STRATEGY STUDIO / PUBLIC DATA EXPLORER

NATIONAL ACADEMY OF EDUCATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ACADEMY OF EDUCATION (EIN 77-0415802)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-03
IRS object ID
201802159349100000
Schema version
2017v2.3
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)
Return2018-08-03T06:55:47-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-07-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY CAPORALEPreparerPersonNm
PTINP00235685PTIN
Phone3019860600PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,558,327FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,810,570ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$34,158DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,158DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34,158DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,909NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,445GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$134,680OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$134,680OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$12,977,499TotalRevAndExpnssAmt
Total Net Invst Incm$34,158TotalNetInvstIncmAmt
Total Adj Net Incm$168,838TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$130,537CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$133,257CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$254,962OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$173,981OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$40,545PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$43,142PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$113,206AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$115,634AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$53,640OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,838OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$46,057OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,047TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$28,237TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$33,767OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$33,767OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$748,410TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$777,825TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$20,409PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$20,405PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$128,050OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$125,596OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,552,573TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,497,901TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,075,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,210,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,627,573TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,838TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,707,901TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,349,926ExcessRevenueOverExpensesAmt
Net Investment Income$29,320NetInvestmentIncomeAmt
Adjusted Net Income$168,838AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,491,414SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,175,185SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,175,185SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$14,719AcctRcvblAmt
Acct Rcvbl BOY$16,250AcctRcvblBOYAmt
Acct Rcvbl EOY$14,719AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$14,719AcctRcvblEOYFMVAmt
Grants Receivable BOY$4,229,177GrantsReceivableBOYAmt
Grants Receivable EOY$12,733,272GrantsReceivableEOYAmt
Grants Receivable EOYFMV$12,733,272GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$6,101PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,132PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,132PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$96,230USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,625USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$100,625USGovtObligationsEOYFMVAmt
Corporate Stock BOY$317,520CorporateStockBOYAmt
Corporate Stock EOY$382,603CorporateStockEOYAmt
Corporate Stock EOYFMV$382,603CorporateStockEOYFMVAmt
Corporate Bonds BOY$111,871CorporateBondsBOYAmt
Corporate Bonds EOY$117,037CorporateBondsEOYAmt
Corporate Bonds EOYFMV$117,037CorporateBondsEOYFMVAmt
Other Investments BOY$27,700OtherInvestmentsBOYAmt
Other Investments EOY$29,754OtherInvestmentsEOYAmt
Other Investments EOYFMV$29,754OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,296,263TotalAssetsBOYAmt
Total Assets EOY$15,558,327TotalAssetsEOYAmt
Total Assets EOYFMV$15,558,327TotalAssetsEOYFMVAmt
Accounts Payable BOY$143,074AccountsPayableBOYAmt
Accounts Payable EOY$119,121AccountsPayableEOYAmt
Other Liabilities BOY$1,854,726OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,727,451OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,997,800TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,846,572TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$701,635UnrestrictedBOYAmt
Unrestricted EOY$775,805UnrestrictedEOYAmt
Temporarily Restricted BOY$4,596,828TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$12,935,950TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,298,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,711,755TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,296,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,558,327TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,298,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,349,926ExcessRevenueOverExpensesAmt
Other Increases$63,366OtherIncreasesAmt
Subtotal$13,711,755SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,711,755TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DFA EMERGING MARKETSP2014-07-142017-02-06$7,015$7,873-$858-$858
RE EQUITY PORTFOLIO FDP2014-07-152017-02-06$3,636$4,084-$448-$448
DFA EMERGING MARKETS SOCIAL COREP2014-07-162017-02-06$4,794$5,397-$603-$603
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,909CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,794,567AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,721,907NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.019522DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,566,890AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,058,259NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.878921DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,187,288AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,257,586NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.411812DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,723,324AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,174,132NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.252603DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,630,490AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,058,535NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.277846DistributionYr5Rt
Total Distribution5.840704TotalDistributionRt
Average Distribution1.168141AverageDistributionRt
Net Vl Noncharitable Assets$3,689,867NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,310,285AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$293NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,310,578AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,707,901QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$293InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$293SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$293TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$682EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,282TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$989OverpaymentAmt
Applied To ES Tax$989AppliedToESTaxAmt
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

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
GLORIA LADSON-BILLINGS
500 FIFTH ST NWWASHINGTONDC20001PRESIDENT5.00$0$0$0
ADAM GAMORAN
500 FIFTH ST NWWASHINGTONDC20001VICE PRESIDENT1.00$0$0$0
ROBERT FLODEN
500 FIFTH ST NWWASHINGTONDC20001SECRETARY/TREASURER1.00$0$0$0
MARILYN COCHRAN-SMITH
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
HILDA BORKO
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
ANNEMARIE SULLIVAN PALINCSAR
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
HELEN LADD
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
MICHAEL FEUER
500 FIFTH ST NWWASHINGTONDC20001PAST-PRESIDENT1.00$0$0$0
SEAN REARDON
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
CAROL LEE
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
GREGORY WHITE
500 FIFTH ST NWWASHINGTONDC20001EXECUTIVE DIRECTOR40.00$103,679$26,858$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ABIGAIL BELL
500 FIFTH ST NWWASHINGTONDC20001PROGRAM OFFICER40.00$75,024$14,531$0
JACK BUSBEE
500 FIFTH ST NWWASHINGTONDC20001SENIOR PROGRAM OFFIC40.00$56,765$8,884$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$82,056CompensationAmt
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$2,757,242Expenses1Amt
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$1,598,396Expenses2Amt
Description3WORKSHOP SERIES ON METHODS AND POLICY USES OF INTERNATIONAL LARGE-SCALE ASSESSMENTS (ILSAS): WITH FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION (INSTITUTE OF EDUCATION SCIENCES/NATIONAL CENTER FOR EDUCATION STATISTICS), THE NAED HELD A PAIR OF WORKSHOPS ON THE METHODS AND POLICY USES OF ILSAS IN WASHINGTON, D.C.. THE FIRST WORKSHOP FOCUSED ON THE MORE TECHNICAL AND METHODOLOGICAL ISSUES RELATED TO THE DESIGN, ANALYSIS, AND REPORTING OF ILSAS. THE SECOND WORKSHOP MOVED INTO ASPECTS OF REPORTING AS WELL AS INTERPRETATION AND POLICY USES. A REPORT OF THE WORKSHOPS WAS DEVELOPED AND RELEASED IN 2018.Description3Txt
Expenses3$58,108Expenses3Amt
Description4REAPING THE REWARDS OF READING FOR UNDERSTANDING: WITH FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION [INSTITUTE OF EDUCATION SCIENCES (IES)], THE PURPOSE OF THIS PROJECT IS TO DEVELOP INSIGHTS AND IMPLICATIONS OF THE IES READING FOR UNDERSTANDING (RFU) INITIATIVE TO MAKE SURE THAT WHAT HAS BEEN LEARNED FROM THIS LARGE-SCALE FEDERAL RESEARCH INVESTMENT CONTINUES TO BENEFIT EDUCATION RESEARCH AND PRACTICE. THE GOALS OF THE PROJECT INCLUDE: (1) ARTICULATION OF FINDINGS AND COMMON THEMES ACROSS THE RFU PROJECTS TO CONTRIBUTE TO A FULL-RANGE VIEW OF READING DEVELOPMENT; (2) IDENTIFICATION OF OBSTACLES TO ON-TIME READING ACHIEVEMENT AS WELL AS FACTORS SUPPORTING SUCCESS; (3) EXAMINATION OF CROSS-PROJECT FINDINGS TO IDENTIFY AREAS OF AGREEMENT AND PRODUCTIVE TENSION; AND (4) IDENTIFICATION OF COMMON PRINCIPLES UNDERLYING INSTRUCTIONAL PROGRAMS.Description4Txt
Expenses4$44,033Expenses4Amt

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$592,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,131,180AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,260FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,746,058TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,746,058AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,689,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,493MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,707,901ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,707,901QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$293PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,707,608AdjustedQualifyingDistriAmt

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$168,838CurrentYearAmt
Year1$135,098Year1Amt
Year2$91,018Year2Amt
Year3$112,879Year3Amt
Total$507,833TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$143,512CurrentYearAmt
Year1$114,833Year1Amt
Year2$77,365Year2Amt
Year3$95,947Year3Amt
Total$431,658TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$4,707,901CurrentYearAmt
Year1$3,794,567Year1Amt
Year2$3,566,890Year2Amt
Year3$3,187,737Year3Amt
Total$15,257,095TotalAmt

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$4,707,901CurrentYearAmt
Year1$3,794,567Year1Amt
Year2$3,566,890Year2Amt
Year3$3,187,737Year3Amt
Total$15,257,095TotalAmt

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$122,995CurrentYearAmt
Year1$124,063Year1Amt
Year2$135,275Year2Amt
Year3$75,253Year3Amt
Total$457,586TotalAmt

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 UPTO 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 (121 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ADELMAN ELIZABETH
12 NEWBURY STREETSOMERVILLEMA02144N/AN/A2017 DISSERTATION FELLOW$13,750
AGGARWAL UJJU
547 LINCOLN PLACE 1DBROOKLYNNY11238N/AN/A2015 POSTDOCTORAL FELLOW$17,500
ATTEBERRY ALLISON
249 UCB SCHOOL OF EDUCATIONBOULDERCO80309N/AN/A2017 POSTDOCTORAL FELLOW$35,000
AULL LAURA
C201 TRIBBLE HALL GULLEY DRIVE WAKEWINSTON SALEMNC27109N/AN/A2016 POSTDOCTORAL FELLOW$35,000FOREST UNIVERSITY
BALDRIDGE BIANCA
211 EDUCATION BUILDING 1000 BASCOMMADISONWI53706N/AN/A2016 POSTDOCTORAL FELLOW$35,000MALL
BARR ANDREW
4601 TONBRIDGE DRCOLLEGE STATIONTX77845N/AN/A2017 POSTDOCTORAL FELLOW$35,000
BAUMGARTNER KABRIA
2612 CATHARINE STREET MAPHILADELPHIAPA19146N/AN/A2016 POSTDOCTORAL FELLOW$52,500
BELL JOHN
13 PARK ROADBELMONTMA02478N/AN/A2016 DISSERTATION FELLOW$13,750
BELLINO MICHELLE
610 EAST UNIVERSITY AVENUEANN ARBORMI48109N/AN/A2016 POSTDOCTORAL FELLOW$70,000
BIASI BARBARA
DEPARTMENT OF ECONOMICS 579 SERRASTANFORDCA94305N/AN/A2016 DISSERTATION FELLOW$13,750MALL
BISCHOFF KENDRA
338 URIS HALL/DEPARTMENT OFITHACANY14853N/AN/A2016 POSTDOCTORAL FELLOW$70,000SOCIOLOGY CORNELL UNIVERSITY
BOONSTRA KATHRYN
301 S LIVINGSTON ST APT 303MADISONWI53703N/AN/A2017 DISSERTATION FELLOW$13,750
BRITTON TOLANI
418 ELTON STREETBROOKLYNNY11208N/AN/A2016 DISSERTATION FELLOW$13,750
BUCAREY ALONSO
285 HARVARD STREET APT 301CAMBRIDGEMA02139N/AN/A2017 DISSERTATION FELLOW$27,500
BULLOCK ERIKA
225 NORTH MILLS STREETMADISONWI53706N/AN/A2017 POSTDOCTORAL FELLOW$35,000
BUCK BRANDON
64 VAN ZANT STREET UNIT BNORWALKCT06855N/AN/A2016 DISSERTATION FELLOW$13,750
BURT BRIAN
631 CRYSTAL STAMESIA50010N/AN/A2016 POSTDOCTORAL FELLOW$35,000
CERVANTES-SOON CLAUDIA
9604 BLUE CREEK LNAUSTINTX78758N/AN/A2017 POSTDOCTORAL FELLOW$35,000
CHAVARRIA KARINA
820 GRAMERCY PLACE APT 17LOS ANGELESCA90005N/AN/A2016 DISSERTATION FELLOW$13,750
CHMIELEWSKI ANNA
N/AN/A2017 POSTDOCTORAL FELLOW$35,000252 BLOOR STREET WEST ROOM 6-189TORONTOONTARIOCAM5S1V6
CHOUHY GABRIEL
201 GROSS ST APT 3PITTSBURGHPA15224N/AN/A2017 DISSERTATION FELLOW$13,750
CLAY KEVIN
11 SHETLAND LANEWILLINGBORONJ08046N/AN/A2017 DISSERTATION FELLOW$27,500
COHEN ELISHEVA
1204 DAYTON AVENUE UNIT BST PAULMN55104N/AN/A2017 DISSERTATION FELLOW$13,750
CONNER KIMBERLY
110 ALBANY DRIVECOLUMBIAMO65201N/AN/A2017 DISSERTATION FELLOW$13,750
CONWELL JORDAN
1209 W ARTHUER AVE APT 711CHICAGOIL60626N/AN/A2016 DISSERTATION FELLOW$13,750
DESAI SHIV
1 UNIVERSITY OF NEW MEXICO MSC05ALBUQUERQUENM87112N/AN/A2015 POSTDOCTORAL FELLOW$35,0003040
DESTLER KATHARINE
POLITICAL SCIENCE DEPARTMENTBELLINGHAMWA982259082N/AN/A2016 POSTDOCTORAL FELLOW$35,000WESTERN WASHINGTON UNIVERSITY WA
DILLINGHAM ALAN
SPRING HILL COLLEGE 4000 DAUPHINMOBILEAL36608N/AN/A2016 POSTDOCTORAL FELLOW$70,000STREET
ELLER CHRISTINA CIOCCA
100 MORNINGSIDE DRIVE APT 1MNEW YORKNY10027N/AN/A2017 DISSERTATION FELLOW$13,750
ELLIS JASON
N/AN/A2017 POSTDOCTORAL FELLOW$35,000UNIVERSITY OF BRITISH COLUMBIAVANCOUVERONTARIOCAV6K2B8
FLORES NELSON
3700 WALNUT STREETPHILADELPHIAPA19104N/AN/A2017 POSTDOCTORAL FELLOW$35,000
FREIDUS ALEXANDRA
225 PARK PLACE APT 4DBROOKLYNNY11238N/AN/A2017 DISSERTATION FELLOW$27,500
GALLO SARAH
200 RAMSEYER HALL 29 W WOODRUFF AVECOLUMBUSOH43210N/AN/A2016 POSTDOCTORAL FELLOW$70,000
GARCIA GINA
5907 POSVAR HALL 230 SOUTH BOUQUETPITTSBURGHPA15260N/AN/A2016 POSTDOCTORAL FELLOW$70,000STREET
GIBSON DOMINIC
5469 INGLESIDE AVE APT 3NCHICAGOIL60615N/AN/A2016 DISSERTATION FELLOW$13,750
GIST CONRA
203 PEABODY HALL UNIVERSITY OFFAYETTEVILLEAR72701N/AN/A2016 POSTDOCTORAL FELLOW$35,000ARKANSAS
GOLDSMITH WILLIAM
2322 ENGLEWOOD AVEDURHAMNC27705N/AN/A2017 DISSERTATION FELLOW$13,750
GOPALAN SANDILYA MAITHREYI
613 E 12TH STREETBLOOMINGTONIN47408N/AN/A2017 DISSERTATION FELLOW$13,750
GRAHAM ELIOT
5207 RAVENS CREST DRIVEPLAINSBORONJ08536N/AN/A2016 DISSERTATION FELLOW$13,750
HAMILTON TIKIA K
2629 WEST GREENLEAF 3CHICAGOIL60645N/AN/A2017 POSTDOCTORAL FELLOW$17,500
HAROUNI HOUMAN
48 JFK ST 11CAMBRIDGEMA02138N/AN/A2017 POSTDOCTORAL FELLOW$17,500
HART CASSANDRA
800 ACACIA LNDAVISCA95616N/AN/A2016 POSTDOCTORAL FELLOW$35,000
HARVEY RITA
4110 SPRUCE STREET APT 1APHILADELPHIAPA19104N/AN/A2016 DISSERTATION FELLOW$13,750
HAYIK RAWIA
N/AN/A2016 POSTDOCTORAL FELLOW$35,000POBOX 174EILABOUNEILABOUNIS16972
HENRY DAPHNE
826 KENNEBEC STREETPITTSBURGHPA15217N/AN/A2016 DISSERTATION FELLOW$13,750
HERBST DANIEL
PRINCETON ECONOMICS DEPARTMENTPRINCETONNJ08544N/AN/A2017 DISSERTATION FELLOW$13,750LOUIS A SIMPSON BUILDING
HEVEL MICHAEL
106 GRADUATE EDUCATION BUILDING THEFAYETTEVILLEAR72701N/AN/A2016 POSTDOCTORAL FELLOW$35,000UNIVERSITY OF ARKANSAS
HIGGS JENNIFER
2438 HILGARD AVENUEBERKELEYCA94709N/AN/A2016 DISSERTATION FELLOW$13,750
HINZE-PIFER REBECCA
5200 S ELLIS AVENUE 217CHICAGOIL60615N/AN/A2016 DISSERTATION FELLOW$13,750
HOPKINS MEGAN
1447 FELTON STREETSAN DIEGOCA92102N/AN/A2016 POSTDOCTORAL FELLOW$70,000
HORTON LAURA
908 E 61ST STREET APT 2CHICAGOIL60637N/AN/A2016 DISSERTATION FELLOW$13,750
HOUSTON DAVID
21 POLHEMUS PLACE APT 2RBROOKLYNNY11215N/AN/A2017 DISSERTATION FELLOW$13,750
JABBAR HURIYA
5102 LERALYNN ST CAAUSTINTX78751N/AN/A2016 POSTDOCTORAL FELLOW$35,000
JAQUETTE OZAN
UCLA GRADUATE SCHOOL OF EDUCATIONLOS ANGELESCA90095N/AN/A2017 POSTDOCTORAL FELLOW$35,000INFORMATION SCIENCES MOORE HALL 303
JOHNSON ALISHA
2954 WEST BELLE PLAINE AVENUE APT 3CHAMPAIGNIL60618N/AN/A2016 DISSERTATION FELLOW$13,750
JOHNSON ANTHONY
1319 TOUHY APT 1NCHICAGOIL60626N/AN/A2016 DISSERTATION FELLOW$13,750
JOHNSON KHALIL
12 ACADEMY ST APT 4CNEW HAVENCT06511N/AN/A2017 POSTDOCTORAL FELLOW$35,000
JOHNSON NICHOLAS
845 17TH STREETMANHATTAN BEACHCA90266N/AN/A2016 DISSERTATION FELLOW$13,750
KABAY SARAH
153 EDGECOMBE AVENUE APT E2NEW YORKNY10030N/AN/A2017 DISSERTATION FELLOW$13,750
KAIPER ANNA
4956 MORGAN AVENUE S APT 1MINNEAPOLISMN55419N/AN/A2017 DISSERTATION FELLOW$13,750
KLASIK DANIEL
12802 CAMELLIA DRIVESILVER SPRINGMD20906N/AN/A2016 POSTDOCTORAL FELLOW$35,000
LAFORTUNE JULIEN
2335 PROSPECT STBERKELEYCA94704N/AN/A2017 DISSERTATION FELLOW$13,750
LANOUETTE KATHRYN
1070 JACKSON STREET APT 719ALBANYCA94706N/AN/A2017 DISSERTATION FELLOW$13,750
LEFTY LAUREN
156 EAST ROADGLEN ELLYNIL60137N/AN/A2016 DISSERTATION FELLOW$27,500
LEVINE SARAH
523 CHANNING AVENUEPALO ALTOCA94301N/AN/A2016 POSTDOCTORAL FELLOW$35,000
LIN TZU-JUNG
145A RAMSEYER HALL 29 W WOODRUFFCOLUMBUSOH43210N/AN/A2016 POSTDOCTORAL FELLOW$35,000AVE
LIU JING
1540 OAK CREEK DRIVE 306PALO ALTOCA94304N/AN/A2017 DISSERTATION FELLOW$13,750
LOUIE NICOLE
UTEP COLLEGE OF EDUCATION EDUCATIONEL PASOTX79968N/AN/A2017 POSTDOCTORAL FELLOW$35,000BUILDING 603
LOWRIE IAN
12410 W LITTLE YORK ROAD APT 1425HOUSTONTX77041N/AN/A2016 DISSERTATION FELLOW$13,750
MACKALL ABENA SUBIRA
519 CABOT MAIL CENTERCAMBRIDGEMA02138N/AN/A2017 DISSERTATION FELLOW$13,750
MAJEE UPENYU
901 EAGLE HEIGHTS APT AMADISONWI53705N/AN/A2017 DISSERTATION FELLOW$13,750
MCWILLIAMS JULIA
625 FOREST AVENUEHAVERTOWNPA19083N/AN/A2016 DISSERTATION FELLOW$13,750
MCQUILLAN MOLLIE
704 REBA PLACE 301EVANSTONIL60202N/AN/A2017 DISSERTATION FELLOW$13,750
MEANS DARRIS
402 ADERHOLD HALLATHENSGA30602N/AN/A2017 POSTDOCTORAL FELLOW$35,000
MILLER SARAH
442 47TH STREET APT 2BROOKLYNNY11220N/AN/A2016 DISSERTATION FELLOW$13,750
MOELLER KATHRYN
217 EDUCATION BUILDING 1000 BASCOMMADISONWI53706N/AN/A2017 POSTDOCTORAL FELLOW$35,000MALL
MOUNTJOY JACK
1235 S PRAIRIE AVE APT 3206CHICAGOIL60605N/AN/A2017 DISSERTATION FELLOW$27,500
NELSON JOSEPH
501 WEST 113TH STREET APT 504NEW YORKNY10025N/AN/A2015 POSTDOCTORAL FELLOW$17,500
NICHOLS PHILIP
3657 WINDRIDGE DRIVEDOYLESTOWNPA18902N/AN/A2017 DISSERTATION FELLOW$13,750
NIX SAMANTHA
3888 GAFFNEY LOOPTALLAHASSEEFL32303N/AN/A2016 DISSERTATION FELLOW$27,500
OWENS ANN
851 DOWNEY WAY HSH 204LOS ANGELESCA90089N/AN/A2016 POSTDOCTORAL FELLOW$35,000
OWENS JAYANTI
103B BAYARD LANEPRINCETONNJ08540N/AN/A2017 POSTDOCTORAL FELLOW$17,500
PANORKOU NICOLE
1 NORMAL AVENUE RI 2017MONTCLAIRNJ07030N/AN/A2017 POSTDOCTORAL FELLOW$35,000
PAPAY JOHN
BROWN UNIVERSITY EDUCATIONPROVIDENCERI02912N/AN/A2016 POSTDOCTORAL FELLOW$35,000DEPARTMENT 340 BROOK STREET BOX 193
PARK JIE
4 WYAMN STREET 1LWORCESTERMA01610N/AN/A2016 POSTDOCTORAL FELLOW$35,000
PINKSTON CAROLINE
3213 PAISANO TRAILAUSTINTX78745N/AN/A2017 DISSERTATION FELLOW$13,750
POZA LUIS
2048 VINE STREETDENVERCO80205N/AN/A2017 POSTDOCTORAL FELLOW$35,000
QUADLIN NATASHA
WELLS LIBRARY 1320 E 10TH ST ROOMBLOOMINGTONIN47405N/AN/A2016 DISSERTATION FELLOW$13,750E546
QIN XU
144 N DITHRIDGE ST APT 510PITTSBURGHPA15213N/AN/A2017 DISSERTATION FELLOW$27,500
QUINN JOHANNA
4260 BROADWAY APT 300NEW YORKNY10033N/AN/A2016 DISSERTATION FELLOW$13,750
RAUSCHER EMILY
4532 GROVE DRIVELAWRENCEKS66049N/AN/A2017 POSTDOCTORAL FELLOW$35,000
REICHERT FRANK
N/AN/A2016 POSTDOCTORAL FELLOW$35,000POK FU LAM ROADPOKFULAMPOKFULAMHK
RODRIGUEZ GABRIEL
3128 N GEORGE STFRANKLIN PARKIL60131N/AN/A2017 DISSERTATION FELLOW$13,750
RODRIGUEZ LUIS
700 CHURCH STREET APT 206NASHVILLETN37203N/AN/A2017 DISSERTATION FELLOW$13,750
ROSE DEONDRA
201 SCIENCE DRIVE SB 226 BOX 90245DURHAMNC27708N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SANCHEZ NYDIA
1155 UNION CIRCLE 309988DENTONTX762035017N/AN/A2016 DISSERTATION FELLOW$13,750
SANDELSON JASMIN
200 ATLANTIC AVENUE APT 5CBROOKLYNNY11201N/AN/A2017 DISSERTATION FELLOW$13,750
SANDERS CRYSTAL
229 GHANER DRIVESTATE COLLEGEPA16803N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SCHUMAKER KATHRYN
525 DAKOTA STREETNORMANOK73069N/AN/A2016 POSTDOCTORAL FELLOW$35,000
SHAH NIRAL
2260 WOLVERHAMPTON COURTANN ARBORMI48105N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SILVER RACHEL
379 WASHINGTON AVENUE APT 3BBROOKLYNNY11238N/AN/A2017 DISSERTATION FELLOW$27,500
SMITH BLAINE
12870 N WESTMINSTER DRIVEORO VALLEYAZ85755N/AN/A2016 POSTDOCTORAL FELLOW$70,000
SOARES LEIGH
1617 W FARGO AVE APT 2NCHICAGOIL60626N/AN/A2017 DISSERTATION FELLOW$13,750
SOSA HERBERT
1025 REYNOLDS RD V5JOHNSON CITYNY13790N/AN/A2015 POSTDOCTORAL FELLOW$17,500
STEINBERG MATTHEW
3700 WALNUT STREET CHPHILADELPHIAPA19104N/AN/A2016 POSTDOCTORAL FELLOW$35,000
STICH AMY
2179 SYCAMORE RD UNIT 207DEKALBIL60115N/AN/A2016 POSTDOCTORAL FELLOW$35,000
STORNAIUOLO AMY
3700 WALNUT STREETPHILADELPHIAPA19104N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SUREZ SARAH
1110 W 25TH STREET APT 301MINNEAPOLISMN55405N/AN/A2017 DISSERTATION FELLOW$13,750
TACHINE AMANDA
43338 W ARIZONA AVEMARICOPAAZ85138N/AN/A2017 POSTDOCTORAL FELLOW$35,000
TODD-BRELAND ELIZABETH
4926 S DREXEL BLVD UNIT ECHICAGOIL60615N/AN/A2016 POSTDOCTORAL FELLOW$35,000
TURNER ERICA
461 N FEW STREETMADISONWI53703N/AN/A2017 POSTDOCTORAL FELLOW$35,000
VELA PATRICIA
668 HOME AVENUEATLANTAGA30312N/AN/A2016 DISSERTATION FELLOW$13,750
VIANO SAMANTHA
1718 HANOVER ROAD UNIT BNASHVILLETN37216N/AN/A2017 DISSERTATION FELLOW$13,750
VOSSOUGHI SHIRIN
6433 N NEWGARD AVENUE UNIT 2NCHICAGOIL60626N/AN/A2016 POSTDOCTORAL FELLOW$35,000
WEISBURST EMILY
2225 SPEEDWAY BRB STOP C3100AUSTINTX78712N/AN/A2016 DISSERTATION FELLOW$13,750
WEIXLER LINDSAY
1420 CAMBRONNE STREETNEW ORLEANSLA70118N/AN/A2017 POSTDOCTORAL FELLOW$35,000
WILEY KATHRYN
1101 MONROE DRIVE UNIT BBOULDERCO80303N/AN/A2016 DISSERTATION FELLOW$13,750
WRIGHT LINDSAY
55 SAVILLE STREETCAMBRIDGEMA02138N/AN/A2017 DISSERTATION FELLOW$13,750
ZHANG CHENYI
GEORGIA STATE UNIVERSITYATLANTAGA30302N/AN/A2016 POSTDOCTORAL FELLOW$35,000
ZHANG DAKE
10 SEMINARY PLACE ROOM 312NEW BRUNSWICKNJ08901N/AN/A2016 POSTDOCTORAL FELLOW$35,000
QATO MEZNA
N/AN/A2017 POSTDOCTORAL FELLOW$17,500KINGS COLLEGECAMBRIDGECB2 1STUK
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,210,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ADELMAN ELIZABETH
12 NEWBURY STREETSOMERVILLEMA02144N/AN/A2017 DISSERTATION FELLOW$13,750
ATTEBERRY ALLISON
249 UCB SCHOOL OF EDUCATIONBOULDERCO80309N/AN/A2017 POSTDOCTORAL FELLOW$35,000
BARR ANDREW
4601 TONBRIDGE DRCOLLEGE STATIONTX77845N/AN/A2017 POSTDOCTORAL FELLOW$35,000
BISCHOF CHRISTOPHER
9307 WISHART ROADRICHMONDVA23229N/AN/A2017 POSTDOCTORAL FELLOW$70,000
BOONSTRA KATHRYN
301 S LIVINGSTON ST APT 303MADISONWI53703N/AN/A2017 DISSERTATION FELLOW$13,750
BULLOCK ERIKA
225 NORTH MILLS STREETMADISONWI53706N/AN/A2017 POSTDOCTORAL FELLOW$35,000
CERVANTES-SOON CLAUDIA
9604 BLUE CREEK LNAUSTINTX78758N/AN/A2017 POSTDOCTORAL FELLOW$35,000
CHMIELEWSKI ANNA
N/AN/A2017 POSTDOCTORAL FELLOW$35,000252 BLOOR STREET WEST ROOM 6-189TORONTOONTARIOCAM5S1V6
CHOUHY GABRIEL
201 GROSS ST APT 3PITTSBURGHPA15224N/AN/A2017 DISSERTATION FELLOW$13,750
COHEN ELISHEVA
1204 DAYTON AVENUE UNIT BST PAULMN55104N/AN/A2017 DISSERTATION FELLOW$13,750
CONNER KIMBERLY
110 ALBANY DRIVECOLUMBIAMO65201N/AN/A2017 DISSERTATION FELLOW$13,750
ELLER CHRISTINA CIOCCA
100 MORNINGSIDE DRIVE APT 1MNEW YORKNY10027N/AN/A2017 DISSERTATION FELLOW$13,750
ELLIS JASON
N/AN/A2017 POSTDOCTORAL FELLOW$35,000UNIVERSITY OF BRITISH COLUMBIAVANCOUVERONTARIOCAV6K2B8
FELLER AVI
2607 HEARST AVENUEBERKELEYCA94720N/AN/A2017 POSTDOCTORAL FELLOW$70,000
FLORES NELSON
3700 WALNUT STREETPHILADELPHIAPA19104N/AN/A2017 POSTDOCTORAL FELLOW$35,000
GOLDSMITH WILLIAM
2322 ENGLEWOOD AVEDURHAMNC27705N/AN/A2017 DISSERTATION FELLOW$13,750
GOPALAN SANDILYA MAITHREYI
613 E 12TH STREETBLOOMINGTONIN47408N/AN/A2017 DISSERTATION FELLOW$13,750
HAMILTON TIKIA K
2629 WEST GREENLEAF 3CHICAGOIL60645N/AN/A2017 POSTDOCTORAL FELLOW$52,500
HAROUNI HOUMAN
48 JFK ST 11CAMBRIDGEMA02138N/AN/A2017 POSTDOCTORAL FELLOW$52,500
HERBST DANIEL
PRINCETON ECONOMICS DEPARTMENTPRINCETONNJ08544N/AN/A2017 DISSERTATION FELLOW$13,750LOUIS A SIMPSON BUILDING
HOUSTON DAVID
21 POLHEMUS PLACE APT 2RBROOKLYNNY11215N/AN/A2017 DISSERTATION FELLOW$13,750
JAQUETTE OZAN
UCLA GRADUATE SCHOOL OF EDUCATIONLOS ANGELESCA90095N/AN/A2017 POSTDOCTORAL FELLOW$35,000INFORMATION SCIENCES MOORE HALL 303
JOHNSON KHALIL
12 ACADEMY ST APT 4CNEW HAVENCT06511N/AN/A2017 POSTDOCTORAL FELLOW$35,000
KABAY SARAH
153 EDGECOMBE AVENUE APT E2NEW YORKNY10030N/AN/A2017 DISSERTATION FELLOW$13,750
KAIPER ANNA
4956 MORGAN AVENUE S APT 1MINNEAPOLISMN55419N/AN/A2017 DISSERTATION FELLOW$13,750
LAFORTUNE JULIEN
2335 PROSPECT STBERKELEYCA94704N/AN/A2017 DISSERTATION FELLOW$13,750
LANOUETTE KATHRYN
1070 JACKSON STREET APT 719ALBANYCA94706N/AN/A2017 DISSERTATION FELLOW$13,750
LIU JING
1540 OAK CREEK DRIVE 306PALO ALTOCA94304N/AN/A2017 DISSERTATION FELLOW$13,750
LOUIE NICOLE
UTEP COLLEGE OF EDUCATION EDUCATIONEL PASOTX79968N/AN/A2017 POSTDOCTORAL FELLOW$35,000BUILDING 603
MACKALL ABENA SUBIRA
519 CABOT MAIL CENTERCAMBRIDGEMA02138N/AN/A2017 DISSERTATION FELLOW$13,750
MAJEE UPENYU
901 EAGLE HEIGHTS APT AMADISONWI53705N/AN/A2017 DISSERTATION FELLOW$13,750
MCQUILLAN MOLLIE
704 REBA PLACE 301EVANSTONIL60202N/AN/A2017 DISSERTATION FELLOW$13,750
MEANS DARRIS
402 ADERHOLD HALLATHENSGA30602N/AN/A2017 POSTDOCTORAL FELLOW$35,000
MOELLER KATHRYN
217 EDUCATION BUILDING 1000 BASCOMMADISONWI53706N/AN/A2017 POSTDOCTORAL FELLOW$35,000MALL
NICHOLS PHILIP
3657 WINDRIDGE DRIVEDOYLESTOWNPA18902N/AN/A2017 DISSERTATION FELLOW$13,750
OWENS JAYANTI
103B BAYARD LANEPRINCETONNJ08540N/AN/A2017 POSTDOCTORAL FELLOW$52,500
PAGE LINDSAY
5918 WWPH 230 SOUTH BOUQUET STREETPITTSBURGHPA15260N/AN/A2017 POSTDOCTORAL FELLOW$70,000
PANORKOU NICOLE
1 NORMAL AVENUE RI 2017MONTCLAIRNJ07030N/AN/A2017 POSTDOCTORAL FELLOW$35,000
PAPAY JOHN
BROWN UNIVERSITY EDUCATIONPROVIDENCERI02912N/AN/A2016 POSTDOCTORAL FELLOW$17,500DEPARTMENT 340 BROOK STREET BOX 193
PAULSON DAVID
64 SUNSET DRIVESHELTONCT06484N/AN/A2017 DISSERTATION FELLOW$27,500
PILKAUSKAS NATASHA
735 S STATE STREETANN ARBORMI48109N/AN/A2017 POSTDOCTORAL FELLOW$70,000
PINKSTON CAROLINE
3213 PAISANO TRAILAUSTINTX78745N/AN/A2017 DISSERTATION FELLOW$13,750
POZA LUIS
2048 VINE STREETDENVERCO80205N/AN/A2017 POSTDOCTORAL FELLOW$35,000
RAUSCHER EMILY
4532 GROVE DRIVELAWRENCEKS66049N/AN/A2017 POSTDOCTORAL FELLOW$35,000
RODRIGUEZ GABRIEL
3128 N GEORGE STFRANKLIN PARKIL60131N/AN/A2017 DISSERTATION FELLOW$13,750
RODRIGUEZ LUIS
700 CHURCH STREET APT 206NASHVILLETN37203N/AN/A2017 DISSERTATION FELLOW$13,750
ROSE DEONDRA
201 SCIENCE DRIVE SB 226 BOX 90245DURHAMNC27708N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SANDELSON JASMIN
200 ATLANTIC AVENUE APT 5CBROOKLYNNY11201N/AN/A2017 DISSERTATION FELLOW$13,750
SANDERS CRYSTAL
229 GHANER DRIVESTATE COLLEGEPA16803N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SHAH NIRAL
2260 WOLVERHAMPTON COURTANN ARBORMI48105N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SOARES LEIGH
1617 W FARGO AVE APT 2NCHICAGOIL60626N/AN/A2017 DISSERTATION FELLOW$13,750
STORNAIUOLO AMY
3700 WALNUT STREETPHILADELPHIAPA19104N/AN/A2017 POSTDOCTORAL FELLOW$35,000
SUREZ SARAH
1110 W 25TH STREET APT 301MINNEAPOLISMN55405N/AN/A2017 DISSERTATION FELLOW$13,750
TACHINE AMANDA
43338 W ARIZONA AVEMARICOPAAZ85138N/AN/A2017 POSTDOCTORAL FELLOW$35,000
TURNER ERICA
461 N FEW STREETMADISONWI53703N/AN/A2017 POSTDOCTORAL FELLOW$35,000
VIANO SAMANTHA
1718 HANOVER ROAD UNIT BNASHVILLETN37216N/AN/A2017 DISSERTATION FELLOW$13,750
WEIXLER LINDSAY
1420 CAMBRONNE STREETNEW ORLEANSLA70118N/AN/A2017 POSTDOCTORAL FELLOW$35,000
WRIGHT LINDSAY
55 SAVILLE STREETCAMBRIDGEMA02138N/AN/A2017 DISSERTATION FELLOW$13,750
YE XIAOYANG
610 E UNIVERSITY AVENUE ROOM 2117ANN ARBORMI481091259N/AN/A2017 DISSERTATION FELLOW$27,500
QATO MEZNA
N/AN/A2017 POSTDOCTORAL FELLOW$52,500KINGS COLLEGECAMBRIDGECB2 1STUK
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,703,750TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$108,188RelatedOrExemptFunctionIncmAmt

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$24,475RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,158ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$1,909ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPUBLICATION SALESDesc
Exclusion15ExclusionCd
Exclusion$2,017ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,266ExclusionAmt
Related Or Exempt Function Incm$132,663RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,929TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1GDEPARTMENT OF EDUCATION FUNDED PROJECTS ON INTERNATIONAL LARGE-SCALE ASSESSMENT AND READING FOR UNDERSTANDING.
2MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS, RECEIVE PUBLICATIONS, AND PARTICIPATE IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPENCER FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1625 N MICHIGAN AVENUE STE 1600AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,709,700TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$113,206Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$115,634DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PAX WORLD HIGH YIELD BOND FUND$26,497$26,497
VANGUARD BD INDEX$27,527$27,527
USAA SHORT-TERM BOND FUND$29,332$29,332
TIAA-CREF SOCIAL CHOICE BOND FUND$33,681$33,681

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COHEN & STEERS REALTY INCOME$19,491$19,491
DFA US SOCIAL CORE EQUITY$47,166$47,166
PARNASSUS EQUITY INCOME$39,070$39,070
DFA EMERGING MKS$28,136$28,136
DFA INTERNATIONAL SOCIAL CORE EQUITY$64,183$64,183
MFS INTERNATIONAL NEW DISCOVERY$33,341$33,341
CALVERT U.S. LARGE CAP CORE$34,354$34,354
ISHARES TR RUSSELL 2000 VALUE ETF$14,587$14,587
CALVERT EQUITY FUND CLASS I$38,742$38,742
CALVERT MID-CAP FUND CLASS I$21,128$21,128
DFA U.S. SUSTAINABILITY CORE$42,405$42,405

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$100,625USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$100,625USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CASH AND INSURED DEPOSITSFMV$6,685$6,685
PIMCO EMERGING LOCAL BOND FUND (FOREIGN BONDS)FMV$23,069$23,069

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$7,753$0$0$7,416
INFORMATION TECHNOLOGY$93,685$0$0$91,310
TELEPHONE$2,248$0$0$2,347
POSTAGE & SHIPPING$763$0$0$846
INSURANCE$6,648$0$0$6,648
BANK CHARGES$1,086$0$0$1,086
ADVERTISING$11,486$0$0$11,486
MISCELLANEOUS$3,083$0$0$3,159
DUES & SUBSCRIPTIONS$1,298$0$0$1,298

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PUBLICATION SALES$2,017$2,017
MEMBERSHIP DUES AND ASSESSMENTS$24,475$24,475
FEES FROM GOVERNMENT AGENCIES$108,188$108,188

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$63,366Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FELLOWSHIPS PAYABLE$1,851,250$1,703,750
UNSPENT GRANT LIABILITY$3,476$23,701

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL PROCESSING$4,168$0$0$4,168
PROGRAM CONSULTANT$44,634$0$0$37,051
INVESTMENT FEES$4,838$4,838$0$4,838

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$28,029$0$0$27,219
OTHER TAXES$1,018$0$0$1,018