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The Steppingstone Foundation 2009 Annual Report (on cover, clockwise from left)

Andrew, Steppingstone ’08

Moriah, Steppingstone ’03

Christina, Steppingstone ’02

Andrew, Father The Simpson Family Alexia, Steppingstone ’07 Christina, a junior at College, was the first from the Simpson family to attend The Steppingstone Tina, Mother Academy. One year later, younger sister Moriah, currently a sophomore at Hampton University, followed suit. The girls recall their first summer session of the academic preparation component. “The work was challenging, with lots of new material, and the pace was fast. But with the support of my parents and Steppingstone advisors, I got through it,” recalls Christina. Moriah adds, “Yes, Steppingstone really prepared me for Boston Latin School. The standards are so high there and I felt that with all the preparation I had over the 14 months, I was ready to move forward with confidence.” While Christina and Moriah went on to attend Boston Latin School, younger siblings Alexia and Andrew both chose Beaver Country Day School. Initially, Tina, their mother, was uneasy about the prospect of an education for them. “Considering a school with tuition fees seemed out of my reach. I just didn’t think it was financially possible for us, and I would have left it at that. But then Ms. Conrad from Steppingstone went over the application process and urged us to consider it, and I’m so glad we took her advice!” The Simpsons have taken advantage of the many resources available to them through Steppingstone, including financial aid workshops, college application and essay writing classes, and college tours. The Simpson Scholars attended Saturday Mentoring and Study Hall (SMASH), and Christina and Moriah had the same mentor, Allison Foley, for four years. “Even though Allison lives in a different state now, we still communicate with her to this day,” said Tina. “She makes every effort to be with us at major events in our lives, such as graduations.” Christina describes education as “more than just being book smart. It’s being prepared to enter the world as a professional and succeeding.” The four Simpson Scholars are well on their way. Letter from the Founder

The Steppingstone Foundation acknowledges with sincere gratitude the following donors who have made gifts for 20 In 1990, John Simon and I launched their Steppingstone diplomas every consecutive years: The Steppingstone Foundation. We August, they do so because of the admitted 14 Scholars into the pilot class, unending support they receive from their Anonymous and John and I did just about everything: families. This support takes many forms. Sheri Berman & Gideon Rose/ we visited schools, taught classes, drove It’s the mother who leaves work early The Baobab Fund the bus, and helped the Scholars apply to so she can drive carpool for a group of Mrs. Leonard Block independent schools. But there were some Scholars on a cold afternoon in February; Betsy & Michael Danziger things we couldn’t do all on our own, or the grandfather who serves as a human Mr. & Mrs. F. Michael Danziger and I would like to acknowledge a special alarm clock every weekday morning in Katie Danziger & group of people, listed on this page, who the summer so his grandchild won’t miss sTeven G. Horowitz were among the many early supporters of the bus; or maybe the older sister who Peggy & Richard Danziger Steppingstone. What sets them apart is constantly reminds her brother not to quit John & Laura Fisher that they have continued to give every the Academy because if he can make it, Nancy & Richard Friedman year, for the past 20 years. While I am it will change his life. Yes, family matters Elizabeth & Andrew Hahn extremely appreciative of anyone who at Steppingstone. has ever given anything to Steppingstone, There is another family here at The Esther A. & Joseph there is a special place in my heart for Steppingstone, and the members of that kLingenstein Fund Inc. those who have been with us literally family are listed on the pages that follow Jeanne & Bob Savitt every step of the way. in this report. Just as the Scholars rely Esther Simon Charitable Trust You will notice that some of the people on their families to achieve their goals, John & Susan Simon on that list have the same last name as we rely on you in so many ways. You Richard, Ann, John & James

I do. I am particularly grateful for the attend SMASH and help Scholars with solomon Foundation support of my family, without whom there their homework; you organize and attend Jean & Raymond Troubh would be no Steppingstone. fundraising events; you offer candid and Family is at the foundation of constructive advice; and you give so Steppingstone. When we admit Scholars generously of your resources. Any success 1 to The Steppingstone Academy, we don’t we have had is due to your support. just interview the prospective students; we meet with their parents or guardians Michael P. Danziger as well. Even though it is the Scholars who Founder and CEO walk across the stage at MIT to receive Letter from the Chairman

As Steppingstone marks its 20th year in 2010, The second area of growth that I am excited we can be proud of so many accomplishments: to share with you is the National Partnership for more than 1,100 Scholars have graduated from Educational Access, or NPEA. We launched NPEA The Steppingstone Academy, and nearly 200 three years ago and had targeted about 30 other have graduated from college. We have affiliate programs we thought might be interested in sharing programs in Hartford and Philadelphia and have best practices. We underestimated the interest by a launched the National Partnership for Educational little! As I write, there are 169 member organizations, Access. The Steppingstone Foundation, started collectively serving over 30,000 students around the by a schoolteacher and a young entrepreneur, has country. In addition to hosting an annual conference, more than delivered on its mission; it’s changed NPEA will convene members locally––beginning in the lives of countless Scholars and has served as Boston––in order to develop opportunities for an example of what is possible. collaboration. For example, NPEA will organize While I am proud of all that Steppingstone college tours for students in participating programs has accomplished so far, I am even more excited that don’t have the resources to sponsor tours them- about what lies ahead. Recently, we completed a selves. Finally, we will link the growing number of strategic plan and are now on a course to serve NPEA-affiliated students with college admissions more students in Boston, and to become a leader officers eager to recruit them, while also giving these in the field of college access and readiness. The students the opportunity to connect with other growth initiatives in the strategic plan build on the students going to the same college. success of The Steppingstone Academy in Boston, I am very grateful for the support that you have Philadelphia, and Hartford. given Steppingstone. Without the generosity of those In 2011, Steppingstone will launch a new listed on the following pages, there would be no initiative called the College Success Academy, which Steppingstone Academy and no NPEA. In the same will provide after-school and summer programming way, without your continued support, all our plans to students attending partner public schools in for growth and the College Success Academy would Boston, with a goal of increasing the number of be just that—plans—rather than the opportunities students attending and graduating from four-year that you make possible. 2 colleges. Unlike The Steppingstone Academy, the Thank you for your wonderful support and for College Success Academy will not rely on placement the confidence you have in Steppingstone. into independent and public exam schools. Therefore, Steppingstone can help more kids get on and stay Brian J. Conway on the path to college. We will start with two pilot Chairman, The Steppingstone Foundation public schools in Boston next summer. If we succeed as we plan to, we will add more schools and students. Steppingstone Placement Schools

Boston The Hartford The Beaver Country Day School Belmont Day School St. Mark’s School St. Paul’s School Buxton School Boston College High School St. Sebastian’s School The Boston Latin Academy Southfield School Boston Latin School The The Marianapolis Preparatory School Boston University Academy Xaverian Brothers High School The Master’s School Miss Porter’s School Buckingham Browne & Nichols Philadelphia Northwest Catholic High School Cambridge School of Weston Abington Friends School Academy of Notre Dame de Namur The Agnes Irwin School Dedham Country Day School The Baldwin School The Chestnut Hill Academy The Episcopal Academy Westminster School Dexter School Friends’ Central School Friends Select School The Williston Northampton School The Germantown Academy The Governor’s Academy Germantown Friends School Girard College The Meadowbrook School of Weston Greene Street Friends School The Haverford School Newton Country Day School Holy Child Academy Noble and Greenough School The Julia R. Masterman School John D. O’Bryant School Philadelphia High School for Girls The Philadelphia School The Shipley School 33 Springside School St. Peter’s School Westtown School William Penn Charter School

The Bacare Family (left to right)

Muram, Steppingstone ’10

Marwa

Amin Ismael, Grandfather

Deena, Ohrenberger Elementary School Most children learn about Steppingstone from their teachers or parents. In the Bacare family, grandfather Amin,­ who taught in Sudan for 40 years, made sure that his grandchildren completed Steppingstone’s application Amal, Mother process. He attended almost every meeting and workshop, since their parents’ work schedules often conflicted. Bassil, Along with the support of family, both parents acknowledge the role Steppingstone advisors played in their Steppingstone ’08 children’s educational success. “The children’s advisors helped us every step of the way,” said Amal. Steppingstone advisors helped them choose a school for Bassil, and in the end, The Park School proved to be the perfect fit. Muram Sidiek, Father (not pictured) was set on attending Boston Latin School, so with that in mind, the team worked together to ensure that she kept her grades up and scored well on the entrance exam. Amal and Sidiek soon discovered that it was one thing to get into these schools, but to navigate them successfully was yet another learning experience. Sidiek credits Steppingstone with helping them to understand the importance of participating in extracurricular activities at school. Bassil has gotten involved in many activities at The Park School. He plays sports, is a member of the rocket club, and discovered that he has an interest in community service. Over the summer Bassil worked as a volunteer at ABCD Head Start and credits the job with helping him to become more responsible and to look beyond himself. Younger sister Muram, who was a member of Steppingstone’s Leadership Council, just completed Steppingstone’s academic component and graduated from the Academy in August. She is currently attending Boston Latin School. “I’m very proud of my accomplishment,” she said. “It was hard but fun at the same time. I made so many friends and learned so much.” With the Baccare family, Steppingstone is clearly a family affair. Amin reflects on his grandchildren’s journey and notes, “Their success is my joy, and I want only the best for them. I tell Bassil and Muram: work hard, don’t settle for less, and never give up.” About our Programs

Since 1990, The Steppingstone Foundation has acceptance and success in the successfully prepared hundreds of underserved sixth grade at top independent schoolchildren for educational opportunities that schools in the Philadelphia area. lead to college success. Year after year, the In 2009, nearly 300 Scholars in accomplishments of Steppingstone Scholars grades five through 12 were served. show that with the right combination of high The Steppingstone Academy expectations and meaningful support, children who Hartford, which graduated its are willing to work hard can reach their potential first class in 2008, prepares and make their college aspirations a reality, underserved seventh-graders for regardless of circumstance. admission at Connecticut board- Steppingstone’s programs in Boston, Philadelphia, ing schools in the ninth grade. and Hartford set underserved students on the path makes a long-term commitment to Scholars, providing In 2009, the program served nearly 80 Scholars in to college by preparing them to get into and succeed a comprehensive range of support services during grades seven through 10. at top college preparatory schools in middle and middle and high school to ensure that they thrive in Launched in 2007, the National Partnership high school. Once admitted, Scholars participate their new schools, ultimately graduating from high for Educational Access (NPEA) is a membership in an intensive course of academic preparation that school and enrolling at four-year colleges. association for programs committed to increasing begins with a six-week summer session, continues The Steppingstone Academy in Boston educational opportunities for motivated underserved during the school year with classes after school and prepares fifth-, sixth-, and seventh-grade students students across the . NPEA currently on Saturdays, and concludes with a second summer to get into and succeed at Boston’s top independent has over 169 members, representing 30 states and session. The rigorous curriculum prepares Scholars and public exam schools in the sixth, seventh, and collectively serving over 30,000 under-represented for the challenges of getting into and excelling at top ninth grades, respectively. In 2009, The Steppingstone students across the country. NPEA is dedicated to independent and public exam schools. Academy served over 950 Scholars in grades five promoting quality, success, and growth among member Steppingstone also works closely with Scholars through 12. Over 90% of Scholars who complete organizations, partner schools, and communities and their families on all aspects of the independent the academic component enroll at four-year colleges, committed to educational access. Members include and exam school admissions process, from choosing and 74% of the Scholars graduate from four-year school and non-school based programs, charter schools, 6 the right school, to applying for financial aid. colleges within six years. independent schools, higher education institutions, But Steppingstone doesn’t end there. Steppingstone Since its inception in 1997, The Steppingstone and other nonprofit programs. Scholars Program in Philadelphia has prepared more than 300 underserved fifth-grade students for

The Herrera Family (left to right)

Abigail, Steppingstone ’08

Benjamin (Benji), Steppingstone ’08

Josue, Rogers Middle School

Gladys, Mother

YEsenia, Steppingstone ’05 When Yesenia Herrera’s fifth-grade teacher urged her parents to apply to The Steppingstone Academy, José and Gladys Herrera attended a family information meeting to learn more about the program. Although they José, Father were unfamiliar with the concept of independent schools, they recognized the opportunities a program like Steppingstone offered their children. When it came time to apply to schools, the Herreras relied on Steppingstone throughout the process. “Steppingstone held our hands and guided us through everything, from filling in applications to preparing for interviews,” said José. Yesenia was admitted to Dana Hall School, where she is currently a senior. Benji and Abigail are ninth graders at Boston Latin Academy. “Steppingstone has supported them in their daily lives at their new schools. With Steppingstone by our side, it wasn’t so intimidating.” The Herreras take advantage of SMASH (Saturday Mentoring and Study Hall) during the school year. “All four kids have used SMASH to help them with homework, projects, papers, and to ask questions about school in general,” said José. “It’s an invaluable service to us because my wife and I work opposite shifts, so quality time together as a family can be challenging, let alone sitting down to do homework with them.” This past summer, Yesenia was selected to be a Teaching Assistant during the six-week summer session. She was thrilled to have the opportunity to work with younger Scholars: “I’ve been in their shoes, going to school during the summer. It’s not always easy, but if I can inspire them even a little bit, I’ve done my job.” Yesenia, who was elected co-president of her senior class at Dana Hall this year, is getting ready for the college application process and is planning on attending Steppingstone-sponsored college tours. “I am ready to grow and become stronger, smarter, and more independent. I’ve been given the opportunity to do great things with my life, and I won’t settle for anything less.” Next Steps

Colleges Hamilton College (3) Trinity College, CT (2) Boston College Graduate School The Syracuse University Graduate Hampshire College Trinity College, D.C. of Arts and Sciences School of African American Studies Steppingstone Scholars have Hampton University (3) Tufts University (6) Boston College Law School The Fletcher School of Law & graduated from the following Harvard College (9) Union College Boston University Division of Diplomacy at Tufts University colleges and universities: Howard University University of California, Berkeley Graduate Medical Sciences University of Baltimore Yale Johns Hopkins University University of California, Davis Boston University School of Gordon College of Liberal Arts Amherst College (2) Johnson & Wales University (2) University of Connecticut Communications (2) University of California Berkeley Babson College (4) Lasell College (2) University of Boston University School of Law School of Public Health Barnard College (2) Maine Maritime Academy Amherst (13) Case Western Reserve University University of Chicago School of Bates College Manhattan College Boston (8) School of Medicine Social Service Administration Becker College Massachusetts College of Art Lowell Columbia University Mailman School University of Chicago School Boston College (10) & Design (2) University of New Hampshire of Public Health of Sociology Boston University (11) Massachusetts College of University of North Carolina, Weill Medical College of University of Illinois at Bowdoin College (3) Pharmacy and Health Science Chapel Hill Cornell University Urbana-Champaign Department Brandeis University Massachusetts Institute University of Pennsylvania (3) Fordham Graduate School of of Education Policy Studies Brown University (5) of Technology University of Rhode Island (2) Education University of Massachusetts Amherst, Carnegie Mellon University Middlebury College University of Richmond The French Culinary Institute Department of Mathematics Cheyney College New York University University of Rochester The George Washington University and Statistics The Citadel Military College Northeastern University (8) University of Southern California (2) School of Public Health and University of Massachusetts Boston Clark University Pennsylvania State University University of Virginia Health Services Department of Applied Sociology Clarkson University Pine Manor College (4) Wagner College Georgetown University Graduate College of Education Colby College Providence College Wellesley College (2) McDonough School of Business University of Massachusetts College of the Holy Cross (3) Regis College Wentworth Institute of Technology Howard University College Medical School (2) Columbia College, SC Rensselaer Polytechnic Institute Wesleyan University (2) of Medicine (2) University of Texas at Austin Columbia University (6) Rhode Island School of Design Williams College (3) The Johns Hopkins University College of Liberal Arts Connecticut College (2) Salem State College (2) Yale College (6) School of Medicine University of Virginia Curry College Savannah College of Art Meharry Medical College Department of English Dartmouth College (4) & Design Graduate Schools New England School of Law University of Wisconsin, Madison Duke University Simmons College (2) Northeastern School of Law Department of Counseling Steppingstone Scholars attend or Fisk University Southern Connecticut Rollins School of Public Health Psychology have graduated from the following Fitchburg State College State University of Emory University graduate schools: Florida A&M University Spelman College (5) Rutgers University Graduate Fordham University (4) Springfield College 1010 American International College School School of American Studies George Washington University (3) St. Francis College of Business Administration Sacred Heart University Isabelle Georgetown University (2) Stanford University American University School of Farrington School of Education Georgia Institute of Technology Stonehill College International Service Springfield College Graduate Gordon College Syracuse University (4) American University Washington School of Education Temple University (4) College of Law Suffolk University Law School 2009 Gift Report

FOUNDERS’ CIRCLE PRESIDENT’S CIRCLE Linda & P. Andrews McLane F Bridgitt & Bruce Evans F Bill & Barbara Burgess D $50,000+ $10,000 TO $49,999 Sarah & Peter Monaco F Rebecca & Michael Gamzon V Susan Okie Bush F Kristin & Stephen Mugford V Kaia & Jonathan Goldstein V Julie & Kevin Callaghan D Anonymous Anonymous Marion & David Mussafer D Elizabeth L. Johnson & Christensen-Dunn Early D Anonymous Anonymous (2 Gifts) F Thomas O’Donnell & Christina Robert Ketterson V Foundations Fund D Anonymous F Anonymous H wing-O’Donnell/The Karen The Longfield Family Foundation, Kim & Drew Conway V John G. & Amy Smith Berylson F Abrams Foundation wing Family Charitable inc. Kate & Read Coughlin V Mrs. Leonard Block H Bain Capital Children’s Charity LTD F Foundation D Tristin & Martin Mannion F Lisa & Todd Cronan D Brian & Karen Conway F Bank of America Charitable Randa & Michael Pehl D Sean McDonough Foundation Louise B. & Edgar M. Cullman Betsy & Michael Danziger H Foundation F The Plymouth Rock Foundation F Anne & Jeff Mitchell Foundation F The Paul and Phyllis Fireman Kate & Chuck Brizius F Richard E. Rosenberg Foundation F Erica & Edward Pappendick Kristina Dakos charitable Foundation V Bushrod H. Campbell and Adah F. William E. Schrafft and Bertha E. Drew Pluhar David M. & Sheena Danziger F Nancy & Richard Friedman H hALL Charity Fund V schrafft Charitable Trust F Ellen & Steve Segal Mr. & Mrs. F. Michael Danziger H D D Joanna & Jon Jacobson John & Stephanie Connaughton Shippy Foundation Kristine & Ned Shadek Sadhana & Rick Downs D J. C. Kellogg Foundation Kerrie & James Coughlin V John & Susan Simon H Brent Edward Shay F Ronald Druker/Bertram A. & Ronald D Liberty Mutual Foundation, Inc. V David & Victoria Croll State Street Foundation Barbara & Brad Shingleton m. Druker Charitable Foundation Isabelle & Ian Loring V Katie Danziger & Steven G. Carolyn & Ken Swan D Esther Simon Charitable Trust H Denise M. Dupré & Mark E. Nunnelly F Libby & Jeff Mallon/Kahn horowitz H The van Otterloo Family Richard, Ann, John & James Deborah & Philip Edmundson charitable Foundation Peggy & Richard Danziger H Foundation solomon Foundation H Michael & Barbara Eisenson F D Holly McGrath & David Bruce V Dean Welfare Trust Charlotte R. Cramer Wagner & Suzie Tapson & Gordon Burnes D Lee & Jack Englert F D Medha Sinha & Arthur G. Epker III Rose DiSanto/DiSanto Design F herbert S. Wagner, III Amanda & John Waldron The Fieldstone Foundation Sandy & Paul Edgerley Amy & John Weinberg F Sonja & James Wolfsberg D Joan FitzGerald

Nina & David Fialkow F Jenny & Sandy Weymouth/Hess Jennifer Mugar Flaherty & Fidelity Prime Services V Foundation D BENEFACTORS Peter Flaherty John & Laura Fisher H Connie & Sankey Williams $1,000 TO $4,999 Sandy & Dozier Gardner D H Denotes donors who Mr. & Mrs. Amos B. Hostetter, Jr. D Betsey & Charles Gifford have made gifts for at least Scott Jaeckel F SCHOLARS’ SOCIETY Anonymous (2 Gifts) V 20 consecutive years. Kate & Tom Gilbane Anonymous D Allison & Edward Johnson F $5,000 TO $9,999 Lynn & James Gilbert Maren Anderson & Duke Collier F Denotes donors who Dawn & Roger Kafker V Goldman, Sachs & Co. V Anonymous D Elyse & Bruce Balder have made gifts for at least Karen Kames & Christopher Gaffney F Goodwin Procter, LLP Melora & Andrew Balson Lori & Dennis Baldwin 10 consecutive years. Karp Family Foundation V Kevin Green Mr. & Mrs. James A. Block F Beth & Max Bardeen Mary Beth & Adam Kirsch D The Sidney & Beatrice Albert D Denotes donors who Marina & Walter Bornhorst F Lisa & Robert Bertelson The Kitchen Window Foundation Foundation have made gifts for at least Mrs. Peter H. O. Claudy F Timothy C. & Patricia W. Blank F 11 The Esther A. & Joseph Klingenstein Jeffrey & Victoria Hadden 5 consecutive years. Constance B. Coburn & James D. Jonathan Block & Jennifer Fund Inc. H Shannon & Drew Hayden houghton D Berylson Block D V Denotes donors who Jeffrey B. & Janet Larson/The Larson Blair & Jackie Hendrix The Cosette Charitable Fund Emanuelle & Peter Block have made gifts for at least Family Foundation D Hingham Savings Bank Deanna & Tony DiNovi F Amy & Ben Bloomstone D 3 consecutive years. Linde Family Foundation Grace & James Hoffmann Gretchen Effgen & Anthony Bruce Breimer & Lorna Doran F Anne R. Lovett & Stephen G. Benjamin Howe woodsum F schweizer Deb & John Brennan Kim Hsu-Barber & Jeffrey Barber Barbara & Ed Shapiro Jeana & Adam Colangelo Chinita & Michael Hard Pam & Stuart Mathews Virginia Hutcheson Stefani & Leonard Shavel F Melinda & Harris Collins D Lisa & Justin Harrison Sheila & Bill Matthews Jill & Robert Inches F Lori & Matthew Sidman Kristin & Terry Connell V Julie & Kevin Hayes Peter & Porter May V Stephanie & Matthew Kadnar V Jennifer & Tom Sleeper Jeffrey Coombs Danielle & André Heard F Leslie McCall & Andrew Dervan Deb Kay & Jim Dittmar Josh Solomon D Amber Coughlin & Ryan Ratts Mary & Tom Heiser D Maura McCurdy & Luis Santiago Jamie & Cynthia Kempner V Peter J. Solomon Family Foundation D Hope & Louis Crosier F Pam & William Holding Jessica & Jamie McDonald Joanie & Doug Kingsley F Abby Sosland & Mark Goodman V Elizabeth Crowley Joan Howland & William Webber D Robert McGehee V Charlotte & Charlie Kline Jennifer & Seth Stier Marie Cuddy Amy Hudson Jill Medvedow & Richard Kazis Tania & Gordon Kluzak F Keith Stuart Susan Cullman & John Kirby Skip Hughes & Barry Tubman Lynne Menichetti F Louise Totten Knabe F Nisa & Jeff Tannenbaum V Gary & Sharon Curhan F Douglas Humphrey Dr. & Mrs. Anthony P. Monaco F Cynthia & Jeffrey Leach D Kim & Christian Tosi Rick Curtis/Curtis Liquors Swanee Hunt/Hunt Alternatives Alex Moore Kate Lubin & Glen Sutton D Weil, Gotshal & Manges LLP Caroline Curtis Fund Tess Morton Mona & Scott Marimow Wells Fargo Foothill V Jeff Davidson Thomas C. Israel Christine Moynihan Polly & Kevin Maroni V Marilee Wheeler F Hilary & Baily Dent Monica Jang Laura & Greg Mulready Marion Martignetti Linda Wisnewski & William Collatos Ted & Coleen Dinneen F Community Foundation of Nicole & Terry Murray V Karl & Debbie Matthies Family Family Foundation F Nancy & Peter Drake D southeastern Massachusetts Cynthia Nguy ‘97 V Foundation Sara L. Wragge D Jennifer & Jeff Drucker - Hope and David Jeffrey Fund F Nathan Nunley Barbara & Richard Melvoin F Beth Duggan V Mr. & Mrs. Edward C. Johnson 3d Michael O’Brien Rebecca Melvoin/Melvoin PATRONS Betsy & Rick Edie F Brooke & Charles Kavoogian Linda & Whit Painter Foundation D $250 TO $999 McDermott, Will & Emery Charitable Lauren Keane Jennifer & Jonathan Paul Jim & Lisa Mooney D Foundation John Kennedy Laura & Steve Peck Caitlyn Ahlquist & Keith Carolan Victoria Moskowitz & Jennifer & John Eielson Nicole & Arvind Khanna Trish & Tom Perlmutter Martina Albright & Jon Bernstein V Lee Glickenhaus Barbara & John Emery V Tom Kier Samantha Perry & James David Dave Alexander Brooke & William Muggia Luise M. Erdmann D Erin & Hyung-Do Kim V The Pamela Woodley Alexander Kelley Murphy D Shannon & John Farley Sharon Kitchens Ekaterina Poulos Marie & Alex Attia Shelly & Ofer Nemirovsky Anne & George Favaloro Brian Knez Jonathan Prosky Robert P. Ball F Joseph Nolan Laurel & Ken Ferretti Debra Knez V Precillia and Matthew Redmond Alison Barnard Joe O’Donnell Andrea & Todd Finard Joy Kogut ‘96 Meredith & Matt Reed Leah Benson & Philip Whiteley Kelly & Frank Panayotou Penelope & Dan Fireman David Kreisler & Gwyn Williams D Scott Reid Fred & Tricia Bentley F Kim & Ernie Parizeau David Fish Chee Kwong Riverside Partners, LLC Meg & Tomas Bergstrand Mr. & Mrs. Stephen J. Pellegrino Sara & Peter Fleiss Connie & Peter Lacaillade Mark Roberts Sheri Berman & Gideon Rose/ Marsha & Justin Perreault Stephanie & Colin Flynn Audra & Harley Lank Stephanie & Adam Rogers The Baobab Fund H Gerard & Lisa Marie Phelan V Lauren Fontenot & Tim Bottomley Mr. & Mrs. David S. Lee F Mr. & Mrs. Matthew L. Root V Elizabeth Berylson Andrea & Karl Reid Walter Garbacik See Yee Lee Jennifer Schmelter & Juan Rivera V James Berylson D Louis & Cynthia Ricciardi D Elizabeth & Augustus Gardner Roberta & Geoffrey Levy Margaret Schoelwer Kathryn & John Boger Scott Friend & Leslie Riedel/ Aron Gelbard Mr. & Mrs. Jon R. Lind F David Schroeder, M.D. William M. Boyd II V hARRis Family Foundation F Kelly & Michael Glew F Lauren & James Lipscomb V Mark Selby Donal Boyle Jean Weinberg Rose & Jeff Rose F Allison & Matthew Godoff Fran & Steve Lockwood V The Shane Foundation F Katie & Paul Buttenwieser D Nitin Saigal Cindy & Steve Gormley William Macaluso Robert F. Shapiro, Jr. F 12 Tushara & Kris Canekeratne Rebecca & Mark Scheier Robin & Rick Goulding Lynda & Kevin Macdonald Nina Sheff Catholic Memorial School Anne & Ed Schmults Jessica Greenberg & Rob Bombardier Kristen Madden & Greg Lauze Mark Simmons Jr. Hillary & Jason Chapman D Marie & Mark Schwartz Donald & Martha Greenhalgh D Francis & Donna Maher F Matthew Slovik V Tyler Chapman Barbara & Tim Schweizer Linda Haft & Michael Sherman Jason Manganello Dana & Robert Smith V Teresa & Douglas Chope Caterina & Dan Schwinn F Elizabeth & Andrew Hahn H Nancy Lurie Marks Johanna Smith V Robert Clagett Robert G. Segel & Janice L. Sherman D Becky, David, Margie & Clayton Marsh V Mason Smith & Gordon Green F Meredith & Gene Clapp Meredith & Christopher Shachoy Tucker Hamlin V Mr. & Mrs. Carmine Martignetti Vivian & Lionel Spiro Kimberlee Bachman Orly Clerge Katie Egan Bryan Grulke Maureen & Ted Steckel Heather Bailey Siobhan Clune Angelique Eliopoulos Jose Luis Guerrero Robert A. M. Stern F Laura Bange Andrew Cohn & Marcia Leavitt Diana Ellsworth Jennifer Guire Trina & Newcomb Stillwell Jonathan Bannet Leah Collins Eric Engdahl Julie Guire Regina & Kevin Sullivan Michelle Barczak Joanna Confalone Sharon & Stephen Engler D Lucy Gutman Brian Swett/Calvert Foundation Molly Barefoot Timothy Connell V Epstein/Carver Family Jeff Hamilton Matthew Tambiah Per Barre Alison & James Connolly V Foundation F Leslie & Michael Hammer F Sandra & Bob Taylor Suzanne J. Battit V Lauren Cornella Meagan Everett Matthew Handorf Laura Hodges Taylor & Scott Taylor Amy Becker Dave Costello Armaghan Farooq Kristin Hanley Matthew Tedeschi Victoria Bendetson Jessica Courtney John Faubert & Elizabeth Pratt V TJ Hansberry Jean Transtamar Jennie Benza Sarah & Will Crump Tobey & Mark Fidler F Cynthia A. Harmon James Tremble Brent Berc Bill Cunningham Edward Fish Jessica Harmon Matthew Troila-Kelliher Sofia Berger Sarah Curley Jeff & Katie Fishbone V Elizabeth Harold & Matthew Stevens Jean & Raymond Troubh H Brian & Susan Berube D Lilla Curran Felicity Fishman Catherine & Lionel Harris Nancy & W. Anthony Ullman F Reneé & Warren Besser Erin & Matthew Curtin Marisa Fiumara Betsy & David Harris Allyson Valentine & Mike Tarson Andrea & Tatum Bevis James L. Curtis Michael Flaherty Rachel Harrison & Trevor Fitzgerald Anna Vouros Kaitlyn Blanchette Natalie Curtis Nancy Flanagan Baron Hartley D Caitlin Wagner Michael Blank Abigail Daley Allison Floam Pauline Harty Lucas Walsh Ben Bodamer Elizabeth Danaher Jesse Foote Emily & Tom Haslett F Jessamine Wigfall Ebba Bonde Shelagh Danaher Calvin Ford Dr. & Mrs. George Hatsopoulos F Douglas & Abigail Wolfson F Lauren Bonner Joann Presti Daskalakis & Kimberly Frazier Nicole Hayes Shari Wolkon Scott Bookman Ari Daskalakis Kellie & Rob Freeman Nancy & Robert Hayes F Basak Yeltekin Marsel Borova Lauren & Drew Davis Elizabeth & D. Richard Friary Bonnie Heiple Caroline & Donald Young Alison Boyle Erica Davis Jennifer & Will Fulton Ayres Heller Deb Zaffiro Sarah Branstrator Brooke Davis & Chris Hogan Nora Furman Farron Henry Tim Brennan V Christina De La Cierva Peyton Gallagher Ryanne Herook & Ryan Davey FRIENDS The Brimmer and May School V Andrew Demakes Joshua Gallitano Jennifer Hinson UP TO $249 Meg Brogan Charlie Devens Kate Gannon David Hirsch Devareaux Brown ‘91 D Michelle DeYoung Laurence E. Garcia D Adam Hirsch/Hirsch Anonymous (6 Gifts) Donavan Brown ‘95 V Thomas Divinagracia Anna Geraty & Jonathan Smedley construction Corp V Abigail & Jeff Ackerman Zack Bryden Erin Docherty Alan Ghelberg V Wisam Hirzalla David Ahlquist Christopher Buell Robert Dolliver David Ghilardi Kara Hoagland Jennifer Akins Nate Buffum Jennifer Donlon Jonathan Gistis Jennifer Holden Katie Amber Kristen Buppert V Jill Donovan Tobey Glazier Richmond Holden Kaitlyn Ammendolia Leesa Burgess & Brad Truesdell Kaitlin Donovan Laura & Marc Glennon Sheree & Russell Holmes Jake Anderson Cameron Burnham Jake Dore Sandra Glucksmann & Sara Holt Karen Anderson Janessa Buttaro Betsy & Andy Doyle charles Haverty Stan House Richard M. Anderson Mr. & Mrs. Lawrence Byrnes F Eliza Drachman-Jones Kate Golden & Hamilton Wood Benjamin Hron Tharon Anderson Robert J. Carpenter Christine Driscoll Rachael & Andy Goldfarb Denise & John Hull Cara Angelopulos Sarah Casey Jeffrey Driscoll V Emily Gopstein Lisa & Ben Humphreys 13 Ngozi V. R. Anidi ‘98 Bruce Chafee Zachary Drozda Philip Gordon Ryan Hurd Paul Archibald V Shang Chen Brandon DuChateau Melissa Gorham Jon Hyett Doug Arsham Rita H. Chen Alyson Dudkowski Mike Goumes Margaret Jackson Lauren Asay Kimberly Cinnamond & Eric Galardi Dana Duncan Ellie & Geoff Gray Sufia & Yasin Jamal Christian Atwood Jamie Clark Timothy Egan Wanda M. Holland Greene Scott Jemison Joseph Avellone Nick Clark Staci Gruen & David Yablon Margaret Jenkins Bethany Macdougall Jon O’Donnell Anja Saloranta Matt Tepper Kathryn Jigarjian Mark MacIsaac Thomas L. P. O’Donnell/ Alex Saltzman Lynne Mooney Teta & Anthony Teta David & Mary Johanson F Ken MacLaurin Ropes & Gray LLP F Daniela Saltzman Danielle & Tim Thalman Erin Johnson Patrick Malloy Donna & Robert O’Leary V Leila Samara Kate Thomas Char Joslin & Les Cheek Shari Malyn & Jonathan Abbott D Maggie O’Mara Anni & Charles Santry Joe Thompson Drs. William & Carolyn Kaelin Laura Mangurian Richard Offen Michael C. Saunders V Kevin Tidmarsh Kathryn Kargman Chris Mansfield Tamara Olsen V Tedd Saunders Jennifer Tierney & Patrick Connolly Serge Kassardjian Michael Marshall F Joe Onstott Karyn Scheier & Stan Dolberg Jeremiah Toomey Sarah Kaster Andrew Martland Casey & Steve Owen V Chris Scherbel Mark A. Tracy D Margot Kearney Anthony Mathieu ‘02 Mickey Palone Maria Schiff & Michael Cooperman D Chau Tran Allison Kent & Rob Trumbull Annsley & Robert McAleer Julie Park JennyLou & William Schoelwer Kevin Tran ‘94 V Aman Khaira Alison McArdle Katherine Parker Susan & William Schoelwer Lisa & Richard Tucker Laurent Kinet Bailey McCool Taylor Parrott Rebecca Schulman & Tracy Van Dorpe & Phil Drapeau Sarah Klaman Kari McDowell Elizabeth J. Peavy william Havemeyer Christiana van Vorhees Ariana Klitzner Tricia & Geoffrey McGean D Sarah Peck Lisa Schulz & George Mandt Arivee Vargas Sarah Klopfer Molly McGuinness Liana Pedi Joseph Schwartz Kim Vasquez Metaxia Kolokithas Jeff McGuire Virginia Pedroletti Bill Seibel Christy Von der Ahe Bulent Kozlu Joan McKeon Morgan Pendergast Eliah Seton Allison Walsh & Mark Burgiel Stuart & Susan Krusell Katherine McManmon Enrique Perez Timothy Sheehy Kate Walsh Meenal Kumar Christine Meiers Mark Peterson Kathryn & Jonathan Shepherd David K. Wanger & Nandini Kuragayala Jane Meng Hayley Petrillo Natalie & Joel Sibley Gwendolyn F. Kane-Wanger Erin Laetz Janet & Larry Milder Karen Pick F Claudia Silva Fred Warburg Annette Lamb Dena Milligan Morgan Pierson Dr. Richard Silverman D Elizabeth Ward Stephen Lampert Rebecca Monroe Ania Pikovsky & Philip Auerbach Brad Simmons Alexis Watts Lori & Eric Lass Arlan Montalbine Alex Plaisted Michelle Simon Alex Wayman Laura Moberg Lavoie & Brian Lavoie Sarah Montgomery Katie Powell Rebecca Simonds Jennifer Weingarden David Lawton Jayne & Mike Morin Alison Powers Alyson G. Singer Jenn Welch Lindsay Leal Lee Motayed Ellen Powers Smart Permanent Coating Systems William Wellons Jennifer Leisman V Carreau Mueller Alison Premo Marcy Smirnoff V Daniel Wells Jill & Andrew Leisman Peter A. Mullin Gillian Quinn David Sontheimer Jennifer Wells & Heath Kramer Jessica Leonard Kevin Mullins Meredith Railsback Caroline & Alex Stangle David Wendell Myrna & Richard Levine Lauren Murphy Suzanne Rapp-Troyer & Arthur Stanton Danaë & William Wharton Charlotte Lewis Andrew D. Myers douglas Troyer Karen Starr Betsy Wheeler V Geoff Lewis V Christopher Naumes Dana Reder Joan & Robert Stein Andrew Whipple Jennifer Lewis C.J. Navins D Debbie & Joel Reisman Christopher Stoner Dana & Greg White Laura Lewis Nishant Nayyar Tobias Reiss-Schmidt Erling Strand Mike White Tyler Lewis Matthew Neidlinger Chris Resch Andrew Sullivan Renee Williams John Lieb Elizabeth & Marshall Neilson D Will Reycraft Anna Sullivan V Christie Wilson Erik Lien Diana Nevins Abbey Reynolds Katharine Sullivan Samuel Wilson 14 Anna Linderum Max Nibert V Andrea Riposati Lisa Sullivan Stephen Wolfe Miles Littlefield Arndt Nicklisch Jessica Ritter Jacqueline Sutro Natalie & Roderick Wright Andrew Loucks Maggie Niekrash Michael Rodriguez Nicole Sweeny Marissa Lowman Catherine Norton Katie Rogers Philip Swisher This report is accurate to the best of our knowledge. Ted Lubitz Doug O’Brien Margaret Royston Carla Tardif We sincerely apologize for Michael Lyons Niall O’Connor Justin Ruane Christine Telyan any error or omission. William T. Lynch & Ingrid G. Larson F Christine Russell Steppingstone would like to Steppingstone would like to Berylson Fund for Summer Opportunities Fund Project Identity Summer Institute thank the following corporations thank the following corporations Leadership Development on the campus of Morehouse for their generous support. for their matching gifts: There are many summer programs College. The program gives rising Recognizing that attracting that provide students with academically gifted sophomore $5,000+ Abrams Capital and retaining staff is a key issue experience or academic skills that and junior African-American and The GE Foundation for not-for-profits, Amy Smith will help them stand out from the other minority male students a The Charles Hotel Grantham, Mayo, Van Otterloo Berylson and John Berylson have college applicant pool. In 2006, glimpse into academic college

& Co. LLC established The Berylson Fund The Steppingstone Foundation life. The three-week residential UP TO $4,999 John Hancock Financial for Leadership Development to created the Summer Opportunities program replicates the college services, Inc. provide Steppingstone’s leader- Fund to provide Scholars in Barefoot Wine & Bubbly experience with an intense Microsoft ship staff with the opportunity to high school with the financial Bikram Yoga Boston/Bikram Yoga curriculum and enrichment The Plymouth Rock Foundation engage in high-level professional assistance they need to participate John Curtis Photography activities to assist in developing Wellington Management Harvard Square development opportunities in in summer programs that will their academic, social, and leader- company, LLP Chef Simplicity order to best serve the needs of strengthen their candidacy as ship skills. Wells Fargo Foundation Dianne P. Miller a growing organization. applicants to four-year colleges. Excelsior Restaurant Gifts were made to In 2009, Scholars took part in Noble and Greenough junior In 2009, The Berylson Fund Fireplace, LLC Steppingstone in honor of the the following programs: Cassandra Desrosier ’04 spent supported the design and imple- Flavia Beverage Systems following individuals: the summer on the campus of The Four Seasons Hotel, Boston mentation of a new employee Boston Latin Academy freshman American University in Washing- evaluation system to increase Yvesha Bellevue ’06 participated Grill 23 & Bar BB&N Class of 1997 ton, D.C., taking courses at the performance, motivation, and in The National Youth Leadership Irving House at Harvard The engagement of Jonathan School of Communication (SOC). Janis H. Sanders Block & Jennifer Berylson Block job satisfaction. Forum on Medicine (NYLF/ Students explore the world of Lindt & Sprungli Brian Conway In September 2009, Yully MED), which introduces communication through hands-on Looc Boutique Nomi Conway Cha, Executive Vice President of outstanding high school students noncredit courses taught by SOC Naveed Nour Eliza Drachman Jones Programs, completed her M.B.A. to the world of medicine. The faculty as well as working Port Lighting Systems Elizabeth & Eric Gutterson at Babson College, which was 10-day program connects students professionals including journalists, The Prop Factory Brett Harwood & Family funded by the Berylson Fund. with professionals from some of filmmakers, and web writers and Super Fitness Mary Hull & Mark Baranski We are grateful for the the nation’s top medical centers designers. Tayrona Tegan Leonard Berylsons’ thoughtful and gener- and faculty from renowned insti- Tie Your Apron Isabelle & Ian Loring ous investment in Steppingstone’s tutions of learning. Aliyah Harris ’06 of Boston Tiffany & Co. Betty Lunsma future. Trinity Academy spent the summer Vinodivino Virginia & Michele Mulhern Megumi Milla ’06 participated before her freshman year at the The 85th birthday of Alvan in the SEARCH Program at Emerson Young Writers Program. Rosenberg Mount Holyoke College the The program gives high school Bill & Carol Schroeder summer after her freshman year at writers the opportunity to hone Bill & Nina Schroeder Brimmer and May School. their writing skills as well as meet Natasha Velickovic ‘91 The program is designed for other young writers. The program 15 young women who have done features classes designed to help well in high school mathematics. students focus on fiction or poetry, as well as other genres including CJ Masdea ’07 spent the summer screenwriting and memoir writing. before his sophomore year at

Boston University Academy at Consolidated Financial Statements for December 31, 2009

The Steppingstone Foundation, Boston, and Steppingstone Scholars, Inc., Philadelphia

Boston Philadelphia Total Boston Philadelphia Total

Consolidating Schedule of Financial Position Consolidating Schedule of Activities

Assets Revenue, Gains and Other Support Current Assets Fundraising Events 794,804 228,675 1,023,479 Cash and cash equivalents 78,331 98,203 176,534 Less cost of direct benefit to donors (154,713) (127,760) (282,473) Contributions receivable 354,935 229,601 584,536 Net Fundraising Event Revenue 640,091 100,915 741,006 Prepaid expenses and deposit 151,718 13,559 165,277 Cash restricted for endowment - 1,000,438 1,000,438 Contributions and grants 1,895,602 1,779,072 3,674,674 Investments 3,691,519 - 3,691,519 Growth campaign contributions 8,832 - 8,832 Beneficial interest in perpetual trust - 54,105 54,105 Interest 10,629 1,630 12,259 Property and equipment, Other income 2,407 512 2,919 at cost less accumulated depreciation 103,118 11,351 114,469 Membership Income 61,920 - 61,920 Total Assets 4,379,621 1,407,257 5,786,878 Realized & unrealized gains on investments (35,781) - (35,781) Gain on beneficial interest in perpetual trust - 10,658 10,658 Liabilities & Net Assets Total Revenue, Gains & Other Support 2,583,700 1,892,787 4,476,487 Current Liabilities Accounts payable and accrued expenses 519,492 16,012 535,504 Expenses and Losses Deferred revenue 50,877 52,000 102,877 Program Services Total Liabilities 570,369 68,012 638,381 The Steppingstone Academy - Boston 2,659,401 - 2,659,401 Net Assets Scholars Program - Philadelphia - 590,992 590,992 Unrestricted National Partnership for Educational Access 318,795 - 318,795 Operations 2,105,848 55,101 2,160,949 Replication 176,999 - 176,999 Board Designated 1,000,000 - 1,000,000 Total Program Services 3,155,195 590,992 3,746,187 Total Unrestricted Net Assets 3,105,848 55,101 3,160,949 Supporting Services Temporarily restricted 703,404 240,004 943,408 General and administrative 419,451 221,347 640,798 Permanently restricted - 1,044,140 1,044,140 Development 526,384 165,675 692,059 Total Net Assets 3,809,252 1,339,245 5,148,497 Total Supporting Services 945,835 387,022 1,332,857

16 Total Expenses 4,101,030 978,014 5,079,044 Total Liabilities and Net Assets 4,379,621 1,407,257 5,786,878

Change in net assets (1,517,330) 914,773 (602,557)

Net Assets at Beginning of Year 5,326,582 424,472 5,751,054

Net Assets at End of Year 3,809,252 1,339,245 5,148,497

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

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

Bill MIles Photography Di Santo Design Barton Productions Hanson Printing Company

© 2010 The Steppingstone Foundation

This brochure has been printed on recycled paper

17 The Steppingstone Foundation does not discriminate on the basis of race, color, marital status, religion, age, gender, sexual orienta- tion, national origin, or handicap, as defined by law, in any of its admissions, programs, or employment practices. This report is accurate to the best of our knowledge, and we sincerely apologize for any oversight About Steppingstone or error.

® Founded in 1990, The Steppingstone Foundation is a non-profit organizationThe Steppin thatgstone develops Found andation is implements programs which prepare urban schoolchildren for educationalgrat eopportunitiesful to the foll thatowin leadg individu to als college success. Based on the premise that, regardless of circumstance, achildrennd firms can achieve at high levels academically if given the proper preparation and support, Steppingstonewho don programsated or discoun emphasizeted their ser- rigorous standards and achieve meaningful results. vices to make the design and printing of this annual report possible: Steppingstone programs include: John Curtis Photography, John Curtis Karen Snyder Photography, Karen The Steppingstone Academy Boston Snyder Steppingstone Scholars, Inc. Philadelphia Di Santo Design, Rose Di Santo The Steppingstone Academy Hartford Barton Productions, Judith Barton National Partnership for Educational Access Smith Hanson Printing Company, Paul For more information about Steppingstone, you can reach us at: Cicone

©The Steppingstone Foundation 2009 The Steppingstone Foundation

This brochure has been printed on recycled paper.

155 Federal Street 18 Suite 800 Boston, MA 02110 617-423-6300 phone 617-423-6303 fax www.tsf.org