2023-11-15T16:02:15-06:00 2022-12-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-01-01 042755323 NELLIE MAE EDUCATION FOUNDATION INC NELL 7813484200 1250 HANCOCK STREET 701N QUINCY MA 02169 MICHAEL CAREY VP FOR FINAN & ADMIN/TREASURER 7813484200 2023-11-15 1 MICHAEL CAREY 999009999 0 CRAIG KLEIN P00734664 6177610600 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL CAREY 1250 HANCOCK STREET 701N QUINCY MA 02169 292272748 0 X WWW.NMEFOUNDATION.ORG X 1998 MA TO CHAMPION EFFORTS THAT PRIORITIZE COMMUNITY GOALS THAT CHALLENGE RACIAL INEQUITIES AND ADVANCE EXCELLENT, STUDENT-CENTERED PUBLIC EDUCATION FOR ALL NEW ENGLAND YOUTH. 14 14 24 0 300515 0 100000 700000 0 0 94484276 22548571 0 0 94584276 23248571 14455349 17813997 0 0 5311401 4687634 0 0 0 3522651 3826133 23289401 26327764 71294875 -3079193 585493964 483194914 17222833 14080549 568271131 469114365 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 21993799 17813997 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 AND COMBATTING ANTI-BLACK STRUCTURAL RACISM. 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 EDUCATIONAL ORGANIZATIONS LED BY PEOPLE OF COLOR: ORGANIZATIONS LED BY PEOPLE OF COLOR ARE IN THE BEST POSITION TO ORGANIZE AND LIFT UP THE INVALUABLE VOICES OF 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, SUCH AS: IMPLEMENTING CULTURALY 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, IN TURN SUPPORTING YOUNG PEOPLE TO PARTICIPATE IN MORE RACIALLY JUST PUBLIC EDUCATION SYSTEMS. THE FOUNDATION DISTRIBUTED $4.7 MILLION TO EDUCATIONAL ORGANIZATIONS LED BY PEOPLE OF COLOR.AMPLYFYING YOUTH VOICE & LEADERSHIP EDUCATIONAL ORGANIZATIONS:YOUTH - PARTICULARLY YOUTH OF COLOR - DIRECTLY EXPERIENCE EDUCATIONAL INEQUITIES, BUT THEIR INPUT 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 CAN ACHIEVE INCREASED IMPACT BY PURSUING SIMILAR GOALS IN COLLOBORATION 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 FOUNDATION SUPPORTS CAPACITY OF INDIVIDUAL YOUTH ORGANIZING GROUPS WHILE 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. THE FOUNDATION DISTRIBUTED $3.2 MILLION TO SEVERAL EDUCATIONAL ORGANIZATIONS TO AMPLIFY YOUTH VOICE AND BECOME PART OF THE DECISIONS THAT AFFECT THEIR FUTURE.ADVANCING EDUCATIONAL COMMUNITY-SCHOOL PARTNERSHIPS:WHEN SCHOOLS WORK IN PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS, STUDENTS ARE BETTER POSITIONED TO RECEIVE THE COMMUNITY SUPPORTS THEY NEED TO THRIVE. WE KNOW 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. THE FOUNDATION DISTRIBUTED $3.8 MILLION TO SEVERAL EDUCATIONAL ORGANIZATIONS TO BEGIN PARTNERHIPS EFFORTS.STRENGTHENING EDUCATIONAL PARTNERSHIPS AND MOVEMENT BUILDING: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 EDUCATIONAL PARTNERSHIPS, MOVEMENTS, AND COALITIONS THAT ARE LOOKING TO IDENTIFY AND DISMANTLE STATE AND FEDERAL POLICY BARRIES TO ADVANCING 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 ADVANCE A SHARED VISION FOR EQUITY ON MULTIPLE LEVELS. OUR STRENGTHENING PARTNERSHIPS AND MOVEMENT BUILDING FUND IS COMPRISED OF THREE SUB-FUNDS: 1). ADVOCACY 2). COALITIONS AND 3). PARTNERSHIPS. THE FOUNDATION DISTRIBUTED $3.0 MILLION TO BUILD STATE AND NATIONAL EDUCATIONAL PARTNERSHIPS, COALITIONS, AND MOVEMENT BUILDING.THE FOUNDATION DISTRIBUTED $3.1 MILLION TO EDUCATIONAL ORGANIZATIONS SUPPORTING WORK BOTH INSIDE AND OUTSIDE OF THE FOUR CORE FUNDS. 21993799 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 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 24 1 1 1 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 MICHAEL CAREY 7813484271 1250 HANCOCK STREET 701N QUINCY MA 02169 PRABAL CHAKRABARTI DIRECTOR 2.00 X 0 0 0 BETTY FRANSISCO DIRECTOR 2.00 X 24000 0 0 GREGORY GUNN DIRECTOR 3.00 X 39000 0 0 ELIZABETH HILPMAN DIRECTOR 2.00 X 24000 0 0 JOHN JACKSON DIRECTOR 2.00 X 20000 0 0 DEBORAH JEWELL-SHERMAN DIRECTOR 1.00 X 20000 0 0 STEPHEN KOSSAKOSKI DIRECTOR (UNTIL 9/30/22) 2.00 X 15000 0 0 ELSA NUNEZ DIRECTOR 3.00 X 24000 0 0 CHRISTINA JIMENEZ MORET DIRECTOR 1.00 X 24000 0 0 COLLEEN QUINT DIRECTOR 3.00 X 24000 0 0 JOHN REMONDI DIRECTOR 2.00 X 20000 0 0 WARREN SIMMONS DIRECTOR 2.00 X 27667 0 0 DANIA VAZQUEZ DIRECTOR 2.00 X 20000 0 0 NICHOLAS WARREN DIRECTOR 2.00 X 20000 0 0 MISHONE DONELSON DIRECTOR 2.00 X 20000 0 0 MICHAEL CAREY VP FOR FINANCE & ADMIN, TREASURER 40.00 X 306698 0 67196 PAMELA WHITE CLERK 40.00 X 117296 0 26255 GISLAINE NGOUNOU INTERIM PRESIDENT & CEO 40.00 X 466494 0 57876 JESSICA SPOHN DIRECTOR OF GRANTMAKING 40.00 X 227911 0 56369 DELIA ARELLANO-WEDDLETON DIR. OF ENGAGEMENT & PARTNERSHIPS 40.00 X 203378 0 51962 PAUL MARSH IT MANAGER 40.00 X 158585 0 33216 MARCOS POPOVICH PROGRAM DIRECTOR, GRANTMAKING 40.00 X 149376 0 49365 NINA CULBERSTON PROGRAM DIR, LEARNING/RESEARCH/EVAL 40.00 X 156139 0 50768 NICHOLAS C DONOHUE FORMER PRESIDENT & CEO 0.00 X 530748 0 25429 2638292 0 418436 13 1 1 0 UBUNTO RESEARCH & EVALUATION 1345 N JEFFERSON ST STE 515 MILWAUKEE WI 53202 EVALUATION CONSULTANT 487350 PRIME BUCHHOLZ & ASSOCIATES 273 CORPORATE DRIVE PORTSMOUTH NH 03801 INVESTMENT CONSULTANT 220839 AB PARTNERS PO BOX 341 MAPLEWOOD NJ 07040 COMMUNICATIONS CONSULTANT 171061 DIVERSIFIED SEARCH 2005 MARKET STREET 33RD FLOOR PHILADELPHIA PA 19103 SEARCH CONSULTANT 106000 4 700000 700000 3153587 300515 2853072 288419161 269024177 19394984 19394984 19394984 23248571 0 300515 22248056 17813997 17813997 1905704 454910 1450794 2033568 1483670 549898 282440 185056 97384 260570 174451 86119 205352 117029 88323 56905 56905 85860 85860 66000 66000 1127740 1127740 1500143 1138504 361639 82219 48301 33918 143404 74418 68986 297405 174160 123245 74851 58302 16549 230126 134762 95364 53867 31544 22323 REGIONAL ASSOCIATIONS 98235 98235 PROF. DVLPMT/MEMBERSHIP 9378 6460 2918 26327764 21993799 4333965 0 227497 974961 424011 1017499 2622594 2149255 641985 473339 194142360 175859301 390058111 304869814 585493964 483194914 1795569 2301895 15427264 11778654 17222833 14080549 X 568271131 469114365 568271131 469114365 585493964 483194914 -3079193 -96077573 0 X 0 1 X 1 0 X X 396 SEE PART VI 000000000 7 0 17813997 0 396 17813997 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 2022 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 518054 211096 1111968 925600 186368 781476 705601 75875 473339 DOMESTIC EQUITY 69681087 F FOREIGN EQUITY 42805017 F INVESTMENT FUND - DISTRESSED CREDIT 34301785 F INVESTMENT FUND - FIXED INCOME 10757076 F INVESTMENT FUND - LONG/SHORT EQUITY 20531281 F INVESTMENT FUND - MULTI-STRATEGY 44647489 F REAL ESTATE FUND 13472059 F DIRECT REAL ASSET - TIMBER 49292 F PRIVATE COMMODITY 6241590 F NATURAL RESOURCES FUND OF FUNDS 748588 F PRIVATE EQUITY 42141670 F GLOBAL EQUITY 19492880 F 304869814 X -73956742 -96077573 -96077573 22120831 1127740 1127740 23248571 25200024 0 25200024 1127740 1127740 26327764 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 48005343 0 0 0 0 0 0 48005343 0 48005343 1 0 1 1 1 0 PART III ACCOUNTING METHOD: 1 MANCHESTER PUBLIC SCHOOLS 45 N SCHOOL STREET MANCHESTER CT 06042 066001633 PUBLIC SCHOOL 900000 0 ADVANCING COMMUNITY-SCHOOL PARTNERSHIPS PIONEER VALLEY PROJECT INC 45 MAPLE STREET SPRINGFIELD MA 01105 043343623 501(C)(3) 900000 0 ADVANCING COMMUNITY-SCHOOL PARTNERSHIPS WORCESTER EDUCATION COLLABORATIVE (UNITED WAY OF CENTRAL MASSACHUSETTS) 484 MAIN STREET SUITE 300 WORCESTER MA 01608 042104017 501(C)(3) 900000 0 ADVANCING COMMUNITY-SCHOOL PARTNERSHIPS ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 545000 0 SUPPORT YOUTH LEADERSHIP INSTITUTE AND NEYON MEMBERSHIP ORGANZATIONS BELOVED COMMUNITY 3157 GENTILLY BLVD 176 NEW ORLEANS LA 70122 813388287 501(C)(3) 375719 0 TECHNICAL ASSISTANCE PROVIDER FOR ORGANIZATIONS LED BY PEOPLE OF COLOR ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 367000 0 SUPPORT AMPLIFYING YOUTH VOICE & LEADERSHIP TECHNICAL ASSISTANCE AND INFLATION SUPPORT CENTER FOR LEADERSHIP AND EDUCATIONAL EQUITY PO BOX 9259 PROVIDENCE RI 02940 271863010 501(C)(3) 349812 0 CLEE FACILITATION OF ACSP LEARNING COMMUNITY PARENT VILLAGES 393 BELMONT AVENUE UNIT 81241 SPRINGFIELD MA 01138 833840814 501(C)(3) 312000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR SAVE GIRLS ON FYER INC 276 HIGHLAND AVE WATERBURY CT 06708 462376450 501(C)(3) 312000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR BOSTON CHINATOWN NEIGHBORHOOD CENTER INC 38 ASH STREET BOSTON MA 02111 237209691 501(C)(3) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION 465 SCHOOL STREET LOWELL MA 01851 222553560 501(C)(3) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR CHARLES HOUSTON CULTURAL PROJECT INCBLACK EXCELLENCE ACADEMY 115 BEECHING STREET WORCESTER MA 01602 043338778 501(C)(3) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR COLLABORATIVE PARENT LEADERSHIP ACTION NETWORK (HEALTH RESOURCES IN ACTION C/O HEALTH RESOURCES IN ACTION 2 BOYLSTON ST 4TH FLOOR BOSTON MA 02116 042229839 501(C)(3) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR FRIENDS AND MENTORS INC 39 ORCHARD AVENUE BROCKTON MA 02301 822395095 501(C)(3) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR QUINCY ASIAN RESOURCES INC 1509 HANCOCK STREET SUITE 209 QUINCY MA 02169 010556446 501(C)(3) 300000 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) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP 100 N ELM STREET 2ND FLOOR WATERBURY CT 06702 060646634 501(C)(3) 300000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR ABOLITIONIST TEACHING NETWORK 4203 HOMER AVE CINCINNATI OH 45227 852052580 501(C)(3) 250000 0 SERVING EDUCATORS DANBURY PUBLIC SCHOOLS (UNITED WAY OF WESTERN CONNECTICUT) 63 BEAVER BROOK ROAD DANBURY CT 068106211 PUBLIC SCHOOL 250000 0 ADVANCING COMMUNITY-SCHOOL PARTNERSHIPS HISPANIC COALITION OF GREATER WATERBURY 135 EAST LIBERTY ST WATERBURY CT 06706 061349937 501(C)(3) 250000 0 DIVERSIFYING THE EDUCATOR PIPELINE NATIONAL EQUITY PROJECT FORMERLY BAYCES 1720 BROADWAY SUITE 400 OAKLAND CA 94612 943222960 501(C)(3) 250000 0 SUPPORTS LEADERS TO TRANSFORM THEIR SYSTEMS TEACHING LAB PO BOX 73008 WASHINGTON DC 20056 813546317 501(C)(3) 250000 0 SUPPORTING EDUCATOR SERVING ORGANIZATIONS PALANTE RESTORATIVE JUSTICE PROGRAM (LIGHTHOUSE HOLYOKE) THE PALANTE RESTORATIVE JUSTICE PROGRAM HOLYOKE HIGH SCHOOL 500 BEE HOLYOKE MA 01040 046001393 501(C)(3) 216733 0 SUPPORT YOUTH ORGANIZING WORK ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10036 133615533 501(C)(3) 162000 0 PARTNERSHIP FOR THE FUTURE OF LEARNING AND INFLATION SUPPORT EMPOWER YOURSELF LTD EMPOWER YOURSELF LTD 47 ROCK MEADOW DRIVE BROCKTON MA 02301 274762141 501(C)(3) 150000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR PT PARTNERS (UNITED WAY COASTAL FAIRFIELD COUNTY INC) 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 060864341 501(C)(3) 150000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR RIVERA MEMORIAL FOUNDATION INC 186 CHERRY STREET WATERBURY CT 06702 061536766 501(C)(3) 150000 0 SUPPORTING ORGANIZATIONS LED BY PEOPLE OF COLOR SOUTH SHORE STARS INC 200 MIDDLE STREET EAST WEYMOUTH MA 02189 237097840 501(C)(3) 144999 0 ADVANCING EQUITABLE EDUCATION FOR BIPOC STUDENTS BY REDUCING SYSTEMIC BARRIERS TO ACADEMIC ACCESS AND OPPORTUNITIES RHODE ISLAND KIDS COUNT ONE UNION STATION PROVIDENCE RI 02903 061485449 501(C)(3) 125000 0 ADVOCACY COHORT BEND THE ARC 330 SEVENTH AVENUE NEW YORK NY 10001 521332694 501(C)(3) 112000 0 SUPPORTING AND GROWING YOUTH VOICE CITY WIDE YOUTH COALITION INC 928 CHAPEL STREET SUITE 201/202 NEW HAVEN CT 06510 061386638 501(C)(3) 112000 0 SUPPORTING AND GROWING YOUTH VOICE CONNECTICUT VOICES FOR CHILDREN 33 WHITNEY AVENUE NEW HAVEN CT 06510 061435280 501(C)(3) 112000 0 ADVOCACY COHORT YEAR 2 AND INFLATION SUPPORT CT BLACK AND BROWN STUDENT UNION (A BETTER WAY FOUNDATION) PO BOX 942 HARTFORD CT 06143 061576383 501(C)(3) 112000 0 COALITIONS YEAR 2 AND INFLATION SUPPORT HEARING YOUTH VOICES (A BETTER WAY FOUNDATION) P O BOX 615 NEW LONDON CT 06320 061576383 501(C)(3) 112000 0 HEARING YOUTH VOICES: AYVL GRANT YEAR 3 AND INFLATION SUPPORT MASSACHUSETTS BUDGET & POLICY CENTER ONE STATE STREET SUITE 1250 BOSTON MA 02109 042967537 501(C)(3) 112000 0 ADVOCACY COHORT - YEAR 2 AND INFLATION SUPPORT MASSACHUSETTS EDUCATION JUSTICE ALLIANCE - EDUCATION FUND (RESIST INC) 375 CENTRE STREET BOSTON MA 02130 042433182 501(C)(3) 112000 0 COALITIONS YEAR 2 AND INFLATION SUPPORT NATIONAL PUBLIC EDUCATION SUPPORT FUND 1425 K STREET NW SUITE 700 WASHINGTON DC 20005 263015634 501(C)(3) 112000 0 OPERATING GRANT AND INFLATION SUPPORT NH CENTER FOR JUSTICE AND EQUITY (FOUNDATION FOR HEALTHY COMMUNITIES) 125 AIRPORT ROAD CONCORD NH 03301 020275078 501(C)(3) 112000 0 OPERATING AND INFLATION SUPPORT PORTLAND OUTRIGHT (SOUTHERN MAINE WORKS' CENTER) 56 NORTH STREET SUITE 100 PORTLAND ME 04101 204982064 501(C)(3) 112000 0 SUPPORTING AND GROWING YOUTH VOICE REACHING HIGHER NH 40 N MAIN STREET SUITE 204 CONCORD NH 03301 474397833 501(C)(3) 112000 0 ADVOCACY COHORT - YEAR 2 AND INFLATION SUPPORT RESIST INC PO BOX 301240 BOSTON MA 02130 042433182 501(C)(3) 112000 0 SUPPORTING THE FIELD OF YOUTH ORGANIZING IN NEW HAMPSHIRE: YEAR 2 AND INFLATION SUPPORT ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 112000 0 OURSCHOOLS PVD ALLIANCE AND INFLATION SUPPORT STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) STUDENTS FOR EDUCATIONAL JUSTICE C/O WCC 1253 WHITNEY AVENUE HAMDEN CT 06517 814845924 501(C)(3) 112000 0 STUDENTS FOR EDUCATIONAL JUSTICE: AYVL GRANT YEAR 3 AND INFLATION SUPPORT REVERE YOUTH IN 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042433182 501(C)(3) 12000 0 INFLATION OPERATING SUPPORT THE ROOT SOCIAL JUSTICE CENTER 28 WILLIAMS STREET BRATTLEBORO VT 05301 821917956 501(C)(3) 12000 0 INFLATION OPERATING SUPPORT WORCESTER STATE UNIVERSITY FOUNDATION 486 CHANDLER STREET WORCESTER MA 01602 223248067 501(C)(3) 12000 0 INFLATION OPERATING SUPPORT YOUTH IN ACTION INC 672 BROAD ST PROVIDENCE RI 02907 050495230 501(C)(3) 12000 0 INFLATION OPERATING SUPPORT NORTH SHORE ALLIANCE OF GLBTQ YOUTH (NAGLY) 2 EAST INDIA SQUARE MALL 121 SALEM MA 01970 043399331 501(C)(3) 10793 0 QUEER OPEN STUDIOS YOUNG VOICES 204 WESTMINSTER STREET STE 2A PROVIDENCE RI 02903 432103674 501(C)(3) 10112 0 LGBTQ+ NETWORKING NIGHT ARC OF THE SOUTH SHORE 20 POND PARK RD HINGHAM MA 02043 042302069 501(C)(3) 10000 0 OPERATING SUPPORT ASIAN AMERICAN RESOURCE WORKSHOP 42 CHARLES STREET SUITE A DORCHESTER MA 02122 042707980 501(C)(3) 10000 0 AARW: OPERATING SUPPORT BERKSHIRE TACONIC COMMUNITY FOUNDATION INC 800 NORTH MAIN STREET SHEFFIELD MA 01257 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501(C)(3) 10000 0 GENERATIONS- AN EXPLORATION OF BLACK EDUCATION EXPERIENCES IN BOSTON-A MULTIGENERATIONAL CONFERENCE FOR BLACK BOSTONIANS HARVARD UNIVERSITY GRADUATE SCHOOL OF EDUCATION - PRESIDENT AND FELLOWS OF 13 APPIAN WAY CAMBRIDGE MA 02138 042103580 501(C)(3) 10000 0 STUDENT FINANCIAL SUPPORT HYDE SQUARE TASK FORCE INC 30 SUNNYSIDE STREET JAMAICA PLAIN MA 02130 043118543 501(C)(3) 10000 0 OPERATING SUPPORT KEENE PRIDE 411 WINCHESTER STREET SUITE 1 KEENE NH 03431 881146040 501(C)(3) 10000 0 KEENE PRIDE LEE ACADEMY PILOT SCHOOL (CENTER FOR COLLABORATIVE EDUCATION) 25 DUNBAR AVE BOSTON MA 02124 043241676 501(C)(3) 10000 0 LEE ACADEMY PILOT SCHOOL: OPERATING SUPPORT MASSACHUSETTS ADVOCATES FOR CHILDREN 25 KINGSTON STREET 2F BOSTON MA 02111 042488456 501(C)(3) 10000 0 OPERATING SUPPORT MILTON PUBLIC SCHOOLS 25 GILE RD MILTON MA 02186 046001228 PUBLIC SCHOOL 10000 0 DEIB OPERATING SUPPORT MISS PORTER'S SCHOOL 60 MAIN ST FARMINGTON CT 06032 060646786 501(C)(3) 10000 0 GENERAL SUPPORT NORTH AMERICAN COUNCIL FOR ONLINE LEARNING 1100 N GLEBE RD SUITE 1010 ARLINGTON VA 22201 200310109 501(C)(3) 10000 0 AURORA INSTITUTE ANNUAL SYMPOSIUM POLAND REGIONAL HIGH SCHOOL 1457 MAINE STREET POLAND ME 04274 264196919 PUBLIC SCHOOL 10000 0 PRHS OPPORTUNITY GRANT FUND QUEER YOUTH PROGRAM OF CONNECTICUT 433 FERN STREET WEST HARTFORD CT 06107 873403494 501(C)(3) 10000 0 OPERATING SUPPORT SALEM ACADEMY CHARTER SCHOOL FOUNDATION INC 45 CONGRESS ST SALEM MA 01970 830368169 501(C)(3) 10000 0 LGBTQ+ JOY THROUGH DRAG: SALEM ACADEMY'S FIRST ANNUAL COMMUNITY DRAG SHOW SAN ANTONIO AREA FOUNDATION 303 PEARL PARKWAY SUITE 114 SAN ANTONIO TX 78215 746065414 501(C)(3) 10000 0 UVALDE STRONG FUND SCHOTT FOUNDATION FOR PUBLIC EDUCATION ONE MIFFLIN PLACE CAMBRIDGE MA 02138 043457065 501(C)(3) 10000 0 OPPORTUNITY TO LEARN NETWORK 2022 CONVENING SISTERS UNCHAINED PO BOX 300902 JAMAICA PLAIN MA 02130 851294087 501(C)(3) 10000 0 INTERGENERATIONAL HEALING PROJECT THE LATINA CIRCLE INC 200 PORTLAND STWEWORK SUITE 500 BOSTON MA 02114 824167948 501(C)(3) 10000 0 CIVIC LEADERSHIP THE LINKS FOUNDATION INCORPORATED THE COMMONWEALTH VA CHAPTER THE LINKS INC PO BOX 27183 RICHMOND VA 23261 521170830 501(C)(3) 10000 0 YOUNG ACHIEVERS WEYMOUTH FOR INCLUSION SOLIDARITY AND EQUITY WISE INC 19 ROCKCROFT ROAD WEYMOUTH MA 02188 874610162 501(C)(3) 10000 0 WISE INVESTMENT XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE NEW ORLEANS LA 70125 720635884 501(C)(3) 10000 0 GIVE LOVE XAVIER FUND CATHOLIC SCHOOLS FOUNDATION 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 222485502 501(C)(3) 9000 0 BUILDING MINDS SCHOLARSHIP FUND (PREVIOUSLY KNOWN AS INNER CITY SCHOLARSHIP FUND) EDUCATION LEADERS OF COLOR INC 3680 WILSHIRE BLVD SUITE P04-1052 LOS ANGELES CA 90010 812253548 501(C)(3) 9000 0 EDLOC 2022 MATCHING HARDY GIRLS HEALTHY WOMEN PO BOX 821 WATERVILLE ME 04903 010538121 501(C)(3) 8000 0 FEMINIST ACTION BOARD RETREATS THE SIZER FOUNDATION INC 49 ANTIETAM STREET DEVENS MA 01434 141874834 501(C)(3) 8000 0 CELEBRATING AND SUPPORTING OUR LGBTQIA+ YOUTH BOSTON CHINATOWN NEIGHBORHOOD CENTER INC 38 ASH STREET BOSTON MA 02111 237209691 501(C)(3) 7500 0 BCNC LANTERN FESTIVAL GALA BREAKTHROUGH GREATER BOSTON 101 ROGERS STREET SUITE 2A CAMBRIDGE MA 02142 043307783 501(C)(3) 7500 0 BREAKTHROUGHS IN EDUCATION CRADLES TO CRAYONS 281 NEWTONVILLE AVE NEWTON MA 02460 043584367 501(C)(3) 7500 0 READY FOR SCHOOL INITIATIVE ENGLISH FOR NEW BOSTONIANS 105 CHAUNCY STREET 4TH FLOOR BOSTON MA 02111 463202177 501(C)(3) 7500 0 ENGLISH FOR NEW BOSTONIANS 20TH ANNIVERSARY EVENT SERIES PROMISE EARLY EDUCATION 269 BATES STREET LEWISTON ME 04240 237323306 501(C)(3) 7500 0 EXPERIENTIAL, NATURE-BASED LEARNING THE FOUNDATION CENTER DBA CANDID 32 OLD SLIP 24TH FLOOR NEW YORK NY 10005 131837418 501(C)(3) 7500 0 GENERAL PROGRAM FUNDING TREE STREET YOUTH 144 HOWE STREET LEWISTON ME 04240 460942854 501(C)(3) 7500 0 OPERATING SUPPORT 2022 TRUSTEES OF BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HIL MA 02467 042103545 501(C)(3) 7500 0 LYNCH LEADERSHIP ACADEMY SYMPOSIUM: SCHOOLS FOR DIGNITY AND THE INTELLECTUAL TRADITION IN BLACK AND LATINX EDUCATION TEACHERS COLLEGE COLUMBIA UNIVERSITY 525 W 120TH ST NEW YORK NY 10027 131624202 501(C)(3) 7000 0 REIMAGINING EDUCATION SUMMER INSTITUTE SOUTH SHORE HOSPITAL 55 FOGG RD SOUTH WEYMOUTH MA 02190 042769210 501(C)(3) 6900 0 GRAYKEN CENTER THE MOUNTAIN SCHOOL AT WINHALL 9 SCHOOL ROAD WINHALL VT 05340 522117220 501(C)(3) 6600 0 THE FULL STORY COLLABORATION WITH MSW WRITEBOSTON 2300 WASHINGTON STREET 6TH FLOOR ROXBURY MA 02119 461255108 501(C)(3) 6500 0 PROS&CONVERSATION DANA FARBER CANCER INSTITUTE 10 BROOKLINE PL WEST 6TH FL BROOKLINE MA 02445 042263040 501(C)(3) 6000 0 JIMMY FUND WALK MATCH SUPPORTING PEDIATRIC BRAIN TUMOR RESEARCH AND CARE FOR DIFFUSE INTRINSIC PONTINE GLIOMA (DIPG) JUMPSTART 308 CONGRESS STREET SIXTH FLOOR BOSTON MA 02210 043262046 501(C)(3) 6000 0 SUPPORTING EARLY LEARNING NEW HOPE INITIATIVE INC PO BOX 5071 KINGWOOD TX 77325 273984784 501(C)(3) 6000 0 SIERRA LEONE EDUCATION PROJECTS SCHOTT FOUNDATION FOR PUBLIC EDUCATION ONE MIFFLIN PLACE CAMBRIDGE MA 02138 043457065 501(C)(3) 6000 0 THE URGENCY OF NOW VIRTUAL FUNDRAISER 257 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 0 NICHOLAS C DONOHUE FORMER PRESIDENT & CEO 0 0 0 0 530748 0 0 0 25429 0 556177 0 0 0 GISLAINE NGOUNOU INTERIM PRESIDENT & CEO 466494 0 0 0 0 0 47203 0 10673 0 524370 0 0 0 MICHAEL CAREY VP FOR FINANCE & ADMIN, TREASURER 306698 0 0 0 0 0 46836 0 20360 0 373894 0 0 0 JESSICA SPOHN DIRECTOR OF GRANTMAKING 227911 0 0 0 0 0 36009 0 20360 0 284280 0 0 0 DELIA ARELLANO-WEDDLETON DIR. OF ENGAGEMENT & PARTNERSHIPS 203378 0 0 0 0 0 31602 0 20360 0 255340 0 0 0 NINA CULBERSTON PROGRAM DIR, LEARNING/RESEARCH/EVAL 156139 0 0 0 0 0 22842 0 27926 0 206907 0 0 0 MARCOS POPOVICH PROGRAM DIRECTOR, GRANTMAKING 149376 0 0 0 0 0 21502 0 27863 0 198741 0 0 0 PAUL MARSH IT MANAGER 158585 0 0 0 0 0 22752 0 10464 0 191801 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 2022, $530,748 WAS PAID IN CONNECTION WITH THIS ARRANGEMENT. THE PAYMENT OF $530,748 IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). FINAL PAYMENTS IN THE AMOUNT OF $143,576 WILL BE PAID IN 2023. THE BOARD OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" IN MAKING ITS DETERMINATION THAT TOTAL COMPENSATION WAS REASONABLE. 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 DRAFTED THE FORM 990 AND FORWARDED TO THE FOUNDATION'S INDEPENDENT CPA FIRM, WHICH 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 2022. 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.