2011-11-03T15:47:11-05:00 2011-06-30 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2010-07-01 760794873 EDVESTORSINCORPORATED EDVE 6175855740 140 CLARENDON STREET SUITE 305 BOSTON MA 02116 LAURA PERILLE 6175855740 2011-10-21 1 JEFFREY T ROGERS 6177427788 2010 2016-03-07 17:11:31Z LAURA PERILLE 140 CLARENDON STREET SUITE 305 BOSTON MA 02116 1996133 0 X WWW.EDVESTORS.ORG X 2005 MA EDVESTORS DRIVES CHANGE IN URBAN SCHOOLS THROUGH SMART, STRATEGIC PRIVATE INVESTMENT. EDVESTORS SEEKS TO ACCELERATE CHANGE IN URBAN SCHOOLS BY IDENTIFYING AND SHAPING THE MOST EFFECTIVE INITIATIVES, PARTNERING WITH DONORS TO INVEST IN THESE EFORTS, AND SUPPORTING PROJECT LEADERS WITH HANDS-ON EXPERTISE. 12 12 15 100 0 0 4365664 1947353 0 42000 8931 6780 0 0 4374595 1996133 1824647 1590000 0 0 518020 550246 0 0 263832 303220 623573 2645887 2763819 1728708 -767686 3121852 2335083 1284648 1265565 1837204 1069518 X EDVESTORS DRIVES CHANGE IN URBAN SCHOOLS THROUGH SMART, STRATEGIC PRIVATE INVESTMENT. EDVESTORS SEEKS TO ACCELERATE CHANGE IN URBAN SCHOOLS BY IDENTIFYING AND SHAPING THE MOST EFFECTIVE INITIATIVES, PARTNERING WITH DONORS TO INVEST IN THESE EFFORTS, CAPTURING AND APPLYING KNOWLEDGE ABOUT BEST PRACTICES, AND SUPPORTING PROJECT LEADERS WITH HANDS-ON EXPERTISE TO IMPROVE EDUCATIONAL OUTCOMES FOR URBAN SCHOOLCHILDREN IN BOSTON. 0 0 840812 652500 518650 URBAN EDUCATION INVESTMENT PORTFOLIO & SHOWCASE - 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. 1373727 835000 208000 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 AND ARTS CULTURAL 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. 111873 102500 181700 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. 24948 150000 OTHER PROGRAM SERVICE EXPENSES RELATE TO CONTRACTED EVALUATION SERVICES. OTHER PROGRAM SERVICE REVENUE REPRESENTS FUNDS RECEIVED AT END OF FISCAL YEAR TO SUPPORT STRATEGIC INITIATIVE WORK IN THE UPCOMING YEAR. 24948 150000 2351360 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 0 1 11 0 15 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 LAURA PERILLE 6175855740 140 CLARENDON STREET SUITE 305 BOSTON MA 02116 REUBEN MUNGER 1.00 X X 0 0 0 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 PHILIP GORDON 1.00 X 0 0 0 LINDA V BEARDSLEY 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 JANICE JACKSON 1.00 X 0 0 0 STEVEN KOPPEL 1.00 X X 0 0 0 WENDELL KNOX 1.00 X 0 0 0 LAURA PERILLE 40.00 X X 141055 0 9672 JANET ANDERSON 32.00 X 69546 0 16736 210601 0 26408 1 0 1 0 0 1947353 1947353 EVALUATION SERVICES 561000 42000 42000 42000 6780 6780 1996133 42000 0 6780 1590000 1590000 469722 271385 68574 129763 42456 24529 6198 11729 38068 21994 5558 10516 50814 29358 7418 14038 227232 131284 33174 62774 4787 2766 699 1322 74348 42955 10854 20539 17534 10130 2560 4844 2730 2730 1782 1030 260 492 ARTS INITIATIVE 209587 209587 COMMUNICATIONS 8163 4716 1192 2255 MISCELLANEOUS 7292 4213 1064 2015 PRINTING AND PUBLICATIO 6918 3997 1010 1911 ADMINISTRATIVE 6472 6472 5914 3416 864 1634 2763819 2351360 148627 263832 67573 138464 1180648 999071 1791000 913500 32250 9000 34499 14171 24911 20716 9200 4195 6682 256682 3121852 2335083 5255 63317 1141030 1069780 75000 67500 63363 64968 1284648 1265565 X 131316 186126 1705888 883392 1837204 1069518 3121852 2335083 X -767686 0 X 0 1 1 X 0 X 1818751 1476749 2126559 4240305 1947353 11609717 206798 375358 281884 125359 42000 1031399 2025549 1852107 2408443 4365664 1989353 12641116 0 0 0 12641116 13417 12670 6575 8931 6780 48373 13417 12670 6575 8931 6780 48373 2038966 1864777 2415018 4374595 1996133 12689489 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24911 20716 4195 4195 DEPOSITS 6682 LONG TERM PLEDGES RECEIVABLE 250000 256682 ACCRUED LIABILITIES 64968 64968 1996133 2763819 -767686 0 -767686 1989353 0 1989353 6780 6780 1996133 2761089 0 2761089 2730 2730 2763819 PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME - 6,780 PART XIII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE - 2,730 X X X X 1 ACTORS' SHAKESPEARE PROJECT 191 HIGHLAND AVENUE SUITE 2E SOMERVILLE MA 02143 200815685 20000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BALLETROX 284 AMORY STREET JAMAICA PLAIN MA 02130 043140205 23000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON ARTS ACADEMY FOUNDATION 174 IPSWICH STREET BOSTON MA 02215 043454898 10000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON ARTS ACADEMY FOUNDATION 174 IPSWICH STREET BOSTON MA 02215 043454898 15000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON BALLET INC 19 CLARENDON ROAD BELMONT MA 02478 042312734 8000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON CHILDREN'S CHORUS 112 SHAWMUT AVENUE SUITE 5B BOSTON MA 02218 651188279 20000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 18000 ADAMS ELEMENTARY-CMCB-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 6000 ADAMS ELEMENTARY-VSA-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 19000 BOSTON ADULT TECHNICAL ACADEMY-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 21000 BOSTON GREEN ACADEMY-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 BOSTON TEACHERS UNION PILOT-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 CONDON ELEMENTARY-VSA-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 21000 DEARBORN MIDDLE SCHOOL-CMCB-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 DEVER-MCCORMACK K-8-CMCB-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 DORCHESTER ACADEMY-VSA-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 25000 DORCHESTER ACADEMY-CREATIVITY LAB-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 15000 EDISON K-8-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 GARDNER PILOT ACADEMY-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 7000 HARBOR SCHOOL-VSA-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 KENNY ELEMENTARY-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 24000 MAKING MUSIC MATTERS-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 21000 O'BRYANT SCHOOL-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 O'DONNELL ELEMENTARY-CMCB-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 PERRY K-8 SCHOOL-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 24000 QUINCY ELEMENTARY SCHOOL-URBAN VOICES-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 ROOSEVELT K-8-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 RUSSELL ELEMENTARY-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 14000 TAYLOR ELEMENTARY-CMCB-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 17000 TAYLOR ELEMENTARY-VSA-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 UMANA MIDDLE SCHOOL ACADEMY-ZUMIX-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS CITY PERFORMING ARTS 270 TREMONT STREET BOSTON MA 02116 510197209 8500 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS COMMUNITY MUSIC CENTER OF BOSTON 34 WARREN AVENUE BOSTON MA 02116 666001087 17000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS COMPANY ONE 539 TREMONT STREET SUITE 202 BOSTON MA 02116 043444644 20000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS ELIOT SCHOOL FOR THE VISUAL & APPLIED ARTS PO BOX 300351 JAMAICA PLAIN MA 02130 042173050 28000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS FENWAY HIGH SCHOOL FUND 174 IPSWICH STREET BOSTON MA 02115 046719813 20000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS FRIENDS OF THE HERNANDEZ SCHOOL 61 SCHOOL STREET ROXBURY MA 02119 043532825 10000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS HOME INC 165 BROOKSIDE AVENUE EXTENSION JAMAICA PLAIN MA 02130 042635141 15000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS HYDE SQUARE TASK FORCE 375 CENTRE STREET JAMAICA PLAIN MA 02130 043118543 22000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 042678255 25000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS YOUTH & FAMILY ENRICHMENT SERVICES 1234 HYDE PARK AVENUE 104 BOSTON MA 02136 050588064 23000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS ZUMIX 260 SUMMER STREET EAST BOSTON MA 02128 043132674 20000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 9000 BPS HIGH SCHOOL CHORUS-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 20000 BPS CITYWIDE HS CHORUS-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS HUNTINGTON THEATRE COMPANY 264 HUNTINGTON AVENUE BOSTON MA 02115 222659560 5000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS MASSACHUSETTS 2020 24 SCHOOL STREET BOSTON MA 02108 043534001 30000 EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 16000 BPS BAND-EXPAND ARTS EDUCATION FOR SCHOOL CHILDREN IN BOSTON PUBLIC SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 50000 EXPAND 8TH GRADE ALGEBRA BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 55000 HIGH SCHOOL SUPPORT CREDIT RECOVERY BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 52250 MAKING MUSIC MATTERS INSTRUMENTAL MUSIC INSTRUCTION FRIENDS OF THE HALEY 570 AMERICAN LEGION HIGHWAY ROSLINDALE MA 02131 320267446 50000 RESPONSE-TO-INTERVENTION (RTI) MODEL FOR READING INSTRUCTION BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 120000 SUPPORT FOR THE TRANSITION OF 8TH AND 9TH GRADE STUDENTS IN BPS TO HIGH SCHOOLS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 125000 MAKING MUSIC MATTERS INSTRUMENTAL MUSIC INSTRUCTION TEACH PLUS 374 CONGRESS STREET 502 BOSTON MA 02210 263849472 200000 TEACHER RECRUITMENT AND DEV'T TO DISTRICT'S LOWEST PERFORMING SCHOOLS VISUAL UNDERSTANDING IN EDUCATION 65 RUSSELL AVENUE WATERTOWN MA 02472 043299055 100000 ARTS-BASED CRITICAL THINKING CURRICULUM AND TEACHING METHOD BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 60000 PROVIDE TRAINING TO TEACHERS OF ENGLISH LANGUAGE LEARNERS BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 AWARDED TO THE SEMI-FINALIST FOR MOST IMPROVING PUBLIC SCHOOL-CLARENCE R. EDWARDS MIDDLE SCHOOL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 10000 AWARDED TO THE SEMI-FINALIST FOR MOST IMPROVING PUBLIC SCHOOL-TAYLOR ELEMENTARY SCHOOL BOSTON EDUCATIONAL DEVELOPMENT FOUNDATION 26 COURT STREET 5TH FLOOR BOSTON MA 02108 222514422 80000 SCHOOL ON THE MOVE AWARDED TO LEE ELEMENTARY FOR MOST IMPROVING PUBLIC SCHOOL 58 0 OTHER INFORMATION: PART IV: EDVESTORS MONITORS THE USE OF TWO-YEAR GRANT FUNDS FOR ALL GRANTEES IN THE EDVESTORS PORTFOLIO BY CONDUCTING A PHONE CALL CHECK-IN EACH NOVEMBER AND REQUESTING GRANTEES TO SUBMIT PROGRESS REPORTS EACH JANUARY, 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 OCTOBER AND A FINAL REPORT DUE IN JUNE. X X X 0 0 0 0 0 0 0 0 0 LAURA PERILLE 126055 0 15000 0 0 0 0 0 9672 0 150727 0 0 0 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 FINANCE/AUDIT 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 IN 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. FORM 990 PART XI - WHILE THE ORGANIZATION DREW DOWN ON ITS NET ASSETS FOR THE CURRENT FISCAL YEAR (-797,686) THIS REFLECTS THE RELEASE OF TEMPORARILY RESTRICTED FUNDS RAISED IN PRIOR FISCAL YEARS AND NOT A DEFICIT IN THE CURRENT YEAR OPERATIONS.