Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE NATIONAL ACADEMY OF EDUCATION
 

Number and street (or P.O. box number if mail is not delivered to street address)500 FIFTH STREET NW   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20001
A Employer identification number

77-0415802
B Telephone number (see instructions)

(202) 334-2340
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,532,367J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 146,193
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 19,812 19,812  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 276,510 0 276,510
12 Total. Add lines 1 through 11........ 442,515 19,812 276,510
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 114,913 0 0 113,546
14 Other employee salaries and wages...... 203,436 0 0 201,368
15 Pension plans, employee benefits....... 43,984 0 0 41,232
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 54,488 0 0 54,557
c Other professional fees (attach schedule).... Click to see attachment 70,190 0 0 73,201
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 22,759 0 0 22,759
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 30,591 0 0 30,591
21 Travel, conferences, and meetings....... 523,068 0 0 508,805
22 Printing and publications.......... 17,123 0 0 17,103
23 Other expenses (attach schedule)....... Click to see attachment 116,690 0 0 114,110
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,197,242 0 0 1,177,272
25 Contributions, gifts, grants paid........ 1,725,000 1,546,250
26 Total expenses and disbursements. Add lines 24 and 25 2,922,242 0 0 2,723,522
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,479,727
b Net investment income (if negative, enter -0-) 19,812
c Adjusted net income (if negative, enter -0-)... 276,510
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,483,813 1,189,719 1,189,719
3 Accounts receivable bullet9,650
Less: allowance for doubtful accounts bullet   10,315 9,650 9,650
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 5,273,103 2,813,800 2,813,800
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 2,222 2,092 2,092
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment132,842 132,842
b Investments—corporate stock (attach schedule)........ 0 Click to see attachment306,787 306,787
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment47,148 47,148
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment30,329 30,329
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,769,453 4,532,367 4,532,367
Liabilities 17 Accounts payable and accrued expenses.......... 32,979 52,949
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment810,187 Click to see attachment1,004,070
23 Total liabilities (add lines 17 through 22).......... 843,166 1,057,019
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 728,639 514,940
25 Temporarily restricted................ 5,197,648 2,960,408
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,926,287 3,475,348
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,769,453 4,532,367
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,926,287
2 Enter amount from Part I, line 27a..................... 2 -2,479,727
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 28,788
4 Add lines 1, 2, and 3.......................... 4 3,475,348
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,475,348
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 2,630,490 2,058,535 1.277846
2011 1,998,438 1,858,025 1.075571
2010 2,073,719 1,697,153 1.221881
2009 2,166,037 2,249,895 0.962728
2008 2,351,505 2,062,392 1.140183
2 Total of line 1, column (d) ...................... 2 5.678209
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 1.135642
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,174,132
5 Multiply line 4 by line 3....................... 5 2,469,036
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 198
7 Add lines 5 and 6......................... 7 2,469,234
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,723,522
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 198
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 198
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 198
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 993
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 993
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 795
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet795 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.NAEDUCATION.ORG
    14
    The books are in care ofbulletGREGORY WHITE Telephone no.bullet (202) 334-2340
    Located atbullet500 FIFTH STREET NWWASHINGTONDC ZIP+4bullet20001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    GREGORY WHITE EXECUTIVE DIRECTOR
    40.00     		93,484 21,429 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    MICHAEL FEUER PRESIDENT
    5.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    SUSAN FUHRMAN PAST-PRESIDENT
    5.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JAMES PELLEGRINO VICE PRESIDENT
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    CATHERINE SNOW SECRETARY/TREASURER
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    GREG DUNCAN DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    MARGARET EISENHART DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    PAM GROSSMAN DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    KENJI HAKUTA DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    MARGARET BEALE SPENCER DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    CLAUDE STEELE DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    EDWARD HAERTEL VICE PRESIDENT THROUGH 10/13
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    SUSAN MOORE JOHNSON SECRETARY-TREASURER THROUGH 10/13
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JACQUELYNNE ECCLES DIRECTOR THROUGH 10/13
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    PHIL PERRIN DIR MEMBERSHIP & DEV
    40.00     		70,556 17,752 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JUDIE J AHN PROGRAM OFFICER-RESE
    40.00     		70,556 14,051 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JACK BUSBEE PROGRAM OFFICER-PROF
    40.00     		60,256 12,181 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 POST-DOCTORAL FELLOWSHIPS PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS RECEIVE $55,000 INFUNDING, ATTEND PROFESSIONAL DEVELOPMENT RETREATS, AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. THIS FELLOWSHIP IS NONRESIDENTIAL,AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED. 1,549,404
    2 THE SPENCER DISSERTATION FELLOWSHIP PROGRAM SEEKS TO ENCOURAGE A NEW GENERATION OF SCHOLARS FROM A WIDE RANGE OF DISCIPLINES AND PROFESSIONAL FIELDS TO UNDERTAKE RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. THESE $25,000 FELLOWSHIPS SUPPORT INDIVIDUALS WHOSE DISSERTATIONS SHOW POTENTIAL FOR BRINGING FRESH AND CONSTRUCTIVE PERSPECTIVES TO THE HISTORY, THEORY, OR PRACTICE OF FORMAL OR INFORMAL EDUCATION ANYWHERE IN THE WORLD. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. 1,042,981
    3 FUNDED BY A SUBCONTRACT WITH THE GEORGE WASHINGTON UNIVERSITY GRADUATE SCHOOL OF EDUCATION AND HUMAN DEVELOPMENT (AS A PRIME SPONSOR UNDER A NSF GRANT), THIS PROJECT REVIEWS EXISTING METHODS OF EVALUATING THE QUALITY OF TEACHER PREPARATION PROGRAMS AND DEVELOPS A FRAMEWORK FOR INNOVATIVE APPROACHES. THE STEERING COMMITTEE HELD ITS FIRST WORKSHOP IN JUNE 2012 AND A SECOND WORKSHOP IN FEBRUARY 2013. THE REPORT ENTITLED, EVALUATION OF TEACHER PREPARATION PROGRAMS: PURPOSES, METHODS, AND POLICY OPTIONS, WAS RELEASED IN OCTOBER 2013 AT A PUBLIC SESSION AT THE NAED ANNUAL MEETING. THE BRIEFING BROUGHT TOGETHER POLICY LEADERS, RESEARCHERS, AND OTHER STAKEHOLDERS FOR A DISCUSSION OF THE REPORT AND IMPLICATIONS FOR IMPROVING THE EVALUATION OF TEACHER PREPARATION PROGRAMS. 108,396
    4 WITH FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION, A WORKSHOP TO EXAMINE CURRENT AND POTENTIAL USES OF NCES LONGITUDINAL SURVEYS BY THE EDUCATION RESEARCH COMMUNITY WAS HELD IN NOVEMBER 2013 IN WASHINGTON, DC. THIS EFFORT SEEKS TO PROVIDE INPUT ON THE CHANGING NEEDS OF THE EDUCATION RESEARCH COMMUNITY AND TO OFFER IDEAS ON WAYS NCES LONGITUDINAL SURVEYS COULD BE ORGANIZED FOR FUTURE PLANNING. THE PROJECT FOCUSES ON THREE AREAS OF CHANGE: (1) ADVANCES IN NEW TECHNOLOGICAL OPPORTUNITIES FOR RESEARCH AND IN THE CLASSROOM, (2) THE KINDS OF DATA THAT ARE INCREASINGLY AVAILABLE, AND (3) A CHANGING U.S. STUDENT POPULATION. COMMISSIONED PAPERS ARE UNDERGOING REVIEW AND WILL BE MADE AVAILABLE AT THE COMPLETION OF THE PROJECT ALONG WITH A SUMMARY REPORT. 60,827
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    1996-07-23
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    108,707 34,306 36,105 47,837 226,955
    b 85% of line 2a ......... 92,401 29,160 30,689 40,661 192,912
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		2,723,522 2,630,550 1,998,540 2,073,871 9,426,483
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		2,723,522 2,630,550 1,998,540 2,073,871 9,426,483
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		72,471 68,618 61,934 56,572 259,595
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NATIONAL ACADEMY OF EDUCATION
    500 FIFTH ST NW
    WASHINGTON,DC20001
    (202) 334-2341
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
    cAny submission deadlines:
    SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NAED/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS WILL RECEIVE $55,000 FOR ONE ACADEMIC YEAR OF RESEARCH, OR $27,500 FOR EACH OF TWO CONTIGUOUS YEARS, WORKING HALF TIME. APPLICANTS MUST HAVE HAD THEIR PHD, EDD, OR EQUIVALENT RESEARCH DOCTORATE DEGREE CONFERRED WITHIN 5 YEARS. THIS FELLOWSHIP IS NON-RESIDENTIAL, AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NATIONAL ACADEMY OF EDUCATION
    500 FIFTH ST NW
    WASHINGTON,DC20001
    (202) 334-2341
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
    cAny submission deadlines:
    SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SUPPORTS DOCTORAL STUDENTS AS THEY WRITE THEIR THEIR DISSERTATION. SELECTED FELLOWS REPRESENT A BROAD ARRAY OF DISCIPLINES BUT HAVE PROJECTS CENTRAL TO EDUCATION. FELLOWS RECEIVE $25,000 OVER A PERIOD OF TWO YEARS AS THEY WRITE THEIR DISSERTATION. FELLOWS ALSO PARTICIPATE IN ONGOING TRAINING ACTIVITIES TO INTERACT WITH AND LEARN FROM LEADING RESEARCHERS AND IN ACTIVITIES THAT PROMOTE BUILDING A COMMUNITY OF SCHOLARS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    STACEY ALICEA
    662 CARROLL STREET APT 3
    BROOKLYN,NY11215     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 12,500
    ANDREW BARR
    769 MONTICELLO AVE
    CHARLOTTESVILLE,VA22902     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 12,500
    LAURA BOFFERDING
    BEERING HALL 100 N UNIVERSITY ST
    4132
    WEST LAFAYETTE,IN479072098     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 27,500
    TRAVIS BRISTOL
    19 SHALER LANE
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    ELIZABETH BUCKNER
    2330 CALIFORNIA ST28
    MOUNTAIN VIEW,CA94040     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    BRIANNA CARDIFF
    8 COLEMAN PLACE 1
    MENLO PARK,CA94025     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    BENJAMIN CASTLEMAN
    1 BONNYCASTLE
    CHARLOTTESVILLE,VA22904     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    NADIA CHERNYAK
    276 HANS BETHE HOUSE
    ITHACA,NY14853     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    SUN-JOO CHO
    700 12 AVE S UNIT 607
    NASHVILLE,TN37203     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    MORGAEN DONALDSON
    131 WESTFORD HILL RD
    ASHFORD,CT06278     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    HILARY FALB
    C/O KAREN FALB 245 BRATTLE ST
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    ARIANA MANGUAL FIGUEROA
    10 SEMINARY PLACE
    NEW BRUNSWICK,NJ08901     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    SCOTT GELBER
    16 DUXBURY ROAD
    NEWTON,MA02459     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    JOANNE GOLANN
    33 GEORGE ST APT 18
    LAWRENCEVILLE,NJ08648     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    CYNTHIA GROFF
    REFORMA AGRARIA 400 INT 10
    FRACCIONAMIENTO EL PUEBLITO
    MORELIA MICHOACAN   58341
    MX     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    LINA HALDAR
    1637 LE ROY AVENUE
    BERKELEY,CA94709     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    LING HSIAO
    13 SHALER LANE
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    HURIYA JABBAR
    79 MELROSE AVE
    SAN FRANCISCO,CA94131     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    UMA JAYAKUMAR
    2202 DIVISADERO ST 4
    SAN FRANCISCO,CA94115     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    KEVIN JOHNSON
    148A HELEN CIRCLE
    STARKVILLE,MS39759     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 25,000
    ADRIENNE KEENE
    1010 N 2ND AVE UNIT 231C
    PHOENIX,AZ85003     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    NICHOLAS LIMERICK
    1308 3RD AVE NE
    JACKSONVILLE,AL36265     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    FRANCESCA LOPEZ
    1430 E SECOND ST
    TUCSON,AZ85721     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    GIGI LUK
    14 APPIAN WAY LARSEN 506
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    JEANETTE MANCILLA-MARTINEZ
    10 HYPATIA COURT
    IRVINE,CA92617     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    LOREN MARULIS
    413 ELY DRIVE SOUTH
    NORTHVILLE,MI48167     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    FRANCINE MENASHY
    100 MARION ST APT 18
    BROOKLINE,MA02446     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    GABRIELLE OLIVERIA
    601 3RD STREET
    BROOKLYN,NY11215     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    RAQUEL OTHEGUY
    1385 YORK AVE APT 9E
    NEW YORK,NY10021     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    ANNA RAFFERTY
    1329 HENRY STREET APT 2B
    BERKELEY,CA94709     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    LEOANDRA ROGERS
    UNIV OF WASHINGTON 1715 COLUMBIA RD
    N RM 464
    SEATTLE,WA98195     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    LORLEN CHAMBERS SCHULDT
    1636 LEE DRIVE
    MOUNTAIN VIEW,CA94040     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    SCOTT SEIDER
    179 CHESTNUT ST
    CAMBRIDGE,MA02139     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    MATTHEW SHIRRELL
    4422 N MOZART ST
    CHICAGO,IL60625     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 25,000
    MAISA TAHA
    853 W CAMINO DEL ORO
    TUCSON,AZ85704     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 25,000
    RACHEL THROOP
    1136 EAST WILT ST
    PHILADELPHIA,PA19125     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 25,000
    KRISTIN TURNEY
    3151 SOCIAL SCIENCE PLAZA
    IRVINE,CA92697     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    JON VALANT
    106 HOSKINS CT APT 107
    STANFORD,CA94305     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 25,000
    TERRENDA WHITE
    40 TIBURON DR
    LITHONIA,GA30038     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 25,000
    JIE ZHANG
    2712 ASHGATE DR
    BOWLING GREEN,KY42104     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    Total .................................bullet 3a 800,000
    bApproved for future payment
    STACEY ALICEA
    662 CARROLL STREET APT 3
    BROOKLYN,NY11215     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 12,500
    ANDREW BARR
    769 MONTICELLO AVE
    CHARLOTTESVILLE,VA22902     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 12,500
    LAURA BOFFERDING
    BEERING HALL 100 N UNIVERSITY ST
    4132
    WEST LAFAYETTE,IN479072098     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    TRAVIS BRISTOL
    19 SHALER LANE
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    ELIZABETH BUCKNER
    2330 CALIFORNIA ST28
    MOUNTAIN VIEW,CA94040     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    BRIANNA CARDIFF
    8 COLEMAN PLACE 1
    MENLO PARK,CA94025     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    BENJAMIN CASTLEMAN
    1 BONNYCASTLE
    CHARLOTTESVILLE,VA22904     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    NADIA CHERNYAK
    276 HANS BETHE HOUSE
    ITHACA,NY14853     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    SUN-JOO CHO
    700 12 AVE S UNIT 607
    NASHVILLE,TN37203     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    MORGAEN DONALDSON
    131 WESTFORD HILL RD
    ASHFORD,CT06278     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    HILARY FALB
    C/O KAREN FALB 245 BRATTLE ST
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    ARIANA MANGUAL FIGUEROA
    10 SEMINARY PLACE
    NEW BRUNSWICK,NJ08901     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    SCOTT GELBER
    16 DUXBURY ROAD
    NEWTON,MA02459     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    JOANNE GOLANN
    33 GEORGE ST APT 18
    LAWRENCEVILLE,NJ08648     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    CYNTHIA GROFF
    REFORMA AGRARIA 400 INT 10
    FRACCIONAMIENTO EL PUEBLITO
    MORELIA MICHOACAN   58341
    MX     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    LINA HALDAR
    1637 LE ROY AVENUE
    BERKELEY,CA94709     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    LING HSIAO
    13 SHALER LANE
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    HURIYA JABBAR
    79 MELROSE AVE
    SAN FRANCISCO,CA94131     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    UMA JAYAKUMAR
    2202 DIVISADERO ST 4
    SAN FRANCISCO,CA94115     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    ADRIENNE KEENE
    1010 N 2ND AVE UNIT 231C
    PHOENIX,AZ85003     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    IBRAM KENDI
    5937A N HUTCHISON ST
    PHILADELPHIA,PA19141     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 55,000
    NICHOLAS LIMERICK
    1308 3RD AVE NE
    JACKSONVILLE,AL36265     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    FRANCESCA LOPEZ
    1430 E SECOND ST
    TUCSON,AZ85721     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    GIGI LUK
    14 APPIAN WAY LARSEN 506
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    JEANETTE MANCILLA-MARTINEZ
    10 HYPATIA COURT
    IRVINE,CA92617     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    LOREN MARULIS
    413 ELY DRIVE SOUTH
    NORTHVILLE,MI48167     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    FRANCINE MENASHY
    100 MARION ST APT 18
    BROOKLINE,MA02446     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    DEBORAH MICHAELS
    1403 WEST ST
    GRINNELL,IA50112     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 55,000
    GABRIELLE OLIVERIA
    601 3RD STREET
    BROOKLYN,NY11215     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    RAQUEL OTHEGUY
    1385 YORK AVE APT 9E
    NEW YORK,NY10021     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    DJANGO PARIS
    1531 RIVER TERRACE
    EAST LANSING,MI48823     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 55,000
    DANIELLE PILLET-SHORE
    3 ADAMS CIRCLE
    DURHAM,NH03824     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 55,000
    ANNA RAFFERTY
    1329 HENRY STREET APT 2B
    BERKELEY,CA94709     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    JOSEPH ROBINSON
    1120 MAYFAIR RD
    CHAMPAIGN,IL61821     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 55,000
    LEOANDRA ROGERS
    UNIV OF WASHINGTON 1715 COLUMBIA RD
    N RM 464
    SEATTLE,WA98195     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    LORLEN CHAMBERS SCHULDT
    1636 LEE DRIVE
    MOUNTAIN VIEW,CA94040     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 12,500
    SCOTT SEIDER
    179 CHESTNUT ST
    CAMBRIDGE,MA02139     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    KRISTIN TURNEY
    3151 SOCIAL SCIENCE PLAZA
    IRVINE,CA92697     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    JIE ZHANG
    2712 ASHGATE DR
    BOWLING GREEN,KY42104     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    Total .................................bullet 3b 925,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies         247,117
    2 Membership dues and assessments....         25,510
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 19,812  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPUBLICATION SALES     15 3,883  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 23,695 272,627
    13Total. Add line 12, columns (b), (d), and (e)..................
    13296,322
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    2 MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS, RECEIVE PUBLICATIONS, AND PARTICIPATE IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.
    1G SUBCONTRACTS FOR TEACHER PROGRAM EVALUATION STUDY, MEASURES OF EFFECTIVE TEACHING TRAINING ACTIVITIES AND STUDY OF LONGITUDINAL DATASETS.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE NATIONAL ACADEMY OF EDUCATION
     
    Employer identification number

    77-0415802
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    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
    Special Rules
    ......................... 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 on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SPENCER FOUNDATION
     

       
    625 N MICHIGAN AVENUE STE 1600
     
    CHICAGO, IL60611

    		$126,447


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 54,488 0 0 54,557

    TY 2013 ExplnOfNonFilingWithAGStmt
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Statement:
    DISTRICT OF COLUMBIA DOESN'T REQUIRE FILING OF FORM 990-PF

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Name of Bond End of Year Book Value End of Year Fair Market Value
    2108.906 SHS CALVERT BOND PORTFOLIO 32,920 32,920
    1879.476 SHS PAX WORLD HIGH YIELD BOND FUND 14,228 14,228

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1040.118 SHS CALVERT EQUITY PORTFOLIO 50,841 50,841
    443.118 SHS CALVERT CAPITAL ACCUMULATION FUND 16,231 16,231
    1004.021 SHS COHEN & STEERS REALTY INCOME 13,263 13,263
    2794.095 SHS DFA US SOCIAL CORE EQUITY 35,122 35,122
    519.013 SHS DELAWARE SMALL CAP FUND 28,494 28,494
    1136.856 SHS EUROPACIFIC GROWTH FUND 55,683 55,683
    1368.056 SHS HARDING LOEVNER INSTITUTIONAL 24,433 24,433
    1806.453 SHS PARNASSUS EQUITY INCOME 66,261 66,261
    811.591 SHS THIRD AVENUE INTL VALUE 16,459 16,459

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    US Government Securities - End of Year Book Value:

    132,842
    US Government Securities - End of Year Fair Market Value:

    132,842
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CASH AND INSURED DEPOSITS FMV 6,681 6,681
    2534.628 SHS PIMCO EMERGING LOCAL BOND FUND (FOREIGN BONDS) FMV 23,648 23,648

    TY 2013 OtherExpensesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TEMPORARY HELP 1,128 0 0 -879
    OFFICE SUPPLIES 9,582 0 0 11,795
    INFORMATION TECHNOLOGY 66,678 0 0 62,965
    TELEPHONE 845 0 0 3,765
    POSTAGE & SHIPPING 2,095 0 0 1,491
    INSURANCE 5,280 0 0 2,191
    BANK CHARGES 3,210 0 0 3,210
    ADVERTISING 17,457 0 0 17,457
    MISCELLANEOUS 8,543 0 0 8,393
    DUES & SUBSCRIPTIONS 1,872 0 0 1,722
    PROGRAM ASSESSMENT 0 0 0 2,000


    TY 2013 OtherIncomeSchedule2
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PUBLICATION SALES 3,883   3,883
    MEMBERSHIP DUES AND ASSESSMENTS 25,510   25,510
    FEES FROM GOVERNMENT AGENCIES 247,117   247,117


    TY 2013 OtherIncreasesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 28,788


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Description Beginning of Year - Book Value End of Year - Book Value
    FELLOWSHIPS PAYABLE 801,250 980,000
    UNSPENT GRANT LIABILITY 8,937 24,070


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL PROCESSING 2,890 0 0 2,890
    CONSULTANT 4,500 0 0 4,500
    PROGRAM CONSULTANT 62,800 0 0 65,811


    TY 2013 TaxesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN: 77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 22,759 0 0 22,759