Form990-PF
Click to see attachment

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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
The Poetry Foundation
 
% CAREN SKOULAS
Number and street (or P.O. box number if mail is not delivered to street address)61 West Superior Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60654
A Employer identification number

36-2490808
B Telephone number (see instructions)

(312) 787-7070
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$237,757,155
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 80,279
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 461 461 461
4 Dividends and interest from securities... 4,345,466 4,345,466 4,345,466
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,119,467
b Gross sales price for all assets on line 6a 9,991,162
7 Capital gain net income (from Part IV, line 2)... 4,134,356
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)....... 886,124 246,084 632,457
12 Total. Add lines 1 through 11........ 9,431,797 8,726,367 4,978,384
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 634,200 78,705 78,705 555,495
14 Other employee salaries and wages...... 1,362,701 9,800 9,800 1,364,824
15 Pension plans, employee benefits....... 505,526 24,626 24,626 257,586
16a Legal fees (attach schedule)......... 203,639 17,345 17,345 191,366
b Accounting fees (attach schedule)....... 79,627 7,963 7,963 73,664
c Other professional fees (attach schedule).... 739,534 69,250 69,250 683,487
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 223,152 90,929 90,929 184,818
19 Depreciation (attach schedule) and depletion... 767,854 27,500 27,500
20 Occupancy.............. 1,104,445 36,216 36,216 1,097,692
21 Travel, conferences, and meetings....... 531,395     554,316
22 Printing and publications.......... 1,053,459   469,416 592,422
23 Other expenses (attach schedule)....... 1,232,717 393,038 546,356 753,190
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,438,249 755,372 1,378,106 6,308,860
25 Contributions, gifts, grants paid....... 1,208,600 1,203,100
26 Total expenses and disbursements. Add lines 24 and 25 9,646,849 755,372 1,378,106 7,511,960
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -215,052
b Net investment income (if negative, enter -0-) 7,970,995
c Adjusted net income (if negative, enter -0-)... 3,600,278
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 632,275 748,757 748,757
2 Savings and temporary cash investments......... 1,359,150 2,710,608 2,710,608
3 Accounts receivable bullet49,463
Less: allowance for doubtful accounts bullet1,431 49,354 48,032 48,032
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
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.......... 415,544 579,293 579,293
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 124,774,209 Click to see attachment125,133,645 125,133,645
c Investments—corporate bonds (attach schedule)....... 49,660,962 Click to see attachment46,763,041 46,763,041
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 32,040,375 Click to see attachment32,056,389 32,056,389
14 Land, buildings, and equipment: basis bullet25,237,751
Less: accumulated depreciation (attach schedule) bullet4,375,095 20,723,497 20,862,656 20,862,656
15 Other assets (describe bullet) Click to see attachment14,813,576 Click to see attachment8,854,734 Click to see attachment8,854,734
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 244,468,942 237,757,155 237,757,155
Liabilities 17 Accounts payable and accrued expenses.......... 620,672 276,280
18 Grants payable.................. 103,000 103,000
19 Deferred revenue................. 480,901 455,840
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 14,165,000 Click to see attachment13,870,000
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 15,369,573 14,705,120
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 213,143,348 213,062,714
25 Temporarily restricted............... 14,624,579 8,657,879
26 Permanently restricted............... 1,331,442 1,331,442
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 instructions)..... 229,099,369 223,052,035
31 Total liabilities and net assets/fund balances (see instructions). 244,468,942 237,757,155
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
229,099,369
2
Enter amount from Part I, line 27a .....................
2
-215,052
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
228,884,317
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,832,282
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
223,052,035
Form 990-PF (2015)
Form 990-PF (2015)
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.)
1 a PUBLICALLY TRADED SECURITIES-CAP GN DIST PROPERTY TYPE: SECURITIES P    
b PUBLICALLY TRADED SECURITIES-CAP GN DIST PROPERTY TYPE: SECURITIES P    
c PUBLICALLY TRADED SECURITIES-CAP GN DIST PROPERTY: SECURITIES P    
d PUBLICALLY TRADED SECURITIES-CAP GN DIST PROPERTY: SECURITIES P    
e PUBLICALLY TRADED SECURITIES-CAP GN DIST PROPERTY: SECURITIES P    
PUBLICALLY TRADED SECURITIES-SHORT TERM PROPERTY TYPE: SECURITIES P    
PUBLICALLY TRADED SECURITIES-LONG TERM PROPERTY TYPE: SECURITIES      
PUBLICALLY TRADED SECURITIES-LONG TERM PROPERTY TYPE: SECURITIES P    
LT CAPITAL GAIN FROM LPS- SECURITIES P    
ST CAPITAL GAIN FROM LPS- SECURITIES P    
(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 232,182     232,182
b 1,134,124     1,134,124
c 42,711     42,711
d 110,011     110,011
e 288,509     288,509
897,412   1,141,679 -244,267
1,346,117   1,671,497 -325,380
3,033,089   3,066,177 -33,088
2,913,101     2,913,101
16,453     16,453
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       232,182
b       1,134,124
c       42,711
d       110,011
e       288,509
      -244,267
      -325,380
      -33,088
      2,913,101
      16,453
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 4,134,356
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 -227,814
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 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))
2014      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
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
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter: 2008-08-01(attach copy of letter if necessary–see instructions)
b 1 N/A
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  
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletIL
    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 .
    8b
    Yes
     
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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.poetryfoundation.org
    14
    The books are in care ofbulletCAREN SKOULAS Telephone no.bullet (312) 799-8001

    Located atbullet61 WEST SUPERIOR STREETCHICAGOIL ZIP+4bullet60654
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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
    Yes
     
    .........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). Click to see attachment
    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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    HENRY BIENEN PRESIDENT (AS OF 7/2015)
    35.0
    174,305 24,000 0
    61 West Superior Street
    Chicago,IL60654
    LONNIE BUNCH TRUSTEE
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Willard Bunn Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Gail Bush Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Kim Coventry Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Tom Cronin Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Marian Godfrey Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    John J Kenney Chair
    35.0
    0 0  
    61 West Superior Street
    Chicago,IL60654
    Richard Kiphart Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Stuart Miller Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Susan Noyes Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    David Ormesher Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Charlie Pierce Vice Chair
    35.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Robert Polito President (THRU 6/2015)
    35.0
    199,590 40,087 0
    61 West Superior Street
    Chicago,IL60654
    Paul Ruxin Trustee
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Caren Skoulas CFO
    35.0
    187,750 69,979 0
    61 West Superior Street
    Chicago,IL60654
    SCOTT TURROW TRUSTEE
    2.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Robert Wedgeworth Vice Chair
    35.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    Benna Wilde Secretary
    35.0
    0 0 0
    61 West Superior Street
    Chicago,IL60654
    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
    DON SHARE POETRY EDITOR
    35.0
    111,000 21,967 0
    61 W SUPERIOR ST
    CHICAGO,IL60654
    STEVEN YOUNG PROGRAM DIRECTOR
    35.0
    108,000 20,964 0
    61 W SUPERIOR ST
    CHICAGO,IL60654
    CASSIE MAYER DIGITAL PROGRAM DIR.
    35.0
    91,250 8,588 0
    61 W SUPERIOR ST
    CHICAGO,IL60654
    ELIZABETH BURKE-DAIN MEDIA/MARKETING DIR
    35.0
    76,000 23,943 0
    61 W SUPERIOR ST
    CHICAGO,IL60654
    KATHERINE LITWIN LIBRARY DIRECTOR
    35.0
    70,999 15,091 0
    61 W SUPERIOR ST
    CHICAGO,IL60654
    Total number of other employees paid over $50,000...................bullet 5
    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
    The Nerdery Software Design 954,474
    9555 James Ave S Suite 245
    BLOOMINGTON,MN55431
    Cenveo Publisher Services PRINTING & MAIL SVC 261,188
    PO Box 822934
    PHILADELPHIA,PA191822934
    Palm Coast Data LLC fullfillment service 192,599
    3787 Solutions Center
    CHICAGO,IL60677
    Mayer Brown LLP legal services 169,109
    2027 Collection Center Dr
    CHICAGO,IL60693
    Isaacson Miller Inc recruitment service 117,587
    263 Summer St
    BOSTON,MA02210
    Total number of others receiving over $50,000 for professional services.............bullet5
    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 EDUCATIONAL AND PUBLIC PROGRAMS AND PRIZES 2,803,799
    2 POETRYFOUNDATION.ORG 2,381,512
    3 "POETRY" MAGAZINE 1,000,476
    4  
    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 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    208,857,056
    b
    Average of monthly cash balances.......................
    1b
    5,198,165
    c
    Fair market value of all other assets (see instructions)................
    1c
    761,414
    d
    Total (add lines 1a, b, and c).........................
    1d
    214,816,635
    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
    135,750
    3
    Subtract line 2 from line 1d.........................
    3
    214,680,885
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    3,220,213
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    211,460,672
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,573,034
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (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
    7,511,960
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    1,185,112
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    8,697,072
    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
    8,697,072
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$  
    a Applied to 2014, 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 2015 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, enter the date of the ruling.......bullet
    2008-08-01
    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) 2015 (b) 2014 (c) 2013 (d) 2012
    3,600,278 3,299,062 3,245,899 3,058,845 13,204,084
    b 85% of line 2a ......... 3,060,236 2,804,203 2,759,014 2,600,018 11,223,471
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    8,697,072 7,142,292 6,988,052 7,155,131 29,982,547
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    1,203,100 1,004,950 959,200 834,950 4,002,200
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    7,493,972 6,137,342 6,028,852 6,320,181 25,980,347
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 0 0     0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
    0       0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
    7,048,689 6,800,445 5,969,249 5,242,294 25,060,677
    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).)
    NONE
    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.
    NONE
    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:
    Stephen Young Program Director
    61 West Superior Street
    Chicago,IL60654
    (312) 799-8002
    bThe form in which applications should be submitted and information and materials they should include:
    FOR GRANTS TO EXEMPT ORGANIZATIONS, APPLICATIONS SHOULD BE MADE BY LETTER AND SHOULD INCLUDE INFORMATION ABOUT THE REQUESTING ORGANIZATION AND A DETAILED DESCRIPTION OF HOW THE GRANT WILL BE USED. APPLYING ORGANIZATIONS SHOULD INCLUDE DOCUMENTS VERIFYING TAX STATUS. APPLICATIONS FOR SUPPORT FOR NEEDY POETS SHOULD BE MADE BY LETTER BY INDIVIDUALS NOT RELATED TO THE POET. INFORMATION THAT ALLOWS THE FOUNDATION TO VERIFY THE POET'S STATUS MUST BE PROVIDED.
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES. GRANT APPLICATIONS ARE REVIEWED PERIODICALLY ON A YEAR ROUND BASI
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE POETRY FOUNDATION IS A PRIVATE EXEMPT OPERATING FOUNDATION AND PRIMARILY RUNS ITS OWN PROGRAMS. WE HAVE A SMALL GRANTS PROGRAM FOR ORGANIZATIONS WHOSE WORK IS CONSISTENT WITH THE FOUNDATION'S MISSION AND WHO MAY BE BETTER ABLE TO FULFILL THE FOUNDATION'S MISSION IN PARTICULAR AREAS. WE ALSO HAVE A SMALL FUND TO PROVIDE FINANCIAL SUPPORT TO POETS IN EMERGENCY FINANCIAL SITUATIONS, PRIMARILY RELATED TO HEALTHCARE.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    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
    Academy of American Poets
    75 Maiden Lane Ste 901
    New York,NY10038
    None PC National Poetry Month Sponsorship 10,000
    Alliance for Young Artists & Writers Inc
    57 Broadway
    New York,NY10012
    None PC National Student Poets Program 20,000
    American Public Media
    PO Box 70870
    St Paul,MN551709788
    None PC Sponsorship of The Writer's Almanac 120,000
    Arts Alliance Illinois
    70 E Lake St
    Chicago,IL60601
    None PC Institutional Partner Membership 1,000
    AWP
    4400 University Dr
    Fairfax,VA22030
    None PC AWP Conference Sponsorship 10,000
    Brooklyn Academy of Music
    30 Lafayette Avenue
    Brooklyn,NY11217
    None PC Program Support 60,000
    Cave Canem Foundations Inc
    20 Jay St Ste 310-A
    Brooklyn,NY11201
    None PC General Support of Poetry Programs 15,000
    Chicago Book Expo
    911 Michigan Ave 2
    Evanston,IL60202
    None PC General Support of Poetry Programs 1,000
    Dorothy Lasky
    404 W 116th St Apt 43
    New York,NY10027
    None NC Blackbox Award 2,500
    Ecrivains en Bord de Mer
    61 Rue Amiral du Chaffault
    Paris    
    FR
    None NC General Support of Poetry Programs 6,600
    Guild Complex
    PO Box 478880
    Chicago,IL606479998
    None PC General Support of Poetry Programs 13,000
    Massachusetts Museum of Contemporary Art
    1040 MASS MoCA Way
    North Adams,MA01247
    None PC Poetry Festival Activity 4,000
    National Public Radio
    1111 North Capitol Street NE
    Washington,DC20002
    None PC General Support of Poetry Programs 150,000
    Noble Network of Charter Schools
    1 N State St
    Chicago,IL60602
    None PC General Support of Poetry Programs 7,500
    Northeastern Ill University Foundation
    5500 N St Louis Ave
    Chicago,IL60625
    None PC General Support of Poetry Programs 10,000
    Poetry Society of America
    15 Gramercy Park
    New York,NY10003
    None PC General Support of Poetry Programs 10,000
    Poets In Need
    PO Box 5411
    Berkeley,CA94705
    None PC Poets in Need 20,000
    Snow City Arts Foundation
    1653 W Congress Pkwy
    Chicago,IL60612
    None PC General Support of Poetry Programs 10,000
    Spudnik Press Cooperative
    1821 W Hubbard Ste 302
    Chicago,IL60622
    None PC Annual Printers' Ball Sponsorship 15,000
    Team Englewood Academy
    6201 S Stewart Ave
    Chicago,IL60621
    None PC High School Poetry Exchange 7,500
    The Poetry Center of Chicago
    78 E Washington
    Chicago,IL60602
    None PC Hands-on-Stanzas Poetry Scholarship Support 10,000
    University of Nebraska
    151 Whittier Research Center
    Lincoln,NE68583
    None PC Poetry in Newspapers Syndication 35,000
    WETA
    2775 S Quincy St
    Arlington,VA222062269
    None PC PBS NewsHour Sponsorship 200,000
    WGBH
    1 Guest St
    Boston,MA021352016
    None PC Poetry In America 50,000
    Young Chicago Authors
    1180 N Milwaukee Ave
    Chicago,IL60642
    None PC Teaching Artists Corps Program Support 40,000
    Alice E Notley
    21 rue des Messageries
    Paris   75010
    FR
    None NC Ruth Lilly Poetry Prize 100,000
    Amy Newman
    810 Lawnwood Ave
    DeKalb,IL60115
    None NC The Friends of Literature Prize 500
    Beth Loffreda
    406 South 13th St
    Laramie,WY82070
    None NC Pegasus Award for Criticism Finalist 500
    CBR Arts LLC
    453 Stanford Dr
    Claremont,CA91711
    None NC Pegasus Award for Poetry Criticism Finalist 500
    Danniel Schoonebeek
    723 Gifford Hill Rd
    Oneonta,NY13820
    None NC Ruth Lilly Fellowship 25,800
    Erika Sanchez
    3147 S May St
    Chicago,IL60608
    None NC Ruth Lilly Fellowship 25,800
    Jacqueline Woodson Inc
    376 5th St
    Brooklyn,NY11215
    None NC Young People's Poet Laureate 25,000
    James Longenbach
    1685 Highland Ave
    Rochester,NY14618
    None NC Pegasus Award for Criticism 1,000
    Jamila A Woods
    909 W 19th Pl Apt B
    Chicago,IL60608
    None NC Ruth Lilly Fellowship 25,800
    Jenny Zhang
    67-50 Burns St
    Forest Hills,NY11375
    None NC Editors Prize for Feature Article 1,000
    Jillian Weise
    210 Ashley Ave
    Greenville,SC29609
    None NC J. Howard and Barbara M.J. Wood Prize 5,000
    Khaled Mattawa
    1348 Ardmoor Avenue
    Ann Arbor,MI48103
    None NC Pegasus Award for Criticism Finalist 1,000
    Langdon Hammer
    167 Armory St
    Hamden,CT06517
    None NC Pegasus Award for Poetry Criticism Finalist 1,000
    Mark Ford
    9 Statham Grove
    London   N16 9DP
    UK
    None NC Pegasus Award for Poetry Criticism 7,500
    Mary Rae Armantrout
    4774 E Mountain View Dr
    San Diego,CA92116
    None NC Levinson Prize 500
    Maya C Popa
    46 E 91 St Apt 3C
    New York,NY10128
    None NC Editors Prize for Reviewing 1,000
    Michael Hofmann
    Koppel 32
    Hamburg   20099
    GM
    None NC Pegasus Award for Criticism Finalist 1,000
    Mindy Zhang
    13020 Jolette Ave
    Granada Hills,CA91344
    None NC John Frederick Nims Memorial Prize for Translation 500
    Nathaniel Marshall
    402 S Washington S Apt 2
    Crawfordsville,IN47933
    None NC Ruth Lilly Fellowship 25,800
    Pierre Joris
    7101 Shore Rd 2J
    Brooklyn,NY11209
    None NC Pegasus Award for Criticism Finalist 1,000
    Safiya J Sinclair
    24 Pearl St
    Provincetown,MA02657
    None NC Ruth Lilly Fellowship 25,800
    Tarfia Faizullah
    10000 Dequindre Street
    Hamtramck,MI48212
    None NC Frederick Bock Prize 500
    Terrance Hayes
    5545 Avondale Place
    Pittsburgh,PA15206
    None NC Bess Hokin Prize 1,000
    Eugene D Richie
    67 Edgewood Rd
    Port Washington,NY11050
    None NC Pegasus Award for Criticism 500
    Roseanne Wasserman
    67 Edgewood Rd
    Port Washington,NY11050
    None NC Pegasus Award for Criticism 500
    Peter O'Leary
    1318 S Oak Park Ave
    Berwyn,IL60402
    None NC Pegasus Award for Criticism 1,000
    Aaron Preston
    309 Pennwyn Pl
    Reading,PA19607
    None NC Recitation Prize 100
    Abigail Thompson
    2446 N 47th St
    Milwaukee,WI53210
    None NC Recitation Prize 100
    Academy of Arts and Academics
    615 Main St
    Springfield,OR97477
    None NC Grant for Book Purchase 500
    Ahkei Togun
    5711 Fairford Lane
    Virginia Beach,VA23464
    None NC Recitation Prize 200
    Ahkei Togun
    5711 Fairford Lane
    Virginia Beach,VA23464
    None NC Recitation Prize 1,000
    Alesha Hurst
    PO Box 327
    Fountain Green,UT84632
    None NC Recitation Prize 100
    Alex Hanesworth
    8605 Southridge Pl
    Anacortes,WA98221
    None NC Recitation Prize 200
    Alex Schumacher
    5312 E 28th St
    Sioux Falls,SD57110
    None NC Recitation Prize 100
    Alexis Danielle Granville
    6180 Rose St
    Zachary,LA70791
    None NC Recitation Prize 100
    Alyssa Moncure
    12603 Granada Rd
    Leawood,KS66209
    None NC Recitation Prize 100
    Amanda Pohlman
    9328 Margo Circle
    La Vista,NE68128
    None NC Recitation Prize 200
    Anacortes High School
    1600 20th St
    Anacortes,WA98221
    None NC Grant for Book Purchase 500
    Anna Julia Cooper Episcopal School
    2124 N 29th St
    Richmond,VA23223
    None NC Grant for Book Purchase 200
    Annabelle Emuze
    2324 South Willemore Ave
    Springfield,IL62704
    None NC Recitation Prize 200
    Antilles School
    7280 Frenchmans Bay 16-1
    St Thomas,VI00802
    None NC Grant for Book Purchase 500
    Ari Dalbert
    84-744 Moua St
    Waianae,HI96792
    None NC Recitation Prize 200
    Ari Dalbert
    84-744 Moua St
    Waianae,HI96792
    None NC Recitation Prize 1,000
    ArvadaClearmont
    Sheridan County School District 3
    Clearmont,WY82835
    None NC Grant for Book Purchase 500
    Ashley Brage
    2903 4th Ave NW
    Watertown,SD57201
    None NC Recitation Prize 200
    Barrington Christian Academy
    9 Old Country Road
    Barrington,RI02806
    None NC Grant for Book Purchase 200
    Battle Ground Academy
    336 Ernest Rice Ln
    Franklin,TN37069
    None NC Grant for Book Purchase 500
    Baxter Murrell
    415 Raintree Ct
    Winter Park,FL32789
    None NC Recitation Prize 200
    Beatrice C Dimaculangan
    30 Archbridge Lane
    Springfield,NJ07081
    None NC Recitation Prize 200
    Bell Academy Homeschool
    2311 The Peaks Blvd
    Rogers,AR72758
    None NC Grant for Book Purchase 200
    Bellows Free Academy
    71 South Main Street
    St Albans,VT05452
    None NC Grant for Book Purchase 500
    Ben Cohen
    75 Peacedale Rd
    Needham,MA02492
    None NC Recitation Prize 100
    Ben Franklin High School
    2001 Leon C Simon Dr
    New Orleans,LA70122
    None NC Grant for Book Purchase 200
    Bethany High School
    4500 N Mueller
    Bethany,OK73008
    None NC Grant for Book Purchase 500
    Blessed Sheriff
    19932 Tygart Ln
    Gaithersburg,MD20879
    None NC Recitation Prize 100
    Box Elder High School
    380 S 600 W
    Brigham City,UT84302
    None NC Grant for Book Purchase 500
    Brighton High School
    1150 Winton Rd S
    Rochester,NY14618
    None NC Grant for Book Purchase 500
    Burwell Public Schools
    190 I St Box 670
    Burwell,NE68823
    None NC Grant for Book Purchase 200
    Cacia Leighann Rose
    24 Westchester Dr
    Winchester,KY40391
    None NC Recitation Prize 100
    Cal Thomas Kreiner
    10321 Leland Dr
    Greenville,MI48838
    None NC Recitation Prize 100
    Cameron Downey
    1205 Thomas Ave N
    Minneapolis,MN55411
    None NC Recitation Prize 200
    Capital High School MT
    100 Valley Dr
    Helena,MT59601
    None NC Grant for Book Purchase 200
    Carol Pollard
    109 West Cheryl St
    Osceola,AR72370
    None NC Recitation Prize 200
    Caroline Sprague
    PO Box 898
    Stockbridge,MA01262
    None NC Recitation Prize 200
    Carys Snyder
    109 Mimosa Dr
    Starkville,MS39759
    None NC Recitation Prize 100
    Casey Ryan Goggin
    36 Kilbride Dr
    Pinehurst,NC28374
    None NC Recitation Prize 200
    Casey Ryan Goggin
    36 Kilbride Dr
    Pinehurst,NC28374
    None NC Recitation Prize 5,000
    Centennial High School - Columbus Ohio
    1441 Bethel Road
    Columbus,OH43220
    None NC Grant for Book Purchase 200
    Cheyenne A Schultz
    PO Box 824
    Victor,ID83455
    None NC Recitation Prize 200
    College of Southern Nevada High School
    6375 W Charleston Blvd WHM
    Las Vegas,NV89146
    None NC Grant for Book Purchase 200
    Coral Brantly
    3130 Maple Ridge Rd
    Petoskey,MI49770
    None NC Recitation Prize 200
    Dakota Scarlet Green
    4134 Clarendon
    Bel Aire,KS67220
    None NC Recitation Prize 100
    Dessaline Etienne
    17 Oakwood Circle 3
    Goffstown,NH03045
    None NC Recitation Prize 200
    Diana Mildred James
    3125 Alabama Ave SE
    Washington,DC20020
    None NC Recitation Prize 200
    Dominique Groffman
    1682 Sunshine Rd
    Minden,NV89423
    None NC Recitation Prize 200
    Douglas High School
    1670 Hwy 88
    Minden,NV89423
    None NC Grant for Book Purchase 500
    Dylan Baker
    8380 Los Monteros St
    Las Vegas,NV89129
    None NC Recitation Prize 100
    Dylan Collins
    9 Lower Powder River Rd
    Arvada,WY82831
    None NC Recitation Prize 200
    EO Smith High School
    1235 Storrs Rd
    Storrs,CT06268
    None NC Grant for Book Purchase 500
    Eastern Greene High School
    11064 E State Rd 54
    Bloomfield,IN47424
    None NC Grant for Book Purchase 200
    Edson A Alvarado Fierro
    509 Kingston Pl
    Yukon,OK73099
    None NC Recitation Prize 200
    Ella Werner
    21 Carriage Road
    Freeport,ME04032
    None NC Recitation Prize 100
    Ellen Podhajsky
    709 West Linn St
    Marshalltown,IA50158
    None NC Recitation Prize 100
    Elliot G Davidson
    712 Buffalo Rd
    Lewisburg,PA17837
    None NC Recitation Prize 200
    Emily Williams
    PO Box 445
    Manchester,VT05254
    None NC Recitation Prize 100
    Emma Libersky
    12548 Hillside Dr
    Plymouth,IN46563
    None NC Recitation Prize 200
    Emma Libersky
    12548 Hillside Dr
    Plymouth,IN46563
    None NC Recitation Prize 1,000
    Emma Sawyer
    PO Box 164
    Buruell,NE68823
    None NC Recitation Prize 100
    Esc Sup Tech Manuel Mediavilla Negron
    PO Box 8930
    Humacao   00791
    RQ
    None NC Grant for Book Purchase 500
    Faiza Abubakar
    3547 Emerson Ave N
    Minneapolis,MN55412
    None NC Recitation Prize 100
    Falyn Lazarus
    11490 Butter Rd
    Grass Valley,CA95945
    None NC Recitation Prize 100
    Gabriella Sipe
    2523 Cedar Park Loop
    Olympia,WA98501
    None NC Recitation Prize 100
    George Rogers Clark High School
    2745 Boonesboro Rd
    Winchester,KY40391
    None NC Grant for Book Purchase 200
    Goffstown High School
    27 Wallace Rd
    Goffstown,NH03045
    None NC Grant for Book Purchase 500
    Grace Anderson
    1945 N Mohawk
    Chicago,IL60614
    None NC Recitation Prize 100
    Grace Catherine Whitten
    4092 Indian Hills Rd
    Columbia,TN38401
    None NC Recitation Prize 200
    Grand Prairie High School
    101 High School Drive
    Grand Prairie,TX75050
    None NC Grant for Book Purchase 200
    Grant County High School
    715 Warsaw Rd
    Dry Ridge,KY41035
    None NC Grant for Book Purchase 500
    Greenbrier East High School
    1 Spartan Ln
    Lewisburg,WV24901
    None NC Grant for Book Purchase 500
    Gypsy Prince
    1149 J St
    Springfield,OR97477
    None NC Recitation Prize 200
    Haley Bryan
    13 Wilorn Dr
    Dry Ridge,KY41035
    None NC Recitation Prize 200
    Hannah Sturgis
    560 Dairy Dr
    Smyrna,DE19977
    None NC Recitation Prize 200
    Holt High School
    600 Campus Dr
    Wentzville,MO63385
    None NC Grant for Book Purchase 500
    Holy Spirit Catholic High School
    601 James I Harrison Jr Pkwy E
    Tuscaloosa,AL35405
    None NC Grant for Book Purchase 500
    Ian H Walls
    2587 N Oakland Ave
    Milwaukee,WI53211
    None NC Recitation Prize 1,000
    Ian H Walls
    2587 N Oakland Ave
    Milwaukee,WI53211
    None NC Recitation Prize 200
    Isabella Bello Rivera
    PO Box 2343
    Guayama   785
    RQ
    None NC Recitation Prize 100
    Jalen A Bell
    2311 The Peaks Blvd
    Rogers,AR72758
    None NC Recitation Prize 100
    Jeana Lovett
    5114 Herndon Cir
    Colorado Springs,CO80920
    None NC Recitation Prize 200
    Jillian Miley
    76 Raintree Dr
    Port Orange,FL32127
    None NC Recitation Prize 100
    Jonathan Dayton High School
    139 Mountain Ave
    Springfield,NJ07081
    None NC Grant for Book Purchase 500
    Jonathan Qualls
    PO Box 308415
    St. Thomas   803
    VQ
    None NC Recitation Prize 200
    Jordan Klein
    44-591 Kaneohe Bay Dr
    Kaneohe,HI96744
    None NC Recitation Prize 100
    Joseph Belcher
    2913 Spartacus Dr
    Grand Prairie,TX75052
    None NC Recitation Prize 100
    Joshua Mugabe
    339 Twin Lakes Rd
    Rock Hill,SC29732
    None NC Recitation Prize 200
    Josie Kasik
    2251 Barker Ave
    Sergeant Bluff,IA51054
    None NC Recitation Prize 200
    Joy Carino
    600 Cruise St
    Starkville,MS39759
    None NC Recitation Prize 200
    Juan A Oseguera
    1316 Whispering Hill
    Ada,OK74820
    None NC Recitation Prize 100
    Junia Washington
    PO Box 10806
    St. Thomas   00801-3806
    VQ
    None NC Recitation Prize 100
    Kate Goorland
    32 Shellburne Dr
    Wilmington,DE19803
    None NC Recitation Prize 100
    Kelsey Anderson
    2411 Old Clifty Rd
    Bloomfield,IN47424
    None NC Recitation Prize 100
    Keystone School
    119 E Craig Pl
    San Antonio,TX78212
    None NC Grant for Book Purchase 500
    Keystone School
    119 E Craig Pl
    San Antonio,TX78212
    None NC Grant for Book Purchase 500
    Kyla Bates
    6125 Cedar Pointe Blvd
    Baton Rouge,LA70812
    None NC Recitation Prize 200
    Kyle Fox Shreve
    5018 Saint Simon Ct
    Frederick,MD21703
    None NC Recitation Prize 200
    La Cueva High School
    7801 Wilshire Ave NE
    Albuquerque,NM87122
    None NC Grant for Book Purchase 200
    Leanne Noelle Chun
    1438 E Haven Lane
    Olathe,KS66062
    None NC Recitation Prize 200
    Leanne Noelle Chun
    1438 E Haven Lane
    Olathe,KS66062
    None NC Recitation Prize 1,000
    Lena Blackmon
    16965 S Orchid Flower Trail
    Vail,AZ85641
    None NC Recitation Prize 100
    Levi Lowe
    18171 6th Ave
    Jamestown,CA95327
    None NC Recitation Prize 200
    Levi Lowe
    18171 6th Ave
    Jamestown,CA95327
    None NC Recitation Prize 1,000
    Lewisburg Area High School
    815 Market St
    Lewisburg,PA17837
    None NC Grant for Book Purchase 500
    Liam McKenna
    28 Waterbury St Apt A
    Saratoga Springs,NY12866
    None NC Recitation Prize 100
    Liberty High School CO
    8720 Scarborough Dr
    Colorado Springs,CO80920
    None NC Grant for Book Purchase 500
    Maeva Ordaz
    806 W 57th Ave
    Anchorage,AK99518
    None NC Recitation Prize 200
    Maeva Ordaz
    806 W 57th Ave
    Anchorage,AK99518
    None NC Recitation Prize 20,000
    Magic City Campus
    1100 11th Ave SW
    Minot,ND58701
    None NC Grant for Book Purchase 500
    Mahwah High School
    50 Ridge Rd
    Mahwah,NJ07430
    None NC Grant for Book Purchase 200
    Marissa Corleone
    1569 Forrest Ave
    Memphis,TN38112
    None NC Recitation Prize 100
    Marshalltown High School
    1602 S 2nd Ave
    Marshalltown,IA50158
    None NC Grant for Book Purchase 200
    Maya Bryant
    52 Old Jamestown Ct
    Wentzville,MO63385
    None NC Recitation Prize 200
    Mekiah Hall
    257 Shadow Ct
    Huntsville,AL35824
    None NC Recitation Prize 100
    Michelle Zhou
    9500 Peralta Rd NE
    Albuquerque,NM87109
    None NC Recitation Prize 100
    Milwaukee High School of the Arts
    2300 W Highland Ave
    Milwaukee,WI53233
    None NC Grant for Book Purchase 500
    Milwaukee High School of the Arts
    2300 W Highland Ave
    Milwaukee,WI53233
    None NC Grant for Book Purchase 500
    Milwaukee High School of the Arts
    2300 W Highland Ave
    Milwaukee,WI53233
    None NC Grant for Book Purchase 200
    Mississippi School for Math and Science
    1100 College St MVW-1627
    Columbus,MS39701
    None NC Grant for Book Purchase 500
    Monument Mountain Regional High School
    600 Stockbridge Rd
    Great Barrington,MA01230
    None NC Grant for Book Purchase 500
    Morgan Alexandria Futrell-McMillan
    1310 Grandiflora Dr
    Leland,NC28451
    None NC Recitation Prize 100
    Mt Ararat High School
    73 Eagles Way
    Topsham,ME04086
    None NC Grant for Book Purchase 500
    Needham High School
    609 Webster St
    Needham Heights,MA02494
    None NC Grant for Book Purchase 200
    Neely Seams
    410 Hahn St
    Lewisburg,WV24901
    None NC Recitation Prize 200
    Nevada Union High School
    11761 Ridge Rd
    Crass Valley,CA95945
    None NC Grant for Book Purchase 200
    New Century Technology High School
    2500 Meridian St
    Huntsville,AL35811
    None NC Grant for Book Purchase 200
    Nichola Metzger
    206 Oakdale Dr
    Rochester,NY14618
    None NC Recitation Prize 200
    Nicole Louw
    4111 Midway Ln
    Tuscaloosa,AL35406
    None NC Recitation Prize 200
    Nora Doyle
    408 Hunt Rd
    Bridgewater,NH03222
    None NC Recitation Prize 100
    North Sanpete High School
    c/o Ben Cox
    Mt Pleasant,UT84647
    None NC Grant for Book Purchase 200
    Northeast Magnet High School
    5550 N Lycee
    Bel Aire,KS67226
    None NC Grant for Book Purchase 200
    Northern Cass School
    16021 18th St SE
    Hunter,ND58048
    None NC Grant for Book Purchase 200
    Notre Dame de Sion
    10631 Wornell Rd
    Kansas City,MO64114
    None NC Grant for Book Purchase 200
    Olathe South High School
    1640 E 151st St
    Olathe,KS66062
    None NC Grant for Book Purchase 500
    Olathe South High School
    1640 E 151st St
    Olathe,KS66062
    None NC Grant for Book Purchase 500
    Olympia High School
    1302 North Street
    Olympia,WA98501
    None NC Grant for Book Purchase 200
    Owen Elphick
    470 South Eagleville Rd
    Storrs,CT06268
    None NC Recitation Prize 200
    Owen Elphick
    470 South Eagleville Rd
    Storrs,CT06268
    None NC Recitation Prize 1,000
    Paris Stroud
    463 Camden Woods Dr
    Dallas,GA30157
    None NC Recitation Prize 200
    Paris Stroud
    463 Camden Woods Dr
    Dallas,GA30157
    None NC Recitation Prize 10,000
    Paulding County High School
    1297 Villa Rica Hwy
    Dallas,GA30157
    None NC Grant for Book Purchase 500
    Petoskey High School
    1500 Hill St
    Petoskey,MI49770
    None NC Grant for Book Purchase 500
    Pinecrest High School
    250 Voit Gilmore Lane
    Southern Pines,NC28387
    None NC Grant for Book Purchase 500
    Pinecrest High School
    250 Voit Gilmore Lane
    Southern Pines,NC28387
    None NC Grant for Book Purchase 500
    Plymouth High School
    1 Big Red Drive
    Plymouth,IN46563
    None NC Grant for Book Purchase 500
    Plymouth High School
    1 Big Red Drive
    Plymouth,IN46563
    None NC Grant for Book Purchase 500
    Plymouth Regional High School
    86 Old Ward Bridge Rd
    Plymouth,NH03264
    None NC Grant for Book Purchase 200
    Polytech High School
    823 Walnut Shade Rd
    Woodside,DE19980
    None NC Grant for Book Purchase 500
    Portsmouth Abbey School
    285 Corys Ln
    Portsmouth,RI02871
    None NC Grant for Book Purchase 500
    Rachel Patty
    448 Sugarite Ave
    Raton,NM87740
    None NC Recitation Prize 200
    Raton High School
    1535 Tiger Circle
    Raton,NM87740
    None NC Grant for Book Purchase 500
    Reading High School
    801 North 13th Street
    Reading,PA19604
    None NC Grant for Book Purchase 200
    Rebecca Dulaney
    324 State Highway III Lot 2
    Aladdin,WY82710
    None NC Recitation Prize 100
    Renee Weisz
    9 Old Hill Farms Rd
    Westport,CT06880
    None NC Recitation Prize 100
    Richard Montgomery High School
    250 Richard Montgomery Drive
    Rockville,MD20852
    None NC Grant for Book Purchase 200
    Riley Knowles
    1810 Carriage Way
    West Linn,OR97068
    None NC Recitation Prize 100
    Roberto St Claudio Montes
    Urb Villas de Buenaventura 340
    Yabucoa   767
    RQ
    None NC Recitation Prize 200
    Rose Horowitz
    75 Ash Cove Rd
    Harpswell,ME04079
    None NC Recitation Prize 200
    Ryan Montesi
    4206 Woodberry St
    University Park,MD20782
    None NC Recitation Prize 100
    Sadie Belle Merkley
    4278 Corinne Cutoff
    Corinne,UT84307
    None NC Recitation Prize 200
    Sam Terry
    9231 Bingham
    San Antonio,TX78230
    None NC Recitation Prize 200
    Samara Huggins
    5440 Trumpet Vine Trail
    Mableton,GA30126
    None NC Recitation Prize 100
    Samuel Boudreau
    2 Sams Lane
    Swanton,VT05488
    None NC Recitation Prize 200
    Samuel Buckley Terry
    9231 Bingham
    San Antonio,TX78230
    None NC Recitation Prize 1,000
    Sara Zoat
    6 Degraaf Ct
    Suite 420
    Mahwah,NJ07430
    None NC Recitation Prize 100
    Sarah G Binau
    365 N Cassingham Rd
    Columbus,OH43209
    None NC Recitation Prize 200
    Sarah G Binau
    365 N Cassingham Rd
    Columbus,OH43209
    None NC Recitation Prize 1,000
    Saratoga Springs High School
    3 Blue Streak Blvd
    New York,NY12866
    None NC Grant for Book Purchase 200
    Skutt Catholic High School
    3131 S 156th Street
    Omaha,NE68130
    None NC Grant for Book Purchase 500
    Sonora High School
    100 School St
    Sonora,CA95370
    None NC Grant for Book Purchase 500
    Sonora High School
    100 School St
    Sonora,CA95370
    None NC Grant for Book Purchase 500
    Spartanburg Day School
    1701 Skylyn Dr
    Spartanburg,SC29307
    None NC Grant for Book Purchase 200
    Springfield Southeast High School
    2350 East Ash St
    Springfield,IL62703
    None NC Grant for Book Purchase 500
    Spruce Creek High School
    801 Taylor Rd
    Port Orange,FL32127
    None NC Grant for Book Purchase 200
    St Anselm's Abbey School
    4501 S Dakota Ave NE
    Washington,DC20017
    None NC Grant for Book Purchase 200
    St George's Independent School
    1880 Wolf River Blvd
    Collierville,TN38017
    None NC Grant for Book Purchase 200
    Staples High School
    70 North Ave
    Westport,CT06880
    None NC Grant for Book Purchase 200
    Starkville High School
    603 Yellow Jacket Dr
    Starkville,MS39759
    None NC Grant for Book Purchase 200
    Sundance Secondary School
    Attn Mason Neiman
    Sundance,WY82729
    None NC Grant for Book Purchase 200
    Sunny Ridge 4-H
    9469 S Powerline Rd
    Nampa,ID83686
    None NC Grant for Book Purchase 200
    Tallwood High School
    1668 Kempsville Rd
    Virginia Beach,VA23464
    None NC Grant for Book Purchase 500
    Tamie Montagne
    322 Ashwick Court
    Spartanburg,SC29301
    None NC Recitation Prize 100
    TaShaiya Henderson
    4600 E 197th Pl
    Thornton,CO80233
    None NC Recitation Prize 100
    Taylor Blossom
    905 Lodestar Rd
    Helena,MT59602
    None NC Recitation Prize 100
    Taylor Rogers
    118 W Alder St Apt 305
    Missoula,MT59802
    None NC Recitation Prize 200
    Teton High School
    555 Ross Ave
    Driggs,ID83422
    None NC Grant for Book Purchase 500
    The Blake School
    511 Kenwood Parkway
    Minneapolis,MN55403
    None NC Grant for Book Purchase 500
    Thornton High School
    9351 N Washington St
    Thornton,CO80229
    None NC Grant for Book Purchase 200
    Trinity Christian School
    875 Auloa Rd
    Kailua,HI96734
    None NC Grant for Book Purchase 200
    Tyler A Ray
    1147 Price Run Rd
    Webster Springs,WV26288
    None NC Recitation Prize 100
    University High School Arizona
    421 N Arcadia Ave
    Tucson,AZ85716
    None NC Grant for Book Purchase 200
    University of Chicago Lab High School
    1362 E 59th St
    Chicago,IL60637
    None NC Grant for Book Purchase 200
    Ursuline Academy
    1106 Pennsylvania Ave
    Wilmington,DE19806
    None NC Grant for Book Purchase 200
    VI Montessori School Inc
    6936 Vessup Ln
    St Thomas   802
    VQ
    None NC Grant for Book Purchase 200
    Victoria Moloney
    742 C Broadway St
    Eielson AFB,AK99702
    None NC Recitation Prize 100
    Virginia Harness
    9469 S Powerline Rd
    Nampa,ID83686
    None NC Recitation Prize 100
    Waianae High School
    85-251 Farrington Hwy
    Waianae,HI96792
    None NC Grant for Book Purchase 500
    Washington High School
    501 N Sycamore
    Sioux Falls,SD57110
    None NC Grant for Book Purchase 200
    Watertown High School
    Box 730
    Watertown,SD57201
    None NC Grant for Book Purchase 500
    West Anchorage High School
    1700 Hillcrest Dr
    Anchorage,AK99517
    None NC Grant for Book Purchase 500
    West Anchorage High School
    1700 Hillcrest Dr
    Anchorage,AK99517
    None NC Grant for Book Purchase 500
    West Linn High School
    5464 West A St
    West Linn,OR97068
    None NC Grant for Book Purchase 200
    Whitefield Academy
    1 Whitefield Dr
    Mableton,GA30126
    None NC Grant for Book Purchase 200
    Willard Alternative High
    901 South 6th West
    Missoula,MT59801
    None NC Grant for Book Purchase 500
    Winter Park High School
    2100 Summerfield Rd
    WInter Park,FL32792
    None NC Grant for Book Purchase 500
    Yarmouth High School
    286 West Elm St
    Yarmouth,ME04096
    None NC Grant for Book Purchase 200
    Yesenia Rego
    145 Campbell Ave
    East Providence,RI02916
    None NC Recitation Prize 100
    York Preparatory Academy
    1047 Golden Gate Ct
    Rock Hill,SC29732
    None NC Grant for Book Purchase 500
    Zach Howatt
    602 Lynn Dawn Dr
    Argusville,ND58005
    None NC Recitation Prize 100
    Zachary High School
    4100 Bronco Lane
    Zachary,LA70791
    None NC Grant for Book Purchase 500
    Zaskia Villa
    487 Alondra Ct
    Rio Rico,AZ85648
    None NC Recitation Prize 200
    Zoe Butler
    168 Cottontail Dr
    Portsmouth,RI02871
    None NC Recitation Prize 200
    Total .................................bullet 3a 1,203,100
    bApproved for future payment
    Abigail Etterson
    6770 Hougen Ln
    Duluth,MN55803
    None NC Recitation Prize 200
    Ahkei Togun
    5711 Fairford Lane
    Virginia Beach,VA23464
    None NC Recitation Prize 200
    Ahkei Togun
    5711 Fairford Lane
    Virginia Beach,VA23464
    None NC Recitation Prize 20,000
    Alexia Buckner
    4604 Tulip Bend Dr
    Memphis,TN38135
    None NC Recitation Prize 200
    Alexia Gorton
    PO Box 239
    New Boston,NH03070
    None NC Recitation Prize 100
    All Saints Cathedral School
    PO Box 308
    St Thomas,VI00804
    None PC Grant for Book Purchase 500
    Aloha Community Library Association
    PO Box 6561
    Aloha,OR97007
    None PC Grant for Book Purchase 500
    Amber Price
    9744 Dee Rd Apt 302
    Des Plaines,IL60016
    None NC Recitation Prize 100
    Austin Paulhus
    L/7 Fales St FL 2
    Central Falls,RI02863
    None NC Recitation Prize 200
    Betsy Layne High School
    PO Box 437
    Betsy Layne,KY41605
    None PC Grant for Book Purchase 200
    Betty Fairfax High School
    8225 S 59th Ave
    Laveen,AZ85339
    None PC Grant for Book Purchase 500
    Bishop Heelan High School
    1018 Grandview Blvd
    Sioux City,IA51102
    None PC Grant for Book Purchase 500
    Bloomington High School North
    3901 North Kinser Pike
    Bloomington,IN47403
    None PC Grant for Book Purchase 200
    Bolton High School
    7323 Brunswick Rd
    Arlington,TN38002
    None PC Grant for Book Purchase 500
    Brandon Dawson
    245 Union Church Rd
    Townsend,DE19734
    None NC Recitation Prize 100
    Brookfield Central High School
    16900 W Gebhardt Rd
    Brookfield,WI53005
    None PC Grant for Book Purchase 500
    Caitlin A McCormick
    724 E University Blvd
    Tucson,AZ85719
    None NC Recitation Prize 100
    Cambridge High School
    2845 Bethany Bend
    Milton,GA30004
    None PC Grant for Book Purchase 500
    Cambridge High School
    2845 Bethany Bend
    Milton,GA30004
    None PC Grant for Book Purchase 500
    Capital High School MT
    100 Valley Dr
    Helena,MT59601
    None PC Grant for Book Purchase 200
    Carol Ambriz
    4816 NW Pollards Ave
    Lawton,OK73505
    None NC Recitation Prize 100
    Caroline Huber
    103 Gramercy Ct
    Minot AFB,ND58704
    None NC Recitation Prize 200
    Carson Morneau
    92-831 Makakilo Dr 30
    Kapolei,HI96707
    None NC Recitation Prize 100
    Cedar Catholic High School
    401 S Broadway
    Hartington,NE68739
    None PC Grant for Book Purchase 200
    Celeste Sena
    40 Tuers Ave
    Jersey City,NJ07306
    None NC Recitation Prize 200
    Chaminade-Julienne High School
    505 S Ludlow St
    Dayton,OH45402
    None PC Grant for Book Purchase 500
    Charisma Henry
    10235 Evesham Ln
    Fairfax,VA22030
    None NC Recitation Prize 100
    Charleston Co School of the Arts
    5109-B West Enterprise Street
    N Charleston,SC29405
    None PC Grant for Book Purchase 500
    Chiara Raimondo
    403 Margaret St
    Jamestown,NY14701
    None NC Recitation Prize 200
    Chiara Raimondo
    403 Margaret St
    Jamestown,NY14701
    None NC Recitation Prize 1,000
    Chigozie Maduchukwu
    9472 Havenview Way
    Elk Grove,CA95624
    None NC Recitation Prize 200
    Classical High School
    770 Westminster St
    Providence,RI02903
    None PC Grant for Book Purchase 200
    Cody Tulip
    N6473 Joyce Rd
    Arkansaw,WI54721
    None NC Recitation Prize 100
    Colegio San Jose
    PO Box 87
    San German,PR00683
    None PC Grant for Book Purchase 200
    Courtney Stewart
    2132 Wilbraham Rd
    Springfield,MA01119
    None NC Recitation Prize 200
    Danielle Corbett
    67 North Rd
    Sandown,NH03873
    None NC Recitation Prize 200
    Danielle Vitullo
    4958 Reedy Brook Ln
    Columbia,MD21044
    None NC Recitation Prize 100
    David Cendon Garcia
    6155 Fountain Valley Rd
    Colorado Springs,CO80911
    None NC Recitation Prize 200
    Deer School
    PO Box 56
    Deer,AR72628
    None PC Grant for Book Purchase 500
    Dominique Mims
    2256 Toler Creek
    Harold,KY41635
    None NC Recitation Prize 100
    Douglas Anderson School of Arts
    2445 San Diego Rd
    Jacksonville,FL32207
    None PC Grant for Book Purchase 200
    Dr Ronald E McNair Academic High School
    123 Coles St
    Jersey City,NJ07302
    None PC Grant for Book Purchase 500
    EO Smith High School
    1235 Storrs Rd
    Storrs,CT06268
    None PC Grant for Book Purchase 200
    El Camino High School at Ventura College
    61 Day Road
    Ventura,CA93003
    None PC Grant for Book Purchase 200
    Elizabethtown High School
    620 North Mulberry
    Elizabethtown,KY42701
    None PC Grant for Book Purchase 500
    Elko High School
    987 College Ave
    Elko,NV89801
    None PC Grant for Book Purchase 500
    Elko High School
    987 College Ave
    Elko,NV89801
    None PC Grant for Book Purchase 500
    Ellensburg High School
    1203 E Capitol Ave
    Ellensburg,WA98926
    None PC Grant for Book Purchase 500
    Emily Saunders
    511 Wall St
    Hebron,CT06248
    None NC Recitation Prize 200
    Emma Gousset
    522 East Jackson St
    Tupelo,MS38804
    None NC Recitation Prize 100
    Erica Jones
    316 50th St NE
    Washington,DC20019
    None NC Recitation Prize 200
    EscSec de la Universidad de Puerto Rico
    PO Box 23319
    San Juan,PR009313319
    None PC Grant for Book Purchase 500
    Fountain Valley School of Colorado
    6155 Fountain Valley School Rd
    Colorado Springs,CO80911
    None PC Grant for Book Purchase 500
    Gabrielle Hunt
    5 Cherry Hills Lane
    Yerington,NV89447
    None NC Recitation Prize 100
    Goffstown High School
    27 Wallace Rd
    Goffstown,NH03045
    None PC Grant for Book Purchase 200
    Good Hope High School
    210 Good Hope School Rd
    Cullman,AL35057
    None PC Grant for Book Purchase 200
    Grace Beumler
    572 Bison Trail
    Dakota Dunes,SD57049
    None NC Recitation Prize 200
    Grace Milligan
    4339 E Fairway Ct
    Monticello,IN47960
    None NC Recitation Prize 200
    Greenbrier East High School
    273 Spartan Ln
    Lewisburg,WV24901
    None PC Grant for Book Purchase 500
    Greenbrier East High School
    273 Spartan Ln
    Lewisburg,WV24901
    None PC Grant for Book Purchase 500
    Greer LeRoy
    860 Virginia Ave
    Midland,PA15059
    None NC Recitation Prize 200
    Guadalupe Nava-Pena
    3565 48th Ave NE
    Salem,OR97305
    None NC Recitation Prize 100
    Hannah Sturgis
    560 Dairy Dr
    Smyrna,DE19977
    None NC Recitation Prize 200
    Harbor City Interntional School
    332 W Micigan St Ste 300
    Duluth,MN55802
    None PC Grant for Book Purchase 500
    Harding Academy of Memphis
    1100 Cherry Rd
    Memphis,TN38117
    None PC Grant for Book Purchase 200
    Helena High School
    1300 Billings Avenue
    Helena,MT59601
    None PC Grant for Book Purchase 500
    Helena High School
    1300 Billings Avenue
    Helena,MT59601
    None PC Grant for Book Purchase 500
    Hickory High School
    640 N Hermitage Rd
    Hermitage,PA16148
    None PC Grant for Book Purchase 200
    Hunter Hazelton
    92 W Holly Ln
    Avondale,AZ85323
    None NC Recitation Prize 200
    International Community School
    11133 NE 65th
    Kirkland,WA98033
    None PC Grant for Book Purchase 200
    Iowa City High School
    1900 Morningside Dr
    Iowa City,IA52245
    None PC Grant for Book Purchase 200
    Irvin Mason Jr
    PO Box 307858
    St Thomas,VI00803
    None NC Recitation Prize 200
    Jackson Preparatory School
    PO Box 4940
    Jackson,MS39296
    None PC Grant for Book Purchase 500
    Jackson Preparatory School
    PO Box 4940
    Jackson,MS39296
    None PC Grant for Book Purchase 500
    Jake Andrews
    491 Cedar Core Rd
    Ellensburg,WA98926
    None NC Recitation Prize 200
    Jamestown High School
    350 E 2nd St
    Jamestown,NY14701
    None PC Grant for Book Purchase 500
    Jamestown High School
    350 E 2nd St
    Jamestown,NY14701
    None PC Grant for Book Purchase 500
    Jamie Montagne
    322 Ashwick Ct
    Spartanburg,SC29301
    None NC Recitation Prize 100
    Jane Kent
    345 Winchester Cir
    Mandeville,LA70448
    None NC Recitation Prize 100
    Jarod Atchley
    3373 SW 51 Terr
    Ocala,FL34474
    None NC Recitation Prize 200
    Jasmine Jackson
    703 Hardee Rd
    Kinston,NC28504
    None NC Recitation Prize 200
    Jeana Lovett
    1111 Heather Dr
    Waldron,AR72958
    None NC Recitation Prize 100
    Jeremy Roth-Rose
    66 Fosdyke St
    Providence,RI02906
    None NC Grant for Book Purchase 100
    Jesse Kruse
    PO Box 266
    Harington,NE68739
    None NC Recitation Prize 100
    John Richardson
    800 Quaint Acres Dr
    Silver Spring,MD20904
    None NC Recitation Prize 100
    Joshua Sands-Lee
    1701 Macon Rd Apt 512
    Perry,GA31069
    None NC Recitation Prize 100
    Juan A Oseguera
    1316 Whispering Hill
    Ada,OK74820
    None NC Recitation Prize 200
    Juan Diego Catholic High School
    11800 S 300 E
    Draper,UT84020
    None PC Grant for Book Purchase 200
    Keystone School
    119 E Craig Pl
    San Antonio,TX78212
    None PC Grant for Book Purchase 200
    Khaiyah Barber
    1533 Ellis Rd Apt H206
    Durham,NC27703
    None NC Recitation Prize 100
    Kinston High School
    2601 N Queen St
    Kinston,NC28525
    None PC Grant for Book Purchase 500
    Kirsten Meier
    1080 Lafayette Ct
    Brookfield,WI53005
    None PC Recitation Prize 200
    Kyla R Bates
    6125 Cedar Pointe Blvd
    Baton Rouge,LA70812
    None NC Recitation Prize 200
    La Cueva High School
    7801 Wilshire Ave NE
    Albuquerque,NM87122
    None PC Grant for Book Purchase 500
    Lawson David Marchetti
    41 Moss Forest Circle
    Jackson,MS39211
    None NC Recitation Prize 200
    Lawson David Marchetti
    41 Moss Forest Circle
    Jackson,MS39211
    None NC Recitation Prize 1,000
    Lawton High School
    601 NW Ft Sill Blvd
    Lawton,OK73507
    None PC Grant for Book Purchase 200
    Lewisville High School
    1098 W Main St
    Lewisville,TX75067
    None PC Grant for Book Purchase 500
    Lewisville High School
    1098 W Main St
    Lewisville,TX75067
    None PC Grant for Book Purchase 500
    LPPACS
    1 Lincoln Park
    Midland,PA15059
    None PC Grant for Book Purchase 500
    Lyndon LeRoi DeFoe
    20945 Andover Rd
    Southfield,MI48076
    None NC Recitation Prize 200
    Maddie Lukomski
    5909 W Sioux K Ct
    Sioux Falls,SD57106
    None NC Recitation Prize 200
    Madeleine Windel
    HC 62 Box 263
    Ozone,AR72854
    None NC Recitation Prize 200
    Madison Heggins
    1437 Bobing Dr
    Lewisville,TX75067
    None NC Recitation Prize 200
    Madison Heggins
    1437 Bobing Dr
    Lewisville,TX75067
    None NC Recitation Prize 1,000
    Maggie Capozzoli-Cavota
    248-30 Van Zandt Ave
    Douglaston,NY11362
    None NC Recitation Prize 100
    Maggie Fitzgerald
    1397 Spear St
    South Burlington,VT05403
    None NC Recitation Prize 200
    Maggie Harris
    6330 Rd S
    Belvidere,NE68315
    None NC Recitation Prize 200
    Maggie Stewart
    4590 County Road 616
    Hanceville,AZ35077
    None NC Recitation Prize 100
    Maine East High School
    2601 W Dempster Ave
    Park Ridge,IL60068
    None PC Grant for Book Purchase 200
    Manmeet Pelia
    2800 Foulois Dr
    Wichita,KS97210
    None NC Recitation Prize 100
    Mariah L Brooks
    2025 Gregory Ct
    Springfield,IL62703
    None NC Recitation Prize 200
    Marquavious De'Shawn Moore
    3608 Kirby Terrace Dr
    Memphis,TN38115
    None NC Recitation Prize 100
    Marta Palombo
    14485 Eighteenth Fairway
    Alpharetta,GA30004
    None NC Recitation Prize 200
    Marta Palombo
    14485 Eighteenth Fairway
    Alpharetta,GA30004
    None NC Recitation Prize 10,000
    Mary Kate Wright
    536 Gilbert St
    Owosso,MI48867
    None NC Recitation Prize 100
    McKinley Technology High School
    151 T St NE
    Washington,DC20002
    None PC Grant for Book Purchase 500
    Meloee Nazaire
    119 Warrent St Apt 2
    Revere,MA02151
    None NC Recitation Prize 100
    Middletown High School
    120 Silver Lake Rd
    Middletown,DE19709
    None PC Grant for Book Purchase 200
    Mid-Pacific Institute
    2445 Kaala St
    Honolulu,HI96822
    None PC Grant for Book Purchase 200
    Mikayla Bates
    316 Forest Ln
    Elko,NV89801
    None NC Recitation Prize 200
    Mikayla Bates
    316 Forest Ln
    Elko,NV89801
    None NC Recitation Prize 1,000
    Minot High School
    1100 11th Ave SW
    Minot,ND58701
    None PC Grant for Book Purchase 500
    Mitchell Lenneville
    PO Box 3131
    Tualatin,OR97062
    None NC Recitation Prize 200
    Molly Williams
    1650 SE Hamblen Rd
    Lees Summit,MO64081
    None NC Recitation Prize 100
    Mt Ararat High School
    73 Eagles Way
    Topsham,ME04086
    None PC Grant for Book Purchase 500
    Naomi Cliett
    612 N Miles St
    Elizabethtown,KY42701
    None NC Recitation Prize 200
    Neely Seams
    210 Hahn St
    Lewisburg,WV24901
    None NC Recitation Prize 200
    Neely Seams
    210 Hahn St
    Lewisburg,WV24901
    None NC Recitation Prize 1,000
    New Century Technology High School
    2500 Meridian St
    Huntsville,AL35811
    None PC Grant for Book Purchase 500
    Nicholas L Amador
    737 Twin View Drive
    Honolulu,HI96817
    None NC Recitation Prize 200
    Nicholas L Amador
    737 Twin View Drive
    Honolulu,HI96817
    None NC Recitation Prize 5,000
    Nicole Sadek
    1501 Jacaranda Ct
    Mount Pleasant,SC29466
    None NC Recitation Prize 200
    Noah Martin
    6880 Spring Run Dr
    Westerville,OH43082
    None NC Recitation Prize 100
    Northern Cass School
    16021 18th St SE
    Hunter,ND58048
    None PC Grant for Book Purchase 200
    Oceana Vasquez
    1311 Louisiana Blvd NE Apt 221
    Albuquerque,NM87110
    None NC Recitation Prize 100
    Olivia McDermott-Sipe
    593 South Cave Rd
    Bloomington,IN47403
    None NC Recitation Prize 100
    Oregon School for the Deaf
    999 Locust Street NE
    Salem,OR973010954
    None PC Grant for Book Purchase 200
    Owen Sinclair
    PO Box 212
    Rangeley,ME04970
    None NC Recitation Prize 100
    Owosso High School
    765 E North St
    Owosso,MI48867
    None PC Grant for Book Purchase 200
    Paola A Lugo
    Urb Paraiso de Mayaguez 159
    Mayaguez,PR00680
    None NC Recitation Prize 100
    Parkway North High School
    12860 Fee Fee Rd
    St Louis,MO63146
    None PC Grant for Book Purchase 500
    Patrick Monaghan
    91 Riverview Ave
    Little Silver,NJ07739
    None NC Recitation Prize 100
    Perry High School
    1307 North Ave
    Perry,GA31069
    None PC Grant for Book Purchase 200
    Pleasant Grove High School
    9531 Bond Rd
    Elk Grove,CA95624
    None PC Grant for Book Purchase 500
    Polytech High School
    823 Walnut Shade Rd
    Woodside,DE19980
    None PC Grant for Book Purchase 500
    Punahou School
    1601 Punahou Street
    Honolulu,HI96822
    None PC Grant for Book Purchase 500
    Punahou School
    1601 Punahou Street
    Honolulu,HI96822
    None PC Grant for Book Purchase 500
    Raina Verser
    445 Rice Dr
    Huntsville,AL35808
    None NC Recitation Prize 200
    Rangeley Lakes Regional School
    43 Mendolia Rd
    Rangeley,ME04970
    None PC Grant for Book Purchase 200
    Red Bark Regional High School
    101 Ridge Rd
    Little Silver,NJ07739
    None PC Grant for Book Purchase 200
    RHAM High School
    85 Wall St
    Hebron,CT06278
    None PC Grant for Book Purchase 500
    Rice Memorial High School
    99 Proctor Ave
    S Burlington,VT05403
    None PC Grant for Book Purchase 500
    Romee Johnson
    4390 Skyline Loop
    Victor,ID83455
    None NC Recitation Prize 200
    Rose Horowitz
    75 Ash Cove Rd
    Harpswell,ME04079
    None NC Recitation Prize 200
    Sam Terry
    9231 Bingham
    San Antonio,TX78230
    None PC Recitation Prize 100
    Sarah Katsiyiannis
    PO Box 83
    Tipton,KS67485
    None NC Recitation Prize 200
    Sarah Koo
    14 Harvest Glen Ct
    Creve Coeur,MO63141
    None NC Recitation Prize 200
    Savannah Smith
    1508 Waukesha Ave
    Helena,MT59601
    None NC Recitation Prize 200
    Shannon Croft
    1135 Hillcrest Dr
    Anchorage,AK99503
    None NC Recitation Prize 200
    Sharese Acheampong
    4709 Eiderdown Ct
    Owings Mills,MD21117
    None NC Recitation Prize 200
    Sioux Falls Lincoln High School
    Attn Bryan Hagg
    Sioux Falls,SD57105
    None PC Grant for Book Purchase 500
    Spartanburg Day School
    1701 Skylyn Dr
    Spartanburg,SC29307
    None PC Grant for Book Purchase 200
    Springfield Central High School
    1840 Roosevelt Ave
    Springfield,MA01109
    None PC Grant for Book Purchase 500
    Springfield Southeast High School
    2350 East Ash St
    Springfield,IL62703
    None PC Grant for Book Purchase 500
    St Anselm's Abbey School
    4501 S Dakota Ave NE
    Washington,DC20017
    None PC Grant for Book Purchase 200
    St Francis Preparatory
    6100 Francis Lewis Blvd
    Fresh Meadows,NY11365
    None PC Grant for Book Purchase 200
    St Paul Academy and Summit School
    1712 Randolph Ave
    St Paul,MN55105
    None PC Grant for Book Purchase 200
    Summit Christian Academy
    1500 SW Jefferson
    Lees Summit,MO64081
    None PC Grant for Book Purchase 200
    Summit High School
    PO Box 568
    Jackson,WY83001
    None PC Grant for Book Purchase 500
    Taelor Nielsen
    1839 Circle Rd
    Worland,WY82401
    None NC Recitation Prize 100
    Tallwood High School
    1668 Kempsville Rd
    Virginia Beach,VA23464
    None PC Grant for Book Purchase 500
    Tallwood High School
    1668 Kempsville Rd
    Virginia Beach,VA23464
    None PC Grant for Book Purchase 500
    Tatiana Saleh
    11041 Castlemain Cir E
    Jacksonville,FL32256
    None NC Recitation Prize 100
    Taylor Blossom
    905 Lodestar Rd
    Helena,MT59602
    None NC Recitation Prize 100
    Tessa Thornley
    92802 N 11600 W
    Tremonton,UT84337
    None NC Recitation Prize 200
    Teton High School
    555 Ross Ave
    Driggs,ID83422
    None PC Grant for Book Purchase 500
    Thayer Central Community Schools
    PO Box 9 930 Eads Ave
    Hebron,NE68370
    None PC Grant for Book Purchase 500
    The Gregory School
    3231 N Craycroft Rd
    Tucson,AZ85712
    None PC Grant for Book Purchase 200
    Thomas Ellison
    4104 Fleetwood Dr
    Dayton,OH45416
    None NC Recitation Prize 200
    Tipton Catholic High School
    301 State St
    Tipton,KS67485
    None PC Grant for Book Purchase 500
    Tupelo High School
    4125 Golden Wave Dr
    Tupelo,MS38801
    None PC Recitation Prize 200
    Twin Lakes High School
    300 S 3rd St
    Monticello,IN47960
    None PC Grant for Book Purchase 500
    University High School
    24815 Lahser Rd
    Southfield,MI48033
    None PC Grant for Book Purchase 500
    Voyager Academy
    4302 Ben Franklin Blvd
    Durham,NC27704
    None PC Grant for Book Purchase 200
    WT Woodson
    9525 Main St
    Fairfax,VA22031
    None NC Grant for Book Purchase 200
    West Anchorage High School
    1700 Hillcrest Dr
    Anchorage,AK99517
    None PC Grant for Book Purchase 500
    West Port High School
    3733 SW 80th Ave
    Ocala,FL34481
    None PC Grant for Book Purchase 500
    Westerville Central High Library
    7118 Mt Royal Ave
    Westerville,OH43082
    None PC Grant for Book Purchase 200
    Wichita East High School
    2301 E Douglas Ave
    Wichita,KS67211
    None PC Grant for Book Purchase 200
    Worland High School
    801 S 17th St
    Worland,WY82401
    None PC Grant for Book Purchase 200
    Yerington High School
    114 Pearl Street
    Yerington,NV89447
    None PC Grant for Book Purchase 200
    Zach Howatt
    602 Lynn Dawn Dr
    Argusville,ND58005
    None NC Recitation Prize 100
    Zayan Reza
    1939 Ribera Dr
    Oxnard,CA93030
    None NC Recitation Prize 100
    Abbey Delk
    30 Guilford Dr
    Wheeling,WV26003
    None NC Recitation Prize 100
    First Place School Prizes (6)
    61 W Superior St
    Chicago,IL60654
    None PC Grant for Book Purchase 3,000
    First Place Student Prizes (3)
    61 W Superior St
    Chicago,IL60654
    None PC Recitation Prize 600
    National School Finalists Prizes (3)
    61 W Superior St
    Chicago,IL60654
    None PC Grant for Book Purchase 1,500
    National Student Finalists Prizes (4)
    61 W Superior St
    Chicago,IL60654
    None PC Recitation Prize 4,000
    Second Place School Prizes (13)
    61 W Superior St
    Chicago,IL60654
    None PC Grant for Book Purchase 2,600
    Second Place Student Prizes (12)
    61 W Superior St
    Chicago,IL60654
    None PC Recitation Prize 1,200
    Total .................................bullet 3b 103,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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
    aMAGAZINE SUBSCRIPTIONS         511,921
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 461  
    4 Dividends and interest from securities....     14 4,345,466  
    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..... 525990 8,780 14 197,475  
    8
    Gain or (loss) from sales of assets other than inventory ............
    525990 -16,085 18 4,134,354  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aSINGLE COPY SALE INCOME
        01 23,114  
    bDISTRIBUTOR GROSS SALE INCOME     01 59,118  
    cADVERTISING INCOME 541800 24,462      
    dROYALTY REVENUE FROM POETRY PUBLICATIONS AND     15 18,142  
    eMISCELLANEOUS INCOME     01 44,310  
    12 Subtotal. Add columns (b), (d), and (e).. 17,157 8,822,440 511,921
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,351,518
    (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.)
    1a SUPPORTS DISTRIBUTION OF MAGAZINE TO BROADEST POSSIBLE AUDIENCE.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    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
    2015
    Name of the organization
    The Poetry Foundation
     
    Employer identification number

    36-2490808
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    The Poetry Foundation
     
    Employer identification number
    36-2490808
    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
     
     

    Richard Kiphart  
    222 West Adams Street
     
    Chicago, IL60606

    $ 25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    Mid-Atlantic Art Foundation  
    201 North Charles Street Suite 401
     
    Baltimore, MD21201

    $ 13,642


    (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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    The Poetry Foundation
     
    Employer identification number

    36-2490808
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    The Poetry Foundation
     
    Employer identification number

    36-2490808
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 79,627 7,963 7,963 73,664

    TY 2015 AllOthProgRltdInvestmentsSch
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Category Amount
    NONE  

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    TY 2015 DepreciationSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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    TY 2015 ExpenditureResponsibilityStmt
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Ecrivains En Bord De Mer
     
    61 rue Amiral du chaffault
    Nantes,Paris44100
    FR
    2015-07-14 6,600 General Support of Poetry Programs 6,600 YES 8/14/2015 2015-08-14 Upon verification the grant was used for the intended purposes and helped support charitable programs including a writers meeting that included renowned poets.

    TY 2015 GeneralExplanationAttachment
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Identifier Return Reference Explanation
    Building, land and equipment schedule- Noninvestment BUILDING, lAND AND EQUIPMENT SCHEDULE - NONINVESTMENT PART I, LINE 19 Description Date Cost Accum Method Life Total Acquired Basis Depre Depre Depre Exp Land Var $ 7,263,478 NONE NONE NONE NONE Building Var $15,041,366 $2,498,684 NONE NONE $506,615 Equipment VAR $ 428,010 $ 394,126 S-L VAR $ 40,527 Other VAR $ 2,504,897 $1,482,285 S-L VAR $220,712 TOTAL $25,237,751 $4,375,095 $767,854
    Building, Lnad and Equipment Schedule- Non Investment Building Land and Equipment Schedule- Noninvestment Part II, Line 14 Description Cost Accum Net Book Value Basis Depre Land $ 7,263,478 NONE $ 7,263,478 Building $15,041,366 $2,498,684 $12,542,682 Equipment $ 428,010 $ 394,126 $ 33,884 Other $ 2,504,897 $1,482,285 $ 1,022,612 TOTAL $25,237,751 $4,375,095 $20,862,656
    Educational and public programs and prizes Educational and public programs and prizes Form 990-PF, Part IX-A "Educational and Public Programs and Prizes" - Total Expense: $2,803,799. The Foundation offers a wide array of programs to the public to expand the audience for poetry. In June 2011, the Foundation increased in person program activity with the opening of its new building. More than half of the 22,000 square foot space is open to the public including a poetry library, exhibition space and performance space designed specifically for the spoken word. The Librarys 2015 activities made nearly 30,000 books of poetry and about poetry available to the public. The Foundation presented poetry programming, in person to 4,500 in its new building and several other venues. The Library and Exhibition space welcomed over 3,000 visitors on non-event days. Student and children field trips were expanded in 2015. The Foundation partnered with other cultural institutions in Chicago in order to broaden its own audience, but also provide a free resource for unique and creative public programming. The Foundation charges no admission. Other areas of public poetry programming are still conducted outside of the new building. These include youth and childrens poetry activities, public radio and television poetry programming, research in special interest areas of poetry and prizes and awards for excellence in poetry. Poetry Out Loud, a national program of poetry recitation in high schools completed its 9th year. Working with the National Endowment for the Arts, the Foundations program encourages high school students to memorize and perform great poems helping students to master public speaking skills, build self-confidence, and learn about their literary heritage. The 2015/2016 program included over 365,000 students from across the country. The Foundations programs offered through the media (TV, Radio and Print) reached over 20 million. The Foundation continued its major prize and recognition programs including the Lilly Prize and expanded Lilly Rosenberg Fellowships.
    Poetryfoundation.org Poetryfoundation.org Form 990-PF, Part IX-A "Poetryfoundation.org" - $2,381,512 The Foundation has established a major presence with its comprehensive offering of digital programs. Poetryfoundation.org is a free source for news, reading lists, archives of selected works of poetry, study aids, and other resources. In 2015, the Foundation embarked on a rebuild of its content management system to support the exponential growth of traffic to the site, as well as, accommodate new technology going forward. The work on the site will be completed in 2016. The Foundations Poetry Tool provided public access to over 13,000 poems. The web site also supports POETRY magazine and other Foundation programs. The Foundation utilizes the website to develop new audiences for poetry through quality content and innovative programming that reaches out to users from children to seniors, casual readers to serious students of poetry. The web site had 36 million unique visitors, a 20% increase over 2014. It had over 125 million page views for the year. Free downloads of audio and video programming are also offered. The Foundation has won a number of awards for its web site and smart phone applications. Additionally, free poetry videos are offered for both adult and childrens poetry users.
    Poetry Magazine Poetry Magazine Form 990-PF, Part IX-A "POETRY magazine" - $1,000,476 (Expense is net of program revenue of $622,000) Established in 1912, POETRY magazine continues to present not only the best new poetry written by distinguished poets, but works to discover and present emerging, new and undiscovered writers. The magazine also focuses on current issues relating to poetry in the culture, as well as presenting critical exchanges, debates, reviews, and special features. The magazine receives and reads over 100,000 submissions of poetry for its 11 issues published annually. Circulation was over 23,000 in December 2015. In addition to the print edition, a complete archival and current edition of the magazine is offered on the web as well as a digital subscription. The magazine is made available for free on the Foundation website.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MUTUAL FUND BONDS 46,763,041 46,763,041

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DOMESTIC EQUITIES 88,677,603 88,677,603
    INTERNATIONAL EQUITIES 36,456,042 36,456,042

    TY 2015 InvestmentsOtherSchedule2
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PRIVATE EQUITY FMV 16,307,688 16,307,688
    REAL ESTATE FMV 12,413,594 12,413,594
    NATURAL RESOURCES FMV 726,246 726,246
    CREDIT FUND FMV 2,608,861 2,608,861

    TY 2015 LegalFeesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 203,639 17,345 17,345 191,366


    TY 2015 MortgagesAndNotesPayableSch
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Total Mortgage Amount: 13,870,000

    Item No. 1
    Lender's Name VARIOUS PUBLICALLY ISSUED BONDS
    Lender's Title  
    Relationship to Insider  
    Original Amount of Loan 15,000,000
    Balance Due 13,870,000
    Date of Note 2010-04
    Maturity Date  
    Repayment Terms PRINCIPAL AND INTEREST PAYABLE 1/1 & 7/1 EACH YEAR
    Interest Rate  
    Security Provided by Borrower FIXED RATE REVENUE BONDS
    Purpose of Loan FOR THE PURCHASE AND CONSTRUCTION OF NEW BUILDING
    Description of Lender Consideration CASH APPROXIMATELY $14.9 MILLION
    Consideration FMV  


    TY 2015 OtherAssetsSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LILLY TRUSTS-BENEFICIAL INT 14,435,964 8,512,522 8,512,522
    BOND ISSUANCE COST, NET 377,612 342,212 342,212


    TY 2015 OtherDecreasesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Description Amount
    CHANGE IN BENEFICIAL INT. IN LILLY TRUST 106,000
    UNREALIZED LOSS ON INVESTMENTS 5,229,602
    INCOME/LOSS TIMING ADJUSTMENTS FROM LP 496,680


    TY 2015 OtherExpensesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EQUIPMENT RENTAL & MAINTENANCE 6,953     6,953
    ADVERTISING 222,326   153,318 110,688
    OFFICE SUPPLIES 33,634 520 520 34,126
    TELEPHONE 3,526 83 83 3,507
    POSTAGE AND MESSENGER 22,151 2 2 24,404
    BOOKS/CDS 14,501     15,516
    COMPUTER WEBSITE MAINTENANCE 217,854 2,400 2,400 242,661
    OFFICE INSURANCE 68,336 1,662 1,662 67,683
    AUDIO & VIDEO RECORDING 6,946     6,946
    BAD DEBT 2,452     2,452
    BANK & INV. FEES 167,030 138,915 138,915 31,617
    DUES/MEMBERSHIP 34,054     34,044
    RECRUITMENT 161,489     161,489
    OTHER EXPENSES FROM LP 249,456 249,456 249,456  
    GENERAL & ADMINISTRATIVE 22,009     11,104


    TY 2015 OtherIncomeSchedule2
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Earned Subscription Income 511,921   511,921
    Single Copy Sale Income 23,114   23,114
    Distributor Gross Sales 59,118   59,118
    Advertising Income 24,462   24,462
    Royalty Revenue from Poetry Publications 18,142 18,142  
    Miscellaneous Income 44,310 30,467 13,842
    Income from LP Investments 205,057 205,057  
    Excluded Income from Unrelated Business   -7,582  


    TY 2015 OtherLiabilitiesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Description Beginning of Year - Book Value End of Year - Book Value
    OTHER LIABILITIES    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS-OTHER 258,364     258,775
    CONSULTANTS-EDITORIAL 71,705     78,325
    CONSULTANTS-AUDIO 99,694     107,941
    CONSULTANTS-ADVERTISING 41,268     40,918
    CONSULTANTS-VIDEO 27,820     27,320
    READER/JUDGE 37,800     38,175
    SPEAKER/PERFORMERS 133,633     132,033
    INVESTMENT ADVISOR FEES 69,250 69,250 69,250  


    TY 2015 TaxesSchedule
    Name:
    The Poetry Foundation
    EIN:
    36-2490808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOCIAL SECURITY/MEDICARE 137,099 4,876 4,876 132,223
    TAX EXPENSE 86,053 86,053 86,053 52,595