The Steppingstone Foundation Annual Report (1/1/15-6/30/16)

THE STEPPINGSTONE FOUNDATION ANNUAL REPORT JANUARY 1, 2015 - JUNE 30, 2016

TO YOU

FROM THE PRESIDENT AND BOARD CHAIR As we write this letter, Steppingstone is coming off a period of extraordinary change and growth. 2015 marked Steppingstone’s 25th year of serving hardworking Boston students, and the anniversary provided a time to celebrate and reflect on our past work while looking to the future. We’ve come a long way since we admitted our first class of 14 Scholars in 1990. We now serve 1,600 Scholars, and Alumni from the early classes are doctors, lawyers, teachers, and engineers who credit Steppingstone with making a major positive impact on the arc of their lives at a critical age. We are so grateful for your support of our work.

Over the past few years, we’ve had the first class of College Success Academy Scholars enter high school, and we recently expanded the program to serve students in East Boston. We’ve also enhanced our career services to make sure Scholars who graduate from college are prepared for success in the professional world. Take Scholar Dean Ebozue ’04, for example, who reconnected with Steppingstone classmate Matthew Hayes ’04 at a career panel featuring Alumni Scholars. After the two caught up and talked about their shared professional goals, Matthew offered Dean a job as a financial analyst at the company he founded, Elysium Industries.

Dean told us, “Steppingstone has been changing my life since 2002!”

In 2016, we debuted a fresh new look, including a new logo and signature colors.

Rest assured, our name, mission, and vision remain unchanged, and we are more committed than ever to supporting Boston students as they work toward their dream of graduating from college. In 2017, we’ll serve more Scholars than ever, and we wouldn’t be able to do it without you.

In this report, you’ll meet a few of the Steppingstone community members who, like you, make our work possible every day. Thank you for being part of the Steppingstone family.

Sincerely yours,

Kelly D. Glew, President

Brian J. Conway, Board Chair

P.S. We’ve also changed our fiscal year, so this report reflects the 18-month transition year. For those of you who give annually (thank you!), you might find yourself in a giving category that reflects multiple gifts.

LETTER | PAGE 3

DONORS & PARTNERS

THE BERYLSON FAMILY > JOHN AND AMY S. BERYLSON JAMES BERYLSON JONATHAN BLOCK AND JENNIFER BERYLSON BLOCK ROBERT KATZ AND ELIZABETH BERYLSON KATZ

Since 1998, when they made their first gift, Amy and John Berylson have been among Steppingstone’s most loyal a​ nd generous ​supporters. The entire family is deeply committed to S​ teppingstone’s​mission: Amy and John’s children have worked at Steppingstone and s​at on ​several​ committees, while Amy has s​erved on the Board of Directors for nearly 20 years.

“Steppingstone Scholars of all ages have such a positive impact on their communities, and investing in them is really an investment in Boston’s future.”

“When I was in high school,” said Amy and John’s daughter Jennifer Berylson Block, “I spent a summer working with Scholars at Steppingstone, and I immediately fell in love with the program and its mission. In high school and college, several of the members of the first graduating class were my classmates, teammates, and very close friends. Now, as a member of the Board of Ambassadors, I am happy to have the opportunity to spread the word about Steppingstone.

Steppingstone Scholars of all ages have such a positive impact on their communities, and investing in them is really an investment in Boston’s future​.”

In recognition of the Berylsons’ generosity and dedication to Steppingstone, The Steppingstone Academy’s 14-month academic preparation component has been named in honor of their family.

Steppingstone President Kelly Glew said, “Over the years, the Berylson family has supported Steppingstone’s growth while also funding our evaluation efforts to ensure that we’re providing Scholars with the most effective program services possible. We are honored to publicly recognize their ongoing commitment to Steppingstone.”

VOICES | PAGE 5

DONOR PROFILES

JANA KARP >

In my role as a teacher, and now as the founder and Executive Director of Boston Youth Sanctuary, I see the power of education every day. But I also see that there are so many obstacles to get to college, and students do not always have the tools they need to access college, let alone graduate.

“As a member of the Board of Directors, I get the chance to meet Scholars who are using the opportunities they have been given to make the world a better place.

As a donor, what more could I hope for?�

Steppingstone makes a long-term (12+ years!) commitment to every single Scholar to ensure that they achieve their goal of graduating from college. My family and I chose to make our gift over several years, because we know that pledging our support for the future will help Steppingstone better plan and be able to support more Scholars.

As a member of the Board of Directors, I get the chance to meet Scholars who are using the opportunities they have been given to make the world a better place. As a donor, what more could I hope for?

ERIC JONES > HEAD OF SCHOOL, COMMUNITY PARTNERSHIP SCHOOL, PHILADELPHIA MEMBER OF THE NATIONAL PARTNERSHIP FOR EDUCATIONAL ACCESS

Community Partnership School was founded in 2006 and joined Steppingstone’s National Partnership for Educational Access (NPEA) soon after, when we were still finding our niche.

NPEA intrigued me initially because it helps folks engaged in access work to collaborate in an organized way, share best practices, and learn from each other.

We remain active because of the network we’ve been able to tap as part of NPEA. I’ve developed relationships with colleagues from across the country who share the goal of using education to improve lives.

“I’ve developed relationships with colleagues from across the country who share the goal of using education to improve lives.”

Steppingstone’s NPEA team is phenomenal – they are masters at creating meaningful connections between members. If I had to tell a prospective member one thing, I would tell them the time and money invested in NPEA are resources well spent for anyone interested in broadening access to opportunity for young people and families.

VOICES | PAGE 7

JOSÉ VEGA ’95 >

My mom grew up in Panama and dropped out of school in sixth grade because she had to help raise her ten brothers and sisters. She always had the dream of earning a college degree, and when I was young, she worked toward her GED and later went on to earn a bachelor’s degree at Lesley University. I was, and am, so proud of her. She was at Lesley at the same time that I was a student at Boston University, and seeing how hard she worked was motivation for me to keep going. Quitting was never an option for me.

“As a young Scholar, I knew I was lucky to be the recipient of great generosity, and now, I’m happy to be in the position to provide that to a new generation of Scholars.”

My family and I will always be grateful to Steppingstone. Before I was in the program, my parents didn’t know about independent schools like Roxbury Latin, where I ended up going to school.

I know a lot of Steppingstone Scholars are in the same position I was. Steppingstone gives them the support they need to attain goals that might otherwise seem unattainable.

I’ve been so happy to be able to give back to Steppingstone – both financially, and as a career mentor to Scholars. As a young Scholar, I knew I was lucky to be the recipient of great generosity, and now, I’m happy to be in the position to provide that to a new generation of Scholars.

VOICES | PAGE 8

PROGRAM HIGHLIGHTS

HIGHLIGHTS

NUMBERS | PAGE 10

In 2015 & 2016...

You helped Steppingstone forge new partnerships, expand our College Services department, and serve more Scholars than ever before - thank you! If you’d like to see in-depth highlights from the past year and coverage of current events, visit thesuccesseffect.org.

WHO WE WORK WITH

Scholars were born in 20 different countries

86%

Steppingstone Scholars are hardworking,

motivated students

are first-generation college students

from low-income Boston neighborhoods who want to make their mark on the world.

Scholars range from

10 to 24 years old

PROGRAM REACH Last year, Steppingstone supported 1,600 Scholars and their families

Scholars live in 10+ different neighborhoods and study at

100 schools throughout Boston where they inspire their peers and enrich their classrooms.

HIGHLIGHTS

NUMBERS | PAGE 12

How we’re different

Steppingstone programs combine early intervention and long-term student support. Thanks to your generosity, we provide each Scholar and family with

more than 12 years of support, preparation, and guidance.

AGE 10

Each Scholar commits in 4th or 5th grade to the hard work necessary to earn their college degree. In return, we commit to advising and supporting them every step of the way.

COLLEGE GRADUATION!

DID YOU KNOW?

1,000

In 2015 & 2016, Scholars traveled more than 1,000 miles on college tours with Steppingstone.

New!

In 2016, Steppingstone’s curriculum was updated to inspire interdisciplinary learning in our classrooms.

+ 10

After Steppingstone’s 2016 summer program, Scholars’ test scores showed improvement in ALL areas.

Steppingstone Advisors speak 10 different languages, including Haitian Creole, Spanish, Vietnamese, Cantonese, and Taishanese.

A SCHOLAR’S JOURNEY STEP 1

STEP 2

STEP 3

APPLICATIONS for admission to Steppingstone programs start as early as 4th grade.

PREPARATION starts with with rigorous summer sessions and after-school classes during the year.

PLACEMENT in the independent or public school that best fits the needs of the Scholar.

STEP 4

STEP 5

STEP 6

SUPPORT SERVICES help Scholars develop leadership skills, persevere through challenges, set goals, and more.

COLLEGE SERVICES ensure Scholars thrive in college, graduate, and go on to build rewarding careers.

ALUMNI travel far as they build their careers, but they never leave the Steppingstone community.

ACHIEVEMENTS AND CAREERS

99%

graduate from high school

93%

80%

enroll in a four-year college

graduate from a four-year college within six years

Scholars have earned degrees from 140 different colleges

900 ALUMNI

are making their mark all over the professional map (in finance, technology, education, medicine, non-profits, art, and law).

ALUMNI GIVING BACK Scholars and Alumni stay deeply involved in Boston. Last year, dozens came back to support the next generation of Scholars.

TEACHING

ADVISING

Anthony Mathieu ’02, and 15+ other Scholars and Alumni, came back to teach and mentor younger Scholars.

Mariela DeLeon ’04, Haris Kuljancic ’08, and Khue Nguyen ’01 worked full-time as Steppingstone Advisors.

CONNECTING

LEADING

Emely Orellana ’97 served as an Outreach Assistant, helping new families access Steppingstone.

Donavan Brown ’95 & Mariel Novas ’00 served on Steppingstone’s Board of Directors.

We are honored to have such an engaged Alumni community and couldn’t be more proud of everything Alumni have accomplished.

HIGHLIGHTS

NUMBERS | PAGE 15

NATIONAL PARTNERSHIP FOR EDUCATIONAL ACCESS An initiative of The Steppingstone Foundation, NPEA is a membership association dedicated to promoting quality, success, and growth amongst member organizations, partner schools, and communities committed to educational access for underrepresented students.

Today, there are more than 1,500 education professionals in the NPEA network.

NPEA’S COMMUNITY NPEA supports more than 300 organizational members in 35 states. NPEA members collectively serve more than 400,000 underrepresented students nationwide.

HOW NPEA FOSTERS QUALITY, SUCCESS, AND GROWTH

best practice and data sharing

professional development

collaboration and innovative thinking

annual conference and regional events

RECENT HIGHLIGHTS

400

400 education professionals came together for NPEA’s 8th annual conference in Baltimore

NPEA Data Counts, a new initiative for 2015,

identified 10 key indicators of college access and success for underrepresented students

“I have been struck at each NPEA conference by the sophistication of the conversations — the fact that everybody is so well versed in the field — and what that engenders. During the conference, you can just feel the connections that are being made, the collaborations that are being born, and the bubbling up of ideas that will surely become effective programs.”

- Doreen Kelly-Carney, Co-Director of College Placement, Academy of the Pacific Rim

NATIONAL HIGHLIGHTS

NUMBERS | PAGE 17

SCHOLARS LEAVE THEIR MARK ALUMNI ACHIEVEMENTS MATTHEW HAYES ’04 is president and founder of Elysium Industries, a start-up that develops safe, clean energy.

NYADENYA INYAGWA ’00 served with AmeriCorps at his former elementary school, Mission Grammar, in Roxbury.

SENAM KUMAHIA ’96 was honored on Boston Business Journal’s 40 Under 40 list. Among his many accomplishments are chairing Boston Renaissance Charter School’s Board and serving on Boston City Councilor Josh Zakim’s steering committee.

CINDY NGUY ’97 graduated from UCLA’s Anderson School of Management and now works at Microsoft. She recently connected Steppingstone with a free computer science course for teachers.

MICHAEL OKOLI ’99 is an orthopedic surgery resident at Thomas Jefferson University Hospital in Philadelphia.

MARYNEE PONTES ’05 moved to Ghana to work as a program assistant for the Tufts-in-Ghana program and at a Ghanaian fashion company called Studio 189.

TRAN VU ’00 spearheaded The First Days Story Project: Voices of the Vietnamese Refugee Experience for PBS. The project was an effort to collect, preserve, and celebrate the stories of Vietnamese-American refugees and Vietnam veterans.

ROCHELLE WILLIAMS-BELIZAIRE ’94 runs the clinical component of a breast and ovarian cancer research project at MD Anderson Cancer Center in Texas. Her team met with Vice President Biden to discuss bringing their work to a national scale.

SCHOLAR ACHIEVEMENTS SIMON ACEVEDO ’12 (Brimmer and May ’16) was awarded the Stephen Phillips Memorial Scholarship. As senior class president, he also gave the opening remarks at his graduation, where he received the Blazer Award, which is given to students who have left their mark on the school.

NATHAN AKUKWE ’09 (St. Sebastian’s ’16) received the Leslie C. Quick, Jr. Award in recognition of his exemplary initiative, creativity, and perseverance in advancing the mission of the school.

HENDRICKS DELVA ’09 (Dedham Country Day School ’12, Belmont Hill School ’16) received the Milton L. Dodge Prize in recognition of his determination, perseverance, and the contributions he made to Belmont Hill.

ANGELA DUONG ’10 (Buckingham Browne & Nichols ’17) started Hope for Justice to raise awareness about human trafficking.

College Success Academy Class 5 Scholar RACHEL FELIZ, (Donald McKay School, grade 6) was featured on Channel 7 for helping earthquake survivors in Ecuador.

SUMAYA IBRAHIM ’13 (Beaver Country Day, grade 9) became president of the Student Council. She also developed online templates for Books for Peace, a program that helps students in other countries access English-language materials.

CHRIS KIM ’10 (Boston Latin School ’16) and MICHAEL JOHN ’10 (Boston Latin Academy ’16) were honored as Gates Millennium Scholarship Finalists.

College Success Academy Class 3 Scholar DOMINIQUE PABON (Thomas A. Edison School, grade 8) was selected to attend the 2017 Presidential Inauguration Leadership Summit.

SCHOLARLY ACHIEVEMENTS

EXCELLING IN CLASS & THE COMMUNITY | PAGE 19

SCHOOLS LISTS Steppingstone works with 45 schools in the Boston area. Our strong relationships with these partners ensures that Scholars, families, and school communities benefit from Steppingstone’s work.

COLLEGE SUCCESS ACADEMY PARTNER SCHOOLS Thomas A. Edison K-8 School Gardner Pilot Academy Jackson/Mann K-8 School Donald McKay K-8 School THE STEPPINGSTONE ACADEMY PLACEMENT SCHOOLS

Steppingstone Scholar Deena speaks during The Steppingstone Academy’s 2016 Commencement ceremony. She now studies at Boston Latin School.

PLACEMENT | PAGE 20

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 Southfield School Fay School The Fenn School The Fessenden School Governor’s Academy Holderness School The Meadowbrook School of Weston Meridian Academy Milton Academy Nashoba Brooks School 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 Thayer Academy The Winsor School

THIS LOOKS LIKE A LIST OF INSTITUTIONS. IT’S ACTUALLY HUNDREDS OF SUCCESS STORIES.

Steppingstone Scholars have graduated from the following four-year colleges. Names in red indicate colleges with more than 10 Scholar graduates.

American International College Amherst College Ashford College Assumption College Babson College Barnard College Bates College Bay State College Becker College Bentley College Berklee School of Music Boston College Boston University Bowdoin College Brandeis University Bridgewater State University Brown University Bryant University Bryn Mawr College Bucknell University Cambridge College Carnegie Mellon University Catholic University of America Centre College Cheyney College The Citadel Military College Clark University Clarkson University Colby College Colgate University College of the Atlantic College of the Holy Cross The College of Wooster Columbia College, South Carolina Columbia College, Chicago Columbia University Connecticut College Curry College Dartmouth College Duke University Eastern Nazarene College Eckerd College Emerson College Emmanuel College Emory University Endicott College

Fairfield University Fisk University Fitchburg State College Florida A & M University Fordham University Framingham State University George Mason University George Washington University Georgetown University Georgia Institute of Technology Georgia State University Gordon College Hamilton College Hampshire College Hampton University Harvard College Hobart College Howard University Jacksonville University Johns Hopkins University Johnson & Wales University Lasell College Lehigh University Lesley University Loyola University, Chicago Maine Maritime Academy Manhattan College Marlboro College Mass. College of Art & Design Mass. College of Liberal Arts Mass. College of Pharmacy & Health Sciences MIT Merrimack College Middlebury College Morehouse College Morgan State University Mt. Holyoke College Mt. Ida College The New School New England Institute of Art New York University Newbury College Nichols College Northeastern University Northwestern University Pace University Pennsylvania State University Pine Manor College Providence College Quinnipiac University Regis College Rensselaer Polytechnic Institute Rhode Island School of Design Rochester Institute of Technology Rollins College Sacred Heart University Salem State College Salve Regina University Santa Clara University Savannah College of Art & Design

School of the Museum of Fine Arts Simmons College Smith College Southern Connecticut State University Spelman College Springfield College Stanford University St. Francis College St. John’s University Stonehill College Suffolk University SUNY Stonybrook Syracuse University Temple University Trinity College, CT Trinity College, DC Tufts University Tulane University Tuskegee University Union College University of California, Berkeley University of California, Davis University of Connecticut University of Hartford University of Massachusetts Amherst University of Massachusetts Boston University of Massachusetts Dartmouth University of Massachusetts Lowell University of Miami University of New England University of New Hampshire University of North Carolina at Chapel Hill University of Pennsylvania University of Phoenix University of Pittsburgh University of Rhode Island University of Richmond University of Rochester University of Southern California University of Tampa University of the Arts University of Wisconsin-Madison University of Vermont University of Virginia Wagner College Wellesley College Wentworth College Wesleyan University Western Governors University Westfield State University Wheaton College Wheelock College Williams College Worcester Polytechnic Institute Yale University

FINANCIAL STATEMENTS

FINANCES

STATEMENTS OF FINANCIAL POSITION For the eighteen months ended June 30, 2016

ASSETS CURRENT ASSETS Cash and cash equivalents Current portion of accounts and pledges receivable Other receivables Prepaid expenses

$460,309 1,176,596 6,951 71,049

Total current assets

1,714,905

PLEDGES RECEIVABLE, net of current portion 1,456,166 PROPERTY & EQUIPMENT, net 101,360 FINANCING FEES, net 5,085 DEPOSITS 100,805 Total assets

$3,378,321

LIABILITIES & NET ASSETS CURRENT LIABILITIES Accounts payable, accrued expenses and other Deferred revenue Total current liabilities

$103,973 98,561 202,534

DEFERRED RENT

197,791

Total liabilities

400,325

NET ASSETS Unrestricted

(185,893)

Temporarily restricted

3,163,889

Total net assets

2,977,996

Total liabilities and net assets

$3,378,321

* During the 2016 fiscal year, Steppingstone’s financial strategy was planned around launching and implementing the College Success Academy, building infrastructure, increasing fundraising capacity, and transitioning to a June 30 fiscal year end. These strategic measures contributed to a deficit that was thoughtfully considered in advance of the year’s spending. Because FY2016 facilitated the transition to Steppingstone’s new fiscal year, expense figures include six additional months from January-June 2016. While pre-summer expenses are typically high, fundraising is not generally significant during the first six months of the calendar year. We expect to see this deficit eliminated in fiscal year 2017.

FINANCIAL STATEMENTS | PAGE 23

STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS For the eighteen months ended June 30, 2016

OPERATING REVENUE AND SUPPORT Fundraising events Less – cost of direct benefit to donors

$2,341,638 (96,108)

Net fundraising events revenue

2,245,530

Contributions and grants Conference Membership Other In-kind Revenue

4,028,884 411,029 152,554 100,759 16,318

Total operating revenue and support

6,955,074

OPERATING EXPENSES Program Services: The Steppingstone Academy College Success Academy National Partnership for Educational Access Replication

3,271,185 1,585,067 756,257 84,417

Total Program Services

5,696,926

Supporting Services: General and Administrative Development

750,796 1,710,324

Total supporting services

2,461,120

Total operating expenses

8,158,046

Changes in net assets:

Change in net assets from operations

(490,014)

Change in temporarily restricted net assets

(712,958)

Total changes in net assets

(1,202,972)

NET ASSETS, beginning of period

4,180,968

NET ASSETS, end of period

$ 2,977,996

FINANCES

LEADERSHIP

BOARD OF DIRECTORS

AMY SMITH BERYLSON Director, Richard and Susan Smith Family Foundation TODD BLAND Head of School, Milton Academy DONAVAN BROWN ’95 Assistant Vice President, Brown Brothers Harriman & Co. DENISE JEFFERSON CASPER U. S. District Judge, U. S. District Court for the District of Massachusetts BRIAN J. CONWAY, CHAIR Chairman, TA Associates MICHAEL P. DANZIGER Founder, The Steppingstone Foundation MICHAEL DENNING Head of Upper School, Noble & Greenough School MARY DRISCOLL Instructional Superintendent, Boston Public Schools

BART EPKER Partner, PAR Capital LUCY GALBRAITH Managing Member, Kindred Capital Advisors, LLC KATE GILBANE JONATHAN M. GOLDSTEIN Senior Advisor, TA Associates ANDREW HAHN Professor, Heller Graduate School, Brandeis University PAM HOLDING Chief Investment Officer, Pyramis Global Advisors ALLISON JOHNSON Principal, Allison Johnson Design DARLENE JORDAN Executive Director, Gerald R. Jordan Foundation JANA M. KARP Executive Director, Boston Youth Sanctuary, Inc.

ISABELLE LORING Director, Nantucket Conservation Foundation RICHARD I. MELVOIN Head of School, Belmont Hill School A. PETER MONACO, JR. Managing Director, Raptor Capital Management MARIEL NOVAS ’00 Manager of Teacher Leadership Development, Teach for America MIKE PASCUCCI Principal, Rose Grove Capital Management, LLC TRICIA SCHADE Director, Visual Thinking Strategies JOHN G. SIMON Managing Director, Sigma Prime Ventures CHRISTINA WING-O’DONNELL Senior Lecturer, Harvard Business School

JOSHUA S. LEVY Partner, Ropes & Gray LLP

* BOARD LISTS INCLUDE MEMBERS WHO SERVED IN 2015 AND/OR 2016

BOARD OF AMBASSADORS PAMELA ALBRIGHT Board of Trustees, Brooks School ERIC ANDREW ’94 OffrBox.com NGOZI ANIDI ’98 Akin Gump LLP JOANNE JACQUET ARAUJO ’98 Suffolk County District Attorney’s Office

COLEEN DINNEEN

RACHEL ROCK

DARREN DONOVAN KPMG, LLP

MATTHEW RUSSELL FOROS

BETSY & RICK EDIE Dedham Country Day School

MATT SANTANGELO Northern Trust

JENNIFER MUGAR FLAHERTY The Mugar Foundation

CAROLINE SCHERNECKER PIXLEY SCHICIANO, CHAIR Boston Ballet Company

JEN HAWKINS Jen Hawkins Events

JULIE BARRON Wilmington Trust Company

ANTHONY SCHWEIZER UBS Private Wealth Management

BLAIR HENDRIX Bain Capital

JENNIFER BERYLSON BLOCK MATCH Charter Public School Smith Family Foundation

SIMONE SCOTT-WALKER GORD KLUZAK Goldman Sachs

RACHEL SEGALL The Wellness Room

SUSAN BONEY BROOKE LAUGHLIN LINDA BORDEN Engineering Outreach Programs, MIT KATIE BRAMLEY CHUCK BRIZIUS 1251 Capital Group LLC

KATE LUBIN

BRENT EDWARD SHAY Wells Fargo Capital Finance

ANTHONY MATHIEU ’02 Boston Latin Academy

ROB SMALL Berkshire Partners LLC

ALISON MONAGHAN

HILARY N. STEINERT Board of Trustees, Nashoba Brooks School Board of Visitors, The Fenn School

LAURA & GREG MULREADY Lee Munder

ALISON BROWN

ANNIE WEINBERG

DR. VINCENT & SUSANNE CHIANG Boston Children’s Hospital

MARSHA PERREAULT JENNY WEYMOUTH

ERIN CONDRON

EMILY PHILLIPS Lincoln-Sudbury Regional High School

JAMES COUGHLIN Fidelity Investments

DREW PLUHAR Abrams Capital

NELLY XAVIER Fiera Capital

BOARD OF ADVISORS ANN COLES, ED.D. College Access Senior Fellow, uAspire WILLIAM FITZSIMMONS, ED.D. Dean of Admissions and Financial Aid, Harvard College

CHRIS GABRIELI Chair, Massachusetts Board of Higher Education

KARL REID, ED.D. Executive Director, The National Society of Black Engineers

PAUL GROGAN President, The Boston Foundation

JOHN S. WEINBERG Vice Chairman, Goldman, Sachs & Co.

JOANNA JACOBSON Founder and Managing Partner, Strategic Grant Partners

* BOARD LISTS INCLUDE MEMBERS WHO SERVED IN 2015 AND/OR 2016

MEMORIES

BEYOND THE CLASSROOM | PAGE 29

STEPPINGSTONE’S FY2016 GIFT LIST 18-MONTH PERIOD FROM JANUARY 1, 2015, TO JUNE 30, 2016

Big news! Steppingstone has changed its fiscal year to July 1 - June 30. Any gifts received after June 30, 2016, will be reflected in our FY2017 annual report. We are grateful to everyone on this list, and to all the donors who’ve already contributed to our upcoming year. Thank you!

This gift list reports on the 18-month period from January 1, 2015, to June 30, 2016.

Symbols denote donors who have made gifts for at least:

✹ 20 consecutive years

✦ 10 consecutive years

LIFETIME GIVING Since its founding in 1990, the following individuals and foundations have given over $1 million to Steppingstone.

Anonymous Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Richard and Susan Smith Family Foundation: Richard and Susan Smith, John and Amy S. Berylson and James Berylson, Jonathan Block and Jennifer Berylson Block, Robert Katz and Elizabeth Berylson Katz, Robert and Dana Smith, Debra S. Knez, Jessica Knez and Andrew Knez Mrs. Leonard Block Karen & Brian Conway Michael P. Danziger Peggy & Dick Danziger Joanna & Jon Jacobson Isabelle & Ian Loring Hope & Mike Pascucci Medha Sinha & Arthur G. Epker III

FOUNDERS’ CIRCLE $100,000+ JANUARY 1, 2015 – JUNE 30, 2016

Anonymous ✦ Amy Smith & John G. Berylson ✦ Mrs. Leonard Block ✹ Denise Jefferson Casper Karen & Brian Conway ✹ Sandra & Paul Edgerley ✦ Fidelity Investments ✤ Joanna & Jon Jacobson ✦ Allison & Edward Johnson ✦ Isabelle & Ian Loring ✦ Sukey & Mike Novogratz Hope & Mike Pascucci ✤ Medha Sinha & Arthur G. Epker III ✦

✤ 5 consecutive years

PRESIDENT’S CIRCLE $50,000 - $99,999 JANUARY 1, 2015 – JUNE 30, 2016

Anonymous ✹ Pam & Bear Albright ✤ Bain Capital Children’s Charity LTD ✦ Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee ✦ Melora & Andrew Balson ✤ Joshua & Anita Bekenstein Charitable Fund ✦ The Boston Foundation ✦ Cummings Foundation Hilary & Chris Gabrieli ✤ Charles Hayden Foundation ✦ Pam & Bill Holding ✤ Barbara & Amos Hostetter ✦ Abby Johnson & Chris McKown ✤ The Esther A. & Joseph Klingenstein Fund, Inc. ✦ Liberty Mutual Foundation, Inc. ✤ William Kaiser Karp Family Foundation ✤ Kaia Miller & Jonathan Goldstein ✦ Northern Trust Christina Wing O’Donnell & Thomas O’Donnell ✦ Tricia & Chris Schade ✦ Wellington Management Foundation

LEADER’S CIRCLE $10,000 - $49,999 JANUARY 1, 2015 – JUNE 30, 2016

Anonymous (2) ✦ Anonymous (2) ✹ Anonymous ✤ Abrams Foundation ✤ Nancy Adams & Scott Schoen Kristen & James Atwood ✦ Barneys New York Jennifer & Jonathan Block ✦ Susan Jefferson Boney & Paisley Boney ✤ Linda & Mark Borden ✤

Katie & Don Bramley ✤ Alison Brown & Greg White ✤ Cabot Family Charitable Trust Camille & David Carlstrom The Cedar Street Foundation ✦ Erin & Devin Condron Stephanie & John Connaughton ✦ Kerrie & James Coughlin ✦ Victoria & David Croll ✦ Michael P. Danziger ✹ Peggy & Dick Danziger ✹ Dean Welfare Trust; BNY Mellon Trust of New England, Corporate Trustee ✦ Coleen & Ted Dinneen ✹ Cyndy & John Fish/Suffolk Cares Laura & John Fisher ✹ Nancy & Richard Friedman ✹ Debbie & Keith Gelb ✤ Kate & Tom Gilbane ✦ Granite Telecommunications Jeanne & Tom Hagerty ✤ Jackie & Blair Hendrix ✦ Kimberly Hsu-Barber & Jeffrey Barber ✤ Hunt Street Fund ✤ Olga & Scott Jaeckel ✦ Char Joslin & Les Cheek ✤ Karen Kames & Christopher Gaffney ✦ Nathaniel & Ellen Kellogg/ J. C. Kellogg Foundation ✦ Mary Beth & Adam Kirsch ✦ Brooke & Conan Laughlin Linde Family Foundation ✤ Lovett Woodsum Foundation ✦ Kate Lubin & Glen Sutton ✦ Tristin & Martin Mannion ✦ Linda & Andy McLane ✦ Anne & Colin McNay ✤ George H. & Jane A. Mifflin Memorial Fund A. Peter Monaco, Jr. ✦ Alison & William Monaghan Kristin & Stephen Mugford ✦ Laura & Greg Mulready ✤ Marion & David Mussafer ✦ Shelly & Ofer Nemirovsky ✤

Kim & Greg Pappas Emily & Drew Pluhar ✦ The Plymouth Rock Foundation ✦ Stephanie & Adam Rogers ✤ Ropes & Gray LLP ✤ State Street Foundation, Inc. ✦ Pixley & Kenneth Schiciano ✦ William E. Schrafft & Bertha E. Schrafft Charitable Trust ✦ Rachel Segall & Tony Hurley ✦ Susan & John Simon ✹ Christine & Robert Small ✦ Stephanie & Brian Spector Jennifer & Seth Stier ✦ Amy & John Weinberg ✦ Jenny & Sandy Weymouth/Hess Foundation ✦ Wilmington Trust

SCHOLARS’ SOCIETY $5,000 - $9,999 JANUARY 1, 2015 – JUNE 30, 2016

Anonymous ✦ The Baupost Group, LLC Ellen & Michael Berk ✤ Mr. & Mrs. James A. Block ✦ Marina & Walter Bornhorst ✦ Kate & Chuck Brizius ✦ Julie & Kevin Callaghan ✦ Maureen & Antoine Chiquet Constance B. Coburn & James DeK. Houghton ✦ Columbian Lodge A.F. & A.M. - Boston, MA Line & Tom Corcoran ✦ The Cosette Charitable Fund ✤ Todd Cronan ✦ Frederick M. & Lucy C. Danziger ✹ Deanna & Tony DiNovi ✦ East Boston Savings Bank Charitable Foundation Gretchen Effgen & Anthony Schweizer ✤ Barbara & Michael Eisenson ✦ Kate Enroth & Dana Schmaltz Frost Productions Barbara & William Hickey Julie & Jordan Hitch Stephanie & Matthew Kadnar ✦ M&T Charitable Foundation Megan & Skip McKee

Barbara & Richard Melvoin ✦ Rebecca Melvoin/Melvoin Foundation ✤ Martha Mugar ✤ Bushrod H. Campbell and Adah F. Hall Charity Fund ✦ Emily & Michael Phillips ✤ Tracey Roberts & Paul Haigney Rachel Rock & Joshua Levy ✦ Jean Weinberg Rose & Jeff Rose ✦ The Richard Eric Rosenberg Foundation ✦ Caroline & David Ryan Jeanne & Bob Savitt ✦ Ellen & Steve Segal ✤ Richard, Ann, John & James Solomon Foundation ✦ Kerry & Brendan Swords Suzie Tapson & Gordon Burnes ✦ The Craig B. Tate Foundation U.S. Trust Wells Fargo Foundation ✤

“My Steppingstone Advisor helps me to be a better version of myself.”

Mohammed, age 10

BENEFACTORS $1,000 - $4,999 JANUARY 1, 2015 – JUNE 30, 2016

Anonymous Nichole & Richard Aldrich/RA Capital Associates ✦ Leslie & Howard Appleby Beth & Max Bardeen ✤ Deb & Steve Barnes Boston University Questrom School of Business Student Government Ellen Berkman & David Bryant Nancy & Todd Bland Tricia & Tim Blank ✦ Jodi & Rich Block Amy & Ben Bloomstone ✦ Blue State Coffee, LLC. Marc Boesch & David Powers C. Hunter Boll ✦ Jen Fraser Boyd & Jim Boyd Barbara & Bill Burgess ✦ Cindy & Warren Burroughs, Jr. ✦ Susan Okie Bush ✦ Allison & Josh Byrne Susanne & Vincent Chiang ✤ Mr. & Mrs. Jason Chiverton Christensen-Dunn Early Foundations Fund ✦ Tara Ciongoli Kathryn & Tim Conway GIFT LIST | PAGE 33

Wilkie & Tim Cook Margret Cooke & David Crowley Chris Cournoyer & James E. Bryant Sheena & David M. Danziger ✦ Claudia Davidoff & Joseph Kahan Rosemarie & Stephen Defalco Emily & Michael Denning DiSanto Design ✦ Makenzie & Daniel Domb Lorna Doran & Bruce Breimer ✦ Sarah & John Ehlinger Lee & Jack Englert ✦ The Fieldstone Foundation, Inc. ✤ Valerie & Doug Fleishman ✦ Betsey & Charlie Gifford ✤ Beth Gilbert-Bono & Mark Bono ✤ Kelly & Michael Glew ✦ Jodi & James Goldstein Sharon Grady ✤ Liz & Art Greenwood Susan Halby Mary Ellen & Michael Harney Alex Harvey & John Nelson ✦ Lisa Hayden Highland Street Foundation ✤ Carrin Holborn HP Hood, LLC. Terri & John Hupalo Ashley & Bruce Jacobs Jen Hawkins Events ✤ Gillian & Geoffrey Jervis Julia & Peter Johannsen ✤ Erin & Hyung-Do Kim ✤ Charlotte & Charlie Kline ✤ Tania & Gordon Kluzak ✦ Abigail Lash & Austin Shapard Libbey-Clarke Family Fund Daniel W. MacDonald Elizabeth Mallon ✤ Francine & Allen Maltz Jenny & Philip Maritz Pam & Stuart Mathews ✤ Tiverton & Austin McClintock ✤ Melissa & Jonas McCray Katie & Mark McWeeny Kelley Murphy ✦ Rona & Randolph Nelson Foundation ✤ Anju Nohria & Bharat Anand Padmaja & Kush Parmar Kristin & Scott Paton Allison & Stephen Pellegrino ✦ People’s United Community Foundation Abigail & Frank Petz Michaela & Steven Popeo

Emilie & Richard Powers Sarah & Brendan Powers Virginia & John Ritchie Kathryn & Ken Robinson ✤ Sandi & John Roth Naomi & Mark Rounds Lindsey & Matthew Russell ✤ Susan & William Samuelson Bernadette & Matt Santangelo Sue & Ted Saraceno The Shane Foundation ✦ Barbara & Edward Shapiro ✤ Stefani & Leonard Shavel ✦ Brent Edward Shay ✹ Janice L. Sherman & Robert G. Segel ✦ Betsy & Will Shields Kate & Raleigh Shoemaker Lori & Matthew Sidman ✤ Elizabeth Silverman & Jonathan Goodman ✤ Esther Simon Charitable Trust ✹ Sarah & Steven Smith ✤ Geula & Josh Solomon ✦ Abby Sosland & Mark Goodman ✦ Jill & Michael Stansky ✦ Zoe & Bradford Stoesser Cathleen D. & James M. Stone Leslie & John Stonestreet ✤ Table Toppers Donna & Richard Tadler ✦ Lisa & Patrick Taffe Sandra & Bob Taylor ✤ Susan & Michael Thonis Ashley & Casey Tischer Brenda & Michael Travaglini Christina & Paul Van Houten Walking Stick Family Fund ✤ Eve Waterfall & Claire Walton ✤ Catherine & Scott Webster Tona & Robert White ✤ Laura & Will Wilson The Donald & Susan Wilson Fund Elizabeth & Robert Wood Raymond Wu ✤

ADVOCATES $500 - $999 JANUARY 1, 2015 – JUNE 30, 2016

Anonymous ✦ Anonymous Anonymous ✤ Abby Ames Robert P. Ball ✦ Nancy Baskin Belmont Day School ✤ Elizabeth & Coleman Benedict ✤ Boston College High School The Brimmer and May School ✦ Kristin & Joseph Casey ✤ Wendy & Travis Connors ✤ Stacy Cowan Megan & Joe Craigen Dana Hall School Lindsay & Kristen Deane ✤ Dedham Country Day School Michelle DeRoche & Lonergan Harrington Stacylyn Dewey Rob & Dubs Dickey ✦ Rose DiSanto & Stephen Starnes ✦ Darren J. Donovan Michael Doore Gale & Donald Druga Jennifer & John Eielson ✦ Fay School The Fenn School Vida & Arthur Goldstein The Governor’s Academy Liz & Andrew Hahn ✹ Meredith Hanrahan Danielle & André Heard ✹ Justin Howes Charles Humber Barbara & Thomas Israel ✦ Elizabeth Berylson Katz & Robert Katz ✤ Cindy & Doug Lareau Ingrid G. Larson & William T. Lynch ✦ Mr. & Mrs. David S. Lee ✦ Deirdre & Morgan Ley Paul Mashikian Christine & Jeff McCormick ✤ The Meadowbrook School of Weston Mia Carta Design/Liz Robinson Mary & Anthony P. Monaco MD ✦

“I wouldn’t be here right now if it weren’t for Steppingstone, and Steppingstone wouldn’t be a success without you.”

Blessie, age 11

GIFT LIST | PAGE 35

Victoria Moskowitz & Lee Glickenhaus ✤ Maria & Ali Motamed Nicole & Terry Murray ✤ Nashoba Brooks School of Concord Newton Country Day School Cynthia Nguy ’97 ✤ Noble and Greenough School Julie & Rob Ocko Claudia Olivetti The Park School ✤ Nyla & Spencer Raymond Cali & Woody Rich The Roxbury Latin School Simone Scott-Walker & David Walker Shady Hill School Leslee Shupe The Jackson E. & Evelyn G. Spears Foundation St. Sebastian’s School Barbara G. Starnes ✤ Robert A. M. Stern ✦ Natasha Velickovic ’91 ✤ Sylvia D. Whitman ✦ Frances & Patrick Wilmerding The Winsor School Abby & Doug Wolfson ✦ Patrick Zimski

PATRONS $250 - $499 JANUARY 1, 2015 – JUNE 30, 2016

Kathy & Mark Alperin Maren Anderson & Duke Collier ✤ Pam & Jesse Baker Tricia & Fred Bentley ✦ Marjorie & Robert Bland Kathryn & John Boger ✤ Alison Boyle & Rob Arcangeli Liese & David Brown ✦

Ania & Carlos Camargo ✤ Alison & James Connolly Linda Conrad Sarah & Lance Conrad ✤ Hope & Louis Crosier ✦ Domino’s Pizza Barbara & John Emery ✤ Caroline Erisman ✤ Michael Flaherty ✤ Elisabeth Claudy Fleischman Beth Friedman Darian Ghorbi ’98 Colleen M. Granahan & Daniel Field Lisa & Justin Harrison Tamara & Peter Hermann ✤ Joan Howland & William Webber ✦ Community Foundation of Southeastern Massachusetts - Hope and David Jeffrey Fund ✦ Donna & Francis Maher ✦ Michael Marshall ✦ Monique Nerrow Beatrice & James Nuland Otto Pizza Christian & Russ Porter ✤ Proskauer Rose LLP Kristin Roda ✤ J Sanford Schwartz Mark R. Simmons, Jr. ✤ Shannon Stowell ✤ Arzu & Murat Tarimcilar ✤ Antoine Trowers ’91 José Vega ’95 Rhea Villamin ’97 Diana & Ralph Vogel Kendra & Peter Wilde ✤ Rochelle Williams-Belizaire ’94 & Jonas Belizaire

FRIENDS UP TO $249 JANUARY 1, 2015 – JUNE 30, 2016

Anonymous (3) ✤ Diane N. Adjetey-Blakes ’96 Lorraine Agen George T. Albrecht/Woburn Foreign Motors, Inc. ✤ Johane Alexis ’96 ✤ Nancy Allison ✤ Amazon Smile Lindsay Austin John Balkam Rochelle Ballin ’98

Lucy A. Bello-McCormack Bertucci’s Armin G. Biller Kevon Boatswain ’91 Donavan Brown ’95 & Lauren Brown ✤ Allison Burroughs & Michael Leslie ✤ Shirley & Eugene Buzderewicz ✤ Robin Vanden Bygaart Danielle Bynoe ’04 Ellen & Jeff Campbell Robert J. Carpenter ✦ Cynthia Clark Max Clermont ’01 ✤ Christopher Cooper Lynn Dale Cheryl Demeo Matthew DiCecca Jeffrey Dobrinsky Laurie B. Donahoe ✦ Mary Driscoll & Luke Hill Betsy & Rick Edie ✦ Sharon & Stephen Engler ✦ Brandon Wilson Evitt & Steven Evitt ✤ Kerrin Falk Aylin Feliz ’07 Tobey & Mark Fidler ✦ Nathaly Figueroa ’03 Nicholas Fok Sarah & Charlie Forbes ✤ Susan & Mark Gaffney Jessica Gazin Joseph Giangrasso ✤ Robyn E. Gibson ’00 ✤ Shaina Gilbert ’00 Lynne & Robert Golden Susanne Goldstein Lisa Gordon Leslie & Mike Hammer ✦ Tom & Emily Haslett ✦ Laura Hatfield Mr. & Mrs. George Hatsopoulos ✦ Robert Hayes ✦ Home Depot Maria Ifarraguerri J. P. Jacquet ’95 & Mary Breda Morrissey ✤

“My experience as a Steppingstone Scholar is the most important thing that has ever happened to me.”

Julien, age 11

GIFT LIST | PAGE 37

Sufia & Yasin Jamal ✤ Mary Lee Jamieson Darlene Jeanty ’02 Nicole Jennings ’02 Mary & David Johanson ✦ Cynthia & Charles Johnston Roudna Joseph ’03 Evelyn J. Junge JustGive Organization Neal Kharawala M. Scott Knox ✤ Joy Kogut ’96 ✤ Jamie Lahvic Courtney & John Lawrie David Lawton ✤ Marcia Leavitt & Andrew H. Cohn ✦ Eliza Levy Robert Linton Susan & Tony Lisa Heather Long & Jack Sinnott ✦ Shari Malyn & Jon Abbott ✤ Porter & Peter May ✦ Alex & Josh McCall ✤ Alex McCullogh Maura McCurdy & Luis Santiago Christina McKennerney Karen Meyers & Jay Zagorsky ✦ Mary-Margaret Oppus Mollicone ’97 ✤ Peter A. Mullin ✦ Marie Murphy Kiran B. Muthappa Elizabeth & Marshall Neilson ✦ Bong Nguyen ’04 Max Nibert ✤ Mariel Novas ’00 Eduardo Barclay Nihill Donna & Robert O’Leary ✤ Thomas L. P. O’Donnell ✦ Temitope Ogundele Andrew Ohnigian Emely Orellana ’97 Natanaelle Orisma ’00 Carlos Pacheco ’96 & Evelyn Guir Chris Pellegrino ’04 Karen Pick ✦ Martha Pickett Mike Pojman Julie & Michael Posternack ✤ Elizabeth Pratt & John Faubert ✤ Kahdeem Ralph ’04 Megan Riley ’04 Lamarr Rollins ’99 Christopher Rowlands Jamilah Ryan ’95

Tedd Saunders ✦ Maya Saunders ’07 Richard Silverman ✦ Lillie Simourian Analisa Smith-Perez ’97 † Lois & Anthony Sorice Tanner Stults Yvonne Dabreo Swaim ’95 & Bryan Swaim Myriam Kuusipalo Taibi ’02 Lucas Tamayo ’01 Sophia Teague ’00 Lynne Mooney Teta & Anthony Teta ✤ Lisa & Rex Thors Mark A. Tracy ✦ Kevin Tran ’94 ✦ Andrew Tremble Khrista Trerotola Phi Thao Truong ’03 Thomas Tsui ’03 Richard Tucker United Way of Tri-County Matthew Volinsky Tran Vu ’00 ✤ Gwen & David Wanger ✦ Elizabeth Ward ✤ Marilee Wheeler ✦ Whole Foods

MATCHING GIFTS JANUARY 1, 2015 – JUNE 30, 2016

Steppingstone would like to thank the following corporations for their matching gifts: Adobe Systems Incorporated ✤ Bank of America Foundation ✦ Biogen Idec BNY Mellon ✤ Genentech, Inc. The Goldman Sachs Foundation ✦ Grantham, Mayo, Van Otterloo & Co. LLC ✦ John Hancock Financial Services, Inc. Liberty Mutual Microsoft Natixis Asset Management Advisors The Plymouth Rock Foundation ✦ State Street Foundation Verisk Analytics

†

deceased

GIFTS IN HONOR JANUARY 1, 2015 – JUNE 30, 2016

Gifts were made to Steppingstone in honor of the following individuals and organizations: Amy Smith & John G. Berylson Alexander Joshua Block Kerry Brennan Claudy Family Sarah & Lance Conrad Karen & Brian Conway Michael P. Danziger Lee & Jack Englert Mary & Terry Gaffney Nicole Gazin In Memory of Rosemary Gordon and Christopher Kerr William Helman Jackie & Blair Hendrix Mary Lee Jamieson Allison & Edward Johnson Alison & Craig Levy Isabelle Loring A. Peter Monaco, Jr. Cynthia Nguy ’97 James Ohnigian Trish & Tom Perlmutter Nigel Robinson Dr. Lawrence Rosenberg The Wedding of Emily Rothman & Matthew Balkam Pixley & Kenneth Schiciano Dr. Craig Sorensen Emma Sullaway The Wedding of Yvonne Dabreo Swaim ’95 & Bryan Swaim Jenny & Sandy Weymouth Milly Wood

“I am thankful for you helping Steppingstone make my dreams come true.”

Chakaiya, age 12

GIFT LIST | PAGE 39

ALUMNI GIVING

NPEA

JANUARY 1, 2015 – JUNE 30, 2016

JANUARY 1, 2015 – JUNE 30, 2016

We are so grateful for the generous support of Steppingstone Alumni.

We are grateful to the following groups for their support of Steppingstone’s National Partnership for Educational Access.

Diane N. Adjetey-Blakes ’96 Johane Alexis ’96 ✤ Rochelle Ballin ’98 Kevon Boatswain ’91 Donavan Brown ’95 & Lauren Brown ✤ Danielle Bynoe ’04 Max Clermont ’01 ✤ Aylin Feliz ’07 Nathaly Figueroa ’03 Robyn E. Gibson ’00 ✤ Shaina Gilbert ’00 Darian Ghorbi ’98 J. P. Jacquet ’95 & Mary Breda Morrissey ✤ Darlene Jeanty ’02 Nicole Jennings ’02 Roudna Joseph ’03 Joy Kogut ’96 ✤ Mary-Margaret Oppus Mollicone ’97 ✤ Cynthia Nguy ’97 ✤ Bong Nguyen ’04 Emely Orellana ’97 Natanaelle Orisma ’00 Carlos Pacheco ’96 & Evelyn Guir Chris Pellegrino ’04 Kahdeem Ralph ’04 Megan Riley ’04 Lamarr Rollins ’99 Jamilah Ryan ’95 Maya Saunders ’07 Analisa Smith-Perez ’97 † Yvonne Dabreo Swaim ’95 & Bryan Swaim Myriam Kuusipalo Taibi ’02 Lucas Tamayo ’01 Sophia Teague ’00 Kevin Tran ’94 ✦ Antoine Trowers ’91 Phi Thao Truong ’03 Thomas Tsui ’03 José Vega ’95 Natasha Velickovic ’91 ✤ Rhea Villamin ’97 Tran Vu ’00 ✤ Rochelle Williams-Belizaire ’94 & Jonas Belizaire

†

deceased

A Better Chance (NY) ACT, Inc. (National) Association of Independent Schools in New England (AISNE) (MA) Baltimore Community Foundation (MD) Breck School (MN) Buffalo Prep (NY) Cate School (CA) The Clarence T.C. Ching PUEO Program at Punahou School (HI) Chicago Scholars (IL) Choate Rosemary Hall (CT) Church Farm School (PA) College Board (NY) College Possible (MN) Daniel Murphy Scholarship Fund (IL) Emory University (GA) The Episcopal Academy (PA) ERB (NY) Hess Foundation (NJ) inRESONANCE (MA) Jack Kent Cooke Foundation (VA) Johns Hopkins Center for Talented Youth (MD) Johns Hopkins University (MD) Making Waves Foundation (CA) The Malcolm Coates Prep@Pingree Program at Pingree School (MA) Milton Academy (MA) New Jersey SEEDS (NJ) Noble and Greenough School (MA) The Philadelphia Foundation (PA) Phillips Academy (MA) Phillips Exeter Academy (NH) Private Schools with Public Purpose (PSPP) (CA) Reach for Excellence (GA) School and Student Services (SSS by NAIS) (DC) Schuler Scholar Program (IL) SSATB (NJ) Steppingstone Scholars, Inc. (PA) T. Rowe Price (MD) Teach For America (NY) Tufts University (MA) University of Pennsylvania (PA) Wells Fargo (MD) The Wight Foundation (NJ) Yale University (CT)

MULTI-YEAR PLEDGES JANUARY 1, 2015 – JUNE 30, 2016

Special Recognition BERYLSON ISEE PREP COURSE John and Amy S. Berylson, James Berylson, Jonathan Block and Jennifer Berylson Block, Robert Katz and Elizabeth Berylson Katz BERYLSON SCHOLARS John and Amy S. Berylson, James Berylson, Jonathan Block and Jennifer Berylson Block, Robert Katz and Elizabeth Berylson Katz VISUAL THINKING STRATEGIES The Claudy Family

Foundations Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Cabot Family Charitable Trust Cummings Foundation Karp Family Foundation Liberty Mutual Foundation, Inc.

Individuals Anonymous (2) Melora & Andrew Balson Kimberly Hsu-Barber & Jeffrey Barber Amy Smith & John G. Berylson Linda & Mark Borden Kate & Chuck Brizius Maureen & Antoine Chiquet Karen & Brian Conway Michael P. Danziger Coleen & Ted Dinneen Medha Sinha & Arthur G. Epker III Debbie & Keith Gelb Liz & Andrew Hahn Olga & Scott Jaeckel Isabelle & Ian Loring A. Peter Monaco, Jr. Laura & Greg Mulready Rona & Randy Nelson Hope & Mike Pascucci Emily & Drew Pluhar Tricia & Chris Schade Rachel Segall & Tony Hurley Susan & John Simon Jenny & Sandy Weymouth

“You have opened doors in my life that might have not been open without Steppingstone. My future is brighter!”

Natalie, age 11

Steppingstone commits to supporting each Scholar from age 10 through college graduation – but that wouldn’t be possible without the consistent generosity of our multi-year donors.

Thank you for your exceptional support and dedication.

GIFT LIST | PAGE 41

thesuccesseffect.org facebook.com/steppingstonefoundation twitter.com/Steppingstone90 instagram.com/steppingstonefoundation

Professional photography by Thad Russell, Sam Moody, and Danielle Visco / Luv Lens Photography.

This report is accurate to the best of our knowledge.

We sincerely apologize for any errors or omissions.

The Steppingstone Foundation is an equal opportunity employer.

The Steppingstone Foundation One Appleton Street Boston, MA 02116

NON PROFIT ORG. US POSTAGE PAID BROCKTON, MA PERMIT NO. 402

Return Service Requested

COVER PHOTO: Steppingstone Scholars Ashley and Julie attend two different Boston Public Schools. They met while taking their first Steppingstone classes last summer.