INSTITUTE FOR CITIZENS AND SCHOLARS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR CITIZENS AND SCHOLARS (EIN 21-0703075)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-06
- IRS object ID
- 201203119349301050
- Schema version
- 2011v1.2
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T10:07:26-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223271712 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCADIEN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7648 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085437648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210703075 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOOD | NameControl |
| Phone | 6094527007 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND CLARK | Name |
| Title | TREASURER | Title |
| Phone | 6094527007 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERISE D RITTER CPA | Name |
| PTIN | P00039222 | PTIN |
| Phone | 6096899700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RAYMOND CLARK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38473533 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WOODROW.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 44 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 16838787 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 21296308 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 253493 | InvestmentIncomePriorYear |
| Investment Income Current Year | 255352 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2926 | OtherRevenuePriorYear |
| Other Revenue Current Year | 535 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17095206 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21552195 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13624856 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 11346104 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4548679 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4718134 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 60228 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 20391 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 766057 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3321241 | OtherExpensePriorYear |
| Other Expenses Current Year | 4367796 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21555004 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20452425 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4459798 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1099770 | RevenuesLessExpensesCY |
| Total Assets BOY | 39594720 | TotalAssetsBOY |
| Total Assets EOY | 36185833 | TotalAssetsEOY |
| Total Liabilities BOY | 4043376 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3765209 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35551344 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32420624 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7469568 | Expense |
| Grants | 5695573 | Grants |
| Description | 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 CONSERVATION, GENDER STUDIES, AND ETHICS, AS WELL AS PREPARE EXPERTS FOR THE UNITED STATES FOREIGN SERVICE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10117033 | Expense |
| Grants | 5575013 | Grants |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 861053 | Expense |
| Grants | 75517 | Grants |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 18447654 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 214 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 44 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND CLARK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6094527007 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 VAUGHN DRIVE NO 300 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| LAUREN MADDOX | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| ARTHUR LEVINE | |||||||
| PRESIDENT | 40.00 | X | 397999 | 0 | 32512 | X | |
| FREDERICK LA GRAUER | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| WALTER W BUCKLEY JR | |||||||
| CHAIR ELECT | 1.50 | X | 0 | 0 | 0 | X | |
| GEORGE CAMPBELL JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHRISTEL DEHAAN | |||||||
| TRUSTEE | 2.50 | X | 0 | 0 | 0 | ||
| JANE PHILLIPS DONALDSON | |||||||
| TRUSTEE | 1.50 | X | 0 | 0 | 0 | ||
| JENNIFER GRUENBERG | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| N GERRY HOUSE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS C HUDNUT | |||||||
| TRUSTEE | 2.50 | 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 | 0.50 | X | 0 | 0 | 0 | ||
| JAN KRUKOWSKI | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| WILLIAM LILLEY III | |||||||
| TRUSTEE | 1.50 | 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 | 1.00 | X | 0 | 0 | 0 | ||
| JUDITH A RIZZO | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MYRON S SCHOLES | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| JEFFREY L SKELTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARVIN J SUOMI | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LUTHER TAI | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAY P URWITZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE A WEISS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| PAUL J WEISSMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN C WILCOX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| RAYMOND CLARK | |||||||
| TREASURER/SENIOR VICE PRES | 32.00 | 240972 | 0 | 25665 | X | ||
| BEVERLY SANFORD | |||||||
| SECRETARY/VICE PRESIDENT - | 40.00 | 180639 | 0 | 23922 | X | ||
| ROBERT BAIRD | |||||||
| VICE PRESIDENT - SCHOOL/UN | 40.00 | 169687 | 0 | 35341 | X | ||
| CONSTANCE K BOND | |||||||
| VICE PRESIDENT - TEACHING | 40.00 | 178727 | 0 | 18036 | X | ||
| JAMES W FRASER | |||||||
| SENIOR VICE PRESIDENT - PR | 32.00 | 150900 | 0 | 15258 | X | ||
| TIMOTHY FREEMAN | |||||||
| VICE PRESIDENT - EXTERNAL | 40.00 | 189854 | 0 | 36669 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1508778 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 187403 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE PARTHENON GROUP | |||||
| 200 STATE STREET | BOSTON | MA | 02109 | PROGRAM EVALUATION | 452032 |
| EDWARD CROWE | |||||
| 2801 QUEBEC STREET NW | WASHINGTON | DC | 20008 | PROGRAM EVALUATION | 125397 |
| MARK GOLDBERG | |||||
| 4719 MERIVALE ROAD | CHEVY CHASE | MD | 20815 | PROGRAM DEVELOPMENT | 114000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 6161999 | GovernmentGrants |
| All Other Contributions | 15134309 | AllOtherContributions |
| Total Contributions | 21296308 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298577 | TotalRevenueColumn |
| Exclusion | $298,577 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16878113 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16921338 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -43225 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -43225 | TotalRevenueColumn |
| Exclusion | -$43,225 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 485000 | BusinessCode |
| Total Revenue Column | 535 | TotalRevenueColumn |
| Related Or Exempt Function Income | 535 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 535 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21552195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 535 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $255,352 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1170581 | Total |
| Program Services | 1170581 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10175523 | Total |
| Program Services | 10175523 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2046461 | Total |
| Program Services | 1403460 | ProgramServices |
| Management And General | 345564 | ManagementAndGeneral |
| Fundraising | 297437 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2064697 | Total |
| Program Services | 1590568 | ProgramServices |
| Management And General | 250261 | ManagementAndGeneral |
| Fundraising | 223868 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383612 | Total |
| Program Services | 296496 | ProgramServices |
| Management And General | 45804 | ManagementAndGeneral |
| Fundraising | 41312 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223364 | Total |
| Program Services | 160992 | ProgramServices |
| Management And General | 33885 | ManagementAndGeneral |
| Fundraising | 28487 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18753 | Total |
| Program Services | 18753 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41500 | Total |
| Program Services | 41500 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20391 | Total |
| Fundraising | 20391 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66028 | Total |
| Program Services | 18507 | ProgramServices |
| Management And General | 47521 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2647366 | Total |
| Program Services | 2395953 | ProgramServices |
| Management And General | 214106 | ManagementAndGeneral |
| Fundraising | 37307 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 748089 | Total |
| Program Services | 462324 | ProgramServices |
| Management And General | 197379 | ManagementAndGeneral |
| Fundraising | 88386 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 793410 | Total |
| Program Services | 712997 | ProgramServices |
| Management And General | 51544 | ManagementAndGeneral |
| Fundraising | 28869 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50650 | Total |
| Management And General | 50650 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 2000 | Total |
| Management And General | 2000 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20452425 | Total |
| Program Services | 18447654 | ProgramServices |
| Management And General | 1238714 | ManagementAndGeneral |
| Fundraising | 766057 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2646224 | BOY |
| EOY | 1375544 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100056 | BOY |
| EOY | 501364 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9927444 | BOY |
| EOY | 6920912 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170835 | BOY |
| EOY | 54692 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 253087 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 150964 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152773 | BOY |
| EOY | 102123 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26597388 | BOY |
| EOY | 27231198 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39594720 | BOY |
| EOY | 36185833 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240638 | BOY |
| EOY | 441276 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3745000 | BOY |
| EOY | 3290000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57738 | BOY |
| EOY | 33933 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4043376 | BOY |
| EOY | 3765209 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 772275 | BOY |
| EOY | 1377356 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32515915 | BOY |
| EOY | 28687906 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2263154 | BOY |
| EOY | 2355362 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35551344 | BOY |
| EOY | 32420624 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39594720 | BOY |
| EOY | 36185833 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1099770 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4230490 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27262968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15483734 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27319842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16838787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21288273 | CurrentTaxYear |
| Total | 108193604 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27262968 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15483734 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 27319842 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16838787 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21288273 | CurrentTaxYear |
| Total | 108193604 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 33757540 | AmountsSubstContributorsTotal |
| Public Support Total170 | 74436064 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 716447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 737007 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 588427 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 353663 | CurrentTaxYearMinus1Year |
| Current Tax Year | 298577 | CurrentTaxYear |
| Total | 2694121 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7808 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2829 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1020 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2926 | CurrentTaxYearMinus1Year |
| Current Tax Year | 535 | CurrentTaxYear |
| Total | 15118 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 110902843 | TotalSupport |
| Public Support Pertcentage170 | 0.67120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.67610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2263154 | BeginningOfYearBalance |
| Contributions | 92208 | Contributions |
| Investment Earnings Or Losses | 31476 | InvestmentEarningsOrLosses |
| Other Expenditures | 31476 | OtherExpenditures |
| End Of Year Balance | 2355362 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2263154 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 20508 | InvestmentEarningsOrLosses |
| Other Expenditures | 20508 | OtherExpenditures |
| End Of Year Balance | 2263154 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2263154 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5837 | InvestmentEarningsOrLosses |
| Other Expenditures | 5837 | OtherExpenditures |
| End Of Year Balance | 2263154 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 9510 | InvestmentCostOrOtherBasis |
| Depreciation | 4758 | Depreciation |
| Book Value | 4752 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 243577 | InvestmentCostOrOtherBasis |
| Depreciation | 146206 | Depreciation |
| Book Value | 97371 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 102123 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LEASE | Description |
| Amount | $33,933 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33933 | TotalOfAmounts |
| Total Revenue | 21552195 | TotalRevenue |
| Total Expenses | 20452425 | TotalExpenses |
| Excess Or Deficit For Year | 1099770 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -78623 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -4151867 | PriorPeriodAdjustments |
| Total Adjustments | -4230490 | TotalAdjustments |
| Excess Or Deficit Per FS | -3130720 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21552195 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 21552195 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21552195 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20531048 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | 78623 | LossesReported |
| Expenses Not Rptd F990 | 78623 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20452425 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20452425 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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, 2009. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PODESTA GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 G STREET NW SUITE 900 EAST | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | SOLICITATION OF GOVERNMENT GRANTS | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 10000 | AmountRetainedByContractor |
| Net To Organization | -10000 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 10000 | TotalRetainedByContractors |
| Total Net To Organization | -10000 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BALL STATE UNIVERSITY | |||||||
| 2100 RIVERSIDE AVENUE | MUNCIE | IN | 47306 | 356000221 | 501(C)(3) | 185712 | TEACHING FELLOWSHIPS |
| CURRY SCHOOL OF EDUCATION FOUNDATION - UNIVERSITY OF VIRGINIA | |||||||
| 405 EMMET STREET SOUTH | CHARLOTTESVILLE | VA | 22904 | 510201344 | 501(C)(3) | 18000 | TEACHING FELLOWSHIPS |
| ESSEX COUNTY COLLEGE | |||||||
| 3030 UNIVERSITY AVENUE | NEWARK | NJ | 07102 | 221821292 | 501(C)(3) | 30000 | EARLY COLLEGE |
| INDIANA UNIVERSITY -PURDUE UNIVERSITY - INDIANAPOLIS | |||||||
| 420 UNIVERSITY BOULEVARD | INDIANAPOLIS | IN | 46226 | 356001673 | 501(C)(3) | 85507 | TEACHING FELLOWSHIPS |
| GRAND VALLEY STATE UNIVERSITY | |||||||
| 1 NORTH CAMPUS DRIVE | ALLENDALE | MI | 49401 | 381684280 | 501(C)(3) | 200095 | TEACHING FELLOWSHIPS |
| NEW JERSEY INSTITUTE OF TECHNOLOGY | |||||||
| UNIVERSITY AVENUE | NEWARK | NJ | 07102 | 226000910 | 501(C)(3) | 18609 | EARLY COLLEGE |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 60673 | 356002041 | 501(C)(3) | 24000 | TEACHING FELLOWSHIPS |
| RUTGERS UNIVERSITY | |||||||
| 249 UNIVERSITY AVENUE | NEWARK | NJ | 08901 | 226001086 | 501(C)(3) | 23609 | EARLY COLLEGE |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | PALO ALTO | CA | 94304 | 941156365 | 501(C)(3) | 60000 | TEACHING FELLOWSHIPS |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | 315540 | TEACHING FELLOWSHIPS |
| WAYNE STATE UNIVERSITY | |||||||
| 42 WEST WARREN AVENUE | DETROIT | MI | 48202 | 383555142 | 501(C)(3) | 145049 | TEACHING FELLOWSHIPS |
| WESTERN MICHIGAN UNIVERSITY | |||||||
| WESTERN MICHIGAN UNIVERSITY | KALAMAZOO | MI | 49008 | 386007327 | 501(C)(3) | 64460 | TEACHING FELLOWSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (10 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| DISSERTATION FELLOWSHIPS | 21 | 525000 |
| CONSERVATION FELLOWSHIPS | 3 | 700 |
| DISSERTATION/RESEARCH/TRAVEL FELLOWSHIPS | 23 | 158548 |
| CAREER ENHANCEMENT FELLOWSHIPS | 48 | 630000 |
| FOREIGN AFFAIRS FELLOWSHIPS | 109 | 4385175 |
| EARLY COLLEGE | 1 | 3300 |
| NATIONAL TEACHING FELLOWSHIPS | 40 | 630000 |
| STUDENT LOAN REPAYMENTS | 24 | 31200 |
| FELLOWSHIP PAYMENTS | 268 | 3793600 |
| WOMEN'S STUDIES FELLOWSHIPS | 6 | 18000 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR LEVINE | |||||||||||||
| 397999 | 0 | 0 | 0 | 0 | 0 | 24342 | 0 | 8170 | 0 | 430511 | 0 | 0 | 0 |
| RAYMOND CLARK | |||||||||||||
| 240972 | 0 | 0 | 0 | 0 | 0 | 24097 | 0 | 1568 | 0 | 266637 | 0 | 0 | 0 |
| BEVERLY SANFORD | |||||||||||||
| 180639 | 0 | 0 | 0 | 0 | 0 | 18300 | 0 | 5622 | 0 | 204561 | 0 | 0 | 0 |
| ROBERT BAIRD | |||||||||||||
| 169687 | 0 | 0 | 0 | 0 | 0 | 18300 | 0 | 17041 | 0 | 205028 | 0 | 0 | 0 |
| CONSTANCE K BOND | |||||||||||||
| 178727 | 0 | 0 | 0 | 0 | 0 | 17873 | 0 | 163 | 0 | 196763 | 0 | 0 | 0 |
| JAMES W FRASER | |||||||||||||
| 150900 | 0 | 0 | 0 | 0 | 0 | 15090 | 0 | 168 | 0 | 166158 | 0 | 0 | 0 |
| TIMOTHY FREEMAN | |||||||||||||
| 189854 | 0 | 0 | 0 | 0 | 0 | 19625 | 0 | 17044 | 0 | 226523 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LAUREN MADDOX | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP | Relationship |
| Amount Of Transaction | 10000 | AmountOfTransaction |
| Description Of Transaction | 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. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1015472 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -78,623. PRIOR PERIOD ADJUSTMENTS: -4,151,867. TOTAL TO FORM 990, PART XI, LINE 5: -4,230,490. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 5 | PRIOR PERIOD ADJUSTMENT - TEMPORARILY RESTRICTED NET ASSETS AT THE BEGINNING OF FISCAL YEAR 2012 HAVE BEEN ADJUSTED BY $4,151,867 AS A RESULT OF A CHANGE IN THE FOUNDATION'S METHOD OF ACCOUNTING FOR CERTAIN GOVERNMENT GRANT REVENUES. THIS CHANGE WAS MADE TO COMPLY WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND TO MORE ACCURATELY REFLECT THE TERMS AND CONDITIONS OF THESE GRANTS AND THE ECONOMIC SUBSTANCE OF THE TRANSACTION. CERTAIN OF THE FOUNDATION'S GOVERNMENT GRANTS MEET THE CRITERIA OF A CONDITIONAL PROMISE TO GIVE, SUCH THAT REVENUE IS RECOGNIZED WHEN EXPENDITURES ARE INCURRED UNDER THE PROVISIONS OF THE CONTRACT. ACCORDINGLY, AN ADJUSTMENT FOR THE GOVERNMENT GRANT REVENUES THAT WERE PREVIOUSLY RECORDED AS TEMPORARILY RESTRICTED CONTRIBUTIONS UPON COMMITMENT FOR THE AWARD DECREASED TEMPORARILY RESTRICTED UNCONDITIONAL PROMISES TO GIVE BY $4,151,867, AND DECREASED TEMPORARILY RESTRICTED NET ASSETS BY $4,151,867 AS OF JULY 1, 2011. |
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