THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (EIN 04-3457065)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-04
- IRS object ID
- 201241259349300939
- Schema version
- 2010v3.4
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-04T13:07:29-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | 2012-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M GISO MST | Name |
| Phone | 6177610600 | Phone |
| Date Prepared | 2012-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 13809661 | 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 | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 35000 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3043575 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 13558997 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -38473 | InvestmentIncomePriorYear |
| Investment Income Current Year | 23950 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 69258 | OtherRevenuePriorYear |
| Other Revenue Current Year | 46135 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3074360 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13629082 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1852730 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1563054 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1323054 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1510304 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 202054 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1307952 | OtherExpensePriorYear |
| Other Expenses Current Year | 1276443 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4483736 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4349801 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1409376 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9279281 | RevenuesLessExpensesCY |
| Total Assets BOY | 2710962 | TotalAssetsBOY |
| Total Assets EOY | 11959425 | TotalAssetsEOY |
| Total Liabilities BOY | 897375 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 661170 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1813587 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11298255 | 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 | 2714304 | Expense |
| Grants | 1421200 | 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 | 183979 | Expense |
| Grants | -146 | Grants |
| 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 | 218367 | Expense |
| Grants | 142000 | Grants |
| Description | TEACHERS AS LEADERS - THE TEACHERS AS LEADERS PROGRAM IS FOCUSED ON RECRUITING AND RETAINING AFRICAN AMERICAN MALES AS TEACHERS IN NEW YORK CITY AND TRAINING THEM TO ENGAGE AS POLICY ADVOCATES. THE INITIATIVE IS ALSO FOCUSED ON EVALUATING THE IMPACT OF AFRICAN AMERICAN MALE TEACHERS ON THE EDUCATIONAL PERFORMANCE OF BLACK BOYS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 147888 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 147888 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3264538 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 1 | 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 | 17 | 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GREG JOBIN-LEEDS | ||||||||
| CO-CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| BAISHALI RINKU SEN | ||||||||
| CO-CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MICHELLE COFFEY | ||||||||
| CLERK | 1.00 | X | X | 0 | 0 | 0 | ||
| MARIA JOBIN-LEEDS | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| MAISIE CHIN | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW GILLUM | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JACKIE JENKINS-SCOTT | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GERARD LEEDS | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LILO LEEDS | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| IAN INABA | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEBORAH LABELLE | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALVIN LOUIS STARKS | ||||||||
| BOARD DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN H JACKSON | ||||||||
| PRESIDENT/CEO, EX-OFFICIO | 40.00 | X | 362773 | 0 | 36725 | |||
| ALFRED T MILLER JR | ||||||||
| SENIOR VP OF OPERATIONS | 40.00 | X | 133231 | 0 | 39941 | |||
| CASSIE SCHWERNER | ||||||||
| SENIOR VP OF PROGRAMS | 40.00 | 156038 | 0 | 56386 | X | |||
| ANN E BEAUDRY | ||||||||
| VP OF DEVELOPMENT & STRATEGY | 40.00 | 108086 | 0 | 12755 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 760128 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 145807 | 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 |
| Related Organizations | 7480000 | RelatedOrganizations |
| All Other Contributions | 6078997 | AllOtherContributions |
| Total Contributions | 13558997 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18939 | TotalRevenueColumn |
| Exclusion | $18,939 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 179875 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174864 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5011 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5011 | TotalRevenueColumn |
| Exclusion | $5,011 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16850 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 5715 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11135 | TotalRevenueColumn |
| Exclusion | $11,135 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEE-RELATED | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 35000 | TotalRevenueColumn |
| Unrelated Business Revenue | 35000 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 35000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13629082 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 35000 | UnrelatedBusinessRevenue |
| Exclusion | $35,085 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1563054 | Total |
| Program Services | 1563054 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 641640 | Total |
| Program Services | 352660 | ProgramServices |
| Management And General | 173830 | ManagementAndGeneral |
| Fundraising | 115150 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 541189 | Total |
| Program Services | 379638 | ProgramServices |
| Management And General | 130583 | ManagementAndGeneral |
| Fundraising | 30968 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52744 | Total |
| Program Services | 33045 | ProgramServices |
| Management And General | 13310 | ManagementAndGeneral |
| Fundraising | 6389 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182192 | Total |
| Program Services | 113814 | ProgramServices |
| Management And General | 46202 | ManagementAndGeneral |
| Fundraising | 22176 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92539 | Total |
| Program Services | 58309 | ProgramServices |
| Management And General | 23128 | ManagementAndGeneral |
| Fundraising | 11102 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25632 | Total |
| Program Services | 2995 | ProgramServices |
| Management And General | 22637 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86829 | Total |
| Management And General | 86829 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10173 | Total |
| Management And General | 10173 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328706 | Total |
| Program Services | 291307 | ProgramServices |
| Management And General | 37019 | ManagementAndGeneral |
| Fundraising | 380 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1535 | Total |
| Management And General | 1535 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146938 | Total |
| Program Services | 30563 | ProgramServices |
| Management And General | 115739 | ManagementAndGeneral |
| Fundraising | 636 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101504 | Total |
| Program Services | 92892 | ProgramServices |
| Management And General | 8612 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209318 | Total |
| Program Services | 105766 | ProgramServices |
| Management And General | 91520 | ManagementAndGeneral |
| Fundraising | 12032 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184600 | Total |
| Program Services | 141199 | ProgramServices |
| Management And General | 42458 | ManagementAndGeneral |
| Fundraising | 943 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27637 | Total |
| Program Services | 11365 | ProgramServices |
| Management And General | 16272 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23160 | Total |
| Program Services | 7291 | ProgramServices |
| Management And General | 15127 | ManagementAndGeneral |
| Fundraising | 742 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10555 | Total |
| Program Services | 142 | ProgramServices |
| Management And General | 10413 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE | 46584 | 27556 | 18277 | 751 |
| PRINTING & PUBLICATIONS | 31727 | 27122 | 4244 | 361 |
| SUPPLIES | 12374 | 6451 | 5618 | 305 |
| POSTAGE & SHIPPING | 8490 | 5557 | 2814 | 119 |
| REPORT PRODUCTION | 6500 | 6500 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14181 | Total |
| Program Services | 7312 | ProgramServices |
| Management And General | 6869 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4349801 | Total |
| Program Services | 3264538 | ProgramServices |
| Management And General | 883209 | ManagementAndGeneral |
| Fundraising | 202054 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80687 | BOY |
| EOY | 326241 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367051 | BOY |
| EOY | 1141879 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 390280 | BOY |
| EOY | 9318497 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6049 | BOY |
| EOY | 34280 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 135144 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 86790 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22042 | BOY |
| EOY | 48354 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 843591 | BOY |
| EOY | 1061270 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1262 | BOY |
| EOY | 28904 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2710962 | BOY |
| EOY | 11959425 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170225 | BOY |
| EOY | 161170 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727150 | BOY |
| EOY | 500000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 897375 | BOY |
| EOY | 661170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1219438 | BOY |
| EOY | 1248735 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594149 | BOY |
| EOY | 10049520 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1813587 | BOY |
| EOY | 11298255 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2710962 | BOY |
| EOY | 11959425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9279281 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 205387 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 3318389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4158300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5270100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3043575 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13558997 | CurrentTaxYear |
| Total | 29349361 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3318389 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4158300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5270100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3043575 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13558997 | CurrentTaxYear |
| Total | 29349361 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 21247050 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8102311 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 47688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 28444 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18939 | CurrentTaxYear |
| Total | 140527 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35000 | CurrentTaxYear |
| Total | 160000 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 34258 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16850 | CurrentTaxYear |
| Total | 51108 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 29700996 | TotalSupport |
| Gross Receipts From Admissions Etc | 65675 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.27280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.24400 | 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, 2011, THE PORTION OF THE FOUNDATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 27.50%, 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: 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: YOUTH ORGANIZERS UNITED FOR THE NOW GENERATION (YOUNG) IS A YOUTH-LED, ADULT-SUPPORTED COALITION GROUPING THREE OF BOSTON'S MOST ESTABLISHED YOUTH-BASED ORGANIZATIONS, HYDE SQUARE TASK FORCE (HSTF), BOSTON- AREA YOUTH ORGANIZING PROJECT (BYOP), AND YOUTH ON BOARD (YOB), WHERE YOUTH FOCUS ON EDUCATION JUSTICE IN MASSACHUSETTS. THE COALITION SEEKS TO INCREASE YOUNG PEOPLE'S OPPORTUNITY AND ACCESS TO HIGH QUALITY IN-SCHOOL AND LIFE BASED ON INDIVIDUAL EDUCATIONAL EXPERIENCES; CREATE LEADERS IN THE MOVEMENT OF REFORMING PUBLIC SCHOOLS, AND MORE YOUTH ENGAGEMENT IN THE DECISION-MAKING PROCESS AFFECTING THEIR EDUCATION AND LIVES. THIS GRANT SUPPORTS THE EFFORT TO INCREASE YOUTH'S ROLE AND VOICE IN EDUCATION MATTERS. THE CAMPAIGN FOR FISCAL EQUITY (CFE) IS A COALITION OF ADVOCACY GROUPS AND COMMUNITY SCHOOL BOARDS IN NYC. THE COALITION SEEKS TO ADDRESS THE SYSTEMIC FINANCE ISSUE TO ENSURE A FAIR RESOURCE ALLOCATION IN NYC PUBLIC SCHOOLS. CFE IS A LEADER OF BOTH THE MOVEMENT FIGHTING FOR A "SOUND BASIC EDUCATION" AS A CONSTITUTIONAL RIGHT AND THE NATIONAL MOVEMENT TO ACHIEVE THE OPPORTUNITY TO LEARN. 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. THE ANNENBERG INSTITUTE FOR SCHOOL REFORM (AISR) AT BROWN UNIVERSITY IS A NATIONAL POLICY RESEARCH AND REFORM SUPPORT ORGANIZATION THAT PROMOTES QUALITY EDUCATION FOR ALL CHILDREN IN URBAN PUBLIC SCHOOLS, ESPECIALLY THOSE SCHOOLS SERVING UNDERSERVED CHILDREN. AISR'S VISION IS THE TRANSFORMATION OF TRADITIONAL SCHOOL SYSTEMS INTO "SMART EDUCATION SYSTEMS" THAT DEVELOP AND INTEGRATE HIGH-QUALITY LEANING OPPORTUNITIES AT SCHOOL, AT HOME, AND IN THE COMMUNITY. THE GRANT SUPPORTS THE CREATION OF THE "GUIDE TO GAME-CHANGING IDEAS AND STRATEGIES FOR IMPROVING TEACHING QUALITY" PROJECT. THE GOAL IS TO PRODUCE A USER-FRIENDLY GUIDE TO ISSUES AND STRATEGIES FOR IMPROVING TEACHING QUALITY, EQUITY, SYSTEMS, AND SUSTAINABILITY. THE GUIDE IS A TOOL FOR PARENTS, SCHOOLS, COMMUNITY POLICY MAKERS, AND STUDENTS FOR IMPROVING TEACHING QUALITY. THE TEACHERS AS LEADERS: URBAN COMMUNITY TEACHERS PROJECT AT BROOKLYN COLLEGE SEEKS TO ADDRESS THE ISSUE OF TEACHER SHORTAGES IN THE MOST UNDERREPRESENTED GROUP IN NYC URBAN COMMUNITY SCHOOLS-BLACK MALE TEACHERS-THROUGH STRATEGIC RECRUITMENT AND PROFESSIONAL DEVELOPMENT OF CANDIDATE TEACHERS. THE PROJECT DISTRIBUTES SCHOLARSHIPS TO CANDIDATES, PROVIDES PROFESSIONAL DEVELOPMENT WORKSHOPS, AND PREPARES CANDIDATES FOR TEACHER CERTIFICATION TESTS. THE GRANT PROVIDES SUPPORT FOR PROVIDING SCHOLARSHIPS AND SUSTAINING PROGRAMMATIC OPERATIONS. ONE MASSACHUSETTS (ONE MA) IS A PROJECT OF THE PUBLIC POLICY INSTITUTE (PPI), GROUPING A DIVERSE STATEWIDE NETWORK OF SOCIAL AND ECONOMIC JUSTICE ORGANIZATIONS FOR BUILDING POWER CAPACITY AND CREATING CHANGE. THE ONE MA NETWORK BUILDING PUBLIC WILL IN COMMUNITIES OF COLOR ACROSS THE STATE TO SUPPORT FOR A FAIR TAX SYSTEM TO PROVIDE FUNDS AND A STABLE STREAM OF REVENUE. THE GRANT PROVIDES SUPPORT TO INCREASE THE PUBLIC'S UNDERSTANDING OF THE GOVERNMENT FUNCTIONS AND TO BOOST CIVIC ENGAGEMENT IN MASSACHUSETTS. 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. THE CHILD CARE EARLY EDUCATION FUND (CCEEF) IS A DONOR'S COLLABORATIVE ADMINISTERED BY THE UNITED WAY OF NEW YORK CITY THAT BRINGS TOGETHER FOUNDATIONS, CORPORATE GRANTMAKERS, AND GOVERNMENT OFFICIALS IN NEW YORK CITY. CCEEF SEEKS A SYSTEMIC CHANGE TO ENSURE QUALITY EARLY EDUCATION AND CARE FOR ALL CHILDREN IN NYC, ESPECIALLY THOSE OF LOW INCOME FAMILIES, AND AN INCREASE POLITICAL AND PUBLIC AWARENESS TO SUPPORT INVESTMENTS IN EARLY CARE AND EDUCATION SERVICES. THIS GRANT SUPPORTS CCEEF TO ADVANCE GRANTMAKING AND NON-GRANTMAKING OPERATIONS. 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 | 40000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 65000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 105000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4042747 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4147747 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 357387 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 89347 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
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 | 329458 | CurrentYearMinus3 |
| Current Year Minus2 | 362158 | CurrentYearMinus2 |
| Current Year Minus1 | 372170 | CurrentYearMinus1 |
| Current Year | 357387 | CurrentYear |
| Total | 1421173 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,131,760 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 188000 | CurrentYearMinus3 |
| Current Year Minus2 | 55000 | CurrentYearMinus2 |
| Current Year | 105000 | CurrentYear |
| Total | 348000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 82365 | CurrentYearMinus3 |
| Current Year Minus2 | 90540 | CurrentYearMinus2 |
| Current Year Minus1 | 93043 | CurrentYearMinus1 |
| Current Year | 89347 | CurrentYear |
| Total | 355295 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $532,943 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 61000 | CurrentYearMinus3 |
| Current Year | 40000 | CurrentYear |
| Total | 101000 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 1.00000 | BoardDesignatedEOYBalance |
| 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 | 135144 | OtherCostOrOtherBasis |
| Depreciation | 86790 | Depreciation |
| Book Value | 48354 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 48354 | TotalOfBookValueLandBuildings |
| Total Revenue | 13629082 | TotalRevenue |
| Total Expenses | 4349801 | TotalExpenses |
| Excess Or Deficit For Year | 9279281 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 205387 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 205387 | TotalAdjustments |
| Excess Or Deficit Per FS | 9484668 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13830011 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 205387 | NetUnrealizedGainsInvestments |
| Other Revenues | 5715 | OtherRevenues |
| Revenue Not Rptd F990 | 211102 | RevenueNotRptdF990 |
| Revenue Subtotal | 13618909 | RevenueSubtotal |
| Investment Expenses Not Included | 10173 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 10173 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13629082 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4345343 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5715 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5715 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4339628 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 10173 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 10173 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4349801 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 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: | 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 EXAMINATION FOR THE PAST 3 YEARS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS 5,715. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS 5,715. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HOT SCHOTT AWARD GALA | NameOfEvent1 |
| Gross Receipts Event1 | 16850 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 16850 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1425 | NonCashPrizesEvent1 |
| Entertainment Event1 | 2100 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 2190 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 16850 | GrossReceiptsTotal |
| Gross Revenue Total Events | 16850 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1425 | NonCashPrizesTotalEvents |
| Entertainment Total Events | 2100 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 2190 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5715 | DirectExpenseSummaryEvents |
| Net Income Summary | 11135 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (47 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 |
|---|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN POLICY FORUM | ||||||||
| 435 W 116TH ST ROOM 827 | NEW YORK | NY | 10027 | 061597874 | 501(C)(3) | 25000 | ADVANCE RACE AND GENDER EQUITY IN THE U.S. AND INTERNATIONALLY | |
| ALLIANCE FOR QUALITY EDUATION | ||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 223810450 | 501(C)(4) | 177500 | IMPROVE NY PUBLIC EDUCATION | |
| APPLIED RESEARCH CENTER | ||||||||
| 32 BROADWAY SUITE 1801 | NEW YORK | NY | 10004 | 942759879 | 501(C)(3) | 75000 | REVIEW OF SCHOTT'S CAPACITY AND EFFECTIVENESS | |
| APPLIED RESEARCH CENTER | ||||||||
| 32 BROADWAY SUITE 1801 | NEW YORK | NY | 10004 | 942759879 | 501(C)(3) | 10000 | CONFERENCE SPONSORSHIP - FACING RACE CONFERENCE | |
| APPLIED RESEARCH CENTER | ||||||||
| 32 BROADWAY SUITE 1801 | NEW YORK | NY | 10004 | 942759879 | 501(C)(3) | 64000 | OPPORTUNITY TO LEARN SUMMIT-TRAINING | |
| ARKANSAS PUBLIC POLICY PANEL | ||||||||
| 1308 WEST SECOND STREET | LITTLE ROCK | AR | 72201 | 710467088 | 501(C)(3) | 55000 | DEVELOP OPPORTUNITY TO LEARN CAMPAIGN IN ARKANSAS | |
| BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON | ||||||||
| 7 PALMER STREET SUITE 301 | ROXBURY | MA | 02129 | 043499852 | 501(C)(3) | 10000 | RACE AND GENDER EQUALITY | |
| BROOKLYN COLLEGE FOUNDATION | ||||||||
| 2900 BEDFORD AVE | BROOKLYN | NY | 11210 | 111904329 | 501(C)(3) | 142000 | URBAN COMMUNITY TEACHERS PROJECT | |
| BROWN UNIVERSITY - ANNENBERG INSTITUTE FOR SCHOOL REFORM | ||||||||
| PO BOX 1985 | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | 35000 | CREATION OF GUIDE TO GAME-CHANGING IDEAS & STRATEGIES FOR IMPROVING TEACHING QUALITY | |
| CAMPAIGN FOR FISCAL EQUITY | ||||||||
| 110 WILLIAMS ST SUITE 2602 | NEW YORK | NY | 10038 | 133706393 | 501(C)(3) | 175000 | NEW YORK STATE SCHOOL SYSTEM REFORM | |
| COLLABORATIVE EDUCATIONAL SERVICES (HEC) | ||||||||
| 97 HAWLEY STREET | NORTHAMPTON | MA | 01060 | 042562893 | 501(C)(3) | 15000 | MASSACHUSETTS LEADERSHIP ACTION PROJECT | |
| COMMITTEE ON ECONOMIC DEVELOPMENT | ||||||||
| 2000 L ST NW SUITE 700 | WASHINGTON | DC | 20036 | 131623973 | 501(C)(3) | 40000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN | |
| DESIS RISING UP AND MOVING | ||||||||
| 72-18 ROOSEVELT AVENUE | JACKSON HEIGHTS | NY | 11372 | 383652741 | 501(C)(3) | 10000 | BUILDING THE POWER OF LOW-INCOME SOUTH ASIAN IMMIGRANTS | |
| DONORS' EDUCATION COLLABORATIVE | ||||||||
| 909 THIRD AVENUE 22ND FLOOR | NEW YORK | NY | 10022 | 133062214 | 501(C)(3) | 40000 | PROMOTE PUBLIC ENGAGEMENT IN SYSTEMIC PUBLIC SCHOOL REFORM IN NYC | |
| EARLY YEARS INSTITUTE | ||||||||
| ONE DUPONT STREET SUITE 101 | PLAINVIEW | NY | 11803 | 261611459 | 501(C)(3) | 10000 | PROMOTE ADVOCACY FOR EARLY CHILDHOOD PROVIDERS & PARENTS IN NEW YORK STATE | |
| GAMALIEL | ||||||||
| 203 N WABASH AVENUE SUITE 808 | CHICAGO | IL | 60601 | 362657863 | 501(C)(3) | 35000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN | |
| GIRLS FOR GENDER EQUITY | ||||||||
| 30 THIRD AVE SUITE 104 | BROOKLYN | NY | 11217 | 043697166 | 501(C)(3) | 10000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY | |
| GIRLS INC OF NYC | ||||||||
| 64 BEAVER STREET SUITE 121 | NEW YORK | NY | 10004 | 134028433 | 501(C)(3) | 10000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY | |
| HYDE SQUARE TASK FORCE | ||||||||
| 375 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | 043118543 | 501(C)(3) | 30000 | INCREASE ACCESS TO HIGH-QUALITY EDUCATIONAL EXPERIENCES | |
| YOUTHBUILD USA INC | ||||||||
| 58 DAY STREET | SOMERVILLE | MA | 02144 | 223076454 | 501(C)(3) | 40000 | INCREASE ACCESS TO HIGH-QUALITY EDUCATIONAL EXPERIENCES | |
| INDEPENDENT FEATURE PROJECT | ||||||||
| 68 JAY STREET SUITE 425 | BROOKLYN | NY | 11201 | 133118525 | 501(C)(3) | 5000 | COMMUNITY ENGAGEMENT CAMPAIGN "BEYOND THE BRICKS" | |
| INSTITUTE FOR WISCONSIN'S FUTURE | ||||||||
| 325 W SILVER SPRINGS DRIVE | GLENDALE | WI | 53217 | 391805801 | 501(C)(3) | 10000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN | |
| MAKE THE ROAD NEW YORK (COALITION FOR EDUCATIONAL JUSTICE) | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | 113344389 | 501(C)(3) | 15000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | 113344389 | 501(C)(3) | 10000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY | |
| MASSACHUSETTS BUDGET & POLICY CENTER | ||||||||
| 15 COURT SQUARE SUITE 700 | BOSTON | MA | 02108 | 042967537 | 501(C)(3) | 35000 | RESEARCH & ANALYSIS OF BUDGET & TAX POLICIES IN MASSACHUSETTS | |
| MOVEMENT STRATEGY CENTER (ALLIANCE FOR EDUCATIONAL JUSTICE) | ||||||||
| 436 14TH STREET 5TH FLOOR | OAKLAND | CA | 94612 | 201037643 | 501(C)(3) | 15000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| 8 BEACON STREET 4TH FLOOR | BOSTON | MA | 02108 | 043507716 | 501(C)(3) | 15000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN | |
| PUBLIC INTEREST PROJECT | ||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | 133191113 | 501(C)(3) | 33000 | BUILDING PUBLIC WILL FOR EDUCATION REFORM | |
| PUBLIC POLICY AND EDUCATION FUND | ||||||||
| 94 CENTRAL AVE | ALBANY | NY | 12206 | 133364209 | 501(C)(3) | 30000 | INITIATIVE ON EARLY CHILDHOOD EDUCATION | |
| PUBLIC POLICY INSTITUTE | ||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 201903398 | 501(C)(3) | 50000 | CIVIC ENGAGEMENT | |
| RURAL COMMUNITY ALLIANCE | ||||||||
| 4408 BLANKENSHIP RD | EVERTON | AR | 72633 | 251917387 | 501(C)(3) | 54000 | BUILD AN OPPORTUNITY TO LEARN AGENDA IN ARKANSAS | |
| SOCIEDAD LATINA | ||||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | 042678255 | 501(C)(3) | 10000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY | |
| TEEN VOICES | ||||||||
| 80 SUMMER STREET SUITE 300 | BOSTON | MA | 02110 | 043062901 | 501(C)(3) | 20000 | SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY | |
| THE HATCHER GROUP | ||||||||
| 4340 EAST WEST HIGHWAY SUITE 912 | BETHESDA | MD | 20814 | 200602831 | N/A | 97500 | EDUCATION MEDIA SERVICES | |
| THIRD SECTOR NEW ENGLAND | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 021112670 | 042261109 | 501(C)(3) | 30000 | EARLY CHILDHOOD SYSTEMS | |
| UNITED CHURCH OF CHRIST JUSTICE & WITNESS MINISTRIES | ||||||||
| 700 PROSPECT AVENUE | CLEVELAND | OH | 441151100 | 341927043 | 501(C)(3) | 15000 | PROMOTE AN OPPORTUNITY TO LEARN AGENDA | |
| UNITED WAY OF NY | ||||||||
| 2 PARK AVENUE | NEW YORK | NY | 10016 | 132617681 | 501(C)(3) | 30000 | CHILDCARE & EARLY EDUCATION FUND | |
| WHEELOCK COLLEGE | ||||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | 042103639 | 501(C)(3) | 5000 | 6TH ANNUAL COMMUNITY DIALOGUE ON EARLY CHILDHOOD EDUCATION | |
| NORTH SHORE CHILD & FAMILY GUIDANCE CENTER | ||||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | 111797183 | 501(C)(3) | 10000 | BOARD DISCRETIONARY GRANT - CHILDREN'S MENTAL HEALTH | |
| STUDENT ADVOCACY CENTER OF MICHIGAN | ||||||||
| 1921 WEST MICHIGAN AVE | YPSILANTI | MI | 48197 | 382058667 | 501(C)(3) | 5000 | BOARD DISCRETIONARY GRANT | |
| FUNDING EXCHANGE | ||||||||
| 666 BROADWAY SUITE 500 | NEW YORK | NY | 10012 | 133002025 | 501(C)(3) | 5000 | BOARD DISCRETIONARY GRANT | |
| FRIENDS OF OUR PARKS | ||||||||
| 912 MYERS PARK DRIVE | TALLAHASSEE | FL | 32301 | 592164894 | 501(C)(3) | 5000 | BOARD DISCRETIONARY GRANT | |
| WHEELOCK COLLEGE | ||||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | 042103639 | 501(C)(3) | 5000 | BOARD DISCRETIONARY GRANT | |
| PARENTS FOR PUBLIC SCHOOLS OF GREATER CINCINNATI | ||||||||
| 1821 SUMMIT ROAD SUITE 201 | CINCINNATI | OH | 45237 | 640806908 | 501(C)(3) | 5000 | BOARD DISCRETIONARY GRANT | |
| XAVIER UNIVERSITY OF LOUISIANA | ||||||||
| 1 DREXEL DRIVE | NEW ORLEANS | LA | 70125 | 720635884 | 501(C)(3) | 5000 | JOHN H. JACKSON SCHOLARSHIP FOR BLACK STUDENTS | |
| CONCENTRIC EDUCATIONAL SOLUTIONS INC | ||||||||
| 4455 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | 272089025 | 501(C)(3) | 10000 | SUPPORTING STUDENTS IN GRADUATING FROM HIGH SCHOOL | 310 |
| ASSOCIATION OF BLACK FOUNDATION EXECUTIVES | ||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | 237156531 | 501(C)(3) | 5000 | ANNUAL MEMBERSHIP SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 55 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | 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 (3 entries)
| 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 | |||||||||||||
| 305473 | 0 | 57000 | 0 | 300 | 0 | 24480 | 0 | 12245 | 0 | 399498 | 0 | 0 | 0 |
| ALFRED T MILLER JR | |||||||||||||
| 133231 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 39941 | 0 | 173172 | 0 | 0 | 0 |
| CASSIE SCHWERNER | |||||||||||||
| 151038 | 0 | 5000 | 0 | 0 | 0 | 13000 | 0 | 43386 | 0 | 212424 | 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 205,387. | FORM 990, PART XI, LINE 5: |
| DOES THE ORGANIZATION HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT? | THERE HAVE BEEN NO CHANGES IN THE COMMITTEE'S RESPONSIBILTY FOR THE OVERSIGHT OF THE AUDIT. | FORM 990, PART XII, LINE 2C: |
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 | PRIVATE GRANTMAKING FOUNDATION | 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 |
| 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 (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CAROLINE & SIGMUND SCHOTT FUND | ||
| C | 7480000 | CASH |
| CAROLINE & SIGMUND SCHOTT FUND | ||
| K | 35000 | CASH |
| OPPORTUNITY TO LEARN ACTION FUND | ||
| M | 17912 | CASH |