The Steppingstone Foundation Annual Report 2019

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sstteeppppiinnggssttoonnee''ss m miissssiio on i s t o p r e p a r e students from historically marginalized communities to access, navigate, and graduate from college. in boston, we provide academic, socialemotional, and college readiness programming from as early as fifth grade a n d c o n t i n u i n g t h r o u g h ccoolllleeggee graduation. nationally, we connect the people, practices, and innovations essential for eliminating barriers to college and career success. we envision a more just and equitable world where all students can actualize t h e ll ii ff e n ss ff o o rr m m ii n ng g benefits of a e -- tt rr a an college degree.



"I still think about the kids who don’t have the opportunity to be a Scholar and how Steppingstone could give that opportunity to other kids if they had the resources for it. It makes me glad that I got to be a Scholar because I don’t know what I’d be doing without Steppingstone." —Elainny Guzman College Success Academy, Class 8

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donors LIFETIME GIVING Anonymous (4) Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Mrs. Leonard Block Karen & Brian Conway Michael P. Danziger Peggy & Dick Danziger The Charles Hayden Foundation Isabelle & Ian Loring One8 Foundation Kimberly & James Pallotta Medha Sinha & Bart Epker Richard and Susan Smith Family Foundation: Richard Smith, John G. & Amy S. Berylson & James Berylson, Jonathan Block & Jennifer Berylson Block, Robert Katz & Elizabeth Berylson Katz, Robert & Dana Smith, Debra S. Knez, Jessica Knez & Andrew Knez FOUNDERS' CIRCLE $100,000+ Anonymous Anonymous (2) Amy S. Berylson & John G. Berylson Mrs. Leonard Block Karen & Brian Conway One8 Foundation Isabelle & Ian Loring Medha Sinha & Bart Epker

"The academic prep I received at Steppingstone let me know that I could keep up and excel at an independent school!" —Danyelle Antone ’01

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THIS GIFT LIST REPORTS ON THE 12-MONTH PERIOD FROM JULY 1, 2018 – JUNE 30, 2019. SYMBOLS DENOTE DONORS WHO HAVE MADE GIFTS FOR AT LEAST: 20 YEARS 10 YEARS 5 YEARS

PRESIDENT'S CIRCLE $50,000 – $99,999 Anonymous Bain Capital Children's Charity Ltd Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Deb & Steve Barnes Josh & Anita Bekenstein Charitable Fund The Boston Foundation Denise Jefferson Casper Debbie & Keith Gelb Kate & Tom Gilbane Kaia & Jonathan Goldstein Pamela Haran & David Godkin The Charles Hayden Foundation Liberty Mutual Foundation, Inc. The Sheth Sangreal Foundation Hilary & Langley Steinert The TJX Foundation, Inc. Wellington Management Foundation LEADER'S CIRCLE $10,000 – $49,999 Anonymous (3) Anonymous (4) Anonymous Abrams Foundation Nancy Adams & Scott Schoen Pam & Bear Albright The Baupost Group, LLC Jennifer & Jonathan Block Susan Jefferson Boney & Paisley Boney Linda & Mark Borden Boston After School & Beyond The Boston Foundation Katie & Don Bramley Virginia Wellington Cabot Foundation Julie & Kevin Callaghan

Camille & David Carlstrom The Cedar Street Foundation Melanie & Jason Chiverton Erin & Devin Condron Stephanie & John Connaughton Kerrie & James Coughlin Victoria & David Croll Todd Cronan Peggy & Dick Danziger Dean Welfare Trust; BNY Mellon Trust of New England, Corporate Trustee Deanna & Tony DiNovi Makenzie & Daniel Domb Sandra & Paul Edgerley Alexis & Chris Egan Fidelity Investments Cyndy & John Fish/ Suffolk Cares Suzanne & Fabian Fondriest Betsey & Charlie Gifford Mercée & Eric Glew Daniel Greenberg Robert E. Griffin, Jr. Julia Ross Henderson & Robert Henderson Jackie & Blair Hendrix Pam & Bill Holding Barbara & Amos Hostetter Kimberly Hsu-Barber & Jeffrey Barber Hunt Street Fund Abby Johnson & Chris McKown Char Joslin & Les Cheek Karp Family Foundation Kindred Capital Advisors LLC Adam Kirsch The Esther A. & Joseph Klingenstein Fund, Inc. Brooke & Conan Laughlin Lovett Woodsum Foundation Kate Lubin & Glen Sutton M&T Charitable Foundation Tristin & Martin Mannion deceased


Pam & Stuart Mathews Barbara & Richard Melvoin Alison & William Monaghan Morgan Family Foundation Brooke & William Muggia Marion & David Mussafer Christina Wing O’Donnell & Tad O’Donnell Dr. Christine Olsen & Robert Small Emily & Drew Pluhar The Plymouth Rock Foundation Alissa & Greg Pool Heidi & Larry Raffone Rachel Rock & Joshua Levy Ropes & Gray LLP Annie & Alex Sacerdote Tricia & Chris Schade Pixley & Ken Schiciano William E. Schrafft and Bertha E. Schrafft Charitable Trust Jill & Niraj Shah Sue & John Simon Richard and Susan Smith Family Foundation State Street Foundation, Inc. The Sidney A. Swensrud Foundation Jenny & Sandy Weymouth/ Hess Foundation Markella Zanni & David Humphrey SCHOLARS SOCIETY $5,000 – $9,999 Anonymous Ana & Darren Abrahamson Kate & Ajay Agarwal Marina & Walter Bornhorst Elizabeth & Seth Brennan The Bushrod H. Campbell and Adah F. Hall Charity Fund Constance B. Coburn & James DeK. Houghton Frederick M. & Lucy C. Danziger

Coleen & Ted Dinneen Barbara & Michael Eisenson Abigail & Mark Goodman Henderson Family Foundation Insurance Industry Charitable Foundation Susan Littlefield Roper & Martin Roper Ellie & Phil Loughlin Linda & Andy McLane Gerson Pakula Emily & Michael Phillips Stephanie Pinder-Amaker & Tommy Amaker Richard Eric Rosenberg Foundation Rachel Segall & Tony Hurley Hope Sidman, Matthew & Lori Sidman, & Paula L. Sidman James M. and Margaret V. Stine Foundation Paige & Rick Sutphin Kerry & Brendan Swords Suzie Tapson & Gordon Burnes The Craig B. Tate Foundation Tripadvisor, Inc. Naomi Weinberg & Ted Berk Wells Fargo Ed Zuker BENEFACTORS $1,000 – $4,999 Anna & Tony Abate Nichole & Richard Aldrich/ RA Capital Associates Eric Andrew '94 Joanne Jacquet Araujo '98 & Alcy Araujo Kristen & James Atwood Earlene & Danilo Avalon Belmont Hill School Fiona & James Benenson Berkshire Bank Nancy & Todd Bland Mr. & Mrs. James A. Block Kathyrn & Fred Borges

"The domino effect of opportunities I was afforded started with Steppingstone. I wanted to pay it forward and donate." —Dalinda Ifill-Pressat ’99

Kate & Chuck Brizius Susan Okie Bush Janet & Tom Cha Susanne & Vincent Chiang Christensen-Dunn Early Foundations Fund Sarah & Lance Conrad Harley & William Creelman Betsy Danziger Lindsay & Kristen Deane Dana & Mark DeAngelis DELL Corporate Matching Lorna Doran & Bruce Breimer Nicole & Ray DuFauchard Betsy & Rick Edie Gretchen Effgen & Anthony Schweizer Courtney & Timothy Egan Lee & Jack Englert Erin & Mark Epker Reginald Farina '94 & Raina Aronowitz Valerie & Doug Fleishman Tamar & Kenneth Frieze Brittney & David Gammell Laryn Gardner The Thomas & William Gilbane Foundation Kelly & Michael Glew Dyan Goodwin & Rob Serio Greenhill Family Charitable Fund Liz & Art Greenwood Julia & Peter Johannsen Mary & Seth Kaufman Melissa & William Lyons Rob & Melissa Madden Jodi & Michael Masdea Milton Academy

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Maria E. Flores Nicholas Fok Laurie Ford Tom Ford Mary Forde Lorraine Forde Tom Forde Tess Fredette Margie Fulton Alley Furlong Brooke Furman Steven & Linda Gecha Joseph Giangrasso Kristen Giarrusso Lynne & Robert Golden Stephond Goler '95 Ashley Goliti-Chase Sebastian Gomez Sharon & Karl Gonsiorowski Trisha Gonsiorowski Sharon Grady

"With Steppingstone as my backbone I excelled academically, athletically, and socially." —Joanne Jacquet Araujo ’98 Pat & Chris Greeley Priscilla Grout Leslie & Mike Hammer Baron Hartley Jen & Woodrow Hartzog Robert Hayes Katrina Heiser Rachel Hershfang & Wes Williams Ellen Holland Pamela Hornal Alicia Horwitz Marika Hyland Dalinda Ifill-Pressat '99 Angie Isaza '06 Robert Jackson Fedna Jacquet '00 Emily Jager Mary & David Johanson Megan & Ted Johnson Roudna Joseph '03

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Erinn and Matthew Joughin Thomas Kane Apostolos Karafillis Emma Kehm Ellie Kemmeter Liam Kerr Triona Kirrane Brenda Haynes & Adam Koppel Mary-Kate Lamis Emma Lavecchia Samantha Layne Ray '00 Kyle Layne-Allen '03 Sandy Le Jacqueline Lemieux Bokor Max Levy Eliza Levy Amy Lewis Tyrone Li '06 Felix Liang '06 Michael Licata John Lieb Heather Long & Jack Sinnott Lane F. Longino Sherri Lowe '02 Sarah Luden Lisa Luo '04 Carolyn MacNeil Shari Malyn & Jon Abbott John Margolis Kristen Marshall Ray Martin Alicia Mawn Mahlau Porter & Peter May Anne McBride Eileen McAnneny Kaitlyn McConnell Tricia & Geoffrey McGean Mike McGovern Josh McGuire Donald Medor '01 Leah Micalizzi Megumi Milla '06 Lynne Mooney Teta & Anthony Teta Fabian Mora '95 Carmen Morales '07 Anshi Moreno Jimenez '08 Herbert Morse Philip Moser

Peter A. Mullin Shannon Murphy Donna Navan John & Marianne Nelson Bridget O'Brien Jacquelyn O'Mahony Courtney O'Neill Janice O'Reilly Opeoluwa Olukorede '09 David Oluwadara '09 Bright Osajie '05 Andrew Parmelee The Peck Family Sarah Perlman Trish & Tom Perlmutter Uta Poiger Jodi Polick Julie & Michael Posternack Pamela Price Diane Quinones Elizabeth Ratto & Roy Y. Liu Darian Reid-Sturgis '99 Megan Riley '04 Katie Riley Laurie Riley Melissa Rodriguez '06 Susan Rooney Jonathan Rotenberg Shireen Rustom Muehlberger Javon Ryan '06 Lucas Serra Julie Shirazi Richard Silverman Mason Smith & Gordon Green Rebekah Sparks Megan Springsteen Laura Stevens Trina & Newcomb Stillwell Kathryn Sundberg Ana Tantum Kerry & John Tavernese Terry Taylor Jessica Taylor '08 Nancy Tentindo Cusaj Thomas Nicole Tobin Mark A. Tracy Edwin Van Rest


Luke von Maur Tran Vu '00 Lauren Wallace Gwen & David Wanger Stephanie Warburg Barbara Watson John Weil Gabriel West Peggy & Michael Weymouth Marilee Wheeler Traci Williams Mandy Witcher Kate & Holtie Wood Alice Worsham Kara Zachar Buckley & Karl Zachar James Zhang '03 Andy Zhong

ALUMNI GIVING We are so grateful for the generous support of Steppingstone Alumni. Eric Andrew '94 Ebele Anidi '02 Elyse Ayoung '99 Rochelle Ballin '98 Ashley Beckles '08 Daren Bradshaw '93 Donavan Brown '95 & Lauren Brown Danielle Bynoe '04 Diana Zulay Chaves '05 Max Clermont '01 Derek DaSilva '09 Carlos DeAndrade '93 Ashley Diaz '02 Jeannie Do '04 Omar Doherty '94 Dean Ebozue '04 Reginald Farina '94 & Raina Aronowitz Stephond Goler '95 Dalinda Ifill-Pressat '99 Angie Isaza '06 Fedna Jacquet '00 Joanne Jacquet Araujo '98 & Alcy Araujo

Roudna Joseph '03 Samantha Layne Ray '00 Kyle Layne-Allen '03 Tegan Leonard Avellino '91 Tyrone Li '06 Felix Liang '06 Sherri Lowe '02 Lisa Luo '04 Donald Medor '01 Megumi Milla '06 Fabian Mora '95 Carmen Morales '07 Opeoluwa Olukorede '09 David Oluwadara '09 Bright Osajie '05 Rebekah Perez '07 Darian Reid-Sturgis '99 Megan Riley '04 Melissa Rodriguez '06 Javon Ryan '06 Jessica Taylor '08 Natasha Velickovic ’91 Tran Vu '00 Rochelle Williams-Belizaire '94 & Jonas Belizaire James Zhang '03 MULTI-YEAR GIFTS Anonymous Anonymous Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Donavan Brown '95 & Lauren Brown Julie & Kevin Callaghan Kerrie & James Coughlin Todd Cronan Kate & Tom Gilbane Julia Ross Henderson & Robert Henderson Karp Family Foundation Liberty Mutual Foundation, Inc. Nicole & Terry Murray Rachel Rock & Joshua Levy Tricia & Chris Schade Rachel Segall & Tony Hurley The Sheth Sangreal Foundation Tracy & William Ullman

MULTI-YEAR GIFTS (cont'd) The Berylson Family Academy @ Steppingstone In recognition of the Berylsons' long-time dedication to Steppingstone, the six-week summer preparation component has been named in their honor. Richard and Susan Smith Family Foundation: Richard & Susan Smith, John & Amy S. Berylson & James Berylson, Jonathan Block & Jennifer Berylson Block, Robert Katz & Elizabeth Berylson Katz Robert & Dana Smith, Debra S. Knez, Jessica Knez & Andrew Knez Peter H.O. Claudy Visual Thinking Strategies This fund supports Steppingstone's Visual Thinking Strategies Curriculum The Claudy Family The Hope Scholarship To provide last dollar scholarship funding to Scholars in college Pamela Haran & David Godkin TSF Collegiate Scholar Fund To provide last dollar scholarship funding to Scholars in college Anonymous

"Steppingstone is a truly life-changing organization." —Katherine Gudiel ’08

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MATCHING GIFTS Steppingstone would like to thank the following corporations for their matching gifts: Adobe Systems Incorporated Bank of America Foundation Blue Cross Blue Shield of Massachusetts, Inc. Genentech, Inc. The Thomas & William Gilbane Foundation Liberty Mutual The Plymouth Rock Foundation Richard and Susan Smith Family Foundation Tripadvisor, Inc. GIFTS IN HONOR Gifts were made to Steppingstone in honor of the following individuals and organizations: Susan and Paisley Boney Peter N. Collatos Michael P. Danziger Debbie Gelb Don Williams Harrell Jen Hartzog Bill Helman Bridget Kostigen '04 Brooke Laughlin Isabelle Loring Frank Perrone Sr. Leslie Riedel Rachel Segall Hilary Steinert Andrea Zilla

GIFTS IN KIND Frost Lighting Fairmont Copley Plaza Hotel, Boston Winston Flowers

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Professional Education at the Harvard Graduate School of Education (MA) Providence College (RI) Reach for Excellence (GA) Rutgers University – New Brunswick (NJ) A Better Chance (NY) American Student Assistance (MA) Schuler Scholar Program (IL) Story2 (NY) Boston College (MA) The Common Application Brown University Pre-College (VA) Programs (RI) The Enrollment Management Buffalo Prep (NY) Association (NJ) Cate School (CA) The Malcolm Coates Chicago Debates (IL) Prep@Pingree Program at Coalition for College (National) Pingree School (MA) College Greenlight (IL) The Nellie Mae Education College Possible (IL) Foundation (MA) Community Brands (MA) Daniel Murphy Scholarship Fund The Roxbury Latin School (MA) (IL) The Wight Foundation (NJ) DePaul University (IL) Tufts University (MA) Duke University Talent Voices for Illinois Children Identification Program (NC) (IL) EganWood Foundation (NJ) Washington University in St. Gateway Public Schools (CA) Louis (MO) Horizons for Youth (IL) Williams College (MA) Horizons National (CT) Jack Kent Cooke Foundation (VA) Yale Young Global Scholars Johns Hopkins Center for Talented (CT) Youth (MD) Kate and Tom Gilbane (MA) Making Waves Foundation (CA) MEFA, Massachusetts Educational Financing Authority (MA) Milton Academy (MA) National Association for College Admission Counseling (VA) National Association of Independent Schools (DC) National Network of Schools in Partnership (DC) New Jersey SEEDS (NJ) Noble and Greenough School (MA) Phillips Academy, Andover (MA) Phillips Exeter Academy (NH) Private Schools with Public Purpose (CA) NPEA We are grateful to the following organizations for their support of Steppingstone's National Partnership for Educational Access:




in one night, we raised more than 20% of our budget. we gathered to celebrate scholars and their supporters: steppingstone donors, staff, and scholars' families. it was a night to remember and we're grateful to all who made it so successful.

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BOARD OF DIRECTORS JOANNE JACQUET ARAUJO ’98 Assistant Clerk Magistrate, Massachusetts Trial Court at the Suffolk Superior Court AMY SMITH BERYLSON Director, Richard and Susan Smith Family Foundation TODD BLAND Head of School, Milton Academy DONAVAN D. BROWN ’95 Vice President, Brown Brothers Harriman & Co. HON. DENISE JEFFERSON CASPER U.S. District Judge, U.S. District Court for the District of Massachusetts DR. VINCENT W. CHIANG Vice Chair, Department of Medicine, Boston Children’s Hospital BRIAN J. CONWAY VICE CHAIR Chairman, TA Associates BETSY LIND DANZIGER Lower School Admissions Associate, The Fessenden School MARY DRISCOLL Associate Superintendent of Elementary and Middle Schools, Boston Public Schools

PEG FLANAGAN Trustee, Grace Edwards Scholarship Fund FABIAN FONDRIEST CEO, Homesite Insurance LUCY K. GALBRAITH, TREASURER Managing Member, Kindred Capital Advisors LLC DEBBIE L. GELB KATE GILBANE JONATHAN M. GOLDSTEIN Senior Advisor, TA Associates ROBERT P. HENDERSON, JR. Education Consultant, Resource Group 175 PAM HOLDING Co-Head of Equities, Fidelity Management and Research JOSHUA S. LEVY Partner, Ropes & Gray LLP ISABELLE LORING, CHAIR Director, Nantucket Conservation Foundation

DR. RICHARD I. MELVOIN A. PETER MONACO, JR. Managing Director, Raptor Capital Management MIKE PASCUCCI Principal, Rose Grove Capital Management, LLC DR. STEPHANIE PINDER-AMAKER Director, College Mental Health Program, McLean Hospital; Instructor in Psychiatry, Harvard Medical School TRICIA SCHADE, CLERK Director, Visual Thinking Strategies JOHN G. SIMON, CO-FOUNDER Managing Director, Sigma Prime Ventures HILARY N. STEINERT Trustee, The Fenn School JENNY WEYMOUTH CHRISTINA WING-O’DONNELL Senior Lecturer, Harvard Business School

BOARD OF ADVISORS ANN COLES, ED.D. Senior Associate, Institute for Higher Education Policy; College Access Senior Fellow, uAspire WILLIAM FITZSIMMONS, ED.D Dean of Admissions and Financial Aid, Harvard College

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CHRIS GABRIELI KARL REID, ED.D. Chair, Executive Director, Massachusetts Board of Higher Education The National Society of Black Engineers PAUL GROGAN President, The Boston Foundation JOANNA JACOBSON Founder and Managing Partner, Strategic Grant Partners; President, One8 Foundation

JOHN S. WEINBERG Executive Chairman and Chairman of the Board, Evercore


BOARD OF AMBASSADORS NANCY ADAMS

HEIDI CREAN

PAMELA ALBRIGHT Brooks School

JAMES DANZIGER The Riverside Company

ERIC ANDREW ’94 OffrBox.com

BETSY & RICK EDIE Dedham Country Day School

NGOZI ANIDI ’98 McCormick & Co.

BART EPKER

JEFFREY BARBER TA Associates JULIE BARRON CIBC SUSAN BONEY, CO-CHAIR LINDA BORDEN KATIE BRAMLEY CHUCK BRIZIUS 1251 Capital Group LLC

MARIEL M. NOVAS '00 Doctoral Candidate, Harvard University DREW PLUHAR RACHEL ROCK ANNAGRET & ALEX SACERDOTE

BETSEY GIFFORD

MATT SANTANGELO Northern Trust

JEN HAWKINS Jen Hawkins Events

PIXLEY SCHICIANO, CO-CHAIR Boston Ballet Company

BLAIR HENDRIX Bain Capital ALLISON JOHNSON Allison Johnson Design CHAR JOSLIN & LES CHEEK KASEY KAUFMAN GORD KLUZAK Goldman Sachs & Co.

ANTHONY SCHWEIZER UBS Private Wealth Management KELLY SEGAL RACHEL SEGALL The Wellness Room VIRGINIA SHANNON BRENT EDWARD SHAY Wells Fargo Capital Finance

DAVID CARLSTROM Carlstrom Pressed Metal

BROOKE LAUGHLIN

SUSANNE CHIANG

KATE LUBIN

ROB SMALL Berkshire Partners LLC

ERIN CONDRON

ANTHONY MATHIEU ’02 Boston Latin Academy

ANNIE WEINBERG Alexander Twilight Academy

ALISON MONAGHAN

DOUGLASS WILLIAMS Chef/Owner of MIDA

JAMES COUGHLIN Fidelity Investment

BOARD OF YOUNG PROFESSIONALS OWIE AGBONTAEN Sompo International ASHLEY ANDRADE Deloitte & Touche LLP CAROLYN ATTENBOROUGH, CO-CHAIR Fidelity Investments

DIANA CHAVES ’05, CO-CHAIR Boston Public Health Commission KATHLEEN DA SILVA AdmitHub SOPHIA DISERIO Fidelity Capital Markets

DERRICK BESSAOUD J.P. Morgan

MARGUERITE FULTON Cambridge Associates

DANIELLE BYNOE ’04 NTT Data Services

FELIX LIANG '06 Teach for America URSULA MUNGER Fidelity Investments

TAYLOR REDD Notre Dame Academy MEGAN RILEY ’04, Deloitte & Touche LLP ELIZABETH SALTONSTALL Eaton Vance CUSAJ THOMAS Goodwin Proctor JOHN VAN ALLEN Bank of America LUKE VON MAUR HarbourVest Partners



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