2021-11-15T11:25:42-06:00 2020-12-31 540618213 HANTZMON WIEBEL LLP CPA'S PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2020-01-01 541371584 CORE KNOWLEDGE FOUNDATION CORE 4349777550 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 LINDA BEVILACQUA PRESIDENT 4349777550 2021-11-12 1 LINDA BEVILACQUA XXX-XX-XXXX P FRANK BERRY P00322544 4342962156 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z LINDA BEVILACQUA 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 4659234 0 X WWW.COREKNOWLEDGE.ORG X 1986 VA THE FOUNDATION'S MISSION IS TO PROVIDE EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN. 11 11 16 11 0 0 241233 201077 275110 882009 47839 39533 1390207 2638796 1954389 3761415 0 0 0 0 974888 1196396 0 0 9089 2134157 1709114 3109045 2905510 -1154656 855905 5816088 6734617 912172 729303 4903916 6005314 X THE MISSION OF THE FOUNDATION IS THE RE-INTRODUCTION OF COHERENT CONTENT INTO THE EARLY GRADES AS A NECESSARY MEANS TO ACCOMPLISHING A FUNDAMENTAL GOAL OF SCHOOLING IN A DEMOCRACY ENABLING ALL CHILDREN TO THRIVE, AS JEFFERSON PUT IT, ACCORDING TO THEIR TALENTS AND VIRTUES, REGARDLESS OF WHO THEIR PARENTS HAPPEN TO BE. THE FOUNDATION'S GOALS ARE CAPUTRED IN ITS MOTTO "EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN." WE BELEIVE THAT OPEN ACCESS TO EXEMPLARY CURRICULUM MATERIALS IS THE BEST WAY TO LEVEL THE PLAYING FIELD AND INCREASE EQUITY IN EDUCATION. THE FOUNDATION'S MISSION IS TO IMPROVE AMERICAN ELEMENTARY EDUCATION (AND THERBY SECONDARY EDUCATION TOO) BY PROVIDING OPEN ACCESS TO A SEQUENCED, CUMULATIVE AND COHERENT KNOWLEDGE BASED CURRICULUM FOR PRESCHOOL THROUGH GRADE 5. 0 0 416765 964219 CORE KNOWLEDGE LANGUAGE ARTS (CKLA) CURRICULUM AS OF 2015, CKLA INSTRUCTIONAL MATERIALS FOR PREK GRADE 5 (TEACHER GUIDES, ACTIVITY BOOKS, AND STUDENT BOOKS) HAVE BEEN AVAILABLE FOR FREE DOWNLOAD THROUGH THE CORE KNOWLEDGE WEBSITE. AS OF THE END OF 2020, OVER 616,443 CKLA PREK GRADE 5 UNITS HAVE BEEN DOWNLOADED FROM OUR WEBSITE.SEE: HTTPS://WWW.COREKNOWLEDGE.ORG/CURRICULUM/LANGUAGE-ARTS/THE CKLA MATERIALS ARE ALSO AVAILABLE FOR FREE DOWNLOAD ON OTHER WEBSITES, SUCH AS THE ENGAGENY WEBSITE AND UNBOUNDED, SEE: HTTPS://WWW.ENGAGENY.ORG/SUBJECT/ENGLISH-LANGUAGE-ARTS/ AND HTTPS://WWW.UNBOUNDED.ORG/EXPLORE_CURRICULUM?SUBJECTS=ELA SINCE 2015, OVER 8,000,000 CKLA FILES HAVE BEEN DOWNLOADED FOR FREE FROM THE ABOVE WEBSITES.IN 2020, WE STARTED DEVELOPMENT OF CKLA GRADE 6 MATERIALS, WITH THE INTENTION OF ALSO OFFERING THESE UNITS FOR FREE DOWNLOAD ON OUR WEBSITE.WE ALSO HAVE MADE AVAILABLE FOR FREE DOWNLOAD OUR CKLA IMPLEMENTATION RESOURCES GUIDE. THIS GUIDE ORGANIZES MANY FREE RESOURCES DESIGNED TO STRENGTHEN TEACHER AND LEADER COMPETENCIES REGARDING DIFFERENT FACETS OF THE CKLA PROGRAM. IN THE GUIDE, YOU WILL FIND LINKS TO HELPFUL RESOUCRESE SUCH AS ON-DEMAND WEBINARS, TURNKEY TRAINING MATERIALS, VIDEOS, ETC. SEE: HTTPS://WWW/COREKNOWLEDGE.ORG/IMPLEMENTATION/TOOLS-RESOURCES/CKLA-TOOLS ADDITIONALLY, THE FOUNDATION CONTINUES TO OFFER FREE GUIDANCE VIAE-MAIL AND PHONE SUPPORT TO THOSE TEACHERS AND SCHOOLS WORKING TOIMPLEMENT CKLA IN THEIR CLASSROMMS. 836423 1662984 CORE KNOWLEDGE HISTORY AND GEOGRAPHY (CKHG) CURRICULUM INITITALLY FUNDED WITH A BOARD-APPROVED USE OF THE FOUNDATION'S OWN ASSETS, THE FOUNDATION RECEIVED SUBSEQUENT GRANT FUNDING TO CONTINUE DEVELOPMENT OF CKHG. INSTRUCTIONAL MATERIALS FOR 51 UNITS, K-GRADE 6 ARE AVAILABLE THROUGH OUR WEBSITE FOR FREE DOWNLOAD. FOR MORE INFORMATION, SEE:HTTPS://WWW.COREKNOWLEDGE.ORG/WP-CONTENT/UPLOADS/2019/10/CKHG_TITLES.PDFTHE CKHG K-6 PROGRAM INCLUDES HIGHLY ENGAGING STUDENT EDITIONS, EASY TO USE TEACHER GUIDES WITH THE BACKGROUND INFORMATION TEACHERS NEED EMBEDDED IN THE GUIDE, AND CLASSROOM SETS OF LARGE, COLORFUL TIMELINE CARDS TO BRING HISTORICAL EVENTS TO LIFE. THE TEACHER GUIDES ALSO INCLUDE: ADDITIONAL ACTIVITIES MAKING CROSS-CURRICULAR CONNECTIONS TO ART, ARCHITECTURE, AND MUSIC SPECIFIC TO THE HISTORICAL PERIOD AND REGION OF THE WORLD BEING STUDIED. DIGITAL RESOURCE LINKS WITH INSTRUCTION FOR VIRTUAL FIELD TRIPS TO MUSEUMS/HISTORICAL SITES ACROSS THE US AND AROUND THE WORLD - SUGGESTIONS FOR INSTRUCTIONAL ADAPTATIONS FORSTUDENTS NEEDING ADDITIONAL SUPPORT (STUDENTS WITH SPECIAL NEEDS AS WELL AS ENGLISH LANGUAGE LEARNERS), AS WELL AS CHALLENGES FOR STUDENTS WHO MORE QUICKLY GRASP THE CORE CONTENT AND SKILLS. A CIVICS FOCUS CALLED "THE PATHWAY TO CITIZENSHIP" IS ALSO INCLUDED IN ALL AMERICAN HISTORY UNITS.AS OF THE END OF 2020, OVER 324,885 CHKG FILES K- GRADE 6 HAVE BEEN DOWNLOADED FOR FREE FROM OUR WEBSITE. FOR MORE INFORMATION, SEE:HTTPS://WWW.COREKNOWLEDGE.ORG/WP-CONTENT/UPLOADS/2019/10/CKHG_TITLES.PDF 374354 893602 CORE KNOWLEDGE SCIENCE (CKSCI) CURRICULUMTHE CORE KNOWLEDGE SCIENCE (CKSCI) PROGRAM INCLUDES A COMPREHENSIVE ELEMENTARY SCIENCE CURRICULUM, PLUS ADDITIONAL RESOURCES FOR TEACHERS AND STUDENTS IN KINDERGARTEN THROUGH GRADE 5.THE CURRICULUM PROVIDES STUDENTS WITH A FIRM BASIS IN THE FACTUAL KNOWLEDGE OF THE SCIENCES AND ENGINEERING DESIGN SPECIFIED IN THE CORE KNOWLEDGE SCIENCE SEQUENCE. ADDITIONALLY, THIS PROGRAM HAS BEEN INFORMED BY MANY POSITIVE ASPECTS OF THE NEXT GENERATION SCIENCE STANDARDS (NGSS).THE CORE KNOWLEDGE SCIENCE PROGRAM INCLUDES: STUDENT READERS: ENGAGINGLY WRITTEN TO BRING THE WONDERS OF THE WORLD RIGHT INTO YOUR CLASSROOM, ALSO AVAILABLE AS E-BOOKS TEACHER GUIDES: WITH DETAILED LESSON PLANS AND ACTIVITY PAGE MASTERS, INCLUDING STUDENT INVESTIGATION GUIDES AND ASSESSMENTS AND NOTES FOR NGSS PERFORMANCE EXPECTATIONS ONLINE RESOURCES GUIDES: WITH LINKS TO RESOURCES THAT SUPPORT LEARNING AND ENGAGEMENT WITH THE CORE IDEAS IN SCIENCE AND ENGINEERINGAS OF 2017, OVER 84,210 CKSCI FILES K-GRADE 5 HAVE BEEN DOWNLOADED FOR FREE FROM OUR WESITE. DURING 2020 ALONE, OVER 64,815 FILES WERE DOWNLOADED. FOR MORE INFORMATION, SEE: HTTPS://WWW.COREKNOWLEDGE.ORG/CURRICULUM/SCIENCE 1627542 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 VA X LINDA BEVILACQUA 4349777550 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 JOHN BALLEN CHAIRMAN 1.00 X X 0 0 0 STEPHEN TOMLIN VICE CHAIRMAN 1.00 X X 0 0 0 ED HIRSCH TREASURER 1.00 X X 0 0 0 LOUISA D SPENCER SECRETARY 1.00 X X 0 0 0 MARK BAUERLEIN TRUSTEE 1.00 X 0 0 0 CHECKER FINN TRUSTEE 1.00 X 0 0 0 LEWIS BLAUSTEIN TRUSTEE 1.00 X 0 0 0 BRAD MILLER TRUSTEE 1.00 X 0 0 0 RUTH WATTENBERG TRUSTEE 1.00 X 0 0 0 JOHN HIRSCH TRUSTEE 1.00 X 0 0 0 ROBERT PONDISCIO TRUSTEE 1.00 X 0 0 0 LINDA BEVILACQUA PRESIDENT 50.00 X 207571 0 0 DANIEL FRANCK DIRECTOR OF SCIENCE CURRICULUM 40.00 X 113057 0 0 320628 0 0 2 0 1 0 SIX RED MARBLES LLC PO BOX 419233 BOSTON MA 02241 PUBLICATION DEVELOPMENT 892881 1 196018 5059 201077 LICENSING ROYALTIES 900099 810813 810813 WORKSHOP REVENUE 900099 65196 65196 PROGRAM SERVICE CONSULTING 900099 6000 6000 882009 49332 49332 180862 190661 -9799 -9799 -9799 3345954 707158 2638796 2638796 3761415 3520805 0 39533 X 207571 62271 143224 2076 869339 257536 605542 6261 35998 33531 2349 118 83488 16612 66242 634 1147438 1034392 113046 9881 9881 26503 14225 12278 117048 44638 72410 32439 18049 14390 44807 44807 32436 32436 POSTAGE AND SHIPPING 135731 130529 5202 BANK FEES AND WRITE-OFF 89128 89128 DUES AND SUBSCRIPTIONS 26183 2462 23721 LICENSES AND TAXES 18478 18478 29042 13297 15745 2905510 1627542 1268879 9089 450504 646450 326058 938244 182864 455464 894636 816645 80403 54685 1876377 1308411 603280 567966 2665353 2720400 15043 13989 597947 520774 5816088 6734617 193883 109338 51524 55177 666765 564788 912172 729303 X 4797547 5983615 106369 21699 4903916 6005314 5816088 6734617 855905 245493 0 X X 0 1 X 1 0 X 33650 61625 38433 76233 201077 411018 33650 61625 38433 76233 201077 411018 36525 374493 178889 231147 166990 127055 49332 753413 9 2266 89 6951 9315 1173746 7951873 0.31910 0.16530 X PART II, SECTION C, LINE 17 1. THE FOUNDATION PASSES THE PUBLIC SUPPORT TEST FOR 2020 UNDER THE FACTS AND CIRCUMSTANCES TEST AS THE PUBLIC SUPPORT PERCENTAGE IS GREATER THAN 10% FOR BOTH 2020 AND 2019. 2. THE FOUNDATION HAS A REPRESENTATIVE GOVERNING BODY THAT REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. 3. THE FOUNDATION AND BOARD ARE INCREASING THEIR SUPPORT FROM A REPRESENTATIVE NUMBER OF THE PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2600055 289888 120000 2769943 2066284 533771 2600055 2503747 -437463 2066284 2157937 345810 2503747 2042732 215205 100000 2157937 1.00000 1 1 0 186662 186662 629258 331291 297967 99258 34625 64633 961199 942495 18704 567966 RIGHT-OF-USE ASSET 520774 520774 LEASE LIABILITY 564788 564788 X 4006908 245493 245493 3761415 0 3761415 2905510 0 2905510 0 2905510 PART X, LINE 2: THE FOUNDATION IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER IRC SECTION 501(A). THE FOUNDATION HAS ALSO BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(2). THEREFORE, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENT OF A TAX-EXEMPT ORGANIZATION AND THEREFORE HAS NO UNCERTAIN INCOME TAX POSITIONS AT DECEMBER 31, 2019 AND 2018. PART V, LINE 4: THE BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS AS AN ENDOWMENT FUND. INVESTMENT INCOME EARNED ON THESE ASSETS IS REINVESTED IN THIS FUND. THESE FUNDS CAN BE USED TO FINANCE UNRESTRICTED OPERATIONS AS NECESSARY. X X 0 0 0 0 0 0 0 0 0 LINDA BEVILACQUA PRESIDENT 207571 0 0 0 0 0 0 0 0 0 207571 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 JOHN HIRSCH IS THE SON OF E.D. HIRSCH. NEITHER RECEIVES COMPENSATION FOR THEIR SERVICES OUR CONDUCTS OTHER BUSINESS WITH THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE THEN PRESENT IT TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, BOARD MEMBERS AND OFFICERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE PRESIDENT MAKES THE DETERMINATION OF WHETHER CONFLICTS EXIST AND REVIEWS ACTUAL CONFLICTS. TO REGULARLY AND CONSISTENTLY MONIOT COMPLIANCE WITH THE POLICY, ALL EMPLOYEES ARE ASKED TO SIGN A CONFIDENTIALITY AGREEMENT UPON HIRE. THEY ARE REQUIRED TO LET THE PRESIDENT KNOW OF ANY OTHER EMPLOYMENT AND IT IS AT THE DISCRETION OF THE PRESIDENT TO DETERMINE IF THERE IS A CONFLICT AND PROVIDE APPROVAL. WHEN DEALING WITH A BOARD MEMBER OR AN OFFICER, AND AD HOC COMMITTEE OF THE BOARD IS FORMED TO EXPLORE ISSUES RELATED TO THE POTENTIAL CONFLICT. THE COMMITTEE PRESENTS ITS RESEARCH TO THE BOARD AND THE BOARD MAKES A DECISION ON APPROVAL OR DISAPPROVAL. THE DECISION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 MANAGEMENT, KEY EMPLOYEES AND OFFICERS' COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE BOARD DETERMINES REASONABLENESS OF COMPENSATION AMOUNTS BASED ON COMPARISON TO OTHER SIMILAR ORGANIZATIONS AND COMPARABILITY DATA. ALL DECISION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 34,084. MANAGEMENT AND GENERAL EXPENSES 112,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,610. PUBLICATION AND DEVELOPMENT: PROGRAM SERVICE EXPENSES 984,408. MANAGEMENT AND GENERAL EXPENSES 520. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 984,928. CONSULTANTS: PROGRAM SERVICE EXPENSES 15,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,900. PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS DURING THE YEAR.