Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - Form990 ?El Department of the Treasun Internal Rex enue Sen Ice Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter SOClal security numbers on this form as it may be made public Information about Form 990 and Its Instructions is at IRS govgform990 OMB No 1545-0047 2016 Open to Public Inspection A For the 2016 calendar year, or tax year beginning 07-01-2016 and ending 06-30-2017 Check if applicable El Address change Name change Name of organization THE FDTN FOR PUBLIC EDUCATION Employer identification number 04-3457065 El Initial return Final D0ing busmess as Beturn/terminated El Amended return El Application pending Number and street (or 0 box if mail is not delivered to street address) 675 MASSACHUSETTS AVENUE 8th floor Room/swte Telephone number (617) 876-7700 City or town, state or provmce, country, and ZIP or foreign postal code CAMBRIDGE, MA 02139 Gross receipts 4,853,789 Name and address of prinCIpal officer JOHN JACKSON 675 MASSACHUSETTS AVENUE 8th floor CAMBRIDGE, MA 02139 H(a) Is this a group return for subordinates? l:lYeS .No H(b) Are all subordinates I Tax-exempt status 501(c)(3) 501(c)( )4(insert no) l:l 4947(a)(1)or l:l 527 included? Yes l:lNo If attach a list (see instructions) Website:> ORG Group exemption number Form of organization Corporation l:l Trust l:l ASSOCiation l:l Other? Year of formation 1999 State of legal domICIle MA IEEI Summary 1 Briefly describe the organization?s mISSion or most Significant actIVItieS please see schedule PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION 5. GOVGIHAHCG Check this box l:l if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) 3 10 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 10 5 Total number of indiViduals employed in calendar year 2016 (Part V, line 2a) 5 20 6 Total number of volunteers (estimate if necessary) 6 10 7a Total unrelated busmess revenue from Part column (C), line 12 7a 10,000 Net unrelated bUSineSS taxable income from Form 990-T, line 34 7b 0 Prior Year Current Year 8 Contributions and grants (Part line 1h) 5,253,010 4,528,600 9 Program serVIce revenue (Part line 29) 0 0 10 Investment income (Part column (A), lines 3, 4, and 7d 261,735 293,589 11 Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 10,000 -141,089 12 Total revenue?add lines 8 through 11 (must equal Part column (A), line 12) 5,524,745 4,681,100 13 Grants and Similar amounts paid (Part IX, column (A), lines 1?3 2,838,800 2,140,920 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5?10) 1,675,477 1,938,982 3?3 16a Profe55ional fundraiSing fees (Part IX, column (A), line lie) 0 0 g. Total fundraismg expenses (Part IX, column (D), line 25) '1 17 Other expenses (Part IX, column (A), lines 11a?11d, 11f?24e) 842,326 1,011,097 18 Total expenses Add lines 13?17 (must equal Part IX, column (A), line 25) 5,356,603 5,090,999 19 Revenue less expenses Subtract line 18 from line 12 168,142 -409,899 25 3 Beginning of Current Year End of Year 13% 20 Total assets (Part X, line 16) . 10,448,492 9,960,532 :2 21 Total liabilities (Part X, line 26) . 2,199,346 1,635,090 2:3 22 Net assets or fund balances Subtract line 21 from line 20 . 8,249,146 8,325,442 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge 2018-05-01 Signature of officer Date Sign Here JOHN JACKSON preSident and ceo Type or print name and title Print/Type preparer's name Preparer's Signature Date l:l PTIN BRENDA BOOTH BRENDA BOOTH 2018-05-01 Check ?c P01342395 Pald self?employed Preparer Firm's n:;ne Ml-llM LLC Firm's EIN 26-3753134 Firm's a ress 500 Boy ston Street Phone no 617 761-0600 Use Only Boston, MA 02116 May the IRS discuss this return With the preparer Shown above? (see instructions) .Yes l:l No For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y Form 990 (2016) Form 990 (2016) Page 2 Statement of Program Service Accomplishments Check If Schedule 0 contains a response or note to any lIne In this Part . . . . . . . . . . . . . . 1 Briefly descrIbe the organIzatIon's please see schedule oThe purpose of the corporation IS to engage In the followmg actIVItIes (1) To operate excluswely for charitable and educational purposes under Code Section 501(c)(3), (2) To develop and strengthen a broad-based and representatlve movement to achieve fully resourced, qualIty pre K-12 publIc education, and (3) To engage In any and all other lawful actIVItIes InCIdental to and In purSUIt of the Foregomg purposes, except as speCIfIcally restricted by the ArtIcles of OrganIzatIon 2 Did the organIzatIon undertake any SIgnIFIcant program serVIces durIng the year which were not Isted on theprIorForm9900r990-EZ7 . . . . . . . . . . . . . . . . . . . . . DYes .No 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 DYes-No If "Yes," descrIbe these changes on Schedule 4 Describe the organIzatIon's program serVIce accomplIshments for each of Its three largest program serVIces, as measured by expenses SectIon 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount of grants and allocations to others, the total expenses, and revenue, If any, for each program serVIce reported 4a (Code (Expenses 3,681,666 IncludIng grants of 2,140,920 (Revenue See AddItIonal Data 4b (Code (Expenses 69,069 IncludIng grants of (Revenue See AddItIonal Data 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? 3,750,735 Form 990 (2016) Form 990 (2016Page 3 Checklist of Required Schedules Yes No Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private Foundation)? If "Yes,? complete Yes Schedule A 1 Is the organization reqUIred to complete Schedule 5, Schedule of Contributors (see instructions)? '25] . 2 YES Did the organization engage in direct or indirect political campaign actIVItieS on behalf of or in oppOSition to candidates No for public office? If ?Yes," complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actiwties, or have a section 501(h) election in effect during the tax year? If "Yes, complete Schedule C, Part II . 4 Yes Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-197 If ?Yes, complete Schedule C, Part '25] . 5 N0 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 of amounts in such funds or accounts? If ?Yes, complete Schedule D, Part I 39' 6 N0 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enVIronment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . 7 No Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If ?Yes, complete Schedule D, Part 3 N0 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 serVIces7If "Yes, complete Schedule D, Part IV 94 9 No Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 Yes permanent endowments, or quaSI-endowments7 If ?Yes," complete Schedule D, Part If the organization's answer to any of the followmg questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable Did the organization report an amount for land, bUIldings, and eqUIpment in Part X, line 107 If "Yes, complete Schedule D, Part VI W- 118 Yes 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 167 If "Yes, complete Schedule D, Part VII 11b N0 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 167 If ?Yes," complete Schedule D, Part 9.4 11-C No Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 167? If "Yes complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 257 If "Yes,' complete Schedule D, PartX 11e No 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 pOSItions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part 39' 1? Yes Did the organization obtain separate, independent audited finanCIal statements for the tax year? If ?Yes, complete Schedule D, Parts 12a Yes 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 12b No Is the organization a school described in section If ?Yes," complete Schedule 13 No Did the organization maintain an office, employees, or agents outSide of the United States? 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraiSing, busmess, investment, and program serVIce actIVIties outSide the United States, or aggregate foreign investments valued at $100,000 or more? If ?Yes," complete Schedule F, Parts I and IV . 14b N0 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other aSSistance to or for any foreign organization? If "Yes, complete Schedule F, Parts II and IV . 15 N0 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other aSSistance to or for foreign indiViduals? If "Yes, complete Schedule F, Parts and IV . 16 N0 Did the organization report a total of more than $15,000 of expenses for profeSSIonal fundraiSing serVIceS on Part IX, 17 No column (A), lines 6 and 11e7 If ?Yes," complete Schedule G, PartI (see instructions) Did the organization report more than $15,000 total of fundraiSing event gross income and contributions on Part lines 1c and 8a? If "Yes," complete Schedule G, Part II . 13 YES Did the organization report more than $15,000 of gross income from gaming actIVItieS on Part line 9a? If "Yes," complete Schedule G, Part . 19 No Form 990 (2016) Form 990 (2016) Page 4 Checklist of Required Schedules (continued) Yes No 203 Did the organization operate one or more hospital faCIlities? If ?Yes," complete Schedule . 20a No If "Yes" to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic 21 Yes government on Part IX, column (A), line 1? If "Yes,? complete Schedule I, Parts I and II . 22 Did the organization report more than $5,000 of grants or other a55istance to or for domestic indiViduals on Part IX, 22 column (A), line 2? If "Yes, complete Schedule I, Parts I and . W- No 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If ?Yes," 23 Yes completeScheduleJ24a Did the organization have a tax- -exempt bond issue With an outstanding prinCIpal amount of more than $100, 000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, answer lines 24b through 240' and complete Schedule If go to line 25a . 24a No Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes," complete Schedule L, Part I . 25a No Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and that the transaction has not been reported on any of the organization?s prior Forms 990 or 25b No If "Yes, complete Schedule L, Part Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 26 No If ?Yes, complete Schedule L, Part II 27 Did the organization prowde a grant or other a55istance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member 27 No of any of these persons? If "Yes, complete Schedule L, Part . 28 Was the organization a party to a business transaction With one of the fo 0Wing parties (see Schedule L, Part IV instructions for applicable filing 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 of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes, complete Schedule L, Part IV . 28: N0 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes,? complete Schedule . 29 No 30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If ?Yes, complete Schedule 30 N0 31 Did the organization liqUIdate, terminate, or dissolve and cease operations? If ?Yes," complete Schedule N, PartI . No 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If ?Yes, complete Schedule N, Part II 32 N0 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701- 2 and 301 7701- 3? If "Yes," complete Schedule R, PartI 33 34 Was the organization related to any tax- -exempt or taxable entity? If "Yes,? complete Schedule R, Part II, or IV, and 34 Part V, line 1 es 353 Did the organization have a controlled entity Within the meaning of section 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 entity Within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35 Yes 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes, complete Schedule R, Part V, line 2 0 35 37 Did the organization conduct more than 5% of its actIVIties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes, complete Schedule R, Part VI 93' 37 38 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are reqUIred to complete Schedule 0 38 Yes Form 990 (2016) Form 990 (2016) Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check If Schedule 0 contains a response or note to any line In this Part . Enter the number reported In Box 3 of Form 1096 Enter -0- If not applicable . . 1a 16 Enter the number of Forms W-ZG Included In line 1a Enter -0- If not applicable 1b 0 Did the organizatIon comply With backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) WinnIngs to prIze Winners? 1c Yes Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, ?led for the calendar year ending WIth or WIthIn the year covered by 2a 20 If at least one IS reported on line 2a, dId the organization We all reqUIred federal employment tax returns? 2b Yes Note.If the sum of lines 1a and 2a Is greater than 250, you may be reqUIred to e-fIle (see instructions) Did the organization have unrelated busmess gross income of $1,000 or more during the year? 3a Yes If ?Yes," has It ?led a Form 990-T for thIs year7If "No? to line 3b, prowcle an explanation In Schedule 0 3b Yes At 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 ?nancial account)? 4a No If "Yes," enter the name of the foreign country See Instructions for ?ling reqUIrements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR) Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a No Did 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 8886-T7 5c Does the organizatIon have annual gross reCEIpts that are normally greater than $100,000, and did the organization 6a No what any contributions that were not tax deducthle as charItable contributions? If "Yes," dId the organIzatIon Include WIth every so ICItatIon an express statement that such contrIbutIons or were not tax deducthle7 . . . . . . . . . . . . . 6b Organizations that may receive deductible contributions under section 170(c). Did the organizatIon receive a payment In excess of $75 made partly as a contribution and partly for goods and serVIces 7a No prowded to the payor? If "Yes," dId the organIzatIon notIfy the donor of the value of the goods or serVIces prowded" 7b Did the organizatlon sell, exchange, or otherWIse dIspose of tangible personal property for which It was reqUIred to ?le Form82827 7c No If "Yes," Indicate the number of Forms 8282 ?led during the year . . . . I 7d I Did the organizatlon receive any funds, directly or Indirectly, to pay premiums on a personal bene?t contract? 7e No Did the organizatIon, during the year, pay premiums, dIrectly or IndIrectly, on a personal benefit contract? 7f No If the organization received a contrIbutIon of qualified Intellectual property, did the organization ?le Form 8899 as reqUIredthe organization received a contrIbutIon of cars, boats, airplanes, or other vehIcles, dId the organizatIon file a Form 1098-C7 7h Sponsoring organizations maintaining donor advised funds. Did a donor adVIsed fund maIntained by the sponsorIng organIzatIon have excess busmess holdIngs at any tIme durIng the year? 8 Did the sponsorIng organIzatIon make any taxable dIstrIbutIons under section 49667 9a Did the sponsorIng organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? 9b Section 501(c)(7) organizations. Enter InItiatIon fees and capItal contrIbutIons Included on Part line 12 . . . 10a Gross receipts, Included on Form 990, Part line 12, for public use of club 10b 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 received from them . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organizatIon filing Form 990 In lIeu of Form 10417 12a If "Yes," enter the amount of tax-exempt Interest received or accrued durIng the year 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization lIcensed to Issue qualified 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 which the organIzatIon Is licensed to Issue quaIIfied health plans . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . 13c Did the organizatIon receive any payments for Indoor tannIng serVIces durIng the tax year? 14a No If "Yes," has It ?led a Form 720 to report these payments7If ?No,"prov1cle an explanation In Schedule 0 . 14b Form 990 (2016) Form 990 (2016) Governance, Management, and DisclosureFor each "Yes" response to ?nes 2 through 7b below, and for a "No? response to lines Page 6 8a, 8b, or 10b below, descrIbe the Circumstances, processes, or changes In Schedule 0 See Instructions Check If Schedule 0 contaIns a response or note to any Ine In thIs Part VI Section A. Governing Body and Management Yes No 1a Enter the number of votIng members of the governIng body at the end of the tax year 1a 10 If there are materIal differences In votIng rIghts among members of the body, or If the governIng body delegated broad authority to an executIve commIttee or 5ImIIar commIttee, explaIn In Schedule 0 Enter the number of votIng members Included In 1a, above, who are Independent 1b 10 2 any of?cer, dIrector, trustee, or key employee have a famIIy relatIonshIp or a busmess relatIonshIp WIth any other of?cer, dIrector, trustee, or key employee? 2 Yes 3 the organIzatIon delegate control over management dutIes customarlly performed by or under the dIrect superVIsIon 3 No of of?cers, dIrectors or trustees, or key employees to a management company or other person? 4 the organIzatIon make any 5IgnIfIcant changes to Its governIng documents smce the prIor Form 990 was ?led? 4 No 5 the organIzatIon become aware durIng the year of a 5IgnIfIcant dIverSIon of the organIzatIon's assets? No the organIzatIon have members or stockholders? No 7a the organIzatIon have members, stockholders, or other persons who had the power to elect or appOInt one or more members of the bodyAre any governance deCISIons of the organIzatIon reserved to (or subject to approval by) members, stockholders, or 7b No persons other than the body? 8 the organIzatIon contemporaneously document the meetIngs held or ertten actIons undertaken durIng the year by the followmg a The governIng body? 8a Yes Each commIttee WIth authorIty to act on behalf of the governIng body? 8b Yes 9 Is there any of?cer, dIrector, trustee, or key employee Isted In Part VII, SectIon A, who cannot be reached at the organIzatIon?s address? If ?Yes, provrde the names and addresses In Schedule 0 . 9 No Section B. Policies (Thrs Sectron 3 requests mformatron about polrcres not requIred by the Internal Revenue Code.) Yes No 103 the organIzatIon have local chapters, branches, or 10a No If "Yes," dId the organIzatIon have ertten po ICIes and procedures the actIVItIes of such chapters, and branches to ensure thalr operatIons are conSIstent WIth the organIzatIon's exempt purposes? 10b 11a Has the organIzatIon prOVIded a complete copy of thIs Form 990 to all members of Its body before fIlIng the form? 11a Yes DescrIbe In Schedule 0 the process, If any, used by the organIzatIon to reVIew thIs Form 990 12a the organIzatIon have a ertten coanIct of Interest pollcy? If go to ?ne 13 12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve rIse to coanIcts? 12b Yes the organIzatIon regularly and conSIstently monItor and enforce compllance WIth the pollcy? If ?Yes," descrIbe In Schedule 0 how was done . . . . . . . . . . . . . 12c Yes 13 the organIzatIon have a ertten pollcy" 13 Yes 14 the organIzatIon have a ertten document retentIon and destructIon pollcy" 14 Yes 15 the process for determInIng compensatlon of the followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon of the deIIberatIon and deCISIon7 a The organIzatIon's CEO, ExecutIve DIrector, or top management offICIal 15a Yes Other of?cers or key employees of the organIzatIon 15b Yes If "Yes" to Me 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) 163 the organIzatIon Invest In, contrIbute assets to, or partICIpate In a Jomt venture or 5ImI ar arrangement WIth a taxable entIty durIng the year? 16a No If "Yes," dId the organlzatlon follow a ertten pollcy or procedure reqUIrIng the organlzatlon to evaluate Its partICIpatIon In Jomt venture arrangements under appIIcable federal tax law, and take steps to safeguard the organlzatlon?s exempt status WIth respect to such arrangements? . 16b Section C. Disclosure 17 18 19 20 LIst the States WIth a copy of thIs Form 990 Is reqUIred to be ?led? MA NY SectIon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 If appIIcable), 990, and 990-T (501(c)(3)s only) avaIIable for publIc InspectIon IndIcate how you made these avaIIable Check all that apply l:l Own webSIte Another's websIte Upon request l:l Other (explaIn In Schedule 0) DescrIbe In Schedule 0 whether (and If so, how) the organIzatIon made Its governIng documents, of Interest pollcy, and fInanCIal statements avallable to the publIc durIng the tax year State the name, address, and telephone number of the person who possesses the organIzatIon's books and records PheIdI brooks 675 AVENUE 8th floor CAMBRIDGE, MA 02139 (617) 876-7700 Form 990 (2016) Form 990 (2016) Page 7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check If Schedule 0 contains a response or note to any line In this Part VII El Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons reqUIred to be listed Report compensation for the calendar year ending or WIthIn the organization?s tax year 0 LIst all of the organization's current officers, directors, trustees (whether indIViduaIS or organizations), regardless of amount of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid 0 List all of the organization?s current key employees, If any See instructions for definition of "key employee 0 List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations 0 List all of the 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 of the organization's former directors or trustees that received, In the capaCIty as a former director or trustee of the 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, institutional trustees, officers, key employees, highest compensated employees, and former such persons l:l Check this box if neither the organization nor any related organization compensated any current of?cer, director, or trustee (A) (B) (C) (D) (E) (F) Name and Title Average POSItion (do not check more Reportable Reportable Estimated hours per than one box, unless person compensation compensation amount of other week (list is both an of?cer and a from the from related compensation any hours director/trustee) organization organizations from the for related - (W- 2/1099- (W- 2/1099- organization and I at :1 organizations ,1 3 MISC) MISC) related below dotted 1?5 f? E7 3 organizations IIne) LEE 5 ?3?.1. (1) GREG 1 00 0 0 0 co-chalr 0 00 (2) balshali RINKU SEN 100 0 0 0 co-chalr 0 00 (3) MIREN URIARTE 1 00 0 0 0 Clerk 0 00 (4) MARIA JOBIN LEEDS 1 00 0 0 0 treasurer 1 00 (5) maISie chin 100 0 0 0 board director 0 00 (6) andrew gillum 100 0 0 0 board director 1 00 (7) Jackie Jenkins-scott 1 00 0 0 0 board director 0 00 (8) SHARON LETIMAN-HICKS 1 00 0 0 0 board director 0 00 (9) Antonia Darder 1 00 0 0 0 board director 0 00 (10) CARLOS SAAVEDRA 1 00 0 0 0 board director 0 00 (11) JOHN JACKSON 40 00 335,900 0 42,279 PRESIDENT CEO 1 00 (12) caSSie schwerner 40 00 186,502 0 35,117 senior vp of programs 0 00 (13) HEIDI BROOKS 40 00 175,075 0 24,075 CHIEF OPERATING OFFICER 0 00 (14) EDGAR VILLANUEVA 40 00 129,650 0 7,533 VP OF PROGRAMS ADVOCACY 0 00 Form 990 (2016) Form 990 (2016) Page 8 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 more Reportable Reportable Estimated hours per than one box, unless person compensation compensation amount of other week (list is both an officer and a from the from related compensation any hours director/trustee) organization (W- organizations (W- from the for related - A pt. ,0 I organization and i_J 3 I :11 organizations it: 3 3 ,0 related below dotted 23 rt 1; 3 organizations lineTotal from continuation sheets to Part VII, Section A . . . . dTotal (add lines 827,127 0 109.004 2 Total number of indiViduals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 4 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If ?Yes," complete Schedule .7 for such indiwduaiFor 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 Schedule for such 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indiVidual for serVIces rendered to the organization'PIir ?Yes," complete Schedule for such person . . . . . . . . 5 No Section B. Independent Contractors 1 Complete this table for your five 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) Name and business address Description of serVIces (C) Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0 Form 990 (2016) Form 990 (2016) Statement of Revenue Check if Schedule 0 contains a response or note to any line In this Part Page 9 El (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt bu5iness excluded from Function revenue tax under sections revenue 512-514 la Federated campaigns I la I g; Membership dues I 1b I Fundraismg events . . 1c 346,018 Related organizations 1d 1,000,000 - (D Government grants (contributions) I la I m? 2 All other contributions, gifts, grants, 2 and Similar amounts not included 1f 3,182,582 v: above '2 Noncash contributions included in lines 1a-1f 2 3 (U Total.Add lines 1a-4,528,600 Busmess Code All other program serVIce revenue 0 ?5 9T0tal.Add lines 2a?2f . . . . 3 Investment income (including diVidends, interest, and other Similar amounts190*686 190'686 4 Income from investment of tax-exempt bond proceeds Real (ii) Personal 6a Gross rents Less rental expenses Rental income or (loss) Net rental income or (lossSecurities (ii) Other Gross amount from sales of 102,903 assets other than inventory Less cost or other ba5is and 0 sales expenses Gain or (loss) 1021903 Net gain or (loss) . . . . . 102,903 102,903 8a Gross income from fundraismg events a) (not including 346,018 of 3 contributions reported on line 1c) See Part IV, line 18 . . . . a 21,600 Less direct expenses 172.689 3 Net income or (loss) from fundraismg events . . -151,089 -151,089 5 9a Gross income from gaming actIVIties 0 See Part IV, line 19 a Less direct expenses . . . Net income or (loss) from gaming actIVIties . . 10aGross sales of inventory, less returns and allowances a Less cost of goods sold . . Net income or (loss) from sales of inventory . . Miscellaneous Revenue Busmess Code FEE-related 561000 10000 10.000 All other revenue eTotal. Add lines 11a?11d . . . . . . 10,000 12 Total revenue. See Instructions . . . . . 4,681,100 10,000 142,500 Form 990 (2016) Form 990 (2016) 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 an line in this Part IX El Do not include amounts reported on lines 6b, (A) Pro raglemce Mana grainPart Total expenses gexpenses general expenses Fundraismgexpenses 1 Grants and other a55istance to domestic organizations and 2,140,920 2,140,920 domestic governments See Part IV, line 21 2 Grants and other a55istance to domestic indiViduals See Part IV, line 22 3 Grants and other a55istance to foreign organizations, foreign governments, and foreign indIVIduals See Part IV, line 15 and 16 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and 829,282 297,811 531,471 key employees 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . 7 Other salaries and wages 900,423 465,011 303,379 132,033 8 Pen5ion plan accruals and contributions (include section 401 35,782 14,097 21.585 and 403(b) employer contributions) 9 Other employee benefits 100,464 70,603 25,188 4,673 10 Payroll taxes 73,031 38,609 25,430 8,992 11 Fees for serVIces (non-employees) a Management 4282 1,032 3.250 Legal 4,353 1,904 2,449 Accounting 29,353 29,353 10,000 10,000 Professwnal fundraismg serVIces See Part IV, line 17 Investment management fees 30,652 30,652 9 Other (If line amount exceeds 10% of line 25, column 399,360 396,740 2.499 121 (A) amount, list line 11g expenses on Schedule O) 12 Advertismg and promotion 2,911 2,547 364 13 Of?ce expenses 44,040 23,868 17,860 2,312 14 Information technology 39,694 29,196 9.515 933 15 Royalties 16 Occupancy 130,017 77,965 34,475 17,576 17 Travel 173,516 114,226 51,464 7,826 18 Payments of travel or entertainment expenses for any federal, state, or local public offICIals 19 Conferences, conventions, and meetings 49,651 31,087 17.105 1.459 20 Interest 21 Payments to affiliates 22 DepreCIation, depletion, and amortization 22,406 6,615 11.516 4.275 23 Insurance 11,456 1,749 9.707 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24a If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0 a TELEPHONE 27,246 17,956 7,893 1,397 printing PUBLICATIONS 14,547 13,192 560 795 professwnal developmen 14,013 3,910 8,837 1,266 (I honorariums 3,600 3,500 All other expenses 25 Total functional expenses. Add lines 1 through 24e 5,090,999 3,750,735 1.154.107 186.157 26 Joint costs. Complete this line only if the organization reported in column (B) costs from a combined educational campaign and fundraising SOIICItation Check here l:l if followmg SOP 98-2 (ASC 958-720) Form 990 (2016) Form 990 (2016) Balance Sheet Page 11 Check If Schedule 0 contaIns a response or note to any lIne In thIs Part IX El (A) (B) BegInnIng of year End of year 1 Cash?non-Interest-bearlng 191:430 1 5491715 2 Savmgs and temporary cash Investments 3.071481 2 2.320.244 3 Pledges and grants recerable, net 880,000 3 85,000 4 Accounts recerable, net 25,744 4 70,660 5 Loans and other recerables from current and former of?cers, directors, trustees, key employees, and hIghest compensated employees Complete Part 5 II of Schedule 6 Loans and other recerables from other persons (as de?ned under sectIon 4958(f)(1)), persons descrIbed In sectIon 4958(c)(3)(B), and contrIbutIng employers and sponsorIng organIzatIons of sectIon 501(c)(9) 6 voluntary employees' benefICIary organIzatIons (see InstructIons) Complete an Part II of Schedule 7 Notes and loans recerable, net 7 a InventorIes for sale or use PrepaId expenses and deferred charges 18,662 9 151,719 10a Land, bUIldIngs, and eqUIpment cost or other has Complete Part VI of Schedule 103 175-195 Less accumulated depreCIatIon 10b 121.514 58,180 10c 54.681 11 traded securItIes 5,165,965 11 6.595.847 12 Investments?other securItIes See Part IV, lIne 11 12 13 Investments?program-related See Part IV, lIne 11 13 14 IntangIble assets 14 15 Other assets See Part IV, lIne 11 34,030 15 32,665 16 Total assets.Add lInes 1 through 15 (must equal lIne 34) 10.443.492 16 9.960.532 17 Accounts payable and accrued expenses 239.345 17 374.390 18 Grants payable 1,960,000 18 1,260,700 19 Deferred revenue 19 20 Tax-exempt bond IabI ItIes 20 v. 21 Escrow or custodIal account IabI Ity Complete Part IV of Schedule 21 '9 22 Loans and other payables to current and former offIcers, dIrectors, trustees, key employees, hIghest compensated employees, and 1" cc persons Complete Part II of Schedule 22 ?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 IabI ItIes (IncludIng federal Income tax, payables to related thIrd partIes, 25 and other IabI ItIes not Included on lInes 17-24) Complete Part of Schedule 26 Total Iiabilities.Add lInes 17 through 25 2,199,346 26 1,635,090 3 Organizations that follow SFAS 117 (ASC 958), check here and 2 complete lines 27 through 29, and lines 33 and 34. 27 UnrestrIcted net assets 1,565,221 27 1,285,412 8 28 Temporarlly net assets 6,683,925 28 7,040,030 29 Permanently net assets 29 ,2 Organizations that do not follow SFAS 117 (ASC 958), 5 check here l:l and complete lines 30 through 34. 30 CapItal stock or trust prInCIpal, or current funds . 30 a; 31 PaId-In or capItal surplus, or land, or eqUIpment fund 31 32 RetaIned earnIngs, endowment, accumulated Income, or other funds 32 33 Total net assets or fund balances 8,249,146 33 8,325,442 2 34 Total IabI ItIes and net assets/fund balances 10,448,492 34 9,960,532 Form 990 (2016) Form 990 (2016) Reconcilliation of Net Assets Page 12 Check If Schedule 0 contaIns a response or note to any lIne In thIs Part XI El omummthI-n 10 Total revenue (must equal Part column (A), lIne 12) 1 4,681,100 Total expenses (must equal Part IX, column (A), lIne 25) 2 5,090,999 Revenue less expenses Subtract Me 2 from lIne 1 3 -409,899 Net assets or fund balances at begInnIng of year (must equal Part X, lIne 33, column 4 8,249,146 Net unrealized gaIns (losses) on Investments 5 486,195 Donated serVIces and use of faCIlItIes 6 Investment expenses 7 PrIor perIod adjustments 8 Other changes In net assets or fund balances (explaIn In Schedule 0) 9 0 Net assets or fund balances at end of year CombIne lInes 3 through 9 (must equal Part X, lIne 33, column 10 8,325,442 Financial Statements and Reporting Check If Schedule 0 contaIns a response or note to any lIne In thIs Part XII 2a 3a AccountIng method used to prepare the Form 990 l:l Cash Accrual l:l Other If the organIzatIon changed Its method of accountmg from a prIor year or checked "Other," explaIn In Schedule 0 Were the organIzatIon?s fInanCIal statements comleed or reVIewed by an Independent accountant? If ?Yes,? check a box below to IndIcate whether the fInanCIal statements for the year were complied or reVIewed on a separate ba5Is, consolIdated ba5Is, or both l:l Separate ba5Is l:l ConsolIdated ba5Is l:l Both consolldated and separate ba5Is Were the organIzatIon?s fInanCIal statements audIted by an Independent accountant? If ?Yes,? check a box below to IndIcate whether the fInanCIal statements for the year were audIted on a separate ba5Is, consolldated ba5Is, or both Separate ba5Is l:l ConsolIdated ba5Is l:l Both consolldated and separate ba5Is If "Yes," to lIne 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght of the audIt, reVIew, or compIIatIon of Its fInanCIal statements and selectIon of an Independent accountant? If the organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In Schedule 0 As a result of a federal award, was the organIzatIon reqUIred to undergo an audIt or audIts as set forth In the SIngle AudIt Act and OMB CIrcular If "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? If the organIzatIon dId not undergo the reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts Yes Form 990 (2016) Additional Data Software ID: Software Version: EIN: 04-3457065 Name: THE FDTN FOR PUBLIC EDUCATION Form 990 (2016) Form 990, Part Line 4a: Opportunlty to Learn The Opportunlty To Learn philanthroplc strategy Is an effort to Increase resource and ensure that race Is no longer a SIgnIfIcant predictor of educatIonal resource access or outcomes The Schott Foundation use Its advocacy management fIrm phllanthroplc model to manage a grant makIng strategy to bU ld the public to Increase the number of states that adopt an "Opportunlty To Learn" reform framework and create a federal rIght to an Opportunity to learn Form 990, Part Line 4b: education voters of other funding to advocate for equitable resources for pre k?12 schools to prowde excellent education for all children With an emphaSIs on poor children and children of color, Via improved public policy, leadership and increased public Will Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493131020738 OMB No 1545-0047 SCHEDULE A Public Charity Status and Public Support (Form 990 01' Complete if the organization is a section 501(c)(3) organization or a section 2 0 1 6 990EZ) 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. ot?tlie Tremun Information about Schedule A (Form 990 or 990-EZ) and its instructions is at Open to Pp\ inn":- Kpr? In?: InSPECtlon Name of the organization THE FDTN FOR PUBLIC EDUCATION Employer identification number 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 12, check only one box 1 A church, convention of churches, or assooation of churches described in section A school described in section (Attach Schedule (Form 990 or 2 3 A hospital or a cooperative hospital serVIce organization described in section 4 A medical research organization operated in conjunction With a hospital described in section Enter the hospital's name, City, and state An organization operated for the benefit of a college or univerSIty owned or operated by a governmental unit described in section 170 (Complete Part II) A federal, state, or local government or governmental unit described in section An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section (Complete Part II A community trust described in section 170(b)(1)(A)(vi) (Complete Part II An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction With a land-grant college or univerSIty or a non-land grant college of agriculture See instructions Enter the name, City, and state of the college or univerSIty 10 An organization that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from actIVIties related to its exempt functions?subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated busmess taxable income (less section 511 tax) from busmesses achIred by the organization after June 30, 1975 See section 509(a)(2). (Complete Part 11 An organization organized and operated excluswely to test for public safety See section 509(a)(4). 12 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 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 129 Type I. A supporting organization operated, superVIsed, or controlled by its supported organization(s), typically by giVing the supported organization(s) the power to regularly appomt or elect a majority of the directors or trustees of the 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 of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. Type functionally integrated. A supporting organization operated in connection With, and functionally integrated With, its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E. Type non-functionally integrated. A supporting organization operated in connection With its supported organization(s) that is not functionally integrated The organization generally must satisfy a distribution reqUIrement and an attentiveness reqUIrement (see instructions) You must complete Part IV, Sections A and D, and Part V. Check this box if the 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 Enter the number of supported organizations 9 Prowde the followmg information about the supported organization(s) (i)Name of supported organization Type of (iv) (vi) organization Is the organization listed in Amount of Amount of other (described on lines your governing document? monetary support support (see 1- 10 above (see (see instructions) instructions) instructions)) Yes No Total For Paperwork Reduction Act Notice, see the Instructions for Cat No 11285F Schedule A (Form 990 or 990-EZ) 2016 Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2016 .5111. 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, 8, or 9 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 Page 2 Section A. Public Support Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and membership fees received (Do not include any "unusual grant Tax revenues IeVIed for the organization's benefit and Either paid to or expended on its behalf The value of serVIces or 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% of the amount shown on line 11, column Public support. Subtract line 5 from line 4 (a)2012 (b)2013 (c)2014 (d)2015 (e)2016 (f)Tota 1,909,990 3,275,477 4,707,372 5,253,010 4,528,600 19,674,449 1,909,990 3,275,477 4,707,372 5,253,010 4,528,600 19,674,449 7,601,135 12,073,314 Section B. Total Support 7 8 Calendar year (or fiscal year beginning in) 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 Gross receipts from related actIVIties, etc (see instructions) (a)2012 (b)2013 (c)2014 (d)2015 (e)2016 (f)Tota 1,909,990 3,275,477 4,707,372 5,253,010 4,528,600 19,674,449 155,535 142,766 182,311 301,307 190,686 972,605 20,000 20,000 20,000 10,000 10,000 80,000 21,600 21,600 20,748,654 12 First five years. If the 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 . va] Section C. Computation of Public Support Percentage 14 Public support percentage for 2016 (line 6, column diVided by line 11, column 15 Public support percentage for 2015 Schedule A, Part II, line 14 153 33 1/30/0 support test?2016. If the organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 33 1/30/0 support test?2015. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 17;, 10?lo-facts-and-circumstances test?2016. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the 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 14 58 190 15 44 850 0/o 10%-facts-and-circumstances test?2015. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the 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 13 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions I'll PEI Schedule A (Form 990 or 990-EZ) 2016 Schedule A (Form 990 or 990-EZ) 2016 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If Page 3 the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support 7a 8 Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and membership fees received (Do not Include any "unusual grants Gross receipts from admi55ioris, merchandise sold or serVIces performed, or faCIlities furnished in any actIVIty that is related to the organization's tax-exempt purpose Gross receipts from actIVIties that are not an unrelated trade or busmess under section 513 Tax revenues lewed for the organization's benefit and Either paid to or expended on Its behalf The value of serVIces or faCIlities furnished by a governmental unit to the organization Without charge Total. Add lines 1 through 5 Amounts included on lines 1, 2, and 3 received from disqualified persons Amounts included on lines 2 and 3 recewed from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year Add lines 7a and 7b Public support. (Subtract line 7c from line 6 (a)2012 (b)2013 (c)2014 (d)2015 (e)2016 (f)Tota Section B. Total Support 9 10a 12 13 14 Calendar year (or fiscal year beginning in) Amounts from line 6 Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources Unrelated busmess taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 Add lines 10a and 10b Net income from unrelated busmess actIVIties not included in line 10b, whether or not the business is regularly carried on Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI Total support. (Add lines 9, 10c, 11, and 12 (a)2012 (b)2013 (c)2014 (d)2015 (e)2016 (f)Tota First five years. If the Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here Section C. Computation of Public Support Percentage 15 Public support percentage for 2016 (line 8, column diVided by line 13, column 15 15 Public support percentage from 2015 Schedule A, Part line 15 15 Section D. Computation of Investment Income Percentage 17 Investment income percentage for 2016 (line 10c, column lelded by line 13, column 17 13 Investment income percentage from 2015 Schedule A, Part line 17 13 19a 331/3?/o support tests?2016. If the organization did not check the box on line 14, and line 15 IS more than 33 and line 17 IS not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization r-E] 33 1/3% support tests?2015. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is 20 not more than 33 check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions Schedule A (Form 990 or 990-EZ) 2016 Schedule A (Form 990 or 990-EZ) 2016 Supporting Organizations (Complete only if you checked a box on line 12 of Part I If you checked 12a of Part I, complete Sections A and If you checked 12b of Part I, complete Sections A and If you checked 12c of Part I, complete Sections A, D, and If you checked 12d of Part I, complete Page 4 Sections A and D, and complete Part V) Section A. All Supporting Organizations 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 deSIgnated If deSIgnated by class or purpose, describe the desrgnation If historic and continUing relationship, explain Did the organization have any supported organization that does not have an IRS determination of status under section 509 1) or If "Yes, explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2) Did the organization have a supported organization described in section 501(c)(4), (5), or If ?Yes," answer and below 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)7 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? If ?Yes, explain in Part VI what controls the organization put in place to ensure such use 3c Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes? and if you checked 12a or 12b in Part I, answer and below Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization? If "Yes,? describe in Part VI how the organization had such control and discretion despite being controlled or superwsed by or in connection With its supported organizations 4b Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)7 If "Yes,? explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used excluswely for section 1 purposes 4c Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes, answer and below (if applicable) Also, prowde detail in Part VI, including the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, the authority under the organization '5 organiZing document authorizmg such action, and (iv) how the action was accomplished (such as by 5a amendment to the organizmg document) Type I or Type 11 only. Was any added or substituted supported organization part of a class already deSIgnated in the organization?s organizmg document? 5b Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c Did the organization prowde support (whether in the form of grants or the prowsion of serVIces or faCIlities) to anyone other than its supported organizations, (ii) that are part of the charitable class benefited by one or more of its supported organizations, or other supporting organizations that also support or benefit one or more of the filing organization?s supported organizations? If "Yes,?prowde detail in Part VI. Did the organization prowde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in section a family member of a substantial contributor, or a 35% controlled entity With regard to a substantial contributor? If ?Yes,? complete Part I of Schedule (Form 990 or 990-EZ) Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 77 If "Yes,? complete Part I of Schedule (Form 990 or 990-EZ) Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or If ?Yes,? prowde detail in Part VI. 9a Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes,?prowde detail in Part VI. 9b Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ?Yes, ?prowde detail in Part VI. 9c Was the organization subject to the excess bu5iness holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type non-functionally integrated supporting organizations)? If "Yes,? answer line 10b below 10a Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busmess holdings) 10b Schedule A (Form 990 or 990-EZ) 2016 Schedule A (Form 990 or 990-EZ) 2016 Supporting Organizations (continued) Page 5 11 a Has the organization accepted a gift or contribution from any of the followmg persons? A person who directly or indirectly controls, either alone or together With persons described In and below, the governing body of a supported organization? A family member of a person described In above? A 35% controlled entity of a person described In or above? If "Yes? to a, b, or c, prowde detail In Part VI Yes 11a 11b 11c Section B. Type I Supporting Organizations Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appomt or elect at least a majority of the organization's directors or trustees at all times during the tax year? If "No, describe in Part VI how the supported organization(s) effectively operated, superwsed, or controlled the organization ?5 actiVities If the organization had more than one supported organization, describe how the powers to appomt and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, superVIsed, or controlled the supporting organization? If ?Yes, explain In Part VI how prowding such benefit carried out the purposes of the supported organization(s) that operated, superwsed or controlled the supporting organization Yes Section C. Type II Supporting Organizations 1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each 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) Yes Section D. All Type Supporting Organizations Did the organization prOVIde to each of its supported organizations, by the last day of the fifth month of the organization?s tax year, (I) a written notice describing the type and amount of support prowded during the prior tax year, (II) a copy of the Form 990 that was most recently filed as of the date of notification, and copies of the organization?s governing documents in effect on the date of notification, to the extent not preVIously prowded? Were any of the organization?s officers, directors, or trustees either appomted or elected by the supported organization (5) or (ii) serVIng on the governing body of a supported organization? If explain in Part VI how the organization maintained a close and continuous working relationship With the supported organization(s) By reason of the relationship described in (2), did the organization's supported organizations have a Significant v0ice In the organization?s Investment po ICIes 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 Yes 1 Section E. Type Functionally-Integrated Supporting Organizations Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions) a: 0' The organization satisfied the ActIVIties Test Complete line 2 below CI 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) ActIVIties Test Answer and below. Yes Did substantially all of the organization?s actIVItIes during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responSIve7 If ?Yes," then in Part VI identify those supported organizations and explain how these actIVIties directly furthered their exempt purposes, how the organization was respon5ive to those supported organizations, and how the organization determined that these actiVities constituted substantially all of its actIVities 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 pOSition that its supported organization(s) would have engaged in these actiwties but for the organization ?s involvement Parent of Supported Organizations Answer and below. Did the organization have the power to regularly appomt or elect a majority of the officers, directors, or trustees of each of the supported organizations? Prowde details in Part VI. Did the organization exerCIse a substantial degree of direction over the programs and actIVItIes of each of its supported organizations? If ?Yes, describe in Part VI. the role played by the organization in this regard 2a 2b 3a 3b Schedule A (Form 990 or 990-EZ) 2016 Schedule A (Form 990 or 990-EZ) 2016 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations Page 6 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 mthNI-l \l Section A - Adjusted Net Income Net short-term capital gain Recoveries of prior-year distributions Other gross income (see instructions) Add lines 1 through 3 DepreCIation and depletion Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) Other expenses (see instructions) Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) (A) Prior Year (B) Current Year (optional) \l Section - Minimum Asset Amount Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year) Average value of securities Average cash balances Fair market value of other non-exempt-use assets Total (add lines la, lb, and 1c) Discount claimed for blockage or other factors (explain in detail in Part VI) AchISItion indebtedness applicable to non-exempt use assets Subtract line 2 from line 1d Cash deemed held for exempt use Enter 1-1/2% of line 3 (for greater amount, see instructions) Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by 035 Recoveries of prior-year distributions Minimum Asset Amount (add line 7 to line 6) (A) Prior Year (B) Current Year (optional) 1a 1b 1c 1d acumen-h mW-hWNl-l \l Section - Distributable Amount Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 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) Current Year 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) 2016 Schedule A (Form 990 or 990-EZ) 2016 Page 7 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 9 10 Amounts paid to perform actIVIty that directly furthers exempt purposes of supported organizations, in excess of income from actIVIty Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to achIre exempt-use assets Qualified set-a5ide amounts (prior IRS approval reqUIred) Other distributions (describe in Part VI) See instructions Total annual distributions. Add lines 1 through 6 Distributions to attentive supported organizations to which the organization is respon5ive (prowde details in Part VI) See instructions Distributable amount for 2016 from Section C, line 6 Line 8 amount diVided by Line 9 amount Section - Distribution Allocations (see DistribiBtable InStTUCtlons) Excess Pre-2016 Amount for 2016 1 Distributable amount for 2016 from Section C, line 6 2 Underdistributions, if any, for years prior to 2016 (reasonable cause reqUIred--see instructions) 3 Excess distributions carryover, if any, to 2016 From 2013. a From 2014. From 2015. Total of lines 3a through 9 Applied to underdistributions of prior years Applied to 2016 distributable amount Carryover from 2011 not applied (see instructions) Remainder Subtract lines 39, 3h, and 3i from 3f 4 Distributions for 2016 from Section D, line 7 a Applied to underdistributions of prior years Applied to 2016 distributable amount Remainder Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 2016, if any Subtract lines 39 and 4a from line 2 (if amount greater than zero, see instructions) Remaining underdistributions for 2016 Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) Excess distributions carryover to 2017. Add lines 3] and 4c Breakdown of line 7 Excess from 2013. 0 Excess from 2014. D. Excess from 2015. Excess from 2016. Schedule A (Form 990 or 990-EZ) (2016) Schedule A (Form 990 or 990-EZ) 2016 Supplemental Information. Prowde the explanations reqUIred by Part II, line 10; Part II, line 17a or 17b; Part line 12; Part IV, Section A, lines 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions). Page 8 Facts And Circumstances Test 990 Schedule A, Supplemental Information Return Reference Explanation Schedule A, Part II, Line 10, fundraismg event income - 2016 Amount 21,600 Explanation of Other Income Schedule A (Form 990 or 990-EZ) 2016 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493131020738 SCHEDULE (3 Political Campaign and Lobbying Activities glorm 990 or 990? For Organizations Exempt From Income Tax Under section 501(c) and section 527 2 0 1 6 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 of the Trensun Internal Rex enue Sen ice Inspection If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then a Section 501(c)(3) organizations Complete Parts l-A and Do not complete Part l-C 0 Section 501(c) (other than section 501(c)(3)) organizations Complete Parts l-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 990-EZ, 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 ll-A 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 ll-A If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, 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 Part I-B Complete if the organization is exempt under section 501(c)(3). 1 Enter the amount of any tax incurred by the organization under section 4955 2 Enter the amount of any tax incurred by organization managers under section 4955 3 If the organization incurred a section 4955 tax, did it file Form 4720 for this yearcorrection made? Yes No If "Yes," describe in Part IV Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter the amount directly expended by the filing organization for section 527 exempt Function actIVIties Enter the amount of the 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 1120-POL, line 17b 4 Did the filing organization fiIeForm 1120-POL for this year? Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments For each organization listed, enter the amount paid from the filing organization?s funds Also enter the amount of political contributions received that were and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) If additional space is needed, prowde information in Part IV Name Address EIN Amount paid from Amount of political filing organization?s contributions received funds If none, enter and and -0- directly delivered to a separate political organization If none, enter -0- 2 3 4 5 6 For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ. No 500845 Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check l:l IF the 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 l:l If the fIlIng organizatIon checked box A and "lImIted control" prOVISIons apply Page 2 Filing Affiliated Limits on Lobbying Expenditures organIzation's group totals (The term "expenditures" means amounts paid or incurred.) totals 1a Total lobbying expenditures to Influence publIc opInIon (grass roots lobbying) 10,000 Total lobbying expenditures to Influence a legislative body (dIrect lobbyIng) 0 Total lobbyIng expenditures (add lines 1a and 1b) 10,000 Other exempt purpose expendItures 3,864,191 Total exempt purpose expendItures (add lines 1c and 1d) 3,874,191 Lobbying nontaxable amount Enter the amount from the Followmg table In both 343,710 columns If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on Ine 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 9 Grassroots nontaxable amount (enter 25% of line 11?) 85,928 Subtract lIne lg from line 1a If zero or less, enter -0- 0 i Subtract lIne 1f from line 1c If zero or less, enter -0- 0 1 If there Is an amount other than zero on eIther line lb or lIne 1i, did the organization ?le Form 4720 reporting l:l Yes l:l No section 4911 tax for this year? 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 ?scal year beginning In) 2013 2014 2015 2016 Total 2a LobbyIng nontaxable amount 345,909 371,944 407,489 343,710 1,469,052 LobbyIng ceiling amount (150% of lIne 2a, column(e)) 2'203?578 Total lobbying expendItures 54,100 35,000 31,000 10,000 130,100 Grassroots nontaxable amount 86,477 92,986 101,872 85,928 367,263 Grassroots ceiling amount (150% of lIne 2d, column 550?895 Grassroots lobbyIng expenditures 39,100 35,000 31,000 10,000 115,100 Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Page 3 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 lines 1a through 11 below, prowde In Part IV a detailed description of the lobbying actIVIty Yes No Amount 1 During the year, dId the fIlIng organization attempt to Influence foreign, national, state or local legislation, 1' 2a Including any attempt to influence publIc opInion on a legislative matter or referendum, through the use of Volunteers? PaId staff or management (Include compensation In expenses reported on lines 1c through MedIa advertisements? MaIlIngs to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact WIth legislators, theIr staffs, government offICIals, or a legislative body? Rallies, demonstrations, semInars, conventions, speeches, lectures, or any Similar means? Other actIVItIes? Total Add lInes 1c through 1i Did 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 of any tax incurred by organizatIon managers under sectIon 4912 If the filing organization Incurred a section 4912 tax, dId it file Form 4720 for thIs year? Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c) (6). 1 2 3 Were substantIally all (90% or more) dues received nondeductible by members? Did the organizatIon make only In-house lobbyIng expenditures of $2,000 or less? Did 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 (D) Part line 3, is answered ?Yes." 5 Dues, assessments and SImilar amounts from members SectIon 162(e) nondeducthle lobbyIng and politIcal expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid). Current year Carryover from last year Total Aggregate amount reported In section 6033(e)(1)(A) notIces of nondeducthle sectIon 162(e) dues If notices were sent and the amount on We 2c exceeds the amount on line 3, what portIon of the excess does the organizatIon agree to carryover to the reasonable estimate of nondeductible lobbying and political expendIture next year? Taxable amount of lobbyIng and polItical expendItures (see Instructions) 1 2a 2b 2c Supplemental Information the descriptions reqUIred for Part l-A, lIne 1, Part l-B, lIne 4, Part l-C, line 5, Part II-A (affiliated group lIst), Part II-A, lInes 1 and 2 (see instructIons), and Part line 1 Also, complete thIs part for any additIonal InformatIon Return Reference Explanation Schedule (Form 990 or 99OEZ) 2016 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - SCHEDULE (Form 990) Department of the Treasun Supplemental Financial Statements Attach to Form 990. OMB No 1545-0047 Complete if the organization answered "Yes," on Form 990, 2 0 1 6 Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Open to Public Internal Rexenue semce Information about Schedule (Form 990) and its instructions is at Inspection Name of the organization THE FDTN FOR PUBLIC EDUCATION Employer identification number 04-3457065 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. 1 Total number at end of year 2 Aggregate value of contributions to (during year) 3 Aggregate value of grants from (during year) Aggregate value at end of year a Donor adVised funds Funds and other accounts Did the organization inform all donors and donor adVisors in writing that the assets held in donor adVIsed funds are the organization's property, subject to the organization's excluswe legal control? l:l Yes l:l No 6 Did the organization inform all grantees, donors, and donor adVisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor adVisor, or for any other purpose conferring impermi55ible private benefit? l:l Yes l:l No Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply) l:l Preservation of land for public use (e recreation or education) l:l Preservation of an historically important land area l:l Protection of natural habitat l:l Preservation of open space l:l Preservation of a certified historic structure 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year a Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in 2c Number of conservation easements included in achIred after 8/17/06, and not on a historic 2d structure listed in the National Register 3 Number of conservation easements modified, transferred, released, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Violations, and enforcement of the conservation easements it holds? l:l Yes l:l No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of Violations, and enforcmg conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of Violations, and enforCIng conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the reqUIrements of section and section l:l Yes l:l No 9 In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization?s finanCIal statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, pr0Vide, in Part the text of the footnote to its finanCIal statements that describes these items If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research in furtherance of public serVice, prowde the followmg amounts relating to these items Revenue included on Form 990, Part line 1 (ii)Assets included in Form 990, Part 2 If the organization received or held works of art, historical treasures, or other Similar assets for finanCIal gain, prOVide the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relating to these items a Revenue included on Form 990, Part line 1 Assets included in Form 990, Part For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 52283D Schedule (Form 990) 2016 Schedule (Form 990) 2016 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Usmg the organIzatIon's achISItion, accessmn, and other records, check any of the followmg that are a SignIfIcant use of Its collection Items (check all that apply) Page 2 a l:l Public exhibitIon l:l Loan or exchange programs l:l Scholarly research Other l:l Preservation for future generations 4 a description of the organIzatiori's collections and explain how they further the organization?s exempt purpose In Part 5 During the year, dId the organization so ICIt or receive donations of art, historical treasures or other assets to be sold to raise funds rather than to be maintaIned as part of the organization?s collection? Escrow and Custodial Arrangements. Complete If the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets riot l:l Yes l:l No Included on Form 990, Part l:l Yes l:l No If "Yes," explaIn the arrangement In Part and complete the followmg table Amount Beginning balance 1c AddItIons durIng the year 1d Distributions durIng the year 1e EndIng balance 1f 2a Did the organizatIon Include an amount on Form 990, Part X, line 21, for escrow or custodIal account lIability7 El Yes No If "Yes," explaIn the arrangement In Part Check here If the explanatIon has been prOVIded In Part Endowment Funds. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Ine 10. (a)Current year (b)PrIor year (c)Two years back (d)Three years back (e)Four years back 1a Beginning of year balance 6,165,965 6,937,057 6,859,481 6,612,188 6,435,545 ContrIbutIons Net Investment earnings, gains, and losses 763,110 ?951092 77576 918,361 793,468 (I Grants or scholarships Other expendItures for faCIlitIes and programs 333,228 676,000 671,068 616,825 AdmInistrative expenses 9 End of year balance 6,595,847 6,165,965 6,937,057 6,859,481 6,612,188 2 the estImated percentage of the current year end balance (line lg, column held as Board deSIgnated or quaSI-endowment 19 000 0/0 Permanent endowment 0 0/0 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 of the organizatIon that are held and admInIstered for the organization by Yes No unrelated organizations 3a(i) No (ii) related organizations . . . . . . . . . . . . . . . . 3a(ii) No If "Yes" on are the related organIzations Isted as reqUIred on Schedule . . . . . . . . . 3b 4 Describe In Part the Intended uses of the organIzation's endowment funds Land, Buildings, and Equipment. Complete If the or anIzatIon answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, Me 10. Description of property Cost or other (b)Cost or other (other) (c)Accumulated depreCIatIon (d)Book value (Investment) 1a Land BUIldIngs Leasehold Improvements 176,195 121,514 54,681 EqUIpment Other . Total. Add lines 1a through 1e (Column (cl) must equal Form 990, Part X, column (B), line 10(c)) . . 54,681 Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 3 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 (c)Method of valuation (Including name of security) value Cost or end-of-year market value (1)FinanCIal derivatives (2)Closely-held eqUIty interests (3)Other (A) (B) (C) (D) (E) (F) (G) (H) Total. (Column must equal FONT) 990, Part X, col (B) line 12 Investments?Program Related. Complete if the organization answered ?Yes' on Form 990, Part IV, line 11c. See Form 990, Part X. line 13. Description of investment Book value Method of valuation Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column must equal Falm 990, Part X, col (B) line 13) Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d See Form 990, Part X, line 15 Description Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column must equal Form 990, Part X, col (B) line 15Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line He or 11f. See Form 990, Part X, line 25. 1_ Description of liability Book value (1) Federal income taxes Total. (Column must equal FONT) 990, Part X, col (B) line 25) I 2. Liability for uncertain tax p05itions In Part prowde 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 if the text of the footnote has been prowded in Part Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, Ine 12a. 1 Total revenue, gaIns, and other support per audIted fInanCIal statements . . . . . . . 1 5,309,332 2 Amounts Included on Ine 1 but not on Form 990, Part Ine 12 a Net unrealized gaIns (losses) on Investments . . . . 2a 486,195 Donated serVIces and use RecoverIes of prIor year grants . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d 172,689 Add Ines 2a through 658,884 3 Subtract Ine 2e from Ine 4,650,448 Amounts Included on Form 990, Part Ine 12, but not on Ine 1 3 Investment expenses not Included on Form 990, Part Ine 7b . 4a 30,652 Other (DescrIbe In Part . . . . . . . . . . . 4b Add Ines 30,652 5 Total revenue Add Ines 3 and 4c. (ThIs must equal Form 990, Part I, Ine 4,681,100 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, Ine 12a. 1 Total expenses and losses per audIted FInanCIal statements . . . . . . . . . . . 1 5,233,036 2 Amounts Included on Ine 1 but not on Form 990, Part IX, Ine 25 a Donated serVIces and use PrIor year adjustments . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d 172,689 Add Ines 2a through 172,689 3 Subtract Ine 2e from Ine 5,060,347 Amounts Included on Form 990, Part IX, Ine 25, but not on Ine 1: 3 Investment expenses not Included on Form 990, Part Ine 7b . . 4a 30,652 Other (DescrIbe In Part . . . . . . . . . . . . 4b Add Ines 30,652 5 Total expenses Add Ines 3 and 4c. (ThIs must equal Form 990, Part I, Ine 5,090,999 Supplemental Information the descrIptIons reqUIred for Part II, Ines 3, 5, and 9, Part Ines 1a and 4, Part IV, Ines 1b and 2b, Part V, Ine 4, Part X, Ine 2, Part XI, Ines 2d and 4b, and Part XII, Ines 2d and 4b Also complete thIs part to prowde any addItIonal Informatlon Return Reference ExplanatIon See AddItIonal Data Table Schedule (Form 990) 2015 Schedule (Form 990) 2015 Page 5 Supplemental Information (continued) Return Reference Explanation Schedule (Form 990) 2016 Additional Data Supplemental Information Software ID: Software Version: EIN: 04-3457065 Name: THE FDTN FOR PUBLIC EDUCATION Return Reference Explanation Part V, Llne 4 The Schott Foundatlon Endowment was created to prowde long-term flnanCIal support for The Schott Foundatlon these funds are managed WIth longer-term Inve stment objectlves and strategles deSIgned to meet cash ?ows and reqUIrements Ma nagement of the assets IS de5Igned to attaln the maXImum total return con5 stent WIth acce ptable and agreed upon levels of It IS the goal of the aggregate long-term Investmen ts to generate an average total annual return that exceeds the rate plus I nflatlon Supplemental Information Return Reference Explanation Part X, Line 2 The Foundation accounts for the effect of any uncertain tax pOSItions based on a "more lik ely than not" threshold to the recognition of the tax p05itions being sustained based on he technical merits of the p05ition under scrutiny by the applicable taxmg authority If a tax p05 t 0n or p05itions are deemed to result in uncertainties of those p05itions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions The Foundation has identified its tax status as a tax-exempt entity and Its deasmns to cla55ify revenues a exempt as its only Significant tax p05itions However, the Foundation has determined tha such tax p05itions do not result in an uncertainty requmng recognition The Foundation is not currently under examination by any taxmg Jurisdiction Its Federal and state Inco me tax returns are generally open for the past three years Supplemental Information Return Reference Explanation Part XI, LIne 2d - Other Adjustments FUNDRAISING EXPENSE 172,689 Supplemental Information Return Reference Explanation Part Lme 2d - Other Adjustments FUNDRAISING Expense 172,689 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493131020738 SCHEDULEG Supplemental Information Regarding 1545'0047 99? Fundraising or Gaming Activities 2016 Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 63 Open to Public oi the Trensun PAttach to Form 990 or Form 990-Ez. . Iii-[311131 Rt? cnuc SEHICB ?Information about Schedule (Form 990 or 990-EZ) and its instructions is at gov/form990. InspeCtlon Name of the organization Employer identification number THE FDTN FOR PUBLIC EDUCATION 04-3457065 Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not reqwred to complete this part. 1 Indicate whether the organization raised funds through any of the followmg actIVIties Check all that apply a El Mail sOIICItations SoliCitation of non-government grants Internet and email soliatations SoliCitation of government grants Phone soliatations Speaal fundraismg events In-person soIICItations 2a Did the organization have a written or oral agreement With any indiViduaI (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection With professional fundraising serVIces?? El Yes El No If "Yes," list the ten highest paid indiViduals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization Name and address of (ii) ActIVIty Did (iv) Gross receipts Amount paid to (vi) Amount paid to indiViduaI fundraiser have from actIVIty (or retained by) (or retained by) or entity (fundraiser) 0F fundraiser listed in organization control of col contributionsTotal 3 List all states in which the organization is registered or licensed to contributions or has been notified it is exempt from registration or licensmg For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat No 50083H Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Page 2 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraismg event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events With gross receipts greater than $5,000. (a)Event #1 25th Anniversary Event #2 (c)0ther events Total events (add col through Gala (event type) (total number) col 9 (event type) 5 G) Q.) 0: 1 Gross receipts . 367,618 367,618 2 Less Contributions . 346,018 346,018 3 Gross income (line 1 minus line 2) 21,600 21,600 4 Cash prizes 5 Noncash prizes 5 Rent/faCIlity costs 28,694 28,694 (b IE- 7 Food and beverages 35,315 35,315 5 8 Entertainment 43,418 43,418 (I) 5 9 Other direct expenses 65,262 65,262 10 Direct expense summary Add lines 4 through 9 in column 172,689 11 Net income summary Subtract line 10 from line 3, column -151,089 Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. OJ Pull tabs/Instant Total gaming (add Bingo bingo/progresswe bingo Other gaming col through col 82 1 Gross revenue . 2 Cash prizes a 3 Noncash prizes 65 4 Rent/faCIlity costs 5 5 Other direct expenses Yes Yes ?3 El Yes ?1 6 Volunteer labor No No No 7 Direct expense summary Add lines 2 through 5 in column 3 Net gaming income summary Subtract line 7 from line 1, column 9 Enter the state(s) in which the organization conducts gaming actIVIties a Is the organization licensed to conduct gaming actIVIties in each of these states? I: Yes No If explain 10a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? Yes No If "Yes," explain Schedule (Form 990 or 990-EZ) 2016 Schedule (Form 990 or 990-EZ) 2016 Page 3 11 Does the organization conduct gaming actIVIties With nonmembers? Yes No 12 Is the organization a grantor, bene?CIary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? Yes El No 13 Indicate the percentage of gaming actIVIty conducted in a The organization's faCIlity 13a An out5ide faCIlity 13b 14 Enter the name and address of the person who prepares the organization?s gaming/speCIal events books and records Name Address 15a Does the organization have a contract With a third party from whom the organization receives gaming revenue? l:lYes l:lNo If "Yes," enter the amount of gaming revenue received by the organization and the amount of gaming revenue retained by the third party If "Yes," enter name and address of the third party Name Address 16 Gaming manager information Name Gaming manager compensation Description of serVIces prowded l:l Director/officer l:l Employee l:l Independent contractor 17 Mandatory distributions a Is the organization reqUIred under state law to make charitable distributions From the gaming proceeds to retain the state gaming license? l:lYes No Enter the amount of distributions reqUIred under state law distributed to other exempt organizations or spent in the organization's own exempt actIVIties during the tax year Supplemental Information. Prowde the explanations reqwred by Part I, line 2b, columns and and Part lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to prowde any additional information (see instructions). Return Reference Explanation Schedule (Form 990 or 990-EZ) 2016 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493131020738 OMB No 1545-0047 Grants and Other Assistance to Organizations, Governments and Individuals in the United States 2016 Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22. Department of the Attach to Form 990. Open to Public Treasury Information about Schedule I (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 General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility for the grants or a55istance, and the selection criteria used to award the grants or a55istanceDescribe in Part IV the organization's procedures for monitoring the use of grant funds in the United States Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, For any moment that received more than $5,000 Part II can be duplicated if additional space is needed Name and address of EIN IRC section Amount of cash Amount of non- Method of valuation (9) Description of Purpose of grant organization if applicable grant cash (book, FMV, appraisal, non-cash a55istance or a55istance or government a55istance other) See Additional Data Table (10) (11) (12) 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . . . . . . . . . . . . . . . . . 46 3 Enter total number of other organizations listed in the line 1 table . 0 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2016 Schedule I (Form 990) 2016 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22 Part can be duplicated if additional space IS needed Page 2 Type of grant or a55istance Number of moments Amount of cash grant Amount of non-cash a55istance Method of valuation (book, FMV, appraisal, other) Description of non-cash a55istance Supplemental Information. Prowde the information reqUIred in Part I, line 2, Part column and any other additional information. Return Reference Explanation Part 1, Line 2 The organization adheres to a strict policy for monitoring the use of grant funds in the United States by (1) enabling it to retain control and discretion as to the use of the funds, (2) maintaining records that establish that the funds were used for exempt purposes, and (3) limiting the distribution of funds to speCIfic prOJects that are in furtherance of its own exempt purpose In addition, each potential grantee must submit a grant proposal to the organization which outlines the grant amount requested and the purpose of the grant The organization Will then conduct a pre-grant mqu which addresses the followmg (1) the identity, prior history, and experience of the grantee organization and its managers, (2) whether the grantee has a history of compliance With the terms of preVIous grants, (3) the current prOJect, and the connection to the organization's mi55ion After the grant has been approved, a grant award letter is sent to the grantee discussmg the terms of the grant This letter reqUIres the grantee to furnish the grantor With a report on the use of the funds and the progress made in accomplishing the purpose of the grant Schedule I (Form 990) 2016 Additional Data Software ID: Software Version: EIN: Name: 04-3457065 THE FDTN FOR PUBLIC EDUCATION Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash aSSIstance or aSSIstance or government aSSIstance other) Publlc Pollcy Educatlon Fund 13-3364209 10,000 to suport OTL campalgn of NY Inc - Flscal eqUIty In New 94 Central Avenue York Albany, NY 12206 Repalrers of the Breach Inc 46-3332424 10,000 To support muItI-raCIaI, 2015 North Street -gender, and -Issue Goldsboro, NC 27530 movement bUIIdlng In North Carollna and beyond Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Educatlon Forum 46-3009324 10,700 Communlcatlon 455 Massachusetts Ave NW supports for key 600 Opportunlty to Learn DC 20001 educatlon campalgns and Frlends of 20-5924561 15,000 To support eqUIty In Incarcerated 1307 Oretha Castle Haley Boulevard 303 New Orleans LA, LA 70113 educatlon across focused on school reform Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Stone Lantern FIlms Inc 52-1486485 15,000 To support Backpack 28 Ave Full of Cash, a Suffern, NY 10901 documentary ?lm - Far 81 Just School Resources Arkansas Unlted Communlty 27-5271968 20,000 To support the Arkansas Coalltlon PO Box 9296 FayetteVIlle, AR 72703 OTLCampaIgn - Far and Just School Cllmate Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Boston of Gay 81 04-2785336 20,000 To support Far and Just Lesblan Youth School Cllmate 14 Beacon Street 3rd Floor Boston, MA 02108 Park Nelghborhood 36-4229387 20,000 To support the Far and CounCIl 4477 Archer Ave Chlcago, IL 60632 Just School Resources In Southwest Chlcago Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Center for Popular Democracy 45-3813436 20,000 OTL Grant For Set Up Inc to support 449 Troutman Street A Wrap Around Student Brooklyn, NY 11237 Supports In the south Logan Square Nelghborhood 36-2638491 20,000 Assoaatlon Inc 2840 North Mllwaukee Avenue Chlcago, IL 60618 To support Generatlon All, a youth-led campaign for eqUIty In publlc educatlon In chlcago Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Massachusetts Communltles 04-2863903 20,000 To support Actlon Network communlty engagement 14 Avenue to Increase eqUItable Dorchester, MA 02125 for educatlon In MA New York Women's Foundatlon 13-3457287 20,000 To support The NYC 39 Broadway 23rd Floor New York, NY 10006 Fund for GIrls and Young Women of Color Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Schools lelted 39-1696524 20,000 To suport Far and Just 1001 Keefe Av school cllmate In the Mllwaukee, WI 53212 Southern part of USA Massachusetts Budget Pollcy 04-2967537 22,500 Center Inc 15 Court Square 700 Boston, MA 02108 To support the Massachusetts on college career readlness Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Center for 20-5961971 25,000 New Orleans EqUIty Index Campalgn 1100-B Mllton Street New Orleans, LA 70122 Rural Communlty 25-1917387 25,000 To support the Arkansas 401 Scott Street PO Box 3531 LIttle Rock,AR 72203 OTL Campalgn - Fan 81 Just School Resources Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Sector New England Inc 04-2261109 25,000 Grant for BUIIdlng 89 South Street Ste 700 Movement PrOJect - OTL Boston, MA 02111 campalgn - eqUIty Issues Arkansas Advocates for 71-0492205 30,000 to support the Arkansas 1400 WMarkham Street 306 LIttIe Rock,AR 72201 OTL Campalgn Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) New Orleans 33-1203055 30,000 To support the New Schools Orleans EqUIty Index 2020 OC Haley New Orleans, LA 70113 Orleans Publlc Educatlon 80-0378257 30,000 To support the New Network PO Box 791312 New Orleans, LA 70179 Orleans EqUIty Index communlty engagement In the school unIfIcatlon process Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) 5007:? EnVIron Entrepreneurs 95-4116679 30,000 Grant for BreakOut- FaIr See Inc and Just School Cllmate 23532 Calabasas Rd A for Youth of Calabasas, CA 91302 Color Southern Echo Inc 64-0819311 30,000 To Support Far and Just 1350 LIVIngston Land Jackson, MS 39213 school cllmate In the Southern part of USA Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) The Chlcago Communlty Trust 36-2167000 30,000 To support WrapAround 225 Ave 2200 Student Supports In Chlcago, IL 60601 Chlcago Interactlon 94-2928341 35,000 70 Fargo St 9 Boston, MA 02210 To support the Massachusetts on college career readlness Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Stone Lantern Inc 52-1486485 35,000 To support Backpack 28 Ave Full of Cash, a Suffern, NY 10901 documentary ?lm - FaIr Just School Resources Center for Labor Educatlon and 22-2604923 40,000 Research Inc 3353 Street Boston, MA 02130 Grant for MA Job WIth Justlce -To support Fan and Just School Resources In the northeast Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Communlty Funds Inc 13-3062214 40,000 Grant for Donors' The New York Communlty Educatlon Collaboratlve Trust 909 (DEC) ThIrd Avenue 22nd Fl New York, NY 10022 Edltorlal PrOJects In Educatlon 53-0246895 40,000 To support a Inc 6935 Road 100 Bethesda, MD 20814 natlonWIde, onllne survey on school resource and cllmate eqUIty Issues Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) YouthBUIld USA Inc 22-3076454 40,000 To support the 58 Day Street Massachusetts SomerVIlle, MA 02144 on college career readlness Center for Popular Democracy 45-3813436 45,000 OTL grant for NYC Inc 449 Troutman Street A Brooklyn, NY 11237 Coalltlon for Educatlonal Justlce -Wrap Around Supports In the northeast Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Arkansas Publlc Pollcy Panel 71-0467088 50,000 To support the Arkansas Inc OTLCampaIgn - Far and 1308 West 2nd Street Just School Resources LIttle Rock,AR 72201 Callfornlans for Justlce 94-3256009 50,000 Educatlon Fund Inc 1971 Las Plumas Ave San Jose, CA 95133 To support the Far and Just School Resources Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Communlty Inltlatlves 94-3255070 50,000 OTL grant For Actlve 354 PIne Street Lab - Backpack Full of San FranCIsco, CA 94104 Cash The Newark PrOJect for Gender EqUIty 04-3697166 50,000 Grant for School Our 30 Avenue Deserve Campalgn Brooklyn, NY 11217 Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) One 02-0787550 50,000 To support movement 1072 Street bUIIdIng efforts to Jackson, MS 39203 advance educatlon eduqlty In Wellstone Actlon Fund 35-2191193 50,000 to support the 2446 UnlverSIty Avenue 170 Salnt Paul, MN 55114 Opportunlty to Learn partners Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) Center for Popular Democracy 45-3813436 60,000 OTL Grant for to Inc Reclalm our Schools 449 Troutman Street A Brooklyn, NY 11237 Publlc Pollcy Educatlon Fund 13-3364209 60,000 Grant for for of NY Inc 94 Central Avenue Albany, NY 12206 Quallty Educatlonr Inc - To support the Campalgn for ?scal eqUIty In new york state Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Kenwood Oakland Communlty 36-2598637 65,000 Grant for Journey for Organlzatlon Justlce - To 4242 5 Cottage Grove Avenue support a natlonal Chlcago,IL 60653 Communlty Schools campaign People's Actlon 36-2755109 65,000 To support the 810 Mllwaukee Ave Chlcago, IL 60642 Educatlon Opportunlty Network Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Natlonal Economlc SOClal 73-1714118 100,000 In Schools Inltlatlves Campalgn to end zero 90 John Street Ste 308 tolerance New York, NY 10038 p0l C eS OHIO STATE UNIVERSITY 31-1145926 100,000 Grant for Klrwan FOUNDATION Of?ce of Foundatlon Relatlons 1480 West Lane Avenue Columbus, OH 43221 - To support the ImplICIt blas In educatlonal eqUIty program Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) THE REGENTS OF THE 95-6006143 150,000 Grant for The Center for UNIVERSITY OF CALIFORNIA Remedles- UCLA Of?ce of Contracts and PrOJect Grants Research falr Just Mall Code 140648 10889 school cllmate WIlshIre LOS ANGELES, CA 90095 BROWN UNIVERSITY 05-0258809 250,000 Grant or Annenberg Of?ce of Sponsored PrOJects Brown Of?ce 164 Angell Street PROVIDENCE, RI 02912 for School Reform/ Addressmg dlsparaltles In nashVIlle Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) BROWN UNIVERSITY 05-0258809 95,000 Grant for Annenberg Of?ce of Sponsored PrOJects for School Brown Reform/ Evaluatlon of Of?ce 164 Angell Street the Schott's HLLC PROVIDENCE, RI 02912 Inltlatlve Ohlo State UnlverSIty 31-1145926 24,000 Grant for Klrwan Foundahon Of?ce of Foundatlon Relatlons 1480 West Lane Avenue C0 umbus,0H 43221 - To expand the Healthy and Communltles Index Form 990,Schedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or a55Istance or government a55Istance other) arkansas publlc Pollcy Panel 71-0467088 5,000 To support the Arkansas Inc OTLCampaIgn- Youth 1308 West 2nd Street Summlt IIttIe Rock, AR 72201 gIrls for Gender EqUIty 04-3697166 5,000 30 Avenue NY 11217 FY2017 Board grant Form 990,5chedule I, Part II, Grants and Other Assistance to Domestic Organizations and Domestic Governments. Name and address of EIN IRC sectlon Amount of cash Amount of non- Method of valuatlon Descriptlon of Purpose of grant organlzatlon If grant cash (book, FMV, appraisal, non-cash a55Istance or aSSIstance or government aSSIstance other) Massachusetts Budget Pollcy 04-2967537 5,000 To support OTL Center Inc 15 Court Square 700 boston, MA 02108 campalgn - two In Fall 2016 Iefile GRAPHIC print - DO NOT PROCESS IAS Filed Data - DLN: 93493131020738I Schedule Compensation Information (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. OMB NO 1545-0047 2015 Attach to Form 990. Department of the Information about Schedule (Form 990) and its instructions is at Open to Public Ins nection Treasury Internal Revenue SerVIce Name of the organization Employer identification number THE FDTN FOR PUBLIC EDUCATION 04-3457065 Questions Regarding Compensation 1a Check the appropiate box(es) ifthe organization prowded any of the followmg to or for a person listed on Form 990, Part VII, Section A, line 1a Complete Part to prowde any relevant information regarding these items First-class or charter travel Housmg allowance or reSIdence for personal use l? Travel for companions l? Payments for busmess use of personal reSIdence Tax idemnification and gross?up payments Health or club dues or initiation fees l? Discretionary spending account l? Personal serVIces (e maid, chauffeur, chef) Ifany ofthe boxes in line la 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 2 Did the organization reqUIre substantiation prior to reimbursmg or allowmg expenses incurred by all directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? 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 Compensation committee Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee 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 Receive a severance payment or change?of?control payment? PartICIpate in, or recewe payment from, a supplemental nonqualified retirement plan? PartICIpate in, or receive payment from, an eqUIty-based compensation arrangement? 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? Any related organization? 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? Any related organization? 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 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 9 If"Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section For Reduction Act Notice, see the Instructions for Form 990. at 50 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 ofW-2 and/or compensation (C) Retirement and (D) Nontaxable (E) Total ofcolumns (F) Compensation in (ii) (In) other deferred benefits column(B) reported Base Bonus incentive Other reportable compensation as deferred on compensation com pensation compensation Form 990 1 JOHN JACKSON 335:000 0 900 26,851 15,428 378,179 0 PRESIDENT Bi CEO 0 (ii) 0 2 caSS'e SChwemer 178,102 7,500 900 14,140 20,977 221,619 0 SENIOF Vp Of programs 0 (ii) 0 0 3 HEIDI BROOKS 169:175 5,000 900 10,124 13,951 199,150 0 CHIEF OPERATING OFFICER 0 (ii) 0 0 0 0 0 Schedule (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 this part for any additional information I Ret urn Reference Explanation All employees, including the PreSIdent and CEO are eligible to be reimbursed $75 per month for health club membership Part I, Line 1a Officer's bonuses are deCIded by the executive committee and the board Part I, Line 7 Schedule (Form 990) 2015 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - . OMB 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990? Complete to provide information for responses to specific questions on 2 0 1 6 El) Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Department of the Trensun 1 Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Open ?30 PUbliC Inspection r'r'fe? o?f th'e'orglanlzatlon THE FDTN FOR PUBLIC EDUCATION 990 Schedule 0, Supplemental Information Employer identification number 04-3457065 Return Reference Explanatlon Part VI, Section A, llne 2 Form 990, Greg JobIn-Leeds and Marla JobIn-Leeds are husband and Wlfe 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, The form 990 IS prepared by the organization's outsrde accountants and Is prOVIded to the board e-mall prior to being filed Part VI, Section B, line 11b 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, Annually, all directors reVIew a list of current grantees and vendor Significant partners Part VI, and declare any conflicts or potential conflicts The conflict of interest policy is distr Section B, ibuted annually All officers and directors are reqUIred to Sign an annual acknowledgement line 126 that they have received a copy of the policy, understand it, and agree to abide by its te 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, The process of determining initial compensation of the organizations Chief Executive Offic Part VI, er and other officers includes a reVIew by an outSIde search firm A set of parameters inc Section B, ludlng salary and Job description gmdelines is conveyed to the recrUItment firm The recr line 15 Ultment fIrm Will seek out IhdiViduals With the appropriate background and also make recom mendations as to the comparable salaries for Similar p05itions The basis of the compensat ion de0i5ion is documented and based on a determination that the amount paid Is no more th an reasonable in View of sewices rendered The Executive Committee manages this process a nd makes a recommendation to the full board 990 Schedule 0, Supplemental Information Return Explanation Reference Form 990, The organization makes its governing documents, conflict of interest policy and finanCIaI Part VI, statements available to the public upon request An interested party may make a request di Section C, rectly to the organization Additionally, the form 990 and audited finanCIal statements ar line 19 available we the Massachusetts Attorney General's webSIte Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - SCHEDULE (Form 990) Department of the Trensun Internal Re\ cnuc 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. Attach to Form 990. Information about Schedule (Form 990) and its instructions is at OMB No 1545-0047 2016 Open to Public Ins nection Name of the organization THE FDTN FOR PUBLIC EDUCATION 04-3457065 Employer identification number Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33. Name, address, and EIN (if applicable) of disregarded entity (C) Primary actiVity Legal domICIle (state or foreign country) Total income End-of-year assets Direct controlling entity Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year. (C (9) Name, address, and EIN of related organization Primary actIVIty Legal domICIle (state Exempt Code section Public charity status Direct controlling Section 512(b) or foreign country) (if section 501(c)(3)) entity (l3) controlled entity? Yes No (1)Caroline Sigmund Schott Fund Private Grantmaking DE 501(c)(3) PF the schott for public Yes 675 massachusetts avenue 8th fl Foundation education cambridge, MA 02139 11-2856561 (2)the opportunity to learn action fund Advocacy Organization - DC 501(c)(4) n/a the schott for public Yes 675 massachusetts avenue 8th fl cambridge, MA 02139 27?4836929 Educational education For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50135Y Schedule (Form 990) 2016 Schedule (Form 990) 2016 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 Predominant income(related, unrelated, excluded from tax under sections 512- 514) Share of total Income (9) Share of end?of?year assets (I) Disproprtionate Code General or Percentage allocations? amount in box managing ownership 20 of partner? Schedule K-1 (Form 1065) Yes No 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 (sta (C) Legal domICIle te or foreign country) entity Direct controlling (E) Type of entity (C corp, corp, or trust) Share of total income 9 Share of end-of- year assets Percentage ownership (I) Section 512(b) (13) controlled entity7 Yes No Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 3 Transactions With Related Organizations Complete if the organization answered ?Yes" on Form 990, Part IV, line 34, 35b, or 36. Note. Complete line 1 if any entity is listed In Parts II, or IV of this schedule Yes N0 1 During the tax year, did the orgranization engage in any of the fo 0Wing transactions With one or more related organizations listed In Parts a Receipt of interest, (ii)annUIties, royalties, or(iv) rent from a controlled entity . 1a No Gift, grant, or capital contribution to related organization(s) . 1'3 N0 Gift, grant, or capital contribution from related organization(s) . 1C Yes Loans or loan guarantees to or for related organization(s) 1d N0 Loans or loan guarantees by related organization(s) 16 N0 DiVidends from related organization(s) 1f N0 9 Sale of assets to related organization(s) . lg No Purchase of assets from related organization(s) . 1h N0 i Exchange of assets With related organization(s) . 1i N0 Lease of faculties, eqUIpment, or other assets to related organization(s) 11 N0 Lease of faCIlities, eqUIpment, or other assets from related organization(s) . 1k No Performance of serVIces or membership or fundraismg SOIICItations for related organization(s) 1' Yes Performance of serVIces or membership or fundraismg by related organization(s) 1m N0 Sharing of faCIlities, eqUIpment, mailing lists, or other assets With related organization(s) . 1n N0 0 Sharing of paid employees With related organization(s) . 10 Yes Reimbursement paid to related organization(s) for expenses . 1p No Reimbursement paid by related organization(s) for expenses . 1Cl Yes Other transfer of cash or property to related organization(s) . 1r No 5 Other transfer of cash or property from related organization(s) . 15 NO If the answer to any of the above is "Yes," see the instructions for information on Who must complete this line, including covered relationships and transaction thresholds Name of related organization Transaction type (C) Amount involved Method of determining amount involved (1)caro ine Sigmund schott fund 1,000,000 cash Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 4 Unrelated Organizations Taxable as a Partnership Complete if the organization answered ?Yes" on Form 990, Part IV, line 37. Prowde the followmg Information for each entity taxed as a partnership through which the organization conducted more than five percent of its actIVIties (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclu5ion for certain investment partnerships a Name, address, and EIN of entity Primary actiwty (C) Legal domICIle (state or foreign country) Predominant income (related, unrelated, excluded from tax under sections 512- 514) (8) Are all partners section 501(c)(3) organizations? Yes No Share of total income (9) hare of end?of?year assets Disproprtionate allocations? Yes No (I) Code amount in box of Schedule K-l (Form 1065) (R) General or Percentage managing ownership partner? Yes No Schedule (Form 990) 2016 Schedule (Form 990) 2016 Page 5 Supplemental Information Prowde additional Information for responses to questions on Schedule (see instructions) Schedule (Form 9903 2016