Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 4,462,540 | 3,086,478 | 4,410,041 | 2,549,964 | 1,377,455 | 15,886,478 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,462,540 | 3,086,478 | 4,410,041 | 2,549,964 | 1,377,455 | 15,886,478 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 15,886,478 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,462,540 | 3,086,478 | 4,410,041 | 2,549,964 | 1,377,455 | 15,886,478 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 823,086 | 768,803 | 733,273 | 752,163 | 692,051 | 3,769,376 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 19,655,854 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC. WORKS TOWARD AN AMERICA IN WHICH EVERYONE HAS THE OPPORTUNITY TO READ, WRITE, AND COMPREHEND IN ORDER TO NAVIGATE THE WORLD WITH DIGNITY. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | THE INAUGURAL NATIONAL SUMMIT ON ADULT LITERACY CONVENED MORE THAN 200 LITERACY EXPERTS AND PRACTITIONERS, EDUCATION RESEARCHERS, EDTECH INNOVATORS, PHILANTHROPIC LEADERS, AND INDUSTRY PARTNERS FOR AN IN-DEPTH, COLLABORATIVE ACTION PLANNING SESSION ON AMERICA'S ADULT LITERACY CRISIS. WE WERE JOINED BY SPECIAL GUESTS INCLUDING MSNBC ANCHOR ALI VELSHI, WHO SERVED AS OUR EMCEE, AND DR. CARLA HAYDEN, 14TH LIBRARIAN OF CONGRESS. THE DAY-LONG EVENT, HELD AT THE REACH AT THE KENNEDY CENTER, LAUNCHED AN ONGOING, COLLECTIVE MOVEMENT FOCUSED ON INNOVATION AND INVESTMENT IN THE FIELD OF ADULT AND FAMILY LITERACY. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | TEEN TRENDSETTERS IS AMONG THE BARBARA BUSH FOUNDATION'S LONGEST-RUNNING PROGRAMS. THE PROGRAM PAIRS TEEN MENTORS WITH ELEMENTARY SCHOOLERS WHO ARE READING SIX MONTHS OR MORE BELOW GRADE LEVEL, USING EVIDENCE-BASED STRATEGIES AND ACTIVITIES TO BUILD LITERACY SKILLS AND CONFIDENCE. SINCE ITS LAUNCH IN 2002, TEEN TRENDSETTERS HAS EVOLVED TO SERVE STRUGGLING ELEMENTARY SCHOOL READERS AND THEIR FAMILIES, LEVERAGING AN INNOVATIVE COMBINATION OF HIGH QUALITY CURRICULUM, RESEARCH-PROVEN MENTORING TECHNIQUES, AND PARENTAL ENGAGEMENT TO IMPROVE LITERACY SKILLS ACROSS MULTIPLE GENERATIONS. OUR IMPACT SINCE 2002: THE BARBARA BUSH FOUNDATION HAS SUPPORTED MORE THAN 1,600 TEEN TRENDSETTERS PROGRAMS IN 18 STATES, PROVIDING MORE THAN 513,000 BOOKS TO NEARLY 35,000 STRUGGLING READERS. OVER 37,000 MENTORS HAVE VOLUNTEERED MORE THAN 675,000 HOURS TO HELP THEIR MENTEES IMPROVE THEIR READING, WITH OUTSTANDING RESULTS. THE COST PER PARTICIPANT OVER THE LIFE OF THE PROGRAM IS $118 - APPROXIMATELY $12.68/HOUR OF MENTORING DELIVERED. OUR RESULTS OVERALL, MENTEES PROGRESS ONE GRADE LEVEL OR MORE IN READING AFTER SEVEN MONTHS IN THE TEEN TRENDSETTERS PROGRAM. THE INCREASE OF MORE THAN ONE GRADE LEVEL IN READING IS EVEN MORE SUBSTANTIAL, GIVEN THAT MENTEES BEGAN WELL BELOW GRADE LEVEL. THIS PROGRESS IS SIGNIFICANT BECAUSE MENTEES SHOWED 50% MORE GROWTH THAN WOULD BE EXPECTED FOR AN ON-GRADE OR ABOVE-GRADE READER DURING THIS TIME. A FIVE-YEAR META-ANALYSIS OF THE RESULTS OF THE TEEN TRENDSETTERS PROGRAM IN FLORIDA CONCLUDED THAT, IN CONJUNCTION WITH THEIR PARTICIPATION IN TEEN TRENDSETTERS, THESE STUDENTS BEGAN TO CLOSE THE GAP WITH THEIR PEERS. SPECIFICALLY, MENTEES SHOWED BETWEEN 18% AND 31% MORE GROWTH IN THEIR READING SKILLS THAN ONE WOULD EXPECT FOR THE AVERAGE STUDENT. THIS YEAR, WE HAVE ENHANCED THE PROGRAM TO SERVE ENTIRE FAMILIES, INCORPORATING RESOURCES AND NEW TECHNOLOGY THAT EQUIP PARENTS TO FULFILL THEIR ESSENTIAL ROLE AS-IN THE WORDS OF BARBARA BUSH-THEIR CHILD'S "FIRST AND BEST TEACHER." EACH BOOK THAT CHILDREN READ WITH THEIR TEEN MENTOR IS ADDED TO THEIR HOME LIBRARIES, ACCOMPANIED BY A PARENT GUIDE THAT ENGAGES CAREGIVERS BY PROVIDING LITERACY ACTIVITIES FOR HOME. AND, RECOGNIZING THAT MANY PARENTS AND CAREGIVERS MAY STRUGGLE WITH READING THEMSELVES, WE OFFER RESOURCES FOR THEM AS WELL. EACH PARENT GUIDE PROVIDES FREE ACCESS TO THE CELL-ED ADULT LITERACY APP FOR PARENTS WHO WISH TO IMPROVE THEIR OWN LITERACY SKILLS WITHOUT ATTENDING CLASSES. IN THE COMING MONTHS, WE LOOK FORWARD TO: CONTINUING TO ENHANCE THE PROGRAM'S RESOURCES TO FOSTER PARENT ENGAGEMENT AND ADULT LITERACY SKILL DEVELOPMENT IMPLEMENTING AN ONLINE VERSION OF THE PROGRAM TO REACH LEARNERS OUTSIDE OF TRADITIONAL SCHOOLS EXTENDING THE PROGRAM BEYOND THE ACADEMIC YEAR TO HELP STUDENTS KEEP PROGRESSING YEAR-ROUND EXPANDING THE POOL OF MENTORS TO VETTED, TRAINED VOLUNTEERS OF ALL AGES LAUNCHING AN ONLINE VERSION OF THE PROGRAM FOR ADULT LEARNERS TRANSLATING ALL PROGRAM MATERIALS INTO SPANISH AS WELL AS ENGLISH INCORPORATING VIRTUAL MEETING TOOLS FOR MENTORING LESSONS TO ENABLE REMOTE LEARNING |
| FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: | FORMER FIRST LADY BARBARA BUSH CHOSE LITERACY AS HER LIFE'S WORK BASED ON A SIMPLE, BUT POWERFUL BELIEF: "IF MORE PEOPLE COULD READ, WRITE, AND COMPREHEND, WE WOULD BE THAT MUCH CLOSER TO SOLVING SO MANY OF THE PROBLEMS PLAGUING OUR SOCIETY." SHE KNEW THAT LITERACY IS THE KEY TO A LIFE OF EQUITY, OPPORTUNITY, AND PROSPERITY FOR ALL AMERICANS. SINCE SHE ESTABLISHED THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY IN 1989, RESEARCH HAS PROVEN HER RIGHT, LINKING LITERACY TO SOME OF THE MOST PRESSING ISSUES OF OUR TIME. OVER THE PAST THREE DECADES, THE BARBARA BUSH FOUNDATION HAS PROVIDED MORE THAN $110 MILLION IN SUPPORT FOR FAMILY LITERACY PROGRAMS IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA, CHANGING THE LIVES OF COUNTLESS PARENTS AND CHILDREN. TODAY, WE REMAIN COMMITTED TO BARBARA BUSH'S VISION, WORKING TOWARD AN AMERICA IN WHICH ALL ADULTS HAVE THE OPPORTUNITY TO READ, WRITE, AND COMPREHEND IN ORDER TO NAVIGATE THE WORLD WITH DIGNITY. LOW LITERACY IS A SILENT AND ENDURING CRISIS IN OUR COUNTRY, PREVENTING 130 MILLION AMERICANS FROM FULLY ENGAGING IN OUR SOCIETY AS PARENTS, WORKERS, AND CITIZENS. ROUGHLY 54 PERCENT OF U.S. ADULTS AGED 16-74 LACK PROFICIENCY IN LITERACY, ESSENTIALLY READING BELOW A SIXTH GRADE LEVEL. LOW LITERACY LIES AT THE CORE OF THE MULTIGENERATIONAL CYCLES OF POVERTY, POOR HEALTH, AND LOW EDUCATIONAL ATTAINMENT THAT IMPACT OUR FAMILIES, COMMUNITIES, AND OUR NATION AS A WHOLE. THE BARBARA BUSH FOUNDATION IS DEDICATED TO BRIDGING THE ENORMOUS GAP BETWEEN AVAILABLE RESOURCES AND THE POPULATION IN NEED. THIS ISSUE IS LARGELY IGNORED, HISTORICALLY UNDERFUNDED, AND WOEFULLY UNDER-RESEARCHED, DESPITE BEING ONE OF THE GREAT SOLVABLE PROBLEMS OF OUR TIME. WE KNOW THAT THIS PROBLEM IS TOO LARGE FOR ANY ONE ORGANIZATION TO TACKLE ALONE. TO SOLVE IT, WE MUST BREAK DOWN SILOS TO GALVANIZE COLLECTIVE ACTION AND FILL RESEARCH GAPS TO FURTHER UNDERSCORE LITERACY'S IMPACT ON EQUITY, POVERTY, AND HEALTH-ULTIMATELY SHINING A LIGHT ON AMERICA'S SILENT CRISIS. WE ARE COMMITTED TO CREATING THE KNOWLEDGE AND EVIDENCE BASES THAT WE NEED TO MOVE THE NEEDLE ON LOW LITERACY. IT IS CRITICAL THAT WE "PUT A FACE" ON THE PROBLEM BY PINPOINTING THE PEOPLE AND PLACES THAT IT IMPACTS DIRECTLY, AS WELL AS THE RIPPLE EFFECTS THAT IT SENDS THROUGHOUT OUR SOCIETY. WE TAKE AN EVIDENCE-BASED APPROACH ON EVERY LEVEL-INVESTING IN ACADEMIC RESEARCH TO DOCUMENT THE CRISIS AND ITS IMPACTS, AND TO INFORM THE WORK OF PRACTITIONERS, AS WELL AS SUPPORTING PROGRAMS AND INITIATIVES THAT ARE GROUNDED IN THE SCIENCE OF READING AND EMPLOY AGE-APPROPRIATE ADULT LEARNING THEORY TO MAXIMIZE IMPACT. EVERY BARBARA BUSH FOUNDATION PROGRAM AND INITIATIVE UTILIZES EVIDENCE-BASED LEARNING THEORY, AND IS CONTINUALLY EVALUATED TO ASSESS IMPACT. OUR COMMITMENT TO MEASUREMENT AND ACCOUNTABILITY PROVIDES CRITICAL DATA THAT INFORMS NOT ONLY OUR WORK, BUT THE WORK OF THE ENTIRE FIELD, AND ENSURES BETTER OUTCOMES FOR THE FAMILIES AND COMMUNITIES WE SERVE. OUR RESULTS-DRIVEN SOLUTIONS INCLUDE: LITERACY GAP MAP: OUR LITERACY GAP MAP (MAP.BARBARABUSH.ORG) VISUALLY REPRESENTS THE RELATIONSHIP OF LITERACY TO HEALTH, INCOME, AND EDUCATION NATIONWIDE-LITERALLY PUTTING LOW LITERACY AND ITS DEVASTATING EFFECTS ON THE MAP AT A COUNTY-BY-COUNTY LEVEL TO INFORM RESOURCE DEVELOPMENT AND DECISION MAKING. THE MAP WAS RECENTLY UPDATED TO PROVIDE STATE- AND CITY-LEVEL DATA AS WELL. ECONOMIC STUDY: A FIRST-OF-ITS-KIND ECONOMIC STUDY COMMISSIONED BY THE BARBARA BUSH FOUNDATION RECENTLY ASSESSED THE ISSUE AT A MACROECONOMIC LEVEL. THIS ANALYSIS OF OUR LITERACY GAP MAP DATA, CONDUCTED BY GALLUP ECONOMISTS AND RELEASED VIA AN EXCLUSIVE IN FORBES, FOUND THAT THE U.S. COULD BE LOSING A STAGGERING $2.2 TRILLION IN GROSS DOMESTIC PRODUCT (GDP) DUE TO LOW ADULT LITERACY RATES. BARBARA BUSH FELLOWS: OUR BARBARA BUSH FELLOWS PROGRAM FUELS CRITICAL LITERACY RESEARCH. THESE TWO-YEAR GRANTS SUPPORT ACADEMIC RESEARCH THAT WILL HELP INCREASE LEARNING, ACCELERATE INNOVATION, AND INCUBATE THE MOST EFFECTIVE INITIATIVES, AS WELL AS EXPLORE THE MOST PRESSING QUESTIONS FACED BY LITERACY PRACTITIONERS TODAY. CURRICULUM AND PROGRAM DEVELOPMENT: USING OUR 30+ YEARS OF EXPERTISE IN ADULT AND FAMILY LITERACY, WE WORK WITH A VARIETY OF ORGANIZATIONS INCLUDING CORPORATIONS AND NONPROFITS ON CURRICULUM AND PROGRAM DEVELOPMENT, PROVIDING THEM WITH EVIDENCE-BASED TOOLS TO HELP MEET THE LITERACY NEEDS OF THEIR WORKFORCES AND THE COMMUNITIES THAT THEY SERVE. NATIONAL ACTION PLAN: IN OUR ROLE AS A THOUGHT LEADER AND CONVENER, WE ARE WORKING TO BUILD A NATIONAL MOVEMENT FOCUSED ON INNOVATION AND INVESTMENT IN THE FIELD OF ADULT AND FAMILY LITERACY. WE HAVE COMMISSIONED A CROSS-SECTOR TASK FORCE OF EXPERTS FROM BOTH INSIDE AND OUTSIDE OF THE LITERACY SPHERE TO CREATE A NATIONAL ACTION PLAN FOR ADULT LITERACY. FIVE EXPERT WORKING GROUPS IN THE AREAS OF REACH AND ACCESS, DATA, PROFESSIONAL DEVELOPMENT, CRIMINAL JUSTICE, AND RESEARCH ARE WORKING TO CREATE THIS PLAN, WHICH WILL LAY OUT A ROADMAP FOR NATIONWIDE ACTION OVER THE NEXT FIVE YEARS. THE PLAN WILL BE PRESENTED AT THE 2021 NATIONAL SUMMIT ON ADULT LITERACY, SETTING A BOLD AGENDA AIMED TO STRENGTHEN, SCALE, AND IMPROVE ACCESS TO LITERACY PROGRAMS FOR ADULT LEARNERS-VASTLY INCREASING OUR COLLECTIVE IMPACT ON THE MILLIONS OF ADULTS IN NEED. TECHNOLOGY AND INNOVATION: WE BELIEVE THAT TECHNOLOGY CAN HELP US MEET FAMILIES WHERE THEY ARE. WE ARE COMMITTED TO DEVELOPING AND SCALING SOLUTIONS THAT CAN REACH LEARNERS WHERE THEY LIVE, WORK, PLAY, AND PRAY, EXPANDING OPPORTUNITIES FOR LEARNING BEYOND THE TRADITIONAL CLASSROOM. IN 2015, THE BARBARA BUSH FOUNDATION MADE HISTORY BY INCENTIVIZING THE DEVELOPMENT OF MOBILE APPS TO HELP ADULTS LEARN TO READ ANYTIME, ANYWHERE. NOW, WE ARE WORKING TO PUT THESE GROUNDBREAKING APPS INTO THE HANDS OF LEARNERS NATIONWIDE. WE HAVE INCORPORATED AN AWARD-WINNING ADULT LITERACY APP INTO OUR LITERACY PROGRAMS, AND WE SERVE AS FOUNDING PARTNER IN A NATIONAL INITIATIVE AIMED AT DISTRIBUTING THE APP TO ONE MILLION ADULTS IN THE NEXT YEAR. TO GUIDE AND ACCELERATE OUR TECHNOLOGY-FOCUSED EFFORTS, WE HAVE ENLISTED THE EXPERTISE OF OUR TECHNOLOGY ADVISORY COUNCIL. THIS GROUP-COMPRISED OF SILICON VALLEY LEADERS, VENTURE CAPITALISTS, INDUSTRY TRAILBLAZERS, AND SOME OF THE NATION'S TOP PHILANTHROPIES-PROVIDES CRITICAL INPUT THAT WILL SHAPE NOT ONLY OUR WORK, BUT THE TRAJECTORY OF THE ENTIRE ADULT LITERACY FIELD IN THE YEARS TO COME. COVID-19 RELIEF: AMID THE COVID-19 CRISIS, WE HAVE CHANNELED OUR 30+ YEARS OF EXPERTISE IN FAMILY LITERACY INTO SUPPORTING AMERICA'S LOW-LITERATE FAMILIES, WHO HAVE BEEN AMONG THE HARDEST HIT. WE WERE PLEASED TO BE RECOGNIZED BY BOTH FORBES AND FORTUNE FOR THE AT-HOME ONLINE LEARNING TOOLKITS WE CREATED TO HELP STUDENTS OF ALL AGES NAVIGATE THESE CHALLENGING TIMES. IN THE MONTHS TO COME, WE PLAN TO PLAY AN IMPORTANT ROLE IN OUR NATION'S EDUCATIONAL RECOVERY PLAN BY PROVIDING NEW RESOURCES TO SUPPORT PARENTS AND EDUCATORS. |
| FORM 990, PART VI, SECTION A, LINE 2 | DORO BUSH KOCH AND TRICIA REILLY KOCH ARE RELATED AND HAVE A BUSINESS RELATIONSHIP. JEB BUSH, JR AND DORO BUSH KOCH ARE RELATED. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON DATA SUPPLIED BY THE ORGANIZATION. ONCE A REVIEW IS PERFORMED BY MANAGEMENT OF THE ORGANIZATION, THE FORM 990 AND ALL ACCOMPANYING SCHEDULES ARE APPROVED BY THE AUDIT COMMITTEE TO PRESENT TO THE BOARD OF DIRECTORS FOR THEIR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR BEFORE ITS ANNUAL MEETING, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERING MANAGEMENT STAFF AND BOARD MEMBERS IS REVIEWED AND REVISED AS REVISIONS ARE CONSIDERED NECESSARY BY THE CEO. ANNUALLY THE MANAGEMENT STAFF AND BOARD MEMBERS ARE REQUIRED TO REVIEW, SIGN, AND SUBMIT A CONFLICT OF INTEREST FORM. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTIONS DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE BARBARA BUSH FOUNDATION'S BEST INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE SALARIES AND OTHER COMPENSATION OF ALL OFFICERS AND AGENTS OF THE CORPORATION (ACTING IN SUCH CAPACITIES) SHALL BE DECIDED BY THE BOARD OF DIRECTORS OR A DULY AUTHORIZED COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION DECISIONS MADE BY THE BOARD OF DIRECTORS OR A COMMITTEE THEREOF SHALL REQUIRE THE AFFIRMATIVE VOTE OF A MAJORITY OF THE DISINTERESTED DIRECTORS THEN MEMBERS OF THE BOARD OF DIRECTORS OR SUCH COMMITTEE. THE PRESIDENT/CEO SHALL BE NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE, APPOINTED BY THE BOARD OF DIRECTORS AND SERVE UNTIL HIS OR HER RESIGNATION, REMOVAL, DISQUALIFICATION OR DEATH AND UNTIL HIS OR HER SUCCESSOR IS APPOINTED. THE PRESIDENT/CEO WILL BE EVALUATED ANNUALLY BY THE EXECUTIVE COMMITTEE IN COORDINATION WITH AN OUTSIDE PERFORMANCE EVALUATION EXPERT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE FLORIDA DEPARTMENT OF AGRICULTURE & CONSUMER SERVICES. |
| FORM 990, PART I, LINE 6, VOLUNTEERS: | THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, INC IS A PUBLIC CHARITY FOUNDED BY FORMER FIRST LADY BARBARA BUSH. THE BUSH FAMILY IS PROUD TO SUPPORT LITERACY THROUGH THEIR PHILANTHROPIC EFFORTS. DOROTHY BUSH KOCH IS HONORARY CHAIR AND SERVES AS A VOLUNTEER MEMBER OF THE BOARD OF DIRECTORS. DOROTHY'S SISTER-IN-LAW, TRICIA REILLY KOCH, AND NEPHEW, JEB BUSH, JR., ARE ALSO VOLUNTEER MEMBERS OF THE BOARD OF DIRECTORS. BUSH FAMILY MEMBERS WHO LEND THEIR NAMES AND VALUABLE TIME AS VOLUNTEERS, PARTICULARLY TO SUPPORT THE FOUNDATION'S CELEBRATION OF READING EVENTS, INCLUDE PRESIDENT GEORGE W. AND LAURA BUSH, GOVERNOR JEB AND COLUMBA BUSH, MARVIN AND MARGARET BUSH, NEIL AND MARIA BUSH, DORO AND BOBBY KOCH, ALEXANDER ANDREWS, PACE ANDREWS, THE HONORABLE GEORGE P. AND AMANDA BUSH, MARSHALL BUSH, NOELLE BUSH, SARABETH AND PIERCE BUSH, WALKER BUSH, SANDRA AND JEB BUSH, JR., BARBARA BUSH AND CRAIG COYNE, ELIZABETH ANDREWS, JENNA BUSH HAGER AND HENRY HAGER, GIGI KOCH, ROBERT KOCH, LAUREN BUSH LAUREN AND DAVID LAUREN, LEE AND SAM LEBLOND, ASHLEY BUSH AND JULIAN LEFEVRE, AND ELLIE AND NICK SOSA. |
| FORM 990, PART VI, SECTION A, LINE 8 | THE EXECUTIVE COMMITTEE WHICH SHALL THE CONSIST OF THE CHAIR (WHO SHALL BE THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE), THE HONORARY CHAIR (IF APPLICABLE), THE VICE CHAIR, THE OFFICERS OF THE BOARD OF DIRECTORS, THE PRESIDENT/CEO, AND SUCH ADDITIONAL DIRECTORS AS MAY BE APPOINTED BY THE CHAIR AND APPROVED BY THE BOARD OF DIRECTORS. AT LEAST A MAJORITY OF THE MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF ITS BUSINESS. THE EXECUTIVE COMMITTEE SHALL MEET AT LEAST TWO (2) TIMES PER YEAR AND ITS MEMBERS SHALL SERVE A TERM OF TWO (2) YEARS. THE EXECUTIVE COMMITTEE SHALL FORMULATE, SUPERVISE AND IMPLEMENT THE POLICIES OF THE CORPORATION UNDER THE DIRECTION OF THE BOARD OF DIRECTORS AND BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS AND WHILE THE BOARD OF DIRECTORS IS NOT IN SESSION, AND SHALL HAVE ALL THE POWERS AND EXERCISE ALL THE DUTIES OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION, EXCEPT THOSE ENUMERATED IN THE BYLAWS. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICE: PROGRAM SERVICE EXPENSES 1,421,387. MANAGEMENT AND GENERAL EXPENSES 22,939. FUNDRAISING EXPENSES 163,291. TOTAL EXPENSES 1,607,617. |
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