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 04-01-2023 , and ending 03-31-2024
Name of foundation
NATIONAL SCHOOL CHOICE AWARENESS
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)18117 BISCAYNE BLVD UNIT 2509
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AVENTURA, FL33160
A Employer identification number

87-2081402
B Telephone number (see instructions)

(202) 480-2927
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$16,899,865
J 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) 9,085,110
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 200,809 200,809 200,809
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
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 33,494
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 33,494 33,494
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 9,319,413 200,809 234,303
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 372,354 0 0 372,354
14 Other employee salaries and wages...... 1,754,487 0 0 1,754,487
15 Pension plans, employee benefits....... 312,621 0 0 312,621
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 141,082 0 0 141,082
19 Depreciation (attach schedule) and depletion... 1,405 0 1,405
20 Occupancy.............. 302,174 0 0 302,174
21 Travel, conferences, and meetings....... 259,441 0 0 259,441
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,119,314 0 232,898 4,886,416
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,262,878 0 234,303 8,028,575
25 Contributions, gifts, grants paid....... 1,016,370 73,500
26 Total expenses and disbursements. Add lines 24 and 25 9,279,248 0 234,303 8,102,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,165
b Net investment income (if negative, enter -0-) 200,809
c Adjusted net income (if negative, enter -0-)... 0
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............. 4,392,570 950,603 950,603
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow4,802,898
Less: allowance for doubtful accounts right arrow   5,526,457 4,802,898 4,802,898
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
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.............. 5,945,262 5,513,348 5,513,348
9 Prepaid expenses and deferred charges.......... 285,895 289,835 289,835
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
4,714,898
4,714,898
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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 arrow14,182
Less: accumulated depreciation (attach schedule) right arrow1,405 6,377 Click to see attachment
List of Attached Documents:
// Content
12,777
12,777
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
615,506
Click to see attachment
List of Attached Documents:
// Content
615,506
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,156,561 16,899,865 16,899,865
Liabilities 17 Accounts payable and accrued expenses.......... 101,783 189,416
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
0
Click to see attachment
List of Attached Documents:
// Content
615,506
23 Total liabilities (add lines 17 through 22)......... 101,783 804,922
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........... 15,632,167 15,811,923
25 Net assets with donor restrictions............ 422,611 283,020
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)..... 16,054,778 16,094,943
30 Total liabilities and net assets/fund balances (see instructions). 16,156,561 16,899,865
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
16,054,778
2
Enter amount from Part I, line 27a .....................
2
40,165
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,094,943
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
16,094,943
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.)
1a
b
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
b
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
b
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  
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  
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 2,791
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 2,791
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 2,791
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
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 2,791
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowAK, AL, AR, CA, CO, CT, DC, FL, GA, HI, IA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowHTTPS://SCHOOLCHOICEAWARENESS.ORG/
14
The books are in care ofright arrowSANDY BROWN Telephone no.right arrow (202) 480-2927

Located atright arrow25 MEADOWBROOK DRIVEMILFORDNH ZIP+4right arrow03055
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)
Yes
 
(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
 
No
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)
 
No
(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
 
 
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
ANDREW CAMPANELLA CHAIRMAN & CEO
40.00
372,354 19,029 11,759
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
TRACY GLEASON SECRETARY & TREASURER
5.00
0 0 0
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
LISA KEEGAN VICE CHAIR
5.00
25,200 0 0
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
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
SANDRA BROWN VP, FINANCE
40.00
165,027 8,662 10,620
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
NOELLE DELANEY VP, EVENTS AND PARTN
40.00
160,423 8,026 10,720
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
SHELBY DOYLE VP, PUBLIC AWARENESS
40.00
158,923 8,392 11,320
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
HALEIGH MADSEN DIRECTOR, FULFILLMEN
40.00
147,396 7,811 11,220
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
KRISSIA SPIVEY PROJECT DIRECTOR, CO
40.00
100,942 5,072 11,120
18117 BISCAYNE BLVD UNIT 2509
AVENTURA,FL33160
Total number of other employees paid over $50,000...................right arrow 17
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
EMERALD ADVERTISING ADVERTISING & CONSULTING 616,352
124 RIORDAN LANE
NAPA,CA94558
GOOGLE ADVERTISING ADVERTISING 443,621
1600 AMPHITHEATRE PARKWAY
MOUNTAIN VIEW,CA94043
FEDERAL EXPRESS FREIGHT & SHIPPING 443,351
942 SOUTH SHADY GROVE ROAD
MEMPHIS,TN38120
JR REINGOLD & ASSOCIATES INC ADVERTISING 198,712
1321 DUKE ST
ALEXANDRIA,VA22314
ASSIGNMENT DESK PHOTO & VIDEO 121,310
65 JOHNNIE DODDS BLVD 300
MT PLEASANT,SC24187
Total number of others receiving over $50,000 for professional services.............right arrow19
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 FOUNDATION RAISES EQUAL AWARENESS OF THE TRADITIONAL PUBLIC, PUBLIC CHARTER, PUBLIC MAGNET, PRIVATE, ONLINE, HOME, AND NONTRADITIONAL EDUCATION OPTIONS AVAILABLE TO CHILDREN AND FAMILIES ACROSS ALL 50 U.S. STATES AND THE DISTRICT OF COLUMBIA. IN FY 2023-24, THE FOUNDATION: PARTNERED WITH 24,875 SCHOOLS AND LEARNING PROVIDERS TO PLAN AND PROMOTE COMMUNITY-BASED INFORMATION SESSIONS, OPEN HOUSES, AND OTHER ACTIVITIES AS PART OF OUR NATIONAL SCHOOL CHOICE WEEK (NSCW) CHARITABLE PROGRAM; PARTNERED WITH 66 STATE-LEVEL NONPROFIT ORGANIZATIONS TO PLAN 66 LARGE-SCALE REGIONAL NSCW EVENTS, INCLUDING SCHOOL FAIRS AND STUDENT SUCCESS SHOWCASES; PROVIDED 2.6 MILLION PARENTS WITH ENGLISH-LANGUAGE SCHOOL NAVIGATION RESOURCES VIA WEBSITES AND VIDEOS VIA OUR NAVIGATE SCHOOL CHOICE PROGRAM; AND LAUNCHED KNOW YOUR SCHOOL OPTIONS, OR, "CONOCE", WHICH FEATURES 66 WEB-BASED SPANISH-LANGUAGE SCHOOL CHOICE RESOURCES AND SERVED 221,000 WEBSITE VISITORS. 9,044,945
2  
3  
4  
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
1,847,455
b
Average of monthly cash balances.......................
1b
3,973,330
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,820,785
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
5,820,785
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,312
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,733,473
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
286,674
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
8,102,075
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
8,102,075
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
2022-03-25
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
0 0 0 0 0
b 85% (0.85) of line 2a ......... 0 0 0 0 0
c Qualifying distributions from Part XI,
line 4 for each year listed .....
8,102,075 6,354,374 824,815 0 15,281,264
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 ....
8,102,075 6,354,374 824,815 0 15,281,264
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 16,899,865 16,156,561 13,578,258   46,634,684
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
16,899,865 16,156,561 13,578,258   46,634,684
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
        0
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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

50CAN INC

1380 MONROE STREET NW 41
WASHINGTON,DC20010
N/A PC ADVERTISING AT NATIONAL CONFERENCE - SPONSORSHIP ($10,000) AND SUPPORT EDUCATION AWARENESS EVENTS ($56,000) 66,000

A FOR ARIZONA

2801 E CAMELBACK RD 200
PHOENIX,AZ85016
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP 10,000

ALLIANCE FOR SCHOOL CHOICE INC DBA AFC GROWTH FUND

10440 LITTLE PATUXENT PKWY SUITE
300-343
COLUMBIA,ND21044
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 20,000

ARIZONA SCHOOL CHOICE TRUST INC

2875 W RAY ROAD 6-314
CHANDLER,AZ85224
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 12,500

BLACK MOTHERS FORUM INC

812 N 2ND AVENUE
PHOENIX,AZ85003
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 27,500

BLACK STUDENT FUND

3636 16TH STREET NW
WASHINGTON,DC20010
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 17,000

BRIDGES TO SCIENCE

2750 FM 1463 ROAD SUITE 150 5
KATY,TX77494
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP 1,000

BROWN HOUSE EXPERIENCE

6517 SOUTH CAMPBELL AVENUE
CHICAGO,IL60629
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 15,000

CALIFORNIA POLICY CENTER

18002 IRVINE BLVD SUITE 108
TUSTIN,CA92780
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 15,000

CARDINAL INSTITUTE FOR WEST VIRGINIA POLICY

PO BOX 11495
CHARLESTON,WV25339
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 4,000

CHILDREN'S EDUCATION ALLIANCE OF MISSOURI

1310 PAPIN STREET SUITE 106
ST LOUIS,MO63103
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP ($1,500) AND SUPPORT EDUCATION AWARENESS EVENTS ($14,000) 15,500

COMMON SENSE FOR OREGON FOUNDATION

2007 STATE STREET
SALEM,OR97301
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

DEKALB CHRISTIAN HOME EDUCATORS INC

3877 THORNBURY COURT
LITHONIA,GA30038
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP 4,000

DIOCESE OF PROVIDENCE - CATHOLIC SCHOOL OFFICE

PO BOX 100493
CRANSTON,RI02910
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 7,500

EDCHOICE KENTUCKY INC

1042 BURLINGTON LANE
FRANKFORT,KY40601
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 10,000

EDREFROM VIRGINIA INC

1315 VINCENT PLACE
MCLEAN,VA22101
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 10,000

EDUCATION FREEDOM ALABAMA

PO BOX 59188
BIRMINGHAM,AL35259
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 12,000

EDUCATION TRUST INC

1501KSTREET NORTHWEST SUITE 200
WASHINGTON,DC20005
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 20,000

ENGAGED DETROIT

1485 EAST OUTERDRIVE ST
DETROIT,MI48234
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

EXCELLENT EDUCATION FOR EVERYONE INC

38 E 37TH ST SUITE 52
NEW YORK,NY10016
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 10,000

FAMILIES EMPOWERED

7447 HARWIN DRIVE SUITE 246
HOUSTON,TX77036
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 25,000

FOUNDATION FOR EXCELLENCE IN EDUCATION

215 SOUTH MONROE STREET SUITE 710
TALLAHASSEE,FL32301
N/A PC ADVERTISING AT NATIONAL CONFERENCE - SPONSORSHIP 10,000

FREEDOM PREPARATORY ACADEMY

1761 W 820 N
PROVO,UT84604
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

HOLLOW REED INC

4725 NW 2ND PLACE
PLANTATION,FL33317
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

HOMESCHOOL YO KIDS ORGANIZATION

1845 E OAK STREET
PHOENIX,AZ85006
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 4,500

INDEPENDENT BIBLE CHURCH

43 OBRIEN ROAD
PORT ANGELES,WA98362
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 3,300

INDIAN RIVER CHARTER HIGH SCHOOL INC

6055 COLLEGE AVE
VERO BEACH,FL32966
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 4,000

INDIANA GATEWAY DIGITAL ACADEMY

200 ETTELS LANE
CLARKSVILLE,IN47129
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 600

INSTITUTE FOR QUALITY EDUCATION INC

101 WEST OHIO STREET SUITE 700
INDIANAPOLIS,IN46204
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 10,000

IOWA ALLIANCE FOR CHOICE IN EDUCATION

PO BOX 12219
DES MOINES,IA50312
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 10,000

JOHN LOCKE FOUNDATION

4800 SIX FORKS RD SUITE 200
RALEIGH,NC27609
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP 2,500

KANSAS POLICY INSTITUTE

250 N WATER SUITE 216
WICHITA,KS67202
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 3,000

LOVE YOUR SCHOOL

4940 E SUNNYSIDE DR
SCOTTSDALE,AZ85254
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 6,000

MACKINAC CENTER

140 WEST MAIN STREET PO BOX 568
MIDLAND,MI48640
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 13,000

MONTANA FAMILY INSTITUTE

PO BOX 494
LAUREL,MT59044
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 12,400

NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS

800 CONNECTICUT AVENUE NW SUITE 300
WASHINGTON,DC20006
N/A PC ADVERTISING AT NATIONAL CONFERENCE - SPONSORSHIP 10,000

NATIONAL PARENTS UNION INC

3954 XAVIER STREET
DENVER,CO80211
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 25,000

NAVIGATE - NATIONAL SCHOOL CHOICE RESOURCE CENTER INC

18117 BISCAYNE BLVD SUITE 2509
AVENTURA,FL331602535
N/A PC GENERAL OPERATING SUPPORT 250,000

NEVADA ACTION FOR CHOICE ACCESS

6625 SOUTH VALLEY VIEW BLVD SUITE
422
LAS VEGAS,NV89118
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 20,700

NEW TRIER NEIGHBORS

610 LAUREL AVENUE
WILMETTE,IL60091
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

NORTH CAROLINA ALLIANCE FOR PUBLIC CHARTER SCHOOLS

PO BOX 4877
ASHEBORO,NC27204
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 7,500

OAKLAND ENROLLS

490 LAKE PARK AVE 16201
OAKLAND,CA94610
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 15,000

PA FAMILIES FOR EDUCATION CHOICE INC

350 TOWN SQUARE WAY 97796
PITTSBURGH,PA15227
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 15,000

PARENTS CHALLENGE

2 N CASCADE AVE SUITE 1280
COLORADO SPRINGS,CO80903
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 8,000

PARENTS FOR EDUCATIONAL FREEDOM IN NORTH CAROLINA INC

3100 SMOKETREE CT SUITE 501
RALEIGH,NC27604
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 9,000

PARENTS UNITED AMERICA

26463 E CALEY DRIVE
AURORA,CO80016
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 15,000

PASS NETWORK FOUNDATION

1237 CALHOUN AVE
ATLANTA,GA30344
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 2,660

PENNSYLVANIA COALITION OF PUBLIC CHARTER SCHOOLS

222 NORTH KESWICK AVE
GLENSIDE,PA19038
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 4,600

POLICY INNOVATORS IN EDUCATION (PIE) NETWORK

5123 W 98TH ST 1209
MINNEAPOLIS,MN55437
N/A PC ADVERTISING AT NATIONAL CONFERENCE - SPONSORSHIP 10,000

POSITIVELY ARTS FOUNDATION INC

4465 W SUNSET RD
LAS VEGAS,NV89118
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 600

PUBLIC CHARTER SCHOOLS OF NEW MEXICO

PO BOX 25284
ALBUQUERQUE,NM87125
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 7,500

REFORM ALLIANCE INC

411 S VICTORY ST SUITE 202
LITTLE ROCK,AR72201
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

RIVER VALLEY TECHNICAL CENTER SCHOOL DISTRICT

307 SOUTH STREET
SPRINGFIELD,VT05156
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000

SAN ANTONIO CHARTER MOMS

700 N ST MARYS STREET SUITE 875
SAN ANTONIO,TX78205
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 18,000

SCHOOL CHOICE OHIO INC

1335 DUBLIN ROAD STE 50-A
COLUMBUS,OH43215
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 7,500

SCHOOL CHOICE WISCONSIN INC

10427 W LINCOLN AVE SUITE 1800
WEST ALLIS,WI53227
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 4,000

SCISSORTAIL COMMUNITY DEVELOPMENT CORPORATION

1500 W I-240 SERVICE RD SUITE A-7
OKLAHOMA CITY,OK73159
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 18,725

SHOW ME KC SCHOOLS

2201 LEXINGTON AVE
KANSAS CITY,MO64124
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 12,000

SLAM FOUNDATION INC

6430 SUNSET DR
MIAMI,FL33143
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 25,000

SOAR ACADEMY AUGUSTA INC

3836 WASHINGTON RD STE 9
AUGUSTA,GA30907
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 4,000

STATE POLICY NETWORK (SPN)

1655 NORTH FORT MYER DRIVE SUITE
360
ARLINGTON,VA22209
N/A PC ADVERTISING AT NATIONAL CONFERENCE - SPONSORSHIP 10,000

THE CHILDREN'S SCHOLARSHIP FUND

89 SOUTH STREET
CONCORD,NH03302
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 22,160

THE FERGUSON SCHOOL INC

308 CLAIREMONT AVE
DECATUR,GA30030
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 1,625

THE PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20036
N/A PC GENERAL OPERATING SUPPORT 20,000

THE SCHOOL DISTRICT OF OSCEOLA COUNTY

1200 VERMONT AVE
ST CLOUD,FL34769
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP 2,000

UTAH ASSOCIATION OF PUBLIC CHARTER SCHOOLS

PO BOX 576
AMERICAN FORK,UT84003
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 20,000

UTAH ASSOCIATION OF PUBLIC CHARTER SCHOOLS CONFERENCE

PO BOX 576
AMERICAN FORK,UT84003
N/A PC ADVERTISING AT CONFERENCE - SPONSORSHIP 2,500

UTAH EDUCATION FITS ALL FKA RISE UP FOR STUDENT SCHOLARSHIPS

300 E 11800 SOUTH
DRAPER,UT84020
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 10,000

WEST VIRGINIA FAMILIES UNITED FOR EDUCATION

2325 FLAT TOP EGERIA ROAD
FLAT TOP,WV25841
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 17,000

WICHITA INNOVATIVE SCHOOLS AND EDUCATORS INC

13100 W 13TH ST N
WICHITA,KS67235
N/A PC SUPPORT EDUCATION AWARENESS EVENTS 5,000
Total .................................right arrow 3a 1,016,370
bApproved for future payment
Total ................................. right arrow 3b 0
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          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 200,809  
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 ............
         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory     07 33,494  
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 234,303 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
234,303
(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.)
4 FUNDS ARE USED TO HELP PAY EXPENSES FOR PROGRAMS AND DAILY OPERATIONS
10 FUNDS ARE USED TO HELP PAY EXPENSES FOR PROGRAMS AND DAILY OPERATIONS
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
NATIONAL SCHOOL CHOICE AWARENESS
FOUNDATION INC
Employer identification number

87-2081402
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
NATIONAL SCHOOL CHOICE AWARENESS
FOUNDATION INC
Employer identification number
87-2081402
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
GLEASON FAMILY FOUNDATION
 
13981 BOWMAN ROAD
 
PINE GROVE, CA95665

$ 8,975,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
STAND TOGETHER TRUST
 
1320 N COURTHOUSE ROAD SUITE 500
 
ARLINGTON, VA22201

$ 97,870


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
NSCW MANAGEMENT INC
 
PO BOX 2140
 
ORANGE BEACH, AL36561

$ 6,500


(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
NATIONAL SCHOOL CHOICE AWARENESS
FOUNDATION INC
Employer identification number

87-2081402
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
NATIONAL SCHOOL CHOICE AWARENESS
FOUNDATION INC
Employer identification number

87-2081402
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


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TY 2023 DepreciationSchedule
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTERS 2022-03-31 2,807   SL 5.000000000000 561 0 561  
FULFILLMENT CENTER EQUIPMENT 2022-03-31 3,570   SL 5.000000000000 714 0 714  
FULFILLMENT CENTER EQUIPMENT 2024-02-22 7,805   SL 5.000000000000 130 0 130  

TY 2023 GeneralExplanationAttachment
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Identifier Return Reference Explanation
ICHRA PROGRAM FORM 990-PF, PAGE 6, PART VII, SECTION 2, COLUMN (E) NATIONAL SCHOOL CHOICE AWARENESS FOUNDATION, INC. (NSCAF) PROVIDES BENEFITS TO ITS EMPLOYEES THROUGH INDIVIDUAL COVERAGE HEALTH INSURANCE REIMBURSEMENT ARRANGEMENT (ICHRA), IN WHICH EMPLOYEES PAY FOR HEALTH INSUANCE THAT THEY PURCHASE ON THEIR OWN, AND NSCAF REIMBURSES THEM FOR SOME OR ALL OF THEIR HEALTH INSURANCE PREMIUMS.

TY 2023 InvestmentsGovtObligationsSch
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
US Government Securities - End of Year Book Value:

4,714,898
US Government Securities - End of Year Fair Market Value:

4,714,898
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 LandEtcSchedule2
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTERS 2,807 561 2,246 2,246
FULFILLMENT CENTER EQUIPMENT 3,570 714 2,856 2,856
FULFILLMENT CENTER EQUIPMENT 7,805 130 7,675 7,675


TY 2023 OtherAssetsSchedule
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OPERATING LEASE RIGHT-OF-USE ASSET   615,506 615,506


TY 2023 OtherExpensesSchedule
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT LABOR 1,326,833 0 232,898 1,093,935
DIRECT GENERAL PROGRAM EXPENSES 109,652 0 0 109,652
EQUIPMENT & SUPPLIES 82,188 0 0 82,188
FULFILLMENT CENTER 1,546,489 0 0 1,546,489
FUNDRAISING EXPENSES 76,365 0 0 76,365
INDIRECT GENERAL PROGRAM EXPENSES 9,548 0 0 9,548
INSURANCE 52,896 0 0 52,896
PARTNER ENGAGEMENT AND EVENTS 753,069 0 0 753,069
PROGRAM RESERVE ACCOUNTS 4,332 0 0 4,332
PUBLIC AWARENESS 958,913 0 0 958,913
SCHOOL & HOMESCHOOL RECRUITMENT 2,100 0 0 2,100
SOFTWARE, SUBSCRIPTIONS & TELECOMMUNICATIONS 187,979 0 0 187,979
WEBSITE & MARKETING 8,950 0 0 8,950


TY 2023 OtherLiabilitiesSchedule
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 0 615,506


TY 2023 SubstantialContributorsSch
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Name Address
GLEASON FAMILY FOUNDATION 13981 BOWMAN ROAD
PINE GROVE,CA95665


TY 2023 TaxesSchedule
Name:
NATIONAL SCHOOL CHOICE AWARENESS
 
FOUNDATION INC
EIN:
87-2081402
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 137,488 0 0 137,488
TAXES AND FEES 3,594 0 0 3,594