The Steppingstone Foundation – 2010 Annual Report

Page 1

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


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.


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




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




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



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.




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 .............


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


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


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.


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:


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


Kristin & Stephen Mugford

F Denotes donors who have made gifts



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



Stephanie & Adam Rogers

V Denotes donors who have made gifts

Brent Edward Shay

for at least 3 consecutive years.


John & Susan Simon

Christine & Robert Small


State Street Foundation Jennifer & Seth Stier


Carolyn & Ken Swan


F (2 Gifts)

Charlotte R. Cramer Wagner &



Herbert S. Wagner, III

Anonymous (2 Gifts)

Amanda & John Waldron

L.G. Balfour Foundation

Amy & John Weinberg

Jenny & Sandy Weymouth/


Mrs. Leonard Block

Betsy & Michael Danziger



Connie & Sankey Williams


Nancy & Richard Friedman

Thomas O’Donnell & Christina Wing-

D Foundation D

Joanna & Jon Jacobson

O’Donnell/The Karen Wing Family

Liberty Mutual Foundation, Inc.


Charitable Foundation

Holly McGrath & David Bruce


Medha Sinha & Arthur G. Epker III


Capital Partners

Scholars’ Society $5,000 to $9,999

The Tudor Foundation, Inc.

President’s CIRCLE $10,000 to $49,999

Pamela & Bear Albright


Mr. & Mrs. James A. Block

Deb & John Brennan/Hunt Street Fund

H Anonymous V



Bushrod H. Campbell and Adah F. Hall

Abrams Foundation

Mrs. Peter H. O. Claudy

Bain Capital Children’s Charity LTD


Constance B. Coburn &


Bank of America Charitable Foundation

Charity Fund


Anonymous (2 Gifts)



James D. Houghton

The Cosette Charitable Fund

Anita & Josh Bekenstein John G. & Amy Smith Berylson C. Hunter Boll


Gwill York & Paul Maeder/Highland


Isabelle & Ian Loring

Hess Foundation

Harold Whitworth Pierce Charitable Trust

The Ford Foundation

J. C. Kellogg



Kerrie & James Coughlin




Mr. & Mrs. F. Michael Danziger


Kate & Chuck Brizius


Margot & Jon Davis

Boston Red Sox Foundation

Deanna & Tony DiNovi


John & Stephanie Connaughton


Sadhana & Rick Downs


Brian & Karen Conway

Gretchen Effgen & Anthony Schweizer

David & Victoria Croll

Jennifer Mugar Flaherty & Peter G. Flaherty II


Peggy & Richard Danziger Dean Welfare Trust

Kate & Tom Gilbane



Kaia & Jonathan Goldstein


Denise M. Dupré & Mark E. Nunnelly

Elizabeth L. Johnson




Karen Kames & Christopher Gaffney

2010 Gift Report


Mary Beth & Adam Kirsch



Martha Mugar Marsha & Justin Perreault


Emilie & Richard Powers Jeanne & Bob Savitt

Eastern Bank Charitable Foundation Sandy & Paul Edgerley John & Laura Fisher


Pixley & Kenneth Schiciano



Suzie Tapson & Gordon Burnes

Charles Hayden Foundation Mr. & Mrs. Amos B. Hostetter, Jr. Kim Hsu-Barber & Jeffrey Barber Olga & Scott Jaeckel



Benefactors $1,000 to $4,999




Allison & Edward Johnson




JPMorgan Chase Foundation

Anonymous (2 Gifts)

The Esther A. & Joseph Klingenstein

The Sidney & Beatrice Albert Foundation

Fund Inc.

Nichole & Richard Aldrich/RA Capital



Mike Krupka & Anne Kubik


Jeffrey B. & Janet Larson/The Larson

Marlena & George Alex

Family Foundation

The Alperin/Hirsch Family Foundation


Linde Family Foundation

Joe Amsler


Anne R. Lovett & Stephen G. Woodsum


Kristen & James Atwood

Laura & Scott Malkin

Jill & John Avery

Libby & Jeff Mallon/Kahn Charitable

Elyse & Bruce Balder


Beth & Max Bardeen

Tristin & Martin Mannion


Mass 2020 Foundation, Inc.


Meg & Tomas Bergstrand Timothy C. & Patricia W. Blank



Jonathan Block &

Secondary School Admission Test Board, Inc.


Jennifer Berylson Block

Ellen & Steve Segal


Amy & Ben Bloomstone

Amanda & Petko Dimitrov


The Shane Foundation

Rick & Nonnie Burnes/Butler’s Hole Fund


Robert Dolliver


Barbara & Ed Shapiro

Susan Busch


Beth Duggan

Tyler Chapman

Janice L. Sherman & Robert G. Segel

Robert Chen

Lori & Matthew Sidman

John M. Cohen, M.D.



Louise B. & Edgar M. Cullman Foundation



David M. & Sheena Danziger


Lee & Jack Englert

Hillary & Carlo VonSchroeter

Michael Flaherty

Eve Waterfall & Claire Walton

Bryan Flynn


Debra & Steven French

Family Foundation

Kelly & Michael Glew


Leslie & Stan Godoff


Holly Grace & Kris Kahn Donald & Martha Greenhalgh

Patrons $250 to $999

Elizabeth & Andrew Hahn Chinita & Michael Hard

Lynn & James Gilbert

Anonymous (2 Gifts)


Rebecca & Michael Gamzon Sandy & Dozier Gardner

Jennifer Akins


Cynthia A. Harmon





Catherine & Lionel Harris

Martina Albright & Jon Bernstein



Elizabeth Gulliver

Joan FitzGerald



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


Skip Hughes & Barry Tubman

Fred & Tricia Bentley

Virginia Hutcheson

Sheri E. Berman & Gideon Rose/

Fleur & Richard Hynes

The Baobab Fund


Allison & Matthew Godoff

Blair & Jacqueline Hendrix Sandra & William Herman

Jill & Robert Inches



Jessica & Jonathan Hyde


Mr. & Mrs. Edward C. Johnson 3d


Char Joslin & Les Cheek


Evelyn J. Junge Mary & Seth Kaufman


Dr. William Boyd & Ms. Deborah Blish


Massachusetts - Hope and David Jeffrey

Megan & Ted Johnson

Kate Bolland

Ann Jenkins & Bart Bussink


Julia & Peter Johannsen Charitable Fund


Kathryn & John Boger


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


Jamie & Cynthia Kempner

Kate Lubin & Glen Sutton

Sarah & Robert Bua/The Holbrook Foundation Mr. & Mrs. Warren H. Burroughs, Jr.


David Meixner Barbara & Richard Melvoin


Rebecca Melvoin/Melvoin Foundation Alison & William Monaghan Jim & Lisa Mooney Kelley Murphy



Rona & Randy Nelson Erica & Edward Pappendick

Gerard & Lisa Marie Phelan



Amanda Marsh & Jeremy Bass


Mr. & Mrs. Carmine Martignetti

The Connors Family Foundation

Pam & Stuart Mathews

Nan & Lee Corbin

Bailey McCool



Jeff & Christine McCormick

Hope & Louis Crosier

Alfred J. McGuire Doreen & John McLaughlin


Gary & Sharon Curhan

Suzie McManmon


Judy Ryerson & Keld Agnar

Caroline Curtis

Maurice & Luly Samuels

Katie Danziger & Steven G. Horowitz


Anne & Colin McNay Katie & Mark McWeeny


Victoria Moskowitz & Lee Glickenhaus

Lauren & Drew Davis

Jane & Linton Moulding

Katherine Davis

Laura & Greg Mulready

Jeffrey P. Davis



Carl Martignetti

Jeanne & Richard Press

Caterina & Dan Schwinn


Mr. & Mrs. Caleb F. Collins

Lindy & Chris Crawford


Marjorie & Daniel Levin

Benjamin Coll

Andrew Plimpton

Rebecca & Mark Scheier


Francis & Donna Maher

Teisha Covino


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



Alberta Chu & Murray Robinson

Kristin & Terry Connell


Laura & Steve Peck Mr. & Mrs. Stephen J. Pellegrino



Kathryn Jigarjian

James E. Boasberg


Emily Israel & Drew Pluhar



Deborah Glotzer

Sara L. Wragge

Mark & Janelle Fisher


Jessica Fidgeon & Boris Pluskowski

Joanne Witty & Eugene Keilin




Anne & George Favaloro Laurel & Ken Ferretti

Michael & Barbara Eisenson The Fieldstone Foundation


Antra & Elliott Thrasher




Barbara & John Emery


Bruce Breimer & Lorna Doran

David Fish


Linda Wisnewski & William Collatos



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


Jennifer & John Eielson

Astrid & Marco Sturm

Tom & Line Corcoran Lisa & Todd Cronan



Abby Sosland & Mark Goodman

Wendy & Travis Connors Kim & Drew Conway



Nancy & Peter Drake

Stefani & Leonard Shavel

Christensen-Dunn Early Foundations Fund


Ted & Coleen Dinneen

Kristine & Ned Shadek


Dick & Maryellen Denning Rob & Dubs Dickey

Joseph Senna

Katie & Donald Bramley Bill & Barbara Burgess


Regan Murphy & Shihwan Chung Cynthia Nguy ‘97


Leah Berk

Amy Fischer


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. Richard Friary

Linda & Whit Painter

Joanne & Bill Brine

Elizabeth Friel

Kathy Pattison & Dave Strickler

Madeline Brooks

Jenny & Jared Fry

Carolyn & Phil Perelmuter

Krystal Brooks-Sanchez ‘93

Joshua Gallitano

Trish & Tom Perlmutter

Kate Gannon

Casey & Stephen Owen


& Joei Sanchez



Sabrina Pescosolido

Donavan Brown ‘95

Christian & Russ Porter

Zack Bryden

Sean Gearin

Jonathan Prosky

Hugh & Liz Buchan

Michael Giannattasio

Fernande & George Raine

Nate Buffum

Robyn Gibson ‘00

Marci & Peter Reed

Ginger & Kevin Burke

Betsey & Charlie Gifford

Andrea & Karl Reid

Pamela Butz

Serena Gifford

Bradley Riedl

Shirley & Eugene Buzderewicz

Kaya Rifkin & Anthony Rich

Kathleen & Larry Byrnes

Charlotte Riggs

Mary Callaghan

Patricia Gimbel

Carlos & Ania Camargo

Tom Glenn

Jennifer & Dermott Ryan

Matt Camp

Penny & Jim Gold

Anni & Charles Santry

Carol Capo

Jenny Goldberg

Glenn Savage

Elizabeth Caraboolad

Lynne & Robert Golden

Katie & Ben Sayles

Jared Causer

Jonathan Goodman & Elizabeth Silverman

Mr. & Mrs. Matthew L. Root

Robert F. Shapiro, Jr.



Bruce Chafee

Douglas Garde

Raya Gildor


Constance Gilson


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



Robert Gould

Julia Halleran


Maura Halloran



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



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


Friends up to $249 Anonymous (8 Gifts)

Margaret Dinan

Harris Allen

Laurie B. Donahoe

Ashley Amo

Sherry Dong

Gavie Heller

Karen Anderson



Katherine D. Hein, M.D.


Ayres Heller


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


Tobey & Mark Fidler

Julia Hoyt


Denise & John Hull Taz Hussein



Teresa Imhoff Joseph Impellizeri




Andrew Ivey



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


Peter A. Mullin

Lisa See

Maureen Murphy

Rachel Segall & James Hurley

Molly Kellogg & John Frantzis

Tim Murphy

Katie Seymour

Brian Kelly

David Nash

Allison Kent & Rob Trumbull

Christopher Naumes

Nicole & Arvind Khanna

Lee Navins

Lauren Kiernan

Elizabeth & Marshall Neilson

Elizabeth & Dan Kiley

Dorothea Nelson

Carolyn Kimpel

Lauren Gray Nelson

Margaret King

Marianne & John Nelson

M. Scott Knox

John Nevin

Alison & Robert Silvers Alyson G. Singer

Mary Sheehan


Timothy Sheehy Nina Sheff


Antony Sheriff Jane Shiverick Claudia Silva



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






Chrissy & Niko Skiadas


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


Emmett Lyman

Karen Pick

William T. Lynch & Ingrid G. Larson



Taylor Stevens & Peter McIntire


Rebecca & Kevin Tidmarsh




Erica Tremblay Diane & Frank Trunzo

Wendy & Chip Pierce


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


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


Kristen Mangelinkx Laura Mangurian


Lisa Schulz & George Mandt


Kate Keller

Andrew H. Cohn & Marcia Leavitt



Clayton Marsh Kim Marshall




Peter & Porter May


Tricia & Geoffrey McGean


Anne McGowan Molly McGuinness & Jon Gistis


Harris Family Foundation


Kristen Wolf


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


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.


Financial Statements for December 31, 2010 The Steppingstone Foundation, Boston, and Steppingstone Scholars, Inc., Philadelphia

Boston Philadelphia


Consolidating Schedule of Financial Position Assets Current Assets Cash and cash equivalents



Contributions receivable




Prepaid expenses and deposit






Beneficial interest in perpetual trust


1,054,114 60,264


3,255,511 60,264

Property and equipment, at cost less accumulated depreciation Total Assets







Liabilities & Net Assets Current Liabilities Accounts payable and accrued expenses Deferred revenue Total Liabilities





319,333 87,220




Net Assets Unrestricted Operations




Board Designated




Total Unrestricted Net Assets




Temporarily restricted






Permanently restricted


Total Net Assets




Total Liabilities and Net Assets




Consolidating Schedule of Activities Revenue, Gains and Other Support

Fundraising Events


Less cost of direct benefit to donors Net Fundraising Event Revenue Contributions and grants

417,182 (129,793)










Membership Income


Realized & unrealized gains on investments Gain on beneficial interest in perpetual trust Total Revenue, Gains & Other Support






Growth campaign contributions Other income



6,927 - 3,571,495


- 36,242

4,649 21,730 7,193 127,333 43,169





Expenses and Losses Program Services The Steppingstone Academy - Boston College Success Academy - Boston Scholars Program - Philadelphia



95,602 -


National Partnership for Educational Access






Total Program Services



2,483,126 95,602 650,551 327,845 130,496 3,687,620

Supporting Services General and administrative






Total Supporting Services




Total Expenses







Change in net assets



Net Assets at Beginning of Year




Net Assets at End of Year




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

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 Š 2011 The Steppingstone Foundation This brochure has been printed on recycled paper.


N i c h o l a s C o r r e i r a ’11 The Steppingstone Academy

Nicholas Correira


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.


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