Steppingstone FY21 Annual Report by Steppingstone

Life. Transforming. Gifts. 2021 annual report of giving

2021 Annual Report of Giving

Steppingstone envisions a more just and equitable world where all students can actualize the life-transforming benefits of a college degree.

2 The Steppingstone Foundation

from the president

2021: Resilience and Innovation This was a year to embrace change. That’s something we all know intimately. And yet, to think big and move forward, it’s important to draw from steady sources of resolve and momentum. For us, those constants were our shared vision for equity, our strong community ties, and our unwavering commitment to Scholars. Thank you for your enduring partnership. Yes, there were day-to-day changes that required our team to be elastic: delivering inperson programming whenever we could, identifying Scholars’ ever-changing needs, and maintaining quality programming to support them along the way. You helped us adapt quickly. Alongside the responsive changes each moment required, we made a point to prioritize long-term and purposeful changes, too. We moved forward with implementing our strategic plan—designed to increase our impact in Boston and nationally, and to strengthen Scholar engagement across their 12+ year journey to a college degree. You helped us think bigger. As part of the strategic plan, we introduced the Steppingstone Scholars Program (which I hope you’ll take the time to explore on page 7), building upon everything we've learned about college access and success over the past 30+ years. We found ways to innovate, which only made us stronger and better equipped to support Scholars than ever before. It is true every year, and it is true now: your steadfast partnership makes Steppingstone’s work possible. We are able to take action today with an eye on tomorrow, always thinking big and progressing toward our vision of a more just and equitable world… We can do this, because you are in our corner. Thank you, as always, for your important contribution to Life. Transforming. Results.

Kelly D. Glew President

from the board chair

2022: Persistence and Leadership I’m a firm believer in the value of leadership. To me, it means listening to your community, understanding needs, coordinating resources, and working together to do what’s right, even when it’s challenging—as an iterative cycle, over and over again. I know that you share this value, too. By partnering with Steppingstone, together we’ve made a statement: we believe in this organization as a leader in Boston, even the nation—and we are invested in preparing the next generation to make a difference. Talk with Steppingstone Alumni and you’ll hear common refrains: I care about my community. Here’s what I envision. I do what I do, because I’m motivated to make a change. Whether as an educator with Teach for America, as a doctor specializing in women’s health, as a senior advisor to the mayor—in any field or role—Steppingstone Alumni are leaders. Scholars, and all of us, have some incredible role models to look to. We owe it to the next generation to lead by example, especially toward our vision of a more just and equitable world. At Steppingstone, we have embarked upon a comprehensive racial equity action plan, encompassing every aspect of the organization, in an ongoing effort to assess and improve practices for equity with Scholars and Alumni at the center. Meanwhile, Steppingstone’s National Partnership for Educational Access (NPEA) impacts students and institutions across the nation. With more than 360 members in 37 states, NPEA connects the people, practices, and innovations essential for eliminating barriers to college and career success. Each workshop, resource, and discussion inspires people to affect change in their own institutions, step by step. Each and every impact we make, we make together, on a local and national scale. We could not do this work without you. Thank you for joining us in many years of leadership to come.

Robert P. Henderson, Jr. Board Chair

steppingstone scholars scholars tohelping access, navigate, and gr aduate program from college 6

The Steppingstone Foundation

College Access. College Success. Here for the whole journey. College access is about more than test scores, applications, and financial resources—just as college success is about more than passing exams and earning a diploma. Even these aspects, on their own, are demanding. Students are often challenged to find a way through complex systems, navigating the culture and power dynamics of each learning environment, and defining personal values and goals—all while balancing many priorities including mental and physical health. This can be an intensely challenging journey—particularly if parts of your identity are historically underrepresented in higher education, or you are the first in your family to attend college. And that doesn’t include the challenges presented by a global pandemic.

Prior to the pandemic, Steppingstone had conducted an internal evaluation of its two programs, The Steppingstone Academy and the College Success Academy, as part of a larger, organization-wide strategic plan. While we have carefully honed our program services over the past 30 years, it felt like an opportune time to examine these services more carefully, within the context of Boston’s ever-changing educational landscape, and with the goal of providing even more support to Scholars. As a result of this 18-month process, we found that we could increase our impact and better utilize our resources by merging the two programs into one. Over the course of 2019 and 2020, we incorporated the strengths of the two original programs into the newly named Steppingstone Scholars Program which launched in July 2021.

“It seems like it would just be a program to help you learn, to further yourself and only about school. I bet you don’t know that Steppingstone is a whole second family to you.” — Elainny Guzman, Steppingstone Scholar

2021 Annual Report of Giving

What’s new in this new program iteration? The goal in combining our two former college access programs—The Steppingstone Academy and College Success Academy—was to leverage the unique strengths of each program, accommodating a wider range of “next school” choices among middle and high school students, and expanding and deepening support for Scholars. This new iteration of our program model launched in July, and all 1,400 Scholars in grades 5 through college transitioned into the program at that time. For the vast majority of Scholars, the new program feels like a name change with additional services and opportunities. The foundation of our program model remains the same. We continue to:

We have reallocated resources and made new investments that have resulted in:

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recruit fourth- and fifth-graders from all over Boston provide engaging after-school and summer programming that accelerates Scholars’ learning and supports their social-emotional growth guide Scholars and families through the process of identifying, applying to, and selecting a school that will lead to college, and stay with them through middle school, high school, and college to ensure that Scholars achieve their goal of earning a college degree.

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reduced Advisor caseloads, providing more opportunities for increased Scholar engagement throughout their 12+ years in the program expanded social-emotional offerings in response to the growing mental health needs of young people restructured programming in middle and high school to target the academic and developmental needs of Scholars in these age groups and to better support key transitions, such as into a new school, high school, and college redefining what it means to be a partner school and working with a wider range of schools committed to ensuring college success for students from historically marginalized communities.

Steppingstone’s programming is designed to support the whole child, through adolescence and young adulthood.

8 The Steppingstone Foundation

Navigating the Pandemic During the 2020–21 academic year, Steppingstone provided all of our services to Scholars virtually. This was due to a combination of public health restrictions and specific restrictions at our academic year program site that is located in a Boston public school. When the pandemic ebbed in spring 2021, our program staff was anxious to get back to in-person programming with Scholars and had the opportunity to do so at our summer program site. We offered the Academy summer program as a hybrid model, with 25% of students in grades 5 and 6 attending virtually, based on individual family preference. This fall, we were again restricted from offering in-person programming at our academic year program site and returned to virtual academic classes for younger Scholars in the Academy. However, we were able to find alternative program space at a charter school so that Scholars in Middle School Success could meet in person on Saturdays. Because Steppingstone’s High School Success and College Success advising and activities have proven to be effective in virtual format (sometimes even increasing attendance), both divisions have primarily offered virtual meetings and workshops this fall. In High School Success, there were opportunities for selected in-person activities such as fall campus tours, and we plan to add back more in the future. 2021 Annual Report of Giving

Start the journey here:

Admission Steppingstone recruits Boston students in grades 4 and 5 who demonstrate motivation, academic potential, and a need for our services. Most Scholars learn about the program from their Boston public school teachers. Prospective Scholars and families must attend an information meeting, apply, and complete an interview.

Academy Steppingstone provides a rigorous and engaging academic and social-emotional curriculum after school and over as many as three summers. Beginning the summer before fifth or sixth grade, the Academy accelerates Scholars' academic skills, supports their socialemotional development, and prepares them to gain admission to schools that lead to college.

Steppingstone’s curriculum includes: • Core academic subjects such as math, English, science, Latin, and social studies • Physical education, electives, and community building • Development of social emotional skills including a healthy sense of self, emotional resiliency, social awareness, relationship building, and more • Preparation for school entrance exams

While in the Academy, Steppingstone Advisors support Scholars and their families in identifying, applying to, and gaining admission to right-fit schools that lead to college. 10

The Steppingstone Foundation

Following completion of the Academy, Scholars transition into Scholar Support Services. Advisors provide programming for Scholars through middle school, high school, and college to ensure that Scholars thrive in their schools and are on track for college graduation.

Middle School Success

High School Success

(grades 7–9, 6th graders at (grades 10–12) independent schools) • Individualized support from • Individualized support from Advisors who work with Advisors who work with Scholars, Scholars, families, and partner families, and partner schools schools • Homework help • Social-emotional programming • Saturday programming and • Extracurricular activities electives • Discounted SAT prep classes • School visits, bi-annual • Overnight and local college conferences, extracurricular tours, college readiness activities workshops • Social-emotional programming • Comprehensive support for • Application process support for all aspects of the college Scholars applying to a new school application process, including • Support transitioning to high applying for financial aid and school scholarships

College Success (grades 13+) • Individual advising and group programming designed to support the transition to college and life at college • Support with the transition out of college into the workforce or grad school • Career readiness preparation • Access to curated opportunities including jobs, internships, scholarships, and resources for a positive, successful college experience

2021 Annual Report of Giving

12 The Steppingstone Foundation

“Getting into Harvard was huge for me. Now I’m seeing the rewards for all of my perseverance.” DIANA CHAVES Steppingstone 2005 Brimmer and May 2012 College of the Holy Cross 2016, B.A. Harvard T.H. Chan School of Public Health, M.P.H. Candidate

2021 Annual Report of Giving

D ONOR S Symbols denote donors who have made gifts for at least:

Lifetime Giving of $1 Million and Above

 20 Years  10 Years  5 Years

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Anonymous (3) Anonymous (2) Anonymous Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Amy Smith & John G. Berylson Block Friedman Foundation Karen & Brian Conway Betsy & Michael P. † Danziger Peggy & Dick Danziger Kaia & Jonathan Goldstein Charles Hayden Foundation Liberty Mutual Foundation, Inc. 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+          

14 The Steppingstone Foundation

Year in Review, 2019–2020

Anonymous (2) Anonymous (2) Anonymous Block Friedman Foundation Denise Jefferson Casper Karen & Brian Conway Kate & Tom Gilbane Isabelle & Ian Loring One8 Foundation Medha Sinha & Bart Epker Whale Rock Capital Management LLC

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

Presidents’ Circle $50,000–$99,999         

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Anonymous Bain Capital Children's Charity LTD Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Josh & Anita Bekenstein Charitable Fund Cummings Foundation Debbie & Keith Gelb Kaia & Jonathan Goldstein Pamela Haran & David Godkin Liberty Mutual Foundation, Inc. Plymouth Rock Assurance Foundation Mabel Louise Riley Foundation The Sheth Sangreal Foundation State Street Foundation, Inc. Hilary & Langley Steinert Lori & Edward Whelan

Leaders’ Circle $10,000–$49,999  

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Anonymous (3) Anonymous (3) Anonymous Nancy Adams & Scott Schoen Deb & Steve Barnes The Baupost Group, LLC Fiona & James Benenson Jennifer & Jonathan Block Susan Jefferson Boney & Paisley Boney Marina & Walter Bornhorst John & Johanna Boynton Katie & Don Bramley Cabot Family Charitable Trust Julie & Kevin Callaghan Camille & David Carlstrom The Cedar Street Foundation Melanie & Jason Chiverton Bill Collatos Erin & Devin Condron

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Stephanie & John Connaughton Kerrie & James Coughlin Victoria & David Croll Peggy & Dick Danziger Makenzie and Dan Domb Sandy & Paul Edgerley Kate Enroth & Dana Schmaltz Fidelity Investments Suzanne & Fabian Fondriest Hilary & Chris Gabrieli Brittney & David Gammell Rockpoint Group Charitable Gift Fund Betsey & Charlie Gifford Mercée & Eric Glew Daniel Greenberg Charles Hayden Foundation Ross & Bob Henderson Jackie & Blair Hendrix Franklin W. Hobbs Pam & Bill Holding Sally Horchow Homesite Insurance Barbara & Amos Hostetter Hunt Street Fund Kimberly Hsu-Barber & Jeffrey Barber Abigail Johnson & Chris McKown Char Joslin & Les Cheek Karen Kames & Christopher Gaffney Mary Beth & Adam Kirsch The Esther A. & Joseph Klingenstein Fund, Inc. Brooke & Conan Laughlin Lovett-Woodsum Foundation Kate Lubin & Glen Sutton Pam & Stuart Mathews Barbara & Richard Melvoin George H. & Jane A. Mifflin Memorial Fund Alison & Bill Monaghan Marion & David Mussafer

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Dr. Patricia Nilles & C. Hunter Boll Dr. Christine Olsen & Robert Small Rachel Rock & Joshua Levy Annie & Alex Sacerdote Pixley & Ken Schiciano William E. Schrafft and Bertha E. Schrafft Charitable Trust Niraj & Jill Shah Richard and Susan Smith Family Foundation Stephanie & Brian Spector The Sidney A. Swensrud Foundation TJX Foundation Naomi Weinberg & Ted Berk Jenny & Sandy Weymouth/Hess Foundation

2021 Annual Report of Giving

D ONOR S Scholars’ Society $5,000–$9,999          

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Kristen & James Atwood Nan & Cesar Brea Bushrod H. Campbell and Adah F. Hall Charity Fund Constance B. Coburn & James DeK. Houghton Todd Cronan Frederick M. & Lucy C. Danziger Dean Welfare Trust Coleen & Ted Dinneen Deanna & Tony DiNovi Stacylyn & Michael Doore Barbara & Michael Eisenson Elizabeth Gazmuri Ellen & Nathaniel Kellogg/J.C. Kellogg Foundation Ellie & Phil Loughlin Emily Smith Magruder Linda & Andy McLane Katie & Craig Nicholson Henry E. Niles Foundation Gerson Pakula Emily & Michael Phillips Alissa & Greg Pool The Richard Eric Rosenberg Foundation Sue & John Simon Jennifer & Seth Stier Kerry & Brendan Swords Suzie Tapson & Gordon Burnes The Craig B. Tate Foundation

Benefactors $1,000–$4,999

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The Steppingstone Foundation

Anonymous Albright Foundation Nichole & Richard Aldrich/RA Capital Associates Kristen & Alex Alexandrov Eric Andrew '94 Veronica Beard Nancy & Todd Bland Mr. & Mrs. James A. Block Katie & Connor Boney Kathyrn & Fred Borges Boston Redevelopment Authority Elizabeth & Seth Brennan Kate & Chuck Brizius Donavan Brown '95 & Lauren Brown Jo & Mark Burns Cindy & Warren Burroughs, Jr. Susan Okie Bush Shirley & Eugene Buzderewicz Elizabeth & John Carroll Nancie & Miceal Chamberlain Susanne & Vincent Chiang Christensen-Dunn Early Foundations Fund Tara & Greg Ciongoli Maria Cirino Mark Coleman Margret & Christopher Condron Sarah & Lance Conrad Heidi & David Crean Betsy Danziger Claudia Davidoff & Joseph Kahan Lindsay & Kristen Deane Liam Donohue Lorna Doran & Bruce Breimer Betsy & Rick Edie

Year in Review, 2019–2020

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Pauline Egan Emerson Griffin Toring Private Foundation Lee & Jack Englert Nina & David Fialkow The Fish Family Foundation Mark & Janelle Fisher Tamar & Kenneth Frieze Kelly & Michael Glew Abigail & Mark Goodman Laurie Grauer Greenhill Family Charitable Fund Liz & Art Greenwood Alison Hall Skip Hughes & Barry Tubman Julia & Peter Johannsen David Johnson The Knox Family Donor Advised Fund Elizabeth & Sol Kumin Sharon & Joe Leite Madison Lore Rania Matar & Jean Abouhamad Kristin Maurer Katie & Mark McWeeny Charles Miller Lois & Doug Mizzi Leonard Monfredo MPM Capital Kelley Murphy Nicole & Terry Murray Andrew Noble Anju Nohria & Bharat Anand Allison & Stephen Pellegrino Rebecca & Kenneth Phillips

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

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Dr. Stephanie Pinder-Amaker & Tommy Amaker Virginia & John Ritchie Debby & Joseph Robbins Jean Weinberg Rose Nyla & Spencer Raymond Chris Sanborn Papri Sarkar & Neeraj Agrawal Rebecca Schulman & William Havemeyer Rachel Segall & Tony Hurley The Shane Foundation Stefani & Leonard Shavel Brent Edward Shay Betsy & Will Shields Esther Simon Charitable Trust Richard, Ann, John & James Solomon Foundation Joost Spits Jill & Michael Stansky Zoe & Bradford Stoesser Katie and Mark Sullivan Charles Tillen Tracy & William Ullman John Van Allen Bennett Varney Walking Stick Family Fund Jessica & Pete Walter Catherine & Scott Webster Joanne & Daniel Weil Kristen & Mark Whitaker Connie & Sankey Williams Ann & Hamilton Wood Raymond Wu Claire Zar-Kessler & Joe Goldman ZS Associates

Advocates $500–999

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Anonymous Patricia Andrade Joanne Jacquet Araujo '98 & Alcy Araujo Carolyn Attenborough Louisa & Neale Attenborough Devin & Dennis Baker Robert P. Ball Marjorie & Robert Bland Casey & Christina Condron William Condron Margret Cooke & David Crowley David M. Danziger Rose DiSanto & Steve Starnes Jen & Mark Dolins Karen Dull Jennifer & John Eielson Valerie & Doug Fleishman Dave Franchino Mindy & Timothy Gannon Dr. Alicia Genisca '93 Eleanor & Dan Gilbane Grantham, Mayo, Van Otterloo & Co. LLC Susan Halby Shan Hua Marc Jacobs Mary Lee Jamieson Thomas Jefferson

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Thomas Jefferson III Roger Johnson Erin & Hyung-Do Kim Joy Kogut '96 Jennifer Krebs & David Jennings III Mr. & Mrs. David S. Lee Kate & Tony Leness Janet McIntire Anthony P. Monaco, MD David Naimark & Griffin Thomas Timothy O'Connell '96 Julie & Rob Ocko Edward Pena Rebekah Perez '07 Darian Reid-Sturgis '99 Melanie Rudoy Seacoast Capital Elizabeth & Craig Summers Lisa & Patrick Taffe Kerry & John Tavernese Sophia Tsakmaklis Teague '00 Chelsea Tompkins Michael Tonelli José Vega '95 Vertex Pharmaceuticals Diana & Ralph Vogel Joan Weinsten Helen & Stephen Wells Susan Wilson Elizabeth & Robert Wood

2021 Annual Report of Giving

D ONOR S

The Steppingstone Foundation

Year in Review, 2019–2020

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

Patrons $250–499   

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Anonymous Adobe Systems Incorporated Kate & Brett Alessi Nancy Allison Amazon Smile Chinedu Anidi '94 Laura Barkan Bob Becheck Danielle Black Kathryn & John Boger Kathryn & Charles Brown Liese & David Brown Michelle Buckley Katie & Paul Buttenwieser Anamaria & Carlos Camargo Marie Carroll Brett Condron Katie Cook & Tyler Kenly Hope & Louis Crosier Jennifer Crowley Christopher DeMond Ashley Diaz '02 Laurie B. Donahoe Katie & Bob Doucette Greg Dracon Gale & Donald Druga Martina Durant '99 Linda Edie Education Resource Strategies Jennifer & Jim Febeo Jennifer Figge Karen Folb & Lance Levy Beth Friedman Lynda Gammell Robin & Jon Gilula Dr. Anna Glezer '94 Lynne & Robert Golden Sharon Grady Erin Gregg Benjamin Hack C. J. & Michael Hacker Danielle Le Hals '97 and Peder Hals

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Harvard Pilgrim Health Care Foundation Danielle & André Heard Nicole & Jared Hirsch Paul Hodgkins Joan Howland & William Webber Dalinda Ifill-Pressat '99 Katrina Iserman and Dennis Czech McKenzie Jones Ingrid G. Larson & William T. Lynch Courtney & John Lawrie Laura Lear Dana & Jon Lewis Maggie & Andrew Loucks Fran & Allen Maltz Joseph McCarthy Amy & Greg Mueller Peter A. Mullin Cynthia Nguy '97 & Temitope Ogundele Anson Notman Kristin & Sean O'Brien Tamara Olsen Ali Oshinsky Bob Parry Karen Perine Kathryn Reddy Robyn Riseberg Jason Rouse & Brandon Dunn Stephanie & Tom Saltonstall Tedd Saunders Melissa Savage Judith Schlager David Schwartzman Jesse Sharf Benjamin Siegal Justin Simmons '97 Mark R. Simmons, Jr. Rachel Skerritt James Spoto Robert A. M. Stern Jo & Rahul Swani

Lynne Mooney Teta & Anthony Teta Cusaj Thomas Lara & Hamlen Thompson Richard Trombetta  Nancy Ullman Julie Viviano Matthew Waterbury  Eve Waterfall & Claire Walton John Wiber  Kate & Holtie Wood Friends Up to $249 Anonymous Anonymous (2) Abbott Labs  Lois Abdulai '93 & Emmauel Abdulai Ina & Stephen Abrams Leslie Abrams Sanjay Achar Bernard Adrien Pulkit Agarwal Stephane Alexandre '07 AllianceBernstein Alyssa Alphin Pam Alsterlind Karen Anderson Ashley Andrade Ebele Anidi '02 Ngozi V. R. Anidi '98 Diana Ansbacher Francesca Antoine Tess & Sam Atkinson Alissa Attman  Kimberlee Bachman Olumade Badejo Kathryn Bakanas Christina & Malcolm Baker Laura Baker Cheryn Bastable Byron Ashley Beckles '08 Emily Belanus Larissa Benedek 

2021 Annual Report of Giving

D ONOR S Ire Berliner Wendy Berliner Janie Bertelson Derrick Bessaoud Nicole Bice Richard Bishop William Bitter Emily Blefeld Kevon Boatswain '91 Georgette Boucai Sidney Bowden '07 E. Anne Bradshaw Kerry Bridier Jovanna Brooks Meghan Buckley '97 Jacquelyn Buckmiller Abigail Bunting Cassie Burke Kara Burns Mary Burns Shamae Burrell '07 Elise & Marc Busny Niyati Butala Kevin Butts  Danielle Bynoe-Farid '04 & Jalil Farid Michael Cacchio Rongan Cai '10  Ellen & Jeff Campbell John Carey Alison Carroll Jane Carroll Kate Caulfield Melissa Centeno '02  Bruce Chafee Ethan Chan Tinyan Chan '02 Diana Zulay Chaves '05 Jiayi Chen Catherine Chiverton Heather Choronzy Kate Clark Cleveland H. Dodge Foundation, Inc. Abimbola Cole '04 20

The Steppingstone Foundation

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Toluwalope Cole Jessica Collins Daniella Colombo '06 Alison & James Connolly Sarah Coombs Eleanor Cornell Alexandra Costa Patrick Costello '99 D'Jonita Cottrell '09 Alex Craig Greg Croak Mary Crosier Caitlin Crowe Zoe Cushman Vicky Cyr Kathleen Da Silva Charles Danziger Katie Danziger & Steven G. Horowitz Robby Danziger Teddy Danziger Derek DaSilva '09 Carlos DeAndrade '93 Alyssa DiBona Payal Divakaran Youssef Doss Sarah Doucette Courtney Doyle Carolyn Segel Drapkin Cynthia Duong & Felix Duong '08 Carrie Egan Will Egan Sharon & Stephen Engler Roberta English Lena Evans Brandon Wilson Evitt & Steven Evitt David Fall Judi Fanger Catherine Farrow Carmelle Fedillaga '05 Tobey & Mark Fidler Steven Filosa Michael Flaherty Year in Review, 2019–2020

Angela Flores & Robert Golden

 Maria E. Flores

Hannah Foell '94

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Laura Ford Keisha Forde Ellie Formisano Bessie Frias '07 Joshua Friedman Patricia Fuschetti Anna Gall Suzanne Beagan Garland Jennifer Garrett Lisa & Anthony Gattineri Aditya Gautham Joanie Gauthier Sandy & Paul Geddes Joseph Giangrasso Alexander Gianis Chandler Gilbane Mary & Tom Gilbane Shaina Gilbert '00 Deidre Gilchrist Jane Gion Matthew J. Glassman Dorsey Glew Christopher Godfrey Diane & Mark Goldman Michael Goldsmith Ashley Goliti-Chase Rebecca Gomez-Palacio Colleen M. Granahan & Daniel Field Mary Ellen Graves Laniesha Gray '00 Katie Grealish Sam Gregory Craig Groves '00 Katherine Gudiel Esteban Gutierrez '12 Leslie & Mike Hammer Bing Han Ellyn & Mark Harmon Alexander Harris Baron Hartley

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

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Robert Hayes Gabrielle Hazard Carol & Jim Herscot Jennifer Hewitt Emily Holt Eliza Hoover Kelci Horan Alicia Horwitz Susan & Alan Horwitz Jasmine Houston '04 Daria Huang Margaret & Joseph Hunt Linda Hurley Jessica & Jonathan Hyde Ali Imber IQVIA Jasmin Irizarry '00 Kendall Jackson D'Lynn Jacobs '97 Fedna Jacquet '00 J. P. Jacquet '95 & Mary Breda Morrissey Marwan Safar Jalani Sufia & Yasin Jamal Darlene Jeanty '02 Charles Jefferson Anshi Moreno Jimenez '08 Mary & David Johanson Megan & Ted Johnson Lauren Joullian Lisa Kaplan Allison Kaslow Lauren Kearney Maureen Keegan Kara Kelly Margaret Kelly Caitlin & Granger Kenly Geff & Carolyn Kenly Lorna & Kim Kenly Merette Kennedy Dana Klein Angela Kline Simon Kloeckner Mary-Ann Knott-Craig M. Scott Knox

Bridget Kostigen '04 Steve Kumin Dimetra Kyriakidis Kelly Lack Holly Lange Alison Larson Olivia Lau '06 John Lawler Michael Lawler  David Lawton Vanessa Lecky '06 Amie Lee '01 Patrick Leeman '95 Lauren Legocki Sophia Lesperance '10 Michael Lester Caitlin Levin Eliza Levy Emily Levy Tyrone Li '06  Felix Liang '06 Ashley & John Linell Emma Longsjo George Loring Colin Mackintosh Barbara & John Madden  Donna & Francis Maher Barbara & Kenneth Mahler Kathy Mahoney Sheila Mai Makaila Manukyan Jill Marshall Porter & Peter May Elizabeth McCarthy Eliza & Jack McGinn Daniel McKelvey Alex McLain David Medina '99 Donald Medor '01 Mary G. Mendler Lydia Mesler Megumi Milla '06 Esther Moberg Amy Mok Courtney Monahan '01

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Asjah Monroe '94 Fabian Mora '95 Karen Morales '08 Andrew Morgan Jennifer Morris Jen Mullen Ursula Munger Amy & Bruce Munger Dawn Murray Elizabeth Nathan Marcus Nelson John & Marianne Nelson Vivian Ng '97 Jennifer Ngo '07 Diane Nguyen Sasha Nicholas Marta Noble Pamela & Donald Notman Mariel Novas '00 Chijioge Nwogu Thomas L. P. O'Donnell Katie O'Leary '01 Robin O'Malley Shannon O'Malley Conner O'Meara Mary & James O'Sullivan Alice Obas Adrian Obleton Aderonke Odewale '06 Opeoluwa Olukorede '09 Adaku Onwuzurumba Benedict Osajie '06 Bright Osajie '05 Cody Osborne Carlos Pacheco '96 & Evelyn Guir Charlie Painter Ramon Pascual '01 Palak Patel Emelia Peck Kaitlin Barry Pellerin '96 & David Pellerin Trish & Tom Perlmutter Sylvia & Chris Perry Duong Pham '01 2021 Annual Report of Giving

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Peter Pherson Karen Pick Jennifer Pierre '01 Peter Plaehn Ben Plotnik Yvette Poitras Deloreen Pond '02 Marynee Pontes '05 Julie & Michael Posternack Khita Pottingerjohnson Daniel Puopolo Raven Rankine '05 Nick Rapley Sandra Raymond Andrew Reed Nancy & Tom Richie Megan Riley '04 Terrance Riley Benjamin Roberts Pete Rogers Sheila Rogers Lamarr Rollins '99 Max Romanow Gail & Arnold Rosenberg Claudia Rosenblatt Phyllis Rubin Samantha Salfity '01 Elizabeth Saltonstall Elizabeth Z. Saltonstall Hemshankar Samlal '97 Joseph Santa Barbara Magen Schaiberger William Scheiman Beth Schlager Robert Schlager Joanna Schneider Rachel Leigh Schneider Thomas Scott Mikal Scott-Williams '07 Helen Scoville Carly Seibald Daniele & John Serafini Virginia Shannon Shayna Sheehan '08 Kayce Sherry

22 The Steppingstone Foundation

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Danielle Shorenstein Meredith Sibley Penny Sickenius Mahawa Sidibay '05 Kasey Silva Rory Kelly Silvia '98 and David Silvia Richard Silverman Alyson G. Singer Anwar Sirage Nancy & Rod Skinner Amanda Sload Jami Smith Janet Smith & Ted Martellini Mason Smith & Gordon Green Olivia & Randy Smith Kathryn Solomon Emily & Ed Sonier Alexandra Soo Joanna & Brad Soulas Megan Springsteen Elizabeth St. Victor '98 Kimberly Stephenson '06 Jillian Sullivan Katie Sullivan Prasad Sulur Kathryn Sundberg Kelley Sunkin Kathleen Sutton Yvonne Dabreo Swaim '95 & Bryan Swaim Bill Swartz Erin Tahany Julia Tam Carrie Tate Robin Tesoro Dimy Thai Phuc Thai '91 Molly Thompson Tanike Thwaites Manya Timmons Lena Tjosvold Camlinh To '04 Karen Tollestrup Mark A. Tracy

Year in Review, 2019–2020

Alcina Tran '05 Karynn Tran Peter Tran Eftiola Trebicka '03 Katrina Trentos William Truong '07 Mylissa Tsai MaryAnne & Stephen Ulian Becky Vaysburd  Natasha Velickovic '91 Alissa Verhaaren Anthony Viti Luke von Maur  Tran Vu '00 Andrew Waite Lucie Wall Benjamin Watson Peggy & Michael Weymouth Linda Wilansky Mariaah Williams '00 Amy Wilson Andrea Winterer Leslie Wittmann Erica Wright Jerome Wright Sandy Wright Annie Wu Shihua Wu '10 Tiffany Xie '07 Sean Young Dennis Yu

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

2021 Annual Report of Giving

D ONOR S

The Steppingstone Foundation

Year in Review, 2019–2020

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

Alumni Giving We are so grateful for the generous support of Steppingstone Alumni. Lois Abdulai '93 & Emmauel Abdulai Stephane Alexandre '07 Eric Andrew '94 Chinedu Anidi '94 Ebele Anidi '02 Ngozi V. R. Anidi '98 Joanne Jacquet Araujo '98 & Alcy Araujo Ashley Beckles '08 Kevon Boatswain '91 Sidney Bowden '07 Donavan Brown '95 & Lauren Brown Meghan Buckley '97 Shamae Burrell '07 Danielle Bynoe '04 Rongan Cai '10 Melissa Centeno '02 Tinyan Chan '02 Diana Zulay Chaves '05 Abimbola Cole '04 Daniella Colombo '06 Patrick Costello '99 D'Jonita Cottrell '09 Derek DaSilva '09 Carlos DeAndrade '93 Ashley Diaz '02 Cynthia Duong and Felix Duong '08 Martina Durant '99 Carmelle Fedillaga '05 Hannah Foell '94 Bessie Frias '07 Dr. Alicia Genisca '93 Shaina Gilbert '00 Dr. Anna Glezer '94 Laniesha Gray '00 Craig Groves '00 Esteban Gutierrez '12 Jasmine Houston '04

Dalinda Ifill-Pressat '99 Jasmin Irizarry '00 D'Lynn Jacobs '97 Fedna Jacquet '00 J. P. Jacquet '95 & Mary Breda Morrissey Darlene Jeanty '02 Joy Kogut '96 Bridget Kostigen '04 Olivia Lau '06 Vanessa Lecky '06 Amie Lee '01 Patrick Leeman '95 Danielle Le Hals '97 & Peder Hals Sophia Lesperance '10 Tyrone Li '06 Felix Liang '06 David Medina '99 Donald Medor '01 Megumi Milla '06 Sofia Teixeira Mistretta '94 and Tommaso Mistretta Courtney Monahan '01 Asjah Monroe '94 Fabian Mora '95 Karen Morales '08 Anshi Moreno Jimenez '08 Vivian Ng '97 Jennifer Ngo '07 Cynthia Nguy '97 & Temitope Ogundele Mariel Novas '00 Timothy O'Connell '96 Katie O'Leary '91 Opeoluwa Olukorede '09 Benedict Osajie '06 Bright Osajie '05 Carlos Pacheco '96 & Evelyn Guir Ramon Pascual '01 Kaitlin Barry Pellerin '96 & David Pellerin Rebekah Perez '07 Duong Pham '01

Jennifer Pierre '01 Deloreen Pond '02 Marynee Pontes '05 Raven Rankine '05 Darian Reid-Sturgis '99 Megan Riley '04 Lamarr Rollins '99 Samantha Salfity '01 Hemshankar Samlal '97 Mikal Scott-Williams '07 Shayna Sheehan '08 Mahawa Sidibay '05 Rory Kelly Silvia '98 & David Silvia Justin Simmons '97 Elizabeth St. Victor '98 Kimberly Stephenson '06 Yvonne Dabreo Swaim '95 & Bryan Swaim Sophia Tsakmaklis Teague '00 Phuc Thai '91 Camlinh To '04 Alcina Tran '05 Eftiola Trebicka '03 William Truong '07 José Vega '95 Natasha Velickovic '91 Tran Vu '00 Mariaah Williams '00 Shihua Wu '10 Tiffany Xie '07

2021 Annual Report of Giving

D ONOR S Multi-Year Gifts Anonymous (2) Lloyd G. Balfour Foundation, Bank of America, N.A., Trustee Julie & Kevin Callaghan Bill Collatos Karen & Brian Conway Kerrie & James Coughlin Cummings Foundation Kate & Tom Gilbane Ross & Bob Henderson Pam & Bill Holding Liberty Mutual Foundation, Inc. Isabelle & Ian Loring Nicole & Terry Murray Tricia & Chris Schade The Sheth Sangreal Foundation 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 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 Peter H.O. Claudy Visual Thinking Strategies This fund supports Steppingstone’s Visual Thinking Strategies Curriculum. The Claudy Family

26 The Steppingstone Foundation

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 Matching Gifts Steppingstone would like to thank the following organizations for their matching gifts: Abbott Labs Adobe Systems Incorporated AllianceBernstein Homesite Insurance Bain & Co. Bain Capital Children's Charity LTD Bank of America Foundation Biogen Blue Cross Blue Shield of Massachusetts, Inc. Cleveland H. Dodge Foundation Grantham, Mayo, Van Otterloo & Co. LLC John Hancock Financial Services, Inc. Liberty Mutual Plymouth Rock Assurance Foundation Richard and Susan Smith Family Foundation Robert Half Staffing Rockpoint Group Charitable Gift Fund Vertex Pharmaceuticals

Year in Review, 2019–2020

Gifts In Honor Gifts were made to Steppingstone in honor of the following individuals and organizations: Elijah Allen Carolyn Attenborough Eric Bertelson Kathleen Butts Diana Zulay Chaves '05 Brian Conway Claudia Csuka Betsy Danziger Betsy & Rick Edie Anthony Eng Debbie Gelb Kate Gilbane Kelly Glew The Golden Family Robert S. Golden William W. Helman Mary Hull Paul & Ellie Johnson Grace Kenney Alison Scheier Levy Isabelle Loring Nick Loring Ursula Munger Raven Rankine '05 Pixley Schiciano Parker Henry Sullivan Will Viti Lauren Watson Jennifer Lee Weymouth The Wood Family Greg and Wendy Wyatt

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

2021 Annual Report of Giving

D ONOR S

Gifts In Memory Gifts were made to Steppingstone in memory of the following individuals: William E. Adams Emmanuel Taiwo Cole Desiree Coleman Patricia Conroy Michael P. Danziger Susan Gordon Felorah Jackson '09 Marie Joseph Alvan Rosenberg Eileen Stokes

The Steppingstone Foundation

NPEA We are grateful to the following organizations for their support of Steppingstone’s National Partnership for Educational Access: A Better Chance American Student Assistance Buffalo Prep Cate School Chicago Scholars Crossroads School for Arts and Sciences Daniel Murphy Scholarship Fund Design Group International EAB/College Greenlight Edvance Software EganWood Foundation and Kate and Tom Gilbane FormAssembly Jack Kent Cooke Foundation John Hopkins Center for Talented Youth Maya Consulting MEFA Milton Academy

Year in Review, 2019–2020

National Association for College Admisson Couseling (NACAC) National Association of Independent Schools (NAIS) Nellie Mae Education Foundation New Jersey SEEDS Noble and Greenough School Phillips Exeter Prep@Pingree at Pingree School Professional Education at the Harvard Graduate School of Education Reach for Excellence Schuler Scholar Program Story2 Test Innovators The Coalition for College The College Board The Common Application The Enrollment Management Association The Roxbury Latin School The Wight Foundation University of Michigan Ross School of Business Yale Young Global Scholars

This gift list reports on the 12-month period from July 1, 2020 to June 30, 2021.

The Michael P. Danziger Teaching Fellowship supported the following Summer Teaching Interns, who worked with young Scholars and learned from veteran teachers:

Chloe Diamond Dickinson College Dorsey Glew Barnard College, Columbia University Abraham Gonzalez ’11 Providence College Liza Hall Bay Path University Stephen Moreno Jimenez ’13 Harvard University Naoise Kelleher Mary Immaculate College Tess Lenihan University of Virginia Alexa Lewis Ursinus College Hannah Ortiz University of Massachusetts Boston

T H E M IC H A E L P. DA N Z IG E R T E AC H I NG F E L L OW S H I P With this fellowship, we honor one of Steppingstone’s founders, Mike Danziger, by supporting the development of teachers— the ones who drive change every day and who help make Steppingstone so deeply, individually impactful. Frederick M. & Lucy C. Danziger David M. Danziger Lorna Doran & Bruce Breimer Valerie & Doug Fleishman Donald Medor '01 J. P. Jacquet '95 & Mary Breda Morrissey Tracy & William Ullman Natasha Velickovic '91 Catherine & Scott Webster

T H E B R I A N J. C ON WAY F U N D F OR S C HOL A R S Honoring long-time Board Chair Brian Conway, this fund helps advance our mission by ensuring our long-term financial sustainability. Anonymous (2) Julie & Kevin Callaghan Bill Collatos Karen & Brian Conway Barbara & Michael Eisenson Ross & Bob Henderson Sue & John Simon

Emmanuella Udeh ’14 Tufts University

2021 Annual Report of Giving

3 0 T H A N N I V E R S A R Y S P ON S OR S During the 2020-2021 academic year, we celebrated Steppingstone's 30th anniversary. In order to stay safe, we celebrated at a distance with virtual events and stories that our Scholars and Alumni shared. We are grateful to our 30th Anniversary Sponsors whose generosity gave us an opportunity to reflect on the life-transforming power of Steppingstone at an incredibly pivotal moment. $100,000+ Kate & Tom Gilbane Isabelle & Ian Loring Mike & Hope Pascucci Medha Sinha & Bart Epker $50,000+ Anonymous (2) Amy Smith & John G. Berylson Karen & Brian Conway Debbie & Keith Gelb Kaia & Jonathan Goldstein The Kraft Family Foundation Annie & Matthew Mittelstadt Hilary & Langley Steinert $30,000+ Susan Jefferson Boney & Paisley Boney Peggy & Dick Danziger Fidelity Investments Fabian & Suzanne Fondriest Ropes & Gray, LLP Ross & Bob Henderson State Street Foundation, Inc. The TJX Foundation $25,000+ Anonymous Deb & Steve Barnes Sandy & Paul Edgerley Pam & Bill Holding

$10,000+ Anonymous Nancy Adams & Scott Schoen Katie & Don Bramley Camille & David Carlstrom Melanie & Jason Chiverton Erin & Devin Condron Stephanie & John Connaughton Kerrie & James Coughlin Makenzie & Daniel Domb Kate Enroth & Dana Schmaltz Suzanne & Fabian Fondriest Brittney & David Gammell Betsey & Charlie Gifford Mercée & Eric Glew Ross & Bob Henderson Jackie & Blair Hendrix Char Joslin & Les Cheek Karen Kames & Christopher Gaffney Brooke & Conan Laughlin Kate Lubin & Glen Sutton Barbara & Richard Melvoin Alison & William Monaghan Marion & David Mussafer Dr. Christine Olsen & Robert Small The Plymouth Rock Foundation Rachel Rock & Joshua Levy Pixley & Ken Schiciano Virginia Shannon Jenny & Sandy Weymouth/ Hess Foundation

B OA R D OF DI R E C T OR S Robert P. Henderson, Jr., Chair Hon. Denise Jefferson Casper, Vice Chair Lucy K. Galbraith, Treasurer Donavan D. Brown ’95, Clerk Joanne Jacquet Araujo ’98 Todd Bland Jennifer Block Dr. Vincent W. Chiang Brian J. Conway Betsy Lind Danziger

Mary Driscoll Peg Flanagan Fabian Fondriest Debbie L. Gelb Kate Gilbane Jonathan M. Goldstein Pamela R. Holding Joshua S. Levy Isabelle Loring Dr. Richard I. Melvoin Sofia Teixeira Mistretta ’94

Dr. Mariel Novas ’00 Dr. Stephanie Pinder-Amaker Alex Sacerdote John G. Simon, Co-Founder Rachel Skerritt Hilary N. Steinert Perry M. Traquina Jenny Weymouth Natasha Telesford Williams

B OA R D OF A M B A S S A D OR S Nancy Adams Pamela Albright Eric Andrew ’94 Ngozi Anidi ’98 Jeffrey Barber Julie Barron Susan Boney, Co-Chair Linda Borden Katie Bramley David Carlstrom Diana Chaves ’05 Susanne Chiang Melanie Chiverton Erin Condron James Coughlin Heidi Crean James Danziger

32 The Steppingstone Foundation

Betsy & Rick Edie Lee Englert Bart Epker Brittney Gammell Betsey Gifford Jen Hawkins Blair Hendrix Allison Johnson Char Joslin & Les Cheek Kasey Kaufman Brooke Laughlin Kate Lubin Anthony Mathieu ’02 Peter Monaco Alison Monaghan Mike Pascucci Drew Pluhar

Megan Riley ’04 Rachel Rock Annagret Sacerdote Matt Santangelo Tricia Schade Pixley Schiciano, Co-Chair Anthony Schweizer Kelly Segal Rachel Segall Virginia Shannon Brent Edward Shay Rob Small Douglass Williams Christina Wing-O’Donnell

B OA R D OF A DV I S OR S Ann Coles, Ed.D. William Fitzsimmons, Ed.D. Chris Gabrieli Paul Grogan

Joanna Jacobson Karl Reid, Ed.D. Jill Shah John S. Weinberg

B OA R D OF YOU NG P ROF E S S IONA L S Sanjay Achar Ashley Andrade, Co-Chair Carolyn Attenborough Tevin Barros ’07 Kara Burns Danielle Bynoe-Farid ’04, CoChair Olivia Corkery

Sophia Diserio Benjamin Hack Jasmine Houston ’04 Amy Huang McKenzie Jones Felix Liang ’06 Eliza Loring Ursula Munger

Anson Notman Adrian Obleton John Van Allen Luke von Maur Shihua Wu ’10

2021 Annual Report of Giving

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