CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARNEGIE FOUNDATION FOR ADVANCEMENT TEACHING W COAST OFFICE EDUCATION (EIN 13-1623924)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-12
- IRS object ID
- 201601339349103175
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T19:21:50-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462108854 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDALL PREBOLA AND JONES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 259 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 155220259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623924 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARNEGIE FOUNDATION FOR THE ADVANCEMENT | BusinessNameLine1Txt |
| Business Name Line2 | OF TEACHING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARN | BusinessNameControlTxt |
| Phone | 6505665100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS MIHOK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6505665100 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD M JONES CPA | PreparerPersonNm |
| PTIN | P00621721 | PTIN |
| Phone | 8146231880 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,990,126 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,805,177 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,530 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,530 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,176,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,176,322 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,176,322 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,764,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,764,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,764,689 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,509,129 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,137 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,509,129 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,256,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,963,678 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,686,981 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,062,032 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,062,032 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,046,033 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,046,033 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,646,186 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,646,186 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $53,874 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53,874 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $73,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,712,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $252,727 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,459,626 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $421,496 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $421,496 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $418,148 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $327,235 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $327,235 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,613,934 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,613,934 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,949 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20,949 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $659,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $659,682 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,055,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $252,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,384,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,300,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $252,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,629,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,956,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,710,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,686,981 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,947,896 | CashBOYAmt |
| Cash EOY | $777,240 | CashEOYAmt |
| Cash EOYFMV | $777,240 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $555,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,848 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $461,594 | AcctRcvblAmt |
| Acct Rcvbl BOY | $781,974 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $461,594 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $461,594 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $3,180,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $500,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $3,180,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $3,180,000 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $383,948 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $373,014 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $373,014 | GrantsReceivableEOYFMVAmt |
| Inventories EOY | $23,630 | InventoriesEOYAmt |
| Inventories EOYFMV | $23,630 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $110,106 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $202,326 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $202,326 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $196,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $104,490,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,906,628 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,906,628 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,859,675 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,370,245 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,754,344 | LandBOYAmt |
| Land EOY | $11,489,430 | LandEOYAmt |
| Land EOYFMV | $11,489,430 | LandEOYFMVAmt |
| Other Assets BOY | $218,437 | OtherAssetsBOYAmt |
| Other Assets EOY | $448,416 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $448,416 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,940,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,990,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,990,126 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,358,607 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,244,471 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $279,703 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $130,140 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,715,801 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,726,214 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,354,111 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,100,825 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $49,433,321 | UnrestrictedBOYAmt |
| Unrestricted EOY | $50,624,263 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $56,346,105 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $53,458,404 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $11,806,634 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $11,806,634 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,586,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,889,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,940,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,990,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,586,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,956,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $217,613 | OtherIncreasesAmt |
| Subtotal | $121,759,728 | SubtotalAmt |
| Other Decreases | $5,870,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,889,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2014-06-20 | 2015-06-30 | $2,196,405 | $2,196,405 | $2,196,405 |
| CAPITAL GAINS DIVIDENDS | P | $2,568,284 | $2,568,284 | $2,568,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,764,689 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1986-02-26 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARNEGIEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DOUGLAS MIHOK | IndividualWithBooksNm |
| Phone | 6505665130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 VISTA LANE | AddressLine1Txt |
| City | STANFORD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GAIL MELLOW | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| THOMAS PAYZANT | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROB REICH | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RICHARD RHODES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDRES ANTONIO ALONSO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAM GROSSMAN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LARRY BERGER | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PATRICIA GRAHAM | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ELAINE TUTTLE HANSEN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LILLIAN LOWERY | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BOB HUGHES | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PAUL ROMER | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TED QUINN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BEVERLY TATUM | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| HAYAGREEVA RAO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARCELO SUAREZ-OROZCO | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANTHONY BRYK | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | PRESIDENT | 40.00 | $580,140 | $93,824 | $11,028 |
| PAUL LEMAHIEU | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SR VICE PRESIDENT-PROGRAMS | 40.00 | $241,435 | $52,547 | $0 |
| DOUGLAS MIHOK | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | TREASURER AND CONTROLLER | 40.00 | $128,367 | $30,847 | $0 |
| KELLY PARMLEY | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | VICE-PRESIDENT ADMINISTRATION | 40.00 | $112,090 | $4,456 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS TOCH | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SR. RESEARCH ASSOCIA | 40.00 | $244,747 | $50,937 | $0 |
| KARON KLIPPLE | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | EXECUTIVE DIRECTOR, | 40.00 | $179,253 | $27,291 | $0 |
| CHRIS THORN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SR. RESEARCH ASSOCIA | 40.00 | $165,032 | $36,061 | $0 |
| ALICIA GRUNOW | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | SENIOR PARTNER - CNI | 40.00 | $167,346 | $29,591 | $0 |
| CHARLENE MORAN | ||||||||
| 51 VISTA LANE | STANFORD | CA | 94305 | DIRECTOR OF HUMAN RE | 40.00 | $151,340 | $42,036 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 39 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOSTON CONSULTING GROUP | |||||
| PO BOX 75200 | CHICAGO | IL | 60675 | CONSULTING | $895,000 |
| CARVER AND COMPANY | |||||
| 43 COMMERCIAL WHARF 9 | BOSTON | MA | 02110 | CONSULTING | $224,000 |
| REGENTS OF UNIVERSITY OF CA | |||||
| 1125 MURPHY HALL 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | CONSULTING | $199,006 |
| LOUIS GOMEZ | |||||
| 4750 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | CONSULTING | $165,005 |
| DUARTE INC | |||||
| 755 N MARY AVENUE | SUNNYVALE | CA | 94085 | CONSULTING | $82,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY COLLEGE PATHWAYS - CARNEGIE HAS ENGAGED A GROWING COMMUNITY AROUND THE DEVELOPMENT OF TWO MATHEMATICAL PATHWAYS THAT TARGET COMMUNITY COLLEGE STUDENTS WHO ARE AT GRAVE RISK OF FAILURE-STUDENTS WHO HAVE WEAK K-12 PREPARATION, FACE LANGUAGE AND SPECIAL EDUCATION CHALLENGES, OR FUNDAMENTALLY BELIEVE THAT THEY ARE DESTINED TO NOT DO WELL IN THE SUBJECT. BOTH OF THESE PATHWAYS - STATWAY AND QUANTWAY - SEEK TO REVERSE A PERNICIOUS AND DISHEARTENING CYCLE OF FAILURE FOR TOO MANY STUDENTS BY EMPLOYING MATERIALS AND TEACHING APPROACHES THAT FUNDAMENTALLY PUT THEM ON A PATHWAY OF SUCCESS, NOT JUST IN COLLEGE BUT IN THEIR LIVES AND CAREERS AS WELL. | Description1Txt |
| Expenses1 | $6,678,175 | Expenses1Amt |
| Description2 | EXTERNAL OFFERING AND PARTNERSHIPS - WE ARE COMMITTED TO DEVELOPING NETWORKS OF IDEAS, INDIVIDUALS, AND INSTITUTIONS TO ADVANCE TEACHING AND LEARNING. WE JOIN TOGETHER SCHOLARS, PRACTITIONERS, AND DESIGNERS IN NEW WAYS TO SOLVE PROBLEMS OF EDUCATIONAL PRACTICE. TOWARD THIS END, WE WORK TO INTEGRATE THE DISCIPLINE OF IMPROVEMENT SCIENCE INTO EDUCATION WITH THE GOAL OF BUILDING THE FIELD'S CAPACITY TO IMPROVE.FOUR STRATEGIES ORGANIZE OUR FIELD-BUILDING EFFORTS: 1.CATALYZE AND SUPPORT NETWORKED IMPROVEMENT COMMUNITIES (NICS) THAT DEMONSTRATE EFFICACY WITH RELIABILITY AT SCALE;2.DEVELOP OUR INTERNAL IMPROVEMENT CAPACITY;3.ACHIEVE LEGITIMACY BY BUILDING WILL AND INFLUENCING OTHERS; AND4.SERVE AS A LEADING RESOURCE FOR OTHERS. | Description2Txt |
| Expenses2 | $1,695,713 | Expenses2Amt |
| Description3 | ASSESSING TEACHING IMPROVING LEARNING- THE ASSESSING TEACHING - IMPROVING LEARNING (ATIL) PROGRAM AT THE CARNEGIE FOUNDATION SEEKS TO ENHANCE THE CAPACITY OF THOSE WORKING IN THE FIELD OF TEACHER ASSESSMENT AND EVALUATION BY HELPING THEM TO LEARN FROM EMERGING PRACTICES IN ORDER TO BUILD MORE EFFECTIVE INFORMATION SYSTEMS TO ADVANCE TEACHER QUALITY. | Description3Txt |
| Expenses3 | $785,270 | Expenses3Amt |
| Description4 | K12 - STUDENT AGENCY IMPROVEMENT COMMUNITY (SAIC) - THE STUDENT AGENCY IMPROVEMENT COMMUNITY (SAIC) IS A NETWORK OF NETWORKED IMPROVEMENT COMMUNITY DEDICATED TO EQUIPPING STUDENTS TO PERSIST IN THE FACE OF RIGOROUS LEARNING CHALLENGES. THIS IMPROVEMENT COMMUNITY BRINGS ACADEMIC RESEARCH ON THE PSYCHOSOCIAL FACTORS THAT AFFECT LEARNING TOGETHER WITH THE DISCIPLINE OF IMPROVEMENT SCIENCE TO DESIGN CLASSROOM EXPERIENCES THAT HAVE VALUE TO STUDENTS, PROMOTE ACADEMIC MINDSETS, AND BUILD A SENSE OF BELONGING, WHILE ALSO INSTILLING IN STUDENTS THE LEARNING STRATEGIES THEY NEED TO SUCCEED. THE ORGANIZATIONS IN SAIC INCLUDE HARRISONBURG CITY SCHOOLS (VA), HIGH TECH HIGH (CA), NEW YORK CITY DEPARTMENT OF EDUCATION, SCHOOLS THAT LEAD (DE), THE PRODUCTIVE PERSISTENCE NETWORK OF THE CARNEGIE COMMUNITY COLLEGE PATHWAYS PROGRAM, AND SUMMIT PUBLIC SCHOOLS (CA). CARNEGIE SERVES AS THE "CENTRAL HUB" FOR THIS IMPROVEMENT COMMUNITY BY PROVIDING A COMMON THEORETICAL FRAMEWORK AND COMMON MEASURES. | Description4Txt |
| Expenses4 | $1,199,137 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $103,297,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,500,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,135,966 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $106,933,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $106,933,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,604,007 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,329,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,266,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,629,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,629,917 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,629,917 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1986-02-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,266,491 | CurrentYearAmt |
| Year1 | $3,986,113 | Year1Amt |
| Year2 | $3,208,421 | Year2Amt |
| Year3 | $3,820,381 | Year3Amt |
| Total | $16,281,406 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,476,517 | CurrentYearAmt |
| Year1 | $3,388,196 | Year1Amt |
| Year2 | $2,727,158 | Year2Amt |
| Year3 | $3,247,324 | Year3Amt |
| Total | $13,839,195 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,629,917 | CurrentYearAmt |
| Year1 | $13,457,696 | Year1Amt |
| Year2 | $12,146,554 | Year2Amt |
| Year3 | $12,150,498 | Year3Amt |
| Total | $52,384,665 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,629,917 | CurrentYearAmt |
| Year1 | $13,457,696 | Year1Amt |
| Year2 | $12,146,554 | Year2Amt |
| Year3 | $12,150,498 | Year3Amt |
| Total | $52,384,665 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,510,994 | CurrentYearAmt |
| Year1 | $3,399,816 | Year1Amt |
| Year2 | $3,097,555 | Year2Amt |
| Year3 | $2,546,921 | Year3Amt |
| Total | $12,555,286 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE PROJECT ON THE EDUCATION DOCTORATE | |||||||
| 342 NORTH MAIN STREET SUITE 301 | WEST HARTFORD | CT | 06117 | NONE | 501(C)(3) | PASS-THROUGH GRANT FUNDING | $145,440 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | PASS-THROUGH GRANT FUNDING | $10,000 |
| INDIANA UNIVERSITY RESEARCH | |||||||
| PO BOX 78000 | DETROIT | MI | 48278 | NONE | 501(C)(3) | PASS-THROUGH GRANT FUNDING | $50,000 |
| COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION | |||||||
| 1307 NEW YORK AVENUE NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | U.S.PROFESSORS OF THE YEAR AWARD | $20,000 |
| LAURIE GROBMAN | |||||||
| 18 WILD FOREST DRIVE | WERNERSVILLE | PA | 19565 | NONE | INDIVIDUAL | U.S.PROFESSORS OF THE YEAR AWARD | $5,000 |
| PATRICIA KELLEY | |||||||
| 5933 DUTCHMAN CREEK ROAD | SOUTHPOST | NC | 28461 | NONE | INDIVIDUAL | U.S.PROFESSORS OF THE YEAR AWARD | $5,000 |
| JOHN WADACH | |||||||
| 7373 ZIEGLER DRIVE | LIMA | NY | 14485 | NONE | INDIVIDUAL | U.S.PROFESSORS OF THE YEAR AWARD | $5,000 |
| SHERI SHEPPARD | |||||||
| 16 PETER COUTTS CIRCLE | STANFORD | CA | 94305 | NONE | INDIVIDUAL | U.S.PROFESSORS OF THE YEAR AWARD | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,440 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONTRACTS | $1,306,759 |
| REGISTRATION FEES | $926,981 |
| STUDENT MATERIALS ACCESS FEE | $157,729 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,530 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,176,322 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $21,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,764,689 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION FORFEITURE | Desc |
| Related Or Exempt Function Incm | $96,523 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,963,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,487,992 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,451,670 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | CONTRACTS PROVIDE RESOURCES TO RESEARCH AND SUPPORT EDUCATION TRANSFORMATION |
| 1B | REGISTRATION FEES ARE RECIEVED TO CONVENE MEETINGS FOR EDUCATORS ACROSS AMERICA TO EXCHANGE IDEAS RELATED TO VARIOUS EDUCATION TOPICS |
| 1C | FEES TO ENABLE STUDENTS TO ACCESS LEARNING MATERIALS REMOTELY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (22 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM AND FLORA HEWLETT FOUNDATIO | ||||||
| 1 | 2121 SAND HILL ROAD | MENLO PARK | CA | 94025 | $1,050,000 | Yes (X) |
| BILL AND MELINDA GATES FOUNDATION | ||||||
| 2 | PO BOX 23350 | SEATTLE | WA | 98102 | $350,000 | Yes (X) |
| THE KRESGE FOUNDATION | ||||||
| 3 | 3215 W BIG BEAVER ROAD | TROY | MI | 48084 | $1,837,500 | Yes (X) |
| SPENCER FOUNDATION | ||||||
| 4 | 625 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60611 | $75,000 | Yes (X) |
| CARNEGIE CORPORATION OF NEW YORK | ||||||
| 5 | 437 MADISON AVENUE | NEW YORK | NY | 10022 | $50,000 | Yes (X) |
| RAIKES FOUNDATION | ||||||
| 6 | 2157 N NORTHLAKE WAY | SEATTLE | WA | 98103 | $2,850,369 | Yes (X) |
| GREAT LAKES HIGHER EDUCATION GUARAN | ||||||
| 7 | 2401 INTERNATIONAL LANE PO BOX 7894 | MADISON | WI | 53707 | $200,000 | Yes (X) |
| NELLIE MAE EDUCATION FOUNDATION | ||||||
| 8 | 1250 HANCOCK STREET SUITE 205N | QUINCY | MA | 02169 | $12,500 | Yes (X) |
| OVERDECK FAMILY FOUNDATION | ||||||
| 9 | 100 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | $15,000 | Yes (X) |
| WALTON FAMILY FOUNDATION | ||||||
| 10 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $15,000 | Yes (X) |
| DEVRY EDUCATION GROUP | ||||||
| 11 | 3005 HIGHLAND PARKWAY | DOWNERS GROVE | IL | 60515 | $5,000 | Yes (X) |
| NORTHWEST EVALUATION ASSOCIATION | ||||||
| 12 | 121 NW EVERETT STREET | PORTLAND | OR | 97209 | $5,000 | Yes (X) |
| CNA CORPORATION | ||||||
| 13 | 3003 WASHINGTON BLVD | ARLINGTON | VA | 22201 | $5,000 | Yes (X) |
| TIAA-CREF | ||||||
| 14 | 730 THIRD AVENUE | NEW YORK | NY | 10017 | $5,000 | Yes (X) |
| AMERICAN INSTITUTES FOR RESEARCH | ||||||
| 15 | 1000 THOMAS JEFFERSON STREET NW | WASHINGTON | DC | 20007 | $5,000 | Yes (X) |
| WESTED | ||||||
| 16 | 730 HARRISON STREET | SAN FRANCISCO | CA | 94107 | $5,000 | Yes (X) |
| AMPLIFY EDUCATION INC | ||||||
| 17 | 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | $5,000 | Yes (X) |
| EDUCATION DEVELOPMENT CENTER | ||||||
| 18 | 43 FOUNDRY AVENUE | WALTHAM | MA | 24053 | $5,000 | Yes (X) |
| RTI INTERNATIONAL | ||||||
| 19 | 2150 SHATTUCK AVENUE | BERKELEY | CA | 94704 | $5,000 | Yes (X) |
| NCS PEARSON | ||||||
| 20 | PO BOX 3004 | LIVONIA | MI | 48151 | $10,000 | Yes (X) |
| NATIONAL EDUCATION ASSOCIATION FOUN | ||||||
| 21 | 1201 16TH STREET NW | WASHINGTON | DC | 20036 | $15,000 | Yes (X) |
| AMERICAN FEDERATION OF TEACHERS | ||||||
| 22 | 555 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL AUDIT AND TAXES | CategoryTxt |
| Amt | $73,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $73,430 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING AND IMPROVEMENTS | 2003-09-02 | $14,006,680 | $2,930,852 | 0.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2006-11-17 | $852,995 | $439,393 | 0.000000000000 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $35,905,296 | $35,905,296 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | FMV | $21,828,739 | $21,828,739 |
| LIMITED PARTNERSHIPS | FMV | $1,262,174 | $1,262,174 |
| BOND MUTUAL FUNDS | FMV | $29,929,602 | $29,929,602 |
| PUBLIC REAL ASSETS | FMV | $12,980,817 | $12,980,817 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING AND IMPROVEMENTS | $14,006,680 | $2,930,852 | $11,075,828 |
| COMPUTER EQUIPMENT | $852,995 | $439,393 | $413,602 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING - LEGAL | CategoryTxt |
| Legal Fees | $53,874 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $53,874 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $21,783 | $216,412 | $216,412 |
| INVESTMENT IN RETIREMENT ANNUITY CONTRACTS | $196,654 | $232,004 | $232,004 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $5,870,427 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TELEPHONE/COMMUNICATIONS | $135,585 | $0 | $0 | $135,585 |
| INSURANCE | $78,526 | $0 | $0 | $78,526 |
| EQUIPMENT MAINTENANCE | $61,134 | $0 | $0 | $61,134 |
| OFFICE SUPPLIES | $274,582 | $0 | $0 | $274,582 |
| BANK AND PAYROLL FEES | $40,642 | $0 | $0 | $40,642 |
| POSTAGE AND SHIPPING | $5,211 | $0 | $0 | $5,211 |
| TRAINING | $20,579 | $0 | $0 | $20,579 |
| MEMBERSHIP FEES | $3,060 | $0 | $0 | $3,060 |
| BENEFIT ADMINISTRATION FEES | $11,582 | $0 | $0 | $11,582 |
| EQUIPMENT LEASING AND RENTAL | $2,753 | $0 | $0 | $2,753 |
| MISCELLANEOUS | $12,311 | $0 | $0 | $12,311 |
| ADVERTISING | $3,257 | $0 | $0 | $3,257 |
| LICENSES, PERMITS AND FEES | $1,910 | $0 | $0 | $1,910 |
| BAD DEBT EXPENSE | $8,550 | $0 | $0 | $8,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $21,137 | $21,137 | $21,137 |
| CONTRACTS | $1,306,759 | $1,306,759 | |
| REGISTRATION FEES | $926,981 | $926,981 | |
| STUDENT MATERIALS ACCESS FEE | $157,729 | $157,729 | |
| PENSION FORFEITURE | $96,523 | $96,523 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST | Desc |
| Amt | $217,613 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| POST EMPLOYMENT BENEFIT OBLIGATION | $1,519,147 | $1,494,210 |
| RETIREMENT ANNUITY CONTRACTS | $196,654 | $232,004 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM CONSULTANTS | $3,218,622 | $0 | $0 | $3,218,622 |
| STIPENDS & HONORARIA | $64,279 | $0 | $0 | $64,279 |
| CONSULTANTS - OPERATIONS | $42,725 | $0 | $0 | $42,725 |
| TEMPORARY HELP | $134,000 | $0 | $0 | $134,000 |
| BROKER INVESTMENT FEES | $252,727 | $252,727 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $419,770 | $0 | $0 | $419,770 |
| PROPERTY TAXES | $1,726 | $0 | $0 | $1,726 |
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