THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201641329349302579
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T12:51:32-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043457065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOTT FDTN FOR PUBLIC EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6178767700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 8TH FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H JACKSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6178767700 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2016-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN H JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 8TH FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,109,915 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $20,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,275,477 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,707,372 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $450,667 | PYInvestmentIncomeAmt |
| CY Investment Income | $382,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,000 | PYOtherRevenueAmt |
| CY Other Revenue | $20,000 | CYOtherRevenueAmt |
| PY Total Revenue | $3,746,144 | PYTotalRevenueAmt |
| CY Total Revenue | $5,109,915 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,533,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,190,890 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,469,021 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,504,465 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $56,478 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $881,380 | PYOtherExpensesAmt |
| CY Other Expenses | $799,998 | CYOtherExpensesAmt |
| PY Total Expenses | $3,883,941 | PYTotalExpensesAmt |
| CY Total Expenses | $4,495,353 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$137,797 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $614,562 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,892,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,862,341 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $762,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,400,719 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,130,031 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,461,622 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,381,439 | ExpenseAmt |
| Grant | $2,190,890 | GrantAmt |
| Desc | OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. THE SCHOTT FOUNDATION WILL USE ITS ADVOCACY MANAGEMENT FIRM PHILANTHROPIC MODEL TO MANAGE A GRANT MAKING STRATEGY TO BUILD THE PUBLIC WILL TO INCREASE THE NUMBER OF STATES THAT ADOPT AN "OPPORTUNITY TO LEARN" REFORM FRAMEWORK AND CREATE A FEDERAL RIGHT TO AN OPPORTUNITY TO LEARN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $117,311 | ExpenseAmt |
| Desc | EDUCATION VOTERS OF PENNSYLVANIA - OTHER FUNDING TO ADVOCATE FOR EQUITABLE RESOURCES FOR PRE K-12 SCHOOLS TO PROVIDE EXCELLENT EDUCATION FOR ALL CHILDREN WITH AN EMPHASIS ON POOR CHILDREN AND CHILDREN OF COLOR, VIA IMPROVED PUBLIC POLICY, LEADERSHIP AND INCREASED PUBLIC WILL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,498,750 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HEIDI BROOKS | PersonNm |
| Phone | 6178767700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 MASSACHUSETTS AVENUE 8TH FLOOR | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GREG JOBIN-LEEDS | ||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BAISHALI RINKU SEN | ||||||||
| CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHELLE COFFEY | ||||||||
| CLERK | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARIA JOBIN-LEEDS | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAISIE CHIN | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW GILLUM | ||||||||
| BOARD DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKIE JENKINS-SCOTT | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LILO LEEDS | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALVIN LOUIS STARKS | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTONIA DARDER | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERARD LEEDS | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH LABELLE | ||||||||
| BOARD DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H JACKSON | ||||||||
| PRESIDENT & CEO | 40.00 | 1.00 | Yes (X) | $365,732 | $0 | $45,726 | ||
| CASSIE SCHWERNER | ||||||||
| SENIOR VP OF PROGRAMS | 40.00 | 0.00 | $174,486 | $0 | $42,984 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $540,218 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,710 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,707,372 | AllOtherContributionsAmt |
| Total Contributions | $4,707,372 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,311 | TotalRevenueColumnAmt |
| Exclusion | $182,311 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,232 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $200,232 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $200,232 | TotalRevenueColumnAmt |
| Exclusion | $200,232 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE-RELATED | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $20,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,000 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $20,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,109,915 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $20,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $382,543 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190,890 | TotalAmt |
| Program Services | $2,190,890 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,319 | TotalAmt |
| Program Services | $467,173 | ProgramServicesAmt |
| Management And General | $305,933 | ManagementAndGeneralAmt |
| Fundraising | $13,213 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,602 | TotalAmt |
| Program Services | $257,734 | ProgramServicesAmt |
| Management And General | $200,277 | ManagementAndGeneralAmt |
| Fundraising | $591 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,196 | TotalAmt |
| Program Services | $45,155 | ProgramServicesAmt |
| Management And General | $29,153 | ManagementAndGeneralAmt |
| Fundraising | $888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,667 | TotalAmt |
| Program Services | $38,289 | ProgramServicesAmt |
| Management And General | $69,026 | ManagementAndGeneralAmt |
| Fundraising | $352 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,681 | TotalAmt |
| Program Services | $42,865 | ProgramServicesAmt |
| Management And General | $33,154 | ManagementAndGeneralAmt |
| Fundraising | $662 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,950 | TotalAmt |
| Program Services | $75 | ProgramServicesAmt |
| Management And General | $9,875 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,654 | TotalAmt |
| Program Services | $202 | ProgramServicesAmt |
| Management And General | $5,415 | ManagementAndGeneralAmt |
| Fundraising | $37 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,930 | TotalAmt |
| Management And General | $66,930 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,707 | TotalAmt |
| Management And General | $38,707 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,167 | TotalAmt |
| Program Services | $202,978 | ProgramServicesAmt |
| Management And General | $7,181 | ManagementAndGeneralAmt |
| Fundraising | $28,008 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552 | TotalAmt |
| Program Services | $552 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,887 | TotalAmt |
| Program Services | $10,770 | ProgramServicesAmt |
| Management And General | $20,504 | ManagementAndGeneralAmt |
| Fundraising | $1,613 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,265 | TotalAmt |
| Program Services | $93,967 | ProgramServicesAmt |
| Management And General | $29,144 | ManagementAndGeneralAmt |
| Fundraising | $4,154 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,458 | TotalAmt |
| Program Services | $13,070 | ProgramServicesAmt |
| Management And General | $287 | ManagementAndGeneralAmt |
| Fundraising | $101 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,118 | TotalAmt |
| Program Services | $5,334 | ProgramServicesAmt |
| Management And General | $5,756 | ManagementAndGeneralAmt |
| Fundraising | $28 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,448 | TotalAmt |
| Program Services | $369 | ProgramServicesAmt |
| Management And General | $11,079 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RENT & UTILITIES | $172,674 | $87,193 | $85,070 | $411 |
| TELEPHONE | $30,454 | $20,820 | $9,539 | $95 |
| PRINTING & PUBLICATIONS | $13,837 | $13,457 | $380 | |
| SOFTWARE FEE/MAINTENANC | $10,022 | $192 | $3,526 | $6,304 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,875 | TotalAmt |
| Program Services | $7,665 | ProgramServicesAmt |
| Management And General | $9,189 | ManagementAndGeneralAmt |
| Fundraising | $21 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,495,353 | TotalAmt |
| Program Services | $3,498,750 | ProgramServicesAmt |
| Management And General | $940,125 | ManagementAndGeneralAmt |
| Fundraising | $56,478 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,741 | BOYAmt |
| EOY | $339,764 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,898 | BOYAmt |
| EOY | $2,273,150 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,382 | BOYAmt |
| EOY | $177,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,870 | BOYAmt |
| EOY | $27,312 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,836 | BOYAmt |
| EOY | $25,329 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $138,872 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,727 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,357 | BOYAmt |
| EOY | $50,145 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,859,481 | BOYAmt |
| EOY | $6,937,057 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,880 | BOYAmt |
| EOY | $32,334 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,892,445 | BOYAmt |
| EOY | $9,862,341 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,164 | BOYAmt |
| EOY | $202,719 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,250 | BOYAmt |
| EOY | $1,198,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,414 | BOYAmt |
| EOY | $1,400,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,207 | BOYAmt |
| EOY | $1,618,739 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,688,824 | BOYAmt |
| EOY | $6,842,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,130,031 | BOYAmt |
| EOY | $8,461,622 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,892,445 | BOYAmt |
| EOY | $9,862,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $614,562 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$282,971 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,558,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,794,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,909,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,275,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,706,021 | CurrentTaxYearAmt |
| Total | $26,244,830 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,558,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,794,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,909,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,275,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,706,021 | CurrentTaxYearAmt |
| Total | $26,244,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,842,158 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,402,672 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $120,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,311 | CurrentTaxYearAmt |
| Total | $620,018 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,000 | CurrentTaxYearAmt |
| Total | $130,000 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $1,351 | CurrentTaxYearAmt |
| Total | $92,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,087,722 | TotalSupportAmt |
| Public Support CY170 | 0.23640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25240 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE SCHOTT FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TESTTHE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (THE "FOUNDATION") QUALIFIES AS A "PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE BECAUSE IT SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST SET FORTH IN TREAS. REG. 1.170A-9(F)(3). THE FOUNDATION NORMALLY RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF SOLICITATION OF PUBLIC SUPPORT. MOREOVER, THE FOUNDATION MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATIONS AS BEING INDICATIVE OF PUBLIC SUPPORT:1.PERCENTAGE OF FINANCIAL SUPPORT. TREAS. REG. 1.170A-9(F)(3)(III).DURING THE FIVE-YEAR PERIOD ENDING ON JUNE 30, 2015, THE PORTION OF THE FOUNDATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 23.64%, WELL IN EXCESS OF THE 10% THRESHOLD.2.SOURCES OF SUPPORT. TREAS. REG. 1.170A-9(F)(3)(IV).DURING THE PAST FIVE TAX YEARS, THE FOUNDATION HAS RECEIVED CONTRIBUTIONS FROM A RANGE OF DONORS, INCLUDING PRIVATE INDIVIDUALS AND FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS AND PUBLIC CHARITIES.3.REPRESENTATIVE GOVERNING BODY. TREAS. REG. 1.170A-9(F)(3)(V). THE FOUNDATION'S NINE-MEMBER BOARD OF DIRECTORS CLEARLY REPRESENTS BROAD PUBLIC INTERESTS. A MAJORITY OF THE DIRECTORS MEET THIS REQUIREMENT BECAUSE THEY ARE PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AS SUCH, PERSONS HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE EDUCATION FIELD IN WHICH THE FOUNDATION OPERATES, AND OTHERS WHO REPRESENT A BROAD CROSS-SECTION OF THE COMMUNITY. SEE TREAS. REG. 1.170A-9(F)(3)(V). THE FOLLOWING ARE BRIEF BIOGRAPHIES OF THE FOUNDATION'S DIRECTORS.GREG JOBIN-LEEDS: GREG JOBIN-LEEDS IS CO-FOUNDER AND CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. IN 1993, UNDER MR. JOBIN-LEEDS' LEADERSHIP, SCHOTT BEGAN FUNDING THE CAMPAIGN FOR FISCAL EQUITY (CFE) AND LATER HELPED FOUND THE ALLIANCE FOR QUALITY EDUCATION (AQE). SCHOTT RECRUITED THE LEADERSHIP AND PROVIDED THE START-UP FUNDING FOR THE EARLY EDUCATION FOR ALL (EEA) CAMPAIGN IN MASSACHUSETTS, AND REGULARLY PUBLISHES STATE REPORT CARDS ON "PUBLIC EDUCATION AND BLACK MALE STUDENTS." IN PARTNERSHIP WITH TEACHER'S COLLEGE AND COLUMBIA UNIVERSITY, MR. JOBIN-LEEDS HELPED LAUNCH THE NATIONAL ACADEMY FOR EXCELLENT TEACHING TO IMPROVE TEACHING IN URBAN SCHOOLS. MR. JOBIN-LEEDS IS THE FOUNDING CHAIR OF PROGRESSIVE MAJORITY'S LEADERSHIP CIRCLE, WHICH IS HIGHLY SUCCESSFUL AT ELECTING BOLD STATE CANDIDATES COMMITTED TO RACIAL AND ECONOMIC JUSTICE, PUBLIC EDUCATION AND HEALTH CARE. HE IS A FOUNDING EXECUTIVE BOARD MEMBER OF CONGRESSWOMAN BARBARA LEE'S ONE VOICE PAC, WHICH IS SUCCESSFUL IN ELECTING PROGRESSIVE FEDERAL CANDIDATES WHO HAVE STRONG PLATFORMS ON PUBLIC EDUCATION, RACIAL AND ECONOMIC JUSTICE. EARLY IN HIS CAREER, HE WORKED AS A HIGH SCHOOL ENGLISH TEACHER, THEN HE TRAINED ADULT LITERACY TEACHERS AND MORE RECENTLY HE HAS WORKED TO INCREASE POLITICAL ACCESS FOR DISENFRANCHISED POPULATIONS. MR. JOBIN-LEEDS HAS A MASTER'S DEGREE FROM TEACHER'S COLLEGE, COLUMBIA UNIVERSITY, AND MORE THAN TWENTY-FIVE YEARS OF EDUCATION, PUBLIC POLICY, MEDIA, COMMUNITY ORGANIZING AND LEADERSHIP EXPERIENCE.LILO J. LEEDS: LILO LEEDS CREATED THE FIRST ON-SITE DAY CARE AND INFANT CARE CENTER ON LONG ISLAND AT CMP MEDIA INC. SHE ALSO STARTED AN AFTER SCHOOL ON-SITE CENTER AND A SUMMER DAY CAMP FOR CMP MEDIA INC. EMPLOYEE'S SCHOOL AGED CHILDREN. LILO LEEDS IS CO-FOUNDER AND CO-CHAIRPERSON OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, A NON-PROFIT ORGANIZATION COMMITTED TO ECONOMIC AND SOCIAL CHANGE IN DISADVANTAGED COMMUNITIES THROUGH EDUCATION AND YOUTH PROGRAMS. SHE AND HER HUSBAND GERARD, CREATED THE MANHASSET-BASED INSTITUTE IN 1990. CORPORATE ENTREPRENEURS, GERARD AND LILO LEEDS, CO-FOUNDED CMP MEDIA INC., A LEADING PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES AND INFORMATION SERVICES SPECIALIZING IN HIGH TECHNOLOGY. LILO LEEDS IS ONE OF THE FOUNDERS AND DIRECTORS OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AN ORGANIZATION DEVOTED TO DEVELOPING AND STRENGTHENING THE MOVEMENT FOR EQUITY IN EDUCATION AND CHILDCARE. LILO LEEDS IS A MEMBER OF THE CHILD CARE COUNCIL OF NASSAU COUNTY, THE GREAT NECK/MANHASSET COMMUNITY CHILD CARE PARTNERSHIP, AND SERVES ON THE ADVISORY BOARD OF THE ARNOLD AND JOAN SALTZMAN/HOFSTRA CHILD CARE CENTER. LILO LEEDS WAS AN ASSOCIATE TRUSTEE OF NORTH SHORE UNIVERSITY HOSPITAL AND IS ON THE BOARD OF THE NORTH SHORE CHILD & FAMILY GUIDANCE. LILO LEEDS SERVES AS AN HONOREE OF WOMEN ON THE JOB, WAS NAMED "WOMAN OF THE YEAR" BY THE LONG ISLAND ASSOCIATION, WAS AN HONOREE OF THE NATIONAL ORGANIZATION OF WOMEN AND RECEIVED THE BARBARA KRAMER MEMORIAL AWARD FROM THE PORT WASHINGTON CHILDREN'S CENTER. MR. AND MRS. LEEDS WERE RECOGNIZED AS HONORARY CITIZENS OF ROOSEVELT FOR THEIR WORK WITH THE STAR PROGRAM FOR THE ROOSEVELT HIGH SCHOOL, AND FOR THE "WRITING TO READ" PROGRAM FOR KINDERGARTEN AND FIRST GRADE, IN WESTBURY. MRS. LEEDS IS A REFUGEE FROM HITLER GERMANY AND CAME TO THE US IN 1939. SHE HOLDS A B.S. IN MATHEMATICS FROM QUEENS COLLEGE AND AN M.A. FROM SUNY AT STONY BROOK. SHE RECEIVED AN HONORARY DOCTORATE FROM BOTH INSTITUTIONS. MRS. LEEDS IS A LONG-TIME RESIDENT OF LONG ISLAND AND HAS FIVE GROWN CHILDREN.BAISHALI RINKU SEN: BAISHALI RINKU SEN IS CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. A LEADING FIGURE IN THE RACIAL JUSTICE MOVEMENT, BAISHALI HAS POSITIONED THE RACE FORWARD FORMERLY KNOWN AS APPLIED RESEARCH CENTER (ARC) AS THE HOME FOR MEDIA AND ACTIVISM ON RACIAL JUSTICE. SHE HAS EXTENSIVE EXPERTISE IN RACE, FEMINISM, IMMIGRATION AND ECONOMIC JUSTICE. OVER THE COURSE OF HER CAREER, BAISHALI HAS WOVEN TOGETHER JOURNALISM AND ORGANIZING TO FURTHER SOCIAL CHANGE. SHE ALSO HAS SIGNIFICANT EXPERIENCE IN PHILANTHROPY, AS VICE CHAIR OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AND AS AN ADVISORY COMMITTEE MEMBER OF THE PHILANTHROPIC INITIATIVE FOR RACIAL EQUITY. PREVIOUSLY, SHE WAS THE CO-DIRECTOR OF THE CENTER FOR THIRD WORLD ORGANIZING. BAISHALI HAS WRITTEN EXTENSIVELY ABOUT IMMIGRATION, COMMUNITY ORGANIZING AND WOMEN'S LIVES FOR A WIDE VARIETY OF PUBLICATIONS INCLUDING THE HUFFINGTON POST, JACK AND JILL POLITICS, THE SAN FRANCISCO CHRONICLE, FORBES.COM, ALTERNET, TOMPAINE.COM, AND RACEWIRE. HER BOOK, STIR IT UP: LESSONS IN COMMUNITY ORGANIZING (JOSSEY-BASS) WAS COMMISSIONED BY THE MS. FOUNDATION FOR WOMEN AND RELEASED IN THE FALL OF 2003. HER LATEST BOOK, THE ACCIDENTAL AMERICAN: IMMIGRATION AND CITIZENSHIP IN THE AGE OF GLOBALIZATION (BERRETT-KOEHLER) WON THE NAUTILUS BOOK AWARD SILVER MEDAL. PREVIOUSLY, BAISHALI SERVED AS THE COMMUNICATIONS DIRECTOR AND THE DIRECTOR OF THE TRANSNATIONAL RACIAL JUSTICE INITIATIVE AT ARC. BAISHALI STARTED HER ORGANIZING CAREER AS A STUDENT ACTIVIST AT BROWN UNIVERSITY, FIGHTING RACE, GENDER AND CLASS DISCRIMINATION ON CAMPUSES. SHE RECEIVED A B.A. IN WOMEN'S STUDIES FROM BROWN UNIVERSITY IN 1988 AND AN M.S. IN JOURNALISM AT COLUMBIA UNIVERSITY IN 2005. HER AWARDS AND HONORS INCLUDE THE 2009 NORTHSTAR FUND NEWS PRIZE, THE 2008 PROGRESSIVE LEADERSHIP AWARD FROM CITIZEN ACTION OF NEW YORK, AND BEING NAMED BY UTNE READER ONE OF THE FIFTY ACTIVISTS, ARTISTS, SCIENTISTS, AND NON-CONFORMISTS WHO MADE THEIR LIST OF VISIONARIES WORKING IN SOCIAL JUSTICE AND COMMUNITY ORGANIZATION, TRANSFORMING TECHNOLOGY AND THE WORLD IN 2008.MICHELLE COFFEY: AS EXECUTIVE DIRECTOR, MICHELLE COFFEY DESIGNS, IMPLEMENTS AND FURTHERS THE STRATEGIC AGENDA, LEADERSHIP AND VISION OF LAMBENT FOUNDATION. THROUGH INNOVATIVE GRANT MAKING, LAMBENT FOUNDATION SUPPORTS THE INTERSECTIONS OF ARTS AND CULTURE AS CRITICAL STRATEGIES FOR SOCIAL CHANGE. PRIOR TO THE CREATION OF LAMBENT FOUNDATION IN JANUARY 2009, MS. COFFEY WAS DIRECTOR OF STARRY NIGHT FUND AND SENIOR PHILANTHROPIC ADVISOR AT TIDES FOUNDATION. WITH A GLOBAL LENS, HER AREAS OF FOCUS INCLUDED HUMAN RIGHTS, WOMEN/GIRLS, CRIMINAL JUSTICE REFORM, ARTS AND CULTURE AND HIV/AIDS. MICHELLE COFFEY JOINED TIDES AS A PROGRAM OFFICER IN THE NEW YORK OFFICE IN 2001. PRIOR TO JOINING TIDES, SHE WORKED ON NATIONAL CULTURAL POLICY ISSUES AND SERVED AS A PROGRAM OFFICER FOR THE NEW YORK FOUNDATION FOR THE ARTS. IN ADDITION, SHE SERVES ON THE BOARDS OF THE CULTURE PROJECT, THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION AND THE BROWNSVILLE MULTI-SERVICE FAMILY HEALTH CARE CENTER IN EAST NEW YORK. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST ( | ANDREW GILLUM: CITY COMMISSIONER ANDREW D. GILLUM, AN ALUMNUS OF FLORIDA A&M UNIVERSITY (FAMU), FORMER PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION, AND FAMU'S FIRST STUDENT MEMBER OF THE BOARD OF TRUSTEES BECAME THE YOUNGEST PERSON EVER ELECTED TO THE FOUR-MEMBER TALLAHASSEE CITY COMMISSION IN FEBRUARY 2003. WHEN ELECTED AT THE AGE OF 23, HE WAS A STUDENT MAJORING IN POLITICAL SCIENCE. PASSION FOR PUBLIC SERVICE, AND THE ABILITY TO MOTIVATE AND MOBILIZE PEOPLE TO ACTION GARNERED HIS RE-ELECTION IN AUGUST 2004 TO A FOUR YEAR TERM ON THE COMMISSION. COMMISSIONER GILLUM HAS HELD PROMINENT LEADERSHIP ROLES SUCH AS MAYOR PRO TEM, CHAIRMANCAPITAL REGION TRANSPORTATION PLANNING AGENCY AND LEAD COMMISSIONER FOR THE LONG RANGE COMMUNITY BASED TARGET ISSUE COMMITTEE. IN KEEPING WITH HIS MANTRA TO UPLIFT AND BUILD THE COLLECTIVE COMMUNITY, ANDREW HAS CHAMPIONED SEVERAL COMMUNITY INITIATIVES INCLUDING THE NIMS MIDDLE SCHOOL DIGITAL HARMONY PILOT PROGRAM, THE LANDLORD TENANT MEDIATION PROGRAM; THE CODE ENFORCEMENT AMNESTY PROGRAM; AND THE CREATION OF THE SILVER LAKE NEIGHBORHOOD PARK. COMMISSIONER GILLUM SERVED AS FIELD ORGANIZER AND STATEWIDE DIRECTOR OF THE "ARRIVE WITH 5" PROGRAM WITH PEOPLE FOR THE AMERICAN WAY FOUNDATION (PFAWF). HE ORGANIZED THE LARGEST "ARRIVE WITH 5" GET-OUT-THE-VOTE CAMPAIGN IN FLORIDA'S HISTORY. HE ALSO WORKED AS DEPUTY POLITICAL DIRECTOR WITH THE FLORIDA DEMOCRATIC PARTY. HE WAS THE INAUGURAL NATIONAL DIRECTOR OF THE YOUNG ELECTED OFFICIALS NETWORK WITH PFAWF, IN WHICH HE INITIATED AND SPEARHEADED A PROGRAM THAT UNITES ELECTED OFFICIALS AGE 35 AND UNDER IN A NETWORK THAT SUPPORTS THEM WITH LEADERSHIP AND PERSONAL DEVELOPMENT TRAINING AND PUBLIC POLICY SUPPORT. HIS SUCCESS GARNERED HIM THE POSITION OF DIRECTOR OF YOUTH LEADERSHIP PROGRAMS FOR PFAWF. IN THIS ROLE HE OVERSEES THE STRATEGIC PLANNING, IMPLEMENTATION, AND DEVELOPMENT OF THREE PROGRAM AREAS: YOUNG PEOPLE FOR, YOUNG ELECTED OFFICIALS NETWORK, AND THE YOUNG PROFESSIONALS ACTIVIST NETWORK. COMMISSIONER GILLUM SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. HE ALSO HAS BEEN RECOGNIZED AS AN EMERGING LEADER BY THE CONGRESSIONAL BLACK CAUCUS, JET MAGAZINE, EBONY MAGAZINE, THE ASSOCIATION OF TRIAL LAWYERS FOR AMERICA (ATLA), THE DRUM MAJOR INSTITUTE, IMPACT AND FAMUS DR. MARTIN LUTHER KING JR. LEADERSHIP AWARD. |
| PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST ( | MARIA JOBIN-LEEDS: AS CO-FOUNDER AND MANAGING PARTNER OF THE JOBIN-LEEDS PARTNERSHIP FOR DEMOCRACY AND EDUCATION, LLC, MARIA WITH HER SPOUSE GREG PLANS AND DIRECTS THE FIRM'S RESEARCH, INVESTMENTS, PROGRAMS, CLIENT SERVICES, GRANTS MANAGEMENT, STRATEGIC ALLIANCES, COMMUNICATIONS AND OPERATIONS. SHE IS LEADING THE PARTNERSHIP'S FORMATION OF A PIPELINE FOR PROGRESSIVE WOMEN CANDIDATES IN MASSACHUSETTS. FOR MORE THAN A DECADE, MARIA HAS MARSHALED RESOURCES FOR CANDIDATES AND BALLOT QUESTIONS THAT MOTIVATE THE ELECTORATE AND SPEAK TO ISSUES THAT ARE IMPORTANT TO LOW INCOME COMMUNITIES, AFRICAN AMERICANS, LATINOS, IMMIGRANTS AND WOMEN. MARIA'S CAREER IN PHILANTHROPY AND CIVIC ENGAGEMENT BEGAN AT AN EARLY AGE FROM WATCHING AND HELPING HER PARENTS IN THEIR EFFORTS ON CIVIL RIGHTS AND FEMINISM AND GLOBAL CITIZENSHIP. SHE WAS BORN AND LIVED IN PUERTO RICO AS A CHILD, AND SHE SPENT TIME IN THE SUDAN AS A COLLEGE STUDENT, WHERE HER EDUCATION ABOUT THE PRIVILEGES OF CLASS, RACE AND GENDER BEGAN. MARIA STARTED HER EDUCATION CAREER AS A HEALTH AND BIOLOGY TEACHER IN A PAROCHIAL, INNER-CITY HIGH SCHOOL. SHE SPENT THE FIRST TEN YEARS OF THE HIV/AIDS EPIDEMIC PROVIDING COUNSELING TO PEOPLE TESTING POSITIVE FOR HIV AND TRAINING AIDS EDUCATORS. SHE CAME TO UNDERSTAND THAT ONLY BY ADDRESSING A ROOT CAUSE OF THE EPIDEMIC THE LACK OF POLITICAL POWER ON THE PART OF PEOPLE AFFECTED WOULD THERE BE ANY CHANCE FOR SUCCESS IN CURBING THE PROBLEM. IN 1999, MARIA FOUNDED THE ACCESS STRATEGIES FUND. AS CHAIR, WITH THE BOARD AND STAFF, THEY ADDRESS THE POLITICAL ROOT CAUSES OF SOCIAL AND ECONOMIC DISPARITIES. ACCESS STRATEGIES FUNDS AND ASSISTS COMMUNITY BASED ORGANIZATIONS IN UNDERREPRESENTED, LOW-INCOME, COMMUNITIES OF COLOR AND WOMEN'S COMMUNITIES TO MAKE THEIR VOICES HEARD IN THE CREATION OF SOUND PUBLIC POLICIES IN MASSACHUSETTS. THIS COLLABORATIVE, MOVEMENT BUILDING WORK HAS PRODUCED LARGE INCREASES IN VOTER TURNOUT IN URBAN AFRICAN AMERICAN, LATINO AND IMMIGRANT COMMUNITIES IN THE COMMONWEALTH. MARIA RELISHES AND ENCOURAGES THE NOW FREQUENT WINNING CANDIDATES RESULTING FROM COMMUNITY ORGANIZING AND INCREASED VOTER TURNOUT SUPPORTED BY ACCESS AND SHE LOOKS FORWARD TO THE RESULTING SHIFTS IN POLICY AND BUDGET PRIORITIES. MARIA'S STRATEGY IS TO BUILD ORGANIZATIONAL CAPACITY FOR PROGRESSIVES AND TO HELP CREATE OPPORTUNITY FOR THESE PERSONNEL TO BECOME LEADERS AND THEIR ORGANIZATIONS AND ISSUES TO BECOME MAINSTREAM AND PROVIDE FOR THE COMMON GOOD. MARIA HELPED FOUND THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION IN 1991, SHAPING MISSION, STRATEGY, BOARD, SENIOR STAFF AND OUTCOMES, MOST RECENTLY AS CHAIR OF THE STRATEGY COMMITTEE. SCHOTT SUPPORTS THE MOVEMENT FOR HIGH QUALITY EDUCATION BY ELEVATING THE LEADERSHIP OF WOMEN AND SUPPORTING THE GRASSROOTS, BRINGING NATIONAL ATTENTION TO SYSTEMIC DISCRIMINATION AGAINST BLACK BOYS, AND LEADING FUNDING EFFORTS TO BETTER NURTURE ALL CHILDREN. MARIA WAS A GRANTS ADVISOR TO TIDES FOUNDATION VOTER ACTION FUND AND IS ON THE BOARD OF CAMPAIGN FOR AMERICA'S FUTURE/IAF. THE FORMER COMMONWEALTH COALITION OF MASSACHUSETTS BOARD ALSO SOLICITED HER MEMBERSHIP. SHE HAS ADVISED DONORS AND FOUNDATIONS FOCUSED ON ELECTORAL ENGAGEMENT, AND LED WORKSHOPS AT FOUNDATION CONFERENCES SHOWCASING THE WORK OF GRANTEE PARTNERS IN CIVIC ENGAGEMENT. HER FINANCIAL INVESTMENT ACUMEN MARRIES SOCIALLY-RESPONSIBLE INVESTING WITH ABOVE-AVERAGE RETURNS. SHE IS RECOGNIZED BY THE CRITICAL IMPACT AWARD FROM THE COUNCIL ON FOUNDATIONS TO SCHOTT, THE MONSIGNOR ROMERO AWARD FROM THE FOUNDATION FOR SELF SUFFICIENCY IN CENTRAL AMERICA (FSSCA), AND THE MORGENTHAU AWARD FOR HUMAN RIGHTS FROM THE CAMBRIDGE CITY DEMOCRATIC COMMITTEE. SHE WAS A 2008 RECIPIENT OF THE CENTER FOR COMMUNITY CHANGE CHAMPION AWARD HONORING HER EFFORTS IN IMMIGRANT AND POOR PEOPLE'S CIVIC ADVANCEMENT. MARIA HELPED TO ESTABLISHED YOUNG SISTERS FOR JUSTICE AT THE BOSTON WOMEN'S FUND, GETTING GIRLS TO DIRECT PHILANTHROPY TO GIRLS. MARIA EARNED A MASTERS DEGREE FROM THE HARVARD GRADUATE SCHOOL OF EDUCATION AND BACHELOR'S DEGREE FROM COLBY COLLEGE. MAISIE CHIN: MAISIE CHIN IS CO-FOUNDER AND CURRENT DIRECTOR OF CADRE COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION, AN INDEPENDENT, GRASSROOTS PARENT MEMBERSHIP ORGANIZATION IN SOUTH LOS ANGELES COMPRISED OF LOW-INCOME AFRICAN AMERICAN AND LATINO PARENTS/CAREGIVERS. AFTER WORKING IN A K-16 INSTITUTIONAL AND FOUNDATION COLLABORATION AROUND EDUCATION REFORM FOR OVER SIX YEARS, MS. CHIN AND A SOUTH LA PARENT LAUNCHED CADRE IN 2001. CADRE'S MISSION IS TO SOLIDIFY AND ADVANCE PARENT LEADERSHIP TO ENSURE THAT ALL CHILDREN ARE RIGHTFULLY EDUCATED REGARDLESS OF WHERE THEY LIVE. THROUGH HUMAN RIGHTS-BASED COMMUNITY ORGANIZING AND POLICY ADVOCACY, CADRE PARENT LEADERS ARE FIGHTING TO END THE PUSHOUT OF LOW-INCOME FAMILIES OF COLOR FROM PUBLIC SCHOOLS AND THE SCHOOL-TO-PRISON PIPELINE. UNDER MS. CHIN'S LEADERSHIP CADRE HAS SUCCESSFULLY INFLUENCED POLICY AT THE LOCAL SCHOOL DISTRICT LEVEL AND IS MOVING TOWARDS ADDRESSING STATE AND NATIONAL POLICIES USING THE HUMAN RIGHTS FRAMEWORK. RECENTLY IN FEBRUARY 2007, CADRE'S PARENT-LED RIGHT TO EDUCATION CAMPAIGN ACHIEVED A MAJOR VICTORY WHEN ITS HUMAN RIGHTS DOCUMENTATION, PEOPLE'S HEARING, ADVOCACY, AND MEDIA WORK SIGNIFICANTLY HELPED ENSURE THE LOS ANGELES UNIFIED SCHOOL DISTRICT'S PASSAGE OF A NEW DISTRICT-WIDE SCHOOL DISCIPLINE POLICY BASED ON POSITIVE BEHAVIOR SUPPORT. THIS SUCCESS HAS POSITIONED CADRE'S GRASSROOTS PARENT LEADERS TO EXERT LEADERSHIP IN BROADER HUMAN RIGHTS/SOCIAL JUSTICE MOVEMENT BUILDING IN MULTIPLE POLICY ARENAS. MS. CHIN IS A NATIVE CALIFORNIAN AND CHILD OF CHINESE IMMIGRANTS. SHE HAS BEEN PART OF THE EDUCATIONAL AND SOCIAL JUSTICE MOVEMENT FOR 16 YEARS, DEDICATED TO FIGHTING INSTITUTIONAL RACISM BY PROTECTING AND TRANSFORMING PUBLIC EDUCATION IN LOW-INCOME NEIGHBORHOODS OF COLOR. SHE ALSO HAS 18 YEARS OF EXPERIENCE IN FACILITATION, TRAINING, AND ORGANIZATIONAL DEVELOPMENT. MS. CHIN HOLDS BOTH A BACHELORS OF ARTS IN HISTORY AND A MASTERS OF ARTS IN URBAN PLANNING COMMUNITY DEVELOPMENT FROM THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. IN ADDITION TO DIRECTING CADRE, MS. CHIN IS ALSO AN INDEPENDENT CONSULTANT AND SERVES ON THE BOARD OF DIRECTORS OF JUSTICE MATTERS, A NATIONAL RACIAL JUSTICE POLICY AND RESEARCH ORGANIZATION BASED IN SAN FRANCISCO, CALIFORNIA. |
| PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST ( | JACKIE JENKINS-SCOTT: ON JULY 1, 2004, JACKIE JENKINS-SCOTT BECAME THE 13TH PRESIDENT OF WHEELOCK COLLEGE, A PRIVATE COLLEGE WITH A MISSION TO IMPROVE THE LIVES OF CHILDREN AND FAMILIES. MS. JENKINS-SCOTT RECEIVED HER B.S. DEGREE FROM EASTERN MICHIGAN UNIVERSITY, A MASTERS OF SOCIAL WORK FROM BOSTON UNIVERSITY SCHOOL OF SOCIAL WORK, AND COMPLETED A POST GRADUATE RESEARCH FELLOWSHIP AT RADCLIFFE COLLEGE. IN 2003, MS. JENKINS-SCOTT RECEIVED AN HONORARY DOCTORATE DEGREE IN EDUCATION FROM WHEELOCK COLLEGE WHEN SHE SERVED AS THE COMMENCEMENT SPEAKER. IN ADDITION TO WHEELOCK, SHE HOLDS HONORARY DOCTORATE DEGREES FROM SUFFOLK UNIVERSITY, NORTHEASTERN UNIVERSITY, BENTLEY COLLEGE AND MOUNT IDA COLLEGE. FROM 1983 UNTIL 2004, MS. JENKINS-SCOTT SERVED AS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE DIMOCK COMMUNITY HEALTH CENTER IN ROXBURY, MASSACHUSETTS. PRIOR TO JOINING DIMOCK, SHE HELD SEVERAL POSITIONS WITH THE COMMONWEALTH OF MASSACHUSETTS, DEPARTMENTS OF PUBLIC AND MENTAL HEALTH. AS A COMMUNITY LEADER, PUBLIC HEALTH ADVOCATE AND INNOVATIVE ADMINISTRATOR, SHE HAS BEEN A NATIONALLY KNOWN FIGURE FOR NEARLY THIRTY YEARS. MS. JENKINS-SCOTT HAS SERVED ON MANY PROFESSIONAL, CIVIC AND COMMUNITY BOARDS AND COMMITTEES. SHE CURRENTLY SERVES ON THE BOARD OF DIRECTORS OF THE BOSTON FOUNDATION, THE KENNEDY LIBRARY FOUNDATION AND MUSEUM, THE BOSTON PLAN FOR EXCELLENCE AND WGBH. SHE ALSO SERVES ON THE BOARD OF DIRECTORS OF CENTURY BANK AND TRUST COMPANY AND THE TUFTS HEALTH PLAN. IN APRIL 2007, BOSTON'S MAYOR THOMAS M. MENINO SELECTED MS. JENKINS-SCOTT TO CO-CHAIR HIS SCHOOL READINESS ACTION PLANNING TEAM, CHARGED WITH DEVELOPING SPECIFIC STRATEGIES TO PREVENT THE ACHIEVEMENT GAP AMONG THE NEXT GENERATION OF STUDENTS. MS. JENKINS-SCOTT WAS ASKED BY GOVERNOR DEVAL L. PATRICK TO CO-CHAIR THE 'READINESS PROJECT', THE GROUP RESPONSIBLE FOR DEVELOPING A 10-YEAR STRATEGIC PLAN TO IMPLEMENT THE VISION FOR EDUCATION IN THE COMMONWEALTH OF MASSACHUSETTS AS OUTLINED BY GOVERNOR PATRICK IN A JUNE 2007 SPEECH. MS. JENKINS-SCOTT HAS RECEIVED NUMEROUS AWARDS AND CITATIONS INCLUDING THE 2005 ASSOCIATED INDUSTRIES OF MASSACHUSETTS LEGACY OF LEADERSHIP AWARD, 2004 PINNACLE LIFETIME ACHIEVEMENT AWARD FROM THE GREATER BOSTON CHAMBER OF COMMERCE AND THE 2004 DISTINGUISHED ALUMNI AWARD FROM BOSTON UNIVERSITY. |
| PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST ( | ALVIN LOUIS STARKS: ALVIN LOUIS STARKS IS A PROGRESSIVE RACIAL JUSTICE RESEARCHER AND ADVOCATE WHO WORKS IN PHILANTHROPY AND CIVIL RIGHTS ADVOCACY TO ADDRESS ISSUES OF SYSTEMIC INEQUALITY. ALVIN'S VISIONARY LEADERSHIP AND INNOVATIVE PHILANTHROPIC RESEARCH SUPPORTS A NEW GENERATION OF IDEAS AND ORGANIZATIONS TO EXPLORE THE INTERSECTIONS OF HUMAN RIGHTS, RACIAL JUSTICE, CROSS MOVEMENT BUILDING AND GENDER EQUITY. ALVIN HAS WRITTEN NUMEROUS REPORTS AND STRATEGY PAPERS FOR DONORS AND FOUNDATIONS EXPLORING PROGRESSIVE ACTIVITIES TO STRENGTHEN SOCIAL CHANGE. ALVIN HAS AN EXTENSIVE PHILANTHROPIC BACKGROUND THAT HAS GRANTED HIM THE UNIQUE PRIVILEGE TO WORK AT SEVERAL LEADING FOUNDATIONS. FOR OVER EIGHT YEARS, ALVIN WORKED AT THE OPEN SOCIETY INSTITUTE AND IN 2004 CREATED AND DIRECTED THE OPEN SOCIETY INSTITUTE'S RACIAL JUSTICE INITIATIVE. BEFORE JOINING OSI, ALVIN HELD THE POSITION OF SENIOR PROGRAM OFFICER FOR RACIAL JUSTICE AND GENDER IDENTITY AT THE ARCUS FOUNDATION. THERE HIS WORK FOCUSED ON BUILDING THE FOUNDATION'S MISSION TO ADVANCE THE INTERSECTIONS OF RACE, SEXUALITY AND GENDER IDENTITY. ALVIN WORKED WITH THE NATIONAL NAACP TO ENCOURAGE NEW PROGRESSIVE ADVOCACY AND BUILD PHILANTHROPIC ENGAGEMENT, AND SERVED WITH THE W.K. KELLOGG FOUNDATION AS THEIR PROGRAM OFFICER FOR RACIAL EQUITY. ALVIN RECEIVED HIS FORMAL EDUCATION FROM THE STATE UNIVERSITY OF NEW YORK AND COLUMBIA UNIVERSITY IN NEW YORK CITY. HE SITS ON SEVERAL NON-PROFIT BOARDS. ANTONIA DARDER: DR. ANTONIA DARDER IS AN INTERNATIONALLY RECOGNIZED CRITICAL SCHOLAR. SHE HOLDS THE LEAVEY PRESIDENTIAL CHAIR OF ETHICS AND MORAL LEADERSHIP AT LOYOLA MARYMOUNT UNIVERSITY, LOS ANGELES AND IS PROFESSOR EMERITA OF EDUCATION POLICY, ORGANIZATION AND LEADERSHIP AT THE UNIVERSITY OF ILLINOIS URBANA CHAMPAIGN. HER SCHOLARSHIP FOCUSES ON ISSUES OF RACISM, POLITICAL ECONOMY, EDUCATION, SOCIAL JUSTICE, AND SOCIETY. ANTONIA IS THE AUTHOR OF CULTURE AND POWER IN THE CLASSROOM AND REINVENTING PAULO FREIRE: A PEDAGOGY OF LOVE, NAMED OUTSTANDING BOOK IN CURRICULUM FOR 2001-2002 BY THE AMERICAN EDUCATIONAL RESEARCH ASSOCIATION. SHE IS ALSO CO-AUTHOR OF AFTER RACE: RACISM AFTER MULTICULTURALISM. SHE IS THE EDITOR OF CULTURE AND DIFFERENCE AND CO-EDITOR OF LATINOS AND EDUCATION; THE LATINO STUDIES READER: CULTURE, ECONOMY AND SOCIETY, AND THE CRITICAL PEDAGOGY READER, CONSIDERED A PREMIER TEXT FOR ITS USE IN FOUNDATIONS COURSES. THIS YEAR, THE 20TH ANNIVERSARY EDITION OF CULTURE AND POWER IN THE CLASSROOM WAS RELEASED, AS WELL AS A DISSIDENT VOICE: ESSAY ON CULTURE, PEDAGOGY, AND POWER, A TWENTY-YEAR RETROSPECTIVE OF HER WRITINGS, WHICH INCLUDES HER POETRY. BEYOND HER SCHOLARLY EFFORTS, ANTONIA IS AN ACTIVIST AND VISUAL ARTIST, WHO HAS PARTICIPATED IN A VARIETY OF GRASSROOTS EFFORTS TIED TO EDUCATIONAL RIGHTS, WORKER'S RIGHTS, BILINGUAL EDUCATION, WOMEN'S ISSUES, ENVIRONMENTAL JUSTICE, AND IMMIGRANT RIGHTS. IN THE 1990S, SHE CONVENED EDUCATORS FROM ACROSS THE STATE TO ESTABLISH THE CALIFORNIA CONSORTIUM OF CRITICAL EDUCATORS (CCCE), A MEMBER SUPPORTED RADICAL TEACHERS ORGANIZATION COMMITTED TO AN EDUCATIONAL VISION OF SCHOOLING INTIMATELY LINKED TO SOCIAL JUSTICE, HUMAN RIGHTS, AND ECONOMIC DEMOCRACY. IN 2005, SHE ESTABLISHED A RADIO COLLECTIVE WITH STUDENTS AND COMMUNITY MEMBERS WHO PRODUCED LIBERACION!, A PUBLIC AFFAIRS RADIO PROGRAM ON WEFT. AS A MEMBER OF THE CHAMPAIGN URBANA INDEPENDENT MEDIA CENTER, SHE WAS ACTIVE AS A COMMUNITY JOURNALIST WITH THE PUBLIC I. IN 2007, SHE WORKED WITH GRADUATE STUDENTS ON AN AWARD WINNING DOCUMENTARY, BREAKING SILENCE: THE PERVASIVENESS OF OPPRESSION THAT EXAMINED THE PERSISTENCE OF INEQUALITY AT THE UNIVERSITY. ANTONIA WAS BORN IN PUERTO RICO AND RAISED IN EAST LOS ANGELES. AS A YOUNG SINGLE MOTHER OF THREE CHILDREN AND LIVING ON WELFARE, SHE COMPLETED HER STUDIES IN NURSING AT PASADENA CITY COLLEGE. SHE ATTENDED CALIFORNIA STATE UNIVERSITY LOS ANGELES AND THEN PACIFIC OAKS COLLEGE WHERE SHE STUDIED HUMAN DEVELOPMENT WITH A FOCUS ON MARRIAGE AND FAMILY THERAPY. SHE EARNED HER DOCTORAL DEGREE IN PHILOSOPHY OF EDUCATION FROM CLAREMONT GRADUATE UNIVERSITY. ANTONIA'S SCHOLARSHIP HAS BEEN DEEPLY INFLUENCED BY HER ACQUAINTANCE WITH RENOWNED BRAZILIAN EDUCATOR PAULO FREIRE, WHOSE IDEAS ON SCHOOLING AND SOCIETY PROFOUNDLY SHAPED THE DIRECTION OF HER EARLY WORK. TODAY, ANTONIA IS MOTIVATED TO PERSIST IN THE STRUGGLE FOR UNIVERSAL HUMAN RIGHTS BY HER FOUR GRANDDAUGHTERS AND THE OTHER CHILDREN OF OUR TIME, WHO WILL BE FORCED TO CONTEND WITH WORLD WE WILL LEAVE BEHIND. GERARD LEEDS: GERARD LEEDS IS A CO-FOUNDER AND MEMBER OF THE BOARD OF DIRECTORS OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, INC., WHICH HE FOUNDED WITH HIS WIFE, LILO, IN 1990. IN 1971, PRIOR TO ESTABLISHING THE INSTITUTE, GERARD AND LILO LEEDS FOUNDED CMP MEDIA INC., A MAJOR PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES, INTERNET AND OTHER INFORMATION SERVICES FOR THE HIGH-TECH INDUSTRIES. THE COMPANY'S SOCIALLY RESPONSIBLE POLICIES PLACED IT IN FORTUNE MAGAZINE AS ONE OF THE 100 BEST COMPANIES TO WORK FOR, AND IN WORKING MOTHER, AS ONE OF THE BEST COMPANIES FOR WOMEN WORKERS. THE COMPANY INSTITUTED A MAJOR ON-SITE CHILDCARE CENTER, A STRONG DIVERSITY PROGRAM, AND AN ACTIVE EMPLOYEE-RUN FOUNDATION. IN 1988, GERARD AND LILO LEEDS TRANSFERRED THE MANAGEMENT OF THE COMPANY TO THE NEXT GENERATION AND MICHAEL LEEDS TOOK OVER AS PRESIDENT AND CEO. THE LEEDS MADE THE CHALLENGE OF EDUCATING CHILDREN AT RISK THEIR PRINCIPAL FOCUS. IN ADDITION TO FOUNDING THE INSTITUTE FOR STUDENT ACHIEVEMENT, THEY ARE ON THE BOARDS OF SEVERAL OTHER ORGANIZATIONS WORKING ON EDUCATION ISSUES. THESE INCLUDE THE ALLIANCE FOR EXCELLENT EDUCATION, LOCATED IN WASHINGTON, DC, WHOSE GOAL IS TO MAKE EXCELLENT EDUCATION FOR ALL CHILDREN A REALITY, AND THE THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION IN BOSTON, WHICH FOCUSES ON EARLY CARE IN EDUCATION AND FUNDING FOR QUALITY EDUCATION. GERARD AND LILO LEEDS ARE BOTH IMMIGRANTS TO THE UNITED STATES, AND CONSIDER THEIR WORK IN EDUCATION A WAY TO RETURN TO SOCIETY SOME OF THE BUSINESS AND PERSONAL SUCCESS THAT AMERICA HAS ALLOWED THEM TO ACHIEVE. GERARD AND LILO LEEDS ARE RECIPIENTS OF A LARGE NUMBER OF CIVIC AWARDS, INCLUDING SOCIALLY RESPONSIBLE ENTREPRENEURS OF THE YEAR, LIA HUMANITARIAN AWARD, OUTSTANDING PHILANTHROPISTS OF THE YEAR FOR NSFRE/L.I., WERE HONORED BY THE URBAN LEAGUE OF L.I., THE NYS CHAPTER OF NAACP, THE NYS UNITED TEACHERS ASSOCIATION, AND THE AMERICAN JEWISH COMMITTEE. THEY WERE CITED BY NEWSDAY IN ITS REPORT ON "100 WHO SHAPED A CENTURY". MR. LEEDS HOLDS A BACHELOR OF ARTS AND SCIENCE AND AN HONORARY DOCTORATE FROM ADELPHI UNIVERSITY, AND A MASTERS OF ARTS AND AN HONORARY DOCTORATE FROM THE STATE UNIVERSITY OF NEW YORK AT STONYBROOK. HE HAS TAUGHT MANAGEMENT AT LONG ISLAND UNIVERSITY AND HOFSTRA UNIVERSITY, AND LECTURES ANNUALLY TO MBA STUDENTS ON SOCIALLY RESPONSIBLE BUSINESS MANAGEMENT. DEBORAH LABELLE: DEBORAH LABELLE IS AN ATTORNEY, PROFESSOR, WRITER AND ADVOCATE WHO FOCUSES ON THE APPLICATION OF HUMAN RIGHTS FOR MARGINALIZED COMMUNITIES. SHE HAS BEEN LEAD COUNSEL IN OVER A DOZEN CLASS ACTIONS THAT HAVE SUCCESSFULLY CHALLENGED POLICIES AFFECTING THE TREATMENT OF INCARCERATED MEN, WOMEN AND JUVENILES AND THEIR FAMILIES. MS. LABELLE IS A SENIOR SOROS JUSTICE FELLOW AND, THE FIRST AMERICAN RECOGNIZED BY HUMAN RIGHTS WATCH AS A HUMAN RIGHTS MONITOR. IN ADDITION TO HER PRIVATE PRACTICE, SHE IS DIRECTOR OF THE AMERICAN CIVIL LIBERTIES UNION'S JUVENILE LIFE WITHOUT PAROLE INITIATIVE. HER PUBLICATIONS INCLUDE WOMEN AT THE MARGINS, NEGLECT,PUNISHMENT AND RESISTANCE (HAWORTH, 2002). ENSURING RIGHTS FOR ALL: REALIZING HUMAN RIGHTS FOR PRISONERS IN BRINGING HUMAN RIGHTS HOME (PRAEGER PRESS, 2008); AND BRINGING HUMAN RIGHTS HOME TO THE WORLD OF DETENTION (COLUMBIA HUMAN RIGHTS LAW REVIEW ARTICLE, VOL. 40.1, FALL 2008). MS. LABELLE IS A RECIPIENT OF MICHIGAN'S STATE BAR CHAMPION OF JUSTICE AWARD, RECOGNIZED AS ONE OF MICHIGAN'S TOP LAWYERS AND RECEIVED THE NATIONAL TRIAL LAWYER OF THE YEAR AWARD FROM THE PUBLIC INTEREST FOUNDATION (2008) AND NATIONAL LAWYER GUILD'S LAW FOR THE PEOPLE AWARD (2008). SHE RECEIVED THE WADE HAMPTON MCCREE JR. AWARD FOR THE ADVANCEMENT OF SOCIAL JUSTICE PRESENTED BY THE FEDERAL BAR (2009) AND THE SUSAN B. ANTHONY AWARD FROM THE UNIVERSITY OF MICHIGAN (2010). |
| PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST ( | 4. PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. TREAS. REG. 1.170A-9(F)(3)(VI). BY DISSEMINATING ITS RESEARCH THROUGH PUBLICATIONS AND CONFERENCES, THE SCHOTT FOUNDATION SHARES ITS SCHOLARSHIP AND POLICY RECOMMENDATIONS REGARDING PUBLIC EDUCATION IN THIS COUNTRY IN THE HOPE OF CLOSING THE OPPORTUNITY GAP TO ENSURE THAT ALL CHILDREN HAVE EQUAL ACCESS TO A HIGH QUALITY PRE-K THROUGH 12TH GRADE EDUCATION. TREAS. REG. 1.170A-9(F)(3)(VI)(B) PROVIDES THAT "AN ORGANIZATION [THAT] IS AN EDUCATIONAL OR RESEARCH INSTITUTION WHICH REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES AND UNIVERSITIES OR BY MEMBERS OF THE GENERAL PUBLIC WILL ALSO BE CONSIDERED EVIDENCE THAT SUCH ORGANIZATION IS "PUBLICLY SUPPORTED." FURTHERMORE, TREAS. REG. 1.170A-9(F)(3)(VI)(C) PROVIDES THAT "THE PARTICIPATION IN, OR SPONSORSHIP OF, THE PROGRAMS OF THE ORGANIZATION BY MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWELDGE OR EXPERTISE, PUBLIC OFFICEALS, OR CIVIC OR COMMUNITY LEADERS" WILL BE CONSIDERED EVIDENCE THAT AN ORGANIZATION IS "PUBLICLY SUPPORTED." THE FOUNDATION CLEARLY MEETS BOTH OF THESE STANDARDS. FOR EXAMPLE, FROM NOVEMBER 5-7, 2009, THE FOUNDATION HOSTED ITS 2ND ANNUAL OPPORTUNITY TO LEARN SUMMIT, ENTITLTED "BUILDING A NATIONAL MOVEMENT TO CLOSE THE OPPORTUNITY GAP." THE SUMMIT WAS DESIGNED TO PROVIDE A PLATFORM FOR PHILANTHROPIC PARTNERS, GRASSROOTS COMMUNITY ADVOCATES, FEDERAL AND STATE POLICYMAKERS, YOUTH ORGANIZERS AND RESEARCHERS TO SHARE CRITICAL ADVOCACY STRATEGIES, FUNDING APPROACHES AND NETWORKS TO BUILD A STATE AND NATIONAL MOVEMENT TO PROVIDE ALL STUDENTS AN OPPORTUNITY TO LEARN. FEATURED SPEAKERS INCLUDED GOVERNMENT OFFICIALS (RUSSLYN ALI, ASSISTANT SECRETARY FOR CIVIL RIGHTS, US DEPARTMENT OF EDUCATION; CONGRESSMAN CHAKA FATTAH, US HOUSE OF REPRESENTATIVES), PROMINENT COMMUNITY LEADERS (STEPHANIE ELAM, ANCHOR, CNN; CHARLES OGLETREE, HARVARD LAW SCHOOL PROFESSOR OF LAW), LEADERS IN THE PHILANTHROPIC COMMUNITY (GAIL CHRISTOPHER, VICE PRESIDENT FOR PROGRAMS, WK KELLOGG FOUNDATION, DR. FRED FRELOW, EDUCATION AND SCHOLARSHIP PROGRAM OFFICER, FORD FOUNDATION) AND EDUCATION LEADERS (DR. LINDA DARLING HAMMOND, PROFESSOR OF EDUCATION, STANFORD UNIVERSITY; JOHN STOCKS, DEPUTY EXECUTIVE DIRECTOR, NATIONAL EDUCATION ASSOCIATION). A REVIEW OF THE FOUNDATION'S WEBSITE REVEALS NUMEROUS PUBLICATIONS AND REPORTS, AVAILABLE IN PDF FORMAT FOR ANY INTERESTED READER TO DOWNLOAD, IN THE FOLLOWING CATEGORIES: * OPPORTUNITY TO LEARN (E.G., LOST OPPORTUNITY: A 50-STATE REPORT ON THE OPPORTUNITY TO LEARN IN AMERICA, PUBLISHED IN MAY 2009). * A POSITIVE FUTURE FOR BLACK BOYS (E.G., GIVEN HALF A CHANCE: THE SCHOTT 50 STATE REPORT ON PUBLIC EDUCATION FOR BLACK MALES, PUBLISHED IN JULY 2008). * THE SCHOTT FELLOWSHIP ON EARLY CARE AND EDUCATION (E.G., ENSURING HIGH QUALITY EARLY EDUCATION FOR ALL CHILDREN IN THE COMMONWEALTH OF MASSACHUSETTS, PUBLISHED IN JUNE 2005). * PUBLIC POLICY AND LEADERSHIP (E.G., PEER-LED PROFESSIONAL DEVELOPMENT FOR EQUITY AND DIVERSITY: A REPORT FOR TEACHERS AND ADMINISTRATORS BASED ON FINDINGS FROM THE SEED PROJECT, PUBLISHED IN MAY 2007). * GENDER EQUITY (E.G., KEEPING SCORE: GIRLS' PARTICIPATION IN HIGH SCHOOL ATHLETICS IN MASSACHUSETTS, PUBLISHED IN FEBRUARY 2004). THE FOUNDATION ALSO SERVES ITS MISSION BY MAKING GRANTS TO PUBLIC CHARITIES THAT PROMOTE EQUITY IN EDUCATION. RECENT GRANTEES INCLUDE: THE DONOR'S EDUCATION COLLABORATIVE (DEC) IS A JOINT GRANTMAKING EFFORT THAT SUPPORTS COMMUNITY ENGAGEMENT AROUND KEY POLICY REFORMS TO ATTAIN AN EQUITABLE NEW YORK CITY PUBLIC SCHOOL SYSTEM AND MAKE IT RESPONSIVE TO THE NEEDS OF ALL CHILDREN. THIS GRANT PROVIDES FUNDS TO DEC TO CONTINUE ITS GRANTMAKING OPERATIONS TO SUPPORT ORGANIZATIONS THAT USE CONSTITUENCY BUILDING AND RESEARCH TO ADVOCATE FOR SYSTEMIC CHANGES THAT IMPROVE TEACHING EFFECTIVENESS, INCREASE COLLEGE READINESS, AND SUPPORT THE DEVELOPMENT OF A LEARNING COMMUNITY. RURAL COMMUNITY ALLIANCE (RCA) IS A MEMBERSHIP BASED ORGANIZATION OF PARENTS, COMMUNITY MEMBERS, YOUTH, EDUCATORS, LOCAL BUSINESS OWNERS, LOCAL ELECTED OFFICIALS, AND STATE POLICY MAKERS OPERATING IN RURAL ARKANSAS. THE COMMON PURPOSE OF MEMBERS IS TO CREATE A PROSPEROUS FUTURE FOR RURAL AND COMMUNITY SCHOOLS BY INCREASING THEIR ABILITY TO ADVOCATE, THEIR AWARENESS ON THE IMPORTANCE OF RURAL SCHOOLS, AND HELPING THEM TO UNITE THEIR VOICES ON STATE-WIDE INITIATIVES. MASSACHUSETTS BUDGET AND POLICY CENTER (MBPC) IS AN ORGANIZATION THAT ANALYZES BUDGETS AND TAXES FROM A PROGRESSIVE PERSPECTIVE. MBPC PROVIDES TO THE PUBLIC, GRASSROOTS, AND ADVOCACY GROUPS HELPFUL INFORMATION AND ANALYSIS OF STATE ECONOMIC POLICIES AND HELPS ENSURE THAT THE IMPACT OF POLICY CHOICES ON LOW AND MODERATE INCOME RESIDENTS IS FRONT AND CENTER IN THE PUBLIC DEBATE. THIS GRANT SUPPORTS THE CREATION OF A MEMO ON OPTIONS TO GENERATE REVENUE FOR BUILDING EDUCATIONAL SYSTEMS THAT PROVIDE EVERY CHILD WITH A MEANINGFUL OPPORTUNITY TO LEARN. SCHOTT'S OTL NETWORK EMPLOYS THE FOUR RESOURCING STRATEGIES TO UNITE A COALITION OF ADVOCATES AND ORGANIZERS FROM ACROSS THE COUNTRY TO ENSURE THAT ALL STUDENTS HAVE ACCESS TO HEALTHY LIVING AND LEARNING COMMUNITIES AND AN OPPORTUNITY TO LEARN. BUILDING ON OTL'S SUCCESS, THE HLLC INITIATIVE REPRESENTS THE NEXT PHASE OF THE SCHOTT FOUNDATION'S EDUCATION JUSTICE AND OPPORTUNITY STRATEGY. THROUGH SCHOTT'S NATIONAL EFFORTS AND OTL NETWORK, OVER 25 CITIES AND COMMUNITIES ACROSS THE NATION WILL BE ENGAGED IN THE HLLC INITIATIVE. SCHOTT ACCOMPLISHMENTS IN RECENT YEARS INCLUDE: * THE CO-FOUNDING OF THE ALLIANCE TO RECLAIM OUR SCHOOLS (AROS), A DYNAMIC NEW ALLIANCE BRINGING TOGETHER GROUPS REPRESENTING PARENTS, STUDENTS, COMMUNITY ORGANIZATION, AND LABOR TO FIGHT FOR EDUCATIONAL JUSTICE AND EQUITABLE ACCESS. * SUCCESSFUL LAUNCH OF SCHOTT'S FIFTH BLACK MALE REPORT CARD, BLACK LIVES MATTER: THE SCHOTT 50 STATE REPORT ON PUBLIC EDUCATION AND BLACK MALES. THE SITE HAS RECEIVED OVER 60,000 VISITS SINCE THE REPORT LAUNCHED IN FEBRUARY 2015. * THE OCTOBER 2015 SCHOTT AND THE AMERICAN FEDERATION OF TEACHERS'S (AFT) OPPORTUNITY TO LEARN (OTL) CONFERENCE, ADVANCING RACIAL JUSTICE IN 2015: HOW COMMUNITIES AND LABOR CAN ORGANIZE TOGETHER CONVENED IN NEW ORLEANS. THE CONFERENCE BROUGHT TOGETHER OVER 650 REPRESENTATIVES FROM LABOR, EDUCATIONAL JUSTICE (YOUNG PEOPLE, PARENTS, EDUCATORS, AND COMMUNITY STAKEHOLDERS), THE MOVEMENT FOR BLACK LIVES MATTER, LIVING WAGE/ECONOMIC JUSTICE, AND IMMIGRATION REFORM. * SCHOTT, WITH OTHER PARTNERS LIKE OSF, SUCCESSFULLY RAISED THE PROFILES OF BLACK AND OTHER GIRLS OF COLOR THAT HAVE BEEN LARGELY IGNORED IN THE SCHOOL DISCIPLINE CONVERSATION. * IN MISSISSIPPI, SCHOTT IS PARTNERING WITH ONE VOICE MS AND "BETTER SCHOOLS, BETTER JOBS" TO MOBILIZE AROUND BALLOT INITIATIVE 42, WHICH IF PASSED IN NOVEMBER 2015, WILL AMEND SECTION 201 OF THE CONSTITUTION, REQUIRING THE STATE TO PROVIDE (AND THE LEGISLATURE TO FUND) AN ADEQUATE AND EFFICIENT SYSTEM OF FREE PUBLIC SCHOOLS AND WILL PROTECT EACH CHILD'S FUNDAMENTAL RIGHT TO EDUCATIONAL OPPORTUNITY THROUGH 12TH GRADE. * IN THE PAST TWELVE MONTHS, WITH SCHOTT'S LEADERSHIP, THE EDUCATIONAL JUSTICE NETWORK (EJN) HAS GROWN AND IS CREATING A BODY OF WORK THAT WE BELIEVE WILL ALIGN IN A SIGNIFICANT AND POWERFUL WAY WITH EDUCATION JUSTICE ORGANIZATIONS. * WORKED TO ASSIST GRANTEES WITH LOCAL AND STATE POLICY REFORMS IN THE BILL INTRODUCED IN NEW YORK STATE (SSS-NYA.8396) THAT WILL REDUCE SCHOOL SUSPENSIONS AND PROMOTE A POSITIVE SCHOOL CLIMATE, CULTIVATING AN ENVIRONMENT WHERE TEACHERS CAN TEACH AND STUDENTS CAN LEARN. * PARTICIPATED IN SCHOOL DISCIPLINE CONVENINGS IN PARTNERSHIP WITH THE US DEPARTMENT OF EDUCATION, THE US DEPARTMENT OF JUSTICE, AND THE WHITE HOUSE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,403,875 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,438,875 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $371,944 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $92,986 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $390,072 | CurrentYearMinus3Amt |
| Current Year Minus2 | $373,685 | CurrentYearMinus2Amt |
| Current Year Minus1 | $345,909 | CurrentYearMinus1Amt |
| Current Year | $371,944 | CurrentYearAmt |
| Total | $1,481,610 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,222,415 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $75,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $50,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $54,100 | CurrentYearMinus1Amt |
| Current Year | $35,000 | CurrentYearAmt |
| Total | $214,100 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $97,518 | CurrentYearMinus3Amt |
| Current Year Minus2 | $93,421 | CurrentYearMinus2Amt |
| Current Year Minus1 | $86,477 | CurrentYearMinus1Amt |
| Current Year | $92,986 | CurrentYearAmt |
| Total | $370,402 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $555,603 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $40,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $35,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $39,100 | CurrentYearMinus1Amt |
| Current Year | $35,000 | CurrentYearAmt |
| Total | $149,100 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,859,481 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $60,866 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,710 | OtherExpendituresAmt |
| End Year Balance | $6,903,637 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,612,188 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $918,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $671,068 | OtherExpendituresAmt |
| End Year Balance | $6,859,481 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,435,545 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $793,468 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $616,825 | OtherExpendituresAmt |
| End Year Balance | $6,612,188 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,061,270 | BeginningYearBalanceAmt |
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $374,275 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,435,545 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $843,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $217,679 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,061,270 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.81000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,727 | DepreciationAmt |
| Book Value | $50,145 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,145 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,788,237 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$282,971 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$282,971 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,071,208 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $38,707 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $38,707 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,109,915 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,456,646 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,456,646 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $38,707 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $38,707 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,495,353 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION. |
| 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. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION 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. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST 3 YEARS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR QUALITY EDUCATION | ||||||||
| 94 CENTRAL AVENUE | ALBANY | NY | 12206 | 223810450 | 501(C)(4) | $85,000 | SUPPORT THE OPPORTUNITY TO LEARN CAMPAIGN | |
| AMERICAN FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION | ||||||||
| 555 NEW JERSEY AVENUE NW | WASHINGTON | DC | 20001 | 521439116 | 501(C)(3) | $80,000 | NATIONAL OCT. 2013 OTL SUMMIT & CONF ON EDUC. AND SOCIAL JUSTICE | |
| ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES | ||||||||
| UNION STATION SUITE 306 1400 W | LITTLE ROCK | AR | 72201 | 710492205 | 501(C)(3) | $30,000 | DEVELOP THE OTL CAMPAIGN IN ARKANSAS : COMMUNICATIONS, POLICY ADVOCACY & NETWORK | MARKHAM |
| ARKANSAS PUBLIC POLICY PANEL | ||||||||
| 1308 WEST 2ND STREET | LITTLE ROCK | AR | 72201 | 710467088 | 501(C)(3) | $70,000 | DEVELOP THE OTL CAMAPIGN IN ARKANSAS : COMMUNICATIONS, POLICY ADVOCACY & NETWORK | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES | ||||||||
| 333 7TH AVENUE 13TH FLOOR | NEW YORK | NY | 10001 | 237156531 | 501(C)(3) | $5,000 | MEMBERSHIP RENEWAL | |
| CALIFORNIANS FOR JUSTICE EDUCATION FUND INC | ||||||||
| 520 3RD STREET SUITE 209 | OAKLAND | CA | 94607 | 943256009 | 501(C)(3) | $25,000 | COMMUNICATION: VIDEO ON FAIR FUNDING FOR PUBLIC SCHOOLS | |
| CENTER FOR LABOR EDUCATION AND RESEARCH INC | ||||||||
| 3353 WASHINGTON STREET | BOSTON | MA | 02130 | 222604923 | 501(C)(3) | $42,000 | SUPPORT MA JWJ'S ORGANIZING EFFORT EDUCATION FOR OTL CAMPAIGN IN MA | |
| CENTER FOR POPULAR DEMOCRACY INC | ||||||||
| 449 TROUTMAN STREET | BROOKLYN | NY | 11237 | 453813436 | 501(C)(3) | $20,000 | PROMOTE FAIR FUNDING FOR PA STATE & NETWORK BUILDING | |
| CENTER FOR POPULAR DEMOCRACY INC | ||||||||
| 449 TROUTMAN STREET | BROOKLYN | NY | 11237 | 453813436 | 501(C)(3) | $50,000 | NETWORKING OTL GRANT FOR THE ALLIANCE TO RECLAIM OUR SCHOOLS | |
| CENTER FOR SOCIAL INCLUSION | ||||||||
| 150 BROADWAY SUITE 303 | NEW YORK | NY | 10038 | 900686577 | 501(C)(3) | $15,000 | OTL GRANT FOR STEPPING UP FILM PROJECT | |
| COMMUNITY ASSET DEVELOPMENT REDEFINING EDUCATION | ||||||||
| 8510 1/2 SOUTH BROADWAY | LOS ANGELES | CA | 90003 | 264753821 | 501(C)(3) | $7,500 | BOARD DISCRETIONARY GRANTS | |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREAT | ||||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | 954298811 | 501(C)(3) | $25,000 | VIDEO PRODUCTION/ HEALTHY LEARNING AND LIVING DISTRICTS CAMPAIGN. | |
| COMMUNITY FUNDS INC | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | 133062214 | 501(C)(3) | $180,000 | SUPPORT DONORS' EDUCATION COLLABORATIVE | |
| ECONOMIC POLICY INSTITUTE | ||||||||
| 1333 H STREET NW EAST TOWER | WASHINGTON | DC | 20005 | 521368964 | 501(C)(3) | $20,000 | BROADER BOLDER APPROACH TO EDUCATE | |
| GAMALIEL FOUNDATION | ||||||||
| 221 N LASALLE STREET SUITE 1320 | CHICAGO | IL | 60601 | 362657863 | 501(C)(3) | $50,000 | DEVELOP THE CONCEPT OF STUDENT RECOVERY PLANS FOR OTL CAMPAIGN | |
| GIRLS FOR GENDER EQUITY | ||||||||
| 30 THIRD AVENUE SUITE 104 | BROOKLYN | NY | 11217 | 043697166 | 501(C)(3) | $60,000 | SUPPORT GIRLS EQUITY INITIATIVE AS PART OF OTL IN NY & BOARD DISCRETIONARY GRANT | |
| INSTITUTE FOR AMERICA'S FUTURE | ||||||||
| 1825 K STREET NW SUITE 400 | WASHINGTON | DC | 20006 | 521971942 | 501(C)(3) | $40,000 | RESEARCH AND EDUCATION FOR OTL CAMPAIGN MESSAGING | |
| KENWOOD OAKLAND COMMUNITY ORGANIZATION | ||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501(C)(3) | $5,000 | JOURNEY FOR JUSTICE ALLIANCE/CONFERENCE SCHOLARSHIP FOR SOUTHERN PARTICIPANTS | |
| KENWOOD OAKLAND COMMUNITY ORGANIZATION | ||||||||
| 4242 S COTTAGE GROVE | CHICAGO | IL | 60653 | 362598637 | 501(C)(3) | $30,000 | NATIONAL ORGANIZING NETWORK TO PROMOTE COMMUNITY-DRIVEN SCHOOLS TRANSFORMATION | |
| MASSACHUSETTS BUDGET & POLICY CENTER | ||||||||
| 15 COURT SQUARE SUITE 700 | BOSTON | MA | 02108 | 042967537 | 501(C)(3) | $25,000 | RESEARCH & ANALYSIS OF BUDGET AND TAX POLICIES IN MA | |
| NATIONAL COUNCIL ON CRIME AND DELINQUENCY | ||||||||
| 1970 BROADWAY SUITE 500 | OAKLAND | CA | 94612 | 131624111 | 501(C)(3) | $50,000 | SUPPORT COMMUNICATION & POLICY ADVOCACY FOR GENDER JUSTICE CAMPAIGN | |
| NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE | ||||||||
| 90 JOHN STREET SUITE 308 | NEW YORK | NY | 10038 | 731714118 | 501(C)(3) | $100,000 | DIGNITY IN SCHOOL/ SOLUTIONS NOT SUSPENSIONS NATIONALLY | |
| NETWORK FOR PUBLIC EDUCATION | ||||||||
| PO BOX 44200 | TUCSON | AZ | 85733 | 352532243 | 501(C)(4) | $10,000 | NETWORKING GRANT TO SUPPORT NPE NATIONAL CONFERENCE | |
| NORTH STAR FUND | ||||||||
| 520 8TH AVENUE SUITE 2203 | NEW YORK | NY | 10018 | 132950801 | 501(C)(3) | $25,000 | BUILDING A PUBLIC WILL FOR HEALTHY LIVING AND LEARNING COMMUNITIES | |
| ONE VOICE MISSISSIPPI | ||||||||
| 1072 W LYNCH STREET | JACKSON | MS | 39203 | 020787550 | 501(C)(3) | $70,000 | OTL MESSAGING WORK IN MS & LA. | |
| PENNSYLVANIA IMMIGRATION AND CITIZENSHIP COALITION | ||||||||
| 2100 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19103 | 830379943 | 501(C)(3) | $20,000 | PA CAMPAIGN FAIR FUNDING FOR THE STATE'S PUBLIC EDUCATION SYSTEM | |
| PUBLIC INTEREST PROJECTS | ||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | 133191113 | 501(C)(3) | $34,000 | SUPPORT GRASSROOTS COMMUNITY OTL NATIONWIDE EFFORTS | |
| RACE FORWARD | ||||||||
| 32 BROADWAY SUITE 1801 | NEW YORK | NY | 10004 | 942759879 | 501(C)(3) | $50,000 | TRAINING AND MESSAGING WORK IN SUPPORT OTL CAMPAIGN. | |
| RURAL COMMUNITY ALLIANCE | ||||||||
| 633 HIGHWAY 9 | FOX | AR | 72051 | 251917387 | 501(C)(3) | $45,000 | SUPPORT OTL CAMPAIGN IN ARKANSAS | |
| SOUTHERN EDUCATION FOUNDATION INC | ||||||||
| 135 AUBURN AVE NE 2ND FLOOR | ATLANTA | GA | 30303 | 135562388 | 501(C)(3) | $12,000 | CONVENING FOR A STRATEGY TO ADVANCE EQUITY & OPPORTUNITY IN THE SOUTH | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| CENTER FOR POLICING EQUALITY | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $795,000 | SUPPORT RESEARCH TO END ZERO-TOLERANCE POLICIES | |
| THE URBAN LEAGUE OF PHILADELPHIA | ||||||||
| 121 S BROAD STREET 9TH FLOOR | PHILADELPHIA | PA | 19107 | 231429810 | 501(C)(3) | $20,000 | PA CAMPAIGN FOR FAIR EDUCATION FUNDING | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | 510198509 | 501(C)(3) | $10,000 | PA CAMPAIGN FOR FAIR EDUCATION FUNDING | |
| YOUTHBUILD USA | ||||||||
| 58 DAY STREET | SOMERVILLE | MA | 02144 | 223076454 | 501(C)(3) | $41,200 | SUPPORT YOUNG'S YOUTH ORGANIZING EFFORTS IN BOSTON + CONFERENCE TRAVEL SUPPORT | |
| THE NEW PRESS INC | ||||||||
| 120 WALL STREET FL 31 | NEW YORK | NY | 10005 | 133584516 | 501(C)(3) | $5,000 | BOARD DISCRETIONARY GRANT | |
| XAVIER UNIVERSITY OF LOUISIANA | ||||||||
| OFFICE OF ALUMNI RELATIONS 1 DREXEL | NEW ORLEANS | LA | 70125 | 720635884 | 501(C)(3) | $5,000 | BOARD DISCRETIONARY GRANT | DRIVE BOX 66 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ADHERES TO A STRICT POLICY FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES BY (1) ENABLING IT TO RETAIN CONTROL AND DISCRETION AS TO THE USE OF THE FUNDS; (2) MAINTAINING RECORDS THAT ESTABLISH THAT THE FUNDS WERE USED FOR EXEMPT PURPOSES; AND (3) LIMITING THE DISTRIBUTION OF FUNDS TO SPECIFIC PROJECTS THAT ARE IN FURTHERANCE OF ITS OWN EXEMPT PURPOSE. IN ADDITION, EACH POTENTIAL GRANTEE MUST SUBMIT A GRANT PROPOSAL TO THE ORGANIZATION WHICH OUTLINES THE GRANT AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT. THE ORGANIZATION WILL THEN CONDUCT A PRE-GRANT INQUIRY WHICH ADDRESSES THE FOLLOWING: (1) THE IDENTITY, PRIOR HISTORY, AND EXPERIENCE OF THE GRANTEE ORGANIZATION AND ITS MANAGERS; (2) WHETHER THE GRANTEE HAS A HISTORY OF COMPLIANCE WITH THE TERMS OF PREVIOUS GRANTS; (3) THE CURRENT PROJECT; AND THE CONNECTION TO THE ORGANIZATION'S MISSION. AFTER THE GRANT HAS BEEN APPROVED, A GRANT AWARD LETTER IS SENT TO THE GRANTEE DISCUSSING THE TERMS OF THE GRANT. THIS LETTER REQUIRES THE GRANTEE TO FURNISH THE GRANTOR WITH A REPORT ON THE USE OF THE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H JACKSON | ||||||||||||||
| PRESIDENT & CEO | $329,232 | $0 | $35,000 | $0 | $1,500 | $0 | $20,800 | $0 | $24,926 | $0 | $411,458 | $0 | $0 | $0 |
| CASSIE SCHWERNER | ||||||||||||||
| SENIOR VP OF PROGRAMS | $164,986 | $0 | $8,000 | $0 | $1,500 | $0 | $14,000 | $0 | $28,984 | $0 | $217,470 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. |
| PART I, LINE 7 | JOHN JACKSON'S BONUSES ARE DECIDED BY THE EXECUTIVE COMMITTEE AND THE BOARD. CASSIE SCHWERNER'S BONUS IS DECIDED BY JOHN JACKSON AND IS BASED ON EMPLOYEE PERFORMANCE AND THE BUDGET OF THE ORGANIZATION. OTHER EMPLOYEES' BONUSES ARE DECIDED BY THE CEO BASED ON THEIR PERFORMANCE AND THE BUDGET OF THE ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GREG JOBIN-LEEDS AND MARIA JOBIN-LEEDS ARE HUSBAND AND WIFE. GREG JOBIN-LEEDS IS THE SON OF LISELOTTE J. LEEDS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM. A SET OF PARAMETERS INCLUDING SALARY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITMENT FIRM. THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND AND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE EXECUTIVE COMMITTEE MANAGES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAROLINE & SIGMUND SCHOTT FUND | ||||||||||
| 675 MASSACHUSETTS AVENUE 8TH FL | CAMBRIDGE | MA | 02139 | 112856561 | PRIVATE GRANTMAKING FOUNDATION | DE | 501(C)(3) | PF | N/A | Yes (1) |
| THE OPPORTUNITY TO LEARN ACTION FUND | ||||||||||
| 675 MASSACHUSETTS AVENUE 8TH FL | CAMBRIDGE | MA | 02139 | 274836929 | ADVOCACY ORGANIZATION - EDUCATIONAL | DC | 501(C)(4) | N/A | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CAROLINE & SIGMUND SCHOTT FUND | ||
| C | $1,060,000 | CASH |
| CAROLINE & SIGMUND SCHOTT FUND | ||
| L | $20,000 | CASH |
| OPPORTUNITY TO LEARN ACTION FUND | ||
| N | $4,569 | CASH |
| OPPORTUNITY TO LEARN ACTION FUND | ||
| O | $114,933 | CASH |
| OPPORTUNITY TO LEARN ACTION FUND | ||
| Q | $13,225 | CASH |
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