THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202341359349310864
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T13:41:12-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043457065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHOTT FOUNDATION FOR PUBLIC | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 6178372488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN STREET 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H JACKSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6178372488 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | JACKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE RIPIANZI CPA | PreparerPersonNm |
| PTIN | P00548581 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN H JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN STREET 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,096,379 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOTTFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,888,372 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,616,907 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,824,658 | PYInvestmentIncomeAmt |
| CY Investment Income | $98,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,405 | PYOtherRevenueAmt |
| CY Other Revenue | $3,710 | CYOtherRevenueAmt |
| PY Total Revenue | $12,715,435 | PYTotalRevenueAmt |
| CY Total Revenue | $13,718,931 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,512,610 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,469,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,804,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,414,374 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,118,183 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $754,849 | PYOtherExpensesAmt |
| CY Other Expenses | $1,162,698 | CYOtherExpensesAmt |
| PY Total Expenses | $4,071,970 | PYTotalExpensesAmt |
| CY Total Expenses | $6,046,847 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,643,465 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,672,084 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,969,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,732,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $376,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $536,603 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,592,949 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,195,816 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,118,912 | ExpenseAmt |
| Grant | $2,469,775 | GrantAmt |
| Desc | 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. SCHOTT WILL BUILD THE CAPACITY OF THE EDUCATION JUSTICE MOVEMENT TO ACCOMPLISH THESE OBJECTIVES THROUGH INCREASING PHILANTHROPIC RESOURCES TO THE OPPORTUNITY TO LEARN NETWORK, EXECUTING A GRANTMAKING STRATEGY USING EMPLOYING A RACE AND GENDER LENSE, AND PROVIDING ADVOCACY AND OPERATIONS TECHNICAL ASSISTANCE TO NATIONAL EDUCATION JUSTICE NETWORKS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $86,481 | ExpenseAmt |
| Desc | HLLC PROVIDES A FRAMEWORK INCLUDING EDUCATION, HEALTH, SAFETY, SCHOOL CLIMATE, COMMUNITY POWER, ETC. TO EQUIP PARENTS, STUDENTS AND PUBLIC SCHOOL SYSTEMS TO CREATE HEALTHY COMMUNITY CLIMATES THAT ARE JUST AND FAIR. THE OBJECTIVES OF THE HLLC INITIATIVE ARE THREE-FOLD: 1) ASSESS COMMUNITIES' CROSS-CUTTING CAPACITY TO MEET THE WHOLE CHILD NEEDS, 2) PROVIDE RECOMMENDATIONS AND PRESCRIPTIONS FOR NEEDED SUPPORTS, AND 3)SUPPORT THE COMMUNITY ACTIONS AND PARTNERSHIPS THAT HAVE PROVEN TO LEAD TO SUSTAINABLE SYSTEMIC CHANGE. MORE THAN 25 CITIES AND COMMUNITIES ACROSS THE NATION WILL BE ENGAGED IN THE HLLC INITIATIVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $585,501 | ExpenseAmt |
| Desc | SCHOTT FOUNDATION SERVES AS THE FISCAL SPONSOR TO TWO NATIONAL EDUCATION JUSTICE ORGANIZATIONS AS PART OF THE PACKAGE OF RESOURCE SUPPORTS PROVIDED BY SCHOTT TO OUR COMMUNITY PARTNERS ALIGNED WITH OUR WORK ON EDUCATION JUSTICE. SCHOTT SERVES AS THE LEGAL ENTITY FOR THESE ORGANIZATIONS AND PROVIDES ACCOUNTING, MANAGEMENT, TECHNICAL ASSISTANCE, LEADERSHIP DEVELOPMENT, AND OTHER ADMINISTRATIVE SERVICES WHILE VESTING DECISION-MAKING AUTHORITY WITHIN THE ORGANIZATIONS THEMSELVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,790,894 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN H JACKSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178372488 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN STREET 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MELISSA DAAR CARVAJAL | ||||||
| COMMINICATIONS DIRECTOR | 40.00 | Yes (X) | $121,613 | $0 | $7,996 | |
| MARIANNA ISLAM | ||||||
| DIRECTOR OF PROGRAMS & ADVOCACY | 40.00 | Yes (X) | $100,088 | $0 | $13,823 | |
| CAROLINA ESPINAL | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK PALEY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CARLOS ROJAS ALVAREZ | ||||||
| CLERK | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JULIAN VASQUEZ HEILIG | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALANDRA WASHINGTON | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL S WOTORSON | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KYLE SERRETTE | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN TAYLOR BATTEN | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMIR WINDOM | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN DE LOS REYES | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIA DO VALE | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DORIAN BURTON | ||||||
| BOARD DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN H JACKSON | ||||||
| PRESIDENT AND CEO | 40.00 | $361,781 | $0 | $39,551 | Yes (X) | |
| LAUREN HADI | ||||||
| SENIOR VP OF ADVANCEMENT | 40.00 | $169,241 | $0 | $11,175 | Yes (X) | |
| DIANA TATE VERMEIRE | ||||||
| SENIOR VP OF STRATEGY | 40.00 | $110,172 | $0 | $13,184 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $862,895 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $85,729 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | OUTSOURCED ACCOUNTING | ServicesDesc |
| Compensation | $149,276 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,616,907 | AllOtherContributionsAmt |
| Total Contributions | $13,616,907 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,487 | TotalRevenueColumnAmt |
| Exclusion | $86,487 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $389,275 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $377,448 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,827 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,827 | TotalRevenueColumnAmt |
| Exclusion | $11,827 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,710 | TotalRevenueColumnAmt |
| Exclusion | $3,710 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,710 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,718,931 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $102,024 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,469,775 | TotalAmt |
| Program Services | $2,469,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,614 | TotalAmt |
| Program Services | $154,084 | ProgramServicesAmt |
| Management And General | $205,446 | ManagementAndGeneralAmt |
| Fundraising | $154,084 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,592 | TotalAmt |
| Program Services | $649,264 | ProgramServicesAmt |
| Management And General | $313,122 | ManagementAndGeneralAmt |
| Fundraising | $549,206 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,556 | TotalAmt |
| Program Services | $7,667 | ProgramServicesAmt |
| Management And General | $10,222 | ManagementAndGeneralAmt |
| Fundraising | $7,667 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,776 | TotalAmt |
| Program Services | $63,573 | ProgramServicesAmt |
| Management And General | $104,251 | ManagementAndGeneralAmt |
| Fundraising | $60,952 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,836 | TotalAmt |
| Program Services | $50,637 | ProgramServicesAmt |
| Management And General | $42,305 | ManagementAndGeneralAmt |
| Fundraising | $41,894 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,131 | TotalAmt |
| Management And General | $4,131 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,641 | TotalAmt |
| Management And General | $184,641 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,465 | TotalAmt |
| Management And General | $43,465 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,148 | TotalAmt |
| Program Services | $273,381 | ProgramServicesAmt |
| Management And General | $64,459 | ManagementAndGeneralAmt |
| Fundraising | $153,308 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,904 | TotalAmt |
| Program Services | $15,238 | ProgramServicesAmt |
| Management And General | $18,654 | ManagementAndGeneralAmt |
| Fundraising | $9,012 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,955 | TotalAmt |
| Program Services | $16,168 | ProgramServicesAmt |
| Management And General | $18,623 | ManagementAndGeneralAmt |
| Fundraising | $23,164 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,377 | TotalAmt |
| Program Services | $6,015 | ProgramServicesAmt |
| Management And General | $1,687 | ManagementAndGeneralAmt |
| Fundraising | $5,675 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,245 | TotalAmt |
| Program Services | $20,744 | ProgramServicesAmt |
| Management And General | $58,058 | ManagementAndGeneralAmt |
| Fundraising | $7,443 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,535 | TotalAmt |
| Program Services | $5,783 | ProgramServicesAmt |
| Management And General | $26,402 | ManagementAndGeneralAmt |
| Fundraising | $98,350 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,535 | TotalAmt |
| Program Services | $2,026 | ProgramServicesAmt |
| Management And General | $4,052 | ManagementAndGeneralAmt |
| Fundraising | $457 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,003 | TotalAmt |
| Program Services | $6,354 | ProgramServicesAmt |
| Management And General | $5,913 | ManagementAndGeneralAmt |
| Fundraising | $5,736 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $30,093 | $25 | $30,068 | |
| DUES AND MEMBERSHIPS | $3,666 | $160 | $2,271 | $1,235 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,046,847 | TotalAmt |
| Program Services | $3,790,894 | ProgramServicesAmt |
| Management And General | $1,137,770 | ManagementAndGeneralAmt |
| Fundraising | $1,118,183 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $448,142 | BOYAmt |
| EOY | $2,707,318 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,923,357 | BOYAmt |
| EOY | $12,345,057 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,065,000 | BOYAmt |
| EOY | $1,583,430 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,113 | BOYAmt |
| EOY | $55,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,761 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,792 | BOYAmt |
| EOY | $13,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,457,358 | BOYAmt |
| EOY | $6,011,488 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,880 | BOYAmt |
| EOY | $15,834 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,969,642 | BOYAmt |
| EOY | $22,732,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,994 | BOYAmt |
| EOY | $304,073 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,699 | BOYAmt |
| EOY | $232,530 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,693 | BOYAmt |
| EOY | $536,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,607,028 | BOYAmt |
| EOY | $18,166,768 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,985,921 | BOYAmt |
| EOY | $4,029,048 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,592,949 | BOYAmt |
| EOY | $22,195,816 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,969,642 | BOYAmt |
| EOY | $22,732,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,672,084 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,069,217 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,364,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,264,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,181,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,888,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,616,907 | CurrentTaxYearAmt |
| Total | $35,315,355 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,364,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,264,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,181,008 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,888,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,616,907 | CurrentTaxYearAmt |
| Total | $35,315,355 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,916,883 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,398,472 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $230,712 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $154,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $208,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $276,054 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,487 | CurrentTaxYearAmt |
| Total | $955,847 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,000 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $292 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $507 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,710 | CurrentTaxYearAmt |
| Total | $7,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $36,288,571 | TotalSupportAmt |
| Public Support CY170 | 0.64480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING EVENT INCOME - OTHER INCOME - 2017 AMOUNT: $ 292. 2018 AMOUNT: $ 455. 2019 AMOUNT: $ 507. 2020 AMOUNT: $ 2,405. 2021 AMOUNT: $ 3,710. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,000 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,996,847 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,046,847 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $452,342 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $113,086 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $340,514 | CurrentYearMinus3Amt |
| Current Year Minus2 | $323,671 | CurrentYearMinus2Amt |
| Current Year Minus1 | $353,599 | CurrentYearMinus1Amt |
| Current Year | $452,342 | CurrentYearAmt |
| Total | $1,470,126 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,205,189 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $35,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,000 | CurrentYearMinus1Amt |
| Current Year | $50,000 | CurrentYearAmt |
| Total | $155,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $85,129 | CurrentYearMinus3Amt |
| Current Year Minus2 | $80,918 | CurrentYearMinus2Amt |
| Current Year Minus1 | $88,400 | CurrentYearMinus1Amt |
| Current Year | $113,086 | CurrentYearAmt |
| Total | $367,533 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $551,300 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $35,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $35,000 | CurrentYearMinus1Amt |
| Current Year | $50,000 | CurrentYearAmt |
| Total | $155,000 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,393,375 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,014,368 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,379,007 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,002,686 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,390,689 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,393,375 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,717,041 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $285,645 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,002,686 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,873,039 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $241,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $397,000 | OtherExpendituresAmt |
| End Year Balance | $5,717,041 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,595,847 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $413,928 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,136,736 | OtherExpendituresAmt |
| End Year Balance | $5,873,039 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,761 | DepreciationAmt |
| Book Value | $13,645 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,645 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,606,249 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,069,217 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,069,217 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,675,466 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $43,465 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $43,465 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,718,931 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,003,382 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,003,382 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $43,465 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $43,465 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,046,847 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST THREE YEARS. |
| PART V, LINE 4: | 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 482FORWARD | ||||||||
| 440 BURROUGHS SUITE 110 | DETROIT | MI | 48202 | 473537426 | $70,000 | $0 | TO PROVIDE CAPACITY BUILDING SUPPORT FOR MICHIGAN EDUCATION JUSTICE COALITION AND ALLIANCE TO RECLAIM OUR SCHOOLS COALITION WORK IN SAN FRANCISCO, CALIFORNIA | |
| A BETTER WAY FOUNDATION INC | ||||||||
| PO BOX 942 | HARTFORD | CT | 06143 | 061576383 | $25,000 | $0 | TO SUPPORT BLACK AND BROWN STUDENT UNION'S STRENGTHEN AND GROW THE LANDSCAPE OF YOUTH JUSTICE IN CONNECTICUT FOR EQUITY IN PUBLIC EDUCATION IN CONNECTICUT | |
| ALLIANCE OF RHODE ISLAND SOUTHEAST ASIANS FOR EDUCATION (ARISE) | ||||||||
| 1 EMPIRE STREET | PROVIDENCE | RI | 02903 | 814458558 | $25,000 | $0 | TO SUPPORT #COUNSELORSNOTCOPS CAMPAIGN TO ADVANCE EDUCATION JUSTICE IN RHODE ISLAND | |
| ARKANSAS COMMUNITY INSTITUTE | ||||||||
| 2101 SOUTH MAIN STREET | LITTLE ROCK | AR | 72202 | 721072223 | $30,000 | $0 | TO SUPPORT GRASSROOTS ARKANSAS' CAMPAIGN FOR PUBLIC EDUCATION EQUITY IN ARKANSAS | |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES INC | ||||||||
| 55 EXCHANGE PLACE SUITE 401 | NEW YORK | NY | 10005 | 237156531 | $12,500 | $0 | TO PROVIDE SPONSORSHIP FOR JAMES A. JOSEPH LECTURE AWARDS, NOVEMBER 2021 | |
| BROCKTON INTERFAITH COMMUNITY INC | ||||||||
| 1350 PLEASANT STREET | BROCKTON | MA | 02301 | 223135464 | $40,000 | $0 | TO ENGAGE YOUTH AND COMMUNITY MEMBERS IN LOCAL AND STATE EDUCATION AND RACIAL JUSTICE REFORMS IN BROCKTON, MASSACHUSETTS | |
| CANDID | ||||||||
| PO BOX 22799 | NEW YORK | NY | 100872799 | 131837418 | $10,000 | $0 | TO PROVIDE ADDITIONAL ANALYSES OF 10 LOVING CITIES USING THE 2017-2019 EDUCATION DATA SET TO DETERMINE THESE CITIES PHILANTHROPIC INVESTMENT IN EDUCATION, RACIAL EQUITY, AND JUSTICE | |
| CHINESE PROGRESSIVE ASSOCIATION | ||||||||
| 1042 GRANT AVE 5TH FL | SAN FRANCISCO | CA | 94133 | 237404756 | $20,000 | $0 | FY 2022 GRANT/TO PROVIDE CAPACITY BUILDING SUPPORT FOR CLOSE THE GAP COALITION AND ALLIANCE TO RECLAIM OUR SCHOOLS COALITION WORK IN SAN FRANCISCO, CALIFORNIA | |
| CITIZENS FOR JUVENILE JUSTICE | ||||||||
| 44 SCHOOL STREET SUITE 400 | BOSTON | MA | 02108 | 043224860 | $57,725 | $0 | TO PROVIDE ADVOCACY SUPPORT FOR SCHOOL DISCIPLINE REFORM EFFORTS TO ADVANCE EDUCATION EQUITY IN MASSACHUSETTS | |
| CITY LIFEVIDA URBANA (URBAN REVIVAL INC) | ||||||||
| PO BOX 300107 | BOSTON | MA | 02130 | 042660311 | $15,050 | $0 | TO SUPPORT HOMES FOR ALL'S PARTICIPATION IN THE #JUSTRELATIONSHIPS FUNDER MOVEMENT BUILDING SERIES TO ADVANCE RACIAL JUSTICE IN MASSACHUSETTS | |
| CITYWIDE YOUTH COALITION | ||||||||
| 928 CHAPEL STREET | NEW HAVEN | CT | 06510 | 061386638 | $50,000 | $0 | TO PLAN AND DESIGN A YOUTH POLICY CENTER IN CONNECTICUT TO ADVANCE EDUCATION AND RACIAL JUSTICE | |
| CLINTON HILL COMMUNITY ACTION-AROS | ||||||||
| 404 HAWTHORNE AVENUE | NEWARK | NJ | 07112 | 842816101 | $20,000 | $0 | TO PROVIDE CAPACITY BUILDING SUPPORT FOR PARENTS UNIFIED FOR LOCAL SCHOOL EDUCATION (PULSE) AND ALLIANCE TO RECLAIM OUR SCHOOLS COALITION WORK IN NEW JERSEY | |
| COLEMAN ADVOCATES | ||||||||
| 459 VIENNA ST | SAN FRANCISCO | CA | 94112 | 942258612 | $25,000 | $0 | TO SUPPORT ALLIANCE FOR EDUCATIONAL JUSTICE'S NATIONAL CAMPAIGN FOR #POLICEFREESCHOOLS TO ENGAGE YOUTH OF COLOR IN ADDRESSING SCHOOL POLICING AS A BARRIER TO EDUCATION JUSTICE IN 19 SCHOOL DISTRICTS | |
| COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION (CADRE) | ||||||||
| 8410 S BROADWAY | LOS ANGELES | CA | 90003 | 264753821 | $10,000 | $0 | TO SUPPORT EDUCATION JUSTICE ORGANIZING IN LOS ANGELES, CALIFORNIA | |
| COMMUNITY LABOR UNITED | ||||||||
| 8 BEACON ST 5TH FLOOR | BOSTON | MA | 02108 | 203404034 | $70,100 | $0 | TO PROVIDE COALITION COORDINATION AND COMMUNICATION SUPPORT TO THE MASSACHUSETTS COVID-19 RESPONSE ALLIANCE TO HELP ADVANCE EDUCATION EQUITY AND COVID-19 RESPONSE IN MASSACHUSETTS | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | 954302067 | $25,000 | $0 | TO SUPPORT CALIFORNIA NATIVE VOTE PROJECT'S WORK TO ADVANCE THE INDIGENOUS EDUCATION NOW COALITION AND TO ADDRESS THE HUMAN RIGHTS OF NATIVE AND INDIGENOUS STUDENTS IN PUBLIC SCHOOLS IN LOS ANGELES, CALIFORNIA | |
| F&L ORGANIZATIONAL SUPPORT SERVICES INC (FLOSS) | ||||||||
| PO BOX 872436 | NEW ORLEANS | LA | 70187 | 473451951 | $10,000 | $0 | TO SUPPORT BLACK MAN RISING'S WORK TO SUPPORT INDIVIDUALS AND FAMILIES IMPACTED FOLLOWING HURRICANE IDA | |
| FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN (FFLIC) | ||||||||
| PO BOX 56877 | NEW ORLEANS | LA | 70156 | 205924561 | $30,000 | $0 | TO SUPPORT EDUCATION EQUITY CAMPAIGNS AND ADVOCACY WORK THROUGHOUT THE STATE OF LOUISIANA | |
| GRANITE STATE ORGANIZING PROJECT | ||||||||
| 383 BEECH STREET | MANCHESTER | NH | 03103 | 470873896 | $40,000 | $0 | TO SUPPORT YOUTH ORGANIZERS UNITED'S WORK SEEKING TO RESIST POLITICALLY MOTIVATED ATTACKS ON CRITICAL RACE THEORY IN ORDER TO ADVANCE AN HONEST, ACCURATE, AND FULLY FUNDED PUBLIC EDUCATION FOR A JUSTICE-PRINCIPLED MULTIRACIAL DEMOCRACY | |
| GSA NETWORK | ||||||||
| 300 FRANK H OGAWA PLAZA 9 | OAKLAND | CA | 94612 | 205367752 | $30,000 | $0 | TO STRENGTHEN DIGNITY IN SCHOOLS CAMPAIGN -CALIFORNIA'S GRASSROOTS MOVEMENT BUILDING EFFORTS TO REMOVE POLICE FROM SCHOOLS TO DEVELOP OPPORTUNITIES FOR STATEWIDE AND CROSS REGIONAL CAPACITY BUILDING AND LESSON SHARING TO STRENGTHEN THE IMPACT OF LOCAL WORK ACROSS FIVE REGIONS | |
| INSTITUTE FOR DEMOCRATIC EDUCATION IN AMERICA (IDEA) | ||||||||
| 2008 WEST RIDGEWAY STREET | JACKSON | MS | 39213 | 270812635 | $25,000 | $0 | TO ENGAGE COMMUNITY MEMBERS IN ADVOCACY FOR COMMUNITY SCHOOLS THROUGH THE COMMUNITY SCHOOLS AND RESTORATIVE JUSTICE LEARNING EXPERIENCES | |
| JOBS WITH JUSTICE EDUCATION FUND | ||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | 521865575 | $75,000 | $0 | TO SUPPORT MASSACHUSETTS JOBS WITH JUSTICE'S PARENT AND COMMUNITY ORGANIZING FOR EQUITABLE PUBLIC EDUCATION IN MASSACHUSETTS | 200 |
| KENWOOD OAKLAND COMMUNITY ORGANIZATION | ||||||||
| 4242 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60653 | 362598637 | $160,000 | $0 | TO SUPPORT THE JOURNEY FOR JUSTICE ALLIANCE'S "EQUITY OR ELSE" CAMPAIGN TO ADVANCE EQUITABLE EDUCATION POLICY AT THE LOCAL AND FEDERAL LEVEL BY EXPOSING RACIAL INEQUITY IN PUBLIC EDUCATION | |
| LOS ANGELES ALLIANCE FOR A NEW ECONOMY (LAANE) | ||||||||
| 464 LUCAS AVENUE SUITE 202 | LOS ANGELES | CA | 90017 | 954459427 | $128,750 | $0 | TO SUPPORT RECLAIM OUR SCHOOLS LA'S WORK IN LOS ANGELES, CALIFORNIA | |
| LUGENIA BURNS HOPE CENTER | ||||||||
| 710 EAST 47TH STREET SUITE 200W | CHICAGO | IL | 60653 | 364081901 | $20,000 | $0 | TO PROVIDE CAPACITY BUILDING SUPPORT FOR ALLIANCE TO RECLAIM OUR SCHOOLS COALITION WORK IN SAN FRANCISCO, CALIFORNIA | |
| MASSACHUSETTS BUDGET AND POLICY CENTER | ||||||||
| 1 STATE STREET SUITE 1250 | BOSTON | MA | 02109 | 042967537 | $80,250 | $0 | TO PROVIDE EDUCATION FINANCE POLICY RESEARCH AND ANALYSIS TO LOCAL AND STATEWIDE EFFORTS FOCUSED ON EDUCATION EQUITY, COVID RESPONSE AND SAFE SCHOOL REOPENING | |
| MASSACHUSETTS COMMUNITIES ACTION NETWORK (MCAN) | ||||||||
| 14 CUSHING AVENUE | BOSTON | MA | 02125 | 042863903 | $40,000 | $0 | TO SUPPORT FAITH AND COMMUNITY ENGAGEMENT EFFORTS TO ADVANCE EQUITABLE PUBLIC EDUCATION IN MASSACHUSETTS | |
| MIGRANT EQUITY SOUTHEAST | ||||||||
| 1305 BARNARD STREET SUITE 651 | SAVANNAH | GA | 31401 | 862199824 | $50,000 | $0 | TO SUPPORT WORK SEEKING TO RESIST POLITICALLY MOTIVATED ATTACKS ON CRITICAL RACE THEORY IN ORDER TO ADVANCE AN HONEST, ACCURATE, AND FULLY FUNDED PUBLIC EDUCATION FOR A JUSTICE PRINCIPLED MULTIRACIAL DEMOCRACY. | |
| MOVEMENT GROUND FARM | ||||||||
| 592 PUNCATEST NECK ROAD | TIVERTON | RI | 02878 | 833605207 | $20,000 | $0 | TO PROVIDE SUPPORT FOR OUR FIRE COLLECTIVE'S IN-PERSON AND VIRTUAL RETREATS WITH MASSACHUSETTS AND RHODE ISLAND EDUCATOR AND YOUTH ORGANIZING GROUPS WHO ARE ADVANCING EDUCATION JUSTICE | |
| NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE | ||||||||
| 90 JOHN STREET SUITE 501 | NEW YORK | NY | 10038 | 731714118 | $105,000 | $0 | TO SUPPORT THE DIGNITY IN SCHOOLS CAMPAIGNS WORK TO END THE CRIMINALIZATION AND PUSHOUT OF STUDENTS OF COLOR AND PROMOTE RESTORATIVE AND CULTURALLY RESPONSIVE SCHOOL CLIMATES IN OVER 20 DISTRICTS AND STATES | |
| NATIONAL PUBLIC EDUCATION SUPPORT FUND | ||||||||
| 1425 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 263015634 | $10,000 | $0 | TO HELP BUILD THE LEADERSHIP, POLICY INNOVATIONS, AND PUBLIC ENGAGEMENT NECESSARY TO ELEVATE THE LEARNING OPPORTUNITIES AND OUTCOMES FOR ALL STUDENTS IN AMERICA. | |
| ONE VOICE | ||||||||
| 1072 JR LYNCH STREET SUITE 7 | JACKSON | MS | 39203 | 020787550 | $30,000 | $0 | TO PROVIDE SUPPORT FOR THE ONE VOICE CAMPAIGN FOR FAIR, JUST AND QUALITY EDUCATION IN MISSISSIPPI | |
| PARKSIDE BUSINESS & COMMUNITY IN PARTNERSHIP INC | ||||||||
| 1487 KENWOOD AVENUE | CAMDEN | NJ | 08103 | 223242446 | $20,000 | $0 | TO PROVIDE CAPACITY BUILDING SUPPORT FOR CAMDEN PARENT AND STUDENT UNION AND ALLIANCE TO RECLAIM OUR SCHOOLS COALITION WORK IN CAMDEN, NEW JERSEY | |
| PROGRESSIVE MARYLAND EDUCATION FUND INC | ||||||||
| PO BOX 7557 | LARGO | MD | 20792 | 030401249 | $20,000 | $0 | TO PROVIDE CAPACITY BUILDING SUPPORT FOR ALLIANCE TO RECLAIM OUR SCHOOLS - PRINCE GEORGE'S COALITION WORK IN PRINCE GEORGE'S COUNTY, MARYLAND | |
| PROVIDENCE STUDENT UNION | ||||||||
| 769 WESTMINSTER STREET | PROVIDENCE | RI | 02903 | 455052229 | $25,000 | $0 | TO SUPPORT STRATEGIC PLANNING AND #COUNSELORSNOTCOPS CAMPAIGN TO ADVANCE EDUCATION JUSTICE IN RHODE ISLAND | |
| PROVIDENCE YOUTH STUDENT MOVEMENT (PRYSM) | ||||||||
| PO BOX 6487 | PROVIDENCE | RI | 02904 | 651224536 | $25,000 | $0 | TO SUPPORT STRATEGIC PLANNING AND #COUNSELORSNOTCOPS CAMPAIGN TO ADVANCE EDUCATION JUSTICE IN RHODE ISLAND | |
| PUBLIC JUSTICE CENTER | ||||||||
| 201 NORTH CHARLES STREET SUITE 1200 | BALTIMORE | MD | 21201 | 521412226 | $20,000 | $0 | FY 2022 GRANT/ TO PROVIDE CAPACITY BUILDING SUPPORT FOR ORGANIZING BLACK AND ALLIANCE TO RECLAIM OUR SCHOOLS COALITION WORK IN BALTIMORE, MARYLAND | |
| PUBLIC POLICY & EDUCATION FUND OF NY INC | ||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 133364209 | $106,000 | $0 | TO SUPPORT THE ALLIANCE FOR QUALITY EDUCATION'S ENGAGEMENT OF PARENTS, EDUCATORS, AND STUDENTS TO ADVOCATE FOR INCREASED SCHOOL FUNDING FOR PUBLIC EDUCATION IN NEW YORK STATE | |
| REPOWER FUND | ||||||||
| 2639 NICOLLET AVE S 220 | MINNEAPOLIS | MN | 55408 | 352191193 | $25,000 | $0 | TO PROVIDE STRATEGIC PLANNING, TRAINING AND COACHING SUPPORT TO MASSACHUSETTS GRANTEE PARTNERS WORKING TO ADVANCE EQUITY IN PUBLIC EDUCATION | |
| RESIST INC | ||||||||
| 42 SEAVERNS STREET | BOSTON | MA | 02130 | 042433182 | $77,525 | $0 | TO SUPPORT MASSACHUSETTS EDUCATION JUSTICE ALLIANCE'S PARTICIPATION IN THE #JUSTRELATIONSHIPS FUNDER MOVEMENT BUILDING SERIES TO ADVANCE RACIAL JUSTICE IN MASSACHUSETTS | |
| RETHINK | ||||||||
| 705 FLOOD ST | NEW ORLEANS | LA | 70117 | 331203055 | $30,000 | $0 | TO ENGAGE YOUNG PEOPLE IN A CAMPAIGN TO ELIMINATE POLICE FROM SCHOOLS AND EMPLOY CULTURALLY RESPONSIVE EDUCATION IN NEW ORLEANS, LOUISIANA. | |
| RIGHTS & DEMOCRACY EDUCATION FUND INC | ||||||||
| 70 SOUTH WINOOSKI AVENUE SUITE 205 | BURLINGTON | VT | 05401 | 475375511 | $100,000 | $0 | TO SUPPORT WORK SEEKING TO RESIST POLITICALLY MOTIVATED ATTACKS ON CRITICAL RACE THEORY IN ORDER TO ADVANCE AN HONEST, ACCURATE, AND FULLY FUNDED PUBLIC EDUCATION FOR A JUSTICE PRINCIPLED MULTIRACIAL DEMOCRACY | |
| SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | 461323531 | $20,000 | $0 | TO SUPPORT PA'LANTE RESTORATIVE JUSTICE TO ENGAGE IN A STRATEGIC PLANNING PROCESS FOR STATE AND LOCAL PARTNERSHIPS IN HOLYOKE, MASSACHUSETTS | |
| SOUTHERN COALITION FOR SOCIAL JUSTICE | ||||||||
| 1415 WEST HIGHWAY 54 SUITE 101 | DURHAM | NC | 27707 | 260688375 | $125,000 | $0 | TO SUPPORT EDUCATION JUSTICE ALLIANCE'S WORK SEEKING TO RESIST POLITICALLY MOTIVATED ATTACKS ON CRITICAL RACE THEORY IN ORDER TO ADVANCE AN HONEST, ACCURATE, AND FULLY FUNDED PUBLIC EDUCATION FOR A JUSTICE-PRINCIPLED MULTIRACIAL DEMOCRACY | |
| SOUTHERN ECHO | ||||||||
| 1350 LIVINGSTON LANE SUITE C | JACKSON | MS | 39213 | 640819311 | $75,000 | $0 | FUND TO ADVANCE EDUCATION JUSTICE & A MULTIRACIAL DEMOCRACY | |
| STEP UP LOUISIANA ORGANIZING FUND | ||||||||
| 2022 SAINT BERNARD AVENUE 124B | NEW ORLEANS | LA | 70116 | 851061102 | $80,000 | $0 | TO SUPPORT THE EXPANSION OF THE PARENT ORGANIZING FOR EQUITABLE PUBLIC EDUCATION IN LOUISIANA | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | SAN FRANCISCO | CA | 90088 | 943213100 | $30,000 | $0 | TO SUPPORT NYC COALITION FOR EDUCATIONAL JUSTICE'S CULTURALLY RESPONSIVE EDUCATION CAMPAIGN TO ADVANCE RACIAL EQUITY IN PUBLIC EDUCATION FOR NEW YORK CITY STUDENTS | |
| TSNE MISSIONWORKS | ||||||||
| 89 SOUTH ST SUITE 700 | BOSTON | MA | 021112670 | 042261109 | $50,000 | $0 | TO SUPPORT MASSACHUSETTS VOTER TABLE TO PROVIDE STRATEGY SUPPORT AND TRAININGS TO LOCAL AND STATEWIDE EFFORTS FOCUSED ON ADVANCING RACIAL AND EDUCATION EQUITY AND COVID RESPONSE IN MASSACHUSETTS | |
| UNITED WE DREAM NETWORK | ||||||||
| 1201 16TH ST NW SUITE 714 | WASHINGTON | DC | 20036 | 462216565 | $25,000 | $0 | TO SUPPORT CONNECTICUT STUDENTS FOR A DREAM IMMIGRANT YOUTH-LED ORGANIZING FOR EDUCATION JUSTICE IN CONNECTICUT | |
| URBAN LEAGUE OF RACINE & KENOSHA INC | ||||||||
| 1418 68TH STREET | KENOSHA | WI | 53143 | 391042332 | $75,000 | $0 | TO SUPPORT KENOSHA EDUCATION JUSTICE ALLIANCE'S WORK SEEKING TO RESIST POLITICALLY MOTIVATED ATTACKS ON CRITICAL RACE THEORY IN ORDER TO ADVANCE AN HONEST, ACCURATE, AND FULLY FUNDED PUBLIC EDUCATION FOR A JUSTICE PRINCIPLED MULTIRACIAL DEMOCRACY. | |
| VILLAGE OF WISDOM | ||||||||
| 600 E UMSTEAD AVE | DURHAM | NC | 27701 | 472060936 | $50,000 | $0 | TO BUILD THE CAPACITY AND SUPPORT THE INFRASTRUCTURE OF THE EDUCATION JUSTICE MOVEMENT BY PROVIDING RACIAL JUSTICE CENTERED DATA TO ADVOCATES IN DURHAM, NORTH CAROLINA AND ACROSS THE UNITED STATES | |
| WOMEN ENCOURAGING EMPOWERMENT INC | ||||||||
| PO BOX 13 | REVERE | MA | 02151 | 043286531 | $20,000 | $0 | TO SUPPORT REVERE YOUTH IN ACTIONS YOUTH ORGANIZING FOR EDUCATION JUSTICE AT THE STATE AND LOCAL LEVEL IN REVERE, MASSACHUSETTS | |
| WORCESTER INTERFAITH | ||||||||
| 23 FERDINAND STREET | WORCESTER | MA | 01603 | 043158699 | $40,000 | $0 | TO SUPPORT PARENT, STUDENT, COMMUNITY, AND LABOR PARTNERSHIPS TO ADVANCE EDUCATION EQUITY, POLICE REFORM, AND COVID-19 EDUCATION PROGRAM IN WORCESTER, MASSACHUSETTS | |
| YOUTH ADVOCACY FOUNDATION | ||||||||
| 75 FEDERAL STREET 6TH FLOOR | BOSTON | MA | 02110 | 043583353 | $24,000 | $0 | TO PROVIDE A PLANNING GRANT TO ENGAGE YOUTH AND PARENTS IN THE DEVELOPMENT OF EDUCATION JUSTICE POLICIES IN MASSACHUSETTS THAT SEEK TO ELIMINATE THE SCHOOL TO PRISON PIPELINE AND PROMOTE EDUCATION EQUITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H JACKSON | ||||||||||||||
| PRESIDENT AND CEO | $361,781 | $0 | $0 | $0 | $0 | $0 | $24,400 | $0 | $15,151 | $0 | $401,332 | $0 | $0 | $0 |
| LAUREN HADI | ||||||||||||||
| SENIOR VP OF ADVANCEMENT | $169,241 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,175 | $0 | $180,416 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | 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 THE CHIEF EXECUTIVE OFFICER'S COMPENSATION INCLUDES A REVIEW OF COMPENSATION FOR EXECUTIVES AT SIMILAR ORGANIZATIONS. THE REVIEW IS CONDUCTED BY AN INDEPENDENT COMPENSATION COMMITTEE SELECTED BY THE BOARD. 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 COMPENSATION COMMITTEE SUBMITS THE FINDINGS AND A COMPENSATION RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. A PERFORMANCE ASSESSMENT OF THE CEO IS CONDUCTED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS 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. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OPPORTUNITY TO LEARN ACTION FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MIFFLIN PLACE SUITE 400 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274836929 | EIN |
| Primary Activities | ADVOCACY ORGANIZATION - EDUCATIONAL | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |