2022-05-16T12:45:37-05:00 2021-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2020-07-01 043457065 THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION SCHO 6178372488 ONE MIFFLIN STREET NO 400 CAMBRIDGE MA 02138 JOHN H JACKSON PRESIDENT AND CEO 6178372488 2022-05-13 1 JOHN JACKSON XXX-XX-XXXX JOYCE RIPIANZI CPA P00548581 5083669100 2022-05-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X JOHN H JACKSON ONE MIFFLIN STREET NO 400 CAMBRIDGE MA 02138 17677373 0 X WWW.SCHOTTFOUNDATION.ORG X 1999 MA THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. 14 14 12 14 0 0 4181008 10888372 0 0 201840 1824658 507 2405 4383355 12715435 1043955 1512610 0 0 1420464 1804511 0 0 800592 1009006 754849 3473425 4071970 909930 8643465 7733688 15969642 397398 376693 7336290 15592949 X THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION. 0 0 2193920 1512610 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. 52000 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. 140237 998811 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. 2386157 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA NY X X JOHN H JACKSON 6178372488 ONE MIFFLIN STREET NO 400 CAMBRIDGE MA 02138 JOHN H JACKSON PRESIDENT AND CEO 40.00 X 360874 0 47789 EDGAR G VILLANUEVA SENIOR VP OF PROGRAMS AND 40.00 X 198931 0 23702 CAROLINA ESPINAL CHAIR 1.00 X X 0 0 0 MAISIE CHIN VICE-CHAIR 1.00 X X 0 0 0 MARK PALEY TREASURER 1.00 X X 0 0 0 CARLOS ROJAS ALVAREZ CLERK 1.00 X X 0 0 0 JULIAN VASQUEZ HEILIG BOARD DIRECTOR 1.00 X 0 0 0 ALANDRA WASHINGTON BOARD DIRECTOR 1.00 X 0 0 0 MICHAEL S WOTORSON BOARD DIRECTOR 1.00 X 0 0 0 KYLE SERRETTE BOARD DIRECTOR 1.00 X 0 0 0 JACKIE JENKINS-SCOTT BOARD DIRECTOR 1.00 X 0 0 0 SUSAN TAYLOR BATTEN BOARD DIRECTOR 1.00 X 0 0 0 AMIR WINDOM BOARD DIRECTOR 1.00 X 0 0 0 EILEEN DE LOS REYES BOARD DIRECTOR 1.00 X 0 0 0 VALERIA DO VALE BOARD DIRECTOR 1.00 X 0 0 0 DORIAN BURTON BOARD DIRECTOR 1.00 X 0 0 0 559805 0 71491 2 0 1 0 0 4100000 6788372 10888372 276054 276054 6510542 4961938 1548604 1548604 1548604 OTHER INCOME 900099 2405 2405 2405 12715435 0 0 1827063 1512610 1512610 418607 125582 167443 125582 1092876 496762 198410 397704 56633 16990 22653 16990 137655 14695 4786 118174 98740 27150 37900 33690 4408 304 4104 160630 160630 47163 47163 286541 121936 107745 56860 2854 62 1587 1205 27992 6588 11251 10153 40311 8959 11904 19448 107306 36667 63461 7178 6270 1865 4374 31 2968 1186 547 1235 21829 5145 15058 1626 14541 4944 3635 5962 PAYROLL SERVICE FEES 14699 459 14240 OFFICE EQUIPMENT 8083 1419 4160 2504 DUES AND MEMBERSHIPS 4043 625 1168 2250 MISCELLANEOUS 2816 2209 607 2395 2395 4071970 2386157 885221 800592 424529 448142 1336445 3923357 300000 5065000 2209 26637 39113 134557 114765 34802 19792 5589186 6457358 19880 16880 7733688 15969642 130340 152994 267058 223699 397398 376693 X 1187633 8607028 6148657 6985921 7336290 15592949 7733688 15969642 8643465 -386806 0 X X 0 1 X 1 0 X 4528600 4364720 2264348 4181008 10888372 26227048 4528600 4364720 2264348 4181008 10888372 26227048 12199616 14027432 190686 230712 154035 208559 276054 1060046 10000 10000 20000 21600 292 455 507 2405 25259 27332353 0.51320 0.58970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENT INCOME - 2016 AMOUNT: $ 21,600. OTHER INCOME - 2017 AMOUNT: $ 292. 2018 AMOUNT: $ 455. 2019 AMOUNT: $ 507. 2020 AMOUNT: $ 2,405. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35000 0 35000 4036970 4071970 353599 88400 0 0 398350 340514 323671 353599 1416134 2124201 50000 35000 35000 35000 155000 99588 85129 80918 88400 354035 531053 50000 35000 35000 35000 155000 6002686 1390689 7393375 5717041 285645 6002686 5873039 241002 397000 5717041 6595847 413928 1136736 5873039 6165965 763110 333228 6595847 1.00000 0 0 115894 101379 14515 18663 13386 5277 19792 X 12281466 -386806 -386806 12668272 47163 47163 12715435 4024807 0 4024807 47163 47163 4071970 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. 0 1517 MEDIA PO BOX 1209 MINNEAPOLIS MN 55440 641 PRESIDENT'S DISCRETIONARY GRANT A BETTER WAY FOUNDATION PO BOX 615 NEW LONDON CT 06143 061576383 25000 TO SUPPORT LOCAL AND STATEWIDE STUDENT-LED ORGANIZING TO ADVANCE EQUITY IN PUBLIC EDUCATION IN CONNECTICUT THROUGH THE WORK OF HEARING YOUTH VOICES ADVANCEMENT PROJECT 1220 L STREET NW SUITE 850 WASHINGTON DC 20005 954835230 10000 TO SUPPORT YOUTH PARTICIPATION IN THE ADVANCEMENT PROJECTS ACTION CAMP, BRINGING YOUNG PEOPLE TOGETHER TO LEARN, DEVELOP THEIR LEADERSHIP, AND STRATEGIZE ON HOW TO MORE EFFECTIVELY HAVE THEIR VOICES HEARD ADVANCEMENT PROJECT 1220 L STREET NW SUITE 850 WASHINGTON DC 20005 954835230 5000 TO SUPPORT YOUTH PARTICIPATION IN THE ADVANCEMENT PROJECTS ACTION CAMP, BRINGING YOUNG PEOPLE TOGETHER TO LEARN, DEVELOP THEIR LEADERSHIP, AND STRATEGIZE ON HOW TO MORE EFFECTIVELY HAVE THEIR VOICES HEARD ALLIANCE OF CALIFORNIANS FOR COMMUNITY EMPOWERMENT INSTITUTE 3655 S GRAND AVE SUITE 250 LOS ANGELES CA 90007 271487442 5000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA AMERICAN ASSOCIATION OF HISPANICS IN HIGHER EDUCATION 1100 S CADY MALL ROOM A 207 E TEMPE AZ 852875303 300150324 2500 BOARD DISCRETIONARY GRANT ARDREY KELL HIGH SCHOOL ATHLETIC BOOSTER CLUB 10220 ARDREY KELL RD CHARLOTTE NC 282774328 830461443 1000 PRESIDENT'S DISCRETIONARY GRANT ARKANSAS COMMUNITY INSTITUTE 2101 SOUTH MAIN ST LITTLE ROCK AR 72206 721072223 30000 TO SUPPORT GRASSROOTS ARKANSAS'S CAMPAIGN FOR PUBLIC EDUCATION EQUITY IN ARKANSAS ARKANSAS COMMUNITY INSTITUTE 2101 SOUTH MAIN ST LITTLE ROCK AR 72206 721072223 10000 TO SUPPORT GRASSROOTS ARKANSAS' WORK IN LITTLE ROCK, ARKANSAS ASSOCIATION OF BLACK FOUNDATION EXECUTIVES 55 EXCHANGE PLACE NEW YORK NY 10005 237156531 2500 TO SUPPORT ADVANCING SOCIAL JUSTICE PHILANTHROPY AND PARTNERSHIPS FOR BLACK COMMUNITIES BLACK SWAN ACADEMY INC 5024 2ND ST NW WASHINGTON DC 20011 464244374 10000 TO SUPPORT POLICE FREE SCHOOLS WORK IN WASHINGTON, DC BOSTON WOMEN'S FUND 2 OLIVER STREET BOSTON MA 02109 222475551 400 TO ADVANCE EFFECTIVE, SOCIAL JUSTICE PHILANTHROPY BRIGHTON PARK NEIGHBORHOOD COUNCIL 4477 S ARCHER AVE CHICAGO IL 60632 364229387 10000 TO SUPPORT POLICE FREE SCHOOLS WORK IN CHICAGO, ILLINOIS BROCKTON INTERFAITH 1350 PLEASANT ST BROCKTON MA 02301 223135464 40000 TO ENGAGE YOUTH AND COMMUNITY MEMBERS IN LOCAL AND STATE EDUCATION AND RACIAL JUSTICE REFORMS IN BROCKTON, MASSACHUSETTS CALIFORNIANS FOR JUSTICE 1961 LAS PLUMAS AVENUE SAM JOSE CA 95133 943256009 25000 TO IMPLEMENT THE REBUILD & REIMAGINE: A VISION FOR RACIALLY JUST SCHOOLS CAMPAIGN TO ADVANCE RACIAL JUSTICE IN EDUCATION IN CALIFORNIA CANDID 32 OLD SLIP NEW YORK NY 10005 131837418 20000 TO IDENTIFY TRENDS IN EDUCATION PHILANTHROPY, PARTICULARLY AROUND THE FUNDING OF EDUCATIONAL EQUITY AND JUSTICE, AND TO ADVOCATE FOR INCREASED INVESTMENT IN EDUCATION EQUITY CAROLINA YOUTH ACTION PROJECT PO BOX 20971 CHARLESTON SC 294130971 275484213 5000 TO SUPPORT COVID-19 RESPONSE WORK IN SOUTH CAROLINA CENTER FOR LABOR EDUCATION AND RESEARCH (AKA MA JOBS WITH JUSTICE) 375 CENTRE STREET BOSTON MA 02130 222604923 75000 TO SUPPORT PARENT AND COMMUNITY ORGANIZING FOR EQUITABLE PUBLIC EDUCATION IN MASSACHUSETTS CENTER FOR RESILIENT INDIVIDUALS FAMILIES AND COMMUNITIES 5112 EAST NEMOURS ST NEW ORLEANS LA 70152 371945001 5000 TO SUPPORT EL PUEBLO NOLA - NOLA VILLAGE'S COVID-19 RESPONSE WORK IN NEW ORLEANS, LOUISIANA CITIZENS FOR JUVENILE JUSTICE 44 SCHOOL STREET BOSTON MA 02108 043224860 50000 TO PROVIDE ADVOCACY SUPPORT FOR SCHOOL DISCIPLINE REFORM EFFORTS TO ADVANCE EDUCATION EQUITY IN MASSACHUSETTS COLEMAN ADVOCATES 459 VIENNA ST SAN FRANCISCO CA 94112 942258612 2500 FOR PARTICIPATION IN THE NATIONAL OPPORTUNITY TO LEARN NETWORK STRATEGIC PLANNING PROCESS AND TO SUPPORT THE WORK OF ALLIANCE FOR EDUCATIONAL JUSTICE COLEMAN ADVOCATES 459 VIENNA ST SAN FRANCISCO CA 94112 942258612 25000 TO SUPPORT A NATIONAL CAMPAIGN FOR #POLICEFREESCHOOLS TO ENGAGE YOUTH OF COLOR IN ADDRESSING SCHOOL POLICING AS A BARRIER TO EDUCATION JUSTICE IN 19 SCHOOL DISTRICTS AND TO SUPPORT THE WORK OF ALLIANCE FOR EDUCATIONAL JUSTICE COLEMAN ADVOCATES 459 VIENNA ST SAN FRANCISCO CA 94112 942258612 5000 TO SUPPORT COVID-19 RESPONSE WORK IN SAN FRANCISCO, CALIFORNIA COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION 8410 SOUTH BROADWAY LOS ANGELES CA 90003 264753821 5000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION (CADRE) 8410 SOUTH BROADWAY LOS ANGELES CA 90003 264753821 5000 BOARD DISCRETIONARY GRANT COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION AND TREATMENT 8101 S VERMONT AVENUE LOS ANGELES CA 90003 954298811 10000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA COMMUNITY LABOR UNITED 8 BEACON STREET 5TH FLOOR BOSTON MA 02108 203404034 40000 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 CONNECTICUT COUNCIL FOR PHILANTHROPY 75 CHARTER OAK AVENUE HARTFORD CT 06106 237024016 1940 TO SUPPORT SOCIAL JUSTICE PHILANTHROPY IN CONNECTICUT F&L ORGANIZATIONAL SUPPORT SERVICES INC (FLOSS) 2022 ST BERNARD AVE 124B NEW ORLEANS LA 70187 473451951 5000 TO SUPPORT STEP UP LOUISIANA'S COVID-19 RESPONSE WORK IN NEW ORLEANS, LOUISIANA F&L ORGANIZATIONAL SUPPORT SERVICES INC (FLOSS) 2022 ST BERNARD AVE 124B NEW ORLEANS LA 70187 473451951 30000 TO SUPPORT THE EXPANSION OF THE PARENT ORGANIZING FOR EQUITABLE PUBLIC EDUCATION AT STEP UP LOUISIANA FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN (FFLIC) 1307 ORETHA C HALEY BLVD STE 303 NEW ORLEANS LA 70113 205924561 25000 TO SUPPORT FFLICS EDUCATION EQUITY CAMPAIGNS AND ADVOCACY WORK THROUGHOUT THE STATE OF LOUISIANA FOUNDATION FOR LOUISIANA 4411 CANAL ST NEW ORLEANS LA 70816 203399944 1000 TO SUPPORT GREATER NEW ORLEANS FUNDERS NETWORK AND PROMOTE INVESTMENT THAT PROMOTES EQUITY AND SOCIAL JUSTICE IN THE GREATER NEW ORLEANS REGION FOUNDATION FOR THE CAROLINAS 220 N TRYON ST CHARLOTTE NC 28202 566047886 5000 PRESIDENT'S DISCRETIONARY GRANT TO NEW GENERATION OF AFRICAN AMERICAN PHILANTHROPISTS GIRLS FOR GENDER EQUITY 25 CHAPEL STREET SUITE 1006 BROOKLYN NY 11201 043697166 40000 TO CENTER BLACK GIRLS IN EDUCATION JUSTICE WORK TO END SCHOOL PUSHOUT AND BRING TRANSFORMATIVE CHANGE TO PUBLIC EDUCATION AT THE LOCAL, STATE AND NATIONAL LEVEL GRANTMAKERS COUNCIL OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 029092496 270059468 500 TO SUPPORT SOCIAL JUSTICE PHILANTHROPY IN RHODE ISLAND GRANTMAKERS FOR EDUCATION (GFE) 700 SW 5TH AVE PORTLAND OR 97204 330919329 1200 TO ADVANCE SOCIAL JUSTICE PHILANTHROPY TO IMPROVE EDUCATIONAL OUTCOMES AND INCREASE OPPORTUNITIES FOR ALL CHILDREN GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS 1310 L ST NW SUITE 650 WASHINGTON DC 20005 010669150 1030 TO ADVANCE EFFECTIVE, SOCIAL JUSTICE PHILANTHROPY HANNAH RUTH FOUNDATION PO BOX 964 CARRBORO NC 27510 273497790 5000 TO SUPPORT COVID-19 RESPONSE WORK IN CHAPEL HILL, NORTH CAROLINA HR&A ADVISORS INC 99 HUDSON STREET 3RD FLOOR NEW YORK NY 10013 208767681 19000 TO SUPPORT MAKING THE LOVING CITIES INDEX (LCI) AND RACIAL EQUITY STIMULUS (RES) ACTIONABLE, ULTIMATELY CREATING LOVING SYSTEMS ACROSS COMMUNITIES TO PROVIDE BLACK AND BROWN STUDENTS AN OPPORTUNITY TO THRIVE HR&A ADVISORS INC 100 HUDSON STREET 3RD FLOOR NEW YORK NY 10013 208767681 18500 TO SUPPORT MAKING THE LOVING CITIES INDEX (LCI) AND RACIAL EQUITY STIMULUS (RES) ACTIONABLE, ULTIMATELY CREATING LOVING SYSTEMS ACROSS COMMUNITIES TO PROVIDE BLACK AND BROWN STUDENTS AN OPPORTUNITY TO THRIVE INNERCITY STRUGGLE 3467 WHITTIER BOULEVARD LOS ANGELES CA 90023 272133211 10000 TO SUPPORT BROTHERS, SONS, SELVES COALITION'S POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA INNERCITY STRUGGLE 3468 WHITTIER BOULEVARD LOS ANGELES CA 90023 272133211 10000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA INSTITUTE FOR AMERICA'S FUTURE INC 1415 ELLIOT PL NW WASHINGTON DC 20007 521971942 4500 TO SUPPORT PUBLIC LEADERSHIP INSTITUTE'S RESEARCH REGARDING STATE POLICIES AND THE LOVING CITIES INDEX INSTITUTE FOR DEMOCRATIC EDUCATION IN AMERICA 2008 W RIDGEWAY ST JACKSON MS 392136453 270812635 25000 TO ENGAGE COMMUNITY MEMBERS IN ADVOCACY FOR COMMUNITY SCHOOLS IN JACKSON, MISSISSIPPI KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) 4242 S COTTAGE GROVE AVE CHICAGO IL 60653 362598637 95000 TO FUND THE ""EQUITY OR ELSE"" CAMPAIGN TO ADVANCE FOR EQUITABLE EDUCATION POLICY AT THE LOCAL AND FEDERAL LEVEL BY EXPOSING RACIAL INEQUITY IN PUBLIC EDUCATION THROUGH JOURNEY FOR JUSTICE ALLIANCE KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) 4243 S COTTAGE GROVE AVE CHICAGO IL 60653 362598637 2500 FOR PARTICIPATION IN THE NATIONAL OPPORTUNITY TO LEARN NETWORK STRATEGIC PLANNING PROCESS THROUGH JOURNEY FOR JUSTICE ALLIANCE KENWOOD-OAKLAND COMMUNITY ORGANIZATION (KOCO) 4244 S COTTAGE GROVE AVE CHICAGO IL 60653 362598637 5000 TO SUPPORT COVID-19 RESPONSE WORK IN CHICAGO, ILLINOIS KIDS RETHINK NEW ORLEANS SCHOOLS 705 FLOOD STREET NEW ORLEANS LA 70117 331203055 10000 TO SUPPORT POLICE FREE SCHOOLS WORK IN NEW ORLEANS, LOUISIANA KIDS RETHINK NEW ORLEANS SCHOOLS 706 FLOOD STREET NEW ORLEANS LA 70117 331203055 5000 TO SUPPORT COVID-19 RESPONSE WORK IN ORLEANS, LOUISIANA LABOR COMMUNITY STRATEGY CENTER 1506 CRENSHAW BLVD LOS ANGELES CA 90019 954201669 10000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA LABOR COMMUNITY STRATEGY CENTER 1507 CRENSHAW BLVD LOS ANGELES CA 90019 954201669 5000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA LAWYERS FOR CIVIL RIGHTS INC 61 BATTERYMARCH ST BOSTON MA 02110 043490614 1250 DISCRETIONARY GRANT LEAP YEAR 951 GLENWOOD AVE ATLANTA GA 30316 811224809 5000 BOARD DISCRETIONARY GRANT LOS ANGELES ALLIANCE FOR A NEW ECONOMY 464 LUCAS AVENUE LOS ANGELES CA 90017 954459427 5000 TO SUPPORT POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA LOS ANGELES ALLIANCE FOR A NEW ECONOMY 465 LUCAS AVENUE LOS ANGELES CA 90017 954459427 5000 TO SUPPORT RECLAIM OUR SCHOOLS LA'S POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA MASSACHUSETTS BUDGET AND POLICY CENTER ONE STATE STREET SUITE 1250 BOSTON MA 02109 042967537 30000 TO PROVIDE EDUCATION FINANCE POLICY RESEARCH AND ANALYSIS TO LOCAL AND STATEWIDE EFFORTS IN MASSACHUSETTS FOCUSED ON EDUCATION EQUITY, COVID RESPONSE AND SAFE SCHOOL REOPENING MASSACHUSETTS COMMUNITIES ACTION NETWORK (MCAN) 14 CUSHING AVENUE DORCHESTER MA 02125 042863903 40000 TO SUPPORT FAITH AND COMMUNITY ENGAGEMENT EFFORTS TO ADVANCE EQUITABLE PUBLIC EDUCATION IN MASSACHUSETTS NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY (NCRP) 1900 L STREET NW SUITE 825 WASHINGTON DC 20036 521072749 750 TO ADVANCE EFFECTIVE, SOCIAL JUSTICE PHILANTHROPY NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 89 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 95000 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 ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 2500 FOR PARTICIPATION IN THE NATIONAL OPPORTUNITY TO LEARN NETWORK STRATEGIC PLANNING PROCESS NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 5000 TO SUPPORT BOSTON-AREA YOUTH ORGANIZING PROJECT'S COVID-19 RESPONSE WORK IN MASSACHUSETTS NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 5000 TO SUPPORT PORTLAND PARENT UNION'S COVID-19 RESPONSE WORK IN PORTLAND, OREGON NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 5000 TO SUPPORT ALLIANCE FOR JUSTICE'S COVID-19 RESPONSE WORK NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE DIGNITY IN SCHOOLS CAMPAIGN 90 JOHN STREET SUITE 501 NEW YORK NY 10038 731714118 5000 TO SUPPORT THE WOMAN OF GOD'S DESIGN'S POLICE-FREE SCHOOLS WORK IN CHICAGO, ILLINOIS NATIONAL PUBLIC EDUCATION SUPPORT FUND 1900 L ST NW WASHINGTON DC 20036 263015634 10000 TO PROVIDE AN ANNUAL MEMBERSHIP TO THE EDUCATION FUNDER STRATEGY GROUP NETWORK FOR PUBLIC EDUCATION PO BOX 227 NEW YORK NY 10156 352532243 2500 BOARD DISCRETIONARY GRANT NORTHWEST BRONX COMMUNITY & CLERGY COALITION INC 103 EAST 196TH STREET BRONX NY 10468 132806160 5000 TO SUPPORT SISTAS AND BROTHAS UNITED'S POLICE-FREE SCHOOLS WORK IN NEW YORK CITY, NEW YORK ONE VOICE 1072 JR LYNCH STREET JACKSON MS 39203 020787550 25000 TO PROVIDE SUPPORT FOR THE ONE VOICE CAMPAIGN FOR FAIR, JUST AND QUALITY EDUCATION IN MISSISSIPPI PARTNERSHIP FOR SOUTHERN EQUITY 55 IVAN ALLEN JR BLVD NW SUITE 530 ATLANTA GA 30308 274424115 25000 TO PROVIDE COMMUNITY DRIVEN RESEARCH TO STAKEHOLDERS WORKING TOWARD ADVANCING RACIAL JUSTICE IN EDUCATION IN ATLANTA, GEORGIA PEAK GRANTMAKING 1666 K STREET NW WASHINGTON DC 20006 743158155 1500 TO ADVANCE SOCIAL JUSTICE PHILANTHROPY PHILADELPHIA STUDENT UNION 501 S 52ND ST PHILADELPHIA PA 19143 232815998 10000 TO SUPPORT POLICE FREE SCHOOLS WORK IN PHILADELPHIA, PENNSYLVANIA PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 042457605 250 TO ADVANCE EFFECTIVE, SOCIAL JUSTICE PHILANTHROPY THROUGH THE WORK OF BOSTON EDUCATION FUNDERS PHILANTHROPY MASSACHUSETTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 042457605 1700 TO ADVANCE SOCIAL JUSTICE PHILANTHROPY IN MASSACHUSETTS PHILANTHROPY NEW YORK 320 EAST 43RD STREET NEW YORK NY 10017 133001403 1200 TO ENHANCE AND INCREASE THE ABILITY OF PHILANTHROPY IN THE NEW YORK REGION AND TO ADVANCE STRATEGIC PHILANTHROPY POWER U CENTER FOR SOCIAL CHANGE INC 745 NW 54TH ST MIAMI FL 331271813 020584196 5000 FY 2021 GRANT/ TO SUPPORT COVID-19 RESPONSE WORK IN FLORIDA PUBLIC POLICY AND EDUCATION FUND 94 CENTRAL AVE ALBANY NY 12206 223810450 1000 TO SUPPORT THE ALLIANCE FOR QUALITY EDUCATION'S ADVOCACY AND ORGANIZING WORK TO SUPPORT PUBLIC EDUCATION IN NEW YORK STATE PUBLIC POLICY AND EDUCATION FUND 94 CENTRAL AVE ALBANY NY 12206 223810450 25000 TO SUPPORT THE ALLIANCE FOR QUALITY EDUCATION'S ADVOCACY AND ORGANIZING WORK TO SUPPORT PUBLIC EDUCATION IN NEW YORK STATE PUBLIC POLICY AND EDUCATION FUND 94 CENTRAL AVE ALBANY NY 12206 223810450 1500 TO SUPPORT THE ALLIANCE FOR QUALITY EDUCATION'S ADVOCACY AND ORGANIZING WORK TO SUPPORT PUBLIC EDUCATION IN NEW YORK STATE PUBLIC POLICY AND EDUCATION FUND 94 CENTRAL AVE ALBANY NY 12206 223810450 25000 TO SUPPORT THE ALLIANCE FOR QUALITY EDUCATION'S ADVOCACY AND ORGANIZING WORK TO SUPPORT PUBLIC EDUCATION IN NEW YORK STATE PUENTE HUMAN RIGHTS MOVEMENT PO BOX 21837 PHOENIX AZ 85036 453697690 10000 TO SUPPORT POLICE FREE SCHOOLS WORK IN PHOENIX, ARIZONA RESIST INC 42 SEAVERNS ST BOSTON MA 02130 042433182 40000 TO SUPPORT PARENT, STUDENT, COMMUNITY, AND LABOR PARTNERSHIPS IN BOSTON AND ACROSS MASSACHUSETTS TO ADVANCE EQUITY IN PUBLIC EDUCATION THROUGH THE WORK OF BOSTON EDUCATION JUSTICE ALLIANCE (BEJA) SAVE THE KIDS 1935 WEST 4700 SOUTH 236 TAYLORSVILLE UT 84129 841768076 5000 TO SUPPORT NATIONAL POLICE-FREE SCHOOLS WORK SAVE THE KIDS 1935 WEST 4700 SOUTH 236 TAYLORSVILLE UT 84129 841768076 5000 TO SUPPORT NATIONAL POLICE-FREE SCHOOLS WORK SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 3651 WELLINGTON RD LOS ANGELES CA 91302 954116679 20000 TO SUPPORT STUDENTS DESERVE'S POLICE-FREE SCHOOLS WORK IN LOS ANGELES, CALIFORNIA SOUTHEASTERN COUNCIL OF FOUNDATIONS INC 100 PEACHTREE ST NW STE 2080 ATLANTA GA 303031906 560995114 640 TO SUPPORT EFFECTIVE, SOCIAL JUSTICE PHILANTHROPY SOUTHERN COALITION FOR SOCIAL JUSTICE 1214 EAST LENOIR ST RALEIGH NC 27707 260688375 25000 TO SUPPORT EDUCATION JUSTICE ALLIANCE AND PROVIDE OPERATING FUNDS TO LAUNCHA POLICE-FREE PUBLIC SCHOOLS CAMPAIGN IN RALEIGH, NORTH CAROLINA AS PART OF THE NATIONAL COUNSELORS NOT COPS CAMPAIGN SOUTHERN ECHO 1350 LIVINGSTON LANE JACKSON MS 39213 640819311 30000 TO PROVIDE CAMPAIGN SUPPORT TO IMPROVE PUBLIC EDUCATION IN MISSISSIPPI STUDENT VOICE 8 THE GREEN DOVER DE 19901 462636244 25000 TO SUPPORT STUDENT ENGAGEMENT TO SHIFT NARRATIVES, POLICY, AND POWER, ADVANCING EDUCATION JUSTICE THE SOCIAL GOOD FUND HOLYOKE HIGH SCHOOL HOLYOKE MA 94805 461323531 20000 TO ENGAGE IN A STRATEGIC PLANNING PROCESS FOR STATE AND LOCAL PARTNERSHIPS IN MASSACHUSETTS THROUGH PA'LANTE RESTORATIVE JUSTICE THE UCLA FOUNDATION 10889 WILLSHIRE BOULEVARD LOS ANGELES CA 90024 952250801 1109 PRESIDENT'S DISCRETIONARY GRANT TO SUPPORT THE WORK OF THE CIVIL RIGHTS PROJECT AT UCLA GRADUATE SCHOOL OF EDUCATION & INFORMATION STUDIES TIDES CENTER PO BOX 399385 SAN FRANCISCO CA 94219 943213100 2500 TO ADVANCE EFFECTIVE, SOCIAL JUSTICE PHILANTHROPY THROUGH THE WORK OF EMERGING PRACTITIONERS IN PHILANTHROPY (EPIP) TIDES CENTER PO BOX 399385 SAN FRANCISCO CA 94219 943213100 25000 TO SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF JUSTICE SCHOOLS TO ADVANCE EQUITY IN PUBLIC EDUCATION FOR NEW YORK CITY STUDENTS THROUGH THE WORK OF NEW YORK CITY COALITION FOR EDUCATIONAL JUSTICE TSNE MISSIONWORKS 89 SOUTH ST BOSTON MA 02111 042261109 50000 TO PROVIDE STRATEGY SUPPORT AND TRAININGS TO LOCAL AND STATEWIDE EFFORTS FOCUSED ON ADVANCING RACIAL AND EDUCATION EQUITY AND COVID-19 RESPONSE IN MASSACHUSETTS THROUGH THE WORK OF MASSACHUSETTS VOTER TABLE TWIN CITIES INNOVATION ALLIANCE 1041 JAMES AVE N MINNEAPOLIS MN 55411 821701598 10000 TO SUPPORT POLICE FREE SCHOOLS WORK IN MINNEAPOLIS AND SAINT PAUL, MINNESOTA UNITY COMMUNITY CENTER OF SOUTH JERSEY INC 1401 BAIRD BLVD CAMDEN NJ 08103 521666574 5000 TO SUPPORT CAMDEN PARENTS UNION'S COVID-19 RESPONSE WORK IN CAMDEN, NEW JERSEY VILLAGE OF WISDOM INC 600 E UMSTEAD ST DURHAM NC 27701 472060936 50000 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 50 WALNUT AVE REVERE MA 02151 043286531 20000 TO SUPPORT YOUTH ORGANIZING FOR EDUCATION JUSTICE AT THE STATE AND LOCAL LEVEL IN REVERE, MASSACHUSETTS THROUGH REVERE YOUTH IN ACTION'S WORK WOMEN'S FOUNDATION OF THE SOUTH 905 FERN STREET NEW ORLEANS LA 70118 843702899 5000 BOARD DISCRETIONARY GRANT WOMEN'S FOUNDATION OF THE SOUTH 905 FERN STREET NEW ORLEANS LA 70118 843702899 1500 PRESIDENT'S DISCRETIONARY GRANT WORCESTER INTERFAITH 111 PARK AVENUE WORCESTER MA 01609 043158699 40000 TO SUPPORT PARENT, STUDENT, COMMUNITY, AND LABOR PARTNERSHIPS TO ADVANCE EDUCATION EQUITY, POLICE REFORM AND COVID-19 EDUCATION PROGRAM IN WORCESTER, MASSACHUSETTS XAVIER UNIVERSITY LOUISIANA 1 DREXEL DR NEW ORLEANS LA 701251098 720635884 3000 PRESIDENT'S DISCRETIONARY GRANT YOUNG PEOPLE FOR PROGRESS 1705 E WEST HWY SILVER SPRING MD 209103055 844633531 10000 TO SUPPORT POLICE FREE SCHOOLS WORKS IN MONTGOMERY COUNTY, MARYLAND YOUTH TOGETHER INC 1714 FRANKLIN STREET 100-153 OAKLAND CA 94612 352201239 5000 TO SUPPORT COVID-19 RESPONSE WORK IN OAKLAND, CALIFORNIA X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 JOHN H JACKSON PRESIDENT AND CEO 360874 0 0 0 0 0 23200 0 24589 0 408663 0 0 0 EDGAR G VILLANUEVA SENIOR VP OF PROGRAMS AND 198931 0 0 0 0 0 15905 0 7797 0 222633 0 0 0 PART I, LINE 1A ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP. FORM 990, PART VI, SECTION 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. CAROLINE & SIGMUND SCHOTT FUND 675 MASSACHUSETTS AVENUE 8TH FL CAMBRIDGE MA 02139 112856561 PRIVE GRANTMAKING FOUNDATION DE 501(C)(3) PF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION 1 THE OPPORTUNITY TO LEARN ACTION FUND ONE MIFFLIN PLACE SUITE 400 CAMBRIDGE MA 02138 274836929 ADVOCACY ORGANIZATION - EDUCATIONAL DE 501(C)(4) N/A THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 CAROLINE & SIGMUND SCHOTT FUND C 4100000 CASH