2020-11-16T14:19:15-06:00 2019-12-31 540618213 HANTZMON WIEBEL LLP CPA'S 818 E JEFFERSON ST PO BOX 1408 CHARLOTTESVILLE VA 22902 990 2019-01-01 541371584 CORE KNOWLEDGE FOUNDATION CORE 4349777550 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 LINDA BEVILACQUA PRESIDENT 4349777550 2020-11-16 1 P FRANK BERRY P00322544 4342962156 64.88.174.3 2020-11-16 10:08:43 ES P 51837F1885751644A6CF7AD6D02EAA203B018088 2C253A0EFABF2DF5D9BEA6ED3F90929209C8C89C 2019 2021-01-29 14:40:06Z LINDA BEVILACQUA 801 EAST HIGH STREET CHARLOTTESVILLE VA 22902 3878971 0 X WWW.COREKNOWLEDGE.ORG X 1986 VA THE FOUNDATION'S MISSION IS TO PROVIDE EDUCATIONAL EXCELLENCE AND EQUITY FOR ALL CHILDREN. 13 13 16 0 0 0 588433 241233 213948 275110 535476 47839 1096177 1390207 2434034 1954389 0 0 0 0 1088863 974888 0 0 14269 1562886 2134157 2651749 3109045 -217715 -1154656 6470921 5816088 994717 912172 5476204 4903916 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 1977907 1286331 CORE KNOWLEDGE HISTORY AND GEOGRAPHY (CKHG) CURRICULUM - INITITALLY FUNDED WITH A BOARD-APPROVED USE OF THE FOUNDATION'S OWN ASSETS, THE FOUNDATION RECEIVED GRANT FUNDING IN 2016 AND 2017 TO CONTINUE DEVELOPMENT OF CKHG. DURINGTHAT PERIOD, INSTRUCTIONAL MATERIALS FOR 30 INSTRUCTIONAL UNITS DESIGNED FOR USE BY TEACHER AND STUDENTS IN GRADES 3-5 WERE CREATED AND MADE AVAILABLE THROUGH OUR WEBSITE FOR FREE DOWNLOAD.THE 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 TIMLINE CARDS TO BRING HISTORIVAL EVENTS TO LIFE. THE TEACHER GUIDES ALSO INCLUDE: "ADDITIONAL ACTIVITIES" MAKING CROSS-CIRRICULAR 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 TRUPS TO MUSEUMS/HISTORICAL SITES ACROSS THE US AND AROUND THE WORLD - SUGGESTIONS FOR INSTRUCTIONAL ADAPTATIONS FOR STUDENTS 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.IN 2018, THE FOUNDATION TURNED ITS ATTENTION TO CREATING 9 ADDITIONAL CKHG INTRUCTIONAL UNITS FOR USE BY TEACHERS AND STUDENT IN GRADE 6. TO DATE, OVER 12,890 GRADES 3-6 CHKG FILES HAVE BEEN DOWNLOADED FOR FREE FROMOUR WEBSITE. FOR MORE INFORMATION, SEE: HTTPS://WWW.COREKNOWLEDGE.ORG/CURRICULUM/HISTORY-GEOGRAPHY/. 247238 160791 IMPLEMENTATION SUPPORT AND PROFESSIONAL DEVELOPMENT - THE CORE KNOWLEDGE FOUNDATION'S GOAL IS TO PROVIDE SCHOOLS INTERESTED IN USING CORE KNOWLEDGE MATERIALS WITH MULTIPLE, FLEXIBLE OPTIONS FOR IMPLEMENTATION SUPPORT, SO SCHOOLS CAN CHOOSE THE PROFESSIONAL DEVELOPMENT OPTIONS THAT WORK BEST FOR THEM. SCHOOL VISITS AND ON-SITE WORKSHOPS ARE AVAILABLE THROUGH CORE KNOWLEDGE LICENSED PROFESSIONALS, I.E., INDEPENDENT CONSULTANTS WHOM THE FOUNDATION HAS SPECIFICALLY LICENSES TO PROVIDE ON-SITE IMPLEMENTATION SUPPORT TO ANY SCHOOL INTERESTED IN SUCH SUPPORT; SEE THIS LINK ON OUR WEBSITE FOR MORE INFORMATION ABOUT THE INDEPENDENT LICENSED PROFESSIONALS: HTTPS://WWW.COREKNOWLEDGE.ORG/IMPLEMETNATION/PROFESSIONAL-DEVELOPMENT/LICENSED PROFESSIONALS/THE CORE KNOWLEDGE FOUNDATION DOES PROVIDE ANNUAL PROFESSIONAL DEVELOPMENT FOR SCHOOL ADMINISTRATORS IN A LEADERSHIP INSTITUTE. PARTICIPANTS LEARN WHAT IT MEANS TO IMPLEMENT CORE KNOWLEDGE WITH FIDELITY AS WELL AS HOW TO CULTIVATE THIS APPROACH WITHIN THEIR SCHOOL COMMUNITY. ATTENDEES ARE ALSO PROVIDED WITH THE OPPORTUNITY TO NETWORK WITH ONE ANOTHER AND LEARN ABOUT THE FOUNDATION'S NEWEST RESOURCES. TOPICS INCLUDE THE CORE KNOWLEDGE APPROACH, IMPLEMENTATION PLANNING, RESOURCES, EFFECTIVE TEACHING, PARENT AND COMMUNITY INVOLVEMENT, AND HIGH-LEVERAGE LEADERSHIP STRATEGIES.30 CK LEADERS PARTICIPATED IN THE 2018 LEADERSHIP INSTITUTE. THEY REPRESENTED 17 SCHOOLS ACROSS THE COUNTRY (AZ, CA, CO, FL, IL, MN, NC, NV, UT, WA) AND CANADA. 247238 160791 THE CORE KNOWLEDGE LANGUAGE ARTS CURRICULUM MATERIALS, OF CKLA, WERE COMPLETED IN 2015, ALL GRADES OF CKLA, PREK THROUGH 5, HAVE BEEN AVAILABLE FOR FREE DOWNLOAD THROUGH OUR WEBSITE SINCE THEIR COMPLETION, SEE: HTTPS://WWW.COREKNOWLEDGE.ORG/CURRICULUM/LANGUAGE-ARTS/THE CKLA MATERIALS ARE ALSO AVAILABLE FOR FREE DOWNLOAD ON OTHER WEBSITES AS WELL, SUCH AS THE ENGAGENY WEBSITE AND UNBOUNDED, SEE: HTTPS://WWW.ENGAGENY.ORG/SUBJECT/ENGLISH-LANGUAGE-ARTS/ HTTPS://WWW.UNBOUNDED.ORG/EXPLORE_CURRICULUM?SUBJECTS=ELAOVER 8,000,000 CKLA FILES HAVE BEEN DOWNLOADED TO TO DATE.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 TH CKLA PROGRAM. IN THE GUIDE, YOU WILL FIND LINKS TO HELPFUL RESOUCRESE SUCH AS ON-DEMAND WBINARS, TURNKEY TRAINING MATERIALS, VIDEO CLIPS AND ALIGNMENT CHARTS. SEE: HTTPS://WWW/COREKNOWLEDGE.ORG/IMPLEMENTATION/TOOLS-RESOURCES/CKLA-TOOLSADDITIONALLY, THE FOUNDATION CONTINUES TO OFFER FREE GUIDANCE VIA E-MAIL AND PHONE SUPPORT TO THOSE TEACHERS AND SCHOLLS WORKING TO IMPLEMENT CKLA IN THEIR CLASSROMMS. 2472383 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 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 0.00 X X 0 0 0 STEPHEN TOMLIN VICE CHAIRMAN 0.00 X X 0 0 0 ED HIRSCH JR TREASURER 0.00 X X 0 0 0 LOUISA D SPENCER SECRETARY 0.00 X X 0 0 0 MARK BAUERLEIN TRUSTEE 0.00 X 0 0 0 CHESTER E FINN JR TRUSTEE 0.00 X 0 0 0 PETER FORMANEK TRUSTEE 0.00 X 0 0 0 LEWIS BLAUSTEIN TRUSTEE 0.00 X 0 0 0 BRAD MILLER TRUSTEE 0.00 X 0 0 0 DAVID STEINER TRUSTEE 0.00 X 0 0 0 RUTH WATTENBERG TRUSTEE 0.00 X 0 0 0 JOHN HIRSCH TRUSTEE 0.00 X 0 0 0 ROBERT PONDISCIO TRUSTEE 0.00 X 0 0 0 LINDA BEVILACQUA PRESIDENT 50.00 X 129311 0 6689 DANIEL FRANCK DIRECTOR OF SCIENCE CURRICULUM 40.00 X 102261 0 1739 231572 0 8428 2 0 0 0 SIX RED MARBLES LLC PO BOX 419233 BOSTON MA 02241 PUBLICATION DEVELOPMENT 552598 1 241233 241233 CONTRACT REVENUE 900099 150000 150000 WORKSHOP REVENUE 900099 120110 120110 PROGRAM SERVICE CONSULTING 900099 5000 5000 275110 91498 91498 35557 35557 1421353 1465012 -43659 -43659 -43659 1792373 459570 1332803 1332803 21847 21847 21847 1954389 1607913 0 105243 136689 120286 13669 2734 721047 647846 62801 10400 48484 41375 7002 107 68668 58273 9411 984 89622 88072 1550 205517 35431 170086 35593 487 35106 207886 125460 82382 44 134127 134127 73986 60043 13943 44017 44017 31153 31153 PUBLICATION DEVELOPMENT 1277056 1276600 456 PERMISSION FEES 17605 17605 DONATIONS 15100 15100 MISC 1057 318 739 1438 587 851 3109045 2472383 622393 14269 499534 450504 258392 326058 30890 182864 798393 894636 62525 80403 1867938 1264658 642584 603280 3544707 2665353 15209 15043 618687 597947 6470921 5816088 317156 193883 4800 51524 672761 666765 994717 912172 X 5394513 4797547 81691 106369 5476204 4903916 6470921 5816088 -1154656 582368 0 X X 0 1 X 1 0 X 95536 33650 61625 38433 76233 305477 95536 33650 61625 38433 76233 305477 54661 250816 251436 178889 231147 166990 127055 955517 246647 9 2266 89 6951 255962 1516956 0.16530 0.10770 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CURRICULUM DEVELOPMENT DATE: 11/05/19 AMOUNT: 65000. DESCRIPTION: CURRICULUM DEVELOPMENT DATE: 03/12/19 AMOUNT: 100000. PART II, SECTION A DURING 2019 THE FOUNDATION RECLASSIFIED SEVERAL PRIOR YEAR GIFTS AS UNUSUAL GRANTS AND RESTATED THE SCHEDULE A, PART II SUPPORT TEST. PART II, SECTION C, LINE 17 1. THE FOUNDATION PASSES THE PUBLIC SUPPORT TEST FOR 2019 UNDER THE FACTS AND CIRCUMSTANCES TEST AS THE PUBLIC SUPPORT PERCENTAGE IS GREATER THAN 10% FOR BOTH 2018 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 2066284 533771 2600055 2503747 -437463 2066284 2157937 345810 2503747 2042732 215205 100000 2157937 2057713 -14981 2042732 1.00000 0.00000 0.00000 1 1 0 186662 186662 629258 314888 314370 99258 20775 78483 952760 928995 23765 603280 RIGHT-OF-USE ASSET 597947 597947 LEASE LIABILITY 666765 666765 X 2536757 582368 582368 1954389 0 1954389 3109045 0 3109045 0 3109045 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. 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. PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS DURING THE YEAR.