Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE NATIONAL ACADEMY OF EDUCATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIFTH STREET NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20001
A Employer identification number

77-0415802
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,963,995J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 14,270,752
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 66,575 66,575 66,575
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -6,125
b Gross sales price for all assets on line 6a 42,210
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
213,655 0 213,655
12 Total. Add lines 1 through 11........ 14,544,857 66,575 280,230
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 156,455 0 0 156,455
14 Other employee salaries and wages...... 520,613 0 0 509,021
15 Pension plans, employee benefits....... 160,877 0 0 150,087
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
86,173 0 0 85,753
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
79,084 5,859 5,859 77,600
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
54,837 0 0 54,837
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 39,159 0 0 38,619
21 Travel, conferences, and meetings....... 1,005,983 0 0 1,114,165
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
186,757 0 0 181,635
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,289,938 5,859 5,859 2,368,172
25 Contributions, gifts, grants paid....... 2,742,500 2,800,000
26 Total expenses and disbursements. Add lines 24 and 25 5,032,438 5,859 5,859 5,168,172
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,512,419
b Net investment income (if negative, enter -0-) 60,716
c Adjusted net income (if negative, enter -0-)... 274,371
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 463,022 1,280,215 1,280,215
3 Accounts receivable right arrow117,581
Less: allowance for doubtful accounts right arrow   72,573 117,581 117,581
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 4,345,560 13,866,081 13,866,081
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 17,220 121,758 121,758
10a Investments—U.S. and state government obligations (attach schedule) 353,951 Click to see attachment
List of Attached Documents:
// Content
1,843,349 		1,843,349
b Investments—corporate stock (attach schedule)....... 177,239 Click to see attachment
List of Attached Documents:
// Content
209,065 		209,065
c Investments—corporate bonds (attach schedule)....... 2,023,866 Click to see attachment
List of Attached Documents:
// Content
525,946 		525,946
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
992,405 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,445,836 17,963,995 17,963,995
Liabilities 17 Accounts payable and accrued expenses.......... 197,354 107,401
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,857,220 		Click to see attachment
List of Attached Documents:
// Content
1,808,455
23 Total liabilities (add lines 17 through 22)......... 2,054,574 1,915,856
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 677,297 806,301
25 Net assets with donor restrictions............ 5,713,965 15,241,838
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 6,391,262 16,048,139
30 Total liabilities and net assets/fund balances (see instructions). 8,445,836 17,963,995
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
6,391,262
2
Enter amount from Part I, line 27a .....................
2
9,512,419
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
144,458
4
Add lines 1, 2, and 3 ..........................
4
16,048,139
5
Decreases not included in line 2 (itemize) right arrow
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
16,048,139
Form 990-PF (2023)
Form 990-PF (2023)
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   2023-04-19 2023-12-31
b STOCKS, BONDS, MUTUAL FUNDS - LT   2022-06-30 2023-12-31
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 4,281   4,609 -328
b 37,929   43,726 -5,797
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       -328
b       -5,797
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -6,125
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -328
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 844
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 844
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- ..... 5 844
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,248
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,248
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 404
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow404 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.NAEDUCATION.ORG
14
The books are in care ofright arrowGREGORY WHITE Telephone no.right arrow (202) 334-2340

Located atright arrow500 FIFTH STREET NWWASHINGTONDC ZIP+4right arrow20001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
CAROL D LEE PRESIDENT
5.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
PAMELA GROSSMAN VICE PRESIDENT
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
JAMES SPILLANE SECRETARY/TREASURER
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
MEGAN BANG DIRECTOR
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
ALFREDO J ARTILES DIRECTOR
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
MEGAN FRANKE DIRECTOR
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
VIVIAN GADSDEN DIRECTOR
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
WILLIAM F TATE IV DIRECTOR
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
LOIS M WEIS DIRECTOR
1.00 		0 0 0
500 FIFTH ST NW
WASHINGTON,DC20001
GREGORY WHITE EXECUTIVE DIRECTOR
40.00 		129,358 27,097 0
500 FIFTH ST NW
WASHINGTON,DC20001
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
AMY BERMAN DEPUTY DIRECTOR
40.00 		95,278 27,206 0
500 FIFTH ST NW
WASHINGTON,DC20001
DIAN DONG PROGRAM OFFICER, RES
40.00 		92,177 22,581 0
500 FIFTH ST NW
WASHINGTON,DC20001
ABIGAIL BELL DIRECTOR, SPECIAL PR
40.00 		81,585 29,357 0
500 FIFTH ST NW
WASHINGTON,DC20001
TESS BONNETTE MANAGER, ADMINISTRAT
20.00 		70,484 23,867 0
500 FIFTH ST NW
WASHINGTON,DC20001
MARIA GAHAN DIRECTOR, PROFESSION
40.00 		54,918 14,176 0
500 FIFTH ST NW
WASHINGTON,DC20001
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 59,441
1500 WALNUT STREET SUITE 1200
PHILADELPHIA,PA19102
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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. 2,536,018
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. 1,708,857
3 CIVIC REASONING AND DISCOURSE IS AN INITIATIVE TO IMPROVE STUDENTS' LEARNING IN CIVIC REASONING, DEBATE, AND DISCOURSE BY ENSURING THAT THE PEDAGOGY, CURRICULUM, AND LEARNING ENVIRONMENTS THAT THEY EXPERIENCE ARE INFORMED BY THE BEST AVAILABLE EVIDENCE. THE PROJECT INCLUDES COMMISSIONED PAPERS, A SUMMARY REPORT, AND PRACTITIONER BRIEFS THAT PROVIDE A SYNTHESIS OF FINDINGS AS WELL AS ACTIONABLE GUIDANCE FOR POLICY MAKERS AND PRACTITIONERS. 74,790
4 THE EVALUATING AND IMPROVING TEACHER PREPARATION PROGRAM AIMS TO IDENTIFY BEST PRACTICES AMONG EXISTING MODELS OF EVALUATION TOOLS AND PROVIDE RECOMMENDATIONS FOR THE DEVELOPMENT OF NEW APPROACHES. UNDER THE DIRECTION OF AN INTERDISCIPLINARY STEERING COMMITTEE OF RESEARCHERS AND PRACTITIONERS IN TEACHER EDUCATION, THE PROJECT OUTCOMES WILL BE MADE APPLICABLE AND ACCESSIBLE TO DIFFERENT STAKEHOLDERS, INCLUDING STATE AND FEDERAL AGENCIES, TEACHER PREPARATION PROGRAMS, PRACTITIONERS, AND RESEARCHERS. THIS INITIATIVE WILL PRODUCE: (1) RE-PUBLICATION OF A PREVIOUS REPORT ON TEACHER EDUCATION AS AN EXPANDABLE WEBSITE; (2) A COMMISSIONED PAPER SERIES ON KEY ASPECTS OF TEACHER PREPARATION AND INSTRUCTIONAL QUALITY; AND (3) A PEER-REVIEWED CONSENSUS STUDY THAT IDENTIFIES BEST PRACTICES AND PROVIDES RECOMMENDATIONS FOR DEVELOPING NEW MODELS OF TEACHER PREPARATION EVALUATION AND IMPROVEMENT. 244,648
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
3,997,300
b
Average of monthly cash balances.......................
1b
1,573,467
c
Fair market value of all other assets (see instructions)................
1c
466,685
d
Total (add lines 1a, b, and c).........................
1d
6,037,452
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
6,037,452
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,562
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,946,890
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
297,345
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
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 XII, line 1 ...
7
 
Part XI
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
5,168,172
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
5,168,172
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, 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 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
1996-07-23
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
274,371 163,869 64,352 151,366 653,958
b 85% (0.85) of line 2a ......... 233,215 139,289 54,699 128,661 555,864
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		5,168,172 5,116,913 3,573,811 4,395,516 18,254,412
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 .... 		5,168,172 5,116,913 3,573,811 4,395,516 18,254,412
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 IX, line 6 for each year listed .. 		198,230 156,865 146,883 123,547 625,525
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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NATIONAL ACADEMY OF EDUCATION
500 FIFTH ST NW
WASHINGTON,DC20001
(202) 334-2341
bThe form in which applications should be submitted and information and materials they should include:
GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
cAny submission deadlines:
SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE NAED/SPENCER POSTDOCTORAL FELLOWSHIP PROGRAM SUPPORTS EARLY-CAREER SCHOLARS WORKING IN CRITICAL AREAS OF EDUCATIONAL SCHOLARSHIP. FELLOWS WILL RECEIVE $70,000 FOR ONE ACADEMIC YEAR OF RESEARCH, OR $35,000 FOR EACH OF TWO CONTIGUOUS YEARS, WORKING HALF TIME. APPLICANTS MUST HAVE HAD THEIR PHD, EDD, OR EQUIVALENT RESEARCH DOCTORATE DEGREE CONFERRED WITHIN 2-5 YEARS. THIS FELLOWSHIP IS NON-RESIDENTIAL, AND APPLICATIONS FROM ALL DISCIPLINES ARE ENCOURAGED.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NATIONAL ACADEMY OF EDUCATION
500 FIFTH ST NW
WASHINGTON,DC20001
(202) 334-2341
bThe form in which applications should be submitted and information and materials they should include:
GUIDELINES AND THE FELLOWSHIP APPLICATION FORM ARE AVAILABLE FOR DOWNLOAD FROM NAED'S WEBSITE (WWW.NAEDUCATION.ORG)
cAny submission deadlines:
SEE NAED'S WEBSITE FOR SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE NAED/SPENCER DISSERTATION FELLOWSHIP PROGRAM SUPPORTS DOCTORAL STUDENTS 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
HAUCK ELIZABETH


UW-MADISON RESEARCH AND SPONSORED
PROGRAMS 21 N PARK STREET SUITE 640
MADISON,WI537151218 		  I 2021 DISSERTATION 13,750
AHEARN CAITLIN


11811 VENICE BLVD APT 139
LOS ANGELES,CA90066 		  I 2022 DISSERTATION 13,750
ARENAS PACHECO CARLOS DIEGO


UNIVERSITY OF NOTRE DAME RESEARCH
SPONSORED PROGRAMS ACCOUNTING 836 G
NOTRE DAME,IN46556 		  I 2022 DISSERTATION 27,500
BECKER MARIANA


101 NEWBURG STREET
ROSLINDALE,MA02131 		  I 2022 DISSERTATION 13,750
BLUNT TAKERIA


GEORGIA TECH BURSARS OFFICE LYMAN
HALL SUITE 111 225 NORTH AVENUE
ATLANTA,GA30332 		  I 2022 DISSERTATION 13,750
BRIDGEFORTH JAMES


2133 1/2 PACIFIC AVENUE APT 4
LONG BEACH,CA90806 		  I 2022 DISSERTATION 13,750
CUARTAS RICAURTE JOSE ARMANDO


501 TALBOT AVE APT 1
DORCHESTER CENTER,MA02131 		  I 2022 DISSERTATION 13,750
GATES ZAYNAB


4030 W ASHLAND AV
VISALIA,CA93277 		  I 2022 DISSERTATION 27,500
GUERRERO-ROSADA PAOLA ANDREA


UNIVERSITY OF MICHIGAN 2500 STUDENT
ACTIVITIES BLDG 515 EAST JEFFERSON
ANN ARBOR,MI481091316 		  I 2022 DISSERTATION 13,750
HAMM-RODRIGUEZ MOLLY


UNIVERSITY OF COLORADO 249 UCB
SCHOOL OF EDUCATION
BOULDER,CO080390249 		  I 2022 DISSERTATION 13,750
HO JACQUELINE


CORNELL UNIVERSITY SPONSORED
FINANCIAL SERVICES PO BOX 22
ITHACA,NY148512820 		  I 2022 DISSERTATION 13,750
HOOK TYLER


UNIVERSITY OF WISCONSIN RESEARCH
AND SPONSORED PROGRAMS 21 N PARK ST
MADISON,WI537151218 		  I 2022 DISSERTATION 27,500
HOSSEINI ZAINAB


3684 ROXBURY LN
HAYWARD,CA94542 		  I 2022 DISSERTATION 13,750
KOEPP ANDREW


3467 LAKE AUSTIN BLVD APT C
AUSTIN,TX787035555 		  I 2022 DISSERTATION 13,750
KUPPERS SINJA


603 WATTS STREET APT 6
DURHAM,NC27701 		  I 2022 DISSERTATION 13,750
LABRANCHE JILLIAN


UNIVERSITY OF MINNESOTA SPONSORED
PROJECTS ADMIN 450 MCNAMARA ALUMNI
MINNEAPOLIS,MN554552070 		  I 2022 DISSERTATION 13,750
LANDEROS JUDITH


1421 S 51ST COURT
CICERO,IL60804 		  I 2022 DISSERTATION 13,750
LEIBOVITZ TALIA


808 52ND ST
OAKLAND,CA94608 		  I 2022 DISSERTATION 13,750
MANTILLA BLANCO PAULA


468 W 142ND ST APT 4
NEW YORK,NY10031 		  I 2022 DISSERTATION 13,750
MARSHALL JESSICA


4057 SOUTH ELLIS AVENUE
CHICAGO,IL60653 		  I 2022 DISSERTATION 13,750
MCLEOD IV WILLIAM


5414 HERMIT TERRACE
PHILADELPHIA,PA19128 		  I 2022 DISSERTATION 13,750
MOORE JAZMEN


2514 149TH PLACE SW
LYNWOOD,WA98087 		  I 2022 DISSERTATION 13,750
SAHAI HARSHIL


UNIVERSITY OF CHICAGO UNIVERSITY
RESEARCH ADMIN 6054 SOUTH DREXEL AV
CHICAGO,IL60637 		  I 2022 DISSERTATION 13,750
SANCHEZ-BAUTISTA CONSUELO


1062 27TH AVE SE APT F
MINNEAPOLIS,MN55414 		  I 2022 DISSERTATION 13,750
SMITH DAVID


PO BOX 672117
CHUGIAK,AK99567 		  I 2022 DISSERTATION 13,750
STOVALL JESSICA


729 ESCONDIDO ROAD APT 439
STANFORD,CA94305 		  I 2022 DISSERTATION 13,750
THAKURTA ANKHI


30 BENEDICT CRESCENT
BASKING RIDGE,NJ07920 		  I 2022 DISSERTATION 13,750
VASQUEZ BRITTANY


UNIVERSITY OF MICHIGAN 22-PAF07383
3003 S STATE STREET
ANN ARBOR,MI48109 		  I 2022 DISSERTATION 13,750
WILSON CHANELLE


5446 MARKET ST
PHILADELPHIA,PA19139 		  I 2023 POSTDOCTORAL 35,000
CORTEZ ARTURO


CAMPUS CONTROLLERS OFFICE PO BOX
910220
DENVER,CO80291 		  I 2023 RDA 5,000
HERNANDEZ LAURA


6301 PINEHAVEN ROAD
OAKLAND,CA94611 		  I 2023 RDA 5,000
LEATHERWOOD DARNELL


3625 JACKSON AVE
RICHTON PARK,IL60471 		  I 2023 RDA 5,000
PHAM JOSEPHINE


UCSC 1156 HIGH STREET ATTN SBS
FINANCIAL SERVICE CENTER
SANTA CRUZ,CA95064 		  I 2023 RDA 5,000
TALBERT RACHEL


525 W 120TH STREET BOX 21
NEW YORK,NY10027 		  I 2023 RDA 5,000
WILEY KATHRYN


1407 BELLE VIEW BLVD APARTMENT A1
ALEXANDRIA,VA22307 		  I 2023 RDA 5,000
ANDERSON BRENDA


3454 N SIERRA SPRINGS DRIVE
TUSCON,AZ85712 		  I 2023 DISSERTATION 13,750
BIVINS ALYSSA


1001 N RANDOLPH STAPT 820
ARLINGTON,VA22201 		  I 2023 DISSERTATION 13,750
BLATT LORRAINE


500 ROSS STREET 154-0455
PITTSBURGH,PA15262 		  I 2023 DISSERTATION 27,500
DARCY KEVIN


917 S TERRY STREET
LONGMONT,CO80501 		  I 2023 DISSERTATION 13,750
DAVIS AVERY


2800 NORTH CHARLES STREET
BALTIMORE,MD21218 		  I 2023 DISSERTATION 13,750
ESBOLDT JOY


518 NW 16TH STREET
CORVALLIS,OR97330 		  I 2023 DISSERTATION 13,750
FUREY JANE


C/O BNY MELLON BANK BOX 223231
PITTSBURGH,PA15251 		  I 2023 DISSERTATION 13,750
GABLE ALEXIS


2301 N MAPLEWOOD AVE APT 1E
CHICAGO,IL60647 		  I 2023 DISSERTATION 13,750
GUPTA SALONI


3333 BROADWAY APT B 10J
NEW YORK,NY10031 		  I 2023 DISSERTATION 27,500
HALLE-ERBY KYLE


4246 CREED AVENUE
LOS ANGELES,CA90008 		  I 2023 DISSERTATION 13,750
HARRISON EMILEIGH


6133 S DREXEL AVE APT 4A
CHICAGO,IL60637 		  I 2023 DISSERTATION 13,750
HERNANDEZ MARTHA MORALES


9209 MISSION DRIVE
ROSEMEAD,CA91770 		  I 2023 DISSERTATION 13,750
JONATHAN ORELIA


35 LOMASNEY WAY APT 1911
BOSTON,MA02114 		  I 2023 DISSERTATION 27,500
KAUL MAYA


1700 CHESTNUT STREET UNIT 403
PHILADELPHIA,PA19103 		  I 2023 DISSERTATION 13,750
KILLEN HEATHER


716 THAYER AVE
SILVER SPRING,MD20910 		  I 2023 DISSERTATION 13,750
LOH YUI LEH TIMOTHY


5 FLORENCE ST APT 3
CAMBRIDGE,MA02139 		  I 2023 DISSERTATION 13,750
MACKEVICIUS CLAIRE


4835 N ASHLAND AVE APT 1E
CHICAGO,IL60640 		  I 2023 DISSERTATION 13,750
MILLER LOIS


OFFICE OF RESEARCH SPONSORED
PROGRAMS DRAWER 538
MILWAUKEE,WI53278 		  I 2023 DISSERTATION 13,750
PAPCZUN KRISTY ULRICH


1209 E 53RD STREET 2
CHICAGO,IL60615 		  I 2023 DISSERTATION 27,500
REY-GUERRA CATALINA


501 TALBOT AVE APT 1
DORCHESTER CENTER,MA02124 		  I 2023 DISSERTATION 13,750
ROJAS MARIA


435 GOODING WAY APT 465
ALBANY,CA94706 		  I 2023 DISSERTATION 27,500
ROMANO LINDSAY


1823 HAVEN AVE
OCEAN CITY,NJ08226 		  I 2023 DISSERTATION 13,750
ROSARIO ROBERTO JOSIAH


6821 N WANE AVE
CHICAGO,IL60626 		  I 2023 DISSERTATION 13,750
SAINI RUCHI


876 LOUISE CIRCLE
DURHAM,NC27705 		  I 2023 DISSERTATION 13,750
SCULLY IONAH


215 LILLIAN AVENUE
SYRACUSE,NY13206 		  I 2023 DISSERTATION 13,750
SOUYET NICOLAS ROJAS


525 W 120TH ST
NEW YORK,NY10027 		  I 2023 DISSERTATION 13,750
SURRATT ZARA


1728 SOUTHPOINT CROSSING DRIVE
DURHAM,NC27713 		  I 2023 DISSERTATION 13,750
YOO PAUL


4064 MADISON AVE
CULVER CITY,CA90232 		  I 2023 DISSERTATION 13,750
LEATH SEANNA


UNIVERSITY OF VIRGINIA 1001 EMMET
ST NORTH PO BOX 400195
CHARLOTTESVILLE,VA22904 		  I 2021 POSTDOCTORAL 35,000
LIMERICK NICHOLAS


TEACHERS COLLEGE COLUMBIA UNIVERSIT
525 W 120TH STREET BOX 021
NEW YORK,NY100276605 		  I 2021 POSTDOCTORAL 35,000
SOLIZ ADELA


VANDERBILT UNIVERSITY RESEARCH
FINANCE PMB 401591 2301 VANDERBILT
NASHVILLE,TN37240 		  I 2021 POSTDOCTORAL 35,000
SUTTON APRIL


UNIV OF CALIFORNIA SAN DIEGO
CONTRACT GRANT ADMIN 9500 GILMAN DR
LA JOLLA,CA920930009 		  I 2021 POSTDOCTORAL 35,000
WEATHERS ERICKA


PENNSYLVANIA STATE UNIV RESEARCH
ACCOUNTING 227 W BEAVER AVE STE 401
STATE COLLEGE,PA16801 		  I 2021 POSTDOCTORAL 35,000
BAKER DOMINIQUE


SOUTHERN METHODIST UNIVERSITY DAVID
EWING DIR GRANT ACCTG PO BOX 750259
DALLAS,TX752750259 		  I 2022 POSTDOCTORAL 70,000
CHAVEZ-MORENO LAURA


UC REGENTS BOX 957089 1125 MURPHY
HALL 405 HILGARD AVE
LOS ANGELES,CA90095 		  I 2022 POSTDOCTORAL 70,000
EMERICK MARK


MUHLENBERG COLLEGE 2400 CHEW STREET
ALLENTOWN,PA18104 		  I 2022 POSTDOCTORAL 70,000
GANIMIAN ALEJANDRO


NYU OFFICE OF SPONSORED PROGRAMS
665 BROADWAY SUITE 801
NEW YORK,NY10012 		  I 2022 POSTDOCTORAL 35,000
GARGROETZI EMMA


UNIVERSITY OF TEXAS AT AUSTIN
OFFICE OF ACCOUNTING OSP-SPAA PO BO
AUSTIN,TX78713 		  I 2022 POSTDOCTORAL 35,000
HENRY DAPHNE


3100 CATHEDRAL OF LEARNING
PITTSBURGH,PA15260 		  I 2022 POSTDOCTORAL 35,000
HIGGS JENNIFER


PO BOX 741816
LOS ANGELES,CA900741816 		  I 2022 POSTDOCTORAL 35,000
HUERTA ADRIAN


3500 S FIGUEROA STREET SUITE 102
LOS ANGELES,CA200898001 		  I 2022 POSTDOCTORAL 35,000
HYRES ALEXANDER


1721 CAMPUS CENTER DRIVE ROOM 3202
SALT LAKE CITY,UT84112 		  I 2022 POSTDOCTORAL 35,000
JOHNSON REBECCA


PO BOX 825738
PHILADELPHIA,PA191825738 		  I 2022 POSTDOCTORAL 70,000
KELLY LAUREN


33 KNIGHTSBRIDGE ROAD 2ND FLOOR -
EAST WING
PISCATAWAY,NJ088543925 		  I 2022 POSTDOCTORAL 35,000
KUEHL RACHELLE


300 TURNER STREET NW SUITE 4200
BLACKSBURG,VA24061 		  I 2022 POSTDOCTORAL 35,000
MCGREW SARAH


4101 CHESAPEAKE BUILDING 4300
TERRAPIN TRAIL
COLLEGE PARK,MD207423141 		  I 2022 POSTDOCTORAL 35,000
QIN KONGJI


500 ROSS ST 154-0455 ATTN 371220
PITTSBURGH,PA152620001 		  I 2022 POSTDOCTORAL 35,000
QIN XU


500 ROSS ST 154-0455 ATTN 371220
PITTSBURGH,PA152620001 		  I 2022 POSTDOCTORAL 35,000
SANABRIA TANYA


5151 STATE UNIVERSITY DRIVE GE 314
LOS ANGELES,CA90032 		  I 2022 POSTDOCTORAL 35,000
SANTA-RAMIREZ STEPHEN


CASH RECEIPTS DEPARTMENT PO BOX 9
ALBANY,NY122010009 		  I 2022 POSTDOCTORAL 35,000
SCHUELER BETH


OFFICE OF SPONSORED PROGRAMS PO BOX
400195 1001 N EMMET STREET
CHARLOTTESVILLE,VA229044195 		  I 2022 POSTDOCTORAL 35,000
SMITH-PURVIANCE ASHLEY


THE OHIO STATE UNIVERSITY 1960
KENNY ROAD
COLUMBUS,OH43210 		  I 2022 POSTDOCTORAL 35,000
STRONG KRYSTAL


RUTGERS UNIVERSITY RESEARCH
FINANCIAL SERVICES 33 KNIGHTSBRIDGE
PISCATAWAY,NJ088543925 		  I 2022 POSTDOCTORAL 35,000
SUAREZ ENRIQUE


UNIVERSITY OF MASSACHUSETTS 100
VENTURE WAY SUITE 201
HADLEY,MA01035 		  I 2022 POSTDOCTORAL 35,000
WALLACE DERRON


BRANDEIS UNIVERSITY 415 SOUTH
STREET MS 110
WALTHAM,MA02453 		  I 2022 POSTDOCTORAL 70,000
WILLIAMS BRITTANY


UNIVERSITY OF VERMONT SPONSORED
PROJECTS 217 WATERMAN BLDG 85 SOUTH
BURLINGTON,VT05405 		  I 2022 POSTDOCTORAL 70,000
BLANEY JENNIFER


NORTHERN ARIZONA UNIVERSITY
SPONSORED RECEIVABLES PO BOX 4080
FLAGSTAFF,AZ86011 		  I 2023 POSTDOCTORAL 35,000
CIOE-PENA MARIA


PO BOX 785541
PHILADELPHIA,PA19178 		  I 2023 POSTDOCTORAL 35,000
COLEMAN JAMES JOSHUA


GRANT ACCOUNTING OFFICE 2410 UCC
201 S CLINTON ST
IOWA CITY,IA52242 		  I 2023 POSTDOCTORAL 35,000
JACKSON DAVENA


BOSTON UNIVERSITY GRANTS RECEIVABLE
PO BOX 28763
NEW YORK,NY10087 		  I 2023 POSTDOCTORAL 35,000
JOHNSON ANTHONY


RESEARCH ADMINISTRATION BUILDING
1960 KENNY ROAD
COLUMBUS,OH43210 		  I 2023 POSTDOCTORAL 35,000
KOLLURI SUNEAL


MAIN CASHIERS OFFICE 900 UNIVERSITY
AVENUE STUDENT SERVICE BLDG ROOM 1
RIVERSIDE,CA92521 		  I 2023 POSTDOCTORAL 35,000
MCCAMBLY HEATHER


PO BOX 640458
PITTSBURGH,PA15264 		  I 2023 POSTDOCTORAL 35,000
MITTLEMAN JOEL


830 GRACE HALL
NOTRE DAME,IN46556 		  I 2023 POSTDOCTORAL 35,000
NG MEIXI


200 OAK STREET SE
MINNEAPOLIS,MN55414 		  I 2023 POSTDOCTORAL 35,000
NYACHAE TIFFANY


227 W BEAVER AVE SUITE 401
STATE COLLEGE,PA16801 		  I 2023 POSTDOCTORAL 70,000
RODRIGUEZ LUIS


PO BOX 5166
NEW YORK,NY10087 		  I 2023 POSTDOCTORAL 35,000
ROJAS NATALIA


NYU GROSSMAN SCHOOL OF MEDICINE PO
BOX 415026
BOSTON,MA02241 		  I 2023 POSTDOCTORAL 35,000
SEO EUNJIN


601 UNIVERSITY JCK420
SAN MARCOS,TX78666 		  I 2023 POSTDOCTORAL 35,000
SINGH MICHAEL


4284 71ST STREET
SACRAMENTO,CA95820 		  I 2023 POSTDOCTORAL 35,000
SLAY KELLY


ATTN JANA BLICK RESEARCH FINANCE
2301 VANDERBILT PLACE
NASHVILLE,TN37240 		  I 2023 POSTDOCTORAL 35,000
TOLIVER STEPHANIE


28392 NETWORK PLACE
CHICAGO,IL60673 		  I 2023 POSTDOCTORAL 35,000
VAN WYCK BRIAN


ADMINISTRATION BUILDING 4TH FLOOR
1000 HILLTOP CIRCLE
BALTIMORE,MD21250 		  I 2023 POSTDOCTORAL 35,000
KEENAN HARPER


409 - 6190 AGRONOMY ROAD
  VANCOUVERV6T 1Z3
CA 		  I 2022 POSTDOCTORAL 35,000
Total .................................right arrow 3a 2,800,000
bApproved for future payment
WILSON CHANELLE

5446 MARKET ST
PHILADELPHIA,PA19139 		  I 2023 POSTDOCTORAL 35,000
ALEXANDER BRI

1725 S QUINCY AVENUE APT 4
TULSA,OK74120 		  I 2023 DISSERTATION 27,500
ANDERSON BRENDA

3454 N SIERRA SPRINGS DRIVE
TUSCON,AZ85712 		  I 2023 DISSERTATION 13,750
BHATTACHARYA ARNAV

303 CLAUDIA COHEN HALL 249 S 36TH
ST
PHILADELPHIA,PA19104 		  I 2023 DISSERTATION2023 DISSERTATION 27,500
BIVINS ALYSSA

1001 N RANDOLPH STAPT 820
ARLINGTON,VA22201 		  I 2023 DISSERTATION 13,750
DARCY KEVIN

917 S TERRY STREET
LONGMONT,CO80501 		  I 2023 DISSERTATION 13,750
DAVIS AVERY

2800 NORTH CHARLES STREET
BALTIMORE,MD21218 		  I 2023 DISSERTATION 13,750
ESBOLDT JOY

518 NW 16TH STREET
CORVALLIS,OR97330 		  I 2023 DISSERTATION 13,750
FUREY JANE

C/O BNY MELLON BANK BOX 223231
PITTSBURGH,PA15251 		  I 2023 DISSERTATION 13,750
GABLE ALEXIS

2301 N MAPLEWOOD AVE APT 1E
CHICAGO,IL60647 		  I 2023 DISSERTATION 13,750
GORDON C DARIUS

2302 VALDEZ STREET APT 548
OAKLAND,CA94612 		  I 2023 DISSERTATION 27,500
HALLE-ERBY KYLE

4246 CREED AVENUE
LOS ANGELES,CA90008 		  I 2023 DISSERTATION 13,750
HARRISON EMILEIGH

6133 S DREXEL AVE APT 4A
CHICAGO,IL60637 		  I 2023 DISSERTATION 13,750
HERNANDEZ MARTHA MORALES

9209 MISSION DRIVE
ROSEMEAD,CA91770 		  I 2023 DISSERTATION 13,750
HESS KIMBERLY

3003 S STATE STREET 1ST FLOOR
ANN ARBOR,MI48109 		  I 2023 DISSERTATION 27,500
KAUL MAYA

1700 CHESTNUT STREET UNIT 403
PHILADELPHIA,PA19103 		  I 2023 DISSERTATION 13,750
KILLEN HEATHER

716 THAYER AVE
SILVER SPRING,MD20910 		  I 2023 DISSERTATION 13,750
LOH YUI LEH TIMOTHY

5 FLORENCE ST APT 3
CAMBRIDGE,MA02139 		  I 2023 DISSERTATION 13,750
MACKEVICIUS CLAIRE

4835 N ASHLAND AVE APT 1E
CHICAGO,IL60640 		  I 2023 DISSERTATION 13,750
MILLER LOIS

OFFICE OF RESEARCH SPONSORED
PROGRAMS DRAWER 538
MILWAUKEE,WI53278 		  I 2023 DISSERTATION 13,750
PARK CATHERINE

735 GOODING WAY APT 749
ALBANY,CA94706 		  I 2023 DISSERTATION 27,500
REY-GUERRA CATALINA

501 TALBOT AVE APT 1
DORCHESTER CENTER,MA02124 		  I 2023 DISSERTATION 13,750
ROMANO LINDSAY

1823 HAVEN AVE
OCEAN CITY,NJ08226 		  I 2023 DISSERTATION 13,750
ROSARIO ROBERTO JOSIAH

6821 N WANE AVE
CHICAGO,IL60626 		  I 2023 DISSERTATION 13,750
SAINI RUCHI

876 LOUISE CIRCLE
DURHAM,NC27705 		  I 2023 DISSERTATION 13,750
SCULLY IONAH

215 LILLIAN AVENUE
SYRACUSE,NY13206 		  I 2023 DISSERTATION 13,750
SOUYET NICOLAS ROJAS

525 W 120TH ST
NEW YORK,NY10027 		  I 2023 DISSERTATION 13,750
SURRATT ZARA

1728 SOUTHPOINT CROSSING DRIVE
DURHAM,NC27713 		  I 2023 DISSERTATION 13,750
TRIANA CLAUDIA

3921 N MONTICELLO AVE
CHICAGO,IL60618 		  I 2023 DISSERTATION 27,500
YOO PAUL

4064 MADISON AVE
CULVER CITY,CA90232 		  I 2023 DISSERTATION 13,750
ZHAO QIYI

6 COMSTOCK CIR APT 202A
STANFORD,CA94305 		  I 2023 DISSERTATION 27,500
RAY RANITA

KATHRYN LEVASSEUR 6506 S MARYLAND
PKWY MAIL STOP 45001
LAS VEGAS,NV89154 		  I 2019 POSTDOCTORAL 35,000
DESAI KARISHMA

RUTGERS UNIVERSITY RESEARCH
FINANCIAL SERVICES 33 KNIGHTSBRIDGE
PISCATAWAY,NJ088543925 		  I 2019 POSTDOCTORAL 35,000
HENRY DAPHNE

3100 CATHEDRAL OF LEARNING
PITTSBURGH,PA15260 		  I 2022 POSTDOCTORAL 35,000
BLANEY JENNIFER

NORTHERN ARIZONA UNIVERSITY
SPONSORED RECEIVABLES PO BOX 4080
FLAGSTAFF,AZ86011 		  I 2023 POSTDOCTORAL 35,000
CASTILLO ELISE

300 SUMMIT STREET
HARFORD,CT06106 		  I 2023 POSTDOCTORAL 70,000
CHANDRAS JESSICA

1 UNF DRIVE BUILDING 4 ROOM 2901
JACKSONVILLE,FL32224 		  I 2023 POSTDOCTORAL 70,000
CIOE-PENA MARIA

PO BOX 785541
PHILADELPHIA,PA19178 		  I 2023 POSTDOCTORAL 35,000
COLEMAN JAMES JOSHUA

GRANT ACCOUNTING OFFICE 2410 UCC
201 S CLINTON ST
IOWA CITY,IA52242 		  I 2023 POSTDOCTORAL 35,000
DOOLITTLE SARA

100 N UNIVERSITY DRIVE BOX 142
EDMOND,OK73034 		  I 2023 POSTDOCTORAL 70,000
HAILU MESERET

PO BOX 876011
TEMPE,AZ85287 		  I 2023 POSTDOCTORAL 70,000
JACKSON DAVENA

BOSTON UNIVERSITY GRANTS RECEIVABLE
PO BOX 28763
NEW YORK,NY10087 		  I 2023 POSTDOCTORAL 35,000
JOHNSON ANTHONY

RESEARCH ADMINISTRATION BUILDING
1960 KENNY ROAD
COLUMBUS,OH43210 		  I 2023 POSTDOCTORAL 35,000
KOLLURI SUNEAL

MAIN CASHIERS OFFICE 900 UNIVERSITY
AVENUE STUDENT SERVICE BLDG ROOM 1
RIVERSIDE,CA92521 		  I 2023 POSTDOCTORAL 35,000
MCCAMBLY HEATHER

PO BOX 640458
PITTSBURGH,PA15264 		  I 2023 POSTDOCTORAL 35,000
MITTLEMAN JOEL

830 GRACE HALL
NOTRE DAME,IN46556 		  I 2023 POSTDOCTORAL 35,000
MUMMA KIRSTEN SLUNGAARD

525 WEST 120TH ST BOX 151
NEW YORK,NY10027 		  I 2023 POSTDOCTORAL 70,000
NG MEIXI

200 OAK STREET SE
MINNEAPOLIS,MN55414 		  I 2023 POSTDOCTORAL 35,000
RODRIGUEZ LUIS

PO BOX 5166
NEW YORK,NY10087 		  I 2023 POSTDOCTORAL 35,000
ROJAS NATALIA

NYU GROSSMAN SCHOOL OF MEDICINE PO
BOX 415026
BOSTON,MA02241 		  I 2023 POSTDOCTORAL 35,000
SALAZAR KARINA

UNIVERSITY OF ARIZONA SPONSORED
PROJECTS SERVICES PO BOX 41867
TUCSON,AZ85717 		  I 2023 POSTDOCTORAL 70,000
SEO EUNJIN

601 UNIVERSITY JCK420
SAN MARCOS,TX78666 		  I 2023 POSTDOCTORAL 35,000
SINGH MICHAEL

4284 71ST STREET
SACRAMENTO,CA95820 		  I 2023 POSTDOCTORAL 35,000
SLAY KELLY

ATTN JANA BLICK RESEARCH FINANCE
2301 VANDERBILT PLACE
NASHVILLE,TN37240 		  I 2023 POSTDOCTORAL 35,000
TOLIVER STEPHANIE

28392 NETWORK PLACE
CHICAGO,IL60673 		  I 2023 POSTDOCTORAL 35,000
VAN WYCK BRIAN

ADMINISTRATION BUILDING 4TH FLOOR
1000 HILLTOP CIRCLE
BALTIMORE,MD21250 		  I 2023 POSTDOCTORAL 35,000
VENTURA JULISSA

PO BOX 1881
MILWAUKEE,WI53201 		  I 2023 POSTDOCTORAL 70,000
MACLEOD MAUREEN

MERCY COLLEGE C/O GRANTS ACCOUNTANT
555 BROADWAY
DOBBS FERRY,NY10522 		  I 2019 POSTDOCTORAL 35,000
KEENAN HARPER

409 - 6190 AGRONOMY ROAD
  VANCOUVERV6T 1Z3
CA 		  I 2022 POSTDOCTORAL 35,000
Total ................................. right arrow 3b 1,768,750
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies         153,355
2 Membership dues and assessments ....         59,125
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 66,575  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -6,125  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPUBLICATION SALES 		        1,175
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 60,450 213,655
13Total. Add line 12, columns (b), (d), and (e)..................
13
274,105
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-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).
2 MEMBERSHIP DUES ENABLE MEMBERS TO PARTICIPATE IN PROGRAMS AND IN DECISIONS REGARDING THE POLICIES AND THE DIRECTION OF THE ORGANIZATION.
11A SALES OF PUBLICATIONS RELATED TO EDUCATION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE NATIONAL ACADEMY OF EDUCATION
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE NATIONAL ACADEMY OF EDUCATION
  		Employer identification number
77-0415802
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SPENCER FOUNDATION
 
625 N MICHIGAN AVENUE STE 1600
 
CHICAGO, IL60611

$ 12,461,912


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HEWLETT FOUNDATION
 
2121 SAND HILL ROAD
 
MENLO PARK, CA94025

$ 80,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
GATES FOUNDATION
 
PO BOX 23350
 
SEATTLE, WA98102

$ 1,704,669


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE NATIONAL ACADEMY OF EDUCATION
  		Employer identification number

77-0415802
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE NATIONAL ACADEMY OF EDUCATION
  		Employer identification number

77-0415802
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 86,173 0 0 85,753

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Statement:
DISTRICT OF COLUMBIA DOES NOT REQUIRE FILING OF FORM 990-PF.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Name of Bond End of Year Book Value End of Year Fair Market Value
CALVERT BOND FUND CLASS I 254,161 254,161
TIAA-CREF BOND INDEX FUND INSTITUTIONAL CLASS 253,351 253,351
PIMCO EMERGING MARKETS BOND FUND 11,128 11,128
ISHARES TR BROAD USD HIGH YIELD CORP BD ETF 7,306 7,306

TY 2023 InvestmentsCorpStockSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Name of Stock End of Year Book Value End of Year Fair Market Value
PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS 52,166 52,166
DFA INTERNATIONAL SOCIAL CORE EQUITY 22,999 22,999
DFA EMERGING MARKET SOCIAL 8,770 8,770
ALLSPRING SPECIAL MID-CAP VALUE FUND 6,939 6,939
ISHARES TR RUSSELL 2000 GROWTH ETF 4,074 4,074
ISHARES TR RUSSELL 2000 VALUE ETF 7,210 7,210
ISHARES INC ESG MSCI EM ETF 8,400 8,400
ISHARES TR ESG AWARE MSCI USA ETF 55,398 55,398
ISHARES TR ESG AWARE MSCI EAFE ETF 23,946 23,946
BLACKROCK ADVANTAGE SMALL-CAP CORE 3,972 3,972
JP MORGAN MID-CAP GROWTH FUND CLASS 1 4,056 4,056
PGIM HIGH YIELD FUND CLASS Z 7,182 7,182
ISHARES TR ESG MSCI USA SMALL-CAP ETF 3,953 3,953

TY 2023 InvestmentsGovtObligationsSch
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
US Government Securities - End of Year Book Value:

1,843,349
US Government Securities - End of Year Fair Market Value:

1,843,349
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherAssetsSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CERTIFICATES OF DEPOSIT 992,405    


TY 2023 OtherExpensesSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 21,569 0 0 17,147
INFORMATION TECHNOLOGY 129,960 0 0 125,689
INSURANCE 9,809 0 0 9,445
ADVERTISING 16,988 0 0 16,988
MISCELLANEOUS 8,431 0 0 12,366


TY 2023 OtherIncomeSchedule2
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PUBLICATION SALES 1,175   1,175
MEMBERSHIP DUES AND ASSESSMENTS 59,125   59,125
FEES FROM GOVERNMENT AGENCIES 153,355   153,355


TY 2023 OtherIncreasesSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Description Amount
UNREALIZED GAIN ON INVESTMENTS 144,458


TY 2023 OtherLiabilitiesSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Description Beginning of Year - Book Value End of Year - Book Value
FELLOWSHIPS PAYABLE 1,826,250 1,768,750
UNSPENT GRANT LIABILITY 30,970 39,705


TY 2023 OtherProfessionalFeesSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL PROCESSING 0 0 0 0
PROGRAM CONSULTANT 73,225 0 0 77,600
INVESTMENT FEES 5,859 5,859 5,859 0
REPORT PREPARATION 0 0 0 0


TY 2023 TaxesSchedule
Name:
THE NATIONAL ACADEMY OF EDUCATION
EIN:
77-0415802
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 54,837 0 0 54,837