THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-15
IRS object ID: 201441359349303509
Schema version: 2012v2.1
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
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-15T09:53:26-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	263753134	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CBIZ TOFIAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 BOYLSTON STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02116	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	043457065	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE SCHOTT FDTN FOR PUBLIC EDUCATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SCHO	NameControl
Phone	6178767700	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	675 MASSACHUSETTS AVENUE 8TH FLOOR	AddressLine1
City	CAMBRIDGE	City
State	MA	State
ZIP Code	02139	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN H JACKSON	Name
Title	PRESIDENT AND CEO	Title
Phone	6178767700	Phone
Date Signed	2014-05-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOSEPH M GISO	Name
PTIN	P00030126	PTIN
Phone	6177610600	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JOHN H JACKSON	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	675 MASSACHUSETTS AVENUE 8TH FLOOR	AddressLine1
City	CAMBRIDGE	City
State	MA	State
ZIP Code	02139	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2291889	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SCHOTTFOUNDATION.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1999	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	13	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	13	NbrIndependentVotingMembers
Total Nbr Employees	20	TotalNbrEmployees
Total Nbr Volunteers	13	TotalNbrVolunteers
Total Gross UBI	20000	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	2794345	ContributionsGrantsPriorYear
Contributions Grants Current Year	1909990	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	0	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	93101	InvestmentIncomePriorYear
Investment Income Current Year	361899	InvestmentIncomeCurrentYear
Other Revenue Prior Year	88585	OtherRevenuePriorYear
Other Revenue Current Year	20000	OtherRevenueCurrentYear
Total Revenue Prior Year	2976031	TotalRevenuePriorYear
Total Revenue Current Year	2291889	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	2046757	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1874040	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1904839	SalariesEtcPriorYear
Salaries Etc Current Year	1970882	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	92012	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1049203	OtherExpensePriorYear
Other Expenses Current Year	720796	OtherExpensesCurrentYear
Total Expenses Prior Year	5000799	TotalExpensesPriorYear
Total Expenses Current Year	4565718	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-2024768	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-2273829	RevenuesLessExpensesCY
Total Assets BOY	10582125	TotalAssetsBOY
Total Assets EOY	8579415	TotalAssetsEOY
Total Liabilities BOY	1003481	TotalLiabilitiesBOY
Total Liabilities EOY	819174	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	9578644	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	7760241	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	3098264	Expense
Grants	1805040	Grants
Description	OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. THE SCHOTT FOUNDATION WILL USE ITS ADVOCACY MANAGEMENT FIRM PHILANTHROPIC MODEL TO MANAGE A GRANT MAKING STRATEGY TO BUILD THE PUBLIC WILL TO INCREASE THE NUMBER OF STATES THAT ADOPT AN "OPPORTUNITY TO LEARN" REFORM FRAMEWORK AND CREATE A FEDERAL RIGHT TO AN OPPORTUNITY TO LEARN.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	147214	Expense
Description	BLACK MALE DONOR COLLABORATIVE - THE BLACK MALE DONOR COLLABORATIVE AIMS TO IDENTIFY SUCCESSFUL PROGRAM INTERVENTIONS AND POLICY LEVERS TO ADDRESS THE ACHIEVEMENT DISPARITIES IMPACTING THE MOST EXTREMELY UNDERPERFORMING GROUP IN NEW YORK - BLACK MALES.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	203916	Expense
Description	OTHER FUNDING TO ADVOCATE FOR EQUITABLE RESOURCES FOR PRE K-12 SCHOOLS TO PROVIDE EXCELLENT EDUCATION FOR ALL CHILDREN WITH AN EMPHASIS ON POOR CHILDREN AND CHILDREN OF COLOR, VIA IMPROVED PUBLIC POLICY, LEADERSHIP AND INCREASED PUBLIC WILL.	Description

Activity Other ActivityOther (2 entries)

ExpenseExpense	DescriptionDescription	GrantsGrants
55	WOMEN'S PIPELINE FOR CHANGE
69000	TEACHERS AS LEADERS	69000

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	69055	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	69000	TotalOfOtherProgramServiceGrnt
Total Program Service Expense	3518449	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	1	RelatedOrgControlledEntity
Transaction Related Entity	1	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	26	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	20	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	13	NbrVotingGoverningBodyMembers
Number Independent Voting Members	13	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	ALFRED T MILLER JR SR VP OF OPE	NamePerson
Telephone Number	6178767700	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	675 MASSACHUSETTS AVENUE 8TH FLOOR	AddressLine1
City	CAMBRIDGE	City
State	MA	State
ZIP Code	02139	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (16 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
GREG JOBIN-LEEDS
CO-CHAIR	1.00	0.00	X	X	0	0	0
BAISHALI RINKU SEN
CO-CHAIR	1.00	0.00	X	X	0	0	0
MICHELLE COFFEY
CLERK	1.00	0.00	X	X	0	0	0
MARIA JOBIN-LEEDS
TREASURER	1.00	1.00	X	X	0	0	0
MAISIE CHIN
BOARD DIRECTOR	1.00	0.00	X		0	0	0
ANDREW GILLUM
BOARD DIRECTOR	1.00	1.00	X		0	0	0
JACKIE JENKINS-SCOTT
BOARD DIRECTOR	1.00	0.00	X		0	0	0
GERARD LEEDS
BOARD DIRECTOR	1.00	0.00	X		0	0	0
LILO LEEDS
BOARD DIRECTOR	1.00	0.00	X		0	0	0
IAN INABA
BOARD DIRECTOR	1.00	0.00	X		0	0	0
DEBORAH LABELLE
BOARD DIRECTOR	1.00	0.00	X		0	0	0
ALVIN LOUIS STARKS
BOARD DIRECTOR	1.00	0.00	X		0	0	0
JOHN H JACKSON
PRESIDENT/CEO, EX-OFFICIO	39.00	1.00		X	379126	0	48287
CASSIE SCHWERNER
SENIOR VP OF PROGRAMS	39.00	1.00		X	172647	0	46866
ALFRED T MILLER JR
SENIOR VP OF OPERATIONS	35.00	5.00		X	154608	0	35927
ANN E BEAUDRY
VP OF DEVELOPMENT & STRATEGY	40.00	0.00		X	138936	0	22424

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	845317	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	153504	TotalOtherCompensation
Number Individuals GT100 K	4	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
All Other Contributions	1909990	AllOtherContributions
Total Contributions	1909990	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	155535	TotalRevenueColumn
Exclusion	$155,535	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	206364	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	0	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	206364	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	206364	TotalRevenueColumn
Exclusion	$206,364	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	MANAGEMENT FEE-RELATED	Description
Business Code	561000	BusinessCode
Total Revenue Column	20000	TotalRevenueColumn
Unrelated Business Revenue	20000	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Other Revenue	20000	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2291889	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	20000	UnrelatedBusinessRevenue
Exclusion	$361,899	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1874040	Total
Program Services	1874040	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	792405	Total
Program Services	402238	ProgramServices
Management And General	339085	ManagementAndGeneral
Fundraising	51082	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	744940	Total
Program Services	555867	ProgramServices
Management And General	180834	ManagementAndGeneral
Fundraising	8239	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	433537	Total
Program Services	260016	ProgramServices
Management And General	161815	ManagementAndGeneral
Fundraising	11706	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	4875	Total
Management And General	4875	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	14566	Total
Program Services	1743	ProgramServices
Management And General	12823	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	41550	Total
Management And General	41550	ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	41455	Total
Management And General	41455	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	136275	Total
Program Services	128852	ProgramServices
Management And General	6833	ManagementAndGeneral
Fundraising	590	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	258	Total
Program Services	258	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	8361	Total
Program Services	3171	ProgramServices
Management And General	5141	ManagementAndGeneral
Fundraising	49	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	138169	Total
Program Services	97833	ProgramServices
Management And General	35155	ManagementAndGeneral
Fundraising	5181	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	16287	Total
Program Services	11602	ProgramServices
Management And General	4685	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	27990	Total
Program Services	15916	ProgramServices
Management And General	12037	ManagementAndGeneral
Fundraising	37	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	10636	Total
Program Services	742	ProgramServices
Management And General	9894	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
RENT & UTILITIES	177933	104829	69208	3896
TELEPHONE	40367	29711	8733	1923
PRINTING & PUBLICATIONS	17480	16696	304	480
RECRUITING	10687		2021	8666

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	33907	Total
Program Services	14935	ProgramServices
Management And General	18809	ManagementAndGeneral
Fundraising	163	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	4565718	Total
Program Services	3518449	ProgramServices
Management And General	955257	ManagementAndGeneral
Fundraising	92012	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1421165	BOY
EOY	1348171	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	896914	BOY
EOY	365348	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1711968	BOY
EOY	343017	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	21027	BOY
EOY	29490	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	107531	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	61461	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	63431	BOY
EOY	46070	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	6435545	BOY
EOY	6412188	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	32075	BOY
EOY	35131	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	10582125	BOY
EOY	8579415	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	230681	BOY
EOY	197174	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	772800	BOY
EOY	622000	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1003481	BOY
EOY	819174	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1200824	BOY
EOY	1089268	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	8377820	BOY
EOY	6670973	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	9578644	BOY
EOY	7760241	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	10582125	BOY
EOY	8579415	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-2273829	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	455426	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5270100	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3043575	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13558997	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2794345	CurrentTaxYearMinus1Year
Current Tax Year	1909990	CurrentTaxYear
Total	26577007	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	5270100	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3043575	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13558997	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2794345	CurrentTaxYearMinus1Year
Current Tax Year	1909990	CurrentTaxYear
Total	26577007	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	18792730	AmountsSubstContributorsTotal
Public Support Total170	7784277	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	28444	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22008	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18939	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	120467	CurrentTaxYearMinus1Year
Current Tax Year	155535	CurrentTaxYear
Total	345393	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	35000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	35000	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	35000	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	35000	CurrentTaxYearMinus1Year
Current Tax Year	20000	CurrentTaxYear
Total	160000	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	34258	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	16850	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	74673	CurrentTaxYearMinus1Year
Total	125781	Total

Field	Value	IRS element (for citing)
Total Support	27208181	TotalSupport
Gross Receipts From Admissions Etc	65675	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.28610	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.27240	PublicSupportPertcentPriorYear
Ten Percent Test Current Year	X	TenPercentTestCurrentYear
Facts And Circumstances Test	THE SCHOTT FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TESTTHE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (THE "FOUNDATION") QUALIFIES AS A "PUBLICLY SUPPORTED" ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE BECAUSE IT SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST SET FORTH IN TREAS. REG. 1.170A-9(F)(3). THE FOUNDATION NORMALLY RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF SOLICITATION OF PUBLIC SUPPORT. MOREOVER, THE FOUNDATION MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATIONS AS BEING INDICATIVE OF PUBLIC SUPPORT:1.PERCENTAGE OF FINANCIAL SUPPORT. TREAS. REG. 1.170A-9(F)(3)(III).DURING THE FIVE-YEAR PERIOD ENDING ON JUNE 30, 2013, THE PORTION OF THE FOUNDATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 28.61%, WELL IN EXCESS OF THE 10% THRESHOLD.2.SOURCES OF SUPPORT. TREAS. REG. 1.170A-9(F)(3)(IV).DURING THE PAST FIVE TAX YEARS, THE FOUNDATION HAS RECEIVED CONTRIBUTIONS FROM A RANGE OF DONORS, INCLUDING PRIVATE INDIVIDUALS AND FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS AND PUBLIC CHARITIES.3.REPRESENTATIVE GOVERNING BODY. TREAS. REG. 1.170A-9(F)(3)(V). THE FOUNDATION'S TWELVE-MEMBER BOARD OF DIRECTORS CLEARLY REPRESENTS BROAD PUBLIC INTERESTS. A MAJORITY OF THE DIRECTORS MEET THIS REQUIREMENT BECAUSE THEY ARE PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AS SUCH, PERSONS HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE EDUCATION FIELD IN WHICH THE FOUNDATION OPERATES, AND OTHERS WHO REPRESENT A BROAD CROSS-SECTION OF THE COMMUNITY. SEE TREAS. REG. 1.170A-9(F)(3)(V). THE FOLLOWING ARE BRIEF BIOGRAPHIES OF THE FOUNDATION'S DIRECTORS.GREG JOBIN-LEEDS: GREG JOBIN-LEEDS IS CO-FOUNDER AND CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. IN 1993, UNDER MR. JOBIN-LEEDS' LEADERSHIP, SCHOTT BEGAN FUNDING THE CAMPAIGN FOR FISCAL EQUITY (CFE) AND LATER HELPED FOUND THE ALLIANCE FOR QUALITY EDUCATION (AQE). SCHOTT RECRUITED THE LEADERSHIP AND PROVIDED THE START-UP FUNDING FOR THE EARLY EDUCATION FOR ALL (EEA) CAMPAIGN IN MASSACHUSETTS, AND REGULARLY PUBLISHES STATE REPORT CARDS ON "PUBLIC EDUCATION AND BLACK MALE STUDENTS." IN PARTNERSHIP WITH TEACHER'S COLLEGE AND COLUMBIA UNIVERSITY, MR. JOBIN-LEEDS HELPED LAUNCH THE NATIONAL ACADEMY FOR EXCELLENT TEACHING TO IMPROVE TEACHING IN URBAN SCHOOLS. MR. JOBIN-LEEDS IS THE FOUNDING CHAIR OF PROGRESSIVE MAJORITY'S LEADERSHIP CIRCLE, WHICH IS HIGHLY SUCCESSFUL AT ELECTING BOLD STATE CANDIDATES COMMITTED TO RACIAL AND ECONOMIC JUSTICE, PUBLIC EDUCATION AND HEALTH CARE. HE IS A FOUNDING EXECUTIVE BOARD MEMBER OF CONGRESSWOMAN BARBARA LEE'S ONE VOICE PAC, WHICH IS SUCCESSFUL IN ELECTING PROGRESSIVE FEDERAL CANDIDATES WHO HAVE STRONG PLATFORMS ON PUBLIC EDUCATION, RACIAL AND ECONOMIC JUSTICE. EARLY IN HIS CAREER, HE WORKED AS A HIGH SCHOOL ENGLISH TEACHER, THEN HE TRAINED ADULT LITERACY TEACHERS AND MORE RECENTLY HE HAS WORKED TO INCREASE POLITICAL ACCESS FOR DISENFRANCHISED POPULATIONS. MR. JOBIN-LEEDS HAS A MASTER'S DEGREE FROM TEACHER'S COLLEGE, COLUMBIA UNIVERSITY, AND MORE THAN TWENTY-FIVE YEARS OF EDUCATION, PUBLIC POLICY, MEDIA, COMMUNITY ORGANIZING AND LEADERSHIP EXPERIENCE.LILO LEEDS: LILO J. LEEDS CREATED THE FIRST ON-SITE DAY CARE AND INFANT CARE CENTER ON LONG ISLAND AT CMP MEDIA INC. SHE ALSO STARTED AN AFTER SCHOOL ON-SITE CENTER AND A SUMMER DAY CAMP FOR CMP MEDIA INC. EMPLOYEE'S SCHOOL AGED CHILDREN. LILO LEEDS IS CO-FOUNDER AND CO-CHAIRPERSON OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, A NON-PROFIT ORGANIZATION COMMITTED TO ECONOMIC AND SOCIAL CHANGE IN DISADVANTAGED COMMUNITIES THROUGH EDUCATION AND YOUTH PROGRAMS. SHE AND HER HUSBAND GERARD, CREATED THE MANHASSET-BASED INSTITUTE IN 1990. CORPORATE ENTREPRENEURS, GERARD AND LILO LEEDS, CO-FOUNDED CMP MEDIA INC., A LEADING PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES AND INFORMATION SERVICES SPECIALIZING IN HIGH TECHNOLOGY. LILO LEEDS IS ONE OF THE FOUNDERS AND DIRECTORS OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AN ORGANIZATION DEVOTED TO DEVELOPING AND STRENGTHENING THE MOVEMENT FOR EQUITY IN EDUCATION AND CHILDCARE. LILO LEEDS IS A MEMBER OF THE CHILD CARE COUNCIL OF NASSAU COUNTY, THE GREAT NECK/MANHASSET COMMUNITY CHILD CARE PARTNERSHIP, AND SERVES ON THE ADVISORY BOARD OF THE ARNOLD AND JOAN SALTZMAN/HOFSTRA CHILD CARE CENTER. LILO LEEDS WAS AN ASSOCIATE TRUSTEE OF NORTH SHORE UNIVERSITY HOSPITAL AND IS ON THE BOARD OF THE NORTH SHORE CHILD & FAMILY GUIDANCE. LILO LEEDS SERVES AS AN HONOREE OF WOMEN ON THE JOB, WAS NAMED "WOMAN OF THE YEAR" BY THE LONG ISLAND ASSOCIATION, WAS AN HONOREE OF THE NATIONAL ORGANIZATION OF WOMEN AND RECEIVED THE BARBARA KRAMER MEMORIAL AWARD FROM THE PORT WASHINGTON CHILDREN'S CENTER. MR. AND MRS. LEEDS WERE RECOGNIZED AS HONORARY CITIZENS OF ROOSEVELT FOR THEIR WORK WITH THE STAR PROGRAM FOR THE ROOSEVELT HIGH SCHOOL, AND FOR THE "WRITING TO READ" PROGRAM FOR KINDERGARTEN AND FIRST GRADE, IN WESTBURY. MRS. LEEDS IS A REFUGEE FROM HITLER GERMANY AND CAME TO THE US IN 1939. SHE HOLDS A B.S. IN MATHEMATICS FROM QUEENS COLLEGE AND AN M.A. FROM SUNY AT STONY BROOK. SHE RECEIVED AN HONORARY DOCTORATE FROM BOTH INSTITUTIONS. MRS. LEEDS IS A LONG-TIME RESIDENT OF LONG ISLAND AND HAS FIVE GROWN CHILDREN. BAISHALI RINKU SEN: BAISHALI RINKU SEN IS CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. A LEADING FIGURE IN THE RACIAL JUSTICE MOVEMENT, BAISHALI HAS POSITIONED THE APPLIED RESEARCH CENTER (ARC) AS THE HOME FOR MEDIA AND ACTIVISM ON RACIAL JUSTICE. SHE HAS EXTENSIVE EXPERTISE IN RACE, FEMINISM, IMMIGRATION AND ECONOMIC JUSTICE. OVER THE COURSE OF HER CAREER, BAISHALI HAS WOVEN TOGETHER JOURNALISM AND ORGANIZING TO FURTHER SOCIAL CHANGE. SHE ALSO HAS SIGNIFICANT EXPERIENCE IN PHILANTHROPY, AS VICE CHAIR OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AND AS AN ADVISORY COMMITTEE MEMBER OF THE PHILANTHROPIC INITIATIVE FOR RACIAL EQUITY. PREVIOUSLY, SHE WAS THE CO-DIRECTOR OF THE CENTER FOR THIRD WORLD ORGANIZING. BAISHALI HAS WRITTEN EXTENSIVELY ABOUT IMMIGRATION, COMMUNITY ORGANIZING AND WOMEN'S LIVES FOR A WIDE VARIETY OF PUBLICATIONS INCLUDING THE HUFFINGTON POST, JACK AND JILL POLITICS, THE SAN FRANCISCO CHRONICLE, FORBES.COM, ALTERNET, TOMPAINE.COM, AND RACEWIRE. HER BOOK, STIR IT UP: LESSONS IN COMMUNITY ORGANIZING (JOSSEY-BASS) WAS COMMISSIONED BY THE MS. FOUNDATION FOR WOMEN AND RELEASED IN THE FALL OF 2003. HER LATEST BOOK, THE ACCIDENTAL AMERICAN: IMMIGRATION AND CITIZENSHIP IN THE AGE OF GLOBALIZATION (BERRETT-KOEHLER) WON THE NAUTILUS BOOK AWARD SILVER MEDAL. PREVIOUSLY, BAISHALI SERVED AS THE COMMUNICATIONS DIRECTOR AND THE DIRECTOR OF THE TRANSNATIONAL RACIAL JUSTICE INITIATIVE AT ARC. BAISHALI STARTED HER ORGANIZING CAREER AS A STUDENT ACTIVIST AT BROWN UNIVERSITY, FIGHTING RACE, GENDER AND CLASS DISCRIMINATION ON CAMPUSES. SHE RECEIVED A B.A. IN WOMEN'S STUDIES FROM BROWN UNIVERSITY IN 1988 AND AN M.S. IN JOURNALISM AT COLUMBIA UNIVERSITY IN 2005. HER AWARDS AND HONORS INCLUDE THE 2009 NORTHSTAR FUND NEWS PRIZE, THE 2008 PROGRESSIVE LEADERSHIP AWARD FROM CITIZEN ACTION OF NEW YORK, AND BEING NAMED BY UTNE READER ONE OF THE FIFTY ACTIVISTS, ARTISTS, SCIENTISTS, AND NON-CONFORMISTS WHO MADE THEIR LIST OF VISIONARIES WORKING IN SOCIAL JUSTICE AND COMMUNITY ORGANIZATION, TRANSFORMING TECHNOLOGY AND THE WORLD IN 2008.MICHELLE COFFEY: AS EXECUTIVE DIRECTOR, MICHELLE COFFEY DESIGNS, IMPLEMENTS AND FURTHERS THE STRATEGIC AGENDA, LEADERSHIP AND VISION OF LAMBENT FOUNDATION. THROUGH INNOVATIVE GRANT MAKING, LAMBENT FOUNDATION SUPPORTS THE INTERSECTIONS OF ARTS AND CULTURE AS CRITICAL STRATEGIES FOR SOCIAL CHANGE. PRIOR TO THE CREATION OF LAMBENT FOUNDATION IN JANUARY 2009, MS. COFFEY WAS DIRECTOR OF STARRY NIGHT FUND AND SENIOR PHILANTHROPIC ADVISOR AT TIDES FOUNDATION. WITH A GLOBAL LENS, HER AREAS OF FOCUS INCLUDED HUMAN RIGHTS, WOMEN/GIRLS, CRIMINAL JUSTICE REFORM, ARTS AND CULTURE AND HIV/AIDS. MICHELLE COFFEY JOINED TIDES AS A PROGRAM OFFICER IN THE NEW YORK OFFICE IN 2001. PRIOR TO JOINING TIDES, SHE WORKED ON NATIONAL CULTURAL POLICY ISSUES AND SERVED AS A PROGRAM OFFICER FOR THE NEW YORK FOUNDATION FOR THE ARTS. IN ADDITION, SHE SERVES ON THE BOARDS OF THE CULTURE PROJECT, THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION AND THE BROWNSVILLE MULTI-SERVICE FAMILY HEALTH CARE CENTER IN EAST NEW YORK.ANDREW GILLUM: CITY COMMISSIONER ANDREW D. GILLUM, AN ALUMNUS OF FLORIDA A&M UNIVERSITY (FAMU), FORMER PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION, AND FAMU'S FIRST STUDENT MEMBER OF THE BOARD OF TRUSTEES BECAME THE YOUNGEST PERSON EVER ELECTED TO THE FOUR-MEMBER TALLAHASSEE CITY COMMISSION IN FEBRUARY 2003. WHEN ELECTED AT THE AGE OF 23, HE WAS A STUDENT MAJORING IN POLITICAL SCIENCE. PASSION FOR PUBLIC SERVICE, AND THE ABILITY TO MOTIVATE AND MOBILIZE PEOPLE TO ACTION GARNERED HIS RE-ELECTION IN AUGUST 2004 TO A FOUR YEAR TERM ON THE COMMISSION.	FactsAndCircumstancesTest
General Explanation	SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: COMMISSIONER GILLUM HAS HELD PROMINENT LEADERSHIP ROLES SUCH AS MAYOR PRO TEM, CHAIRMAN-CAPITAL REGION TRANSPORTATION PLANNING AGENCY AND LEAD COMMISSIONER FOR THE LONG RANGE COMMUNITY BASED TARGET ISSUE COMMITTEE. IN KEEPING WITH HIS MANTRA TO UPLIFT AND BUILD THE COLLECTIVE COMMUNITY, ANDREW HAS CHAMPIONED SEVERAL COMMUNITY INITIATIVES INCLUDING THE NIMS MIDDLE SCHOOL DIGITAL HARMONY PILOT PROGRAM, THE LANDLORD TENANT MEDIATION PROGRAM; THE CODE ENFORCEMENT AMNESTY PROGRAM; AND THE CREATION OF THE SILVER LAKE NEIGHBORHOOD PARK. COMMISSIONER GILLUM SERVED AS FIELD ORGANIZER AND STATEWIDE DIRECTOR OF THE "ARRIVE WITH 5" PROGRAM WITH PEOPLE FOR THE AMERICAN WAY FOUNDATION (PFAWF). HE ORGANIZED THE LARGEST "ARRIVE WITH 5" GET-OUT-THE-VOTE CAMPAIGN IN FLORIDA'S HISTORY. HE ALSO WORKED AS DEPUTY POLITICAL DIRECTOR WITH THE FLORIDA DEMOCRATIC PARTY. HE WAS THE INAUGURAL NATIONAL DIRECTOR OF THE YOUNG ELECTED OFFICIALS NETWORK WITH PFAWF, IN WHICH HE INITIATED AND SPEARHEADED A PROGRAM THAT UNITES ELECTED OFFICIALS AGE 35 AND UNDER IN A NETWORK THAT SUPPORTS THEM WITH LEADERSHIP AND PERSONAL DEVELOPMENT TRAINING AND PUBLIC POLICY SUPPORT. HIS SUCCESS GARNERED HIM THE POSITION OF DIRECTOR OF YOUTH LEADERSHIP PROGRAMS FOR PFAWF. IN THIS ROLE HE OVERSEES THE STRATEGIC PLANNING, IMPLEMENTATION, AND DEVELOPMENT OF THREE PROGRAM AREAS: YOUNG PEOPLE FOR, YOUNG ELECTED OFFICIALS NETWORK, AND THE YOUNG PROFESSIONALS ACTIVIST NETWORK. COMMISSIONER GILLUM SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. HE ALSO HAS BEEN RECOGNIZED AS AN EMERGING LEADER BY THE CONGRESSIONAL BLACK CAUCUS, JET MAGAZINE, EBONY MAGAZINE, THE ASSOCIATION OF TRIAL LAWYERS FOR AMERICA (ATLA), THE DRUM MAJOR INSTITUTE, IMPACT AND FAMU'S DR. MARTIN LUTHER KING JR. LEADERSHIP AWARD. GERARD LEEDS: GERARD LEEDS IS A CO-FOUNDER AND MEMBER OF THE BOARD OF DIRECTORS OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, INC., WHICH HE FOUNDED WITH HIS WIFE, LILO, IN 1990. IN 1971, PRIOR TO ESTABLISHING THE INSTITUTE, GERARD AND LILO LEEDS FOUNDED CMP MEDIA INC., A MAJOR PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES, INTERNET AND OTHER INFORMATION SERVICES FOR THE HIGH-TECH INDUSTRIES. THE COMPANY'S SOCIALLY RESPONSIBLE POLICIES PLACED IT IN FORTUNE MAGAZINE AS ONE OF THE 100 BEST COMPANIES TO WORK FOR, AND IN WORKING MOTHER, AS ONE OF THE BEST COMPANIES FOR WOMEN WORKERS. THE COMPANY INSTITUTED A MAJOR ON-SITE CHILDCARE CENTER, A STRONG DIVERSITY PROGRAM, AND AN ACTIVE EMPLOYEE-RUN FOUNDATION. IN 1988, GERARD AND LILO LEEDS TRANSFERRED THE MANAGEMENT OF THE COMPANY TO THE NEXT GENERATION AND MICHAEL LEEDS TOOK OVER AS PRPRESIDENT AND CEO. THE LEEDS MADE THE CHALLENGE OF EDUCATING CHILDREN AT RISK THEIR PRINCIPAL FOCUS. IN ADDITION TO FOUNDING THE INSTITUTE FOR STUDENT ACHIEVEMENT, THEY ARE ON THE BOARDS OF SEVERAL OTHER ORGANIZATIONS WORKING ON EDUCATION ISSUES. THESE INCLUDE THE ALLIANCE FOR EXCELLENT EDUCATION, LOCATED IN WASHINGTON, DC, WHOSE GOAL IS TO MAKE EXCELLENT EDUCATION FOR ALL CHILDREN A REALITY, AND THE THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION IN BOSTON, WHICH FOCUSES ON EARLY CARE IN EDUCATION AND FUNDING FOR QUALITY EDUCATION. GERARD AND LILO LEEDS ARE BOTH IMMIGRANTS TO THE UNITED STATES, AND CONSIDER THEIR WORK IN EDUCATION A WAY TO RETURN TO SOCIETY SOME OF THE BUSINESS AND PERSONAL SUCCESS THAT AMERICA HAS ALLOWED THEM TO ACHIEVE. GERARD AND LILO LEEDS ARE RECIPIENTS OF A LARGE NUMBER OF CIVIC AWARDS, INCLUDING SOCIALLY RESPONSIBLE ENTREPRENEURS OF THE YEAR, LIA HUMANITARIAN AWARD, OUTSTANDING PHILANTHROPISTS OF THE YEAR FOR NSFRE/L.I., WERE HONORED BY THE URBAN LEAGUE OF L.I., THE NYS CHAPTER OF NAACP, THE NYS UNITED TEACHERS ASSOCIATION, AND THE AMERICAN JEWISH COMMITTEE. THEY WERE CITED BY NEWSDAY IN ITS REPORT ON "100 WHO SHAPED A CENTURY". MR. LEEDS HOLDS A BACHELOR OF ARTS AND SCIENCE AND AN HONORARY DOCTORATE FROM ADELPHI UNIVERSITY, AND A MASTERS OF ARTS AND AN HONORARY DOCTORATE FROM THE STATE UNIVERSITY OF NEW YORK AT STONYBROOK. HE HAS TAUGHT MANAGEMENT AT LONG ISLAND UNIVERSITY AND HOFSTRA UNIVERSITY, AND LECTURES ANNUALLY TO MBA STUDENTS ON SOCIALLY RESPONSIBLE BUSINESS MANAGEMENT. MARIA JOBIN-LEEDS: AS CO-FOUNDER AND MANAGING PARTNER OF THE JOBIN-LEEDS PARTNERSHIP FOR DEMOCRACY AND EDUCATION, LLC, MARIA WITH HER SPOUSE GREG PLANS AND DIRECTS THE FIRM'S RESEARCH, INVESTMENTS, PROGRAMS, CLIENT SERVICES, GRANTS MANAGEMENT, STRATEGIC ALLIANCES, COMMUNICATIONS AND OPERATIONS. SHE IS LEADING THE PARTNERSHIP'S FORMATION OF A PIPELINE FOR PROGRESSIVE WOMEN CANDIDATES IN MASSACHUSETTS. FOR MORE THAN A DECADE, MARIA HAS MARSHALED RESOURCES FOR CANDIDATES AND BALLOT QUESTIONS THAT MOTIVATE THE ELECTORATE AND SPEAK TO ISSUES THAT ARE IMPORTANT TO LOW INCOME COMMUNITIES, AFRICAN AMERICANS, LATINOS, IMMIGRANTS AND WOMEN. MARIA'S CAREER IN PHILANTHROPY AND CIVIC ENGAGEMENT BEGAN AT AN EARLY AGE FROM WATCHING AND HELPING HER PARENTS IN THEIR EFFORTS ON CIVIL RIGHTS AND FEMINISM AND GLOBAL CITIZENSHIP. SHE WAS BORN AND LIVED IN PUERTO RICO AS A CHILD, AND SHE SPENT TIME IN THE SUDAN AS A COLLEGE STUDENT, WHERE HER EDUCATION ABOUT THE PRIVILEGES OF CLASS, RACE AND GENDER BEGAN. MARIA STARTED HER EDUCATION CAREER AS A HEALTH AND BIOLOGY TEACHER IN A PAROCHIAL, INNER-CITY HIGH SCHOOL. SHE SPENT THE FIRST TEN YEARS OF THE HIV/AIDS EPIDEMIC PROVIDING COUNSELING TO PEOPLE TESTING POSITIVE FOR HIV AND TRAINING AIDS EDUCATORS. SHE CAME TO UNDERSTAND THAT ONLY BY ADDRESSING A ROOT CAUSE OF THE EPIDEMIC - THE LACK OF POLITICAL POWER ON THE PART OF PEOPLE AFFECTED - WOULD THERE BE ANY CHANCE FOR SUCCESS IN CURBING THE PROBLEM. IN 1999, MARIA FOUNDED THE ACCESS STRATEGIES FUND. AS CHAIR, WITH THE BOARD AND STAFF, THEY ADDRESS THE POLITICAL ROOT CAUSES OF SOCIAL AND ECONOMIC DISPARITIES. ACCESS STRATEGIES FUNDS AND ASSISTS COMMUNITY BASED ORGANIZATIONS IN UNDERREPRESENTED, LOW-INCOME, COMMUNITIES OF COLOR AND WOMEN'S COMMUNITIES TO MAKE THEIR VOICES HEARD IN THE CREATION OF SOUND PUBLIC POLICIES IN MASSACHUSETTS. THIS COLLABORATIVE, MOVEMENT BUILDING WORK HAS PRODUCED LARGE INCREASES IN VOTER TURNOUT IN URBAN AFRICAN AMERICAN, LATINO AND IMMIGRANT COMMUNITIES IN THE COMMONWEALTH. MARIA RELISHES AND ENCOURAGES THE NOW FREQUENT WINNING CANDIDATES RESULTING FROM COMMUNITY ORGANIZING AND INCREASED VOTER TURNOUT SUPPORTED BY ACCESS AND SHE LOOKS FORWARD TO THE RESULTING SHIFTS IN POLICY AND BUDGET PRIORITIES. MARIA'S STRATEGY IS TO BUILD ORGANIZATIONAL CAPACITY FOR PROGRESSIVES AND TO HELP CREATE OPPORTUNITY FOR THESE PERSONNEL TO BECOME LEADERS AND THEIR ORGANIZATIONS AND ISSUES TO BECOME MAINSTREAM AND PROVIDE FOR THE COMMON GOOD. MARIA HELPED FOUND THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION IN 1991, SHAPING MISSION, STRATEGY, BOARD, SENIOR STAFF AND OUTCOMES, MOST RECENTLY AS CHAIR OF THE STRATEGY COMMITTEE. SCHOTT SUPPORTS THE MOVEMENT FOR HIGH QUALITY EDUCATION BY ELEVATING THE LEADERSHIP OF WOMEN AND SUPPORTING THE GRASSROOTS, BRINGING NATIONAL ATTENTION TO SYSTEMIC DISCRIMINATION AGAINST BLACK BOYS, AND LEADING FUNDING EFFORTS TO BETTER NURTURE ALL CHILDREN. MARIA WAS A GRANTS ADVISOR TO TIDES FOUNDATION VOTER ACTION FUND AND IS ON THE BOARD OF CAMPAIGN FOR AMERICA'S FUTURE/IAF. THE FORMER COMMONWEALTH COALITION OF MASSACHUSETTS BOARD ALSO SOLICITED HER MEMBERSHIP. SHE HAS ADVISED DONORS AND FOUNDATIONS FOCUSED ON ELECTORAL ENGAGEMENT, AND LED WORKSHOPS AT FOUNDATION CONFERENCES SHOWCASING THE WORK OF GRANTEE PARTNERS IN CIVIC ENGAGEMENT. HER FINANCIAL INVESTMENT ACUMEN MARRIES SOCIALLY-RESPONSIBLE INVESTING WITH ABOVE-AVERAGE RETURNS. SHE IS RECOGNIZED BY THE CRITICAL IMPACT AWARD FROM THE COUNCIL ON FOUNDATIONS TO SCHOTT, THE MONSIGNOR ROMERO AWARD FROM THE FOUNDATION FOR SELF SUFFICIENCY IN CENTRAL AMERICA (FSSCA), AND THE MORGENTHAU AWARD FOR HUMAN RIGHTS FROM THE CAMBRIDGE CITY DEMOCRATIC COMMITTEE. SHE WAS A 2008 RECIPIENT OF THE CENTER FOR COMMUNITY CHANGE CHAMPION AWARD HONORING HER EFFORTS IN IMMIGRANT AND POOR PEOPLE'S CIVIC ADVANCEMENT. MARIA HELPED TO ESTABLISHED YOUNG SISTERS FOR JUSTICE AT THE BOSTON WOMEN'S FUND, GETTING GIRLS TO DIRECT PHILANTHROPY TO GIRLS. MARIA EARNED A MASTERS DEGREE FROM THE HARVARD GRADUATE SCHOOL OF EDUCATION AND BACHELOR'S DEGREE FROM COLBY COLLEGE. MAISIE CHIN: MAISIE CHIN IS CO-FOUNDER AND CURRENT DIRECTOR OF CADRE-COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION, AN INDEPENDENT, GRASSROOTS PARENT MEMBERSHIP ORGANIZATION IN SOUTH LOS ANGELES COMPRISED OF LOW-INCOME AFRICAN AMERICAN AND LATINO PARENTS/CAREGIVERS. AFTER WORKING IN A K-16 INSTITUTIONAL AND FOUNDATION COLLABORATION AROUND EDUCATION REFORM FOR OVER SIX YEARS, MS. CHIN AND A SOUTH LA PARENT LAUNCHED CADRE IN 2001. CADRE'S MISSION IS TO SOLIDIFY AND ADVANCE PARENT LEADERSHIP TO ENSURE THAT ALL CHILDREN ARE RIGHTFULLY EDUCATED REGARDLESS OF WHERE THEY LIVE.	GeneralExplanation
General Explanation	SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THROUGH HUMAN RIGHTS-BASED COMMUNITY ORGANIZING AND POLICY ADVOCACY, CADRE PARENT LEADERS ARE FIGHTING TO END THE PUSHOUT OF LOW-INCOME FAMILIES OF COLOR FROM PUBLIC SCHOOLS AND THE SCHOOL-TO-PRISON PIPELINE. UNDER MS. CHIN'S LEADERSHIP CADRE HAS SUCCESSFULLY INFLUENCED POLICY AT THE LOCAL SCHOOL DISTRICT LEVEL AND IS MOVING TOWARDS ADDRESSING STATE AND NATIONAL POLICIES USING THE HUMAN RIGHTS FRAMEWORK. RECENTLY IN FEBRUARY 2007, CADRE'S PARENT-LED RIGHT TO EDUCATION CAMPAIGN ACHIEVED A MAJOR VICTORY WHEN ITS HUMAN RIGHTS DOCUMENTATION, PEOPLE'S HEARING, ADVOCACY, AND MEDIA WORK SIGNIFICANTLY HELPED ENSURE THE LOS ANGELES UNIFIED SCHOOL DISTRICT'S PASSAGE OF A NEW DISTRICT-WIDE SCHOOL DISCIPLINE POLICY BASED ON POSITIVE BEHAVIOR SUPPORT. THIS SUCCESS HAS POSITIONED CADRE'S GRASSROOTS PARENT LEADERS TO EXERT LEADERSHIP IN BROADER HUMAN RIGHTS/SOCIAL JUSTICE MOVEMENT BUILDING IN MULTIPLE POLICY ARENAS. MS. CHIN IS A NATIVE CALIFORNIAN AND CHILD OF CHINESE IMMIGRANTS. SHE HAS BEEN PART OF THE EDUCATIONAL AND SOCIAL JUSTICE MOVEMENT FOR 16 YEARS, DEDICATED TO FIGHTING INSTITUTIONAL RACISM BY PROTECTING AND TRANSFORMING PUBLIC EDUCATION IN LOW-INCOME NEIGHBORHOODS OF COLOR. SHE ALSO HAS 18 YEARS OF EXPERIENCE IN FACILITATION, TRAINING, AND ORGANIZATIONAL DEVELOPMENT. MS. CHIN HOLDS BOTH A BACHELORS OF ARTS IN HISTORY AND A MASTERS OF ARTS IN URBAN PLANNING - COMMUNITY DEVELOPMENT FROM THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. IN ADDITION TO DIRECTING CADRE, MS. CHIN IS ALSO AN INDEPENDENT CONSULTANT AND SERVES ON THE BOARD OF DIRECTORS OF JUSTICE MATTERS, A NATIONAL RACIAL JUSTICE POLICY AND RESEARCH ORGANIZATION BASED IN SAN FRANCISCO, CALIFORNIA. JACKIE JENKINS-SCOTT: ON JULY 1, 2004, JACKIE JENKINS-SCOTT BECAME THE 13TH PRESIDENT OF WHEELOCK COLLEGE, A PRIVATE COLLEGE WITH A MISSION TO IMPROVE THE LIVES OF CHILDREN AND FAMILIES. MS. JENKINS-SCOTT RECEIVED HER B.S. DEGREE FROM EASTERN MICHIGAN UNIVERSITY, A MASTERS OF SOCIAL WORK FROM BOSTON UNIVERSITY SCHOOL OF SOCIAL WORK, AND COMPLETED A POST GRADUATE RESEARCH FELLOWSHIP AT RADCLIFFE COLLEGE. IN 2003, MS. JENKINS-SCOTT RECEIVED AN HONORARY DOCTORATE DEGREE IN EDUCATION FROM WHEELOCK COLLEGE WHEN SHE SERVED AS THE COMMENCEMENT SPEAKER. IN ADDITION TO WHEELOCK, SHE HOLDS HONORARY DOCTORATE DEGREES FROM SUFFOLK UNIVERSITY, NORTHEASTERN UNIVERSITY, BENTLEY COLLEGE AND MOUNT IDA COLLEGE. FROM 1983 UNTIL 2004, MS. JENKINS-SCOTT SERVED AS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE DIMOCK COMMUNITY HEALTH CENTER IN ROXBURY, MASSACHUSETTS. PRIOR TO JOINING DIMOCK, SHE HELD SEVERAL POSITIONS WITH THE COMMONWEALTH OF MASSACHUSETTS, DEPARTMENTS OF PUBLIC AND MENTAL HEALTH. AS A COMMUNITY LEADER, PUBLIC HEALTH ADVOCATE AND INNOVATIVE ADMINISTRATOR, SHE HAS BEEN A NATIONALLY KNOWN FIGURE FOR NEARLY THIRTY YEARS. MS. JENKINS-SCOTT HAS SERVED ON MANY PROFESSIONAL, CIVIC AND COMMUNITY BOARDS AND COMMITTEES. SHE CURRENTLY SERVES ON THE BOARD OF DIRECTORS OF THE BOSTON FOUNDATION, THE KENNEDY LIBRARY FOUNDATION AND MUSEUM, THE BOSTON PLAN FOR EXCELLENCE AND WGBH. SHE ALSO SERVES ON THE BOARD OF DIRECTORS OF CENTURY BANK AND TRUST COMPANY AND THE TUFTS HEALTH PLAN. IN APRIL 2007, BOSTONS MAYOR THOMAS M. MENINO SELECTED MS. JENKINS-SCOTT TO CO-CHAIR HIS SCHOOL READINESS ACTION PLANNING TEAM, CHARGED WITH DEVELOPING SPECIFIC STRATEGIES TO PREVENT THE ACHIEVEMENT GAP AMONG THE NEXT GENERATION OF STUDENTS. MS. JENKINS-SCOTT WAS ASKED BY GOVERNOR DEVAL L. PATRICK TO CO-CHAIR THE 'READINESS PROJECT,' THE GROUP RESPONSIBLE FOR DEVELOPING A 10-YEAR STRATEGIC PLAN TO IMPLEMENT THE VISION FOR EDUCATION IN THE COMMONWEALTH OF MASSACHUSETTS AS OUTLINED BY GOVERNOR PATRICK IN A JUNE 2007 SPEECH. MS. JENKINS-SCOTT HAS RECEIVED NUMEROUS AWARDS AND CITATIONS INCLUDING THE 2005 ASSOCIATED INDUSTRIES OF MASSACHUSETTS LEGACY OF LEADERSHIP AWARD, 2004 PINNACLE LIFETIME ACHIEVEMENT AWARD FROM THE GREATER BOSTON CHAMBER OF COMMERCE AND THE 2004 DISTINGUISHED ALUMNI AWARD FROM BOSTON UNIVERSITY. IAN INABA: IAN INABA IS AN ACCOMPLISHED FILMMAKER, ORGANIZER, AND NEW MEDIA EXPERT. AS CO-EXECUTIVE DIRECTOR OF CITIZEN ENGAGEMENT LAB, HE HAS GUIDED THE INCUBATION OF VARIOUS PROJECTS INCLUDING PRESENTE.ORG, THE LEADING ONLINE ADVOCACY ORGANIZATION FOCUSED ON THE CONCERNS OF LATINO COMMUNITIES. PREVIOUSLY, HE CO-FOUNDED VIDEOTHEVOTE.ORG, A NATIONWIDE NETWORK OF CITIZEN JOURNALISTS THAT MONITOR ELECTION IRREGULARITIES AND HAS AIDED THE GROWTH OF COLOROFCHANGE.ORG, THE LARGEST ONLINE CONSTITUENCY REPRESENTING THE CONCERNS OF BLACK AMERICA AND GETEQUAL.ORG, AN ORGANIZING PROJECT CALLING FOR LGBTQ EQUALITY. IAN DIRECTED AND EDITED THE 2006 SUNDANCE AWARD-WINNING DOCUMENTARY AMERICAN BLACKOUT, CHRONICLING VOTER SUPPRESSION. HE WROTE, DIRECTED, AND PRODUCED EMINEM'S MUSIC VIDEO "MOSH" WHICH WAS VIEWED OVER 10 MILLION TIMES ONLINE AND NOMINATED FOR AN MTV VIDEO MUSIC AWARD. HE ALSO CO-AUTHORED THE BOOK TRUE LIES WHICH WAS PUBLISHED BY PENGUIN/PLUME. IAN WAS PREVIOUSLY DIRECTOR OF CORPORATE DEVELOPMENT FOR CHECKPOINT SOFTWARE TECHNOLOGIES (NASD:CHKP) AND AN INVESTMENT BANKER WITH ROBERTSON, STEPHENS AND COMPANY. HE IS A GRADUATE OF THE WHARTON SCHOOL OF BUSINESS AND THE SCHOOL OF ENGINEERING AND APPLIED SCIENCE AT THE UNIVERSITY OF PENNSYLVANIA. DEBORAH LABELLE: DEBORAH LABELLE IS AN ATTORNEY, PROFESSOR, WRITER AND ADVOCATE WHO FOCUSES ON THE HUMAN RIGHTS OF PEOPLE IN DETENTION. HER HOME BASE IS ANN ARBOR, MICHIGAN, BUT HER ADVOCACY EVIDENCES A COMMITMENT THAT IS DEFINED BY THE HIGHEST PRINCIPLES OF HUMAN RIGHTS THAT TRANSCEND NATIONAL BORDERS. SHE HAS BEEN LEAD COUNSEL IN OVER A DOZEN CLASS ACTIONS THAT HAVE SUCCESSFULLY CHALLENGED POLICIES AFFECTING THE TREATMENT OF INCARCERATED MEN, WOMEN AND JUVENILES AND THEIR FAMILIES. SHE HAS REPRESENTED CLIENTS BEFORE THE UNITED STATES SUPREME COURT AND IN INTERNATIONAL FORUMS. MS. LABELLE WAS THE FIRST AMERICAN RECOGNIZED BY HUMAN RIGHTS WATCH AS A HUMAN RIGHTS MONITOR, FOR HER WORK ON BEHALF OF INCARCERATED WOMEN AND GIRLS. HER PUBLICATIONS INVOLVING HUMAN RIGHTS OF WOMEN IN DETENTION, INCLUDE WOMEN AT THE MARGINS, NEGLECT, PUNISHMENT AND RESISTANCE (HAWORTH, 2002); ENSURING RIGHTS FOR ALL: REALIZING HUMAN RIGHTS FOR PRISONERS IN BRINGING HUMAN RIGHTS HOME (PRAEGER PRESS, 2008); AND BRINGING HUMAN RIGHTS HOME TO THE WORLD OF DETENTION (COLUMBIA HUMAN RIGHTS LAW REVIEW ARTICLE, VOL. 40.1, FALL 2008). ATTORNEY LABELLE IS A SENIOR SOROS JUSTICE FELLOW AND, IN ADDITION TO HER PRIVATE PRACTICE, DIRECTOR OF THE AMERICAN CIVIL LIBERTIES UNION'S JUVENILE LIFE WITHOUT PAROLE INITIATIVE. MS. LABELLE IS A RECIPIENT OF MICHIGAN'S STATE BAR CHAMPION OF JUSTICE AWARD, RECOGNIZED AS ONE OF MICHIGAN'S TOP LAWYERS AND RECEIVED THE NATIONAL TRIAL LAWYER OF THE YEAR AWARD FROM PUBLIC INTEREST (2008) AND NATIONAL LAWYER GUILD, LAW FOR THE PEOPLE (2008). SHE HAS BEEN INTERVIEWED BY TERRY GROSS ON FRESH AIR, NPR RADIO, ON HUMAN RIGHTS, WOMEN'S RIGHTS, APPEARED ON JUSTICE TALKING WITH NPR'S MARGOT ADLER, AND HAS MADE NUMEROUS OTHER BROADCAST MEDIA APPEARANCES ON JUSTICE AND HUMAN RIGHTS ISSUES. SHE HAS ALSO RECEIVED THE WADE HAMPTON MCCREE JR. AWARD FOR THE ADVANCEMENT OF SOCIAL JUSTICE PRESENTED BY THE FEDERAL BAR (2009) AND THE SUSAN B. ANTHONY AWARD FROM THE UNIVERSITY OF MICHIGAN (2010). IN HER MOST RECENT CASE, MS. LABELLE REFORMED THE LAW FOR WOMEN IN PRISON TO PREVENT THE RAPE AND ABUSE OF WOMEN IN A PRISON IN MICHIGAN, A CASE THAT PROMPTED THE JURY TO OFFER AN APOLOGY TO THE WOMEN ON BEHALF OF THE PEOPLE OF THE STATE OF MICHIGAN. ALVIN LOUIS STARKS: ALVIN LOUIS STARKS IS A PROGRESSIVE RACIAL JUSTICE RESEARCHER AND ADVOCATE WHO WORKS IN PHILANTHROPY AND CIVIL RIGHTS ADVOCACY TO ADDRESS ISSUES OF SYSTEMIC INEQUALITY. ALVIN'S VISIONARY LEADERSHIP AND INNOVATIVE PHILANTHROPIC RESEARCH SUPPORTS A NEW GENERATION OF IDEAS AND ORGANIZATIONS TO EXPLORE THE INTERSECTIONS OF HUMAN RIGHTS, RACIAL JUSTICE, CROSS MOVEMENT BUILDING AND GENDER EQUITY. ALVIN HAS WRITTEN NUMEROUS REPORTS AND STRATEGY PAPERS FOR DONORS AND FOUNDATIONS EXPLORING PROGRESSIVE ACTIVITIES TO STRENGTHEN SOCIAL CHANGE. ALVIN HAS AN EXTENSIVE PHILANTHROPIC BACKGROUND THAT HAS GRANTED HIM THE UNIQUE PRIVILEGE TO WORK AT SEVERAL LEADING FOUNDATIONS. FOR OVER EIGHT YEARS, ALVIN WORKED AT THE OPEN SOCIETY INSTITUTE AND IN 2004 CREATED AND DIRECTED THE OPEN SOCIETY INSTITUTE'S RACIAL JUSTICE INITIATIVE. BEFORE JOINING OSI, ALVIN HELD THE POSITION OF SENIOR PROGRAM OFFICER FOR RACIAL JUSTICE AND GENDER IDENTITY AT THE ARCUS FOUNDATION. THERE HIS WORK FOCUSED ON BUILDING THE FOUNDATION'S MISSION TO ADVANCE THE INTERSECTIONS OF RACE, SEXUALITY AND GENDER IDENTITY. IN LATE 2009, ALVIN BEGAN WORK WITH THE NATIONAL NAACP TO ENCOURAGE NEW PROGRESSIVE ADVOCACY AND BUILD PHILANTHROPIC ENGAGEMENT. ALVIN RECEIVED HIS FORMAL EDUCATION FROM THE STATE UNIVERSITY OF NEW YORK AND COLUMBIA UNIVERSITY IN NEW YORK CITY. HE SITS ON SEVERAL NON-PROFIT BOARDS.	GeneralExplanation
General Explanation	SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: DR. ANTONIA DARDER IS AN INTERNATIONALLY RECOGNIZED CRITICAL SCHOLAR. SHE HOLDS THE LEAVEY PRESIDENTIAL CHAIR OF ETHICS AND MORAL LEADERSHIP AT LOYOLA MARYMOUNT UNIVERSITY, LOS ANGELES AND IS PROFESSOR EMERITA OF EDUCATION POLICY, ORGANIZATION AND LEADERSHIP AT THE UNIVERSITY OF ILLINOIS URBANA CHAMPAIGN. HER SCHOLARSHIP FOCUSES ON ISSUES OF RACISM, POLITICAL ECONOMY, EDUCATION, SOCIAL JUSTICE, AND SOCIETY. ANTONIA IS THE AUTHOR OF CULTURE AND POWER IN THE CLASSROOM AND REINVENTING PAULO FREIRE: A PEDAGOGY OF LOVE, NAMED OUTSTANDING BOOK IN CURRICULUM FOR 2001-2002 BY THE AMERICAN EDUCATIONAL RESEARCH ASSOCIATION. SHE IS ALSO CO-AUTHOR OF AFTER RACE: RACISM AFTER MULTICULTURALISM. SHE IS THE EDITOR OF CULTURE AND DIFFERENCE AND CO-EDITOR OF LATINOS AND EDUCATION; THE LATINO STUDIES READER: CULTURE, ECONOMY AND SOCIETY, AND THE CRITICAL PEDAGOGY READER, CONSIDERED A PREMIER TEXT FOR ITS USE IN FOUNDATIONS COURSES. THIS YEAR, THE 20TH ANNIVERSARY EDITION OF CULTURE AND POWER IN THE CLASSROOM WAS RELEASED, AS WELL AS A DISSIDENT VOICE: ESSAY ON CULTURE, PEDAGOGY, AND POWER, A TWENTY-YEAR RETROSPECTIVE OF HER WRITINGS, WHICH INCLUDES HER POETRY. BEYOND HER SCHOLARLY EFFORTS, ANTONIA IS AN ACTIVIST AND VISUAL ARTIST, WHO HAS PARTICIPATED IN A VARIETY OF GRASSROOTS EFFORTS TIED TO EDUCATIONAL RIGHTS, WORKER'S RIGHTS, BILINGUAL EDUCATION, WOMEN'S ISSUES, ENVIRONMENTAL JUSTICE, AND IMMIGRANT RIGHTS. IN THE 1990S, SHE CONVENED EDUCATORS FROM ACROSS THE STATE TO ESTABLISH THE CALIFORNIA CONSORTIUM OF CRITICAL EDUCATORS (CCCE), A MEMBER SUPPORTED RADICAL TEACHERS' ORGANIZATION COMMITTED TO AN EDUCATIONAL VISION OF SCHOOLING INTIMATELY LINKED TO SOCIAL JUSTICE, HUMAN RIGHTS, AND ECONOMIC DEMOCRACY. IN 2005, SHE ESTABLISHED A RADIO COLLECTIVE WITH STUDENTS AND COMMUNITY MEMBERS WHO PRODUCED LIBERACION!, A PUBLIC AFFAIRS RADIO PROGRAM ON WEFT. AS A MEMBER OF THE CHAMPAIGN URBANA INDEPENDENT MEDIA CENTER, SHE WAS ACTIVE AS A COMMUNITY JOURNALIST WITH THE PUBLIC I. IN 2007, SHE WORKED WITH GRADUATE STUDENTS ON AN AWARD WINNING DOCUMENTARY, BREAKING SILENCE: THE PERVASIVENESS OF OPPRESSION THAT EXAMINED THE PERSISTENCE OF INEQUALITY AT THE UNIVERSITY. ANTONIA WAS BORN IN PUERTO RICO AND RAISED IN EAST LOS ANGELES. AS A YOUNG SINGLE MOTHER OF THREE CHILDREN AND LIVING ON WELFARE, SHE COMPLETED HER STUDIES IN NURSING AT PASADENA CITY COLLEGE. SHE ATTENDED CALIFORNIA STATE UNIVERSITY LOS ANGELES AND THEN PACIFIC OAKS COLLEGE WHERE SHE STUDIED HUMAN DEVELOPMENT WITH A FOCUS ON MARRIAGE AND FAMILY THERAPY. SHE EARNED HER DOCTORAL DEGREE IN PHILOSOPHY OF EDUCATION FROM CLAREMONT GRADUATE UNIVERSITY. ANTONIA'S SCHOLARSHIP HAS BEEN DEEPLY INFLUENCED BY HER ACQUAINTANCE WITH RENOWNED BRAZILIAN EDUCATOR PAULO FREIRE, WHOSE IDEAS ON SCHOOLING AND SOCIETY PROFOUNDLY SHAPED THE DIRECTION OF HER EARLY WORK. TODAY, ANTONIA IS MOTIVATED TO PERSIST IN THE STRUGGLE FOR UNIVERSAL HUMAN RIGHTS BY HER FOUR GRANDDAUGHTERS AND THE OTHER CHILDREN OF OUR TIME, WHO WILL BE FORCED TO CONTEND WITH WORLD WE WILL LEAVE BEHIND.	GeneralExplanation
General Explanation	SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 4. PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. TREAS. REG. 1.170A-9(F)(3)(VI). BY DISSEMINATING ITS RESEARCH THROUGH PUBLICATIONS AND CONFERENCES, THE SCHOTT FOUNDATION SHARES ITS SCHOLARSHIP AND POLICY RECOMMENDATIONS REGARDING PUBLIC EDUCATION IN THIS COUNTRY IN THE HOPE OF CLOSING THE OPPORTUNITY GAP TO ENSURE THAT ALL CHILDREN HAVE EQUAL ACCESS TO A HIGH QUALITY PRE-K THROUGH 12TH GRADE EDUCATION. TREAS. REG. 1.170A-9(F)(3)(VI)(B) PROVIDES THAT "AN ORGANIZATION [THAT] IS AN EDUCATIONAL OR RESEARCH INSTITUTION WHICH REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES AND UNIVERSITIES OR BY MEMBERS OF THE GENERAL PUBLIC WILL ALSO BE CONSIDERED EVIDENCE THAT SUCH ORGANIZATION IS "PUBLICLY SUPPORTED." FURTHERMORE, TREAS. REG. 1.170A-9(F)(3)(VI)(C) PROVIDES THAT "THE PARTICIPATION IN, OR SPONSORSHIP OF, THE PROGRAMS OF THE ORGANIZATION BY MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWELDGE OR EXPERTISE, PUBLIC OFFICEALS, OR CIVIC OR COMMUNITY LEADERS" WILL BE CONSIDERED EVIDENCE THAT AN ORGANIZATION IS "PUBLICALY SUPPORTED." THE FOUNDATION CLEARLY MEETS BOTH OF THESE STANDARDS. FOR EXAMPLE, FROM NOVEMBER 5-7, 2009, THE FOUNDATION HOSTED ITS 2ND ANNUAL OPPORTUNITY TO LEARN SUMMIT, ENTITLTED "BUILDING A NATIONAL MOVEMENT TO CLOSE THE OPPORTUNITY GAP." THE SUMMIT WAS DESIGNED TO PROVIDE A PLATFORM FOR PHILANTHROPIC PARTNERS, GRASSROOTS COMMUNITY ADVOCATES, FEDERAL AND STATE POLICYMAKERS, YOUTH ORGANIZERS AND RESEARCHERS TO SHARE CRITICAL ADVOCACY STRATEGIES, FUNDING APPROACHES AND NETWORKS TO BUILD A STATE AND NATIONAL MOVEMENT TO PROVIDE ALL STUDENTS AN OPPORTUNITY TO LEARN. FEATURED SPEAKERS INCLUDED GOVERNMENT OFFICIALS (RUSSLYN ALI, ASSISTANT SECRETARY FOR CIVIL RIGHTS, US DEPARTMENT OF EDUCATION; CONGRESSMAN CHAKA FATTAH, US HOUSE OF REPRESENTATIVES), PROMINENT COMMUNITY LEADERS (STEPHANIE ELAM, ANCHOR, CNN; CHARLES OGLETREE, HARVARD LAW SCHOOL PROFESSOR OF LAW), LEADERS IN THE PHILANTHROPIC COMMUNITY (GAIL CHRISTOPHER, VICE PRESIDENT FOR PROGRAMS, WK KELLOGG FOUNDATION, DR. FRED FRELOW, EDUCATION AND SCHOLARSHIP PROGRAM OFFICER, FORD FOUNDATION) AND EDUCATION LEADERS (DR. LINDA DARLING HAMMOND, PROFESSOR OF EDUCATION, STANFORD UNIVERSITY; JOHN STOCKS, DEPUTY EXECUTIVE DIRECTOR, NATIONAL EDUCATION ASSOCIATION). A REVIEW OF THE FOUNDATION'S WEBSITE REVEALS NUMEROUS PUBLICATIONS AND REPORTS, AVAILABLE IN PDF FORMAT FOR ANY INTERESTED READER TO DOWNLOAD, IN THE FOLLOWING CATEGORIES: * OPPORTUNITY TO LEARN (E.G., LOST OPPORTUNITY: A 50-STATE REPORT ON THE OPPORTUNITY TO LEARN IN AMERICA, PUBLISHED IN MAY 2009). * A POSITIVE FUTURE FOR BLACK BOYS (E.G., GIVEN HALF A CHANCE: THE SCHOTT 50 STATE REPORT ON PUBLIC EDUCATION FOR BLACK MALES, PUBLISHED IN JULY 2008). * THE SCHOTT FELLOWSHIP ON EARLY CARE AND EDUCATION (E.G., ENSURING HIGH QUALITY EARLY EDUCATION FOR ALL CHILDREN IN THE COMMONWEALTH OF MASSACHUSETTS, PUBLISHED IN JUNE 2005). * PUBLIC POLICY AND LEADERSHIP (E.G., PEER-LED PROFESSIONAL DEVELOPMENT FOR EQUITY AND DIVERSITY: A REPORT FOR TEACHERS AND ADMINISTRATORS BASED ON FINDINGS FROM THE SEED PROJECT, PUBLISHED IN MAY 2007). * GENDER EQUITY (E.G., KEEPING SCORE: GIRLS' PARTICIPATION IN HIGH SCHOOL ATHLETICS IN MASSACHUSETTS, PUBLISHED IN FEBRUARY 2004). THE FOUNDATION ALSO SERVES ITS MISSION BY MAKING GRANTS TO PUBLIC CHARITIES THAT PROMOTE EQUITY IN EDUCATION. RECENT GRANTEES INCLUDE: THE DONOR'S EDUCATION COLLABORATIVE (DEC) IS A JOINT GRANTMAKING EFFORT THAT SUPPORTS COMMUNITY ENGAGEMENT AROUND KEY POLICY REFORMS TO ATTAIN AN EQUITABLE NEW YORK CITY PUBLIC SCHOOL SYSTEM AND MAKE IT RESPONSIVE TO THE NEEDS OF ALL CHILDREN. THIS GRANT PROVIDES FUNDS TO DEC TO CONTINUE ITS GRANTMAKING OPERATIONS TO SUPPORT ORGANIZATIONS THAT USE CONSTITUENCY BUILDING AND RESEARCH TO ADVOCATE FOR SYSTEMIC CHANGES THAT IMPROVE TEACHING EFFECTIVENESS, INCREASE COLLEGE READINESS, AND SUPPORT THE DEVELOPMENT OF A LEARNING COMMUNITY. RURAL COMMUNITY ALLIANCE (RCA) IS A MEMBERSHIP BASED ORGANIZATION OF PARENTS, COMMUNITY MEMBERS, YOUTH, EDUCATORS, LOCAL BUSINESS OWNERS, LOCAL ELECTED OFFICIALS, AND STATE POLICY MAKERS OPERATING IN RURAL ARKANSAS. THE COMMON PURPOSE OF MEMBERS IS TO CREATE A PROSPEROUS FUTURE FOR RURAL AND COMMUNITY SCHOOLS BY INCREASING THEIR ABILITY TO ADVOCATE, THEIR AWARENESS ON THE IMPORTANCE OF RURAL SCHOOLS, AND HELPING THEM TO UNITE THEIR VOICES ON STATE-WIDE INITIATIVES. MASSACHUSETTS BUDGET AND POLICY CENTER (MBPC) IS AN ORGANIZATION THAT ANALYZES BUDGETS AND TAXES FROM A PROGRESSIVE PERSPECTIVE. MBPC PROVIDES TO THE PUBLIC, GRASSROOTS, AND ADVOCACY GROUPS HELPFUL INFORMATION AND ANALYSIS OF STATE ECONOMIC POLICIES AND HELPS ENSURE THAT THE IMPACT OF POLICY CHOICES ON LOW AND MODERATE INCOME RESIDENTS IS FRONT AND CENTER IN THE PUBLIC DEBATE. THIS GRANT SUPPORTS THE CREATION OF A MEMO ON OPTIONS TO GENERATE REVENUE FOR BUILDING EDUCATIONAL SYSTEMS THAT PROVIDE EVERY CHILD WITH A MEANINGFUL OPPORTUNITY TO LEARN.	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	35000	FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

Field	Value	IRS element (for citing)
Filing Organizations Totals	15000	FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	50000	FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	4423706	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	4473706	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	373685	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	93421	FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

Field	Value	IRS element (for citing)
Filing Organizations Totals	0	FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	372170	CurrentYearMinus3
Current Year Minus2	357387	CurrentYearMinus2
Current Year Minus1	390072	CurrentYearMinus1
Current Year	373685	CurrentYear
Total	1493314	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$2,239,971	LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

Field	Value	IRS element (for citing)
Current Year Minus2	105000	CurrentYearMinus2
Current Year Minus1	75000	CurrentYearMinus1
Current Year	50000	CurrentYear
Total	230000	Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	93043	CurrentYearMinus3
Current Year Minus2	89347	CurrentYearMinus2
Current Year Minus1	97518	CurrentYearMinus1
Current Year	93421	CurrentYear
Total	373329	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$559,994	GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

Field	Value	IRS element (for citing)
Current Year Minus2	40000	CurrentYearMinus2
Current Year Minus1	40000	CurrentYearMinus1
Current Year	35000	CurrentYear
Total	115000	Total

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	6435545	BeginningOfYearBalance
Investment Earnings Or Losses	793568	InvestmentEarningsOrLosses
Other Expenditures	616825	OtherExpenditures
End Of Year Balance	6612288	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1061270	BeginningOfYearBalance
Contributions	5000000	Contributions
Investment Earnings Or Losses	374275	InvestmentEarningsOrLosses
End Of Year Balance	6435545	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	843591	BeginningOfYearBalance
Investment Earnings Or Losses	217679	InvestmentEarningsOrLosses
End Of Year Balance	1061270	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1056647	BeginningOfYearBalance
Investment Earnings Or Losses	136944	InvestmentEarningsOrLosses
Other Expenditures	350000	OtherExpenditures
End Of Year Balance	843591	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	1254137	BeginningOfYearBalance
Investment Earnings Or Losses	-197490	InvestmentEarningsOrLosses
End Of Year Balance	1056647	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.18090	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.00000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.81910	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	107531	OtherCostOrOtherBasis
Depreciation	61461	Depreciation
Book Value	46070	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	46070	TotalOfBookValueLandBuildings
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	2705860	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	455426	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	455426	RevenueNotRptdF990
Revenue Subtotal	2250434	RevenueSubtotal
Investment Expenses Not Included	41455	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	41455	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	2291889	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4524263	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	4524263	ExpensesSubtotal
Investment Expenses Not Included2	41455	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	41455	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	4565718	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST 3 YEARS.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (41 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant	Address Line2AddressUS/AddressLine2
ACTION INSTITUTE OF NORTH CAROLINA
5500 EXECUTIVE CENTER DR SUITE 234	CHARLOTTE	NC	28212	561088116	501(C)(3)	30000	SUPPORTS A OTL MESSAGING & ORGANIZING STRATEGY IN NC
AMERICAN FEDERATION OF TEACHERS EDUCATIONAL FOUNDATION
555 NEW JERSEY AVENUE NW	WASHINGTON	DC	20001	521439116	501(C)(3)	65000	SUPPORT FOR THE 2013 AFT-OTL SUMMIT.
APPLIED RESEARCH CENTER
32 BROADWAY SUITE 1801	NEW YORK	NY	10004	942759879	501(C)(3)	50000	SUPPORT THE 2012 FACING RACE CONFERENCE & TRAINING
ARKANSAS ADVOCATES FOR CHILDREN AND FAMILIES
UNION STATION SUITE 306	LITTLE ROCK	AR	72201	710492205	501(C)(3)	30000	SUPPORT REPORTING & RESEARCH & ANALYZING
ARKANSAS PUBLIC POLICY PANEL
1308 WEST 2ND STREET	LITTLE ROCK	AR	72201	710467088	501(C)(3)	90000	DEVELOP THE OPPORTUNITY TO LERAN CAMPAIGN IN ARKANSAS
BROOKLYN COLLEGE FOUNDATION
2900 BEDFORD AVE	BROOKLYN	NY	11210	111904329	501(C)(3)	75000	SUPPORT FOR TEACHERS AS LEADERS PROJECT IN BROOKLYN COLLEGE IN NY
CENTER FOR LABOR EDUCATION AND RESEARCH INC
3353 WASHINGTON STREET	BOSTON	MA	02130	222604923	501(C)(3)	40000	SUPPORTS MA JWJ'S ORGANIZING EFFORT EDUCATION FOR OTL CAMPAIGN
COMMUNITY ASSET DEVELOPMENT REDEFINING EDUCATION
8510 1/2 SOUTH BROADWAY	LOS ANGELES	CA	90003	264753821	501(C)(3)	23000	BOARD DISCRETIONARY GRANTS
ECONOMIC POLICY INSTITUTE
1333 H STREET NW EAST TOWER	WASHINGTON	DC	20005	521368964	501(C)(3)	35000	PRODUCE A POLICY GUIDE BASED ON A BROADER BOLDER APPROACH FOR STATE AND LOCAL STACKHOLDER'S USE.
EDUCATORS FOR SOCIAL RESPONSIBILITY
23 GARDEN STREET	CAMBRIDGE	MA	02139	042764204	501(C)(3)	10000	COMMUNICATION EFFORTS FOR PERSONAL OPPORTUNITY PLAN WORK IN MA
FAMILIES AND FRIENDS OF LOUISIANA'S INCARCERATED CHILDREN
1600 ORETHA CASTLE HALEY BOULEVARD	NEW ORLEANS	LA	70113	205924561	501(C)(3)	30000	SOLUTION NOT SUSPENSION-MORATORIUM IN LOUISIANA.
FUND FOR THE CITY OF NEW YORK
121 6TH AVENUE	NEW YORK	NY	10013	132612524	501(C)(3)	80000	ORGANIZING, TRAININGS & GRANTMAKING FOR IMPROVING STUDENT OPPORTUNITY IN NY
GLOBAL POLICY SOLUTIONS LLC
1830 11TH STREET NW SUITE 1	WASHINGTON	DC	20001	562521323	N/A	88500	SUPPORT FOR THE MANAGEMENT COMMUNICATION EFFORTS FOR OTL CAMPAIGN
INSTITUTE FOR AMERICA'S FUTURE
1825 K STREET NW SUITE 400	WASHINGTON	DC	20006	521971942	501(C)(3)	115000	SUPPORT FOR PROMOTION OF OTL CAMPAIGN MESSAGING.
INSTITUTE FOR WISCONSIN'S FUTURE
325 W SILVER SPRINGS DRIVE	GLENDALE	WI	53217	391805801	501(C)(3)	50000	THIS GRANT SUPPORTS OTL-MIDWEST PROJECT.
KENWOOD OAKLAND COMMUNITY ORGANIZATION
4242 S COTTAGE GROVE	CHICAGO	IL	60653	362598637	501(C)(3)	6000	SUPPORTS THE 2012 JOURNEY FOR JUSTICE BUS CARAVAN TO D.C.
MASSACHUSETTS ADVOCATES FOR CHILDREN
25 KINGSTON STREET	BOSTON	MA	02111	042488456	501(C)(3)	30000	SUPPORT REFORM SCHOOL DISCIPLINE & TESTING POLICY IN MA
MASSACHUSETTS BUDGET & POLICY CENTER
15 COURT SQUARE SUITE 700	BOSTON	MA	02108	042967537	501(C)(3)	50000	RESEARCH & ANALYSIS OF BUDGET & TAX POLICIES NATIONALLY
NATIONAL CENTER FOR FAIR AND OPEN TESTING INC
PO BOX 300204	BOSTON	MA	02108	222653502	501(C)(3)	10000	RESEARCH & DATA ANALYSIS FOR SOLUTION NOT SUSPENSION WORK IN MA
NATIONAL ECONOMIC & SOCIAL RIGHTS INITIATIVE
90 JOHN STREET STE 308	NEW YORK	NY	10038	731714118	501(C)(3)	50000	SOLUTION NOT SUSPENSION -MORATORIUM CAMPAIGN NATIONALLY
NATIONAL PUBLIC EDUCATION SUPPORT FUND
PO BOX 55273	WASHINGTON	DC	20040	263015634	501(C)(3)	10000	MINI OTL CONFERENCE OF FUNDERS AND POLICYMAKERS .
NORTH SHORE CHILD & FAMILY GUIDANCE CENTER
480 OLD WESTBURY ROAD	ROSLEN HEIGHTS	NY	11577	111797183	501(C)(3)	10000	BOARD DISCRETIONARY GRANT
ONE VOICE MISSISSIPPI
1072 W LYNCH STREET	JACKSON	MS	39203	020787550	501(C)(3)	85000	SUPPORT WORK AS PART OF THE OPPORTUNITY TO LEARN IN MISSISSIPPI
ORGANIZING AND LEADERSHIP TRAINING CENTER
1803 DORCHESTER AVENUE 3RD FLOOR	BOSTON	MA	02124	042863903	501(C)(3)	30000	MOBILIZING EFFORTS TO SUPPORT EQUITABLE SCHOOL FUNDING IN MA.
PARENTS FOR PUBLIC SCHOOLS OF JACKSON
200 NORTH CONGRESS STREET SUITE 500	JACKSON	MS	39201	570907683	501(C)(3)	10000	COORDINATION EFFORTS FOR THE OTL-MS CONFERENCE.	500
PROGRESSIVE STATES NETWORK
82 WALL STREET SUITE 200	NEW YORK	NY	10005	202912052	501(C)(3)	10000	SUPPORT OTL ADVANCING PUBLIC EDUCATION CAMPAIGN.
PUBLIC INTEREST PROJECTS
45 W 36TH STREET 6TH FLOOR	NEW YORK	NY	10018	133191113	501(C)(3)	74000	SUPPORTING GRASSROOTS COMMUNITY OTL EFFORTS NATIONALLY & OTL-MS CONFERENCE.
PUBLIC POLICY AND EDUCATION FUND
94 CENTRAL AVE	NEW YORK	NY	12206	133364209	501(C)(3)	40000	SUPPORTS THE 2013 NY OTL SUMMIT &NY STATE ADVOCACY WORK
PYRAMID COMMUNITY PARENT RESOURCE CENTER
3132 NAPOLEON AVE	NEW ORLEANS	LA	70125	900149460	501(C)(3)	10000	"PERFECT STORM" DOCUMENTARY FOR REPLACEMENT OF PUBLIC SCHOOLS IN NEW ORLEANS.
ROOT CAUSE
11 AVENUE DE LAFAYETTE	BOSTON	MA	02111	200703238	501(C)(3)	16000	SUPPORT THE THEORY OF CHANGE PROCESS FOR THE SCHOTT FOUNDATION.
RURAL COMMUNITY ALLIANCE
633 HIGHWAY 9	FOX	AR	72051	251917387	501(C)(3)	50000	THIS GRANT SUPPORTS ONGOING OTL EFFORTS IN ARKANSAS.
SOUTHERN ECHO
1350 LIVINGSTON LANE SUITE C	JACKSON	MS	39213	640819311	501(C)(3)	20000	SOLUTION NOT SUSPENSION IN MS & YOUTH ORGANIZING AND TRAINING
SOUTHERN EDUCATION FOUNDATION
135 AUBURN AVE NE 2ND FLOOR	ATLANTA	GA	30303	135562388	501(C)(3)	60000	SOUTHERN STATES IN THE EQUITABLE HIGH QUALITY EARLY CHILDHOOD PROGRAMS & OTL CONFERENCE
SPITFIRE STRATEGIES
1800 M STREET NW SUITE 300 NORTH	WASHINGTON	DC	20036	810561016	N/A	33670	COMMUNICATION SUPPORT FOR THE OTL MORATORIUM.
STRIVE FOR COLLEGE COLLABORATIVE
556 VALLEY WAY	MILPITAS	CA	95035	272416448	501(C)(3)	69000	SUPPORT OPERATING COSTS OF NY CITY REGIONAL OFFICE & SUMMER NATIONAL CONFERENCE
THE ALLIANCE FOR QUALITY EDUCATION
94 CENTRAL AVENUE	ALBANY	NY	12206	223810450	501(C)(4)	75000	IMPROVE NY PUBLIC EDUCATION
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNI STANFORD UNIV
520 GALVEZ MALL CERAS 325	STANFORD	CA	943053084	941156365	501(C)(3)	90000	GRANT TO THE STANFORD CENTER: RESEARCH FOR OPPORTUNITY POLICY IN EDUCATION
THE COMMUNITY FUNDS INC
909 THIRD AVENUE 22ND FLOOR	NEW YORK	NY	10022	133062214	501(C)(3)	30000	PROMOTE PUBLIC ENGAGEMENT IN SYSTEMIC CHANGE PUBLIC SCHOOL REFORM IN NY
THE NORTH STAR FUND
520 EIGHTH AVENUE SUITE 2203	NEW YORK	NY	100186656	132950801	501(C)(3)	50000	SUPPORT OTL CAMPAIGN IN NY
VIETNAMESE AMERICAN YOUNG LEADERS ASSOCIATION
4646 MICOUD BLVD SUITE D2	NEW ORLEANS	LA	701291816	331143213	501(C)(3)	50000	SUPPORT WORK AS PART OF THE OPPORTUNITY TO LEARN IN LOUISIANA
YOUTHBUILD USA
58 DAY STREET	SOMERVILLE	MA	02144	223076454	501(C)(3)	40000	SUPPORT YOUNG'S YOUTH ORGANIZING EFFORTS IN THE BOSTON-AREA.

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	40	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	1	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	Identifier
Return Reference	PART I, LINE 2:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2: THE ORGANIZATION ADHERES TO A STRICT POLICY FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES BY (1) ENABLING IT TO RETAIN CONTROL AND DISCRETION AS TO THE USE OF THE FUNDS; (2) MAINTAINING RECORDS THAT ESTABLISH THAT THE FUNDS WERE USED FOR EXEMPT PURPOSES; AND (3) LIMITING THE DISTRIBUTION OF FUNDS TO SPECIFIC PROJECTS THAT ARE IN FURTHERANCE OF ITS OWN EXEMPT PURPOSE. IN ADDITION, EACH POTENTIAL GRANTEE MUST SUBMIT A GRANT PROPOSAL TO THE ORGANIZATION WHICH OUTLINES THE GRANT AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT. THE ORGANIZATION WILL THEN CONDUCT A PRE-GRANT INQUIRY WHICH ADDRESSES THE FOLLOWING: (1) THE IDENTIFY, PRIOR HISTORY, AND EXPERIENCE OF THE GRANTEE ORGANIZATION AND ITS MANAGERS; (2) WHETHER THE GRANTEE HAS A HISTORY OF COMPLIANCE WITH THE TERMS OF PREVIOUS GRANTS; (3) THE CURRENT PROJECT; AND THE CONNECTION TO THE ORGANIZATION'S MISSION. AFTER THE GRANT HAS BEEN APPROVED, A GRANT AWARD LETTER IS SENT TO THE GRANTEE DISCUSSING THE TERMS OF THE GRANT. THIS LETTER REQUIRES THE GRANTEE TO FURNISH THE GRANTOR WITH A REPORT ON THE USE OF THE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OF THE GRANT.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	1	WrittenPolicyReTAndEExpenses
Substantiation Required	1	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	1	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
JOHN H JACKSON
PRESIDENT/CEO, EX-OFFICIO	324126	0	55000	0	0	0	20000	0	28287	0	427413	0	0	0
CASSIE SCHWERNER
SENIOR VP OF PROGRAMS	167647	0	5000	0	0	0	14000	0	32866	0	219513	0	0	0
ALFRED T MILLER JR
SENIOR VP OF OPERATIONS	151886	0	2500	0	222	0	12200	0	23727	0	190535	0	0	0
ANN E BEAUDRY
VP OF DEVELOPMENT & STRATEGY	121936	0	17000	0	0	0	9800	0	12624	0	161360	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReference	ExplanationExplanation
PART I, LINE 1A	ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP.
PART I, LINE 7	JOHN JACKSON'S BONUSES ARE DECIDED BY THE BOARD CHAIR, GREG JOBIN-LEEDS. CASSIE SCHWERNER'S BONUS IS DECIDED BY JOHN JACKSON AND IS BASED ON EMPLOYEE PERFORMANCE AND THE BUDGET OF THE ORGANIZATION. OTHER EMPLOYEES' BONUSES ARE DECIDED BY THE CEO BASED ON THEIR PERFORMANCE AND THE BUDGET OF THE ORGANIZATION.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION A, LINE 2	GREG JOBIN-LEEDS AND MARIA JOBIN-LEEDS ARE HUSBAND AND WIFE. GREG JOBIN-LEEDS IS THE SON OF LISELOTTE J. LEEDS AND GERARD G. LEEDS. GERARD G. LEEDS AND LISELOTTE J. LEEDS ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM. A SET OF PARAMETERS INCLUDING SALARY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITMENT FIRM. THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND AND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE EXECUTIVE COMMITTEE MANAGES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Public Charity StatusPublicCharityStatus	Direct Controlling Entity NADirectControllingEntityNA	Controlled OrgControlledOrg
CAROLINE & SIGMUND SCHOTT FUND
675 MASSACHUSETTS AVENUE 8TH FL	CAMBRIDGE	MA	02139	112856561	PRIVATE GRANTMAKING FOUNDATION	MA	501(C)(3)	PF	N/A	1
THE OPPORTUNITY TO LEARN ACTION FUND
675 MASSACHUSETTS AVENUE 8TH FL	CAMBRIDGE	MA	02139	274836929	ADVOCACY ORGANIZATION - EDUCATIONAL	DC	501(C)(4)	N/A	N/A	1

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	1	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	0	DividendsRelatedOrganization
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	0	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	CAROLINE & SIGMUND SCHOTT FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionType
Amount Involved	1265000	AmountInvolved
Method Of Amt Determination	CASH	MethodOfAmtDetermination