Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - Form990 Department of the Treasury Internal Revenue Seniice foundations) Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private Ir Do not enter security numbers on this form as it may be made public II- Information about Form 990 and Its instructions is at OMB No 1545-0047 2014 Open to Public Inspection A For the Check if applicable Address change Name change Initial retu Final return/terminated Amended Application pending 2014 calendar year, or tax year beginning 07-01-2014 and ending 06-30-2015 Name of organization THE SCHOTT FDTN FOR PUBLIC EDUCATION Employer identification number 04-3457065 Domg busmess as Telephone number Number and street (or 0 box if mail is not delivered to street address) Room/swte 675 MASSACHUSETTS AVENUE 8TH FLOOR (6 17) 876-7700 return City or town, state or provmce, country, and ZIP or foreign postal code CAMBRIDGE, MA 02139 Gross receipts 5,109,915 Name and address of prinCIpal officer H(a) Is this a group return for JOHN JACKSON subordinates? 675 MASSACHUSETTS AVENUE 8TH FLOOR 02139 Are allsubordinates included? I Tax?exem pt status l7 501(c)(3) l? 501(c)( )1 (insert no) 4947(a)(1) or 527 If"No," attach a list (see instructions) Website:II- ORG H(c) Group exemption number Ir Form of organization '7 Corporation Trust Other Year of formation 1999 State of legal domICIle MA 1 Briefly describe the organization's missmn or most Significant actIVIties THE PURPOSE OFTHE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC q, EDUCATION, AND ENGAGE IN ANY AND ALL OTHER LAWFULACTIVITIES INCIDENTAL TO AND IN PURSUIT OF 2 THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION 2 Check this box ifthe organization discontinued its operations or disposed of more than 25% ofits net assets 3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 9 4 Number ofindependent voting members of the governing body (Part VI, line 1b) 4 9 5 Total number ofindIVIduals employed in calendar year 2014 (Part V, line 2a) 5 13 6 Total number ofvolunteers (estimate if necessary) 6 9 7aTota unrelated busmess revenue from Part column (C), line 12 7a 20,000 Net unrelated busmess taxable income from Form 990-T, line 34 7b 0 Prior Year Current Year 8 Contributions and grants 1h) 3,275,477 4,707,372 ci- 9 Program serVIce revenue (Part line 29) 0 0 10 Investmentincome (Part 3,4,and 7d 450,667 382,543 11 5,6d,8c,9c,10c,and11e) 20,000 20,000 12 Total revenue?add lines 8 through 11 (must equal Part column (A), line 12) 3,746,144 5,109,915 13 Grants and Similar amounts paid (PartIX,co umn 1?3) 1,533,540 2,190,890 14 Benefits paid to orfor members (Part IX, column (A), line 4) 0 0 15 benefits (PartIX,co umn 1,469,021 1,504,465 16a Professmnalfundraismg fees (PartIX,co umn lie) 0 0 Total fundraismg expenses (Part column (D), line 25) #561478 17 881,380 799,998 18 Totalexpenses Add lines 3,883,941 4,495,353 19 Revenue less expenses Subtract line 18 from line 12 -137,797 614,562 . . 3% Beginning of Current End of Year Year q- 33 20 Totalassets (PartX, ine 16) 8,892,445 9,862,341 5E 21 Totalliabilities (PartX, ine 26) 762,414 1,400,719 to EU- 22 Net assets orfund balances Subtract line 21 from line 20 8,130,031 8,461,622 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge l2016?05?02 Sign Signature of officer Date Here JOHN JACKSON PRESIDENT AND CEO Type or print name and title Print/Type preparer's name Preparers Signature Date Check ,f PTIN 'd JOSEPH 6150 JOSEPH 6150 2016?05?02 self?employed P00030126 al Firm's name CBIZ TOFIAS Firm's EIN 26?3753134 Preparer Firm's address F500 BOYLSTON STREET Phone no (617) 761?0600 Use Only BOSTON, MA 02116 May the IRS discuss this return With the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions. I7Yes Cat No 11282Y Form 990 (2014) Form 990(2014) Page2 Statement of Program Service Accomplishments . . . . . . . . . . . . . .I7 1 Briefly describe the organization?s missmn THE PURPOSE OFTHE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION DEVELOP AND STRENGTHEN A BROAD- BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC ENGAGE IN ANY AND ALL OTHER LAWFULACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION 2 Did the organization undertake any Significant program serVIces during the year which were not listed on thepriorForm9900r990-EZIf"Yes," describe these new serVIces on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program If "Yes," describe these changes on Schedule 0 4 Describe the organization?s program serVIce accomplishments for each of its three largest program serVIces, as measured by expenses Section 501(c)(3)and 501(c)(4) organizations are reqUIred to report the amount ofgrants and allocations to others, the total expenses, and revenue, ifany, for each program serVIce reported 4a (Code (Expenses 3,381,439 including grants of 2,190,890 (Revenue 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 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 TO REFORM FRAMEWORK AND CREATE A FEDERAL RIGHT TO AN OPPORTUNITY TO LEARN 4b (Code (Expenses 117,311 including grants of (Revenue EDUCATION VOTERS OF - 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 44; (Code (Expenses including grants of (Revenue 4d Other program serVIces (Describe in Schedule 0 (Expenses including grants of$ (Revenue 4e Total program service expenses Ir 3 ,4 98 ,7 50 Form 990 (2014) Form 990 (201420a Page 3 Part IV Checklist of Required Schedules Yes No Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," Yes complete Schedule A 1 Is the organization reqUIred to complete Schedule 5, Schedule of Contributors (see instructions)? 2 Yes Did the organization engage in direct or indirect political campaign actIVIties on behalf ofor in 0pp0$ltl0n to No candidates for public office? If "Yes," complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actIVIties, or have a section 501(h) Yes election in effect during the tax year? If "Yes," complete Schedule C, Part II 4 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes,?complete Schedule C, 5 No Part . Did the organization maintain any donor adVIsed funds or any similarfunds or accounts for which donors have the right to prowde adVIce on the distribution or investment ofamounts in such funds or accounts? If "Yes,? complete Schedule D, Part IE 6 0 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enVIronment, historic land areas, or historic structures? If "Yes,"complete Schedule D, Part II 7 0 Did the organization maintain collections ofworks ofart, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part 3 0 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation serVIces? If "Yes,? complete Schedule D, PartI 9 0 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 Yes permanent endowments, or quaSI-endowments? If "Yes," complete Schedule D, Part Ifthe organization?s answerto any ofthe followmg questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable Did the organization report an amount for land, and eqUIpment in Part X, line 10? If "Yes," complete Schedule D, Part VI . 11a es Did the organization report an amount for investments?other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes,? complete Schedule D, Part 11b 0 Did the organization report an amount for investments?program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes,? complete Schedule D, Part 11C 0 Did the organization report an amount for other assets in Part X, line 15 that is 5% or more ofits total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX'E 11e No Did the organization's separate or consolidated finanCIal statements for the tax year include a footnote that 11f Yes addresses the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part Did the organization obtain separate, independent audited finanCIal statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII 123 Yes Was the organization included in consolidated, independent audited finanCIal statements for the tax year? If 12b No "Yes," and If the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII lS optional Is the organization a school described in section If "Yes,?complete ScheduleE 13 No Did the organization maintain an office, employees, or agents out5ide ofthe United States? 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, busmess, investment, and program serVIce actIVIties out5ide the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes,"complete Schedule F, Parts I and IV . 14b NO Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or other aSSIstance to or for any foreign organization? If ?Yes,? complete Schedule F, Parts II and IV 15 0 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or other a55istance to orforforeign indIVIduals? If ?Yes,?complete ScheduleF, Parts and IV . 16 0 Did the organization report a total of more than $15,000 ofexpenses for professmnal fundraismg serVIces on Part 17 No IX, column (A), lines 6 and 11e? If "Yes,? complete Schedule G, Part I (see instructions) Did the organization report more than $15,000 total offundraismg event gross income and contributions on Part lines 1c and 8a? If "Yes,"complete Schedule G, Part II 13 0 Did the organization report more than $15,000 ofgross income from gaming actIVIties on Part line 9a? If 19 No "Yes, complete Schedule G, Part Did the organization operate one or more hospital faCIlities? If "Yes,"complete ScheduleH 20a No If "Yes" to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20b Form 990 (2014) Form 990 (2014Part I Page 4 Part IV Checklist of Required Schedules (continued) Did the organization report more than $5,000 ofgrants or other as5istance to any domestic organization or 21 Yes domestic government on Part IX, column (A), line 1? If ?Yes,?complete Schedule I, Parts I and II Did the organization report more than $5,000 ofgrants or other a55istance to or for domestic indIVIduals on Part 22 IX, column (A), line 2? If ?Yes,? complete Schedule I, Parts I and 0 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes,? 23 es complete Schedule] . Did the organization have a tax-exempt bond issue With an outstanding prinCIpaI amount of more than $100,000 as ofthe last day ofthe year, that was issued after December 31, 2002? If ?Yes,? answer lines 24b through 24d and complete Schedule K. If ?No, go to line 25a . . . 24a 0 Did the organization invest any proceeds oftax-exempt bonds beyond a temporary period exception? 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24C Did the organization act as an "on behalfof" issuerfor bonds outstanding at any time during the year? 24d Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes,"complete Schedule L, PartI . 25a No Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and that the transaction has not been reported on any ofthe organization?s prior Forms 990 or If 25b NO "Yes, complete Schedule L, Part I Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 26 No If "Yes," complete Schedule L, Part II Did the organization prowde a grant or other as5istance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family 27 No member of any ofthese persons? If "Yes," complete Schedule L, Part Was the organization a party to a busmess transaction With one of the followmg parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) A current or former officer, director, trustee, or key employee? If "Yes,? complete Schedule L, Part 28a No A family member ofa current or former officer, director, trustee, or key employee? If "Yes,? complete Schedule L, Part I . 28b No An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV . 28C 0 Did the organization receive more than $25,000 in non-cash contributions? If "Yes,"complete ScheduleM 29 No Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete ScheduleM 30 0 Did the organization liqUIdate, terminate, or dissolve and cease operations? If "Yes,? complete Schedule N, No 31 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes,? complete Schedule N, Part II 32 0 Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? If "Yes,"complete Schedule R, PartI 33 0 Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Part II, orIV, Yes and Part V, line 1 34 Did the organization have a controlled entity Within the meaning ofsection 512(b)(13)? 35a Yes If?Yes?to line 35a, did the organization receive any payment from or engage in any transaction With a controlled 35b entity Within the meaning of section 5 12(b)(13)? If "Yes," complete Schedule R, Part V, line2 es Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes,? complete Schedule R, Part V, line 2 35 0 Did the organization conduct more than 5% of its actIVIties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes,"complete Schedule R, Part VI 37 0 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are reqUIred to complete Schedule 0 38 Yes Form 990 (2014) Form 990(2014) pages Statements Regarding Other IRS Filings and Tax Compliance . . . . . . . . . . . . . Yes No 1a Enter the number reported In Box 3 of Form 1096 Enter-0- If not appIIcable . . 1a 32 Enter the number of Forms W-ZG Included In Me 1a Enter-0- If not appIIcable 1b 0 the organIzatIon comply WIth backup WIthholdIng rules for reportable payments to vendors and reportable gamIng (gambIIng)WInnIngs to prIze WInnersEnter the number ofemployees reported on Form W-3, TransmIttal ofWage and Tax Statements, ?led for the calendar year endIng WIth or WIthIn the year covered 23 13 Ifat least one IS reported on Me 2a, dId the organIzatIon ?le all reqUIred federal employment tax returns? 2b Note. Ifthe sum ofIInes 1a and 2a IS greater than 250, you may be reqUIred to e-fIIe (see InstructIons) es 3a the organIzatIon have unrelated busmess gross Income of$1,000 or more durIng the year? . . . 3a Yes If?Yes,? has It ?led a Form 990-T forthIs year? If ?No? to [me 3b, prowde an explanation In Schedule any tIme durIng the calendar year, dId the organIzatIon have an Interest In, or a sIgnature or other authorIty over, a fInanCIal account In a foreIgn country (such as a bank account, securItIes account, or otherfInanCIal 4a N0 If"Yes," enter the name ofthe foreIgn country Ir See InstructIons reqUIrements for Form 114, Report of ForeIgn Bank and FInanCIal Accounts (FBAR) 5a Was the organIzatIon a party to a prothIted tax shelter transactIon at any tIme durIng the tax year? . . 5a No any taxable party notIfy the organIzatIon that It was or Is a party to a prothIted tax shelter transactIon? 5b No If"Yes," to Me 5a or 5b, dId the organIzatIon ?le Form 5c 6a Does the organIzatIon have annual gross receIpts that are normally greater than $100,000, and dId the Ga No organIzatIon so ICIt any contrIbutIons that were not tax deducthle as charItable contrIbutIons? If"Yes," dId the organIzatIon Include WIth every so ICItatIon an express statement that such contrIbutIons or 6b 7 Organizations that may receive deductible contributions under section 170(c). a the organIzatIon recere a payment In excess of$75 made partly as a contrIbutIon and partly for goods and 7a No serVIces prOVIded to the payor'? If"Yes," dId the organlzatIon notIfy the donor ofthe value of the goods or serVIces prOVIdedthe organIzatIon sell, exchange, or otherWIse dIspose oftangIble personal property for It was requIred to N0 If"Yes,"IndIcate the numberofForm58282fI ed durIng the year . . . . I 7d I the organIzatIon recere any funds, dIrectly or IndIrectly, to pay prequms on a personal bene?t NO the organIzatIon, durIng the year, pay prequms, dIrectly or IndIrectly, on a personal bene?t contract? . . 7f No Ifthe organIzatIon recered a contrIbutIon Intellectual property, dId the organIzatIon ?le Form 8899 as Ifthe organIzatIon recered a contrIbutIon ofcars, boats, aIrplanes, or other vehIcles, dId the organIzatIon ?le a 7h 8 Sponsoring organizations maintaining donor advised funds. a donor adVIsed fund maIntaIned by the sponsorIng organIzatIon have excess busmess holdIngs at any tIme 8 9a the sponsorIng organIzatIon make any taxable dIstrIbutIons under sectIon 4966? . . . 9a the sponsorIng organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? . . . 9b 10 Section 501(c)(7) organizations. Enter InItIatIon fees and capItal contrIbutIons Included on Part Me 12 . . . 10a Gross receIpts, Included on Form 990, Part Me 12, for pubIIc use ofclub 10b 11 Section 501(c)(12) organizations. Enter a Gross Income from members or shareholders . . . . . . . . . 11a Gross Income from other sources (Do not net amounts due or paId to other sources agaInst amounts due or recered from them11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organIzatIon fIlIng Form 990 In lIeu of Form 1041? 12a If "Yes," enter the amount of tax-exempt Interest recered or accrued durIng the 12" 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organIzatIon lIcensed to Issue health plans In more than one state? Note. See the InstructIons for addItIonal InformatIon the organIzatIon must report on Schedule 0 13a Enter the amount of reserves the organIzatIon Is reqUIred to maIntaIn by the states In the organIzatIon Is lIcensed to Issue health plans . . . . 13?" Enterthe amount of reserves on hand . . . . . . . . . . . . 13c 14a the organIzatIon recere any payments for IndoortannIng serVIces durIng the tax year"Yes," has It ?led a Form 720 to report these payments? If "No,?prowde an explanation In Schedule 0 . . 14b Form 990(2014) Form 990 (2014) Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. Page 6 See instructions. Check IfSchedule contaIns a response or note to any Me In thIs Part VI .I7 Section A. Governing Body and Management Yes No 1a Enter the number ofvotIng members ofthe governIng body at the end ofthe tax 1a 9 year Ifthere are materIal dIfferences In votIng rIghts among members ofthe governIng body, or Ifthe governIng body delegated broad authorIty to an executIve commIttee or commIttee, explaIn In Schedule 0 Enter the number ofvotIng members Included In Me 1a, above, who are 9 2 any of?cer, dIrector, trustee, or key employee have a famIIy relatIonshIp or a busIness relatIonshIp WIth any other of?cer, dIrector, trustee, or key employee? 2 Yes 3 the organIzatIon delegate control over management dutIes customarIIy performed by or under the dIrect 3 No superVISIon of of?cers, dIrectors or trustees, or key employees to a management company or other person? 4 the organIzatIon make any SIgnIfIcant changes to Its governIng documents smce the prIor Form 990 was ?led? No 5 the organIzatIon become aware durIng the year ofa SIgnIfIcant dIversIon of the organIzatIon's assets? 5 No the organIzatIon have members or stockholders? No 7a the organIzatIon have members, stockholders, or other persons who had the power to elect or app0Int one or more members ofthe governIng body? 7a No Are any governance deCISIons ofthe organIzatIon reserved to (or subject to approval by) members, stockholders, 7b No or persons other than the governIng body? 8 the organIzatIon contemporaneously document the meetIngs held or ertten actIons undertaken durIng the year by the followmg a The governIng body? 8a Yes Each commIttee WIth authorIty to act on behalfof the governIng body? 8b Yes 9 Is there any of?cer, dIrector, trustee, or key employee Isted In Part VII, SectIon A, who cannot be reached at the organIzatIon? address? If "Yes,? ?prowde the names and addresses In Schedule 0 . . 9 N0 Section B. Policies (This Section requests information about policies not required by the Internal Revenue Code.) Yes No 10a the organIzatIon have local chapters, branches, or 10a No If"Yes," dId the organIzatIon have ertten polICIes and procedures governIng the actIVItIes ofsuch chapters, and branches to ensure theIr operatIons are conSIstent WIth the organIzatIon's exempt purposes? 10" 11a Has the organIzatIon prOVIded a complete copy ofthIs Form 990 to all members ofIts governIng body before fIlIng the form? 11a Yes DescrIbe In Schedule 0 the process, Ifany, used by the organIzatIon to reVIew thIs Form 990 12a the organIzatIon have a ertten coanIct of Interest pollcy? If "No,"go to ?ne 13 12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve rIse to coanIcts? 12b Yes the organIzatIon regularly and conSIstently monItor and enforce compIIance WIth the pollcy? If "Yes,"descrIbe In Schedule 0 how M5 was done 12C Yes 13 the organIzatIon have a ertten po Icy? 13 Yes 14 the organIzatIon have a ertten document retentIon and destructIon pollcy? 14 Yes 15 the process for determInIng compensatIon ofthe followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon of the deIIberatIon and deCISIon?? a The organIzatIon?s CEO, ExecutIve DIrector, or top management offICIal 15a Yes Other of?cers or key employees of the organIzatIon 15b Yes If"Yes" to Me 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) 16a the organIzatIon Invest In, contrIbute assets to, or partICIpate In a Jomt venture or arrangement WIth a taxable entIty durIng the year? 16a No If "Yes," dId the organIzatIon follow a ertten pollcy or procedure reqUIrIng the organIzatIon to evaluate Its partICIpatIon In venture arrangements under appIIcable federal tax law, and take steps to safeguard the organIzatIon?s exempt status WIth respect to such arrangements? 16b Section C. Disclosure 17 18 19 20 LIst the States WIth a copy ofthIs Form 990 Is reqUIred to be fIledIrMA NY SectIon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 IfappIIcable), 990, and 990-T (501(c) (3)s only) avaIIable for pubIIc InspectIon IndIcate how you made these avaIIable Check all that apply Own webSIte I7 Another's webSIte I7 Upon request Other (explaIn In Schedule 0) DescrIbe In Schedule 0 whether (and Ifso, how) the organIzatIon made Its governIng documents, coanIct of Interest po Icy, and fInanCIal statements avaIIable to the pubIIc durIng the tax year State the name, address, and telephone number of the person who possesses the organIzatIon's books and records FHEIDI BROOKS 675 MASSACHUSETTS AVENUE 8TH FLOOR 02139 (617)876-7700 Form 990(2014) Form 990 (2014) Page 7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check ifSchedule 0 contains a response or note to any line In this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons reqUIred to be listed Report compensation for the calendar year ending With or Within the organization?s tax year I List all ofthe organization?s current officers, directors, trustees (whether indIVIduals or organizations), regardless ofamount ofcompensation Enter-O- in columns (D), (E), and (F) if no compensation was paid I List all ofthe organization?s current key employees, ifany See instructions for definition of "key employee I List the organization?s five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations I List all ofthe organization?s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations I List all ofthe organization?s former directors or trustees that received, in the capaCIty as a former director or trustee ofthe organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the followmg order indIVIduaI trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) (B) (C) (D) (E) (F) Name and Title Average P05ition (do not check Reportable Reportable Estimated hours per more than one box, unless compensation compensation amount of week (list person is both an officer from the from related other any hours and a director/trustee) organization organizations compensation for related 3 I I -n (W- 2/1099- (W- 2/1099- from the organizations 3 3.13 9 MISC) MISC) organization Q- below E- rr- .1: ,3 and related I: a ud- .1.- dotted line) i: :i H- organizations (1) GREG JOBIN-LEEDS 1 00 0 0 0 00 (2) BAISHALI RINKU SEN 1 00 0 0 0 00 (3) MICHELLE COFFEY 1 00 0 0 CLERK 0 00 (4) MARIA 1 00 0 0 TREASURER 1 00 (5) MAISIE CHIN 1 00 0 0 BOARD DIRECTOR 0 00 (6) ANDREW GILLUM 1 00 0 0 BOARD DIRECTOR 1 00 (7) JACKIE 1 00 0 0 BOARD DIRECTOR 0 00 (8) LILO LEEDS 1 00 0 0 BOARD DIRECTOR 0 00 (9) ALVIN LOUIS STARKS 1 00 0 0 BOARD DIRECTOR 0 00 (10) ANTONIA DARDER 1 00 0 0 BOARD DIRECTOR 0 00 (11) GERARD LEEDS 1 00 0 0 BOARD DIRECTOR 0 00 (12) DEBORAH LABELLE 1 00 0 0 BOARD DIRECTOR 0 00 (13) JOHN JACKSON 40 00 365,732 45,726 PRESIDENT CEO 1 00 (14) CASSIE SCHWERNER 40 00 174,486 42,984 SENIOR VP OF PROGRAMS 0 00 Form 990 (2014) Form 990(2014) pages Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and Average P05Itlon (do not check Reportable Reportable Estlmated hours per more than one box, unless compensatlon compensatlon amount of other week (Ilst person IS both an of?cer from the from related compensatlon any hours and a dIrector/trustee) organlzatlon (W- organlzatlons (W- from the for related C, 3 I I -n organlzatlon and organlzatlons a E. 9 related below .1: E5 3 organlzatlons I: a II-I dotted MeSub-Total Total from continuation sheets to Part VII, Section A Total (add lines 1b and 1c) 540,218 0 88,710 2 Total number of IndIVIduals (Includlng but not IImIted to those Ilsted above) who recelved more than $100,000 of reportable compensatlon from the organlzatlonlrz Yes No 3 the organlzatlon IIst any former of?cer, dIrector ortrustee, key employee, or hlghest compensated employee on Me 1a? If "Yes,"complete Schedulleorsuch . . . . . . . . . . . . . . 3 No 4 For any IndIVIduaI Ilsted reportable compensatlon and other compensatlon from the organlzatlon and related organlzatlons greater than $150,000? If "Yes," complete Schedulleorsuch 5 any person Ilsted on Me 1a recelve or accrue compensatlon from any unrelated organlzatlon or IndIVIdual for serVIces rendered to the organlzatlon? If "Yes,"complete Schedulleorsuch person . . . . . . . . 5 No Section B. Independent Contractors 1 Complete table for yourflve hlghest compensated Independent contractors that recelved more than $100,000 of compensatlon from the organlzatlon Report compensatlon for the calendar year WIth or WIthIn the organlzatlon?s tax year (A) (B) (C) Name and busmess address Ion of serVIces Corn nsatlon 2 Total number of Independent contractors (Includlng but not IImIted to those Ilsted above) who recelved more than $100,000 ofcompensatlon from the organlzatlon II-O Form 990 (2014) Form 990 (2014) Page 9 Statement of Revenue CheckifScheduleO contains a response ornote to any lineinthis . . . . . (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt busmess excluded from function revenue tax under revenue sections 512-514 1a Federated campaigns . . 1a 3 Membership dues . . . . 1b El Fundraismg events . . . . 1c Related organizations . . . 1d a; Government grants (contributions) 1e 17: .E All other contributions, gifts, grants, and 1f 4,707,372 Similar amounts not included above 3 Noncash contributions included in lines 1a?1f$ 4 707 372 Total.Add lines 1a-1f . . in Ir Busmess Code 2a qa 5 p? a All other program serVIce revenue Total. Add lines 2a?2f II- 3 Investment income (including leldendS, interest, 182 311 182 311 and other Similar amounts) Income from investment of tax?exempt bond proceeds F- 5 Royalties Real (ii) Personal 6a Gross rents Less rental expenses Rental income or(loss) Net rental income or (loss) Securities (ii) Other 7a Gross amount from sales of 200,232 assets other than inventory Less cost or other ba5is and 0 sales expenses Gain or (loss) 200,232 Net gain or (loss) . p. 200,232 200,232 8a Gross income from fundraismg events (not including 3 5 3, ofcontributions reported on line 1c) See PartIV,line 18 II a 5 Less direct expenses . . . Net income or (loss) from fundraismg events . . 9a Gross income from gaming actIVIties See Part IV, line 19 a Less direct expenses . . . Net income or (loss) from gaming actIVIties . . .p 103 Gross sales ofinventory, less returns and allowances a Less cost ofgoods sold . . Net income or (loss) from sales ofinventory . . Miscellaneous Revenue Busmess Code 11a MANAGEMENT FEE-RELATED 551000 204300 201000 All other revenue Total.Addlines 11a?11d II- 20,000 12 Total revenue. See Instructions 5,109,915 20,000 382,543 Form 990 (2014) Form 990(2014) Page 10 Statement of Functional Expenses Section 501(c)(3)and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) CheckifScheduleO containsa response or note to anyline in this PartIX . . . . . . Do not include amounts reported on lines 6b, (A) Prog l'alnB)SerVIC? Manag?ifwlent and 7b! 8b! 9b! and 10b Of Part Total expenses expenses general expenses expenses 1 Grants and other a55istance to domestic organizations and domestic governments See Part IV, line 21 2,190,890 2,190,890 2 Grants and other aSSIstance to domestic indIVIduals See Part IV, line 22 3 Grants and other a55istance to foreign organizations, foreign governments, and foreign indIVIduals See Part IV, lines 15 and 16 Benefits paid to or for members 5 Compensation ofcurrent officers, directors, trustees, and key employees 786,319 467,173 305,933 13,213 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . 7 Other salaries and wages 458,602 257,734 200,277 591 8 Pen5ion plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 75,196 45,155 29,153 888 9 Other employee benefits 107,667 38,289 69,026 352 10 Payroll taxes 76,681 42,865 33,154 662 11 Fees for serVIces (non-employees) a Management 9,950 75 9,875 Legal 5,654 202 5,415 37 Accounting 66,930 66,930 Lobbying ProfeSSIonal fundraismg serVIces See Part IV, line 17 Investment management fees 38,707 38,707 9 Other (Ifline 11g amount exceeds 10% ofline 25, column (A) amount, list line 1 lg expenses on Schedule 0) 238,167 202,978 7,181 28,008 12 Advertising and promotion 552 552 13 Office expenses 32,887 10,770 20,504 1,613 14 Information technology 15 Royalties 16 Occupancy 17 Travel 127,265 93,967 29,144 4,154 18 Payments oftravel or entertainment expenses for any federal, state, or local public offICIals 19 Conferences, conventions, and meetings 13,458 13,070 287 101 20 Interest 21 Payments to affiliates 22 DepreCIation, depletion, and amortization 11,118 5,334 5,756 28 23 Insurance 11,448 369 11,079 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24e Ifline 24e amount exceeds 10% ofline 25, column (A)amount, list line 24e expenses on Schedule 0 a RENT UTILITIES 172,674 87,193 85,070 411 TELEPHONE 30,454 20,820 9,539 95 PRINTING 13,837 13,457 380 SOFTWARE FE 10,022 192 3,526 6,304 All other expenses 16,875 7,665 9,189 21 25 Total functional expenses. Add lines 1 through 24e 4,495,353 3,498,750 940,125 56,478 26 Joint costs. Complete this line only if the organization reported in column (B) costs from a combined educational campaign and fundraismg soIICItation Check here It iffollowmg SOP 98-2 (ASC 958-720) Form 990 (2014) Form 990 (2014) Balance Sheet Page 11 Check ifSchedule 0 contains a response or note to any line In this Part . . (A) (B) Beginning ofyear End ofyear 1 Cash?non-interest-bearing 586,741 1 339,764 2 Sayings and temporary cash investments 611,898 2 2,273,150 3 Pledges and grants receivable, net 683,382 3 177,250 4 Accounts receivable, net 55,870 4 27,312 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees Complete Part II of Schedule 5 6 Loans and other receivables from other disqualified persons (as de?ned under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations ofsection 501(c)(9) voluntary employees' benefICIary organizations (see instructions) Complete Part II ofSchedule 6 7 Notes and loans receivable, net 7 8 Inventories for sale or use 8 Prepaid expenses and deferred charges 22.836 9 25.329 10a Land, bUIldings, and eqUIpment cost or other ba5is Complete Part VI of Schedule 10a 1383?? Less accumulated depreCIation 10b 88,727 35,357 10c 50,145 11 Investments?publicly traded securities 6.859.481 11 6.937.057 12 Investments?other securities See Part IV, line 11 12 13 Investments?program-related See Part IV, line 11 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 36,880 15 32,334 16 Total assets. Add lines 1 through 15 (must equal line 34) 8,892,445 16 9,862,341 17 Accounts payable and accrued expenses 280,164 17 202,719 18 Grants payable 482,250 18 1,198,000 19 Deferred revenue 19 20 Tax-exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV ofSchedule 21 :2 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified 7% persons Complete Part II ofSchedule 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable to unrelated third parties 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24) Complete Part ofSchedule 25 26 Total liabilities. Add lines 17 through 25 752,414 26 1.400.719 Organizations that follow SFAS 117 (ASC 958), check here It 7 and complete 3 lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 1,441,207 27 1,618,739 28 Temporarily restricted net assets 6,688,824 28 6,842,883 29 Permanently restricted net assets 29 If Organizations that do not follow SFAS 117 (ASC 958), check here It and complete lines 30 through 34. 3 30 Capital stock or trust prinCIpal, or current funds 30 Iii-1,, 31 Paid-in or capitalsurplus,orland, building orequipment fund 31 32 Retained earnings, endowment, accumulated income, or otherfunds 32 ii; 33 Total net assets or fund balances 8,130,031 33 8,461,622 2 34 Total liabilities and net assets/fund balances 8,892,445 34 9,862,341 Form 990 (2014) Form 990(2014) Page 12 Reconcilliation of Net Assets Check IfSchedule contaIns a response or note to any Me In thIs Part XI . 1 Total revenue (must equal Part column (A), Me 12) 1 5,109,915 2 Total expenses (must equal Part IX, column (A), Me 25) 2 4,495,353 3 Revenue less expenses Subtract Me 2 from Me 1 3 614,562 4 Net assets orfund balances at begInnIng ofyear (must equal Part X, Me 33, column 4 8,130,031 5 Net unrealized gaIns (losses) on Investments 5 -282,971 6 Donated serVIces and use of 6 7 Investment expenses 7 8 WIN perIod adjustments 8 9 Other changes In net assets orfund balances (explaIn In Schedule 0) 9 0 10 Net assets orfund balances at end ofyear CombIne lInes 3 through 9 (must equal Part X, Me 33, column 10 8,461,622 Financial Statements and Reporting Check IfSchedule contaIns a response or note to any Me In thIs Part XII . Yes No 1 AccountIng method used to prepare the Form 990 Cash I7 Accrual ther Ifthe organIzatIon changed Its method ofaccountIng from a prIor year or checked "Other," explaIn In Schedule 0 2a Were the organIzatIon?s fInanCIal statements compIIed or reVIewed by an Independent accountant? 2a No If?Yes,?check a box below to IndIcate whether the fInanCIal statements for the year were compIIed or reVIewed on a separate consolldated or both Separate Consolldated Both consolldated and separate Were the organlzatIon?s fInanCIal statements audIted by an Independent accountant? 2b Yes If?Yes,?check a box below to IndIcate whether the fInanCIal statements for the year were audIted on a separate baSIs, consolldated baSIs, or both I7 Separate Consolldated Both consolldated and separate If "Yes," to Me 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght ofthe audIt, reVIew, or compIIatIon ofIts fInanCIal statements and selectIon ofan Independent accountant? 2C Yes Ifthe organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In Schedule 0 3a As a result ofa federal award, was the organIzatIon requIred to undergo an audIt or audIts as set forth In the SIngle AudItAct and OMB CIrcularA-133? 3a N0 If "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts'? Ifthe organIzatIon dId not undergo the 3b reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts Form 990(2014) Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493132025796I 0 MB No 1545-0047 SCHEDULE A Public Charity Status and Public Support (Form 990 990EZ) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) 20 1 4 nonexempt charitable trust. Department of the It Attach to Form 990 or Form 990-EZ. Open to Public Treasury Information about Schedule A (Form 990 or 990-EZ) and its instructions is at I . Internal Revenue Sewice Name of the organization Employer identification number THE SCHOTT FDTN FOR PUBLIC EDUCATION 04-3457065 Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is (For lines 1 through 11, check only one box) 1 A church, convention ofchurches, or assomation ofchurches described in section 2 A school described in section (Attach Schedule 3 A hospital or a cooperative hospital serVIce organization described in section 4 A medical research organization operated in conjunction With a hospital described in section Enter the hospital's name, City, and state 5 An organization operated for the benefit ofa college or univerSIty owned or operated by a governmental unit described in section (Complete Part II 6 A federal, state, or local government or governmental unit described in section 7 I7 An organization that normally receives a substantial part ofits support from a governmental unit orfrom the general public described in section (Complete Part II 8 A community trust described in section 170(b)(1)(A)(vi) (Complete Part II 9 An organization that normally receives (1) more than 331/30/0 of its support from contributions, membership fees, and gross receipts from actIVIties related to its exempt functions?subject to certain exceptions, and (2) no more than 331/30/0 of its support from gross investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization afterJune 30, 1975 See section 509(a)(2). (Complete Part 10 An organization organized and operated excluswely to test for public safety See section 509(a)(4). 11 An organization organized and operated exc u5ive y for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box in lines 11a through 11d that describes the type ofsupporting organization and complete lines 11e, 11f, and 119 a Type I. A supporting organization operated, superVIsed, or controlled by its supported organization(s), typically by giVing the supported organization(s) the powerto regularly appomt or elect a majority ofthe directors or trustees ofthe supporting organization You must complete Part IV, Sections A and B. Type II. A supporting organization superVIsed or controlled in connection With its supported organization(s), by haying control or management of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. Type functionally integrated. A supporting organization operated in connection With, and functionally integrated With, its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E. Type non-functionally integrated. A supporting organization operated in connection With its supported organization(s) that is not functionally integrated The organization generally must satisfy a distribution reqUIrement and an attentiveness reqUIrement (see instructions) You must complete Part IV, SectionsA and D, and Part V. Check this box ifthe organization received a written determination from the IRS that it is a Type I, Type II, Type functionally integrated, orType non-functionally integrated supporting organization Enter the number ofsupported organizations . . . . . . . . Prowde the followmg information about the supported organization(s) (i)Name ofsupported (ii) EIN Type of (iv) Is the organization Amount of (vi) Amount of organization organization listed in your governing monetary support other support (see (described on lines document? (see instructions) instructions) 1- 9 above section (see instructions)) Yes No Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ. Cat N0 11285F ScheduleA(Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Page 2 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part If the organization fails to qualify under the tests listed below, please complete Part Section A. Public Support Calendar year (or fiscal year beginning 1 6 in)F Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants Tax revenues levred forthe organization's benefit and either paid to or expended on its behalf The value ofserVIceS orfaCIlitieS furnished by a governmental unit to the organization Without charge Total.Add lines 1 through 3 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% ofthe amount shown on line 1 1, column Public support. Subtract line 5 from line 4 (a)2010 (b)2011 2012 (d)2013 2014 Total 13,558,997 2,794,345 1,909,990 3,275,477 4,706,021 26,244,830 13,558,997 2,794,345 1,909,990 3,275,477 4,706,021 26,244,830 19,842,158 6,402,672 Section B. Total Support Calendar year (or fiscal year 7 8 10 11 12 13 beginning in) (a)2010 (b)2011 (c)2012 (d)2013 (e)2014 Total Amounts from line 4 13,558,997 2,794,345 1,909,990 3,275,477 4,706,021 26,244,830 Gross income from interest, leldendS, payments received on securities loans, rents, royalties and income from Similar sources 18,939 120,467 155,535 142,766 182,311 620,018 Net income from unrelated busmess actIVItieS, whether or not the buSIneSS IS regularly carried on 35,000 35,000 20,000 20,000 20,000 130,000 Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI) 16,850 74,673 1,351 92,874 Total support Add lines 7 through 10 27,087,722 Gross receipts from related actIVIties, etc (see instructions) 12 First five years. Ifthe Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)( organization, check this box and stop here Section C. Computation of Public Support Percentage 3) 14 15 16a 17a 18 Public support percentage for 2014 (line 6, column lelded by line 11, column Public support percentage for 2013 Schedule A, Part II, line 1/3?/o support test?2014.Ifthe organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3?/o support test?2013.Ifthe organization did not check a box on line 13 or 16a, and line 15 IS 33 1/3% or more, check this box and stop here.The organization qualifies as a publicly supported organization organization did not check a box on line 13, 16a, or 16b, and line 14 IS 10% or more, and ifthe organization meets the "facts-and-CIrcumstanceS" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-Circumstances" test The organization qualifies as a publicly supported organization organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 IS 10% or more, and ifthe organization meets the "facts-and-CIrcumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-CIrcumstanceS" test The organization qualifies as a publicly supported organization Private foundation. Ifthe organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions H7 Schedule A (Form 990 or 990-EZ) 2014 ScheduleA (Form 990 or990-EZ)2014 Page3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning 1 7a 8 in)F 2010 2011 (c)2012 2013 2014 Total Gifts, grants, contributions, and membership fees received (Do not include any "unusual grants Gross receipts from merchandise sold or serVIces performed, orfaCIlities furnished in any actIVIty that is related to the organization's tax-exempt purpose Gross receipts from actIVIties that are not an unrelated trade or busmess under section 513 Tax revenues leVIed forthe organization's benefit and either paid to or expended on its behalf The value ofserVIces or faCIlities furnished by a governmental unit to the organization Without charge Total.Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of$5,000 or 1% ofthe amount on line 13 for the year Add lines 7a and 7b Public support (Subtract line 7c from line 6 Section B. Total Support Calendar year (or fiscal year beginning 9 10a 11 12 13 14 2010 2011 (c)2012 2013 2014 (f)Tota Amounts from line 6 Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources Unrelated busmess taxable income (less section 511 taxes) from busmesses achIred after June 30, 1975 Add lines 10a and 10b Net income from unrelated busmess actIVIties not included in line 10b, whether or not the busmess is regularly carried on Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI) Total support. (Add lines 9, 10c, 11, and 12) First five years. Ifthe Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2014 (line 8, column lelded by line 13, column 15 16 Public support percentage from 2013 Schedule 15 15 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2014 (line 10c, column lelded by line 13, column 17 18 Investment income percentage from 2013 Schedule A, Part line 17 13 19a 33 1/3?/o support tests?2014.Ifthe organization did not check the box on line 14, and line 15 is more than 33 and line 17 is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3?/o support tests?2013.Ifthe organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization Fl? 20 Private foundation. Ifthe organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Part IV Supporting Organizations (Complete only ifyou checked a box on line 11 ofPartI Ifyou checked 11a ofPart I, complete Sections A and Ifyou checked 11b ofPart I, complete Sections A and Ifyou checked 11c ofPart I, complete Sections A, D, and Ifyou checked 11d ofPart I, complete Sections A and D, and complete Part V) Section A. All Supporting Organizations Page 4 1 3a 5a Are all ofthe organization?s supported organizations listed by name in the organization's governing documents? If "No, describe in Part VI how the supported organizations are deSignated. If de5ignated by class or purpose, describe the deSignation. If historic and continumg relationship, explain. Did the organization have any supported organization that does not have an IRS determination ofstatus under section 509 or (2 If "Yes,? explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). Did the organization have a supported organization described in section 501(c)(4), (5), or If "Yes," answer and below. Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2 If "Yes,"describein Part VI when and how the organization made the determination. Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2)(B) purposes? If "Yes,"explain in Part VI what controls the organization put in place to ensure such use. Was any supported organization not organized in the United States ("foreign supported organization")? If ?Yes? and if you checked lie or 11b in Part I, answer and below. Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization? If ?Yes,?describe in Part VI how the organization had such control and discretion despite being controlled or superVised by or in connection With its supported organizations. Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or If ?Yes,?explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used excluswely for section 170(c)(2)(B) purposes. Did the organization add, substitute, or remove any supported organizations during the tax year? If ?Yes,?answer and below (if applicable). Also, prowde detail in Part VI, including the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, the authority under the organization?s organizmg document authorizmg such action, and (iv) how the action was accomplished (such as by amendment to the organizmg document). Type I or Type II only. Was any added or substituted supported organization part ofa class already deSIgnated in 9a 10a 11 the organization's organi2ing document? Substitutions only. Was the substitution the result ofan event beyond the organization's control? Did the organization prowde support (whether in the form ofgrants or the prOVI5ion ofserVIces or faCIlities) to anyone otherthan its supported organizations, IndIVIdualS that are part of the charitable class benefited by one or more of its supported organizations, or other supporting organizations that also support or benefit one or more ofthe filing organization's supported organizations? If ?Yes,?prowde detail in Part VI. Did the organization prowde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in IRC a family member ofa substantial contributor, ora 35-percent controlled entity With regard to a substantial contributor? If ?Yes,?complete PartI of ScheduleL (Form 990). Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If ?Yes, complete Part II of Schedule (Form 990). Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509 or If ?Yes,?provrde detail in Part VI. Did one or more disqualified persons (as defined in line hold a controlling interest in any entity in which the supporting organization had an interest? If ?Yes,?prOVide detail in Part VI. Did a disqualified person (as defined in line have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ?Yes,?provrde detail in Part VI. Was the organization subJect to the excess busmess holdings rules 4943 because 4943(f) (regarding certain Type II supporting organizations, and all Type non-functionally integrated supporting organizations)? If ?Yes,?answerb below. Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busmess holdings). Has the organization accepted a gift or contribution from any ofthe followmg persons? A person who directly or indirectly controls, either alone ortogether With persons described in and below, the governing body ofa supported organization? A family member ofa person described in above? A 35% controlled entity ofa person described in or above? If ?Yes to a, b, or c, prowde detail in Part VI10a 10b 11a 11b 11c Schedule A (Form 990 or 990-EZ) 2014 ScheduleA (Form 990 or990-EZ)2014 Page5 Part IV Supporting Organizations (continued) Section B. Type I Supporting Organizations Yes No 1 Did the directors, trustees, or membership ofone or more supported organizations have the power to regularly appomt or elect at least a majority of the organization's directors or trustees at all times during the tax year? If ?No, describe in Part VI how the supported organization(s) effectively operated, superwsed, or controlled the organization?s actiVities. If the organization had more than one supported organization, describe how the powers to appOint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 2 Did the organization operate for the benefit ofany supported organization other than the supported organization(s) that operated, superVIsed, or controlled the supporting organization? If ?Yes,?explain in Part VI how prowding such benefit carried out the purposes of the supported organization(s) that operated, superVised or controlled the supporting organization. Section C. Type II Supporting Organizations Yes No 1 Were a majority ofthe organization?s directors or trustees during the tax year also a majority of the directors or trustees ofeach ofthe organization?s supported organization(s)? If ?No,?describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 1 Section D. All Type Supporting Organizations Yes No 1 Did the organization prowde to each of its supported organizations, by the last day ofthe fifth month ofthe organization?s tax year, (1) a written notice describing the type and amount ofsupport prowded during the prior tax year, (2) a copy ofthe Form 990 that was most recently filed as ofthe date of notification, and (3) copies of the organization?s governing documents in effect on the date of notification, to the extent not preVIously prowded? 1 2 Were any of the organization's officers, directors, or trustees either appomted or elected by the supported organization(s) or (ii) serVIng on the governing body ofa supported organization? If "No,"explain in Part VI how the organization maintained a close and continuous working relationship With the supported organization(s). 2 3 By reason ofthe relationship described in (2), did the organization?s supported organizations have a Significant mice in the organization?s investment and in directing the use ofthe organization?s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization?s supported organizations played in this regard. 3 Section E. Type Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions) a The organization satisfied the ActIVIties Test Complete line 2 below The organization is the parent ofeach of its supported organizations Complete line 3 below The organization supported a governmental entity Describe in Part VI how you supported a government entity (see instructions) 2 ActIVItIes Test Answer and below. Yes No a Did substantially all of the organization's actiVities during the tax year directly further the exempt purposes ofthe supported organization(s) to which the organization was responswe? If "Yes,? then in Part VI identify those supported organizations and explain how these actiVities directly furthered their exempt purposes, how the organization was responSive to those supported organizations, and how the organization determined that these actiVities constituted substantially all of its actiVities. 2a Did the actiVities described in constitute actiVities that, but for the organization?s involvement, one or more of the organization?s supported organization(s) would have been engaged in? If "Yes,"explain in Part VI the reasons for the organization?s posrtion that its supported organization(s) would have engaged in these actiVities but for the organization?s involvement. 2b 3 Parent of Supported rganlzatlons Answer and below. a Did the organization have the power to regularly appomt or elect a majority ofthe officers, directors, or trustees of each ofthe supported organizations? PrOVide details in Part VI. 3a Did the organization exerCIse a substantial degree ofdirection overthe programs and actiVities ofeach of its supported organizations? If "Yes,? describe in Part VI the role played by the organization in this regard. 3b Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Page 6 Part Type Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here ifthe organization satisfied the Integral Part Test as a qualifying trust on Nov 20, 1970 See instructions. All other Type non-functionally integrated supporting organizations must complete Sections A through m-hWNl-l- Section A - Adjusted Net Income (A) Prior ear (B) Current Year (optional) Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 m-hWNl-l- DepreCIation and depletion Portion ofoperating expenses paid or incurred for production or collection of gross income orfor management, conservation, or maintenance of property held for production ofincome (see instructions) 01 Other expenses (see instructions) 7 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 A @NmU'l Q?u??i Section - Minimum Asset Amount (A) Prior Year (B) Current Year (optional) Aggregate fair market value ofall non-exempt-use assets (see instructions for short tax year or assets held for part ofyear) 1 Average value ofsecurities 1a Average cash balances 1b Fair market value of other non-exempt-use assets 1c Total (add lines 1a, 1b, and 1c) 1d Discount claimed for blockage or other factors (explain in detail in Part VI) AchISItion indebtedness applicable to non-exempt use assets Subtract line 2 from line 1d Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions) Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by 035 Recoveries of prior-year distributions GNOIM-B Minimum Asset Amount (add line 7 to line 6) Section - Distributable Amount Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% ofline 1 Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater ofline 2 orline 3 Income tax imposed in prior year Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) Check here if the current year is the organization's first as a non-functionally-integrated Type supporting organization (see instructions) Current Year m-hWNI-l- Schedule A (Form 990 or 990-EZ) 2014 Schedule A (Form 990 or 990-EZ) 2014 Page 7 Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform actIVIty that directly furthers exempt purposes ofsupported organizations, in excess of income from actIVIty 3 Administrative expenses paid to accomplish exempt purposes ofsupported organizations 4 Amounts paid to achIre exempt-use assets 5 Qualified set-aSIde amounts (prior IRS approval reqUIred) 6 Other distributions (describe in Part VI) See instructions \l Total annual distributions. Add lines 1 through 6 8 Distributions to attentive supported organizations to which the organization is responswe (prowde details in Part VI) See instructions 9 Distributable amount for 2014 from Section C, line 6 10 Line 8 amount lelded by Line 9 amount Section - Distribution Allocations (see (ii) instructions) Excess Distributions Undegtls-tzr?T?i?t ions Distributable Amount for 2014 1 Distributable amount for 2014 from Section C, line 6 2 Underdistributions, ifany, for years prior to 2014 (reasonable cause reqUIred--see instructions) 3 Excess distributions carryover, ifany, to 2014 From 2009. From 2010. From 2011. From 2012. From 2013. . Total oflines 3a through 9 Applied to underdistributions of prior years Applied to 2014 distributable amount i Carryoverfrom 2009 not applied (see instructions) Remainder Subtract lines 39, 3h, and 3i from 3f 4 Distributions for 2014 from Section D, line 7 a Applied to underdistributions of prior years Applied to 2014 distributable amount Remainder Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 2014, ifany Subtract lines 39 and 4a from line 2 (ifamount greater than zero, see instructions) 6 Remaining underdistributions for 2014 Subtract lines 3h and 4b from line 1 (ifamount greaterthan zero, see instructions) 7 Excess distributions carryover to 2015. A dd lines 3] and 4c 8 Breakdown ofline 7 From 2010. From 2011. From 2012. From 2013. From 2014. Schedule A (Form 990 or 990-EZ) (20 14) no: (23-066 10 066 w103) alnpallas 3J.IHM 3H.L S0 3O S0 3HJ. HJ.IM NI 1OOH3S NI NHV31 NV3 CINV H3V3J. 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NO 0NI0N3 0OI333 HV3A 3HI 0NI300 033 SV33I I303308 3VIONVNI3 3O 30VIN30333 I303308 00803 30 3AIIVOIONI 0NI38 8V SNOIIV30033 3HI NI 03IV33IN0N3 S3OI0V3 3HI SI33IN NOIIV0N003 3HI I3O3308 00803 30 NOIIVII0I3OS 3O INV30033 30I3 VNO8 0NV S000NIINO0 NO S3I33V0 II 0NV 3V33N30 3HI INO33 I3O3308 SII 3O I8V33 IV NOIIVON003 3HI 033 SV33I NI HI303 I38 IS3I ..830NVI8IN003I0 0NV 8IOV3..3HI S3I38IIV8 II 3SOV038 3000 3HI 3O NOII03S 330N0 NOIIVZINV03O 03I30330S SV S3I3I3V00 (.NOIIVON0O3.. 3HI) NOIIV0003 00803 303 NOIIV0N003 ILOH08 3HILS3I ..830NVI8IN003I0 0NV 8I0V3.. 3HI NOIIV0N003 ILOH0S 3HI 1sa_ _ seoue1su1n0113 puV 885) eu0I1Ipp8 3011380 SII11 S1S dLuo0 05w '9 pure '9 'z sauu '3 u0I1085 1J9d pue 58 pure ?9 ?9 sauu uonoas A 1J9d {01 Sun ?9 u0I10Ss?A1Jed TI 'A1Jed {qg pue FEE ?qz ?82 ?01 sauu ?3 u0I10as ?A11Jed is pure 2 sauu uonaas ?A11Jed ?3 uonaes {2 pure I sauu ?g uonaes 5311 Due ?36 06 ?96 ?9 ?99 ?317 817 ?38 08 ?3 SBUII uonaas 531 BUII I111 393 fq/_1 J0 en ?111Jed 101 ?111Jed Aq suoneueldxa 001 'uog1ew101u1 e1uawa ddns se?ed 066UJJ03) Valnpeuas Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493132025796I SCHEDULE Political Campaign and Lobbying Activities 0MB N0 1545-0047 (Form 990 or 990452) For Organizations Exempt From Income Tax Under section 501 and section 527 201 4 Department ofthe Treasury Ir Complete if the organization is described below. II- Attach to Form 990 or Form 990-EZ. Ir Information about Schedule (Form 990 or 990-EZ) and its instruct ions is at Open to Public Internal Revenue Seniice . . Ins I ection If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Cam paign Activities), then I- Section 501(c)(3) organizations Complete Parts I-A and Do not complete Part I-C in Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and below Do not complete Part I-B a Section 527 organizations Complete Part I-A only If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying Activities), then in Section 501(c)(3) organizations that have filed Form 5768 (election under section Complete Part II-A Do not complete Part a Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part Do not complete Part II-A If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 99042, Part V, line 35c (Proxy Tax) (see separate instructions), then a Section 501(c)(4), (5), or (6) organizations Complete Part Name ofthe organization Employer identification number THE SCHOTT FDTN FOR PUBLIC EDUCATION 04-3457065 Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Prowde a description of the organization's direct and indirect political campaign actIVIties in Part IV 2 Political expenditures b- 3 Volunteer hours Part I-B Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount ofany eXCIse tax incurred by the organization under section 4955 h- 2 Enter the amount ofany eXCIse tax incurred by organization managers under section 4955 h- 3 Ifthe organization incurred a section 4955 tax, did it file Form 4720 forthis year? Yes No 4a Was a correction made? Yes No If"Yes,"describeinPartIV Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt function actIVIties Ir 2 Enter the amount ofthe filing organization's funds contributed to other organizations for section 527 exempt function actIVIties Ir 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1120-PO L, line 17b Did the filing organization file Form 1120-POL for this year? Yes No 5 Enter the names, addresses and employer identification number (EIN)ofa section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organization's funds Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) Ifadditional space is needed, prowde information in Part IV Name (b)Address (C) EIN (d)Amount paid from (e)Amount 0f political filing organization's contributions received funds Ifnone, enter -0- and and directly delivered to a separate political organization Ifnone, enter-0- For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. Cat No 500345 Schedule (Form 990 or 990-52) 2014 Schedule (Form 990 or 990-EZ) 2014 Page 2 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check h- ifthe filing organization belongs to an affiliated group (and list In Part IV each affiliated group member's name, address, EIN, expenses, and share ofexcess lobbying expenditures) Check h- ifthe filing organization checked box A and "limited control" apply Limits on Lobbying Expenditures or?aaglgl?rogm 3:33?? (The term "expenditures" means amounts paid or incurred.) totals totals 1a Total lobbying expenditures to influence public opinion (grass roots lobbying) 35,000 Total lobbying expenditures to influence a legislative body (direct lobbying) 0 Total lobbying expenditures (add lines 1a and 1b) 35,000 Other exempt purpose expenditures 4,403,875 Total exempt purpose expenditures (add lines 1c and 1d) 4,438,875 Lobbying nontaxable amount Enter the amount from the followmg table in both 371 944 columns If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 Grassroots nontaxable amount (enter 25% ofline 1f) 92,986 Subtract line 1g from line 1a Ifzero or less, enter-O- 0 i Subtract line 1ffrom line 1c Ifzero or less, enter-0- 0 Ifthere is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax forthis year? _Yes No 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginningin) 2011 2012 (c)2013 2014 (e)Total 2a Lobbying nontaxable amount 390,072 373,685 345,909 371,944 1,481,610 Lobbying ceiling amount 2,222,415 (150% of line 2a, column(e)) Total lobbying expenditures 75,000 50,000 54,100 35,000 214,100 Grassroots nontaxable amount 97,518 93,421 86,477 92,986 370,402 Grassroots ceiling amount 555,603 (150% ofline 2d, column Grassroots lobbying expenditures 40,000 35,000 39,100 35,000 149,100 Schedule (Form 990 or 990-EZ) 2014 ScheduleC (Form 990 or990-EZ)2014 Page3 Part Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). a For each "Yes response to lines 1a through 1i below, prowde in Part IV a detailed description of the lobbying actiwty. Yes No Amount 1 During the year, dId the fIlIng organization attempt to Influence foreign, national, state or local legislation, Including any attempt to Influence public opinion on a legislative matter or referendum, through the use of Volunteers? Paid staff or management (Include compensation In expenses reported on lines 1c through edia advertisements? Mailings to members, legislators, orthe public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact With legislators, their staffs, government offICIals, or a legislative body? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any Similar means? Other actIVItIes? Total Add lines 1c through 1I 2a Did the actIVItIes In line 1 cause the organization to be not described In section 501(c)(3)? I If"Yes," enter the amount ofany tax Incurred under section 4912 If"Yes," enter the amount ofany tax Incurred by organization managers under section 4912 Ifthe fIlIng organization Incurred a section 4912 tax, dId It file Form 4720 for this year? I Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes No 1 Were substantially all (90% or more) dues received nondeductible by members? 1 2 the organization make only In-house lobbying expenditures of$2,000 or less? 2 3 the organization agree to carry over lobbying and political expenditures from the prior year? 3 Part Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either BOTH Part lines 1 and 2, are answered "No" 0R Part line 3, is answered ?Yes." 1 Dues, assessments and Similar amounts from members 1 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 2a Carryoverfrom last year 2b Total 2c 3 Aggregate amount reported In section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 5 Taxable amount oflobbyIng and political expenditures (see Instructions) 5 Part IV Supplemental Information the descriptions reqUIred for Part l-A, line 1, Part l-B, line 4, Part l-C, line 5, Part II-A (affiliated group list), Part II-A, lines 1 and 2 see Instructions and Partll-B line 1 Also com lete thIs art for an additional Information Return Reference Explanation Schedule (Form 990 or 990EZ) 2014 ScheduleC (Form 990 or990-EZ)2013 Page4 Su lemental Information continued Return Reference Explanation Schedule (Form 990 or 990EZ) 2014 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493132025796I . . OMB No 1545-0047 SCHEDULE Supplemental FInanCIal Statements (Form 990) hr Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Department ofthe Treasury Attach to Form 990- Open to Public Inlemal Revenue Servrce Information about Schedule (Form 990) and its instructions is at Inspection Name of the organization Employer identification number THE SCHOTT FDTN FOR PUBLIC EDUCATION 04-3457065 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete If the organIzatIon answered "Yes" to Form 990 Part IVDonor adVIsed funds Funds and other accounts Total number at end of year Aggregate value ofcontrIbutIons to (durIng year) Aggregate value ofgrants from (durIng year) Aggregate value at end ofyear the organIzatIon Inform all donors and donor adVIsors In ertIng that the assets held In donor adVIsed funds are the organIzatIon's property, subject to the organIzatIon's excluswe legal control? Yes No the organIzatIon Inform all grantees, donors, and donor adVIsors In ertIng that grant funds can be used only for charItable purposes and not for the bene?t ofthe donor or donor adVIsor, or for any other purpose conferrIng ImpermISSIble prIvate bene?t? Yes NO Conservation Easements. Complete If the organlzatIon answered ?Yes? to Form 990, Part IV, Ine 7. 1 Purpose(s) ofconservatIon easements held by the organIzatIon (check all that apply) PreservatIon ofland for pubIIc use (e recreatIon or educatIon) PreservatIon ofan historically Important land area ProtectIon of natural habItat PreservatIon ofa certIerd hIstorIc structure PreservatIon ofopen space Complete Ines 2a through 2d Ifthe organlzatIon held a conservatIon contrIbutIon In the form ofa conservatIon easement on the last day ofthe tax year Held at the End of the Year Total number ofconservatIon easements 2a Total acreage restrIcted by conservatIon easements 2b Number ofconservatlon easements on a certIerd hIstorIc structure Included In 2c Number ofconservatlon easements Included In achIred after 8/17/06, and not on a hIstorIc structure Isted In the NatIonal RegIster 2d Number ofconservatIon easements modIerd, transferred, released, extIngUIshed, or termInated by the organIzatIon durIng the tax year Ir Number ofstates where property subject to conservatIon easement Is located II- Does the organIzatIon have a ertten pollcy regardIng the perIodIc monItorIng, InspectIon, handIIng ofVIolatIons, and enforcement ofthe conservatIon easements It holds? Yes No Staff and volunteer hours devoted to monItorIng, InspectIng, and enforCIng conservatIon easements durIng the year II- Amount ofexpenses Incurred In monItorIng, InspectIng, and enforcmg conservatIon easements durIng the year Does each conservatIon easement reported on Me 2(d) above satIsfy the reqUIrements ofsectIon and sectIon Yes No In Part descrIbe how the organIzatIon reports conservatIon easements In Its revenue and expense statement, and balance sheet, and Include, IfappIIcable, the text of the footnote to the organIzatIon?s fInanCIal statements that descrIbes the organIzatIon?s accountIng for conservatIon easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. 1a Complete If the organrzatron answered ?Yes" to Form 990, Part IV, Me 8. Ifthe organIzatIon elected, as permItted under SFAS 116 (ASC 958), not to report In Its revenue statement and balance sheet works ofart, hIstorIcal treasures, or other assets held for pubIIc ethbItIon, educatIon, or research In furtherance of pubIIc serVIce, prOVIde, In Part the text ofthe footnote to Its fInanCIal statements that descrIbes these Items Ifthe organIzatIon elected, as permItted under SFAS 116 (ASC 958), to report In Its revenue statement and balance sheet works ofart, hIstorIcal treasures, or other assets held for pubIIc ethbItIon, educatIon, or research In furtherance of pubIIc serVIce, prowde the followmg amounts relatIng to these Items Revenue Included In Form 990, Part Me 1 Ir (ii)Assets IncludedIn Form 990,PartX hr$ Ifthe organIzatIon recered or held works ofart, hIstorIcal treasures, or other assets for fInanCIal gaIn, prowde the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relatIng to these Items RevenueIncludedIn Form Ir$ Assets IncludedIn Form 990,PartX For Paperwork Reduction Act Notice, see the Instructions for Form 990Schedule (Form 990) 2014 Schedule (Form 990) 2014 Manizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Usmg the organIzatIon's achISItIon, acceSSIon, and other records, check any ofthe followmg that are a SIgnIfIcant use of Its collection Items (check all that apply) Page 2 a PubIIc ethbItIon Scholarly research PreservatIon forfuture generations Loan or exchange programs Other 4 a description of the organIzatIon's collections and explaIn how they further the organIzatIon?s exempt purpose In Part 5 DurIng the year, did the organization so ICIt or receive donations ofart, historical treasures or other Similar assets to be sold to raise funds ratherthan to be maintaIned as part ofthe organIzatIon?s collectIon'? Yes No Escrow and Custodial Arrangements. Complete If the organization answered ?Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not Included on Form 990,Part I_Yes _No If "Yes," explaIn the arrangement In Part and complete the followmg table Amount Beginning balance 1c Additions durIng the year 1d Distributions during the year 1e EndIng balance 1f 2a Did the organization Include an amount on Form 990,Part X, Ine 21,forescroworcustodIal I_Yes If"Yes," explaIn the arrangement In Part Check here Ifthe explanation has been prOVIded In Part Part Endowment Funds. Complete If the organization answered ?Yes" to Form 990, Part IV, line 10. (a)Current year (b)PrIor year (c)Two years back (d)Three years back (e)Four years back 1a Beginning of year balance 6,859,481 6,612,188 6,435,545 1,061,270 843,591 Contributions 5,000,000 NetInvestment earnIngs,gaIns,and losses 60,866 918,361 793,468 374,275 217,679 Grants or scholarships Other expenditures for 16 710 671 068 616 825 and programs Administrative expenses 9 End ofyear balance 6,903,637 6,859,481 6,612,188 6,435,545 1,061,270 2 the estImated percentage ofthe current year end balance (line lg, column held as a Board deSIgnated or quaSI-endowment II- 19 000 0/0 Permanent endowment II- 0 0/0 TemporarIIy restrIcted endowment hr 81 000 0/0 The percentages In lines 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not In the posseSSIon ofthe organIzatIon that are held and admInIstered for the organIzatIon by Yes No unrelated organizations 3a(i) No (ii) related organizations . . . . . . . . . . . . . . 3a(ii) N0 If"Yes" to are the related organIzatIons listed as reqUIred on Schedule 3b 4 DescrIbe In Part the Intended uses ofthe organIzatIon's endowment funds Land, Buildings, and Equipment. Complete If the organIzatIon answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property Cost or other (b)Cost or other Accumulated Book value (Investment) (other) depreCIatIon 1a Land Leasehold Improvements EqUIpment 138,872 88,727 50,145 eOther Total. Add lInes 1a through 1e (Column must equal Form 990, Part X, column (3), [me Ir 50,145 Schedule (Form 990) 2014 Schedule (Form 990)2014 Page3 Investments?Other Securities. Complete If the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Description ofsecurity or category (b)Book value Method ofvaluation (including name ofsecurity) Cost or end-of?year market value (1 )FinanCIal derivatives (2 losely-held equity interests Other Total. (Column must equal Form 990, PartX, col (B) line 12) Investments?Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13. Description of investment Book value Method ofvaluation Cost or end-of?year market value Total. (Column must equal Form 990, PartX, col (B) lIne 13) Other Assets. Complete ifthe organization answered 'Yes' to Form 990, Part IV, line 11d See Form 990, Part X, line 15 Description Book value . . . . . . . . . . . II- Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, IIne 11e or 11f. See Form 990, Part X, line 25. 1 Description of liability Book value Federal income taxes Total. (Column must equal Form 990, PartX, col (B) lIne 25) p. 2. Liability for uncertain tax pOSItions In Part prowde the text ofthe footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740) Check here ifthe text ofthe footnote has been provided in Part '7 Schedule (Form 990) 2014 Schedule (Form 990) 2014 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organization answered 'Yes' to Form 990, Part IV, lIne 12a. Total revenue, gaIns, and other support per audIted fInanCIal statements 1 4,788,237 2 Amounts Included on Me 1 but not on Form 990, Part Me 12 a Net unreaIIzed gaIns (losses) on Investments 2a -282,971 Donated serVIces and use 2b RecoverIes of prIor year grants 2c Other (DescrIbe In Part 2d Add lInes 2a through 2d 2e -282,971 3 SubtractIIne 2e fromIIne 1 3 5,071,208 4 Amounts Included on Form 990, Part Investment expenses notIncluded on Form 7b 4a 38,707 Other (DescrIbe In Part 4b AddlInes4aand 4b 4c 38 ,707 5 Total revenue Add ?ms 3 and 4c. (ThIs must equal Form 990, PartI, Me 12) 5 5,109,915 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organIzatIon answered 'Yes' to Form 990, Part IV, IIne 12a. Total expenses and losses per audIted fInanCIal statements 1 4,456,646 2 Amounts Included on Me 1 but not on Form 990, Part IX, Me 25 a Donated serVIces and use of 2a PrIor year adjustments 2b Other losses 2c Other (DescrIbe In Part 2d Add lInes 2a through 2d 2e 0 3 Subtract lIne 2e from Me 1 3 4,456,646 4 Amounts Included on Form 990, Part IXInvestment expenses notIncluded on Form 990,Part 7b 4a 38,707 Other (DescrIbe In Part 4b AddlInes4aand 4b 4c 38,707 Total expenses Add lInes 3and 4c. (ThIs must equal Form 990, PartI, Me 18) 5 4,495,353 Supplemental Information the descrIptIons reqUIred for Part II, ?ms 3, 5, and 9, Part lInes 1a and 4, Part IV, lInes 1b and 2b, Part V, Me 4, Part X, Me 2, Part XI, lInes 2d and 4b, and Part XII, lInes 2d and 4b Also complete thIs part to prOVIde any addItIonal InformatIon Return Reference ExplanatIon PART V, LINE 4 THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS MANAGEMENT OFTHE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CO NSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK IT IS THE GOAL OFTHE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE RATE PLUS INFLATION PART X, LINE 2 THE FOUNDATION ACCOUNTS FORTHE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A LIKELY THAN THRESHOLD TO THE RECOGNITION OFTHE 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 OFTHOSE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A PROBABILITY THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DECISIONS TO CLASSIFY REVENUES AS EXEMPT AS ITS ONLY SIGNIFICANT TAX POSITIONS HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR THE PAST 3 YEARS Schedule (Form 990) 2014 Schedule (Form 990)2013 Pages Su lemental Information continued Return Reference Explanation Schedule (Form 990) 2014 lefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493132025796 ScheduleI . . . OMB No 1545-0047 (Form 990) Grants and Other AsSIstance to Organizations, Governments and IndIVIduals in the United States 2014 Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22. Internal Revenue It Information about Schedule I (Form 990) and its instructions is at ov/form990. Inspection Name of the organization Employer identification number THE SCHOTT FDTN FOR PUBLIC EDUCATION 04-3457065 General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or a99istance, the grantees' eligibility for the grants or a99istance, and the selectioncriteria usedtoawardthegrants ora99istance7 7Yes 2 Describe in Part IV the organization' 5 procedures for monitoring the use ofgrant funds in the United States Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any moment that received more than $5,000. Part II can be duplicated if additional space is needed. Name and address of EIN IRC section Amount ofcash Amount of non- Method of (9) Description of Purpose ofgrant organization ifapplicable grant cash valuation non-cash a55istance ora55istance or government a55istance (book, FMV, appraisal, other) See Additional Data Table For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2014 Schedule I (Form 990) 2014 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22. Part can be duplicated if additional space is needed. Page 2 (a)Type of grant or a55istance (b)N umber of (c)A mount of (d)A mount of (e)Method of valuation reCIpients cash grant non-cash aSSIstance (book, FMV, appraisal, other) (f)Description of non-cash aSSIstance Part IV Supplemental Information. Prowde the information reqwred in Part I, line 2, Part column and any other additional information. Return Reference Explanation 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 OFTHE GRANT THE ORGANIZATION WILL THEN CONDUCT A PRE-GRANT INQUIRY WHICH ADDRESSES THE FOLLOWING IDENTITY, PRIOR EXPERIENCE OFTHE GRANTEE ORGANIZATION AND ITS MANAGERS, THE GRANTEE HAS A HISTORY OF COMPLIANCE WITH THE TERMS OF PREVIOUS GRANTS, CURRENT PROJECT, AND THE CONNECTION TO THE MISSION AFTER THE GRANT HAS BEEN GRANT AWARD LETTER IS SENT TO THE GRANTEE DISCUSSING THE TERMS OFTHE GRANT THIS LETTER REQUIRES THE GRANTEE TO FURNISH THE GRANTOR WITH A REPORT ON THE USE OFTHE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OFTHE GRANT Schedule I (Form 990) 2014 Additional Data Software ID: Software Version: EIN: Name: 04-3457065 THE SC FDTN FOR PUBLIC EDUCATION Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic 0r anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsa , other) ALLIANCE FOR QUALITY 22-3810450 85,000 SUPPORT THE EDUCATION94 CENTRAL OPPORTUNITY TO AVENUE LEARN CAMPAIGN 12206 AMERICAN FEDERATION 52-1439116 80,000 NATIONAL OCT OFTEACHERS 2013 OTL SUMMIT EDUCATIONAL CONFON EDUC AND FOUNDATION555 NEW SOCIALJUSTICE JERSEY AVENUE NW 20001 ARKANSAS ADVOCATES 71-0492205 30,000 DEVELOP THE OTL FOR CHILDREN AND CAMPAIGN IN FAMILIESUNION STATION ARKANSAS SUITE 306 1400W COMMUNICATIONS, MARKHAM POLICY ADVOCACY LITTLE 72201 NETWORK Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsa , other) ARKANSAS PUBLIC POLICY 71-0467088 70,000 DEVELOP THE OTL PANEL1308 WEST 2ND CAMAPIGNIN STREET ARKANSAS LITTLE 72201 COMMUNICATIONS, POLICY ADVOCACY NETWORK ASSOCIATION OF BLACK 23-7156531 5,000 MEMBERSHIP FOUNDATION RENEWAL EXECUTIVES333 7TH AVENUE 13TH FLOOR 10001 CALIFORNIANS FOR 94-3256009 25,000 COMMUNICATION JUSTICE EDUCATION FUNDINC520 3RD STREET SUITE 209 94607 VIDEO ON FAIR FUNDING FOR PUBLIC SCHOOLS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsal, other) CENTER FOR LABOR 22-2604923 42,000 SUPPORT MA EDUCATION AND ORGANIZING RESEARCH INC3353 EFFORT EDUCATION WASHINGTON STREET FOR OTL CAMPAIGN 02130 IN MA CENTER FOR POPULAR 45-3813436 20,000 PROMOTE FAIR DEMOCRACYINC449 FUNDING FOR PA TROUTMAN STREET STATE 11237 BUILDING CENTER FOR POPULAR 45-3813436 50,000 NETWORKING OTL DEMOCRACY INC449 TROUTMAN STREET 11237 GRANT FORTHE ALLIANCE TO RECLAIM OUR SCHOOLS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsa , other) CENTER FOR SOCIAL 90-0686577 15,000 OTL GRANT FOR INCLUSION150 STEPPING UP FILM BROADWAY SUITE 303 PROJECT 10038 COMMUNITY ASSET 26-4753821 7,500 BOARD DEVELOPMENT DISCRETIONARY REDEFINING EDUCATION GRANTS 8510 1/2 SOUTH BROADWAY 90003 COMMUNITY COALITION 95-4298811 25,000 VIDEO FOR SUBSTANCE ABUSE PREVENTION 8101 VERMONT AVENUE LOS 90044 HEALTHY LEARNING AND LIVING DISTRICTS CAMPAIGN Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsal, other) COMMUNITY FUNDSINC 13-3062214 180,000 SUPPORT 909 THIRD AVENUE 22ND EDUCATION FLOOR COLLABORATIVE 10022 ECONOMIC POLICY 52-1368964 20,000 BROADER BOLDER INSTITUTE1333HSTREET APPROACH TO NW EAST TOWER EDUCATE 20005 GAMALIEL FOUNDATION 36-2657863 50,000 DEVELOP THE 221 LASALLE STREET SUITE 1320 60601 CONCEPT OF STUDENT RECOVERY PLANS FOR OTL CAMPAIGN Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cashaSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) GIRLS FOR GENDER 04-3697166 60,000 SUPPORT GIRLS EQUITY30 THIRD AVENUE EQUITYINITIATIVE SUITE 104 AS PART OFOTLIN 11217 NY DISCRETIONARY GRANT INSTITUTE FOR 52-1971942 40,000 RESEARCH AND FUTURE1825K EDUCATION FOR OTL STREET NWSUITE 400 CAMPAIGN 20006 MESSAGING KENWOOD OAKLAND 36-2598637 5,000 JOURNEY FOR COMMUNITY JUSTICE ORGANIZATION4242 COTTAGE GROVE 60653 SCHOLARSHIP FOR SOUTHERN PARTICIPANTS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) KENWOOD OAKLAND 36-2598637 30,000 NATIONAL COMMUNITY ORGANIZING ORGANIZATION4242 NETWORK TO COTTAGE GROVE PROMOTE 60653 COMMUNITY-DRIVEN SCHOOLS TRANSFORMATION MASSACHUSETTS BUDGET 04-2967537 25,000 RESEARCH CENTER15 ANALYSIS OF COURT SQUARE SUITE 700 BUDGET AND TAX 02108 POLICIES IN MA NATIONAL COUNCILON 13-1624111 50,000 SUPPORT CRIME AND DELINQUENCY 1970 BROADWAY SUITE 500 94612 COMMUNICATION POLICY ADVOCACY FOR GENDER JUSTICE CAMPAIGN Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV, appralsal, other) NATIONAL 73-1714118 100,000 DIGNITYIN SOCIAL RIGHTS INITIATIVE90 JOHN SOLUTIONS NOT STREET SUITE 308 SUSPENSIONS 10038 NATIONALLY NETWORK FOR PUBLIC 35-2532243 10,000 NETWORKING GRANT EDUCATIONPO BOX 44200 TO SUPPORT NPE 85733 NATIONAL CONFERENCE NORTH STAR FUND520 13-2950801 25,000 BUILDINGA PUBLIC 8TH AVENUE SUITE 2203 10018 WILL FOR HEALTHY LIVING AND LEARNING COMMUNITIES Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or asSIstance or government aSSIstance (book, FMV, appralsal, other) ONE VOICE MISSISSIPPI 02-0787550 70,000 OTL MESSAGING STREET WORKIN 39203 83-0379943 20,000 PA CAMPAIGN FAIR IMMIGRATION AND FUNDING FORTHE CITIZENSHIP COALITION PUBLIC 2100 ARCH STREET 4TH EDUCATION SYSTEM FLOOR 19103 PUBLIC INTEREST 13-3191113 34,000 SUPPORT PROJECTS45 W36TH GRASSROOTS STREET 6TH FLOOR 10018 COMMUNITY OTL NATIONWIDE EFFORTS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of organlzatlon or government EIN IRC Code sectlon Amount ofcash grant Amount of non- cash aSSIstance Method of valuatlon (book, FMV, appralsal, other) (9) of non-cash aSSIstance Purpose of grant or aSSIstance RACE FORWARD32 BROADWAY SUITE 1801 10004 94-2759879 501(cx3) sopoo TRAINING AND MESSAGING WORK IN SUPPORT OTL CAMPAIGN RURAL COMMUNITY ALLIANCE633 HIGHWAY 9 72051 25-1917387 501(cx3) 45p00 SUPPORT OTL CAMPAIGN IN ARKANSAS SOUTHERN EDUCATION FOUNDATION INC135 AUBURN AVE NE 2ND FLOOR 30303 13-5562388 501(cx3) lzpoo CONVENING FOR A STRATEGY TO ADVANCE EQUITY OPPORTUNITY IN THE SOUTH Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsal, other) THE REGENTS OFTHE 95-6006143 795,000 SUPPORT RESEARCH UNIVERSITY OF TO END ZERO- CALIFORNIACENTER FOR TOLERANCE POLICING EQUALITY POLICIES 90095 THE URBAN LEAGUE OF 23-1429810 20,000 PA CAMPAIGN FOR PHILADELPHIA121 FAIR EDUCATION BROAD STREET 9TH FLOOR FUNDING 19107 TIDES FOUNDATIONPO 51-0198509 10,000 PA CAMPAIGN FOR BOX 29903 SAN 94129 FAIR EDUCATION FUNDING Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Org anizations and Domestic Governments. Name and address of EIN IRC Code sectlon Amount ofcash Amount of non- Method of of Purpose ofgrant organlzatlon grant cash valuatlon non-cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appraIsal, other) YOUTHBUILDUSA58 DAY 22-3076454 41,200 SUPPORT STREET YOUTH ORGANIZING 02144 EFFORTSIN BOSTON TRAVEL SUPPORT THE NEW PRESS INC120 13-3584516 5,000 BOARD WALL STREET FL 31 DISCRETIONARY 10005 GRANT XAVIER UNIVERSITY OF 72-0635884 5,000 BOARD LOUISIANAOFFICE OF DISCRETIONARY ALUMNI RELATIONS 1 GRANT DREXEL DRIVE BOX 66 70125 lefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - Schedule Compensation Information 0MB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2014 IF Complete if the organization answered "Yes" to Form 990, Part IV, line 23. Depariment ofthe Treasury I. Attach to Form 990_ Open to Internal Revenue Service II- Information about Schedule (Form 990) and its instructions is at InSPeCtlon Name ofthe organization THE SCHOTT FDTN FOR PUBLIC EDUCATION 04-3457065 Questions Regarding Compensation 1a 9 Employer identification number Check the approprate box(es) rfthe organization provrded any ofthe followrng to or for a person listed in Form 990, Part VII, Section A, lrne 1a Complete Part to provrde any relevant information regarding these items First-class or charter travel Housrng allowance or resrdence for personal use Travel for companions Payments for busrness use of personal resrdence Tax and gross-up payments I7 Health or socral club dues or fees spending account Personal servrces (e maid, chauffeur, chef) Ifany of the boxes in lrne 1a are checked, did the organization followa written policy regarding payment or reimbursement or provrsron ofall ofthe expenses described above? If"No," complete Part to explain Did the organization requrre substantiation prrorto or allowrng expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in lrne 1a? Indicate which, rfany, ofthe followrng the organization used to establish the compensation ofthe organization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation ofthe CEO/Executive Director, but explain in Part I7 Compensation committee I7 Written employment contract I7 Independent compensation consultant I7 Compensation survey or study Form 990 of other organizations I7 Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, lrne 1a With respect to the organization or a related organization Receive a severance payment or change-of?control payment? in, or receive payment from, a supplemental nonqualrfred retirement plan? in, or receive payment from, an equrty-based compensation arrangement? If"Yes" to any oflrnes 4a-c, the persons and provrde the applicable amounts for each item in Part Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. For persons listed in Form 990, Part VII, Section A, lrne 1a, did the organization pay or accrue any compensation contingent on the revenues of The organization? Any related organization? If"Yes," to lrne 5a or 5b, describe in Part For persons listed in Form 990, Part VII, Section A, lrne 1a, did the organization pay or accrue any compensation contingent on the net earnings of The organization? Any related organization? If"Yes," to lrne 6a or 6b, describe in Part For persons listed in Form 990, Part VII, Section A, lrne 1a, did the organization provrde any non-fixed payments not described in lines 5 and 6? If"Yes," describe in Part Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 If"Yes," describe in Part If"Yes" to lrne 8, did the organization also follow the rebuttable presumption procedure described in Regulations section For Paperwork Reduction Act Notice, see the Instructions for Form 990. at 5 OO 5 3T Schedule (Form 990) 2014 Schedule (Form 990) 2014 Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate COPIES If additional space IS needed. For each indIVIdual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row (ii) Do not list any indIVIduals that are not listed on Form 990, Part VII Note. The sum ofcolumns for each listed indIVIdual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that indIVIdual (A) Name and Title (B) Breakdown ofW-Z and/or 1099-MISC compensation (C) Retirement and other deferred (D) Nontaxable benefits (E) Total ofcolumns (F) Compensation in (ii) Bonu5& column(B) reported incentive reportable compensation as deferred In prior compensation compensation Form 990 329,232 35,000 1,500 20,800 24,926 411,458 CASSIE 164,986 8,000 1,500 14,000 28,984 217,470 0 SENIOR VP OF PROGRAMS (iiSchedule (Form 990) 2014 Schedule (Form 990) 2014 Supplemental Information Prowde the Information, explanation, or descriptions reqUIred for Part I, lines 1aand for Part II Also complete this part for any additional information Page 3 Ret urn Reference PART I, LINE 1A PART I, LINE 7 Explanation ALL THE PRESIDENT AND CEO ARE ELIGIBLE TO BE REIMBURSED $75 PER MONTH FOR HEALTH CLUB MEMBERSHIP JOHN BONUSES ARE DECIDED BY THE EXECUTIVE COMMITTEE AND THE BOARD CASSIE BONUS IS DECIDED BY JOHN JACKSON AND IS BASED ON EMPLOYEE PERFORMANCE AND THE BUDGET OFTHE ORGANIZATION OTHER BONUSES ARE DECIDED BY THE CEO BASED ON THEIR PERFORMANCE AND THE BUDGET OFTHE ORGANIZATION Schedule (Form 990) 2014 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - SCHEDULE 0 (Form 990 or 990-EZ) Department of the Treasury lniemal Revenue Sennce Supplemental Information to Form 990 or 990-EZ OMB No 1545-0047 2014 Open to Public Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. It Attach to Form 990 or 990-EZ. Inspection II- Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at orm990. Name of the organization THE SCHOTT FDTN FOR PUBLIC EDUCATION Employer identification number 04-3457065 990 Schedule 0, Supplemental Information Return Reference Explanation FORM 990, PART VI, SECTION A, LINE 2 GREG AND MARIA ARE HUSBAND AND WIFE GREG IS THE SON OF LEEDS FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA EMAIL PRIOR TO BEING FILED FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS THE CONFLICT OF INTEREST POLICY IS DISTR IBUTED 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 TE RMS FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFIC ER 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 RECRUITM ENT FIRM THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND A ND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS THE BASI 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 MANA GES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AN INTERESTED PARTY MAY MAKE A REQUEST DI RECTLY TO THE ORGANIZATION ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS AR AVAILABLE VIA THE MASSACHUSEFTS ATTORNEY WEBSITE Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493132025796 SCHEDULE (Form 990) Department of the Treasury Internal Revenue Seniice II- Attach to Form 990. Related Organizations and Unrelated Partnerships Ir Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. hr Information about Schedule (Form 990) and its instructions is at OMB No 1545-0047 Open to Public Inspection Name of the organization THE SCHOTT FDTN FOR PUBLIC EDUCATION Employer identification number Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. Name, address, and EIN (if applicable) of disregarded entity ana ry activ ity (C) Legal domICIIe (state or foreign country) Total income (E) End?of?year assets Direct controlling entity Identification of Related Tax-Exempt Organizations Complete if the organization answered ?Yes? on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (C) (9) Name, address, and EIN of related organization Primary actIVIty Legal domICIle (state Exempt Code section Public charity status Direct controlling Section 512(b) or foreign country) (if section 501(c)(3)) entity (13) controlled entity? Yes No (1) CAROLINE SIGMUND SCHOTT FUND PRIVATE GRANTMAKING DE PF Yes 675 MASSACHUSETTS AVENUE 8TH FL FOUNDATION CAMBRIDGE, MA 02139 11?2856561 (2) THE OPPORTUNITY TO LEARN ACTION FUND ADVOCACY ORGANIZATION DC Yes 675 MASSACHUSETTS AVENUE 8TH FL EDUCATIONAL CAMBRIDGE, MA 02139 27?4836929 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule (Form 990) 2014 Schedule (Form 990) 2014 Page 2 Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. (C) (E) (9) 00 Name, address, and EIN of Primary actIVIty Legal Direct Predominant Share of Share of Disproprtionate Code General or Percentage related organization domICIle controlling income(related, total income end?of?year allocations? amount in box managing ownership (state or entity unrelated, assets 20 of partner? foreign excluded from Schedule K?l country) tax under (Fon'n 1065) sections 512? 514) Yes No Yes No Part IV Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (C) (E) Name, address, and EIN of Primary actIVIty Legal Direct controlling Type of entity Share of total Share of end? Percentage Section 512 related organization domICIle entity (C corp, 5 income of?year ownership (state or foreign corp, assets controlled country) or trust) entity? Yes No Schedule (Form 990) 2014 ScheduleR(Form990)2014 Page3 Transactions With Related Organizations Complete if the organization answered "Yes? on Form 990, Part IV, line 34, 35b, or 36. Note. Complete line 1 ifany entity is listed In Parts II, or IV of this schedule Yes No 1 During the tax year, did the orgranization engage In any of the followmg transactions With one or more related organizations listed in Parts a Receipt of interest, (ii) annUIties, royalties, or (iv) rent from a controlled entity 1a NO Gift, grant, or capital contribution to related organization(s) 1b No Gift, grant, or capital contribution from related organization(s) 1C Yes Loans or loan guarantees to or for related organization(s) 1d N0 Loans or loan guarantees by related organization(s) 19- N0 DIVldendS from related organization(s) 1f N0 9 Sale ofassets to related organization(s) 19 NO Purchase ofassets from related organization(s) 1" No i Exchange ofassets With related organization(s) 1i N0 Lease offaCIlities, eqUIpment, or other assets to related organization(s) 1i No Lease of faCIlities, eqUIpment, or other assets from related organization(s) 1k NO I Performance ofserVIces or membership or fundraismg SOIICItations for related organization(s) 1' Yes Performance ofserVIces or membership orfundraismg SOIICItations by related organization(s) 1m N0 Sharing offaCIlities, eqUIpment, mailing lists, or other assets With related organization(s) 1n Yes 0 Sharing of paid employees With related organization(s) 10 Yes Reimbursement paid to related organization(s) for expenses 1P N0 Reimbursement paid by related organization(s) for expenses 1Cl Yes Othertransfer ofcash or property to related organization(s) 1r NO 5 Other transfer ofcash or property from related organization(s) 15 N0 2 Ifthe answerto any ofthe above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds (C) Name of related organization Transaction Amount involved Method of determining amount involved type (1) CAROLINE SIGMUND SCHOTT FUND 1,060,000 CASH (2) CAROLINE SIGMUND SCHOTT FUND 20,000 CASH (3) OPPORTUNITY TO LEARN ACTION FUND 4,569 CASH (4) OPPORTUNIIY TO LEARN ACTION FUND 0 114,933 CASH (5) OPPORTUNIIY TO LEARN ACTION FUND 13,225 CASH Schedule (Form 990) 2014 Schedule (Form 990) 2014 Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Prowde the followmg Information for each entity taxed as a partnership through which the organization conducted more than five percent of its actIVIties (measured by total assets or gross revenue) that was not a related organization See instructions regarding exc u5ion for certain investment partnerships Page 4 Name, address, and EIN of entity Prima ry activ ity (C) Legal domICIle (state or foreign country) Predominant income (related, unrelated, excluded from tax under sections 512? 514) Are all partners organizations? (6) 501(c)(3) Ya (0 Share of total income (9) Share of nd ?of? yea assets Dispropitio nate allocations? Yes Code amount in box 20 of Schedule (Form 1065) General or managing partner? 00 Percentage ownership Yes No Schedule (Form 990) 2014 Schedule (Form 990) 2014 Page 5 Supplemental Information Prowde additional Information for responses to questions on Schedule (see Instructions) Ret urn Reference Explanation Schedule (Form 990) 2014