2020-12-03T10:13:04-06:00 2020-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2019-07-01 260587238 THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC BARB 8505625300 516 NORTH ADAMS STREET TALLAHASSEE FL 32301 EVANGELINE FIELDS CFO 8505625300 2020-09-21 1 STACEY T KOLKA P01371120 8506688100 2019 2022-09-23 18:48:47Z BRITISH ROBINSON PO BOX 14380 WASHINGTON DC 20044 19552162 0 X WWW.BARBARABUSH.ORG X 2007 FL SEE SCHEDULE O 13 12 20 2224 0 0 2549964 1377455 28930 0 985321 1088533 192423 208067 3756638 2674055 133303 131300 0 0 2551631 2319123 0 0 1154756 1915973 3004557 4600907 5454980 -844269 -2780925 31986013 28624559 2292983 1212369 29693030 27412190 X THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. WORKS TOWARD AN AMERICA IN WHICH EVERYONE HAS THE OPPORTUNITY TO READ, WRITE, AND COMPREHEND IN ORDER TO NAVIGATE THE WORLD WITH DIGNITY. 0 0 833290 287040 NATIONAL SUMMIT ON ADULT LITERACY 542689 131300 525925 TEEN TRENDSETTERS 475404 168000 LITERACY PROGRAMS 2004053 2004053 3855436 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 20 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CT DC FL GA HI IL KS KY MD MA MI MN MS NV NH NJ NY NC OK OR PA SC TN UT VA WA WV WI WY X X EVANGELINE FIELDS 8505625300 516 NORTH ADAMS STREET TALLAHASSEE FL 32301 TRICIA REILLY KOCH DIRECTOR 1.00 X 0 0 0 PEGGY CONLON CHAIR 1.00 X X 0 0 0 LORI WACHS VICE CHAIR 1.00 X X 0 0 0 JEB BUSH JR DIRECTOR 1.00 X 0 0 0 JEAN BECKER SECRETARY 1.00 X X 0 0 0 GWYNN VIROSTEK DIRECTOR 1.00 X 0 0 0 GOVERNOR BOB WISE DIRECTOR 1.00 X 0 0 0 DOROTHY BUSH KOCH HONORARY CHAIR 1.00 X 0 0 0 DENINE TORR DIRECTOR 1.00 X 0 0 0 DAVID BERE' TREASURER 1.00 X X 0 0 0 CHRISTINE PINA DIRECTOR 1.00 X 0 0 0 CHRIS FRANGIONE DIRECTOR 1.00 X 0 0 0 BRITISH ROBINSON PRESIDENT/CEO 60.00 X X 364875 0 28870 EVANGELINE FIELDS CHIEF FINANCIAL OFFICER 40.00 X 256143 0 15183 ROOSEVELT ALEXANDER DIRECTOR OF ACCOUNTING 40.00 X 111203 0 9125 REBECCA DYER CHIEF MISSION OFFICER 40.00 X 176910 0 12303 LAUREN SPROULL SR. DIRECTOR, COMMUNICATIONS 40.00 X 121276 0 8805 DANA KAMMEL EXECUTIVE SERVICES/BOARD LIASION 40.00 X 117203 0 9725 FONDA ANDERSON FORMER CHIEF STRATEGY OFFICER 40.00 X 141250 0 3920 1288860 0 87931 7 1 1 0 THE DUFOUR COLLABORATIVE 1901 FT MEYERS DR STE 502 ARLINGTON VA 22209 EVENT PLANNER 498596 THE GLOVER PARK GROUP LLC 1055 F STREET NW 9TH FLOOR WASHINGTON DC 20004 STRATEGIC COMMUNICATIONS 449737 ARTEMIS WARD LLC 1121 5TH ST NW SUITE A WASHINGTON DC 20001 DIGITAL/SOCIAL MEDIA SPT. & WEB DESIGNER 336496 FATHOM INFORMATION DESIGN 300 CAMBRIDGE STREET 5TH FLOOR BOSTON MA 02114 RESEARCH CONSULTING 185000 INSIGHT POLICY RESEARCH INC 1901 N MOORE ST STE 1100 ARLINGTON VA 22209 RESEARCH CONSULTING 132149 6 300000 1077455 1377455 692051 692051 16692386 16295904 396482 396482 396482 790270 582203 208067 208067 2674055 0 0 1296600 X 131300 131300 813017 450229 91588 271200 1235251 684052 139154 412045 121428 67244 13679 40505 20294 11239 2286 6769 129133 71511 14547 43075 13821 5863 4566 3392 31542 13812 10787 6943 161840 143092 2309 16439 1607617 1421387 22939 163291 63912 56508 912 6492 89915 63322 12069 14524 3884 3434 55 395 296369 130911 100670 64788 175028 119265 10249 45514 262617 255563 7054 13709 6527 3264 3918 20377 8923 6969 4485 BOOKS AND MATERIALS 145319 143201 2118 DUES AND SUBSCRIPTIONS 82819 42705 5461 34653 OTHER EXPENSES 35788 25348 3284 7156 5454980 3855436 444788 1154756 631024 132354 1592757 300117 356284 225908 19671 125937 61085 38855 21198 22230 29296464 27818013 68615 0 31986013 28624559 572065 622619 1000000 150000 720918 439750 2292983 1212369 X 29402419 27412190 290611 0 29693030 27412190 31986013 28624559 -2780925 300085 200000 0 X 0 1 X 1 0 X 4462540 3086478 4410041 2549964 1377455 15886478 4462540 3086478 4410041 2549964 1377455 15886478 15886478 823086 768803 733273 752163 692051 3769376 19655854 0.80820 0.89830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5455380 5455380 422769 105692 0 0 795410 309496 309413 422769 1837088 2755632 22078 77374 77353 105692 282497 423746 198853 198853 61085 38855 22230 22230 X 3946911 300085 552408 582203 1434696 2512215 161840 161840 2674055 6427751 552408 582203 1134611 5293140 161840 161840 5454980 PART X, LINE 2: THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED JUNE 30, 2016 AND PRIOR. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 582,203. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 582,203. PART XI: RECONCILIATION OF REVENUE LINE 2D FOR TAX RETURN PURPOSES, FUNDRAISING EXPENSES ARE REPORTED ON THE STATEMENT OF REVENUES, PART VIII. HOWEVER, FOR AUDITED FINANCIAL STATEMENT PURPOSES, FUNDRAISING EXPENSES ARE REPORTED WITH EXPENSES. PART XII: RECONCILIATION OF EXPENSES LINE 2D FOR TAX RETURN PURPOSES, FUNDRAISING EXPENSES ARE REPORTED ON THE STATEMENT OF REVENUES, PART VIII. HOWEVER, FOR AUDITED FINANCIAL STATEMENT PURPOSES, FUNDRAISING EXPENSES ARE REPORTED WITH EXPENSES. X X X X X X X 0 BROUILLETTE BARRY FARMER & KORANDO LLC 927 THURSTON LANE GLEN BURNIE MD 21060 0 0 0 0 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY NATIONAL CELEBRATION OF READING 790270 790270 153080 87971 341152 790270 790270 153080 87971 341152 582203 208067 1 BROWARD EDUCATION FOUNDATION PO BOX 5408 FT LAUDERDALE FL 33310 592359433 501(C)(3) 21450 LITERACY COLLIER COUNTY PUBLIC SCHOOLS 5775 OSCEOLA TRAIL NAPLES FL 34109 596000557 GOV'T 5200 LITERACY GRAND PRAIRIE IND SCHOOL DISTRICT 2062 S BELTLINE ROAD GRAND PRAIRIE TX 75052 756001697 GOV'T 6500 LITERACY SCHOOL DISTRICT OF HILLSBOROUGH COUNTY 901 E KENNEDY BLVD TAMPA FL 33602 596000660 GOV'T 9100 LITERACY LEE COUNTY DISTRICT SCHOOLS 2855 COLONIAL BLVD FORT MYERS FL 33966 596000701 GOV'T 6500 LITERACY MISSION CONSOLIDATED ISD 1201 BRYCE DRIVE MISSION TX 78572 746001742 501(C)(3) 6500 LITERACY PASCO COUNTY SCHOOL DISTRICT 7227 LAND OLAKES BLVD LAND O LAKES FL 34638 596000792 GOV'T 5200 LITERACY POLK COUNTY SCHOOLS 1915 SOUTH FLORAL AVE BARTOW FL 33831 596000807 GOV'T 5200 LITERACY THE SCHOOL BOARD OF MIAMI DADE 1450 NE 2ND AVENUE RM 760 MIAMI FL 33132 596000572 GOV'T 20800 LITERACY 9 0 PART I, LINE 2: THESE GRANTS ARE PROVIDED TO SCHOOLS FOR THE TEEN TRENDSETTERS READING MENTORS PROGRAM WHERE TEEN-AGED STUDENTS (MENTORS) ARE PAIRED WITH ELEMENTARY SCHOOL STUDENTS (MENTEES). IN ORDER TO RECEIVE THE GRANT FUNDS THE SCHOOL AND THE PROGRAM ADVISORS HAVE TO FOLLOW THE PROGRAM GUIDELINES AND MAINTAIN AND REPORT PROGRESS AND FINAL RESULTS OF THE STUDENTS' SCORES. X X X X 1 0 0 0 0 0 0 0 0 BRITISH ROBINSON PRESIDENT/CEO 332375 0 32500 0 0 0 18200 0 10670 0 393745 0 0 0 EVANGELINE FIELDS CHIEF FINANCIAL OFFICER 169643 0 86500 0 0 0 14954 0 229 0 271326 0 0 0 ROOSEVELT ALEXANDER DIRECTOR OF ACCOUNTING 101457 0 9746 0 0 0 8896 0 229 0 120328 0 0 0 REBECCA DYER CHIEF MISSION OFFICER 141285 0 35625 0 0 0 12303 0 0 0 189213 0 0 0 LAUREN SPROULL SR. DIRECTOR, COMMUNICATIONS 97063 0 24213 0 0 0 8762 0 43 0 130081 0 0 0 DANA KAMMEL EXECUTIVE SERVICES/BOARD LIASION 106953 0 10250 0 0 0 9496 0 229 0 126928 0 0 0 FONDA ANDERSON FORMER CHIEF STRATEGY OFFICER 49000 0 92250 0 0 0 3920 0 0 0 145170 0 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. WORKS TOWARD AN AMERICA IN WHICH EVERYONE HAS THE OPPORTUNITY TO READ, WRITE, AND COMPREHEND IN ORDER TO NAVIGATE THE WORLD WITH DIGNITY. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: THE INAUGURAL NATIONAL SUMMIT ON ADULT LITERACY CONVENED MORE THAN 200 LITERACY EXPERTS AND PRACTITIONERS, EDUCATION RESEARCHERS, EDTECH INNOVATORS, PHILANTHROPIC LEADERS, AND INDUSTRY PARTNERS FOR AN IN-DEPTH, COLLABORATIVE ACTION PLANNING SESSION ON AMERICA'S ADULT LITERACY CRISIS. WE WERE JOINED BY SPECIAL GUESTS INCLUDING MSNBC ANCHOR ALI VELSHI, WHO SERVED AS OUR EMCEE, AND DR. CARLA HAYDEN, 14TH LIBRARIAN OF CONGRESS. THE DAY-LONG EVENT, HELD AT THE REACH AT THE KENNEDY CENTER, LAUNCHED AN ONGOING, COLLECTIVE MOVEMENT FOCUSED ON INNOVATION AND INVESTMENT IN THE FIELD OF ADULT AND FAMILY LITERACY. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: TEEN TRENDSETTERS IS AMONG THE BARBARA BUSH FOUNDATION'S LONGEST-RUNNING PROGRAMS. THE PROGRAM PAIRS TEEN MENTORS WITH ELEMENTARY SCHOOLERS WHO ARE READING SIX MONTHS OR MORE BELOW GRADE LEVEL, USING EVIDENCE-BASED STRATEGIES AND ACTIVITIES TO BUILD LITERACY SKILLS AND CONFIDENCE. SINCE ITS LAUNCH IN 2002, TEEN TRENDSETTERS HAS EVOLVED TO SERVE STRUGGLING ELEMENTARY SCHOOL READERS AND THEIR FAMILIES, LEVERAGING AN INNOVATIVE COMBINATION OF HIGH QUALITY CURRICULUM, RESEARCH-PROVEN MENTORING TECHNIQUES, AND PARENTAL ENGAGEMENT TO IMPROVE LITERACY SKILLS ACROSS MULTIPLE GENERATIONS. OUR IMPACT SINCE 2002: THE BARBARA BUSH FOUNDATION HAS SUPPORTED MORE THAN 1,600 TEEN TRENDSETTERS PROGRAMS IN 18 STATES, PROVIDING MORE THAN 513,000 BOOKS TO NEARLY 35,000 STRUGGLING READERS. OVER 37,000 MENTORS HAVE VOLUNTEERED MORE THAN 675,000 HOURS TO HELP THEIR MENTEES IMPROVE THEIR READING, WITH OUTSTANDING RESULTS. THE COST PER PARTICIPANT OVER THE LIFE OF THE PROGRAM IS $118 - APPROXIMATELY $12.68/HOUR OF MENTORING DELIVERED. OUR RESULTS OVERALL, MENTEES PROGRESS ONE GRADE LEVEL OR MORE IN READING AFTER SEVEN MONTHS IN THE TEEN TRENDSETTERS PROGRAM. THE INCREASE OF MORE THAN ONE GRADE LEVEL IN READING IS EVEN MORE SUBSTANTIAL, GIVEN THAT MENTEES BEGAN WELL BELOW GRADE LEVEL. THIS PROGRESS IS SIGNIFICANT BECAUSE MENTEES SHOWED 50% MORE GROWTH THAN WOULD BE EXPECTED FOR AN ON-GRADE OR ABOVE-GRADE READER DURING THIS TIME. A FIVE-YEAR META-ANALYSIS OF THE RESULTS OF THE TEEN TRENDSETTERS PROGRAM IN FLORIDA CONCLUDED THAT, IN CONJUNCTION WITH THEIR PARTICIPATION IN TEEN TRENDSETTERS, THESE STUDENTS BEGAN TO CLOSE THE GAP WITH THEIR PEERS. SPECIFICALLY, MENTEES SHOWED BETWEEN 18% AND 31% MORE GROWTH IN THEIR READING SKILLS THAN ONE WOULD EXPECT FOR THE AVERAGE STUDENT. THIS YEAR, WE HAVE ENHANCED THE PROGRAM TO SERVE ENTIRE FAMILIES, INCORPORATING RESOURCES AND NEW TECHNOLOGY THAT EQUIP PARENTS TO FULFILL THEIR ESSENTIAL ROLE AS-IN THE WORDS OF BARBARA BUSH-THEIR CHILD'S "FIRST AND BEST TEACHER." EACH BOOK THAT CHILDREN READ WITH THEIR TEEN MENTOR IS ADDED TO THEIR HOME LIBRARIES, ACCOMPANIED BY A PARENT GUIDE THAT ENGAGES CAREGIVERS BY PROVIDING LITERACY ACTIVITIES FOR HOME. AND, RECOGNIZING THAT MANY PARENTS AND CAREGIVERS MAY STRUGGLE WITH READING THEMSELVES, WE OFFER RESOURCES FOR THEM AS WELL. EACH PARENT GUIDE PROVIDES FREE ACCESS TO THE CELL-ED ADULT LITERACY APP FOR PARENTS WHO WISH TO IMPROVE THEIR OWN LITERACY SKILLS WITHOUT ATTENDING CLASSES. IN THE COMING MONTHS, WE LOOK FORWARD TO: CONTINUING TO ENHANCE THE PROGRAM'S RESOURCES TO FOSTER PARENT ENGAGEMENT AND ADULT LITERACY SKILL DEVELOPMENT IMPLEMENTING AN ONLINE VERSION OF THE PROGRAM TO REACH LEARNERS OUTSIDE OF TRADITIONAL SCHOOLS EXTENDING THE PROGRAM BEYOND THE ACADEMIC YEAR TO HELP STUDENTS KEEP PROGRESSING YEAR-ROUND EXPANDING THE POOL OF MENTORS TO VETTED, TRAINED VOLUNTEERS OF ALL AGES LAUNCHING AN ONLINE VERSION OF THE PROGRAM FOR ADULT LEARNERS TRANSLATING ALL PROGRAM MATERIALS INTO SPANISH AS WELL AS ENGLISH INCORPORATING VIRTUAL MEETING TOOLS FOR MENTORING LESSONS TO ENABLE REMOTE LEARNING FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: FORMER FIRST LADY BARBARA BUSH CHOSE LITERACY AS HER LIFE'S WORK BASED ON A SIMPLE, BUT POWERFUL BELIEF: "IF MORE PEOPLE COULD READ, WRITE, AND COMPREHEND, WE WOULD BE THAT MUCH CLOSER TO SOLVING SO MANY OF THE PROBLEMS PLAGUING OUR SOCIETY." SHE KNEW THAT LITERACY IS THE KEY TO A LIFE OF EQUITY, OPPORTUNITY, AND PROSPERITY FOR ALL AMERICANS. SINCE SHE ESTABLISHED THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY IN 1989, RESEARCH HAS PROVEN HER RIGHT, LINKING LITERACY TO SOME OF THE MOST PRESSING ISSUES OF OUR TIME. OVER THE PAST THREE DECADES, THE BARBARA BUSH FOUNDATION HAS PROVIDED MORE THAN $110 MILLION IN SUPPORT FOR FAMILY LITERACY PROGRAMS IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA, CHANGING THE LIVES OF COUNTLESS PARENTS AND CHILDREN. TODAY, WE REMAIN COMMITTED TO BARBARA BUSH'S VISION, WORKING TOWARD AN AMERICA IN WHICH ALL ADULTS HAVE THE OPPORTUNITY TO READ, WRITE, AND COMPREHEND IN ORDER TO NAVIGATE THE WORLD WITH DIGNITY. LOW LITERACY IS A SILENT AND ENDURING CRISIS IN OUR COUNTRY, PREVENTING 130 MILLION AMERICANS FROM FULLY ENGAGING IN OUR SOCIETY AS PARENTS, WORKERS, AND CITIZENS. ROUGHLY 54 PERCENT OF U.S. ADULTS AGED 16-74 LACK PROFICIENCY IN LITERACY, ESSENTIALLY READING BELOW A SIXTH GRADE LEVEL. LOW LITERACY LIES AT THE CORE OF THE MULTIGENERATIONAL CYCLES OF POVERTY, POOR HEALTH, AND LOW EDUCATIONAL ATTAINMENT THAT IMPACT OUR FAMILIES, COMMUNITIES, AND OUR NATION AS A WHOLE. THE BARBARA BUSH FOUNDATION IS DEDICATED TO BRIDGING THE ENORMOUS GAP BETWEEN AVAILABLE RESOURCES AND THE POPULATION IN NEED. THIS ISSUE IS LARGELY IGNORED, HISTORICALLY UNDERFUNDED, AND WOEFULLY UNDER-RESEARCHED, DESPITE BEING ONE OF THE GREAT SOLVABLE PROBLEMS OF OUR TIME. WE KNOW THAT THIS PROBLEM IS TOO LARGE FOR ANY ONE ORGANIZATION TO TACKLE ALONE. TO SOLVE IT, WE MUST BREAK DOWN SILOS TO GALVANIZE COLLECTIVE ACTION AND FILL RESEARCH GAPS TO FURTHER UNDERSCORE LITERACY'S IMPACT ON EQUITY, POVERTY, AND HEALTH-ULTIMATELY SHINING A LIGHT ON AMERICA'S SILENT CRISIS. WE ARE COMMITTED TO CREATING THE KNOWLEDGE AND EVIDENCE BASES THAT WE NEED TO MOVE THE NEEDLE ON LOW LITERACY. IT IS CRITICAL THAT WE "PUT A FACE" ON THE PROBLEM BY PINPOINTING THE PEOPLE AND PLACES THAT IT IMPACTS DIRECTLY, AS WELL AS THE RIPPLE EFFECTS THAT IT SENDS THROUGHOUT OUR SOCIETY. WE TAKE AN EVIDENCE-BASED APPROACH ON EVERY LEVEL-INVESTING IN ACADEMIC RESEARCH TO DOCUMENT THE CRISIS AND ITS IMPACTS, AND TO INFORM THE WORK OF PRACTITIONERS, AS WELL AS SUPPORTING PROGRAMS AND INITIATIVES THAT ARE GROUNDED IN THE SCIENCE OF READING AND EMPLOY AGE-APPROPRIATE ADULT LEARNING THEORY TO MAXIMIZE IMPACT. EVERY BARBARA BUSH FOUNDATION PROGRAM AND INITIATIVE UTILIZES EVIDENCE-BASED LEARNING THEORY, AND IS CONTINUALLY EVALUATED TO ASSESS IMPACT. OUR COMMITMENT TO MEASUREMENT AND ACCOUNTABILITY PROVIDES CRITICAL DATA THAT INFORMS NOT ONLY OUR WORK, BUT THE WORK OF THE ENTIRE FIELD, AND ENSURES BETTER OUTCOMES FOR THE FAMILIES AND COMMUNITIES WE SERVE. OUR RESULTS-DRIVEN SOLUTIONS INCLUDE: LITERACY GAP MAP: OUR LITERACY GAP MAP (MAP.BARBARABUSH.ORG) VISUALLY REPRESENTS THE RELATIONSHIP OF LITERACY TO HEALTH, INCOME, AND EDUCATION NATIONWIDE-LITERALLY PUTTING LOW LITERACY AND ITS DEVASTATING EFFECTS ON THE MAP AT A COUNTY-BY-COUNTY LEVEL TO INFORM RESOURCE DEVELOPMENT AND DECISION MAKING. THE MAP WAS RECENTLY UPDATED TO PROVIDE STATE- AND CITY-LEVEL DATA AS WELL. ECONOMIC STUDY: A FIRST-OF-ITS-KIND ECONOMIC STUDY COMMISSIONED BY THE BARBARA BUSH FOUNDATION RECENTLY ASSESSED THE ISSUE AT A MACROECONOMIC LEVEL. THIS ANALYSIS OF OUR LITERACY GAP MAP DATA, CONDUCTED BY GALLUP ECONOMISTS AND RELEASED VIA AN EXCLUSIVE IN FORBES, FOUND THAT THE U.S. COULD BE LOSING A STAGGERING $2.2 TRILLION IN GROSS DOMESTIC PRODUCT (GDP) DUE TO LOW ADULT LITERACY RATES. BARBARA BUSH FELLOWS: OUR BARBARA BUSH FELLOWS PROGRAM FUELS CRITICAL LITERACY RESEARCH. THESE TWO-YEAR GRANTS SUPPORT ACADEMIC RESEARCH THAT WILL HELP INCREASE LEARNING, ACCELERATE INNOVATION, AND INCUBATE THE MOST EFFECTIVE INITIATIVES, AS WELL AS EXPLORE THE MOST PRESSING QUESTIONS FACED BY LITERACY PRACTITIONERS TODAY. CURRICULUM AND PROGRAM DEVELOPMENT: USING OUR 30+ YEARS OF EXPERTISE IN ADULT AND FAMILY LITERACY, WE WORK WITH A VARIETY OF ORGANIZATIONS INCLUDING CORPORATIONS AND NONPROFITS ON CURRICULUM AND PROGRAM DEVELOPMENT, PROVIDING THEM WITH EVIDENCE-BASED TOOLS TO HELP MEET THE LITERACY NEEDS OF THEIR WORKFORCES AND THE COMMUNITIES THAT THEY SERVE. NATIONAL ACTION PLAN: IN OUR ROLE AS A THOUGHT LEADER AND CONVENER, WE ARE WORKING TO BUILD A NATIONAL MOVEMENT FOCUSED ON INNOVATION AND INVESTMENT IN THE FIELD OF ADULT AND FAMILY LITERACY. WE HAVE COMMISSIONED A CROSS-SECTOR TASK FORCE OF EXPERTS FROM BOTH INSIDE AND OUTSIDE OF THE LITERACY SPHERE TO CREATE A NATIONAL ACTION PLAN FOR ADULT LITERACY. FIVE EXPERT WORKING GROUPS IN THE AREAS OF REACH AND ACCESS, DATA, PROFESSIONAL DEVELOPMENT, CRIMINAL JUSTICE, AND RESEARCH ARE WORKING TO CREATE THIS PLAN, WHICH WILL LAY OUT A ROADMAP FOR NATIONWIDE ACTION OVER THE NEXT FIVE YEARS. THE PLAN WILL BE PRESENTED AT THE 2021 NATIONAL SUMMIT ON ADULT LITERACY, SETTING A BOLD AGENDA AIMED TO STRENGTHEN, SCALE, AND IMPROVE ACCESS TO LITERACY PROGRAMS FOR ADULT LEARNERS-VASTLY INCREASING OUR COLLECTIVE IMPACT ON THE MILLIONS OF ADULTS IN NEED. TECHNOLOGY AND INNOVATION: WE BELIEVE THAT TECHNOLOGY CAN HELP US MEET FAMILIES WHERE THEY ARE. WE ARE COMMITTED TO DEVELOPING AND SCALING SOLUTIONS THAT CAN REACH LEARNERS WHERE THEY LIVE, WORK, PLAY, AND PRAY, EXPANDING OPPORTUNITIES FOR LEARNING BEYOND THE TRADITIONAL CLASSROOM. IN 2015, THE BARBARA BUSH FOUNDATION MADE HISTORY BY INCENTIVIZING THE DEVELOPMENT OF MOBILE APPS TO HELP ADULTS LEARN TO READ ANYTIME, ANYWHERE. NOW, WE ARE WORKING TO PUT THESE GROUNDBREAKING APPS INTO THE HANDS OF LEARNERS NATIONWIDE. WE HAVE INCORPORATED AN AWARD-WINNING ADULT LITERACY APP INTO OUR LITERACY PROGRAMS, AND WE SERVE AS FOUNDING PARTNER IN A NATIONAL INITIATIVE AIMED AT DISTRIBUTING THE APP TO ONE MILLION ADULTS IN THE NEXT YEAR. TO GUIDE AND ACCELERATE OUR TECHNOLOGY-FOCUSED EFFORTS, WE HAVE ENLISTED THE EXPERTISE OF OUR TECHNOLOGY ADVISORY COUNCIL. THIS GROUP-COMPRISED OF SILICON VALLEY LEADERS, VENTURE CAPITALISTS, INDUSTRY TRAILBLAZERS, AND SOME OF THE NATION'S TOP PHILANTHROPIES-PROVIDES CRITICAL INPUT THAT WILL SHAPE NOT ONLY OUR WORK, BUT THE TRAJECTORY OF THE ENTIRE ADULT LITERACY FIELD IN THE YEARS TO COME. COVID-19 RELIEF: AMID THE COVID-19 CRISIS, WE HAVE CHANNELED OUR 30+ YEARS OF EXPERTISE IN FAMILY LITERACY INTO SUPPORTING AMERICA'S LOW-LITERATE FAMILIES, WHO HAVE BEEN AMONG THE HARDEST HIT. WE WERE PLEASED TO BE RECOGNIZED BY BOTH FORBES AND FORTUNE FOR THE AT-HOME ONLINE LEARNING TOOLKITS WE CREATED TO HELP STUDENTS OF ALL AGES NAVIGATE THESE CHALLENGING TIMES. IN THE MONTHS TO COME, WE PLAN TO PLAY AN IMPORTANT ROLE IN OUR NATION'S EDUCATIONAL RECOVERY PLAN BY PROVIDING NEW RESOURCES TO SUPPORT PARENTS AND EDUCATORS. FORM 990, PART VI, SECTION A, LINE 2 DORO BUSH KOCH AND TRICIA REILLY KOCH ARE RELATED AND HAVE A BUSINESS RELATIONSHIP. JEB BUSH, JR AND DORO BUSH KOCH ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE APPROVED BY THE AUDIT COMMITTEE TO PRESENT TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BEFORE ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERING MANAGEMENT STAFF AND BOARD MEMBERS IS REVIEWED AND REVISED AS REVISIONS ARE CONSIDERED NECESSARY BY THE CEO. ANNUALLY THE MANAGEMENT STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A CONFLICT OF INTEREST FORM. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTIONS DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE BARBARA BUSH FOUNDATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES AND OTHER COMPENSATION OF ALL OFFICERS AND AGENTS OF THE CORPORATION (ACTING IN SUCH CAPACITIES) SHALL BE DECIDED BY THE BOARD OF DIRECTORS OR A DULY AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION DECISIONS MADE BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF SHALL REQUIRE THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS THEN MEMBERS OF THE BOARD OF DIRECTORS OR SUCH COMMITTEE. THE PRESIDENT/CEO SHALL BE NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS AND SERVE UNTIL HIS OR HER RESIGNATION, REMOVAL, DISQUALIFICATION OR DEATH AND UNTIL HIS OR HER SUCCESSOR IS APPOINTED. THE PRESIDENT/CEO WILL BE EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE IN COORDINATION WITH AN OUTSIDE PERFORMANCE EVALUATION EXPERT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE FLORIDA DEPARTMENT OF AGRICULTURE & CONSUMER SERVICES. FORM 990, PART I, LINE 6, VOLUNTEERS: THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC IS A PUBLIC CHARITY FOUNDED BY FORMER FIRST LADY BARBARA BUSH. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH THEIR PHILANTHROPIC EFFORTS. DOROTHY BUSH KOCH IS HONORARY CHAIR AND SERVES AS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. DOROTHY'S SISTER-IN-LAW, TRICIA REILLY KOCH, AND NEPHEW, JEB BUSH, JR., ARE ALSO VOLUNTEER MEMBERS OF THE BOARD OF DIRECTORS. BUSH FAMILY MEMBERS WHO LEND THEIR NAMES AND VALUABLE TIME AS VOLUNTEERS, PARTICULARLY TO SUPPORT THE FOUNDATION'S CELEBRATION OF READING EVENTS, INCLUDE PRESIDENT GEORGE W. AND LAURA BUSH, GOVERNOR JEB AND COLUMBA BUSH, MARVIN AND MARGARET BUSH, NEIL AND MARIA BUSH, DORO AND BOBBY KOCH, ALEXANDER ANDREWS, PACE ANDREWS, THE HONORABLE GEORGE P. AND AMANDA BUSH, MARSHALL BUSH, NOELLE BUSH, SARABETH AND PIERCE BUSH, WALKER BUSH, SANDRA AND JEB BUSH, JR., BARBARA BUSH AND CRAIG COYNE, ELIZABETH ANDREWS, JENNA BUSH HAGER AND HENRY HAGER, GIGI KOCH, ROBERT KOCH, LAUREN BUSH LAUREN AND DAVID LAUREN, LEE AND SAM LEBLOND, ASHLEY BUSH AND JULIAN LEFEVRE, AND ELLIE AND NICK SOSA. FORM 990, PART VI, SECTION A, LINE 8 THE EXECUTIVE COMMITTEE WHICH SHALL THE CONSIST OF THE CHAIR (WHO SHALL BE THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE), THE HONORARY CHAIR (IF APPLICABLE), THE VICE CHAIR, THE OFFICERS OF THE BOARD OF DIRECTORS, THE PRESIDENT/CEO, AND SUCH ADDITIONAL DIRECTORS AS MAY BE APPOINTED BY THE CHAIR AND APPROVED BY THE BOARD OF DIRECTORS. AT LEAST A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF ITS BUSINESS. THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST TWO (2) TIMES PER YEAR AND ITS MEMBERS SHALL SERVE A TERM OF TWO (2) YEARS. THE EXECUTIVE COMMITTEE SHALL FORMULATE, SUPERVISE AND IMPLEMENT THE POLICIES OF THE CORPORATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS AND BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS AND WHILE THE BOARD OF DIRECTORS IS NOT IN SESSION, AND SHALL HAVE ALL THE POWERS AND EXERCISE ALL THE DUTIES OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION, EXCEPT THOSE ENUMERATED IN THE BYLAWS. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICE: PROGRAM SERVICE EXPENSES 1,421,387. MANAGEMENT AND GENERAL EXPENSES 22,939. FUNDRAISING EXPENSES 163,291. TOTAL EXPENSES 1,607,617.