2022-05-25T14:05:19-05:00 2021-12-31 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2021-01-01 260587238 THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC BARB 8505625300 1307 NEW YORK AVENUE NW 701 WASHINGTON DC 20005 EVANGELINE FIELDS CFO 8505625300 2022-05-25 1 EVANGELINE FIELDS 999009999 STACEY T KOLKA P01371120 8506688100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X BRITISH ROBINSON PO BOX 14380 WASHINGTON DC 20044 27139277 0 X WWW.BARBARABUSH.ORG X 2007 FL SEE SCHEDULE O 12 11 16 1250 0 0 648303 3676276 0 0 977692 3763078 0 223601 1625995 7662955 16900 59200 0 0 1404263 2930922 0 59500 1483940 1173971 3111672 2595134 6161294 -969139 1501661 30133122 30746734 1113788 1008215 29019334 29738519 X THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY IS COMMITTED TO BUILDING A STRONGER, MORE EQUITABLE AMERICA THROUGH LITERACY. 1 0 1765275 EDUCATION AND THOUGHT LEADERSHIP 827965 57200 READING MENTORSHIP PROGRAMS 417846 TECHNOLOGY AND INNOVATION 1181420 2000 1181420 2000 4192506 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NV NH NJ NY NC OK OR PA SC TN UT VA WA WV WI WY X X EVANGELINE FIELDS 8505625300 516 NORTH ADAMS STREET TALLAHASSEE FL 32301 BRITISH ROBINSON PRESIDENT/CEO 60.00 X X 383950 0 41072 CHRIS FRANGIONE DIRECTOR 1.00 X 0 0 0 CHRISTINE PINA VICE CHAIR 1.00 X X 0 0 0 DAVID RISHER DIRECTOR 1.00 X 0 0 0 DENINE TORR SECRETARY 1.00 X X 0 0 0 DOROTHY BUSH KOCH HONORARY CHAIR 1.00 X X 0 0 0 GWYNN VIROSTEK DIRECTOR 1.00 X 0 0 0 JEB BUSH JR DIRECTOR 1.00 X 0 0 0 LAMAR BUNTS TREASURER 1.00 X X 0 0 0 LORI WACHS CHAIR 1.00 X X 0 0 0 LYNN HIRSHFIELD DIRECTOR 1.00 X 0 0 0 RACHEL MUSHAHWAR DIRECTOR 1.00 X 0 0 0 EVANGELINE FIELDS CHIEF FINANCIAL OFFICER 40.00 X 192550 0 15927 ANDREW ROBERTS CHIEF OPERATING OFFICER 40.00 X 257414 0 20743 DANA KAMMEL EXECUTIVE SERVICES/BOARD L 40.00 X 119546 0 10137 LAUREN SPROULL VP OF COMMUNICATIONS 40.00 X 119861 0 9828 JYOTI SCHLESINGER VP OF MISSIONS & PROGRAMS 40.00 X 200510 0 18981 HUTTON HIGGINS VP OF DEVELOPMENT 40.00 X 145833 0 21937 CHRISTOPHER ROBINSON MAJOR GIFTS OFFICER 40.00 X 166953 0 25264 1586617 0 163889 10 0 1 0 ARTEMIS WARD LLC 1121 5TH ST NW SUITE A WASHINGTON DC 20001 CONSULTING SERVICES 319497 C&R STRATEGY PARTNERS 603 ALAMEDA DE LAS PULGAS BELMONT CA 94002 DIGITAL LEARNING CENTER DESIGN & BUILD 307500 CLARE BONSIGNORE 5054 SEDWICK STREET NW WASHINGTON DC 20016 CONSULTING SERVICES 139500 SALLY ELNAGGER 1102 AUBURN DRIVE ARLINGTON TX 76012 EVENT PLANNER 110158 4 347671 3328605 44046 3676276 527970 527970 22227419 18992311 3235108 3235108 3235108 623843 484011 139832 139832 REBATES 83769 83769 83769 7662955 83769 0 3902910 X 59200 59200 911655 511236 88196 312223 1660045 930917 160597 568531 113525 63662 10983 38880 86204 48341 8340 29523 159493 89440 15430 54623 41040 17105 11810 12125 59155 25437 18338 15380 59500 59500 177395 155450 1127 20818 1419878 1296371 9395 114112 260579 228344 1655 30580 89446 55041 14492 19913 3724 3263 24 437 383780 166181 118343 99256 71551 55606 4137 11808 278592 256574 22018 10737 6714 1239 2784 27142 11671 8414 7057 BOOKS MAT SUPPLIES 139089 139089 DUES & SUBSCRIPTIONS 125502 56565 10339 58598 OTHER EXPENSES 24062 16299 1989 5774 6161294 4192506 484848 1483940 314380 1996783 723828 1178910 247561 240963 223168 412015 74515 56339 19832 18176 28604353 26899887 30133122 30746734 513696 730926 600092 277289 1113788 1008215 X 29019334 28077796 1660723 29019334 29738519 30133122 30746734 1501661 -782476 0 X 0 1 X 1 0 X 4410041 2549964 1377455 648303 3676276 12662039 4410041 2549964 1377455 648303 3676276 12662039 2477104 10184935 733273 752163 692051 248795 527970 2954252 83769 83769 15700060 0.64870 0.78080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6161294 6161294 458065 114516 0 0 309413 422769 279757 458065 1470004 2205006 77353 105692 69939 114516 367500 551250 74515 56339 18176 18176 X 7544050 -782476 356955 484011 58490 7485560 177395 177395 7662955 6824865 356955 484011 840966 5983899 177395 177395 6161294 PART X, LINE 2: THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED DECEMBER 31, 2017 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 484,011. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 484,011. X X X X X X X 1 FORTIFIED STRATEGIES 3425 BANNERMAN ROAD 105-441 TALLAHASSEE FL 32312 PROGRAMS WITH SPONSORSHIPS & PAID PRICE FOR ATTENDANCE 0 0 59500 -59500 59500 -59500 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NATIONAL CELEBRATION OF READING 623843 623843 31068 81420 371523 623843 623843 31068 81420 371523 484011 139832 0 BROWARD EDUCATION FOUNDATION PO BOX 5408 FT LAUDERDALE FL 33310 592359433 7800 0 EDUCATION MISSION CONSOLIDATED IND SCH DISTRICT 1201 BRYCE DRIVE MISSION TX 78572 746001742 7150 0 EDUCATION THE SCHOOL BOARD OF MIAMI DADE 1450 NE 2ND AVENUE RM 760 MIAMI FL 33132 596000572 6500 0 EDUCATION 3 X X X X X X 0 0 0 0 0 0 0 0 0 BRITISH ROBINSON PRESIDENT/CEO 367110 0 17915 0 -1075 0 30802 0 10270 0 425022 0 0 0 ANDREW ROBERTS CHIEF OPERATING OFFICER 244400 0 12220 0 794 0 20743 0 0 0 278157 0 0 0 JYOTI SCHLESINGER VP OF MISSIONS & PROGRAMS 200000 0 0 0 510 0 8711 0 10270 0 219491 0 0 0 EVANGELINE FIELDS CHIEF FINANCIAL OFFICER 181913 0 9096 0 1541 0 15554 0 373 0 208477 0 0 0 CHRISTOPHER ROBINSON MAJOR GIFTS OFFICER 178500 0 8925 0 -20472 0 14994 0 10270 0 192217 0 0 0 HUTTON HIGGINS VP OF DEVELOPMENT 139500 0 6333 0 0 0 11667 0 10270 0 167770 0 0 0 X 25258 ACTUAL X MEETING SPACE 0 10800 ACTUAL X WINE 0 4788 ACTUAL X PLANE TICKETS 0 3200 ACTUAL 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY IS COMMITTED TO BUILDING A STRONGER, MORE EQUITABLE AMERICA THROUGH LITERACY. FORM 990, PART III, LINE 2 SEE TECHNOLOGY AND INNOVATION NARRATIVE FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: EDUCATION AND THOUGHT LEADERSHIP FORMER FIRST LADY BARBARA BUSH CHOSE LITERACY AS HER LIFE'S WORK BASED ON A SIMPLE, BUT POWERFUL BELIEF: "IF MORE PEOPLE COULD READ, WRITE, AND COMPREHEND, WE WOULD BE THAT MUCH CLOSER TO SOLVING SO MANY OF THE PROBLEMS PLAGUING OUR SOCIETY." SHE KNEW THAT LITERACY IS THE KEY TO A LIFE OF EQUITY, OPPORTUNITY, AND PROSPERITY FOR ALL AMERICANS. SINCE SHE ESTABLISHED THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY IN 1989, RESEARCH HAS PROVEN HER RIGHT, LINKING LITERACY TO SOME OF THE MOST PRESSING ISSUES OF OUR TIME. OVER THE PAST THREE DECADES, THE BARBARA BUSH FOUNDATION HAS SUPPORTED FAMILY LITERACY PROGRAMS IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA, CHANGING THE LIVES OF COUNTLESS PARENTS AND CHILDREN. TODAY, WE REMAIN COMMITTED TO BARBARA BUSH'S VISION, WORKING TOWARD AN AMERICA IN WHICH ALL ADULTS HAVE THE OPPORTUNITY TO READ, WRITE, AND COMPREHEND IN ORDER TO NAVIGATE THE WORLD WITH DIGNITY. LOW LITERACY IS A SILENT AND ENDURING CRISIS IN OUR COUNTRY, PREVENTING 130 MILLION AMERICANS FROM FULLY ENGAGING IN OUR SOCIETY AS PARENTS, WORKERS, AND CITIZENS. ROUGHLY 54 PERCENT OF U.S. ADULTS AGED 16-74 LACK PROFICIENCY IN LITERACY, ESSENTIALLY READING BELOW A SIXTH GRADE LEVEL. LOW LITERACY LIES AT THE CORE OF THE MULTIGENERATIONAL CYCLES OF POVERTY, POOR HEALTH, AND LOW EDUCATIONAL ATTAINMENT THAT IMPACT OUR FAMILIES, COMMUNITIES, AND OUR NATION AS A WHOLE. ACCORDING TO A GALLUP STUDY COMMISSIONED BY THE BARBARA BUSH FOUNDATION, THE U.S. COULD BE LOSING $2.2 TRILLION - OR 10% OF GDP - ANNUALLY DUE TO LOW ADULT LITERACY RATES. THE BARBARA BUSH FOUNDATION IS DEDICATED TO BRIDGING THE ENORMOUS GAP BETWEEN AVAILABLE RESOURCES AND THE POPULATION IN NEED. THIS ISSUE IS LARGELY IGNORED, HISTORICALLY UNDERFUNDED, AND WOEFULLY UNDER-RESEARCHED, DESPITE BEING ONE OF THE GREAT SOLVABLE PROBLEMS OF OUR TIME. WE KNOW THAT THIS PROBLEM IS TOO LARGE FOR ANY ONE ORGANIZATION TO TACKLE ALONE. TO SOLVE IT, WE MUST BREAK DOWN SILOS TO GALVANIZE COLLECTIVE ACTION AND FILL RESEARCH GAPS TO FURTHER UNDERSCORE LITERACY'S IMPACT ON EQUITY, POVERTY, AND HEALTH-ULTIMATELY SHINING A LIGHT ON AMERICA'S SILENT CRISIS. WE ARE COMMITTED TO CREATING THE KNOWLEDGE AND EVIDENCE BASES THAT WE NEED TO MOVE THE NEEDLE ON LOW LITERACY. IT IS CRITICAL THAT WE "PUT A FACE" ON THE PROBLEM BY PINPOINTING THE PEOPLE AND PLACES THAT IT IMPACTS DIRECTLY, AS WELL AS THE RIPPLE EFFECTS THAT IT SENDS THROUGHOUT OUR SOCIETY. WE TAKE AN EVIDENCE-BASED APPROACH ON EVERY LEVEL-INVESTING IN ACADEMIC RESEARCH TO DOCUMENT THE CRISIS AND ITS IMPACTS, AND TO INFORM THE WORK OF PRACTITIONERS, AS WELL AS SUPPORTING PROGRAMS AND INITIATIVES THAT ARE GROUNDED IN THE SCIENCE OF READING AND EMPLOY AGE-APPROPRIATE ADULT LEARNING THEORY TO MAXIMIZE IMPACT. EVERY BARBARA BUSH FOUNDATION PROGRAM AND INITIATIVE UTILIZES EVIDENCE-BASED LEARNING THEORY, AND IS CONTINUALLY EVALUATED TO ASSESS IMPACT. OUR COMMITMENT TO MEASUREMENT AND ACCOUNTABILITY PROVIDES CRITICAL DATA THAT INFORMS NOT ONLY OUR WORK, BUT THE WORK OF THE ENTIRE FIELD, AND ENSURES BETTER OUTCOMES FOR THE FAMILIES AND COMMUNITIES WE SERVE. OUR RESULTS-DRIVEN SOLUTIONS INCLUDE: NATIONAL ACTION PLAN FOR ADULT LITERACY: IN OUR ROLE AS A THOUGHT LEADER, WE CONCEIVED AND CONVENED THE FIRST EVER NATIONAL ACTION PLAN FOR ADULT LITERACY. DEVELOPED IN COLLABORATION WITH MORE THAN 100 EXPERT STAKEHOLDERS, THIS MULTISECTOR, MULTIYEAR INITIATIVE AIMS TO TRANSFORM ADULT AND FAMILY LITERACY FOR MILLIONS OF AMERICANS BY DRIVING INCLUSIVE, COLLECTIVE ACTION TO ADDRESS SYSTEMIC CHALLENGES OVER THE NEXT FIVE YEARS. THE PLAN HAS THREE BROAD, MUTUALLY REINFORCING GOALS: *ACCESS: MAKE LITERACY SUPPORT SERVICES ACCESSIBLE TO EVERYONE WHO WANTS THEM. *QUALITY: ENSURE THAT LITERACY PROGRAMS ARE EFFECTIVE AND EFFICIENT IN HELPING ADULTS IMPROVE THEIR READING, WRITING, DIGITAL, AND NUMERACY SKILLS. *UPTAKE: ENCOURAGE MORE ADULTS TO ENGAGE IN SUPPORT PROGRAMS THAT IMPROVE THEIR LITERACY, DIGITAL, AND NUMERACY SKILLS. IMPLEMENTATION OF THE NATIONAL ACTION PLAN WAS OFFICIALLY LAUNCHED ALONGSIDE DR. JILL BIDEN, FIRST LADY OF THE UNITED STATES, AT THE 2021 NATIONAL SUMMIT ON ADULT LITERACY. WORK IS NOW UNDERWAY TO IMPLEMENT THE PLAN'S RECOMMENDED INITIATIVES AND ACTIVITIES, GUIDED BY A MULTISECTOR GROUP OF EXPERTS FROM INSIDE AND BEYOND THE LITERACY FIELD. NATIONAL SUMMIT ON ADULT LITERACY: THE 2021 NATIONAL SUMMIT ON ADULT LITERACY, HELD AT THE REACH AT THE KENNEDY CENTER IN WASHINGTON, D.C., CONVENED MORE THAN 150 ADULT LITERACY EXPERTS, EDUCATION RESEARCHERS, EDTECH INNOVATORS, PHILANTHROPIC LEADERS AND INDUSTRY PARTNERS. EMCEED BY ALI VELSHI OF MSNBC, THE SUMMIT INCLUDED KEYNOTE REMARKS FROM DR. JILL BIDEN, FIRST LADY OF THE UNITED STATES; COLLABORATIVE, CROSS-SECTOR WORKING SESSIONS; AND A PANEL DISCUSSION FEATURING REPRESENTATIVES FROM BUSINESS ROUNDTABLE, DOLLAR GENERAL, HUMANA, INTEL, MICROSOFT, AND SHELL. NATIONAL CELEBRATION OF READING: THE NATIONAL CELEBRATION OF READING, THE BARBARA BUSH FOUNDATION'S SIGNATURE BIENNIAL EVENT, BRINGS TOGETHER BESTSELLING AUTHORS AND ENTERTAINERS, LITERACY TRAILBLAZERS, AND FRIENDS AND SUPPORTERS TO EDUCATE THE PUBLIC ABOUT LITERACY ISSUES AND ADVANCE THE WORK OF THE BARBARA BUSH FOUNDATION. THE 2021 EVENT, HELD AT THE JOHN F. KENNEDY CENTER FOR THE PERFORMING ARTS IN WASHINGTON, D.C., WAS EMCEED BY PULITZER PRIZE-WINNING JOURNALIST JONATHAN CAPEHART, AND FEATURED LIVE AND VIRTUAL APPEARANCES FROM PRESIDENT GEORGE W. BUSH, MATEO ASKARIPOUR, LEVAR BURTON, EVA CHEN, MEENA HARRIS, LESLIE JORDAN, LUPITA NYONG'O, TIM SHRIVER, AND DARREN WALKER. LITERACY GAP MAP: OUR LITERACY GAP MAP (MAP.BARBARABUSH.ORG) VISUALLY REPRESENTS THE RELATIONSHIP OF LITERACY TO HEALTH, INCOME, AND EDUCATION NATIONWIDE-LITERALLY PUTTING LOW LITERACY AND ITS DEVASTATING EFFECTS ON THE MAP AT THE COUNTY, STATE, AND CITY LEVEL TO INFORM RESOURCE DEVELOPMENT AND DECISION MAKING. BARBARA BUSH FELLOWS: OUR BARBARA BUSH FELLOWS PROGRAM FUELS CRITICAL LITERACY RESEARCH. THESE TWO-YEAR GRANTS SUPPORT ACADEMIC RESEARCH THAT WILL HELP INCREASE LEARNING, ACCELERATE INNOVATION, AND INCUBATE THE MOST EFFECTIVE INITIATIVES, AS WELL AS EXPLORE THE MOST PRESSING QUESTIONS FACED BY LITERACY PRACTITIONERS TODAY. WE CURRENTLY HAVE TWO FELLOWS WORKING IN THE FIELD: THE ANNENBERG BARBARA BUSH FELLOW AT TEXAS A&M UNIVERSITY AND THE DOLLAR GENERAL BARBARA BUSH FELLOW AT THE UNIVERSITY OF NEW MEXICO. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: READING MENTORSHIP PROGRAMS TEEN TRENDSETTERS IS AMONG THE BARBARA BUSH FOUNDATION'S LONGEST-RUNNING PROGRAMS. THE PROGRAM PAIRS TEEN MENTORS WITH ELEMENTARY SCHOOLERS WHO ARE READING FOUR MONTHS OR MORE BELOW GRADE LEVEL, USING EVIDENCE-BASED STRATEGIES AND ACTIVITIES TO BUILD LITERACY SKILLS AND CONFIDENCE. SINCE ITS LAUNCH IN 2002, TEEN TRENDSETTERS HAS EVOLVED TO SERVE STRUGGLING ELEMENTARY SCHOOL READERS AND THEIR FAMILIES, LEVERAGING AN INNOVATIVE COMBINATION OF HIGH QUALITY CURRICULUM, RESEARCH-PROVEN MENTORING TECHNIQUES, AND PARENTAL ENGAGEMENT TO IMPROVE LITERACY SKILLS ACROSS MULTIPLE GENERATIONS. COVID-19 RESPONSE THE COVID-19 PANDEMIC CAUSED RESTRICTIONS LIMITING PERSON-TO-PERSON CONTACT AND ACCESS TO SCHOOL FACILITIES, LEADING TO THE SUSPENSION OR TERMINATION OF MANY SCHOOL-RELATED SUPPORT PROGRAMS. HOWEVER, TEEN TRENDSETTERS FACED THIS CHALLENGE HEAD-ON, AVOIDING ANY DISRUPTION OF SERVICES TO STRUGGLING READERS AND THEIR FAMILIES DURING THE PANDEMIC BY CONTINUING TO SUPPORT SCHOOLS THAT REMAIN OPEN TO IN-PERSON LEARNING, AS WELL AS THOSE LEARNING REMOTELY, THROUGH A "PILOT" DIGITAL VERSION OF THE PROGRAM. IN ADDITION, THE FOUNDATION CONTINUED TO PROVIDE PRINTED BOOKS FOR PARTICIPANTS TO BUILD THEIR HOME LIBRARIES AND CONTINUE READING AT HOME. OUR IMPACT SINCE 2002: THE BARBARA BUSH FOUNDATION HAS SUPPORTED MORE THAN 1,700 TEEN TRENDSETTERS PROGRAMS IN 18 STATES, PROVIDING MORE THAN 555,000 BOOKS TO NEARLY 37,000 STRUGGLING READERS. OVER 40,000 MENTORS HAVE VOLUNTEERED MORE THAN 718,000 HOURS TO HELP THEIR MENTEES IMPROVE THEIR READING, WITH OUTSTANDING RESULTS. OUR RESULTS OVERALL, MENTEES PROGRESS ONE GRADE LEVEL OR MORE IN READING AFTER SEVEN MONTHS IN THE TEEN TRENDSETTERS PROGRAM. THE INCREASE OF MORE THAN ONE GRADE LEVEL IN READING IS EVEN MORE SUBSTANTIAL, GIVEN THAT MENTEES BEGAN WELL BELOW GRADE LEVEL. THIS PROGRESS IS SIGNIFICANT BECAUSE MENTEES SHOWED 50% MORE GROWTH THAN WOULD BE EXPECTED FOR AN ON-GRADE OR ABOVE-GRADE READER DURING THIS TIME. A THIRD-PARTY COMPARISON STUDY IN 2016 REVEALED THAT MENTEES SHOWED 61% MORE GROWTH THAN THEIR PEERS WHO DID NOT TAKE PART IN THE PROGRAM, GAINING NEARLY HALF A YEAR'S WORTH OF ADDITIONAL READING SKILLS. IN RECENT YEARS, WE HAVE ENHANCED THE PROGRAM TO SERVE ENTIRE FAMILIES, INCORPORATING RESOURCES AND NEW TECHNOLOGY THAT EQUIP PARENTS TO FULFILL THEIR ESSENTIAL ROLE AS-IN THE WORDS OF BARBARA BUSH-THEIR CHILD'S "FIRST AND BEST TEACHER." EACH BOOK THAT CHILDREN READ WITH THEIR TEEN MENTOR IS ADDED TO THEIR HOME LIBRARIES, ACCOMPANIED BY A PARENT GUIDE THAT ENGAGES CAREGIVERS BY PROVIDING LITERACY ACTIVITIES FOR HOME. RECOGNIZING THAT MANY PARENTS AND CAREGIVERS MAY STRUGGLE WITH READING THEMSELVES, WE OFFER RESOURCES FOR THEM AS WELL. EACH PARENT GUIDE PROVIDES FREE ACCESS TO THE CELL-ED ADULT LITERACY APP FOR PARENTS WHO WISH TO IMPROVE THEIR OWN LITERACY SKILLS WITHOUT ATTENDING CLASSES. THE TEEN TRENDSETTERS PROGRAM WAS RECOGNIZED WITH A SUCCESSFUL PRACTICES AWARD BY THE LIBRARY OF CONGRESS' 2021 LITERACY AWARDS. AS WE PREPARE TO MARK THE PROGRAM'S 20TH ANNIVERSARY IN 2022, WE LOOK FORWARD TO EXPANDING ITS REACH TO EVEN MORE LEARNERS AND FAMILIES. BOOK EXPLORERS BUILDING ON THE SUCCESS OF TEEN TRENDSETTERS, THE FOUNDATION HAS LAUNCHED A NEW READING MENTORSHIP PROGRAM-BOOK EXPLORERS-WHICH IS AIMED TO HELP TARGET "SUMMER SLIDE OR COVID-19-RELATED LEARNING GAPS BY ALLOWING STUDENTS TO KEEP PROGRESSING YEAR-ROUND. THE PROGRAM PAIRS STUDENTS IN GRADES 1-3 WITH A READING MENTOR, USING TARGETED STRATEGIES AND ACTIVITIES TO BUILD LITERACY SKILLS AND CONFIDENCE. ALL PROGRAM MATERIALS ARE DIGITAL AND AVAILABLE ONLINE, INCLUDING A SERIES OF ENGAGING, AGE-APPROPRIATE FICTION AND NON-FICTION BOOKS, AS WELL AS ACCOMPANYING GUIDES FOR PARENTS/CAREGIVERS AND MENTORS. LEARNING TEAMS HAVE THE FLEXIBILITY TO MEET VIRTUALLY OR IN-PERSON. BOOK EXPLORERS CAN BE USED IN CONJUNCTION WITH THE TEEN TRENDSETTERS PROGRAM TO EXTEND LEARNING YEAR-ROUND. THE FOUNDATION PILOTED THE PROGRAM IN FLORIDA, MAINE, AND TEXAS IN SUMMER 2021, AND THE PROGRAM IS NOW AVAILABLE NATIONWIDE. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: TECHNOLOGY AND INNOVATION OVER THE PAST TWO YEARS, TECHNOLOGY HAS PLAYED AN INCREASINGLY CRITICAL ROLE IN LEARNING - REINFORCING THE NEED FOR TOOLS THAT TRULY MEET STUDENTS WHERE THEY ARE. WHILE THERE ARE PLENTY OF TECHNOLOGY TOOLS AVAILABLE FOR K-12 LEARNING, VERY FEW EXISTING TOOLS MEET THE UNIQUE NEEDS OF THEIR PARENTS AND CAREGIVERS. THROUGH OUR WORK IN EDUCATION TECHNOLOGY, WE ARE WORKING TO BRIDGE THIS GAP. ROBERT AND DOROTHY KING TECHNOLOGY INNOVATION FUND IN MARCH 2021, WE LAUNCHED THE FIRST-EVER TECHNOLOGY FUND FOR LITERACY: THE ROBERT AND DOROTHY KING TECHNOLOGY INNOVATION FUND. THE FUND POWERS OUR WORK TO DRIVE THE DEVELOPMENT OF GROUNDBREAKING TOOLS FOR ADULT LEARNERS AND THEIR FAMILIES BY: HARNESSING THE POWER OF TECHNOLOGY TO REACH FAMILIES WHERE THEY LIVE, WORK, PLAY, AND PRAY COMBINING OUR VAST NETWORK AND DEEP EXPERTISE IN ADULT LEARNING THEORY AND FAMILY LITERACY PROGRAMMING WITH LEADING EMERGING EDUCATIONAL TECHNOLOGY TO EXPAND OPPORTUNITIES FOR LEARNING BEYOND THE TRADITIONAL CLASSROOM IDENTIFYING AND SCALING INNOVATIVE LEARNING TOOLS FOR ADULTS, INCLUDING MOBILE APPS, MIXED REALITY, AND GAMING-INVESTING EXPERTISE TO OPTIMIZE AND BRING PROMISING SOLUTIONS TO MARKET CURRENT INVESTMENTS UNDER THE ROBERT AND DOROTHY KING TECHNOLOGY INNOVATION FUND INCLUDE: ENIGMA: THIS INTERACTIVE, GAME-BASED APP WAS DEVELOPED BY SOUTHERN METHODIST UNIVERSITY IN PARTNERSHIP WITH THE BARBARA BUSH FOUNDATION AND THE DOLLAR GENERAL LITERACY FOUNDATION. THE GAME CURRENTLY SERVES LEARNERS WHO READ UP TO A THIRD-GRADE LEVEL. WORK IS UNDERWAY TO EXPAND THE RANGE OF LITERACY SKILLS TO GRADES 3-8, PILOT TEST THE GAME WITH ADULT LEARNERS, AND EVALUATE ITS EFFICACY. MICROSOFT'S HOLOLENS 2: THIS MIXED REALITY HEADSET PROJECTS INTERACTIVE HOLOGRAMS INTO THE WEARER'S FIELD OF VIEW. WORKING IN PARTNERSHIP WITH MICROSOFT, SPHEREGEN TECHNOLOGIES, AND T-MOBILE, WE ARE EXPLORING THE POTENTIAL FOR USE OF THE HOLOLENS 2 IN CONCERT WITH CUTTING-EDGE EYE TRACKING TECHNOLOGY TO HELP EDUCATORS AND PROVIDERS IN A VARIETY OF SETTINGS IDENTIFY LITERACY ISSUES AND CRAFT PERSONALIZED, EFFECTIVE LEARNING PLANS TO IMPROVE LEARNER OUTCOMES. AMIRA: AMIRA IS AN ACCURATE, ONLINE, ARTIFICIAL INTELLIGENCE-DRIVEN, PERSONALIZED INTELLIGENT READING TUTOR GROUNDED IN READING SCIENCE. THE AMIRA AVATAR LISTENS TO STUDENTS WHILE THEY READ, AND AS A STUDENT STALLS OR MAKES A MISTAKE, SHE DRAWS FROM OVER 30 DIFFERENT "MICRO-INTERVENTIONS" BACKED BY READING SCIENCE. WE HAVE PARTNERED WITH AMIRA TO SUPPORT READING TOGETHER - A PROJECT FUNDED BY A GRANT FROM THE U.S. DEPARTMENT OF EDUCATION'S INSTITUTE OF EDUCATION SCIENCES. READING TOGETHER WILL CREATE AN ARTIFICIAL INTELLIGENCE ENABLED FAMILY SUPPORT PROGRAM THAT OFFERS PARENTS OF ALL LITERACY LEVELS PERSONALIZED TOOLS TO SUPPORT THEIR CHILDREN'S READING SKILLS, FOSTERS STRONGER COLLABORATION BETWEEN HOME AND SCHOOL, AND PROVIDES EMERGENT READERS WITH TARGETED INSTRUCTION BASED ON THE SCIENCE OF READING. CELL-ED: SILICON VALLEY-BASED DEVELOPER CELL-ED CREATES MOBILE-FIRST TOOLS THAT MAKE LEARNING EASY, FUN, AND FAST FOR ADULTS, PROVIDING LIVE EDUCATION COACHES WITH NO INTERNET, DATA PLAN, OR CLASSROOM REQUIRED. THE APP'S LITERACY PROGRAM IS DELIVERED IN SHORT, THREE-MINUTE INCREMENTS, WORKS ON ANY DEVICE, AND DOES NOT EVEN REQUIRE A SMARTPHONE-EXPANDING REACH TO AN ENTIRE SUBSET OF ADULT LEARNERS WHO ARE OFTEN LEFT BEHIND. WE HAVE EMBEDDED THE ADULT LITERACY APP IN OUR FAMILY LITERACY PROGRAMS, AND IN 2021, WE PARTNERED WITH CELL-ED TO LAUNCH OUR FIRST APP-BASED EARLY LITERACY COURSE-BUILDING FUTURE READERS-FOR PARENTS AND CAREGIVERS OF CHILDREN AGES THREE THROUGH EIGHT. WE'RE ALSO PROUD TO SERVE AS A FOUNDING PARTNER IN THE CELL-ED ONE MILLION LEARNER CHALLENGE-AN INITIATIVE THAT PUT THE APP IN THE HANDS OF 114,000 LEARNERS IN LOW-SKILLED, MARGINALIZED COMMUNITIES OVER THE PAST YEAR. TECHNOLOGY ADVISORY COUNCIL AS WE MOVE FORWARD WITH OUR EDTECH INVESTMENTS, WE CONTINUE TO LEVERAGE THE EXPERTISE OF OUR TECHNOLOGY ADVISORY COUNCIL. THIS DIVERSE GROUP OF INNOVATORS-WHICH INCLUDES SILICON VALLEY LEADERS, VENTURE CAPITALISTS, INDUSTRY TRAILBLAZERS, AND SOME OF THE NATION'S TOP PHILANTHROPIES AND NONPROFITS-SUPPORTS AND ADVISES OUR USE OF TECHNOLOGY AND DIGITAL TOOLS TO SERVE ADULT LEARNERS. THEIR CRITICAL INPUT WILL HELP SHAPE THE TRAJECTORY OF NOT JUST OUR WORK, BUT THE ENTIRE LITERACY FIELD, IN THE YEARS TO COME. FORM 990, PART VI, SECTION A, LINE 2 JEB BUSH, JR AND DORO BUSH KOCH ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE APPROVED BY THE AUDIT COMMITTEE TO PRESENT TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BEFORE ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERING MANAGEMENT STAFF AND BOARD MEMBERS IS REVIEWED AND REVISED AS REVISIONS ARE CONSIDERED NECESSARY BY THE CEO. ANNUALLY THE MANAGEMENT STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A CONFLICT OF INTEREST FORM. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTIONS DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE BARBARA BUSH FOUNDATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES AND OTHER COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND AGENTS OF THE CORPORATION (ACTING IN SUCH CAPACITIES) SHALL BE DECIDED BY THE BOARD OF DIRECTORS OR A DULY AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION DECISIONS MADE BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF SHALL REQUIRE THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS OR SUCH COMMITTEE. THE PRESIDENT/CEO SHALL BE NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS AND SERVE UNTIL HIS OR HER RESIGNATION, REMOVAL, DISQUALIFICATION OR DEATH AND UNTIL HIS OR HER SUCCESSOR IS APPOINTED. THE PRESIDENT/CEO WILL BE EVALUATED ANNUALLY BY THE COMPENSATION COMMITTEE IN COORDINATION WITH AN OUTSIDE PERFORMANCE EVALUATION EXPERT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE FLORIDA DEPARTMENT OF AGRICULTURE & CONSUMER SERVICES. FORM 990, PART I, LINE 6, VOLUNTEERS: THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC IS A PUBLIC CHARITY FOUNDED BY FORMER FIRST LADY BARBARA BUSH. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH THEIR PHILANTHROPIC EFFORTS. DOROTHY BUSH KOCH IS HONORARY CHAIR AND SERVES AS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. DOROTHY'S NEPHEW, JEB BUSH, JR., IS ALSO A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. BUSH FAMILY MEMBERS WHO LEND THEIR NAMES AND VALUABLE TIME AS VOLUNTEERS, PARTICULARLY TO SUPPORT THE FOUNDATION'S CELEBRATION OF READING EVENTS, INCLUDE PRESIDENT GEORGE W. AND LAURA BUSH, GOVERNOR JEB AND COLUMBA BUSH, MARVIN AND MARGARET BUSH, NEIL AND MARIA BUSH, DORO AND BOBBY KOCH, ALEXANDER ANDREWS, PACE ANDREWS, THE HONORABLE GEORGE P. AND AMANDA BUSH, MARSHALL BUSH, NOELLE BUSH, SARABETH AND PIERCE BUSH, WALKER BUSH, SANDRA AND JEB BUSH, JR., BARBARA BUSH AND CRAIG COYNE, ELIZABETH ANDREWS, JENNA BUSH HAGER AND HENRY HAGER, GIGI KOCH, ROBERT KOCH, LAUREN BUSH LAUREN AND DAVID LAUREN, LEE AND SAM LEBLOND, ASHLEY BUSH AND JULIAN LEFEVRE, AND ELLIE AND NICK SOSA. FORM 990, PART VI, SECTION A, LINE 8 THE EXECUTIVE COMMITTEE WHICH SHALL CONSIST OF THE CHAIR (WHO SHALL BE THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE), THE HONORARY CHAIR (IF APPLICABLE), THE VICE CHAIR, THE OFFICERS OF THE BOARD OF DIRECTORS, THE PRESIDENT/CEO, AND SUCH ADDITIONAL DIRECTORS AS MAY BE APPOINTED BY THE CHAIR AND APPROVED BY THE BOARD OF DIRECTORS. AT LEAST A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF ITS BUSINESS. THE EXECUTIVE COMMITTEE SHALL FORMULATE, SUPERVISE AND IMPLEMENT THE POLICIES OF THE CORPORATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS AND BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS AND WHILE THE BOARD OF DIRECTORS IS NOT IN SESSION, AND SHALL HAVE ALL THE POWERS AND EXERCISE ALL THE DUTIES OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION, EXCEPT THOSE ENUMERATED IN THE BYLAWS. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICE : PROGRAM SERVICE EXPENSES 1,296,371. MANAGEMENT AND GENERAL EXPENSES 9,395. FUNDRAISING EXPENSES 114,112. TOTAL EXPENSES 1,419,878. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC TAXPAYER ADDRESS: P.O. BOX 14380, WASHINGTON, DC 20044 TAXPAYER ID NUMBER: 26-0587238 YEAR-END: 12/31/2021 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION.