CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION (EIN 13-1623924)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201841349349102749
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:58:54-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT OF TEACHING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 6505665100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS MIHOK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6505665100 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $122,378,105 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,406,572 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,477 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,477 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,222,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,222,714 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,222,714 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $9,120 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,120 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $9,120 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $9,120 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,845,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,533,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,845,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,952,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,478 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,952,088 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,439,134 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,110,952 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,187,399 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,047,282 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,047,282 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,111,243 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,111,243 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,895,693 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,895,693 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $40,409 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,683 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $81,683 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,682,471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,438,865 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500,658 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $500,658 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $503,937 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $336,100 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $336,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,040,172 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,040,172 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $46,947 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $46,947 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $613,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $613,386 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,899,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $243,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,152,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,935,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $243,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,188,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $503,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,867,346 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,187,399 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,101,977 | CashBOYAmt |
| Cash EOY | $1,772,864 | CashEOYAmt |
| Cash EOYFMV | $1,772,864 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,505,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $626,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $626,003 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $513,007 | AcctRcvblAmt |
| Acct Rcvbl BOY | $418,088 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $513,007 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $513,007 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $3,834,908 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,724,625 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $3,834,908 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $3,834,908 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $372,799 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $518,538 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $518,538 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $8,314 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $256,699 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $191,714 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $191,714 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $95,747,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,435,616 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,435,616 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,421,547 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,250,292 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,556,084 | LandBOYAmt |
| Land EOY | $11,171,255 | LandEOYAmt |
| Land EOYFMV | $11,171,255 | LandEOYFMVAmt |
| Other Assets BOY | $262,386 | OtherAssetsBOYAmt |
| Other Assets EOY | $314,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $314,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,954,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,378,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,378,105 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,055,515 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,466,214 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $41,900 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $105,150 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,810,658 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,676,560 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,908,073 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,247,924 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $51,330,067 | UnrestrictedBOYAmt |
| Unrestricted EOY | $56,935,797 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $47,910,108 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $50,387,750 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $11,806,634 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $11,806,634 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,046,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $119,130,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,954,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,378,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,046,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $503,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,580,219 | OtherIncreasesAmt |
| Subtotal | $119,130,181 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $119,130,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2016-06-29 | 2017-06-30 | $8,193,833 | $6,688,187 | $1,505,646 | $1,505,646 |
| CAPITAL GAINS | P | 2015-12-30 | 2016-12-31 | $1,339,517 | $1,339,517 | $1,339,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,845,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-02-26 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARNEGIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DOUGLAS MIHOK | IndividualWithBooksNm |
| Phone | 6505665100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDRES ANTONIO ALONSO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | CHAIR | 1.00 | $0 | $0 | $0 |
| ANTHONY S BRYK | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | PRESIDENT | 40.00 | $533,410 | $92,218 | $0 |
| PAM GROSSMAN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW HO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROBERT HUGHES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LILLIAN LOWERY | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| TED QUINN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HAYAGREEVA RAO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RICHARD RHODES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SONJA SANTELISES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARCELO SUAREZ-OROZCO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DIANE TAVENNER | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RANDI WEINGARTEN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAM GROSSMAN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PATRICIA ALBJERG GRAHAM - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LARRY BERGER - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAUL ROMER - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS PAYZANT - OUTGOING | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DOUGLAS MIHOK | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | TREASURER | 40.00 | $146,936 | $38,001 | $0 |
| PAUL LEMAHIEU | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SR VICE PRES | 40.00 | $263,155 | $56,203 | $0 |
| KEICY TOLBERT | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | CHIEF OF STA | 40.00 | $103,781 | $23,481 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| KARON KLIPPLE | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | EX DIRECTOR | 40.00 | $205,443 | $42,113 |
| ASH VASUDEVA | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | VC PRESIDENT | 40.00 | $216,845 | $14,578 |
| CHRISTOPHER THORN | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SENIOR ASSOC | 40.00 | $176,082 | $46,082 |
| OUAJDI MANAI | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SENIOR ASSOC | 40.00 | $166,716 | $30,935 |
| MARK KERR | |||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | VP COMMUNICA | 40.00 | $157,512 | $13,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 45 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Business Name Line2BusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| CARVER AND COMPANY | ||||||
| 43 COMMERCIAL WHARF 9 | BOSTON | MA | 02110 | CONSULTING | $452,039 | |
| SHARON GREENBERG INC | ||||||
| 1451 BELMONT ST NW 104 | WASHINGTON | DC | 20009 | CONSULTING | $222,128 | |
| EDGE CONSULTING LLC | ||||||
| 2500 S LYNN STREET | ARLINGTON | VA | 22202 | CONSULTING | $139,753 | DBA JAMES KOHLMOOS |
| INSTRUCTURE INC | ||||||
| DEPT CH 16968 | PALATINE | IL | 60055 | SUBCONTRACT | $138,600 | |
| AMPLIFY EDUCATION | ||||||
| PO BOX 9178 | UNIONDALE | NY | 11555 | CONSULTING | $137,625 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CARNEGIE MATH PATHWAYS THE CARNEGIE MATH PATHWAYS PROGRAM CONTINUES ON TRACK TO TRANSITION OUT OF THE FOUNDATION AND INTO WESTED. TALKS ARE PROGRESSING SMOOTHLY, AND THERE LOOKS TO BE NO INTERRUPTION OR DISRUPTION OF SERVICE BECAUSE OF THE TRANSITION. DESPITE THE ADMINISTRATIVE COMPLEXITIES OF THE TRANSITION, THE PATHWAYS IS LOOKING TO EXPAND FURTHER INTO NEW YORK AND CALIFORNIA, WITH ASPIRATIONS TO GROW IN OTHER PARTS OF THE COUNTRY. THERE ARE OPPORTUNITIES ON THE HORIZON TO WORK WITH TRIBAL COLLEGES AND UNIVERSITIES (TCUS), TO CREATE ONLINE STATWAY AND QUANTWAY COURSES, AND TO DEVELOP TEACHING MATERIALS THAT EXPLICITLY ADDRESS ISSUES OF SOCIAL JUSTICE AND EQUITY. | Description1Txt |
| Expenses1 | $5,050,474 | Expenses1Amt |
| Description2 | EXTERNAL OFFERINGS AND PARTNERSHIPS TENNESSEE EARLY LITERACY NETWORK (TELN) LAST YEAR, THE FOUNDATION TEAMED UP WITH THE TENNESSEE DEPARTMENT OF EDUCATION (TDOE) TO SUPPORT THEM IN BUILDING A STATEWIDE NETWORKED IMPROVEMENT COMMUNITY TO TACKLE EARLY LITERACY IN THEIR SCHOOLS. THIS PARTNERSHIP IS IN SUPPORT OF STATE COMMISSIONER CANDICE MCQUEEN'S READ TO BE READY INITIATIVE (AS PART OF THE "TENNESSEE SUCCEEDS" VISION) AND THE GOAL IS THAT 75% OF TENNESSEE STUDENTS SHOULD BE READING ON GRADE LEVEL BY 2025. WE HAVE ENCOURAGED A MORE AMBITIOUS NIC GOAL (SOONER TIMETABLE) FOR ACHIEVING A SIMILAR TARGET FOR THIRD-GRADE PROFICIENCY. CARNEGIE'S EFFORTS THIS PAST YEAR FOCUSED ON SUPPORTING THE DEVELOPMENT OF A NIC HUB AT THE TENNESSEE DEPARTMENT OF EDUCATION, GUIDING THE DEVELOPMENT OF THE NIC CHARTER WITH LEADERS FROM THREE DISTRICTS IN THE UPPER CUMBERLAND REGION AND FOUR DISTRICTS IN THE EAST TENNESSEE REGION, AND SUPPORTING THEIR FIRST EFFORTS AT INTRODUCING AND TESTING CHANGE IDEAS. WITH T | Description2Txt |
| Expenses2 | $5,047,116 | Expenses2Amt |
| Description3 | K-12 STUDENT AGENCY IMPROVEMENT COMMUNITY (SAIC) AND STUDENT AGENCY META-NETWORK (SAMN) THIS YEAR, SAIC WILL BE FINISHING OUT ITS FUNDED ACTIVITIES. MEMBERS WILL BE COLLECTING THE KNOWLEDGE THROUGHOUT THE NETWORK, CURATING IT, AND DISSEMINATING A VARIETY OF KNOWLEDGE PRODUCTS: THE CHANGE MENU AND ASSOCIATED MEASURES, A CORE CONCEPTS WHITE PAPER, THE SURVEY TECHNICAL REPORT, AND A TRANSLATIONAL RESEARCH PIECE WITH CASE STUDIES FROM THE NETWORK. ADDITIONALLY, THE FOUNDATION WILL CONTINUE TO EXPLORE POSSIBLE FUTURES FOR SAIC, WHICH MAY INCLUDE THE LAUNCH OF A META-NETWORK DEDICATED TO STUDENT AGENCY. THIS IS CONDITIONAL ON RECEIPT OF ADDITIONAL EXTERNAL FUNDING. | Description3Txt |
| Expenses3 | $1,324,659 | Expenses3Amt |
| Description4 | CENTER FOR NETWORKED IMPROVEMENT NETWORKED IMPROVEMENT LEARNING AND SUPPORT (NILS) PLATFORM A SIGNIFICANT BARRIER TO THE EXECUTION OF RAPID SHORT CYCLE TESTS OF POTENTIAL IMPROVEMENTS, AS WELL AS THE SPREAD AND USE OF THE KNOWLEDGE GAINED FROM THEM, HAS BEEN THE LACK OF TOOLS TO SUPPORT THE GATHERING, ORGANIZING, AND SHARING OF THE RESULTS OF PLAN-DO-STUDY-ACT (PDSA) CYCLES. WE HAVE BECOME INCREASINGLY AWARE OVER THE PAST FEW YEARS OF THE NEED FOR A TECHNOLOGY TOOL THAT WOULD ALLOW THE DOCUMENTATION, RETENTION, AND SPREAD OF THIS SIGNIFICANT PRODUCT OF IMPROVEMENT WORK. IDEALLY THIS TOOL SET WOULD ALSO INCLUDE ACCESS TO RELEVANT RESOURCES (BOTH CONTENT AND IMPROVEMENT RELATED) AS WELL AS A PLATFORM ON WHICH COLLABORATIVE COLLECTIVE ACTION AT IMPROVEMENT WORK (SUCH AS NIC CHARTERING) COULD BE CARRIED OUT. IN SPRING 2016, THE FOUNDATION BEGAN DEVELOPMENT OF NILS (NETWORKED IMPROVEMENT LEARNING AND SUPPORT), AN ONLINE PLATFORM TO ASSIST NETWORKS IN TRACKING IMPROVEMENT PROGRESS AND SHARIN | Description4Txt |
| Expenses4 | $710,233 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $99,591,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,503,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $505,194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,600,379 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $102,600,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,539,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,061,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,053,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,188,438 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,188,438 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,188,438 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1986-02-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,053,069 | CurrentYearAmt |
| Year1 | $4,990,094 | Year1Amt |
| Year2 | $5,266,491 | Year2Amt |
| Year3 | $3,986,113 | Year3Amt |
| Total | $19,295,767 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,295,109 | CurrentYearAmt |
| Year1 | $4,241,580 | Year1Amt |
| Year2 | $4,476,517 | Year2Amt |
| Year3 | $3,388,196 | Year3Amt |
| Total | $16,401,402 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,188,438 | CurrentYearAmt |
| Year1 | $12,493,504 | Year1Amt |
| Year2 | $14,629,917 | Year2Amt |
| Year3 | $13,457,696 | Year3Amt |
| Total | $55,769,555 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,188,438 | CurrentYearAmt |
| Year1 | $12,493,504 | Year1Amt |
| Year2 | $14,629,917 | Year2Amt |
| Year3 | $13,457,696 | Year3Amt |
| Total | $55,769,555 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,368,713 | CurrentYearAmt |
| Year1 | $3,326,729 | Year1Amt |
| Year2 | $3,510,994 | Year2Amt |
| Year3 | $2,657,409 | Year3Amt |
| Total | $12,863,845 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY COLLEGE DISTRICT | |||||||
| 5930 MIDDLE FISKVILLE RD | AUSTIN | TX | 78752 | NONE | GOVERNMENT | PATHWAYS SUPPORT | $10,000 |
| INDIANA UNIVERSITY RESEARCH | |||||||
| PO BOX 78000 | DETROIT | MI | 48278 | NONE | GOVERNMENT | CLASSIFICATIONS SUPPORT | $10,000 |
| SCHOOLS THAT LEAD INC | |||||||
| 219 OHIO AVENUE | WILMINGTON | DE | 19805 | NONE | 501(C)(3) | STUDENT AGENCY IMPROVEMENT | $6,000 |
| HIGH TECH HIGH | |||||||
| 2861 WOMBLE ROAD | SAN DIEGO | CA | 92106 | NONE | 501(C)(3) | STUDENT AGENCY IMPROVEMENT | $5,000 |
| JAMIES MADISON UNIVERSITY | |||||||
| MSC 3516 | HARRISONBURG | VA | 22807 | NONE | GOVERNMENT | STUDENT AGENCY IMPROVEMENT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONTRACTS AND CONSULTING | $1,131,961 |
| REGISTRATION & WORKSHOP FEES | $1,291,669 |
| STUDENT MATERIALS ACCESS FEES | $497,980 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,477 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,222,714 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,120 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $30,478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,845,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,110,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,921,610 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,032,562 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACTS PROVIDE RESOURCES TO RESEARCH AND SUPPORT EDUCATION TRANSFORMATION |
| 1B | REGISTRATION FEES ARE RECEIVED TO CONVENE MEETINGS FOR EDUCATORS ACROSS AMERICA TO EXCHANGE IDEAS RELATED TO VARIOUS EDUCATION TOPICS |
| 1C | FEES TO ENABLE STUDENTS TO ACCESS LEARNING MATERIALS REMOTELY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (38 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE CORPORATION OF NEW YORK | |||||||||||
| 1 | 437 MADISON AVENUE | NEW YORK | NY | 10022 | $410,875 | Yes (X) | |||||
| HIGH TECH HIGH | |||||||||||
| 7 | 2861 WOMBLE ROAD | SAN DIEGO | CA | 92106 | $25,000 | Yes (X) | |||||
| WILLIAM T GRANT FOUNDATION | |||||||||||
| 13 | 570 LEXINGTON AVENUE 18TH FLOOR | NEW YORK | NY | 10022 | $5,000 | Yes (X) | |||||
| OVERDECK FAMILY FOUNDATION | |||||||||||
| 19 | 100 AVENUE OF THE AMERICAS 16TH FL | NEW YORK | NY | 10013 | $10,000 | Yes (X) | |||||
| AMERICAN INSTITUTES FOR RESEARCH | |||||||||||
| 25 | 1000 THOMAS JEFFERSON ST NW | WASHINGTON | DC | 20007 | $10,000 | Yes (X) | |||||
| NATIONAL BOARD FOR PROFESSIONAL | |||||||||||
| 31 | 1525 WILSON BLVD STE 700 | ARLINGTON | VA | 22209 | $10,000 | Yes (X) | |||||
| NELLIE MAE EDUCATION FOUNDATION | |||||||||||
| 37 | 1250 HANCOCK STREET | QUINCY | MA | 02169 | $5,000 | Yes (X) | SUITE 701N | ||||
| GREAT LAKES HIGHER EDUCATION | |||||||||||
| 2 | 2401 INTERNATIONAL LANE PO BOX 7894 | MADISON | WI | 53707 | $530,670 | Yes (X) | |||||
| SCHOOLS THAT LEAD | |||||||||||
| 8 | 219 OHIO AVE | WILMINGTON | DE | 19805 | $75,000 | Yes (X) | |||||
| WESTED | |||||||||||
| 14 | 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | $5,000 | Yes (X) | |||||
| SH COWELL FOUNDATION | |||||||||||
| 20 | 595 MARKET STREET SUITE 950 | SAN FRANCISCO | CA | 94105 | $10,000 | Yes (X) | |||||
| STUART FOUNDATION | |||||||||||
| 26 | 500 WASHINGTON ST FL 8 | SAN FRANCISCO | CA | 94111 | $5,000 | Yes (X) | |||||
| THE SPENCER FOUNDATION | |||||||||||
| 32 | 625 NORTH MICHIGAN AVE SUITE 1600 | CHICAGO | IL | 60611 | $10,000 | Yes (X) | |||||
| THE CHARLES AND LYNN SCHUSTERMAN | |||||||||||
| 38 | 800 8TH ST NW | WASHINGTON | DC | 20001 | $10,000 | Yes (X) | |||||
| BILL AND MELINDA GATES FOUNDATION | |||||||||||
| 3 | PO BOX 23350 | SEATTLE | WA | 98102 | $5,359,981 | Yes (X) | |||||
| RTI INTERNATIONAL | |||||||||||
| 9 | PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | $5,000 | Yes (X) | |||||
| KNOWLEDGEWORKS FOUNDATION | |||||||||||
| 15 | ONE WEST FOURTH STREET | CINCINNATI | OH | 45202 | $5,000 | Yes (X) | |||||
| AMERICAN FEDERATION OF TEACHERS | |||||||||||
| 21 | 555 NEW JERSEY AVE NW | WASHINGTON | DC | 20001 | $10,000 | Yes (X) | |||||
| THE JAMES IRVINE FOUNDATION | |||||||||||
| 27 | ONE BUSH STREET SUITE 800 | SAN FRANCISCO | CA | 94104 | $5,000 | Yes (X) | |||||
| KNOWLES SCIENCE TEACHING FOUNDATION | |||||||||||
| 33 | 1000 N CHRUCH STREET | MOORESTOWN | NJ | 08057 | $5,000 | Yes (X) | |||||
| THE KRESGE FOUNDATION | |||||||||||
| 4 | 3215 W BIG BEAVER ROAD | TROY | MI | 48084 | $7,000 | Yes (X) | |||||
| SRI INTERNATIONAL | |||||||||||
| 10 | 333 RAVENSWOOD AVE | MENLO PARK | CA | 94025 | $5,000 | Yes (X) | |||||
| OPORTUNIDAD FUNDACION EDUCACIONAL | |||||||||||
| 16 | $5,000 | Yes (X) | PADRE MARIANO 181 PISO 11 | PROVIDENCIA | SANTIAGO | CI | |||||
| WK KELLOG FOUNDATION | |||||||||||
| 22 | 1 MICHIGAN AVENUE | EAST BATTLE CREEK | MI | 49017 | $10,000 | Yes (X) | |||||
| NIKE SCHOOL INNOVATION FUND | |||||||||||
| 28 | ONE BOWERMAN DR | BEAVERTON | OR | 97005 | $5,000 | Yes (X) | |||||
| THE NATIONAL EDUCATION ASSOCIATION | |||||||||||
| 34 | 1201 16TH ST NW | WASHINGTON | DC | 20036 | $5,000 | Yes (X) | |||||
| RAIKES FOUNDATION | |||||||||||
| 5 | 2157 N NORTHLAKE WAY | SEATTLE | WA | 98103 | $310,000 | Yes (X) | |||||
| THE LAURA AND JOHN ARNOLD FOUNDATIO | |||||||||||
| 11 | PO BOX 27701 | HOUSTON | TX | 77027 | $10,000 | Yes (X) | |||||
| NEW VISIONS FOR PUBLIC SCHOOLS INC | |||||||||||
| 17 | 320 W 13TH ST | NEW YORK | NY | 10014 | $5,000 | Yes (X) | |||||
| SD BECHTEL JR FOUNDATION | |||||||||||
| 23 | 199 FREMONT ST | SAN FRANCISCO | CA | 94105 | $5,000 | Yes (X) | |||||
| THE WALTON FAMILY FOUNDATION | |||||||||||
| 29 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $15,000 | Yes (X) | |||||
| CNA INSTITUTE FOR PUBLIC RESEARCH | |||||||||||
| 35 | 3003 WASHINGTON BLVD | ARLINGTON | VA | 22201 | $5,000 | Yes (X) | |||||
| ECMC FOUNDATION | |||||||||||
| 6 | 444 SOUTH FLOWER STREET | LOS ANGELES | CA | 90071 | $500,000 | Yes (X) | SUITE 2550 | ||||
| EWING MARION KAUFFMAN FOUNDATION | |||||||||||
| 12 | 4801 ROCKHILL ROAD | KANSAS CITY | MO | 64110 | $10,000 | Yes (X) | |||||
| MCREL INTERNATIONAL | |||||||||||
| 18 | 4601 DTC BLVD | DENVER | CO | 80237 | $5,000 | Yes (X) | |||||
| EDUCATION DEVELOPMENT CENTER | |||||||||||
| 24 | 1000 POTOMAC ST NW | WASHINGTON | DC | 20007 | $5,000 | Yes (X) | |||||
| PEBC | |||||||||||
| 30 | 600 GRANT STREET SUITE 525 | DENVER | CO | 80203 | $10,000 | Yes (X) | |||||
| AMPLIFY EDUCATION INC | |||||||||||
| 36 | 55 WASHINGTON STREET SUITE 800 | BROOKLYN | NY | 11201 | $5,000 | Yes (X) | |||||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL AUDIT AND TAXES | CategoryTxt |
| Amt | $81,683 | Amt |
| Disbursements Charitable Prps | $81,683 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year Depreciation | $404,105 | PriorYearDepreciationAmt |
| Current Year Expense | $503,937 | CurrentYearExpenseAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $37,097,020 | $37,097,020 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | FMV | $22,600,171 | $22,600,171 |
| LIMITED PARTNERSHIPS | FMV | $801,792 | $801,792 |
| BOND MUTUAL FUNDS | FMV | $29,810,725 | $29,810,725 |
| PUBLIC REAL ASSETS | FMV | $13,125,908 | $13,125,908 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING AND IMPROVEMENTS | $14,477,439 | $3,595,362 | $10,882,077 | $10,882,077 |
| COMPUTER EQUIPMENT | $944,108 | $654,930 | $289,178 | $289,178 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING - LEGAL | CategoryTxt |
| Legal Fees | $40,409 | LegalFeesAmt |
| Disbursements Charitable Prps | $40,409 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $42,271 | $37,170 | $37,170 |
| INVESTMENT IN RETIREMENT ANNUITY | $220,115 | $277,030 | $277,030 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| TELEPHONE/COMMUNICATIONS | $101,816 | $101,816 |
| INSURANCE | $79,432 | $79,432 |
| OFFICE SUPPLIES | $255,940 | $255,940 |
| BANK AND PAYROLL FEES | $50,223 | $50,223 |
| POSTAGE AND SHIPPING | $3,873 | $3,873 |
| TRAINING | $21,436 | $21,436 |
| MEMBERSHIP FEES | $80,787 | $80,787 |
| BENEFIT ADMINISTRATION FEES | $5,762 | $5,762 |
| EQUIPMENT LEASING AND RENTAL | $2,926 | $2,926 |
| ADVERTISING | $10,381 | $10,381 |
| LICENSES, PERMITS AND FEES | $810 | $810 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONTRACTS AND CONSULTING | $1,131,961 | $1,131,961 | |
| REGISTRATION & WORKSHOP FEES | $1,291,669 | $1,291,669 | |
| STUDENT MATERIALS ACCESS FEES | $497,980 | $497,980 | |
| ROYALTIES | $30,478 | $30,478 | $30,478 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION-RELATED CHANGES OTHER THAN NET PERIODIC | $330,271 |
| UNREALIZED GAINS | $7,249,948 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST EMPLOYMENT BENEFIT OBLIGATION | $1,590,543 | $1,399,530 |
| RETIREMENT ANNUITY CONTACTS | $220,115 | $277,030 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| TEMPORARY HELP | $60,271 | $60,271 | |
| BROKER INVESTMENT FEES | $243,606 | $243,606 | |
| CONSULTANTS - OPERATION | $303,113 | $303,113 | |
| STIPENDS AND HONORARIA | $23,470 | $23,470 | |
| PROGRAM CONSULTANTS | $1,913,411 | $1,913,411 | |
| SUBCONTRACT | $138,600 | $138,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $496,098 | $496,098 |
| PROPERTY TAXES | $4,560 | $4,560 |
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