NELLIE MAE EDUCATION FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: NELLIE MAE EDUCATION FOUNDATION INC (EIN 04-2755323)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-14
IRS object ID: 202523189349311862
Schema version: 2024v5.2
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
Schedule A
Schedule C
Schedule D
Schedule F
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-14T14:53:03-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	263753134	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 STATE STREET 17TH FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042755323	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NELLIE MAE EDUCATION FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NELL	BusinessNameControlTxt
Phone	7813484200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1250 HANCOCK STREET 701N	AddressLine1Txt
City	QUINCY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02169	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DR GISELE SHORTER	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	7813484200	PhoneNum
Signature	2025-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CRAIG KLEIN	PreparerPersonNm
PTIN	P00734664	PTIN
Phone	6178075000	PhoneNum
Preparation	2025-11-14	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DR GISELE SHORTER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1250 HANCOCK STREET 701N	AddressLine1Txt
City	QUINCY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02169	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$246,685,691	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NMEFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1998	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	PRIORITIZE GRANTS TO ENSURE ALL YOUTH HAVE ACCESS TO AN EXCELLENT AND EQUITABLE PUBLIC EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	19	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	-$496,936	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$200,000	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$21,215,739	PYInvestmentIncomeAmt
CY Investment Income	$40,949,471	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$21,415,739	PYTotalRevenueAmt
CY Total Revenue	$40,949,471	CYTotalRevenueAmt
PY Grants And Similar Paid	$14,645,178	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$21,134,532	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$4,442,734	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,646,687	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,002,413	PYOtherExpensesAmt
CY Other Expenses	$6,212,886	CYOtherExpensesAmt
PY Total Expenses	$23,090,325	PYTotalExpensesAmt
CY Total Expenses	$29,994,105	CYTotalExpensesAmt
PY Revenues Less Expenses	-$1,674,586	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$10,955,366	CYRevenuesLessExpensesAmt
Total Assets BOY	$519,417,333	TotalAssetsBOYAmt
Total Assets EOY	$543,039,688	TotalAssetsEOYAmt
Total Liabilities BOY	$11,587,961	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,508,179	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$507,829,372	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$532,531,509	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF THE FOUNDATION IS TO CHAMPION EFFORTS THAT PRIORITIZE COMMUNITY GOALS THAT CHALLENGE INEQUITIES AND ADVANCE EXCELLENT, STUDENT-CENTERED PUBLIC EDUCATION FOR ALL NEW ENGLAND YOUTH. THE FOUNDATION IS ORGANIZED AND OPERATED AS A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION TO SUPPORT EDUCATIONAL ORGANIZATIONS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$25,558,135	ExpenseAmt
Grant	$21,134,532	GrantAmt
Desc	NELLIE MAE EDUCATION FOUNDATION'S ("NMEF", "NMEF'S", "THE FOUNDATION", "NELLIE MAE" HEREAFTER) GRANTMAKING STRATEGY FOCUSES ON ENSURING STUDENTS HAVE THE RESOURCES, SUPPORT, AND OPPORTUNITIES NECESSARY TO SUCCEED IN THE CLASSROOM AND BEYOND. WE DO THIS BY BUILDING THE CAPACITY, SUSTAINABILITY, AND EDUCATIONAL FUNCTIONS OF EDUCATIONAL ORGANIZATIONS THAT QUALIFY AS PUBLIC CHARITIES (ORGANIZATION OR ORGANIZATIONS" HEREAFTER).THIS APPROACH REFLECTS OUR DEEP COMMITMENT TO ENSURE EVERY YOUNG PERSON HAS ACCESS TO EXCELLENT, RIGOROUS, AND RELEVANT EDUCATIONAL EXPERIENCES THAT AFFIRM THEIR INDIVIDUALITY AND PREPARE THEM TO THRIVE IN SCHOOL, COMMUNITY, AND CAREERS OF THE FUTURE. (CONTINUATION ON SCHEDULE O)ORGANIZATIONS FUNDED BY NELLIE MAE FOCUS ON EDUCATING WHETHER THAT'S AS AN EDUCATIONAL INSTITUTION, AN ORGANIZATION TRAINING INDIVIDUALS OR OTHER ORGANIZATIONS, INFORMING THE GENERAL PUBLIC, OR DEVELOPING AND SHARING EDUCATIONAL RESOURCES. THIS WORK FALLS UNDER THE FOLLOWING FOUR PORTFOLIOS: CAPACITY BUILDING ACCELERATOR (P1), SYSTEMS TRANSFORMATION (P2), STRENGTHENING COALITIONS (P3), AND INTEGRATED REINFORCING ACTIVITIES (P4). THE FOUNDATION ALSO GRANTS FUNDING FOR RAPID-RESPONSE AND EVENT SPONSORSHIPS.CAPACITY BUILDING ACCELERATOR (P1) CORE OBJECTIVE: STRENGTHEN THE ECOSYSTEM OF INDIVIDUALS AND ORGANIZATIONS THAT SUPPORT SCHOOLS AND DISTRICTS TO SEE, UNDERSTAND, AND MEET THE UNIQUE NEEDS OF STUDENTS.SYSTEMS TRANSFORMATION (P2) CORE OBJECTIVE: INCREASE THE NUMBER OF SCHOOL, DISTRICT, AND STATE EDUCATION LEADERS WITH THE CAPACITY, STRATEGIES, AND RESOURCES TO ENACT POLICIES AND PRACTICES THAT ADDRESS OPPORTUNITY AND ACHIEVEMENT GAPS, ENSURING THAT EACH AND EVERY STUDENT BENEFITS FROM AN EXCELLENT PUBLIC EDUCATION.STRENGTHENING COALITIONS (P3) CORE OBJECTIVE: BRING TOGETHER EDUCATION LEADERS, EXPERTS, AND COMMUNITY GROUPS TO BUILD SHARED GOALS AND SUPPORT ORGANIZATIONS AT THE LOCAL AND LEADERSHIP LEVELS TO CLOSE OPPORTUNITY AND ACHIEVEMENT GAPS AND IMPROVE OUTCOMES FOR ALL STUDENTS.INTEGRATED REINFORCING ACTIVITIES (P4) CORE OBJECTIVE: USE STORYTELLING, RESEARCH, AND COMMUNITY VOICES TO RAISE AWARENESS OF ACHIEVEMENT AND OPPORTUNITY GAPS, SHINE A LIGHT ON COMMUNITY SOLUTIONS, AND BUILD SUPPORT TO ENSURE EACH AND EVERY CHILD HAS WHAT THEY NEED TO THRIVE IN SCHOOL, COMMUNITY, AND CARERS OF THE FUTURE.RAPID RESPONSE OUR RAPID RESPONSE FUND PROVIDES SHORT-TERM, TIME-SENSITIVE SUPPORT IN COMMUNITIES FACING A CRISIS THAT IMPACTS STUDENTS' ABILITY TO THRIVE. EVENT SPONSORSHIPS OUR EVENT SPONSORSHIPS PROVIDE FUNDING FOR COMMUNITY EVENTS, TRAININGS, CONFERENCES AND THE LIKE WITH A FOCUS ON THE SIX NEW ENGLAND STATES OR ARE OF NATIONAL SIGNIFICANCE THAT ADVANCE OUR MISSION, VISION AND VALUES: ELEVATING COMMUNITY-ROOTED SOLUTIONS AND INNOVATION.	Desc
Total Program Service Expenses	$25,558,135	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	19	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERIN BROUILLETTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7813484200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1250 HANCOCK STREET 701N	AddressLine1Txt
City	QUINCY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02169	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
PRUDENCE CARTER
DIRECTOR	1.00	Yes (X)	$20,000	$0	$0
PRABAL CHAKRABARTI
DIRECTOR	2.00	Yes (X)	$24,000	$0	$0
MISHONE DONELSON
DIRECTOR	1.00	Yes (X)	$20,000	$0	$0
BETTY FRANCISCO
DIRECTOR	2.00	Yes (X)	$24,000	$0	$0
ELIZABETH HILPMAN
DIRECTOR	2.00	Yes (X)	$24,000	$0	$0
DEBRA HUMPHREYS
DIRECTOR	1.00	Yes (X)	$20,000	$0	$0
JOHN JACKSON
DIRECTOR	2.00	Yes (X)	$24,000	$0	$0
DEBORAH JEWELL-SHERMAN
DIRECTOR	2.00	Yes (X)	$24,000	$0	$0
MAKEEBA MCCREARY
DIRECTOR	1.00	Yes (X)	$20,000	$0	$0
ELSA NUNEZ
DIRECTOR	2.00	Yes (X)	$27,000	$0	$0
COLLEEN QUINT
DIRECTOR	1.00	Yes (X)	$24,000	$0	$0
JOHN REMONDI
DIRECTOR	2.00	Yes (X)	$27,000	$0	$0
WARREN SIMMONS
DIRECTOR	2.00	Yes (X)	$39,000	$0	$0
DANIA VAZQUEZ
DIRECTOR	2.00	Yes (X)	$24,000	$0	$0
NICHOLAS WARREN
DIRECTOR	1.00	Yes (X)	$10,000	$0	$0
PAMELA WHITE
CLERK	40.00		$7,851	$0	$261	Yes (X)
DR GISELE SHORTER
PRESIDENT & CEO	60.00		$513,803	$0	$172,519	Yes (X)
ERIN BROUILLETTE
CHIEF FINANCIAL OFFICER	40.00		$135,245	$0	$28,954	Yes (X)
MICHAEL CAREY
VP OF FINANCE (UNTIL JUNE 2024)	40.00		$347,146	$0	$517	Yes (X)
JESSICA SPOHN
DIR. OF GRANTMAKING (UNTIL 1/19/24)	40.00		$269,031	$0	$10,067		Yes (X)
MARCOS POPOVICH
PROGRAM DIRECTOR, GRANTMAKING	40.00		$182,378	$0	$60,340		Yes (X)
PAUL MARSH
IT MANAGER	40.00		$171,507	$0	$35,502		Yes (X)
STEPHANIE CHENEY
SR MANAGER, GRANTS & PROGRAMS	40.00		$147,567	$0	$53,198		Yes (X)
ALEXIS HAREWOOD
SENIOR PROGRAM OFFICER	40.00		$129,176	$0	$28,922		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,254,704	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$390,280	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	8	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PRIME BUCHOLZ
99 HIGH STREET 22ND FLOOR	BOSTON	MA	02110	INVESTMENT MANAGEMENT	$298,427
TAMMY DOWLEY-BLACKMAN GROUP
1900 THAMES STREET	BALTIMORE	MD	21231	MANAGEMENT CONSULTING	$283,012
KINLAW CONSULTING INC
410 NW 16TH AVENUE	BOYNTON BEACH	FL	33435	CONSULTING	$226,034
AAFCPAS
50 WASHINGTON STREET	WESTBOROUGH	MA	01581	ACCOUNTING	$194,640
NONPROFIT HR SOLUTIONS
1441 L STREET NW 12TH FLOOR	WASHINGTON	DC	20005	EMPLOYMENT/STAFFING	$124,229

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	7	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,098,810	TotalRevenueColumnAmt
Unrelated Business Revenue	-$496,936	UnrelatedBusinessRevenueAmt
Exclusion	$6,595,746	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$240,586,881	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$205,736,220	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$34,850,661	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,850,661	TotalRevenueColumnAmt
Exclusion	$34,850,661	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$40,949,471	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$496,936	UnrelatedBusinessRevenueAmt
Exclusion	$41,446,407	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$21,134,532	TotalAmt
Program Services	$21,134,532	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$867,242	TotalAmt
Program Services	$363,821	ProgramServicesAmt
Management And General	$503,421	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,323,837	TotalAmt
Program Services	$846,332	ProgramServicesAmt
Management And General	$477,505	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$190,861	TotalAmt
Program Services	$114,538	ProgramServicesAmt
Management And General	$76,323	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$139,642	TotalAmt
Program Services	$83,801	ProgramServicesAmt
Management And General	$55,841	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$125,105	TotalAmt
Program Services	$75,077	ProgramServicesAmt
Management And General	$50,028	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$94,505	TotalAmt
Management And General	$94,505	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$124,447	TotalAmt
Management And General	$124,447	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$66,000	TotalAmt
Management And General	$66,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,325,845	TotalAmt
Management And General	$1,325,845	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$900,003	TotalAmt
Program Services	$893,628	ProgramServicesAmt
Management And General	$6,375	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$127,966	TotalAmt
Program Services	$76,794	ProgramServicesAmt
Management And General	$51,172	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$143,465	TotalAmt
Program Services	$86,095	ProgramServicesAmt
Management And General	$57,370	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$318,064	TotalAmt
Program Services	$190,874	ProgramServicesAmt
Management And General	$127,190	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$145,200	TotalAmt
Program Services	$87,136	ProgramServicesAmt
Management And General	$58,064	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$198,281	TotalAmt
Program Services	$118,991	ProgramServicesAmt
Management And General	$79,290	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$39,856	TotalAmt
Program Services	$23,918	ProgramServicesAmt
Management And General	$15,938	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
COMMUNICATIONS SUPPORT	$1,459,923	$1,459,923
PROF. DVLPMT/MEMBERSHIP	$1,269,331	$2,675	$1,266,656

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$29,994,105	TotalAmt
Program Services	$25,558,135	ProgramServicesAmt
Management And General	$4,435,970	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,173,694	BOYAmt
EOY	$1,648,162	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,355	BOYAmt
EOY	$39,968	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,746,646	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,554,575	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$290,102	BOYAmt
EOY	$192,071	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$191,576,088	BOYAmt
EOY	$199,561,421	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$325,695,888	BOYAmt
EOY	$340,588,728	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$674,206	BOYAmt
EOY	$1,009,338	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$519,417,333	BOYAmt
EOY	$543,039,688	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,123,958	BOYAmt
EOY	$849,521	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$10,085,770	BOYAmt
EOY	$9,190,653	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$378,233	BOYAmt
EOY	$468,005	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,587,961	BOYAmt
EOY	$10,508,179	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$507,829,372	BOYAmt
EOY	$532,531,509	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$507,829,372	BOYAmt
EOY	$532,531,509	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$519,417,333	BOYAmt
EOY	$543,039,688	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$10,955,366	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$13,746,771	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	201	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	SEE PART VI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	000000000	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	0	GoverningDocumentListedInd
Support	$21,134,532	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	201	SupportedOrganizationsTotalCnt
Support Sum	$21,134,532	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	Yes (1)	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, SECTION A, LINE 1:	NELLIE MAE EDUCATION FOUNDATION, INC. (THE "FOUNDATION") IS ORGANIZED AND OPERATED AS AN ORGANIZATION EXEMPT FROM TAXATION UNDER IRC SECTION 501(C)(3). IT IS NOT A PRIVATE FOUNDATION BECAUSE IT IS A SUPPORTING ORGANIZATION AS DESCRIBED IN IRC SECTION 509(A)(3). IN PRIOR YEARS, THE FOUNDATION WAS ALSO A PUBLICLY SUPPORTED AS DESCRIBED IN IRC SECTION 509(A)(2). PURSUANT TO ITS ARTICLES OF ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, AND TO PROMOTE THE CHARITABLE AND EDUCATIONAL PURPOSES OF A CLASS OF ORGANIZATIONS, INCLUDING UNIVERSITIES, COLLEGES, SECONDARY SCHOOLS, ELEMENTARY SCHOOLS, AND OTHER EDUCATIONAL ORGANIZATIONS WHICH ARE DESCRIBED IN IRC SECTION 501(C)(3) AND WHICH ARE NOT PRIVATE FOUNDATIONS AS DESCRIBED IN IRC SECTION 509(A). THE FOUNDATION'S ACTIVITIES INCLUDE MAKING GRANTS TO THE PUBLIC CHARITIES IT SUPPORTS AND PROVIDING SERVICES TO THOSE ORGANIZATIONS. A MAJORITY OF THE FOUNDATION'S DIRECTORS ARE REPRESENTATIVES OF ORGANIZATIONS THAT WOULD BE ELIGIBLE TO RECEIVE SUPPORT FROM THE FOUNDATION. IN ADDITION, THE COMMITTEE THAT NOMINATES BOARD MEMBERS IS COMPOSED ENTIRELY OF DIRECTORS WHO ARE ALSO OFFICERS, DIRECTORS, KEY EMPLOYEES OR PERSONS SERVING IN A LEADERSHIP ROLE IN PUBLIC CHARITIES THAT WOULD BE ELIGIBLE TO RECEIVE SUPPORT FROM THE FOUNDATION. THE FOUNDATION ONLY SUPPORTS PUBLIC CHARITIES DESCRIBED IN IRC SECTION 509(A)(1) OR 509(A)(2) AND ONLY ORGANIZATIONS THAT ARE ORGANIZED IN THE UNITED STATES.
PART I, LINE 12G, COLUMN (III):	NELLIE MAE EDUCATION FOUNDATION, INC. (THE "FOUNDATION") SUPPORTS ORGANIZATIONS DESCRIBED ON SCHEDULE A, PART I, LINES 2, 6, 7, & 10.
PART IV, SECTION A, LINE 2:	PUBLIC SCHOOL SYSTEM GRANTEES ARE DESCRIBED IN SECTION 509(A)(1) AND TYPICALLY DO NOT HAVE IRS DETERMINATION LETTERS. THE FOUNDATION VERIFIES PUBLIC SCHOOL/GOVERNMENTAL STATUS IN WRITING.

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$66,000	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$66,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	A LOBBYING FIRM WAS HIRED DURING 2024 TO MONITOR ACTIVITY ON PROPOSED STATE LEGISLATION AFFECTING THE FOUNDATION'S PRACTICES AND TO MEET WITH COMMITTEE AND COMMITTEE STAFF MEMBERS TO DISCUSS SUCH LEGISLATION.	ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$729,150	OtherCostOrOtherBasisAmt
Depreciation	$720,829	DepreciationAmt
Book Value	$8,321	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,236,021	OtherCostOrOtherBasisAmt
Depreciation	$1,052,271	DepreciationAmt
Book Value	$183,750	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$781,475	OtherCostOrOtherBasisAmt
Depreciation	$781,475	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$192,071	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (11 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
DOMESTIC EQUITY	$75,235,752	F
FOREIGN EQUITY	$38,818,832	F
INVESTMENT FUND - DISTRESSED CREDIT	$40,526,587	F
INVESTMENT FUND - FIXED INCOME	$13,174,108	F
INVESTMENT FUND - LONG/SHORT EQUITY	$23,704,949	F
INVESTMENT FUND - MULTI-STRATEGY	$46,223,740	F
REAL ESTATE FUND	$14,374,231	F
PRIVATE COMMODITY	$6,401,413	F
NATURAL RESOURCES FUND OF FUNDS	$151,536	F
PRIVATE EQUITY	$45,854,900	F
GLOBAL EQUITY	$36,122,680	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$340,588,728	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE OBLIGATION	Desc
Amt	$468,005	Amt

Field	Value	IRS element (for citing)
Total Liability	$468,005	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$53,370,397	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$13,746,771	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$13,746,771	RevenueNotReportedAmt
Revenue Subtotal	$39,623,626	RevenueSubtotalAmt
Investment Expenses Not Incld	$1,325,845	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$1,325,845	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$40,949,471	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$28,668,260	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$28,668,260	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$1,325,845	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$1,325,845	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$29,994,105	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND 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. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THREE YEARS FOLLOWING THE DATE FILED.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA AND THE CARIBBEAN	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	INVESTMENTS	TypeOfActivitiesConductedTxt
Region Total Expenditures	$55,782,361	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$55,782,361	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$55,782,361	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (140 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
A BETTER WAY FOUNDATION
142 TEMPLE STREET	HARTFORD	CT	06101	061576383	501(C)(3)	$183,000	$0	COALITIONS
AFRICAN COMMUNITY EDUCATION PROGRAM INC
51 GAGE STREET	WORCESTER	MA	01608	141970474	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
ALLIANCE OF RHODE ISLAND SOUTHEAST ASIANS FOR EDUCATION
151 BROADWAY SUITE 310	PROVIDENCE	RI	02903	814458558	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
AMALGAMATED CHARITABLE FOUNDATION
1825 K ST NW	WASHINGTON	DC	20006	821517696	501(C)(3)	$250,000	$0	EDUCATION FORWARD FUND
AMERICAN WELDING ACADEMY
250 SOUTH VAN BRUNT SUITE H	ENGLEWOOD	NJ	07631	832111728	501(C)(3)	$9,000	$0	AMERICAN WELDING ACADEMY
ASIAN AMERICAN RESOURCE WORKSHOP
42 CHARLES STREET SUITE A	DORCHESTER	MA	02122	042707980	501(C)(3)	$183,000	$0	COALITIONS (APISCAN) 2024-26
BEND THE ARC
330 SEVENTH AVENUE	NEW YORK	NY	10001	521332694	501(C)(3)	$183,000	$0	FCYO 2024-26
BETA TAU ASSOCIATION INC
7064 E TAMARON BLVD	NEW ORLEANS	LA	70128	853184635	501(C)(3)	$12,500	$0	BETA TAU NETWORK PROGRAMS
BME NETWORKS
6825 TAFT STREET SUITE 101	HOLLYWOOD	FL	33024	463083316	501(C)(3)	$50,000	$0	NEXT NARRATIVE SUMMIT
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
38 ASH STREET	BOSTON	MA	02111	237209691	501(C)(3)	$5,689	$0	MATCHING: LUNAR NEW YEAR GALA FUNDRAISER
BOSTON STRING ACADEMY
PO BOX 171035	BOSTON	MA	02117	461423890	501(C)(3)	$10,000	$0	GENERAL OPERATING
BPE INC
67 KEMBLE STREET SUITE 25	BOSTON	MA	02119	813213571	501(C)(3)	$10,000	$0	BOSTON TEACHER RESIDENCY
BROWN UNIVERSITY
CAMPUS BOX 1860 ONE PROSPECT STREET	PROVIDENCE	RI	02912	050258809	501(C)(3)	$250,000	$0	NATIONAL CONVENING ON COMMUNITY-ENGAGED RESEARCH
BROWN UNIVERSITY
CAMPUS BOX 1860 ONE PROSPECT STREET	PROVIDENCE	RI	02912	050258809	501(C)(3)	$850,000	$0	EDUCATION RESEARCH INFRASTRUCTURE INITIATIVE: NEW KNOWLEDGE, INNOVATIONS, AND TRAINING IN NEW ENGLAND
CARY INSTITUTE OF ECOSYSTEM STUDIES
BOX AB / 2801 SHARON TURNPIKE	MILLBROOK	NY	12545	223232968	501(C)(3)	$10,000	$0	MID HUDSON YOUNG ENVIROMENTAL STUDIES
CENTER FOR LEADERSHIP AND EDUCATIONAL EQUITY
PO BOX 9259	PROVIDENCE	RI	02940	271863010	501(C)(3)	$25,000	$0	FALL MEETING
CITY WIDE YOUTH COALITION INC
928 CHAPEL STREET SUITE 201/202	NEW HAVEN	CT	06510	061386638	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT ROAD SUITE 201	HARTFORD	CT	06114	311768549	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVE 1-205	HARTFORD	CT	06106	237024016	501(C)(3)	$150,000	$0	SOW CT 2024-26
CONNECTICUT PUBLIC INC
1049 ASYLUM AVE	HARTFORD	CT	06105	060758938	501(C)(3)	$25,000	$0	NEW ENGLAND NEWS COLLABORATIVE OPERATING SUPPORT '25
CONNECTICUT VOICES FOR CHILDREN
33 WHITNEY AVENUE	NEW HAVEN	CT	06510	061435280	501(C)(3)	$228,750	$0	ADVOCACY COHORT 2024-26
CSUDH PHILANTHROPIC FOUNDATION
CSU DOMINGUEZ HILLS 1000 EAST	CARSON	CA	90747	473097839	501(C)(3)	$30,000	$0	ELTHE JOURNAL	VICTORIA STREET WH440
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PL WEST 6TH FL	BROOKLINE	MA	02445	042263040	501(C)(3)	$6,000	$0	RESEARCH - SAJNI FUND FOR PEDIATRIC BRAIN CANCER
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PL WEST 6TH FL	BROOKLINE	MA	02445	042263040	501(C)(3)	$20,000	$0	RESEARCH - SAJNI FUND FOR PEDIATRIC BRAIN CANCER
DIVERSITY TALKS PD INC
596 CHARLES ST 49	PROVIDENCE	RI	02904	823543360	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
EASTERN CONNECTICUT STATE UNIVERSITY FOUNDATION
83 WINDHAM STREET PO BOX 431	WILLIMANTIC	CT	06226	237111053	501(C)(3)	$10,000	$0	ELSA NUNEZ SCHOLARSHIP FUND
EASTERN CONNECTICUT STATE UNIVERSITY FOUNDATION
83 WINDHAM STREET PO BOX 431	WILLIMANTIC	CT	06226	237111053	501(C)(3)	$30,000	$0	SCHOLARSHIPS FOR UNDERGRADUATE STUDENTS AT EASTERN CT STATE UNIVERSITY
EDITORIAL PROJECTS IN EDUCATION INC
6935 ARLINGTON ROAD STE 100	BETHESDA	MD	20814	530246895	501(C)(3)	$200,000	$0	OPERATING SUPPORT FOR EDWEEK 2024-26
EDUCATE MAINE
482 CONGRESS STREET SUITE 303	PORTLAND	ME	04101	203559947	501(C)(3)	$15,000	$0	2024 EDUCATION INDICATORS FOR MAINE REPORT
EDUCATE MAINE
482 CONGRESS STREET SUITE 303	PORTLAND	ME	04101	203559947	501(C)(3)	$228,750	$0	ADVOCACY COHORT 2024-26
EDUCATION JUSTICE COALITION OF VERMONT
105 HIGH STREET	BURLINGTON	VT	05401	854232236	501(C)(3)	$183,000	$0	COALITIONS 2024-26
EDUCATION LAW CENTER
60 PARK PLACE SUITE 300	NEWARK	NJ	07102	222014555	501(C)(3)	$183,000	$0	PUBLIC FUNDS PUBLIC SCHOOLS CAMPAIGN 2024-26
EDUCATION RESOURCE STRATEGIES
480 PLEASANT STREET C200 I	WATERTOWN	MA	02472	201978102	501(C)(3)	$265,000	$0	NEW ENGLAND COHORT FOR K-12 RESOURCE EQUITY
EMBRACE BOSTON
50 MILK STREET	BOSTON	MA	02109	881392629	501(C)(3)	$200,000	$0	EVERYONE250 SIGNATURE SERIES
EPIPHANY SCHOOL
154 CENTRE STREET	DORCHESTER	MA	02124	043391788	501(C)(3)	$10,000	$0	GRADUATE SUPPORT
EQUITY INSTITUTE
225 DYER STREET 2ND FL	PROVIDENCE	RI	02903	834472785	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
FAITHACTS FOR EDUCATION
857 POST ROAD SUITE 310	FAIRFIELD	CT	06824	472150020	501(C)(3)	$100,000	$0	COALITIONS 2024-26
FAITHACTS FOR EDUCATION
857 POST ROAD SUITE 310	FAIRFIELD	CT	06824	472150020	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
FOUNDATION FOR LOUISIANA
2022 ST BERNARD AVE SUITE 122B	NEW ORLEANS	LA	70116	203399944	501(C)(3)	$300,000	$0	SPONSORING EXECUTIVE LEADERSHIP EXPERIENCES FOR BIPOC LEADERS
FSG INC
179 LINCOLN ST	BOSTON	MA	02111	202776974	501(C)(3)	$1,323,915	$0	SYSTEMS TRANSFORMATION: BRIDGE STRATEGY
FUND FOR THE CITY OF NEW YORK
121 6TH AVENUE 6TH FLOOR	NEW YORK	NY	10013	132612524	501(C)(3)	$175,000	$0	EXECUTIVE LEADERSHIP CAPACITY BUILDING INITIATIVE
FUND FOR THE CITY OF NEW YORK
121 6TH AVENUE 6TH FLOOR	NEW YORK	NY	10013	132612524	501(C)(3)	$600,000	$0	LAUNCH OF THE CENTER FOR YOUTH AND THE FUTURE OF WORK AND A NATIONAL STUDY
GRANITE STATE ORGANIZING PROJECT
1045 ELM ST STE 201	MANCHESTER	NH	03103	470873896	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
GRANTMAKERS FOR EDUCATION
400 SE 103RD DR 33348	PORTLAND	OR	97216	330919329	501(C)(3)	$25,000	$0	2024 CONFERENCE
GREAT SCHOOLS PARTNERSHIP
482 CONGRESS STREET SUITE 500	PORTLAND	ME	04101	263834610	501(C)(3)	$50,000	$0	DEW CONVENINGS AND SUMMITS 24-25
GROWTH PHILANTHROPY NETWORK
1345 AVENUE OF THE AMERICAS 33RD	NEW YORK	NY	10105	421625224	501(C)(3)	$50,000	$0	EDUCATION WORKING GROUP	FLOOR
HARTFORD YOUTH SCHOLARS
129 ALLEN PLACE	HARTFORD	CT	06106	203495171	501(C)(3)	$20,000	$0	GENERAL SUPPORT
HARVARD GRADUATE SCHOOL OF EDUCATION
13 APPIAN WAY LONGFELLOW HALL SUITE	CAMBRIDGE	MA	021383703	042103580	501(C)(3)	$10,000	$0	FINANCIAL SUPPORT	G012
HYDE SQUARE TASK FORCE INC
30 SUNNYSIDE STREET	JAMAICA PLAIN	MA	02130	043118543	501(C)(3)	$100,000	$0	GBLN COALITION 2024-26
JUMPSTART
308 CONGRESS STREET SIXTH FLOOR	BOSTON	MA	02210	043262046	501(C)(3)	$6,000	$0	EDUCATIONAL PROGRAMMING
JUSTICE RESOURCE INSTITUTE
MY LIFE MY CHOICE 209 COLUMBUS	BOSTON	MA	02116	042526357	501(C)(3)	$10,000	$0	MY LIFE MY CHOICE	AVENUE SUITE 301
LA COLABORATIVA
318 BROADWAY	CHELSEA	MA	02150	222906521	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
LATINOS FOR EDUCATION
68 HARRISON AVE STE 605 PMB 91135	BOSTON	MA	02111	812883649	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
LEADERSHIP BRAINERY
266A BEACON ST	BOSTON	MA	02116	830705607	501(C)(3)	$10,000	$0	GENERAL OPERATING
LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC
31 JEFFERSON STREET	NEW HAVEN	CT	06511	222906547	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
MACALESTER COLLEGE
1600 GRAND AVENUE	ST PAUL	MN	55105	410693962	501(C)(3)	$10,000	$0	GENERAL SUPPORT
MAINE INSIDE OUT
PO BOX 1062	LEWISTON	ME	04243	830462687	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
MAKE THE ROAD STATES INC
PO BOX 73	BRENTWOOD	NY	11717	843988830	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
MARGARITA MUNIZ ACADEMY FOUNDATION
20 CHILD STREET	JAMAICA PLAIN	MA	02130	800827704	501(C)(3)	$40,000	$0	MUNIZ AADEMY
MASSACHUSETTS BUDGET & POLICY CENTER
ONE STATE STREET SUITE 1250	BOSTON	MA	02109	042967537	501(C)(3)	$228,750	$0	ADVOCACY COHORT 2024-26
MASSACHUSETTS COMMUNITIES ACTION NETWORK
14 CUSHING AVE	DORCHESTER CENTER	MA	02125	042863903	501(C)(3)	$137,250	$0	COALITIONS YEAR 2024-26
MASSINC
11 BEACON STREET STE 500	BOSTON	MA	02108	043271457	501(C)(3)	$66,867	$0	21ST CENTURY SCHOOL BUILDING STRATEGIES TO FURTHER COMMUNITY HEALTH AND INCREASE EDUCATIONAL OPPORTUNITY
MID-ATLANTIC EQUITY CONSORTIUM
5272 RIVER ROAD SUITE 340	BETHESDA	MD	20816	521790753	501(C)(3)	$264,213	$0	ADVANCING SYSTEMS: TRANSFORMATION FOR EDUCATION JUSTICE
MISS PORTER'S SCHOOL
60 MAIN ST	FARMINGTON	CT	06032	060646786	501(C)(3)	$10,000	$0	GENERAL SUPPORT
MT HOPE LEARNING CENTER
140 CYPRESS STREET	PROVIDENCE	RI	02906	050502405	501(C)(3)	$15,000	$0	HOPE HS CIVIL RIGHTS PROJECT & TRIP
NATIONAL CENTER FOR CIVIC INNOVATION
NATIONAL CENTER FOR CIVIC	NEW YORK	NY	10013	020590588	501(C)(3)	$100,000	$0	LIBERATED 2023-24 REGRANT	INNOVATION 121 AVENUE OF THE AMERIC
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NW SUITE 825	WASHINGTON	DC	20036	521072749	501(C)(3)	$75,000	$0	"REGRESSIVE PHILANTHROPY" RESEARCH INITIATIVE
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NW SUITE 825	WASHINGTON	DC	20036	521072749	501(C)(3)	$200,000	$0	OPERATING SUPPORT
NATIONAL ECONOMIC AND SOCIAL RIGHTS INITIATIVE
85 COLUMBIA STREET APT 5B	NEW YORK	NY	10002	731714118	501(C)(3)	$137,250	$0	DIGNITY IN SCHOOLS 2024-26
NATIONAL MATH AND SCIENCE INITIATIVE
P O BOX 732578	DALLAS	TX	753732578	113769438	501(C)(3)	$10,000	$0	FROM STEM TO THE STARS
NATIONAL NETWORK OF STATE TEACHERS OF THE YEAR INC
4925 S BROADWAY AVENUE UNIT 8126	WICHITA	KS	67216	481035353	501(C)(3)	$460,000	$0	EMPOWERED EDUCATOR VOICES FELLOWS
NATIONAL PUBLIC EDUCATION SUPPORT FUND
1425 K STREET NW SUITE 700	WASHINGTON	DC	20005	263015634	501(C)(3)	$183,000	$0	OPERATING GRANT 2024-26
NEA FOUNDATION
1201 16TH STREET NW SUITE 416	WASHINGTON	DC	20036	237035089	501(C)(3)	$10,000	$0	SALUTE TO EXCELLENCE IN EDUCATION
NEW HAMPSHIRE SCHOOL FUNDING FAIRNESS PROJECT
64 N MAIN ST SUITE 207	CONCORD	NH	03301	020467355	501(C)(3)	$183,000	$0	OPERATING GRANT 2024-26
NEW VENTURE FUND
PO BOX 37734	BALTIMORE	MD	21297	205806345	501(C)(3)	$300,000	$0	LEADING NOW - SUPERINTENDENT SUPPORT TO BUILD PUBLIC ENGAGEMENT SKILLS
NEW VENTURE FUND
80 M STREET SE	BALTIMORE	MD	21297	205806345	501(C)(3)	$500,000	$0	OPERATING SUPPORT - COMMUNITIES FOR JUST SCHOOLS FUND
NH CENTER FOR JUSTICE AND EQUITY
30 AMHERST ST STE 2	MANCHESTER	NH	03101	883001357	501(C)(3)	$183,000	$0	OPERATING GRANT 2024-26 1
OLNEYVILLE NEIGHBORHOOD ASSOCIATION
C/O RIFLA PO BOX 200	PROVIDENCE	RI	02909	830434706	501(C)(3)	$183,000	$0	COALITIONS 2024-26 - COALITION FOR A MULTILINGUAL RHODE ISLAND
OUTRIGHT VERMONT
PO BOX 5235	BURLINGTON	VT	05402	030323843	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
PA'LANTE TRANSFORMATIVE JUSTICE
220 LINDEN STREET	HOLYOKE	MA	01040	922240723	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
PARENTS LEADING FOR EDUCATIONAL EQUITY
100 NIANTIC AVE SUITE 101	PROVIDENCE	RI	02907	854350943	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
PARENTSTOGETHER FOUNDATION
1629 K STREET NW SUITE 300	WASHINGTON	DC	20006	464838094	501(C)(3)	$250,000	$0	SHIFTING NARRATIVES: PROMOTING AND PROTECTING PUBLIC EDUCATION AMONG PARENT AUDIENCES
POLAND REGIONAL HIGH SCHOOL
1457 MAINE STREET	POLAND	ME	04274	264196919	PUBLIC SCHOOL	$10,000	$0	EDUCATIONAL PROGRAMMING
PRISM
1423 BROADWAY 271	OAKLAND	CA	94612	821772450	501(C)(3)	$50,000	$0	PRISM CORE SUPPORT FOR EDUCATION PROGRAMMING '25
PROGRESO LATINO
626 BROAD ST	CENTRAL FALLS	RI	028632835	050380608	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
PROGRESSNOW EDUCATION
PO BOX 664	EARLYSVILLE	VA	22936	208720291	501(C)(3)	$183,000	$0	GRANITE STATE PROGRESS 2024-26
PROMISE EARLY EDUCATION
269 BATES STREET	LEWISTON	ME	04240	237323306	501(C)(3)	$7,500	$0	EDUCATION PROJECTS
PROVIDENCE STUDENT UNION
763R WESTMINSTER STREET	PROVIDENCE	RI	02903	455052229	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
PROVIDENCE YOUTH STUDENT MOVEMENT
PO BOX 6487	PROVIDENCE	RI	02904	651224536	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
PUBLIC ASSETS INSTITUTE
PO BOX 942	MONTPELIER	VT	05601	161703662	501(C)(3)	$228,750	$0	ADVOCACY COHORT 2024-26 1
REACHING HIGHER NH
11 SOUTH MAIN STREET UNIT 200	CONCORD	NH	03301	474397833	501(C)(3)	$7,000	$0	WEBSITE SUPPORT
REACHING HIGHER NH
11 SOUTH MAIN STREET UNIT 200	CONCORD	NH	03301	474397833	501(C)(3)	$228,750	$0	ADVOCACY COHORT 2024-26
READING IS FUNDAMENTAL
750 FIRST ST NE SUITE 920	WASHINGTON	DC	20002	520976257	501(C)(3)	$40,000	$0	PROGRAM SUPPORT 1
RELAY GRADUATE SCHOOL OF EDUCATION
RELAY GSE ATTN FINANCE DEPARTMENT	NEW YORK	NY	10004	275316628	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR	25 BROADWAY 3RD FLOOR
RESIST INC
42 SEAVERNS AVE	BOSTON	MA	02130	042433182	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
RESIST INC
42 SEAVERNS AVE	BOSTON	MA	02130	042433182	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR (SIMS)
RESIST INC
375 CENTRE STREET	BOSTON	MA	02130	042433182	501(C)(3)	$183,000	$0	COALITIONS 2024-26 - MASSACHUSETTS EDUCATION JUSTICE ALLIANCE - EDUCATION FUND
RHODE ISLAND KIDS COUNT
ONE UNION STATION	PROVIDENCE	RI	02903	061485449	501(C)(3)	$250,000	$0	ADVOCACY COHORT 2024-26
RHODE ISLAND SCHOOL FOR PROGRESSIVE EDUCATION
225 DYER ST	PROVIDENCE	RI	02903	820605219	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
RHODE ISLAND TUTORIAL AND EDUCATIONAL SERVICES
334 EAST AVENUE UNIT 3	PAWTUCKET	RI	02860	261224086	501(C)(3)	$16,000	$0	EQUITABLE ACCESS TO LITERACY INSTRUCTION/INTERVENTION
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAY SUITE 3475	NEW YORK	NY	10271	133615533	501(C)(3)	$20,000	$0	THE PARTNERSHIP FOR THE FUTURE OF LEARNING
ROCKEFELLER PHILANTHROPY ADVISORS INC
120 BROADWAY SUITE 3475	NEW YORK	NY	10271	133615533	501(C)(3)	$274,500	$0	PARTNERSHIP FOR LEARNING 2024-26
ROGER WILLIAMS UNIVERSITY
1 EMPIRE STREET CYCLE - SUITE 513	PROVIDENCE	RI	02903	050277222	501(C)(3)	$183,000	$0	OUR SCHOOLS PVD COALITION 2024-26
ROGER WILLIAMS UNIVERSITY
1 EMPIRE STREET CYCLE - SUITE 513	PROVIDENCE	RI	02903	050277222	501(C)(3)	$200,000	$0	IMPLEMENTING YLI 2024
ROGER WILLIAMS UNIVERSITY
1 EMPIRE STREET CYCLE - SUITE 513	PROVIDENCE	RI	02903	050277222	501(C)(3)	$242,680	$0	NEYON 2024-25
ROGER WILLIAMS UNIVERSITY
1 EMPIRE STREET CYCLE - SUITE 513	PROVIDENCE	RI	02903	050277222	501(C)(3)	$500,000	$0	RI MOVEMENT BUILDING
SALEM STATE UNIVERSITY FOUNDATION
352 LAFAYETTE STREET	SALEM	MA	01970	042620632	501(C)(3)	$7,000	$0	SUMMER INTERNSHIPS
SCHOOL BOARD PARTNERS
3423 MARIGNY STREET	NEW ORLEANS	LA	70122	832568080	501(C)(3)	$250,000	$0	REGIONAL TRAINING PROGRAM FOR SCHOOL BOARD MEMBERS
SKOWHEGAN SCHOOL OF PAINTING & SCULPTURE
136 WEST 22ND STREET	NEW YORK	NY	10011	010263908	501(C)(3)	$20,000	$0	SKOWHEGAN SCHOLARSHIP PROGRAM
STREET THEORY COLLECTIVE
201 PEARL ST 1	CAMBRIDGE	MA	02139	921452077	501(C)(3)	$10,000	$0	EDUCATIONAL PROGRAMMING
TALENTED AND GIFTED (TAG) ASSOCIATION INC
21 ANSELM TERRACE	BOSTON	MA	02135	271793806	501(C)(3)	$10,000	$0	TALENTED AND GIFTED
TEACH WESTERN MASS INC
1000 STATE STREET	SPRINGFIELD	MA	01109	813839008	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
THE AMERICAN COLLEGE OF GREECE
101 ARCH STREET FLOOR 8	BOSTON	MA	02110	042306054	501(C)(3)	$10,000	$0	STUDENT STUDY ABROAD SUPPORT
THE BOSTON FOUNDATION
75 ARLINGTON STREET 3RD FLOOR	BOSTON	MA	02116	042104021	501(C)(3)	$183,000	$0	BOSTON OPPORTUNITY AGENDA 2024-26
THE BRIDGESPAN GROUP
88 KEARNY STREET	SAN FRANCISCO	CA	94108	311625487	501(C)(3)	$275,000	$0	FIELD BUILDING FOR EQUITABLE SYSTEMS CHANGE
THE BRIDGESPAN GROUP
88 KEARNY STREET	SAN FRANCISCO	CA	94108	311625487	501(C)(3)	$455,000	$0	CONVENING CAPACITY BUILDING ACCELERATOR PARTICIPANTS
THE BRIDGESPAN GROUP
88 KEARNY STREET	SAN FRANCISCO	CA	94108	311625487	501(C)(3)	$2,995,000	$0	CAPACITY BUILDING ACCELERATOR PROVIDER
THE EDUCATION TRUST
1501 K STREET NW SUITE 200	WASHINGTON	DC	20005	521982223	501(C)(3)	$183,000	$0	DEEPENING AND EXPANDING THE WORK OF THE MASSACHUSETTS EDUCATION EQUITY PARTNERSHIP 2024-26
THE FOUNDATION CENTER DBA CANDID
32 OLD SLIP 24TH FLOOR	NEW YORK	NY	10005	131837418	501(C)(3)	$9,000	$0	GENERAL PROGRAM FUNDING
THE LEADERSHIP ACADEMY
10-27 46TH AVENUE 1ST FLOOR	LONG ISLAND CITY	NY	11101	030503570	501(C)(3)	$264,618	$0	SCALING EQUITABLE PRACTICE IN PORTLAND PUBLIC SCHOOLS
THE LINKS FOUNDATION INCORPORATED
THE COMMONWEALTH VA CHAPTER THE	RICHMOND	VA	23261	521170830	501(C)(3)	$10,000	$0	LINKS & ALPHA PHI ALPHA PARTNERSHIP	LINKS INC PO BOX 27183
THE TEACHERS' LOUNGE
208 POPLAR STREET	BOSTON	MA	02131	842578468	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
THE YOUNG PEOPLE'S PROJECT
99 BISHOP ALLEN DRIVE	CAMBRIDGE	MA	02139	640939004	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
THEBLACKMANCAN INC
20 EILEEN DR	EAST WINDSOR	CT	060889785	812480578	501(C)(3)	$7,500	$0	NONPROFIT LEADERS
TREE STREET YOUTH
144 HOWE STREET	LEWISTON	ME	04240	460942854	501(C)(3)	$7,500	$0	YOUTH DEVELOPMENT AND AFTER SCHOOL
TRUSTEES OF INDIANA UNIVERSITY
DEPT 78867 PO BOX 78000	BLOOMINGTON	IN	47401	356001673	501(C)(3)	$75,000	$0	PHILANTHROPIC GIVING DASHBOARD
TSNE
89 SOUTH ST	BOSTON	MA	02111	042261109	501(C)(3)	$100,000	$0	OPERATING SUPPORT 2024-26 - STATE AND SCHOOL FINANCE PROJECT
TSNE
89 SOUTH ST	BOSTON	MA	02111	042261109	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR - REVERE YOUTH IN ACTION
UNITED WAY OF CENTRAL MASSACHUSETTS
484 MAIN STREET SUITE 300	WORCESTER	MA	01608	042104017	501(C)(3)	$183,000	$0	COALITIONS 2024-26 - WORCESTER EDUCATION COLLABORATIVE
UNITED WAY OF COASTAL AND WESTERN CT
10 MIDDLE STREET FLOOR 11	DANBURY	CT	06801	060646577	501(C)(3)	$50,000	$0	PT PARTNERS
UNITED WE DREAM
2470 FAIRFIELD AVE	WASHINGTON	DC	20033	462216565	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR - CT STUDENTS FOR A DREAM
UNIVERSITY OF MASSACHUSETTS FOUNDATION
ONE BEACON ST 31ST FL	BOSTON	MA	02108	046013152	501(C)(3)	$8,550	$0	CAMP SHRIVER/BETH FEDERICO RUNNING MARATHON
URBAN COMMUNITY ALLIANCE
446 BLAKE ST	NEW HAVEN	CT	06515	061324343	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
WADSWORTH ATHENEUM MUSEUM OF ART
600 MAIN ST	HARTFORD	CT	06103	060653111	501(C)(3)	$10,000	$0	EQUITY INITIATIVES
WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP
83 PROSPECT STREET	WATERBURY	CT	06702	932614244	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR
WHEELER SCHOOL
THE WHEELER SCHOOL 216 HOPE STREET	PROVIDENCE	RI	02906	050259101	501(C)(3)	$9,000	$0	HAMILTON INSTITUTE FOR PUBLIC OUTREACH AND ADVOCACY: SUMMER INSTITUTE SUPPORT
WHOLESOME HEALTH PROMOTION
2355 WILSON CREEK CIRCLE	AURORA	IL	60503	814853619	501(C)(3)	$10,000	$0	OPERATING SUPPORT 2024
WOMEN AND INFANTS HOSPITAL FOUNDATION
101 DUDLEY ST	PROVIDENCE	RI	02905	050258937	501(C)(3)	$9,000	$0	LABOR AND DELIVERY CAMPAIGN
XAVIER UNIVERSITY OF LOUISIANA
1 DREXEL DRIVE	NEW ORLEANS	LA	70125	720635884	501(C)(3)	$24,000	$0	GIVE LOVE XAVIER
YOUTH IN ACTION INC
672 BROAD ST	PROVIDENCE	RI	02907	050495230	501(C)(3)	$100,000	$0	CAPACITY BUILDING ACCELERATOR

Field	Value	IRS element (for citing)
Total501c3 Org	162	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	AS PART OF THE GRANT AGREEMENT, THE GRANTEE IS REQUIRED TO SUBMIT A PROGRESS REPORT AND A FINAL REPORT TO THE FOUNDATION. DEPENDING ON THE SIZE AND COMPLEXITY OF THE GRANT, THE GRANTEE WOULD SUBMIT A NARRATIVE AND BUDGET SPENT TO DATE WITH THE PROGRESS AND FINAL REPORTS. THE REPORTS INCLUDE NARRATIVES TO REPORT QUESTIONS INCLUDING THE MEASURABLE PROGRESS OF THE ORIGINAL GOALS AND OBJECTIVES OF THE GRANT.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	Yes (1)	InitialContractExceptionInd
Rebuttable Presumption Proc	Yes (1)	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DR GISELE SHORTER
PRESIDENT & CEO	$513,272	$0	$0	$0	$531	$0	$156,205	$0	$16,314	$0	$686,322	$0	$0	$0
MICHAEL CAREY
VP OF FINANCE (UNTIL JUNE 2024)	$346,400	$0	$0	$0	$746	$0	$0	$0	$517	$0	$347,663	$0	$0	$0
JESSICA SPOHN
DIR. OF GRANTMAKING (UNTIL 1/19/24)	$47,635	$0	$0	$0	$221,396	$0	$7,659	$0	$2,408	$0	$279,098	$0	$0	$0
MARCOS POPOVICH
PROGRAM DIRECTOR, GRANTMAKING	$181,847	$0	$0	$0	$531	$0	$30,473	$0	$29,867	$0	$242,718	$0	$0	$0
PAUL MARSH
IT MANAGER	$169,985	$0	$0	$0	$1,522	$0	$24,079	$0	$11,423	$0	$207,009	$0	$0	$0
STEPHANIE CHENEY
SR MANAGER, GRANTS & PROGRAMS	$146,045	$0	$0	$0	$1,522	$0	$41,783	$0	$11,415	$0	$200,765	$0	$0	$0
ERIN BROUILLETTE
CHIEF FINANCIAL OFFICER	$135,245	$0	$0	$0	$0	$0	$14,614	$0	$14,340	$0	$164,199	$0	$0	$0
ALEXIS HAREWOOD
SENIOR PROGRAM OFFICER	$128,864	$0	$0	$0	$312	$0	$18,669	$0	$10,253	$0	$158,098	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINES 4A-B

THE EXECUTIVE COMMITTEE APPROVED SEVERANCE COMPENSATION FOR JESSICA SPOHN PURSUANT TO A WRITTEN AGREEMENT IN CONNECTION WITH SEPARATION OF EMPLOYMENT FROM THE FOUNDATION. DURING 2024, $221,021 WAS PAID IN CONNECTION WITH THIS ARRANGEMENT AND NO FURTHER PAYMENTS WILL BE MADE. THIS AMOUNT IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). THE BOARD OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" IN MAKING ITS DETERMINATION THAT TOTAL COMPENSATION WAS REASONABLE. 457(F) PLAN CONTRIBUTIONS: DR. GISELE SHORTER - $80,000

PART I, LINE 8

COMPENSATION OF DR. GISELE SHORTER WAS PAID PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION PER IRS REGS. SECTION 53.4958-4(A)(3). DR. SHORTER BEGAN EMPLOYMENT WITH THE ORGANIZATION IN 2023.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	REVIEW OF FORM 990 - MANAGEMENT OF THE FOUNDATION PLAYED AN ACTIVE AND KEY ROLE IN THE PREPARATION AND REVIEW OF FORM 990. MANAGEMENT FORWARDED THE 990 INFORMATION TO THE FOUNDATION'S TAX ADVISORY FIRM, WHICH PREPARED AND REVIEWED THE FILING FOR COMPLETENESS, ACCURACY, AND FINALIZATION BEFORE FILING. THE FORM 990 WAS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND WAS PROVIDED TO THE FULL BOARD BEFORE IT WAS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE FOUNDATION'S CONFLICT OF INTEREST POLICY REQUIRES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM FROM BOARD AND STAFF MEMBERS REGARDING OUTSIDE AFFILIATIONS AS A DIRECTOR, TRUSTEE OR OFFICER. THE POLICY REQUIRES DISCLOSURE OF ANY TRANSACTIONS, FINANCIAL ARRANGEMENT OR BUSINESS RELATIONSHIP EACH BOARD MEMBER, STAFF MEMBER AND OR FAMILY MEMBER MAY HAVE WITH THE FOUNDATION. UPON SUBMISSION OF THE CONFLICT DISCLOSURE FORM, A LISTING OF EACH BOARD AND STAFF MEMBER IS COMPILED ALONG WITH AFFILIATIONS. THE LIST IS MONITORED DURING THE YEAR FOR ANY UPDATES. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON TRANSACTIONS IN WHICH THE INDIVIDUAL OR A MEMBER OF HIS OR HER IMMEDIATE FAMILY OR AN AFFILIATED ENTITY OF ANY SUCH PERSON HAS A FINANCIAL INTEREST. STAFF MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM THE GRANT MAKING PROCESS IF ANY SUCH AFFILIATION EXISTS. ANY POTENTIAL CONFLICTS ARE DETERMINED BY THE BOARD WHICH WILL IMPOSE RESTRICTIONS UPON AFFECTED PARTIES ACCORDINGLY.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS CONSIDERS COMPARABILITY DATA, PROVIDED BY AN INDEPENDENT CONSULTANT, WHEN DETERMINING COMPENSATION FOR ALL STAFF MEMBERS AND THE BOARD OF DIRECTORS. DOCUMENTATION INCLUDING THE RELIED UPON COMPARABILITY DATA, DELIBERATION PROCESS, AND DECISIONS ARE INCLUDED IN BOARD MATERIALS AND ARE RECORDED IN COMMITTEE AND BOARD MINUTES. IN ALL CASES, COMPENSATION IS DETERMINED BY INDEPENDENT PERSONS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2024.
FORM 990, PART VI, SECTION C, LINE 19	MANAGEMENT WILL PROVIDE UPON REQUEST GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY TO THE PUBLIC. CURRENTLY THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS AND TAX RETURNS APPEAR ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST.