2025-11-14T14:53:03-06:00 2024-12-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-01-01 042755323 NELLIE MAE EDUCATION FOUNDATION INC NELL 7813484200 1250 HANCOCK STREET 701N QUINCY MA 02169 DR GISELE SHORTER PRESIDENT & CEO 7813484200 2025-11-14 1 1 CRAIG KLEIN P00734664 6178075000 2025-11-14 2024 2025-03-06 01:10:19Z DR GISELE SHORTER 1250 HANCOCK STREET 701N QUINCY MA 02169 246685691 0 X WWW.NMEFOUNDATION.ORG X 1998 MA PRIORITIZE GRANTS TO ENSURE ALL YOUTH HAVE ACCESS TO AN EXCELLENT AND EQUITABLE PUBLIC EDUCATION. 15 15 19 0 -496936 0 200000 0 0 0 21215739 40949471 0 0 21415739 40949471 14645178 21134532 0 0 4442734 2646687 0 0 0 4002413 6212886 23090325 29994105 -1674586 10955366 519417333 543039688 11587961 10508179 507829372 532531509 X 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. 0 0 25558135 21134532 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. 25558135 1 0 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 19 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ERIN BROUILLETTE 7813484200 1250 HANCOCK STREET 701N QUINCY MA 02169 PRUDENCE CARTER DIRECTOR 1.00 X 20000 0 0 PRABAL CHAKRABARTI DIRECTOR 2.00 X 24000 0 0 MISHONE DONELSON DIRECTOR 1.00 X 20000 0 0 BETTY FRANCISCO DIRECTOR 2.00 X 24000 0 0 ELIZABETH HILPMAN DIRECTOR 2.00 X 24000 0 0 DEBRA HUMPHREYS DIRECTOR 1.00 X 20000 0 0 JOHN JACKSON DIRECTOR 2.00 X 24000 0 0 DEBORAH JEWELL-SHERMAN DIRECTOR 2.00 X 24000 0 0 MAKEEBA MCCREARY DIRECTOR 1.00 X 20000 0 0 ELSA NUNEZ DIRECTOR 2.00 X 27000 0 0 COLLEEN QUINT DIRECTOR 1.00 X 24000 0 0 JOHN REMONDI DIRECTOR 2.00 X 27000 0 0 WARREN SIMMONS DIRECTOR 2.00 X 39000 0 0 DANIA VAZQUEZ DIRECTOR 2.00 X 24000 0 0 NICHOLAS WARREN DIRECTOR 1.00 X 10000 0 0 PAMELA WHITE CLERK 40.00 X 7851 0 261 DR GISELE SHORTER PRESIDENT & CEO 60.00 X 513803 0 172519 ERIN BROUILLETTE CHIEF FINANCIAL OFFICER 40.00 X 135245 0 28954 MICHAEL CAREY VP OF FINANCE (UNTIL JUNE 2024) 40.00 X 347146 0 517 JESSICA SPOHN DIR. OF GRANTMAKING (UNTIL 1/19/24) 40.00 X 269031 0 10067 MARCOS POPOVICH PROGRAM DIRECTOR, GRANTMAKING 40.00 X 182378 0 60340 PAUL MARSH IT MANAGER 40.00 X 171507 0 35502 STEPHANIE CHENEY SR MANAGER, GRANTS & PROGRAMS 40.00 X 147567 0 53198 ALEXIS HAREWOOD SENIOR PROGRAM OFFICER 40.00 X 129176 0 28922 2254704 0 390280 8 0 1 0 PRIME BUCHOLZ 99 HIGH STREET 22ND FLOOR BOSTON MA 02110 INVESTMENT MANAGEMENT 298427 TAMMY DOWLEY-BLACKMAN GROUP 1900 THAMES STREET BALTIMORE MD 21231 MANAGEMENT CONSULTING 283012 KINLAW CONSULTING INC 410 NW 16TH AVENUE BOYNTON BEACH FL 33435 CONSULTING 226034 AAFCPAS 50 WASHINGTON STREET WESTBOROUGH MA 01581 ACCOUNTING 194640 NONPROFIT HR SOLUTIONS 1441 L STREET NW 12TH FLOOR WASHINGTON DC 20005 EMPLOYMENT/STAFFING 124229 7 6098810 -496936 6595746 240586881 205736220 34850661 34850661 34850661 40949471 0 -496936 41446407 21134532 21134532 867242 363821 503421 1323837 846332 477505 190861 114538 76323 139642 83801 55841 125105 75077 50028 94505 94505 124447 124447 66000 66000 1325845 1325845 900003 893628 6375 127966 76794 51172 143465 86095 57370 318064 190874 127190 145200 87136 58064 198281 118991 79290 39856 23918 15938 COMMUNICATIONS SUPPORT 1459923 1459923 PROF. DVLPMT/MEMBERSHIP 1269331 2675 1266656 29994105 25558135 4435970 0 1173694 1648162 7355 39968 2746646 2554575 290102 192071 191576088 199561421 325695888 340588728 674206 1009338 519417333 543039688 1123958 849521 10085770 9190653 378233 468005 11587961 10508179 X 507829372 532531509 507829372 532531509 519417333 543039688 10955366 13746771 0 X 0 1 X 1 0 X X 201 SEE PART VI 000000000 7 0 21134532 0 201 21134532 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. 0 0 0 0 0 0 1 66000 0 0 66000 0 PART II-B, LINE 1: 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. 729150 720829 8321 1236021 1052271 183750 781475 781475 0 192071 DOMESTIC EQUITY 75235752 F FOREIGN EQUITY 38818832 F INVESTMENT FUND - DISTRESSED CREDIT 40526587 F INVESTMENT FUND - FIXED INCOME 13174108 F INVESTMENT FUND - LONG/SHORT EQUITY 23704949 F INVESTMENT FUND - MULTI-STRATEGY 46223740 F REAL ESTATE FUND 14374231 F PRIVATE COMMODITY 6401413 F NATURAL RESOURCES FUND OF FUNDS 151536 F PRIVATE EQUITY 45854900 F GLOBAL EQUITY 36122680 F 340588728 OPERATING LEASE OBLIGATION 468005 468005 X 53370397 13746771 13746771 39623626 1325845 1325845 40949471 28668260 0 28668260 1325845 1325845 29994105 PART X, LINE 2: 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. 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RHODE ISLAND SCHOOL FOR PROGRESSIVE EDUCATION 225 DYER ST PROVIDENCE RI 02903 820605219 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR RHODE ISLAND TUTORIAL AND EDUCATIONAL SERVICES 334 EAST AVENUE UNIT 3 PAWTUCKET RI 02860 261224086 501(C)(3) 16000 0 EQUITABLE ACCESS TO LITERACY INSTRUCTION/INTERVENTION ROCKEFELLER PHILANTHROPY ADVISORS INC 120 BROADWAY SUITE 3475 NEW YORK NY 10271 133615533 501(C)(3) 20000 0 THE PARTNERSHIP FOR THE FUTURE OF LEARNING ROCKEFELLER PHILANTHROPY ADVISORS INC 120 BROADWAY SUITE 3475 NEW YORK NY 10271 133615533 501(C)(3) 274500 0 PARTNERSHIP FOR LEARNING 2024-26 ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 183000 0 OUR SCHOOLS PVD COALITION 2024-26 ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 200000 0 IMPLEMENTING YLI 2024 ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 242680 0 NEYON 2024-25 ROGER WILLIAMS UNIVERSITY 1 EMPIRE STREET CYCLE - SUITE 513 PROVIDENCE RI 02903 050277222 501(C)(3) 500000 0 RI MOVEMENT BUILDING SALEM STATE UNIVERSITY FOUNDATION 352 LAFAYETTE STREET SALEM MA 01970 042620632 501(C)(3) 7000 0 SUMMER INTERNSHIPS SCHOOL BOARD PARTNERS 3423 MARIGNY STREET NEW ORLEANS LA 70122 832568080 501(C)(3) 250000 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) 20000 0 SKOWHEGAN SCHOLARSHIP PROGRAM STREET THEORY COLLECTIVE 201 PEARL ST 1 CAMBRIDGE MA 02139 921452077 501(C)(3) 10000 0 EDUCATIONAL PROGRAMMING TALENTED AND GIFTED (TAG) ASSOCIATION INC 21 ANSELM TERRACE BOSTON MA 02135 271793806 501(C)(3) 10000 0 TALENTED AND GIFTED TEACH WESTERN MASS INC 1000 STATE STREET SPRINGFIELD MA 01109 813839008 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR THE AMERICAN COLLEGE OF GREECE 101 ARCH STREET FLOOR 8 BOSTON MA 02110 042306054 501(C)(3) 10000 0 STUDENT STUDY ABROAD SUPPORT THE BOSTON FOUNDATION 75 ARLINGTON STREET 3RD FLOOR BOSTON MA 02116 042104021 501(C)(3) 183000 0 BOSTON OPPORTUNITY AGENDA 2024-26 THE BRIDGESPAN GROUP 88 KEARNY STREET SAN FRANCISCO CA 94108 311625487 501(C)(3) 275000 0 FIELD BUILDING FOR EQUITABLE SYSTEMS CHANGE THE BRIDGESPAN GROUP 88 KEARNY STREET SAN FRANCISCO CA 94108 311625487 501(C)(3) 455000 0 CONVENING CAPACITY BUILDING ACCELERATOR PARTICIPANTS THE BRIDGESPAN GROUP 88 KEARNY STREET SAN FRANCISCO CA 94108 311625487 501(C)(3) 2995000 0 CAPACITY BUILDING ACCELERATOR PROVIDER THE EDUCATION TRUST 1501 K STREET NW SUITE 200 WASHINGTON DC 20005 521982223 501(C)(3) 183000 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) 9000 0 GENERAL PROGRAM FUNDING THE LEADERSHIP ACADEMY 10-27 46TH AVENUE 1ST FLOOR LONG ISLAND CITY NY 11101 030503570 501(C)(3) 264618 0 SCALING EQUITABLE PRACTICE IN PORTLAND PUBLIC SCHOOLS THE LINKS FOUNDATION INCORPORATED THE COMMONWEALTH VA CHAPTER THE LINKS INC PO BOX 27183 RICHMOND VA 23261 521170830 501(C)(3) 10000 0 LINKS & ALPHA PHI ALPHA PARTNERSHIP THE TEACHERS' LOUNGE 208 POPLAR STREET BOSTON MA 02131 842578468 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR THE YOUNG PEOPLE'S PROJECT 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 640939004 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR THEBLACKMANCAN INC 20 EILEEN DR EAST WINDSOR CT 060889785 812480578 501(C)(3) 7500 0 NONPROFIT LEADERS TREE STREET YOUTH 144 HOWE STREET LEWISTON ME 04240 460942854 501(C)(3) 7500 0 YOUTH DEVELOPMENT AND AFTER SCHOOL TRUSTEES OF INDIANA UNIVERSITY DEPT 78867 PO BOX 78000 BLOOMINGTON IN 47401 356001673 501(C)(3) 75000 0 PHILANTHROPIC GIVING DASHBOARD TSNE 89 SOUTH ST BOSTON MA 02111 042261109 501(C)(3) 100000 0 OPERATING SUPPORT 2024-26 - STATE AND SCHOOL FINANCE PROJECT TSNE 89 SOUTH ST BOSTON MA 02111 042261109 501(C)(3) 100000 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) 183000 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) 50000 0 PT PARTNERS UNITED WE DREAM 2470 FAIRFIELD AVE WASHINGTON DC 20033 462216565 501(C)(3) 100000 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) 8550 0 CAMP SHRIVER/BETH FEDERICO RUNNING MARATHON URBAN COMMUNITY ALLIANCE 446 BLAKE ST NEW HAVEN CT 06515 061324343 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN ST HARTFORD CT 06103 060653111 501(C)(3) 10000 0 EQUITY INITIATIVES WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP 83 PROSPECT STREET WATERBURY CT 06702 932614244 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR WHEELER SCHOOL THE WHEELER SCHOOL 216 HOPE STREET PROVIDENCE RI 02906 050259101 501(C)(3) 9000 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) 10000 0 OPERATING SUPPORT 2024 WOMEN AND INFANTS HOSPITAL FOUNDATION 101 DUDLEY ST PROVIDENCE RI 02905 050258937 501(C)(3) 9000 0 LABOR AND DELIVERY CAMPAIGN XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE NEW ORLEANS LA 70125 720635884 501(C)(3) 24000 0 GIVE LOVE XAVIER YOUTH IN ACTION INC 672 BROAD ST PROVIDENCE RI 02907 050495230 501(C)(3) 100000 0 CAPACITY BUILDING ACCELERATOR 162 0 PART I, LINE 2: 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. X X X X X 1 1 0 0 0 0 0 0 1 1 DR GISELE SHORTER PRESIDENT & CEO 513272 0 0 0 531 0 156205 0 16314 0 686322 0 0 0 MICHAEL CAREY VP OF FINANCE (UNTIL JUNE 2024) 346400 0 0 0 746 0 0 0 517 0 347663 0 0 0 JESSICA SPOHN DIR. OF GRANTMAKING (UNTIL 1/19/24) 47635 0 0 0 221396 0 7659 0 2408 0 279098 0 0 0 MARCOS POPOVICH PROGRAM DIRECTOR, GRANTMAKING 181847 0 0 0 531 0 30473 0 29867 0 242718 0 0 0 PAUL MARSH IT MANAGER 169985 0 0 0 1522 0 24079 0 11423 0 207009 0 0 0 STEPHANIE CHENEY SR MANAGER, GRANTS & PROGRAMS 146045 0 0 0 1522 0 41783 0 11415 0 200765 0 0 0 ERIN BROUILLETTE CHIEF FINANCIAL OFFICER 135245 0 0 0 0 0 14614 0 14340 0 164199 0 0 0 ALEXIS HAREWOOD SENIOR PROGRAM OFFICER 128864 0 0 0 312 0 18669 0 10253 0 158098 0 0 0 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. 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.