2017-11-01T15:14:19-05:00 2017-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2016-07-01 210703075 THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION WOOD 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 DR STEPHANIE HULL EXECUTIVE VICE PRESIDENT & COO 6094527007 2017-11-01 1 SHERISE D RITTER CPA P00039222 6096899700 63.117.53.200 2017-11-01 16:14:06 ED P BA30B9C4E3D8122534B9EE71A4843E39103FF604 883762F248F18FAF4E1DA9E005669DB3AAD944A0 2016 2021-01-29 14:40:06Z DR STEPHANIE HULL 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 59128808 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 25 24 46 24 0 0 19102601 16084992 0 0 163919 313484 0 0 19266520 16398476 17436537 11566919 0 0 5983476 6149485 120000 120000 859045 3279712 6279729 26819725 24116133 -7553205 -7717657 41693014 32247888 6775657 5094231 34917357 27153657 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 3964241 2778995 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. 18057944 8787924 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. 22022185 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 1 262 0 46 1 0 0 0 0 0 0 0 0 0 0 X 25 24 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 DR STEPHANIE HULL 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 KIM BOTTOMLY TRUSTEE 5.00 X 0 0 0 WALTER W BUCKLEY JR TRUSTEE/ CHAIR EMERITUS 5.50 X 0 0 0 JANE PHILLIPS DONALDSON TRUSTEE 1.00 X 0 0 0 CARL FERENBACH TRUSTEE 0.50 X 0 0 0 JENNIFER GRUENBERG TRUSTEE 4.00 X 0 0 0 N GERRY HOUSE TRUSTEE 4.00 X 0 0 0 ROBERT F JOHNSTON TRUSTEE 2.00 X 0 0 0 THOMAS KALINSKE TRUSTEE 1.00 X 0 0 0 MARTHA KANTER TRUSTEE 1.00 X 0 0 0 JOHN KATZMAN TRUSTEE 3.00 X 0 0 0 SHIRLEY STRUM KENNY TRUSTEE 1.00 X 0 0 0 WILLIAM LILLEY III TRUSTEE 2.00 X 0 0 0 FRANCISCO A LORENZO TRUSTEE 2.00 X 0 0 0 LAUREN MADDOX TRUSTEE 1.00 X 0 0 0 NANCY WEISS MALKIEL TRUSTEE/ CHAIR EMERITA 1.00 X 0 0 0 KAREN OSBORNE TRUSTEE 1.00 X 0 0 0 MATTHEW PITTINSKY TRUSTEE 1.00 X 0 0 0 DEBORAH H QUAZZO TRUSTEE 1.00 X 0 0 0 E JOHN RICE JR TRUSTEE 1.00 X 0 0 0 JUDITH A RIZZO TRUSTEE 1.00 X 0 0 0 DAVID N SHANE TRUSTEE 1.50 X 0 0 0 LUTHER TAI TRUSTEE 4.00 X 0 0 0 JESSIE WOOLLEY-WILSON TRUSTEE 2.00 X 0 0 0 THOMAS C HUDNUT CHAIR 5.00 X X 0 0 0 ARTHUR LEVINE PRESIDENT 40.00 X X 594686 0 28410 STEPHANIE HULL EXECUTIVE VP AND COO 40.00 X 454698 0 34046 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 40.00 X 236320 0 31697 LEANN BUNTROCK PROGRAM DIRECTOR, MBA IN EDUCATION 40.00 X 263585 0 46007 DEBORAH HIRSCH EXECUTIVE DIRECTOR, WOODROW WILSON ACADEMY 40.00 X 195777 0 34016 JOSE OCHOA DIRECTOR, TEACHING FELLOWS 40.00 X 164362 0 19307 JONATHAN HABER DIRECTOR OF LEARNING ASSESSMENT 40.00 X 179375 0 20779 PATRICK RICCARDS CHIEF COMMUNICATIONS AND STRATEGY OFFICER 40.00 X 196909 0 39398 RICHARD ROSENBERG CHIEF DEVELOPMENT OFFICER 40.00 X 153730 0 33335 AUDRA WATSON DIRECTOR OF CURRICULUM, MENTORING, AND DEVELOPMENT 40.00 X 152634 0 23139 COLIN WINTER DEPUTY DIRECTOR, MBA IN EDUCATION PROGRAM 40.00 X 169471 0 39359 2761547 0 349493 15 0 1 0 CLEARVIEW CONSULTING LLC 177 PILGRIM DRIVE HOLDEN MA 01520 PROGRAM CONSULTING 232500 LUCIANO CENTINI 1155 GROVEPARK LANE EARLYSVILLE VA 22936 PROGRAM CONSULTING 216201 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20008 PROFESSIONAL FUNDRAISING 120000 3 4740583 11344409 66055 16084992 276693 276693 42767123 42730332 36791 36791 36791 16398476 0 0 313484 X 2373224 2373224 9193695 9193695 2383281 1873309 470339 39633 3116470 2384703 297951 433816 264376 201738 26379 36259 208127 158815 20767 28545 177231 136100 16165 24966 36917 35961 956 32900 32900 120000 120000 40656 4312 32729 3615 4285422 4177638 85812 21972 678798 426176 177100 75522 1186160 1056514 54929 74717 18876 18876 24116133 22022185 1234903 859045 1295707 1815936 1294312 697524 9390679 5356283 147217 168672 513395 218463 65066 294932 29500033 23914541 41693014 32247888 491860 485646 6262000 4591000 21797 17585 6775657 5094231 X 3044011 2281482 30243651 23242480 1629695 1629695 34917357 27153657 41693014 32247888 -7717657 -46043 0 X X 0 1 X 1 1 1 X 21307505 15361476 36356579 19102601 16084992 108213153 21307505 15361476 36356579 19102601 16084992 108213153 31271296 76941857 260881 184627 176418 179581 276693 1078200 192 1535 1727 109293080 0.70400 0.59740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1629695 119128 119128 1629695 1629695 35905 35905 1629695 1629695 61223 61223 1629695 1629695 149342 149342 1629695 2355362 586 131018 857271 1629695 1.00000 0 0 44529 31350 13179 220124 187113 33011 248742 248742 294932 CAPITAL LEASES 13575 DEFERRED RENT 4010 17585 X 16352433 -46043 -46043 16398476 0 16398476 24116133 0 24116133 0 24116133 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 DISSERTATION GRANT SUB-SAHARAN AFRICA 1 10000 WIRE DISSERTATION GRANT EUROPE 1 20000 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 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20001 SOLICITATION OF GOVERNMENT GRANTS 0 0 120000 -120000 120000 -120000 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 BALL STATE UNIVERSITY 2100 RIVERSIDE AVE MUNCIE IN 47306 356000221 501(C)(3) 48000 TEACHING & LEADERSHIP FELLOWSHIPS COLUMBUS STATE UNIVERSITY 4225 UNIVERSITY AVENUE COLUMBUS GA 31907 586011208 501(C)(3) 100061 TEACHING & LEADERSHIP FELLOWSHIPS EASTERN MICHIGAN UNIVERSITY 900 OAKWOOD STREET YPSILANTI MI 48197 382953297 501(C)(3) 24000 TEACHING & LEADERSHIP FELLOWSHIPS GEORGIA STATE UNIVERSITY 33 GILMER ST ATLANTA GA 30302 586033185 501(C)(3) 30000 TEACHING & LEADERSHIP FELLOWSHIPS KENNESAW STATE UNIVERSITY 200 CHASTAIN RD KENNESAW GA 30144 371535589 501(C)(3) 118304 TEACHING & LEADERHSIP FELLOWSHIPS INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 501(C)(3) 114000 TEACHING & LEADERSHIP FELLOWSHIPS MERCER UNIVERSITY 1501 MERCER UNIVERSITY DR MACON GA 31207 580566212 501(C)(3) 100000 TEACHING & LEADERSHIP FELLOWSHIPS GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DR ALLENDALE MI 49401 381684280 501(C)(3) 100529 TEACHING & LEADERSHIP FELLOWSHIPS MICHIGAN STATE UNIVERSITY 426 AUDITORIUM BOULEVARD EAST LANSING MI 48824 386005984 501(C)(3) 11419 TEACHING & LEADERSHIP FELLOWSHIPS MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 501(C)(3) 172217 TEACHING & LEADERSHIP FELLOWSHIPS MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR MONTCLAIR NJ 07043 226017209 501(C)(3) 194000 TEACHING & LEADERSHIP FELLOWSHIPS PIEDMONT COLLEGE 1021 CENTRAL AVE DEMOREST GA 30535 580566212 501(C)(3) 94000 TEACHING & LEADERSHIP FELLOWSHIPS PURDUE UNIVERSITY 400 CENTRAL DRIVE WEST LAFAYETTE IN 60673 356002041 501(C)(3) 30000 TEACHING & LEADERSHIP FELLOWSHIPS ROWAN UNIVERSITY 201 MULLICA HILL RD GLASSBORO NJ 08028 222764819 501(C)(3) 71738 TEACHING & LEADERSHIP FELLOWSHIPS RUTGERS UNIVERSITY - CAMDEN 303 COOPER ST CAMDEN NJ 08102 226001086 501(C)(3) 127667 TEACHING & LEADERSHIP FELLOWSHIPS THE COLLEGE OF NEW JERSEY 2000 PENNINGTON RD EWING TOWNSHIP NJ 08618 222448189 501(C)(3) 187548 TEACHING & LEADERSHIP FELLOWSHIPS THE INSTITUTE OF PLAY 134 W 26TH ST 780 NEW YORK NY 10001 208220333 501(C)(3) 156750 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF INDIANAPOLIS 1401 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 32000 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF NEW MEXICO MSCO5 3090 ALBUQUERQUE NM 87131 237126805 501(C)(3) 233610 TEACHING & LEADERSHIP FELLOWSHIPS VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 350868125 501(C)(3) 108500 TEACHING & LEADERSHIP FELLOWSHIPS WAYNE STATE UNIVERSITY 42 WEST WARREN AVENUE DETROIT MI 48202 383555142 501(C)(3) 47152 TEACHING & LEADERSHIP FELLOWSHIPS WESTERN MICHIGAN UNIVERSITY 1903 WESTERN MICHIGAN AVENUE KALAMAZOO MI 49008 386007327 501(C)(3) 46181 TEACHING & LEADERSHIP FELLOWSHIPS WILLIAM PATERSON UNIVERSITY 300 POMPTON RD WAYNE NJ 07470 222781603 501(C)(3) 187548 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF MICHIGAN 440 CHURCH STREET ANN ARBOR MI 48109 386006309 501(C)(3) 38000 TEACHING & LEADERSHIP FELLOWSHIPS 25 CHARLOTTE NEWCOMBE DISSERTATION FELLOWSHIPS 21 525000 WOMEN'S STUDIES FELLOWSHIPS 10 50000 US STATE DEPARTMENT FOREIGN AFFAIRS FELLOWSHIPS TUITION AND EDU. EXPENSES 29 1218514 TEACHING FELLOWSHIPS 301 2194512 WOODROW WILSON ACADEMY FELLOWS 10 200000 NANCY WEISS MALKIEL FELLOWSHIPS 10 175000 MBA FELLOWSHIPS 213 4020188 DISSERTATION/RESEARCH/TRAVEL AND CAREER ENHANCEMENT AWARDS 97 810481 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. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ARTHUR LEVINE PRESIDENT 594686 0 0 0 0 0 26500 0 1910 0 623096 0 0 0 STEPHANIE HULL EXECUTIVE VP AND COO 454698 0 0 0 0 0 26500 0 7546 0 488744 0 0 0 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 236320 0 0 0 0 0 23929 0 7768 0 268017 0 0 0 LEANN BUNTROCK PROGRAM DIRECTOR, MBA IN EDUCATION 263585 0 0 0 0 0 26500 0 19507 0 309592 0 0 0 DEBORAH HIRSCH EXECUTIVE DIRECTOR, WOODROW WILSON A 195777 0 0 0 0 0 20059 0 13957 0 229793 0 0 0 JOSE OCHOA DIRECTOR, TEACHING FELLOWS 164362 0 0 0 0 0 16466 0 2841 0 183669 0 0 0 JONATHAN HABER DIRECTOR OF LEARNING ASSESSMENT 179375 0 0 0 0 0 17938 0 2841 0 200154 0 0 0 PATRICK RICCARDS CHIEF COMMUNICATIONS AND STRATEGY OF 196909 0 0 0 0 0 20500 0 18898 0 236307 0 0 0 RICHARD ROSENBERG CHIEF DEVELOPMENT OFFICER 153730 0 0 0 0 0 16000 0 17335 0 187065 0 0 0 AUDRA WATSON DIRECTOR OF CURRICULUM, MENTORING, A 152634 0 0 0 0 0 16042 0 7097 0 175773 0 0 0 COLIN WINTER DEPUTY DIRECTOR, MBA IN EDUCATION PR 169471 0 0 0 0 0 17763 0 21596 0 208830 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 EXECUTIVE VICE PRESIDENT & COO 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. LAUREN MADDOX LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP 120000 THE FOUNDATION ENGAGED THE PODESTA GROUP TO ASSIST WITH PROCURING GOVERNMENT GRANTS FOR THE FOUNDATION. LAUREN MADDOX RECEIVES NO COMPENSATION AS A RESULT OF THIS ARRANGEMENT. 0 X 5 66055 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 4,177,638. MANAGEMENT AND GENERAL EXPENSES 85,812. FUNDRAISING EXPENSES 21,972. TOTAL EXPENSES 4,285,422. 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.