2013-10-30T14:02:25-05:00 2013-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2012-07-01 210703075 THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION WOOD 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 DR STEPHANIE HULL 6094527007 2013-10-30 1 SHERISE D RITTER CPA P00039222 6096899700 2012 2016-03-07 17:11:31Z DR STEPHANIE HULL 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 47082421 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 29 28 46 32 0 0 21296308 21314701 0 0 255352 253986 535 192 21552195 21568879 11346104 10067395 0 0 4718134 4468103 20391 125914 1187421 4367796 3203446 20452425 17864858 1099770 3704021 36185833 38984699 3765209 2893091 32420624 36091608 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 6394286 4744371 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. 8628589 5289374 TEACHING FELLOWSHIPS IS A MAJOR EFFORT TO RECRUIT, PREPARE, AND MENTOR CANDIDATES FOR 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. 213178 33650 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. 15236053 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 1 249 0 1 46 1 0 0 0 0 0 0 0 0 0 0 X 29 28 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 X DR STEPHANIE HULL 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 LAUREN MADDOX 0.50 X 0 0 0 ARTHUR LEVINE 40.00 X X 408544 0 38587 FREDERICK LA GRAUER 4.00 X 0 0 0 WALTER W BUCKLEY JR 1.50 X X 0 0 0 GEORGE CAMPBELL JR 2.00 X 0 0 0 CHRISTEL DEHAAN 2.50 X 0 0 0 JANE PHILLIPS DONALDSON 1.00 X 0 0 0 JENNIFER GRUENBERG 1.00 X 0 0 0 N GERRY HOUSE 1.00 X 0 0 0 THOMAS C HUDNUT 2.00 X 0 0 0 JOHN KATZMAN 1.00 X 0 0 0 SHIRLEY STRUM KENNY 1.00 X 0 0 0 CARL F KOHRT 2.00 X 0 0 0 JAN KRUKOWSKI 2.00 X 0 0 0 WILLIAM LILLEY III 4.00 X 0 0 0 FRANCISCO A LORENZO 1.00 X 0 0 0 NANCY WEISS MALKIEL 1.00 X 0 0 0 KAREN OSBORNE 1.00 X 0 0 0 MATTHEW PITTINSKY 0.50 X 0 0 0 JUDITH A RIZZO 1.00 X 0 0 0 MYRON S SCHOLES 0.50 X 0 0 0 JEFFREY L SKELTON 1.00 X 0 0 0 MARVIN J SUOMI 1.00 X 0 0 0 LUTHER TAI 2.00 X 0 0 0 JAY P URWITZ 2.00 X 0 0 0 GEORGE A WEISS 5.00 X 0 0 0 PAUL J WEISSMAN 1.00 X 0 0 0 JOHN C WILCOX 1.00 X 0 0 0 CARL FERENBACH 1.00 X 0 0 0 RAYMOND CLARK 32.00 X 271860 0 28843 BEVERLY SANFORD 40.00 X 183139 0 24534 STEPHANIE HULL 40.00 X 134309 0 14539 ROBERT BAIRD 40.00 X 167617 0 36542 TIMOTHY FREEMAN 40.00 X 212416 0 39886 CONSTANCE K BOND 40.00 X 107675 0 18671 JAMES W FRASER 40.00 X 134004 0 10311 AUDRA WATSON 32.00 X 118813 0 14114 NAN ROSSIEN 40.00 X 115329 0 13511 1853706 0 239538 10 0 1 0 EDWARD CROWE 2801 QUEBEC STREET NW WASHINGTON DC 20008 PROGRAM EVALUATION 166433 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20008 SOLICITATION OF GOVERNMENT GRANTS 120000 2 4532175 16782526 598444 21314701 260910 260910 25506618 25513542 -6924 -6924 -6924 MISCELLANEOUS 485000 192 192 192 21568879 192 0 253986 2333250 2333250 7734145 7734145 1941470 1079555 511867 350048 1981792 1444065 207098 330629 321863 214955 53784 53124 222978 145030 39382 38566 21679 2835 18844 22650 22650 125914 125914 65282 19530 41908 3844 1507834 1298043 108793 100998 623011 202911 313418 106682 909893 761734 70543 77616 53097 53097 17864858 15236053 1441384 1187421 1375544 1385880 501364 500983 6920912 15292929 54692 141005 245290 157584 102123 87706 27231198 21576196 36185833 38984699 441276 401229 3290000 2451500 33933 40362 3765209 2893091 X 1377356 652113 28687906 33809800 2355362 1629695 32420624 36091608 36185833 38984699 3704021 -33037 0 X X 0 1 X 1 1 1 X 15483734 27319842 16838787 21288273 21307505 102238141 15483734 27319842 16838787 21288273 21307505 102238141 39857698 62380443 737007 588427 353663 298577 260881 2238555 2829 1020 2926 535 192 7502 104484198 0.59700 0.67120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2355362 586 131018 857271 1629695 2263154 92208 31476 31476 2355362 2263154 20508 20508 2263154 2263154 5837 5837 2263154 1.00000 0 0 18170 7526 10644 227120 150058 77062 87706 CAPITAL LEASES 40362 40362 X 21568879 0 21568879 0 21568879 17897895 33037 33037 17864858 0 17864858 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE EARNINGS ON THE ENDOWMENTS ARE TO BE USED FOR THE VARIOUS PROGRAM INITIATIVES AS STIPULATED BY THE DONORS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR FISCAL YEARS PRIOR TO JUNE 30, 2010. 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 CURRY SCHOOL OF EDUCATION FOUNDATION - UNIVERSITY OF VIRGINIA 405 EMMET STREET SOUTH CHARLOTTESVILLE VA 22904 510201344 501(C)(3) 35000 TEACHING FELLOWSHIPS INDIANA UNIVERSITY 420 UNIVERSITY BOULEVARD INDIANAPOLIS IN 46226 356001673 501(C)(3) 144488 TEACHING FELLOWSHIPS GRAND VALLEY STATE UNIVERSITY 1 NORTH CAMPUS DRIVE ALLENDALE MI 49401 381684280 501(C)(3) 206330 TEACHING FELLOWSHIPS NEW JERSEY INSTITUTE OF TECHNOLOGY 323 DR MARTIN LUTHER KING JR BLVD NEWARK NJ 07102 226000910 501(C)(3) 31650 EARLY COLLEGE PURDUE UNIVERSITY 400 CENTRAL DRIVE WEST LAFAYETTE IN 60673 356002041 501(C)(3) 18000 TEACHING FELLOWSHIPS RUTGERS UNIVERSITY 83 SOMERSET STREET NEWARK NJ 08901 226001086 501(C)(3) 150000 TEACHING FELLOWSHIPS STANFORD UNIVERSITY 875 BLAKE WILBUR DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 60000 TEACHING FELLOWSHIPS UNIVERSITY OF MICHIGAN 440 CHURCH STREET ANN ARBOR MI 48109 386006309 501(C)(3) 230366 TEACHING FELLOWSHIPS WAYNE STATE UNIVERSITY 42 WEST WARREN AVENUE DETROIT MI 48202 383555142 501(C)(3) 139934 TEACHING FELLOWSHIPS WESTERN MICHIGAN UNIVERSITY 1903 WESTERN MICHIGAN AVENUE KALAMAZOO MI 49008 386007327 501(C)(3) 135466 TEACHING FELLOWSHIPS EASTERN MICHIGAN UNIVERSITY 900 OAKWOOD STREET YPSILANTI MI 48197 382953297 501(C)(3) 10000 TEACHING FELLOWSHIPS MICHIGAN STATE UNIVERSITY 426 AUDITORIUM BOULEVARD EAST LANSING MI 48824 386005984 501(C)(3) 135316 TEACHING FELLOWSHIPS MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 501(C)(3) 100000 MBA SCHOOL ADMINISTRATION MONTCLAIR STATE UNIVERSITY 1 NORMAL AVENUE MONTCLAIR NJ 07043 222912682 501(C)(3) 150000 TEACHING FELLOWSHIPS ROWAN UNIVERSITY 201 MULLICA ROAD GLASSBORO NJ 08028 222764819 501(C)(3) 150000 TEACHING FELLOWSHIPS THE COLLEGE OF NEW JERSEY 2000 PENNINGTON ROAD EWING NJ 08618 222448189 501(C)(3) 150000 TEACHING FELLOWSHIPS UNIVERSITY OF INDIANAPOLIS 1401 EAST HANNA AVENUE INDIANAPOLIS IN 46227 350868107 501(C)(3) 336700 TEACHING FELLOWSHIPS WILLIAM PATERSON UNIVERSITY 300 POMPTON ROAD WAYNE NJ 07470 222781603 501(C)(3) 150000 TEACHING FELLOWSHIPS 18 0 DISSERTATION FELLOWSHIPS 21 550000 DISSERTATION/RESEARCH/TRAVEL FELLOWSHIPS 23 138800 CAREER ENHANCEMENT FELLOWSHIPS 40 629982 FOREIGN AFFAIRS FELLOWSHIPS 96 3536270 NATIONAL TEACHING FELLOWSHIPS 31 452850 STUDENT LOAN REPAYMENTS 16 18000 FELLOWSHIP PAYMENTS 211 2406242 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 408544 0 0 0 0 0 33000 0 5587 0 447131 0 0 0 RAYMOND CLARK 271860 0 0 0 0 0 27186 0 1657 0 300703 0 0 0 BEVERLY SANFORD 183139 0 0 0 0 0 18571 0 5963 0 207673 0 0 0 ROBERT BAIRD 167617 0 0 0 0 0 18571 0 17971 0 204159 0 0 0 TIMOTHY FREEMAN 212416 0 0 0 0 0 21915 0 17971 0 252302 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 598444 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 APPLICABLE STANDARDS. 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.