The Steppingstone Foundation 2010 AnnuAl RepoRt
Transcription
The Steppingstone Foundation 2010 AnnuAl RepoRt
The Steppingstone Foundation 2010 Annual Repo rt Contents 5 . Letter from the Founder Michael P. Danziger 6 . Letter from the Chairman Brian J. Conway 6 . Board of Directors 7 . Placement Schools 8 . About our Programs 10 . Colleges & Graduate Schools 11 . 2010 Gift Report 15 . Corporate Gifts 15 . Berylson Fund for Leadership Development 15 . Summer Opportunities Fund 16 . Financial Statements Twenty Years b 1990 1991 Schoolteacher Michael Danziger and entrepreneur John Simon admit 14 Scholars to the pilot class of The Steppingstone Scholars Program. 11 Scholars complete Steppingstone’s academic component and are admitted to seven placement schools. A n t o i n e T r ow e r s ’ 91 The Steppingstone Academy Antoine Trowers 1992 Six new placement schools added to make a total of 13 schools where Scholars are placed. Steppingstone’s headquarters move from Danzigers’ apartment to State Street office space. 1993 1994 L. G. Balfour Foundation makes five-year grant of $400,000. 40 Scholars admitted to The Scholars Program. is one of the 14 Scholars in Steppingstone’s pilot class. He graduated from Thayer Academy and earned a B.S. from Bryant University and an M.S. 199 D in management/marketing from University of Maryland, University College. Antoine currently works as a Direct Support professional at Sasha Bruce Youth Works in Washington, D. C., an organization which helps meet the urgent needs of at-risk youth and their families. He is married and the proud dad of a two-year-old son. ............. 1 1996 The Steppingstone Fellowship is created to enable recent college graduates to gain experience in teaching, admissions, and advising. C h e ry n B y r o n Steppingstone Mentor Cheryn Byron 1997 1998 1999 The Magnet Program is created to prepare Boston students for placement at the three exam schools. 18 Scholars are admitted to pilot class. The Steppingstone Scholars Program in Philadelphia is launched and a pilot class of 28 admitted. works at Phillips Healthcare as a Senior Field Marketing Manager. For the past year, she has mentored Rojae Rowe. 2000Cheryn chose to volunteer at The Steppingstone Academy’s SMASH (Saturday Mentoring and Study Hall) because of the value placed on quality education. She remarks, “Scholars are so appreciative of the mentors’ time and are eager to learn.” ............. 2001 Magnet and Scholars Programs merged to form The Steppingstone Academy; 98 Scholars admitted. Scholars in Boston pilot class graduate from college. R o j a e R ow e ’09 The Steppingstone Academy Rojae Rowe 2002 2003 2004 Saturday mentoring program expands to include study hall and is renamed SMASH (Saturday Mentoring and Study Hall). Steppingstone receives $1 million grant from the Richard and Susan Smith Family Foundation, making it the first gift received of that magnitude. Steppingstone launches Campaign for Growth to raise $15 million to support program expansion. is an eighth grader at Boston Latin Academy and an honor roll student. Rojae meets with Cheryn on Saturday mornings 200 D during the school year, and says he truly enjoys spending time with her at SMASH, finetuning his math skills. He wants to be an engineer and attend MIT. ............. 2006 The Steppingstone Academy admits 152 Scholars. The pilot class in Philadelphia graduates from high school. The Steppingstone Academy Hartford is launched in partnership with the Hartford Youth Scholars Foundation. M i r ay Y i l d i z College Success Academy, Class 1 Miray Yildiz 2007 2008 National Partnership for Educational Access (NPEA) is created. Jamilah Ryan ’95D is the first Scholar Alumna to teach at Steppingstone. McLane Fund is established with a $1 million gift from TA Associates’ Managing Directors to honor partner Andy McLane and support placement at boarding schools. Campaign for Growth raises $19 million. is a member of the inaugural class of the College Success Academy. She attends fifth grade at the Edison K8 School 2009 in Brighton. Miray’s parents emigrated from Turkey because of the educational opportunities available to their daughter, and to women in general, in the United States. Miray loves reading, making new friends at CSA, and teaching her dad English. She wants to be a doctor. ............. 2010 2011 Steppingstone’s first class in Philadelphia graduates from college. The Steppingstone Academy in Boston serves 1,000 Scholars in grades five through 12. The College Success Academy (CSA) is launched in two Boston public K8 schools, the Edison and the Jackson/Mann. When I look at the accomplishments on the timeline on the previous pages, I am humbled by all of the work that the Scholars, their families, and the staff have done, grateful for every bit of advice and support I’ve gotten along the way, and inspired to make the next 20 years even better. In 1990, the faculty consisted of John Simon and myself, and there were 14 Scholars in the pilot class. Now, The Steppingstone Academy serves more than 1,400 Scholars in Boston, we have affiliates serving several hundred Scholars in Philadelphia and Hartford, and we’ve launched the National Partnership for Educational Access, whose member organizations collectively serve more than 100,000 underserved students across the country. Just last July, we launched the College Success Academy, which has the potential to help countless public school students in Boston and beyond. Our growth has outpaced our wildest ambitions, but only because we’ve received more support than we could ever have imagined. Behind each notch on the timeline lie innumerable stories. These tales include the heroic work of Scholars, the heartfelt generosity of donors, and the perseverance and patience of mentors. Every day, for two decades, a myriad of people have quietly but purposefully committed themselves to the vision that with proper preparation and support, and a lot of hard work, any student can go to college and succeed. While the 20-year mark is a good time to reflect and give thanks for all that has happened so far, we are as passionate as ever to find new ways to help those students who have the will to earn educational opportunities that lead to a four-year college degree. We are particularly excited to be in a position to offer Steppingstone’s academic and support services to more underserved students in the Boston Public Schools. At every milestone, know that I am acutely aware and grateful that none of what we have accomplished would be possible without your support. I can’t wait for us to start filling in the next timeline. Michael P. Danziger Founder and CEO The Steppingstone Foundation Letter from the Founder ............. 5 While it is impossible to capture Steppingstone’s first 20 years of life on a few pages, the timeline in the preceding pages features some of its most celebrated accomplishments. By tracing these highlights, you will note the rise in the number of Boston students Steppingstone has been able to serve, the building of affiliate programs in Hartford and Philadelphia, and the launch of the National Partnership for Educational Access (NPEA) which supports programs dedicated to college access for underserved students. The ink is not even dry on the last timeline entry reflecting the creation of the College Success Academy in Boston last July. None of this progress could have occurred without your critical support. Your steadfast belief in Steppingstone’s mission has enabled the Board to chart Steppingstone’s course for the future. Steppingstone Scholars have had great success graduating from four-year colleges, and as larger classes come through the program, we want to ensure that future Scholars have the same opportunity. As a result of last year’s strategic plan, Steppingstone has restructured The Steppingstone Academy’s support services component to include college services, ensuring that Scholars transition successfully to college and earn a degree. Services include summer bridge workshops, on-going financial aid advising, and College Coaches, a program matching Scholars in their first year of college with older Scholars attending their school. We are also bringing NPEA member programs together regionally to collaborate, share best practices, and create a college pipeline within their communities, beginning in Boston. Perhaps Steppingstone’s most notable recent expansion is the launch of a new initiative, based in the Boston Public Schools, called the College Success Academy. Last July, Mayor Menino helped kick-off the program, as the inaugural 46 Scholars buckled down to start their collegebound journey. I give those diligent rising fifthgraders tremendous credit, but I also give you a heartfelt thank you. These Scholars will spend five summers and four academic years after school in classes, fortifying what they learn in their regular Boston Public School curriculum, while benefiting from the Steppingstone culture of hard work, high expectations, and high achievement. Once these Scholars are in their Boston public high schools, they will receive the same quality college counseling and financial aid assistance, college tours, and socio-emotional support that the Scholars from The Steppingstone Academy receive. We quite literally couldn’t provide them with this path to college without you. On behalf of the 1,400 Steppingstone Scholars headed back to school, ranging from a fifth-grade classroom in Brighton to a college senior seminar in Cambridge, thank you for your generous support. The Steppingstone Foundation Board of Directors Amy Smith Berylson Chuck Brizius Robert Clagett Brian Conway, Chairman Michael P. Danziger Bart Epker Richard Friedman Andrew Hahn William Helman Allison Johnson Isabelle Loring Dr. Richard I. Melvoin A. Peter Monaco, Jr. Karl W. Reid, Ed.D. Brent E. Shay John G. Simon John S. Weinberg Christina Wing-O’Donnell Brian J. Conway Chairman The Steppingstone Foundation Letter from the Chairman 6 . . . . . . ....... Steppingstone Placement Schools Boston Philadelphia Beaver Country Day School Belmont Day School Belmont Hill School Boston College High School Boston Latin Academy Boston Latin School Boston Trinity Academy Boston University Academy Brimmer and May School Buckingham Browne & Nichols Cambridge School of Weston Commonwealth School Concord Academy Dana Hall School Dedham Country Day School Deerfield Academy Derby Academy Dexter School Fay School The Fessenden School The Governor’s Academy Holderness School The Meadowbrook School of Weston Milton Academy Newton Country Day School Noble and Greenough School John D. O’Bryant School The Park School Phillips Academy Phillips Exeter Academy The Rivers School The Roxbury Latin School Shady Hill School St. Mark’s School St. Paul’s School St. Sebastian’s School Southfield School Thayer Academy The Winsor School Xaverian Brothers High School Abington Friends School Academy of Notre Dame de Namur The Agnes Irwin School The Baldwin School Chestnut Hill Academy Church Farm School The Episcopal Academy Friends’ Central School Friends Select School Germantown Academy Germantown Friends School Gesu School Girard College Greene Street Friends School The Haverford School The Julia R. Masterman School Philadelphia High School for Girls The Philadelphia School St. Peter’s School The Shipley School Springside School Westtown School William Penn Charter School Hartford Avon Old Farms Berkshire School Buxton School Chatham Hall The Ethel Walker School Kent School The Loomis Chaffee School The Madeira School Marianapolis Preparatory School The Master’s School Miss Porter’s School Northwest Catholic High School Peddie School Pomfret School Renbrook School Salisbury School Stuart Hall School Suffield Academy The Taft School Watkinson School Westminster School Westover School The Williston Northampton School 7 Since 1990, The Steppingstone Foundation has successfully prepared hundreds of underserved schoolchildren for educational opportunities that lead to college success. Year after year, the Scholars’ accomplishments show that with the right combination of high expectations and meaningful support, children who are willing to work hard can reach their potential and make their college aspirations a reality, regardless of circumstance. Steppingstone programs in Boston, Philadelphia, and Hartford set underserved students on the path to college by preparing them to get into and succeed at top college-preparatory schools in middle and high school. Once admitted, Scholars participate in an intensive course of academic preparation that begins with a six-week summer session, continues during the school year with classes after school and on Saturdays, and concludes with a second summer session. Scholars preparing for ninth-grade placement have a longer academic program. The rigorous curriculum prepares Scholars for the challenges of getting into and excelling at top independent and public exam schools. Steppingstone also works closely with Scholars and their families on all aspects of the independent and public exam school admissions process, from choosing the right school, to applying for financial aid. But Steppingstone doesn’t end there. Steppingstone makes a long-term commitment to Scholars, providing a comprehensive slate of support services during middle school, high school, and college to ensure that they thrive in their new schools, ultimately graduating from high school and four-year colleges. 8 The Steppingstone Academy in Boston prepares fifth-, sixth-, and seventhgrade students to get into and succeed at Boston’s top independent and public exam schools in the sixth, seventh, and ninth grades, respectively. In 2010, The Steppingstone Academy served more than 1,000 Scholars in grades five through 12 and 300 Alumni Scholars in college. Of the Scholars who complete the academic component, 90% gain admission to an independent or public exam school, 99% graduate from high school, and 91% enroll at four-year colleges. 80% of the Scholars who enrolled at four-year colleges earned a degree within six years. Since its inception in 1997, The Steppingstone Scholars Program in Philadelphia has prepared more than 350 underserved fifth-grade students for admission to selective independent schools in the sixth grade. In 2010, the program achieved a significant milestone when the first Scholars from the pilot class graduated from college. Since 2005, The Steppingstone Academy Hartford has prepared highly motivated Hartford students for admission to Connecticut’s top independent schools in the ninth grade. In 2010, The Steppingstone Academy Hartford provided academic preparation to 47 rising seventh-, eighth-, and ninth-grade students, serving more than 100 Scholars in grades seven through 10. In addition, 100% of the Scholars who completed the academic preparation component are on track to graduate from high school. Created in 2007, the National Partnership for Educational Access (NPEA) is a membership association for programs committed to increasing educational opportunities for motivated underserved students across the United States. NPEA currently has more than 180 members, representing 29 states and collectively serving more than 100,000 students across the country. NPEA is dedicated to promoting quality, success, and growth among member organizations, partner schools, and communities committed to educational access. Members include school and non-school based programs, charter schools, independent schools, higher education institutions, and other nonprofit programs. In the fall of 2010, Steppingstone began recruiting the first Scholars to participate in its newest initiative, the College Success Academy, based in the Edison and Jackson/Mann K8 Schools in Brighton. Modeled after the academic preparation and support services components of The Steppingstone Academy, the College Success Academy provides middle-grade students in Boston public schools with a rigorous after-school and summer academic program spanning five years, followed by support services through high school and college. The pilot class of 46 Scholars began its first summer session in July 2011. About our Programs ............. 9 Clockwise from top left: NPEA hosts a college tour; and summer classes at The Steppingstone Academy and the College Success Academy Next Steps Colleges Steppingstone Scholars have graduated from the following colleges and universities: 10 Amherst College (2) Babson College (4) Barnard College (2) Bates College Becker College Boston College (11) Boston University (12) Bowdoin College (4) Brandeis University Brown University (6) Bryant University Carnegie Mellon University Cheyney College The Citadel Military College Clark University (2) Clarkson University Colby College College of the Holy Cross (3) Columbia College, Chicago Columbia College, SC Columbia University (6) Connecticut College (2) Curry College Dartmouth College (4) Duke University Fisk University Fitchburg State College Florida A&M University Fordham University (4) Framingham State University George Washington University (4) Georgetown University (2) Georgia Institute of Technology Gordon College Hamilton College (3) Hampshire College Hampton University (4) Harvard College (9) Howard University Johns Hopkins University Johnson & Wales University (2) Lasell College (2) Maine Maritime Academy Manhattan College Massachusetts College of Art & Design (2) Massachusetts College of Pharmacy and Health Science Massachusetts Institute of Technology Middlebury College New York University Northeastern University (11) Pennsylvania State University Pine Manor College (4) Providence College Regis College Rensselaer Polytechnic Institute Rhode Island School of Design Salem State College (2) Savannah College of Art & Design Simmons College (2) Southern Connecticut State University Spelman College (6) Springfield College St. Francis College Stanford University Stonehill College Syracuse University (4) Temple University (5) Trinity College, CT (2) Trinity College, D.C. Tufts University (6) Union College University of California, Berkeley University of California, Davis University of Connecticut University of Massachusetts Amherst (13) Boston (8) Lowell University of New Hampshire University of North Carolina, Chapel Hill University of Pennsylvania (4) University of Rhode Island (2) University of Richmond University of Rochester University of Southern California (2) University of Vermont & State Agriculture University of Virginia Wagner College Wellesley College (2) Wentworth Institute of Technology Wesleyan University (2) Williams College (3) Yale College (6) Graduate Schools Steppingstone Scholars have graduated from the following graduate schools: American Intercontinental University School of Business Boston College Graduate School of Arts and Sciences Boston University School of Communications Boston University Law School Boston University College of Fine Arts Boston University School of Management Mailman School of Public Health, Columbia University Weill Cornell Medical College, Cornell University Rollins School of Public Health of Emory University Fordham University Graduate School of Education The French Culinary Institute The George Washington University School of Public Health & Health Services Mercy College Northeastern University Kellogg School of Management, Northwestern University Sacred Heart University Isabelle Farrington School of Education Simmons College School of Arts, Sciences & Professional Studies Springfield College Suffolk University Law School (2) Syracuse University Graduate School of African American Studies Syracuse University College of Arts & Sciences Fletcher School of Law & Diplomacy Tufts University University of Baltimore Yale Gordon College of Liberal Arts University of California, Berkeley School of Public Health School of Social Welfare, University of California, Berkeley University of Chicago School of Social Service Administration University of Chicago School of Sociology University of Maryland, University College University of Massachusetts, Amherst Department of Mathematics & Statistics University of Massachusetts, Boston, College of Education & Human Development University of Massachusetts, Boston, College of Liberal Arts University of Massachusetts Medical School University of Pennsylvania Graduate School of Education University of Virginia Department of English University of Wisconsin-Madison School of Education H Denotes donors who have made gifts P. Andrews & Linda H. McLane for at least 20 consecutive years. Sarah & Peter Monaco D Kristin & Stephen Mugford F Denotes donors who have made gifts F F D Marion & David Mussafer for at least 10 consecutive years. James & Kimberly Pallotta D Denotes donors who have made gifts Randa & Michael Pehl for at least 5 consecutive years. The Plymouth Rock Foundation D F Stephanie & Adam Rogers V Denotes donors who have made gifts Brent Edward Shay for at least 3 consecutive years. F H John & Susan Simon Christine & Robert Small FOUNDERS’ CIRCLE $50,000+ State Street Foundation Jennifer & Seth Stier D Carolyn & Ken Swan Anonymous F (2 Gifts) Charlotte R. Cramer Wagner & Anonymous D Herbert S. Wagner, III Anonymous (2 Gifts) Amanda & John Waldron L.G. Balfour Foundation Amy & John Weinberg Jenny & Sandy Weymouth/ H Mrs. Leonard Block Betsy & Michael Danziger H D Connie & Sankey Williams H Nancy & Richard Friedman Thomas O’Donnell & Christina Wing- D Foundation D Joanna & Jon Jacobson O’Donnell/The Karen Wing Family Liberty Mutual Foundation, Inc. V Charitable Foundation Holly McGrath & David Bruce D Medha Sinha & Arthur G. Epker III F Capital Partners Scholars’ Society $5,000 to $9,999 The Tudor Foundation, Inc. President’s CIRCLE $10,000 to $49,999 Pamela & Bear Albright F Mr. & Mrs. James A. Block Deb & John Brennan/Hunt Street Fund H Anonymous V Anonymous V Bushrod H. Campbell and Adah F. Hall Abrams Foundation Mrs. Peter H. O. Claudy Bain Capital Children’s Charity LTD F Constance B. Coburn & F Bank of America Charitable Foundation Charity Fund D Anonymous (2 Gifts) F D James D. Houghton The Cosette Charitable Fund Anita & Josh Bekenstein John G. & Amy Smith Berylson C. Hunter Boll D Gwill York & Paul Maeder/Highland D Isabelle & Ian Loring Hess Foundation Harold Whitworth Pierce Charitable Trust The Ford Foundation J. C. Kellogg V F Kerrie & James Coughlin F D D Mr. & Mrs. F. Michael Danziger F Kate & Chuck Brizius H Margot & Jon Davis Boston Red Sox Foundation Deanna & Tony DiNovi F John & Stephanie Connaughton F V Sadhana & Rick Downs D Brian & Karen Conway Gretchen Effgen & Anthony Schweizer David & Victoria Croll Jennifer Mugar Flaherty & Peter G. Flaherty II F F Peggy & Richard Danziger Dean Welfare Trust Kate & Tom Gilbane H V Kaia & Jonathan Goldstein D Denise M. Dupré & Mark E. Nunnelly Elizabeth L. Johnson F V D Karen Kames & Christopher Gaffney 2010 Gift Report V V Mary Beth & Adam Kirsch F D Martha Mugar Marsha & Justin Perreault ............. Emilie & Richard Powers Jeanne & Bob Savitt Eastern Bank Charitable Foundation Sandy & Paul Edgerley John & Laura Fisher V Pixley & Kenneth Schiciano H F Suzie Tapson & Gordon Burnes Charles Hayden Foundation Mr. & Mrs. Amos B. Hostetter, Jr. Kim Hsu-Barber & Jeffrey Barber Olga & Scott Jaeckel 11 F D Benefactors $1,000 to $4,999 D V F Allison & Edward Johnson Anonymous F D JPMorgan Chase Foundation Anonymous (2 Gifts) The Esther A. & Joseph Klingenstein The Sidney & Beatrice Albert Foundation Fund Inc. Nichole & Richard Aldrich/RA Capital H D Mike Krupka & Anne Kubik Associates Jeffrey B. & Janet Larson/The Larson Marlena & George Alex Family Foundation The Alperin/Hirsch Family Foundation D Linde Family Foundation Joe Amsler V Anne R. Lovett & Stephen G. Woodsum F Kristen & James Atwood Laura & Scott Malkin Jill & John Avery Libby & Jeff Mallon/Kahn Charitable Elyse & Bruce Balder Foundation Beth & Max Bardeen Tristin & Martin Mannion F Mass 2020 Foundation, Inc. V Meg & Tomas Bergstrand Timothy C. & Patricia W. Blank D V Jonathan Block & Secondary School Admission Test Board, Inc. D Jennifer Berylson Block Ellen & Steve Segal D Amy & Ben Bloomstone Amanda & Petko Dimitrov F The Shane Foundation Rick & Nonnie Burnes/Butler’s Hole Fund F Robert Dolliver V Barbara & Ed Shapiro Susan Busch F Beth Duggan Tyler Chapman Janice L. Sherman & Robert G. Segel Robert Chen Lori & Matthew Sidman John M. Cohen, M.D. D D D Louise B. & Edgar M. Cullman Foundation F F David M. & Sheena Danziger D Lee & Jack Englert Hillary & Carlo VonSchroeter Michael Flaherty Eve Waterfall & Claire Walton Bryan Flynn F Debra & Steven French Family Foundation Kelly & Michael Glew F Leslie & Stan Godoff F Holly Grace & Kris Kahn Donald & Martha Greenhalgh Patrons $250 to $999 Elizabeth & Andrew Hahn Chinita & Michael Hard Lynn & James Gilbert Anonymous (2 Gifts) F Rebecca & Michael Gamzon Sandy & Dozier Gardner Jennifer Akins D Cynthia A. Harmon V H V V Catherine & Lionel Harris Martina Albright & Jon Bernstein D F Elizabeth Gulliver Joan FitzGerald V F Danielle & André Heard Beth Gilbert-Bono & Mark Bono Dave Alexander Katie Hendricks Tricia & John Glass Mark & Kathy Alperin Tamara & Peter Hermann Eric Andrew ‘94 Susan & Robert Hermanos Nancy & Edward Guleserian Jessica & David Aronoff Joan G. Howland & William J. Webber The Guthrie Family Foundation Mr. & Mrs. George F. Baldino Lisa & Ben Humphreys Ashley & Jamie Harmon Robert P. Ball Julie & Kevin Hayes Carol & Brett Batchelder Sufia & Yasin Jamal Anna & Jim Beakey Jaques & Company Elizabeth & Coleman Benedict Community Foundation of Southeastern Pam & William Holding Lawrence B. Benenson Beth & Jim Holzman Adam Benson Fund Skip Hughes & Barry Tubman Fred & Tricia Bentley Virginia Hutcheson Sheri E. Berman & Gideon Rose/ Fleur & Richard Hynes The Baobab Fund V Allison & Matthew Godoff Blair & Jacqueline Hendrix Sandra & William Herman Jill & Robert Inches D D F Jessica & Jonathan Hyde F Mr. & Mrs. Edward C. Johnson 3d F Char Joslin & Les Cheek D Evelyn J. Junge Mary & Seth Kaufman V Dr. William Boyd & Ms. Deborah Blish V Massachusetts - Hope and David Jeffrey Megan & Ted Johnson Kate Bolland Ann Jenkins & Bart Bussink V Julia & Peter Johannsen Charitable Fund H Kathryn & John Boger V Susan & Brian Kavoogian Pamela & Jim Broderick Demos Kouvaris V Charlotte & Charlie Kline V Tania & Gordon Kluzak F Louise Totten Knabe F Kathryn & Chuck Brown Oliver Kramer Liese & David Brown Michelle LaManque Carolyn Lattin & Venkat Venkatraman Amanda & Jeff Burton JoAnna & Richard Levitan Katie & Paul Buttenwieser Robby & Geoffrey Levy JR Lederer & Jessica Calagione Mr. & Mrs. Jon R. Lind The Longfield Family Foundation, Inc. Ric Calvillo Melissa & William Lyons Kristin & Joseph Casey Andrea & John J. Mackey Clemmie & James Cash Rob & Melissa Madden Susanne & Vincent Chiang Kristen Madden & Greg Lauze Teresa & Douglas Chope Sandeep Madhavan Stephanie & Matthew Kadnar D Jamie & Cynthia Kempner Kate Lubin & Glen Sutton Sarah & Robert Bua/The Holbrook Foundation Mr. & Mrs. Warren H. Burroughs, Jr. D David Meixner Barbara & Richard Melvoin F Rebecca Melvoin/Melvoin Foundation Alison & William Monaghan Jim & Lisa Mooney Kelley Murphy D D Rona & Randy Nelson Erica & Edward Pappendick Gerard & Lisa Marie Phelan D F Amanda Marsh & Jeremy Bass V Mr. & Mrs. Carmine Martignetti The Connors Family Foundation Pam & Stuart Mathews Nan & Lee Corbin Bailey McCool V V Jeff & Christine McCormick Hope & Louis Crosier Alfred J. McGuire Doreen & John McLaughlin F Gary & Sharon Curhan Suzie McManmon F Judy Ryerson & Keld Agnar Caroline Curtis Maurice & Luly Samuels Katie Danziger & Steven G. Horowitz F Anne & Colin McNay Katie & Mark McWeeny H Victoria Moskowitz & Lee Glickenhaus Lauren & Drew Davis Jane & Linton Moulding Katherine Davis Laura & Greg Mulready Jeffrey P. Davis V F Carl Martignetti Jeanne & Richard Press Caterina & Dan Schwinn F Mr. & Mrs. Caleb F. Collins Lindy & Chris Crawford V Marjorie & Daniel Levin Benjamin Coll Andrew Plimpton Rebecca & Mark Scheier F Francis & Donna Maher Teisha Covino F Mr. & Mrs. David S. Lee Anna & Stanley Leonard Jim & Sarah Ann Mahoney Caroline D. Leto Jean Weinberg Rose & Jeff Rose Marilla & Rhodri Lane Robert Clagett Jessica Courtney V D Alberta Chu & Murray Robinson Kristin & Terry Connell V Laura & Steve Peck Mr. & Mrs. Stephen J. Pellegrino D D Kathryn Jigarjian James E. Boasberg F Emily Israel & Drew Pluhar 12 F Deborah Glotzer Sara L. Wragge Mark & Janelle Fisher V Jessica Fidgeon & Boris Pluskowski Joanne Witty & Eugene Keilin V F V Anne & George Favaloro Laurel & Ken Ferretti Michael & Barbara Eisenson The Fieldstone Foundation F Antra & Elliott Thrasher F F V V Barbara & John Emery D Bruce Breimer & Lorna Doran David Fish H Linda Wisnewski & William Collatos V F Third Sector New England Marilee Wheeler Laura DeBonis & Scott Nathan Betsy & Rick Edie Epstein/Carver Family Foundation Donna & Richard Tadler Rick Curtis/Curtis Liquors Hilary & Baily Dent Esther Simon Charitable Trust V Jennifer & John Eielson Astrid & Marco Sturm Tom & Line Corcoran Lisa & Todd Cronan D V Abby Sosland & Mark Goodman Wendy & Travis Connors Kim & Drew Conway F D Nancy & Peter Drake Stefani & Leonard Shavel Christensen-Dunn Early Foundations Fund F Ted & Coleen Dinneen Kristine & Ned Shadek D Dick & Maryellen Denning Rob & Dubs Dickey Joseph Senna Katie & Donald Bramley Bill & Barbara Burgess V Regan Murphy & Shihwan Chung Cynthia Nguy ‘97 V Leah Berk Amy Fischer F Brian & Susan Berube Maddie & Jake Fiumara Katie & Craig Nicholson Sheila Bogan Barbara Flanagan Silvia Nunez & Christian Patti Lois Bonsu ‘93 David Flynn Jon O’Donnell Clair Bowers Lauren Fontenot & Tim Bottomley Nikki Occhino Jill Bradley Sarah & Charlie Forbes Kenley Bradstreet Caroline & Matthew Foscato Mr. & Mrs. Christopher Painter Meghan Brahm Elizabeth & D. 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Root Robert F. Shapiro, Jr. V F Bruce Chafee Douglas Garde Raya Gildor F Constance Gilson V Johanna Gordon Andrew Gorgone Liz Lyons & Jesse Shaw Jane & Craig Chapman Douglas Shinn Hillary & Jason Chapman Mark R. Simmons, Jr. Catherine Cheetham Molly Graham Jennifer & Tom Sleeper Stuart Cherande-Friedman Carol & Zander Grant Linda Chin Michael Grant Emily Smith Nick Clark Lisa Grodsky Susan & Joseph Stamler Alex Cline Julie Guerra Carol & Howard Stoner Dimitri Cohen Jennifer Guire Shannon Stowell Adam Cohen Martha Hack Paul Strigler Dr. Dennis N. Cohen Stuart Hack Arzu Tarimcilar Samantha Cohen Betty Hale Sandra & Bob Taylor Joanna Confalone Lynne & Michael Taylor Timothy Connell Eliza Thomas Julia Cook & Peter Edgerly Jacqueline Hamilton Laura Tomaseth & David Beardsley Peter Corbett James Hamilton Thalia C. Tringo Katherine Coyne Tucker & Margie Hamlin Hope Turner Harley & William Creelman Mike & Leslie Hammer Matthew Slovik D D Robert Gould Julia Halleran V Maura Halloran D F Natasha Velickovic ’91 Sarah Curley The Hand of Synthetic Biology Veritas Tutors, LLC Amy & Ethan d’Ablemont Burnes Kristen Hansen Julia & Thomas Vitullo-Martin Melanie Damsker Kristin Harman David Wendell Erica Davis Tilesy Harrington Rocking Horse Trail Foundation Brooke Davis & Chris Hogan Coliliuy Harrison Jessamine Wigfall V D Caitlin Day-Lewis Baron Hartley Mary & Charles DeBare Emily & Thomas Haslett Elena Del Alamo Mr. & Mrs. George Hatsopoulos Raymond Wu Sherry Delosh Robert F. Hayes Rae & Charlie Yoon Andrew Demakes Nancy Hayes Charles Devens III Marcus Haymon ‘95 Erin & Greg Devine Christina Heanue & Andy Pecora Denise DiFiglia Jada Hebra Dimitri Dimakis Rena & Rick Hedeman Peter & Kendra Wilde Kate & Hamilton Wood V Friends up to $249 Anonymous (8 Gifts) Margaret Dinan Harris Allen Laurie B. Donahoe Ashley Amo Sherry Dong Gavie Heller Karen Anderson V F Katherine D. Hein, M.D. F Ayres Heller V Abe Donner Stephanie Hendricks Richard M. Anderson Roodly Dorleans Polly & Prentiss Higgins Kimberly Apfelbaum Betsy & Andy Doyle Chanda K. Ho, M.D. Andrew Dresner Linda Hofmann Kimberlee Bachman Christine Driscoll Richmond Holden Andus Baker Sarah Dussault Elizabeth Holmes Brian Bano Lindsey Duthurie Robert Hower Lindsay Barnett Matthew Emans Aaron Bates Sharon & Stephen Engler Alex Baumbach Caroline Erisman Kousha Bautista-Saeyan ‘98 Anne Marie & Alexandros Evrivriades Heather Bello Armaghan Farooq Emily Belyea John Faubert & Elizabeth Pratt Victoria Bendetson James R. Faust J.P. Jacquet ‘95 Kate Bergmann Constance & Frederick Fayen David & Mary Johanson Paul Archibald V Tobey & Mark Fidler Julia Hoyt D Denise & John Hull Taz Hussein V F Teresa Imhoff Joseph Impellizeri V F F Andrew Ivey V F 13 Joel Johnson Katelyn Mensi Elinor Yudin Sachse Jennifer Johnson Anne Mercogliano Anja Saloranta Stormy Johnson Shane Merriweather Daniela Saltzman Brian Jones Rebecca Meyer Janak Sanariya Jenifer Jordan Karen Meyers & Jay Zagorsky Audrey & Joel Schaefer Drs. William & Carolyn Kaelin Marjorie Mitchell Karyn Scheier & Stan Dolberg Marla Kaplan Kelly Monaco Maria Schiff & Michael Cooperman Kathryn Kargman Alex Moore Margaret Schoelwer Joy Katz Robert Moore Rebecca Schulman & William Havemeyer Lauren Kaye Mimi Moore Margot Kearney V Peter A. 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Singer Mary Sheehan V Timothy Sheehy Nina Sheff D Antony Sheriff Jane Shiverick Claudia Silva F V Dr. Richard Silverman Vicki & Northrup Knox Mary New Catherine & Douglas Knuth Max Nibert Joy Kogut ‘96 Arndt Nicklisch Cliff Lasser & Elizabeth Adams Lasser Nathan Nunley Laura Moberg Lavoie & Brian Lavoie Michelle O’Brien John Smiroldo Pam & Nicholas Lazares Jennifer Leisman V V V D V Chrissy & Niko Skiadas V V Katya Skoufalos Jason Skypeck Ryan O’Connor Camille Smith Leah O’Donnell Kelly Sollinger Megan O’Donoghue Kenneth Souleotis Arthur Stanton Joseph Leopold Caitlin O’Hara & Nick Mannella Marlly Lerner Thomas L. P. O’Donnell Emily Leventhal Michael Okoli ‘99 Carolyn & Mike Stone Danielle Levine Erik Olsen Nan Stone Tyler Lewis Abbey & Christopher Orski Christopher Stoner Anne Lewis Danielle Ostrowsky Jenn Studaker & Muideen Ogunmola Charlotte Lewis Quannah Parker-McGowan & Conor Green John Switchenko Ellen & Thomas Payzant Rhoda & Kemon Taschioglou Julie Lewis Wendy Pearre Matthew Tedeschi Libbey-Clarke Family Fund Elizabeth J. Peavy Elizabeth Lima Virginia Pedroletti Anne Tiffin Heather Long Audra Peek Rachel Tilney Giuliana Loukas Nara Peou Kim & Christian Tosi Suzanne Lubell Katie & David Petersen Maryann Walsh Tosi & Christian A. Tosi Rich Lufkin Robyn Piasecki & Dennis O’Donnell Mark A. Tracy Sara Lybeck Marc Piccuirro Kevin Tran ‘94 Jennifer Lewis & Christopher Buell V Emmett Lyman Karen Pick William T. Lynch & Ingrid G. Larson F F Taylor Stevens & Peter McIntire V Rebecca & Kevin Tidmarsh F V D D Erica Tremblay Diane & Frank Trunzo Wendy & Chip Pierce V Lisa & Richard Tucker Ken MacLaurin Morgan W. Pierson Vivien Mallick Kate & Hendon Pingeon Nancy & W. Anthony Ullman Holly Maloney Ellen & Keith Plapinger Annie Valva Francine & Allen Maltz F Heather & Sean Ploen Elizabeth Vassallo Kevin Plummer Megan Vassallo Thomas Poaps Cassandra Velazquez Kate Pokorny Michele Velchik Ashley Marlenga Allison & Robert Popeo Jane Ventrone Susan & Bob Marren Diane Popeo Tran Vu ‘00 Ellen Powers Alyson Walker Caitlin Prendergast Kathleen & Keith Wallace Leo Marshall Allison Price Timothy Wang & Gregg McCarty Wang Elizabeth Martin Anne & Stuart Randle David & Gwen Wanger Andrea Martinez Ashley Randlett Elizabeth Ward Vicki Massaroni Elizabeth Ratto & Roy Y. Liu Jennifer Weingarden Geoff Mathison Natalie Rebot Megan Wells-Jamieson & Scott Stevens John Reece David Whelan Shontel McAlpine Paul Reed Donna White Victoria & James McCarthy Elizabeth Resor Annette P. Wilton Katherine McCord Lorraine Reynolds Samantha Witkes Kate McCusker Leslie Riedel & Scott Friend/ Joyce & Terry McDonough Elizabeth McEvoy Susanne & Chad Robertson Suzanne Worden & Stephen Farley Struan Robertson Lisa Zannella Adriana Rojas G. Jeri Zeder & Joseph Pato Hillary Rose Amy & Alex Zengo Doreen McGuire Melissa Rubin Karen Zweig Caroline McLinen Gail Ryan Sven Meier John Ryan Elizabeth Mensi Alice & Herbert Sachs Shari Malyn & Jonathan Abbott D Kristen Mangelinkx Laura Mangurian 14 Lisa Schulz & George Mandt V Kate Keller Andrew H. Cohn & Marcia Leavitt F V Clayton Marsh Kim Marshall V V F Peter & Porter May V Tricia & Geoffrey McGean F Anne McGowan Molly McGuinness & Jon Gistis V Harris Family Foundation D Kristen Wolf F Josh Wolman This report is accurate to the best of our knowledge. We sincerely apologize for any error or omission. Steppingstone would like to thank the following corporations for their generous support. Gifts were made to Steppingstone in honor of the following individuals: BB&N Class of 1997 Steppingstone Scholars $5,000+ Donavan Brown ‘95 Chase Brown Phillips The Charles Hotel Carnegie Communications’ clients Di Santo Design Abby Drew Cohen UP TO $4,999 Sarah Conrad Barb & Rob Cunningham Richard Eckel Allegra Print & Imaging Kelly Glew America’s Growth Capital Lynne & Robert Golden Aspen Tech, Inc. William Helman Barefoot Wine & Bubbly Allison Johnson Belmont Day School Isabelle Loring Biltmore Grill Erika & Lauren Mandt Boston Bruins Doreen & John McLaughlin Boston Center for Adult Education Anne & Jeff Mitchell Carnegie Communications The Moreno Family Carney, Sandoe & Associates Virginia & Michele Mulhern Castanea Partners Kate Nielson Cynthia Rowley Deborah Robinson Derby Academy Lauren Rossi First Act, Inc. Allison Savage Four Seasons Hotel, Boston Brent Shay Friel Golf Management, Co. Aleksandr & Laura Forsberg White Hingham Savings Bank ilexDesigns Jen Hawkins Events Gifts were made to Steppingstone in memory of the following individuals: Katie Wilton Peterson Kimberly McMahon Ed Dombrowski La Campania John Solomon Lindt & Sprungli LuxLash Mandarin Oriental Hotel, Boston Gifts were made to Steppingstone in honor of the weddings of: Mepal Manor OMBE, Kristen Foresta OMBE, Lisa Grodsky OMBE, Rachel Lappen OMBE, Kristen Lutz The Park School Parthenon Group Post 390 Publick House Samuel Adams Simplicity Chef The Knot The Ritz-Carlton, Boston Tie Your Apron Top of the Hub Vineyard Vines Wachusett Mountain Westin Copley Place Wine Bottega Winston Flowers Xaverian Brothers High School Steppingstone would like to thank the following corporations for their matching gifts: Anonymous Bank of America Foundation BNY Mellon Computer Associates Grantham, Mayo, Van Otterloo & Co. LLC Pamet Capital Wells Fargo Foundation Jennifer Berylson & Jon Block Rebecca Berman & Franklin Huang We are so grateful to these couples for suggesting Steppingstone to their friends and family and for their generous support. Thank you to SSATB which selected Steppingstone for its community service project at its annual conference. SSATB members surpassed their goal and raised $4,000 dollars to help send 30 Scholars on their next tour to colleges in western Massachusetts and upstate New York. Berylson Fund for Leadership Development Recognizing that attracting and retaining staff is a key issue for not-for-profits, Amy Smith Berylson and John Berylson established The Berylson Fund for Leadership Development to provide Steppingstone’s leadership staff with the opportunity to engage in high-level professional development opportunities in order to best serve the needs of a growing organization. The Berylson Fund has supported the design and implementation of an employee evaluation system to increase performance, motivation, and job satisfaction. We are grateful for the Berylsons’ thoughtful and generous investment in Steppingstone’s future. Summer Opportunities Fund There are many summer programs that provide students with experience or academic skills that encourage them to grow outside of the classroom, as well as help them stand out from the college applicant pool. In 2006, The Steppingstone Foundation created the Summer Opportunities Fund to provide Scholars with the financial assistance they need to participate in such summer programs. In 2010, Scholars took part in the following programs: The Winsor School’s then-rising senior, Lisa Luo ’04, spent the summer at Community Rowing. This competitive summer program is designed for athletes who are looking to improve their rowing skills, compete at a high level on a national scale, and develop in a team environment. The summer before his senior year at The Roxbury Latin School, Bence Budavari ’05 spent a weekend at Berklee College of Music in the Music Technology Division. He attended a series of intensive workshops covering many facets of music production technology. Catholic Memorial School’s Malcolm Grant ’05 spent five weeks at the Rob Burton Training Village. The program is year-round with a summer component and offers campers support and mentoring in areas such as: education, social skills, morals, values, leadership, and fitness. Jamelia Willock ’05 spent the summer before her senior year at the John D. O’Bryant School on the campus of Brown University. The Summer@Brown program is a two-week residential program that allows students to take college courses, advance their studies, and prepare for college success. National Student Leadership Conference (NSLC) provided Thayer Academy thenjunior, Olivia Lau ’06, with the opportunity to experience campus life at the University of Maryland. Olivia was able to develop essential leadership skills, explore future careers through exciting simulations, and participate in exclusive site visits and interactive meetings with renowned leaders in various fields. Kevin Figueroa ’07 spent the summer before his senior year at Boston College High School traveling to Italy, Austria, Switzerland, and France with People to People, an organization that promotes international understanding and friendship through educational, cultural, and humanitarian activities. Noble and Greenough School’s Jennifer Ngo ’07 spent the summer before her senior year at LEAD Business. A national partnership of the top U.S. corporations and graduate schools, LEAD Business is a four-week residential program that encourages talented students from diverse backgrounds to pursue business. 15 Financial Statements for December 31, 2010 The Steppingstone Foundation, Boston, and Steppingstone Scholars, Inc., Philadelphia BostonPhiladelphia Total Consolidating Schedule of Financial Position Assets Current Assets Cash and cash equivalents 537,218 452,802 Contributions receivable 720,276 - 720,276 Prepaid expenses and deposit 157,101 11,492 168,593 Investments 2,201,397 Beneficial interest in perpetual trust - 1,054,114 60,264 990,020 3,255,511 60,264 Property and equipment, at cost less accumulated depreciation Total Assets 58,755 5,622 64,377 3,674,747 1,584,294 5,259,041 Liabilities & Net Assets Current Liabilities Accounts payable and accrued expenses Deferred revenue Total Liabilities 302,162 17,171 77,220 10,000 319,333 87,220 379,382 27,171 406,553 Net Assets Unrestricted Operations 1,179,191 446,084 1,625,275 Board Designated 1,000,000 - 1,000,000 Total Unrestricted Net Assets 2,179,191 446,084 2,625,275 Temporarily restricted 1,116,174 66,133 1,182,307 1,044,906 1,044,906 Permanently restricted - Total Net Assets 3,295,365 1,557,123 4,852,488 Total Liabilities and Net Assets 3,674,747 1,584,294 5,259,041 Consolidating Schedule of Activities Revenue, Gains and Other Support Fundraising Events 848,885 Less cost of direct benefit to donors Net Fundraising Event Revenue Contributions and grants 417,182 (129,793) 1,029,180 2,680,931 893,290 3,573,221 Interest 2,671 19,059 7,193 - Membership Income 127,333 Realized & unrealized gains on investments Gain on beneficial interest in perpetual trust Total Revenue, Gains & Other Support (236,887) 287,389 4,649 1,266,067 741,791 Growth campaign contributions Other income 16 (107,094) 6,927 - 3,571,495 - - 36,242 4,649 21,730 7,193 127,333 43,169 6,159 6,159 1,242,139 4,812,634 Expenses and Losses Program Services The Steppingstone Academy - Boston College Success Academy - Boston Scholars Program - Philadelphia 2,483,126 - 95,602 - 650,551 National Partnership for Educational Access 327,845 - Replication 131,496 - Total Program Services 3,038,069 650,551 2,483,126 95,602 650,551 327,845 130,496 3,687,620 Supporting Services General and administrative 435,491 169,413 611,822 204,297 816,119 Total Supporting Services 1,047,313 373,710 1,421,023 Total Expenses 4,085,382 1,024,261 5,108,643 217,878 (296,009) Development Change in net assets (513,887) 604,904 Net Assets at Beginning of Year 3,809,252 1,339,245 5,148,497 Net Assets at End of Year 3,295,365 1,557,123 4,852,488 About Steppingstone Founded in 1990, The Steppingstone Foundation is a non-profit organization that develops and implements programs which prepare urban schoolchildren for educational opportunities that lead to college success. Based on the premise that, regardless of circumstance, children can achieve at high levels academically if given the proper preparation and support, Steppingstone programs emphasize rigorous standards and achieve meaningful results. Steppingstone programs include: The Steppingstone Academy Boston Steppingstone Scholars, Inc. Philadelphia The Steppingstone Academy Hartford National Partnership for Educational Access College Success Academy Boston For more information about Steppingstone, you can reach us at: 155 Federal Street, Suite 800 Boston, MA 02110 617-423-6300 phone 617-423-6303 fax www.tsf.org The Steppingstone Foundation is committed to a policy of equal treatment for all individuals. The Steppingstone Foundation is grateful to the following individuals and firms who donated or discounted their services to make the design and printing of this annual report possible: Bill MIles Productions Margaret CrowE Photography Meg Birnbaum Photography Di Santo Design Barton Productions Hanson Printing Company © 2011 The Steppingstone Foundation This brochure has been printed on recycled paper. 17 N i c h o l a s C o r r e i r a ’11 The Steppingstone Academy Nicholas Correira ® www.tsf.org is a seventh grader at Brimmer and May School this fall. He serves on The Steppingstone Academy Leadership Council and loves Latin, acting, and singing. Nicholas says his greatest accomplishment so far is joining Steppingstone. .............