2020-07-09T10:29:34-05:00 2019-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2018-07-01 043457065 THE SCHOTT FDTN FOR PUBLIC EDUCATION SCHO 6178767700 1250 HANCOCK STREET NO 803N QUINCY MA 02169 JOHN H JACKSON PRESIDENT AND CEO 6178767700 2020-06-22 1 BRENDA BOOTH P01342395 6177610600 2020-06-22 207.172.72.163 2020-06-22 12:53:05 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AAFE5242E44AA74A98A743050A15125E154A43A4 2018 2021-01-29 14:40:06Z JOHN H JACKSON 1250 HANCOCK STREET NO 803N QUINCY MA 02169 2747745 0 X WWW.SCHOTTFOUNDATION.ORG X 1999 MA PLEASE SEE SCHEDULE OTHE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. 11 11 15 11 0 0 4364720 2264348 0 0 569827 222687 10292 455 4944839 2487490 2450601 1661980 0 0 1943416 1395454 0 0 133517 1024533 886359 5418550 3943793 -473711 -1456303 8079466 6505240 361483 192005 7717983 6313235 X PLEASE SEE SCHEDULE OTHE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. 0 0 2514044 1661980 OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. SCHOTT WILL BUILD THE CAPACITY OF THE EDUCATION JUSTICE MOVEMENT TO ACCOMPLISH THESE OBJECTIVES THROUGH INCREASING PHILANTHROPIC RESOURCES TO THE OPPORTUNITY TO LEARN NETWORK, EXECUTING A GRANTMAKING STRATEGY EMPLOYING A RACE AND GENDER LENSE, AND PROVIDING ADVOCACY AND OPERATIONS TECHNICAL ASSISTANCE TO NATIONAL EDUCATION JUSTICE NETWORKS. 2514044 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 17 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X X JOHN H JACKSON 6178767700 1250 HANCOCK STREET SUITE 803N QUINCY MA 02169 ANTONIA DARDER BOARD DIRECTOR 1.00 0.00 X 0 0 0 SHARON LETTMAN-HICKS CLERK (UNTIL NOV '18) 1.00 0.00 X X 0 0 0 MARK PALEY TREASURER 1.00 0.00 X X 0 0 0 ROGER VANN BOARD DIRECTOR 1.00 0.00 X 0 0 0 SUSAN TAYLOR BATTEN BOARD DIRECTOR 1.00 0.00 X 0 0 0 CAROLINA ESPINAL BOARD DIRECTOR 1.00 0.00 X 0 0 0 WENDY PURIEFOY BOARD DIRECTOR 1.00 0.00 X 0 0 0 EILEEN DE LOS REYES BOARD DIRECTOR 1.00 0.00 X 0 0 0 CARLOS ROJAS ALVAREZ CLERK 1.00 0.00 X X 0 0 0 JACKIE JENKINS-SCOTT CHAIR 1.00 0.00 X X 0 0 0 MAISIE CHIN VICE-CHAIR 1.00 0.00 X X 0 0 0 GREG JOBIN-LEEDS CO-FOUNDER 1.00 0.00 X X 0 0 0 JOHN H JACKSON PRESIDENT AND CEO 40.00 1.00 X 329231 0 48012 CASSIE SCHWERNER SENIOR VP OF PROGRAMS (UNTIL NOV '18) 40.00 0.00 X 160903 0 32481 EDGAR G VILLANUEVA VP OF PROGRAMS AND ADVOCACY 40.00 0.00 X 125467 0 20114 HEIDI M BROOKS FORMER CHIEF OPERATING OFFICER 40.00 0.00 X 101820 0 10485 717421 0 111092 4 1 1 0 0 955000 1309348 2264348 154035 154035 328907 260255 68652 68652 68652 OTHER INCOME 900099 455 455 455 2487490 0 0 223142 1661980 1661980 450223 77307 372916 716036 330667 313731 71638 55768 24464 25632 5672 96646 23587 63442 9617 76781 33252 39756 3773 36250 36250 218 218 137077 137077 17500 17500 33240 33240 195471 167150 20656 7665 1555 1555 15895 2835 10833 2227 23359 12613 9651 1095 146124 73115 60334 12675 146822 47351 96644 2827 42903 17963 16256 8684 29184 6496 19414 3274 12293 286 12007 TELEPHONE 16163 9776 5578 809 PAYROLL SERVICES 10957 4467 5539 951 MOVING EXPENSES 7724 7724 LICENSES & FEES 4837 793 4044 8787 887 5290 2610 3943793 2514044 1296232 133517 1240705 243990 322791 549847 495000 306880 7440 9437 56176 27214 121517 65530 39030 55987 5873039 5292005 45285 19880 8079466 6505240 176483 157005 185000 35000 361483 192005 X 684239 655050 7033744 5658185 7717983 6313235 8079466 6505240 -1456303 51555 0 X 0 1 X 1 0 X 4707372 5253010 4528600 4364720 2264348 21118050 4707372 5253010 4528600 4364720 2264348 21118050 6175348 14942702 182311 301307 190686 230712 154035 1059051 20000 10000 10000 10000 0 50000 21600 292 455 22347 22249448 0.67160 0.65150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENT INCOME - 2016 AMOUNT: $ 21,600. OTHER INCOME - 2017 AMOUNT: $ 292. 2018 AMOUNT: $ 455. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35000 0 35000 3775276 3810276 340514 85129 0 0 407489 343710 398350 340514 1490063 2235095 31000 10000 50000 35000 126000 101872 85928 99588 85129 372517 558776 31000 10000 50000 35000 126000 5873039 241002 397000 5717041 6595847 413928 1136736 5873039 6165965 763110 333228 6595847 6937057 -95092 676000 6165965 6859481 77576 6937057 0.07710 0.00000 0.92290 0 0 18662 4054 14608 102855 61476 41379 55987 X 2505805 51555 51555 2454250 33240 33240 2487490 3910553 0 3910553 33240 33240 3943793 PART V, LINE 4: THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION. 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. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION 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. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST THREE YEARS. 1 ARKANSAS COMMUNITY INSTITUTE 2101 S MAIN STREET LITTLE ROCK AR 72206 721072223 501(C)(3) 15000 TO ORGANIZE PARENTS AND YOUTH IN LITTLE ROCK, ARKANSAS TO DEMAND AND ENSURE STUDENTS ATTEND HIGH QUALITY PUBLIC SCHOOLS AND THAT THE PUBLIC SCHOOL SYSTEM IS FAIR AND EQUITABLE BAGLY INC 28 COURT SQUARE BOSTON MA 02108 042785336 501(C)(3) 20000 TO SUPPORT LGBTQ+ YOUTH IN SCHOOLS AND EDUCATION JUSTICE ADVOCACY SPACES IN THE GREATER BOSTON AREA BEYOND THE BRICKS INC 303 WEST 122ND STREET SUITE 25 NEW YORK NY 10027 800735545 501(C)(3) 28000 TO SUPPORT THE COMMUNITIES IN SCHOOLS CURRICULUM TO ENGAGE LOCAL COMMUNITIES IN ISSUES OF EQUITY IN PUBLIC SCHOOLS CALIFORNIANS FOR JUSTICE EDUCATION FUND 1971 LAS PLUMAS AVENUE SAN JOSE CA 95133 943256009 501(C)(3) 30000 TO SUPPORT THE RELATIONSHIP CENTERED SCHOOLS CAMPAIGN TO TRANSFORM SCHOOL CLIMATE BY INVESTING IN SCHOOL STAFF, VALUING STUDENT VOICE, AND CREATING SPACES FOR RELATIONSHIP BUILDING IN CALIFORNIA CAMPAIGN FOR BLACK MALE ACHIEVEMENT INC 570 LEXINGTON AVENUE 5TH FLOOR SUITE 500 NEW YORK NY 10022 472532282 501(C)(3) 5000 TO SUPPORT EDUCATION CENTER FOR LABOR EDUCATION AND RESEARCH INC 375 CENTRE STREET BOSTON MA 02130 222604923 501(C)(3) 5000 TO SUPPORT COMMUNICATIONS AND COMMUNITY ENGAGEMENT PLAN FOR THE FUND OUR FUTURES CAMPAIGN, A CAMPAIGN AIMED AT INVESTING MORE MONEY INTO THE MASSACHUSETTS STATE BUDGET FOR PUBLIC EDUCATION CENTER FOR LABOR EDUCATION AND RESEARCH INC 375 CENTRE STREET BOSTON MA 02130 222604923 501(C)(3) 5000 TO SUPPORT THE MASSACHUSETTS PUBLIC EDUCATION MOVEMENT ORGANIZING INSTITUTE IN AN EFFORT TO BUILD SUPPORT TO INCREASE FUNDING FOR PUBLIC EDUCATION CENTER FOR LABOR EDUCATION AND RESEARCH INC 375 CENTRE STREET BOSTON MA 02130 222604923 501(C)(3) 50000 TO SUPPORT PARENT-LED ORGANIZING AND PARENT LEADERSHIP DEVELOPMENT IN EIGHT MASSASCHUSETTS GATEWAY CITIES TO SUPPORT PUBLIC EDUCATION CENTER FOR POPULAR DEMOCRACY INC 449 TROUTMAN STREET SUITE A BROOKLYN NY 11237 453813436 501(C)(3) 25000 TO SUPPORT THE LOUISIANA PARENT UNION AND LOUISIANA ALLIANCE TO RECLAIM OUR SCHOOLS (LAROS) IN IMPLEMENTING THE SUSTAINABLE COMMUNITY SCHOOLS STATE RESOLUTION COMMUNITY ASSET DEVELOPMENT REDEFINING ED 8410 S BROADWAY LOS ANGELES CA 90003 264753821 501(C)(3) 7500 TO SUPPORT EDUCATION COMMUNITY FUNDS INC THE NEW YORK COMMUNITY TRUST 909 THIRD AVENUE 22ND FLOOR NEW YORK NY 10022 133062214 501(C)(3) 20000 TO SUPPORT IMPROVING SYSTEM-WIDE POLICY REFORM IN NEW YORK CITY'S PUBLIC SCHOOLS THROUGH A DIRECT GRANT TO DONORS' EDUCATION COLLABORATIVE (DEC) COMMUNITY LABOR UNITED INC 6 BEACON STREET 910 BOSTON MA 02108 203404034 501(C)(3) 10000 TO SUPPORT PARENT, STUDENT, COMMUNITY, AND LABOR PARTNERSHIPS IN BOSTON AND ACROSS MASSACHUSETTS TO INCREASE REVENUE FOR PUBLIC EDUCATION FAMILIES AND FRIENDS OF LOUISIANA'S INCAR 1307 ORETHA CASTLE HALEY BOULEVARD SUITE 303 NEW ORLEANS LA 70113 205924561 501(C)(3) 15000 TO SUPPORT FFLIC'S ONGOING LET KIDS BE KIDS (LKBK) CAMPAIGN, WHICH SEEKS TO BUILD THE POWER OF FAMILIES IMPACTED BY SCHOOL PUSH-OUT AND DEMAND AN END TO ZERO TOLERANCE POLICIES IN NEW ORLEANS LOUISIANA SCHOOLS FUNDERS FOR LGBTQ ISSUES 104 W 29TH STREET 4TH FLOOR NEW YORK NY 10001 134144494 501(C)(3) 15000 TO INCREASE THE SCALE AND IMPACT OF PHILANTHROPIC DOLLARS SUPPORTING HEALTHY LIVING AND LEARNING ENVIRONMENTS FOR LGBTQ YOUTH IN SCHOOLS GIRLS FOR GENDER EQUITY INC 25 CHAPEL STREET SUITE 1006 BROOKLYN NY 11201 043697166 501(C)(3) 25000 TO SUPPOR THE SCHOOL GIRLS DESERVE CAMPAIGN IN NEW YORK CITY, AIMED AT PROMOTING INVESTMENT IN THE SCHOOLS THAT YOUNG PEOPLE OF COLOR WANT, NEED AND DESERVE GSA NETWORK 300 FRANK H OGAWA PLAZA 9 OAKLAND CA 94612 205367752 501(C)(3) 125000 TO SUPPORT THE PEOPLES THINK TANK, A NETWORK THAT SEEKS TO BUILD A STRONG EDUCATIONAL JUSTICE FORCE AND CREATE OPPORTUNITIES TO EXPLORE INTERCONNECTEDNESS ACROSS THE EDUCATION JUSTICE MOVEMENT KENWOOD OAKLAND COMMUNITY ORGANIZATION 4242 S COTTAGE GROVE AVENUE CHICAGO IL 60653 362598637 501(C)(3) 2500 RAPID RESPONSE GRANT FOR JOURNEY FOR JUSTICE ALLIANCE KENWOOD OAKLAND COMMUNITY ORGANIZATION 4242 S COTTAGE GROVE AVENUE CHICAGO IL 60653 362598637 501(C)(3) 60000 TO SUPPORT THE JOURNEY FOR JUSTICE ALLIANCE #WECHOOSE CAMPAIGN, WORKING TO ADVANCE EDUCATION EQUITY AND RACIAL JUSTICE LOCALLY, REGIONALLY, AND NATIONALLY KENWOOD OAKLAND COMMUNITY ORGANIZATION 4242 S COTTAGE GROVE AVENUE CHICAGO IL 60653 362598637 501(C)(3) 5000 TO SUPPORT JOURNEY FOR JUSTICE ALLIANCE KIDS RETHINK NEW ORLEANS SCHOOLS 705 FLOOD STREET NEW ORLEANS LA 70117 331203055 501(C)(3) 15000 TO ENGAGE YOUNG PEOPLE IN A CAMPAIGN TO ELIMINATE ZERO-TOLERANCE DISCIPLINE POLICIES IN NEW ORLEANS LOUISIANA SCHOOLS LEAP YEAR INC 229 PEACHTREE NE SUITE 725 ATLANTA GA 30303 811224809 501(C)(3) 5000 TO SUPPORT EDUCATION MASSACHUSETTS BUDGET & POLICY CENTER 1 STATE STREET SUITE 1250 BOSTON MA 02109 042967537 501(C)(3) 30000 TO PROVIDE EDUCATION FINANCE POLICY RESEARCH AND ANALYSIS TO LOCAL AND STATEWIDE COMMUNITY AND LABOR PARTNERSHIP TABLES IN MASSACHUSETTS MASSACHUSETTS COMMUNITIES ACTION NETWORK 14 CUSHING AVENUE DORCHESTER MA 02125 042863903 501(C)(3) 20000 TO SUPPORT FAITH AND COMMUNITY ENGAGEMENT EFFORTS TO ADVOCATE FOR EQUITABLE PUBLIC SCHOOL RESOURCES IN MASSACHUSETTS NATIONAL ECONOMIC & SOCIAL RIGHTS INIT 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 501(C)(3) 75000 TO SUPPORT THE NATIONAL DIGNITY IN SCHOOLS CAMPAIGN FOR FAIR & JUST SCHOOL CLIMATE, AIMED AT CHALLENGING THE SYSTEMIC PROBLEM OF PUSHOUT IN UNITED STATES SCHOOLS NATIONAL PUBLIC EDUCATION SUPPORT FUND 1900 L STREET NW SUITE 520 WASHINGTON DC 20036 263015634 501(C)(3) 10000 TO SUPPORT EDUCATION NEO PHILANTHROPY INC 45 W 36TH STREET 6TH FLOOR NEW YORK NY 10018 133191113 501(C)(3) 200000 TO SUPPORT FRIENDS OF THE US COMMISSION ON CIVIL RIGHTS TO INCREASE THE NATIONS COMMITMENT TO CIVIL RIGHTS; MOBILIZE A BROADER BASE OF SUPPORT FOR AND PARTICIPATION IN THE INSTITUTIONS AND PROCESSES THAT SECURE THOSE RIGHTS NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 550000 TO SUPPORT COMMUNITIES FOR JUST SCHOOLS FUND IN BUILDING HEALTHY LIVING AND LEARNING COMMUNITIES TO ENSURE STUDENTS OF COLOR HAVE A FAIR, JUST AND QUALITY START NEW VENTURE FUND 1201 CONNECTICUT AVENUE NW SUITE 300 WASHINGTON DC 20036 205806345 501(C)(3) 10000 TO SUPPORT COMMUNITIES FOR JUST SCHOOLS FUND CONFERENCE SCHOLARSHIP NORTH STAR FUND INC 520 EIGHTH AVENUE SUITE 1800 NEW YORK NY 10018 132950801 501(C)(3) 30000 TO SUPPORT THE COALITION FOR EDUCAITON JUSTICE AND THE EXPANSION OF COMMUNITY SCHOOLS IN NEW YORK CITY ONE VOICE INC 1072 JR LYNCH STREET SUITE 7 JACKSON MS 39203 020787550 501(C)(3) 25000 TO SUPPORT THE MISSISSIPPI EDUCATION EQUITY PROJECT PUBLIC POLICY & EDUCATION FUND OF NY INC 94 CENTRAL AVENUE ALBANY NY 12206 133364209 501(C)(3) 50000 TO SUPPORT ALLIANCE FOR QUALITY EDUCATION'S SCHOOLS NOT JAILS CAMPAIGN AND INCREASE REVENUE FOR PUBLIC SCHOOLS IN NEW YORK STATE ROCKEFELLER PHILANTHROPY ADVISORS INC 6 WEST 48TH STREET 10TH FLOOR 10036 10036 NEW YORK NY 10036 133615533 501(C)(3) 10000 GRANT FOR EXECUTIVES ALLIANCE FOR BOYS AND MEN OF COLOR AND THEIR WORK TO REMOVE SOCIAL AND SYSTEMIC BARRIERS TO OPPORTUNITIES FOR MALES OF COLOR SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23532 CALABASAS ROAD SUITE A CALABASAS CA 91302 954116679 501(C)(3) 5000 TO SUPPORT EDUCATION SOUTHERN ECHO INC 1350 LIVINGSTON LAND JACKSON MS 39213 640819311 501(C)(3) 30000 TO SUPPORT THE EVERY STUDENT SUCCEEDS ACT (ESSA) AND PROMOTE EQUITABLE EDUCATION STANDARDS FOR ALL MISSISSIPPI STUDENTS AND FAMILIES STONE LANTERN FILMS INC 28 HILLSIDE AVEUE NEW YORK NY 10901 521486485 501(C)(3) 28000 TO SUPPORT SPANISH-LANGUAGE TRANSLATION OF "BACKPACK FULL OF CASH AND SUPPORT CAMPAIGN EFFORTS IN SPANISH-SPEAKING AND ESL COMMUNITIES TO INCREASE FUNDING IN PUBLIC SCHOOLS TRANSFORMATIVE CULTURE PROJECT 500 BEECH STREET HOLYOKE MA 01040 800214659 501(C)(3) 20000 TO DEVELOP YOUTH-LED MEDIA PROJECTS FOCUSED ON EQUITABLE FUNDING FOR PUBLIC SCHOOLS IN MASSACHUSETTS WELLSTONE ACTION FUND 2446 UNIVERSITY AVENUE W SUITE 170 SAINT PAUL MN 55114 352191193 501(C)(3) 5000 TO FUND A TWO-DAY STRATEGIC PLANNING SESSION WITH THE MASSACHUSETTS EDUCATION JUSTICE ALLIANCE WELLSTONE ACTION FUND 2446 UNIVERSITY AVENUE W SUITE 170 SAINT PAUL MN 55114 352191193 501(C)(3) 10000 TO PROVIDE CAMPAIGN PLANNING SUPPORT TO MASSACHUSETTS GRANTEE PARTNERS WORKING TO ADVANCE EQUITY WORCESTER INTERFAITH 111 PARK AVENUE WORCESTER MA 01609 043158699 501(C)(3) 10000 TO LAUNCH THE TEN-YEAR AGENDA CAMPAIGN TO SUPPORT POLICY CHANGE AROUND SCHOOL DISCIPLINE AND INCREASE FUNDING FOR PUBLIC EDUCATION IN MASSACHUSETTS. XAVIER UNIVERSITY OF LOUISIANA OFFICE OF INSTITUTIONAL ADVANCEMENT 1 DREXEL DRIVE BOX 66 NEW ORLEANS LA 70125 720635884 501(C)(3) 5000 TO SUPPORT EDUCATION YOUTHBUILD USA INC 58 DAY STREET SOMERVILLE MA 02144 223076454 501(C)(3) 30000 TO SUPPORT YOUTH ON BOARD TO PROVIDE YOUTH LEADERSHIP AND YOUTH ORGANIZING CAPACITY BUILDING SUPPORT TO ESTABLISHED AND EMERGING EDUCATION JUSTICE COALITIONS IN MASSACHUSETTS 35 0 PART I, LINE 2: THE ORGANIZATION ADHERES TO A STRICT POLICY FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES BY (1) ENABLING IT TO RETAIN CONTROL AND DISCRETION AS TO THE USE OF THE FUNDS; (2) MAINTAINING RECORDS THAT ESTABLISH THAT THE FUNDS WERE USED FOR EXEMPT PURPOSES; AND (3) LIMITING THE DISTRIBUTION OF FUNDS TO SPECIFIC PROJECTS THAT ARE IN FURTHERANCE OF ITS OWN EXEMPT PURPOSE. IN ADDITION, EACH POTENTIAL GRANTEE MUST SUBMIT A GRANT PROPOSAL TO THE ORGANIZATION WHICH OUTLINES THE GRANT AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT. THE ORGANIZATION WILL THEN CONDUCT A PRE-GRANT INQUIRY WHICH ADDRESSES THE FOLLOWING: (1) THE IDENTITY, PRIOR HISTORY, AND EXPERIENCE OF THE GRANTEE ORGANIZATION AND ITS MANAGERS; (2) WHETHER THE GRANTEE HAS A HISTORY OF COMPLIANCE WITH THE TERMS OF PREVIOUS GRANTS; (3) THE CURRENT PROJECT; AND THE CONNECTION TO THE ORGANIZATION'S MISSION. AFTER THE GRANT HAS BEEN APPROVED, A GRANT AWARD LETTER IS SENT TO THE GRANTEE DISCUSSING THE TERMS OF THE GRANT. THIS LETTER REQUIRES THE GRANTEE TO FURNISH THE GRANTOR WITH A REPORT ON THE USE OF THE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OF THE GRANT. X 1 1 X X X X X X 1 0 0 0 0 0 0 0 0 JOHN H JACKSON PRESIDENT AND CEO 329231 0 0 0 0 0 22048 0 25964 0 377243 0 0 0 CASSIE SCHWERNER SENIOR VP OF PROGRAMS (UNTIL NOV '18 160903 0 0 0 0 0 13400 0 19081 0 193384 0 0 0 HEIDI M BROOKS FORMER CHIEF OPERATING OFFICER 73345 0 0 0 28475 0 4870 0 5615 0 112305 0 0 0 PART I, LINE 1A ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. PART I, LINE 4A SEVERANCE PAYMENTS HEIDI BROOKS, $28,475 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM. A SET OF PARAMETERS INCLUDING SALARY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITMENT FIRM. THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND AND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE EXECUTIVE COMMITTEE MANAGES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD. 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. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CAROLINE & SIGMUND SCHOTT FUND 1250 HANCOCK STREET SUITE 803N QUINCY MA 02169 112856561 PRIVATE GRANTMAKING FOUNDATION DE 501(C)(3) PF THE SCHOTT FDTN FOR PUBLIC EDUCATION 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 CAROLINE & SIGMUND SCHOTT FUND C 955000 CASH