Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - Form990 Department of the Treasury Internal Revenue Serwce Do not enter SOClal security numbers on this form as it may Information about Form 990 and Its Instructions is at IRS govgf0im990 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private 2 1 5 foundations) be made public Open to Public Inspection A For the 2015 calendar year, or tax year beginning 07-01-2015 and ending 06-30-2016 Check if applicable Address change Name change Initial return Final retu rn/terminated I?Amended retu rn I?Application pending Name of organization THE FDTN FOR PUBLIC EDUCATION Employer identification number 04-3457065 Domg business as Number and street (or 0 box if mail is not delivered to street address) Room/swte 675 MASSACHUSETTS AVENUE 8TH FLOOR Telephone number (617)876?7700 City or town, state or provmce, country, and ZIP or foreign postal code CAMBRIDGE, MA 02139 Gross receipts 5,564,317 Name and address of prinCIpal officer JOHN HJACKSON 675 MASSACHUSETTS AVENUE 8TH FLOOR 02139 I Tax-exempt status 7501(c)(3) 501(c)( )4(inseit no) _527 Website:P SCHOTTFOUNDATION ORG Is this a group return for subordinates? Yes I7 No H(b) Are all subordinates included? I?Yes attach a list (see instructions) Group exemption number Form of organization '7 Corporation Trust Assouation Other Year of formation 1999 State of legal domICIle MA Summary lBriefly describe the organization?s mi55ion or most Significant actIVIties PLEASE SEE SCHEDULE OTHE PURPOSE OFTHE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION DEVELOP AND STRENGTHEN A AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE PUBLIC ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OFTHE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION Activmes Bi Govemance 2 Check this box ifthe organization discontinued its operations or disposed ofmore than 25% ofits net assets 3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 9 4 Number ofindependent voting members ofthe governing body (Part VI, line 1b) 4 9 5 Total number ofindIVIduals employed in calendar year 2015 (Part V, line 2a) 5 15 6 Total number ofvolunteers (estimate if necessary) 6 9 7a Total unrelated busmess revenue from Part column (C), line 12 7a 10,000 Net unrelated busmess taxable income from Form line 34 7b 0 Prior Year Current Year Contributions and grants 1h) 4,707,372 5,253,010 (1i 3 9 Program serVIce revenue (Part 29) 0 10 3,4,and 7d) 382,543 261,735 I: 11 5,6d,8c,9c,10c,and11e) 20,000 10,000 12 'll'gt)al revenue?add lines 8 through 11 (must equal Part column (A), line 5,109,915 5,524,745 13 Grants and Similar amounts paid (Part IX,c0lumn (A),lines 1?3) 2,190,890 2,838,800 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 X3 15 galfgifs, other compensation, employee benefits (Part IX, column (A), lines 1,504,465 1,675,477 in 5 16a Professmnalfundraismg fees lie) 0 0 5 Total fundraismg expenses (Part IX, column (D), line 25) 17 Otherexpenses 11a?11d,11f?24e) 799,998 842,326 18 Totalexpenses Addlines 13?17 (must 4,495,353 5,356,603 19 Revenue less expenses Subtract line 18 from line 12 614,562 168,142 3; Beginning of Current Year End of Year 39 of? 20 Total assets (Part X, line 16) 9,862,341 10,448,492 :2 21 Total liabilities (Part X, ine 26) 1,400,719 2,153,197 22 Net assets orfund balances Subtract line 21 from line 20 8,461,622 8,295,295 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 (otherthan officer) IS based on all information of which preparer has any knowledge 2017-04-12 . Si nature of officer Date Sign 9 Here JOHN JACKSON PRESIDENT AND CEO Type or print name and title Print/Type preparer's name Preparer's signature Date PTIN JOSEPH GISO JOSEPH GISO 2017-04-12 Check l? 'f P00030126 Pald self-employed Firm's name CBIZ TOFIAS Firm's EIN 26?3753134 Preparer Firm's address 500 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 Reduction Act Notice, see the separate instructions. . I7Yes Cat No 11282Y Form990(2015) Form 990(2015) Page2 Statement of Program Service Accomplishments Check ifSchedule 0 contains a response or note to any line In this . . . . . . . . . . . . . .I7 1 Brie?y describe the organization's mi55ion PLEASE SEE SCHEDULE OTHE 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 PRE K-12 PUBLIC ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION 2 Did the organization undertake any Signi?cant program sen/ices during the year which were not listed on thepriorForm990 or990?EZI_Yes If"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 ofits 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, if any, for each program serVIce reported 4a (Code (Expenses 33 3,936,377 including grants of 2,838,800 (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 33 105,891 including grants of (Revenue EDUCATION VOTERS OF - OTHER FUNDING TO ADVOCATE FOR 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 4c (Code (Expenses including grants of (Revenue 4d Other program serVIces (Describe in Schedule 0 (Expenses including grants of$ (Revenue 4e Total program service expenses? 4,042,268 Form 990 (2015) Fonn990(2015) Checklist of Required Schedules 20a Page 3 Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete ScheduleA Is the organization reqUIred to complete Schedule B, Schedule of Contributors (see instructions)? Did the organization engage in direct or indirect political campaign actIVIties on behalfof or in opp05ition to candidates for public office? If ?Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in lobbying actIVIties, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, orSImilar amounts as defined in Revenue Procedure 98?19? If "Yes," complete Schedule C, Part Did the organization maintain any donor adVIsed funds or any Similar funds 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 I 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 Did the organization maintain collections of works ofart, historical treasures, or other Similar assets? If "Yes," complete Schedule D, Part 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, Part IV ?r Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 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, orX as applicable Did the organization report an amount for land, and eqUIpment in Part X, line 10? If "Yes," complete Schedule D, Part VI 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 VII 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 90' 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 IX 95' Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX Did the organization?s separate or consolidated finanCIal statements for the tax year include a footnote that 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 forthe tax year? If "Yes," complete Schedule D, Parts XI and XII 93' Was the organization included in consolidated, independent audited finanCIal statements for the tax year? If "Yes," and if the organization answered ?No" to line 12a, then completing Schedule D, Parts XI and XII is optional Is the organization a school described in section 170(b)(1)(A If ?Yes," complete Schedule Did the organization maintain an office, employees, or agents outSIde ofthe United States? Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraismg, busmess, investment, and program serVIce actIVIties outSIde the nited States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete ScheduleF, Parts I and IV . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other a55istance to or for any foreign organization? If ?Yes,?complete Schedule F, Parts II and IV . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other as5istance to or for foreign indIVIduals? If "Yes,?complete Schedule F, Parts and IV . Did the organization report a total of more than $15,000 of expenses for professmnal fundraismg serVIces on Part IX, column (A), lines 6 and Me? If ?Yes," complete Schedule G, Part I (see instructions) Did the organization report more than $15,000 total of fundraismg event gross income and contributions on Part lines 1c and 8a? If ?Yes," complete Schedule G, Part II Did the organization report more than $15,000 ofgross income from gaming actIVIties on Part line 9a? If ?Yes, complete Schedule 6, Part Did the organization operate one or more hospital faculties? If "Yes," complete Schedulel-l If"Yes" to line 20a, did the organization attach a copy ofits audited finanCIal statements to this return20b Forni990(2015) Form 990(2015) Page4 Checklist of Required Schedules (contmued) 21 the organization report more than $5,000 ofgrants or other aSSIStance to any domestIc organization or 21 Yes domestic government on Part IX, column (A), ?ne 1 7 If "Yes,?complete Schedule I, Parts I and II 22 the organization report more than $5,000 ofgrants or other aSSIStance to or for domestIc indIVIduals on Part 22 IX, column (A), ?ne 27 If "Yes,?complete Schedule I, Parts I and W- 0 23 the organization answer ?Yes" to Part VII, SectIon A, ?ne 3, 4, or 5 about compensation of the organIzatIon?s current and former of?cers, directors, trustees, key employees, and highest compensated employees? If "Yes," 23 es complete Schedule 24a the organIzation have a tax?exempt bond issue WIth an outstandIng prInCIpal 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 If "No,?go to lme 25a 24a 0 the organization invest any proceeds oftax-exempt bonds beyond a temporary perIod exception? 24 the organization maintain an escrow account other than a refundIng escrow at any tIme during the year to defease any tax?exempt bonds? 24C the organIzation act as an "on behalfof" Issuer for bonds outstandIng at any tIme durIng the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. the organIzation engage In an excess bene?t transaction With a disqualified person durIng the year? If ?Yes," 25 complete Schedule L, Part I a 0 Is the organization aware that it engaged In an excess bene?t transaction With a dIsqualI?ed person In a prIor year, and that the transactIon has not been reported on any ofthe organIzation's prior Forms 990 or 25b N0 If "Yes, complete Schedule L, Part I 26 the organIzation report any amount on Part X, line 5, 6, or 22 for recerables from or payables to any current orformer of?cers,dIrectors,trustees,key employees,highestcompensated employees,ordisqualIfied persons? 26 No If "Yes," complete Schedule L, Part II 27 the organIzation prowde a grant or other aSSIstance to an of?cer, director, trustee, key employee, substantial contributor or employee thereof, a grant selectIon commIttee member, orto a 35% controlled entity orfamIly 27 No member ofany ofthese persons? If ?Yes," complete Schedule L, Part . 28 Was the organizatIon a party to a business transactIon WIth one ofthe followmg partIes (see Schedule L, Part IV InstructIons for applIcable ?lIng thresholds, conditIons, and exceptIons) a A current or former officer, dIrector, trustee, or key employee? If ?Yes," complete Schedule L, Part IV 28a No A family member ofa current orformer of?cer, dIrector, trustee, or key employee? If "Yes," complete Schedule L, PartIV . 28b No A entIty of a current or former of?cer, dIrector, trustee, or key employee (or a famIly member thereof) was an of?cer, dIrector, trustee, or dIrect or Indirect owner? If "Yes," complete Schedule L, Part IV 28C 0 29 the organIzation recere more than $25,000 in non?cash contrIbutions? If ?Yes,? complete ScheduleM 29 No 30 the organIzation recere contributIons of art, hIstorIcal treasures, or other SimIlar assets, or quali?ed conservatIon contributIons? If ?Yes," complete Schedule 30 0 31 the organIzation quUIdate, termInate, or dIssolve and cease operatIons? If ?Yes,? complete Schedule N, Part I No 31 32 the organIzation sell, exchange, dispose of, or transfer more than 25% ofits net assets? If "Yes," complete Schedule N, Part II 32 0 33 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, Paul 33 0 34 Was the organizatIon related to any tax-exempt or taxable entity? If ?Yes,? complete Schedule R, PaIt II, or IV, W- 34 Yes and Part V, ?ne 1 35a 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 Yes entIty WIthin the meaning of section 512(b)(13)7 If ?Yes,? complete Schedule R, Part V, lIneZ 0 36 Section 501(c)(3) organizations. the organIzatIon make any transfers to an exempt non-charItable related organization? If ?Yes,? complete Schedule R, Part 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 38 the organIzation complete Schedule 0 and prowde explanatIons In Schedule 0 for Part VI, lines 1 1b and 19? Note. All Form 990 ?lers are reqUIred to complete Schedule 0 38 es Form 990 (2015) Form 990(2015) Page5 Statements Regarding Other IRS Filings and Tax Compliance Check If Schedule 0 contaIns a response or note to any lIne In thIs Part . . . . . . . . . . . Yes No 1a Enterthe number reported In Box 3 of Form 1096 Enter Ifnot applicable . . 1a 28 Enterthe number of Forms W-ZG Included In line 1a Enter If not applicable 1b the organIzation comply WIth backup Withholding rules for reportable payments to vendors and reportable to prIze WinnersEnter the number ofemployees reported on Form Transmittal of Wage and Tax Statements, ?led for the calendar year ending With or WIthIn the year covered 23 15 Ifat least one Is reported on IIne 2a, dId the organization We all reqUIred federal employment tax returns? Yes Note.Ifthe sum of lines 1a and 2a IS greater than 250, you may be reqUIred to e?fIle (see Instructions) 3a the organIzation have unrelated busmess gross Income of $1,000 or more durIng the year? . . . 3a Yes If?Yes," has It filed a Form for thIs year?If "No?to lme 3b, prowde an exp/anatIon 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 other finanCIal account)? . . 4a No If"Yes," enter the name ofthe foreIgn country See Instructions for filing reqUIrements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBA R) 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 prohibited tax shelter transactIon? 5b No If"Yes," to line 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 deductible as charItable contrIbutIons? If"Yes," did the organization Include With every solICItatIon an express statement that such contributIons or 5b 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 prowded to the payorIf"Yes," did the organization notIfy the donor ofthe value ofthe goods or serVIces prowdedthe organIzation sell, exchange, or otherWIse dispose of tangible personal property for which It was reqUIred to 7C N0 If"Yes," Indicate the number of Forms 8282 filed durIng the year . . . . I 7d I the organIzation recere any funds, directly or IndIrectly, to pay prequms on a personal benefit contract? 7e No the organIzatIon, durIng the year, pay prequms, directly or IndIrectly, on a personal bene?t contract? . . 7f No 9 Ifthe organIzation recered a contrIbutIon of qualified Intellectual property, dId the organIzation ?le Form 8899 as 7g Ifthe organIzation recered a contrIbutIon of cars, boats, aIrplanes, or other vehIcles, did the organization ?le a 8 Sponsoring organizations maintaining donor advised funds. a donor adVIsed fund maIntaIned by the sponsorIng organizatIon have excess busmess holdIngs at any time 3 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 line 12, for public use ofclub 10b faCIlities 11 Section 501(c)(12) organizations. Enter 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 recewed from them11b 12a Section 4947(a)(1) non-exempt charitable trusts.Is the organization fIlIng Form 990 In of Form 1041? 12a If "Yes," enter the amount of tax-exempt Interest received or accrued durIng the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization Icensed 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 Icensed to Issue health plans . . . . 13b Enterthe amount of reserves on hand . . . . . . . . . . . . 13c 14a the organIzation recewe any payments for Indoor tannIng 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 (2015) Form 990(2015) Pages Governance, Management, and Disclosure For each ?Yes" response to lines 2 through 7b below, and for a "No" response to ?nes 8a, 8b, or 10b below, describe the Circumstances, processes, or changes In Schedule 0. See Instructlons. Check IfSchedule contaIns a response or note to any IIne In thIs PartVI . . . . . . . . . . . . . .I7 Section A. Governing Body and Management Yes No 1a Enter the number ofvotIng members of the 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 exec utIve committee or SImIlar commIttee, explaIn In Schedule 0 Enter the number ofvotIng members Included In Ine la, above, who are Independent 1b 9 2 any of?cer, dIrector, trustee, or key employee have a famIly relatIonshIp or a busmess relatIonshIp WIth any other of?cer, dIrector, trustee, or key employeethe organIzatIon delegate control over management dutIes customarlly performed by or underthe dIrect 3 No superVISIon ofoffIcers, 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 4 N0 5 the organIzatIon become aware durIng the year ofa SIgnIfIcant dIverSIon of the organIzatIon's assets? . 5 No 6 the organIzatIon have members or stockholdersthe organIzatIon have members, stockholders, or other persons who had the power to elect or appomt one or more members ofthe governIng bodyAre any governance deCISlonS of the 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 8aYes Each commIttee WIth authorIty to act on behalfofthe governIng bodythere 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 (Thls Sectlon requests Informatron about polICIes not requrred by the Internal Revenue Code.) Yes No 10a the organIzatIon have local chapters, branchesIf"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? 10b 11a Has the organIzatIon prOVIded a complete copy ofthIs Form 990 to all members ofIts governIng body before fIlIng DescrIbe In Schedule 0 the process, Ifany, used by the organIzatIon to reVIew thIs Form 990 12a the organIzatIon have a ertten conflIct ofInterest polIcy? If go to llne 12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve me to conflIcts12b Yes the organIzatIon regularly and conSIstently monItor and enforce compIIance WIth the polIcy? If ln ScheduleOhow this was done . . . . . . . . . . . . . . . . . . . 12C Yes 13 the organIzatIon have a ertten polIcythe organIzatIon have a ertten document retentIon and destructIon polIcythe process for determInIng compensatIon of the followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon ofthe deIIberatIon and . . . . . . . . . . . 15a Yes . . . . . . . . . . . . . . . . 15b Yes If"Yes" to lIne 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) 16a the organIzatIon Invest In, contrIbute assets to, or partICIpate In a JOlnt venture or SImIlar arrangement WIth a taxableentItydurIngtheyearIf"Yes," dId the organIzatIon follow a ertten polIcy or procedure reqUIrIng the organIzatIon to evaluate Its partICIpatIon In Jomt venture arrangements under appIIcable federal tax law, and take steps to safeguard the organIzatIon?s exempt status WIth respect to such arrangements16b Section C. Disclosure 17 LIst the States WIth a copy ofthIs Form 990 IS reqUIred to be ?led? 18 SectIon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 IfapplIcable), 990, and (501(c) (3)5 only) avaIIable for publIc InspectIon IndIcate how you made these avaIlable Check all that apply Own webSIte I7Another's webSIte I7 Upon request Other (explaIn In Schedule 0) 19 DescrIbe In Schedule 0 whether (and If so, how) the organIzatIon made Its governIng documents, conflIct of Interest polIcy, and fInanCIal statements avaIlable to the publIc durIng the tax year 20 State the name, address, and telephone number ofthe person who possesses the organIzatIon's books and records PHEIDI BROOKS 675 MASSACHUSETTS AVENUE 8TH FLOOR CAMBRIDGE, MA 02139 (617)876?7700 Form 990 (2015) Form 990 (2015) 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 Page 7 la 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 of the organization's current Officers, directors, trustees (whether or organizations), regardless ofamount ofcompensation Enter in columns (D), (E), and (F) if no compensation was paid 0 List all ofthe organization?s current key employees, ifany See instructions for definition Of"key employee 0 List the organization's five current highest compensated employees (otherthan an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form and/or Box 7 of Form of more than $100,000 from the organization and any related organizations 0 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 0 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 indiVidual trustees or directors, compensated employees, and former such persons institutional trustees, officers, key employees, highest Check this box if neitherthe organization nor any related organization compensated any current officer, director, ortrustee (A) (B) (C) (D) (E) (F) Name and Title Average POSition (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 0 r? I I 2/1099? 2/1099? from the organizations 3 5 315 MISC) MISC) organization 9 2? r) 1'1. IT :1 below a .1) .1. .1 and related If]? 3 1- dOtted line) .1 'n I, 1* organizations (1) GREG JOBIN-LEEDS 1 00 0 0 CO-CHAIR 0 00 (2) BAISHALI RINKU SEN 1 00 0 CO-CHAIR 00 (3) MIREN URIARTE 1 0?1 0 CLERK 0 00 (4) MARIAJOBIN LEEDS 1 00 0 0 TREASURER 1 00 (5) MAISIE CHIN 1 0?1 0 0 BOARD DIRECTOR 00 (5) ANDREW GILLUM 1 00 0 0 BOARD DIRECTOR BOARD DIRECTOR 00 (8) LILO LEEDS 1 0?1 0 0 BOARD DIRECTOR 0 00 (9) SHARON LETTMAN-HICKS 1 00 0 0 BOARD DIRECTOR 0 00 (10) ANTONIA DARDER 1 0?1 0 0 BOARD DIRECTOR 00 (11) DEBORAH LABELLE 1 00 0 0 BOARD DIRECTOR 0 00 (12) JOHN JACKSON 40 00 380,606 0 51,769 PRESIDENT CEO 1 00 (13) CASSIE SCHWERNER 40 0?1 169,057 0 42,467 SENIOR VP OF PROGRAMS 0 00 (14) HEIDI BROOKS 40 00 165,804 0 17,795 CHIEF OPERATING OFFICER 0 00 Form 990 (2015) Form 990(2015) Pages Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (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 other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization organizations from the for related 0 5. I -n organization and organizations 3. 23? 2 related below 13' .3 rt) 3 organizations u. 3 cm dotted lineTotal from continuation sheets to Part VII, Section A . . . . Total (add lines 715.467 0 112,031 2 Total number of (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 3 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee online 1a? If ind/Vidual . . . . . . . . . . . . . . 3 No 4 For any indiVidual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If ?Yes," complete Schedu/leor such 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiVidual for serVIces rendered to the organizationUi? ?Yes," complete Schedu/leor such person . . . . . . . . 5 No Section B. Independent Contractors 1 Complete this table for yourfive highest compensated independent contractors that received more than $100,000 of compensation from the organization Report compensation for the calendar year ending With or Within the organization?s tax year (A) (B) (C) Name and busmess address Description of serwces Compensation 2 Total number ofindependent contractors (including but not limited to those listed above) who received more than $100,000 ofcompensation from the organization 0 Form 990 (2015) Form 990 (2015) Page 9 Statement of Revenue Check ifSchedule 0 contains a response or note to any line in this Part (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt busmess excluded from function revenue tax under revenue sections 512?5 14 9 1a Federated campaigns . . 1a 9 Membership dues . . . . 1b (D Fundraismg events . . . . 1c <12 :35 '5 Related organizations . . . 1d (3 3 Government grants (contributions) 1e 5 All other contributions, gifts, grants, and 1f 5,253,010 '13 ED Similar amounts not included above :2 J: :2 Noncash contributions included in lines 1a-1f '5 5,253,010 to Total Add lines 1a lf a? Busmess Code 2 2a on: 3 51 All other program serVIce revenue 0 I: Total. Add lines 2a?2f 3 Investment income (including diVidends, interest, and otherSImilar amounts) . 301'307 301?307 4 Income from investment of tax-exempt bond proceeds 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 assets other than inventory Less cost or other ba5is and 39,572 sales expenses Gain or(loss) ?39,572 Net gain or(loss) .p '39.572 '391572 '0 8a Gross income from fundraismg 3 events (not including 5 ofcontributions reported on line 1c) a See PartIV,line 18 a; a .C 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 . . . Netincome or(loss)from gaming . 103 Gross sales ofinventory, less returns and allowances a Less cost ofgoods sold . . Net income or (loss) from sales of inventory . . Miscellaneous Revenue Busmess Code 113 MANAGEMENT 561000 10:00? 104100 All other revenue Total.Add lines lla?lld 10,000 12 Total revenue. See Instructions 5,524,745 10,000 261,735 Form 990 (2015) Form 990(2015) 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) Check if Schedule 0 contains a response or note to any line in this Part IX Do not include amounts reported on lines 6b, (A) Prograglemce Manag?g?Part Total expenses expenses general expenses expenses 1 Grants and other assistance to domestIc organizations and domestIc governments See Part IV, line 21 2,838,800 2,838,800 2 Grants and other a55istance to domestIc IndIVIduals See Part IV, We 22 3 Grants and other assistance to foreIgn organizations, foreign governments, and foreign indIVIduals See Part IV, lines 15 and 16 Bene?ts paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 826,219 388,351 405,849 32,019 6 Compensation not Included above, to disqualified persons (as de?ned under section 4958(f)(1)) and persons described In section 4958(c)(3)(B) 7 Other salaries and wages 692,715 324,309 254,880 113,526 8 Pen5Ion plan accruals and contributions (include section 401(k) and 403(b) employer contributions) 25,136 10,356 14,780 9 Other employee bene?ts 70,708 22,465 37,413 10,830 10 Payroll taxes 60,699 32,484 18,392 9,823 11 Fees for serVIces (non?employees) a Management 3,250 3,250 Legal 3,780 1,462 2,318 AccountIng 136,831 136,831 Lobbying Profes5ional fundraising serVIces See Part IV, line 17 Investment management fees 40,401 40,401 9 Other (IflIne 1 lg amount exceeds 10% ofllne 25, column (A) amount, list line 1 1g expenses on Schedule 0) 120,941 102,002 6,268 12,671 12 AdvertISIng and promotion 535 535 13 Office expenses 58,304 15,215 38,689 4,400 14 Information technology 15 Royalties 16 Occupancy 17 Travel 158,898 124,274 26,684 7,940 18 Payments of travel or entertainment expenses for any federal, state, or local pubIIc offICIals 19 Conferences, conventions, and meetings 40,104 38,719 131 1,254 20 Interest 21 Payments to affiliates 22 DepreCIation, depletion, and amortization 16,747 6,302 8,129 2,316 23 Insurance 11,803 474 11,329 24 Other expenses ItemIze expenses not covered above (LIst miscellaneous expenses In line 24e Ifline 24e amount exceeds 10% ofIIne 25, column (A) amount, lIst line 24e expenses on Schedule 0 a RENT 81. UTILITIES 157,598 70,191 80,218 7,189 TELEPHONE 25,295 16,949 7,011 1,335 PRINTING PUBLICATIONS 7,802 7,433 220 149 SOFTWARE 6,418 859 3,461 2,098 All other expenses 53,619 41,088 11,260 1,271 25 Total functional expenses. Add IInes 1 through 24e 5,356,603 4,042,268 1,107,514 206,821 26 Joint costs.Complete thIs lIne only Ifthe organization reported In column (B) JOlnt costs from a combined educatIonal campaIgn and fundraismg SOIICItation Check here _Iffollowmg SOP 98?2 (ASC 958?720) Form 990 (2015) Form 990 (2015) Balance Sheet Page 11 CheckifScheduleO contains a response or note to any linein this PartX . . (A) (B) Beginning ofyear End of year 1 Cash?non-interest?bearing 339,764 1 191,430 2 Savmgs and temporary cash Investments 2,273,150 2 3,074,481 3 Pledges and grants receivable, net 177,250 3 880,000 4 Accounts receivable, net 27,312 4 25,744 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 disquali?ed persons (as defined 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 V) II ofSchedule ?5 6 2 Notes and loans recewable, net 7 Inventories for sale or use 8 Prepaid expenses and deferred charges 25,329 9 18,662 10a Land, and eqUIpment cost or other ba5is Complete Part VI ofSchedule 103 158921 Less accumulated depreCIation 10b 100.741 50.145 10c 58,180 11 Investments?publicly traded securities 5,937,057 11 6,155,965 12 Investments?other securities See Part IV, line 1 1 12 13 Investments?program?related See Part IV, line 1 1 13 14 Intangible assets 14 15 Other assets See Part IV, line 1 1 32,334 15 34,030 16 Total assets.A dd lines 1 through 15 (must equal line 34) 9,862,341 16 10,448,492 17 Accounts payable and accrued expenses 202,719 17 193,197 18 Grants payable 1,198,000 13 1,960,000 19 Deferred revenue 19 20 Tax?exempt bond liabilities 20 21 Escrow or custodial account liability Complete Part IV ofSchedule 21 Q) 22 Loans and other payables to currentand former officers,directors,trustees, r: key employees, highest compensated employees, and disqualified 5 persons Complete Part II ofSchedule 22 G: :1 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.A dd lines 17 through 25 1,400,719 26 2,153,197 Organizations that follow SFAS 117 (ASC 958), check here '7 and complete :3 lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets 1,618,739 27 1,765,430 rs CD 28 Temporarily restricted net assets 6,842,883 23 6,529,865 29 Permanently restricted net assets 29 Organizations that do not follow SFAS 117 (ASC 958), check here and 5 complete lines 30 through 34. 73 30 Capital stock ortrust prinCIpal,or current funds 30 31 Paid?in or capitalsurplus,0r and,bUI ding or eqUIpment fund 31 32 Retained earnings,endowment,accumu ated income,or otherfunds 32 33 Total net assets or fund balances 8,461,622 33 8,295,295 34 Total liabilities and net assets/fund balances 9,862,341 34 10,448,492 Form 990 (2015) Form 990 (2015) Reconcilliation of Net Assets Page 12 Check IfSchedule contaIns a response or note to any lIne In thIs Part XI . 1 Total revenue (must equal Part column (A), lIne 12) 1 5,524,745 2 Total expenses (must equal Part IX, column (A), Me 25) 2 5,356,603 3 Revenue less expenses Subtract lIne 2 from lIne 1 3 168,142 4 Net assets or fund balances at begInnIng ofyear (must equal Part X, lIne 33, column 4 8,461,622 5 Net unrealized gaIns (losses) on Investments 5 -334,469 6 Donated serVIces and use of 6 7 Investment expenses 7 8 PrIor perIod adjustments 8 9 Other changes In net assets orfund balances (explaIn In Schedule 0) 9 10 Net assets or fund balances at end ofyear CombIne lInes 3 through 9 (must equal Part X, Me 33, column 10 8,295,295 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 I?Cash WAccrual I?Other Ifthe organIzatIon changed Its method ofaccountIng from a prIor year or checked "Other," explaIn In Schedule 0 2a Were the organIzatIon's fInanCIal statements complied 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 consolIdated and separate Were the organIzatIon'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 consolldated or both I7 Separate Consolldated Both consolIdated and separate basIs 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 AudItActand OMB CIrcularA-133? 3a N0 If"Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? Ifthe organIzatIon dId not undergo the reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts 3b Form 990 (2015) Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493128008967] OMB No 1545?0047 SCHEDULE A Public Charity Status and Public Support (Form 990 0r Complete if the organization is a section 501(c)(3) organization or a section 2 1 5 990EZ) 4947(a)(1) nonexempt charitable trust. I Attach to Form 990 or Form 990-EZ. 0 en to Public Information about Schedule A (Form 990 or 990-EZ) and its instructions is at . Department of the . Inspection Treasury Internal Revenue Serwce Name of the organization Employer identification number THE 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 Schedule (Form 990 or 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 Enterthe 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 '7 An organization that normally receives a substantial part ofits support from a governmental unit or from 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 actiwties related to its exempt functions?subject to certain exceptions, and (2) no more than 331/3% ofits support from gross investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization after June 30,1975 Seesection 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 excluswely 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 1 1d that describes the type ofsupporting organization and complete lines 1 1e, 11f, and 1 lg 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 of the 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 havmg control or management ofthe 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, Sections A 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, or Type non?functionally integrated supporting organization Enterthe number ofsupported organizations . . . . . . . . . . . Prowde the followmg information about the supported organization(s) (iv) (vi) Name ofsupported organization Type of Is the organization Amount of Amount of other organization listed in your governing monetary support support (see (described on lines document? (see instructions) instructions) 1? 9 above (see instructions)) Yes No Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ. Cat N0 11235F Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 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 in) 1 6 Gifts, grants, contributions, and membership fees recewed (Do not include any unusual grants) Tax revenues lewed for the 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 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 11, column (0 Public support. Subtract line 5 from line 4 (a)2011 (b)2012 (c)2013 (d)2014 (e)2015 (f)T0ta 2,794,345 1,909,990 3,275,477 4,706,021 4,249,638 16,935,471 2,794,345 1,909,990 3,275,477 4,706,021 4,249,638 16,935,471 8,852,080 8,083,391 Section B. Total Support Calendar year (or fiscal year beginning inSection C. Computation of Public Support Percentage Amounts from line 4 Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources Net income from unrelated busmess actIVIties, 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 7 through 10 (a)2011 (b)2012 (c)2013 (d)2014 (e)2015 (f)Tota 2,794,345 1,909,990 3,275,477 4,706,021 4,249,638 16,935,471 120,467 155,535 142,766 182,311 301,307 902,386 35,000 20,000 20,000 20,000 10,000 105,000 74,673 1,351 3,372 79,396 18,022,253 Gross reCEIpts from related actIVIties, etc (see instructions) 12 First five years.1fthe 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 . . . . 14 15 16a 17a 18 Public support percentage for 2015 (line 6, column diVided by line 1 1, column 14 44 850 23 640 33 1/3?/o support test?2015.1fthe 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 I7 33 1/3?/o support organization did not check a box on line 13 or 16a, and line 15 is 331/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 10%-facts-and-circumstances test?2015.1fthe 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 Public support percentage for 2014 Schedule A, Part II, line 14 15 organization 10%-facts-and-circumstances test?2014.1fthe 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 mStl?UCthl?lS Schedule A (Form 990 or 990-EZ) 2015 ScheduleA (Form 990 or990-EZ)2015 Page3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only If you checked the box on IIne 9 of Part I or If the organIzatIon faIIecl to quaIIfy under Part II. If the organIzatIon falls to quaIIfy under the tests IIsted below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 GIfts, grants, contrIbutIons, and membershIp fees recered (Do not Include any "unusual grants 2 Gross receIpts from merchandlse sold or serVIces performed, or furnIshed In any actIVIty that Is related to the organIzatIon's tax-exempt purpose 3 Gross receIpts from actIVItIes that are not an unrelated trade or busmess under sectIon 513 4 Tax revenues leVIed for the organIzatIon's bene?t and eIther paId to or expended on Its behalf 5 The value ofserVIces furnIshed by a governmental unIt to the organIzatIon WIthout charge 6 Total. Add ?ms 1 through 5 7a Amounts Included on IInes 1, 2, and 3 recered from persons Amounts Included on IInes 2 and 3 recered from other than persons that exceed the greater 0f$5,000 or 1% of the amount on IIne 13 for the year Add IInes 7a and 7b 3 Public support. (Subtract lIne 7c from IIne 6 Section B. Total Support Calendar year (or fiscal year beginning in) 9 Amounts from IIne 6 103 Gross Income from Interest, dIVIdends, payments recewed on securItIes loans, rents, royaltIes and Income from SImIlar sources Unrelated busIness taxable Income (less sectIon 511 taxes) from busmesses achIred after June 30,1975 Add IInes 10a and 10b 11 Net Income from unrelated busmess actIVItIes not Included In IIne 10b, whether or not the busmess Is regularly carrIed on 12 Other Income Do not Include gaIn or loss from the sale of capItal assets (ExplaIn In Part VI 13 Total support. (Add IInes 9,10c, 11, and 12 14 First five years.Ifthe Form 990 Is forthe organIzatlon's ?rst, second, thIrd, fourth, or ?fth tax year as a sectIon 501(c)(3) organIzatIon, check thIs box and stop here Section C. Computation of Public Support Percentage 15 PubIIc support percentage for 2015 (IIne 8, column dIVIded by IIne 13, column 15 (a)2011 (b)2012 (c)2013 (d)2014 (e)2015 (f)Total (a)2011 (b)2012 (c)2013 (d)2014 (e)2015 (f)Tota 16 PublIc support percentage from 2014 Schedule A, Part IIne 15 15 Section D. Computation of Investment Income Percentage 17 Investment Income percentage for 2015 (IIne 10c, column lelded by IIne 13, column 17 18 Investment Income percentage from 2014 Schedule A, Part IIne 17 13 19a 33 1/3?/o support tests?2015.1fthe organIzatIon dId not check the box on IIne 14, and lIne 15 Is more than 33 and IIne 17 Is not more than 33 check thIs box and stop here. The organIzatIon qualIers as a pubIIcly supported organlzatIon 33 1/3?/o support tests?2014.1fthe organIzatIon dId not check a box on IIne 14 or IIne 19a, and IIne 16 IS more than 33 1/3% and IIne 18 Is not more than 33 check thIs box and stop here.The organIzatIon as a pubIIcly supported organIzatIon 2? Private foundation.Ifthe organIzatlon dId not check a box on lIne 14, 19a, or 19b, check thIs box and see InstructIons Schedule A (Form 990 or 990-EZ) 2015 ScheduleA (Form 990 or990?EZ)2015 Page4 Supporting Organizations (Complete only ifyou checked a box on line 1 1 of PartI If you checked 11a of Part I, complete Sections A and Ifyou checked 1 lb of Part I, complete Sections A and Ifyou checked 1 1c ofPart I, complete Sections A, D, and Ifyou checked 1 1d of Part I, complete Sections A and D, and complete Part V) Section A. All Supporting Organizations Yes No 1 Are all of the organization?s supported organizations listed by name In the organization?s governing documents? If "No, describe in Part VI how the supported organizations are desrgnated If desrgnated by class or purpose, describe the de5ignati0n If historic and continumg relationship, explain 1 2 Did the organization have any supported organization that does not have an IRS determination ofstatus under section 509(a)(1) or If "Yes," explain in Part VI how the organization deteimined that the supported Oiganization was described in section 2 509(a)(1) 0i (2) 3a Did the organization have a supported organization described In section 501(c)(4), (5), or If "Yes," answer and below 3a 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," describe in Part VI when and how the organization made the determination 3b Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2)(B) purposes? 3?3 If "Yes," explain in Part VI what controls the organization put in place to ensure such use 4a Was any supported organization not organized in the United States (?foreign supported organization")? If ?Yes and if you checked 11a or 11b in Part I, answer and below 4a 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 Giganization had such control and dis Cietion despite being controlled or superwsed 4b by or in connection its suppOited organizations Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3)and509(a)(1)or(2)? 4 If "Yes,? explain in Part VI what controls the organization us ed to ensure that all support to the foreign supported organization was used excluswely for section 170(c)(2)(B) purposes 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes,? ans wer and below (if applicable) Also, prowde detail in Part VI, including the names and EIN numbers of the suppoited 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) 53 Type I or Type II only. Was any added or substituted supported organization part ofa class already de5ignated in the organization?s organizmg document? 5b Substitutions only. Was the substitution the result of an event beyond the organization?s control? 5c 6 Did the organization prowde support (whether in the form of grants or the ofserVIces orfaCIlities) to anyone other than its supported organizations, indiViduals that are part ofthe 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. 5 7 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, or a 35?percent controlled entity With regard to a substantial contributor? If "Yes,? complete Part1r of Schedule (Form 990) 7 8 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) 3 9a 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 (otherthan foundation managers and organizations described in section 509 or If "Yes,?prowde detail in Part VI. 93 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,?piowde detail in Part VI. 9b 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,?piowde detailin Part VI. 9c 10a 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,? ans wei below 103 Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess buSiness holdings) 10b 11 Has the organization accepted a gift or contribution from any of the followmg persons? a A person who directly or indirectly controls, either alone or together With persons described in and below, the governing body ofa supported organization? 11a A family member ofa person described in above? 11b A 35% controlled entity ofa person described in or above?If "Yes?to a, b, or c, provrde detail in Part VI 11c Schedule A (Form 990 or 990-EZ) 2015 ScheduleA (Form 990 or990-EZ)2015 Page5 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 powerto regularly app0int or elect at least a majority ofthe 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, supervrsed, or controlled the organization?s If the organization had more than one supported organization, des cribe how the powers to appornt and/or remove directors or trustees were allocated among the supported organizations and what conditions or res trictions, 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 provrding such benefit carried out the purposes of the supported organization(s) that operated, supervrs ed or controlled the supporting organization 2 Section C. Type II Supporting Organizations Yes No 1 Were a majority of the organization's directors or trustees during the tax year also a majority ofthe directors or trustees ofeach of the 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 ofits 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 ofthe organization's officers, directors, or trustees either appomted 0r elected by the supported organization(s) or (ii) servmg on the governing body ofa supported organization? If explain in Part VI how the organization maintained a close and continuous working relationship With the 2 supported organizati0n(s) 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 of the 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 of each 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 N0 a Did substantially all ofthe organization?s actiwties during the tax year directly further the exempt purposes of the supported organizati0n(s) to which the organization was responswe? If "Yes," then in Part VI identify those supported organizations and explain how these directly furthered their exempt purposes, how the organization was responsrve to those supported organizations, and how the organization determined that these cons tituted subs tantially all of its 23 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 but for the organization?s involvement 2b 3 Parent ofSupported rganizations Answer and below. a Did the organization have the power to regularly app0int or elect a majority ofthe officers, directors, ortrustees of each ofthe supported organizations? Provrde details in Part VI 3a Did the organization exerCIse a substantial degree ofdirection overthe polimes, programs and actiwties 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) 2015 ScheduleA (Form 990 or990-EZ)2015 Page6 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here if the 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 (B) Current Year Section A - Adjusted Net Income (A) Pr'orYear (opuonal) Net short?term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 DepreCIation and depletion Portion ofoperating expenses paid or incurred for production or collection of 6 gross income or for management, conservation, or maintenance of property held for production of income (see instructions) at 7 Other expenses (see instructions) 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) (B) Current Year Section - Minimum Asset Amount (A) Pr'orYear (optmnal) Aggregate fair market value ofall non-exempt-use assets (see instructions for short tax year or assets held for part of year) 1 Average value of securities 1a Average cash balances 1b Fair market value of other non?exempt?use assets 1c Total (addlines 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 2 Subtract line 2 from line 1d Cash deemed held for exempt use Enter 1?1/2% ofline 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 @Hmmh Minimum Asset Amount (add line 7 to line 6) Section - Distributable Amount CurrentYear 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 of line 2 or line 3 Income tax imposed in prior year Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 NI Check here if the current year is the organization's first as a non?functionally?integrated Type supporting organization (see instructions) Schedule A (Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 2015 Page 7 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform actIVIty that directly furthers exempt purposes of supported organizations, in excess ofincome from actIVIty 3 Administrative expenses paid to accomplish exempt purposes ofsupported organizations Current Year 4 Amounts paid to achIre exempt?use assets 5 Qualified set?aSIde amounts (priorIRS approval reqUIred) 6 Other distributions (describe in Part VI) See instructions 7 Total annual distributions. Add lines 1 through 6 8 Distributions to attentive supported organizations to which the organization is respon5ive (prowde details in Part VI) See instructions 9 Distributable amount for 2015 from Section C, line 6 10 Line 8 amount diVided by Line 9 amount Section - Distribution Allocations (see instructions) 0) Excess Distributions (ii) Underdist ributions Distributable Pre-2015 Amount for 2015 1 Distributable amount for 2015 from Section C, line 6 2 Underdistributions, if any, for years prior to 2015 (reasonable cause reqUIred-?see instructions) 3 Excess distributions carryover, ifany, to 2015 From 2013. From 2014. Total of lines 3a through 9 Applied to underdistributions of prior years Applied to 2015 distributable amount i Carryoverfrom 2010 not applied (see instructions) Remainder Subtract lines 39, 3h, and 3i from 3f 4 Distributions for 2015 from Section D, line 7 a Applied to underdistributions ofprior years Applied to 2015 distributable amount Remainder Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years priorto 2015, ifany Subtract lines 39 and 4a from line 2 (ifamount greater than zero, see instructions) 6 Remaining underdistributions for 2015 Subtract lines 3h and 4b from line 1 (ifamount greater than zero, see instructions) 7 Excess distributions carryover to 2016. A dd lines 3] and 4c 8 Breakdown ofline 7 Excess from 2013. D. From 2014. From 2015. Schedule A (Form 990 or 990-EZ) (2 0 1 5) ScheduleA (Form 990 or990-EZ)2015 Pages Supplemental Information. Provnde the explanations reqwred by Part II, We 10; Part II, line 17a or 17b; Part line 12; Part IV, Section A, lines 9a, 9b, 11a, 11b, and 11c; Part IV, B, Imes 1 and 2; Part IV, Section C, We 1; Part IV, Section D, lines 2 and 3; Part IV, E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, llne 1e; Part Section D, lines 5, 6, and 8; and Part V, Section E, Ilnes 2,5, and 6. Also complete part for any additional Information. (See Facts And Circumstances Test Return Reference Explanation Schedule A (Form 990 or 990-EZ) 2015 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493128008967I SCHEDULE Political Campaign and Lobbying Activities (Form 990 or For Organizations Exempt From Income Tax Under section 501(c) and section 527 2 1 5 990' EZ) PComplete if the organization is described below. PAttach to Form 990 or Form 990-EZ. PInformation about Schedule (Form 990 or 990-EZ) and its instructions is at Open to Public Department ofthe [form990. Inspection Treasury Internal Revenue SerVIce If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 99042, Part V, line 46 (Political Campaign Activities), then a Section 501(c)(3) organizations Complete Parts I-A and Do not complete Part I-C 0 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" on Form 990, Part IV, Line 4, or Form 99042, Part VI, line 47 (Lobbying ActIVIties), then 0 Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part Do not complete Part 0 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 99042, Part V, line 35c (Proxy Tax) (see separate instructions), then 0 Section 501(c)(4), (5), or (6) organizations Complete Part Name of the organization THE FDTN FOR PUBLIC EDUCATION Employer identification number 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 3 Volunteer hours Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount ofany exuse tax incurred by the organization under section 4955 2 Enter the amount ofany eXCIse tax incurred by organization managers under section 4955 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," describe in Part IV Complete if the organization is exempt under section 501(c), except section 501(c)(3). Enter the amount directly expended by the filing organization for section 527 exempt function actIVIties 2 Enter the amount ofthe filing organization's funds contributed to other organizations for section 527 exempt function actIVIties 3 Total exempt function expenditures Add lines 1 and 2 Enter here and on Form 1 L, line 17b 4 Did the filing organization fiIeForm 1120-POL for this year? Yes No Enter the names, addresses and employer identification number (EIN) ofall 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 enterthe 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 Address Amount paid from filing organization?s funds If none, enter Amount of political contributions received and and directly delivered to a separate political organization Ifnone, enter 6 For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. Cat No 500845 Schedule (Form 990 or 990-EZ) 2015 ScheduleC (Form 990 or990?EZ)2015 Page2 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check if the filing organization belongs to an affiliated group (and list In Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures) Check ifthe organization checked box A and "limited control" prowsions apply - - - - Filing Af?liated OP Lot?by'ng organization's group totals (The term expenditures means amounts paid or Incurred.) totals 1a Total lobbying expenditures to In?uence public opinion (grass roots 31 000 lobbying) Total lobbying expenditures to In?uence a legislative body (direct lobbying) 0 Total lobbying expenditures (add llnes 1a and 1b) 31,000 Other exempt purpose expenditures 5,118,782 Total exempt purpose expendltures (add lines 1c and 1d) 5,149,782 Lobbying nontaxable amount Enter the amount from the followmg table In both columns 4071489 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 0 Grassroots nontaxable amount (enter 25 /o ofline 1f) 101,872 Subtract line lg from lIne 1a Ifzero or less, enter 0 i Subtract line 1ffrom line 1c If zero or less, enter 0 Ifthere is an amount other than zero on either line 1h or line 1i, did the organization ?le Form 4720 reporting section 491 1 tax for thIS 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 beginning In) (a)2012 (b)2013 (c)2014 (d)2015 Total 2a Lobbying nontaxable amount 373,685 345,909 371,944 407,489 1,499,027 Lobbying ceiling amount 2,248,541 (150% ofllne 2a, column(e)) Total lobbying expenditures 50,000 54,100 35,000 31,000 170,100 Grassroots nontaxable amount 93.421 86,477 92,986 101,872 374,755 Grassroots amount 562 134 (150% ofllne Grassroots lobbying expenditures 35,000 39,100 35,000 31,000 140,100 Schedule (Form 990 or 990-EZ) 2015 ScheduleC (Form 990 or990-EZ)2015 Page3 Part II-B 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 on [Ines 1a through lI below, prowde In Part detailed des cuptron of the actIVIty 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 a Volunteers? PaId staff or management (Include compensation In expenses reported on lInes 1c through 1i)? Media advertIsements? Mallings to members, legIslators, or the publIc? PublIcatIons, or published or broadcast statements? Grants to other organIzatIons for lobbyIng purposes? 9 DIrect contact WIth legIslators, theIr staffs, government offICIals, or a legislatIve body? Rallies, demonstratIons, seminars, conventIons, speeches, lectures, or any Similar means? i Other actIVItIes? Total Add lInes 1c through 1i 2a the actIVItIes In line 1 cause the organizatIon to be not descrIbed In sectIon 501(c)(3)? If"Yes," enter the amount of any tax Incurred under sectIon 4912 If"Yes," enter the amount ofany tax Incurred by organIzatIon managers under schon 4912 Ifthe fIlIng organization Incurred a section 4912 tax, dId It ?le Form 4720 forthIs year? Yes Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). 1 Were substantIally all (90% or more) dues received nondeducthle by members? 2 the organIzatIon make only In?house lobbyIng expenditures of$2,000 or less? 3 the organIzation agree to carry over lobbying and polItIcal expenditures from the prIor year? Yes No 1 2 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" OR Part line 3, is answered ?Yes." 1 Dues, assessments and amounts from members 1 2 Schon 162(e) nondeducthle lobbying and polItIcal expendItures (do not include amounts of political expenses for which the section 527(f) tax was paid). a Current year 23 Carryoverfrom last year 2b Total 2c 3 Aggregate amount reported In sectIon 6033(e)(1)(A) notices of nondeducthle sectIon 162(e) dues 3 4 Ifnotices were sent and the amount on lIne 2c exceeds the amount on lIne 3, what portIon ofthe excess does the organIzatIon agree to carryover to the reasonable estimate of nondeducthle lobbying and po ItIca expenditure next year? 4 Taxable amount oflobbyIng and politIcal expendItures (see Instructions) 5 Supplemental Information Prowde the descrIptIons reqUIred for Part l?A, line 1, Part l?B, lIne 4, Part l?C, lIne 5, Part (affiliated group Ist), Part lines 1 and 2 (see Instructions), and Part lIne 1 Also, complete thIs part for any addItIonal InformatIon Return Reference Explanation Schedule (Form 990 or 990EZ) 2015 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493128008967I SCHEDULE . . OMB No 1545-0047 Supplemental FInanCIal Statements (Form 990) Complete if the organization answered "Yes," on Form 990, 2 1 5 Part IV, line 6, 7, B, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Department of the Attach to Form 990. Open to Public Treasury Information about Schedule (Form 990) and its instructions is at Inspection Internal Revenue SerVIce Name of the organization Employer identification number THE FDTN FOR PUBLIC EDUCATION 04-3457065 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete If the organizatlon answered ?Yes" on Form 990, Part IV, Me 6. a Donor 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 organlzatlon's excluswe legal control? Yes No the organlzatlon Inform all grantees, donors, and donor adVIsors In ertIng that grant funds can be used only for charltable purposes and not for the bene?t of the donor or donor adVIsor, or for any other purpose conferrIng ImpermISSIble prIvate bene?t? I?Yes No Conservation Easements. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Me 7. 1 Purpose(s) of conservatlon easements held by the organlzatlon (check all that apply) PreservatIon ofland for pubIIc use (e recreatIon or educatIon) Preservatlon ofan hIstorIcally Important land area ProtectIon of natural habItat Preservatlon ofa certIerd hIstorIc structure PreservatIon ofopen space Complete IInes 2a through 2d Ifthe organlzatlon held a conservatlon contrIbutIon In the form ofa conservatlon easement on the last day of the tax year Held at the End of the Year Total number ofconservatlon easements 2a Total acreage restrIcted by conservatlon easements 2b Number ofconservatlon easements on a certIerd hIstorIc structure Included In 2c Number ofconservatIon easements Included In achIred after 8/17/06, and not on a hIstorIc structure Isted In the NatIonal Reglster 2d umber ofconservatIon easements modIerd, transferred, released, or termInated by the organlzatlon durIng the tax year Number ofstates where property subject to conservatlon easement Is located Does the organIzatIon have a ertten poIIcy the perIodIc monItorIng, InspectIon, of VIolatIons, and enforcement ofthe conservatlon easements It holds? Yes No Staffand volunteer hours devoted to monltorlng, handIIng ofVIolatIons, and enforcmg conservatlon easements durIng the year Amount of expenses Incurred In monItorIng, ofVIolatIons, and enforCIng conservatlon easements durIng the year Does each conservatlon easement reported on We 2(d) above satIsfy the reqUIrements ofsectlon 170(h)(4) (B)(I)and sectIon I?Yes In Part descrIbe how the organlzatlon reports conservatlon easements In Its revenue and expense statement, and balance sheet, and Include, IfappIIcable, the text ofthe footnote to the organlzatlon's fInanCIal statements that the organlzatlon?s for conservatlon easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete If the organlzatlon answered ?Yes" on Form 990, Part IV, lIne 8. 1a Ifthe organlzatlon elected, as permItted under SFAS 1 16 (ASC 958), not to report In Its revenue statement and balance sheet works of art, hIstorIcal treasures, or other assets held for pubIIc ethbItIon, educatIon, or research In furtherance of publIc serVIce, prowde, In Part the text ofthe footnote to Its fInanCIal statements that descrIbes these Items Ifthe organlzatlon elected, as permItted under SFAS 1 16 (ASC 958), to report In Its revenue statement and balance sheet works of art, hIstorIcal treasures, or other assets held for pubIIc ethbItIon, educatlon, or research In furtherance of publIc serVIce, prowde the followmg amounts relatlng to these Items Revenue Included on Form 990, Part IIne 1 (ii)Assets IncludedIn Form 990,PartX 2 Ifthe organlzatlon recered or held works ofart, hIstorIcal treasures, or otherSImIIar assets forfInanCIal gaIn, prOVIde the followmg amounts reqUIred to be reported under SFAS 1 16 (A SC 958) relatIng to these Items a RevenueIncluded on Form '3 Assets Included In Form 990,PartX For Paperwork Reduction Act Notice, see the Instructions for Form 990. at 5 2 2 83 Schedule (Form 990) 2015 ScheduleD (Form 990)2015 Page2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 the organizatIon?s acceSSIon, and other records, check any ofthe followmg that are a SIgnIficant use of Its collection Items (check all that apply) a PublIc exhibition Loan or exchange programs Scholarly research Other PreservatIon forfuture generations 4 ProvIde a descriptIon of the organization?s collections and explain how they furtherthe organization?s exempt purpose In Part 5 During the year, dId the organization so ICIt or recewe donations ofart, historical treasures or other Similar assets to be sold to raise funds rather than to be maintaIned as part ofthe organization?s collection? Yes No Escrow and Custodial Arrangements. Complete If the organIzatIon answered ?Yes" on Form 990, Part IV, ?me 9, or reported an amount on Form 990, Part X, We 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 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 18 Ending balance 1f 2a the organIzation include an amount on Form 990,Part X, Ine 21,forescrow orcustodial I?Yes If"Yes," epraIn the arrangement In Part Check here ifthe explanatIon has been prowded In Part . . . . . . . . Endowment Funds. Complete If the organIzatIon answered ?Yes" to Form 990, Part IV, IIne 10. (a)Current year (b)PrIor year (c)Two years back (d)Three years back (e)Four years back 1a Beginning of year baIance 5,937,057 6,859,481 6,612,188 5,435,545 1,051,270 ContributIons 5,000,000 Netinvestment earnings,gaIns,and I -95,092 77,576 918,361 793,468 374,275 osses Grants or scholarshIps Other expenditures forfaCIlities and programs 676,000 671,068 616,825 AdmInIstrative expenses . . 9 End ofyear balance 6,165,965 6,937,057 6,859,481 6,612,188 6,435,545 2 the estimated percentage ofthe current year end balance (line 1g, column held as a Board deSIgnated or quaSI?endowment 19 000 0/0 Permanent endowment 0 TemporarIIy restricted endowment 81 000 The percentages on lInes 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not In the possessIon ofthe organIzation that are held and administered forthe organization by Yes No unrelated organizations . . . . . . . . . . . . . . . . . 3a(i) No (ii) related organizations . . . . . . . . . . . . . . . . . 3a(ii) N0 If"Yes" on are the related organizatIons Isted 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, Ine 11a.See Form 990, Part X, IIne 10. DescrIption of property Accumulated (d)Book value Cost or other Cost or other (c)deprECIation (Investment) (other) 1a Land Leasehold Improvements EqUIpment . . . . . . . . . . . . . . . 158,921 100,741 58,180 eOther Total. Add lines la through 1e (Column must equal Form 990, Part X, column (B), lIne 10(c58,180 Schedule (Form 990) 2015 ScheduleD (Form 990)2015 Page3 Investments?Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Description of security or category (b)Book value (c)Method of valuation (including name ofsecurity) Cost or end-of-year market value (1)FinanCIa derivatives (2)Closely?held eqmty interests (3)Other Total. (Column must equal Form 990, Part X, col (B) line 12) Investments?Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line llc-See Form 990 Part line 13_ Description ofinvestment Book value Method ofvaluation Cost or end-of- ear market value Total. (Column must equal Form 990, Part X, col (B) line 13) Other Assets. Corn lete ifthe or anization answered 'Yes' on Form 990 Part IV line 11d See Form 990 Part line 15 a Descri tion Book value Total. Columnbmust ualF0im990,PaitX,colBline15 . . . . . . . . . . .b Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line He or 111?. See Form 990, Part X, line 25. 1_ Description of liability Book value Federal income taxes Total. (Column must equal Form 990, Part X, col (B) line 25) 2. Liability for uncertain tax pOSItions In Part provide the text of the 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 Schedule (Form 990) 2015 ScheduleD (Form 990)2015 Page4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organization answered 'Yes' on Form 990, Part IV, IIne 12a. 1 Total revenue, gains, and other support per audited finanCIal statements 1 5,149,875 Amounts Included on line 1 but not on Form 990, Part line 12 a Net unrealized gains (losses) on Investments 2a ?334,469 Donated serVIces and use 2b Recoverles ofprior year grants 2c Other In Part 2d Add IInes 2a through 2d 2e -334,469 Subtract IIne 2e from IIne 1 3 5,484,344 Amounts Included on Form 990, Part line 12, but not on line 1 a Investment expenses notincluded on Form 7b 4a 40,401 Other In Part 4b AddIInes 4a and 4b 4c 40,401 5 Total revenue AddIInes 3and 4c.(ThIs must equal Form 990 PartI, IIne 12) . . 5 5,524,745 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, IIne 12a. 1 Total expenses and losses per audIted fInanCIal statements 1 5,316,202 Amounts Included on line 1 but not on Form 990, Part IX, IIne 25 a Donated serVIces and use of 2a Prior year adjustments 2b Other losses 2c Other (DescrIbe In Part 2d Add IInes 2a through 2d 2e 0 Subtract IIne 2e from IIne 1 3 5,316,202 Amounts Included on Form 990, Part IX, IIne 25, but not on line 1: a Investment expenses notIncluded on Form 7b 4a 40,401 Other (DescrIbe In Part 4b AddIInes 4a and 4b 4c 40,401 5 Totalexpenses AddIInes 3and 4c. (This mustequal Form 990,PartI, Ine 18 5 5,356,603 Supplemental Information Prowde the descrIptions reqUIred for Part II, IInes 3, 5, and 9, Part IInes 1a and 4, Part IV ,lInes 1b and 2b, Part V, line 4, Part X, IIne 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to prowde any additional Information Return Reference PART 4 Explanatlon 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 OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTALANNUAL RETURN THAT EXCEEDS THE UT RATE PLUS INFLATION Schedule (Form 990) 2015 ScheduleD (Form 990)2015 Page5 Supplemental Information (continued) Return Reference Explanation Schedule (Form 990) 2015 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 934931280089671545?0047 (Eofmuggo) Grants and Other A55istance to Organizations, Governments and Individuals in the United States 20 1 5 Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22. Treasury Information about Schedule I (Form 990) and its instructions is at Inspection Internal Revenue Serwce 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 a55istance, the grantees' eligibility forthe grants or assistance, and the selection criteria used to award the grants or a55istancepugs 2 Describe in Part IV the organization?s procedures for monitoring the use of grant funds in the United States Grants and Other Assmtance to Domestic Organizations and Domestic Governments. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 2 1, for any moment that received more than $5,000 Part II can be duplicated ifadditional 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 aSSIStance or a55istance 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) 2015 Schedule] (Form 990) 2015 Grants and Other Assistance to Domestic Individuals. Complete ifthe organization answered "Yes" on Form 990, Part IV, line 22 Part can be duplicated ifadditional space IS needed Page 2 (a)Type ofgrant or aSSIStance (b)Number of (c)Amount of (d)Amount of (e)Method ofvaluation (book, (?Description of non-cash aSSIStance reCIpients cash grant non?cashassmtance FMV,appraisal,other) 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 CONTROLAND DISCRETION AS TO THE USE OFTHE 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 POTENTIALGRANTEE MUST SUBMIT A GRANT PROPOSALTO 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 OF THE GRANTEE ORGANIZATION AND ITS MANAGERS, (2) WHETHER 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 APPROVED, A 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 OF THE FUNDS AND THE PROGRESS MADE IN ACCOMPLISHING THE PURPOSE OFTHE GRANT Schedule I (Form 990) 2015 Additional Data Software ID: Software Version: EIN: Name: 04-3457065 THE SC HOTT FDTN FOR PUBLIC EDUCATION Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon (cl) Amount ofcash Amount of non? Method of valuation Descriptlon of Purpose of grant organization grant cash (book,FMV,appraIsa , non?cash aSSIstance or aSSIStance or government aSSIstance other) ADVANCEMENT PROJECT 95?4835230 50,000 TRAINING ON 1220 LSTREET NW SUITE 850 PIPELINE AT THE 20002 2015 OPPORTUNITY TO LEARN SUMMIT ALLIANCE 80?0532025 15,000 TO SUPPORT INSTITUTEPOWER COALITION PEOPLES AGENDA 3321 TULANE AVENUE FOREDUCATION SUITE 101 CAMPAIGN 70119 AMERICAN FEDERATION OF 52?1439116 40,000 TO SUPPORTTHE TEACHERS 2015 OTLSUMMITIN 555 NEWJERSEY AVE NW NEWORLEANS 20001 Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount ofcash Amount of non? Method ofvaluatlon Descriptlon of Purpose ofgrant organization grant cash (book,FMV,appraIsa , non?cash aSSIstance or aSSIStance or government aSSIstance other) ARKANSASADVOCATES 71?0492205 30,000 TO SUPPORTTHE FORCHILDREN AND ARKANSAS FAMILIES OPPORTUNITY TO 1400 WMARKHAM STREET LEARN CAMPAIGN SUITE 306 LITTLE 72201 ARKANSAS PUBLIC POLICY 71?0467088 58,000 TO SUPPORT THE PANEL ARKANSAS 1308 WEST 2ND STREET OPPORTUNITY TO LITTLE 72201 LEARN CAMPAIGN ARKANSAS UNITED 27?5271968 20,000 TO SUPPORT THE COMMUNITY COALITION PO BOX 9296 72703 ARKANSAS OPPORTUNITY TO LEARN CAMPAIGN Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC section Amount ofcash Amount of non- Method ofvaluation (9) Description of Purpose of grant organization Ifapplicable grant cash (book, FMV,appraisa , non?cashassmtance oraSSIstance or government a55Istance other) THE BOSTON ALLIANCE OF 04?2785336 20,000 TO SUPPORT MASSACHUSETTS FAIRSHARE 301 CAMPAIGN 02108 05?0258809 498,000 TO SUPPORT UNIVERSITYANNENBERG INSUTUTEFORSCHOOL PROGRAMS, REFORM PROJECTSBOX LEARNING 1929 02912 TO ADDRESS DISCIPLINE DISPARITIESIN NASHVILLE CENTERIKDRLABOR 22?2604923 40300 TO SUPPORT EDUCATKHIANDRESEARCH MASSACHUSETTS INC FAIRSHARE STREET CAMPAIGN 02130 Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC section Amount ofcash Amount of non? Method of valuation (9) Description of Purpose of grant organization grant cash (book,FMV,appraIsa , non?cash oraSSIstance or government aSSIstance other) CENTER FOR POPULAR 45-3813436 112,000 TO SUPPORT DEMOCRACY CAMPAIGN FOR FAIR 449 TROUTMAN STREET EDUCATION SUITE A FUNDING IN 11237 UNITING FORTHE SCHOOLS ALLOUR CHILDREN DESERVE CAMPAIGN ANDA CAMPAIGN TO SUPPORT COMMUNITY SCHOOLSIN NEW YORK CITY COMMUNITY ASSET 26?4753821 11,000 DISCRETIONARY DEVELOPMENT GRANT REDEFINING EDUCATION (CADRE) 8410 SOUTH BROADWAY 90003 THE NEWYORK 13-3062214 40,000 A PHILANTHROPIC COMMUNITY TRUST COMMUNITY FUNDS INC THE NEW YORK COMMUNITY TRUST NEW 10022 COLLABORATIVE FOCUSED ON IMPROVING SYSTEM- WIDE POLICY REFORM IN NEW YORK CITYS PUBLIC SCHOOLS Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount ofcash Amount of non? Method ofvaluatlon Descriptlon of Purpose ofgrant organization grant cash (book,FMV,appraIsa , non?cash aSSIstance or a55Istance or government aSSIstance other) EDITORIAL PROJECTSIN 53?0246895 40,000 TO EXPAND EDUCATION EDUCATION WEEKS 6935 ARLINGTON ROAD CAPACITY TO SUITE 100 DELIVER 20814 INSIGHTFUL, DRIVEN JOURNALISM ON EQUITY ISSUES FAMILIES AND FRIENDS OF 20?5924561 15,000 TO SUPPORT LOUISIANAS INCARCERATED CHILDREN PEOPLES AGENDA (FFLIC) FOR EDUCATION 1307 ORETHA CASTLE CAMPAIGN HALEY BOULEVARD 70113 GIRLS GENDER EQUITY 04?3697166 35,000 TO SUPPORT THE 30 THIRD AVE SUITE 103 11217 SCHOOL OUR GIRLS DESERVE CAMPAIGN Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of organization or government IRC section If applicable A mount ofcash grant Amount of non? cash assistance Method of valuation (book, FMV, appraisal, other) (9) Description of non?cash aSSIstance Purpose ofgrant or a55istance KENWOOD OAKLAND COMMUNITY ORGANIZATION 4242 COTTAGE GROVE 60653 36-2598637 50,000 TO SUPPORT NATIONAL COMMUNITY SCHOOLS CAMPAIGN KIDS RETHINK NEW ORLEANS SCHOOLS 2020 OC HALEY BLVD 70113 33-1203055 20,000 TO SUPPORT THE NEW ORLEANS EDUCATION EQUITY CAMPAIGN LOUISIANA CENTER FOR RIGHTS MILTON STREET 70122 20-5961971 23,000 TO SUPPORT THE NEWORLEANS EDUCATION EQUITY CAMPAIGN Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount ofcash Amount of non- Method of valuatlon Descriptlon of Purpose ofgrant organization grant cash (book, FMV,appra sa , non?cash aSSIstance 0r aSSIstance or government aSSIstance other) MASSACHUSETTS BUDGET 04?2967537 30,000 TO SUPPORT AND POLICY CENTER MASSACHUSETTS 15 COURT SQUARE SUITE FAIR SHARE 700 CAMPAIGN 02108 MASSACHUSETTS 04?2863903 20,000 TO SUPPORT COMMUNITIES ACTION MASSACHUSETTS NETWORK (MCAN) FAIR SHARE 150 MT VERNON ST SUITE CAMPAIGN 200E 02125 NATIONAL BLACKJUSTICE 20?0667808 10,000 TO SUPPORT THE COALITION PO BOX 71395 20024 WHITE HOUSE SUMMITS YOUTH Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC section Amount ofcash Amount ofnon? Method of valuation (9) Description of Purpose ofgrant organization ifapplicable grant cash (book, FMV,appraisa , non-cashaSSIStance or a55istance or government a55istance other) NATIONALECONOMIC 73-1714118 100,000 TO SUPPORT ZERO AND SOCIAL RIGHTS TOLERANCE INITIATIVE CAMPAIGN 90 JOHN STREET STE 308 10038 NETWORK FOR PUBLIC 35?2532243 10,000 TO SUPPORT EDUCATION COMMUNITY 117?01 PARK LANE SOUTH ACTIVIST APT C2A SCHOLARSHIPS TO RICHMOND ATTEND THE 2016 11418 NPE CONFERENCE OHIO STATE UNIVERSITY 31?1145926 147,000 TO CONDUCT PILOT 33 WEST 11TH AVENUE ROOM 209 43201 RESEARCH FOR NEW ORLEANS AND AN ADDITIONAL CITY TO IDENTIFY INDICATORS FOR THE HEALTHY LIVING LEARNING CAMPAIGN AND TO SUPPORT NATIONAL IMPLICIT BIAS AND SCHOOL DISCIPLINE RESEARCH AND CAPACITY BUILDING INITIATIVE Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC section Amount ofcash Amount of non? Method of valuation (9) Description of Purpose ofgrant organization grant cash (book, FMV,appraIsal, non-cashaSSIstance or aSSIstance or government aSSIstance other) ONE VOICE 02?0787550 60000 TO SUPPORT STREET BUILDING PUBLIC 39203 WILLFORIIEALTHY LIVING AND LEARNING COMMUNITIES CAMPAIGNIN MISSISSIPPI ORLEANSPUBLIC 80?0378257 15000 TO SUPPORT EDUCATION NETWORK (OPEN) PEOPLESAGENDA 3321TULANEAVENUE FOREDUCATION 70119 CAMPAIGN PHILADELPHIA STUDENT 23-2815998 15300 TO SUPPORT UNION CAMPAIGNFORFAIR 4534BALTIMOREAVENUE EDUCATION 19143 FUNDINGIN Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC section Amount ofcash Amount of non? Method of valuation (9) Description of Purpose ofgrant organization grant cash (book, FMV,appraIsa , non-cash aSSIstance or aSSIstance or government aSSIstance other) PUBLIC POLICY AND 13-3364209 60,000 TO SUPPORT THE EDUCATION FUND OFNEW CAMPAIGN FOR YORKINC FISCAL EQUITYIN 94 CENTRALAVE NEWYORK 12206 PYRAMID COMMUNITY 90?0149460 15,000 FOR NETWORKING, PARENT RESOURCE COMMUNICATION CENTER AND POLICY 3132 NAPOLEON AVE ADVOCACYTO 70125 ADDRESS EDUCATION EQUITY ISSUES IN NEW ORLEANS RACE FORWARD 94-2759879 25,000 TO SUPPORT 2016 32 BROADWAY SUITE 1801 NEW 10004 FACING RACE NATIONAL CONFERENCE IN ATLANTA, GA Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount ofcash Amount of non- Method ofvaluatlon of Purpose ofgrant organization grant cash (book,FMV,appraIsa , non?cash aSSIstance oraSSIstance or government aSSIstance other) ROCKEFELLER 13?3615533 30,000 TO SUPPORT THE PHILANTHROPYADVISORS EXECUTIVES 6 WEST 48TH STREET10TH ALLIANCE TO FLOOR EXPAND 10036 OPPORTUNITIES FOR BOYS AND MEN OF REMOVE SOCIALAND SYSTEMIC BARRIERS TO OPPORTUNITIES FOR MALES OF COLOR RURAL COMMUNITY 25?1917387 30,000 TO SUPPORT THE ALLIANCE ARKANSAS 401SSCOTT STREET SUITE OPPORTUNITYTO 7 LEARN CAMPAIGN LITTLE 72201 EDUCATION VOTERS OF 04?3457065 10,000 TO SUPPORT CAMPAIGN FOR FAIR 675 MASSACHUSETTS AV EDUCATION 8TH FLOOR FUNDING IN 02139 Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount ofcash Amount of non? Method of Descriptlon of Purpose ofgrant organization grant cash valuatlon non?cash aSSIstance or aSSIstance or government aSSIstance (book, FMV,appra sa , other) 95?4116679 20,000 TO SUPPORT THE ENTREPRENEURSBREAKOUT NEWORLEANS 23532 CALABASAS RD EDUCATION EQUITY SUITEA CAMPAIGN 91302 SOUTHERN ECHO 64?0819311 35,000 TO SUPPORT THE 1350 LIVINGSTON LANE MISSISSIPPI BALLOT SUITE INITIATIVE 39213 THE REGENTS OFTHE 95?6006143 945,000 TO RESEARCH AND UNIVERSITY OF CALIFORNIA CENTER FOR POLICING EQUALITY LOS 90095 DISSEMINATE EXAMPLES OF EFFECTIVE SCHOOL DISCIPLINE POLICIES AND PRACTICES THAT CAN HELP ELIMINATE EXCESSIVE AND RACIALLY DISPARATE DISCIPLINARY EXCLUSION FOR STUDENTS WITH AND WITHOUT LEARNING DISABILITIES AND TO SUPPORT RESEARCH STUDY TO ADDRESS THE SCHOOL-TO-PRISON PIPELINE IN BROWARD COUNTY PUBLIC SCHOOLS IN FLO RIDA Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC section Amount ofcash Amount of non- Method ofvaluatlon (9) Description of Purpose of grant organization ifapplicable grant cash (b00k,FMV,appraIsal, non?cashaSSIstance ora55istance or government a55istance other) THIRD SECTOR NEW 04?2261109 25,000 TO SUPPORT ENGLANDBUILDING MOVEMENT PROJECT PROJECT 89 SOUTH STREET STE 700 021112670 TIDES FOUNDATIONMEDIA 51?0198509 10,000 TO SUPPORT AREA UNIT NAACP CAMPAIGN FOR FAIR PO BOX 29198 EDUCATION SAN 94109 FUNDING IN URBAN LEAGUE OF 23?1429810 10,000 TO SUPPORT PHILADELPHIA 121 SOUTH BROAD STREET FLOOR 9 19107 CAMPAIGN FOR FAIR EDUCATION FUNDING IN Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount ofcash Amount of non? Method ofvaluatlon of Purpose ofgrant organization grant cash (book, FMV,appra sa , non?cashaSSIstance ora55 stance or government aSSIstance other) VIETNAMESE AMERICAN 33-1143213 15,000 TO SUPPORT YOUNG LEADERS ASSOCIATION NEW PEOPLES AGENDA ORLEANS FOR EDUCATION 13235 CHEFMENTEUR HWY CAMPAIGN SUITE A 70129 YOUTHBUILD USA 22?3076454 25,000 TO SUPPORT THE 58 DAY STREET 02144 MASSACHUSETTS FAIR SHARE CAMPAIGN Iefile GRAPHIC print - DO NOT PROCESS IAS Filed Data - DLN: 93493128008967' Schedule Compensation Information 0MB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Pait IV, line 23. Attach to Form 990. Department of the Information about Schedule (Form 990) and its instructions is at Open to PUDIIC Treasurv Ins - ection Internal Revenue Serwce Name of the organization Employer identification number THE FDTN FOR PUBLIC EDUCATION 04-3457065 Questions Regarding Compensation Yes No 990, Part VII, Section A, line 1a Complete Part to prowde any relevant Information regarding these items 1a Check the appropiate box(es) ifthe organization prowded any of the followmg to orfor a person listed on Form First?class orchartertravel Housmg allowance or re5idence for personal use Travel for companions Payments for busmess use of personal reSIdence I Tax idemnification and gross-up payments I7 Health or club dues or initiation fees I Discretionary spending account Personal serVIces (e maid, chauffeur, chef) Ifany ofthe boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or prOVI5ion ofall ofthe expenses described above? If"No," complete Part to explain 1b Yes 2 Did the organization reqUIre substantiation prior to reimburSIng or allowmg expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? 2 Yes 3 Indicate which, if any, of the followmg the filing organization used to establish the compensation of the organization's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part I7 Compensation committee I7 Written employment contract I7 Independent compensation consultant I7 Compensation survey or study I I I Form 990 of other organizations I7 Approval by the board or compensation committee I I I 4 During the year, did any person listed on Form 990, Part VII, Section A, line la With respect to the filing organization or a related organization a Recewe a severance payment or change?of?control payment? 4a No PartICIpate in, or recewe payment from, a supplemental nonqualified retirement plan? 4b No PartICipate in, or receive payment from, an eqUity-based compensation arrangement? 4c No If"Yes" to any of lines 4a?c, list the persons and prowde 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. 5 For persons listed on Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the revenues of a The organization? 5a No Any related organization? 5b No If"Yes," on line 5a or 5b, describe in Part 6 For persons listed on Form 990, Part VII, Section A, line la, did the organization pay or accrue any compensation contingent on the net earnings of a The organization? 6a No Any related organization? 6b No If"Yes," on line 6a or 6b, describe in Part 7 For persons listed on Form 990, Part VII, Section A, line la, did the organization prowde any non-fixed payments not described in lines 5 and 6? If"Yes," describe in Part 7 Yes 8 Were any amounts reported on 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 8 No 9 If"Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. at 50 0 5 3T Schedule (Form 990) 2015 ScheduleJ(Form990)2015 Page2 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 on 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 of and/or compensation (C) Retirement and (D) Nontaxable (E) Total ofcolumns (F) Compensation in (il) (Hi) other deferred benefits column(B) reported Base Bonus incentive Other reportable compensation as deferred on prior compensation com pensation compensation Form 990 3291706 50,000 900 26,800 24,969 432,375 0 (iiCASSIE SCHWERNER 1681157 0 900 14,000 28,467 211,524 0 SENIOR VP OF PROGRAMS (iiHEIDI BROOKS 164,904 0 900 0 17,795 183,599 0 CHIEF OPERATING OFFICER (iiSchedule (Form 990) 2015 ScheduleJ(Form990)2015 Page3 Supplemental Information Prowde the Information, explanation, or descriptions reqUIred for Part 1, lines 1aand for Part II Also complete part for any additional information Explanation ALL EMPLOYEES, INCLUDING 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 Ret urn Reference PART I, LINE 1A PART I, LINE 7 Schedule (Form 990) 2015 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493128008967I SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ No 1545'0047 (Form 990 or .. 2 1 5 990_ E2) Complete to prowde Information for responses to speCIfic questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Open to P_ub ic Department ofthe Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Inspection reas IV Internal Revenue SerVIce Name of the organization Employer identification number THE FDTN FOR PUBLIC EDUCATION 04-3457065 990 Schedule 0, Supplemental Information Return Reference Explanation FORM 990, PA RT VI, SECTION GREG JOBIN-LEEDS AND MARIA ARE HUSBAND AND WIFE GREG IS THE SON A, LINE 2 OF LEEDS FORM 990, PA RT VI, SECTION THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE B, LINE 11 BOA RD VIA EMAIL PRIOR TO BEING FILED 990 Schedule 0, Supplemental Information Return Reference Explanation FORM 990, PA RT VI, SECTION B, LINE 120 ANNUA LLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUA LLY ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND TT, AND AGREE TO ABIDE BY ITS TERMS FORM 990, PA RT VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFIC ERAND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM A SET OF PARAMETERS INCLUDING SA LA RY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITM ENT FIRM THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THEAPPROPRIATE 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 ELLISEEIM SFIVEEINEIE) AEINHOLLV VIA EIHV CINV 066 EIHJ. OJ. 6L EINVIN AVIN CELLSEIEELLNI NV OJ. EFIEI NOIJDEIS Vlel CINV .LSEIEELLNI SEIMVW NOLLVZINVEJHO .Ltl Vd '066 aauaJ may u1n1aa uonewJowI eluawa ddns ?o ampauas 066 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - SCHEDULE (Form 990) Department of the Treasury AttaCh to Form 990' Internal Revenue Sen/ice Related Organizations and Unrelated Partnerships Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Information about Schedule (Form 990) and its instructions is at OMB No 1545?0047 Open to Public Ins - ection Name ofthe organization THE FDTN FOR PUBLIC EDUCATION 04-3457065 Identification of Disregarded Entities Complete if the organization answered ?Yes" on Form 990, Part IV, line 33. Employer identification number Name, address, and EIN (if applicable) of disregarded entity Primary actIVIty (C) Legal domICIle (state or foreign country) Total income End?of?year assets (E) Direct controlling entity Identification of Related Tax-Exempt Organizations Complete if the or more related tax-exempt organizations during the tax year. organization answered "Yes" on Form 990, Part IV, line 34 because it had one (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 SIGMUND FUND PRIVATE GRANTMAKING DE PF Yes 675 MASSACHUSETTS AVENUE 8TH FL FOUNDATION CAMBRIDGE, MA 02139 11-2856561 OPPORTUNITY TO LEARN ACTION FUND ADVOCACY ORGANIZATION DC Yes 675 MASSACHUSETTS AVENUE 8TH FL EDUCATIONAL CAM BRIDGE, MA 02139 27-4836929 For Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule (Form 990) 2015 Schedule (Form 990) 2015 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. Name, address, and EIN of related organization Primary actiVity (C) Legal domICIle (state or foreign country) Direct controlling entity income(related, Predominant unrelated, excluded from tax under sections 512- 514) Share of Share of Disproprtionate Code V-UBI total income end?of?year allocations? amount in box assets 20 of Schedule K-l (Form 1065) Yes No (J) (R) General or Percentage managing ownership partner? Yes No 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. Name, address, and EIN of related organization Primary actIVIty (C) Legal domICIle (state or foreign country) Direct co ntrolling entity Type of entity (C corp, corp, or trust) Share of total income (9) Share of end- of-year assets (I) Percentage Section 512 ownership controlled entity? Yes No Schedule (Form 990) 2015 ScheduleR(Form990)2015 Page3 Transactions With Related Organizations Complete If the organIzatIon answered ?Yes? on Form 990, Part IV, IIne 34, 35b, or 36. Note. Complete lIne 1Ifany entIty Is lIsted In Parts II, or IV ofthIs schedule Yes N0 1 DurIng the tax year, dId the orgranIzatIon engage In any ofthe followmg transactIons WIth one or more related organIzatIons lIsted In Parts a ReceIpt of Interest, (ii)annUItIes, or(iv)rent from a controlled entIty . . . . . . . . . . . . . . . . . . . . . 1a N0 GIft, grant, or capItal contrIbutIon to related organIzatIon(GIft, grant, or capItal contrIbutIon from related organIzatIon(Yes Loans or loan guarantees to or for related organIzatIon(Loans or loan guarantees by related organIzatIon(DIVIdends from related organIzatIon(Sale ofassets to related organIzatIon(sPurchase ofassets from related organIzatIon(Exchange ofassets WIth related organIzatIon(Lease of eqUIpment, or other assets to related organIzatIon(Lease 0f eqUIpment, or other assets from related organIzatIon(Performance ofserVIces or membershIp orfundraIsmg so ICItatIons for related organIzatIon(s) 1' Yes Performance ofserVIces or membershIp orfundraIsmg so ICItatIons by related organIzatIon(SharIng eqUIpment, Ists, or other assets WIth related organIzatIon(SharIng of paId employees WIth related organIzatIon(ReImbursement paId to related organIzatIon(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1P N0 ReImbursement paId by related organIzatIon(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1?1 Yes Other transfer ofcash or property to related organIzatIon(Other transfer ofcash or property from related organIzatIon(Ifthe answer to any ofthe above Is "Yes," see the InstructIons for Informatlon on who must complete thIs lIne, IncludIng covered relatIonshIps and transactlon thresholds (C) (ID Name of related organIzatIon TransactIon Amount Involved Method of determInIng amount Involved type BI SIGMUND FUND 1,061,000 CASH BI SIGMUND FUND 10,000 CASH TO LEARN ACTION FUND 4,409 CASH TO LEARN ACTION FUND 23,804 CASH Schedule (Form 990) 2015 ScheduleR(Form990)2015 Page4 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 ofits actiVities (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclu5ion for certain investment partnerships a (C) (9) (I) (J) ?0 Name, address, and EIN of entity Primary actiwty Legal Predominant Are all partners Share of Share of Disproprtionate Code General or Percentage domICIle income section total end-of-year allocations? amount in managing ownership (state or (related, 501(c)(3) income assets box 20 partner? foreign unrelated, organizations? of Schedule country) excluded from K-1 tax under (Form 1065) sections 512- 514Schedule (Form 990) 2015 ScheduleR(Form990)2015 Page5 Supplemental Information Prowde additional Information for responses to questions on Schedule (see instructions) Return Reference Explanation Schedule (Form 990) 2015