2014-10-28T12:56:54-05:00 2014-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2013-07-01 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 2014-10-28 1 SHERISE D RITTER CPA P00039222 6096899700 2013 2015-11-30 17:44:51Z DR STEPHANIE HULL 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 30068949 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 26 25 42 32 0 0 21314701 15349310 0 0 253986 101550 192 0 21568879 15450860 10067395 12535948 0 0 4468103 4881328 125914 119427 669061 3203446 3004223 17864858 20540926 3704021 -5090066 38984699 35744598 2893091 4521155 36091608 31223443 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 6465599 4734087 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. 12290611 7757512 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 PREPARATIONS FOR TEACHING, AND SUPPORT THEIR COMMITMENT TO LONG-TERM CAREERS IN HIGH-NEED URBAN AND RURAL SCHOOLS. 59596 44350 SCHOOL PARTNERSHIPS DEVELOPS NEW MODELS OF SCHOOL STRUCTURES THAT FOSTER COLLEGE READINESS AND COLLEGE SUCCESS AMONG UNDERSERVED STUDENTS WHO MIGHT NOT OTHERWISE HAVE THE PREPARATION TO MAKE COLLEGE POSSIBLE. 18815806 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 1 215 0 42 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 AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NY IN NC ND OH OK OR PA RI SC TN UT VA VT WA WV IA WI NM X DR STEPHANIE HULL 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 LAUREN MADDOX TRUSTEE 1.00 X 0 0 0 ARTHUR LEVINE PRESIDENT 40.00 X X 447500 0 27932 FREDERICK LA GRAUER TRUSTEE 1.00 X 0 0 0 WALTER W BUCKLEY JR CHAIR 5.50 X X 0 0 0 CHRISTEL DEHAAN TRUSTEE 2.50 X 0 0 0 JANE PHILLIPS DONALDSON TRUSTEE 1.00 X 0 0 0 JENNIFER GRUENBERG TRUSTEE 0.50 X 0 0 0 N GERRY HOUSE TRUSTEE 2.00 X 0 0 0 THOMAS C HUDNUT TRUSTEE 5.00 X 0 0 0 JOHN KATZMAN TRUSTEE 1.00 X 0 0 0 SHIRLEY STRUM KENNY TRUSTEE 1.00 X 0 0 0 CARL F KOHRT 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 NANCY WEISS MALKIEL TRUSTEE 1.00 X 0 0 0 KAREN OSBORNE TRUSTEE 1.00 X 0 0 0 MATTHEW PITTINSKY TRUSTEE 0.50 X 0 0 0 JUDITH A RIZZO TRUSTEE 1.00 X 0 0 0 JEFFREY L SKELTON TRUSTEE 1.00 X 0 0 0 LUTHER TAI TRUSTEE 4.00 X 0 0 0 JAY P URWITZ TRUSTEE 3.00 X 0 0 0 GEORGE A WEISS TRUSTEE 5.00 X 0 0 0 PAUL J WEISSMAN TRUSTEE 1.00 X 0 0 0 CARL FERENBACH TRUSTEE 0.50 X 0 0 0 E JOHN RICE JR TRUSTEE 1.00 X 0 0 0 RAYMOND CLARK TREASURER/SENIOR VICE PRES 4.00 X 67600 0 0 BEVERLY SANFORD SECRETARY/VICE PRESIDENT - 40.00 X 186495 0 25411 STEPHANIE HULL EXECUTIVE VP AND COO 40.00 X 360455 0 32061 AUDRA WATSON PROG. OFFICER & DIR. OF MENTOR 32.00 X 106702 0 17794 NAN ROSSIEN CONTROLLER 40.00 X 130816 0 15678 THOMAS BORDENKIRCHER STATE DIRECTOR, TEACHING FELLOWSHIPS 40.00 X 130054 0 14253 LEANN BUNTROCK DIRECTOR, MBA IN EDUC. LEADERSHIP 40.00 X 126858 0 20822 CARYL MCFARLANE SR. PROG. OFFICER/DIR. OF PICKERING 40.00 X 101916 0 30052 1658396 0 184003 8 0 1 0 WORLDCLASS LLC 1248 LOST WOODS ROAD OCONOMOWOC WI 53066 PROGRAM CONSULTING 152989 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20008 SOLICITATION OF GOVERNMENT GRANTS 119427 CLEARVIEW CONSULTING LLC 177 PILGRIM DRIVE HOLDEN MA 01520 PROGRAM CONSULTING 100985 3 4724770 10624540 580720 15349310 184628 184628 14535011 14618089 -83078 -83078 -83078 15450860 0 0 101550 2168041 2168041 10367907 10367907 1314023 968080 295610 50333 2845257 2311021 240856 293380 469557 378172 42808 48577 252491 199874 30769 21848 2178 2178 33800 33800 119427 119427 51067 14516 33414 3137 1215653 1160348 12269 43036 797455 436039 283066 78350 868110 811808 45329 10973 35960 35960 20540926 18815806 1056059 669061 1385880 1494592 500983 1403953 15292929 13757568 141005 56232 245291 193545 87706 51746 21576196 18980507 38984699 35744598 401229 342653 2451500 4155000 40362 23502 2893091 4521155 X 652113 1570557 33809800 28023191 1629695 1629695 36091608 31223443 38984699 35744598 -5090066 221901 0 X X 0 1 X 1 1 1 X 27319842 16838787 21288273 21307505 15361476 102115883 27319842 16838787 21288273 21307505 15361476 102115883 33983792 68132091 588427 353663 298577 260881 184627 1686175 1020 2926 535 192 4673 103806731 0.65630 0.59700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1629695 149342 149342 1629695 2355362 586 131018 857271 1629695 2263154 92208 31476 31476 2355362 2263154 20508 20508 2263154 2263154 5837 5837 2263154 1.00000 0 0 18170 11160 7010 227121 182385 44736 51746 CAPITAL LEASES 23502 23502 X 15672761 221901 221901 15450860 0 15450860 20540926 0 20540926 0 20540926 PART V, LINE 4: THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS. PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO JUNE 30, 2011. X X X X 1 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20001 SOLICITATION OF GOVERNMENT GRANTS 0 0 119427 -119427 119427 -119427 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 CURRY SCHOOL OF EDUCATION FOUNDATION - UNIVERSITY OF VIRGINIA 405 EMMET STREET SOUTH CHARLOTTESVILLE VA 22904 510201344 501(C)(3) 55800 TEACHING & LEADERSHIP FELLOWSHIPS INDIANA UNIVERSITY 420 UNIVERSITY BOULEVARD INDIANAPOLIS IN 46226 356001673 501(C)(3) 120245 TEACHING & LEADERSHIP FELLOWSHIPS PURDUE UNIVERSITY 400 CENTRAL DRIVE WEST LAFAYETTE IN 60673 356002041 501(C)(3) 38000 TEACHING & LEADERSHIP FELLOWSHIPS STANFORD UNIVERSITY 875 BLAKE WILBUR DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 152400 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF MICHIGAN 440 CHURCH STREET ANN ARBOR MI 48109 386006309 501(C)(3) 12094 TEACHING & LEADERSHIP FELLOWSHIPS WAYNE STATE UNIVERSITY 42 WEST WARREN AVENUE DETROIT MI 48202 383555142 501(C)(3) 120527 TEACHING & LEADERSHIP FELLOWSHIPS WESTERN MICHIGAN UNIVERSITY 1903 WESTERN MICHIGAN AVENUE KALAMAZOO MI 49008 386007327 501(C)(3) 133731 TEACHING & LEADERSHIP FELLOWSHIPS EASTERN MICHIGAN UNIVERSITY 900 OAKWOOD STREET YPSILANTI MI 48197 382953297 501(C)(3) 272000 TEACHING & LEADERSHIP FELLOWSHIPS MICHIGAN STATE UNIVERSITY 426 AUDITORIUM BOULEVARD EAST LANSING MI 48824 386005984 501(C)(3) 128674 TEACHING & LEADERSHIP FELLOWSHIPS MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 501(C)(3) 148940 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF INDIANAPOLIS 1401 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 341700 TEACHING & LEADERSHIP FELLOWSHIPS BALL STATE UNIVERSITY 2100 RIVERSIDE AVE MUNCIE IN 47306 356000221 501(C)(3) 135727 TEACHING & LEADERSHIP FELLOWSHIPS KENNESAW STATE UNIVERSITY 1000 CHASTAIN ROAD KENNESAW GA 30144 371535589 501(C)(3) 65000 TEACHING & LEADERSHIP FELLOWSHIPS ESSEX COUNTY COLLEGE 303 UNIVERSITY AVENUE NEWARK NJ 07102 221821292 501(C)(3) 15457 SCHOOLS NEWARK PUBLIC SCHOOLS 2 CEDAR STREET NEWARK NJ 07102 226002140 501(C)(3) 13586 SCHOOLS SEATTLE PUBLIC SCHOOLS 2445 3RD AVENUE S SEATTLE WA 98134 916001541 501(C)(3) 28800 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 129600 TEACHING & LEADERSHIP FELLOWSHIPS UNIVERSITY OF WASHINGTON 3917 UNIVERSITY WAY NE SEATTLE WA 98105 916001537 501(C)(3) 164400 TEACHING & LEADERSHIP FELLOWSHIPS VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 350868125 501(C)(3) 70000 TEACHING & LEADERSHIP FELLOWSHIPS JEFFERSON COMMUNITY 109 EAST BROADWAY LOUISVILLE KY 40202 237035648 501(C)(3) 5667 SCHOOLS GRAND VALLEY STATE UNIVERSITY ONE CAMPUS DRIVE ALLENDALE MI 49401 381684280 501(C)(3) 6052 TEACHING & LEADERSHIP FELLOWSHIPS 19 DISSERTATION FELLOWSHIPS 22 550000 DISSERTATION/RESEARCH/TRAVEL FELLOWSHIPS 22 150000 CAREER ENHANCEMENT FELLOWSHIPS 48 680650 FOREIGN AFFAIRS FELLOWSHIPS 122 3303435 NATIONAL TEACHING FELLOWSHIPS 24 175000 STUDENT LOAN REPAYMENTS 6 7200 FELLOWSHIP PAYMENTS 225 3951622 WOMEN'S STUDIES FELLOWSHIPS 10 50000 EDUCATION MBA FELLOWSHIPS 30 1500000 DXJ - 09/26/11 05:38PM INTERVIEW FORM 990I-3 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 447500 0 0 0 0 0 25500 0 2432 0 475432 0 0 0 BEVERLY SANFORD SECRETARY/VICE PRESIDENT - 186495 0 0 0 0 0 18849 0 6562 0 211906 0 0 0 STEPHANIE HULL EXECUTIVE VP AND COO 360455 0 0 0 0 0 25500 0 6561 0 392516 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 119427 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 580720 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 ARE 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. 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. 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.