The Steppingstone Foundation

2010 Annual Report Contents

5 . Letter from the Founder Michael P. Danziger

6 . Letter from the Chairman Brian J. Conway

6 . Board of Directors

7 . Placement Schools

8 . About our Programs

10 . Colleges & Graduate Schools

11 . 2010 Gift Report

15 . Corporate Gifts

15 . Berylson Fund for Leadership Development

15 . Summer Opportunities Fund

16 . Financial Statements

Twenty Years b

1990 1991 Schoolteacher 11 Scholars Michael Danziger complete and entrepreneur Steppingstone’s John Simon admit academic 14 Scholars to component and the pilot class of are admitted to The Steppingstone seven placement Scholars Program. schools. A n to i n e T row e r s ’91 The Steppingstone Academy

Antoine Trowers is one of the 14 Scholars in Steppingstone’s pilot class. He graduated from and 1 earned a B.S. from Bryant University and an M.S. 1992 1993 1994 199D 1996 in management/marketing Six new placement L. G. Balfour from University of The Steppingstone schools added to Foundation makes Maryland, University Fellowship is make a total of five-year grant College. Antoine currently created to enable 13 schools where of $400,000. works as a Direct Support recent college Scholars are placed. 40 Scholars professional at Sasha Bruce graduates to gain Steppingstone’s admitted to Youth Works in experience in headquarters move The Scholars Program. Washington, D. C., an teaching, from Danzigers’ organization which helps admissions, and apartment to State meet the urgent needs advising. Street office space. of at-risk youth and their families. He is married and the proud dad of a two-year-old son...... C h e ry n B y ro n Steppingstone Mentor

Cheryn Byron works at Phillips Healthcare as a Senior Field Marketing Manager. For the past year, she has mentored 1997 1998 1999 Rojae Rowe.2000 Cheryn 2001 The Magnet The Steppingstone chose to volunteer at Magnet and Program is created Scholars Program The Steppingstone Scholars Programs to prepare in Philadelphia is Academy’s SMASH merged to form students for launched and (Saturday Mentoring The Steppingstone placement at the a pilot class and Study Hall) because Academy; 98 three exam schools. of 28 admitted. of the value placed on Scholars admitted. 18 Scholars are quality education. Scholars in Boston admitted to pilot She remarks, “Scholars pilot class graduate class. are so appreciative of the from college. mentors’ time and are eager to learn.” ...... R o j a e R ow e ’09 The Steppingstone Academy

Rojae Rowe is an eighth grader at Boston Latin Academy and an honor roll student. Rojae meets with Cheryn on Saturday mornings 2002 2003 2004 200D 2006 during the school year, Saturday mentoring Steppingstone Steppingstone and says he truly The Steppingstone Academy admits program expands receives launches Campaign enjoys spending time with 152 Scholars. to include study $1 million grant for Growth to raise her at SMASH, fine- The pilot class hall and is renamed from the Richard $15 million to tuning his math skills. He in Philadelphia SMASH (Saturday and Susan Smith support program wants to be an engineer graduates from Mentoring and Family Foundation, expansion. and attend MIT. Study Hall). making it the high school. first gift received of ...... The Steppingstone that magnitude. Academy Hartford is launched in partnership with the Hartford Youth Scholars Foundation. M i r ay Y i l d i z College Success Academy, Class 1

Miray Yildiz is a member of the inaugural class of the College Success Academy. She attends fifth grade 2007 2008 at the Edison2009 K8 School 2010 2011 in Brighton. National McLane Fund is Steppingstone’s The College Miray’s parents Partnership for established with first class in Success Academy emigrated from Turkey Educational Access a $1 million gift Philadelphia (CSA) is launched because of the educational (NPEA) is created. from TA Associates’ graduates from in two Boston opportunities available Jamilah Ryan ’95D Managing Directors college. public K8 schools, to their daughter, and to is the first Scholar to honor partner The Steppingstone the Edison and the women in general, in the Alumna to teach Andy McLane and Academy in Boston Jackson/Mann. United States. Miray at Steppingstone. support placement serves 1,000 loves reading, making at boarding schools. Scholars in grades new friends at CSA, and Campaign five through 12. teaching her dad English. for Growth raises She wants to be a doctor. $19 million...... When I look at the accomplishments While the 20-year mark is a good on the timeline on the previous pages, time to reflect and give thanks for all I am humbled by all of the work that that has happened so far, we are as the Scholars, their families, and the staff passionate as ever to find new ways to help have done, grateful for every bit of advice those students who have the will to earn and support I’ve gotten along the way, educational opportunities that lead to a and inspired to make the next 20 years four-year college degree. We are particu- even better. larly excited to be in a position to offer In 1990, the faculty consisted of Steppingstone’s academic and support John Simon and myself, and there were services to more underserved students in 14 Scholars in the pilot class. Now, the Boston Public Schools. The Steppingstone Academy serves more At every milestone, know that I am than 1,400 Scholars in Boston, we have acutely aware and grateful that none of affiliates serving several hundred Scholars what we have accomplished would be in Philadelphia and Hartford, and we’ve possible without your support. I can’t wait launched the National Partnership for for us to start filling in the next timeline. Educational Access, whose member organizations collectively serve more Michael P. Danziger than 100,000 underserved students across Founder and CEO the country. Just last July, we launched The Steppingstone Foundation the College Success Academy, which has the potential to help countless public school students in Boston and beyond. Our growth has outpaced our wildest ambitions, but only because we’ve received more support than we could ever have imagined. Behind each notch on the timeline lie innumerable stories. These tales include the heroic work of Scholars, the heartfelt generosity of donors, and the perseverance and patience of mentors. Every day, for two decades, a myriad of people have quietly but purposefully committed themselves to the vision that with proper preparation and support, and a lot of hard work, any student can go to college and succeed.

Letter...... from the Founder 5 While it is impossible to capture together regionally to collaborate, share Steppingstone’s first 20 years of life on a best practices, and create a college pipeline few pages, the timeline in the preceding within their communities, beginning in pages features some of its most celebrated Boston. accomplishments. By tracing these Perhaps Steppingstone’s most notable highlights, you will note the rise in the recent expansion is the launch of a new number of Boston students Steppingstone initiative, based in the Boston Public has been able to serve, the building of Schools, called the College Success Academy. affiliate programs in Hartford and Last July, Mayor Menino helped kick-off The Steppingstone Foundation Philadelphia, and the launch of the the program, as the inaugural 46 Scholars Board of Directors National Partnership for Educational buckled down to start their collegebound Access (NPEA) which supports programs journey. I give those diligent rising fifth- Amy Smith Berylson dedicated to college access for underserved graders tremendous credit, but I also Chuck Brizius students. The ink is not even dry on the give you a heartfelt thank you. These Robert Clagett last timeline entry reflecting the creation Scholars will spend five summers and Brian Conway, Chairman of the College Success Academy in four academic years after school in classes, Michael P. Danziger Boston last July. fortifying what they learn in their regular Bart Epker None of this progress could have Boston Public School curriculum, while Richard Friedman occurred without your critical support. benefiting from the Steppingstone culture Andrew Hahn Your steadfast belief in Steppingstone’s of hard work, high expectations, and high William Helman mission has enabled the Board to chart achievement. Once these Scholars are in Allison Johnson Steppingstone’s course for the future. their Boston public high schools, they will Isabelle Loring Steppingstone Scholars have had great receive the same quality college counseling Dr. Richard I. Melvoin success graduating from four-year colleges, and financial aid assistance, college tours, A. Peter Monaco, Jr. and as larger classes come through the and socio-emotional support that the Karl W. Reid, Ed.D. program, we want to ensure that future Scholars from The Steppingstone Acad- Brent E. Shay Scholars have the same opportunity. emy receive. We quite literally couldn’t John G. Simon As a result of last year’s strategic plan, provide them with this path to college John S. Weinberg Steppingstone has restructured The without you. Christina Wing-O’Donnell Steppingstone Academy’s support services On behalf of the 1,400 Steppingstone component to include college services, Scholars headed back to school, ranging ensuring that Scholars transition success- from a fifth-grade classroom in Brighton fully to college and earn a degree. Services to a college senior seminar in Cambridge, include summer bridge workshops, thank you for your generous support. on-going financial aid advising, and College Coaches, a program matching Brian J. Conway Scholars in their first year of college with Chairman older Scholars attending their school. We The Steppingstone Foundation are also bringing NPEA member programs

Letter...... from the Chairman 6 Steppingstone Placement Schools

Boston Philadelphia

Beaver Country Day School Abington Friends School Belmont Day School Academy of Notre Dame de Namur The Agnes Irwin School Boston College High School The Baldwin School Boston Latin Academy Chestnut Hill Academy Boston Latin School Church Farm School The Episcopal Academy Boston University Academy Friends’ Central School Friends Select School Buckingham Browne & Nichols Germantown Academy Cambridge School of Weston Germantown Friends School Gesu School Girard College Greene Street Friends School Dedham Country Day School The Haverford School The Julia R. Masterman School Philadelphia High School for Girls Dexter School The Philadelphia School St. Peter’s School The The Shipley School The Governor’s Academy Springside School Westtown School The Meadowbrook School of Weston William Penn Charter School Newton Country Day School Noble and Greenough School Hartford John D. O’Bryant School The Park School Buxton School The Chatham Hall The The St. Mark’s School The St. Paul’s School The Madeira School St. Sebastian’s School Marianapolis Preparatory School 7 Southfield School The Master’s School Thayer Academy Miss Porter’s School The Northwest Catholic High School Xaverian Brothers High School Peddie School Stuart Hall School The Westminster School The Williston Northampton School Since 1990, The Steppingstone Foundation The Steppingstone Academy in Created in 2007, the National has successfully prepared hundreds of Boston prepares fifth-, sixth-, and seventh- Partnership for Educational Access underserved schoolchildren for educational grade students to get into and succeed (NPEA) is a membership association opportunities that lead to college at Boston’s top independent and public for programs committed to increasing success. Year after year, the Scholars’ exam schools in the sixth, seventh, and educational opportunities for motivated accomplishments show that with the right ninth grades, respectively. In 2010, The underserved students across the United combination of high expectations and Steppingstone Academy served more than States. NPEA currently has more than meaningful support, children who are 1,000 Scholars in grades five through 12 180 members, representing 29 states and willing to work hard can reach their and 300 Alumni Scholars in college. Of collectively serving more than 100,000 potential and make their college aspirations the Scholars who complete the academic students across the country. NPEA is a reality, regardless of circumstance. component, 90% gain admission to an dedicated to promoting quality, success, Steppingstone programs in Boston, independent or public exam school, 99% and growth among member organizations, Philadelphia, and Hartford set under- graduate from high school, and 91% partner schools, and communities com- served students on the path to college by enroll at four-year colleges. 80% of the mitted to educational access. Members preparing them to get into and succeed Scholars who enrolled at four-year colleges include school and non-school based at top college-preparatory schools in earned a degree within six years. programs, charter schools, independent middle and high school. Once admitted, Since its inception in 1997, The schools, higher education institutions, Scholars participate in an intensive course Steppingstone Scholars Program in and other nonprofit programs. of academic preparation that begins with Philadelphia has prepared more than In the fall of 2010, Steppingstone a six-week summer session, continues 350 underserved fifth-grade students for began recruiting the first Scholars to during the school year with classes after admission to selective independent schools participate in its newest initiative, the school and on Saturdays, and concludes in the sixth grade. In 2010, the program College Success Academy, based in the with a second summer session. Scholars achieved a significant milestone when the Edison and Jackson/Mann K8 Schools preparing for ninth-grade placement have first Scholars from the pilot class gradu- in Brighton. Modeled after the academic a longer academic program. The rigorous ated from college. preparation and support services curriculum prepares Scholars for the Since 2005, The Steppingstone components of The Steppingstone challenges of getting into and excelling at Academy Hartford has prepared highly Academy, the College Success Academy top independent and public exam schools. motivated Hartford students for admission provides middle-grade students in Boston Steppingstone also works closely with to Connecticut’s top independent public schools with a rigorous after-school Scholars and their families on all aspects of schools in the ninth grade. In 2010, and summer academic program spanning the independent and public exam school The Steppingstone Academy Hartford five years, followed by support services admissions process, from choosing the provided academic preparation to 47 through high school and college. The right school, to applying for financial rising seventh-, eighth-, and ninth-grade pilot class of 46 Scholars began its first aid. But Steppingstone doesn’t end there. students, serving more than 100 Scholars summer session in July 2011. Steppingstone makes a long-term in grades seven through 10. In addition, commitment to Scholars, providing a 100% of the Scholars who completed the comprehensive slate of support services academic preparation component are on during middle school, high school, and track to graduate from high school. college to ensure that they thrive in their new schools, ultimately graduating from high school and four-year colleges.

About...... our Programs 8 About our Programs 9

Clockwise from top left: NPEA hosts a college tour; and summer classes at The Steppingstone Academy and the College Success Academy Next Steps

Colleges Northeastern University (11) Boston University School of Management Pennsylvania State University Mailman School of Public Health, Steppingstone Scholars have Pine Manor College (4) Columbia University graduated from the following Providence College Weill Cornell Medical College, colleges and universities: Regis College Cornell University Rensselaer Polytechnic Institute Rollins School of Public Health Amherst College (2) Rhode Island School of Design of Emory University Babson College (4) Salem State College (2) Fordham University Graduate School Barnard College (2) Savannah College of Art & Design of Education Bates College Simmons College (2) The French Culinary Institute Becker College Southern Connecticut State University The George Washington University School Boston College (11) Spelman College (6) of Public Health & Health Services Boston University (12) Springfield College Mercy College Bowdoin College (4) St. Francis College Northeastern University Brandeis University Stanford University Kellogg School of Management, Brown University (6) Stonehill College Northwestern University Bryant University Syracuse University (4) Sacred Heart University Isabelle Farrington Carnegie Mellon University Temple University (5) School of Education Cheyney College Trinity College, CT (2) Simmons College The Citadel Military College Trinity College, D.C. School of Arts, Sciences & Professional Clark University (2) Tufts University (6) Studies Springfield College Clarkson University Union College Suffolk University Law School (2) Colby College University of California, Berkeley Syracuse University Graduate School College of the Holy Cross (3) University of California, Davis of African American Studies Columbia College, Chicago University of Connecticut Syracuse University College Columbia College, SC University of of Arts & Sciences Columbia University (6) Amherst (13) Fletcher School of Law & Diplomacy Connecticut College (2) Boston (8) Tufts University Curry College Lowell University of Baltimore Yale Gordon Dartmouth College (4) University of New Hampshire College of Liberal Arts Duke University University of North Carolina, Chapel Hill University of California, Berkeley School Fisk University University of Pennsylvania (4) of Public Health Fitchburg State College University of Rhode Island (2) School of Social Welfare, University of Florida A&M University University of Richmond California, Berkeley Fordham University (4) University of Rochester University of Chicago School Framingham State University University of Southern California (2) of Social Service Administration George Washington University (4) University of Vermont & State Agriculture University of Chicago School of Sociology Georgetown University (2) University of Virginia University of Maryland, University College Georgia Institute of Technology Wagner College University of Massachusetts, Amherst Gordon College Wellesley College (2) Department of Mathematics & Statistics Hamilton College (3) Wentworth Institute of Technology University of Massachusetts, Boston, 10 Hampshire College Wesleyan University (2) College of Education & Human Hampton University (4) Williams College (3) Development (9) Yale College (6) University of Massachusetts, Boston, Howard University College of Liberal Arts Johns Hopkins University Graduate Schools University of Massachusetts Medical School Johnson & Wales University (2) University of Pennsylvania Graduate School Steppingstone Scholars have graduated Lasell College (2) of Education from the following graduate schools: Maine Maritime Academy University of Virginia Department Manhattan College American Intercontinental University of English Massachusetts College of Art School of Business University of Wisconsin-Madison School & Design (2) Boston College Graduate School of Education Massachusetts College of Pharmacy of Arts and Sciences and Health Science Boston University School Massachusetts Institute of Technology of Communications Middlebury College Boston University Law School New York University Boston University College of Fine Arts H Denotes donors who have made gifts P. Andrews & Linda H. McLane F for at least 20 consecutive years. Sarah & Peter Monaco F Kristin & Stephen Mugford D F Denotes donors who have made gifts Marion & David Mussafer D for at least 10 consecutive years. James & Kimberly Pallotta D Denotes donors who have made gifts Randa & Michael Pehl D for at least 5 consecutive years. The Plymouth Rock Foundation F Stephanie & Adam Rogers V Denotes donors who have made gifts Brent Edward Shay F for at least 3 consecutive years. John & Susan Simon H Christine & Robert Small FOUNDERS’ CIRCLE State Street Foundation $50,000+ Jennifer & Seth Stier Carolyn & Ken Swan D

Anonymous F (2 Gifts) Charlotte R. Cramer Wagner & Anonymous D Herbert S. Wagner, III Anonymous (2 Gifts) Amanda & John Waldron V L.G. Balfour Foundation Amy & John Weinberg F Mrs. Leonard Block H Jenny & Sandy Weymouth/ Betsy & Michael Danziger H Hess Foundation D The Ford Foundation Harold Whitworth Pierce Charitable Trust Nancy & Richard Friedman H Connie & Sankey Williams Joanna & Jon Jacobson D Thomas O’Donnell & Christina Wing- J. C. Kellogg Foundation D o’Donnell/The Karen Wing Family Liberty Mutual Foundation, Inc. V Charitable Foundation D Isabelle & Ian Loring D Gwill York & Paul Maeder/Highland Holly McGrath & David Bruce D Capital Partners Medha Sinha & Arthur G. Epker III F The Tudor Foundation, Inc. Scholars’ Society $5,000 to $9,999 President’s CIRCLE $10,000 to $49,999 Pamela & Bear Albright Mr. & Mrs. James A. Block F

Anonymous H Deb & John Brennan/Hunt Street Fund V Anonymous V Bushrod H. Campbell and Adah F. Hall Anonymous (2 Gifts) Charity Fund D Abrams Foundation Mrs. Peter H. O. Claudy F Bain Capital Children’s Charity LTD F Constance B. Coburn & Bank of America Charitable Foundation F James D. Houghton D Anita & Josh Bekenstein The Cosette Charitable Fund D John G. & Amy Smith Berylson F Kerrie & James Coughlin D C. Hunter Boll F Mr. & Mrs. F. Michael Danziger H Boston Red Sox Foundation Margot & Jon Davis Kate & Chuck Brizius F Deanna & Tony DiNovi F John & Stephanie Connaughton D Sadhana & Rick Downs V Brian & Karen Conway F Gretchen Effgen & Anthony Schweizer V David & Victoria Croll F Jennifer Mugar Flaherty & Peter G. Flaherty II V Peggy & Richard Danziger H Kate & Tom Gilbane V Dean Welfare Trust D Kaia & Jonathan Goldstein V Denise M. Dupré & Mark E. Nunnelly F Elizabeth L. Johnson D Karen Kames & Christopher Gaffney F Mary Beth & Adam Kirsch D Martha Mugar 2010...... Gift Report Marsha & Justin Perreault Emilie & Richard Powers 11 Eastern Bank Charitable Foundation Jeanne & Bob Savitt F Sandy & Paul Edgerley V Pixley & Kenneth Schiciano F John & Laura Fisher H Suzie Tapson & Gordon Burnes D Charles Hayden Foundation Mr. & Mrs. Amos B. Hostetter, Jr. D Benefactors Kim Hsu-Barber & Jeffrey Barber V $1,000 to $4,999 Olga & Scott Jaeckel F Allison & Edward Johnson F Anonymous D JPMorgan Chase Foundation Anonymous (2 Gifts) The Esther A. & Joseph Klingenstein The Sidney & Beatrice Albert Foundation Fund Inc. H Nichole & Richard Aldrich/RA Capital Mike Krupka & Anne Kubik Associates D Jeffrey B. & Janet Larson/The Larson Marlena & George Alex Family Foundation D The Alperin/Hirsch Family Foundation V Linde Family Foundation V Joe Amsler Anne R. Lovett & Stephen G. Woodsum F Kristen & James Atwood Laura & Scott Malkin Jill & John Avery Libby & Jeff Mallon/Kahn Charitable Elyse & Bruce Balder V Foundation Beth & Max Bardeen Tristin & Martin Mannion F Meg & Tomas Bergstrand Mass 2020 Foundation, Inc. Timothy C. & Patricia W. Blank D Jonathan Block & Secondary School Admission Test Board, Inc. Dick & Maryellen Denning Jennifer Berylson Block D Ellen & Steve Segal V Rob & Dubs Dickey Amy & Ben Bloomstone D Joseph Senna Amanda & Petko Dimitrov Katie & Donald Bramley Kristine & Ned Shadek Ted & Coleen Dinneen F Bill & Barbara Burgess D The Shane Foundation F Robert Dolliver Rick & Nonnie Burnes/Butler’s Hole Fund F Barbara & Ed Shapiro V Nancy & Peter Drake D Susan Busch Stefani & Leonard Shavel F Beth Duggan V Tyler Chapman Janice L. Sherman & Robert G. Segel D Betsy & Rick Edie F Robert Chen Lori & Matthew Sidman V Jennifer & John Eielson V Christensen-Dunn Early Foundations Fund F Esther Simon Charitable Trust H Barbara & John Emery V John M. Cohen, M.D. D Abby Sosland & Mark Goodman D Lee & Jack Englert F Wendy & Travis Connors Astrid & Marco Sturm Epstein/Carver Family Foundation F Kim & Drew Conway D Donna & Richard Tadler D Anne & George Favaloro V Tom & Line Corcoran Third Sector Laurel & Ken Ferretti V Lisa & Todd Cronan D Antra & Elliott Thrasher Jessica Fidgeon & Boris Pluskowski Louise B. & Edgar M. Cullman Foundation F Hillary & Carlo VonSchroeter Michael Flaherty Rick Curtis/Curtis Liquors Eve Waterfall & Claire Walton Bryan Flynn David M. & Sheena Danziger F Marilee Wheeler F Debra & Steven French Laura DeBonis & Scott Nathan Linda Wisnewski & William Collatos Kelly & Michael Glew F Hilary & Baily Dent V Family Foundation F Deborah Glotzer Bruce Breimer & Lorna Doran F Joanne Witty & Eugene Keilin Leslie & Stan Godoff Michael & Barbara Eisenson F Sara L. Wragge F Holly Grace & Kris Kahn The Fieldstone Foundation Donald & Martha Greenhalgh F David Fish V Patrons Elizabeth Gulliver Mark & Janelle Fisher $250 to $999 Elizabeth & Andrew Hahn H Joan FitzGerald Chinita & Michael Hard V Rebecca & Michael Gamzon F Anonymous (2 Gifts) Cynthia A. Harmon V Sandy & Dozier Gardner D Jennifer Akins V Catherine & Lionel Harris Lynn & James Gilbert D Martina Albright & Jon Bernstein V Danielle & André Heard F Beth Gilbert-Bono & Mark Bono Dave Alexander Katie Hendricks Tricia & John Glass Mark & Kathy Alperin Tamara & Peter Hermann Allison & Matthew Godoff V Eric Andrew ‘94 Susan & Robert Hermanos Nancy & Edward Guleserian Jessica & David Aronoff Joan G. Howland & William J. Webber D The Guthrie Family Foundation Mr. & Mrs. George F. Baldino Lisa & Ben Humphreys Ashley & Jamie Harmon Robert P. Ball F Jessica & Jonathan Hyde V Julie & Kevin Hayes Carol & Brett Batchelder Sufia & Yasin Jamal Blair & Jacqueline Hendrix D Anna & Jim Beakey Jaques & Company Sandra & William Herman D Elizabeth & Coleman Benedict Community Foundation of Southeastern Pam & William Holding Lawrence B. Benenson Massachusetts - Hope and David Jeffrey Beth & Jim Holzman Adam Benson Fund F Skip Hughes & Barry Tubman Fred & Tricia Bentley F Kathryn Jigarjian Virginia Hutcheson Sheri E. Berman & Gideon Rose/ Julia & Peter Johannsen Charitable Fund Fleur & Richard Hynes tHe Baobab Fund H Megan & Ted Johnson Jill & Robert Inches F James E. Boasberg Char Joslin & Les Cheek Emily Israel & Drew Pluhar V Kathryn & John Boger D Evelyn J. Junge Ann Jenkins & Bart Bussink Kate Bolland Mary & Seth Kaufman Mr. & Mrs. Edward C. Johnson 3d V Dr. William Boyd & Ms. Deborah Blish V Susan & Brian Kavoogian Stephanie & Matthew Kadnar D Pamela & Jim Broderick Demos Kouvaris Jamie & Cynthia Kempner V Kathryn & Chuck Brown Oliver Kramer Charlotte & Charlie Kline V Liese & David Brown Michelle LaManque Tania & Gordon Kluzak F Sarah & Robert Bua/The Holbrook Foundation Marilla & Rhodri Lane Louise Totten Knabe F Mr. & Mrs. Warren H. Burroughs, Jr. D Mr. & Mrs. David S. Lee F Carolyn Lattin & Venkat Venkatraman Amanda & Jeff Burton Anna & Stanley Leonard JoAnna & Richard Levitan Katie & Paul Buttenwieser F Marjorie & Daniel Levin 12 Robby & Geoffrey Levy JR Lederer & Jessica Calagione Mr. & Mrs. Jon R. Lind F The Longfield Family Foundation, Inc. Ric Calvillo Melissa & William Lyons Kate Lubin & Glen Sutton D Kristin & Joseph Casey Andrea & John J. Mackey David Meixner Clemmie & James Cash Rob & Melissa Madden Barbara & Richard Melvoin F Susanne & Vincent Chiang Kristen Madden & Greg Lauze V Rebecca Melvoin/Melvoin Foundation D Teresa & Douglas Chope Sandeep Madhavan Alison & William Monaghan Alberta Chu & Murray Robinson Francis & Donna Maher F Jim & Lisa Mooney D Robert Clagett Jim & Sarah Ann Mahoney Kelley Murphy D Benjamin Coll Amanda Marsh & Jeremy Bass Rona & Randy Nelson Mr. & Mrs. Caleb F. Collins Carl Martignetti Erica & Edward Pappendick V Kristin & Terry Connell V Mr. & Mrs. Carmine Martignetti Laura & Steve Peck The Connors Family Foundation Pam & Stuart Mathews V Mr. & Mrs. Stephen J. Pellegrino D Nan & Lee Corbin Bailey McCool Gerard & Lisa Marie Phelan V Jessica Courtney V Jeff & Christine McCormick Caroline D. Leto Teisha Covino Alfred J. McGuire Andrew Plimpton Lindy & Chris Crawford Doreen & John McLaughlin Jeanne & Richard Press Hope & Louis Crosier F Suzie McManmon Jean Weinberg Rose & Jeff Rose F Gary & Sharon Curhan F Anne & Colin McNay Judy Ryerson & Keld Agnar Caroline Curtis Katie & Mark McWeeny Maurice & Luly Samuels Katie Danziger & Steven G. Horowitz H Victoria Moskowitz & Lee Glickenhaus Rebecca & Mark Scheier V Lauren & Drew Davis Jane & Linton Moulding Caterina & Dan Schwinn F Katherine Davis Laura & Greg Mulready Jeffrey P. Davis Regan Murphy & Shihwan Chung Leah Berk Amy Fischer Cynthia Nguy ‘97 V Brian & Susan Berube F Maddie & Jake Fiumara Katie & Craig Nicholson Sheila Bogan Barbara Flanagan Silvia Nunez & Christian Patti Lois Bonsu ‘93 David Flynn Jon O’Donnell Clair Bowers Lauren Fontenot & Tim Bottomley Nikki Occhino Jill Bradley Sarah & Charlie Forbes Casey & Stephen Owen D Kenley Bradstreet Caroline & Matthew Foscato Mr. & Mrs. Christopher Painter Meghan Brahm Elizabeth & D. Richard Friary Linda & Whit Painter Joanne & Bill Brine Elizabeth Friel Kathy Pattison & Dave Strickler Madeline Brooks Jenny & Jared Fry Carolyn & Phil Perelmuter Krystal Brooks-Sanchez ‘93 Joshua Gallitano V Trish & Tom Perlmutter & Joei Sanchez Kate Gannon Sabrina Pescosolido Donavan Brown ‘95 V Douglas Garde Christian & Russ Porter Zack Bryden Sean Gearin Jonathan Prosky Hugh & Liz Buchan Michael Giannattasio Fernande & George Raine Nate Buffum Robyn Gibson ‘00 Marci & Peter Reed Ginger & Kevin Burke Betsey & Charlie Gifford Andrea & Karl Reid Pamela Butz Serena Gifford Bradley Riedl Shirley & Eugene Buzderewicz Raya Gildor Kaya Rifkin & Anthony Rich Kathleen & Larry Byrnes F Constance Gilson Charlotte Riggs Mary Callaghan Patricia Gimbel Mr. & Mrs. Matthew L. Root V Carlos & Ania Camargo Tom Glenn Jennifer & Dermott Ryan Matt Camp Penny & Jim Gold Anni & Charles Santry Carol Capo Jenny Goldberg Glenn Savage Elizabeth Caraboolad Lynne & Robert Golden Katie & Ben Sayles Jared Causer Jonathan Goodman & Elizabeth Silverman Robert F. Shapiro, Jr. F Bruce Chafee V Johanna Gordon Liz Lyons & Jesse Shaw Jane & Craig Chapman Andrew Gorgone Douglas Shinn Hillary & Jason Chapman D Robert Gould Mark R. Simmons, Jr. Catherine Cheetham Molly Graham Jennifer & Tom Sleeper Stuart Cherande-Friedman Carol & Zander Grant Matthew Slovik D Linda Chin Michael Grant Emily Smith Nick Clark Lisa Grodsky Susan & Joseph Stamler Alex Cline Julie Guerra Carol & Howard Stoner Dimitri Cohen Jennifer Guire Shannon Stowell Adam Cohen Martha Hack Paul Strigler Dr. Dennis N. Cohen Stuart Hack Arzu Tarimcilar Samantha Cohen Betty Hale Sandra & Bob Taylor Joanna Confalone Julia Halleran Lynne & Michael Taylor Timothy Connell V Maura Halloran Eliza Thomas Julia Cook & Peter Edgerly Jacqueline Hamilton Laura Tomaseth & David Beardsley Peter Corbett James Hamilton Thalia C. Tringo Katherine Coyne Tucker & Margie Hamlin D Hope Turner Harley & William Creelman Mike & Leslie Hammer F Natasha Velickovic ’91 Sarah Curley The Hand of Synthetic Biology Veritas Tutors, LLC Amy & Ethan d’Ablemont Burnes Kristen Hansen Julia & Thomas Vitullo-Martin Melanie Damsker Kristin Harman David Wendell Erica Davis Tilesy Harrington Rocking Horse Trail Foundation Brooke Davis & Chris Hogan Coliliuy Harrison Jessamine Wigfall V Caitlin Day-Lewis Baron Hartley D Peter & Kendra Wilde Mary & Charles DeBare Emily & Thomas Haslett F Kate & Hamilton Wood V Elena Del Alamo Mr. & Mrs. George Hatsopoulos F Raymond Wu Sherry Delosh Robert F. Hayes F Rae & Charlie Yoon Andrew Demakes Nancy Hayes Charles Devens III Marcus Haymon ‘95 13 Friends Erin & Greg Devine Christina Heanue & Andy Pecora up to $249 Denise DiFiglia Jada Hebra Dimitri Dimakis Rena & Rick Hedeman Anonymous (8 Gifts) Margaret Dinan Katherine D. Hein, M.D. Harris Allen Laurie B. Donahoe F Ayres Heller V Ashley Amo Sherry Dong Gavie Heller Karen Anderson V Abe Donner Stephanie Hendricks Richard M. Anderson Roodly Dorleans Polly & Prentiss Higgins Kimberly Apfelbaum Betsy & Andy Doyle Chanda K. Ho, M.D. Paul Archibald V Andrew Dresner Linda Hofmann Kimberlee Bachman Christine Driscoll Richmond Holden Andus Baker Sarah Dussault Elizabeth Holmes Brian Bano Lindsey Duthurie Robert Hower Lindsay Barnett Matthew Emans Julia Hoyt Aaron Bates Sharon & Stephen Engler D Denise & John Hull Alex Baumbach Caroline Erisman Taz Hussein Kousha Bautista-Saeyan ‘98 Anne Marie & Alexandros Evrivriades Teresa Imhoff Heather Bello Armaghan Farooq V Joseph Impellizeri Emily Belyea John Faubert & Elizabeth Pratt V Andrew Ivey Victoria Bendetson James R. Faust J.P. Jacquet ‘95 V Kate Bergmann Constance & Frederick Fayen David & Mary Johanson F Tobey & Mark Fidler F Joel Johnson Katelyn Mensi Elinor Yudin Sachse Jennifer Johnson Anne Mercogliano Anja Saloranta Stormy Johnson Shane Merriweather Daniela Saltzman Brian Jones Rebecca Meyer Janak Sanariya Jenifer Jordan Karen Meyers & Jay Zagorsky Audrey & Joel Schaefer Drs. William & Carolyn Kaelin Marjorie Mitchell Karyn Scheier & Stan Dolberg Marla Kaplan Kelly Monaco Maria Schiff & Michael Cooperman F Kathryn Kargman Alex Moore Margaret Schoelwer V Joy Katz Robert Moore Rebecca Schulman & William Havemeyer Lauren Kaye Mimi Moore Lisa Schulz & George Mandt Margot Kearney V Peter A. Mullin V Lisa See Kate Keller Maureen Murphy Rachel Segall & James Hurley Molly Kellogg & John Frantzis Tim Murphy Katie Seymour Brian Kelly David Nash Mary Sheehan Allison Kent & Rob Trumbull Christopher Naumes V Timothy Sheehy Nicole & Arvind Khanna Lee Navins Nina Sheff Lauren Kiernan Elizabeth & Marshall Neilson D Antony Sheriff Elizabeth & Dan Kiley Dorothea Nelson Jane Shiverick Carolyn Kimpel Lauren Gray Nelson Claudia Silva V Margaret King Marianne & John Nelson F Dr. Richard Silverman D M. Scott Knox John Nevin Alison & Robert Silvers Vicki & Northrup Knox Mary New Alyson G. Singer V Catherine & Douglas Knuth Max Nibert V Chrissy & Niko Skiadas Joy Kogut ‘96 Arndt Nicklisch V Katya Skoufalos Cliff Lasser & Elizabeth Adams Lasser Nathan Nunley V Jason Skypeck Laura Moberg Lavoie & Brian Lavoie Michelle O’Brien John Smiroldo Pam & Nicholas Lazares Ryan O’Connor Camille Smith Andrew H. Cohn & Marcia Leavitt V Leah O’Donnell Kelly Sollinger Jennifer Leisman V Megan O’Donoghue Kenneth Souleotis Joseph Leopold Caitlin O’Hara & Nick Mannella Arthur Stanton Marlly Lerner Thomas L. P. O’Donnell F Taylor Stevens & Peter McIntire Emily Leventhal Michael Okoli ‘99 Carolyn & Mike Stone Danielle Levine Erik Olsen Nan Stone Tyler Lewis Abbey & Christopher Orski Christopher Stoner Anne Lewis Danielle Ostrowsky Jenn Studaker & Muideen Ogunmola Charlotte Lewis Quannah Parker-McGowan & Conor Green John Switchenko Jennifer Lewis & Christopher Buell V Ellen & Thomas Payzant Rhoda & Kemon Taschioglou Julie Lewis Wendy Pearre Matthew Tedeschi Libbey-Clarke Family Fund Elizabeth J. Peavy V Rebecca & Kevin Tidmarsh V Elizabeth Lima Virginia Pedroletti Anne Tiffin Heather Long Audra Peek Rachel Tilney Giuliana Loukas Nara Peou Kim & Christian Tosi Suzanne Lubell Katie & David Petersen Maryann Walsh Tosi & Christian A. Tosi Rich Lufkin Robyn Piasecki & Dennis O’Donnell Mark A. Tracy D Sara Lybeck Marc Piccuirro Kevin Tran ‘94 D Emmett Lyman Karen Pick F Erica Tremblay William T. Lynch & Ingrid G. Larson F Wendy & Chip Pierce Diane & Frank Trunzo Ken MacLaurin Morgan W. Pierson V Lisa & Richard Tucker Vivien Mallick Kate & Hendon Pingeon Nancy & W. Anthony Ullman F Holly Maloney Ellen & Keith Plapinger Annie Valva Francine & Allen Maltz Heather & Sean Ploen Elizabeth Vassallo Shari Malyn & Jonathan Abbott D Kevin Plummer Megan Vassallo Kristen Mangelinkx Thomas Poaps Cassandra Velazquez Laura Mangurian V Kate Pokorny Michele Velchik 14 Ashley Marlenga Allison & Robert Popeo Jane Ventrone Susan & Bob Marren Diane Popeo Tran Vu ‘00 Clayton Marsh V Ellen Powers Alyson Walker Kim Marshall F Caitlin Prendergast Kathleen & Keith Wallace Leo Marshall Allison Price Timothy Wang & Gregg McCarty Wang Elizabeth Martin Anne & Stuart Randle David & Gwen Wanger D Andrea Martinez Ashley Randlett Elizabeth Ward Vicki Massaroni Elizabeth Ratto & Roy Y. Liu Jennifer Weingarden Geoff Mathison Natalie Rebot Megan Wells-Jamieson & Scott Stevens Peter & Porter May V John Reece David Whelan Shontel McAlpine Paul Reed Donna White Victoria & James McCarthy Elizabeth Resor Annette P. Wilton Katherine McCord Lorraine Reynolds Samantha Witkes Kate McCusker Leslie Riedel & Scott Friend/ Kristen Wolf Joyce & Terry McDonough Harris Family Foundation F Josh Wolman Elizabeth McEvoy Susanne & Chad Robertson Suzanne Worden & Stephen Farley Tricia & Geoffrey McGean F Struan Robertson Lisa Zannella Anne McGowan Adriana Rojas G. Jeri Zeder & Joseph Pato Molly McGuinness & Jon Gistis V Hillary Rose Amy & Alex Zengo Doreen McGuire Melissa Rubin Karen Zweig Caroline McLinen Gail Ryan Sven Meier John Ryan This report is accurate to the best of our knowledge. Elizabeth Mensi Alice & Herbert Sachs We sincerely apologize for any error or omission. Steppingstone would like to thank the Gifts were made to Steppingstone in honor Summer Opportunities Fund following corporations for their generous of the following individuals: support. There are many summer programs that BB&N Class of 1997 Steppingstone Scholars provide students with experience or academic $5,000+ Donavan Brown ‘95 skills that encourage them to grow outside Chase Brown Phillips of the classroom, as well as help them stand The Charles Hotel Carnegie Communications’ clients out from the college applicant pool. In 2006, Di Santo Design Abby Drew Cohen The Steppingstone Foundation created the Sarah Conrad Summer Opportunities Fund to provide UP TO $4,999 Barb & Rob Cunningham Scholars with the financial assistance they Richard Eckel need to participate in such summer programs.

Allegra Print & Imaging Kelly Glew In 2010, Scholars took part in the follow-

America’s Growth Capital Lynne & Robert Golden ing programs:

Aspen Tech, Inc. William Helman The Winsor School’s then-rising senior,

Barefoot Wine & Bubbly Allison Johnson Lisa Luo ’04, spent the summer at Community

Belmont Day School Isabelle Loring Rowing. This competitive summer program

Biltmore Grill Erika & Lauren Mandt is designed for athletes who are looking to

Boston Bruins Doreen & John McLaughlin improve their rowing skills, compete at a high

Boston Center for Adult Education Anne & Jeff Mitchell level on a national scale, and develop in a

Carnegie Communications The Moreno Family team environment.

Carney, Sandoe & Associates Virginia & Michele Mulhern The summer before his senior year at

Castanea Partners Kate Nielson The Roxbury Latin School, Bence Budavari

Cynthia Rowley Deborah Robinson ’05 spent a weekend at Berklee College of

Derby Academy Lauren Rossi Music in the Music Technology Division.

First Act, Inc. Allison Savage He attended a series of intensive workshops

Four Seasons Hotel, Boston Brent Shay covering many facets of music production

Friel Golf Management, Co. Aleksandr & Laura Forsberg White technology. Hingham Savings Bank Catholic Memorial School’s Malcolm ilexDesigns Gifts were made to Steppingstone in memory Grant ’05 spent five weeks at the Rob Burton Jen Hawkins Events of the following individuals: Training Village. The program is year-round Katie Wilton Peterson with a summer component and offers campers Kimberly McMahon Ed Dombrowski support and mentoring in areas such as: La Campania John Solomon education, social skills, morals, values, leader- Lindt & Sprungli ship, and fitness. LuxLash Gifts were made to Steppingstone in honor Jamelia Willock ’05 spent the summer Mandarin Oriental Hotel, Boston of the weddings of: before her senior year at the John D. O’Bryant Mepal Manor School on the campus of Brown University. OMBE, Kristen Foresta Jennifer Berylson & Jon Block The Summer@Brown program is a two-week Rebecca Berman & Franklin Huang OMBE, Lisa Grodsky residential program that allows students to OMBE, Rachel Lappen We are so grateful to these couples for take college courses, advance their studies, OMBE, Kristen Lutz suggesting Steppingstone to their friends and prepare for college success. The Park School and family and for their generous support. National Student Leadership Conference Parthenon Group (NSLC) provided Thayer Academy then- Post 390 Thank you to SSATB which selected junior, Olivia Lau ’06, with the opportunity Publick House Steppingstone for its community service to experience campus life at the University Samuel Adams project at its annual conference. SSATB of Maryland. Olivia was able to develop es- Simplicity Chef members surpassed their goal and raised sential leadership skills, explore future careers The Knot $4,000 dollars to help send 30 Scholars on through exciting simulations, and participate The Ritz-Carlton, Boston their next tour to colleges in western in exclusive site visits and interactive meetings Tie Your Apron Massachusetts and upstate New York. with renowned leaders in various fields. Top of the Hub Kevin Figueroa ’07 spent the summer

Vineyard Vines Berylson Fund for before his senior year at Boston College High 15 Wachusett Mountain Leadership Development School traveling to Italy, Austria, Switzerland, Westin Copley Place and France with People to People, an organi- Wine Bottega Recognizing that attracting and retaining zation that promotes international under- Winston Flowers staff is a key issue for not-for-profits, standing and friendship through educational, Xaverian Brothers High School Amy Smith Berylson and John Berylson cultural, and humanitarian activities. established The Berylson Fund for Leadership Noble and Greenough School’s Jennifer Steppingstone would like to thank Development to provide Steppingstone’s Ngo ’07 spent the summer before her senior the following corporations for their leadership staff with the opportunity to year at LEAD Business. A national partner- matching gifts: engage in high-level professional develop- ship of the top U.S. corporations and graduate ment opportunities in order to best serve the schools, LEAD Business is a four-week

Anonymous needs of a growing organization. residential program that encourages talented

Bank of America Foundation The Berylson Fund has supported the students from diverse backgrounds to pursue

BNY Mellon design and implementation of an employee business.

Computer Associates evaluation system to increase performance,

Grantham, Mayo, Van Otterloo & Co. LLC motivation, and job satisfaction.

Pamet Capital We are grateful for the Berylsons’ Wells Fargo Foundation thoughtful and generous investment in Step- pingstone’s future. Financial Statements for December 31, 2010 The Steppingstone Foundation, Boston, and Steppingstone Scholars, Inc., Philadelphia

Boston Philadelphia Total Consolidating Schedule of Financial Position

Assets Current Assets Cash and cash equivalents 537,218 452,802 990,020 Contributions receivable 720,276 - 720,276 Prepaid expenses and deposit 157,101 11,492 168,593 Investments 2,201,397 1,054,114 3,255,511 Beneficial interest in perpetual trust - 60,264 60,264 Property and equipment, at cost less accumulated depreciation 58,755 5,622 64,377 Total Assets 3,674,747 1,584,294 5,259,041

Liabilities & Net Assets Current Liabilities Accounts payable and accrued expenses 302,162 17,171 319,333 Deferred revenue 77,220 10,000 87,220 Total Liabilities 379,382 27,171 406,553 Net Assets Unrestricted Operations 1,179,191 446,084 1,625,275 Board Designated 1,000,000 - 1,000,000 Total Unrestricted Net Assets 2,179,191 446,084 2,625,275 Temporarily restricted 1,116,174 66,133 1,182,307 Permanently restricted - 1,044,906 1,044,906 Total Net Assets 3,295,365 1,557,123 4,852,488 Total Liabilities and Net Assets 3,674,747 1,584,294 5,259,041

Consolidating Schedule of Activities Revenue, Gains and Other Support

Fundraising Events 848,885 417,182 1,266,067 Less cost of direct benefit to donors (107,094) (129,793) (236,887) Net Fundraising Event Revenue 741,791 287,389 1,029,180 Contributions and grants 2,680,931 893,290 3,573,221 Growth campaign contributions 4,649 - 4,649 Interest 2,671 19,059 21,730 Other income 7,193 - 7,193 Membership Income 127,333 - 127,333 Realized & unrealized gains on investments 6,927 36,242 43,169 Gain on beneficial interest in perpetual trust - 6,159 6,159 16 Total Revenue, Gains & Other Support 3,571,495 1,242,139 4,812,634

Expenses and Losses Program Services The Steppingstone Academy - Boston 2,483,126 - 2,483,126 College Success Academy - Boston 95,602 95,602 Scholars Program - Philadelphia - 650,551 650,551 National Partnership for Educational Access 327,845 - 327,845 Replication 131,496 - 130,496 Total Program Services 3,038,069 650,551 3,687,620

Supporting Services General and administrative 435,491 169,413 604,904 Development 611,822 204,297 816,119 Total Supporting Services 1,047,313 373,710 1,421,023

Total Expenses 4,085,382 1,024,261 5,108,643 Change in net assets (513,887) 217,878 (296,009) Net Assets at Beginning of Year 3,809,252 1,339,245 5,148,497 Net Assets at End of Year 3,295,365 1,557,123 4,852,488

About Steppingstone

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

Steppingstone programs include:

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

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

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

17 The Steppingstone Foundation is committed to a policy of equal treatment for all individuals.

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

Bill MIles Productions Margaret CrowE Photography Meg Birnbaum Photography Di Santo Design Barton Productions Hanson Printing Company

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

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

Nicholas Correira is a seventh grader at Brimmer and May School this fall. He serves on The Steppingstone Academy Leadership Council and loves Latin, acting, and singing. Nicholas says his ® greatest accomplishment so far is joining Steppingstone. www.tsf.org ......