STRATEGY STUDIO / PUBLIC DATA EXPLORER

NATIONAL ACADEMY OF EDUCATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ACADEMY OF EDUCATION (EIN 77-0415802)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349100324
Schema version
2022v5.0
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)
Return2023-11-13T07:50:06-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY CAPORALEPreparerPersonNm
PTINP00235685PTIN
Phone3019860600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,445,836FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$347,046ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$49,360DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,360DividendsNetInvstIncmAmt
Dividends Adj Net Incm$49,360DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$25,307NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,895GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,307CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$120,393OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$120,393OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$542,106TotalRevAndExpnssAmt
Total Net Invst Incm$74,667TotalNetInvstIncmAmt
Total Adj Net Incm$169,753TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$149,755CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$149,755CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$480,360OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$490,980OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$109,368PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$108,556PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$84,556AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$85,303AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$74,484OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,884OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,884OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$64,225OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$47,904TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$47,904TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$38,204OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$38,204OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$742,432TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$633,464TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$6,070PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$6,070PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$164,339OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$166,202OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,897,472TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,884TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,884TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,790,663TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,742,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,326,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,639,972TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,884TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,884TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,116,913TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,097,866ExcessRevenueOverExpensesAmt
Net Investment Income$68,783NetInvestmentIncomeAmt
Adjusted Net Income$163,869AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,592,545SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$463,022SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$463,022SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$72,573AcctRcvblAmt
Acct Rcvbl BOY$39,698AcctRcvblBOYAmt
Acct Rcvbl EOY$72,573AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$72,573AcctRcvblEOYFMVAmt
Grants Receivable BOY$8,461,568GrantsReceivableBOYAmt
Grants Receivable EOY$4,345,560GrantsReceivableEOYAmt
Grants Receivable EOYFMV$4,345,560GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$91,696PrepaidExpensesBOYAmt
Prepaid Expenses EOY$17,220PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$17,220PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$221,915CorporateStockBOYAmt
Corporate Stock EOY$531,190CorporateStockEOYAmt
Corporate Stock EOYFMV$531,190CorporateStockEOYFMVAmt
Corporate Bonds BOY$566,977CorporateBondsBOYAmt
Corporate Bonds EOY$2,023,866CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,023,866CorporateBondsEOYFMVAmt
Other Assets BOY$249,988OtherAssetsBOYAmt
Other Assets EOY$992,405OtherAssetsEOYAmt
Other Assets EOYFMV$992,405OtherAssetsEOYFMVAmt
Total Assets BOY$13,224,387TotalAssetsBOYAmt
Total Assets EOY$8,445,836TotalAssetsEOYAmt
Total Assets EOYFMV$8,445,836TotalAssetsEOYFMVAmt
Accounts Payable BOY$96,429AccountsPayableBOYAmt
Accounts Payable EOY$197,354AccountsPayableEOYAmt
Other Liabilities BOY$2,469,074OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,857,220OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,565,503TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,054,574TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$838,008NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$677,297NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$9,820,876DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$5,713,965DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,658,884TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,391,262TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,224,387TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,445,836TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,658,884TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,097,866ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,561,018SubtotalAmt
Other Decreases$169,756OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,391,262TotNetAstOrFundBalancesEOYAmt

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 - ST2021-12-072022-04-25$2,536$3,014-$478-$478
STOCKS, BONDS, MUTUAL FUNDS - LT2022-04-25$88,359$62,574$25,785$25,785
FieldValueIRS element (for citing)
Capital Gain Net Income$25,307CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$478NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$956InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$956SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$956TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,204EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,204TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,248OverpaymentAmt
Applied To ES Tax$1,248AppliedToESTaxAmt
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 (11 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
JAMES ANDERSON
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
ALFREDO J ARTILES
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
KRIS D GUTIERREZ
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
DEBORAH STIPEK
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$124,406$25,349$0
GLORIA LADSON-BILLINGS
500 FIFTH ST NWWASHINGTONDC20001PAST PRESIDENT5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DIAN DONG
500 FIFTH ST NWWASHINGTONDC20001PROGRAM OFFICER, RES40.00$88,655$21,238$0
MARIA GAHAN
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR, PROFESSION40.00$84,107$25,721$0
ANGELA HARMON
500 FIFTH ST NWWASHINGTONDC20001PROGRAM OFFICER30.00$86,579$9,643$1,350
TESS BONNETTE
500 FIFTH ST NWWASHINGTONDC20001DEPUTY DIRECTOR20.00$60,506$21,341$0
AMY BERMAN
500 FIFTH ST NWWASHINGTONDC20001DEPUTY DIRECTOR40.00$72,684$7,268$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$59,480CompensationAmt
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$2,480,687Expenses1Amt
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$1,645,316Expenses2Amt
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$66,948Expenses3Amt
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$168,226Expenses4Amt

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$3,328,341AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,428,901AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$20,374FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,777,616TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,777,616AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,705,952NetVlNoncharitableAssetsAmt
Minimum Investment Return$235,298MinimumInvestmentReturnAmt

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$5,116,913ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,116,913QualifyingDistributionsAmt

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$163,869CurrentYearAmt
Year1$64,352Year1Amt
Year2$151,366Year2Amt
Year3$181,099Year3Amt
Total$560,686TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$139,289CurrentYearAmt
Year1$54,699Year1Amt
Year2$128,661Year2Amt
Year3$153,934Year3Amt
Total$476,583TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$5,116,913CurrentYearAmt
Year1$3,573,811Year1Amt
Year2$4,395,516Year2Amt
Year3$4,261,130Year3Amt
Total$17,347,370TotalAmt

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$5,116,913CurrentYearAmt
Year1$3,573,811Year1Amt
Year2$4,395,516Year2Amt
Year3$4,261,130Year3Amt
Total$17,347,370TotalAmt

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$156,865CurrentYearAmt
Year1$146,883Year1Amt
Year2$123,547Year2Amt
Year3$120,733Year3Amt
Total$548,028TotalAmt

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 (129 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ADAMS-WIGGINS KARLYN
PORTLAND STATE UNIVERSITY PO BOX751 SPAPORTLANDOR9720707512021 POST-DOC$35,000
AHEARN CAITLIN
11811 VENICE BLVD APT 139LOS ANGELESCA900662022 DISSERTATION$13,750
ALICEA JULIO
4887 LINSCOTT PL APT 1LOS ANGELESCA900162022 DISSERTATION$27,500
APONTE GLADYS
2110 1ST AVE APT 1406NEW YORKNY100292022 DISSERTATION$27,500
AYDAROVA ELENA
AUBURN UNIVERSITY 208 M WHITE SMITHHALL 381 MELL STREETAUBURN UNIVERSITYAL368492021 POST-DOC$70,000
BECKER MARIANA
101 NEWBURG STREETROSLINDALEMA021312022 DISSERTATION$13,750
BINTE-FARID IRTEZA
2050 ELM TREE COURTCHARLOTTESVILLEVA229112021 DISSERTATION$13,750
BLUNT TAKERIA
GEORGIA TECH BURSARS OFFICE LYMANHALL SUITE 111 225 NORTH AVENUEATLANTAGA303322022 DISSERTATION$13,750
BRIDGEFORTH JAMES
2133 1/2 PACIFIC AVENUE APT 4LONG BEACHCA908062022 DISSERTATION$13,750
BRISTOL TRAVIS J
UNIVERSITY OF CALIFORNIA BERKELEY2195 HEARST AVENUE ROOM 130 MAIL COBERKELEYCA9472011032020 POSTDOCTORAL FELLOW$35,000
BRITTON TOLANI
UNIVERSITY OF CALIFORNIA BERKELEY2195 HEARST AVENUE ROOM 130FBERKELEYCA947202021 POST-DOC$70,000
CHAMPION DIONNE
4900 NW 19TH PLACEGAINESVILLEFL326052022 POSTDOCTORAL RDA$5,000
CONCHA-ARRIAGADA CAROLINA
1111 ARLINGTON BLVD UNIT 219ARLINGTONVA222092022 DISSERTATION$27,500
CRESPIN RENE
3904 PROSPECT ST APARTMENT 204LAS VEGASNV891082021 DISSERTATION$13,750
CUARTAS RICAURTE JOSE ARMANDO
501 TALBOT AVE APT 1DORCHESTER CENTERMA021242022 DISSERTATION$13,750
CURNOW JOE
2021 POST-DOC$70,000UNIVERSITY OF MANITOBA EDUCATIONBUILDINGWINNIPEGMANITOBACAR3T 2N2
DAVIS III CHARLES
3003 S STATE STREET 5TH FLOORWOLVERINE TOWERANN ARBORMI481092021 POST-DOC$35,000
DAVIS NATALIE
GEORGIA STATE UNIV RESEARCH FNDN 58EDGEWOOD AVE NE 3RD FLOORATLANTAGA303032021 POST-DOC$35,000
DAVIS SUSANNAH
UNIV OF NEW MEXICO CONTRACT ANDGRANT ACCOUNTING MSC01 1245ALBUQUERQUENM8713100012021 POST-DOC$70,000
DE LOS RIOS CATI
UNIVERSITY OF CALIFORNIA BERKELEY2195 HEARST AVENUE ROOM 130 MAIL COBERKELEYCA9472011032020 POSTDOCTORAL FELLOW$35,000
DESAI KARISHMA
RUTGERS UNIVERSITY RESEARCHFINANCIAL SERVICES 33 KNIGHTSBRIDGEPISCATAWAYNJ0885439252022 POSTDOCTORAL$35,000
DOBBIN CAUE
4151 EMERALD ST APARTMENT 8OAKLANDCA946092021 DISSERTATION$13,750
ENRIQUEZ LAURA
DIRECTOR EXTRAMURAL FUNDS ACCOUNTINCG ACCOUNTING 120 THEORY SUITE 20IRVINGCA9269710502020 POSTDOCTORAL FELLOW$35,000
EWING EVE
UNIV OF CHICAGO ATTNBILLINGRECEIVABLE SUPERVISOR 6054 SOUTH DRCHICAGOIL606372020 POSTDOCTORAL FELLOW$35,000
FISH RACHEL
NEW YORK UNIVERSITY SPONSOREDPROGRAMS ADMINISTRATION PO BOX 5166NEW YORKNY100872020 POSTDOCTORAL FELLOW$35,000
FREEMAN NICOLE
2318 N HIGH ST APT 11COLUMBUSOH432022021 DISSERTATION$13,750
FREIDUS ALEXANDRA
225 PARK PLACE APT 4DBROOKLYNNY112382022 POSTDOCTORAL RDA$5,000
FRIES LAURA
6350 CHESEBRO ROADAGOURA HILLSCA913012021 DISSERTATION$13,750
GANIMIAN ALEJANDRO
NYU OFFICE OF SPONSORED PROGRAMS665 BROADWAY SUITE 801NEW YORKNY100122022 POSTDOCTORAL$35,000
GARGROETZI EMMA
UNIVERSITY OF TEXAS AT AUSTINOFFICE OF ACCOUNTING OSP-SPAA PO BOAUSTINTX787132022 POSTDOCTORAL$35,000
GODINEZ ROSALINDA
1515 MADRONE DRIVESALINASCA939052021 DISSERTATION$13,750
GRIFFITH SHAYL
ROBERT GUTIERREZ ASSISTANT VP FORRESEARCH 11200 SW 8TH STREET MARC43MIAMIFL3319900012020 POSTDOCTORAL FELLOW$35,000
GRINAGE JUSTIN
OFFICE OF SPONSORED PROJECTSADMINISTRATION NW5957 PO BOX 1450MINNEAPOLISMN554842021 POST-DOC$70,000
GRONERT NONA
UW-MADISON GAR ACCOUNT RESEARCHSPONSORED PROGRAMS DRAWER 538MILWAUKEEWI5327805382021 DISSERTATION$27,500
GUERRERO-ROSADA PAOLA ANDREA
UNIVERSITY OF MICHIGAN 2500 STUDENTACTIVITIES BLDG 515 EAST JEFFERSONANN ARBORMI4810913162022 DISSERTATION$13,750
GUZMAN-ALVAREZ ALBERTO
1818 MOORE BLVD APT 122DAVISCA956182021 DISSERTATION$13,750
HAMM-RODRIGUEZ MOLLY
UNIVERSITY OF COLORADO 249 UCBSCHOOL OF EDUCATIONBOULDERCO8030902492022 DISSERTATION$13,750
HARMON MARIAH
2028 LOMBARDIA LANEMADISONTN371152021 DISSERTATION$13,750
HARRIS JESSICA
PAYMENT SOLUTIONS AND COMPLIANCEBOX 957089 1125 MURPHY HALL 405 HILLOS ANGELESCA9009570892020 POSTDOCTORAL FELLOW$35,000
HAUCK ELIZABETH
UW-MADISON RESEARCH AND SPONSOREDPROGRAMS 21 N PARK STREET SUITE 640MADISONWI5371512182021 DISSERTATION$13,750
HIGGS JENNIFER
UC DAVIS AR LOCKBOX PO BOX 741816LOS ANGELESCA9007418162022 POSTDOCTORAL$35,000
HO JACQUELINE
CORNELL UNIVERSITY SPONSOREDFINANCIAL SERVICES PO BOX 22ITHACANY1485100222022 DISSERTATION$13,750
HOSSEINI ZAINAB
3684 ROXBURY LNHAYWARDCA945422022 DISSERTATION$13,750
HUERTA ADRIAN
UNIV OF SOUTHERN CALIFORNIASPONSORED PROJECTS ACCOUNTING 3500LOS ANGELESCA9008980012022 POSTDOCTORAL$35,000
HYRES ALEXANDER
UNIVERSITY OF UTAH COLLEGE OFEDUCATION 1721 CAMPUS CENTER DR RMSALT LAKE CITYUT841122022 POSTDOCTORAL$35,000
ISAC MARIA
2021 POST-DOC$70,000RUE PHILIPPE LE BON 7BRUSSELSBE1000
JARRY-SHORE MICHAEL
FINANCIAL AID OFFICE MONTAG HALL355 GALVEZ STREETSTANFORDCA9430561052020 DISSERTATION FELLOW$13,750
JOHN KELSEY
UARIZONA - SPONSORED PROJECTSCONTRACTING SERVICES PO BOX 41867TUCSONAZ857172021 POST-DOC$35,000
JOHNSON RACHEL
UW-MADISON GAR ACCOUNT RESEARCHSPONSORED PROGRAMS DRAWER 538MILWAUKEEWI5327805382021 DISSERTATION$13,750
KELLY LAUREN
RUTGERS UNIVERSITY RESEARCHFINANCIAL SERVICES 33 KNIGHTSBRIDGEPISCATAWAYNJ0885439252022 POSTDOCTORAL$35,000
KELLY MATTHEW
PENNSYLVANIA STATE UNIV RESEARCHACCOUNTING 227 W BEAVER AVE STE 401STATE COLLEGEPA1680148192021 POST-DOC$35,000
KENTOR CORINNE
1069 S CRESCENT HEIGHTS BLVDLOS ANGELESCA900352022 DISSERTATION$27,500
KIM BRIAN
2 LAMPREY LANELEENH038612021 DISSERTATION$13,750
KNIGHT DAVID JONATHAN
2329 OLIVIA COURT EASTMAPLEWOODMN551192020 DISSERTATION FELLOW$13,750
KOEPP ANDREW
3467 LAKE AUSTIN BLVD APT CAUSTINTX7870355552022 DISSERTATION$13,750
KUEHL RACHELLE
VIRGINIA TECH OFFICE OF SPONSOREDPROG NORTH END CTR 300 TURNER ST NWBLACKSBURGVA240612022 POSTDOCTORAL$35,000
KUPPERS SINJA
603 WATTS STREET APT 6DURHAMNC277012022 DISSERTATION$13,750
LABRANCHE JILLIAN
UNIVERSITY OF MINNESOTA SPONSOREDPROJECTS ADMIN 450 MCNAMARA ALUMNIMINNEAPOLISMN5545520702022 DISSERTATION$13,750
LANDEROS JUDITH
1421 S 51ST COURTCICEROIL608042022 DISSERTATION$13,750
LEES LYNTON
2021 DISSERTATION$13,75036 CLOUGHA AVENUE HALTONLANCASTERLANCASHIREUKLA2 6NR
LEIBOVITZ TALIA
808 52ND STOAKLANDCA946082022 DISSERTATION$13,750
LEYVA LUIS
VANDERBILT UNIVERSITY ATTN MICHELLEVAZIN PMB 401591 2301 VANDERBILT PLNASHVILLETN3724015912020 POSTDOCTORAL FELLOW$35,000
LIMERICK NICHOLAS
TEACHERS COLLEGE COLUMBIA UNIVERSIT525 W 120TH STREET BOX 021NEW YORKNY1002766052021 POST-DOC$35,000
LIRA AMALIA
2005 E 114TH STLOS ANGELESCA099592021 DISSERTATION$13,750
LIU QING
US BANK 777 EAST WISCONSIN AVEMILWAUKEEWI532022020 DISSERTATION FELLOW$13,750
LIU ROSEANN
WESLEYAN UNIVERSITY 291 MAIN STREETMIDDLETOWNCT064572021 POST-DOC$35,000
LU AMANDA
635 8TH ST APT CNEW ORLEANSLA701152021 DISSERTATION$13,750
MANTILLA BLANCO PAULA
468 W 142ND ST APT 4NEW YORKNY100312022 DISSERTATION$13,750
MARSHALL JESSICA
4057 SOUTH ELLIS AVENUECHICAGOIL606532022 DISSERTATION$13,750
MASGHATI EMILY
1332 W 10TH STERIEPA165022022 POSTDOCTORAL RDA$5,000
MCDAID NIKKI
1915 MAPLE AVE APT 925EVANSTONIL602012021 DISSERTATION$13,750
MCGREW SARAH
UNIVERSITY OF MARYLAND SPONSOREDPROG ACCTG 4101 CHESAPEAKE BLDG 430COLLEGE PARKMD2074231412022 POSTDOCTORAL$35,000
MCLEOD IV WILLIAM
5414 HERMIT TERRACEPHILADELPHIAPA191282022 DISSERTATION$13,750
MELLON GREER
45 W 86TH STREET APT 9NEW YORKNY100242021 DISSERTATION$13,750
MENA MICHAEL
39 ST PAULS PL APT 3BROOKLYNNY112262021 DISSERTATION$13,750
MONTES PABLO
12921 CARILLON WAYMANORTX786532021 DISSERTATION$13,750
MOORE JAZMEN
2514 149TH PLACE SWLYNWOODWA980872022 DISSERTATION$13,750
NAKAJIMA NOZOMI
51 CLEVELAND STREET APT 2ARLINGTONMA024742021 DISSERTATION$13,750
NGO FEDERICK
382 S MARYLAND PKWY UNIT F8LAS VEGASNV891192022 POSTDOCTORAL RDA$5,000
NICHOLS T PHILIP
BAYLOR UNIVERSITY POST AWARD ONEBEAR PLACE 97360WACOTX767982021 POST-DOC$35,000
NORWEG EMILY
PSC 45 BOX 221APOAE094682022 DISSERTATION$27,500
PELAEZ KEVIN
5806 LYNN STSAN DIEGOCA921052021 DISSERTATION$13,750
PETERSON EMILY
AMERICAN UNIVERSITY 4400 MASS AVENWWASHINGTONDC200162022 POSTDOCTORAL RDA$5,000
QIN KONGJI
NEW YORK UNIVERSITY SPONSOREDPROGRAMS ADMINISTRATION PO BOX 5166NEW YORKNY100872022 POSTDOCTORAL$35,000
QIN XU
UNIVERSITY OF PITTSBURGH 500 ROSSSTREET 154-0455 ATTN 371220PITTSBURGHPA1526200012022 POSTDOCTORAL$35,000
RAVEN ALLISON
PO BOX 3028MARBLE FALLSTX786542021 DISSERTATION$13,750
REDDICK CELIA
63 WOODLAWN STREET 2BOSTONMA021302021 DISSERTATION$13,750
REYES DANIELA CASTELLANOS
1507 CENTER STLAFAYETTEIN479052022 DISSERTATION$27,500
RIS ETHAN
CHRIS RUST FISCAL AND HR OFFICERCOLLEGE OF EDUCATION/0278 UNR 1664RENONV8955702782020 POSTDOCTORAL FELLOW$35,000
RODRIGUEZ TATIANA
512 WEST 122ND STREET APT 102SARASOTA HALLNEW YORKNY100272021 DISSERTATION$13,750
RODRIGUEZ-GOMEZ DIANA
UW-MADISON RESEARCH SPONSOREDPROGRAMS 21 N PARK STREET SUITE 640MADISONWI5371512182021 POST-DOC$70,000
ROY SUSHA
902 WASHINGTON AVE APT BSANTA MONICACA904032022 DISSERTATION$27,500
RUIZ SANDRA
PO BOX 1934SALINASCA939022021 DISSERTATION$13,750
SAHAI HARSHIL
UNIVERSITY OF CHICAGO UNIVERSITYRESEARCH ADMIN 6054 SOUTH DREXEL AVCHICAGOIL606372022 DISSERTATION$13,750
SAMPSON CARRIE
PO BOX 876011TEMPEAZ852872021 POST-DOC$35,000
SANABRIA TANYA
CAL STATE LA 5151 STATE UNIVERSITYDR GE 314LOS ANGELESCA900322022 POSTDOCTORAL$35,000
SANCHEZ-BAUTISTA CONSUELO
1062 27TH AVE SE APT FMINNEAPOLISMN554142022 DISSERTATION$13,750
SANTA-RAMIREZ STEPHEN
RESEARCH FOUNDATION SUNY CASHRECEIPTS DEPARTMENT PO BOX 9ALBANYNY1220100092022 POSTDOCTORAL$35,000
SCALVEDI CATERINA
536 WEST ARLINGTON PLACE 301CHICAGOIL606142021 DISSERTATION$27,500
SCHUELER BETH
UNIVERSITY OF VIRGINIA SPONSOREDPROGRAMS PO BOX 400195 1001 N EMMETCHARLOTTESVILLEVA2290441952022 POSTDOCTORAL$35,000
SHEPHARD DANIEL
2021 DISSERTATION$13,750198 AVENUE DU MAINE 7500 W CAMPWISDOM RD COWAN 203PARISFR75014
SHI LENA
28 DEWOLFE ST 599CAMBRIDGEMA021382021 DISSERTATION$13,750
SINGH MICHAEL
4284 71ST STREETSACRAMENTOCA958202022 POSTDOCTORAL RDA$5,000
SINGLETON JOHN
TERESA MESSENGER GRANTS MANAGERORACS 910 GENESEE STREET SUITE 200ROCHESTERNY146112020 POSTDOCTORAL FELLOW$35,000
SMAIL GARETH
259 CANNER STREETNEW HAVENCT065112021 DISSERTATION$13,750
SMITH DAVID
PO BOX 672117CHUGIAKAK995672022 DISSERTATION$13,750
SMITH-PURVIANCE ASHLEY
THE OHIO STATE UNIVERSITY 1960KENNY ROADCOLUMBUSOH432102022 POSTDOCTORAL$35,000
SOLIZ ADELA
VANDERBILT UNIVERSITY RESEARCHFINANCE PMB 401591 2301 VANDERBILTNASHVILLETN372402021 POST-DOC$35,000
STERLING ERICA
50 HARVEY STCAMBRIDGEMA021402021 DISSERTATION$13,750
STOVALL JESSICA
729 ESCONDIDO ROAD APT 439STANFORDCA943052022 DISSERTATION$13,750
STRONG KRYSTAL
RUTGERS UNIVERSITY RESEARCHFINANCIAL SERVICES 33 KNIGHTSBRIDGEPISCATAWAYNJ0885439252022 POSTDOCTORAL$35,000
SUAREZ ENRIQUE
UNIVERSITY OF MASSACHUSETTS 100VENTURE WAY SUITE 201HADLEYMA010352022 POSTDOCTORAL$35,000
THAKURTA ANKHI
30 BENEDICT CRESCENTBASKING RIDGENJ079202022 DISSERTATION$13,750
TOBIN ZACHARY
151 E BROADWAY RD APT 201TEMPEAZ852822021 DISSERTATION$13,750
TRINIDAD JOSE EOS
5551 S KIMBARK AVE ROOM 1CHICAGOIL606372022 DISSERTATION$27,500
UMANSKY ILANA
ATTN CASHIER PO BOX 3237EUGENEOR9740302372020 POSTDOCTORAL FELLOW$35,000
VASQUEZ BRITTANY
UNIVERSITY OF MICHIGAN 22-PAF073833003 S STATE STREETANN ARBORMI481092022 DISSERTATION$13,750
VIGIL-FOWLER MARGARET
208 RED MESA HEIGHTSGRAND JUNCTIONCO815072021 POST-DOC$52,500
WALKER DARA
PENNSYLVANIA STATE UNIVERSITYLIBERAL ARTS 114 SPARKS BUILDINGUNIVERSITY PARKPA168022021 POST-DOC$70,000
WANG HUIMIN
US BANK 777 EAST WISCONSIN AVEMILWAUKEEWI532022020 DISSERTATION FELLOW$13,750
WEINTROP DAVID
UNIV MARYLAND SPONSORED PROG ACCTG4101 CHESAPEAKE BLDG 4300 TERRAPINCOLLEGE PARKMD2074231412020 POSTDOCTORAL FELLOW$35,000
WILLIAMS RACHEL
656 FLORIDA STREET APT 202MEMPHISTN381032021 DISSERTATION$13,750
WU YIDI
ELON UNIVERSITY ACCOUNTING CAMPUSBOX 2900ELONNC272442021 POST-DOC$70,000
YANG CHUNYAN
UNIVERSITY OF CALIFORNIA BERKELEY2195 HEARST AVENUE ROOM 130 MAIL COBERKELEYCA9472011032020 POSTDOCTORAL FELLOW$35,000
YANG XIN
47 LAKE PLACENEW HAVENCT065112021 DISSERTATION$13,750
YUN HYE-YOUNG
2100 WILD INDIGO XINGSTATHAMGA306662021 POST-DOC RDA$5,000
ZHAO PENGFEI
UNIV OF FLORIDA CONTRACTS GRANTSACCTG 33 TIGERT HALL PO BOX 113001GAINESVILLEFL326112021 POST-DOC$35,000
MUSTO MICHELA
2021 POST-DOC$70,000RESEARCH FINANCE OFFICE SUITE 409TEF3 6190 ARGONOMY ROADVANCOUVERBRITISH COLUMBIACAV6T 1Z3
XU JING
5530 36TH AVE NESEATTLEWA981052020 POSTDOCTORAL FELLOW$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,326,250TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AHEARN CAITLIN
11811 VENICE BLVD APT 139LOS ANGELESCA900662022 DISSERTATION$13,750
ARENAS PACHECO CARLOS DIEGO
UNIVERSITY OF NOTRE DAME RESEARCHNOTRE DAMEIN465562022 DISSERTATION$27,500SPONSORED PROGRAMS ACCOUNTING 836 G
BAKER DOMINIQUE
SOUTHERN METHODIST UNIVERSITY DAVIDDALLASTX7527502592022 POSTDOCTORAL$70,000EWING DIR GRANT ACCTG PO BOX 750259
BECKER MARIANA
101 NEWBURG STREETROSLINDALEMA021312022 DISSERTATION$13,750
BLUNT TAKERIA
GEORGIA TECH BURSARS OFFICE LYMANATLANTAGA303322022 DISSERTATION$13,750HALL SUITE 111 225 NORTH AVENUE
BRIDGEFORTH JAMES
2133 1/2 PACIFIC AVENUE APT 4LONG BEACHCA908062022 DISSERTATION$13,750
CHAVEZ-MORENO LAURA
UC REGENTS BOX 957089 1125 MURPHYLOS ANGELESCA900952022 POSTDOCTORAL$70,000HALL 405 HILGARD AVE
CUARTAS RICAURTE JOSE ARMANDO
501 TALBOT AVE APT 1DORCHESTER CENTERMA021242022 DISSERTATION$13,750
DESAI KARISHMA
RUTGERS UNIVERSITY RESEARCHPISCATAWAYNJ0885439252022 POSTDOCTORAL$35,000FINANCIAL SERVICES 33 KNIGHTSBRIDGE
EMERICK MARK
MUHLENBERG COLLEGE 2400 CHEW STREETALLENTOWNPA181042022 POSTDOCTORAL$70,000
GANIMIAN ALEJANDRO
NYU OFFICE OF SPONSORED PROGRAMSNEW YORKNY100122022 POSTDOCTORAL$35,000665 BROADWAY SUITE 801
GARGROETZI EMMA
UNIVERSITY OF TEXAS AT AUSTINAUSTINTX787132022 POSTDOCTORAL$35,000OFFICE OF ACCOUNTING OSP-SPAA PO BO
GATES ZAYNAB
4030 W ASHLAND AVVISALIACA932772022 DISSERTATION$27,500
GUERRERO-ROSADA PAOLA ANDREA
UNIVERSITY OF MICHIGAN 2500 STUDENTANN ARBORMI4810913162022 DISSERTATION$13,750ACTIVITIES BLDG 515 EAST JEFFERSON
HAMM-RODRIGUEZ MOLLY
UNIVERSITY OF COLORADO 249 UCBBOULDERCO8030902492022 DISSERTATION$13,750SCHOOL OF EDUCATION
HAUCK ELIZABETH
UW-MADISON RESEARCH AND SPONSOREDMADISONWI5371512182021 DISSERTATION$13,750PROGRAMS 21 N PARK STREET SUITE 640
HIGGS JENNIFER
UC DAVIS AR LOCKBOX PO BOX 741816LOS ANGELESCA9007418162022 POSTDOCTORAL$35,000
HO JACQUELINE
CORNELL UNIVERSITY SPONSOREDITHACANY1485100222022 DISSERTATION$13,750FINANCIAL SERVICES PO BOX 22
HOOK TYLER
UNIVERSITY OF WISCONSIN RESEARCHMADISONWI5371512182022 DISSERTATION$27,500AND SPONSORED PROGRAMS 21 N PARK ST
HOSSEINI ZAINAB
3684 ROXBURY LNHAYWARDCA945422022 DISSERTATION$13,750
HUERTA ADRIAN
UNIV OF SOUTHERN CALIFORNIALOS ANGELESCA9008980012022 POSTDOCTORAL$35,000SPONSORED PROJECTS ACCOUNTING 3500
HYRES ALEXANDER
UNIVERSITY OF UTAH COLLEGE OFSALT LAKE CITYUT841122022 POSTDOCTORAL$35,000EDUCATION 1721 CAMPUS CENTER DR RM
JOHNSON REBECCA
GEORGETOWN UNIVERSITY PO BOX 825738PHILADELPHIAPA1918253782022 POSTDOCTORAL$70,000
KEENAN HARPER
2022 POSTDOCTORAL$70,000THE UNIVERSITY OF BRITISH COLUMBIA409 - 6190 AGRONOMY ROADVANCOUVERBRITISH COLUMBIACAV6T 1Z3
KELLY LAUREN
RUTGERS UNIVERSITY RESEARCHPISCATAWAYNJ0885439252022 POSTDOCTORAL$35,000FINANCIAL SERVICES 33 KNIGHTSBRIDGE
KOEPP ANDREW
3467 LAKE AUSTIN BLVD APT CAUSTINTX7870355552022 DISSERTATION$13,750
KUEHL RACHELLE
VIRGINIA TECH OFFICE OF SPONSOREDBLACKSBURGVA240612022 POSTDOCTORAL$35,000PROG NORTH END CTR 300 TURNER ST NW
KUPPERS SINJA
603 WATTS STREET APT 6DURHAMNC277012022 DISSERTATION$13,750
LABRANCHE JILLIAN
UNIVERSITY OF MINNESOTA SPONSOREDMINNEAPOLISMN5545520702022 DISSERTATION$13,750PROJECTS ADMIN 450 MCNAMARA ALUMNI
LANDEROS JUDITH
1421 S 51ST COURTCICEROIL608042022 DISSERTATION$13,750
LEATH SEANNA
UNIVERSITY OF VIRGINIA 1001 EMMETCHARLOTTESVILLEVA229042021 POST-DOC$35,000ST NORTH PO BOX 400195
LEIBOVITZ TALIA
808 52ND STOAKLANDCA946082022 DISSERTATION$13,750
LIMERICK NICHOLAS
TEACHERS COLLEGE COLUMBIA UNIVERSITNEW YORKNY1002766052021 POST-DOC$35,000525 W 120TH STREET BOX 021
MACLEOD MAUREEN
MERCY COLLEGE C/O GRANTS ACCOUNTANTDOBBS FERRYNY105222019 POSTDOCTORAL FELLOW$35,000555 BROADWAY
MANTILLA BLANCO PAULA
468 W 142ND ST APT 4NEW YORKNY100312022 DISSERTATION$13,750
MARSHALL JESSICA
4057 SOUTH ELLIS AVENUECHICAGOIL606532022 DISSERTATION$13,750
MCGREW SARAH
UNIVERSITY OF MARYLAND SPONSOREDCOLLEGE PARKMD2074231412022 POSTDOCTORAL$35,000PROG ACCTG 4101 CHESAPEAKE BLDG 430
MCLEOD IV WILLIAM
5414 HERMIT TERRACEPHILADELPHIAPA191282022 DISSERTATION$13,750
MOORE JAZMEN
2514 149TH PLACE SWLYNWOODWA980872022 DISSERTATION$13,750
QIN KONGJI
NEW YORK UNIVERSITY SPONSOREDNEW YORKNY100872022 POSTDOCTORAL$35,000PROGRAMS ADMINISTRATION PO BOX 5166
QIN XU
UNIVERSITY OF PITTSBURGH 500 ROSSPITTSBURGHPA1526200012022 POSTDOCTORAL$35,000STREET 154-0455 ATTN 371220
RAY RANITA
KATHRYN LEVASSEUR 6506 S MARYLANDLAS VEGASNV891542019 POSTDOCTORAL FELLOW$35,000PKWY MAIL STOP 45001
SAHAI HARSHIL
UNIVERSITY OF CHICAGO UNIVERSITYCHICAGOIL606372022 DISSERTATION$13,750RESEARCH ADMIN 6054 SOUTH DREXEL AV
SANABRIA TANYA
CAL STATE LA 5151 STATE UNIVERSITYLOS ANGELESCA900322022 POSTDOCTORAL$35,000DR GE 314
SANCHEZ-BAUTISTA CONSUELO
1062 27TH AVE SE APT FMINNEAPOLISMN554142022 DISSERTATION$13,750
SANTA-RAMIREZ STEPHEN
RESEARCH FOUNDATION SUNY CASHALBANYNY1220100092022 POSTDOCTORAL$35,000RECEIPTS DEPARTMENT PO BOX 9
SCHUELER BETH
UNIVERSITY OF VIRGINIA SPONSOREDCHARLOTTESVILLEVA2290441952022 POSTDOCTORAL$35,000PROGRAMS PO BOX 400195 1001 N EMMET
SMITH DAVID
PO BOX 672117CHUGIAKAK995672022 DISSERTATION$13,750
SMITH-PURVIANCE ASHLEY
THE OHIO STATE UNIVERSITY 1960COLUMBUSOH432102022 POSTDOCTORAL$35,000KENNY ROAD
SOLIZ ADELA
VANDERBILT UNIVERSITY RESEARCHNASHVILLETN372402021 POST-DOC$35,000FINANCE PMB 401591 2301 VANDERBILT
STOVALL JESSICA
729 ESCONDIDO ROAD APT 439STANFORDCA943052022 DISSERTATION$13,750
STRONG KRYSTAL
RUTGERS UNIVERSITY RESEARCHPISCATAWAYNJ0885439252022 POSTDOCTORAL$35,000FINANCIAL SERVICES 33 KNIGHTSBRIDGE
SUAREZ ENRIQUE
UNIVERSITY OF MASSACHUSETTS 100HADLEYMA010352022 POSTDOCTORAL$35,000VENTURE WAY SUITE 201
SUTTON APRIL
UNIV OF CALIFORNIA SAN DIEGOLA JOLLACA9209300092021 POST-DOC$35,000CONTRACT GRANT ADMIN 9500 GILMAN DR
THAKURTA ANKHI
30 BENEDICT CRESCENTBASKING RIDGENJ079202022 DISSERTATION$13,750
VASQUEZ BRITTANY
UNIVERSITY OF MICHIGAN 22-PAF07383ANN ARBORMI481092022 DISSERTATION$13,7503003 S STATE STREET
WALLACE DERRON
BRANDEIS UNIVERSITY 415 SOUTHWALTHAMMA024532022 POSTDOCTORAL$70,000STREET MS 110
WEATHERS ERICKA
PENNSYLVANIA STATE UNIV RESEARCHSTATE COLLEGEPA168012021 POST-DOC$35,000ACCOUNTING 227 W BEAVER AVE STE 401
WILLIAMS BRITTANY
UNIVERSITY OF VERMONT SPONSOREDBURLINGTONVT054052022 POSTDOCTORAL$70,000PROJECTS 217 WATERMAN BLDG 85 SOUTH
HENRY DAPHNE
UNIVERSITY OF PITTSBURGH 3100PITTSBURGHPA152602022 POSTDOCTORAL$70,000CATHEDRAL OF LEARNING
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,826,250TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,743RelatedOrExemptFunctionIncmAmt

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$53,785RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,360ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,307ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
PUBLICATION SALES$4,740
MISC. INCOME$16,113
EXCHANGE GAIN OR LOSS$12

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$74,667ExclusionAmt
Related Or Exempt Function Incm$120,393RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$195,060TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 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.
11BMISCELLANEOUS INCOME

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SPENCER FOUNDATION
1625 N MICHIGAN AVENUE STE 1600CHICAGOIL60611$122,382Yes (X)
WILLIAM T GRANT FOUNDATION
260 E 42ND STREET 43 FLOORNEW YORKNY10165$200,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$84,556Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$85,303DisbursementsCharitablePrpsAmt

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 (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CALVERT BOND FUND CLASS I$226,702$226,702
FEDERATED INSTITUTIONAL HIGHYIELD BOND FUND$12,962$12,962
TIAA-CREF BOND INDEX FUND INSTITUTIONAL CLASS$225,207$225,207
PIMCO EMERGING MARKETS BOND FUND$16,153$16,153
ISHARES TR BROAD USD HIGH YIELD CORP BD ETF$13,225$13,225
FEDERAL HOME LOAN BANK BONDS$269,015$269,015
FEDERAL HOME LN MTG CORP NOTES$1,084,776$1,084,776
DFEDERAL FARM CREDIT BANK BONDS$175,826$175,826

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS$42,858$42,858
DFA INTERNATIONAL SOCIAL CORE EQUITY$20,080$20,080
DFA EMERGING MARKET SOCIAL$7,917$7,917
ISHARES TR RUSSELL MID-CAP GROWTH EFT$6,531$6,531
ISHARES TR CORE MSCI EAFE EFT$6,521$6,521
ALLSPRING SPECIAL MID-CAP VALUE FUND$6,699$6,699
ISHARES TR RUSSELL 2000 GROWTH ETF$6,650$6,650
ISHARES TR RUSSELL 2000 VALUE ETF$6,517$6,517
ISHARES INC ESG MSCI EM ETF$7,878$7,878
ISHARES TR ESG AWARE MSCI USA ETF$44,748$44,748
ISHARES TR ESG AARE MSCI EAFE ETF$20,840$20,840
FEDERATED HERMES GOVERNMENT OBLIGATIONS FUND$353,951$353,951

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCERTIFICATES OF DEPOSITDesc
BOY Book Value$249,988BOYBookValueAmt
EOY Book Value$992,405EOYBookValueAmt
EOYFMV$992,405EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$169,756Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$4,810$0$0$4,810
INFORMATION TECHNOLOGY$121,352$0$0$127,918
POSTAGE & SHIPPING$329$0$0$329
INSURANCE$9,194$0$0$9,194
BANK CHARGES$1,825$0$0$1,825
ADVERTISING$17,407$0$0$17,407
MISCELLANEOUS$5,718$0$0$1,015
DUES & SUBSCRIPTIONS$3,704$0$0$3,704

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PUBLICATION SALES$4,740$4,740
MISC. INCOME$16,113$16,113
EXCHANGE GAIN OR LOSS$12$12
MEMBERSHIP DUES AND ASSESSMENTS$53,785$53,785
FEES FROM GOVERNMENT AGENCIES$45,743$45,743

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FELLOWSHIPS PAYABLE$2,410,000$1,826,250
UNSPENT GRANT LIABILITY$59,074$30,970

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL PROCESSING$3,222$0$0$3,222
PROGRAM CONSULTANT$64,914$0$0$60,539
INVESTMENT FEES$5,884$5,884$5,884$0
REPORT PREPARATION$464$0$0$464

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$47,904Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$47,904DisbursementsCharitablePrpsAmt