN-GAMM THEATRE 1245 JEFFERSON BLVD WARWICK RI 02886 222797284 501(C)(3) 10000 0 PAWTUCKET LITERACY LEARNING RESIDENCIES THE TEACHERS' LOUNGE 208 POPLAR STREET BOSTON MA 02131 842578468 501(C)(3) 102000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR THE TEACHERS' LOUNGE 208 POPLAR STREET BOSTON MA 02131 842578468 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR THE UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DR UNIT 3206 STORRS CT 06269 066070722 501(C)(3) 7500 0 WALLACE STEVENS POETRY PROGRAM THE WBUR GROUP - BOSTON UNIVERSITY 890 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 042103547 501(C)(3) 50000 0 WBUR CORE SUPPORT FOR EDUCATION PROGRAMMING '24 THE YOUNG PEOPLE'S PROJECT 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 640939004 501(C)(3) 102000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR THE YOUNG PEOPLE'S PROJECT 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 640939004 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR UNBOUNDED LEARNING INC PO BOX 69046 BALTIMORE MD 21264 475223320 501(C)(3) 200000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR UNITED WAY OF MASSACHUSETTS BAY AND MERRIMACK VALLEY 51 SLEEPER STREET BOSTON MA 02210 042382233 501(C)(3) 10000 0 ASSET FRAMING EVENT (BOSTON ED FUNDERS) UNIVERSITY OF MASSACHUSETTS FOUNDATION ONE BEACON ST 31ST FL BOSTON MA 02108 046013152 501(C)(3) 6000 0 CAMP SHRIVER URBAN COMMUNITY ALLIANCE 446 BLAKE ST NEW HAVEN CT 06515 061324343 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR VIETNAMESE AMERICAN INITIATIVE FOR DEVELOPMENT INC 42 CHARLES STREET SUITE E DORCHESTER MA 02122 043289039 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR VOICE VISION VALUE FOUNDATION FOR LOUISIANA 2022 ST BERNARD AVE SUITE 122B NEW ORLEANS LA 70116 203399944 501(C)(3) 100000 0 SPONSORING EXECUTIVE LEADERSHIP EXPERIENCES FOR BIPOC LEADERS WABANAKI YOUTH IN SCIENCE P O BOX 215 OLD TOWN ME 04468 475239057 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR WATTSNATURAL TUTORING 10 DAVOL SQ SUITE 100 PROVIDENCE RI 02903 862137953 501(C)(3) 25000 0 WATTSNATURAL TUTORING WOMEN ENCOURAGING EMPOWERMENT INC HARBORCOV INC 50 WALNUT STREET REVERE MA 02151 043286531 501(C)(3) 107000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR WOMEN ENCOURAGING EMPOWERMENT INC HARBORCOV INC 50 WALNUT STREET REVERE MA 02151 043286531 501(C)(3) 12000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR WORCESTER EDUCATION COLLABORATIVE UNITED WAY OF CENTRAL MASSACHUSETTS 484 MAIN STREET SUITE 300 WORCESTER MA 01608 042104017 501(C)(3) 75000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR WORCESTER STATE UNIVERSITY FOUNDATION 486 CHANDLER STREET WORCESTER MA 01602 223248067 501(C)(3) 102000 0 PARTNERSHIPS, COALITIONS AND MOVEMENTS WOPANAAK LANGUAGE AND CULTURAL WEETYOO INC PO BOX 2221 MASHPEE MA 02649 412221825 501(C)(3) 12000 0 AMPLIFYING YOUTH VOICES XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE NEW ORLEANS LA 70125 720635884 501(C)(3) 15000 0 GIVE LOVE XAVIER YOUTH IN ACTION INC 672 BROAD ST PROVIDENCE RI 02907 050495230 501(C)(3) 102000 0 AMPLIFYING YOUTH VOICES YOUTH IN ACTION INC 672 BROAD ST PROVIDENCE RI 02907 050495230 501(C)(3) 40000 0 SUPPORTING COMMUNITY-SCHOOL PARTNERSHIPS YOUTHBUILD PREPARATORY ACADEMY 217 WESTMINSTER STREET 3RD FLOOR PROVIDENCE RI 02903 813957029 501(C)(3) 50000 0 OPERATING SUPPORT 234 0 PART I, LINE 2: AS PART OF THE GRANT AGREEMENT, THE GRANTEE IS REQUIRED TO SUBMIT A PROGRESS REPORT AND A FINAL REPORT TO THE FOUNDATION. DEPENDING ON THE SIZE AND COMPLEXITY OF THE GRANT, THE GRANTEE WOULD SUBMIT A NARRATIVE AND BUDGET SPENT TO DATE WITH THE PROGRESS AND FINAL REPORTS. THE REPORTS INCLUDE NARRATIVES TO REPORT QUESTIONS INCLUDING THE MEASURABLE PROGRESS OF THE ORIGINAL GOALS AND OBJECTIVES OF THE GRANT. X X X X X 1 0 0 0 0 0 0 0 1 1 GISLAINE NGOUNOU INTERIM PRES & CEO (UNTIL 1/17/23) 30738 0 0 0 467363 0 1849 0 829 0 500779 0 0 0 MICHAEL CAREY INTERIM CEO & TREAS. (UNTIL 7/9/23) 326464 0 0 0 0 0 50319 0 20333 0 397116 0 0 0 JESSICA SPOHN INTERIM PRESIDENT (UNTIL 7/9/23) 295885 0 0 0 0 0 48530 0 20333 0 364748 0 0 0 DR GISELE SHORTER PRESIDENT & CEO 285301 0 0 0 0 0 23820 0 4635 0 313756 0 0 0 DELIA ARELLANO-WEDDLETON DIR. OF ENGAGEMENT & PARTNERHIPS 214122 0 0 0 0 0 32554 0 20333 0 267009 0 0 0 MARCOS POPOVICH PROGRAM DIRECTOR, GRANTMAKING 170352 0 0 0 0 0 24901 0 28416 0 223669 0 0 0 NINA CULBERSTON PROGRAM DIR, LEARNING/RESEARCH/EVAL 156896 0 0 0 0 0 22288 0 28416 0 207600 0 0 0 PAUL MARSH IT MANAGER 165585 0 0 0 0 0 23385 0 10240 0 199210 0 0 0 ELLEN WANG SR. PROGRAM & EQUITY OFFICER 173828 0 0 0 0 0 25008 0 0 0 198836 0 0 0 PAMELA WHITE CLERK 123368 0 0 0 0 0 16811 0 10240 0 150419 0 0 0 NICHOLAS C DONOHUE FORMER PRESIDENT & CEO 0 0 0 0 143576 0 0 0 0 0 143576 0 0 0 PART I, LINE 4A THE EXECUTIVE COMMITTEE RECOMMENDED AND THE BOARD APPROVED SEVERANCE COMPENSATION FOR NICHOLAS DONAHUE, BASED UPON A LONGSTANDING CONTRACTUAL EMPLOYMENT AGREEMENT WITH THE FOUNDATION. THE COMPENSATION WAS GRANTED IN CONNECTION WITH THE TERMINATION OF HIS EMPLOYMENT EFFECTIVE AS OF MAY 31, 2021. DURING 2023, $143,576 WAS PAID IN CONNECTION WITH THIS ARRANGEMENT. THE PAYMENT OF $143,576 IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). NO FURTHER PAYMENTS WILL BE MADE. THE BOARD OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" IN MAKING ITS DETERMINATION THAT TOTAL COMPENSATION WAS REASONABLE. THE EXECUTIVE COMMITTEE APPROVED SEVERANCE COMPENSATION FOR GISLAINE NGOUNOU PURSUANT TO A WRITTEN AGREEMENT IN CONNECTION WITH SEPARATION OF EMPLOYMENT FROM THE FOUNDATION. DURING 2023, $467,363 WAS PAID IN CONNECTION WITH THIS ARRANGEMENT AND NO FURTHER PAYMENTS WILL BE MADE. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). THE BOARD OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" IN MAKING ITS DETERMINATION THAT TOTAL COMPENSATION WAS REASONABLE. PART I, LINE 8 COMPENSATION OF DR. GISELE SHORTER WAS PAID PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION PER IRS REGS. SECTION 53.4958-4(A)(3). DR. SHORTER BEGAN EMPLOYMENT WITH THE ORGANIZATION IN 2023. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - MANAGEMENT OF THE FOUNDATION PLAYED AN ACTIVE AND KEY ROLE IN THE PREPARATION AND REVIEW OF FORM 990. MANAGEMENT FORWARDED THE 990 INFORMATION TO THE FOUNDATION'S INDEPENDENT CPA FIRM, WHICH PREPARED AND REVIEWED THE FILING FOR COMPLETENESS, ACCURACY, AND FINALIZATION BEFORE FILING. THE FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND WAS PROVIDED TO THE FULL BOARD BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY REQUIRES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM FROM BOARD AND STAFF MEMBERS REGARDING OUTSIDE AFFILIATIONS AS A DIRECTOR, TRUSTEE OR OFFICER. THE POLICY REQUIRES DISCLOSURE OF ANY TRANSACTIONS, FINANCIAL ARRANGEMENT OR BUSINESS RELATIONSHIP EACH BOARD MEMBER, STAFF MEMBER AND OR FAMILY MEMBER MAY HAVE WITH THE FOUNDATION. UPON SUBMISSION OF THE CONFLICT DISCLOSURE FORM, A LISTING OF EACH BOARD AND STAFF MEMBER IS COMPILED ALONG WITH AFFILIATIONS. THE LIST IS MONITORED DURING THE YEAR FOR ANY UPDATES. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON TRANSACTIONS IN WHICH THE INDIVIDUAL OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY OR AN AFFILIATED ENTITY OF ANY SUCH PERSON HAS A FINANCIAL INTEREST. STAFF MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM THE GRANT MAKING PROCESS IF ANY SUCH AFFILIATION EXISTS. ANY POTENTIAL CONFLICTS ARE DETERMINED BY THE BOARD WHICH WILL IMPOSE RESTRICTIONS UPON AFFECTED PARTIES ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS CONSIDERS COMPARABILITY DATA, PROVIDED BY AN INDEPENDENT CONSULTANT, WHEN DETERMINING COMPENSATION FOR ALL STAFF MEMBERS AND THE BOARD OF DIRECTORS. DOCUMENTATION INCLUDING THE RELIED UPON COMPARABILITY DATA, DELIBERATION PROCESS, AND DECISIONS ARE INCLUDED IN BOARD MATERIALS AND ARE RECORDED IN COMMITTEE AND BOARD MINUTES. IN ALL CASES, COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 MANAGEMENT WILL PROVIDE UPON REQUEST GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY TO THE PUBLIC. CURRENTLY THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND TAX RETURNS APPEAR ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST.