2019-11-01T10:03:57-05:00 2019-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2018-07-01 210703075 THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION WOOD 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 BEVERLY SANFORD VICE PRESIDENT & SECRETARY 6094527007 2019-11-01 1 SHERISE D RITTER CPA P00039222 6096899700 63.117.53.200 2019-11-01 11:03:39 ED P A41C395DCC12C4EA8273B8AB0883DCEF5749B804 5B1665C613A716987913485AF3F200E35AE591D1 2018 2020-03-31 21:24:44Z BEVERLY SANFORD 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 48786381 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 23 22 44 22 0 0 30549914 7454384 0 987545 339516 456824 0 0 30889430 8898753 14776563 6148758 0 0 5914585 5560687 80000 35177 486725 3397166 4898073 24168314 16642695 6721116 -7743942 41061565 28655791 7156537 2381328 33905028 26274463 TO RECEIVE AND ADMINISTER FUNDS FOR THE ESTABLISHMENT AND MAINTENANCE OF VARIOUS EDUCATIONAL PROGRAMS THAT SUPPORT, STRENGTHEN, AND PROMOTE EXCELLENCE AND OPPORTUNITY FOR STUDENTS AND TEACHERS AT ALL LEVELS OF EDUCATION, FROM PRIMARY GRADES TO THE DOCTORAL LEVEL. 0 0 3113440 1823376 HIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE. 11485661 4325382 987545 TEACHING AND LEADERSHIP FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR SCHOOL LEADERSHIP AS WELL AS TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATION FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS. 14599101 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 152 0 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ AK AL AR CA CT FL GA HI IL KS KY ME MD MA MN MS NH NY NC ND OK OR PA RI SC TN UT VA WV WI NM X RAJIV VINNAKOTA 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 RHIAN EVANS ALLVIN TRUSTEE 1.00 X 0 0 0 H KIM BOTTOMLY TRUSTEE 1.00 X 0 0 0 WALTER W BUCKLEY JR TRUSTEE/ CHAIR EMERITUS 5.00 X 0 0 0 CARL FERENBACH TRUSTEE 0.50 X 0 0 0 JENNIFER GRUENBERG TRUSTEE 3.00 X 0 0 0 N GERRY HOUSE TRUSTEE 1.00 X 0 0 0 ROBERT F JOHNSTON TRUSTEE 2.00 X 0 0 0 MARTHA KANTER TRUSTEE 1.00 X 0 0 0 JOHN KATZMAN TRUSTEE 1.00 X 0 0 0 WILLIAM LILLEY III TRUSTEE 1.00 X 0 0 0 LAUREN MADDOX TRUSTEE 1.50 X 0 0 0 NANCY WEISS MALKIEL TRUSTEE/ CHAIR EMERITA 1.00 X 0 0 0 ANITA MANWANI TRUSTEE 1.00 X 0 0 0 KAREN OSBORNE TRUSTEE 1.00 X 0 0 0 MATTHEW PITTINSKY TRUSTEE 1.00 X 0 0 0 JOHN RICE TRUSTEE 1.00 X 0 0 0 JUDITH A RIZZO TRUSTEE 1.00 X 0 0 0 DAVID N SHANE TRUSTEE 1.00 X 0 0 0 LUTHER TAI TRUSTEE 1.00 X 0 0 0 JAY P URWITZ TRUSTEE 1.00 X 0 0 0 THOMAS C HUDNUT CHAIR 5.00 X X 0 0 0 ARTHUR LEVINE PRESIDENT 40.00 X X 632585 0 29125 STEPHANIE HULL EXECUTIVE VP AND COO (JUL. - MAR.) 40.00 X 481708 0 37440 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 40.00 X 259244 0 36993 LEANN BUNTROCK PROGRAM DIRECTOR, MBA IN E 40.00 X 277591 0 54264 JOSE OCHOA DIRECTOR, TEACHING FELLOWS 40.00 X 174385 0 20185 PATRICK RICCARDS CHIEF COMMUNICATIONS AND S 40.00 X 217597 0 48160 COLIN WINTER DEPUTY DIRECTOR, MBA IN ED 40.00 X 178228 0 47661 JOYE NAGLE CFO, WOODROW WILSON ACADEMY 40.00 X 166580 0 18750 AUDRA WATSON DIRECTOR OF CURRICULUM, ME 40.00 X 164449 0 26608 NAN ROSSIEN CONTROLLER (JUL. - MAY) 40.00 X 161490 0 18912 JAMIE BERG WRIGHT BUDGET OFFICER 40.00 X 131390 0 14721 2845247 0 352819 11 0 1 0 LUCIANO CENTINI 1155 GROVEPARK LANE EARLYSVILLE VA 22936 PROGRAM CONSULTING 1067406 LINCOLN PARK STRATEGIES 611 PENNSYLVANIA AVE SE WASHINGTON DC 20003 PROGRAM CONSULTING 336500 ABT ASSOCIATES PO BOX 84-5586 BOSTON MA 02284 PROGRAM CONSULTING 180181 PHILLIPS OPPENHEIM GROUP INC 521 5TH AVENUE STE 2900 NEW YORK NY 10175 RECRUITING 178105 IDEO LP 395 HUDSON STREET 8TH FLOOR NEW YORK NY 10014 PROGRAM CONSULTING 172503 5 124036 7330348 215396 7454384 SERVICE FEES 900099 987545 987545 987545 372608 372608 39971844 39887628 84216 84216 84216 8898753 987545 0 456824 X 3086050 3086050 3040548 3040548 22160 22160 2519192 1953282 507991 57919 2539991 1899219 387833 252939 359229 247372 64366 47491 142275 100267 23110 18898 1601 243 1358 30920 30920 35177 35177 14518 663 10061 3794 3136409 2960776 175633 959765 611620 283656 64489 748276 676901 65357 6018 6584 6584 16642695 14599101 1556869 486725 1848934 333813 831354 1848541 15433626 10557759 217053 131870 128728 239453 220317 25711 19136 22790070 15550761 41061565 28655791 735087 683788 6421450 1697540 7156537 2381328 X 2830200 3974823 29445133 20703037 1629695 1596603 33905028 26274463 41061565 28655791 -7743942 113377 0 X X 0 1 X 1 0 X 36356579 19102601 16084992 30549914 7454384 109548470 36356579 19102601 16084992 30549914 7454384 109548470 29412110 80136360 176418 179581 276693 339516 456824 1429032 1535 1535 110979037 987545 0.72210 0.71840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1629695 114571 -147663 1596603 1629695 105511 105511 1629695 1629695 119128 119128 1629695 1629695 35905 35905 1629695 1629695 61223 61223 1629695 1.00000 0 0 25324 25324 0 214129 194993 19136 19136 X 8997612 113377 113377 8884235 14518 14518 8898753 16628177 0 16628177 14518 14518 16642695 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 0 0 0 0 0 0 0 0 0 0 RESEARCH GRANT UNITED KINGDOM 1 4700 WIRE RESEARCH GRANT SOUTH AFRICA 1 4960 WIRE RESEARCH GRANT CANADA 1 12500 WIRE 0 0 0 0 0 0 SCHEDULE F, PART III THE FOUNDATION ACCOUNTS FOR GRANTS AWARDED ON AN ACCRUAL BASIS. THE GRANTS REFLECTED HEREIN ARE AWARDED GRANTS, NOT NECESSARILY GRANT PAYMENTS MADE. X X X X 1 HOLLAND & KNIGHT 200 S ORANGE AVE 2600 ORLANDO FL 32801 SOLICITATION OF GOVERNMENT GRANTS 0 0 100000 -100000 100000 -100000 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 1 INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 501(C)(3) 438000 TEACHING & LEADERSHIP FELLOWSHIPS MERCER UNIVERSITY 1501 MERCER UNIVERSITY DR MACON GA 31207 580566212 501(C)(3) 110000 TEACHING & LEADERSHIP FELLOWSHIPS MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR MONTCLAIR NJ 07043 226017209 501(C)(3) 58000 TEACHING & LEADERSHIP FELLOWSHIPS RUTGERS UNIVERSITY - CAMDEN 303 COOPER ST CAMDEN NJ 08102 226001086 501(C)(3) 38000 TEACHING & LEADERSHIP FELLOWSHIPS THE COLLEGE OF NEW JERSEY 2000 PENNINGTON RD EWING TOWNSHIP NJ 08618 222448189 501(C)(3) 40000 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF INDIANAPOLIS 1401 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 2000 TEACHING & LEADERSHIP FELLOWSHIPS WILLIAM PATERSON UNIVERSITY 300 POMPTON RD WAYNE NJ 07470 222781603 501(C)(3) 36000 TEACHING & LEADERSHIP FELLOWSHIPS WOODROW WILSON ACADEMY OF TEACHING AND LEARNING 24 THORNDIKE STREET CAMBRIDGE MA 02139 823452586 501(C)(3) 1895000 GRANTS TO THE WOODROW WILSON ACADEMY OF TEACHING AND LEARNING REFLECT THE ACADEMY REVENUES RECEIVED BY WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION. GRANT IS SUPPORTED BY A GRANT AGREEMENT TO CREATE A SPECIAL TEACHING ACADEMY WITH SPECIFIC TERMS AND CONDITIONS MIRRORING THE ORIGINAL FUNDING SOURCE. THE ACADEMY HAS SINCE BEEN INCORPORATED AS A SEPARATE LEGAL ENTITY WITH PROGRAMMING AND CURRICULUM DEVELOPMENT IN COOPERATION WITH MIT. THE FUNDS RECEIVED BY THE FOUNDATION TO SEED THE ACADEMY HAVE BEEN REGRANTED TO THE ACADEMY. THE ACADEMY IS A NON PROFIT CORPORATION WITH 501 C 3 EXEMPTION STATUS IN STATE OF MA. DUQUESNE UNIVERSITY 600 FORBES AVE PITTSBURGH PA 15282 251035663 501(C)(3) 82000 TEACHING & LEADERSHIP FELLOWSHIPS COLUMBUS STATE UNIVERSITY 4225 UNIVERSITY AVE COLUMBUS GA 31907 586011208 501(C)(3) 166442 TEACHING & LEADERSHIP FELLOWSHIPS GEORGIA STATE UNIVERSITY PO BOX 3965 ATLANTA GA 30302 581845423 501(C)(3) 120608 TEACHING & LEADERSHIP FELLOWSHIPS BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 356000221 501(C)(3) 16000 TEACHING & LEADERSHIP FELLOWSHIPS PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 356002041 501(C)(3) 42000 TEACHING & LEADERSHIP FELLOWSHIPS KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FDN 1000 CHASTAIN ROAD KENNESAW GA 30144 371535589 501(C)(3) 42000 TEACHING & LEADERSHIP FELLOWSHIPS 14 CHARLOTTE NEWCOMBE DISSERTATION FELLOWSHIPS 22 550000 WOMEN'S STUDIES FELLOWSHIPS 10 50000 TEACHING FELLOWSHIPS 48 750678 NANCY WEISS MALKIEL FELLOWSHIPS 20 175000 COURSE HERO FELLOWSHIPS 8 199975 MBA FELLOWSHIPS 25 609555 DISSERTATION/RESEARCH/TRAVEL AND CAREER ENHANCEMENT AWARDS 75 705340 PART I, LINE 2: RECIPIENTS FOR ALL GRANTS AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. PART I, LINE 2: RECIPIENTS FOR ALL GRANTS, OTHER THAN THE GRANT TO THE ACADEMY, AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ARTHUR LEVINE PRESIDENT 632585 0 0 0 0 0 27500 0 1625 0 661710 0 0 0 STEPHANIE HULL EXECUTIVE VP AND COO (JUL. - MAR.) 481708 0 0 0 0 0 27500 0 9940 0 519148 0 0 0 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 259244 0 0 0 0 0 26228 0 10765 0 296237 0 0 0 LEANN BUNTROCK PROGRAM DIRECTOR, MBA IN E 277591 0 0 0 0 0 27500 0 26764 0 331855 0 0 0 JOSE OCHOA DIRECTOR, TEACHING FELLOWS 174385 0 0 0 0 0 17469 0 2716 0 194570 0 0 0 PATRICK RICCARDS CHIEF COMMUNICATIONS AND S 217597 0 0 0 0 0 22684 0 25476 0 265757 0 0 0 COLIN WINTER DEPUTY DIRECTOR, MBA IN ED 178228 0 0 0 0 0 18844 0 28817 0 225889 0 0 0 JOYE NAGLE CFO, WOODROW WILSON ACADEMY 166580 0 0 0 0 0 16667 0 2083 0 185330 0 0 0 AUDRA WATSON DIRECTOR OF CURRICULUM, ME 164449 0 0 0 0 0 17180 0 9428 0 191057 0 0 0 NAN ROSSIEN CONTROLLER (JUL. - MAY) 161490 0 0 0 0 0 16268 0 2644 0 180402 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS FOR A CLUB MEMBERSHIP THAT ALLOWS FOR USE OF MEETING SPACE BY FOUNDATION EMPLOYEES IN NEW YORK CITY. THE CLUB MEETING SPACE IS USED PRIMARILY FOR THE PRESIDENT AND TO MEET WITH PROSPECTIVE DONORS AND PARTNERS IN THE NEW YORK CITY AREA. THE CLUB MEETING SPACE IS ONLY USED FOR FOUNDATION BUSINESS BY FOUNDATION EMPLOYEES, AND PERSONAL MEALS AND EXPENSES INCURRED BY FOUNDATION EMPLOYEES AT THE CLUB ARE NOT REIMBURSED BY THE FOUNDATION. CARL FERENBACH N GERRY HOUSE MAT LISTED INDIVIDUALS ARE THE TRUSTEES OF THE ORGANIZATION & THE ACADEMY FOUR OF THE NINE CURRENT TRUSTEES OF THE ACADEMY ALSO SERVE AS TRUSTEES OF THE FOUNDATION WHERE THEY CONSTITUTE LESS THAN A MAJORITY OF THE FOUNDATION AND ACADEMY BOARD. THE FOUNDATION PERFORMS SOME MANAGEMENT FUNCTIONS FOR THE ACADEMY. PRIOR TO ITS INCORPORATION, THE ACADEMY WAS A PROGRAM OF THE FOUNDATION. BEFORE THE ACADEMY WAS INCORPORATED, THE FOUNDATION RECEIVED GRANTS AND CONTRIBUTIONS FROM VARIOUS PRIVATE FOUNDATIONS AND INDIVIDUALS RESTRICTED FOR THE ACADEMY PROGRAM. THE FOUNDATION CONTINUED TO COLLECT OUTSTANDING GRANTS RECEIVABLE ON THE ACADEMY'S BEHALF DURING 2018-19, PRIOR TO THE ACADEMY'S RECEIPT OF THEIR 501 C 3 EXEMPTION. THE FOUNDATION GRANTED THESE CASH COLLECTIONS RECEIVED TO THE ACADEMY AS THEY WERE RECEIVED. 0 ARTHUR LEVINE ARTHUR LEVINE IS THE PRESIDENT OF THE ORGANIZATION & TRUSTEE OF THE ACADEMY FOUR OF THE NINE CURRENT TRUSTEES OF THE ACADEMY ALSO SERVE AS TRUSTEES OF THE FOUNDATION WHERE THEY CONSTITUTE LESS THAN A MAJORITY OF THE FOUNDATION AND ACADEMY BOARD. THE FOUNDATION PERFORMS SOME MANAGEMENT FUNCTIONS FOR THE ACADEMY. PRIOR TO ITS INCORPORATION, THE ACADEMY WAS A PROGRAM OF THE FOUNDATION. BEFORE THE ACADEMY WAS INCORPORATED, THE FOUNDATION RECEIVED GRANTS AND CONTRIBUTIONS FROM VARIOUS PRIVATE FOUNDATIONS AND INDIVIDUALS RESTRICTED FOR THE ACADEMY PROGRAM. THE FOUNDATION CONTINUED TO COLLECT OUTSTANDING GRANTS RECEIVABLE ON THE ACADEMY'S BEHALF DURING 2018-19, PRIOR TO THE ACADEMY'S RECEIPT OF THEIR 501 C 3 EXEMPTION. THE FOUNDATION GRANTED THESE CASH COLLECTIONS RECEIVED TO THE ACADEMY AS THEY WERE RECEIVED. 0 LAUREN MADDOX LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF HOLLAND & KN THE FOUNDATION ENGAGED HOLLAND & KNIGHT TO ASSIST WITH PROCURING GRANTS FOR THE FOUNDATION. LAUREN MADDOX RECEIVES NO COMPENSATION AS A RESULT OF THIS ARRANGEMENT. 0 X 7 215396 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B DRAFT OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR ITS REVIEW. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS ALL BOARD MEMBERS AND KEY EMPLOYEES AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION, IN ADDITION ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, BASED ON A BENCHMARKING STUDY PROVIDED TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,960,776. MANAGEMENT AND GENERAL EXPENSES 175,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,136,409. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.