2013-10-30T07:23:03-05:00 2013-06-30 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2012-07-01 760794873 EDVESTORSINCORPORATED EDVE 6175855740 140 CLARENDON STREET SUITE 305 BOSTON MA 02116 LAURA PERILLE 6175855740 2013-10-15 1 JEFFREY T ROGERS P01074284 6177427788 2012 2016-03-07 17:11:31Z LAURA PERILLE 140 CLARENDON STREET SUITE 305 BOSTON MA 02116 1900110 0 X WWW.EDVESTORS.ORG X 2005 MA EDVESTORS IS A DYNAMIC SCHOOL CHANGE ORGANIZATION FOCUSED ON ACCELERATING SUBSTANTIVE IMPROVEMENT IN URBAN SCHOOLS THROUGH STRATEGIC PHILANTHROPY, EDUCATION EXPERTISE, AND HANDS-ON IMPLEMENTATION, WORKING IN PARTNERSHIP WITH DONORS AND FRONTLINE EDUCATION LEADERS. SINCE 2002, THE ENTREPRENEURIAL NONPROFIT HAS RAISED AND DIRECTED OVER $16 MILLION IN PRIVATE DONATIONS FOR URBAN SCHOOL IMPROVEMENT EFFORTS IN BOSTON THROUGH EDVESTORS' URBAN EDUCATION INVESTMENT PORTFOLIO, THE BPS ARTS EXPANSION INITIATIVE, THE SCHOOL ON THE MOVE PRIZE, AND THE IMPROVING SCHOOLS INITIATIVE, PARTNERING WITH A COHORT OF HIGH-NEED SCHOOLS TO ACCELERATE IMPROVEMENT. 12 12 16 73 0 0 7555129 1898228 0 0 2740 1882 0 0 7557869 1900110 1351220 1019000 0 0 773527 1002685 0 0 283395 783671 1424430 2908418 3446115 4649451 -1546005 7058025 4853808 1339056 680844 5718969 4172964 X EDVESTORS IS A DYNAMIC SCHOOL CHANGE ORGANIZATION FOCUSED ON ACCELERATING SUBSTANTIVE IMPROVEMENT IN URBAN SCHOOLS THROUGH STRATEGIC PHILANTHROPY, EDUCATION EXPERTISE, AND HANDS-ON IMPLEMENTATION, WORKING IN PARTNERSHIP WITH DONORS AND FRONTLINE EDUCATION LEADERS. SINCE 2002, THE ENTREPRENEURIAL NONPROFIT HAS RAISED AND DIRECTED OVER $16 MILLION IN PRIVATE DONATIONS FOR URBAN SCHOOL IMPROVEMENT EFFORTS IN BOSTON THROUGH EDVESTORS' URBAN EDUCATION INVESTMENT PORTFOLIO, THE BPS ARTS EXPANSION INITIATIVE, THE SCHOOL ON THE MOVE PRIZE, AND THE IMPROVING SCHOOLS INITIATIVE, PARTNERING WITH A COHORT OF HIGH-NEED SCHOOLS TO ACCELERATE IMPROVEMENT. 0 0 1802392 749000 706851 ARTS EXPANSION INITIATIVE - A MULTI-YEAR INITIATIVE IN PARTNERSHIP WITH THE BOSTON PUBLIC SCHOOLS TO EXPAND ARTS INSTRUCTION, BUILD DISTRICT CAPACITY, AND IMPROVE COORDINATION AMONG SCHOOLS, ARTS AND CULTURAL ORGANIZATIONS AND HIGHER EDUCATION INSTITUTIONS. EDVESTORS IS THE LEAD IMPLEMENTATION PARTNER WORKING CLOSELY WITH THE SCHOOL DISTRICT, FUNDERS, AND PARTNERS TO INCREASE ACCESS TO EQUITABLY DISTRIBUTED, HIGH-QUALITY ARTS OPPORTUNITIES FOR BOSTON PUBLIC SCHOOL STUDENTS. NOTE: BALANCE OF EXPENSES COVERED BY MULTI-YEAR GRANT RECEIVED IN PRIOR FISCAL YEAR. 551853 254658 IMPROVING SCHOOLS INITIATIVE - AN INITIATIVE DESIGNED TO ENGAGE IN A DEEP SCHOOL IMPROVEMENT PARTNERSHIP WITH AN INITIAL COHORT OF THREE SCHOOLS TO PROVIDE IMPLEMENTATION SUPPORT AND RESOURCES AIMED AT ACCELERATING THEIR IMPROVEMENT TRAJECTORY OVER A THREE-YEAR PERIOD. SCHOOLS WILL RECEIVE TACTICAL SUPPORT AND RESOURCES TO IMPLEMENT IMPROVEMENT STRATEGIES TAILORED TO SCHOOL NEEDS, COUPLED WITH COACHING, FACILITATION AND CHANGE PROCESS MANAGEMENT.NOTE: BALANCE OF EXPENSES ARE COVERED BY GENERAL OPERATING REVENUE OF THE ORGANIZATION. 307224 170000 161411 URBAN EDUCATION INVESTMENT PORTFOLIO AND SCHOOL-BASED INVESTMENTS - THROUGH RIGOROUS DUE DILIGENCE AND EDUCATION EXPERTISE, EDVESTORS IDENTIFIES PROMISING SCHOOL IMPROVEMENT STRATEGIES FROM AMONG A WIDE RANGE OF APPLICANTS INCLUDING INDIVIDUAL SCHOOLS, NONPROFIT PARTNERS, AND DISTRICT LEADERS. THE TOP FINALISTS ARE FEATURED IN THE ANNUAL SHOWCASE, WHERE DONORS HAVE A UNIQUE OPPORTUNITY TO HEAR DIRECTLY FROM PROGRAM LEADERS ABOUT THEIR STRATEGIES AND SELECT INITIATIVES THEY WISH TO FUND. EDVESTORS THEN SUPPORTS EACH FUNDED INITIATIVE WITH OUTCOME MEASUREMENT AND IMPLEMENTATION ASSISTANCE. NOTE: BALANCE OF EXPENSES ARE COVERED BY GENERAL OPERATING REVENUE OF THE ORGANIZATION. 254524 100000 113000 SCHOOL ON THE MOVE PRIZE - HIGHLIGHTS THE CHALLENGING WORK AND LESS PUBLICIZED ACHIEVEMENTS OF SCHOOLS THAT ARE CLOSING THE ACHIEVEMENT GAP FOR ALL STUDENTS. THE PRIZE INCLUDES A MONETARY AWARD TO THE WINNING SCHOOL FOR DISCRETIONARY SCHOOL IMPROVEMENT AND FUNDING TO FACILITATE THE SHARING OF BEST PRACTICES. OTHER PROGRAM SERVICES ALSO INCLUDES EXPENSES IN SUPPORT OF ALL PROGRAMS. 254524 100000 113000 2915993 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 52 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X LAURA PERILLE 6175855740 140 CLARENDON STREET SUITE 305 BOSTON MA 02116 DAVID SIMON 1.00 X X 0 0 0 KATHERINE S MCHUGH 1.00 X X 0 0 0 WILLIAM SCHAWBEL 1.00 X 0 0 0 HARDIN COLEMAN 1.00 X 0 0 0 PHILIP GORDON 1.00 X 0 0 0 MICHAEL MARINO 1.00 X 0 0 0 WILLIAM DANDRIDGE 1.00 X 0 0 0 MICHAEL DOUVADJIAN 1.00 X 0 0 0 KATE GUEDJ 1.00 X 0 0 0 STEVEN KOPPEL 1.00 X X 0 0 0 WENDELL KNOX 1.00 X X 0 0 0 KATHERINE GROSS 1.00 X 0 0 0 LAURA PERILLE 40.00 X 142076 0 10740 JANET ANDERSON 32.00 X 68572 0 21353 ROBERT ZACCARDI 40.00 X 137696 0 9823 348344 0 41916 2 0 1 0 NORBELLA INC 46 PLYMPTON STREET 3RD FLOOR BOSTON MA 02218 COMMUNICATIONS 122028 PROVERB LLC 543 ALBANY STREET BOSTON MA 02218 COMMUNICATIONS 113303 2 1898228 1898228 1882 1882 1900110 0 0 1882 1019000 1019000 340649 117437 64312 158900 529083 401068 85718 42297 64278 54036 10242 68675 37696 17793 13186 212294 143000 28395 40899 8693 1516 7177 89298 75602 6349 7347 4403 760 779 2864 40198 20985 5390 13823 1832 1832 1974 1671 141 162 PROGRAM EXPENSES 1022359 1022359 COMMUNICATIONS 12357 10669 783 905 PRINTING AND PUBLICATIO 12296 8338 1062 2896 ADMINISTRATIVE 10297 10291 6 8429 1856 6463 110 3446115 2915993 246727 283395 550647 337227 2393537 862170 1248000 2648658 16393 11190 24911 24911 1974 0 2847474 994563 7058025 4853808 40594 20714 1191429 533778 12500 0 94533 126352 1339056 680844 X 313156 438062 5405813 3734902 5718969 4172964 7058025 4853808 -1546005 0 X 0 1 X 1 0 X 2126559 4240305 1947353 7555129 1898228 17767574 281884 125359 42000 449243 2408443 4365664 1989353 7555129 1898228 18216817 0 0 0 18216817 6575 8931 6780 2740 1882 26908 6575 8931 6780 2740 1882 26908 2415018 4374595 1996133 7557869 1900110 18243725 0.99850 0.99790 0.00150 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24911 24911 0 0 DEPOSITS 6682 LONG TERM PLEDGES RECEIVABLE 987881 994563 ACCRUED LIABILITIES 126352 126352 1900110 0 1900110 0 1900110 3446115 0 3446115 0 3446115 1 BERKLEE COLLEGE OF MUSIC 1140 BOYLSTON STREET BOSTON MA 02115 042300472 60000 BERKLEE CITY MUSIC - FACULTY OUTREACH INITATIVE BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 75000 BPS INCLUSIVE SCHOOLS NETWORK BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 40000 COUNTDOWN TO HIGH SCHOOL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 75000 DEVER-MCCORMACK DUAL LANGUAGE EXPANSION BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 60000 TECHBOSTON ACADEMY - DEVELOPING MATHEMATICIANS BPE 27-43 WORMWOOD STREET SUITE 110 BOSTON MA 02210 222667403 75000 DUDLEY STREET NEIGHBORHOOD CHARTER SCHOOL CENTER FOR COLLABORATIVE EDUCATION 33 HARRISON AVENUE 6TH FLOOR BOSTON MA 02111 043241676 50000 BOSTON INTERNATIONAL & NEWCOMERS ACADEMY (BINCA) CRISTO REY BOSTON 100 SAVIN HILL AVENUE BOSTON MA 02125 562438544 25000 STUDENT RETENTION INITIATIVE PLAYWORKS 29 GERMANIA ST BOSTON MA 02130 943251867 50000 LET'S MOVE IN BPS - PLAYWORKS AND BPS HEALTH & WELLNESS 826 BOSTON INC 3035 WASHINGTON ST ROXBURY MA 02119 208065915 10000 826 BOSTON - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 ACTORS' SHAKESPEARE PROJECT 191 HIGHLAND AVE SOMERVILLE MA 02143 200815685 40000 ACTORS' SHAKESPEARE PROJECT - BDEA, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012-13 ARTISTS FOR HUMANITY 100 W 2ND ST BOSTON MA 02127 043138434 12000 ARTISTS FOR HUMANITY - PERRY, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BALLETROX 284 AMORY ST JAMAICA PLAIN MA 02130 043140205 15000 BALLETROX - KENNY, MATHER, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON CHILDREN'S CHORUS 112 SHAWMUT AVE BOSTON MA 02118 651188279 25000 BOSTON CHILDREN'S CHORUS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON DANCE ALLIANCE 19 CLARENDON ST BOSTON MA 02116 043064755 20000 EXCEL HS AND URBANITY DANCE - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 18000 BURKE - UNDERGROUND RAILWAY, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 CHARLESTOWN - ACTORS' SHAKESPEARE PROJECT, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 15000 DORCHESTER - CREATIVITY LAB, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 12000 EDISON K8, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 15000 ELLIS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 GARDNER - YOUNG AUDIENCES OF MASSACHUSETTS, ART RESOURCE COLLABORATIVE FOR KIDS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 15000 MAKING MUSIC MATTERS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 18000 O'BRYANT - JANICE ROGOVIN, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 OTIS- ONE WORLD CLASSROOMS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 QUINCY - BLUEBRICK STUDIOS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 UMANA- ZUMIX, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 CHARLESTOWN WORKING THEATER ELIOT SCHOOL OF FINE ART 442 BUNKER HILL STREET CHARLESTOWN MA 02129 042173050 7500 WARREN PRESCOTT, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 CITY STAGE COMPANY 539 TREMONT STREET BOSTON MA 02116 510147180 44500 CITY STAGE, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2012-13 AND ROUND 4 2012- 13 COMMUNITY ARTS ADVOCATES INC 39 ROBESON ST BOSTON MA 02130 710877553 8000 NEW MISSION W. HUMANO - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 COMPANY ONE 539 TREMONT STREET BOSTON MA 02116 043444644 40000 COMPANY ONE - USA, ACC AND BATA, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012- 13 COOPERATIVE ARTISTS INSTITUTE 311 FOREST HILLS ST JAMAICA PLAIN MA 02130 237089743 15000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 ELIOT SCHOOL OF FINE ARTS 24 ELIOT ST JAMAICA PLAIN MA 02130 042173050 25000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 FENWAY HIGH SCHOOL FUND 174 IPSWICH STREET BOSTON MA 02215 046719813 13000 FENWAY SOPHOMORE ELECTIVES,TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 HOME INC 306 MARTIN LUTHER KING BLVD ROXBURY MA 02119 042635141 25000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012-13 HUNTINGTON THEATRE COMPANY 264 HUNTINGTON AVENUE BOSTON MA 02115 222659560 48000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012-13 HYDE SQUARE TASK FORCE 375 CENTRE STREET JAMAICA PLAIN MA 02130 043118543 20000 JFKENNEDY-HYDE SQUARE - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 MASSLEAP 93 GLEN STREET SOMERVILLE MA 02145 270584283 28400 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 ORIGINATION 11 WALNUT PARK ROXBURY MA 02119 043346266 15000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 042678255 37000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012-13 UNITED SOUTH END SETTLEMENTS 566 COLUMBUS AVE BOSTON MA 02118 042104280 22000 USES - HURLEY - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 URBANARTS INC 29 GERMANIA STREET JAMAICA PLAIN MA 02130 042712822 20000 URBAN ARTS - MARGARITA MUNIZ ACADEMY - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 URBANITY DANCE 280 SHAWMUT AVE 1 BOSTON MA 02118 043064755 25000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 URBANO PROJECT 29 GERMANIA ST JAMAICA PLAIN MA 02130 453346266 16000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 UNITED SOUTH END SETTLEMENTS 566 COLUMBUS AVE BOSTON MA 02118 042104280 10000 USES - HURLEY, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 VISUAL UNDERSTANDING IN EDUCATION 109 SOUTH 5TH STREET BROOKLYN NY 11211 043299055 18000 VUE - TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 4 2012- 13 VSA MASSACHUSETTS 89 SOUTH ST 101 BOSTON MA 02111 042699540 69000 TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 YOUTH AND FAMILY ENRICHMENT SERVICES 1234 HYDE PARK AVE 104 BOSTON MA 02136 050588064 41000 YOFES - BINCA,TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012-13 ZUMIX INC 260 SUMNER STREET EAST BOSTON MA 02128 043132674 38000 ZUMIX, EAST BOSTON HS, TO EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS - ROUND 5 2013-14 AND ROUND 4 2012-13 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 5000 ROOSEVELT K8 (ALGEBRA SUCCESS GRANT) BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 2000 CURLEY K8 (ALGEBRA SUCCESS GRANT) BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 11000 MARIO UMANA ACADEMY (ALGEBRA SUCCESS GRANT) BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 15000 EDISON K8 (ALGEBRA SUCCESS GRANT) BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 12000 GARDNER K8 (ALGEBRA SUCCESS GRANT) BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 4000 ROGERS MIDDLE SCHOOL (ALGEBRA SUCCESS GRANT) TRANSPORTATION DEPARTMENT OF BOSTON PUBLIC SCHOOLS 26 COURT STREET 4TH FLOOR BOSTON MA 02108 4000 SUMMER ALGEBRA PROGRAM BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 CHARLES SUMNER SCHOOL, SOM FINALIST 2012 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 80000 NEW MISSION HIGH SCHOOL, SOM WINNER 2012 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 27 COURT STREET 5TH FLOOR BOSTON MA 02108 043132674 80000 EDWARDS MIDDLE SCHOOL, SOM WINNER 2011 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 HURLEY K-8 SCHOOL, SOM FINALIST 2012 BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 25000 ENGLISH HIGH SCHOOL 60 EDVESTORS MONITORS THE USE OF TWO-YEAR GRANT FUNDS FOR ALL GRANTEES IN THE EDVESTORS PORTFOLIO BY CONDUCTING PHONE CALL UPDATES EACH FALL OF THE GRANT, A YEAR 1 REPORT IN MAY OF THE FIRST YEAR, AND A FINAL REPORT IN JUNE AT THE END OF THE SECOND YEAR OF THE GRANT. IN ADDITION TO A WRITTEN REPORT, EDVESTORS ALSO CONDUCTS IN-PERSON SITE VISITS OR MEETINGS BEFORE THE RELEASE OF YEAR 2 FUNDS. FOR ONE-YEAR GRANTS THROUGH THE ARTS EXPANSION INTIATIVE, A PRELIMINARY REPORT IS DUE IN NOVEMBER AND A FINAL REPORT DUE IN JUNE. X 0 0 0 0 0 0 0 0 0 LAURA PERILLE 132076 0 10000 0 0 0 0 0 10740 0 152816 0 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY EXECUTIVE DIRECTOR FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR EXECUTIVE DIRECTOR, WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION A, LINE 2 SOME BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS WITH ONE ANOTHER AS DISCLOSED ON THEIR CONFLICT OF INTEREST FORMS. ONE BOARD MEMBER SERVES AS FINANCIAL ADVISOR TO ANOTHER. FORM 990, PART VI, SECTION A, LINE 8B WHEN TAKING ACTION ON BEHALF OF THE GOVERNING BOARD, MINUTES OF THE EXECUTIVE COMMITTEE WILL BE TAKEN TO DOCUMENT THE ACTION. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE OF THE GOVERNING BOARD WILL HAVE THE OPPORTUNITY TO REVIEW THE FORM 990. THE FORM 990 WILL THEN BE SHARED WITH ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C GOVERNING BOARD OFFICERS AND MEMBERS ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. A CONFLICT OF INTEREST FORM WILL BE UPDATED BY EACH BOARD MEMBER AND SUBMITTED TO EDVESTORS MANAGEMENT AND THE EXECUTIVE COMMITTEE IN ADVANCE OF THE ANNUAL MEETING EACH SEPTEMBER, AND THROUGHOUT THE YEAR AS NEW MEMBERS JOIN THE GOVERNING BOARD. BOARD MEMBERS ARE REQUIRED TO INFORM THE BOARD CHAIR OF ANY POTENTIAL CONFLICTS AND NEED TO RECUSE THEMSELVES FROM VOTING ON ANY ACTION ITEMS FOR WHICH THEY HAVE A POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR TOP ORGANIZATION POSITIONS, INCLUDING EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS AS FOLLOWS: (A) ANNUAL PERFORMANCE AND SALARY/COMPENSATION REVIEW BY EXECUTIVE DIRECTOR FOR TOP MANAGEMENT AND KEY EMPLOYEES AND BY THE GOVERNING BOARD EXECUTIVE COMMITTEE FOR EXECUTIVE DIRECTOR, WITH FINAL APPROVAL BY FULL GOVERNING BOARD, AT RECOMMENDATION OF EXECUTIVE COMMITTEE, AS PART OF THE ORGANIZATION'S ANNUAL BUDGET APPROVAL PROCESS. (B) COMPARABILITY DATA IS GATHERED TO INFORM RECOMMENDED SALARY LEVELS FOR ALL NEWLY CREATED MANAGEMENT AND KEY EMPLOYEE POSITIONS. (C) EDVESTORS MANAGEMENT WILL INSTITUTE A SALARY COMPENSATION REVIEW EVERY 2-3 YEARS (OR FIND COMPARABLE EXISTING REPORT FROM EXTERNAL SOURCE) FOR CURRENT KEY EMPLOYEE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 EDVESTORS MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. IN ADDITION, ANNUAL FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS DIVISION OF CHARITIES AND ARE AVAILABLE FOR PUBLIC VIEWING. WHILE THE ORGANIZATION DREW DOWN ON ITS NET ASSETS FOR THE CURRENT FISCAL YEAR (-1,546,004), THIS REFLECTS THE USE OF TEMPORARILY RESTRICTED FUNDS RAISED IN PRIOR FISCAL YEARS AND THEREFORE NOT A DEFICIT IN THE CURRENT YEAR OPERATIONS.