Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
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 NATIONAL ACADEMY OF EDUCATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIFTH STREET NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20001
A Employer identification number

77-0415802
B Telephone number (see instructions)

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

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,782,362J 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) 545,057
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 41,972 41,972 41,972
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -452
b Gross sales price for all assets on line 6a 68,481
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 49,046 0 49,046
12 Total. Add lines 1 through 11........ 635,623 41,972 91,018
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 122,832 0 0 120,756
14 Other employee salaries and wages...... 152,490 0 0 159,021
15 Pension plans, employee benefits....... 22,941 0 0 22,941
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 80,169 0 0 77,705
c Other professional fees (attach schedule).... Click to see attachment 21,020 4,462 0 37,334
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,446 0 0 20,446
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 32,140 0 0 32,140
21 Travel, conferences, and meetings....... 554,434 0 0 591,392
22 Printing and publications.......... 15,569 0 0 15,562
23 Other expenses (attach schedule)....... Click to see attachment 94,039 0 0 104,593
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,116,080 4,462 0 1,181,890
25 Contributions, gifts, grants paid....... 2,731,250 2,385,000
26 Total expenses and disbursements. Add lines 24 and 25 3,847,330 4,462 0 3,566,890
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,211,707
b Net investment income (if negative, enter -0-) 37,510
c Adjusted net income (if negative, enter -0-)... 91,018
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.............      
2 Savings and temporary cash investments......... 937,929 1,842,337 1,842,337
3 Accounts receivable bullet13,550
Less: allowance for doubtful accounts bullet   14,200 13,550 13,550
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 12,229,045 8,404,934 8,404,934
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.......... 1,608 3,523 3,523
10a Investments—U.S. and state government obligations (attach schedule) 58,693 Click to see attachment94,257 94,257
b Investments—corporate stock (attach schedule)....... 296,849 Click to see attachment287,298 287,298
c Investments—corporate bonds (attach schedule)....... 147,374 Click to see attachment109,888 109,888
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 31,321 Click to see attachment26,575 26,575
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,717,019 10,782,362 10,782,362
Liabilities 17 Accounts payable and accrued expenses.......... 69,010 40,825
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment966,622 Click to see attachment1,313,192
23 Total liabilities (add lines 17 through 22)......... 1,035,632 1,354,017
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 515,391 576,337
25 Temporarily restricted............... 12,165,996 8,852,008
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 12,681,387 9,428,345
31 Total liabilities and net assets/fund balances (see instructions). 13,717,019 10,782,362
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
12,681,387
2
Enter amount from Part I, line 27a .....................
2
-3,211,707
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,469,680
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
41,335
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,428,345
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 CALVERT BOND PORTFOL P 2013-02-20 2015-03-09
b CALVERT BOND PORTFOL P 2013-12-24 2015-03-09
c RUSSELL STRATEGIC BOND P 2013-02-20 2015-03-09
d RUSSELL STRATEGIC BOND P 2014-01-06 2015-03-09
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 33,148   33,248 -100
b 1,040   1,004 36
c 32,834   33,249 -415
d 1,459   1,432 27
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -100
b       36
c       -415
d       27
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -452
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 0
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 3,187,288 2,257,586 1.411812
2013 2,723,324 2,174,132 1.252603
2012 2,630,490 2,058,535 1.277846
2011 1,998,438 1,858,025 1.075571
2010 2,073,719 1,697,153 1.221881
2
Total of line 1, column (d) .....................
26.239713
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
1.247943
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
4,058,259
5
Multiply line 4 by line 3......................
5
5,064,476
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
375
7
Add lines 5 and 6........................
7
5,064,851
8
Enter qualifying distributions from Part XII, line 4.............
8
3,566,890
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:   (attach copy of letter if necessary–see instructions)
b 1 750
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 750
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 750
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 346
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.............. 7 346
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 406
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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.NAEDUCATION.ORG
    14
    The books are in care ofbulletGREGORY WHITE Telephone no.bullet (202) 334-2340

    Located atbullet500 FIFTH STREET NWWASHINGTONDC ZIP+4bullet20001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (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
    MICHAEL FEUER PRESIDENT
    5.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    JAMES PELLEGRINO VICE PRESIDENT
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    CATHERINE SNOW SECRETARY/TREASURER
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    MARILYN COCHRAN-SMITH DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    GREG DUNCAN DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    MARGARET EISENHART DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    PAMELA GROSSMAN DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    KENJI HAKUTA DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    MARGARET BEALE SPENCER DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    CLAUDE STEELE DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    SEAN REARDON DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    CAROL LEE DIRECTOR
    1.00     		0 0 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    GREGORY WHITE EXECUTIVE DIRECTOR
    40.00     		99,803 23,029 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    JACK BUSBEE SENIOR PROGRAM OFFIC
    40.00     		74,487 14,359 0
    500 FIFTH ST NW
    WASHINGTON,DC20001
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE NAED/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS RECEIVE $70,000 INFUNDING, ATTEND PROFESSIONAL DEVELOPMENT RETREATS, AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. THIS FELLOWSHIP IS NONRESIDENTIAL,AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED. 2,450,046
    2 THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SEEKS TO ENCOURAGE A NEW GENERATION OF SCHOLARS FROM A WIDE RANGE OF DISCIPLINES AND PROFESSIONAL FIELDS TO UNDERTAKE RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. THESE $27,500 FELLOWSHIPS SUPPORT INDIVIDUALS WHOSE DISSERTATIONS SHOW POTENTIAL FOR BRINGING FRESH AND CONSTRUCTIVE PERSPECTIVES TO THE HISTORY, THEORY, OR PRACTICE OF FORMAL OR INFORMAL EDUCATION ANYWHERE IN THE WORLD. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD. 1,270,854
    3 WITH FUNDING FROM SPENCER FOUNDATION, THE OBJECTIVES OF THIS PROJECT INCLUDE: A.) THE DEVELOPMENT OF A NETWORK OF SCHOLARS, POLICY MAKERS, AND EDUCATORS ON IMMIGRATION, CULTURAL SUSTAINABILITY, AND SOCIAL COHESION; AND B.) THE CULTIVATION AND DISSEMINATION OF RESEARCH ON THESE ISSUES. COMMISSIONED PAPERS FROM A TWO-DAY WORKSHOP ARE NOW BEING USED AS A BASIS OF A VOLUME GLOBAL MIGRATION, DIVERSITY, AND CIVIC EDUCATION PUBLISHED BY TEACHERS COLLEGE PRESS. 5,507
    4 WORKSHOP SERIES ON METHODS AND POLICY USES OF INTERNATIONAL LARGE-SCALE ASSESSMENTS (ILSAS): WITH FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION (INSTITUTE OF EDUCATION SCIENCES/NATIONAL CENTER FOR EDUCATION STATISTICS), THE NAED WILL HOLD A PAIR OF WORKSHOPS ON THE METHODS AND POLICY USES OF ILSAS IN WASHINGTON, D.C. IN 2016. THE FIRST WORKSHOP WILL FOCUS ON THE MORE TECHNICAL AND METHODOLOGICAL ISSUES RELATED TO THE DESIGN, ANALYSIS, AND REPORTING OF ILSAS. THE SECOND WORKSHOP WILL MOVE INTO ASPECTS OF REPORTING AS WELL AS INTERPRETATION AND POLICY USES. A REPORT OF THE WORKSHOPS WILL BE DEVELOPED AND RELEASED AT THE CONCLUSION OF THE PROJECT. 9,855
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    533,383
    b
    Average of monthly cash balances.......................
    1b
    3,570,236
    c
    Fair market value of all other assets (see instructions)................
    1c
    16,441
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,120,060
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,120,060
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,801
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,058,259
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    202,913
    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
    3,566,890
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,566,890
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,566,890
    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
    1996-07-23
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
    91,018 112,879 108,707 34,306 346,910
    b 85% of line 2a ......... 77,365 95,947 92,401 29,160 294,874
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		3,566,890 3,187,737 2,723,522 2,630,550 12,108,699
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		3,566,890 3,187,737 2,723,522 2,630,550 12,108,699
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		135,275 75,253 72,471 68,618 351,617
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NATIONAL ACADEMY OF EDUCATION
    500 FIFTH ST NW
    WASHINGTON,DC20001
    (202) 334-2341
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
    cAny submission deadlines:
    SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NAED/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS WILL RECEIVE $70,000 FOR ONE ACADEMIC YEAR OF RESEARCH, OR $35,000 FOR EACH OF TWO CONTIGUOUS YEARS, WORKING HALF TIME. APPLICANTS MUST HAVE HAD THEIR PHD, EDD, OR EQUIVALENT RESEARCH DOCTORATE DEGREE CONFERRED WITHIN 5 YEARS. THIS FELLOWSHIP IS NON-RESIDENTIAL, AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NATIONAL ACADEMY OF EDUCATION
    500 FIFTH ST NW
    WASHINGTON,DC20001
    (202) 334-2341
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
    cAny submission deadlines:
    SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SUPPORTS DOCTORAL STUDENTS AS THEY WRITE THEIR THEIR DISSERTATION. SELECTED FELLOWS REPRESENT A BROAD ARRAY OF DISCIPLINES BUT HAVE PROJECTS CENTRAL TO EDUCATION. FELLOWS RECEIVE $27,500 OVER A PERIOD OF TWO YEARS AS THEY WRITE THEIR DISSERTATION. FELLOWS ALSO PARTICIPATE IN ONGOING TRAINING ACTIVITIES TO INTERACT WITH AND LEARN FROM LEADING RESEARCHERS AND IN ACTIVITIES THAT PROMOTE BUILDING A COMMUNITY OF SCHOLARS.
    Form 990-PF (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
    AGGARWAL UJJU
    547 LINCOLN PLACE 1D
    BROOKLYN,NY11238     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 17,500
    ANDERSON ELEANOR
    2835 N CHRISTIANA AVE APT 1
    CHICAGO,IL60618     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    BIERBAUM ARIEL H
    492-A 63RD STREET
    OAKLAND,CA94609     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    BYRD DERRIA
    UNIVERSITY OF WISCONSIN-MADISON
    RESEARCH AND SPONSORED PROGRAMS
    MADISON,WI53715     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    CAMANGIAN PATRICK
    2130 FULTON STREET
    SAN FRANCISCO,CA94117     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CAMPBELL CORBIN
    525 W 120TH STREET BOX 151
    NEW YORK,NY10027     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CARRILLO JUAN
    SCHOOL OF EDUCATION UNC-CH 106
    PEABODY HALL CB 3500
    CHAPEL HILL,NC27599     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CHAPARRO SOFIA
    720 S 20TH STREET APARTMENT 2R
    APARTMENT 2R
    PHILADELPHIA,PA19146     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    COLE EDDIE
    9181 FOREST ESTATES COVE
    GERMANTOWN,TN38139     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    COOK JASON
    CORNELL UNIVERSITY GRADUATE SCHOOL
    125 CALDWELL HALL
    ITHACA,NY14853     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    CORRIVEAU KATHLEEN
    BOSTON UNIVERSITY GRANTS RECEIVABLE
    PO BOX 28763
    NEW YORK,NY10087     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    DAVIES EMMERICH
    2453 MONTROSE STREET
    PHILADELPHIA,PA19146     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    DE KIRBY KENTON
    78 LINDA AVE 3
    OAKLAND,CA94611     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    DESAI SHIV
    1 UNIVERSITY OF NEW MEXICO MSC05
    3040
    ALBUQUERQUE,NM87112     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    DRYDEN-PETERSON SARAH
    PRESIDENT AND FELLOWS OF HARVARD
    COLLEGE PO BOX 415649
    BOSTON,MA02241     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    ELLISON TISHA LEWIS
    GEORGIA STATE UNIVERSITY RESEARCH
    FOUNDATION PO BOX 3999
    ATLANTA,GA30302     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    FLORES GLENDA
    BIOSCI III SUITE 1400 UNIVERSITY OF
    CALIFORNIA IRVINE
    IRVINE,CA926971050     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GARCIA ANTERO
    6015 CAMPUS DELIVERY
    FORT COLLINS,CO805236015     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GEBRE-MEDHIN BENJAMI
    238 ACTON PLACE APT 4
    OAKLAND,CA94606     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    GEE KEVIN
    UNIVERSITY OF CALIFORNIA DAVIS PO
    BOX 989062
    WEST SACARAMENTO,CA957989062     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GIBBS CHLOE
    RESEARCH SPONSORED PROGRAMS
    ACCOUNTING 66 GEORGE STREET
    CHARLESTON,SC29424     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GOMEZ CELIA
    169 ALBION ST
    SOMERVILLE,MA02144     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    GROEGER CRISTINA
    276 HARVARD STREET 7
    CAMBRIDGE,MA02139     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    GROSZ MICHEL
    1111 J STREET 26
    DAVIS,CA95616     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    HALE JON
    OFFICE OF RESEARCH AND GRANTS
    ADMINISTRATION 66 GEORGE STREET
    CHARLESTON,SC29424     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    HALPIN PETER
    ASSISTANT DIRECTOR NYU OSP 665
    BROADWAY STE 801
    NEW YORK,NY10012     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    HANSEN MAGNUS
    128 HOPE ST
    PROVIDENCE,RI02906     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    HEFNER CLAIRE-MARIE
    1406 HARVARD ROAD NE
    ATLANTA,GA30306     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    KOON DANFENG SOTO-VI
    1534 BERKELEY WAY
    BERKELEY,CA94703     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    HILL KATHRYN
    50 PARK TERRACE WEST APT 1H
    NEW YORK,NY10034     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 13,750
    HOLLAND MEGAN
    UB FOUNDATION SERVICES INC PO BOX
    900
    BUFFALO,NY10012     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    HURD NOELLE
    THE RECTOR AND VISITORS OF THE
    UNIVERSITY OF VIRGINIA PO BOX 40019
    CHARLOTTESVILLE,VA229044195     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    JACK ANTHONY ABRAHAM
    567 MATHER MAIL CENTER 10 COWPERTHW
    ITE STREET
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    KATZ VERONICA
    PO BOX 400195
    CHARLOTTESVILLE,VA229044195     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 13,750
    KRIST CHRISTINA
    2119 MAPLE AVE GARDEN APT
    EVANSTON,IL60201     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    LEGEWIE JOSCHA
    665 BROADWAY SUITE 801
    NEW YORK,NY10012     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    LEWIS KATHERINE
    GRANT AND CONTRACT ACCOUNTING 12455
    COLLECTIONS DRIVE
    CHICAGO,IL60693     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    LEYVA LUIS
    31-33 66TH STREET APT 1C
    WEST NEW YORK,NJ07093     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    MAKOE PINKY
    12 CROWTHORNE VILLAGE WHISKEN AVENU
    JOHANNESBURG   1682
    SF     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 17,500
    MATHEW LEYA
    160 LONG LANE APT 315
    UPPER DARBY,PA19082     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    MUENKS KATHERINE
    3906 COLLEGE HEIGHTS DR
    UNIVERSITY PARK,MD20782     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    MULIMBI BETHANY
    1719 FINLAND PALM
    SAN ANTONIO,TX78251     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    NELSON JOSEPH
    501 W 113TH STREET APT 504
    NEW YORK,NY10025     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 17,500
    PORTER JIM
    510 ORCHARD STREET
    EAST LANSING,MI84423     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    POSSELT JULIE
    THE REGENTS OF THE UNIVERSITY OF
    MICHIGAN BOX 223131
    PITTSBURGH,PA152512131     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    REISMAN ABBY
    THE TRUSTEES OF THE UNIVERSITY OF
    PENNSYLVANIA PO BOX 785541
    PHILADELPHIA,PA191785541     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    RHODES ANNA
    3013 KESWICK RD
    BALTIMORE,MD21211     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    RUECKER TODD
    MSC01-1245 1 UNIVERSITY OF NEW
    MEXICO
    ALBUQUERQUE,NM87131     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    SHENHAV NA'AMA
    UNIVERSITY OF CALIFORNIA DAVIS PO
    BOX 989062
    WEST SACARAMENTO,CA957989062     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    SHORES KENNETH
    235 OLSON WAY APT 504
    SUNNYVALE,CA94086     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    SOSA HERBERT
    1025 REYNOLDS RD APT V5
    JOHNSON CITY,NY13790     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 17,500
    STEINEKER ROWAN
    1235 N RIVER AVENUE
    ALMA,MI48801     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    SUBTIRELU NICHOLAS
    PO BOX 3999
    ATLANTA,GA303023999     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    TOLBERT SARA
    SPONSORED PROJECTS SERVICES/BURSAR
    1303 E UNIVERSITY BLVD BOX 3
    TUCSON,AZ85719     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    WU YIDI
    20 LITTLEWOOD DRIVE
    PIEDMONT,CA94611     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 27,500
    VIEIRA KATE
    RESEARCH AND SPONSORED PROGRAMS 21
    N PARK STREET SUITE 6401
    MADISON,WI537151218     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    ZINSSER KATHERINE
    GRANTS AND CONTRACTS PO BOX 20787
    SPRINGFIELD,IL627080787     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    Total .................................bullet 3a 1,432,500
    bApproved for future payment
    AGGARWAL UJJU
    547 LINCOLN PLACE 1D
    BROOKLYN,NY11238     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 52,500
    ANDERSON ELEANOR
    2835 N CHRISTIANA AVE APT 1
    CHICAGO,IL60618     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    BIERBAUM ARIEL H
    492-A 63RD STREET
    OAKLAND,CA94609     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    BYRD DERRIA
    UNIVERSITY OF WISCONSIN-MADISON
    RESEARCH AND SPONSORED PROGRAMS
    MADISON,WI53715     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    CAMANGIAN PATRICK
    2130 FULTON STREET
    SAN FRANCISCO,CA94117     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CAMPBELL CORBIN
    525 W 120TH STREET BOX 151
    NEW YORK,NY10027     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CARRILLO JUAN
    SCHOOL OF EDUCATION UNC-CH 106
    PEABODY HALL CB 3500
    CHAPEL HILL,NC27599     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CHAPARRO SOFIA
    720 S 20TH STREET APARTMENT 2R
    PHILADELPHIA,PA19146     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    COLE EDDIE
    9181 FOREST ESTATES COVE
    GERMANTOWN,TN39139     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    CORRIVEAU KATHLEEN
    BOSTON UNIVERSITY GRANTS RECEIVABLE
    PO BOX 28763
    NEW YORK,NY10087     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 35,000
    DE KIRBY KENTON
    78 LINDA AVE 3
    OAKLAND,CA94611     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 13,750
    DESAI SHIV
    1 UNIVERSITY OF NEW MEXICO MSC05
    3040
    ALBUQUERQUE,NM87112     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    DRYDEN-PETERSON SARAH
    PRESIDENT AND FELLOWS OF HARVARD
    COLLEGE PO BOX 415649
    BOSTON,MA02241     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    ELLISON TISHA LEWIS
    GEORGIA STATE UNIVERSITY RESEARCH
    FOUNDATION PO BOX 3999
    ATLANTA,GA30302     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    FLORES GLENDA
    BIOSCI III SUITE 1400 UNIVERSITY OF
    CALIFORNIA IRVINE
    IRVINE,CA926971050     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GARCIA ANTERO
    6015 CAMPUS DELIVERY
    FORT COLLINS,CO805236015     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GEBRE-MEDHIN BENJAMI
    238 ACTON PLACE APT 4
    OAKLAND,CA94606     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    GEE KEVIN
    UNIVERSITY OF CALIFORNIA DAVIS PO
    BOX 989062
    WEST SACARAMENTO,CA957989062     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GIBBS CHLOE
    RESEARCH SPONSORED PROGRAMS
    ACCOUNTING 66 GEORGE STREET
    CHARLESTON,SC29424     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    GOMEZ CELIA
    169 ALBION ST
    SOMERVILLE,MA02144     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION 13,750
    GROEGER CRISTINA
    276 HARVARD STREET 7
    CAMBRIDGE,MA02139     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    GROSZ MICHEL
    1111 J STREET 26
    DAVIS,CA95616     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    HALE JON
    OFFICE OF RESEARCH AND GRANTS
    ADMINISTRATION 66 GEORGE STREET
    CHARLESTON,SC29424     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    HALPIN PETER
    ASSISTANT DIRECTOR NYU OSP 665
    BROADWAY STE 801
    NEW YORK,NY10012     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    HILL KATHRYN
    50 PARK TERRACE WEST APT 1H
    NEW YORK,NY10034     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    HOLLAND MEGAN
    UB FOUNDATION SERVICES INC PO BOX
    900
    BUFFALO,NY10012     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    HURD NOELLE
    THE RECTOR AND VISITORS OF THE
    UNIVERSITY OF VIRGINIA PO BOX 40019
    CHARLOTTESVILLE,VA229044195     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    JACK ANTHONY ABRAHAM
    567 MATHER MAIL CENTER 10 COWPERTHW
    ITE STREET
    CAMBRIDGE,MA02138     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    KATZ VERONICA
    PO BOX 400195
    CHARLOTTESVILLE,VA229044195     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    KRIST CHRISTINA
    2119 MAPLE AVE GARDEN APT
    EVANSTON,IL60201     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    LEGEWIE JOSCHA
    665 BROADWAY SUITE 801
    NEW YORK,NY10012     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    LEWIS KATHERINE
    GRANT AND CONTRACT ACCOUNTING 12455
    COLLECTIONS DRIVE
    CHICAGO,IL60693     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    LEYVA LUIS
    31-33 66TH STREET APT 1C
    WEST NEW YORK,NJ07093     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    MAKOE PINKY
    12 CROWTHORNE VILLAGE WHISKEN AVENU
    JOHANNESBURG   1682
    SF     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 52,500
    MULIMBI BETHANY
    1719 FINLAND PALM
    SAN ANTONIO,TX78251     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    NELSON JOSEPH
    501 W 113TH STREET APT 504
    NEW YORK,NY10025     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 52,500
    POSSELT JULIE
    THE REGENTS OF THE UNIVERSITY OF
    MICHIGAN BOX 223131
    PITTSBURGH,PA152512131     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    REISMAN ABBY
    THE TRUSTEES OF THE UNIVERSITY OF
    PENNSYLVANIA PO BOX 785541
    PHILADELPHIA,PA191785541     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    RHODES ANNA
    3013 KESWICK RD
    BALTIMORE,MD21211     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    RUECKER TODD
    MSC01-1245 1 UNIVERSITY OF NEW
    MEXICO
    ALBUQUERQUE,NM87131     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    SHENHAV NA'AMA
    UNIVERSITY OF CALIFORNIA DAVIS PO
    BOX 989062
    WEST SACARAMENTO,CA957989062     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    SOSA HERBERT
    1025 REYNOLDS RD APT V5
    JOHNSON CITY,NY13790     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 52,500
    STEINEKER ROWAN
    1235 N RIVER AVENUE
    ALMA,MI48801     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    SUBTIRELU NICHOLAS
    PO BOX 3999
    ATLANTA,GA303023999     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 13,750
    TOLBERT SARA
    SPONSORED PROJECTS SERVICES/BURSAR
    1303 E UNIVERSITY BLVD BOX 3
    TUCSON,AZ85719     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    VIEIRA KATE
    RESEARCH AND SPONSORED PROGRAMS 21
    N PARK STREET SUITE 6401
    MADISON,WI537151218     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    ZINSSER KATHERINE
    GRANTS AND CONTRACTS PO BOX 20787
    SPRINGFIELD,IL627080787     		NONE N/A FELLOWSHIP TO CONDUCT RESEARCH IN EDUCATION. 35,000
    UMANSKY ILANA
    6433A REGENT ST
    OAKLAND,CA94618     		NONE N/A 2014 AWARD CANCELLED -12,500
    Total .................................bullet 3b 1,298,750
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies         9,855
    2 Membership dues and assessments....         37,460
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 41,972  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    14 -452  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPUBLICATION SALES     		    15 1,731  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 43,251 47,315
    13Total. Add line 12, columns (b), (d), and (e)..................
    1390,566
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    2 MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS, RECEIVE PUBLICATIONS, AND PARTICIPATE IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.
    1G DEPARTMENT OF EDUCATION FUNDED PROJECT ON INTERNATIONAL LARGE-SCALE ASSESSMENT.
    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 NATIONAL ACADEMY OF EDUCATION
     
    Employer identification number

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





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number
    77-0415802
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    SPENCER FOUNDATION
     

       
    625 N MICHIGAN AVENUE STE 1600
     
    CHICAGO, IL60611

    		$ 239,454


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

       
    437 MADISON AVENUE
     
    NEW YORK, NY10022

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    EWING MARION KAUFFMAN FOUNDATION
     

       
    4801 ROCKHILL ROAD
     
    KANSAS CITY, MO64110

    		$ 95,453


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

       
    UC 9500 GILMAN DRIVE 0436
     
    LA JOLLA, CA92093

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    PATRICIA ALBJERG GRAHAM
     

       
    422 GUMAN LIBRARY
     
    CAMBRIDGE, MA02138

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    WILLIAM T GRANT FOUNDATION
     

       
    570 LEXINGTON AVENUE 1800
     
    NEW YORK, NY10022

    		$ 10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number
    77-0415802
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    ARIZONA STATE UNIVERSITY FOUNDATION
     

       
    300 E UNIVERSITY DRIVE
     
    TEMPE, AZ85281

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    GREG DUNCAN
     

       
    UC 2001 BERKELEY PLACE
     
    IRVINE, CA926975500

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    MICHAEL FEUER
     

       
    THE GEORGE WASHINGTON UNIVERSITY 21
     
    WASHINGTON, DC20052

    		$ 5,000


    (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 NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    THE NATIONAL ACADEMY OF EDUCATION
          		Employer identification number

    77-0415802
    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 NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 80,169 0 0 77,705

    TY 2015 ExplnOfNonFilingWithAGStmt
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Statement:
    DISTRICT OF COLUMBIA DOES NOT REQUIRE FILING OF FORM 990-PF.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PAX WORLD HIGH YIELD BOND FUND 24,455 24,455
    VANGUARD BD INDEX 26,815 26,815
    USAA SHORT-TERM BOND FUND 25,590 25,590
    TIAA-CREF SOCIAL CHOICE BOND FUND 33,028 33,028

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CALVERT EQUITY PORTFOLIO 41,168 41,168
    CALVERT CAPITAL ACCUMULATION FUND 19,401 19,401
    COHEN & STEERS REALTY INCOME 14,048 14,048
    DFA US SOCIAL CORE EQUITY 35,492 35,492
    PARNASSUS EQUITY INCOME 52,773 52,773
    DFA EMERGING MKS 31,763 31,763
    DFA INTERNATIONAL SOCIAL CORE EQUITY 41,100 41,100
    MFS INTERNATIONAL NEW DISCOVERY 26,500 26,500
    DELAWARE SMALL-CAP VALUE FUND 25,053 25,053

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    US Government Securities - End of Year Book Value:

    94,257
    US Government Securities - End of Year Fair Market Value:

    94,257
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CASH AND INSURED DEPOSITS FMV 6,313 6,313
    PIMCO EMERGING LOCAL BOND FUND (FOREIGN BONDS) FMV 20,262 20,262

    TY 2015 OtherDecreasesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 41,335


    TY 2015 OtherExpensesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TEMPORARY HELP 1,091 0 0 2,962
    OFFICE SUPPLIES 9,793 0 0 9,147
    INFORMATION TECHNOLOGY 52,599 0 0 59,255
    TELEPHONE 1,547 0 0 1,547
    POSTAGE & SHIPPING 1,491 0 0 1,442
    INSURANCE 5,640 0 0 5,640
    BANK CHARGES 2,152 0 0 2,152
    ADVERTISING 16,533 0 0 16,533
    MISCELLANEOUS 2,539 0 0 2,261
    DUES & SUBSCRIPTIONS 654 0 0 654
    PROGRAM ASSESSMENT 0 0 0 3,000


    TY 2015 OtherIncomeSchedule2
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PUBLICATION SALES 1,731   1,731
    MEMBERSHIP DUES AND ASSESSMENTS 37,460   37,460
    FEES FROM GOVERNMENT AGENCIES 9,855   9,855


    TY 2015 OtherLiabilitiesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Description Beginning of Year - Book Value End of Year - Book Value
    FELLOWSHIPS PAYABLE 965,000 1,311,250
    UNSPENT GRANT LIABILITY 1,622 1,942


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL PROCESSING 3,258 0 0 3,041
    PROGRAM CONSULTANT 13,300 0 0 29,831
    INVESTMENT FEES 4,462 4,462 0 4,462


    TY 2015 TaxesSchedule
    Name:
    THE NATIONAL ACADEMY OF EDUCATION
    EIN:
    77-0415802
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 20,446 0 0 20,446