-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
DC
20001
A Employer identification number
77-0415802
B
Telephone number (see instructions)
(202) 334-2340
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
7,952,762
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
934,989
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
50,891
50,891
50,891
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
9,116
b
Gross sales price for all assets on line 6a
568,981
7
Capital gain net income (from Part IV, line 2)
...
9,116
8
Net short-term capital gain
.........
213
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)
.......
201,530
0
201,530
12
Total.
Add lines 1 through 11
........
1,196,526
60,007
252,634
13
Compensation of officers, directors, trustees, etc.
141,070
0
0
144,006
14
Other employee salaries and wages
......
321,534
0
0
324,025
15
Pension plans, employee benefits
.......
54,680
0
0
57,806
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
124,609
0
0
126,274
c
Other professional fees (attach schedule)
....
140,793
5,203
5,203
122,243
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
36,463
0
0
36,463
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
35,476
0
0
35,476
21
Travel, conferences, and meetings
.......
814,779
0
0
110,107
22
Printing and publications
..........
4,931
0
0
9,199
23
Other expenses (attach schedule)
.......
150,104
0
0
143,031
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,824,439
5,203
5,203
1,108,630
25
Contributions, gifts, grants paid
.......
3,107,500
3,152,500
26
Total expenses and disbursements.
Add lines 24 and 25
4,931,939
5,203
5,203
4,261,130
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-3,735,413
b
Net investment income
(if negative, enter -0-)
54,804
c
Adjusted net income
(if negative, enter -0-)
...
247,431
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
2,266,350
2,035,025
2,035,025
3
Accounts receivable
39,400
Less: allowance for doubtful accounts
25,599
39,400
39,400
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
8,745,233
5,170,256
5,170,256
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
11,268
26,324
26,324
10a
Investments—U.S. and state government obligations (attach schedule)
167,835
0
0
b
Investments—corporate stock (attach schedule)
.......
147,806
429,290
429,290
c
Investments—corporate bonds (attach schedule)
.......
273,774
252,467
252,467
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
11,637,865
7,952,762
7,952,762
17
Accounts payable and accrued expenses
..........
100,428
122,907
18
Grants payable
.................
19
Deferred revenue
.................
41,976
18,125
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
1,785,473
1,788,267
23
Total liabilities
(add lines 17 through 22)
.........
1,927,877
1,929,299
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
724,425
789,557
25
Net assets with donor restrictions
............
8,985,563
5,233,906
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
9,709,988
6,023,463
30
Total liabilities and net assets/fund balances
(see instructions)
.
11,637,865
7,952,762
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
9,709,988
2
Enter amount from Part I, line 27a
.....................
2
-3,735,413
3
Other increases not included in line 2 (itemize)
3
48,888
4
Add lines 1, 2, and 3
..........................
4
6,023,463
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
6,023,463
Form
990-PF
(2019)
Form 990-PF (2019)
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
STOCKS, BONDS, MUTUAL FUNDS - ST
2019-12-31
b
STOCKS, BONDS, MUTUAL FUNDS - LT
2019-12-31
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
41,255
41,042
213
b
527,726
518,823
8,903
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
213
b
8,903
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
9,116
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
...................
3
213
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?
Yes
No
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))
2018
4,629,718
3,541,588
1.307244
2017
4,707,608
3,689,867
1.275821
2016
3,794,567
3,721,907
1.019522
2015
3,566,890
4,058,259
0.878921
2014
3,187,288
2,257,586
1.411812
2
Total
of line 1, column (d)
.....................
2
5.893320
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
1.178664
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
3,621,970
5
Multiply line 4 by line 3
......................
5
4,269,086
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
548
7
Add lines 5 and 6
........................
7
4,269,634
8
Enter qualifying distributions from Part XII, line 4
,.............
8
4,261,130
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
1,096
here
and 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
1,096
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
1,096
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
404
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
800
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
1,204
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
3
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
105
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
105
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
DC
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
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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 address
WWW.NAEDUCATION.ORG
14
The books are in care of
GREGORY WHITE
Telephone no.
(202) 334-2340
Located at
500 FIFTH STREET NW
WASHINGTON
DC
ZIP+4
20001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
GLORIA LADSON-BILLINGS
PRESIDENT
5.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
ADAM GAMORAN
VICE PRESIDENT
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
ROBERT FLODEN
SECRETARY/TREASURER
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
MARILYN COCHRAN-SMITH
DIRECTOR
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
HILDA BORKO
DIRECTOR
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
ANNEMARIE SULLIVAN PALINCSAR
DIRECTOR
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
HELEN LADD
DIRECTOR
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
MICHAEL FEUER
PAST-PRESIDENT
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
113300
DIRECTOR
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
CAROL LEE
DIRECTOR
1.00
0
0
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
GREGORY WHITE
EXECUTIVE DIRECTOR
40.00
113,300
27,770
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
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
MARIA GAHAN
DIRECTOR, PROFESSION
40.00
85,000
16,196
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
ABIGAIL BELL
PROGRAM OFFICER
40.00
80,471
16,221
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
TESS BONNETTE
MANAGER ADMIN/OPERAT
40.00
55,573
8,835
0
500 FIFTH ST NW
WASHINGTON
,
DC
20001
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
YOUR PART-TIME CONTROLLER
OUTSOURCED CONTROLLER
97,943
1500 WALNUT STREET SUITE 1200
PHILADELPHIA
,
PA
19102
Total
number of others receiving over $50,000 for professional services
.............
0
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 NATIONAL ACADEMY OF EDUCATION (NAED)/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS RECEIVE $70,000 IN FUNDING, 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.
2,757,631
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.
1,531,900
3
COMPARABILITY OF LARGE-SCALE EDUCATIONAL ASSESSMENTS: IN 2018, NAED ENTERED INTO A CONTRACT WITH SMARTER BALANCED/UNIVERSITY OF CALIFORNIA SANTA CRUZ TO CONDUCT A STUDY TO PROVIDE GUIDANCE TO COMMON CORE ASSESSMENT CONSORTIA AND OTHER LARGE-SCALE ASSESSMENT PROGRAMS REGARDING HOW MUCH AND WHAT TYPES OF FLEXIBILITY IN ASSESSMENT CONTENT AND PROCEDURES CAN BE ALLOWED, WHILE MAINTAINING COMPARABILITY ACROSS JURISDICTIONS AND STUDENT POPULATIONS. THIS PROJECT INVOLVED THE ORGANIZATION OF A WORKSHOP AND PUBLICATION OF A COMMISSIONED PAPER SERIES.
150,931
4
REAPING THE REWARDS OF READING FOR UNDERSTANDING: WITH FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION [INSTITUTE OF EDUCATION SCIENCES (IES)], THE PURPOSE OF THIS PROJECT IS TO DEVELOP INSIGHTS AND IMPLICATIONS OF THE IES READING FOR UNDERSTANDING (RFU) INITIATIVE TO MAKE SURE THAT WHAT HAS BEEN LEARNED FROM THIS LARGE-SCALE FEDERAL RESEARCH INVESTMENT CONTINUES TO BENEFIT EDUCATION RESEARCH AND PRACTICE. THE GOALS OF THE PROJECT INCLUDE: (1) ARTICULATION OF FINDINGS AND COMMON THEMES ACROSS THE RFU PROJECTS TO CONTRIBUTE TO A FULL-RANGE VIEW OF READING DEVELOPMENT; (2) IDENTIFICATION OF OBSTACLES TO ON-TIME READING ACHIEVEMENT AS WELL AS FACTORS SUPPORTING SUCCESS; (3) EXAMINATION OF CROSS-PROJECT FINDINGS TO IDENTIFY AREAS OF AGREEMENT AND PRODUCTIVE TENSION; AND (4) IDENTIFICATION OF COMMON PRINCIPLES UNDERLYING INSTRUCTIONAL PROGRAMS.
63,448
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
662,239
b
Average of monthly cash balances
.......................
1b
2,983,267
c
Fair market value of all other assets (see instructions)
................
1c
31,621
d
Total
(add lines 1a, b, and c)
.........................
1d
3,677,127
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
3,677,127
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
55,157
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,621,970
6
Minimum investment return.
Enter 5% of line 5
..................
6
181,099
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
b
Income tax for 2019. (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
4,261,130
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
4,261,130
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
4,261,130
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
a
Applied to 2018, 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 2019 distributable amount
.....
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
1996-07-23
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
181,099
177,079
168,838
135,098
662,114
b
85% of line 2a
.........
153,934
150,517
143,512
114,833
562,797
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
4,261,130
4,630,303
4,707,901
3,794,567
17,393,901
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
....
4,261,130
4,630,303
4,707,901
3,794,567
17,393,901
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
...
120,733
118,053
122,995
124,063
485,844
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
DC
20001
(202) 334-2341
b
The 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)
c
Any submission deadlines:
SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
d
Any 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 2-5 YEARS. THIS FELLOWSHIP IS NON-RESIDENTIAL, AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.
a
The 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
,
DC
20001
(202) 334-2341
b
The 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)
c
Any submission deadlines:
SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
d
Any 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 FROM A BROAD ARRAY OF DISCIPLINES TO UNDERTAKE DISSERTATION RESEARCH RELEVANT TO THE IMPROVEMENT OF EDUCATION. FELLOWS RECEIVE $27,500 FOR A PERIOD OF UP TO 2 YEARS TO SUPPORT THEIR DISSERTATION WRITING. FELLOWS ALSO ATTEND PROFESSIONAL DEVELOPMENT RETREATS AND RECEIVE MENTORSHIP FROM NAED MEMBERS AND OTHER SENIOR SCHOLARS IN THEIR FIELD.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ABU-ODEH DESIREE
2000 N LINCOLN PARK WEST APT 804
CHICAGO
,
IL
60614
N/A
N/A
2019 DISSERTATION FELLOW
13,750
AMEMIYA JAMIE
3151 VIA ALICANTE UNIT 220
LA JOLLA
,
CA
92037
N/A
N/A
2018 DISSERTATION FELLOW
13,750
ANZURES TAPIA ALDO
247 SOUTH 16TH STREET APT 3F
PHILADELPHIA
,
PA
19102
N/A
N/A
2019 DISSERTATION FELLOW
13,750
ARCENAS CLAIRE
UNIVERSITY OF MONTANA 33 CAMPUS
DRIVE 4104
MISSOULA
,
MT
59813
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
BISWAS SIDDHARTHA
222 OLD FAYETTEVILLE ROAD APT D208
CARRBORO
,
NC
27510
N/A
N/A
2019 RESEARCH DEV
2,500
BLEEMER ZACHARY
2605 VIRGINIA ST
BERKELEY
,
CA
94704
N/A
N/A
2019 DISSERTATION FELLOW
13,750
BONILLA SADE
76 BARNES COURT APT 101
STANFORD
,
CA
94305
N/A
N/A
2018 DISSERTATION FELLOW
13,750
BROOKS MANEKA
TEXAS STATE UNIVERSITY 601
UNIVERSITY DRIVE JCK 420
SAN MARCOS
,
TX
78666
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
CAMPBELL SHANYCE
120 THEORY SUITE 200
IRVINE
,
CA
926971050
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
CANDIPAN JENNIFER
1025 N KINGS RD APT 216
WEST HOLLYWOOD
,
CA
90069
N/A
N/A
2018 DISSERTATION FELLOW
13,750
CASSIDY MICHAEL
59 WEST 69TH STREET APT 4F
NEW YORK
,
NY
10023
N/A
N/A
2019 DISSERTATION FELLOW
13,750
CERDA JANET
PAYMENT SOLUTIONS AND COMPLIANCE
BOX 957089 1125 MURPHY HALL 405 HIL
LOS ANGELES
,
CA
900959000
N/A
N/A
2019 DISSERTATION FELLOW
13,750
CHANDRAS JESSICA
2224 FOXWORTHY AVE
SAN JOSE
,
CA
95124
N/A
N/A
2018 DISSERTATION FELLOW
13,750
CHANIN JESSE
4223 DHEMECOURT ST
NEW ORLEANS
,
LA
70119
N/A
N/A
2019 DISSERTATION FELLOW
13,750
CHEN YUNXIAO
LONDON SCHOOL OF ECONOMICS AND
POLITICAL SCIENCE HOUGHTON STREET
LONDON
UK
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
COHEN JULIE
UNIVERSITY OF VIRGINIA OFFICE OF
SPONSORED PROGRAMS PO BOX 400195
CHARLOTTESVILLE
,
VA
229044195
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
COOC NORTH
3925 WEST BAKER LANE BLDG 15 STE
3340
AUSTIN
,
TX
787595316
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
CURRAN CHRIS
33 TIGERT HALL PO BOX 113001
GAINESVILLE
,
FL
32611
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
DAHN MAGGIE
125 MONTREAL STREET
PLAYA DEL REY
,
CA
90293
N/A
N/A
2018 DISSERTATION FELLOW
13,750
DAROLIA RAJEEV
UNIVERSITY OF KENTUCKY RESEARCH
FOUNDATION C/O PNC BANK PO BOX 9311
CLEVELAND
,
OH
44193
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
DIXON ZITA
2807 CARLTON WAY
FALLBROOK
,
CA
92028
N/A
N/A
2019 RESEARCH DEV
2,500
DIZON-ROSS ELISE
55 FAIRMOUNT AVE APT 104
OAKLAND
,
CA
94611
N/A
N/A
2019 DISSERTATION FELLOW
27,500
DOOLITTLE SARA
416 WILLOW BRANCH ROAD
NORMAN
,
OK
73072
N/A
N/A
2019 RESEARCH DEV
2,500
DUMAS DENIS
1999 E EVANS AVENUE
DENVER
,
CO
80208
N/A
N/A
2019 RESEARCH DEV
5,000
EBLE ALEX
TEACHERS COLLEGE BOX 151525 W 120TH
ST
NEW YORK
,
NY
10027
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
EDGERTON ADAM
315 N 12TH STREET APT 814
PHILADELPHIA
,
PA
19107
N/A
N/A
2019 DISSERTATION FELLOW
13,750
ELFERT MAREN
PRE-AWARD OFFICE KINGS COLLEGE
LONDON STRAND
LONDON
WC2R 2LS
UK
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
ELLIOTT-GROVES EMMA
12455 COLLECTIONS DR
CHICAGO
,
IL
60693
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
FALB-KALISMAN HILARY
PO BOX 910220
DENVER
,
CO
802910220
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
FARID AMELIA
1521 BROOKSIDE DR
SAN PABLO
,
CA
94806
N/A
N/A
2019 DISSERTATION FELLOW
13,750
FERGUSON SHERELLE
2020 WALNUT STREET 27J
PHILADELPHIA
,
PA
19103
N/A
N/A
2018 DISSERTATION FELLOW
13,750
FESLER LILLIAN
47 OLMSTED RD APT 306
STANFORD
,
CA
94305
N/A
N/A
2019 DISSERTATION FELLOW
13,750
FIEL JEREMY
PO BOX 210158 ROOM 510
TUCSON
,
AZ
875210158
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
FLACK CLARE
178 BENNETT AVE APT 2N
NEW YORK
,
NY
10040
N/A
N/A
2018 DISSERTATION FELLOW
13,750
FLOOD VIRGINIA
17473 VIA ALAMITOS
SAN LORENZO
,
CA
94580
N/A
N/A
2018 DISSERTATION FELLOW
13,750
FOGARTY-VALENZUELA BENJAMIN
5619 FRIST CAMPUS CENTER
PRINCETON
,
NJ
08544
N/A
N/A
2018 DISSERTATION FELLOW
13,750
FOXWORTH JOHNSON WINTRE
5618 HENRY AVENUE
PHILADELPHIA
,
PA
19128
N/A
N/A
2019 DISSERTATION FELLOW
27,500
FRANCIS DANIA
UNIVERSITY OF MASSACHUSETTS AMHERST
100 VENTURE WAY SUITE 201
HADLEY
,
MA
01035
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
GLASS MICHAEL
C/O MEGHAN KRAUSE GRADUATE SCHOOL
PRINCETON UNIVERSITY 102 CLIO HALL
PRINCETON
,
NJ
08544
N/A
N/A
2019 DISSERTATION FELLOW
13,750
GONZALEZ CANCHE MANUEL
UNIVERSITY OF PENNSYLVANIA PO BOX
785541
PHILADELPHIA
,
PA
191785541
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
GREEN TERRANCE
UNIVERSITY OF TEXAS SPONSORED
PROJECTS 3925 WEST BRAKER LANE
AUSTIN
,
TX
78759
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
HANSELMAN PAUL
UNIVERSITY OF CALIFORNIA EXTRAMURAL
FUNDS ACCTG 120 THEORY SUITE 200
IRVINE
,
CA
926971050
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
HAROUNI HOUMAN
361 HARVARD STREET APT 13
CAMBRIDGE
,
MA
02138
N/A
N/A
2017 POSTDOCTORAL FELLOW
17,500
HART BETH
1504 MEADOW ROAD
WEST SACRAMENTO
,
CA
95691
N/A
N/A
2019 DISSERTATION FELLOW
13,750
HEATH KATELYN
426 NORTH TITUS AVE APT 1
ITHACA
,
NY
14850
N/A
N/A
2018 DISSERTATION FELLOW
27,500
HENDERSON BRYAN
ASU FOUNDATION PO BOX 2260
TEMPE
,
AZ
852802260
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
HERNANDEZ ANTHONY
902 W LAREDO AVE
GILBERT
,
AZ
85233
N/A
N/A
2019 RESEARCH DEV
2,500
HIRSHBERG MATTHEW
OFFICE OF RESEARCH SPONSORED
PROGRAMS
MILWAUKEE
,
WI
532780538
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
JOHNSON WILLIAM
12 QUEENS PARK CRES WEST 3RD FL
MCMURRICH BUILDING
TORONTO
M5S 1S8
CA
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
KASHANI MARYAM
29392 NETWORK PLACE
CHICAGO
,
IL
60673
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
KEENE ADRIENNE
16 LUONGO SQ UNIT 2
PROVIDENCE
,
RI
02903
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
KRAMER JENNA
VANDERBILT UNIVERSITY CONTRACT
GRANT ACCOUNTING 2301 VANDERBILT PL
NASHVILLE
,
TN
37240
N/A
N/A
2018 DISSERTATION FELLOW
13,750
KRIST CHRISTINA
UNIVERSITY OF ILLINOIS GRANTS AND
CONTRACTS 29392 NETWORK PLACE
CHICAGO
,
IL
606731283
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
KRYCZKA NICHOLAS
4660 N LECLAIRE AVE
CHICAGO
,
IL
60630
N/A
N/A
2018 DISSERTATION FELLOW
13,750
LANUZA YADER
PO BOX 405803
ATLANTA
,
GA
303845803
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
LAURENCE ALISON
314 CUSTER AVE
EVANSTON
,
IL
60202
N/A
N/A
2018 DISSERTATION FELLOW
13,750
LEES ANNA
1901 SUMMIT AVE
EVERETT
,
WA
98201
N/A
N/A
2019 RESEARCH DEV
5,000
LEWIS PATRICK
DEPARTMENT OF ANTHROPOLOGY 1126
EAST 59TH STREET
CHICAGO
,
IL
60637
N/A
N/A
2019 DISSERTATION FELLOW
13,750
LOYD THOMAS
1471 PARK ROAD NW
WASHINGTON
,
WA
20010
N/A
N/A
2019 DISSERTATION FELLOW
27,500
LYONS EMILY
5326 SOUTH HARPER AVE APT 2 B
CHICAGO
,
IL
60615
N/A
N/A
2018 DISSERTATION FELLOW
13,750
MACLEOD MAUREEN
555 BROADWAY
DOBBS FERRY
,
NY
10522
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
MARTINEZ NEGRETTE GISELLE
2924 HARVEY ST APT 4G
MADISON
,
WI
53705
N/A
N/A
2018 DISSERTATION FELLOW
13,750
MATTHEW LEYA
B17 GICT BUILDING AHMEDABAD
UNIVERSITY NAVRANGPURA
AHMEDABAD
IN
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
MAURER JOSEPH
1009 E 57TH ST HITCHCOCK 512
CHICAGO
,
IL
60637
N/A
N/A
2019 DISSERTATION FELLOW
13,750
MCGREW SARAH
505 CYPRESS POINT DRIVE 255
MOUNTAIN VIEW
,
CA
94043
N/A
N/A
2018 DISSERTATION FELLOW
13,750
MCGUIRE KEON
PO BOX 2260
TEMPE
,
AZ
852802260
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
MCMILLON DAVID
5050 SOUTH LAKESHORE DRIVE APT 2011
SOUTH
CHICAGO
,
IL
60615
N/A
N/A
2019 RESEARCH DEV
2,500
MIN JIE
2686 MURWORTH DR APT 1316
HOUSTON
,
TX
77054
N/A
N/A
2019 DISSERTATION FELLOW
27,500
MIRATRIX LUKE
PRESIDENT AND FELLOWS OF HARVARD
COLLEGE PO BOX 415649
BOSTON
,
MA
022415649
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
MIRRA NICOLE
RUTGERS UNIVERSITY GCA DIRECTOR 33
KNIGHTSBRIDGE RD 2ND FLR EAST WING
PISCATAWAY
,
NJ
08854
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
MONREAL TIMOTHY
2309 HOWARD RD
MADERA
,
CA
93637
N/A
N/A
2019 DISSERTATION FELLOW
13,750
MURRAY BRITTANY
3615 ALAMOSA DRIVE
HIGH POINT
,
NC
27265
N/A
N/A
2019 DISSERTATION FELLOW
27,500
NANNEY MEGAN
295 NEW KENT ROAD
BLACKSBURG
,
VA
24060
N/A
N/A
2019 DISSERTATION FELLOW
27,500
NIEMAN HANNAH
3441 37TH AVE SW
SEATTLE
,
WA
98126
N/A
N/A
2019 DISSERTATION FELLOW
13,750
NJELESANI JANET
NYU IHDSC 246 GREENE ST ROOM 616E
NEW YORK
,
NY
10003
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
OFFUTT-CHANEY MAHASAN
1130 3RD AVE APT 1308
OAKLAND
,
CA
94606
N/A
N/A
2019 DISSERTATION FELLOW
27,500
ORTIGA YASMIN
90 STAMFORD ROAD SINGAPORE
MANAGEMENT UNIVERSITY
SINGAPORE
178903
SN
N/A
N/A
2019 POSTDOCTORAL FELLOW
17,500
OWENS JAYANTI
220 OLNEY ST 2
PROVIDENCE
,
RI
02906
N/A
N/A
2017 POSTDOCTORAL FELLOW
17,500
PATLER CAITLIN
UC DAVIS CASHIERS OFFICE PO BOX
989062
WEST SACRAMENTO
,
CA
957989062
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
PATRON OSCAR
1375 W 20TH ST APT 4
LOS ANGELES
,
CA
90007
N/A
N/A
2018 DISSERTATION FELLOW
13,750
PENNER EMILY
UNIVERSITY OF CALIFORNIA 120 THEORY
SUITE 200
IRVINE
,
CA
92697
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
PIERSON ASHLYN
2225 PENNINGTON AVE
NASHVILLE
,
TN
37216
N/A
N/A
2019 DISSERTATION FELLOW
27,500
POLLARD CYNTHIA
4469 MARIGOLD DRIVE
CHINO
,
CA
91710
N/A
N/A
2019 DISSERTATION FELLOW
13,750
PRINISKI STACY
UW-MADISON GAR ACCOUNT RESEARCH
SPONSORED PROGRAMS DRAWER 538
MADISON
,
WI
532780538
N/A
N/A
2018 DISSERTATION FELLOW
13,750
QATO MEZNA
8626 HOTCHKISS DRIVE
FRANKFORT
,
IL
60423
N/A
N/A
2017 POSTDOCTORAL FELLOW
17,500
RAHMAN SAMIHA
630 N MOSS ST
PHILADELPHIA
,
PA
19139
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RANSOM KIMBERLY
1170 MCINTYRE STREET
ANN ARBOR
,
MI
48105
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RAU MARTINA
OFC OF RESEARCH SPONSORED PROG 538
MILWAUKEE
,
WI
532780538
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
RAY RANITA
6506 S MARYLAND PKWY MAIL STOP
45001
LAS VEGAS
,
CA
89154
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
RELAFORD-DOYLE JOSEPHINE
3743 INDIA ST
SAN DIEGO
,
CA
92103
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RICHARD GABRIELA
PENNSYLVANIA STATE UNIVERSITY 245
CHAMBERS BLDG
UNIVERSITY PARK
,
MD
16802
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
ROBINSON CARLY
255 PROMENADE STREET APT 310
PROVIDENCE
,
RI
02908
N/A
N/A
2019 DISSERTATION FELLOW
13,750
ROJAS NATALIA
304 CLINTON AVENUE APT 2
BROOKLYN
,
NY
11205
N/A
N/A
2018 DISSERTATION FELLOW
13,750
ROMAN DIEGO
6362 SHADY BROOK LN 1200
DALLAS
,
TX
75206
N/A
N/A
2019 RESEARCH DEV
5,000
ROSAS MARLEN
111 SUMMER AVENUE APT 1
NEWARK
,
NJ
07104
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RUNNINGHAWK JOHNSON STEPHANIE
1440 TUDOR WAY SE
ALBANY
,
NY
97322
N/A
N/A
2019 DISSERTATION FELLOW
13,750
SAN PEDRO TIMOTHY
OHIO STATE UNIVERSITY BUSINESS
INDUSTRY CONTRACTS 1960 KENNY RD
COLUMBUS
,
OH
43210
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
SCHUDDE LAUREN
UNIVERSITY OF TEXAS AT AUSTIN
SPONSORED PROJECTS 3925 WEST BRAKER
AUSTIN
,
TX
78759
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
SCRIBNER CAMPBELL
UNIVERSITY OF MARYLAND 4101
CHESAPEAKE BLDG 4300 TERRAPIN TRAIL
COLLEGE PARK
,
MD
20742
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
SINGH MICHAEL
9 MONTE VISTA DRIVE
WOODLAND
,
CA
95695
N/A
N/A
2018 DISSERTATION FELLOW
13,750
SMITH ASHLEY
BOARD OF REGENTS OF UNIVERSITYOF
WISCONSIN SYSTEM 500 LINCOLN DR
MADISON
,
WI
53706
N/A
N/A
2019 DISSERTATION FELLOW
27,500
SOLANKI SABRINA
22731 BURLWOOD
MISSION VIEJO
,
CA
92692
N/A
N/A
2018 DISSERTATION FELLOW
13,750
SOOJIN CHO KATHERINE
11000 WEYBURN DRIVE APT 620
LOS ANGELES
,
CA
90024
N/A
N/A
2019 DISSERTATION FELLOW
13,750
SPERRY DOUGLAS
PO BOX 67
SAINT MARYOFTHEWOOD
,
IN
47876
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
STEINEKER ROWAN
602 SE 27TH STREET
CAPE CORAL
,
FL
33904
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
STERN WALTER
UNIVERSITY OF WISCONSINRESEARCH
SPONSORED PROGRAMS DRAWER 538
MILWAUKEE
,
WI
53278
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
SUDCHAROEN MOODJALIN
11 W DIVISION UNIT 1004
CHICAGO
,
IL
60610
N/A
N/A
2019 DISSERTATION FELLOW
27,500
TACHINE AMANDA
3620 E DESERT FLOWER LANE
PHOENIX
,
AZ
85044
N/A
N/A
2017 POSTDOCTORAL FELLOW
17,500
TAIRA DEREK
UNIV OF HAWAII 2440 CAMPUS ROAD BOX
368
HONOLULU
,
HI
968222234
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
TANIO NADINE
1646 SANTA MARIA AVENUE
GLENDALE
,
CA
91208
N/A
N/A
2018 DISSERTATION FELLOW
13,750
TARLAU REBECCA
PENNSYLVANIA STATE UNIVERSITY 301
KELLER BUILDING
UNIVERSITY PARK
,
PA
16802
N/A
N/A
2018 POSTDOCTORAL FELLOW
70,000
TAYLOR KATHERINE
UNIVERSITY OF WASHINGTON GRANT
CONTRACT ACCTG 12455 COLLECTIONS DR
CHICAGO
,
IL
60693
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
TOLIVER STEPHANIE
UNIVERSITY OF GEORGIA RESEARCH
FOUNDATION 310 EAST CAMPUS RD
ATHENS
,
GA
306021589
N/A
N/A
2019 DISSERTATION FELLOW
13,750
TURETSKY KATE
75 WILLETT STREET APT 5F
ALBANY
,
NY
12210
N/A
N/A
2018 DISSERTATION FELLOW
13,750
UMANSKY ILANA
975 E 22ND AVE
EUGENE
,
OR
97405
N/A
N/A
2019 RESEARCH DEV
5,000
VAKIL SEPEHR
NORTHWESTERN UNIVERSITY 633 CLARK
STREET ROOM G594
EVANSTON
,
IL
60208
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
WANG SHIYU
310 E CAMPUS RD TUCKER HALL RM 309
ATHENS
,
GA
306021589
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
WEINTROP DAVID
SPONSORED PROGRAMS ACCOUNTING AND
COMPL 4101 CHESAPEAKE BUILDNG 4300
COLLEGE PARK
,
MD
207423141
N/A
N/A
2019 RESEARCH DEV
5,000
WEN QIAO
140 W 109TH STREET APT 4E
NEW YORK
,
NY
10025
N/A
N/A
2019 DISSERTATION FELLOW
13,750
WIGGINS YOLANDA
464 ELM ST
KEENE
,
NH
03431
N/A
N/A
2018 DISSERTATION FELLOW
13,750
WILINSKI BETHANY
426 AUDITRIUM ROAD ROOM 2
EAST LANSING
,
MI
488242600
N/A
N/A
2019 RESEARCH DEV
5,000
WILLIS VINCENT
BOX 870104
TUSCALOOSA
,
AL
354870104
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
WOLF SHARON
PO BOX 785541
PHILADELPHIA
,
PA
191785541
2019 POSTDOCTORAL FELLOW
35,000
WRIGHT NICHOLAS
1441 WILLOW LAKE DR NE APT E
ATLANTA
,
GA
30329
2018 DISSERTATION FELLOW
13,750
ZARATE VASQUEZ ROMAN ANDRES
364 HIGHLAND AVENUE APT 2
SOMERVILLE
,
MA
02144
2018 DISSERTATION FELLOW
13,750
ZHANG JENNY
1036 60TH ST 5
OAKLAND
,
CA
94608
2019 RESEARCH DEV
2,500
Total
.................................
3a
3,152,500
b
Approved for future payment
ABU-ODEH DESIREE
2000 N LINCOLN PARK WEST APT 804
CHICAGO
,
IL
60614
N/A
N/A
2019 POSTDOCTORAL FELLOW
13,750
ADUKIA ANJALI
UNIVERSITY OF CHICAGO 6054 SOUTH
DREXEL AVENUE SUITE 300
CHICAGO
,
IL
606372612
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
ANZURES TAPIA ALDO
247 SOUTH 16TH STREET APT 3F
PHILADELPHIA
,
PA
19102
N/A
N/A
2019 POSTDOCTORAL FELLOW
13,750
BAKER RACHEL
REGENTS OF THE UNIV OF CALIFORNIA
120 THEORY SUITE 200
IRVINE
,
CA
926971050
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
BLEEMER ZACHARY
2605 VIRGINIA ST
BERKELEY
,
CA
94704
N/A
N/A
2019 DISSERTATION FELLOW
13,750
BOLSINOVA MARIA
ACT INC PO BOX 4072
IOWA CITY
,
IA
52243
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
CAMPBELL SHANYCE
120 THEORY SUITE 200
IRVINE
,
CA
926971050
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
CASSIDY MICHAEL
59 WEST 69TH STREET APT 4F
NEW YORK
,
NY
10023
N/A
N/A
2019 DISSERTATION FELLOW
13,750
CERDA JANET
PAYMENT SOLUTIONS AND COMPLIANCE
BOX 957089 1125 MURPHY HALL 405 HIL
LOS ANGELES
,
CA
900959000
N/A
N/A
2019 DISSERTATION FELLOW
13,750
CHANIN JESSE
4223 DHEMECOURT ST
NEW ORLEANS
,
LA
70119
N/A
N/A
2019 DISSERTATION FELLOW
13,750
COOC NORTH
3925 WEST BAKER LANE BLDG 15 STE
3340
AUSTIN
,
TX
787595316
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
CURRAN CHRIS
33 TIGERT HALL PO BOX 113001
GAINESVILLE
,
FL
32611
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
DURAN LEAH
UNIVERSITY OF ARIZONA PO BOX 210158
ROOM 510
TUCSON
,
AZ
857210158
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
EBLE ALEX
TEACHERS COLLEGE BOX 151525 W 120TH
ST
NEW YORK
,
NY
10027
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
EDGERTON ADAM
315 N 12TH STREET APT 814
PHILADELPHIA
,
PA
19107
N/A
N/A
2019 DISSERTATION FELLOW
13,750
ELLIOTT-GROVES EMMA
12455 COLLECTIONS DR
CHICAGO
,
IL
60693
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
FALB-KALISMAN HILARY
PO BOX 910220
DENVER
,
CO
802910220
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
FARID AMELIA
1521 BROOKSIDE DR
SAN PABLO
,
CA
94806
N/A
N/A
2019 DISSERTATION FELLOW
13,750
FESLER LILLIAN
47 OLMSTED RD APT 306
STANFORD
,
CA
94305
N/A
N/A
2019 DISSERTATION FELLOW
13,750
FIEL JEREMY
PO BOX 210158 ROOM 510
TUCSON
,
AZ
875210158
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
GLASS MICHAEL
C/O MEGHAN KRAUSE GRADUATE SCHOOL
PRINCETON UNIVERSITY 102 CLIO HALL
PRINCETON
,
NJ
08544
N/A
N/A
2019 DISSERTATION FELLOW
13,750
GROEGER CRISTINA
LAKE FOREST COLLEGE 555 N SHERIDAN
ROAD
LAKE FOREST
,
IL
60045
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
HART BETH
1504 MEADOW ROAD
WEST SACRAMENTO
,
PA
95691
N/A
N/A
2019 DISSERTATION FELLOW
13,750
HIRSHBERG MATTHEW
OFFICE OF RESEARCH SPONSORED
PROGRAMS
MILWAUKEE
,
WI
532780538
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
HUTT ETHAN
UNIVERSITY OF MARYLAND 4300
TERRAPIN TRAIL 4101 CHESAPEAKE BUIL
COLLEGE PARK
,
MD
20742
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
KASHANI MARYAM
29392 NETWORK PLACE
CHICAGO
,
IL
60673
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
LANUZA YADER
PO BOX 405803
ATLANTA
,
GA
303845803
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
LEWIS PATRICK
DEPARTMENT OF ANTHROPOLOGY 1126
EAST 59TH STREET
CHICAGO
,
IL
60637
N/A
N/A
2019 DISSERTATION FELLOW
13,750
MACLEOD MAUREEN
555 BROADWAY
DOBBS FERRY
,
NY
10522
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
MAURER JOSEPH
1009 E 57TH ST HITCHCOCK 512
CHICAGO
,
IL
60637
N/A
N/A
2019 DISSERTATION FELLOW
13,750
MCGUIRE KEON
PO BOX 2260
TEMPE
,
AZ
852802260
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
MONREAL TIMOTHY
2309 HOWARD RD
MADERA
,
CA
93637
N/A
N/A
2019 DISSERTATION FELLOW
13,750
NIEMAN HANNAH
3441 37TH AVE SW
SEATTLE
,
WA
98126
N/A
N/A
2019 DISSERTATION FELLOW
13,750
OLIVEIRA GABRIELLE
BOSTON COLLEGE 31 LAWRENCE AVENUE
JOYCE HOUSE
CHESTNUT HILL
,
MA
02467
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
ORTIGA YASMIN
90 STAMFORD ROAD SINGAPORE
MANAGEMENT UNIVERSITY
SINGAPORE
178903
SN
N/A
N/A
2019 POSTDOCTORAL FELLOW
52,500
POLLARD CYNTHIA
4469 MARIGOLD DRIVE
CHINO
,
CA
91710
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RAHMAN SAMIHA
630 N MOSS ST
PHILADELPHIA
,
PA
19139
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RANSOM KIMBERLY
1170 MCINTYRE STREET
ANN ARBOR
,
MI
48105
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RAU MARTINA
OFC OF RESEARCH SPONSORED PROG 538
MILWAUKEE
,
WI
532780538
N/A
N/A
2018 POSTDOCTORAL FELLOW
35,000
RAY RANITA
6506 S MARYLAND PKWY MAIL STOP
45001
LAS VEGAS
,
CA
89154
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
RELAFORD-DOYLE JOSEPHINE
3743 INDIA ST
SAN DIEGO
,
CA
92103
N/A
N/A
2019 DISSERTATION FELLOW
13,750
ROBINSON CARLY
255 PROMENADE STREET APT 310
PROVIDENCE
,
RI
02908
N/A
N/A
2019 DISSERTATION FELLOW
13,750
ROSAS MARLEN
111 SUMMER AVENUE APT 1
NEWARK
,
NJ
07104
N/A
N/A
2019 DISSERTATION FELLOW
13,750
RUNNINGHAWK JOHNSON STEPHANIE
1440 TUDOR WAY SE
ALBANY
,
NY
97322
N/A
N/A
2019 DISSERTATION FELLOW
13,750
SANTIAGO MARIBEL
UNIVERSITY OF WASHINGTON 12455
COLLECTIONS DRIVE
CHICAGO
,
IL
60693
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
SHELTON JOHN
UNIVERSITY OF WISCONSIN - GREEN BAY
2420 NICOLET DRIVE
GREEN BAY
,
WI
54311
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
SOOJIN CHO KATHERINE
11000 WEYBURN DRIVE APT 620
LOS ANGELES
,
CA
90024
N/A
N/A
2019 DISSERTATION FELLOW
13,750
SPERRY DOUGLAS
PO BOX 67
SAINT MARYOFTHEWOOD
,
IN
47876
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
TAIRA DEREK
UNIV OF HAWAII 2440 CAMPUS ROAD BOX
368
HONOLULU
,
HI
968222234
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
TOLIVER STEPHANIE
UNIVERSITY OF GEORGIA RESEARCH
FOUNDATION 310 EAST CAMPUS RD
ATHENS
,
GA
306021589
N/A
N/A
2019 DISSERTATION FELLOW
13,750
WAHL RACHEL
RECTOR VISITORS OF THE UNIV OF VA
PO BOX 400195
CHARLOTTESVILLE
,
VA
229044195
N/A
N/A
2019 POSTDOCTORAL FELLOW
70,000
WANG SHIYU
310 E CAMPUS RD TUCKER HALL RM 309
ATHENS
,
GA
306021589
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
WEN QIAO
140 W 109TH STREET APT 4E
NEW YORK
,
NY
10025
N/A
N/A
2019 DISSERTATION FELLOW
13,750
WILLIS VINCENT
BOX 870104
TUSCALOOSA
,
AL
354870104
N/A
N/A
2019 POSTDOCTORAL FELLOW
35,000
WOLF SHARON
PO BOX 785541
PHILADELPHIA
,
PA
191785541
2019 POSTDOCTORAL FELLOW
35,000
XU DI
UNIVERSITY OF CALIFORNIA 120 THEORY
SUITE 200
IRVINE
,
CA
92697
2018 POSTDOCTORAL FELLOW
35,000
Total
.................................
3b
1,726,250
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
149,736
2
Membership dues and assessments
....
47,955
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
50,891
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
9,116
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
PUBLICATION SALES
15
3,839
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
63,846
197,691
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
261,537
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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.)
1G
COMPARABILITY OF LARGE-SCALE EDUCATIONAL ASSESSMENTS (SMARTER BALANCED UCSC) AND REAPING THE REWARDS OF READING FOR UNDERSTANDING.
2
MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS AND IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.
Form
990-PF
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description