The Steppingstone Foundation – 2011 Annual Report

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Annual Report

2011 1

High expectations are the foundation of The Steppingstone Academy’s success. Once admitted to the program as rising fifth- and sixth-graders, Scholars work hard to gain access to an independent or public exam school, and Steppingstone provides Scholars with the academic and social-emotional tools they need to achieve their goals. Steppingstone’s services continue through high school, and their impact is clear: 99% of Scholars who complete the academic component graduate from high school. 91% of the high school graduates enroll at four-year colleges. In Lamarr Rollins’ case, he and his family set their sights on The Roxbury Latin School, a school only a few miles away from the recently closed Farragut School, where Lamarr spent his elementary school years. Steppingstone provided academic preparation and placement services, working alongside Lamarr and his family through every stage of the admissions process. After he was admitted, Steppingstone’s college readiness services continued through middle and high school.

When Lamarr enrolled at the University of Miami, he was well-prepared for the path ahead. But Lamarr’s story doesn’t end with college admission. And in 2011, we didn’t feel like our mission was fully expressed either, particularly as our awareness grew of the national college completion crisis and its impact on the city of Boston, where only 35% of the students in the Class of 2000 who graduated from a district high school and enrolled at a fouryear college ultimately earned their degree within seven years. By altering one word in our mission statement, we expanded our focus from college access to college success and restructured our advising efforts to include current college students. More than 80% of Scholars who enroll at four-year colleges earn their degree, and we are working hard to bump that number higher. So while Lamarr has earned many wins since fifth grade when he began The Steppingstone Academy, Steppingstone counts as its ultimate success the day when Lamarr hung his University of Miami diploma on the wall of his office at The Architectural Team, Inc., in Chelsea, MA.


Lamarr Rollins ’99 works as an architect at The Architectural Team, Inc., in Chelsea, MA. “Along with the advanced academic coursework, Steppingstone really prepared me to hone my time management and organization skills. I applied those skills at Roxbury Latin, University of Miami, and actually, every day in my life since graduating from the program.”



The Scholars We Serve:

who are we?

The Steppingstone Foundation runs three distinct yet related educational programs based in Boston, all with the goal of enabling college success: • Since 1990, The Steppingstone Academy has prepared underserved students—called Scholars—to get into and succeed at selective independent and public exam schools in the sixth and seventh grades. Steppingstone provides ongoing comprehensive support services to ensure that Scholars thrive in middle and high school, ultimately graduating from high school and from four-year colleges. • In 2007, Steppingstone created the National Partnership for Educational Access, a learning community of organizations committed to increasing educational opportunities for underrepre- sented students.


• Launched in 2011, the College Success Academy provides middle-grade students in Boston public schools with rigorous academic programming after school and during the summer for four years. Once in high school, Scholars receive the same support services provided in The Steppingstone Academy all the way through college graduation.

• Through The Steppingstone Academy and the College Success Academy, Steppingstone serves more than 1,000 children in grades five through 12 and an additional 400 in college. • National Partnership for Educational Access members collectively serve more than 100,000 underrepresented students nationwide. • The average family income for a Stepping- stone Academy Scholar is $39,981. • 97% of College Success Academy Scholars qualify for free/reduced meals. • Scholars in both programs come from Boston neighborhoods, including Dorchester, East Boston, Mattapan, Roxbury, Hyde Park, Charlestown, South Boston, Jamaica Plain, and Allston-Brighton. • 40% of all Scholars in both programs are male.

Racial Diversity of Scholars in both The Steppingstone Academy and the College Success Academy 6% White

9% Multiracial

18% Asian 45% Black

The Steppingstone Scholars Program, Philadelphia and The Steppingstone Academy Hartford: The Steppingstone Academy program model has been replicated in Philadelphia and Hartford. Both affiliate programs prepare underserved students for college success.

22% Hispanic

The Steppingstone Academy Placement Schools 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 The Dexter School Governor’s Academy Holderness School Fay School The Fenn School The Fessenden 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 The Southfield School Thayer Academy The Winsor School Xaverian Brothers High School College Success Academy Schools Edison K-8 School Gardner Pilot Academy Jackson/Mann K-8 School

As we reflect on 2011, and on our own tenure with Steppingstone, we are amazed to count between the three of us almost 60 years of experience with the organization. Oddly enough, that doesn’t make us feel old. Steppingstone is only 22 years old, and at 22, we are close in age to a Scholar completing college. And like a newly minted college graduate, we are grounded in the fundamentals, prepared for new challenges, and encouraged to dream boldly about new adventures.

Our flagship program, The Steppingstone Academy, continues to perform at a high level, preparing Boston students for schools that lead to college success, and serving approximately 1,400 Scholars from fifth grade through college graduation. The method and culture we have worked so hard to develop has demonstrated its effectiveness over the last 22 years, as more than 700 Scholars have enrolled at four-year colleges since the pilot class of 14 Scholars blazed the

trail in 1997. And, even as we have expanded the number of Scholars participating in the Academy, our success rate has remained high: more than 80% of Scholars completing The Steppingstone Academy’s academic component graduate from a four-year college. Some parts of our new adventure are becoming visible to all. The College Success Academy sets Boston public school students on the path to college graduation without being placed in an independent or public exam school. This new program is underway and growing, increasing the number of Scholars we serve in the academic component by 30%—even in its pilot form—and challenging our staff to continue to design an impactful and scalable program for the long haul. Just this last summer, the second class of College Success Academy Scholars began their journey alongside the initial pilot class, with 78 fifth- and sixth-grade Scholars spending six weeks engaged in math, English, science, and study skills classes. The National Partnership for Educational Access (NPEA) continues to thrive, linking 225 non-profit members that collectively serve more than 100,000 underrepresented students seeking college access. We hope you will join us for NPEA’s fifth annual conference in Boston in April 2013 and see firsthand the effectiveness of Steppingstone’s convening power. Other areas of growth are perhaps less visible but equally as vital. We have deepened our commitment to the Scholars’ long-term trajectory, creating the new college services department dedicated to working alongside Scholars once they enter college. The Scholars have consistently risen to the challenges placed in front of them, and in this increasingly daunting educational arena, we felt we could do no less.

And we are doing this together, in partnership with each other and with you. We are humbled by the expression of support for our mission in the last year. In addition to our committed Board of Directors, we welcomed an extremely impressive Board of Advisors, who lend us their invaluable educational and nonprofit expertise. Our brand new Board of Ambassadors is spreading the word in the Boston community about Steppingstone’s mission and is adding value to our work in numerous ways. Many of you have increased your philanthropic investment, including a group of anonymous board members who initiated a Challenge Grant, in which every donation over the initial fundraising goal was matched, dollar for dollar, up to $500,000. As you read this report, know that Steppingstone’s long-term commitment to Scholars and their families would not be possible without your thoughtful dedication. Your partnership with Steppingstone buoys Scholars every step of the way, from when a potential Scholar hands in his initial application to join the program to when he crosses the stage at his college graduation. On behalf of the Scholars we serve, we thank you for your generous support. Now, on to the next adventure. . . Michael P. Danziger, Founder & CEO, Kelly D. Glew, President & COO, and Brian J. Conway, Board Chairman

Board of Directors Amy Smith Berylson Todd Bland Chuck Brizius Brian Conway, Chairman Michael P. Danziger Michael Denning Bart Epker Richard Friedman Thomas F. Gilbane, III Professor Andrew Hahn William Helman Allison Johnson Isabelle Loring Dr. Richard I. Melvoin A. Peter Monaco, Jr. Mike Pascucci Brent Edward Shay John G. Simon John S. Weinberg Christina Wing-O’Donnell




Students throughout the city of Boston are hungry for the opportunity to succeed in college. While The Steppingstone Academy is currently serving more than 1,400 Scholars, every year we have to turn away hundreds of motivated, hard working students. So, in 2011, we opened the doors of the College Success Academy. As friends of Steppingstone well know, the path to college is a road not taken for the majority of Boston public school children, with only 11% of non-exam public high school graduates receiving a degree from a four-year college. We believe the number of students earning a four-year college diploma can grow. We believe that Steppingstone’s culture of achievement and rigorous academic preparation will allow more Scholars to reshape their expectations for success.

We believe the Scholars will succeed, in part by having access to the tools and resources Steppingstone has spent 22 years developing. During their middle-school years, College Success Academy Scholars benefit from Steppingstone’s demanding after-school and summer academic programming, spending the equivalent of 341 extra days of class time by the time they reach high school. Once in high school, College Success Academy Scholars will stay on track with weekly academic tutoring, college counseling and financial aid assistance, and positive role modeling from peers and mentors through college graduation. The College Success Academy currently serves 78 Scholars, based in a cluster of three K-8 Boston public schools. In the coming years, Steppingstone seeks to scale this program across the city.

Emily Aquino Gonzalez, a 10-year-old College Success Academy Scholar, lives in Brighton and is a fifth grader at the Gardner Pilot Academy. “College Success Academy has helped me get better at math because it teaches me things to help me in school, like area and perimeter, so I can get more comfortable with them.” Emily dreams of going to Boston College and wants to be a veterinarian when she grows up.


next steps College Graduation

Steppingstone Scholars have graduated from the following colleges and universities:


American International College Amherst College (2) Ashford College Babson College (4) Barnard College (2) Bates College Becker College Bentley College (2) Berklee College of Music Boston College (11) Boston University (16) Bowdoin College (5) Brandeis University Bridgewater State University Brown University (7) Bryant University Bryn Mawr College (3) Carnegie Mellon University Cheyney College The Citadel Military College Clark University (2) Clarkson University Colby College College of the Holy Cross (5) Columbia College, IL Columbia College, SC Columbia University (6) Connecticut College (2) Curry College (2) Dartmouth College (6) Duke University Eastern Nazarene College

Eckerd College Emmanuel College Emerson College Endicott College (2) Fisk University Fitchburg State College Florida A&M University Fordham University (4) Framingham State University (2) George Washington University (4) Georgia State University Georgetown University (2) Georgia Institute of Technology Gordon College Hamilton College (2) Hampshire College Hampton University (3) Harvard College (12) Howard University Johns Hopkins University Johnson & Wales University (2) Lasell College (3) Lesley University Maine Maritime Academy Manhattan College Marlboro College Massachusetts College of Art & Design (2) Massachusetts College of Pharmacy and Health Science (4) Massachusetts Institute of Technology (2) Middlebury College Mount Holyoke College Morehouse College New York University Nichols College Northeastern University (20) Pace University Pine Manor College (3) Providence College Regis College Rensselaer Polytechnic Institute Rhode Island School of Design Salem State College Santa Clara University

Savannah College of Art & Design Simmons College (7) Southern Connecticut State University Spelman College (6) Springfield College St. Francis College St. John’s University Stanford University Stonehill College (2) Suffolk University (3) Syracuse University (5) Temple University (4) Trinity College, CT (2) Trinity College, D.C. Tufts University (6) Tulane University Tuskegee University Union College University of California, Berkeley University of California, Davis University of Connecticut University of Massachusetts Amherst (15) Boston (15) Dartmouth (2) University of Miami University of New Hampshire University of North Carolina, Chapel Hill University of Pennsylvania (4) University of Phoenix University of Rhode Island (2) University of Richmond University of Rochester University of Southern California (3) University of Vermont University of Virginia University of Wisconsin, Madison Wellesley College (2) Wentworth Institute of Technology (2) Wesleyan University (2) Williams College (4) Yale College (6)

National Partnership for Educational Access

NPEA members include: Aim High A Better Chance Breakthrough Collaborative College Board The Common Application Horizons National Johns Hopkins University Center for Talented Youth KIPP Foundation Milton Academy MIT Office of Engineering Outreach Programs New Jersey SEEDS Prep for Prep The Princeton Review Project GRAD Atlanta, Inc. Summer Enrichment at Dartmouth Teach for America University of Washington Dream Project Yale University

Lack of academic preparation, limited understanding of the complex college admission and financial aid application processes, and rising tuition costs combine to keep millions of underrepresented students from opportunities afforded by a college education; at the same time, the demand for a college-educated work force continues to grow. In addition to increased lifetime earnings and higher job satisfaction, college graduates can expect more job opportunities and lower unemployment. The stakes are high, and the myriad of challenges facing underrepresented students cannot be solved alone. Steppingstone is committed to building the field of college access and success through its National Partnership for Educational Access (NPEA). NPEA enables non-profit organizations in 31 states (and counting) to learn from one another in order to increase and improve the educational access opportunities they offer their students. With more than 225 members, NPEA reaches more than 100,000 students. Every year, NPEA expands its services to members including leading college tours, creating regional meet-ups of college access programs, and distilling and disseminating on-line research. In 2011, the third annual conference of NPEA members, Developing 21st Century Leaders: Creating Paths to Success, was hosted in Atlanta, Georgia with 261 attendees putting their heads together and collectively improving the quality and reach of their college access services.


Students from NPEA-member organizations participate in local college tours.




Philanthropists have choices in Boston and every other city—choices about what kind of programs they want to support and what kind of impact they want their gift to have. At Steppingstone, we have been so fortunate to attract foundations and individuals alike who want to make an investment in the educational programming we offer to underserved Boston schoolchildren. In 2011, Steppingstone created two boards in addition to its Board of Directors, the Board of Advisors and the Board of Ambassadors, whose members generously share their expertise and commitment to Steppingstone’s mission. Allison Johnson, Steppingstone Board member and supporter, reflects, “I know that my gift to Steppingstone has tremendous impact on the future lives of these committed schoolchildren. The ripple effects of a high caliber education are long reaching for Steppingstone families and the community at large.”

The voices in this gift report exemplify the different facets of the Steppingstone giving community. But the one characteristic that all of our donors share is that they feel engaged in what Steppingstone is trying to accomplish. As Allison notes, “I have witnessed the powerful and significant impact The Steppingstone Foundation has had on the lives of Boston schoolchildren. It is a privilege and an honor to be part of such a smart and effective organization.”

Board of Advisors

Board of Ambassadors

Ann S. Coles, Ed.D.

Jennifer Berylson Block Linda Borden Katie Bramley Rob Broggi Tricia Claudy James Coughlin Laura DeBonis Darren Donovan Betsy Edie Rick Edie Jennifer Mugar Flaherty Jonathan Goldstein Scott Jaeckel Jana Karp, M.Ed. Gord Kluzak Libby Mallon Anne Mitchell Marsha Perreault Drew Pluhar Christian Porter Pixley Schiciano Anthony Schweizer Rob Small Jennifer Weymouth

College Access Senior Fellow, ACCESS

William Fitzsimmons, Ed.D. Dean of Admissions and Financial Aid, Harvard College

Chris Gabrieli Co-founder and Chairman, Mass 2020 and Partner, Bessemer Ventures

Paul Grogan President & CEO, The Boston Foundation

Joanna Jacobson Founder and Managing Partner, Strategic Grant Partners

Thomas Payzant, Ed.D. Professor, Harvard Graduate School of Education and Former Superintendent, Boston Public Schools

Karl W. Reid, Ed.D. Senior Vice President of Academic Programs and Strategic Initiatives, United Negro College Fund

Allison Johnson, principal at Allison Johnson Design, joined Steppingstone’s Board of Directors in 2004, drawn to its mission of serving Boston’s motivated, hard working youth in search of a college education. “I am proud to be a part of an organization that provides schoolchildren a high level of academic teaching along with support services to help them succeed in their educational goals.”



PRESIDENT’S CIRCLE $10,000 TO $49,999

Anonymous F (3 Gifts) Anonymous D Anonymous L.G. Balfour Foundation Mrs. Leonard Block H The Boston Foundation Brian & Karen Conway F Betsy & Michael Danziger H John & Laura Fisher H The Ford Foundation Joanna & Jon Jacobson F Allison & Edward Johnson F Liberty Mutual Foundation, Inc. D Isabelle & Ian Loring D Holly McGrath & David Bruce/ Highland Street Foundation D Medha Sinha & Arthur G. Epker III F May and Stanley Smith Charitable Trust Richard & Susan Smith Family Foundation The Tudor Foundation, Inc. Amy & John Weinberg F

Anonymous H Anonymous D Abrams Foundation V Bain Capital Children’s Charity LTD F Bank of America Charitable Foundation F Joshua & Anita Bekenstein Charitable Fund John G. & Amy Smith Berylson F C. Hunter Boll F Kate & Chuck Brizius F Virginia Wellington Cabot Foundation John & Stephanie Connaughton D David & Victoria Croll F Lucy & Mike Danziger H Peggy & Dick Danziger H Dean Welfare Trust D Sandy & Paul Edgerley V Bridgitt & Bruce Evans Mrs. Donald Fisher Hilary & Chris Gabrieli Kate & Tom Gilbane D Kaia & Jonathan Goldstein D Charles Hayden Foundation Kenneth W. Hitchner Barbara & Amos Hostetter D Kim Hsu-Barber & Jeffrey Barber V Olga & Scott Jaeckel F Karen Kames & Christopher Gaffney F Karp Family Foundation J. C. Kellogg Foundation D The Esther A. & Joseph Klingenstein Fund, Inc. H Jeffrey B. & Janet Larson/ The Larson Family Foundation D Linde Family Foundation V Anne R. Lovett & Stephen G. Woodsum F The Ludcke Foundation Carolyn & Peter S. Lynch Libby & Jeff Mallon/ Kahn Charitable Foundation V Tristin & Martin Mannion F Andy & Linda McLane F Meredith & Jonathan Meeks Anne & Jeff Mitchell V Jennifer & Paul Mitchell


H Denotes donors who have made gifts for at least 20 consecutive years. F Denotes donors who have made gifts for at least 10 consecutive years.

D Denotes donors who have made gifts for at least 5 consecutive years.

V Denotes donors who have made

gifts for at least 3 consecutive years.

Sarah & Peter Monaco F Fidelity Foundation Kristin & Stephen Mugford D Brooke & William Muggia Marion & David Mussafer D Thomas O’Donnell & Christina Wing-O’Donnell/The Karen Wing Family Charitable Foundation D Hope & Mike Pascucci Amelia Peabody Foundation The Harold Whitworth Pierce Charitable Trust The Plymouth Rock Foundation F Elizabeth Riley & Daniel Smith Kristen & Thomas Roberts/ Roberts Family Foundation Stephanie & Adam Rogers V The Richard Eric Rosenberg Foundation F Pixley & Kenneth Schiciano F William E. Schrafft and Bertha E. Schrafft Charitable Trust John & Susan SimonH Christine & Robert Small D Marshall Smith Mary & David Solomon State Street Foundation V Jennifer & Seth Stier V Third Sector New England John H. and H. Naomi Tomfohrde Foundation Jenny & Sandy Weymouth/ Hess Foundation D Connie & Sankey Williams V SCHOLARS’ SOCIETY $5,000 TO $9,999

Melora & Andrew Balson Mr. & Mrs. James A. Block F Jennifer & Jonathan Block D Marina & Walter Bornhorst Boston Scientific Foundation Katie & Donald Bramley Deb & John Brennan/ Hunt Street Fund V Susan Okie Bush F Bushrod H. Campbell and Adah F. Hall Charity Fund D Andrew A. Chisholm Mrs. Peter H. O. Claudy F

Constance B. Coburn & James DeK. Houghton D The Cosette Charitable Fund V Kerrie & James Coughlin D Lisa & Todd Cronan D Laura DeBonis & Scott Nathan Betsy & Rick Edie H Philip J. Edmundson/ William Gallagher Associates Gretchen Effgen & Anthony Schweizer V Michael P. Esposito Jennifer Mugar Flaherty & Peter G. Flaherty II V Nancy & Richard FriedmanH Debbie & Keith Gelb

“Volunteering at Steppingstone is my way of ‘paying back’ the help and support I got from a number of different sources growing up.” Prithvi Shankar, Associate at Stockbridge Investors, Berkshire Partners and Steppingstone SMASH Volunteer

Timothy Ingrassia Darlene & Gerald Jordan Tania & Gordon Kluzak F Polly & Kevin Maroni Anne & Colin McNay Barbara & Richard Melvoin F Lisa & James Mooney D Martha Mugar Marsha & Justin Perreault V Emily & Drew Pluhar D Emilie & Richard Powers Maurice & Luly Samuels Jeanne & Bob Savitt F Ellen & Steve Segal V Richard, Ann, John & James Solomon Foundation

Carolyn & Ken Swan D Gene T. Sykes Suzie Tapson & Gordon Burnes D Polly & Ming Tsai Wells Fargo Foundation Nick & Tricia Winton BENEFACTORS $1,000 TO $4,999

Anonymous D Anonymous (2 Gifts) Catherine & Paul Aaron Erica Adler The Sidney & Beatrice Albert Foundation V Nichole & Richard Aldrich/ RA Capital Associates D Kristen & James Atwood Elyse & Bruce Balder V Carol & Brett Batchelder The Frances & Benjamin Benenson Foundation, Inc. Meg & Tomas Bergstrand V Lisa & Robert Bertelson Rob Biederman Tim & Tricia Blank F Amy & Ben Bloomstone D Linda & Mark Borden Bruce Breimer & Lorna Doran F Jessica & Rob Broggi Bill & Barbara Burgess D Amanda & Jeff Burton Julie & Kevin Callaghan Teresa & Douglas Chope V Meredith & Eugene Clapp Dr. John & Bette Cohen Wendy & Travis Connors Tom & Line Corcoran Kate & Read Coughlin Caroline Curtis & Patrick Hayes V Kristina Dakos Sheena & David M. Danziger F Margot & Jon Davis Michelle & Thomas Davis Ted & Coleen Dinneen F Rose DiSanto & Stephen Starnes F Darren J. Donovan Sadhana & Rick Downs V Bertram A. & Ronald M. Druker Charitable Foundation

Christensen-Dunn Early Foundations Fund Michael & Barbara Eisenson F Lee & Jack Englert F Lucas Evans Angela & Joe Farina The Fieldstone Foundation V Fisher Family Joan FitzGerald V Scott Friend & Leslie Riedel/ Harris Family Foundation F Rebecca & Michael Gamzon F Sandy & Dozier Gardner D Nisa Geller & Jeffrey Tannenbaum Tricia & John Glass Deborah Glotzer Leslie & Stan Godoff Sharon Grady Liz & Art Greenwood The Guthrie Family Foundation Ross & Robert Henderson Blair & Jacqueline Hendrix V William H. Hess Kira & Robert Hower Skip Hughes & Barry Tubman V Virginia Hutcheson V Stephanie & Matthew Kadnar D The Klarman Family Foundation Charlotte & Charlie Kline V

“We have been impressed with Steppingstone’s college completion agenda: creating a network of organizations helping students navigate the public school system and access an education that prepares them for a post-secondary degree, through their new College Success Academy and the National Partnership for Educational Access.” Paul Grogan, President & CEO, The Boston Foundation and Steppingstone Advisory Board member

Diana & Todd Knightly Connie & Peter Lacaillade Kate Lubin & Glen Sutton D Alecia & Frank Manning Anne & Paul Marcus Rania Matar & Jean Abouhamad Pam & Stuart Mathews V Karl & Debbie Matthies Family Foundation Suzie & John Montgomery Kelley Murphy F Rona & Randy Nelson AB&J Noyes Foundation Joe O’Donnell Caroline & Soren Oberg Laura & Steven Peck V Mary & Greg Petrini Michael & Emily Phillips Suzanne & Joe Pilkerton Julie & Michael Posternack Ronn Bronzetti & Sara Reineman Rachel Rock & Joshua Levy Jean Weinberg Rose & Jeff Rose F Abigail Ross & Mark Goodman D Lindsey & Matt Russell Rebecca & Mark Scheier V Caterina & Dan Schwinn F Robert Segel & Janice Sherman F The Shane Foundation F Stefani & Leonard Shavel F Brent Edward Shay F Esther Simon Charitable Trust H Peter J. Solomon Family Foundation Abby Sosland & Mark Goodman D Sovereign Bank Foundation Jill & Michael Stansky Laura Hodges Taylor & Scott Taylor Zeynep Ton & Carlos Gonzalez Charlotte R. Cramer Wagner & Herbert S. Wagner, III V Kathleen Walsh Marilee Wheeler F Sara L. Wragge F PATRONS $250 TO $999

Anonymous (2 Gifts) Alyssa & Brad Adams Dave Alexander V Andrea Archer

Jessica & David Aronoff Marie & Alex Attia Robert P. Ball F Beth & Max Bardeen V Cheryl & Adam Bendtsen Elizabeth & Coleman Benedict Fred & Tricia Bentley F Sheri E. Berman & Gideon Rose/ The Baobab Fund F Dr. William Boyd & Ms. Deborah Blish D Sophie Branson-Gill Kerry P. Brennan Marilyn & Robert Broege Peggy & Russ Brooks Charles & Kathryn Brown Liese & David Brown Mr. & Mrs. Warren H. Burroughs, Jr. D Susan Busch Nancy & William Bussey Katie & Paul Buttenwieser F Alessandra Calaguire Elizabeth Caraboolad Brian Carey Jenny & Michael Ceppi Alberta Chu & Murray Robinson Robert Clagett V Adam Cohen Claire J. Cohen Lauren & Ian Cohen Ashley Coleman Damon Coleman Sarah & Lance Conrad Peter Corbett Alison Corey Sheila & William Corkhill Hope & Louis Crosier F Renée & Bill Curtin Jennifer Cusack & Michael Baker Motoko & Gordon Deane Lindsay & Kristen Deane Ankita Deshpande Jane & Jim Devins Stacylyn Dewey Rob & Dubs Dickey D Abe Donner Beth Duggan D Jennifer & John Eielson V Sacheen Carr Ellis & Howard Malatzky Barbara & John Emery D

“From their work ethic as children to their accomplishments as adults, Steppingstone Scholars are truly inspiring! Everyone at Steppingstone is committed to quality. Students, parents, faculty, staff, and the Board work together in the pursuit of excellence at all levels.” Danielle Heard, Head of School, Nashoba Brooks School and Former Steppingstone Executive Vice President of Programs and Operations

Epstein/Carver Family Foundation F Caroline Erisman Anne & George Favaloro V Laurel & Ken Ferretti V Jessica Fidgeon & Boris Pluskowski Michael Flaherty V Valerie & Doug Fleishman Stephanie & Tom Fletcher The Fletcher School’s Africana Cultural Night Lauren Fontenot & Tim Bottomley V Jill & Michael Fotiades Emily Gamelin Robin Gaynor Kelly & Michael Glew F Tyler Godoff Regina Goldman Nader Golsorkhi Melissa Gorham Donald & Martha Greenhalgh F Elizabeth & Andrew Hahn H David, Becky, Margie & Tucker Hamlin D Rachel Happel Chinita & Michael Hard V Cynthia A. Harmon V


Alethea & Patrick Harney Baron Hartley D Elizabeth & David Hayes Julie & Kevin Hayes V Danielle & André Heard F Tamara & Peter Hermann Kristin Holborn Abigail Housen & Harry Lasker Mary Lou Howard & Thomas Buckley Joan Howland & William Webber F

“We believe that college should be a realistic goal for all those who will benefit from attending. Steppingstone helps make this dream a reality for talented kids who might otherwise fall through the cracks in the system. By sharpening skills, building expectations and illuminating a path, Steppingstone helps motivated children become college graduates.” Medha Sinha and Bart Epker, PAR Capital and Steppingstone Board member


Jessica & Jonathan Hyde D Community Foundation of Southeastern Massachusetts—Hope and David Jeffrey Fund F Julia & Peter Johannsen Mr. & Mrs. Edward C. Johnson 3d V Stephen Jones Char Joslin & Les Cheek V Mary & Seth Kaufman Jeannette Kearney Michael Kearney Allison Kent & Robert Trumbull V JT Kerner Nicole & Arvind Khanna V Erin & Hyung-Do Kim V F Louise Totten Knabe Kathy Knight Jodie Krisiak

Mr. & Mrs. David S. Lee F Robby & Geoffrey Levy V Frank Libby Mr. & Mrs. Jon R. Lind V William T. Lynch & Ingrid G. Larson F Kristina Lyons Justin Macione Mr. & Mrs. Francis Maher F Jonathan Marshall Carl Martignetti Carmine & Beth Martignetti V Marion Martignetti & Robert Gaughen V Elizabeth Matlack Victoria & James McCarthy S. Bailey McCool V James McGrath Molly McGuinness & Jon Gistis V Lynne Menichetti Jamie Millard Anthony P. Monaco MD F Victoria Moskowitz & Lee Glickenhaus V Colin Motley Frannie Moyer Greg & Laura Mulready V Maria & Greg Murphy Nicole & Terry Murray Dorothea Nelson George & Audrey Nichols Anne O’Neil & James Ricotta Linda & Whit Painter V Matthew Pearlson Mr. & Mrs. Stephen J. Pellegrino V Carolyn & Phil Perelmuter Tom & Trish Perlmutter Kevin C. Phelan Katie & Brooks Porter Christian & Russ Porter Jonathan Prosky V Elizabeth Rampolla Julienne & Andrew Redmond Andrea & Karl Reid V Amanda Ribiero Brian Richter Sheila & Richard Riggs Kristin Roda Mr. & Mrs. Matthew L. Root D Judy Ryerson & Keld Agnar Chanda & Carl Samuels Bernadette & Matt Santangelo

Jennifer Schmelter & Juan Rivera Rachel Segall & James Hurley Robert F. Shapiro, Jr. H Ben Shealey Mark R. Simmons, Jr. V Jennifer & Tom Sleeper V Sarah & Steven Smith Tom Southworth Robert A. M. Stern F Carol & Howard Stoner Shannon Stowell James Stuart Nancy & Keith Stuart Caitlin Sullivan Alex Tannebaum Allyson & Mike Tarson Kerry & John Tavernese Sandra & Bob Taylor V Carlota & Mark Taylor Brian Tessler Gillien Todd & Kingsley Taft Kathleen & Mark Trachy Caroline & Tommy Traugott Jean & Raymond Troubh Elizabeth & Richard Tucker V Arzu & Murat Tuncata Stephanie Turchi Kenneth Tutunjian Tracy & William Ullman Rebecca Upham & Will Viner Alison & Greg White Sylvia D. Whitman Doug & Abby Wolfson Diana Wood Kate & Hamilton Wood V Tricia & Tom Wynn FRIENDS UP TO $249

Anonymous V (2 Gifts) Anonymous (6 Gifts) Brittany Abbott Jon Abbott & Shari Malyn D Kim Abiyounes Catherine Abrams Susan B. Abrams Stephen Affatigato Jennifer Akins V Martina Albright & Jon Bernstein D Charles Allen

Erica Allen Nancy Allison Jill Ambrose Ashley Amo Jeremy Angoff ’s Class, Cambridge School of Weston Ingrid Anid Michael Ansman Kimberly Apfelbaum Valerie Auyeung Kimberlee Bachman V Caroline Baker Lillian Barrett Cheryn Bastable Byron Suzanne J. Battit D Brittany Beale Brooke Beatt Nell Beattie Maggie & Peter Begley Victoria Bendetson V Tara Benedetti Anne Benjamin Geoffrey Bernstein Michael & Judy Bernstein Stephanie Bershad Brian Berube & Susan Wolff F Elizabeth Berylson Patrick Bigelow Elizabeth Blampied Rachel Bloomekatz & Micah Berman Lauren Blute James E. Boasberg Kathryn & John Boger D Kara Boon Patricia Bowler & David Wendell V Meghan Brahm Mark Branco/Littleton Middle School Ryan Breakey Madeline Brooks Sam Burke Cameron Burnham Laura Burnham Bragdon Alexandra Burns Alaska Burr Allison Burroughs Shirley & Eugene Buzderewicz Lindsey Byrne Kathleen & Larry Byrnes F Jay Caloras Ania & Carlos Camargo V Katy Capo

“The benefit of Steppingstone extends beyond the individual Scholars, creating a multiplier effect that positively impacts their schools, peers, families, and the generations to come. Whether motivating their siblings to work hard in school, serving as leaders in the workplace and their communities, or one day setting the example for their own children to go to college, Steppingstone Scholars make a meaningful difference to society.” William R. Fitzsimmons, Dean of Admissions and Financial Aid, Harvard College and Steppingstone Advisory Board member

Michael Carey Catherine Carmichael Julia Carney Kaitlin Carroll Kevin Caulfield Lynda Ceremsak & F. George Davitt Young May Cha Bruce Chafee V Chapman Family Russell Chase Edward Chen Lila Claghorn Nick Clark V Dane Clemow Dennis N. Cohen DMD Dimitri Cohen Samantha Cohen Andrew H. Cohn V Sarah Coletti Joanna Confalone V Jillian Connell Kerry Connor Beth Conway Molly Conway Jeffrey Coombs Michael Cooperman & Maria Schiff F Jacqueline Cossentino & Keith Whitescarver

Shannon Costello Jessica Courtney V Natalie Curtis Alex Cushman Ryland Dandreta Mandy Dauten Rachel Davidson Ari Davies Andrew Davis Jacqueline Davis Matthew Davis Caitlin Day-Lewis Nora Delay Drew Delorey Traci Demuth Charles Devens III V Jackie Deysher Sarah & Reid Diamond Dimitri Dimakis Margaret Dinan Trevor Doe David Donahoe Laurie B. Donahoe F Edward Donahue Tim Donovan Sarah Dorfman Daniello/ Littleton Middle School Anna Rachel Dray-Siegel Christine Driscoll V Page DuBeshter Karen Duffy & Harvey Gould Jean-Marc Dumay Scott Dunn Sharon & Stephen Engler D Madeleine Englis Kassie Epstein Sarah Etherington Brandon Wilson Evitt & Steven Evitt Anne Marie Evrivriades Jon Fador Melissa Falcucci Kristin Farioli Michael Farley John Faubert & Elizabeth Pratt D Kate Feiner Jonathan Ferrugia Mark & Tobey Fidler F Josh Fischel Edward Fish Sophie Fitzgerald

Patricia & William Fitzsimmons Andrew Folley Sarah & Charlie Forbes James Franco Emily French Debra & Steven French Elizabeth & D. Richard Friary V Elizabeth Friel Timothy Furcillo Catherine Galica Megan Gallagher Courtney Gardner Joan Garvey/Littleton Middle School Yurika Hashizume Geffin & Laurence A. Geffin Bliss Geisel Charles Gibson Daniel J. Gibson, Esq. Raya Gildor Stephanie Gisriel Tom Glenn Lynne & Robert Golden

“The interest that the Steppingstone organization and its dedicated staff have shown in my life, my siblings, and the success of the current generation of underserved urban students is the reason why I give back as a Steppingstone Alumnus.” J.P. Jacquet ’95, The Roxbury Latin School ’01, Harvard College ’05, Teachers College Columbia University ’12, and Associate Director of Portfolio Planning, New York City Department Of Education

Susan Goldstein & Jerry Panter Jill & Eric Gordon Andrew Gorgone Chris Gorgone Janet Gorgone

Saul Gorman Danielle Goryl Hilary Goss Britt Gottlieb Ian Grajewski Christine Grant Michael Greenberg Lisa Grodsky Elizabeth Gulliver Lara & Grant Gund Lindsey Gurian Julia Halleran Elizabeth & Edward Halloran Maura Halloran Michael Hamberg Tracy Hamm Mike & Leslie Hammer F Alex Hampton Jodi Hanover Tom & Emily Haslett F Mr. & Mrs. George Hatsopoulos F Jillian Hawes Kevin Hawkins Emily Hawkridge Pat & Jeff Hayden Ashley Hayes Robert Hayes F Brett Haywood Kate Heffernan Ayres Heller V Mary & Winder Heller Katherine Hendren Katie Hendricks Stephanie Hendricks Spencer Heydt Ann Hickey Barbara & William Hickey Alison Hiler Steve Hinds Geoffrey Hladik Marland Hobbs Mansfield Holmes Caroline Hostetter Ben & Lisa Humphreys V Madeline Hurst Will Hurwitz Raymonde Jacquet Sufia & Yasin Jamal V Matt Javitch David & Mary Johanson F Cindy Joyce

Tim Judson Evelyn J. Junge Kathryn Kargman V Julia Karol Thomas Karthaus Rob Katz Margot Kearney V Whitney Keefe Megan & Andrew Kelley Brian Kelly June Kempton/Littleton Middle School Matt Kessler Alexei Kissell M. Scott Knox Catherine & Douglas Knuth Ann Koch Erica Krueger Julie Lamusta Courtney Langdon Cliff Lasser & Elizabeth Adams Lasser David Lawton Kathryn Lazares Pam & Nicholas Lazares Kate Leahy Lindsay Leal Elizabeth Leigh John Leonard Emily Leventhal Janet Lewis Jennifer Lewis & Christopher Buell V John Lieb Henry Cabot Lodge Marc Lombardo Heather Long Emily Lord Rich Lufkin Brittney Lynch Bridget Mackey Chris Mackey Holly Maloney George Mandt V Laura Mangurian V Ivette & Ivan Manrique Jackie Mantica Ashley Marlenga Katie Maroon Margaret & Clayton Marsh V Kim Marshall F Sara Masciantonio Rick Masucci Katherine Matarazzo

Peter & Porter May D Abby Mayer Elena Mayfield Catherine McCool Kate McCoubrey Tricia & Geoffrey McGean F Anne McGowan Elizabeth McGowan & Peter Stuart

“Every child who is willing to work hard should have the chance to go to a great school and create a better future for themselves.” Allison Godoff, Fourth-Grade Teacher, Edward Brooke Charter School and Matthew Godoff, Director of Investor Relations, Synergy Investments Co-Chairs for The Crystal Ball annual fundraiser

Doreen McGuire Joe McKeever Jill Medvedow & Richard Kazis Kevin Meserve Paula & Larry Metz Jennifer Miguel Cathrine W. Milton Christen Mitchell Annie & Matthew Mittelstadt Alex Moore V Brian Morris Sarah Peck & Sean Morrison Peter A. Mullin V Dan Murphy Andrew Myers Duncan Nadler Christopher Naumes V Lee Navins Axel Nehr Elizabeth & Marshall Neilson F Marianne & John Nelson F Tram Nguyen Max Nibert D Arndt W. Nicklisch V Mike O’Brien


“A gift in any amount is a BIG investment in the life of a Scholar who will benefit from your support as they pursue their goals.” Natanaelle Orisma ’00, Boston Latin School ’06, Boston College, Political Science ’10, American University, Master’s degree in International Studies and Conflict Resolution ’12, Research Assistant, U.S. Agency for International Development


John O’Leary Donna & Robert O’Leary Thomas L. P. O’Donnell F Drew Oppenheimer Meghan Ottolini Elizabeth Parfit Tim Parks Meggie Patterson Tom & Ellen Payzant Virginia Pedroletti V Sam Peelle Gina Pellegrini Karen Pick F Morgan W. Pierson V Morgan Pile Alex Plaisted David Pogorele Jason Post Julie Powell Emily Powers Kristin Quinn Alec Radzikowski Robert Rae Weatherly Ralph Katherine Ramsey Alexander Randall Lucy Randall Dr. Adrienne Randolph Daniel Rasmussen Elizabeth Ratto & Roy Y. Liu F Neil St. John Raymond, Jr. John Reece

Schuyler Reece Nat Reimers Debbie & Joel Reisman Elizabeth Resor Thomas Reycraft Abigail Reynolds Delia Rissmiller Sarah Robertson Bridget Roche Cristina Ros Christine Ruocco Sarah Rutledge & Will Crump D Matt Salmon Tedd Saunders Wendy Savage Rebecca Sawyer Kate Scales Sarah Scales Patrick Scanlon Mimi Schatz Michael Schutzer Abigail Scully Lisa See Leeya Shaked Leigh Shapiro Justin Shaw Linda Shea Tim Sheehy V Andrew Shepard Jane Shiverick Richard Silverman F Alden Simonds Alyson G. Singer V Tatyana Sisk Paul Skinner Elizabeth Skovira Chris Sleeper John Smiroldo Allison Smith Janet Smith & Ted Martellini Mason Smith Kelly S. Alessandra Sozio Randi Spoon Nikoletta Stagias Arthur Stanton V Dave Stein Joan & Robert Stein Neely Steinberg Taylor Stevens & Peter McIntire Trina & Newcomb Stillwell

Phoebe Stone The Strid Family Michaela Suliman Garrett Sullivan Joseph Sullivan Mark R. Sullivan Terrance Sullivan Jenna Swan-Gross Brian Swett/Calvert Foundation Alan Tannenwald Matthew Tedeschi V Nate Thorne Rebecca & Kevin Tidmarsh V Warren Tolman Mark A. Tracy D Thu-Hang Tran Peter Trombino Stewart Tucker Nancy & Tony Ullman H John Van der Stricht Alejandra Viloria Katie Wadsworth Carol & Dwight Walker Nick Walker Alexa Walls Caitlin M. Walsh Tommy Walsh David & Gwen Wanger F Elizabeth Ward V Jessica West Betsy Wheeler G. Hubbard White Alice White Zarov Edwin Whittemore Jessamine Wigfall V Courtney Wilkinson Jess Williams Matthew Wittman Raymond Wu Caroline Yanofsky Samantha Yanofsky Daisuke Yasutake Bradley Zancanaro Arthur Zeckendorf June Zheng This report is accurate to the best of our knowledge. We sincerely apologize for any errors or omission.

Steppingstone would like to thank the following corporations for their generous support: $5,000 +

The Charles Hotel Di Santo Design Ropes & Gray LLP studiocom UP TO $4,999

Allegra Print & Imaging Anthony’s Pier 4 Artu Beacon Hill Bistro The Beehive Belmont Day School Belmont Hill School Betsey Johnson Boston Beer Company Buttonwood Inn The Cambridge School of Weston Castanea Partners Catholic Memorial School Charles Street Supply Co. & Hardware Crush Boutique Derby Academy DeScenza Jewelers Fay School The Fenn School Four Seasons Hotel, Boston Friel Golf Management, Co. Gilt City The Governor’s Academy/ Dr. Peter H. Quimby Grill 23 & Bar Jen Hawkins Events Hingham Savings Bank ilexDesigns Inn at Mill Falls Ippolita Isabelle’s Curly Cakes Joi Salon JoJo Loves You KPMG La Campania Lucca Mandarin Oriental Hotel, Boston The Meadowbrook School of Weston Mint Julep Newton Country Day School Ocean House Marina

The Park School The Ritz-Carlton, Boston The Roxbury Latin School Sammy Leigh Photos Serengeti Asset Management Simplicity Chef St. Paul’s School Starbucks The Boston Ballet Tie Your Apron Veritas Tutors, LLC Wachusett Mountain Watermill Management Company The Westin Copley Place The Wine Bottega The Winsor School

“I have been involved with Steppingstone from near inception. My interest originated as a young professional who tutored for Steppingstone on Saturday mornings. I believe Steppingstone has a strong model to help Boston schoolchildren obtain a superior education and life-changing opportunities.” Brent Edward Shay, Vice President, Wells Fargo Retail Finance and Steppingstone Board member Steppingstone would like to thank the following corporations for their matching gifts:

Anonymous Abrams Capital Management, LLC Adobe Systems Incorporated Bank of America Foundation BNY Mellon Goldman Sachs Foundation Grantham, Mayo, Van Otterloo & Co. LLC Natixis Asset Management Advisors State Street Foundation Wells Fargo Foundation

Commonwealth of Massachusetts David Medina ’99 Brooke Mills Mark Morrison The Steppingstone Staff The Steppingstone Class of 1991 The Steppingstone Class of 2001 Esther Stone Betsy Williams Jennifer Zolot “When we learned that some Steppingstone Scholars might have great difficulty attending college because their immigration status prevents them from receiving the financial aid they need to access college, we worked with The Steppingstone Foundation to create a pro bono project where our lawyers can work with Scholars and their families to identify potential avenues for immigration relief.” Ropes & Gray LLP (Front row, L to R: Daniel Devoe, Josh Levy, Heather Sprague, and Ming Zhu. Back row, L to R: Gina Riccio, Christy Rodriguez, Roz Nasdor, Stacylyn Dewey, and Sandy Dang.) Gifts were made to Steppingstone in honor of the following individuals:

Noah & Ryan Adler Beth & Max Bardeen Jennifer & Jonathan Block Benjamin Jay Block Dexter Blumenthal Kerry P. Brennan Herrick Chapman & Liz Cohen Lee Coffin & Tufts University Sarah Conrad Brian J. Conway Caroline Curtis & Patrick Hayes Michael Danziger Lee Englert Rosie Friedman The Gibson Family Allison & Matthew Godoff Dalinda Ifill ’99 Nathaniel Kellogg Jonathan Kranzley Alison & Craig Levy Isabelle & Ian Loring Marion Martignetti & Robert Gaughen

Gifts were made to Steppingstone in memory of the following individuals:

David Huynh ’00 Adrian Kozikowski ’00 Katherine Mella ’00 Natanaelle Orisma ’00 Tran Vu ’00 Shawn Le ’01 Geraldine Medina ’01 Courtney Monahan ’01 Jennifer Pierre ’01 JM Takeda ’01 Anonymous ’05

Carole Brown Burnham Mr. & Mrs. William E. Conway Ronald Panter

Thank you to the following individuals for enabling Steppingstone Scholars to attend Summer@Brown, a residential pre-college preparation program at Brown University:

We are so grateful for the generous support of Steppingstone Alumni. In 2011, 38 Alumni made donations to Steppingstone. Names in bold denote gifts of $100 or more.

Marina & Walter Bornhorst Jennifer Cusack & Michael Baker Lee & Jack Englert Leslie Riedel & Scott Friend Rachel Rock & Joshua Levy

Tegan Leonard Avellino ’91 Natasha Velickovic ’91 Ivan DeJesus ’92 Carlos DeAndrade ’93 Dr. Alicia Genisca ’93 Alex Bien-Aime ’94 Carlos Castillo ’94 Reginald Farina ’94 Asjah Monroe ’94 Kevin Tran ’94 Donavan Brown ’95 & Lauren Brown Caroline Cole Colicchio ’95 Yvonne Dabreo ’95 Marcus Haymon ’95 J.P. Jacquet ’95 Joy Kogut ’96 Cynthia Nguy ’97 Mary-Margaret Oppus ’97 Emely Orellana ’97 Kousha Bautista-Saeyan ’98 Jide Iruka ’98 Joanne Jacquet ’98 Sonia Lomba ’98 Atakelti Desta ’99 Michael Okoli ’99 Robyn E. Gibson ’00 Jasmine Hicks ’00

Thank you to Julie & Michael Posternack, former Steppingstone employees, for donating to Steppingstone in lieu of giving guest favors at their wedding. 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.

In 2011, Sarah Conrad, Vice President of The Steppingstone Academy and eight-year employee, completed a ninemonth certificate program through the Institute for Nonprofit Management and Leadership at Boston University, which focused on managing effective

teams, quality hiring, problem solving and issue resolution, and conveying an organization’s mission to external audiences. We are grateful for the Berylsons’ thoughtful and generous investment in Steppingstone’s future.

Barbara Okafor ’06 (Boston Latin Academy) was an honor roll student, captain of the track team, and a participant in the competitive Project Success summer program at Harvard Medical School. She is in her first year at University of Massachusetts/ Dartmouth.


Cassandra Vickers ’06 (Newton Country Day School) was a National Honor Society member, researched cancer at the Broad Institute of MIT and Harvard, and received academic Red Ribbon distinctions each year at NCDS. She is attending the University of Pennsylvania.

Alejandra Báez ‘05 (Dana Hall School) received the Katherine T. Gregory Award on Class Day, given to a student of high ethical standards, genuine concern for others, and outstanding character. She is attending Georgetown University. Bright Osajie ’05 (Milton Academy) was co-head of the cultural club Onyx, a member of the chamber singers group and an all-male a cappella ensemble, worked at Big Brothers Big Sisters, and is currently in his first year at University of Massachusetts/ Amherst. Andrés Cardona ’06 (Boston Latin Academy) was awarded the Brown University Book award at Boston Latin Academy’s National Honor Society induction ceremony in the fall of 2011. He is in his first year at Boston University. Angie Isaza ’06 (Boston Latin School) and Melissa Rodriguez ’06 (Boston Latin Academy) received scholarships from The Posse Foundation. Angie is in her first year at Bucknell University, and Melissa is attending Union College. Hury Michael ’06 (The Fessenden School, Boston College High) was a four-year Honor Roll student, winner of multiple leadership awards (including The Marguerite Thomson Award for Leadership and Openness to Growth), and received distinctions for excellence in classics and mathematics. He is in his first year at Colgate University.

Ikechukwu Okwerekwu ’07 (St. Sebastian’s School) was inducted into both the National Honor Society and Spanish Honor Society for his demonstrated scholarship and leadership. He spent summer 2011 working at Boston Medical Center’s Summer Enrichment program. Aman Stuppard ’07 (Roxbury Latin) was treasurer of his class, a tour guide on campus, a varsity athlete, and a host for prospective students. He has also volunteered as a tennis instructor for boys under age 12 in Dorchester and teaches Sunday School at his church. Nancy Kacupaj ’08 (Park School, Beaver Country Day School) was elected president of her class. Ashley Santelises ’08 (Southfield School) spent summer 2011 at MIT’s highly selective Minority Introduction to Engineering and Science (MITES) program, was named prima (first in her senior class), and is now an undergraduate at MIT.



Financial Statements for December 31, 2011 The Steppingstone Foundation, Inc.

Statement of Financial Position

Statement of Activities and Changes in Net Assets


Operating Revenue and Support:

Current Assets

Cash and cash equivalents Contributions receivable Other receivables Prepaid expenses

Total current assets

$ 2,103,183 1,060,481 4,070 120,084 3,287,818

Pledges Receivable, net of current portion and discount 115,716 Investment in Limited Partnerships 111,217 156,680 Property & Equipment, net Deposits 64,721 Total assets

$ 3,736,152

Liabilities & Net Assets Current Liabilities Accounts payable, accrued expenses and other Deferred revenue Total current liabilities

$ 146,613 137,345 283,958

Deferred Rent 141,478


Total liabilities


Net Assets Unrestricted: Operating Board Designated Property & Equipment

956,968 1,000,000 156,680

Total unrestricted


Temporarily restricted


Total net assets Total liabilities and net assets

3,310,716 $ 3,736,152

Fundraising events revenue Less cost of direct benefit to donors Net fundraising events revenue

$ 905,459 (108,633) 796,826

Contributions and grants 3,303,165 In-kind revenue 245,303 Conference 106,083 Membership income 61,170 Other income 7,269 Interest income 2,190 Total operating revenue and support


Operating Expenses: Program Services: Steppingstone Academy College Success Academy National Partnership for Educational Access Replication

2,359,538 535,410 387,254 99,310

Total Program Services


Supporting Services: General and administrative Development

458,002 700,813

Total supporting services


Total operating expenses


Change in net assets from operations


Non-operating Revenue (Expenses): Capital contributions In-kind services for website design Realized and unrealized gains on investments Reserve-pledges receivable Change in net assets Net Assets, beginning of year Spin-off of affiliate Net Assets, end of year

79,974 50,000 3,698 (100,000) 15,351 4,852,488 (1,557,123) $ 3,310,716


The Steppingstone Foundation is grateful to the following firms who donated or discounted their services to make the design and printing of this annual report possible: BARTON PRODUCTIONS DI SANTO DESIGN BILL MILES PRODUCTIONS PRINTSYNERGY SOLUTIONS

Additional photographs supplied: Karen Snyder Photography, p7; Allison Johnson’s photo was taken by KCK Photography, p8; Prithvi Shankar photo by Michael Lutch, p10; Paul Grogan photo by Richard Howard, p11; Danielle Heard photo courtesy of Belmont Hill School, p11; William R. Fitzsimmons photo by David Ryan of The Boston Globe, p12; J.P. Jacquet photo courtesy of University School, p13; Brent Shay photo by Michael Blanchard Photography, p14; Ropes & Gray LLP photo by Steven Nelson, Fay Photo, p15.

Founded in 1990, The Steppingstone Foundation is a non-profit organization that develops and implements programs that 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 The Steppingstone Foundation is committed to a policy of equal treatment for all individuals. Š 2012 The Steppingstone Foundation This brochure has been printed on recycled paper.


155 Federal Street Suite 800 Boston, MA 02110 617-423-6300 phone 617-423-6303 fax

Keven Querido ’12, a sixth grader at The Fenn School ‘16, is an avid reader and particularly enjoys the 39 Clues and Percy Jackson & the Olympians series. Math is his favorite subject, and he likes playing soccer with his friends. Keven wants to be a doctor and says, “I was both happy and sad about graduating from Steppingstone. I’m proud of myself, but I’ll miss my teachers and friends. And I can’t believe how lucky I am to be going to The Fenn School!”