TY 2010 Form 990

(A) Name and Title	(B) Average hours per week (describe hours for related organizations in Schedule O)	(C) Position (check all that apply)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) GREG JOBIN-LEEDS CO-CHAIR	1.00	X	X			0	0	0
(2) BAISHALI RINKU SEN CO-CHAIR	1.00	X	X			0	0	0
(3) MICHELLE COFFEY CLERK	1.00	X	X			0	0	0
(4) MARIA JOBIN-LEEDS TREASURER	1.00	X	X			0	0	0
(5) MAISIE CHIN BOARD DIRECTOR	1.00	X				0	0	0
(6) ANDREW GILLUM BOARD DIRECTOR	1.00	X				0	0	0
(7) JACKIE JENKINS-SCOTT BOARD DIRECTOR	1.00	X				0	0	0
(8) GERARD LEEDS BOARD DIRECTOR	1.00	X				0	0	0
(9) LILO LEEDS BOARD DIRECTOR	1.00	X				0	0	0
(10) IAN INABA BOARD DIRECTOR	1.00	X				0	0	0
(11) DEBORAH LABELLE BOARD DIRECTOR	1.00	X				0	0	0
(12) ALVIN LOUIS STARKS BOARD DIRECTOR	1.00	X				0	0	0
(13) JOHN H JACKSON PRESIDENT/CEO, EX-OFFICIO	40.00		X			362,773	0	36,725
(14) ALFRED T MILLER JR SENIOR VP OF OPERATIONS	40.00		X			133,231	0	39,941
(15) CASSIE SCHWERNER SENIOR VP OF PROGRAMS	40.00			X		156,038	0	56,386
(16) ANN E BEAUDRY VP OF DEVELOPMENT & STRATEGY	40.00				X	108,086	0	12,755

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21	1,563,054	1,563,054
2	Grants and other assistance to individuals in the U.S. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	641,640	352,660	173,830	115,150
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	541,189	379,638	130,583	30,968
8	Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ....	52,744	33,045	13,310	6,389
9	Other employee benefits .......	182,192	113,814	46,202	22,176
10	Payroll taxes ...........	92,539	58,309	23,128	11,102
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	25,632	2,995	22,637
c	Accounting ...........	86,829		86,829
d	Lobbying ...........
e	Professional fundraising. See Part IV, line 17..
f	Investment management fees ......	10,173		10,173
g	Other ..........	328,706	291,307	37,019	380
12	Advertising and promotion ....	1,535		1,535
13	Office expenses .......	146,938	30,563	115,739	636
14	Information technology ......	101,504	92,892	8,612
15	Royalties ..
16	Occupancy ...........	209,318	105,766	91,520	12,032
17	Travel ............	184,600	141,199	42,458	943
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	27,637	11,365	16,272
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	23,160	7,291	15,127	742
23	Insurance ..............	10,555	142	10,413
24	Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a	TELEPHONE	46,584	27,556	18,277	751
b	PRINTING & PUBLICATIONS	31,727	27,122	4,244	361
c	SUPPLIES	12,374	6,451	5,618	305
d	POSTAGE & SHIPPING	8,490	5,557	2,814	119
e	REPORT PRODUCTION	6,500	6,500
f	All other expenses	14,181	7,312	6,869
25	Total functional expenses. Add lines 1 through 24f	4,349,801	3,264,538	883,209	202,054
26	Joint costs. Check here if following SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation

Part X Balance Sheet
	1	Cashnon-interest-bearing ..........	80,687	1	326,241
2	Savings and temporary cash investments .......	1,367,051	2	1,141,879
3	Pledges and grants receivable, net .........		3
4	Accounts receivable, net .........	390,280	4	9,318,497
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........		5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........		6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ............	6,049	9	34,280
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	135,144
b	Less: accumulated depreciation. .....	10b	86,790	22,042	10c	48,354
11	Investments—publicly traded securities ..........	843,591	11	1,061,270
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 ...........	1,262	15	28,904
16	Total assets. Add lines 1 through 15 (must equal line 34)...	2,710,962	16	11,959,425
	17	Accounts payable and accrued expenses .	170,225	17	161,170
18	Grants payable ..........	727,150	18	500,000
19	Deferred revenue ..........		19
20	Tax-exempt bond liabilities ..........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities. Complete Part X of Schedule D.....		25
26	Total liabilities. Add lines 17 through 25.....	897,375	26	661,170
		Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....	1,219,438	27	1,248,735
28	Temporarily restricted net assets .....	594,149	28	10,049,520
29	Permanently restricted net assets .....		29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances .....	1,813,587	33	11,298,255
34	Total liabilities and net assets/fund balances .....	2,710,962	34	11,959,425

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches. section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). 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(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

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 business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. Seesection 509(a)(4).

An organization organized and operated exclusively 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 that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Other

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the the supported organization? ................

11g(i)

(ii) a family member of a person described in (i) above? ......................

11g(ii)

(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of support?
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of support?


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2010

Page 2

Part II

Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	3,318,389	4,158,300	5,270,100	3,043,575	13,558,997	29,349,361
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3..	3,318,389	4,158,300	5,270,100	3,043,575	13,558,997	29,349,361
5	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 (f)..						21,247,050
6	Public Support. Subtract line 5 from line 4.						8,102,311

Section B. Total Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
7	Amounts from line 4..	3,318,389	4,158,300	5,270,100	3,043,575	13,558,997	29,349,361
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	23,448	47,688	28,444	22,008	18,939	140,527
9	Net income from unrelated business activities, whether or not the business is regularly carried on..	25,000	30,000	35,000	35,000	35,000	160,000
10	Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..				34,258	16,850	51,108
11	Total support (Add lines 7 through 10).						29,700,996

Gross receipts from related activities, etc. (See instructions.) ..................

65,675

First Five Years If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.......................................... right arrow

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f)) .........

27.280 %

Public Support Percentage for 2009 Schedule A, Part II, line 14 ...............

24.400 %

16a

33 1/3% support test—2010. 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 ...................... right arrow

33 1/3% support test—2009. If the organization did not check the 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 ..................... right arrow

17a

10%-facts-and-circumstances test—2010. 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 IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization .................................................. right arrow

10%-facts-and-circumstances test—2009. 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 IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly
supported organization .............................................. right arrow

Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions ................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 3

Part III

Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year(or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public Support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2006	(b) 2007	(c) 2008	(d) 2009	(e) 2010	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13	Total support (Add lines 9, 10c, 11 and 12.).

Section C. Computation of Public Support Percentage

Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f)) .........

Public support percentage from 2009 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f)) ......

Investment income percentage from 2009 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .......... right arrow

33 1/3% support tests—2009. 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 not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2010

Page 4

Part IV

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
THE SCHOTT FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TESTTHE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (THE "FOUNDATION") QUALIFIES AS A "PUBLICLY SUPPORTED" ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE BECAUSE IT SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST SET FORTH IN TREAS. REG. 1.170A-9(F)(3). THE FOUNDATION NORMALLY RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF SOLICITATION OF PUBLIC SUPPORT. MOREOVER, THE FOUNDATION MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATIONS AS BEING INDICATIVE OF PUBLIC SUPPORT:1.PERCENTAGE OF FINANCIAL SUPPORT. TREAS. REG. 1.170A-9(F)(3)(III).DURING THE FIVE-YEAR PERIOD ENDING ON JUNE 30, 2011, THE PORTION OF THE FOUNDATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 27.50%, WELL IN EXCESS OF THE 10% THRESHOLD.2.SOURCES OF SUPPORT. TREAS. REG. 1.170A-9(F)(3)(IV).DURING THE PAST FIVE TAX YEARS, THE FOUNDATION HAS RECEIVED CONTRIBUTIONS FROM A RANGE OF DONORS, INCLUDING PRIVATE INDIVIDUALS AND FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS AND PUBLIC CHARITIES.3.REPRESENTATIVE GOVERNING BODY. TREAS. REG. 1.170A-9(F)(3)(V). THE FOUNDATION'S TWELVE-MEMBER BOARD OF DIRECTORS CLEARLY REPRESENTS BROAD PUBLIC INTERESTS. A MAJORITY OF THE DIRECTORS MEET THIS REQUIREMENT BECAUSE THEY ARE PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AS SUCH, PERSONS HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE EDUCATION FIELD IN WHICH THE FOUNDATION OPERATES, AND OTHERS WHO REPRESENT A BROAD CROSS-SECTION OF THE COMMUNITY. SEE TREAS. REG. 1.170A-9(F)(3)(V). THE FOLLOWING ARE BRIEF BIOGRAPHIES OF THE FOUNDATION'S DIRECTORS.GREG JOBIN-LEEDS: GREG JOBIN-LEEDS IS CO-FOUNDER AND CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. IN 1993, UNDER MR. JOBIN-LEEDS' LEADERSHIP, SCHOTT BEGAN FUNDING THE CAMPAIGN FOR FISCAL EQUITY (CFE) AND LATER HELPED FOUND THE ALLIANCE FOR QUALITY EDUCATION (AQE). SCHOTT RECRUITED THE LEADERSHIP AND PROVIDED THE START-UP FUNDING FOR THE EARLY EDUCATION FOR ALL (EEA) CAMPAIGN IN MASSACHUSETTS, AND REGULARLY PUBLISHES STATE REPORT CARDS ON "PUBLIC EDUCATION AND BLACK MALE STUDENTS." IN PARTNERSHIP WITH TEACHER'S COLLEGE AND COLUMBIA UNIVERSITY, MR. JOBIN-LEEDS HELPED LAUNCH THE NATIONAL ACADEMY FOR EXCELLENT TEACHING TO IMPROVE TEACHING IN URBAN SCHOOLS. MR. JOBIN-LEEDS IS THE FOUNDING CHAIR OF PROGRESSIVE MAJORITY'S LEADERSHIP CIRCLE, WHICH IS HIGHLY SUCCESSFUL AT ELECTING BOLD STATE CANDIDATES COMMITTED TO RACIAL AND ECONOMIC JUSTICE, PUBLIC EDUCATION AND HEALTH CARE. HE IS A FOUNDING EXECUTIVE BOARD MEMBER OF CONGRESSWOMAN BARBARA LEE'S ONE VOICE PAC, WHICH IS SUCCESSFUL IN ELECTING PROGRESSIVE FEDERAL CANDIDATES WHO HAVE STRONG PLATFORMS ON PUBLIC EDUCATION, RACIAL AND ECONOMIC JUSTICE. EARLY IN HIS CAREER, HE WORKED AS A HIGH SCHOOL ENGLISH TEACHER, THEN HE TRAINED ADULT LITERACY TEACHERS AND MORE RECENTLY HE HAS WORKED TO INCREASE POLITICAL ACCESS FOR DISENFRANCHISED POPULATIONS. MR. JOBIN-LEEDS HAS A MASTER'S DEGREE FROM TEACHER'S COLLEGE, COLUMBIA UNIVERSITY, AND MORE THAN TWENTY-FIVE YEARS OF EDUCATION, PUBLIC POLICY, MEDIA, COMMUNITY ORGANIZING AND LEADERSHIP EXPERIENCE.LILO LEEDS: LILO J. LEEDS CREATED THE FIRST ON-SITE DAY CARE AND INFANT CARE CENTER ON LONG ISLAND AT CMP MEDIA INC. SHE ALSO STARTED AN AFTER SCHOOL ON-SITE CENTER AND A SUMMER DAY CAMP FOR CMP MEDIA INC. EMPLOYEE'S SCHOOL AGED CHILDREN. LILO LEEDS IS CO-FOUNDER AND CO-CHAIRPERSON OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, A NON-PROFIT ORGANIZATION COMMITTED TO ECONOMIC AND SOCIAL CHANGE IN DISADVANTAGED COMMUNITIES THROUGH EDUCATION AND YOUTH PROGRAMS. SHE AND HER HUSBAND GERARD, CREATED THE MANHASSET-BASED INSTITUTE IN 1990. CORPORATE ENTREPRENEURS, GERARD AND LILO LEEDS, CO-FOUNDED CMP MEDIA INC., A LEADING PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES AND INFORMATION SERVICES SPECIALIZING IN HIGH TECHNOLOGY. LILO LEEDS IS ONE OF THE FOUNDERS AND DIRECTORS OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AN ORGANIZATION DEVOTED TO DEVELOPING AND STRENGTHENING THE MOVEMENT FOR EQUITY IN EDUCATION AND CHILDCARE. LILO LEEDS IS A MEMBER OF THE CHILD CARE COUNCIL OF NASSAU COUNTY, THE GREAT NECK/MANHASSET COMMUNITY CHILD CARE PARTNERSHIP, AND SERVES ON THE ADVISORY BOARD OF THE ARNOLD AND JOAN SALTZMAN/HOFSTRA CHILD CARE CENTER. LILO LEEDS WAS AN ASSOCIATE TRUSTEE OF NORTH SHORE UNIVERSITY HOSPITAL AND IS ON THE BOARD OF THE NORTH SHORE CHILD & FAMILY GUIDANCE. LILO LEEDS SERVES AS AN HONOREE OF WOMEN ON THE JOB, WAS NAMED "WOMAN OF THE YEAR" BY THE LONG ISLAND ASSOCIATION, WAS AN HONOREE OF THE NATIONAL ORGANIZATION OF WOMEN AND RECEIVED THE BARBARA KRAMER MEMORIAL AWARD FROM THE PORT WASHINGTON CHILDREN'S CENTER. MR. AND MRS. LEEDS WERE RECOGNIZED AS HONORARY CITIZENS OF ROOSEVELT FOR THEIR WORK WITH THE STAR PROGRAM FOR THE ROOSEVELT HIGH SCHOOL, AND FOR THE "WRITING TO READ" PROGRAM FOR KINDERGARTEN AND FIRST GRADE, IN WESTBURY. MRS. LEEDS IS A REFUGEE FROM HITLER GERMANY AND CAME TO THE US IN 1939. SHE HOLDS A B.S. IN MATHEMATICS FROM QUEENS COLLEGE AND AN M.A. FROM SUNY AT STONY BROOK. SHE RECEIVED AN HONORARY DOCTORATE FROM BOTH INSTITUTIONS. MRS. LEEDS IS A LONG-TIME RESIDENT OF LONG ISLAND AND HAS FIVE GROWN CHILDREN. BAISHALI RINKU SEN: BAISHALI RINKU SEN IS CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. A LEADING FIGURE IN THE RACIAL JUSTICE MOVEMENT, BAISHALI HAS POSITIONED THE APPLIED RESEARCH CENTER (ARC) AS THE HOME FOR MEDIA AND ACTIVISM ON RACIAL JUSTICE. SHE HAS EXTENSIVE EXPERTISE IN RACE, FEMINISM, IMMIGRATION AND ECONOMIC JUSTICE. OVER THE COURSE OF HER CAREER, BAISHALI HAS WOVEN TOGETHER JOURNALISM AND ORGANIZING TO FURTHER SOCIAL CHANGE. SHE ALSO HAS SIGNIFICANT EXPERIENCE IN PHILANTHROPY, AS VICE CHAIR OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AND AS AN ADVISORY COMMITTEE MEMBER OF THE PHILANTHROPIC INITIATIVE FOR RACIAL EQUITY. PREVIOUSLY, SHE WAS THE CO-DIRECTOR OF THE CENTER FOR THIRD WORLD ORGANIZING. BAISHALI HAS WRITTEN EXTENSIVELY ABOUT IMMIGRATION, COMMUNITY ORGANIZING AND WOMEN'S LIVES FOR A WIDE VARIETY OF PUBLICATIONS INCLUDING THE HUFFINGTON POST, JACK AND JILL POLITICS, THE SAN FRANCISCO CHRONICLE, FORBES.COM, ALTERNET, TOMPAINE.COM, AND RACEWIRE. HER BOOK, STIR IT UP: LESSONS IN COMMUNITY ORGANIZING (JOSSEY-BASS) WAS COMMISSIONED BY THE MS. FOUNDATION FOR WOMEN AND RELEASED IN THE FALL OF 2003. HER LATEST BOOK, THE ACCIDENTAL AMERICAN: IMMIGRATION AND CITIZENSHIP IN THE AGE OF GLOBALIZATION (BERRETT-KOEHLER) WON THE NAUTILUS BOOK AWARD SILVER MEDAL. PREVIOUSLY, BAISHALI SERVED AS THE COMMUNICATIONS DIRECTOR AND THE DIRECTOR OF THE TRANSNATIONAL RACIAL JUSTICE INITIATIVE AT ARC. BAISHALI STARTED HER ORGANIZING CAREER AS A STUDENT ACTIVIST AT BROWN UNIVERSITY, FIGHTING RACE, GENDER AND CLASS DISCRIMINATION ON CAMPUSES. SHE RECEIVED A B.A. IN WOMEN'S STUDIES FROM BROWN UNIVERSITY IN 1988 AND AN M.S. IN JOURNALISM AT COLUMBIA UNIVERSITY IN 2005. HER AWARDS AND HONORS INCLUDE THE 2009 NORTHSTAR FUND NEWS PRIZE, THE 2008 PROGRESSIVE LEADERSHIP AWARD FROM CITIZEN ACTION OF NEW YORK, AND BEING NAMED BY UTNE READER ONE OF THE FIFTY ACTIVISTS, ARTISTS, SCIENTISTS, AND NON-CONFORMISTS WHO MADE THEIR LIST OF VISIONARIES WORKING IN SOCIAL JUSTICE AND COMMUNITY ORGANIZATION, TRANSFORMING TECHNOLOGY AND THE WORLD IN 2008.MICHELLE COFFEY: AS EXECUTIVE DIRECTOR, MICHELLE COFFEY DESIGNS, IMPLEMENTS AND FURTHERS THE STRATEGIC AGENDA, LEADERSHIP AND VISION OF LAMBENT FOUNDATION. THROUGH INNOVATIVE GRANT MAKING, LAMBENT FOUNDATION SUPPORTS THE INTERSECTIONS OF ARTS AND CULTURE AS CRITICAL STRATEGIES FOR SOCIAL CHANGE. PRIOR TO THE CREATION OF LAMBENT FOUNDATION IN JANUARY 2009, MS. COFFEY WAS DIRECTOR OF STARRY NIGHT FUND AND SENIOR PHILANTHROPIC ADVISOR AT TIDES FOUNDATION. WITH A GLOBAL LENS, HER AREAS OF FOCUS INCLUDED HUMAN RIGHTS, WOMEN/GIRLS, CRIMINAL JUSTICE REFORM, ARTS AND CULTURE AND HIV/AIDS. MICHELLE COFFEY JOINED TIDES AS A PROGRAM OFFICER IN THE NEW YORK OFFICE IN 2001. PRIOR TO JOINING TIDES, SHE WORKED ON NATIONAL CULTURAL POLICY ISSUES AND SERVED AS A PROGRAM OFFICER FOR THE NEW YORK FOUNDATION FOR THE ARTS. IN ADDITION, SHE SERVES ON THE BOARDS OF THE CULTURE PROJECT, THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION AND THE BROWNSVILLE MULTI-SERVICE FAMILY HEALTH CARE CENTER IN EAST NEW YORK.ANDREW GILLUM: CITY COMMISSIONER ANDREW D. GILLUM, AN ALUMNUS OF FLORIDA A&M UNIVERSITY (FAMU), FORMER PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION, AND FAMU'S FIRST STUDENT MEMBER OF THE BOARD OF TRUSTEES BECAME THE YOUNGEST PERSON EVER ELECTED TO THE FOUR-MEMBER TALLAHASSEE CITY COMMISSION IN FEBRUARY 2003. WHEN ELECTED AT THE AGE OF 23, HE WAS A STUDENT MAJORING IN POLITICAL SCIENCE. PASSION FOR PUBLIC SERVICE, AND THE ABILITY TO MOTIVATE AND MOBILIZE PEOPLE TO ACTION GARNERED HIS RE-ELECTION IN AUGUST 2004 TO A FOUR YEAR TERM ON THE COMMISSION.

Facts And Circumstances Test

THE SCHOTT FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TESTTHE SCHOTT FOUNDATION FOR PUBLIC EDUCATION (THE "FOUNDATION") QUALIFIES AS A "PUBLICLY SUPPORTED" ORGANIZATION UNDER SECTION 170(B)(1)(A)(VI) OF THE CODE BECAUSE IT SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST SET FORTH IN TREAS. REG. 1.170A-9(F)(3). THE FOUNDATION NORMALLY RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM OF SOLICITATION OF PUBLIC SUPPORT. MOREOVER, THE FOUNDATION MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATIONS AS BEING INDICATIVE OF PUBLIC SUPPORT:1.PERCENTAGE OF FINANCIAL SUPPORT. TREAS. REG. 1.170A-9(F)(3)(III).DURING THE FIVE-YEAR PERIOD ENDING ON JUNE 30, 2011, THE PORTION OF THE FOUNDATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 27.50%, WELL IN EXCESS OF THE 10% THRESHOLD.2.SOURCES OF SUPPORT. TREAS. REG. 1.170A-9(F)(3)(IV).DURING THE PAST FIVE TAX YEARS, THE FOUNDATION HAS RECEIVED CONTRIBUTIONS FROM A RANGE OF DONORS, INCLUDING PRIVATE INDIVIDUALS AND FAMILIES, CORPORATIONS, PRIVATE FOUNDATIONS AND PUBLIC CHARITIES.3.REPRESENTATIVE GOVERNING BODY. TREAS. REG. 1.170A-9(F)(3)(V). THE FOUNDATION'S TWELVE-MEMBER BOARD OF DIRECTORS CLEARLY REPRESENTS BROAD PUBLIC INTERESTS. A MAJORITY OF THE DIRECTORS MEET THIS REQUIREMENT BECAUSE THEY ARE PUBLIC OFFICIALS ACTING IN THEIR CAPACITIES AS SUCH, PERSONS HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE EDUCATION FIELD IN WHICH THE FOUNDATION OPERATES, AND OTHERS WHO REPRESENT A BROAD CROSS-SECTION OF THE COMMUNITY. SEE TREAS. REG. 1.170A-9(F)(3)(V). THE FOLLOWING ARE BRIEF BIOGRAPHIES OF THE FOUNDATION'S DIRECTORS.GREG JOBIN-LEEDS: GREG JOBIN-LEEDS IS CO-FOUNDER AND CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. IN 1993, UNDER MR. JOBIN-LEEDS' LEADERSHIP, SCHOTT BEGAN FUNDING THE CAMPAIGN FOR FISCAL EQUITY (CFE) AND LATER HELPED FOUND THE ALLIANCE FOR QUALITY EDUCATION (AQE). SCHOTT RECRUITED THE LEADERSHIP AND PROVIDED THE START-UP FUNDING FOR THE EARLY EDUCATION FOR ALL (EEA) CAMPAIGN IN MASSACHUSETTS, AND REGULARLY PUBLISHES STATE REPORT CARDS ON "PUBLIC EDUCATION AND BLACK MALE STUDENTS." IN PARTNERSHIP WITH TEACHER'S COLLEGE AND COLUMBIA UNIVERSITY, MR. JOBIN-LEEDS HELPED LAUNCH THE NATIONAL ACADEMY FOR EXCELLENT TEACHING TO IMPROVE TEACHING IN URBAN SCHOOLS. MR. JOBIN-LEEDS IS THE FOUNDING CHAIR OF PROGRESSIVE MAJORITY'S LEADERSHIP CIRCLE, WHICH IS HIGHLY SUCCESSFUL AT ELECTING BOLD STATE CANDIDATES COMMITTED TO RACIAL AND ECONOMIC JUSTICE, PUBLIC EDUCATION AND HEALTH CARE. HE IS A FOUNDING EXECUTIVE BOARD MEMBER OF CONGRESSWOMAN BARBARA LEE'S ONE VOICE PAC, WHICH IS SUCCESSFUL IN ELECTING PROGRESSIVE FEDERAL CANDIDATES WHO HAVE STRONG PLATFORMS ON PUBLIC EDUCATION, RACIAL AND ECONOMIC JUSTICE. EARLY IN HIS CAREER, HE WORKED AS A HIGH SCHOOL ENGLISH TEACHER, THEN HE TRAINED ADULT LITERACY TEACHERS AND MORE RECENTLY HE HAS WORKED TO INCREASE POLITICAL ACCESS FOR DISENFRANCHISED POPULATIONS. MR. JOBIN-LEEDS HAS A MASTER'S DEGREE FROM TEACHER'S COLLEGE, COLUMBIA UNIVERSITY, AND MORE THAN TWENTY-FIVE YEARS OF EDUCATION, PUBLIC POLICY, MEDIA, COMMUNITY ORGANIZING AND LEADERSHIP EXPERIENCE.LILO LEEDS: LILO J. LEEDS CREATED THE FIRST ON-SITE DAY CARE AND INFANT CARE CENTER ON LONG ISLAND AT CMP MEDIA INC. SHE ALSO STARTED AN AFTER SCHOOL ON-SITE CENTER AND A SUMMER DAY CAMP FOR CMP MEDIA INC. EMPLOYEE'S SCHOOL AGED CHILDREN. LILO LEEDS IS CO-FOUNDER AND CO-CHAIRPERSON OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, A NON-PROFIT ORGANIZATION COMMITTED TO ECONOMIC AND SOCIAL CHANGE IN DISADVANTAGED COMMUNITIES THROUGH EDUCATION AND YOUTH PROGRAMS. SHE AND HER HUSBAND GERARD, CREATED THE MANHASSET-BASED INSTITUTE IN 1990. CORPORATE ENTREPRENEURS, GERARD AND LILO LEEDS, CO-FOUNDED CMP MEDIA INC., A LEADING PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES AND INFORMATION SERVICES SPECIALIZING IN HIGH TECHNOLOGY. LILO LEEDS IS ONE OF THE FOUNDERS AND DIRECTORS OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AN ORGANIZATION DEVOTED TO DEVELOPING AND STRENGTHENING THE MOVEMENT FOR EQUITY IN EDUCATION AND CHILDCARE. LILO LEEDS IS A MEMBER OF THE CHILD CARE COUNCIL OF NASSAU COUNTY, THE GREAT NECK/MANHASSET COMMUNITY CHILD CARE PARTNERSHIP, AND SERVES ON THE ADVISORY BOARD OF THE ARNOLD AND JOAN SALTZMAN/HOFSTRA CHILD CARE CENTER. LILO LEEDS WAS AN ASSOCIATE TRUSTEE OF NORTH SHORE UNIVERSITY HOSPITAL AND IS ON THE BOARD OF THE NORTH SHORE CHILD & FAMILY GUIDANCE. LILO LEEDS SERVES AS AN HONOREE OF WOMEN ON THE JOB, WAS NAMED "WOMAN OF THE YEAR" BY THE LONG ISLAND ASSOCIATION, WAS AN HONOREE OF THE NATIONAL ORGANIZATION OF WOMEN AND RECEIVED THE BARBARA KRAMER MEMORIAL AWARD FROM THE PORT WASHINGTON CHILDREN'S CENTER. MR. AND MRS. LEEDS WERE RECOGNIZED AS HONORARY CITIZENS OF ROOSEVELT FOR THEIR WORK WITH THE STAR PROGRAM FOR THE ROOSEVELT HIGH SCHOOL, AND FOR THE "WRITING TO READ" PROGRAM FOR KINDERGARTEN AND FIRST GRADE, IN WESTBURY. MRS. LEEDS IS A REFUGEE FROM HITLER GERMANY AND CAME TO THE US IN 1939. SHE HOLDS A B.S. IN MATHEMATICS FROM QUEENS COLLEGE AND AN M.A. FROM SUNY AT STONY BROOK. SHE RECEIVED AN HONORARY DOCTORATE FROM BOTH INSTITUTIONS. MRS. LEEDS IS A LONG-TIME RESIDENT OF LONG ISLAND AND HAS FIVE GROWN CHILDREN. BAISHALI RINKU SEN: BAISHALI RINKU SEN IS CO-CHAIR OF THE BOARD OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. A LEADING FIGURE IN THE RACIAL JUSTICE MOVEMENT, BAISHALI HAS POSITIONED THE APPLIED RESEARCH CENTER (ARC) AS THE HOME FOR MEDIA AND ACTIVISM ON RACIAL JUSTICE. SHE HAS EXTENSIVE EXPERTISE IN RACE, FEMINISM, IMMIGRATION AND ECONOMIC JUSTICE. OVER THE COURSE OF HER CAREER, BAISHALI HAS WOVEN TOGETHER JOURNALISM AND ORGANIZING TO FURTHER SOCIAL CHANGE. SHE ALSO HAS SIGNIFICANT EXPERIENCE IN PHILANTHROPY, AS VICE CHAIR OF THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION, AND AS AN ADVISORY COMMITTEE MEMBER OF THE PHILANTHROPIC INITIATIVE FOR RACIAL EQUITY. PREVIOUSLY, SHE WAS THE CO-DIRECTOR OF THE CENTER FOR THIRD WORLD ORGANIZING. BAISHALI HAS WRITTEN EXTENSIVELY ABOUT IMMIGRATION, COMMUNITY ORGANIZING AND WOMEN'S LIVES FOR A WIDE VARIETY OF PUBLICATIONS INCLUDING THE HUFFINGTON POST, JACK AND JILL POLITICS, THE SAN FRANCISCO CHRONICLE, FORBES.COM, ALTERNET, TOMPAINE.COM, AND RACEWIRE. HER BOOK, STIR IT UP: LESSONS IN COMMUNITY ORGANIZING (JOSSEY-BASS) WAS COMMISSIONED BY THE MS. FOUNDATION FOR WOMEN AND RELEASED IN THE FALL OF 2003. HER LATEST BOOK, THE ACCIDENTAL AMERICAN: IMMIGRATION AND CITIZENSHIP IN THE AGE OF GLOBALIZATION (BERRETT-KOEHLER) WON THE NAUTILUS BOOK AWARD SILVER MEDAL. PREVIOUSLY, BAISHALI SERVED AS THE COMMUNICATIONS DIRECTOR AND THE DIRECTOR OF THE TRANSNATIONAL RACIAL JUSTICE INITIATIVE AT ARC. BAISHALI STARTED HER ORGANIZING CAREER AS A STUDENT ACTIVIST AT BROWN UNIVERSITY, FIGHTING RACE, GENDER AND CLASS DISCRIMINATION ON CAMPUSES. SHE RECEIVED A B.A. IN WOMEN'S STUDIES FROM BROWN UNIVERSITY IN 1988 AND AN M.S. IN JOURNALISM AT COLUMBIA UNIVERSITY IN 2005. HER AWARDS AND HONORS INCLUDE THE 2009 NORTHSTAR FUND NEWS PRIZE, THE 2008 PROGRESSIVE LEADERSHIP AWARD FROM CITIZEN ACTION OF NEW YORK, AND BEING NAMED BY UTNE READER ONE OF THE FIFTY ACTIVISTS, ARTISTS, SCIENTISTS, AND NON-CONFORMISTS WHO MADE THEIR LIST OF VISIONARIES WORKING IN SOCIAL JUSTICE AND COMMUNITY ORGANIZATION, TRANSFORMING TECHNOLOGY AND THE WORLD IN 2008.MICHELLE COFFEY: AS EXECUTIVE DIRECTOR, MICHELLE COFFEY DESIGNS, IMPLEMENTS AND FURTHERS THE STRATEGIC AGENDA, LEADERSHIP AND VISION OF LAMBENT FOUNDATION. THROUGH INNOVATIVE GRANT MAKING, LAMBENT FOUNDATION SUPPORTS THE INTERSECTIONS OF ARTS AND CULTURE AS CRITICAL STRATEGIES FOR SOCIAL CHANGE. PRIOR TO THE CREATION OF LAMBENT FOUNDATION IN JANUARY 2009, MS. COFFEY WAS DIRECTOR OF STARRY NIGHT FUND AND SENIOR PHILANTHROPIC ADVISOR AT TIDES FOUNDATION. WITH A GLOBAL LENS, HER AREAS OF FOCUS INCLUDED HUMAN RIGHTS, WOMEN/GIRLS, CRIMINAL JUSTICE REFORM, ARTS AND CULTURE AND HIV/AIDS. MICHELLE COFFEY JOINED TIDES AS A PROGRAM OFFICER IN THE NEW YORK OFFICE IN 2001. PRIOR TO JOINING TIDES, SHE WORKED ON NATIONAL CULTURAL POLICY ISSUES AND SERVED AS A PROGRAM OFFICER FOR THE NEW YORK FOUNDATION FOR THE ARTS. IN ADDITION, SHE SERVES ON THE BOARDS OF THE CULTURE PROJECT, THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION AND THE BROWNSVILLE MULTI-SERVICE FAMILY HEALTH CARE CENTER IN EAST NEW YORK.ANDREW GILLUM: CITY COMMISSIONER ANDREW D. GILLUM, AN ALUMNUS OF FLORIDA A&M UNIVERSITY (FAMU), FORMER PRESIDENT OF THE STUDENT GOVERNMENT ASSOCIATION, AND FAMU'S FIRST STUDENT MEMBER OF THE BOARD OF TRUSTEES BECAME THE YOUNGEST PERSON EVER ELECTED TO THE FOUR-MEMBER TALLAHASSEE CITY COMMISSION IN FEBRUARY 2003. WHEN ELECTED AT THE AGE OF 23, HE WAS A STUDENT MAJORING IN POLITICAL SCIENCE. PASSION FOR PUBLIC SERVICE, AND THE ABILITY TO MOTIVATE AND MOBILIZE PEOPLE TO ACTION GARNERED HIS RE-ELECTION IN AUGUST 2004 TO A FOUR YEAR TERM ON THE COMMISSION.

Explanation
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: COMMISSIONER GILLUM HAS HELD PROMINENT LEADERSHIP ROLES SUCH AS MAYOR PRO TEM, CHAIRMAN-CAPITAL REGION TRANSPORTATION PLANNING AGENCY AND LEAD COMMISSIONER FOR THE LONG RANGE COMMUNITY BASED TARGET ISSUE COMMITTEE. IN KEEPING WITH HIS MANTRA TO UPLIFT AND BUILD THE COLLECTIVE COMMUNITY, ANDREW HAS CHAMPIONED SEVERAL COMMUNITY INITIATIVES INCLUDING THE NIMS MIDDLE SCHOOL DIGITAL HARMONY PILOT PROGRAM, THE LANDLORD TENANT MEDIATION PROGRAM; THE CODE ENFORCEMENT AMNESTY PROGRAM; AND THE CREATION OF THE SILVER LAKE NEIGHBORHOOD PARK. COMMISSIONER GILLUM SERVED AS FIELD ORGANIZER AND STATEWIDE DIRECTOR OF THE "ARRIVE WITH 5" PROGRAM WITH PEOPLE FOR THE AMERICAN WAY FOUNDATION (PFAWF). HE ORGANIZED THE LARGEST "ARRIVE WITH 5" GET-OUT-THE-VOTE CAMPAIGN IN FLORIDA'S HISTORY. HE ALSO WORKED AS DEPUTY POLITICAL DIRECTOR WITH THE FLORIDA DEMOCRATIC PARTY. HE WAS THE INAUGURAL NATIONAL DIRECTOR OF THE YOUNG ELECTED OFFICIALS NETWORK WITH PFAWF, IN WHICH HE INITIATED AND SPEARHEADED A PROGRAM THAT UNITES ELECTED OFFICIALS AGE 35 AND UNDER IN A NETWORK THAT SUPPORTS THEM WITH LEADERSHIP AND PERSONAL DEVELOPMENT TRAINING AND PUBLIC POLICY SUPPORT. HIS SUCCESS GARNERED HIM THE POSITION OF DIRECTOR OF YOUTH LEADERSHIP PROGRAMS FOR PFAWF. IN THIS ROLE HE OVERSEES THE STRATEGIC PLANNING, IMPLEMENTATION, AND DEVELOPMENT OF THREE PROGRAM AREAS: YOUNG PEOPLE FOR, YOUNG ELECTED OFFICIALS NETWORK, AND THE YOUNG PROFESSIONALS ACTIVIST NETWORK. COMMISSIONER GILLUM SERVES AS A MEMBER OF THE BOARD OF DIRECTORS FOR THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION. HE ALSO HAS BEEN RECOGNIZED AS AN EMERGING LEADER BY THE CONGRESSIONAL BLACK CAUCUS, JET MAGAZINE, EBONY MAGAZINE, THE ASSOCIATION OF TRIAL LAWYERS FOR AMERICA (ATLA), THE DRUM MAJOR INSTITUTE, IMPACT AND FAMU'S DR. MARTIN LUTHER KING JR. LEADERSHIP AWARD. GERARD LEEDS: GERARD LEEDS IS A CO-FOUNDER AND MEMBER OF THE BOARD OF DIRECTORS OF THE INSTITUTE FOR STUDENT ACHIEVEMENT, INC., WHICH HE FOUNDED WITH HIS WIFE, LILO, IN 1990. IN 1971, PRIOR TO ESTABLISHING THE INSTITUTE, GERARD AND LILO LEEDS FOUNDED CMP MEDIA INC., A MAJOR PUBLISHER OF BUSINESS NEWSPAPERS, MAGAZINES, INTERNET AND OTHER INFORMATION SERVICES FOR THE HIGH-TECH INDUSTRIES. THE COMPANY'S SOCIALLY RESPONSIBLE POLICIES PLACED IT IN FORTUNE MAGAZINE AS ONE OF THE 100 BEST COMPANIES TO WORK FOR, AND IN WORKING MOTHER, AS ONE OF THE BEST COMPANIES FOR WOMEN WORKERS. THE COMPANY INSTITUTED A MAJOR ON-SITE CHILDCARE CENTER, A STRONG DIVERSITY PROGRAM, AND AN ACTIVE EMPLOYEE-RUN FOUNDATION. IN 1988, GERARD AND LILO LEEDS TRANSFERRED THE MANAGEMENT OF THE COMPANY TO THE NEXT GENERATION AND MICHAEL LEEDS TOOK OVER AS PRPRESIDENT AND CEO. THE LEEDS MADE THE CHALLENGE OF EDUCATING CHILDREN AT RISK THEIR PRINCIPAL FOCUS. IN ADDITION TO FOUNDING THE INSTITUTE FOR STUDENT ACHIEVEMENT, THEY ARE ON THE BOARDS OF SEVERAL OTHER ORGANIZATIONS WORKING ON EDUCATION ISSUES. THESE INCLUDE THE ALLIANCE FOR EXCELLENT EDUCATION, LOCATED IN WASHINGTON, DC, WHOSE GOAL IS TO MAKE EXCELLENT EDUCATION FOR ALL CHILDREN A REALITY, AND THE THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION IN BOSTON, WHICH FOCUSES ON EARLY CARE IN EDUCATION AND FUNDING FOR QUALITY EDUCATION. GERARD AND LILO LEEDS ARE BOTH IMMIGRANTS TO THE UNITED STATES, AND CONSIDER THEIR WORK IN EDUCATION A WAY TO RETURN TO SOCIETY SOME OF THE BUSINESS AND PERSONAL SUCCESS THAT AMERICA HAS ALLOWED THEM TO ACHIEVE. GERARD AND LILO LEEDS ARE RECIPIENTS OF A LARGE NUMBER OF CIVIC AWARDS, INCLUDING SOCIALLY RESPONSIBLE ENTREPRENEURS OF THE YEAR, LIA HUMANITARIAN AWARD, OUTSTANDING PHILANTHROPISTS OF THE YEAR FOR NSFRE/L.I., WERE HONORED BY THE URBAN LEAGUE OF L.I., THE NYS CHAPTER OF NAACP, THE NYS UNITED TEACHERS ASSOCIATION, AND THE AMERICAN JEWISH COMMITTEE. THEY WERE CITED BY NEWSDAY IN ITS REPORT ON "100 WHO SHAPED A CENTURY". MR. LEEDS HOLDS A BACHELOR OF ARTS AND SCIENCE AND AN HONORARY DOCTORATE FROM ADELPHI UNIVERSITY, AND A MASTERS OF ARTS AND AN HONORARY DOCTORATE FROM THE STATE UNIVERSITY OF NEW YORK AT STONYBROOK. HE HAS TAUGHT MANAGEMENT AT LONG ISLAND UNIVERSITY AND HOFSTRA UNIVERSITY, AND LECTURES ANNUALLY TO MBA STUDENTS ON SOCIALLY RESPONSIBLE BUSINESS MANAGEMENT. MARIA JOBIN-LEEDS: AS CO-FOUNDER AND MANAGING PARTNER OF THE JOBIN-LEEDS PARTNERSHIP FOR DEMOCRACY AND EDUCATION, LLC, MARIA WITH HER SPOUSE GREG PLANS AND DIRECTS THE FIRM'S RESEARCH, INVESTMENTS, PROGRAMS, CLIENT SERVICES, GRANTS MANAGEMENT, STRATEGIC ALLIANCES, COMMUNICATIONS AND OPERATIONS. SHE IS LEADING THE PARTNERSHIP'S FORMATION OF A PIPELINE FOR PROGRESSIVE WOMEN CANDIDATES IN MASSACHUSETTS. FOR MORE THAN A DECADE, MARIA HAS MARSHALED RESOURCES FOR CANDIDATES AND BALLOT QUESTIONS THAT MOTIVATE THE ELECTORATE AND SPEAK TO ISSUES THAT ARE IMPORTANT TO LOW INCOME COMMUNITIES, AFRICAN AMERICANS, LATINOS, IMMIGRANTS AND WOMEN. MARIA'S CAREER IN PHILANTHROPY AND CIVIC ENGAGEMENT BEGAN AT AN EARLY AGE FROM WATCHING AND HELPING HER PARENTS IN THEIR EFFORTS ON CIVIL RIGHTS AND FEMINISM AND GLOBAL CITIZENSHIP. SHE WAS BORN AND LIVED IN PUERTO RICO AS A CHILD, AND SHE SPENT TIME IN THE SUDAN AS A COLLEGE STUDENT, WHERE HER EDUCATION ABOUT THE PRIVILEGES OF CLASS, RACE AND GENDER BEGAN. MARIA STARTED HER EDUCATION CAREER AS A HEALTH AND BIOLOGY TEACHER IN A PAROCHIAL, INNER-CITY HIGH SCHOOL. SHE SPENT THE FIRST TEN YEARS OF THE HIV/AIDS EPIDEMIC PROVIDING COUNSELING TO PEOPLE TESTING POSITIVE FOR HIV AND TRAINING AIDS EDUCATORS. SHE CAME TO UNDERSTAND THAT ONLY BY ADDRESSING A ROOT CAUSE OF THE EPIDEMIC - THE LACK OF POLITICAL POWER ON THE PART OF PEOPLE AFFECTED - WOULD THERE BE ANY CHANCE FOR SUCCESS IN CURBING THE PROBLEM. IN 1999, MARIA FOUNDED THE ACCESS STRATEGIES FUND. AS CHAIR, WITH THE BOARD AND STAFF, THEY ADDRESS THE POLITICAL ROOT CAUSES OF SOCIAL AND ECONOMIC DISPARITIES. ACCESS STRATEGIES FUNDS AND ASSISTS COMMUNITY BASED ORGANIZATIONS IN UNDERREPRESENTED, LOW-INCOME, COMMUNITIES OF COLOR AND WOMEN'S COMMUNITIES TO MAKE THEIR VOICES HEARD IN THE CREATION OF SOUND PUBLIC POLICIES IN MASSACHUSETTS. THIS COLLABORATIVE, MOVEMENT BUILDING WORK HAS PRODUCED LARGE INCREASES IN VOTER TURNOUT IN URBAN AFRICAN AMERICAN, LATINO AND IMMIGRANT COMMUNITIES IN THE COMMONWEALTH. MARIA RELISHES AND ENCOURAGES THE NOW FREQUENT WINNING CANDIDATES RESULTING FROM COMMUNITY ORGANIZING AND INCREASED VOTER TURNOUT SUPPORTED BY ACCESS AND SHE LOOKS FORWARD TO THE RESULTING SHIFTS IN POLICY AND BUDGET PRIORITIES. MARIA'S STRATEGY IS TO BUILD ORGANIZATIONAL CAPACITY FOR PROGRESSIVES AND TO HELP CREATE OPPORTUNITY FOR THESE PERSONNEL TO BECOME LEADERS AND THEIR ORGANIZATIONS AND ISSUES TO BECOME MAINSTREAM AND PROVIDE FOR THE COMMON GOOD. MARIA HELPED FOUND THE SCHOTT FOUNDATION FOR PUBLIC EDUCATION IN 1991, SHAPING MISSION, STRATEGY, BOARD, SENIOR STAFF AND OUTCOMES, MOST RECENTLY AS CHAIR OF THE STRATEGY COMMITTEE. SCHOTT SUPPORTS THE MOVEMENT FOR HIGH QUALITY EDUCATION BY ELEVATING THE LEADERSHIP OF WOMEN AND SUPPORTING THE GRASSROOTS, BRINGING NATIONAL ATTENTION TO SYSTEMIC DISCRIMINATION AGAINST BLACK BOYS, AND LEADING FUNDING EFFORTS TO BETTER NURTURE ALL CHILDREN. MARIA WAS A GRANTS ADVISOR TO TIDES FOUNDATION VOTER ACTION FUND AND IS ON THE BOARD OF CAMPAIGN FOR AMERICA'S FUTURE/IAF. THE FORMER COMMONWEALTH COALITION OF MASSACHUSETTS BOARD ALSO SOLICITED HER MEMBERSHIP. SHE HAS ADVISED DONORS AND FOUNDATIONS FOCUSED ON ELECTORAL ENGAGEMENT, AND LED WORKSHOPS AT FOUNDATION CONFERENCES SHOWCASING THE WORK OF GRANTEE PARTNERS IN CIVIC ENGAGEMENT. HER FINANCIAL INVESTMENT ACUMEN MARRIES SOCIALLY-RESPONSIBLE INVESTING WITH ABOVE-AVERAGE RETURNS. SHE IS RECOGNIZED BY THE CRITICAL IMPACT AWARD FROM THE COUNCIL ON FOUNDATIONS TO SCHOTT, THE MONSIGNOR ROMERO AWARD FROM THE FOUNDATION FOR SELF SUFFICIENCY IN CENTRAL AMERICA (FSSCA), AND THE MORGENTHAU AWARD FOR HUMAN RIGHTS FROM THE CAMBRIDGE CITY DEMOCRATIC COMMITTEE. SHE WAS A 2008 RECIPIENT OF THE CENTER FOR COMMUNITY CHANGE CHAMPION AWARD HONORING HER EFFORTS IN IMMIGRANT AND POOR PEOPLE'S CIVIC ADVANCEMENT. MARIA HELPED TO ESTABLISHED YOUNG SISTERS FOR JUSTICE AT THE BOSTON WOMEN'S FUND, GETTING GIRLS TO DIRECT PHILANTHROPY TO GIRLS. MARIA EARNED A MASTERS DEGREE FROM THE HARVARD GRADUATE SCHOOL OF EDUCATION AND BACHELOR'S DEGREE FROM COLBY COLLEGE. MAISIE CHIN: MAISIE CHIN IS CO-FOUNDER AND CURRENT DIRECTOR OF CADRE-COMMUNITY ASSET DEVELOPMENT RE-DEFINING EDUCATION, AN INDEPENDENT, GRASSROOTS PARENT MEMBERSHIP ORGANIZATION IN SOUTH LOS ANGELES COMPRISED OF LOW-INCOME AFRICAN AMERICAN AND LATINO PARENTS/CAREGIVERS. AFTER WORKING IN A K-16 INSTITUTIONAL AND FOUNDATION COLLABORATION AROUND EDUCATION REFORM FOR OVER SIX YEARS, MS. CHIN AND A SOUTH LA PARENT LAUNCHED CADRE IN 2001. CADRE'S MISSION IS TO SOLIDIFY AND ADVANCE PARENT LEADERSHIP TO ENSURE THAT ALL CHILDREN ARE RIGHTFULLY EDUCATED REGARDLESS OF WHERE THEY LIVE.
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: THROUGH HUMAN RIGHTS-BASED COMMUNITY ORGANIZING AND POLICY ADVOCACY, CADRE PARENT LEADERS ARE FIGHTING TO END THE PUSHOUT OF LOW-INCOME FAMILIES OF COLOR FROM PUBLIC SCHOOLS AND THE SCHOOL-TO-PRISON PIPELINE. UNDER MS. CHIN'S LEADERSHIP CADRE HAS SUCCESSFULLY INFLUENCED POLICY AT THE LOCAL SCHOOL DISTRICT LEVEL AND IS MOVING TOWARDS ADDRESSING STATE AND NATIONAL POLICIES USING THE HUMAN RIGHTS FRAMEWORK. RECENTLY IN FEBRUARY 2007, CADRE'S PARENT-LED RIGHT TO EDUCATION CAMPAIGN ACHIEVED A MAJOR VICTORY WHEN ITS HUMAN RIGHTS DOCUMENTATION, PEOPLE'S HEARING, ADVOCACY, AND MEDIA WORK SIGNIFICANTLY HELPED ENSURE THE LOS ANGELES UNIFIED SCHOOL DISTRICT'S PASSAGE OF A NEW DISTRICT-WIDE SCHOOL DISCIPLINE POLICY BASED ON POSITIVE BEHAVIOR SUPPORT. THIS SUCCESS HAS POSITIONED CADRE'S GRASSROOTS PARENT LEADERS TO EXERT LEADERSHIP IN BROADER HUMAN RIGHTS/SOCIAL JUSTICE MOVEMENT BUILDING IN MULTIPLE POLICY ARENAS. MS. CHIN IS A NATIVE CALIFORNIAN AND CHILD OF CHINESE IMMIGRANTS. SHE HAS BEEN PART OF THE EDUCATIONAL AND SOCIAL JUSTICE MOVEMENT FOR 16 YEARS, DEDICATED TO FIGHTING INSTITUTIONAL RACISM BY PROTECTING AND TRANSFORMING PUBLIC EDUCATION IN LOW-INCOME NEIGHBORHOODS OF COLOR. SHE ALSO HAS 18 YEARS OF EXPERIENCE IN FACILITATION, TRAINING, AND ORGANIZATIONAL DEVELOPMENT. MS. CHIN HOLDS BOTH A BACHELORS OF ARTS IN HISTORY AND A MASTERS OF ARTS IN URBAN PLANNING - COMMUNITY DEVELOPMENT FROM THE UNIVERSITY OF CALIFORNIA, LOS ANGELES. IN ADDITION TO DIRECTING CADRE, MS. CHIN IS ALSO AN INDEPENDENT CONSULTANT AND SERVES ON THE BOARD OF DIRECTORS OF JUSTICE MATTERS, A NATIONAL RACIAL JUSTICE POLICY AND RESEARCH ORGANIZATION BASED IN SAN FRANCISCO, CALIFORNIA. JACKIE JENKINS-SCOTT: ON JULY 1, 2004, JACKIE JENKINS-SCOTT BECAME THE 13TH PRESIDENT OF WHEELOCK COLLEGE, A PRIVATE COLLEGE WITH A MISSION TO IMPROVE THE LIVES OF CHILDREN AND FAMILIES. MS. JENKINS-SCOTT RECEIVED HER B.S. DEGREE FROM EASTERN MICHIGAN UNIVERSITY, A MASTERS OF SOCIAL WORK FROM BOSTON UNIVERSITY SCHOOL OF SOCIAL WORK, AND COMPLETED A POST GRADUATE RESEARCH FELLOWSHIP AT RADCLIFFE COLLEGE. IN 2003, MS. JENKINS-SCOTT RECEIVED AN HONORARY DOCTORATE DEGREE IN EDUCATION FROM WHEELOCK COLLEGE WHEN SHE SERVED AS THE COMMENCEMENT SPEAKER. IN ADDITION TO WHEELOCK, SHE HOLDS HONORARY DOCTORATE DEGREES FROM SUFFOLK UNIVERSITY, NORTHEASTERN UNIVERSITY, BENTLEY COLLEGE AND MOUNT IDA COLLEGE. FROM 1983 UNTIL 2004, MS. JENKINS-SCOTT SERVED AS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE DIMOCK COMMUNITY HEALTH CENTER IN ROXBURY, MASSACHUSETTS. PRIOR TO JOINING DIMOCK, SHE HELD SEVERAL POSITIONS WITH THE COMMONWEALTH OF MASSACHUSETTS, DEPARTMENTS OF PUBLIC AND MENTAL HEALTH. AS A COMMUNITY LEADER, PUBLIC HEALTH ADVOCATE AND INNOVATIVE ADMINISTRATOR, SHE HAS BEEN A NATIONALLY KNOWN FIGURE FOR NEARLY THIRTY YEARS. MS. JENKINS-SCOTT HAS SERVED ON MANY PROFESSIONAL, CIVIC AND COMMUNITY BOARDS AND COMMITTEES. SHE CURRENTLY SERVES ON THE BOARD OF DIRECTORS OF THE BOSTON FOUNDATION, THE KENNEDY LIBRARY FOUNDATION AND MUSEUM, THE BOSTON PLAN FOR EXCELLENCE AND WGBH. SHE ALSO SERVES ON THE BOARD OF DIRECTORS OF CENTURY BANK AND TRUST COMPANY AND THE TUFTS HEALTH PLAN. IN APRIL 2007, BOSTONS MAYOR THOMAS M. MENINO SELECTED MS. JENKINS-SCOTT TO CO-CHAIR HIS SCHOOL READINESS ACTION PLANNING TEAM, CHARGED WITH DEVELOPING SPECIFIC STRATEGIES TO PREVENT THE ACHIEVEMENT GAP AMONG THE NEXT GENERATION OF STUDENTS. MS. JENKINS-SCOTT WAS ASKED BY GOVERNOR DEVAL L. PATRICK TO CO-CHAIR THE 'READINESS PROJECT,' THE GROUP RESPONSIBLE FOR DEVELOPING A 10-YEAR STRATEGIC PLAN TO IMPLEMENT THE VISION FOR EDUCATION IN THE COMMONWEALTH OF MASSACHUSETTS AS OUTLINED BY GOVERNOR PATRICK IN A JUNE 2007 SPEECH. MS. JENKINS-SCOTT HAS RECEIVED NUMEROUS AWARDS AND CITATIONS INCLUDING THE 2005 ASSOCIATED INDUSTRIES OF MASSACHUSETTS LEGACY OF LEADERSHIP AWARD, 2004 PINNACLE LIFETIME ACHIEVEMENT AWARD FROM THE GREATER BOSTON CHAMBER OF COMMERCE AND THE 2004 DISTINGUISHED ALUMNI AWARD FROM BOSTON UNIVERSITY. IAN INABA: IAN INABA IS AN ACCOMPLISHED FILMMAKER, ORGANIZER, AND NEW MEDIA EXPERT. AS CO-EXECUTIVE DIRECTOR OF CITIZEN ENGAGEMENT LAB, HE HAS GUIDED THE INCUBATION OF VARIOUS PROJECTS INCLUDING PRESENTE.ORG, THE LEADING ONLINE ADVOCACY ORGANIZATION FOCUSED ON THE CONCERNS OF LATINO COMMUNITIES. PREVIOUSLY, HE CO-FOUNDED VIDEOTHEVOTE.ORG, A NATIONWIDE NETWORK OF CITIZEN JOURNALISTS THAT MONITOR ELECTION IRREGULARITIES AND HAS AIDED THE GROWTH OF COLOROFCHANGE.ORG, THE LARGEST ONLINE CONSTITUENCY REPRESENTING THE CONCERNS OF BLACK AMERICA AND GETEQUAL.ORG, AN ORGANIZING PROJECT CALLING FOR LGBTQ EQUALITY. IAN DIRECTED AND EDITED THE 2006 SUNDANCE AWARD-WINNING DOCUMENTARY AMERICAN BLACKOUT, CHRONICLING VOTER SUPPRESSION. HE WROTE, DIRECTED, AND PRODUCED EMINEM'S MUSIC VIDEO "MOSH" WHICH WAS VIEWED OVER 10 MILLION TIMES ONLINE AND NOMINATED FOR AN MTV VIDEO MUSIC AWARD. HE ALSO CO-AUTHORED THE BOOK TRUE LIES WHICH WAS PUBLISHED BY PENGUIN/PLUME. IAN WAS PREVIOUSLY DIRECTOR OF CORPORATE DEVELOPMENT FOR CHECKPOINT SOFTWARE TECHNOLOGIES (NASD:CHKP) AND AN INVESTMENT BANKER WITH ROBERTSON, STEPHENS AND COMPANY. HE IS A GRADUATE OF THE WHARTON SCHOOL OF BUSINESS AND THE SCHOOL OF ENGINEERING AND APPLIED SCIENCE AT THE UNIVERSITY OF PENNSYLVANIA. DEBORAH LABELLE: DEBORAH LABELLE IS AN ATTORNEY, PROFESSOR, WRITER AND ADVOCATE WHO FOCUSES ON THE HUMAN RIGHTS OF PEOPLE IN DETENTION. HER HOME BASE IS ANN ARBOR, MICHIGAN, BUT HER ADVOCACY EVIDENCES A COMMITMENT THAT IS DEFINED BY THE HIGHEST PRINCIPLES OF HUMAN RIGHTS THAT TRANSCEND NATIONAL BORDERS. SHE HAS BEEN LEAD COUNSEL IN OVER A DOZEN CLASS ACTIONS THAT HAVE SUCCESSFULLY CHALLENGED POLICIES AFFECTING THE TREATMENT OF INCARCERATED MEN, WOMEN AND JUVENILES AND THEIR FAMILIES. SHE HAS REPRESENTED CLIENTS BEFORE THE UNITED STATES SUPREME COURT AND IN INTERNATIONAL FORUMS. MS. LABELLE WAS THE FIRST AMERICAN RECOGNIZED BY HUMAN RIGHTS WATCH AS A HUMAN RIGHTS MONITOR, FOR HER WORK ON BEHALF OF INCARCERATED WOMEN AND GIRLS. HER PUBLICATIONS INVOLVING HUMAN RIGHTS OF WOMEN IN DETENTION, INCLUDE WOMEN AT THE MARGINS, NEGLECT, PUNISHMENT AND RESISTANCE (HAWORTH, 2002); ENSURING RIGHTS FOR ALL: REALIZING HUMAN RIGHTS FOR PRISONERS IN BRINGING HUMAN RIGHTS HOME (PRAEGER PRESS, 2008); AND BRINGING HUMAN RIGHTS HOME TO THE WORLD OF DETENTION (COLUMBIA HUMAN RIGHTS LAW REVIEW ARTICLE, VOL. 40.1, FALL 2008). ATTORNEY LABELLE IS A SENIOR SOROS JUSTICE FELLOW AND, IN ADDITION TO HER PRIVATE PRACTICE, DIRECTOR OF THE AMERICAN CIVIL LIBERTIES UNION'S JUVENILE LIFE WITHOUT PAROLE INITIATIVE. MS. LABELLE IS A RECIPIENT OF MICHIGAN'S STATE BAR CHAMPION OF JUSTICE AWARD, RECOGNIZED AS ONE OF MICHIGAN'S TOP LAWYERS AND RECEIVED THE NATIONAL TRIAL LAWYER OF THE YEAR AWARD FROM PUBLIC INTEREST (2008) AND NATIONAL LAWYER GUILD, LAW FOR THE PEOPLE (2008). SHE HAS BEEN INTERVIEWED BY TERRY GROSS ON FRESH AIR, NPR RADIO, ON HUMAN RIGHTS, WOMEN'S RIGHTS, APPEARED ON JUSTICE TALKING WITH NPR'S MARGOT ADLER, AND HAS MADE NUMEROUS OTHER BROADCAST MEDIA APPEARANCES ON JUSTICE AND HUMAN RIGHTS ISSUES. SHE HAS ALSO RECEIVED THE WADE HAMPTON MCCREE JR. AWARD FOR THE ADVANCEMENT OF SOCIAL JUSTICE PRESENTED BY THE FEDERAL BAR (2009) AND THE SUSAN B. ANTHONY AWARD FROM THE UNIVERSITY OF MICHIGAN (2010). IN HER MOST RECENT CASE, MS. LABELLE REFORMED THE LAW FOR WOMEN IN PRISON TO PREVENT THE RAPE AND ABUSE OF WOMEN IN A PRISON IN MICHIGAN, A CASE THAT PROMPTED THE JURY TO OFFER AN APOLOGY TO THE WOMEN ON BEHALF OF THE PEOPLE OF THE STATE OF MICHIGAN. ALVIN LOUIS STARKS: ALVIN LOUIS STARKS IS A PROGRESSIVE RACIAL JUSTICE RESEARCHER AND ADVOCATE WHO WORKS IN PHILANTHROPY AND CIVIL RIGHTS ADVOCACY TO ADDRESS ISSUES OF SYSTEMIC INEQUALITY. ALVIN'S VISIONARY LEADERSHIP AND INNOVATIVE PHILANTHROPIC RESEARCH SUPPORTS A NEW GENERATION OF IDEAS AND ORGANIZATIONS TO EXPLORE THE INTERSECTIONS OF HUMAN RIGHTS, RACIAL JUSTICE, CROSS MOVEMENT BUILDING AND GENDER EQUITY. ALVIN HAS WRITTEN NUMEROUS REPORTS AND STRATEGY PAPERS FOR DONORS AND FOUNDATIONS EXPLORING PROGRESSIVE ACTIVITIES TO STRENGTHEN SOCIAL CHANGE. ALVIN HAS AN EXTENSIVE PHILANTHROPIC BACKGROUND THAT HAS GRANTED HIM THE UNIQUE PRIVILEGE TO WORK AT SEVERAL LEADING FOUNDATIONS. FOR OVER EIGHT YEARS, ALVIN WORKED AT THE OPEN SOCIETY INSTITUTE AND IN 2004 CREATED AND DIRECTED THE OPEN SOCIETY INSTITUTE'S RACIAL JUSTICE INITIATIVE. BEFORE JOINING OSI, ALVIN HELD THE POSITION OF SENIOR PROGRAM OFFICER FOR RACIAL JUSTICE AND GENDER IDENTITY AT THE ARCUS FOUNDATION. THERE HIS WORK FOCUSED ON BUILDING THE FOUNDATION'S MISSION TO ADVANCE THE INTERSECTIONS OF RACE, SEXUALITY AND GENDER IDENTITY. IN LATE 2009, ALVIN BEGAN WORK WITH THE NATIONAL NAACP TO ENCOURAGE NEW PROGRESSIVE ADVOCACY AND BUILD PHILANTHROPIC ENGAGEMENT. ALVIN RECEIVED HIS FORMAL EDUCATION FROM THE STATE UNIVERSITY OF NEW YORK AND COLUMBIA UNIVERSITY IN NEW YORK CITY. HE SITS ON SEVERAL NON-PROFIT BOARDS.
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 4. PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. TREAS. REG. 1.170A-9(F)(3)(VI). BY DISSEMINATING ITS RESEARCH THROUGH PUBLICATIONS AND CONFERENCES, THE SCHOTT FOUNDATION SHARES ITS SCHOLARSHIP AND POLICY RECOMMENDATIONS REGARDING PUBLIC EDUCATION IN THIS COUNTRY IN THE HOPE OF CLOSING THE OPPORTUNITY GAP TO ENSURE THAT ALL CHILDREN HAVE EQUAL ACCESS TO A HIGH QUALITY PRE-K THROUGH 12TH GRADE EDUCATION. TREAS. REG. 1.170A-9(F)(3)(VI)(B) PROVIDES THAT "AN ORGANIZATION [THAT] IS AN EDUCATIONAL OR RESEARCH INSTITUTION WHICH REGULARLY PUBLISHES SCHOLARLY STUDIES THAT ARE WIDELY USED BY COLLEGES AND UNIVERSITIES OR BY MEMBERS OF THE GENERAL PUBLIC WILL ALSO BE CONSIDERED EVIDENCE THAT SUCH ORGANIZATION IS "PUBLICLY SUPPORTED." FURTHERMORE, TREAS. REG. 1.170A-9(F)(3)(VI)(C) PROVIDES THAT "THE PARTICIPATION IN, OR SPONSORSHIP OF, THE PROGRAMS OF THE ORGANIZATION BY MEMBERS OF THE PUBLIC HAVING SPECIAL KNOWELDGE OR EXPERTISE, PUBLIC OFFICEALS, OR CIVIC OR COMMUNITY LEADERS" WILL BE CONSIDERED EVIDENCE THAT AN ORGANIZATION IS "PUBLICALY SUPPORTED." THE FOUNDATION CLEARLY MEETS BOTH OF THESE STANDARDS. FOR EXAMPLE, FROM NOVEMBER 5-7, 2009, THE FOUNDATION HOSTED ITS 2ND ANNUAL OPPORTUNITY TO LEARN SUMMIT, ENTITLTED "BUILDING A NATIONAL MOVEMENT TO CLOSE THE OPPORTUNITY GAP." THE SUMMIT WAS DESIGNED TO PROVIDE A PLATFORM FOR PHILANTHROPIC PARTNERS, GRASSROOTS COMMUNITY ADVOCATES, FEDERAL AND STATE POLICYMAKERS, YOUTH ORGANIZERS AND RESEARCHERS TO SHARE CRITICAL ADVOCACY STRATEGIES, FUNDING APPROACHES AND NETWORKS TO BUILD A STATE AND NATIONAL MOVEMENT TO PROVIDE ALL STUDENTS AN OPPORTUNITY TO LEARN. FEATURED SPEAKERS INCLUDED GOVERNMENT OFFICIALS (RUSSLYN ALI, ASSISTANT SECRETARY FOR CIVIL RIGHTS, US DEPARTMENT OF EDUCATION; CONGRESSMAN CHAKA FATTAH, US HOUSE OF REPRESENTATIVES), PROMINENT COMMUNITY LEADERS (STEPHANIE ELAM, ANCHOR, CNN; CHARLES OGLETREE, HARVARD LAW SCHOOL PROFESSOR OF LAW), LEADERS IN THE PHILANTHROPIC COMMUNITY (GAIL CHRISTOPHER, VICE PRESIDENT FOR PROGRAMS, WK KELLOGG FOUNDATION, DR. FRED FRELOW, EDUCATION AND SCHOLARSHIP PROGRAM OFFICER, FORD FOUNDATION) AND EDUCATION LEADERS (DR. LINDA DARLING HAMMOND, PROFESSOR OF EDUCATION, STANFORD UNIVERSITY; JOHN STOCKS, DEPUTY EXECUTIVE DIRECTOR, NATIONAL EDUCATION ASSOCIATION). A REVIEW OF THE FOUNDATION'S WEBSITE REVEALS NUMEROUS PUBLICATIONS AND REPORTS, AVAILABLE IN PDF FORMAT FOR ANY INTERESTED READER TO DOWNLOAD, IN THE FOLLOWING CATEGORIES: * OPPORTUNITY TO LEARN (E.G., LOST OPPORTUNITY: A 50-STATE REPORT ON THE OPPORTUNITY TO LEARN IN AMERICA, PUBLISHED IN MAY 2009). * A POSITIVE FUTURE FOR BLACK BOYS (E.G., GIVEN HALF A CHANCE: THE SCHOTT 50 STATE REPORT ON PUBLIC EDUCATION FOR BLACK MALES, PUBLISHED IN JULY 2008). * THE SCHOTT FELLOWSHIP ON EARLY CARE AND EDUCATION (E.G., ENSURING HIGH QUALITY EARLY EDUCATION FOR ALL CHILDREN IN THE COMMONWEALTH OF MASSACHUSETTS, PUBLISHED IN JUNE 2005). * PUBLIC POLICY AND LEADERSHIP (E.G., PEER-LED PROFESSIONAL DEVELOPMENT FOR EQUITY AND DIVERSITY: A REPORT FOR TEACHERS AND ADMINISTRATORS BASED ON FINDINGS FROM THE SEED PROJECT, PUBLISHED IN MAY 2007). * GENDER EQUITY (E.G., KEEPING SCORE: GIRLS' PARTICIPATION IN HIGH SCHOOL ATHLETICS IN MASSACHUSETTS, PUBLISHED IN FEBRUARY 2004). THE FOUNDATION ALSO SERVES ITS MISSION BY MAKING GRANTS TO PUBLIC CHARITIES THAT PROMOTE EQUITY IN EDUCATION. RECENT GRANTEES INCLUDE: YOUTH ORGANIZERS UNITED FOR THE NOW GENERATION (YOUNG) IS A YOUTH-LED, ADULT-SUPPORTED COALITION GROUPING THREE OF BOSTON'S MOST ESTABLISHED YOUTH-BASED ORGANIZATIONS, HYDE SQUARE TASK FORCE (HSTF), BOSTON- AREA YOUTH ORGANIZING PROJECT (BYOP), AND YOUTH ON BOARD (YOB), WHERE YOUTH FOCUS ON EDUCATION JUSTICE IN MASSACHUSETTS. THE COALITION SEEKS TO INCREASE YOUNG PEOPLE'S OPPORTUNITY AND ACCESS TO HIGH QUALITY IN-SCHOOL AND LIFE BASED ON INDIVIDUAL EDUCATIONAL EXPERIENCES; CREATE LEADERS IN THE MOVEMENT OF REFORMING PUBLIC SCHOOLS, AND MORE YOUTH ENGAGEMENT IN THE DECISION-MAKING PROCESS AFFECTING THEIR EDUCATION AND LIVES. THIS GRANT SUPPORTS THE EFFORT TO INCREASE YOUTH'S ROLE AND VOICE IN EDUCATION MATTERS. THE CAMPAIGN FOR FISCAL EQUITY (CFE) IS A COALITION OF ADVOCACY GROUPS AND COMMUNITY SCHOOL BOARDS IN NYC. THE COALITION SEEKS TO ADDRESS THE SYSTEMIC FINANCE ISSUE TO ENSURE A FAIR RESOURCE ALLOCATION IN NYC PUBLIC SCHOOLS. CFE IS A LEADER OF BOTH THE MOVEMENT FIGHTING FOR A "SOUND BASIC EDUCATION" AS A CONSTITUTIONAL RIGHT AND THE NATIONAL MOVEMENT TO ACHIEVE THE OPPORTUNITY TO LEARN. THE DONOR'S EDUCATION COLLABORATIVE (DEC) IS A JOINT GRANTMAKING EFFORT THAT SUPPORTS COMMUNITY ENGAGEMENT AROUND KEY POLICY REFORMS TO ATTAIN AN EQUITABLE NEW YORK CITY PUBLIC SCHOOL SYSTEM AND MAKE IT RESPONSIVE TO THE NEEDS OF ALL CHILDREN. THIS GRANT PROVIDES FUNDS TO DEC TO CONTINUE ITS GRANTMAKING OPERATIONS TO SUPPORT ORGANIZATIONS THAT USE CONSTITUENCY BUILDING AND RESEARCH TO ADVOCATE FOR SYSTEMIC CHANGES THAT IMPROVE TEACHING EFFECTIVENESS, INCREASE COLLEGE READINESS, AND SUPPORT THE DEVELOPMENT OF A LEARNING COMMUNITY. THE ANNENBERG INSTITUTE FOR SCHOOL REFORM (AISR) AT BROWN UNIVERSITY IS A NATIONAL POLICY RESEARCH AND REFORM SUPPORT ORGANIZATION THAT PROMOTES QUALITY EDUCATION FOR ALL CHILDREN IN URBAN PUBLIC SCHOOLS, ESPECIALLY THOSE SCHOOLS SERVING UNDERSERVED CHILDREN. AISR'S VISION IS THE TRANSFORMATION OF TRADITIONAL SCHOOL SYSTEMS INTO "SMART EDUCATION SYSTEMS" THAT DEVELOP AND INTEGRATE HIGH-QUALITY LEANING OPPORTUNITIES AT SCHOOL, AT HOME, AND IN THE COMMUNITY. THE GRANT SUPPORTS THE CREATION OF THE "GUIDE TO GAME-CHANGING IDEAS AND STRATEGIES FOR IMPROVING TEACHING QUALITY" PROJECT. THE GOAL IS TO PRODUCE A USER-FRIENDLY GUIDE TO ISSUES AND STRATEGIES FOR IMPROVING TEACHING QUALITY, EQUITY, SYSTEMS, AND SUSTAINABILITY. THE GUIDE IS A TOOL FOR PARENTS, SCHOOLS, COMMUNITY POLICY MAKERS, AND STUDENTS FOR IMPROVING TEACHING QUALITY. THE TEACHERS AS LEADERS: URBAN COMMUNITY TEACHERS PROJECT AT BROOKLYN COLLEGE SEEKS TO ADDRESS THE ISSUE OF TEACHER SHORTAGES IN THE MOST UNDERREPRESENTED GROUP IN NYC URBAN COMMUNITY SCHOOLS-BLACK MALE TEACHERS-THROUGH STRATEGIC RECRUITMENT AND PROFESSIONAL DEVELOPMENT OF CANDIDATE TEACHERS. THE PROJECT DISTRIBUTES SCHOLARSHIPS TO CANDIDATES, PROVIDES PROFESSIONAL DEVELOPMENT WORKSHOPS, AND PREPARES CANDIDATES FOR TEACHER CERTIFICATION TESTS. THE GRANT PROVIDES SUPPORT FOR PROVIDING SCHOLARSHIPS AND SUSTAINING PROGRAMMATIC OPERATIONS. ONE MASSACHUSETTS (ONE MA) IS A PROJECT OF THE PUBLIC POLICY INSTITUTE (PPI), GROUPING A DIVERSE STATEWIDE NETWORK OF SOCIAL AND ECONOMIC JUSTICE ORGANIZATIONS FOR BUILDING POWER CAPACITY AND CREATING CHANGE. THE ONE MA NETWORK BUILDING PUBLIC WILL IN COMMUNITIES OF COLOR ACROSS THE STATE TO SUPPORT FOR A FAIR TAX SYSTEM TO PROVIDE FUNDS AND A STABLE STREAM OF REVENUE. THE GRANT PROVIDES SUPPORT TO INCREASE THE PUBLIC'S UNDERSTANDING OF THE GOVERNMENT FUNCTIONS AND TO BOOST CIVIC ENGAGEMENT IN MASSACHUSETTS. RURAL COMMUNITY ALLIANCE (RCA) IS A MEMBERSHIP BASED ORGANIZATION OF PARENTS, COMMUNITY MEMBERS, YOUTH, EDUCATORS, LOCAL BUSINESS OWNERS, LOCAL ELECTED OFFICIALS, AND STATE POLICY MAKERS OPERATING IN RURAL ARKANSAS. THE COMMON PURPOSE OF MEMBERS IS TO CREATE A PROSPEROUS FUTURE FOR RURAL AND COMMUNITY SCHOOLS BY INCREASING THEIR ABILITY TO ADVOCATE, THEIR AWARENESS ON THE IMPORTANCE OF RURAL SCHOOLS, AND HELPING THEM TO UNITE THEIR VOICES ON STATE-WIDE INITIATIVES. THE CHILD CARE EARLY EDUCATION FUND (CCEEF) IS A DONOR'S COLLABORATIVE ADMINISTERED BY THE UNITED WAY OF NEW YORK CITY THAT BRINGS TOGETHER FOUNDATIONS, CORPORATE GRANTMAKERS, AND GOVERNMENT OFFICIALS IN NEW YORK CITY. CCEEF SEEKS A SYSTEMIC CHANGE TO ENSURE QUALITY EARLY EDUCATION AND CARE FOR ALL CHILDREN IN NYC, ESPECIALLY THOSE OF LOW INCOME FAMILIES, AND AN INCREASE POLITICAL AND PUBLIC AWARENESS TO SUPPORT INVESTMENTS IN EARLY CARE AND EDUCATION SERVICES. THIS GRANT SUPPORTS CCEEF TO ADVANCE GRANTMAKING AND NON-GRANTMAKING OPERATIONS. MASSACHUSETTS BUDGET AND POLICY CENTER (MBPC) IS AN ORGANIZATION THAT ANALYZES BUDGETS AND TAXES FROM A PROGRESSIVE PERSPECTIVE. MBPC PROVIDES TO THE PUBLIC, GRASSROOTS, AND ADVOCACY GROUPS HELPFUL INFORMATION AND ANALYSIS OF STATE ECONOMIC POLICIES AND HELPS ENSURE THAT THE IMPACT OF POLICY CHOICES ON LOW AND MODERATE INCOME RESIDENTS IS FRONT AND CENTER IN THE PUBLIC DEBATE. THIS GRANT SUPPORTS THE CREATION OF A MEMO ON OPTIONS TO GENERATE REVENUE FOR BUILDING EDUCATIONAL SYSTEMS THAT PROVIDE EVERY CHILD WITH A MEANINGFUL OPPORTUNITY TO LEARN.

Schedule A (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2010

Name of organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ, that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, aggregate contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990, or 990-EZ, that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not aggregate to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year. ......................... Arrow Bullet

Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization THE SCHOTT FDTN FOR PUBLIC EDUCATION
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part I
Part I	Contributors (see Instructions)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTED RESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Aggregate contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Name of organization THE SCHOTT FDTN FOR PUBLIC EDUCATION
Schedule B (Form 990, 990-EZ, or 990-PF) (2010) Page 1 of 1 of Part II
Part II	Noncash Property (see Instructions)
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Page 1 of 1 of Part III

Name of organization
THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b)
Purpose of gift

(d)
Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below.
SchCMd Bullet

Attach to Form 990 or Form 990-EZ. SchCMd Bullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public
Inspection

If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.

Political expenditures .................................... SchCMd Bullet

Volunteer hours ........................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ......... SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ...... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............

Yes No

Was a correction made? .........................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c) except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities .................................... SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b.. SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ..........................

Yes No

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 promptly 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, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.

For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2010

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check if the filing organization belongs to an affiliated group.
B Check if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing Organization's Totals	(b) Affiliated Group Totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......	40,000	0
b	Total lobbying expenditures to influence a legislative body (direct lobbying) .......	65,000	0
c	Total lobbying expenditures (add lines 1a and 1b) ...................	105,000	0
d	Other exempt purpose expenditures ........................	4,042,747
e	Total exempt purpose expenditures (add lines 1c and 1d) ...............	4,147,747	0
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	357,387	0
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................	89,347	0
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ......................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2007	(b) 2008	(c) 2009	(d) 2010	(e) Total

2a	Lobbying non-taxable amount	329,458	362,158	372,170	357,387	1,421,173

b	Lobbying ceiling amount (150% of line 2a, column(e))					2,131,760

c	Total lobbying expenditures	188,000	55,000		105,000	348,000

d	Grassroots non-taxable amount	82,365	90,540	93,043	89,347	355,295

e	Grassroots ceiling amount (150% of line 2d, column (e))					532,943

f	Grassroots lobbying expenditures	61,000			40,000	101,000

Schedule C (Form 990 or 990-EZ) 2010

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)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? .........................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....

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? If "Yes," describe in Part IV ..........................

Total. 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? .......

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

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 carryover lobbying and political expenditures from the prior year? ..........

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.

Dues, assessments and similar amounts from members .....................

Section 162(e) non-deductible 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 nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................

Taxable amount of lobbying and political expenditures (see instructions) ..............

Part IV

Supplemental Information

Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.

Identifier	Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .......
2	Aggregate contributions to (during year) ...
3	Aggregate grants from (during year) ...
4	Aggregate value at end of year .......

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 exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically importantly land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06 ........	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................

Yes No

In Part XIV, 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.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116, 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,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116, 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,
provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 52283D

Schedule D (Form 990) 2010

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIV and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If “Yes,” explain the arrangement in Part XIV.

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current Year	(b)Prior Year	(c)Two Years Back
1a	Beginning of year balance ....	843,591	1,056,647	1,254,137
b	Contributions ........
c	Investment earnings or losses ...	217,679	136,944	-197,490
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........		350,000
f	Administrative expenses ....
g	End of year balance ......	1,061,270	843,591	1,056,647

Provide the estimated percentage of the year end balance held as:

Board designated or quasi-endowment: SchDMd Bullet

100.000 %

Permanent endowment: SchDMd Bullet

Term endowment: SchDMd Bullet

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIV the intended uses of the organization's endowment funds.

Part VI

InvestmentsLand, Buildings, and Equipment. See Form 990, Part X, line 10.

Description of investment		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............
d	Equipment ................	135,144	86,790	48,354
e	Other .................
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........				48,354

Schedule D (Form 990) 2010

Page 3

Part VII

InvestmentsOther Securities. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)

Part VIII

InvestmentsProgram Related. See Form 990, Part X, line 13.

(a) Description of investment type		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. See Form 990, Part X, line 25.

1.(a) Description of Liability		(b) Amount
Federal Income Taxes









Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).

Schedule D (Form 990) 2010

Page 4

Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1	Total revenue (Form 990, Part VIII, column (A), line 12) ....................	1	13,629,082
2	Total expenses (Form 990, Part IX, column (A), line 25) .....................	2	4,349,801
3	Excess or (deficit) for the year. Subtract line 2 from line 1 .............	3	9,279,281
4	Net unrealized gains (losses) on investments ..........................	4	205,387
5	Donated services and use of facilities .............................	5
6	Investment expenses ...................................	6
7	Prior period adjustments ..................................	7
8	Other (Describe in Part XIV) .................................	8
9	Total adjustments (net). Add lines 4 - 8 .............................	9	205,387
10	Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 .........	10	9,484,668

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1	Total revenue, gains, and other support per audited financial statements .......			1	13,830,011
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a	205,387
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIV): ............	2d	5,715
e	Add lines 2a through 2d .....................			2e	211,102
3	Subtract line 2e from line 1.....................			3	13,618,909
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	10,173
b	Other (Describe in Part XIV): ...........	4b
c	Add lines 4a and 4b.......................			4c	10,173
5	Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ......			5	13,629,082

Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1	Total expenses and losses per audited financial statements .............			1	4,345,343
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIV): ............	2d	5,715
e	Add lines 2a through 2d......................			2e	5,715
3	Subtract line 2e from line 1.....................			3	4,339,628
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	10,173
b	Other (Describe in Part XIV): ............	4b
c	Add lines 4a and 4b.......................			4c	10,173
5	Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ......			5	4,349,801

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

Identifier	Return Reference	Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	THE SCHOTT FOUNDATION ENDOWMENT WAS CREATED TO PROVIDE LONG-TERM FINANCIAL SUPPORT FOR THE SCHOTT FOUNDATION. ACCORDINGLY, THESE FUNDS ARE MANAGED WITH DISCIPLINED LONGER-TERM INVESTMENT OBJECTIVES AND STRATEGIES DESIGNED TO MEET CASH FLOWS AND SPENDING REQUIREMENTS. MANAGEMENT OF THE ASSETS IS DESIGNED TO ATTAIN THE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE AND AGREED UPON LEVELS OF RISK. IT IS THE GOAL OF THE AGGREGATE LONG-TERM INVESTMENTS TO GENERATE AN AVERAGE TOTAL ANNUAL RETURN THAT EXCEEDS THE SPENDING/PAYOUT RATE PLUS INFLATION.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	THE FOUNDATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE FOUNDATION HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION. HOWEVER, THE FOUNDATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE FOUNDATION IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THE PAST 3 YEARS.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		FUNDRAISING EVENTS 5,715.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:		FUNDRAISING EVENTS 5,715.

Schedule D (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization
THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part I

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and e-mail solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

Yes

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. Form 990-EZ filers are not required to complete this table.

(i) Name and address of individual or entity (fundraiser)	(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
	(ii) Activity	Yes	No	(iv) Gross receipts from activity		(vi) Amount paid to (or retained by) organization
Total .................

List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2010

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.

		(a) Event #1 HOT SCHOTT AWARD GALA (event type)	(d) Total Events (Add col. (a) through col. (c))
1	Gross receipts . . .	16,850	16,850
2	Less: Charitable contributions . . .
3	Gross income (line 1 minus line 2) . . .	16,850	16,850
4	Cash prizes . . .
5	Non-cash prizes . .	1,425	1,425
6	Rent/facility costs . .
7	Food and beverages . .
8	Entertainment . . .	2,100	2,100
9	Other direct expenses .	2,190	2,190
10	Direct expense summary. Add lines 4 through 9 in column (d) ...........		5,715
11	Net income summary. Combine lines 3 and 10 in column (d)............		11,135

Part III

Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

(a) Bingo

(b) Pull tabs/Instant
bingo/progressive bingo

(c) Other gaming

(d) Total gaming (Add col. (a) through col. (c))

Gross revenue . . . .

Cash prizes . . . .

Non-cash prizes . . .

Rent/facility costs . . .

Other direct expenses . .

Volunteer labor . . .

	Yes
	No

	Yes
	No

	Yes
	No

Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow

Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow

Enter the state(s) in which the organization operates gaming activities:

Is the organization licensed to operate gaming activities in each of these states? ............

YesNo

If "No," Explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....

YesNo

If "Yes," Explain:

Does the organization operate gaming activities with nonmembers? .................

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? ...........................

YesNo

Schedule G (Form 990 or 990-EZ) 2010

Page 3

Indicate the percentage of gaming activity operated in:

The organization's facility ......................

13a

An outside facility ........................

13b

Provide 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? ......................................

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? ............................

YesNo

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 right arrow

Part IV

Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)

Identifier	ReturnReference	Explanation

Schedule G (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization
THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number
04-3457065

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) AFRICAN AMERICAN POLICY FORUM435 W 116TH ST ROOM 827 NEW YORK,NY10027	06-1597874	501(C)(3)	25,000	ADVANCE RACE AND GENDER EQUITY IN THE U.S. AND INTERNATIONALLY
(2) ALLIANCE FOR QUALITY EDUATION94 CENTRAL AVE ALBANY,NY12206	22-3810450	501(C)(4)	177,500	IMPROVE NY PUBLIC EDUCATION
(3) APPLIED RESEARCH CENTER32 BROADWAY SUITE 1801 NEW YORK,NY10004	94-2759879	501(C)(3)	75,000	REVIEW OF SCHOTT'S CAPACITY AND EFFECTIVENESS
(4) APPLIED RESEARCH CENTER32 BROADWAY SUITE 1801 NEW YORK,NY10004	94-2759879	501(C)(3)	10,000	CONFERENCE SPONSORSHIP - FACING RACE CONFERENCE
(5) APPLIED RESEARCH CENTER32 BROADWAY SUITE 1801 NEW YORK,NY10004	94-2759879	501(C)(3)	64,000	OPPORTUNITY TO LEARN SUMMIT-TRAINING
(6) ARKANSAS PUBLIC POLICY PANEL1308 WEST SECOND STREET LITTLE ROCK,AR72201	71-0467088	501(C)(3)	55,000	DEVELOP OPPORTUNITY TO LEARN CAMPAIGN IN ARKANSAS
(7) BLACK MINISTERIAL ALLIANCE OF GREATER BOSTON7 PALMER STREET SUITE 301 ROXBURY,MA02129	04-3499852	501(C)(3)	10,000	RACE AND GENDER EQUALITY
(8) BROOKLYN COLLEGE FOUNDATION2900 BEDFORD AVE BROOKLYN,NY11210	11-1904329	501(C)(3)	142,000	URBAN COMMUNITY TEACHERS PROJECT
(9) BROWN UNIVERSITY - ANNENBERG INSTITUTE FOR SCHOOL REFORMPO BOX 1985 PROVIDENCE,RI02912	05-0258809	501(C)(3)	35,000	CREATION OF GUIDE TO GAME-CHANGING IDEAS & STRATEGIES FOR IMPROVING TEACHING QUALITY
(10) CAMPAIGN FOR FISCAL EQUITY110 WILLIAMS ST SUITE 2602 NEW YORK,NY10038	13-3706393	501(C)(3)	175,000	NEW YORK STATE SCHOOL SYSTEM REFORM
(11) COLLABORATIVE EDUCATIONAL SERVICES (HEC)97 HAWLEY STREET NORTHAMPTON,MA01060	04-2562893	501(C)(3)	15,000	MASSACHUSETTS LEADERSHIP ACTION PROJECT
(12) COMMITTEE ON ECONOMIC DEVELOPMENT2000 L ST NW SUITE 700 WASHINGTON,DC20036	13-1623973	501(C)(3)	40,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN
(13) DESIS RISING UP AND MOVING72-18 ROOSEVELT AVENUE JACKSON HEIGHTS,NY11372	38-3652741	501(C)(3)	10,000	BUILDING THE POWER OF LOW-INCOME SOUTH ASIAN IMMIGRANTS
(14) DONORS' EDUCATION COLLABORATIVE909 THIRD AVENUE 22ND FLOOR NEW YORK,NY10022	13-3062214	501(C)(3)	40,000	PROMOTE PUBLIC ENGAGEMENT IN SYSTEMIC PUBLIC SCHOOL REFORM IN NYC
(15) EARLY YEARS INSTITUTEONE DUPONT STREET SUITE 101 PLAINVIEW,NY11803	26-1611459	501(C)(3)	10,000	PROMOTE ADVOCACY FOR EARLY CHILDHOOD PROVIDERS & PARENTS IN NEW YORK STATE
(16) GAMALIEL203 N WABASH AVENUE SUITE 808 CHICAGO,IL60601	36-2657863	501(C)(3)	35,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN
(17) GIRLS FOR GENDER EQUITY30 THIRD AVE SUITE 104 BROOKLYN,NY11217	04-3697166	501(C)(3)	10,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY
(18) GIRLS INC OF NYC64 BEAVER STREET SUITE 121 NEW YORK,NY10004	13-4028433	501(C)(3)	10,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY
(19) HYDE SQUARE TASK FORCE375 CENTRE STREET JAMAICA PLAIN,MA02130	04-3118543	501(C)(3)	30,000	INCREASE ACCESS TO HIGH-QUALITY EDUCATIONAL EXPERIENCES
(20) YOUTHBUILD USA INC58 DAY STREET SOMERVILLE,MA02144	22-3076454	501(C)(3)	40,000	INCREASE ACCESS TO HIGH-QUALITY EDUCATIONAL EXPERIENCES
(21) INDEPENDENT FEATURE PROJECT68 JAY STREET SUITE 425 BROOKLYN,NY11201	13-3118525	501(C)(3)	5,000	COMMUNITY ENGAGEMENT CAMPAIGN "BEYOND THE BRICKS"
(22) INSTITUTE FOR WISCONSIN'S FUTURE325 W SILVER SPRINGS DRIVE GLENDALE,WI53217	39-1805801	501(C)(3)	10,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN
(23) MAKE THE ROAD NEW YORK (COALITION FOR EDUCATIONAL JUSTICE)301 GROVE STREET BROOKLYN,NY11237	11-3344389	501(C)(3)	15,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN
(24) MAKE THE ROAD NEW YORK301 GROVE STREET BROOKLYN,NY11237	11-3344389	501(C)(3)	10,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY
(25) MASSACHUSETTS BUDGET & POLICY CENTER15 COURT SQUARE SUITE 700 BOSTON,MA02108	04-2967537	501(C)(3)	35,000	RESEARCH & ANALYSIS OF BUDGET & TAX POLICIES IN MASSACHUSETTS
(26) MOVEMENT STRATEGY CENTER (ALLIANCE FOR EDUCATIONAL JUSTICE)436 14TH STREET 5TH FLOOR OAKLAND,CA94612	20-1037643	501(C)(3)	15,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN
(27) NEIGHBOR TO NEIGHBOR8 BEACON STREET 4TH FLOOR BOSTON,MA02108	04-3507716	501(C)(3)	15,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN
(28) PUBLIC INTEREST PROJECT45 W 36TH STREET 6TH FLOOR NEW YORK,NY10018	13-3191113	501(C)(3)	33,000	BUILDING PUBLIC WILL FOR EDUCATION REFORM
(29) PUBLIC POLICY AND EDUCATION FUND94 CENTRAL AVE ALBANY,NY12206	13-3364209	501(C)(3)	30,000	INITIATIVE ON EARLY CHILDHOOD EDUCATION
(30) PUBLIC POLICY INSTITUTE30 WINTER STREET BOSTON,MA02108	20-1903398	501(C)(3)	50,000	CIVIC ENGAGEMENT
(31) RURAL COMMUNITY ALLIANCE4408 BLANKENSHIP RD EVERTON,AR72633	25-1917387	501(C)(3)	54,000	BUILD AN OPPORTUNITY TO LEARN AGENDA IN ARKANSAS
(32) SOCIEDAD LATINA1530 TREMONT STREET ROXBURY,MA02120	04-2678255	501(C)(3)	10,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY
(33) TEEN VOICES80 SUMMER STREET SUITE 300 BOSTON,MA02110	04-3062901	501(C)(3)	20,000	SUPPORT WORK AS PART OF OPPORTUNITY TO LEARN CAMPAIGN-GIRLS' EQUITY
(34) THE HATCHER GROUP4340 EAST WEST HIGHWAY SUITE 912 BETHESDA,MD20814	20-0602831	N/A	97,500	EDUCATION MEDIA SERVICES
(35) THIRD SECTOR NEW ENGLAND89 SOUTH STREET SUITE 700 BOSTON,MA021112670	04-2261109	501(C)(3)	30,000	EARLY CHILDHOOD SYSTEMS
(36) UNITED CHURCH OF CHRIST JUSTICE & WITNESS MINISTRIES700 PROSPECT AVENUE CLEVELAND,OH441151100	34-1927043	501(C)(3)	15,000	PROMOTE AN OPPORTUNITY TO LEARN AGENDA
(37) UNITED WAY OF NY2 PARK AVENUE NEW YORK,NY10016	13-2617681	501(C)(3)	30,000	CHILDCARE & EARLY EDUCATION FUND
(38) WHEELOCK COLLEGE200 THE RIVERWAY BOSTON,MA02215	04-2103639	501(C)(3)	5,000	6TH ANNUAL COMMUNITY DIALOGUE ON EARLY CHILDHOOD EDUCATION
(39) NORTH SHORE CHILD & FAMILY GUIDANCE CENTER480 OLD WESTBURY ROAD ROSLYN HEIGHTS,NY11577	11-1797183	501(C)(3)	10,000	BOARD DISCRETIONARY GRANT - CHILDREN'S MENTAL HEALTH
(40) STUDENT ADVOCACY CENTER OF MICHIGAN1921 WEST MICHIGAN AVE YPSILANTI,MI48197	38-2058667	501(C)(3)	5,000	BOARD DISCRETIONARY GRANT
(41) FUNDING EXCHANGE666 BROADWAY SUITE 500 NEW YORK,NY10012	13-3002025	501(C)(3)	5,000	BOARD DISCRETIONARY GRANT
(42) FRIENDS OF OUR PARKS912 MYERS PARK DRIVE TALLAHASSEE,FL32301	59-2164894	501(C)(3)	5,000	BOARD DISCRETIONARY GRANT
(43) WHEELOCK COLLEGE200 THE RIVERWAY BOSTON,MA02215	04-2103639	501(C)(3)	5,000	BOARD DISCRETIONARY GRANT
(44) PARENTS FOR PUBLIC SCHOOLS OF GREATER CINCINNATI1821 SUMMIT ROAD SUITE 201 CINCINNATI,OH45237	64-0806908	501(C)(3)	5,000	BOARD DISCRETIONARY GRANT
(45) XAVIER UNIVERSITY OF LOUISIANA1 DREXEL DRIVE NEW ORLEANS,LA70125	72-0635884	501(C)(3)	5,000	JOHN H. JACKSON SCHOLARSHIP FOR BLACK STUDENTS
(46) CONCENTRIC EDUCATIONAL SOLUTIONS INC4455 CONNECTICUT AVENUE NW SUITE 310 WASHINGTON,DC20008	27-2089025	501(C)(3)	10,000	SUPPORTING STUDENTS IN GRADUATING FROM HIGH SCHOOL
(47) ASSOCIATION OF BLACK FOUNDATION EXECUTIVES55 EXCHANGE PLACE NEW YORK,NY10005	23-7156531	501(C)(3)	5,000	ANNUAL MEMBERSHIP SUPPORT

Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image

Enter total number of other organizations ................................ . Bullet Image

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2010

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.

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

Schedule I (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet

Attach to Form 990. SchJMediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....

Yes

Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ...............

Participate in, or receive 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 provide the applicable amounts for each item in Part III.

Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990

Cat. No. 50053T

Schedule J (Form 990) 2010

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) 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 of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.

(A) Name		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation reported in prior Form 990 or Form 990-EZ
(A) Name		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
(1) JOHN H JACKSON	(i) (ii)	305,473 0	57,000 0	300 0	24,480 0	12,245 0	399,498 0	0 0
(2) ALFRED T MILLER JR	(i) (ii)	133,231 0	0 0	0 0	0 0	39,941 0	173,172 0	0 0
(3) CASSIE SCHWERNER	(i) (ii)	151,038 0	5,000 0	0 0	13,000 0	43,386 0	212,424 0	0 0

Schedule J (Form 990) 2010

Page 3

Part III

Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.

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

Schedule J (Form 990) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.

OMB No. 1545-0047

2010

Open to Public
Inspection

Name of the organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Identifier	Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 2		GREG JOBIN-LEEDS AND MARIA JOBIN-LEEDS ARE HUSBAND AND WIFE. GREG JOBIN-LEEDS IS THE SON OF LISELOTTE J. LEEDS AND GERARD G. LEEDS. GERARD G. LEEDS AND LISELOTTE J. LEEDS ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION B, LINE 11		THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND IS PROVIDED TO THE BOARD VIA E-MAIL PRIOR TO BEING FILED.
	FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY, ALL DIRECTORS REVIEW A LIST OF CURRENT GRANTEES AND VENDOR SIGNIFICANT PARTNERS AND DECLARE ANY CONFLICTS OR POTENTIAL CONFLICTS. THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ANNUAL ACKNOWLEDGEMENT THAT THEY HAVE RECEIVED A COPY OF THE POLICY, UNDERSTAND IT, AND AGREE TO ABIDE BY ITS TERMS.
	FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS OF DETERMINING INITIAL COMPENSATION OF THE ORGANIZATIONS CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS AND KEY EMPLOYEES INCLUDES A REVIEW BY AN OUTSIDE SEARCH FIRM. A SET OF PARAMETERS INCLUDING SALARY AND JOB DESCRIPTION GUIDELINES IS CONVEYED TO THE RECRUITMENT FIRM. THE RECRUITMENT FIRM WILL SEEK OUT INDIVIDUALS WITH THE APPROPRIATE BACKGROUND AND ALSO MAKE RECOMMENDATIONS AS TO THE COMPARABLE SALARIES FOR SIMILAR POSITIONS. THE BASIS OF THE COMPENSATION DECISION IS DOCUMENTED AND BASED ON A DETERMINATION THAT THE AMOUNT PAID IS NO MORE THAN REASONABLE IN VIEW OF SERVICES RENDERED. THE EXECUTIVE COMMITTEE MANAGES THIS PROCESS AND MAKES A RECOMMENDATION TO THE FULL BOARD.
	FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. AN INTERESTED PARTY MAY MAKE A REQUEST DIRECTLY TO THE ORGANIZATION. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.
CHANGES IN NET ASSETS OR FUND BALANCES:	FORM 990, PART XI, LINE 5:	NET UNREALIZED GAINS ON INVESTMENTS: 205,387.
DOES THE ORGANIZATION HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT?	FORM 990, PART XII, LINE 2C:	THERE HAVE BEEN NO CHANGES IN THE COMMITTEE'S RESPONSIBILTY FOR THE OVERSIGHT OF THE AUDIT.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2010

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBullet

Attach to Form 990. MediumBullet

See separate instructions.

OMB No. 1545-0047

2010

Open to Public Inspection

Name of the organization

THE SCHOTT FDTN FOR PUBLIC EDUCATION

Employer identification number

04-3457065

Part I

Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)

(a) Name, address, and EIN of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

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.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled organization
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1) CAROLINE & SIGMUND SCHOTT FUND 675 MASSACHUSETTS AVENUE 8TH FL CAMBRIDGE,MA02139 11-2856561	PRIVATE GRANTMAKING FOUNDATION	MA	501(C)(3)	PF	N/A	Yes
(2) THE OPPORTUNITY TO LEARN ACTION FUND 675 MASSACHUSETTS AVENUE 8TH FL CAMBRIDGE,MA02139 27-4836929	PRIVATE GRANTMAKING FOUNDATION	DC	501(C)(4)	N/A	N/A	Yes

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2010

Page 2

Part III

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.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership

Schedule R (Form 990) 2010

Page 3

Part V

Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III or IV.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .

b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .

k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .

Yes

l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .

m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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.

(a) Name of other organization	(b) Transaction type(a-r)	(c) Amount involved	(d) Method of determining amount involved
(1) CAROLINE & SIGMUND SCHOTT FUND	C	7,480,000	CASH
(2) CAROLINE & SIGMUND SCHOTT FUND	K	35,000	CASH
(3) OPPORTUNITY TO LEARN ACTION FUND	M	17,912	CASH
(4)
(5)
(6)

Schedule R (Form 990) 2010

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)

Provide the following 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 exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Are all partners section 501(c)(3) organizations?		(e) Share of end-of-year assets	(f) Disproprtionate allocations?		(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	(h) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(e) Share of end-of-year assets	Yes	No	(g) Code VUBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2010

Page 5

Part VII

Supplemental Information

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

Identifier	Return Reference	Explanation

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,043,575	13,558,997
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	-38,473	23,950
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	69,258	46,135
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	3,074,360	13,629,082
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,852,730	1,563,054
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)	1,323,054	1,510,304
16a	Professional fundraising fees (Part IX, column (A), line 11e)....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 202,054
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f)....	1,307,952	1,276,443
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	4,483,736	4,349,801
19	Revenue less expenses. Subtract line 18 from line 12......	-1,409,376	9,279,281
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16)............	2,710,962	11,959,425
21	Total liabilities (Part X, line 26)............	897,375	661,170
22	Net assets or fund balances. Subtract line 21 from line 20 .....	1,813,587	11,298,255

Sign Here

	Signature of officer	Date

	Type or print name and title.

Paid Preparer's Use Only	Preparer's signature	Date	Check if self- employed	Preparer’s taxpayer identification number (see instructions)
	Firm’s name (or yours if self-employed), address, and ZIP + 4			EIN
				Phone no.


4a	(Code: ) (Expenses $ 2,714,304 including grants of $ 1,421,200 ) (Revenue $ )
	OPPORTUNITY TO LEARN - THE OPPORTUNITY TO LEARN PHILANTHROPIC STRATEGY IS AN EFFORT TO INCREASE RESOURCE ACCOUNTABILITY AND ENSURE THAT RACE IS NO LONGER A SIGNIFICANT PREDICTOR OF EDUCATIONAL RESOURCE ACCESS OR OUTCOMES. THE SCHOTT FOUNDATION WILL USE ITS ADVOCACY MANAGEMENT FIRM PHILANTHROPIC MODEL TO MANAGE A GRANT MAKING STRATEGY TO BUILD THE PUBLIC WILL TO INCREASE THE NUMBER OF STATES THAT ADOPT AN "OPPORTUNITY TO LEARN" REFORM FRAMEWORK AND CREATE A FEDERAL RIGHT TO AN OPPORTUNITY TO LEARN.

4b	(Code: ) (Expenses $ 183,979 including grants of $ -146 ) (Revenue $ )
	BLACK MALE DONOR COLLABORATIVE - THE BLACK MALE DONOR COLLABORATIVE AIMS TO IDENTIFY SUCCESSFUL PROGRAM INTERVENTIONS AND POLICY LEVERS TO ADDRESS THE ACHIEVEMENT DISPARITIES IMPACTING THE MOST EXTREMELY UNDERPERFORMING GROUP IN NEW YORK - BLACK MALES.

4c	(Code: ) (Expenses $ 218,367 including grants of $ 142,000 ) (Revenue $ )
	TEACHERS AS LEADERS - THE TEACHERS AS LEADERS PROGRAM IS FOCUSED ON RECRUITING AND RETAINING AFRICAN AMERICAN MALES AS TEACHERS IN NEW YORK CITY AND TRAINING THEM TO ENGAGE AS POLICY ADVOCATES. THE INITIATIVE IS ALSO FOCUSED ON EVALUATING THE IMPACT OF AFRICAN AMERICAN MALE TEACHERS ON THE EDUCATIONAL PERFORMANCE OF BLACK BOYS.

	(Code: ) (Expenses $ 147,888 including grants of $ ) (Revenue $ )
	OTHER FUNDING TO ADVOCATE FOR EQUITABLE RESOURCES FOR PRE K-12 SCHOOLS TO PROVIDE EXCELLENT EDUCATION FOR ALL CHILDREN WITH AN EMPHASIS ON POOR CHILDREN AND CHILDREN OF COLOR, VIA IMPROVED PUBLIC POLICY, LEADERSHIP AND INCREASED PUBLIC WILL.

4d	Other program services. (Describe in Schedule O.)
	(Expenses $ 147,888 including grants of $ ) (Revenue $ )
4e	Total program service expenses$ 3,264,538

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	760,128	0	145,807

1	Briefly describe the organization’s mission or most significant activities: THE PURPOSE OF THE CORPORATION IS TO ENGAGE IN THE FOLLOWING ACTIVITIES: (1) TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER CODE SECTION 501(C)(3), (2) TO DEVELOP AND STRENGTHEN A BROAD-BASED AND REPRESENTATIVE MOVEMENT TO ACHIEVE FULLY RESOURCED, QUALITY PRE K-12 PUBLIC EDUCATION, AND (3) TO ENGAGE IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES, EXCEPT AS SPECIFICALLY RESTRICTED BY THE ARTICLES OF ORGANIZATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ....	3	12
4	Number of independent voting members of the governing body (Part VI, line 1b) ....	4	12
5	Total number of individuals employed in calendar year 2010 (Part V, line 2a) ...	5	17
6	Total number of volunteers (estimate if necessary) ....	6	12
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ..	7a	35,000
b	Net unrelated business taxable income from Form 990-T, line 34 ..	7b	0

(A) Name and business address	(B) 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 in compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512, 513, or 514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d		7,480,000
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		6,078,997
g	Noncash contributions included in lines 1a-1f:$
h	Total. Add lines 1a-1f.......			13,558,997
			Business Code
2a
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........
3	Investment income (including dividends, interest
	and other similar amounts).....			18,939			18,939
4	Income from investment of tax-exempt bond proceeds..
5	Royalties............
		(i) Real	(ii) Personal
6a	Gross Rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	179,875
b	Less: cost or other basis and sales expenses	174,864
c	Gain or (loss)	5,011
d	Net gain or (loss)..........			5,011			5,011
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ...
	a		16,850
b	Less: direct expenses ...b		5,715
c	Net income or (loss) from fundraising events..			11,135			11,135
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	MANAGEMENT FEE-RELATED		561,000	35,000		35,000
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			35,000
12	Total revenue. See Instructions....			13,629,082	0	35,000	35,085


				(A) Beginning of year		(B) End of year
1	Cashnon-interest-bearing ..........			80,687	1	326,241
2	Savings and temporary cash investments .......			1,367,051	2	1,141,879
3	Pledges and grants receivable, net .........				3
4	Accounts receivable, net .........			390,280	4	9,318,497
5	Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
	Schedule L ..........				5
6	Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
	Schedule L ..........				6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ............			6,049	9	34,280
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	135,144
b	Less: accumulated depreciation. .....	10b	86,790	22,042	10c	48,354
11	Investments—publicly traded securities ..........			843,591	11	1,061,270
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 ...........			1,262	15	28,904
16	Total assets. Add lines 1 through 15 (must equal line 34)...			2,710,962	16	11,959,425
17	Accounts payable and accrued expenses .			170,225	17	161,170
18	Grants payable ..........			727,150	18	500,000
19	Deferred revenue ..........				19
20	Tax-exempt bond liabilities ..........				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities. Complete Part X of Schedule D.....				25
26	Total liabilities. Add lines 17 through 25.....			897,375	26	661,170
	Organizations that follow SFAS 117, check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets .....			1,219,438	27	1,248,735
28	Temporarily restricted net assets .....			594,149	28	10,049,520
29	Permanently restricted net assets .....				29
	Organizations that do not follow SFAS 117, check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances .....			1,813,587	33	11,298,255
34	Total liabilities and net assets/fund balances .....			2,710,962	34	11,959,425