STRATEGY STUDIO / PUBLIC DATA EXPLORER

NATIONAL ACADEMY OF EDUCATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ACADEMY OF EDUCATION (EIN 77-0415802)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202403179349103305
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T16:38:29-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521711839PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COUNCILOR BUCHANAN & MITCHELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17910 WOODMONT AVE STE 500AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770415802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NATIONAL ACADEMY OF EDUCATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone2023342340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 FIFTH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY WHITEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2023342340PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY W CAPORALEPreparerPersonNm
PTINP00235685PTIN
Phone3019860600PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,963,995FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,270,752ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$66,575DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,575DividendsNetInvstIncmAmt
Dividends Adj Net Incm$66,575DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,125NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,210GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$213,655OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$213,655OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$14,544,857TotalRevAndExpnssAmt
Total Net Invst Incm$66,575TotalNetInvstIncmAmt
Total Adj Net Incm$280,230TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$156,455CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$156,455CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$520,613OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$509,021OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$160,877PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$150,087PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$86,173AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$85,753AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$79,084OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,859OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,859OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$77,600OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$54,837TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$54,837TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$39,159OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$38,619OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,005,983TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,114,165TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$186,757OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$181,635OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,289,938TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,859TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,859TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,368,172TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,742,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,800,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,032,438TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,859TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,859TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,168,172TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,512,419ExcessRevenueOverExpensesAmt
Net Investment Income$60,716NetInvestmentIncomeAmt
Adjusted Net Income$274,371AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$463,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,280,215SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,280,215SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$117,581AcctRcvblAmt
Acct Rcvbl BOY$72,573AcctRcvblBOYAmt
Acct Rcvbl EOY$117,581AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$117,581AcctRcvblEOYFMVAmt
Grants Receivable BOY$4,345,560GrantsReceivableBOYAmt
Grants Receivable EOY$13,866,081GrantsReceivableEOYAmt
Grants Receivable EOYFMV$13,866,081GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$17,220PrepaidExpensesBOYAmt
Prepaid Expenses EOY$121,758PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$121,758PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$353,951USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,843,349USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,843,349USGovtObligationsEOYFMVAmt
Corporate Stock BOY$177,239CorporateStockBOYAmt
Corporate Stock EOY$209,065CorporateStockEOYAmt
Corporate Stock EOYFMV$209,065CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,023,866CorporateBondsBOYAmt
Corporate Bonds EOY$525,946CorporateBondsEOYAmt
Corporate Bonds EOYFMV$525,946CorporateBondsEOYFMVAmt
Other Assets BOY$992,405OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$8,445,836TotalAssetsBOYAmt
Total Assets EOY$17,963,995TotalAssetsEOYAmt
Total Assets EOYFMV$17,963,995TotalAssetsEOYFMVAmt
Accounts Payable BOY$197,354AccountsPayableBOYAmt
Accounts Payable EOY$107,401AccountsPayableEOYAmt
Other Liabilities BOY$1,857,220OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,808,455OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,054,574TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,915,856TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$677,297NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$806,301NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$5,713,965DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$15,241,838DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,391,262TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,048,139TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,445,836TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,963,995TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,391,262TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,512,419ExcessRevenueOverExpensesAmt
Other Increases$144,458OtherIncreasesAmt
Subtotal$16,048,139SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,048,139TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STOCKS, BONDS, MUTUAL FUNDS - ST2023-04-192023-12-31$4,281$4,609-$328-$328
STOCKS, BONDS, MUTUAL FUNDS - LT2022-06-302023-12-31$37,929$43,726-$5,797-$5,797
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,125CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$328NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$844InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$844SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$844TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,248EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,248TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$404OverpaymentAmt
Applied To ES Tax$404AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NAEDUCATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GREGORY WHITEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023342340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 FIFTH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL D LEE
500 FIFTH ST NWWASHINGTONDC20001PRESIDENT5.00$0$0$0
PAMELA GROSSMAN
500 FIFTH ST NWWASHINGTONDC20001VICE PRESIDENT1.00$0$0$0
JAMES SPILLANE
500 FIFTH ST NWWASHINGTONDC20001SECRETARY/TREASURER1.00$0$0$0
MEGAN BANG
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
ALFREDO J ARTILES
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
MEGAN FRANKE
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
VIVIAN GADSDEN
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
WILLIAM F TATE IV
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
LOIS M WEIS
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
GREGORY WHITE
500 FIFTH ST NWWASHINGTONDC20001EXECUTIVE DIRECTOR40.00$129,358$27,097$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
AMY BERMAN
500 FIFTH ST NWWASHINGTONDC20001DEPUTY DIRECTOR40.00$95,278$27,206$0
DIAN DONG
500 FIFTH ST NWWASHINGTONDC20001PROGRAM OFFICER, RES40.00$92,177$22,581$0
ABIGAIL BELL
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR, SPECIAL PR40.00$81,585$29,357$0
TESS BONNETTE
500 FIFTH ST NWWASHINGTONDC20001MANAGER, ADMINISTRAT20.00$70,484$23,867$0
MARIA GAHAN
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR, PROFESSION40.00$54,918$14,176$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YOUR PART-TIME CONTROLLERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 WALNUT STREET SUITE 1200AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Service TypeOUTSOURCED CONTROLLERServiceTypeTxt
Compensation$59,441CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE NATIONAL ACADEMY OF EDUCATION (NAED)/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS RECEIVE $70,000 IN FUNDING, ATTEND PROFESSIONAL DEVELOPMENT RETREATS, AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. THIS FELLOWSHIP IS NONRESIDENTIAL,AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.Description1Txt
Expenses1$2,536,018Expenses1Amt
Description2THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SEEKS TO ENCOURAGE A NEW GENERATION OF SCHOLARS FROM A WIDE RANGE OF DISCIPLINES AND PROFESSIONAL FIELDS TO UNDERTAKE RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. THESE $27,500 FELLOWSHIPS SUPPORT INDIVIDUALS WHOSE DISSERTATIONS SHOW POTENTIAL FOR BRINGING FRESH AND CONSTRUCTIVE PERSPECTIVES TO THE HISTORY, THEORY, OR PRACTICE OF FORMAL OR INFORMAL EDUCATION ANYWHERE IN THE WORLD. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD.Description2Txt
Expenses2$1,708,857Expenses2Amt
Description3CIVIC REASONING AND DISCOURSE IS AN INITIATIVE TO IMPROVE STUDENTS' LEARNING IN CIVIC REASONING, DEBATE, AND DISCOURSE BY ENSURING THAT THE PEDAGOGY, CURRICULUM, AND LEARNING ENVIRONMENTS THAT THEY EXPERIENCE ARE INFORMED BY THE BEST AVAILABLE EVIDENCE. THE PROJECT INCLUDES COMMISSIONED PAPERS, A SUMMARY REPORT, AND PRACTITIONER BRIEFS THAT PROVIDE A SYNTHESIS OF FINDINGS AS WELL AS ACTIONABLE GUIDANCE FOR POLICY MAKERS AND PRACTITIONERS.Description3Txt
Expenses3$74,790Expenses3Amt
Description4THE EVALUATING AND IMPROVING TEACHER PREPARATION PROGRAM AIMS TO IDENTIFY BEST PRACTICES AMONG EXISTING MODELS OF EVALUATION TOOLS AND PROVIDE RECOMMENDATIONS FOR THE DEVELOPMENT OF NEW APPROACHES. UNDER THE DIRECTION OF AN INTERDISCIPLINARY STEERING COMMITTEE OF RESEARCHERS AND PRACTITIONERS IN TEACHER EDUCATION, THE PROJECT OUTCOMES WILL BE MADE APPLICABLE AND ACCESSIBLE TO DIFFERENT STAKEHOLDERS, INCLUDING STATE AND FEDERAL AGENCIES, TEACHER PREPARATION PROGRAMS, PRACTITIONERS, AND RESEARCHERS. THIS INITIATIVE WILL PRODUCE: (1) RE-PUBLICATION OF A PREVIOUS REPORT ON TEACHER EDUCATION AS AN EXPANDABLE WEBSITE; (2) A COMMISSIONED PAPER SERIES ON KEY ASPECTS OF TEACHER PREPARATION AND INSTRUCTIONAL QUALITY; AND (3) A PEER-REVIEWED CONSENSUS STUDY THAT IDENTIFIES BEST PRACTICES AND PROVIDES RECOMMENDATIONS FOR DEVELOPING NEW MODELS OF TEACHER PREPARATION EVALUATION AND IMPROVEMENT.Description4Txt
Expenses4$244,648Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,997,300AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,573,467AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$466,685FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,037,452TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,037,452AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$90,562CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,946,890NetVlNoncharitableAssetsAmt
Minimum Investment Return$297,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,168,172ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,168,172QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1996-07-23PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$274,371CurrentYearAmt
Year1$163,869Year1Amt
Year2$64,352Year2Amt
Year3$151,366Year3Amt
Total$653,958TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$233,215CurrentYearAmt
Year1$139,289Year1Amt
Year2$54,699Year2Amt
Year3$128,661Year3Amt
Total$555,864TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$5,168,172CurrentYearAmt
Year1$5,116,913Year1Amt
Year2$3,573,811Year2Amt
Year3$4,395,516Year3Amt
Total$18,254,412TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$5,168,172CurrentYearAmt
Year1$5,116,913Year1Amt
Year2$3,573,811Year2Amt
Year3$4,395,516Year3Amt
Total$18,254,412TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$198,230CurrentYearAmt
Year1$156,865Year1Amt
Year2$146,883Year2Amt
Year3$123,547Year3Amt
Total$625,525TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
NATIONAL ACADEMY OF EDUCATION
500 FIFTH ST NWWASHINGTONDC200012023342341GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)SEE NAED'S WEBSITE FOR SUBMISSION DEADLINESTHE NAED/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS WILL RECEIVE $70,000 FOR ONE ACADEMIC YEAR OF RESEARCH, OR $35,000 FOR EACH OF TWO CONTIGUOUS YEARS, WORKING HALF TIME. APPLICANTS MUST HAVE HAD THEIR PHD, EDD, OR EQUIVALENT RESEARCH DOCTORATE DEGREE CONFERRED WITHIN 2-5 YEARS. THIS FELLOWSHIP IS NON-RESIDENTIAL, AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.
NATIONAL ACADEMY OF EDUCATION
500 FIFTH ST NWWASHINGTONDC200012023342341GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)SEE NAED'S WEBSITE FOR SUBMISSION DEADLINESTHE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SUPPORTS DOCTORAL STUDENTS FROM A BROAD ARRAY OF DISCIPLINES TO UNDERTAKE DISSERTATION RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. FELLOWS RECEIVE $27,500 FOR A PERIOD OF UP TO 2 YEARS TO SUPPORT THEIR DISSERTATION WRITING. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD.

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
HAUCK ELIZABETH
UW-MADISON RESEARCH AND SPONSOREDPROGRAMS 21 N PARK STREET SUITE 640MADISONWI537151218I2021 DISSERTATION$13,750
AHEARN CAITLIN
11811 VENICE BLVD APT 139LOS ANGELESCA90066I2022 DISSERTATION$13,750
ARENAS PACHECO CARLOS DIEGO
UNIVERSITY OF NOTRE DAME RESEARCHSPONSORED PROGRAMS ACCOUNTING 836 GNOTRE DAMEIN46556I2022 DISSERTATION$27,500
BECKER MARIANA
101 NEWBURG STREETROSLINDALEMA02131I2022 DISSERTATION$13,750
BLUNT TAKERIA
GEORGIA TECH BURSARS OFFICE LYMANHALL SUITE 111 225 NORTH AVENUEATLANTAGA30332I2022 DISSERTATION$13,750
BRIDGEFORTH JAMES
2133 1/2 PACIFIC AVENUE APT 4LONG BEACHCA90806I2022 DISSERTATION$13,750
CUARTAS RICAURTE JOSE ARMANDO
501 TALBOT AVE APT 1DORCHESTER CENTERMA02131I2022 DISSERTATION$13,750
GATES ZAYNAB
4030 W ASHLAND AVVISALIACA93277I2022 DISSERTATION$27,500
GUERRERO-ROSADA PAOLA ANDREA
UNIVERSITY OF MICHIGAN 2500 STUDENTACTIVITIES BLDG 515 EAST JEFFERSONANN ARBORMI481091316I2022 DISSERTATION$13,750
HAMM-RODRIGUEZ MOLLY
UNIVERSITY OF COLORADO 249 UCBSCHOOL OF EDUCATIONBOULDERCO080390249I2022 DISSERTATION$13,750
HO JACQUELINE
CORNELL UNIVERSITY SPONSOREDFINANCIAL SERVICES PO BOX 22ITHACANY148512820I2022 DISSERTATION$13,750
HOOK TYLER
UNIVERSITY OF WISCONSIN RESEARCHAND SPONSORED PROGRAMS 21 N PARK STMADISONWI537151218I2022 DISSERTATION$27,500
HOSSEINI ZAINAB
3684 ROXBURY LNHAYWARDCA94542I2022 DISSERTATION$13,750
KOEPP ANDREW
3467 LAKE AUSTIN BLVD APT CAUSTINTX787035555I2022 DISSERTATION$13,750
KUPPERS SINJA
603 WATTS STREET APT 6DURHAMNC27701I2022 DISSERTATION$13,750
LABRANCHE JILLIAN
UNIVERSITY OF MINNESOTA SPONSOREDPROJECTS ADMIN 450 MCNAMARA ALUMNIMINNEAPOLISMN554552070I2022 DISSERTATION$13,750
LANDEROS JUDITH
1421 S 51ST COURTCICEROIL60804I2022 DISSERTATION$13,750
LEIBOVITZ TALIA
808 52ND STOAKLANDCA94608I2022 DISSERTATION$13,750
MANTILLA BLANCO PAULA
468 W 142ND ST APT 4NEW YORKNY10031I2022 DISSERTATION$13,750
MARSHALL JESSICA
4057 SOUTH ELLIS AVENUECHICAGOIL60653I2022 DISSERTATION$13,750
MCLEOD IV WILLIAM
5414 HERMIT TERRACEPHILADELPHIAPA19128I2022 DISSERTATION$13,750
MOORE JAZMEN
2514 149TH PLACE SWLYNWOODWA98087I2022 DISSERTATION$13,750
SAHAI HARSHIL
UNIVERSITY OF CHICAGO UNIVERSITYRESEARCH ADMIN 6054 SOUTH DREXEL AVCHICAGOIL60637I2022 DISSERTATION$13,750
SANCHEZ-BAUTISTA CONSUELO
1062 27TH AVE SE APT FMINNEAPOLISMN55414I2022 DISSERTATION$13,750
SMITH DAVID
PO BOX 672117CHUGIAKAK99567I2022 DISSERTATION$13,750
STOVALL JESSICA
729 ESCONDIDO ROAD APT 439STANFORDCA94305I2022 DISSERTATION$13,750
THAKURTA ANKHI
30 BENEDICT CRESCENTBASKING RIDGENJ07920I2022 DISSERTATION$13,750
VASQUEZ BRITTANY
UNIVERSITY OF MICHIGAN 22-PAF073833003 S STATE STREETANN ARBORMI48109I2022 DISSERTATION$13,750
WILSON CHANELLE
5446 MARKET STPHILADELPHIAPA19139I2023 POSTDOCTORAL$35,000
CORTEZ ARTURO
CAMPUS CONTROLLERS OFFICE PO BOX910220DENVERCO80291I2023 RDA$5,000
HERNANDEZ LAURA
6301 PINEHAVEN ROADOAKLANDCA94611I2023 RDA$5,000
LEATHERWOOD DARNELL
3625 JACKSON AVERICHTON PARKIL60471I2023 RDA$5,000
PHAM JOSEPHINE
UCSC 1156 HIGH STREET ATTN SBSFINANCIAL SERVICE CENTERSANTA CRUZCA95064I2023 RDA$5,000
TALBERT RACHEL
525 W 120TH STREET BOX 21NEW YORKNY10027I2023 RDA$5,000
WILEY KATHRYN
1407 BELLE VIEW BLVD APARTMENT A1ALEXANDRIAVA22307I2023 RDA$5,000
ANDERSON BRENDA
3454 N SIERRA SPRINGS DRIVETUSCONAZ85712I2023 DISSERTATION$13,750
BIVINS ALYSSA
1001 N RANDOLPH STAPT 820ARLINGTONVA22201I2023 DISSERTATION$13,750
BLATT LORRAINE
500 ROSS STREET 154-0455PITTSBURGHPA15262I2023 DISSERTATION$27,500
DARCY KEVIN
917 S TERRY STREETLONGMONTCO80501I2023 DISSERTATION$13,750
DAVIS AVERY
2800 NORTH CHARLES STREETBALTIMOREMD21218I2023 DISSERTATION$13,750
ESBOLDT JOY
518 NW 16TH STREETCORVALLISOR97330I2023 DISSERTATION$13,750
FUREY JANE
C/O BNY MELLON BANK BOX 223231PITTSBURGHPA15251I2023 DISSERTATION$13,750
GABLE ALEXIS
2301 N MAPLEWOOD AVE APT 1ECHICAGOIL60647I2023 DISSERTATION$13,750
GUPTA SALONI
3333 BROADWAY APT B 10JNEW YORKNY10031I2023 DISSERTATION$27,500
HALLE-ERBY KYLE
4246 CREED AVENUELOS ANGELESCA90008I2023 DISSERTATION$13,750
HARRISON EMILEIGH
6133 S DREXEL AVE APT 4ACHICAGOIL60637I2023 DISSERTATION$13,750
HERNANDEZ MARTHA MORALES
9209 MISSION DRIVEROSEMEADCA91770I2023 DISSERTATION$13,750
JONATHAN ORELIA
35 LOMASNEY WAY APT 1911BOSTONMA02114I2023 DISSERTATION$27,500
KAUL MAYA
1700 CHESTNUT STREET UNIT 403PHILADELPHIAPA19103I2023 DISSERTATION$13,750
KILLEN HEATHER
716 THAYER AVESILVER SPRINGMD20910I2023 DISSERTATION$13,750
LOH YUI LEH TIMOTHY
5 FLORENCE ST APT 3CAMBRIDGEMA02139I2023 DISSERTATION$13,750
MACKEVICIUS CLAIRE
4835 N ASHLAND AVE APT 1ECHICAGOIL60640I2023 DISSERTATION$13,750
MILLER LOIS
OFFICE OF RESEARCH SPONSOREDPROGRAMS DRAWER 538MILWAUKEEWI53278I2023 DISSERTATION$13,750
PAPCZUN KRISTY ULRICH
1209 E 53RD STREET 2CHICAGOIL60615I2023 DISSERTATION$27,500
REY-GUERRA CATALINA
501 TALBOT AVE APT 1DORCHESTER CENTERMA02124I2023 DISSERTATION$13,750
ROJAS MARIA
435 GOODING WAY APT 465ALBANYCA94706I2023 DISSERTATION$27,500
ROMANO LINDSAY
1823 HAVEN AVEOCEAN CITYNJ08226I2023 DISSERTATION$13,750
ROSARIO ROBERTO JOSIAH
6821 N WANE AVECHICAGOIL60626I2023 DISSERTATION$13,750
SAINI RUCHI
876 LOUISE CIRCLEDURHAMNC27705I2023 DISSERTATION$13,750
SCULLY IONAH
215 LILLIAN AVENUESYRACUSENY13206I2023 DISSERTATION$13,750
SOUYET NICOLAS ROJAS
525 W 120TH STNEW YORKNY10027I2023 DISSERTATION$13,750
SURRATT ZARA
1728 SOUTHPOINT CROSSING DRIVEDURHAMNC27713I2023 DISSERTATION$13,750
YOO PAUL
4064 MADISON AVECULVER CITYCA90232I2023 DISSERTATION$13,750
LEATH SEANNA
UNIVERSITY OF VIRGINIA 1001 EMMETST NORTH PO BOX 400195CHARLOTTESVILLEVA22904I2021 POSTDOCTORAL$35,000
LIMERICK NICHOLAS
TEACHERS COLLEGE COLUMBIA UNIVERSIT525 W 120TH STREET BOX 021NEW YORKNY100276605I2021 POSTDOCTORAL$35,000
SOLIZ ADELA
VANDERBILT UNIVERSITY RESEARCHFINANCE PMB 401591 2301 VANDERBILTNASHVILLETN37240I2021 POSTDOCTORAL$35,000
SUTTON APRIL
UNIV OF CALIFORNIA SAN DIEGOCONTRACT GRANT ADMIN 9500 GILMAN DRLA JOLLACA920930009I2021 POSTDOCTORAL$35,000
WEATHERS ERICKA
PENNSYLVANIA STATE UNIV RESEARCHACCOUNTING 227 W BEAVER AVE STE 401STATE COLLEGEPA16801I2021 POSTDOCTORAL$35,000
BAKER DOMINIQUE
SOUTHERN METHODIST UNIVERSITY DAVIDEWING DIR GRANT ACCTG PO BOX 750259DALLASTX752750259I2022 POSTDOCTORAL$70,000
CHAVEZ-MORENO LAURA
UC REGENTS BOX 957089 1125 MURPHYHALL 405 HILGARD AVELOS ANGELESCA90095I2022 POSTDOCTORAL$70,000
EMERICK MARK
MUHLENBERG COLLEGE 2400 CHEW STREETALLENTOWNPA18104I2022 POSTDOCTORAL$70,000
GANIMIAN ALEJANDRO
NYU OFFICE OF SPONSORED PROGRAMS665 BROADWAY SUITE 801NEW YORKNY10012I2022 POSTDOCTORAL$35,000
GARGROETZI EMMA
UNIVERSITY OF TEXAS AT AUSTINOFFICE OF ACCOUNTING OSP-SPAA PO BOAUSTINTX78713I2022 POSTDOCTORAL$35,000
HENRY DAPHNE
3100 CATHEDRAL OF LEARNINGPITTSBURGHPA15260I2022 POSTDOCTORAL$35,000
HIGGS JENNIFER
PO BOX 741816LOS ANGELESCA900741816I2022 POSTDOCTORAL$35,000
HUERTA ADRIAN
3500 S FIGUEROA STREET SUITE 102LOS ANGELESCA200898001I2022 POSTDOCTORAL$35,000
HYRES ALEXANDER
1721 CAMPUS CENTER DRIVE ROOM 3202SALT LAKE CITYUT84112I2022 POSTDOCTORAL$35,000
JOHNSON REBECCA
PO BOX 825738PHILADELPHIAPA191825738I2022 POSTDOCTORAL$70,000
KELLY LAUREN
33 KNIGHTSBRIDGE ROAD 2ND FLOOR -EAST WINGPISCATAWAYNJ088543925I2022 POSTDOCTORAL$35,000
KUEHL RACHELLE
300 TURNER STREET NW SUITE 4200BLACKSBURGVA24061I2022 POSTDOCTORAL$35,000
MCGREW SARAH
4101 CHESAPEAKE BUILDING 4300TERRAPIN TRAILCOLLEGE PARKMD207423141I2022 POSTDOCTORAL$35,000
QIN KONGJI
500 ROSS ST 154-0455 ATTN 371220PITTSBURGHPA152620001I2022 POSTDOCTORAL$35,000
QIN XU
500 ROSS ST 154-0455 ATTN 371220PITTSBURGHPA152620001I2022 POSTDOCTORAL$35,000
SANABRIA TANYA
5151 STATE UNIVERSITY DRIVE GE 314LOS ANGELESCA90032I2022 POSTDOCTORAL$35,000
SANTA-RAMIREZ STEPHEN
CASH RECEIPTS DEPARTMENT PO BOX 9ALBANYNY122010009I2022 POSTDOCTORAL$35,000
SCHUELER BETH
OFFICE OF SPONSORED PROGRAMS PO BOX400195 1001 N EMMET STREETCHARLOTTESVILLEVA229044195I2022 POSTDOCTORAL$35,000
SMITH-PURVIANCE ASHLEY
THE OHIO STATE UNIVERSITY 1960KENNY ROADCOLUMBUSOH43210I2022 POSTDOCTORAL$35,000
STRONG KRYSTAL
RUTGERS UNIVERSITY RESEARCHFINANCIAL SERVICES 33 KNIGHTSBRIDGEPISCATAWAYNJ088543925I2022 POSTDOCTORAL$35,000
SUAREZ ENRIQUE
UNIVERSITY OF MASSACHUSETTS 100VENTURE WAY SUITE 201HADLEYMA01035I2022 POSTDOCTORAL$35,000
WALLACE DERRON
BRANDEIS UNIVERSITY 415 SOUTHSTREET MS 110WALTHAMMA02453I2022 POSTDOCTORAL$70,000
WILLIAMS BRITTANY
UNIVERSITY OF VERMONT SPONSOREDPROJECTS 217 WATERMAN BLDG 85 SOUTHBURLINGTONVT05405I2022 POSTDOCTORAL$70,000
BLANEY JENNIFER
NORTHERN ARIZONA UNIVERSITYSPONSORED RECEIVABLES PO BOX 4080FLAGSTAFFAZ86011I2023 POSTDOCTORAL$35,000
CIOE-PENA MARIA
PO BOX 785541PHILADELPHIAPA19178I2023 POSTDOCTORAL$35,000
COLEMAN JAMES JOSHUA
GRANT ACCOUNTING OFFICE 2410 UCC201 S CLINTON STIOWA CITYIA52242I2023 POSTDOCTORAL$35,000
JACKSON DAVENA
BOSTON UNIVERSITY GRANTS RECEIVABLEPO BOX 28763NEW YORKNY10087I2023 POSTDOCTORAL$35,000
JOHNSON ANTHONY
RESEARCH ADMINISTRATION BUILDING1960 KENNY ROADCOLUMBUSOH43210I2023 POSTDOCTORAL$35,000
KOLLURI SUNEAL
MAIN CASHIERS OFFICE 900 UNIVERSITYAVENUE STUDENT SERVICE BLDG ROOM 1RIVERSIDECA92521I2023 POSTDOCTORAL$35,000
MCCAMBLY HEATHER
PO BOX 640458PITTSBURGHPA15264I2023 POSTDOCTORAL$35,000
MITTLEMAN JOEL
830 GRACE HALLNOTRE DAMEIN46556I2023 POSTDOCTORAL$35,000
NG MEIXI
200 OAK STREET SEMINNEAPOLISMN55414I2023 POSTDOCTORAL$35,000
NYACHAE TIFFANY
227 W BEAVER AVE SUITE 401STATE COLLEGEPA16801I2023 POSTDOCTORAL$70,000
RODRIGUEZ LUIS
PO BOX 5166NEW YORKNY10087I2023 POSTDOCTORAL$35,000
ROJAS NATALIA
NYU GROSSMAN SCHOOL OF MEDICINE POBOX 415026BOSTONMA02241I2023 POSTDOCTORAL$35,000
SEO EUNJIN
601 UNIVERSITY JCK420SAN MARCOSTX78666I2023 POSTDOCTORAL$35,000
SINGH MICHAEL
4284 71ST STREETSACRAMENTOCA95820I2023 POSTDOCTORAL$35,000
SLAY KELLY
ATTN JANA BLICK RESEARCH FINANCE2301 VANDERBILT PLACENASHVILLETN37240I2023 POSTDOCTORAL$35,000
TOLIVER STEPHANIE
28392 NETWORK PLACECHICAGOIL60673I2023 POSTDOCTORAL$35,000
VAN WYCK BRIAN
ADMINISTRATION BUILDING 4TH FLOOR1000 HILLTOP CIRCLEBALTIMOREMD21250I2023 POSTDOCTORAL$35,000
KEENAN HARPER
I2022 POSTDOCTORAL$35,000409 - 6190 AGRONOMY ROADVANCOUVERCAV6T 1Z3
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,800,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
WILSON CHANELLE
5446 MARKET STPHILADELPHIAPA19139I2023 POSTDOCTORAL$35,000
ALEXANDER BRI
1725 S QUINCY AVENUE APT 4TULSAOK74120I2023 DISSERTATION$27,500
ANDERSON BRENDA
3454 N SIERRA SPRINGS DRIVETUSCONAZ85712I2023 DISSERTATION$13,750
BHATTACHARYA ARNAV
303 CLAUDIA COHEN HALL 249 S 36THPHILADELPHIAPA19104I2023 DISSERTATION2023 DISSERTATION$27,500ST
BIVINS ALYSSA
1001 N RANDOLPH STAPT 820ARLINGTONVA22201I2023 DISSERTATION$13,750
DARCY KEVIN
917 S TERRY STREETLONGMONTCO80501I2023 DISSERTATION$13,750
DAVIS AVERY
2800 NORTH CHARLES STREETBALTIMOREMD21218I2023 DISSERTATION$13,750
ESBOLDT JOY
518 NW 16TH STREETCORVALLISOR97330I2023 DISSERTATION$13,750
FUREY JANE
C/O BNY MELLON BANK BOX 223231PITTSBURGHPA15251I2023 DISSERTATION$13,750
GABLE ALEXIS
2301 N MAPLEWOOD AVE APT 1ECHICAGOIL60647I2023 DISSERTATION$13,750
GORDON C DARIUS
2302 VALDEZ STREET APT 548OAKLANDCA94612I2023 DISSERTATION$27,500
HALLE-ERBY KYLE
4246 CREED AVENUELOS ANGELESCA90008I2023 DISSERTATION$13,750
HARRISON EMILEIGH
6133 S DREXEL AVE APT 4ACHICAGOIL60637I2023 DISSERTATION$13,750
HERNANDEZ MARTHA MORALES
9209 MISSION DRIVEROSEMEADCA91770I2023 DISSERTATION$13,750
HESS KIMBERLY
3003 S STATE STREET 1ST FLOORANN ARBORMI48109I2023 DISSERTATION$27,500
KAUL MAYA
1700 CHESTNUT STREET UNIT 403PHILADELPHIAPA19103I2023 DISSERTATION$13,750
KILLEN HEATHER
716 THAYER AVESILVER SPRINGMD20910I2023 DISSERTATION$13,750
LOH YUI LEH TIMOTHY
5 FLORENCE ST APT 3CAMBRIDGEMA02139I2023 DISSERTATION$13,750
MACKEVICIUS CLAIRE
4835 N ASHLAND AVE APT 1ECHICAGOIL60640I2023 DISSERTATION$13,750
MILLER LOIS
OFFICE OF RESEARCH SPONSOREDMILWAUKEEWI53278I2023 DISSERTATION$13,750PROGRAMS DRAWER 538
PARK CATHERINE
735 GOODING WAY APT 749ALBANYCA94706I2023 DISSERTATION$27,500
REY-GUERRA CATALINA
501 TALBOT AVE APT 1DORCHESTER CENTERMA02124I2023 DISSERTATION$13,750
ROMANO LINDSAY
1823 HAVEN AVEOCEAN CITYNJ08226I2023 DISSERTATION$13,750
ROSARIO ROBERTO JOSIAH
6821 N WANE AVECHICAGOIL60626I2023 DISSERTATION$13,750
SAINI RUCHI
876 LOUISE CIRCLEDURHAMNC27705I2023 DISSERTATION$13,750
SCULLY IONAH
215 LILLIAN AVENUESYRACUSENY13206I2023 DISSERTATION$13,750
SOUYET NICOLAS ROJAS
525 W 120TH STNEW YORKNY10027I2023 DISSERTATION$13,750
SURRATT ZARA
1728 SOUTHPOINT CROSSING DRIVEDURHAMNC27713I2023 DISSERTATION$13,750
TRIANA CLAUDIA
3921 N MONTICELLO AVECHICAGOIL60618I2023 DISSERTATION$27,500
YOO PAUL
4064 MADISON AVECULVER CITYCA90232I2023 DISSERTATION$13,750
ZHAO QIYI
6 COMSTOCK CIR APT 202ASTANFORDCA94305I2023 DISSERTATION$27,500
RAY RANITA
KATHRYN LEVASSEUR 6506 S MARYLANDLAS VEGASNV89154I2019 POSTDOCTORAL$35,000PKWY MAIL STOP 45001
DESAI KARISHMA
RUTGERS UNIVERSITY RESEARCHPISCATAWAYNJ088543925I2019 POSTDOCTORAL$35,000FINANCIAL SERVICES 33 KNIGHTSBRIDGE
HENRY DAPHNE
3100 CATHEDRAL OF LEARNINGPITTSBURGHPA15260I2022 POSTDOCTORAL$35,000
BLANEY JENNIFER
NORTHERN ARIZONA UNIVERSITYFLAGSTAFFAZ86011I2023 POSTDOCTORAL$35,000SPONSORED RECEIVABLES PO BOX 4080
CASTILLO ELISE
300 SUMMIT STREETHARFORDCT06106I2023 POSTDOCTORAL$70,000
CHANDRAS JESSICA
1 UNF DRIVE BUILDING 4 ROOM 2901JACKSONVILLEFL32224I2023 POSTDOCTORAL$70,000
CIOE-PENA MARIA
PO BOX 785541PHILADELPHIAPA19178I2023 POSTDOCTORAL$35,000
COLEMAN JAMES JOSHUA
GRANT ACCOUNTING OFFICE 2410 UCCIOWA CITYIA52242I2023 POSTDOCTORAL$35,000201 S CLINTON ST
DOOLITTLE SARA
100 N UNIVERSITY DRIVE BOX 142EDMONDOK73034I2023 POSTDOCTORAL$70,000
HAILU MESERET
PO BOX 876011TEMPEAZ85287I2023 POSTDOCTORAL$70,000
JACKSON DAVENA
BOSTON UNIVERSITY GRANTS RECEIVABLENEW YORKNY10087I2023 POSTDOCTORAL$35,000PO BOX 28763
JOHNSON ANTHONY
RESEARCH ADMINISTRATION BUILDINGCOLUMBUSOH43210I2023 POSTDOCTORAL$35,0001960 KENNY ROAD
KOLLURI SUNEAL
MAIN CASHIERS OFFICE 900 UNIVERSITYRIVERSIDECA92521I2023 POSTDOCTORAL$35,000AVENUE STUDENT SERVICE BLDG ROOM 1
MCCAMBLY HEATHER
PO BOX 640458PITTSBURGHPA15264I2023 POSTDOCTORAL$35,000
MITTLEMAN JOEL
830 GRACE HALLNOTRE DAMEIN46556I2023 POSTDOCTORAL$35,000
MUMMA KIRSTEN SLUNGAARD
525 WEST 120TH ST BOX 151NEW YORKNY10027I2023 POSTDOCTORAL$70,000
NG MEIXI
200 OAK STREET SEMINNEAPOLISMN55414I2023 POSTDOCTORAL$35,000
RODRIGUEZ LUIS
PO BOX 5166NEW YORKNY10087I2023 POSTDOCTORAL$35,000
ROJAS NATALIA
NYU GROSSMAN SCHOOL OF MEDICINE POBOSTONMA02241I2023 POSTDOCTORAL$35,000BOX 415026
SALAZAR KARINA
UNIVERSITY OF ARIZONA SPONSOREDTUCSONAZ85717I2023 POSTDOCTORAL$70,000PROJECTS SERVICES PO BOX 41867
SEO EUNJIN
601 UNIVERSITY JCK420SAN MARCOSTX78666I2023 POSTDOCTORAL$35,000
SINGH MICHAEL
4284 71ST STREETSACRAMENTOCA95820I2023 POSTDOCTORAL$35,000
SLAY KELLY
ATTN JANA BLICK RESEARCH FINANCENASHVILLETN37240I2023 POSTDOCTORAL$35,0002301 VANDERBILT PLACE
TOLIVER STEPHANIE
28392 NETWORK PLACECHICAGOIL60673I2023 POSTDOCTORAL$35,000
VAN WYCK BRIAN
ADMINISTRATION BUILDING 4TH FLOORBALTIMOREMD21250I2023 POSTDOCTORAL$35,0001000 HILLTOP CIRCLE
VENTURA JULISSA
PO BOX 1881MILWAUKEEWI53201I2023 POSTDOCTORAL$70,000
MACLEOD MAUREEN
MERCY COLLEGE C/O GRANTS ACCOUNTANTDOBBS FERRYNY10522I2019 POSTDOCTORAL$35,000555 BROADWAY
KEENAN HARPER
I2022 POSTDOCTORAL$35,000409 - 6190 AGRONOMY ROADVANCOUVERCAV6T 1Z3
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,768,750TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$153,355RelatedOrExemptFunctionIncmAmt

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$59,125RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,575ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$6,125ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPUBLICATION SALESDesc
Related Or Exempt Function Incm$1,175RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,450ExclusionAmt
Related Or Exempt Function Incm$213,655RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,105TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1GCOMPARABILITY OF LARGE-SCALE EDUCATIONAL ASSESSMENTS (SMARTER BALANCED UCSC).
2MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS AND IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.
11ASALES OF PUBLICATIONS RELATED TO EDUCATION.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SPENCER FOUNDATION
1625 N MICHIGAN AVENUE STE 1600CHICAGOIL60611$12,461,912Yes (X)
HEWLETT FOUNDATION
22121 SAND HILL ROADMENLO PARKCA94025$80,000Yes (X)
GATES FOUNDATION
3PO BOX 23350SEATTLEWA98102$1,704,669Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$86,173Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$85,753DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDISTRICT OF COLUMBIA DOES NOT REQUIRE FILING OF FORM 990-PF.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CALVERT BOND FUND CLASS I$254,161$254,161
TIAA-CREF BOND INDEX FUND INSTITUTIONAL CLASS$253,351$253,351
PIMCO EMERGING MARKETS BOND FUND$11,128$11,128
ISHARES TR BROAD USD HIGH YIELD CORP BD ETF$7,306$7,306

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS$52,166$52,166
DFA INTERNATIONAL SOCIAL CORE EQUITY$22,999$22,999
DFA EMERGING MARKET SOCIAL$8,770$8,770
ALLSPRING SPECIAL MID-CAP VALUE FUND$6,939$6,939
ISHARES TR RUSSELL 2000 GROWTH ETF$4,074$4,074
ISHARES TR RUSSELL 2000 VALUE ETF$7,210$7,210
ISHARES INC ESG MSCI EM ETF$8,400$8,400
ISHARES TR ESG AWARE MSCI USA ETF$55,398$55,398
ISHARES TR ESG AWARE MSCI EAFE ETF$23,946$23,946
BLACKROCK ADVANTAGE SMALL-CAP CORE$3,972$3,972
JP MORGAN MID-CAP GROWTH FUND CLASS 1$4,056$4,056
PGIM HIGH YIELD FUND CLASS Z$7,182$7,182
ISHARES TR ESG MSCI USA SMALL-CAP ETF$3,953$3,953

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,843,349USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,843,349USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCERTIFICATES OF DEPOSITDesc
BOY Book Value$992,405BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$21,569$0$0$17,147
INFORMATION TECHNOLOGY$129,960$0$0$125,689
INSURANCE$9,809$0$0$9,445
ADVERTISING$16,988$0$0$16,988
MISCELLANEOUS$8,431$0$0$12,366

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PUBLICATION SALES$1,175$1,175
MEMBERSHIP DUES AND ASSESSMENTS$59,125$59,125
FEES FROM GOVERNMENT AGENCIES$153,355$153,355

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$144,458Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FELLOWSHIPS PAYABLE$1,826,250$1,768,750
UNSPENT GRANT LIABILITY$30,970$39,705

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL PROCESSING$0$0$0$0
PROGRAM CONSULTANT$73,225$0$0$77,600
INVESTMENT FEES$5,859$5,859$5,859$0
REPORT PREPARATION$0$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$54,837Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$54,837DisbursementsCharitablePrpsAmt