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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,549,964 | 1,377,455 | 648,303 | 3,676,276 | 2,344,384 | 10,596,382 |
| 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 | 2,549,964 | 1,377,455 | 648,303 | 3,676,276 | 2,344,384 | 10,596,382 |
| 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) .. | 3,624,151 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 6,972,231 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,549,964 | 1,377,455 | 648,303 | 3,676,276 | 2,344,384 | 10,596,382 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 752,163 | 692,051 | 248,795 | 527,970 | 428,315 | 2,649,294 |
| 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.).. | 83,769 | 58,704 | 142,473 | |||
| 11 | Total support. Add lines 7 through 10 | 13,388,149 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, 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 2022. 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 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | REBATES - 2021 AMOUNT: $ 83,769. 2022 AMOUNT: $ 58,704. |
| 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 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 NEPHEW, JEB BUSH, JR., IS ALSO A VOLUNTEER MEMBER 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 III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | A NATIONAL PUBLIC CHARITY BASED IN WASHINGTON, D.C., THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY IS DEDICATED TO BUILDING A STRONGER, MORE EQUITABLE AMERICA THROUGH LITERACY. ESTABLISHED BY FIRST LADY BARBARA BUSH IN 1989, WE HAVE SUPPORTED EVIDENCE-BASED FAMILY LITERACY PROGRAMS IN ALL 50 STATES AND THE DISTRICT OF COLUMBIA. SINCE THE PASSING OF OUR FOUNDER IN 2018, WE HAVE FULLY TRANSITIONED FROM A GRANTMAKER TO AN IMPLEMENTING ORGANIZATION, WITH OUR EFFORTS LASER-FOCUSED ON EXECUTION OF OUR STRATEGY TO SOLVE WHAT OUR FOUNDER CALLED "THE GREAT SOLVABLE PROBLEM OF OUR TIME." WE ARE THE NATION'S LEADING ADVOCATE IN BREAKING THE MULTIGENERATIONAL CYCLE OF LOW LITERACY AND IMPROVING THE QUALITY OF LIFE FOR FAMILIES. RECOGNIZING THAT THIS MULTIGENERATIONAL ISSUE HAS BEEN HISTORICALLY UNDER-RESOURCED AND UNDER-RESEARCHED, THE FOUNDATION BELIEVES THAT INVESTING IN ADULT AND FAMILY LITERACY WILL POSITIVELY IMPACT ECONOMIC, HEALTH, AND SOCIAL OUTCOMES, TRANSFORMING FAMILIES, HISTORICALLY MARGINALIZED COMMUNITIES, AND OUR NATION AS A WHOLE. 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. RESEARCH CONTINUES TO PROVE THAT SHE WAS RIGHT, LINKING LITERACY TO SOME OF THE MOST PRESSING ISSUES OF OUR TIME. TODAY, 130 MILLION AMERICANS54% OF ADULTS BETWEEN THE AGES OF 16 AND 74 YEARS OLDLACK PROFICIENCY IN LITERACY. LOW LITERACY LIES AT THE CORE OF MULTIGENERATIONAL CYCLES OF POVERTY, POOR HEALTH, AND LOW EDUCATIONAL ATTAINMENT, PREVENTING MILLIONS OF ADULTS FROM FULLY ENGAGING IN SOCIETY AS PARENTS, WORKERS, AND COMMUNITY MEMBERS. NATIONWIDE, LOW-LITERATE ADULTS STRUGGLE TO EARN FAMILY-SUSTAINING WAGES, MANAGE THEIR FAMILY'S HEALTH, AND PARTICIPATE IN THE DEMOCRATIC PROCESS SIMPLY BECAUSE THEY LACK THE ABILITY TO READ, WRITE, AND COMPREHEND. ADULT LITERACY IS AN INTERSECTIONAL ISSUE THAT IS LINKED TO HIGHER EARNINGS IN THE LABOR MARKET, BETTER HEALTH, AND HIGHER LEVELS OF CIVIC ENGAGEMENT. ACCORDING TO A GALLUP STUDY COMMISSIONED BY THE BARBARA BUSH FOUNDATION, THE U.S. COULD BE LOSING $2.2 TRILLIONOR 10% OF GDPANNUALLY DUE TO LOW ADULT LITERACY RATES. INVESTING IN ADULT LITERACY IS ABSOLUTELY CRITICAL TO DISRUPT THE MULTIGENERATIONAL CYCLES OF POVERTY AND ITS IMPACTS. ADULT LITERACY IS CRUCIAL TO IMPROVING LIVES, FAMILIES, AND COMMUNITIES, WHILE STRENGTHENING OUR NATIONNOW AND FOR GENERATIONS TO COMETO BUILD A STRONGER AND MORE EQUITABLE AMERICA. RESEARCH ALSO CONFIRMS BARBARA BUSH'S BELIEF THAT A HOLISTIC, FAMILY LITERACY-FOCUSED APPROACHWHICH ADDRESSES THE LITERACY NEEDS OF PARENTS/CAREGIVERS AS WELL AS CHILDRENIS NEEDED TO SOLVE THIS CHALLENGE. TO THAT END, OUR STRATEGY IS LARGELY FOCUSED ON BUILDING LITERACY SKILLS AMONG PARENTS AND CAREGIVERS, REACHING THIS POPULATION THROUGH TARGETED ADULT LITERACY RESOURCES, AS WELL AS THROUGH PARENT ENGAGEMENT COMPONENTS EMBEDDED IN OUR READING MENTORSHIP PROGRAMS. WE LEVERAGE OUR NATIONAL PLATFORM TO MOBILIZE THE FIELD AND PUBLIC TO CREATE LITERACY IMPACT FOR ADULT LEARNERSESPECIALLY IN UNDER-RESOURCED COMMUNITIES AND COMMUNITIES OF COLORWORKING AT THE GRASS TOPS IN SERVICE OF GRASSROOTS ORGANIZATIONS AND LEADING THE FIELD BY FOCUSING ON OUR UNIQUE ROLE: CONVENE KEY ADULT LITERACY STAKEHOLDERS TO COLLABORATE RADICALLY FOR SYSTEMS CHANGE CATALYZE INNOVATIVE LITERACY SOLUTIONS TO BUILD CAPACITY TO REACH MORE LEARNERS EDUCATE THE GENERAL PUBLIC TO BUILD AWARENESS AROUND THIS SILENT EQUITY CRISIS AND CREATE SOLUTIONS TOGETHER THROUGH THESE EFFORTS, WE ENVISION THAT ONE MILLION ADULTS WILL ACHIEVE PROFICIENCY IN LITERACY IN THE NEXT FIVE YEARS, SPURRING POSITIVE ECONOMIC, HEALTH, AND SOCIAL OUTCOMES IN THE U.S. OUR WORK TO CONVENE, CATALYZE, AND EDUCATE IS LISTED IN OUR PROGRAM SERVICE ACCOMPLISHMENTS. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: | CONVENE WE LEVERAGE THOUGHT LEADERSHIP EFFORTS, DEVELOP DIVERSE PARTNERSHIPS, AND SCALE BEST PRACTICES AND RESOURCES FOR COLLECTIVE NATIONAL IMPACT. NATIONAL ACTION PLAN FOR ADULT LITERACY AND ALL IN IN 2019, THE BARBARA BUSH FOUNDATION CONCEIVED AND CONVENED THE FIRST-EVER NATIONAL ACTION PLAN FOR ADULT LITERACY. THIS PLAN WAS DEVELOPED IN COLLABORATION WITH MORE THAN 100 EXPERT STAKEHOLDERS INCLUDING REPRESENTATIVES FROM CORPORATIONS AND FOUNDATIONS; COMMUNITY ORGANIZATIONS AND ASSOCIATIONS; FEDERAL, STATE, AND LOCAL GOVERNMENTS; ACADEMIC EXPERTS; AND EDTECH LEADERS. THIS MULTISECTOR, MULTIYEAR INITIATIVE AIMS TO TRANSFORM ADULT AND FAMILY LITERACY FOR MILLIONS OF AMERICANS BY DRIVING INCLUSIVE, COLLECTIVE ACTION TO ADDRESS SYSTEMIC CHALLENGES OVER THE NEXT FIVE YEARS. AFTER OFFICIALLY LAUNCHING IMPLEMENTATION ALONGSIDE DR. JILL BIDEN, FIRST LADY OF THE UNITED STATES, THE BARBARA BUSH FOUNDATION FOUNDED A NEW COLLECTIVE IMPACT INITIATIVETHE ADULT LITERACY AND LEARNING IMPACT NETWORK (ALL IN WWW.ALLINLITERACY.ORG)THAT IS CHARGED WITH CARRYING OUT THE PLAN AND ITS RECOMMENDATIONS. ALL IN IS HOUSED AT THE BARBARA BUSH FOUNDATION, UNDER THE LEADERSHIP OF A NEWLY HIRED DIRECTOR, THANKS TO THE GENEROUS SUPPORT OF THE DOLLAR GENERAL LITERACY FOUNDATION. ALL IN IS COMPRISED OF NATIONAL LITERACY ORGANIZATIONS, WITH A COORDINATING COUNCIL SERVING AS ITS GOVERNING BODY. COORDINATING COUNCIL MEMBERS ORGANIZATIONS ARE: AMERICAN LIBRARY ASSOCIATION, BARBARA BUSH FOUNDATION FOR FAMILY LITERACY, COALITION ON ADULT BASIC EDUCATION, CURE NATIONAL, DOLLAR GENERAL LITERACY FOUNDATION, HOUSTON MAYOR'S OFFICE FOR ADULT LITERACY, JOBS FOR THE FUTURE, NATIONAL ASSOCIATION OF STATE DIRECTORS OF ADULT EDUCATION, NATIONAL CENTER FOR FAMILIES LEARNING, NATIONAL COALITION FOR LITERACY, PROLITERACY, TESOL INTERNATIONAL ASSOCIATION, VALUE USA, AND WORLD EDUCATION, INC. TOGETHER, ALL IN'S MEMBERS ARE WORKING TO REALIZE A SHARED VISION OF AN AMERICA IN WHICH EVERY ADULT CAN EASILY ACCESS HIGH-QUALITY, EFFECTIVE SUPPORT TO IMPROVE THEIR READING, WRITING, DIGITAL, AND NUMERACY SKILLS REGARDLESS OF WHO OR WHERE THEY ARE. SINCE LAUNCH ALL IN, THE BARBARA BUSH FOUNDATION HAS HELD AND LED TWO CONVENINGS FOR COORDINATING COUNCIL MEMBERS AND NATIONAL ACTION PLAN STAKEHOLDERS. A WORKSHOP HELD IN NASHVILLE, TENNESSEE, FOCUSED ON CATALYZING INVESTMENT AND ENGAGEMENT BY THE CORPORATE SECTOR IN SOLVING AMERICA'S LITERACY CRISIS. THANKS TO A PARTNERSHIP BETWEEN THE BARBARA BUSH FOUNDATION AND THE ANNENBERG FOUNDATION TRUST AT SUNNYLANDS, A SUMMIT ON ADULT LITERACY BROUGHT TOGETHER A DIVERSE SET OF PARTNERS FROM THE PUBLIC, PRIVATE, AND PHILANTHROPIC SECTORS FOR AN INTENSIVE RETREAT AT THE HISTORIC SUNNYLANDS ESTATE DESIGNED TO GALVANIZE COLLECTIVE, SYSTEMIC CHANGE. ATTENDEES IDENTIFIED THE FOLLOWING PRIORITIES FOR IMMEDIATE ACTION: RAISING AWARENESS ABOUT ADULT LITERACY NEEDS, IMPROVING TECHNOLOGY-ENABLED RESEARCH AND DEVELOPMENT, AND EXPANDING ACCESS TO HIGH QUALITY PROGRAMS AND SERVICES. WORKING IN CONCERT WITH THE BARBARA BUSH FOUNDATION, THIS NEWLY FOUNDED ENTITY IS CURRENTLY FOCUSED ON THE FOLLOWING INITIATIVES: NATIONAL AWARENESS CAMPAIGN ABOUT THE INDIVIDUAL AND COLLECTIVE BENEFITS OF INVESTING IN ADULT LITERACY RELEASE OF A WHITE PAPER TO EXPLORE MULTIPLE LITERACY SKILLS LAUNCH OF THE FIRST U.S. SENATE CAUCUS ON ADULT LITERACY SMALL GRANTS PROGRAM TO PROMOTE INNOVATIVE RESEARCH AND DEVELOPMENT IN ADULT LITERACY LONGITUDINAL ANALYSIS TO IMPROVE UNDERSTANDING OF ADULT LITERACY IMPACT IN COLLABORATION WITH KEY PARTNERS IN NONPROFIT, GOVERNMENT, AND CORPORATE SECTORS QUANTITATIVE AND QUALITATIVE RESEARCH TO MEASURE THE POTENTIAL ECONOMIC IMPACT OF ADULT LITERACY INVESTMENT IN A DESIGNATED REGION OF THE U.S. CORPORATE ADVISORY COUNCIL IN 2022, THE FOUNDATION RELAUNCHED ITS CORPORATE ADVISORY COUNCIL (ORIGINALLY ESTABLISHED BY FIRST LADY BARBARA BUSH MORE THAN 30 YEARS AGO), WITH NEW MEMBERS REPRESENTING THE FINANCE, ENERGY, HEALTH, RETAIL, AND TELECOMMUNICATIONS SECTORS. THE CORPORATE ADVISORY COUNCIL CONVENES CORPORATE LEADERS FROM ACROSS THE U.S., LEVERAGING THEIR BUSINESS EXPERTISE AND NETWORKS TO EXPAND CORPORATE ENGAGEMENT IN LITERACY ISSUES AND SERVE AS KEY ADVISORS. MEMBER ORGANIZATIONS CURRENTLY INCLUDE AT&T, BESSEMER TRUST, BOEING, BUSINESS ROUNDTABLE, COLGATE-PALMOLIVE, CONOCOPHILLIPS, DOLLAR GENERAL, HUMANA, INTEL, NOVARTIS, VERTICAL BRIDGE, AND WALGREENS. IN 2022, COUNCIL MEMBERS PROVIDED CRITICAL INSIGHTS TO SHAPE THE IMPLEMENTATION OF THE NATIONAL ACTION PLAN BY PARTICIPATING IN ALL IN'S CORPORATE WORKSHOP IN NASHVILLE AND THE SUMMIT ON ADULT LITERACY AT SUNNYLANDS, AND ENGAGED WITH THE FOUNDATION IN KEY PROGRAMMATIC PARTNERSHIPS AND ACTIVATIONS. OVER THE PAST YEAR, THE BARBARA BUSH FOUNDATION CO-DESIGNED PROGRAMS AND ACTIVATIONS WITH THREE MEMBER ORGANIZATIONSBESSEMER TRUST, COLGATE-PALMOLIVE, AND INTELTO SERVE OUR TARGET POPULATION. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | CATALYZE: ROBERT AND DOROTHY KING TECHNOLOGY INNOVATION FUND WHILE WONDERFUL WORK IS BEING DONE THROUGH IN-PERSON LITERACY PROGRAMS AROUND THE COUNTRY, A SUBSTANTIAL PORTION OF OUR NATION'S LOW-LITERATE ADULTS ARE UNABLE TO PARTICIPATE IN TRADITIONAL, BRICK AND MORTAR PROGRAMS. THROUGH OUR ROBERT AND DOROTHY KING TECHNOLOGY INNOVATION FUND, WE WORK TO BUILD CAPACITY FOR ADULT LEARNERS, BUILDING, DEVELOPING, INCUBATING, AND SCALING TECHNOLOGY-BASED LITERACY SOLUTIONS THAT SHOW THE PROMISE OF DELIVERING IMPACT FOR LEARNERS. IN 2022, WE WORKED CLOSELY WITH OUR TECHNOLOGY ADVISORY COUNCIL (SEE DETAILS BELOW) TO CLARIFY THE FOUNDATION'S ROLE AND DEVELOP A MORE INTENTIONAL AND SYSTEMATIC INVESTMENT PROCESS THAT SPANS FROM SOLUTION IDENTIFICATION TO INVESTMENT AND REPORTING. TO THIS END, OUR TECHNOLOGY PORTFOLIO IS FOCUSED ON THE FOLLOWING OUTCOMES: ACCESS REMOVING BARRIERS TO LITERACY EDUCATION ACHIEVEMENT IMPROVING LITERACY SKILLS ANALYSIS SHARING WHAT WORKS AND WHAT DOESN'T TO IMPROVE FUTURE PROJECTS CURRENT INVESTMENTS IN OUR TECHNOLOGY PORTFOLIO INCLUDE THE FOLLOWING. MIXED REALITY IRB STUDY: THE MICROSOFT HOLOLENS HEADSET DEVICE IS A SELF-CONTAINED COMPUTER WITH WI-FI CONNECTIVITY THAT PROJECTS INTERACTIVE HOLOGRAMS (MIXED-REALITY TECHNOLOGY) INTO THE USERS' FIELD OF VIEW. THE FOUNDATION IS EXPLORING THE POTENTIAL USE OF THE DEVICE, IN CONCERT WITH SPHEREGEN'S VEYEZERTM GRAPH EYE TRACKING TECHNOLOGY, AS AN ASSESSMENT TOOL TO HELP EDUCATORS AND PROVIDERS IN A VARIETY OF SETTINGS IDENTIFY LITERACY ISSUES AND CRAFT PERSONALIZED, EFFECTIVE LEARNING PLANS TO IMPROVE LEARNER OUTCOMES. IN 2022, WE PARTNERED WITH LOCAL LITERACY PROVIDERS FOR AN INITIAL PILOT TEST IN CHARLESTON, SOUTH CAROLINA. OUR DOLLAR GENERAL BARBARA BUSH FELLOW, DR. STEPHANIE MOORE, IS CURRENTLY COLLECTING DATA AT FOUR ADULT LEARNING SITES IN NEW MEXICO TO TEST THE EFFECTIVENESS OF THE DEVICE ON READING ASSESSMENTS. ENIGMA: THIS ENGAGING, GAME-BASED APP WAS DEVELOPED BY SOUTHERN METHODIST UNIVERSITY IN PARTNERSHIP WITH THE BARBARA BUSH FOUNDATION AND THE DOLLAR GENERAL LITERACY FOUNDATION. IN 2022, THE GAME WAS ENHANCED TO SERVE A BROADER RANGE OF LEARNERS, AND WAS PILOTED AT THREE SITES IN TEXAS AND WASHINGTON, D.C. THE BARBARA BUSH FOUNDATION CONTINUES TO PROVIDE TECHNICAL ASSISTANCE AS THE GAME IS FURTHER REFINED, AND AS ACCOMPANYING INSTRUCTIONAL MATERIALS ARE DEVELOPED TO SUPPORT THE APP. ENIGMA IS CURRENTLY AVAILABLE ON BOTH IOS AND ANDROID OPERATING SYSTEMS. THROUGH OUR ONGOING WORK WITH ENIGMA, WE CONTINUE TO LEVERAGE OUR INVESTMENT IN THE BARBARA BUSH ADULT LITERACY XPRIZE. CELL-ED: CELL-ED'S LITERACY PROGRAM IS DELIVERED IN SHORT, THREE-MINUTE INCREMENTS, WORKS ON ANY DEVICE, AND DOES NOT EVEN REQUIRE A SMARTPHONEEXPANDING REACH TO AN ENTIRE SUBSET OF ADULT LEARNERS WHO ARE OFTEN LEFT BEHIND. WE CONTINUE TO SUPPORT THE IMPLEMENTATION OF CELL-ED THROUGH "PAY AS YOU GO" PARTICIPATION ACROSS THE U.S. AND VIA OUR MENTORING PROGRAMS. ALSO, THROUGH A PARTNERSHIP WITH COMMUNITY IN SCHOOLS NOVA (VIRGINIA), THE APPLICATION IS BEING USED AS A PART OF ADULT AND FAMILY LITERACY PROGRAMMING, INCLUDING PROVIDING PARENT ENGAGEMENT BY USING THE BBF/CELL-ED CO-DESIGNED COURSE, "BUILDING FUTURE READERS." THROUGH OUR ONGOING WORK WITH CELL-ED, WE CONTINUE TO LEVERAGE OUR INVESTMENT IN THE BARBARA BUSH ADULT LITERACY XPRIZE. TECHNOLOGY ADVISORY COUNCIL WE CONTINUE TO LEVERAGE THE EXPERTISE OF OUR TECHNOLOGY ADVISORY COUNCIL, A DIVERSE GROUP OF INNOVATORS THAT INCLUDES SILICON VALLEY LEADERS, VENTURE CAPITALISTS, INDUSTRY TRAILBLAZERS, AND SOME OF THE NATION'S TOP PHILANTHROPIES AND NONPROFITS, IN SUPPORT OF THE AFOREMENTIONED TECHNOLOGY FUND. THE COUNCIL: PROVIDES SUPPORT AND COUNSEL ON STRATEGIC INVESTMENTS IN TECHNOLOGY AND DIGITAL TOOLS TO SERVE ADULT LEARNERS FOCUSES ON BALANCING ACCESS AND ACHIEVEMENT GOALS, SEEKING SOLUTIONS THAT LOWER BARRIERS TO ENTRY, AND TOOLS THAT OPTIMIZE FOR EFFECTIVE, EVIDENCE-BASED LEARNING METHODS PROVIDES CRITICAL INPUT THAT WILL HELP SHAPE THE TRAJECTORY OF NOT JUST OUR WORK, BUT THE ENTIRE LITERACY FIELD IN THE YEARS TO COME COUNCIL MEMBERS ARE: CHRISTOPHER FRANGIONE, MANAGING DIRECTOR, FRANGIONE + ASSOCIATES INNOVATION ADVISORS; ORION FRENCH, STUDIO CONTENT AND STRATEGY, APPLE; NIA KING-RUBIE, MANAGING PARTNER, IMMERSIVE STRATEGIES; KRISTEN LAWSON, CHIEF OF STAFF, CARELON DIGITAL PLATFORMS; SHANNON LUCAS, CO-FOUNDER AND CO-CEO, CATALYST CONSTELLATIONS; ERIN MOTE, EXECUTIVE DIRECTOR, INNOVATE EDU; RACHEL MUSHAHWAR, MANAGING DIRECTOR/GENERAL MANAGER AMERICAS CHANNEL AND PARTNER CHIEF, AMAZON WEB SERVICES; SHELLEY PETERSON, DIRECTOR PRINCIPAL PROGRAM MANAGER, MICROSOFT; KIRBY SALERNO, FOUNDING PARTNER, BROAD REACH EDTECH; AND ANDREW SUGERMAN, PRESIDENT, CENTR. CHUCK DAGES, EXECUTIVE VICE PRESIDENT OF EMERGING TECHNOLOGY, WARNER BROS. (RETIRED), SERVES AS CHAIR OF THE TECHNOLOGY ADVISORY COUNCIL. READING MENTORSHIP PROGRAMS WE SUPPORT FOUNDATIONAL LITERACY SKILLS IN YOUNG READERS IN GRADES 1-3 THROUGH MENTORSHIP PROGRAMSA RESEARCH-PROVEN STRATEGYTHAT ARE GROUNDED IN THE SCIENCE OF READING TO MAXIMIZE GROWTH. WE CURRENTLY OFFER READSQUAD, A SCHOOL-BASED PROGRAM THAT RUNS OVER THE COURSE OF AN ACADEMIC YEAR, AND BOOK EXPLORERS, A 12-SESSION PROGRAM THAT CAN BE USED IN A VARIETY OF SETTINGS. WE ARE ACTIVELY WORKING TO SCALE BOTH PROGRAMS NATIONWIDE. READSQUAD READSQUAD (FORMERLY TEEN TRENDSETTERS) IS AMONG THE BARBARA BUSH FOUNDATION'S LONGEST-RUNNING PROGRAMS. THE PROGRAM PAIRS TEEN MENTORS WITH ELEMENTARY SCHOOLERS WHO ARE READING FOUR MONTHS OR MORE BELOW GRADE LEVEL, USING EVIDENCE-BASED STRATEGIES AND ACTIVITIES TO BUILD LITERACY SKILLS AND CONFIDENCE. THE PROGRAM MARKED ITS 20TH ANNIVERSARY IN 2022. OVER THE PAST TWO DECADES, THE PROGRAM 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. IN RECENT YEARS, WE HAVE ENHANCED THE PROGRAM TO SERVE ENTIRE FAMILIES, INCORPORATING RESOURCES AND NEW TECHNOLOGY THAT EQUIP PARENTS TO FULFILL THEIR ESSENTIAL ROLE ASIN THE WORDS OF BARBARA BUSHTHEIR CHILD'S "FIRST AND BEST TEACHER." THIS APPROACH REPRESENTS SIGNIFICANT GROWTH AND EXPANDED IMPACT FOR THIS 20-YEAR-OLD PROGRAM. 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. 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. READSQUAD CONTINUES TO ACHIEVE IMPRESSIVE RESULTS: OVERALL, MENTEES ACHIEVE AN AVERAGE GAIN OF 1.3 GRADE LEVELS OVER THE SEVEN-MONTH PROGRAM. IN 2022, A CONTROL STUDY ON THE PROGRAM SHOWED THAT MENTEES ACHIEVED NEARLY THREE TIMES THE GROWTH IN READING SKILLS ACHIEVED BY SIMILAR STUDENTS IN THE SAME SCHOOLS WHO DID NOT PARTICIPATE IN READSQUAD. THESE INCREASES IN SKILLS ARE ESPECIALLY SUBSTANTIAL GIVEN THAT MENTEES BEGIN THE PROGRAM READING WELL BELOW GRADE LEVEL. TEEN MENTORS BENEFIT AS WELL, REPORTING IMPROVED SELF-ESTEEM AND CONFIDENCE, AS WELL AS IMPROVED READING SKILLS AND GRADES. THE PROGRAM WAS RECOGNIZED WITH A SUCCESSFUL PRACTICES AWARD BY THE LIBRARY OF CONGRESS' 2021 LITERACY AWARDS. DURING THE 2021-2022 SCHOOL YEAR, THE BARBARA BUSH FOUNDATION OPERATED READSQUAD PROGRAMS IN FLORIDA, MAINE, MARYLAND, AND TEXAS. IN 2022, THE PROGRAM EXPANDED INTO TWO NEW STATES: CONNECTICUT AND OKLAHOMA. WE CURRENTLY SUPPORT READSQUAD PROGRAMS IN CONNECTICUT, FLORIDA, MAINE, OKLAHOMA, AND TEXAS. NOTABLY, RESULTS FROM THE MID-YEAR EVALUATION OF PROGRAMS IN FLORIDA SUGGESTED THAT NEARLY THREE-QUARTERS OF FLORIDA MENTEES BEGAN AT LEAST ONE YEAR BELOW GRADE LEVEL, AND 38.3% BEGAN TWO OR MORE YEARS BELOW GRADE LEVEL. THIS REFLECTED A MORE AT-RISK, LOWER PERFORMING GROUP OF MENTEES THAN HAS BEEN SEEN IN MOST PREVIOUS YEARS ALIGNING WITH OUR REFINED FOCUS ON SERVING MARGINALIZED POPULATIONS. WE LOOK FORWARD TO EXPANDING READSQUAD'S REACH TO SERVE EVEN MORE LEARNERS AND FAMILIES IN THE YEARS AHEAD. |
| FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: | CATALYZE (CONTINUED): BOOK EXPLORERS BUILDING ON THE SUCCESS OF READSQUAD, THE FOUNDATION HAS LAUNCHED A NEW READING MENTORSHIP PROGRAMBOOK EXPLORERSWHICH IS AIMED TO HELP TARGET "SUMMER SLIDE OR COVID-19-RELATED LEARNING GAPS BY ALLOWING STUDENTS TO KEEP PROGRESSING YEAR-ROUND. THE PROGRAM PAIRS STUDENTS IN GRADES 1-3 WITH A READING MENTOR, USING TARGETED STRATEGIES AND ACTIVITIES TO BUILD LITERACY SKILLS AND CONFIDENCE. ALL PROGRAM MATERIALS ARE DIGITAL AND AVAILABLE ONLINE, INCLUDING A SERIES OF ENGAGING, AGE-APPROPRIATE FICTION AND NON-FICTION BOOKS, AS WELL AS ACCOMPANYING GUIDES FOR PARENTS/CAREGIVERS AND MENTORS. LEARNING TEAMS HAVE THE FLEXIBILITY TO MEET VIRTUALLY OR IN-PERSON. BOOK EXPLORERS CAN BE USED IN CONJUNCTION WITH THE READSQUAD PROGRAM TO EXTEND LEARNING YEAR-ROUND. THE PROGRAM IS DESIGNED FOR FLEXIBLE IMPLEMENTATION, SUITABLE FOR USE IN A VARIETY OF SETTINGS SUCH AS LIBRARIES, COMMUNITY CENTERS, OR AFTERSCHOOL/OUT-OF-SCHOOL PROGRAMS. IT ALSO OFFERS VOLUNTEER OPPORTUNITIES FOR BOTH TEENS AND ADULTSINCLUDING CORPORATE VOLUNTEERSTO SERVE AS MENTORS. AFTER AN INITIAL PILOT IN FLORIDA, MAINE, AND TEXAS IN 2021, THE FOUNDATION OFFICIALLY LAUNCHED BOOK EXPLORERS NATIONWIDE IN 2022, AND THE PROGRAM HAS GROWN THREEFOLD YEAR OVER YEAR. WE CURRENTLY SUPPORT BOOK EXPLORERS PROGRAMS IN FLORIDA, OKLAHOMA, AND CONNECTICUT. PROGRAM PARTNERS INCLUDE MUNICIPAL AFTERCARE AT PARKS AND RECREATIONS, COMMUNITY BASED ORGANIZATIONS SUPPORTING AFTERCARE SERVICES FOR STUDENTS, AND SCHOOL BASED MODELS BOTH DURING THE ACADEMIC DAY AND IN AFTERCARE SETTINGS. THIS PROGRAM YEAR'S IMPLEMENTATION MODELS TAKE ADVANTAGE OF THE RANGE OF FLEXIBILITY THE BOOK EXPLORERS PROGRAM OFFERS, WITH MODELS INCLUDING SMALL GROUP MENTORING, ONE-TO-ONE MENTORING, AND SMALL GROUP INSTRUCTION LED BY EDUCATION PROFESSIONALS. WE LOOK FORWARD TO THE CONTINUED GROWTH OF THIS NEW PROGRAM, AND ULTIMATELY AIM TO IMPLEMENT IT IN ALL 50 STATES. ADULT AND FAMILY LITERACY RESOURCES AS A LEADER IN THE ADULT LITERACY FIELD IN SERVICE OF GRASSROOTS ORGANIZATIONS, WE WORK TO EQUIP LOCAL LITERACY ORGANIZATIONS WITH RESOURCES, PROGRAMS, AND MATERIALS THAT HELP THEM ACHIEVE OPTIMAL IMPACT IN THEIR COMMUNITY. WHILE LITERACY RESOURCES ARE PLENTIFUL, MANY ARE OUTDATED OR NOT BUILT UPON CURRENT LEARNING PRACTICES AND EVIDENCE-BASED STRATEGIES. WE ARE COMMITTED TO COLLABORATING WITH PARTNERS TO ADDRESS NEEDS IN THE ADULT LITERACY FIELD, RATHER THAN DUPLICATE OR REPLICATE EXISTING RESOURCES. WE VET, ENDORSE, AND PROMOTE HIGH QUALITY ADULT LITERACY RESOURCES WHERE THEY EXIST, OR PARTNER WITH OTHER ORGANIZATIONS TO CREATE AND COMBINE NEW QUALITY RESOURCES AND PROGRAMS WHERE THERE ARE GAPS. WE DISTRIBUTE THESE RESOURCES AND PROGRAMS NATIONALLY TO GRASSROOTS ORGANIZATIONS AND PROVIDE TRAINING AND SUPPORT TO ENSURE THAT THEY DELIVER THE DESIRED IMPACT. DIGITAL LITERACY RESOURCES IN ADDITION TO FOUNDATIONAL LITERACY SKILLS, DIGITAL LITERACYTHE SKILLS NEEDED TO LIVE, LEARN, AND WORK IN TODAY'S INCREASINGLY TECHNOLOGY-DRIVEN SOCIETYARE CRITICALLY IMPORTANT. AS JOBS BECOME MORE AUTOMATED AND REQUIRE GREATER TECHNOLOGICAL SKILLS, IT IS ESSENTIAL THAT WORKERS HAVE THE BASIC SKILLS AND FOUNDATIONAL KNOWLEDGE NEEDED TO TACKLE ANY NEW TECHNOLOGY. DIGITAL SKILLS ARE ALSO INCREASINGLY NECESSARY TO COMPLETE EVERYDAY TASKS SUCH AS NAVIGATING A TELEHEALTH VISIT, FINDING AND APPLYING FOR JOBS, OR HELPING CHILDREN WITH REMOTE LEARNING. YET, THE DIGITAL LITERACY GAP IS A GROWING EQUITY ISSUE. TO BRIDGE THIS GAP THE BARBARA BUSH FOUNDATION PARTNERED WITH DIGITAL PROMISE TO DEVELOP A NEW RESOURCE GUIDE, "PROMOTING DIGITAL LITERACY FOR ADULT LEARNERS, AND AN ACCOMPANYING SUITE OF TRAINING MATERIALS TO SUPPORT EDUCATORS, TUTORS, AND MENTORS WHO ARE WORKING WITH ADULT LEARNERS ON BUILDING DIGITAL LITERACY SKILLS. THE GUIDE, WHICH WAS PEER REVIEWED BY ADULT LITERACY EXPERTS AND CORPORATE PARTNERS, IS GROUNDED IN ADULT LEARNING THEORY AND INCLUDES PRACTICAL APPROACHES FOR WORKING WITH ADULT LEARNERS. WE ARE CURRENTLY WORKING WITH ADULT LITERACY PROVIDERS, COMMUNITY ORGANIZATIONS, AND CORPORATE PARTNERS TO PROVIDE SUPPORT AND TRAIN-THE-TRAINER MATERIALS TO OPTIMIZE USE OF THE GUIDE. AS PART OF A USABILITY STUDY, WE ARE PROVIDING TECHNICAL ASSISTANCE AND RESOURCES TO IMPROVE THE QUALITY, EFFECTIVENESS, AND COMPREHENSION OF DIGITAL SKILLS TRAINING. WE HAVE ENGAGED WITH PROGRAMS AND STATES TO DELIVER TRAINING AND TECHNICAL SUPPORT TO THOSE WORKING DIRECTLY WITH ADULT LEARNERS. IN 2022, THE FOUNDATION CONDUCTED TRAINING ON USE OF THE GUIDE AND ACCOMPANYING RESOURCES AT SITES IN KENTUCKY, MICHIGAN, NEW MEXICO, NEW YORK, SOUTH CAROLINA, AND WASHINGTON, D.C. WE LOOK FORWARD TO TRAINING ADDITIONAL SITES TO EXPAND AND OPTIMIZE USE OF THIS RESOURCE WITH LEARNERS NATIONWIDE. READLIFE BOOKSHELF IN 2022, THE BARBARA BUSH FOUNDATION PARTNERED WITH WORLDREADER TO RELEASE READLIFE BOOKSHELF, A NEW MULTIGENERATIONAL READING COLLECTION FOR ADULTS, CHILDREN, FAMILIES, AND EDUCATORS. READLIFE BOOKSHELF AIMS TO PROMOTE LITERACY SKILL DEVELOPMENT IN ADULT LEARNERS, CHILDREN AND FAMILIES, USING ONLINE RESOURCES TO BROADEN REACH AND ACCESS. READLIFE BOOKSHELF OFFERS: A CURATED COLLECTION OF DIGITAL BOOKS FOR ADULTS AND CHILDREN, INCLUDING TITLES TAILORED TO THE READING LEVELS AND INTERESTS OF ADULT LEARNERS GUIDED ACTIVITIES TO ENCOURAGE ADULT LEARNERS AND THEIR FAMILIES TO DEEPEN AND ENHANCE THE LEARNING EXPERIENCE RESOURCE GUIDES TO HELP INSTRUCTORS PROMOTE LITERACY SKILL DEVELOPMENT BILINGUAL (ENGLISH AND SPANISH) BOOKS AND RESOURCES ANYTIME, ANYWHERE ACCESS TO ONLINE MATERIALS ACROSS ALL PLATFORMS (COMPUTERS, TABLETS AND SMARTPHONES) NEW BOOKS AND MATERIALS EACH MONTH, WITH TIMELY, SEASONAL THEMES THE READLIFE BOOKSHELF COLLECTION WILL GROW OVER THE NEXT THREE YEARS TO INCLUDE GUIDED ACTIVITIES, COMPELLING ADULT LEARNING-FOCUSED STORIES, AND OVER 200 CHILDREN'S BOOKS IN ENGLISH AND SPANISH. ALL RESOURCES ARE AVAILABLE FOR USE BY LEARNERS AND EDUCATORS AT NO COST. |
| FORM 990, PART III, LINE 4C , PROGRAM SERVICE ACCOMPLISHMENTS: | EDUCATE: EDUCATION AND THOUGHT LEADERSHIP IN OUR ROLE AS A THOUGHT LEADER, WE CONDUCT AND PARTICIPATE IN RESEARCH AND AWARENESS INITIATIVES TO FOSTER MULTISECTOR ENGAGEMENT IN LITERACY ISSUES. SOLVING OUR NATION'S SILENT LITERACY EQUITY CHALLENGE BEGINS WITH RAISING AWARENESS A KEY FOCUS OF OUR THOUGHT LEADERSHIP WORK. WE CONTINUE TO SHARE OUR MESSAGE WITH A VARIETY OF AUDIENCES, WITH NOTABLE APPEARANCES IN 2022 INCLUDING EVENTS HOSTED BY: SWSW EDU, LIBRARY OF CONGRESS, WALL STREET JOURNAL, INSTITUTE OF MUSEUM AND LIBRARY SERVICES, POLICY CIRCLE, FORTUNE, AND NATIONAL CENTER FOR FAMILIES LEARNING. ADDITIONALLY, WE CONTINUE TO HOST VIRTUAL AND IN-PERSON EDUCATION EVENTS, WITH OFFERINGS IN 2022 INCLUDING: A VIRTUAL CONVERSATION ON INCLUSIVITY IN CHILDREN'S LITERATURE WITH BESTSELLING AUTHORS BRAD MELTZER AND EVA CHEN; A VIRTUAL CONVERSATION WITH AUTHOR, INVESTOR, AND PHILANTHROPIST DAVID RUBENSTEIN AND FOUNDATION INVESTMENT COMMITTEE MEMBER CARRIE SCHWAB-POMERANTZ; AND AN IN-PERSON EVENT HOSTED BY CORPORATE ADVISORY COUNCIL MEMBER BESSEMER TRUST, WHICH FOCUSED ON THE ECONOMIC IMPACT OF LOW LITERACY. BARBARA BUSH FELLOWS PROGRAM 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. DR. STEPHANIE MOORE, ASSISTANT PROFESSOR FOR THE ORGANIZATION, INFORMATION, AND LEARNING SCIENCES PROGRAM AT THE UNIVERSITY OF NEW MEXICO, CURRENTLY SERVES AS THE DOLLAR GENERAL BARBARA BUSH FELLOW. DR. MOORE CONTINUES TO HELP PUSH FORWARD A RESEARCH AGENDA FOCUSED ON EDTECH IN ADULT LEARNERS, IDENTIFYING VARIATIONS IN STRATEGIES, COMPETENCIES, AND OTHER VARIABLES THAT ACCOUNT FOR EFFICACY AND INFORM RECOMMENDATIONS FOR PRACTICE TO HELP US DEEPEN OUR IMPACT. AWARDS AND RECOGNITIONS THE BARBARA BUSH FOUNDATION WAS HONORED WITH THE SOCIAL INNOVATION SUMMIT'S 2022 FUTURE OF WORK AWARD FOR ITS LEADERSHIP IN CONVENING THE NATIONAL ACTION PLAN FOR ADULT LITERACY. |
| FORM 990, PART VI, SECTION A, LINE 2 | 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 THE CHIEF EXECUTIVE OFFICER 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 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 COMPENSATION 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 VI, SECTION A, LINE 8 | THE EXECUTIVE COMMITTEE WHICH SHALL 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 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 1,488,622. MANAGEMENT AND GENERAL EXPENSES 14,622. FUNDRAISING EXPENSES 183,478. TOTAL EXPENSES 1,686,722. |
| REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION | TAXPAYER NAME: THE BARBARA BUSH FOUNDATION FOR FAMILY LITERACY INC TAXPAYER ADDRESS: 1307 NEW YORK AVENUE N.W. , WASHINGTON, DC 20005 TAXPAYER ID NUMBER: 26-0587238 YEAR-END: 12/31/2022 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. |
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