2016-05-12T19:21:50-05:00 2015-06-30 462108854 KENDALL PREBOLA AND JONES LLC PO BOX 259 BEDFORD PA 155220259 990PF 2014-07-01 131623924 CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING CARN 6505665100 51 VISTA LANE STANFORD CA 94305 DOUGLAS MIHOK TREASURER 6505665100 2016-05-12 1 RICHARD M JONES CPA P00621721 8146231880 2016-05-12 X 2014 2016-08-17 19:52:53Z X 118990126 X 8805177 1530 1530 1530 3176322 3176322 3176322 4764689 4764689 4764689 0 2509129 21137 2509129 19256847 7963678 5686981 1062032 0 0 1062032 5046033 0 0 5046033 1646186 0 0 1646186 53874 0 0 53874 73430 0 0 73430 3712353 252727 0 3459626 421496 0 0 421496 418148 0 0 327235 0 0 327235 1613934 0 0 1613934 20949 0 0 20949 659682 0 0 659682 15055352 252727 0 14384477 245440 245440 15300792 252727 0 14629917 3956055 7710951 5686981 1947896 777240 777240 555542 127848 127848 461594 781974 461594 461594 3180000 500000 3180000 3180000 383948 373014 373014 23630 23630 110106 202326 202326 196979 0 0 104490945 101906628 101906628 14859675 3370245 11754344 11489430 11489430 218437 448416 448416 120940171 118990126 118990126 1358607 1244471 279703 130140 1715801 1726214 3354111 3100825 X 49433321 50624263 56346105 53458404 11806634 11806634 117586060 115889301 120940171 118990126 117586060 3956055 217613 121759728 5870427 115889301 PUBLICLY TRADED SECURITIES P 2014-06-20 2015-06-30 2196405 2196405 2196405 CAPITAL GAINS DIVIDENDS P 2568284 2568284 2568284 4764689 0 X 1986-02-26 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.CARNEGIEFOUNDATION.ORG DOUGLAS MIHOK 6505665130 51 VISTA LANE STANFORD CA 94305 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 580140 93824 11028 PAUL LEMAHIEU 51 VISTA LANE STANFORD CA 94305 SR VICE PRESIDENT-PROGRAMS 40.00 241435 52547 0 DOUGLAS MIHOK 51 VISTA LANE STANFORD CA 94305 TREASURER AND CONTROLLER 40.00 128367 30847 0 KELLY PARMLEY 51 VISTA LANE STANFORD CA 94305 VICE-PRESIDENT ADMINISTRATION 40.00 112090 4456 0 THOMAS TOCH 51 VISTA LANE STANFORD CA 94305 SR. RESEARCH ASSOCIA 40.00 244747 50937 0 KARON KLIPPLE 51 VISTA LANE STANFORD CA 94305 EXECUTIVE DIRECTOR, 40.00 179253 27291 0 CHRIS THORN 51 VISTA LANE STANFORD CA 94305 SR. RESEARCH ASSOCIA 40.00 165032 36061 0 ALICIA GRUNOW 51 VISTA LANE STANFORD CA 94305 SENIOR PARTNER - CNI 40.00 167346 29591 0 CHARLENE MORAN 51 VISTA LANE STANFORD CA 94305 DIRECTOR OF HUMAN RE 40.00 151340 42036 0 39 BOSTON CONSULTING GROUP PO BOX 75200 CHICAGO IL 60675 CONSULTING 895000 CARVER AND COMPANY 43 COMMERCIAL WHARF 9 BOSTON MA 02110 CONSULTING 224000 REGENTS OF UNIVERSITY OF CA 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 90095 CONSULTING 199006 LOUIS GOMEZ 4750 VAN NUYS BLVD SHERMAN OAKS CA 91403 CONSULTING 165005 DUARTE INC 755 N MARY AVENUE SUNNYVALE CA 94085 CONSULTING 82000 11 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. 6678175 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. 1695713 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. 785270 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. 1199137 0 103297276 2500575 1135966 106933817 0 0 106933817 1604007 105329810 5266491 X 14629917 0 14629917 0 14629917 1986-02-26 X 5266491 3986113 3208421 3820381 16281406 4476517 3388196 2727158 3247324 13839195 14629917 13457696 12146554 12150498 52384665 0 0 0 0 0 14629917 13457696 12146554 12150498 52384665 0 0 3510994 3399816 3097555 2546921 12555286 0 0 0 0 X CARNEGIE PROJECT ON THE EDUCATION DOCTORATE 342 NORTH MAIN STREET SUITE 301 WEST HARTFORD CT 06117 NONE 501(C)(3) PASS-THROUGH GRANT FUNDING 145440 HARVARD UNIVERSITY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE 501(C)(3) PASS-THROUGH GRANT FUNDING 10000 INDIANA UNIVERSITY RESEARCH PO BOX 78000 DETROIT MI 48278 NONE 501(C)(3) PASS-THROUGH GRANT FUNDING 50000 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 20000 LAURIE GROBMAN 18 WILD FOREST DRIVE WERNERSVILLE PA 19565 NONE INDIVIDUAL U.S.PROFESSORS OF THE YEAR AWARD 5000 PATRICIA KELLEY 5933 DUTCHMAN CREEK ROAD SOUTHPOST NC 28461 NONE INDIVIDUAL U.S.PROFESSORS OF THE YEAR AWARD 5000 JOHN WADACH 7373 ZIEGLER DRIVE LIMA NY 14485 NONE INDIVIDUAL U.S.PROFESSORS OF THE YEAR AWARD 5000 SHERI SHEPPARD 16 PETER COUTTS CIRCLE STANFORD CA 94305 NONE INDIVIDUAL U.S.PROFESSORS OF THE YEAR AWARD 5000 245440 0 CONTRACTS 1306759 REGISTRATION FEES 926981 STUDENT MATERIALS ACCESS FEE 157729 14 1530 14 3176322 15 21137 18 4764689 PENSION FORFEITURE 96523 0 7963678 2487992 10451670 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 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND FLORA HEWLETT FOUNDATIO 2121 SAND HILL ROAD MENLO PARK CA 94025 1050000 X 2 BILL AND MELINDA GATES FOUNDATION PO BOX 23350 SEATTLE WA 98102 350000 X 3 THE KRESGE FOUNDATION 3215 W BIG BEAVER ROAD TROY MI 48084 1837500 X 4 SPENCER FOUNDATION 625 NORTH MICHIGAN AVENUE CHICAGO IL 60611 75000 X 5 CARNEGIE CORPORATION OF NEW YORK 437 MADISON AVENUE NEW YORK NY 10022 50000 X 6 RAIKES FOUNDATION 2157 N NORTHLAKE WAY SEATTLE WA 98103 2850369 X 7 GREAT LAKES HIGHER EDUCATION GUARAN 2401 INTERNATIONAL LANE PO BOX 7894 MADISON WI 53707 200000 X 8 NELLIE MAE EDUCATION FOUNDATION 1250 HANCOCK STREET SUITE 205N QUINCY MA 02169 12500 X 9 OVERDECK FAMILY FOUNDATION 100 AVENUE OF THE AMERICAS NEW YORK NY 10013 15000 X 10 WALTON FAMILY FOUNDATION PO BOX 2030 BENTONVILLE AR 72712 15000 X 11 DEVRY EDUCATION GROUP 3005 HIGHLAND PARKWAY DOWNERS GROVE IL 60515 5000 X 12 NORTHWEST EVALUATION ASSOCIATION 121 NW EVERETT STREET PORTLAND OR 97209 5000 X 13 CNA CORPORATION 3003 WASHINGTON BLVD ARLINGTON VA 22201 5000 X 14 TIAA-CREF 730 THIRD AVENUE NEW YORK NY 10017 5000 X 15 AMERICAN INSTITUTES FOR RESEARCH 1000 THOMAS JEFFERSON STREET NW WASHINGTON DC 20007 5000 X 16 WESTED 730 HARRISON STREET SAN FRANCISCO CA 94107 5000 X 17 AMPLIFY EDUCATION INC 55 WASHINGTON STREET BROOKLYN NY 11201 5000 X 18 EDUCATION DEVELOPMENT CENTER 43 FOUNDRY AVENUE WALTHAM MA 24053 5000 X 19 RTI INTERNATIONAL 2150 SHATTUCK AVENUE BERKELEY CA 94704 5000 X 20 NCS PEARSON PO BOX 3004 LIVONIA MI 48151 10000 X 21 NATIONAL EDUCATION ASSOCIATION FOUN 1201 16TH STREET NW WASHINGTON DC 20036 15000 X 22 AMERICAN FEDERATION OF TEACHERS 555 NEW JERSEY AVENUE NW WASHINGTON DC 20001 5000 X FINANCIAL AUDIT AND TAXES 73430 0 0 73430 BUILDING AND IMPROVEMENTS 2003-09-02 14006680 2930852 0.000000000000 0 0 0 COMPUTER EQUIPMENT 2006-11-17 852995 439393 0.000000000000 0 0 0 COMMON STOCK 0 0 DOMESTIC EQUITY MUTUAL FUNDS FMV 35905296 35905296 INTERNATIONAL EQUITY MUTUAL FUNDS FMV 21828739 21828739 LIMITED PARTNERSHIPS FMV 1262174 1262174 BOND MUTUAL FUNDS FMV 29929602 29929602 PUBLIC REAL ASSETS FMV 12980817 12980817 BUILDING AND IMPROVEMENTS 14006680 2930852 11075828 COMPUTER EQUIPMENT 852995 439393 413602 CONSULTING - LEGAL 53874 0 0 53874 DEPOSITS 21783 216412 216412 INVESTMENT IN RETIREMENT ANNUITY CONTRACTS 196654 232004 232004 UNREALIZED GAINS/LOSSES ON INVESTMENTS 5870427 TELEPHONE/COMMUNICATIONS 135585 0 0 135585 INSURANCE 78526 0 0 78526 EQUIPMENT MAINTENANCE 61134 0 0 61134 OFFICE SUPPLIES 274582 0 0 274582 BANK AND PAYROLL FEES 40642 0 0 40642 POSTAGE AND SHIPPING 5211 0 0 5211 TRAINING 20579 0 0 20579 MEMBERSHIP FEES 3060 0 0 3060 BENEFIT ADMINISTRATION FEES 11582 0 0 11582 EQUIPMENT LEASING AND RENTAL 2753 0 0 2753 MISCELLANEOUS 12311 0 0 12311 ADVERTISING 3257 0 0 3257 LICENSES, PERMITS AND FEES 1910 0 0 1910 BAD DEBT EXPENSE 8550 0 0 8550 ROYALTIES 21137 21137 21137 CONTRACTS 1306759 1306759 REGISTRATION FEES 926981 926981 STUDENT MATERIALS ACCESS FEE 157729 157729 PENSION FORFEITURE 96523 96523 PENSION-RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 217613 POST EMPLOYMENT BENEFIT OBLIGATION 1519147 1494210 RETIREMENT ANNUITY CONTRACTS 196654 232004 PROGRAM CONSULTANTS 3218622 0 0 3218622 STIPENDS & HONORARIA 64279 0 0 64279 CONSULTANTS - OPERATIONS 42725 0 0 42725 TEMPORARY HELP 134000 0 0 134000 BROKER INVESTMENT FEES 252727 252727 0 0 PAYROLL TAXES 419770 0 0 419770 PROPERTY TAXES 1726 0 0 1726