2015-10-28T14:06:08-05:00 2015-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2014-07-01 210703075 THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION WOOD 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 DR STEPHANIE HULL EXECUTIVE VICE PRESIDENT & COO 6094527007 2015-10-28 1 SHERISE D RITTER CPA P00039222 6096899700 2014 2016-02-25 16:41:14Z DR STEPHANIE HULL 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 50379834 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 26 25 53 25 0 0 15349310 36356579 0 0 101550 271562 0 1535 15450860 36629676 12535948 16117665 0 0 4881328 5568064 119427 120000 624931 3004223 3719369 20540926 25525098 -5090066 11104578 35744598 47989811 4521155 5633573 31223443 42356238 TO RECEIVE AND ADMINISTER FUNDS FOR THE ESTABLISHMENT AND MAINTENANCE OF VARIOUS EDUCATIONAL PROGRAMS THAT SUPPORT, STRENGTHEN, AND PROMOTE EXCELLENCE AND OPPORTUNITY FOR STUDENTS AND TEACHERS AT ALL LEVELS OF EDUCATION, FROM PRIMARY GRADES TO THE DOCTORAL LEVEL. 0 0 6560446 5086109 HIGHER EDUCATION FELLOWSHIPS INCLUDE A SUITE OF FELLOWSHIPS THAT SUPPORT THE DEVELOPMENT OF FUTURE LEADERS AT A VARIETY OF CAREER STAGES IN SEVERAL CRITICAL FIELDS. THESE PROGRAMS SUPPORT YOUNG FACULTY IN CONTINUING THEIR CAREERS, STRENGTHEN THE REPRESENTATION OF DIVERSE GROUPS IN THE PROFESSORIATE AND DEVELOP LEADERS IN SUCH AREAS AS GENDER STUDIES AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE. 17219684 11031556 TEACHING AND LEADERSHIP FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR SCHOOL LEADERSHIP AS WELL AS TEACHING IN HIGH-NEED SUBJECTS LIKE MATHEMATICS AND THE SCIENCES, TRANSFORM THEIR CLINICAL PREPARATION FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS. 23780130 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 245 0 53 1 0 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ AK AL AR CA CT FL GA HI IL KS KY ME MD MA MN MS NH NY NC ND OK OR PA RI SC TN UT VA WV WI NM X DR STEPHANIE HULL 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 WALTER W BUCKLEY JR CHAIR 5.50 X X 0 0 0 ARTHUR LEVINE PRESIDENT 40.00 X X 525000 0 28386 STEPHANIE HULL EXECUTIVE VP AND COO 40.00 X 360859 0 31655 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 40.00 X 191914 0 25602 RAYMOND CLARK TREASURER/SENIOR VP 8.00 X 16100 0 0 JANE PHILLIPS DONALDSON TRUSTEE 1.00 X 0 0 0 CARL FERENBACH TRUSTEE 0.50 X 0 0 0 JENNIFER GRUENBERG TRUSTEE 1.00 X 0 0 0 N GERRY HOUSE TRUSTEE 3.00 X 0 0 0 THOMAS C HUDNUT TRUSTEE 5.00 X 0 0 0 ROBERT F JOHNSTON TRUSTEE 1.00 X 0 0 0 JOHN KATZMAN TRUSTEE 1.00 X 0 0 0 SHIRLEY STRUM KENNY TRUSTEE 2.00 X 0 0 0 JAN KRUKOWSKI TRUSTEE 2.00 X 0 0 0 WILLIAM LILLEY III TRUSTEE 4.00 X 0 0 0 FRANCISCO A LORENZO TRUSTEE 1.00 X 0 0 0 LAUREN MADDOX TRUSTEE 1.00 X 0 0 0 NANCY WEISS MALKIEL TRUSTEE 1.00 X 0 0 0 KAREN OSBORNE TRUSTEE 1.00 X 0 0 0 DEBORAH H QUAZZO TRUSTEE 1.00 X 0 0 0 MATTHEW PITTINSKY TRUSTEE 1.00 X 0 0 0 E JOHN RICE JR TRUSTEE 1.00 X 0 0 0 JUDITH A RIZZO TRUSTEE 1.00 X 0 0 0 SUNA SAID TRUSTEE 2.00 X 0 0 0 JEFFREY L SKELTON TRUSTEE 1.00 X 0 0 0 LUTHER TAI TRUSTEE 6.00 X 0 0 0 JAY P URWITZ TRUSTEE 2.00 X 0 0 0 GEORGE A WEISS TRUSTEE 5.00 X 0 0 0 JESSIE WOOLLEY-WILSON TRUSTEE 1.00 X 0 0 0 LEANN BUNTROCK DIRECTOR, MBA IN EDUC. 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PART X, LINE 2: THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) SO THIS DISCLOSURE IS NO LONGER REQUIRED BASED ON RECENT GUIDANCE BY THE AICPA. X X X X 1 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20001 SOLICITATION OF GOVERNMENT GRANTS 0 0 120000 -120000 120000 -120000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 BALL STATE UNIVERSITY 2100 RIVERSIDE AVE MUNCIE IN 47306 356000221 501(C)(3) 36000 TEACHING & LEADERSHIP FELLOWSHIPS COLUMBUS STATE UNIVERSITY 4225 UNIVERSITY AVENUE COLUMBUS GA 31907 586011208 501(C)(3) 160000 TEACHING & LEADERSHIP FELLOWSHIPS EASTERN MICHIGAN UNIVERSITY 900 OAKWOOD STREET YPSILANTI MI 48197 382953297 501(C)(3) 30000 TEACHING & LEADERSHIP FELLOWSHIPS GEORGIA STATE UNIVERSITY FOUNDATION 33 GILMER STREET SE ATLANTA GA 30302 586033185 501(C)(3) 160000 TEACHING & LEADERSHIP FELLOWSHIPS INDIANA STATE UNIVERSITY FOUNDATION 30 NORTH 5TH STREET TERRE HAUTE IN 47807 356045550 501(C)(3) 188000 TEACHING & LEADERSHIP FELLOWSHIPS INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 356001673 501(C)(3) 204926 TEACHING & LEADERSHIP FELLOWSHIPS KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FOUNDATION 1000 CHASTAIN ROAD KENNESAW GA 30144 371535589 501(C)(3) 80114 TEACHING & LEADERSHIP FELLOWSHIPS MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103694 501(C)(3) 1000000 TEACHING & LEADERSHIP FELLOWSHIPS MERCER UNIVERSITY 1400 COLEMAN AVENUE MACON GA 31207 580566167 501(C)(3) 160000 TEACHING & LEADERSHIP FELLOWSHIPS MICHIGAN STATE UNIVERSITY 426 AUDITORIUM BOULEVARD EAST LANSING MI 48824 386005984 501(C)(3) 100505 TEACHING & LEADERSHIP FELLOWSHIPS MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 501(C)(3) 250000 TEACHING & LEADERSHIP FELLOWSHIPS MONTCLAIR STATE UNIVERSITY 1 NORMAL AVE MONTCLAIR MONTCLAIR NJ 07043 226017209 501(C)(3) 50000 TEACHING & LEADERSHIP FELLOWSHIPS NEW MEXICO STATE UNIVERSITY 2850 WEDDELL STREET LAS CRUCES NM 88003 856000401 501(C)(3) 16230 TEACHING & LEADERSHIP FELLOWSHIPS PIEDMONT COLLEGE 1021 CENTRAL AVE DEMOREST GA 30535 580566212 501(C)(3) 160000 TEACHING & LEADERSHIP FELLOWSHIPS PURDUE UNIVERSITY 400 CENTRAL DRIVE WEST LAFAYETTE IN 60673 356002041 501(C)(3) 156000 TEACHING & LEADERSHIP FELLOWSHIPS ROWAN UNIVERSITY 201 MULLICA HILL RD GLASSBORO NJ 08028 222764819 501(C)(3) 50000 TEACHING & LEADERSHIP FELLOWSHIPS RUTGERS UNIVERSITY - CAMDEN 303 COOPER ST CAMDEN NJ 08102 226001086 501(C)(3) 50000 TEACHING & LEADERSHIP FELLOWSHIPS THE COLLEGE OF NEW JERSEY 2000 PENNINGTON RD EWING TOWNSHIP NJ 08618 222448189 501(C)(3) 50000 TEACHING & LEADERSHIP FELLOWSHIPS THE INSTITUTE OF PLAY 134 W 26TH ST 780 NEW YORK NY 10001 208220333 501(C)(3) 50000 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF INDIANAPOLIS 1401 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 110000 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF NEW MEXICO MSCO5 3090 ALBUQUERQUE NM 87131 237126805 501(C)(3) 204576 TEACHING & LEADERSHIP FELLOWSHIPS VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 350868125 501(C)(3) 52500 TEACHING & LEADERSHIP FELLOWSHIPS WAYNE STATE UNIVERSITY 42 WEST WARREN AVENUE DETROIT MI 48202 383555142 501(C)(3) 172406 TEACHING & LEADERSHIP FELLOWSHIPS WESTERN MICHIGAN UNIVERSITY 1903 WESTERN MICHIGAN AVENUE KALAMAZOO MI 49008 386007327 501(C)(3) 156166 TEACHING & LEADERSHIP FELLOWSHIPS WILLIAM PATERSON UNIVERSITY 300 POMPTON RD WAYNE NJ 07470 222781603 501(C)(3) 100000 TEACHING & LEADERSHIP FELLOWSHIPS 25 CHARLOTTE NEWCOMBE DISSERTATION FELLOWSHIPS 22 550000 MELLON FDN DISSERTATION/RESEARCH/TRAVEL FELLOWSHIPS AND CAREER ENHANCEMENT FELLOWSHIPS TUITION AND EDUCATION EXPENSES 77 1308000 WOMEN'S STUDIES FELLOWSHIPS 10 50000 US STATE DEPARTMENT FOREIGN AFFAIRS FELLOWSHIPS TUITION AND EDU. EXPENSES 109 3178110 ANNENBERG FDN NATIONAL TEACHING FELLOWSHIPS 18 18000 ROCKEFELLER BROTHERS FDN FELLOWSHIPS 12 270000 TEACHING FELLOWSHIPS 295 4271132 MBA FELLOWSHIPS 90 2725000 PART I, LINE 2: RECIPIENTS FOR ALL GRANTS AND FELLOWSHIPS ARE SELECTED FROM A POOL OF QUALIFIED APPLICANTS BY SELECTION COMMITTEES ACCORDING TO THE PROGRAM CRITERIA. RECIPIENTS ARE MONITORED THROUGHOUT THE TERM OF THE GRANT OR FELLOWSHIP BY FOUNDATION STAFF TO ENSURE THAT THEY CONTINUE TO MEET THE ELIGIBILITY CRITERIA SPECIFIC TO THEIR GRANT OR FELLOWSHIP PROGRAM. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ARTHUR LEVINE PRESIDENT 525000 0 0 0 0 0 26000 0 2386 0 553386 0 0 0 STEPHANIE HULL EXECUTIVE VP AND COO 360859 0 0 0 0 0 26000 0 5655 0 392514 0 0 0 BEVERLY SANFORD SECRETARY/VICE PRESIDENT 191914 0 0 0 0 0 19415 0 6187 0 217516 0 0 0 LEANN BUNTROCK DIRECTOR, MBA IN EDUC. LEA 249586 0 0 0 0 0 25375 0 14969 0 289930 0 0 0 JOSE OCHOA DIRECTOR, TEACHING FELLOWSHIPS 163475 0 0 0 0 0 16375 0 2576 0 182426 0 0 0 DAVID ZAROWIN DIRECTOR, TEACHING AND LEARNING LAB 181322 0 0 0 0 0 0 0 2018 0 183340 0 0 0 PEGGY MOORHEAD SEAS VICE PRESIDENT FOR DEVELOPMENT 167419 0 0 0 0 0 13042 0 14229 0 194690 0 0 0 THOMAS BORDENKIRCHER STATE DIRECTOR, TF 143170 0 0 0 0 0 14591 0 6347 0 164108 0 0 0 NAN ROSSIEN CONTROLLER 129959 0 0 0 0 0 13557 0 16939 0 160455 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS FOR A CLUB MEMBERSHIP THAT ALLOWS FOR USE OF MEETING SPACE BY FOUNDATION EMPLOYEES IN NEW YORK CITY. THE CLUB MEETING SPACE IS USED PRIMARILY FOR THE PRESIDENT AND EXECUTIVE VICE PRESIDENT & COO TO MEET WITH PROSPECTIVE DONORS AND PARTNERS IN THE NEW YORK CITY AREA. THE CLUB MEETING SPACE IS ONLY USED FOR FOUNDATION BUSINESS BY FOUNDATION EMPLOYEES, AND PERSONAL MEALS AND EXPENSES INCURRED BY FOUNDATION EMPLOYEES AT THE CLUB ARE NOT REIMBURSED BY THE FOUNDATION. LAUREN MADDOX LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP 120000 THE FOUNDATION ENGAGED THE PODESTA GROUP TO ASSIST WITH PROCURING GOVERNMENT GRANTS FOR THE FOUNDATION. LAUREN MADDOX RECEIVES NO EXTRA COMPENSATION AS A RESULT OF THIS ARRANGEMENT. 0 X 6 1191358 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 DRAFT OF FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR ITS REVIEW. A FINAL COPY OF THE 990 IS MADE AVAILABLE TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS ALL BOARD MEMBERS AND KEY EMPLOYEES AN ANNUAL CONFLICT OF INTEREST POLICY CERTIFICATION, IN ADDITION ALL BOARD MEMBERS AND KEY EMPLOYEES ARE SENT AN ANNUAL FORM 990 DISCLOSURE, WHICH REQUESTS DISCLOSURE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD, BASED ON A BENCHMARKING STUDY PROVIDED TO THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND 1023 ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D) FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.