2012-11-06T10:07:26-06:00 2012-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2011-07-01 210703075 THE WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION WOOD 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 RAYMOND CLARK 6094527007 2012-11-06 1 SHERISE D RITTER CPA P00039222 6096899700 2011 2016-02-25 16:41:14Z RAYMOND CLARK 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 38473533 0 X WWW.WOODROW.ORG X 1957 NJ DEDICATED TO THE ENCOURAGEMENT OF EXCELLENCE IN EDUCATION. 28 27 44 32 0 0 16838787 21296308 0 0 253493 255352 2926 535 17095206 21552195 13624856 11346104 0 0 4548679 4718134 60228 20391 766057 3321241 4367796 21555004 20452425 -4459798 1099770 39594720 36185833 4043376 3765209 35551344 32420624 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 7469568 5695573 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. 10117033 5575013 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. 861053 75517 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. 18447654 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 0 1 214 0 44 1 0 0 0 0 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 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 RAYMOND CLARK 6094527007 5 VAUGHN DRIVE NO 300 PRINCETON NJ 08540 LAUREN MADDOX 1.50 X 0 0 0 ARTHUR LEVINE 40.00 X X 397999 0 32512 FREDERICK LA GRAUER 2.00 X 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 1.50 X 0 0 0 JENNIFER GRUENBERG 1.00 X 0 0 0 N GERRY HOUSE 1.00 X 0 0 0 THOMAS C HUDNUT 2.50 X 0 0 0 JOHN KATZMAN 1.00 X 0 0 0 SHIRLEY STRUM KENNY 1.00 X 0 0 0 CARL F KOHRT 0.50 X 0 0 0 JAN KRUKOWSKI 3.00 X 0 0 0 WILLIAM LILLEY III 1.50 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 1.00 X 0 0 0 JUDITH A RIZZO 0.50 X 0 0 0 MYRON S SCHOLES 0.50 X 0 0 0 JEFFREY L SKELTON 2.00 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 RAYMOND CLARK 32.00 X 240972 0 25665 BEVERLY SANFORD 40.00 X 180639 0 23922 ROBERT BAIRD 40.00 X 169687 0 35341 CONSTANCE K BOND 40.00 X 178727 0 18036 JAMES W FRASER 32.00 X 150900 0 15258 TIMOTHY FREEMAN 40.00 X 189854 0 36669 1508778 0 187403 10 0 1 0 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 3 6161999 15134309 21296308 298577 298577 16878113 16921338 -43225 -43225 -43225 MISCELLANEOUS 485000 535 535 535 21552195 535 0 255352 1170581 1170581 10175523 10175523 2046461 1403460 345564 297437 2064697 1590568 250261 223868 383612 296496 45804 41312 223364 160992 33885 28487 18753 18753 41500 41500 20391 20391 66028 18507 47521 2647366 2395953 214106 37307 748089 462324 197379 88386 793410 712997 51544 28869 50650 50650 MISCELLANEOUS 2000 2000 20452425 18447654 1238714 766057 2646224 1375544 100056 501364 9927444 6920912 170835 54692 253087 150964 152773 102123 26597388 27231198 39594720 36185833 240638 441276 3745000 3290000 57738 33933 4043376 3765209 X 772275 1377356 32515915 28687906 2263154 2355362 35551344 32420624 39594720 36185833 X 1099770 -4230490 X X 0 1 1 X 1 1 X 27262968 15483734 27319842 16838787 21288273 108193604 27262968 15483734 27319842 16838787 21288273 108193604 33757540 74436064 716447 737007 588427 353663 298577 2694121 7808 2829 1020 2926 535 15118 110902843 0.67120 0.67610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2263154 92208 31476 31476 2355362 2263154 20508 20508 2263154 2263154 5837 5837 2263154 1.00000 0 0 9510 4758 4752 243577 146206 97371 102123 CAPITAL LEASE 33933 33933 21552195 20452425 1099770 -78623 -4151867 -4230490 -3130720 21552195 0 21552195 0 21552195 20531048 78623 78623 20452425 0 20452425 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. X X X X 1 PODESTA GROUP 1001 G STREET NW SUITE 900 EAST WASHINGTON DC 20001 SOLICITATION OF GOVERNMENT GRANTS 0 0 10000 -10000 10000 -10000 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 1 BALL STATE UNIVERSITY 2100 RIVERSIDE 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 12 0 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 X X X X X 0 0 0 0 0 0 0 0 0 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 LAUREN MADDOX LAUREN MADDOX IS A TRUSTEE OF THE ORGANIZATION & PRINCIPAL OF PODESTA GROUP 10000 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 5 1015472 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 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: 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. 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.