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Fiscal Year 2018 Annual Report July 1, 2017–June 30, 2018


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The Steppingstone Foundation continues its mission of change, helping kids from traditionally marginalized communities access a quality college education. Thank you for your support. It’s making a difference.


From Isabelle Loring, Board Chair

The past few years have laid an incredible foundation for Steppingstone’s future. We received our first endowment gift, had two record-breaking Galas, and raised significant funds in honor of two people who were instrumental in making Steppingstone what it is today: co-founder Michael Danziger and long-time Board Chair Brian Conway. I stepped into the role of Board Chair in September 2018 and am honored and excited to lead this organization as we explore its future. This past year has been a time of program evaluation and strategic planning. We have taken the opportunity to connect deeply with our mission and to ensure our impact continues to be meaningful. This report gives us a moment to pause and to appreciate all the people who make Steppingstone happen: Scholars and families. Our amazing staff and faculty. Our four Boards and volunteers. And you. There would be no Steppingstone without your belief in our ability to carry out our mission. With you, we work with over 1,600 students every year—and make sure they get the chance to thrive. With you, we work with Boston public schools and independent schools to prepare these students for educational achievement. With you, we have grown, adapted, and shared our approach to make a difference here in Boston and nationally. Thank you for all that you make possible. And please, don’t stop. There’s still a lot of work for us to do.

Isabelle Loring, Board Chair

Steppingstone President Kelly Glew and Board Chair Isabelle Loring

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What you are funding makes a difference because it is different.


Early, often, for the long haul

We intervene early—in 5th and 6th grade—and help Scholars find the middle and high schools that will best fit their needs. What’s more, starting early allows us to build a foundation of trust with young people and their families. Getting into college is not the “end game.” Our commitment is to the long-term success of Scholars. We are there for their transitions and growth through middle school, high school, college, and beyond. Our support is 360 degrees: academic, social, emotional—because so much happens during these transitions and in these new environments. Your generosity makes this possible for 1,600 Scholars each year. Thank you.

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6 Phillips V w Balson D Jennifer & Jonathan Rachel Rock & Joshua Block F Levy V Mr. & Mrs. James A. The Richard Eric Block H Rosenberg Marina & Walter Foundation F Lindsey & Matthew Bornhorst F Katie & Don Bramley V Russell V Elizabeth & Seth Jeanne & Bob Savitt F Ellen & Steve Segal D Brennan Rachel Segall & Tony Deb & John Brennan/ D D Hurley July Hunt 1, Street Fund 2017 - June 30, 2018 Kate & Chuck Brizius F Kristine Shadek D Julie & Kevin Callaghan Brent Edward Shay H F Richard, Ann, John & Bushrod H. Campbell James Solomon and Foundation F Kerry & Brendan Adah F. Hall Charity Swords Fund D Denise Casper Suzie Tapson & Gordon Maureen & Antoine Burnes D The Tudor Foundation, Chiquet Inc. F Mrs. Peter H. O. Wells Fargo Foundation Claudy F Constance B. Coburn & D James DeK. Houghton Resa & John Wing

Cindy & Warren Burroughs, Jr. D Susan Busch V Susan Okie Bush F The Elizabeth Cabot Lyman Charitable Trust The Calvert Foundation

Giving List & Financial Report

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The Cosette Charitable Fund D Lucy & Mike Danziger H

Coleen & Ted Dinneen F

Darren J. Donovan V Jennifer Mugar Flaherty & Peter G. Flaherty II D Stephanie & Matthew Kadnar D Anne & Colin McNay V Barbara & Richard Melvoin F Martha Mugar V Pappendick Family D Marsha & Justin Perreault D Michael & Emily

BENEFACTORS $1,000–$4,999

Anonymous F Anonymous V Erica & Alan Adler V Nichole & Richard Aldrich/ RA Capital Associates F Todd Atanasoff Deb & Steve Barnes Marjorie & Robert Bland Tricia & Tim Blank F Marc Boesch & David Powers Maribeth & Mark Brostowski Bill & Barbara Burgess F

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Mr. & Mrs. Jason Chiverton Christensen-Dunn Early Foundations Fund F Dr. John & Bette Cohen Columbian Lodge A.F. & A.M., Boston, MA Casey & Christina Condron Tom & Line Corcoran V Kate & Read Coughlin D

Sheena & David M. Danziger F Margot & Jon Davis V Kim & Chris Dellarocca Deanna & Tony DiNovi F

Makenzie & Daniel

Domb Bruce Breimer & Lorna Doran F Betsy & Rick Edie H Michael & Barbara Eisenson F Lee & Jack Englert F Mara & Stuart Feldman Cynthia A. Fisher & C. James Koch


FY 2018 TSF Donors

This gift list reports on the 12-month period from July 1, 2017, to June 30, 2018. Symbols denote donors who have made gifts for at least: ✤ 20 years ✦ 10 years ★ 5 years LIFETIME GIVING

Since its founding in 1990, the following individuals and foundations have given over $1 million to Steppingstone: Anonymous (3) Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Mrs. Leonard Block † Karen & Brian Conway Michael P. Danziger † Peggy & Dick Danziger Isabelle & Ian Loring One8 Foundation Richard and Susan Smith Family Foundation: Richard & Susan Smith, John & Amy S. Berylson & James Berylson, Jonathan Block & Jennifer Berylson Block, Robert Katz & Elizabeth Berylson Katz, Robert & Dana Smith, Debra S. Knez, Jessica Knez & Andrew Knez Medha Sinha & Bart Epker

† Deceased

Mabel Louise Riley Foundation Linda & Andy McLane ✤ Andrea Okamura Anonymous ✤ & Jeffrey Chambers Anonymous (2) ✦ Pixley & Ken Schiciano ✦ Anonymous ★ Hilary & Langley Steinert Anonymous The TJX Foundation, Inc. Josh & Anita Bekenstein Charlotte R. Cramer Wagner Charitable Fund ✦ & Herbert S. Wagner, III ★ Amy Smith Berylson Amy & John Weinberg ✦ & John G. Berylson ✦ Wellington Management Mrs. Leonard Block † ✤ Foundation The Boston Foundation ✦ Jenny & Sandy Weymouth/ Bill Collatos ✦ Hess Foundation ✦ Karen & Brian Conway ✤ LEADERSHIP CIRCLE Dee & Kevin Conway $10,000–49,999 Isabelle & Ian Loring ✦ One8 Foundation ✦ Anonymous ✤ Sue & John Simon ✤ Anonymous (3) ✦ Medha Sinha & Bart Epker ✦ Anonymous (2) Donna & Richard Tadler ✦ Abrams Foundation ✦ Nancy Adams & Scott Schoen ★ PRESIDENT’S CIRCLE $50,000–99,999 Pam & Bear Albright ★ Leslie & Howard Appleby Anonymous (2) ✤ Kristen & James Atwood ✦ Anonymous ★ Lloyd G. Balfour Foundation, Bain Capital Children’s Charity LTD ✤ Bank of America, N.A., The Baupost Group, LLC ★ Trustee ✦ Ellen & Michael Berk ★ Julie & Kevin Callaghan ✦ James Berylson ★ Denise Jefferson Casper Stephanie & John Connaughton ✦ Jennifer & Jonathan Block ✦ Susan Jefferson Boney Peggy & Dick Danziger ✤ & Paisley Boney ★ Sandra & Paul Edgerley ✦ The Evans Family Foundation ✦ Linda & Mark Borden ✦ Boston After School & Beyond Debbie & Keith Gelb ★ The Boston Foundation Kate & Tom Gilbane ✦ Katie & Don Bramley ✦ Kaia & Jonathan Goldstein ✦ Pamela Haran & David Godkin Camille & David Carlstrom ★ The Charles Hayden Foundation✦ The Cedar Street Foundation ✦ Erin & Devin Condron ★ The Hearst Foundation ★ Alida Coo-Kendall Pam & Bill Holding ★ & Michael Kendall Barbara & Amos Hostetter ✦ Kerrie & James Coughlin ✦ Hunt Street Fund ✦ Victoria & David Croll ✦ Muriel Hurovitz † Todd Cronan ✦ Karp Family Foundation ✦ The Esther A. & Joseph Dean Welfare Trust; BNY Mellon Trust of New Klingenstein Fund, Inc. ✤ Liberty Mutual Foundation, Inc. ✦ England, Corporate Trustee ✦ Coleen & Ted Dinneen ✤ FOUNDERS CIRCLE $100,000+

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Deanna & Tony DiNovi ✦ Sadhana & Rick Downs ★ Fidelity Investments ★ Cyndy & John Fish/Suffolk Cares★ Laura & John Fisher ✦ Hilary & Chris Gabrieli ★ Mercée & Eric Glew ✦ Jeff & Vicky Hadden Jeanne & Tom Hagerty ★ Julia Ross Henderson & Robert Henderson ★ Jackie & Blair Hendrix ✦ Julie & Jordan Hitch Franklin W. Hobbs J.C. Kellogg Foundation Fund of the Community Foundation of New Jersey ✦ Abby Johnson & Chris McKown★ Allison & Edward Johnson ✤ Char Joslin & Les Cheek ✦ Dawn & Roger Kafker ★ Adam Kirsch ✦ Mrs. Kevin Landry ✦ Brooke & Conan Laughlin ★ Lovett-Woodsum Foundation ✤ M&T Charitable Foundation ★ Paul Maeder & Gwill York ✦ Stephen & Krisha Mahoney Leslie & Kevin McCafferty Meredith & Jonathan Meeks ★ Barbara & Richard Melvoin ✤ George H. & Jane A. Mifflin Memorial Fund Alison & William Monaghan ★ Morgan Family Foundation Marion & David Mussafer ✦ Aliya & Ajit Nedungadi Shelly & Ofer Nemirovsky ★ Dr. Patricia Nilles & C. Hunter Boll ✤ Northern Trust ★ Christina Wing O’Donnell & Tad O’Donnell ✦ Dr. Christine Olsen & Robert Small ✦ Nancy Pallotta & Peter Monaco ✤ Emily & Drew Pluhar ✦ The Plymouth Rock Foundation ✦ Alissa & Greg Pool Kristen & Thomas Roberts ★ Rachel Rock & Joshua Levy ✦ Stephanie & Adam Rogers ★ Ropes & Gray LLP ★ Annagret & Alex Sacerdote Tricia & Chris Schade ✤

William E. Schrafft and Bertha E. Schrafft Charitable Trust ✤ Renee & Jim Skeffington State Street Foundation, Inc. ✦ Paige & Rick Sutphin ★ The Sidney A. Swensrud Foundation Tracy & William Ullman ✦ Mary and James G. Wallach Foundation

BENEFACTORS $1,000–4,999

Karen Ackman Ajay & Kate Agarwal ★ Nichole & Richard Aldrich/ RA Capital Associates ✦ Abby Ames Earlene & Danilo Avalon Belmont Hill School Fiona & James Benenson ★ SCHOLARS SOCIETY Berkshire Bank $5,000–9,999 Nancy & Todd Bland ★ Tricia & Tim Blank ✦ Anonymous ★ Mr. & Mrs. James A. Block ✦ Alicia Abad Amy & Ben Bloomstone ✦ Deb & Steve Barnes ★ BNY Mellon Charitable BNY Mellon ★ Giving Program Marina & Walter Bornhorst ✤ Kerry P. Brennan ★ Kate & Chuck Brizius ✤ BTIG, LLC Alison Brown & Greg White ★ Barbara & Bill Burgess ✦ Emily & Roy Burns Cindy & Warren Burroughs, Jr. ✦ Maureen Chiquet ★ Jane R. Cahn Melanie & Jason Chiverton ★ Elizabeth & John Carroll Jess & Bill Christ Carlos Castillo ’94 ★ Henry Claudy Janet & Tom Cha Constance B. Coburn Diana Zulay Chaves ’05 & James DeK. Houghton ✦ Susanne & Vincent Chiang ★ Kathryn & Tim Conway ★ Christensen-Dunn Early Frederick M. Foundations Fund ✦ & Lucy C. Danziger ✤ Tara Ciongoli Makenzie & Daniel Domb ★ Sarah & Lance Conrad ★ Barbara & Michael Eisenson ✤ Debra Costanza Nina & David Fialkow ★ Chris Cournoyer Betsey & Charlie Gifford ★ & James E. Bryant ★ Linde Family Foundation ✦ Betsy Danziger Ellie & Phil Loughlin Sheena & David M. Danziger ✤ Steve & Agatha Luczo Claudia Davidoff Eileen McDonagh & Joseph Kahan & Robert Davoli Lindsay & Kristen Deane ★ Muto Family Charitable Fund Deloitte Services, LLP Gerson Pakula Dubs & Rob Dickey ✦ Emily & Michael Phillips ★ Jen & Mark Dolins Emilie & Richard Powers ★ Lorna Doran & Bruce Breimer ✤ Richard, Ann, John & James Betsy & Rick Edie ✤ Solomon Foundation ✦ Barbara & John Emery ✦ Susan Littlefield Roper Lee & Jack Englert ✤ & Martin Roper Kate Enroth & Dana Schmaltz ★ Jean Weinberg Rose ✤ Margot & John Ernst ★ The Richard E. Rosenberg Esther Simon Charitable Trust ✤ Foundation ✤ Shoshana & Dan Farb Rachel Segall & Tony Hurley ✦ The Fessenden School Niraj & Jill Shah John Fisher Jennifer & Seth Stier ✦ Mr. & Mrs. Michael Forrester Kerry & Brendan Swords ★ Michelle & Mark Gallagher Suzie Tapson & Gordon Burnes ✦ Rebecca & Michael Gamzon ✦ Naomi Weinberg & Ted Berk


Linda Geatches & Steven Gecha Kelly & Michael Glew ✤ Abigail & Mark Goodman ★ Erin & David Gorden Daniel Greenberg Greenhill Family Charitable Fund ★ Liz & Art Greenwood ★ Louise Grunwald Liz & Andrew Hahn ✤ Susan & Robert Hermanos Skip Hughes & Barry Tubman ✦ David & Clara Jackson Julia & Peter Johannsen ★ Rory and David Jones Family Fund Elizabeth Berylson Katz & Robert Katz ★ Jane & Joe Kringdon Michael & Lisa London Erin & Craig Majernik Carmine & Beth Martignetti Marion Martignetti Joid & Michael Masdea Pam & Stuart Mathews ✦ Anne & Todd McCormack ★ Maura McCurdy & Luis Santiago★ Rebecca Melvoin/ Melvoin Foundation ✦ Mike & Patty’s, LLC Milton Academy Mundt Fund Kelley Murphy ✤ Nicole & Terry Murray ✦ Nashoba Brooks School of Concord ★ Rona & Randolph M. Nelson Foundation ★ Katie & Craig Nicholson Anju Nohria & Bharat Anand ★ Rebecca Nordhaus & William Curry Nikki & Harry Nudelman ★ Kathy & Joe O’Donnell ★ Kim & Greg Pappas ★ Patterson, Belknap, Webb & Tyler LLP Allison & Stephen Pellegrino ✦ People’s United Community Foundation ★ Kate & Hendon Pingeon ★ Nyla & Spencer Raymond Sarah & Quentin Reynolds Virginia & John Ritchie ★

Katie Danziger & Steven G. Horowitz ✦ Dedham Country Day School Emily & Michael Denning ★ Charles Devens III ★ Laurie B. Donahoe ✤ Gale & Donald Druga ★ Courtney & Timothy Egan Jennifer & John Eielson ✦ Anne & George Favaloro ★ Fay School ★ The Fenn School ★ Valerie & Doug Fleishman ✦ Mrs. & Mr. Fred K. Foulkes Julia Frost-Davies & Jason Davies C.J & Michael Hacker ★ Susan Halby Danielle & André Heard ✤ Carrin Holborn ★ Ann & Ed Kania ✦ Erin & Hyung-Do Kim ✦ The Knox Family Donor Advised Fund ★ Ingrid G. Larson & William T. Lynch ✤ Mr. & Mrs. David S. Lee ✤ Anne & Colin McNay ★ Katie & Mark McWeeny ★ The Meadowbrook School of Weston ★ MIT Mary & Anthony P. Monaco, M.D.✦ Cassandra & Lee Mooney Newton Country Day School ★ Cynthia Nguy ’97 & Ogundele Temitope ✦ ADVOCATES Julie & Rob Ocko ★ $500–999 Nancy & Morris Offit Anonymous (2) ✦ Elaine & Taki Pantazopoulos Anonymous The Park School ★ Alixe & James Bailey Rebecca & Kenneth Phillips Devin & Dennis Baker Stephanie Pinder-Amaker James & Maureen Baker & Tommy Amaker Robert P. Ball ✤ Amanda & Jon Pratt Anna & Jim Beakey Katherine Ramsey Belmont Day School ✦ Kathryn & Ken Robinson ★ Marjorie & Robert Bland ★ John & Antoinette Russell Margaret Boasberg & Chris Bierly Bernadette & Matt Santangelo ★ Boston College High School ★ Henry & Nancy Schacht The Brimmer and May School ✦ Rhoda Schneider Donavan Brown ’95 & Michael Marshall ✤ & Lauren Brown ✦ Shady Hill School ★ Cynthia Clark Senam Kumahia ’96 Susan & Andrew Cott & Lara Shkordoff Katie & James Crawford Jessica Soto

The Riverside Company Debby & Joseph Robbins The Roxbury Latin School ★ Jessica & Jeff Scherer Ellen & Bruce Shain The Shane Foundation ✤ Brent Edward Shay ✤ Sarah & Steven Smith ★ Abby Sosland & Mark Goodman ✦ Chris & Ann Stack Jill & Michael Stansky ✦ Staples Foundation Heather & Alex Stephens Trina & Newcomb Stillwell Jim & Cathy Stone ★ Leslie & John Stonestreet ★ Tom & Bonnie Strauss Alex & Ben Strong Arzu & Murat Tarimcilar ★ Thayer Academy Sarah & James Treco Polly & Ming Tsai Warren Tolman ★ Walking Stick Family Fund ✦ Eve Waterfall & Claire Walton ★ Catherine & Scott Webster ★ Lori & Edward Whelan Susi & Tom Wilder Laura & Will Wilson ★ Nick & Tricia Winton ★ Ann & Hamilton Wood Elizabeth & Robert Wood ★ Raymond Wu ✦ Joe Goldman & Claire Zar-Kessler

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Joan Howland & William Webber ✦ Patricia & Cam Hudson Mary Lee Jamieson ★ Mary Byrne Krier & Bob Krier Steve Kurylo Courtney & John Lawrie ★ Uyen Le ’04 Anne MacDonald-Broun Wendy Mackenzie Tricia & Geoffrey McGean ✦ Jill Medvedow & Richard Kazis Philip Moser Steven Nelson Monique & David Nerrow ★ PATRONS Ha Orbon $250–499 Linda & Whit Painter ★ Adobe Systems Incorporated ★ Trish & Tom Perlmutter ✦ Allston Brighton-Boston College Shara & William Pollie Community Fund Michaela & Steven Popeo ★ Carolyn Attenborough Sue & Bernard Pucker ★ Robert Aversa Darian Reid-Sturgis ’99 ★ Diana & Red Barrett Melissa Rubin Stephen Beckwith Jennifer Schmelter & Juan Rivera★ Tricia & Fred Bentley ✦ Madeline & Charles Searle Charles Bentley Mark R. Simmons, Jr. ✦ Kathryn & John Boger ✦ Mr. & Mrs. David F. Stein ★ Liese & David Brown ✦ Robert A. M. Stern ✤ Shirley & Eugene Buzderewicz ✦ Todd Stewart Anamaria & Carlos Camargo ✦ Shannon Stowell ✦ Douglas Campbell Kerry & John Tavernese ★ Karen Cepek Susan West Yully Cha & Chris Leonardi Rochelle Williams-Belizaire ’94 John Coronel & Jonas Belizaire ★ Dana & Mark DeAngelis Winston Flowers Ashley Diaz ’02 FRIENDS Mary Driscoll & Luke Hill ★ $1–249 Facebook Anonymous (2) ✦ Fairmont Copley Plaza Anonymous ★ Michael Flaherty ✦ Elyse Addonizio Nicholas Fok Owie Agbontaen Beth Friedman ★ Kate Aikman Richard Gallagher Kelsey Albright Aileen & Peter Godsick Johane Alexis-Phanor ’96 ★ Steven & Jan Golann Benjamin Alford Colleen M. Granahan Robert Allan & Daniel Field Nancy Allison ★ Maria Guttuso Amazon Smile ★ Tamara & Peter Hermann ✦ Marina Anastopoulos David Hernandez ’06 Michael Anastos Rachel Hershfang Ashley Andrade & Wes Williams Bradley Applegate Becky Ho Nathan Armstrong Chau Hoang Diana & Henry Asher Jeremy Holland

Vivian & Lionel Spiro ★ Heather & Corey Sprague St. Sebastian’s School ★ Barnard & Nancy Straus Amara Suebsaeng & Chris White Christopher Svec Liz & Derek Taff Jason & Amelia Werlin Susan Wilson ★ The Winsor School ★ Sara L. Wragge ✦ Helen Wright Garo Yessayan Patrick Zimski

Hope Bach Kimberlee Bachman ★ Patricia Bai Virginia Barnes ★ Timothy Barry-Heffernan Stephanie Berk Michael & Judy Bernstein ★ Lynn Bikofsky Courtney Black Merritt Boardman Linda Bolster Elliott Bostrom Mary Bovenzi Nancy Bradley Ben Brauer Margaret Brennan Joanne Brine Krystal Brooks ’93 & Joei Sanchez Toby & Anne Brown Donna & Gary Brown Jennifer Brown Emily Bucci Richard Budka Caroline Buntign Allison Burroughs & Michael Leslie ✦ Mike Bynarowicz Danielle Bynoe ’04 Matthew Cahill Julie Cameron Ellen & Jeff Campbell ★ Wes & Dianne Card Patrick Carlucci Robert J. Carpenter ✦ Brendan Carroll Nick Cary Amelia Casey Angela Castillo Kingsley Catalucci Alandra Champion Susan Chapro Christian Chaves Ciara Chivers Michael Citino Bob Clark Sarah Clarke Robert & Marilyn Cohen Daniella Colombo ’06 Sarah Condon Meghan Connolly Taylor Connolly Clara Coronel Henry Coronel Mario Coronel Louise Cort


Noel & Pamela Cott Jason Covy Ellen Cross Kimberly Cunningham Charles Curtis John Curtis William Danforth Charles Danziger Mary Danziger Kush Das Joanna Datillo Maria Davila David DelVillar Lydia Deneen Meghan & Neil Denenberg A.T. Desta ’99 DiSanto Design ✦ Christina Doctor Jeff Doremus Brianna Dougherty Susanne Dowdall Tim Doyle Nancy Drourr Robin Easton Brooke Eaton Dean Ebozue ’04 Daniel Edelson Harron Ellenson Karin Elliott Sharon & Stephen Engler ✦ Vinay Farias Elisabeth Farmer Isabelle Farrar Michael Felix Tobey & Mark Fidler ✦ John Finley Ali Fisher Evan Fitzmaurice Maria E. Flores Elizabeth & Barry Frank Kathy Frank Joshua Friedman Margie Fulton Molly Gabarro Gloriane Gamzon Betty Gannon Xia Garcia Tory Gardiner Heather Gasper Sandra Geiger Joseph Giangrasso ★ Alexander Gianis Jaye Giglio Alejandra Gil Connor Girvan

Jane Giuffrida Tom & Jeremy Glenn Penny & Jim Gold Lynne & Robert Golden ★ Ashley Goliti-Chase Sebastian Gomez Steven Gonsiorowski Linda Goodspeed Dyan Goodwin & Rob Serio Maya Gordon Cameron Granger Matt Gray Pat & Chris Greeley Katherine Gudiel Randy & Jane Guggenheimer Michele Hagan Penrose Hallowell Rory Hallowell Leslie & Mike Hammer ✤ Bing Han Phyllis Hanson Baron Hartley ✦ Daphne & George Hatsopoulos ✦ Rachel Hawkins Robert Hayes ✤ Marcus Haymon ’95 ★ Kris Henning & Sydney S Ey Pamela & Alan Henrikson Parker Hentz William Horn Alicia Horwitz Alix Howie Lin-Ya Huang Elizabeth Hunter Kathy Huntington Angie Isaza ’06 Matt Jablow Erica Jacoby Emily Jager Adilia James ’97 Margarita Javier ’01 Angel Jehng Eric Jensen Amy Jiravisitcul Mary & David Johanson ✤ John Hancock Financial Services, Inc. Megan & Ted Johnson Roudna Joseph ’03 ★ Erinn Joughin Ryan Kane Lily Kaplan Virginia Karabell Nicolette Katsikis Lisa Kautz Matthew Keep

Lorraine Kemp Katie Kester Katie Knight M. Scott Knox ★ Maria Korchak Missy Kotchey Stephen Kovall Audrey Laimins Janeisa Lashley David Lawton ✦ Charles Lax Kyle Layne-Allen ’03 Jack Lehman Patricia & Bruce Leonard Emma Lewis Felix Liang ’06 John Lieb ✦ Gail Lima William Livermore James Looney Alta Lorenzo Mackenzie Lowry Suzanne Lubell ★ Alice Lucey Jan-Michael Magliocchetti Maree Magliocchetti Donna & Francis Maher ✦ Francine & Allen Maltz ★ Cathy Mara Linda Weil Margolies Margaret & Clayton Marsh ★ Sara Mattes Porter & Peter May ✦ Meghan McAneny Elizabeth McDonald Catharine & Duncan McEachern ★ Gary & Jane McGuirk Anne McIlvaine Alex McLain Jonathan McLaughlin Penelope & Sumner Mead David Medina ’99 Diane Meier & Rolfe Morrison Alexander Mesa Athanasios Metropoulos Laurel Meyer Neal Mhaskar Katie Michalik Will Mischler Mary-Margaret Oppus Mollicone ’97 ★ Victoria Moore Katherine Morano John W. Morris

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William & Margaret Morton Peter A. Mullin ✦ David Mulry Ursula Munger Corey Murphy Dan Murphy Shannon Murphy Suna Murray Kiran B. Muthappa Ayako Nakano John & Marianne Nelson Kitwa Ng Emily Nice Mariel Novas ’00 ★ Shannon O’Malley Thomas L. P. O’Donnell ✦ Elizabeth & Rob Orgel Carlos Pacheco ’96 & Evelyn Guir ★ Aliya Padamsee David Paradela ’06 The Peckler Family Amanda Pena Kaitlin Barry Pellerin ’96 & David Pellerin ★ Rebekah Perez ’07 DJ Petropulos Karen Pick ✤ Pamela Pleasants Lisa Podos Carl & Germaine Polsky Eddie Pondsomenech Julie & Michael Posternack ★ Keith Poutier Elizabeth Pratt & John Faubert ✦ Mohaan Raaj Alex Raffol Brian Ratner Andrew Reed Anne Reenstierna Morgan Reid-Spaulding Dariah Rieth Katie Riley Kerry Riley Megan Riley ’04 ★ Michael Riley Raimundo Robert Lissa Rockwood Roberta Rodgers Alejandra Rodriguez Tankel Rosenberg & Co. Marci Rosenthal Zachary Rothschild Happy & Will Rowe Casey Rowland

Tracy Rubin Sam Rutigliano Reid & Abby Ruttenberg Elizabeth Ryan Elizabeth Sachs Max Saint Louis Allison Elizabeth Savage Matthew Scalise Gabriel Schmittlein Joan Schuman Jeanne Segal & Richard Williams Steven & Katherine Seiden Chandler Semjen Akil Sharperson Drew Shaughnessy Edwin Shea Glen Sherman Elena Sicairos Jan Sidebotham Rosann Sillari Richard Silverman ✦ Ruth Silverstein Abigail Simon Jane Simon Michael Simons Farrel Simpson Indu & Sushil Singh Katherine Sluder Jacqui & Greg Smith Janet Smith & Ted Martellini Rhonda & William Smith Megan Springsteen Nandini Srinivasan Arthur Stanton ✦ Hilary Steinman Baylor & Howard Stovall Donna Suffredini Yvonne Dabreo Swaim ’95 & Bryan Swaim ★ Reynaldo Sylla Helen T. Taddeo Lucas Tamayo ’01 Carrie Tate Sophia Tsakmaklis Teague ’00 Carliana Teixeira ’06 Hal Tepfer Lynne Mooney Teta & Anthony Teta ★ Phuc Thai ’91 ★ Cusaj Thomas Laurie & Peter Thomsen ★ Pamela Thomure Camlinh To ’04 Mark A. Tracy ✦ Kevin Tran ’94 ✦ Barton Truscott

Elizabeth & Richard Tucker Nancy Ullman ✦ Amber Uskali Dan & Sally Vallimarescu Natasha Velickovic ’91 ✦ Alexandra Villa Luke von Maur Tran Vu ’00 ★ Nguyet Vy Vu ’96 Gwen & David Wanger ✦ Stephanie Warburg Cinique Weekes Peggy & Michael Weymouth ★ Ben Wheaton Marilee Wheeler ✤ Owen Wiggins Linda Wightman Kiara Witter Jill Yormak Craig Zevin Andy Zhong Andrew Zhu MATCHING GIFTS

Steppingstone would like to thank the following corporations for their matching gifts: Adobe Systems Incorporated BNY Mellon Charitable Giving Program John Hancock Financial Services, Inc. The Plymouth Rock Foundation GIFTS IN HONOR

Gifts were made to Steppingstone in honor of the following individuals and organizations: Kerry Brennan Michael Danziger LTC John C. Golden III William Helman Isabelle Loring Vivian Ng ’97 Frank Perrone Nigel Robinson Beverly Rosenberg Tricia Schade


Total number of Scholars served in Steppingstone’s first year:

14

Total number of Scholars served by Steppingstone this year:

1,640

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ALUMNI GIVING

14

NPEA

Phillips Exeter Academy Private Schools with Public We are so grateful for the We are grateful to the following Purpose generous support of Steppingstone organizations for their support Professional Education at Alumni: of Steppingstone’s National the Harvard Graduate School Partnership for Educational of Education Johane Alexis-Phanor ’96 ★ Access: Reach for Excellence Krystal Brooks ’93 The Roxbury Latin School & Joei Sanchez A Better Chance Tufts University Donavan Brown ’95 A-List Education Tulane University & Lauren Brown ✦ Association of Independent University of New Orleans Danielle Bynoe ’04 Schools in New England University of Pennsylvania Carlos Castillo ’94 ★ American Student Assistance The Wight Foundation Diana Zulay Chaves ’05 Boston College Williams College A.T. Desta ’99 Brooke Charter Schools Xavier University of Lousiana Ashley Diaz ’02 Brown University Pre-College Yale Young Global Scholars Dean Ebozue ’04 Programs Evelyn Guir Buffalo Prep MULTI-YEAR GIFTS & Carlos Pacheco ’96 ★ Cate School  Anonymous (3) Marcus Haymon ’95 ★ City Year  Lloyd G. Balfour Foundation, David Hernandez ’06 Coalition for College Bank of America, N.A., Trustee Angie Isaza ’06 The College Board Linda & Mark Borden Adilia James ’97 The Common Application Donavan Brown ‘95 Margarita Javier ’01 Daniel Murphy Scholarship Fund  & Lauren Brown Roudna Joseph ’03 ★ Dillard University  Maureen Chiquet Senam Kumahia ’96 Duke University Talent Karen & Brian Conway & Lara Shkordoff Identification Program Kerrie & James Coughlin Kyle Layne-Allen ’03 EganWood Foundation and Coleen & Ted Dinneen Uyen Le ’04 Kate & Tom Gilbane Debbie & Keith Gelb Felix Liang ’06 The Enrollment Management Kate & Tom Gilbane David Medina ’99 Association Karp Family Foundation Mary-Margaret Oppus Give Something Back Foundation  Isabelle & Ian Loring Mollicone ’97 ★ Horizons National Nicole & Terry Murray Cynthia Nguy ’97 inRESONANCE Marion & David Mussafer & Ogundele Temitope ✦ Jack Kent Cooke Foundation  Rona & Randolph M. Nelson Mariel Novas ’00 ★ John Hopkins Center for Foundation David Paradela ’06 Talented Youth Nancy Pallotta & Peter Monaco Kaitlin Barry Pellerin ’96 Lumina Foundation Emily & Drew Pluhar & David Pellerin ★ Making Waves Foundation Tricia & Chris Schade Rebekah Perez ’07 The Malcolm Coates Prep@ Rachel Segall & Tony Hurley Darian Reid-Sturgis ’99 ★ Pingree Program at Pingree Sue & John Simon Megan Riley ’04 ★ School Jenny & Sandy Weymouth/ Yvonne Dabreo Swaim ’95 MEFA, Massachusetts Hess Foundation & Bryan Swaim ★ Educational Financing Lucas Tamayo ’01 Authority Sophia Tsakmaklis Teague ’00 Milton Academy  Carliana Teixeira ’06 National Association of Phuc Thai ’91 ★ Independent Schools  Camlinh To ’04 National Association of College Kevin Tran ’94 ✦ Admission Counseling Natasha Velickovic ’91 ✦ The Nellie Mae Education Tran Vu ’00 ★ Foundation  Nguyet Vy Vu ’96 New Jersey SEEDS Rochelle Williams-Belizaire ’94 Noble and Greenough School  & Jonas Belizaire ★ Phillips Academy 


MULTI-YEAR GIFTS (cont’d) The Berylson Family Academy @ Steppingstone

In recognition of the Berylsons’ long-time generosity and dedication to Steppingstone, the six-week summer preparation component has been named in their honor. Richard and Susan Smith Family Foundation: Richard & Susan Smith, John & Amy S. Berylson & James Berylson, Jonathan Block & Jennifer Berylson Block, Robert Katz & Elizabeth Berylson Katz, Robert & Dana Smith, Debra S. Knez, Jessica Knez & Andrew Knez Peter H.O. Claudy Visual Thinking Strategies

This fund supports the Visual Thinking Strategies curriculum used in Steppingstone classes. The Claudy Family The Hope Scholarship

To provide last dollar scholarship funding to Scholars in college Pamela Haran & David Godkin TSF Collegiate Scholar Fund

To provide last dollar scholarship funding to Scholars in college

Average annual in-state college tuition (2016-17) in Massachusetts:

15

$25,406 Average annual income of a Steppingstone family in the Class of 2019:

$41,735

Anonymous GIFTS IN KIND

Frost Lighting Fairmont Copley Plaza Hotel, Boston Winston Flowers

* “LUSO Federal Credit Union Aims to Make Saving for College Simple,” BusinessWest, 31 Aug. 2018, businesswest.com


16 w Balson D Jennifer & Jonathan Block F Mr. & Mrs. James A. Block H Marina & Walter Bornhorst F Katie & Don Bramley V Elizabeth & Seth Brennan Deb & John Brennan/ Hunt Street Fund D Kate & Chuck Brizius F Julie & Kevin Callaghan

Phillips V Rachel Rock & Joshua Levy V The Richard Eric Rosenberg Foundation F Lindsey & Matthew Russell V Jeanne & Bob Savitt F Ellen & Steve Segal D Rachel Segall & Tony Hurley D Kristine Shadek D Brent Edward Shay H Richard, Ann, John & James Solomon Foundation F Kerry & Brendan Swords Suzie Tapson & Gordon Burnes D The Tudor Foundation, Inc. F Wells Fargo Foundation

Cindy & Warren Burroughs, Jr. D Susan Busch V Susan Okie Bush F The Elizabeth Cabot Lyman Charitable Trust The Calvert Foundation

The Brian J. Conway Fund for Scholars V

Mr. & Mrs. Jason Chiverton Christensen-Dunn Early Foundations Fund F Dr. John & Bette Cohen Columbian Lodge A.F. & A.M., Boston, MA Casey & Christina Condron Tom & Line Corcoran V Kate & Read Coughlin

The Michael P. Danziger Teaching Fellowship F

Bushrod H. Campbell and Adah F. Hall Charity Fund D Denise Casper Maureen & Antoine Chiquet Mrs. Peter H. O. Claudy F Constance B. Coburn & D James DeK. Houghton Resa & John Wing F

The Cosette Charitable Fund D Lucy & Mike Danziger H

Coleen & Ted Dinneen F

Darren J. Donovan V Jennifer Mugar Flaherty & Peter G. Flaherty II D Stephanie & Matthew Kadnar D Anne & Colin McNay V Barbara & Richard Melvoin F Martha Mugar V Pappendick Family D Marsha & Justin Perreault D Michael & Emily

BENEFACTORS $1,000–$4,999

Anonymous F Anonymous V Erica & Alan Adler V Nichole & Richard Aldrich/ RA Capital Associates F Todd Atanasoff Deb & Steve Barnes Marjorie & Robert Bland Tricia & Tim Blank F Marc Boesch & David Powers Maribeth & Mark Brostowski Bill & Barbara Burgess F

D

Sheena & David M. Danziger F Margot & Jon Davis V Kim & Chris Dellarocca Deanna & Tony DiNovi F

Makenzie & Daniel

Domb Bruce Breimer & Lorna Doran F Betsy & Rick Edie H Michael & Barbara Eisenson F Lee & Jack Englert F Mara & Stuart Feldman Cynthia A. Fisher & C. James Koch


The Brian J. Conway Fund for Scholars

$100,000+

$5,000+

Josh & Anita Bekenstein Charitable Fund Bill Collatos Dee & Kevin Conway Donna & Richard Tadler

Amy Smith Berylson & John G. Berylson Kathryn & Tim Conway Kerrie & James Coughlin Barbara & Michael Eisenson Eileen McDonagh & Robert Davoli Barbara & Richard Melvoin Rachel Rock & Joshua Levy Tricia & Chris Schade Sue & John Simon Hilary & Langley Steinert

$50,000+

The fund is a generous commitment to the services at the heart of our work that also ensures our long-term sustainability.

Anonymous Hunt Street Fund Linda & Andy McLane Andrea Okamura & Jeffrey Chambers Kristen & Thomas Roberts Charlotte R. Cramer Wagner & Herbert S. Wagner, III Amy & John Weinberg $25,000+

Anonymous Ellen & Michael Berk Julie & Kevin Callaghan Stephanie & John Connaughton Allison & Edward Johnson Mrs. Kevin Landry Aliya & Ajit Nedungadi Pixley & Ken Schiciano $10,000+

Anonymous (3) The Boston Foundation Katie & Don Bramley Todd Cronan Jeff & Vicky Hadden Dawn & Roger Kafker Paul Maeder & Gwill York Shelly & Ofer Nemirovsky One8 Foundation Dr. Patricia Nilles & C. Hunter Boll

UP TO $5,000

Nancy & Todd Bland Tricia & Tim Blank Amy & Ben Bloomstone Kerry P. Brennan Barbara & Bill Burgess Emily & Michael Denning Dubs & Rob Dickey Liz & Andrew Hahn Julia Ross Henderson & Robert Henderson Emily & Drew Pluhar Tricia & Chris Schade Madeline & Charles Searle Ellen & Bruce Shain Brent Edward Shay Sue & John Simon Hilary & Langley Steinert Sarah & James Treco Jason & Amelia Werlin Nick & Tricia Winton

17


The Michael P. Danziger Teaching Fellowship

18

$100,000+

Sue & John Simon $50,000+

Peggy & Dick Danziger $25,000+

Meredith & Jonathan Meeks Medha Sinha & Bart Epker With this fellowship, we honor one of Steppingstone’s founders, Mike Danziger, by developing teachers—the ones who drive change every day and who help make Steppingstone so deeply, individually impactful.

$10,000+

Pam & Bear Albright Mrs. Leonard Block† Laura & John Fisher The Karp Family Foundation Isabelle & Ian Loring Tracy & William Ullman Connie Williams, Jenny & Sandy Weymouth/ Hess Foundation

The fund supported the following Summer Teaching Interns, who worked with young Scholars and learned from veteran $5,000+ teachers: Karen & Brian Conway Kerrie & James Coughlin Hazel Bolivar Frederick M. New York University & Lucy C. Danziger Abbey Gannon Hilary & Chris Gabrieli Providence College Barbara & Amos Hostetter Marion & David Mussafer Alicia Landry The Richard, Ann, John University of Massachusetts & James Solomon Foundation at Amherst Devin Maguire Boston College Nicole Snow University of South Carolina

UP TO $5,000

Anonymous (3) Abby Ames Diana & Henry Asher Virginia Barnes Diana & Red Barrett Michael & Judy Bernstein Margaret Boasberg & Chris Bierly Susan Jefferson Boney & Paisley Boney Kerry P. Brennan Toby & Anne Brown Douglas Campbell Yully Cha & Chris Leonardi Henry Claudy Noel & Pamela Cott

Betsy Danziger Katie Danziger & Steven G. Horowitz Dana & Mark DeAngelis Charles Devens III Laurie B. Donahoe Anne & George Favaloro Elizabeth & Barry Frank Rebecca & Michael Gamzon Alexander Gianis Kate & Tom Gilbane Penny & Jim Gold Pat & Chris Greeley Kris Henning & Sydney S. Ey Pam & Bill Holding Matt Jablow Megan & Ted Johnson M. Scott Knox John Lieb Suzanne Lubell Margaret & Clayton Marsh Catharine & Duncan McEachern Tricia & Geoffrey McGean Anne & Colin McNay Mary & Anthony P. Monaco, M.D. Dr. Christine Olsen & Robert Small Linda & Whit Painter Kate & Hendon Pingeon Pamela Pleasants Shara & William Pollie Julie & Michael Posternack Brian Ratner Kathryn & Ken Robinson Jean Weinberg Rose Janet Smith & Ted Martellini Mr. & Mrs. David F. Stein Baylor & Howard Stovall Arzu & Murat Tarimcilar Laurie & Peter Thomsen Kevin Tran ’94 Barton Truscott Polly & Ming Tsai Nancy Ullman Catherine & Scott Webster Peggy & Michael Weymouth


19 w Balson D Jennifer & Jonathan Block F Mr. & Mrs. James A. Block H Marina & Walter Bornhorst F Katie & Don Bramley V Elizabeth & Seth Brennan Deb & John Brennan/ Hunt Street Fund D Kate & Chuck Brizius F Julie & Kevin Callaghan

Phillips V Rachel Rock & Joshua Levy V The Richard Eric Rosenberg Foundation F Lindsey & Matthew Russell V Jeanne & Bob Savitt F Ellen & Steve Segal D Rachel Segall & Tony Hurley D Kristine Shadek D Brent Edward Shay H Richard, Ann, John & James Solomon Foundation F Kerry & Brendan Swords Suzie Tapson & Gordon Burnes D The Tudor Foundation, Inc. F Wells Fargo Foundation

Cindy & Warren Burroughs, Jr. D Susan Busch V Susan Okie Bush F The Elizabeth Cabot Lyman Charitable Trust The Calvert Foundation

“I remember coming home every Mr. & Mrs. Jason Chiverton undergrad summer break during Christensen-Dunn Early Foundations Fund to work as a teaching intern [with Dr. John & Bette Bushrod H. Campbell Cohen Steppingstone] and having insightful and Columbian Lodge A.F. Adah F. Hall Charity & A.M., conversations with Mr. Fund Boston, MA Danziger Denise Casper Casey & Christina Maureen & Antoine Condron that came to on almost anything Chiquet Tom & Line Corcoran & Read Coughlin Mrs. Peter H.mind. O. His spirit isKatenever gone, and his Claudy Constance B. Coburn & Sheena & David M. have continued to resonate & John Wing James DeK.words Houghton Resa Danziger Margot & Jon Davis Ashorobi ’08 The Cosette with Charitable me.” - TemiKim & Chris F

D

F

V

F

V

D

D

F

V

F

Fund D Lucy & Mike Danziger H

Coleen & Ted Dinneen F

Darren J. Donovan V Jennifer Mugar Flaherty & Peter G. Flaherty II D Stephanie & Matthew Kadnar D Anne & Colin McNay V Barbara & Richard Melvoin F Martha Mugar V Pappendick Family D Marsha & Justin Perreault D Michael & Emily

BENEFACTORS $1,000–$4,999

Anonymous F Anonymous V Erica & Alan Adler V Nichole & Richard Aldrich/ RA Capital Associates F Todd Atanasoff Deb & Steve Barnes Marjorie & Robert Bland Tricia & Tim Blank F Marc Boesch & David Powers Maribeth & Mark Brostowski Bill & Barbara Burgess F

Dellarocca Deanna & Tony DiNovi F

Makenzie & Daniel

Domb Bruce Breimer & Lorna Doran F Betsy & Rick Edie H Michael & Barbara Eisenson F Lee & Jack Englert F Mara & Stuart Feldman Cynthia A. Fisher & C. James Koch


The Numbers

20

Statement of Financial Position For the twelve months ended June 30, 2018 Assets CURRENT ASSETS Cash and cash equivalents Investments Current portion of accounts and pledges receivable, net Prepaid expenses and other Total current assets INVESTMENTS PLEDGES RECEIVABLE, net of current portion & discount PROPERTY & EQUIPMENT, net DEPOSITS Total assets

$1,330,982 700,000 552,669 101,801 2,685,452 2,301,053 237,732 109,339 90,050 $5,423,626

Liabilities & Net Assets CURRENT LIABILITIES Accounts payable, accrued expenses and other Deferred revenue Total current liabilities DEFERRED RENT Total liabilities NET ASSETS Unrestricted Operating Board Designated: BJC Fund for Scholars Property and equipment Total unrestricted Temporarily restricted Permanently restricted Total net assets Total liabilities and net assets

$127,403 152,945 280,348 236,995 517,343

474,262 1,233,903 109,339 1,817,504 1,963,779 1,125,000 4,906,283 $5,423,626


Statement of Activities & Changes in Net Assets

21

For the twelve months ended June 30, 2018 Unrestricted

Temporarily Restricted

Permanently Restricted

Total

$1,005,609 (128,141) 877,468 3,284,237 284,700 134,746 93,860 11,739 8,980

$496,597 496,597 851,714 -

-

$1,502,206 (128,141) 1,374,065 4,135,951 284,700 134,746 93,860 11,739 8,980

525,686 401,707 220,786 5,843,909

(525,686) (401,707) (220,786) 200,132

-

6,044,041

2,197,568 965,034 468,741 15,365 3,646,708

-

-

2,197,568 965,034 468,741 15,365 3,646,708

466,621 742,124 1,208,745 4,855,453 988,456

200,132

200,132

466,621 742,124 1,208,745 4,855,453 1,188,588

Endowment contributions Capital grant Investment returns Cancellation of Pledges Total Other Revenue (Expenses) Changes in net assets

32,014 962 32,976 1,021,432

18,100 (10,000) 8,100 208,232

NET ASSETS, beginning of period

796,072 $1,817,504

OPERATING REVENUE AND SUPPORT

Fundraising events Less – cost of direct benefit to donors Net fundraising events revenue Contributions and grants Conference Membership income Other income Interest and dividend income In-kind revenue Net assets released from restrictions: Satisfaction of time restrictions - events Satisfaction of time restrictions - other Satisfaction of purpose restrictions Total operating revenue and support OPERATING EXPENSES

Program services: The Steppingstone Academy College Success Academy National Partnership for Educational Access Replication Total program services Supporting services: General and administrative Development Total supporting services Total operating expenses Change in net assets from operations OTHER REVENUE (EXPENSES)

NET ASSETS, end of period

1,755,547 $1,963,779

1,125,000 1,125,000 1,125,000

1,125,000 32,014 19,062 (10,000) 1,166,076 2,354,664 2,551,619 $4,906,283


22


Of the Scholars who’ve completed The Steppingstone Academy’s academic preparation component,

90% 93%

have been admitted to a competitive middle or high school.

99%

have graduated from high school.

have enrolled in a four-year college.

80%

have earned their college degree within six years.

23


24 Phillips V w Balson D Jennifer & Jonathan Rachel Rock & Joshua Block F Levy V Mr. & Mrs. James A. The Richard Eric Block H Rosenberg Marina & Walter Foundation F Lindsey & Matthew Bornhorst F Katie & Don Bramley V Russell V Elizabeth & Seth Jeanne & Bob Savitt F Ellen & Steve Segal D Brennan Rachel Segall & Tony Deb & John Brennan/ D D Hurley Thursday, Hunt Street Fund November 9, 2017 Kate & Chuck Brizius F Kristine Shadek D Julie & Kevin Callaghan Brent Edward Shay H F Richard, Ann, John & Bushrod H. Campbell James Solomon and Foundation F Kerry & Brendan Adah F. Hall Charity Swords Fund D Denise Casper Suzie Tapson & Gordon Maureen & Antoine Burnes D The Tudor Foundation, Chiquet Inc. F Mrs. Peter H. O. Wells Fargo Foundation Claudy F Constance B. Coburn & D James DeK. Houghton Resa & John Wing

Cindy & Warren Burroughs, Jr. D Susan Busch V Susan Okie Bush F The Elizabeth Cabot Lyman Charitable Trust The Calvert Foundation

Steppingstone Annual Gala

F

The Cosette Charitable Fund D Lucy & Mike Danziger H

Coleen & Ted Dinneen F

Darren J. Donovan V Jennifer Mugar Flaherty & Peter G. Flaherty II D Stephanie & Matthew Kadnar D Anne & Colin McNay V Barbara & Richard Melvoin F Martha Mugar V Pappendick Family D Marsha & Justin Perreault D Michael & Emily

BENEFACTORS $1,000–$4,999

Anonymous F Anonymous V Erica & Alan Adler V Nichole & Richard Aldrich/ RA Capital Associates F Todd Atanasoff Deb & Steve Barnes Marjorie & Robert Bland Tricia & Tim Blank F Marc Boesch & David Powers Maribeth & Mark Brostowski Bill & Barbara Burgess F

V

Mr. & Mrs. Jason Chiverton Christensen-Dunn Early Foundations Fund F Dr. John & Bette Cohen Columbian Lodge A.F. & A.M., Boston, MA Casey & Christina Condron Tom & Line Corcoran V Kate & Read Coughlin D

Sheena & David M. Danziger F Margot & Jon Davis V Kim & Chris Dellarocca Deanna & Tony DiNovi F

Makenzie & Daniel

Domb Bruce Breimer & Lorna Doran F Betsy & Rick Edie H Michael & Barbara Eisenson F Lee & Jack Englert F Mara & Stuart Feldman Cynthia A. Fisher & C. James Koch


The 2017 Gala

In one night, we raised more than 20% of our budget and honored outgoing Board Chair Brian Conway for his longtime commitment to Steppingstone. We gathered to celebrate Scholars and their supporters: Steppingstone donors, staff, and Scholars’ families. It was a night to remember and we’re grateful to all who made it so successful.

25


The 2017 Gala

26


$100,000 SPONSORS

$25,000 SPONSORS

Anonymous Anita & Josh Bekenstein Bill Collatos Dee & Kevin Conway Karen Swett Conway Denise Dupré & Mark Nunnelly Isabelle & Ian Loring Hope & Mike Pascucci Donna & Richard Tadler

Ellen & Michael Berk Katie & Don Bramley Stephanie & John Connaughton Victoria & David Croll Todd Cronan Sandra & Paul Edgerley Fidelity Investments Jackie & Blair Hendrix Pam & Bill Holding Barbara & Amos Hostetter Abby Johnson & Chris McKown Allison & Edward Johnson Landry Family Foundation Polly & Ken Maroni Aliya & Ajit Nedungadi Northern Trust Nancy Pallotta & Peter Monaco Rachel Rock & Josh Levy Ropes & Gray LLP Christina Wing O’Donnell & Tad O’Donnell

$50,000 SPONSORS

Amy & John Berylson Denise Jefferson Casper Jeffrey T. Chambers & Andrea Okamura Bridgitt & Bruce Evans Lucy & Steve Galbraith Debbie & Keith Gelb Kate & Tom Gilbane Kaia & Jonathan Goldstein Bill Helman Linda & Andy McLane Kristen & Thomas Roberts Pixley & Ken Schiciano Susan & John Simon Medha Sinha & Bart Epker Amy & John Weinberg Through GS Gives

$10,000 SPONSORS

Anonymous Nancy Adams & Scott Schoen Pam & Bear Albright Jennifer & Jonathan Block Susan & Paisley Boney The Boston Foundation Kate & Chuck Brizius Alison Brown & Greg White Roy & Emily Burns Melanie & Jason Chiverton Jess & Bill Christ Erin & Devin Condron Kerrie & James Coughlin Dianna & Anthony DiNovi

Makenzie & Daniel Domb Sadhana & Rick Downs Deborah & Philip Edmundson Nuha El Sayed & Hythem El-Nazer The Gabrieli Family Jeff & Vicky Hadden Dawn & Roger Kafker Karp Family Foundation Brooke & Conan Laughlin Lovett-Woodsum Foundation Kate Lubin & Glendon Sutton Tristin & Martin Mannion Barbara & Richard Melvoin Alison & William Monaghan Marion & David Mussafer Shelly & Ofer Nemirovsky Dr. Patricia Nilles & C. Hunter Boll Dr. Christine Olsen & Robert Small One8 Foundation Marsha Perreault Emily & Drew Pluhar Plymouth Rock Foundation Luly & Maurice Samuels Tricia & Chris Schade Stephanie & Brian Spector Hilary & Langley Steinert Suffolk Cares The TJX Companies, Inc. Jenny & Sandy Weymouth Wilmington Trust Gwill York & Paul Maeder

27


28

BOARD OF DIRECTORS*

Kate Gilbane

BOARD OF ADVISORS

Joanne Jacquet Araujo ’98 Massachusetts Trial Court at the Suffolk Superior Court

Jonathan M. Goldstein TA Associates

Ann Coles, Ed.D. Institute for Higher Education Policy; uAspire

Amy Smith Berylson Richard and Susan Smith Family Foundation Todd Bland Milton Academy Donavan D. Brown ’95 Brown Brothers Harriman & Co. Hon. Denise Jefferson Casper U.S. District Court for the District of Massachusetts

Robert P. Henderson, Jr. Resource Group 175 Pam Holding Fidelity Management and Research Joshua S. Levy Ropes & Gray LLP Isabelle Loring, Chair Nantucket Conservation Foundation Dr. Richard I. Melvoin

Willian Fitzsimmons, Ed.D Harvard College Chris Gabrieli Massachusetts Board of Higher Education Paul Grogran The Boston Foundation Joanna Jacobson Strategic Grant Partners; One8 Foundation

Dr. Vincent W. Chiang Department of Medicine, Boston Children’s Hospital

A. Peter Monaco, Jr. Raptor Capital Management

Karl Reid, Ed.D. The National Society of Black Engineers

Brian J. Conway, Vice Chair TA Associates

Mike Pascucci Rose Grove Capital Management, LLC

John S. Weinberg Evercore

Betsy Lind Danziger The Fessenden School Michael Denning Noble & Greenough School

Dr. Stephanie Pinder-Amaker College Mental Health Program, McLean Hospital; Harvard Medical School

Mary Driscoll Boston Public Schools

Tricia Schade, Clerk Visual Thinking Strategies

Peg Flanagan Grace Edwards Scholarship Fund

John G. Simon, Co-Founder Sigma Prime Ventures

Fabian Fondriest Homesite Insurance

Hilary N. Steinert Nashoba Brooks School

Lucy K. Galbraith, Treasurer Kindred Capital Advisors LLC

Jenny Weymouth

Debbie L. Gelb

Christina Wing-O’Donnell Harvard Business School * as of June 30, 2019


BOARD OF AMBASSADORS

Nancy Adams Pamela Albright Brooks School

Allison Johnson Allison Johnson Design

BOARD OF YOUNG PROFESSIONALS

Char Joslin & Les Cheek

Owie Agbontaen Sompo International

Kasey Kaufman

Eric Andrew ’94 OffrBox.com

Gord Kluzak Goldman Sachs & Co.

Ngozi Anidi ’98 McCormick & Co.

Brooke Laughlin

Jeffrey Barber TA Associates Julie Barron CIBC

Kate Lubin Anthony Mathieu ’02 Boston Latin Academy Alison Monaghan

Linda Borden

Mariel M. Novas ’00 Doctoral Candidate, Harvard University

Katie Bramley

Drew Pluhar

Chuck Brizius 1251 Capital Group LLC

Rachel Rock

Susan Boney

David Carlstrom Susanne Chiang Erin Condron James Coughlin Fidelity Investments

Annagret & Alex Sacerdote Matt Santangelo Northern Trust Pixley Schiciano, Chair Boston Ballet Company Anthony Schweizer UBS Private Wealth Management

Ashley Andrade Deloitte & Touche LLP Carolyn Attenborough, Co-Chair Fidelity Investments Derrick Bessaoud J.P. Morgan Danielle Bynoe ’04 NTT Data Services Diana Chaves ’05, Co-Chair Boston Public Health Commission Kathleen Da Silva AdmitHub Sophia Diserio Fidelity Capital Markets Marguerite Fulton Cambridge Associates Felix Liang ’06 Teach for America Ursula Munger Fidelity Investments

Kelly Segal

Taylor Redd Education First

Betsy & Rick Edie Dedham Country Day School

Rachel Segall The Wellness Room

Megan Riley ’04 Deloitte & Touche LLP

Bart Epker

Brent Edward Shay Wells Fargo Capital Finance

Elizabeth Saltonstall Eaton Vance

Rob Small Berkshire Partners LLC

Cusaj Thomas Goodwin Proctor

Annie Weinberg Alexander Twilight Academy

John Van Allen Bank of America

Douglass Williams Chef/Owner of MIDA

Luke von Maur HarbourVest Partners

James Danziger The Riverside Company

Betsey Gifford Jen Hawkins Jen Hawkins Events Blair Hendrix Bain Capital

29


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Professional photography by Sam Moody, TrÊa Lavery, and Joseph Lee. This report is accurate to the best of our knowledge. We sincerely apologize for any errors or omissions. The Steppingstone Foundation is committed to a policy of equal treatment for all individuals. Want to learn more? We’d love to hear from you. Contact Steppingstone at: 617-423-6300 www.tsf.org One Appleton Street Boston, MA 02116

Profile for The Steppingstone Foundation

The Steppingstone Foundation 2018 Annual Report  

The Steppingstone Foundation continues its mission of change, helping kids from traditionally marginalized communities access a quality coll...

The Steppingstone Foundation 2018 Annual Report  

The Steppingstone Foundation continues its mission of change, helping kids from traditionally marginalized communities access a quality coll...

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