annual report 2018 - 2019 we believe

At SMART, we believe in the potential of every student. We believe that a young person’s future should not be determined by the circumstances into which they are born. The fact that in the only 1 in 10 low-income students makes it to and through college is not an inevitability. Our program’s results show that as a community we can do much better.

At SMART, we believe that in order for all students to thrive, we must build strong partnerships between families, schools, and communities. We believe in nurturing relationships with each student and attending to each student’s academic, social, and emotional needs. We believe in sustained, long-term support for our students and families. We believe in the power of collaboration and in harnessing the power of data to drive impact. We believe dreams can come true.

We believe our Scholars are our future. Thank you for believing in us. our impact

of Scholars will be 97% first-generation college 100% students number of students served in the 2018 - 2019 school 305 of SMART year

seniors QuestBridge College Match 2 Scholarship recipients graduated Jack Kent Cooke Foundation 1 high school College Scholarship recipient

& enrolled of SMART families speak 81% a language other than in college. English at home $45,000 average income for a family of four CLASS OF 2019 COLLEGE ACCEPTANCES

Amherst College* State University*

Barnard College* San Jose State University

Beloit College Santa Clara University*

Cal Poly Pomona Sonomoa State University

Caly Poly San Luis Obispo Spelman College

Chico State University St. Olaf College

CSU East Bay Tufts University*

CSU Fullerton Tulane University

CSU Long Beach UC Berkeley*

CSU Monterey Bay UC Davis*

Dominican University* UC Irvine*

Fullerton College UC Merced

Grambling State University* UC Riverside

Howard University UC San Diego

Lewis and Clark College UC Santa Barbara

Loyola Marymount University UC Santa Cruz

Mills College University of San Francisco

Occidental College* University of Southern *

Saint Mary’s College Whitman College*

San Diego State University *Scholar enrolled our finances

Other Income REVENUE 0.5% Individual Contributions $1,697,791 Earned Income 2.3% Individual Contributions Foundation Grants $473,000 68.9% In-Kind Contributions Corporations $175,125 2% In-Kind Contributions $50,050 Corporations Earned Income $56,980 7.1% Other Income $12,017

TOTAL UNRESTRICTED Foundation Grants REVENUES $2,464,963 19.2% EXPENSES Summer Academic Summer Academic Enrichment Program Enrichment Program $107,986 5.9% Middle School

Middle School Achievement Program $447,473 Achievement Program College Achievement 24.5% Development Program $432,104 22.6% Enrollment $237,501 Administration $187,287 Development $413,835

TOTAL EXPENSES $1,826,187

Administration 10.3% College Achievement Program Cash in Bank* $1,071,222 23.7%

Enrollment 13% *As of Fiscal Year End, June 30, 2019 Alyssa Warnock Michele & Pete Williams Mark Wilson & Deborah Dalzell our supporters Jacob Ziemann & Jessie Rhodes $300,000+ Nick & Charlotte Giovanni Bradley De Foor & Emily Peters Johnson $2,500 - $4,999 Lyna Lam & Chris Larsen Jennifer Jarrett & Billy Trolan Doug & Michele Dillard Anonymous (2) Holly Johnson & Parker Harris Martha Ehmann Conte Jake Anderson & Deborah Bialis $100,000 - $299,999 Scott Jordon & Kim Thompson First Republic Bank Chris & Jennifer Brahm Anonymous Junior League of San Francisco Frank, Rimerman + Co. LLP BTIG, LLC Roger & Clarissa Lee Family Fund Adam & Tonia Karr Alex & Leslie Gleser BVF Partners L.P. James King & Eden Godsoe Goldman, Sachs & Co Matching Gift Program Byron & Allison Deeter $75,000 - $99,999 Kirkland & Ellis LLP Goldman, Sachs, & Co Matt Dillard The Harry & Jeanette Weinberg Bre Kuhl & Kieran Collins Vishal Grover Michael & Jessica Eisler Foundation Molly & Chip Linehan Frank Gutierrez John Fisher & Jennifer Caldwell Maja Lithander Smith & Adam Smith The Hamlin School Todd & Deborah Frederick $50,000 - $74,999 Vanessa & Spike Loy Ramsey Homsany & Vijaya Gadde Judith & Timothy Hachman Matthew & Stacy Perry Kristin & David MacKnight Katherine Delmar Burke School Oliver & Elizabeth Jenkyn David Stiepleman & Carey Lifschultz Magistro Family Foundation KPMG LLP Robyn & Michael Mangini The McBaine Family Fund Guillaume Lardeux & Ancita Macabantad- Marin Country Day School $25,000 - $49,999 Vijay & Audrey Mohan Lardeux Dana Marineau Caerus Foundation, Inc. Morgan Stanley Erez & Meredith Levy Christina Mazzola The Cameron Schrier Foundation Kanishka & Renee Pothula Lowell & Betsy Lifschultz Ebe Metcalf & Molly Pope Lampert Byrd Foundation Qatalyst Partners Kevin & Leslie Linker Michael & Naomi Neruda Ropes & Gray LLP Paul & Sara Recktenwald Thomas McCleary Peter E. Sills Family Foundation Greg & Laura Spivy Annie Robinson Woods & F. Montgomery Andrew McCollum Cary Platkin & Leslie McKnew Susan & David Tunnell Woods Bobby & Andrea McTamaney Regan Pluim The Walther Foundation Ned & Maya Segal Mason & Anna Morfit Krista Ramonas & Gordon Rubenstein Alan & Charlotte Waxman Stanley S. Langendorf Foundation MUFG Union Bank, N.A. Elizabeth & Scott Roberts TPG Sixth Street Partners Lama Nachman Terry & Victoria Rosen $10,000 - $24,999 Nicola & Claudia Volpi Needham Foundation Trust Salesforce.org Anonymous (3) Jamie & Rory Weinstein Aidan & Kasey O’Connell San Francisco Friends School Pamela & John Ball Wells Fargo Foundation Pantheon Ventures Nicholas Sands & Renee Linde Bengier Foundation Rob Weltman & Janice Butler Boris Putanec & Jeana Toney Ross Sappenfield & Laura Brugger Anne & Brian Berger Salle Yoo & Jeffrey Gray Doug & Tara Rappaport Glenn & Lori Shannon The Capital Group Companies Charitable Kay Yun & Andre Neumann-Loreck Lauren Rosenbaum Kate & Ted Smith Foundation Samantha & Scott Zinober Geoff Rushing & Pam Burke Suzie S. Thorn Family Foundation Ann & Paul Chen Sandy Zweifach & Nina Kjellson Jessica Rybka & Aroon Ramadoss Scott & Angela Crabill Mihir Shah & Julia Shafer $1,000 - $2,499 Crescent Porter Hale Foundation $5,000 - $9,999 Vic & Lee Sher Anonymous Brian Davis & Michelle Gill Bank of America Merrill Lynch Erich Sollman Jugdeep & Sumeet Bal Jason & Sarah DiLullo David Cannon & Bridget Maley Debby Soo Jillian & Thom Bales Dodge & Cox Investment Managers Cathedral School for Boys STG Partners Vickie Barret Jonathan Ennis Saran Chari Mark & Chloe Sugarman Brad & Susan Berenson Chris & Lisa Farmer Steffany & Rob Chisholm The Swig Foundation John & Gretchen Berggruen Genentech Cooley LLP Town School for Boys Melinda Bihn Genesys Telecommunications Credit Suisse Whitney & Nick Vanderboom Kandi Brandreth Kevin Cameron & Amy Busch James Ouyang Bonnie Firestone Alice Cahan Cristina Casacuberta Melissa Paoloni Elizabeth Gallucci Simon Clark Kate Claassen Alison Park & Andrew Poutiatine Charles Gately Scott Reed Cooper Alexandre Dayon Joshua & Jennifer Peck Kathryn & Fred Goldman Brian Davis Brad Dejean & Samantha Bley DeJean Jim & Vicki Penny Goldstock Charitable Fund Judith Fink Deutsche Bank Americas Foundation Shoban & Anamika Pothula Jay Grant Ellen Kaye & William Fleishhacker Clara Ditter Preston Raisin & Diana Montgomery Lindsay & Aaron Gruber Jessica Flemming Abhijit Dubey & Anu Vege Dubey Tim Rosewall-Godley Tricia Gugler Jackson & Bianca Gates Christina & Jad Dunning Ross Stores Foundation Earl Hampton Fif Ghobadian Deborah Dyer Sergio Rybka Justin Harringa Shelagh & Peter Godsoe Martin Encinas Leon Dilara Saatci Burns Jones Corinne Goode Rachel Euretig Amarjit & Simi Sahota Igor Klyashchitskiy Jennifer Grogan Quinlan Fang Andrew Schafer Orna Konig Roger Hansen & Courtney Damkroger Jennie & Konrad Feldman Mathias & Nicola Schilling Susan LaMarca Rachel Hollister Don & Tomoko Fortune Leyla Seka Charles Liao Maha Kadafour Kimberly Fullerton Randy Seriguchi LinkedIn Matching Gifts Program J. Hovey Kemp Kimberly Garfinkel Misha & Cory Shea Robert Markovich Michael Kwun & Sigrid Anderson-Kwun Katherine Garrett Robert Sheedy Richard Metzler Richard Maggioto & Tara Boland Bobbie & Jamie Gates Jessica & Eric Spaly Jim & Jennifer Mills Sandra McEntee Anand Gohel Josh & Jenny Stein Netflix Inc Holly Meave Google Matching Gifts Program Edward & Claire Stiepleman Mike & Christina Nooney Ben Mok Amy Guastello Gabrielle Tenaglia Lily & Conor O’Neill Laura Mosson Lorri Hamilton Durbin Morgan & Greg Thorne PG&E Corporation Foundation Martin Osorno Laurette & Alex Hartigan Joseph & Dina To Deirdre Pharr Jong Park Kathleen & Benjamin Horne Gavin Turner Amy & Garrett Price Dana Perkins Kyle Jessen Amanda & Matt Valentino Alexander Purtill Sandra Rutova Sheri Kahn Elizabeth Van Schaack & Brent Lang Laura Rende Senthil Sadasivam Mitchell & Nancy Kaye Catherine & Wister Walcott Chris & Jennifer Riedy Ted Saltveit Ali & Chris Keegan Mai Mai & Paul Wythes Jared Rodecker Lori Senecal & William Grogan Aaron Keller Monica Yang Lucy Runkel Selena Shadle Andrew & Lauren Kowal Mark & Andrea Zola William Russell Kelly & Elana Shea Nathan Ladyzhensky Victoria Rybka David Sohn Scott & Jane Lederman $500 - $999 Yvonne Ryzak Julia Takeda Lani MacKenzie Anonymous (5) Rachel Shay Jordana Tann Susan Marineau Newsha Ajami Meena Sidhu Lisa Tarter Andreas Martin Michael Bade & Rebekah Wolman Curt Sigfstead & Lara Witter Clifford & Jonathan Tong Dalynn May & Christopher Ferro Narcisse Bakhsh Sara & Kevin Singerman Sabry Tozin Thomas Mazawa Ron Bannerman Dunja Solari Tony & Erin Trousset Sarah McCourt & Alex Kryska Maurie Ann Bar-Tura Molly Wadhwani Ruth & Roger Wu Jennifer & Adam McDonough Joe & Tina Bou-Saba David & Lisa Meaney Stephen Burton $250 - $499 Up to $249 Mary & Jeff Miller Robert & Cheryl Byron Anonymous (2) Anonymous (16) Kimberly Mulligan Steve & Christina Carroll Apple Matching Gifts Program Anastasia Adam Jennifer Nagle Emily Cashwell Sabra Ballon Sandra Aguayo Patrick & Austy O’Brien College of William & Mary Prosenjit Bhattacharyya Reanne Aikawa Oracle Corporation Matching Gifts Dodge & Cox Gift Matching Program Nick & Janet Bijur AmazonSmile Program Margaretour & Chih-Chen Fang supportersShifra Bronznick Kevin Andjulis Emily Auchincloss Megan Fitzpatrick Roblin Meeks Jessica Santosco AnnMarie Baba Jon Fok Rohan Mehra Carissa Sawyer Amy Baker Joseph Francia Katherine Menge Ellen Schecter Battelle Jay Frank Alyssa Merwin Clarissa Shah Katherine Baudler Richardour Friday supportersJanet Milkman Kevin Shea & Lauren Wagner Brendan Beesley Lauren Gallup Elizabeth Milum Laurie Sherman Susan Begelman Jessica Gardezy Rachel Mitchell Lisa Spinali Kay Berkson Steve Giannone Paul Mithun Terence Stewart Luke Billingsley Denise Gray Steve Mnich Lane Stilson Kara Bischak Carmen Guiterrez Alice Moore Jill Sturgis Monica Bobadilla Vicente Gutierrez Shawhin Mosadeghzad Connie Tan Yvette Bonaparte Zach Haitz Haley Moskow Daniel Taylor Ian Booth Reed & Iliana Harasimowicz Matt Mullenax M. Morgan Taylor Elizabeth Brauer James Harrity Joanne Muller Elliott Temkin Teresa Buis Bill Hart Patrick Nelligan Joe Theisen Andrew Burton Brooke Hartley Alexandra Nelson Brian Theisen Katherine Byrnes Matt Hickman Chase & Kari Newman Karen Thompson John Callander Emily Hills Virigina Nido Jess Toochin Steve Camahort & Elizabeth Clark Natalie Holland Ryan Nordvik Matthew Treadway Matthew & Pip Chagan Scott & Catherine Hunter Paul O’Neill Emily Trinh Steven Chanan Anna Huynh Corrine & Michael Olague Joshua Tripp Jonathan Chin Dawn Iparraguirre Teresa Olsen John Trowbridge Chubb Jeffrey Jackson Charles Olson Eva Tsoi Kyle Corcoran Chris & Kristine Keane Joe Ouyang Sofia Vegarra Brian Cragg Alexis Kenny Caroline Park William Wallace Benjamin Crist Jesse Kerns Chan & Haingja Park Dominique Williams Gillian Curran Jennifer & Blake Kim Murthy Parthasarathi Alex & Allison Wong Joshua Decker Yong Kim Kaiyvalya Patel Sogoal Zolghadri & Rory Birmingham Emerald & Antonio Del Balzo Cory Kincaid Kathleen Peyton William DiCamillo Katherine Kinner Mark & Sheree Pirie In-Kind Contributions Margaret Distler Saurabh Kohli Ludmila Pontremolez Stephanie Bailey Donna Dragos Luke Kopakowski Cliff Quan Hanna Winery Paul Dragos Olivia Kragen Tal Raviv Jennifer Jarrett & Billy Trolan Kevin Duan Matthew Kruvant Amanda Raynor Lagunitas Brewing Company Paul Dunham Alykhan Kurji Jacqueline Richter-Menge Stacy & Matthew Perry Nur Duygun Maria Laguardia Benjamin Riedel Sheppard Mullin Marcus Edmonds Ben Liotta Corinne Riley Mary Ehren Kathryn Loper Ripple Emerson Eichler Douglas Lowney Donna Roaring Estipona Saluta Paul Elias Dan Lynch Marisa Rodriguez Maricela Encinas Niall Mac An Tsionnaigh Jeff Rohrkemper We greatly appreciate each gift given in support Nate Evans Michael Martinez Megan Roszak of SMART, and we have made every effort to Andy Fang Hannah Maslar Wayne Ruden & Mary Paeng ensure the accuracy of this listing. Please notify Kelly Brian Shea, Director of Development & Margaret Fee Pierre-Alexandre Masse & Dai Pham Andrew Ruder Communications, of any inaccuracies or omissions Ryan Field Michael & Michael Mattheakis Andrea Sallstrom by contacting him at [email protected]. Letizia Figg Alanna McCabe Robert Samuelson We regret any errors. Jeffrey Firestone Karen McCahill & William Grogan Nisouri Sananikone our board of directors

Lisa Farmer (Chair) Alison Park David Cannon (Vice Chair) Stacy Perry Jennifer Jarrett (Treasurer) Kanishka Pothula Carey Lifschultz (Secretary) Aroon Ramadoss John Ball Maya Segal Anne Berger Randy Seriguchi, Jr. Martin Encinas Leon Michele Williams Kate Garrett Sanford (Sandy) Zweifach Eden Godsoe

Jeffrey Gray Directors Emeritus Roger Lee (Co-Founder) Jennifer Goldstock Wright (Co-Founder) Maja Lithander Smith Charles M. Linehan (Co-Founder) 1061 Market Street, Mezzanine San Francisco, CA 94103 T: 415.865.5400 F: 415.865.0505 [email protected] www.thesmartprogram.org