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What I Just Said on that Last 3-Section Post, and Why It’s Such BASIC Info.

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Full post title of this post with shortlink: What I Just Said on that Last 3-Section Post, and Why It’s Such BASIC Info.(case-sensitive short-link ends “-4X1”)

And (to be honest) this post adds a closer look at Investure, LLC in Charlottesville, VA (and some of its clients), one of the subcontractors of a foundation I featured on the other post.

“That Last 3-Section Post” = the previous postWho Produced The Greenbook Initiative? And, About NGA, NCJFCJ, AFCC, Council on State Govts (Trade Associations You Should Know).  (Moved from “My Posts-Just the List,” on 10-5-2016, Expanded by 2/3rds and Posted 11/8/2016) (case-sensitive short-link ends “-4AK”)

Fair notice to readers.  I want this published today 11/11/2016 evening (PST in the USA), and WILL be revising it within the next few days after publishing.  Feel free to comment (just submit a comment — at the bottom of a post); I am notified within 24 hours by email whenever you do.

Nov. 13, 2016 update.  I had added a significant section, and am (hereby) removing it to: From Greenbook (2000-2007 Initiative) to Wingspread 2007 Conference on DV and the Family Courts to Now (almost 2017): One Full Generation of Incestuous Nonprofit Collaborations for PRIVATE Control of How DV and Child Abuse is Handled…  {{w/ case-sensitive short-link ending “-4Zu”}}    **including a note from yesterday that I was adding the section.  I have left some footprints behind in its place though about the Wingspread Conference of 2007, and about the family / foundation that had that Frank Lloyd Wright conference center built, which has become a National Historic Landmark and a source for international meetings since 1958.

**That link will not be active until/unless I hit ‘Publish’ on the draft.  Until then, clicking on it may produce WordPress’s “best guess” alternate.  Title + content matches = you have the right post.

That post is next priority to post, ideally by 11/15/2016.  I discovered that a Johnson heir was recently (within the last decade) accused of molesting his teen-aged stepdaughter repeatedly over a three-year period (ages 12 – 15), complicating prosecution in Racine, Wisconsin which apparently was virtually a company town (The family even owns a Bank on Main street named after themselves).  He got off with 4 months and less than a half-slap on the wrist, for your typical billionaire.  That (my friends) is one reason this intro rather expanded, in addition to pointing out the ongoing influence of yet another major global-corporate-empire family, and a particularly “We’ll keep this under private control” one also.

WINGSPREAD CONFERENCE CENTER and the S.C. JOHNSON (et al.) FAMILY LINE (3 conference examples — besides the 2007 one on “Domestic Violence and the Family Courts” shed light on how this works, or rather how The Johnson Foundation / Wingspread Conference Center combo has been working its wonders.  Beginning and end of the illustrations marked by the this same background-color and border size and color. Again, if your cause is favored by the sponsors, you are guests of the fantastic setting and Conference Center.

This famous home doesn’t appear to have been opened to visitors other than the Conference Center attendees (family hadn’t lived there since the 1950s) until perhaps Sept. 2014, when this article announced that “Wingspread” would be added to the S.C. Johnson “Racine Campus” (another Frank Lloyd Wright design) tours.  This implies that in the meantime, it wasn’t really open for tours.  Although being a National Historic Landmark since 1989, perhaps somehow it was.  Notice all the Johnson family names (forebears) being dropped by one of the current scions.

A 2010 WordPress “historic places photo blog” provides an image:

Click image for the 6/9/2010 wordpress post. Photo labeled “Co. 2010 Bo Mackison”

Arial view of Wingspread (2009?) from SCJOHNSON.com. Click image to see

Arial view of Wingspread (2009?) from SCJOHNSON.com. Click image to see “SCJohnson, a Family Company” website description for this image and the next interior view of the fireplace.

(Click on aerial view image for corresponding article at SCJOHNSON.com).

(Click on aerial view image above for corresponding article at SCJOHNSON.com).

Also reported in Chicago Architecture (9.25.2014) (but link doesn’t open), Landmarkhunter.com (stating it was open to tours, with reservation, and more descriptions);

Frank Lloyd Wright fans now have one more Wisconsin home they can tour. Sept.26, 2014 by Frank Spychalla in “Portage Daily Register” (at WisNews.com):

“SC Johnson’s Racine campus has added tours to include Wingspread, the remarkable home designed by Wright for Herbert Fisk Johnson Jr., the third generation leader of SC Johnson, and his family.

“Wingspread has special significance for my family and I’m pleased to add it to our visitor program. For me, these structures are so much more than just buildings, they are a constant reminder of some of the bold choices my grandfather made,” said Fisk Johnson, Chairman and CEO, SC Johnson. “Wright’s buildings are great architectural masterpieces and we feel a great responsibility to share his incredible work with the world.”



(Click this image for the description: Note: description reprinted by permission (co. 1977) from The Johnson Foundation, Inc.; website reads Copyright 2004-16 by Frank Lloyd Wright Wisconsin, Inc., and this is Fair Copyright Use.

Wingspread is the residence Frank Lloyd Wright designed and built in 1938-39 for the Herbert Fisk Johnson family. Shaped like a four-winged pinwheel, the 14,000-square-foot house balances grand spaces for social gatherings in the Great Hall with smaller, more intimate spaces in the bedroom wings. Set in a 30-acre property with a wooded ravine and a series of ponds and lagoons, Wingspread spreads elegantly across its gently rolling site – a site that Wright found “not at all stimulating before the house went up.”|| Even more than many of Wright’s earlier Prairie Houses, Wingspread seems to be the epitome of his “organic” architecture. Its four wings stretch elegantly out to embrace the prairie. Its primary materials – limestone, brick, stucco and wood – tie the house to the earth. From the center of this array of horizontals rises Wingspread’s 30-foot-high chimney, with five fireplaces on three levels. The chimney of warm brick is complemented by expanses of oak veneer, and bathed in the changing light from overhead and from the floor-to-ceiling windows that surround the Great Hall. At night the living room glows like a fire-filled lantern.

The Johnson family lived at Wingspread for 20 years in the last and largest of Wright’s Prairie Houses. Wingspread was given to the Johnson Foundation in 1959 as an educational and conference center. A formal dedication ceremony was held on June 24, 1961, at which Wright’s widow, Olgivanna, gave a brief speech.   Since 1960 the fireplaces have been the gathering spots for men, women and young people who come to Wingspread conferences from around the world. They come as guests of the Johnson Foundation to meet, plan and share ideas that will make a difference on behalf of the public good. National Public Radio, the National Endowment for the Arts and the initial blueprint for arms control all had their roots in Wingspread conferences.   Wingspread was designated as a National Historic Landmark in 1989… [all emphases — bold, underlining or italics — added. //LGH]]

Another conference series started in 1966, once a decade, took 30 years off, re-instated just in 2016 was also convened at Wingspread at the invitation of The Johnson Foundation — around the topic:

The Wingspread Conference VI:  Command and Leadership (<== link:  Feb. 2016 in FIRE RESCUE MAGAZINE).  Read to see purpose of original convenings was to produce reports intended to drive practice nationally — in this field. )

In February 1966, the Johnson Wax Foundation called 10 of our nation’s fire service leaders to the world famous Wingspread Conference Center in Racine, Wisconsin. The purpose of gathering this notable group of fire service leaders was simple: The Johnson Wax Foundation wanted to produce a useful document that described the “Statement of Critical Issues to The Fire and Emergency Services in the United States.” The mission was accomplished during this meeting in southern Wisconsin. In fact, a fire service tradition and legacy was born during this formative event. The fire service delegates reached consensus, identifying 12 emerging issues that were of national significance, with each statement needing further study, research, and resources to make impactful changes to the delivery of public safety services.

Along with the 12 statements, the Ad Hoc Committee pointed out that the Wingspread Conference should be held every 10 years. If the gathering was annually, the powerful statements would be less effective and repetitive. If the group waited too long, the effect of having a long-range plan to consider would be lost. This conference will be the sixth gathering and will be a great representative of the 50th anniversary of this process.

The Background and History 

In the first year, Chief (Ret.) William (Bill) E. Clark from the Fire Department of New York was the committee chair. Clark was serving as the superintendent of training for the State of Wisconsin during the time that Wingspread I was held. There were nine others attendees present.

The sixth Wingspread Conference is slated to occur July 18-20, 2016. After a 30-year hiatus, the Committee will meet back at the historic Johnson’s Wax Foundation Campus in Racine, Wisconsin. Chief Alan Brunacini is the modern day chair of this group and will be the presiding officer when the “opening gavel falls.” A total of 40 leaders from all walks of the American fire-rescue service community have been summoned to the shores of Lake Michigan to help forecast and shape the issues of “National Significance to solving the fire problem in the United States,” much like all of the previous attendees have been called to do.

You can see that expecting small groups summoned by the people running this conference center are expected to lead, basically, the world, including setting which issues are on the table (and by definition, which ones also simply are not).  

Interesting comment on the frequency of meetings every 10 years for effect, and that annually would be less effective.  When it comes to the family law  / domestic violence issue, we can see that there was a 1999 publication (probably from a 1998 meeting? although I DNK if it was at Wingspread) but next, 2007 meeting.

Interrupting the flow of this “FireRescue Magazine” quote (which will be finished below, look for the white font/black background quote), I found a revelaing 2007 Article in the Milwaukee Journal-Sentinel (as well as several pieces on the Wingspread Center’s being restored after years as a conference center).  2007 coincides with the NCJFCJ/AFCC Conference I’m specifically most interested in.

Notice how many of their own family members are always quoted, whatever the piece is, and how many family companies are also mentioned, in any publicity.  (FYI, I chose an arbitrary background color for this article which shows online as basic newsprint, black on white… to simply separate it from many other similar quotes):

Roger C. Dower, president of the Johnson Foundation. He is pictured with Helen Johnson Leipold, chairman of the foundation, at a recent event at the Wingspread Center.”

Johnson Foundation aspires to elevate Wingspread’s profile

By Jennie Tunkieicz of the Journal Sentinel

With new leadership and renewed vigor, the Johnson Foundation and its Wingspread Conference Center are entering a new era, the foundation’s chairman says.

Helen Johnson-Leipold, a member of the fifth generation of the Johnson family associated with S.C. Johnson & Co., says the time is right for the foundation and its educational conference center to tackle the big issues that affect people, society and businesses at a local, national and global level.

“There are so many issues, so many opportunities to bring people together who have different perspectives, to develop action plans and to have a significant impact on those issues,” said Johnson-Leipold, who also leads Johnson Outdoors Inc. and Johnson Financial Group.

…..The foundation and Wingspread have gone through a rather quiet period, hosting conferences on numerous issues but keeping the results and the actions limited to the participants.

No more, Johnson-Leipold said. “We’ll be more visible and more public.”

Helping to lead the foundation into this new era is Roger C. Dower, 54, who became president in March. Dower succeeds Boyd Gibbons III, who served as president for 10 years.

Dower brings a breadth of experience, knowledge and expertise to the foundation, Johnson-Leipold said. Most recently, he served as president of the U.S. Forest Stewardship Council.

Dower, who had attended Wingspread conferences in the past, said there is no match for what Wingspread provides as a conference center and as a place that fosters new ideas and new approaches to issues.

“It’s an experience, an event, a lot of energy in the room and getting people who have very different perspectives to come together on something that they all can take action on,” Dower said.

Intimacy Is Crucial

What makes Wingspread unique is its intimacy, Dower said. No more than 40 participants are involved in any conference, and all are housed on the grounds so meaningful discussions can take place after formal proceedings are held.

But first, Dower will be creating a strategic plan for the foundation, which he will have completed by the fall for review by the Johnson family and the foundation’s board of directors.

Notice that although not all family members are on the Board, they are still to review it.  The next list tells me a LOT about how the perspective on the family courts might have gone — which I didn’t know without this article (I also still don’t have the Form 990PF to any entity name which actually matches the public name being used throughout the press releases and on the Johnsonfdn.org website referring to the Conference Center..  From the description above, I think the Family Foundation may not be the one:

Wingspread is the Frank Lloyd Wright-designed home built in 1939 for H.F. Johnson Jr. and his family. In 1959, the Johnson Foundation was established and Wingspread became an educational conference center. It was established by an endowment from H.F. Johnson Jr. and it continues to be supported by the Johnson family and their companies. The foundation has a staff of 15

The board includes Howard Fuller, former Milwaukee Public Schools superintendent and director of the ==> Institute for the Transformation of Learning at Marquette University<==, and Gwen Ifill, moderator and managing editor of “Washington Week” and senior correspondent for “The News Hour with Jim Lehrer.”

UPDATE re: Gwen Ifill.  I am shocked and sad to learn that since I posted this (the green & gold quote, only yesterday) and while aware of Gwen Ifil as a major journalist, focused on the Marquette University connection of Howard Fuller (who as also mentioned first in the paragraph above) that Gwen Ifill died prematurely (age 61) from endometrial cancer, only yesterday.

The portions of this post below this update were written before I saw this news on-line, just now; I found only because being thorough in the above quote entails referencing both individuals, even though the first person and related subject matter already took up so much space.

“Miss Ifill reported for The New York Times and the Washington Post” (Brendan Smialowski for “Meet the Press” / Getty Image. Click this photo for the NYT coverage of Ms. Ifill on 11/14/2016)

The photo is from the NYT article, however I am quoting the Washington Post one, both are dated yesterday.

Gwen Ifill, Who Overcame Barriers as a Black Female Journalist, Dies at 61

 November 14 at 10:04 PM (in the Washington Post)

Gwen Ifill, who covered politics for some of the country’s premier newspapers before transitioning to broadcast journalism and making her greatest mark as one of the most prominent TV anchors of her generation, died Nov. 14 at a hospice center in Washington. She was 61.

The cause was endometrial cancer, said her brother, Roberto Ifill.

Her ill health led to recent absences from her jobs as co-anchor of “The PBS NewsHour” and as moderator of PBS’s “Washington Week” roundtable public affairs show. In February, she co-moderated a Democratic primary debate in Wisconsin between former secretary of state Hillary Clinton and Sen. Bernie Sanders of Vermont.

“NewsHour” co-anchor Judy Woodruff called Ms. Ifill a consummate communicator who exuded “the rare combination of authority and warmth. She came through the screen as a friend to people who watched her, but she also displayed the authority for people to believe you, to have credibility.”

Woodruff added: “She didn’t mind telling anyone when she thought they were wrong, on camera. She kept it respectful. She was one of the most graceful interrupters I have ever seen.”

Please in respect read the rest of this article.  Read more at: Gwen Ifill, Who Overcame Barriers as a Black Female Journalist, Dies at 61

Marquette University in Milwaukee is a Catholic Jesuit University and already (or at least currently) has a virtual AFCC stronghold in its Dispute Resolution Center or whatever it’s called is one among several named partners which, on look-ups, tended to be located at Jesuit Universities.

I see that AFCCnet.org/About/History page has been re-written or updated since I (quite a few times, actually) pointed out who they have listed as collaborators and partners, including at least three institutes based at Jesuit Universities (Creighton University in Omaha was one, Marquette in Milwaukee another, and as I recall, U Santa Clara in the SF Bay Area another, although a related connection to also Jesuit University of San Francisco was not mentioned there).

At this point, AFCC now, detailing the 21st century, acknowledged a 2009 event involving an Institute at Marquette in connection with one which happens to be in Chicago.  I have done background lookups (significant) on the one in Chicago, which is a center of mediation promotion from “way back.” (Let’s recall that, while it’s tax returns mistakenly report its legal domicile as “WI” the  organization is actually legal domicile Illinois.  Look at your map; the states are neighbors and both (as well as Michigan) border on the same Great Lake (Lake Michigan):

In 2009, the AFCC Board of Directors continued focus on initiatives to influence the field of practice and collaboration with other organizations. Among the special projects that resulted:

Marquette Law School Dispute Resolution Program at the law school seems to be heavily AFCC involved.  I cannot get more into this just now, but assure readers the AFCC connection at Marquette likely pre-dates the 21st century. 


More text from the web page imaged to left references a “Canon.”  Canon is a term from the religious sphere..

“Marquette also offers a Certificate in Alternative Dispute Resolution in Law for students who wish to emphasize training in ADR during their law school career.

“In addition to its outstanding DR faculty, Marquette is known for being on the cutting edge of ADR in the legal arena.  In December, 2013, the Dispute Resolution Program hosted a conference focused on Expanding the Canon of Negotiation, setting the stage for the Second Edition of The Negotiator’s Fieldbook, the highly successful ABA Publication co-edited by Professor Andrea Schneider.  In  Fall, 2011, the Dispute Resolution Program partnered with the Association of Family and Conciliation Courts and the Resolution Systems Institute to host The Future of Court ADR: Mediation and Beyond. A symposium issue of the Marquette Law Review focused on The Future of Court ADR is available here.  The conference website, including articles, surveys, and webcasts from the conference are available here.

In addition, Marquette hosted the first ever Dispute Resolution Works in Progress conference in 2007, and the International Media and Conflict Resolution Conference took place at Marquette University Law School in 2009. The Marquette Law Review Symposium Issue from the IMC conference is available here.  The Marquette Law Review also hosted a special symposium on the Uniform Mediation Act in 2001. The first symposium on the emerging interdisciplinary negotiation canon was held in Fall 2003.

The website from “The Future of Court ADR” 2011 symposium is a simple wordpress blog, and lists the opening plenary speakers, including someone from Creighton University as I mentioned above:

Ms. Schneider,

Andrea Schneider Law Professor and helps run Marquette Law School Dispute Resolution Center with colleague Jay Grenig

Andrea Schneider Law Professor and helps run Marquette Law School Dispute Resolution Center with colleague Jay Grenig

who is Princeton (Woodrow Wilson School of International Affairs and Public Policy, A.B. cum laude) and Harvard (J.D.) and a diploma from Florence, Italy seems to have made dispute resolution and conflict negotiation her life’s work; she is well-published, conferenced, and awarded.  The focus seems mostly international on her CV, I found only one article co-published in the Family Court Review.  There are several articles in a journal “Psychology, Law and Public Policy” or similar title (c.v. available at the link I provided):  That article was:

What Family Lawyers are Really Doing When They Negotiate (with Nancy Mills) 44 Family Court Review 612-622 (2006).

Her colleague at Marquette, Jay Grenig, received his BA at Willamette University (Salem, Oregon, not that the website offers that information) which has an interesting history vis a vis Protestant missionaries attempting to Christianize the natives, then (1841) start an “Indian School of Manual Labor” which wasn’t much appreciated (i.e., failed), so they turned to at least educating the white missionaries and children of other settlers.  This was also closely connected to the beginning of courts and law in these territories.  Jay Grenig got his JD at UCalifornia/Hastings School of Law.




Yes, It’s Relevant!  While Jesuit Universities also tend to often be in urban centers, are highly respected academically (examples:  Georgetown in D.C., Loyola in Chicago, U San Francisco in..San Francisco) the orientation does, and is intended to, spill over into social causes with a uniquely Roman Catholic flavor — and the Jesuit Order is the largest male-only order of the church.  When an organization  such as AFCC, by subject matter focused on the families, divorce, custody, and how to handle sexual abuse or assault and battery by family members opts for several “conciliation” or “conflict resolution” centers are religious universities, this does point to a general agenda in that field more in alignment with those universities.

Marquette University in addition to its open declaration of its theological orientation, requires a University Common Core of Studies, of which Rhetoric, Human and Social Ethics and Theology are 6 hrs required credits each, while “Mathematical Reasoning,” only 3 hours**:

Marquette University is a Catholic, Jesuit university located near the heart of downtown Milwaukee, Wis., that offers a comprehensive range of majors in 11 nationally and internationally recognized colleges and schools.

The University Core of Common Studies is the intellectual heart of a Marquette education, built on our Jesuit tradition and designed for successful life in the 21st century. The core comprises **nine knowledge areas essential to a well-educated person, a Marquette graduate.

Each knowledge area presents a unique way of understanding, that is, a distinctive intellectual tradition with its own methods and particular content. In most areas, you can choose from among different courses carefully selected by the faculty to meet the criteria of the core. The courses will open your mind and your heart to the most important ideas, ways of thinking, and values of this time and of all time….

Because core courses support all majors and programs, they will help you understand your chosen specialty in the broader context of a well-rounded Marquette education.


As part of its commitment to continuously improving undergraduate education, Marquette University is engaged in a multiyear process to revise its University Core of Common Studies. The UCCS provides the unifying academic experience for students across the university’s undergraduate colleges and is central to the transformational education our institution promisesLearn more.

That quote is called, I see, the “Preamble to the University Core of Common Studies.”  Found on the website under “Jesuit Resources” we also see that in 1990 the Pope made a declaration (r, an “Ex Corde Ecclesiae” whatever that is) on the purpose of Catholic Colleges (it says in the United States) and their relationship to the Church.  Nice to know about this as a U.S. Citizen, too, we can keep our allegiances straight:

[This being rather long, I say (regardless of your faith or lack thereof, this is being addressed to Catholic Universities, which typically will be private, and closely aligned with local religious entitites, which are tax-exempt without the requirement (ie.., for example, as an Archdiocese, etc.) to file tax returns.  ] Here are just two little excerpt, #3 in INTRODUCTION, and another, on the Identity of the Catholic Church in re: to the Holy See:


3. Since the beginning of this Pontificate, I have shared these ideas and sentiments with my closest collaborators, the Cardinals, with the Congregation for Catholic Education, and with men and women of culture throughout the world. In fact, the dialogue of the Church with the cultures of our times is that vital area where “the future of the Church and of the world is being played out as we conclude the twentieth century“(4). There is only one cultre: that of man, by man and for man(5). And thanks to her Catholic Universities and their humanistic and scientific inheritance, the Church, expert in humanity, as my predecessor, Paul VI, expressed it at the United Nations(6), explores the mysteries of humanity and of the world, clarifying them in the light of Revelation.

To clarify, (and remind us of Pope/UN connections), when referring to culture — the gender is “Man” but when to the Church, the possessive pronoun (Indicating ownership) is “her,” including “her” Catholic Universities.  Also:





. . . .3. The Catholic University in the Church

27. Every Catholic University, without ceasing to be a University, has a relationship to the Church that is essential to its institutional identity. As such, it participates most directly in the life of the local Church in which it is situated; at the same time, because it is an academic institution and therefore a part of the international community of scholarship and inquiry, each institution participates in and contributes to the life and the mission of the universal Church, assuming consequently a special bond with the Holy See by reason of the service to unity which it is called to render to the whole Church. One consequence of its essential relationship to the Church is that the institutional fidelity of the University to the Christian message includes a recognition of and adherence to the teaching authority of the Church in matters of faith and morals. Catholic members of the university community are also called to a personal fidelity to the Church with all that this implies. Non-Catholic members are required to respect the Catholic character of the University, while the University in turn respects their religious liberty(26).

28. Bishops have a particular responsibility to promote Catholic Universities, and especially to promote and assist in the preservation and strengthening of their Catholic identity, including the protection of their Catholic identity in relation to civil authorities. This will be achieved more effectively if close personal and pastoral relationships exist between University and Church authorities, characterized by mutual trust, close and consistent cooperation and continuing dialogue. Even when they do not enter directly into the internal governance of the University, Bishops “should be seen not as external agents but as participants in the life of the Catholic University”(27).

The footnotes at the bottom refer to different things; Footnote (26) to a 1966 Vatican Council. You perhaps can see where I’m heading with this requirement of such universities to accept the teaching of the Church in matters of faith and morals, when the subject matter, at least in the USA, will naturally entail also such things as divorce and custody, and leadership of households. The current Pope Francis (not the author of this document) was confirmed, it says (click on logo to lead to a website referencing the Holy See and attached biography, available in several languages) 13 March 2013. His biography reminds those who don’t already know, he entered the Society of Jesus (all-male only) in 1958 at the age of 22.

Again the “new leadership” (May 2007) of the Johnson Family Board:

The board includes Howard Fuller, former Milwaukee Public Schools superintendent and director of the ==> Institute for the Transformation of Learning at Marquette University<==, and Gwen Ifill, moderator and managing editor of “Washington Week” and senior correspondent for “The News Hour with Jim Lehrer.”

Dr. Fuller’s degree background includes this university, with a high dose of sociology, and his work background time as county HHS person in Milwaukee County, and (1995-1997, which is Welfare Reform years), Senior Fellow at Annenberg Institute for School Reform (high interest in charter schools):

Dept. of Educational Policy and Leadership at Marquette U.

Dept. of Educational Policy and Leadership at Marquette U.

Degrees Held

  • B.S. Degree Carroll College, Waukesha, Wisconsin
  • M.S.A. Degree School of Applied Social Sciences, Western Reserve University, Cleveland, Ohio
  • Ph.D., Sociological Foundations of Education, Marquette University

Career Background

Many years in both public service positions and the field of education, including:

  • Director, Institute for the Transformation of Learning (ITL), Marquette University. Supporting exemplary education options that transform learning for children, while empowering families, particularly those of low-income, to choose best school options**

{{**Since what year?  On a resume, positions typically have a start date attached (his other positions do). This one substitutes advertising instead. In context, it’s probably in part code for “I support charter schools and/or vouchers for children to apply to private schools when theirs are under-performing”)}}

  • Superintendent, Milwaukee Public Schools, June 1991—June 1995
  • Director, Milwaukee County Department of Health and Human Services, 1988—1991
  • Dean of General Education,Milwaukee Area Technical College, 1986—1988
  • Secretary of the Wisconsin Department of Employment Relations, 1983—1986
  • Associate Director, the Educational Opportunity Program, Marquette University, 1979—1983
  • Senior Fellow, Annenberg Institute for School Reform at Brown University, 1995—1997

Read the continuation quote to see that the Institute was founded also in 1995, when he was Senior Fellow over at the Annenberg Institute at Brown.  Meanwhile, it came out that students in Milwaukee Public Schools were near the bottom of the list for reading, just barely above Detroit.

History of the Institute (http://www.marquette.edu/education/centers_clinics/institute-for-the-transformation-of-learning.shtml)

Within Marquette’s commitment to social justice, Howard L. Fuller, Ph.D. (MU ’85) founded the Institute in 1995 to provide quality educational options for students of low-income families. Since then, the Institute has won nearly $14 million in grants from local and national foundations for working across systems to reform K-12 education in Milwaukee and nationally. The primary beneficiaries for all of the work of the Institute are low- income children and families in the City of Milwaukee, and children anywhere who are being ill served by the current systems of education.

The Institute’s first programs were underway by 1996. The Professional Development Center provided workshops for teachers in charter and private schools. Parents Organized to Work for School Reform addressed unresponsive schools. Technology Learning Centers operated in nine faith-based communities for families. The Wisconsin Charter School Resource Center served as an intermediary organization locally and nationally for information and policies….

The Institute publishedThe Milwaukee Public Schools’ Teacher Union Contract (1997), Lies and Distortions: The Campaign Against School Vouchers (2001), and Survey of School Choice Research (2005) to challenge misconceptions about School Choice.

In April 2006, the Wisconsin State Legislature authorized the Institute to accredit schools enrolled in the Milwaukee Parental Choice Program; an Accreditation Board established and monitored policies, while an Accreditation Support Center provided coaches and workshops to candidate schools.

The Legislature authorized the Institute to pre-accreditate schools in June 2009, through the Institute initiated the New Schools Approval Board

Interesting — if this Institute is or is not a specific entity, then the funds would have to go straight to Marquette U which houses the Institute, or in some way is associated with it?  Do they pay staff salaries including Dr. Fuller’s?

Ten Years later — December 2015, here’s a Milwaukee Journal-Sentinel Article that Legistation is being proposed to simply get this same institute $1.1M, but others objected it’s like a no-bid contract with no RFP…  The bill would literally require the Department of Public Instruction to award the money to the Institute: Bill steers $1.1 million to Marquette summer reading program  Unfortunately neither this article nor the link to another article about their “Summer Reading Program” actually describes it (organizationally):

By Annysa Johnson of the Journal Sentinel

A Marquette University summer reading program for children developed [[WHEN??]] by former Milwaukee Public Schools superintendent and education reform advocate Howard Fuller would get a $1.1 million boost from the state under a bill making its way through the Legislature.

The Assembly bill, proposed by Rep. Joe Sanfelippo (R-New Berlin), would require the state Department of Public Instruction to award Marquette’s Institute for the Transformation of Learning, headed by Fuller, $375,000 next year and $750,000 in 2017. And that could increase in coming years, he said, if the program is as effective as Fuller and Marquette have claimed.

“We’re using this as a pilot program,” said Sanfelippo, who learned of the Marquette program when he sat down with Fuller to discuss education issues in 2014. “We would fund it for two years so we can take a good, hard look at the numbers. And if we continue to see the results Marquette is achieving, we would hope to expand it statewide for any district interested.”

[Only 1 person dissented].

This took me a while to puzzle out what was that reading program, and why I was finding more about Summer Reading Programs (for Milwaukee) at the Hartman Center for Literacy (at Marquette) and not this Institute for Transformational Learning, not to mention a “Wade’s Foundation” reference to the summer reading program over at that Hartman Center.  On clicking the webiste (Dwayne Wade, basketball emphasis, “Give a Child a Shot,” etc.) I instantly knew I’d been there before.  No surprise, because “Wades Foundation” (a little hard/devious to track down, and I didn’t follow through this time) for fatherhood advocacy as a literacy tool.

Finally I found a year 2013 annual report on the resounding success, naming the Institute apparently as the leading organizer, which showed other partners, and of course a bunch of financial (foundation) partners too.  Read the report!…

Turns out part of the problem was the teachers also allegedly needing instruction in English language essentials (or so it was assessed), which led to the (there’s going to be one, most of the time, somewhere in this type of mix) the Training Method with its Certified Coaches and Presenters — who under “professional development” were recipients of a good chunk of the money raised !!.  The program was called LETRS (“Language Essentials for Teachers of Reading and Spelling”), and LETRS having been developed by someone involved with Common Core (K12) reading standards.

Each year we strive to implement new processes or procedures to continually improve our services to our students. This year, the big addition was to provide in-depth professional development for our teachers. While all our teachers have classroom management and student engagement skills honed through their years of teaching, MSRP teacher assessments in 2012 showed a need for specific knowledge about the structure of the English language, the reading acquisition process, and best practice in reading instruction. Our teachers were not unique in this regard. Study
after study has shown that colleges of education do not provide teacher candidates with the critical information to teach reading effectively to all students. {{Translation:  diversity &/or ESL or learning-disabled?}} We chose Language Essentials for Teachers of Reading and Spelling (LETRS) as our professional development program. This program was designed by Dr. Louisa C. Moats, well-known reading researcher and author, as well as a primary contributor to the Foundational Reading Standards of the Common Core State Standards. A certified LETRS trainer, Ms. Alicia Sparks from Cincinnati, OH, led six daylong sessions from February through April, three more sessions in July and August, and will conduct the final three sessions in October and November. In addition, Ms. Sparks, along with MSRP director Latasha Henry and consultant Ms. Mary Newton, completed six days of in-classroom observation, modeling, and coaching for our lead teachers during July.

Naturally, this content will be trademarked and those presenting it certified, plus some other recommended material, licensed by a certain provider:


See “Louisamoats.com”

Modules are often delivered within a sequence of three to five days of training or as a 3-credit course at the upper undergraduate or graduate level. We recommend that LETRS be delivered by a certified national or regional LETRS trainer.We recommend that teachers who have had little experience with or exposure to the science of reading and research-based practices begin with LETRS Foundations (Glaser & Moats, 2008). Foundations is a stepping stone into the regular LETRS modules. Foundations of Reading Instruction is now an on-line course offered through Sopris West or other entities that have licensed the content.

Dr. Louisa Moats has a 1966 BA in music from Wellesley, but ended up with an EdD from Harvard, with an intermediate (masters) in Learning Disabilties/ Special Ed. I am wondering what a “neuropsychology lab technician” (first job does) and reiterate my mantra that the fields of psychology and/or education prepare people for a lifetime of working for government institutions, particularly public schools or spinoff industries.

Education & Bio

Harvard University Graduate School of Education, Ed.D. (1982) Reading and Human Development

Peabody College of Vanderbilt, M.A. (1969) Learning Disabilities/Special Education

Wellesley College, B.A. (1966) Music

Dr. Moats has been a teacher, psychologist, researcher,graduate school faculty member, and author of many influential scientificjournal articles, books, and policy papers on the topics of reading, spelling,language, and teacher preparation. After a first job as a neuropsychologytechnician, she became a teacher of students with learning and readingdifficulties, earning her Master’s degree at Peabody College of Vanderbilt.Later, after realizing how little she understood about teaching, she earned adoctorate in Reading and Human Development from the Harvard Graduate School ofEducation. Dr. Moats spent the next fifteen years in private practice as alicensed psychologist in Vermont, specializing in evaluation and consultationwith individuals of all ages and walks of life who experienced reading,writing, and language difficulties. At that time, she trained psychology interns in the Dartmouth MedicalSchool Department of Psychiatry. Dr. Moats spent one year as resident expertfor the California Reading Initiative; four years as site director of the NICHDEarly Interventions Project in Washington, DC; and ten years as researchadvisor and consultant with Sopris Learning.


See also more detailed listing of “Positions Held” which contains a common mis-spelling (mis-use) of the word “principle” where the word meant is “principal” for her Sopris Learning (Longmont, CO) positions held, in the phrase “Principal Investigator” referencing grants.  This section also shows a significant part of career has been NIH or NICHHD-supported (under HHS?).  Also, in my quote above, you will notice many spacing errors (spaces missing).  While that may be a webmaster or html factor, this is still a website whose footer reads “co. 2010” under Moats Associates, and apparently has not yet been corrected or proofread.  There are spaces missing between lists with commas, after the word “a” as in “a doctorate” or “a licensed psychologist” and elsewhere.

SOPRIS LEARNING, INC. (currently in Dallas Texas) is headed (was started?) by a man with a degree in Journalism, then Business (UChicago), began his career with the Chicago Tribune, then moved onto a major school publisher, McGraw-Hill (going international) then for on-line education, the Virtual High School etc.  Their business is to support serve educators (of course) and one of their first self-descriptive paragraphs contains a misuse of the common word “comprise” showing a basic lack of general literacy (it does not take a direct object, but is used in a sentence as though it does).  And we wonder why fourth-graders in public schools can’t read???

Its punctuation (use of semi-colon instead of commas) is also incorrect.  They could’ve added a colon after the word “in” to correct that, or simply used commas, or just written a better summary sentence in the first place — or shown their leadership team and let readers figure this out.  I do not see a single link on the page to discover any team member other than the president!

See more at:

##Probably the word “from” is meant, unless all leadership team have diverse elements to their individual backgrounds. No link to other team members are shown, so I guess we’ll “take it on faith” they come from diverse backgrounds.

LETRS is shown as #3 among (if you also use the slider) 16 different, probably trademarked programs with cute logos:

At Voyager Sopris Learning™, our mission is to work with educators to help them meet and surpass their goals for student achievement. We offer unparalleled support in three key areas: meaningful student assessment; in-depth teacher professional development; and evidence-based instructional solutions.

What We Do

Innovative, evidence-based instructional solutions and services are at the core of what we do.

Voyager Sopris Learning® President Jeffrey Elliott has clearly learned on which side his bread is buttered, and the mathematics of having on-line deliverables (product) to sell to public schools, with help from some facilitators (salesforce?) who are not worthy of being named in the present company (on the company website).  He apparently learned this really early in his work life starting with a major textbook publisher (and in that field, the big ones tend to dominate the field; if they get a contract with the larger states — Texas, California, New York — other states tend to follow) (Read some “Diane Ravitch” for more info on the textbook industries).  I would expect this kind of business savvy from a UChicago MBA.

What concerns me is when people running Wingspread Conferences facilitate this by putting facilitators of this kind of in-your-face branded marketing to failing public schools and vulnerable students who have been cheated out of decent teachers or learning environments, for personal profit.  Dr. Moats (with a lifelong loyalty to the IDA — International Dyslexia Association) is marketing this company’s product in the form of LETRS in Milwaukee, brought in, apparently, by Dr. Fuller of Marquette U’s “Institute for Transformational Learning” (which title alone out to be a clue), and the Johnson Foundation chose Dr. Fuller for their fresh new board leadership in 2007.


Jeffrey A. Elliott (See work history since the 1990s)

Jeffrey A. Elliott (See work history since the 1990s)

Jeffrey A. Elliott is President of Voyager Sopris Learning, where he leads the company’s efforts to provide innovative, evidence-based instructional and professional service solutions to help schools meet and surpass their goals for student achievement. [[Dates missing — what years?]]

Prior to his work at Voyager Sopris, Elliott was President/CEO of The Virtual High School, an online learning provider serving middle and high school students. He led the company’s efforts to provide fully virtual and blended learning programs focused on career and college readiness, with a specific emphasis in the areas of science, technology, engineering, and math.  [[Dates missing — what years?]]

Elliott was President/CEO at Advanced Academics from 2003 to 2012, after joining the company in 2002 as Chief Operating Officer. During his time with Advanced Academics, the organization grew into one of the leading providers of online education for public school students in the United States. He led the company’s pioneering strategy to serve at-risk students and the deployment of its comprehensive online learning model.

From 1999 to 2002, Elliott was with Seattle-based Wright Group/McGraw-Hill Education, where he served as Vice President of Business Development overseeing three divisions of this leading educational publishing company. While at Wright Group [[for 3 years…]], he successfully integrated and managed international acquisitions, including publishing operations in Australia, New Zealand, and the United Kingdom. 

In 1996, Elliott joined newly formed Tribune Education as Director of Strategic Planning and Development. There, he was responsible for the company’s strategic planning as well as identifying and executing acquisitions and joint ventures. From 1983 to 1996, Elliott served in a variety of management roles at Chicago Tribune Company. He is a graduate of the University of Chicago Graduate School of Business and the University of Missouri School of Journalism.

– See more at: http://www.voyagersopris.com/company/about-us#sthash.KnSn6EDu.dpuf

I found this article at “Education Week” which provided NO date (not even a year) for the article, in the multi-colored, hyperlink-dense, cluttered page full of bright primary colors in a framework of ads.  TYPICAL of the field!!

Clicking on its source (“Geekwire”) I found a little more organized presentation.  Included this FYI and for the link to “JUMP math in Toronto” near the bottom.  Disclosure:  I have a background in teaching music (all different kinds of schools, across socioeconomic spectrum) including performance, theory and reading — which together are some very complex skills.  I’ll talk about this in fine print at the very bottom of this post under the title “JUMP Junior Undiscovered Math Prodigy Toronto/ Public vs. Homeschool Practices”


Everyone seems to grasp that entrance into a market serving the public schools is basically a captive market — once in, the possibilities (“do the math”) are nearly endless.  As these schools are so often (and for so many decades) continuing to fail their students, it’s a natural market niche, not to mention the students are provided courtesy the US Government, compulsory education laws requiring the infrastructure, and taxes keeping it going:



Back to a recent (Feb. 2016) Wingspread conference mentioned above:

FIRE RESCUE MAGAZINE (bottom of that page) sets the new agenda:

The Broad Agenda

The topics that will be discussed during our three days together will include, but will not be limited to, the following items:

  1. The Future of the Industry.
  2. Higher Education, Training, and Operational Simulations.
  3. Technology.
  4. National and World Economy.
  5. Homeland Security.
  6. The “Big Six.”
  • Our members.
  • Our customers.
  • Emergency operations.
  • Facilities.
  • Apparatus and equipment.
  • Sustainability (environmental protection).

These three days will be long and action packed. Fire service history will be the direct result of this work effort. Just like the previous five Wingspread Conferences, there will be a final written report produced and distributed. The document will be both paper and electronic formats. One can only speculate that the next conference will be held back on the Foundation’s campus in 2026.

Brunacini said, “The eyes of the fire service will be on Racine next year. Hopefully, the information that is produced will be useful and practical in guiding the way for the fire service over the next decade

Another example (just found) of use of Wingspread facilities for a 1998 conference of what then became a “virtual” organization, “Science, Health and Education Network.” Note reference to “The Ecological Age” and a subsidiary link to how “The Law of Humans” must be adjusted to “The Law of Nature:  Climate Change and Intergenerational Justice”” (which seems ironic, as I seem to recall a reference to “the law of nature and nature’s God” among our founding documents as a country). Called to this conference was leadership from the US, Canada and Europe. FUNNY how no representatives from: Africa, Asia (Southeast, Middle East or anything “East”), China or Russia were invited, nor anyone from Latin America or Central America. I guess if you got the US, Canada and Europe, you have everyone that really counts — as late as 1998??)

main website is SEHN.org

main website is SEHN.org

The page reads, in part:

Wingspread Conference on the Precautionary Principle
January 26, 1998

Last weekend at an historic gathering at Wingspread, headquarters of the Johnson Foundation, scientists, philosophers, lawyers and environmental activists, reached agreement on the necessity of the Precautionary Principle in public health and environmental decision-making. The key element of the principle is that it incites us to take anticipatory action in the absence of scientific certainty.

At the conclusion of the three-day conference, the diverse group issued a statement calling for government, corporations, communities and scientists to implement the “precautionary principle” in making decisions.

The 32 conference participants included treaty negotiators, activists, scholars and scientists from the United States, Canada and Europe. The conference was called to define and discuss implementing the precautionary principle, which has been used as the basis for a growing number of international agreements. The idea of precaution underpins some U.S. policy, such as the requirement for environmental impact statements before major projects are launched using federal funds. But most existing laws and regulations focus on cleaning up and controlling damage rather than preventing it. The group concluded that these policies do not sufficiently protect people and the natural world.


Further down on the same link, it lists the Conference Conveners (4, out of which only two links are provided out of which, the only remaining active link is to “The Johnson Foundation.”  The statement itself is also hypocritical — it talks in grandiose terms about democratic decision-making — that is, after pulling together a group of “anything but” representative of the stakeholders involved.  You can see an attempt to shift values from risk assessment and damage control to “Precaution” might translate into an (at this point, obsessive) use of the word “PREVENTION” regarding domestic violence.  Let’s not talk about what happens afterwords, let’s “prevent domestic violence before it happens” — Really?  And might not how it’s handled AFTER it happens inform a deterrence policy?

<==I’ll put this one in screenprint form only; see full-size (and the whole page), at http://SEHN.org/wing.html  For an idea of who is “SEHN,” see its main page, which shows this logo:


So, the 501©3 self-defining as promoting “The Precautionary Principle” as framed at the Wingspread Conference (1998) describes its originators:

Staff and Board
Download SEHN’s 2015 Annual Report 2015 hi-res / low-res 
SEHN was founded in 1994 by a consortium of North American environmental organizations (including the Environmental Defense FundThe Environmental Research Foundation, and OMB Watch) concerned about the misuse of science in ways that failed to protect the environment and human health. Granted 501(c)(3) status in 1999, SEHN operates as a virtual organization, currently with six staff and seven board members working from locations across the U.S.Since 1998, SEHN has been the leading proponent in the United States of the Precautionary Principle as a new basis for environmental and public health policy. SEHN has worked with issue driven organizations, national environmental health coalitions, municipal and state governments, and several NGO/government teams to implement precautionary policies at local and state levels.Mission
The Science and Environmental Health Network engages communities and governments in the effective application of science to protect and restore public and ecosystem health.

And that looks like a separate post (or an obnoxiously long “footprint” on the top of this one).  Apologies to anyone who might have been reading this while major sections appeared, then disappeared as I continued writing, and afterwards editing, the discussion.

Continued (possibly repeating the above screenprints and text — or simply moving them there, too — by the time I get done) at: The “Wingspread Conference | By Special Invitation Only” Version of Just and Sustainable World – a “Precautionary Tale” (SHEN.org 1998 Conference)  Post started 11/14/2016 Monday (as, in fact, another conference on Restoring the Joy to the field of Nursing is apparently taking place.  Not much detail available on that conference from the website, such as who was invited this time…).


So, obviously, the “Wingspread” element brings up a certain website (http://www.Johnsonfdn.org) self-labeled with a logo and moving banner page showing its current favorite topics, predictable among many foundations these days.

Johnson Family Foundation WI 2014 990PF 25 $13,843,335.00 36-7092273
Johnson Family Foundation WI 2013 990PF 27 $13,919,660.00 36-7092273
Johnson Family Foundation WI 2012 990PF 25 $12,860,161.00 36-7092273





Regarding Johnson Bank, I see that Winifred J. Marquart made sure to assign her rights to purchase certain options to a Trust in her name (“Winifred J. Marquart Third Party Gift and Inheritance Fund”), and as settlor of that trust, to The Johnson Bank (about two more SEC filings clarify) the options being to purchase shares in that 1988 trust (above) before January 2005.     The options were to purchase shares in Johnson Outdoors. Assignment of various options by Winifred J. Marquart to Johnson Bank (<==read to clarify better) as trustee of (various trusts), most but not all of these, regarding Johnson Outdoors stock.  (Dec. 2004) Later the option was exercised.




Their wealth must be held elsewhere than in the above family foundation apparently related to the Wingspread Conference site; the above foundation is simply not that large — and the family wealth absolutely is.  They’re not Rockefeller, or Bill & Melinda Gates, but there are several family members controlling several ongoing industries, not to mention a private bank, trust company and insurance company.  They also set up a private school (The Prairie School) for their executive employees’ kids to attend, locally, and contribute to indirectly to the for-profit “Acelero” Head Start programming, which I already remember as one of the larger recipients of HHS grants under Early Head Start (or similar).

Excerpt from 2014 grantees (largest grant, $600K of $854K total went to the Adler Planetarium in Chicago):

Image Filename: yr2014-johnsnfamily-fndtn-ein-367092273-sched-i-grants-exceprt-showing-next-gen-now-prairie-school-in-racine-wi.png

CLICK IMAGE to see entire tax return: Image Filename: yr2014-johnsnfamily-fndtn-ein-367092273-Sched-I-grants-exceprt-showing-next-gen-now-prairie-school-in-racine-wi.png


This particular family line, however, starting with S.C. Johnson & Sons floor wax, generations ago, has indeed diversified into sporting goods, been a significant influence in promoting UN-style Climate Change / Sustainable Practices / Environmental Causes in the US, and like the rest of them also heavily promoting Zero-to-Five oriented programming, not to mention Expanded School Mental Health Programming (i.e., using the public schools to promote other things)

Whatever it is that’s being promoted, between offering use of the conference facilities and choosing who and what to promote, this particular group has a lot of weight to wield.  And that the NCJFCJ and AFCC both chose Wingspread (or vice versa) is significant in “where these two organizations’ heads also are at.” Certainly representative government is not a high priority, and control of the courts, which — let us not forget — also prosecute crime and incarcerate criminals — however, IS a very high priority.

Family courts are NOT criminal courts and for an organization of judges of family and juvenile courts to attempt to drive the system which handles adult criminals and set guidelines for what is and is not criminal on a national level, is a real and a serious agenda that ought to be discussed in the open — not in private conferences, through private associations, continually on private professional journals the public can’t always access.

The involvement of the Wingspread facility and the foundation behind again, reveals intent.


Below the images of ‘Shine Early Learning” and “Jump Start” and some info on Acelero, are images from 4 out of the 5 (on a sliding banner) on “The Johnson Foundation at Wingspread home page.  Notice that every one continued to recommend more mental health services in public schools.

By both promoting on its web page, hosting probably VERY nice conferences on the Wingspread Conference center (to the chosen groups), and privately from the foundation itself (which I managed to track down the Form 990-PFs for — they certainly aren’t offered on the main website above) granting to nonprofits which run specific programming, which promotes other programming, all those collaborating — with each other on the projects — can get a piece of the action, and the revenues to go with it.

For example, (image shown above) The Johnson Family Foundation gave to “Next Generation Now” which is running Acelero, Inc. early Head Start stuff.  Acelero, Inc. has offices in Racine and Milwaukee, Wisconsin (says its website), but also pushes “Shine Early Learning” with its colorful logos, and that being a NY organization:



Sample of “You Scratch Our Back, We’ll Scratch Yours” Activity

re: Early Childhood Education:

Shine Early Learning offers innovative, integrated approaches to:

. . .to help Head Start, Early Head Start, and early childhood education programs reach their own ambitious goals. We would love to learn more about your program and how we can help you be successful!

Contact Us

Shine Early Learning
63 West 125th Street,4th Floor
New York, NY 10027

For Shine Assist and Shine Implement partnership inquiries, please contact:

(Further clicks reveal more marketing efforts using Zero-to-Five Funding Opportunity (in one case) availability in Ohio (Shine Implement); and typical “it takes a nonprofit to run a for-profit program” combo also found in the marriage/fatherhood curricula marketing fields.  Those two (Assist and Implement) it says started only in 2012 and 2014; the idea being to fill up Early Head Start classes and use the nice, new programming…).

Actually, Acelero Learning, Inc. is a for-profit with an interesting set of co-founders with related interests in the Charter School movement, New Venture Fund for Schools, Jumpstart, etc.  From a 2011 article on this, including some up-sides and down-sides of the same:

A for-profit approach to Head Start (May, 2011 in the Hechinger Report)In 1998 Congress passed a law that opened the door to for-profit companies, and changes to the program proposed last year might lead more companies to take advantage of the opportunity.

Running a Head Start center tends to be an altruistic endeavor: Operators often must rely on donations and volunteers to make ends meet. Acelero, headquartered in New York City, is the first and so far the only large-scale for-profit Head Start operator in the country

Besides earning profits, Acelero’s leaders are also intent on introducing education reforms popular in K-12 settings into Head Start. The New Schools Venture Fund, which invests mainly in charter school networks, has also invested in Acelero, and one of the fund’s administrators sits on Acelero’s board.

Yet Acelero’s CEO, Aaron Lieberman, a Yale graduate with an interest in the sort of market-based education reforms that have fueled the charter school movement, believes he has found ways to turn profits from one of the country’s longest running anti-poverty programs…

Lieberman, who grew up in Arizona, began his career in Head Start when he was a college senior at Yale majoring in English. He had worked summers at a camp for disadvantaged children from New York City, where, he said, “You just saw kids make unbelievable gains and progress.” In 1994, he taught in a Boston Head Start center while launching a nonprofit called Jumpstart, which hired college students to work as tutors in Head Start programs. In 2000, Lieberman left Jumpstart to pursue a long-time goal: running Head Start centers himself.

So, he started nonprofit, and then moved to nonprofit taking advantage of the increasing criticism of Head Start dysfunction (Nationally) and laws opening up 25% of them to competition.  It took quite a while for me to locate the Jumpstart tax returns, for one because the organization name doesn’t even match its name on the website, and the website is “Jstart.org” not “Jumpstart.org.”  now that I’m there, I see a rather shoddy-looking website (and graphics on the annual reports), a tax return uploaded to their site full of “See Additional Tables,” and I see that they are still propped up by the private sector, despite also taking (apparently) Americorps, that is CNCS, grants from the government sector.  Year 2014 it was about $10M to $7M (private + fundraising event contributions vs. government grants) and that of the $3.46M grants were (all) labeled as “Americorp Funds for Jumpstart Programs” as given to multiple colleges across the country:

Total results: 3Search Again.

Jumpstart for Young Children- Mid-Atlantic Region MA 2015 990 56 $8,739,434.00 04-3262046
Jumpstart for Young Children MA 2014 990 76 $7,388,922.00 04-3262046
Jumpstart for Young Children MA 2013 990 62 $6,293,479.00 04-3262046
The website, Jstart.org, reveals this logo, not actual business name.  Their Annual Reports do not divulge the actual business entity name, that I can see, either.  If “Jumpstart Children First” were a dba then it should’ve been shown on the IRS forms above.  The second image shows the wallpaper behind a featured program (“Read for the Record”) also bears a phrase which doesn’t match the company name.

Image filename: ohnson-foundation-wingspread-22charting-new-waters22-and-expanded-school-mental-health-banner-1-of-5-on-home-page (actually this screen was subtitled "NAVIGATING new waters" and the next (not shown) "Charting" new waters -- about the water supply.

Image filename: Johnson-foundation-wingspread-22charting-new-waters22-and-expanded-school-mental-health-banner-1-of-5-on-home-page (actually this screen was subtitled “NAVIGATING new waters” and the next (not shown) “Charting” new waters — about the water supply.

Image Filename: ...combating-infant-mortality22-and-expanded-school-mental-health-banner-3-of-5-on-home-page

Image Filename: …combating-infant-mortality22-and-expanded-school-mental-health-banner-3-of-5-on-home-page

Image Filename: ....healthier-environment22-and-expanded-school-mental-health-banner-4-of-5-on-home-page

Image Filename: ….healthier-environment22-and-expanded-school-mental-health-banner-4-of-5-on-home-page

Image filename: ...stronger-communities22-with-samuel-c-johnson-quote-and-expanded-school-mental-health-banner-5-of-5-on-home-page

Image filename: …stronger-communities22-with-samuel-c-johnson-quote-and-expanded-school-mental-health-banner-5-of-5-on-home-page

Meanwhile, after The Greenbook Initiative, another conference IN 2007, called the WINGSPREAD CONFERENCE ON DOMESTIC VIOLENCE AND THE FAMILY COURTS (<==search this phrase to see in how many circles it is quoted) with some of the same players being held in Racine, Wisconsin, continues along the lines of “domestic violence differentiation” and shows the alliances among the network continued well into the 21st century.

Again, let’s take us through the turn of the 20th/21st century into its second-generation, continued privatized control of the court system through foundation-funded nonprofits, and foundation-sponsored (with federal agency support) conferences as well:

1999 NCJFCJ publishes “The Greenbook.” 2000-2007 pilot demonstration projects called “The Greenbook Initiative”.  2007 the Wingspread Conference in Racine, Wisconsin (note:  AFCC is also showing a home address of Madison, Wisconsin).  March, 2008, two well-known (to be) AFCC members (Nancy ver Steegh and Clare Dalton) write up the report.  Posted here at NCDSV (which is a mainstream DV organization also receiving HHS support); Footnote 7 of this lists the attendees.

May, 2008, it is published in the (AFCC/Hofstra University-published) Family Court Review, the professional journal AFCC started in the first place, in a 139-page issue dedicated entirely to domestic violence! (Found at OnlineLibrary.Wiley.com):

Family Court Review July 2008 from OnlineLibrary.Wiley.Com site; the last word of abstract (not shown in this crop) is simply "groups." Work groups.

Family Court Review July 2008 from OnlineLibrary.Wiley.Com site; the last word of abstract (not shown in this crop) is simply “groups.” Work groups.




TABLE OF CONTENTS FOR THIS JULY, 2008 ISSUE, which ranges from Page 431-570: (each article has “Abstract” “Article” “Pdf” and “Request Permissions” sub-links.  Because I provided the main link from which Table of Contents can be accessed and to save vertical space, I’m omitting those under each Chapter/ Article in the quote:

SPECIAL ISSUE: Domestic Violence

  1. INTRODUCTION OF SPECIAL ISSUE EDITORS (pages 434–436) Kelly Browe Olson and Nancy Ver Steegh

    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00212.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00213.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00214.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00215.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00216.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00217.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00218.x


    Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00219.x



      Version of Record online: 14 MAY 2008 | DOI: 10.1111/j.1744-1617.2008.00221.x


Unlike the introduction, most of this post focuses more on the international involvements and on the foundation/nonprofit factors involved in this ONE initiative, as well as my deep concern to see so little public discussion of this, and subsequent initiatives” being strategically advanced to alter the nature, focus, and practices of the US family court system, and the civil AND criminal handling of criminal matters, specifically where one individual perpetrates major harm upon another involving serious injury, and as repeated year after year, with long-term consequences to all involved.


Regarding: “Effective Intervention in Domestic Violence & Child Maltreatment Cases: Guidelines for Policy and Practice, by Susan Schechter and Jeffrey L. Edleson, PhD”

February 6, 1999

This publication, also known as the Greenbook, is the official policy ofthe NCJFCJ and sets forth principles and recommendations for improving the policies and practices of child protection services, domestic violence services, and juvenile courts. The five chapters contained in the Greenbook (Guiding Framework, Foundation Principles and Recommendations, Child Protection System, Domestic Violence Services for Families, and Courts) are outlined in the Executive Summary. For more information regarding the Greenbook Initiative visit http://www.thegreenbook.info/.

Cost: one FREE copy, $5.00 for each additional

That’s nice the NCJFCJ has an “official policy,” however, despite the presence of multiple judges or leaders of the administrative sectors of certain courts on their board of directors, they have no legal right to set policy for courts under the control of state governments.  They do however, have influence in running judicial colleges, trainings, and through associates and affiliations.  But, in the U.S., we are not under national government by private, non-stock, nonprofit corporations with the words “COUNCIL” in their names.  In some forms of government the word “council” (as in “tribal council” has a specific, leadership meaning and role; but not so with the USA overall.

So in making this “official policy pronouncement” it is attempting to exert an influence any judge should know a private association does not have by law.

(From “Executive Summary” Page, they are selling copies of it for $5.00 on NCJFCJ website, although it was supported by these entities and grants, per this executive summary), although the project was already supported by two public grants and by two separate private foundations,  as this next detail transcribed from the cover pages below shows:

This project was supported by Grant No. 90-XA-00031-01, awarded by the US Department of Health and Human Services; Grant No. 90-CA-1627 and Grant No 98-VF-GX-K002, awarded by the Office for Victims of Crime, Office of Justice Programs, U.S. Department of Justice; and the David and Lucille Packard Foundation and the Johnson Foundation.  Points of view or opinions in this document are those of the authors and do not necessarily represent the official position or policies of the funders.”

A recent search of 990finder came up with 598 results in multiple states labeled “Johnson Foundation” some with first names, added, some without.  Strangely, “The Robert Wood Johnson Foundation” did not come up.  Project with public receipts taking private foundation grants also ought to be required, in the public interest, at a minimum clearly identify the private foundations acknowledged by their correct legal names AND EIN#.

The public already supports both those federal agencies, as well as both the universities named below (Iowa and Minnesota) of the principle authors, as well as the University of Nevada — all public universities, and in addition, tax-exempt being a privilege, they support by making up the difference for whatever tax-exempt foundations (in exchange for significant controls) offer in the way of revenues by being charged waking up, going to sleep, standing up and sitting down, on public media, for the burden of “the Deficit” while the public/private partnerships step in, offer to do, or at least STEER government entities, committing SOME of their revenues (typically far less than 10%) of SOME of their tax-exempt foundations in exchange for reduced taxation on their non-program-related assets which, as assets have a tendency to do, WILL be producing taxable income.

The NCJFCJ’s and its related “Fund” (two different EIN#s)  tax returns are at the bottom of the previous post, Who Produced The Greenbook Initiative? And, About NGA, NCJFCJ, AFCC, Council on State Govts (Trade Associations You Should Know).  (Moved from “My Posts-Just the List,” on 10-5-2016, Expanded by 2/3rds and Posted 11/8/2016)  I also have some posts on the NCJFCJ in the first half of 2016, see blog Table of Contents (should be top post on blog) 2016 post.

greenbook-exec-summary-image-2-of-2-from-ncjfcj-website-showing-title-and-publisher image-2-of-2-greenbook-exec-summary-from-ncjfcj-website

Executive Summary. (<==Click to See full-sized; the two images above are one page on the Executive Summary).

Omitted from the labeling of Edleson and Schechter in their university affiliations is what departments they were in — which is significant to understanding what approach the Greenbook was going to be taking.  In both cases, it was School of Social Work.  Question:  If the departments within a nonprofit are shown, why was not with which school the two co-authors are associated within major state universities also revealed in 1999?


NCJFCJ, despite the presence of the words “Courts” and “Judges” in the title — and the presence of judges, and some administrators of courts on its board over the years — is NOT a government entity under state OR U.S. Federal legislation; it IS, however, a privately controlled business entity ensconced at a public university. It is a nonprofit organized around civil servant employees of government entities at the state level or below, and as a nonprofit (see letterhead) it is ensconced (primarily) at the University of Nevada/Reno.

It claims origins in 1937.  If true, this means that before World War II there were plans to coordinate and consolidate the nation’s courts and treatment of juveniles (i.e., federalization) from outside the governing (legal, elected and appointed) officials apparatus, across jurisdictional lines, and through a mechanism enabling contributions by the private, that is to say, corporate sector (tax-exempt) sector.  I would like to see the evidence that it goes back to 1937, not just the 1970s as the records in Nevada show, however, either way the NCJFCJ which published this, has to acknowledge it represents the official policy of the “NCJFCJ” and not of the nation.




Motto under the logo reads

Motto under the logo reads “SAFETY – STABILITY- WELL-BEING.” “Well-Being” is also a specific phrase (sound-byte) which has been incorporated into titles of a trade-marked type of model court (Miami Child Well-Being Court(™)), of Centers within University (Princeton: Center for Child Well-Being; Columbia: Center for Research on Father and Child Well-Being)… In other words, the noun-phrase “Well-Being” usually combined with the word “Child” or “Family”) has a general, common English use, and positive understanding, but among social work, court, and certain other types of  professionals, more application-specific meanings which may miss the public understanding UNLESS they study how these things are organized, set up for pilot programming– evaluation — replication — and promulgation. [end caption by blogger “LGH”]]

I was talking about The Greenbook, and The Greenbook Initiative.  What’s frightening is that The Greenbook Initiative is now over with and its conclusions, results and practices further “baked into” the delivery of protection, justice, intervention (etc.) in US family courts with so very little attention by mothers and their advocates involved in the fights of their lives, attempting to balance personal safety (their children’s and their own) with custody litigation, and being coached on-line to take the “main-line” approach promoted by the basic advocacy options seen nationwide today.

Thereafter, the Family Court Enhancement Project (FCEP) took up the cause along the same general lines and practices, and I have yet to see an consciousness, among the people concerned about the family courts’ treatments of children post-separation from DV, on the significance of the Greenbook Initiative!  

In other words, the information does not seem to have been “processed” by the public, just what is going on in private, among all kinds of “advocates” allowing private financing to determine direction of public institutions such as the courts.  of course public financing is also encouraged for paradigm-shifting and practice-changing (and evaluating), not to mention sustaining the allegedly dysfunctional public institutions in the first place.

I said “allegedly” because, if you read this blog, “dysfunctional” is only in relationship to the ultimate purpose. IF the purpose is alleviating poverty and protecting children (and their caretaking parents) from violence, i.e., keeping them safe and improving the overall “Well-Being,” I feel safe to say, these courts are obviously “dysfunctional.” However when the same cast of characters and organizations speaks of that dysfunction, I have to look honestly at what purposes their practices have been indicating, and whether using the word “dysfunctional” in this context isn’t a form of feigned empathy, i.e., “we’re all on the same page and just want to protect people, and provide justice through the family courts also.”


Full post title of that Last 3-Section post (with shortlink):Who Produced The Greenbook Initiative? And, About NGA, NCJFCJ, AFCC, Council on State Govts (Trade Associations You Should Know).  (Moved from “My Posts-Just the List,” on 10-5-2016, Expanded by 2/3rds and Posted 11/8/2016)

The platform for this post was obviously a discussion of The Greenbook Initiative, which itself is a discussion on the family-court-related topics of how these family courts handle: Domestic Violence, and Child Maltreatment.   But I tend to look at operations, remember this is an “UNcommon Analysis blog.

It should be by now commonplace to comprehend not only the vitality of admitting that there IS a “Public/private” powerful network which blurs the lines between government and business, but also the importance of knowing at least some basics on how it’s operating.

Speaking of the network overall, it does have SOP (Standard Operating Procedures) or should I say as the term goes, “practices” which can be observed in motion — when you observe the moving parts.

The network itself, when it goes public and on-line with content of conferences, or pilot projects, or studies, is discussing subject matter (content), and its own moving parts in terms of that subject matter.  What they are NOT discussing in common, meaningful language for the public good, is who are the speakers?

Some of these “speakers” are parts of government (federal, mostly), and others are private corporations, non-stock, with boards of directors, earning their revenues from SOMEWHERE, and until it’s determined whether or not (and ideally how much) is also from its own government “partners,” we outside observers have no way to discuss, other than as passive audience, that conversation or conference after the fact, or talk about what it symbolizes in the larger picture.

What I do differently is take a different perspective.  I observe the speakers as moving parts not just in the agenda being promoted, but in the larger, economic perspective, and using terms that better reflect the existing power structures in this country, economically.

WHEN DISCUSSING ANY PURPOSE or PROJECT of ANY Public/Private partnership (which obviously The Greenbook Initiative was) failing to observe the moving parts[ in this case part of what’s moving is some mouths are flapping, figuratively speaking.  Communications are posted on-line] (starting with naming them)  is like trying to analyze the performance of a car with reference ONLY to the fuel, and no consideration for the fuel delivery parts, and above all, by looking at an individual vehicle, what type of activities it seems to be geared for (whether off-road, racing, reduced fuel consumption, speed, or sex appeal).

And of course never considering that the vehicle exists for financial profit, not loss to its manufacturers in addition to whatever benefits it provides the end-users.

In this case, the Greenbook Initiative partners declare they are analyzing the moving parts of a vehicle arbitrarily named  (in essence) “Child Maltreatment and Domestic Violence:  Guidelines on What To Do About It” with a view towards fixing identified problems.

In my posts, instead of jumping on that moving train, that bandwagon, I analyze the Greenbook Initiative Partners (and some of the employees) as a class of mechanics working on something I have a right to regard as MY car — public institutions, the courts the law enforcement, in regards the laws, in this country.  I also analyze, or at least point out, they are recipients of public funds.

What the publications and proposals (and pilot projects) of The Greenbook Initiative do, as shown on the website pages (other than reveal so many flaws and in general a disrespect towards the public for such flawed presentation of even their own partnerships names), and for those who pay attention, some inbred relationships among the various partners,  is to have some public theater in discussing the delivery vehicles of “civil and criminal justice systems” vis a vis, what else:  Domestic Violence and Child Maltreatment.

I say is there for posturing — adopting a posture, which I’ll summarize as:  

“We Care, and We Admit There’s a Problem”

“As the problem-solvers, “We’re On It.”

“Being neutral, objective, and having subject matter experts, we also are only following the natural conclusions of our project studies in designing the pilot initiative.”

This posture is designed to set the public at ease and discourage them from asking questions like — what’s really going on here; who are these groups, who are their partners, and how much of OUR MONEY (public funds) was spent on this?

One quick way to lead to even more valuable informationi s attempting to find that out from the website itself.  As I recall, I showed on “that post” on the bottom third, that a listing of which USDOJ grant was involved in The Greenbook (itself) resulted in a grant name which couldn’t be found.  For one, the USDOJ/OVW doesn’t post grant numbers in their records of grantees, grant titles, and amounts received when.  That’s a real red flag.



The three sections, roughly speaking about one-third of the length.  Each one would be a medium-sized post.  Not including the introduction, these are labeled (the blue-bordered boxes added here for easier identification; not in original post):


(1) Greenbook Initiative “Evaluation Partner,” Avon-heiress-based, +/- Billion-Dollar Assets, Edna McConnell Clark Foundation (“EMCF”), and Its Other Friends and Sponsors besides FVPF & NCJFCJ.

  • Preface Section — what is “EDC, Inc.” doing here as Evaluation Partner? Their focus is international development, and their funding is also international in origin as an UNESCO-designated “Associate NGO” and a USAID-designated “Private Voluntary Organization” (Volunteering after the $159M/annual contributions, that is??)
  • This section precedes the detailing of Edna McConnell Clark Foundation.

The list of GreenBk Initiative Partners:  Excepting the Federal Agencies at the top, here’s where “EMCF” fits in:

UNDER THIS SECTION, just referencing “What’s EDC, Inc.” doing here? and its funders, even though providing links for continuation posts, became such a substantial part of the post, that I announced (flagged) where the “ECMF”  drill-down as yet another Greenbook Initiative Evaluation Partner… as shown in the next red-bordered box… was about to start.

Between that subsection and the ECMF Drill-down, (not to minimize section 2 and 3 below it), some heavy “artillery” for breaking down this subject matter in its bottom-line reality, was delivered in a single post.  Please consider yourself warned to watch these organizations as actors, and as memberships of a network of actors located in the US but with global development-oriented connections and intentions.

Concluding the extended section about (1) “EDC” and (2) Greenbook Initiative (webmasters?) inability to properly label parts of two federal agencies, and now beginning the drill-down on EMCF:

(1) EDC split-off continuation post, again: Do You Know Your EDC (EIN#04-2241718 in Massachusetts)?  Or Why It Became a Greenbook Initiative ~Evaluation Partner~ Alongside ICF International and the NCSC? If Not, Pls. Look Now! (<==Link will lead to this post when it is published; before then WordPress may make a “best guess” redirect)

(2) Further relevant information on the Federal Agency weird nomenclature used by Greenbook Initiative webmasters (or whoever put together information for the “partners” page), again, continued because, as I said above, Too much detail for this post, subsidiary to my other points, I’ll stow it on a separate post, called The Greenbook Initiative Federal Partner HHS/CDC/==>NCIPC<== (established ca. 1993, its New Director’s IVAT-dispensed Linda Saltzman Memorial Award, + SAVIR+ The Safe States Alliance.

 Prepare yourself to break new ground in basic understandings, and to be looking at images of tax returns with the idea you also put your face in front of the same information, full-sized, and think seriously about what it is telling you!  I also look at collaborators with EMCF and at least one of its subcontractors, as I recall, below.  This is still part of “Section (1)” of this post…. and a very interesting one, I believe.

Not included in even that red-bordered box identifying a sub-section of “Section 1” of my post, but it certainly is on that post now– is substantial additions on EDC international funder “The Bernard van Leer Foundation” with some background on it and its apparent current Executive Directors.

It became immediately obvious that one priority of the Bernard van Leer Foundation was promoting Early Childhood Education (with certain others based in Belgium, Switzerland, Germany, Italy, perhaps the UK (Ireland — I don’t have it memorized without looking again) and within the US, a strangely-named foundation with a parent foundation (so-called; not shown as a “related foundation” on the US tax return) called “King Baudouin Foundation USA, Inc.

The other evident connection to the Executive Director of the Bernhard van Leer Foundation, listed on the website, was with the WEForum, or “World Economic Forum,” founded shortly after WW II.   The activity and tax returns of the King Baudouin Foundation USA, as well as what it’s doing (moving millions to help Africa, as propounded, primarily back to Europe) reveals a strong Belgian connection (as well as with The Netherlands) which I don’t think should be ignored, particularly with the recent history of Belgium in atrocities involving corporate profits — major, multinational corporations — in Central Africa directly connected with a form of “colonizing” the USA and planned communities for the workers in developed countries.    It is overall, very interesting, and I have follow-up material also.

That information is a good part of why, considering what I wanted to continue posting of this material, a “REVIEW” post like this seemed to be a good idea before moving on more to the international aspects which — it’s clear enough – are ALREADY involved with having private input into the US Department of Justice-funded initiatives and programming, i.e., as shown in the Greenbook Initiative.

This comes from the private sector, and the public sectors, our elected and appointed officials, have worked long AND hard to train the public to expect this arrangement as a normal way of doing business. It HAS been normalized, but as I will say repeatedly — it is intended to standardize, internationalize, and break down political jurisdictional boundaries.  Rather than doing this by blunt force and out in the open, the approach — Fabianism, essentially — has taken place over time, but absolutely in a well-coordinated fashion.  Those coordinating it already had consolidated operations (and wealth) primarily by the 1950s, in reality, although they seem ever open to receiving yet more wealth.

For an example of some of the EMCF (translation: EMCF is a major tax-exempt foundation backing some high-profile non-profits which have been fronting “replicable models” of neighborhood takeovers, that is “development” according to a top-down, outside-in model sold as the exact opposite, total assets have been +/1 $1 billion, as a “player” at the federal level in more than one way) drill-down includes looking at just one year of its Independent Subcontractors paid over $50K (as per the Form 990PF stipulation that the top 5 in that category are to be identified.

Notice:  If any group chooses, and can afford, to pay, say 50 or even 25 subcontractors $100K or even $300-$500K each, the IRS Form 990-PF guarantees that such organizations could operate 90% (if they had 50) or 80% (if they had 25) in complete privacy as to who they were affiliated with, only showing the top 5.  Mathematically speaking, the more wealth and cashflow any entity has, the more it has an ability to conceal who it’s been dealing with from at least the on-line tax-return viewing public (and possibly, though I don’t  know for sure, the IRS).  I doubt that audited financial statements would force revealing names of individual contractors over $50K, but rather group the expenditures by accounting purpose, as a single line item.

I thought that the EMCF “Operating Expenses” were unusually high and so looked more closely at their chosen subcontractors.  The first one, “Investure” in Charlottesville, VA, was not discussed in my last post, but I remember this one turning on some major mental lights of comprehension the first time I looked in some detail at the role of EMCF on this Greenbook Initiative, not knowing at that time, much about the foundation.

See next box, I’ll use red borders again; this is a quote from the post shows that image and names the subcontractors, as I color-coded the image (by subcontractor) the other day.

So, regarding those $16M operating expenses, let’s take a look:



  • Investure in Virginia
  • MDRC in NY
  • LWP, LLC in Boston
  • Bridgespan Group in Boston
  • Social Finance, Inc. in Boston

Total of just those five (5) is over $9M, but there are a dozen more, unidentified subcontractors, paid over $50K each (which is the cutoff limit). So who is ever told who they are?  The IRS?  Anyhow, out of $16M operating expenses, we are seeing $9M plus-some going to certain subcontractors, and $3.7M for Investment Management (!!) and then MDRC got over $2M for “Grantee Evaluation” and the other three for Grantee Consulting.  Hmm.

So — Social Finance, Inc. on 77 Sumner Street Boston is operating as a nonprofit and clearly the Pay for Success model has been good to it (this 501©3 only formed in 2011, as a Delaware Corporation).  Mission statement, page 1 – they just wanna help improve the lives of those in need (and do it tax-exempt with handouts)

My post discussed some of the EMCF Independent Subcontractors listed above, but not “INVESTURE,” the largest one at $3.7M.

I see INVESTURE also earned about $3.9M from one of its clients The Commonwealth Fund also recently and discuss it more — but, at the bottom of this post.  However here’s that image:


Showing Major subcontractors for The Commonwealth Fund” (EIN# 13-1635260, in New York), with Investure’s $3.3M outweighing all others listed. See Form 990PF for more info on where major corporate assets are being held under this advice)

For comparison of these two Investure Clients, ECMF has slightly more assets at just under one billion ($1,000,000,000) per its Form 990PF, while The Commonwealth Foundation as a “mere” three-quarter-billion (plus some) ($769,000,000) per ITs last return.  Visually, this is a comparison:

Total results: (n/a). Search Again. Source of wealth:  Avon products (named after an heiress, i.e., not first generation).  Avon Foundation also has been active, after a certain point, in the domestic violence movement, although it seems (as I recall, not re-checked for this post) their primary nonprofit cause was Breast Cancer, sponsoring the walks to stop it.

Edna McConnell Clark Foundation NY 2015 990PF 47 $982,079,103.00 23-7047034
Edna McConnell Clark Foundation NY 2014 990PF 49 $1,017,293,964.00 23-7047034
Edna McConnell Clark Foundation NY 2013 990PF 46 $965,338,606.00 23-7047034
Formed in 1918, by widow of Stephen Harkness, source of wealth, oil industry early investor in Rockefeller, helped out Standard Oil. (More details on this on a footnote section on “INVESTURE”)
Commonwealth Fund NY 2015 990PF 80 $769,125,118.00 13-1635260

and another major client listed (founders of Time, Fortune, Life, formed in 1936):

The Henry Luce Foundation, Inc. NY 2014 990PF 60 $873,020,044.00 13-6001282

I showed images of the Form 990PF with Investure under Part VIII Subcontractor earning over $3M for ECMF and for The Commonwealth Fund, so here they are (as it appears the ONLY main subcontractor in charge of investments) for Year 2014, Part VIII, the other “types of service” listed are Custodian (BNY Mellon, Everett, MA is the custodian of the assets), Legal counsel (a New York LLP) and General Contractors for, apparently, construction.  So when it comes to managing the assets, Investure, LLC is their main firm.

Image Filename: thehenryluce-foundatn-ein13-6001282-ny-madison-ave-form-990pf2014-part-viii-only-showing-investure-llc-3m-main-manager-scrshot-2016-11-11...

Image Filename: thehenryluce-foundatn-ein13-6001282-ny-madison-ave-form-990pf2014-part-viii-only-showing-investure-llc-3m-main-manager-scrshot-2016-11-11…

Investure’s mission as stated on their website:

Investure, LLC is a recognized leader in the endowment and foundation investment management industry having pioneered the full-service outsourced investment office model. We are focused on the investment management needs of non-profits serving as the investment office for a select group of prestigious colleges and foundations. Investure currently manages approximately $12 billion* across all asset classes. We seek to build long-term relationships with our clients by bringing the distinct capabilities and advantages of a larger investment office to mid-sized endowments and foundations.* as of September 2015

For more, including some of their other clients (which is also revealing) see at the bottom of this post under the heading “INVESTURE”

Then (second)

This section is basically my take on the Greenbook Initiative as a personal “Stakeholder” (DV survivor, parent, litigant).  To illustrate it, I responded to a Tribute to Susan Schechter, however it would’ve been similar using any number of other examples.

Key  Understandings  re: “The Greenbook”  and  “The Greenbook Initiative:”

Among the KEY understandings about (a) that publication and (b) the resulting initiative are who published it (NCJFCJ) who were its authors (representing what fields of practice and why were these fields of practice being joined together at this time).  Also, what was a more likely explanation for why, among the professionals who would be sharing this information as to recommended “Policy and Practice” when it came to Domestic Violence and Child Abuse (or “Maltreatment”) it was called “Greenbook.” Some of this I believe I already posted on in Year 2016.

WHY, for example, has it been deemed so important to re-classify criminal activity (such as both those categories of harm are) as a social pathology to be treated, with the leading-edge proponent (the other author, a Susan Schechter, a lawyer, (correction, no J.D.; she had an M.S.W. from U Chicago) having died since, in 2004) being Jeffrey L. Edleson formerly of UMN School of Social Work, and now not just back at UCBerkeley, but actually Dean of the School of Social Work over (from my perspective living in this metro nine-county area) “here”?
This link is a 2006 publication, “Past and Present| A  Tribute to Susan Schechter: The Visions and Struggles of the Battered Women’s Movement” by Fran S. Danis, U Missouri-Columbia, as shown at NCDSV.org. Footer reads

Author’s Note: The author acknowledges the helpful feedback of Jeffrey Edleson on an earlier draft of this article.

 …and, finally, third section:

(3) The Greenbook and Initiative Front Matter from original Table of Contents Page + (at the very bottom) tax returns of significant Trade Organizations involved in the courts.  I begin by pointing out that the name “Greenbook” was (I am SURE) intended among its users and for the public who might become aware of it, intended to convey a sense of authority and accountability, and by similarity of name, imply similarity of internal control and accountability to a GAO-issued “The Green Book” — an entirely different publication.

Inside the blue borders = quote from the recent post introducing 3rd section:

MATERIAL (“Front Matter”) MOVED REMOVE FROM TABLE OF CONTENTS POST 2014 (but only removed on 10-05-2016) is below this line.

Formatting was lost during the copy & paste; some of which is restored below.

***Trade Associations (nonprofits) such as these below.  Consider memorizing the acronyms and getting at least a generic look at their tax returns, websites, and corporate filing histories, and history with maintaining the IRS#s.  There is a pattern, which once seen will make it easier to see in other contexts and organizations. It is almost harder to describe than to see ONCE the evidence is in front of your eyes. I have found, over the years, the first obstacle to understanding is the hardest to overcome — persuading individuals it’s worth their time to actually look at a tax return.  Until not just one or two, but dozens (if not hundreds) are viewed, that understanding will not come vicariously — and a person will NOT be on solid ground explaining it to anyone else.

 I have been doing this for years, and it’s entirely fair to say that over those years I have studied thousands (not hundreds) of tax returns of court-connected corporations and their funders, of domestic violence organizations in the “DV cartel” (my term — and I’m a survivor), of fathers’ rights organizations (often  federal HHS grantees also), and of the huge, privately-controlled tax-exempt foundations (Ford, Rockefeller, Annie. E. Casey, John D. and Catherine T. MacArthur, William and Flora Hewlett (of Hewlett-Packard computer wealth), and more, who coordinate efforts through smaller nonprofits and/or funding university centers, to re-align the United States of America’s justice systems, sometimes an entire state at a time (Example:  Models for Change):

Not to mention relationships, conferences, and compromises of individuals’ safety and legal rights, by agreement with each other (for example) and with key organizations funded under the 1994 VAWA (Violence Against Women Act), and organizations, sometimes foundations, sometimes for-profit consultants whose function is to, on an ongoing basis, evaluate (rationalize, based on pilot projects) and “technically assist” (implement) the agreed-upon justice system changes.  

A good example of one such compromise, although not the first, is in “The Greenbook Initiative” (ca. 2000-2008) following the publication of a “The Greenbook” in 1999 by one feminist (?) lawyer Susan Schechter and one professor Jeffrey L. Edleson then working at the School of Social Welfare at University of Minnesota.

There was already a US “Government Accountability Officer” (GAO) term “Greenbook” — I believe this is where the term, relating to the purpose, was taken from although what I’m referring to above is not this one.  Notice this one has a space between “Green” and “Book”:

The Green Book

Internal control helps an entity run its operations efficiently and effectively, report reliable information about its operations, and comply with applicable laws and regulations. Standards for Internal Control in the Federal Government, known as the “Green Book,” sets the standards for an effective internal control system for federal agencies.  

I don’t know so much about that Green Book, but keep reading on that site:

On September 10, 2014 GAO issued its revision of Standards for Internal Control in the Federal Government. You can read the press release here. The 2014 revision will supersede GAO/AIMD-00-21.3.1, Standards for Internal Control in the Federal Government: November 1999.

Legislative Authority

Federal Managers’ Financial Integrity Act (FMFIA) requires that federal agency executives periodically review and annually report on the agency’s internal control systems. FMFIA requires the Comptroller General to prescribe internal controls standards. These internal control standards, first issued in 1983, present the internal control standards for federal agencies for both program and financial management.

Amazing, isn’t it, that the Comptroller General didn’t have to prescribe internal controls standards until 1983!  Reminds me of Catherine Austin Fitts’ writings about the state of HUD (quoting a colleague or associate (or simply friend) as having shown surprise at her interest in getting involved, in that “HUD is being operated like a sewer,” i.e., a criminal enterprise, and, separately, Fitts’ commentary on how they were not required to even produce agency (FHA) financial reports giving an account of net assets, liabilities, revenues to expenses, cash flow, etc.   Fitts worked in the Bush, Sr. Presidential administration starting as I recall, 1989. …

I looked this up now (hadn’t for the previous post), and am shocked to read that apparently no update, amendment, or change to this code had been in place since 1950, that is, for over three decades following the end of WWII, no update, despite how the economy must have been expanding (along with federal government, as this was also a period under the ReOrganization Authority granted US Presidents by Congress, up til 1980).  Finishing out the “blue box,” I’m adding a red-bordered box to quote the FMFIA as found on-line at “Whitehouse.gov”  

Please make a note, I am not quoting the most recent version of FM/FIA.  However, I also knowing about it better understood on looking today closer at some USDOJ financial statements.

State, Local, and Not-For-Profit Applicability

The Green Book may also be adopted by state, local, and quasi-governmental entities, as well as not-for-profit organizations, as a framework for an internal control system.

(See also Congress.gov (<==exact link to H.R. 1526) for tracking of the bill/s 90th Congress leading to FM/FIA )

Federal Managers Financial Integrity Act of 1982 P.L. 97-255 — (H.R. 1526)

Federal Managers Financial Integrity Act of 1982

September 8, 1982

An Act to amend the Accounting and Auditing Act of 1950 to require ongoing evaluations and reports of the adequacy of the systems of internal accounting and administrative control of each executive agency, and for other purposes.

Be it enacted by the Senate and House of Representatives of the United States of America in Congress assembled,

Sec.1. This Act may be cited as the “Federal Managers’ Financial Integrity Act of 1982”.

Sec.2. Section 113 of the Accounting and Auditing Act of 1950 (31 U.S.C.66a) is amended by adding at the end thereof the following new subsection:

(d) (1) (A) To ensure compliance with the requirements of subsection (a)(3) of this section, internal accounting and administrative controls of each executive agency shall be established in accordance with standards prescribed by the Comptroller General, and shall provide reasonable assurances that —

(i) obligations and costs are in compliance with applicable law
(ii) funds, property, and other assets are safeguarded against waste, loss, unauthorized use, or
misappropriation; and
(iii) revenues and expenditures applicable to agency operations are properly recorded and accounted for to permit the preparation of accounts and reliable financial and statistical reports and to maintain accountability over the assets.     (B) The standards prescribed by the Comptroller General under this paragraph shall include standards to ensure the prompt resolution of all audit findings.

(2) By December 31, 1982 the Director of the Office of Management and Budget, in consultation with the Comptroller General, shall establish guidelines for the evaluation by agencies of their systems of internal accounting and administrative control to determine such systems’ compliance with the requirements of paragraph (1) of this subsection. The Director, in consultation with the Comptroller General, may modify such guidelines from time to time as deemed necessary.

(3) By December 31, 1983, and by December 31 of each succeeding year, the head of each executive agency shall, on the basis of an evaluation conducted in accordance with guidelines prescribed under paragraph (2) of this subsection, prepare a statement —

(A) that the agency’s systems of internal accounting and administrative control fully comply with the requirements of paragraph (1); or

(B) that such systems do not fully comply with such requirements. (etc. Read the Rest, too!)

In that section, I speculated that the term “GREENBOOK INITIATIVE” as shown at top of this post (and that one (might have been taking from the GAO “The Green Book,” especially in the sense of setting “internal” guidelines and standards at least regarding the subject matter in question.  I forgot that another alternative they might have been drawing from, which is in fact a whole lot closer in content to the subject matter they are studiously NOT writing up on (“The Greenbook,” and the followup “Initiative”).

For more on that alternate source of the reason for calling the NCJFCJ 1999 publication “The Greenbook Initiative” with a website that is green all over, and a cover apparently that also was, perhaps check out this from http://greenbook.waysandmeans.house.gov.  <==bookmark and further exploration recommended. (I’m not going to “show and tell” this website just now). The website is odd in that you’d expect there to be some sort of footer info on MOST websites, and particularly any government-sponsored one, but this has none — nothing at all.  The links at bottom (Home, 2014 Green Book, Archive, About) lead to more info.

Anyhow towards the bottom of Section 3 of my previous post, I did exhibit several tax returns of the organizations I was discussing, and some I didn’t discuss on the post but probably had elsewhere on the original “Table of Contents” post from which this particular chunk had been removed.

I am constantly thinking, pretty deeply, about these topics, as well as ways to translate the basic material into key points which people  just won’t, can’t, or at least apparently don’t wish to raise in the public square, and in particular on social media over which individuals, as opposed to corporations, have at least (I think…) some more control, despite bloggers getting shut down or intimidated into shutting down from time to time reporting on injustice and violations of due process by those in control of the legal process.

Meanwhile this blog, despite hardly publishing anything for a month, has still been getting visits from various government entities which, I can see why they might be — I’m reporting on them.

Unless people wish to further demonstrate their lack of maturity and regression to that which, allegedly, is so hated — the KKK days — and continue burning effigies of the President-Elect of the United States of America, as I saw on the news regarding Oakland, California last night.  There was even a fake head of Trump on a pike.  “My, what a “nice” generation of adults we have been raising, somewhere…”


Full post title of this post with shortlink:Who Produced The Greenbook Initiative? And, About NGA, NCJFCJ, AFCC, Council on State Govts (Trade Associations You Should Know).  (Moved from “My Posts-Just the List,” on 10-5-2016, Expanded by 2/3rds and Posted 11/8/2016)

[This few paragraphs will only make sense AFTER that post is read, probably from top to bottom.]

Title updated for accuracy 11/10/2016.  Incidentally, I expanded on the middle third explanation of “EDC” also on 11/9/2016, while in something of a state of shock about a Belgian-connected organization  formed 1997 in Georgia (but located in Rockefeller Center, NYC) funneling millions, including art collections on behalf of “Europe and Africa” to mostly Africa, under the name of a former King of Belgium, and when not busy convening to push early childhood education for all, internationally (targeting the poor), also flying people from Africa (and the USA) to Europe for discussions on “the American-model of fund-raising.”  …

It’s time for people to comprehend what the ROLE of nonprofits is being used to accomplish vis-a-vis “local rule” meaning, by actual countries, and I believe, reconsider whether using the European “White man’s burden” model on low-income families worldwide, including in the USA, is somehow still appropriate just because the white men in control are showing a little more political correctness since, say, about the 1960s…)..Because Belgium was involved, I took another look (in upcoming post on EDC) on the Berlin Conferences of 1884-1888, a.k.a. “The Great Scramble” for Africa in the context of developing one of Great Britain’s first multinationals (which by 1930 had become “Unilever” in re: its founder’s exploitation of a “non-interference” pact among the European nations enabling the then-King of Belgium to sell off Central Africa for raw materials and a work force for this man who later became a “Lord” in his home country, and whose subsequent trust,  the Wellcome Leverhulme Trust (Lever Brothers, Unilever, Lord Leverhulme and planned community “Port Sunlight,”) has, ironically, been used in 2015 to help start a London School of Economics-based “Institute on Inequalities.”

Finally, I got around to looking up the background of the “Royal Packaging Industries” (FundingUniverse on: Royal Packaging Industries van Leer, N.V.) which provided the foundation for the Belgian-based controlling foundation as an INTERNATIONAL EDC-sponsor (Based in the Hague but with a particular interest in Israel) from “FundingUniverse.com,” to find, even though that resource apparently only dates to 1998, still shows the origins of this global packing (industrial and consumer both) got a big break with Shell Oil “back when.”  Combined with no doubt entrepreneurial smarts, and leveraging technology available as it came up, this company managed to stay under completely private control, mostly by family members, until the mid-1990s.

(At Grief.com company history (“Barrels were our business”) I see in the late 20th and early 21st centuries one part of the Van Leer-owned business? was purchased by this American firm which had started out in manufacturing primarily barrels — in which most bulk products were shipped in the late 1800s:

In the latter half of the 1900s, the company transitioned from its keg and barrel heading mills, stave mills and cooperage facilities to the manufacturing of fibre, steel, and plastic drums; corrugated containers; intermediate bulk containers; corrugated products for transit protection; multiwall shipping bags; and containerboard. In 1951, the company moved its headquarters from Cleveland to Delaware, Ohio. Later in the 1960s, we changed the company name to Greif Bros. Corporation.

Greif’s market and product growth has resulted, in part, from various acquisitions. This includes many corrugated container businesses and our containerboard mills. In 1998, we bought the industrial packaging business from Sonoco Products Company, a U.S.-based company, which made Greif the North American leader in industrial shipping containers.

In 2001, Greif purchased Van Leer Industrial, a business based in The Netherlands, from Huhtamaki Van Leer. This acquisition doubled the size of Greif and gave the company an international footprint. Van Leer’s beginnings date to 1919 when Bernard Van Leer founded a small company producing cans and boxes in The Netherlands. The company later became Royal Packaging Industries Van Leer NV and grew to be a global industrial packaging leader.

Following the acquisition, Greif integrated the identity of its businesses, established a new global brand mark that is used today, and renamed the company Greif, Inc. The company was listed on the New York Stock Exchange in 2002.

Like I’m saying, without some concrete points of reference, the above may not make sense, but after reading among the financials, mutual projects, organization website pages (many), and outside histories of the same, it’s no mystery to me.  The USA has been under colonization as a market for consumption of products made in a slave-based, racism-based, patronizing, condescending, arrogant leadership with NO INTENTIONS of relinquishing control of world markets, or if possible, the world, to “upstarts,” including from countries like the USA with no monarchies (official), peerage (official), but with, nonetheless, an existing separate but nowhere close to equal school system — one for the elites, and one for everyone else.  Talk of eliminating achievement gaps and disparities is NEVER applied, generally speaking, to the elite K-12 schools or colleges, and as in apartheid South Africa, where the concept was to raise “hewers of wood and drawers of water,”]


INVESTURE, LLC (managing Institutional and Foundation Endowments, only formed in 2003, home office Charlottesville, VA

A brief (?) look at Investure, LLC (notice the “LLC” wasn’t even included on the tax return above) at 126 Garrett Street, Charlottesville, VA.  First of all, that’s prime commercial office space for the area; and the 22,000 sf building was up for sale in 2013 as fully-occupied, described on Loopnet as:


Originally build in 1919 as the H.M. Gleason & Co feed and seed warehouse, it provided everything from fertilizer to kitchen cabinets, power mowers to animal feed. In 2005, current ownership acquired and rehabilitated the building, and is now offering the asset for sale at 100% occupancy. || 126 Garrett Street is located just two short blocks off Charlottesville’s historic downtown pedestrian Mall.

It is a nice-looking building being described (above) as “investment.”  The sale was for investment purposes, and the Investure, LLC is one of the tenants, then those prices will be passed on to someone, including potentially, for example, its client “ECMF.”

126 Garrett St, Charlottesville VA (from Loopnet ad), site of Edna McConnell Clark Foundation (which is heavily involved in public/private partnerships with US Gov't) $3.9M Subcontractor per EMCF tax return,

126 Garrett St, Charlottesville VA (from Loopnet ad), site of Edna McConnell Clark Foundation (which is heavily involved in public/private partnerships with US Gov’t) $3.9M Subcontractor per EMCF tax return, “Investure”

Investure, LLC only formed in 2003.  Not understanding my first time studying it as I do now from seeing the example of ‘Bridgespan” with its origins in Bain & Company (Boston), where start-ups seek to manage investments for certain (chosen) non-profits, with a background of their staff or partners in already having managed major institutional endowments, I can see that this may have copied the Bridgespan model in part.



Investure was founded in 2003 on the premise that mid-sized non-profit organizations can, and should, have access to the same dedicated investment expertise that larger non-profits enjoy. Our partners come from a long and successful history of endowment management and share a dedication to working with mid-sized endowments and foundations. Our mission is to seek to provide exemplary investment returns and service to our consortium of clients. We have intentionally limited the number of clients we work with in order to provide high-touch, exceptional service to each client, seeking to work more as a partner than as an outside investment firm.

(image filename, per LGH): nvesture Team (Incl Alice Handy 1998-1990 Treasurer of Virginia (!), showing 6 of 8 Partners) See ECMF (subcontractor) and UVIMCO background on sev'l

(image filename, per LGH): nvesture Team (Incl Alice Handy 1998-1990 Treasurer of Virginia (!), showing 6 of 8 Partners) See ECMF (subcontractor) and UVIMCO background on sev’l

Investure Partners
Chas Cocke
Alice Handy
Jon Hill, CFA
Bruce Miller
Chad Morgan
Puja Seam, JD
Andriy Shapowal
Hance West, CFA

The partners’ links have no photos, and combined with anon-captioned group photo, don’t identify which partners (6 out of 8 only) are shown. Overall, the website is classic, reserved, and not revealing too much.  But a consistent link has been to major institutional, particularly college endowment funds.  A quick look through the team partners will show there are also west-coast connections.  FYI Partner “Puja” is also a woman, the rest besides Alice Handy, are men.

The choice of Charlottesville, Virginia is interesting.  From the Wiki, its a city of only about 48,000 people.  It is named after a British Queen.  From the opening Wiki paragraphs, the most relevant and interesting part (from my blogger’s perspective of tracking “entities” and separating public vs. private) is that the city is totally surrounded by Albemarle County and is the “County Seat” but is a separate legal entity.  However, as to US Census, there is a greater metro area.

Metro areas such as LouisvilleKY.gov, City and County of San Francisco, City and County of Baltimore, and others are sometimes influential politically and as to consolidating court or other government operations across jurisdictions, while maintaining nominal political jurisdictions (and related taxes) for their citizens.  These joint-metro jurisdictions then cut (arrange) various sorts of contracts involving the federal government (whom the citizens also fund through taxation and payment of fees for certain services, etc.) under which –fine print readings show — the actual citizens are NOT a party to the contract, and hold no rights under it, either.  That is their danger, too.

Charlottesville, colloquially C’ville or Hooville and formally the City of Charlottesville, is an independent city in the Commonwealth of Virginia. As of 2015, the population was 48,210.[3] It is the county seat of Albemarle County, which surrounds the city, though the two are separate legal entities.[4] Charlottesville has eighteen distinctive neighborhoods. It is named after the British Queen Charlotte of Mecklenburg-Strelitz.

The Bureau of Economic Analysis combines the City of Charlottesville with the County of Albemarle for statistical purposes, bringing it’s steadily growing total population to approximately 150,000. Charlottesville is the heart of the Charlottesville metropolitan area, which includes Albemarle, FluvannaGreene and Nelson counties.

Charlottesville hosted two PresidentsThomas Jefferson and James Monroe. While both served as Governor of Virginia, they lived in Charlottesville, and traveled to and from Richmond, along the 71-mile (114 km) historic Three Notch’d RoadOrange, located 26 miles (42 km) northeast of the city, was the hometown of President James Madison. The University of Virginia, founded by Thomas Jefferson and one of the original Public Ivies, straddles the city’s southwestern border with Albemarle. Monticello, located 3 miles (4.8 km) southeast of the city, is a UNESCOWorld Heritage Site. Located on a hilltop overlooking Charlottesville, Monticello attracts thousands of tourists each year.[5]

I DNR whether it’s North or South of the “Mason-Dixon Line” but see that in 1958, it closed segregated public white schools in opposition to federally-ordered integration.

In the fall of 1958, Charlottesville closed its segregated white schools as part of Virginia’s strategy of massive resistance to federal court orders requiring integration as part of the implementation of the Supreme Court of the United States decision Brown v. Board of Education. The closures were required by a series of state laws collectively known as the Stanley plan. Negro schools remained open, however.[11]

Historic Court Square

Charlottesville is the home of the National Radio Astronomy Observatory headquarters, the Leander McCormick Observatory and the CFA Institute. It is served by two area hospitals, the Martha Jefferson Hospital founded in 1903, and the University of Virginia Hospital.

The National Ground Intelligence Center (NGIC) is in the Charlottesville area. Other large employers include CrutchfieldGE Intelligent PlatformsPepsiCo and SNL Financial.

The “CFA Institute mentioned, I see, is a global association of investment professionals formed in 1947 (i.e., right after WWII) and by 1962 had a CFA designation.  Started from four different financial analyst societies– from the Eastern half of the USA.  I noticed one Investure person was sporting a “CFA” designation. Its offices, for some reason, including London, Hong Kong, Mumbai, NYC and Charlottesville, but nothing on the west coast of the USA… Click the Wiki link above to see.

Clients page (listed alphabetically) shows their clients lists includes several colleges (which tend to have major endowment funds) and “The Commonwealth Fund.”


You can see those are mostly colleges (that’s all the “clients” listed at Investure.com on that page), however the very fine print of middle row shows, I THINK, ” HENRY LUCE Foundation”, and the next to last, The Skillman Foundation.

Total results: 3Search Again.

The Henry Luce Foundation, Inc. NY 2014 990PF 60 $873,020,044.00 13-6001282
The Henry Luce Foundation, Inc. NY 2013 990PF 52 $867,417,767.00 13-6001282
The Henry Luce Foundation, Inc. NY 2012 990PF 53 $764,393,011.00 13-6001282

Here’s the Henry Luce Foundation History.  We are talking, publishing industry wealth (Time, Fortune, Life) and a Yale graduate, son of Presbyterian missionaries to China, born there with his brothers and sisters, and a decision to copy some of his colleagues in setting up a foundation.

In 1936, when he proposed to create a foundation like ones other American entrepreneurs had recently launched, Henry R. Luce was only 38 years old but already influential in American life. With his Yale College classmate Briton Hadden, he had founded Time magazine thirteen years earlier, followed in 1929 by Fortune, and in 1936 by Life.

Just for a reminder of those times — Great Depression, Wall Street Crash, Gold-grab by US President, alternation of form of national currency in the US (1933), creation of the Social Security Act (1934), and with the income tax itself not being that old, actually.  With the advent of taxing everyone, including their wages, came of course among those who were looking forward, of course the need and potential to set up specifically tax-exempt foundations to continue to control their family wealth while, quite literally when it comes to the Great Depression, millions in the USA were starving and on soup lines, and subsequently had to be rescued by the New Deal, for which their future offspring would continue to pay over time.***

Moved to a page, this page while published doesn’t show on the blog’s sidebar:

A Brief Reminder of the History of Money, Banking and Other Significant Events When the USA’s (Other) Major Tax-Exempt Foundations Were Being Established [Page added 11-13-2016]

Below, I left behind a few of the links, but not the ones referring to the Scottish era of free banking, the failure of the Ayr Bank, and the fascinating story (still being debated and blogged; I found a 2014 Harvard Dissertation either getting an award, or in competition for it) of Alexander Fordyce and its impact on the times the USA was being set up (the Articles of Confederation and the Constitution being written), along with, of course, our money system.

It seems to me that when corporations — which formed the foundations to go with them — understand quite well that the US government may just be grabbing gold or taxing millions — one reason these continue to have wealth to leave for their heirs (down to sometimes the 5th generation –it came up in this blog with the S.C. Johnson foundation, right?) — is that they know how to avoid getting caught in this situation, in part by internationalizing their assets.  Another way profits are maintained is by just not paying their workers too much, and increasing the competition of workers with themselves when it comes to stockpiling assets.  For this to occur, workers/employees AND their families must be appropriately monitored, controlled, and not over-educated to the point they start getting ideas about REAL equality….or for that matter, justice.

Luce made his first major gift in 1935, an endowment at Yenching University in Peking to honor his father’s work, and he intended his foundation as a lasting tribute to his parents, Elizabeth Root Luce and Henry Winters Luce, Presbyterian missionaries and educators who worked in China during the first part of the twentieth century. Their four children – Henry, Emmavail, Elisabeth, and Sheldon – were all born in China.

The Commonwealth Fund  (mission statement — transform healthcare in the US and industrialized countries, esp. for low-income and the vulnerable.)   Commonwealth Fund Foundation History:

The Commonwealth Fund has its origins in the philanthropic efforts of the Harkness family. Stephen V. Harkness began his career in New York State’s Finger Lake region at age 15 as an apprentice harnessmaker. Harkness eventually settled in Ohio and became a successful businessman. He invested early with Rockefeller, Andrews & Flagler in the petroleum refining business and provided funds at a critical moment in the history of the fledgling Standard Oil Company.

Stephen’s wife, Anna Harkness, had a strong civic spirit and believed in encouraging all forms of self-help. In the years following her husband’s death in 1888, she moved her family to New York City where she gave liberally to religious and welfare organizations, and to the city’s major cultural institutions.

In 1918, Anna Harkness founded The Commonwealth Fund with the mandate that it should “do something for the welfare of mankind.” Among the first women to establish a foundation, Anna initially endowed the foundation with a gift of nearly $10 million. The Fund’s first president was her son, Edward Stephen Harkness, who was committed to building a responsive and socially concerned philanthropy and who, over the years, gave generously to the Fund’s endowment. …

History of Fund Work

The Commonwealth Fund’s work in the 1920s led to the development of the field of child guidance and contributed to the emergence of progressive public health departments in communities around the country. From the late 1920s through the 1940s, the Fund supported the construction of rural hospitals meeting high standards of care, and in doing so laid the way for the federal Hill-Burton Act, which in 1946 initiated a program of hospital construction and improvement. Always mindful of the long-term payoff of investments in people, the Fund launched in 1925 an international program—initially called the Commonwealth Fund Fellowships, later changed to the Harkness Fellowships—bringing young professionals from the United Kingdom, Australia, New Zealand, and other English-speaking countries to the United States for extended study and travel. …

…In the 1960s and early 1970s, the Fund continued to contribute to the movement to bring health care to underserved communities, including troubled urban areas. …The Fund also maintained its early interest in youth development in this period by helping stimulate organized youth mentoring programs….

Since 1995, the Fund has concentrated its efforts on helping to address health care coverage and access issues, improving the quality and efficiency of health care, and slowing the growth of health care costs. The foundation underwrote a considerable part of the research underlying the development of the reforms in the Patient Protection and Affordable Care Act of 2010, and reports of its Commission on a High Performance Health System (1995–2013) helped inform the debate leading up to this landmark legislation. Since 1995, the Fund also has been a leading philanthropic voice promoting modernization of Medicare, developing new payment methods encouraging better and more efficient health care delivery, and delivery models featuring better primary care and care coordination. In all of this work, the foundation has placed a particular emphasis on meeting the needs of vulnerable populations.

The Fund refocused its historic international activity in 1997 with the creation of an international program in health policy and practice, the aim of which is to bring the international experience to bear on the U.S. health care reform debate and to promote exchanges that stimulate health system improvements in economically advanced countries. As a result, the earlier international fellowship program was transformed into the Harkness Fellowships in Health Care Policy and Practice (expanded to include key Western European countries), and the program features an annual ministerial-level international symposium in Washington, D.C.

To ensure that its work reaches the ear of key policy audiences, the Fund expanded its communications program, developed a Washington, D.C. office, and has funded an annual bipartisan retreat for members of Congress who focus on health care issues.

Total results: 6Search Again.

Commonwealth Fund NY 2015 990PF 80 $769,125,118.00 13-1635260
Commonwealth Fund NY 2014 990PF 82 $762,520,635.00 13-1635260
Commonwealth Fund NY 2013 990PF 80 $702,204,618.00 13-1635260


The next footnote was added during an 11/15/2016 update, and is in lieu of my keeping my opinionated mouth shut regarding another on-line marketing business to the nation’s public schools, substituting on-line generative adaptive technology and trademarked products for a different approach to compulsory education laws which require mass-education in large groups aimed at the middle-to-bottom academic levels, lest some rise above that level without trademarked, proprietary product marketing.

I’m off-loading “JUMP Junior Undiscovered Math Prodigy Toronto/ Public vs. Homeschool Practices” however, to a separate page which you can access through this link (it will not be in the sidebar).   Not published yet, this page (not post) is: 

New Page Added 11/15/2016

Lessons in School Choice: JUMP (“Junior Undiscovered Math Prodigies”) Toronto vs. JumpStart for Young Children, Inc., Accelero Learning®, Inc., Voyager Sopris® Learning, Inc., nonprofit EnLearn®, Inc. etc.

I have mixed sentiments about whether or not to go ahead and say this, as it entails citing to some of my personal experience for credibility on the topic.  It also may explain why I am so opinionated on this topic; I taught for decades in diverse situations, and while a parent, as well as for some years, was able to teach my own children, and those children were found to be above grade level in most subjects, literate, articulate, and actively engaged with their peers and adults in general.

Education is always both an economic and a political question, however, and I’ll bet that NONE of my readers have ever made the time to put their hands on even their own county’s, or school districts in which they reside (parent or not of school-age children, there are often property taxes, or bond issues for the schools).  As I’ve referenced before, tobacco settlements of federal lawsuits were put into First 5 funding, and in general, I have been almost stunned to see how intense is the demand that all low-income children be removed as much as possible from the influence of their own parents and put in the cradle-to-career pipeline.

I remind these readers, as I do periodically, of the Wayne County, MI (that’s Detroit), Maryanne Godboldo found herself facing down a S.W.A.T. team and tanks for saying “no” to Risperdal for her daughter (per recommendations from the M.D. due to adverse behavioral effects it was having) and insisting that before ripping said child out of her home without a valid court order, or invading her home without a warrant, these individuals would have to face a woman defending her turf.  A shot was fired, not AT anyone, to make the point — and that mother was in jail.  The community rallied behind her, and the local press kept on it, and eventually– after so much grief! — the charges were dropped.  (searchable on this blog).

We had best start understanding what role the schools play in government and what’s going on in public schools today.  This begins with looking up their CAFRs and talking about them.  Familiarity with CAFRs in general would be good, as there seems to be a concerted effort on the part of some states (California, for example) in restructuring the reporting of their information making those CAFRs often harder to find, not to mention school districts are often not a 1:1 match to the counties they are in, and are in flux over the years moreso than, say, more standard geo-political units, i.e., states, counties.

In community after community, it is a kneejerk reaction to set up a foundation to pour more funds into the school system.  How many of my readers have ever looked up the filinugs of even those foundations?  (Typical title is simple:  ” _(name of school district)_ Educational Foundation”)

I have found people soliciting for a well-off suburban school system that prides itself on fundraising each year (a huge thermometer of money raised, a person and a half tall, shows up at the entrance to the main shopping (grocery and other stores) on the main drag every year) showing how much has been raised for the schools, who admit to not having seen the financial statements or known what was on them, as parents in the community.  In other words, they didn’t really know how much money the school districts had, and when offered to help me find this on-line at the time, were clueless.  They were allowed to solicit customers INSIDE the retail establishment, not just right outside the door, too.

There is a reason the world’s richest corporations, with their related foundations, are obsessed with controlling primary education starting, ideally, at birth but if necessary, they might wait until children are perhaps 3 years old.  And it’s not altruistic.  It’s already known that the form of schooling, at least in the US, these children will be exposed to at least by kindergarten (unless member of the elites and their heirs) will be SO POOR it needs to be propped up from all quarters, and a running start, allegedly, on even getting children to read and do math.

The Civil Rights movement in the US proved that both the underclass and the controlling classes are well aware that to control the education of a generation IS to control that population, and they fought against separate but inferior.

Unfortunately, this fight didn’t really address the primary difference in education between ANY public school and that which the elites (the word applies so I used it) destined not for a future in the middle class, but in the property-owning, business-running, government-influencing, global-domination class, which by definition includes an international mindset and exposure from an early age.  Instead, the fight was limited to fixing the delivery of the public school systems.

Again, my spinoff page Added 11/15/2016 (I will make an effort to publish it today also).Lessons in School Choice: JUMP (“Junior Undiscovered Math Prodigies”) Toronto vs. JumpStart for Young Children, Inc., Accelero Learning®, Inc., Voyager Sopris® Learning, Inc., nonprofit EnLearn®, Inc. etc.



Written by Let's Get Honest|She Looks It Up

November 11, 2016 at 10:01 pm

One Response

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  1. daveyone1

    November 12, 2016 at 1:20 pm

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