2011-05-16T15:58:55-05:00 2010-06-30 CBIZ Tofias 350 Massachusetts Avenue Cambridge MA 02139 990 2009-07-01 043457065 THE SCHOTT Foundation FOR PUBLIC EDUCATION SCHO 6178767700 675 MASSACHUSETTS AVENUE 8th floor CAMBRIDGE MA 02139 JOHN H JACKSON 6178767700 2011-05-12 1 JOSEPH M GISO MST 6177610600 2011-05-12 2009 2016-02-24 21:20:13Z X JOHN H JACKSON 675 MASSACHUSETTS AVENUE 8th floor CAMBRIDGE MA 02139 3498737 0 X WWW.SCHOTTFOUNDATION.ORG X 1999 MA The purpose of the corporation is to engage in the following activities: (1) To operate exclusively for charitable and educational purposes under Code Section 501(c)(3), (2) To develop and strengthen a broad-based and representative movement to achieve fully resourced, quality pre K-12 public education, and (3) To engage in any and all other lawful activities incidental to and in pursuit of the foregoing purposes, except as specifically restricted by the Articles of Organization. 11 10 8 10 35000 0 5270100 3043575 0 36211 -38473 100675 69258 5406986 3074360 1732515 1852730 0 1079411 1323054 33750 0 40340 1397488 1307952 4243164 4483736 1163822 -1409376 3408043 2710962 370004 897375 3038039 1813587 The purpose of the corporation is to engage in the following activities: (1) To operate exclusively for charitable and educational purposes under Code Section 501(c)(3), (2) To develop and strengthen a broad-based and representative movement to achieve fully resourced, quality pre K-12 public education, and (3) To engage in any and all other lawful activities incidental to and in pursuit of the foregoing purposes, except as specifically restricted by the Articles of Organization. 0 0 1816700 722500 Opportunity to Learn - The Opportunity To Learn philanthropic strategy is an effort to increase resource accountability and ensure that race is no longer a significant predictor of educational resource access or outcomes. The Schott Foundation will use its advocacy management firm philanthropic model to manage a grant making strategy to build the public will to increase the number of states that adopt an "Opportunity To Learn" reform framework and create a federal right to an Opportunity To Learn. 761628 635000 Black Male Donor Collaborative - The Black Male Donor Collaborative aims to identify successful program interventions and policy levers to address the achievement disparities impacting the most extremely underperforming group in New York - Black males. 530774 444105 Teachers as Leaders - The Teachers as Leaders Program is focused on recruiting and retaining African American males as teachers in New York City and training them to engage as policy advocates. The initiative is also focused on evaluating the impact of African American male teachers on the educational performance of Black boys. 321800 51125 35000 Other funding to advocate for equitable resources for Pre K-12 schools to provide excellent education for all children with an emphasis on poor children and children of color, via improved public policy, leadership and increased public will. 321800 51125 35000 3430902 1 1 0 0 0 0 0 0 0 1 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 1 0 1 0 1 35 0 8 1 1 1 0 0 0 0 0 0 0 0 11 10 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X X alfred t miller jr Sr VP of Op 6178767700 675 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 John h Jackson 40.00 X X 276532 0 31494 greg Jobin-Leeds 1.00 X X 0 0 0 balshall rinku sen 1.00 X X 0 0 0 michelle Coffey 1.00 X X 0 0 0 maria Jobin-Leeds 1.00 X X 0 0 0 Ahurima Bhargava 1.00 X 0 0 0 Maisie Chin 1.00 X 0 0 0 Andrew Gillum 1.00 X 0 0 0 Jackie Jenkins-Scott 1.00 X 0 0 0 Gerald Leeds 1.00 X 0 0 0 Lilo Leeds 1.00 X 0 0 0 Alfred t Miller jr 40.00 X 0 0 0 Cassie Schwerner 40.00 X 136907 0 41648 Vahe Karlozian 40.00 X 133901 0 17976 547340 0 91118 4 0 1 0 collaborative communications group 1029 vermont avenue nw washington DC 20005 event planning & communications 221050 1 3043575 3043575 22008 22008 363896 424377 -60481 -60481 -60481 MANAGEMENT FEE-RELATED 561000 35000 35000 spECIAL EVENT INCOME-r 611710 19508 19508 SPECIAL EVENT INCOME-s 900099 14750 14750 69258 3074360 0 35000 -4215 1852730 1852730 374000 329120 44880 689220 365764 297336 26120 43268 28041 14147 1080 212508 137719 69485 5304 4058 4058 85326 85326 37699 37699 116527 116527 9282 9282 78819 3907 74912 599 599 114433 48460 60286 5687 157425 119000 38425 109341 95194 14147 7896 3598 4298 7222 7222 CONSULTING FEES 448573 395482 53091 telephone 41228 11524 28293 1411 recruiting 32560 32560 POSTAGE & PRINTING 31488 22947 8166 375 supplies 15409 7349 7797 263 14125 5410 8615 100 4483736 3430902 1012494 40340 1506577 1447738 875595 390280 19734 6049 156641 134599 15262 22042 986958 843591 3917 1262 3408043 2710962 130611 170225 239393 727150 370004 897375 X 1346490 1219438 1691549 594149 3038039 1813587 3408043 2710962 X 0 1 1 X 0 X 3158400 3318389 4158300 5323800 3058325 19017214 3158400 3318389 4158300 5323800 3058325 19017214 14309160 4708054 15184 23448 47688 28444 22008 136772 20000 25000 30000 35000 35000 145000 19298986 31483 0.24400 0.21720 X The Schott Foundation Meets The "Facts and Circumstances" TestThe Schott Foundation for Public Education (the "Foundation") qualifies as a "publicly supported" organization under section 170(b)(1)(A)(vi) of the Code because it satisfies the "facts and circumstances" test set forth in Treas. Reg. 1.170A-9(f)(3). The Foundation normally receives at least 10% of its support from the general public, and it carries on a continuous and bona fide program of solicitation of public support. Moreover, the Foundation meets the following factors enumerated in the regulations as being indicative of public support:1.Percentage of Financial Support. Treas. Reg. 1.170A-9(f)(3)(iii).During the five-year period ending on June 30, 2010, the portion of the Foundation's support that qualifies as eligible public support is 24.40, well in excess of the 10% threshold.2.Sources of Support. Treas. Reg. 1.170A-9(f)(3)(iv).During the past five tax years, the Foundation has received contributions from a range of donors, including private individuals and families, corporations, private foundations and public charities.3.Representative Governing Body. Treas. Reg. 1.170A-9(f)(3)(v). The Foundation's twelve-member Board of Directors clearly represents broad public interests. A majority of the directors meet this requirement because they are public officials acting in their capacities as such, persons having special knowledge or expertise in the education field in which the Foundation operates, and others who represent a broad cross-section of the community. See Treas. Reg. 1.170A-9(f)(3)(v). The following are brief biographies of the Foundation's directors. Greg Jobin-Leeds. Mr. Jobin-Leeds helped to found the Foundation in 1991. Early in his career, he worked as a high school English teacher. He went on to train adult literacy teachers, and more recently he has worked to increase political access for disenfranchised populations. He has a Master's degree from the Teacher's College at Columbia University and more than 25 years of education, public policy, media, community organizing and leadership experience. He is a powerful speaker on the topic of "Strategic Philanthropy." Among other achievements, in partnership with the Teacher's College at Columbia University, Greg helped launch The National Academy for Excellent Teaching to improve teaching in urban schools. In 2007, Greg was appointed by Massachusetts Governor Deval Patrick to serve on the Massachusetts' Readiness Project Leadership Council, specifically as a member of the Long-term Funding subcommittee. Lilo Leeds. Ms. Leeds is a co-founder of the Foundation. She is co-founder and co-chairperson of the Institute for Student Achievement, a nonprofit organization committed to economic and social change in disadvantaged communities through education and youth programs. Lilo Leeds is a member of the Child Care Council of Nassau County, the Great Neck/Manhasset Community Child Care Partnership, and serves on the Advisory Board of the Arnold and Joan Saltzman/Hofstra Child Care Center. She was an Associate Trustee of North Shore University Hospital and is on the Board of the North Shore Child & Family Guidance. Lilo Leeds serves as an honoree of Women on the Job, was named "Woman of the Year" by the Long Island Association, was an honoree of the National Organization of Women and received the Barbara Kramer Memorial Award from the Port Washington Children's Center. Rinku Sen. Ms. Sen is the President and Executive Director of the Applied Research Center (ARC) and Publisher of ColorLines magazine. She has a rich history of organizing, writing and lecturing on issues of race, gender and activism. She received a B.A. in Women's Studies from Brown University in 1988 and is currently pursuing a M.A. in Journalism at Columbia University. She has written extensively about immigration, community organizing and women's lives for a wide variety of publications including Third Force, AlterNet, Race, Poverty, the Environment, Amerasia Journal and Colorlines. She edited We Are the Ones We Are Waiting For: Women of Color Organizing for Transformation, published by the Urban Rural Missions of the World Council of Churches in 1995. She was the principal investigator on research projects for the Ford and Ms. Foundations. Her latest book, Stir It Up: Lessons in Community Organizing, a guide for community organizations of all orientations was released in the fall of 2003. The book is a finalist for the 2004 Nautilus Book Award in the social change category. Michelle Coffey. As Senior Philanthropic Advisor, Ms. Coffey works closely with the New York Office Director to manage and lead the Tides Foundation's philanthropic service delivery. Her areas of focus include Criminal Justice Reform, Arts and Culture, HIV/AIDS and International grant making. Ms. Coffey joined Tides as a Program Officer in 2001. Prior to joining Tides, Michelle served as a Program Officer for the New York Foundation for the Arts and is grounded in the arts and culture community. Her professional affiliations and board memberships have been with the Grantmakers Without Borders as co-chair, The Schott Foundation for Public Education, Funders Concerned about AIDS, and the National Association of Artists' Organizations. Andrew Gillum. With a passion for public service, and the ability to motivate and mobilize people to action, Commissioner Andrew D. Gillum is known in his home state of Florida and nationally as an emerging leader. At the age of 23 and while still a student at Florida A&M University (FAMU), he became the youngest person ever elected to the Tallahassee City Commission in February 2003. In August 2004, Commissioner Gillum was re-elected by the citizens of Tallahassee to serve for a full four-year term as one of four on the Tallahassee City Commission. In November of 2004, Gillum was elected by his fellow City Commissioners to serve a one-year term as Mayor Pro Tem. Additionally, the joint body of City and County Commissioners, known as the Capital Region Transportation Planning Agency, elected him to serve as their chairperson for a year in 2005. In June 2003, he received the "Emerging Leaders Award" from the Congressional Black Caucus Foundation, Inc. (Washington, DC) for educating and motivating young adults to become more politically involved and for being an "invaluable source of guidance and inspiration to this generation of leaders." Ebony magazine's February 2004 edition featured Gillum as one of "The Fast Track 30 Leaders Who are 30 and Under." As National Director of the Young Elected Officials Network with PFAWF, Gillum spearheads a program that seeks to unite elected officials age 35 and under in a network which supports them with leadership and personal development training and public policy support. Gillum serves on the Board of Directors of the Black Youth Vote Coalition, a program of the National Coalition on Black Civic Participation (Washington, DC); is a member of the National Association for the Advancement of Colored People (NAACP); and a member of the Community of Faith Church. He holds a number of other board/committee memberships. Gerard Leeds. Mr. Leeds is a co-founder and member of the Board of Directors of the Institute for Student Achievement, Inc., which he founded with his wife, Lilo, in 1990. In 1971, prior to establishing the Institute, Gerard and Lilo Leeds founded CMP Media Inc., a major publisher of business newspapers, magazines, Internet and other information services for the high-tech industries. The company's socially responsible policies placed it in Fortune magazine as one of the 100 best companies to work for, and in Working Mother as one of the best companies for women workers. In addition to founding the Institute for Student Achievement, he is on the boards of several other organizations working on education issues. These include the Alliance for Excellent Education, located in Washington, DC, whose goal is to make excellent education for all children a reality. Gerard and Lilo Leeds are recipients of a large number of civic awards, including Socially Responsible Entrepreneurs of the Year, LIA Humanitarian Award, outstanding Philanthropists of the Year for NSFRE/L.I., were honored by the Urban League of L.I., the NYS Chapter of NAACP, the NYS United Teachers Association, and the American Jewish Committee. They were cited by Newsday in its report on "100 Who Shaped a Century".**Continued on Schedule O** RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4443397 4443397 372170 93043 0 0 320788 329458 362158 372170 1384574 2076861 108000 188000 55000 351000 80197 82365 90540 93043 346145 519218 71000 61000 132000 1056647 136944 350000 843591 1254137 -197490 1056647 1.00000 0 0 61066 61066 0 95575 73533 22042 22042 3074360 4483736 -1409376 184924 184924 -1224452 3259284 184924 184924 3074360 0 3074360 4483736 0 4483736 0 4483736 Part V, Line 4: Description of Intended Use of Endowment Funds: The Schott Foundation Endowment was created to provide long-term financial support for The Schott Foundation. Accordingly, these funds are managed with disciplined longer-term investment objectives and strategies designed to meet cash flows and spending requirements. Management of the assets is designed to attain the maximum total return consistent with acceptable and agreed upon levels of risk. It is the goal of the aggregate long-term investments to generate an average total annual return that exceeds the spending/payout rate plus inflation. Part X: Description of Uncertain Tax Positions Under FIN 48: The Foundation accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. Interest and penalties assessed, if any, are accrued as income tax expense. The Foundation has identified its tax status as a tax-exempt entity as a tax position. However, the Foundation has determined that such tax position does not result in uncertainties requiring recognition. The Foundation is not currently under examination by any taxing jurisdiction. Its Federal and state income tax returns are generally open for examination for the past 3 years. 1 Alliance for Quality Education 94 Central Ave albany NY 12206 223810450 501(C)(4) 135000 Improve NY Public Education Alliance for Quality Education 94 Central Ave albany NY 12206 223810450 501(C)(4) 5000 Improve NY Public Education Arkansas Public Policy Panel 1308 West Second St little rock AR 72201 710467088 501(C)(3) 20000 Develop Opportunity to Learn Campaign in AR Association of Black Foundation Executive 55 Exchange Place 5th Fl new york NY 10005 237156531 501(C)(3) 5000 Annual Membership Support Brooklyn College Foundation Brooklyn College 2900 Bedford Ave brooklyn NY 11210 111904329 501(C)(3) 142000 Education Brooklyn College FoundationRERIS Program Brooklyn College 2900 Bedford Ave brooklyn NY 11210 111904329 501(C)(3) 100000 Education Cambridge Family & Children's Service 60 Gore St cambridge MA 02141 042105057 501(C)(3) 150000 Education opportunity for working adults Campaign for Fiscal Equity 110 William St new york NY 10038 133706393 501(C)(3) 115000 NYS School system Reform Charles Hamilton Houston Inst for Race & Justice 125 Mt Auburn St cambridge MA 02135 042103580 501(C)(3) 5000 School Integration K-12 Critical Exposure 1816 12th St NW washington DC 20009 262829875 501(C)(3) 10000 Youth Empowerment Education Law Center 60 Park Pl Suite 30 newark NJ 07102 222014555 501(C)(3) 15000 Equal Educational Opportunity for All Go Beyond Foundation Inc 1342 Timberlane Rd 201A tallahassee FL 32312 261754229 501(C)(3) 5000 General Operating Groundwork Inc 595 Sutter Ave brooklyn NY 11207 731625176 501(C)(3) 100000 Improve Academic Achievement of Black Boys in NY Justice Matters 436 14th St Suite 700 oakland CA 94612 943275302 501(C)(3) 5000 Racial Justice in Schools Massachusetts Budget & Policy Center 15 Court Sq Suite 700 boston MA 02108 042967537 501(C)(3) 25000 Research & Ananlysis of Budget & Tax Policies in MA Metropolitan Center for Urban Education 726 Broadway 5th Fl new york NY 10003 135562308 501(C)(3) 13000 Education Trajectories of young black males in NY Metropolitan Center for Urban Education 726 Broadway 5th Fl new york NY 10003 135562308 501(C)(3) 100000 Assessing Effective Programs serving black males in NY National Council of Churches Committee on Public Education & Literacy 700 Prospect Ave cleveland OH 44115 135562417 501(C)(3) 5000 Ministries of Education & Faith Formation National Urban League 120 Wall St new york NY 10005 131840489 501(C)(3) 50000 Empowerment of African Americans National Economic & Social Rights Initiative 90 John St Suite 308 new york NY 10038 731714118 501(C)(3) 100000 School Discipline Reform & Conflict Management New Settlement Apartments FBO Coalition for Educational Justice New Settlement Apartments 1512 Townsend Ave bronx NY 10452 141719016 501(C)(3) 100000 Improve Academic Achievement of Black Boys in NY North Shore Child & Family Guidance Center 480 Old Westbury Rd roslyn heights NY 11577 111797183 501(C)(3) 10000 Children's Mental Health Northeast Action 1946 Washington St boston MA 02118 061136253 501(C)(3) 5000 Societal Justice PICO National Network 110 Maryland Ave NE Suite 108 washington DC 20002 942206497 501(C)(3) 10000 Community Revitalization Public Policy and Education Fund of NY 94 Central Avenue albany NY 12206 133364209 501(C)(3) 30000 Initiative on Early Childhood Education Public Policy and Education Fund of NY 94 Central Avenue albany NY 12206 133364209 501(C)(3) 15000 Racial Justice & Leadership Development Research Foundation of CUNY 230 West 41st St new york NY 10036 131988190 501(C)(3) 202105 Education for Teachers as Leaders Initiative Children's Aid Society 105 East 22nd St new york NY 10010 135562191 501(C)(3) 100000 Improve Academic Achievement of Black Boys in NY Community Foundation for the National Capital Region 1201 15th St NW Suite 420 washington DC 20005 237343119 501(C)(3) 5000 Improvement of college-ready graduation rates in DC Polytechnic Institute of NYU Office of Sponsored Research 6 Metrotech Ctr brooklyn NY 11201 111630820 501(C)(3) 100000 Improve Academic Achievement of Black Boys in NY Public Policy Institute 30 Winter St boston MA 02108 201903398 501(C)(3) 80000 Civic Engagement Third Sector New England (BUILD) 338 S Hight St denver CO 80209 042261109 501(C)(3) 20000 Early Childhood Systems Trustees of Columbia University in the City of NY 1210 Amsterdam Ave new york NY 10027 135598093 501(C)(3) 22000 Education Trajectories of young black males in NY United Way of NY 2 Park Ave new york NY 10016 132617681 501(C)(3) 30000 Childcare & Early Education Fund Wheelock College 200 The Riverway boston MA 02215 042103639 501(C)(3) 5000 Leadership Development 33 2 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Describe: The organization adheres to a strict policy for monitoring the use of grant funds in the United States by (1) enabling it to retain control and discretion as to the use of the funds; (2) maintaining records that establish that the funds were used for exempt purposes; and (3) limiting the distribution of funds to specific projects that are in furtherance of its own exempt purpose. In addition, each potential grantee must submit a grant proposal to the organization which outlines the grant amount requested and the purpose of the grant. The organization will then conduct a pre-grant inquiry which addresses the following: (1) the identify, prior history, and experience of the grantee organization and its managers; (2) whether the grantee has a history of compliance with the terms of previous grants; (3) the current project; and the connection t the organization's mission. After the grant has been approved, a grant award letter is sent to the grantee discussing the terms of the grant. This letter requires the grantee to furnish the grantor with a report on the use of the funds and the progress made in accomplishing the purpose of the grant. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 John h Jackson 256532 0 20000 0 0 0 20520 0 10974 0 308026 0 0 0 Cassie Schwerner 130157 0 6750 0 0 0 11415 0 30233 0 178555 0 0 0 Vahe Karlozian 122164 0 0 0 11737 0 6517 0 11459 0 151877 0 0 0 Part I, Line 1a All employees, including the President and CEO are eligible to be reimbursed $75 per month for health club membership. Form 990, Part VI, Section A, line 2 Greg Jobin-Leeds and Maria Jobin-Leeds are husband and wife. Greg Jobin-Leeds is the son of Liselotte J. Leeds and Gerard G. Leeds. Gerard G. Leeds and Liselotte J. Leeds are husband and wife. Form 990, Part VI, Section A, line 4 The organization restated its articles of incorporation. Article II was amended to modify the purpose of the corporation to conform with its new status as a publicly supported charity under section 501(c)(3) of the internal revenue code. Article IV was amended for similar reasons. Form 990, Part VI, Section B, line 11 The form 990 is prepared by the organization's outside accountants and is provided to the board via e-mail prior to being filed. Form 990, Part VI, Section B, line 12c Annually, all directors review a list of current grantees and vendor significant partners and declare any conflicts or potential conflicts. The conflict of interest policy is distributed annually. All officers and directors are required to sign an annual acknowledgement that they have received a copy of the policy, understand it, and agree to abide by its terms. Form 990, Part VI, Section B, line 15 The process of determining initial compensation of the organizations Chief Executive Officer and other officers and key employees includes a review by an outside search firm. A set of parameters including salary and job description guidelines is conveyed to the recruitment firm. The recruitment firm will seek out individuals with the appropriate background and also make recommendations as to the comparable salaries for similar positions. The basis of the compensation decision is documented and based on a determination that the amount paid is no more than reasonable in view of services rendered. The Executive Committee manages this process and makes a recommendation to the full board. Form 990, Part VI, Section C, line 19 The organization makes it governing documents, conflict of interest policy and financial statements available to the public upon request. An interested party may make a request directly to the organization. Additionally, the form 990 and audited financial statements are available via the Massachusetts Attorney General's website and www.guidestar.org. FORM 990, PAGE 11, PART XI: FINANCIAL STateMenTS & REPORTING LINE 2C-DOES ORGANIZATION HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF AUDIT? THERE HAVE BEEN NO CHANGES IN THE COMMITTEE'S RESPONSIBILTY FOR THE OVERSIGHT OF THE AUDIT. FORM 990, SCHEDULE A-PART II, SECTION C. COMPUTATION OF PUBLIC SUPPORT TEST LINE 17 - FACTS AND CIRCUMSTANCE TEST: continued from schedule A Maria Jobin-Leeds. Ms. Jobin-Leeds started her political career as a high school biology and health teacher in an inner-city parochial high school in Boston. Frustrated by the many crises her students faced, she spent the next decade doing AIDS education. She worked for the state, then a service organization with youth and adults. She provided prevention education, and designed and managed education programs. She is also a director of the Access Strategies Fund. Access Strategies funds and assists community organizations that work to make their voices heard in the creation of equitable public policies in Massachusetts. Maria has a Master's degree from the Harvard Graduate School of Education. She is on the Board of Directors of the Commonwealth Coalition, which cultivates progressive political power. Maisie Chin. Ms. Chin is a co-founder and current director of CADRE (Community Asset Development Re-defining Education), an independent, grassroots parent membership organization in South Los Angeles comprised of low-income African American and Latino parents/caregivers. After working in a K-16 institutional and foundation collaboration around education reform for over six years, Ms. Chin and a South L.A. parent launched CADRE in 2001. CADRE's mission is to solidify and advance parent leadership to ensure that all children are rightfully educated regardless of where they live. Through human rights-based community organizing and policy advocacy, CADRE parent leaders are fighting to end the pushout of low-income families of color from public schools and the school-to-prison pipeline. Under Ms. Chin's leadership CADRE has successfully influenced policy at the local school district level and is moving towards addressing state and national policies using the human rights framework. Ms. Chin is a native Californian and child of Chinese immigrants. She has been part of the educational and social justice movement for 16 years, dedicated to fighting institutional racism by protecting and transforming public education in low-income neighborhoods of color. She also has 18 years of experience in facilitation, training, and organizational development. Ms. Chin holds both a Bachelors of Arts in History and a Masters of Arts in Urban Planning - Community Development from the University of California, Los Angeles. In addition to directing CADRE, Ms. Chin is also an independent consultant and serves on the Board of Directors of Justice Matters, a national racial justice policy and research organization based in San Francisco, California. Jackie Jenkins-Scott. Ms. Jenkins-Scott is President of Wheelock College, a private college with a mission to improve the lives of children and families. Ms. Jenkins-Scott received her B.S. from Eastern Michigan University, received a Masters of Social Work from the Boston University School of Social Work, and completed a postgraduate research fellowship at Radcliffe College. From 1983 until 2004, Ms. Jenkins-Scott served as the President and Chief Executive Officer of the Dimock Community Health Center in Roxbury, Massachusetts. Prior to joining Dimock, she held several positions with the Commonwealth of Massachusetts, Departments of Public and Mental Health. Ms. Jenkins-Scott has served on many professional, civic and community boards and committees. She currently serves on the Board of Directors of The Boston Foundation, the Kennedy Library Foundation and Museum, the Boston Plan for Excellence and WGBH. She also serves on the Board of Directors of Century Bank and Trust Company and the Tufts Health Plan. In April 2007, Boston's Mayor Thomas M. Menino selected Ms. Jenkins-Scott to Co-Chair his School Readiness Action Planning Team, charged with developing specific strategies to prevent the achievement gap among the next generation of students. Ms. Jenkins-Scott was asked by Governor Deval L. Patrick to Co-Chair the "Readiness Project," the group responsible for developing a 10-year strategic plan to implement the vision for education in the Commonwealth of Massachusetts. Ms. Jenkins-Scott has received numerous awards and citations including the 2005 Associated Industries of Massachusetts Legacy of Leadership award, 2004 Pinnacle Lifetime Achievement Award from the Greater Boston Chamber of Commerce and the 2004 Distinguished Alumni Award from Boston University. Ian Inaba. Mr. Inaba is an accomplished filmmaker, organizer, and new media expert. As Co-Executive Director of Citizen Engagement Lab, he has guided the incubation of various projects including Presente.org, the leading online advocacy organization focused on the concerns of Latino communities. Previously, he co-founded VideoTheVote.org, a nationwide network of citizen journalists that monitor election irregularities and has aided the growth of ColorOfChange.org, the largest online constituency representing the concerns of Black America and GetEQUAL.org, an organizing project calling for LGBTQ equality. Mr. Inaba directed and edited the 2006 Sundance award-winning documentary American Blackout, chronicling voter suppression. He wrote, directed, and produced Eminem's music video "Mosh," which was viewed over 10 million times online and nominated for an MTV Video Music Award. He also co-authored the book True Lies, published by Penguin/Plume. Mr. Inaba was previously Director of Corporate Development for Checkpoint Software Technologies (NASD: CHKP) and an investment banker with Robertson, Stephens and Company. He is a graduate of the Wharton School of Business and the School of Engineering and Applied Science at the University of Pennsylvania. Deborah Labelle. Ms. LaBelle is an attorney, professor, writer and advocate who focuses on the human rights of people in detention. She has been lead counsel in over a dozen class actions that have successfully challenged policies affecting the treatment of incarcerated men, women and juveniles and their families. She has represented clients before the United States Supreme Court and in international forums. She was the first American recognized by Human Rights Watch as a Human Rights Monitor, for her work on behalf of incarcerated women and girls. Ms. Labelle's publications involving human rights of women in detention include Women at the Margins, Neglect, Punishment and Resistance (Haworth, 2002); Ensuring Rights for All: Realizing Human Rights for Prisoners in Bringing Human Rights Home (Praeger Press, 2008); and Bringing Human Rights Home to the World of Detention (Columbia Human Rights Law Review, Vol. 40.1, Fall 2008). Ms. LaBelle is a Senior Soros Justice Fellow and, in addition to her private practice, director of the American Civil Liberties Union's Juvenile Life Without Parole Initiative. She is a recipient of Michigan's State Bar Champion of Justice Award, recognized as one of Michigan's top lawyers. She received the National Trial Lawyer of the Year Award from Public Interest (2008) and National Lawyer Guild, Law for the People (2008). She has been interviewed by Terry Gross on Fresh Air, NPR Radio, on Human Rights and Women's Rights; appeared on Justice Talking with NPR's Margot Adler; and made numerous other broadcast media appearances on justice and human rights issues. She has also received the Wade Hampton McCree Jr. Award for the advancement of social justice presented by the Federal Bar (2009) and the Susan B. Anthony Award from the University of Michigan (2010). Alvin Louis Starks. Mr. Starks is a progressive racial justice researcher and advocate who works in philanthropy and civil rights advocacy to address issues of systemic inequality. His visionary leadership and innovative philanthropic research supports a new generation of ideas and organizations to explore the intersections of human rights, racial justice, cross movement building and gender equity. He has written numerous reports and strategy papers for donors and foundations exploring progressive activities to strengthen social change. He has an extensive philanthropic background that has granted him the unique privilege to work at several leading foundations. For over eight years, Mr. Starks worked at the Open Society Institute and in 2004 created and directed the Open Society Institute's Racial Justice Initiative. Before joining OSI, he held the position of Senior Program Officer for Racial Justice and Gender Identity at the Arcus Foundation. There, his work focused on building the foundation's mission to advance the intersections of race, sexuality and gender identity. In late 2009, he began work with the national NAACP to encourage new progressive advocacy and build philanthropic engagement. Mr. Starks received his formal education from the State University of New York and Columbia University in New York City. He sits on several nonprofit boards. FORM 990, SCHEDULE A-PART II, SECTION C. COMPUTATION OF PUBLIC SUPPORT TEST LINE 17 - FACTS AND CIRCUMSTANCE TEST - continued 4. Public participation in programs or policies. Treas. Reg. 1.170A-9(f)(3)(vi). By disseminating its research through publications and conferences, the Schott Foundation shares its scholarship and policy recommendations regarding public education in this country in the hope of closing the opportunity gap to ensure that all children have equal access to a high quality pre-k through 12th grade education. Treas. Reg. 1.170A-9(f)(3)(vi)(b) provides that "an organization [that] is an educational or research institution which regularly publishes scholarly studies that are widely used by colleges and universities or by members of the general public will also be considered evidence that such organization is "publicly supported." Furthermore, Treas. Reg. 1.170A-9(f)(3)(vi)(c) provides that "the participation in, or sponsorship of, the programs of the organization by members of the public having special knoweldge or expertise, public officeals, or civic or community leaders" will be considered evidence that an organization is "publicaly supported." The Foundation clearly meets both of these standards. For example, from November 5-7, 2009, the Foundation hosted its 2nd annual Opportunity to Learn Summit, entitlted "Building a National Movement to Close the Opportunity Gap." The Summit was designed to provide a platform for philanthropic partners, grassroots community advocates, federal and state policymakers, youth organizers and researchers to share critical advocacy strategies, funding approaches and networks to build a state and national movement to provide all students an opportunity to learn. Featured speakers included government officials (Russlyn Ali, Assistant Secretary for Civil Rights, US Department of Education; Congressman Chaka Fattah, US House of Representatives), prominent community leaders (Stephanie Elam, Anchor, CNN; Charles Ogletree, Harvard Law School Professor of Law), leaders in the philanthropic community (Gail Christopher, Vice President for Programs, WK Kellogg Foundation, Dr. Fred Frelow, Education and Scholarship Program Officer, Ford Foundation) and education leaders (Dr. Linda Darling Hammond, Professor of Education, Stanford University; John Stocks, Deputy Executive Director, National Education Association). A review of the Foundation's website reveals numerous publications and reports, available in PDF format for any interested reader to download, in the following categories: * Opportunity to Learn (e.g., LOST OPPORTUNITY: A 50-STATE REPORT ON THE OPPORTUNITY TO LEARN IN AMERICA, published in May 2009). * A Positive Future for Black Boys (e.g., GIVEN HALF A CHANCE: THE SCHOTT 50 STATE REPORT ON PUBLIC EDUCATION FOR BLACK MALES, published in July 2008). * The Schott Fellowship on Early Care and Education (e.g., ENSURING HIGH QUALITY EARLY EDUCATION FOR ALL CHILDREN IN THE COMMONWEALTH OF MASSACHUSETTS, published in June 2005). * Public Policy and Leadership (e.g., PEER-LED PROFESSIONAL DEVELOPMENT FOR EQUITY AND DIVERSITY: A REPORT FOR TEACHERS AND ADMINISTRATORS BASED ON FINDINGS FROM THE SEED PROJECT, published in May 2007). * Gender Equity (e.g., KEEPING SCORE: GIRLS' PARTICIPATION IN HIGH SCHOOL ATHLETICS IN MASSACHUSETTS, published in February 2004). The Foundation also serves its mission by making grants to public charities that promote equity in education. Recent grantees include: * Coalition of Schools Educating Boys of Color. COSEBOC seeks to enable all students to be lifelong learners, productive workers, and thoughtful members of our families and global communities. This grant provides support for the annual "Gathering of Leaders" conference and research on best practices for educating boys of color, especially Black boys. * The Black Star Project. The Black Star Project seeks to increase the involvement of fathers and other positive male role models of color in the educational lives of children. This grant provides support for the Million Father March and parent leadership development to support father involvement in children's schools and their children's healthy development and education. * Boston Area Youth Organizing Project. BYOP is a youth led initiative where youth and adults are united by a common purpose to increase youth power and create positive social change. BYOP's goals are to improve the lives of young people in their communities and increase the ability of young people to participate in the political processes that affect their lives. This grant provides support for youth leadership development and community organizing to strengthen student engagement and problem solving in Boston public high schools. * Boston Parents Organizing Network (BPON). BPON seeks to organize a diverse constituency of parents, students, family and other community members to support and advocate for the improvement of Boston Public Schools (BPS). This grant provides support to increase parent leadership and engagement for increased state-level investment in public education at the state, district, and school levels. * Charles Hamilton Houston Institute for Race and Justice at the Harvard Law School. CHHIRJ seeks to address the structural and systemic racism that continue to plague the nation's law, policies, institutions and interactions by bringing together students, faculty, practitioners, civil rights and business leaders, community advocates, litigators, and policymakers in a variety of forums, conferences and meetings. This grant provides support for research under the initiative entitled "Redirecting the School to Prison Pipeline." The goal of the initiative is to address the issues of drop-out/ push out that is directly related to the suspension and/ or expulsion of minority students in MA public schools. * Freedom House - Project Listen. Freedom House seeks to organize a diverse constituency of parents, students, family and other community members to support and advocate for the improvement of Boston Public Schools (BPS). This grant provides support to strengthen youth leadership and organize parents, students, and other community members to advocate for the improvement of Boston Public Schools. * National Women's Law Center. NWLC seeks to protect and advance the progress of women and girls at work, in school, and in virtually every aspect of their lives. This grant provides support for a research partnership between NWLC and the Mexican American Legal Defense and Education Fund (MALDEF) to identify challenges faced by Latinas in school, identifying promising interventions to reduce the dropout rate. * Teachers as Leaders. Teachers as Leaders seeks to increase opportunities for teaching as a career, advancing educational opportunities for the least advantaged in NYC. This grant provides general support to the Teachers as Leaders program, a project of the Black Male Initiative at the City University of New York (CUNY). 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