STRATEGY STUDIO / PUBLIC DATA EXPLORER

NATIONAL ACADEMY OF EDUCATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ACADEMY OF EDUCATION (EIN 77-0415802)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-06
IRS object ID
201722799349100407
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-06T11:33:13-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-09-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY CAPORALEPreparerPersonNm
PTINP00235685PTIN
Phone3019860600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.31.200.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-26IPDt
IP Tm18:40:50IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAE496CEBCAABA562E51BD7D1B5623BC25AFC6DB2AtSubmissionCreationDeviceId
At Submission Filing Device IdAE496CEBCAABA562E51BD7D1B5623BC25AFC6DB2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,296,263FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$149,182ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$28,240DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,240DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,240DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$8,614NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$70,157GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,614CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$106,858OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$106,858OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$292,894TotalRevAndExpnssAmt
Total Net Invst Incm$36,854TotalNetInvstIncmAmt
Total Adj Net Incm$135,098TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$126,684CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$120,474CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$217,797OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$218,065OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$30,555PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$30,555PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$87,366AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$86,591AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,492OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,447OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$28,135OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,440TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$24,440TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$32,943OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$32,943OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$678,175TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$582,471TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$12,664PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$12,671PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$93,700OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$93,222OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,331,816TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,447TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,229,567TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,105,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,565,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,436,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,447TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,794,567TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,143,922ExcessRevenueOverExpensesAmt
Net Investment Income$32,407NetInvestmentIncomeAmt
Adjusted Net Income$135,098AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,842,337SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,491,414SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,491,414SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$16,250AcctRcvblAmt
Acct Rcvbl BOY$13,550AcctRcvblBOYAmt
Acct Rcvbl EOY$16,250AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$16,250AcctRcvblEOYFMVAmt
Grants Receivable BOY$8,404,934GrantsReceivableBOYAmt
Grants Receivable EOY$4,229,177GrantsReceivableEOYAmt
Grants Receivable EOYFMV$4,229,177GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$3,523PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,101PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,101PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$94,257USGovernmentObligationsBOYAmt
US Government Obligations EOY$96,230USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$96,230USGovtObligationsEOYFMVAmt
Corporate Stock BOY$287,298CorporateStockBOYAmt
Corporate Stock EOY$317,520CorporateStockEOYAmt
Corporate Stock EOYFMV$317,520CorporateStockEOYFMVAmt
Corporate Bonds BOY$109,888CorporateBondsBOYAmt
Corporate Bonds EOY$111,871CorporateBondsEOYAmt
Corporate Bonds EOYFMV$111,871CorporateBondsEOYFMVAmt
Other Investments BOY$26,575OtherInvestmentsBOYAmt
Other Investments EOY$27,700OtherInvestmentsEOYAmt
Other Investments EOYFMV$27,700OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,782,362TotalAssetsBOYAmt
Total Assets EOY$7,296,263TotalAssetsEOYAmt
Total Assets EOYFMV$7,296,263TotalAssetsEOYFMVAmt
Accounts Payable BOY$40,825AccountsPayableBOYAmt
Accounts Payable EOY$143,074AccountsPayableEOYAmt
Other Liabilities BOY$1,313,192OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,854,726OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,354,017TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,997,800TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$576,337UnrestrictedBOYAmt
Unrestricted EOY$701,635UnrestrictedEOYAmt
Temporarily Restricted BOY$8,852,008TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$4,596,828TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$9,428,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,298,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,782,362TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,296,263TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,428,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,143,922ExcessRevenueOverExpensesAmt
Other Increases$14,040OtherIncreasesAmt
Subtotal$5,298,463SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,298,463TotNetAstOrFundBalancesEOYAmt

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
CALVERT EQUITY PORTFP2013-02-202016-09-26$18,050$17,070$980$980
DELAWARE SMALL-CAPP2013-02-202016-01-25$26,267$23,745$2,522$2,522
PARNASSUS CORE EQUITP2013-02-202016-09-26$25,840$20,728$5,112$5,112
FieldValueIRS element (for citing)
Capital Gain Net Income$8,614CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,566,890AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,058,259NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.878921DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,187,288AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,257,586NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.411812DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,723,324AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,174,132NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.252603DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,630,490AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,058,535NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.277846DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,998,438AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,858,025NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.075571DistributionYr5Rt
Total Distribution5.896753TotalDistributionRt
Average Distribution1.179351AverageDistributionRt
Net Vl Noncharitable Assets$3,721,907NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,389,435AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$324NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,389,759AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,794,567QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$648InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$648SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$648TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Overpayment$332OverpaymentAmt
Applied To ES Tax$332AppliedToESTaxAmt
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 (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL FEUER
500 FIFTH ST NWWASHINGTONDC20001PRESIDENT5.00$0$0$0
JAMES PELLEGRINO
500 FIFTH ST NWWASHINGTONDC20001VICE PRESIDENT1.00$0$0$0
CATHERINE SNOW
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
PAMELA GROSSMAN
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
KENJI HAKUTA
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$0$0$0
MARGARET BEALE SPENCER
500 FIFTH ST NWWASHINGTONDC20001DIRECTOR1.00$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$100,659$25,653$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JACK BUSBEE
500 FIFTH ST NWWASHINGTONDC20001SENIOR PROGRAM OFFIC40.00$76,050$13,760$0
ABIGAIL BELL
500 FIFTH ST NWWASHINGTONDC20001PROGRAM OFFICER40.00$65,920$14,742$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$53,532CompensationAmt
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$2,713,684Expenses1Amt
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$1,459,488Expenses2Amt
Description3WORKSHOP ON BIG DATA IN EDUCATION - BALANCING THE BENEFITS OF EDUCATIONAL RESEARCH AND STUDENT PRIVACY: THE NAED HELD A TWO-DAY WORKSHOP IN WASHINGTON, D.C. IN AUGUST 2016 TO ADDRESS A FUNDAMENTAL TENSION FACED BY THE EDUCATION RESEARCH COMMUNITY: HOW TO BALANCE THE BENEFITS OF ACCESS TO COMPREHENSIVE (BIG) DATA WITH THE POTENTIAL RISKS TO INDIVIDUAL PRIVACY AND CONFIDENTIALITY. A WORKSHOP REPORT WAS DEVELOPED AND DISSEMINATED UPON COMPLETION OF THE WORKSHOP.Description3Txt
Expenses3$70,611Expenses3Amt
Description4WORKSHOP 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. IN 2016. 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 WILL BE DEVELOPED AND RELEASED IN 2017.Description4Txt
Expenses4$64,209Expenses4Amt

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$535,291AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,225,344AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$17,951FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,778,586TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,778,586AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,679CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,721,907NetVlNoncharitableAssetsAmt
Minimum Investment Return$186,095MinimumInvestmentReturnAmt

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$3,794,567ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,794,567QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,794,567AdjustedQualifyingDistriAmt

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$135,098CurrentYearAmt
Year1$91,018Year1Amt
Year2$112,879Year2Amt
Year3$108,707Year3Amt
Total$447,702TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$114,833CurrentYearAmt
Year1$77,365Year1Amt
Year2$95,947Year2Amt
Year3$92,401Year3Amt
Total$380,547TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$3,794,567CurrentYearAmt
Year1$3,566,890Year1Amt
Year2$3,187,737Year2Amt
Year3$2,723,522Year3Amt
Total$13,272,716TotalAmt

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$3,794,567CurrentYearAmt
Year1$3,566,890Year1Amt
Year2$3,187,737Year2Amt
Year3$2,723,522Year3Amt
Total$13,272,716TotalAmt

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$124,063CurrentYearAmt
Year1$135,275Year1Amt
Year2$75,253Year2Amt
Year3$72,471Year3Amt
Total$407,062TotalAmt

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 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 (102 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ANDERSON ELEANOR
2835 N CHRISTIANA AVE APT 1CHICAGOIL60618N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BYRD DERRIA
13 PARK ROADMADISONWI537151218N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
CHAPARRO SOFIA
720 S 20TH STREET 2RPHILADELPHIAPA19146N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
DE KIRBY KENTON
78 LINDA AVE 3OAKLANDCA94611N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GEBRE-MEDHIN BENJAMIN
238 ACTON PLACE APT 4OAKLANDCA94606N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GOMEZ CELIA
169 ALBION STSOMERVILLEMA02144N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GROEGER CRISTINA
276 HARVARD STREET 7CAMBRIDGEMA02139N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GROSZ MICHEL
1111 J STREET 26DAVISCA95616N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BIERBAUM ARIEL
492-A 63RD STREETOAKLANDCA94609N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HILL KATHRYN
50 PARK TERRACE WEST APT 1HNEW YORKNY10034N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JACK ANTHONY
10 COWPERTHWAITE STCAMBRIDGEMA02138N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
KATZ VERONICA
THE UNIVERSITY OF VIRGINIA PO BOXCHARLOTTESVILLEVA229044195N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750400195
KRIST CHRISTINA
1401 NEW YORK AVENUE NE APT 354WASHINGTONDC20002N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
LEYVA LUIS
31-33 66TH STREET APT 1CWEST NEW YORKNJ07093N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
MULIMBI BETHANY
1719 FINLAND PALMSAN ANTONIOTX78251N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
RHODES ANNA
3013 KESWICK ROADBALTIMOREMD21211N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
SHENHAV NA'AMA
PO BOX 989062WEST SACRAMENTOCA957989062N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
STEINEKER ROWAN
1235 N RIVER AVENUEALMAMI48801N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
SUBTIRELU NICHOLAS
GEORGIA STATE UNIVERSITY RESEARCHATLANTAGA303023999N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750FOUNDATION PO BOX 3999
BELL JOHN
13 PARK ROADBELMONTMA02478N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BIASI BARBARA
579 SERRA MALLSTANFORDCA94305N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BOOTEN KYLE
9024 DEMERY CTBRENTWOODTN37027N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
BRITTON TOLANI
418 ELTON STREETBROOKLYNNY11208N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BUCK BRANDON
64 VAN ZANT STREET UNIT BNORWALKCT06855N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
CHAVARRIA KARINA
820 S GRAMERCY PLACE APT 17LOS ANGELESCA90005N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
CONWELL JORDAN
633 CLARK CROWN 1-502EVANSTONIL602081113N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
FINE SARAH
7614 PALMILLA DRIVESAN DIEGOCA92122N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
GIBSON DOMINIC
5469 S INGLESIDE AVE APT 3NCHICAGOIL60615N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GRAHAM ELIOT
5207 RAVENS CREST DRIVEPLAINSBORONJ08536N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GRIFFITH SHAYL
26 FORT HILL TERRACENORTHAMPTONMA01060N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
HARVEY RITA
4110 SPRUCE STREET APT 1APHILADELPHIAPA19104N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HENRY DAPHNE
3142 SENNOTT SQUAREPITTSBURGHPA152609150N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HERNANDEZ LAURA
6301 PINEHAVEN ROADOAKLANDCA94611N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
HIGGS JENNIFER
2438 HILGARD AVEBERKELEYCA94709N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HINZE-PIFER REBECCA
5200 S ELLIS AVE 217CHICAGOIL60615N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HORTON LAURA
908 E 61ST STREET APT 2CHICAGOIL60637N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JOHNSON ALISHA
2954 WEST BELLE PLAINE AVENUE APT 3CHAMPAIGNIL60618N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JOHNSON ANTHONY
633 CLARK CROWN 1-502EVANSTONIL602081113N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JOHNSON NICHOLAS
845 17TH STREETMANHATTAN BEACHCA90266N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
LOWRIE IAN
12410 W LITTLE YORK ROAD APT 1425HOUSTONTX77041N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
MCWILLIAMS JULIA
625 FOREST AVENUEHAVERTOWNPA19083N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
MERCER LOUIS
4926 LOUISE ST APT 2SKOKIEIL60077N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
MILLER SARAH
442 47TH STREET APT 2BROOKLYNNY11220N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
QUADLIN NATASHA
INDIANA UNIVERSITY 1320 E 10TH STBLOOMINGTONIN47405N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750ROOM E546
QUINN JOHANNA
500 LINCOLN DRIVEMADISONWI53406N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
SANCHEZ NYDIA
1155 UNION CIRCLE 309988DENTONTX762035017N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
SIMS JACQUELINE
1212 VIRGINIA AVE NE UNIT 1ATLANTAGA30306N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
SINGLETON JOHN
419 CHAPEL DRIVE BOX 90097DURHAMNC277080097N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
VELA PATRICIA
668 HOME AVENUEATLANTAGA30312N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
WEISBURST EMILY
2225 SPEEDWAY BRB STOP C3100AUSTINTX78712N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
WILEY KATHRYN
1101 MONROE DR UNIT BBOULDERCO80303N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
AGGARWAL UJJU
547 LINCOLN PLACE 1DBROOKLYNNY11238N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
CAMANGIAN PATRICK
UNIVERSITY OF SAN FRANCISCO 2130SAN FRANCISCOCA94117N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000FULTON STREET
CAMPBELL CORBIN
525 W 120TH STREET BOX 151NEW YORKNY10027N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
CARRILLO JUAN
9604 BLUE CREEK LANEAUSTINTX78758N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
COLE EDDIE
3732 MESA RIVERWILLIAMSBURGVA23188N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
CORRIVEAU KATHLEEN
BOSTON UNIVERSITY GRANTS RECEIVABLENEW YORKNY100878763N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 28763
DRYDEN-PETERSON SARAH
PRESIDENT AND FELLOWS OF HARVARDBOSTONMA022415649N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000COLLEGE PO BOX 415649
FLORES GLENDA
UNIVERSITY OF CALIFORNIAIRVINECA926971050N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
GARCIA ANTERO
CASHIERS OFFICE 6015 CAMPUSFORT COLLINSCO805236015N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000DELIVERY
GEE KEVIN
UNIVERSITY OF CALIFORNIA DAVIS POWEST SACARAMENTOCA957989062N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000BOX 989062
GIBBS CHLOE
UNIVERSITY OF NOTRE DAME 830 GRACENOTRE DAMEIN46556N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000HALL
HALE JON
COLLEGE OF CHARLESTON 66 GEORGECHARLESTONSC29424N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000STREET
HALPIN PETER
665 BROADWAY STE 801NEW YORKNY10012N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
HOLLAND MEGAN
UB FOUNDATION SERVICES INC PO BOXBUFFALONY142260900N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000900
HURD NOELLE
THE RECTOR AND VISITORS OF THE UVACHARLOTTESVILLEVA229044195N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 400195
LEGEWIE JOSCHA
665 BROADWAY SUITE 801NEW YORKNY10012N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
LEWIS KATHERINE
UNIVERSITY OF WASHINGTON 12455CHICAGOIL60693N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000COLLECTIONS DRIVE
LEWIS ELLISON TISHA
GEORGIA STATE UNIVERSITY RESEARCHATLANTAGA303023999N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000FOUNDATION PO BOX 3999
MAKOE PINKY
N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$52,50012 CROWTHORNE VILLAGE WHISKENAVENUE MIDRANDJOHANNESBURGSF1682ZA
NELSON JOSEPH
501 W 113TH STREET APT 504NEW YORKNY10025N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
POSSELT JULIE
ROSSIER SCHOOL OF EDUCATION 3470LOS ANGELESCA900894038N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000TROUSDALE PARKWAY
REISMAN AVISHAG
UNIVERSITY OF PENNSYLVANIA PO BOXPHILADELPHIAPA191785541N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000785541
RUECKER TODD
UNIVERSITY OF NEW MEXICOALBUQUERQUENM87131N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
SOSA HERBERT
1025 REYNOLDS RD APT V5JOHNSON CITYNY13790N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
TOLBERT SARA
THE UNIVERSITY OF ARIZONA 1303 ETUCSONAZ85719N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000UNIVERSITY BLVD BOX 3
VIEIRA KATE
21 N PARK STREET SUITE 6401MADISONWI537151218N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
ZINSSER KATHERINE
UNIVERSITY OF ILLINOIS AT CHICAGOSPRINGFIELDIL627080787N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 20787
AULL LAURA
WAKE FOREST UNIVERSITY PO BOX 7225WINSTON SALEMNC27109N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
BALDRIDGE BIANCA
RESEARCH AND SPONSORED PROGRAMS 21MADISONWI537151218N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000N PARK STREET SUITE 6401
BAUMGARTNER KABRIA
51 COLLEGE ROADDURHAMNH03824N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$17,500
BURT BRIAN
1620 LAGOMARCINO HALL 901 STANGEAMESIA50011N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000ROAD
DESTLER KATHARINE
516 HIGH STREET MAIL STOP 9038BELLINGHAMWA98225N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
GIST CONRA
305 ADMINISTRATION BUILDINGFAYETTEVILLEAR72701N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
HART CASSANDRA
UNIVERSITY OF CALIFORNIA DAVIS POWEST SACRAMENTOCA987989062N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000BOX 989062
HAYIK RAWIA
N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 174EILABOUNIS16972
HEVEL MICHAEL
305 ADMINISTRATION BUILDINGFAYETTEVILLEAR72701N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
JABBAR HURIYA
THE UNIVERSITY OF TEXAS AT AUSTINAUSTINTX78713N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 7159
KLASIK DANIEL
45155 RESEARCH PLACE 204VASHBURNVA20147N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
LEVINE SARAH
STANFORD UNIVERSITY LOCKBOX PO BOXSAN FRANCISCOCA941444253N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,00044253
LIN TZU-JUNG
1960 KENNY ROADCOLUMBUSOH43202N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
OWENS ANN
3720 S FLOWER ST CUB 303LOS ANGELESCA900890701N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
PAPAY JOHN
340 BROOK STREET PO BOX 1938PROVIDENCERI02912N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$17,500
PARK JIE
CLARK UNIVERSITY 950 MAIN STREETWORCESTERMA01610N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
REICHERT FRANK
N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000THE UNIVERSITY OF HONG KONGPOKFULAM ROADHONG KONGHK
SCHUMAKER KATHRYN
201 STEPHENSON PARKWAY FIVENORMANOK730195833N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PARTNERS PLACE SUITE 3100
STEINBERG MATTHEW
3451 WALNUT STREET ROOM P-221PHILADEPHIAPA191046205N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
STICH AMY
203 LOWDEN HALLDEKALBIL601152828N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
TODD-BRELAND ELIZABETH
UNIVERSITY OF ILLINOIS AT CHICAGOCHICAGOIL606731283N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,00028395 NETWORK PLACE
VOSSOUGHI SHIRIN
633 CLAR STREETEVANSTONIL60208N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
ZHANG CHENYI
PO BOX 3999 SUITE G41ATLANTAGA303023999N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
ZHANG DAKE
33 KNIGHTSBRIDGE ROADPISCATAWAYNJ088543925N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,565,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2Txt
BELL JOHN
13 PARK ROADBELMONTMA02478N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BIASI BARBARA
579 SERRA MALLSTANFORDCA94305N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BRITTON TOLANI
418 ELTON STREETBROOKLYNNY11208N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
BUCK BRANDON
64 VAN ZANT STREET UNIT BNORWALKCT06855N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
CHAVARRIA KARINA
820 S GRAMERCY PLACE APT 17LOS ANGELESCA90005N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
CONWELL JORDAN
633 CLARK CROWN 1-502EVANSTONIL602081113N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GIBSON DOMINIC
5469 S INGLESIDE AVE APT 3NCHICAGOIL60615N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
GRAHAM ELIOT
5207 RAVENS CREST DRIVEPLAINSBORONJ08536N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HARVEY RITA
4110 SPRUCE STREET APT 1APHILADELPHIAPA19104N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HENRY DAPHNE
3142 SENNOTT SQUAREPITTSBURGHPA152609150N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HIGGS JENNIFER
2438 HILGARD AVEBERKELEYCA94709N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HINZE-PIFER REBECCA
5200 S ELLIS AVE 217CHICAGOIL60615N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
HORTON LAURA
908 E 61ST STREET APT 2CHICAGOIL60637N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JOHNSON ALISHA
2954 WEST BELLE PLAINE AVENUE APT 3CHAMPAIGNIL60618N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JOHNSON ANTHONY
633 CLARK CROWN 1-502EVANSTONIL602081113N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
JOHNSON NICHOLAS
845 17TH STREETMANHATTAN BEACHCA90266N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
LEFTY LAUREN
156 EAST ROADGLEN ELLYNIL60137N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
LOWRIE IAN
12410 W LITTLE YORK ROAD APT 1425HOUSTONTX77041N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
MCWILLIAMS JULIA
625 FOREST AVENUEHAVERTOWNPA19083N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
MILLER SARAH
442 47TH STREET APT 2BROOKLYNNY11220N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
NIX SAMANTHA
3888 GAFFNEY LOOPTALLAHASSEEFL32303N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$27,500
QUADLIN NATASHA
INDIANA UNIVERSITY 1320 E 10TH STBLOOMINGTONNJ47405N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750ROOM E546
QUINN JOHANNA
500 LINCOLN DRIVEMADISONWI53406N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
SANCHEZ NYDIA
1155 UNION CIRCLE 309988DENTONTX762035017N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
VELA PATRICIA
668 HOME AVENUEATLANTAGA30312N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
WEISBURST EMILY
2225 SPEEDWAY BRB STOP C3100AUSTINTX78712N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
WILEY KATHRYN
1101 MONROE DR UNIT BBOULDERCO80303N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$13,750
AGGARWAL UJJU
547 LINCOLN PLACE 1DBROOKLYNNY11238N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$17,500
DESAI SHIV
1 UNIVERSITY OF NEW MEXICO MSC05ALBUQUERQUENM87112N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,0003040
NELSON JOSEPH
501 W 113TH STREET APT 504NEW YORKNY10025N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$17,500
SOSA HERBERT
1025 REYNOLDS RD APT V5JOHNSON CITYNY13790N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$17,500
AULL LAURA
WAKE FOREST UNIVERSITY PO BOX 7225WINSTON SALEMNC27109N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
BALDRIDGE BIANCA
RESEARCH AND SPONSORED PROGRAMS 21MADISONWI537151218N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000N PARK STREET SUITE 6401
BAUMGARTNER KABRIA
51 COLLEGE ROADDURHAMNH03824N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$52,500
BELLINO MICHELLE
THE REGENTS OF THE UNIVERSITY OFPITTSBURGHPA152512131N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,000MICHIGAN BOX 223131
BISCHOFF KENDRA
PO BOX 22 ATTN CORNELL UNIVERSITYITHACANY148510022N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,000
BURT BRIAN
1620 LAGOMARCINO HALL 901 STANGEAMESIA50011N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000ROAD
DESTLER KATHARINE
516 HIGH STREET MAIL STOP 9038BELLINGHAMWA98225N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
DILLINGHAM ALAN
SPRING HILL COLLEGE 4000 DAUPHINMOBILEAL36608N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,000STREET
GALLO SARAH
THE OHIO STATE UNIVERSITY 1960COLUMBUSOH43210N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,000KENNY ROAD
GARCIA GINA
UNIVERSITY OF PITTSBURGH PO BOXPITTSBURGHPA15260N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,0003712210
GIST CONRA
305 ADMINISTRATION BUILDINGFAYETTEVILLEAR72701N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
HART CASSANDRA
UNIVERSITY OF CALIFORNIA DAVIS POWEST SACRAMENTOCA987989062N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000BOX 989062
HAYIK RAWIA
N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 174EILABOUNIS16972
HEVEL MICHAEL
305 ADMINISTRATION BUILDINGFAYETTEVILLEAR72701N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
HOPKINS MEGAN
UNIVERSITY OF CALIFORNIA SAN DIEGOLA JOLLACA920930954N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,0009500 GILMAN DRIVE - DEPT 0954
JABBAR HURIYA
THE UNIVERSITY OF TEXAS AT AUSTINAUSTINTX78713N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PO BOX 7159
KLASIK DANIEL
45155 RESEARCH PLACE 204VASHBURNVA20147N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
LEVINE SARAH
STANFORD UNIVERSITY LOCKBOX PO BOXSAN FRANCISCOCA941444253N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,00044253
LIN TZU-JUNG
1960 KENNY ROADCOLUMBUSOH43202N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
OWENS ANN
3720 S FLOWER ST CUB 303LOS ANGELESCA900890701N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
PAPAY JOHN
340 BROOK STREET PO BOX 1938PROVIDENCERI02912N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$52,500
PARK JIE
CLARK UNIVERSITY 950 MAIN STREETWORCESTERMA01610N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
REICHERT FRANK
N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000THE UNIVERSITY OF HONG KONGHONG KONGHKPOKFULAM ROAD
SCHUMAKER KATHRYN
201 STEPHENSON PARKWAY FIVENORMANOK730195833N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000PARTNERS PLACE SUITE 3100
SMITH BLAINE
UNIVERSITY OF ARIZONA PO BOX 210158TUCSONAZ857210158N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$70,000RM 510
STEINBERG MATTHEW
3451 WALNUT STREET ROOM P-221PHILADEPHIAPA191046205N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
STICH AMY
203 LOWDEN HALLDEKALBIL601152828N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
TODD-BRELAND ELIZABETH
UNIVERSITY OF ILLINOIS AT CHICAGOCHICAGOIL606731283N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,00028395 NETWORK PLACE
VOSSOUGHI SHIRIN
633 CLAR STREETEVANSTONIL60208N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
ZHANG CHENYI
PO BOX 3999 SUITE G41ATLANTAGA303023999N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
ZHANG DAKE
33 KNIGHTSBRIDGE ROADPISCATAWAYNJ088543925N/AN/AFELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION.$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,851,250TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$71,646RelatedOrExemptFunctionIncmAmt

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,415RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,240ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,614ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPUBLICATION SALESDesc
Exclusion15ExclusionCd
Exclusion$1,797ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,651ExclusionAmt
Related Or Exempt Function Incm$105,061RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,712TotalIncomeProducingActyAmt

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$122,157TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$87,366Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$86,591DisbursementsCharitablePrpsAmt

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$26,222$26,222
VANGUARD BD INDEX$26,775$26,775
USAA SHORT-TERM BOND FUND$25,846$25,846
TIAA-CREF SOCIAL CHOICE BOND FUND$33,028$33,028

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CALVERT EQUITY PORTFOLIO$24,866$24,866
CALVERT CAPITAL ACCUMULATION FUND$20,550$20,550
COHEN & STEERS REALTY INCOME$18,504$18,504
DFA US SOCIAL CORE EQUITY$40,742$40,742
PARNASSUS EQUITY INCOME$30,271$30,271
DFA EMERGING MKS$35,221$35,221
DFA INTERNATIONAL SOCIAL CORE EQUITY$50,658$50,658
MFS INTERNATIONAL NEW DISCOVERY$25,940$25,940
CALVERT U.S. LARGE CAP CORE$27,962$27,962
DFA U.S. SUSTAINABILITY CORE$29,842$29,842
ISHARES TR RUSSELL 2000 VALUE ETF$12,964$12,964

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$96,230USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$96,230USGovtObligationsEOYFMVAmt
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$6,492$6,492
PIMCO EMERGING LOCAL BOND FUND (FOREIGN BONDS)FMV$21,208$21,208

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$7,896$0$0$8,538
INFORMATION TECHNOLOGY$57,287$0$0$56,618
TELEPHONE$1,938$0$0$1,839
POSTAGE & SHIPPING$1,459$0$0$1,334
INSURANCE$5,924$0$0$5,924
BANK CHARGES$1,909$0$0$1,909
ADVERTISING$12,906$0$0$12,906
MISCELLANEOUS$2,380$0$0$2,153
DUES & SUBSCRIPTIONS$2,001$0$0$2,001

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PUBLICATION SALES$1,797$1,797
MEMBERSHIP DUES AND ASSESSMENTS$33,415$33,415
FEES FROM GOVERNMENT AGENCIES$71,646$71,646

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$14,040Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FELLOWSHIPS PAYABLE$1,311,250$1,851,250
UNSPENT GRANT LIABILITY$1,942$3,476

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL PROCESSING$4,270$0$0$4,487
PROGRAM CONSULTANT$18,775$0$0$19,201
INVESTMENT FEES$4,447$4,447$0$4,447

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$24,024$0$0$24,024
OTHER TAXES$416$0$0$416