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Why do you support Steppingstone? . . . . . Contents

Letter from the Founder . . . 2 Letter from the Chairman . . . 5 About our Programs . . . 6 Placement Schools . . . 7 College Matriculation . . . 8 Campaign for Growth . . 10 Foundation Grants . . 11 2008 Gift Report . . 11 Corporate Gifts . . 17 Berylson Fund for Leadership Development . . 17 Summer Opportunities Fund . . 17 Financial Statements . . 18 About Steppingstone . . 20

...because I am able to help my students get the valuable individual attention they need in order to help them reach their full potential.

(Facing page) Will Lyons has been a Mentor with Steppingstone’s SMASH program (Saturday Mentoring and Study Hall) since 2006 and recently joined the Task Force, which provides opportunities for young professionals to get more involved with Steppingstone. Melissa Lyons is a humanities teacher at the Lilla G. Frederick Pilot Middle School in Dorchester. Every year, she nominates students for The Steppingstone Academy. 1 ...because I deeply believe in Steppingstone’s core objective of providing access to education for motivated students.

...because I am able to help my students get the valuable individual attention they need in order to help them reach their full potential. Letter from the Founder

Every Thursday this summer, I had lunch with a section of Steppingstone Scholars. Spending time with the founder of The Steppingstone Foundation was The McLane Fund presented as a treat to them, but I’m the one who really got the better of the deal. I was inspired by these children who are so smart, so funny, so focused, Steppingstone is so kind to one another, and so determined to fulfill their boundless potential. deeply grateful to the I would tell them a bit about the history of Steppingstone, and the Scholars partners of TA Associates gave me the skinny on the program. I left each lunch inspired and more who donated $1 million in honor of managing committed than ever to the mission of this organization. partner Andy McLane: Spending time with the Scholars not only keeps me connected to a great group of children, but it reminds me why we—my colleagues at Steppingstone, Jeffrey S. Barber the Scholars and their families, and of course, you who sustain us—are so Michael S. Berk committed to this organization. We are making a transformative difference in Jeffrey T. Chambers the lives of so many people, and in turn are raising expectations about college Michael C. Child access for entire communities. Brian J. Conway Todd R. Crockett While the Scholars were hard at work on their way to college, Steppingstone Jonathan M. Goldstein had a very productive year in 2008. We successfully completed our five-year Kurt R. Jaggers strategic growth plan, which included nearly doubling the number of Scholars A. Bruce Johnston served in Boston to 900, setting the Philadelphia operation on a course to Roger B. Kafker independence and sustainability, replicating the Academy in Hartford, and C. Kevin Landry building the National Partnership for Educational Access, whose member David S. Lang 2 organizations serve over 20,000 students. Through these efforts, Steppingstone Jonathan W. Meeks has become a multi-site organization and a leader in the college access field. Jacqueline C. Morby Ajit Nedungadi I hope you join me in both feeling proud of what we’ve accomplished, as well Kenneth T. Schiciano as excited about what lies ahead. 2008 heralded not only the end of one period Richard D. Tadler of organizational growth, but also the time to plan for the next phase so that we Michael A. Wilson may serve more children and have more impact. Of course, none of this growth would have been possible without the amazing generosity of so many donors who contributed to the Campaign for Growth. We had hoped to raise $15 million in pledges and annual giving over the five years of the campaign, which was quite ambitious. As I hope you know, Steppingstone owes whatever success it may have to those who support us so generously; thanks to the names listed in this report, we ended up raising over $19 million! In particular, I would like to express my deep gratitude to the partners of TA Associates, who stunned us with an incredible donation of $1,000,000 in honor of managing partner Andy McLane’s retirement. Whether I am having lunch with a dozen Steppingstone Scholars, or working with colleagues and Board members to chart the course for our organization, I am so grateful for the opportunity to work at Steppingstone, and even more grateful to those who make it all possible.

Michael P. Danziger Michael Danziger is the founder of The Steppingstone Foundation

3 4

Brian Conway is the chairman of The Steppingstone Foundation Board of Directors Letter from the Chairman

For the past five years, Steppingstone has followed an ambitious agenda The Steppingstone of local and national expansion. We have increased the number of Foundation children served in Boston to nearly 1,000, launched a third program Board of Directors site in Hartford, and initiated the National Partnership for Educational Access, a national alliance of college access programs for underserved Amy Smith Berylson Chuck Brizius students. While we are different in many ways than we were in 2004, Robert Clagett what has remained unchanged is our commitment to providing high Brian Conway quality program services that set underserved students firmly on the Michael P. Danziger path to college. In fact, over 90% of Steppingstone Scholars attend Bart Epker four-year colleges, compared to 36% of students who graduate from Richard L. Friedman Boston’s district high schools. Andrew Hahn After growth and new programs, the time was right to assess the William Helman effectiveness of The Steppingstone Academy even beyond the bench- Allison Johnson marks to which we have held ourselves accountable for nearly 20 years. Isabelle Loring In 2008, the staff and Board embarked upon an internal evaluation, Dr. Richard I. Melvoin asking the same two questions of every aspect of The Steppingstone A. Peter Monaco, Jr. Academy, from our admissions process to college counseling: Is the Dr. Karl W. Reid way we operated five years ago still the most effective way to achieve Brent Edward Shay meaningful results? Can we do more with less, given limited resources John G. Simon John S. Weinberg and a weak ? Christina Wing-O’Donnell This internal assessment has led to the consolidation of our 5 admissions process (and our largest class admitted to date), a restructuring of Academy Nine to take advantage of increased placement opportunities, and the development of a multi-year college readiness curriculum for Scholars who have completed the academic preparation component. Other ideas, such as reallocating Academy class time during the school year, are designed to increase access to the program and will be implemented next year. We believe that these changes will lead to further growth and improved program delivery beginning the moment a Scholar applies to the Academy to the time he or she enrolls at a four-year college. The has not only made us look at how to be more productive and efficient, it has impacted the families we serve. Financial aid budgets have been stretched, and Scholars need our services more than ever. Thank you for your continued support through these difficult times. Steppingstone never takes its success—or its donors—for granted. I continue to be amazed and gratified by your generous support. Thanks to you, hundreds of students will realize their dreams of going to college.

Thank you, Brian J. Conway About our Programs

The Steppingstone Foundation develops and implements programs which prepare urban schoolchildren for educational opportunities that lead to college. Based on the premise that, regardless of circumstance, children can achieve at high levels academically with the proper preparation and support, Steppingstone programs emphasize rigorous standards and achieve meaningful results. Steppingstone programs in Boston, Philadelphia, and Hartford set underserved students on the path to college by preparing them to get into and succeed at top college preparatory schools in middle and high school. Once admitted, Scholars participate in a 14-month academic component that begins with a six-week summer session, continues through the school year with classes after school and on Saturdays, and concludes with a second six-week summer session. The rigorous curriculum and extra homework prepare Scholars for the challenges of their placement schools, and Steppingstone work closely with Scholars and their families on all aspects of the placement school admission process. After completing the 14-month academic component, Scholars receive comprehensive services to ensure that they thrive in their new school environments. A mentoring program, extracurricular activities, and college counseling are just a few of the services provided to ensure that the Scholars make a smooth transition to their new schools, ultimately graduating from high school and enrolling at four-year colleges. The Steppingstone Academy in Boston prepares fifth-, sixth-, and eighth-grade 6 students—who wouldn’t otherwise have the opportunity—to get into and succeed at Boston’s top independent and public exam schools in the sixth, seventh, and ninth grades, respectively. In 2008, The Steppingstone Academy served 900 Scholars in grades five through 12, and more than 1,100 Scholars have completed the 14-month academic component since 1990. Over 90% of Scholars have enrolled at four-year colleges. The Steppingstone Scholars Program in Philadelphia prepares underserved fifth- grade students for acceptance and success in the sixth grade at top independent schools in the Philadelphia area. Launched in 1997, The Scholars Program serves close to 300 Scholars in grades five through 12; the first class of Scholars graduated from high school and matriculated at college in 2006. The Steppingstone Academy Hartford. which graduated its first class in 2008, prepares underserved eighth-graders for admission at Connecticut boarding schools in the ninth grade. The program serves nearly 80 Scholars in grades eight through 10. Steppingstone’s newest initiative, the National Partnership for Educational Access (NPEA), was launched in 2007 to support programs working in collaboration with college preparatory schools to provide underrepresented students with academic preparation, placement services, and ongoing support to ensure enrollment at and graduation from four- year colleges. NPEA’s goal is encourage long-term success for member organizations as well as the dissemination of best practices to schools, institutions, and individuals committed to educational access and opportunity. Philadelphia Abington Friends School The Agnes Irwin School Placement Schools The Baldwin School Holy Child Academy Boston Academy of Notre Dame Beaver Country Day School Chestnut Hill Academy Belmont Day School The Episcopal Academy Friends’ Central School High School Friends Select School Boston Latin Academy Germantown Academy Boston Latin School Germantown Friends School Girard College Boston University Academy Greene Street Friends School The Haverford School Buckingham Browne & Nichols Malvern Preparatory School Cambridge School of Weston St. Aloysius Academy The Philadelphia School The Shipley School Springside School Dedham Country Day School St. Peter’s School Westtown School William Penn Charter School Dexter School The Hartford The Meadowbrook School of Weston Canterbury School 7 Newton Country Day School Noble and Greenough School The John D. O’Bryant School The Gunnery The The The Kingswood-Oxford School The The St. Mark’s School Marianapolis Preparatory School St. Paul’s School The St. Sebastian’s School The Master’s School Southfield School Mercy High School Miss Porter’s School The Northwest Catholic High School Xaverian Brothers High School The Westminster School Xavier High School Howard University (4) Husson College University of New Hampshire (2) Jacksonville University University of North Carolina, Chapel Hill College Matriculation Johns Hopkins University University of Pennsylvania (4) Johnson & Wales University (5) Steppingstone Scholars attend or University of Pittsburgh Lasell College (4) have graduated from the following University of Rhode Island (3) Lesley University University of Richmond colleges and universities: Long Island University University of Rochester (2) Loyola University Adelphi University University of Southern (3) Maine Maritime Academy Agnes Scott College University of Vermont College (3) Anna Maria College University of Virginia Manhattanville College Amherst College (3) University of Wisconsin, Madison College of Art (5) Babson College (4) Utica College Massachusetts College of Liberal Arts Barnard College (4) Villanova University Massachusetts College of and Bates College Wellesley College (5) Health Science (7) Becker College Wentworth Institute of Technology (3) Massachusetts Institute of Technology (2) Bentley College (3) Wesleyan University (2) Middlebury College Berklee College of Music (2) Wheaton College (2) Morehouse College Boston College (17) Williams College (4) The New School Boston University (25) Yale College (6) New York University (2) Bowdoin College (5) Nichols College Brandeis University (2) Graduate Schools Northeastern University (26) Bridgewater State University (3) Boston College Graduate School of Arts Pace University (2) Brown University (7) and Sciences Pennsylvania State University Bryant College (2) Boston University Division of Graduate Pine Manor College (4) Bryn Mawr College (3) Medical Sciences Providence College Bucknell University Boston University College of Communications Quinnipiac University Carnegie Mellon University Boston University School of Law Regis College (6) Centre College (2) Columbia University Mailman School Rensselaer Polytechnic Institute Cheyney College of Public Health Rhode Island School of Design The Citadel Military College Weill Medical College of Cornell University Rollins College 8 Claremont McKenna College Fordham Graduate School of Education Salem State College (3) Clark University (3) The George Washington University Santa Clara University Clarkson University School of Public Health and Health Services Savannah College of Art & Design (2) Colby College (2) The Johns Hopkins University School Simmons College (7) Colgate University of Medicine Smith College The College of Wooster Springfield College Graduate School Southern Connecticut State University College of the Holy Cross (8) of Education Spelman College (5) Columbia College, SC Suffolk University Law School Springfield College Columbia University (9) The Syracuse University Graduate School St. John’s University (3) Connecticut College (3) of African American Studies Stanford University Curry College (4) University of Baltimore Yale Gordon College Stonehill College (2) Dartmouth College (8) of Liberal Arts Suffolk University (5) University of California, Berkeley School Syracuse University (8) Eastern Nazarene College of Public Health Temple University (6) Eckerd College The School of Social Service Administration Trinity College, CT (2) Emerson College at the University of Trinity College, D.C. Endicott College Educational Policy Studies at the University (7) Emmanuel College (2) of Illinois at Urbana-Champaign Tulane University Fisk University University of Massachusetts Amherst, Tuskegee University Fitchburg State University Department of and Statistics Union College Florida A&M University University of Massachusetts Medical School (2) University of California, Berkeley Fordham University (5) University of Massachusetts Boston, University of California, Davis Framingham State University (3) Department of Applied Sociology University of Connecticut George Washington University (8) Graduate College of Education (2) University of the District of Columbia Georgetown University (2) The University of Texas at Austin College University of Hartford Georgia Institute of Technology of Liberal Arts University of Hawaii, Manoa Gordon College Department of English at the University University of Massachusetts, Hamilton College (4) of Virginia Amherst (22) Hampshire College Department of Counseling Psychology at Boston (15) Hampton University (5) the University of Wisconsin, Madison Dartmouth (3) Harvard College (15) Lowell (6) University of Miami After completing Steppingstone’s academic preparation component in 1997, Cindy Nguy attended Noble & Greenough School and Harvard College. Cindy works in Boston and is an active member of Steppingstone’s Alumni community.

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...because Steppingstone has been a big part of my life and played an important role in helping me get to where I am now. Jamie Hanna and Glenn Hopkins Charles Hayden Foundation The Highland Street Foundation Joanna and Jon Jacobson Kurt R. Jaggers Jane’s Trust Allison and Edward Johnson A. Bruce Johnston Campaign for Growth Roger B. Kafker Karp Family Foundation The Steppingstone Foundation Nat Kellogg/J. C. Kellogg is deeply grateful to the Foundation individuals and organizations The Esther A. and Joseph listed here for their generous Klingenstein Fund support of the Campaign for C. Kevin Landry Growth, launched in 2004. David S. Lang Completed in 2008, the Jeff and Janet Larson Campaign for Growth raised The Lynch Foundation over $19 million to support Jonathan W. Meeks Steppingstone’s expansion. Barbara and Richard Melvoin Anonymous (2 gifts) Sarah and Peter Monaco L. G. Balfour Foundation Jacqueline C. Morby Jeffrey S. Barber Ajit Nedungadi Michael S. Berk Kimberly and James Pallotta Amy Smith Berylson Amelia Peabody Foundation 10 and John G. Berylson Kristen and Tom Roberts The and Leonard Block Martha and Paul Samuelson Foundation Kenneth T. Schiciano C. Hunter and Pamela Boll Brent Edward Shay The Boston Foundation Susan and John Simon Geoffrey Caraboolad Richard and Susan Smith Family Jeffrey T. Chambers Foundation Michael C. Child Jill and Michael Stansky Karen and Brian Conway Richard D. Tadler Todd R. Crockett John Waldron Betsy and Michael Danziger Amy and John Weinberg Katie Danziger and Michael A. Wilson Steven Horowitz Christina Wing-O’Donnell and Peggy and Richard M. Danziger Thomas O’Donnell/Karen Wing Nina and David Fialkow Family Charitable Foundation Laura and John Fisher Nancy and Richard Friedman General Catalyst Partners The Goldman Sachs Foundation Jonathan M. Goldstein Corinne and Wyc Grousbeck Elizabeth and Andrew Hahn Foundation Grants The Steppingstone Foundation honors the following foundations for their generous support. 2008 Gift Report

$100,000+ $100,000+ FOUNDERS’ CIRCLE The Goldman Sachs Foundation Mrs. Leonard Block H Grousbeck Family Foundation Michael Child L. G. Balfour Foundation Brian & Karen Conway H Liberty Mutual Foundation, Inc. Betsy & Michael Danziger H

Peggy & Richard Danziger H $50,000 TO $99,999 Joanna & Jon Jacobson F

Barrie & Kevin Landry Amelia Peabody Foundation Andrea Okamura & Jeffrey Chambers The Hearst Foundations James & Kimberly Pallotta H The Highland Street Foundation Medha Sinha & Arthur G. Epker III F J. C. Kellogg Foundation

Shippy Foundation $25,000 TO $99,999 The Paul and Phyllis Fireman PRESIDENT’S CIRCLE Charitable Foundation Anonymous (2 Gifts) H $25,000 TO $49,999 John G. & Amy Smith Berylson H John & Laura Fisher H Bain Children’s Charity LTD Nancy & Richard Friedman H Bank of America Charitable Kaia & Jonathan Goldstein Foundation, Inc. Kurt Jaggers Charles Hayden Foundation Allison & Edward Johnson H The Esther A. & Joseph Klingenstein Mr. & Mrs. A. Bruce Johnston F 11 Fund Inc. Dawn & Roger Kafker F Karp Family Foundation $10,000 TO $24,999 Heather & David Lang Jeffrey B. & Janet Larson/ CIBC World Markets Corp./ The Larson Family Foundation F Miracle Day Isabelle & Ian Loring Dean Welfare Trust Jacqueline C. Morby JPMorgan Chase Foundation Thomas O’Donnell & Christina Wing- The Plymouth Rock Foundation O’Donnell/The Karen Wing Family Richard E. Rosenberg Foundation Charitable Foundation F William E. Schrafft and Bertha E. Pixley & Kenneth Schiciano H Schrafft Charitable Trust John & Susan Simon/ Tudor Foundation, Inc. General Catalyst Partners H Virginia Wellington Cabot Foundation Donna & Richard Tadler l Amy & John Weinberg H Up to $9,999

A.C. Ratshesky Foundation The Alperin/Hirsch Family Foundation The Ben E. Factors Foundation H Denotes donors who have made Boston Scientific Foundation, Inc. gifts for at least ten consecutive years. Bushrod H. Campbell and Adah F. Hall Charity Fund F Denotes donors who have made Citizens Bank Foundation gifts for at least five consecutive years. The Cosette Charitable Fund Epstein/Carver Family Foundation l Denotes donors who have made Esther Simon Charitable Trust gifts for at least three consecutive years. Linde Family Foundation The Shane Foundation Sovereign Bank Foundation The Verrill Foundation Aliya & Ajit Nedungadi Martha & Paul Samuelson H $10,000 TO $24,999 Kate Kellogg & Randy Peeler Jeanne & Bob Savitt H SCHOLARS’ SOCIETY Jamie & Cynthia Kempner Ellen & Steve Segal Joanie & Doug Kingsley F Anonymous (2 Gifts) H H Brent Edward Shay H Louise Totten Knabe F Kate & Chuck Brizius H Richard, Ann, John & David Kreisler & Gwyn Williams F John & Stephanie Connaughton l James Solomon Foundation H Cheryl LaFleur & William Kuncik David & Victoria Croll F Mr. & Mrs. John Waldron Cynthia & Jeffrey Leach F Denise M. Dupré & Suzy & Jack Welch F Susan Littlefield Roper & Martin Roper Mark E. Nunnelly H Jenny & Sandy Weymouth/ Karl & Debbie Matthies Family Sandy & Paul Edgerley Hess Foundation F Foundation Bridgitt & Bruce Evans H Barbara & Richard Melvoin F Doris & Donald Fisher H $1,000 TO $4,999 Rebecca Melvoin/Melvoin Mr. & Mrs. Amos B. Hostetter, Jr. l BENEFACTORS Foundation l Scott Jaeckel H F Allison & Roberto Mignone Mary Beth & Adam Kirsch l Anonymous Jim & Lisa Mooney F The Klarman Family Foundation F Nichole & Richard Aldrich/ F Jennifer Mugar & Peter Flaherty Anne R. Lovett & RA Capital Associates Kelley Murphy H Stephen G. Woodsum H Elyse & Bruce Balder Elisabeth Niedermeyer Linda & P. Andrews McLane H Melora & Andrew Balson l Caroline & Soren Oberg Meredith & Jonathan Meeks l Ellen & Michael Berk F Erica & Edward Pappendick Anne & Jeff Mitchell Timothy C. & Patricia W. Blank Gerard & Lisa Marie Phelan Jonathan Block Sarah & Peter Monaco H F l Louis & Cynthia Ricciardi Kristin & Stephen Mugford l Amy & Ben Bloomstone H Rebecca & Mark Scheier Marion & David Mussafer F C. Hunter & Pamela T. Boll H Dan & Caterina Schwinn H Randa & Michael Pehl F Bruce Breimer & Lorna Doran F Robert G. Segel & Janice L. Sherman F Robert Small H Bill & Barbara Burgess H Barbara & Ed Shapiro Carolyn & Ken Swan F Susan Okie Bush 12 Stefani & Leonard Shavel H Jacqui & Mike Wilson Clemmie & James Cash Lori & Matthew Sidman Sonja & James Wolfsberg F Andrew Crowley Omar Simmons Suzanne Worden & Stephen Farley Louise B. & Edgar M. Cullman H Peter J. Solomon Family Foundation F Foundation Josh Solomon F $5,000 TO $9,999 Katie Danziger & H Abby Sosland & Mark Goodman PYRAMID SOCIETY Steven G. Horowitz Jeff & Nisa Tannenbaum Leigh & George Denny Suzie Tapson & Gordon Burnes l Mr. & Mrs. James A. Block H Rob & Dubs Dickey l Alice & Tom Tisch H Marina & Walter Bornhorst H Sadhana & Rick Downs Jan & James Treadway Deb & John Brennan Christensen-Dunn Early Foundations William Ullman/The Monterey Mrs. Peter H. O. Claudy H Fund F Fund, Inc. Constance B. Coburn & Jean & Christopher Egan Jean Weinberg Rose & Jeff Rose H James D. Houghton F Michael & Barbara Eisenson H Marilee Wheeler H Kim & Drew Conway l Lee & Jack Englert H Robert & Tona White l Kerrie & James Coughlin l Negin & Oliver Ewald Linda Wisnewski & William Collatos Todd Crockett Diane & Neil Exter Family Foundation F Mr. & Mrs. F. Michael Danziger H Anne & George Favaloro

Gretchen Effgen & Anthony Schweizer Scott Friend & Leslie Riedel/ $250 TO $999 Bernie & John Fowler F Harris Family Foundation H PATRONS Kim Hsu-Barber & Jeffrey Barber Sandy & Dozier Gardner l Elizabeth L. Johnson & Tom & Kate Gilbane Anonymous Robert Ketterson l John Gillis Martina Albright & Jon Bernstein Karen Kames & Christopher Gaffney H Elizabeth & Andrew Hahn H Cara Angelopulos Tristin & Martin Mannion H Jessica & Jonathan Hyde l Nicole Arehart & Michael Biondo Polly & Kevin Maroni Jill & Robert Inches F Robert P. Ball H Alex & Josh McCall F Thomas C. Israel Anna & Jim Beakey Jeff & Christine McCormick Janet & Michael Jesanis Samantha Bendetson Holly McGrath & David Bruce Mr. & Mrs. Edward C. Johnson 3d Jeremy Benedict Stephanie & Matthew Kadnar l Ellen & Keith Plapinger Fred & Tricia Bentley F Mimi & Harold Pratt Sheri Berman & Gideon Rose/ Stephanie & Zach Harvey Mr. & Mrs. Matthew L. Root The Baobab Fund H Barbara Hassan Joanna & Daniel Rose Matthew Berner Maggie Hawes & Jeffrey Carter Annie & Alex Sacerdote James Berylson F Mary & Tom Heiser F Janis H. Sanders Jennifer Berylson F Blair & Jackie Hendrix Luis Santiago Elizabeth Berylson Peter & Tammy Hermann Eduardo Saverin Emanuelle & Peter Block Adam Hirsch/Hirsch Construction Corp Jennifer Schmelter & Juan Rivera John & Kathryn Boger Ross Hudson Margaret Schoelwer Scott Bookman Douglas Humphrey Jessica & Raj Seth Liese Brown F Hope & David Jeffrey Fund H Robert F. Shapiro, Jr. H Kathryn & Chuck Brown Kathleen & Gary Johnson l Matthew Slovik l Donavan Brown ‘95 Heidi Johnson & Jeff Pacquette Dana & Robert Smith Mr. & Mrs. Warren H. Burroughs, Jr. l Ann & Ed Kania Johanna Smith l Susan Busch Brooke & Charles Kavoogian Mason Smith & Gordon Green H Katie & Paul Buttenwieser F Katherine Keiley F Barbara G. Starnes l Tushara Canekeratne George Kimball Robert A. M. Stern H Karen Carpi & Peter Bohlin Charlotte & Charlie Kline Katherine Stitzer Eleanor & Trumbull Cary Debra Knez F Nancy & Keith Stuart Rebecca Chernick Diana & Todd Knightly Caitlin Tierney Nat Chamberlin Stephen Kraus Zach Toth Dr. John & Bette Cohen Elizabeth Krupp & Michael Fish Eve & Thomas Trkla C. Walker Collier III Jacqueline & Robert Lapides Sarah Tudryn Melinda & Harris Collins F Mr. & Mrs. David S. Lee H Nancy & W. Anthony Ullman H Terry Connell Rich Lemanski Allyson Valentine & Mike Tarson Timothy Connell Anna & Stanley Leonard Wink & Andrew Van Ogtrop Kate & Read Coughlin l Sharon & Ben Levitan Stacey & Charles Veysey Hope & Louis Crosier H Mr. & Mrs. Jon R. Lind H William Webber & Joan Howland F 13 Jane Crowley Lauren & James Lipscomb Jennifer Wells & Heath Kramer Gary & Sharon Curhan H Erica Lockberg Alison & Greg White Barbara & Matthew Dancewicz Fran & Steve Lockwood Jessamine Wigfall Rose DiSanto & Stephen Starnes H Wendy & Lane MacDonald Peter & Kendra Wilde l Susan & Robert Donaldson Lisa & Craig MacDonnell Sara Wragge F Nancy & Peter Drake l Kristen Madden & Greg Lauze Jay Zagorsky F Beth Duggan Francis & Donna Maher Betsy & Rick Edie H Pam & Stuart Mathews UP TO $249 Dawn & Mark Egan Ashley Mattison FRIENDS Barbara & John Emery Peter & Porter May Luise M. Erdmann F Annsley & Robert McAleer Anonymous Margot Paul Ernst l Chris McCullough Aaron Abramson Amy & JP Fine Robert McGehee PK Agarwala David Fish Sarah Menard Jennifer Akins Stephanie & Colin Flynn l Menichetti Family H Brooks Ames Laurence E. Garcia F Jennifer & Noah Miklas Karen Anderson Brad Gerstner Dianne P. Miller Jake Anderson Kelly & Michael Glew H Dr. & Mrs. Anthony P. Monaco H Bevin & Mark Andrews Mercée & Eric Glew Rachel & William Motley Beatrice & Samuel Anikstein Henry Gourdeau Jane & Linton Moulding Kimberly Apfelbaum Donald & Martha Greenhalgh F Carreau Mueller Brad Archibald Sarah & Joshua Greenhill Joseph Noonan Paul Archibald Michael A. Halperson H Naveed Nour Shannon Arehart Allison Hamilton & Rees Hawkins l Amy & Tom Olivier Arthur Atinizian Margie, Tucker, Becky & Tamara Olsen Marie & Alex Attia David Hamlin l Casey & Steve Owen Karim Ayad Leslie & Michael Hammer H Alison & Alexander Packard Jamie Bannister Chinita & Michael Hard Molly Barefoot Susan & Geoff Harris Brad Barkin Greg Hartel Erin Barry Tobey & Mark Fidler H l Suzanne Battit Jeff & Katie Fishbone l Bonnie Becker F. Scott Fitzgerald Shirley Bellin Lauren Corkery Jennifer Flood Lee & Alan Belniak Christopher Cotter Sarah & Charlie Forbes Joseph Benevento Jessica Courtney Ron S. Fortgang & Ellen Conant F Brent Berc James Cowan Nickie Fotopoulos Brian A. Berube & Susan C. Wolff F Harry Coxall Andrea Fox Brittney Binet Stephen Cravens The Family of Robert Freeman H Alice Birnbaum Andrea Crompton Jared S. Fry Jeb Blatt Meghan Cronin Dara Fuller Kristen Blundo Michael Crowley Peter Galea l Kimberly Bohlin Marie Cuddy Adam Gander Lacey Boothe William Cullinan Caitlin Gardner Danielle Boudreau & Patrick Moriarty Sue Cummings-MacMaster Daniel Garrison Jen & Troy Bowers Bill Cunningham J. Robert Geiman F William M. Boyd II Sarah Curran Cassie Gerrity Jeff Brady Renée Curtin Alan Ghelberg Cameron W. Brandt Amelia Cushing Pam Gibson Lindsay Breed Jeremiah Daly II Matthew Godoff Kerri Brennan John Daukas Kate Golden Tim Brennan Angela Davilas Zachary Goldstein Liam Brine Jeff Davis Carolina Gomes-Casseres Glenn Britland Caitlin Day-Lewis Curtis Gooch Rachel Brodin Allison Deiboldt Emily Gopstein Eliza Brown Elias Demakes Paige Gordon l Gary Bruno Christopher DeMello Lynda & Fredrick Gordon Kristen Buppert Kirsten Demoga Chris Gorgone Kathryn Burke & Philip Hogan, Jr. 14 Hilary & Baily Dent Janet Gorgone Hallie Burkhart Beth Depietri Melissa Gorham Allison Burroughs Carla DeSantis Robert Gould Jennifer Busby Ted & Coleen Dinneen H Holly Grace & Kris Kahn Mr. & Mrs. Lawrence Byrnes H Margaret Dipalma Sean Graham Joseph Callahan Courtney Doran Paul Grana Sila & Derya Cansever Jake Dore Laura & Brendan Grattan Cara Capello Eliza Drachman-Jones Gilbert C. Greenway Laura Caporicci Abigail Drachman-Jones Irene Greif & Albert Meyer l Kaitlin Carey Jeffrey Driscoll Stephen Griffin Paul Carlson Robert Drummond A.J. & Jason Griswold Cara Casey Bella Dubinsky Diane Guite Bruce Chafee Lindsey Duncan Nathan Hall l Hillary & Jason Chapman Scott Dunn Matt Hamilton Shang Chen Sara Dupuis Jessica Harmon Michael Jay Chernick Lindsey Dwyer Cynthia A. Harmon Shirley Chernick Quentin Eagan Cole Harris Daisy Chiu Joanne & Kevin Ecclesine Elisabeth & David Harris Dina Cimini Jeremy Eiremann Rachel Harrison & Trevor Fitzgerald Ben Clark Angelique Eliopoulos Baron Hartley l William M. Clark Sharon & Stephen Engler F Emily & Tom Haslett F Matt Cohen Alicia & Shaun Erickson Dr. & Mrs. George Hatsopoulos H Mr. & Mrs. James Cohen Ingrid Esser Nicole Hayes Andrew Cohn & Marcia Leavitt Vin Farina Nancy & Robert Hayes H Jeana & Adam Colangelo Kaitlyn Farley Danielle & André Heard H Robert Colby Armaghan Farooq Nils Hegstad Alison & James Connolly John Faubert & Elizabeth Pratt Joanna & Thomas Heim Melanie Connolly Jay Faust Ayres Heller The Cooke Family Laurel & Ken Ferretti Charlie Henderson Chandler Cooper Matt Henshon Holly Heslop & Charlie Christopher Katherine Mueller Mr. & Mrs. Prentiss C. Higgins l Peter A. Mullin David Hindle John Murgo Chris Hinman Heidi & Chris Legg Karen Murphy Mr. & Mrs. Jared Hirsch Jill & Andrew Leisman Natalie Nathanson Lindsey Hoehn Jennifer Leisman Christopher Naumes l Christina Holmes Nick Lenicheck C.J. Navins F Sara Holt Tegan Leonard ‘91 Nishant Nayyar Lorraine Horn & Jeffrey Hoffman Mr. & Mrs. Joseph Leto Jr. Mariya Nehamkin Coleen Howard Carl Levine Elizabeth & Marshall Neilson F Benjamin Hron Rob Levy John & Marianne Nelson H l Amy Hudson Geoff Lewis Diana Nevins Kathleen Hughes & Nicholas Fasano Jennifer Lewis Kitwa Ng Catherine Hulme-Freudenberger & Laura Lewis Cynthia Nguy ‘97 Vincent Freudenberger Stuart Lewtan Max Nibert Kristin Hurley Debra LoCastro Jennifer Nichols Brendan Hynes Estelle Loewenstein Katie & Craig Nicholson Jennifer Inker Lionel Lynch Arndt Nicklisch H Susan & Michael Iodice William T. Lynch & Ingrid G. Larson Alicia Novack & Arash Mostaghimi Katie Irving David Maceroni Kristin Nugent Daniel Jacobs Ben Mackay Nathan Nunley J.P. Jacquet ‘95 Elizabeth MacKenzie Ben Nye & Jenny Pyle Steve James Laura & Todd MacLean Mary E. & Peter J. O’Beirne Ann Jenkins & Bart Bussink Morgan Madera Doug O’Brien Andrew Jewett Patrick Malloy Donna & Robert O’Leary l Laura Cohen & Rick Johanson Shari Malyn & Jonathan Abbott Maggie O’Mara David & Mary Johanson H Laura Mangurian Michael O’Neil Anna-Maria Johnson Zineb Marchoudi Thomas L. P. O’Donnell/ Jeff Marr F Erin Johnson Ropes & Gray LLP 15 H Derek Jones Kim Marshall Maureen & Douglas Olsen Francie & Jon Karlan Alex Marson Todd Ostrow Julia Karol Alison Martin Katherine Otway Serge Cassardjian David Martinson Maggie Owens Sarah Kaster Frederick Martyn Elizabeth Owens Margot Kearney Shanna Masdea James Pallotta Una & Ryan Kelley Krista McCabe Pamela Panagian Curtis Kemeny Kate McCambridge Samantha Payette Jonathan & Elena Kfoury Brittan McCarthy Elizabeth J. Peavy Amanjot Khira Molly McCarthy Neysa Pelletier Patrick Khoury Jessica & Jamie McDonald James Petela F Tom Kier Tricia & Geoffrey McGean Ron Peters Jason King Erin McGrath Zhanna Petrovna Osotova Tania & Gordon Kluzak F Molly McGuinness Mark Petterson Martin Knolle Alfred McGuire Elizabeth Phelan M. Scott Knox Katherine McManmon Kristin Phelan Rielle Kolsky Patricia McSheffrey & Jeffrey Lehman Karen Pick H Elaine Kroll Nick Melvoin Morgan Pierson Sarah & Will Krump Allen Meyer Nicholas Pike Nandini Kuragayala Janet & Larry Milder Lauren Pizzotti Peter Lacaillade Ronald Mis Melanie Platten Mark Lamson Brandon Molina Pamela & Paul Platten Steve Laverty Asjah Monroe ‘94 Thomas Poaps John Lawler Terri & Thomas Moore JonPaul Potts Meredith Lawless Blakesley Morin Leo Power l Betsy Lawrence Brian Morris Abhijit Prabhu Danielle Le ‘97 Barbara Moses Anne & Stuart Randle Linda Leary Steven Moss Schuyler Reece See Yee Lee Chris Resch Jay Rich Special thanks to Rebecca Chernick, Amy & Brian Rivotto H whose Bat Mitzvah guests made Caleb Rogers Anna Sullivan donations to Steppingstone in her Carol Rojall Andrew Sullivan honor, raising $3,404 for The Adriana Rojas G. l Kristen Sullivan Steppingstone Academy. Margaret Royston The Sullivan Family Steppingstone would like to Francesca Russo Veronika & John Tatum l thank the following corpora- Andrew Ryan Phuc Thai ‘91 F tions for their matching gifts: Allison Ryan Kate Thomas Nitin Saigal Kevin Tidmarsh Bank of America Alex Saltzman Richard Tizard Grantham, Mayo, Van Otterloo Ruth & Abraham Saltzman Peter Tonelli & Co. LLC Tracy Samuelson F Mark A. Tracy The Plymouth Rock Foundation Carlos Sanchez l Kevin Tran ‘94 Wellington Management Company, LLP Janis Sanders Everett Truitt Wells Fargo Foundation Michael Saunders Carmel & John Tuffy Tedd Saunders Erin Turban Gifts were made to Maria Schiff & Michael Cooperman F Michael Villa Steppingstone in honor of the Susan & William Schoelwer Valerie & Phillip Vitali l following individuals: Ari Schottenstein Merle & Norman Vonwettberg Daniel Seaman Kathleen & Keith Wallace Brian Conway Linda Seamonson Peter Wallach Michael Danziger Peter Drake Madeline & Charles Searle Kate Walsh Kelly Glew Rachel Segall & James Hurley Matthew Walsh Casey Owen William Serbel Joe Walsh Michael Pehl Jessica Shattuck & Preble Jaques Timothy Wang & Gregg Dr. & Mrs. David Schroeder David Sheffer l McCarty Wang Kerry Sullivan Marissa Sidman David K. Wanger & 16 Claudia Silva Gwendolyn F. Kane-Wanger A gift was made to Steppingstone in Phillie Silverman Fred Warburg memory of E. Barbara Simmons. Richard Silverman F Lisa Washburn Brad Simmons Alan Watson Caroline Simonds l Miriam Wertlieb Rebecca Simonds Betsy Wheeler Krishna Simonetti Dana & Greg White Maria Sinanis Allison Widman Alyson G. Singer Matt Wilder Kelly Skinner Jay Willadsen Jaclyn & David Slattery Julia Williamson Jennifer & Tom Sleeper Alison Wilson Marcy Smirnoff l Tara Wilstein l Elizabeth & Rod Smith Mr. & Mrs. Brian Wing Ben Smith Stephen Woelfel Dan Smith Nancy & Steven Wold Carson Smok Aisha Woodman ‘92 Katherine Snedeker Cindy Yanofsky Julie Son Sam Yazdanseta David Sontheimer Abby Yeager Bryan Spence Deb Zaffiro Ryan Spicer Jessica Zahka Caroline & Alex Stangle Ryan Zebro Amy Steigerwald Alice & Abe Zimelman Jared Stein Karen Zweig Joan & Rob Stein Helen Steinberg & Marsha Toyen Margaret Stewart & Ted Merritt Paul Strigler

Corporate Gifts Summer Opportunities Fund Steppingstone would like to thank the following There are many summer corporations for their generous programs that provide students support: Berylson Fund for with experience or academic Leadership skills that will help them stand Development out from the college applicant $10,000+ pool. Most of these programs, Di Santo Design Recognizing that attracting however, are expensive, and Fidelity Prime Services and retaining staff is a key few offer financial aid. In 2006, issue for not-for-profits, Amy The Steppingstone Foundation $2,500 to $9,999 Smith Berylson and John created the Summer Opportuni- Richards, Barry, Joyce & Partners, LLC Berylson have established The ties Fund to provide Scholars in The Charles Hotel Berylson Fund for Leadership high school with the financial Weil, Gotshal & Manges LLP Development to provide assistance they need to Wells Fargo Foothill Steppingstone’s leadership staff participate in summer programs with the opportunity to engage Up to $2,499 that will strengthen their in high-level professional candidacy as applicants to four- Aspen Tech, Inc. development opportunities in Belmont Day School year colleges. In 2008, Scholars order to best serve the needs of took part in the following Bikram Yoga a growing organization. Brimmer and May School programs: Chef Simplicity In 2008, Yully Cha, Vice President of Nathaly Figueroa ‘03 enrolled in the Excelsior Restaurant Programs, worked toward her Masters Harvard Secondary Summer School, Flavia Beverage Systems in Business Administration at Babson the summer before her senior year The Four Seasons Hotel College, through their 24-month Fast at Beaver Country Day School. The Grill 23 & Bar Track MBA program. summer school provides college-level Intimacy Management Co., LLC courses and a series of social, artistic, 17 Irving House at Harvard We are grateful for the Berylsons’ and athletic opportunities that prepare Chris Ripley/Lifetyme Exteriors thoughtful and generous in students for the college experience. Lindt & Sprüngli Steppingstone’s future. Nathaly now attends Fordham Looc Boutique University. Parents’ Network Port Lighting Systems Vanessa Lecky ’06 traveled to China The Prop Factory as part of the Pathways to China Scheier & Katin, P.C program the summer before her junior Seidler Bernstein year at Beaver Country Day School. Taylor, Duane, Barton & Gilman LLP Tayrona Mabel Lee ’05 participated in the Tie Your Apron White Mountain program, which Tiffany & Co. combines advanced academic Vinodivino instruction with experiential learning and college visits, the summer before her sophomore year at Boston Latin School.

Sandy Liang ’05 was a student ambassador for People to People, and in her role, spent three weeks abroad the summer before her sophomore year at Boston Latin School.

Joy Xiang ’04 participated in the Smith Summer Science & Engineering Program, a four-week program for young women interested in science, engineering, and medicine, the summer before her junior year at Newton South High School.

The fund was established with a leadership gift from Amy and John FinancialWeinberg. Statements for December 31, 2008

Combined Statements of Financial Position The Steppingstone Foundation, Boston, and Steppingstone Scholars, Inc., Philadelphia

Assets Boston Philadelphia Total Current Assets Cash and cash equivalents 90,548 $182,655 $273,203 Contributions receivable 585,824 194,221 780,045 Other receivables 12,000 - 12,000 Prepaid expenses and deposit 138,007 6,063 144,070 Invesments 4,749,578 - 4,749,578 Beneficial in perpetual trust - 43,447 43,447 Property and equipment, at cost less accumulated depreciation 161,513 17,374 178,887 Total Assets $5,737,470 $443,760 $6,181,230 Liabilities & Assets

Current Liabilities Accounts payable and accrued expenses $383,163 $14,288 $397,451 Deferred revenue 27,725 5,000 32,725 Total Liabilities 410,888 19,288 430,176 Net Assets Unrestricted Operations 2,766,476 197,181 2,963,657 Board Designated 1,000,000 - 1,000,000 Total Unrestricted Net Assets 3,766,476 197,181 3,963,657 Temporarily restricted 1,560,106 183,844 1,743,950 Permanently restricted - 43,447 43,447 Total Net Assets 5,326,582 424,472 5,751,054 Total Liabilities and Net Assets $5,737,470 $443,760 $6,181,230 18 Combined Schedule of Activities

Revenue, Gains and Other Support Fundraising Events $767,061 $253,996 $1,021,057 Less cost of direct benefit to donors (145,845) (147,094) (292,939) Net Fundraising Event Revenue 621,216 106,902 728,118 Contributions and grants 2,640,433 770,349 3,410,782 Growth campaign contributions 9,980 - 9,980 Interest 68,983 5,348 74,331 Other income 8,061 - 8,061 Realized & unrealized gains on (226,643) - (226,643) Loss on beneficial interest in perpetual trust - (17,307) (17,307) Satisfaction of restrictions - - - Total Revenue, Gains & Other Support 3,122,030 865,292 3,987,322

Expenses and Losses Program Services The Steppingstone Academy - Boston 2,577,103 - 2,577,103 Scholars Program - Philadelphia - 548,852 548,852 Total Program Services 2,577,103 548,852 3,125,955 Supporting Services General and administrative 548,549 150,190 698,739 Development 541,149 129,609 670,758 National Partnership for Educational Access 191,852 - 191,852 Replication 298,622 - 298,622 Total Supporting Services 1,580,172 279,799 1,859,971 Total Expenses 4,157,275 828,651 4,985,926

Change in net assets (1,028,352) 29,748 (998,604)

Net Assets at Beginning of Year 6,354,934 394,724 6,749,658 Net Assets at End of Year $5,326,582 $424,472 $5,751,054 ...because this organization consistently exceeds my expectations in developing and nurturing the academic and leadership talent of its students.

19

Prior to joining Steppingstone’s Board of Directors in 1995, Brent Shay was a Mentor through the SMASH (Saturday Mentoring and Study Hall) program. About Steppingstone

Founded in 1990, The Steppingstone Foundation is a non- organization that develops and implements programs which prepare urban schoolchildren for educational opportunities that lead to college. Based on the premise that, regardless of circumstance, children can achieve at high levels academically if given the proper preparation and support, Steppingstone programs emphasize rigorous standards and achieve meaningful results.

Steppingstone programs include:

The Steppingstone Academy Boston Steppingstone Scholars, Inc. Philadelphia The Steppingstone Academy Hartford National Partnership for Educational Access

For more information about Steppingstone, you can reach us at:

155 Federal Street Suite 800 Boston, MA 02110 617-423-6300 (phone) 617-423-6303 (fax) www.tsf.org

20 The Steppingstone Foundation does not discriminate on the basis of race, color, marital status, religion, age, gender, sexual orientation, national origin, or handicap, as defined by law, in any of its admissions, programs, or practices.

This report is accurate to the best of our knowledge, and we sincerely apologize for any over- sight or error.

The Steppingstone Foundation is grateful to the following individuals and firms who donated or discounted their services to make the design and printing of this annual report possible:

John Curtis Photography, John Curtis Karen Snyder Photography, Karen Snyder Di Santo Design, Rose Di Santo Barton Productions, Judith Barton Smith Hanson Printing Company, Paul Cicone

©The Steppingstone Foundation 2009 The Steppingstone Foundation 21

This brochure has been printed on recycled paper.

(Back Cover) Ken Swan, President and COO of Lee Munder Capital Group, hired Steppingstone Alumnus Kousha Bautista-Saeyan as an intern the summer before his senior year at Harvard. Kousha completed Steppingstone’s academic compo- nent in 1998 and attended Beaver Country Day School. After graduating from college, Kousha joined the Lee Munder staff. 22 ... because it gives Scholars the opportunity for education, and the support structure to make sure they can take advantage of it. ... because it has given me the tools to succeed and I want to make sure it continues to change lives.