2023-03-27T09:28:52-05:00 2022-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2021-07-01 760794873 EDVESTORS INC EDVE 6175855740 142 BERKELEY STREET 410 BOSTON MA 02116 MARINELL ROUSMANIERE PRESIDENT & CEO 6175855740 2023-03-21 1 MARINELL ROUSMANIERE XXX-XX-XXXX KATIE BELANGER CPA P01585213 5083669100 2023-03-21 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X MARINELL ROUSMANIERE 142 BERKELEY STREET 410 BOSTON MA 02116 6748542 0 X WWW.EDVESTORS.ORG X 2005 MA EDVESTORS IS A DYNAMIC SCHOOL CHANGE ORGANIZATION FOCUSED ON ACCELERATING SUBSTANTIVE IMPROVEMENT IN BOSTON SCHOOLS. 14 14 24 95 0 0 7333053 6181746 0 0 7723 -34155 0 478525 7340776 6626116 869610 957563 0 0 1668016 1754571 0 0 528059 2158667 2090591 4696293 4802725 2644483 1823391 6746466 7547722 1671098 648963 5075368 6898759 X EDVESTORS WAS FOUNDED IN 2002 AS A PLATFORM TO CONNECT BOSTON PHILANTHROPISTS WITH THE CITY'S PUBLIC SCHOOLS BY IDENTIFYING, SHAPING, AND MATCHING DONORS WITH PROMISING SCHOOL IMPROVEMENT EFFORTS. (SEE SCHEDULE O) 0 0 1224261 454400 BOSTON PUBLIC SCHOOLS ARTS EXPANSION - A MULTI-YEAR COLLABORATIVE EFFORT TO EXPAND EQUITABLE ACCESS TO QUALITY ARTS LEARNING EXPERIENCES FOR ALL STUDENTS IN BOSTON PUBLIC SCHOOLS (BPS). (CONTINUED ON SCHEDULE O) THIS PUBLIC-PRIVATE PARTNERSHIP INVOLVES A LARGE AND COORDINATED NETWORK OF PARTNERS, INCLUDING SCHOOLS, ARTS INSTITUTIONS, TEACHING ARTISTS, AND FUNDERS, AMONG OTHERS. AS A RESULT OF THIS PUBLIC-PRIVATE PARTNERSHIP, 17,000 MORE STUDENTS ANNUALLY RECEIVE ARTS EDUCATION AS COMPARED WITH MORE THAN A DECADE AGO AND OUR PRIVATE INVESTMENT HAS LEVERAGED A 5:1 RETURN OF INCREASED BPS DISTRICT BUDGET INVESTMENT FOR ARTS EDUCATION. EDVESTORS IS THE LEAD IMPLEMENTATION PARTNER FOR BPS ARTS EXPANSION. IN 2019, EDVESTORS PARTNERED WITH BLOOMBERG PHILANTHROPIES TO BRING THE BLOOMBERG ARTS INTERNSHIP TO BOSTON, PROVIDING HIGH SCHOOL STUDENTS WITH SUMMER INTERNSHIPS AT THE CITY'S FOREMOST CULTURAL INSTITUTIONS AND ORGANIZATIONS. 375592 115926 EDVESTORS' MATHEMATICS PROGRAM (ALSO KNOWN AS ZEROING IN ON MATH) HASA GOAL OF IMPROVING THE MATHEMATICS EDUCATIONAL EXPERIENCES ANDOUTCOMES OF STUDENTS IN BOSTON PUBLIC SCHOOLS, WITH A SPECIFIC AIM OFADVANCING EQUITY IN MATHEMATICS. (CONTINUED ON SCHEDULE O)THROUGH THIS WORK, TEACHERS, STUDENTS, AND ADMINISTRATORS ARE ENGAGED TO ADVANCE TEACHING, LEARNING, AND CURRICULAR IMPROVEMENTS. OVER THE YEARS, THIS PROGRAM AT EDVESTORS HAS WORKED WITH MORE THAN 20 BOSTON SCHOOLS AND OVER 160 TEACHERS. RESULTS HAVE SHOWN THAT STUDENTS HAVE BENEFITED WITH INCREASED ASSESSMENT OUTCOMES AND TEACHERS HAVE REPORTED GREATER COMPETENCIES IN TEACHING MATHEMATICS. MOVING FORWARD, EDVESTORS WILL BUILD ON THESE ACCOMPLISHMENTS WHILE WORKING TOWARD HAVING A SYSTEM-LEVEL IMPACT DRIVEN BY THE CONNECTEDNESS OF OUR SCHOOL-BASED WORK, DISTRICT-LEVEL PARTNERSHIPS, AND EXTERNAL COLLABORATIONS. 1621467 137237 CAREER PATHWAYS - AIMS TO ENSURE ALL STUDENTS CAN ACCESS HIGH QUALITY CAREER LEARNING AND PATHWAYS EXPERIENCES IN BOSTON'S PUBLIC HIGH SCHOOLS THAT EQUIP STUDENTS WITH THE ACADEMIC, TECHNICAL, AND SOCIAL FLUENCY TO THRIVE IN HIGH SCHOOL AND BEYOND. THROUGH THE CAREER PATHWAYS INITIATIVE, EDVESTORS HELPS HIGH SCHOOLS AND THE DISTRICT TO PLAN AND PROVIDE QUALITY CAREER EDUCATION EXPERIENCES FOR MORE BOSTON STUDENTS, ENABLING THEM TO DEVELOP THE SKILLS NEEDED TO IDENTIFY, NAVIGATE TOWARDS, AND REALIZE THEIR COLLEGE AND CAREER READINESS GOALS. IN 2020, EDVESTORS PARTNERED WITH JPMORGAN CHASE ON A FIVE-YEAR PROGRAM THAT WILL STRENGTHEN CAREER AND COLLEGE PREPARATIONS IN BOSTON'S PUBLIC SCHOOLS. 645810 250000 OTHER PROGRAM SERVICES INCLUDES THE SCHOOL ON THE MOVE PRIZE, SCHOOL SOLUTIONS SEED FUND, AND OTHER PROGRAMMATIC EXPENSES. THE SCHOOL ON THE MOVE PRIZE IS BOSTON'S PREMIER AWARD FOR BOSTON PUBLIC SCHOOLS. THE ANNUAL PRIZE INCLUDES A MONETARY AWARD TO ONE OF BPS' MOST RAPIDLY IMPROVING SCHOOLS, WITH SMALLER GRANTS TO THE TWO FINALISTS. THE PRIZE ALSO COMES WITH PUBLIC RECOGNITION AND THE OPPORTUNITY FOR THE WINNING SCHOOL TO DOCUMENT AND SHARE THEIR SUCCESSFUL IMPROVEMENT STRATEGIES TO INFORM THE WORK OF EDUCATORS. THROUGH THE RACIAL EQUITY SEED FUND, EDVESTORS MAKES SMALL INVESTMENTS IN UP TO 15 PROJECTS EACH YEAR TO PROVIDE SCHOOLS WITH THE OPPORTUNITY TO CREATE AN ACTION-BASED LEARNING COMMUNITY THAT IMPLEMENTS, TESTS, AND SCALES SOLUTIONS TO ADVANCE RACIAL EQUITY. INVESTING IN ON-THE-GROUND SOLUTIONS, IN PARTNERSHIP WITH OUR FUNDERS, IS AN ESSENTIAL PART OF EDVESTORS' APPROACH TO STRATEGIC PHILANTHROPY. 645810 250000 3867130 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MARINELL ROUSMANIERE 6175855740 142 BERKELEY STREET 410 BOSTON MA 02116 ANURADHA DESAI SENIOR VP, EXTERNAL AFFAIR 40.00 X 190216 0 21966 MARINELL ROUSMANIERE PRESIDENT & CEO 40.00 X 184962 0 18162 RUTH MERCADO-ZIZZO VP PROGRAMS & EQUITY 40.00 X 116077 0 28050 FRANCISCO MARRIOTT DIR., FINANCE & OPS. 40.00 X 76731 0 0 KATHERINE GROSS BOARD CHAIR 1.00 X X 0 0 0 FAITH PARKER VICE CHAIR 1.00 X X 0 0 0 KATHERINE S MCHUGH CLERK 1.00 X X 0 0 0 DAVID SIMON TREASURER 1.00 X X 0 0 0 WILLIAM SCHAWBEL BOARD MEMBER 1.00 X 0 0 0 RUTH ELLEN FITCH ESQ BOARD MEMBER (UNTIL 6/2022) 1.00 X 0 0 0 LORENA LOPERA BOARD MEMBER 1.00 X 0 0 0 MYRAN PARKER-BRASS BOARD MEMBER 1.00 X 0 0 0 MATTHEW LESNIAK BOARD MEMBER 1.00 X 0 0 0 JENNIFER LARSON-JOYCE BOARD MEMBER 1.00 X 0 0 0 JEAN-PHILLIP BRIGNOL BOARD MEMBER 1.00 X 0 0 0 CHRISTINE LETTS BOARD MEMBER 1.00 X 0 0 0 DR MARIA LUISA PARRA-VELASCO BOARD MEMBER 1.00 X 0 0 0 BRANDON CARDET-HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 ROBERT ZACCARDI BOARD MEMBER 1.00 X 0 0 0 567986 0 68178 3 0 1 0 0 6181746 8500 6181746 5641 5641 82630 122426 -39796 -39796 -39796 LEASE TERMINATION FEE 900001 478525 478525 478525 6626116 0 0 444370 940063 940063 17500 17500 329371 111763 161728 55880 1190884 751271 118132 321481 22480 12980 4169 5331 106880 60296 22475 24109 104956 60713 21250 22993 103688 85717 8627 9344 400156 345319 17192 37645 21528 9641 10556 1331 14501 13501 466 534 149513 117923 14736 16854 4276 2441 1793 42 87767 46536 14515 26716 10967 8650 1081 1236 PROGRAM SERVICES 1255186 1255186 ADMINISTRATIVE 20107 15521 1918 2668 COMMUNICATION 11781 9111 1125 1545 MEMBERSHIPS & SUBSCRIPT 11121 2998 7773 350 4802725 3867130 407536 528059 3199851 4184989 2092306 1914820 1363125 1337950 33758 100151 36799 26987 57426 9812 6746466 7547722 326914 291863 644184 357100 700000 1671098 648963 X 1512354 2438389 3563014 4460370 5075368 6898759 6746466 7547722 1823391 0 X X 0 1 X 1 0 X 3445792 3870766 2020856 7333053 6181746 22852213 3445792 3870766 2020856 7333053 6181746 22852213 10997720 11854493 1759 3946 9426 7723 5641 28495 478525 478525 23359233 0.50750 0.55340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23449 17938 5511 13350 9049 4301 9812 X 6643679 17563 17563 6626116 0 6626116 4820288 17563 17563 4802725 0 4802725 PART X, LINE 2: EDVESTORS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EDVESTORS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022 AND 2021. EDVESTORS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. 1 2ND ACT ORG INC PO BOX 51352 BOSTON MA 02205 222950758 8000 0 R14 SY22-23; 2ND ACT ORG, INC. - OSTIGUY HIGH ACTORS' SHAKESPEARE PROJECT INC 442 BUNKER HILL ST CHARLESTOWN MA 02129 200815685 21000 0 R14 SY22-23; ASP - BDEA, BINCA, BRIGHTON HIGH, DEARBORN STEM ART RESOURCE COLLABORATIVE FOR KIDS 36 BROMFIELD ST 301 BOSTON MA 02108 455442979 10000 0 ARCK - BLACKSTONE, GARDNER PILOT ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON MA 02127 043138434 10000 0 R14 SY22-23; AFH - EXCEL HIGH BALLET ROX 45 DANFORTH ST JAMAICA PLAIN MA 02130 043140205 16000 0 BALLETROX - CLAP, MATHER, P.A. SHAW, SNOWDEN INTERNATIONAL BOSTON COLLABORATIVE HIGH SCHOOL 215 DORCHESTER STREET BOSTON MA 02127 222514422 12800 0 CP PLANNING GRANT BOSTON EDUCATION FUND 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 RACIAL EQUITY SEED FUND: BLACKSTONE BOSTON EDUCATION FUND 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 RACIAL EQUITY SEED FUND: BINCA BOSTON EDUCATION FUND 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 RACIAL EQUITY SEED FUND: GARDNER BOSTON EDUCATION FUND 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 RACIAL EQUITY SEED FUND: TROTTER BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 5950 0 MATH IS FOR EVERYONE - MENDELL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 6000 0 BEDF #27890; THOMAS A. EDISON K8 SCHOOL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 6000 0 MCKAY - ZUMIX BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 6000 0 R14 SY22-23; AND STILL WE RISE - BOSTON COLLABORATIVE HIGH BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 7500 0 BEDF #28240; CAREER PATHWAYS IDEAL - EXCEL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 9500 0 MATH IS FOR EVERYONE - TECHBOSTON BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 9600 0 MATH IS FOR EVERYONE - MATHER BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 9750 0 MATH SEEK GRANT HENDERSON BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 FUND #38530; CAREER PATHWAYS PLANNING - GREATER EGLESTON HIGH SCHOOL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 BEDF #38370; CAREER PATHWAYS IDEAL - BATA BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 BEDF #24410; CAREER PATHWAYS FOCAL - BURKE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 BEDF #24410; CAREER PATHWAYS IDEAL - BURKE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 10000 0 MATH SEEK GRANT MADISON PARK BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 10500 0 BEDF #33060; MAKING MUSIC MATTERS - MOZART, OHRENBERGER, JOHN D PHILBRICK BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 12000 0 MATH IS FOR EVERYONE - BATA BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 12000 0 MATH IS FOR EVERYONE - ENGLISH HS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 12000 0 MATH IS FOR EVERYONE - MADISON PARK BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 30000 0 BEDF #29510; PJ KENNEDY SOM 2021 FINALIST BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 7 PALMER STREET BOSTON MA 02119 222514425 80000 0 BEDF #4601119888; OTIS ELEM. SOM 2021 WINNER BOSTON GREEN ACADEMY FOUNDATION INC 20 WARREN ST BRIGHTON MA 02135 464779019 10000 0 CAREER PATHWAYS FOCAL - BGA BOSTON MUSIC PROJECT PO BOX 180772 BOSTON MA 02118 474232704 6000 0 R13 SY22-23; 2ND YEAR W/JQES BOSTON MUSIC PROJECT PO BOX 180772 BOSTON MA 02118 474232704 15000 0 R14 SY22-23; BOSTON MUSIC PROJECT - CLAP, MCKINLEY BOSTON PLAN FOR EXCELLENCE 67 KEMBLE ST SUITE 25 ROXBURY MA 02119 813213571 10000 0 FOCAL + PLANNING CP GRANT - DEARBORN STEM ACADEMY 21-22 BRIGHTER BOSTON 115 ELIOT STREET CHESTNUT HILL MA 02467 464849043 7000 0 CAREER PATHWAYS IDEAL - BDEA & BRIGHTER BOSTON BRIGHTON HIGH SCHOOL 25 WARREN STREET BRIGHTON MA 02135 222514422 10000 0 CP PLANNING GRANT CENTER FOR COLLABORATIVE EDUCATION 33 HARRISON AVENUE BOSTON MA 02111 043241676 10000 0 RACIAL EQUITY SEED FUND: NEW MISSION HS CENTER FOR COLLABORATIVE EDUCATION 33 HARRISON AVENUE BOSTON MA 02111 043241676 12000 0 MATH IS FOR EVERYONE - NEW MISSION HS COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVE BOSTON MA 02116 042437973 25000 0 CMCB - ADAMS ELEMENTARY, HARVARD-KENT, CHARLES H TAYLOR SCHOOL COMPANY ONE 539 TREMONT STREET BOSTON MA 02116 043444644 8000 0 COMPANY ONE - GREATER EGLESTON HIGH, TECHBOSTON COMPANY ONE 539 TREMONT STREET BOSTON MA 02116 043444644 29000 0 COMPANY ONE - BATA, BURKE, BCLA CRISTO REY BOSTON HIGH SCHOOL INC 100 SAVIN HILL AVENUE DORCHESTER MA 02125 562438544 10000 0 RACIAL EQUITY SEED FUND: CRISTO REY EAST BOSTON HIGH SCHOOL 86 WHITE STREET BOSTON MA 02128 222514422 10000 0 CP PLANNING GRANT ELIOT SCHOOL OF FINE & APPLIED ARTS 24 ELIOT ST JAMAICA PLAIN MA 02130 042173050 25000 0 R13 SY22-23; 2ND YEAR ELIOT SCHOOL OF FINE & APPLIED ARTS 24 ELIOT ST JAMAICA PLAIN MA 02130 042173050 28000 0 R14 SY22-23; ELIOT SCHOOL - ELLISON PARKS, ENGLISH HIGH, GREATER EGLESTON, HAYNES ETM - MASSACHUSETTS INC 189 LONDON ST 1 BOSTON MA 02128 823001062 14000 0 R14 SY22-23; ETM MA - CHARLESTOWN, DUDLEY STREET, ELLIS FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 10000 0 RACIAL EQUITY SEED FUND: FENWAY HS FENWAY HIGH SCHOOL FUND 67 ALLEGHANY STREET BOSTON MA 02120 046719813 12000 0 MATH IS FOR EVERYONE - FENWAY HS FRACTURED ATLAS PO BOX 55 HARTSDALE NY 10530 113451703 26000 0 R14 SY22-23; I LEARN AMERICA - BINCA HORACE MANN, MARGARITA MUNIZ, UMANA HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 042126598 14000 0 R14 SY22-23; HANDEL + HAYDN - HURLEY, MASON PILOT, PERKINS, WINSHIP HUNTINGTON THEATER COMPANY 264 HUNTINGTON AVE 4606 BOSTON MA 02115 222659560 7000 0 R14 SY22-23; HUNTINGTON - ACC, HENDERSON, O'BRYANT LYRIC STAGE COMPANY OF BOSTON INC 140 CLARENDON ST BOSTON MA 02116 237346311 14000 0 R14 SY22-23; LYRIC STAGE - HALE, MCKINLEY, TYNAN MADISON PARK CAREER TECH FOUNDATION 38 ALDWORTH STREET BOSTON MA 02130 852538003 10000 0 CAREER PATHWAYS IDEAL - MPHS MARGARITA MUNIZ ACADEMY 20 CHILD STREET JAMAICA PLAIN MA 02130 800827704 10000 0 CP PLANNING GRANT MARGARITA MUNIZ ACADEMY FOUNDATION 20 CHILD STREET JAMAICA PLAIN MA 02130 800827704 9937 0 CAREER PATHWAYS IDEAL - MUNIZ MARGARITA MUNIZ ACADEMY FOUNDATION 20 CHILD STREET JAMAICA PLAIN MA 02130 800827704 12000 0 MATH IS FOR EVERYONE - MUNIZ ACADEMY MASS POETRY OUTREACH PROJECT 15 CHANNEL CENTER STREET BOSTON MA 02110 270584283 9000 0 MASS POETRY - EMK, NEW MISSION, QUINCY UPPER, UMANA MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON STREET 2ND FLOOR BOSTON MA 02111 042488456 10000 0 RACIAL EQUITY SEED FUND: MAC NORTH END MUSIC AND PERFORMING ARTS CTR 50 TILESTON STREET BOSTON MA 02113 043545228 7000 0 R14 SY22-23; NEMPAC - BLA, WARREN-PRESCOTT OPEN DOOR ARTS 89 SOUTH ST 101 BOSTON MA 02111 042699540 24000 0 R13 SY22-23; 2ND YEAR PARTNERS FOR YOUTH WITH DISABILITIES 5 MIDDLESEX AVENUE SUITE 307 SOMERVILLE MA 02145 222627798 10000 0 RACIAL EQUITY SEED FUND: PYD REHEARSAL FOR LIFE INC 670 CENTRE ST SUITE 8 JAMAICA PLAIN MA 02130 042786576 6000 0 R14 SY22-23; REHEARSAL FOR LIFE - BTU THE CENTER FOR COLLABORATIVE EDUCATION 33 HARRISON AVENUE BOSTON MA 02111 043241676 30000 0 NEW MISSION HS SOM 2021 FINALIST THE CHICA PROJECT 1266 FURNACE BROOK PARKWAY SUITE 410 QUINCY MA 02169 453866647 10000 0 RACIAL EQUITY SEED FUND: CHICA PROJECT TIMOTHY SMITH NETWORK 20 EUSTIS STREET ROXBURY MA 02119 562339680 10000 0 RACIAL EQUITY SEED FUND: TSN TRANSFORMATIVE CULTURE PROJECT 100R WARREN ST ROXBURY MA 02119 800214659 5500 0 R14 SY22-23; TRANSFORMATIVE CULTURE PROJECT - COMMUNITY ACADEMY VERONICA ROBLES CULTURAL CENTER 282 MERIDIAN STREET BOSTON MA 02128 813595731 7200 0 R13 SY22-23; 2ND YEAR W/HUMANO WARREN-PRESCOTT FOUNDATION INC 50 SCHOOL STREET CHARLESTOWN MA 02129 201745447 7500 0 WARREN PRESCOTT - BOSTON CONSERVATORY AT BERKLEE YOUNG AUDIENCES OF MASSACHUSETTS 89 SOUTH STREET 603 BOSTON MA 02111 046065276 15000 0 R14 SY22-23; YAMA - ELLIS, NEW MISSION, RUSSELL ZUMIX 260 SUMNER ST EAST BOSTON MA 02128 043132674 11000 0 R14 SY22-23; ZUMIX - EAST BOSTON HIGH SCHOOL, BRADLEY ELEMENTARY, MCKAY K-8 42 INDIVIDUAL ARTS EDUCATOR GRANT 35 17500 FORM 990, PART IX, LINE 1: EDVESTORS MONITORS THE USE OF GRANTS IN DIFFERENT WAYS FOR EACH PROGRAM AREA. FOR SEED FUND LEARNING GRANTS, RECIPIENTS SUBMIT A PROJECT-END REPORT IN MAY. FOR ONE-YEAR GRANTS THROUGH THE BPS ARTS EXPANSION, A PRELIMINARY REPORT IS DUE IN NOVEMBER AND A FINAL REPORT DUE IN JUNE. FOR TWO-YEAR GRANTS THROUGH THE BPS ARTS EXPANSION, A PRELIMINARY REPORT IS DUE IN JUNE AND A FINAL REPORT DUE THE FOLLOWING JUNE. FOR ANY ARTS GRANT, MONITORING MAY ALSO INCLUDE SITE VISITS BY DONORS AND EDVESTORS STAFF MEMBER. ONE-YEAR ZEROING-IN-ON-MATH AND CAREER TECHNOLOGY & EDUCATION GRANT RECIPIENTS RECEIVE ONGOING SUPPORT AND SUBMIT A YEAR-END REPORT IN JUNE. X X X 0 0 0 0 0 0 0 0 0 ANURADHA DESAI SENIOR VP, EXTERNAL AFFAIR 190216 0 0 0 0 0 4551 0 17415 0 212182 0 0 0 MARINELL ROUSMANIERE PRESIDENT & CEO 184962 0 0 0 0 0 2852 0 15310 0 203124 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2 3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: EDVESTORS' MISSION IS TO ADVANCE EQUITABLE, MEANINGFUL EDUCATION THAT PREPARES EVERY BOSTON STUDENT TO ACTIVATE THEIR POWER AND SHAPE THEIR FUTURE. THE ORGANIZATION DRIVES TOWARD ITS MISSION BY 1) ACTIVATING PEOPLE AND RESOURCES, 2) LEARNING AND ITERATING IN CONTEXT, AND 3) INFLUENCING SYSTEM CHANGE. EDVESTORS BELIEVES THAT CONTINUOUSLY ATTENDING TO ALL THREE DRIVERS ENSURES ITS PROGRAMS AND INITIATIVES (THE SCHOOL ON THE MOVE PRIZE, SCHOOL SOLUTIONS SEED FUND, BOSTON PUBLIC SCHOOLS ARTS EXPANSION, ZEROING IN ON MATH, AND CAREER PATHWAYS) WILL CREATE IMPACT. THE RELATIONSHIPS EDVESTORS HAS BUILT AND THEIR TRACK RECORD OF EFFECTIVENESS HAS SOLIDIFIED THEIR CRITICAL ROLE AS A TRUSTED PARTNER AND THOUGHT LEADER IN BOSTON. THE ORGANIZATION'S POSITION GRANTS THEM ACCESS TO THE DECISION MAKERS IMPACTING BOSTON SCHOOLS AND STUDENTS, ENABLING THEM TO ADVOCATE FOR SYSTEM-WIDE CHANGE. THE ORGANIZATION FOCUSES ITS WORK IN BOSTON PUBLIC SCHOOLS AND SINCE ITS FOUNDING IN 2002, HAS RAISED AND INVESTED OVER $38 MILLION IN THE CITY'S SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL HAVE THE OPPORTUNITY TO REVIEW THE FORM 990. THE FORM 990 WILL THEN BE SHARED WITH ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD OFFICERS AND MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. A CONFLICT OF INTEREST FORM WILL BE UPDATED BY EACH BOARD MEMBER AND SUBMITTED TO EDVESTORS MANAGEMENT, IN ADVANCE OF THE ANNUAL MEETING EACH SEPTEMBER AND THROUGHOUT THE YEAR AS NEW MEMBERS JOIN THE GOVERNING BOARD. MEMBERS ARE REQUIRED TO INFORM THE BOARD CHAIR OF ANY POTENTIAL CONFLICTS AND NEED TO RECUSE THEMSELVES FROM VOTING ON ANY ACTION ITEMS FOR WHICH THEY HAVE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING CEO AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY CEO FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR CEO WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 EDVESTORS MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. IN ADDITION, ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS DIVISION OF CHARITIES AND ARE AVAILABLE FOR PUBLIC VIEWING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. NO CHANGES HAVE BEEN MADE TO THIS PROCESS FROM THE PRIOR YEARS. FORM 990, PART 1, LINE 19: BALANCE OF ORGANIZATION EXPENSES ARE COVERED BY MULTI-YEAR PLEDGES RECEIVED IN PRIOR FISCAL YEARS.